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SPDR Portfolio S&P 500 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Kevin Kroskey True Wealth Design LLC | 7 | $397 | $431.83 | $34.83 | 8.77% |
 Jill Batley Gateway Wealth Partners LLC | 366,709 | $19.56M | $22.8M | $3.24M | 16.58% |
| PIL PFG Investments LLC PFG Investments LLC | 27,507 | $1.44M | $1.71M | $269,327.07 | 18.72% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 6,354 | $351,566.76 | $394,869.33 | $43,302.57 | 12.32% |
 Alexandra Stickelman Root Financial Partners, LLC | 20,313 | $1.06M | $1.26M | $198,578.6 | 18.68% |
 Staci Compagno Portside Wealth Group, LLC | 242,776 | $12.03M | $15.04M | $3.01M | 25.04% |
 Courtney Holt Compound Planning, Inc. | 37,232 | $2.08M | $2.31M | $229,750.39 | 11.03% |
 Katherine Stoner Empower Advisory Group, LLC | 4,004 | $226,546 | $248,648.4 | $22,102.4 | 9.76% |
 Megan J. Lottier Rockwood Wealth Management, LLC | 3,589 | $176,848.73 | $222,881.57 | $46,032.84 | 26.03% |
 Shawn Scholz Impact Partnership Wealth, LLC | 12,127 | $688,935.19 | $753,086.7 | $64,151.51 | 9.31% |
 Chad Tobin Slagle Financial, LLC | 45,082 | $2.4M | $2.8M | $400,057.88 | 16.67% |
 Michael Ryan Michael S. Ryan, Inc. | 493,644 | $22.9M | $30.66M | $7.76M | 33.88% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,765 | $835,030 | $1.04M | $205,657.37 | 24.63% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 14,414 | $577,405.94 | $895,109.4 | $317,703.46 | 55.02% |
 Annmarie Young KPP Advisory Services LLC | 4,729 | $239,793.02 | $293,505.38 | $53,712.36 | 22.4% |
 Norden Group LLC NORDEN GROUP LLC | 48,068 | $2.42M | $2.98M | $567,647.64 | 23.5% |
 John M Roach Waterway Wealth Management, LLC | 12,190 | $689,710 | $757,014.85 | $67,304.85 | 9.76% |
 Christopher C. Powers Farther Finance Advisors, LLC | 183,169 | $9.49M | $11.34M | $1.85M | 19.51% |
 Peter David N Soliman Second Line Capital, LLC | 5,719 | $300,836.2 | $354,949.73 | $54,113.53 | 17.99% |
 Dina Fliss Global View Capital Management LLC | 4,718 | $261,703.82 | $292,822.67 | $31,118.85 | 11.89% |
