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Vanguard Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 806 | $194,930.59 | $230,902.8 | $35,972.21 | 18.45% |
 David Scott Phillips Templeton & Phillips Capital Management LLC | 1,652 | $422,478.04 | $472,125.08 | $49,647.04 | 11.75% |
 Marc White Clarendon Private LLC | 982 | $297,664 | $282,786.54 | -$14,877.46 | -5% |
 Sheryl Stephens Stephens Consulting LLC | 71,033 | $17.81M | $20.17M | $2.36M | 13.27% |
 Nelson J. Lam LAM GROUP Inc. | 5,750 | $1.06M | $1.66M | $598,710.41 | 56.54% |
 Lucas Mosher SP Asset Management LLC | 102,238 | $19.14M | $29.47M | $10.33M | 53.97% |
| BP Brett Pohl Kingdom Financial Group LLC | 70 | $18,317.38 | $19,882.45 | $1,565.07 | 8.54% |
 Stephen Smith Kestra Investment Management LLC | 2,454 | $618,661.03 | $696,666.06 | $78,005.03 | 12.61% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 881 | $209,552.54 | $252,670.8 | $43,118.26 | 20.58% |
 Sue Oleari Trifecta Capital Advisors LLC | 355 | $84,128 | $100,804.02 | $16,676.02 | 19.82% |
 Scott Register Register Financial Advisors LLC | 1,815 | $446,642.97 | $516,467.32 | $69,824.35 | 15.63% |
 Bree Pate Olisti Co. Wealth LLC | 1,289 | $241,173.72 | $367,345.66 | $126,171.94 | 52.32% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 16,212 | $3.69M | $4.6M | $912,251.05 | 24.73% |
 Joseph Gentili Riverview Capital Advisers LLC | 1,590 | $368,197.56 | $455,392.06 | $87,194.5 | 23.68% |
 Timothy J. Videnka Forza Wealth Management LLC | 1,410 | $334,142 | $404,388 | $70,246 | 21.02% |
 Kevin Gray Lodestar Private Asset Management LLC | 6,491 | $1.37M | $1.86M | $482,856.53 | 35.16% |
 Steve Alexandrowski GEM Asset Management LLC | 4,080 | $916,458.36 | $1.17M | $258,336.84 | 28.19% |
| TT Thaddeus Toal RCS Financial Planning LLC | 1,455 | $358,910.04 | $416,115.45 | $57,205.41 | 15.94% |
 Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 94,265 | $20.01M | $26.94M | $6.93M | 34.66% |
 Ashley Goggins Hidden Cove Wealth Management LLC | 1,121 | $286,317.31 | $323,638.3 | $37,320.99 | 13.03% |
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