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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Staci Compagno Portside Wealth Group, LLC | 3,874 | $1.91M | $2.66M | $753,098.45 | 39.49% |
 Courtney Holt Compound Planning, Inc. | 84,447 | $44.78M | $57.99M | $13.21M | 29.49% |
 Katherine Stoner Empower Advisory Group, LLC | 18,560 | $8.97M | $13.18M | $4.21M | 46.97% |
 MATTHEW HALL Hill Investment Group Partners, LLC | 2,575 | $1.53M | $1.83M | $302,815.4 | 19.85% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 706 | $383,680.49 | $501,718.9 | $118,038.41 | 30.76% |
 Kathleen Pitcher Tobey Call To Action Foundation | 842,980 | $370.85M | $596.49M | $225.64M | 60.84% |
 Nemes Rush Group LLC Nemes Rush Group LLC | 1,684 | $940,903.98 | $1.2M | $260,815.24 | 27.72% |
 ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 13,322 | $8.43M | $9.46M | $1.03M | 12.27% |
 Scott Kapusta First County Bank /CT/ | 3,529 | $1.99M | $2.42M | $431,206.33 | 21.65% |
 Megan J. Lottier Rockwood Wealth Management, LLC | 18,813 | $8.95M | $12.92M | $3.97M | 44.37% |
 Shawn Scholz Impact Partnership Wealth, LLC | 1,826 | $1.13M | $1.25M | $121,726.56 | 10.75% |
 Chad Tobin Slagle Financial, LLC | 3,727 | $1.74M | $2.56M | $823,554.64 | 47.45% |
 Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 79,181 | $42.68M | $56.18M | $13.51M | 31.65% |
 John Shanley Aspect Partners, LLC | 280 | $143,890.66 | $192,262.01 | $48,371.35 | 33.62% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 5,461 | $2.64M | $3.75M | $1.11M | 41.85% |
| DT Derek Tinnin Altiora Financial Group, LLC | 367 | $219,016.45 | $260,790.19 | $41,773.74 | 19.07% |
 Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 1,267 | $649,816.47 | $869,985.58 | $220,169.11 | 33.88% |
| MRC Martin R. Curiel MYECFO, LLC | 4,635 | $1.93M | $3.29M | $1.37M | 71% |
 Kure Advisory LLC Kure Advisory, LLC | 760 | $403,954.09 | $521,854.02 | $117,899.93 | 29.19% |
 Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 1,372 | $749,194.12 | $942,083.83 | $192,889.71 | 25.75% |
