| VTI VG Morningstar TS MKT ETF-US | 12.40% | 190,820 | $54.0M | Add +4.6% |
| AAPL Apple Inc. | 5.93% | 110,808 | $25.8M | Add +1.6% |
| IEFA iShares Core MSCI Eafe ETF | 4.93% | 275,154 | $21.5M | Add +7.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 4.77% | 54,154 | $20.8M | Add +0.7% |
| BND Vanguard Total Bond Market | 4.57% | 265,070 | $19.9M | Add +5.0% |
| ACN Accenture PLC Class A | 4.54% | 55,895 | $19.8M | Reduce -6.3% |
| DGRO iShares Core Dividend Growth | 3.43% | 238,390 | $14.9M | Add +7.7% |
| ITOT iShares Core S&P Total U.S. | 2.96% | 102,579 | $12.9M | Reduce -2.6% |
| MSFT Microsoft Corp. | 2.90% | 29,313 | $12.6M | Reduce -0.2% |
| SDY SS SPDR S&P Dividend ETF | 2.88% | 88,251 | $12.5M | Add +5.8% |
| IWF iShares Russell 1000 Growth | 2.85% | 33,043 | $12.4M | Add +1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.33% | 58,046 | $10.1M | Reduce -4.3% |
| NVDA Nvidia Corp. | 2.27% | 81,511 | $9.9M | Reduce -1.5% |
| TSLA Tesla Inc. | 2.19% | 36,451 | $9.5M | Add +4.8% |
| SR Spire Inc. | 2.17% | 140,180 | $9.4M | Reduce -0.2% |
| AMZN Amazon.com Inc. | 1.92% | 44,835 | $8.4M | Reduce -7.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.55% | 11,777 | $6.8M | Reduce -1.1% |
| JAAA Janus Henderson Aaa Clo ETF | 1.33% | 113,667 | $5.8M | Add +9.5% |
| PGR Progressive Corp. | 1.08% | 18,556 | $4.7M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.06% | 10,056 | $4.6M | Add +0.5% |
| HD Home Depot Inc. | 1.06% | 11,411 | $4.6M | Reduce -4.6% |
| KO The Coca-Cola Co. | 1.02% | 160,687 | $4.5M | Reduce -2.0% |
| GOOGL Alphabet Inc. Class A | 0.89% | 23,326 | $3.9M | Add +0.3% |
| ORCL Oracle Corp. | 0.85% | 21,636 | $3.7M | Reduce -7.5% |
| UNH Unitedhealth Group Inc. | 0.79% | 5,852 | $3.4M | Reduce -9.3% |
| MCD McDonald's Corp. | 0.72% | 10,372 | $3.2M | Reduce -8.4% |
| GOOG Alphabet Inc. Class C | 0.67% | 17,498 | $2.9M | Reduce -1.7% |
| MRK Merck & Co. Inc. | 0.63% | 24,193 | $2.7M | Reduce -12.5% |
| ADP Automatic Data Processing | 0.62% | 9,828 | $2.7M | Reduce -8.5% |
| META Meta Platforms Inc. Class A | 0.62% | 4,743 | $2.7M | Add +1.0% |
| AMGN Amgen Inc. | 0.61% | 8,315 | $2.7M | Reduce -7.9% |
| JNJ Johnson & Johnson | 0.60% | 16,212 | $2.6M | Reduce -10.2% |
| GD General Dynamics Corp. | 0.60% | 8,683 | $2.6M | Reduce -7.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.59% | 14,695 | $2.6M | Reduce -9.6% |
| INFY Infosys Ltd.-SP ADR | 0.57% | 111,940 | $2.5M | Reduce -10.1% |
| APD Air Products & Chemicals Inc. | 0.57% | 8,335 | $2.5M | Reduce -11.0% |
| UNP Union Pacific Corp. | 0.56% | 9,919 | $2.4M | Reduce -9.6% |
| SBUX Starbucks Corp. | 0.56% | 24,952 | $2.4M | Reduce -10.7% |
| ITW Illinois Tool Works | 0.55% | 9,216 | $2.4M | Reduce -8.0% |
| HON Honeywell International Inc. | 0.55% | 11,645 | $2.4M | Reduce -9.0% |
| PEP Pepsico Inc. | 0.55% | 14,072 | $2.4M | Reduce -11.8% |
| IWM iShares Russell 2000 ETF | 0.53% | 10,534 | $2.3M | Add +4.3% |
| LLY Eli Lilly & Co. | 0.52% | 2,579 | $2.3M | Reduce -0.6% |
| NOC Northrop Grumman Corp. | 0.51% | 4,246 | $2.2M | Reduce -14.7% |
| AVGO Broadcom Inc. | 0.51% | 12,923 | $2.2M | Reduce -1.1% |
| NKE Nike Inc. Class B | 0.44% | 21,608 | $1.9M | Reduce -16.3% |
| IVV iShares Core S&P 500 ETF | 0.44% | 3,296 | $1.9M | Add +0.4% |
| PG The Procter & Gamble Co. | 0.43% | 10,924 | $1.9M | Reduce -3.9% |
| SCHB Schwab US Broad Market ETF | 0.42% | 27,538 | $1.8M | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.40% | 14,571 | $1.7M | Reduce -9.6% |
| SO The Southern Co. | 0.38% | 18,124 | $1.6M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.35% | 3,125 | $1.5M | Add +14.8% |
| COST Costco Wholesale Corp. | 0.35% | 1,703 | $1.5M | Add +0.3% |
| VGT Vanguard Info Tech ETF | 0.34% | 2,505 | $1.5M | Reduce -7.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.32% | 2 | $1.4M | No change |
| WMT Walmart Inc. | 0.32% | 17,099 | $1.4M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 0.31% | 6,369 | $1.3M | Add +1.3% |
| V Visa Inc. Class A | 0.30% | 4,806 | $1.3M | Reduce -0.9% |
| ABBV Abbvie Inc. | 0.26% | 5,651 | $1.1M | Add +0.1% |
| DVY iShares Select Dividend ETF | 0.25% | 8,009 | $1.1M | No change |
| ACT Enact Holdings Inc. | 0.23% | 27,342 | $993K | Add +142.2% |
| NFLX Netflix Inc. | 0.23% | 1,388 | $984K | No change |
| IWD iShares Russell 1000 Value E | 0.22% | 4,998 | $949K | No change |
| LMT Lockheed Martin Corp. | 0.21% | 1,599 | $935K | Reduce -6.8% |
| LIN Linde PLC | 0.20% | 1,831 | $873K | Add +1.3% |
| MA Mastercard Inc. Class A | 0.20% | 1,755 | $867K | Add +1.4% |
| TMO Thermo Fisher Scientific Inc. | 0.20% | 1,383 | $855K | Reduce -3.0% |
| XSD SS SPDR S&P Semiconductor | 0.19% | 3,524 | $847K | Reduce -1.4% |
| XLK SS Technology Select Sector | 0.19% | 3,602 | $813K | Add +0.1% |
| AMD Advanced Micro Devices | 0.18% | 4,667 | $766K | Reduce -1.7% |
| INTU Intuit Inc. | 0.18% | 1,232 | $765K | Add +6.4% |
| GE General Electric filed as GE AEROSPACE | 0.18% | 4,046 | $763K | Add +0.7% |
| XOM Exxon Mobil Corp. | 0.16% | 5,828 | $683K | Reduce -0.4% |
| ADBE Adobe Inc. | 0.15% | 1,278 | $662K | Add +1.0% |
| CRM Salesforce Inc. | 0.15% | 2,363 | $647K | Add +4.2% |
| XLV SS Health Care Select Sector | 0.15% | 4,107 | $633K | Reduce -0.1% |
| VOO Vanguard S&P 500 ETF | 0.14% | 1,168 | $616K | Reduce -5.3% |
| CAT Caterpillar Inc. | 0.14% | 1,553 | $607K | Reduce -1.4% |
| NEE Nextera Energy Inc. | 0.14% | 7,125 | $602K | Reduce -0.3% |
| TXN Texas Instruments Inc. | 0.14% | 2,858 | $590K | Add +1.6% |
| CVX Chevron Corp. | 0.13% | 3,949 | $582K | Reduce -11.5% |
| DHR Danaher Corp. | 0.13% | 2,044 | $568K | Add +0.9% |
| ABT Abbott Laboratories | 0.13% | 4,776 | $545K | Add +1.7% |
| APO Apollo Global Management Inc. | 0.12% | 4,342 | $542K | Add +1.1% |
| SPGI S&P Global Inc. | 0.12% | 1,018 | $526K | Add +1.4% |
| CEG Constellation Energy | 0.12% | 1,934 | $503K | Add +0.4% |
| LOW Lowe's Cos Inc. | 0.12% | 1,852 | $502K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.11% | 2,263 | $500K | Add +1.7% |
| AZO AutoZone Inc. | 0.11% | 151 | $476K | Reduce -0.7% |
| CDNS Cadence Design SYS Inc. | 0.11% | 1,725 | $468K | Reduce -1.3% |
| EFA iShares MSCI Eafe ETF | 0.10% | 5,445 | $455K | Reduce -5.2% |
| KMPR Kemper Corp. | 0.10% | 7,376 | $452K | No change |
| ELV Elevance Health Inc. | 0.10% | 864 | $449K | Add +0.2% |
| XLY SS Consumer Disc Select Sect | 0.10% | 2,223 | $445K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 10,855 | $431K | Add +1.8% |
| FISV Fiserv Inc. | 0.10% | 2,343 | $421K | Add +1.2% |
| RTX RTX Corp. | 0.09% | 3,399 | $412K | Reduce -33.4% |
| VNQ Vanguard Real Estate ETF | 0.09% | 4,220 | $411K | Reduce -10.5% |
| CSCO Cisco Systems Inc. | 0.09% | 7,553 | $402K | Reduce -9.9% |
| TGT Target Corp. | 0.09% | 2,540 | $396K | Add +0.8% |
| DGRW Wisdomtree U.S. Quality Divi | 0.09% | 4,515 | $376K | Reduce -0.3% |
| T AT&T Inc. | 0.09% | 17,038 | $375K | Add +1.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.09% | 1,403 | $370K | Reduce -6.6% |
| CAVA Cava Group Inc. | 0.08% | 2,980 | $369K | Reduce -0.1% |
| VONG Vanguard Russell 1000 Growth | 0.08% | 3,773 | $364K | No change |
| VZ Verizon Communications Inc. | 0.08% | 8,062 | $362K | Add +1.0% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.08% | 1,354 | $362K | Reduce -21.2% |
| CB Chubb Ltd. | 0.08% | 1,245 | $359K | Add +0.8% |
| CMCSA Comcast Corp. Class A | 0.08% | 8,445 | $353K | Add +3.1% |
| AMAT Applied Materials Inc. | 0.08% | 1,714 | $346K | Reduce -0.1% |
| ISRG Intuitive Surgical Inc. | 0.08% | 701 | $344K | Add +0.6% |
| QCOM Qualcomm Inc. | 0.08% | 1,990 | $338K | Add +3.9% |
| NOW ServiceNow Inc. | 0.08% | 377 | $337K | Add +3.9% |
| REGN Regeneron Pharmaceuticals | 0.08% | 317 | $333K | Add +1.0% |
| ALL Allstate Corp. | 0.08% | 1,747 | $331K | Add +1.0% |
| GS Goldman Sachs Group Inc. | 0.07% | 656 | $325K | Add +1.9% |
| AXP American Express Co. | 0.07% | 1,175 | $319K | Add +1.8% |
| DE Deere & Co. | 0.07% | 761 | $318K | Reduce -2.2% |
| CME Cme Group Inc. | 0.07% | 1,435 | $317K | Add +0.6% |
| PNC PNC Financial Services Group | 0.07% | 1,685 | $311K | Add +1.3% |
| IBB iShares Biotechnology ETF | 0.07% | 2,127 | $310K | No change |
| SPG Simon Property Group Inc. | 0.07% | 1,820 | $308K | Reduce -1.1% |
| FDX FedEx Corp. | 0.07% | 1,114 | $305K | Reduce -1.2% |
| WFC Wells Fargo & Co. | 0.07% | 5,288 | $299K | Add +2.2% |
| NI Nisource Inc. | 0.07% | 8,537 | $296K | Add +0.1% |
| CSX CSX Corp. | 0.07% | 8,422 | $291K | Add +1.9% |
| MDLZ Mondelez International Inc. Class A | 0.06% | 3,706 | $273K | Add +0.6% |
| VIG Vanguard Dividend Apprec ETF | 0.06% | 1,375 | $272K | New |
| BX Blackstone Inc. | 0.06% | 1,762 | $270K | Add +2.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 2,794 | $269K | Reduce -3.1% |
| PCAR Paccar Inc. | 0.06% | 2,720 | $268K | Add +1.6% |
| PM Philip Morris International | 0.06% | 2,209 | $268K | Add +4.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 570 | $265K | Add +2.9% |
| MO Altria Group Inc. | 0.06% | 5,183 | $265K | Add +2.4% |
| TMUS T-Mobile US Inc. | 0.06% | 1,276 | $263K | Add +0.7% |
| INTC Intel Corp. | 0.06% | 11,089 | $260K | Reduce -12.1% |
| MCO Moody's Corp. | 0.06% | 548 | $260K | Add +2.0% |
| VIS Vanguard Industrials ETF | 0.06% | 1,000 | $260K | No change |
| PAYX Paychex Inc. | 0.06% | 1,936 | $260K | Add +0.1% |
| DHI D.R. Horton Inc. | 0.06% | 1,348 | $257K | New |
| ET Energy Transfer LP | 0.06% | 15,540 | $249K | No change |
| ZTS Zoetis Inc. | 0.06% | 1,254 | $245K | Add +6.3% |
| SHW The Sherwin-Williams Co. | 0.06% | 639 | $244K | New |
| WM Waste Management Inc. | 0.06% | 1,168 | $242K | Add +0.5% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 573 | $242K | New |
| URI United Rentals Inc. | 0.06% | 298 | $241K | New |
| GEV GE Vernova Inc. | 0.05% | 931 | $237K | New |
| BKNG Booking Holdings Inc. | 0.05% | 56 | $236K | No change |
| ADI Analog Devices Inc. | 0.05% | 1,012 | $233K | Add +2.1% |
| MU Micron Technology Inc. | 0.05% | 2,215 | $230K | Reduce -1.9% |
| ICE Intercontinental Exchange Inc. | 0.05% | 1,428 | $229K | New |
| PRU Prudential Financial Inc. | 0.05% | 1,891 | $229K | Add +2.2% |
| AMT American Tower Corp. | 0.05% | 976 | $227K | New |
| USMV iShares MSCI USA Min Vol Fac | 0.05% | 2,475 | $226K | No change |
| NSC Norfolk Southern Corp. | 0.05% | 907 | $225K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.05% | 1,903 | $224K | Reduce -1.0% |
| CVS CVS Health Corp. | 0.05% | 3,556 | $224K | Reduce -3.0% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.05% | 1,241 | $221K | New |
| DLR Digital Realty Trust Inc. | 0.05% | 1,362 | $220K | Add +0.7% |
| MRSH Marsh & McLennan Cos | 0.05% | 987 | $220K | Reduce -3.8% |
| DD Dupont DE Nemours Inc. | 0.05% | 2,441 | $218K | New |
| FCX Freeport-McMoran Inc. | 0.05% | 4,309 | $215K | Add +2.9% |
| L Loews Corp. | 0.05% | 2,691 | $213K | New |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.05% | 1,057 | $212K | Reduce -9.9% |
| VHT Vanguard Health Care ETF | 0.05% | 752 | $212K | Reduce -1.2% |
| MCK McKesson Corp. | 0.05% | 421 | $208K | Reduce -1.2% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.05% | 737 | $207K | New |
| AFL Aflac Inc. | 0.05% | 1,831 | $205K | New |
| PLD Prologis Inc. | 0.05% | 1,615 | $204K | New |
| WELL Welltower Inc. | 0.05% | 1,590 | $204K | New |
| UPS United Parcel Service Class B | 0.05% | 1,490 | $203K | Reduce -18.9% |
| PFE Pfizer Inc. | 0.05% | 6,938 | $201K | Reduce -35.2% |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 17,911 | $189K | Reduce -3.2% |
| CFFN Capitol Federal Financial Inc. | 0.03% | 24,392 | $142K | New |
| MPT Medical Properties Trust Inc. | 0.03% | 21,322 | $125K | New |
| TALO Talos Energy Inc. | 0.03% | 11,374 | $118K | New |
| HUDSON PAC PPTYS INC | 0.02% | 17,770 | $85K | New |
| MESA AIR GROUP INC | 0.01% | 29,787 | $36K | New |
| XELB Xcel Brands Inc. | 0.00% | 15,000 | $11K | New |