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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Menachem Striks Morton Capital Management LLC/CA | 2,564 | $1.38M | $1.82M | $439,339.09 | 31.9% |
 Nicholas McElroy Philip James Wealth Mangement, LLC | 940 | $518,996.32 | $666,243.25 | $147,246.93 | 28.37% |
 David Vollmer PFS Partners, LLC | 144 | $59,694.21 | $101,147.04 | $41,452.83 | 69.44% |
 Benj Foor Frazier Financial Advisors, LLC | 87,648 | $52.91M | $61.57M | $8.66M | 16.36% |
 Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 4,474 | $2.39M | $3.16M | $774,165.59 | 32.39% |
 Derek Ripp Austin Wealth Management, LLC | 1,258 | $764,901.33 | $893,280.64 | $128,379.31 | 16.78% |
 Angela Kelley HTLF Bank | 1,035 | $467,262.86 | $731,424.15 | $264,161.29 | 56.53% |
 Amir Har-El Savvy Advisors, Inc. | 433,099 | $253.94M | $306.55M | $52.62M | 20.72% |
 Ann Keitner Quantum Portfolio Management LLC | 6 | $4,121 | $4,208.21 | $87.21 | 2.12% |
 Cindi Hill Keener Financial Planning LLC | 827 | $503,653.01 | $585,077.69 | $81,424.68 | 16.17% |
 David W. Lewis Lewis Asset Management, LLC | 313 | $219,198 | $220,931.05 | $1,733.05 | 0.79% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 413,746 | $259.44M | $289.73M | $30.29M | 11.68% |
 Owen McCabe Tyche Wealth Partners LLC | 9,054 | $4.17M | $6.38M | $2.21M | 53.07% |
 William Ramsay Financial Symmetry Inc | 2,532 | $1.58M | $1.79M | $212,024.48 | 13.41% |
 United Advisor Group LLC United Advisor Group, LLC | 10,675 | $5.85M | $7.49M | $1.64M | 28.07% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 34,813 | $16.01M | $24.51M | $8.5M | 53.13% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 769 | $528,315.72 | $544,659.63 | $16,343.91 | 3.09% |
 Gabriel M. Gallante Rockline Wealth Management, LLC | 685 | $398,757.82 | $486,052.66 | $87,294.84 | 21.89% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 30,316 | $16.38M | $21.36M | $4.99M | 30.46% |
 Steven D Urban Urban Financial Advisory Corp | 4,336 | $2.65M | $3.07M | $416,772.12 | 15.73% |
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