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ISHARES S&P 500 GROWTH ETF (3IS8) Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 2,849 | $313,674.9 | $385,327.25 | $71,652.35 | 22.84% |
 Bert D. Barre Colonial Trust Co. / SC | 2,139 | $123,741.15 | $303,203.25 | $179,462.1 | 145.03% |
 Daniel Guy Ethos Financial Group LLC | 2,567 | $309,886.58 | $347,186.75 | $37,300.17 | 12.04% |
 Richard S. Levenson Western Financial Corp./CA | 2,069 | $191,465.22 | $279,832.25 | $88,367.03 | 46.15% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 52,739 | $4.82M | $7.13M | $2.31M | 47.99% |
 Victoria Latham Fiduciary Alliance LLC | 24,256 | $1.95M | $3.28M | $1.33M | 68.35% |
 Gary Dempsey Leslie Global Wealth LLC | 6,576 | $810,557.75 | $889,404 | $78,846.25 | 9.73% |
 Loni Adams Daymark Wealth Partners LLC | 44,349 | $4.32M | $6M | $1.67M | 38.69% |
 Jessica Thayer Unique Wealth LLC | 4,679 | $455,891.35 | $632,834.75 | $176,943.4 | 38.81% |
 Brian Matter Creative Capital Management Investments LLC | 200 | $13,684 | $27,050 | $13,366 | 97.68% |
 Michael Snyder Beaumont Financial Advisors LLC | 4,452 | $263,434.8 | $602,133 | $338,698.2 | 128.57% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 2,229 | $206,272 | $301,472.25 | $95,200.25 | 46.15% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,077 | $174,048.87 | $280,914.25 | $106,865.38 | 61.4% |
 Holly Skipper Verum Partners LLC | 10,272 | $724,568.05 | $1.39M | $664,719.95 | 91.74% |
 Belena Vincetti Fortis Capital Advisors LLC | 11,682 | $1.28M | $1.58M | $302,687.05 | 23.7% |
 Jeffrey D. Munjack JDM Financial Group LLC | 11,300 | $1.48M | $1.6M | $123,461.88 | 8.37% |
| QS Quentin Stoker Gallacher Capital Management LLC | 42,293 | $2.64M | $5.72M | $3.08M | 116.42% |
 Patrick D. Hayes Canopy Partners LLC | 12,036 | $939,256.98 | $1.63M | $688,612.02 | 73.31% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 3,475 | $336,028.56 | $469,993.75 | $133,965.19 | 39.87% |
 Marc White Clarendon Private LLC | 5,260 | $536,510.95 | $711,415 | $174,904.05 | 32.6% |
