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Schwab 1-5 Year Corporate Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 15,669 | $386,390 | $384,047.19 | -$2,342.81 | -0.61% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,058 | $129,030 | $123,870.42 | -$5,159.58 | -4% |
| GVY George V. Young VILLERE ST DENIS J & Co. LLC | 33,711 | $831,313 | $826,256.61 | -$5,056.39 | -0.61% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,993 | $522,954.4 | $514,538.43 | -$8,415.97 | -1.61% |
 Robert Tutela Essex LLC | 69,134 | $1.67M | $1.7M | $21,159.8 | 1.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,574 | $39,047.37 | $38,610.22 | -$437.15 | -1.12% |
 Dominic Corabi Wedmont Private Capital | 23,674 | $573,589.65 | $580,723.22 | $7,133.57 | 1.24% |
 Jim Clark Worth Asset Management LLC | 8,395 | $206,181.2 | $205,929.35 | -$251.85 | -0.12% |
 Abraham Martinez Amara Financial LLC | 9,472 | $234,187.6 | $232,158.72 | -$2,028.88 | -0.87% |
 Rachel Faulk Cape Investment Advisory Inc. | 346,191 | $8.62M | $8.49M | -$130,816.15 | -1.52% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 13,870 | $325,182.15 | $340,231.1 | $15,048.95 | 4.63% |
 Stephen Cheifetz Kades & Cheifetz LLC | 186,286 | $4.43M | $4.57M | $138,300.67 | 3.12% |
| TT Thaddeus Toal RCS Financial Planning LLC | 20,083 | $498,846.69 | $492,635.99 | -$6,210.7 | -1.25% |
 Jesse Haller Compass Financial Group Inc./SD | 244,346 | $5.99M | $5.99M | -$5,268.65 | -0.09% |
 Jorge Paganin Abacus Wealth Partners, LLC | 8,157 | $201,143 | $200,091.21 | -$1,051.79 | -0.52% |
 Courtney Holt Compound Planning, Inc. | 28,436 | $691,941.35 | $697,535.08 | $5,593.73 | 0.81% |
| DT Derek Tinnin Altiora Financial Group, LLC | 69,420 | $1.68M | $1.7M | $22,214.4 | 1.32% |
 Christopher C. Powers Farther Finance Advisors, LLC | 31,769 | $783,224.18 | $779,293.57 | -$3,930.61 | -0.5% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,494 | $530,042 | $527,247.82 | -$2,794.18 | -0.53% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 16,097 | $401,324.46 | $394,859.41 | -$6,465.05 | -1.61% |
