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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TR Tracy Richards FIDELIS iM LLC | 848,134 | $23.26M | $29.14M | $5.88M | 25.29% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 2,952 | $58,068.6 | $101,799.72 | $43,731.12 | 75.31% |
| MR Michael Ryan Whelan Financial | 71,587 | $1.41M | $2.46M | $1.05M | 74.55% |
| DS David Spratt Badgley Phelps Wealth Managers LLC | 47,597 | $978,510.34 | $1.64M | $661,444.29 | 67.6% |
| NCG Nathan C. Goodman Family Investment Center Inc. | 29,057 | $588,978.37 | $1M | $412,180.56 | 69.98% |
| PJR Paige Johnson Roth Pine Haven Investment Counsel Inc. | 15,961 | $411,683.8 | $549,936.25 | $138,252.45 | 33.58% |
| NK Nancy Kay Cross Staff Investments Inc. | 9,774 | $249,039.71 | $336,469.95 | $87,430.24 | 35.11% |
 Marc Dacanay Geometric Wealth Advisors | 20,718 | $525,399.4 | $713,217.15 | $187,817.75 | 35.75% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 77,342 | $2.09M | $2.67M | $581,729.48 | 27.86% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 18,584 | $408,575.58 | $640,869.24 | $232,293.66 | 56.85% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1.66M | $42.58M | $57.26M | $14.68M | 34.48% |
 Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 24,916 | $627,940.76 | $857,733.3 | $229,792.54 | 36.59% |
| DC Dominic Corabi Wedmont Private Capital | 55,771 | $1.41M | $1.91M | $503,366.89 | 35.82% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,055 | $24,426.28 | $36,418.6 | $11,992.32 | 49.1% |
 Cliff A. Demarest Consilium Wealth Advisory LLC | 80,143 | $1.88M | $2.76M | $884,409.21 | 47.06% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 321,415 | $8.03M | $11.1M | $3.06M | 38.12% |
 Kevin Siebert Atmos Advisory LLC | 181 | $4,535.8 | $6,241.78 | $1,705.98 | 37.61% |
 Matt Shibata Morling Financial Advisors LLC | 1,201 | $28,143.9 | $41,416.48 | $13,272.58 | 47.16% |
| EM Eric Malden Shearwater Capital LLC | 39,703 | $1.15M | $1.37M | $214,594.71 | 18.59% |
 John Flavin Aspire Capital Advisors LLC | 33,529 | $744,263.32 | $1.16M | $413,157.76 | 55.51% |
