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Schwab U.S. REIT ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Kevin Bresler TD Waterhouse Canada Inc. | 208 | $4,489 | $4,655.04 | $166.04 | 3.7% |
 David Vollmer PFS Partners, LLC | 323 | $6,968 | $7,241.66 | $273.66 | 3.93% |
 Benj Foor Frazier Financial Advisors, LLC | 16 | $333.3 | $358.88 | $25.58 | 7.67% |
 Amir Har-El Savvy Advisors, Inc. | 17,580 | $370,357.36 | $393,528.3 | $23,170.94 | 6.26% |
 David W. Lewis Lewis Asset Management, LLC | 11,287 | $258,935.15 | $254,013.93 | -$4,921.22 | -1.9% |
 United Advisor Group LLC United Advisor Group, LLC | 15,866 | $338,826.31 | $355,636.39 | $16,810.08 | 4.96% |
 Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 90 | $1,797 | $2,024.1 | $227.1 | 12.64% |
 Jon Deven Mouton CAP Partners, LLC | 11,783 | $244,259.16 | $266,411.27 | $22,152.11 | 9.07% |
 Taylor Wagner Valued Wealth Advisors LLC | 23,584 | $490,596.62 | $530,875.84 | $40,279.22 | 8.21% |
 Mark Fonville Fonville Wealth Management LLC | 19,717 | $408,758.61 | $445,209.86 | $36,451.25 | 8.92% |
 Julie Beswick Advantage Trust Co | 15,740 | $372,723 | $356,117.5 | -$16,605.5 | -4.46% |
 Joshua Stipcich Tidemark, LLC | 623 | $13,265.24 | $13,920.93 | $655.69 | 4.94% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 582 | $12,257.9 | $12,908.76 | $650.86 | 5.31% |
 Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 20,617 | $434,737.48 | $465,944.2 | $31,206.72 | 7.18% |
 Matthew Stead Sachetta, LLC | 23 | $476.37 | $515.54 | $39.17 | 8.22% |
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 35,711 | $802,500.57 | $800,997.73 | -$1,502.84 | -0.19% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 28,993 | $679,413.18 | $651,037.81 | -$28,375.37 | -4.18% |
 Kelly Richert Clayton Financial Group LLC | 48 | $1,058 | $1,080.24 | $22.24 | 2.1% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 12,377 | $293,072 | $276,997.26 | -$16,074.74 | -5.48% |
 Angela Mari Abich Financial Wealth Management LLC | 360 | $8,341.18 | $8,080.2 | -$260.98 | -3.13% |
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