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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Rana Choubah Meridian Financial Advisors, LLC | 339,426 | $8.86M | $11.12M | $2.26M | 25.49% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 15,066 | $468,304.43 | $493,637.49 | $25,333.06 | 5.41% |
 Jane King Fairfield Financial Advisors, LTD | 14,439 | $386,705.22 | $473,093.83 | $86,388.61 | 22.34% |
 Chad Warrick Summit Wealth Partners, LLC | 47,262 | $1.14M | $1.56M | $419,109.62 | 36.88% |
| TAL TPG Advisors LLC TPG Advisors LLC | 134,015 | $3.52M | $4.39M | $871,824.1 | 24.77% |
 Eric Schmid Ted Buchan & Co | 26,012 | $716,055.78 | $856,054.92 | $139,999.14 | 19.55% |
 Samantha Cox Capital Investment Counsel, LLC | 11,708 | $321,145.41 | $383,671.16 | $62,525.75 | 19.47% |
 Bryan Gort Quest 10 Wealth Builders, Inc. | 1,222 | $37,487 | $40,216.02 | $2,729.02 | 7.28% |
 Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 7,343 | $225,292 | $240,630.11 | $15,338.11 | 6.81% |
| EM Eric Myers Carrera Capital Advisors | 27,124 | $731,803.96 | $892,650.84 | $160,846.88 | 21.98% |
 Heritage Oak Wealth Advisors LLC HERITAGE OAK WEALTH ADVISORS LLC | 16,392 | $447,379.22 | $537,165.84 | $89,786.62 | 20.07% |
 TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 166,923 | $4.42M | $5.47M | $1.05M | 23.74% |
 Teresa Coleman Creekside Partners | 28,710 | $789,587.05 | $940,683.15 | $151,096.1 | 19.14% |
 John Quinn Safe Harbor Fiduciary, LLC | 15,159 | $454,707.49 | $496,684.63 | $41,977.14 | 9.23% |
 Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 341,006 | $9.86M | $11.17M | $1.31M | 13.3% |
 Level Wealth Management LLC Level Wealth Management LLC | 28,553 | $780,320.42 | $935,539.04 | $155,218.62 | 19.89% |
 Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 7,899 | $242,341 | $257,744.37 | $15,403.37 | 6.36% |
 Taryn Anderson YANKCOM Partnership | 8,130 | $222,543.29 | $266,379.45 | $43,836.16 | 19.7% |
 David Levy Diversified Enterprises LLC | 305,037 | $8.08M | $10.04M | $1.96M | 24.19% |
 Code Waechter LLC Code Waechter LLC | 35,192 | $991,198.45 | $1.15M | $161,867.43 | 16.33% |
