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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RDK Randy D. Kurtz Upper Left Wealth Management LLC | 161,455 | $3.6M | $5.49M | $1.89M | 52.58% |
| WTM W. Travis McKinney HB Wealth Management LLC | 293,221 | $6.26M | $10.07M | $3.82M | 61% |
| JF Joshua Frierdich Mid-American Wealth Advisory Group Inc. | 88,434 | $2.54M | $3.05M | $516,507.28 | 20.37% |
| RW Roger Wittlin Roger Wittlin Investment Advisory LLC | 10,594 | $223,100.36 | $360,725.69 | $137,625.33 | 61.69% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 59,489 | $1.39M | $2.04M | $648,114.77 | 46.57% |
| NG Nathan Geraci ETF Store Inc. | 12,499 | $323,033.4 | $428,559.46 | $105,526.06 | 32.67% |
 Allison Tronnes Forum Financial Management LP | 12,817 | $337,110.42 | $440,366.49 | $103,256.07 | 30.63% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,416 | $40,390.68 | $48,650.93 | $8,260.25 | 20.45% |
 Christopher Clancy Global Wealth Strategies & Associates | 320,503 | $9.54M | $10.99M | $1.45M | 15.18% |
| EM Erin Mccann Simplicity Wealth LLC | 16,072 | $436,502.82 | $552,201.78 | $115,698.96 | 26.51% |
 Michael Byun SageView Advisory Group LLC | 13,314 | $345,087.84 | $458,201.31 | $113,113.47 | 32.78% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 7,132 | $198,982.8 | $245,041.26 | $46,058.46 | 23.15% |
 Mark Vicencio Lowery Thomas LLC | 23,347 | $534,459.04 | $802,156.23 | $267,697.19 | 50.09% |
| RS Randy Smith Fairway Financial LLC | 17,370 | $451,948.97 | $596,798.46 | $144,849.49 | 32.05% |
 Kristen Williams Athena Investment Management | 298,444 | $6.88M | $10.25M | $3.38M | 49.08% |
| JP Jaimie Palmer Beacon Capital Management LLC | 20,002 | $555,836.5 | $688,368.83 | $132,532.33 | 23.84% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 184,998 | $4.22M | $6.36M | $2.14M | 50.69% |
 Adam Grossman Mayport LLC | 7,016 | $199,815.68 | $241,385.48 | $41,569.8 | 20.8% |
| DW Darren Woolson Asset Allocation Strategies LLC | 166,586 | $4.33M | $5.73M | $1.4M | 32.44% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 14,273 | $351,401.26 | $491,062.56 | $139,661.3 | 39.74% |
