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SPDR Portfolio S&P 600 Small Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KS Kristi Shields ROGCO, LP | 198 | $9,567 | $10,591.02 | $1,024.02 | 10.7% |
 Syon Capital LLC SYON CAPITAL LLC | 22,590 | $953,704.57 | $1.2M | $243,904.28 | 25.57% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 71,255 | $3.33M | $3.8M | $473,694.82 | 14.24% |
 Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 3,999 | $230,622 | $213,266.67 | -$17,355.33 | -7.53% |
 James Rankin Modern Wealth Management, LLC | 58,119 | $2.49M | $3.09M | $598,472.46 | 24.05% |
 Benj Foor Frazier Financial Advisors, LLC | 138 | $5,859.11 | $7,265.7 | $1,406.59 | 24.01% |
 Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 7,920 | $339,551.51 | $423,640.8 | $84,089.29 | 24.76% |
 Amir Har-El Savvy Advisors, Inc. | 13,643 | $632,449.19 | $724,034.01 | $91,584.82 | 14.48% |
 Kevin M. Fox Fox Financial, Inc | 3,590 | $207,035 | $189,228.9 | -$17,806.1 | -8.6% |
 Cindi Hill Keener Financial Planning LLC | 21,467 | $908,953.11 | $1.14M | $229,871.24 | 25.29% |
 Owen McCabe Tyche Wealth Partners LLC | 7,805 | $347,365.68 | $410,933.25 | $63,567.57 | 18.3% |
 United Advisor Group LLC United Advisor Group, LLC | 5,632 | $243,821.03 | $296,524.8 | $52,703.77 | 21.62% |
 Gabriel M. Gallante Rockline Wealth Management, LLC | 3,542 | $204,262 | $188,682.34 | -$15,579.66 | -7.63% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 24,925 | $1.14M | $1.31M | $167,976.97 | 14.68% |
 Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 6,335 | $288,306.67 | $338,859.15 | $50,552.48 | 17.53% |
 Mark Fonville Fonville Wealth Management LLC | 4,267 | $206,169 | $224,657.55 | $18,488.55 | 8.97% |
 Wayne Atkins VCI Wealth Management LLC | 8,558 | $387,991.08 | $455,456.76 | $67,465.68 | 17.39% |
 Kevin Stillman Evernest Financial Advisors, LLC | 599,855 | $28.19M | $32.09M | $3.9M | 13.84% |
 Keisuke Ichihara Rakuten Securities, Inc. | 50 | $2,416 | $2,655.5 | $239.5 | 9.91% |
 Joshua Stipcich Tidemark, LLC | 12,301 | $517,698.71 | $652,630.79 | $134,932.08 | 26.06% |
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