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ISHARES RUSSELL 3000 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 593 | $186,173.58 | $254,230.96 | $68,057.38 | 36.56% |
| SFH Sean F. Hanna Cambridge Associates LLC /MA/ /ADV | 14,597 | $4.12M | $6.26M | $2.13M | 51.77% |
| PB Patricia Buchholtz ECLECTIC ASSOCIATES Inc. /ADV | 1,003 | $351,518.32 | $430,006.16 | $78,487.84 | 22.33% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,170 | $334,203.51 | $500,239.35 | $166,035.84 | 49.68% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 2,902 | $426,361.84 | $1.24M | $817,783.6 | 191.81% |
 Winthrop Advisory Group Winthrop Advisory Group LLC | 16,822 | $3.31M | $7.12M | $3.81M | 114.88% |
 Red Spruce Capital Red Spruce Capital LLC | 2,375 | $508,051.9 | $1.02M | $507,082.45 | 99.81% |
 SkyOak Wealth SkyOak Wealth LLC | 2,680 | $524,461.38 | $1.15M | $621,037.59 | 118.41% |
 Daniel Russell Naviter Wealth LLC | 650 | $251,452.5 | $277,826.24 | $26,373.74 | 10.49% |
| YA Yinka Akinsola Blue Trust Inc. | 338 | $122,939.82 | $144,442.61 | $21,502.79 | 17.49% |
 Jeff Ameen Spire Wealth Management | 1,402 | $372,579.07 | $599,985.9 | $227,406.83 | 61.04% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 1,583 | $555,633 | $676,613.76 | $120,980.76 | 21.77% |
 Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 1,653 | $406,504.71 | $706,260.78 | $299,756.07 | 73.74% |
 Kyle P. Smith NewEdge Wealth LLC | 7,935 | $2.62M | $3.39M | $767,711.97 | 29.27% |
 John Ledford FWG Holdings LLC | 1,322 | $380,157.48 | $564,837.72 | $184,680.24 | 48.58% |
| KT Kurt Threlfall NSI Retail Advisors LLC | 93,400 | $25.57M | $39.91M | $14.34M | 56.08% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,004 | $1.86M | $2.14M | $277,611.18 | 14.89% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 6,707 | $2.28M | $2.87M | $586,858.9 | 25.7% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 4,508 | $1.35M | $1.93M | $576,933.84 | 42.65% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 876 | $185,458.04 | $374,884.2 | $189,426.16 | 102.14% |
