| JCPB JPMorgan Core Plus Bond ETF | 6.03% | 1,017,906 | $47.5M | Add +21.4% |
| VTI VG Morningstar TS MKT ETF-US | 4.06% | 123,031 | $32.0M | Add +10.2% |
| AVDE Avantis International Equity | 3.74% | 462,883 | $29.5M | Add +14.6% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 3.58% | 740,826 | $28.2M | Add +11.0% |
| JMBS Janus Henderson Mortg Backed | 2.90% | 505,779 | $22.8M | Add +6.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.78% | 436,503 | $21.9M | Add +18.9% |
| SPYG SS SPDR P S&P 500 Growth ETF | 2.71% | 292,093 | $21.4M | Add +16.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.60% | 384,173 | $20.5M | Add +5.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.23% | 335,648 | $17.6M | New |
| BBAG JPMorgan Betabuilders US Agg | 2.12% | 364,921 | $16.7M | Add +38.4% |
| SPEM State Street SP PTF Em ETF | 1.81% | 394,839 | $14.3M | Reduce -18.2% |
| QUAL iShares MSCI USA Quality Fac | 1.69% | 81,137 | $13.3M | Reduce -0.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.52% | 333,681 | $12.0M | Add +19.3% |
| DGRW Wisdomtree U.S. Quality Divi | 1.49% | 154,214 | $11.7M | Add +0.1% |
| DFAS Dimensional US Small Cap ETF | 1.47% | 185,815 | $11.6M | Reduce -23.1% |
| SPIB SS SPDR P Int C Corp. ETF | 1.42% | 341,435 | $11.2M | Reduce -7.6% |
| JPIB JPMorgan Intl BND ETF | 1.39% | 229,848 | $10.9M | Reduce -6.0% |
| AVEM Avantis Emerging Markets Eq | 1.38% | 187,669 | $10.9M | Reduce -22.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.37% | 66,229 | $10.8M | Add +7.4% |
| MSFT Microsoft Corp. | 1.29% | 24,168 | $10.2M | Add +1.9% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.05% | 162,828 | $8.2M | Add +105.6% |
| BSV Vanguard Short-Term Bond ETF | 1.03% | 105,770 | $8.1M | Reduce -2.2% |
| DFAC Dimensional US Core Equity 2 | 0.98% | 240,736 | $7.7M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.98% | 14,702 | $7.7M | Add +4.4% |
| AAPL Apple Inc. | 0.89% | 40,952 | $7.0M | Add +5.9% |
| JMUB JPMorgan Municipal ETF | 0.85% | 132,662 | $6.7M | Add +170.8% |
| AMZN Amazon.com Inc. | 0.84% | 36,782 | $6.6M | Add +0.1% |
| MUB iShares National Muni Bond E | 0.81% | 59,296 | $6.4M | Reduce -2.2% |
| GOOGL Alphabet Inc. Class A | 0.77% | 40,445 | $6.1M | Add +2.8% |
| DFAU Dimensional US Core Equity M | 0.77% | 167,048 | $6.1M | Add +10.3% |
| VEA Vanguard Ftse Developed ETF | 0.76% | 119,855 | $6.0M | Reduce -3.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.69% | 28,296 | $5.4M | Add +1.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.68% | 15,655 | $5.4M | Add +5.4% |
| DFCF Dimensional Core Fixed Inc. | 0.68% | 127,440 | $5.3M | Add +2.9% |
| NVDA Nvidia Corp. | 0.62% | 5,373 | $4.9M | Add +5.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.59% | 98,618 | $4.7M | Reduce -70.4% |
| SCMB Schwab Municipal Bond ETF | 0.57% | 85,637 | $4.5M | New |
| AVGO Broadcom Inc. | 0.54% | 3,230 | $4.3M | Reduce -3.2% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.53% | 163,411 | $4.2M | Add +2.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.51% | 68,774 | $4.0M | Add +20.1% |
| SCHF Schwab Intl Equity ETF | 0.50% | 101,332 | $4.0M | Add +5.0% |
| DFAX Dimensional World Ex US Core | 0.50% | 153,634 | $3.9M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.48% | 23,394 | $3.8M | Add +2.1% |
| CRM Salesforce Inc. | 0.47% | 12,255 | $3.7M | Add +1.1% |
| CVX Chevron Corp. | 0.45% | 22,633 | $3.6M | Add +11.4% |
| WMT Walmart Inc. | 0.45% | 58,871 | $3.5M | Add +1.7% |
| MRK Merck & Co. Inc. | 0.45% | 26,620 | $3.5M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 0.44% | 17,490 | $3.5M | Add +0.6% |
| JNJ Johnson & Johnson | 0.44% | 22,083 | $3.5M | Add +3.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.44% | 85,149 | $3.5M | Add +1.6% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.44% | 53,945 | $3.5M | Reduce -1.4% |
| MA Mastercard Inc. Class A | 0.43% | 7,073 | $3.4M | Add +2.7% |
| AMT American Tower Corp. | 0.43% | 17,203 | $3.4M | Add +15.5% |
| SPSB SS SPDR P St C Corp. ETF | 0.42% | 111,705 | $3.3M | Add +2.5% |
| PEP Pepsico Inc. | 0.42% | 18,969 | $3.3M | Add +7.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.42% | 66,887 | $3.3M | Add +0.9% |
| HD Home Depot Inc. | 0.41% | 8,356 | $3.2M | Add +0.2% |
| KLAC KLA Corp. | 0.40% | 4,566 | $3.2M | Reduce -3.3% |
| USMV iShares MSCI USA Min Vol Fac | 0.40% | 37,945 | $3.2M | Add +5.1% |
| META Meta Platforms Inc. Class A | 0.40% | 6,426 | $3.1M | Add +11.6% |
| CSCO Cisco Systems Inc. | 0.39% | 62,176 | $3.1M | Add +5.2% |
| VWO Vanguard Ftse Emerging Marke | 0.39% | 74,204 | $3.1M | Reduce -13.8% |
| IBDR iShares Ibonds Dec 2026 Term | 0.39% | 129,311 | $3.1M | Reduce -18.0% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.39% | 124,241 | $3.1M | Reduce -17.4% |
| VIG Vanguard Dividend Apprec ETF | 0.39% | 16,690 | $3.0M | Reduce -0.8% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.38% | 126,232 | $3.0M | Reduce -14.4% |
| MCK McKesson Corp. | 0.38% | 5,528 | $3.0M | Reduce -1.1% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.38% | 118,982 | $3.0M | Reduce -13.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.36% | 113,052 | $2.9M | Reduce -3.7% |
| RTX RTX Corp. | 0.36% | 29,211 | $2.8M | Add +3.8% |
| IXUS iShares Core Intl Stock ETF | 0.36% | 41,673 | $2.8M | Add +2.8% |
| MCD McDonald's Corp. | 0.35% | 9,917 | $2.8M | Add +3.8% |
| MDT Medtronic PLC | 0.34% | 30,658 | $2.7M | Add +3.2% |
| SWKS Skyworks Solutions Inc. | 0.34% | 24,429 | $2.6M | Add +2.6% |
| IBDU iShares Ibonds Dec 2029 Term | 0.33% | 114,901 | $2.6M | Reduce -14.4% |
| CMCSA Comcast Corp. Class A | 0.33% | 60,451 | $2.6M | Add +7.4% |
| ESGV Vanguard ESG US Stock ETF | 0.33% | 27,899 | $2.6M | Add +0.6% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.33% | 126,234 | $2.6M | Reduce -14.5% |
| SCHB Schwab US Broad Market ETF | 0.33% | 42,190 | $2.6M | Add +4.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.33% | 44,604 | $2.6M | Reduce -1.7% |
| SUSA iShares ESG Optimized MSCI U | 0.33% | 23,475 | $2.6M | Add +2.8% |
| MCHP Microchip Technology Inc. | 0.33% | 28,565 | $2.6M | Add +9.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.32% | 119,595 | $2.6M | Reduce -14.9% |
| AGG iShares Core U.S. Aggregate | 0.32% | 25,898 | $2.5M | Add +0.4% |
| CAT Caterpillar Inc. | 0.32% | 6,878 | $2.5M | Reduce -2.5% |
| ANET Arista Networks Inc. | 0.32% | 8,621 | $2.5M | Add +22.4% |
| ENB Enbridge Inc. | 0.32% | 69,058 | $2.5M | Add +4.1% |
| VCIT Vanguard Int-Term Corporate | 0.31% | 30,130 | $2.4M | Add +3.8% |
| COF Capital One Financial Corp. | 0.30% | 15,770 | $2.3M | Reduce -4.9% |
| CVS CVS Health Corp. | 0.29% | 28,450 | $2.3M | Add +1.2% |
| DFAI Dimensional International Co. | 0.29% | 74,442 | $2.2M | Add +10.1% |
| IWF iShares Russell 1000 Growth | 0.28% | 6,637 | $2.2M | Reduce -0.2% |
| IBDX iShares Ibonds Dec 2032 TC | 0.28% | 89,170 | $2.2M | Reduce -19.4% |
| BMY Bristol-Myers Squibb Co. | 0.28% | 40,695 | $2.2M | Add +40.4% |
| BX Blackstone Inc. | 0.28% | 16,770 | $2.2M | Reduce -5.5% |
| FDX FedEx Corp. | 0.28% | 7,580 | $2.2M | Add +8.8% |
| DUK Duke Energy Corp. | 0.28% | 22,402 | $2.2M | Add +7.8% |
| CRL Charles River Laboratories | 0.27% | 7,920 | $2.1M | Add +12.6% |
| BLK BlackRock Finance Inc. | 0.27% | 2,567 | $2.1M | Reduce -1.8% |
| WM Waste Management Inc. | 0.27% | 9,951 | $2.1M | Reduce -0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 9,247 | $2.1M | Add +3.8% |
| BND Vanguard Total Bond Market | 0.27% | 28,772 | $2.1M | Add +7.0% |
| VTIP Vanguard Short-Term Tips | 0.26% | 43,128 | $2.1M | Reduce -7.8% |
| SUB iShares Short-Term National | 0.25% | 19,147 | $2.0M | Reduce -70.7% |
| CSX CSX Corp. | 0.25% | 53,666 | $2.0M | Add +1.7% |
| NUE Nucor Corp. | 0.25% | 9,837 | $1.9M | Add +0.8% |
| CI The Cigna Group | 0.24% | 5,243 | $1.9M | Add +4.4% |
| IWD iShares Russell 1000 Value E | 0.24% | 10,612 | $1.9M | Add +6.5% |
| TMUS T-Mobile US Inc. | 0.24% | 11,627 | $1.9M | Add +4.0% |
| ESML iShares ESG Aware MSCI USA S | 0.24% | 46,817 | $1.9M | Add +5.8% |
| NRG NRG Energy Inc. | 0.23% | 27,103 | $1.8M | Reduce -6.5% |
| LPLA LPL Financial Holdings Inc. | 0.23% | 6,804 | $1.8M | Add +13.8% |
| VEEV Veeva Systems Inc. Class A | 0.23% | 7,736 | $1.8M | Add +20.1% |
| BSMO Invesco Bulletshares 2024 MB | 0.23% | 71,970 | $1.8M | Reduce -28.1% |
| VMBS Vanguard Mortgage-Backed Sec | 0.23% | 38,928 | $1.8M | Add +1.2% |
| BSMP Invesco Bulletshares 2025 MB | 0.22% | 71,850 | $1.7M | Reduce -28.3% |
| DFAE Dimensional Emerging Core Eq | 0.22% | 70,453 | $1.7M | Reduce -4.1% |
| NUBD Nuveen ESG US Aggregate Bond | 0.21% | 76,812 | $1.7M | Add +10.4% |
| SPHY SS SPDR P High Yield ETF | 0.21% | 71,094 | $1.7M | Add +20.4% |
| BSMQ Invesco Bulletshares 2026 MB | 0.21% | 68,882 | $1.6M | Reduce -30.0% |
| BSMR Invesco Bulletshares 2027 MB | 0.21% | 68,408 | $1.6M | Reduce -30.1% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.20% | 27,989 | $1.6M | Add +21.3% |
| USFR Wisdomtree Floating Rate Tre | 0.20% | 31,712 | $1.6M | Reduce -8.1% |
| SCHX Schwab US Large-Cap ETF | 0.20% | 25,028 | $1.6M | Reduce -0.3% |
| BSMV Invesco Bulletshares 2031 MB | 0.19% | 69,776 | $1.5M | Reduce -33.1% |
| BSMU Invesco Bulletshares 2030 MB | 0.19% | 67,178 | $1.5M | Reduce -33.0% |
| BSMT Invesco Bulletshares 2029 MB | 0.19% | 63,927 | $1.5M | Reduce -32.7% |
| BSMS Invesco Bulletshares 2028 MB | 0.19% | 63,101 | $1.5M | Reduce -32.5% |
| ALB Albemarle Corp. | 0.18% | 10,936 | $1.4M | Add +15.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.18% | 22,915 | $1.4M | Reduce -1.2% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.18% | 19,834 | $1.4M | Add +29.9% |
| DFAR Dimensional US Real Est ETF | 0.18% | 62,122 | $1.4M | Add +1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.17% | 13,356 | $1.4M | Add +5.0% |
| BIV Vanguard Intermediate-Term B | 0.17% | 17,580 | $1.3M | Reduce -8.3% |
| ACN Accenture PLC Class A | 0.17% | 3,751 | $1.3M | Add +0.3% |
| VXUS Vanguard Total Intl Stock | 0.16% | 20,804 | $1.3M | Add +1.7% |
| BWA Borgwarner Inc. | 0.16% | 35,242 | $1.2M | Add +17.1% |
| ULST SS Ultra Short TM Bond ETF | 0.15% | 29,856 | $1.2M | Reduce -10.1% |
| VNQ Vanguard Real Estate ETF | 0.15% | 13,943 | $1.2M | Add +4.3% |
| IBDP iShares Ibonds Dec 2024 Term | 0.15% | 47,923 | $1.2M | Reduce -10.5% |
| VYM Vanguard High DVD Yield ETF | 0.15% | 9,710 | $1.2M | Reduce -5.5% |
| IDEV iShares Core MSCI Dev MKTS | 0.15% | 17,172 | $1.2M | Add +20.7% |
| CEF Sprott Physical Gold and Sil | 0.15% | 56,552 | $1.2M | Reduce -1.0% |
| SCHV Schwab US Large-Cap Value | 0.15% | 15,063 | $1.1M | Add +21.6% |
| AOA iShares Core 80/20 Aggressiv | 0.15% | 15,570 | $1.1M | Add +2.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.14% | 14,430 | $1.1M | Add +10.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 2,595 | $1.1M | Reduce -3.8% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.14% | 18,773 | $1.1M | Add +15.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 4,062 | $1.1M | Add +1.3% |
| VOO Vanguard S&P 500 ETF | 0.13% | 2,168 | $1.0M | Reduce -0.7% |
| VT Vanguard Tot World STK ETF | 0.13% | 9,298 | $1.0M | Add +3.8% |
| USRT iShares Core US REIT ETF | 0.12% | 18,173 | $978K | Add +1.0% |
| JPST JPMorgan Ultra-Short Income | 0.12% | 19,379 | $978K | Reduce -6.8% |
| AVUS Avantis U.S. Equity ETF | 0.12% | 10,687 | $956K | Add +24.8% |
| GGG Graco Inc. | 0.12% | 10,048 | $939K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 37,050 | $907K | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.11% | 7,301 | $853K | Add +2.4% |
| USHY iShares Broad Usd High Yield | 0.10% | 22,593 | $827K | Reduce -28.7% |
| LLY Eli Lilly & Co. | 0.10% | 1,001 | $779K | Add +1.4% |
| IAGG iShares Intl Aggregate Bond | 0.10% | 15,362 | $767K | Reduce -61.9% |
| IVV iShares Core S&P 500 ETF | 0.10% | 1,432 | $753K | Add +18.4% |
| MTUM iShares MSCI USA Momentum Fa | 0.09% | 3,851 | $721K | Add +3.9% |
| ICSH iShares Ultra Short Duration | 0.09% | 14,205 | $718K | Reduce -22.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.09% | 10,391 | $715K | Reduce -0.0% |
| TJUL Innovator Equity Defined Pro | 0.09% | 26,280 | $691K | No change |
| SCHG Schwab US Large-Cap Growth | 0.09% | 7,344 | $681K | Add +12.2% |
| PFF iShares Preferred & Income S | 0.09% | 21,070 | $679K | Add +4.8% |
| GOLD Gold.com Inc. filed as A-MARK PRECIOUS METALS INC | 0.09% | 22,000 | $675K | No change |
| MDY State Street SPDR S&P Midcap | 0.09% | 1,205 | $670K | Add +65.1% |
| FNDB Schwab Fndmntl US BRD Mr ETF | 0.08% | 9,819 | $651K | Reduce -12.6% |
| VLUE iShares MSCI USA Value Facto | 0.08% | 5,996 | $649K | Add +1.6% |
| BSCO Invesco Bulletshares 2024 CB | 0.08% | 30,407 | $638K | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.08% | 3,015 | $634K | Add +39.6% |
| ORCL Oracle Corp. | 0.08% | 4,964 | $624K | Reduce -2.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.08% | 14,425 | $621K | Reduce -0.4% |
| EFA iShares MSCI Eafe ETF | 0.07% | 7,138 | $570K | Add +20.1% |
| CGGR Cap Group Growth Equity | 0.07% | 17,652 | $565K | Add +18.2% |
| VXF Vanguard Extended Market ETF | 0.07% | 3,129 | $548K | Reduce -2.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.07% | 1,213 | $539K | Add +47.4% |
| PSK SS SPDR Ice Pref Sec ETF | 0.07% | 15,109 | $527K | Reduce -5.2% |
| DUHP Dimensional US High Profi Et | 0.07% | 16,523 | $522K | Add +2.9% |
| FBND Fidelity Total Bond ETF | 0.07% | 11,462 | $519K | Add +3.0% |
| GOOG Alphabet Inc. Class C | 0.06% | 3,356 | $511K | Reduce -7.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.06% | 6,105 | $507K | Reduce -4.0% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 5,829 | $470K | Add +15.0% |
| IVLU iShares MSCI International V | 0.06% | 16,608 | $469K | Reduce -0.1% |
| HDV iShares Core High Dividend E | 0.06% | 4,159 | $458K | No change |
| IJH iShares Core S&P Midcap ETF | 0.06% | 7,530 | $457K | Add +9.5% |
| CEG Constellation Energy | 0.06% | 2,428 | $449K | New |
| XLP SS Consumer Staples Sel Sect | 0.05% | 5,615 | $429K | Reduce -4.6% |
| ESGU iShares ESG Aware MSCI USA | 0.05% | 3,564 | $410K | Add +21.2% |
| ACWV iShares MSCI Global Min Vol | 0.05% | 3,869 | $407K | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.05% | 400 | $407K | No change |
| SCHO Schwab Short-Term US Treas | 0.05% | 8,380 | $404K | Add +20.1% |
| ESGD iShares Trust iShares ESG Aw | 0.05% | 5,026 | $402K | Add +22.2% |
| IJR iShares Core S&P Small-Cap E | 0.05% | 3,487 | $385K | Add +2.2% |
| TAXF American Century Diver Muni | 0.05% | 7,556 | $382K | Reduce -8.8% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 4,518 | $382K | No change |
| XOM Exxon Mobil Corp. | 0.05% | 3,276 | $381K | Reduce -1.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.05% | 7,389 | $379K | No change |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.05% | 944 | $375K | Add +46.6% |
| HON Honeywell International Inc. | 0.05% | 1,817 | $373K | Add +8.2% |
| KR Kroger Co. | 0.05% | 6,417 | $367K | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.05% | 17,943 | $367K | Add +0.2% |
| KO The Coca-Cola Co. | 0.05% | 5,901 | $361K | Reduce -1.6% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.04% | 15,887 | $345K | Reduce -59.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.04% | 1,371 | $343K | Reduce -3.5% |
| IEMG iShares Core MSCI Emerging | 0.04% | 6,592 | $340K | Add +22.3% |
| DIHP Dimensional International Hi | 0.04% | 12,616 | $340K | Add +3.0% |
| IVE iShares S&P 500 Value ETF | 0.04% | 1,805 | $337K | No change |
| GBIL Goldman Sachs Access Treasur | 0.04% | 3,306 | $334K | Reduce -22.2% |
| ABBV Abbvie Inc. | 0.04% | 1,801 | $328K | Reduce -22.1% |
| CGSD Cap Group Short Duration | 0.04% | 12,817 | $325K | Add +10.8% |
| ITOT iShares Core S&P Total U.S. | 0.04% | 2,821 | $325K | Reduce -2.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.04% | 8,562 | $325K | Add +23.6% |
| XLE SS Energy Select Sector | 0.04% | 3,419 | $323K | Reduce -7.5% |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 3,044 | $316K | Add +18.4% |
| LMT Lockheed Martin Corp. | 0.04% | 659 | $300K | Reduce -1.5% |
| ISCF iShares International Small | 0.04% | 9,028 | $298K | Reduce -94.8% |
| SYK Stryker Corp. | 0.04% | 827 | $296K | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.04% | 1,846 | $288K | Reduce -0.9% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.04% | 1,533 | $287K | Reduce -3.8% |
| STIP iShares 0-5 Year Tips Bond E | 0.04% | 2,861 | $285K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.04% | 5,126 | $279K | Add +14.1% |
| EXC Exelon Corp. | 0.03% | 7,225 | $271K | New |
| EVRG Evergy Inc. | 0.03% | 4,996 | $267K | Reduce -2.0% |
| IQLT iShares MSCI International Q | 0.03% | 6,695 | $266K | Reduce -0.2% |
| VGSH Vanguard Short-Term Treasury | 0.03% | 4,569 | $265K | Reduce -7.0% |
| V Visa Inc. Class A | 0.03% | 942 | $263K | Add +0.5% |
| IAU iShares Gold Trust | 0.03% | 6,207 | $261K | Reduce -28.9% |
| IWP iShares Russell Mid-Cap Grow | 0.03% | 2,251 | $257K | Reduce -2.8% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.03% | 6,601 | $257K | Add +2.2% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.03% | 2,475 | $255K | Reduce -3.9% |
| IWO iShares Russell 2000 Growth | 0.03% | 932 | $252K | Reduce -1.8% |
| YUM Yum! Brands Inc. | 0.03% | 1,809 | $251K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 1,875 | $246K | No change |
| EPS Wisdomtree US Large Cap Fund | 0.03% | 4,390 | $243K | Reduce -4.1% |
| BSCQ Invesco Bulletshares 2026 CB | 0.03% | 12,483 | $240K | Add +0.3% |
| ABT Abbott Laboratories | 0.03% | 2,069 | $235K | Add +1.6% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.03% | 7,371 | $229K | New |
| UNP Union Pacific Corp. | 0.03% | 921 | $227K | Add +2.3% |
| IUSV iShares Core S&P U.S. Value | 0.03% | 2,400 | $217K | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 755 | $216K | New |
| VIGI Vanguard Int Div App Indx FD | 0.03% | 2,602 | $212K | New |
| SPTS SS SPDR P St Term TSY ETF | 0.03% | 7,320 | $212K | No change |
| GILD Gilead Sciences Inc. | 0.03% | 2,873 | $210K | Reduce -52.2% |
| SHYM iShares Short Duration High | 0.03% | 9,298 | $209K | New |
| BBHY JPMorgan Betabuilders Usd Hi | 0.03% | 4,440 | $205K | New |
| DHR Danaher Corp. | 0.03% | 821 | $205K | New |
| CGMU Cap Group Municipal Income | 0.03% | 7,566 | $204K | New |