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Schwab U.S. Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MM Michelle McCarthy Vantage Financial Partners LLC | 83,970 | $2.33M | $2.95M | $627,255.9 | 26.97% |
 Allison Tronnes Forum Financial Management LP | 7,411 | $219,733.44 | $261,163.64 | $41,430.2 | 18.85% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 1,560 | $39,004.29 | $54,974.4 | $15,970.11 | 40.94% |
| WJ William Jollie Quent Capital LLC | 15 | $464.4 | $529.5 | $65.1 | 14.02% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 12,760 | $346,650.85 | $449,662.4 | $103,011.55 | 29.72% |
 Michael Byun SageView Advisory Group LLC | 23,953 | $670,685.72 | $845,540.9 | $174,855.18 | 26.07% |
 Kristofer Gray Integrity Financial Corp. /WA | 100 | $3,007 | $3,524 | $517 | 17.19% |
 Mark Vicencio Lowery Thomas LLC | 34,314 | $802,195.18 | $1.21M | $407,030.18 | 50.74% |
 Kristen Williams Athena Investment Management | 83,744 | $2M | $2.95M | $947,629.55 | 47.3% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 106,296 | $2.57M | $3.75M | $1.18M | 45.71% |
 Christopher Warner WARNER FINANCIAL Inc. | 59,738 | $1.5M | $2.11M | $603,903.61 | 40.15% |
 Jim Clark Worth Asset Management LLC | 19,849 | $731,832.63 | $700,669.7 | -$31,162.93 | -4.26% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 180,170 | $4.74M | $6.36M | $1.62M | 34.18% |
 Amanda Hawley Atria Wealth Solutions Inc. | 29,089 | $719,850.7 | $1.03M | $309,754.45 | 43.03% |
 Craig Johnsen Fortitude Advisory Group LLC | 32,182 | $863,897.2 | $1.14M | $276,793.79 | 32.04% |
 Jeffrey Gilbert Balboa Wealth Partners | 7,840 | $242,726.4 | $277,888.8 | $35,162.4 | 14.49% |
| EL Edward Lowndes Angeles Wealth Management LLC | 559 | $15,679.95 | $19,813.75 | $4,133.8 | 26.36% |
 Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 24,990 | $546,531.3 | $879,023.25 | $332,491.95 | 60.84% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 46,295 | $1.28M | $1.64M | $358,554.77 | 27.96% |
 Abraham Martinez Amara Financial LLC | 14,999 | $464,369 | $531,639.55 | $67,270.55 | 14.49% |
