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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Richard A. Flora Key Client Fiduciary Advisors LLC | 6,581 | $328,876.09 | $416,939.25 | $88,063.16 | 26.78% |
 Dalila Toledo Ascent Group LLC | 326,748 | $16.69M | $20.57M | $3.89M | 23.28% |
| EM Erin Mccann Simplicity Wealth LLC | 301,939 | $17.93M | $19.04M | $1.12M | 6.24% |
 Christopher Schurmann Summit Investment Advisory Services LLC | 30,425 | $1.44M | $1.92M | $480,397.61 | 33.43% |
 Michael Byun SageView Advisory Group LLC | 13,856 | $721,337.62 | $873,274.4 | $151,936.78 | 21.06% |
| KB Kimberly Byrne Bill Few Associates Inc. | 12,722 | $672,091.57 | $797,287.74 | $125,196.17 | 18.63% |
 Owen Schrum Schrum Private Wealth Management LLC | 19,461 | $1.01M | $1.23M | $214,745.98 | 21.19% |
 Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 25,125 | $1.42M | $1.59M | $164,317.5 | 11.56% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 5,099 | $287,447.66 | $321,568.43 | $34,120.77 | 11.87% |
 Jesse Rodrigue Fortune 45 LLC | 10,547 | $465,365.35 | $667,994.24 | $202,628.89 | 43.54% |
 Mark Vicencio Lowery Thomas LLC | 16,340 | $647,568.18 | $1.03M | $383,240.72 | 59.18% |
 Leanne Menzel Smallwood Wealth Investment Management LLC | 5,842 | $203,359.58 | $367,704.83 | $164,345.25 | 80.82% |
 Jaimie Palmer Beacon Capital Management LLC | 15,486 | $887,016.93 | $981,967.26 | $94,950.33 | 10.7% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 7,719 | $319,020.82 | $487,377.66 | $168,356.84 | 52.77% |
| DW Darren Woolson Asset Allocation Strategies LLC | 7,202 | $399,288.8 | $456,678.82 | $57,390.02 | 14.37% |
 Bryan Kupchik Capstone Wealth Management Group LLC | 30,547 | $1.45M | $1.93M | $474,208.04 | 32.66% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 235,324 | $10.12M | $14.94M | $4.82M | 47.62% |
 Christopher M. Marks Sterling Investment Counsel LLC | 4,107 | $227,240.31 | $260,465.94 | $33,225.63 | 14.62% |
 Michael Topley Lansing Street Advisors | 14,318 | $568,327.96 | $907,689.61 | $339,361.65 | 59.71% |
 Mark Fiskio Empirical Asset Management LLC | 6,735 | $352,540.29 | $424,675.42 | $72,135.13 | 20.46% |
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