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Vanguard Real Estate ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,166 | $174,052.96 | $198,373.11 | $24,320.15 | 13.97% |
 Daphne Jo Stasco Lantern Wealth Advisors LLC | 8,119 | $720,044.54 | $747,110.38 | $27,065.84 | 3.76% |
 Lukas Lindgren Abound Wealth Management | 40,502 | $3.47M | $3.7M | $237,822.06 | 6.86% |
 Drew Phillips Fortitude Family Office LLC | 547 | $48,960.18 | $50,017.68 | $1,057.5 | 2.16% |
 Matthew Zienty Cardinal Point Capital Management ULC | 7,670 | $678,794.3 | $703,415.7 | $24,621.4 | 3.63% |
 Alex Nunnamaker Schechter Investment Advisors LLC | 49,467 | $5.27M | $4.52M | -$750,429.66 | -14.23% |
 Brian Dechow SWAN Capital LLC | 230,437 | $20.14M | $21.05M | $907,236.47 | 4.5% |
 Bert D. Barre Colonial Trust Co. / SC | 3,459 | $304,529.55 | $316,290.96 | $11,761.41 | 3.86% |
 David Kennon David Kennon Inc | 84,521 | $6.89M | $7.72M | $825,152.3 | 11.97% |
 Bridget Davis Cedar Point Capital Partners LLC | 18,379 | $1.65M | $1.68M | $28,606.95 | 1.73% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 3,427 | $328,254.19 | $313,364.88 | -$14,889.31 | -4.54% |
 Loni Adams Daymark Wealth Partners LLC | 25,279 | $2.44M | $2.32M | -$120,613.86 | -4.95% |
 Brian Matter Creative Capital Management Investments LLC | 769 | $69,614.29 | $70,319.67 | $705.38 | 1.01% |
 Michael Snyder Beaumont Financial Advisors LLC | 12,895 | $1.06M | $1.18M | $117,715.04 | 11.07% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 433,672 | $47.39M | $39.54M | -$7.85M | -16.56% |
 Christopher Casanega Sharper & Granite LLC | 3,382 | $304,225.64 | $309,385.36 | $5,159.72 | 1.7% |
 Jeffrey D. Munjack JDM Financial Group LLC | 163,751 | $14.68M | $15M | $314,288.07 | 2.14% |
 Sheryl Stephens Stephens Consulting LLC | 11 | $981.21 | $1,005.29 | $24.08 | 2.45% |
| BG Becki Goebel TCP Asset Management LLC | 2,453 | $238,972.13 | $226,043.95 | -$12,928.18 | -5.41% |
 Nelson J. Lam LAM GROUP Inc. | 4,070 | $346,274.35 | $375,131.9 | $28,857.55 | 8.33% |
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