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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Rob C. Alston Jr Quadcap Wealth Management, LLC | 16,356 | $420,154.8 | $556,921.78 | $136,766.98 | 32.55% |
 Andrea Butler Sequent Planning LLC | 77,893 | $2.2M | $2.65M | $451,056.41 | 20.49% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 642 | $18,669 | $21,860.1 | $3,191.1 | 17.09% |
 Christopher Bradford PFC CAPITAL GROUP, INC. | 354 | $10,082.52 | $12,053.7 | $1,971.18 | 19.55% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 7,037 | $196,853.97 | $239,609.84 | $42,755.87 | 21.72% |
 PATRICK M SWEENEY PATRICK M SWEENEY & ASSOCIATES, INC | 15,591 | $388,926.47 | $530,873.53 | $141,947.06 | 36.5% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 32,287 | $761,750.83 | $1.1M | $337,621.49 | 44.32% |
 Matthew Stead Sachetta, LLC | 8,997 | $215,393.96 | $306,347.84 | $90,953.88 | 42.23% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 12,808 | $300,091.44 | $436,112.39 | $136,020.95 | 45.33% |
 Adam Colby Wealth Group Ltd | 74,640 | $1.7M | $2.54M | $839,420 | 49.32% |
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 17,307 | $453,382.1 | $589,303.33 | $135,921.23 | 29.98% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 387,046 | $8.22M | $13.18M | $4.96M | 60.29% |
 Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 1,000 | $23,621.21 | $34,050 | $10,428.79 | 44.15% |
 Michael Herman Apollon Financial, LLC | 7,584 | $215,992 | $258,235.19 | $42,243.19 | 19.56% |
 Kelly Richert Clayton Financial Group LLC | 37 | $1,063.22 | $1,259.85 | $196.63 | 18.49% |
 Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 24,629 | $581,736.98 | $838,617.43 | $256,880.45 | 44.16% |
 Jay David Franklin Clarity Capital Advisors, LLC | 14,245 | $338,176.88 | $485,042.24 | $146,865.36 | 43.43% |
| MB Matthieu Balmer Climber Capital SA | 35,546 | $908,503.26 | $1.21M | $301,838 | 33.22% |
 Leslie D. Thompson Spectrum Wealth Counsel, LLC | 140 | $3,306.8 | $4,767 | $1,460.2 | 44.16% |
 Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 12,596 | $358,734.08 | $428,893.79 | $70,159.71 | 19.56% |
