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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 93,820 | $4.44M | $5.94M | $1.5M | 33.83% |
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 8,371 | $350,939.4 | $519,504.27 | $168,564.87 | 48.03% |
 Christopher Pelch Vance Wealth LLC | 46,829 | $2.03M | $2.99M | $954,189.58 | 46.95% |
| TA Thomas Anderton 626 Financial LLC | 10,260 | $353,867.4 | $636,735.61 | $282,868.21 | 79.94% |
| MWM Marion Wealth Management Marion Wealth Management | 4,875 | $257,962.84 | $302,542.5 | $44,579.66 | 17.28% |
 W. Travis McKinney HB Wealth Management LLC | 4,707 | $260,584.59 | $292,116.42 | $31,531.83 | 12.1% |
| MC mike Chen Byrne Asset Management LLC | 172 | $7,096.72 | $10,674.32 | $3,577.6 | 50.41% |
 Mark Perrault Intergy Private Wealth LLC | 82,226 | $2.98M | $5.1M | $2.12M | 71.05% |
 Nathan Geraci ETF Store Inc. | 6,828 | $363,525.99 | $423,745.69 | $60,219.7 | 16.57% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,350 | $397,280.39 | $456,141.01 | $58,860.62 | 14.82% |
 William Jollie Quent Capital LLC | 149,189 | $6.13M | $9.42M | $3.29M | 53.62% |
 Marc H. Stone Tyler-Stone Wealth Management | 76,504 | $3.56M | $4.75M | $1.19M | 33.3% |
 Richard A. Flora Key Client Fiduciary Advisors LLC | 6,581 | $328,876.09 | $408,416.87 | $79,540.78 | 24.19% |
 Dalila Toledo Ascent Group LLC | 329,480 | $16.83M | $20.45M | $3.62M | 21.52% |
| EM Erin Mccann Simplicity Wealth LLC | 301,939 | $17.93M | $18.74M | $812,422.71 | 4.53% |
 Christopher Schurmann Summit Investment Advisory Services LLC | 30,425 | $1.44M | $1.89M | $451,037.52 | 31.38% |
 Michael Byun SageView Advisory Group LLC | 13,856 | $721,337.62 | $874,867.84 | $153,530.22 | 21.28% |
| KB Kimberly Byrne Bill Few Associates Inc. | 12,259 | $643,417.98 | $760,793.55 | $117,375.57 | 18.24% |
 Owen Schrum Schrum Private Wealth Management LLC | 19,461 | $1.01M | $1.23M | $215,135.2 | 21.22% |
 Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 27,121 | $1.53M | $1.68M | $148,623.11 | 9.69% |
