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FlexShares Quality Dividend Defensive Index Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 15,864 | $1.38M | $1.44M | $58,612.76 | 4.25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,765 | $228,113.04 | $341,541.97 | $113,428.93 | 49.72% |
| SN SueAnn Niehaus West Bancorporation Inc | 2,664 | $213,066.72 | $236,749.68 | $23,682.96 | 11.12% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,292 | $583,468.96 | $666,270.04 | $82,801.08 | 14.19% |
 Larry Herold Herold Advisors Inc. | 7,374 | $422,419.88 | $668,821.8 | $246,401.92 | 58.33% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 10,258 | $766,383.2 | $937,319.62 | $170,936.42 | 22.3% |
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 4,238 | $297,592.36 | $381,038.58 | $83,446.22 | 28.04% |
 Sam Sweitzer Anson Capital Inc. | 20,126 | $1.34M | $1.79M | $444,224.6 | 33.04% |
 Bill McVay Red Tortoise LLC | 3,779 | $209,180.54 | $335,839.73 | $126,659.19 | 60.55% |
 Joyce A. Kruzan Kaydan Wealth Management Inc. | 11,827 | $718,778.56 | $1.06M | $344,587.01 | 47.94% |
 Christopher C. Powers Farther Finance Advisors, LLC | 3,092 | $250,312.37 | $274,786.04 | $24,473.67 | 9.78% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 3,452 | $242,943.23 | $306,779.24 | $63,836.01 | 26.28% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 14,881 | $1.29M | $1.32M | $27,488.47 | 2.12% |
 Rik Saylor Financial Inc. Rik Saylor Financial Inc. | 19,026 | $1.34M | $1.73M | $392,356.5 | 29.37% |
| PB Paul Barry Stark Wealth Management LLC | 2,970 | $208,563.34 | $270,017.55 | $61,454.21 | 29.47% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 4,083 | $326,036.48 | $371,063.04 | $45,026.56 | 13.81% |
