| IVV iShares Core S&P 500 ETF | 24.58% | 485,265 | $317.0M | Reduce -1.6% |
| AGG iShares Core U.S. Aggregate | 14.60% | 1,896,989 | $188.3M | Add +2.5% |
| VXUS Vanguard Total Intl Stock | 10.03% | 1,676,714 | $129.3M | Add +0.8% |
| IGIB iShares 5-10Y Inv Grade Corp. | 6.60% | 1,599,851 | $85.1M | Add +4.7% |
| VXF Vanguard Extended Market ETF | 5.62% | 351,937 | $72.4M | Reduce -1.7% |
| BSV Vanguard Short-Term Bond ETF | 4.29% | 705,781 | $55.3M | Reduce -9.8% |
| VUSB Vanguard Ultra Short Bond Et | 3.37% | 872,856 | $43.5M | Add +50.9% |
| VEU Vanguard Ftse All-World Ex-U | 2.77% | 474,940 | $35.7M | Reduce -7.5% |
| IXUS iShares Core Intl Stock ETF | 2.63% | 390,861 | $33.9M | Reduce -5.8% |
| VOO Vanguard S&P 500 ETF | 2.17% | 46,793 | $28.0M | Reduce -2.4% |
| AAPL Apple Inc. | 1.51% | 76,872 | $19.5M | Reduce -2.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.95% | 232,317 | $12.2M | Reduce -4.4% |
| VSGX Vanguard ESG Intl Stock ETF | 0.87% | 157,138 | $11.3M | Reduce -0.0% |
| ACWI iShares MSCI Acwi ETF | 0.86% | 79,937 | $11.1M | Reduce -1.2% |
| SUSA iShares ESG Optimized MSCI U | 0.78% | 76,374 | $10.1M | Add +6.1% |
| IUSV iShares Core S&P U.S. Value | 0.74% | 93,569 | $9.6M | Add +4.1% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.69% | 130,501 | $8.9M | Reduce -3.4% |
| IVW iShares S&P 500 Growth ETF | 0.58% | 66,443 | $7.5M | Reduce -1.5% |
| BND Vanguard Total Bond Market | 0.56% | 97,370 | $7.2M | Reduce -10.3% |
| NUBD Nuveen ESG US Aggregate Bond | 0.47% | 271,726 | $6.0M | Add +0.5% |
| ESGV Vanguard ESG US Stock ETF | 0.46% | 52,582 | $5.9M | Reduce -0.8% |
| VYM Vanguard High DVD Yield ETF | 0.43% | 37,278 | $5.5M | Add +54.3% |
| IVE iShares S&P 500 Value ETF | 0.39% | 23,916 | $5.0M | Reduce -7.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.39% | 25,540 | $5.0M | Add +3.1% |
| ADI Analog Devices Inc. | 0.38% | 15,447 | $4.9M | Reduce -0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.35% | 6,853 | $4.5M | Add +4.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.33% | 9,617 | $4.2M | Add +5.8% |
| IXN iShares Global Tech ETF | 0.32% | 40,770 | $4.1M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 12,619 | $4.0M | Add +1.8% |
| MSFT Microsoft Corp. | 0.30% | 10,307 | $3.8M | Add +2.4% |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 17,724 | $3.8M | Add +0.8% |
| VEA Vanguard Ftse Developed ETF | 0.27% | 55,154 | $3.5M | Reduce -8.2% |
| SUSB iShares ESG Aware 1-5 Year U | 0.27% | 138,119 | $3.5M | Reduce -4.3% |
| EAGG iShares ESG Aware US Aggrega | 0.26% | 69,821 | $3.3M | Reduce -6.4% |
| JNJ Johnson & Johnson | 0.24% | 12,806 | $3.1M | Reduce -7.0% |
| JPM JPMorgan Chase & Co. | 0.21% | 9,293 | $2.7M | Reduce -7.0% |
| VGK Vanguard Ftse Europe ETF | 0.21% | 32,259 | $2.7M | Reduce -4.6% |
| IHI iShares U.S. Medical Devices | 0.20% | 48,284 | $2.6M | Reduce -1.2% |
| MS Morgan Stanley | 0.20% | 15,468 | $2.5M | Reduce -2.3% |
| ESML iShares ESG Aware MSCI USA S | 0.19% | 52,932 | $2.5M | Reduce -7.4% |
| AMZN Amazon.com Inc. | 0.18% | 11,097 | $2.3M | Add +40.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.18% | 25,449 | $2.3M | Add +15.9% |
| ESGD iShares Trust iShares ESG Aw | 0.18% | 23,875 | $2.3M | Reduce -4.4% |
| SPXL Direxion Daily S&P 500 Bull | 0.18% | 12,332 | $2.3M | Add +0.3% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.16% | 48,472 | $2.1M | Add +37.3% |
| PNC PNC Financial Services Group | 0.16% | 10,114 | $2.1M | Reduce -4.7% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.16% | 39,852 | $2.0M | Reduce -31.1% |
| RTX RTX Corp. | 0.15% | 9,868 | $1.9M | Add +1.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.15% | 3,967 | $1.9M | Reduce -0.1% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.15% | 15,555 | $1.9M | Reduce -0.6% |
| ABBV Abbvie Inc. | 0.14% | 8,374 | $1.8M | Reduce -0.3% |
| NVDA Nvidia Corp. | 0.14% | 10,427 | $1.8M | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.14% | 10,394 | $1.8M | Reduce -14.7% |
| TXN Texas Instruments Inc. | 0.13% | 8,478 | $1.6M | Add +1.4% |
| SUSC iShares ESG Aware Usd Corpor | 0.13% | 70,981 | $1.6M | Reduce -3.1% |
| VPL Vanguard Ftse Pacific ETF | 0.12% | 16,358 | $1.6M | Reduce -5.8% |
| TEL Te Connectivity PLC | 0.12% | 7,571 | $1.6M | Add +0.1% |
| VT Vanguard Tot World STK ETF | 0.12% | 11,360 | $1.6M | Add +3.5% |
| ESGU iShares ESG Aware MSCI USA | 0.12% | 11,108 | $1.6M | No change |
| GOOG Alphabet Inc. Class C | 0.12% | 5,334 | $1.5M | Reduce -1.9% |
| MDT Medtronic PLC | 0.12% | 17,386 | $1.5M | No change |
| PG The Procter & Gamble Co. | 0.12% | 10,342 | $1.5M | Reduce -0.4% |
| IYW iShares Ustechnology ETF | 0.11% | 7,997 | $1.5M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 0.11% | 20,261 | $1.4M | Add +41.0% |
| VWO Vanguard Ftse Emerging Marke | 0.11% | 25,488 | $1.4M | Reduce -0.1% |
| AVGO Broadcom Inc. | 0.11% | 4,447 | $1.4M | Reduce -0.6% |
| WMT Walmart Inc. | 0.10% | 10,764 | $1.3M | Add +0.2% |
| IDXX Idexx Laboratories Inc. | 0.10% | 2,331 | $1.3M | Reduce -1.4% |
| CLS Celestica Inc. | 0.10% | 4,502 | $1.3M | Reduce -0.0% |
| VHT Vanguard Health Care ETF | 0.10% | 4,652 | $1.3M | Add +0.3% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.10% | 25,797 | $1.3M | Reduce -16.4% |
| VPU Vanguard Utilities ETF | 0.10% | 6,249 | $1.2M | Reduce -2.8% |
| GOOGL Alphabet Inc. Class A | 0.10% | 4,274 | $1.2M | Reduce -5.3% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.09% | 12,876 | $1.2M | Add +15.1% |
| CRM Salesforce Inc. | 0.09% | 6,482 | $1.2M | Reduce -1.3% |
| MRK Merck & Co. Inc. | 0.09% | 9,826 | $1.2M | Reduce -12.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.09% | 4,443 | $1.2M | Add +14.5% |
| NEE Nextera Energy Inc. | 0.09% | 12,404 | $1.2M | Reduce -2.5% |
| AMAT Applied Materials Inc. | 0.08% | 3,181 | $1.1M | Reduce -23.4% |
| ITA iShares U.S. Aerospace & Def | 0.08% | 4,936 | $1.1M | Add +5.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 1,825 | $1.1M | Reduce -1.4% |
| FHLC Fidelity MSCI Health Care | 0.08% | 14,577 | $1.0M | Reduce -11.9% |
| LLY Eli Lilly & Co. | 0.08% | 1,095 | $1.0M | Reduce -0.2% |
| SMMD iShares Russell 2500 ETF | 0.08% | 13,183 | $1.0M | Reduce -3.9% |
| CAT Caterpillar Inc. | 0.08% | 1,414 | $1.0M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 0.08% | 14,531 | $981K | Add +6.5% |
| IWM iShares Russell 2000 ETF | 0.08% | 3,926 | $974K | Reduce -7.8% |
| IWD iShares Russell 1000 Value E | 0.08% | 4,552 | $973K | Add +19.5% |
| HD Home Depot Inc. | 0.07% | 2,866 | $943K | Add +22.1% |
| WSO Watsco Inc. | 0.07% | 2,550 | $928K | No change |
| ITOT iShares Core S&P Total U.S. | 0.07% | 6,149 | $876K | Reduce -1.3% |
| TSLA Tesla Inc. | 0.07% | 2,353 | $875K | Reduce -7.3% |
| YUM Yum! Brands Inc. | 0.07% | 5,574 | $867K | Add +0.1% |
| DE Deere & Co. | 0.07% | 1,531 | $863K | Reduce -8.9% |
| PEP Pepsico Inc. | 0.07% | 5,412 | $841K | Reduce -0.0% |
| CVX Chevron Corp. | 0.06% | 4,040 | $836K | Add +2.6% |
| MCD McDonald's Corp. | 0.06% | 2,633 | $818K | Reduce -1.4% |
| V Visa Inc. Class A | 0.06% | 2,610 | $789K | Reduce -2.8% |
| INTC Intel Corp. | 0.06% | 17,649 | $779K | Reduce -18.5% |
| VGT Vanguard Info Tech ETF | 0.06% | 1,090 | $761K | Reduce -21.4% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 1,430 | $703K | Reduce -16.7% |
| SUSL iShares ESG MSCI USA Leaders | 0.05% | 6,159 | $700K | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.05% | 8,443 | $697K | Reduce -51.8% |
| QCOM Qualcomm Inc. | 0.05% | 5,201 | $670K | Add +0.3% |
| REGN Regeneron Pharmaceuticals | 0.05% | 863 | $667K | Reduce -9.9% |
| VCEB Vanguard ESG US Corp. Bond | 0.05% | 10,523 | $661K | Add +3.3% |
| IWF iShares Russell 1000 Growth | 0.05% | 1,524 | $650K | Add +1.9% |
| XLF SS Financial Select Sector | 0.05% | 12,688 | $626K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.05% | 10,320 | $611K | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.05% | 1,223 | $611K | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 3,685 | $588K | Reduce -0.3% |
| IYJ iShares U.S. Industrials ETF | 0.04% | 3,922 | $579K | Reduce -13.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.04% | 1,935 | $578K | No change |
| IJR iShares Core S&P Small-Cap E | 0.04% | 4,642 | $577K | Add +11.1% |
| AMP Ameriprise Financial Inc. | 0.04% | 1,295 | $575K | Add +0.1% |
| KO The Coca-Cola Co. | 0.04% | 7,453 | $567K | Add +3.3% |
| HON Honeywell International Inc. | 0.04% | 2,453 | $554K | No change |
| MKL Markel Group Inc. | 0.04% | 281 | $538K | No change |
| META Meta Platforms Inc. Class A | 0.04% | 897 | $513K | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.04% | 6,455 | $501K | Reduce -24.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 6,209 | $492K | Add +0.1% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.04% | 5,245 | $489K | Reduce -4.5% |
| IEUR iShares Core MSCI Europe ETF | 0.04% | 6,935 | $487K | Reduce -11.4% |
| AMD Advanced Micro Devices | 0.04% | 2,304 | $469K | Add +0.6% |
| EWC iShares MSCI Canada ETF | 0.04% | 8,547 | $468K | Reduce -3.3% |
| GLW Corning Inc. | 0.04% | 3,331 | $453K | Reduce -0.0% |
| APH Amphenol Corp. Class A | 0.03% | 3,513 | $444K | Add +0.0% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.03% | 4,621 | $431K | Reduce -24.5% |
| XLK SS Technology Select Sector | 0.03% | 3,180 | $423K | Reduce -8.6% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.03% | 4,972 | $422K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 1,734 | $420K | Reduce -30.3% |
| ALL Allstate Corp. | 0.03% | 2,001 | $415K | Reduce -2.9% |
| ICSH iShares Ultra Short Duration | 0.03% | 8,090 | $410K | Reduce -5.3% |
| INTU Intuit Inc. | 0.03% | 918 | $397K | Add +0.3% |
| GE General Electric filed as GE AEROSPACE | 0.03% | 1,386 | $393K | Reduce -1.2% |
| YUMC Yum China Holdings Inc. | 0.03% | 8,051 | $393K | No change |
| ABT Abbott Laboratories | 0.03% | 3,807 | $391K | Reduce -6.6% |
| T AT&T Inc. | 0.03% | 13,479 | $391K | Reduce -20.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 1,144 | $387K | Add +4.0% |
| SMH Vaneck Semiconductor ETF | 0.03% | 990 | $380K | No change |
| TXT Textron Inc. | 0.03% | 4,263 | $373K | No change |
| XLC SS Comm Select Sector SPDR | 0.03% | 3,360 | $372K | Reduce -16.4% |
| SPTI SS SPDR P Int Term TSY ETF | 0.03% | 12,705 | $364K | Reduce -1.5% |
| IYF iShares US Financials ETF | 0.03% | 3,048 | $359K | Add +0.4% |
| MUB iShares National Muni Bond E | 0.03% | 3,364 | $357K | Reduce -14.0% |
| LOW Lowe's Cos Inc. | 0.03% | 1,487 | $351K | Reduce -0.1% |
| ORCL Oracle Corp. | 0.03% | 2,374 | $349K | Reduce -4.4% |
| XLY SS Consumer Disc Select Sect | 0.03% | 3,160 | $344K | Reduce -3.0% |
| FCOM Fidelity MSCI Comm Serv Indx | 0.03% | 5,037 | $343K | Reduce -0.7% |
| AFL Aflac Inc. | 0.03% | 3,104 | $341K | Add +0.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.03% | 6,937 | $338K | Reduce -3.7% |
| BA The Boeing Co. | 0.03% | 1,672 | $333K | Reduce -8.4% |
| AMGN Amgen Inc. | 0.03% | 942 | $331K | Reduce -0.3% |
| VDC Vanguard Consumer Staple ETF | 0.03% | 1,448 | $325K | Reduce -12.1% |
| VZ Verizon Communications Inc. | 0.03% | 6,431 | $323K | Reduce -11.1% |
| SSO Proshares Ultra S&P500 | 0.02% | 6,180 | $321K | No change |
| TIP iShares Tips Bond ETF | 0.02% | 2,889 | $319K | No change |
| MINT PIMCO Enhanced Short Maturit | 0.02% | 3,153 | $317K | No change |
| EPD Enterprise Products Partners | 0.02% | 8,364 | $317K | Reduce -1.9% |
| DGRW Wisdomtree U.S. Quality Divi | 0.02% | 3,578 | $314K | Add +0.0% |
| NFLX Netflix Inc. | 0.02% | 3,180 | $306K | Add +1.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.02% | 3,164 | $305K | Add +12.7% |
| SIBN Si-Bone Inc. | 0.02% | 24,003 | $303K | No change |
| UNH Unitedhealth Group Inc. | 0.02% | 1,112 | $301K | Reduce -4.3% |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.02% | 6,853 | $298K | Add +5.9% |
| PM Philip Morris International | 0.02% | 1,790 | $296K | Reduce -0.8% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.02% | 2,862 | $292K | No change |
| GOVT iShares US Treasury Bond ETF | 0.02% | 12,658 | $290K | Reduce -19.6% |
| BLK BlackRock Inc. | 0.02% | 294 | $283K | Reduce -10.1% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.02% | 6,179 | $280K | Add +2.3% |
| GLD SPDR Gold Shares | 0.02% | 648 | $279K | No change |
| XLE SS Energy Select Sector | 0.02% | 4,472 | $274K | Reduce -7.8% |
| COF Capital One Financial Corp. | 0.02% | 1,469 | $268K | Reduce -0.9% |
| COST Costco Wholesale Corp. | 0.02% | 266 | $265K | No change |
| NUEM Nuveen ESG Emerging Markets | 0.02% | 7,033 | $258K | Reduce -1.6% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.02% | 4,954 | $252K | Reduce -16.7% |
| CI The Cigna Group | 0.02% | 944 | $252K | Reduce -21.9% |
| O Realty Income Corp. | 0.02% | 4,080 | $250K | No change |
| EVUS iShares ESG Aw MSCI US Value | 0.02% | 7,794 | $248K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.02% | 5,439 | $247K | Add +7.2% |
| MPC Marathon Petroleum Corp. | 0.02% | 1,000 | $244K | New |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.02% | 2,051 | $243K | Reduce -3.6% |
| DUK Duke Energy Corp. | 0.02% | 1,841 | $241K | Add +0.4% |
| ES Eversource Energy | 0.02% | 3,477 | $241K | No change |
| KMI Kinder Morgan Inc. | 0.02% | 7,020 | $235K | New |
| FLOT iShares Floating Rate Bond E | 0.02% | 4,600 | $234K | Reduce -17.1% |
| GRID First TRST Nasd Class Edg Sgiif | 0.02% | 1,410 | $231K | No change |
| FENY Fidelity MSCI Energy Index | 0.02% | 6,737 | $229K | Reduce -42.1% |
| VNQ Vanguard Real Estate ETF | 0.02% | 2,542 | $225K | Reduce -11.3% |
| GEV GE Vernova Inc. | 0.02% | 254 | $222K | New |
| SDY SS SPDR S&P Dividend ETF | 0.02% | 1,516 | $221K | No change |
| EMR Emerson Electric Co. | 0.02% | 1,679 | $220K | Reduce -1.2% |
| COP Conocophillips | 0.02% | 1,637 | $216K | New |
| DVY iShares Select Dividend ETF | 0.02% | 1,422 | $215K | No change |
| CB Chubb Ltd. | 0.02% | 659 | $215K | No change |
| SHV iShares 0-1 Year Treasury Bo | 0.02% | 1,943 | $214K | Reduce -13.9% |
| BNDW Vanguard Total World Bond Et | 0.02% | 3,107 | $212K | Reduce -17.6% |
| ISRG Intuitive Surgical Inc. | 0.02% | 459 | $212K | Add +0.2% |
| GD General Dynamics Corp. | 0.02% | 609 | $209K | Add +0.3% |
| IYG iShares U.S. Financial Servi | 0.02% | 2,523 | $209K | Reduce -36.3% |
| NVS Novartis AG-Sponsored ADR | 0.02% | 1,360 | $208K | New |
| OTIS Otis Worldwide Corp. | 0.02% | 2,654 | $205K | Reduce -1.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 2,193 | $203K | Reduce -0.3% |
| DTE DTE Energy Company | 0.02% | 1,389 | $203K | New |
| LRCX Lam Research Corp. | 0.02% | 944 | $202K | New |
| CARR Carrier Global Corp. | 0.02% | 3,573 | $201K | New |
| D Dominion Energy Inc. | 0.02% | 3,254 | $201K | New |
| APD Air Products & Chemicals Inc. | 0.02% | 692 | $201K | New |