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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Amir Har-El Savvy Advisors, Inc. | 84,498 | $2.09M | $2.9M | $801,698.89 | 38.28% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 46,649 | $954,918.32 | $1.6M | $645,375.62 | 67.58% |
 United Advisor Group LLC United Advisor Group, LLC | 134,819 | $3.48M | $4.62M | $1.15M | 32.98% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 10,844 | $276,064.23 | $372,003.42 | $95,939.19 | 34.75% |
 Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 524 | $13,493 | $17,975.82 | $4,482.82 | 33.22% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 58 | $1,687 | $1,987.66 | $300.66 | 17.82% |
 Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 8,557 | $203,623.91 | $295,387.64 | $91,763.73 | 45.07% |
 Jon Deven Mouton CAP Partners, LLC | 19,645 | $464,425.31 | $673,921.72 | $209,496.41 | 45.11% |
 Taylor Wagner Valued Wealth Advisors LLC | 761 | $20,278.4 | $26,079.47 | $5,801.07 | 28.61% |
 Cody Branson FLOYD FINANCIAL GROUP LLC | 188,605 | $5.24M | $6.47M | $1.23M | 23.39% |
 Andrew Schiff TRITONPOINT WEALTH, LLC | 17,403 | $417,220.26 | $596,400.81 | $179,180.55 | 42.95% |
 Mark Fonville Fonville Wealth Management LLC | 39,911 | $942,719.82 | $1.37M | $425,030.15 | 45.09% |
| MG Melissa Glennie Capital Management Associates, Inc | 18,893 | $442,921.57 | $647,463.11 | $204,541.54 | 46.18% |
 Kevin Stillman Evernest Financial Advisors, LLC | 21,638 | $567,411.35 | $741,534.26 | $174,122.91 | 30.69% |
 Rob C. Alston Jr Quadcap Wealth Management, LLC | 16,356 | $420,154.8 | $560,274.78 | $140,119.98 | 33.35% |
 Andrea Butler Sequent Planning LLC | 77,893 | $2.2M | $2.67M | $467,024.55 | 21.22% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 642 | $18,669 | $21,991.71 | $3,322.71 | 17.8% |
 Christopher Bradford PFC CAPITAL GROUP, INC. | 354 | $10,082.52 | $12,126.27 | $2,043.75 | 20.27% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,037 | $196,853.97 | $240,383.92 | $43,529.95 | 22.11% |
 PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 15,591 | $388,926.47 | $534,069.7 | $145,143.23 | 37.32% |
