| AVSU Avantis Resp US Equity ETF | 18.17% | 452,668 | $28.2M | Add +19.3% |
| ESGV Vanguard ESG US Stock ETF | 12.36% | 195,970 | $19.2M | Add +18.5% |
| AVSD Avantis Reps Intern Equi ETF | 7.30% | 188,948 | $11.3M | Reduce -31.6% |
| ESGU iShares ESG Aware MSCI USA | 7.19% | 91,632 | $11.2M | Add +13.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 6.77% | 289,708 | $10.5M | Add +219.0% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 6.21% | 123,319 | $9.7M | Reduce -28.1% |
| PYLD PIMCO Multisector Bond Actv | 5.24% | 308,637 | $8.1M | Add +15.0% |
| TSME Thrivent SML-MDC Eq ETF-US I | 5.23% | 243,918 | $8.1M | Add +10422.8% |
| MUB iShares National Muni Bond E | 4.36% | 64,301 | $6.8M | Reduce -34.7% |
| MINO PIMCO Municipal Income Oppor | 4.36% | 151,271 | $6.8M | Add +1.8% |
| EMNT PIMCO Enhcd St M-Active ESG | 3.09% | 48,651 | $4.8M | Add +17.8% |
| MEAR Ishrs Short Mat Muni Act ETF | 2.61% | 80,676 | $4.1M | Reduce -18.4% |
| NULV Nuveen ESG Large-Cap Val ETF | 2.49% | 95,711 | $3.9M | Reduce -32.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.05% | 57,857 | $3.2M | Reduce -59.8% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.56% | 47,593 | $2.4M | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.86% | 10,934 | $1.3M | Add +0.3% |
| IVW iShares S&P 500 Growth ETF | 0.84% | 14,047 | $1.3M | Reduce -6.5% |
| IGRO iShares Intl Div Growth ETF | 0.47% | 10,178 | $737K | Reduce -19.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.47% | 1,377 | $734K | Add +133.8% |
| LII Lennox International Inc. | 0.40% | 1,119 | $627K | Add +0.2% |
| CASY Casey's General Stores Inc. | 0.38% | 1,366 | $593K | Add +0.1% |
| FENI Fidelity Enhanced Intl ETF | 0.38% | 19,854 | $591K | New |
| VTI VG Morningstar TS MKT ETF-US | 0.30% | 1,682 | $462K | Add +0.2% |
| FELV Fidelity Enh LRG Cap Val ETF | 0.30% | 15,014 | $462K | New |
| FREL Fidelity MSCI RL Est Indx | 0.28% | 15,966 | $439K | Reduce -14.0% |
| MMM 3M Co. | 0.28% | 2,942 | $432K | Add +0.0% |
| AVUS Avantis U.S. Equity ETF | 0.25% | 4,245 | $392K | Add +96.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.23% | 5,373 | $353K | Add +871.6% |
| MSFT Microsoft Corp. | 0.19% | 767 | $288K | Reduce -9.0% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.18% | 2,398 | $287K | Add +0.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.18% | 2,224 | $277K | Add +0.2% |
| BIDD iShares International Divide | 0.15% | 8,933 | $231K | Add +0.2% |
| ESGD iShares Trust iShares ESG Aw | 0.14% | 2,680 | $219K | Reduce -70.8% |
| IVV iShares Core S&P 500 ETF | 0.13% | 349 | $196K | Add +0.3% |
| CVX Chevron Corp. | 0.12% | 1,134 | $190K | Add +0.1% |
| JNJ Johnson & Johnson | 0.12% | 1,138 | $189K | Reduce -20.6% |
| AVDE Avantis International Equity | 0.11% | 2,654 | $176K | Add +27.6% |
| DE Deere & Co. | 0.11% | 349 | $164K | No change |
| WMT Walmart Inc. | 0.10% | 1,843 | $162K | Reduce -14.7% |
| VXUS Vanguard Total Intl Stock | 0.10% | 2,544 | $158K | No change |
| SUSL iShares ESG MSCI USA Leaders | 0.09% | 1,475 | $141K | Add +17.3% |
| FVAL Fidelity Value Factor ETF | 0.09% | 2,288 | $136K | Add +0.4% |
| FDLO Fidelity Low Volat Fact ETF | 0.09% | 2,220 | $135K | Add +0.4% |
| GRMN Garmin Ltd. | 0.08% | 589 | $128K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.08% | 5,019 | $125K | Reduce -82.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.08% | 624 | $120K | Add +860.0% |
| IVE iShares S&P 500 Value ETF | 0.08% | 625 | $119K | Reduce -86.2% |
| TCOM Trip.com Group Ltd.-ADR | 0.07% | 1,826 | $116K | No change |
| LNT Alliant Energy Corp. | 0.07% | 1,668 | $107K | Add +0.8% |
| PFG Principal Financial Group | 0.07% | 1,228 | $104K | Add +0.3% |
| PH Parker Hannifin Corp. | 0.07% | 168 | $102K | Reduce -15.6% |
| AAPL Apple Inc. | 0.06% | 442 | $98K | Reduce -44.2% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.06% | 1,967 | $98K | Add +0.9% |
| INTC Intel Corp. | 0.06% | 4,085 | $93K | No change |
| WFC Wells Fargo & Co. | 0.06% | 1,274 | $91K | Add +0.3% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.06% | 1,710 | $89K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 359 | $89K | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.06% | 371 | $87K | Reduce -12.9% |
| ATLO Ames National Corp. | 0.06% | 4,931 | $86K | Add +1.1% |
| PG The Procter & Gamble Co. | 0.05% | 480 | $82K | Reduce -12.4% |
| CINF Cincinnati Financial Corp. | 0.05% | 547 | $81K | Reduce -17.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 815 | $80K | Add +0.5% |
| KO The Coca-Cola Co. | 0.05% | 1,057 | $76K | Reduce -16.9% |
| STIP iShares 0-5 Year Tips Bond E | 0.05% | 693 | $72K | Add +0.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.05% | 646 | $71K | Add +0.8% |
| BGRN iShares Usd Green Bond ETF | 0.05% | 1,487 | $70K | Reduce -9.5% |
| VTWO Vanguard Russell 2000 ETF | 0.05% | 869 | $70K | Reduce -24.3% |
| NUSC Nuveen ESG Small-Cap ETF | 0.04% | 1,802 | $69K | No change |
| EMR Emerson Electric Co. | 0.04% | 618 | $68K | Reduce -18.4% |
| FQAL Fidelity Quality Factor ETF | 0.04% | 1,056 | $68K | Add +99.6% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.04% | 860 | $68K | Reduce -14.9% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 337 | $67K | No change |
| UMBF Umb Financial Corp. | 0.04% | 643 | $65K | New |
| FBND Fidelity Total Bond ETF | 0.04% | 1,364 | $62K | Add +285.3% |
| CL Colgate-Palmolive Co. | 0.04% | 659 | $62K | Reduce -12.3% |
| DOV Dover Corp. | 0.04% | 351 | $62K | Reduce -18.6% |
| MZTI The Marzetti Company filed as LANCASTER COLONY CORP | 0.04% | 340 | $59K | Reduce -16.5% |
| NDSN Nordson Corp. | 0.04% | 293 | $59K | Reduce -11.8% |
| GPC Genuine Parts Co. | 0.04% | 490 | $58K | Reduce -12.2% |
| AMZN Amazon.com Inc. | 0.04% | 306 | $58K | Reduce -59.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.04% | 1,059 | $58K | Add +928.2% |
| VIG Vanguard Dividend Apprec ETF | 0.04% | 294 | $57K | Add +332.4% |
| NWN Northwest Natural Holding Co. | 0.04% | 1,331 | $57K | Reduce -22.5% |
| GOOGL Alphabet Inc. Class A | 0.03% | 341 | $53K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 438 | $52K | Add +0.2% |
| JMUB JPMorgan Municipal ETF | 0.03% | 1,030 | $52K | Add +0.8% |
| FBTC Fidelity Wise Origin Bitcoin | 0.03% | 666 | $48K | Add +6.7% |
| AVEM Avantis Emerging Markets Eq | 0.03% | 752 | $45K | Add +31.5% |
| ABM Abm Industries Inc. | 0.03% | 908 | $43K | Reduce -21.9% |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.03% | 1,307 | $41K | Reduce -75.1% |
| MFC Manulife Financial Corp. | 0.03% | 1,303 | $41K | Add +0.8% |
| MSEX Middlesex Water Co. | 0.02% | 602 | $39K | Reduce -18.3% |
| ED Consolidated Edison Inc. | 0.02% | 317 | $35K | Reduce -28.8% |
| PEP Pepsico Inc. | 0.02% | 229 | $34K | Reduce -14.2% |
| KVUE Kenvue Inc. | 0.02% | 1,406 | $34K | Reduce -32.7% |
| HRL Hormel Foods Corp. | 0.02% | 1,077 | $33K | Reduce -22.3% |
| JUST Goldman Sachs Just US LRG | 0.02% | 418 | $33K | New |
| NFG National Fuel Gas Co. | 0.02% | 419 | $33K | Reduce -43.5% |
| ADM Archer-Daniels-Midland Co. | 0.02% | 683 | $33K | Reduce -8.1% |
| IBCP Independent Bank Corp. - Mich | 0.02% | 1,063 | $33K | No change |
| FTS Fortis Inc. | 0.02% | 714 | $33K | Reduce -31.2% |
| CWT California Water Service Grp | 0.02% | 672 | $33K | Reduce -21.4% |
| ABBV Abbvie Inc. | 0.02% | 154 | $32K | Reduce -35.3% |
| SYY Sysco Corp. | 0.02% | 424 | $32K | Reduce -26.8% |
| KMB Kimberly-Clark Corp. | 0.02% | 224 | $32K | Reduce -28.0% |
| BKH Black Hills Corp. | 0.02% | 525 | $32K | Reduce -30.7% |
| TR Tootsie Roll Inds | 0.02% | 993 | $31K | Reduce -30.2% |
| ABT Abbott Laboratories | 0.02% | 235 | $31K | Reduce -41.4% |
| BDX Becton Dickinson and Co. | 0.02% | 136 | $31K | Reduce -23.6% |
| PTL Inspire 500 ETF | 0.02% | 150 | $31K | New |
| HTO H2O America filed as SJW GROUP | 0.02% | 562 | $31K | Reduce -26.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.02% | 30 | $30K | Reduce -30.2% |
| VOO Vanguard S&P 500 ETF | 0.02% | 57 | $29K | Reduce -78.7% |
| ADP Automatic Data Processing | 0.02% | 96 | $29K | New |
| SOLV Solventum Corp. | 0.02% | 385 | $29K | No change |
| CBSH Commerce Bancshares Inc. | 0.02% | 465 | $29K | Reduce -39.0% |
| ITW Illinois Tool Works | 0.02% | 116 | $29K | Reduce -31.8% |
| FUL H.B. Fuller Co. filed as FULLER H B CO | 0.02% | 511 | $29K | Reduce -6.4% |
| PPG PPG Industries Inc. | 0.02% | 261 | $29K | Reduce -20.7% |
| JPM JPMorgan Chase & Co. | 0.02% | 116 | $28K | Reduce -5.7% |
| FRT Federal Realty Invs Trust | 0.02% | 290 | $28K | Reduce -27.3% |
| RPM RPM International Inc. | 0.02% | 245 | $28K | Reduce -32.5% |
| TNC Tennant Co. | 0.02% | 355 | $28K | Reduce -19.1% |
| MSA Msa Safety Inc. | 0.02% | 193 | $28K | Reduce -20.9% |
| UBSI United Bankshares Inc. | 0.02% | 815 | $28K | Reduce -33.5% |
| ET Energy Transfer LP | 0.02% | 1,515 | $28K | Add +1.6% |
| PRF Invesco Rafi US 1000 ETF | 0.02% | 696 | $28K | Add +0.4% |
| SPGI S&P Global Inc. | 0.02% | 54 | $28K | Reduce -41.3% |
| IXUS iShares Core Intl Stock ETF | 0.02% | 392 | $27K | No change |
| GRC Gorman-Rupp Co. | 0.02% | 777 | $27K | Reduce -30.7% |
| SWK Stanley Black & Decker Inc. | 0.02% | 354 | $27K | Reduce -24.8% |
| SCL Stepan Co. | 0.02% | 491 | $27K | Reduce -6.3% |
| NUE Nucor Corp. | 0.02% | 217 | $26K | Reduce -21.4% |
| IJR iShares Core S&P Small-Cap E | 0.02% | 248 | $26K | Add +28.5% |
| GEV GE Vernova Inc. | 0.02% | 84 | $26K | No change |
| PFE Pfizer Inc. | 0.02% | 1,000 | $25K | No change |
| CUZ Cousins Properties Inc. | 0.02% | 824 | $24K | Add +1.1% |
| HD Home Depot Inc. | 0.02% | 66 | $24K | No change |
| USB US Bancorp | 0.02% | 568 | $24K | Add +1.1% |
| BNDX Vanguard Total Intl Bond ETF | 0.02% | 491 | $24K | No change |
| GDX Vaneck Gold Miners ETF | 0.01% | 504 | $23K | Reduce -45.5% |
| MINT PIMCO Enhanced Short Maturit | 0.01% | 223 | $22K | Add +961.9% |
| GD General Dynamics Corp. | 0.01% | 80 | $22K | No change |
| SMMU PIMCO SHRT TRM Muni BND ETF | 0.01% | 426 | $21K | Add +0.7% |
| NVDA Nvidia Corp. | 0.01% | 185 | $20K | Add +262.8% |
| WTBA West Bancorporation | 0.01% | 1,000 | $20K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.01% | 568 | $20K | Add +0.2% |
| FUTY Fidelity MSCI US Utilities | 0.01% | 387 | $20K | Add +0.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 468 | $20K | Add +0.7% |
| META Meta Platforms Inc. Class A | 0.01% | 32 | $19K | No change |
| IJH iShares Core S&P Midcap ETF | 0.01% | 316 | $18K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 102 | $18K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.01% | 464 | $18K | Add +0.2% |
| TQQQ Proshares Ultrapro QQQ | 0.01% | 300 | $17K | New |
| VPU Vanguard Utilities ETF | 0.01% | 100 | $17K | Reduce -6.5% |
| GLD SPDR Gold Shares | 0.01% | 55 | $16K | No change |
| HDV iShares Core High Dividend E | 0.01% | 129 | $16K | No change |
| FDMO Fidelity Momentum Factor ETF | 0.01% | 225 | $15K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 119 | $15K | No change |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.01% | 405 | $14K | No change |
| DFAS Dimensional US Small Cap ETF | 0.01% | 229 | $14K | No change |
| PRU Prudential Financial Inc. | 0.01% | 123 | $14K | Add +1.6% |
| CCJ Cameco Corp. | 0.01% | 328 | $13K | No change |
| AWK American Water Works Co. Inc. | 0.01% | 89 | $13K | No change |
| FIDI Fidelity Intl Hi Div ETF | 0.01% | 579 | $12K | Add +1.1% |
| COP Conocophillips | 0.01% | 117 | $12K | Add +0.9% |
| SIRI Sirius XM Holdings Inc. | 0.01% | 480 | $11K | No change |
| AGG iShares Core U.S. Aggregate | 0.01% | 103 | $10K | Add +1.0% |
| DFIS Dimensional International SM | 0.01% | 388 | $10K | No change |
| CSCO Cisco Systems Inc. | 0.01% | 158 | $10K | Add +0.6% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.01% | 75 | $10K | Reduce -75.3% |
| FDEM Fidelity Emrg MRKT Multifact | 0.01% | 323 | $8K | Add +0.6% |
| EAGG iShares ESG Aware US Aggrega | 0.00% | 144 | $7K | Add +0.7% |
| LULU Lululemon Athletica Inc. | 0.00% | 24 | $7K | No change |
| IBD Inspire Corporate Bond ETF | 0.00% | 255 | $6K | Reduce -94.8% |
| IAU iShares Gold Trust | 0.00% | 87 | $5K | No change |
| PRNT The 3D Printing ETF | 0.00% | 261 | $5K | No change |
| ICUI Icu Medical Inc. | 0.00% | 34 | $5K | No change |
| SHAK Shake Shack Inc. Class A | 0.00% | 50 | $4K | New |
| SUSA iShares ESG Optimized MSCI U | 0.00% | 38 | $4K | No change |
| FLTB Fidelity Ltd. TRM BND ETF | 0.00% | 85 | $4K | Add +1.2% |
| HOOD Robinhood Markets Inc. Class A | 0.00% | 100 | $4K | New |
| WVVI Willamette Valley Vineyards | 0.00% | 700 | $4K | No change |
| SUB iShares Short-Term National | 0.00% | 39 | $4K | No change |
| WHR Whirlpool Corp. | 0.00% | 45 | $4K | Add +2.3% |
| WWJD Inspire International ETF | 0.00% | 126 | $4K | No change |
| FAN First Trust Global Wind Ener | 0.00% | 243 | $4K | Add +0.4% |
| MET Metlife Inc. | 0.00% | 45 | $4K | No change |
| MDT Medtronic PLC | 0.00% | 39 | $4K | No change |
| MRK Merck & Co. Inc. | 0.00% | 38 | $3K | No change |
| APLD Applied Digital Corp. | 0.00% | 600 | $3K | Add +500.0% |
| REGN Regeneron Pharmaceuticals | 0.00% | 5 | $3K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.00% | 14 | $2K | No change |
| IEMG iShares Core MSCI Emerging | 0.00% | 45 | $2K | No change |
| FSK FS KKR Capital Corp. | 0.00% | 117 | $2K | No change |
| MCO Moody's Corp. | 0.00% | 5 | $2K | New |
| IEFA iShares Core MSCI Eafe ETF | 0.00% | 30 | $2K | No change |
| ILTB iShares Core 10+ Year Usd Bo | 0.00% | 44 | $2K | No change |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.00% | 61 | $2K | No change |
| T AT&T Inc. | 0.00% | 63 | $2K | Add +1.6% |
| AKRO Akero Therapeutics Inc. | 0.00% | 42 | $2K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 52 | $2K | No change |
| SRPT Sarepta Therapeutics Inc. | 0.00% | 25 | $2K | No change |
| DECK Deckers Outdoor Corp. | 0.00% | 13 | $1K | New |
| GNRC Generac Holdings Inc. | 0.00% | 10 | $1K | New |
| LNG Cheniere Energy Inc. | 0.00% | 5 | $1K | New |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.00% | 73 | $1K | No change |
| SYK Stryker Corp. | 0.00% | 3 | $1K | New |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.00% | 20 | $1K | No change |
| PIPR Piper Sandler Cos | 0.00% | 4 | $981 | No change |
| CVS CVS Health Corp. | 0.00% | 12 | $821 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 14 | $812 | No change |
| GM General Motors Co. | 0.00% | 17 | $800 | No change |
| O Realty Income Corp. | 0.00% | 13 | $764 | No change |
| HNNA Hennessy Advisors Inc. | 0.00% | 68 | $673 | Add +1.5% |