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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 20,587 | $499,213.37 | $708,913.34 | $209,699.97 | 42.01% |
| DI David Izzi Brown, LISLE/CUMMINGS Inc. | 280 | $5,292 | $9,641.8 | $4,349.8 | 82.2% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 59 | $1,213.34 | $2,031.66 | $818.32 | 67.44% |
| CE Curtis Ellergodt Rothschild Investment LLC | 1,896 | $48,971.96 | $65,288.76 | $16,316.8 | 33.32% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 4,530 | $117,024.5 | $156,375.6 | $39,351.1 | 33.63% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 16,798 | $380,148.68 | $578,439.13 | $198,290.45 | 52.16% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 13,845 | $358,015.58 | $476,799.65 | $118,784.07 | 33.18% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 50,919 | $1.37M | $1.74M | $374,201.03 | 27.34% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 591,472 | $13.67M | $20.37M | $6.7M | 49% |
| ME Matthew Ellis Planning Directions Inc | 13,305 | $251,156.64 | $458,157.67 | $207,001.03 | 82.42% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 10,800 | $282,043.2 | $371,574 | $89,530.8 | 31.74% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 966,196 | $24.98M | $33.35M | $8.38M | 33.53% |
| GP Gustave Pollak Vantagepoint Investment Advisers LLC | 2.03M | $56.6M | $69.75M | $13.15M | 23.23% |
| AC Adam Claypool First Community Trust Na | 3,500 | $89,600 | $120,592.5 | $30,992.5 | 34.59% |
 Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 8,311 | $210,268.3 | $284,443.97 | $74,175.67 | 35.28% |
 Adams Wealth Management Adams Wealth Management | 12,705 | $305,160.02 | $434,638.05 | $129,478.03 | 42.43% |
 Christian McGill CFC Planning Co. LLC | 37,980 | $1.05M | $1.3M | $244,448.99 | 23.17% |
| YA Yinka Akinsola Blue Trust Inc. | 6,381 | $164,267.78 | $218,389.72 | $54,121.94 | 32.95% |
 Jeff Ameen Spire Wealth Management | 10,078 | $258,958.76 | $348,396.46 | $89,437.7 | 34.54% |
| EB Eric Becker Guardian Wealth Advisors LLC | 7,157 | $199,792.4 | $244,840.97 | $45,048.57 | 22.55% |
