| SPY SS SPDR S&P 500 ETF Trust-US | 9.81% | 222,521 | $121.1M | Reduce -0.3% |
| MDY State Street SPDR S&P Midcap | 5.26% | 121,386 | $65.0M | Add +0.2% |
| IBTF iShares Ibonds Dec 2025 Term | 3.89% | 2,067,890 | $48.0M | Add +6.7% |
| IBTE iShares Ibonds Dec 2024 Term | 3.88% | 1,998,580 | $47.9M | Add +3.9% |
| BSCQ Invesco Bulletshares 2026 CB | 3.86% | 2,483,966 | $47.6M | Add +9.6% |
| BSCR Invesco Bulletshares 2027 CB | 3.52% | 2,260,693 | $43.5M | Add +14.3% |
| BSCS Invesco Bulletshares 2028 CB | 3.49% | 2,162,045 | $43.1M | Add +15.2% |
| VEA Vanguard Ftse Developed ETF | 3.31% | 826,886 | $40.9M | Add +0.7% |
| FTRB Fed Hermes TTL RTRN BND | 2.96% | 1,473,945 | $36.5M | New |
| MSFT Microsoft Corp. | 2.85% | 78,757 | $35.2M | Reduce -2.3% |
| GUNR NT Mstar GLBL NR ETF | 2.63% | 809,824 | $32.5M | Reduce -3.5% |
| NVDA Nvidia Corp. | 2.56% | 256,228 | $31.7M | Reduce -8.3% |
| AAPL Apple Inc. | 2.32% | 136,164 | $28.7M | Reduce -3.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.23% | 536,338 | $27.5M | Add +6.5% |
| GOOG Alphabet Inc. Class C | 1.91% | 128,777 | $23.6M | Reduce -2.7% |
| BND Vanguard Total Bond Market | 1.90% | 325,651 | $23.5M | Reduce -12.4% |
| PG The Procter & Gamble Co. | 1.52% | 113,835 | $18.8M | Reduce -5.7% |
| EFA iShares MSCI Eafe ETF | 1.10% | 173,467 | $13.6M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 1.09% | 306,976 | $13.4M | Add +3.5% |
| AMZN Amazon.com Inc. | 1.05% | 67,276 | $13.0M | Reduce -0.6% |
| FAST Fastenal Co. | 1.00% | 195,909 | $12.3M | Reduce -3.5% |
| JPM JPMorgan Chase & Co. | 1.00% | 60,798 | $12.3M | Reduce -2.5% |
| GII State Street SPDR S&P Global | 0.96% | 216,625 | $11.8M | Add +4.3% |
| HD Home Depot Inc. | 0.92% | 32,981 | $11.4M | Reduce -1.7% |
| JPIB JPMorgan Intl BND ETF | 0.83% | 218,396 | $10.3M | Add +4.4% |
| GQRE NT GLBL Qual Re ETF | 0.76% | 172,021 | $9.4M | Add +2.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.71% | 181,034 | $8.8M | Add +4.5% |
| RWO State Street SPDR Dow Jones | 0.70% | 206,800 | $8.6M | Add +1.9% |
| ICE Intercontinental Exchange Inc. | 0.63% | 57,217 | $7.8M | Reduce -3.7% |
| MA Mastercard Inc. Class A | 0.63% | 17,530 | $7.7M | Add +0.5% |
| COST Costco Wholesale Corp. | 0.61% | 8,806 | $7.5M | Reduce -1.8% |
| PANW Palo Alto Networks Inc. | 0.61% | 22,077 | $7.5M | Reduce -4.0% |
| IBMP iShares Ibonds Dec 2027 Term | 0.60% | 297,192 | $7.4M | Add +2.1% |
| IJR iShares Core S&P Small-Cap E | 0.59% | 68,206 | $7.3M | Reduce -4.3% |
| FISV Fiserv Inc. | 0.58% | 47,806 | $7.1M | Reduce -3.6% |
| META Meta Platforms Inc. Class A | 0.58% | 14,085 | $7.1M | Add +5.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.57% | 275,858 | $7.0M | Add +12.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.56% | 382,910 | $7.0M | New |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.56% | 277,865 | $7.0M | Add +0.2% |
| IBMN iShares Ibonds Dec 2025 Term | 0.55% | 255,960 | $6.8M | Add +13.0% |
| ITW Illinois Tool Works | 0.52% | 27,151 | $6.4M | Reduce -1.6% |
| TMO Thermo Fisher Scientific Inc. | 0.52% | 11,610 | $6.4M | Reduce -3.0% |
| USB US Bancorp | 0.51% | 159,428 | $6.3M | Reduce -0.8% |
| MCD McDonald's Corp. | 0.50% | 24,303 | $6.2M | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.49% | 12,140 | $6.1M | Reduce -8.1% |
| PEP Pepsico Inc. | 0.47% | 35,533 | $5.9M | Reduce -0.6% |
| XOM Exxon Mobil Corp. | 0.47% | 49,912 | $5.7M | Add +2.1% |
| BSMT Invesco Bulletshares 2029 MB | 0.45% | 241,536 | $5.5M | Add +2.0% |
| ORCL Oracle Corp. | 0.44% | 38,827 | $5.5M | Add +1.9% |
| JNJ Johnson & Johnson | 0.41% | 34,447 | $5.0M | Reduce -2.5% |
| CVX Chevron Corp. | 0.38% | 30,194 | $4.7M | Reduce -2.3% |
| CRM Salesforce Inc. | 0.38% | 18,345 | $4.7M | Add +11.9% |
| CMG Chipotle Mexican Grill Inc. | 0.38% | 74,375 | $4.7M | Reduce -4.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.37% | 41,768 | $4.6M | Add +0.1% |
| ABT Abbott Laboratories | 0.37% | 43,704 | $4.5M | Reduce -1.0% |
| AMT American Tower Corp. | 0.37% | 23,293 | $4.5M | Reduce -2.1% |
| DHR Danaher Corp. | 0.36% | 18,003 | $4.5M | Reduce -1.9% |
| NKE Nike Inc. Class B | 0.35% | 57,057 | $4.3M | Reduce -0.7% |
| ADBE Adobe Inc. | 0.33% | 7,314 | $4.1M | Add +0.8% |
| V Visa Inc. Class A | 0.33% | 15,411 | $4.0M | Reduce -2.7% |
| KLAC KLA Corp. | 0.31% | 4,698 | $3.9M | Reduce -3.8% |
| IBMM iShares Ibonds Dec 2024 Term | 0.27% | 129,198 | $3.4M | Add +193.5% |
| CVS CVS Health Corp. | 0.27% | 56,900 | $3.4M | Add +0.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.26% | 3,623 | $3.3M | Reduce -4.1% |
| MDLZ Mondelez International Inc. Class A | 0.26% | 49,618 | $3.2M | Add +0.4% |
| ISRG Intuitive Surgical Inc. | 0.26% | 7,160 | $3.2M | Reduce -6.3% |
| LLY Eli Lilly & Co. | 0.25% | 3,385 | $3.1M | Add +1.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 5 | $3.1M | No change |
| ANSS Ansys Inc. | 0.24% | 9,114 | $2.9M | Reduce -1.2% |
| DE Deere & Co. | 0.23% | 7,733 | $2.9M | Reduce -3.8% |
| CMCSA Comcast Corp. Class A | 0.23% | 73,025 | $2.9M | Add +2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 28,352 | $2.8M | Reduce -0.1% |
| SPGI S&P Global Inc. | 0.23% | 6,305 | $2.8M | Reduce -1.8% |
| NSC Norfolk Southern Corp. | 0.23% | 13,074 | $2.8M | Add +1.7% |
| CDW CDW Corp. | 0.22% | 12,396 | $2.8M | Add +100.9% |
| ZBH Zimmer Biomet Holdings Inc. | 0.22% | 24,960 | $2.7M | Reduce -0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 15,346 | $2.7M | Add +3.1% |
| XLB SS Materials Select Sector | 0.21% | 29,429 | $2.6M | Reduce -2.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.21% | 39,714 | $2.5M | Add +24.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 9,342 | $2.5M | Add +4.1% |
| CSCO Cisco Systems Inc. | 0.20% | 51,333 | $2.4M | Add +3.4% |
| KO The Coca-Cola Co. | 0.19% | 36,198 | $2.3M | Add +19.5% |
| LNT Alliant Energy Corp. | 0.18% | 44,272 | $2.3M | Reduce -0.6% |
| HON Honeywell International Inc. | 0.18% | 10,491 | $2.2M | Add +6.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.17% | 5,236 | $2.1M | Add +4.3% |
| ADI Analog Devices Inc. | 0.17% | 9,305 | $2.1M | Reduce -1.3% |
| MRSH Marsh & McLennan Cos | 0.17% | 10,063 | $2.1M | Add +1.3% |
| EOG EOG Resources Inc. | 0.16% | 16,147 | $2.0M | Reduce -2.1% |
| BDX Becton Dickinson and Co. | 0.16% | 8,628 | $2.0M | Add +15.6% |
| GD General Dynamics Corp. | 0.16% | 6,863 | $2.0M | Add +1.9% |
| CBOE Cboe Global Markets Inc. | 0.16% | 11,675 | $2.0M | No change |
| PFE Pfizer Inc. | 0.16% | 70,622 | $2.0M | Add +0.8% |
| VXF Vanguard Extended Market ETF | 0.16% | 11,640 | $2.0M | Add +6.9% |
| QCOM Qualcomm Inc. | 0.16% | 9,789 | $1.9M | Reduce -3.4% |
| IHF iShares U.S. Healthcare Prov | 0.15% | 36,454 | $1.9M | Reduce -1.9% |
| ECL Ecolab Inc. | 0.15% | 7,934 | $1.9M | Reduce -15.4% |
| BX Blackstone Inc. | 0.15% | 15,011 | $1.9M | Add +0.6% |
| INTC Intel Corp. | 0.14% | 56,712 | $1.8M | Reduce -2.1% |
| TFC Truist Financial Corp. | 0.14% | 44,880 | $1.7M | Add +4.5% |
| IAK iShares U.S. Insurance ETF | 0.14% | 15,183 | $1.7M | Reduce -0.7% |
| VXUS Vanguard Total Intl Stock | 0.14% | 28,315 | $1.7M | Reduce -12.4% |
| DCI Donaldson Co. Inc. | 0.14% | 23,856 | $1.7M | Reduce -1.7% |
| WCN Waste Connections Inc. | 0.13% | 9,492 | $1.7M | Reduce -7.6% |
| BA The Boeing Co. | 0.13% | 8,951 | $1.6M | Add +1.9% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.13% | 34,310 | $1.6M | Add +3.1% |
| COR Cencora Inc. | 0.13% | 7,050 | $1.6M | Add +3.5% |
| BMY Bristol-Myers Squibb Co. | 0.13% | 37,466 | $1.6M | Reduce -0.7% |
| TDG Transdigm Group Inc. | 0.13% | 1,217 | $1.6M | Reduce -8.7% |
| VGSH Vanguard Short-Term Treasury | 0.12% | 26,272 | $1.5M | Add +1.7% |
| UNP Union Pacific Corp. | 0.12% | 6,730 | $1.5M | Add +87.6% |
| BLK BlackRock Finance Inc. | 0.12% | 1,907 | $1.5M | Add +0.4% |
| VLTO Veralto Corp. | 0.12% | 15,421 | $1.5M | Reduce -1.9% |
| VMC Vulcan Materials Co. | 0.11% | 5,658 | $1.4M | Reduce -12.3% |
| ADP Automatic Data Processing | 0.11% | 5,819 | $1.4M | Reduce -0.8% |
| MAS Masco Corp. | 0.11% | 20,519 | $1.4M | Add +20.0% |
| SCHW Schwab (charles) Corp. | 0.11% | 18,489 | $1.4M | Add +6.7% |
| SO The Southern Co. | 0.11% | 17,228 | $1.3M | No change |
| XLP SS Consumer Staples Sel Sect | 0.11% | 17,417 | $1.3M | Reduce -0.2% |
| CBRE CBRE Group Inc. Class A | 0.11% | 14,908 | $1.3M | Reduce -1.1% |
| NEE Nextera Energy Inc. | 0.11% | 18,626 | $1.3M | Add +3.6% |
| MCO Moody's Corp. | 0.11% | 3,113 | $1.3M | Reduce -3.0% |
| IBDP iShares Ibonds Dec 2024 Term | 0.10% | 50,956 | $1.3M | Reduce -35.2% |
| T AT&T Inc. | 0.10% | 66,546 | $1.3M | Add +13.3% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.10% | 10,997 | $1.3M | Reduce -1.3% |
| HAL Halliburton Co. | 0.10% | 37,161 | $1.3M | Reduce -0.6% |
| TECH Bio-Techne Corp. | 0.10% | 17,437 | $1.2M | Reduce -2.0% |
| MKL Markel Group Inc. | 0.10% | 772 | $1.2M | Reduce -5.6% |
| FCX Freeport-McMoran Inc. | 0.10% | 24,913 | $1.2M | Add +1.2% |
| HEI.A Heico Corp. Class A | 0.09% | 6,305 | $1.1M | Reduce -2.8% |
| EMR Emerson Electric Co. | 0.09% | 9,901 | $1.1M | Add +0.6% |
| PAYX Paychex Inc. | 0.09% | 8,978 | $1.1M | Reduce -2.2% |
| DD Dupont DE Nemours Inc. | 0.09% | 13,147 | $1.1M | Add +2.1% |
| ALL Allstate Corp. | 0.09% | 6,590 | $1.1M | Reduce -0.0% |
| BBWI Bath & Body Works Inc. | 0.08% | 26,523 | $1.0M | Add +14.5% |
| GSK GSK PLC-Spon ADR | 0.08% | 26,429 | $1.0M | Add +12.6% |
| VZ Verizon Communications Inc. | 0.08% | 24,639 | $1.0M | Reduce -1.4% |
| BIIB Biogen Inc. | 0.08% | 4,350 | $1.0M | Add +4.9% |
| ABBV Abbvie Inc. | 0.08% | 5,878 | $1.0M | Add +0.5% |
| BSCO Invesco Bulletshares 2024 CB | 0.08% | 47,268 | $995K | Add +23.7% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.08% | 38,866 | $966K | Add +37.0% |
| AMD Advanced Micro Devices | 0.08% | 5,917 | $960K | Reduce -2.0% |
| HTLD Heartland Express Inc. | 0.07% | 73,528 | $907K | Add +13.9% |
| GOOGL Alphabet Inc. Class A | 0.07% | 4,563 | $831K | Reduce -1.3% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 12,193 | $831K | Add +2.5% |
| WFC Wells Fargo & Co. | 0.07% | 13,865 | $823K | Add +8.7% |
| AXP American Express Co. | 0.07% | 3,524 | $816K | Reduce -0.1% |
| SYK Stryker Corp. | 0.07% | 2,384 | $811K | Reduce -3.0% |
| PM Philip Morris International | 0.06% | 7,861 | $797K | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 0.06% | 4,894 | $778K | Reduce -1.7% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.06% | 7,278 | $756K | No change |
| PYPL PayPal Holdings Inc. | 0.06% | 12,668 | $735K | Add +58.2% |
| IDXX Idexx Laboratories Inc. | 0.06% | 1,487 | $724K | Reduce -2.0% |
| VEEV Veeva Systems Inc. Class A | 0.06% | 3,950 | $723K | Reduce -2.6% |
| AFL Aflac Inc. | 0.06% | 8,009 | $715K | Reduce -0.2% |
| MS Morgan Stanley | 0.06% | 7,137 | $694K | No change |
| ACN Accenture PLC Class A | 0.06% | 2,259 | $685K | Reduce -1.4% |
| ODFL Old Dominion Freight Line | 0.05% | 3,806 | $672K | Add +107.1% |
| SUSA iShares ESG Optimized MSCI U | 0.05% | 5,939 | $667K | No change |
| BSCP Invesco Bulletshares 2025 CB | 0.05% | 32,307 | $661K | Add +106.4% |
| CSGP Costar Group Inc. | 0.05% | 8,657 | $642K | Reduce -0.8% |
| WMT Walmart Inc. | 0.05% | 9,461 | $641K | Add +1.0% |
| AON Aon PLC Class A | 0.05% | 2,158 | $634K | No change |
| CI The Cigna Group | 0.05% | 1,910 | $631K | Reduce -0.7% |
| SCHB Schwab US Broad Market ETF | 0.05% | 10,000 | $629K | No change |
| DUK Duke Energy Corp. | 0.05% | 6,039 | $605K | No change |
| CPRT Copart Inc. | 0.05% | 11,095 | $601K | Reduce -0.3% |
| MCHP Microchip Technology Inc. | 0.05% | 6,376 | $583K | Add +158.7% |
| IEMG iShares Core MSCI Emerging | 0.04% | 10,174 | $545K | Add +4.2% |
| INTU Intuit Inc. | 0.04% | 822 | $540K | Add +21.8% |
| CTSH Cognizant Tech Solutions-A | 0.04% | 7,922 | $539K | Reduce -0.1% |
| VRSK Verisk Analytics Inc. | 0.04% | 1,998 | $539K | Reduce -2.9% |
| ROP Roper Technologies Inc. | 0.04% | 951 | $536K | Reduce -2.9% |
| MIDD Middleby Corp. | 0.04% | 4,292 | $526K | Reduce -0.1% |
| COP Conocophillips | 0.04% | 4,561 | $522K | Add +6.5% |
| MTDR Matador Resources Co. | 0.04% | 8,500 | $507K | No change |
| WSC Willscot Holdings Corp. | 0.04% | 13,097 | $493K | Reduce -0.2% |
| ASML ASML Holding NV-NY Reg SHS | 0.04% | 480 | $491K | Add +3.0% |
| GWRE Guidewire Software Inc. | 0.04% | 3,485 | $481K | Reduce -0.2% |
| CLX Clorox Company | 0.04% | 3,358 | $458K | Reduce -1.8% |
| EEM iShares MSCI Emerging Market | 0.04% | 10,668 | $454K | Reduce -17.4% |
| PSX Phillips 66 | 0.04% | 3,211 | $453K | Add +3.0% |
| EW Edwards Lifesciences Corp. | 0.04% | 4,846 | $448K | No change |
| MUB iShares National Muni Bond E | 0.04% | 4,111 | $438K | No change |
| ES Eversource Energy | 0.04% | 7,717 | $438K | No change |
| TYL Tyler Technologies Inc. | 0.04% | 869 | $437K | Add +33.3% |
| PBE Invesco Biotechnology & Geno | 0.04% | 6,709 | $435K | Reduce -1.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.03% | 1,094 | $419K | Reduce -3.9% |
| BSMP Invesco Bulletshares 2025 MB | 0.03% | 17,163 | $417K | Add +184.9% |
| KMX Carmax Inc. | 0.03% | 5,602 | $411K | Reduce -3.6% |
| AMP Ameriprise Financial Inc. | 0.03% | 959 | $410K | No change |
| KNSL Kinsale Capital Group Inc. | 0.03% | 1,022 | $394K | No change |
| WST West Pharmaceutical Services | 0.03% | 1,186 | $391K | Add +43.9% |
| CAT Caterpillar Inc. | 0.03% | 1,165 | $388K | Reduce -2.1% |
| LOW Lowe's Cos Inc. | 0.03% | 1,719 | $379K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 5,117 | $372K | No change |
| YUM Yum! Brands Inc. | 0.03% | 2,777 | $368K | Reduce -1.1% |
| RTX RTX Corp. | 0.03% | 3,658 | $367K | Add +0.4% |
| MRK Merck & Co. Inc. | 0.03% | 2,941 | $364K | No change |
| SU Suncor Energy Inc. | 0.03% | 9,471 | $361K | Reduce -4.5% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.03% | 3,373 | $359K | Add +8.6% |
| MO Altria Group Inc. | 0.03% | 7,646 | $348K | No change |
| ETN Eaton Corp. PLC | 0.03% | 1,091 | $342K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,816 | $332K | No change |
| SHW The Sherwin-Williams Co. | 0.03% | 1,101 | $329K | Reduce -3.3% |
| BSMO Invesco Bulletshares 2024 MB | 0.03% | 13,105 | $325K | New |
| ZTS Zoetis Inc. | 0.03% | 1,835 | $318K | Add +48.2% |
| URI United Rentals Inc. | 0.03% | 490 | $317K | No change |
| FTV Fortive Corp. | 0.03% | 4,254 | $315K | Reduce -5.1% |
| STZ Constellation Brands Inc. Class A | 0.03% | 1,219 | $314K | Reduce -0.7% |
| XEL Xcel Energy Inc. | 0.03% | 5,796 | $310K | No change |
| IVV iShares Core S&P 500 ETF | 0.03% | 565 | $309K | No change |
| POOL Pool Corp. | 0.03% | 1,005 | $309K | Reduce -0.1% |
| BSCU Invesco Bulletshares 2030 CB | 0.02% | 18,914 | $308K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 7,558 | $301K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 1,820 | $299K | Add +2.8% |
| ESML iShares ESG Aware MSCI USA S | 0.02% | 7,519 | $289K | No change |
| ILMN Illumina Inc. | 0.02% | 2,772 | $289K | Reduce -31.9% |
| HHH Howard Hughes Holdings Inc. | 0.02% | 4,421 | $287K | No change |
| LMT Lockheed Martin Corp. | 0.02% | 608 | $284K | Reduce -4.1% |
| EAGG iShares ESG Aware US Aggrega | 0.02% | 6,013 | $280K | Add +5.8% |
| MMM 3M Co. | 0.02% | 2,699 | $276K | Reduce -1.2% |
| GIS General Mills Inc. | 0.02% | 4,359 | $276K | Reduce -1.0% |
| DFAC Dimensional US Core Equity 2 | 0.02% | 7,836 | $253K | Reduce -3.8% |
| IVE iShares S&P 500 Value ETF | 0.02% | 1,349 | $246K | Reduce -1.1% |
| IJH iShares Core S&P Midcap ETF | 0.02% | 4,180 | $245K | Reduce -1.8% |
| DOV Dover Corp. | 0.02% | 1,350 | $244K | No change |
| DVY iShares Select Dividend ETF | 0.02% | 1,989 | $241K | Reduce -16.9% |
| DGX Quest Diagnostics Inc. | 0.02% | 1,727 | $236K | Reduce -0.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.02% | 10,265 | $233K | Add +5.1% |
| TRMB Trimble Inc. | 0.02% | 4,108 | $230K | Reduce -0.3% |
| DFS Discover Financial Services | 0.02% | 1,740 | $228K | No change |
| AMAT Applied Materials Inc. | 0.02% | 954 | $225K | No change |
| TGT Target Corp. | 0.02% | 1,414 | $209K | No change |
| GEV GE Vernova Inc. | 0.02% | 1,220 | $209K | Reduce -2.0% |
| MPWR Monolithic Power Systems Inc. | 0.02% | 254 | $209K | Add +3.7% |
| AMGN Amgen Inc. | 0.02% | 654 | $204K | Add +6.5% |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 9,116 | $201K | Add +15.1% |
| KMB Kimberly-Clark Corp. | 0.02% | 1,450 | $200K | Reduce -11.3% |
| EXPD Expeditors Intl Wash Inc. | 0.02% | 1,595 | $199K | Reduce -0.2% |
| ROK Rockwell Automation Inc. | 0.02% | 717 | $197K | No change |
| HRL Hormel Foods Corp. | 0.02% | 6,467 | $197K | Reduce -3.0% |
| MANH Manhattan Associates Inc. | 0.02% | 784 | $193K | New |
| AGG iShares Core U.S. Aggregate | 0.02% | 1,971 | $191K | Reduce -0.2% |
| FDX FedEx Corp. | 0.02% | 632 | $189K | No change |
| EBAY eBay Inc. | 0.01% | 3,434 | $184K | Reduce -1.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.01% | 381 | $183K | Reduce -16.4% |
| SITE Siteone Landscape Supply Inc. | 0.01% | 1,494 | $181K | Reduce -1.7% |
| AKAM Akamai Technologies Inc. | 0.01% | 2,010 | $181K | Reduce -0.2% |
| SBUX Starbucks Corp. | 0.01% | 2,291 | $178K | Reduce -37.4% |
| BP BP PLC-Spons ADR | 0.01% | 4,935 | $178K | No change |
| SRCL Stericycle Inc. | 0.01% | 2,959 | $172K | No change |
| UBER Uber Technologies Inc. | 0.01% | 2,358 | $171K | No change |
| WM Waste Management Inc. | 0.01% | 800 | $171K | No change |
| HSY The Hershey Co. | 0.01% | 909 | $167K | Reduce -1.7% |
| LKQ LKQ Corp. | 0.01% | 3,938 | $164K | No change |
| XOEX Xtrackers S&P 100 Ex Top 20 | 0.01% | 5,445 | $162K | Add +22.8% |
| TEAM Atlassian Corp. Class A | 0.01% | 909 | $161K | New |
| PWR Quanta Services Inc. | 0.01% | 616 | $157K | No change |
| NVS Novartis AG-Sponsored ADR | 0.01% | 1,450 | $154K | Reduce -0.1% |
| CTAS Cintas Corp. | 0.01% | 220 | $154K | No change |
| AEP American Electric Power | 0.01% | 1,748 | $153K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 1,383 | $153K | Reduce -8.6% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.01% | 2,781 | $148K | Add +23.9% |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 1,131 | $143K | No change |
| GPC Genuine Parts Co. | 0.01% | 1,000 | $138K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 934 | $133K | New |
| MOFG Midwestone Financial Group I | 0.01% | 5,825 | $131K | No change |
| AWK American Water Works Co. Inc. | 0.01% | 1,011 | $131K | Reduce -1.2% |
| MET Metlife Inc. | 0.01% | 1,855 | $130K | Add +8.3% |
| IWD iShares Russell 1000 Value E | 0.01% | 725 | $126K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 247 | $126K | New |
| GEHC GE Healthcare Technology | 0.01% | 1,581 | $123K | Reduce -1.5% |
| ED Consolidated Edison Inc. | 0.01% | 1,377 | $123K | Add +0.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 1,540 | $120K | Reduce -9.4% |
| CINF Cincinnati Financial Corp. | 0.01% | 1,000 | $118K | No change |
| TXN Texas Instruments Inc. | 0.01% | 581 | $113K | Reduce -5.7% |
| SEIC Sei Investments Company | 0.01% | 1,713 | $111K | Reduce -5.2% |
| PFG Principal Financial Group | 0.01% | 1,402 | $110K | No change |
| OKE Oneok Inc. | 0.01% | 1,332 | $109K | No change |
| TIP iShares Tips Bond ETF | 0.01% | 1,015 | $108K | No change |
| IWF iShares Russell 1000 Growth | 0.01% | 285 | $104K | Reduce -26.0% |
| WERN Werner Enterprises Inc. | 0.01% | 2,870 | $103K | No change |
| SUSB iShares ESG Aware 1-5 Year U | 0.01% | 4,160 | $102K | New |
| FVD First Trust Value Line DVD | 0.01% | 2,500 | $102K | No change |