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Schwab U.S. Large-Cap Growth ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 92,274 | $2.7M | $3.15M | $458,563.13 | 17.01% |
 Daniel Russell Naviter Wealth LLC | 7,286 | $237,669.32 | $249,035.48 | $11,366.16 | 4.78% |
| RR rosemary richard WCG Wealth Advisors LLC | 41,952 | $1.17M | $1.43M | $264,739.72 | 22.64% |
| YA Yinka Akinsola Blue Trust Inc. | 19,700 | $559,818.1 | $673,346 | $113,527.9 | 20.28% |
 Jeff Ameen Spire Wealth Management | 109,082 | $2.97M | $3.73M | $763,390.26 | 25.75% |
 Daren Blonski Fermata Advisors LLC | 182,814 | $5.26M | $6.25M | $993,470.75 | 18.9% |
| AL Acas LLC Acas LLC | 87,999 | $1.64M | $3.01M | $1.37M | 83.22% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 654,383 | $9.79M | $22.37M | $12.57M | 128.42% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 10,540 | $278,257 | $360,257.2 | $82,000.2 | 29.47% |
 Kyle P. Smith NewEdge Wealth LLC | 38,223 | $1.1M | $1.31M | $210,835.75 | 19.24% |
 Jonathan Guyton Cornerstone Wealth Advisors Inc. | 1.63M | $26.52M | $55.59M | $29.07M | 109.6% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 30,834 | $803,225.7 | $1.05M | $250,680.42 | 31.21% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 9,786 | $318,807.5 | $334,485.48 | $15,677.98 | 4.92% |
| SL Shad Lamm Keystone Wealth Services LLC | 8,752 | $267,554.79 | $299,143.36 | $31,588.57 | 11.81% |
| DM Dipen Mehta Invst LLC | 996,818 | $19.61M | $34.07M | $14.46M | 73.74% |
 Jason E. Archambault SK Wealth Management LLC | 1.18M | $33.19M | $40.36M | $7.17M | 21.59% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 1.44M | $40.54M | $49.35M | $8.81M | 21.73% |
| YL Yosef Levy Y.D. More Investments Ltd. | 1,122 | $28,671.83 | $38,349.96 | $9,678.13 | 33.75% |
| RS Ryan Sanford Elevation Capital Advisory LLC | 134,363 | $4.34M | $4.59M | $251,402.52 | 5.79% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 16,427 | $555,900 | $561,474.86 | $5,574.86 | 1% |
