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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Daren Blonski Fermata Advisors LLC | 20,419 | $525,940.22 | $698,942.37 | $173,002.15 | 32.89% |
| AL Acas LLC Acas LLC | 20,638 | $488,229.35 | $706,025.98 | $217,796.63 | 44.61% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 28,061 | $695,856.31 | $959,966.81 | $264,110.5 | 37.95% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 15,008 | $356,139.84 | $513,723.84 | $157,584 | 44.25% |
 Kyle P. Smith NewEdge Wealth LLC | 11,633 | $294,371.6 | $398,139.42 | $103,767.82 | 35.25% |
 Jonathan Guyton Cornerstone Wealth Advisors Inc. | 19,971 | $493,943.06 | $683,607.33 | $189,664.27 | 38.4% |
| SL Shad Lamm Keystone Wealth Services LLC | 11,193 | $291,907.12 | $384,423.58 | $92,516.46 | 31.69% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 56,875 | $1.59M | $1.95M | $366,559.37 | 23.1% |
| TCL Therese C.D. Linden Bank of New Hampshire | 4,173 | $105,576.9 | $141,986.32 | $36,409.42 | 34.49% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 48,343 | $1.22M | $1.67M | $446,387.08 | 36.44% |
| TT Tina Tenret Tenret Co. LLC | 58,188 | $1.47M | $2M | $524,564.82 | 35.63% |
 Katie Smith Delos Wealth Advisors LLC | 2,204 | $64,092.32 | $75,696.38 | $11,604.06 | 18.11% |
| RH Rick Hurley Heirloom Wealth Management | 7,927 | $172,971.36 | $272,252.81 | $99,281.45 | 57.4% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 5,634 | $160,498.71 | $193,584.24 | $33,085.53 | 20.61% |
| SE Sima Elimelech Activest Wealth Management | 1,946 | $55,425.68 | $67,175.92 | $11,750.24 | 21.2% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 36,897 | $783,682.1 | $1.27M | $483,545.36 | 61.7% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 8,534 | $200,715.83 | $293,228.24 | $92,512.41 | 46.09% |
| RT Robert Tutela Essex LLC | 391,403 | $9.66M | $13.45M | $3.79M | 39.22% |
 Brian Baylis Bell Investment Advisors Inc. | 239,415 | $5.57M | $8.25M | $2.68M | 48.14% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 773 | $20,067.68 | $26,320.65 | $6,252.97 | 31.16% |
