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iShares Russell Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Marshall McCormick Fingerlakes Wealth Management Inc. | 2,529 | $234,441.98 | $276,520.86 | $42,078.88 | 17.95% |
 Jay Richards Investment Advisory Group LLC | 6,794 | $551,079.21 | $741,700.98 | $190,621.77 | 34.59% |
| CB Catherine Bluvol Next Level Private LLC | 7,923 | $585,078.59 | $867,489.27 | $282,410.68 | 48.27% |
 Sean Reitenbach Prosperity Consulting Group LLC | 58,210 | $5.54M | $6.31M | $770,596.8 | 13.92% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 2,598 | $244,773.36 | $281,311.44 | $36,538.08 | 14.93% |
 Gery Sadzewicz Forum Private Client Group LLC | 4,724 | $368,421.16 | $514,986.86 | $146,565.7 | 39.78% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,643 | $220,610.37 | $288,404.16 | $67,793.79 | 30.73% |
 Michael Hackman HFG Advisors Inc. | 1,919 | $211,704.08 | $210,226.45 | -$1,477.63 | -0.7% |
| MWM Marion Wealth Management Marion Wealth Management | 1,939 | $178,329.83 | $212,281.72 | $33,951.89 | 19.04% |
 W. Travis McKinney HB Wealth Management LLC | 47,181 | $3.95M | $5.17M | $1.22M | 30.76% |
 Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,951 | $255,479.27 | $322,898.42 | $67,419.15 | 26.39% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 4,286 | $472,831.52 | $469,274.14 | -$3,557.38 | -0.75% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 3,025 | $251,105.25 | $329,362 | $78,256.75 | 31.16% |
 Allison Tronnes Forum Financial Management LP | 6,096 | $506,028.96 | $662,757.12 | $156,728.16 | 30.97% |
 Paul Elam Oak Harbor Wealth Partners LLC | 4,170 | $348,319.34 | $455,238.9 | $106,919.56 | 30.7% |
| LWL Leo Wealth LLC Leo Wealth LLC | 17,630 | $1.38M | $1.91M | $538,339.05 | 39.13% |
 William Jollie Quent Capital LLC | 65 | $7,170.8 | $7,122.05 | -$48.75 | -0.68% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 5,007 | $465,970.76 | $544,511.25 | $78,540.49 | 16.86% |
 Timothy R. Guthrie Bullseye Investment Management LLC | 3 | $330.96 | $326.22 | -$4.74 | -1.43% |
 Marc H. Stone Tyler-Stone Wealth Management | 2,332 | $214,474.04 | $253,581.68 | $39,107.64 | 18.23% |
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