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Vanguard S&P Mid-Cap 400 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Timothy Dwight SpringVest Wealth Management LLC | 22,123 | $2.33M | $2.83M | $494,116.72 | 21.17% |
| MWM Mascagni Wealth Management Inc. Mascagni Wealth Management Inc. | 2,331 | $245,990.69 | $298,612.75 | $52,622.06 | 21.39% |
 Robert L. Wofchuck Ledgewood Wealth Advisors LLC | 1,648 | $214,899 | $211,117.04 | -$3,781.96 | -1.76% |
 Matthew Francis Dean Evelyn Partners Investment Management (Europe) Ltd. | 1,039 | $114,684.7 | $133,101.09 | $18,416.39 | 16.06% |
 Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 78 | $8,188 | $9,986.73 | $1,798.73 | 21.97% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 19,988 | $2.23M | $2.56M | $324,505.18 | 14.52% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 4,008 | $420,862.58 | $512,963.88 | $92,101.3 | 21.88% |
 Base Wealth Management LLC Base Wealth Management LLC | 10,295 | $1.02M | $1.32M | $301,504.91 | 29.67% |
