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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 | $639,373.41 | $74,605.24 | 13.21% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 14,859 | $590,260.6 | $624,167.16 | $33,906.56 | 5.74% |
 Andrew Endelman Independent Wealth Network Inc. | 5,243 | $231,488.94 | $220,237.46 | -$11,251.48 | -4.86% |
| RE Rod Ehrlich Wayfinding Financial LLC | 25,334 | $824,451.56 | $1.11M | $280,982.33 | 34.08% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 371 | $16,380.39 | $16,358.87 | -$21.52 | -0.13% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,050 | $228,656.77 | $254,795.75 | $26,138.98 | 11.43% |
| EM Erin Mccann Simplicity Wealth LLC | 15,956 | $595,956.6 | $689,939.04 | $93,982.44 | 15.77% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 26,596 | $871,715.91 | $1.12M | $245,475.68 | 28.16% |
 Mark Fiskio Empirical Asset Management LLC | 5,752 | $188,744.02 | $248,486.4 | $59,742.38 | 31.65% |
 Jeffrey Gilbert Balboa Wealth Partners | 54,640 | $1.84M | $2.36M | $523,518.13 | 28.5% |
 Jessica Thayer Unique Wealth LLC | 16,003 | $546,749.68 | $672,222.03 | $125,472.35 | 22.95% |
| MN Mark Neitzel M1 Capital Management LLC | 71,943 | $2.53M | $3.14M | $609,908.75 | 24.11% |
 Andrew Agosta Prosperity Financial Group, Inc. | 51,779 | $1.72M | $2.18M | $454,597.28 | 26.42% |
 Christopher C. Powers Farther Finance Advisors, LLC | 47,553 | $2.12M | $2M | -$121,674.63 | -5.74% |
 Chandler te Velde Maia Wealth LLC | 72,018 | $2.64M | $3.03M | $382,005.8 | 14.45% |
 Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 6,118 | $228,446.84 | $256,992.71 | $28,545.87 | 12.5% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 52,211 | $1.93M | $2.3M | $368,522.04 | 19.06% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 40,908 | $1.42M | $1.72M | $302,837.6 | 21.39% |
| RFL Rossby Financial LLC Rossby Financial LLC | 10,319 | $334,070.85 | $433,459.92 | $99,389.07 | 29.75% |
| AS Aryn Sands GK Wealth Management LLC | 19,312 | $861,747 | $811,219.88 | -$50,527.12 | -5.86% |
