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ISHARES S&P 500 VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Caroline Jankowski Operose Advisors LLC | 12,030 | $2.29M | $2.83M | $540,952.12 | 23.65% |
 Tracy A. Zullo Zullo Investment Group Inc. | 1,024 | $216,217.6 | $242,426.88 | $26,209.28 | 12.12% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 120,237 | $24.14M | $28.51M | $4.37M | 18.09% |
 John Gorlow Cardiff Park Advisors LLC | 2,973 | $465,660.99 | $700,973.94 | $235,312.95 | 50.53% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 1,959 | $287,592.16 | $461,070.24 | $173,478.08 | 60.32% |
 Jay Richards Investment Advisory Group LLC | 18,659 | $3.2M | $4.41M | $1.21M | 37.89% |
| CB Catherine Bluvol Next Level Private LLC | 894 | $188,768.1 | $211,650.03 | $22,881.93 | 12.12% |
 Sean Reitenbach Prosperity Consulting Group LLC | 25,758 | $5.45M | $6.06M | $611,667.63 | 11.22% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 2,557 | $393,487.17 | $601,304.12 | $207,816.95 | 52.81% |
 Bill McVay Red Tortoise LLC | 112 | $17,752.78 | $26,361.44 | $8,608.66 | 48.49% |
 Gery Sadzewicz Forum Private Client Group LLC | 8,383 | $1.56M | $1.97M | $408,169.38 | 26.09% |
 Emilie Camilleri Bryant Woods Investment Advisors LLC | 9,709 | $2.2M | $2.28M | $80,099.27 | 3.63% |
 Samantha Pierangeli City State Bank | 676 | $98,067.32 | $159,062.8 | $60,995.48 | 62.2% |
 Roger Steed KRS Capital Management LLC | 1,495 | $216,879.65 | $352,012.7 | $135,133.05 | 62.31% |
 John Swift Benchmark Investment Advisors LLC | 2,464 | $460,299.84 | $580,395.2 | $120,095.36 | 26.09% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 15,906 | $2.4M | $3.75M | $1.34M | 55.98% |
 Morgan Christen Spinnaker Investment Group LLC | 2,944 | $668,563.45 | $694,779.58 | $26,216.13 | 3.92% |
 W. Travis McKinney HB Wealth Management LLC | 39,372 | $6.25M | $9.28M | $3.03M | 48.54% |
 Joel A. Schreiber SFI Advisors LLC | 18,219 | $3.47M | $4.29M | $814,232.22 | 23.43% |
 Russell Mohberg Regatta Capital Group LLC | 2,017 | $306,468.52 | $476,980.16 | $170,511.64 | 55.64% |
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