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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,404 | $1.3M | $1.68M | $387,716.67 | 29.91% |
 Paul B. Ordonio Park Place Capital Corp. | 1,994 | $897,657.06 | $1.41M | $516,557.53 | 57.55% |
| SM Sarah Moore BOS Asset Management LLC | 556 | $382,043.31 | $394,023.29 | $11,979.98 | 3.14% |
 Andrew Hass RF&L Wealth Management LLC | 9,222 | $3.91M | $6.53M | $2.62M | 67.03% |
 David Gutierrez Gutierrez Wealth Advisory LLC | 26,716 | $14.39M | $18.92M | $4.52M | 31.44% |
 Sheila J. Lindsay Bensler LLC | 2,992 | $1.38M | $2.12M | $735,319.19 | 53.25% |
 Jeffrey Steele Silverlake Wealth Management LLC | 23,595 | $14.36M | $16.61M | $2.25M | 15.67% |
 Kevin Kroskey True Wealth Design LLC | 149 | $89,302.03 | $105,705.07 | $16,403.04 | 18.37% |
 Jill Batley Gateway Wealth Partners LLC | 16,746 | $9.95M | $11.74M | $1.79M | 17.99% |
 Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 1,938 | $923,041.68 | $1.37M | $447,763.86 | 48.51% |
 Vincent Incerto LaSalle St. Investment Advisors LLC | 12,013 | $5.18M | $8.45M | $3.27M | 63.14% |
 Todd A. Sixt Strait & Sound Wealth Management LLC | 887 | $369,954.51 | $628,634.64 | $258,680.13 | 69.92% |
 Gregory Turcotte Alpha Financial Partners LLC | 3,687 | $2.03M | $2.62M | $581,969.5 | 28.62% |
 Benjamin Cannon Tillman Hartley LLC | 1,122 | $637,335.74 | $794,667.72 | $157,331.98 | 24.69% |
 Jennifer Henry Continuum Wealth Advisors LLC | 2,206 | $1.35M | $1.56M | $213,770.59 | 15.87% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 1,089 | $465,755.98 | $772,717.29 | $306,961.31 | 65.91% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 34 | $12,391.74 | $24,118.24 | $11,726.5 | 94.63% |
 Leigha Shepard Midwest Financial Group LLC | 1,844 | $1.03M | $1.31M | $273,989.83 | 26.49% |
 Charles Mattingly Leading Edge Financial Planning LLC | 647 | $346,337.01 | $457,710.44 | $111,373.43 | 32.16% |
 Christopher E. Jaccard Financial Alternatives Inc. | 392 | $269,122 | $277,273.36 | $8,151.36 | 3.03% |
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