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Vanguard ESG U.S. Stock ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WCL Wolfstich Capital LLC Wolfstich Capital LLC | 2,793 | $306,224.45 | $365,771.28 | $59,546.83 | 19.45% |
 Tandem Financial LLC Tandem Financial LLC | 2,159 | $242,383 | $284,361.89 | $41,978.89 | 17.32% |
 Lyn Dippel Curio Wealth LLC | 6,797 | $745,204 | $896,898.13 | $151,694.13 | 20.36% |
 Lia Bertelson Mallini Complete Financial Planning LLC | 29,154 | $3.08M | $3.84M | $756,629.93 | 24.54% |
| MWG Martin Worley Group Martin Worley Group | 23,234 | $2.4M | $3.06M | $658,363.19 | 27.41% |
 VestGen Advisors LLC VestGen Advisors LLC | 2,020 | $244,339 | $266,549.1 | $22,210.1 | 9.09% |
 C. Eric Christiansen Quantum Financial Planning Services Inc. | 5,818 | $613,781.06 | $775,481.22 | $161,700.16 | 26.34% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 4,574 | $479,418.34 | $603,562.17 | $124,143.83 | 25.89% |
| EJK Edward J. King Graney & King LLC | 1,412 | $148,116.07 | $186,320.46 | $38,204.39 | 25.79% |
| ABW Alexander B. Weinberger Weinberger Asset Management Inc. | 6,608 | $766,498.95 | $871,958.64 | $105,459.69 | 13.76% |
 Prime Buchholz LLC Prime Buchholz LLC | 92,675 | $10.06M | $12.23M | $2.17M | 21.62% |
| JW Jeffrey Waters OFC Financial Planning LLC | 1,816 | $199,105.76 | $239,630.28 | $40,524.52 | 20.35% |
| AC Andrew Carter Panoramic Capital Partners LLC | 3,397 | $335,865.14 | $448,454.95 | $112,589.81 | 33.52% |
| FLP Financial Life Planners Financial Life Planners | 10 | $1,144 | $1,320.15 | $176.15 | 15.4% |
 Bryan Molinar Atlas Legacy Advisors LLC | 47,595 | $5.03M | $6.28M | $1.25M | 24.78% |
 Post Resch Tallon Group Inc. Post Resch Tallon Group Inc. | 1,571 | $207,749 | $207,199.19 | -$549.81 | -0.26% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 923 | $96,814 | $121,503.72 | $24,689.72 | 25.5% |
| LC Linde Carroll Momentous Wealth Management Inc. | 1,840 | $193,025.11 | $242,438.4 | $49,413.29 | 25.6% |
 Clune & Associates Ltd. Clune & Associates Ltd. | 4,951 | $566,773.93 | $651,749.64 | $84,975.71 | 14.99% |
 Navigoe LLC Navigoe LLC | 200 | $20,978 | $26,328 | $5,350 | 25.5% |
