| AVSU Avantis Resp US Equity ETF | 17.60% | 419,224 | $32.0M | Reduce -0.7% |
| ESGV Vanguard ESG US Stock ETF | 12.33% | 185,143 | $22.4M | Reduce -0.0% |
| AVSD Avantis Reps Intern Equi ETF | 8.54% | 208,931 | $15.5M | Add +0.8% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 8.37% | 419,920 | $15.2M | Add +7.6% |
| ESGU iShares ESG Aware MSCI USA | 6.85% | 83,604 | $12.5M | Reduce -2.6% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 5.55% | 103,049 | $10.1M | Add +1.3% |
| TSME Thrivent SML-MDC Eq ETF-US I | 5.42% | 236,333 | $9.8M | Reduce -0.1% |
| MUB iShares National Muni Bond E | 4.33% | 73,410 | $7.9M | Add +2.5% |
| BWZ State Street SPDR Bloomberg | 3.95% | 262,143 | $7.2M | Add +2.8% |
| PYLD PIMCO Multisector Bond Actv | 3.35% | 228,298 | $6.1M | Add +3.1% |
| EMNT PIMCO Enhcd St M-Active ESG | 3.31% | 61,055 | $6.0M | Add +2.9% |
| NULV Nuveen ESG Large-Cap Val ETF | 2.70% | 109,086 | $4.9M | Add +1.9% |
| MINO PIMCO Municipal Income Oppor | 2.38% | 95,581 | $4.3M | Add +2.5% |
| MEAR Ishrs Short Mat Muni Act ETF | 1.79% | 64,674 | $3.3M | Add +2.1% |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 1.69% | 60,427 | $3.1M | Add +2.8% |
| IVW iShares S&P 500 Growth ETF | 1.01% | 14,890 | $1.8M | Add +0.1% |
| ITOT iShares Core S&P Total U.S. | 0.88% | 10,803 | $1.6M | Reduce -1.8% |
| IGRO iShares Intl Div Growth ETF | 0.52% | 11,355 | $940K | Add +1.8% |
| FENI Fidelity Enhanced Intl ETF | 0.45% | 22,582 | $826K | Add +1.6% |
| CASY Casey's General Stores Inc. | 0.42% | 1,371 | $758K | Add +0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.38% | 8,569 | $687K | Add +16.3% |
| FELV Fidelity Enh LRG Cap Val ETF | 0.35% | 18,103 | $627K | Add +3.0% |
| AVUS Avantis U.S. Equity ETF | 0.32% | 5,140 | $575K | Reduce -2.8% |
| LII Lennox International Inc. | 0.30% | 1,126 | $547K | Add +0.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.28% | 7,115 | $517K | Add +3.3% |
| FREL Fidelity MSCI RL Est Indx | 0.26% | 17,831 | $479K | Add +3.2% |
| MMM 3M Co. | 0.26% | 2,943 | $471K | Reduce -0.0% |
| MSFT Microsoft Corp. | 0.21% | 771 | $373K | Reduce -10.6% |
| VEA Vanguard Ftse Developed ETF | 0.19% | 5,536 | $346K | Add +0.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.18% | 966 | $324K | Reduce -42.6% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.18% | 2,433 | $320K | Add +0.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.17% | 2,241 | $316K | Add +0.3% |
| QQQM Invesco Nasdaq 100 ETF | 0.17% | 1,188 | $300K | Add +51.1% |
| AVDE Avantis International Equity | 0.16% | 3,476 | $286K | Reduce -4.8% |
| BIDD iShares International Divide | 0.15% | 9,187 | $265K | Add +1.4% |
| JNJ Johnson & Johnson | 0.13% | 1,149 | $238K | Add +0.3% |
| WMT Walmart Inc. | 0.11% | 1,815 | $202K | No change |
| VXUS Vanguard Total Intl Stock | 0.11% | 2,544 | $192K | No change |
| PFG Principal Financial Group | 0.10% | 2,119 | $187K | Add +71.3% |
| ESGD iShares Trust iShares ESG Aw | 0.10% | 1,962 | $187K | Reduce -27.8% |
| SUSL iShares ESG MSCI USA Leaders | 0.10% | 1,462 | $177K | Reduce -1.2% |
| CVX Chevron Corp. | 0.09% | 1,080 | $165K | Reduce -5.3% |
| DE Deere & Co. | 0.09% | 350 | $163K | Add +0.3% |
| FVAL Fidelity Value Factor ETF | 0.09% | 2,148 | $155K | Add +0.5% |
| FDLO Fidelity Low Volat Fact ETF | 0.08% | 2,243 | $150K | Add +0.3% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 0.08% | 3,643 | $147K | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.08% | 283 | $142K | Reduce -51.4% |
| GOOGL Alphabet Inc. Class A | 0.08% | 442 | $138K | Add +29.2% |
| WFC Wells Fargo & Co. | 0.07% | 1,427 | $133K | Add +0.4% |
| TCOM Trip.com Group Ltd.-ADR | 0.07% | 1,835 | $132K | No change |
| PH Parker Hannifin Corp. | 0.07% | 148 | $130K | Reduce -8.1% |
| AVEM Avantis Emerging Markets Eq | 0.07% | 1,656 | $128K | Add +0.4% |
| SUSB iShares ESG Aware 1-5 Year U | 0.07% | 5,044 | $127K | Add +0.8% |
| IVE iShares S&P 500 Value ETF | 0.07% | 592 | $125K | Reduce -0.2% |
| AAPL Apple Inc. | 0.07% | 452 | $123K | Add +2.0% |
| GRMN Garmin Ltd. | 0.07% | 598 | $121K | Add +0.3% |
| ATLO Ames National Corp. | 0.06% | 5,078 | $117K | Add +0.8% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.06% | 814 | $115K | Add +0.1% |
| FBND Fidelity Total Bond ETF | 0.06% | 2,290 | $105K | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 337 | $104K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 459 | $101K | Reduce -1.7% |
| PVAL Putnam Focused LRG Cap Value | 0.05% | 2,121 | $97K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 818 | $93K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.05% | 313 | $93K | Reduce -14.0% |
| LNT Alliant Energy Corp. | 0.05% | 1,414 | $92K | Add +0.7% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 0.05% | 1,710 | $90K | No change |
| CINF Cincinnati Financial Corp. | 0.05% | 534 | $87K | Add +0.6% |
| LOW Lowe's Cos Inc. | 0.05% | 349 | $84K | Add +0.6% |
| SPMO Invesco S&P 500 Momentum ETF | 0.05% | 702 | $84K | New |
| EMR Emerson Electric Co. | 0.04% | 616 | $82K | Reduce -2.2% |
| VOOG Vanguard S&P 500 Growth ETF | 0.04% | 181 | $80K | Add +0.6% |
| NUSC Nuveen ESG Small-Cap ETF | 0.04% | 1,694 | $76K | Add +1.0% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 524 | $75K | Add +0.6% |
| UMBF Umb Financial Corp. | 0.04% | 648 | $75K | Add +0.3% |
| BGRN iShares Usd Green Bond ETF | 0.04% | 1,526 | $73K | Add +1.4% |
| KO The Coca-Cola Co. | 0.04% | 1,045 | $73K | Add +1.5% |
| DOV Dover Corp. | 0.04% | 370 | $72K | Add +0.3% |
| AMZN Amazon.com Inc. | 0.04% | 306 | $71K | No change |
| JPM JPMorgan Chase & Co. | 0.04% | 219 | $71K | Add +0.5% |
| NDSN Nordson Corp. | 0.04% | 293 | $71K | Reduce -3.0% |
| PG The Procter & Gamble Co. | 0.04% | 487 | $70K | Add +0.6% |
| JPST JPMorgan Ultra-Short Income | 0.04% | 1,357 | $69K | Add +31.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 1,342 | $67K | New |
| IDMO Invesco S&P International DE | 0.03% | 1,107 | $62K | New |
| NWN Northwest Natural Holding Co. | 0.03% | 1,308 | $61K | Add +1.0% |
| GPC Genuine Parts Co. | 0.03% | 497 | $61K | Add +0.8% |
| AWR American States Water Co. filed as AMER STATES WTR CO | 0.03% | 840 | $61K | Add +0.7% |
| MZTI The Marzetti Company | 0.03% | 364 | $60K | Add +0.6% |
| FLRG Fidelity US Multifactor ETF | 0.03% | 1,532 | $58K | Add +0.5% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.03% | 1,134 | $57K | Reduce -43.4% |
| DGRO iShares Core Dividend Growth | 0.03% | 814 | $57K | New |
| GEV GE Vernova Inc. | 0.03% | 84 | $55K | No change |
| XOM Exxon Mobil Corp. | 0.03% | 453 | $55K | Add +2.7% |
| MINT PIMCO Enhanced Short Maturit | 0.03% | 538 | $54K | Add +1.1% |
| CL Colgate-Palmolive Co. | 0.03% | 644 | $51K | Add +0.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.03% | 1,113 | $49K | Add +1.8% |
| EUSB Ishr ESG Advn Universal BD-$ | 0.03% | 1,105 | $49K | Reduce -5.6% |
| MFC Manulife Financial Corp. | 0.03% | 1,336 | $48K | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.03% | 70 | $48K | No change |
| FGDL Franklin Resp Sourced Gold | 0.03% | 830 | $48K | Add +379.8% |
| USXF iShares ESG Advance MSCI USA | 0.03% | 821 | $47K | Add +0.2% |
| DFIV Dimensional International Va | 0.02% | 899 | $45K | New |
| TGT Target Corp. | 0.02% | 416 | $41K | Add +1.0% |
| JUST Goldman Sachs Just US LRG | 0.02% | 416 | $40K | Reduce -0.9% |
| DMXF iShares ESG Advanc MSCI Eafe | 0.02% | 532 | $40K | Add +3.3% |
| FQAL Fidelity Quality Factor ETF | 0.02% | 528 | $40K | Add +0.2% |
| ABM Abm Industries Inc. | 0.02% | 923 | $39K | Add +0.5% |
| GRC Gorman-Rupp Co. | 0.02% | 793 | $38K | Add +0.4% |
| DFSI Dimensional Int Sus COR1 ETF | 0.02% | 871 | $37K | New |
| IVV iShares Core S&P 500 ETF | 0.02% | 54 | $37K | Reduce -81.2% |
| QLTY GMO U.S. Quality ETF | 0.02% | 942 | $36K | New |
| NUE Nucor Corp. | 0.02% | 221 | $36K | Reduce -6.0% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.02% | 701 | $36K | New |
| SWK Stanley Black & Decker Inc. | 0.02% | 480 | $36K | Add +1.1% |
| AOA iShares Core 80/20 Aggressiv | 0.02% | 387 | $35K | Add +1.3% |
| BKH Black Hills Corp. | 0.02% | 494 | $34K | Add +1.0% |
| ABBV Abbvie Inc. | 0.02% | 150 | $34K | Add +0.7% |
| PEP Pepsico Inc. | 0.02% | 237 | $34K | No change |
| BDX Becton Dickinson and Co. | 0.02% | 175 | $34K | Add +0.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.02% | 129 | $33K | Add +0.8% |
| ADM Archer-Daniels-Midland Co. | 0.02% | 577 | $33K | Reduce -6.8% |
| UBSI United Bankshares Inc. | 0.02% | 846 | $32K | Add +0.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.02% | 111 | $32K | Add +0.9% |
| FTS Fortis Inc. | 0.02% | 612 | $32K | Add +0.7% |
| VWO Vanguard Ftse Emerging Marke | 0.02% | 584 | $31K | Add +1.9% |
| TR Tootsie Roll Inds | 0.02% | 855 | $31K | Add +0.1% |
| FUL H.B. Fuller Co. filed as FULLER H B CO | 0.02% | 527 | $31K | Add +0.6% |
| FDEV Fidelity Intl Multifact ETF | 0.02% | 890 | $31K | Add +0.8% |
| SYY Sysco Corp. | 0.02% | 414 | $31K | Add +0.7% |
| SOLV Solventum Corp. | 0.02% | 385 | $31K | No change |
| FRT Federal Realty Invs Trust | 0.02% | 300 | $30K | Add +1.0% |
| SPGI S&P Global Inc. | 0.02% | 57 | $30K | No change |
| TNC Tennant Co. | 0.02% | 402 | $30K | Add +0.3% |
| ITW Illinois Tool Works | 0.02% | 120 | $29K | Add +0.8% |
| MSA Msa Safety Inc. | 0.02% | 184 | $29K | Add +0.6% |
| JIVE JPM Interntl Value ETF filed as J P MORGAN EXCHANGE TRADED F | 0.02% | 357 | $29K | New |
| NFG National Fuel Gas Co. | 0.02% | 357 | $29K | Add +0.6% |
| RPM RPM International Inc. | 0.02% | 269 | $28K | Add +0.8% |
| ABT Abbott Laboratories | 0.02% | 223 | $28K | Add +0.5% |
| GWW WW Grainger Inc. | 0.02% | 28 | $28K | No change |
| PPG PPG Industries Inc. | 0.01% | 266 | $27K | Add +0.8% |
| ED Consolidated Edison Inc. | 0.01% | 273 | $27K | Reduce -6.2% |
| GD General Dynamics Corp. | 0.01% | 80 | $27K | No change |
| HTO H2O America | 0.01% | 549 | $27K | Add +0.9% |
| ET Energy Transfer LP | 0.01% | 1,603 | $26K | Add +2.0% |
| CWT California Water Service Grp | 0.01% | 605 | $26K | Add +0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.01% | 475 | $26K | Add +0.4% |
| LMT Lockheed Martin Corp. | 0.01% | 54 | $26K | New |
| EVIM Eaton Vance Int Muni Income | 0.01% | 489 | $26K | New |
| CBSH Commerce Bancshares Inc. | 0.01% | 495 | $26K | Add +5.5% |
| RLI Rli Corp. | 0.01% | 404 | $26K | Add +3.3% |
| SCL Stepan Co. | 0.01% | 544 | $26K | Add +0.9% |
| JEPI JPMorgan Equity Premium Inco | 0.01% | 448 | $26K | Add +1.8% |
| ADP Automatic Data Processing | 0.01% | 97 | $25K | No change |
| MSEX Middlesex Water Co. | 0.01% | 483 | $24K | Add +0.6% |
| OALC Oneascent Large Cap Core | 0.01% | 687 | $24K | Reduce -5.8% |
| HRL Hormel Foods Corp. | 0.01% | 1,026 | $24K | Add +1.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.01% | 491 | $24K | No change |
| HD Home Depot Inc. | 0.01% | 67 | $23K | No change |
| RTX RTX Corp. | 0.01% | 126 | $23K | Add +7.7% |
| KMB Kimberly-Clark Corp. | 0.01% | 227 | $23K | Add +0.9% |
| AVUV Avantis US Small Cap Value | 0.01% | 216 | $22K | Add +0.5% |
| CUZ Cousins Properties Inc. | 0.01% | 853 | $22K | Add +1.2% |
| KVUE Kenvue Inc. | 0.01% | 1,249 | $22K | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.01% | 32 | $21K | No change |
| CGHM Cap Group Muni High-Income | 0.01% | 828 | $21K | New |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.01% | 118 | $21K | Add +0.8% |
| DINT Davis Select International | 0.01% | 681 | $19K | New |
| BBAG JPMorgan Betabuilders US Agg | 0.01% | 410 | $19K | Add +1.0% |
| AVDV Avantis Intl S/C Value ETF | 0.01% | 198 | $19K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.01% | 120 | $19K | No change |
| ESGE iShares Inc. iShares ESG Awar | 0.01% | 406 | $18K | Reduce -9.0% |
| IJR iShares Core S&P Small-Cap E | 0.01% | 149 | $18K | Reduce -45.2% |
| ITM Vaneck Intermediate Muni ETF | 0.01% | 360 | $17K | Add +0.8% |
| INFL Horizon Kinetics Infl Benef | 0.01% | 380 | $17K | New |
| VCIT Vanguard Int-Term Corporate | 0.01% | 199 | $17K | Add +1.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.01% | 149 | $16K | Add +1.4% |
| BOND PIMCO Active Bond Exchange-T | 0.01% | 173 | $16K | New |
| SHYD Vaneck SH Hi YLD Muni | 0.01% | 700 | $16K | New |
| HDV iShares Core High Dividend E | 0.01% | 130 | $16K | No change |
| INTC Intel Corp. | 0.01% | 400 | $15K | No change |
| PRU Prudential Financial Inc. | 0.01% | 127 | $14K | Add +0.8% |
| WIP State Street SPDR Ftse Inter | 0.01% | 364 | $14K | New |
| LLY Eli Lilly & Co. | 0.01% | 13 | $14K | New |
| BLK BlackRock Inc. | 0.01% | 13 | $14K | New |
| QQQ Invesco QQQ Trust Series 1 | 0.01% | 21 | $13K | Add +425.0% |
| JCPI JP Morgan Inflation MGD Bond | 0.01% | 255 | $12K | New |
| AWK American Water Works Co. Inc. | 0.01% | 91 | $12K | Reduce -6.2% |
| COP Conocophillips | 0.01% | 120 | $11K | Add +0.8% |
| PFFD Global X US Preferred ETF | 0.01% | 553 | $10K | Add +1.6% |
| HON Honeywell International Inc. | 0.01% | 52 | $10K | New |
| VOO Vanguard S&P 500 ETF | 0.01% | 16 | $10K | Reduce -92.3% |
| SLV iShares Silver Trust | 0.01% | 152 | $10K | No change |
| CSCO Cisco Systems Inc. | 0.01% | 122 | $9K | Add +0.8% |
| JPIB JPMorgan Intl BND ETF | 0.01% | 187 | $9K | New |
| OPEN Opendoor Technologies Inc. | 0.00% | 1,500 | $9K | New |
| VIDI Vident Intl Eqty Strat ETF | 0.00% | 223 | $8K | Reduce -5.1% |
| NVDA Nvidia Corp. | 0.00% | 40 | $7K | Reduce -90.5% |
| PRF Invesco Rafi US 1000 ETF | 0.00% | 157 | $7K | Reduce -77.6% |
| EAGG iShares ESG Aware US Aggrega | 0.00% | 149 | $7K | Add +1.4% |
| IJH iShares Core S&P Midcap ETF | 0.00% | 101 | $7K | Reduce -71.6% |
| IBND SS SPDR BB Intl Corp. BD ETF | 0.00% | 203 | $7K | New |
| FSMD Fidelity Small-Mid Multifact | 0.00% | 134 | $6K | No change |
| PRNT The 3D Printing ETF | 0.00% | 263 | $6K | Add +0.8% |
| OACP Oneascent Core Plus Bond ETF | 0.00% | 250 | $6K | Add +0.8% |
| FLDR Fidelity Low Durat Fact ETF | 0.00% | 109 | $5K | Add +1.9% |
| TPIF Timothy Plan Intl ETF | 0.00% | 156 | $5K | Add +0.7% |
| FPRO Fidelity Real Estate Invest | 0.00% | 241 | $5K | Add +0.8% |
| SUSA iShares ESG Optimized MSCI U | 0.00% | 38 | $5K | No change |
| ACHR Archer Aviation Inc. Class A | 0.00% | 700 | $5K | New |
| FAN First Trust Global Wind Ener | 0.00% | 246 | $5K | Add +0.4% |
| LULU Lululemon Athletica Inc. | 0.00% | 24 | $5K | No change |
| ICUI Icu Medical Inc. | 0.00% | 34 | $5K | No change |
| MRK Merck & Co. Inc. | 0.00% | 38 | $4K | No change |
| REGN Regeneron Pharmaceuticals | 0.00% | 5 | $4K | No change |
| MDT Medtronic PLC | 0.00% | 40 | $4K | No change |
| GLDM SPDR Gold Minishares Trust | 0.00% | 45 | $4K | No change |
| MET Metlife Inc. | 0.00% | 46 | $4K | No change |
| TSLA Tesla Inc. | 0.00% | 8 | $4K | No change |
| WHR Whirlpool Corp. | 0.00% | 46 | $3K | No change |
| SUB iShares Short-Term National | 0.00% | 30 | $3K | No change |
| SOXL Direx Dail Semi Bu 3X Et-Usd | 0.00% | 73 | $3K | No change |
| VGSR Vert GLB Sust Re ETF filed as MANAGER DIRECTED PORTFOLIOS | 0.00% | 286 | $3K | No change |
| IBD Inspire Corporate Bond ETF | 0.00% | 120 | $3K | Reduce -89.8% |
| PPTY US Diversified Real Estate E | 0.00% | 91 | $3K | Add +1.1% |
| WVVI Willamette Valley Vineyards | 0.00% | 700 | $2K | No change |
| NBIS Nebius Group NV | 0.00% | 25 | $2K | New |
| FSK FS KKR Capital Corp. | 0.00% | 136 | $2K | Add +8.8% |
| RCAT Red Cat Holdings Inc. | 0.00% | 250 | $2K | New |
| RKT Rocket Cos Inc. Class A | 0.00% | 100 | $2K | Reduce -4.8% |
| LAES Sealsq Corp. | 0.00% | 500 | $2K | New |
| VIAV Viavi Solutions Inc. | 0.00% | 100 | $2K | New |
| IRDM Iridium Communications Inc. | 0.00% | 101 | $2K | New |
| GM General Motors Co. | 0.00% | 17 | $1K | No change |
| KD Kyndryl Holdings Inc. | 0.00% | 52 | $1K | No change |
| IBIT iShares Bitcoin Trust ETF | 0.00% | 28 | $1K | No change |
| JOBY Joby Aviation Inc. | 0.00% | 100 | $1K | New |
| OAEM Oneascent Emrg Markets ETF | 0.00% | 34 | $1K | No change |
| SYK Stryker Corp. | 0.00% | 3 | $1K | No change |
| CMRC Commerce.com Inc. | 0.00% | 250 | $1K | New |
| MDLZ Mondelez International Inc. Class A | 0.00% | 18 | $992 | New |
| CVS CVS Health Corp. | 0.00% | 12 | $990 | No change |
| BHF Brighthouse Financial Inc. | 0.00% | 14 | $907 | No change |
| BETR Better Home & Finance Holdin | 0.00% | 25 | $815 | New |
| O Realty Income Corp. | 0.00% | 14 | $774 | No change |
| HNNA Hennessy Advisors Inc. | 0.00% | 70 | $673 | Add +1.4% |