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SPDR S&P 600 Small Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Kevin Zemann WealthPlan Investment Management LLC | 4,244 | $401,397.52 | $460,304.24 | $58,906.72 | 14.68% |
 Joseph Wallace Wallace Advisory Group LLC | 2,697 | $200,139.15 | $292,516.62 | $92,377.47 | 46.16% |
 Brad Saenz Coastwise Capital Group LLC | 3,024 | $254,116.44 | $327,983.04 | $73,866.6 | 29.07% |
 CJ Harrison DecisionPoint Financial LLC | 147 | $13,904 | $15,943.62 | $2,039.62 | 14.67% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 12,179 | $975,796.8 | $1.32M | $345,137.54 | 35.37% |
 Rachel Faulk Cape Investment Advisory Inc. | 79 | $8,620 | $8,568.34 | -$51.66 | -0.6% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 264 | $24,026.49 | $28,633.44 | $4,606.95 | 19.17% |
 Lukas Lindgren Abound Wealth Management | 1,477 | $113,341 | $160,195.42 | $46,854.42 | 41.34% |
 Victoria Latham Fiduciary Alliance LLC | 9,351 | $802,711.31 | $1.01M | $211,498.15 | 26.35% |
 Gary Dempsey Leslie Global Wealth LLC | 22,587 | $2.19M | $2.45M | $255,649.27 | 11.65% |
 Mark Meredith Meredith Wealth Planning | 31,354 | $2.4M | $3.4M | $1M | 41.75% |
 Stephen Cheifetz Kades & Cheifetz LLC | 69,739 | $5.26M | $7.56M | $2.31M | 43.91% |
 Brian Matter Creative Capital Management Investments LLC | 916 | $99,944.76 | $99,349.36 | -$595.4 | -0.6% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 3,920 | $292,869.11 | $425,163.2 | $132,294.09 | 45.17% |
 Scott Register Register Financial Advisors LLC | 358 | $33,860 | $38,828.68 | $4,968.68 | 14.67% |
 Kevin Gray Lodestar Private Asset Management LLC | 8,952 | $666,570.34 | $970,933.92 | $304,363.58 | 45.66% |
 Jonathan Seed Seed Wealth Management Inc. | 3,580 | $275,007.02 | $388,286.8 | $113,279.78 | 41.19% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 1,381 | $109,190.83 | $149,783.26 | $40,592.43 | 37.18% |
 Darren Tapley New England Capital Financial Advisors LLC | 4,726 | $398,342.64 | $512,581.96 | $114,239.32 | 28.68% |
| THL Team Hewins LLC Team Hewins LLC | 2,644 | $210,886 | $286,768.24 | $75,882.24 | 35.98% |
