| IVV iShares Core S&P 500 ETF | 4.95% | 55,740 | $41.7M | Add +3.8% |
| AAPL Apple Inc. | 4.15% | 121,028 | $35.0M | Add +0.1% |
| MSFT Microsoft Corp. | 3.42% | 77,395 | $28.9M | Add +11.4% |
| GOOGL Alphabet Inc. Class A | 2.06% | 48,614 | $17.4M | Add +20.4% |
| IEFA iShares Core MSCI Eafe ETF | 2.02% | 176,248 | $17.0M | Add +20.4% |
| AVGO Broadcom Inc. | 1.87% | 41,722 | $15.8M | Add +0.8% |
| META Meta Platforms Inc. Class A | 1.81% | 27,085 | $15.3M | Add +48.8% |
| BOND PIMCO Active Bond Exchange-T | 1.72% | 157,391 | $14.5M | Add +5.1% |
| JPM JPMorgan Chase & Co. | 1.71% | 44,183 | $14.5M | Add +0.6% |
| ADI Analog Devices Inc. | 1.67% | 35,538 | $14.1M | Reduce -3.2% |
| BND Vanguard Total Bond Market | 1.66% | 191,011 | $14.0M | Reduce -0.0% |
| JNJ Johnson & Johnson | 1.58% | 52,427 | $13.3M | Add +10.9% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.57% | 286,916 | $13.2M | Reduce -0.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.54% | 160,855 | $13.0M | Add +4.4% |
| CSCO Cisco Systems Inc. | 1.52% | 109,491 | $12.9M | Reduce -9.3% |
| IEMG iShares Core MSCI Emerging | 1.38% | 140,597 | $11.6M | Add +32.2% |
| LLY Eli Lilly & Co. | 1.13% | 7,918 | $9.5M | Add +27.4% |
| IJH iShares Core S&P Midcap ETF | 1.11% | 121,671 | $9.4M | Add +21.5% |
| BNDX Vanguard Total Intl Bond ETF | 1.09% | 189,646 | $9.2M | Add +6.8% |
| VWO Vanguard Ftse Emerging Marke | 1.08% | 152,499 | $9.1M | Reduce -20.6% |
| GSLC Goldman Activebeta US LC ETF | 1.08% | 64,151 | $9.1M | Reduce -16.4% |
| BSV Vanguard Short-Term Bond ETF | 1.04% | 112,429 | $8.8M | Add +6.4% |
| PYLD PIMCO Multisector Bond Actv | 0.98% | 311,660 | $8.3M | Add +7.9% |
| LOW Lowe's Cos Inc. | 0.97% | 37,072 | $8.2M | Add +9.2% |
| AMZN Amazon.com Inc. | 0.94% | 33,358 | $8.0M | Reduce -0.7% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.94% | 67,391 | $7.9M | Add +4.4% |
| EEM iShares MSCI Emerging Market | 0.93% | 114,712 | $7.8M | Reduce -11.7% |
| ECL Ecolab Inc. | 0.91% | 27,511 | $7.7M | Reduce -0.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.91% | 51,806 | $7.7M | Add +7.8% |
| CVX Chevron Corp. | 0.91% | 46,120 | $7.6M | Reduce -23.4% |
| AXP American Express Co. | 0.89% | 22,288 | $7.5M | Add +62.6% |
| VMBS Vanguard Mortgage-Backed Sec | 0.88% | 158,484 | $7.4M | Add +3.3% |
| LIN Linde PLC | 0.86% | 13,936 | $7.2M | Add +37.0% |
| COST Costco Wholesale Corp. | 0.81% | 7,310 | $6.8M | Add +6.3% |
| BLK BlackRock Inc. | 0.81% | 7,070 | $6.8M | Add +4.0% |
| NEE Nextera Energy Inc. | 0.79% | 76,004 | $6.7M | Add +20.6% |
| BSCQ Invesco Bulletshares 2026 CB | 0.74% | 320,002 | $6.2M | Add +5.8% |
| BSCR Invesco Bulletshares 2027 CB | 0.74% | 317,124 | $6.2M | Add +6.0% |
| BSCU Invesco Bulletshares 2030 CB | 0.74% | 373,487 | $6.2M | Add +6.5% |
| BSCS Invesco Bulletshares 2028 CB | 0.74% | 305,087 | $6.2M | Add +6.2% |
| BSCT Invesco Bulletshares 2029 CB | 0.73% | 333,719 | $6.2M | Add +6.3% |
| NVDA Nvidia Corp. | 0.72% | 30,208 | $6.0M | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.68% | 39,306 | $5.8M | Add +1.6% |
| WEC WEC Energy Group Inc. | 0.65% | 47,114 | $5.5M | Add +1.9% |
| AMGN Amgen Inc. | 0.64% | 14,946 | $5.4M | Add +8.6% |
| UNH Unitedhealth Group Inc. | 0.61% | 12,479 | $5.2M | Reduce -6.8% |
| PSX Phillips 66 | 0.61% | 30,665 | $5.2M | Add +12.6% |
| QCOM Qualcomm Inc. | 0.59% | 26,995 | $5.0M | Reduce -10.3% |
| EMB iShares JP Morgan Usd Emergi | 0.59% | 51,273 | $4.9M | Reduce -2.0% |
| WMB Williams Cos Inc. | 0.57% | 64,434 | $4.8M | Add +119.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.56% | 31,026 | $4.7M | Reduce -18.4% |
| GS Goldman Sachs Group Inc. | 0.55% | 4,632 | $4.7M | Reduce -3.1% |
| ITW Illinois Tool Works | 0.54% | 16,983 | $4.6M | Reduce -31.3% |
| GE General Electric filed as GE AEROSPACE | 0.54% | 12,113 | $4.5M | Add +2.6% |
| BCS Barclays PLC-Spons ADR | 0.53% | 165,211 | $4.4M | Reduce -6.3% |
| BIV Vanguard Intermediate-Term B | 0.50% | 54,976 | $4.2M | Add +6.7% |
| LHX L3HARRIS Technologies Inc. | 0.50% | 14,433 | $4.2M | Add +9.9% |
| GWW WW Grainger Inc. | 0.50% | 3,080 | $4.2M | Reduce -1.4% |
| BLV Vanguard Long-Term Bond ETF | 0.49% | 60,535 | $4.2M | Add +6.9% |
| HGER Harbor Commodity All Weather | 0.49% | 140,808 | $4.1M | Add +0.1% |
| PNC PNC Financial Services Group | 0.49% | 16,634 | $4.1M | Add +35.9% |
| ADP Automatic Data Processing | 0.48% | 18,156 | $4.1M | Add +0.8% |
| ABT Abbott Laboratories | 0.48% | 44,447 | $4.0M | Add +9.1% |
| XMMO Invesco S&P Midcap Momentum | 0.48% | 23,573 | $4.0M | Add +1.8% |
| WMT Walmart Inc. | 0.48% | 35,408 | $4.0M | Add +2.0% |
| USHY iShares Broad Usd High Yield | 0.47% | 107,686 | $4.0M | Add +6.2% |
| ABBV Abbvie Inc. | 0.47% | 15,689 | $3.9M | Reduce -2.6% |
| CB Chubb Ltd. | 0.47% | 11,570 | $3.9M | Add +1.7% |
| AZN Astrazeneca PLC | 0.46% | 20,406 | $3.9M | Add +7.4% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.45% | 33,784 | $3.8M | Add +6.5% |
| C Citigroup Inc. | 0.44% | 26,793 | $3.7M | Add +713.4% |
| FAST Fastenal Co. | 0.44% | 77,363 | $3.7M | Add +3.3% |
| AFL Aflac Inc. | 0.44% | 31,476 | $3.7M | Add +0.3% |
| KO The Coca-Cola Co. | 0.43% | 44,891 | $3.6M | Add +1.8% |
| CMI Cummins Inc. | 0.43% | 5,115 | $3.6M | Reduce -15.4% |
| PANW Palo Alto Networks Inc. | 0.43% | 10,585 | $3.6M | New |
| APH Amphenol Corp. Class A | 0.43% | 20,472 | $3.6M | Reduce -0.0% |
| GD General Dynamics Corp. | 0.42% | 10,113 | $3.6M | Add +0.5% |
| EMR Emerson Electric Co. | 0.42% | 24,901 | $3.6M | Add +1.8% |
| LRCX Lam Research Corp. | 0.42% | 8,192 | $3.5M | New |
| PH Parker Hannifin Corp. | 0.42% | 3,586 | $3.5M | Add +2.2% |
| CP Canadian Pacific Kansas City | 0.40% | 39,319 | $3.4M | Reduce -0.4% |
| SAP Sap SE-Sponsored ADR | 0.40% | 22,066 | $3.4M | Add +81.3% |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.40% | 34,525 | $3.3M | Add +6.1% |
| MRK Merck & Co. Inc. | 0.40% | 25,951 | $3.3M | Add +4.9% |
| ING ING Groep N.V.-Sponsored ADR | 0.39% | 105,274 | $3.3M | Add +3.7% |
| SMFG Sumitomo Mitsui-Spons ADR | 0.39% | 138,754 | $3.3M | Add +0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.38% | 6,404 | $3.2M | Add +6.8% |
| IWM iShares Russell 2000 ETF | 0.38% | 10,609 | $3.2M | No change |
| PMBS PIMCO MBS Active ETF | 0.37% | 62,738 | $3.1M | Add +6.3% |
| SPGI S&P Global Inc. | 0.37% | 7,603 | $3.1M | Add +2.3% |
| CEG Constellation Energy | 0.36% | 12,330 | $3.1M | Reduce -37.3% |
| CRM Salesforce Inc. | 0.35% | 19,029 | $3.0M | Add +76.1% |
| MSI Motorola Solutions Inc. | 0.35% | 7,046 | $2.9M | Add +5.6% |
| NVS Novartis AG-Sponsored ADR | 0.35% | 18,651 | $2.9M | Reduce -15.1% |
| TXN Texas Instruments Inc. | 0.35% | 9,799 | $2.9M | Reduce -0.2% |
| XLK SS Technology Select Sector | 0.34% | 15,287 | $2.9M | Reduce -1.5% |
| MA Mastercard Inc. Class A | 0.34% | 5,665 | $2.9M | Add +8.5% |
| GLW Corning Inc. | 0.34% | 11,171 | $2.9M | Reduce -1.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.34% | 5,954 | $2.8M | Add +2.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.33% | 29,328 | $2.8M | Add +5.7% |
| MCD McDonald's Corp. | 0.33% | 10,308 | $2.8M | Reduce -30.9% |
| PSCF Invesco S&P Smallcap Financi | 0.33% | 42,321 | $2.8M | Add +4.9% |
| PEP Pepsico Inc. | 0.33% | 20,309 | $2.7M | Reduce -37.3% |
| PDBC Invesco Optimum Yield Divers | 0.32% | 168,707 | $2.7M | Add +5.8% |
| SBUX Starbucks Corp. | 0.30% | 24,970 | $2.6M | Reduce -38.1% |
| TBIL F/M US Treasury 3 Month Bill | 0.30% | 50,589 | $2.5M | Add +27.2% |
| TMO Thermo Fisher Scientific Inc. | 0.30% | 4,982 | $2.5M | Add +11.4% |
| KDP Keurig Dr Pepper Inc. | 0.29% | 75,969 | $2.5M | Add +2.5% |
| CMS CMS Energy Corp. | 0.29% | 32,358 | $2.5M | Reduce -0.5% |
| CME Cme Group Inc. | 0.29% | 11,047 | $2.4M | Reduce -3.0% |
| PLD Prologis Inc. | 0.28% | 17,162 | $2.3M | Reduce -42.9% |
| ETN Eaton Corp. PLC | 0.27% | 5,443 | $2.3M | Add +0.3% |
| ACN Accenture PLC Class A | 0.26% | 17,889 | $2.2M | Add +6.2% |
| UL Unilever PLC-Sponsored ADR | 0.26% | 36,977 | $2.2M | Reduce -9.8% |
| VOO Vanguard S&P 500 ETF | 0.26% | 3,219 | $2.2M | Reduce -9.6% |
| DUK Duke Energy Corp. | 0.26% | 17,291 | $2.2M | Reduce -2.0% |
| TRP TC Energy Corp. | 0.26% | 32,532 | $2.2M | Reduce -25.2% |
| T AT&T Inc. | 0.25% | 103,915 | $2.2M | Add +3.9% |
| SHW The Sherwin-Williams Co. | 0.25% | 6,212 | $2.1M | Add +4.6% |
| MINT PIMCO Enhanced Short Maturit | 0.25% | 20,891 | $2.1M | Add +37.7% |
| CAT Caterpillar Inc. | 0.25% | 1,943 | $2.1M | No change |
| RIO Rio Tinto PLC-Spon ADR | 0.24% | 21,573 | $2.0M | Reduce -10.1% |
| MS Morgan Stanley | 0.24% | 9,750 | $2.0M | Add +2.3% |
| BAC Bank of America Corp. | 0.24% | 35,491 | $2.0M | Reduce -33.3% |
| PSCI Invesco S&P Smallcap Industr | 0.24% | 10,712 | $2.0M | Add +7.1% |
| UNP Union Pacific Corp. | 0.24% | 7,303 | $2.0M | Reduce -0.4% |
| FDS Factset Research Systems Inc. | 0.23% | 8,514 | $2.0M | Add +0.1% |
| VTWO Vanguard Russell 2000 ETF | 0.23% | 15,824 | $1.9M | Add +49.1% |
| MDLZ Mondelez International Inc. Class A | 0.22% | 32,108 | $1.9M | Add +5.4% |
| BX Blackstone Inc. | 0.22% | 15,642 | $1.8M | New |
| MDT Medtronic PLC | 0.21% | 23,163 | $1.8M | Add +9.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.21% | 20,359 | $1.8M | Add +1.4% |
| RPM RPM International Inc. | 0.21% | 15,574 | $1.7M | Add +1.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.20% | 4,569 | $1.7M | Add +19.6% |
| PM Philip Morris International | 0.19% | 9,053 | $1.6M | Add +0.9% |
| AMT American Tower Corp. | 0.19% | 10,011 | $1.6M | Reduce -3.0% |
| PSCT Invesco S&P Smallcap Informa | 0.19% | 17,393 | $1.6M | Reduce -23.1% |
| PSCD Invesco S&P Smallcap Consume | 0.18% | 12,963 | $1.5M | Add +9.5% |
| LMT Lockheed Martin Corp. | 0.18% | 3,010 | $1.5M | Add +1.3% |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | 0.18% | 16,336 | $1.5M | Add +5.9% |
| RELX Relx PLC - Spon ADR | 0.17% | 46,354 | $1.5M | New |
| PSCH Invesco S&P Smallcap Health | 0.17% | 27,403 | $1.4M | Add +0.6% |
| ZTS Zoetis Inc. | 0.17% | 19,690 | $1.4M | Add +8.2% |
| EOG EOG Resources Inc. | 0.16% | 10,555 | $1.4M | Reduce -44.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.16% | 1,775 | $1.3M | Add +20.1% |
| DE Deere & Co. | 0.15% | 2,054 | $1.3M | Add +17.8% |
| VIG Vanguard Dividend Apprec ETF | 0.14% | 5,113 | $1.2M | Reduce -0.3% |
| INTC Intel Corp. | 0.13% | 8,137 | $1.1M | Reduce -32.0% |
| CSL Carlisle Cos Inc. | 0.13% | 3,049 | $1.1M | Add +3.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 3,678 | $1.0M | Add +0.1% |
| MMM 3M Co. | 0.12% | 6,288 | $1.0M | Reduce -1.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.12% | 1,320 | $972K | No change |
| TGT Target Corp. | 0.11% | 7,336 | $958K | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 0.11% | 7,652 | $950K | Reduce -9.9% |
| NEM Newmont Corp. | 0.11% | 9,602 | $897K | Add +0.6% |
| NIC Nicolet Bankshares Inc. | 0.11% | 5,376 | $889K | New |
| SPTI SS SPDR P Int Term TSY ETF | 0.10% | 29,802 | $846K | No change |
| HRL Hormel Foods Corp. | 0.08% | 28,050 | $696K | Reduce -1.7% |
| TSLA Tesla Inc. | 0.08% | 1,621 | $682K | Add +0.5% |
| TRV The Travelers Cos Inc. | 0.08% | 2,013 | $665K | No change |
| BITB Bitwise Bitcoin ETF | 0.08% | 20,616 | $657K | Reduce -28.0% |
| MPC Marathon Petroleum Corp. | 0.08% | 2,479 | $634K | Add +4.3% |
| USB US Bancorp | 0.07% | 10,399 | $628K | No change |
| PSCU Invesco S&P S C U&C Ser ETF | 0.07% | 9,332 | $616K | Add +12.2% |
| WFC Wells Fargo & Co. | 0.07% | 7,265 | $600K | Reduce -1.4% |
| PSCE Invesco S&P Smallcap Energy | 0.07% | 10,897 | $599K | Add +45.3% |
| PSCM Invesco S&P Smallcap Materia | 0.07% | 5,608 | $582K | Add +3.3% |
| FDX FedEx Corp. | 0.07% | 1,760 | $551K | No change |
| XOM Exxon Mobil Corp. | 0.07% | 4,026 | $550K | Add +0.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 1,806 | $547K | Add +3.0% |
| GOOG Alphabet Inc. Class C | 0.06% | 1,501 | $530K | Add +9.7% |
| V Visa Inc. Class A | 0.06% | 1,482 | $508K | Reduce -84.1% |
| SONY Sony Group Corp. - SP ADR | 0.06% | 25,254 | $507K | Add +0.0% |
| VGSH Vanguard Short-Term Treasury | 0.06% | 8,500 | $495K | No change |
| RTX RTX Corp. | 0.06% | 2,544 | $483K | Add +4.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.06% | 2,214 | $482K | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 0.06% | 3,928 | $469K | Reduce -0.2% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.05% | 9,397 | $437K | Reduce -1.1% |
| U Unity Software Inc. | 0.05% | 15,120 | $432K | New |
| IWB iShares Russell 1000 ETF | 0.05% | 1,000 | $410K | No change |
| TT Trane Technologies PLC | 0.05% | 814 | $400K | No change |
| VXUS Vanguard Total Intl Stock | 0.05% | 4,470 | $382K | Add +0.6% |
| VDE Vanguard Energy ETF | 0.04% | 2,417 | $363K | Add +0.0% |
| IBIT iShares Bitcoin Trust ETF | 0.04% | 10,710 | $357K | New |
| NVO Novo-Nordisk A/S-Spons ADR | 0.04% | 7,120 | $341K | No change |
| VEA Vanguard Ftse Developed ETF | 0.04% | 4,725 | $337K | Reduce -84.6% |
| VOOG Vanguard S&P 500 Growth ETF | 0.04% | 4,032 | $333K | No change |
| DCI Donaldson Co. Inc. | 0.04% | 3,671 | $330K | No change |
| EWY iShares MSCI South Korea ETF | 0.04% | 1,575 | $318K | New |
| SHOP Shopify Inc. Class A | 0.04% | 2,762 | $315K | No change |
| HONA Honeywell Aerospace Inc. | 0.04% | 1,396 | $309K | Add +4.3% |
| VHT Vanguard Health Care ETF | 0.04% | 1,030 | $308K | Reduce -0.2% |
| HON Honeywell International Inc. | 0.04% | 1,364 | $305K | Add +1.9% |
| PSK SS SPDR Ice Pref Sec ETF | 0.04% | 10,000 | $305K | No change |
| PFF iShares Preferred & Income S | 0.04% | 10,000 | $305K | No change |
| APD Air Products & Chemicals Inc. | 0.04% | 1,034 | $303K | Add +0.5% |
| IWD iShares Russell 1000 Value E | 0.04% | 1,239 | $300K | No change |
| PSCC Invesco S&P Smallcap Consume | 0.03% | 8,353 | $295K | Add +18.0% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.03% | 2,521 | $290K | No change |
| TM Toyota Motor Corp. -Spon ADR | 0.03% | 1,717 | $289K | Add +2.0% |
| AGG iShares Core U.S. Aggregate | 0.03% | 2,889 | $286K | Add +0.3% |
| HD Home Depot Inc. | 0.03% | 810 | $286K | Reduce -34.7% |
| GLD SPDR Gold Shares | 0.03% | 747 | $275K | No change |
| RIVN Rivian Automotive Inc. Class A | 0.03% | 15,500 | $269K | No change |
| GILD Gilead Sciences Inc. | 0.03% | 2,121 | $268K | No change |
| VLO Valero Energy Corp. | 0.03% | 1,000 | $260K | No change |
| IVOG Vanguard S&P Mid-Cap 400 Gro | 0.03% | 1,750 | $256K | No change |
| TEX Terex Corp. | 0.03% | 3,515 | $254K | No change |
| VIOG Vanguard S&P SM Cap 600 GRW | 0.03% | 1,648 | $253K | No change |
| CL Colgate-Palmolive Co. | 0.03% | 2,729 | $250K | No change |
| CVS CVS Health Corp. | 0.03% | 2,417 | $250K | New |
| AROW Arrow Financial Corp. | 0.03% | 6,000 | $246K | Reduce -25.0% |
| CSX CSX Corp. | 0.03% | 5,166 | $246K | No change |
| COP Conocophillips | 0.03% | 2,298 | $239K | No change |
| VFH Vanguard Financials ETF | 0.03% | 1,815 | $239K | Reduce -0.7% |
| MRNA Moderna Inc. | 0.03% | 3,201 | $224K | New |
| AMAT Applied Materials Inc. | 0.03% | 292 | $211K | New |
| MVIS Microvision Inc. | 0.00% | 30,302 | $10K | Reduce -26.6% |