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Schwab Fundamental U.S. Small Company ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Katherine Stoner Empower Advisory Group, LLC | 10,352 | $322,568.48 | $392,030.24 | $69,461.76 | 21.53% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 7,342 | $185,201.95 | $278,004.83 | $92,802.88 | 50.11% |
| TM Timothy Monaco Dechtman Wealth Management, LLC | 23,140 | $640,353.22 | $876,196.1 | $235,842.88 | 36.83% |
 Christopher C. Powers Farther Finance Advisors, LLC | 77,290 | $2.25M | $2.91M | $663,172.61 | 29.54% |
 Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 558 | $15,783.19 | $20,983.59 | $5,200.4 | 32.95% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 81,335 | $2.51M | $3.06M | $542,531.51 | 21.59% |
 Christopher Barr Red Mountain Financial, LLC | 33,532 | $994,549.51 | $1.27M | $275,139.67 | 27.66% |
 NICOLE MARTIN Arlington Trust Co LLC | 2,930 | $81,087.75 | $111,032.35 | $29,944.6 | 36.93% |
 Matthew J. Syverson Sound Stewardship, LLC | 321,406 | $8.14M | $12.17M | $4.03M | 49.58% |
 MICHAEL DE LUZ Williams & Novak, LLC | 7,000 | $200,550 | $265,265 | $64,715 | 32.27% |
 David Vollmer PFS Partners, LLC | 1,237 | $38,545 | $46,937.96 | $8,392.96 | 21.77% |
 Benj Foor Frazier Financial Advisors, LLC | 309 | $8,963.17 | $11,725 | $2,761.83 | 30.81% |
 Derek Ripp Austin Wealth Management, LLC | 24,391 | $607,213.94 | $924,296.94 | $317,083 | 52.22% |
 Amir Har-El Savvy Advisors, Inc. | 10,980 | $319,721.1 | $416,361.6 | $96,640.5 | 30.23% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 20,833 | $597,255.34 | $789,987.36 | $192,732.02 | 32.27% |
 Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 388 | $11,558.52 | $14,722.66 | $3,164.14 | 27.37% |
 Taylor Wagner Valued Wealth Advisors LLC | 531 | $17,221 | $20,135.52 | $2,914.52 | 16.92% |
 Kaitlyn Barnes Financial Architects, LLC | 39,545 | $1.18M | $1.5M | $316,928.88 | 26.8% |
 Rob C. Alston Jr Quadcap Wealth Management, LLC | 20,180 | $554,142.8 | $764,519.3 | $210,376.5 | 37.96% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 313 | $9,972.26 | $11,842.35 | $1,870.09 | 18.75% |
