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Schwab U.S. Broad Market ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Caroline Jankowski Operose Advisors LLC | 91,306 | $1.69M | $2.67M | $986,192.84 | 58.48% |
 Kathryn Brown Morton Brown Family Wealth LLC | 4.26M | $78.37M | $125.1M | $46.73M | 59.63% |
 John Gorlow Cardiff Park Advisors LLC | 266,051 | $4.47M | $7.82M | $3.35M | 74.83% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 36,953 | $695,833.04 | $1.09M | $395,758.58 | 56.88% |
 Kelly Kaczmarczyk Dravo Bay LLC | 12,411 | $281,729.7 | $366,496.83 | $84,767.13 | 30.09% |
 Sean Reitenbach Prosperity Consulting Group LLC | 8,043 | $232,925.28 | $235,820.76 | $2,895.48 | 1.24% |
 James Langer Redmont Wealth Advisors LLC | 19 | $409.07 | $559.17 | $150.1 | 36.69% |
 Bill McVay Red Tortoise LLC | 98,340 | $1.69M | $2.88M | $1.19M | 70.6% |
 Brett Lee Planning Center Inc. | 10,431 | $196,408.9 | $307,975.27 | $111,566.37 | 56.8% |
 Morgan Christen Spinnaker Investment Group LLC | 504,020 | $10.67M | $14.84M | $4.17M | 39.09% |
 Brenda Bickle Adamsbrown Wealth Consultants LLC | 14,690 | $233,324.57 | $435,191.25 | $201,866.68 | 86.52% |
 W. Travis McKinney HB Wealth Management LLC | 6.57M | $110.91M | $194.7M | $83.79M | 75.55% |
| MC mike Chen Byrne Asset Management LLC | 2,026 | $58,676.86 | $59,382.06 | $705.2 | 1.2% |
 Roger Wittlin Roger Wittlin Investment Advisory LLC | 117,806 | $2.33M | $3.45M | $1.12M | 48.2% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 115,432 | $2.86M | $3.4M | $540,933.58 | 18.93% |
 Sue Cox BetterWealth LLC | 9,469 | $237,671.9 | $279,335.5 | $41,663.6 | 17.53% |
 Jeremy Baltz Raleigh Capital Management Inc. | 500 | $11,350 | $14,635 | $3,285 | 28.94% |
 Allison Tronnes Forum Financial Management LP | 29,876 | $602,767.06 | $874,769.28 | $272,002.22 | 45.13% |
 Paul Elam Oak Harbor Wealth Partners LLC | 2,000 | $50,200 | $59,000 | $8,800 | 17.53% |
| LWL Leo Wealth LLC Leo Wealth LLC | 178,226 | $4.65M | $5.22M | $571,585.57 | 12.28% |
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