| VCIT Vanguard Int-Term Corporate | 10.42% | 1,372,355 | $113.4M | Add +0.8% |
| IEFA iShares Core MSCI Eafe ETF | 9.11% | 1,026,913 | $99.2M | Add +2.0% |
| IWD iShares Russell 1000 Value E | 4.61% | 207,147 | $50.2M | Reduce -6.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 4.19% | 445,806 | $45.6M | Reduce -10.3% |
| IWR iShares Russell Mid-Cap ETF | 3.86% | 381,311 | $42.1M | Add +3.3% |
| MUB iShares National Muni Bond E | 2.79% | 281,933 | $30.3M | Add +7.9% |
| IWF iShares Russell 1000 Growth | 2.75% | 241,524 | $30.0M | Add +0.7% |
| JPIE JPMorgan Income ETF | 2.70% | 637,747 | $29.4M | Add +43.5% |
| SOXX iShares Semiconductor ETF | 2.29% | 38,947 | $25.0M | Reduce -16.1% |
| FPEI First Trust Institutional PR | 2.23% | 1,261,093 | $24.3M | Add +3.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.21% | 278,734 | $24.0M | Reduce -0.9% |
| QUAL iShares MSCI USA Quality Fac | 2.03% | 100,803 | $22.1M | Reduce -0.0% |
| SUB iShares Short-Term National | 1.95% | 199,011 | $21.2M | Add +1.6% |
| SCHD Schwab US DVD Equity ETF | 1.84% | 632,796 | $20.1M | Add +0.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.82% | 90,983 | $19.8M | Reduce -2.3% |
| NYF iShares New York Muni Bond E | 1.81% | 366,334 | $19.7M | Add +4.4% |
| IYJ iShares U.S. Industrials ETF | 1.74% | 113,634 | $18.9M | Add +3.0% |
| GRID First TRST Nasd Class Edg Sgiif | 1.67% | 94,818 | $18.2M | Reduce -1.0% |
| CIBR First Trust Nasdaq Cybersecu | 1.63% | 197,558 | $17.8M | Reduce -4.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.62% | 305,454 | $17.6M | Add +0.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.37% | 188,507 | $14.9M | Add +92.0% |
| JEPI JPMorgan Equity Premium Inco | 1.36% | 262,507 | $14.8M | Add +7.8% |
| AVUV Avantis US Small Cap Value | 1.26% | 110,273 | $13.8M | Add +5.0% |
| MSFT Microsoft Corp. | 1.17% | 34,028 | $12.7M | Reduce -0.1% |
| AAPL Apple Inc. | 1.15% | 43,351 | $12.5M | Add +8.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.14% | 16,685 | $12.5M | Add +1.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 1.09% | 235,085 | $11.9M | Reduce -4.7% |
| IWP iShares Russell Mid-Cap Grow | 1.04% | 77,597 | $11.4M | Reduce -0.8% |
| JTEK JPMorgan US Tech Leaders | 1.02% | 99,779 | $11.1M | Add +34.0% |
| IVV iShares Core S&P 500 ETF | 1.02% | 14,840 | $11.1M | Add +3.8% |
| IWS iShares Russell Mid-Cap Valu | 0.84% | 55,797 | $9.2M | Reduce -1.1% |
| XLP SS Consumer Staples Sel Sect | 0.83% | 109,029 | $9.1M | Add +4.2% |
| IEMG iShares Core MSCI Emerging | 0.75% | 98,715 | $8.2M | Add +34.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.72% | 254,331 | $7.8M | Reduce -0.4% |
| XJUN FT Vest U.S. Equity Enhance | 0.68% | 165,940 | $7.4M | Add +9.6% |
| VONG Vanguard Russell 1000 Growth | 0.66% | 56,595 | $7.2M | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.62% | 33,910 | $6.8M | Reduce -2.3% |
| GOOGL Alphabet Inc. Class A | 0.59% | 18,111 | $6.5M | Add +12.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.54% | 73,508 | $5.9M | Reduce -0.1% |
| JSCP JPMorgan Short Duration Core | 0.52% | 119,228 | $5.6M | Add +16.8% |
| SUSC iShares ESG Aware Usd Corpor | 0.50% | 235,522 | $5.5M | Add +7.6% |
| BBUS JPMorgan Betabuilders US Equ | 0.49% | 39,600 | $5.3M | Add +6.4% |
| VOO Vanguard S&P 500 ETF | 0.49% | 7,694 | $5.3M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 0.41% | 18,840 | $4.5M | Reduce -0.7% |
| ESGD iShares Trust iShares ESG Aw | 0.40% | 42,628 | $4.4M | Add +1.0% |
| JIRE JPMorgan Int Res Enh Eqty | 0.38% | 50,326 | $4.2M | Add +9.6% |
| IWM iShares Russell 2000 ETF | 0.37% | 13,498 | $4.1M | Add +2.0% |
| JCPB JPMorgan Core Plus Bond ETF | 0.35% | 80,818 | $3.8M | Add +59.4% |
| VEA Vanguard Ftse Developed ETF | 0.34% | 52,716 | $3.8M | Reduce -0.3% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.32% | 68,930 | $3.4M | Reduce -3.5% |
| GOOG Alphabet Inc. Class C | 0.31% | 9,492 | $3.4M | Add +41.0% |
| AVLV Avantis US Large Cap Value | 0.30% | 35,758 | $3.3M | Add +8.7% |
| AVGO Broadcom Inc. | 0.30% | 8,533 | $3.2M | Reduce -1.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.28% | 10,056 | $3.0M | Add +1.2% |
| IWO iShares Russell 2000 Growth | 0.28% | 7,700 | $3.0M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.27% | 8,830 | $2.9M | Reduce -0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.26% | 5,598 | $2.8M | Add +5.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 7,443 | $2.8M | Add +27.9% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.24% | 22,505 | $2.6M | Reduce -5.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 3,567 | $2.6M | Add +17.4% |
| JGRO JPMorgan Active Growth ETF | 0.23% | 25,735 | $2.5M | Reduce -0.7% |
| LRCX Lam Research Corp. | 0.22% | 5,593 | $2.4M | Reduce -1.8% |
| XLK SS Technology Select Sector | 0.22% | 12,472 | $2.4M | Reduce -6.0% |
| COST Costco Wholesale Corp. | 0.21% | 2,414 | $2.3M | Add +20.3% |
| VWO Vanguard Ftse Emerging Marke | 0.21% | 37,524 | $2.2M | Reduce -0.4% |
| AGG iShares Core U.S. Aggregate | 0.20% | 22,260 | $2.2M | Reduce -1.3% |
| IWN iShares Russell 2000 Value E | 0.20% | 9,783 | $2.2M | Reduce -0.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.19% | 45,923 | $2.1M | Add +23.9% |
| JMUB JPMorgan Municipal ETF | 0.19% | 41,252 | $2.1M | Add +22.9% |
| ESGE iShares Inc. iShares ESG Awar | 0.19% | 37,375 | $2.0M | Reduce -4.0% |
| AXP American Express Co. | 0.18% | 5,791 | $2.0M | Reduce -1.1% |
| IWB iShares Russell 1000 ETF | 0.18% | 4,763 | $2.0M | No change |
| IGM iShares Expanded Tech Sector | 0.17% | 11,624 | $1.9M | No change |
| VONV Vanguard Russell 1000 Value | 0.17% | 17,452 | $1.9M | Reduce -2.0% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.16% | 20,352 | $1.8M | Add +0.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.16% | 47,050 | $1.7M | Reduce -1.4% |
| V Visa Inc. Class A | 0.15% | 4,913 | $1.7M | Add +16.5% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.15% | 32,096 | $1.6M | No change |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.14% | 7,925 | $1.6M | Reduce -1.4% |
| ACYN FT Lad Autocall Bar Inc. ETF | 0.14% | 73,495 | $1.5M | New |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.14% | 4,960 | $1.5M | Reduce -4.2% |
| JNJ Johnson & Johnson | 0.14% | 5,944 | $1.5M | Reduce -2.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.14% | 22,068 | $1.5M | Add +12.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 24,267 | $1.5M | Add +1.6% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.13% | 27,279 | $1.4M | Reduce -11.3% |
| MA Mastercard Inc. Class A | 0.13% | 2,705 | $1.4M | Reduce -4.2% |
| VGT Vanguard Info Tech ETF | 0.12% | 11,371 | $1.4M | Add +1.4% |
| IWY iShares Russell Top 200 Grow | 0.12% | 4,670 | $1.4M | Reduce -8.4% |
| ABBV Abbvie Inc. | 0.12% | 5,386 | $1.4M | Reduce -0.1% |
| META Meta Platforms Inc. Class A | 0.12% | 2,404 | $1.4M | Add +2.7% |
| NUSC Nuveen ESG Small-Cap ETF | 0.12% | 25,833 | $1.3M | Add +1.9% |
| SUSB iShares ESG Aware 1-5 Year U | 0.12% | 53,355 | $1.3M | Add +11.6% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.12% | 3,612 | $1.3M | Reduce -5.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.11% | 4,988 | $1.2M | No change |
| SUSA iShares ESG Optimized MSCI U | 0.11% | 7,792 | $1.2M | Reduce -2.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.11% | 10,074 | $1.2M | Reduce -3.4% |
| MS Morgan Stanley | 0.11% | 5,664 | $1.2M | Add +84.9% |
| MARM Ftvestus Max Buff ETF March | 0.11% | 34,201 | $1.2M | Reduce -9.1% |
| SPEM State Street SP PTF Em ETF | 0.10% | 21,874 | $1.1M | Add +0.6% |
| LLY Eli Lilly & Co. | 0.10% | 921 | $1.1M | Add +3.0% |
| HD Home Depot Inc. | 0.10% | 3,066 | $1.1M | Reduce -0.9% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 31,431 | $1.1M | Reduce -5.9% |
| CAT Caterpillar Inc. | 0.09% | 873 | $930K | Reduce -3.1% |
| IBB iShares Biotechnology ETF | 0.08% | 4,844 | $921K | Add +5.5% |
| NFLX Netflix Inc. | 0.08% | 12,214 | $872K | Add +9.8% |
| QCOM Qualcomm Inc. | 0.08% | 4,620 | $854K | Reduce -0.4% |
| IVW iShares S&P 500 Growth ETF | 0.08% | 6,135 | $844K | Reduce -0.7% |
| SHYM iShares Short Duration High | 0.08% | 37,438 | $840K | Add +29.8% |
| SGOV iShares 0-3 Month Treasury B | 0.08% | 8,324 | $838K | Reduce -2.9% |
| INTC Intel Corp. | 0.08% | 5,946 | $830K | Reduce -14.2% |
| TXN Texas Instruments Inc. | 0.08% | 2,767 | $825K | Reduce -0.1% |
| FIW First Trust Water ETF | 0.07% | 6,766 | $741K | Add +0.9% |
| TMO Thermo Fisher Scientific Inc. | 0.07% | 1,477 | $741K | Reduce -0.9% |
| CSCO Cisco Systems Inc. | 0.07% | 6,252 | $734K | Reduce -3.3% |
| BDYN iShares DYN Act ETF | 0.07% | 25,791 | $715K | Reduce -5.0% |
| MBB iShares MBS ETF | 0.07% | 7,553 | $714K | Reduce -10.1% |
| KO The Coca-Cola Co. | 0.07% | 8,769 | $713K | Add +1.6% |
| BDVL iShares DV Equity Active ETF | 0.07% | 27,250 | $708K | Add +3.9% |
| LMBS First Trust Low Duration Opp | 0.06% | 13,971 | $695K | No change |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.06% | 10,207 | $694K | Add +0.4% |
| EFG iShares MSCI Eafe Growth ETF | 0.06% | 5,470 | $681K | Add +3.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.06% | 1,975 | $679K | No change |
| BBHY JPMorgan Betabuilders Usd Hi | 0.06% | 14,316 | $660K | Add +24.0% |
| VGSH Vanguard Short-Term Treasury | 0.06% | 11,110 | $647K | Reduce -2.6% |
| IVE iShares S&P 500 Value ETF | 0.06% | 2,813 | $639K | Reduce -10.0% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 2,638 | $624K | Add +16.5% |
| IGV iShares Expanded Tech-Softwa | 0.06% | 6,696 | $607K | Reduce -21.3% |
| GSC Goldman Sachs Small Cap Equi | 0.06% | 8,708 | $603K | Reduce -1.3% |
| VXF Vanguard Extended Market ETF | 0.06% | 2,445 | $602K | Add +18.0% |
| PH Parker Hannifin Corp. | 0.05% | 598 | $585K | No change |
| VTC Vanguard Total Corporate BND | 0.05% | 7,405 | $569K | Reduce -4.8% |
| QDF NT Qual Div ETF | 0.05% | 6,185 | $556K | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.05% | 5,813 | $552K | No change |
| PHO Invesco Water Resources ETF | 0.05% | 7,922 | $547K | Add +10.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.05% | 4,880 | $532K | Reduce -1.6% |
| GS Goldman Sachs Group Inc. | 0.05% | 526 | $532K | Reduce -2.8% |
| MRK Merck & Co. Inc. | 0.05% | 4,100 | $527K | Add +31.2% |
| AMGN Amgen Inc. | 0.05% | 1,434 | $519K | Reduce -2.6% |
| PG The Procter & Gamble Co. | 0.05% | 3,467 | $508K | Add +4.3% |
| AMAT Applied Materials Inc. | 0.05% | 687 | $497K | Reduce -6.9% |
| WMT Walmart Inc. | 0.05% | 4,332 | $491K | Reduce -4.7% |
| PEP Pepsico Inc. | 0.04% | 3,517 | $476K | Reduce -0.1% |
| VYM Vanguard High DVD Yield ETF | 0.04% | 2,992 | $473K | Reduce -18.7% |
| IJR iShares Core S&P Small-Cap E | 0.04% | 3,133 | $465K | No change |
| XLI SS Industrial Select Sector | 0.04% | 2,507 | $464K | Reduce -5.2% |
| TSLA Tesla Inc. | 0.04% | 1,103 | $464K | Reduce -4.6% |
| ADI Analog Devices Inc. | 0.04% | 1,147 | $456K | No change |
| IJH iShares Core S&P Midcap ETF | 0.04% | 5,887 | $454K | Add +1.3% |
| QCLN First Trust Nasdaq Clean Edg | 0.04% | 7,298 | $448K | Reduce -11.7% |
| GE General Electric filed as GE AEROSPACE | 0.04% | 1,191 | $445K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.04% | 5,336 | $441K | Reduce -10.8% |
| MMM 3M Co. | 0.04% | 2,696 | $437K | Reduce -3.4% |
| IAU iShares Gold Trust | 0.04% | 5,765 | $435K | Reduce -1.9% |
| ETR Entergy Corp. | 0.04% | 3,710 | $426K | No change |
| UNH Unitedhealth Group Inc. | 0.04% | 1,018 | $423K | No change |
| PAVE Global X US Infrastructure | 0.04% | 7,175 | $423K | No change |
| ICLN iShares Global Clean Energy | 0.04% | 20,446 | $419K | Reduce -9.2% |
| XLC SS Comm Select Sector SPDR | 0.04% | 3,844 | $412K | Add +5.8% |
| SCCO Southern Copper Corp. | 0.04% | 2,342 | $408K | Add +0.9% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.04% | 781 | $408K | No change |
| BX Blackstone Inc. | 0.04% | 3,348 | $394K | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 0.04% | 3,728 | $387K | No change |
| MTUM iShares MSCI USA Momentum Fa | 0.04% | 1,126 | $386K | Add +0.5% |
| CSX CSX Corp. | 0.04% | 8,100 | $385K | No change |
| ESGU iShares ESG Aware MSCI USA | 0.03% | 2,294 | $375K | Add +4.6% |
| BAC Bank of America Corp. | 0.03% | 6,583 | $375K | No change |
| CVX Chevron Corp. | 0.03% | 2,261 | $375K | Reduce -1.1% |
| LOW Lowe's Cos Inc. | 0.03% | 1,674 | $369K | No change |
| GOVT iShares US Treasury Bond ETF | 0.03% | 16,043 | $365K | Add +2.8% |
| IUSG iShares Core S&P U.S. Growth | 0.03% | 1,883 | $354K | No change |
| BLK BlackRock Inc. | 0.03% | 361 | $347K | No change |
| IWX iShares Russell Top 200 Valu | 0.03% | 3,293 | $346K | Reduce -3.8% |
| AMD Advanced Micro Devices | 0.03% | 590 | $343K | New |
| ORCL Oracle Corp. | 0.03% | 2,324 | $341K | Reduce -1.6% |
| RTX RTX Corp. | 0.03% | 1,775 | $337K | Reduce -4.0% |
| SCZ iShares MSCI Eafe Small-Cap | 0.03% | 4,087 | $336K | Add +6.2% |
| XLF SS Financial Select Sector | 0.03% | 6,153 | $330K | Reduce -7.2% |
| TRV The Travelers Cos Inc. | 0.03% | 989 | $326K | Add +3.1% |
| ABT Abbott Laboratories | 0.03% | 3,588 | $326K | Add +17.4% |
| GEV GE Vernova Inc. | 0.03% | 272 | $320K | Reduce -2.9% |
| MCK McKesson Corp. | 0.03% | 420 | $317K | Reduce -6.0% |
| VHT Vanguard Health Care ETF | 0.03% | 1,055 | $315K | Reduce -2.8% |
| XJR Ishr ESG SS S&P Smal-Cap-Usd | 0.03% | 5,971 | $315K | Reduce -4.6% |
| SRLN SS Blackstone Sr Loan ETF | 0.03% | 7,816 | $315K | Reduce -63.5% |
| DGRO iShares Core Dividend Growth | 0.03% | 4,151 | $315K | Add +25.8% |
| XOM Exxon Mobil Corp. | 0.03% | 2,270 | $310K | Add +2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.03% | 1,103 | $310K | Reduce -2.5% |
| TLH iShares 10-20 Year Treasury | 0.03% | 3,038 | $305K | Reduce -43.9% |
| EFV iShares MSCI Eafe Value ETF | 0.03% | 3,922 | $300K | Reduce -39.2% |
| SCHZ Schwab US Aggregate Bond ETF | 0.03% | 12,958 | $300K | Add +6.3% |
| PFE Pfizer Inc. | 0.03% | 12,025 | $290K | Add +3.3% |
| C Citigroup Inc. | 0.03% | 2,057 | $288K | New |
| BAI Ishrs AI in and Tech Act ETF | 0.03% | 5,460 | $288K | Reduce -24.0% |
| NKE Nike Inc. Class B | 0.03% | 6,907 | $284K | New |
| VMBS Vanguard Mortgage-Backed Sec | 0.03% | 6,002 | $281K | New |
| BBSC JPMorgan Betabuilders US SC | 0.03% | 2,979 | $274K | Add +9.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.03% | 2,822 | $272K | Reduce -5.4% |
| MDLZ Mondelez International Inc. Class A | 0.02% | 4,692 | $271K | Add +2.1% |
| IALT Ishrs SYS Alt Act ETF | 0.02% | 9,648 | $271K | New |
| VIOO Vanguard S&P Small-Cap 600 E | 0.02% | 1,948 | $268K | Reduce -4.7% |
| EWJ iShares MSCI Japan ETF | 0.02% | 2,863 | $267K | Reduce -1.9% |
| ITOT iShares Core S&P Total U.S. | 0.02% | 1,616 | $265K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.02% | 4,735 | $265K | No change |
| SCHR Schwab Intermediate-Term US | 0.02% | 10,732 | $265K | Add +5.1% |
| BOND PIMCO Active Bond Exchange-T | 0.02% | 2,837 | $262K | Reduce -0.2% |
| ELV Elevance Health Inc. | 0.02% | 669 | $259K | New |
| SCHV Schwab US Large-Cap Value | 0.02% | 7,373 | $257K | Reduce -20.3% |
| HON Honeywell International Inc. | 0.02% | 1,145 | $256K | Reduce -3.4% |
| BHP BHP Group Ltd.-Spon ADR filed as BHP BILLITON LIMITED | 0.02% | 3,054 | $254K | No change |
| HONA Honeywell Aerospace Inc. | 0.02% | 1,145 | $253K | Reduce -3.4% |
| VZ Verizon Communications Inc. | 0.02% | 5,978 | $253K | Add +5.3% |
| CL Colgate-Palmolive Co. | 0.02% | 2,749 | $252K | Add +1.5% |
| CARR Carrier Global Corp. | 0.02% | 3,428 | $251K | New |
| GGOV iShares Global GB Usd Ha ETF | 0.02% | 4,908 | $247K | New |
| MUNI PIMCO Intermediate Municipal | 0.02% | 4,630 | $244K | Reduce -2.7% |
| DFIS Dimensional International SM | 0.02% | 6,951 | $243K | Reduce -0.6% |
| SO The Southern Co. | 0.02% | 2,529 | $242K | No change |
| FLG Flagstar Bank NA | 0.02% | 16,166 | $242K | No change |
| FPE FT-Preferred Secur & Inc. ETF | 0.02% | 13,272 | $237K | Add +6.7% |
| DAL Delta Air Lines Inc. | 0.02% | 2,500 | $234K | New |
| DUK Duke Energy Corp. | 0.02% | 1,837 | $233K | No change |
| BLCR iShares LRG CP CR Act ETF-Ui | 0.02% | 4,596 | $232K | New |
| GLD SPDR Gold Shares | 0.02% | 618 | $228K | Reduce -26.7% |
| PM Philip Morris International | 0.02% | 1,242 | $225K | No change |
| BNY Bank of New York Mellon Corp. | 0.02% | 1,542 | $223K | New |
| FTEC Fidelity MSCI Info Tech Indx | 0.02% | 773 | $221K | New |
| HEFA Isha Curr Hedged MSCI Eafe | 0.02% | 4,702 | $221K | New |
| COP Conocophillips | 0.02% | 2,121 | $220K | Add +8.7% |
| BFLX Ishrs FLX Eq Act ETF | 0.02% | 8,445 | $216K | New |
| MU Micron Technology Inc. | 0.02% | 187 | $216K | New |
| DSI iShares ESG MSCI KLD 400 ETF | 0.02% | 1,512 | $215K | New |
| IWV iShares Russell 3000 ETF | 0.02% | 499 | $213K | New |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.02% | 4,790 | $208K | New |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.02% | 5,205 | $208K | New |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.02% | 1,746 | $208K | New |
| FCX Freeport-McMoran Inc. | 0.02% | 3,302 | $208K | New |
| STX Seagate Technology Holdings | 0.02% | 213 | $206K | New |
| KLAC KLA Corp. | 0.02% | 680 | $205K | New |
| VALE Vale SA-SP ADR | 0.02% | 13,500 | $203K | No change |