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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 KKM Financial LLC KKM Financial LLC | 490 | $283,039.76 | $349,668.9 | $66,629.14 | 23.54% |
 Joseph C. Gissy Tactive Advisors, LLC | 24,739 | $14.35M | $16.99M | $2.64M | 18.4% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 143,098 | $76.93M | $98.26M | $21.33M | 27.72% |
 Menachem Striks Morton Capital Management LLC/CA | 2,564 | $1.38M | $1.76M | $383,161.9 | 27.82% |
 Nicholas McElroy Philip James Wealth Mangement, LLC | 940 | $518,996.32 | $645,451.02 | $126,454.7 | 24.37% |
 David Vollmer PFS Partners, LLC | 144 | $59,694.21 | $98,877.6 | $39,183.39 | 65.64% |
 Benj Foor Frazier Financial Advisors, LLC | 87,648 | $52.91M | $62.28M | $9.37M | 17.71% |
 Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 4,474 | $2.39M | $3.07M | $681,822.32 | 28.53% |
 Derek Ripp Austin Wealth Management, LLC | 1,258 | $764,901.33 | $863,805.73 | $98,904.4 | 12.93% |
 Angela Kelley HTLF Bank | 1,035 | $467,262.86 | $710,682.77 | $243,419.91 | 52.09% |
 Amir Har-El Savvy Advisors, Inc. | 398,130 | $229.92M | $273.38M | $43.46M | 18.9% |
 Ann Keitner Quantum Portfolio Management LLC | 6 | $4,121 | $4,281.66 | $160.66 | 3.9% |
 Cindi Hill Keener Financial Planning LLC | 827 | $503,653.01 | $567,859.57 | $64,206.56 | 12.75% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 111,760 | $47.79M | $76.74M | $28.95M | 60.59% |
 Owen McCabe Tyche Wealth Partners LLC | 9,054 | $4.17M | $6.41M | $2.24M | 53.65% |
 William Ramsay Financial Symmetry Inc | 2,526 | $1.58M | $1.73M | $158,102.8 | 10.03% |
 United Advisor Group LLC United Advisor Group, LLC | 10,675 | $5.85M | $7.33M | $1.48M | 25.36% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 33,499 | $15.1M | $23M | $7.9M | 52.3% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 767 | $526,914 | $526,660.57 | -$253.43 | -0.05% |
 Gabriel M. Gallante Rockline Wealth Management, LLC | 685 | $398,757.82 | $470,355.26 | $71,597.44 | 17.96% |
