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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jessica Riley Hale GC Wealth Management RIA, LLC | 6,753 | $314,892 | $419,091.19 | $104,199.19 | 33.09% |
 Michael Herman Apollon Financial, LLC | 29,745 | $1.46M | $1.85M | $381,873.21 | 26.08% |
 Jay David Franklin Clarity Capital Advisors, LLC | 8,021 | $374,527.83 | $497,783.27 | $123,255.44 | 32.91% |
 Leslie D. Thompson Spectrum Wealth Counsel, LLC | 80 | $3,900 | $4,964.8 | $1,064.8 | 27.3% |
 Jennifer Milam Mustard Seed Financial, LLC | 4,321 | $206,217.02 | $268,161.26 | $61,944.24 | 30.04% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 19,674 | $995,734.02 | $1.25M | $250,613.88 | 25.17% |
 Angela Mari Abich Financial Wealth Management LLC | 495 | $25,315.73 | $30,719.7 | $5,403.97 | 21.35% |
 Dennis R. Plyler FCG Investment Co | 39,602 | $1.95M | $2.46M | $503,652.75 | 25.77% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 7,112 | $350,473.55 | $441,370.73 | $90,897.18 | 25.94% |
 Ryan M Palmer Optimist Retirement Group LLC | 232,705 | $10.92M | $14.69M | $3.77M | 34.55% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 53,016 | $2.93M | $3.38M | $447,595.44 | 15.26% |
 DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 569 | $26,532 | $36,012.01 | $9,480.01 | 35.73% |
 Tammy Trenta FF Advisors,LLC | 41,074 | $1.92M | $2.55M | $628,236.02 | 32.71% |
 Ruth Thortvedt Financial Network Wealth Advisors LLC | 40,498 | $2.06M | $2.51M | $454,090.11 | 22.05% |
 JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 45,994 | $2.35M | $2.85M | $504,301.58 | 21.46% |
 Kyle Jones Pineridge Advisors LLC | 550 | $26,822.39 | $34,133 | $7,310.61 | 27.26% |
 Sean Rooney Prospect Financial Services LLC | 12,451 | $656,126.2 | $772,709.07 | $116,582.87 | 17.77% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 11,957 | $663,376.81 | $754,964.98 | $91,588.17 | 13.81% |
 Nicholas Jeffries M3 Advisory Group, LLC | 19,162 | $943,208.93 | $1.19M | $245,984.81 | 26.08% |
 Michael Bailey MGB Wealth Management, LLC | 15,432 | $762,899.72 | $957,709.94 | $194,810.22 | 25.54% |
