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SPDR Portfolio S&P 600 Small Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Justin Boggs Optima Capital LLC | 6,949 | $312,258.44 | $394,425.24 | $82,166.8 | 26.31% |
 Birchbrook Inc. Birchbrook Inc. | 99 | $5,710 | $5,619.24 | -$90.76 | -1.59% |
 Horan Wealth LLC Horan Wealth LLC | 20,309 | $940,756.36 | $1.15M | $211,982.48 | 22.53% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 90,552 | $4.07M | $5.14M | $1.07M | 26.18% |
| ML Maseco LLP Maseco LLP | 1 | $46 | $56.76 | $10.76 | 23.39% |
 Jon Lewis Midwest Trust Co | 126,702 | $5.42M | $7.19M | $1.77M | 32.76% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 12,722 | $596,152.92 | $722,100.72 | $125,947.8 | 21.13% |
 Frank Tehel October Effect Ltd. | 10,874 | $484,522.31 | $617,208.24 | $132,685.93 | 27.38% |
 Molly Wheeler Burk Holdings LLC | 102 | $4,929 | $5,789.52 | $860.52 | 17.46% |
| CTC Caldwell Trust Co Caldwell Trust Co | 8,862 | $344,199.7 | $503,007.12 | $158,807.42 | 46.14% |
 Landon Marsh Scott Marsh Financial LLC | 10,128 | $431,470 | $574,865.28 | $143,395.28 | 33.23% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 269,984 | $12.48M | $15.32M | $2.84M | 22.75% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,336 | $250,045 | $302,871.36 | $52,826.36 | 21.13% |
 United Financial Planning Group LLC United Financial Planning Group LLC | 245 | $11,481 | $13,906.2 | $2,425.2 | 21.12% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 5,688 | $255,503.94 | $322,850.88 | $67,346.94 | 26.36% |
| BML Berman McAleer LLC Berman McAleer LLC | 16,652 | $771,861.73 | $945,167.52 | $173,305.79 | 22.45% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 7,260 | $326,119 | $412,077.6 | $85,958.6 | 26.36% |
