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Vanguard Large-Cap Index Fund ETF Shares Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Anne Hudick Fee-Only Financial Planning, L.C. | 2,925 | $510,018.18 | $1.02M | $505,936.69 | 99.2% |
 Bert D. Barre Colonial Trust Co. / SC | 472 | $82,486.1 | $163,904.36 | $81,418.26 | 98.71% |
 Daniel Guy Ethos Financial Group LLC | 2,000 | $629,581.11 | $694,670 | $65,088.89 | 10.34% |
| RSL Richard S. Levenson Western Financial Corp./CA | 2,146 | $612,253.88 | $745,380.91 | $133,127.03 | 21.74% |
 Christopher D. Rich EnRich Financial Partners LLC | 5,514 | $1.2M | $1.92M | $712,318.85 | 59.22% |
 Kellie Borror Daner Wealth Management LLC | 42,618 | $11.89M | $14.8M | $2.91M | 24.52% |
 Loni Adams Daymark Wealth Partners LLC | 18,235 | $5.05M | $6.33M | $1.28M | 25.42% |
 Jessica Thayer Unique Wealth LLC | 1,179 | $303,040.84 | $409,507.96 | $106,467.12 | 35.13% |
 Brian Matter Creative Capital Management Investments LLC | 16 | $3,993.92 | $5,557.36 | $1,563.44 | 39.15% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 12,139 | $2.33M | $4.22M | $1.89M | 80.93% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 1,892 | $415,094.94 | $657,157.82 | $242,062.88 | 58.32% |
| HS Holly Skipper Verum Partners LLC | 805 | $167,149.29 | $279,540.27 | $112,390.98 | 67.24% |
 Belena Vincetti Fortis Capital Advisors LLC | 2,115 | $531,987.6 | $734,444.32 | $202,456.72 | 38.06% |
 Jeffrey D. Munjack JDM Financial Group LLC | 241 | $42,398.93 | $83,688.45 | $41,289.52 | 97.38% |
| SS Sheryl Stephens Stephens Consulting LLC | 1,516 | $414,021.31 | $526,438.58 | $112,417.27 | 27.15% |
| BG Becki Goebel TCP Asset Management LLC | 984 | $229,529.34 | $340,739.52 | $111,210.18 | 48.45% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 1,200 | $287,712 | $416,706 | $128,994 | 44.83% |
 Bree Pate Olisti Co. Wealth LLC | 5,346 | $949,838.03 | $1.85M | $897,418.81 | 94.48% |
 Kevin Gray Lodestar Private Asset Management LLC | 20,208 | $3.52M | $7.02M | $3.5M | 99.34% |
| TT Thaddeus Toal RCS Financial Planning LLC | 2,781 | $517,499.32 | $964,492.51 | $446,993.19 | 86.38% |
