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Xtrackers S&P 500 ESG ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,717 | $161,995.85 | $191,086.61 | $29,090.76 | 17.96% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 7,187 | $383,789.21 | $508,372.44 | $124,583.23 | 32.46% |
| SN SueAnn Niehaus West Bancorporation Inc | 4,035 | $242,221.05 | $284,971.87 | $42,750.82 | 17.65% |
| MS Marc Seidenberg Basso Capital Management LP | 54,115 | $3.73M | $3.81M | $79,519.95 | 2.13% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 8,145 | $306,746.31 | $575,525.7 | $268,779.39 | 87.62% |
| RR rosemary richard WCG Wealth Advisors LLC | 792,172 | $48.93M | $55.46M | $6.53M | 13.34% |
 Rick Hurley Heirloom Wealth Management | 17,118 | $879,156.8 | $1.21M | $325,864.81 | 37.07% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 3,982 | $209,819.99 | $280,790.73 | $70,970.74 | 33.82% |
 Thomas Mason Mason & Associates Inc. | 14,927 | $752,768.61 | $1.05M | $300,331.24 | 39.9% |
 Lukas Lindgren Abound Wealth Management | 45 | $2,702 | $3,183.07 | $481.07 | 17.8% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,466 | $208,086.36 | $242,325.39 | $34,239.03 | 16.45% |
 Andy Peters Goldstein Advisors LLC | 11,420 | $522,952.44 | $803,168.6 | $280,216.16 | 53.58% |
 Jill Batley Gateway Wealth Partners LLC | 20,503 | $1.07M | $1.43M | $365,850.43 | 34.34% |
| PIL PFG Investments LLC PFG Investments LLC | 3,222 | $221,862 | $227,618.19 | $5,756.19 | 2.59% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 25,633 | $965,097.7 | $1.79M | $829,468.63 | 85.95% |
 Bradley H. Owens LJI Wealth Management, LLC | 4,810 | $233,939.72 | $338,744.25 | $104,804.53 | 44.8% |
 Christopher C. Powers Farther Finance Advisors, LLC | 1,408 | $71,357.34 | $99,024.64 | $27,667.3 | 38.77% |
 Marilou Davido WFA Asset Management Corp | 1,294 | $55,225.08 | $91,162.3 | $35,937.22 | 65.07% |
 Kevin Bresler TD Waterhouse Canada Inc. | 1,955 | $80,264.08 | $138,140.3 | $57,876.22 | 72.11% |
 Amir Har-El Savvy Advisors, Inc. | 23,935 | $1.36M | $1.69M | $332,606.34 | 24.52% |
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