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Schwab Fundamental U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 76,246 | $2.32M | $2.39M | $70,911.94 | 3.05% |
| BS Barrett Schultz Ashton Thomas Securities LLC | 1,562 | $47,579 | $49,324.21 | $1,745.21 | 3.67% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 43,869 | $1.14M | $1.38M | $241,469.48 | 21.26% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 86,927 | $1.53M | $2.76M | $1.23M | 80.26% |
| NA Nizar Araji National Bank Of Canada /FI/ | 185 | $5,635.1 | $5,847.85 | $212.75 | 3.78% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 13,114 | $303,187.14 | $414,533.54 | $111,346.4 | 36.73% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 11,329 | $271,081.74 | $358,109.69 | $87,027.95 | 32.1% |
 Winthrop Advisory Group Winthrop Advisory Group LLC | 9,395 | $217,318.1 | $297,774.52 | $80,456.42 | 37.02% |
 John Mezzasalma Mezzasalma Advisors LLC | 141,445 | $3.14M | $4.48M | $1.34M | 42.55% |
 Joseph Castro Nuveen LLC | 15,274 | $465,232 | $479,450.86 | $14,218.86 | 3.06% |
 Cheryl Smith DB Fitzpatrick & Co Inc. | 139 | $3,934.02 | $4,395.87 | $461.85 | 11.74% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,077 | $306,945.42 | $318,735.51 | $11,790.09 | 3.84% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,416 | $33,219.36 | $44,448.24 | $11,228.88 | 33.8% |
 Dominic Corabi Wedmont Private Capital | 8,150 | $221,680 | $257,662.25 | $35,982.25 | 16.23% |
 Bill McVay Red Tortoise LLC | 46,664 | $840,594.08 | $1.47M | $631,188.48 | 75.09% |
 W. Travis McKinney HB Wealth Management LLC | 39,819 | $782,065.95 | $1.26M | $476,612.64 | 60.94% |
 Rachel Faulk Cape Investment Advisory Inc. | 1,068 | $32,531.03 | $33,759.48 | $1,228.45 | 3.78% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 561 | $12,392.49 | $17,674.3 | $5,281.81 | 42.62% |
 Jill Grimes Centurion Wealth Management LLC | 94,784 | $2.46M | $3M | $541,204.99 | 22.04% |
 Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 7,530 | $132,076.2 | $237,835.05 | $105,758.85 | 80.07% |
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