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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 David W. Lewis Lewis Asset Management, LLC | 8,505 | $233,642.92 | $279,899.55 | $46,256.63 | 19.8% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 8,903 | $222,386.77 | $292,953.21 | $70,566.44 | 31.73% |
 Owen McCabe Tyche Wealth Partners LLC | 7,256 | $222,626 | $238,794.96 | $16,168.96 | 7.26% |
 United Advisor Group LLC United Advisor Group, LLC | 120,868 | $3.26M | $3.98M | $717,124.58 | 21.99% |
 Jeff Ramsey Quotient Wealth Partners, LLC | 7,369 | $195,284.43 | $242,513.79 | $47,229.36 | 24.18% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 17,647 | $464,438.72 | $580,762.77 | $116,324.05 | 25.05% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 423,476 | $11.15M | $13.87M | $2.72M | 24.44% |
 Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,080 | $94,503 | $100,870 | $6,367 | 6.74% |
 PETER KRUSSEL Southland Equity Partners LLC | 706,182 | $18.76M | $23.24M | $4.48M | 23.86% |
 Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 8,396 | $229,324.45 | $274,507.22 | $45,182.77 | 19.7% |
 Jon Deven Mouton CAP Partners, LLC | 113,607 | $2.92M | $3.74M | $821,865.8 | 28.18% |
 Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 30,289 | $831,595.59 | $996,810.99 | $165,215.4 | 19.87% |
 Steven JE Manders BKM Wealth Management, LLC | 87,667 | $2.41M | $2.89M | $470,319.88 | 19.48% |
 Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 7,191 | $202,383.5 | $236,655.81 | $34,272.31 | 16.93% |
 Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 49,035 | $1.35M | $1.61M | $268,361.73 | 19.95% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 25,660 | $662,071.83 | $844,470.6 | $182,398.77 | 27.55% |
| MG Melissa Glennie Capital Management Associates, Inc | 24,295 | $679,219.99 | $799,548.45 | $120,328.46 | 17.72% |
 Cody Gehman Stonebridge Financial Group, LLC | 8,055 | $247,127 | $265,090.05 | $17,963.05 | 7.27% |
 Kent Keister Bear Mountain Capital, Inc. | 40 | $1,287 | $1,316.2 | $29.2 | 2.27% |
 Curtis Burkholder Bare Financial Services, Inc | 100,320 | $2.94M | $3.29M | $348,776.77 | 11.88% |
