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Schwab U.S. Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCL Therese C.D. Linden Bank of New Hampshire | 5,115 | $129,358.35 | $178,948.27 | $49,589.92 | 38.34% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 9,885 | $274,167.58 | $351,609.45 | $77,441.87 | 28.25% |
| TT Tina Tenret Tenret Co. LLC | 34,381 | $946,979.51 | $1.21M | $262,715.97 | 27.74% |
| MWA Motive Wealth Advisors Motive Wealth Advisors | 16,854 | $439,720.86 | $593,345.07 | $153,624.21 | 34.94% |
 Justin Ericksen Blue Barn Wealth LLC | 70,446 | $1.79M | $2.48M | $694,761.71 | 38.92% |
| RH Rick Hurley Heirloom Wealth Management | 7,748 | $214,697.08 | $272,768.34 | $58,071.26 | 27.05% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 1,700 | $51,005.2 | $59,865.5 | $8,860.3 | 17.37% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 7,080 | $213,285.49 | $249,322.2 | $36,036.71 | 16.9% |
| RT Robert Tutela Essex LLC | 666,173 | $17.26M | $23.46M | $6.19M | 35.88% |
| AB Andrew Blass Atlantic Private Wealth LLC | 220 | $5,242.33 | $7,747.3 | $2,504.97 | 47.78% |
 Christopher Davis Burns Matteson Capital Management LLC | 30,119 | $676,726.72 | $1.05M | $377,137.09 | 55.73% |
| TR Tracy Richards FIDELIS iM LLC | 37,542 | $1.05M | $1.32M | $268,727.99 | 25.51% |
| MR Michael Ryan Whelan Financial | 14,639 | $346,990.93 | $515,512.38 | $168,521.45 | 48.57% |
| NCG Nathan C. Goodman Family Investment Center Inc. | 145,778 | $3.22M | $5.15M | $1.93M | 60.03% |
 Kaitlin Yardley Schaeffer Financial LLC | 133,729 | $3.52M | $4.72M | $1.2M | 34.05% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 42,802 | $1.27M | $1.51M | $239,690.34 | 18.81% |
 Christian Keedy Guardian Wealth Advisors LLC / Nc | 14,159 | $372,437.14 | $500,449.85 | $128,012.71 | 34.37% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 8,417 | $256,071.92 | $298,003.88 | $41,931.96 | 16.38% |
| DC Dominic Corabi Wedmont Private Capital | 30,275 | $801,667.96 | $1.06M | $263,255.16 | 32.84% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 12 | $332.4 | $424.44 | $92.04 | 27.69% |
