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Vanguard Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWM Marion Wealth Management Marion Wealth Management | 1,898 | $281,941.28 | $412,796.02 | $130,854.74 | 46.41% |
| WTM W. Travis McKinney HB Wealth Management LLC | 70,402 | $11.3M | $15.39M | $4.09M | 36.16% |
 Daniel Forbes Forbes Financial Planning Inc. | 52,153 | $8.04M | $11.36M | $3.32M | 41.26% |
| MC mike Chen Byrne Asset Management LLC | 225 | $31,158.5 | $49,177.12 | $18,018.62 | 57.83% |
| TF Taylor Fairman Eagle Rock Investment Company LLC | 1,583 | $279,779.42 | $344,666.59 | $64,887.17 | 23.19% |
 Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,067 | $300,342.1 | $450,047.91 | $149,705.81 | 49.85% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 2,600 | $510,120 | $566,098 | $55,978 | 10.97% |
| RM Russell Mohberg Regatta Capital Group LLC | 183,365 | $26.6M | $39.92M | $13.33M | 50.11% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 626 | $105,981.8 | $136,148.74 | $30,166.94 | 28.46% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 1,274 | $221,748.01 | $277,388.02 | $55,640.01 | 25.09% |
 Courtney Lawson Autumn Glory Partners LLC | 39,091 | $6.58M | $8.51M | $1.93M | 29.3% |
| FCI Family CFO Inc Family CFO Inc | 35,838 | $5.09M | $7.8M | $2.72M | 53.42% |
| SC Sue Cox BetterWealth LLC | 1,838 | $275,788.08 | $400,187.74 | $124,399.66 | 45.11% |
 Jeremy Baltz Raleigh Capital Management Inc. | 2,946 | $436,474.32 | $643,892.49 | $207,418.17 | 47.52% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 5,029 | $880,036.13 | $1.09M | $214,928.04 | 24.42% |
 Allison Tronnes Forum Financial Management LP | 7,796 | $1.26M | $1.7M | $439,949.04 | 34.81% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 11,374 | $2.16M | $2.49M | $324,052.16 | 14.99% |
| LWL Leo Wealth LLC Leo Wealth LLC | 22,437 | $4.03M | $4.9M | $878,074.67 | 21.81% |
 Christopher Clancy Global Wealth Strategies & Associates | 2,432 | $453,997.48 | $529,519.36 | $75,521.88 | 16.63% |
| WJ William Jollie Quent Capital LLC | 1,298 | $245,441.22 | $283,346.91 | $37,905.69 | 15.44% |
