| QQQ Invesco QQQ Trust Series 1 | 6.15% | 25,630 | $14.8M | Reduce -5.9% |
| PDBC Invesco Optimum Yield Divers | 5.18% | 718,719 | $12.4M | New |
| IYZ iShares US Telecommunication | 5.12% | 313,377 | $12.3M | New |
| AVGO Broadcom Inc. | 4.81% | 37,345 | $11.6M | Reduce -15.1% |
| EEM iShares MSCI Emerging Market | 4.59% | 194,493 | $11.0M | New |
| GLD SPDR Gold Shares | 4.26% | 23,789 | $10.2M | Reduce -16.3% |
| TSM Taiwan Semiconductor-SP ADR | 3.68% | 26,160 | $8.8M | Reduce -23.6% |
| WMT Walmart Inc. | 3.47% | 67,142 | $8.3M | Add +20.2% |
| JPM JPMorgan Chase & Co. | 3.44% | 28,104 | $8.3M | Add +10.0% |
| AAPL Apple Inc. | 3.13% | 29,615 | $7.5M | Add +8.7% |
| TGT Target Corp. | 2.39% | 47,435 | $5.7M | Add +8.1% |
| PNC PNC Financial Services Group | 2.23% | 25,747 | $5.4M | Add +7.1% |
| MRK Merck & Co. Inc. | 2.08% | 41,615 | $5.0M | Add +7.9% |
| AMGN Amgen Inc. | 1.76% | 12,001 | $4.2M | Add +7.7% |
| PLD Prologis Inc. | 1.67% | 30,332 | $4.0M | Add +10.1% |
| MDT Medtronic PLC | 1.66% | 45,999 | $4.0M | Add +8.2% |
| EMR Emerson Electric Co. | 1.57% | 28,731 | $3.8M | Add +11.8% |
| PEP Pepsico Inc. | 1.46% | 22,596 | $3.5M | Add +10.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.43% | 5,269 | $3.4M | Reduce -31.8% |
| SHV iShares 0-1 Year Treasury Bo | 1.23% | 26,708 | $2.9M | Add +237.3% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 1.13% | 63,922 | $2.7M | Add +8.5% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 1.11% | 69,514 | $2.7M | Reduce -3.9% |
| NXPI NXP Semiconductors NV | 1.11% | 13,502 | $2.7M | Add +10.8% |
| QCOM Qualcomm Inc. | 1.09% | 20,265 | $2.6M | Add +7.9% |
| MSFT Microsoft Corp. | 0.83% | 5,390 | $2.0M | Reduce -4.1% |
| NVDA Nvidia Corp. | 0.73% | 10,092 | $1.8M | Reduce -9.7% |
| CGCP Cap Group Core Plus Income | 0.72% | 76,960 | $1.7M | Add +10.2% |
| PYLD PIMCO Multisector Bond Actv | 0.70% | 63,828 | $1.7M | Add +220.2% |
| CGMS Cap Group US Multi-Sect Bond | 0.62% | 54,537 | $1.5M | Add +63.4% |
| JNJ Johnson & Johnson | 0.61% | 5,959 | $1.5M | Add +321.4% |
| SCHD Schwab US DVD Equity ETF | 0.61% | 47,425 | $1.5M | Reduce -15.8% |
| DUK Duke Energy Corp. | 0.60% | 11,013 | $1.4M | Add +18.4% |
| ITOT iShares Core S&P Total U.S. | 0.58% | 9,807 | $1.4M | Add +31.3% |
| IBIT iShares Bitcoin Trust ETF | 0.54% | 33,750 | $1.3M | Reduce -26.6% |
| GLU Gabelli GLBL Util & Inc. TR | 0.53% | 66,622 | $1.3M | Add +62.5% |
| LLY Eli Lilly & Co. | 0.53% | 1,380 | $1.3M | Reduce -0.6% |
| TFC Truist Financial Corp. | 0.46% | 24,221 | $1.1M | Add +24.7% |
| T AT&T Inc. | 0.44% | 36,480 | $1.1M | Add +36.1% |
| META Meta Platforms Inc. Class A | 0.40% | 1,663 | $951K | Reduce -15.2% |
| RY Royal Bank of Canada | 0.39% | 5,810 | $940K | No change |
| D Dominion Energy Inc. | 0.37% | 14,396 | $890K | Add +35.0% |
| VZ Verizon Communications Inc. | 0.37% | 17,701 | $889K | Add +9.1% |
| FEGE First Eagle GL Equity ETF | 0.37% | 18,842 | $886K | Add +1.9% |
| GOOGL Alphabet Inc. Class A | 0.36% | 3,016 | $867K | Reduce -4.3% |
| AMZN Amazon.com Inc. | 0.33% | 3,827 | $797K | Add +3.2% |
| IWM iShares Russell 2000 ETF | 0.32% | 3,120 | $774K | Reduce -3.9% |
| ETN Eaton Corp. PLC | 0.31% | 2,082 | $745K | Add +13.7% |
| GSLC Goldman Activebeta US LC ETF | 0.30% | 5,805 | $726K | Add +31.6% |
| RDVY First Trust Rising Dividend | 0.30% | 10,510 | $718K | Add +227.0% |
| SDVY First Trust Smid Cap Rising | 0.30% | 18,151 | $716K | Add +53.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.29% | 14,402 | $702K | Reduce -19.1% |
| SCHB Schwab US Broad Market ETF | 0.29% | 27,797 | $698K | Reduce -3.9% |
| VXUS Vanguard Total Intl Stock | 0.29% | 8,976 | $692K | New |
| GSK GSK PLC-Spon ADR | 0.29% | 12,441 | $687K | Reduce -15.9% |
| WFC Wells Fargo & Co. | 0.28% | 8,560 | $681K | Reduce -18.7% |
| AGG iShares Core U.S. Aggregate | 0.28% | 6,818 | $677K | Add +28.6% |
| CAT Caterpillar Inc. | 0.28% | 937 | $664K | Add +49.2% |
| USB US Bancorp | 0.28% | 12,725 | $662K | Add +8.5% |
| COKE Coca-Cola Consolidated Inc. | 0.26% | 3,243 | $622K | Reduce -19.1% |
| ABBV Abbvie Inc. | 0.26% | 2,853 | $620K | Reduce -1.1% |
| SGOV iShares 0-3 Month Treasury B | 0.26% | 6,114 | $615K | New |
| TTE Totalenergies SE | 0.26% | 6,742 | $613K | Reduce -16.2% |
| GOOG Alphabet Inc. Class C | 0.25% | 2,132 | $612K | Add +7.6% |
| VPL Vanguard Ftse Pacific ETF | 0.25% | 6,236 | $609K | New |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.25% | 17,618 | $606K | Add +113.3% |
| FV First Trust DW Focus 5 Fund | 0.25% | 10,029 | $606K | Add +73.1% |
| VEA Vanguard Ftse Developed ETF | 0.25% | 9,363 | $600K | New |
| KO The Coca-Cola Co. | 0.25% | 7,863 | $598K | Add +6.3% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 11,010 | $595K | New |
| VGK Vanguard Ftse Europe ETF | 0.24% | 7,110 | $586K | New |
| SCHW Schwab (charles) Corp. | 0.24% | 6,147 | $578K | Reduce -3.0% |
| AFSM First Trust Active Factor SM | 0.23% | 17,162 | $564K | No change |
| UBSI United Bankshares Inc. | 0.23% | 13,497 | $559K | Add +46.3% |
| ZBH Zimmer Biomet Holdings Inc. | 0.23% | 6,179 | $559K | Add +25.8% |
| UPS United Parcel Service Class B | 0.23% | 5,528 | $544K | Add +9.3% |
| DE Deere & Co. | 0.21% | 914 | $515K | Add +2.0% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 1,799 | $511K | Add +10.6% |
| SNY Sanofi-ADR | 0.20% | 10,123 | $488K | Add +12.3% |
| BLK BlackRock Inc. | 0.20% | 503 | $484K | Add +12.0% |
| VFMF Vanguard US Multifactor ETF | 0.20% | 3,115 | $483K | New |
| GS Goldman Sachs Group Inc. | 0.20% | 555 | $470K | Reduce -4.0% |
| FTCS First Trust Capital Strength | 0.20% | 5,054 | $469K | Add +5.5% |
| MRSH Marsh & McLennan Cos | 0.19% | 2,681 | $465K | New |
| CTRA Coterra Energy Inc. | 0.19% | 13,203 | $464K | Add +9.2% |
| PYPL PayPal Holdings Inc. | 0.19% | 10,238 | $463K | Add +62.3% |
| AOR iShares Core 60/40 Balanced | 0.18% | 6,900 | $444K | New |
| DEO Diageo PLC-Sponsored ADR | 0.18% | 5,954 | $443K | Add +24.8% |
| PLTR Palantir Technologies Inc. Class A | 0.18% | 3,019 | $442K | Reduce -33.8% |
| DG Dollar General Corp. | 0.18% | 3,657 | $434K | Reduce -12.6% |
| DOC Healthpeak Properties Inc. | 0.18% | 26,353 | $433K | Add +9.3% |
| COST Costco Wholesale Corp. | 0.18% | 433 | $432K | Reduce -45.9% |
| PPG PPG Industries Inc. | 0.18% | 3,995 | $427K | Add +8.3% |
| NFG National Fuel Gas Co. | 0.18% | 4,515 | $424K | Add +11.1% |
| HSY The Hershey Co. | 0.17% | 2,008 | $417K | Add +8.7% |
| GL Globe Life Inc. | 0.17% | 2,999 | $417K | Add +9.7% |
| ICLR Icon PLC | 0.17% | 3,756 | $416K | Add +84.8% |
| AXP American Express Co. | 0.17% | 1,353 | $409K | Add +73.0% |
| VPLS Vanguard Core-Plus Bond ETF | 0.17% | 5,236 | $406K | New |
| BINC iShares Flex I A ETF-Usd Inc. | 0.17% | 7,803 | $405K | Reduce -38.9% |
| PG The Procter & Gamble Co. | 0.17% | 2,801 | $405K | Add +6.9% |
| JHMM John Hancock Multi Fact Mid | 0.17% | 6,017 | $404K | No change |
| PVAL Putnam Focused LRG Cap Value | 0.17% | 8,600 | $399K | No change |
| OSK Oshkosh Corp. | 0.16% | 2,675 | $394K | Add +9.0% |
| UL Unilever PLC-Sponsored ADR | 0.16% | 6,903 | $393K | Add +8.9% |
| BAX Baxter International Inc. | 0.16% | 23,282 | $391K | Add +62.6% |
| IEMG iShares Core MSCI Emerging | 0.16% | 5,562 | $388K | Add +36.6% |
| TRV The Travelers Cos Inc. | 0.16% | 1,325 | $386K | Add +6.0% |
| GPC Genuine Parts Co. | 0.16% | 3,605 | $381K | Add +35.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.16% | 1,184 | $380K | No change |
| GILD Gilead Sciences Inc. | 0.16% | 2,708 | $377K | Add +6.0% |
| BND Vanguard Total Bond Market | 0.16% | 5,109 | $376K | No change |
| KVUE Kenvue Inc. | 0.15% | 21,277 | $367K | Add +12.8% |
| XOM Exxon Mobil Corp. | 0.15% | 2,155 | $366K | Add +23.9% |
| CGSD Cap Group Short Duration | 0.15% | 14,063 | $363K | No change |
| WPC WP Carey Inc. | 0.15% | 5,249 | $357K | Add +9.2% |
| EPD Enterprise Products Partners | 0.15% | 9,263 | $351K | Add +13.7% |
| SHEL Shell PLC-ADR | 0.15% | 3,759 | $350K | Add +13.8% |
| WMB Williams Cos Inc. | 0.14% | 4,729 | $344K | Reduce -40.5% |
| JLL Jones Lang Lasalle Inc. | 0.14% | 1,123 | $342K | Add +9.3% |
| AGNC AGNC Investment Corp. | 0.14% | 33,571 | $337K | Add +9.6% |
| MU Micron Technology Inc. | 0.14% | 989 | $334K | Add +15.3% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.14% | 11,004 | $328K | Add +39.0% |
| MCD McDonald's Corp. | 0.13% | 1,024 | $318K | Add +18.5% |
| ADI Analog Devices Inc. | 0.13% | 994 | $316K | Add +10.9% |
| INGR Ingredion Inc. | 0.13% | 2,739 | $309K | Add +9.5% |
| V Visa Inc. Class A | 0.13% | 1,003 | $303K | Add +14.0% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.13% | 9,018 | $301K | Add +31.7% |
| ENB Enbridge Inc. | 0.12% | 5,508 | $298K | Add +14.5% |
| CVX Chevron Corp. | 0.12% | 1,435 | $297K | New |
| GEV GE Vernova Inc. | 0.12% | 333 | $291K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.12% | 3,188 | $289K | New |
| ADBE Adobe Inc. | 0.12% | 1,186 | $288K | New |
| HIG Hartford Insurance Group Inc. | 0.12% | 2,124 | $287K | Add +9.1% |
| RTX RTX Corp. | 0.12% | 1,485 | $286K | Reduce -19.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 1,782 | $285K | Reduce -9.5% |
| THQ Abrdn Healthcare Opport | 0.12% | 16,782 | $282K | New |
| BNDX Vanguard Total Intl Bond ETF | 0.12% | 5,842 | $281K | No change |
| HD Home Depot Inc. | 0.12% | 853 | $281K | Add +17.5% |
| JQUA JPMorgan US Quality Factor | 0.12% | 4,573 | $280K | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.12% | 3,610 | $280K | Add +4.5% |
| C Citigroup Inc. | 0.11% | 2,429 | $275K | Add +7.3% |
| RSP Invesco S&P 500 Equal Weight | 0.11% | 1,435 | $275K | New |
| AZN Astrazeneca PLC | 0.11% | 1,378 | $272K | Reduce -6.8% |
| FDS Factset Research Systems Inc. | 0.11% | 1,250 | $271K | New |
| B Barrick Mining Corp. | 0.11% | 6,613 | $270K | Reduce -35.0% |
| CTRE Caretrust REIT Inc. | 0.11% | 7,042 | $258K | Add +10.6% |
| CGHM Cap Group Muni High-Income | 0.11% | 10,089 | $255K | No change |
| ENVA Enova International Inc. | 0.11% | 1,878 | $255K | New |
| CGMU Cap Group Municipal Income | 0.11% | 9,392 | $255K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.11% | 580 | $253K | Reduce -67.0% |
| SO The Southern Co. | 0.10% | 2,601 | $251K | Add +5.0% |
| BF.B Brown-Forman Corp. Class B | 0.10% | 9,482 | $251K | Reduce -13.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,025 | $248K | Reduce -53.9% |
| CW Curtiss-Wright Corp. | 0.10% | 363 | $247K | New |
| DELL Dell Technologies -C | 0.10% | 1,501 | $246K | New |
| SOLV Solventum Corp. | 0.10% | 3,751 | $245K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.10% | 2,004 | $238K | Add +12.7% |
| AOK iShares Core 30/70 Conservat | 0.10% | 5,924 | $236K | New |
| ACN Accenture PLC Class A | 0.10% | 1,160 | $230K | Reduce -5.3% |
| ABT Abbott Laboratories | 0.09% | 2,203 | $226K | Add +5.9% |
| PM Philip Morris International | 0.09% | 1,363 | $225K | New |
| FMB First Trust Managed Municipa | 0.09% | 4,441 | $225K | No change |
| AMT American Tower Corp. | 0.09% | 1,302 | $225K | New |
| MA Mastercard Inc. Class A | 0.09% | 448 | $224K | Add +5.4% |
| NNN NNN REIT Inc. | 0.09% | 5,310 | $223K | New |
| CGMM Cap Group Small and Mid Cap | 0.09% | 7,500 | $220K | No change |
| PANW Palo Alto Networks Inc. | 0.09% | 1,362 | $218K | Reduce -42.1% |
| LIN Linde PLC | 0.09% | 435 | $216K | New |
| NEE Nextera Energy Inc. | 0.09% | 2,316 | $215K | New |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.09% | 8,820 | $214K | Add +11.2% |
| MCK McKesson Corp. | 0.09% | 244 | $211K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.09% | 429 | $206K | Reduce -3.8% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.08% | 552 | $203K | New |
| TMUS T-Mobile US Inc. | 0.08% | 965 | $203K | New |
| FIXD First Trust Smith Opportunis | 0.08% | 4,439 | $193K | New |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.08% | 1,953 | $189K | New |
| DWAW Advisorshares D/W FSM Cap | 0.07% | 4,078 | $175K | New |
| DVY iShares Select Dividend ETF | 0.07% | 1,130 | $171K | New |
| AVDE Avantis International Equity | 0.06% | 1,707 | $145K | New |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 478 | $143K | Reduce -80.2% |
| FDG American Century Focused DYN | 0.06% | 1,184 | $135K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.05% | 1,099 | $122K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.05% | 2,473 | $121K | New |
| RPG Invesco S&P 500 Pure Growth | 0.05% | 2,510 | $117K | New |
| PDP Invesco Dorsey Wright Moment | 0.04% | 846 | $102K | New |
| PMBS PIMCO MBS Active ETF | 0.04% | 2,042 | $101K | New |
| VOO Vanguard S&P 500 ETF | 0.04% | 163 | $97K | New |
| IWV iShares Russell 3000 ETF | 0.04% | 252 | $94K | New |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.04% | 919 | $90K | New |
| PWV Invesco Large Cap Value ETF | 0.03% | 1,125 | $78K | New |
| BSCR Invesco Bulletshares 2027 CB | 0.03% | 3,791 | $74K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 259 | $74K | New |
| BSCS Invesco Bulletshares 2028 CB | 0.03% | 3,635 | $74K | New |
| BSCT Invesco Bulletshares 2029 CB | 0.03% | 3,974 | $74K | New |
| SHY iShares 1-3 Year Treasury Bo | 0.03% | 879 | $73K | New |
| EFA iShares MSCI Eafe ETF | 0.03% | 705 | $68K | New |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.03% | 1,057 | $63K | New |
| AADR Advisorshares Dorsey Wright | 0.02% | 729 | $60K | New |
| IYR iShares US Real Estate ETF | 0.02% | 622 | $59K | New |
| SCHV Schwab US Large-Cap Value | 0.02% | 1,903 | $58K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.02% | 564 | $57K | New |
| GSIE Goldman Sachs Activebeta Int | 0.02% | 1,312 | $57K | New |
| IJT iShares S&P Small-Cap 600 GR | 0.02% | 368 | $53K | New |
| XME SS SPDR S&P Metals Mining | 0.02% | 480 | $52K | New |
| IVV iShares Core S&P 500 ETF | 0.02% | 79 | $52K | New |
| IJR iShares Core S&P Small-Cap E | 0.02% | 408 | $51K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.02% | 959 | $50K | New |
| GEM Goldman Sachs Activebeta Em | 0.02% | 961 | $42K | New |
| ABEV Ambev SA-ADR | 0.02% | 13,418 | $39K | Reduce -23.1% |
| IYF iShares US Financials ETF | 0.01% | 307 | $36K | Reduce -99.7% |
| IJS iShares S&P Small-Cap 600 Va | 0.01% | 302 | $36K | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.01% | 268 | $36K | New |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.01% | 443 | $35K | New |
| EMB iShares JP Morgan Usd Emergi | 0.01% | 344 | $32K | New |
| ACWI iShares MSCI Acwi ETF | 0.01% | 229 | $32K | New |
| VXF Vanguard Extended Market ETF | 0.01% | 151 | $31K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.01% | 518 | $29K | New |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.01% | 95 | $29K | New |
| CGCB Cap Group Core Bond | 0.01% | 1,016 | $27K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.01% | 494 | $26K | New |
| AOM iShares Core 40/60 Moderate | 0.01% | 550 | $26K | New |
| IGV iShares Expanded Tech-Softwa | 0.01% | 318 | $25K | New |
| SCHG Schwab US Large-Cap Growth | 0.01% | 861 | $25K | New |
| ITA iShares U.S. Aerospace & Def | 0.01% | 84 | $18K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.01% | 80 | $17K | New |
| VNQ Vanguard Real Estate ETF | 0.01% | 185 | $16K | New |
| EBND State Street SPDR Bloomberg | 0.01% | 787 | $16K | New |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.01% | 504 | $16K | New |
| IJH iShares Core S&P Midcap ETF | 0.01% | 230 | $16K | New |
| IUSV iShares Core S&P U.S. Value | 0.01% | 151 | $15K | New |
| TDIV FT Nasdaq Tech DVD Index FD | 0.01% | 150 | $14K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 53 | $14K | New |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.01% | 70 | $14K | New |
| IBB iShares Biotechnology ETF | 0.01% | 79 | $13K | New |
| DALI Ishrs Ms WR Co. Di SA Uci-Usd | 0.01% | 436 | $12K | New |
| FVC First Trust Dorsey Wright DY | 0.00% | 331 | $12K | New |
| CUE Cue Biopharma Inc. | 0.00% | 50,000 | $11K | New |
| IOO iShares Global 100 ETF | 0.00% | 95 | $11K | New |
| AGZ iShares Agency Bond ETF | 0.00% | 104 | $11K | New |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 85 | $11K | New |
| AVEM Avantis Emerging Markets Eq | 0.00% | 119 | $10K | New |
| GARP iShares MSCI USA Quality Gar | 0.00% | 145 | $9K | New |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 60 | $9K | New |
| AVUV Avantis US Small Cap Value | 0.00% | 78 | $9K | New |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.00% | 235 | $8K | New |
| IEF iShares 7-10 Year Treasury B | 0.00% | 72 | $7K | New |
| IFV First Trust DW Focus 5 Intl | 0.00% | 251 | $6K | New |
| IWD iShares Russell 1000 Value E | 0.00% | 29 | $6K | New |
| RZG Invesco S&P Smallcap 600 Pur | 0.00% | 90 | $5K | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 53 | $5K | New |
| QCLN First Trust Nasdaq Clean Edg | 0.00% | 106 | $5K | New |
| TLH iShares 10-20 Year Treasury | 0.00% | 31 | $3K | New |
| TLT iShares 20+ Year Treasury BD | 0.00% | 36 | $3K | New |
| SCHK Schwab 1000 Index ETF | 0.00% | 60 | $2K | New |
| SCHM Schwab US Mid Cap ETF | 0.00% | 31 | $962 | New |