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Schwab U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AL Acas LLC Acas LLC | 24,081 | $429,224.63 | $698,830.62 | $269,605.99 | 62.81% |
| JAT Jeremiah Anthony Thisse Ashford Advisors LLC | 529,754 | $8.03M | $15.37M | $7.34M | 91.42% |
 Kyle P. Smith NewEdge Wealth LLC | 84,469 | $2.02M | $2.45M | $426,171.76 | 21.05% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 164,981 | $3.55M | $4.8M | $1.25M | 35.11% |
| BWA Boulder Wealth Advisors LLC Boulder Wealth Advisors LLC | 1.62M | $28.38M | $46.98M | $18.61M | 65.57% |
| SR Spencer Rand Five Oceans Advisors | 409,952 | $7.09M | $11.92M | $4.83M | 68.19% |
 Kimberly Van Winkle Twelve Points Wealth Management LLC | 41,650 | $775,967.89 | $1.21M | $434,589.36 | 56.01% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 474,496 | $8.25M | $13.79M | $5.54M | 67.23% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 16,225 | $386,641.75 | $471,660.75 | $85,019 | 21.99% |
 Adam J. Peck Riverwater Partners LLC | 9,461 | $175,884.25 | $274,983.96 | $99,099.71 | 56.34% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 20,551 | $534,935.79 | $597,314.81 | $62,379.02 | 11.66% |
| SE Sima Elimelech Activest Wealth Management | 807 | $20,255.7 | $23,532.12 | $3,276.42 | 16.18% |
| EW Eddie Wilcox Rollins Financial Advisors LLC | 23,877 | $443,085.49 | $693,985 | $250,899.51 | 56.63% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 21,414 | $537,491.4 | $622,397.91 | $84,906.51 | 15.8% |
 Cheryl Smith DB Fitzpatrick & Co Inc. | 10,344 | $201,968.02 | $300,700.08 | $98,732.06 | 48.88% |
 Andrew J. Swenson ARS Wealth Advisors Group LLC | 9,838 | $219,783.39 | $286,876.08 | $67,092.69 | 30.53% |
| RT Robert Tutela Essex LLC | 94,306 | $1.63M | $2.74M | $1.11M | 67.74% |
 Brian Baylis Bell Investment Advisors Inc. | 1,727 | $37,812.32 | $50,264.33 | $12,452.01 | 32.93% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,130 | $21,276.77 | $32,487.5 | $11,210.73 | 52.69% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 79,529 | $2M | $2.31M | $315,730.13 | 15.82% |
