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Zacks Trust Zacks Small/Mid Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14,832 | $564,768.17 | $607,370.4 | $42,602.23 | 7.54% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 14,859 | $590,260.6 | $608,030.28 | $17,769.68 | 3.01% |
 Andrew Endelman Independent Wealth Network Inc. | 5,243 | $231,488.94 | $214,543.56 | -$16,945.38 | -7.32% |
| RE Rod Ehrlich Wayfinding Financial LLC | 25,334 | $824,451.56 | $1.05M | $221,335.96 | 26.85% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 371 | $16,380.39 | $15,281.49 | -$1,098.9 | -6.71% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,643 | $335,340.57 | $353,930.85 | $18,590.28 | 5.54% |
| EM Erin Mccann Simplicity Wealth LLC | 15,956 | $595,956.6 | $650,845.24 | $54,888.64 | 9.21% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 26,596 | $871,715.91 | $1.1M | $223,507.37 | 25.64% |
 Mark Fiskio Empirical Asset Management LLC | 5,752 | $188,744.02 | $234,422.76 | $45,678.74 | 24.2% |
 Jeffrey Gilbert Balboa Wealth Partners | 54,640 | $1.84M | $2.23M | $389,923.33 | 21.23% |
 Jessica Thayer Unique Wealth LLC | 15,359 | $525,382.21 | $624,650.53 | $99,268.32 | 18.89% |
| MN Mark Neitzel M1 Capital Management LLC | 71,943 | $2.53M | $2.97M | $438,727.57 | 17.35% |
 Andrew Agosta Prosperity Financial Group, Inc. | 51,779 | $1.72M | $2.13M | $411,827.8 | 23.94% |
 Christopher C. Powers Farther Finance Advisors, LLC | 44,755 | $2M | $1.83M | -$164,263.22 | -8.23% |
 Chandler te Velde Maia Wealth LLC | 72,018 | $2.64M | $2.95M | $303,794.22 | 11.49% |
 Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 6,118 | $228,446.84 | $250,348.56 | $21,901.72 | 9.59% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 52,211 | $1.93M | $2.12M | $186,879.86 | 9.66% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 40,908 | $1.42M | $1.67M | $258,411.49 | 18.26% |
 Rossby Financial LLC Rossby Financial LLC | 10,319 | $334,070.85 | $425,555.56 | $91,484.71 | 27.38% |
| AS Aryn Sands GK Wealth Management LLC | 9,636 | $429,981.05 | $402,280.84 | -$27,700.21 | -6.44% |
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