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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 37,361 | $1.58M | $2.32M | $742,787.18 | 47.14% |
 SkyOak Wealth SkyOak Wealth LLC | 487,942 | $21.08M | $30.28M | $9.2M | 43.63% |
 Asio Capital Asio Capital LLC | 3,909 | $204,647.76 | $242,592.54 | $37,944.78 | 18.54% |
 PAX Financial Group PAX Financial Group LLC | 68,791 | $3.65M | $4.27M | $621,051.85 | 17.02% |
 Keebeck Wealth Management Keebeck Wealth Management LLC | 7,116 | $363,933 | $450,371.64 | $86,438.64 | 23.75% |
| RR rosemary richard WCG Wealth Advisors LLC | 51,134 | $2.76M | $3.26M | $504,387.72 | 18.3% |
| YA Yinka Akinsola Blue Trust Inc. | 2,959 | $158,221.16 | $183,635.54 | $25,414.38 | 16.06% |
 Loraine Ell Better Money Decisions LLC | 36,647 | $1.58M | $2.27M | $697,103.9 | 44.2% |
 Jeff Ameen Spire Wealth Management | 117,655 | $4.95M | $7.3M | $2.35M | 47.54% |
 Eric Becker Guardian Wealth Advisors LLC | 219,716 | $11.44M | $13.64M | $2.2M | 19.21% |
 Jason Kaplan Howard Capital Management Group LLC | 4,273 | $214,077.3 | $265,182.38 | $51,105.08 | 23.87% |
 Rajesh Chelapurath Ceera Investments LLC | 108,046 | $5.95M | $6.71M | $755,968.61 | 12.71% |
 Donna Rittershausen Koss-Olinger Consulting LLC | 51,812 | $2.87M | $3.27M | $397,102.98 | 13.82% |
 Kyle P. Smith NewEdge Wealth LLC | 12,585 | $668,046.32 | $794,616.9 | $126,570.58 | 18.95% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 128,853 | $6.62M | $8M | $1.37M | 20.75% |
 Joseph Castro Nuveen LLC | 4,547 | $276,382 | $287,779.63 | $11,397.63 | 4.12% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 8,691 | $528,300 | $539,363.47 | $11,063.47 | 2.09% |
 Hannah Tackett Penobscot Wealth Management | 76,397 | $3.51M | $4.74M | $1.23M | 34.91% |
 Kimberly Van Winkle Twelve Points Wealth Management LLC | 6,631 | $272,375.66 | $418,681.34 | $146,305.68 | 53.71% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 73,114 | $3.73M | $4.54M | $809,064.15 | 21.7% |
