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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,738 | $241,453.66 | $300,150.3 | $58,696.64 | 24.31% |
 Scott Williams Investmark Advisory Group LLC | 9,872 | $249,734.22 | $339,300.64 | $89,566.42 | 35.86% |
 Michael Topley Lansing Street Advisors | 8,871 | $240,126.16 | $304,896.27 | $64,770.11 | 26.97% |
 Timothy Gerlach Novem Group | 35,846 | $1.05M | $1.23M | $182,094.62 | 17.36% |
 Christopher Warner WARNER FINANCIAL Inc. | 120,114 | $3.06M | $4.13M | $1.07M | 35.05% |
 Jim Clark Worth Asset Management LLC | 35,270 | $1.14M | $1.19M | $44,129.46 | 3.85% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 759,585 | $20.48M | $26.12M | $5.64M | 27.54% |
 Amanda Hawley Atria Wealth Solutions Inc. | 557,436 | $13.93M | $19.01M | $5.08M | 36.49% |
 Lincoln Bach Delap Wealth Advisory LLC | 22,765 | $622,128.72 | $781,977.75 | $159,849.03 | 25.69% |
 Craig Johnsen Fortitude Advisory Group LLC | 24,954 | $780,181.37 | $841,199.34 | $61,017.97 | 7.82% |
 Jeffrey Gilbert Balboa Wealth Partners | 26,184 | $725,871.56 | $898,373.04 | $172,501.48 | 23.76% |
 Gary M. Coon Finer Wealth Management Inc. | 8,222 | $214,789.07 | $282,425.7 | $67,636.63 | 31.49% |
 Edward Lowndes Angeles Wealth Management LLC | 17,832 | $482,908.29 | $612,618.36 | $129,710.07 | 26.86% |
 Christoph Von Dem Bussche Financial Guidance Group Inc. | 517,863 | $13.23M | $17.68M | $4.45M | 33.61% |
 Angela Cox W Advisors LLC | 48,852 | $1.29M | $1.68M | $389,198.4 | 30.14% |
 Kevin Zemann WealthPlan Investment Management LLC | 377,019 | $11.39M | $12.86M | $1.47M | 12.92% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 129,922 | $3.31M | $4.47M | $1.15M | 34.82% |
 Benjamin Cauley Carr Financial Group Corp. | 6,661 | $211,220 | $229,304.92 | $18,084.92 | 8.56% |
 Michael Stulic Astoria Portfolio Advisors LLC | 65,420 | $1.86M | $2.25M | $391,218.77 | 21.07% |
 Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 10,602 | $336,175 | $364,973.85 | $28,798.85 | 8.57% |
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