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Vanguard FTSE All-World ex-US Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,551 | $177,558.48 | $233,456.52 | $55,898.04 | 31.48% |
| CAL CSM Advisors LLC CSM Advisors LLC | 2,350 | $315,816.5 | $375,859 | $60,042.5 | 19.01% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 43,583 | $6.3M | $6.83M | $538,473.32 | 8.55% |
 Kasey Fegan Corsicana & Co. | 105 | $14,327.25 | $15,804.6 | $1,477.35 | 10.31% |
 Bethany Wagner Level Financial Advisors | 13,712 | $1.57M | $2.06M | $496,674.35 | 31.69% |
 Joseph Castro Nuveen LLC | 3,479 | $536,754 | $551,004.02 | $14,250.02 | 2.65% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 1,668 | $257,356 | $251,067.36 | -$6,288.64 | -2.44% |
 Kimberly Van Winkle Twelve Points Wealth Management LLC | 64,646 | $8.94M | $10.26M | $1.32M | 14.8% |
 Justin Ericksen Blue Barn Wealth LLC | 14,990 | $1.79M | $2.26M | $471,085.68 | 26.39% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 410 | $59,774 | $64,935.8 | $5,161.8 | 8.64% |
 Sima Elimelech Activest Wealth Management | 46 | $6,593.18 | $6,923.92 | $330.74 | 5.02% |
 Brian Baylis Bell Investment Advisors Inc. | 11,982 | $1.3M | $1.9M | $597,361.58 | 45.81% |
 Jennifer Grunberg Allspring Global Investments Holdings LLC | 33 | $4,704.15 | $5,276.37 | $572.22 | 12.16% |
 Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 2,997 | $377,467.37 | $451,108.44 | $73,641.07 | 19.51% |
 Alexander Eichhorn Tanager Wealth Management LLP | 42,809 | $4.94M | $6.44M | $1.5M | 30.31% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 1,562 | $195,079.24 | $235,112.24 | $40,033 | 20.52% |
 Ashish Sharma DGS Capital Management LLC | 5,350 | $608,547.3 | $805,282 | $196,734.7 | 32.33% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 2,547 | $365,061.51 | $407,367.18 | $42,305.67 | 11.59% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 9,781 | $1.18M | $1.47M | $295,953.12 | 25.16% |
 William Reid Culp III TAGStone Capital Inc. | 3,881 | $429,883.17 | $614,672.78 | $184,789.61 | 42.99% |
