| IVV iShares Core S&P 500 ETF | 6.34% | 74,587 | $39.2M | Reduce -18.0% |
| SCHF Schwab Intl Equity ETF | 3.24% | 513,132 | $20.0M | Reduce -4.2% |
| SCHG Schwab US Large-Cap Growth | 2.39% | 159,371 | $14.8M | Reduce -10.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 2.10% | 284,811 | $13.0M | Add +32.4% |
| IEMG iShares Core MSCI Emerging | 1.78% | 212,903 | $11.0M | Add +119.2% |
| AAPL Apple Inc. | 1.66% | 59,665 | $10.2M | Add +7.5% |
| MSFT Microsoft Corp. | 1.62% | 23,815 | $10.0M | Reduce -6.4% |
| TLTW iShares 20+ Bond Buywrite | 1.60% | 371,532 | $9.9M | Reduce -31.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.48% | 56,346 | $9.2M | Reduce -5.7% |
| QUAL iShares MSCI USA Quality Fac | 1.48% | 55,685 | $9.2M | Reduce -4.1% |
| SCHZ Schwab US Aggregate Bond ETF | 1.46% | 196,122 | $9.0M | Add +63.6% |
| IVW iShares S&P 500 Growth ETF | 1.44% | 105,638 | $8.9M | Add +57.9% |
| SCHV Schwab US Large-Cap Value | 1.38% | 112,509 | $8.5M | Add +7.8% |
| MUB iShares National Muni Bond E | 1.36% | 78,122 | $8.4M | Add +11.0% |
| DGRO iShares Core Dividend Growth | 1.34% | 143,159 | $8.3M | Reduce -25.4% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 1.33% | 185,445 | $8.2M | New |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 1.31% | 28,265 | $8.1M | Reduce -33.0% |
| VIG Vanguard Dividend Apprec ETF | 1.25% | 42,338 | $7.7M | Reduce -9.3% |
| AMZN Amazon.com Inc. | 1.20% | 41,083 | $7.4M | Add +6.9% |
| VCLT Vanguard Long-Term Corp. Bond | 1.18% | 93,553 | $7.3M | Add +20.7% |
| NVDA Nvidia Corp. | 1.09% | 7,488 | $6.8M | Reduce -7.8% |
| IVE iShares S&P 500 Value ETF | 1.08% | 35,734 | $6.7M | Add +296.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.99% | 59,133 | $6.1M | Add +5.7% |
| HD Home Depot Inc. | 0.99% | 15,992 | $6.1M | Add +4.9% |
| GOOGL Alphabet Inc. Class A | 0.95% | 39,080 | $5.9M | Add +4.6% |
| JPM JPMorgan Chase & Co. | 0.95% | 29,382 | $5.9M | Reduce -13.1% |
| EFV iShares MSCI Eafe Value ETF | 0.93% | 105,669 | $5.7M | Reduce -27.4% |
| META Meta Platforms Inc. Class A | 0.91% | 11,523 | $5.6M | Reduce -4.5% |
| MDYG SS SPDR S&P 400 MC GR ETF | 0.85% | 60,214 | $5.3M | Reduce -14.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.84% | 15,143 | $5.2M | Add +2.8% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.82% | 66,771 | $5.1M | Reduce -17.7% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.81% | 41,922 | $5.0M | Reduce -36.5% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.76% | 56,939 | $4.7M | Reduce -12.1% |
| XLK SS Technology Select Sector | 0.76% | 22,621 | $4.7M | Reduce -17.8% |
| LQDW iShares Ingr Corp. BD B/W ETF | 0.73% | 153,614 | $4.5M | Add +7.6% |
| NOBL Proshares S&P 500 Dividend A | 0.69% | 41,883 | $4.2M | Reduce -20.7% |
| IYW iShares Ustechnology ETF | 0.66% | 30,375 | $4.1M | Add +11.8% |
| SLYG SS SPDR S&P 600 SC GR ETF | 0.65% | 45,963 | $4.0M | Reduce -15.1% |
| LHX L3HARRIS Technologies Inc. | 0.60% | 17,331 | $3.7M | Add +8.3% |
| IWC iShares Micro-Cap ETF | 0.60% | 30,418 | $3.7M | Reduce -16.7% |
| WMT Walmart Inc. | 0.58% | 58,981 | $3.6M | Add +2.2% |
| AVDV Avantis Intl S/C Value ETF | 0.57% | 53,484 | $3.5M | Add +3.3% |
| MBB iShares MBS ETF | 0.57% | 38,078 | $3.5M | Add +5.5% |
| IWF iShares Russell 1000 Growth | 0.56% | 10,347 | $3.5M | Reduce -1.5% |
| ETN Eaton Corp. PLC | 0.55% | 10,915 | $3.4M | Add +17.1% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.55% | 58,567 | $3.4M | Add +65.3% |
| UNH Unitedhealth Group Inc. | 0.54% | 6,791 | $3.4M | Add +0.5% |
| V Visa Inc. Class A | 0.53% | 11,636 | $3.2M | Reduce -0.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.52% | 31,703 | $3.2M | Add +6.9% |
| IDEV iShares Core MSCI Dev MKTS | 0.51% | 47,345 | $3.2M | Reduce -0.7% |
| ICE Intercontinental Exchange Inc. | 0.51% | 22,817 | $3.1M | Add +4.3% |
| MRK Merck & Co. Inc. | 0.51% | 23,594 | $3.1M | Add +3.0% |
| PANW Palo Alto Networks Inc. | 0.50% | 10,857 | $3.1M | Add +5.5% |
| TT Trane Technologies PLC | 0.49% | 10,128 | $3.0M | Add +3.1% |
| AVGO Broadcom Inc. | 0.48% | 2,239 | $3.0M | Reduce -10.9% |
| AGG iShares Core U.S. Aggregate | 0.48% | 30,038 | $2.9M | Add +17.7% |
| BND Vanguard Total Bond Market | 0.47% | 40,122 | $2.9M | Add +72.2% |
| CME Cme Group Inc. | 0.46% | 13,205 | $2.8M | Add +8.6% |
| ESGD iShares Trust iShares ESG Aw | 0.46% | 35,567 | $2.8M | Add +3.6% |
| COST Costco Wholesale Corp. | 0.45% | 3,829 | $2.8M | Reduce -0.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.45% | 14,527 | $2.8M | Reduce -15.4% |
| MPC Marathon Petroleum Corp. | 0.45% | 13,815 | $2.8M | Reduce -1.9% |
| VZ Verizon Communications Inc. | 0.45% | 65,866 | $2.8M | Add +16.0% |
| IUSG iShares Core S&P U.S. Growth | 0.44% | 23,318 | $2.7M | Reduce -24.1% |
| SCHM Schwab US Mid Cap ETF | 0.44% | 33,505 | $2.7M | Add +2.1% |
| CRM Salesforce Inc. | 0.44% | 8,995 | $2.7M | Reduce -1.6% |
| IJR iShares Core S&P Small-Cap E | 0.44% | 24,401 | $2.7M | Reduce -9.9% |
| LLY Eli Lilly & Co. | 0.44% | 3,465 | $2.7M | Reduce -18.2% |
| ESGU iShares ESG Aware MSCI USA | 0.43% | 23,353 | $2.7M | Reduce -62.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.43% | 36,584 | $2.7M | Reduce -3.8% |
| SCHE Schwab Emrg Mrkts Eqty ETF | 0.42% | 103,457 | $2.6M | Add +4.2% |
| SCHA Schwab US Small-Cap ETF | 0.41% | 51,573 | $2.5M | Add +4.2% |
| FANG Diamondback Energy Inc. | 0.40% | 12,562 | $2.5M | New |
| LMT Lockheed Martin Corp. | 0.40% | 5,388 | $2.5M | Add +56.4% |
| RSP Invesco S&P 500 Equal Weight | 0.40% | 14,460 | $2.4M | Reduce -38.1% |
| USFR Wisdomtree Floating Rate Tre | 0.40% | 48,638 | $2.4M | Add +42.0% |
| SCHX Schwab US Large-Cap ETF | 0.39% | 39,021 | $2.4M | Add +4.0% |
| AMGN Amgen Inc. | 0.38% | 8,291 | $2.4M | Add +32.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.38% | 15,072 | $2.3M | Reduce -24.1% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.37% | 66,245 | $2.3M | New |
| NXPI NXP Semiconductors NV | 0.36% | 9,020 | $2.2M | Reduce -35.4% |
| DWX State Street SPDR S&P Intern | 0.35% | 61,796 | $2.2M | Reduce -3.0% |
| AMD Advanced Micro Devices | 0.35% | 12,014 | $2.2M | Reduce -9.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.35% | 9,159 | $2.2M | Reduce -22.0% |
| DXCM Dexcom Inc. | 0.35% | 15,451 | $2.1M | New |
| CVX Chevron Corp. | 0.33% | 12,891 | $2.0M | Reduce -30.0% |
| JNJ Johnson & Johnson | 0.33% | 12,807 | $2.0M | Reduce -5.5% |
| UNP Union Pacific Corp. | 0.32% | 8,122 | $2.0M | Add +1.8% |
| TLT iShares 20+ Year Treasury BD | 0.32% | 21,112 | $2.0M | Reduce -9.6% |
| EDIV State Street SPDR S&P Emergi | 0.31% | 58,057 | $1.9M | Reduce -17.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.31% | 31,192 | $1.9M | Reduce -1.2% |
| VOO Vanguard S&P 500 ETF | 0.30% | 3,870 | $1.9M | Add +116.8% |
| MSI Motorola Solutions Inc. | 0.30% | 5,178 | $1.8M | Add +5.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 4,378 | $1.8M | Reduce -10.4% |
| SCHW Schwab (charles) Corp. | 0.30% | 25,369 | $1.8M | Reduce -16.6% |
| MCD McDonald's Corp. | 0.29% | 6,447 | $1.8M | Reduce -3.4% |
| PTLC Pacer Trendpilot US Large Ca | 0.29% | 37,904 | $1.8M | No change |
| CSCO Cisco Systems Inc. | 0.29% | 36,162 | $1.8M | Reduce -2.3% |
| IQV Iqvia Holdings Inc. | 0.29% | 7,100 | $1.8M | Reduce -41.1% |
| STE Steris PLC | 0.29% | 7,972 | $1.8M | Add +5.3% |
| ICSH iShares Ultra Short Duration | 0.29% | 34,870 | $1.8M | Add +34.3% |
| FISV Fiserv Inc. | 0.28% | 10,863 | $1.7M | Add +2.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.28% | 15,913 | $1.7M | Reduce -21.8% |
| DUK Duke Energy Corp. | 0.28% | 17,884 | $1.7M | Reduce -4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.28% | 3,253 | $1.7M | Reduce -29.5% |
| TLH iShares 10-20 Year Treasury | 0.27% | 16,103 | $1.7M | Reduce -9.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.27% | 20,573 | $1.7M | Reduce -5.5% |
| PEP Pepsico Inc. | 0.27% | 9,543 | $1.7M | Add +3.4% |
| SPGI S&P Global Inc. | 0.27% | 3,950 | $1.7M | Reduce -1.8% |
| JCI Johnson Controls Internation | 0.27% | 25,318 | $1.7M | Add +19.0% |
| DRI Darden Restaurants Inc. | 0.26% | 9,782 | $1.6M | Add +8.8% |
| DVN Devon Energy Corp. | 0.26% | 31,913 | $1.6M | Add +27.3% |
| DLR Digital Realty Trust Inc. | 0.26% | 11,050 | $1.6M | Add +55.4% |
| IEF iShares 7-10 Year Treasury B | 0.26% | 16,686 | $1.6M | Reduce -19.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 30,199 | $1.5M | Reduce -7.6% |
| PG The Procter & Gamble Co. | 0.24% | 9,223 | $1.5M | Reduce -9.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.24% | 45,853 | $1.5M | Add +4.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 28,170 | $1.4M | Reduce -9.4% |
| NUSC Nuveen ESG Small-Cap ETF | 0.22% | 32,998 | $1.4M | Add +0.4% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.22% | 26,105 | $1.4M | New |
| SCHD Schwab US DVD Equity ETF | 0.22% | 16,891 | $1.4M | Add +0.8% |
| XLG Invesco S&P 500 Top 50 ETF | 0.22% | 32,120 | $1.4M | Add +26666.7% |
| IXUS iShares Core Intl Stock ETF | 0.22% | 19,928 | $1.4M | Reduce -0.1% |
| HAL Halliburton Co. | 0.21% | 33,046 | $1.3M | Reduce -25.8% |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | 0.20% | 42,882 | $1.3M | Reduce -86.5% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.20% | 13,682 | $1.2M | Reduce -4.8% |
| UAUG Innovator U.S. Equity Ultra | 0.20% | 37,658 | $1.2M | Reduce -3.0% |
| SUSC iShares ESG Aware Usd Corpor | 0.19% | 52,110 | $1.2M | Add +4.4% |
| TFC Truist Financial Corp. | 0.19% | 30,651 | $1.2M | Reduce -0.6% |
| FDN First Trust DJ Internet Ind | 0.19% | 5,825 | $1.2M | Reduce -14.3% |
| BOND PIMCO Active Bond Exchange-T | 0.19% | 12,727 | $1.2M | Add +22.4% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.19% | 30,028 | $1.2M | Reduce -0.6% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.19% | 25,054 | $1.2M | Reduce -52.3% |
| PCEF Invesco Cef Income Composite | 0.19% | 61,613 | $1.2M | Reduce -0.5% |
| CMCSA Comcast Corp. Class A | 0.19% | 26,399 | $1.1M | Add +0.6% |
| CTRE Caretrust REIT Inc. | 0.18% | 45,652 | $1.1M | Add +10.4% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.18% | 9,512 | $1.1M | Reduce -5.3% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.17% | 14,031 | $1.1M | Reduce -17.4% |
| EMB iShares JP Morgan Usd Emergi | 0.17% | 11,886 | $1.1M | Add +49.5% |
| XOM Exxon Mobil Corp. | 0.17% | 9,016 | $1.0M | Add +7.5% |
| DON Wisdomtree US Midcap Dividen | 0.17% | 21,411 | $1.0M | Reduce -12.0% |
| IXC iShares Global Energy ETF | 0.16% | 23,331 | $1.0M | Add +9.2% |
| KO The Coca-Cola Co. | 0.16% | 16,160 | $996K | Reduce -12.8% |
| IFLN Invesco Bloomberg Enhanced F | 0.16% | 53,654 | $973K | Add +0.8% |
| IFRA iShares US Infrastructure | 0.16% | 22,330 | $968K | Reduce -16.1% |
| FNDF Schwab Fndmn Intl LRG Co. ETF | 0.15% | 26,747 | $952K | Add +4.6% |
| IJT iShares S&P Small-Cap 600 GR | 0.15% | 7,284 | $952K | Reduce -7.2% |
| WDIV St STR SPD S&P Glo Div-US Inc. | 0.15% | 15,792 | $947K | Add +3.0% |
| SUSA iShares ESG Optimized MSCI U | 0.15% | 8,396 | $917K | Reduce -0.6% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 14,861 | $903K | Reduce -26.5% |
| EFA iShares MSCI Eafe ETF | 0.15% | 11,280 | $901K | Add +0.6% |
| SUB iShares Short-Term National | 0.15% | 8,597 | $900K | Reduce -2.0% |
| IWD iShares Russell 1000 Value E | 0.15% | 5,025 | $900K | Reduce -32.6% |
| GOOG Alphabet Inc. Class C | 0.14% | 5,867 | $893K | Reduce -24.5% |
| XLF SS Financial Select Sector | 0.14% | 20,644 | $870K | Reduce -38.0% |
| JQUA JPMorgan US Quality Factor | 0.14% | 15,960 | $844K | Reduce -23.5% |
| ITOT iShares Core S&P Total U.S. | 0.14% | 7,294 | $841K | Add +4.0% |
| NUMV Nuveen ESG Mid-Cap Value ETF | 0.14% | 24,509 | $838K | Add +0.1% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.13% | 3,198 | $834K | Reduce -3.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.13% | 23,180 | $831K | Reduce -0.3% |
| IJS iShares S&P Small-Cap 600 Va | 0.13% | 7,986 | $821K | Reduce -9.0% |
| ABBV Abbvie Inc. | 0.13% | 4,422 | $805K | Reduce -5.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.13% | 3,084 | $801K | Reduce -2.1% |
| GOVT iShares US Treasury Bond ETF | 0.13% | 35,050 | $798K | Add +11.7% |
| PRF Invesco Rafi US 1000 ETF | 0.13% | 20,245 | $779K | Reduce -1.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.12% | 13,017 | $763K | Reduce -23.3% |
| GLD SPDR Gold Shares | 0.12% | 3,705 | $762K | Reduce -37.4% |
| TIP iShares Tips Bond ETF | 0.12% | 7,023 | $754K | Reduce -2.7% |
| IWM iShares Russell 2000 ETF | 0.12% | 3,544 | $745K | Reduce -33.0% |
| NUMG Nuveen ESG Mid-Cap Grow ETF | 0.12% | 16,477 | $733K | Reduce -5.6% |
| QCOM Qualcomm Inc. | 0.12% | 4,298 | $728K | Reduce -6.5% |
| PID Invesco International Divide | 0.12% | 38,980 | $723K | Add +8.3% |
| DSI iShares ESG MSCI KLD 400 ETF | 0.11% | 6,921 | $698K | Reduce -0.8% |
| IDXX Idexx Laboratories Inc. | 0.11% | 1,280 | $691K | No change |
| DES Wisdomtree US Smallcap Divid | 0.11% | 20,995 | $686K | Reduce -8.8% |
| VEA Vanguard Ftse Developed ETF | 0.11% | 13,313 | $668K | Reduce -2.4% |
| USCI United States Commodity Inde | 0.10% | 10,629 | $648K | Add +9.3% |
| JPST JPMorgan Ultra-Short Income | 0.10% | 12,262 | $619K | Reduce -19.6% |
| SCHH Schwab US REIT ETF | 0.10% | 29,862 | $606K | Reduce -1.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.10% | 8,114 | $602K | Reduce -3.5% |
| OEF iShares S&P 100 ETF | 0.10% | 2,416 | $598K | Reduce -82.9% |
| MINO PIMCO Municipal Income Oppor | 0.09% | 12,454 | $568K | Add +12.0% |
| ASGI Abrdn Global Infrastructure | 0.09% | 31,724 | $563K | Add +5.2% |
| FBT First Trust Nyse Arca Biotec | 0.09% | 3,648 | $561K | Add +3.9% |
| NFJ Virtus DVD Intrst & PRM STR | 0.09% | 43,846 | $560K | Reduce -3.2% |
| QQQ Invesco QQQ Trust Series 1 | 0.09% | 1,237 | $550K | Reduce -34.8% |
| VWO Vanguard Ftse Emerging Marke | 0.09% | 13,038 | $545K | Reduce -5.6% |
| PFE Pfizer Inc. | 0.09% | 19,432 | $539K | Add +0.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.09% | 6,850 | $530K | Add +20.1% |
| MDY State Street SPDR S&P Midcap | 0.09% | 950 | $530K | Reduce -12.9% |
| FTEC Fidelity MSCI Info Tech Indx | 0.08% | 3,304 | $515K | Reduce -4.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.08% | 13,426 | $511K | Reduce -11.5% |
| VRP Invesco Variable Rate Prefer | 0.08% | 21,256 | $505K | Reduce -1.4% |
| BMY Bristol-Myers Squibb Co. | 0.08% | 9,173 | $497K | Reduce -5.3% |
| BTZ BlackRock Credit Allocation | 0.08% | 45,945 | $491K | Add +13.2% |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 5,808 | $485K | Reduce -71.9% |
| VONE Vanguard Russell 1000 | 0.08% | 2,004 | $478K | Add +0.7% |
| PWS Pacer Wealthshield ETF | 0.08% | 16,015 | $473K | Reduce -4.7% |
| VNQ Vanguard Real Estate ETF | 0.08% | 5,392 | $466K | Reduce -26.6% |
| VPL Vanguard Ftse Pacific ETF | 0.07% | 6,061 | $461K | Reduce -17.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 2,390 | $456K | Add +0.3% |
| PRFZ Inv Rafi US 1500 SM-Usd Inc. | 0.07% | 11,560 | $454K | Add +0.4% |
| VGLT Vanguard Long-Term Treasury | 0.07% | 7,299 | $432K | Add +32.2% |
| IBIT iShares Bitcoin Trust ETF | 0.07% | 10,670 | $432K | New |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.07% | 7,893 | $428K | Reduce -8.3% |
| PWV Invesco Large Cap Value ETF | 0.07% | 7,498 | $425K | Reduce -3.6% |
| EUSA iShares MSCI USA Equal Weigh | 0.07% | 4,645 | $423K | Reduce -0.3% |
| T AT&T Inc. | 0.07% | 23,682 | $417K | Add +19.8% |
| EMNT PIMCO Enhcd St M-Active ESG | 0.07% | 4,116 | $406K | Add +28.6% |
| MTUM iShares MSCI USA Momentum Fa | 0.06% | 2,128 | $399K | Reduce -30.5% |
| WFC Wells Fargo & Co. | 0.06% | 6,740 | $391K | Reduce -32.0% |
| TFLO iShares Treasury Floating Ra | 0.06% | 7,682 | $389K | Reduce -85.7% |
| RMT Royce Micro-Cap Trust Inc. | 0.06% | 41,121 | $389K | Reduce -7.0% |
| YUM Yum! Brands Inc. | 0.06% | 2,785 | $386K | No change |
| VSS Vanguard Ftse All Wo X-US SC | 0.06% | 3,300 | $386K | Add +0.0% |
| PM Philip Morris International | 0.06% | 3,956 | $368K | Add +5.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.06% | 888 | $354K | Reduce -7.8% |
| DFAC Dimensional US Core Equity 2 | 0.06% | 11,058 | $353K | Reduce -27.1% |
| PWR Quanta Services Inc. | 0.06% | 1,338 | $348K | Reduce -23.0% |
| CVS CVS Health Corp. | 0.06% | 4,322 | $345K | Reduce -3.9% |
| FCNCA First Citizens Bcshs Class A | 0.06% | 208 | $340K | No change |
| IWR iShares Russell Mid-Cap ETF | 0.05% | 4,035 | $339K | Reduce -29.1% |
| CAT Caterpillar Inc. | 0.05% | 925 | $339K | Reduce -9.9% |
| ICVT iShares Convertible Bond ETF | 0.05% | 4,214 | $336K | Add +407.7% |
| URA Global X Uranium ETF | 0.05% | 11,566 | $333K | Reduce -52.6% |
| GE General Electric | 0.05% | 1,879 | $330K | Reduce -1.7% |
| UJUL Innovator U.S. Equity Ultra | 0.05% | 10,326 | $329K | Reduce -34.5% |
| RYLD Global X Russell 2000 Cov Class | 0.05% | 19,433 | $329K | Add +2.5% |
| FTSM First Trust Enh Short Mat FD | 0.05% | 5,469 | $327K | No change |
| TSLA Tesla Inc. | 0.05% | 1,846 | $325K | Reduce -18.6% |
| HDV iShares Core High Dividend E | 0.05% | 2,852 | $314K | Reduce -50.2% |
| SRLN SS Blackstone Sr Loan ETF | 0.05% | 7,459 | $314K | No change |
| ZBH Zimmer Biomet Holdings Inc. | 0.05% | 2,356 | $312K | No change |
| UPS United Parcel Service Class B | 0.05% | 2,068 | $307K | Reduce -29.3% |
| DGX Quest Diagnostics Inc. | 0.05% | 2,303 | $307K | No change |
| EMCC Global X MSCI Em CC ETF | 0.05% | 12,402 | $305K | New |
| VT Vanguard Tot World STK ETF | 0.05% | 2,717 | $300K | Reduce -3.0% |
| SPIB SS SPDR P Int C Corp. ETF | 0.05% | 9,045 | $296K | New |
| ISTB iShares Core 1-5 Year Usd Bo | 0.05% | 6,048 | $287K | Reduce -25.9% |
| SCHB Schwab US Broad Market ETF | 0.05% | 4,648 | $284K | Reduce -3.9% |
| HYMB SS SPDR N Ice HY Muni ETF | 0.04% | 10,750 | $276K | Reduce -24.1% |
| INTC Intel Corp. | 0.04% | 6,235 | $275K | Reduce -3.2% |
| AVSD Avantis Reps Intern Equi ETF | 0.04% | 4,750 | $270K | Add +26.7% |
| FBND Fidelity Total Bond ETF | 0.04% | 5,840 | $266K | Add +32.7% |
| IWP iShares Russell Mid-Cap Grow | 0.04% | 2,320 | $265K | Reduce -4.1% |
| PPL PPL Corp. | 0.04% | 9,374 | $260K | Reduce -2.5% |
| IWS iShares Russell Mid-Cap Valu | 0.04% | 2,000 | $251K | Reduce -0.7% |
| BP BP PLC-Spons ADR | 0.04% | 6,542 | $247K | No change |
| RY Royal Bank of Canada | 0.04% | 2,408 | $243K | Reduce -4.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.04% | 8,139 | $242K | Add +1062.7% |
| GS Goldman Sachs Group Inc. | 0.04% | 574 | $240K | New |
| BA The Boeing Co. | 0.04% | 1,238 | $239K | Reduce -85.5% |
| UFEB Innovator U.S. Equity Ultra | 0.04% | 7,748 | $239K | New |
| VGK Vanguard Ftse Europe ETF | 0.04% | 3,524 | $237K | Reduce -22.5% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.04% | 3,585 | $234K | Reduce -5.1% |
| OXY Occidental Petroleum Corp. | 0.04% | 3,531 | $230K | Reduce -20.5% |
| BX Blackstone Inc. | 0.04% | 1,730 | $227K | Reduce -2.0% |
| QQQX Nuveen Nasdaq 100 DYN Overwr | 0.04% | 9,197 | $226K | Reduce -5.3% |
| LOW Lowe's Cos Inc. | 0.04% | 879 | $224K | Reduce -11.2% |
| SMB Vaneck Short Muni ETF | 0.04% | 13,123 | $223K | Reduce -27.4% |
| PFF iShares Preferred & Income S | 0.04% | 6,893 | $222K | Add +173.4% |
| ABT Abbott Laboratories | 0.04% | 1,946 | $221K | Reduce -25.5% |
| NEE Nextera Energy Inc. | 0.04% | 3,419 | $219K | Reduce -8.6% |
| AVES Avantis Emerging Markets Val | 0.04% | 4,569 | $217K | Add +0.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.03% | 862 | $215K | Reduce -1.9% |
| ADP Automatic Data Processing | 0.03% | 856 | $215K | New |
| SBUX Starbucks Corp. | 0.03% | 2,308 | $211K | Reduce -10.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.03% | 2,697 | $210K | Reduce -53.3% |
| ADBE Adobe Inc. | 0.03% | 410 | $207K | Reduce -20.4% |
| MO Altria Group Inc. | 0.03% | 4,589 | $205K | Reduce -9.3% |
| DIM Wisdomtree Intl M/C DVD Fund | 0.03% | 3,240 | $204K | Reduce -11.8% |
| PHO Invesco Water Resources ETF | 0.03% | 3,044 | $203K | No change |
| ACWX iShares MSCI Acwi Ex US ETF | 0.03% | 3,642 | $194K | Reduce -23.6% |
| USEP Innovator U.S. Equity Ultra | 0.03% | 5,682 | $187K | No change |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.03% | 10,231 | $186K | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.03% | 812 | $186K | Reduce -46.3% |
| NUEM Nuveen ESG Emerging Markets | 0.03% | 6,699 | $184K | No change |
| SPLV Invesco S&P 500 Low Volatili | 0.03% | 2,697 | $178K | Reduce -6.5% |
| VCIT Vanguard Int-Term Corporate | 0.03% | 2,179 | $175K | Reduce -23.4% |
| SDY SS SPDR S&P Dividend ETF | 0.03% | 1,331 | $175K | Add +0.1% |
| SPEM State Street SP PTF Em ETF | 0.03% | 4,809 | $174K | No change |
| NUHY Nuveen ESG Hi YLD Corp. BND | 0.03% | 8,227 | $174K | Reduce -5.9% |
| XMPT Vaneck Cef Muni Income ETF | 0.03% | 7,856 | $170K | Reduce -18.6% |
| DIVI Franklin International Core | 0.03% | 5,272 | $170K | Reduce -16.6% |
| HBAN Huntington Bancshares Inc. | 0.03% | 11,554 | $163K | Reduce -2.1% |
| IUSV iShares Core S&P U.S. Value | 0.03% | 1,750 | $158K | No change |
| VTWO Vanguard Russell 2000 ETF | 0.03% | 1,850 | $157K | Add +2.8% |
| DFCF Dimensional Core Fixed Inc. | 0.03% | 3,708 | $156K | Reduce -77.4% |
| AVDE Avantis International Equity | 0.02% | 2,400 | $153K | No change |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.02% | 632 | $152K | No change |
| GAL SS Global Allocation ETF | 0.02% | 3,501 | $151K | Reduce -7.4% |
| FDRR Fidelity Div ETF Rise Rates | 0.02% | 3,206 | $149K | No change |
| SCMB Schwab Municipal Bond ETF | 0.02% | 2,862 | $149K | New |
| IWO iShares Russell 2000 Growth | 0.02% | 532 | $144K | Reduce -6.0% |
| PIO Invesco Global Water ETF | 0.02% | 3,232 | $139K | No change |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.02% | 2,122 | $139K | Reduce -84.9% |
| SPLB SS SPDR P Long Term C ETF | 0.02% | 5,684 | $132K | Add +7686.3% |
| VGSH Vanguard Short-Term Treasury | 0.02% | 2,244 | $130K | Add +1754.5% |
| IWN iShares Russell 2000 Value E | 0.02% | 818 | $130K | No change |
| FLTR Vaneck Ig Floating Rate ETF | 0.02% | 4,900 | $125K | Add +104.2% |
| DUHP Dimensional US High Profi Et | 0.02% | 3,917 | $124K | Reduce -19.1% |
| FV First Trust DW Focus 5 Fund | 0.02% | 2,160 | $124K | Add +0.1% |
| SGOV iShares 0-3 Month Treasury B | 0.02% | 1,221 | $123K | Reduce -50.6% |
| SHM SS SPDR N Ice St Muni ETF | 0.02% | 2,584 | $123K | Reduce -46.0% |
| DFSV Dimensional US Small Cap Val | 0.02% | 4,031 | $121K | Reduce -18.1% |
| GRNB Vaneck Green Bond ETF | 0.02% | 5,058 | $120K | No change |
| XBI SS SPDR S&P Biotech ETF | 0.02% | 1,253 | $119K | Reduce -35.9% |
| BJUN Innovator U.S. Equity Buffer | 0.02% | 3,150 | $118K | Reduce -62.0% |
| BGRN iShares Usd Green Bond ETF | 0.02% | 2,484 | $116K | No change |
| IGA Voya Global Advan & Prem Opp | 0.02% | 12,550 | $113K | Add +4.1% |
| IGPT Invesco AI and Next Gen Soft | 0.02% | 2,494 | $113K | New |
| FLBL Franklin Senior Loan ETF | 0.02% | 4,600 | $113K | No change |
| XBGYX BlackRock Enh Intl DVD TR | 0.02% | 20,238 | $112K | Add +0.0% |
| UJUN Innovator U.S. Equity Ultra | 0.02% | 3,584 | $111K | No change |
| XBOEX BlackRock Enh GLBL DVD TR | 0.02% | 10,564 | $110K | Reduce -9.3% |
| LCTU iShares U.S. Carbon Transiti | 0.02% | 1,914 | $110K | New |
| CIBR First Trust Nasdaq Cybersecu | 0.02% | 1,933 | $109K | New |
| IWV iShares Russell 3000 ETF | 0.02% | 359 | $108K | Reduce -2.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.02% | 2,317 | $100K | Add +101.5% |
| DVY iShares Select Dividend ETF | 0.02% | 807 | $99K | Reduce -21.4% |
| USA Liberty All Star Equity Fund | 0.02% | 13,465 | $96K | New |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.01% | 1,743 | $89K | Reduce -0.7% |
| DTD Wisdomtree US Total Dividend | 0.01% | 1,263 | $89K | Add +25.1% |
| FXL First Trust Technology Alpha | 0.01% | 655 | $88K | New |
| PFXF Vaneck Pref Sec X-Financials | 0.01% | 4,985 | $88K | Add +4.2% |
| PPA Invesco Aerospace & Defense | 0.01% | 860 | $87K | No change |
| MUNI PIMCO Intermediate Municipal | 0.01% | 1,663 | $87K | Reduce -27.5% |
| URTH iShares MSCI World ETF | 0.01% | 600 | $87K | No change |
| FVC First Trust Dorsey Wright DY | 0.01% | 2,488 | $86K | Reduce -14.2% |
| BNOV Innovator U.S. Equity Buffer | 0.01% | 2,300 | $84K | No change |
| BKLN Invesco Senior Loan ETF | 0.01% | 3,915 | $83K | Reduce -25.3% |
| PNOV Innovator U.S. Equity Power | 0.01% | 2,300 | $82K | No change |
| XLRE SS Real Estate Select Sector | 0.01% | 2,006 | $79K | Reduce -0.6% |
| EELV Invesco S&P Emerging Markets | 0.01% | 3,313 | $79K | Reduce -4.8% |
| IYR iShares US Real Estate ETF | 0.01% | 850 | $76K | Reduce -72.4% |
| FALN iShares Fallen Angels ETF | 0.01% | 2,816 | $76K | Reduce -9.5% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.01% | 993 | $69K | No change |
| PDP Invesco Dorsey Wright Moment | 0.01% | 700 | $69K | No change |
| TAN Invesco Solar ETF | 0.01% | 1,494 | $68K | Add +4.7% |
| USXF iShares ESG Advance MSCI USA | 0.01% | 1,485 | $67K | Add +6.8% |
| IXN iShares Global Tech ETF | 0.01% | 896 | $67K | Add +646.7% |
| PTBD Pacer Trendpilot US Bond ETF | 0.01% | 3,223 | $66K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.01% | 1,216 | $65K | Reduce -4.8% |
| XLE SS Energy Select Sector | 0.01% | 678 | $64K | Reduce -37.0% |
| UMAR Innovator U.S. Equity Ultra | 0.01% | 1,800 | $59K | No change |
| GENI Genius Sports Ltd. | 0.01% | 10,000 | $57K | No change |
| VONG Vanguard Russell 1000 Growth | 0.01% | 653 | $57K | No change |
| XLV SS Health Care Select Sector | 0.01% | 369 | $55K | Reduce -58.0% |
| ERTH Invesco MSCI Sustainable Fut | 0.01% | 1,274 | $54K | Add +26.8% |
| PDEC Innovator U.S. Equity Power | 0.01% | 1,416 | $52K | No change |
| IYT iShares US Transportation Et | 0.01% | 712 | $50K | No change |
| AVEM Avantis Emerging Markets Eq | 0.01% | 800 | $46K | Add +60.0% |
| RSPU Invesco S&P 500 Equal Weight | 0.01% | 790 | $45K | No change |
| DEW Wisdomtree Global High Divid | 0.01% | 868 | $44K | Add +74.7% |
| PTMC Pacer Trendpilot US Mid Cap | 0.01% | 1,222 | $44K | No change |
| STLN Starling Oncology Inc. filed as THE ONCOLOGY INSTITUTE INC | 0.01% | 24,126 | $38K | No change |
| DMXF iShares ESG Advanc MSCI Eafe | 0.01% | 547 | $37K | Add +9.6% |
| UDEC Innovator U.S. Equity Ultra | 0.01% | 1,106 | $37K | No change |
| BBUS JPMorgan Betabuilders US Equ | 0.01% | 388 | $37K | New |
| EAGG iShares ESG Aware US Aggrega | 0.01% | 773 | $36K | No change |
| IBB iShares Biotechnology ETF | 0.01% | 263 | $36K | Reduce -60.3% |
| EWG iShares MSCI Germany ETF | 0.01% | 1,105 | $35K | No change |
| HEDJ Wisdomtree Europe Hedged Equ | 0.01% | 724 | $35K | No change |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.01% | 810 | $34K | Add +35.0% |
| IEI iShares 3-7 Year Treasury Bo | 0.01% | 297 | $34K | No change |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.01% | 344 | $34K | No change |
| PAPR Innovator U.S. Equity Power | 0.01% | 1,017 | $34K | No change |
| DISV Dimensional International SM | 0.01% | 1,245 | $34K | Reduce -23.9% |
| XLB SS Materials Select Sector | 0.01% | 363 | $34K | Add +0.3% |
| RDVY First Trust Rising Dividend | 0.01% | 600 | $34K | No change |
| FLG New York Community Bancorp | 0.01% | 10,233 | $33K | No change |
| FLOT iShares Floating Rate Bond E | 0.01% | 640 | $33K | New |
| PIM Franklin Master Interm IT-Ui filed as PUTNAM MASTER INTER INCOME T | 0.01% | 10,000 | $32K | No change |
| IYE iShares U.S. Energy ETF | 0.01% | 652 | $32K | Reduce -76.3% |
| DIHP Dimensional International Hi | 0.01% | 1,151 | $31K | Reduce -25.0% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.00% | 441 | $30K | Reduce -38.1% |
| SPYD SS SPDR P S&P 500 Hi Div ETF | 0.00% | 717 | $29K | Reduce -11.2% |
| SOXQ Invesco PHLX Semiconductor | 0.00% | 750 | $29K | No change |
| COWZ Pacer US Cash Cows 100 ETF | 0.00% | 487 | $28K | Reduce -30.6% |
| MIN Aberdeen Intermediate Inc. FD | 0.00% | 10,000 | $27K | New |
| IDU iShares US Utilities ETF | 0.00% | 306 | $26K | No change |
| FNDC Schwab Fndmnt Intl SM Eq ETF | 0.00% | 700 | $25K | No change |
| LMBS First Trust Low Duration Opp | 0.00% | 505 | $24K | Reduce -16.8% |
| VMBS Vanguard Mortgage-Backed Sec | 0.00% | 525 | $24K | No change |
| IMTB iShares Core 5-10 Year Usd | 0.00% | 555 | $24K | No change |
| CORP PIMCO Inv Grade Corp. BD ETF | 0.00% | 246 | $24K | No change |
| PXF Invesco Rafi Developed Marke | 0.00% | 472 | $23K | Add +4.4% |
| REM iShares Mortgage Real Estate | 0.00% | 1,000 | $23K | New |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 383 | $23K | New |
| SUSB iShares ESG Aware 1-5 Year U | 0.00% | 939 | $23K | Reduce -70.1% |
| JEPI JPMorgan Equity Premium Inco | 0.00% | 397 | $23K | Reduce -24.8% |
| ANGL Vaneck Fallen Angel High YLD | 0.00% | 775 | $22K | No change |
| QYLD Global X Nasd 100 Cov Call | 0.00% | 1,240 | $22K | No change |
| SPMO Invesco S&P 500 Momentum ETF | 0.00% | 276 | $22K | New |
| SCHP Schwab U.S. Tips ETF | 0.00% | 416 | $22K | Reduce -1.9% |
| PGF Invesco Financial Preferred | 0.00% | 1,309 | $20K | No change |
| RPV Invesco S&P 500 Pure Value E | 0.00% | 225 | $20K | No change |
| ICF iShares Select U.S. REIT ETF | 0.00% | 339 | $20K | Add +10.1% |
| EWZ iShares MSCI Brazil ETF | 0.00% | 602 | $20K | Add +45.4% |
| BSV Vanguard Short-Term Bond ETF | 0.00% | 253 | $19K | Reduce -69.9% |
| GDX Vaneck Gold Miners ETF | 0.00% | 596 | $19K | Reduce -3.4% |
| LCTD iShares World Ex U.S. Carbon | 0.00% | 381 | $17K | New |
| VXF Vanguard Extended Market ETF | 0.00% | 98 | $17K | No change |
| FTCS First Trust Capital Strength | 0.00% | 200 | $17K | No change |
| MLPX Global X MLP & Energy Infras | 0.00% | 349 | $17K | No change |
| DRIV Global X Autonomous&elec-ETF | 0.00% | 686 | $17K | No change |
| FMAT Fidelity MSCI Materials Indx | 0.00% | 320 | $17K | No change |
| DFAT Dimensional US Target Value | 0.00% | 304 | $17K | No change |
| GDXJ Vaneck Junior Gold Miners | 0.00% | 423 | $16K | No change |
| VTWG Vanguard Russell 2000 Growth | 0.00% | 74 | $15K | Add +640.0% |
| AGZ iShares Agency Bond ETF | 0.00% | 133 | $14K | No change |
| XLY SS Consumer Disc Select Sect | 0.00% | 76 | $14K | No change |
| IHI iShares U.S. Medical Devices | 0.00% | 234 | $14K | Reduce -88.6% |
| GCOW Pacer Global Cash Cows Divid | 0.00% | 390 | $14K | No change |
| PJUL Innovator U.S. Equity Power | 0.00% | 341 | $13K | No change |
| PAUG Innovator U.S. Equity Power | 0.00% | 350 | $12K | Reduce -90.9% |
| FTXO First Trust Nasdaq Bank ETF | 0.00% | 440 | $12K | No change |
| MINT PIMCO Enhanced Short Maturit | 0.00% | 116 | $12K | New |
| PJUN Innovator U.S. Equity Power | 0.00% | 330 | $11K | No change |
| IDV iShares International Select | 0.00% | 400 | $11K | No change |
| VGIT Vanguard Intermediate-Term T | 0.00% | 187 | $11K | No change |
| JAVA JPMorgan Active Value ETF | 0.00% | 159 | $10K | New |
| FXN First Trust Energy Alphadex | 0.00% | 508 | $10K | New |
| BIV Vanguard Intermediate-Term B | 0.00% | 126 | $10K | Reduce -77.5% |
| UJAN Innovator U.S. Equity Ultra | 0.00% | 263 | $9K | New |
| INDA iShares MSCI India ETF | 0.00% | 183 | $9K | No change |
| BLV Vanguard Long-Term Bond ETF | 0.00% | 123 | $9K | No change |
| PGX Invesco Preferred ETF | 0.00% | 741 | $9K | Reduce -45.4% |
| XMMO Invesco S&P Midcap Momentum | 0.00% | 76 | $9K | New |
| JEMA JPMorgan Activebuilders Emer | 0.00% | 232 | $9K | New |
| EEM iShares MSCI Emerging Market | 0.00% | 198 | $8K | Reduce -98.8% |
| MLN Vaneck Long Muni ETF | 0.00% | 418 | $8K | Reduce -66.7% |
| IWB iShares Russell 1000 ETF | 0.00% | 25 | $7K | Reduce -94.4% |
| MID American Century Mid Cap Gro | 0.00% | 120 | $7K | Reduce -0.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.00% | 59 | $7K | New |
| ICLN iShares Global Clean Energy | 0.00% | 450 | $6K | No change |
| NUBD Nuveen ESG US Aggregate Bond | 0.00% | 283 | $6K | No change |
| BAPR Innovator U.S. Equity Buffer | 0.00% | 150 | $6K | No change |
| BWX SS SPDR BB Intl Treasury BD | 0.00% | 268 | $6K | No change |
| AIVL Wisdomtree US AI Enhanced Va | 0.00% | 58 | $6K | No change |
| UAPR Innovator U.S. Equity Ultra | 0.00% | 200 | $6K | No change |
| ISHG iShares -3 Year Internationa | 0.00% | 80 | $6K | No change |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.00% | 93 | $5K | New |
| FLMB Franklin Municipal Green Bon | 0.00% | 180 | $4K | No change |
| RPG Invesco S&P 500 Pure Growth | 0.00% | 115 | $4K | No change |
| XLC SS Comm Select Sector SPDR | 0.00% | 49 | $4K | New |
| BBHY JPMorgan Betabuilders Usd Hi | 0.00% | 85 | $4K | New |
| XLI SS Industrial Select Sector | 0.00% | 31 | $4K | Reduce -96.5% |
| VLUE iShares MSCI USA Value Facto | 0.00% | 36 | $4K | No change |
| EEMV iShares MSCI Emg MKT Min Vol | 0.00% | 63 | $4K | Reduce -76.8% |
| DEM Wisdomtree Emerging Markets | 0.00% | 78 | $3K | No change |
| DGRW Wisdomtree U.S. Quality Divi | 0.00% | 38 | $3K | No change |
| PBW Invesco Wilderhill Clean Ene | 0.00% | 124 | $3K | No change |
| IDRV iShares Self-Driving Ev&tech | 0.00% | 89 | $3K | No change |
| COPX Global X Copper Miners ETF | 0.00% | 60 | $3K | Add +1.7% |
| RSPT Invesco S&P 500 Equal Weight | 0.00% | 70 | $2K | No change |
| EWT iShares MSCI Taiwan ETF | 0.00% | 50 | $2K | New |
| JPIE JPMorgan Income ETF | 0.00% | 53 | $2K | New |
| USRT iShares Core US REIT ETF | 0.00% | 45 | $2K | Add +2.3% |
| SIL Global X Silver Miners ETF | 0.00% | 87 | $2K | Add +50.0% |
| VTHR Vanguard Russell 3000 | 0.00% | 10 | $2K | No change |
| IBBQ Invesco Nasdaq Biotech ETF | 0.00% | 100 | $2K | New |
| BNDW Vanguard Total World Bond Et | 0.00% | 30 | $2K | No change |
| PAVE Global X US Infrastructure | 0.00% | 48 | $2K | Reduce -2.0% |
| SRVR Pacer Data & Infrastructure | 0.00% | 61 | $2K | New |
| SJNK SS SPDR BB St Hi Yield ETF | 0.00% | 69 | $2K | Reduce -86.9% |
| USHY iShares Broad Usd High Yield | 0.00% | 46 | $2K | Add +2.2% |
| PSP Invesco Global Listed Privat | 0.00% | 25 | $2K | Add +47.1% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 32 | $1K | New |
| IXG iShares Global Financials Et | 0.00% | 16 | $1K | No change |
| BBMC JPM Betabuilders US Mid Cap filed as J P MORGAN EXCHANGE TRADED F | 0.00% | 14 | $1K | New |
| IYLD iShares Morningstar Multi-As | 0.00% | 62 | $1K | No change |
| PXH Inves Rafi Emer MRKT-Usd Inc. | 0.00% | 57 | $1K | No change |
| ESML iShares ESG Aware MSCI USA S | 0.00% | 21 | $846 | No change |