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Schwab Fundamental U.S. Large Company Index ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 NICOLE MARTIN Arlington Trust Co LLC | 3,885 | $80,213.59 | $122,222.1 | $42,008.51 | 52.37% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,715 | $434,891.67 | $683,153.9 | $248,262.23 | 57.09% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 8,357 | $227,711.57 | $262,911.22 | $35,199.65 | 15.46% |
 Teresa Douberly Burford Brothers, Inc. | 14,574 | $303,471.12 | $458,498.04 | $155,026.92 | 51.08% |
 James Rankin Modern Wealth Management, LLC | 60,409 | $1.47M | $1.9M | $434,472.16 | 29.64% |
 Joseph C. Gissy Tactive Advisors, LLC | 21,503 | $601,737.28 | $676,484.38 | $74,747.1 | 12.42% |
 David Vollmer PFS Partners, LLC | 2,232 | $58,702 | $70,218.72 | $11,516.72 | 19.62% |
 Benj Foor Frazier Financial Advisors, LLC | 586 | $14,610.08 | $18,435.56 | $3,825.48 | 26.18% |
 Amir Har-El Savvy Advisors, Inc. | 108,898 | $2.49M | $3.43M | $933,622.17 | 37.46% |
 Steven D Urban Urban Financial Advisory Corp | 1.08M | $27.12M | $33.92M | $6.81M | 25.1% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 350,606 | $7.47M | $11.03M | $3.56M | 47.73% |
 Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 3,642 | $87,116.64 | $114,577.32 | $27,460.68 | 31.52% |
 Benjamin Carter Turtle Creek Wealth Advisors, LLC | 555 | $15,457 | $17,460.3 | $2,003.3 | 12.96% |
 Taylor Wagner Valued Wealth Advisors LLC | 1,092 | $30,413 | $34,354.32 | $3,941.32 | 12.96% |
 BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 32,254 | $732,178.1 | $1.01M | $282,532.74 | 38.59% |
 Joshua Stipcich Tidemark, LLC | 2,912 | $67,465.22 | $91,611.52 | $24,146.3 | 35.79% |
 Rob C. Alston Jr Quadcap Wealth Management, LLC | 298,416 | $7.1M | $9.39M | $2.29M | 32.26% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,699 | $115,972.41 | $147,830.54 | $31,858.13 | 27.47% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 35,231 | $742,247.82 | $1.11M | $366,119.44 | 49.33% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 179,678 | $4.08M | $5.65M | $1.58M | 38.68% |
