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iShares Adaptive Large Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 247,864 | $7.96M | $8.46M | $492,834.64 | 6.19% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 5,968 | $201,897 | $203,628.16 | $1,731.16 | 0.86% |
 Elizabeth Arce Sovran Advisors LLC | 53,394 | $1.68M | $1.82M | $141,514.53 | 8.42% |
 Samira Kadam Synergy Investment Management LLC | 27,238 | $881,987.39 | $958,232.84 | $76,245.45 | 8.64% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 9,999 | $338,272 | $341,165.88 | $2,893.88 | 0.86% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 10,748 | $331,146 | $366,721.76 | $35,575.76 | 10.74% |
| RFL Rossby Financial LLC Rossby Financial LLC | 1,256 | $38,173.3 | $42,854.72 | $4,681.42 | 12.26% |
 William F. Blake PMG Family Office LLC | 20,044 | $636,877.99 | $683,901.28 | $47,023.29 | 7.38% |
