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Zacks Trust Zacks Small/Mid Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,109 | $488,694.27 | $561,589.56 | $72,895.29 | 14.92% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 9,641 | $357,421 | $413,213.26 | $55,792.26 | 15.61% |
| RE Rod Ehrlich Wayfinding Financial LLC | 149,398 | $4.75M | $6.42M | $1.67M | 35.19% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,050 | $228,656.77 | $260,452.5 | $31,795.73 | 13.91% |
| EM Erin Mccann Simplicity Wealth LLC | 17,380 | $649,143 | $744,906.8 | $95,763.8 | 14.75% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 27,236 | $892,951.11 | $1.16M | $271,932.61 | 30.45% |
 Mark Fiskio Empirical Asset Management LLC | 5,903 | $193,754.2 | $252,471.31 | $58,717.11 | 30.3% |
 Jeffrey Gilbert Balboa Wealth Partners | 63,395 | $2.1M | $2.71M | $607,534.33 | 28.88% |
 Jessica Thayer Unique Wealth LLC | 14,781 | $492,224.03 | $636,026.43 | $143,802.4 | 29.21% |
| MN Mark Neitzel M1 Capital Management LLC | 70,414 | $2.46M | $3.03M | $564,984.73 | 22.96% |
 Andrew Agosta Prosperity Financial Group, Inc. | 51,239 | $1.7M | $2.19M | $493,618.56 | 29.1% |
 Christopher C. Powers Farther Finance Advisors, LLC | 356 | $13,242.78 | $15,158.48 | $1,915.7 | 14.47% |
 Chandler te Velde Maia Wealth LLC | 64,516 | $2.31M | $2.76M | $455,424.3 | 19.73% |
 Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 10,032 | $374,644.53 | $429,118.8 | $54,474.27 | 14.54% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 45,700 | $1.64M | $1.95M | $311,670.19 | 18.97% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 42,047 | $1.45M | $1.8M | $347,082.9 | 23.94% |
| RFL Rossby Financial LLC Rossby Financial LLC | 10,319 | $334,070.85 | $438,041.55 | $103,970.7 | 31.12% |
 Baer Investment Advisory LLC Baer Investment Advisory LLC | 10,032 | $371,886 | $427,161.56 | $55,275.56 | 14.86% |
| AS Aryn Sands GK Wealth Management LLC | 19,312 | $861,747 | $824,427.35 | -$37,319.65 | -4.33% |
