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Schwab U.S. Aggregate Bond ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 David W. Lewis Lewis Asset Management, LLC | 10,236 | $238,615.28 | $228,109.26 | -$10,506.02 | -4.4% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 42,603 | $989,535.6 | $951,111.97 | -$38,423.63 | -3.88% |
 Brad Sayre Shared Vision Wealth Group LLC | 67,085 | $1.55M | $1.5M | -$51,441.81 | -3.33% |
 Neal D. Carlson Forthright Family Wealth Advisory LLC | 316,590 | $7.4M | $7.06M | -$340,382.55 | -4.6% |
| MG Melissa Glennie Capital Management Associates, Inc | 59,891 | $1.41M | $1.34M | -$70,814.22 | -5.03% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 15,487 | $361,642.1 | $345,127.79 | -$16,514.31 | -4.57% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 58,649 | $1.36M | $1.3M | -$60,137.69 | -4.42% |
 Linda J. Farinola OMNI 360 Wealth, Inc. | 46,038 | $1.07M | $1.03M | -$40,829.41 | -3.82% |
 Matthew Stead Sachetta, LLC | 364 | $8,450.69 | $8,115.38 | -$335.31 | -3.97% |
 Chandler te Velde Maia Wealth LLC | 85,401 | $2.02M | $1.9M | -$119,519.52 | -5.92% |
 Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 43,953 | $1.02M | $979,492.6 | -$36,640.79 | -3.61% |
 Focus Financial Network Inc. Focus Financial Network, Inc. | 261,829 | $6.06M | $5.84M | -$223,769.79 | -3.69% |
 Mark VanderPol VanderPol Investments L.L.C. | 181,981 | $4.28M | $4.06M | -$220,159.39 | -5.15% |
| WL Wealthcollab LLC WealthCollab, LLC | 12,698 | $295,990.38 | $283,101.91 | -$12,888.47 | -4.35% |
 Ian Jameson American Capital Advisory, LLC | 552 | $12,940.2 | $12,312.36 | -$627.84 | -4.85% |
 Chris M. Frantz Catalina Capital Group, LLC | 43,934 | $1.02M | $980,167.54 | -$39,858.72 | -3.91% |
 Michael Stringer Lane & Associates LLC | 54,021 | $1.25M | $1.2M | -$47,268.02 | -3.78% |
 David Hobbs Hobbs Wealth Management, LLC | 58,974 | $1.35M | $1.31M | -$33,983.78 | -2.52% |
 David Maxey Heritage Family Offices, LLP | 314,239 | $7.28M | $7.01M | -$262,499.79 | -3.61% |
 Mark Weiskind Fairway Wealth LLC | 13,471 | $312,781.91 | $300,605.36 | -$12,176.55 | -3.89% |
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