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Vanguard S&P Small-Cap 600 Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DN Daniel Newman Noble Wealth Management PBC | 840 | $78,467.51 | $92,967 | $14,499.49 | 18.48% |
 Ameriflex Group Inc. Ameriflex Group Inc. | 1,202 | $114,473.82 | $133,866.74 | $19,392.92 | 16.94% |
 Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 1,738 | $203,920 | $194,464.82 | -$9,455.18 | -4.64% |
 Cole Dimond Caliber Wealth Management LLC / KS | 1,761 | $206,651 | $195,611.88 | -$11,039.12 | -5.34% |
 Caldwell Trust Co Caldwell Trust Co | 80 | $13,928.8 | $8,851.6 | -$5,077.2 | -36.45% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 31,030 | $3.11M | $3.44M | $333,270.68 | 10.72% |
 Bonnie Courtney Cambridge Financial Group LLC | 29,187 | $2.53M | $3.27M | $734,246.62 | 29% |
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