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Vanguard Mid-Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 3,149 | $558,440.03 | $649,575.72 | $91,135.69 | 16.32% |
 Nathan C. Goodman Family Investment Center Inc. | 2,154 | $297,079 | $442,076.19 | $144,997.19 | 48.81% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 2,142 | $367,504.61 | $438,649.47 | $71,144.86 | 19.36% |
 Ryan Charles Stout Theory Financial LLC | 1,406 | $203,884.06 | $288,194.85 | $84,310.79 | 41.35% |
 Olalekan F. Adeduji Washington Trust Advisors Inc. | 15,936 | $2.35M | $3.27M | $923,998.43 | 39.34% |
 Marc Dacanay Geometric Wealth Advisors | 1,058 | $209,060.81 | $216,699.56 | $7,638.75 | 3.65% |
 Matthew Liebman Amplius Wealth Advisors LLC | 3,153 | $491,842.66 | $651,252.15 | $159,409.49 | 32.41% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 16,191 | $2.87M | $3.32M | $450,757.44 | 15.7% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,265 | $388,429.85 | $460,610.4 | $72,180.55 | 18.58% |
 Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 3,445 | $584,827.86 | $711,426.95 | $126,599.09 | 21.65% |
 William Reid Culp III TAGStone Capital Inc. | 29,208 | $4.41M | $6.04M | $1.63M | 36.95% |
 Jeffrey Malcom Buttonwood Financial Advisors Inc. | 10,728 | $1.76M | $2.2M | $435,633.88 | 24.71% |
 Dominic Corabi Wedmont Private Capital | 16,432 | $2.29M | $3.37M | $1.08M | 47.07% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 44,588 | $6.69M | $9.14M | $2.45M | 36.68% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 8,927 | $1.46M | $1.83M | $367,484.56 | 25.15% |
 Jennifer Scott Scott Capital Advisors LLC | 56,638 | $7.94M | $11.6M | $3.66M | 46.03% |
 Dan Fitzgerald Pinnacle Financial Group LLC / IL | 23,963 | $3.69M | $4.92M | $1.22M | 33.1% |
 Bridget Fagerholt MAS Advisors LLC | 2,078 | $280,463.07 | $425,470.5 | $145,007.43 | 51.7% |
 Andrew Miller OLIO Financial Planning | 102,577 | $15.53M | $21M | $5.47M | 35.21% |
 Seth Scher Matrix Private Capital Group LLC | 751 | $138,407.6 | $155,355.61 | $16,948.01 | 12.24% |
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