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Schwab U.S. Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 18,533 | $476,918.81 | $653,936.9 | $177,018.09 | 37.12% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 262 | $5,740.2 | $9,244.67 | $3,504.47 | 61.05% |
| CE Curtis Ellergodt Rothschild Investment LLC | 787 | $20,453.68 | $27,769.29 | $7,315.61 | 35.77% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 3,815 | $107,981.12 | $134,974.7 | $26,993.58 | 25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 50,266 | $1.35M | $1.76M | $412,024.24 | 30.48% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 548,491 | $11.15M | $19.35M | $8.2M | 73.54% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 59,872 | $1.32M | $2.12M | $794,176.46 | 59.98% |
| AC Adam Claypool First Community Trust Na | 2,859 | $76,649.79 | $100,908.4 | $24,258.61 | 31.65% |
| YA Yinka Akinsola Blue Trust Inc. | 3,621 | $99,129.91 | $127,024.68 | $27,894.77 | 28.14% |
 Loraine Ell Better Money Decisions LLC | 8,150 | $221,226.76 | $285,739 | $64,512.24 | 29.16% |
 Jeff Ameen Spire Wealth Management | 13,912 | $324,063.55 | $494,849.84 | $170,786.29 | 52.7% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 9,095 | $272,746.44 | $321,008.02 | $48,261.58 | 17.69% |
| EB Eric Becker Guardian Wealth Advisors LLC | 10,184 | $247,732.24 | $357,051.04 | $109,318.8 | 44.13% |
| AL Acas LLC Acas LLC | 63,796 | $1.62M | $2.24M | $619,532.18 | 38.31% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 100,178 | $2.47M | $3.51M | $1.04M | 42.21% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 6,514 | $201,791.64 | $231,702.98 | $29,911.34 | 14.82% |
 Kyle P. Smith NewEdge Wealth LLC | 12,336 | $346,024.8 | $432,746.88 | $86,722.08 | 25.06% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 101,866 | $2.56M | $3.57M | $1.02M | 39.72% |
| SL Shad Lamm Keystone Wealth Services LLC | 11,538 | $306,645.77 | $406,195.29 | $99,549.52 | 32.46% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 45,034 | $1.28M | $1.59M | $301,574.12 | 23.49% |
