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SPDR Portfolio S&P 600 Small Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KT Kurt Threlfall NSI Retail Advisors LLC | 40,100 | $1.69M | $2.12M | $432,879.5 | 25.59% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,213 | $456,425.56 | $489,072.1 | $32,646.54 | 7.15% |
 Joseph Castro Nuveen LLC | 16,760 | $966,500 | $882,414 | -$84,086 | -8.7% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 117,622 | $5.37M | $6.19M | $818,654.29 | 15.23% |
 Hannah Tackett Penobscot Wealth Management | 14,575 | $562,323.61 | $777,284.75 | $214,961.14 | 38.23% |
 Spencer Rand Five Oceans Advisors | 3,887 | $224,163.29 | $207,915.63 | -$16,247.66 | -7.25% |
 Richard Slavik Newbridge Financial Services Group Inc. | 3,111 | $118,236.21 | $165,162.99 | $46,926.78 | 39.69% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,338 | $60,892.38 | $70,445.7 | $9,553.32 | 15.69% |
 Kurt Van Dyken Lifeworks Advisors LLC | 13,394 | $585,852.5 | $705,194.1 | $119,341.6 | 20.37% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 1,315 | $56,019 | $69,773.9 | $13,754.9 | 24.55% |
 Jennifer Grunberg Allspring Global Investments Holdings LLC | 5 | $288.35 | $266.7 | -$21.65 | -7.51% |
 Andrew Endelman Independent Wealth Network Inc. | 12,186 | $536,491.64 | $641,592.9 | $105,101.26 | 19.59% |
| AB Andrew Blass Atlantic Private Wealth LLC | 132 | $5,177.19 | $6,949.8 | $1,772.61 | 34.24% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 5,442 | $306,803.11 | $288,779.73 | -$18,023.38 | -5.87% |
 Chad Kelley Alliance Wealth Advisors LLC /UT | 10,693 | $479,306.92 | $571,968.57 | $92,661.65 | 19.33% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 426 | $18,749.19 | $22,722.84 | $3,973.65 | 21.19% |
 Nancy Williamson Helen Stephens Group LLC | 5,535 | $238,699.88 | $296,067.15 | $57,367.27 | 24.03% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 13,578 | $575,027.64 | $726,287.22 | $151,259.58 | 26.3% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 56,054 | $2.5M | $2.98M | $472,384.99 | 18.88% |
 Bradley W. Clark Paladin Advisory Group LLC | 2,437 | $94,723.2 | $130,355.13 | $35,631.93 | 37.62% |
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