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Vanguard Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Samantha Pierangeli City State Bank | 10,916 | $2.28M | $3.22M | $943,499.53 | 41.42% |
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 4,756 | $1.08M | $1.4M | $323,595.13 | 29.97% |
 Brenda Bickle Adamsbrown Wealth Consultants LLC | 2,050 | $472,615.12 | $603,438 | $130,822.88 | 27.68% |
| WTM W. Travis McKinney HB Wealth Management LLC | 91,104 | $19.87M | $26.82M | $6.95M | 34.98% |
| MC mike Chen Byrne Asset Management LLC | 163 | $33,282.23 | $48,486.79 | $15,204.56 | 45.68% |
 Mark Perrault Intergy Private Wealth LLC | 2,242 | $551,141.64 | $659,955.12 | $108,813.48 | 19.74% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 2,102 | $545,115.79 | $618,744.72 | $73,628.93 | 13.51% |
 Brian O'Rourke O'ROURKE & COMPANY Inc. | 4,952 | $1.11M | $1.46M | $349,451.35 | 31.53% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 1,942 | $503,670.26 | $571,647.12 | $67,976.86 | 13.5% |
| RM Russell Mohberg Regatta Capital Group LLC | 3,798 | $879,240.48 | $1.12M | $238,738.8 | 27.15% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 555 | $124,205.58 | $163,369.8 | $39,164.22 | 31.53% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 38,056 | $8.53M | $11.2M | $2.67M | 31.28% |
 Courtney Lawson Autumn Glory Partners LLC | 5,386 | $1.38M | $1.59M | $202,178.11 | 14.62% |
| FCI Family CFO Inc Family CFO Inc | 1,978 | $443,388.64 | $582,244.08 | $138,855.44 | 31.32% |
| SC Sue Cox BetterWealth LLC | 1,230 | $322,161.6 | $362,062.8 | $39,901.2 | 12.39% |
 Jeremy Baltz Raleigh Capital Management Inc. | 715 | $140,503.1 | $210,467.4 | $69,964.3 | 49.8% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 3,383 | $802,481.43 | $995,819.88 | $193,338.45 | 24.09% |
 Allison Tronnes Forum Financial Management LP | 1,628 | $386,060.61 | $479,218.08 | $93,157.47 | 24.13% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 3,884 | $970,669.51 | $1.14M | $172,624.73 | 17.78% |
| LWL Leo Wealth LLC Leo Wealth LLC | 2,353 | $607,056.93 | $692,629.08 | $85,572.15 | 14.1% |
