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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Brian Matter Creative Capital Management Investments LLC | 201 | $5,487.3 | $6,854.1 | $1,366.8 | 24.91% |
 Michael Snyder Beaumont Financial Advisors LLC | 34,955 | $890,334.62 | $1.2M | $310,719.18 | 34.9% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 93,719 | $2.6M | $3.2M | $593,990.54 | 22.83% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 17,741 | $389,237.65 | $610,290.4 | $221,052.75 | 56.79% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 19,916 | $583,875.56 | $680,728.88 | $96,853.32 | 16.59% |
 Holly Skipper Verum Partners LLC | 31,382 | $742,122.44 | $1.08M | $338,516.73 | 45.61% |
 Belena Vincetti Fortis Capital Advisors LLC | 11,661 | $360,545.67 | $400,671.96 | $40,126.29 | 11.13% |
 Patrick D. Hayes Canopy Partners LLC | 7,486 | $204,473.98 | $257,218.96 | $52,744.98 | 25.8% |
 Adam Laibson Mainsail Financial Group LLC | 71,087 | $1.91M | $2.43M | $520,242.52 | 27.23% |
 Marc White Clarendon Private LLC | 10,039 | $274,892.61 | $344,438.09 | $69,545.48 | 25.3% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 287,582 | $7.5M | $9.88M | $2.38M | 31.67% |
 Lucas Mosher SP Asset Management LLC | 24,102 | $612,267.91 | $829,831.86 | $217,563.95 | 35.53% |
| BP Brett Pohl Kingdom Financial Group LLC | 5,651 | $155,029.52 | $194,027.08 | $38,997.56 | 25.15% |
 Stephen Smith Kestra Investment Management LLC | 6,970 | $221,011 | $239,140.7 | $18,129.7 | 8.2% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 470,729 | $12.87M | $16.1M | $3.23M | 25.08% |
 Scott Register Register Financial Advisors LLC | 53,809 | $1.41M | $1.85M | $438,858.08 | 31.15% |
 Bree Pate Olisti Co. Wealth LLC | 124,750 | $3.43M | $4.29M | $860,061.6 | 25.11% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 18,901 | $533,797.7 | $648,304.3 | $114,506.6 | 21.45% |
 Kevin Gray Lodestar Private Asset Management LLC | 584,465 | $15.13M | $20.1M | $4.97M | 32.84% |
 Steve Alexandrowski GEM Asset Management LLC | 11,222 | $327,916.27 | $382,726.31 | $54,810.04 | 16.71% |
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