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Schwab U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 55,366 | $1.19M | $1.59M | $399,745.74 | 33.53% |
 Tyler Rudek Heritage Wealth Architects Inc. | 1.52M | $34.69M | $43.76M | $9.08M | 26.17% |
| STF Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 9,334 | $234,292 | $268,352.5 | $34,060.5 | 14.54% |
 Justin Boggs Optima Capital LLC | 103,050 | $2.37M | $2.96M | $591,695.31 | 24.96% |
 Crystal Prachyl Legacy Capital Wealth Management LLC | 14,718 | $345,074.81 | $423,142.5 | $78,067.69 | 22.62% |
 Birchbrook Inc. Birchbrook Inc. | 809 | $15,012.61 | $23,258.75 | $8,246.14 | 54.93% |
 Horan Wealth LLC Horan Wealth LLC | 1.05M | $25.84M | $30.23M | $4.39M | 17.01% |
 Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 19,767 | $471,275.27 | $568,301.25 | $97,025.98 | 20.59% |
 Jon Lewis Midwest Trust Co | 11,888 | $305,640.45 | $341,780 | $36,139.55 | 11.82% |
 Lauren Sterling NerdWallet Wealth Partners LLC | 10,346 | $270,136.01 | $297,447.5 | $27,311.49 | 10.11% |
 Molly Wheeler Burk Holdings LLC | 2 | $50.2 | $57.5 | $7.3 | 14.54% |
| FFL Farnam Financial LLC Farnam Financial LLC | 187,528 | $4.16M | $5.39M | $1.23M | 29.69% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 19,999 | $501,974 | $574,971.25 | $72,997.25 | 14.54% |
 Allison Brecher Vestwell Advisors LLC | 424,244 | $10.12M | $12.2M | $2.08M | 20.54% |
 Jim Cullen Midwestern Financial LLC /IA | 180,295 | $4.3M | $5.18M | $887,044.24 | 20.65% |
 Bonnie Courtney Cambridge Financial Group LLC | 166,962 | $3.42M | $4.8M | $1.38M | 40.37% |
 Matthew Jenkins GatePass Capital LLC | 29,090 | $763,036.76 | $836,337.5 | $73,300.74 | 9.61% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 1,449 | $38,007 | $41,658.75 | $3,651.75 | 9.61% |
 United Financial Planning Group LLC United Financial Planning Group LLC | 931 | $23,611.92 | $26,766.25 | $3,154.33 | 13.36% |
 Adam Weisner Sherman Porfolios LLC | 242,200 | $6.35M | $6.96M | $610,343.73 | 9.61% |
