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Vanguard Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Owen McCabe Tyche Wealth Partners LLC | 1,817 | $476,906.08 | $517,917.68 | $41,011.6 | 8.6% |
 United Advisor Group LLC United Advisor Group, LLC | 1,991 | $437,669.6 | $567,275.72 | $129,606.12 | 29.61% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 5,822 | $1.3M | $1.66M | $359,408.35 | 27.62% |
 Steven D Urban Urban Financial Advisory Corp | 2,041 | $471,225.66 | $583,072.88 | $111,847.22 | 23.74% |
 Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 2,165 | $523,294.38 | $617,544.6 | $94,250.22 | 18.01% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,840 | $882,096.39 | $1.1M | $216,105.21 | 24.5% |
 PETER KRUSSEL Southland Equity Partners LLC | 2,951 | $596,664.32 | $841,743.24 | $245,078.92 | 41.07% |
 Jon Deven Mouton CAP Partners, LLC | 992 | $211,623.07 | $285,234.72 | $73,611.65 | 34.78% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 3,785 | $875,564.92 | $1.09M | $216,558.98 | 24.73% |
 Benjamin Carter Turtle Creek Wealth Advisors, LLC | 532 | $137,229.51 | $153,200.04 | $15,970.53 | 11.64% |
 Steven JE Manders BKM Wealth Management, LLC | 1,072 | $230,795.57 | $308,350.08 | $77,554.51 | 33.6% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 1,168 | $253,493.65 | $333,954.56 | $80,460.91 | 31.74% |
 Mark Heider Peirce Capital Management, LLC | 1,978 | $518,077.36 | $566,202.5 | $48,125.14 | 9.29% |
 Andrew Schiff TRITONPOINT WEALTH, LLC | 12,708 | $2.84M | $3.63M | $785,256.37 | 27.65% |
 Brad Sayre Shared Vision Wealth Group LLC | 1,165 | $250,769.75 | $335,298.65 | $84,528.9 | 33.71% |
 Mark Fonville Fonville Wealth Management LLC | 42,424 | $9.2M | $12.2M | $3M | 32.67% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 982 | $215,396.49 | $280,410.1 | $65,013.61 | 30.18% |
| MG Melissa Glennie Capital Management Associates, Inc | 42,847 | $10.1M | $12.32M | $2.22M | 22.02% |
 Anthony Blagrove Traveka Wealth, LLC | 7,028 | $1.5M | $2.02M | $515,371.13 | 34.36% |
 Julie Beswick Advantage Trust Co | 1,405 | $351,582.84 | $402,883.75 | $51,300.91 | 14.59% |
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