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Schwab Fundamental U.S. Small Company ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EJK Edward J. King Graney & King LLC | 56 | $1,664.32 | $1,981 | $316.68 | 19.03% |
| JS Jeffrey Socha Entrewealth LLC | 9,268 | $253,858.28 | $328,504.26 | $74,645.98 | 29.4% |
 Camaron Barta BXM Wealth LLC | 8,505 | $323,700 | $303,713.55 | -$19,986.45 | -6.17% |
 Samira Kadam Synergy Investment Management LLC | 2,054 | $66,597.03 | $72,958.08 | $6,361.05 | 9.55% |
| MAI McGrath & Associates Inc. McGrath & Associates Inc. | 58,331 | $1.73M | $2.06M | $323,453.08 | 18.67% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 358 | $10,633 | $12,755.54 | $2,122.54 | 19.96% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 8,951 | $265,845.24 | $319,326.92 | $53,481.68 | 20.12% |
 Riverchase Wealth Management LLC Riverchase Wealth Management LLC | 13,036 | $387,169.34 | $462,809.29 | $75,639.95 | 19.54% |
 Navigoe LLC Navigoe LLC | 4,316 | $134,486.56 | $152,613.76 | $18,127.2 | 13.48% |
 Gerson Diaz Boulay Financial Advisors LLC | 2.69M | $102.35M | $95.11M | -$7.23M | -7.07% |
 Rossby Financial LLC Rossby Financial LLC | 61 | $1,703.11 | $2,173.43 | $470.32 | 27.62% |
| SC Shawn Clark Accredited Wealth Management LLC | 4,607 | $143,137.36 | $162,972.62 | $19,835.26 | 13.86% |
| JH Julie Hazzard 10Elms LLP | 96,609 | $3.25M | $3.41M | $157,038.94 | 4.83% |
 Pinney & Scofield Inc. Pinney & Scofield Inc. | 770 | $22,899.22 | $27,358.1 | $4,458.88 | 19.47% |
 Ameriflex Group Inc. Ameriflex Group Inc. | 248 | $9,439 | $8,836.24 | -$602.76 | -6.39% |
| AH Allen Hamilton Liberty Square Wealth Partners LLC | 46,444 | $1.33M | $1.66M | $332,770.24 | 25.01% |
 Binnacle Investments Inc. Binnacle Investments Inc. | 251 | $7,191 | $8,892.93 | $1,701.93 | 23.67% |
 Clark Asset Management LLC Clark Asset Management LLC | 6,795 | $194,676.83 | $240,644.92 | $45,968.09 | 23.61% |
 Rydar Equities Inc. Rydar Equities Inc. | 327 | $11,572 | $11,461.35 | -$110.65 | -0.96% |
 Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 68,812 | $1.97M | $2.44M | $467,485.64 | 23.73% |
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