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Schwab U.S. Mid-Cap ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Andrew Halac Talon Private Wealth, LLC | 35 | $1,083 | $1,224.65 | $141.65 | 13.08% |
 Tracey A. Baker CJM Wealth Advisers, Ltd. | 6,618 | $204,893 | $231,563.82 | $26,670.82 | 13.02% |
 Christopher C. Powers Farther Finance Advisors, LLC | 468,804 | $13.51M | $16.4M | $2.9M | 21.44% |
 ANDREW J. BARFOOT Madison Park Capital Advisors, LLC | 65,084 | $1.65M | $2.28M | $628,960.72 | 38.16% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 24,729 | $735,989.79 | $865,267.71 | $129,277.92 | 17.57% |
 Christopher Barr Red Mountain Financial, LLC | 28,353 | $796,371.06 | $992,071.47 | $195,700.41 | 24.57% |
 NICOLE MARTIN Arlington Trust Co LLC | 3,000 | $78,600 | $104,970 | $26,370 | 33.55% |
 Chris Kleine Park Capital Management, LLC / WI | 16,790 | $472,467.1 | $587,482.1 | $115,015 | 24.34% |
 RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 58,316 | $1.62M | $2.04M | $423,923.38 | 26.22% |
 Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 31,950 | $858,005.8 | $1.12M | $259,924.7 | 30.29% |
 Kevin Bresler TD Waterhouse Canada Inc. | 600 | $18,744 | $20,994 | $2,250 | 12% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 14,476 | $433,914.87 | $506,515.24 | $72,600.37 | 16.73% |
 James Rankin Modern Wealth Management, LLC | 186,150 | $5.54M | $6.51M | $971,182.09 | 17.52% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 25,883 | $820,960.6 | $905,646.17 | $84,685.57 | 10.32% |
 Amir Har-El Savvy Advisors, Inc. | 109,142 | $3.2M | $3.82M | $616,327.63 | 19.24% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 27,917 | $737,911.6 | $976,815.83 | $238,904.23 | 32.38% |
 United Advisor Group LLC United Advisor Group, LLC | 131,317 | $3.74M | $4.59M | $858,108.66 | 22.96% |
 Jon Deven Mouton CAP Partners, LLC | 28,635 | $719,838.08 | $1M | $282,100.57 | 39.19% |
 Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 9,331 | $276,570.84 | $326,491.69 | $49,920.85 | 18.05% |
 Cody Gehman Stonebridge Financial Group, LLC | 38,117 | $1.06M | $1.33M | $277,164.48 | 26.23% |
