| MSFT Microsoft Corp. | 7.40% | 86,408 | $44.8M | Add +2.2% |
| AAPL Apple Inc. | 6.52% | 154,897 | $39.4M | Reduce -0.9% |
| AVGO Broadcom Inc. | 5.60% | 102,730 | $33.9M | Reduce -4.3% |
| IGIB iShares 5-10Y Inv Grade Corp. | 4.62% | 516,986 | $28.0M | Reduce -1.5% |
| GOOG Alphabet Inc. Class C | 4.15% | 103,068 | $25.1M | Reduce -4.4% |
| GOVT iShares US Treasury Bond ETF | 3.14% | 821,700 | $19.0M | Reduce -2.7% |
| SNDR Schneider National Inc. Class B | 2.99% | 854,954 | $18.1M | Reduce -1.6% |
| AMZN Amazon.com Inc. | 2.75% | 75,899 | $16.7M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 2.57% | 20,397 | $15.6M | Add +3.2% |
| NVDA Nvidia Corp. | 2.31% | 74,925 | $14.0M | Reduce -1.9% |
| BLK BlackRock Inc. | 1.91% | 9,911 | $11.6M | Reduce -3.8% |
| V Visa Inc. Class A | 1.83% | 32,445 | $11.1M | Reduce -6.8% |
| MGC Vngrd Mrngstr MG Cap ETF-Usd | 1.65% | 40,824 | $10.0M | Reduce -7.5% |
| XLC SS Comm Select Sector SPDR | 1.58% | 80,876 | $9.6M | Add +0.5% |
| PG The Procter & Gamble Co. | 1.56% | 61,362 | $9.4M | Reduce -5.6% |
| NEE Nextera Energy Inc. | 1.51% | 121,335 | $9.2M | Reduce -2.1% |
| BBUS JPMorgan Betabuilders US Equ | 1.50% | 75,285 | $9.1M | Reduce -3.5% |
| JPM JPMorgan Chase & Co. | 1.48% | 28,336 | $8.9M | Reduce -14.8% |
| SYK Stryker Corp. | 1.37% | 22,431 | $8.3M | Reduce -0.0% |
| ADI Analog Devices Inc. | 1.37% | 33,640 | $8.3M | Reduce -2.1% |
| MCD McDonald's Corp. | 1.37% | 27,194 | $8.3M | Reduce -4.7% |
| FBND Fidelity Total Bond ETF | 1.36% | 177,863 | $8.2M | Add +0.1% |
| ABBV Abbvie Inc. | 1.32% | 34,422 | $8.0M | Reduce -0.9% |
| COST Costco Wholesale Corp. | 1.22% | 7,962 | $7.4M | Add +1.4% |
| PEP Pepsico Inc. | 1.15% | 49,748 | $7.0M | Reduce -7.5% |
| NANR Sta STR SP S&P Nor An Res-Ui | 1.13% | 106,237 | $6.9M | Reduce -7.4% |
| IYW iShares Ustechnology ETF | 1.13% | 34,925 | $6.8M | Reduce -2.0% |
| UNP Union Pacific Corp. | 1.13% | 28,891 | $6.8M | Reduce -2.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.11% | 13,375 | $6.7M | Add +4.4% |
| HD Home Depot Inc. | 1.11% | 16,588 | $6.7M | Reduce -5.3% |
| UNH Unitedhealth Group Inc. | 1.11% | 19,452 | $6.7M | Reduce -5.8% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 1.07% | 247,240 | $6.5M | Reduce -7.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.89% | 8,994 | $5.4M | No change |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.89% | 5,662 | $5.4M | Add +1.6% |
| IVV iShares Core S&P 500 ETF | 0.87% | 7,877 | $5.3M | Add +1.9% |
| HON Honeywell International Inc. | 0.80% | 22,864 | $4.8M | Reduce -5.8% |
| CMBS iShares CMBS ETF | 0.77% | 95,357 | $4.7M | Add +4.5% |
| MA Mastercard Inc. Class A | 0.77% | 8,217 | $4.7M | Add +0.5% |
| ICE Intercontinental Exchange Inc. | 0.75% | 27,023 | $4.6M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.74% | 33,471 | $4.5M | Add +0.2% |
| ITW Illinois Tool Works | 0.70% | 16,258 | $4.2M | Reduce -6.4% |
| SCHG Schwab US Large-Cap Growth | 0.59% | 111,746 | $3.6M | Add +26.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.56% | 68,211 | $3.4M | Reduce -26.3% |
| ROP Roper Technologies Inc. | 0.53% | 6,429 | $3.2M | Reduce -3.3% |
| FDIS Fidelity MSCI Cons Discr Ind | 0.50% | 29,548 | $3.0M | Add +108.0% |
| PPA Invesco Aerospace & Defense | 0.49% | 19,118 | $3.0M | Add +80.6% |
| ILTB iShares Core 10+ Year Usd Bo | 0.45% | 54,046 | $2.7M | Add +7.1% |
| IQLT iShares MSCI International Q | 0.43% | 58,291 | $2.6M | Reduce -9.6% |
| AMT American Tower Corp. | 0.41% | 13,059 | $2.5M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.40% | 12,969 | $2.4M | Reduce -17.2% |
| ADP Automatic Data Processing | 0.39% | 8,127 | $2.4M | Reduce -10.7% |
| VIG Vanguard Dividend Apprec ETF | 0.38% | 10,610 | $2.3M | Reduce -29.1% |
| TSLA Tesla Inc. | 0.38% | 5,128 | $2.3M | Reduce -14.5% |
| IJH iShares Core S&P Midcap ETF | 0.36% | 32,981 | $2.2M | Add +1.2% |
| FDVV Fidelity High Dividend ETF | 0.33% | 35,818 | $2.0M | Add +16.0% |
| SMLF iShares US Smallcap Equity F | 0.33% | 26,718 | $2.0M | Add +5.8% |
| XOM Exxon Mobil Corp. | 0.30% | 15,928 | $1.8M | Reduce -10.6% |
| GOOGL Alphabet Inc. Class A | 0.29% | 7,288 | $1.8M | Reduce -0.5% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.29% | 33,118 | $1.8M | Reduce -25.4% |
| MRK Merck & Co. Inc. | 0.29% | 20,557 | $1.7M | Reduce -10.0% |
| FENI Fidelity Enhanced Intl ETF | 0.27% | 47,095 | $1.7M | Add +49.0% |
| FBCG Fidelity Blue Chip Grow ETF | 0.26% | 29,385 | $1.6M | Add +65.6% |
| PANW Palo Alto Networks Inc. | 0.25% | 7,487 | $1.5M | Reduce -7.6% |
| BSX Boston Scientific Corp. | 0.25% | 15,326 | $1.5M | Add +6.4% |
| LMT Lockheed Martin Corp. | 0.24% | 2,852 | $1.4M | Reduce -14.0% |
| PHYL Pgim Active High Yield Bond | 0.23% | 38,867 | $1.4M | Add +8.1% |
| GLD SPDR Gold Shares | 0.23% | 3,839 | $1.4M | Reduce -0.3% |
| XLK SS Technology Select Sector | 0.22% | 4,723 | $1.3M | No change |
| PNC PNC Financial Services Group | 0.22% | 6,496 | $1.3M | Reduce -1.1% |
| SUSC iShares ESG Aware Usd Corpor | 0.20% | 52,381 | $1.2M | Add +2.6% |
| CRM Salesforce Inc. | 0.20% | 5,191 | $1.2M | Reduce -6.1% |
| JMTG Mortgage-Backed Securities filed as J P MORGAN EXCHANGE TRADED F | 0.20% | 23,778 | $1.2M | Reduce -5.9% |
| BND Vanguard Total Bond Market | 0.20% | 16,058 | $1.2M | No change |
| CVX Chevron Corp. | 0.20% | 7,673 | $1.2M | Reduce -0.0% |
| BX Blackstone Inc. | 0.19% | 6,731 | $1.1M | Add +1.2% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.19% | 23,051 | $1.1M | Reduce -2.7% |
| WEC WEC Energy Group Inc. | 0.18% | 9,748 | $1.1M | Reduce -26.1% |
| IBTF iShares Ibonds Dec 2025 Term | 0.18% | 46,057 | $1.1M | Add +6.8% |
| PTLC Pacer Trendpilot US Large Ca | 0.17% | 18,378 | $1.0M | Reduce -1.8% |
| IUSG iShares Core S&P U.S. Growth | 0.16% | 6,017 | $990K | Add +0.3% |
| FVAL Fidelity Value Factor ETF | 0.16% | 14,173 | $976K | Add +6.3% |
| YUM Yum! Brands Inc. | 0.16% | 6,326 | $962K | Reduce -13.7% |
| CGMS Cap Group US Multi-Sect Bond | 0.16% | 34,457 | $956K | Add +17.9% |
| SPGI S&P Global Inc. | 0.15% | 1,833 | $892K | Reduce -9.7% |
| SYY Sysco Corp. | 0.14% | 10,300 | $848K | No change |
| IGM iShares Expanded Tech Sector | 0.14% | 6,552 | $825K | Reduce -2.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.13% | 2,068 | $810K | Reduce -0.7% |
| DUK Duke Energy Corp. | 0.13% | 6,467 | $800K | Add +2.0% |
| AMGN Amgen Inc. | 0.12% | 2,653 | $749K | Add +2.0% |
| ALL Allstate Corp. | 0.12% | 3,447 | $740K | No change |
| SCHD Schwab US DVD Equity ETF | 0.12% | 26,689 | $729K | Reduce -5.6% |
| COWG Pacer US LRG Cap Cows GR LD | 0.12% | 19,808 | $719K | Reduce -9.1% |
| ITA iShares U.S. Aerospace & Def | 0.12% | 3,366 | $704K | Reduce -0.5% |
| IAU iShares Gold Trust | 0.11% | 9,256 | $674K | Add +17.2% |
| ISRG Intuitive Surgical Inc. | 0.11% | 1,504 | $673K | Add +7.7% |
| FLOT iShares Floating Rate Bond E | 0.11% | 12,965 | $662K | Reduce -8.5% |
| WMT Walmart Inc. | 0.11% | 6,271 | $646K | Reduce -0.1% |
| CDNS Cadence Design SYS Inc. | 0.11% | 1,825 | $641K | Add +1.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.11% | 13,711 | $640K | Add +5.6% |
| QQEW First TR Nasdaq-100 Sel Eq | 0.10% | 4,493 | $634K | No change |
| VXF Vanguard Extended Market ETF | 0.10% | 3,000 | $628K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.10% | 10,844 | $623K | Reduce -7.5% |
| CCI Crown Castle Inc. | 0.10% | 6,414 | $619K | Reduce -0.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 2,170 | $612K | Add +10.0% |
| TMO Thermo Fisher Scientific Inc. | 0.10% | 1,248 | $605K | Reduce -71.5% |
| VZ Verizon Communications Inc. | 0.10% | 13,510 | $594K | Add +7.5% |
| EMR Emerson Electric Co. | 0.10% | 4,496 | $590K | Add +21.6% |
| VRNS Varonis Systems Inc. | 0.10% | 10,250 | $589K | No change |
| GD General Dynamics Corp. | 0.10% | 1,708 | $582K | Add +16.0% |
| PRN Invesco Dorsey Wright Indus | 0.09% | 3,282 | $567K | Add +6.4% |
| PYLD PIMCO Multisector Bond Actv | 0.09% | 20,809 | $559K | Reduce -0.6% |
| EPD Enterprise Products Partners | 0.09% | 17,760 | $555K | No change |
| ESGV Vanguard ESG US Stock ETF | 0.09% | 4,688 | $555K | Add +2.6% |
| TRV The Travelers Cos Inc. | 0.09% | 1,978 | $552K | Add +0.9% |
| ORCL Oracle Corp. | 0.09% | 1,960 | $551K | No change |
| ICSH iShares Ultra Short Duration | 0.09% | 10,779 | $547K | Reduce -13.7% |
| META Meta Platforms Inc. Class A | 0.09% | 738 | $542K | Add +1.1% |
| SUSB iShares ESG Aware 1-5 Year U | 0.09% | 20,660 | $523K | Reduce -0.1% |
| MBB iShares MBS ETF | 0.09% | 5,471 | $521K | Add +0.7% |
| GIS General Mills Inc. | 0.08% | 10,171 | $513K | Reduce -13.6% |
| TDG Transdigm Group Inc. | 0.08% | 380 | $501K | Add +27.9% |
| XLF SS Financial Select Sector | 0.08% | 9,298 | $501K | No change |
| IWV iShares Russell 3000 ETF | 0.08% | 1,317 | $499K | Add +14.5% |
| MO Altria Group Inc. | 0.08% | 7,549 | $499K | No change |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 5,176 | $492K | Add +0.5% |
| NOW ServiceNow Inc. | 0.08% | 535 | $492K | Add +14.1% |
| FIDU Fidelity MSCI Indust Indx | 0.08% | 5,996 | $491K | Reduce -0.9% |
| SPYX SS SPDR S&P 500 Foss FL ETF | 0.08% | 8,925 | $490K | No change |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.08% | 12,945 | $487K | Reduce -0.2% |
| XLV SS Health Care Select Sector | 0.08% | 3,493 | $486K | Reduce -9.3% |
| MELI MercadoLibre Inc. | 0.08% | 208 | $486K | New |
| TFLO iShares Treasury Floating Ra | 0.08% | 9,490 | $480K | Add +4.8% |
| VCIT Vanguard Int-Term Corporate | 0.08% | 5,544 | $466K | No change |
| PM Philip Morris International | 0.08% | 2,868 | $465K | Add +0.0% |
| VOO Vanguard S&P 500 ETF | 0.08% | 759 | $465K | Reduce -10.8% |
| XLE SS Energy Select Sector | 0.08% | 5,174 | $462K | No change |
| RGLD Royal Gold Inc. | 0.08% | 2,272 | $456K | Reduce -2.4% |
| VRT Vertiv Holdings Co. Class A | 0.07% | 2,965 | $447K | New |
| IBDQ iShares Ibonds Dec 2025 Term | 0.07% | 17,492 | $441K | Reduce -2.5% |
| FHLC Fidelity MSCI Health Care | 0.07% | 6,532 | $437K | Add +1.1% |
| LIN Linde PLC | 0.07% | 900 | $428K | New |
| CHD Church & Dwight Co. Inc. | 0.07% | 4,801 | $421K | No change |
| PAYX Paychex Inc. | 0.07% | 3,281 | $416K | Reduce -0.3% |
| AME Ametek Inc. | 0.07% | 2,203 | $414K | No change |
| QDEF NT Qual Div Def ETF | 0.07% | 5,131 | $410K | Reduce -0.9% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.07% | 16,760 | $408K | Add +3.2% |
| IYK iShares US Consumer Staples | 0.07% | 5,928 | $405K | Reduce -8.7% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.07% | 825 | $405K | No change |
| PFF iShares Preferred & Income S | 0.07% | 12,555 | $397K | Reduce -6.9% |
| IBTJ iShares Ibonds Dec 2029 Term | 0.06% | 17,528 | $385K | Add +0.1% |
| RTX RTX Corp. | 0.06% | 2,291 | $383K | Reduce -0.2% |
| IBDR iShares Ibonds Dec 2026 Term | 0.06% | 14,574 | $354K | Add +2.8% |
| DE Deere & Co. | 0.06% | 765 | $350K | Add +17.7% |
| GCOW Pacer Global Cash Cows Divid | 0.06% | 8,828 | $350K | Add +8.0% |
| NKE Nike Inc. Class B | 0.06% | 4,938 | $344K | Reduce -3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.06% | 2,996 | $343K | No change |
| FISV Fiserv Inc. | 0.06% | 2,615 | $337K | Reduce -8.7% |
| D Dominion Energy Inc. | 0.06% | 5,482 | $335K | Add +7.8% |
| FSLR First Solar Inc. | 0.06% | 1,511 | $333K | Add +22.1% |
| IBDU iShares Ibonds Dec 2029 Term | 0.05% | 13,558 | $318K | No change |
| IBDT iShares Ibonds Dec 2028 ETF | 0.05% | 12,449 | $318K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.05% | 3,633 | $317K | Add +12.7% |
| VMBS Vanguard Mortgage-Backed Sec | 0.05% | 6,655 | $313K | Reduce -48.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.05% | 460 | $306K | Reduce -5.2% |
| RLY SS Multi-Asset Real Ret ETF | 0.05% | 9,895 | $306K | Add +7.8% |
| VEA Vanguard Ftse Developed ETF | 0.05% | 5,064 | $303K | No change |
| MUB iShares National Muni Bond E | 0.05% | 2,799 | $298K | Reduce -40.3% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.05% | 13,361 | $296K | Add +4.3% |
| NVS Novartis AG-Sponsored ADR | 0.05% | 2,300 | $295K | No change |
| IBTI iShares Ibonds Dec 2028 Term | 0.05% | 13,081 | $293K | Add +0.2% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.05% | 9,490 | $281K | New |
| JPIB JPMorgan Intl BND ETF | 0.05% | 5,626 | $276K | New |
| HYMB SS SPDR N Ice HY Muni ETF | 0.05% | 10,985 | $274K | Add +1.9% |
| CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL | 0.05% | 8,091 | $273K | Add +24.2% |
| IFRA iShares US Infrastructure | 0.04% | 5,135 | $271K | No change |
| FELC Fidelity Enh LRG Cap Cor ETF | 0.04% | 7,055 | $263K | Add +5.2% |
| MDLZ Mondelez International Inc. Class A | 0.04% | 4,091 | $256K | No change |
| FUTY Fidelity MSCI US Utilities | 0.04% | 4,505 | $254K | Reduce -25.9% |
| IBTG iShares Ibonds Dec 2026 Term | 0.04% | 10,902 | $250K | Add +0.2% |
| AEP American Electric Power | 0.04% | 2,212 | $249K | No change |
| QCOM Qualcomm Inc. | 0.04% | 1,481 | $246K | Reduce -0.2% |
| ADBE Adobe Inc. | 0.04% | 690 | $243K | Reduce -16.8% |
| PFE Pfizer Inc. | 0.04% | 9,445 | $241K | Add +11.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.04% | 2,360 | $241K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.04% | 732 | $240K | New |
| IBTH iShares Ibonds Dec 2027 Term | 0.04% | 10,551 | $238K | Add +0.2% |
| BMO Bank of Montreal filed as BANK MONTREAL QUE | 0.04% | 1,775 | $231K | New |
| T AT&T Inc. | 0.04% | 8,093 | $229K | New |
| EUSB Ishr ESG Advn Universal BD-$ | 0.04% | 5,067 | $223K | Add +1.5% |
| IBMQ iShares Ibonds Dec 2028 Muni | 0.04% | 8,562 | $220K | No change |
| EFIV SS SPDR S&P 500 ESG ETF | 0.04% | 3,446 | $219K | Reduce -0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.04% | 852 | $217K | Reduce -47.5% |
| GPC Genuine Parts Co. | 0.04% | 1,550 | $215K | New |
| QDF NT Qual Div ETF | 0.04% | 2,702 | $215K | New |
| KO The Coca-Cola Co. | 0.04% | 3,196 | $212K | Reduce -0.3% |
| SBUX Starbucks Corp. | 0.03% | 2,474 | $209K | No change |
| SMH Vaneck Semiconductor ETF | 0.03% | 641 | $209K | New |
| PLTR Palantir Technologies Inc. Class A | 0.03% | 1,122 | $205K | New |
| NUV Nuveen Municipal Value | 0.02% | 10,854 | $97K | No change |