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Schwab U.S. Aggregate Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Katherine Stoner Empower Advisory Group, LLC | 39,228 | $919,971.26 | $874,195.98 | -$45,775.28 | -4.98% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 84,170 | $1.91M | $1.88M | -$37,646.23 | -1.97% |
| MRC Martin R. Curiel MYECFO, LLC | 562,920 | $12.88M | $12.56M | -$317,549.45 | -2.47% |
 Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 42,977 | $997,055.3 | $958,172.21 | -$38,883.09 | -3.9% |
 Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 22,018 | $512,599.57 | $491,221.58 | -$21,377.99 | -4.17% |
 Thomas Dobbins New Republic Capital, LLC | 4,991 | $116,538.17 | $111,074.7 | -$5,463.47 | -4.69% |
 Invesco LLC INVESCO, LLC | 41,245 | $956,270.81 | $918,938.6 | -$37,332.21 | -3.9% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 17,672 | $478,604.94 | $393,732.16 | -$84,872.78 | -17.73% |
 Andrew Parsons Corrigan Financial, Inc. | 39,202 | $997,698.15 | $874,008.59 | -$123,689.56 | -12.4% |
 Christopher C. Powers Farther Finance Advisors, LLC | 601,449 | $13.66M | $13.33M | -$333,610.49 | -2.44% |
 Anthony Moeller MN Wealth Advisors, LLC | 13,373 | $310,822.72 | $297,950.44 | -$12,872.28 | -4.14% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 159,044 | $3.65M | $3.54M | -$101,713.47 | -2.79% |
 Kevin Bresler TD Waterhouse Canada Inc. | 200 | $4,604 | $4,458 | -$146 | -3.17% |
 Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 395,961 | $9.04M | $8.84M | -$203,822.81 | -2.25% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 10,981 | $257,041.05 | $244,766.49 | -$12,274.56 | -4.78% |
 Charles Corkery PUREfi Wealth, LLC | 9,739 | $225,263 | $217,423.17 | -$7,839.83 | -3.48% |
 James Rankin Modern Wealth Management, LLC | 1.3M | $30.47M | $28.99M | -$1.49M | -4.87% |
 Joseph C. Gissy Tactive Advisors, LLC | 178,336 | $4.1M | $3.97M | -$126,620.42 | -3.09% |
 Benj Foor Frazier Financial Advisors, LLC | 71 | $1,654.11 | $1,582.23 | -$71.88 | -4.35% |
 Amir Har-El Savvy Advisors, Inc. | 120,235 | $2.79M | $2.68M | -$105,140.35 | -3.77% |
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