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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 John Shanley Aspect Partners, LLC | 1,600 | $41,326.21 | $55,232 | $13,905.79 | 33.65% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 2,059 | $46,231.25 | $70,531.04 | $24,299.79 | 52.56% |
| MRC Martin R. Curiel MYECFO, LLC | 34,181 | $818,138.21 | $1.17M | $352,561.04 | 43.09% |
 Nancy Smetek Arcataur Capital Management LLC | 101,111 | $2.21M | $3.46M | $1.25M | 56.35% |
 Carrie Miller Trellis Wealth Advisors LLC | 17,416 | $352,778.5 | $602,071.12 | $249,292.62 | 70.67% |
 Bradley Harsch Strategic Advocates LLC | 468 | $13,060 | $16,031.34 | $2,971.34 | 22.75% |
| TM Timothy Monaco Dechtman Wealth Management, LLC | 22,582 | $495,303.47 | $773,546.41 | $278,242.94 | 56.18% |
 Christopher C. Powers Farther Finance Advisors, LLC | 193,606 | $5.29M | $6.59M | $1.3M | 24.67% |
 ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 65,085 | $1.54M | $2.23M | $685,818.04 | 44.43% |
 Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 137 | $3,742 | $4,720.33 | $978.33 | 26.14% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 10,192 | $268,180.56 | $347,343.36 | $79,162.8 | 29.52% |
 RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 3,368 | $87,096.39 | $115,303.48 | $28,207.09 | 32.39% |
 Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 22,000 | $530,736.7 | $754,710 | $223,973.3 | 42.2% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 11,535 | $287,194.04 | $394,900.72 | $107,706.68 | 37.5% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 63,884 | $1.7M | $2.19M | $494,158.29 | 29.11% |
 James Rankin Modern Wealth Management, LLC | 562,920 | $15.71M | $19.31M | $3.6M | 22.95% |
 Joseph C. Gissy Tactive Advisors, LLC | 25,012 | $659,938.65 | $856,285.82 | $196,347.17 | 29.75% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 28,496 | $736,942.17 | $975,560.56 | $238,618.39 | 32.38% |
 David Vollmer PFS Partners, LLC | 818 | $22,823 | $28,061.49 | $5,238.49 | 22.95% |
 Benj Foor Frazier Financial Advisors, LLC | 233 | $5,584.09 | $7,993.06 | $2,408.97 | 43.14% |
