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Vanguard FTSE All-World ex-US Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Timothy Gerlach Novem Group | 2,769 | $401,360.06 | $420,777.24 | $19,417.18 | 4.84% |
 Christopher Warner WARNER FINANCIAL Inc. | 6,005 | $617,582.14 | $920,476.42 | $302,894.28 | 49.05% |
 Jeffrey Gilbert Balboa Wealth Partners | 2,023 | $271,870.97 | $307,415.08 | $35,544.11 | 13.07% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 200 | $20,562 | $30,386 | $9,824 | 47.78% |
 Rosemarie Ranzie Stage Harbor Financial LLC | 2,844 | $328,766.4 | $431,989.38 | $103,222.98 | 31.4% |
 Abraham Martinez Amara Financial LLC | 1,578 | $243,505 | $240,005.91 | -$3,499.09 | -1.44% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 133 | $16,179.24 | $20,206.69 | $4,027.45 | 24.89% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 55,139 | $7.22M | $8.37M | $1.15M | 16% |
 Brook Hart Presilium Private Wealth LLC | 70,266 | $7.79M | $10.68M | $2.89M | 37.14% |
 Mark Mowrey Signature Resources Capital Management LLC | 246 | $28,297.38 | $37,416.6 | $9,119.22 | 32.23% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 5,324 | $678,850.29 | $810,179.7 | $131,329.41 | 19.35% |
 Rachel Faulk Cape Investment Advisory Inc. | 34 | $5,254.12 | $5,180.07 | -$74.05 | -1.41% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 44 | $5,061.32 | $6,694.82 | $1,633.5 | 32.27% |
 Mariana Coli Dunhill Financial LLC | 4,290 | $588,785.68 | $653,367 | $64,581.32 | 10.97% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4,360 | $478,495.79 | $662,807.2 | $184,311.41 | 38.52% |
 Lukas Lindgren Abound Wealth Management | 42 | $6,223.53 | $6,390.3 | $166.77 | 2.68% |
 Brian Dechow SWAN Capital LLC | 27,713 | $3.66M | $4.21M | $547,104.28 | 14.94% |
 Brian Matter Creative Capital Management Investments LLC | 62 | $9,565.98 | $9,446.01 | -$119.97 | -1.25% |
 Jeffrey D. Munjack JDM Financial Group LLC | 434 | $48,569.22 | $66,052.63 | $17,483.41 | 36% |
 Nelson J. Lam LAM GROUP Inc. | 35,380 | $3.64M | $5.42M | $1.78M | 49.02% |
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