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Schwab Fundamental U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 42,166 | $1.08M | $1.3M | $212,266.96 | 19.59% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 86,927 | $1.53M | $2.68M | $1.15M | 74.86% |
 Winthrop Advisory Group Winthrop Advisory Group LLC | 9,347 | $215,856.02 | $287,607.19 | $71,751.17 | 33.24% |
| YA Yinka Akinsola Blue Trust Inc. | 627 | $16,616.4 | $19,277.11 | $2,660.71 | 16.01% |
 John Mezzasalma Mezzasalma Advisors LLC | 144,099 | $3.18M | $4.43M | $1.25M | 39.2% |
| RH Rick Hurley Heirloom Wealth Management | 15,271 | $415,371.2 | $469,812.31 | $54,441.11 | 13.11% |
 Cheryl Smith DB Fitzpatrick & Co Inc. | 139 | $3,934.02 | $4,272.86 | $338.84 | 8.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,416 | $33,219.36 | $43,584.48 | $10,365.12 | 31.2% |
| DC Dominic Corabi Wedmont Private Capital | 8,150 | $221,680 | $252,038.75 | $30,358.75 | 13.69% |
 Bill McVay Red Tortoise LLC | 46,664 | $840,594.08 | $1.44M | $600,296.91 | 71.41% |
| WTM W. Travis McKinney HB Wealth Management LLC | 39,819 | $782,065.95 | $1.23M | $450,929.38 | 57.66% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 561 | $12,392.49 | $17,388.19 | $4,995.7 | 40.31% |
 Jill Grimes Centurion Wealth Management LLC | 95,380 | $2.47M | $2.96M | $485,096.93 | 19.63% |
 Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 7,530 | $132,076.2 | $233,542.95 | $101,466.75 | 76.82% |
 Kyle Kelley Family Capital Management Inc. | 234,705 | $6.2M | $7.28M | $1.08M | 17.42% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 29,425 | $701,494.55 | $912,616.37 | $211,121.82 | 30.1% |
 Andrew T. Gardener Tanglewood Legacy Advisors LLC | 4,191 | $97,483 | $130,004.82 | $32,521.82 | 33.36% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 30,527 | $565,330.59 | $945,879.09 | $380,548.5 | 67.31% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 20,653 | $425,371.56 | $639,520.14 | $214,148.58 | 50.34% |
| AW Ariel Weisbard Values Added Financial LLC | 49,678 | $1.16M | $1.54M | $380,966.47 | 32.92% |
