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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 | $8.58M | $619,245.28 | 7.78% |
| OPW Oregon Pacific Wealth Management LLC Oregon Pacific Wealth Management LLC | 5,968 | $201,897 | $207,029.92 | $5,132.92 | 2.54% |
 Elizabeth Arce Sovran Advisors LLC | 53,394 | $1.68M | $1.84M | $155,663.94 | 9.26% |
 Samira Kadam Synergy Investment Management LLC | 27,238 | $881,987.39 | $944,750.03 | $62,762.64 | 7.12% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 10,034 | $339,478.13 | $347,577.76 | $8,099.63 | 2.39% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 8,353 | $257,356.02 | $286,591.43 | $29,235.41 | 11.36% |
 Rossby Financial LLC Rossby Financial LLC | 1,983 | $62,767.75 | $68,790.27 | $6,022.52 | 9.59% |
 William F. Blake PMG Family Office LLC | 20,044 | $636,877.99 | $695,827.46 | $58,949.47 | 9.26% |
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