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SPDR Portfolio S&P 1500 Composite Stock Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Timothy Dwight SpringVest Wealth Management LLC | 6,946 | $496,128.67 | $628,995.03 | $132,866.36 | 26.78% |
 Steven Albrecht Curat Global LLC | 6,200 | $490,172 | $562,588 | $72,416 | 14.77% |
| BWL Balance Wealth LLC Balance Wealth LLC | 5,122 | $419,627.19 | $464,770.28 | $45,143.09 | 10.76% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 9,741 | $708,059.75 | $883,216.47 | $175,156.72 | 24.74% |
 Legacy Advisory Services LLC Legacy Advisory Services LLC | 3,549 | $264,356.11 | $321,787.83 | $57,431.72 | 21.73% |
 Longview Financial Advisors LLC Longview Financial Advisors LLC | 2,239 | $180,576 | $202,472.77 | $21,896.77 | 12.13% |
 Jon Lewis Midwest Trust Co | 3,726 | $307,395 | $337,743.27 | $30,348.27 | 9.87% |
| CTC Caldwell Trust Co Caldwell Trust Co | 150 | $8,166 | $13,604.25 | $5,438.25 | 66.6% |
 Bonnie Courtney Cambridge Financial Group LLC | 13,308 | $778,670.42 | $1.2M | $422,243.5 | 54.23% |
 Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 341 | $25,537.21 | $30,915.06 | $5,377.85 | 21.06% |
