Ishares Core S&p 500 Etf Other
(IVV)
|
12.0 |
$76M |
|
236k |
323.24 |
Ishares Core Msci Eafe Etf Other
(IEFA)
|
6.2 |
$39M |
|
602k |
65.24 |
Schwab Strategic Tr Other
(SCHX)
|
5.8 |
$37M |
|
484k |
76.81 |
Ishares 3-7 Year Treasury Bond Other
(IEI)
|
5.8 |
$37M |
|
293k |
125.75 |
Ishares Intermediate Term Corp Other
(IGIB)
|
5.6 |
$36M |
|
613k |
57.98 |
Ishares Core S&p Small-cap Etf Other
(IJR)
|
5.4 |
$35M |
|
414k |
83.85 |
Ishares Core S&p Mid-cap Etf Other
(IJH)
|
5.3 |
$34M |
|
164k |
205.82 |
Schwab Short Term Us Treasury Other
(SCHO)
|
4.5 |
$29M |
|
567k |
50.48 |
Schwab Us Aggregate Bond Etf Other
(SCHZ)
|
3.6 |
$23M |
|
430k |
53.43 |
Ishares Short-term Corporate B Other
(IGSB)
|
3.3 |
$21M |
|
394k |
53.63 |
Vanguard Ftse Emerging Markets Other
(VWO)
|
2.7 |
$17M |
|
382k |
44.47 |
Schwab Intl Equity Etf Other
(SCHF)
|
2.0 |
$13M |
|
381k |
33.63 |
Schwab Intermediate Term-us Other
(SCHR)
|
1.7 |
$11M |
|
200k |
54.93 |
Schwab Us Mid Cap Etf Other
(SCHM)
|
1.6 |
$10M |
|
168k |
60.15 |
Schwab Us Small Cap Etf Other
(SCHA)
|
1.6 |
$10M |
|
132k |
75.64 |
Invesco Taxable Municipal Bond Other
(BAB)
|
1.5 |
$9.9M |
|
312k |
31.67 |
Vanguard S&p 500 Etf Other
(VOO)
|
1.4 |
$8.7M |
|
30k |
295.80 |
Schwab Us Reit Etf Other
(SCHH)
|
1.2 |
$7.6M |
|
166k |
45.96 |
Apple Common Stock
(AAPL)
|
1.1 |
$6.7M |
|
23k |
293.67 |
Schwab Emerging Markets Etf Other
(SCHE)
|
0.9 |
$5.5M |
|
200k |
27.37 |
Jp Morgan Chase & Co Common Stock
(JPM)
|
0.6 |
$4.1M |
|
30k |
139.41 |
Microsoft Corp Common Stock
(MSFT)
|
0.6 |
$4.1M |
|
26k |
157.69 |
Verizon Communications Common Stock
(VZ)
|
0.6 |
$3.9M |
|
63k |
61.40 |
Vanguard Ftse Developed Market Other
(VEA)
|
0.6 |
$3.5M |
|
80k |
44.06 |
Johnson & Johnson Common Stock
(JNJ)
|
0.5 |
$3.5M |
|
24k |
145.89 |
Pepsico Common Stock
(PEP)
|
0.5 |
$3.0M |
|
22k |
136.68 |
Bristol Myers Squibb Common Stock
(BMY)
|
0.5 |
$3.0M |
|
47k |
64.19 |
Ishares Dj Intl Epac Select Di Other
(IDV)
|
0.4 |
$2.8M |
|
83k |
33.57 |
Ishares Core U.s. Aggregate Bo Other
(AGG)
|
0.4 |
$2.7M |
|
24k |
112.35 |
Exxonmobil Corp Common Stock
(XOM)
|
0.4 |
$2.6M |
|
38k |
69.77 |
Vanguard Real Estate Etf Other
(VNQ)
|
0.4 |
$2.6M |
|
28k |
92.77 |
Utilities Select Sector Spdr Other
(XLU)
|
0.4 |
$2.6M |
|
40k |
64.61 |
Ishares Nasdaq Biotech Etf Other
(IBB)
|
0.4 |
$2.6M |
|
21k |
120.51 |
Chevron Corporation Common Stock
(CVX)
|
0.4 |
$2.5M |
|
21k |
120.53 |
Vanguard Tot World Stk Index Other
(VT)
|
0.4 |
$2.5M |
|
31k |
80.99 |
Schwab Us Dvd Equity Etf Other
(SCHD)
|
0.4 |
$2.5M |
|
43k |
57.91 |
Visa Inc Cl A Common Stock
(V)
|
0.4 |
$2.3M |
|
12k |
187.94 |
Technology Select Sect Spdr Other
(XLK)
|
0.4 |
$2.3M |
|
25k |
91.69 |
Enbridge Incorporated Common Stock
(ENB)
|
0.4 |
$2.3M |
|
57k |
39.77 |
Intercontinental Exchange Common Stock
(ICE)
|
0.3 |
$2.2M |
|
24k |
92.56 |
Disney Walt Common Stock
(DIS)
|
0.3 |
$2.2M |
|
15k |
144.65 |
Anthem Common Stock
(ELV)
|
0.3 |
$2.1M |
|
6.9k |
302.08 |
American Water Works Common Stock
(AWK)
|
0.3 |
$2.1M |
|
17k |
122.85 |
At&t Common Stock
(T)
|
0.3 |
$2.1M |
|
53k |
39.08 |
Alphabet Inc Cl A Common Stock
(GOOGL)
|
0.3 |
$2.1M |
|
1.5k |
1339.38 |
Amazon.com Common Stock
(AMZN)
|
0.3 |
$2.0M |
|
1.1k |
1847.61 |
Vanguard Mid-cap Value Index Other
(VOE)
|
0.3 |
$1.9M |
|
16k |
119.19 |
Pimco Inv Grade Corp Bd Etf Other
(CORP)
|
0.3 |
$1.8M |
|
16k |
109.94 |
Walmart Common Stock
(WMT)
|
0.3 |
$1.8M |
|
15k |
118.85 |
Pfizer Common Stock
(PFE)
|
0.3 |
$1.8M |
|
45k |
39.18 |
Consumer Discretionary Selt Other
(XLY)
|
0.3 |
$1.8M |
|
14k |
125.44 |
Applied Materials Common Stock
(AMAT)
|
0.3 |
$1.8M |
|
29k |
61.03 |
Vanguard Small Cap Value Etf Other
(VBR)
|
0.3 |
$1.8M |
|
13k |
137.05 |
Spdr Bloomberg Barclays S/t Bd Other
(SJNK)
|
0.3 |
$1.6M |
|
61k |
26.94 |
Mcdonalds Corp Common Stock
(MCD)
|
0.3 |
$1.6M |
|
8.3k |
197.58 |
Fedex Corporation Common Stock
(FDX)
|
0.3 |
$1.6M |
|
11k |
151.23 |
Intel Corp Common Stock
(INTC)
|
0.3 |
$1.6M |
|
27k |
59.84 |
Phillips 66 Common Stock
(PSX)
|
0.3 |
$1.6M |
|
15k |
111.40 |
Facebook Inc-a Common Stock
(META)
|
0.2 |
$1.6M |
|
7.7k |
205.24 |
Raytheon Company Common Stock
|
0.2 |
$1.6M |
|
7.2k |
219.73 |
Ishares Intermediate Gov/cr Et Other
(GVI)
|
0.2 |
$1.6M |
|
14k |
112.64 |
Berkshire Hathaway Inc-cl B Common Stock
(BRK.B)
|
0.2 |
$1.5M |
|
6.8k |
226.47 |
Ishares Msci Kld 400 Social Et Other
(DSI)
|
0.2 |
$1.5M |
|
12k |
120.11 |
Vanguard Ind Fd Mid-cap Other
(VO)
|
0.2 |
$1.5M |
|
8.2k |
178.23 |
Lowes Cos Common Stock
(LOW)
|
0.2 |
$1.5M |
|
12k |
119.73 |
Ishares National Muni Bond Etf Other
(MUB)
|
0.2 |
$1.4M |
|
13k |
113.88 |
Eaton Corp Common Stock
(ETN)
|
0.2 |
$1.4M |
|
15k |
94.71 |
Lockheed Martin Corp Common Stock
(LMT)
|
0.2 |
$1.4M |
|
3.7k |
389.39 |
Icon Common Stock
(ICLR)
|
0.2 |
$1.4M |
|
8.2k |
172.22 |
Walgreens Boots Alliance Common Stock
(WBA)
|
0.2 |
$1.4M |
|
24k |
58.95 |
Paypal Holdings Common Stock
(PYPL)
|
0.2 |
$1.4M |
|
13k |
108.18 |
Skyworks Solutions Common Stock
(SWKS)
|
0.2 |
$1.4M |
|
12k |
120.88 |
Stryker Corporation Common Stock
(SYK)
|
0.2 |
$1.4M |
|
6.5k |
209.87 |
Ishares S&p Midcap 400/value E Other
(IJJ)
|
0.2 |
$1.3M |
|
7.6k |
170.79 |
Cisco Systems Common Stock
(CSCO)
|
0.2 |
$1.3M |
|
27k |
47.97 |
Vanguard Intm-term Govt Bond F Other
(VGIT)
|
0.2 |
$1.2M |
|
19k |
65.88 |
Constellation Brands Common Stock
(STZ)
|
0.2 |
$1.2M |
|
6.2k |
189.78 |
Tradeweb Markets Inc Cl A Common Stock
(TW)
|
0.2 |
$1.1M |
|
25k |
46.37 |
Vanguard Small-cap Etf Other
(VB)
|
0.2 |
$1.1M |
|
6.9k |
165.70 |
Vmware Common Stock
|
0.2 |
$1.1M |
|
7.3k |
151.77 |
Vanguard Short Term Corp Bond Other
(VCSH)
|
0.2 |
$1.1M |
|
14k |
81.06 |
Automatic Data Processing Common Stock
(ADP)
|
0.2 |
$1.1M |
|
6.4k |
170.48 |
United Technologies Corp Common Stock
|
0.2 |
$1.0M |
|
7.0k |
149.70 |
Spdr S&p 500 Etf Trust Other
(SPY)
|
0.2 |
$1.0M |
|
3.2k |
321.79 |
Charles Schwab Corp Common Stock
(SCHW)
|
0.2 |
$1.0M |
|
21k |
47.54 |
Ishares S&p Smallcap 600/val E Other
(IJS)
|
0.2 |
$986k |
|
6.1k |
160.87 |
Ishares Dj Select Dividend Etf Other
(DVY)
|
0.2 |
$963k |
|
9.1k |
105.64 |
Qualcomm Common Stock
(QCOM)
|
0.1 |
$930k |
|
11k |
88.22 |
Procter & Gamble Common Stock
(PG)
|
0.1 |
$907k |
|
7.3k |
124.87 |
Abbvie Common Stock
(ABBV)
|
0.1 |
$906k |
|
10k |
88.59 |
Materials Select Spdr Fund Other
(XLB)
|
0.1 |
$893k |
|
15k |
61.42 |
Public Storage Inc Reit Other
(PSA)
|
0.1 |
$881k |
|
4.1k |
212.90 |
Ishares S&p Midcap 400/grwth E Other
(IJK)
|
0.1 |
$866k |
|
3.6k |
237.98 |
Coca Cola Common Stock
(KO)
|
0.1 |
$852k |
|
15k |
55.35 |
Schwab Fundamental Em L/c Other
(FNDE)
|
0.1 |
$834k |
|
28k |
29.83 |
Blackrock Inc Cl A Common Stock
(BLK)
|
0.1 |
$833k |
|
1.7k |
502.77 |
Intl. Business Machines Corp Common Stock
(IBM)
|
0.1 |
$816k |
|
6.1k |
134.05 |
Gildan Activewear Inc Cl A Common Stock
(GIL)
|
0.1 |
$811k |
|
28k |
29.53 |
Philip Morris International Common Stock
(PM)
|
0.1 |
$811k |
|
9.5k |
85.09 |
Amgen Common Stock
(AMGN)
|
0.1 |
$810k |
|
3.4k |
241.03 |
Home Depot Common Stock
(HD)
|
0.1 |
$788k |
|
3.6k |
218.31 |
Vanguard Inter Term Corp Bond Other
(VCIT)
|
0.1 |
$761k |
|
8.3k |
91.30 |
Altria Group Common Stock
(MO)
|
0.1 |
$756k |
|
15k |
49.97 |
Nextera Energy Common Stock
(NEE)
|
0.1 |
$753k |
|
3.1k |
242.12 |
Peoples United Financial Common Stock
|
0.1 |
$730k |
|
43k |
16.90 |
Honeywell International Common Stock
(HON)
|
0.1 |
$724k |
|
4.1k |
176.85 |
Merck & Co Common Stock
(MRK)
|
0.1 |
$705k |
|
7.8k |
91.01 |
Ishares Msci Eafe Etf Other
(EFA)
|
0.1 |
$699k |
|
10k |
69.47 |
Cyberark Software Common Stock
(CYBR)
|
0.1 |
$683k |
|
5.9k |
116.51 |
Ishares Core Msci Emerging Other
(IEMG)
|
0.1 |
$636k |
|
12k |
53.79 |
Prudential Finl Common Stock
(PRU)
|
0.1 |
$623k |
|
6.6k |
93.77 |
Illumina Common Stock
(ILMN)
|
0.1 |
$621k |
|
1.9k |
331.55 |
Emerson Elec Common Stock
(EMR)
|
0.1 |
$606k |
|
7.9k |
76.27 |
Schwab Us Tips Etf Other
(SCHP)
|
0.1 |
$599k |
|
11k |
56.66 |
Genuine Parts Common Stock
(GPC)
|
0.1 |
$599k |
|
5.6k |
106.17 |
3M Common Stock
(MMM)
|
0.1 |
$560k |
|
3.2k |
176.20 |
Bank Of America Corp Common Stock
(BAC)
|
0.1 |
$532k |
|
15k |
35.26 |
Lilly Eli & Co Common Stock
(LLY)
|
0.1 |
$531k |
|
4.0k |
131.48 |
Netapp Common Stock
(NTAP)
|
0.1 |
$528k |
|
8.5k |
62.24 |
Ishares Msci India Etf Other
(INDA)
|
0.1 |
$514k |
|
15k |
35.14 |
United Parcel Service Cl B Common Stock
(UPS)
|
0.1 |
$489k |
|
4.2k |
117.02 |
Diageo Plc Spons Common Stock
(DEO)
|
0.1 |
$483k |
|
2.9k |
168.49 |
Waste Management Common Stock
(WM)
|
0.1 |
$474k |
|
4.2k |
113.99 |
Novo Nordisk As Spons Common Stock
(NVO)
|
0.1 |
$458k |
|
7.9k |
57.87 |
Abbott Labs Common Stock
(ABT)
|
0.1 |
$448k |
|
5.2k |
86.85 |
Spdr Nuveen Bloomberg Barclays Other
(SHM)
|
0.1 |
$444k |
|
9.0k |
49.15 |
Archer-daniels-midland Common Stock
(ADM)
|
0.1 |
$427k |
|
9.2k |
46.32 |
Wells Fargo & Co Common Stock
(WFC)
|
0.1 |
$423k |
|
7.9k |
53.85 |
Adobe Common Stock
(ADBE)
|
0.1 |
$403k |
|
1.2k |
329.52 |
Deere & Co Common Stock
(DE)
|
0.1 |
$400k |
|
2.3k |
173.10 |
Paychex Common Stock
(PAYX)
|
0.1 |
$398k |
|
4.7k |
85.08 |
Conocophillips Common Stock
(COP)
|
0.1 |
$379k |
|
5.8k |
64.91 |
Ishares Russell Midcap Etf Other
(IWR)
|
0.1 |
$370k |
|
6.2k |
59.61 |
Valero Energy Corp Common Stock
(VLO)
|
0.1 |
$368k |
|
3.9k |
93.53 |
Abb Ltd Spons Common Stock
(ABBNY)
|
0.1 |
$365k |
|
15k |
24.06 |
Albemarle Corp Common Stock
(ALB)
|
0.1 |
$365k |
|
5.0k |
73.07 |
Ishares Iboxx Inv Grd Corp Bon Other
(LQD)
|
0.1 |
$364k |
|
2.8k |
128.08 |
Csx Corp Common Stock
(CSX)
|
0.1 |
$364k |
|
5.0k |
72.36 |
Cardinal Health Common Stock
(CAH)
|
0.1 |
$359k |
|
7.1k |
50.57 |
Idexx Labs Common Stock
(IDXX)
|
0.1 |
$352k |
|
1.3k |
261.13 |
Palo Alto Networks Common Stock
(PANW)
|
0.1 |
$351k |
|
1.5k |
231.38 |
Comcast Corp-cl A Common Stock
(CMCSA)
|
0.1 |
$347k |
|
7.7k |
45.01 |
Schwab 5-10 Year Corporate B Other
(SCHI)
|
0.1 |
$338k |
|
6.8k |
50.02 |
Ppl Corporation Common Stock
(PPL)
|
0.1 |
$335k |
|
9.3k |
35.85 |
Vanguard Mortgage-backed Sec Other
(VMBS)
|
0.1 |
$332k |
|
6.2k |
53.25 |
Ishares Edge Msci Min Vol Eafe Other
(EFAV)
|
0.1 |
$332k |
|
4.5k |
74.61 |
American Express Common Stock
(AXP)
|
0.1 |
$326k |
|
2.6k |
124.44 |
Costco Wholesale Corp Common Stock
(COST)
|
0.1 |
$321k |
|
1.1k |
293.96 |
Carnival Corp Common Stock
(CCL)
|
0.0 |
$318k |
|
6.3k |
50.83 |
Ishares Barclays 1-3 Year Tr E Other
(SHY)
|
0.0 |
$317k |
|
3.8k |
84.51 |
Cvs Health Corp Common Stock
(CVS)
|
0.0 |
$316k |
|
4.3k |
74.27 |
Ishares S&p Smallcap/600 Growt Other
(IJT)
|
0.0 |
$314k |
|
1.6k |
193.23 |
Unitedhealth Group Common Stock
(UNH)
|
0.0 |
$307k |
|
1.0k |
294.34 |
Ishares Iboxx Usd High Yield Other
(HYG)
|
0.0 |
$302k |
|
3.4k |
88.10 |
Financial Select Sector Spdr Other
(XLF)
|
0.0 |
$296k |
|
9.6k |
30.77 |
Vanguard Info Tech Etf Other
(VGT)
|
0.0 |
$294k |
|
1.2k |
245.00 |
Duke Energy Corp Common Stock
(DUK)
|
0.0 |
$293k |
|
3.2k |
90.73 |
Vanguard S&p Small-cap 600 Etf Other
(VIOO)
|
0.0 |
$292k |
|
1.9k |
152.16 |
Vanguard S&p Mid Cap 400 Etf Other
(IVOO)
|
0.0 |
$287k |
|
2.1k |
138.71 |
Lyondellbasell Industries Nv C Common Stock
(LYB)
|
0.0 |
$287k |
|
3.0k |
94.57 |
Ishares Short-term National Mu Other
(SUB)
|
0.0 |
$279k |
|
2.6k |
106.71 |
General Mls Common Stock
(GIS)
|
0.0 |
$278k |
|
5.2k |
53.54 |
Ingersoll-rand Common Stock
|
0.0 |
$276k |
|
2.1k |
132.95 |
General Electric Corp Common Stock
|
0.0 |
$273k |
|
25k |
11.17 |
Ishares Russell 2000 Growth Et Other
(IWO)
|
0.0 |
$273k |
|
1.3k |
213.95 |
Southern Company Common Stock
(SO)
|
0.0 |
$267k |
|
4.2k |
63.78 |
Ishares Barclays Tips Bond Etf Other
(TIP)
|
0.0 |
$264k |
|
2.3k |
116.40 |
Danaher Corp Common Stock
(DHR)
|
0.0 |
$261k |
|
1.7k |
153.26 |
Alphabet Inc Cl C Common Stock
(GOOG)
|
0.0 |
$257k |
|
192.00 |
1339.51 |
Accenture Plc Cl A Common Stock
(ACN)
|
0.0 |
$255k |
|
1.2k |
210.46 |
Boeing Common Stock
(BA)
|
0.0 |
$248k |
|
760.00 |
326.32 |
Pnc Financial Services Group Common Stock
(PNC)
|
0.0 |
$247k |
|
1.6k |
159.37 |
Health Care Select Sector Spdr Other
(XLV)
|
0.0 |
$243k |
|
2.4k |
101.93 |
Invesco Senior Loan Etf Other
(BKLN)
|
0.0 |
$239k |
|
10k |
22.83 |
Sysco Corp Common Stock
(SYY)
|
0.0 |
$228k |
|
2.7k |
85.53 |
Ishares Russell 2000 Etf Other
(IWM)
|
0.0 |
$222k |
|
1.3k |
165.42 |
Baxter Intl Common Stock
(BAX)
|
0.0 |
$221k |
|
2.6k |
83.55 |
Oneok Common Stock
(OKE)
|
0.0 |
$215k |
|
2.8k |
75.60 |
Banco Santander Sa Spons Common Stock
(SAN)
|
0.0 |
$140k |
|
34k |
4.13 |