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Vanguard S&P 500 Growth ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 James Rankin Modern Wealth Management, LLC | 347,334 | $28.33M | $29.65M | $1.32M | 4.66% |
 Menachem Striks Morton Capital Management LLC/CA | 3,648 | $301,398 | $296,545.92 | -$4,852.08 | -1.61% |
 David Vollmer PFS Partners, LLC | 144 | $9,799.06 | $11,705.76 | $1,906.7 | 19.46% |
 Angela Kelley HTLF Bank | 34,884 | $1.58M | $2.84M | $1.26M | 79.48% |
 Amir Har-El Savvy Advisors, Inc. | 5,916 | $401,632.16 | $480,911.64 | $79,279.48 | 19.74% |
 United Advisor Group LLC United Advisor Group, LLC | 11,291 | $664,927.51 | $917,845.39 | $252,917.88 | 38.04% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 5,868 | $332,853.38 | $477,009.72 | $144,156.34 | 43.31% |
 Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 4,836 | $246,880.2 | $393,118.44 | $146,238.24 | 59.23% |
 PETER KRUSSEL Southland Equity Partners LLC | 8,238 | $472,115.5 | $669,667.02 | $197,551.52 | 41.84% |
 Oxford Wealth Group LLC Oxford Wealth Group, LLC | 5,355 | $396,800.14 | $455,442.75 | $58,642.61 | 14.78% |
 Benjamin Carter Turtle Creek Wealth Advisors, LLC | 8,682 | $639,905.71 | $705,759.78 | $65,854.07 | 10.29% |
 Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 2,477 | $204,647 | $201,355.33 | -$3,291.67 | -1.61% |
| MG Melissa Glennie Capital Management Associates, Inc | 3,699 | $305,611 | $300,691.71 | -$4,919.29 | -1.61% |
 Kent Keister Bear Mountain Capital, Inc. | 504 | $27,499.57 | $40,970.16 | $13,470.59 | 48.98% |
 Thomas Hood Alternative Investment Advisors, LLC. | 2,580 | $213,160 | $217,184.4 | $4,024.4 | 1.89% |
 Keisuke Ichihara Rakuten Securities, Inc. | 225 | $18,590 | $19,136.25 | $546.25 | 2.94% |
 Joshua Stipcich Tidemark, LLC | 643 | $53,101 | $54,912.2 | $1,811.2 | 3.41% |
 Michelle Taylor BALANCED WEALTH GROUP LLC | 23,129 | $1.06M | $1.98M | $915,879.2 | 86.46% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 540 | $36,691.92 | $43,896.6 | $7,204.68 | 19.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,375 | $89,819.12 | $116,943.75 | $27,124.63 | 30.2% |
