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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 John DeMarco Trajan Wealth LLC | 321,956 | $154.94M | $228.64M | $73.7M | 47.57% |
 Brad Saenz Coastwise Capital Group LLC | 1,815 | $897,192.49 | $1.25M | $349,077.3 | 38.91% |
 Rosemarie Ranzie Stage Harbor Financial LLC | 2,142 | $1.29M | $1.52M | $231,212.44 | 17.91% |
 Abraham Martinez Amara Financial LLC | 1,275 | $672,752.53 | $906,014.97 | $233,262.44 | 34.67% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 360 | $204,490.8 | $247,194.01 | $42,703.21 | 20.88% |
| DAL Drake & Associates LLC Drake & Associates LLC | 719 | $401,563.23 | $510,921.39 | $109,358.16 | 27.23% |
 Nadine Hofstetter Northwest Bank & Trust Co. | 1,108 | $464,899.53 | $760,808.22 | $295,908.69 | 63.65% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 20,105 | $11.9M | $13.81M | $1.91M | 16.05% |
 William Cantus Pacific Sage Partners LLC | 381 | $238,788.76 | $269,595.59 | $30,806.83 | 12.9% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 63,597 | $30.47M | $45.12M | $14.65M | 48.1% |
 Jeffrey Jones Cypress Financial Planning LLC | 845 | $435,896.14 | $580,219.27 | $144,323.13 | 33.11% |
| LWM Latko Wealth Management Ltd. Latko Wealth Management Ltd. | 5,430 | $2.99M | $3.73M | $740,719.79 | 24.79% |
 CJ Harrison DecisionPoint Financial LLC | 2,515 | $1.17M | $1.78M | $617,233.48 | 52.88% |
| JG John Ginter Callan Family Office LLC | 178,743 | $111.32M | $127.02M | $15.71M | 14.11% |
| JB Jodi Burnett Invictus Private Wealth LLC | 422,331 | $172.98M | $289.99M | $117.01M | 67.64% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 827 | $501,144.23 | $567,859.57 | $66,715.34 | 13.31% |
 Brook Hart Presilium Private Wealth LLC | 1,557 | $752,251.74 | $1.07M | $316,862.34 | 42.12% |
 Rodrigo Diaz Plan Group Financial LLC | 19,272 | $9.6M | $13.23M | $3.64M | 37.89% |
| TIM Tevis Investment Management Tevis Investment Management | 1,039 | $560,176.03 | $735,196.38 | $175,020.35 | 31.24% |
 Amna Ali Khan GDS Wealth Management | 1,670 | $836,342.16 | $1.19M | $349,641.74 | 41.81% |
