Vanguard World Mega Cap Val Etf
(MGV)
|
13.7 |
$43M |
|
403k |
107.32 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
9.7 |
$31M |
|
393k |
78.09 |
Vanguard World Mega Grwth Ind
(MGK)
|
8.9 |
$28M |
|
119k |
235.40 |
Vanguard World Mega Cap Index
(MGC)
|
5.6 |
$18M |
|
112k |
159.04 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
4.9 |
$16M |
|
289k |
53.85 |
Vanguard Index Fds Growth Etf
(VUG)
|
4.1 |
$13M |
|
45k |
287.60 |
Vanguard Index Fds Small Cp Etf
(VB)
|
2.3 |
$7.4M |
|
35k |
212.51 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
2.3 |
$7.3M |
|
31k |
237.84 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
2.2 |
$7.1M |
|
149k |
47.36 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
2.1 |
$6.6M |
|
93k |
71.39 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
2.0 |
$6.4M |
|
85k |
75.86 |
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
1.9 |
$6.1M |
|
107k |
57.59 |
Fidelity Covington Trust Msci Rl Est Etf
(FREL)
|
1.9 |
$6.0M |
|
185k |
32.39 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.8 |
$5.7M |
|
53k |
107.88 |
Vanguard Index Fds Value Etf
(VTV)
|
1.8 |
$5.7M |
|
38k |
147.78 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
1.7 |
$5.4M |
|
24k |
222.80 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
1.7 |
$5.2M |
|
21k |
248.12 |
Vanguard Index Fds Sm Cp Val Etf
(VBR)
|
1.7 |
$5.2M |
|
30k |
175.94 |
Apple
(AAPL)
|
1.5 |
$4.6M |
|
27k |
174.62 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
1.4 |
$4.5M |
|
94k |
48.03 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
1.4 |
$4.4M |
|
120k |
36.72 |
Vanguard Index Fds Large Cap Etf
(VV)
|
1.3 |
$4.1M |
|
20k |
208.50 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
1.2 |
$3.9M |
|
26k |
149.69 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
1.2 |
$3.7M |
|
49k |
74.81 |
Ssga Active Etf Tr Blackstone Senr
(SRLN)
|
1.1 |
$3.4M |
|
77k |
44.95 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.9 |
$2.7M |
|
25k |
108.36 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.8 |
$2.5M |
|
5.5k |
453.73 |
Ishares Core Msci Emkt
(IEMG)
|
0.8 |
$2.4M |
|
44k |
55.55 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.8 |
$2.4M |
|
11k |
227.69 |
Ishares Tr Mrgstr Md Cp Val
(IMCV)
|
0.7 |
$2.3M |
|
33k |
68.90 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.6 |
$1.8M |
|
3.9k |
451.56 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.5 |
$1.6M |
|
4.4k |
362.58 |
Spdr Ser Tr Portfolio S&p400
(SPMD)
|
0.5 |
$1.6M |
|
34k |
47.17 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.5 |
$1.5M |
|
20k |
77.55 |
Select Sector Spdr Tr Technology
(XLK)
|
0.5 |
$1.5M |
|
9.5k |
158.93 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.5 |
$1.5M |
|
3.6k |
415.23 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.5 |
$1.4M |
|
28k |
51.55 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.4 |
$1.3M |
|
3.7k |
352.97 |
Schwab Strategic Tr Us Reit Etf
(SCHH)
|
0.4 |
$1.3M |
|
51k |
24.88 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.4 |
$1.3M |
|
27k |
46.12 |
Amazon
(AMZN)
|
0.4 |
$1.3M |
|
384.00 |
3260.42 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.4 |
$1.2M |
|
24k |
51.20 |
Willscot Mobil Mini Hldng Com Cl A
(WSC)
|
0.4 |
$1.2M |
|
30k |
39.13 |
Exelon Corporation
(EXC)
|
0.3 |
$1.1M |
|
22k |
47.61 |
Bank of America Corporation
(BAC)
|
0.3 |
$1.1M |
|
26k |
41.21 |
Microsoft Corporation
(MSFT)
|
0.3 |
$1.0M |
|
3.4k |
308.19 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.3 |
$989k |
|
14k |
69.50 |
JPMorgan Chase & Co.
(JPM)
|
0.3 |
$936k |
|
6.9k |
136.32 |
Ishares Tr MRGSTR MD CP GRW
(IMCG)
|
0.3 |
$930k |
|
15k |
64.31 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.3 |
$925k |
|
7.2k |
128.12 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.3 |
$863k |
|
309.00 |
2792.88 |
Ishares Tr MRGSTR SM CP GR
(ISCG)
|
0.3 |
$855k |
|
19k |
44.22 |
Custom Truck One Source *w Exp 01/01/202
(CTOSW)
|
0.2 |
$750k |
|
341k |
2.20 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
0.2 |
$732k |
|
15k |
49.55 |
Pepsi
(PEP)
|
0.2 |
$728k |
|
4.4k |
167.32 |
Tesla Motors
(TSLA)
|
0.2 |
$697k |
|
647.00 |
1077.28 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.2 |
$675k |
|
9.4k |
72.15 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.2 |
$643k |
|
4.1k |
157.71 |
Ishares Tr Core High Dv Etf
(HDV)
|
0.2 |
$627k |
|
5.9k |
106.91 |
Spdr Ser Tr Portfoli S&p1500
(SPTM)
|
0.2 |
$607k |
|
11k |
55.62 |
Meta Platforms Cl A
(META)
|
0.2 |
$599k |
|
2.7k |
222.26 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$559k |
|
201.00 |
2781.09 |
UnitedHealth
(UNH)
|
0.2 |
$558k |
|
1.1k |
510.05 |
Nextera Energy
(NEE)
|
0.2 |
$551k |
|
6.5k |
84.68 |
Vanguard World Fds Energy Etf
(VDE)
|
0.2 |
$498k |
|
4.6k |
107.12 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$498k |
|
3.1k |
162.32 |
Verizon Communications
(VZ)
|
0.2 |
$489k |
|
9.6k |
50.91 |
CSX Corporation
(CSX)
|
0.1 |
$472k |
|
13k |
37.47 |
McKesson Corporation
(MCK)
|
0.1 |
$451k |
|
1.5k |
306.18 |
Ishares Gold Tr Ishares New
(IAU)
|
0.1 |
$439k |
|
12k |
36.85 |
Prologis
(PLD)
|
0.1 |
$436k |
|
2.7k |
161.36 |
Becton, Dickinson and
(BDX)
|
0.1 |
$433k |
|
1.6k |
266.13 |
Constellation Energy
(CEG)
|
0.1 |
$418k |
|
7.4k |
56.29 |
Merck & Co
(MRK)
|
0.1 |
$410k |
|
5.0k |
82.05 |
Consolidated Edison
(ED)
|
0.1 |
$393k |
|
4.1k |
94.72 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$380k |
|
4.6k |
82.70 |
PNC Financial Services
(PNC)
|
0.1 |
$378k |
|
2.1k |
184.21 |
Dominion Resources
(D)
|
0.1 |
$368k |
|
4.3k |
84.95 |
Ishares Tr U.s. Fin Svc Etf
(IYG)
|
0.1 |
$359k |
|
2.0k |
180.22 |
Vanguard World Fds Inf Tech Etf
(VGT)
|
0.1 |
$355k |
|
852.00 |
416.67 |
Procter & Gamble Company
(PG)
|
0.1 |
$350k |
|
2.3k |
152.77 |
Schwab Strategic Tr Intl Sceqt Etf
(SCHC)
|
0.1 |
$345k |
|
9.1k |
37.96 |
Pfizer
(PFE)
|
0.1 |
$345k |
|
6.7k |
51.78 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.1 |
$344k |
|
702.00 |
490.03 |
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.1 |
$343k |
|
4.6k |
74.37 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.1 |
$328k |
|
2.6k |
124.67 |
Southern Company
(SO)
|
0.1 |
$327k |
|
4.5k |
72.49 |
Evergy
(EVRG)
|
0.1 |
$323k |
|
4.7k |
68.30 |
Honeywell International
(HON)
|
0.1 |
$313k |
|
1.6k |
194.53 |
Lowe's Companies
(LOW)
|
0.1 |
$311k |
|
1.5k |
202.08 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$309k |
|
1.1k |
286.38 |
Johnson & Johnson
(JNJ)
|
0.1 |
$297k |
|
1.7k |
177.10 |
Vanguard World Fds Financials Etf
(VFH)
|
0.1 |
$294k |
|
3.2k |
93.33 |
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$292k |
|
817.00 |
357.41 |
Duke Energy Corp Com New
(DUK)
|
0.1 |
$280k |
|
2.5k |
111.78 |
Best Buy
(BBY)
|
0.1 |
$279k |
|
3.1k |
90.79 |
Schwab Strategic Tr Us Brd Mkt Etf
(SCHB)
|
0.1 |
$276k |
|
5.2k |
53.48 |
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.1 |
$274k |
|
5.8k |
47.36 |
NVIDIA Corporation
(NVDA)
|
0.1 |
$270k |
|
988.00 |
273.28 |
Yum! Brands
(YUM)
|
0.1 |
$270k |
|
2.3k |
118.68 |
Eversource Energy
(ES)
|
0.1 |
$268k |
|
3.0k |
88.04 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.1 |
$265k |
|
3.2k |
82.30 |
Home Depot
(HD)
|
0.1 |
$263k |
|
877.00 |
299.89 |
Union Pacific Corporation
(UNP)
|
0.1 |
$261k |
|
954.00 |
273.58 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.1 |
$261k |
|
2.1k |
123.93 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.1 |
$259k |
|
5.1k |
50.54 |
Spdr Ser Tr Nuveen Bloomberg
(HYMB)
|
0.1 |
$257k |
|
4.7k |
55.15 |
Visa Com Cl A
(V)
|
0.1 |
$254k |
|
1.1k |
221.64 |
Danaher Corporation
(DHR)
|
0.1 |
$254k |
|
866.00 |
293.30 |
Arch Cap Group Ord
(ACGL)
|
0.1 |
$246k |
|
5.1k |
48.38 |
Deere & Company
(DE)
|
0.1 |
$236k |
|
567.00 |
416.23 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$232k |
|
403.00 |
575.68 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.1 |
$230k |
|
2.1k |
112.14 |
Abbvie
(ABBV)
|
0.1 |
$225k |
|
1.4k |
161.87 |
Nike CL B
(NKE)
|
0.1 |
$216k |
|
1.6k |
134.41 |
Qualcomm
(QCOM)
|
0.1 |
$215k |
|
1.4k |
152.48 |
Chevron Corporation
(CVX)
|
0.1 |
$213k |
|
1.3k |
163.09 |
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$211k |
|
1.7k |
126.73 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.1 |
$208k |
|
2.7k |
77.90 |
Select Sector Spdr Tr Financial
(XLF)
|
0.1 |
$203k |
|
5.3k |
38.37 |
Custom Truck One Source Com Cl A
(CTOS)
|
0.1 |
$181k |
|
22k |
8.38 |
Concert Pharmaceuticals I equity
|
0.0 |
$155k |
|
46k |
3.37 |
Liberty All Star Equity Sh Ben Int
(USA)
|
0.0 |
$115k |
|
14k |
8.11 |
Cel-sci Corp Com Par New
(CVM)
|
0.0 |
$41k |
|
11k |
3.90 |
Catalyst Biosciences Com New
|
0.0 |
$12k |
|
18k |
0.67 |
Aea-bridges Impact Corp *w Exp 09/19/202
|
0.0 |
$9.0k |
|
12k |
0.78 |
Doma Holdings *w Exp 07/28/202
(DOMAW)
|
0.0 |
$7.0k |
|
19k |
0.37 |