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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Christopher Warner WARNER FINANCIAL Inc. | 29,866 | $673,881.94 | $1.03M | $353,956.45 | 52.52% |
 Jim Clark Worth Asset Management LLC | 16,669 | $546,949.12 | $573,663.63 | $26,714.51 | 4.88% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 191,821 | $4.72M | $6.6M | $1.88M | 39.75% |
 Amanda Hawley Atria Wealth Solutions Inc. | 30,017 | $776,239.62 | $1.04M | $259,950.22 | 33.49% |
 Craig Johnsen Fortitude Advisory Group LLC | 16,919 | $421,620.44 | $585,228.21 | $163,607.77 | 38.8% |
 Jeffrey Gilbert Balboa Wealth Partners | 15,097 | $432,079.96 | $522,205.23 | $90,125.27 | 20.86% |
| GMC Gary M. Coon Finer Wealth Management Inc. | 15,474 | $399,253.55 | $532,537.71 | $133,284.16 | 33.38% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,109 | $29,943.92 | $38,360.31 | $8,416.39 | 28.11% |
 Kevin Zemann WealthPlan Investment Management LLC | 25,898 | $669,824.46 | $895,811.82 | $225,987.36 | 33.74% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 64,532 | $1.41M | $2.23M | $825,213.47 | 58.65% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 9,070 | $212,688.54 | $313,731.3 | $101,042.76 | 47.51% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 410 | $10,903.17 | $14,030.2 | $3,127.03 | 28.68% |
 Brad Saenz Coastwise Capital Group LLC | 41,109 | $963,695.6 | $1.42M | $455,387.08 | 47.25% |
| DAL Drake & Associates LLC Drake & Associates LLC | 12,313 | $344,119.16 | $425,906.67 | $81,787.51 | 23.77% |
 Lori Fernicola Castle Wealth Management LLC | 9,542 | $186,069 | $330,057.78 | $143,988.78 | 77.38% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 4,155 | $95,128.56 | $141,602.4 | $46,473.84 | 48.85% |
| WC William Cantus Pacific Sage Partners LLC | 20,125 | $466,313.09 | $696,123.75 | $229,810.66 | 49.28% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 293,619 | $6.49M | $10.14M | $3.65M | 56.18% |
 CJ Harrison DecisionPoint Financial LLC | 5,037 | $116,710.49 | $174,028.35 | $57,317.86 | 49.11% |
| JG John Ginter Callan Family Office LLC | 14,548 | $376,224 | $502,342.44 | $126,118.44 | 33.52% |
