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Schwab U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 45,170 | $1.13M | $1.32M | $180,349.78 | 15.89% |
| NA Nelson Arrington V. M. MANNING & CO. Inc. | 14,361 | $357,882.61 | $416,684.41 | $58,801.8 | 16.43% |
| CE Curtis Ellergodt Rothschild Investment LLC | 1,046 | $21,686.68 | $30,454.29 | $8,767.61 | 40.43% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 10,199 | $262,216.27 | $296,943.88 | $34,727.61 | 13.24% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1.12M | $20.91M | $32.46M | $11.55M | 55.26% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 980,783 | $15.52M | $28.56M | $13.03M | 83.97% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 82,473 | $1.29M | $2.4M | $1.11M | 85.45% |
 Landaas & Company Landaas & Co | 22,280 | $559,228 | $648,236.6 | $89,008.6 | 15.92% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 2.57M | $41.04M | $74.89M | $33.84M | 82.45% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 14,391 | $330,410.54 | $417,842.68 | $87,432.14 | 26.46% |
 Winthrop Advisory Group Winthrop Advisory Group LLC | 2.4M | $47.05M | $68.86M | $21.81M | 46.36% |
 Washburn Capital Management Washburn Capital Management Inc. | 13,396 | $219,194.31 | $388,952.86 | $169,758.55 | 77.45% |
 Red Spruce Capital Red Spruce Capital LLC | 9,507 | $215,808.9 | $275,893.14 | $60,084.24 | 27.84% |
 Adams Wealth Management Adams Wealth Management | 82,652 | $1.71M | $2.4M | $692,063.06 | 40.55% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 26,829 | $408,585.38 | $778,577.58 | $369,992.2 | 90.55% |
 Keebeck Wealth Management Keebeck Wealth Management LLC | 46,980 | $635,917.89 | $1.36M | $727,441.71 | 114.39% |
 Daniel Russell Naviter Wealth LLC | 18,090 | $379,166.4 | $524,971.8 | $145,805.4 | 38.45% |
| YA Yinka Akinsola Blue Trust Inc. | 22,489 | $486,461.68 | $652,518.33 | $166,056.65 | 34.14% |
 Jeff Ameen Spire Wealth Management | 9,975 | $177,249.59 | $289,973.25 | $112,723.66 | 63.6% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 18,124 | $454,912.4 | $527,499.02 | $72,586.62 | 15.96% |
