| IVV iShares Core S&P 500 ETF | 16.09% | 192,997 | $129.2M | Add +3.6% |
| AVDE Avantis International Equity | 6.37% | 648,068 | $51.1M | Add +4.2% |
| AVUS Avantis U.S. Equity ETF | 5.18% | 382,514 | $41.6M | Add +4.5% |
| VGIT Vanguard Intermediate-Term T | 4.04% | 540,773 | $32.5M | Add +8.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.00% | 641,405 | $32.1M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.94% | 47,452 | $31.6M | Reduce -0.1% |
| IDEV iShares Core MSCI Dev MKTS | 3.46% | 347,007 | $27.8M | Add +10.0% |
| AAPL Apple Inc. | 3.09% | 97,411 | $24.8M | Add +0.6% |
| AVEM Avantis Emerging Markets Eq | 2.04% | 217,549 | $16.3M | Add +3.6% |
| IEMG iShares Core MSCI Emerging | 1.98% | 241,222 | $15.9M | Add +4.0% |
| AOR iShares Core 60/40 Balanced | 1.89% | 235,663 | $15.2M | Add +10.8% |
| NVDA Nvidia Corp. | 1.65% | 70,847 | $13.2M | Reduce -1.3% |
| IEFA iShares Core MSCI Eafe ETF | 1.51% | 138,417 | $12.1M | Reduce -1.4% |
| AVES Avantis Emerging Markets Val | 1.43% | 200,377 | $11.5M | Add +3.2% |
| IAU iShares Gold Trust | 1.40% | 154,332 | $11.2M | Add +0.6% |
| AVUV Avantis US Small Cap Value | 1.17% | 94,095 | $9.4M | Add +7.4% |
| VEA Vanguard Ftse Developed ETF | 1.09% | 146,427 | $8.8M | Add +0.4% |
| VTI VG Morningstar TS MKT ETF-US | 1.07% | 26,083 | $8.6M | Add +0.6% |
| MSFT Microsoft Corp. | 1.00% | 15,519 | $8.0M | Reduce -2.1% |
| ESGV Vanguard ESG US Stock ETF | 0.95% | 64,081 | $7.6M | Reduce -7.4% |
| MUB iShares National Muni Bond E | 0.92% | 69,115 | $7.4M | Reduce -7.7% |
| VOO Vanguard S&P 500 ETF | 0.90% | 11,802 | $7.2M | Reduce -1.9% |
| GOOG Alphabet Inc. Class C | 0.89% | 29,202 | $7.1M | Add +2.6% |
| CRBN Ish Low Car Opt Ms Ac ETF-US | 0.85% | 30,119 | $6.8M | Add +7.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.74% | 43,138 | $5.9M | Reduce -8.7% |
| AMZN Amazon.com Inc. | 0.72% | 26,364 | $5.8M | Reduce -15.6% |
| EFA iShares MSCI Eafe ETF | 0.68% | 58,730 | $5.5M | Reduce -4.0% |
| ESGD iShares Trust iShares ESG Aw | 0.67% | 57,446 | $5.3M | Reduce -6.6% |
| IJH iShares Core S&P Midcap ETF | 0.62% | 75,674 | $4.9M | Reduce -1.6% |
| AVGO Broadcom Inc. | 0.61% | 14,830 | $4.9M | Add +1.7% |
| IWM iShares Russell 2000 ETF | 0.59% | 19,457 | $4.7M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.55% | 18,030 | $4.4M | Reduce -2.3% |
| ACWI iShares MSCI Acwi ETF | 0.53% | 31,002 | $4.3M | Add +0.3% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.52% | 95,348 | $4.2M | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.52% | 22,721 | $4.1M | New |
| PG The Procter & Gamble Co. | 0.51% | 26,875 | $4.1M | Add +2.3% |
| META Meta Platforms Inc. Class A | 0.49% | 5,342 | $3.9M | Add +10.6% |
| JPM JPMorgan Chase & Co. | 0.47% | 11,979 | $3.8M | Add +0.0% |
| NUSC Nuveen ESG Small-Cap ETF | 0.46% | 84,525 | $3.7M | Reduce -2.6% |
| XVV iShares ESG Select Screened | 0.41% | 63,847 | $3.3M | Reduce -9.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 9,890 | $2.8M | Add +1.8% |
| LLY Eli Lilly & Co. | 0.34% | 3,601 | $2.7M | Add +3.5% |
| VT Vanguard Tot World STK ETF | 0.33% | 19,025 | $2.6M | Add +18.5% |
| LIN Linde PLC | 0.32% | 5,485 | $2.6M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.32% | 5,113 | $2.6M | Add +1.4% |
| VWO Vanguard Ftse Emerging Marke | 0.32% | 47,258 | $2.6M | Reduce -1.6% |
| SCHF Schwab Intl Equity ETF | 0.32% | 108,904 | $2.5M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.31% | 10,832 | $2.5M | Add +11.7% |
| XLK SS Technology Select Sector | 0.31% | 8,806 | $2.5M | Reduce -3.3% |
| ORCL Oracle Corp. | 0.29% | 8,310 | $2.3M | Reduce -2.5% |
| V Visa Inc. Class A | 0.29% | 6,790 | $2.3M | Add +1.8% |
| KO The Coca-Cola Co. | 0.27% | 33,102 | $2.2M | Add +16.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.27% | 3,648 | $2.2M | Reduce -0.9% |
| DELL Dell Technologies -C | 0.27% | 15,393 | $2.2M | Reduce -21.4% |
| PEP Pepsico Inc. | 0.27% | 15,197 | $2.1M | Reduce -0.6% |
| EEM iShares MSCI Emerging Market | 0.26% | 39,085 | $2.1M | Reduce -3.5% |
| HD Home Depot Inc. | 0.24% | 4,703 | $1.9M | Add +4.4% |
| IWF iShares Russell 1000 Growth | 0.23% | 4,019 | $1.9M | No change |
| NFLX Netflix Inc. | 0.23% | 1,523 | $1.8M | Add +22.2% |
| TRV The Travelers Cos Inc. | 0.22% | 6,434 | $1.8M | Reduce -3.2% |
| SCHB Schwab US Broad Market ETF | 0.21% | 66,151 | $1.7M | Reduce -3.9% |
| ABT Abbott Laboratories | 0.21% | 12,698 | $1.7M | Add +1.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.21% | 8,122 | $1.7M | Add +4.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 14,525 | $1.7M | Add +0.6% |
| PFE Pfizer Inc. | 0.20% | 64,271 | $1.6M | Add +3.6% |
| LRCX Lam Research Corp. | 0.20% | 11,821 | $1.6M | Add +4.4% |
| MA Mastercard Inc. Class A | 0.19% | 2,626 | $1.5M | Add +6.6% |
| MRK Merck & Co. Inc. | 0.19% | 17,719 | $1.5M | Reduce -1.1% |
| AMD Advanced Micro Devices | 0.18% | 9,132 | $1.5M | Add +0.6% |
| AXP American Express Co. | 0.18% | 4,251 | $1.4M | Add +4.8% |
| INTU Intuit Inc. | 0.17% | 2,011 | $1.4M | Add +4.8% |
| GLD SPDR Gold Shares | 0.16% | 3,573 | $1.3M | No change |
| ESML iShares ESG Aware MSCI USA S | 0.16% | 28,141 | $1.3M | Add +3.2% |
| COST Costco Wholesale Corp. | 0.16% | 1,357 | $1.3M | Add +0.3% |
| GILD Gilead Sciences Inc. | 0.15% | 10,873 | $1.2M | Add +184.3% |
| TSLA Tesla Inc. | 0.15% | 2,706 | $1.2M | Reduce -0.7% |
| GS Goldman Sachs Group Inc. | 0.15% | 1,502 | $1.2M | Add +4.4% |
| WMT Walmart Inc. | 0.15% | 11,601 | $1.2M | Reduce -2.5% |
| CAT Caterpillar Inc. | 0.15% | 2,500 | $1.2M | Add +3.6% |
| UNP Union Pacific Corp. | 0.15% | 5,007 | $1.2M | Reduce -8.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 4,159 | $1.2M | Reduce -0.4% |
| INTC Intel Corp. | 0.15% | 34,786 | $1.2M | Reduce -36.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.15% | 4,587 | $1.2M | Reduce -0.2% |
| LUMN Lumen Technologies Inc. | 0.14% | 185,078 | $1.1M | Reduce -13.9% |
| ADP Automatic Data Processing | 0.14% | 3,746 | $1.1M | Add +1.1% |
| T AT&T Inc. | 0.14% | 38,781 | $1.1M | Add +3.8% |
| BX Blackstone Inc. | 0.13% | 6,327 | $1.1M | Add +4.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.13% | 7,417 | $1.1M | Reduce -9.8% |
| XOM Exxon Mobil Corp. | 0.13% | 9,381 | $1.1M | Reduce -3.9% |
| WELL Welltower Inc. | 0.13% | 5,928 | $1.1M | Add +24.1% |
| IWD iShares Russell 1000 Value E | 0.13% | 5,148 | $1.0M | No change |
| BKNG Booking Holdings Inc. | 0.13% | 191 | $1.0M | Add +0.5% |
| UBER Uber Technologies Inc. | 0.13% | 10,400 | $1.0M | Reduce -5.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.13% | 1,046 | $1.0M | Add +3.8% |
| JNJ Johnson & Johnson | 0.13% | 5,433 | $1.0M | Add +0.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.12% | 3,250 | $1.0M | No change |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 3,347 | $996K | Reduce -4.5% |
| LOW Lowe's Cos Inc. | 0.12% | 3,890 | $978K | Add +50.6% |
| CRM Salesforce Inc. | 0.12% | 4,078 | $967K | No change |
| QCOM Qualcomm Inc. | 0.12% | 5,807 | $966K | Add +1.9% |
| MS Morgan Stanley | 0.12% | 6,045 | $961K | Add +6.1% |
| AMAT Applied Materials Inc. | 0.12% | 4,682 | $959K | Reduce -3.8% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.12% | 8,679 | $946K | Add +68.1% |
| NOW ServiceNow Inc. | 0.12% | 1,016 | $935K | Add +2.6% |
| SPGI S&P Global Inc. | 0.12% | 1,908 | $929K | Add +4.6% |
| GEV GE Vernova Inc. | 0.11% | 1,470 | $904K | Add +114.3% |
| VZ Verizon Communications Inc. | 0.11% | 20,365 | $895K | Add +3.9% |
| IBN Icici Bank Ltd.-Spon ADR | 0.11% | 28,960 | $875K | Add +7.1% |
| BSX Boston Scientific Corp. | 0.10% | 8,473 | $827K | Reduce -2.2% |
| PANW Palo Alto Networks Inc. | 0.10% | 4,056 | $826K | Add +69.8% |
| SONY Sony Group Corp. - SP ADR | 0.10% | 28,410 | $818K | Add +3.8% |
| C Citigroup Inc. | 0.10% | 8,047 | $817K | Add +1.4% |
| NAGE Niagen Bioscience Inc. | 0.10% | 85,000 | $793K | No change |
| ANET Arista Networks Inc. | 0.10% | 5,431 | $791K | Reduce -3.9% |
| WAB Wabtec Corp. | 0.10% | 3,916 | $785K | Reduce -5.1% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.10% | 40,123 | $772K | Add +39.9% |
| CVX Chevron Corp. | 0.09% | 4,887 | $759K | Add +7.2% |
| COF Capital One Financial Corp. | 0.09% | 3,545 | $754K | Add +64.5% |
| CIB Grupo Cibest SA-ADR | 0.09% | 14,332 | $744K | Reduce -1.2% |
| DOV Dover Corp. | 0.09% | 4,448 | $742K | Reduce -31.2% |
| NBIS Nebius Group NV | 0.09% | 6,607 | $742K | Add +0.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.09% | 17,156 | $734K | Add +0.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 2,472 | $726K | Reduce -0.6% |
| PM Philip Morris International | 0.09% | 4,446 | $721K | Reduce -0.0% |
| A Agilent Technologies Inc. | 0.09% | 5,597 | $718K | Add +5.3% |
| VIG Vanguard Dividend Apprec ETF | 0.09% | 3,322 | $717K | Reduce -2.1% |
| ISRG Intuitive Surgical Inc. | 0.09% | 1,599 | $715K | Add +81.5% |
| BNL Broadstone Net Lease Inc. | 0.09% | 39,942 | $714K | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.09% | 13,944 | $712K | Add +0.7% |
| CME Cme Group Inc. | 0.09% | 2,632 | $711K | Add +8.7% |
| PNC PNC Financial Services Group | 0.09% | 3,519 | $707K | Add +9.7% |
| AMGN Amgen Inc. | 0.09% | 2,471 | $697K | Add +0.7% |
| AWK American Water Works Co. Inc. | 0.09% | 5,000 | $696K | New |
| PHYS Sprott Physical Gold Trust | 0.09% | 23,327 | $691K | No change |
| TMUS T-Mobile US Inc. | 0.09% | 2,866 | $686K | Reduce -5.7% |
| PWR Quanta Services Inc. | 0.08% | 1,628 | $675K | Reduce -6.1% |
| BALL Ball Corp. | 0.08% | 13,259 | $669K | Add +8.8% |
| UNH Unitedhealth Group Inc. | 0.08% | 1,925 | $665K | Reduce -17.5% |
| EMSF Matthews Em Sustainable | 0.08% | 22,677 | $663K | Add +26.3% |
| MDY State Street SPDR S&P Midcap | 0.08% | 1,111 | $662K | No change |
| DASH DoorDash Inc. Class A | 0.08% | 2,370 | $645K | Add +17.1% |
| KLAC KLA Corp. | 0.08% | 596 | $643K | Add +58.9% |
| ALL Allstate Corp. | 0.08% | 2,968 | $637K | Reduce -0.1% |
| STRL Sterling Infrastructure Inc. | 0.08% | 1,868 | $635K | No change |
| EPD Enterprise Products Partners | 0.08% | 20,275 | $634K | Add +0.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 1,314 | $630K | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 1,275 | $618K | Reduce -0.1% |
| SYK Stryker Corp. | 0.08% | 1,664 | $615K | Reduce -1.8% |
| RS Reliance Inc. | 0.08% | 2,187 | $614K | Reduce -1.8% |
| JCI Johnson Controls Internation | 0.08% | 5,551 | $610K | Add +14.3% |
| CSCO Cisco Systems Inc. | 0.08% | 8,862 | $606K | Add +8.1% |
| ASX Ase Technology Holding -ADR | 0.07% | 54,080 | $600K | Add +9.9% |
| SCHW Schwab (charles) Corp. | 0.07% | 6,258 | $597K | Add +15.3% |
| NMR Nomura Holdings Inc.-Spon ADR | 0.07% | 80,881 | $588K | Add +4.5% |
| RELX Relx PLC - Spon ADR | 0.07% | 12,177 | $582K | Add +43.8% |
| SYY Sysco Corp. | 0.07% | 6,887 | $567K | Add +6.8% |
| HON Honeywell International Inc. | 0.07% | 2,687 | $566K | Reduce -0.4% |
| ACN Accenture PLC Class A | 0.07% | 2,287 | $564K | Reduce -37.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.07% | 4,704 | $562K | No change |
| XYL Xylem Inc. | 0.07% | 3,793 | $560K | New |
| WF Woori Financial-Spon ADR | 0.07% | 9,962 | $559K | Add +12.6% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.07% | 585 | $558K | Reduce -17.6% |
| WIT Wipro Ltd.-ADR | 0.07% | 209,429 | $551K | Add +27.6% |
| CBRE CBRE Group Inc. Class A | 0.07% | 3,470 | $547K | Add +8.9% |
| MCO Moody's Corp. | 0.07% | 1,142 | $544K | Add +4.4% |
| IJR iShares Core S&P Small-Cap E | 0.07% | 4,570 | $543K | Reduce -0.5% |
| ADSK Autodesk Inc. | 0.07% | 1,697 | $539K | Reduce -7.1% |
| SNPS Synopsys Inc. | 0.07% | 1,092 | $539K | Add +17.0% |
| DOCN Digitalocean Holdings Inc. | 0.07% | 15,656 | $535K | Add +5.4% |
| CB Chubb Ltd. | 0.07% | 1,862 | $526K | Reduce -0.1% |
| IWB iShares Russell 1000 ETF | 0.06% | 1,406 | $514K | No change |
| BMY Bristol-Myers Squibb Co. | 0.06% | 11,287 | $509K | Add +56.5% |
| PGR Progressive Corp. | 0.06% | 2,046 | $505K | Reduce -1.5% |
| VXF Vanguard Extended Market ETF | 0.06% | 2,410 | $505K | No change |
| MELI MercadoLibre Inc. | 0.06% | 214 | $500K | Add +0.5% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.06% | 6,988 | $496K | Reduce -41.2% |
| MVIS Microvision Inc. | 0.06% | 400,000 | $496K | No change |
| HCA HCA Healthcare Inc. | 0.06% | 1,148 | $489K | Add +0.9% |
| GSK GSK PLC-Spon ADR | 0.06% | 11,217 | $484K | New |
| SDY SS SPDR S&P Dividend ETF | 0.06% | 3,436 | $481K | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.06% | 3,391 | $478K | No change |
| USB US Bancorp | 0.06% | 9,888 | $478K | Add +28.6% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 2,470 | $469K | No change |
| LMT Lockheed Martin Corp. | 0.06% | 932 | $465K | Reduce -0.8% |
| EBAY eBay Inc. | 0.06% | 5,073 | $461K | Add +80.5% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.06% | 4,248 | $461K | New |
| VIV Telefonica Brasil-ADR | 0.06% | 36,034 | $459K | Add +48.1% |
| ITW Illinois Tool Works | 0.06% | 1,756 | $458K | Add +25.7% |
| INFY Infosys Ltd.-SP ADR | 0.06% | 27,639 | $450K | Add +10.0% |
| HMC Honda Motor Co. Ltd.-Spons ADR | 0.06% | 14,595 | $450K | Add +4.6% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 1,490 | $448K | Reduce -1.4% |
| CTAS Cintas Corp. | 0.06% | 2,153 | $442K | Reduce -7.9% |
| MU Micron Technology Inc. | 0.06% | 2,640 | $442K | Reduce -13.2% |
| TFC Truist Financial Corp. | 0.05% | 9,616 | $440K | Reduce -9.5% |
| RTX RTX Corp. | 0.05% | 2,606 | $436K | Reduce -3.2% |
| SIVR Abrdn Physical Silver Shares | 0.05% | 9,618 | $428K | No change |
| TT Trane Technologies PLC | 0.05% | 1,012 | $427K | Add +18.5% |
| FISV Fiserv Inc. | 0.05% | 3,309 | $427K | Reduce -6.0% |
| PLD Prologis Inc. | 0.05% | 3,721 | $426K | Add +0.0% |
| GRMN Garmin Ltd. | 0.05% | 1,724 | $425K | Add +2.9% |
| DE Deere & Co. | 0.05% | 918 | $420K | Reduce -36.6% |
| SCHX Schwab US Large-Cap ETF | 0.05% | 15,451 | $407K | Add +0.8% |
| MCD McDonald's Corp. | 0.05% | 1,328 | $403K | Reduce -0.1% |
| PTC PTC Inc. | 0.05% | 1,971 | $400K | Add +41.5% |
| FAST Fastenal Co. | 0.05% | 8,042 | $394K | Add +42.9% |
| AVXC Avantis Emg MKT Ex China ETF | 0.05% | 6,578 | $394K | No change |
| SPG Simon Property Group Inc. | 0.05% | 2,088 | $392K | Add +32.6% |
| BABA Alibaba Group Holding-SP ADR | 0.05% | 2,191 | $392K | Add +22.8% |
| RPM RPM International Inc. | 0.05% | 3,321 | $392K | New |
| NVS Novartis AG-Sponsored ADR | 0.05% | 3,008 | $386K | Reduce -13.7% |
| REGN Regeneron Pharmaceuticals | 0.05% | 684 | $385K | New |
| SNY Sanofi-ADR | 0.05% | 8,076 | $381K | Add +4.4% |
| PCAR Paccar Inc. | 0.05% | 3,863 | $380K | Reduce -15.0% |
| SPOT Spotify Technology SA | 0.05% | 540 | $377K | Add +70.9% |
| OTIS Otis Worldwide Corp. | 0.05% | 4,105 | $375K | Add +28.2% |
| ICE Intercontinental Exchange Inc. | 0.05% | 2,223 | $375K | Add +4.9% |
| CDNS Cadence Design SYS Inc. | 0.05% | 1,065 | $374K | Reduce -5.1% |
| UMC United Microelectron-SP ADR | 0.05% | 49,188 | $373K | Add +38.6% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.05% | 11,098 | $370K | Reduce -2.6% |
| KB KB Financial Group Inc.-ADR filed as KB FINL GROUP INC | 0.05% | 4,413 | $366K | Add +22.2% |
| ITOT iShares Core S&P Total U.S. | 0.05% | 2,509 | $365K | No change |
| TIP iShares Tips Bond ETF | 0.05% | 3,282 | $365K | New |
| BR Broadridge Financial Solutio | 0.05% | 1,531 | $365K | Add +8.9% |
| LYV Live Nation Entertainment Inc. | 0.04% | 2,206 | $360K | Reduce -17.2% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.04% | 5,295 | $357K | Reduce -4.2% |
| MSI Motorola Solutions Inc. | 0.04% | 779 | $356K | Reduce -4.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.04% | 6,500 | $352K | No change |
| TTWO Take-Two Interactive Softwre | 0.04% | 1,359 | $351K | Add +15.9% |
| VDE Vanguard Energy ETF | 0.04% | 2,789 | $351K | No change |
| BP BP PLC-Spons ADR | 0.04% | 10,113 | $349K | Reduce -0.1% |
| FERG Ferguson Enterprises Inc. | 0.04% | 1,549 | $348K | Add +23.5% |
| BDX Becton Dickinson and Co. | 0.04% | 1,819 | $340K | New |
| RSPT Invesco S&P 500 Equal Weight | 0.04% | 7,611 | $339K | Add +0.1% |
| SAP Sap SE-Sponsored ADR | 0.04% | 1,268 | $339K | Reduce -6.5% |
| AIG American International Group | 0.04% | 4,287 | $337K | Reduce -28.1% |
| KDP Keurig Dr Pepper Inc. | 0.04% | 12,979 | $331K | Add +35.1% |
| MO Altria Group Inc. | 0.04% | 4,943 | $327K | Add +0.7% |
| UL Unilever PLC | 0.04% | 5,493 | $326K | Reduce -34.8% |
| FNB FNB Corp. | 0.04% | 20,166 | $325K | Add +0.0% |
| O Realty Income Corp. | 0.04% | 5,313 | $323K | New |
| HUBB Hubbell Inc. | 0.04% | 747 | $321K | Add +16.9% |
| URI United Rentals Inc. | 0.04% | 335 | $320K | Reduce -36.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.04% | 4,343 | $319K | Add +0.2% |
| CL Colgate-Palmolive Co. | 0.04% | 3,989 | $319K | Reduce -19.1% |
| VGT Vanguard Info Tech ETF | 0.04% | 424 | $317K | No change |
| ROK Rockwell Automation Inc. | 0.04% | 905 | $316K | Add +22.5% |
| VRSK Verisk Analytics Inc. | 0.04% | 1,255 | $316K | Reduce -2.9% |
| KT KT Corp.-SP ADR | 0.04% | 16,043 | $313K | Reduce -9.5% |
| KEYS Keysight Technologies Inc. | 0.04% | 1,780 | $311K | New |
| PAYX Paychex Inc. | 0.04% | 2,419 | $307K | Add +10.2% |
| CARR Carrier Global Corp. | 0.04% | 5,086 | $304K | Reduce -30.8% |
| CVMC Calvert US Mcap Core Resp | 0.04% | 4,747 | $301K | New |
| XCEM Columbia Em Core Ex-China | 0.04% | 8,278 | $301K | No change |
| DLR Digital Realty Trust Inc. | 0.04% | 1,700 | $294K | Add +20.4% |
| WFC Wells Fargo & Co. | 0.04% | 3,484 | $292K | Add +12.9% |
| XLF SS Financial Select Sector | 0.04% | 5,407 | $291K | Reduce -13.9% |
| VMI Valmont Industries | 0.04% | 750 | $291K | No change |
| LYG Lloyds Banking Group PLC-ADR | 0.04% | 62,797 | $285K | Add +58.2% |
| TAK Takeda Pharmaceutic-SP ADR | 0.04% | 19,458 | $285K | New |
| SHOP Shopify Inc. Class A | 0.04% | 1,915 | $285K | Reduce -20.4% |
| TEL Te Connectivity PLC | 0.04% | 1,290 | $283K | Reduce -59.8% |
| SCHA Schwab US Small-Cap ETF | 0.04% | 10,077 | $281K | Add +2.1% |
| LNG Cheniere Energy Inc. | 0.04% | 1,196 | $281K | Add +12.0% |
| BIIB Biogen Inc. | 0.03% | 1,988 | $278K | New |
| ESGG NT Stoxx GLBL ESG ETF | 0.03% | 1,407 | $278K | No change |
| HDB HDFC Bank Ltd.-ADR | 0.03% | 8,103 | $277K | Reduce -43.9% |
| ACWV iShares MSCI Global Min Vol | 0.03% | 2,302 | $276K | No change |
| TS Tenaris SA-ADR | 0.03% | 7,692 | $275K | New |
| IBIT iShares Bitcoin Trust ETF | 0.03% | 4,191 | $272K | New |
| MPLX MPLX LP | 0.03% | 5,376 | $269K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 546 | $268K | Reduce -9.0% |
| ETN Eaton Corp. PLC | 0.03% | 699 | $262K | Add +5.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 5,018 | $259K | Add +4.5% |
| CPNG Coupang Inc. | 0.03% | 8,016 | $258K | No change |
| EQIX Equinix Inc. | 0.03% | 329 | $258K | Reduce -26.4% |
| CHKP Check Point Software Tech | 0.03% | 1,242 | $257K | Reduce -4.9% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.03% | 15,344 | $257K | Reduce -14.0% |
| MNST Monster Beverage Corp. | 0.03% | 3,761 | $253K | New |
| NEE Nextera Energy Inc. | 0.03% | 3,327 | $251K | Reduce -0.0% |
| NXPI NXP Semiconductors NV | 0.03% | 1,097 | $250K | New |
| DHR Danaher Corp. | 0.03% | 1,249 | $248K | Reduce -21.8% |
| VMC Vulcan Materials Co. | 0.03% | 796 | $245K | New |
| PRU Prudential Financial Inc. | 0.03% | 2,345 | $243K | Reduce -6.0% |
| WCN Waste Connections Inc. | 0.03% | 1,376 | $242K | Add +2.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.03% | 2,522 | $240K | Reduce -7.5% |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 2,378 | $237K | Add +4.7% |
| SNA Snap-on Inc. | 0.03% | 683 | $237K | New |
| LPL LG Display Co. Ltd.-ADR | 0.03% | 45,120 | $236K | Add +155.0% |
| IT Gartner Inc. | 0.03% | 884 | $232K | New |
| CMI Cummins Inc. | 0.03% | 544 | $230K | New |
| GD General Dynamics Corp. | 0.03% | 666 | $227K | New |
| STZ Constellation Brands Inc. Class A | 0.03% | 1,686 | $227K | Reduce -9.7% |
| VTHR Vanguard Russell 3000 | 0.03% | 771 | $227K | No change |
| ECL Ecolab Inc. | 0.03% | 826 | $226K | Reduce -13.4% |
| ADBE Adobe Inc. | 0.03% | 641 | $226K | Reduce -51.4% |
| VEU Vanguard Ftse All-World Ex-U | 0.03% | 3,159 | $225K | Add +1.8% |
| VTWO Vanguard Russell 2000 ETF | 0.03% | 2,303 | $225K | Add +0.0% |
| DFAS Dimensional US Small Cap ETF | 0.03% | 3,282 | $225K | No change |
| MDLZ Mondelez International Inc. Class A | 0.03% | 3,562 | $223K | Reduce -37.0% |
| COLB Columbia Banking System Inc. | 0.03% | 8,567 | $221K | Add +0.0% |
| SCHD Schwab US DVD Equity ETF | 0.03% | 8,064 | $220K | Add +1.9% |
| VRT Vertiv Holdings Co. Class A | 0.03% | 1,440 | $217K | New |
| CI The Cigna Group | 0.03% | 745 | $215K | New |
| FLUT Flutter Entertainment PLC-Di | 0.03% | 840 | $213K | New |
| MDT Medtronic PLC | 0.03% | 2,225 | $212K | Reduce -15.6% |
| BLK BlackRock Inc. | 0.03% | 181 | $211K | Reduce -13.0% |
| MET Metlife Inc. | 0.03% | 2,558 | $211K | Reduce -3.1% |
| MSTR Strategy Inc. | 0.03% | 652 | $210K | New |
| DFAI Dimensional International Co. | 0.03% | 5,774 | $210K | New |
| AMT American Tower Corp. | 0.03% | 1,077 | $207K | Reduce -42.7% |
| NDAQ Nasdaq Inc. | 0.03% | 2,336 | $207K | New |
| CAG Conagra Brands Inc. | 0.03% | 11,277 | $206K | Reduce -18.4% |
| COR Cencora Inc. | 0.03% | 656 | $205K | New |
| BIDU Baidu Inc. - Spon ADR | 0.03% | 1,537 | $203K | New |
| DD Dupont DE Nemours Inc. | 0.03% | 2,590 | $202K | Reduce -40.3% |
| HSY The Hershey Co. | 0.03% | 1,077 | $201K | Reduce -30.5% |
| UHAL.B U-Haul Holding Co.-Non Voting | 0.03% | 3,957 | $201K | New |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 1,767 | $201K | Reduce -12.6% |
| GGB Gerdau SA -Spon ADR | 0.02% | 51,269 | $159K | Reduce -29.4% |
| SAN Banco Santander SA-Spon ADR | 0.01% | 11,125 | $117K | Reduce -54.3% |
| ABEV Ambev SA-ADR | 0.01% | 47,514 | $106K | Add +225.5% |
| NOK Nokia Corp.-Spon ADR | 0.01% | 17,189 | $83K | Reduce -13.6% |
| TELFY Telefonica SA-Spon ADR | 0.01% | 14,521 | $74K | Reduce -6.3% |
| GRAB Grab Holdings Ltd. Class A | 0.01% | 10,063 | $61K | New |