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Vanguard ESG U.S. Stock ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Lauren Sterling NerdWallet Wealth Partners LLC | 1,553 | $205,385 | $205,027.07 | -$357.93 | -0.17% |
 Adam Scott Argyle Capital Partners LLC | 1,799 | $237,900 | $246,660.89 | $8,760.89 | 3.68% |
| CTC Caldwell Trust Co Caldwell Trust Co | 805 | $61,799.94 | $106,276.1 | $44,476.16 | 71.97% |
| FFL Farnam Financial LLC Farnam Financial LLC | 14,308 | $1.5M | $1.89M | $384,774.34 | 25.58% |
 Sara Amparan Prospera Capital Management LLC | 21,260 | $2.83M | $2.81M | -$23,007.71 | -0.81% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 3,444 | $381,426.32 | $454,676.89 | $73,250.57 | 19.2% |
 David K. Gilmore Equity Wealth Partners LLC | 2,020 | $242,087.92 | $266,680.41 | $24,592.49 | 10.16% |
