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Schwab U.S. REIT ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Donna Rittershausen Koss-Olinger Consulting LLC | 106,854 | $2.14M | $2.41M | $270,973.05 | 12.68% |
 Dipen Mehta Invst LLC | 13,938 | $310,401.41 | $312,977.79 | $2,576.38 | 0.83% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 33,287 | $757,040.18 | $745,295.93 | -$11,744.25 | -1.55% |
 Joseph Castro Nuveen LLC | 28,307 | $670,291 | $627,849.26 | -$42,441.74 | -6.33% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 21,142 | $446,517.16 | $474,849.32 | $28,332.16 | 6.35% |
 Suzanne Cross JTC Employer Solutions Trustee Ltd | 19,850 | $463,314.75 | $446,426.5 | -$16,888.25 | -3.65% |
 Richard Slavik Newbridge Financial Services Group Inc. | 81 | $1,847.56 | $1,796.58 | -$50.98 | -2.76% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 9,560 | $205,178.32 | $213,857.2 | $8,678.88 | 4.23% |
 Sima Elimelech Activest Wealth Management | 538 | $11,252.38 | $11,932.84 | $680.46 | 6.05% |
 Brian Baylis Bell Investment Advisors Inc. | 332 | $6,687.47 | $7,430.16 | $742.69 | 11.11% |
| KC Kasey Cook Maripau Wealth Management LLC | 17,814 | $388,394.22 | $401,438.49 | $13,044.27 | 3.36% |
 Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1 | $21.57 | $22.18 | $0.61 | 2.83% |
| MR Michael Ryan Whelan Financial | 18,913 | $371,140.2 | $422,610.98 | $51,470.78 | 13.87% |
 Bradley W. Clark Paladin Advisory Group LLC | 9,550 | $199,499.5 | $215,639 | $16,139.5 | 8.09% |
 Paige Johnson Roth Pine Haven Investment Counsel Inc. | 25,572 | $549,848.77 | $572,557.08 | $22,708.31 | 4.13% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 251,809 | $5.45M | $5.59M | $134,503.23 | 2.47% |
 Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 21,875 | $447,666.99 | $493,062.5 | $45,395.51 | 10.14% |
 J. Adam Causey Jackson Thornton Wealth Management LLC | 394,256 | $7.83M | $8.85M | $1.02M | 13.04% |
| HC Harry Cowley Stonegate Investment Group LLC | 45,250 | $952,965 | $1.02M | $63,802.5 | 6.7% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 151,668 | $3.62M | $3.4M | -$229,324.86 | -6.33% |
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