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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 324,073 | $18.34M | $20.11M | $1.78M | 9.69% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 13,331 | $737,682.98 | $827,321.87 | $89,638.89 | 12.15% |
 CJ Harrison DecisionPoint Financial LLC | 750 | $42,514.48 | $46,545 | $4,030.52 | 9.48% |
| JG John Ginter Callan Family Office LLC | 13,567 | $770,741.23 | $858,655.43 | $87,914.2 | 11.41% |
 Amna Ali Khan GDS Wealth Management | 8,056 | $412,026.61 | $510,347.6 | $98,320.99 | 23.86% |
 Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 677,779 | $34.47M | $42.06M | $7.59M | 22.03% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 107,805 | $5.48M | $6.88M | $1.4M | 25.48% |
 Rachel Faulk Cape Investment Advisory Inc. | 5,120 | $263,253.41 | $317,747.21 | $54,493.8 | 20.7% |
| AIA Acute Investment Advisory LLC Acute Investment Advisory LLC | 4,024 | $210,616.16 | $249,729.44 | $39,113.28 | 18.57% |
| FIL FWG Investments LLC FWG Investments LLC | 7,302 | $386,282.57 | $453,162.13 | $66,879.56 | 17.31% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,628 | $59,942.96 | $103,133.8 | $43,190.84 | 72.05% |
 Mariana Coli Dunhill Financial LLC | 1,658 | $91,736.76 | $104,686.12 | $12,949.36 | 14.12% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 536 | $30,466.49 | $33,264.16 | $2,797.67 | 9.18% |
 Daphne Jo Stasco Lantern Wealth Advisors LLC | 22,928 | $1.22M | $1.42M | $201,650.37 | 16.51% |
 Lukas Lindgren Abound Wealth Management | 29 | $1,640.87 | $1,799.74 | $158.87 | 9.68% |
 Paul Saltaformaggio Hibernia Wealth Partners LLC | 3,463 | $195,935.73 | $214,913.78 | $18,978.05 | 9.69% |
 Jill Grimes Centurion Wealth Management LLC | 6,581 | $400,059 | $408,416.87 | $8,357.87 | 2.09% |
 Alex Nunnamaker Schechter Investment Advisors LLC | 42,990 | $2.1M | $2.67M | $568,933.75 | 27.1% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 11,694 | $491,515.06 | $725,729.65 | $234,214.59 | 47.65% |
 Bert D. Barre Colonial Trust Co. / SC | 2,800 | $114,495 | $177,212 | $62,717 | 54.78% |
