| VTI VG Morningstar TS MKT ETF-US | 23.73% | 1,295,525 | $356.1M | Reduce -13.4% |
| VEA Vanguard Ftse Developed ETF | 11.90% | 3,512,926 | $178.6M | Reduce -10.6% |
| MUB iShares National Muni Bond E | 5.88% | 836,930 | $88.2M | Reduce -10.6% |
| VWO Vanguard Ftse Emerging Marke | 5.47% | 1,814,957 | $82.1M | Reduce -10.0% |
| ESGD iShares Trust iShares ESG Aw | 4.38% | 805,253 | $65.8M | Reduce -11.5% |
| SUB iShares Short-Term National | 3.73% | 530,703 | $56.0M | Reduce -10.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 3.58% | 310,932 | $53.7M | Reduce -13.4% |
| BND Vanguard Total Bond Market | 3.51% | 717,914 | $52.7M | Reduce -6.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 2.36% | 159,845 | $35.4M | Reduce -12.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.10% | 122,069 | $31.6M | Reduce -13.2% |
| ESGE iShares Inc. iShares ESG Awar | 2.03% | 870,877 | $30.4M | Reduce -22.8% |
| SUSA iShares ESG Optimized MSCI U | 1.54% | 200,854 | $23.1M | Reduce -14.0% |
| BSV Vanguard Short-Term Bond ETF | 1.32% | 252,427 | $19.8M | Reduce -8.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 1.17% | 109,424 | $17.6M | Reduce -12.4% |
| AAPL Apple Inc. | 1.08% | 72,706 | $16.2M | Reduce -5.4% |
| SUSL iShares ESG MSCI USA Leaders | 0.76% | 119,336 | $11.4M | Add +7.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.73% | 59,071 | $11.0M | Reduce -11.5% |
| MSFT Microsoft Corp. | 0.73% | 29,231 | $11.0M | Reduce -7.8% |
| NFLX Netflix Inc. | 0.72% | 11,605 | $10.8M | Reduce -10.3% |
| VNQ Vanguard Real Estate ETF | 0.71% | 118,117 | $10.7M | Reduce -11.5% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.63% | 234,918 | $9.5M | Reduce -8.9% |
| HYD Vaneck High Yield Muni ETF | 0.63% | 184,540 | $9.4M | Reduce -8.2% |
| EMB iShares JP Morgan Usd Emergi | 0.63% | 103,915 | $9.4M | Reduce -1.6% |
| META Meta Platforms Inc. Class A | 0.58% | 15,106 | $8.7M | Reduce -18.8% |
| SCHB Schwab US Broad Market ETF | 0.49% | 341,969 | $7.4M | Reduce -46.1% |
| FRDM Freedom 100 Emeging MRKT ETF | 0.48% | 204,242 | $7.2M | Reduce -78.6% |
| AMZN Amazon.com Inc. | 0.46% | 36,497 | $6.9M | Reduce -5.6% |
| JMSI JPM Sus Municipal Income filed as J P MORGAN EXCHANGE TRADED F | 0.40% | 121,134 | $6.0M | Reduce -7.9% |
| PRF Invesco Rafi US 1000 ETF | 0.37% | 139,115 | $5.6M | No change |
| USFR Wisdomtree Floating Rate Tre | 0.37% | 111,595 | $5.6M | No change |
| JNK SS SPDR BB High Yield Bond | 0.37% | 57,785 | $5.5M | Reduce -9.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.32% | 63,577 | $4.8M | Reduce -42.0% |
| SPOT Spotify Technology SA | 0.31% | 8,497 | $4.7M | Add +0.5% |
| GOOGL Alphabet Inc. Class A | 0.31% | 30,072 | $4.7M | Reduce -13.2% |
| USHY iShares Broad Usd High Yield | 0.30% | 122,426 | $4.5M | Reduce -1.8% |
| SCHP Schwab U.S. Tips ETF | 0.24% | 135,170 | $3.6M | Reduce -11.4% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 58,976 | $3.4M | Reduce -11.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.22% | 9,088 | $3.4M | Add +9.4% |
| NVDA Nvidia Corp. | 0.22% | 30,846 | $3.3M | Add +6.0% |
| SAP Sap SE-Sponsored ADR | 0.22% | 12,189 | $3.3M | Reduce -5.6% |
| LLY Eli Lilly & Co. | 0.20% | 3,581 | $3.0M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.18% | 4,925 | $2.8M | Add +0.0% |
| IEMG iShares Core MSCI Emerging | 0.18% | 50,146 | $2.7M | Reduce -33.9% |
| V Visa Inc. Class A | 0.17% | 7,373 | $2.6M | Add +13.3% |
| BSCQ Invesco Bulletshares 2026 CB | 0.15% | 118,426 | $2.3M | Add +2.0% |
| BSCP Invesco Bulletshares 2025 CB | 0.15% | 111,020 | $2.3M | Add +1.5% |
| BSCT Invesco Bulletshares 2029 CB | 0.15% | 120,688 | $2.2M | Add +6.2% |
| BSCR Invesco Bulletshares 2027 CB | 0.15% | 114,140 | $2.2M | Add +5.7% |
| BSCS Invesco Bulletshares 2028 CB | 0.15% | 109,823 | $2.2M | Add +6.0% |
| GOOG Alphabet Inc. Class C | 0.15% | 14,117 | $2.2M | Reduce -52.1% |
| IWD iShares Russell 1000 Value E | 0.14% | 11,038 | $2.1M | Add +6.3% |
| ECL Ecolab Inc. | 0.14% | 8,144 | $2.1M | Reduce -35.5% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 19,433 | $2.0M | Reduce -1.2% |
| CRM Salesforce Inc. | 0.13% | 7,120 | $1.9M | Reduce -10.8% |
| SONY Sony Group Corp. - SP ADR | 0.12% | 71,611 | $1.8M | Reduce -0.1% |
| RELX Relx PLC - Spon ADR | 0.12% | 35,060 | $1.8M | Reduce -3.2% |
| UNH Unitedhealth Group Inc. | 0.12% | 3,339 | $1.7M | Reduce -3.2% |
| TMUS T-Mobile US Inc. | 0.11% | 6,382 | $1.7M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.11% | 3,101 | $1.7M | Reduce -3.4% |
| GS Goldman Sachs Group Inc. | 0.11% | 3,020 | $1.6M | Reduce -1.3% |
| BSCU Invesco Bulletshares 2030 CB | 0.11% | 98,003 | $1.6M | Add +9.0% |
| BSCV Invesco Bulletshares 2031 CB | 0.11% | 98,856 | $1.6M | Add +8.4% |
| BSCX Invesco Bulletshares 2033 CB | 0.11% | 76,555 | $1.6M | Add +7.3% |
| BSCW Invesco Bulletshares 2032 CB | 0.11% | 78,379 | $1.6M | Add +7.7% |
| IVV iShares Core S&P 500 ETF | 0.11% | 2,836 | $1.6M | Add +0.1% |
| SCHF Schwab Intl Equity ETF | 0.10% | 78,912 | $1.6M | No change |
| BX Blackstone Inc. | 0.10% | 11,147 | $1.6M | Reduce -1.0% |
| BSCY Invesco Bulletshares 2034 CB | 0.10% | 75,356 | $1.5M | Add +8.9% |
| SPGI S&P Global Inc. | 0.10% | 2,995 | $1.5M | Reduce -1.6% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.10% | 21,690 | $1.5M | Reduce -4.2% |
| BSX Boston Scientific Corp. | 0.10% | 14,708 | $1.5M | Add +5.6% |
| UL Unilever PLC | 0.10% | 24,661 | $1.5M | Reduce -14.9% |
| BBVA Banco Bilbao Vizcaya-SP ADR | 0.10% | 105,510 | $1.4M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.10% | 15,993 | $1.4M | Add +13.1% |
| ADBE Adobe Inc. | 0.09% | 3,642 | $1.4M | Reduce -1.8% |
| ADP Automatic Data Processing | 0.09% | 4,535 | $1.4M | Add +1.1% |
| RS Reliance Inc. | 0.09% | 4,559 | $1.3M | Add +4.3% |
| BKNG Booking Holdings Inc. | 0.08% | 276 | $1.3M | Reduce -3.5% |
| HD Home Depot Inc. | 0.08% | 3,437 | $1.3M | Add +4.0% |
| ABT Abbott Laboratories | 0.08% | 9,392 | $1.2M | Add +12.6% |
| NVS Novartis AG-Sponsored ADR | 0.08% | 11,137 | $1.2M | Reduce -30.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.08% | 14,571 | $1.2M | Add +0.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.08% | 9,849 | $1.2M | Reduce -4.9% |
| NOW ServiceNow Inc. | 0.08% | 1,495 | $1.2M | Reduce -2.6% |
| EMLC Vaneck JPM Em Local Curr BND | 0.08% | 48,812 | $1.2M | Reduce -78.6% |
| ITW Illinois Tool Works | 0.08% | 4,668 | $1.2M | Add +6.0% |
| NJR New Jersey Resources Corp. | 0.08% | 23,205 | $1.1M | Add +29.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.08% | 22,258 | $1.1M | Reduce -47.0% |
| NEM Newmont Corp. | 0.08% | 23,513 | $1.1M | New |
| UBER Uber Technologies Inc. | 0.07% | 15,426 | $1.1M | Reduce -61.2% |
| VOO Vanguard S&P 500 ETF | 0.07% | 2,179 | $1.1M | Reduce -18.1% |
| IWB iShares Russell 1000 ETF | 0.07% | 3,641 | $1.1M | Reduce -8.5% |
| SNY Sanofi-ADR | 0.07% | 19,345 | $1.1M | Add +26.9% |
| TSLA Tesla Inc. | 0.07% | 4,097 | $1.1M | Reduce -8.3% |
| AXP American Express Co. | 0.07% | 3,926 | $1.1M | Reduce -2.9% |
| INTU Intuit Inc. | 0.07% | 1,712 | $1.1M | Reduce -7.7% |
| SYK Stryker Corp. | 0.07% | 2,811 | $1.0M | Add +22.5% |
| PGR Progressive Corp. | 0.07% | 3,619 | $1.0M | Reduce -0.8% |
| OTIS Otis Worldwide Corp. | 0.07% | 9,833 | $1.0M | Reduce -4.6% |
| HUBS HubSpot Inc. | 0.07% | 1,772 | $1.0M | Reduce -4.2% |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.07% | 17,492 | $1.0M | Add +0.9% |
| FISV Fiserv Inc. | 0.07% | 4,488 | $991K | Reduce -2.3% |
| CPK Chesapeake Utilities Corp. | 0.07% | 7,648 | $982K | Add +9.1% |
| IWF iShares Russell 1000 Growth | 0.06% | 2,689 | $971K | Add +15.9% |
| SWKS Skyworks Solutions Inc. | 0.06% | 14,993 | $969K | Add +99.8% |
| WELL Welltower Inc. | 0.06% | 6,302 | $966K | Add +14.7% |
| ORCL Oracle Corp. | 0.06% | 6,894 | $964K | Add +5.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 9,758 | $963K | Add +29.4% |
| JPM JPMorgan Chase & Co. | 0.06% | 3,885 | $953K | Add +2.5% |
| CBRE CBRE Group Inc. Class A | 0.06% | 7,240 | $947K | Reduce -0.6% |
| DASH DoorDash Inc. Class A | 0.06% | 5,141 | $940K | Reduce -51.7% |
| PFE Pfizer Inc. | 0.06% | 36,742 | $931K | Add +85.9% |
| COST Costco Wholesale Corp. | 0.06% | 983 | $929K | Reduce -7.3% |
| VZ Verizon Communications Inc. | 0.06% | 20,040 | $909K | Reduce -2.2% |
| AFL Aflac Inc. | 0.06% | 8,127 | $904K | Add +7.6% |
| LYG Lloyds Banking Group PLC-ADR | 0.06% | 233,057 | $890K | Reduce -0.2% |
| JSTC Adasina Social Justice GLB | 0.06% | 48,761 | $882K | No change |
| SMFG Sumitomo Mitsui-Spons ADR | 0.06% | 56,609 | $875K | Reduce -9.2% |
| AMGN Amgen Inc. | 0.06% | 2,726 | $849K | Reduce -26.4% |
| MDLZ Mondelez International Inc. Class A | 0.06% | 12,491 | $848K | Add +5.8% |
| ENTG Entegris Inc. | 0.06% | 9,544 | $835K | Add +13.7% |
| FICO Fair Isaac Corp. | 0.05% | 446 | $822K | Add +4.5% |
| GSK GSK PLC-Spon ADR | 0.05% | 20,938 | $811K | Add +51.8% |
| PAYX Paychex Inc. | 0.05% | 5,236 | $808K | Add +12.1% |
| GILD Gilead Sciences Inc. | 0.05% | 7,150 | $801K | Reduce -22.3% |
| ACN Accenture PLC Class A | 0.05% | 2,524 | $788K | Reduce -9.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.05% | 2,271 | $784K | Add +33.4% |
| CTAS Cintas Corp. | 0.05% | 3,758 | $772K | Add +5.1% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 1,545 | $769K | Add +13.8% |
| ISRG Intuitive Surgical Inc. | 0.05% | 1,548 | $767K | Reduce -29.9% |
| MKSI MKS Inc. filed as MKS INSTRS INC | 0.05% | 9,561 | $766K | Add +10.8% |
| SPEM State Street SP PTF Em ETF | 0.05% | 19,400 | $764K | No change |
| AMAT Applied Materials Inc. | 0.05% | 5,242 | $761K | Add +2.5% |
| PLD Prologis Inc. | 0.05% | 6,757 | $755K | Add +7.3% |
| MRSH Marsh & McLennan Cos | 0.05% | 3,082 | $752K | Add +1.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 2,124 | $749K | Reduce -2.0% |
| GLW Corning Inc. | 0.05% | 16,305 | $746K | Add +2.5% |
| CPA Copa Holdings SA Class A | 0.05% | 8,039 | $743K | Reduce -1.4% |
| MCO Moody's Corp. | 0.05% | 1,581 | $736K | Reduce -3.9% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.05% | 11,854 | $730K | Add +49.3% |
| SITM Sitime Corp. | 0.05% | 4,682 | $716K | Reduce -10.9% |
| LSCC Lattice Semiconductor Corp. | 0.05% | 13,592 | $713K | Add +6.8% |
| T AT&T Inc. | 0.05% | 25,173 | $712K | Add +3.5% |
| HUBB Hubbell Inc. | 0.05% | 2,139 | $708K | Reduce -5.1% |
| IT Gartner Inc. | 0.05% | 1,686 | $708K | Reduce -2.3% |
| VRSK Verisk Analytics Inc. | 0.05% | 2,375 | $707K | Reduce -0.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.05% | 9,524 | $700K | Reduce -40.8% |
| CHKP Check Point Software Tech | 0.05% | 3,019 | $688K | Reduce -6.3% |
| SCHD Schwab US DVD Equity ETF | 0.05% | 24,245 | $678K | Reduce -7.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.04% | 1,268 | $675K | Reduce -58.6% |
| ELV Elevance Health Inc. | 0.04% | 1,493 | $649K | Add +79.2% |
| EBAY eBay Inc. | 0.04% | 9,461 | $641K | Reduce -11.1% |
| CMCSA Comcast Corp. Class A | 0.04% | 17,365 | $641K | Reduce -15.9% |
| FTV Fortive Corp. | 0.04% | 8,638 | $632K | Reduce -2.4% |
| SPG Simon Property Group Inc. | 0.04% | 3,799 | $631K | Reduce -5.1% |
| BR Broadridge Financial Solutio | 0.04% | 2,596 | $629K | Add +5.8% |
| CMG Chipotle Mexican Grill Inc. | 0.04% | 12,508 | $628K | Reduce -12.4% |
| APO Apollo Global Management Inc. | 0.04% | 4,554 | $624K | Add +2.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.04% | 7,722 | $621K | Add +7.2% |
| VEEV Veeva Systems Inc. Class A | 0.04% | 2,678 | $620K | Add +9.2% |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.04% | 11,315 | $619K | Reduce -0.0% |
| EW Edwards Lifesciences Corp. | 0.04% | 8,401 | $609K | Add +11.6% |
| AVGO Broadcom Inc. | 0.04% | 3,615 | $605K | Add +9.0% |
| PNC PNC Financial Services Group | 0.04% | 3,441 | $605K | Add +6.7% |
| PRU Prudential Financial Inc. | 0.04% | 5,410 | $604K | Reduce -11.3% |
| WY Weyerhaeuser Co. | 0.04% | 20,434 | $598K | New |
| SM SM Energy Co. | 0.04% | 19,893 | $596K | Reduce -26.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.04% | 2,390 | $594K | Add +69.0% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.04% | 6,808 | $586K | Reduce -4.0% |
| VTR Ventas Inc. | 0.04% | 8,515 | $585K | Add +9.9% |
| MDT Medtronic PLC | 0.04% | 6,445 | $579K | New |
| MSCI MSCI Inc. | 0.04% | 999 | $565K | Reduce -11.4% |
| DHR Danaher Corp. | 0.04% | 2,755 | $565K | Add +3.8% |
| CPAY Corpay Inc. | 0.04% | 1,611 | $562K | New |
| EXPE Expedia Group Inc. | 0.04% | 3,311 | $557K | Reduce -1.6% |
| SCHW Schwab (charles) Corp. | 0.04% | 6,970 | $546K | Reduce -0.5% |
| ACM Aecom | 0.04% | 5,870 | $544K | Add +0.9% |
| TOST Toast Inc. Class A | 0.04% | 16,360 | $543K | Reduce -22.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.04% | 1,108 | $537K | Reduce -33.0% |
| MS Morgan Stanley | 0.04% | 4,578 | $534K | Reduce -3.1% |
| XLK SS Technology Select Sector | 0.04% | 2,580 | $533K | Reduce -39.4% |
| PPG PPG Industries Inc. | 0.04% | 4,857 | $531K | Add +36.0% |
| CME Cme Group Inc. | 0.03% | 1,967 | $522K | Add +10.9% |
| ING ING Groep N.V.-Sponsored ADR | 0.03% | 26,253 | $514K | Reduce -1.0% |
| ABBV Abbvie Inc. | 0.03% | 2,454 | $514K | Reduce -1.3% |
| ICE Intercontinental Exchange Inc. | 0.03% | 2,970 | $512K | Reduce -1.7% |
| NET Cloudflare Inc. Class A | 0.03% | 4,534 | $511K | Reduce -0.1% |
| HPQ HP Inc. | 0.03% | 18,392 | $509K | Reduce -4.5% |
| GRAB Grab Holdings Ltd. Class A | 0.03% | 110,855 | $502K | Add +33.9% |
| CL Colgate-Palmolive Co. | 0.03% | 5,358 | $502K | Add +0.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.03% | 506 | $500K | Add +1.8% |
| MIDD Middleby Corp. | 0.03% | 3,276 | $498K | Reduce -0.8% |
| NWG Natwest Group PLC -Spon ADR | 0.03% | 41,717 | $497K | Reduce -5.0% |
| PTVE Pactiv Evergreen Inc. | 0.03% | 27,558 | $496K | Add +2.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.03% | 1,970 | $496K | Add +8.9% |
| EQH Equitable Holdings Inc. | 0.03% | 9,396 | $489K | Reduce -2.1% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 0.03% | 6,270 | $487K | Add +8.1% |
| ESGV Vanguard ESG US Stock ETF | 0.03% | 4,968 | $487K | Reduce -1.0% |
| CB Chubb Ltd. | 0.03% | 1,611 | $487K | Reduce -7.8% |
| DHT DHT Holdings Inc. | 0.03% | 46,184 | $485K | Reduce -1.4% |
| SMH Vaneck Semiconductor ETF | 0.03% | 2,288 | $484K | No change |
| SPXC SPX Technologies Inc. | 0.03% | 3,754 | $483K | Reduce -3.0% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.03% | 4,713 | $483K | No change |
| WSO Watsco Inc. | 0.03% | 943 | $479K | Add +0.6% |
| VGT Vanguard Info Tech ETF | 0.03% | 878 | $476K | No change |
| GDDY GoDaddy Inc. Class A | 0.03% | 2,632 | $474K | Reduce -3.2% |
| TFC Truist Financial Corp. | 0.03% | 11,510 | $474K | Add +31.6% |
| IDXX Idexx Laboratories Inc. | 0.03% | 1,119 | $470K | Add +11.9% |
| TSCO Tractor Supply Company | 0.03% | 8,418 | $464K | Reduce -3.8% |
| STT State Street Corp. | 0.03% | 5,168 | $463K | Add +13.1% |
| AIG American International Group | 0.03% | 5,249 | $456K | Reduce -1.6% |
| JBL Jabil Inc. | 0.03% | 3,321 | $452K | Reduce -2.6% |
| AVB Avalonbay Communities Inc. | 0.03% | 2,084 | $447K | Add +3.2% |
| CI The Cigna Group | 0.03% | 1,339 | $441K | Reduce -27.9% |
| BP BP PLC-Spons ADR | 0.03% | 13,000 | $439K | New |
| AMP Ameriprise Financial Inc. | 0.03% | 907 | $439K | Add +8.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.03% | 9,522 | $439K | No change |
| GFS Globalfoundries Inc. | 0.03% | 11,882 | $439K | Reduce -22.3% |
| NMR Nomura Holdings Inc.-Spon ADR | 0.03% | 70,432 | $433K | Reduce -29.5% |
| USB US Bancorp | 0.03% | 9,992 | $422K | Reduce -4.9% |
| TAK Takeda Pharmaceutic-SP ADR | 0.03% | 28,337 | $421K | Reduce -29.8% |
| DXCM Dexcom Inc. | 0.03% | 6,094 | $416K | Add +18.6% |
| TECH Bio-Techne Corp. | 0.03% | 7,098 | $416K | New |
| AON Aon PLC Class A | 0.03% | 1,040 | $415K | Add +14.3% |
| ADSK Autodesk Inc. | 0.03% | 1,582 | $414K | Add +1.7% |
| VTS Vitesse Energy Inc. | 0.03% | 16,775 | $412K | Add +28.8% |
| AFRM Affirm Holdings Inc. | 0.03% | 9,103 | $411K | Reduce -32.2% |
| SCHA Schwab US Small-Cap ETF | 0.03% | 17,484 | $410K | Add +0.1% |
| ALL Allstate Corp. | 0.03% | 1,974 | $409K | Add +24.2% |
| AMT American Tower Corp. | 0.03% | 1,869 | $407K | Reduce -11.1% |
| WCC Wesco International Inc. | 0.03% | 2,611 | $405K | Reduce -3.0% |
| EFA iShares MSCI Eafe ETF | 0.03% | 4,950 | $405K | Add +71.5% |
| STZ Constellation Brands Inc. Class A | 0.03% | 2,196 | $403K | Add +41.2% |
| NDAQ Nasdaq Inc. | 0.03% | 5,291 | $401K | Add +6.2% |
| CCI Crown Castle Inc. | 0.03% | 3,829 | $399K | Reduce -11.0% |
| RMD Resmed Inc. | 0.03% | 1,780 | $398K | Reduce -30.6% |
| CSL Carlisle Cos Inc. | 0.03% | 1,161 | $395K | Add +2.2% |
| PHM Pultegroup Inc. | 0.03% | 3,841 | $395K | Reduce -2.9% |
| BMY Bristol-Myers Squibb Co. | 0.03% | 6,443 | $393K | Reduce -38.0% |
| CPNG Coupang Inc. | 0.03% | 17,628 | $387K | Reduce -34.3% |
| RJF Raymond James Financial Inc. | 0.03% | 2,741 | $381K | New |
| MNDY Monday.com Ltd. | 0.03% | 1,565 | $381K | Reduce -2.3% |
| TYL Tyler Technologies Inc. | 0.03% | 650 | $378K | Add +3.8% |
| GLNG Golar LNG Ltd. | 0.02% | 9,825 | $373K | Reduce -13.6% |
| ABNB Airbnb Inc. Class A | 0.02% | 3,114 | $372K | Add +17.3% |
| ROP Roper Technologies Inc. | 0.02% | 629 | $371K | Add +0.3% |
| GEV GE Vernova Inc. | 0.02% | 1,212 | $370K | New |
| WFC Wells Fargo & Co. | 0.02% | 5,131 | $368K | Add +0.0% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 0.02% | 35,846 | $367K | Reduce -7.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 550 | $364K | Add +2.2% |
| CDW CDW Corp. | 0.02% | 2,273 | $364K | Reduce -5.6% |
| ZTS Zoetis Inc. | 0.02% | 2,206 | $363K | Add +17.0% |
| DECK Deckers Outdoor Corp. | 0.02% | 3,246 | $363K | Add +1.3% |
| PENG Penguin Solutions Inc. | 0.02% | 20,818 | $362K | Add +3.5% |
| NE Noble Corp. PLC | 0.02% | 15,024 | $356K | Add +23.7% |
| ESAB Esab Corp. | 0.02% | 3,036 | $354K | Reduce -0.4% |
| KLIC Kulicke & Soffa Industries | 0.02% | 10,442 | $344K | Reduce -8.8% |
| DFS Discover Financial Services | 0.02% | 2,017 | $344K | Add +8.4% |
| PLTR Palantir Technologies Inc. Class A | 0.02% | 4,070 | $344K | Add +3.5% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 0.02% | 3,007 | $343K | Add +15.7% |
| IWM iShares Russell 2000 ETF | 0.02% | 1,717 | $343K | Reduce -13.3% |
| ETN Eaton Corp. PLC | 0.02% | 1,257 | $342K | Add +1.9% |
| AEG Aegon Ltd.-NY Reg SHR | 0.02% | 51,847 | $342K | Reduce -8.2% |
| PSA Public Storage | 0.02% | 1,139 | $341K | Add +0.2% |
| BCS Barclays PLC-Spons ADR | 0.02% | 22,186 | $341K | Add +0.3% |
| PECO Phillips Edison & Company Inc. | 0.02% | 9,296 | $339K | No change |
| IUSG iShares Core S&P U.S. Growth | 0.02% | 2,654 | $337K | No change |
| BLK BlackRock Inc. | 0.02% | 356 | $337K | Reduce -7.0% |
| IVW iShares S&P 500 Growth ETF | 0.02% | 3,598 | $334K | Add +0.1% |
| VSH Vishay Intertechnology Inc. | 0.02% | 20,891 | $332K | Add +40.2% |
| OMC Omnicom Group | 0.02% | 3,998 | $331K | Reduce -18.9% |
| NTRS Northern Trust Corp. | 0.02% | 3,337 | $329K | Reduce -2.1% |
| AL Sumisho Air Lease Corp. filed as AIR LEASE CORP | 0.02% | 6,780 | $328K | Reduce -10.1% |
| PSO Pearson PLC-Sponsored ADR | 0.02% | 20,388 | $326K | Add +3.0% |
| REPX Riley Exploration Permian Inc. | 0.02% | 11,166 | $326K | Add +33.5% |
| CEG Constellation Energy | 0.02% | 1,610 | $325K | Reduce -3.5% |
| SWK Stanley Black & Decker Inc. | 0.02% | 4,195 | $323K | Reduce -15.6% |
| AER Aercap Holdings NV | 0.02% | 3,152 | $322K | Reduce -2.9% |
| IQV Iqvia Holdings Inc. | 0.02% | 1,814 | $320K | Add +17.3% |
| DK Delek US Holdings Inc. | 0.02% | 21,177 | $319K | Add +87.4% |
| AYI Acuity Inc. | 0.02% | 1,206 | $318K | Reduce -6.0% |
| APP AppLovin Corp. Class A | 0.02% | 1,192 | $316K | Reduce -22.8% |
| DELL Dell Technologies -C | 0.02% | 3,461 | $315K | Reduce -7.2% |
| FMC FMC Corp. | 0.02% | 7,431 | $314K | Add +35.8% |
| DHI D.R. Horton Inc. | 0.02% | 2,464 | $313K | Reduce -11.8% |
| DCI Donaldson Co. Inc. | 0.02% | 4,662 | $313K | Reduce -29.6% |
| IGF iShares Global Infrastructur | 0.02% | 5,700 | $312K | No change |
| HPE Hewlett Packard Enterprise | 0.02% | 20,070 | $310K | Add +4.1% |
| CTVA Corteva Inc. | 0.02% | 4,870 | $306K | Add +2.3% |
| LYV Live Nation Entertainment Inc. | 0.02% | 2,323 | $303K | Add +2.7% |
| JLL Jones Lang Lasalle Inc. | 0.02% | 1,207 | $299K | Reduce -9.0% |
| MSEX Middlesex Water Co. | 0.02% | 4,662 | $299K | Reduce -27.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.02% | 8,177 | $298K | Add +16.6% |
| JNJ Johnson & Johnson | 0.02% | 1,785 | $296K | Reduce -4.8% |
| SNA Snap-on Inc. | 0.02% | 877 | $296K | Add +2.8% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.02% | 4,128 | $295K | Add +3.6% |
| CCOI Cogent Communications Holdin | 0.02% | 4,792 | $294K | Reduce -0.8% |
| HOOD Robinhood Markets Inc. Class A | 0.02% | 6,979 | $290K | Reduce -8.1% |
| SNOW Snowflake Inc. | 0.02% | 1,983 | $290K | New |
| UFPI Ufp Industries Inc. | 0.02% | 2,703 | $289K | New |
| MET Metlife Inc. | 0.02% | 3,585 | $288K | Add +3.0% |
| FORM Formfactor Inc. | 0.02% | 10,123 | $286K | Add +13.7% |
| UPS United Parcel Service Class B | 0.02% | 2,589 | $285K | New |
| PINS Pinterest Inc. Class A | 0.02% | 9,105 | $282K | Add +21.5% |
| UTL Unitil Corp. | 0.02% | 4,838 | $279K | Reduce -3.6% |
| SYF Synchrony Financial | 0.02% | 5,245 | $278K | Add +4.9% |
| BXP BXP Inc. | 0.02% | 4,114 | $276K | Reduce -24.4% |
| GIS General Mills Inc. | 0.02% | 4,615 | $276K | Reduce -43.6% |
| TNK Teekay Tankers Ltd. Class A | 0.02% | 7,203 | $276K | Add +26.3% |
| DD Dupont DE Nemours Inc. | 0.02% | 3,680 | $275K | Reduce -1.5% |
| SAN Banco Santander SA-Spon ADR | 0.02% | 40,993 | $275K | Reduce -2.5% |
| RF Regions Financial Corp. | 0.02% | 12,561 | $273K | Add +19.7% |
| XYZ Block Inc. | 0.02% | 4,984 | $271K | Reduce -5.7% |
| Z Zillow Group Inc. Class C | 0.02% | 3,920 | $269K | New |
| HST Host Hotels & Resorts Inc. | 0.02% | 18,860 | $268K | Reduce -5.9% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.02% | 1,495 | $267K | Add +4.7% |
| AXON Axon Enterprise Inc. | 0.02% | 504 | $265K | Add +1.4% |
| SFL SFL Corp. Ltd. | 0.02% | 32,306 | $265K | Reduce -28.9% |
| STNG Scorpio Tankers Inc. | 0.02% | 6,985 | $262K | Add +11.3% |
| GRNT Granite Ridge Resources Inc. | 0.02% | 43,129 | $262K | Add +113.9% |
| ILMN Illumina Inc. | 0.02% | 3,293 | $261K | New |
| EXPD Expeditors Intl Wash Inc. | 0.02% | 2,168 | $261K | Reduce -35.7% |
| DFUS Dimensional US Eq MKT ETF | 0.02% | 4,301 | $260K | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.02% | 4,198 | $259K | Reduce -39.6% |
| EME Emcor Group Inc. | 0.02% | 683 | $252K | Add +21.3% |
| TDG Transdigm Group Inc. | 0.02% | 182 | $252K | Add +6.4% |
| SNX TD Synnex Corp. | 0.02% | 2,417 | $251K | Add +1.4% |
| DLTR Dollar Tree Inc. | 0.02% | 3,345 | $251K | Add +5.2% |
| PG The Procter & Gamble Co. | 0.02% | 1,472 | $251K | Reduce -12.2% |
| TELFY Telefonica SA-Spon ADR | 0.02% | 53,749 | $250K | Reduce -29.0% |
| KMB Kimberly-Clark Corp. | 0.02% | 1,760 | $250K | Add +2.0% |
| ITOT iShares Core S&P Total U.S. | 0.02% | 2,044 | $249K | New |
| TRV The Travelers Cos Inc. | 0.02% | 942 | $249K | Reduce -10.6% |
| REGN Regeneron Pharmaceuticals | 0.02% | 387 | $245K | Reduce -28.6% |
| CW Curtiss-Wright Corp. | 0.02% | 769 | $244K | Add +4.1% |
| AXTA Axalta Coating Systems Ltd. | 0.02% | 7,343 | $244K | Add +11.3% |
| HIG Hartford Insurance Group Inc. | 0.02% | 1,966 | $243K | Add +2.9% |
| PHG Koninklijke Philips NVR- NY | 0.02% | 9,554 | $243K | Reduce -5.6% |
| LITE Lumentum Holdings Inc. | 0.02% | 3,881 | $242K | Add +4.9% |
| APH Amphenol Corp. Class A | 0.02% | 3,661 | $240K | Add +1.7% |
| AEIS Advanced Energy Industries | 0.02% | 2,517 | $240K | Add +43.4% |
| CARR Carrier Global Corp. | 0.02% | 3,737 | $237K | Add +10.5% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.02% | 1,975 | $236K | Add +0.1% |
| VFH Vanguard Financials ETF | 0.02% | 1,968 | $235K | No change |
| UCTT Ultra Clean Holdings Inc. | 0.02% | 10,934 | $234K | Reduce -17.6% |
| ARGX Argenx SE - ADR | 0.02% | 393 | $233K | Reduce -17.9% |
| LOW Lowe's Cos Inc. | 0.02% | 997 | $233K | New |
| IVE iShares S&P 500 Value ETF | 0.02% | 1,210 | $231K | Add +0.3% |
| TGT Target Corp. | 0.02% | 2,202 | $230K | Reduce -26.2% |
| USFD US Foods Holding Corp. | 0.02% | 3,502 | $229K | Add +6.9% |
| FUL H.B. Fuller Co. filed as FULLER H B CO | 0.02% | 4,060 | $228K | Reduce -15.0% |
| FLS Flowserve Corp. | 0.02% | 4,626 | $226K | Reduce -15.4% |
| TWLO Twilio Inc. Class A | 0.01% | 2,295 | $225K | New |
| EPM Evolution Petroleum Corp. | 0.01% | 42,721 | $221K | Add +8.2% |
| HWM Howmet Aerospace Inc. | 0.01% | 1,698 | $220K | New |
| ATI Ati Inc. | 0.01% | 4,199 | $218K | Reduce -32.7% |
| VLTO Veralto Corp. | 0.01% | 2,237 | $218K | Reduce -1.2% |
| GTLS Chart Industries Inc. | 0.01% | 1,505 | $217K | New |
| VSGX Vanguard ESG Intl Stock ETF | 0.01% | 3,683 | $217K | Reduce -34.0% |
| LRCX Lam Research Corp. | 0.01% | 2,987 | $217K | New |
| GATX Gatx Corp. | 0.01% | 1,397 | $217K | New |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 2,068 | $217K | Reduce -25.3% |
| TTWO Take-Two Interactive Softwre | 0.01% | 1,043 | $216K | New |
| FAST Fastenal Co. | 0.01% | 2,786 | $216K | New |
| XLF SS Financial Select Sector | 0.01% | 4,284 | $213K | Reduce -56.4% |
| ARW Arrow Electronics Inc. | 0.01% | 2,031 | $211K | Reduce -10.3% |
| ALNY Alnylam Pharmaceuticals Inc. | 0.01% | 773 | $209K | Reduce -45.7% |
| PH Parker Hannifin Corp. | 0.01% | 343 | $208K | Reduce -2.3% |
| BTI British American Tob-SP ADR | 0.01% | 5,017 | $208K | New |
| RBLX Roblox Corp. Class A | 0.01% | 3,542 | $206K | New |
| EFX Equifax Inc. | 0.01% | 846 | $206K | Reduce -6.5% |
| PWR Quanta Services Inc. | 0.01% | 810 | $206K | Add +14.9% |
| ALAB Astera Labs Inc. | 0.01% | 3,417 | $204K | Reduce -10.2% |
| CART Maplebear Inc. | 0.01% | 5,059 | $202K | New |
| VNO Vornado Realty Trust | 0.01% | 5,443 | $201K | Reduce -4.2% |
| TEAM Atlassian Corp. Class A | 0.01% | 943 | $200K | New |
| AMPY Amplify Energy Corp. | 0.01% | 51,872 | $194K | New |
| RKLB Rocket Lab USA Inc. | 0.01% | 10,628 | $190K | New |
| LBRT Liberty Energy Inc. | 0.01% | 11,786 | $187K | Reduce -15.3% |
| CSTM Constellium SE | 0.01% | 15,159 | $153K | Add +12.8% |
| MPT Medical Properties Trust Inc. | 0.01% | 24,140 | $146K | Add +5.0% |
| AMPS Altus Power Inc. | 0.01% | 27,174 | $135K | Add +21.1% |
| RIVN Rivian Automotive Inc. Class A | 0.01% | 10,593 | $132K | Reduce -31.7% |
| AVK Advent Convert & Income | 0.01% | 10,154 | $117K | New |
| VOD Vodafone Group PLC-SP ADR | 0.01% | 12,371 | $116K | Reduce -37.8% |
| ERIC Ericsson (lm) Tel-SP ADR filed as TELEFONAKTIEBOLAGET LM ERICS | 0.01% | 13,443 | $104K | Reduce -7.2% |
| NAT Nordic American Tankers Ltd. | 0.01% | 39,470 | $97K | Add +37.8% |
| SKYT Skywater Technology Inc. | 0.01% | 12,126 | $86K | Reduce -24.2% |
| MFG Mizuho Financial Group-ADR | 0.01% | 14,479 | $80K | Reduce -4.0% |
| NOK Nokia Corp.-Spon ADR | 0.00% | 11,968 | $63K | Add +3.7% |
| SB Safe Bulkers Inc. | 0.00% | 15,599 | $58K | Reduce -19.2% |
| HL Hecla Mining Co. | 0.00% | 10,229 | $57K | New |
| PSEC Prospect Capital Corp. | 0.00% | 13,479 | $55K | New |
| WIT Wipro Ltd.-ADR | 0.00% | 15,372 | $47K | Reduce -6.2% |
| DC Dakota Gold Corp. | 0.00% | 17,101 | $45K | Add +3.9% |
| LCID Lucid Group Inc. | 0.00% | 15,086 | $37K | New |
| ZVIA Zevia PBC-A | 0.00% | 12,215 | $26K | Reduce -6.5% |
| DHC Diversified Healthcare Trust | 0.00% | 10,620 | $25K | New |
| NOVAQ Sunnova Energy International | 0.00% | 22,198 | $8K | New |