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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 NICOLE MARTIN Arlington Trust Co LLC | 3,000 | $83,880 | $102,930 | $19,050 | 22.71% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 166,691 | $4.98M | $5.69M | $704,656.04 | 14.14% |
 MICHAEL DE LUZ Williams & Novak, LLC | 7,225 | $235,029 | $248,323.25 | $13,294.25 | 5.66% |
 Kevin Bresler TD Waterhouse Canada Inc. | 13,527 | $412,418.75 | $464,652.45 | $52,233.7 | 12.67% |
| AK Alisha Kamadia United Community Bank | 6,189 | $174,023.01 | $212,344.59 | $38,321.58 | 22.02% |
 Mark Romin Lakeshore Financial Planning, Inc. | 362,490 | $8.82M | $12.37M | $3.55M | 40.29% |
 Courtney Haddad Concurrent Investment Advisors, LLC | 400,330 | $11.34M | $13.75M | $2.41M | 21.21% |
 Mark Petersen Prosperitas Financial LLC | 364,240 | $10.22M | $12.44M | $2.22M | 21.71% |
 Teresa Douberly Burford Brothers, Inc. | 9,694 | $297,422.71 | $333,715.95 | $36,293.24 | 12.2% |
 Savoie Capital LLC Savoie Capital LLC | 133,800 | $3.6M | $4.57M | $971,521.8 | 27.02% |
 Charles Corkery PUREfi Wealth, LLC | 7,500 | $198,750 | $258,165.75 | $59,415.75 | 29.89% |
 James Rankin Modern Wealth Management, LLC | 818,307 | $23.94M | $27.97M | $4.03M | 16.85% |
 Joseph C. Gissy Tactive Advisors, LLC | 6,466 | $205,044.37 | $222,171.76 | $17,127.39 | 8.35% |
 BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 54,837 | $1.5M | $1.88M | $389,109.16 | 26.03% |
 Benj Foor Frazier Financial Advisors, LLC | 1,533 | $41,692 | $52,666.21 | $10,974.21 | 26.32% |
 Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 9,585 | $250,143.51 | $330,059.47 | $79,915.96 | 31.95% |
 Amir Har-El Savvy Advisors, Inc. | 558,571 | $15.75M | $19.08M | $3.33M | 21.16% |
 David W. Lewis Lewis Asset Management, LLC | 15,927 | $473,929.17 | $547,251.72 | $73,322.55 | 15.47% |
 Andrea N. Thompson WEST PACES ADVISORS INC. | 8,690 | $217,300.33 | $298,067 | $80,766.67 | 37.17% |
 United Advisor Group LLC United Advisor Group, LLC | 129,516 | $3.53M | $4.44M | $908,825.01 | 25.71% |
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