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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 498,018 | $26.94M | $31.42M | $4.47M | 16.6% |
| SCM Spring Capital Management LLC Spring Capital Management LLC | 18,490 | $944,284.3 | $1.17M | $221,417.75 | 23.45% |
 Olalekan F. Adeduji Washington Trust Advisors Inc. | 402 | $22,242.66 | $25,305.9 | $3,063.24 | 13.77% |
 Ashish Sharma DGS Capital Management LLC | 9,612 | $429,742.45 | $605,796.3 | $176,053.85 | 40.97% |
 Joseph Allaria CarsonAllaria Wealth Management Ltd. | 443,527 | $20M | $27.98M | $7.97M | 39.85% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 72,527 | $3.84M | $4.58M | $732,876.22 | 19.06% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 41,018 | $2.32M | $2.57M | $250,209.8 | 10.78% |
 Brandon Collier Collier Financial | 330,680 | $17.89M | $21M | $3.1M | 17.35% |
 William Reid Culp III TAGStone Capital Inc. | 109,108 | $4.81M | $6.93M | $2.12M | 44.18% |
 Dominic Corabi Wedmont Private Capital | 5,505 | $340,924.65 | $347,255.4 | $6,330.75 | 1.86% |
 Susan M. Stiles Stiles Financial Services Inc. | 6,425 | $304,271.56 | $407,473.5 | $103,201.94 | 33.92% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 16,671 | $872,560.14 | $1.05M | $177,796.21 | 20.38% |
| RS Radon Stancil POM Investment Strategies LLC | 6,726 | $382,103.24 | $424,713.27 | $42,610.03 | 11.15% |
 Taylor Jobe MKT Advisors LLC | 25,295 | $1.36M | $1.6M | $246,077.81 | 18.12% |
 Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,076 | $46,483.2 | $67,825.66 | $21,342.46 | 45.91% |
 Michelle Wells Darrow Company Inc. | 7,864 | $394,573.84 | $496,100.44 | $101,526.6 | 25.73% |
 Jason Whitby Stone Summit Wealth LLC | 177,070 | $7.95M | $11.22M | $3.27M | 41.08% |
 Timothy Carne SFG Wealth Management LLC | 5,399 | $245,094.09 | $340,838.87 | $95,744.78 | 39.06% |
 David B. Short Investments & Financial Planning LLC | 10,067 | $414,741.99 | $634,372 | $219,630.01 | 52.96% |
 Penny A. Phillips Journey Strategic Wealth LLC | 563,131 | $30.21M | $35.46M | $5.25M | 17.37% |
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