Ishares Inc ctr wld minvl
(ACWV)
|
16.9 |
$171M |
|
2.1M |
80.35 |
WisdomTree Emerging Markets Eq
(DEM)
|
7.3 |
$75M |
|
2.3M |
32.26 |
Ishares Inc core msci emkt
(IEMG)
|
6.8 |
$69M |
|
1.7M |
40.47 |
iShares S&P Natl AMTFr Mncpl Bd
(MUB)
|
5.5 |
$56M |
|
491k |
113.02 |
Vanguard Dividend Appreciation ETF
(VIG)
|
5.2 |
$53M |
|
508k |
103.41 |
Vanguard Total Bond Market ETF
(BND)
|
4.6 |
$47M |
|
548k |
85.32 |
iShares Russell 3000 Value Index
(IUSV)
|
4.5 |
$46M |
|
998k |
46.17 |
Vanguard Small-Cap Value ETF
(VBR)
|
3.8 |
$39M |
|
439k |
88.82 |
Vanguard S&p 500 Etf idx
(VOO)
|
3.6 |
$37M |
|
155k |
236.77 |
Vanguard REIT ETF
(VNQ)
|
2.8 |
$28M |
|
401k |
69.82 |
Vanguard Intl Equity Index F glb ex us etf
(VNQI)
|
2.6 |
$26M |
|
611k |
42.91 |
iShares S&P 500 Index
(IVV)
|
2.4 |
$25M |
|
96k |
258.43 |
Apple
(AAPL)
|
2.3 |
$23M |
|
92k |
254.29 |
Spdr S&p 500 Etf
(SPY)
|
2.0 |
$21M |
|
80k |
257.80 |
iShares MSCI EAFE Value Index
(EFV)
|
1.5 |
$16M |
|
438k |
35.69 |
Vanguard Europe Pacific ETF
(VEA)
|
1.4 |
$15M |
|
436k |
33.36 |
Berkshire Hathaway
(BRK.B)
|
1.4 |
$14M |
|
75k |
182.82 |
iShares Russell 1000 Index
(IWB)
|
1.2 |
$13M |
|
89k |
141.52 |
Vanguard FTSE All-World ex-US ETF
(VEU)
|
1.1 |
$11M |
|
265k |
41.01 |
Ishares Core Msci Eafe Etf core msci eafe
(IEFA)
|
1.0 |
$11M |
|
213k |
49.90 |
IQ Hedge Multi-Strategy Tracker
(QAI)
|
1.0 |
$9.8M |
|
346k |
28.47 |
iShares Russell 2000 Index
(IWM)
|
0.9 |
$9.0M |
|
79k |
114.53 |
Financial Select Sector SPDR
(XLF)
|
0.9 |
$8.8M |
|
422k |
20.82 |
Facebook Inc cl a
(META)
|
0.8 |
$8.1M |
|
49k |
166.94 |
iShares Lehman Aggregate Bond
(AGG)
|
0.7 |
$7.2M |
|
63k |
115.38 |
Microsoft Corporation
(MSFT)
|
0.7 |
$6.9M |
|
44k |
157.69 |
iShares Russell 1000 Value Index
(IWD)
|
0.6 |
$5.6M |
|
57k |
99.15 |
Vanguard Total Stock Market ETF
(VTI)
|
0.5 |
$5.3M |
|
41k |
128.91 |
Vanguard Emerging Markets ETF
(VWO)
|
0.5 |
$5.2M |
|
155k |
33.53 |
Johnson & Johnson
(JNJ)
|
0.5 |
$4.8M |
|
37k |
131.16 |
Alphabet Inc Class A cs
(GOOGL)
|
0.5 |
$4.7M |
|
4.1k |
1162.08 |
Procter & Gamble Company
(PG)
|
0.5 |
$4.7M |
|
43k |
109.94 |
Ishares Inc em mkt min vol
(EEMV)
|
0.4 |
$4.3M |
|
92k |
46.91 |
Vanguard Mun Bd Fd Inc tax-exempt bd
(VTEB)
|
0.4 |
$4.2M |
|
79k |
52.91 |
Vanguard Short Term Corporate Bond ETF
(VCSH)
|
0.4 |
$4.1M |
|
51k |
79.18 |
iShares MSCI Emerging Markets Indx
(EEM)
|
0.4 |
$4.0M |
|
118k |
34.13 |
Schwab Strategic Tr us lrg cap etf
(SCHX)
|
0.4 |
$3.8M |
|
62k |
61.24 |
Ishares Tr usa min vo
(USMV)
|
0.3 |
$3.5M |
|
64k |
54.03 |
Vanguard Information Technology ETF
(VGT)
|
0.3 |
$3.3M |
|
15k |
212.01 |
iShares Russell 3000 Index
(IWV)
|
0.3 |
$2.9M |
|
20k |
148.38 |
Pepsi
(PEP)
|
0.3 |
$2.6M |
|
21k |
120.03 |
Ishares Tr eafe min volat
(EFAV)
|
0.2 |
$2.5M |
|
40k |
62.01 |
Alphabet Inc Class C cs
(GOOG)
|
0.2 |
$2.4M |
|
2.1k |
1163.73 |
iShares Dow Jones U.S. Index Fund
(IYY)
|
0.2 |
$2.4M |
|
19k |
126.15 |
Rbc Cad
(RY)
|
0.2 |
$2.3M |
|
38k |
61.51 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$2.2M |
|
25k |
90.22 |
Walt Disney Company
(DIS)
|
0.2 |
$2.1M |
|
22k |
96.55 |
iShares MSCI EAFE Index Fund
(EFA)
|
0.2 |
$2.1M |
|
39k |
53.44 |
Vanguard Intermediate Tm Cpte Bd ETF
(VCIT)
|
0.2 |
$1.9M |
|
22k |
87.11 |
Berkshire Hathaway
(BRK.A)
|
0.2 |
$1.9M |
|
7.00 |
272000.00 |
iShares Russell Midcap Index Fund
(IWR)
|
0.2 |
$1.9M |
|
44k |
43.14 |
iShares Russell 2000 Value Index
(IWN)
|
0.2 |
$1.8M |
|
22k |
81.96 |
Wendy's/arby's Group
(WEN)
|
0.2 |
$1.8M |
|
118k |
14.88 |
Abbott Laboratories
(ABT)
|
0.2 |
$1.7M |
|
22k |
78.88 |
TJX Companies
(TJX)
|
0.2 |
$1.7M |
|
36k |
47.81 |
iShares Lehman Short Treasury Bond
(SHV)
|
0.2 |
$1.7M |
|
15k |
111.03 |
Amazon
(AMZN)
|
0.2 |
$1.6M |
|
845.00 |
1950.30 |
Docusign
(DOCU)
|
0.2 |
$1.5M |
|
17k |
92.42 |
3M Company
(MMM)
|
0.2 |
$1.5M |
|
11k |
136.35 |
salesforce
(CRM)
|
0.1 |
$1.5M |
|
11k |
143.91 |
Sch Us Mid-cap Etf etf
(SCHM)
|
0.1 |
$1.5M |
|
36k |
42.11 |
Schwab Strategic Tr us aggregate b
(SCHZ)
|
0.1 |
$1.4M |
|
25k |
54.24 |
Union Pacific Corporation
(UNP)
|
0.1 |
$1.4M |
|
9.7k |
141.35 |
Cisco Systems
(CSCO)
|
0.1 |
$1.3M |
|
34k |
39.34 |
SPDR DJ International Real Estate ETF
(RWX)
|
0.1 |
$1.3M |
|
49k |
26.75 |
U.S. Bancorp
(USB)
|
0.1 |
$1.3M |
|
37k |
34.45 |
Danaher Corporation
(DHR)
|
0.1 |
$1.2M |
|
9.0k |
138.53 |
Vanguard Small-Cap ETF
(VB)
|
0.1 |
$1.2M |
|
11k |
115.50 |
iShares Russell 2000 Growth Index
(IWO)
|
0.1 |
$1.2M |
|
7.5k |
158.24 |
iShares Russell 1000 Growth Index
(IWF)
|
0.1 |
$1.2M |
|
7.9k |
150.60 |
ISHARES TR MSCI Small Cap msci small cap
(SCZ)
|
0.1 |
$1.2M |
|
26k |
44.77 |
Verizon Communications
(VZ)
|
0.1 |
$1.2M |
|
22k |
53.64 |
Align Technology
(ALGN)
|
0.1 |
$1.1M |
|
6.5k |
174.06 |
Chevron Corporation
(CVX)
|
0.1 |
$1.1M |
|
16k |
72.42 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$1.1M |
|
32k |
33.73 |
Intel Corporation
(INTC)
|
0.1 |
$1.1M |
|
20k |
54.10 |
Merck & Co
(MRK)
|
0.1 |
$1.1M |
|
14k |
76.78 |
Comcast Corporation
(CMCSA)
|
0.1 |
$1.1M |
|
31k |
34.42 |
Vanguard Value ETF
(VTV)
|
0.1 |
$1.1M |
|
12k |
88.97 |
Qualcomm
(QCOM)
|
0.1 |
$1.0M |
|
15k |
67.40 |
SPDR Barclays Capital Convertible SecETF
(CWB)
|
0.1 |
$1.0M |
|
21k |
47.88 |
Raytheon Company
|
0.1 |
$955k |
|
7.3k |
131.20 |
Vanguard Short-Term Bond ETF
(BSV)
|
0.1 |
$948k |
|
12k |
82.06 |
iShares iBoxx $ High Yid Corp Bond
(HYG)
|
0.1 |
$891k |
|
12k |
76.99 |
Vanguard Large-Cap ETF
(VV)
|
0.1 |
$882k |
|
7.5k |
118.39 |
iShares S&P SmallCap 600 Index
(IJR)
|
0.1 |
$877k |
|
16k |
56.11 |
iShares MSCI ACWI Index Fund
(ACWI)
|
0.1 |
$842k |
|
13k |
62.61 |
Wells Fargo & Company
(WFC)
|
0.1 |
$833k |
|
29k |
28.77 |
Spdr Index Shs Fds em qual mix
(QEMM)
|
0.1 |
$828k |
|
18k |
46.80 |
Coca-Cola Company
(KO)
|
0.1 |
$808k |
|
18k |
44.47 |
Sch Fnd Intl Lg Etf
(FNDF)
|
0.1 |
$806k |
|
38k |
21.04 |
Pfizer
(PFE)
|
0.1 |
$793k |
|
24k |
32.66 |
SPDR S&P MidCap 400 ETF
(MDY)
|
0.1 |
$772k |
|
2.9k |
262.85 |
Bank of America Corporation
(BAC)
|
0.1 |
$771k |
|
36k |
21.19 |
Adobe Systems Incorporated
(ADBE)
|
0.1 |
$752k |
|
2.4k |
318.10 |
Invesco S&p 500 Equal Weight Etf
(RSP)
|
0.1 |
$752k |
|
8.9k |
84.05 |
Vanguard Sht Term Govt Bond ETF
(VGSH)
|
0.1 |
$749k |
|
12k |
62.40 |
iShares FTSE EPRA/NAREIT Dev Gl Real ETF
(IFGL)
|
0.1 |
$739k |
|
34k |
21.65 |
Elastic N V ord
(ESTC)
|
0.1 |
$718k |
|
13k |
55.79 |
Schwab Strategic Tr cmn
(SCHV)
|
0.1 |
$708k |
|
16k |
44.20 |
Oracle Corporation
(ORCL)
|
0.1 |
$706k |
|
15k |
48.22 |
Paychex
(PAYX)
|
0.1 |
$705k |
|
11k |
62.99 |
UnitedHealth
(UNH)
|
0.1 |
$679k |
|
2.7k |
248.99 |
Box Inc cl a
(BOX)
|
0.1 |
$676k |
|
48k |
14.06 |
Mkt Vectors Biotech Etf etf
(BBH)
|
0.1 |
$673k |
|
5.3k |
127.66 |
Silgan Holdings
(SLGN)
|
0.1 |
$671k |
|
23k |
29.01 |
Fifth Third Ban
(FITB)
|
0.1 |
$650k |
|
44k |
14.84 |
iShares Dow Jones Select Dividend
(DVY)
|
0.1 |
$645k |
|
8.8k |
73.60 |
Home Depot
(HD)
|
0.1 |
$630k |
|
3.4k |
186.83 |
Visa
(V)
|
0.1 |
$623k |
|
3.9k |
161.36 |
iShares S&P Moderate Allocation Fund ETF
(AOM)
|
0.1 |
$600k |
|
16k |
36.75 |
MasterCard Incorporated
(MA)
|
0.1 |
$595k |
|
2.5k |
241.28 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$583k |
|
15k |
37.82 |
Amgen
(AMGN)
|
0.1 |
$570k |
|
2.8k |
201.70 |
Charter Communications Inc New Cl A cl a
(CHTR)
|
0.1 |
$562k |
|
1.3k |
436.67 |
SPDR S&P Dividend
(SDY)
|
0.1 |
$559k |
|
7.0k |
79.75 |
iShares Dow Jones EPAC Sel Div Ind
(IDV)
|
0.1 |
$558k |
|
25k |
22.57 |
Lowe's Companies
(LOW)
|
0.1 |
$558k |
|
6.5k |
86.12 |
SPDR S&P International Small Cap
(GWX)
|
0.1 |
$540k |
|
24k |
22.75 |
International Business Machines
(IBM)
|
0.1 |
$534k |
|
4.8k |
110.60 |
At&t
(T)
|
0.1 |
$531k |
|
18k |
29.20 |
Nike
(NKE)
|
0.1 |
$531k |
|
6.4k |
82.48 |
Restaurant Brands Intl Inc Com equity / large cap
(QSR)
|
0.1 |
$527k |
|
13k |
39.98 |
Schwab Emerging Markets Equity ETF
(SCHE)
|
0.1 |
$519k |
|
25k |
20.79 |
Doubleline Total Etf etf
(TOTL)
|
0.0 |
$505k |
|
11k |
47.70 |
Abbvie
(ABBV)
|
0.0 |
$499k |
|
6.6k |
76.13 |
Cincinnati Financial Corporation
(CINF)
|
0.0 |
$499k |
|
6.6k |
75.40 |
Vanguard Small-Cap Growth ETF
(VBK)
|
0.0 |
$478k |
|
3.2k |
150.08 |
Illumina
(ILMN)
|
0.0 |
$475k |
|
1.7k |
273.15 |
Paypal Holdings
(PYPL)
|
0.0 |
$468k |
|
4.9k |
95.35 |
Sch Fnd Em Lg Etf schb fdt emk lg
(FNDE)
|
0.0 |
$454k |
|
22k |
20.55 |
Novartis
(NVS)
|
0.0 |
$440k |
|
5.3k |
82.49 |
Vanguard Growth ETF
(VUG)
|
0.0 |
$419k |
|
2.7k |
156.58 |
Wal-Mart Stores
(WMT)
|
0.0 |
$411k |
|
3.6k |
113.13 |
McDonald's Corporation
(MCD)
|
0.0 |
$406k |
|
2.5k |
165.65 |
iShares S&P MidCap 400 Index
(IJH)
|
0.0 |
$403k |
|
2.8k |
143.62 |
Realty Income
(O)
|
0.0 |
$399k |
|
8.0k |
49.66 |
American Express Company
(AXP)
|
0.0 |
$398k |
|
4.7k |
85.32 |
Vanguard High Dividend Yield ETF
(VYM)
|
0.0 |
$392k |
|
5.6k |
70.55 |
SPDR Gold Trust
(GLD)
|
0.0 |
$390k |
|
2.6k |
148.35 |
Vanguard Whitehall Fds Inc emerg mkt bd etf
(VWOB)
|
0.0 |
$382k |
|
5.4k |
70.52 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$381k |
|
6.8k |
55.89 |
Kinder Morgan
(KMI)
|
0.0 |
$378k |
|
27k |
13.90 |
Xcel Energy
(XEL)
|
0.0 |
$376k |
|
6.2k |
60.28 |
Accenture
(ACN)
|
0.0 |
$348k |
|
2.1k |
163.69 |
iShares Russell Midcap Growth Idx.
(IWP)
|
0.0 |
$343k |
|
2.8k |
121.20 |
SPDR DJ Wilshire REIT
(RWR)
|
0.0 |
$339k |
|
4.7k |
72.13 |
iShares MSCI ACWI ex US Index Fund
(ACWX)
|
0.0 |
$335k |
|
8.9k |
37.64 |
iShares S&P 100 Index
(OEF)
|
0.0 |
$329k |
|
2.8k |
118.77 |
Schwab Strategic Tr us dividend eq
(SCHD)
|
0.0 |
$327k |
|
7.3k |
44.89 |
Market Vectors Etf High Yield Muni Index etf
(HYD)
|
0.0 |
$321k |
|
6.1k |
52.22 |
Invesco S&p 500 Equal Wt Hlth Care Etf exchange traded fund
(RSPH)
|
0.0 |
$319k |
|
1.7k |
189.09 |
Invesco Dynamic Software Etf dynmc software
(IGPT)
|
0.0 |
$314k |
|
3.7k |
85.79 |
Truist Financial Corp equities
(TFC)
|
0.0 |
$305k |
|
9.9k |
30.76 |
iShares Dow Jones US Medical Dev.
(IHI)
|
0.0 |
$305k |
|
1.4k |
225.09 |
Vanguard Total World Stock Idx
(VT)
|
0.0 |
$300k |
|
4.8k |
62.75 |
Forty Seven
|
0.0 |
$299k |
|
3.1k |
95.50 |
iShares S&P 500 Growth Index
(IVW)
|
0.0 |
$298k |
|
1.8k |
165.10 |
S&p Global
(SPGI)
|
0.0 |
$295k |
|
1.2k |
246.04 |
Nextera Energy
(NEE)
|
0.0 |
$294k |
|
1.2k |
240.20 |
Huntington Bancshares Incorporated
(HBAN)
|
0.0 |
$293k |
|
36k |
8.22 |
iShares Russell 3000 Growth Index
(IUSG)
|
0.0 |
$280k |
|
4.9k |
57.05 |
Vanguard Materials ETF
(VAW)
|
0.0 |
$276k |
|
2.9k |
95.90 |
General Electric Company
|
0.0 |
$271k |
|
34k |
7.95 |
Costco Wholesale Corporation
(COST)
|
0.0 |
$267k |
|
937.00 |
284.95 |
Becton, Dickinson and
(BDX)
|
0.0 |
$256k |
|
1.1k |
229.39 |
Sempra Energy
(SRE)
|
0.0 |
$245k |
|
2.2k |
112.70 |
Honeywell International
(HON)
|
0.0 |
$240k |
|
1.8k |
133.70 |
iShares Barclays TIPS Bond Fund
(TIP)
|
0.0 |
$233k |
|
2.0k |
117.86 |
Invesco Exchange Traded Fd T s&p500 eql ind
(RSPN)
|
0.0 |
$230k |
|
2.4k |
97.83 |
Clorox Company
(CLX)
|
0.0 |
$224k |
|
1.3k |
172.18 |
Varex Imaging
(VREX)
|
0.0 |
$218k |
|
9.6k |
22.68 |
Rapt Therapeutics
(RAPT)
|
0.0 |
$213k |
|
10k |
21.30 |
Starbucks Corporation
(SBUX)
|
0.0 |
$213k |
|
3.2k |
65.78 |
Enbridge
(ENB)
|
0.0 |
$210k |
|
7.2k |
29.01 |
Gilead Sciences
(GILD)
|
0.0 |
$209k |
|
2.8k |
75.02 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.0 |
$206k |
|
1.1k |
190.39 |
Capital One Financial
(COF)
|
0.0 |
$203k |
|
4.0k |
50.56 |
iShares MSCI EAFE Growth Index
(EFG)
|
0.0 |
$202k |
|
2.8k |
70.90 |
Pure Storage Inc - Class A
(PSTG)
|
0.0 |
$201k |
|
16k |
12.32 |
Dominion Resources
(D)
|
0.0 |
$200k |
|
2.8k |
71.79 |
Marathon Oil Corporation
(MRO)
|
0.0 |
$67k |
|
20k |
3.31 |
Nokia Corporation
(NOK)
|
0.0 |
$63k |
|
20k |
3.08 |
Perceptron
|
0.0 |
$38k |
|
13k |
2.90 |
Hudson Technologies
(HDSN)
|
0.0 |
$10k |
|
14k |
0.72 |