| VTV Vanguard Mrngstr Val ETF-Aui | 7.38% | 237,844 | $41.1M | Add +16.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 6.37% | 441,487 | $35.5M | Add +3.8% |
| SCHF Schwab Intl Equity ETF | 6.08% | 1,711,989 | $33.9M | Add +7.8% |
| GVI iShares Intermediate Governm | 5.91% | 310,101 | $32.9M | Add +29.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 5.53% | 667,815 | $30.8M | Add +14.4% |
| RSP Invesco S&P 500 Equal Weight | 4.51% | 145,048 | $25.1M | Add +9.4% |
| IVV iShares Core S&P 500 ETF | 2.96% | 29,345 | $16.5M | Reduce -9.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.53% | 345,589 | $14.1M | Add +14.9% |
| JPST JPMorgan Ultra-Short Income | 2.16% | 237,594 | $12.0M | Add +11.5% |
| GOOG Alphabet Inc. Class C | 2.09% | 74,421 | $11.6M | Reduce -5.9% |
| MSFT Microsoft Corp. | 1.87% | 27,759 | $10.4M | Reduce -0.3% |
| FISV Fiserv Inc. | 1.87% | 47,020 | $10.4M | Reduce -0.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.81% | 183,334 | $10.1M | Add +8.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.65% | 139,398 | $9.2M | Add +4.8% |
| AAPL Apple Inc. | 1.59% | 39,922 | $8.9M | Reduce -1.8% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 1.38% | 149,902 | $7.7M | Add +24.9% |
| IWF iShares Russell 1000 Growth | 1.28% | 19,667 | $7.1M | Reduce -12.8% |
| NVDA Nvidia Corp. | 1.27% | 65,169 | $7.1M | Add +4.4% |
| AAAU Goldman Sachs Physical Gold | 0.95% | 171,986 | $5.3M | Add +2.9% |
| AMZN Amazon.com Inc. | 0.88% | 25,817 | $4.9M | Add +10.7% |
| DFAS Dimensional US Small Cap ETF | 0.87% | 81,285 | $4.9M | Add +69374.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 8,786 | $4.7M | Reduce -1.3% |
| RSPG Invesco S&P 500 Equal Weight | 0.83% | 56,514 | $4.6M | Reduce -0.3% |
| AGG iShares Core U.S. Aggregate | 0.71% | 39,786 | $3.9M | Reduce -7.4% |
| AVGO Broadcom Inc. | 0.70% | 23,278 | $3.9M | Reduce -13.4% |
| ABBV Abbvie Inc. | 0.66% | 17,602 | $3.7M | Reduce -0.1% |
| PDBC Invesco Optimum Yield Divers | 0.65% | 267,038 | $3.6M | Add +6.6% |
| WMT Walmart Inc. | 0.65% | 41,119 | $3.6M | Reduce -6.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.62% | 13,842 | $3.4M | Add +32.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.57% | 26,134 | $3.2M | Add +65.2% |
| GOOGL Alphabet Inc. Class A | 0.56% | 20,301 | $3.1M | Reduce -3.8% |
| META Meta Platforms Inc. Class A | 0.56% | 5,407 | $3.1M | Add +10.6% |
| MDT Medtronic PLC | 0.54% | 33,333 | $3.0M | Add +9.7% |
| GS Goldman Sachs Group Inc. | 0.53% | 5,357 | $2.9M | Add +0.8% |
| JNJ Johnson & Johnson | 0.52% | 17,572 | $2.9M | Add +3.4% |
| KR Kroger Co. | 0.52% | 42,891 | $2.9M | Add +5.7% |
| WFC Wells Fargo & Co. | 0.50% | 38,725 | $2.8M | Add +0.8% |
| IWD iShares Russell 1000 Value E | 0.49% | 14,587 | $2.7M | Reduce -27.8% |
| SCHZ Schwab US Aggregate Bond ETF | 0.48% | 116,234 | $2.7M | Reduce -5.4% |
| QCOM Qualcomm Inc. | 0.48% | 17,255 | $2.7M | Add +2.3% |
| UNH Unitedhealth Group Inc. | 0.47% | 4,967 | $2.6M | Add +4.7% |
| JPRE JPMorgan Realty Income ETF | 0.45% | 52,503 | $2.5M | Add +43.0% |
| PH Parker Hannifin Corp. | 0.45% | 4,154 | $2.5M | Add +110.7% |
| CAT Caterpillar Inc. | 0.45% | 7,581 | $2.5M | Add +2.3% |
| MBB iShares MBS ETF | 0.45% | 26,436 | $2.5M | Reduce -20.9% |
| APH Amphenol Corp. Class A | 0.43% | 36,797 | $2.4M | Add +2.5% |
| TYL Tyler Technologies Inc. | 0.43% | 4,107 | $2.4M | Add +2.5% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.42% | 62,829 | $2.4M | Reduce -57.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.42% | 4,147 | $2.3M | Add +28.9% |
| IJS iShares S&P Small-Cap 600 Va | 0.40% | 22,795 | $2.2M | Reduce -7.9% |
| VEA Vanguard Ftse Developed ETF | 0.40% | 43,536 | $2.2M | Add +1.1% |
| JPM JPMorgan Chase & Co. | 0.39% | 8,934 | $2.2M | Add +5.9% |
| IXUS iShares Core Intl Stock ETF | 0.39% | 31,354 | $2.2M | Add +9.9% |
| BMY Bristol-Myers Squibb Co. | 0.39% | 35,640 | $2.2M | Add +36.3% |
| JCPB JPMorgan Core Plus Bond ETF | 0.38% | 45,049 | $2.1M | Reduce -33.1% |
| VRTX Vertex Pharmaceuticals Inc. | 0.38% | 4,342 | $2.1M | Add +4.2% |
| JCI Johnson Controls Internation | 0.37% | 25,666 | $2.1M | Add +5.7% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.36% | 2,049 | $2.0M | Add +4.7% |
| CSCO Cisco Systems Inc. | 0.36% | 32,278 | $2.0M | Add +15.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.36% | 7,201 | $2.0M | Reduce -67.1% |
| OBDC Blue Owl Capital Corp. | 0.35% | 134,055 | $2.0M | Add +46.0% |
| FCX Freeport-McMoran Inc. | 0.34% | 50,624 | $1.9M | Add +3.4% |
| IJT iShares S&P Small-Cap 600 GR | 0.34% | 15,323 | $1.9M | Reduce -10.2% |
| ADBE Adobe Inc. | 0.34% | 4,933 | $1.9M | Reduce -0.7% |
| GLD SPDR Gold Shares | 0.34% | 6,548 | $1.9M | Reduce -6.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.33% | 44,338 | $1.9M | Reduce -1.0% |
| MLPX Global X MLP & Energy Infras | 0.32% | 27,638 | $1.8M | Add +5.0% |
| AZN Astrazeneca PLC-Spons ADR | 0.31% | 23,705 | $1.7M | Add +18.6% |
| ORLY O'reilly Automotive Inc. | 0.31% | 1,214 | $1.7M | Add +194.7% |
| VOO Vanguard S&P 500 ETF | 0.31% | 3,349 | $1.7M | Reduce -21.4% |
| BUG Global X Cybersecurity ETF | 0.29% | 50,457 | $1.6M | Add +5.0% |
| PEP Pepsico Inc. | 0.29% | 10,794 | $1.6M | Add +10.1% |
| LDOS Leidos Holdings Inc. | 0.29% | 11,880 | $1.6M | Add +75.8% |
| CMI Cummins Inc. | 0.29% | 5,079 | $1.6M | Add +16.0% |
| HBAN Huntington Bancshares Inc. | 0.28% | 105,500 | $1.6M | Add +2.8% |
| LLY Eli Lilly & Co. | 0.28% | 1,882 | $1.6M | Reduce -3.3% |
| OI O-I Glass Inc. | 0.28% | 135,433 | $1.6M | No change |
| MTG Mgic Investment Corp. | 0.27% | 61,199 | $1.5M | Reduce -29.5% |
| IAUM iShares Gold Trust Micro | 0.27% | 48,450 | $1.5M | Reduce -2.8% |
| RJF Raymond James Financial Inc. | 0.27% | 10,866 | $1.5M | Add +2.0% |
| OLN Olin Corp. | 0.25% | 56,802 | $1.4M | Add +53.4% |
| C Citigroup Inc. | 0.24% | 18,864 | $1.3M | Add +2.2% |
| COST Costco Wholesale Corp. | 0.23% | 1,350 | $1.3M | Add +2.8% |
| ORCL Oracle Corp. | 0.23% | 9,029 | $1.3M | Reduce -7.0% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 21,634 | $1.3M | Reduce -2.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 12,638 | $1.2M | Add +939.3% |
| IEI iShares 3-7 Year Treasury Bo | 0.22% | 10,214 | $1.2M | Reduce -48.3% |
| VZ Verizon Communications Inc. | 0.22% | 26,463 | $1.2M | Reduce -1.9% |
| INTU Intuit Inc. | 0.21% | 1,944 | $1.2M | Add +3.0% |
| MUB iShares National Muni Bond E | 0.21% | 11,001 | $1.2M | Add +0.2% |
| ISTB iShares Core 1-5 Year Usd Bo | 0.20% | 23,466 | $1.1M | Reduce -29.8% |
| RPM RPM International Inc. | 0.19% | 9,365 | $1.1M | Reduce -4.0% |
| UPS United Parcel Service Class B | 0.19% | 9,499 | $1.0M | Add +1088.9% |
| PG The Procter & Gamble Co. | 0.18% | 5,850 | $997K | Reduce -20.0% |
| CMCSA Comcast Corp. Class A | 0.18% | 26,939 | $994K | Add +8.9% |
| SCHC Schwab Intl Small-Cap Equity | 0.18% | 27,597 | $990K | Add +10.9% |
| XRNPX Cohen & Steers REIT and Pref | 0.17% | 44,000 | $971K | Add +10.0% |
| CTRA Coterra Energy Inc. | 0.17% | 32,957 | $952K | Add +0.4% |
| CVX Chevron Corp. | 0.17% | 5,533 | $926K | Reduce -5.9% |
| IWP iShares Russell Mid-Cap Grow | 0.16% | 7,741 | $909K | Add +24.0% |
| PFE Pfizer Inc. | 0.16% | 34,604 | $877K | Add +3.1% |
| MCD McDonald's Corp. | 0.16% | 2,805 | $876K | Reduce -2.4% |
| DWM Wisdomtree International Equ | 0.16% | 15,034 | $874K | Reduce -6.6% |
| SCHA Schwab US Small-Cap ETF | 0.16% | 37,114 | $870K | Reduce -5.7% |
| SCHB Schwab US Broad Market ETF | 0.15% | 37,566 | $809K | Add +1.6% |
| SCHD Schwab US DVD Equity ETF | 0.15% | 28,925 | $809K | Reduce -3.3% |
| TSLA Tesla Inc. | 0.14% | 3,104 | $804K | Reduce -45.1% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.14% | 1 | $798K | No change |
| AMGN Amgen Inc. | 0.14% | 2,542 | $792K | Reduce -2.6% |
| AXON Axon Enterprise Inc. | 0.14% | 1,475 | $776K | No change |
| ACN Accenture PLC Class A | 0.14% | 2,422 | $756K | Reduce -3.0% |
| ABT Abbott Laboratories | 0.13% | 5,537 | $734K | Add +0.6% |
| CPRT Copart Inc. | 0.12% | 12,158 | $688K | Reduce -5.0% |
| MA Mastercard Inc. Class A | 0.12% | 1,220 | $669K | Reduce -3.3% |
| FTGC First Trust Global Tactical | 0.12% | 25,414 | $649K | Add +6.2% |
| ISRG Intuitive Surgical Inc. | 0.11% | 1,268 | $628K | Reduce -8.3% |
| IR Ingersoll-Rand Inc. | 0.11% | 7,840 | $627K | No change |
| GD General Dynamics Corp. | 0.11% | 2,301 | $627K | Reduce -0.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.11% | 1,321 | $620K | Reduce -5.0% |
| SCHX Schwab US Large-Cap ETF | 0.11% | 27,676 | $611K | Add +4.0% |
| CSGP Costar Group Inc. | 0.11% | 7,565 | $599K | Reduce -0.3% |
| NVS Novartis AG-Sponsored ADR | 0.11% | 5,359 | $597K | Reduce -4.3% |
| FAST Fastenal Co. | 0.11% | 7,582 | $588K | Reduce -2.1% |
| XEL Xcel Energy Inc. | 0.11% | 8,272 | $586K | No change |
| EFA iShares MSCI Eafe ETF | 0.10% | 7,122 | $582K | No change |
| LNT Alliant Energy Corp. | 0.10% | 8,744 | $563K | No change |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 7,281 | $551K | Add +36.2% |
| XOM Exxon Mobil Corp. | 0.10% | 4,616 | $549K | Add +2.9% |
| SCHG Schwab US Large-Cap Growth | 0.10% | 21,284 | $533K | Reduce -5.8% |
| WEC WEC Energy Group Inc. | 0.09% | 4,807 | $524K | Reduce -3.3% |
| V Visa Inc. Class A | 0.09% | 1,495 | $524K | Reduce -11.9% |
| HD Home Depot Inc. | 0.09% | 1,395 | $511K | Reduce -9.2% |
| PGR Progressive Corp. | 0.09% | 1,796 | $508K | Reduce -1.6% |
| T AT&T Inc. | 0.09% | 17,875 | $506K | Reduce -75.7% |
| WBD Warner Bros Discovery Inc. | 0.09% | 45,403 | $487K | Reduce -0.2% |
| MCS Marcus Corporation | 0.09% | 28,475 | $475K | Add +14.9% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.09% | 10,733 | $475K | Add +0.6% |
| SGOV iShares 0-3 Month Treasury B | 0.08% | 4,537 | $457K | New |
| IGF iShares Global Infrastructur | 0.08% | 8,292 | $453K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.08% | 8,597 | $439K | Reduce -0.3% |
| ACWX iShares MSCI Acwi Ex US ETF | 0.08% | 7,856 | $436K | Reduce -24.1% |
| WDFC WD-40 Co. | 0.08% | 1,774 | $433K | Add +0.4% |
| VWO Vanguard Ftse Emerging Marke | 0.08% | 9,511 | $430K | Reduce -4.0% |
| APG Api Group Corp. | 0.08% | 12,014 | $430K | No change |
| SCHV Schwab US Large-Cap Value | 0.08% | 16,120 | $428K | Add +29.9% |
| MRVL Marvell Technology Inc. | 0.08% | 6,913 | $426K | Add +15.4% |
| KMB Kimberly-Clark Corp. | 0.08% | 2,982 | $424K | Reduce -10.5% |
| IBIT iShares Bitcoin Trust ETF | 0.08% | 8,924 | $418K | Add +13.2% |
| MUA BlackRock Muniassets Fund | 0.07% | 38,260 | $414K | Add +22.4% |
| MGEE Mge Energy Inc. | 0.07% | 4,455 | $414K | Reduce -5.3% |
| IUSG iShares Core S&P U.S. Growth | 0.07% | 3,176 | $404K | Add +8.8% |
| CASY Casey's General Stores Inc. | 0.07% | 925 | $401K | No change |
| NFLX Netflix Inc. | 0.07% | 428 | $399K | Add +10.3% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.07% | 1,244 | $384K | No change |
| IVE iShares S&P 500 Value ETF | 0.07% | 1,992 | $380K | Reduce -29.9% |
| UBER Uber Technologies Inc. | 0.07% | 5,018 | $366K | Add +0.3% |
| BSCS Invesco Bulletshares 2028 CB | 0.07% | 17,862 | $363K | No change |
| TDG Transdigm Group Inc. | 0.06% | 261 | $361K | Add +1.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.06% | 1,575 | $358K | Add +6.8% |
| ADSK Autodesk Inc. | 0.06% | 1,351 | $354K | Add +8.7% |
| DEM Wisdomtree Emerging Markets | 0.06% | 8,357 | $352K | Reduce -1.3% |
| VRSK Verisk Analytics Inc. | 0.06% | 1,179 | $351K | No change |
| CL Colgate-Palmolive Co. | 0.06% | 3,710 | $348K | No change |
| USB US Bancorp | 0.06% | 8,134 | $343K | Reduce -2.7% |
| NOW ServiceNow Inc. | 0.06% | 426 | $339K | Add +11.8% |
| IJR iShares Core S&P Small-Cap E | 0.06% | 3,237 | $338K | Reduce -0.6% |
| PLTR Palantir Technologies Inc. Class A | 0.06% | 3,985 | $336K | Add +37.2% |
| PAYX Paychex Inc. | 0.06% | 2,145 | $331K | Reduce -11.3% |
| CERY SS SPDR BBG En RY CM St N-Ui | 0.06% | 11,785 | $327K | Reduce -2.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 1,469 | $326K | Add +28.5% |
| BND Vanguard Total Bond Market | 0.06% | 4,412 | $324K | Reduce -7.3% |
| PRU Prudential Financial Inc. | 0.06% | 2,870 | $321K | Reduce -6.5% |
| UAL United Airlines Holdings Inc. | 0.06% | 4,581 | $316K | Add +98.8% |
| ZTS Zoetis Inc. | 0.06% | 1,913 | $315K | Add +7.4% |
| ICE Intercontinental Exchange Inc. | 0.06% | 1,822 | $314K | Add +7.2% |
| SCHW Schwab (charles) Corp. | 0.06% | 3,982 | $312K | Reduce -13.1% |
| SPGI S&P Global Inc. | 0.06% | 613 | $311K | Reduce -6.1% |
| FNDE Schwab Fndmntl Em MRK Eq ETF | 0.06% | 10,110 | $311K | Reduce -1.3% |
| AAXJ iShares MSCI All Country Asi | 0.05% | 4,016 | $297K | Reduce -2.4% |
| CI The Cigna Group | 0.05% | 895 | $294K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.05% | 587 | $292K | Reduce -3.9% |
| CHD Church & Dwight Co. Inc. | 0.05% | 2,632 | $290K | No change |
| PM Philip Morris International | 0.05% | 1,796 | $285K | Add +13.1% |
| IVW iShares S&P 500 Growth ETF | 0.05% | 3,047 | $283K | Reduce -14.8% |
| EEM iShares MSCI Emerging Market | 0.05% | 6,407 | $280K | Reduce -5.5% |
| CDNS Cadence Design SYS Inc. | 0.05% | 1,099 | $280K | Add +5.5% |
| DHR Danaher Corp. | 0.05% | 1,356 | $278K | Reduce -3.0% |
| GPC Genuine Parts Co. | 0.05% | 2,320 | $276K | Reduce -1.7% |
| DE Deere & Co. | 0.05% | 588 | $276K | Add +0.7% |
| CRM Salesforce Inc. | 0.05% | 1,023 | $275K | Reduce -0.3% |
| CTAS Cintas Corp. | 0.05% | 1,321 | $272K | Add +3.9% |
| RRC Range Resources Corp. | 0.05% | 6,735 | $269K | Reduce -9.9% |
| TTE Totalenergies SE -Spon ADR | 0.05% | 4,064 | $263K | Reduce -7.4% |
| TEQI T Rowe Price Equity Income E | 0.05% | 6,213 | $260K | Add +0.0% |
| HEI.A Heico Corp. Class A | 0.05% | 1,207 | $255K | Reduce -25.0% |
| GSK GSK PLC-Spon ADR | 0.05% | 6,554 | $254K | Add +0.4% |
| UNP Union Pacific Corp. | 0.05% | 1,069 | $253K | Reduce -5.5% |
| ANSS Ansys Inc. | 0.04% | 783 | $248K | Reduce -0.3% |
| WMS Advanced Drainage Systems Inc. | 0.04% | 2,278 | $248K | No change |
| WDAY Workday Inc. Class A | 0.04% | 1,051 | $245K | Add +13.3% |
| LOW Lowe's Cos Inc. | 0.04% | 1,035 | $241K | No change |
| STE Steris PLC | 0.04% | 1,039 | $235K | No change |
| EWJ iShares MSCI Japan ETF | 0.04% | 3,423 | $235K | Reduce -9.3% |
| DGRO iShares Core Dividend Growth | 0.04% | 3,767 | $233K | Reduce -11.0% |
| WSO Watsco Inc. | 0.04% | 453 | $230K | No change |
| GBTC Grayscale Bitcoin Trust ETF | 0.04% | 3,523 | $230K | No change |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 1,807 | $228K | Reduce -10.4% |
| ZBH Zimmer Biomet Holdings Inc. | 0.04% | 2,011 | $228K | Reduce -2.4% |
| IT Gartner Inc. | 0.04% | 535 | $225K | Reduce -0.4% |
| GL Globe Life Inc. | 0.04% | 1,680 | $221K | No change |
| PYPL PayPal Holdings Inc. | 0.04% | 3,365 | $220K | Add +0.2% |
| SLV iShares Silver Trust | 0.04% | 7,047 | $218K | Reduce -13.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.04% | 3,576 | $217K | Add +0.3% |
| AXP American Express Co. | 0.04% | 789 | $212K | Reduce -4.9% |
| TGT Target Corp. | 0.04% | 2,031 | $212K | Reduce -85.7% |
| BA The Boeing Co. | 0.04% | 1,241 | $212K | Add +9.7% |
| UL Unilever PLC | 0.04% | 3,547 | $211K | Reduce -14.8% |
| DLTR Dollar Tree Inc. | 0.04% | 2,813 | $211K | Add +10.8% |
| EFV iShares MSCI Eafe Value ETF | 0.04% | 3,579 | $211K | Add +30.6% |
| SNY Sanofi-ADR | 0.04% | 3,743 | $208K | Reduce -12.8% |
| TRV The Travelers Cos Inc. | 0.04% | 777 | $205K | Reduce -11.4% |
| AMAT Applied Materials Inc. | 0.04% | 1,413 | $205K | Reduce -12.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.04% | 5,630 | $205K | No change |
| NXPI NXP Semiconductors NV | 0.04% | 1,078 | $205K | Add +9.1% |
| TXRH Texas Roadhouse Inc. | 0.04% | 1,219 | $203K | Add +1.1% |
| ULTA Ulta Beauty Inc. | 0.04% | 552 | $202K | Reduce -14.0% |
| KVUE Kenvue Inc. | 0.04% | 8,368 | $201K | Reduce -33.4% |
| RIVN Rivian Automotive Inc. Class A | 0.03% | 11,713 | $146K | Add +1.0% |
| BTZ BlackRock Credit Allocation | 0.02% | 11,558 | $124K | Add +89.9% |
| NUV Nuveen Municipal Value | 0.02% | 12,942 | $114K | Add +84.9% |
| AGNC AGNC Investment Corp. | 0.02% | 10,877 | $104K | No change |
| HBI Hanesbrands Inc. | 0.01% | 10,800 | $62K | No change |
| UEC Uranium Energy Corp. | 0.01% | 10,000 | $48K | Add +900.0% |