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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KL Kathryn Lutz Wiser Advisor Group LLC | 49,564 | $1.22M | $1.69M | $464,096.9 | 37.93% |
 Scott K Sprinkle Sprinkle Financial Consultants LLC | 49,479 | $1.18M | $1.68M | $508,793.62 | 43.27% |
 Angela Mari Abich Financial Wealth Management LLC | 58 | $1,618 | $1,974.9 | $356.9 | 22.06% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 140,327 | $3.31M | $4.78M | $1.46M | 44.16% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 18,235 | $492,646.47 | $620,901.73 | $128,255.26 | 26.03% |
 Tammy Trenta FF Advisors,LLC | 168,148 | $4.37M | $5.73M | $1.35M | 30.88% |
 Kyle Jones Pineridge Advisors LLC | 126 | $2,979.99 | $4,290.3 | $1,310.31 | 43.97% |
 Chad Whiteley SIERRA SUMMIT ADVISORS LLC | 13,815 | $328,569.38 | $470,400.74 | $141,831.36 | 43.17% |
 Drew Garner ARK & TLK INVESTMENTS, LLC | 55,000 | $1.3M | $1.87M | $573,649.94 | 44.16% |
| CI CacheTech Inc. CacheTech Inc. | 12,705 | $305,160 | $432,605.24 | $127,445.24 | 41.76% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 253,224 | $5.98M | $8.62M | $2.64M | 44.16% |
 Jeffrey Liguori NAPATREE CAPITAL LLC | 10,470 | $247,225.4 | $356,503.49 | $109,278.09 | 44.2% |
 Lindsey Cooksen Cooksen Wealth, LLC | 19,908 | $483,119.4 | $677,867.38 | $194,747.98 | 40.31% |
 Douglas E. Morisoli Fairman Group, LLC | 2,996 | $70,846.14 | $102,013.8 | $31,167.66 | 43.99% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 24,127 | $435,725.07 | $821,524.33 | $385,799.26 | 88.54% |
| WL Wealthcollab LLC WealthCollab, LLC | 2,340 | $66,643.48 | $79,677 | $13,033.52 | 19.56% |
 David Maxey Heritage Family Offices, LLP | 16,064 | $457,504.37 | $546,979.18 | $89,474.81 | 19.56% |
 Mark Weiskind Fairway Wealth LLC | 8,035 | $212,078.12 | $273,591.74 | $61,513.62 | 29.01% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 68,573 | $1.77M | $2.33M | $564,140.54 | 31.86% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 52 | $1,269.01 | $1,770.6 | $501.59 | 39.53% |
