| MSFT Microsoft Corp. | 4.26% | 234,888 | $88.2M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 3.53% | 467,855 | $73.1M | Reduce -0.1% |
| AAPL Apple Inc. | 3.22% | 299,847 | $66.6M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 3.13% | 68,488 | $64.8M | Reduce -1.4% |
| SYK Stryker Corp. | 2.60% | 144,812 | $53.9M | Reduce -1.7% |
| NVDA Nvidia Corp. | 2.48% | 473,483 | $51.3M | Add +0.2% |
| AMZN Amazon.com Inc. | 2.34% | 255,007 | $48.5M | Add +0.4% |
| AVGO Broadcom Inc. | 2.24% | 276,948 | $46.4M | Reduce -19.2% |
| V Visa Inc. Class A | 2.18% | 128,583 | $45.1M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 2.03% | 171,355 | $42.0M | Add +0.5% |
| IJH iShares Core S&P Midcap ETF | 1.94% | 687,424 | $40.1M | Add +0.7% |
| IJR iShares Core S&P Small-Cap E | 1.88% | 371,464 | $38.8M | Reduce -1.5% |
| JNJ Johnson & Johnson | 1.64% | 204,666 | $33.9M | Reduce -1.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.54% | 56,911 | $31.8M | Reduce -2.4% |
| PANW Palo Alto Networks Inc. | 1.52% | 184,171 | $31.4M | Reduce -0.1% |
| GLD SPDR Gold Shares | 1.50% | 107,772 | $31.1M | Reduce -0.5% |
| ABT Abbott Laboratories | 1.50% | 234,062 | $31.0M | Reduce -1.5% |
| IXUS iShares Core Intl Stock ETF | 1.47% | 436,201 | $30.5M | Add +0.8% |
| CB Chubb Ltd. | 1.44% | 98,666 | $29.8M | Reduce -0.6% |
| ACN Accenture PLC Class A | 1.40% | 92,561 | $28.9M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 1.39% | 52,639 | $28.9M | Reduce -1.5% |
| AXP American Express Co. | 1.37% | 105,308 | $28.3M | Reduce -1.2% |
| PEP Pepsico Inc. | 1.27% | 175,007 | $26.2M | Reduce -28.0% |
| ORCL Oracle Corp. | 1.16% | 171,011 | $23.9M | Add +0.0% |
| HD Home Depot Inc. | 1.11% | 62,875 | $23.0M | Reduce -0.1% |
| AZO AutoZone Inc. | 1.10% | 5,969 | $22.8M | Add +2.8% |
| META Meta Platforms Inc. Class A | 1.04% | 37,528 | $21.6M | Add +2.5% |
| HON Honeywell International Inc. | 1.04% | 101,620 | $21.5M | Reduce -19.9% |
| ITW Illinois Tool Works | 1.02% | 85,223 | $21.1M | Reduce -1.5% |
| TMO Thermo Fisher Scientific Inc. | 1.00% | 41,768 | $20.8M | Add +4.6% |
| WM Waste Management Inc. | 0.96% | 85,811 | $19.9M | Reduce -0.4% |
| KO The Coca-Cola Co. | 0.93% | 267,998 | $19.2M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 0.92% | 23,035 | $19.0M | Add +3.2% |
| MUB iShares National Muni Bond E | 0.90% | 177,061 | $18.7M | Reduce -0.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.88% | 185,264 | $18.3M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.86% | 115,502 | $17.9M | Reduce -4.5% |
| UNH Unitedhealth Group Inc. | 0.86% | 33,931 | $17.8M | Add +5.6% |
| ZTS Zoetis Inc. | 0.85% | 106,544 | $17.5M | Reduce -3.8% |
| BDX Becton Dickinson and Co. | 0.76% | 68,522 | $15.7M | Add +97.7% |
| IVV iShares Core S&P 500 ETF | 0.73% | 26,992 | $15.2M | Add +0.8% |
| WFC Wells Fargo & Co. | 0.72% | 208,912 | $15.0M | Add +6.6% |
| XOM Exxon Mobil Corp. | 0.71% | 123,537 | $14.7M | Add +0.5% |
| VEU Vanguard Ftse All-World Ex-U | 0.69% | 236,884 | $14.4M | Reduce -2.2% |
| XLF SS Financial Select Sector | 0.66% | 274,267 | $13.7M | Reduce -1.1% |
| ICE Intercontinental Exchange Inc. | 0.65% | 78,099 | $13.5M | Reduce -2.7% |
| APH Amphenol Corp. Class A | 0.64% | 201,423 | $13.2M | Reduce -0.5% |
| CRM Salesforce Inc. | 0.63% | 48,917 | $13.1M | Add +2.7% |
| FISV Fiserv Inc. | 0.62% | 57,825 | $12.8M | Reduce -3.1% |
| VEA Vanguard Ftse Developed ETF | 0.61% | 249,305 | $12.7M | Add +10.5% |
| BX Blackstone Inc. | 0.58% | 85,329 | $11.9M | Reduce -6.1% |
| UNP Union Pacific Corp. | 0.57% | 49,864 | $11.8M | Reduce -0.7% |
| RTX RTX Corp. | 0.56% | 87,553 | $11.6M | Add +3.2% |
| WTW Willis Towers Watson PLC | 0.55% | 33,574 | $11.3M | Reduce -0.1% |
| ADBE Adobe Inc. | 0.52% | 28,301 | $10.9M | Reduce -5.8% |
| NEE Nextera Energy Inc. | 0.51% | 147,479 | $10.5M | Add +1.1% |
| EFA iShares MSCI Eafe ETF | 0.50% | 126,286 | $10.3M | Add +1.2% |
| ECL Ecolab Inc. | 0.48% | 39,467 | $10.0M | Reduce -3.5% |
| CHD Church & Dwight Co. Inc. | 0.48% | 90,329 | $9.9M | Reduce -0.9% |
| AZN Astrazeneca PLC-Spons ADR | 0.47% | 131,910 | $9.7M | Add +3779.7% |
| NFLX Netflix Inc. | 0.46% | 10,132 | $9.4M | Add +7.2% |
| MCD McDonald's Corp. | 0.43% | 28,686 | $9.0M | Reduce -0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.40% | 29,796 | $8.2M | Reduce -0.3% |
| C Citigroup Inc. | 0.39% | 114,781 | $8.1M | Add +64.1% |
| FLOT iShares Floating Rate Bond E | 0.38% | 154,535 | $7.9M | Add +7.6% |
| AGG iShares Core U.S. Aggregate | 0.38% | 79,742 | $7.9M | Reduce -3.3% |
| DHR Danaher Corp. | 0.38% | 38,031 | $7.8M | Reduce -49.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.38% | 35,117 | $7.8M | Reduce -0.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.36% | 28,748 | $7.4M | Add +1.0% |
| PG The Procter & Gamble Co. | 0.36% | 43,535 | $7.4M | Reduce -1.3% |
| MDY State Street SPDR S&P Midcap | 0.36% | 13,866 | $7.4M | Reduce -1.0% |
| APD Air Products & Chemicals Inc. | 0.35% | 24,362 | $7.2M | Reduce -0.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.34% | 7,154 | $7.1M | Add +1.4% |
| TMUS T-Mobile US Inc. | 0.34% | 26,302 | $7.0M | Reduce -2.3% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.33% | 132,710 | $6.7M | Add +13.3% |
| TSCO Tractor Supply Company | 0.31% | 117,790 | $6.5M | Add +1.1% |
| SBUX Starbucks Corp. | 0.31% | 65,690 | $6.4M | Reduce -2.6% |
| CVX Chevron Corp. | 0.30% | 37,176 | $6.2M | Add +3.1% |
| AMGN Amgen Inc. | 0.30% | 19,807 | $6.2M | Add +2.6% |
| SPGI S&P Global Inc. | 0.29% | 11,804 | $6.0M | Reduce -0.1% |
| SUB iShares Short-Term National | 0.28% | 55,828 | $5.9M | Add +11.2% |
| FTV Fortive Corp. | 0.28% | 80,391 | $5.9M | Add +0.8% |
| OKE Oneok Inc. | 0.27% | 56,540 | $5.6M | Add +0.8% |
| ADP Automatic Data Processing | 0.27% | 18,263 | $5.6M | Add +3.6% |
| MRK Merck & Co. Inc. | 0.26% | 60,888 | $5.5M | Add +0.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 108,005 | $5.4M | Add +5.7% |
| PGR Progressive Corp. | 0.25% | 18,458 | $5.2M | Add +44.3% |
| TFC Truist Financial Corp. | 0.25% | 124,161 | $5.1M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 20,498 | $5.1M | Add +0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 41,753 | $5.1M | Reduce -1.3% |
| LIN Linde PLC | 0.25% | 10,908 | $5.1M | Reduce -5.8% |
| WY Weyerhaeuser Co. | 0.23% | 163,011 | $4.8M | Reduce -1.4% |
| ALC Alcon Inc. filed as ALCON AG | 0.23% | 49,473 | $4.7M | Reduce -3.0% |
| LOW Lowe's Cos Inc. | 0.22% | 19,331 | $4.5M | Reduce -0.9% |
| SHW The Sherwin-Williams Co. | 0.22% | 12,904 | $4.5M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.21% | 20,848 | $4.4M | Add +2.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 24,719 | $4.3M | Add +1.2% |
| AMP Ameriprise Financial Inc. | 0.20% | 8,612 | $4.2M | Reduce -6.0% |
| BLK BlackRock Inc. | 0.20% | 4,401 | $4.2M | Reduce -5.7% |
| BND Vanguard Total Bond Market | 0.20% | 56,275 | $4.1M | Add +6.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 74,694 | $3.9M | Reduce -1.1% |
| FBND Fidelity Total Bond ETF | 0.19% | 84,300 | $3.8M | Add +10.6% |
| PFE Pfizer Inc. | 0.18% | 150,137 | $3.8M | Reduce -1.5% |
| JMUB JPMorgan Municipal ETF | 0.18% | 76,060 | $3.8M | Add +17.0% |
| TDG Transdigm Group Inc. | 0.18% | 2,676 | $3.7M | Add +2.0% |
| NVS Novartis AG-Sponsored ADR | 0.17% | 32,147 | $3.6M | Reduce -0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.17% | 47,058 | $3.6M | Reduce -3.0% |
| JPST JPMorgan Ultra-Short Income | 0.17% | 70,225 | $3.6M | Add +13.6% |
| NOW ServiceNow Inc. | 0.17% | 4,465 | $3.6M | Add +11.3% |
| CDNS Cadence Design SYS Inc. | 0.17% | 13,769 | $3.5M | Add +61.1% |
| EMR Emerson Electric Co. | 0.17% | 31,733 | $3.5M | Reduce -1.1% |
| IBB iShares Biotechnology ETF | 0.16% | 26,613 | $3.4M | Reduce -0.3% |
| XLRE SS Real Estate Select Sector | 0.16% | 80,119 | $3.4M | Reduce -0.3% |
| ROP Roper Technologies Inc. | 0.16% | 5,580 | $3.3M | Reduce -4.1% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.16% | 61,473 | $3.2M | Reduce -1.3% |
| VUSB Vanguard Ultra Short Bond Et | 0.15% | 61,355 | $3.1M | Add +3.7% |
| CBOE Cboe Global Markets Inc. | 0.14% | 12,612 | $2.9M | Add +0.2% |
| VTIP Vanguard Short-Term Tips | 0.13% | 55,299 | $2.8M | Add +17.8% |
| ETN Eaton Corp. PLC | 0.13% | 9,981 | $2.7M | Add +1.5% |
| CI The Cigna Group | 0.13% | 8,245 | $2.7M | Reduce -1.4% |
| SLV iShares Silver Trust | 0.13% | 85,650 | $2.7M | Add +1.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.13% | 31,725 | $2.6M | Add +2.1% |
| COP Conocophillips | 0.12% | 24,616 | $2.6M | Reduce -2.5% |
| GE General Electric filed as GE AEROSPACE | 0.12% | 12,692 | $2.5M | Add +0.4% |
| QCOM Qualcomm Inc. | 0.12% | 16,433 | $2.5M | No change |
| TXN Texas Instruments Inc. | 0.12% | 13,931 | $2.5M | No change |
| URI United Rentals Inc. | 0.12% | 3,862 | $2.4M | Reduce -1.4% |
| HSY The Hershey Co. | 0.11% | 13,694 | $2.3M | No change |
| IWF iShares Russell 1000 Growth | 0.11% | 6,352 | $2.3M | Add +0.3% |
| STIP iShares 0-5 Year Tips Bond E | 0.11% | 22,036 | $2.3M | Add +6.8% |
| SHM SS SPDR N Ice St Muni ETF | 0.11% | 46,844 | $2.2M | No change |
| AFL Aflac Inc. | 0.11% | 19,892 | $2.2M | Add +5.3% |
| DECK Deckers Outdoor Corp. | 0.11% | 19,760 | $2.2M | Reduce -4.0% |
| CP Canadian Pacific Kansas City | 0.10% | 30,856 | $2.2M | No change |
| SYY Sysco Corp. | 0.10% | 28,740 | $2.2M | Reduce -3.6% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 25,244 | $2.1M | Reduce -2.7% |
| BKNG Booking Holdings Inc. | 0.10% | 466 | $2.1M | Reduce -1.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.10% | 4,009 | $2.1M | Add +45.5% |
| IEI iShares 3-7 Year Treasury Bo | 0.10% | 18,020 | $2.1M | Add +3.9% |
| NTRS Northern Trust Corp. | 0.10% | 21,456 | $2.1M | No change |
| CTVA Corteva Inc. | 0.10% | 33,440 | $2.1M | Add +2.1% |
| IBDR iShares Ibonds Dec 2026 Term | 0.10% | 86,043 | $2.1M | Add +1.5% |
| CTSH Cognizant Tech Solutions-A | 0.10% | 26,911 | $2.1M | Add +1.1% |
| NOC Northrop Grumman Corp. | 0.10% | 3,921 | $2.0M | Reduce -4.1% |
| EW Edwards Lifesciences Corp. | 0.10% | 27,126 | $2.0M | Reduce -5.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.09% | 84,600 | $2.0M | Add +14.0% |
| ARES Ares Management Corp. Class A | 0.09% | 13,097 | $1.9M | Reduce -6.6% |
| ICSH iShares Ultra Short Duration | 0.09% | 37,868 | $1.9M | Add +7.8% |
| OMC Omnicom Group | 0.09% | 23,145 | $1.9M | Reduce -0.2% |
| XYL Xylem Inc. | 0.09% | 15,521 | $1.9M | Reduce -0.5% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.09% | 73,350 | $1.9M | Add +8.0% |
| SCHW Schwab (charles) Corp. | 0.09% | 22,873 | $1.8M | Reduce -1.2% |
| PHM Pultegroup Inc. | 0.09% | 17,293 | $1.8M | Reduce -10.6% |
| CSL Carlisle Cos Inc. | 0.09% | 5,182 | $1.8M | Add +8.5% |
| INDA iShares MSCI India ETF | 0.08% | 34,007 | $1.8M | Reduce -15.9% |
| SCHG Schwab US Large-Cap Growth | 0.08% | 69,403 | $1.7M | New |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.08% | 70,874 | $1.7M | Add +7.2% |
| AON Aon PLC Class A | 0.08% | 4,072 | $1.6M | Add +19.0% |
| FSLR First Solar Inc. | 0.08% | 12,839 | $1.6M | Add +19.7% |
| CPRT Copart Inc. | 0.08% | 28,499 | $1.6M | Add +34.7% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.08% | 14,838 | $1.6M | Add +3.2% |
| ELV Elevance Health Inc. | 0.08% | 3,689 | $1.6M | Reduce -1.6% |
| VZ Verizon Communications Inc. | 0.08% | 35,124 | $1.6M | Add +3.5% |
| IEMG iShares Core MSCI Emerging | 0.08% | 29,450 | $1.6M | Reduce -0.5% |
| SCHB Schwab US Broad Market ETF | 0.07% | 71,506 | $1.5M | Add +7.2% |
| VOO Vanguard S&P 500 ETF | 0.07% | 2,989 | $1.5M | Reduce -4.1% |
| HES Hess Corp. | 0.07% | 9,587 | $1.5M | Add +0.5% |
| MET Metlife Inc. | 0.07% | 19,028 | $1.5M | Add +6.6% |
| MRSH Marsh & McLennan Cos | 0.07% | 6,099 | $1.5M | Reduce -5.7% |
| FELE Franklin Electric Co. Inc. | 0.07% | 15,755 | $1.5M | No change |
| VWO Vanguard Ftse Emerging Marke | 0.07% | 32,132 | $1.5M | Add +178.9% |
| INTU Intuit Inc. | 0.07% | 2,360 | $1.4M | Reduce -3.5% |
| KHC The Kraft Heinz Co. | 0.07% | 47,192 | $1.4M | Reduce -0.4% |
| VOYA Voya Financial Inc. | 0.07% | 20,785 | $1.4M | Reduce -16.8% |
| IWV iShares Russell 3000 ETF | 0.07% | 4,388 | $1.4M | Reduce -3.0% |
| EWJ iShares MSCI Japan ETF | 0.07% | 19,785 | $1.4M | Add +7.9% |
| IYW iShares Ustechnology ETF | 0.07% | 9,600 | $1.3M | No change |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.06% | 59,500 | $1.3M | Add +12.1% |
| GIS General Mills Inc. | 0.06% | 21,129 | $1.3M | No change |
| ET Energy Transfer LP | 0.06% | 67,686 | $1.3M | Add +0.1% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.06% | 49,684 | $1.2M | Reduce -20.4% |
| CSCO Cisco Systems Inc. | 0.06% | 20,235 | $1.2M | Add +15.2% |
| VRSK Verisk Analytics Inc. | 0.06% | 4,146 | $1.2M | Reduce -2.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.06% | 39,700 | $1.2M | Add +4.2% |
| MDLZ Mondelez International Inc. Class A | 0.06% | 17,078 | $1.2M | Reduce -0.9% |
| HUBB Hubbell Inc. | 0.06% | 3,476 | $1.2M | Reduce -6.1% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.06% | 27,356 | $1.1M | Reduce -3.2% |
| AMAT Applied Materials Inc. | 0.05% | 7,732 | $1.1M | No change |
| HQY Healthequity Inc. | 0.05% | 12,622 | $1.1M | Add +44.7% |
| FIS Fidelity National Info Serv | 0.05% | 14,903 | $1.1M | No change |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.05% | 53,300 | $1.1M | Add +51.4% |
| FNF Fidelity National Financial | 0.05% | 16,761 | $1.1M | Add +0.5% |
| T AT&T Inc. | 0.05% | 38,503 | $1.1M | Add +5.0% |
| PAGP Plains GP Holdings LP | 0.05% | 50,050 | $1.1M | No change |
| A Agilent Technologies Inc. | 0.05% | 9,104 | $1.1M | Reduce -1.2% |
| DUK Duke Energy Corp. | 0.05% | 8,615 | $1.1M | Reduce -1.7% |
| SHEL Shell PLC-ADR | 0.05% | 14,163 | $1.0M | No change |
| CDW CDW Corp. | 0.05% | 6,462 | $1.0M | Add +43.1% |
| PM Philip Morris International | 0.05% | 6,502 | $1.0M | Add +1.1% |
| TGT Target Corp. | 0.05% | 9,756 | $1.0M | Add +13.1% |
| CZR Caesars Entertainment Inc. | 0.05% | 40,355 | $1.0M | Add +82.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.05% | 11,667 | $1.0M | Add +2.8% |
| LMT Lockheed Martin Corp. | 0.05% | 2,237 | $999K | Add +5.0% |
| SO The Southern Co. | 0.05% | 10,547 | $970K | Add +0.3% |
| GEV GE Vernova Inc. | 0.05% | 3,167 | $967K | Add +0.6% |
| TER Teradyne Inc. | 0.05% | 11,435 | $945K | Reduce -21.6% |
| D Dominion Energy Inc. | 0.04% | 16,577 | $929K | Add +3.5% |
| SRLN SS Blackstone Sr Loan ETF | 0.04% | 22,355 | $919K | Add +0.5% |
| FERG Ferguson Enterprises Inc. | 0.04% | 5,686 | $911K | Reduce -8.5% |
| NEM Newmont Corp. | 0.04% | 18,605 | $898K | New |
| SNA Snap-on Inc. | 0.04% | 2,665 | $898K | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 0.04% | 4,764 | $896K | Reduce -17.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.04% | 35,550 | $894K | Add +41.4% |
| CMS CMS Energy Corp. | 0.04% | 11,806 | $887K | No change |
| PAYX Paychex Inc. | 0.04% | 5,650 | $872K | No change |
| RRX Regal Rexnord Corp. | 0.04% | 7,624 | $868K | Reduce -16.2% |
| LAMR Lamar Advertising Co. Class A | 0.04% | 7,620 | $867K | Reduce -1.3% |
| MAA Mid-America Apartment Comm | 0.04% | 4,845 | $812K | Add +0.3% |
| IXC iShares Global Energy ETF | 0.04% | 19,145 | $805K | Reduce -22.3% |
| TSLA Tesla Inc. | 0.04% | 3,107 | $805K | Add +10.7% |
| CL Colgate-Palmolive Co. | 0.04% | 8,566 | $803K | No change |
| HCA HCA Healthcare Inc. | 0.04% | 2,305 | $796K | Reduce -4.5% |
| KLAC KLA Corp. | 0.04% | 1,170 | $795K | Add +4.9% |
| KEYS Keysight Technologies Inc. | 0.04% | 5,273 | $790K | No change |
| ITOT iShares Core S&P Total U.S. | 0.04% | 6,467 | $789K | Add +9.7% |
| KEY Keycorp | 0.04% | 49,214 | $787K | Add +0.6% |
| POOL Pool Corp. | 0.04% | 2,442 | $777K | Reduce -13.3% |
| VGK Vanguard Ftse Europe ETF | 0.04% | 10,934 | $768K | New |
| TIP iShares Tips Bond ETF | 0.04% | 6,859 | $762K | Add +14.2% |
| EPD Enterprise Products Partners | 0.04% | 21,544 | $736K | Add +9.9% |
| ZBRA Zebra Technologies Corp. Class A | 0.04% | 2,579 | $729K | No change |
| IVW iShares S&P 500 Growth ETF | 0.04% | 7,820 | $726K | Reduce -10.3% |
| ILCV iShares Morningstar Value Et | 0.03% | 8,742 | $712K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.03% | 1,471 | $690K | Reduce -4.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.03% | 3,627 | $676K | Reduce -7.6% |
| GM General Motors Co. | 0.03% | 14,222 | $669K | Add +15.1% |
| EFX Equifax Inc. | 0.03% | 2,662 | $648K | Add +84.2% |
| EG Everest Group Ltd. | 0.03% | 1,772 | $644K | Reduce -12.6% |
| INTC Intel Corp. | 0.03% | 28,030 | $637K | Reduce -1.7% |
| VRT Vertiv Holdings Co. Class A | 0.03% | 8,777 | $634K | Reduce -16.0% |
| ALL Allstate Corp. | 0.03% | 3,010 | $623K | Reduce -4.2% |
| APO Apollo Global Management Inc. | 0.03% | 4,545 | $622K | Reduce -1.2% |
| GLW Corning Inc. | 0.03% | 13,135 | $601K | Reduce -5.6% |
| WMB Williams Cos Inc. | 0.03% | 10,037 | $600K | Add +0.4% |
| DAL Delta Air Lines Inc. | 0.03% | 13,536 | $590K | Reduce -1.4% |
| LHX L3HARRIS Technologies Inc. | 0.03% | 2,671 | $559K | Reduce -4.6% |
| MCK McKesson Corp. | 0.03% | 805 | $542K | Add +24.4% |
| HRB H&R Block Inc. filed as BLOCK H & R INC | 0.03% | 9,658 | $530K | Add +3.4% |
| TRGP Targa Resources Corp. | 0.03% | 2,608 | $523K | Add +16.7% |
| CWI State Street SPDR MSCI Acwi | 0.02% | 17,380 | $514K | Add +22.3% |
| WEC WEC Energy Group Inc. | 0.02% | 4,613 | $503K | Reduce -17.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.02% | 5,165 | $484K | No change |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM | 0.02% | 8,547 | $481K | No change |
| FDX FedEx Corp. | 0.02% | 1,946 | $474K | Reduce -5.6% |
| HYD Vaneck High Yield Muni ETF | 0.02% | 9,200 | $471K | Reduce -1.3% |
| WMT Walmart Inc. | 0.02% | 5,306 | $466K | Add +11.8% |
| GS Goldman Sachs Group Inc. | 0.02% | 844 | $461K | Add +94.0% |
| PSA Public Storage | 0.02% | 1,530 | $458K | No change |
| BKR Baker Hughes Co. | 0.02% | 10,317 | $453K | Add +32.0% |
| VT Vanguard Tot World STK ETF | 0.02% | 3,903 | $453K | Add +3.0% |
| CME Cme Group Inc. | 0.02% | 1,701 | $451K | Add +18.3% |
| DE Deere & Co. | 0.02% | 950 | $446K | Add +11.8% |
| ESGD iShares Trust iShares ESG Aw | 0.02% | 5,450 | $445K | No change |
| CRBG Corebridge Financial Inc. | 0.02% | 13,820 | $436K | New |
| IBTG iShares Ibonds Dec 2026 Term | 0.02% | 18,600 | $427K | No change |
| EEM iShares MSCI Emerging Market | 0.02% | 9,726 | $425K | Reduce -7.5% |
| CEG Constellation Energy | 0.02% | 2,099 | $423K | Add +62.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.02% | 1,000 | $420K | Reduce -16.7% |
| IP International Paper Co. | 0.02% | 7,836 | $418K | New |
| VXUS Vanguard Total Intl Stock | 0.02% | 6,720 | $417K | Reduce -1.9% |
| J Jacobs Solutions Inc. | 0.02% | 3,445 | $416K | No change |
| NRG NRG Energy Inc. | 0.02% | 4,360 | $416K | Reduce -8.1% |
| CMI Cummins Inc. | 0.02% | 1,320 | $414K | No change |
| IEF iShares 7-10 Year Treasury B | 0.02% | 4,300 | $410K | Reduce -18.1% |
| IWM iShares Russell 2000 ETF | 0.02% | 1,985 | $396K | Reduce -23.2% |
| VXF Vanguard Extended Market ETF | 0.02% | 2,125 | $366K | Add +0.9% |
| CCOI Cogent Communications Holdin | 0.02% | 5,926 | $363K | Reduce -2.1% |
| CAT Caterpillar Inc. | 0.02% | 1,087 | $358K | Reduce -16.8% |
| SCHV Schwab US Large-Cap Value | 0.02% | 13,330 | $354K | New |
| SCHA Schwab US Small-Cap ETF | 0.02% | 15,052 | $353K | New |
| UHS Universal Health Services-B | 0.02% | 1,870 | $351K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 15,600 | $350K | New |
| CNI Canadian Natl Railway Co. | 0.02% | 3,540 | $345K | No change |
| SCHC Schwab Intl Small-Cap Equity | 0.02% | 9,585 | $344K | New |
| SR Spire Inc. | 0.02% | 4,195 | $328K | Reduce -8.5% |
| EMN Eastman Chemical Co. | 0.02% | 3,665 | $323K | Reduce -2.7% |
| NFTY First Trust India Nifty 50 E | 0.02% | 5,700 | $318K | No change |
| MANH Manhattan Associates Inc. | 0.02% | 1,803 | $312K | Reduce -9.8% |
| GD General Dynamics Corp. | 0.01% | 1,140 | $311K | Reduce -3.9% |
| WPM Wheaton Precious Metals Corp. | 0.01% | 4,000 | $311K | No change |
| REGN Regeneron Pharmaceuticals | 0.01% | 485 | $308K | No change |
| VLTO Veralto Corp. | 0.01% | 3,103 | $302K | Reduce -13.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.01% | 8,214 | $298K | New |
| ULTA Ulta Beauty Inc. | 0.01% | 810 | $297K | Add +69.1% |
| OTTR Otter Tail Corp. | 0.01% | 3,680 | $296K | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.01% | 8,997 | $293K | Add +17.5% |
| BG Bunge Global SA | 0.01% | 3,807 | $291K | New |
| BMY Bristol-Myers Squibb Co. | 0.01% | 4,751 | $290K | Reduce -16.0% |
| ICLN iShares Global Clean Energy | 0.01% | 25,177 | $288K | Add +1.8% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 0.01% | 5,700 | $287K | No change |
| HBAN Huntington Bancshares Inc. | 0.01% | 18,870 | $283K | Reduce -10.9% |
| XYZ Block Inc. | 0.01% | 5,190 | $282K | Add +46.6% |
| HPE Hewlett Packard Enterprise | 0.01% | 18,272 | $282K | No change |
| OLED Universal Display Corp. | 0.01% | 2,000 | $279K | Reduce -32.2% |
| CMF iShares California Muni Bond | 0.01% | 4,950 | $279K | No change |
| XLK SS Technology Select Sector | 0.01% | 1,345 | $278K | Add +18.5% |
| AEP American Electric Power | 0.01% | 2,541 | $278K | No change |
| PFG Principal Financial Group | 0.01% | 3,261 | $275K | Add +0.1% |
| UGI Ugi Corp. | 0.01% | 8,280 | $274K | No change |
| KMB Kimberly-Clark Corp. | 0.01% | 1,923 | $273K | Reduce -1.3% |
| ACWI iShares MSCI Acwi ETF | 0.01% | 2,220 | $258K | No change |
| GILD Gilead Sciences Inc. | 0.01% | 2,300 | $258K | New |
| VPL Vanguard Ftse Pacific ETF | 0.01% | 3,552 | $257K | New |
| GOVT iShares US Treasury Bond ETF | 0.01% | 11,121 | $256K | Reduce -24.9% |
| BE Bloom Energy Corp. Class A | 0.01% | 12,956 | $255K | Add +27.7% |
| YUM Yum! Brands Inc. | 0.01% | 1,594 | $251K | Reduce -46.8% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 3,560 | $247K | Reduce -0.9% |
| XEL Xcel Energy Inc. | 0.01% | 3,370 | $239K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.01% | 8,150 | $238K | No change |
| IBDX iShares Ibonds Dec 2032 TC | 0.01% | 9,500 | $237K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 486 | $236K | New |
| OEF iShares S&P 100 ETF | 0.01% | 870 | $236K | No change |
| SPSB SS SPDR P St C Corp. ETF | 0.01% | 7,626 | $230K | Add +7.4% |
| MBB iShares MBS ETF | 0.01% | 2,441 | $229K | Reduce -19.2% |
| IBTF iShares Ibonds Dec 2025 Term | 0.01% | 9,600 | $224K | Reduce -27.3% |
| LRCX Lam Research Corp. | 0.01% | 3,040 | $221K | New |
| JNK SS SPDR BB High Yield Bond | 0.01% | 2,285 | $218K | No change |
| UBER Uber Technologies Inc. | 0.01% | 2,955 | $215K | New |
| VNQ Vanguard Real Estate ETF | 0.01% | 2,255 | $204K | Reduce -8.2% |
| WBA Walgreens Boots Alliance Inc. | 0.01% | 15,976 | $178K | No change |
| JBLU Jetblue Airways Corp. | 0.00% | 21,052 | $101K | No change |