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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Lyn Dippel Curio Wealth LLC | 480 | $272,595.5 | $341,087.99 | $68,492.49 | 25.13% |
 Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 3,848 | $2.38M | $2.64M | $260,822.83 | 10.95% |
 Lia Bertelson Mallini Complete Financial Planning LLC | 2,085 | $1.12M | $1.43M | $307,894.82 | 27.4% |
| MWG Martin Worley Group Martin Worley Group | 3,369 | $1.82M | $2.31M | $495,258.43 | 27.24% |
 Cameron J. Penney Penney Financial LLC | 2,211 | $1.29M | $1.52M | $228,201.29 | 17.69% |
 VestGen Advisors LLC VestGen Advisors LLC | 17,675 | $9.91M | $12.56M | $2.65M | 26.78% |
 C. Eric Christiansen Quantum Financial Planning Services Inc. | 877 | $493,581.26 | $602,192.07 | $108,610.81 | 22% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 6,539 | $3.54M | $4.49M | $950,046.36 | 26.84% |
 Sincerus Advisory LLC Sincerus Advisory LLC | 985 | $568,914.43 | $676,350.27 | $107,435.84 | 18.88% |
 Allyson Mickool Florida Financial Advisors LLC | 29,749 | $18.32M | $21.14M | $2.82M | 15.41% |
 Grant Reeves CVFG LLC | 3,109 | $1.85M | $2.21M | $359,338.19 | 19.42% |
 Kyle Rolek Rolek Wealth Management LLC | 105,682 | $58.68M | $72.57M | $13.88M | 23.66% |
| EFL Envision Financial LLC Envision Financial LLC | 43,539 | $24.83M | $29.9M | $5.07M | 20.42% |
 Elizabeth Arce Sovran Advisors LLC | 15,426 | $8.96M | $10.59M | $1.63M | 18.24% |
 Westmount Partners LLC Westmount Partners LLC | 26,595 | $11.59M | $18.26M | $6.67M | 57.51% |
| EJK Edward J. King Graney & King LLC | 1,296 | $699,026.03 | $920,937.57 | $221,911.54 | 31.75% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 4,370 | $2.51M | $3M | $487,868.27 | 19.42% |
| JB Jeff Burrow Sierra Ocean LLC | 1,274 | $686,504.9 | $905,304.37 | $218,799.47 | 31.87% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 315 | $216,345 | $216,294.76 | -$50.24 | -0.02% |
| MP Megan Parrish Berkeley Inc. | 3,246 | $1.39M | $2.23M | $843,636.08 | 60.9% |
