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Vanguard Utilities ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Courtney Haddad Concurrent Investment Advisors, LLC | 6,693 | $1.18M | $1.21M | $24,055.49 | 2.04% |
 James Rankin Modern Wealth Management, LLC | 3,349 | $655,477 | $603,673.99 | -$51,803.01 | -7.9% |
 Amir Har-El Savvy Advisors, Inc. | 2,247 | $429,857.97 | $405,302.62 | -$24,555.35 | -5.71% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 17 | $3,327 | $3,058.81 | -$268.19 | -8.06% |
 Owen McCabe Tyche Wealth Partners LLC | 1,659 | $227,399.37 | $299,200.67 | $71,801.3 | 31.57% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 2,017 | $281,084.79 | $363,019.66 | $81,934.87 | 29.15% |
 Julie Beswick Advantage Trust Co | 1,169 | $191,978.26 | $211,647.45 | $19,669.19 | 10.25% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 150 | $29,360 | $26,961 | -$2,399 | -8.17% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 576 | $106,392.81 | $103,881.61 | -$2,511.2 | -2.36% |
 Nicole Davis Northwest Financial Advisors | 3,016 | $441,984 | $543,694.32 | $101,710.32 | 23.01% |
 Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 1,673 | $331,607.5 | $302,896.66 | -$28,710.84 | -8.66% |
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 3,303 | $598,135.73 | $595,696.08 | -$2,439.65 | -0.41% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 3,872 | $722,414.98 | $696,572.8 | -$25,842.18 | -3.58% |
 Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 300 | $41,121.33 | $54,105 | $12,983.67 | 31.57% |
 Michael Herman Apollon Financial, LLC | 28,156 | $4.88M | $5.1M | $216,532.19 | 4.44% |
 James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 3,508 | $508,268.43 | $632,667.8 | $124,399.37 | 24.48% |
 David Novak Novak & Powell Financial Services, Inc. | 5,954 | $1.05M | $1.08M | $23,280.62 | 2.21% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 21,042 | $3.03M | $3.79M | $759,572.47 | 25.08% |
 Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 2,115 | $304,171.81 | $381,440.25 | $77,268.44 | 25.4% |
 DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 50 | $9,907 | $9,017.5 | -$889.5 | -8.98% |
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