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iShares U.S. Financials ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Courtney Haddad Concurrent Investment Advisors, LLC | 2,653 | $338,161.4 | $357,067.27 | $18,905.87 | 5.59% |
 James Rankin Modern Wealth Management, LLC | 2,288 | $222,080.28 | $307,941.92 | $85,861.64 | 38.66% |
 KKM Financial LLC KKM Financial LLC | 32,159 | $3.32M | $4.32M | $1M | 30.13% |
 Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 10,772 | $1.18M | $1.45M | $267,620.92 | 22.64% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 295 | $22,010.22 | $39,704.05 | $17,693.83 | 80.39% |
 Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 120 | $10,469 | $16,150.8 | $5,681.8 | 54.27% |
 Andrew Schiff TRITONPOINT WEALTH, LLC | 3,727 | $352,911.89 | $501,691.47 | $148,779.58 | 42.16% |
 Brad Sayre Shared Vision Wealth Group LLC | 3,159 | $371,688 | $425,232.99 | $53,544.99 | 14.41% |
 Kent Keister Bear Mountain Capital, Inc. | 1,200 | $101,051.84 | $161,532 | $60,480.16 | 59.85% |
 Curtis Burkholder Bare Financial Services, Inc | 688 | $58,762 | $92,474.08 | $33,712.08 | 57.37% |
 Joshua Stipcich Tidemark, LLC | 8,200 | $975,649.8 | $1.1M | $126,512.2 | 12.97% |
 Andrea Butler Sequent Planning LLC | 1,830 | $215,303 | $245,970.3 | $30,667.3 | 14.24% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 124 | $15,703 | $16,666.84 | $963.84 | 6.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 24,245 | $3.15M | $3.25M | $100,495.56 | 3.19% |
 Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,271 | $497,775.06 | $708,475.11 | $210,700.05 | 42.33% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 3,350 | $291,630.87 | $448,916.75 | $157,285.88 | 53.93% |
 Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 800 | $68,328.73 | $107,348 | $39,019.27 | 57.11% |
 Michael Herman Apollon Financial, LLC | 3,755 | $337,162.83 | $503,864.67 | $166,701.84 | 49.44% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 2,150 | $203,326 | $288,110.75 | $84,784.75 | 41.7% |
 Jeffrey Liguori NAPATREE CAPITAL LLC | 5,312 | $566,888.74 | $711,914.24 | $145,025.5 | 25.58% |
