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Vanguard Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 James Rankin Modern Wealth Management, LLC | 21,085 | $4.98M | $6.25M | $1.26M | 25.37% |
 Joseph C. Gissy Tactive Advisors, LLC | 3,263 | $763,998.22 | $966,565.86 | $202,567.64 | 26.51% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 72,802 | $17.43M | $21.57M | $4.14M | 23.76% |
 Menachem Striks Morton Capital Management LLC/CA | 990 | $253,149.39 | $291,960.9 | $38,811.51 | 15.33% |
 David Vollmer PFS Partners, LLC | 44 | $9,852.13 | $13,030.16 | $3,178.03 | 32.26% |
 Benj Foor Frazier Financial Advisors, LLC | 17,058 | $3.66M | $5.05M | $1.39M | 38.12% |
 Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 4,959 | $1.21M | $1.47M | $254,308.72 | 20.94% |
 Amir Har-El Savvy Advisors, Inc. | 56,306 | $13.85M | $16.57M | $2.72M | 19.64% |
 Cindi Hill Keener Financial Planning LLC | 1,515 | $323,551.91 | $448,970.25 | $125,418.34 | 38.76% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 1,129 | $336,670.04 | $334,342.07 | -$2,327.97 | -0.69% |
 Owen McCabe Tyche Wealth Partners LLC | 1,304 | $321,364.03 | $386,440.4 | $65,076.37 | 20.25% |
 United Advisor Group LLC United Advisor Group, LLC | 2,001 | $439,849.99 | $592,736.22 | $152,886.23 | 34.76% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 5,696 | $1.26M | $1.69M | $424,923.41 | 33.65% |
 Steven D Urban Urban Financial Advisory Corp | 2,060 | $475,732.69 | $610,388.3 | $134,655.61 | 28.3% |
 Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,165 | $523,294.38 | $641,500.32 | $118,205.94 | 22.59% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,064 | $929,882.31 | $1.2M | $265,827.77 | 28.59% |
 PETER KRUSSEL Southland Equity Partners LLC | 3,021 | $610,291.92 | $895,137.4 | $284,845.48 | 46.67% |
 Jon Deven Mouton CAP Partners, LLC | 992 | $211,623.07 | $293,934.56 | $82,311.49 | 38.9% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 3,817 | $882,392.29 | $1.13M | $248,603.89 | 28.17% |
 Benjamin Carter Turtle Creek Wealth Advisors, LLC | 532 | $137,229.51 | $157,589.04 | $20,359.53 | 14.84% |
