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Schwab U.S. TIPS ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AC Adam Claypool First Community Trust Na | 982 | $30,588.91 | $25,620.38 | -$4,968.53 | -16.24% |
 Steven Scruggs FPA Queens Road Small Cap Value Fund | 24,621 | $641,404 | $637,930.11 | -$3,473.89 | -0.54% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 49,549 | $1.31M | $1.29M | -$24,197.56 | -1.85% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 31,058 | $807,581.86 | $810,303.22 | $2,721.36 | 0.34% |
| YA Yinka Akinsola Blue Trust Inc. | 1,725 | $45,695.25 | $45,005.25 | -$690 | -1.51% |
 Jeff Ameen Spire Wealth Management | 10,460 | $273,776.52 | $272,901.4 | -$875.12 | -0.32% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 13,074 | $347,899.14 | $339,139.56 | -$8,759.58 | -2.52% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 7,528 | $202,427.92 | $196,405.52 | -$6,022.4 | -2.98% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 43,341 | $1.15M | $1.12M | -$30,772.11 | -2.67% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,902 | $50,563.93 | $49,623.18 | -$940.75 | -1.86% |
 Joseph Castro Nuveen LLC | 33,165 | $878,873 | $859,305.15 | -$19,567.85 | -2.23% |
 Suzanne Cross JTC Employer Solutions Trustee Ltd | 141,964 | $3.59M | $3.7M | $115,652.56 | 3.22% |
 Kurt Van Dyken Lifeworks Advisors LLC | 9,270 | $245,655 | $240,463.8 | -$5,191.2 | -2.11% |
 Kimberly Cappellano Private Wealth Asset Management LLC | 2,698 | $71,738.23 | $69,905.18 | -$1,833.05 | -2.56% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 97,478 | $2.6M | $2.54M | -$53,840.87 | -2.07% |
| KC Kasey Cook Maripau Wealth Management LLC | 81,181 | $2.18M | $2.1M | -$72,228.94 | -3.32% |
 Andrew Endelman Independent Wealth Network Inc. | 9,488 | $252,355.56 | $247,541.92 | -$4,813.64 | -1.91% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 12,562 | $332,892.42 | $327,742.58 | -$5,149.84 | -1.55% |
| DC Donie Carlson DMC Group LLC | 23,062 | $605,419.88 | $601,687.58 | -$3,732.3 | -0.62% |
 Thomas Herbert VPR Management LLC | 10,000 | $314,500 | $259,400 | -$55,100 | -17.52% |
