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Schwab U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JK Jonathan Kolle SMITHBRIDGE ASSET MANAGEMENT Inc./DE | 19,237 | $504,590.7 | $567,491.5 | $62,900.8 | 12.47% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 11,597 | $252,081.22 | $339,560.16 | $87,478.94 | 34.7% |
| AN Allan Neskie FLPUTNAM INVESTMENT MANAGEMENT Co. | 9,422 | $204,033.06 | $275,876.16 | $71,843.1 | 35.21% |
| NL Nico Letschert NOESIS CAPITAL MANGEMENT Corp. | 10,424 | $221,785.46 | $307,508 | $85,722.54 | 38.65% |
| MS Marc Seidenberg Basso Capital Management LP | 121,340 | $3.51M | $3.58M | $71,802.97 | 2.05% |
| TW Todd Wulfson Rock Point Advisors LLC | 12,243 | $176,319.54 | $361,168.5 | $184,848.96 | 104.84% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 81,215 | $1.64M | $2.41M | $767,074.83 | 46.79% |
| JPC Joseph P. Condren Opus Capital Group LLC | 149,617 | $2.65M | $4.43M | $1.78M | 67% |
| CP C Pace Texas Yale Capital Corp. | 88,351 | $1.05M | $2.59M | $1.54M | 146.53% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 277,161 | $5.68M | $8.21M | $2.54M | 44.7% |
 Winthrop Advisory Group Winthrop Advisory Group LLC | 2.49M | $49.73M | $73.36M | $23.63M | 47.52% |
 Washburn Capital Management Washburn Capital Management Inc. | 13,396 | $219,194.31 | $395,180.66 | $175,986.35 | 80.29% |
 Red Spruce Capital Red Spruce Capital LLC | 9,507 | $215,808.9 | $281,169.52 | $65,360.62 | 30.29% |
 Adams Wealth Management Adams Wealth Management | 74,350 | $1.58M | $2.2M | $621,619.05 | 39.4% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 26,829 | $408,585.38 | $793,269.14 | $384,683.76 | 94.15% |
 Keebeck Wealth Management Keebeck Wealth Management LLC | 46,983 | $636,004.77 | $1.38M | $739,182.94 | 116.22% |
 Daniel Russell Naviter Wealth LLC | 18,024 | $377,783.04 | $530,446.32 | $152,663.28 | 40.41% |
| YA Yinka Akinsola Blue Trust Inc. | 22,521 | $487,388.4 | $664,369.5 | $176,981.1 | 36.31% |
 Jeff Ameen Spire Wealth Management | 10,178 | $183,128.47 | $301,574.14 | $118,445.67 | 64.68% |
 Drew Waldron Canvas Wealth Advisors LLC | 18,244 | $458,387.6 | $536,738.48 | $78,350.88 | 17.09% |
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