| SPY SS SPDR S&P 500 ETF Trust-US | 9.58% | 220,995 | $126.8M | Reduce -0.7% |
| MDY State Street SPDR S&P Midcap | 5.21% | 120,979 | $68.9M | Reduce -0.3% |
| BSCQ Invesco Bulletshares 2026 CB | 3.78% | 2,559,196 | $50.1M | Add +3.0% |
| IBTF iShares Ibonds Dec 2025 Term | 3.75% | 2,117,812 | $49.6M | Add +2.4% |
| IBTE iShares Ibonds Dec 2024 Term | 3.53% | 1,945,160 | $46.7M | Reduce -2.7% |
| BSCR Invesco Bulletshares 2027 CB | 3.48% | 2,338,825 | $46.1M | Add +3.5% |
| BSCS Invesco Bulletshares 2028 CB | 3.45% | 2,223,070 | $45.7M | Add +2.8% |
| VEA Vanguard Ftse Developed ETF | 3.34% | 836,967 | $44.2M | Add +1.2% |
| FTRB Fed Hermes TTL RTRN BND | 2.95% | 1,514,055 | $39.1M | Add +2.7% |
| MSFT Microsoft Corp. | 2.52% | 77,386 | $33.3M | Reduce -1.7% |
| GUNR NT Mstar GLBL NR ETF | 2.50% | 802,117 | $33.1M | Reduce -0.9% |
| AAPL Apple Inc. | 2.36% | 134,155 | $31.3M | Reduce -1.5% |
| NVDA Nvidia Corp. | 2.28% | 249,059 | $30.2M | Reduce -2.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.25% | 544,324 | $29.8M | Add +1.5% |
| BND Vanguard Total Bond Market | 1.86% | 328,239 | $24.7M | Add +0.8% |
| GOOG Alphabet Inc. Class C | 1.59% | 126,116 | $21.1M | Reduce -2.1% |
| PG The Procter & Gamble Co. | 1.53% | 117,084 | $20.3M | Add +2.9% |
| BSCT Invesco Bulletshares 2029 CB | 1.18% | 828,201 | $15.6M | Add +116.3% |
| VWO Vanguard Ftse Emerging Marke | 1.14% | 314,727 | $15.1M | Add +2.5% |
| EFA iShares MSCI Eafe ETF | 1.09% | 172,407 | $14.4M | Reduce -0.6% |
| CATX Perspective Therapeutics Inc. | 1.04% | 1,027,830 | $13.7M | New |
| FAST Fastenal Co. | 1.03% | 191,403 | $13.7M | Reduce -2.3% |
| GII State Street SPDR S&P Global | 1.00% | 215,510 | $13.3M | Reduce -0.5% |
| HD Home Depot Inc. | 1.00% | 32,553 | $13.2M | Reduce -1.3% |
| JPM JPMorgan Chase & Co. | 0.95% | 59,471 | $12.5M | Reduce -2.2% |
| AMZN Amazon.com Inc. | 0.93% | 66,286 | $12.4M | Reduce -1.5% |
| JPIB JPMorgan Intl BND ETF | 0.82% | 224,076 | $10.9M | Add +2.6% |
| GQRE NT GLBL Qual Re ETF | 0.81% | 172,627 | $10.8M | Add +0.3% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.77% | 193,716 | $10.2M | Add +7.0% |
| RWO State Street SPDR Dow Jones | 0.73% | 204,596 | $9.7M | Reduce -1.1% |
| ICE Intercontinental Exchange Inc. | 0.67% | 55,400 | $8.9M | Reduce -3.2% |
| MA Mastercard Inc. Class A | 0.65% | 17,345 | $8.6M | Reduce -1.1% |
| IBMP iShares Ibonds Dec 2027 Term | 0.63% | 325,241 | $8.3M | Add +9.4% |
| FISV Fiserv Inc. | 0.62% | 45,810 | $8.2M | Reduce -4.2% |
| IBMO iShares Ibonds Dec 2026 Term | 0.60% | 311,484 | $8.0M | Add +12.9% |
| META Meta Platforms Inc. Class A | 0.59% | 13,652 | $7.8M | Reduce -3.1% |
| IBMN iShares Ibonds Dec 2025 Term | 0.58% | 288,472 | $7.7M | Add +12.7% |
| COST Costco Wholesale Corp. | 0.58% | 8,653 | $7.7M | Reduce -1.7% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.57% | 296,489 | $7.6M | Add +6.7% |
| IJR iShares Core S&P Small-Cap E | 0.57% | 64,146 | $7.5M | Reduce -6.0% |
| PANW Palo Alto Networks Inc. | 0.56% | 21,502 | $7.3M | Reduce -2.6% |
| USB US Bancorp | 0.55% | 159,427 | $7.3M | Reduce 0.0% |
| MCD McDonald's Corp. | 0.54% | 23,576 | $7.2M | Reduce -3.0% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 11,545 | $7.1M | Reduce -0.6% |
| ITW Illinois Tool Works | 0.51% | 25,671 | $6.7M | Reduce -5.5% |
| VOO Vanguard S&P 500 ETF | 0.50% | 12,520 | $6.6M | Add +3.1% |
| ORCL Oracle Corp. | 0.49% | 38,368 | $6.5M | Reduce -1.2% |
| BSMT Invesco Bulletshares 2029 MB | 0.46% | 262,065 | $6.1M | Add +8.5% |
| PEP Pepsico Inc. | 0.45% | 34,692 | $5.9M | Reduce -2.4% |
| JNJ Johnson & Johnson | 0.41% | 33,870 | $5.5M | Reduce -1.7% |
| NKE Nike Inc. Class B | 0.40% | 60,543 | $5.4M | Add +6.1% |
| AMT American Tower Corp. | 0.40% | 22,520 | $5.2M | Reduce -3.3% |
| XOM Exxon Mobil Corp. | 0.39% | 44,211 | $5.2M | Reduce -11.4% |
| DHR Danaher Corp. | 0.38% | 17,982 | $5.0M | Reduce -0.1% |
| CRM Salesforce Inc. | 0.37% | 17,994 | $4.9M | Reduce -1.9% |
| ABT Abbott Laboratories | 0.37% | 43,142 | $4.9M | Reduce -1.3% |
| CMG Chipotle Mexican Grill Inc. | 0.37% | 84,067 | $4.8M | Add +13.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 40,399 | $4.7M | Reduce -3.3% |
| CVX Chevron Corp. | 0.33% | 29,370 | $4.3M | Reduce -2.7% |
| V Visa Inc. Class A | 0.32% | 15,350 | $4.2M | Reduce -0.4% |
| ADBE Adobe Inc. | 0.28% | 7,228 | $3.7M | Reduce -1.2% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.27% | 3,486 | $3.6M | Reduce -3.8% |
| KLAC KLA Corp. | 0.27% | 4,563 | $3.5M | Reduce -2.9% |
| MDLZ Mondelez International Inc. Class A | 0.27% | 47,614 | $3.5M | Reduce -4.0% |
| CVS CVS Health Corp. | 0.26% | 55,257 | $3.5M | Reduce -2.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.26% | 5 | $3.5M | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.26% | 51,108 | $3.5M | Add +28.7% |
| IBMM iShares Ibonds Dec 2024 Term | 0.25% | 129,198 | $3.4M | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 15,077 | $3.3M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 0.25% | 3,745 | $3.3M | Add +10.6% |
| NSC Norfolk Southern Corp. | 0.24% | 12,802 | $3.2M | Reduce -2.1% |
| DE Deere & Co. | 0.24% | 7,461 | $3.1M | Reduce -3.5% |
| CMCSA Comcast Corp. Class A | 0.23% | 71,416 | $3.0M | Reduce -2.2% |
| ANSS Ansys Inc. | 0.22% | 9,109 | $2.9M | Reduce -0.1% |
| CDW CDW Corp. | 0.21% | 12,217 | $2.8M | Reduce -1.4% |
| ISRG Intuitive Surgical Inc. | 0.21% | 5,561 | $2.7M | Reduce -22.3% |
| XLB SS Materials Select Sector | 0.21% | 28,336 | $2.7M | Reduce -3.7% |
| CSCO Cisco Systems Inc. | 0.20% | 50,909 | $2.7M | Reduce -0.8% |
| LNT Alliant Energy Corp. | 0.20% | 44,272 | $2.7M | No change |
| SPGI S&P Global Inc. | 0.20% | 5,173 | $2.7M | Reduce -17.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.20% | 27,649 | $2.7M | Reduce -2.5% |
| ZBH Zimmer Biomet Holdings Inc. | 0.20% | 24,421 | $2.6M | Reduce -2.2% |
| KO The Coca-Cola Co. | 0.20% | 35,973 | $2.6M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 9,023 | $2.6M | Reduce -3.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.19% | 5,540 | $2.5M | Add +5.8% |
| CBOE Cboe Global Markets Inc. | 0.18% | 11,675 | $2.4M | No change |
| BX Blackstone Inc. | 0.17% | 14,839 | $2.3M | Reduce -1.1% |
| MRSH Marsh & McLennan Cos | 0.17% | 9,955 | $2.2M | Reduce -1.1% |
| VXF Vanguard Extended Market ETF | 0.17% | 12,048 | $2.2M | Add +3.5% |
| HON Honeywell International Inc. | 0.16% | 10,415 | $2.2M | Reduce -0.7% |
| ADI Analog Devices Inc. | 0.16% | 9,121 | $2.1M | Reduce -2.0% |
| GD General Dynamics Corp. | 0.16% | 6,828 | $2.1M | Reduce -0.5% |
| BDX Becton Dickinson and Co. | 0.16% | 8,555 | $2.1M | Reduce -0.8% |
| PFE Pfizer Inc. | 0.15% | 69,875 | $2.0M | Reduce -1.1% |
| IHF iShares U.S. Healthcare Prov | 0.15% | 34,624 | $2.0M | Reduce -5.0% |
| ECL Ecolab Inc. | 0.15% | 7,685 | $2.0M | Reduce -3.1% |
| EOG EOG Resources Inc. | 0.15% | 15,929 | $2.0M | Reduce -1.4% |
| VXUS Vanguard Total Intl Stock | 0.14% | 29,488 | $1.9M | Add +4.1% |
| IAK iShares U.S. Insurance ETF | 0.14% | 14,691 | $1.9M | Reduce -3.2% |
| TFC Truist Financial Corp. | 0.14% | 44,181 | $1.9M | Reduce -1.6% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 36,188 | $1.9M | Reduce -3.4% |
| BLK BlackRock Finance Inc. | 0.13% | 1,869 | $1.8M | Reduce -2.0% |
| TDG Transdigm Group Inc. | 0.13% | 1,217 | $1.7M | No change |
| MAS Masco Corp. | 0.13% | 20,663 | $1.7M | Add +0.7% |
| WCN Waste Connections Inc. | 0.13% | 9,467 | $1.7M | Reduce -0.3% |
| QCOM Qualcomm Inc. | 0.13% | 9,812 | $1.7M | Add +0.2% |
| VGSH Vanguard Short-Term Treasury | 0.13% | 28,147 | $1.7M | Add +7.1% |
| UNP Union Pacific Corp. | 0.13% | 6,738 | $1.7M | Add +0.1% |
| ADP Automatic Data Processing | 0.12% | 5,784 | $1.6M | Reduce -0.6% |
| VLTO Veralto Corp. | 0.12% | 14,248 | $1.6M | Reduce -7.6% |
| COR Cencora Inc. | 0.12% | 6,956 | $1.6M | Reduce -1.3% |
| NEE Nextera Energy Inc. | 0.12% | 18,290 | $1.5M | Reduce -1.8% |
| DCI Donaldson Co. Inc. | 0.12% | 20,948 | $1.5M | Reduce -12.2% |
| CBRE CBRE Group Inc. Class A | 0.12% | 12,317 | $1.5M | Reduce -17.4% |
| MCO Moody's Corp. | 0.11% | 3,113 | $1.5M | No change |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.11% | 35,015 | $1.5M | Add +2.0% |
| VMC Vulcan Materials Co. | 0.11% | 5,679 | $1.4M | Add +0.4% |
| T AT&T Inc. | 0.11% | 64,021 | $1.4M | Reduce -3.8% |
| XLP SS Consumer Staples Sel Sect | 0.11% | 16,924 | $1.4M | Reduce -2.8% |
| TECH Bio-Techne Corp. | 0.11% | 17,437 | $1.4M | No change |
| BA The Boeing Co. | 0.10% | 8,869 | $1.3M | Reduce -0.9% |
| IBDP iShares Ibonds Dec 2024 Term | 0.10% | 50,956 | $1.3M | No change |
| ALL Allstate Corp. | 0.10% | 6,661 | $1.3M | Add +1.1% |
| BSMU Invesco Bulletshares 2030 MB | 0.09% | 56,694 | $1.3M | New |
| FCX Freeport-McMoran Inc. | 0.09% | 24,628 | $1.2M | Reduce -1.1% |
| HEI.A Heico Corp. Class A | 0.09% | 5,983 | $1.2M | Reduce -5.1% |
| PAYX Paychex Inc. | 0.09% | 8,978 | $1.2M | No change |
| ABBV Abbvie Inc. | 0.09% | 6,046 | $1.2M | Add +2.9% |
| SCHW Schwab (charles) Corp. | 0.09% | 18,354 | $1.2M | Reduce -0.7% |
| INTC Intel Corp. | 0.09% | 50,551 | $1.2M | Reduce -10.9% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.09% | 10,713 | $1.2M | Reduce -2.6% |
| DD Dupont DE Nemours Inc. | 0.09% | 12,962 | $1.2M | Reduce -1.4% |
| MKL Markel Group Inc. | 0.09% | 734 | $1.2M | Reduce -4.9% |
| BSCO Invesco Bulletshares 2024 CB | 0.08% | 52,475 | $1.1M | Add +11.0% |
| HAL Halliburton Co. | 0.08% | 37,400 | $1.1M | Add +0.6% |
| EMR Emerson Electric Co. | 0.08% | 9,870 | $1.1M | Reduce -0.3% |
| IBDQ iShares Ibonds Dec 2025 Term | 0.08% | 42,894 | $1.1M | Add +10.4% |
| VZ Verizon Communications Inc. | 0.08% | 23,570 | $1.1M | Reduce -4.3% |
| SO The Southern Co. | 0.08% | 11,579 | $1.0M | Reduce -32.8% |
| GSK GSK PLC-Spon ADR | 0.08% | 25,298 | $1.0M | Reduce -4.3% |
| PYPL PayPal Holdings Inc. | 0.08% | 13,076 | $1.0M | Add +3.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.07% | 12,127 | $980K | Reduce -0.5% |
| AXP American Express Co. | 0.07% | 3,524 | $956K | No change |
| GE General Electric filed as GE AEROSPACE | 0.07% | 4,912 | $926K | Add +0.4% |
| BSCP Invesco Bulletshares 2025 CB | 0.07% | 44,598 | $921K | Add +38.0% |
| AMD Advanced Micro Devices | 0.07% | 5,541 | $909K | Reduce -6.3% |
| HTLD Heartland Express Inc. | 0.07% | 73,528 | $903K | No change |
| AFL Aflac Inc. | 0.07% | 8,009 | $895K | No change |
| CPRT Copart Inc. | 0.07% | 16,877 | $884K | Add +52.1% |
| SYK Stryker Corp. | 0.06% | 2,376 | $858K | Reduce -0.3% |
| BBWI Bath & Body Works Inc. | 0.06% | 26,794 | $855K | Add +1.0% |
| BIIB Biogen Inc. | 0.06% | 4,363 | $846K | Add +0.3% |
| VEEV Veeva Systems Inc. Class A | 0.06% | 3,912 | $821K | Reduce -1.0% |
| WFC Wells Fargo & Co. | 0.06% | 14,418 | $814K | Add +4.0% |
| ACN Accenture PLC Class A | 0.06% | 2,264 | $800K | Add +0.2% |
| GOOGL Alphabet Inc. Class A | 0.06% | 4,785 | $794K | Add +4.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.06% | 7,278 | $792K | No change |
| ODFL Old Dominion Freight Line | 0.06% | 3,792 | $753K | Reduce -0.4% |
| WMT Walmart Inc. | 0.06% | 9,305 | $751K | Reduce -1.6% |
| IDXX Idexx Laboratories Inc. | 0.06% | 1,480 | $748K | Reduce -0.5% |
| AON Aon PLC Class A | 0.06% | 2,158 | $747K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.05% | 5,939 | $715K | No change |
| MS Morgan Stanley | 0.05% | 6,843 | $713K | Reduce -4.1% |
| DUK Duke Energy Corp. | 0.05% | 6,039 | $696K | No change |
| SCHB Schwab US Broad Market ETF | 0.05% | 10,000 | $665K | No change |
| CI The Cigna Group | 0.05% | 1,910 | $662K | No change |
| PM Philip Morris International | 0.05% | 5,431 | $659K | Reduce -30.9% |
| CSGP Costar Group Inc. | 0.05% | 8,657 | $653K | No change |
| GWRE Guidewire Software Inc. | 0.05% | 3,471 | $635K | Reduce -0.4% |
| CTSH Cognizant Tech Solutions-A | 0.05% | 7,922 | $611K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.05% | 723 | $602K | Add +50.6% |
| IEMG iShares Core MSCI Emerging | 0.04% | 10,261 | $589K | Add +0.9% |
| MIDD Middleby Corp. | 0.04% | 4,192 | $583K | Reduce -2.3% |
| MCHP Microchip Technology Inc. | 0.04% | 6,789 | $545K | Add +6.5% |
| CLX Clorox Company | 0.04% | 3,310 | $539K | Reduce -1.4% |
| VRSK Verisk Analytics Inc. | 0.04% | 1,998 | $535K | No change |
| ROP Roper Technologies Inc. | 0.04% | 951 | $529K | No change |
| COP Conocophillips | 0.04% | 4,970 | $523K | Add +9.0% |
| INTU Intuit Inc. | 0.04% | 822 | $510K | No change |
| ES Eversource Energy | 0.04% | 7,490 | $510K | Reduce -2.9% |
| TYL Tyler Technologies Inc. | 0.04% | 869 | $507K | No change |
| BSMP Invesco Bulletshares 2025 MB | 0.04% | 20,018 | $490K | Add +16.6% |
| WSC Willscot Holdings Corp. | 0.04% | 13,018 | $489K | Reduce -0.6% |
| KNSL Kinsale Capital Group Inc. | 0.04% | 1,022 | $476K | No change |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.04% | 9,275 | $474K | New |
| LOW Lowe's Cos Inc. | 0.04% | 1,717 | $465K | Reduce -0.1% |
| MANH Manhattan Associates Inc. | 0.03% | 1,626 | $458K | Add +107.4% |
| CAT Caterpillar Inc. | 0.03% | 1,155 | $452K | Reduce -0.9% |
| AMP Ameriprise Financial Inc. | 0.03% | 959 | $451K | No change |
| MUB iShares National Muni Bond E | 0.03% | 4,111 | $447K | No change |
| PSX Phillips 66 | 0.03% | 3,391 | $446K | Add +5.6% |
| WST West Pharmaceutical Services | 0.03% | 1,476 | $443K | Add +24.4% |
| RTX RTX Corp. | 0.03% | 3,646 | $442K | Reduce -0.3% |
| EEM iShares MSCI Emerging Market | 0.03% | 9,488 | $435K | Reduce -11.1% |
| PBE Invesco Biotechnology & Geno | 0.03% | 6,211 | $434K | Reduce -7.4% |
| SHW The Sherwin-Williams Co. | 0.03% | 1,101 | $420K | No change |
| MTDR Matador Resources Co. | 0.03% | 8,500 | $420K | No change |
| ZTS Zoetis Inc. | 0.03% | 2,082 | $407K | Add +13.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.03% | 5,204 | $406K | Add +1.7% |
| URI United Rentals Inc. | 0.03% | 490 | $397K | No change |
| YUM Yum! Brands Inc. | 0.03% | 2,747 | $384K | Reduce -1.1% |
| FDX FedEx Corp. | 0.03% | 1,398 | $383K | Add +121.2% |
| XEL Xcel Energy Inc. | 0.03% | 5,796 | $378K | No change |
| LMT Lockheed Martin Corp. | 0.03% | 628 | $367K | Add +3.3% |
| ETN Eaton Corp. PLC | 0.03% | 1,103 | $366K | Add +1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.03% | 1,816 | $360K | No change |
| POOL Pool Corp. | 0.03% | 945 | $356K | Reduce -6.0% |
| SU Suncor Energy Inc. | 0.03% | 9,471 | $350K | No change |
| BSCU Invesco Bulletshares 2030 CB | 0.03% | 20,335 | $345K | Add +7.5% |
| RSP Invesco S&P 500 Equal Weight | 0.03% | 1,912 | $343K | Add +5.0% |
| HHH Howard Hughes Holdings Inc. | 0.03% | 4,421 | $342K | No change |
| FTV Fortive Corp. | 0.03% | 4,254 | $336K | No change |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.03% | 3,322 | $331K | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.02% | 2,891 | $328K | Reduce -1.7% |
| BSMO Invesco Bulletshares 2024 MB | 0.02% | 13,105 | $325K | No change |
| GIS General Mills Inc. | 0.02% | 4,340 | $321K | Reduce -0.4% |
| EW Edwards Lifesciences Corp. | 0.02% | 4,846 | $320K | No change |
| MMM 3M Co. | 0.02% | 2,304 | $315K | Reduce -14.6% |
| ESML iShares ESG Aware MSCI USA S | 0.02% | 7,469 | $312K | Reduce -0.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.02% | 7,776 | $309K | Add +2.9% |
| GEV GE Vernova Inc. | 0.02% | 1,210 | $309K | Reduce -0.8% |
| STZ Constellation Brands Inc. Class A | 0.02% | 1,181 | $304K | Reduce -3.1% |
| IVV iShares Core S&P 500 ETF | 0.02% | 518 | $299K | Reduce -8.3% |
| EAGG iShares ESG Aware US Aggrega | 0.02% | 6,013 | $292K | No change |
| ILMN Illumina Inc. | 0.02% | 2,228 | $291K | Reduce -19.6% |
| TEAM Atlassian Corp. Class A | 0.02% | 1,787 | $284K | Add +96.6% |
| DFAC Dimensional US Core Equity 2 | 0.02% | 7,836 | $269K | No change |
| DGX Quest Diagnostics Inc. | 0.02% | 1,727 | $268K | No change |
| IVE iShares S&P 500 Value ETF | 0.02% | 1,349 | $266K | No change |
| CDNS Cadence Design SYS Inc. | 0.02% | 968 | $262K | New |
| DOV Dover Corp. | 0.02% | 1,360 | $261K | Add +0.7% |
| IJH iShares Core S&P Midcap ETF | 0.02% | 4,180 | $260K | No change |
| TRMB Trimble Inc. | 0.02% | 4,108 | $255K | No change |
| DVY iShares Select Dividend ETF | 0.02% | 1,870 | $253K | Reduce -6.0% |
| UBER Uber Technologies Inc. | 0.02% | 3,358 | $252K | Add +42.4% |
| DFS Discover Financial Services | 0.02% | 1,740 | $244K | No change |
| MO Altria Group Inc. | 0.02% | 4,697 | $240K | Reduce -38.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.02% | 852 | $239K | Reduce -22.1% |
| IBTG iShares Ibonds Dec 2026 Term | 0.02% | 10,265 | $237K | No change |
| MPWR Monolithic Power Systems Inc. | 0.02% | 254 | $235K | No change |
| TGT Target Corp. | 0.02% | 1,501 | $234K | Add +6.2% |
| SITE Siteone Landscape Supply Inc. | 0.02% | 1,494 | $225K | No change |
| EBAY eBay Inc. | 0.02% | 3,434 | $224K | No change |
| AGG iShares Core U.S. Aggregate | 0.02% | 2,196 | $222K | Add +11.4% |
| AMGN Amgen Inc. | 0.02% | 667 | $215K | Add +2.0% |
| EXPD Expeditors Intl Wash Inc. | 0.02% | 1,595 | $210K | No change |
| IBTH iShares Ibonds Dec 2027 Term | 0.02% | 9,116 | $206K | No change |
| HRL Hormel Foods Corp. | 0.02% | 6,467 | $205K | No change |
| KMB Kimberly-Clark Corp. | 0.02% | 1,430 | $203K | Reduce -1.4% |
| AKAM Akamai Technologies Inc. | 0.02% | 2,010 | $203K | No change |
| AMAT Applied Materials Inc. | 0.02% | 995 | $201K | Add +4.3% |
| SBUX Starbucks Corp. | 0.02% | 2,045 | $199K | Reduce -10.7% |
| ROK Rockwell Automation Inc. | 0.01% | 717 | $192K | No change |
| NOW ServiceNow Inc. | 0.01% | 204 | $182K | New |
| CTAS Cintas Corp. | 0.01% | 880 | $181K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.01% | 370 | $181K | Reduce -2.9% |
| SRCL Stericycle Inc. | 0.01% | 2,959 | $180K | No change |
| AEP American Electric Power | 0.01% | 1,748 | $179K | No change |
| XOEX Xtrackers S&P 100 Ex Top 20 | 0.01% | 5,445 | $176K | No change |
| HSY The Hershey Co. | 0.01% | 891 | $171K | Reduce -2.0% |
| MOFG Midwestone Financial Group I | 0.01% | 5,825 | $166K | No change |
| WM Waste Management Inc. | 0.01% | 800 | $166K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 1,383 | $162K | No change |
| DEO Diageo PLC-Sponsored ADR | 0.01% | 1,131 | $159K | No change |
| LKQ LKQ Corp. | 0.01% | 3,938 | $157K | No change |
| NVS Novartis AG-Sponsored ADR | 0.01% | 1,360 | $156K | Reduce -6.2% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.01% | 2,781 | $155K | No change |
| BSMS Invesco Bulletshares 2028 MB | 0.01% | 6,572 | $155K | New |
| BP BP PLC-Spons ADR | 0.01% | 4,935 | $155K | No change |
| MET Metlife Inc. | 0.01% | 1,855 | $153K | No change |
| UNH Unitedhealth Group Inc. | 0.01% | 259 | $151K | Add +4.9% |
| PWR Quanta Services Inc. | 0.01% | 495 | $148K | Reduce -19.6% |
| ED Consolidated Edison Inc. | 0.01% | 1,377 | $143K | No change |
| GEHC GE Healthcare Technology | 0.01% | 1,492 | $140K | Reduce -5.6% |
| GPC Genuine Parts Co. | 0.01% | 1,000 | $140K | No change |
| IWD iShares Russell 1000 Value E | 0.01% | 725 | $138K | No change |
| TSLA Tesla Inc. | 0.01% | 524 | $137K | New |
| AWK American Water Works Co. Inc. | 0.01% | 895 | $131K | Reduce -11.5% |
| TXN Texas Instruments Inc. | 0.01% | 603 | $125K | Add +3.8% |
| OKE Oneok Inc. | 0.01% | 1,332 | $121K | No change |
| BSMQ Invesco Bulletshares 2026 MB | 0.01% | 5,109 | $121K | New |
| WEC WEC Energy Group Inc. | 0.01% | 1,257 | $121K | New |
| PFG Principal Financial Group | 0.01% | 1,402 | $120K | No change |
| CINF Cincinnati Financial Corp. | 0.01% | 884 | $120K | Reduce -11.6% |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 1,540 | $120K | No change |
| SEIC Sei Investments Company | 0.01% | 1,713 | $119K | No change |
| FVD First Trust Value Line DVD | 0.01% | 2,500 | $114K | No change |
| SNDR Schneider National Inc. Class B | 0.01% | 3,930 | $112K | New |
| TIP iShares Tips Bond ETF | 0.01% | 1,015 | $112K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 934 | $111K | No change |
| WERN Werner Enterprises Inc. | 0.01% | 2,870 | $111K | No change |
| WY Weyerhaeuser Co. | 0.01% | 3,262 | $110K | New |
| CCI Crown Castle Inc. | 0.01% | 915 | $109K | New |
| MU Micron Technology Inc. | 0.01% | 1,046 | $108K | New |
| MDT Medtronic PLC | 0.01% | 1,196 | $108K | New |
| CARR Carrier Global Corp. | 0.01% | 1,336 | $108K | New |
| HROW Harrow Inc. | 0.01% | 2,379 | $107K | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.01% | 4,160 | $105K | No change |
| BSV Vanguard Short-Term Bond ETF | 0.01% | 1,311 | $103K | New |
| CHRW C.H. Robinson Worldwide Inc. | 0.01% | 917 | $101K | New |
| KMI Kinder Morgan Inc. | 0.01% | 4,558 | $101K | New |