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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 125,979 | $3.44M | $4.34M | $897,092.09 | 26.08% |
 Scott W. Simons Ridgeline Wealth Planning, LLC | 12,461 | $340,432.61 | $426,290.81 | $85,858.2 | 25.22% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 101,476 | $2.73M | $3.46M | $737,574.91 | 27.05% |
 Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 96,959 | $2.49M | $3.31M | $818,576.87 | 32.85% |
 Jessica Vickery BlueChip Wealth Advisors LLC | 410,081 | $10.58M | $14.09M | $3.51M | 33.15% |
 Jeffrey Liguori NAPATREE CAPITAL LLC | 25,908 | $657,971.05 | $892,530.6 | $234,559.55 | 35.65% |
 David Quinn Pine Harbor Wealth Management, LLC | 6,806 | $208,805 | $232,254.75 | $23,449.75 | 11.23% |
 Mark Alan Zeigler II Foguth Wealth Management, LLC. | 559,502 | $16.79M | $19.25M | $2.45M | 14.61% |
 Douglas E. Morisoli Fairman Group, LLC | 1,304 | $39,334.89 | $44,792.4 | $5,457.51 | 13.87% |
 Ralph Antolino, Jr AA Financial Advisors, LLC | 14,238 | $379,186.35 | $489,644.82 | $110,458.47 | 29.13% |
 Robert Santos Arrowroot Family Office, LLC | 246,074 | $6.12M | $8.46M | $2.34M | 38.15% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 11,368 | $301,709.3 | $390,490.8 | $88,781.5 | 29.43% |
| WL Wealthcollab LLC WealthCollab, LLC | 7,914 | $200,973.64 | $270,421.38 | $69,447.74 | 34.56% |
 Kayla Tweedy JBR Co Financial Management Inc | 21,818 | $566,202.33 | $750,539.2 | $184,336.87 | 32.56% |
 Ian Jameson American Capital Advisory, LLC | 32,441 | $877,001.18 | $1.11M | $231,994.4 | 26.45% |
 Michael Stringer Lane & Associates LLC | 21,875 | $609,655.8 | $746,046.87 | $136,391.07 | 22.37% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 9,660 | $259,651.17 | $330,178.8 | $70,527.63 | 27.16% |
 Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 10,808 | $342,722 | $372,065.4 | $29,343.4 | 8.56% |
 James Luthardt KIRTLAND HILLS CAPITAL MANAGEMENT, LLC | 29,889 | $905,034.85 | $1.03M | $122,997.3 | 13.59% |
 Mark Weiskind Fairway Wealth LLC | 21,957 | $599,865 | $755,540.37 | $155,675.37 | 25.95% |
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