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Schwab U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Christopher Barr Red Mountain Financial, LLC | 12,618 | $324,886.03 | $362,767.5 | $37,881.47 | 11.66% |
 NICOLE MARTIN Arlington Trust Co LLC | 16,907 | $380,952.85 | $486,076.25 | $105,123.4 | 27.59% |
 RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 305,630 | $6.94M | $8.79M | $1.85M | 26.65% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 286,681 | $4.76M | $8.24M | $3.48M | 73.02% |
 Kevin Bresler TD Waterhouse Canada Inc. | 900 | $22,761 | $25,875 | $3,114 | 13.68% |
| AK Alisha Kamadia United Community Bank | 12,175 | $298,460.99 | $350,031.25 | $51,570.26 | 17.28% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 74,568 | $1.75M | $2.14M | $398,226.46 | 22.81% |
 Mark Petersen Prosperitas Financial LLC | 418,685 | $9.58M | $12.04M | $2.46M | 25.62% |
 RENEE PILKENTON Exchange Bank | 75,676 | $1.3M | $2.18M | $871,560.49 | 66.83% |
 Charles Corkery PUREfi Wealth, LLC | 11,757 | $280,169.01 | $338,013.75 | $57,844.74 | 20.65% |
 Mark Weber DecisionMap Wealth Management, LLC | 34,414 | $783,996.71 | $989,402.5 | $205,405.79 | 26.2% |
 James Rankin Modern Wealth Management, LLC | 1.53M | $38.34M | $43.98M | $5.64M | 14.7% |
 Benj Foor Frazier Financial Advisors, LLC | 2,863 | $56,117.64 | $82,311.25 | $26,193.61 | 46.68% |
 Amir Har-El Savvy Advisors, Inc. | 222,657 | $5.27M | $6.4M | $1.13M | 21.51% |
 Cindi Hill Keener Financial Planning LLC | 21,006 | $390,922.41 | $603,922.5 | $213,000.09 | 54.49% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 98,628 | $1.64M | $2.84M | $1.19M | 72.76% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,310 | $57,981 | $66,412.5 | $8,431.5 | 14.54% |
 Donald Hatcher Solutions 4 Wealth, Ltd | 18,775 | $351,719.68 | $539,781.25 | $188,061.57 | 53.47% |
 Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 17,298 | $311,745.69 | $497,317.5 | $185,571.81 | 59.53% |
 Jon Deven Mouton CAP Partners, LLC | 37,257 | $708,311.74 | $1.07M | $362,827.01 | 51.22% |
