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Xtrackers S&P 500 ESG ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,687 | $159,941.15 | $183,669.88 | $23,728.73 | 14.84% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 7,178 | $383,169.43 | $492,195.46 | $109,026.03 | 28.45% |
| SN SueAnn Niehaus West Bancorporation Inc | 4,035 | $242,221.05 | $275,852.77 | $33,631.72 | 13.88% |
| RR rosemary richard WCG Wealth Advisors LLC | 958,234 | $57.15M | $65.44M | $8.29M | 14.5% |
| RH Rick Hurley Heirloom Wealth Management | 15,077 | $737,882.09 | $1.03M | $293,460.09 | 39.77% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 3,982 | $209,819.99 | $273,304.57 | $63,484.58 | 30.26% |
| TM Thomas Mason Mason & Associates Inc. | 14,927 | $752,768.61 | $1.02M | $270,402.6 | 35.92% |
 Lukas Lindgren Abound Wealth Management | 45 | $2,702 | $3,084.52 | $382.52 | 14.16% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 3,464 | $207,948.62 | $238,167.32 | $30,218.7 | 14.53% |
 Andy Peters Goldstein Advisors LLC | 11,145 | $504,015.94 | $765,159.97 | $261,144.03 | 51.81% |
 Andrew Hass RF&L Wealth Management LLC | 4,697 | $204,507 | $322,660.41 | $118,153.41 | 57.77% |
 Jill Batley Gateway Wealth Partners LLC | 40,858 | $1.95M | $2.8M | $852,872.87 | 43.7% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 25,699 | $967,577.98 | $1.76M | $793,445.99 | 82% |
 Bradley H. Owens LJI Wealth Management, LLC | 4,810 | $233,939.72 | $329,557.15 | $95,617.43 | 40.87% |
 Christopher C. Powers Farther Finance Advisors, LLC | 1,424 | $72,168.22 | $96,276.64 | $24,108.42 | 33.41% |
 Marilou Davido WFA Asset Management Corp | 1,294 | $55,225.08 | $88,710.17 | $33,485.09 | 60.63% |
 Kevin Bresler TD Waterhouse Canada Inc. | 1,955 | $80,264.08 | $134,083.67 | $53,819.59 | 67.05% |
 Amir Har-El Savvy Advisors, Inc. | 27,527 | $1.56M | $1.89M | $332,934.78 | 21.41% |
 Steven D Urban Urban Financial Advisory Corp | 1,708 | $89,885.95 | $117,211.5 | $27,325.55 | 30.4% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,000 | $59,550 | $68,585 | $9,035 | 15.17% |
