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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Joel A. Schreiber SFI Advisors LLC | 18,219 | $3.47M | $4.22M | $746,639.91 | 21.49% |
 Russell Mohberg Regatta Capital Group LLC | 2,017 | $306,468.52 | $477,222.2 | $170,753.68 | 55.72% |
 Jeremy Baltz Raleigh Capital Management Inc. | 9,216 | $1.84M | $2.14M | $299,532.16 | 16.32% |
 Allison Tronnes Forum Financial Management LP | 7,686 | $1.23M | $1.78M | $546,030.45 | 44.22% |
 Paul Elam Oak Harbor Wealth Partners LLC | 271 | $42,439.45 | $63,731.07 | $21,291.62 | 50.17% |
| LWL Leo Wealth LLC Leo Wealth LLC | 22,355 | $4.68M | $5.18M | $502,609.81 | 10.75% |
 William Jollie Quent Capital LLC | 2,365 | $377,313.19 | $557,619.7 | $180,306.51 | 47.79% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 6,067 | $1.2M | $1.44M | $241,993.56 | 20.12% |
 Marc H. Stone Tyler-Stone Wealth Management | 3,867 | $691,164.25 | $896,022.61 | $204,858.36 | 29.64% |
 Dalila Toledo Ascent Group LLC | 398,536 | $78.54M | $92.34M | $13.8M | 17.57% |
| EM Erin Mccann Simplicity Wealth LLC | 41,182 | $8.33M | $9.68M | $1.35M | 16.26% |
| YH Yanjuan Huang Vienna Asset Management LLC | 7,004 | $1.59M | $1.67M | $77,254.1 | 4.86% |
 Patrick O'Connell Security Financial Services Inc. | 111,545 | $22.15M | $25.85M | $3.7M | 16.7% |
 Jason DeBerry BancFirst Trust & Investment Management | 1,456 | $302,683.94 | $337,369.77 | $34,685.83 | 11.46% |
 Christopher Schurmann Summit Investment Advisory Services LLC | 15,024 | $3.1M | $3.48M | $378,315.98 | 12.19% |
 Michael Byun SageView Advisory Group LLC | 4,407 | $824,776.39 | $1.04M | $214,350.1 | 25.99% |
 Nichole Raftopoulos Nvest Financial LLC | 52,578 | $9.26M | $12.18M | $2.92M | 31.55% |
 Edward Mahaffy III Clientfirst Wealth Management LLC | 4,066 | $636,857.58 | $942,132.9 | $305,275.32 | 47.93% |
 David T. Morgan High Net Worth Advisory Group LLC | 2,500 | $358,321 | $579,275.02 | $220,954.02 | 61.66% |
 Samuel Miller Kraft, Davis & Associates LLC | 906 | $191,301.9 | $209,929.27 | $18,627.37 | 9.74% |
