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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 W. Travis McKinney HB Wealth Management LLC | 196,976 | $91.66M | $135.25M | $43.59M | 47.55% |
| MC mike Chen Byrne Asset Management LLC | 3,300 | $2.07M | $2.34M | $266,408.19 | 12.88% |
 Roger Wittlin Roger Wittlin Investment Advisory LLC | 1,475 | $778,365.97 | $1.01M | $234,442.81 | 30.12% |
 Mark Perrault Intergy Private Wealth LLC | 345 | $216,153.31 | $236,894.26 | $20,740.95 | 9.6% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 22,115 | $10.23M | $15.19M | $4.96M | 48.49% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,107 | $677,798.52 | $760,121.57 | $82,323.05 | 12.15% |
 Brian O'Rourke O'ROURKE & COMPANY Inc. | 472 | $241,633.91 | $336,823.92 | $95,190.01 | 39.39% |
 Nathan Geraci ETF Store Inc. | 1,079 | $590,426.73 | $740,895.37 | $150,468.64 | 25.48% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 19,192 | $13.02M | $13.7M | $677,314.13 | 5.2% |
 Russell Mohberg Regatta Capital Group LLC | 1,787 | $1.02M | $1.27M | $251,047.86 | 24.66% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,420 | $676,152.32 | $975,043.03 | $298,890.71 | 44.2% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 1,763 | $761,197.32 | $1.21M | $449,366.67 | 59.03% |
 Courtney Lawson Autumn Glory Partners LLC | 46,944 | $24.93M | $32.23M | $7.31M | 29.32% |
| FCI Family CFO Inc Family CFO Inc | 16,643 | $7.16M | $11.43M | $4.26M | 59.51% |
 Sue Cox BetterWealth LLC | 2,966 | $1.45M | $2.04M | $582,371.92 | 40.05% |
 Michelle McCarthy Vantage Financial Partners LLC | 4,011 | $2.12M | $2.75M | $637,072.1 | 30.09% |
 Allison Tronnes Forum Financial Management LP | 14,342 | $7.07M | $9.85M | $2.78M | 39.32% |
 Michael O'Connor Capasso Planning Partners LLC | 4,429 | $2.2M | $3.15M | $949,910.26 | 43.26% |
 Paul Elam Oak Harbor Wealth Partners LLC | 16,066 | $7.09M | $11.37M | $4.28M | 60.41% |
 Edward A. McDonough McDonough Capital Management Inc. | 675 | $417,029.25 | $479,364.75 | $62,335.5 | 14.95% |
