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iShares Core S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Susan M. Stiles Stiles Financial Services Inc. | 1,159 | $651,212.15 | $899,604.21 | $248,392.06 | 38.14% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 34,362 | $19.02M | $25.78M | $6.76M | 35.54% |
 Matt Shibata Morling Financial Advisors LLC | 8,180 | $3.81M | $6.32M | $2.51M | 65.98% |
 cullen roche Orcam Financial Group | 1,771 | $1.17M | $1.38M | $211,956.75 | 18.12% |
 Craig Kurth PCG Wealth Advisors LLC | 4,460 | $1.96M | $3.35M | $1.38M | 70.57% |
 Nicholas Shaheen FSA Advisors Inc. | 686 | $449,204.36 | $532,466.34 | $83,261.98 | 18.54% |
 Barry Oliver Capital Performance Advisors LLP | 105,677 | $63.47M | $82.43M | $18.97M | 29.88% |
| EM Eric Malden Shearwater Capital LLC | 3,564 | $2.11M | $2.67M | $563,001.76 | 26.67% |
 Jennifer Scott Scott Capital Advisors LLC | 3,460 | $1.58M | $2.6M | $1.01M | 64.1% |
 Laurel Mason Passaic Partners LLC | 115,530 | $70.45M | $90.12M | $19.67M | 27.92% |
 Jaclyn Gilbert SAXON INTERESTS Inc. | 2,550 | $1.22M | $1.98M | $758,261.28 | 62.1% |
 Dan Fitzgerald Pinnacle Financial Group LLC / IL | 573 | $276,339.66 | $429,933.37 | $153,593.71 | 55.58% |
 John Flavin Aspire Capital Advisors LLC | 3,786 | $1.68M | $2.93M | $1.25M | 74.74% |
 Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 35,526 | $23.33M | $27.71M | $4.38M | 18.77% |
 Kristie R. Furseth Bowman & Co S.C. | 1,074 | $555,222.71 | $805,843.69 | $250,620.98 | 45.14% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 346 | $235,942.15 | $269,893.83 | $33,951.68 | 14.39% |
 Bridget Fagerholt MAS Advisors LLC | 7,656 | $4.43M | $5.74M | $1.31M | 29.64% |
 Andrew Miller OLIO Financial Planning | 650 | $306,212.99 | $487,708.01 | $181,495.02 | 59.27% |
 Taylor Jobe MKT Advisors LLC | 2,890 | $1.38M | $2.17M | $793,037.13 | 57.66% |
 Matthew Watters Midwest Heritage Bank, FSB | 2,051 | $1.05M | $1.54M | $485,936.31 | 46.15% |
