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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Timothy Gerlach Novem Group | 300,595 | $15.93M | $18.96M | $3.04M | 19.07% |
 Amanda Hawley Atria Wealth Solutions Inc. | 156,373 | $7.2M | $9.87M | $2.67M | 37.05% |
| LV Leah Vaden Redwood Financial Network Corp. | 26,569 | $1.13M | $1.68M | $551,656.87 | 48.69% |
 Edward Lowndes Angeles Wealth Management LLC | 2.31M | $108M | $145.66M | $37.66M | 34.87% |
 Bradley J. Lineberger Seaside Wealth Management Inc. | 35,297 | $1.3M | $2.23M | $924,853.83 | 71.06% |
 Kevin Zemann WealthPlan Investment Management LLC | 27,204 | $1.54M | $1.72M | $177,914.16 | 11.56% |
| TL Tradewinds LLC Tradewinds LLC | 752 | $45,714.08 | $47,642.96 | $1,928.88 | 4.22% |
 Joseph Wallace Wallace Advisory Group LLC | 14,933 | $712,149.01 | $948,170.83 | $236,021.82 | 33.14% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 416,551 | $23.96M | $26.28M | $2.31M | 9.66% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 13,331 | $737,682.98 | $840,186.27 | $102,503.29 | 13.9% |
 CJ Harrison DecisionPoint Financial LLC | 750 | $42,514.48 | $47,340 | $4,825.52 | 11.35% |
| JG John Ginter Callan Family Office LLC | 13,567 | $770,741.23 | $855,263.68 | $84,522.45 | 10.97% |
 Amna Ali Khan GDS Wealth Management | 8,056 | $412,026.61 | $510,226.76 | $98,200.15 | 23.83% |
 Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 677,779 | $34.47M | $42.74M | $8.27M | 24% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 107,805 | $5.48M | $6.83M | $1.35M | 24.73% |
 Rachel Faulk Cape Investment Advisory Inc. | 4,142 | $223,429.29 | $261,443.04 | $38,013.75 | 17.01% |
| AIA Acute Investment Advisory LLC Acute Investment Advisory LLC | 4,024 | $210,616.16 | $253,089.48 | $42,473.32 | 20.17% |
| FIL FWG Investments LLC FWG Investments LLC | 7,302 | $386,282.57 | $460,902.24 | $74,619.67 | 19.32% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,628 | $59,942.96 | $102,515.16 | $42,572.2 | 71.02% |
 Mariana Coli Dunhill Financial LLC | 1,658 | $91,736.76 | $104,652.96 | $12,916.2 | 14.08% |
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