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Vanguard S&P 500 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 3,848 | $2.38M | $2.72M | $337,782.75 | 14.18% |
 Lia Bertelson Mallini Complete Financial Planning LLC | 2,086 | $1.12M | $1.48M | $352,958.89 | 31.39% |
| MWG Martin Worley Group Martin Worley Group | 3,369 | $1.82M | $2.38M | $566,243.19 | 31.15% |
 Cameron J. Penney Penney Financial LLC | 2,211 | $1.29M | $1.56M | $273,546.65 | 21.21% |
 VestGen Advisors LLC VestGen Advisors LLC | 17,675 | $9.91M | $12.54M | $2.63M | 26.52% |
 C. Eric Christiansen Quantum Financial Planning Services Inc. | 877 | $493,581.26 | $618,460.4 | $124,879.14 | 25.3% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 6,539 | $3.54M | $4.59M | $1.05M | 29.61% |
 Sincerus Advisory LLC Sincerus Advisory LLC | 956 | $553,290.03 | $676,341.32 | $123,051.29 | 22.24% |
 Allyson Mickool Florida Financial Advisors LLC | 29,749 | $18.32M | $20.97M | $2.65M | 14.48% |
 Grant Reeves CVFG LLC | 3,109 | $1.85M | $2.19M | $342,394.14 | 18.51% |
 Kyle Rolek Rolek Wealth Management LLC | 105,682 | $58.68M | $74.05M | $15.36M | 26.18% |
 Scott Arwin Ring Mountain Capital LLC | 307 | $215,077 | $217,836.74 | $2,759.74 | 1.28% |
| EFL Envision Financial LLC Envision Financial LLC | 50,926 | $30M | $36.13M | $6.12M | 20.41% |
 Elizabeth Arce Sovran Advisors LLC | 15,426 | $8.96M | $10.84M | $1.88M | 20.96% |
 Westmount Partners LLC Westmount Partners LLC | 26,595 | $11.59M | $18.77M | $7.18M | 61.92% |
| EJK Edward J. King Graney & King LLC | 1,296 | $699,026.03 | $912,604.32 | $213,578.29 | 30.55% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 5,397 | $3.23M | $3.82M | $586,400.78 | 18.14% |
| JB Jeff Burrow Sierra Ocean LLC | 1,274 | $686,504.9 | $902,157.62 | $215,652.72 | 31.41% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 315 | $216,345 | $223,218.45 | $6,873.45 | 3.18% |
| MP Megan Parrish Berkeley Inc. | 3,246 | $1.39M | $2.3M | $910,763.3 | 65.75% |
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