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ISHARES RUSSELL 3000 ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Penny A. Phillips Journey Strategic Wealth LLC | 1,806 | $684,365.64 | $767,315.22 | $82,949.58 | 12.12% |
 Caroline Jankowski Operose Advisors LLC | 49 | $18,568.06 | $21,704.55 | $3,136.49 | 16.89% |
 Billy DeFrance Lauterbach Financial Advisors LLC | 1,089 | $298,234.4 | $462,683.43 | $164,449.03 | 55.14% |
 John Gorlow Cardiff Park Advisors LLC | 55 | $12,337.83 | $24,337.5 | $11,999.67 | 97.26% |
 W. Travis McKinney HB Wealth Management LLC | 80,307 | $17.48M | $34.12M | $16.64M | 95.24% |
 Tim Burch UNC Management Company Inc. | 529,017 | $160.78M | $234.09M | $73.31M | 45.6% |
 Sue Cox BetterWealth LLC | 551 | $208,795.94 | $234,103.37 | $25,307.43 | 12.12% |
 Allison Tronnes Forum Financial Management LP | 1,864 | $539,167.03 | $791,957.68 | $252,790.65 | 46.89% |
 Dalila Toledo Ascent Group LLC | 2,022 | $642,568.32 | $859,087.14 | $216,518.82 | 33.7% |
 Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 2,210 | $738,692.5 | $938,962.7 | $200,270.2 | 27.11% |
 Nichole Raftopoulos Nvest Financial LLC | 5,582 | $1.47M | $2.37M | $899,771.59 | 61.13% |
 Chad Soukup jvl associates LLC | 29,127 | $4.61M | $12.38M | $7.77M | 168.55% |
 Thomas Mason Mason & Associates Inc. | 1,983 | $550,882.19 | $842,517.21 | $291,635.02 | 52.94% |
 Randy T. Siegel Aletheian Wealth Advisors LLC | 484 | $206,377.6 | $205,637.08 | -$740.52 | -0.36% |
 Timothy Dempsey DHK Financial Advisors Inc. | 8,625 | $2.74M | $3.66M | $924,858.75 | 33.76% |
 Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 525 | $203,096.25 | $223,056.75 | $19,960.5 | 9.83% |
 Scott Williams Investmark Advisory Group LLC | 729 | $199,556.46 | $320,942.25 | $121,385.79 | 60.83% |
 Conor Sheridan Sheridan Capital Management LLC | 20,455 | $5.81M | $9.01M | $3.19M | 54.86% |
 Timothy Low Forte Asset Management LLC | 18,733 | $4.46M | $7.96M | $3.5M | 78.44% |
 Daniel Ronan Catalyst Financial Partners LLC | 485 | $206,804 | $206,061.95 | -$742.05 | -0.36% |
