| IVV iShares Core S&P 500 ETF | 16.99% | 514,195 | $352.2M | Add +1.3% |
| VTIP Vanguard Short-Term Tips | 4.98% | 2,087,310 | $103.2M | Add +17.3% |
| IJH iShares Core S&P Midcap ETF | 4.82% | 1,512,766 | $99.8M | Add +4.7% |
| IEFA iShares Core MSCI Eafe ETF | 3.92% | 909,227 | $81.3M | Add +8.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.79% | 115,228 | $78.6M | Reduce -2.3% |
| AAPL Apple Inc. | 3.57% | 272,012 | $73.9M | Reduce -0.0% |
| VEA Vanguard Ftse Developed ETF | 3.45% | 1,145,549 | $71.6M | Add +7.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 3.43% | 666,209 | $71.1M | Reduce -2.7% |
| IJR iShares Core S&P Small-Cap E | 3.29% | 567,432 | $68.2M | Add +2.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 3.28% | 1,195,167 | $67.9M | Add +0.1% |
| VWO Vanguard Ftse Emerging Marke | 2.58% | 995,128 | $53.5M | Add +1.4% |
| IBDU iShares Ibonds Dec 2029 Term | 1.74% | 1,539,005 | $36.0M | Add +8.2% |
| IBDV iShares Ibonds Dec 2030 Corp. | 1.67% | 1,569,753 | $34.6M | Add +9.3% |
| RWL Invesco S&P 500 Revenue ETF | 1.67% | 302,357 | $34.6M | Add +5.9% |
| USMV iShares MSCI USA Min Vol Fac | 1.65% | 363,088 | $34.2M | Reduce -2.0% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.61% | 1,580,348 | $33.4M | Add +11.3% |
| IBDT iShares Ibonds Dec 2028 ETF | 1.56% | 1,266,855 | $32.2M | Add +9.1% |
| PRF Invesco Rafi US 1000 ETF | 1.54% | 681,565 | $32.0M | Add +0.0% |
| MDYV SS SPDR S&P 400 MC Val ETF | 1.52% | 371,154 | $31.4M | Add +0.1% |
| IEMG iShares Core MSCI Emerging | 1.49% | 460,682 | $31.0M | Add +0.4% |
| MDYG SS SPDR S&P 400 MC GR ETF | 1.45% | 326,092 | $30.1M | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 1.29% | 191,865 | $26.7M | Reduce -1.0% |
| SLYV SS SPDR S&P 600 SC Val ETF | 1.24% | 281,798 | $25.6M | Reduce -0.2% |
| MDY State Street SPDR S&P Midcap | 1.22% | 41,828 | $25.2M | Reduce -0.2% |
| CFG Citizens Financial Group | 1.20% | 427,017 | $24.9M | Reduce -4.5% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 1.20% | 1,027,244 | $24.9M | Add +4.0% |
| IBDX iShares Ibonds Dec 2032 TC | 1.09% | 886,734 | $22.6M | Add +31.3% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.93% | 204,649 | $19.3M | Add +0.1% |
| MSFT Microsoft Corp. | 0.83% | 35,757 | $17.3M | Add +0.6% |
| IBDR iShares Ibonds Dec 2026 Term | 0.83% | 712,284 | $17.3M | Reduce -11.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.72% | 44,638 | $15.0M | Reduce -3.1% |
| AMZN Amazon.com Inc. | 0.64% | 57,335 | $13.2M | Add +0.6% |
| NYF iShares New York Muni Bond E | 0.61% | 235,756 | $12.6M | Add +1.1% |
| SCZ iShares MSCI Eafe Small-Cap | 0.59% | 157,675 | $12.2M | Reduce -1.2% |
| NVDA Nvidia Corp. | 0.58% | 64,314 | $12.0M | Add +4.9% |
| DDOG Datadog Inc. Class A | 0.54% | 81,776 | $11.1M | Reduce -29.7% |
| GOOG Alphabet Inc. Class C | 0.46% | 30,611 | $9.6M | Add +0.5% |
| JPM JPMorgan Chase & Co. | 0.44% | 28,403 | $9.2M | Reduce -0.7% |
| GOOGL Alphabet Inc. Class A | 0.40% | 26,544 | $8.3M | Add +3.0% |
| IWB iShares Russell 1000 ETF | 0.39% | 21,804 | $8.1M | Reduce -1.1% |
| JLL Jones Lang Lasalle Inc. | 0.38% | 23,499 | $7.9M | Add +0.1% |
| IWM iShares Russell 2000 ETF | 0.38% | 31,608 | $7.8M | Reduce -1.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.34% | 13,901 | $7.0M | Add +2.2% |
| VOO Vanguard S&P 500 ETF | 0.33% | 11,055 | $6.9M | Reduce -0.5% |
| TDTT NT Iboxx 3Y Dur Tips ETF | 0.31% | 262,907 | $6.3M | Reduce -3.7% |
| VNQ Vanguard Real Estate ETF | 0.25% | 57,629 | $5.1M | Add +3.9% |
| XOM Exxon Mobil Corp. | 0.23% | 39,513 | $4.8M | Add +1.6% |
| AVGO Broadcom Inc. | 0.22% | 13,154 | $4.6M | Add +4.1% |
| DVY iShares Select Dividend ETF | 0.22% | 32,206 | $4.5M | Reduce -0.2% |
| MA Mastercard Inc. Class A | 0.21% | 7,732 | $4.4M | Add +1.8% |
| META Meta Platforms Inc. Class A | 0.21% | 6,486 | $4.3M | Reduce -0.5% |
| SOXX iShares Semiconductor ETF | 0.20% | 13,969 | $4.2M | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.19% | 55,735 | $4.0M | Reduce -0.2% |
| DFAT Dimensional US Target Value | 0.18% | 64,428 | $3.8M | Add +4.6% |
| VEU Vanguard Ftse All-World Ex-U | 0.18% | 51,657 | $3.8M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.18% | 17,792 | $3.7M | Add +1.1% |
| TSLA Tesla Inc. | 0.17% | 7,890 | $3.5M | Add +10.1% |
| IWF iShares Russell 1000 Growth | 0.17% | 7,233 | $3.4M | Add +231.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.16% | 6,917 | $3.4M | Add +81.5% |
| DFIV Dimensional International Va | 0.16% | 66,367 | $3.3M | Add +582.7% |
| V Visa Inc. Class A | 0.16% | 9,207 | $3.2M | Add +1.3% |
| ABBV Abbvie Inc. | 0.15% | 13,168 | $3.0M | Add +3.5% |
| EFA iShares MSCI Eafe ETF | 0.14% | 30,542 | $2.9M | Add +0.8% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 9,500 | $2.9M | Add +2.6% |
| COST Costco Wholesale Corp. | 0.14% | 3,318 | $2.9M | Reduce -0.3% |
| ORCL Oracle Corp. | 0.14% | 14,407 | $2.8M | Reduce -0.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.13% | 10,497 | $2.7M | Reduce -1.8% |
| AMAT Applied Materials Inc. | 0.13% | 10,392 | $2.7M | Add +1.3% |
| RSP Invesco S&P 500 Equal Weight | 0.13% | 13,603 | $2.6M | Reduce -0.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.13% | 13,601 | $2.6M | Add +124.6% |
| IWN iShares Russell 2000 Value E | 0.13% | 14,297 | $2.6M | Add +10.5% |
| CROX Crocs Inc. | 0.12% | 29,741 | $2.5M | Add +1.3% |
| IXUS iShares Core Intl Stock ETF | 0.12% | 29,986 | $2.5M | Add +0.1% |
| HDV iShares Core High Dividend E | 0.12% | 20,642 | $2.5M | Reduce -0.1% |
| LLY Eli Lilly & Co. | 0.12% | 2,303 | $2.5M | Reduce -3.1% |
| JPST JPMorgan Ultra-Short Income | 0.12% | 47,808 | $2.4M | No change |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.12% | 47,429 | $2.4M | Add +37.8% |
| LAMR Lamar Advertising Co. Class A | 0.12% | 18,997 | $2.4M | Add +0.1% |
| OEF iShares S&P 100 ETF | 0.11% | 6,861 | $2.4M | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.11% | 14,965 | $2.3M | Add +1.2% |
| HD Home Depot Inc. | 0.11% | 6,518 | $2.2M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.11% | 15,438 | $2.2M | Reduce -7.2% |
| C Citigroup Inc. | 0.11% | 18,712 | $2.2M | Reduce -1.6% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.10% | 40,413 | $2.1M | No change |
| MINT PIMCO Enhanced Short Maturit | 0.10% | 20,500 | $2.1M | No change |
| RJF Raymond James Financial Inc. | 0.09% | 12,225 | $2.0M | Add +0.0% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.09% | 22,691 | $2.0M | Reduce -2.0% |
| BX Blackstone Inc. | 0.09% | 12,553 | $1.9M | Reduce -17.0% |
| WMT Walmart Inc. | 0.09% | 16,226 | $1.8M | Reduce -20.6% |
| COMP Compass Inc. Class A | 0.09% | 170,451 | $1.8M | Reduce -1.1% |
| ADP Automatic Data Processing | 0.09% | 6,945 | $1.8M | Reduce -2.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.08% | 2,802 | $1.7M | Reduce -0.7% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.08% | 8,030 | $1.7M | Add +106.6% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.08% | 14,877 | $1.7M | Add +0.5% |
| RWK Invesco S&P Midcap 400 Rev | 0.08% | 12,954 | $1.6M | No change |
| MCD McDonald's Corp. | 0.08% | 5,342 | $1.6M | Add +1.4% |
| GEV GE Vernova Inc. | 0.08% | 2,452 | $1.6M | Add +4.6% |
| ITOT iShares Core S&P Total U.S. | 0.08% | 10,510 | $1.6M | Reduce -9.7% |
| CAT Caterpillar Inc. | 0.07% | 2,714 | $1.6M | Add +2.0% |
| ABT Abbott Laboratories | 0.07% | 12,389 | $1.6M | Add +0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 5,132 | $1.5M | Add +10.8% |
| DE Deere & Co. | 0.07% | 3,157 | $1.5M | Reduce -39.5% |
| DFUV Dimensional US Marketwide Va | 0.07% | 31,457 | $1.5M | New |
| KO The Coca-Cola Co. | 0.07% | 20,681 | $1.4M | Add +6.2% |
| NFLX Netflix Inc. | 0.07% | 15,134 | $1.4M | Reduce -6.1% |
| NEE Nextera Energy Inc. | 0.07% | 17,574 | $1.4M | Add +1.9% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.07% | 4,640 | $1.4M | Add +146.2% |
| RWJ Invesco S&P Smallcap 600 | 0.07% | 28,269 | $1.4M | No change |
| VYM Vanguard High DVD Yield ETF | 0.06% | 9,264 | $1.3M | Reduce -0.1% |
| IWR iShares Russell Mid-Cap ETF | 0.06% | 13,797 | $1.3M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 5,675 | $1.2M | Reduce -16.5% |
| VIOO Vanguard S&P Small-Cap 600 E | 0.06% | 10,986 | $1.2M | Add +0.5% |
| GS Goldman Sachs Group Inc. | 0.06% | 1,364 | $1.2M | Add +1.2% |
| JFLX JPMorgan Flexible Debt ETF | 0.06% | 23,816 | $1.2M | Add +30.5% |
| SCHF Schwab Intl Equity ETF | 0.06% | 49,441 | $1.2M | Reduce -13.5% |
| UBSI United Bankshares Inc. | 0.06% | 30,692 | $1.2M | Add +0.1% |
| CSCO Cisco Systems Inc. | 0.06% | 15,256 | $1.2M | Add +6.4% |
| MS Morgan Stanley | 0.06% | 6,563 | $1.2M | Add +1.3% |
| PJT PJT Partners Inc. Class A | 0.06% | 6,880 | $1.2M | Reduce -35.0% |
| CPNG Coupang Inc. | 0.05% | 47,926 | $1.1M | Reduce -2.2% |
| HUBB Hubbell Inc. | 0.05% | 2,525 | $1.1M | Add +0.7% |
| DFIP Dimensional Inflation-Protec | 0.05% | 26,933 | $1.1M | Reduce -8.5% |
| EEM iShares MSCI Emerging Market | 0.05% | 20,275 | $1.1M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.05% | 10,508 | $1.1M | Add +3.1% |
| ORLY O'reilly Automotive Inc. | 0.05% | 11,970 | $1.1M | Add +1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 1,879 | $1.1M | Add +1.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.05% | 18,872 | $1.0M | Add +7.0% |
| WFC Wells Fargo & Co. | 0.05% | 10,931 | $1.0M | Add +4.9% |
| PM Philip Morris International | 0.05% | 6,291 | $1.0M | Reduce -5.0% |
| CRM Salesforce Inc. | 0.05% | 3,793 | $1.0M | Reduce -0.3% |
| BLK BlackRock Inc. | 0.05% | 936 | $1.0M | Reduce -8.2% |
| SCHC Schwab Intl Small-Cap Equity | 0.05% | 21,988 | $1.0M | New |
| AXP American Express Co. | 0.05% | 2,692 | $996K | Reduce -21.2% |
| RTX RTX Corp. | 0.05% | 5,414 | $993K | Add +4.3% |
| CVX Chevron Corp. | 0.05% | 6,297 | $960K | Reduce -3.0% |
| PDN Inv Rafi Dev MKT US SM-Usdin | 0.04% | 21,342 | $900K | No change |
| LMT Lockheed Martin Corp. | 0.04% | 1,812 | $876K | Add +1.2% |
| DFUS Dimensional US Eq MKT ETF | 0.04% | 11,724 | $870K | No change |
| AVUV Avantis US Small Cap Value | 0.04% | 8,293 | $846K | Add +0.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.04% | 7,325 | $834K | New |
| SCHW Schwab (charles) Corp. | 0.04% | 8,292 | $828K | Add +1.1% |
| SCHX Schwab US Large-Cap ETF | 0.04% | 30,778 | $828K | Reduce -5.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.04% | 2,710 | $824K | Reduce -0.5% |
| PLTR Palantir Technologies Inc. Class A | 0.04% | 4,601 | $818K | Add +6.5% |
| AMD Advanced Micro Devices | 0.04% | 3,797 | $813K | Add +11.5% |
| ROST Ross Stores Inc. | 0.04% | 4,439 | $800K | Reduce -18.1% |
| LOW Lowe's Cos Inc. | 0.04% | 3,305 | $797K | Add +0.2% |
| TXN Texas Instruments Inc. | 0.04% | 4,551 | $790K | Reduce -2.0% |
| BKNG Booking Holdings Inc. | 0.04% | 145 | $777K | Add +5.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.04% | 1 | $755K | No change |
| EMR Emerson Electric Co. | 0.04% | 5,680 | $754K | Add +1.4% |
| VXUS Vanguard Total Intl Stock | 0.04% | 9,939 | $750K | Reduce -5.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 6,399 | $728K | Reduce -9.2% |
| GLD SPDR Gold Shares | 0.03% | 1,812 | $718K | No change |
| CSX CSX Corp. | 0.03% | 19,763 | $716K | Add +1.1% |
| PFE Pfizer Inc. | 0.03% | 28,036 | $698K | Add +5.1% |
| ISRG Intuitive Surgical Inc. | 0.03% | 1,222 | $692K | Add +6.2% |
| ED Consolidated Edison Inc. | 0.03% | 6,951 | $690K | Add +15.1% |
| GLW Corning Inc. | 0.03% | 7,737 | $677K | Reduce -0.1% |
| XLK SS Technology Select Sector | 0.03% | 4,674 | $673K | Reduce -12.8% |
| TFC Truist Financial Corp. | 0.03% | 13,629 | $671K | Add +0.3% |
| HSY The Hershey Co. | 0.03% | 3,678 | $669K | Reduce -0.2% |
| PGR Progressive Corp. | 0.03% | 2,927 | $667K | Add +1.7% |
| AMGN Amgen Inc. | 0.03% | 2,026 | $663K | Add +5.1% |
| MO Altria Group Inc. | 0.03% | 11,105 | $640K | Reduce -0.5% |
| LIN Linde PLC | 0.03% | 1,467 | $626K | Reduce -3.1% |
| ACN Accenture PLC Class A | 0.03% | 2,299 | $617K | Add +17.7% |
| MU Micron Technology Inc. | 0.03% | 2,152 | $614K | Add +14.0% |
| VSS Vanguard Ftse All Wo X-US SC | 0.03% | 4,256 | $610K | No change |
| INTC Intel Corp. | 0.03% | 16,500 | $609K | Reduce -26.6% |
| UNH Unitedhealth Group Inc. | 0.03% | 1,804 | $596K | Add +4.5% |
| LHX L3HARRIS Technologies Inc. | 0.03% | 2,021 | $593K | Add +0.8% |
| VDE Vanguard Energy ETF | 0.03% | 4,707 | $593K | No change |
| SYK Stryker Corp. | 0.03% | 1,673 | $588K | Reduce -6.2% |
| URI United Rentals Inc. | 0.03% | 714 | $578K | Add +6.9% |
| CMI Cummins Inc. | 0.03% | 1,129 | $576K | Add +0.6% |
| NVS Novartis AG-Sponsored ADR | 0.03% | 4,139 | $571K | Add +3.7% |
| DHR Danaher Corp. | 0.03% | 2,467 | $565K | Add +0.9% |
| HON Honeywell International Inc. | 0.03% | 2,877 | $561K | Reduce -0.4% |
| IDEV iShares Core MSCI Dev MKTS | 0.03% | 6,749 | $557K | No change |
| IWD iShares Russell 1000 Value E | 0.03% | 2,633 | $554K | No change |
| XFRAX BlackRock Fltng RT Inc. Strat | 0.03% | 46,456 | $547K | Add +3.1% |
| VGSH Vanguard Short-Term Treasury | 0.03% | 9,273 | $545K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.03% | 507 | $542K | Reduce -2.5% |
| SCHG Schwab US Large-Cap Growth | 0.03% | 16,538 | $539K | Reduce -4.4% |
| NSC Norfolk Southern Corp. | 0.03% | 1,826 | $527K | Add +0.7% |
| PEG Public Service Enterprise GP | 0.03% | 6,475 | $520K | New |
| QCOM Qualcomm Inc. | 0.02% | 3,004 | $514K | Add +8.9% |
| T AT&T Inc. | 0.02% | 20,642 | $513K | Add +3.6% |
| IAU iShares Gold Trust | 0.02% | 6,313 | $512K | Reduce -2.9% |
| ITW Illinois Tool Works | 0.02% | 2,049 | $505K | Add +1.4% |
| PEP Pepsico Inc. | 0.02% | 3,479 | $499K | Reduce -10.4% |
| POST Post Holdings Inc. filed as POST HLDGS INC | 0.02% | 5,025 | $498K | Reduce -0.3% |
| PH Parker Hannifin Corp. | 0.02% | 565 | $497K | Add +0.4% |
| FFIV F5 Inc. | 0.02% | 1,919 | $490K | Add +1.7% |
| ECL Ecolab Inc. | 0.02% | 1,853 | $486K | Add +2.8% |
| COF Capital One Financial Corp. | 0.02% | 1,923 | $466K | Add +23.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.02% | 5,129 | $459K | Reduce -30.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.02% | 1,593 | $458K | Add +6.2% |
| SO The Southern Co. | 0.02% | 5,236 | $457K | Add +14.2% |
| J Jacobs Solutions Inc. | 0.02% | 3,401 | $450K | Add +4.8% |
| AOA iShares Core 80/20 Aggressiv | 0.02% | 5,013 | $449K | Reduce -30.9% |
| SCHB Schwab US Broad Market ETF | 0.02% | 16,862 | $442K | Reduce -3.3% |
| VRP Invesco Variable Rate Prefer | 0.02% | 18,145 | $441K | Reduce -21.9% |
| IOO iShares Global 100 ETF | 0.02% | 3,475 | $440K | No change |
| PFF iShares Preferred & Income S | 0.02% | 14,217 | $440K | No change |
| LRCX Lam Research Corp. | 0.02% | 2,550 | $437K | Add +7.7% |
| IVE iShares S&P 500 Value ETF | 0.02% | 2,033 | $431K | No change |
| IVW iShares S&P 500 Growth ETF | 0.02% | 3,482 | $429K | No change |
| ARES Ares Management Corp. Class A | 0.02% | 2,614 | $423K | Add +0.7% |
| QUAL iShares MSCI USA Quality Fac | 0.02% | 2,114 | $420K | No change |
| FBRT Franklin BSP Realty Trust Inc. | 0.02% | 41,336 | $415K | Reduce -2.7% |
| IWO iShares Russell 2000 Growth | 0.02% | 1,280 | $413K | Add +41.9% |
| CB Chubb Ltd. | 0.02% | 1,321 | $412K | Add +7.9% |
| BRO Brown & Brown Inc. | 0.02% | 5,004 | $399K | Add +5.3% |
| XLP SS Consumer Staples Sel Sect | 0.02% | 5,124 | $398K | Reduce -9.4% |
| INTU Intuit Inc. | 0.02% | 600 | $397K | Add +5.5% |
| IBMP iShares Ibonds Dec 2027 Term | 0.02% | 15,584 | $396K | Reduce -11.5% |
| KLAC KLA Corp. | 0.02% | 325 | $395K | Add +0.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.02% | 2,210 | $392K | No change |
| VZ Verizon Communications Inc. | 0.02% | 9,607 | $391K | Reduce -1.1% |
| ADBE Adobe Inc. | 0.02% | 1,104 | $386K | Add +3.5% |
| IBMR iShares Ibonds Dec 2029 M BD | 0.02% | 15,170 | $386K | Reduce -29.1% |
| NOW ServiceNow Inc. | 0.02% | 2,517 | $386K | Reduce -5.0% |
| SMH Vaneck Semiconductor ETF | 0.02% | 1,067 | $384K | Reduce -3.0% |
| KKR KKR & Co. Inc. | 0.02% | 2,994 | $382K | Add +2.2% |
| UNP Union Pacific Corp. | 0.02% | 1,648 | $381K | Reduce -4.5% |
| GBDC Golub Capital BDC Inc. | 0.02% | 27,788 | $377K | No change |
| SUSA iShares ESG Optimized MSCI U | 0.02% | 2,694 | $375K | No change |
| SBUX Starbucks Corp. | 0.02% | 4,422 | $372K | Add +7.5% |
| UBER Uber Technologies Inc. | 0.02% | 4,538 | $371K | Reduce -6.5% |
| ADI Analog Devices Inc. | 0.02% | 1,330 | $361K | Add +4.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.02% | 1,288 | $360K | No change |
| LNT Alliant Energy Corp. | 0.02% | 5,472 | $356K | Add +0.1% |
| WSM Williams-Sonoma Inc. | 0.02% | 1,982 | $354K | Add +0.5% |
| PANW Palo Alto Networks Inc. | 0.02% | 1,905 | $351K | Reduce -10.6% |
| SPOT Spotify Technology SA | 0.02% | 604 | $351K | Reduce -11.4% |
| DTCR Global X Data Center & Digit | 0.02% | 16,414 | $346K | No change |
| CGMS Cap Group US Multi-Sect Bond | 0.02% | 12,381 | $342K | No change |
| VDC Vanguard Consumer Staple ETF | 0.02% | 1,547 | $327K | Reduce -0.8% |
| MMM 3M Co. | 0.02% | 2,041 | $327K | Add +0.1% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.02% | 12,693 | $325K | Reduce -22.6% |
| CTVA Corteva Inc. | 0.02% | 4,833 | $324K | Add +4.1% |
| CVS CVS Health Corp. | 0.02% | 4,062 | $322K | Add +17.8% |
| IYW iShares Ustechnology ETF | 0.02% | 1,601 | $320K | No change |
| SCHV Schwab US Large-Cap Value | 0.02% | 10,756 | $318K | Reduce -3.1% |
| APD Air Products & Chemicals Inc. | 0.02% | 1,288 | $318K | Reduce -6.0% |
| BA The Boeing Co. | 0.02% | 1,445 | $314K | Reduce -23.7% |
| CL Colgate-Palmolive Co. | 0.01% | 3,930 | $311K | Add +8.9% |
| GILD Gilead Sciences Inc. | 0.01% | 2,526 | $310K | Add +9.1% |
| GD General Dynamics Corp. | 0.01% | 919 | $309K | Add +2.7% |
| GEHC GE Healthcare Technology | 0.01% | 3,732 | $306K | Add +2.7% |
| AKRE Akre Focus ETF filed as PROFESIONALLY MANAGED PORTFO | 0.01% | 4,640 | $304K | New |
| TMUS T-Mobile US Inc. | 0.01% | 1,482 | $301K | Reduce -3.0% |
| PSX Phillips 66 | 0.01% | 2,319 | $299K | Reduce -67.4% |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.01% | 6,684 | $298K | No change |
| REGN Regeneron Pharmaceuticals | 0.01% | 382 | $295K | New |
| DUK Duke Energy Corp. | 0.01% | 2,503 | $293K | Add +10.3% |
| DGRO iShares Core Dividend Growth | 0.01% | 4,200 | $292K | No change |
| GIS General Mills Inc. | 0.01% | 6,238 | $290K | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.01% | 380 | $286K | Reduce -5.2% |
| COP Conocophillips | 0.01% | 3,049 | $285K | Reduce -3.5% |
| INDA iShares MSCI India ETF | 0.01% | 5,215 | $282K | No change |
| BXSL Blackstone Secured Lending F | 0.01% | 10,700 | $282K | No change |
| FAST Fastenal Co. | 0.01% | 7,000 | $281K | Reduce -2.8% |
| UL Unilever PLC-Sponsored ADR | 0.01% | 4,275 | $280K | Add +1.0% |
| SHEL Shell PLC-ADR | 0.01% | 3,760 | $276K | Add +3.8% |
| TM Toyota Motor Corp. -Spon ADR | 0.01% | 1,274 | $273K | Add +1.5% |
| ESGU iShares ESG Aware MSCI USA | 0.01% | 1,826 | $272K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.01% | 937 | $272K | No change |
| DEM Wisdomtree Emerging Markets | 0.01% | 5,749 | $269K | Reduce -8.6% |
| RDVY First Trust Rising Dividend | 0.01% | 3,849 | $267K | No change |
| IUSV iShares Core S&P U.S. Value | 0.01% | 2,607 | $267K | No change |
| EME Emcor Group Inc. | 0.01% | 431 | $264K | Reduce -5.7% |
| VMRK Vivmark Residential filed as EQUITY RESIDENTIAL | 0.01% | 4,182 | $264K | Reduce -1.9% |
| SE Sea Ltd.-ADR | 0.01% | 2,057 | $262K | Reduce -22.6% |
| BRLT Brilliant Earth Group Inc. Class A | 0.01% | 148,273 | $259K | No change |
| CACC Credit Acceptance Corp. | 0.01% | 583 | $259K | No change |
| VRA Vera Bradley Inc. | 0.01% | 106,722 | $258K | Add +98.7% |
| AZN Astrazeneca PLC-Spons ADR | 0.01% | 2,792 | $257K | Add +6.8% |
| DTD Wisdomtree US Total Dividend | 0.01% | 3,000 | $255K | No change |
| FDX FedEx Corp. | 0.01% | 879 | $254K | New |
| NOC Northrop Grumman Corp. | 0.01% | 439 | $250K | Add +3.0% |
| MDT Medtronic PLC | 0.01% | 2,605 | $250K | Add +3.0% |
| MCO Moody's Corp. | 0.01% | 488 | $249K | Add +3.6% |
| SCHD Schwab US DVD Equity ETF | 0.01% | 9,002 | $247K | Reduce -6.4% |
| CPT Camden Property Trust | 0.01% | 2,228 | $245K | Add +8.0% |
| IBMO iShares Ibonds Dec 2026 Term | 0.01% | 9,349 | $240K | Reduce -15.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 509 | $239K | Reduce -10.9% |
| CMCSA Comcast Corp. Class A | 0.01% | 7,956 | $238K | Add +22.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.01% | 753 | $237K | Reduce -32.2% |
| ROL Rollins Inc. | 0.01% | 3,910 | $235K | Add +8.6% |
| IGM iShares Expanded Tech Sector | 0.01% | 1,800 | $232K | No change |
| HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC | 0.01% | 2,943 | $232K | New |
| TPR Tapestry Inc. | 0.01% | 1,805 | $231K | Add +0.6% |
| SAP Sap SE-Sponsored ADR | 0.01% | 929 | $226K | Reduce -10.7% |
| KMI Kinder Morgan Inc. | 0.01% | 8,179 | $225K | Reduce -2.3% |
| APP AppLovin Corp. Class A | 0.01% | 327 | $220K | New |
| YUM Yum! Brands Inc. | 0.01% | 1,454 | $220K | Add +3.9% |
| BNL Broadstone Net Lease Inc. | 0.01% | 12,648 | $220K | No change |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.01% | 7,999 | $218K | No change |
| IJK iShares S&P Mid-Cap 400 Grow | 0.01% | 2,239 | $217K | No change |
| VNQI Vanguard GLBL Ex-US Real Est | 0.01% | 4,720 | $216K | New |
| PNC PNC Financial Services Group | 0.01% | 1,034 | $216K | Add +1.5% |
| WMB Williams Cos Inc. | 0.01% | 3,584 | $215K | New |
| VT Vanguard Tot World STK ETF | 0.01% | 1,523 | $215K | No change |
| SPGI S&P Global Inc. | 0.01% | 411 | $215K | New |
| CEG Constellation Energy | 0.01% | 606 | $214K | New |
| GBX Greenbrier Companies Inc. | 0.01% | 4,557 | $213K | Add +3.3% |
| APH Amphenol Corp. Class A | 0.01% | 1,569 | $212K | New |
| MCK McKesson Corp. | 0.01% | 258 | $212K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.01% | 465 | $211K | New |
| PYPL PayPal Holdings Inc. | 0.01% | 3,607 | $211K | Reduce -1.3% |
| XLE SS Energy Select Sector | 0.01% | 4,698 | $210K | Reduce -6.5% |
| IDXX Idexx Laboratories Inc. | 0.01% | 310 | $210K | New |
| GSLC Goldman Activebeta US LC ETF | 0.01% | 1,571 | $208K | No change |
| BMY Bristol-Myers Squibb Co. | 0.01% | 3,804 | $205K | New |
| JCI Johnson Controls Internation | 0.01% | 1,704 | $204K | New |
| TEL Te Connectivity PLC | 0.01% | 887 | $202K | New |
| PAYX Paychex Inc. | 0.01% | 1,797 | $202K | Reduce -15.7% |
| TSN Tyson Foods Inc. Class A | 0.01% | 3,427 | $201K | New |
| ANET Arista Networks Inc. | 0.01% | 1,528 | $200K | Reduce -2.9% |
| F Ford Motor Co. filed as FORD MTR CO | 0.01% | 10,013 | $131K | Reduce -24.9% |
| SAN Banco Santander SA-Spon ADR | 0.01% | 10,556 | $124K | New |
| MFG Mizuho Financial Group-ADR | 0.00% | 12,796 | $94K | New |
| LYG Lloyds Banking Group PLC-ADR | 0.00% | 10,921 | $58K | Add +8.7% |