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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Kelly Christopher Significant Wealth Partners LLC | 859 | $507,371.07 | $609,348.83 | $101,977.76 | 20.1% |
 Walter J. West Milestone Asset Management LLC | 1,438 | $880,602.43 | $1.02M | $139,557.9 | 15.85% |
 Paul L. Moffat Arista Wealth Management LLC | 28,421 | $13.89M | $20.07M | $6.17M | 44.45% |
| THL Team Hewins LLC Team Hewins LLC | 616 | $397,591.63 | $431,563.19 | $33,971.56 | 8.54% |
 Helen Semus Semus Wealth Partners LLC | 527 | $207,366.53 | $374,280.67 | $166,914.14 | 80.49% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 1,102 | $579,185.05 | $773,041.98 | $193,856.93 | 33.47% |
 Curtis Packer B.O.S.S. Retirement Advisors LLC | 33,585 | $18.36M | $23.8M | $5.44M | 29.63% |
 Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 396 | $239,177.62 | $280,098.72 | $40,921.1 | 17.11% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 335 | $230,081.35 | $236,955.55 | $6,874.2 | 2.99% |
 Jesse Haller Compass Financial Group Inc./SD | 200,106 | $90.72M | $141.96M | $51.24M | 56.48% |
 Neil Christ Oak Hill Wealth Advisors LLC | 1,139 | $623,203.35 | $807,488.35 | $184,285 | 29.57% |
 David Bach River Street Advisors LLC | 812 | $324,466.39 | $576,365.72 | $251,899.33 | 77.63% |
 Moises Valladares Insigneo Advisory Services LLC | 28,895 | $14.98M | $20.24M | $5.26M | 35.11% |
 John Canning Mi LLCreek Capital Advisors LLC | 157,877 | $60.25M | $111.47M | $51.22M | 85.02% |
| NH Nathaniel Holden Core Wealth Partners LLC | 4,452 | $2.03M | $3.16M | $1.13M | 55.76% |
 Todd Schanel Core Wealth Management Inc. | 413 | $253,628.14 | $289,820.68 | $36,192.54 | 14.27% |
 David Stevens Stevens Capital Partners | 757 | $444,422.3 | $536,379.92 | $91,957.62 | 20.69% |
| TAL TFB Advisors LLC TFB Advisors LLC | 24,314 | $11.01M | $17.23M | $6.22M | 56.55% |
 Dana Anspach Sensible Money LLC | 1,971 | $808,982.41 | $1.4M | $590,210.8 | 72.96% |
 Scott Highmark Mosaic Family Wealth Partners LLC | 9,169 | $5.87M | $6.45M | $575,949.69 | 9.8% |
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