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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Tracy A. Zullo Zullo Investment Group Inc. | 4,015 | $1.4M | $2.76M | $1.36M | 96.8% |
 Joshua Moeller Hill Island Financial LLC | 104,449 | $47.64M | $74.23M | $26.58M | 55.8% |
 Bryson Braden DENVER WEALTH MANAGEMENT Inc. | 3,338 | $1.99M | $2.37M | $377,728.15 | 18.94% |
 Billy DeFrance Lauterbach Financial Advisors LLC | 644 | $347,909.63 | $442,202.61 | $94,292.98 | 27.1% |
 Ana-Maria Ignat Covestor Ltd | 3,087 | $2.11M | $2.19M | $82,671.68 | 3.92% |
 Kathryn Brown Morton Brown Family Wealth LLC | 754 | $508,393.18 | $517,734.12 | $9,340.94 | 1.84% |
 Lonny Elfenbein West Michigan Advisors LLC | 10,591 | $4.71M | $7.27M | $2.56M | 54.3% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 878 | $530,970.19 | $602,878.72 | $71,908.53 | 13.54% |
 Stefan Demuth Ameliora Wealth Management Ltd. | 1,920 | $1.05M | $1.32M | $270,162.56 | 25.77% |
 Eric Lai Archvest Wealth Advisors Inc. | 501 | $318,131.01 | $344,011.66 | $25,880.65 | 8.14% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,381 | $1.61M | $2.32M | $716,245.47 | 44.62% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 4,668 | $2.71M | $3.32M | $609,897.69 | 22.54% |
 Marshall McCormick Fingerlakes Wealth Management Inc. | 2,119 | $1.02M | $1.46M | $436,138.91 | 42.81% |
 Jay Richards Investment Advisory Group LLC | 6,403 | $3.05M | $4.53M | $1.48M | 48.49% |
| JN John Nunn Paradigm Capital Management LLC/NV | 307 | $210,850.67 | $219,078.27 | $8,227.6 | 3.9% |
| HKM Heather K. Mellem P/E Global LLC | 921,199 | $572.56M | $632.54M | $59.99M | 10.48% |
| CB Catherine Bluvol Next Level Private LLC | 1,001 | $497,967.04 | $687,336.67 | $189,369.63 | 38.03% |
 Brian Kellett Kellett Wealth Advisors LLC | 915 | $482,626.99 | $628,284.77 | $145,657.78 | 30.18% |
 Andrew Burkey Joseph Group Capital Management | 793 | $458,265.77 | $561,126.78 | $102,861.01 | 22.45% |
 Sean Reitenbach Prosperity Consulting Group LLC | 5,388 | $3.12M | $3.83M | $704,914.32 | 22.58% |
