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Vanguard Russell 2000 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Austin Private Wealth Austin Private Wealth LLC | 55,410 | $4.53M | $6.19M | $1.67M | 36.79% |
 SkyOak Wealth SkyOak Wealth LLC | 6,596 | $600,885.82 | $737,234.92 | $136,349.1 | 22.69% |
| YA Yinka Akinsola Blue Trust Inc. | 5,072 | $423,646.53 | $555,941.92 | $132,295.39 | 31.23% |
 Jeff Ameen Spire Wealth Management | 1,526 | $124,566.91 | $169,523.34 | $44,956.43 | 36.09% |
 Kyle P. Smith NewEdge Wealth LLC | 15,085 | $1.29M | $1.67M | $378,899.9 | 29.44% |
 Jessica Clark Caerus Investment Advisors LLC | 6,189 | $616,176.73 | $678,376.29 | $62,199.56 | 10.09% |
| CAL CSM Advisors LLC CSM Advisors LLC | 212,943 | $19.54M | $23.34M | $3.81M | 19.48% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,228 | $217,942.96 | $246,060.32 | $28,117.36 | 12.9% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,900 | $172,628.79 | $208,259 | $35,630.21 | 20.64% |
 Joseph Castro Nuveen LLC | 29,745 | $2.96M | $3.26M | $297,602.38 | 10.04% |
 S. Hardy Taylor Heritage Investment Group Inc. | 84,809 | $6.97M | $9.3M | $2.33M | 33.43% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 3,403 | $413,192.26 | $373,002.83 | -$40,189.43 | -9.73% |
 Katie Smith Delos Wealth Advisors LLC | 8 | $971.36 | $876.88 | -$94.48 | -9.73% |
 Richard Slavik Newbridge Financial Services Group Inc. | 41 | $4,978.22 | $4,494.01 | -$484.21 | -9.73% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 258 | $30,143.4 | $28,472.88 | -$1,670.52 | -5.54% |
 Cheryl Smith DB Fitzpatrick & Co Inc. | 7,194 | $647,779.95 | $797,598.78 | $149,818.83 | 23.13% |
 Jennifer Grunberg Allspring Global Investments Holdings LLC | 287 | $31,142.34 | $31,875.65 | $733.31 | 2.35% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,614 | $195,971.88 | $179,299.26 | -$16,672.62 | -8.51% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,143 | $190,742.8 | $234,894.23 | $44,151.43 | 23.15% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,402 | $140,438.34 | $153,673.22 | $13,234.88 | 9.42% |
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