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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Megan J. Lottier Rockwood Wealth Management, LLC | 5,005 | $262,929.36 | $310,610.31 | $47,680.95 | 18.13% |
 Shawn Scholz Impact Partnership Wealth, LLC | 13,222 | $755,501.37 | $820,557.33 | $65,055.96 | 8.61% |
 Chad Tobin Slagle Financial, LLC | 46,418 | $2.48M | $2.88M | $399,951.78 | 16.12% |
 Michael Ryan Michael S. Ryan, Inc. | 493,644 | $22.9M | $30.64M | $7.74M | 33.8% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 13,690 | $685,154.54 | $849,601.41 | $164,446.87 | 24% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 14,414 | $577,405.94 | $894,532.85 | $317,126.91 | 54.92% |
 Annmarie Young KPP Advisory Services LLC | 3,373 | $172,837.5 | $209,328.38 | $36,490.88 | 21.11% |
| MWS MFA Wealth Services MFA Wealth Services | 3,321 | $201,863 | $206,101.26 | $4,238.26 | 2.1% |
 Alisha Arvold Christopher J. Hasenberg, Inc | 405,567 | $21.23M | $25.17M | $3.94M | 18.57% |
 Norden Group LLC NORDEN GROUP LLC | 52,190 | $2.67M | $3.24M | $572,640.96 | 21.48% |
 John M Roach Waterway Wealth Management, LLC | 12,190 | $689,710 | $756,511.41 | $66,801.41 | 9.69% |
 Christopher C. Powers Farther Finance Advisors, LLC | 191,510 | $10M | $11.89M | $1.89M | 18.88% |
 Peter David N Soliman Second Line Capital, LLC | 6,073 | $322,355.88 | $384,724.55 | $62,368.67 | 19.35% |
 David Skalicky INSPIRE TRUST CO, N.A. | 4,883 | $296,838 | $303,038.98 | $6,200.98 | 2.09% |
 DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 3,707 | $225,348 | $230,056.42 | $4,708.42 | 2.09% |
 Dina Fliss Global View Capital Management LLC | 5,090 | $284,317.69 | $315,885.41 | $31,567.72 | 11.1% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 167,149 | $8.98M | $10.37M | $1.4M | 15.54% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 5,220 | $295,348 | $323,953.21 | $28,605.21 | 9.69% |
 Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 114,513 | $6.34M | $7.23M | $894,347.48 | 14.12% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 65,628 | $3.35M | $4.07M | $722,508.32 | 21.57% |
