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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 CJ Harrison DecisionPoint Financial LLC | 4,434 | $123,974.13 | $145,169.16 | $21,195.03 | 17.1% |
| RD Rodrigo Diaz Plan Group Financial LLC | 8,794 | $269,812 | $289,410.54 | $19,598.54 | 7.26% |
 Mark Mowrey Signature Resources Capital Management LLC | 2,647 | $77,867.7 | $87,112.77 | $9,245.07 | 11.87% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 28,294 | $670,063.8 | $931,155.54 | $261,091.74 | 38.97% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 2,766 | $77,103.82 | $91,029.06 | $13,925.24 | 18.06% |
| VP Vyoma Patel Strata Wealth Advisors LLC | 17,319 | $472,808.53 | $569,968.29 | $97,159.76 | 20.55% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 82,292 | $2.32M | $2.71M | $385,202.45 | 16.58% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 169,753 | $4.51M | $5.59M | $1.08M | 23.9% |
 Mariana Coli Dunhill Financial LLC | 5,967 | $163,592.7 | $196,373.97 | $32,781.27 | 20.04% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 13,951 | $368,316.68 | $459,127.41 | $90,810.73 | 24.66% |
 Daphne Jo Stasco Lantern Wealth Advisors LLC | 22,698 | $599,128.15 | $746,991.18 | $147,863.03 | 24.68% |
 Lukas Lindgren Abound Wealth Management | 23,929 | $714,474.85 | $787,503.39 | $73,028.54 | 10.22% |
| DP Drew Phillips Fortitude Family Office LLC | 1,050 | $27,825.15 | $34,550.25 | $6,725.1 | 24.17% |
 Matthew Zienty Cardinal Point Capital Management ULC | 18,936 | $580,954.32 | $623,183.76 | $42,229.44 | 7.27% |
 Jill Grimes Centurion Wealth Management LLC | 54,649 | $1.61M | $1.8M | $187,560.62 | 11.64% |
 Brian Dechow SWAN Capital LLC | 978 | $30,009 | $32,185.98 | $2,176.98 | 7.25% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 11,458 | $317,523.82 | $377,082.78 | $59,558.96 | 18.76% |
 Bert D. Barre Colonial Trust Co. / SC | 20,360 | $565,125.4 | $670,047.6 | $104,922.2 | 18.57% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 333,090 | $9.17M | $10.96M | $1.79M | 19.54% |
 Daniel Guy Ethos Financial Group LLC | 56,935 | $1.51M | $1.87M | $366,764.96 | 24.34% |
