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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jeff Ramsey Quotient Wealth Partners, LLC | 9,013 | $247,414.17 | $309,686.68 | $62,272.51 | 25.17% |
 Uptick Partners LLC UPTICK PARTNERS, LLC | 17,654 | $464,660.68 | $606,591.44 | $141,930.76 | 30.55% |
 BRUCE G ALLEN Bruce G. Allen Investments, LLC | 399,879 | $10.55M | $13.67M | $3.12M | 29.6% |
 PETER KRUSSEL Southland Equity Partners LLC | 706,927 | $18.79M | $24.29M | $5.5M | 29.29% |
 Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 8,413 | $229,877.44 | $289,482.92 | $59,605.48 | 25.93% |
 Jon Deven Mouton CAP Partners, LLC | 113,625 | $2.92M | $3.91M | $991,188.65 | 33.97% |
 Benjamin Carter Turtle Creek Wealth Advisors, LLC | 3,695 | $120,198 | $125,999.49 | $5,801.49 | 4.83% |
 Steven JE Manders BKM Wealth Management, LLC | 86,377 | $2.38M | $2.97M | $590,324.73 | 24.82% |
 Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 7,191 | $202,383.5 | $245,500.74 | $43,117.24 | 21.3% |
 Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 59,391 | $1.67M | $2.04M | $370,595.91 | 22.14% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 25,528 | $658,722.07 | $876,886.8 | $218,164.73 | 33.12% |
| MG Melissa Glennie Capital Management Associates, Inc | 23,138 | $646,869.9 | $795,947.2 | $149,077.3 | 23.05% |
 Cody Gehman Stonebridge Financial Group, LLC | 8,055 | $247,127 | $276,769.8 | $29,642.8 | 11.99% |
 Kent Keister Bear Mountain Capital, Inc. | 40 | $1,287 | $1,376 | $89 | 6.92% |
 Curtis Burkholder Bare Financial Services, Inc | 154,602 | $4.66M | $5.27M | $613,942.9 | 13.18% |
 Thomas Hood Alternative Investment Advisors, LLC. | 7,472 | $229,367.6 | $255,392.96 | $26,025.36 | 11.35% |
 BRADLEY LEWIS HRC WEALTH MANAGEMENT, LLC | 277,145 | $7.21M | $9.52M | $2.31M | 32.06% |
 Joshua Stipcich Tidemark, LLC | 21,066 | $540,841.4 | $719,825.22 | $178,983.82 | 33.09% |
 Rob Dainard Hara Capital LLC | 97 | $3,073 | $3,332.92 | $259.92 | 8.46% |
 KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 28,088 | $792,695.46 | $960,047.84 | $167,352.38 | 21.11% |
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