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Vanguard ESG U.S. Stock ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 David Levy Diversified Enterprises LLC | 2,401 | $251,840.93 | $316,980.03 | $65,139.1 | 25.87% |
| MWA Martel Wealth Advisors Inc. Martel Wealth Advisors Inc. | 1,814 | $131,323.38 | $239,484.29 | $108,160.91 | 82.36% |
 Adam Amante Fortress Financial Solutions LLC | 9,614 | $1.04M | $1.27M | $233,423.74 | 22.54% |
 Seneschal Advisors LLC Seneschal Advisors LLC | 175 | $23,142 | $24,057.25 | $915.25 | 3.95% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 15,464 | $1.65M | $2.04M | $393,407.77 | 23.87% |
 Five Pine Wealth Management Five Pine Wealth Management | 3,609 | $378,807.02 | $493,242.03 | $114,435.01 | 30.21% |
 Millstone Evans Group LLC Millstone Evans Group LLC | 6,409 | $715,767.44 | $877,007.56 | $161,240.12 | 22.53% |
| TKP Tallon Kerry Patrick Tallon Kerry Patrick | 2,175 | $227,549 | $287,143.51 | $59,594.51 | 26.19% |
 Highline Wealth Partners LLC Highline Wealth Partners LLC | 491 | $59,165.04 | $64,821.82 | $5,656.78 | 9.56% |
 Heather Scully NWF Advisory Services Inc. | 3,870 | $387,260.89 | $510,917.42 | $123,656.53 | 31.93% |
| WCL Wolfstich Capital LLC Wolfstich Capital LLC | 2,219 | $243,291.1 | $292,952.39 | $49,661.29 | 20.41% |
 Tandem Financial LLC Tandem Financial LLC | 2,164 | $243,044.06 | $297,485.08 | $54,441.02 | 22.4% |
 Lyn Dippel Curio Wealth LLC | 6,797 | $745,204 | $931,936.67 | $186,732.67 | 25.06% |
 Lia Bertelson Mallini Complete Financial Planning LLC | 29,154 | $3.08M | $3.85M | $765,667.79 | 24.83% |
| MWG Martin Worley Group Martin Worley Group | 23,234 | $2.4M | $3.07M | $665,565.82 | 27.71% |
 VestGen Advisors LLC VestGen Advisors LLC | 2,024 | $244,868.02 | $276,964.16 | $32,096.14 | 13.11% |
 C. Eric Christiansen Quantum Financial Planning Services Inc. | 5,818 | $613,781.06 | $768,092.38 | $154,311.32 | 25.14% |
 Keyvantage Wealth LLC Keyvantage Wealth LLC | 1,632 | $215,816 | $223,322.88 | $7,506.88 | 3.48% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 4,579 | $480,079.52 | $604,519.6 | $124,440.08 | 25.92% |
| EJK Edward J. King Graney & King LLC | 1,142 | $119,794.85 | $156,579.62 | $36,784.77 | 30.71% |
