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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Mark Perrault Intergy Private Wealth LLC | 500 | $324,786.61 | $350,805 | $26,018.39 | 8.01% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 22,115 | $10.23M | $15.7M | $5.47M | 53.51% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,107 | $677,798.52 | $785,560.41 | $107,761.89 | 15.9% |
 Brian O'Rourke O'ROURKE & COMPANY Inc. | 472 | $241,633.91 | $335,030.32 | $93,396.41 | 38.65% |
 Nathan Geraci ETF Store Inc. | 1,079 | $590,426.73 | $766,316.59 | $175,889.86 | 29.79% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 19,192 | $13.02M | $13.62M | $604,864.52 | 4.65% |
 Russell Mohberg Regatta Capital Group LLC | 1,787 | $1.02M | $1.26M | $245,400.96 | 24.11% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 1,432 | $684,562.64 | $1.01M | $326,500.96 | 47.69% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 1,968 | $904,873.62 | $1.39M | $484,632.78 | 53.56% |
 Courtney Lawson Autumn Glory Partners LLC | 50,808 | $27.58M | $35.91M | $8.33M | 30.19% |
| FCI Family CFO Inc Family CFO Inc | 16,643 | $7.16M | $11.79M | $4.62M | 64.53% |
 Sue Cox BetterWealth LLC | 2,980 | $1.46M | $2.11M | $650,057.35 | 44.4% |
 Michelle McCarthy Vantage Financial Partners LLC | 4,011 | $2.12M | $2.83M | $717,452.46 | 33.89% |
 Allison Tronnes Forum Financial Management LP | 14,365 | $7.08M | $10.08M | $2.99M | 42.26% |
 Michael O'Connor Capasso Planning Partners LLC | 4,429 | $2.2M | $3.13M | $936,889 | 42.67% |
 Paul Elam Oak Harbor Wealth Partners LLC | 16,066 | $7.09M | $11.36M | $4.27M | 60.29% |
 Edward A. McDonough McDonough Capital Management Inc. | 675 | $417,029.25 | $477,663.75 | $60,634.5 | 14.54% |
| LWL Leo Wealth LLC Leo Wealth LLC | 19,061 | $10.93M | $13.4M | $2.47M | 22.62% |
 Christopher Clancy Global Wealth Strategies & Associates | 214,836 | $92.69M | $151.68M | $59M | 63.65% |
 William Jollie Quent Capital LLC | 4,521 | $2.46M | $3.21M | $743,000.93 | 30.15% |
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