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iShares Russell 1000 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CTC Caldwell Trust Co Caldwell Trust Co | 168 | $47,917.66 | $68,607.84 | $20,690.18 | 43.18% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 1,226 | $374,339.96 | $500,673.88 | $126,333.92 | 33.75% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 1,797 | $671,071.56 | $733,858.86 | $62,787.3 | 9.36% |
 Matthew J. Darcy Seneca Financial Advisors LLC | 14,138 | $3.01M | $5.77M | $2.76M | 91.83% |
 Bonnie Courtney Cambridge Financial Group LLC | 8,962 | $3.07M | $3.66M | $587,779.39 | 19.13% |
 Formulate Financial LLC Formulate Financial LLC | 26,128 | $9.56M | $10.67M | $1.11M | 11.62% |
| BML Berman McAleer LLC Berman McAleer LLC | 5,769 | $2.11M | $2.36M | $247,228.51 | 11.72% |
