| JPM JPMorgan Chase & Co. | 3.80% | 184,162 | $45.2M | Reduce -8.0% |
| VTI VG Morningstar TS MKT ETF-US | 3.73% | 161,365 | $44.3M | Add +11.0% |
| VCIT Vanguard Int-Term Corporate | 3.68% | 534,596 | $43.7M | Add +9.5% |
| GVI iShares Intermediate Governm | 3.19% | 358,228 | $38.0M | Add +4.2% |
| IVV iShares Core S&P 500 ETF | 3.03% | 64,026 | $36.0M | Add +7.5% |
| AAPL Apple Inc. | 2.89% | 154,755 | $34.4M | Reduce -0.9% |
| IUSG iShares Core S&P U.S. Growth | 2.83% | 264,663 | $33.6M | Add +5.1% |
| MSFT Microsoft Corp. | 2.64% | 83,478 | $31.3M | Add +4.8% |
| AVGO Broadcom Inc. | 2.51% | 178,490 | $29.9M | Reduce -11.0% |
| XOM Exxon Mobil Corp. | 2.40% | 240,245 | $28.6M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 2.14% | 133,863 | $25.5M | Add +3.1% |
| IUSV iShares Core S&P U.S. Value | 2.08% | 267,832 | $24.7M | Add +12.8% |
| META Meta Platforms Inc. Class A | 1.92% | 39,687 | $22.9M | Reduce -2.6% |
| HON Honeywell International Inc. | 1.63% | 91,410 | $19.4M | Add +3.4% |
| PM Philip Morris International | 1.62% | 121,405 | $19.3M | Reduce -10.1% |
| ICE Intercontinental Exchange Inc. | 1.60% | 110,604 | $19.1M | Add +0.6% |
| NVDA Nvidia Corp. | 1.54% | 169,225 | $18.3M | Add +2.4% |
| ABBV Abbvie Inc. | 1.47% | 83,408 | $17.5M | Reduce -0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.35% | 203,337 | $16.1M | Add +5.9% |
| DTE DTE Energy Company | 1.28% | 109,812 | $15.2M | Reduce -0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.25% | 121,591 | $14.8M | Add +0.3% |
| KO The Coca-Cola Co. | 1.18% | 196,224 | $14.1M | Add +9.2% |
| UNH Unitedhealth Group Inc. | 1.15% | 26,184 | $13.7M | Reduce -1.4% |
| PEP Pepsico Inc. | 1.15% | 90,846 | $13.6M | Add +18.4% |
| MDLZ Mondelez International Inc. Class A | 1.10% | 193,224 | $13.1M | Add +110.4% |
| INTU Intuit Inc. | 1.08% | 20,985 | $12.9M | Add +93.1% |
| UNP Union Pacific Corp. | 0.99% | 49,683 | $11.7M | Add +0.3% |
| SYK Stryker Corp. | 0.96% | 30,678 | $11.4M | Reduce -0.3% |
| MCD McDonald's Corp. | 0.95% | 36,084 | $11.3M | Add +6.1% |
| V Visa Inc. Class A | 0.94% | 31,912 | $11.2M | Add +2.0% |
| GS Goldman Sachs Group Inc. | 0.93% | 20,346 | $11.1M | Add +0.2% |
| VGSH Vanguard Short-Term Treasury | 0.93% | 188,575 | $11.1M | Add +7.4% |
| GOOG Alphabet Inc. Class C | 0.92% | 69,751 | $10.9M | Reduce -5.0% |
| MS Morgan Stanley | 0.91% | 93,001 | $10.9M | Reduce -0.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.90% | 256,534 | $10.7M | Add +30.3% |
| RRC Range Resources Corp. | 0.88% | 262,382 | $10.5M | Add +1.1% |
| MA Mastercard Inc. Class A | 0.85% | 18,458 | $10.1M | Add +1.7% |
| NEE Nextera Energy Inc. | 0.83% | 138,604 | $9.8M | Add +36.5% |
| FISV Fiserv Inc. | 0.80% | 43,024 | $9.5M | Add +4.1% |
| CMS CMS Energy Corp. | 0.79% | 124,584 | $9.4M | Reduce -1.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.75% | 121,112 | $8.9M | Reduce -22.6% |
| CME Cme Group Inc. | 0.75% | 33,416 | $8.9M | Reduce -1.8% |
| COST Costco Wholesale Corp. | 0.74% | 9,281 | $8.8M | Reduce -0.4% |
| CCK Crown Holdings Inc. | 0.73% | 97,646 | $8.7M | Add +0.7% |
| APH Amphenol Corp. Class A | 0.70% | 126,200 | $8.3M | Add +0.2% |
| GD General Dynamics Corp. | 0.69% | 29,983 | $8.2M | Reduce -2.5% |
| CASY Casey's General Stores Inc. | 0.69% | 18,815 | $8.2M | New |
| CVX Chevron Corp. | 0.67% | 47,748 | $8.0M | Add +0.3% |
| VYM Vanguard High DVD Yield ETF | 0.67% | 61,604 | $7.9M | Reduce -17.8% |
| IJR iShares Core S&P Small-Cap E | 0.66% | 75,593 | $7.9M | Add +11.2% |
| VWO Vanguard Ftse Emerging Marke | 0.66% | 172,963 | $7.8M | Add +8.7% |
| USHY iShares Broad Usd High Yield | 0.65% | 208,526 | $7.7M | Add +10.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.60% | 27,757 | $7.2M | Reduce -6.9% |
| MU Micron Technology Inc. | 0.60% | 82,456 | $7.2M | Reduce -21.1% |
| CAT Caterpillar Inc. | 0.57% | 20,468 | $6.8M | Reduce -2.9% |
| EOG EOG Resources Inc. | 0.57% | 52,400 | $6.7M | Reduce -4.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.56% | 18,770 | $6.6M | Reduce -5.6% |
| DHR Danaher Corp. | 0.54% | 31,226 | $6.4M | Add +103.7% |
| BKNG Booking Holdings Inc. | 0.54% | 1,389 | $6.4M | Add +2.4% |
| BDX Becton Dickinson and Co. | 0.54% | 27,890 | $6.4M | Add +15.2% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.52% | 21,322 | $6.1M | New |
| DOX Amdocs Ltd. | 0.51% | 66,592 | $6.1M | Reduce -32.0% |
| EW Edwards Lifesciences Corp. | 0.50% | 81,914 | $5.9M | Add +5.6% |
| LOW Lowe's Cos Inc. | 0.49% | 24,765 | $5.8M | Reduce -2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.48% | 10,284 | $5.8M | Reduce -12.7% |
| QCOM Qualcomm Inc. | 0.47% | 35,987 | $5.5M | Reduce -0.6% |
| COR Cencora Inc. | 0.45% | 19,440 | $5.4M | Reduce -1.2% |
| PINS Pinterest Inc. Class A | 0.45% | 174,329 | $5.4M | Add +6.3% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.43% | 40,136 | $5.2M | Add +10.8% |
| GPC Genuine Parts Co. | 0.43% | 42,440 | $5.1M | Add +0.9% |
| NSC Norfolk Southern Corp. | 0.42% | 21,178 | $5.0M | Add +3.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.42% | 7,507 | $5.0M | Add +48.1% |
| ZS Zscaler Inc. | 0.41% | 24,672 | $4.9M | Add +17.1% |
| KLAC KLA Corp. | 0.37% | 6,549 | $4.5M | Reduce -0.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.37% | 9,126 | $4.4M | Add +2.6% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.36% | 43,145 | $4.3M | Add +1.1% |
| ACN Accenture PLC Class A | 0.34% | 12,916 | $4.0M | Add +27.5% |
| LHX L3HARRIS Technologies Inc. | 0.33% | 18,896 | $4.0M | Add +0.1% |
| JNJ Johnson & Johnson | 0.32% | 23,146 | $3.8M | Reduce -3.3% |
| RTX RTX Corp. | 0.28% | 25,529 | $3.4M | Reduce -1.2% |
| IDXX Idexx Laboratories Inc. | 0.27% | 7,693 | $3.2M | Add +11.0% |
| DGRO iShares Core Dividend Growth | 0.26% | 50,917 | $3.1M | Add +5.5% |
| CELH Celsius Holdings Inc. | 0.26% | 86,910 | $3.1M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 40,377 | $3.1M | Add +6.0% |
| STZ Constellation Brands Inc. Class A | 0.25% | 16,119 | $3.0M | Reduce -71.0% |
| BMRN Biomarin Pharmaceutical Inc. | 0.24% | 40,764 | $2.9M | Add +3.6% |
| AMAT Applied Materials Inc. | 0.22% | 17,629 | $2.6M | Add +0.9% |
| VEU Vanguard Ftse All-World Ex-U | 0.21% | 41,166 | $2.5M | Reduce -7.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.20% | 3 | $2.4M | New |
| CDNS Cadence Design SYS Inc. | 0.20% | 9,323 | $2.4M | New |
| CTVA Corteva Inc. | 0.20% | 37,531 | $2.4M | Reduce -4.8% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.19% | 30,775 | $2.3M | Reduce -9.2% |
| OEF iShares S&P 100 ETF | 0.19% | 8,355 | $2.3M | No change |
| ALNT Allient Inc. | 0.18% | 100,006 | $2.2M | Reduce -11.5% |
| PBJ Invesco Food & Beverage ETF | 0.18% | 46,932 | $2.2M | Add +2.7% |
| IQLT iShares MSCI International Q | 0.17% | 51,450 | $2.0M | Reduce -27.9% |
| SCHB Schwab US Broad Market ETF | 0.16% | 87,690 | $1.9M | Add +2.2% |
| PAYX Paychex Inc. | 0.15% | 11,636 | $1.8M | Reduce -1.0% |
| SHEL Shell PLC-ADR | 0.15% | 24,406 | $1.8M | Reduce -0.3% |
| MRK Merck & Co. Inc. | 0.15% | 19,822 | $1.8M | Add +4.0% |
| SWKS Skyworks Solutions Inc. | 0.14% | 25,465 | $1.6M | Add +0.1% |
| ADBE Adobe Inc. | 0.14% | 4,235 | $1.6M | Reduce -3.1% |
| AMGN Amgen Inc. | 0.13% | 5,046 | $1.6M | Add +3.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.11% | 26,891 | $1.3M | Add +0.5% |
| OKE Oneok Inc. | 0.10% | 12,252 | $1.2M | Add +0.1% |
| MDY State Street SPDR S&P Midcap | 0.10% | 2,242 | $1.2M | No change |
| XLK SS Technology Select Sector | 0.10% | 5,776 | $1.2M | Add +137.5% |
| PANW Palo Alto Networks Inc. | 0.10% | 6,958 | $1.2M | Reduce -12.4% |
| CSCO Cisco Systems Inc. | 0.10% | 18,820 | $1.2M | Add +7.3% |
| HDV iShares Core High Dividend E | 0.10% | 9,469 | $1.1M | Add +1.7% |
| LMT Lockheed Martin Corp. | 0.10% | 2,531 | $1.1M | Reduce -24.2% |
| HD Home Depot Inc. | 0.09% | 3,066 | $1.1M | Add +25.4% |
| SPGI S&P Global Inc. | 0.09% | 2,210 | $1.1M | Reduce -0.6% |
| PG The Procter & Gamble Co. | 0.09% | 6,576 | $1.1M | Add +1.6% |
| MCK McKesson Corp. | 0.09% | 1,616 | $1.1M | Reduce -20.4% |
| SHM SS SPDR N Ice St Muni ETF | 0.09% | 22,290 | $1.1M | Add +6.3% |
| XLF SS Financial Select Sector | 0.09% | 20,368 | $1.0M | Add +20.5% |
| MMM 3M Co. | 0.08% | 6,349 | $932K | Add +6.5% |
| SCHX Schwab US Large-Cap ETF | 0.08% | 41,400 | $914K | Add +30.3% |
| GOOGL Alphabet Inc. Class A | 0.08% | 5,855 | $905K | Add +9.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 5,172 | $893K | Reduce -7.7% |
| DD Dupont DE Nemours Inc. | 0.07% | 11,747 | $877K | Add +0.9% |
| MSI Motorola Solutions Inc. | 0.07% | 2,002 | $876K | No change |
| AGG iShares Core U.S. Aggregate | 0.07% | 8,666 | $857K | Reduce -0.3% |
| AFL Aflac Inc. | 0.07% | 7,671 | $853K | Add +1.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 3,390 | $843K | Add +7.7% |
| ITOT iShares Core S&P Total U.S. | 0.07% | 6,884 | $840K | Add +4.6% |
| WPC WP Carey Inc. | 0.07% | 13,254 | $836K | Add +0.3% |
| ORCL Oracle Corp. | 0.07% | 5,856 | $819K | Reduce -6.8% |
| IEMG iShares Core MSCI Emerging | 0.07% | 15,115 | $816K | Reduce -8.4% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 4,021 | $805K | Add +5.7% |
| VOO Vanguard S&P 500 ETF | 0.07% | 1,528 | $785K | Add +17.3% |
| WM Waste Management Inc. | 0.07% | 3,356 | $777K | Add +17.8% |
| XLP SS Consumer Staples Sel Sect | 0.07% | 9,497 | $776K | Add +323.4% |
| VZ Verizon Communications Inc. | 0.07% | 17,091 | $775K | Add +0.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.07% | 4,829 | $775K | Add +10.0% |
| PFE Pfizer Inc. | 0.06% | 28,800 | $730K | Add +8.9% |
| ABT Abbott Laboratories | 0.06% | 5,478 | $727K | Add +6.4% |
| DOL Wisdomtree TR DVLP Intnl-Usd | 0.06% | 12,777 | $704K | Add +3.2% |
| USB US Bancorp | 0.06% | 16,604 | $701K | Reduce -81.5% |
| BNL Broadstone Net Lease Inc. | 0.06% | 40,798 | $695K | Reduce -0.2% |
| XLV SS Health Care Select Sector | 0.06% | 4,684 | $684K | Add +4.1% |
| AEP American Electric Power | 0.06% | 6,179 | $675K | Add +29.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.06% | 3,675 | $657K | Add +15.0% |
| PPL PPL Corp. | 0.05% | 17,975 | $649K | Add +9.1% |
| GLD SPDR Gold Shares | 0.05% | 2,212 | $637K | Add +11.6% |
| TRNS Transcat Inc. | 0.05% | 8,310 | $619K | Add +115.8% |
| MO Altria Group Inc. | 0.05% | 9,461 | $568K | Add +10.9% |
| SO The Southern Co. | 0.05% | 6,171 | $567K | Add +1.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.05% | 23,721 | $560K | Add +6.5% |
| SHW The Sherwin-Williams Co. | 0.05% | 1,572 | $549K | Add +33.9% |
| COP Conocophillips | 0.05% | 5,188 | $545K | Add +4.4% |
| ROST Ross Stores Inc. | 0.05% | 4,241 | $542K | Reduce -0.3% |
| SCHA Schwab US Small-Cap ETF | 0.04% | 22,791 | $534K | Add +3.8% |
| GILD Gilead Sciences Inc. | 0.04% | 4,750 | $532K | Add +1.0% |
| EPD Enterprise Products Partners | 0.04% | 15,496 | $529K | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.04% | 7,233 | $519K | Reduce -4.9% |
| ETR Entergy Corp. | 0.04% | 6,060 | $518K | No change |
| WMT Walmart Inc. | 0.04% | 5,836 | $512K | Reduce -8.6% |
| AXP American Express Co. | 0.04% | 1,877 | $505K | Add +2.3% |
| SCHD Schwab US DVD Equity ETF | 0.04% | 17,797 | $498K | Add +16.4% |
| BMY Bristol-Myers Squibb Co. | 0.04% | 8,128 | $496K | No change |
| BCO The Brink's Co. | 0.04% | 5,690 | $490K | Reduce -0.3% |
| TXN Texas Instruments Inc. | 0.04% | 2,675 | $481K | Add +1.0% |
| PKG Packaging Corp. of America | 0.04% | 2,420 | $479K | New |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 5,667 | $478K | Reduce -1.6% |
| ADP Automatic Data Processing | 0.04% | 1,557 | $476K | Add +5.6% |
| NFLX Netflix Inc. | 0.04% | 510 | $476K | Reduce -23.0% |
| NOC Northrop Grumman Corp. | 0.04% | 926 | $474K | Add +10.6% |
| CPB The Campbell's Company | 0.04% | 11,786 | $470K | Add +3.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.04% | 1,110 | $466K | Reduce -3.6% |
| NBTB N B T Bancorp Inc. | 0.04% | 10,832 | $465K | No change |
| PHYS Sprott Physical Gold Trust | 0.04% | 19,231 | $463K | Add +20.3% |
| TRGP Targa Resources Corp. | 0.04% | 2,299 | $461K | Add +0.2% |
| EMR Emerson Electric Co. | 0.04% | 4,197 | $460K | Add +0.2% |
| PEG Public Service Enterprise GP | 0.04% | 5,517 | $454K | Add +0.8% |
| VGT Vanguard Info Tech ETF | 0.04% | 786 | $426K | Reduce -8.4% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.04% | 425 | $420K | No change |
| PHO Invesco Water Resources ETF | 0.03% | 6,420 | $414K | Reduce -11.7% |
| ALL Allstate Corp. | 0.03% | 1,973 | $409K | No change |
| BDC Belden Inc. | 0.03% | 4,043 | $405K | No change |
| DAR Darling Ingredients Inc. | 0.03% | 12,713 | $397K | Reduce -4.3% |
| TT Trane Technologies PLC | 0.03% | 1,177 | $397K | Reduce -3.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.03% | 1,260 | $389K | Add +723.5% |
| AMT American Tower Corp. | 0.03% | 1,769 | $385K | Reduce -15.2% |
| MEI Methode Electronics Inc. | 0.03% | 59,817 | $382K | Add +20.1% |
| IXUS iShares Core Intl Stock ETF | 0.03% | 5,464 | $381K | Reduce -9.6% |
| LPX Louisiana-Pacific Corp. | 0.03% | 4,121 | $379K | No change |
| XLI SS Industrial Select Sector | 0.03% | 2,843 | $373K | Reduce -0.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.03% | 7,999 | $369K | Reduce -1.4% |
| ZTS Zoetis Inc. | 0.03% | 2,177 | $358K | Add +15.9% |
| TLT iShares 20+ Year Treasury BD | 0.03% | 3,910 | $356K | Add +2.6% |
| REGN Regeneron Pharmaceuticals | 0.03% | 561 | $356K | Add +10.9% |
| EPAC Enerpac Tool Group Corp. | 0.03% | 7,887 | $354K | Reduce -12.5% |
| LLY Eli Lilly & Co. | 0.03% | 426 | $352K | Add +14.8% |
| USPH U.S. Physical Therapy Inc. | 0.03% | 4,864 | $352K | No change |
| DOW Dow Inc. | 0.03% | 10,049 | $351K | Add +2.3% |
| NOW ServiceNow Inc. | 0.03% | 440 | $350K | Reduce -2.2% |
| AGCO Agco Corp. | 0.03% | 3,693 | $342K | No change |
| TGT Target Corp. | 0.03% | 3,215 | $336K | Add +0.8% |
| BOOT Boot Barn Holdings Inc. | 0.03% | 3,102 | $333K | Add +20.8% |
| CL Colgate-Palmolive Co. | 0.03% | 3,540 | $332K | Add +0.9% |
| T AT&T Inc. | 0.03% | 11,645 | $329K | Add +9.1% |
| ARLP Alliance Resource Partners | 0.03% | 12,000 | $327K | No change |
| IWN iShares Russell 2000 Value E | 0.03% | 2,108 | $318K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.03% | 4,873 | $318K | Reduce -0.1% |
| DWM Wisdomtree International Equ | 0.03% | 5,337 | $310K | New |
| IWM iShares Russell 2000 ETF | 0.03% | 1,552 | $310K | Add +40.1% |
| CHKP Check Point Software Tech | 0.03% | 1,343 | $306K | Add +5.5% |
| AWI Armstrong World Industries | 0.03% | 2,142 | $302K | No change |
| DORM Dorman Products Inc. | 0.03% | 2,496 | $301K | Reduce -9.8% |
| TKR Timken Co. | 0.03% | 4,161 | $299K | Reduce -5.9% |
| RY Royal Bank of Canada | 0.03% | 2,643 | $298K | No change |
| IJS iShares S&P Small-Cap 600 Va | 0.02% | 3,032 | $296K | Add +0.5% |
| MCO Moody's Corp. | 0.02% | 629 | $293K | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.02% | 550 | $293K | Reduce -42.5% |
| IWV iShares Russell 3000 ETF | 0.02% | 906 | $288K | Add +285.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.02% | 771 | $286K | Add +54.8% |
| GEV GE Vernova Inc. | 0.02% | 934 | $285K | Add +5.3% |
| TSLA Tesla Inc. | 0.02% | 1,087 | $282K | Add +26.0% |
| BA The Boeing Co. | 0.02% | 1,648 | $281K | Add +4.8% |
| QYLD Global X Nasd 100 Cov Call | 0.02% | 16,745 | $278K | New |
| CRM Salesforce Inc. | 0.02% | 1,036 | $278K | Reduce -0.1% |
| BSV Vanguard Short-Term Bond ETF | 0.02% | 3,501 | $274K | Add +26.2% |
| MUSA Murphy USA Inc. | 0.02% | 582 | $273K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.02% | 579 | $272K | Add +34.0% |
| VIG Vanguard Dividend Apprec ETF | 0.02% | 1,394 | $270K | New |
| CMCSA Comcast Corp. Class A | 0.02% | 7,188 | $265K | Add +3.5% |
| FGD First Trust DJ GL Sel DVD | 0.02% | 10,914 | $264K | Add +2.7% |
| LOB Live Oak Bancshares Inc. | 0.02% | 9,848 | $263K | Add +15.7% |
| CAH Cardinal Health Inc. | 0.02% | 1,891 | $261K | Add +6.2% |
| FIS Fidelity National Info Serv | 0.02% | 3,461 | $258K | Add +9.3% |
| NEM Newmont Corp. | 0.02% | 5,353 | $258K | New |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.02% | 7,072 | $256K | Add +35.2% |
| SOLV Solventum Corp. | 0.02% | 3,356 | $255K | Add +2.8% |
| CBRL Cracker Barrel Old Country | 0.02% | 6,423 | $249K | No change |
| IWP iShares Russell Mid-Cap Grow | 0.02% | 2,118 | $249K | Add +292.2% |
| BLES Inspire Global Hope ETF | 0.02% | 6,522 | $246K | No change |
| EFV iShares MSCI Eafe Value ETF | 0.02% | 4,173 | $246K | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 0.02% | 4,799 | $244K | New |
| DY Dycom Industries Inc. | 0.02% | 1,600 | $244K | Reduce -16.5% |
| UMI Uscf Midstream Energy Income | 0.02% | 4,600 | $239K | No change |
| XEL Xcel Energy Inc. | 0.02% | 3,336 | $236K | No change |
| ETN Eaton Corp. PLC | 0.02% | 868 | $236K | New |
| SCL Stepan Co. | 0.02% | 4,254 | $234K | No change |
| TKO Tko Group Holdings Inc. | 0.02% | 1,531 | $234K | Reduce -0.4% |
| SAM Boston Beer Company Inc. Class A | 0.02% | 974 | $233K | Reduce -6.3% |
| WEC WEC Energy Group Inc. | 0.02% | 2,123 | $231K | New |
| FNX First Trust Mid Cap Core Alp | 0.02% | 2,121 | $231K | No change |
| VPU Vanguard Utilities ETF | 0.02% | 1,340 | $229K | Add +210.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.02% | 2,479 | $227K | Reduce -15.7% |
| CI The Cigna Group | 0.02% | 689 | $227K | New |
| UPS United Parcel Service Class B | 0.02% | 2,014 | $221K | Reduce -21.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 2,802 | $221K | Reduce -6.8% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.02% | 2,976 | $219K | Add +7.4% |
| EA Electronic Arts Inc. | 0.02% | 1,505 | $218K | Reduce -12.1% |
| SPTS SS SPDR P St Term TSY ETF | 0.02% | 7,432 | $217K | Reduce -9.2% |
| NGVT Ingevity Corp. | 0.02% | 5,417 | $214K | Reduce -6.5% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.02% | 2,093 | $214K | Add +0.2% |
| EFSI Eagle Financial Services Inc. | 0.02% | 6,500 | $213K | New |
| SCHR Schwab Intermediate-Term US | 0.02% | 8,544 | $212K | Add +1683.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.02% | 4,567 | $211K | Add +1677.0% |
| IYT iShares US Transportation Et | 0.02% | 3,244 | $208K | Add +6.2% |
| FBTC Fidelity Wise Origin Bitcoin | 0.02% | 2,875 | $207K | New |
| MRVL Marvell Technology Inc. | 0.02% | 3,356 | $207K | Reduce -0.2% |
| TM Toyota Motor Corp. -Spon ADR | 0.02% | 1,163 | $205K | Add +0.4% |
| ROK Rockwell Automation Inc. | 0.02% | 794 | $205K | Add +4.9% |
| SMH Vaneck Semiconductor ETF | 0.02% | 965 | $204K | Reduce -4.5% |
| FNF Fidelity National Financial | 0.02% | 3,126 | $203K | New |
| BRO Brown & Brown Inc. | 0.02% | 1,610 | $200K | New |
| FNDA Schwab Fndmntl US SM Co. ETF | 0.02% | 6,716 | $184K | Reduce -0.5% |
| SHE SS SPDR MSCI U Gend Div ETF | 0.01% | 1,562 | $178K | No change |
| RYLD Global X Russell 2000 Cov Class | 0.01% | 11,721 | $177K | Add +54.7% |
| EWJ iShares MSCI Japan ETF | 0.01% | 2,486 | $170K | Add +5.3% |
| SMDV Proshrs RSL 2000 DVD GRW ETF | 0.01% | 2,526 | $166K | Add +12.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.01% | 3,242 | $166K | Reduce -26.5% |
| DFUV Dimensional US Marketwide Va | 0.01% | 3,677 | $152K | No change |
| XLB SS Materials Select Sector | 0.01% | 1,762 | $152K | Add +10.6% |
| XLRE SS Real Estate Select Sector | 0.01% | 3,556 | $149K | Add +35.8% |
| PFFD Global X US Preferred ETF | 0.01% | 7,508 | $143K | Add +44.3% |
| SCHI Schwab 5-10 Year Corporate B | 0.01% | 6,208 | $139K | Add +603.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.01% | 590 | $131K | Reduce -22.8% |
| FXG First Trust Consumer Staples | 0.01% | 1,984 | $130K | No change |
| EFG iShares MSCI Eafe Growth ETF | 0.01% | 1,290 | $129K | Reduce -34.2% |
| IEF iShares 7-10 Year Treasury B | 0.01% | 1,346 | $128K | Reduce -34.6% |
| REGL Prshrs S&P Mid 400 DVD Arist | 0.01% | 1,532 | $124K | Add +1.1% |
| SCHF Schwab Intl Equity ETF | 0.01% | 6,132 | $121K | Add +105.1% |
| ICLN iShares Global Clean Energy | 0.01% | 10,597 | $121K | No change |
| QUAL iShares MSCI USA Quality Fac | 0.01% | 690 | $118K | Reduce -11.1% |
| AIQ Global X Art Intel & Tech | 0.01% | 3,217 | $117K | No change |
| ISMD Inspire Small/Mid Cap ETF | 0.01% | 3,378 | $115K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.01% | 836 | $113K | Add +0.5% |
| BUXX Strive Enhanced Income Short | 0.01% | 5,500 | $112K | New |
| SCHP Schwab U.S. Tips ETF | 0.01% | 4,043 | $109K | Add +50.9% |
| IVOV Vanguard S&P Mid-Cap 400 Val | 0.01% | 1,141 | $105K | Reduce -13.9% |
| IWF iShares Russell 1000 Growth | 0.01% | 287 | $104K | Reduce -23.3% |
| PBW Invesco Wilderhill Clean Ene | 0.01% | 6,299 | $99K | Add +28.7% |
| RAYS Global X Solar ETF | 0.01% | 11,979 | $99K | Reduce -4.2% |
| VIOV Vanguard S&P Small-Cap 600 V | 0.01% | 1,175 | $99K | Reduce -13.7% |
| SUSA iShares ESG Optimized MSCI U | 0.01% | 850 | $98K | No change |
| DVYE iShares Emerging Markets Div | 0.01% | 3,573 | $98K | New |
| SPHY SS SPDR P High Yield ETF | 0.01% | 4,151 | $97K | Add +47.5% |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.01% | 909 | $97K | Reduce -14.0% |
| ACWV iShares MSCI Global Min Vol | 0.01% | 833 | $97K | New |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.01% | 3,467 | $96K | Add +20.6% |
| GDXJ Vaneck Junior Gold Miners | 0.01% | 1,638 | $94K | Add +6.2% |
| SCHV Schwab US Large-Cap Value | 0.01% | 3,416 | $91K | Reduce -5.8% |
| IHI iShares U.S. Medical Devices | 0.01% | 1,380 | $83K | Add +6.4% |
| XLE SS Energy Select Sector | 0.01% | 881 | $82K | Add +2.3% |
| VCR Vanguard Consumer Discre ETF | 0.01% | 250 | $81K | Reduce -2.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 307 | $79K | New |
| BIV Vanguard Intermediate-Term B | 0.01% | 1,018 | $78K | Add +74.6% |
| TIP iShares Tips Bond ETF | 0.01% | 668 | $74K | No change |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.01% | 1,052 | $72K | No change |
| VGK Vanguard Ftse Europe ETF | 0.01% | 1,017 | $71K | New |
| VTWO Vanguard Russell 2000 ETF | 0.01% | 883 | $71K | Add +115.9% |
| DFAC Dimensional US Core Equity 2 | 0.01% | 2,114 | $70K | No change |
| VTHR Vanguard Russell 3000 | 0.01% | 281 | $69K | Reduce -3.1% |
| STXF Strive 500 ETF | 0.01% | 1,846 | $67K | New |
| VNQ Vanguard Real Estate ETF | 0.01% | 700 | $63K | Reduce -29.8% |
| EFA iShares MSCI Eafe ETF | 0.01% | 743 | $61K | Add +99.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.01% | 735 | $59K | Reduce -73.8% |
| SMOG Vaneck Low Carbon Energy ETF | 0.00% | 563 | $57K | No change |
| DFAT Dimensional US Target Value | 0.00% | 1,101 | $57K | No change |
| DRLL Strive US Energy ETF | 0.00% | 1,875 | $56K | New |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 1,244 | $55K | Reduce -5.5% |
| RSPG Invesco S&P 500 Equal Weight | 0.00% | 659 | $54K | No change |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.00% | 466 | $48K | Reduce -57.1% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.00% | 1,684 | $41K | New |
| RSPS Invesco S&P 500 Equal Weight | 0.00% | 1,338 | $41K | No change |
| VT Vanguard Tot World STK ETF | 0.00% | 345 | $40K | Reduce -16.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.00% | 731 | $38K | New |
| GDX Vaneck Gold Miners ETF | 0.00% | 783 | $36K | Reduce -7.7% |
| SCHH Schwab US REIT ETF | 0.00% | 1,594 | $34K | Add +196.8% |
| SPHQ Invesco S&P 500 Quality ETF | 0.00% | 509 | $34K | Reduce -15.2% |
| BLV Vanguard Long-Term Bond ETF | 0.00% | 473 | $33K | Add +48.3% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 911 | $33K | Reduce -25.4% |
| RSP Invesco S&P 500 Equal Weight | 0.00% | 189 | $33K | Add +190.8% |
| PFF iShares Preferred & Income S | 0.00% | 1,055 | $32K | Reduce -34.1% |
| XBI SS SPDR S&P Biotech ETF | 0.00% | 386 | $31K | Reduce -25.6% |
| SPIB SS SPDR P Int C Corp. ETF | 0.00% | 914 | $30K | Add +90.8% |
| IGM iShares Expanded Tech Sector | 0.00% | 330 | $30K | Reduce -9.1% |
| IWB iShares Russell 1000 ETF | 0.00% | 86 | $26K | No change |
| IWD iShares Russell 1000 Value E | 0.00% | 140 | $26K | Reduce -47.6% |
| ERTH Invesco MSCI Sustainable Fut | 0.00% | 631 | $25K | No change |
| IPAC iShares Core MSCI Pacific Et | 0.00% | 389 | $24K | Reduce -25.3% |
| XLC SS Comm Select Sector SPDR | 0.00% | 228 | $22K | Reduce -52.1% |
| PRF Invesco Rafi US 1000 ETF | 0.00% | 530 | $21K | No change |
| DFAS Dimensional US Small Cap ETF | 0.00% | 353 | $21K | Reduce -70.2% |
| ESGE iShares Inc. iShares ESG Awar | 0.00% | 598 | $21K | Reduce -40.7% |
| VONE Vanguard Russell 1000 | 0.00% | 80 | $20K | No change |
| VOX Vanguard Communication Servi | 0.00% | 136 | $20K | Reduce -21.8% |
| BND Vanguard Total Bond Market | 0.00% | 275 | $20K | Reduce -94.7% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.00% | 361 | $20K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.00% | 213 | $20K | Reduce -29.2% |
| IEO iShares U.S. Oil & Gas Explo | 0.00% | 202 | $19K | No change |
| DFAI Dimensional International Co. | 0.00% | 598 | $19K | No change |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 206 | $19K | Add +303.9% |
| DFIS Dimensional International SM | 0.00% | 716 | $19K | No change |
| ICF iShares Select U.S. REIT ETF | 0.00% | 300 | $18K | No change |
| ANGL Vaneck Fallen Angel High YLD | 0.00% | 562 | $16K | Reduce -71.1% |
| SCHG Schwab US Large-Cap Growth | 0.00% | 647 | $16K | New |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.00% | 420 | $16K | Reduce -0.2% |
| SLVP iShares MSCI Global Silver A | 0.00% | 1,000 | $15K | New |
| DFAE Dimensional Emerging Core Eq | 0.00% | 558 | $14K | Reduce -2.5% |
| EDV Vanguard Extended Dur Treas | 0.00% | 200 | $14K | No change |
| BWX SS SPDR BB Intl Treasury BD | 0.00% | 640 | $14K | New |
| IJK iShares S&P Mid-Cap 400 Grow | 0.00% | 166 | $14K | Add +22.1% |
| DVY iShares Select Dividend ETF | 0.00% | 100 | $13K | New |
| XHB SS SPDR S&P Homebldrs ETF | 0.00% | 133 | $13K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 65 | $13K | New |
| IXN iShares Global Tech ETF | 0.00% | 166 | $13K | Reduce -75.7% |
| VIGI Vanguard Int Div App Indx FD | 0.00% | 150 | $12K | New |
| DFIV Dimensional International Va | 0.00% | 313 | $12K | No change |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.00% | 50 | $12K | Add +6.4% |
| VDC Vanguard Consumer Staple ETF | 0.00% | 54 | $12K | No change |
| SMLF iShares US Smallcap Equity F | 0.00% | 185 | $12K | Reduce -13.2% |
| VEGI iShares MSCI Agriculture Pro | 0.00% | 310 | $11K | New |
| VPL Vanguard Ftse Pacific ETF | 0.00% | 154 | $11K | New |
| VHT Vanguard Health Care ETF | 0.00% | 40 | $11K | Reduce -72.2% |
| VONG Vanguard Russell 1000 Growth | 0.00% | 104 | $10K | New |
| MBB iShares MBS ETF | 0.00% | 99 | $9K | Reduce -43.4% |
| SCHK Schwab 1000 Index ETF | 0.00% | 336 | $9K | New |
| SCZ iShares MSCI Eafe Small-Cap | 0.00% | 129 | $8K | Reduce -33.9% |
| SIL Global X Silver Miners ETF | 0.00% | 200 | $8K | New |
| EWG iShares MSCI Germany ETF | 0.00% | 200 | $7K | New |
| AIRR First Trust Rba American Ind | 0.00% | 106 | $7K | Reduce -68.8% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.00% | 93 | $7K | New |
| VCLT Vanguard Long-Term Corp. Bond | 0.00% | 94 | $7K | New |
| IJT iShares S&P Small-Cap 600 GR | 0.00% | 53 | $7K | Reduce -11.7% |
| SCHO Schwab Short-Term US Treas | 0.00% | 266 | $6K | New |
| PKB Invesco Building & Construct | 0.00% | 90 | $6K | New |
| EPOL iShares MSCI Poland ETF | 0.00% | 200 | $6K | New |
| SCHC Schwab Intl Small-Cap Equity | 0.00% | 154 | $6K | Reduce -58.0% |
| XMMO Invesco S&P Midcap Momentum | 0.00% | 47 | $5K | New |
| MUB iShares National Muni Bond E | 0.00% | 50 | $5K | Add +257.1% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.00% | 43 | $5K | Reduce -88.7% |
| IXJ iShares Global Healthcare Et | 0.00% | 52 | $5K | New |
| XOP SS SPDR S&P Og Exp & Prod | 0.00% | 35 | $5K | No change |
| DEM Wisdomtree Emerging Markets | 0.00% | 105 | $4K | New |
| DXJ Wisdomtree Japan Hedged Eq | 0.00% | 40 | $4K | New |
| URA Global X Uranium ETF | 0.00% | 192 | $4K | No change |
| NLR Vaneck Urani & Nuclr ETF-Usd | 0.00% | 60 | $4K | No change |
| IDV iShares International Select | 0.00% | 141 | $4K | New |
| SCHZ Schwab US Aggregate Bond ETF | 0.00% | 188 | $4K | New |
| IVW iShares S&P 500 Growth ETF | 0.00% | 44 | $4K | New |
| SPSM SS SPDR P S&P 600 Small Cap | 0.00% | 97 | $4K | New |
| IJH iShares Core S&P Midcap ETF | 0.00% | 66 | $4K | Reduce -61.9% |
| PICK iShares MSCI Global Metals & | 0.00% | 106 | $4K | No change |
| RSPH Invesco S&P 500 Equal Weight | 0.00% | 125 | $4K | New |
| SCYB Schwab High Yield Bond ETF | 0.00% | 142 | $4K | New |
| RWR SS SPDR Dow Jones REIT ETF | 0.00% | 37 | $4K | New |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.00% | 111 | $3K | Reduce -69.8% |
| ARTY iShares Future AI & Tech ETF | 0.00% | 100 | $3K | New |
| EFNL iShares MSCI Finland ETF | 0.00% | 80 | $3K | New |
| RTH Vaneck Retail ETF | 0.00% | 13 | $3K | New |
| IWS iShares Russell Mid-Cap Valu | 0.00% | 20 | $3K | Reduce -50.0% |
| EWO iShares MSCI Austria ETF | 0.00% | 100 | $3K | New |
| GOVT iShares US Treasury Bond ETF | 0.00% | 101 | $2K | Reduce -44.8% |
| EEM iShares MSCI Emerging Market | 0.00% | 50 | $2K | New |
| RSPT Invesco S&P 500 Equal Weight | 0.00% | 60 | $2K | New |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.00% | 24 | $2K | New |
| EBND State Street SPDR Bloomberg | 0.00% | 88 | $2K | Reduce -23.5% |
| DFSV Dimensional US Small Cap Val | 0.00% | 60 | $2K | New |
| IEI iShares 3-7 Year Treasury Bo | 0.00% | 14 | $2K | Reduce -88.8% |
| VSS Vanguard Ftse All Wo X-US SC | 0.00% | 11 | $1K | New |
| HYMB SS SPDR N Ice HY Muni ETF | 0.00% | 48 | $1K | No change |
| DLS Wisdomtree Intl S/C DVD Fund | 0.00% | 14 | $925 | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.00% | 8 | $534 | New |
| DISV Dimensional International SM | 0.00% | 10 | $292 | No change |
| COPX Global X Copper Miners ETF | 0.00% | 4 | $157 | No change |
| SHY iShares 1-3 Year Treasury Bo | 0.00% | 1 | $83 | Reduce -99.5% |
| MLPA Global X MLP ETF | 0.00% | 1 | $54 | No change |