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Vanguard Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Aryn Sands GK Wealth Management LLC | 2,497 | $756,823.29 | $719,535.52 | -$37,287.77 | -4.93% |
 Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 27,713 | $7.11M | $7.92M | $804,824.08 | 11.31% |
 Justin Boggs Optima Capital LLC | 2,344 | $645,278.6 | $674,110.96 | $28,832.36 | 4.47% |
 Birchbrook Inc. Birchbrook Inc. | 306 | $65,492.34 | $87,323.22 | $21,830.88 | 33.33% |
 Horan Wealth LLC Horan Wealth LLC | 3,668 | $941,783.43 | $1.05M | $108,291.61 | 11.5% |
 Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 6,161 | $1.49M | $1.77M | $273,643.68 | 18.35% |
 Maseco LLP Maseco LLP | 1,043 | $271,520.22 | $297,640.91 | $26,120.69 | 9.62% |
 Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,345 | $318,897.8 | $382,928.22 | $64,030.42 | 20.08% |
 Jon Lewis Midwest Trust Co | 32,890 | $7.9M | $9.35M | $1.45M | 18.38% |
 Ronald L. Valpey Valpey Financial Services LLC | 3,690 | $951,835.5 | $1.06M | $106,308.9 | 11.17% |
 Timothy T. Murray Gladwyn Financial Advisors Inc. | 412 | $97,692.8 | $118,040.06 | $20,347.26 | 20.83% |
 Nathaniel W. Klitzing Cambridge Capital Management LLC | 26,554 | $5.98M | $7.6M | $1.62M | 27.15% |
 Molly Wheeler Burk Holdings LLC | 236 | $61,850.98 | $67,068.84 | $5,217.86 | 8.44% |
 Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 8,744 | $2.1M | $2.49M | $389,298.61 | 18.53% |
 Caldwell Trust Co Caldwell Trust Co | 3,484 | $802,919.85 | $989,577.94 | $186,658.09 | 23.25% |
 Farnam Financial LLC Farnam Financial LLC | 13,118 | $3.21M | $3.75M | $542,672.99 | 16.93% |
 Gibbs Wealth Management Gibbs Wealth Management | 974 | $255,110 | $277,156.57 | $22,046.57 | 8.64% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,751 | $713,958.71 | $783,732.39 | $69,773.68 | 9.77% |
 Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 38 | $9,005 | $10,798.84 | $1,793.84 | 19.92% |
 Sara Amparan Prospera Capital Management LLC | 2,794 | $680,043.83 | $798,860.48 | $118,816.65 | 17.47% |
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