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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Austin Private Wealth Austin Private Wealth LLC | 26,397 | $675,511.44 | $868,725.27 | $193,213.83 | 28.6% |
 SkyOak Wealth SkyOak Wealth LLC | 17,721 | $503,506.72 | $583,198.11 | $79,691.39 | 15.83% |
 Pacific Capital Wealth Advisors Pacific Capital Wealth Advisors Inc. | 413,829 | $11.18M | $13.62M | $2.44M | 21.78% |
 Keebeck Wealth Management Keebeck Wealth Management LLC | 6,946 | $213,110 | $228,592.86 | $15,482.86 | 7.27% |
| RR rosemary richard WCG Wealth Advisors LLC | 102,015 | $2.81M | $3.36M | $551,213.19 | 19.64% |
| YA Yinka Akinsola Blue Trust Inc. | 14,954 | $430,021.34 | $492,136.14 | $62,114.8 | 14.44% |
 Jeff Ameen Spire Wealth Management | 193,912 | $4.87M | $6.38M | $1.51M | 31.12% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 401,118 | $10.05M | $13.2M | $3.15M | 31.31% |
 Daren Blonski Fermata Advisors LLC | 88,768 | $2.42M | $2.92M | $499,896.18 | 20.64% |
| AL Acas LLC Acas LLC | 81,959 | $2.15M | $2.7M | $544,922.97 | 25.32% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 639,830 | $15.7M | $21.06M | $5.36M | 34.13% |
| RC Rajesh Chelapurath Ceera Investments LLC | 31,577 | $968,782.36 | $1.04M | $70,416.71 | 7.27% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 27,596 | $720,117.7 | $908,184.36 | $188,066.66 | 26.12% |
 Kyle P. Smith NewEdge Wealth LLC | 134,965 | $3.65M | $4.44M | $792,904.54 | 21.73% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 8,220 | $231,639.6 | $270,520.2 | $38,880.6 | 16.78% |
 John P. Quinn Vermillion & White Wealth Management Group LLC | 104,581 | $3.2M | $3.44M | $237,391.79 | 7.41% |
 John Mezzasalma Mezzasalma Advisors LLC | 22,258 | $607,643.4 | $732,510.78 | $124,867.38 | 20.55% |
| SL Shad Lamm Keystone Wealth Services LLC | 23,031 | $620,337.02 | $757,950.21 | $137,613.19 | 22.18% |
| DM Dipen Mehta Invst LLC | 9,369 | $242,770.14 | $308,333.79 | $65,563.65 | 27.01% |
 Jason E. Archambault SK Wealth Management LLC | 11,686 | $329,440.61 | $384,586.26 | $55,145.65 | 16.74% |
