| IWY iShares Russell Top 200 Grow | 17.50% | 447,463 | $110.3M | Add +7.6% |
| SCHD Schwab US DVD Equity ETF | 7.64% | 1,816,341 | $48.1M | Reduce -1.2% |
| IMCG iShares Morningstar Mid-Cap | 4.93% | 387,221 | $31.1M | Add +5.9% |
| XLK SS Technology Select Sector | 4.29% | 106,842 | $27.1M | Add +13.7% |
| FDVV Fidelity High Dividend ETF | 3.72% | 450,340 | $23.4M | Add +10.4% |
| FVD First Trust Value Line DVD | 3.67% | 517,551 | $23.1M | Reduce -5.4% |
| VOO Vanguard S&P 500 ETF | 2.73% | 30,260 | $17.2M | Reduce -17.3% |
| EVTR Eaton Vance Total Return | 2.69% | 333,714 | $17.0M | Reduce -0.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.57% | 176,671 | $16.2M | Add +690.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 2.53% | 363,821 | $15.9M | Add +13.2% |
| IJR iShares Core S&P Small-Cap E | 2.33% | 134,202 | $14.7M | Add +6.1% |
| NVDA Nvidia Corp. | 1.92% | 76,408 | $12.1M | Add +15.5% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.90% | 61,280 | $12.0M | Add +5.8% |
| PYLD PIMCO Multisector Bond Actv | 1.79% | 424,814 | $11.3M | Add +1.8% |
| FBND Fidelity Total Bond ETF | 1.74% | 240,015 | $11.0M | Add +1.1% |
| SLYG SS SPDR S&P 600 SC GR ETF | 1.60% | 113,899 | $10.1M | Add +19.9% |
| AAPL Apple Inc. | 1.58% | 48,480 | $9.9M | Add +46.3% |
| MOAT Vaneck Morningstar Wide Moat | 1.41% | 94,836 | $8.9M | Add +249.1% |
| MSFT Microsoft Corp. | 1.04% | 13,146 | $6.5M | Add +20.3% |
| DIVO Amplify CWP Enhan Divid ETF | 0.93% | 138,402 | $5.9M | Add +19.9% |
| SPEM State Street SP PTF Em ETF | 0.78% | 115,046 | $4.9M | Add +0.8% |
| VCRB Vanguard Core Bond ETF | 0.72% | 58,657 | $4.6M | Reduce -0.1% |
| FLCC Fed Hermes Large Cap Core | 0.72% | 149,516 | $4.5M | Add +85.5% |
| MDY State Street SPDR S&P Midcap | 0.71% | 7,946 | $4.5M | Reduce -16.7% |
| VCLT Vanguard Long-Term Corp. Bond | 0.70% | 57,998 | $4.4M | Reduce -4.8% |
| VWO Vanguard Ftse Emerging Marke | 0.69% | 87,753 | $4.3M | Reduce -16.4% |
| VGIT Vanguard Intermediate-Term T | 0.66% | 69,676 | $4.2M | Reduce -1.6% |
| XLF SS Financial Select Sector | 0.64% | 77,113 | $4.0M | Reduce -3.0% |
| AMZN Amazon.com Inc. | 0.64% | 18,391 | $4.0M | Add +20.2% |
| XLC SS Comm Select Sector SPDR | 0.62% | 36,200 | $3.9M | Add +0.2% |
| XLI SS Industrial Select Sector | 0.61% | 26,097 | $3.8M | Add +0.5% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.60% | 38,396 | $3.8M | Reduce -26.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.59% | 12,266 | $3.7M | Reduce -14.4% |
| VYM Vanguard High DVD Yield ETF | 0.56% | 26,618 | $3.5M | Add +11.7% |
| HEQT Simplify Hedged Equity ETF | 0.55% | 115,276 | $3.5M | Reduce -3.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.54% | 42,552 | $3.4M | New |
| IJT iShares S&P Small-Cap 600 GR | 0.48% | 22,756 | $3.0M | Reduce -3.8% |
| TSLA Tesla Inc. | 0.47% | 9,408 | $3.0M | Add +9.1% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.47% | 10,408 | $3.0M | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.46% | 3,968 | $2.9M | Add +12.7% |
| FPEI First Trust Institutional PR | 0.44% | 147,563 | $2.8M | Add +0.3% |
| VFMF Vanguard US Multifactor ETF | 0.44% | 20,808 | $2.8M | Reduce -18.9% |
| AVGO Broadcom Inc. | 0.43% | 9,749 | $2.7M | Add +59.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 5,483 | $2.7M | Add +9.6% |
| XLV SS Health Care Select Sector | 0.42% | 19,473 | $2.6M | Add +9.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.40% | 4,567 | $2.5M | Reduce -0.9% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.40% | 25,313 | $2.5M | Add +27.6% |
| GOOGL Alphabet Inc. Class A | 0.38% | 13,464 | $2.4M | Add +23.5% |
| RPG Invesco S&P 500 Pure Growth | 0.34% | 46,885 | $2.1M | Reduce -1.6% |
| SGOV iShares 0-3 Month Treasury B | 0.30% | 18,870 | $1.9M | Reduce -7.5% |
| PM Philip Morris International | 0.28% | 9,796 | $1.8M | Add +82.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 6,148 | $1.7M | Reduce -16.2% |
| TXN Texas Instruments Inc. | 0.27% | 8,159 | $1.7M | Reduce -1.8% |
| GOCT FT Vest US Equity Moderate B | 0.26% | 45,153 | $1.7M | New |
| SIO Touchstone Strtg in ETF-Iusd | 0.25% | 59,623 | $1.6M | Add +20.9% |
| GBIL Goldman Sachs Access Treasur | 0.24% | 15,404 | $1.5M | Reduce -31.9% |
| VEA Vanguard Ftse Developed ETF | 0.23% | 24,970 | $1.4M | Reduce -7.8% |
| V Visa Inc. Class A | 0.23% | 4,003 | $1.4M | Add +19.8% |
| UNH Unitedhealth Group Inc. | 0.22% | 4,412 | $1.4M | Add +217.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.21% | 7,593 | $1.3M | Reduce -18.4% |
| EFA iShares MSCI Eafe ETF | 0.20% | 14,114 | $1.3M | Reduce -8.7% |
| JPM JPMorgan Chase & Co. | 0.20% | 4,288 | $1.2M | Add +31.9% |
| MPC Marathon Petroleum Corp. | 0.20% | 7,427 | $1.2M | New |
| HD Home Depot Inc. | 0.19% | 3,181 | $1.2M | Add +55.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.18% | 12,091 | $1.2M | New |
| MAGS Roundhill Magnificent Seven | 0.18% | 20,372 | $1.1M | Add +69.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.17% | 4,705 | $1.1M | Add +161.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 6,423 | $1.1M | Reduce -6.1% |
| TAXX BBLX Irm Tax-Aware S Dur ETF | 0.17% | 20,669 | $1.1M | Add +100.7% |
| OXY Occidental Petroleum Corp. | 0.17% | 24,851 | $1.0M | Reduce -5.3% |
| VONG Vanguard Russell 1000 Growth | 0.16% | 9,376 | $1.0M | Add +20.1% |
| ABBV Abbvie Inc. | 0.16% | 5,367 | $996K | Add +55.5% |
| LLY Eli Lilly & Co. | 0.16% | 1,269 | $990K | Add +1.0% |
| NFLX Netflix Inc. | 0.15% | 720 | $964K | Reduce -3.7% |
| AMD Advanced Micro Devices | 0.15% | 6,753 | $958K | Add +67.7% |
| WMT Walmart Inc. | 0.15% | 9,629 | $942K | Add +21.2% |
| IWF iShares Russell 1000 Growth | 0.14% | 2,092 | $888K | Reduce -9.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.14% | 10,633 | $888K | Reduce -19.6% |
| JD Jd.com Inc.-ADR | 0.14% | 27,178 | $887K | New |
| SCHX Schwab US Large-Cap ETF | 0.14% | 36,077 | $882K | Reduce -0.0% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.14% | 21,997 | $869K | Add +59.2% |
| CME Cme Group Inc. | 0.13% | 3,044 | $839K | Add +310.2% |
| XOM Exxon Mobil Corp. | 0.13% | 7,667 | $826K | Add +1.9% |
| CVX Chevron Corp. | 0.13% | 5,729 | $820K | Add +22.1% |
| GOOG Alphabet Inc. Class C | 0.13% | 4,613 | $818K | Add +5.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 1,324 | $818K | Reduce -22.8% |
| IWM iShares Russell 2000 ETF | 0.13% | 3,743 | $808K | Add +18.8% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 0.13% | 38,298 | $795K | Add +5.2% |
| IUSG iShares Core S&P U.S. Growth | 0.13% | 5,240 | $788K | Reduce -8.7% |
| MTG Mgic Investment Corp. | 0.12% | 27,459 | $764K | New |
| RDVY First Trust Rising Dividend | 0.12% | 11,898 | $746K | Reduce -12.7% |
| ORCL Oracle Corp. | 0.12% | 3,357 | $734K | Add +45.3% |
| IWX iShares Russell Top 200 Valu | 0.11% | 8,457 | $712K | No change |
| TPR Tapestry Inc. | 0.11% | 7,921 | $696K | New |
| POWL Powell Industries Inc. | 0.11% | 3,296 | $694K | No change |
| SCHH Schwab US REIT ETF | 0.11% | 32,422 | $686K | Add +1.1% |
| IJH iShares Core S&P Midcap ETF | 0.11% | 10,914 | $677K | Reduce -23.1% |
| VZ Verizon Communications Inc. | 0.11% | 15,640 | $677K | Add +133.7% |
| ACN Accenture PLC Class A | 0.11% | 2,262 | $676K | Add +18.7% |
| JNJ Johnson & Johnson | 0.11% | 4,385 | $670K | Add +5.6% |
| EPD Enterprise Products Partners | 0.10% | 21,324 | $661K | Add +0.7% |
| HYFI AB High Yield ETF filed as AB ACTIVE ETFS INC | 0.10% | 17,361 | $651K | Add +24.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.10% | 2,122 | $626K | Add +58.4% |
| PLTR Palantir Technologies Inc. Class A | 0.10% | 4,503 | $614K | Add +24.3% |
| PG The Procter & Gamble Co. | 0.10% | 3,842 | $612K | Add +40.5% |
| GS Goldman Sachs Group Inc. | 0.10% | 861 | $609K | Add +114.7% |
| CAT Caterpillar Inc. | 0.10% | 1,561 | $606K | Add +115.3% |
| XLE SS Energy Select Sector | 0.09% | 7,042 | $597K | Reduce -7.5% |
| IUSV iShares Core S&P U.S. Value | 0.09% | 6,269 | $593K | Reduce -9.7% |
| MBB iShares MBS ETF | 0.09% | 6,274 | $589K | Add +1.1% |
| MCD McDonald's Corp. | 0.09% | 2,011 | $588K | Add +33.6% |
| HTRB Hartford TTL RTRN BND ETF | 0.09% | 17,010 | $576K | Reduce -8.2% |
| AEP American Electric Power | 0.09% | 5,514 | $572K | Add +168.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.09% | 11,451 | $567K | Reduce -13.0% |
| VCIT Vanguard Int-Term Corporate | 0.09% | 6,815 | $565K | Add +0.1% |
| CZA Invesco Zacks Mid-Cap ETF | 0.09% | 5,278 | $563K | Reduce -1.1% |
| CRM Salesforce Inc. | 0.09% | 2,030 | $554K | Add +10.9% |
| AXP American Express Co. | 0.09% | 1,717 | $548K | Add +57.5% |
| IVV iShares Core S&P 500 ETF | 0.09% | 870 | $540K | Reduce -16.8% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 11,313 | $535K | Add +32.9% |
| SCHG Schwab US Large-Cap Growth | 0.08% | 18,284 | $534K | New |
| KDP Keurig Dr Pepper Inc. | 0.08% | 16,096 | $532K | Add +213.2% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.08% | 12,807 | $513K | Reduce -1.8% |
| KWEB Kranesh Csi China Internet | 0.08% | 14,828 | $509K | New |
| RTX RTX Corp. | 0.08% | 3,357 | $490K | Add +82.0% |
| MUB iShares National Muni Bond E | 0.07% | 4,503 | $470K | New |
| TMUS T-Mobile US Inc. | 0.07% | 1,963 | $468K | Reduce -31.6% |
| AGG iShares Core U.S. Aggregate | 0.07% | 4,710 | $467K | Reduce -50.0% |
| MU Micron Technology Inc. | 0.07% | 3,775 | $465K | New |
| COST Costco Wholesale Corp. | 0.07% | 467 | $462K | Add +3.1% |
| SSB Southstate Bank Corp. | 0.07% | 4,966 | $457K | New |
| VIGI Vanguard Int Div App Indx FD | 0.07% | 4,857 | $438K | Reduce -10.3% |
| IDEQ Lazard Intl Dynamic Eqy ETF | 0.07% | 16,467 | $438K | New |
| QUAL iShares MSCI USA Quality Fac | 0.07% | 2,346 | $429K | Reduce -4.8% |
| HUBB Hubbell Inc. | 0.07% | 1,035 | $423K | New |
| MA Mastercard Inc. Class A | 0.07% | 750 | $421K | Reduce -7.1% |
| TLT iShares 20+ Year Treasury BD | 0.07% | 4,744 | $419K | New |
| KO The Coca-Cola Co. | 0.07% | 5,825 | $412K | Add +24.3% |
| ITOT iShares Core S&P Total U.S. | 0.06% | 3,028 | $409K | Reduce -2.3% |
| LRCX Lam Research Corp. | 0.06% | 4,114 | $400K | Add +53.9% |
| AVDV Avantis Intl S/C Value ETF | 0.06% | 5,002 | $397K | New |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.06% | 3,207 | $396K | Add +70.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.06% | 7,151 | $394K | Reduce -9.6% |
| APXM FT Vest US Eq Max Buf Apr | 0.06% | 12,806 | $388K | New |
| DD Dupont DE Nemours Inc. | 0.06% | 5,493 | $377K | Reduce -1.6% |
| MS Morgan Stanley | 0.06% | 2,669 | $376K | Add +8.6% |
| GLD SPDR Gold Shares | 0.06% | 1,227 | $374K | New |
| GE General Electric filed as GE AEROSPACE | 0.06% | 1,450 | $373K | Reduce -7.6% |
| LAMR Lamar Advertising Co. Class A | 0.06% | 3,018 | $366K | New |
| APP AppLovin Corp. Class A | 0.06% | 1,045 | $366K | Add +6.7% |
| DAC Danaos Corp. | 0.06% | 4,178 | $360K | New |
| EMB iShares JP Morgan Usd Emergi | 0.06% | 3,818 | $354K | Reduce -3.0% |
| FERG Ferguson Enterprises Inc. | 0.06% | 1,606 | $350K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.06% | 1,474 | $349K | Reduce -13.8% |
| IJS iShares S&P Small-Cap 600 Va | 0.06% | 3,509 | $349K | Add +46.6% |
| BSY Bentley Systems Inc. Class B | 0.05% | 6,247 | $337K | New |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 3,639 | $335K | No change |
| WAL Western Alliance Bancorp | 0.05% | 4,264 | $333K | New |
| T AT&T Inc. | 0.05% | 11,332 | $328K | Add +23.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.05% | 6,655 | $326K | Reduce -50.8% |
| LIN Linde PLC | 0.05% | 693 | $325K | Add +9.5% |
| BA The Boeing Co. | 0.05% | 1,526 | $320K | Add +27.5% |
| UBER Uber Technologies Inc. | 0.05% | 3,301 | $308K | New |
| STLD Steel Dynamics Inc. | 0.05% | 2,402 | $307K | New |
| HON Honeywell International Inc. | 0.05% | 1,304 | $304K | New |
| PHYL Pgim Active High Yield Bond | 0.05% | 8,506 | $302K | Add +46.1% |
| WFC Wells Fargo & Co. | 0.05% | 3,734 | $299K | Reduce -1.9% |
| MRK Merck & Co. Inc. | 0.05% | 3,757 | $297K | Add +49.6% |
| NOW ServiceNow Inc. | 0.05% | 285 | $293K | Add +0.7% |
| PANW Palo Alto Networks Inc. | 0.05% | 1,430 | $293K | Add +4.1% |
| SPGI S&P Global Inc. | 0.05% | 549 | $289K | Add +14.8% |
| CSCO Cisco Systems Inc. | 0.05% | 4,146 | $288K | Add +1.1% |
| LMT Lockheed Martin Corp. | 0.05% | 615 | $285K | New |
| AMGN Amgen Inc. | 0.04% | 1,009 | $282K | New |
| JNK SS SPDR BB High Yield Bond | 0.04% | 2,889 | $281K | Add +34.6% |
| ADBE Adobe Inc. | 0.04% | 718 | $278K | Add +13.6% |
| SPTI SS SPDR P Int Term TSY ETF | 0.04% | 9,499 | $273K | Reduce -7.8% |
| DUK Duke Energy Corp. | 0.04% | 2,295 | $271K | New |
| NEE Nextera Energy Inc. | 0.04% | 3,856 | $268K | Add +6.2% |
| ETN Eaton Corp. PLC | 0.04% | 744 | $266K | Reduce -1.1% |
| RNST Renasant Corp. | 0.04% | 7,328 | $263K | New |
| ACVF American Conservative Values | 0.04% | 5,582 | $263K | Add +3.7% |
| NTAP Netapp Inc. | 0.04% | 2,470 | $263K | New |
| ARES Ares Management Corp. Class A | 0.04% | 1,504 | $260K | New |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 0.04% | 2,609 | $256K | Add +4.6% |
| NIO Nio Inc. - ADR | 0.04% | 74,702 | $256K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.04% | 2,061 | $256K | Add +0.1% |
| MCO Moody's Corp. | 0.04% | 509 | $255K | Add +6.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.04% | 2,680 | $252K | Reduce -74.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.04% | 488 | $249K | New |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.04% | 612 | $247K | New |
| SPYV SS SPDR P S&P 500 Value ETF | 0.04% | 4,679 | $245K | Reduce -55.7% |
| INTU Intuit Inc. | 0.04% | 310 | $244K | New |
| TFC Truist Financial Corp. | 0.04% | 5,679 | $244K | New |
| STXG Strive 1000 Growth ETF | 0.04% | 5,303 | $244K | Add +1.8% |
| ROK Rockwell Automation Inc. | 0.04% | 724 | $240K | New |
| CDNS Cadence Design SYS Inc. | 0.04% | 778 | $240K | New |
| GEV GE Vernova Inc. | 0.04% | 451 | $239K | New |
| QCOM Qualcomm Inc. | 0.04% | 1,489 | $237K | Reduce -22.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.04% | 2,979 | $237K | Add +11.2% |
| ABT Abbott Laboratories | 0.04% | 1,729 | $235K | Add +11.0% |
| USHY iShares Broad Usd High Yield | 0.04% | 6,145 | $231K | Reduce -15.8% |
| XEL Xcel Energy Inc. | 0.04% | 3,366 | $229K | New |
| PBR Petroleo Brasileiro-Spon ADR | 0.04% | 18,045 | $226K | Add +6.2% |
| VGSH Vanguard Short-Term Treasury | 0.04% | 3,840 | $226K | New |
| IEMG iShares Core MSCI Emerging | 0.04% | 3,707 | $223K | Reduce -16.6% |
| IWL iShares Russell Top 200 ETF | 0.04% | 1,446 | $221K | New |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.04% | 2,953 | $221K | Reduce -21.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.04% | 503 | $221K | Reduce -46.5% |
| TT Trane Technologies PLC | 0.03% | 495 | $217K | New |
| ITW Illinois Tool Works | 0.03% | 873 | $216K | New |
| SBUX Starbucks Corp. | 0.03% | 2,354 | $216K | Reduce -0.5% |
| ARM Arm Holdings PLC-ADR | 0.03% | 1,318 | $213K | New |
| SPOT Spotify Technology SA | 0.03% | 272 | $209K | New |
| BSX Boston Scientific Corp. | 0.03% | 1,938 | $208K | Reduce -7.5% |
| ICE Intercontinental Exchange Inc. | 0.03% | 1,133 | $208K | Reduce -6.9% |
| IWB iShares Russell 1000 ETF | 0.03% | 612 | $208K | New |
| AMP Ameriprise Financial Inc. | 0.03% | 388 | $207K | New |
| LNG Cheniere Energy Inc. | 0.03% | 848 | $207K | New |
| ANET Arista Networks Inc. | 0.03% | 1,987 | $203K | New |
| SCHP Schwab U.S. Tips ETF | 0.03% | 7,604 | $203K | New |
| PFE Pfizer Inc. | 0.03% | 8,313 | $202K | New |
| AVUV Avantis US Small Cap Value | 0.03% | 2,206 | $201K | New |
| FMAR FT Vest US Equity Buffer ETF | 0.03% | 4,481 | $201K | New |
| DOC Healthpeak Properties Inc. | 0.03% | 10,050 | $176K | New |
| AEO American Eagle Outfitters | 0.03% | 17,916 | $172K | New |
| GTE Gran Tierra Energy Inc. | 0.02% | 24,485 | $117K | No change |
| TNGY Tortoise Energy ETF | 0.02% | 11,256 | $103K | New |
| FSLY Fastly Inc. Class A | 0.01% | 12,114 | $86K | Reduce -1.1% |
| LCID Lucid Group Inc. | 0.01% | 22,024 | $46K | New |