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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Amir Har-El Savvy Advisors, Inc. | 158,589 | $8.96M | $10M | $1.04M | 11.66% |
 Cindi Hill Keener Financial Planning LLC | 53,193 | $2.59M | $3.35M | $763,983.38 | 29.5% |
 United Advisor Group LLC United Advisor Group, LLC | 99,573 | $5.29M | $6.27M | $978,478.47 | 18.5% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 3.94M | $197.51M | $248.65M | $51.14M | 25.89% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 4,037 | $228,413.41 | $254,956.73 | $26,543.32 | 11.62% |
 Steven D Urban Urban Financial Advisory Corp | 1,620 | $85,306.02 | $102,149.1 | $16,843.08 | 19.74% |
 Phillip G. Trueblood Trueblood Wealth Management, LLC | 8,762 | $410,388.39 | $553,714.59 | $143,326.2 | 34.92% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,887 | $274,889.37 | $309,518.14 | $34,628.77 | 12.6% |
 Jon Deven Mouton CAP Partners, LLC | 46,265 | $2.41M | $2.93M | $519,152.23 | 21.5% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 28,362 | $1.36M | $1.8M | $438,038.86 | 32.16% |
 Taylor Wagner Valued Wealth Advisors LLC | 124 | $6,341.67 | $7,821.92 | $1,480.25 | 23.34% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 397,043 | $22.47M | $25.09M | $2.62M | 11.68% |
| MG Melissa Glennie Capital Management Associates, Inc | 3,739 | $227,294 | $237,089.99 | $9,795.99 | 4.31% |
 Curtis Burkholder Bare Financial Services, Inc | 1,830 | $87,766.8 | $115,509.6 | $27,742.8 | 31.61% |
 Keisuke Ichihara Rakuten Securities, Inc. | 5 | $304 | $315.4 | $11.4 | 3.75% |
 Joshua Stipcich Tidemark, LLC | 7,798 | $406,144.84 | $491,624.91 | $85,480.07 | 21.05% |
 Emily Priebe Priebe Wealth Holdings LLC | 30,077 | $1.42M | $1.9M | $476,497.21 | 33.56% |
 Andrea Butler Sequent Planning LLC | 15,839 | $853,923.76 | $1M | $147,021.84 | 17.22% |
 Michelle Taylor BALANCED WEALTH GROUP LLC | 827,687 | $41.95M | $52.19M | $10.24M | 24.42% |
 Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 9,650 | $449,980 | $608,673.75 | $158,693.75 | 35.27% |
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