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Schwab U.S. Large-Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 25,395 | $691,188.43 | $861,779.32 | $170,590.89 | 24.68% |
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 29,516 | $815,666.17 | $1M | $185,959.29 | 22.8% |
| TM Tom McDonald Richards, MERRILL & PETERSON Inc. | 7,192 | $209,359 | $244,024.56 | $34,665.56 | 16.56% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 45,953 | $1.23M | $1.56M | $332,169.21 | 27.07% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 49,566 | $1.43M | $1.68M | $241,587.14 | 16.85% |
 Landaas & Company Landaas & Co | 7,600 | $210,292 | $257,678 | $47,386 | 22.53% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 681,403 | $15.06M | $23.12M | $8.06M | 53.51% |
| GP Gustave Pollak Vantagepoint Investment Advisers LLC | 8.06M | $234.52M | $273.11M | $38.59M | 16.46% |
| SS Scott Solod Kelly Financial Group LLC | 45,280 | $1.18M | $1.53M | $350,689.82 | 29.71% |
| AC Adam Claypool First Community Trust Na | 1,188 | $32,872 | $40,285.08 | $7,413.08 | 22.55% |
 Steven Scruggs FPA Queens Road Small Cap Value Fund | 10,245 | $312,473 | $346,127.32 | $33,654.32 | 10.77% |
 SkyOak Wealth SkyOak Wealth LLC | 18,744 | $428,858.34 | $633,266.04 | $204,407.7 | 47.66% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 29,725 | $658,892.07 | $1M | $345,367.05 | 52.42% |
| MC Michael Corrigan Advocate Group LLC | 8,100 | $205,173 | $273,861 | $68,688 | 33.48% |
| YA Yinka Akinsola Blue Trust Inc. | 21,623 | $611,999.46 | $731,181.74 | $119,182.28 | 19.47% |
 Jeff Ameen Spire Wealth Management | 2,096 | $53,393.82 | $71,683.2 | $18,289.38 | 34.25% |
| AL Acas LLC Acas LLC | 79,468 | $1.89M | $2.68M | $796,361.44 | 42.17% |
 Kyle P. Smith NewEdge Wealth LLC | 94,496 | $2.67M | $3.2M | $521,314.84 | 19.5% |
 Jonathan Guyton Cornerstone Wealth Advisors Inc. | 643,115 | $14.77M | $21.75M | $6.97M | 47.2% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 13,074 | $350,252.46 | $442,097.31 | $91,844.85 | 26.22% |
