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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Russell Kartub Insight Inv LLC | 376 | $58,892.88 | $87,122.96 | $28,230.08 | 47.93% |
 Tyler Glazier New Millennium Group LLC | 30 | $5,460.3 | $6,951.3 | $1,491 | 27.31% |
 Caroline Jankowski Operose Advisors LLC | 12,030 | $2.29M | $2.85M | $559,117.42 | 24.45% |
 Tracy A. Zullo Zullo Investment Group Inc. | 1,024 | $216,217.6 | $237,271.05 | $21,053.45 | 9.74% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 120,237 | $24.14M | $27.86M | $3.72M | 15.42% |
 John Gorlow Cardiff Park Advisors LLC | 2,973 | $465,660.99 | $707,841.56 | $242,180.57 | 52.01% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 1,959 | $287,592.16 | $460,698.03 | $173,105.87 | 60.19% |
 Jay Richards Investment Advisory Group LLC | 18,659 | $3.2M | $4.39M | $1.19M | 37.12% |
| CB Catherine Bluvol Next Level Private LLC | 894 | $188,768.1 | $207,148.75 | $18,380.65 | 9.74% |
 Sean Reitenbach Prosperity Consulting Group LLC | 25,758 | $5.45M | $6.09M | $643,092.39 | 11.8% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 2,557 | $393,487.17 | $592,482.5 | $198,995.33 | 50.57% |
 Bill McVay Red Tortoise LLC | 112 | $17,752.78 | $25,951.52 | $8,198.74 | 46.18% |
 Gery Sadzewicz Forum Private Client Group LLC | 8,383 | $1.56M | $1.98M | $418,815.79 | 26.77% |
 Emilie Camilleri Bryant Woods Investment Advisors LLC | 9,709 | $2.2M | $2.25M | $45,146.97 | 2.05% |
 Samantha Pierangeli City State Bank | 676 | $98,067.32 | $156,635.97 | $58,568.65 | 59.72% |
 Roger Steed KRS Capital Management LLC | 1,495 | $216,879.65 | $346,406.46 | $129,526.81 | 59.72% |
 John Swift Benchmark Investment Advisors LLC | 2,464 | $460,299.84 | $582,982.4 | $122,682.56 | 26.65% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 15,265 | $2.25M | $3.61M | $1.36M | 60.18% |
 Morgan Christen Spinnaker Investment Group LLC | 2,863 | $650,072.77 | $663,385.76 | $13,312.99 | 2.05% |
 W. Travis McKinney HB Wealth Management LLC | 45,806 | $7.25M | $10.61M | $3.37M | 46.43% |
