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VANGUARD SMALL-CAP VALUE ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Kathleen Thornhill Confluence Wealth Services Inc. | 2,283 | $452,054.23 | $558,490.29 | $106,436.06 | 23.54% |
 Bill McVay Red Tortoise LLC | 9,990 | $1.78M | $2.44M | $668,686.18 | 37.67% |
 Samantha Pierangeli City State Bank | 8,133 | $1.29M | $1.99M | $697,924.29 | 54.03% |
 Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 896 | $194,733.22 | $223,910.39 | $29,177.17 | 14.98% |
 Christopher Pelch Vance Wealth LLC | 7,812 | $1.31M | $1.97M | $656,762.2 | 50.16% |
 Morgan Christen Spinnaker Investment Group LLC | 3,886 | $814,333.42 | $950,632.18 | $136,298.76 | 16.74% |
 Michael Hackman HFG Advisors Inc. | 4,481 | $747,305.83 | $1.12M | $372,496.03 | 49.85% |
| MWM Marion Wealth Management Marion Wealth Management | 4,261 | $830,937.61 | $1.04M | $211,430.82 | 25.44% |
 Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,955 | $350,488.08 | $478,251.65 | $127,763.57 | 36.45% |
 W. Travis McKinney HB Wealth Management LLC | 63,575 | $11.38M | $15.55M | $4.17M | 36.62% |
 Daniel Forbes Forbes Financial Planning Inc. | 53,767 | $10.16M | $13.15M | $2.99M | 29.41% |
 Taylor Fairman Eagle Rock Investment Company LLC | 2,878 | $520,393.69 | $704,045.14 | $183,651.45 | 35.29% |
 Brian O'Rourke O'ROURKE & COMPANY Inc. | 12,497 | $2.15M | $3.14M | $998,515.4 | 46.52% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 2,060 | $364,036.28 | $503,937.8 | $139,901.52 | 38.43% |
| FCI Family CFO Inc Family CFO Inc | 73,425 | $12.8M | $17.96M | $5.16M | 40.31% |
 Michelle McCarthy Vantage Financial Partners LLC | 1,729 | $347,324.78 | $422,965.27 | $75,640.49 | 21.78% |
 Allison Tronnes Forum Financial Management LP | 1,970 | $442,010.47 | $481,921.1 | $39,910.63 | 9.03% |
 Michael O'Connor Capasso Planning Partners LLC | 1,569 | $286,538.54 | $391,873.44 | $105,334.9 | 36.76% |
 William Jollie Quent Capital LLC | 38,134 | $6.78M | $9.53M | $2.75M | 40.6% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,901 | $943,617.44 | $1.23M | $289,768.22 | 30.71% |
