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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Michael Grossman AdviceOne Advisory Services, LLC | 3,542 | $201,221 | $219,816.52 | $18,595.52 | 9.24% |
 Syon Capital LLC SYON CAPITAL LLC | 7,044 | $359,737.07 | $449,266.32 | $89,529.25 | 24.89% |
 Kevin Bresler TD Waterhouse Canada Inc. | 3,549 | $202,375.2 | $220,250.94 | $17,875.74 | 8.83% |
| AK Alisha Kamadia United Community Bank | 128 | $7,082.22 | $8,108.8 | $1,026.58 | 14.5% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 421,795 | $23.19M | $26.18M | $2.98M | 12.87% |
 Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 272,460 | $13.62M | $16.91M | $3.29M | 24.13% |
 Charles Corkery PUREfi Wealth, LLC | 6,585 | $357,791.17 | $408,665.11 | $50,873.94 | 14.22% |
 Mark Weber DecisionMap Wealth Management, LLC | 88,440 | $4.58M | $5.49M | $909,747.33 | 19.87% |
 James Rankin Modern Wealth Management, LLC | 97,451 | $5.07M | $6.22M | $1.14M | 22.54% |
 Joseph C. Gissy Tactive Advisors, LLC | 3,700 | $185,370 | $229,622 | $44,252 | 23.87% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 11,765 | $615,779.93 | $730,135.91 | $114,355.98 | 18.57% |
 Benj Foor Frazier Financial Advisors, LLC | 12,553 | $603,287.75 | $792,596.42 | $189,308.67 | 31.38% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 389,843 | $18.68M | $24.19M | $5.51M | 29.51% |
 Amir Har-El Savvy Advisors, Inc. | 138,516 | $7.74M | $8.6M | $860,138.99 | 11.12% |
 Cindi Hill Keener Financial Planning LLC | 53,193 | $2.59M | $3.3M | $711,322.36 | 27.47% |
 United Advisor Group LLC United Advisor Group, LLC | 99,573 | $5.29M | $6.18M | $890,695.01 | 16.84% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 3.84M | $191.49M | $238.35M | $46.86M | 24.47% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 4,037 | $228,413.41 | $254,896.18 | $26,482.77 | 11.59% |
 Steven D Urban Urban Financial Advisory Corp | 1,620 | $85,306.02 | $100,537.2 | $15,231.18 | 17.85% |
 Phillip G. Trueblood Trueblood Wealth Management, LLC | 8,762 | $410,388.39 | $543,769.73 | $133,381.34 | 32.5% |
