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Schwab U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Cliff A. Demarest Consilium Wealth Advisory LLC | 32,405 | $610,153.74 | $955,947.5 | $345,793.76 | 56.67% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 55,364 | $1.26M | $1.63M | $379,048.08 | 30.2% |
 Stanley D. Royer Claris Advisors LLC / Mo / | 11,916 | $223,038.2 | $352,654.02 | $129,615.82 | 58.11% |
 Matt Shibata Morling Financial Advisors LLC | 54,435 | $1.06M | $1.61M | $549,087.07 | 51.61% |
 cullen roche Orcam Financial Group | 309,050 | $5.83M | $9.16M | $3.33M | 57.14% |
 Barry Oliver Capital Performance Advisors LLP | 64,757 | $1.24M | $1.91M | $661,781.92 | 53.2% |
 John Flavin Aspire Capital Advisors LLC | 168,788 | $3.22M | $5M | $1.78M | 55.11% |
 Andrew Miller OLIO Financial Planning | 24,779 | $428,550.35 | $732,095.55 | $303,545.2 | 70.83% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 134,610 | $2.51M | $3.97M | $1.47M | 58.44% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 657 | $14,710.53 | $19,393.65 | $4,683.12 | 31.84% |
 Katherine Andersen Western Pacific Wealth Management LP | 1,598 | $24,386.93 | $46,789.44 | $22,402.51 | 91.86% |
 Sara S. Alexander Sonora Investment Management Group LLC | 25,671 | $590,710.85 | $755,497.53 | $164,786.68 | 27.9% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 66,245 | $1.35M | $1.96M | $614,276.88 | 45.66% |
 Jason Whitby Stone Summit Wealth LLC | 21,830 | $498,762.33 | $643,985 | $145,222.67 | 29.12% |
 Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 288,578 | $5.07M | $8.53M | $3.46M | 68.32% |
| CF Cheryl Fluker Members Advisory Group LLC | 1.18M | $23.22M | $34.56M | $11.34M | 48.82% |
 Dave Reichert Echo45 Advisors LLC | 11,942 | $313,238.66 | $353,725.62 | $40,486.96 | 12.93% |
 Clint Dunn Beaird Harris Wealth Management LLC | 750 | $12,464.25 | $21,945 | $9,480.75 | 76.06% |
 Lindsey Seagraves Carson Advisory Inc. | 7,000 | $202,720 | $206,629.5 | $3,909.5 | 1.93% |
 Joshua Ryder Taff New Perspectives Inc. | 12,689 | $258,208.46 | $374,325.5 | $116,117.04 | 44.97% |
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