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SPDR Portfolio S&P 400 Mid Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Eric Dahm Range Financial Group LLC | 47,723 | $2.48M | $3.05M | $564,099.31 | 22.72% |
 Jeffrey Gilbert Balboa Wealth Partners | 3,860 | $185,034.93 | $244,404.78 | $59,369.85 | 32.09% |
 Edward Lowndes Angeles Wealth Management LLC | 2,685 | $159,005.7 | $170,229 | $11,223.3 | 7.06% |
 Kevin Zemann WealthPlan Investment Management LLC | 16,448 | $922,494.84 | $1.05M | $129,848.2 | 14.08% |
 Michael Stulic Astoria Portfolio Advisors LLC | 6,263 | $343,608.91 | $398,326.8 | $54,717.89 | 15.92% |
 CJ Harrison DecisionPoint Financial LLC | 963 | $47,403.07 | $61,612.74 | $14,209.67 | 29.98% |
| JG John Ginter Callan Family Office LLC | 3,603 | $243,419 | $229,403.01 | -$14,015.99 | -5.76% |
 Anu Prabhu Altrius Capital Management Inc. | 4,402 | $183,833.85 | $280,209.31 | $96,375.46 | 52.43% |
 Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 229,878 | $11.64M | $14.63M | $2.99M | 25.7% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 11,385 | $663,177.64 | $729,209.25 | $66,031.61 | 9.96% |
 Rachel Faulk Cape Investment Advisory Inc. | 924 | $62,359.71 | $59,117.52 | -$3,242.19 | -5.2% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 262 | $14,748.38 | $16,604.25 | $1,855.87 | 12.58% |
 Mariana Coli Dunhill Financial LLC | 601 | $35,591 | $38,451.98 | $2,860.98 | 8.04% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 205 | $11,867.95 | $12,979.57 | $1,111.62 | 9.37% |
 Lukas Lindgren Abound Wealth Management | 230 | $14,317.24 | $14,708.5 | $391.26 | 2.73% |
 Drew Phillips Fortitude Family Office LLC | 11,967 | $650,765.43 | $765,648.66 | $114,883.23 | 17.65% |
 Paul Saltaformaggio Hibernia Wealth Partners LLC | 45,633 | $2.63M | $2.91M | $272,683.4 | 10.35% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 41,723 | $2.63M | $2.64M | $14,169.74 | 0.54% |
 Daniel Guy Ethos Financial Group LLC | 14,276 | $732,538.53 | $904,170.46 | $171,631.93 | 23.43% |
 Victoria Latham Fiduciary Alliance LLC | 11,109 | $630,866.52 | $703,588.51 | $72,721.99 | 11.53% |
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