| SPYM Ste STR SPDR PT S&P 500 ETF | 6.93% | 424,871 | $32.5M | Add +39.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 5.36% | 432,753 | $25.2M | Reduce -0.5% |
| SPYV SS SPDR P S&P 500 Value ETF | 5.00% | 414,969 | $23.5M | Reduce -3.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 4.19% | 201,128 | $19.7M | Add +0.4% |
| AAPL Apple Inc. | 3.69% | 68,263 | $17.3M | Add +0.1% |
| CORO Ish Intl CTRY Rot Act ETF | 3.24% | 472,627 | $15.2M | New |
| EFV iShares MSCI Eafe Value ETF | 3.13% | 197,745 | $14.7M | Reduce -29.0% |
| QUAL iShares MSCI USA Quality Fac | 2.78% | 68,150 | $13.1M | Reduce -0.2% |
| INRO iShares US in Ro Act ETF-Usd | 2.56% | 391,722 | $12.0M | Add +0.3% |
| NVDA Nvidia Corp. | 2.41% | 64,919 | $11.3M | Add +7.6% |
| CWI State Street SPDR MSCI Acwi | 2.41% | 308,960 | $11.3M | New |
| MSFT Microsoft Corp. | 2.37% | 30,017 | $11.1M | Reduce -2.4% |
| SPMO Invesco S&P 500 Momentum ETF | 2.13% | 89,397 | $10.0M | Add +0.4% |
| THRO iShares U.S. Thematic Rotati | 2.07% | 268,622 | $9.7M | Add +0.8% |
| ARTY iShares Future AI & Tech ETF | 2.00% | 201,423 | $9.4M | Add +519.3% |
| AVEM Avantis Emerging Markets Eq | 1.86% | 108,371 | $8.7M | Add +2.9% |
| SHLD Global X Defense Tech ETF | 1.74% | 115,281 | $8.2M | Add +13.1% |
| AMZN Amazon.com Inc. | 1.65% | 37,243 | $7.8M | Reduce -5.4% |
| AVGO Broadcom Inc. | 1.33% | 20,125 | $6.2M | Add +2.3% |
| DIVO Amplify CWP Enhan Divid ETF | 1.08% | 112,564 | $5.0M | Reduce -4.4% |
| JPM JPMorgan Chase & Co. | 1.05% | 16,813 | $4.9M | Reduce -0.8% |
| ITW Illinois Tool Works | 1.05% | 18,864 | $4.9M | Add +1.5% |
| IEMG iShares Core MSCI Emerging | 1.04% | 70,163 | $4.9M | Reduce -73.7% |
| WMT Walmart Inc. | 1.02% | 38,655 | $4.8M | Reduce -1.6% |
| BTC Grayscale Bitcoin Mini ETF | 0.96% | 149,895 | $4.5M | Add +37.0% |
| GOOGL Alphabet Inc. Class A | 0.79% | 12,928 | $3.7M | Add +3.7% |
| EXPD Expeditors Intl Wash Inc. | 0.78% | 25,684 | $3.7M | Reduce -1.4% |
| JNJ Johnson & Johnson | 0.74% | 14,306 | $3.5M | Add +1.0% |
| XLK SS Technology Select Sector | 0.70% | 24,834 | $3.3M | Reduce -47.8% |
| GOOG Alphabet Inc. Class C | 0.70% | 11,501 | $3.3M | Add +2.2% |
| IBDU iShares Ibonds Dec 2029 Term | 0.70% | 141,720 | $3.3M | Add +3.4% |
| IBDR iShares Ibonds Dec 2026 Term | 0.70% | 135,960 | $3.3M | Add +4.2% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.70% | 130,104 | $3.3M | Add +3.9% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.70% | 150,128 | $3.3M | Add +3.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | 0.70% | 135,396 | $3.3M | Add +3.6% |
| MCD McDonald's Corp. | 0.67% | 10,081 | $3.1M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 0.62% | 3,153 | $2.9M | Add +1.5% |
| SGOV iShares 0-3 Month Treasury B | 0.56% | 26,093 | $2.6M | Add +573.5% |
| MPC Marathon Petroleum Corp. | 0.56% | 10,752 | $2.6M | Reduce -4.8% |
| META Meta Platforms Inc. Class A | 0.54% | 4,461 | $2.6M | Add +8.5% |
| IBDW iShares Ibonds Dec 2031 Corp. | 0.52% | 115,789 | $2.4M | Add +4.5% |
| IBDY iShares Ibonds Dec 2033 Corp. | 0.51% | 93,038 | $2.4M | Add +4.5% |
| IBDX iShares Ibonds Dec 2032 TC | 0.51% | 94,977 | $2.4M | Add +4.2% |
| IBDZ ISHARESIBONDSDEC2034TMCORP | 0.51% | 92,049 | $2.4M | Add +5.6% |
| IBCA iShares Ibonds Dec 2035 TC | 0.50% | 92,163 | $2.4M | Add +5.6% |
| ETN Eaton Corp. PLC | 0.50% | 6,566 | $2.3M | Reduce -2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 4,838 | $2.3M | Add +23.3% |
| TSLA Tesla Inc. | 0.48% | 6,069 | $2.3M | Add +11.8% |
| MSI Motorola Solutions Inc. | 0.48% | 5,148 | $2.2M | Reduce -3.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.46% | 19,577 | $2.2M | Reduce -2.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.46% | 23,643 | $2.1M | Add +2.6% |
| ADI Analog Devices Inc. | 0.45% | 6,666 | $2.1M | Reduce -3.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.42% | 9,449 | $2.0M | Reduce -41.7% |
| XLG Invesco S&P 500 Top 50 ETF | 0.42% | 35,892 | $2.0M | Reduce -89.8% |
| ABBV Abbvie Inc. | 0.41% | 8,864 | $1.9M | Reduce -2.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.41% | 2,946 | $1.9M | Reduce -0.4% |
| HD Home Depot Inc. | 0.40% | 5,661 | $1.9M | Reduce -3.5% |
| AXP American Express Co. | 0.37% | 5,676 | $1.7M | Add +0.1% |
| BDYN iShares DYN Act ETF | 0.36% | 70,382 | $1.7M | Add +6.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.35% | 3,815 | $1.7M | Reduce -12.0% |
| COST Costco Wholesale Corp. | 0.34% | 1,619 | $1.6M | Add +2.5% |
| ETH Grayscale Ethereum Staking M | 0.33% | 79,015 | $1.6M | Add +54.8% |
| CB Chubb Ltd. | 0.33% | 4,701 | $1.5M | Reduce -1.9% |
| OEF iShares S&P 100 ETF | 0.32% | 4,744 | $1.5M | Reduce -5.0% |
| XOM Exxon Mobil Corp. | 0.32% | 8,884 | $1.5M | Add +3.6% |
| V Visa Inc. Class A | 0.31% | 4,858 | $1.5M | Reduce -4.0% |
| CME Cme Group Inc. | 0.31% | 4,918 | $1.5M | Reduce -3.1% |
| JCI Johnson Controls Internation | 0.29% | 10,572 | $1.4M | Reduce -3.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.28% | 2,808 | $1.3M | Reduce -0.3% |
| XLF SS Financial Select Sector | 0.25% | 24,072 | $1.2M | Reduce -3.4% |
| MU Micron Technology Inc. | 0.25% | 3,484 | $1.2M | Add +18.6% |
| ACWI iShares MSCI Acwi ETF | 0.24% | 8,231 | $1.1M | Reduce -5.7% |
| VZ Verizon Communications Inc. | 0.24% | 22,012 | $1.1M | Add +3.1% |
| NFLX Netflix Inc. | 0.23% | 11,198 | $1.1M | Reduce -3.3% |
| KO The Coca-Cola Co. | 0.23% | 13,988 | $1.1M | Reduce -0.0% |
| SCHG Schwab US Large-Cap Growth | 0.22% | 35,080 | $1.0M | Reduce -31.2% |
| IVLU iShares MSCI International V | 0.21% | 25,157 | $998K | Add +0.1% |
| CMI Cummins Inc. | 0.21% | 1,814 | $976K | Reduce -1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 19,995 | $975K | Add +2.1% |
| APD Air Products & Chemicals Inc. | 0.20% | 3,210 | $933K | Reduce -3.6% |
| DRI Darden Restaurants Inc. | 0.20% | 4,750 | $931K | Reduce -2.7% |
| VOO Vanguard S&P 500 ETF | 0.19% | 1,528 | $913K | Add +9.2% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.19% | 17,941 | $903K | Reduce -16.3% |
| IJH iShares Core S&P Midcap ETF | 0.18% | 12,817 | $866K | Reduce -2.9% |
| MDT Medtronic PLC | 0.18% | 9,948 | $862K | Reduce -3.5% |
| MA Mastercard Inc. Class A | 0.18% | 1,720 | $860K | Reduce -9.5% |
| CSCO Cisco Systems Inc. | 0.18% | 10,658 | $827K | Add +4.8% |
| CVX Chevron Corp. | 0.18% | 3,989 | $825K | Add +1.4% |
| NEE Nextera Energy Inc. | 0.17% | 8,777 | $815K | Reduce -2.6% |
| O Realty Income Corp. | 0.17% | 13,302 | $814K | Reduce -4.1% |
| DTE DTE Energy Company | 0.17% | 5,446 | $796K | Add +18.8% |
| USMV iShares MSCI USA Min Vol Fac | 0.17% | 8,552 | $793K | Add +1.8% |
| SCHD Schwab US DVD Equity ETF | 0.17% | 25,660 | $787K | Reduce -7.1% |
| UNP Union Pacific Corp. | 0.16% | 3,170 | $769K | Reduce -1.0% |
| AMD Advanced Micro Devices | 0.16% | 3,695 | $752K | Reduce -1.3% |
| CAT Caterpillar Inc. | 0.16% | 1,052 | $745K | Add +3.2% |
| XLV SS Health Care Select Sector | 0.16% | 5,032 | $738K | Reduce -0.6% |
| IWD iShares Russell 1000 Value E | 0.15% | 3,382 | $723K | Reduce -1.6% |
| ORCL Oracle Corp. | 0.15% | 4,907 | $722K | Reduce -9.2% |
| CSL Carlisle Cos Inc. | 0.15% | 2,069 | $690K | Add +2.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.15% | 8,728 | $690K | Add +0.1% |
| GS Goldman Sachs Group Inc. | 0.14% | 803 | $679K | Add +1.4% |
| GEV GE Vernova Inc. | 0.14% | 763 | $666K | Add +4.7% |
| BA The Boeing Co. | 0.14% | 3,230 | $643K | Add +6.6% |
| BMY Bristol-Myers Squibb Co. | 0.14% | 10,549 | $640K | Add +12.4% |
| PM Philip Morris International | 0.13% | 3,555 | $588K | Reduce -0.2% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 2,070 | $588K | Add +2.8% |
| MRK Merck & Co. Inc. | 0.12% | 4,791 | $576K | Add +13.1% |
| RTX RTX Corp. | 0.12% | 2,987 | $576K | Add +4.4% |
| SYK Stryker Corp. | 0.12% | 1,742 | $572K | Add +5.8% |
| UNH Unitedhealth Group Inc. | 0.12% | 2,110 | $571K | Reduce -8.3% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.12% | 19,084 | $563K | No change |
| TT Trane Technologies PLC | 0.12% | 1,337 | $557K | Reduce -11.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.12% | 3,476 | $555K | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.12% | 3,843 | $555K | Reduce -1.4% |
| CMCSA Comcast Corp. Class A | 0.12% | 18,971 | $545K | Add +0.1% |
| IEUR iShares Core MSCI Europe ETF | 0.11% | 7,527 | $529K | Reduce -7.6% |
| XLI SS Industrial Select Sector | 0.11% | 3,216 | $520K | Reduce -6.9% |
| AVDE Avantis International Equity | 0.11% | 6,075 | $515K | Add +16.3% |
| XLY SS Consumer Disc Select Sect | 0.11% | 4,712 | $513K | Reduce -12.3% |
| SBUX Starbucks Corp. | 0.11% | 5,731 | $513K | Reduce -14.3% |
| ECL Ecolab Inc. | 0.11% | 1,916 | $510K | Add +2.8% |
| XLC SS Comm Select Sector SPDR | 0.11% | 4,553 | $505K | Reduce -2.0% |
| PEP Pepsico Inc. | 0.11% | 3,219 | $500K | Add +13.9% |
| LRCX Lam Research Corp. | 0.11% | 2,322 | $496K | Add +8.0% |
| DE Deere & Co. | 0.10% | 856 | $482K | Add +3.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 1,943 | $471K | Add +11.3% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 3,158 | $462K | Add +6.2% |
| IWR iShares Russell Mid-Cap ETF | 0.10% | 4,712 | $458K | No change |
| VTI VG Morningstar TS MKT ETF-US | 0.10% | 1,402 | $450K | Reduce -1.1% |
| BBY Best Buy Co. Inc. | 0.09% | 6,865 | $441K | Add +4.6% |
| IYW iShares Ustechnology ETF | 0.09% | 2,378 | $431K | Reduce -87.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.09% | 5,420 | $426K | Reduce -6.3% |
| AMAT Applied Materials Inc. | 0.09% | 1,242 | $425K | Add +9.7% |
| NEM Newmont Corp. | 0.09% | 3,917 | $424K | Add +4.6% |
| APH Amphenol Corp. Class A | 0.09% | 3,338 | $422K | Add +4.9% |
| WFC Wells Fargo & Co. | 0.09% | 5,240 | $417K | Add +9.9% |
| ABT Abbott Laboratories | 0.09% | 3,906 | $401K | Reduce -16.8% |
| IVV iShares Core S&P 500 ETF | 0.08% | 610 | $399K | Reduce -36.3% |
| BLK BlackRock Inc. | 0.08% | 406 | $390K | Add +25.3% |
| DMB BNY Mellon Muni BND Infra | 0.08% | 37,000 | $390K | Reduce -8.0% |
| FIS Fidelity National Info Serv | 0.08% | 8,311 | $390K | Reduce -2.1% |
| LRGF iShares US Equity Factor ETF | 0.08% | 5,771 | $381K | Add +46.7% |
| COP Conocophillips | 0.08% | 2,807 | $371K | Reduce -0.8% |
| ETR Entergy Corp. | 0.08% | 3,289 | $370K | Reduce -3.1% |
| C Citigroup Inc. | 0.08% | 3,168 | $359K | Add +11.0% |
| SPGI S&P Global Inc. | 0.08% | 841 | $358K | Add +5.5% |
| AVUS Avantis U.S. Equity ETF | 0.08% | 3,217 | $358K | Add +26.3% |
| LOW Lowe's Cos Inc. | 0.08% | 1,510 | $357K | Add +2.9% |
| T AT&T Inc. | 0.08% | 12,265 | $356K | Reduce -10.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.08% | 267 | $353K | New |
| DTM DT Midstream Inc. | 0.07% | 2,559 | $345K | Add +13.4% |
| TGT Target Corp. | 0.07% | 2,787 | $338K | Add +15.6% |
| FDX FedEx Corp. | 0.07% | 917 | $327K | Add +28.6% |
| ALL Allstate Corp. | 0.07% | 1,557 | $323K | Add +1.1% |
| WELL Welltower Inc. | 0.07% | 1,629 | $322K | Add +3.2% |
| NOW ServiceNow Inc. | 0.07% | 3,072 | $321K | Reduce -1.4% |
| VLUE iShares MSCI USA Value Facto | 0.07% | 2,241 | $319K | New |
| DVN Devon Energy Corp. | 0.07% | 6,142 | $309K | Add +5.3% |
| MS Morgan Stanley | 0.07% | 1,878 | $309K | Add +1.7% |
| NVS Novartis AG-Sponsored ADR | 0.07% | 2,020 | $309K | New |
| VGT Vanguard Info Tech ETF | 0.07% | 438 | $306K | Reduce -7.0% |
| DFUS Dimensional US Eq MKT ETF | 0.07% | 4,306 | $305K | Add +0.1% |
| GILD Gilead Sciences Inc. | 0.06% | 2,188 | $305K | Add +2.2% |
| PNC PNC Financial Services Group | 0.06% | 1,395 | $290K | Add +21.9% |
| CRM Salesforce Inc. | 0.06% | 1,553 | $290K | Reduce -25.3% |
| PFE Pfizer Inc. | 0.06% | 10,262 | $288K | Add +13.6% |
| IWF iShares Russell 1000 Growth | 0.06% | 675 | $288K | Reduce -47.5% |
| DLN Wisdomtree US Largecap Divid | 0.06% | 3,184 | $284K | Add +3.1% |
| DGRO iShares Core Dividend Growth | 0.06% | 4,018 | $282K | Add +0.1% |
| LIN Linde PLC | 0.06% | 565 | $280K | Add +11.2% |
| FISI Financial Institutions Inc. | 0.06% | 8,685 | $275K | Add +0.2% |
| RJF Raymond James Financial Inc. | 0.06% | 1,901 | $275K | Reduce -17.1% |
| AMGN Amgen Inc. | 0.06% | 781 | $275K | Add +12.7% |
| ISRG Intuitive Surgical Inc. | 0.06% | 595 | $274K | Add +10.2% |
| SCHV Schwab US Large-Cap Value | 0.06% | 8,862 | $270K | No change |
| XLE SS Energy Select Sector | 0.06% | 4,404 | $270K | Reduce -13.4% |
| RSP Invesco S&P 500 Equal Weight | 0.06% | 1,397 | $268K | New |
| EMR Emerson Electric Co. | 0.06% | 2,027 | $266K | Add +3.5% |
| IUSG iShares Core S&P U.S. Growth | 0.06% | 1,705 | $264K | Add +1.1% |
| KLAC KLA Corp. | 0.06% | 178 | $262K | Add +7.9% |
| CVS CVS Health Corp. | 0.06% | 3,633 | $261K | Add +5.3% |
| COF Capital One Financial Corp. | 0.06% | 1,429 | $261K | Add +23.3% |
| MTUM iShares MSCI USA Momentum Fa | 0.05% | 1,071 | $257K | Add +2.3% |
| ABNB Airbnb Inc. Class A | 0.05% | 1,975 | $249K | New |
| UPS United Parcel Service Class B | 0.05% | 2,532 | $249K | New |
| BKNG Booking Holdings Inc. | 0.05% | 59 | $249K | Add +13.5% |
| BBJP JPMorgan Betabuilders Japan | 0.05% | 3,595 | $248K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.05% | 2,520 | $243K | Add +8.9% |
| ANET Arista Networks Inc. | 0.05% | 1,973 | $242K | Add +21.8% |
| INTC Intel Corp. | 0.05% | 5,481 | $242K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.05% | 918 | $240K | Reduce -0.9% |
| MMU Western Asset Managed Munici | 0.05% | 23,310 | $240K | Reduce -0.0% |
| MCK McKesson Corp. | 0.05% | 273 | $236K | Add +5.4% |
| PSX Phillips 66 | 0.05% | 1,291 | $235K | New |
| NOC Northrop Grumman Corp. | 0.05% | 343 | $234K | New |
| APP AppLovin Corp. Class A | 0.05% | 578 | $230K | Add +22.2% |
| SNDK Sandisk Corp. | 0.05% | 360 | $229K | New |
| UBER Uber Technologies Inc. | 0.05% | 3,179 | $229K | Add +28.2% |
| LMT Lockheed Martin Corp. | 0.05% | 373 | $225K | New |
| GLDM SPDR Gold Minishares Trust | 0.05% | 2,430 | $225K | Reduce -31.1% |
| SO The Southern Co. | 0.05% | 2,306 | $223K | Reduce -6.8% |
| TD Toronto-Dominion Bank | 0.05% | 2,376 | $222K | New |
| TMUS T-Mobile US Inc. | 0.05% | 1,047 | $220K | Add +1.9% |
| ZMAR Inovatr E D PRCT ETF - 1 Mar | 0.05% | 7,948 | $219K | New |
| PEG Public Service Enterprise GP | 0.05% | 2,700 | $219K | Reduce -9.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.05% | 1,113 | $218K | No change |
| PH Parker Hannifin Corp. | 0.05% | 243 | $218K | Add +5.7% |
| TXN Texas Instruments Inc. | 0.05% | 1,115 | $217K | New |
| UL Unilever PLC-Sponsored ADR | 0.05% | 3,800 | $216K | New |
| IJR iShares Core S&P Small-Cap E | 0.05% | 1,740 | $216K | Add +0.1% |
| SCHW Schwab (charles) Corp. | 0.04% | 2,229 | $209K | New |
| SHEL Shell PLC-ADR | 0.04% | 2,248 | $209K | New |
| HON Honeywell International Inc. | 0.04% | 898 | $203K | New |
| WDC Western Digital Corp. | 0.04% | 744 | $201K | New |
| F Ford Motor Co. filed as FORD MTR CO | 0.04% | 17,248 | $199K | Add +13.5% |
| SAN Banco Santander SA-Spon ADR | 0.03% | 12,335 | $139K | New |
| XCHYX Calamos Convert & High Inc. | 0.03% | 10,870 | $118K | Add +2.6% |
| IAUX I-80 Gold Corp. | 0.02% | 70,598 | $107K | Reduce -1.1% |
| MFG Mizuho Financial Group-ADR | 0.02% | 12,280 | $98K | New |
| DCH Dauch Corporation | 0.02% | 14,645 | $87K | Reduce -50.5% |
| LYG Lloyds Banking Group PLC-ADR | 0.01% | 12,646 | $64K | New |
| CMPX Compass Therapeutics Inc. | 0.01% | 10,365 | $55K | Add +1.3% |
| IRWD Ironwood Pharmaceuticals Inc. | 0.01% | 10,926 | $38K | Reduce -0.5% |
| HIO Western Asset Hi Inc. Opport | 0.01% | 10,168 | $37K | New |