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Vanguard S&P Small-Cap 600 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 7,064 | $623,028.28 | $785,481.48 | $162,453.2 | 26.07% |
 Kevin Bresler TD Waterhouse Canada Inc. | 90 | $14,134.5 | $10,023.3 | -$4,111.2 | -29.09% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 201,768 | $19.96M | $22.47M | $2.51M | 12.59% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 7,078 | $753,089.8 | $785,304.1 | $32,214.3 | 4.28% |
 Michelle Taylor BALANCED WEALTH GROUP LLC | 73,978 | $8.68M | $8.21M | -$465,658.77 | -5.36% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 246 | $24,278 | $27,032.94 | $2,754.94 | 11.35% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 66,990 | $5.82M | $7.46M | $1.64M | 28.21% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 10,533 | $906,067 | $1.17M | $265,202.6 | 29.27% |
 Kelly Dixon Cannon Financial Strategists, Inc. | 145,840 | $12.76M | $16.38M | $3.62M | 28.32% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 6,705 | $669,518.86 | $736,812.45 | $67,293.59 | 10.05% |
| EM Eric Myers Carrera Capital Advisors | 3,130 | $367,243 | $350,121.8 | -$17,121.2 | -4.66% |
 David Levy Diversified Enterprises LLC | 24,114 | $2.5M | $2.67M | $178,651.19 | 7.16% |
 Code Waechter LLC Code Waechter LLC | 29,864 | $2.64M | $3.33M | $687,170.03 | 26.04% |
 Eric Seger Integrated Capital Management LLC | 4,818 | $445,612.82 | $533,786.22 | $88,173.4 | 19.79% |
 Melinda Trachsel Fiduciary Advisors Inc. | 237 | $22,156.15 | $26,541.63 | $4,385.48 | 19.79% |
 Keyvantage Wealth LLC Keyvantage Wealth LLC | 5,679 | $530,012.37 | $630,567.76 | $100,555.39 | 18.97% |
 Prime Buchholz LLC Prime Buchholz LLC | 54,407 | $6.38M | $6.01M | -$369,692.26 | -5.79% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 24,488 | $2.21M | $2.72M | $507,663.02 | 22.99% |
 Promus Capital LLC Promus Capital LLC | 252 | $23,995 | $27,992.16 | $3,997.16 | 16.66% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 1,516 | $140,515.37 | $168,836.92 | $28,321.55 | 20.16% |
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