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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 4,885 | $274,194.64 | $303,163.1 | $28,968.46 | 10.56% |
 Jesse Rodrigue Fortune 45 LLC | 10,501 | $462,553.37 | $651,692.07 | $189,138.7 | 40.89% |
 Mark Vicencio Lowery Thomas LLC | 16,340 | $647,568.18 | $1.01M | $366,492.24 | 56.6% |
 Leanne Menzel Smallwood Wealth Investment Management LLC | 5,842 | $203,359.58 | $362,554.53 | $159,194.95 | 78.28% |
 Jaimie Palmer Beacon Capital Management LLC | 15,486 | $887,016.93 | $961,061.18 | $74,044.25 | 8.35% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 7,719 | $319,020.82 | $479,041.15 | $160,020.33 | 50.16% |
| DW Darren Woolson Asset Allocation Strategies LLC | 7,202 | $399,288.8 | $459,343.56 | $60,054.76 | 15.04% |
 Bryan Kupchik Capstone Wealth Management Group LLC | 30,547 | $1.45M | $1.9M | $443,661.07 | 30.55% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 235,324 | $10.12M | $14.86M | $4.74M | 46.85% |
 Christopher M. Marks Sterling Investment Counsel LLC | 4,107 | $227,240.31 | $254,880.42 | $27,640.11 | 12.16% |
 Michael Topley Lansing Street Advisors | 14,318 | $568,327.96 | $888,575.09 | $320,247.13 | 56.35% |
 Mark Fiskio Empirical Asset Management LLC | 6,735 | $352,540.29 | $425,247.9 | $72,707.61 | 20.62% |
 Timothy Gerlach Novem Group | 300,595 | $15.93M | $18.65M | $2.73M | 17.13% |
 Amanda Hawley Atria Wealth Solutions Inc. | 156,373 | $7.2M | $9.7M | $2.5M | 34.75% |
| LV Leah Vaden Redwood Financial Network Corp. | 26,569 | $1.13M | $1.68M | $544,616.09 | 48.07% |
 Edward Lowndes Angeles Wealth Management LLC | 2.31M | $108M | $143.43M | $35.43M | 32.8% |
 Bradley J. Lineberger Seaside Wealth Management Inc. | 35,297 | $1.3M | $2.19M | $889,027.42 | 68.31% |
 Kevin Zemann WealthPlan Investment Management LLC | 28,746 | $1.63M | $1.78M | $157,175.52 | 9.66% |
| TL Tradewinds LLC Tradewinds LLC | 752 | $45,714.08 | $47,962.56 | $2,248.48 | 4.92% |
 Joseph Wallace Wallace Advisory Group LLC | 10,970 | $471,238.26 | $680,798.21 | $209,559.95 | 44.47% |
