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Vanguard ESG U.S. Stock ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 15,026 | $1.32M | $2.01M | $687,874.64 | 52.02% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 199 | $16,926.94 | $26,624.21 | $9,697.27 | 57.29% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 3,000 | $314,670 | $401,370 | $86,700 | 27.55% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 166,585 | $16.4M | $22.3M | $5.9M | 36.01% |
 Jordan Szekely Cherrydale Wealth Management LLC | 7,409 | $604,399.8 | $986,952.89 | $382,553.09 | 63.29% |
| JE John Ervin Ervin Investment Management LLC | 13,688 | $1.66M | $1.8M | $139,634.07 | 8.41% |
 Katherine Saltonstall Sandy Cove Advisors LLC | 3,023 | $341,992.04 | $404,673.89 | $62,681.85 | 18.33% |
| DL David Lutz LifeGuide Financial Advisors LLC | 161,663 | $14.21M | $21.64M | $7.43M | 52.34% |
 Caroline Jankowski Operose Advisors LLC | 233 | $19,507.4 | $31,206.85 | $11,699.45 | 59.97% |
 Ana-Maria Ignat Covestor Ltd | 1,487 | $131,149.56 | $198,202.23 | $67,052.67 | 51.13% |
 John Gorlow Cardiff Park Advisors LLC | 2,485 | $218,994.59 | $332,816.05 | $113,821.46 | 51.97% |
| CC Cheung Chan Chemistry Wealth Management LLC | 10,827 | $1.28M | $1.45M | $167,710.23 | 13.08% |
 Marshall McCormick Fingerlakes Wealth Management Inc. | 22,661 | $1.77M | $3.03M | $1.27M | 71.47% |
 Jay Richards Investment Advisory Group LLC | 2,105 | $249,356.6 | $281,922.65 | $32,566.05 | 13.06% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 5,287 | $481,394.65 | $707,876.43 | $226,481.78 | 47.05% |
| RM Russell Mohberg Regatta Capital Group LLC | 160,397 | $14.41M | $21.48M | $7.06M | 49.02% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 3,131 | $322,721 | $419,209.59 | $96,488.59 | 29.9% |
| FCI Family CFO Inc Family CFO Inc | 9,364 | $728,779.53 | $1.25M | $524,966.43 | 72.03% |
| LWL Leo Wealth LLC Leo Wealth LLC | 692,530 | $78.41M | $92.31M | $13.9M | 17.72% |
| WJ William Jollie Quent Capital LLC | 2,416 | $208,018.51 | $322,391.04 | $114,372.53 | 54.98% |
