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Schwab U.S. Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Winnow Wealth LLC Winnow Wealth LLC | 6,726 | $208,107.16 | $235,342.74 | $27,235.58 | 13.09% |
| CTC Caldwell Trust Co Caldwell Trust Co | 9,645 | $195,871.95 | $337,478.55 | $141,606.6 | 72.3% |
 Landon Marsh Scott Marsh Financial LLC | 50,112 | $1.41M | $1.75M | $347,778.88 | 24.74% |
 Matthew J. Darcy Seneca Financial Advisors LLC | 761,028 | $19.27M | $26.63M | $7.36M | 38.2% |
 Michael Behner Nautilus Advisors LLC | 23,731 | $657,598.05 | $830,347.69 | $172,749.64 | 26.27% |
 Bonnie Courtney Cambridge Financial Group LLC | 65,011 | $1.79M | $2.27M | $487,063 | 27.25% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 951 | $28,605.57 | $33,275.49 | $4,669.92 | 16.33% |
| PCL Payne Capital LLC Payne Capital LLC | 25,160 | $745,752.36 | $880,348.4 | $134,596.04 | 18.05% |
 Wallace Jones WJ Financial Advisors LLC | 73,465 | $2.18M | $2.57M | $387,930.49 | 17.77% |
 Adam Weisner Sherman Porfolios LLC | 9,849 | $298,803.19 | $344,616.51 | $45,813.32 | 15.33% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 7,918 | $291,927 | $277,050.82 | -$14,876.18 | -5.1% |
 Portus Wealth Advisors LLC Portus Wealth Advisors LLC | 6,418 | $190,234.66 | $224,565.82 | $34,331.16 | 18.05% |
