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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 cullen roche Orcam Financial Group | 2,576 | $1.25M | $1.83M | $579,721.25 | 46.43% |
 Craig Kurth PCG Wealth Advisors LLC | 758 | $320,822.48 | $537,399.24 | $216,576.76 | 67.51% |
 Nicholas Shaheen FSA Advisors Inc. | 11,893 | $8.17M | $8.4M | $228,585.65 | 2.8% |
 Barry Oliver Capital Performance Advisors LLP | 3,009 | $1.84M | $2.12M | $280,018.25 | 15.2% |
| EM Eric Malden Shearwater Capital LLC | 1,151 | $698,340.71 | $814,884.98 | $116,544.27 | 16.69% |
 Jennifer Scott Scott Capital Advisors LLC | 119,142 | $50.69M | $84.36M | $33.66M | 66.41% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 2,129 | $932,393.82 | $1.51M | $574,554.96 | 61.62% |
 Laurel Mason Passaic Partners LLC | 61,884 | $34.37M | $43.37M | $8.99M | 26.17% |
 Jaclyn Gilbert SAXON INTERESTS Inc. | 9,233 | $4.06M | $6.53M | $2.46M | 60.63% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 164,197 | $68.18M | $116.45M | $48.27M | 70.8% |
 Dan Fitzgerald Pinnacle Financial Group LLC / IL | 1,255 | $814,594.24 | $890,259.35 | $75,665.11 | 9.29% |
 John Flavin Aspire Capital Advisors LLC | 56,453 | $22.86M | $40.03M | $17.17M | 75.09% |
 Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,672 | $1.05M | $1.18M | $129,459.67 | 12.3% |
 Ryan P. Sawyer Viewpoint Capital Management LLC | 19,585 | $8.22M | $13.89M | $5.67M | 69.01% |
 Kristie R. Furseth Bowman & Co S.C. | 52,501 | $24.41M | $37.25M | $12.84M | 52.61% |
| RS Radon Stancil POM Investment Strategies LLC | 231 | $138,846.16 | $162,831.9 | $23,985.74 | 17.28% |
 Edgerly Roberts Eagle Bluffs Wealth Management LLC | 293 | $201,235.33 | $207,288.71 | $6,053.38 | 3.01% |
 Jeffrey McClean Solidarity Wealth LLC | 2,425 | $1.67M | $1.72M | $54,853.48 | 3.29% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 494 | $295,679.25 | $350,606.62 | $54,927.37 | 18.58% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 110 | $63,059.85 | $77,841.5 | $14,781.65 | 23.44% |
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