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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Molly Wheeler Burk Holdings LLC | 6,151 | $178,871 | $209,441.54 | $30,570.54 | 17.09% |
| CTC Caldwell Trust Co Caldwell Trust Co | 3,677 | $73,464.72 | $125,201.85 | $51,737.13 | 70.42% |
| FFL Farnam Financial LLC Farnam Financial LLC | 28,127 | $755,643.1 | $957,724.32 | $202,081.22 | 26.74% |
 Landon Marsh Scott Marsh Financial LLC | 9,852 | $249,255 | $335,460.59 | $86,205.59 | 34.59% |
 Matthew J. Darcy Seneca Financial Advisors LLC | 632,949 | $15.97M | $21.55M | $5.58M | 34.97% |
 Michael Behner Nautilus Advisors LLC | 24,518 | $633,540.7 | $834,837.88 | $201,297.18 | 31.77% |
 Jim Cullen Midwestern Financial LLC /IA | 104,298 | $2.82M | $3.55M | $726,427.04 | 25.71% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 60 | $1,709 | $2,043 | $334 | 19.54% |
 Bonnie Courtney Cambridge Financial Group LLC | 128,796 | $3.1M | $4.39M | $1.28M | 41.28% |
 Matthew Jenkins GatePass Capital LLC | 17,235 | $501,194 | $586,851.73 | $85,657.73 | 17.09% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,592 | $45,349.61 | $54,207.6 | $8,857.99 | 19.53% |
 Wallace Jones WJ Financial Advisors LLC | 64,221 | $1.8M | $2.19M | $389,565.29 | 21.68% |
 Kerr Financial Planning Corp Kerr Financial Planning Corp | 702 | $19,221.73 | $23,903.1 | $4,681.37 | 24.35% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 28,128 | $807,121.83 | $957,758.37 | $150,636.54 | 18.66% |
 Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 5,334 | $148,818.6 | $181,622.69 | $32,804.09 | 22.04% |
