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Schwab U.S. Dividend Equity ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JRS James RG Skjong Ulland Investment Advisors LLC | 36 | $982.8 | $1,177.74 | $194.94 | 19.84% |
 Courtney Lawson Autumn Glory Partners LLC | 11,572 | $317,419.96 | $378,577.98 | $61,158.02 | 19.27% |
 Allison Tronnes Forum Financial Management LP | 31,203 | $847,165.1 | $1.02M | $173,641.04 | 20.5% |
| MO Michael O'Connor Capasso Planning Partners LLC | 52,963 | $1.37M | $1.73M | $359,883.58 | 26.22% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 349,209 | $9.29M | $11.42M | $2.13M | 22.95% |
| LWL Leo Wealth LLC Leo Wealth LLC | 786,706 | $21.57M | $25.74M | $4.17M | 19.34% |
| WJ William Jollie Quent Capital LLC | 474 | $13,001.82 | $15,514.02 | $2,512.2 | 19.32% |
 Marc H. Stone Tyler-Stone Wealth Management | 111,076 | $3.05M | $3.64M | $584,301.26 | 19.15% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 22,000 | $616,984.8 | $720,060 | $103,075.2 | 16.71% |
| MS Missy Straw Nilsine Partners LLC | 6,745 | $209,975 | $220,763.85 | $10,788.85 | 5.14% |
| EM Erin Mccann Simplicity Wealth LLC | 57,802 | $1.62M | $1.89M | $272,981.94 | 16.86% |
 Joseph J. Costigan apricus wealth LLC | 10,769 | $299,848.62 | $352,469.37 | $52,620.75 | 17.55% |
 Michael Byun SageView Advisory Group LLC | 27,204 | $740,172.54 | $890,386.92 | $150,214.38 | 20.29% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 28,400 | $802,345.69 | $929,532 | $127,186.31 | 15.85% |
| EMI Edward Mahaffy III Clientfirst Wealth Management LLC | 8,700 | $192,618 | $284,751 | $92,133 | 47.83% |
 Brian Clay Clay Northam Wealth Management LLC | 386,220 | $10.32M | $12.64M | $2.32M | 22.53% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 14,677 | $385,180.5 | $480,378.21 | $95,197.71 | 24.72% |
 Kristofer Gray Integrity Financial Corp. /WA | 652 | $17,799.6 | $21,339.96 | $3,540.36 | 19.89% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 233,812 | $6.28M | $7.66M | $1.38M | 22.01% |
| PP Penny Paul Andina Capital Management LLC | 17,466 | $462,849.5 | $571,662.18 | $108,812.68 | 23.51% |
