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Vanguard Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Brett Lee Planning Center Inc. | 3,523 | $565,124.43 | $774,883.85 | $209,759.42 | 37.12% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 3,720 | $520,890.7 | $841,798.8 | $320,908.1 | 61.61% |
 Suzanne Hammer 5th Street Advisors LLC | 65,391 | $9.82M | $14.38M | $4.56M | 46.46% |
| TA Thomas Anderton 626 Financial LLC | 5,287 | $718,872.2 | $1.16M | $444,003.45 | 61.76% |
 Morgan Christen Spinnaker Investment Group LLC | 1,033 | $225,865.44 | $227,208.35 | $1,342.91 | 0.59% |
| MWM Marion Wealth Management Marion Wealth Management | 1,757 | $261,198.77 | $386,452.15 | $125,253.38 | 47.95% |
 W. Travis McKinney HB Wealth Management LLC | 70,402 | $11.3M | $15.48M | $4.18M | 37.02% |
 Daniel Forbes Forbes Financial Planning Inc. | 52,084 | $8.03M | $11.46M | $3.43M | 42.68% |
| MC mike Chen Byrne Asset Management LLC | 225 | $31,158.5 | $49,488.75 | $18,330.25 | 58.83% |
 Mark Perrault Intergy Private Wealth LLC | 16,785 | $3.67M | $3.69M | $21,820.67 | 0.59% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 1,181 | $257,348 | $259,760.95 | $2,412.95 | 0.94% |
 Taylor Fairman Eagle Rock Investment Company LLC | 1,583 | $279,779.42 | $348,180.85 | $68,401.43 | 24.45% |
 Brian O'Rourke O'ROURKE & COMPANY Inc. | 2,071 | $301,216.7 | $471,173.19 | $169,956.49 | 56.42% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 141,718 | $30.93M | $32.24M | $1.31M | 4.25% |
 Russell Mohberg Regatta Capital Group LLC | 184,611 | $26.87M | $41.78M | $14.91M | 55.48% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 626 | $105,981.8 | $137,688.7 | $31,706.9 | 29.92% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 977 | $170,444.23 | $214,891.15 | $44,446.92 | 26.08% |
 Courtney Lawson Autumn Glory Partners LLC | 39,091 | $6.58M | $8.6M | $2.02M | 30.62% |
| FCI Family CFO Inc Family CFO Inc | 35,630 | $5.06M | $7.84M | $2.78M | 55.02% |
 Sue Cox BetterWealth LLC | 1,838 | $275,788.08 | $404,268.1 | $128,480.02 | 46.59% |
