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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 715,808 | $35.12M | $44.42M | $9.3M | 26.48% |
 Brandon Collier Collier Financial | 330,680 | $17.89M | $20.52M | $2.63M | 14.7% |
 William Reid Culp III TAGStone Capital Inc. | 109,108 | $4.81M | $6.91M | $2.1M | 43.71% |
 Susan M. Stiles Stiles Financial Services Inc. | 6,425 | $304,271.56 | $407,023.75 | $102,752.19 | 33.77% |
| RS Radon Stancil POM Investment Strategies LLC | 6,726 | $382,103.24 | $417,415.57 | $35,312.33 | 9.24% |
 Taylor Jobe MKT Advisors LLC | 25,295 | $1.36M | $1.57M | $211,929.59 | 15.61% |
 Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,076 | $46,483.2 | $66,776.56 | $20,293.36 | 43.66% |
 Michelle Wells Darrow Company Inc. | 7,864 | $394,573.84 | $488,039.85 | $93,466.01 | 23.69% |
 Jason Whitby Stone Summit Wealth LLC | 152,106 | $6.42M | $9.44M | $3.02M | 46.93% |
 Timothy Carne SFG Wealth Management LLC | 5,399 | $245,094.09 | $335,061.95 | $89,967.86 | 36.71% |
 David B. Short Investments & Financial Planning LLC | 10,067 | $414,741.99 | $637,744.45 | $223,002.46 | 53.77% |
 Penny A. Phillips Journey Strategic Wealth LLC | 563,131 | $30.21M | $34.95M | $4.74M | 15.68% |
 Tyler Glazier New Millennium Group LLC | 292 | $16,588.52 | $18,121.52 | $1,533 | 9.24% |
 Caroline Jankowski Operose Advisors LLC | 2,691 | $141,163.34 | $170,474.85 | $29,311.51 | 20.76% |
 Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 21,428 | $1.14M | $1.35M | $210,658.74 | 18.44% |
 John Gorlow Cardiff Park Advisors LLC | 328 | $15,294.64 | $20,919.84 | $5,625.2 | 36.78% |
 Kelly Kaczmarczyk Dravo Bay LLC | 5,646 | $320,379.88 | $357,335.34 | $36,955.46 | 11.53% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 25,169 | $1.53M | $1.56M | $31,964.66 | 2.09% |
 James Langer Redmont Wealth Advisors LLC | 135 | $6,894.45 | $8,378.1 | $1,483.65 | 21.52% |
 Bill McVay Red Tortoise LLC | 70,838 | $2.91M | $4.4M | $1.48M | 50.95% |
