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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 | $377,936.28 | -$8,453.72 | -2.19% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,058 | $129,030 | $121,998.96 | -$7,031.04 | -5.45% |
| GVY George V. Young VILLERE ST DENIS J & Co. LLC | 33,711 | $831,313 | $815,300.53 | -$16,012.47 | -1.93% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 23,658 | $574,513.14 | $572,287.02 | -$2,226.12 | -0.39% |
| YA Yinka Akinsola Blue Trust Inc. | 1,005 | $24,682.8 | $24,240.6 | -$442.2 | -1.79% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,993 | $522,954.4 | $507,715.7 | -$15,238.7 | -2.91% |
 Robert Tutela Essex LLC | 86,099 | $2.08M | $2.08M | $42.08 | - |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,574 | $39,047.37 | $37,964.88 | -$1,082.49 | -2.77% |
 Jim Clark Worth Asset Management LLC | 8,395 | $206,181.2 | $202,571.35 | -$3,609.85 | -1.75% |
 Abraham Martinez Amara Financial LLC | 9,472 | $234,187.6 | $228,890.88 | -$5,296.72 | -2.26% |
 Rachel Faulk Cape Investment Advisory Inc. | 353,343 | $8.79M | $8.55M | -$240,953.8 | -2.74% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 13,870 | $325,182.15 | $335,376.6 | $10,194.45 | 3.13% |
 Stephen Cheifetz Kades & Cheifetz LLC | 186,286 | $4.43M | $4.51M | $74,032 | 1.67% |
| TT Thaddeus Toal RCS Financial Planning LLC | 9,120 | $225,437.4 | $220,658.4 | -$4,779 | -2.12% |
 Jesse Haller Compass Financial Group Inc./SD | 276,121 | $6.76M | $6.68M | -$83,360.24 | -1.23% |
 Jorge Paganin Abacus Wealth Partners, LLC | 8,157 | $201,143 | $197,195.47 | -$3,947.53 | -1.96% |
 Courtney Holt Compound Planning, Inc. | 36,619 | $893,773.51 | $885,630.51 | -$8,143 | -0.91% |
| DT Derek Tinnin Altiora Financial Group, LLC | 69,420 | $1.68M | $1.68M | -$694.2 | -0.04% |
 Christopher C. Powers Farther Finance Advisors, LLC | 31,386 | $773,959.41 | $757,030.32 | -$16,929.09 | -2.19% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,494 | $530,042 | $519,832.39 | -$10,209.61 | -1.93% |
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