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Vanguard Large-Cap Index Fund ETF Shares Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Matthew J. Syverson Sound Stewardship, LLC | 597 | $205,354 | $211,633.51 | $6,279.51 | 3.06% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 11,813 | $3.22M | $4.17M | $949,482.1 | 29.48% |
| KS Kristi Shields ROGCO, LP | 20 | $6,157 | $7,088.2 | $931.2 | 15.12% |
 Stacey Cheek Wheelhouse Advisory Group LLC | 69,009 | $16.45M | $24.48M | $8.02M | 48.75% |
 Kevin Bresler TD Waterhouse Canada Inc. | 13,160 | $3.78M | $4.63M | $848,460.43 | 22.43% |
 Amy Jones BARLOW WEALTH PARTNERS, INC. | 1,220 | $266,143 | $434,185.81 | $168,042.81 | 63.14% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 12,109 | $3.4M | $4.26M | $863,134.49 | 25.4% |
 Charles Corkery PUREfi Wealth, LLC | 1,807 | $487,347.53 | $641,222.98 | $153,875.45 | 31.57% |
 James Rankin Modern Wealth Management, LLC | 83,248 | $23.36M | $29.61M | $6.25M | 26.74% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 924 | $244,528.09 | $327,382.44 | $82,854.35 | 33.88% |
 Menachem Striks Morton Capital Management LLC/CA | 3,445 | $761,158.8 | $1.22M | $463,125.3 | 60.84% |
 David Vollmer PFS Partners, LLC | 31 | $6,781.45 | $10,921.45 | $4,140 | 61.05% |
 Angela Kelley HTLF Bank | 5,066 | $1.19M | $1.8M | $605,398.84 | 50.87% |
 Amir Har-El Savvy Advisors, Inc. | 21,966 | $6.3M | $7.8M | $1.49M | 23.72% |
 Ann Keitner Quantum Portfolio Management LLC | 547 | $188,119 | $192,401.78 | $4,282.78 | 2.28% |
 United Advisor Group LLC United Advisor Group, LLC | 869 | $240,534.57 | $305,662.06 | $65,127.49 | 27.08% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 7,418 | $1.9M | $2.62M | $718,273.11 | 37.74% |
 Steven D Urban Urban Financial Advisory Corp | 902 | $217,449.44 | $319,912.34 | $102,462.9 | 47.12% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 1,175 | $335,434.66 | $418,276.5 | $82,841.84 | 24.7% |
 Setu Mazumdar Physician Wealth Solutions Inc. | 1,015 | $221,422 | $359,812.42 | $138,390.42 | 62.5% |
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