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Schwab U.S. Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Candace Cavalier Congress Wealth Management LLC / DE / | 228,624 | $5.99M | $8.09M | $2.1M | 35.07% |
 cullen roche Orcam Financial Group | 101,207 | $2.71M | $3.58M | $864,494.17 | 31.87% |
| EM Eric Malden Shearwater Capital LLC | 36,275 | $1.12M | $1.28M | $159,065.87 | 14.16% |
 John Flavin Aspire Capital Advisors LLC | 13,665 | $302,033.71 | $483,331.05 | $181,297.34 | 60.03% |
| RS Radon Stancil POM Investment Strategies LLC | 375 | $9,415.12 | $13,263.75 | $3,848.63 | 40.88% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 4,191 | $105,236.01 | $148,235.67 | $42,999.66 | 40.86% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 364,797 | $9.6M | $12.92M | $3.32M | 34.6% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 21,540 | $613,451.38 | $760,254.3 | $146,802.92 | 23.93% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 99 | $2,475.6 | $3,505.09 | $1,029.49 | 41.59% |
 Clint Dunn Beaird Harris Wealth Management LLC | 2,530 | $70,966.5 | $89,460.8 | $18,494.3 | 26.06% |
 Caroline Jankowski Operose Advisors LLC | 3,316 | $69,522.84 | $117,253.76 | $47,730.92 | 68.66% |
 Kathryn Brown Morton Brown Family Wealth LLC | 2,880 | $72,316.8 | $101,836.8 | $29,520 | 40.82% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 12,647 | $334,848.16 | $447,197.92 | $112,349.76 | 33.55% |
 Marshall McCormick Fingerlakes Wealth Management Inc. | 12,032 | $305,504.85 | $425,451.52 | $119,946.67 | 39.26% |
| MC Morgan Christen Spinnaker Investment Group LLC | 417,462 | $11.42M | $14.73M | $3.32M | 29.04% |
 Brenda Bickle Adamsbrown Wealth Consultants LLC | 35,276 | $917,863.38 | $1.24M | $322,793.54 | 35.17% |
| WTM W. Travis McKinney HB Wealth Management LLC | 311,942 | $6.8M | $10.99M | $4.19M | 61.6% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 17,538 | $424,532.42 | $616,811.46 | $192,279.04 | 45.29% |
| NG Nathan Geraci ETF Store Inc. | 56,117 | $1.57M | $1.97M | $404,475.25 | 25.78% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 79,880 | $2.13M | $2.83M | $695,254.6 | 32.63% |
