| VCRB Vanguard Core Bond ETF | 14.41% | 823,649 | $63.7M | New |
| FIGB Fidelity Invest GRD BND ETF | 10.84% | 1,114,630 | $48.0M | New |
| IGF iShares Global Infrastructur | 5.29% | 348,959 | $23.4M | Add +5.2% |
| AAPL Apple Inc. | 4.55% | 79,289 | $20.1M | Add +18.9% |
| NVDA Nvidia Corp. | 3.43% | 86,912 | $15.2M | Add +27.0% |
| MSFT Microsoft Corp. | 3.32% | 39,675 | $14.7M | Add +38.9% |
| GOOGL Alphabet Inc. Class A | 2.43% | 37,398 | $10.8M | Add +4.2% |
| AMZN Amazon.com Inc. | 2.30% | 48,877 | $10.2M | Add +20.8% |
| DJP Ipath Bloomberg Commodity Inc. filed as BARCLAYS BANK PLC | 2.14% | 196,355 | $9.5M | Add +8.3% |
| CAT Caterpillar Inc. | 1.48% | 9,252 | $6.6M | Add +48.8% |
| LLY Eli Lilly & Co. | 1.35% | 6,479 | $6.0M | Add +34.0% |
| XOM Exxon Mobil Corp. | 1.34% | 34,940 | $5.9M | Add +83.0% |
| VTI VG Morningstar TS MKT ETF-US | 1.31% | 18,072 | $5.8M | New |
| LMBS First Trust Low Duration Opp | 1.28% | 113,616 | $5.7M | New |
| IBDT iShares Ibonds Dec 2028 ETF | 1.22% | 213,474 | $5.4M | Add +14.7% |
| JPM JPMorgan Chase & Co. | 1.18% | 17,788 | $5.2M | Add +38.7% |
| AVGO Broadcom Inc. | 1.16% | 16,550 | $5.1M | Add +16.4% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.14% | 207,912 | $5.0M | Add +5.7% |
| WMT Walmart Inc. | 1.12% | 39,970 | $5.0M | Add +107.5% |
| IBDR iShares Ibonds Dec 2026 Term | 1.10% | 200,103 | $4.9M | Add +14.1% |
| ABBV Abbvie Inc. | 1.07% | 21,721 | $4.7M | Add +32.3% |
| META Meta Platforms Inc. Class A | 0.98% | 7,573 | $4.3M | Add +21.5% |
| VNQI Vanguard GLBL Ex-US Real Est | 0.98% | 97,349 | $4.3M | New |
| HBT HBT Financial Inc. | 0.97% | 160,487 | $4.3M | Add +857.6% |
| JNJ Johnson & Johnson | 0.85% | 15,382 | $3.8M | Add +70.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.82% | 32,982 | $3.6M | Add +78.3% |
| IBDU iShares Ibonds Dec 2029 Term | 0.78% | 148,493 | $3.5M | Add +401.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.70% | 6,494 | $3.1M | Add +42.9% |
| TSLA Tesla Inc. | 0.67% | 7,938 | $3.0M | Add +2.9% |
| CVX Chevron Corp. | 0.60% | 12,823 | $2.7M | Add +68.8% |
| MU Micron Technology Inc. | 0.59% | 7,686 | $2.6M | Reduce -9.3% |
| HD Home Depot Inc. | 0.56% | 7,595 | $2.5M | Add +58.3% |
| PG The Procter & Gamble Co. | 0.56% | 17,018 | $2.5M | Add +94.4% |
| LMT Lockheed Martin Corp. | 0.54% | 3,962 | $2.4M | Add +112.3% |
| AMD Advanced Micro Devices | 0.53% | 11,545 | $2.3M | Add +2.5% |
| MA Mastercard Inc. Class A | 0.46% | 4,100 | $2.0M | Add +26.0% |
| MRK Merck & Co. Inc. | 0.45% | 16,589 | $2.0M | Add +106.3% |
| PEP Pepsico Inc. | 0.43% | 12,274 | $1.9M | Add +115.8% |
| V Visa Inc. Class A | 0.41% | 6,059 | $1.8M | Add +3.0% |
| BLK BlackRock Inc. | 0.40% | 1,860 | $1.8M | Add +129.9% |
| PLTR Palantir Technologies Inc. Class A | 0.38% | 11,389 | $1.7M | Add +3.2% |
| KLAC KLA Corp. | 0.37% | 1,123 | $1.7M | Reduce -0.2% |
| PM Philip Morris International | 0.36% | 9,757 | $1.6M | Add +349.4% |
| CSCO Cisco Systems Inc. | 0.36% | 20,638 | $1.6M | Add +290.9% |
| ABT Abbott Laboratories | 0.35% | 15,080 | $1.5M | Add +77.6% |
| RTX RTX Corp. | 0.35% | 7,952 | $1.5M | Add +49.5% |
| COST Costco Wholesale Corp. | 0.34% | 1,527 | $1.5M | Add +3.3% |
| MCD McDonald's Corp. | 0.34% | 4,780 | $1.5M | Add +57.1% |
| SYK Stryker Corp. | 0.33% | 4,489 | $1.5M | Add +98.2% |
| MS Morgan Stanley | 0.33% | 8,892 | $1.5M | Add +18.8% |
| IBTG iShares Ibonds Dec 2026 Term | 0.33% | 63,074 | $1.4M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 5,914 | $1.4M | Add +33.6% |
| IBTH iShares Ibonds Dec 2027 Term | 0.32% | 63,532 | $1.4M | No change |
| EMR Emerson Electric Co. | 0.31% | 10,605 | $1.4M | Add +25.9% |
| IWR iShares Russell Mid-Cap ETF | 0.30% | 13,700 | $1.3M | New |
| NFLX Netflix Inc. | 0.30% | 13,638 | $1.3M | Reduce -10.3% |
| EAGG iShares ESG Aware US Aggrega | 0.29% | 26,858 | $1.3M | Add +45.5% |
| NEE Nextera Energy Inc. | 0.28% | 13,456 | $1.2M | Add +168.9% |
| KO The Coca-Cola Co. | 0.27% | 15,545 | $1.2M | Reduce -3.7% |
| JCI Johnson Controls Internation | 0.27% | 9,008 | $1.2M | Add +3.3% |
| FITB Fifth Third Bancorp | 0.27% | 25,387 | $1.2M | Add +3.2% |
| VEA Vanguard Ftse Developed ETF | 0.26% | 17,874 | $1.1M | New |
| LIN Linde PLC | 0.26% | 2,294 | $1.1M | Add +28.0% |
| UNP Union Pacific Corp. | 0.25% | 4,553 | $1.1M | Add +50.8% |
| T AT&T Inc. | 0.25% | 38,014 | $1.1M | Add +72.8% |
| CRM Salesforce Inc. | 0.25% | 5,811 | $1.1M | Add +343.9% |
| AMAT Applied Materials Inc. | 0.24% | 3,057 | $1.0M | Add +74.9% |
| GE General Electric filed as GE AEROSPACE | 0.23% | 3,663 | $1.0M | Reduce -23.0% |
| GOOG Alphabet Inc. Class C | 0.23% | 3,574 | $1.0M | Add +165.1% |
| AXP American Express Co. | 0.23% | 3,341 | $1.0M | Add +5.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 6,318 | $1.0M | Add +30.8% |
| ADP Automatic Data Processing | 0.23% | 4,913 | $998K | Add +53.7% |
| UNH Unitedhealth Group Inc. | 0.22% | 3,647 | $987K | Add +272.1% |
| C Citigroup Inc. | 0.22% | 8,550 | $970K | Add +37.1% |
| DE Deere & Co. | 0.22% | 1,721 | $969K | Add +151.2% |
| PH Parker Hannifin Corp. | 0.22% | 1,066 | $954K | Add +156.3% |
| VYM Vanguard High DVD Yield ETF | 0.21% | 6,413 | $950K | New |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 1,928 | $948K | Add +29.9% |
| GILD Gilead Sciences Inc. | 0.21% | 6,784 | $945K | Add +3.1% |
| EXPE Expedia Group Inc. | 0.21% | 4,046 | $934K | Add +3.4% |
| ISRG Intuitive Surgical Inc. | 0.21% | 2,016 | $929K | Add +2.1% |
| COP Conocophillips | 0.21% | 6,996 | $923K | New |
| SO The Southern Co. | 0.21% | 9,446 | $912K | Add +303.7% |
| ANET Arista Networks Inc. | 0.20% | 7,313 | $898K | Add +3.8% |
| WMB Williams Cos Inc. | 0.20% | 12,294 | $895K | Add +2.8% |
| MPC Marathon Petroleum Corp. | 0.20% | 3,589 | $876K | Add +2.6% |
| WEC WEC Energy Group Inc. | 0.20% | 7,527 | $871K | Add +49.4% |
| GEV GE Vernova Inc. | 0.19% | 986 | $861K | Add +2.8% |
| MCK McKesson Corp. | 0.19% | 994 | $860K | Add +3.5% |
| APH Amphenol Corp. Class A | 0.19% | 6,799 | $859K | Reduce -13.0% |
| CME Cme Group Inc. | 0.19% | 2,902 | $857K | Add +4.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 8,729 | $841K | Add +44.9% |
| IBHF iShares Ibond 2026 HY & Inc. | 0.18% | 34,659 | $795K | Add +15.8% |
| VZ Verizon Communications Inc. | 0.18% | 15,793 | $793K | Add +46.6% |
| IBHG iShares Ibonds 2027 HY Inc. | 0.18% | 35,631 | $789K | Add +6.6% |
| PANW Palo Alto Networks Inc. | 0.18% | 4,870 | $781K | Add +2.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.17% | 3,534 | $765K | Add +21.6% |
| VONE Vanguard Russell 1000 | 0.17% | 2,564 | $757K | New |
| SCHW Schwab (charles) Corp. | 0.17% | 7,808 | $734K | Add +3.9% |
| IBHH iShares Ibonds 2028 TM HY Inc. | 0.16% | 30,711 | $721K | Add +14.5% |
| EVRG Evergy Inc. | 0.16% | 8,694 | $712K | Add +3.3% |
| ORLY O'reilly Automotive Inc. | 0.16% | 7,702 | $711K | Add +237.1% |
| RCL Royal Caribbean Cruises Ltd. | 0.16% | 2,545 | $700K | New |
| ALL Allstate Corp. | 0.16% | 3,361 | $697K | Add +28.7% |
| AEE Ameren Corporation | 0.15% | 6,233 | $685K | Add +3.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.15% | 7,520 | $681K | New |
| PGR Progressive Corp. | 0.15% | 3,410 | $676K | Add +30.1% |
| MMM 3M Co. | 0.15% | 4,637 | $673K | Add +2.8% |
| EOG EOG Resources Inc. | 0.15% | 4,508 | $652K | New |
| MPWR Monolithic Power Systems Inc. | 0.14% | 578 | $632K | Add +3.2% |
| GM General Motors Co. | 0.14% | 8,437 | $629K | Add +3.1% |
| PFE Pfizer Inc. | 0.14% | 21,946 | $616K | New |
| DHR Danaher Corp. | 0.14% | 3,209 | $608K | Add +62.5% |
| EQIX Equinix Inc. | 0.13% | 606 | $594K | Add +4.0% |
| PLD Prologis Inc. | 0.13% | 4,479 | $592K | Add +60.7% |
| PPL PPL Corp. | 0.13% | 15,277 | $584K | Reduce -46.3% |
| IBHI iShares Ibonds 2029 TM HY Inc. | 0.13% | 24,981 | $582K | New |
| HWM Howmet Aerospace Inc. | 0.13% | 2,508 | $578K | Add +58.5% |
| CFG Citizens Financial Group | 0.13% | 9,582 | $575K | Add +3.3% |
| ORCL Oracle Corp. | 0.13% | 3,905 | $574K | Add +107.2% |
| WELL Welltower Inc. | 0.13% | 2,854 | $564K | Add +3.0% |
| DHI D.R. Horton Inc. | 0.12% | 3,950 | $542K | Add +68.7% |
| BKR Baker Hughes Co. | 0.12% | 8,835 | $539K | Add +3.3% |
| WFC Wells Fargo & Co. | 0.12% | 6,522 | $519K | Add +1.9% |
| MDLZ Mondelez International Inc. Class A | 0.11% | 8,753 | $505K | New |
| FICO Fair Isaac Corp. | 0.11% | 468 | $500K | Add +2.9% |
| AMT American Tower Corp. | 0.11% | 2,854 | $493K | New |
| NOW ServiceNow Inc. | 0.11% | 4,704 | $492K | Add +2.2% |
| DOV Dover Corp. | 0.11% | 2,358 | $492K | Add +96.5% |
| CMI Cummins Inc. | 0.11% | 897 | $483K | Reduce -61.4% |
| BSX Boston Scientific Corp. | 0.11% | 7,594 | $477K | Reduce -18.1% |
| TKO Tko Group Holdings Inc. | 0.11% | 2,347 | $473K | New |
| RSG Republic Services Inc. | 0.11% | 2,158 | $473K | Add +3.2% |
| NEM Newmont Corp. | 0.11% | 4,331 | $469K | Add +3.0% |
| AGG iShares Core U.S. Aggregate | 0.10% | 4,655 | $462K | New |
| USB US Bancorp | 0.10% | 8,824 | $459K | New |
| MET Metlife Inc. | 0.10% | 6,330 | $448K | Add +2.9% |
| CMCSA Comcast Corp. Class A | 0.10% | 15,531 | $446K | New |
| ACN Accenture PLC Class A | 0.10% | 2,248 | $446K | New |
| IBTK iShares Ibonds Dec 2030 Trea | 0.10% | 22,603 | $446K | Add +27.7% |
| UBER Uber Technologies Inc. | 0.10% | 5,991 | $431K | Add +3.0% |
| IBTI iShares Ibonds Dec 2028 Term | 0.10% | 19,209 | $428K | No change |
| IBTJ iShares Ibonds Dec 2029 Term | 0.10% | 19,589 | $428K | No change |
| BX Blackstone Inc. | 0.10% | 3,691 | $424K | Add +2.2% |
| GWW WW Grainger Inc. | 0.09% | 373 | $407K | Add +4.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.09% | 17,667 | $387K | Add +42.7% |
| TMUS T-Mobile US Inc. | 0.09% | 1,841 | $387K | Add +3.5% |
| SHW The Sherwin-Williams Co. | 0.09% | 1,174 | $376K | Add +2.8% |
| AFL Aflac Inc. | 0.08% | 3,249 | $356K | No change |
| IWD iShares Russell 1000 Value E | 0.08% | 1,654 | $353K | New |
| DVA Davita Inc. | 0.08% | 2,284 | $351K | New |
| VEU Vanguard Ftse All-World Ex-U | 0.08% | 4,665 | $350K | New |
| LOW Lowe's Cos Inc. | 0.08% | 1,421 | $336K | New |
| CBSH Commerce Bancshares Inc. | 0.08% | 6,806 | $335K | Add +48.1% |
| HCA HCA Healthcare Inc. | 0.08% | 707 | $335K | Add +2.9% |
| WAT Waters Corp. | 0.08% | 1,116 | $332K | Add +4.4% |
| ITOT iShares Core S&P Total U.S. | 0.07% | 2,247 | $320K | New |
| PWR Quanta Services Inc. | 0.07% | 573 | $315K | New |
| MRVL Marvell Technology Inc. | 0.07% | 3,151 | $312K | New |
| SBUX Starbucks Corp. | 0.07% | 3,437 | $308K | Add +2.6% |
| CEG Constellation Energy | 0.07% | 1,089 | $304K | Reduce -2.8% |
| FDX FedEx Corp. | 0.07% | 838 | $298K | New |
| WRB WR Berkley Corp. filed as BERKLEY W R CORP | 0.07% | 4,491 | $298K | Add +2.8% |
| ECL Ecolab Inc. | 0.07% | 1,117 | $297K | Add +3.8% |
| INVH Invitation Homes Inc. | 0.07% | 11,902 | $296K | New |
| UPS United Parcel Service Class B | 0.07% | 2,994 | $295K | New |
| IVV iShares Core S&P 500 ETF | 0.07% | 450 | $294K | New |
| SPGI S&P Global Inc. | 0.07% | 688 | $293K | Reduce -8.8% |
| SPG Simon Property Group Inc. | 0.07% | 1,566 | $292K | Add +2.6% |
| ED Consolidated Edison Inc. | 0.07% | 2,546 | $288K | New |
| XEL Xcel Energy Inc. | 0.07% | 3,627 | $288K | New |
| CTAS Cintas Corp. | 0.06% | 1,684 | $285K | Add +2.2% |
| INTC Intel Corp. | 0.06% | 6,371 | $281K | New |
| HSY The Hershey Co. | 0.06% | 1,339 | $278K | Add +2.1% |
| VMC Vulcan Materials Co. | 0.06% | 1,020 | $278K | New |
| HON Honeywell International Inc. | 0.06% | 1,217 | $275K | New |
| FCX Freeport-McMoran Inc. | 0.06% | 4,560 | $268K | Add +3.3% |
| ADBE Adobe Inc. | 0.06% | 1,084 | $263K | New |
| GS Goldman Sachs Group Inc. | 0.06% | 309 | $261K | Add +20.2% |
| HYXF iShares ESG Adv High Yield | 0.06% | 5,575 | $258K | New |
| PSA Public Storage | 0.06% | 933 | $253K | Add +3.1% |
| CTVA Corteva Inc. | 0.06% | 2,955 | $247K | Reduce -7.2% |
| PSX Phillips 66 | 0.06% | 1,338 | $244K | New |
| UAL United Airlines Holdings Inc. | 0.05% | 2,597 | $239K | Add +3.4% |
| GRMN Garmin Ltd. | 0.05% | 1,022 | $237K | Add +1.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.05% | 818 | $235K | New |
| MCHP Microchip Technology Inc. | 0.05% | 3,633 | $235K | New |
| IP International Paper Co. | 0.05% | 6,553 | $234K | New |
| COIN Coinbase Global Inc. Class A | 0.05% | 1,332 | $233K | Add +9.5% |
| MNST Monster Beverage Corp. | 0.05% | 3,136 | $227K | Add +3.4% |
| APD Air Products & Chemicals Inc. | 0.05% | 781 | $227K | New |
| TGT Target Corp. | 0.05% | 1,869 | $227K | New |
| CL Colgate-Palmolive Co. | 0.05% | 2,644 | $225K | Reduce -14.5% |
| O Realty Income Corp. | 0.05% | 3,675 | $225K | Add +3.5% |
| CHRW C.H. Robinson Worldwide Inc. | 0.05% | 1,344 | $223K | Add +3.5% |
| IWF iShares Russell 1000 Growth | 0.05% | 518 | $221K | New |
| ADI Analog Devices Inc. | 0.05% | 675 | $215K | New |
| BA The Boeing Co. | 0.05% | 1,078 | $215K | New |
| GLW Corning Inc. | 0.05% | 1,574 | $214K | New |
| KVUE Kenvue Inc. | 0.05% | 12,261 | $211K | Add +9.2% |
| WM Waste Management Inc. | 0.05% | 917 | $211K | New |
| DASH DoorDash Inc. Class A | 0.05% | 1,392 | $209K | Add +9.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 783 | $205K | New |
| MLM Martin Marietta Materials | 0.05% | 345 | $203K | Add +4.5% |
| CI The Cigna Group | 0.05% | 760 | $203K | New |
| MO Altria Group Inc. | 0.05% | 3,053 | $201K | New |