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Schwab U.S. Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Tammy Trenta FF Advisors,LLC | 58,884 | $1.68M | $2.06M | $381,817.63 | 22.75% |
 Ruth Thortvedt Financial Network Wealth Advisors LLC | 102 | $2,672 | $3,568.98 | $896.98 | 33.57% |
 Drew Garner ARK & TLK INVESTMENTS, LLC | 41,000 | $1.03M | $1.43M | $405,203 | 39.36% |
 Jessica Vickery BlueChip Wealth Advisors LLC | 29,613 | $758,653.3 | $1.04M | $277,505.57 | 36.58% |
 Jeffrey Liguori NAPATREE CAPITAL LLC | 62,169 | $1.59M | $2.18M | $582,334.56 | 36.56% |
 Lindsey Cooksen Cooksen Wealth, LLC | 21,000 | $566,718.51 | $734,790 | $168,071.49 | 29.66% |
 Douglas E. Morisoli Fairman Group, LLC | 5,181 | $134,794.73 | $181,283.19 | $46,488.46 | 34.49% |
 Robert Santos Arrowroot Family Office, LLC | 67,090 | $1.52M | $2.35M | $827,703.67 | 54.46% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 199,216 | $4.52M | $6.97M | $2.45M | 54.24% |
 Kayla Tweedy JBR Co Financial Management Inc | 21,401 | $537,691.99 | $748,820.99 | $211,129 | 39.27% |
 David Maxey Heritage Family Offices, LLP | 30,075 | $904,355.16 | $1.05M | $147,969.09 | 16.36% |
 Mark Weiskind Fairway Wealth LLC | 2,815 | $87,153 | $98,496.85 | $11,343.85 | 13.02% |
 Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,377 | $42,632 | $48,181.23 | $5,549.23 | 13.02% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 57 | $1,537.97 | $1,994.43 | $456.46 | 29.68% |
 James J. Karabas Embree Financial Group | 38,754 | $1M | $1.36M | $353,277.37 | 35.23% |
 Brian Krause Cascade Financial Partners, LLC | 35,187 | $989,761.14 | $1.23M | $241,431.99 | 24.39% |
 Todd Lunsford International Private Wealth Advisors LLC | 16,662 | $418,332.83 | $583,003.38 | $164,670.55 | 39.36% |
 Perissos Private Wealth Management LLC Perissos Private Wealth Management, LLC | 16,902 | $458,905.82 | $591,400.98 | $132,495.16 | 28.87% |
 Jade Eagles WEALTHGARDEN F.S. LLC | 6,873 | $204,953 | $240,486.27 | $35,533.27 | 17.34% |
 Lee Larson Everstar Asset Management, LLC | 9,654 | $252,934.8 | $337,793.46 | $84,858.66 | 33.55% |
