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Vanguard Real Estate ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 162 | $14,392.85 | $16,203.24 | $1,810.39 | 12.58% |
 Jon Lewis Midwest Trust Co | 375,744 | $33.49M | $37.58M | $4.09M | 12.21% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 1,272 | $113,284.32 | $127,225.44 | $13,941.12 | 12.31% |
 Nathaniel W. Klitzing Cambridge Capital Management LLC | 185,254 | $16.42M | $18.44M | $2.02M | 12.28% |
 Lauren Sterling NerdWallet Wealth Partners LLC | 7,287 | $665,511.02 | $725,311.54 | $59,800.52 | 8.99% |
 Molly Wheeler Burk Holdings LLC | 3,167 | $283,541.43 | $316,763.33 | $33,221.9 | 11.72% |
 Adam Scott Argyle Capital Partners LLC | 10,853 | $967,090.75 | $1.09M | $118,426.28 | 12.25% |
| CTC Caldwell Trust Co Caldwell Trust Co | 7,953 | $708,232.32 | $795,459.04 | $87,226.72 | 12.32% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 8,607 | $766,513 | $860,872.11 | $94,359.11 | 12.31% |
 Base Wealth Management LLC Base Wealth Management LLC | 3,805 | $344,509.92 | $378,749.7 | $34,239.78 | 9.94% |
 Brent Garcia Broadwater Capital Management LLC | 15 | $1,325 | $1,493.02 | $168.02 | 12.68% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,186 | $104,972.88 | $118,623.72 | $13,650.84 | 13% |
 United Financial Planning Group LLC United Financial Planning Group LLC | 68,853 | $6.27M | $6.89M | $619,158.68 | 9.88% |
 Invested Advisors Invested Advisors | 6,127 | $542,205.37 | $609,636.5 | $67,431.13 | 12.44% |
| BML Berman McAleer LLC Berman McAleer LLC | 4,524 | $413,583.99 | $452,490.47 | $38,906.48 | 9.41% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 2,837 | $251,642 | $283,756.73 | $32,114.73 | 12.76% |
 Manske Wealth Management Manske Wealth Management | 4,594 | $409,385.41 | $459,491.87 | $50,106.46 | 12.24% |
 Wallace Jones WJ Financial Advisors LLC | 4,710 | $417,135.2 | $468,645 | $51,509.8 | 12.35% |
 Kerr Financial Planning Corp Kerr Financial Planning Corp | 1,101 | $99,541.01 | $110,122.02 | $10,581.01 | 10.63% |
 Gassan Kassira Kassira Wealth Management LLC | 13,655 | $1.23M | $1.36M | $123,695.96 | 10.02% |
