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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 17,142 | $470,012.16 | $564,143.22 | $94,131.06 | 20.03% |
 Accordant Advisory Group Inc. Accordant Advisory Group Inc | 5,350 | $142,007.8 | $175,346.25 | $33,338.45 | 23.48% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 126,425 | $3.45M | $4.14M | $691,668.55 | 20.04% |
 Scott W. Simons Ridgeline Wealth Planning, LLC | 12,921 | $352,999.74 | $423,485.77 | $70,486.03 | 19.97% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 104,366 | $2.8M | $3.42M | $616,311.23 | 21.98% |
 Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 97,267 | $2.5M | $3.19M | $692,933.62 | 27.72% |
 Jessica Vickery BlueChip Wealth Advisors LLC | 408,106 | $10.52M | $13.4M | $2.88M | 27.34% |
 Jeffrey Liguori NAPATREE CAPITAL LLC | 25,908 | $657,971.05 | $852,632.28 | $194,661.23 | 29.59% |
 David Quinn Pine Harbor Wealth Management, LLC | 6,806 | $208,805 | $223,410.35 | $14,605.35 | 6.99% |
 Mark Alan Zeigler II Foguth Wealth Management, LLC. | 525,475 | $15.68M | $17.25M | $1.57M | 10.01% |
 Douglas E. Morisoli Fairman Group, LLC | 622 | $17,716.43 | $20,470.02 | $2,753.59 | 15.54% |
 Ralph Antolino, Jr AA Financial Advisors, LLC | 14,238 | $379,186.35 | $468,501.39 | $89,315.04 | 23.55% |
 Robert Santos Arrowroot Family Office, LLC | 258,447 | $6.42M | $8.48M | $2.06M | 32.1% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 11,168 | $295,203.37 | $367,538.88 | $72,335.51 | 24.5% |
| WL Wealthcollab LLC WealthCollab, LLC | 7,905 | $200,688.25 | $258,888.75 | $58,200.5 | 29% |
 Kayla Tweedy JBR Co Financial Management Inc | 26,252 | $678,723.95 | $863,953.32 | $185,229.37 | 27.29% |
 Ian Jameson American Capital Advisory, LLC | 25,134 | $645,295.56 | $823,138.5 | $177,842.94 | 27.56% |
 Michael Stringer Lane & Associates LLC | 21,875 | $609,655.8 | $718,057.81 | $108,402.01 | 17.78% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 9,660 | $259,651.17 | $317,094.33 | $57,443.16 | 22.12% |
 James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 21,829 | $649,454.45 | $716,547.84 | $67,093.39 | 10.33% |
