| JCPB JPMorgan Core Plus Bond ETF | 6.64% | 1,936,795 | $90.9M | Add +7.5% |
| AVDE Avantis International Equity | 4.53% | 694,974 | $62.0M | Add +12.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 4.51% | 1,226,088 | $61.8M | Add +5.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.99% | 459,393 | $54.7M | Reduce -5.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.82% | 859,839 | $52.3M | Reduce -2.2% |
| VTI VG Morningstar TS MKT ETF-US | 3.60% | 133,385 | $49.4M | Add +3.8% |
| SPIB SS SPDR P Int C Corp. ETF | 3.00% | 1,227,129 | $41.1M | Add +4.1% |
| JMBS Janus Henderson Mortg Backed | 2.43% | 739,199 | $33.3M | Add +3.8% |
| BINC iShares Flex I A ETF-Usd Inc. | 2.41% | 630,734 | $33.0M | Add +5.6% |
| SPEM State Street SP PTF Em ETF | 2.17% | 572,818 | $29.7M | Reduce -2.2% |
| AVEM Avantis Emerging Markets Eq | 1.93% | 274,549 | $26.5M | Add +7.8% |
| VCRB Vanguard Core Bond ETF | 1.88% | 334,261 | $25.8M | Add +4.2% |
| JSCP JPMorgan Short Duration Core | 1.53% | 445,972 | $21.0M | Add +15.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.33% | 83,429 | $18.2M | Add +4.1% |
| JMUB JPMorgan Municipal ETF | 1.28% | 345,172 | $17.5M | Reduce -1.8% |
| DFAS Dimensional US Small Cap ETF | 1.19% | 197,455 | $16.3M | Add +48.1% |
| JBND JPMorgan Active Bond ETF | 1.13% | 290,493 | $15.5M | Reduce -0.8% |
| AAPL Apple Inc. | 1.09% | 51,412 | $14.9M | Add +0.4% |
| AVMC Avantis US Mid Cap Eq ETF | 1.06% | 180,847 | $14.5M | Add +9.3% |
| VEA Vanguard Ftse Developed ETF | 0.97% | 186,362 | $13.3M | Reduce -9.0% |
| VCRM Vanguard Core Tax-Ex Bond | 0.97% | 173,051 | $13.2M | Add +0.5% |
| NVDA Nvidia Corp. | 0.91% | 62,272 | $12.5M | Reduce -0.3% |
| GOOGL Alphabet Inc. Class A | 0.90% | 34,571 | $12.4M | Add +3.9% |
| MSFT Microsoft Corp. | 0.87% | 32,106 | $12.0M | Add +1.3% |
| DFUS Dimensional US Eq MKT ETF | 0.87% | 145,904 | $12.0M | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.86% | 15,781 | $11.8M | Reduce -0.9% |
| GARP iShares MSCI USA Quality Gar | 0.85% | 141,881 | $11.7M | Add +27.4% |
| BSV Vanguard Short-Term Bond ETF | 0.85% | 148,625 | $11.6M | Add +2.1% |
| JPIB JPMorgan Intl BND ETF | 0.82% | 232,330 | $11.2M | Add +5.6% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.81% | 164,377 | $11.1M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 0.74% | 42,468 | $10.1M | Add +10.7% |
| NUBD Nuveen ESG US Aggregate Bond | 0.73% | 452,900 | $10.0M | Add +6.8% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.73% | 202,765 | $10.0M | Add +44.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.72% | 115,234 | $9.9M | Add +1.9% |
| DFAC Dimensional US Core Equity 2 | 0.70% | 215,191 | $9.5M | Add +1.4% |
| VSDM Vanguard Short Tax-Ex Bond | 0.69% | 124,154 | $9.5M | Add +19.2% |
| AVGO Broadcom Inc. | 0.61% | 21,970 | $8.3M | Reduce -7.1% |
| VXUS Vanguard Total Intl Stock | 0.60% | 95,988 | $8.2M | Add +0.3% |
| DFCF Dimensional Core Fixed Inc. | 0.53% | 172,063 | $7.3M | Add +1.8% |
| VSDB Vanguard Short Dur Bond ETF | 0.53% | 94,661 | $7.2M | Add +33.3% |
| KLAC KLA Corp. | 0.52% | 23,812 | $7.2M | Reduce -13.5% |
| QUAL iShares MSCI USA Quality Fac | 0.48% | 30,058 | $6.6M | Reduce -54.9% |
| DFAX Dimensional World Ex US Core | 0.48% | 177,941 | $6.6M | Add +0.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.47% | 76,896 | $6.4M | Add +2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.46% | 105,337 | $6.3M | Reduce -5.8% |
| VCIT Vanguard Int-Term Corporate | 0.46% | 75,521 | $6.2M | Add +2.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.45% | 127,011 | $6.2M | Add +2.2% |
| IQDG Wisdomtree Intl QLTY DVD GRW | 0.45% | 142,289 | $6.1M | Reduce -67.0% |
| DGRW Wisdomtree U.S. Quality Divi | 0.45% | 64,046 | $6.1M | Reduce -56.0% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.44% | 123,897 | $6.0M | Reduce -12.8% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.44% | 125,264 | $6.0M | Reduce -0.4% |
| WMT Walmart Inc. | 0.42% | 51,400 | $5.8M | Reduce -2.2% |
| SCMB Schwab Municipal Bond ETF | 0.42% | 225,093 | $5.8M | Reduce -17.4% |
| META Meta Platforms Inc. Class A | 0.42% | 10,220 | $5.8M | Reduce -4.7% |
| SCHF Schwab Intl Equity ETF | 0.41% | 201,564 | $5.6M | Reduce -0.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.40% | 60,445 | $5.5M | Reduce -9.8% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.39% | 209,254 | $5.3M | Add +2.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.39% | 21,736 | $5.3M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.37% | 19,942 | $5.1M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 0.31% | 8,335 | $4.3M | Add +4.2% |
| JPM JPMorgan Chase & Co. | 0.31% | 12,941 | $4.2M | Add +1.1% |
| MUB iShares National Muni Bond E | 0.31% | 39,258 | $4.2M | Reduce -8.1% |
| DUK Duke Energy Corp. | 0.30% | 32,705 | $4.1M | Add +11.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 27,302 | $4.1M | Add +1.2% |
| DFAI Dimensional International Co. | 0.30% | 98,039 | $4.0M | Reduce -11.4% |
| LLY Eli Lilly & Co. | 0.29% | 3,311 | $4.0M | Add +0.1% |
| SPHY SS SPDR P High Yield ETF | 0.29% | 169,360 | $4.0M | Add +3.3% |
| CAT Caterpillar Inc. | 0.28% | 3,662 | $3.9M | Reduce -20.6% |
| CVX Chevron Corp. | 0.28% | 23,497 | $3.9M | Reduce -5.2% |
| ANET Arista Networks Inc. | 0.28% | 22,359 | $3.8M | Reduce -11.8% |
| SPSB SS SPDR P St C Corp. ETF | 0.28% | 126,320 | $3.8M | Reduce -2.1% |
| VYM Vanguard High DVD Yield ETF | 0.27% | 22,977 | $3.6M | Add +4.8% |
| GLW Corning Inc. | 0.26% | 14,078 | $3.6M | Reduce -37.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.26% | 37,120 | $3.6M | Reduce -0.2% |
| MRK Merck & Co. Inc. | 0.26% | 27,689 | $3.6M | Reduce -2.3% |
| CSCO Cisco Systems Inc. | 0.26% | 29,900 | $3.5M | Reduce -30.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 4,540 | $3.5M | Reduce -14.0% |
| MCK McKesson Corp. | 0.25% | 4,520 | $3.4M | Add +6.1% |
| SUSB iShares ESG Aware 1-5 Year U | 0.25% | 134,323 | $3.4M | Add +5.0% |
| HD Home Depot Inc. | 0.24% | 9,470 | $3.3M | Reduce -0.8% |
| BNY Bank of New York Mellon Corp. | 0.24% | 22,755 | $3.3M | Add +7.2% |
| GILD Gilead Sciences Inc. | 0.24% | 25,722 | $3.2M | Add +1.1% |
| BND Vanguard Total Bond Market | 0.24% | 43,966 | $3.2M | Add +33.7% |
| SUSA iShares ESG Optimized MSCI U | 0.23% | 20,793 | $3.2M | Reduce -1.6% |
| PG The Procter & Gamble Co. | 0.23% | 21,731 | $3.2M | Reduce -9.3% |
| ESGV Vanguard ESG US Stock ETF | 0.22% | 23,238 | $3.1M | Reduce -7.6% |
| ENB Enbridge Inc. | 0.22% | 56,666 | $3.1M | Reduce -13.4% |
| AGG iShares Core U.S. Aggregate | 0.22% | 30,924 | $3.1M | Add +1.4% |
| SPAB SS SPDR P Agg Bond ETF | 0.22% | 119,499 | $3.0M | Add +1.5% |
| STIP iShares 0-5 Year Tips Bond E | 0.22% | 29,618 | $3.0M | Add +17.0% |
| IVV iShares Core S&P 500 ETF | 0.22% | 4,021 | $3.0M | Add +0.0% |
| IWF iShares Russell 1000 Growth | 0.22% | 24,188 | $3.0M | Reduce -3.1% |
| LDRC iShares Ibonds 1-5 Corp. Lad | 0.22% | 118,885 | $3.0M | Add +2.1% |
| MDT Medtronic PLC | 0.22% | 37,825 | $3.0M | Add +25.0% |
| BLK BlackRock Inc. | 0.22% | 3,073 | $3.0M | Add +1.4% |
| ESGU iShares ESG Aware MSCI USA | 0.22% | 18,017 | $2.9M | Add +0.3% |
| MCD McDonald's Corp. | 0.21% | 10,897 | $2.9M | Reduce -1.5% |
| DFAE Dimensional Emerging Core Eq | 0.21% | 71,351 | $2.9M | Reduce -14.9% |
| BALT Inn Defined Wealth Shield | 0.21% | 82,886 | $2.8M | Add +3.8% |
| BX Blackstone Inc. | 0.21% | 23,908 | $2.8M | Add +18.1% |
| COST Costco Wholesale Corp. | 0.20% | 2,916 | $2.7M | Add +1.9% |
| COF Capital One Financial Corp. | 0.20% | 13,503 | $2.7M | Reduce -4.2% |
| VIG Vanguard Dividend Apprec ETF | 0.20% | 11,441 | $2.7M | Reduce -1.1% |
| SPBU Allizim BUF15 Uncpd Aloc ETF | 0.20% | 89,480 | $2.7M | Add +1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 8,772 | $2.7M | Reduce -0.9% |
| RTX RTX Corp. | 0.19% | 13,908 | $2.6M | Add +3.8% |
| IWD iShares Russell 1000 Value E | 0.19% | 10,858 | $2.6M | Reduce -0.3% |
| APH Amphenol Corp. Class A | 0.19% | 14,509 | $2.6M | Add +7.4% |
| VTIP Vanguard Short-Term Tips | 0.18% | 50,453 | $2.5M | Add +4.8% |
| CSX CSX Corp. | 0.18% | 52,234 | $2.5M | Reduce -3.9% |
| BBAG JPMorgan Betabuilders US Agg | 0.18% | 53,662 | $2.5M | Reduce -11.2% |
| CEF Sprott Physical Gold and Sil | 0.18% | 60,269 | $2.4M | No change |
| AMT American Tower Corp. | 0.18% | 14,793 | $2.4M | Reduce -22.5% |
| VMBS Vanguard Mortgage-Backed Sec | 0.17% | 51,138 | $2.4M | Reduce -2.0% |
| WM Waste Management Inc. | 0.17% | 10,675 | $2.4M | Reduce -4.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.17% | 46,300 | $2.3M | Reduce -11.2% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.17% | 46,095 | $2.3M | Reduce -0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.17% | 28,914 | $2.3M | Reduce -0.1% |
| VXF Vanguard Extended Market ETF | 0.17% | 9,232 | $2.3M | Add +11.6% |
| PEP Pepsico Inc. | 0.17% | 16,774 | $2.3M | Reduce -14.2% |
| CRM Salesforce Inc. | 0.17% | 14,431 | $2.3M | Reduce -3.3% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.16% | 18,602 | $2.2M | Reduce -3.1% |
| AVUS Avantis U.S. Equity ETF | 0.16% | 16,665 | $2.1M | Reduce -2.0% |
| SCHV Schwab US Large-Cap Value | 0.16% | 61,195 | $2.1M | Reduce -1.3% |
| FDX FedEx Corp. | 0.16% | 6,784 | $2.1M | Reduce -3.7% |
| SNPS Synopsys Inc. | 0.15% | 4,660 | $2.1M | Reduce -2.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.15% | 23,389 | $2.1M | Add +1.4% |
| J Jacobs Solutions Inc. | 0.15% | 16,230 | $2.0M | Add +8.3% |
| IDEV iShares Core MSCI Dev MKTS | 0.15% | 22,789 | $2.0M | Add +1.3% |
| ITT Itt Inc. | 0.15% | 10,238 | $2.0M | Reduce -0.8% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.15% | 23,051 | $2.0M | Add +1.5% |
| VNQ Vanguard Real Estate ETF | 0.15% | 20,902 | $2.0M | Reduce -2.4% |
| ICSH iShares Ultra Short Duration | 0.14% | 38,269 | $1.9M | Add +0.6% |
| VEEV Veeva Systems Inc. Class A | 0.14% | 10,899 | $1.9M | Reduce -12.6% |
| AOA iShares Core 80/20 Aggressiv | 0.14% | 19,466 | $1.9M | No change |
| VYMI Vanguard Int High DVD YLD Inc. | 0.14% | 19,160 | $1.9M | Add +0.6% |
| LPLA LPL Financial Holdings Inc. | 0.14% | 6,679 | $1.9M | Add +12.9% |
| DFAU Dimensional US Core Equity M | 0.14% | 36,057 | $1.9M | Reduce -35.6% |
| MET Metlife Inc. | 0.14% | 22,020 | $1.9M | Add +7.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.14% | 36,860 | $1.9M | Add +1.6% |
| SCHB Schwab US Broad Market ETF | 0.14% | 64,224 | $1.9M | Reduce -1.7% |
| ZM Zoom Communications Inc. | 0.13% | 21,297 | $1.8M | Reduce -2.4% |
| TMUS T-Mobile US Inc. | 0.13% | 10,909 | $1.8M | Add +0.6% |
| TT Trane Technologies PLC | 0.13% | 3,671 | $1.8M | Add +10.6% |
| PPG PPG Industries Inc. | 0.13% | 14,536 | $1.8M | Add +3.2% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 4,808 | $1.8M | Reduce -5.2% |
| NUE Nucor Corp. | 0.13% | 7,864 | $1.8M | Reduce -23.8% |
| VZ Verizon Communications Inc. | 0.13% | 40,740 | $1.7M | Reduce -2.3% |
| ESGD iShares Trust iShares ESG Aw | 0.12% | 16,552 | $1.7M | Reduce -0.5% |
| FLMI Franklin Dynamic Municipal B | 0.12% | 67,166 | $1.7M | Add +243.0% |
| USHY iShares Broad Usd High Yield | 0.12% | 45,373 | $1.7M | Add +4.3% |
| VT Vanguard Tot World STK ETF | 0.12% | 10,635 | $1.7M | Add +0.0% |
| DFAR Dimensional US Real Est ETF | 0.12% | 63,090 | $1.7M | Add +1.3% |
| NOW ServiceNow Inc. | 0.12% | 16,255 | $1.6M | Reduce -0.1% |
| PYPL PayPal Holdings Inc. | 0.12% | 36,773 | $1.6M | Add +32.5% |
| GOOG Alphabet Inc. Class C | 0.11% | 4,303 | $1.5M | Reduce -4.1% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.11% | 37,677 | $1.5M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 19,506 | $1.5M | Reduce -17.0% |
| NFLX Netflix Inc. | 0.11% | 20,930 | $1.5M | Reduce -9.7% |
| SPOT Spotify Technology SA | 0.11% | 3,234 | $1.5M | Add +10.9% |
| CGCV Cap Group Conservative Eq filed as CAPITAL GROUP CONSERVATIVE E | 0.11% | 45,135 | $1.5M | Add +2.4% |
| GOLD Gold.com Inc. | 0.11% | 35,200 | $1.5M | No change |
| SFLR Innovator Eqty MGD Floor ETF | 0.11% | 37,791 | $1.5M | Add +20.2% |
| IEMG iShares Core MSCI Emerging | 0.11% | 17,580 | $1.5M | Reduce -5.0% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 42,147 | $1.4M | Add +1.4% |
| EFA iShares MSCI Eafe ETF | 0.10% | 13,648 | $1.4M | Reduce -0.4% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.10% | 27,610 | $1.4M | Add +6.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.10% | 16,409 | $1.4M | Reduce -5.1% |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.10% | 34,978 | $1.3M | Reduce -0.1% |
| ULST SS Ultra Short TM Bond ETF | 0.10% | 32,562 | $1.3M | Add +4.5% |
| CI The Cigna Group | 0.10% | 4,745 | $1.3M | Reduce -0.1% |
| BIV Vanguard Intermediate-Term B | 0.09% | 15,819 | $1.2M | Reduce -18.6% |
| BAC Bank of America Corp. | 0.09% | 21,100 | $1.2M | Reduce -1.8% |
| CGGR Cap Group Growth Equity | 0.09% | 25,407 | $1.2M | Add +1.6% |
| PFF iShares Preferred & Income S | 0.08% | 37,538 | $1.1M | Add +0.7% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.08% | 44,928 | $1.1M | Reduce -2.3% |
| VOO Vanguard S&P 500 ETF | 0.08% | 1,638 | $1.1M | Reduce -13.2% |
| IXUS iShares Core Intl Stock ETF | 0.08% | 11,752 | $1.1M | Reduce -3.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 2,176 | $1.1M | Add +0.3% |
| ESML iShares ESG Aware MSCI USA S | 0.08% | 18,874 | $1.1M | Reduce -4.3% |
| DFSI Dimensional Int Sus COR1 ETF | 0.08% | 23,017 | $1.0M | Reduce -5.3% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.07% | 41,853 | $1.0M | Reduce -3.4% |
| CGSD Cap Group Short Duration | 0.07% | 39,036 | $1.0M | Add +35.4% |
| JEPI JPMorgan Equity Premium Inco | 0.07% | 17,576 | $993K | Reduce -4.8% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.07% | 17,096 | $986K | Reduce -2.5% |
| JPST JPMorgan Ultra-Short Income | 0.07% | 19,314 | $977K | Add +3.0% |
| AOM iShares Core 40/60 Moderate | 0.07% | 19,198 | $958K | Add +0.7% |
| IBDR iShares Ibonds Dec 2026 Term | 0.07% | 39,457 | $956K | Reduce -6.5% |
| IAGG iShares Intl Aggregate Bond | 0.07% | 18,668 | $945K | Reduce -10.4% |
| ETN Eaton Corp. PLC | 0.07% | 2,181 | $929K | New |
| ITOT iShares Core S&P Total U.S. | 0.06% | 5,352 | $879K | Reduce -3.6% |
| AMD Advanced Micro Devices | 0.06% | 1,503 | $873K | Reduce -0.7% |
| IVW iShares S&P 500 Growth ETF | 0.06% | 6,313 | $868K | Add +2.3% |
| MDY State Street SPDR S&P Midcap | 0.06% | 1,225 | $862K | No change |
| VDE Vanguard Energy ETF | 0.06% | 5,690 | $854K | Reduce -8.1% |
| FBND Fidelity Total Bond ETF | 0.06% | 18,717 | $851K | Add +1.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 2,459 | $846K | Reduce -4.0% |
| SCHD Schwab US DVD Equity ETF | 0.06% | 26,485 | $840K | Reduce -2.3% |
| SCHX Schwab US Large-Cap ETF | 0.06% | 27,602 | $812K | Reduce -0.3% |
| XEMD Bondbloxx-JPM Usd Em MK 1-10 | 0.06% | 18,079 | $812K | Add +11.8% |
| SUB iShares Short-Term National | 0.06% | 7,407 | $789K | Reduce -10.4% |
| GGG Graco Inc. | 0.06% | 10,048 | $760K | No change |
| IWM iShares Russell 2000 ETF | 0.05% | 2,324 | $698K | Add +0.4% |
| VAW Vanguard Materials ETF | 0.05% | 2,998 | $686K | Reduce -7.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.05% | 12,267 | $671K | Add +0.1% |
| JBBB Janus Henderson B-BBB Clo Et | 0.05% | 14,034 | $665K | Add +4.3% |
| VGT Vanguard Info Tech ETF | 0.05% | 5,472 | $654K | Reduce -3.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.05% | 6,752 | $652K | Reduce -1.4% |
| AVUV Avantis US Small Cap Value | 0.05% | 5,121 | $639K | Add +1.7% |
| IBDU iShares Ibonds Dec 2029 Term | 0.05% | 27,526 | $638K | Reduce -5.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 7,685 | $619K | Add +1.4% |
| EFV iShares MSCI Eafe Value ETF | 0.04% | 7,953 | $609K | Reduce -0.1% |
| HDV iShares Core High Dividend E | 0.04% | 22,080 | $605K | Add +0.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 1,263 | $603K | Add +84.4% |
| IVE iShares S&P 500 Value ETF | 0.04% | 2,633 | $598K | Add +0.8% |
| XBB Bondbloxx-BB Rated Usd HY CB | 0.04% | 14,534 | $596K | Add +6.5% |
| ITA iShares U.S. Aerospace & Def | 0.04% | 2,406 | $583K | No change |
| VGIT Vanguard Intermediate-Term T | 0.04% | 9,520 | $561K | Reduce -47.1% |
| INTC Intel Corp. | 0.04% | 4,009 | $560K | Reduce -15.2% |
| IAU iShares Gold Trust | 0.04% | 7,360 | $556K | Add +3.2% |
| GWW WW Grainger Inc. | 0.04% | 403 | $548K | No change |
| USFR Wisdomtree Floating Rate Tre | 0.04% | 10,888 | $548K | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.04% | 3,950 | $540K | Reduce -15.8% |
| HGER Harbor Commodity All Weather | 0.04% | 18,340 | $538K | Reduce -2.3% |
| CEG Constellation Energy | 0.04% | 2,133 | $530K | Add +0.2% |
| ABBV Abbvie Inc. | 0.04% | 2,104 | $529K | Add +3.6% |
| CBOL Calamos LDDR Bitcoin STR Alt | 0.04% | 22,496 | $525K | Add +0.2% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.04% | 3,984 | $520K | Reduce -0.2% |
| ORCL Oracle Corp. | 0.04% | 3,458 | $507K | Reduce -6.4% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.04% | 4,592 | $501K | Reduce -16.0% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.04% | 22,383 | $488K | Reduce -7.5% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.04% | 5,514 | $485K | Add +2.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.04% | 920 | $481K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.03% | 9,100 | $477K | No change |
| NUEM Nuveen ESG Emerging Markets | 0.03% | 11,173 | $474K | Reduce -1.3% |
| QFLR Innovator Nasdaq-100 MF ETF | 0.03% | 12,856 | $469K | Add +13.2% |
| REET iShares Global REIT ETF | 0.03% | 16,873 | $466K | Add +2.1% |
| KO The Coca-Cola Co. | 0.03% | 5,733 | $466K | Add +3.7% |
| ACN Accenture PLC Class A | 0.03% | 3,700 | $460K | Reduce -0.2% |
| SHLD Global X Defense Tech ETF | 0.03% | 7,562 | $452K | No change |
| PSK SS SPDR Ice Pref Sec ETF | 0.03% | 14,469 | $442K | Reduce -11.6% |
| VSS Vanguard Ftse All Wo X-US SC | 0.03% | 2,832 | $437K | Reduce -8.3% |
| IJR iShares Core S&P Small-Cap E | 0.03% | 2,911 | $432K | Reduce -0.2% |
| EFG iShares MSCI Eafe Growth ETF | 0.03% | 3,460 | $430K | Add +2.0% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.03% | 21,407 | $418K | Add +0.3% |
| ZFEB Inotr Eq Def PR ETF - 1 YR F | 0.03% | 16,065 | $417K | No change |
| V Visa Inc. Class A | 0.03% | 1,211 | $415K | Add +13.7% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.03% | 13,020 | $405K | Reduce -3.4% |
| NRG NRG Energy Inc. | 0.03% | 2,738 | $400K | Reduce -2.4% |
| DFSE Dimensional Em Sus CORE1 ETF | 0.03% | 8,173 | $399K | Reduce -1.7% |
| AVLV Avantis US Large Cap Value | 0.03% | 4,320 | $394K | No change |
| IBTL iShares Ibonds Dec 2031 Term | 0.03% | 18,964 | $383K | Add +0.4% |
| CGMU Cap Group Municipal Income | 0.03% | 13,776 | $378K | Add +23.8% |
| IVLU iShares MSCI International V | 0.03% | 9,036 | $378K | No change |
| IBTJ iShares Ibonds Dec 2029 Term | 0.03% | 17,225 | $373K | Add +0.5% |
| EVRG Evergy Inc. | 0.03% | 4,283 | $370K | Reduce -6.6% |
| VOX Vanguard Communication Servi | 0.03% | 1,969 | $362K | Add +12.4% |
| SRLN SS Blackstone Sr Loan ETF | 0.03% | 8,968 | $361K | Reduce -27.8% |
| USRT iShares Core US REIT ETF | 0.03% | 5,433 | $361K | Reduce -23.1% |
| DGRO iShares Core Dividend Growth | 0.03% | 4,709 | $357K | No change |
| LARK Landmark Bancorp Inc. | 0.03% | 11,567 | $355K | Add +0.0% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 2,323 | $354K | Add +0.2% |
| EXC Exelon Corp. | 0.02% | 7,322 | $341K | Reduce -0.2% |
| UNH Unitedhealth Group Inc. | 0.02% | 809 | $336K | Reduce -4.4% |
| IWO iShares Russell 2000 Growth | 0.02% | 850 | $335K | Add +3.2% |
| MTUM iShares MSCI USA Momentum Fa | 0.02% | 970 | $333K | Reduce -9.2% |
| EPS Wisdomtree US Large Cap Fund | 0.02% | 4,210 | $327K | No change |
| SCHO Schwab Short-Term US Treas | 0.02% | 13,470 | $325K | Add +0.2% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.02% | 15,472 | $322K | Reduce -10.9% |
| GBIL Goldman Sachs Access Treasur | 0.02% | 3,192 | $320K | Add +6.3% |
| BLV Vanguard Long-Term Bond ETF | 0.02% | 4,632 | $319K | Add +2.2% |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 2,693 | $314K | New |
| VLUE iShares MSCI USA Value Facto | 0.02% | 1,567 | $313K | Reduce -65.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 425 | $313K | Add +9.5% |
| NEE Nextera Energy Inc. | 0.02% | 3,535 | $310K | Add +0.2% |
| ABT Abbott Laboratories | 0.02% | 3,335 | $303K | Add +18.9% |
| VIGI Vanguard Int Div App Indx FD | 0.02% | 3,203 | $299K | No change |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 0.02% | 1,086 | $297K | Reduce -33.4% |
| AOR iShares Core 60/40 Balanced | 0.02% | 4,233 | $294K | Add +2.8% |
| ZJAN Innovator Edp ETF - 1Y Jan | 0.02% | 10,175 | $285K | No change |
| DFAT Dimensional US Target Value | 0.02% | 4,025 | $281K | Add +0.2% |
| CBTL Calamos LDDR Bitcoin 80 Ser | 0.02% | 16,259 | $281K | Add +0.8% |
| GLD SPDR Gold Shares | 0.02% | 754 | $278K | Reduce -2.6% |
| OSK Oshkosh Corp. | 0.02% | 1,807 | $277K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 12,260 | $274K | Reduce -3.4% |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | 0.02% | 9,686 | $273K | No change |
| VOOV Vanguard S&P 500 Value ETF | 0.02% | 1,245 | $273K | Reduce -12.5% |
| SYK Stryker Corp. | 0.02% | 855 | $269K | Reduce -8.1% |
| TSLA Tesla Inc. | 0.02% | 635 | $267K | Reduce -8.6% |
| PFXF Vaneck Pref Sec X-Financials | 0.02% | 14,927 | $266K | Add +0.2% |
| ACWV iShares MSCI Global Min Vol | 0.02% | 2,186 | $263K | No change |
| IWN iShares Russell 2000 Value E | 0.02% | 1,183 | $262K | No change |
| BSMS Invesco Bulletshares 2028 MB | 0.02% | 11,028 | $258K | Reduce -1.7% |
| DE Deere & Co. | 0.02% | 407 | $258K | Reduce -4.5% |
| ACWI iShares MSCI Acwi ETF | 0.02% | 1,617 | $254K | No change |
| UFEB Innovator U.S. Equity Ultra | 0.02% | 6,410 | $248K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.02% | 871 | $245K | Reduce -15.8% |
| MS Morgan Stanley | 0.02% | 1,158 | $242K | New |
| BSMR Invesco Bulletshares 2027 MB | 0.02% | 10,023 | $237K | Reduce -23.8% |
| DFUV Dimensional US Marketwide Va | 0.02% | 4,293 | $236K | Reduce -1.6% |
| IBTI iShares Ibonds Dec 2028 Term | 0.02% | 10,628 | $235K | Add +0.4% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.02% | 1,168 | $231K | Reduce -1.4% |
| BSMT Invesco Bulletshares 2029 MB | 0.02% | 9,875 | $227K | Reduce -2.4% |
| MSI Motorola Solutions Inc. | 0.02% | 545 | $226K | Add +2.1% |
| CINF Cincinnati Financial Corp. | 0.02% | 1,222 | $226K | New |
| SDEM Global X MSCI Superdividend | 0.02% | 6,966 | $224K | Add +4.9% |
| OKE Oneok Inc. | 0.02% | 2,570 | $223K | Reduce -0.2% |
| DFIV Dimensional International Va | 0.02% | 4,133 | $223K | Add +0.6% |
| AEP American Electric Power | 0.02% | 1,626 | $222K | New |
| MMM 3M Co. | 0.02% | 1,367 | $221K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.02% | 6,055 | $220K | Reduce -0.3% |
| MU Micron Technology Inc. | 0.02% | 187 | $216K | New |
| EMR Emerson Electric Co. | 0.02% | 1,495 | $214K | Reduce -14.1% |
| IBDX iShares Ibonds Dec 2032 TC | 0.02% | 8,377 | $211K | Reduce -16.1% |
| BBHY JPMorgan Betabuilders Usd Hi | 0.02% | 4,552 | $210K | Reduce -3.9% |
| BSMQ Invesco Bulletshares 2026 MB | 0.02% | 8,872 | $209K | Reduce -23.5% |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 1,426 | $209K | New |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 1,109 | $209K | New |
| EWX State Street SPDR S&P Emergi | 0.01% | 2,746 | $204K | New |
| BSCQ Invesco Bulletshares 2026 CB | 0.01% | 10,445 | $204K | No change |
| BSMV Invesco Bulletshares 2031 MB | 0.01% | 9,572 | $201K | Reduce -4.8% |
| REFR Research Frontiers Inc. | 0.00% | 14,350 | $7K | New |