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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,765 | $48,184.5 | $58,086.15 | $9,901.65 | 20.55% |
 Jesse Steele Etesian Wealth Advisors, Inc. | 24,933 | $706,967.67 | $820,545.03 | $113,577.36 | 16.07% |
 Christopher Barr Red Mountain Financial, LLC | 376,311 | $10.12M | $12.38M | $2.26M | 22.33% |
 NICOLE MARTIN Arlington Trust Co LLC | 3,000 | $83,880 | $98,250 | $14,370 | 17.13% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 69,106 | $1.89M | $2.27M | $386,341.4 | 20.47% |
 Kevin Bresler TD Waterhouse Canada Inc. | 33,654 | $992,251.15 | $1.11M | $115,301.99 | 11.62% |
| AK Alisha Kamadia United Community Bank | 7,141 | $200,031.65 | $235,010.31 | $34,978.66 | 17.49% |
 Mark Romin Lakeshore Financial Planning, Inc. | 363,303 | $8.84M | $11.96M | $3.12M | 35.25% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 348,107 | $9.69M | $11.4M | $1.71M | 17.67% |
 Mark Petersen Prosperitas Financial LLC | 359,406 | $10.06M | $11.72M | $1.65M | 16.41% |
 Teresa Douberly Burford Brothers, Inc. | 9,693 | $297,391 | $318,996.63 | $21,605.63 | 7.27% |
 Savoie Capital LLC Savoie Capital LLC | 133,800 | $3.6M | $4.4M | $807,215.4 | 22.45% |
 Charles Corkery PUREfi Wealth, LLC | 9,000 | $238,500 | $296,190 | $57,690 | 24.19% |
 James Rankin Modern Wealth Management, LLC | 717,173 | $20.73M | $23.6M | $2.87M | 13.84% |
 KKM Financial LLC KKM Financial LLC | 150,096 | $4.12M | $4.94M | $822,526.37 | 19.98% |
 Joseph C. Gissy Tactive Advisors, LLC | 6,437 | $204,101 | $211,841.67 | $7,740.67 | 3.79% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 54,837 | $1.5M | $1.8M | $309,595.51 | 20.71% |
 Benj Foor Frazier Financial Advisors, LLC | 1,500 | $40,645.67 | $49,365 | $8,719.33 | 21.45% |
 Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,585 | $250,143.51 | $315,394.42 | $65,250.91 | 26.09% |
 Amir Har-El Savvy Advisors, Inc. | 582,054 | $16.36M | $19.06M | $2.7M | 16.5% |
