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Schwab 5-10 Year Corporate Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 22,143 | $505,113.79 | $496,556.77 | -$8,557.02 | -1.69% |
| CE Curtis Ellergodt Rothschild Investment LLC | 595 | $13,557.28 | $13,342.87 | -$214.41 | -1.58% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,383 | $415,268.6 | $412,238.77 | -$3,029.83 | -0.73% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 28,569 | $651,669.04 | $641,374.05 | -$10,294.99 | -1.58% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 24,119 | $553,135.3 | $540,991.58 | -$12,143.72 | -2.2% |
 Jeff Ameen Spire Wealth Management | 691 | $15,293.14 | $15,512.95 | $219.81 | 1.44% |
| TCL Therese C.D. Linden Bank of New Hampshire | 235,110 | $5.31M | $5.28M | -$29,380.15 | -0.55% |
| KRB Kyle R. Bubeck Systelligence LLC | 306,397 | $6.95M | $6.88M | -$65,770.74 | -0.95% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 10,583 | $243,086.24 | $237,429.6 | -$5,656.64 | -2.33% |
| SE Sima Elimelech Activest Wealth Management | 3 | $68.04 | $67.35 | -$0.69 | -1.01% |
| RT Robert Tutela Essex LLC | 87,138 | $1.98M | $1.95M | -$20,889.35 | -1.06% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 39,305 | $889,018.93 | $882,082.81 | -$6,936.12 | -0.78% |
 Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 78,315 | $1.77M | $1.76M | -$11,301.53 | -0.64% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 20,859 | $468,506.94 | $468,455.59 | -$51.35 | -0.01% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 4,772 | $105,505.85 | $107,178.64 | $1,672.79 | 1.59% |
 Kathryn Brown Morton Brown Family Wealth LLC | 12,035 | $267,548.33 | $270,185.75 | $2,637.42 | 0.99% |
 Allison Tronnes Forum Financial Management LP | 19,821 | $450,517.86 | $444,089.5 | -$6,428.36 | -1.43% |
| PP Penny Paul Andina Capital Management LLC | 107,602 | $2.4M | $2.41M | $12,447.64 | 0.52% |
| DW Darren Woolson Asset Allocation Strategies LLC | 19,862 | $449,495.99 | $445,206.73 | -$4,289.26 | -0.95% |
 Jim Clark Worth Asset Management LLC | 54,856 | $1.24M | $1.23M | -$14,299.24 | -1.15% |
