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Schwab Fundamental U.S. Small Company ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jeff Ameen Spire Wealth Management | 439 | $12,541.86 | $15,641.57 | $3,099.71 | 24.71% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 82,702 | $2.58M | $2.94M | $358,513.17 | 13.91% |
 Joseph Castro Nuveen LLC | 19,538 | $743,617 | $686,956.08 | -$56,660.92 | -7.62% |
 Richard Slavik Newbridge Financial Services Group Inc. | 128 | $3,801.6 | $4,500.48 | $698.88 | 18.38% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 3,338 | $105,185.15 | $118,298.72 | $13,113.57 | 12.47% |
 Sima Elimelech Activest Wealth Management | 2,135 | $67,311.84 | $75,066.6 | $7,754.76 | 11.52% |
 Brian Baylis Bell Investment Advisors Inc. | 442,641 | $10.95M | $15.77M | $4.82M | 44.07% |
 Olalekan F. Adeduji Washington Trust Advisors Inc. | 25,380 | $600,315.53 | $894,645 | $294,329.47 | 49.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 15,052 | $487,575.58 | $529,228.32 | $41,652.74 | 8.54% |
 Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 6,392 | $199,174.72 | $228,098.52 | $28,923.8 | 14.52% |
 Dominic Corabi Wedmont Private Capital | 12,989 | $334,026.67 | $460,849.72 | $126,823.05 | 37.97% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,144 | $31,832.66 | $40,657.76 | $8,825.1 | 27.72% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 37,345 | $1.02M | $1.33M | $302,864.22 | 29.61% |
 Matt Shibata Morling Financial Advisors LLC | 1 | $31.16 | $35.72 | $4.56 | 14.63% |
 Jacob B. Rue Shore Point Advisors LLC | 378,476 | $11.38M | $13.48M | $2.1M | 18.42% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 418 | $11,449.02 | $14,851.54 | $3,402.52 | 29.72% |
 Sara S. Alexander Sonora Investment Management Group LLC | 7,358 | $218,642.1 | $260,693.2 | $42,051.1 | 19.23% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 560 | $16,682.4 | $19,896.8 | $3,214.4 | 19.27% |
 Tyler Glazier New Millennium Group LLC | 336 | $9,626.4 | $11,882.64 | $2,256.24 | 23.44% |
 Bill McVay Red Tortoise LLC | 3,836 | $93,330.55 | $135,391.62 | $42,061.07 | 45.07% |
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