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Vanguard ESG U.S. Stock ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jane Bortnem Cherry Tree Wealth Management, LLC | 7,829 | $616,204.67 | $1.07M | $452,766.91 | 73.48% |
 Lars Phillips RAM Investment Partners, LLC | 4,878 | $321,289.49 | $666,725.04 | $345,435.55 | 107.52% |
 John Hayes LongView Wealth Management | 2,272 | $252,148.83 | $308,196.8 | $56,047.97 | 22.23% |
 Tracey A. Baker CJM Wealth Advisers, Ltd. | 7,846 | $678,910.18 | $1.07M | $389,518.87 | 57.37% |
 Christopher C. Powers Farther Finance Advisors, LLC | 40,395 | $4.37M | $5.49M | $1.11M | 25.44% |
 Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 106,687 | $14.11M | $14.41M | $303,498.57 | 2.15% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 2,543 | $312,216.96 | $347,615.38 | $35,398.42 | 11.34% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 17,094 | $1.64M | $2.31M | $666,833.19 | 40.6% |
 Kevin Bresler TD Waterhouse Canada Inc. | 5,710 | $559,766.95 | $779,643.4 | $219,876.45 | 39.28% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 7,862 | $1.01M | $1.07M | $59,036.28 | 5.82% |
 Amir Har-El Savvy Advisors, Inc. | 8,625 | $915,886.74 | $1.17M | $258,752.01 | 28.25% |
 Mark Heider Peirce Capital Management, LLC | 5,883 | $520,218.37 | $801,558.75 | $281,340.38 | 54.08% |
 Andrew Schiff TRITONPOINT WEALTH, LLC | 2,009 | $225,550 | $271,958.33 | $46,408.33 | 20.58% |
 Andy Bloom MB Generational Wealth, LLC | 1,533 | $181,568.52 | $208,763.94 | $27,195.42 | 14.98% |
 Joshua Stipcich Tidemark, LLC | 43 | $4,510 | $5,854.66 | $1,344.66 | 29.82% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 454 | $55,329 | $61,671.36 | $6,342.36 | 11.46% |
 Adam Colby Wealth Group Ltd | 24,917 | $2.34M | $3.39M | $1.06M | 45.15% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 6,496 | $662,860.25 | $871,178.56 | $208,318.31 | 31.43% |
 Sharon Allen Sterling Wealth Management, Inc. | 4,438 | $383,971.37 | $606,031.09 | $222,059.72 | 57.83% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 83,825 | $7.97M | $11.45M | $3.48M | 43.64% |
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