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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 John R. Hanahan Yukon Wealth Management Inc. | 68,523 | $3.68M | $4.35M | $664,547.67 | 18.04% |
 Fortitude Financial LLC Fortitude Financial LLC | 3,876 | $220,195.29 | $243,897.3 | $23,702.01 | 10.76% |
 J. Kemp Sawers Uptown Financial Advisors LLC | 165,885 | $8.65M | $10.47M | $1.83M | 21.11% |
 Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 14,038 | $724,188.72 | $890,289.96 | $166,101.24 | 22.94% |
 Anna Christine Golden Reserve Retirement LLC | 4,946 | $300,658 | $312,240.98 | $11,582.98 | 3.85% |
| RM Rich Mowrer Brookwood Investment Group LLC | 5,824 | $337,494.14 | $366,649.92 | $29,155.78 | 8.64% |
 Nicole Reese WPG Advisers LLC | 210 | $10,770.11 | $13,254.15 | $2,484.04 | 23.06% |
| AS Aryn Sands GK Wealth Management LLC | 296 | $18,054 | $18,550.32 | $496.32 | 2.75% |
 Warner Group LLC Warner Group LLC | 11,147 | $677,628 | $707,500.09 | $29,872.09 | 4.41% |
 Maseco LLP Maseco LLP | 1,893 | $108,634.29 | $119,628.13 | $10,993.84 | 10.12% |
 Longview Financial Advisors LLC Longview Financial Advisors LLC | 1,024 | $56,448.5 | $64,901.12 | $8,452.62 | 14.97% |
 Jon Lewis Midwest Trust Co | 10,474 | $592,150.6 | $660,123.85 | $67,973.25 | 11.48% |
 William P. Ratcliff Rebel Financial LLC | 279,279 | $15.86M | $17.62M | $1.75M | 11.03% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 39,336 | $2.24M | $2.48M | $244,481.17 | 10.92% |
 Harvey E. Hutchinson IV Hutchinson Financial Advisors Inc. | 25,921 | $1.36M | $1.63M | $278,002.65 | 20.49% |
 Jordan Grabowski Alpha Zero LLC | 23,154 | $1.29M | $1.46M | $171,909.98 | 13.33% |
 Caldwell Trust Co Caldwell Trust Co | 12,544 | $495,752.12 | $789,770.24 | $294,018.12 | 59.31% |
 Landon Marsh Scott Marsh Financial LLC | 17,402 | $910,836 | $1.1M | $188,274.32 | 20.67% |
 Gibbs Wealth Management Gibbs Wealth Management | 434,660 | $23.56M | $27.42M | $3.86M | 16.39% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 7,105 | $404,832.79 | $448,645.22 | $43,812.43 | 10.82% |
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