| SPYM Ste STR SPDR PT S&P 500 ETF | 12.76% | 3,411,823 | $299.8M | Reduce -3.8% |
| VEA Vanguard Ftse Developed ETF | 7.30% | 2,406,484 | $171.5M | Add +7.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.59% | 207,251 | $154.8M | Reduce -1.9% |
| FTRB Fed Hermes TTL RTRN BND | 6.00% | 5,613,451 | $140.9M | Add +97.5% |
| AVLC Avantis US LG Cap Eq ETF | 4.31% | 1,125,936 | $101.3M | Reduce -5.3% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 3.50% | 1,215,987 | $82.2M | Reduce -6.0% |
| MDY State Street SPDR S&P Midcap | 3.34% | 111,587 | $78.5M | Reduce -3.3% |
| VWO Vanguard Ftse Emerging Marke | 3.10% | 1,219,031 | $72.8M | Add +8.4% |
| JPIB JPMorgan Intl BND ETF | 2.60% | 1,265,473 | $61.2M | Add +202.9% |
| GII State Street SPDR S&P Global | 2.41% | 749,512 | $56.7M | Reduce -1.7% |
| NVDA Nvidia Corp. | 1.90% | 222,599 | $44.5M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 1.69% | 112,114 | $39.6M | Reduce -2.4% |
| AAPL Apple Inc. | 1.54% | 124,984 | $36.2M | Reduce -2.6% |
| BSCQ Invesco Bulletshares 2026 CB | 1.25% | 1,499,770 | $29.3M | Reduce -48.7% |
| BSCR Invesco Bulletshares 2027 CB | 1.16% | 1,390,074 | $27.3M | Reduce -47.5% |
| VBCE Vangrd TRGT Mat 2031 CB ETF | 1.15% | 358,002 | $27.1M | New |
| VBCF Vangrd TRGT Mat 2032 CB ETF | 1.15% | 355,839 | $26.9M | New |
| MSFT Microsoft Corp. | 1.10% | 69,333 | $25.9M | Reduce -1.9% |
| BSCS Invesco Bulletshares 2028 CB | 1.08% | 1,250,435 | $25.5M | Reduce -49.6% |
| GUNR NT Mstar GLBL NR ETF | 1.06% | 503,100 | $24.8M | Reduce -1.8% |
| BND Vanguard Total Bond Market | 1.03% | 330,596 | $24.3M | Reduce -8.2% |
| VBCA Vangrd TRGT Mat 2027 CB ETF | 1.02% | 317,164 | $24.0M | New |
| VBCB Vangrd TRGT Mat 2028 CB ETF | 1.02% | 317,384 | $24.0M | New |
| VBCC Vangrd TRGT Mat 2029 CB ETF | 1.02% | 317,270 | $24.0M | New |
| VBCD Vangrd TRGT Mat 2030 CB ETF | 1.02% | 316,720 | $23.9M | New |
| BSCT Invesco Bulletshares 2029 CB | 0.83% | 1,046,645 | $19.4M | Reduce -57.3% |
| BSCU Invesco Bulletshares 2030 CB | 0.74% | 1,047,500 | $17.4M | Reduce -60.0% |
| JPM JPMorgan Chase & Co. | 0.73% | 52,326 | $17.1M | Reduce -2.7% |
| EFA iShares MSCI Eafe ETF | 0.68% | 153,988 | $16.0M | Reduce -4.9% |
| FAST Fastenal Co. | 0.67% | 328,990 | $15.8M | Reduce -2.6% |
| AMZN Amazon.com Inc. | 0.67% | 65,869 | $15.7M | Reduce -0.0% |
| BSMT Invesco Bulletshares 2029 MB | 0.65% | 664,948 | $15.3M | Add +0.9% |
| PG The Procter & Gamble Co. | 0.63% | 101,671 | $14.9M | Reduce -3.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.57% | 219,808 | $13.4M | Reduce -11.6% |
| IBMP iShares Ibonds Dec 2027 Term | 0.55% | 508,428 | $12.9M | Add +14.7% |
| PANW Palo Alto Networks Inc. | 0.54% | 36,872 | $12.6M | Reduce -1.3% |
| KLAC KLA Corp. | 0.53% | 41,043 | $12.4M | Add +0.4% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.51% | 464,604 | $11.9M | Add +16.8% |
| DFIC Dimensional International Co. | 0.46% | 290,849 | $10.8M | Reduce -36.8% |
| HD Home Depot Inc. | 0.43% | 28,832 | $10.2M | Reduce -3.0% |
| BSCV Invesco Bulletshares 2031 CB | 0.42% | 602,856 | $9.9M | Reduce -77.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.41% | 378,134 | $9.7M | Reduce -3.1% |
| BSMU Invesco Bulletshares 2030 MB | 0.38% | 405,165 | $8.9M | Reduce -12.1% |
| JNJ Johnson & Johnson | 0.37% | 34,221 | $8.7M | Add +1.0% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.36% | 405,071 | $8.4M | Add +526.1% |
| VOO Vanguard S&P 500 ETF | 0.35% | 11,860 | $8.1M | Add +1.1% |
| MA Mastercard Inc. Class A | 0.34% | 15,409 | $7.9M | Reduce -3.4% |
| BSMV Invesco Bulletshares 2031 MB | 0.32% | 360,323 | $7.6M | Reduce -24.9% |
| COST Costco Wholesale Corp. | 0.31% | 7,906 | $7.4M | Reduce -1.7% |
| IJR iShares Core S&P Small-Cap E | 0.31% | 49,200 | $7.3M | Reduce -1.5% |
| META Meta Platforms Inc. Class A | 0.30% | 12,657 | $7.1M | Reduce -2.4% |
| ITW Illinois Tool Works | 0.26% | 22,862 | $6.2M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.25% | 43,320 | $5.9M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.25% | 49,664 | $5.8M | Reduce -2.3% |
| AMD Advanced Micro Devices | 0.24% | 9,736 | $5.7M | Reduce -1.5% |
| ICE Intercontinental Exchange Inc. | 0.24% | 45,864 | $5.6M | Reduce -4.0% |
| LNT Alliant Energy Corp. | 0.23% | 71,281 | $5.4M | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 35,052 | $5.3M | Reduce -1.0% |
| V Visa Inc. Class A | 0.23% | 15,437 | $5.3M | Add +3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.23% | 14,308 | $5.3M | Add +5.9% |
| MCD McDonald's Corp. | 0.22% | 19,498 | $5.3M | Reduce -2.6% |
| INTC Intel Corp. | 0.22% | 37,258 | $5.2M | Add +2.6% |
| ORCL Oracle Corp. | 0.21% | 34,223 | $5.0M | Reduce -2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 9,589 | $4.8M | Reduce -10.8% |
| LLY Eli Lilly & Co. | 0.20% | 3,941 | $4.7M | Add +15.3% |
| DE Deere & Co. | 0.19% | 7,139 | $4.5M | Reduce -0.5% |
| CVS CVS Health Corp. | 0.19% | 43,313 | $4.5M | Reduce -5.3% |
| RWO State Street SPDR Dow Jones | 0.19% | 89,554 | $4.5M | Add +1.0% |
| BSMS Invesco Bulletshares 2028 MB | 0.19% | 189,779 | $4.4M | Reduce -23.1% |
| BSMR Invesco Bulletshares 2027 MB | 0.18% | 178,708 | $4.2M | Reduce -22.4% |
| XLB SS Materials Select Sector | 0.17% | 80,034 | $4.1M | Add +9.3% |
| PEP Pepsico Inc. | 0.17% | 29,782 | $4.0M | Reduce -0.9% |
| CVX Chevron Corp. | 0.16% | 23,359 | $3.9M | Add +0.1% |
| XLK SS Technology Select Sector | 0.16% | 19,674 | $3.7M | Add +43.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.16% | 5 | $3.7M | No change |
| BSCW Invesco Bulletshares 2032 CB | 0.16% | 181,433 | $3.7M | New |
| RSPT Invesco S&P 500 Equal Weight | 0.15% | 56,098 | $3.6M | Reduce -5.5% |
| BSMW Invesco Bulletshares 2032 MB | 0.15% | 143,604 | $3.6M | Add +24.2% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 45,428 | $3.5M | Add +64.7% |
| BSSX Invesco Bulletshares 2033 MB | 0.15% | 133,998 | $3.5M | Add +27.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.14% | 6,790 | $3.4M | Add +5.4% |
| GWW WW Grainger Inc. | 0.14% | 2,482 | $3.4M | Reduce -2.1% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.14% | 154,851 | $3.4M | Add +497.9% |
| NSC Norfolk Southern Corp. | 0.14% | 10,583 | $3.3M | Reduce -4.1% |
| BSMY Invesco Bulletshares 2034 MB | 0.14% | 134,061 | $3.3M | Add +21.7% |
| DHR Danaher Corp. | 0.14% | 16,996 | $3.2M | Reduce -0.7% |
| BSMQ Invesco Bulletshares 2026 MB | 0.14% | 137,043 | $3.2M | Reduce -18.7% |
| GNR State Street SPDR S&P Global | 0.13% | 45,553 | $3.1M | Add +1.3% |
| KO The Coca-Cola Co. | 0.13% | 37,449 | $3.0M | Reduce -1.0% |
| USB US Bancorp | 0.13% | 49,622 | $3.0M | Reduce -2.0% |
| CATX Perspective Therapeutics Inc. | 0.13% | 872,200 | $3.0M | No change |
| IBMT iShares Ibonds Dec 2031 Muni | 0.12% | 112,191 | $2.9M | Add +150.0% |
| ADI Analog Devices Inc. | 0.12% | 7,287 | $2.9M | Reduce -0.9% |
| VXF Vanguard Extended Market ETF | 0.12% | 11,679 | $2.9M | Add +0.6% |
| XLRE SS Real Estate Select Sector | 0.12% | 64,838 | $2.9M | Add +8.9% |
| IBDU iShares Ibonds Dec 2029 Term | 0.12% | 122,688 | $2.8M | Add +750.2% |
| RSPN Invesco S&P 500 Equal Weight | 0.12% | 44,386 | $2.8M | Add +9.3% |
| ABT Abbott Laboratories | 0.12% | 29,912 | $2.7M | Reduce -16.5% |
| VXUS Vanguard Total Intl Stock | 0.11% | 31,396 | $2.7M | Add +1.3% |
| CAT Caterpillar Inc. | 0.11% | 2,510 | $2.7M | Add +1.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.11% | 58,934 | $2.7M | Add +12.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 9,483 | $2.7M | Add +0.7% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.11% | 102,978 | $2.5M | Add +100.2% |
| CBOE Cboe Global Markets Inc. | 0.10% | 10,133 | $2.5M | No change |
| VGSH Vanguard Short-Term Treasury | 0.10% | 42,134 | $2.5M | Reduce -1.9% |
| IAK iShares U.S. Insurance ETF | 0.10% | 17,318 | $2.4M | Add +0.9% |
| IBDX iShares Ibonds Dec 2032 TC | 0.10% | 92,782 | $2.3M | Add +780.5% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.10% | 1,136 | $2.3M | Reduce -1.0% |
| AVGO Broadcom Inc. | 0.10% | 5,950 | $2.2M | Add +10.7% |
| REET iShares Global REIT ETF | 0.09% | 80,238 | $2.2M | Reduce -5.5% |
| GE General Electric filed as GE AEROSPACE | 0.09% | 5,888 | $2.2M | Add +2.9% |
| ISRG Intuitive Surgical Inc. | 0.09% | 5,382 | $2.1M | Add +1.5% |
| EMR Emerson Electric Co. | 0.09% | 14,927 | $2.1M | Reduce -7.2% |
| VCRM Vanguard Core Tax-Ex Bond | 0.09% | 27,307 | $2.1M | New |
| IBDT iShares Ibonds Dec 2028 ETF | 0.09% | 82,444 | $2.1M | Add +388.5% |
| GD General Dynamics Corp. | 0.09% | 5,692 | $2.0M | Reduce -5.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.08% | 19,079 | $2.0M | No change |
| TSLA Tesla Inc. | 0.08% | 4,554 | $1.9M | Add +22.0% |
| FISV Fiserv Inc. | 0.08% | 38,618 | $1.9M | Reduce -1.5% |
| WMT Walmart Inc. | 0.08% | 16,346 | $1.9M | Add +18.3% |
| SPGI S&P Global Inc. | 0.08% | 4,537 | $1.8M | Reduce -1.5% |
| ECL Ecolab Inc. | 0.08% | 6,624 | $1.8M | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.08% | 7,303 | $1.8M | Add +8.5% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.08% | 72,120 | $1.8M | Add +32.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.08% | 18,901 | $1.8M | Reduce -10.9% |
| AMT American Tower Corp. | 0.08% | 11,121 | $1.8M | Reduce -3.5% |
| UNP Union Pacific Corp. | 0.08% | 6,600 | $1.8M | No change |
| GEV GE Vernova Inc. | 0.07% | 1,489 | $1.7M | Add +5.1% |
| IBMS ISHARESIBONDDEC2030MUNIBDETF | 0.07% | 67,088 | $1.7M | Add +359.4% |
| COR Cencora Inc. | 0.07% | 5,969 | $1.7M | Reduce -10.6% |
| GOOGL Alphabet Inc. Class A | 0.07% | 4,725 | $1.7M | Add +2.4% |
| SCHW Schwab (charles) Corp. | 0.07% | 17,908 | $1.7M | Reduce -3.5% |
| BA The Boeing Co. | 0.07% | 7,495 | $1.6M | Add +2.8% |
| RSPH Invesco S&P 500 Equal Weight | 0.07% | 48,696 | $1.6M | Reduce -33.9% |
| DCI Donaldson Co. Inc. | 0.07% | 17,582 | $1.6M | Reduce -1.7% |
| MS Morgan Stanley | 0.07% | 7,495 | $1.6M | Add +1.3% |
| IBDR iShares Ibonds Dec 2026 Term | 0.07% | 64,544 | $1.6M | Reduce -0.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.07% | 31,024 | $1.6M | Add +665.1% |
| IHF iShares U.S. Healthcare Prov | 0.07% | 28,211 | $1.6M | Reduce -0.6% |
| MU Micron Technology Inc. | 0.07% | 1,342 | $1.5M | Add +30.8% |
| CRM Salesforce Inc. | 0.07% | 9,869 | $1.5M | Reduce -19.9% |
| TDG Transdigm Group Inc. | 0.07% | 1,147 | $1.5M | Reduce -0.9% |
| NEE Nextera Energy Inc. | 0.06% | 17,382 | $1.5M | Reduce -8.8% |
| RTX RTX Corp. | 0.06% | 7,773 | $1.5M | Add +0.9% |
| ETN Eaton Corp. PLC | 0.06% | 3,446 | $1.5M | Reduce -5.7% |
| HEI.A Heico Corp. Class A | 0.06% | 5,643 | $1.5M | Reduce -0.6% |
| CBRE CBRE Group Inc. Class A | 0.06% | 10,593 | $1.4M | Reduce -1.2% |
| VMC Vulcan Materials Co. | 0.06% | 4,753 | $1.4M | Reduce -4.3% |
| ALL Allstate Corp. | 0.06% | 5,890 | $1.4M | No change |
| QCOM Qualcomm Inc. | 0.06% | 7,582 | $1.4M | Add +1.3% |
| AXP American Express Co. | 0.06% | 3,944 | $1.3M | Add +3.5% |
| EOG EOG Resources Inc. | 0.06% | 10,109 | $1.3M | Reduce -5.4% |
| BX Blackstone Inc. | 0.06% | 11,027 | $1.3M | Reduce -10.7% |
| XLF SS Financial Select Sector | 0.05% | 24,012 | $1.3M | Add +29.4% |
| FCX Freeport-McMoran Inc. | 0.05% | 20,456 | $1.3M | Reduce -1.5% |
| MDLZ Mondelez International Inc. Class A | 0.05% | 22,171 | $1.3M | Reduce -12.2% |
| RSPD Invesco S&P 500 Equal Weight | 0.05% | 22,623 | $1.3M | Reduce -36.3% |
| SYK Stryker Corp. | 0.05% | 3,981 | $1.3M | Add +83.0% |
| WFC Wells Fargo & Co. | 0.05% | 15,029 | $1.2M | Reduce -0.1% |
| RSPG Invesco S&P 500 Equal Weight | 0.05% | 12,659 | $1.2M | Add +14.0% |
| WCN Waste Connections Inc. | 0.05% | 7,397 | $1.2M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.05% | 1,671 | $1.2M | Add +36.6% |
| CMG Chipotle Mexican Grill Inc. | 0.05% | 35,741 | $1.2M | Reduce -23.9% |
| HTLD Heartland Express Inc. | 0.05% | 79,599 | $1.2M | No change |
| XLY SS Consumer Disc Select Sect | 0.05% | 10,291 | $1.2M | Add +32.5% |
| AMAT Applied Materials Inc. | 0.05% | 1,659 | $1.2M | Add +14.3% |
| MCO Moody's Corp. | 0.05% | 2,629 | $1.2M | Reduce -1.2% |
| SO The Southern Co. | 0.05% | 12,297 | $1.2M | Reduce -2.9% |
| ADP Automatic Data Processing | 0.05% | 5,173 | $1.2M | Reduce -1.0% |
| IEMG iShares Core MSCI Emerging | 0.05% | 13,960 | $1.2M | Add +27.8% |
| PM Philip Morris International | 0.05% | 6,130 | $1.1M | Add +3.3% |
| NKE Nike Inc. Class B | 0.05% | 26,652 | $1.1M | Reduce -24.7% |
| RSPF Invesco S&P 500 Equal Weight | 0.05% | 13,997 | $1.1M | Reduce -17.2% |
| CDNS Cadence Design SYS Inc. | 0.05% | 2,866 | $1.1M | Reduce -0.9% |
| IGV iShares Expanded Tech-Softwa | 0.05% | 11,777 | $1.1M | Add +7.5% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.05% | 9,317 | $1.1M | Reduce -1.5% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.04% | 22,377 | $1.0M | Reduce -8.6% |
| BDX Becton Dickinson and Co. | 0.04% | 6,567 | $994K | Reduce -5.8% |
| BSMZ Inves Bltshrs 2035 MB ETF | 0.04% | 38,693 | $992K | New |
| VZ Verizon Communications Inc. | 0.04% | 23,328 | $988K | Add +13.9% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.04% | 6,885 | $980K | Reduce -0.8% |
| MRSH Marsh & McLennan Cos | 0.04% | 5,774 | $962K | Reduce -19.3% |
| AFL Aflac Inc. | 0.04% | 8,156 | $956K | Reduce -1.2% |
| GSK GSK PLC-Spon ADR | 0.04% | 17,496 | $917K | Reduce -13.1% |
| SUSA iShares ESG Optimized MSCI U | 0.04% | 5,939 | $916K | No change |
| BLK BlackRock Inc. | 0.04% | 949 | $913K | Reduce -1.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.04% | 9,441 | $912K | Add +380.7% |
| XLI SS Industrial Select Sector | 0.04% | 4,902 | $908K | Add +36.6% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 15,545 | $896K | Reduce -16.3% |
| SCHB Schwab US Broad Market ETF | 0.04% | 30,000 | $869K | No change |
| RSPS Invesco S&P 500 Equal Weight | 0.04% | 28,744 | $862K | Add +12.0% |
| MRK Merck & Co. Inc. | 0.04% | 6,571 | $844K | Add +19.6% |
| XLC SS Comm Select Sector SPDR | 0.04% | 7,720 | $827K | Add +0.1% |
| SPEM State Street SP PTF Em ETF | 0.04% | 15,958 | $826K | New |
| C Citigroup Inc. | 0.04% | 5,888 | $824K | Reduce -1.9% |
| MKL Markel Group Inc. | 0.03% | 414 | $809K | No change |
| DUK Duke Energy Corp. | 0.03% | 6,364 | $806K | Reduce -5.3% |
| XLV SS Health Care Select Sector | 0.03% | 5,077 | $806K | Add +16.7% |
| XLP SS Consumer Staples Sel Sect | 0.03% | 9,558 | $794K | Add +13.1% |
| UBER Uber Technologies Inc. | 0.03% | 10,932 | $789K | Add +7.6% |
| BAC Bank of America Corp. | 0.03% | 13,777 | $785K | Add +12.0% |
| IDXX Idexx Laboratories Inc. | 0.03% | 1,413 | $744K | Reduce -2.1% |
| GTOP GS Tech Opportunities ETF | 0.03% | 14,553 | $725K | Reduce -0.4% |
| PAYX Paychex Inc. | 0.03% | 7,362 | $724K | No change |
| MAS Masco Corp. | 0.03% | 8,679 | $706K | Add +0.4% |
| EFIV SS SPDR S&P 500 ESG ETF | 0.03% | 9,299 | $678K | Add +65.4% |
| AON Aon PLC Class A | 0.03% | 2,025 | $672K | Reduce -1.8% |
| BIIB Biogen Inc. | 0.03% | 3,088 | $667K | Reduce -11.5% |
| APH Amphenol Corp. Class A | 0.03% | 3,693 | $651K | New |
| TFC Truist Financial Corp. | 0.03% | 13,022 | $649K | Reduce -11.1% |
| MIDD Middleby Corp. | 0.03% | 3,742 | $644K | No change |
| TECH Bio-Techne Corp. | 0.03% | 9,062 | $640K | Reduce -45.6% |
| MSI Motorola Solutions Inc. | 0.03% | 1,541 | $640K | Add +37.8% |
| TSM Taiwan Semiconductor-SP ADR | 0.03% | 1,322 | $631K | New |
| MPWR Monolithic Power Systems Inc. | 0.03% | 455 | $629K | Reduce -7.9% |
| VEEV Veeva Systems Inc. Class A | 0.03% | 3,538 | $628K | Reduce -0.9% |
| IBMU Ishrs Ibond Dec 2032 TM ETF | 0.03% | 23,716 | $603K | New |
| PFE Pfizer Inc. | 0.02% | 24,108 | $581K | Reduce -17.2% |
| AVDE Avantis International Equity | 0.02% | 6,384 | $569K | New |
| FTAI Ftai Aviation Ltd. | 0.02% | 2,102 | $569K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.02% | 2,597 | $566K | No change |
| LRCX Lam Research Corp. | 0.02% | 1,282 | $556K | Add +17.9% |
| CMCSA Comcast Corp. Class A | 0.02% | 22,307 | $548K | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.02% | 1,313 | $546K | Add +47.7% |
| IBRX Immunitybio Inc. | 0.02% | 62,285 | $545K | No change |
| T AT&T Inc. | 0.02% | 26,252 | $543K | Add +14.5% |
| IWF iShares Russell 1000 Growth | 0.02% | 4,364 | $542K | Reduce -10.7% |
| ES Eversource Energy | 0.02% | 7,490 | $541K | Reduce -7.7% |
| IBMV Ishrs Ibond Dec 2033 TM ETF | 0.02% | 20,820 | $529K | New |
| CI The Cigna Group | 0.02% | 1,908 | $526K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.02% | 2,378 | $506K | Add +5.1% |
| SU Suncor Energy Inc. | 0.02% | 9,417 | $506K | No change |
| XLE SS Energy Select Sector | 0.02% | 9,501 | $505K | Add +21.2% |
| AMGN Amgen Inc. | 0.02% | 1,366 | $495K | Add +12.8% |
| RSPC Invesco S&P 500 Equal Weig C | 0.02% | 13,943 | $492K | Add +2.5% |
| NFLX Netflix Inc. | 0.02% | 6,849 | $489K | Add +28.0% |
| XEL Xcel Energy Inc. | 0.02% | 6,030 | $484K | Reduce -1.5% |
| PSX Phillips 66 | 0.02% | 2,781 | $470K | Add +13.5% |
| EW Edwards Lifesciences Corp. | 0.02% | 5,086 | $460K | No change |
| NOW ServiceNow Inc. | 0.02% | 4,506 | $447K | Reduce -18.3% |
| BIV Vanguard Intermediate-Term B | 0.02% | 5,702 | $437K | No change |
| AMP Ameriprise Financial Inc. | 0.02% | 932 | $428K | No change |
| URI United Rentals Inc. | 0.02% | 377 | $427K | No change |
| GWRE Guidewire Software Inc. | 0.02% | 3,465 | $426K | Add +6.4% |
| MTDR Matador Resources Co. | 0.02% | 8,500 | $423K | No change |
| AGG iShares Core U.S. Aggregate | 0.02% | 4,216 | $417K | Add +79.7% |
| EAGG iShares ESG Aware US Aggrega | 0.02% | 8,718 | $413K | Add +1.9% |
| ROK Rockwell Automation Inc. | 0.02% | 818 | $405K | Add +3.9% |
| PBE Invesco Biotechnology & Geno | 0.02% | 4,499 | $403K | Reduce -1.3% |
| CPRT Copart Inc. | 0.02% | 14,200 | $400K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.02% | 7,147 | $400K | Reduce -0.0% |
| COF Capital One Financial Corp. | 0.02% | 1,987 | $399K | No change |
| LOW Lowe's Cos Inc. | 0.02% | 1,791 | $395K | Reduce -0.8% |
| TXN Texas Instruments Inc. | 0.02% | 1,314 | $392K | Add +29.6% |
| VHT Vanguard Health Care ETF | 0.02% | 1,239 | $370K | New |
| YUM Yum! Brands Inc. | 0.02% | 2,300 | $368K | Reduce -3.2% |
| MMM 3M Co. | 0.02% | 2,245 | $363K | Reduce -1.4% |
| VLTO Veralto Corp. | 0.02% | 4,093 | $363K | Reduce -62.7% |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 1,531 | $362K | No change |
| TPR Tapestry Inc. | 0.02% | 2,420 | $354K | Reduce -8.2% |
| COP Conocophillips | 0.02% | 3,403 | $354K | Add +26.9% |
| CASY Casey's General Stores Inc. | 0.01% | 425 | $338K | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 0.01% | 447 | $335K | Add +12.0% |
| KNSL Kinsale Capital Group Inc. | 0.01% | 1,014 | $334K | Reduce -3.8% |
| SHW The Sherwin-Williams Co. | 0.01% | 971 | $334K | Reduce -8.1% |
| EBAY eBay Inc. | 0.01% | 2,899 | $324K | Reduce -9.2% |
| MO Altria Group Inc. | 0.01% | 4,398 | $316K | No change |
| HHH Howard Hughes Holdings Inc. | 0.01% | 4,421 | $316K | No change |
| WAT Waters Corp. | 0.01% | 824 | $309K | Reduce -10.9% |
| EEM iShares MSCI Emerging Market | 0.01% | 4,479 | $306K | No change |
| CTSH Cognizant Tech Solutions-A | 0.01% | 7,874 | $305K | No change |
| DOV Dover Corp. | 0.01% | 1,350 | $303K | No change |
| BE Bloom Energy Corp. Class A | 0.01% | 1,000 | $303K | No change |
| GS Goldman Sachs Group Inc. | 0.01% | 292 | $295K | Add +29.2% |
| ROP Roper Technologies Inc. | 0.01% | 869 | $294K | No change |
| SUB iShares Short-Term National | 0.01% | 2,702 | $288K | No change |
| FDX FedEx Corp. | 0.01% | 909 | $285K | Reduce -0.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.01% | 5,614 | $284K | No change |
| DGX Quest Diagnostics Inc. | 0.01% | 1,334 | $283K | No change |
| PYPL PayPal Holdings Inc. | 0.01% | 6,514 | $281K | Reduce -8.1% |
| IBTH iShares Ibonds Dec 2027 Term | 0.01% | 12,446 | $278K | Add +0.6% |
| IBTG iShares Ibonds Dec 2026 Term | 0.01% | 11,827 | $271K | Reduce -14.7% |
| VGT Vanguard Info Tech ETF | 0.01% | 2,218 | $265K | Add +5.8% |
| CSGP Costar Group Inc. | 0.01% | 9,345 | $265K | Reduce -0.9% |
| HAL Halliburton Co. | 0.01% | 7,776 | $264K | Reduce -1.6% |
| VFH Vanguard Financials ETF | 0.01% | 1,990 | $262K | New |
| IVE iShares S&P 500 Value ETF | 0.01% | 1,146 | $260K | No change |
| DFAC Dimensional US Core Equity 2 | 0.01% | 5,841 | $259K | No change |
| VOX Vanguard Communication Servi | 0.01% | 1,398 | $257K | New |
| IWD iShares Russell 1000 Value E | 0.01% | 1,060 | $257K | Add +46.2% |
| PCOR Procore Technologies Inc. | 0.01% | 6,266 | $255K | Reduce -1.0% |
| FTV Fortive Corp. | 0.01% | 4,044 | $247K | No change |
| SCHV Schwab US Large-Cap Value | 0.01% | 7,070 | $246K | New |
| IGF iShares Global Infrastructur | 0.01% | 3,675 | $245K | New |
| EXPD Expeditors Intl Wash Inc. | 0.01% | 1,495 | $244K | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.01% | 2,859 | $242K | New |
| CLX Clorox Company | 0.01% | 2,507 | $239K | Reduce -1.4% |
| ACN Accenture PLC Class A | 0.01% | 1,915 | $238K | Reduce -31.8% |
| PWR Quanta Services Inc. | 0.01% | 321 | $231K | No change |
| AKAM Akamai Technologies Inc. | 0.01% | 1,953 | $231K | No change |
| AEP American Electric Power | 0.01% | 1,551 | $212K | Reduce -14.6% |
| WMB Williams Cos Inc. | 0.01% | 2,854 | $212K | No change |
| LMT Lockheed Martin Corp. | 0.01% | 415 | $211K | Reduce -28.2% |
| JPST JPMorgan Ultra-Short Income | 0.01% | 4,174 | $211K | No change |
| PLTR Palantir Technologies Inc. Class A | 0.01% | 1,780 | $208K | Add +17.2% |
| DVY iShares Select Dividend ETF | 0.01% | 1,321 | $206K | Reduce -12.5% |
| Q Qnity Electronics Inc. | 0.01% | 1,228 | $201K | Reduce -7.7% |
| POOL Pool Corp. | 0.01% | 930 | $200K | No change |
| PFG Principal Financial Group | 0.01% | 1,854 | $200K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.01% | 2,293 | $197K | Reduce -35.2% |
| NVS Novartis AG-Sponsored ADR | 0.01% | 1,252 | $196K | Reduce -11.3% |
| SUSB iShares ESG Aware 1-5 Year U | 0.01% | 7,520 | $188K | Add +7.8% |
| VPU Vanguard Utilities ETF | 0.01% | 959 | $188K | New |
| TMUS T-Mobile US Inc. | 0.01% | 1,119 | $188K | Reduce -11.1% |
| VCR Vanguard Consumer Discre ETF | 0.01% | 473 | $188K | New |
| NIC Nicolet Bankshares Inc. | 0.01% | 1,132 | $187K | No change |
| TRMB Trimble Inc. | 0.01% | 3,627 | $186K | Reduce -1.4% |
| VONG Vanguard Russell 1000 Growth | 0.01% | 1,449 | $185K | New |
| BP BP PLC-Spons ADR | 0.01% | 4,988 | $184K | No change |
| ANET Arista Networks Inc. | 0.01% | 1,075 | $183K | New |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.01% | 3,574 | $182K | No change |
| WM Waste Management Inc. | 0.01% | 804 | $179K | No change |
| VRSK Verisk Analytics Inc. | 0.01% | 993 | $178K | No change |
| TYL Tyler Technologies Inc. | 0.01% | 606 | $177K | Reduce -42.9% |
| BMO Bank of Montreal filed as BANK MONTREAL MEDIUM | 0.01% | 1,000 | $177K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.01% | 1,197 | $175K | Reduce -6.7% |
| GILD Gilead Sciences Inc. | 0.01% | 1,362 | $172K | Add +71.3% |
| XJH Ishare ESG SS S&P Midcap ETF | 0.01% | 3,126 | $163K | Reduce -4.3% |
| MUB iShares National Muni Bond E | 0.01% | 1,476 | $159K | Add +42.1% |
| TLN Talen Energy Corp. | 0.01% | 410 | $158K | New |
| HRL Hormel Foods Corp. | 0.01% | 6,167 | $153K | No change |
| ED Consolidated Edison Inc. | 0.01% | 1,375 | $152K | No change |
| WEC WEC Energy Group Inc. | 0.01% | 1,278 | $149K | Reduce -24.2% |
| BPOP Popular Inc. | 0.01% | 904 | $148K | No change |
| FBTC Fidelity Wise Origin Bitcoin | 0.01% | 2,813 | $144K | New |
| SNDR Schneider National Inc. Class B | 0.01% | 3,930 | $144K | No change |
| CARR Carrier Global Corp. | 0.01% | 1,920 | $141K | Reduce -25.9% |
| CTAS Cintas Corp. | 0.01% | 823 | $140K | No change |
| MET Metlife Inc. | 0.01% | 1,630 | $138K | No change |
| CHRW C.H. Robinson Worldwide Inc. | 0.01% | 732 | $138K | No change |
| SEIC Sei Investments Company | 0.01% | 1,561 | $137K | Reduce -5.3% |
| BTC Grayscale Bitcoin Mini ETF | 0.01% | 5,256 | $136K | Add +7.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 395 | $136K | No change |
| AIRR First Trust Rba American Ind | 0.01% | 1,008 | $134K | New |
| VCLT Vanguard Long-Term Corp. Bond | 0.01% | 1,736 | $131K | New |
| DDOG Datadog Inc. Class A | 0.01% | 500 | $130K | New |
| VCIT Vanguard Int-Term Corporate | 0.01% | 1,574 | $130K | No change |
| WERN Werner Enterprises Inc. | 0.01% | 2,970 | $130K | New |
| SBUX Starbucks Corp. | 0.01% | 1,249 | $128K | No change |
| GPC Genuine Parts Co. | 0.01% | 1,075 | $127K | No change |
| STNG Scorpio Tankers Inc. | 0.01% | 1,827 | $127K | No change |
| CMI Cummins Inc. | 0.01% | 174 | $124K | New |
| STT State Street Corp. | 0.01% | 719 | $122K | New |
| VNQ Vanguard Real Estate ETF | 0.01% | 1,254 | $121K | New |
| DY Dycom Industries Inc. | 0.01% | 237 | $120K | New |
| IBTI iShares Ibonds Dec 2028 Term | 0.01% | 5,402 | $120K | Add +1.6% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.01% | 6,118 | $120K | Add +1.8% |
| TGT Target Corp. | 0.01% | 912 | $119K | No change |
| STZ Constellation Brands Inc. Class A | 0.01% | 856 | $119K | No change |
| FEX First Trust Large Cap Core A | 0.01% | 850 | $119K | No change |
| IBTJ iShares Ibonds Dec 2029 Term | 0.01% | 5,482 | $119K | Add +1.7% |
| CEG Constellation Energy | 0.01% | 476 | $118K | Add +27.6% |
| MPC Marathon Petroleum Corp. | 0.01% | 460 | $118K | No change |
| AZN Astrazeneca PLC | 0.00% | 602 | $114K | New |
| FMBH First Mid Bancshares Inc. | 0.00% | 2,364 | $114K | New |
| VDC Vanguard Consumer Staple ETF | 0.00% | 494 | $111K | New |
| DRI Darden Restaurants Inc. | 0.00% | 540 | $111K | Add +0.6% |
| SCHM Schwab US Mid Cap ETF | 0.00% | 3,000 | $111K | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.00% | 1,364 | $110K | New |
| OKE Oneok Inc. | 0.00% | 1,254 | $109K | No change |
| PRM Perimeter Solutions Inc. | 0.00% | 3,050 | $109K | New |
| AWK American Water Works Co. Inc. | 0.00% | 815 | $107K | No change |
| APP AppLovin Corp. Class A | 0.00% | 208 | $107K | New |
| KMI Kinder Morgan Inc. | 0.00% | 3,346 | $107K | Reduce -7.2% |
| DTE DTE Energy Company | 0.00% | 700 | $107K | Reduce -7.7% |
| XOEX Xtrackers S&P 100 Ex Top 20 | 0.00% | 2,630 | $106K | Reduce -73.6% |
| HSY The Hershey Co. | 0.00% | 605 | $106K | Reduce -8.3% |
| MDU Mdu Resources Group Inc. | 0.00% | 4,817 | $102K | Reduce -10.9% |
| GNMA iShares Gnma Bond ETF | 0.00% | 2,300 | $102K | No change |
| PH Parker Hannifin Corp. | 0.00% | 104 | $102K | New |
| AIT Applied Industrial Tech Inc. | 0.00% | 300 | $101K | New |
| CINF Cincinnati Financial Corp. | 0.00% | 542 | $100K | New |
| FIP Ftai Infrastructure Inc. | 0.00% | 16,594 | $77K | No change |