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Vanguard Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JGK Jonathan G. Kasting Regimen Wealth LLC | 749 | $227,075 | $214,783.24 | -$12,291.76 | -5.41% |
 Bepin Serraj Richard W. Paul & Associates LLC | 781 | $147,898.79 | $222,877.87 | $74,979.08 | 50.7% |
 Michael R. Panico Arcadia Wealth Management LLC | 29,411 | $6.43M | $8.41M | $1.98M | 30.82% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 863 | $259,505.9 | $247,422.1 | -$12,083.8 | -4.66% |
 Jeffrey Hanson Breakwater Capital Group | 1,261 | $331,147.24 | $359,246.29 | $28,099.05 | 8.49% |
 Kyle Kelley Family Capital Management Inc. | 14,661 | $3.13M | $4.22M | $1.09M | 34.94% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 14,982 | $3.04M | $4.26M | $1.22M | 40.06% |
 Salvatore Cocivera Cora Capital Advisors LLC | 1,509 | $357,602.71 | $434,048.76 | $76,446.05 | 21.38% |
| CWP Charles W. Petredis, CFA Petredis Investment Advisors LLC | 38,608 | $9.25M | $11.11M | $1.86M | 20.07% |
 Paul L. Moffat Arista Wealth Management LLC | 3,298 | $737,957.99 | $941,743.9 | $203,785.91 | 27.61% |
| THL Team Hewins LLC Team Hewins LLC | 2,057 | $497,397.96 | $583,694.34 | $86,296.38 | 17.35% |
 Jesse Haller Compass Financial Group Inc./SD | 6,127 | $1.13M | $1.76M | $637,450.93 | 56.57% |
 Neil Christ Oak Hill Wealth Advisors LLC | 84,461 | $20.33M | $24.29M | $3.96M | 19.48% |
 David Bach River Street Advisors LLC | 1,580 | $361,173 | $454,265.8 | $93,092.8 | 25.78% |
 Moises Valladares Insigneo Advisory Services LLC | 1,320 | $317,021.73 | $374,556.6 | $57,534.87 | 18.15% |
 John Canning Mi LLCreek Capital Advisors LLC | 23,056 | $4.43M | $6.58M | $2.16M | 48.72% |
 David Stevens Stevens Capital Partners | 2,316 | $553,805.91 | $665,931.06 | $112,125.15 | 20.25% |
| TAL TFB Advisors LLC TFB Advisors LLC | 16,108 | $3.75M | $4.63M | $878,524.77 | 23.43% |
 Dana Anspach Sensible Money LLC | 1,411 | $351,493.67 | $405,662.5 | $54,168.83 | 15.41% |
 Scott Highmark Mosaic Family Wealth Partners LLC | 3,940 | $827,321.05 | $1.12M | $293,825.65 | 35.52% |
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