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SPDR Portfolio S&P 600 Small Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Birchbrook Inc. Birchbrook Inc. | 99 | $5,710 | $5,212.35 | -$497.65 | -8.72% |
 Horan Wealth LLC Horan Wealth LLC | 19,718 | $913,380.73 | $1.05M | $141,335.09 | 15.47% |
 Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 90,552 | $4.07M | $4.82M | $746,259.82 | 18.32% |
 Warner Group LLC Warner Group LLC | 3,935 | $226,927 | $207,177.75 | -$19,749.25 | -8.7% |
 Maseco LLP Maseco LLP | 1 | $46 | $53.49 | $7.49 | 16.28% |
 Jon Lewis Midwest Trust Co | 128,109 | $5.5M | $6.74M | $1.25M | 22.68% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 14,100 | $675,621.3 | $749,344.5 | $73,723.2 | 10.91% |
 Frank Tehel October Effect Ltd. | 12,350 | $569,643.17 | $655,167.5 | $85,524.33 | 15.01% |
 Caldwell Trust Co Caldwell Trust Co | 8,862 | $344,199.7 | $471,369.78 | $127,170.08 | 36.95% |
 Landon Marsh Scott Marsh Financial LLC | 10,128 | $431,470 | $541,746.72 | $110,276.72 | 25.56% |
 Gibbs Wealth Management Gibbs Wealth Management | 269,984 | $12.48M | $14.21M | $1.73M | 13.86% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 5,336 | $250,045 | $280,940.4 | $30,895.4 | 12.36% |
 Rexford Capital Inc. Rexford Capital Inc. | 147 | $8,477 | $7,739.55 | -$737.45 | -8.7% |
 United Financial Planning Group LLC United Financial Planning Group LLC | 245 | $11,481 | $12,899.25 | $1,418.25 | 12.35% |
 Plan A Wealth LLC Plan A Wealth LLC | 4,901 | $220,152.05 | $262,154.49 | $42,002.44 | 19.08% |
 Berman McAleer LLC Berman McAleer LLC | 16,652 | $771,861.73 | $890,715.48 | $118,853.75 | 15.4% |
 William Mack & Associates Inc. William Mack & Associates Inc. | 7,260 | $326,119 | $386,740.2 | $60,621.2 | 18.59% |
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