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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 2,096 | $48,417.56 | $72,353.92 | $23,936.36 | 49.44% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 14,832 | $365,944.88 | $512,000.64 | $146,055.76 | 39.91% |
 Amir Ali Monsefi Aire Advisors LLC | 20,000 | $494,912 | $691,300 | $196,388 | 39.68% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 449,823 | $11.23M | $15.55M | $4.32M | 38.49% |
 Jason Whitby Stone Summit Wealth LLC | 17,247 | $418,435.29 | $596,142.55 | $177,707.26 | 42.47% |
 Kimberly Foster Laraway Financial Advisors Inc. | 47,672 | $1.2M | $1.65M | $443,734.48 | 36.85% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 17,098 | $432,880.76 | $589,111.59 | $156,230.83 | 36.09% |
| RAJ Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 18,164 | $425,582.52 | $627,838.66 | $202,256.14 | 47.52% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 7,996 | $172,535.74 | $276,341.76 | $103,806.02 | 60.16% |
 Clint Dunn Beaird Harris Wealth Management LLC | 7,641 | $160,464.58 | $263,690.91 | $103,226.33 | 64.33% |
| RK Russell Kartub Insight Inv LLC | 36 | $1,025.28 | $1,244.16 | $218.88 | 21.35% |
 Caroline Jankowski Operose Advisors LLC | 2,853 | $74,660.24 | $98,457.03 | $23,796.79 | 31.87% |
 John Gorlow Cardiff Park Advisors LLC | 800 | $17,532.81 | $27,608 | $10,075.19 | 57.46% |
 D. Patrick Franklin First International Bank & Trust | 107,780 | $2.68M | $3.72M | $1.03M | 38.54% |
 Andrew Burkey Joseph Group Capital Management | 40,534 | $951,853.94 | $1.4M | $446,974.4 | 46.96% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 36,212 | $749,950.52 | $1.25M | $499,725.6 | 66.63% |
 Bill McVay Red Tortoise LLC | 37,714 | $942,673 | $1.29M | $350,445.77 | 37.18% |
 Cole Bruner Buska Wealth Management LLC | 24,668 | $717,334 | $849,935.94 | $132,601.94 | 18.49% |
| SP Samantha Pierangeli City State Bank | 150 | $3,456.24 | $5,103.75 | $1,647.51 | 47.67% |
| MC Morgan Christen Spinnaker Investment Group LLC | 48,707 | $1.28M | $1.68M | $399,293.26 | 31.22% |
