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Schwab U.S. Small-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Mark Mowrey Signature Resources Capital Management LLC | 13,048 | $309,263.85 | $444,675.84 | $135,411.99 | 43.79% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 74,214 | $1.83M | $2.57M | $733,653.84 | 40.05% |
 David Hunter Horizons Wealth Management | 8,410 | $164,246.52 | $290,565.5 | $126,318.98 | 76.91% |
 Mariana Coli Dunhill Financial LLC | 6,966 | $198,781.64 | $240,467.02 | $41,685.38 | 20.97% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 185,173 | $4.04M | $6.39M | $2.36M | 58.33% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,283 | $65,020 | $78,831.99 | $13,811.99 | 21.24% |
 Lukas Lindgren Abound Wealth Management | 137,283 | $3.44M | $4.73M | $1.29M | 37.68% |
 Bert D. Barre Colonial Trust Co. / SC | 212 | $5,464.4 | $7,314 | $1,849.6 | 33.85% |
| VL Victoria Latham Fiduciary Alliance LLC | 25,630 | $644,035.39 | $884,750.16 | $240,714.77 | 37.38% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 37,282 | $789,032.32 | $1.29M | $497,946.05 | 63.11% |
 Brian Matter Creative Capital Management Investments LLC | 259 | $7,403.32 | $8,940.71 | $1,537.39 | 20.77% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 19,245 | $406,993.64 | $663,952.5 | $256,958.86 | 63.14% |
| EB Erik Brenner Hilltop Partners LLC | 27,849 | $583,854.28 | $961,350.26 | $377,495.98 | 64.66% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 49,554 | $1.25M | $1.71M | $457,995.68 | 36.56% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 17,300 | $250,258.68 | $596,850 | $346,591.32 | 138.49% |
 Belena Vincetti Fortis Capital Advisors LLC | 15,949 | $376,553.06 | $550,240.5 | $173,687.44 | 46.13% |
 Jeffrey D. Munjack JDM Financial Group LLC | 1,069 | $25,777.58 | $36,880.5 | $11,102.92 | 43.07% |
| SS Sheryl Stephens Stephens Consulting LLC | 1,155 | $32,720.71 | $39,847.5 | $7,126.79 | 21.78% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 27,893 | $584,925.51 | $962,308.5 | $377,382.99 | 64.52% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 326 | $7,498.48 | $11,247 | $3,748.52 | 49.99% |
