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Invesco FTSE RAFI US 1500 Small-Mid ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Holly Skipper Verum Partners LLC | 137,069 | $5.3M | $7.37M | $2.06M | 38.89% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 21,920 | $916,428.39 | $1.23M | $318,380.01 | 34.74% |
 Jeffrey Hanson Breakwater Capital Group | 58,931 | $2.44M | $3.17M | $726,689.49 | 29.78% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 1,313 | $41,540.69 | $74,630.92 | $33,090.23 | 79.66% |
 Christopher E. Jaccard Financial Alternatives Inc. | 6,463 | $204,760.77 | $360,764.66 | $156,003.89 | 76.19% |
 Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 43 | $1,477.74 | $2,310.82 | $833.08 | 56.38% |
 Alexandra Stickelman Root Financial Partners, LLC | 4,677 | $219,689.76 | $251,341.98 | $31,652.22 | 14.41% |
 Bradley H. Owens LJI Wealth Management, LLC | 3,625 | $202,166 | $194,807.5 | -$7,358.5 | -3.64% |
 Thomas Dobbins New Republic Capital, LLC | 470 | $15,464.88 | $25,944.61 | $10,479.73 | 67.76% |
 Denise Reinert CGC Financial Services, LLC | 75 | $3,440 | $4,030.5 | $590.5 | 17.17% |
 Christopher C. Powers Farther Finance Advisors, LLC | 8,834 | $401,738.23 | $474,739.16 | $73,000.93 | 18.17% |
 Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 87 | $3,884 | $4,675.38 | $791.38 | 20.38% |
 Jon Greer GSG Advisors LLC | 39,906 | $1.32M | $2.25M | $928,735.95 | 70.4% |
 Matthew J. Syverson Sound Stewardship, LLC | 75,200 | $2.4M | $4.04M | $1.64M | 68.25% |
 Kevin Bresler TD Waterhouse Canada Inc. | 44,019 | $1.66M | $2.37M | $710,479.12 | 42.93% |
 James Rankin Modern Wealth Management, LLC | 53,047 | $2.16M | $3.02M | $857,561.15 | 39.75% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 285,584 | $12.73M | $16.09M | $3.36M | 26.37% |
 Cody Gehman Stonebridge Financial Group, LLC | 762,863 | $31.91M | $41M | $9.09M | 28.47% |
 Joshua Stipcich Tidemark, LLC | 2,064 | $82,286.19 | $115,743.55 | $33,457.36 | 40.66% |
 Rob C. Alston Jr Quadcap Wealth Management, LLC | 8,880 | $338,683 | $477,211.2 | $138,528.2 | 40.9% |
