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Schwab U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJ Rebecca Judd Pathstone Holdings, LLC | 319,705 | $8.13M | $9.47M | $1.34M | 16.49% |
 Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 2,703 | $50,159.57 | $80,170.98 | $30,011.41 | 59.83% |
| TJP Tyler James Pullen Pullen Investment Management, LLC | 174,828 | $3.56M | $5.17M | $1.61M | 45.28% |
 Tammy Trenta FF Advisors,LLC | 37,005 | $818,722.56 | $1.1M | $277,735.59 | 33.92% |
 Seth Hodes Able Wealth Management LLC | 15,052 | $282,075.11 | $449,302.2 | $167,227.09 | 59.28% |
 Brian Distler Lakeridge Wealth Management LLC | 17,680 | $328,202.85 | $523,151.2 | $194,948.35 | 59.4% |
 Ruth Thortvedt Financial Network Wealth Advisors LLC | 2,461 | $53,150.57 | $71,959.64 | $18,809.07 | 35.39% |
 Angela Pompian Sunpointe, LLC | 67,680 | $1.59M | $1.99M | $400,045.94 | 25.12% |
 Kyle Jones Pineridge Advisors LLC | 137,768 | $2.6M | $4.04M | $1.44M | 55.4% |
 Drew Garner ARK & TLK INVESTMENTS, LLC | 115,756 | $2.35M | $3.43M | $1.08M | 45.85% |
| CI CacheTech Inc. CacheTech Inc. | 74,350 | $1.65M | $2.2M | $550,098.86 | 33.3% |
 Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 26,585 | $495,792.45 | $784,789.2 | $288,996.75 | 58.29% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 15,355 | $229,947.15 | $449,594.4 | $219,647.25 | 95.52% |
| WL Wealthcollab LLC WealthCollab, LLC | 151,220 | $2.81M | $4.47M | $1.66M | 59.13% |
 Ian Jameson American Capital Advisory, LLC | 1,428 | $28,224.88 | $42,168.84 | $13,943.96 | 49.4% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 3,553 | $89,188.48 | $105,239.86 | $16,051.38 | 18% |
 Keith Schoenfeld Mowery & Schoenfeld Wealth Management, LLC | 25 | $724 | $734.62 | $10.62 | 1.47% |
| ACL Attessa Capital LLC Attessa Capital LLC | 48,135 | $1.09M | $1.42M | $328,768 | 30.09% |
 James J. Karabas Embree Financial Group | 231,052 | $4.31M | $6.8M | $2.49M | 57.72% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 81,072 | $2.03M | $2.38M | $346,915.2 | 17.05% |
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