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Invesco FTSE RAFI US 1500 Small-Mid ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Dominic Corabi Wedmont Private Capital | 4,631 | $210,394.07 | $248,869.94 | $38,475.87 | 18.29% |
 Sara S. Alexander Sonora Investment Management Group LLC | 5,325 | $241,861.5 | $286,165.5 | $44,304 | 18.32% |
 Bill McVay Red Tortoise LLC | 625 | $19,800 | $33,587.5 | $13,787.5 | 69.63% |
 Allison Tronnes Forum Financial Management LP | 4,315 | $240,647.55 | $231,888.1 | -$8,759.45 | -3.64% |
 William Jollie Quent Capital LLC | 317 | $14,540.79 | $17,776.5 | $3,235.71 | 22.25% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 10,501 | $481,680.87 | $564,323.74 | $82,642.87 | 17.16% |
 Jeffrey Gilbert Balboa Wealth Partners | 3,859 | $215,216.43 | $216,402.3 | $1,185.87 | 0.55% |
 Mark Mowrey Signature Resources Capital Management LLC | 1 | $46 | $53.74 | $7.74 | 16.83% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 13,149 | $581,462.91 | $747,389.16 | $165,926.25 | 28.54% |
 Rachel Faulk Cape Investment Advisory Inc. | 75 | $4,183 | $4,184.91 | $1.91 | 0.05% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 240 | $9,972 | $13,519.8 | $3,547.8 | 35.58% |
 Mariana Coli Dunhill Financial LLC | 379 | $14,348.21 | $21,253.3 | $6,905.09 | 48.13% |
 Lukas Lindgren Abound Wealth Management | 920 | $27,194.06 | $49,440.8 | $22,246.74 | 81.81% |
 Drew Phillips Fortitude Family Office LLC | 3,114 | $116,744.01 | $167,346.36 | $50,602.35 | 43.34% |
 Alex Nunnamaker Schechter Investment Advisors LLC | 7,075 | $234,846.25 | $380,210.5 | $145,364.25 | 61.9% |
 Bert D. Barre Colonial Trust Co. / SC | 320 | $11,996.8 | $17,862.4 | $5,865.6 | 48.89% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 266,421 | $9.72M | $14.32M | $4.59M | 47.23% |
 Richard S. Levenson Western Financial Corp./CA | 4,482 | $205,619.53 | $240,862.68 | $35,243.15 | 17.14% |
 Christopher D. Rich EnRich Financial Partners LLC | 10,595 | $397,235.34 | $569,375.3 | $172,139.96 | 43.33% |
 Brian Matter Creative Capital Management Investments LLC | 4,300 | $138,568.65 | $231,082 | $92,513.35 | 66.76% |
