Ishares Tr Us Treas Bd Etf
(GOVT)
|
6.3 |
$20M |
|
767k |
26.19 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
5.0 |
$16M |
|
175k |
90.87 |
Ishares Tr Core S&p500 Etf
(IVV)
|
4.2 |
$13M |
|
34k |
397.82 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
3.3 |
$11M |
|
81k |
130.04 |
Apple
(AAPL)
|
2.9 |
$9.4M |
|
77k |
122.15 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.6 |
$8.4M |
|
34k |
243.03 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
2.6 |
$8.3M |
|
152k |
54.68 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
2.6 |
$8.3M |
|
83k |
100.46 |
Schwab Strategic Tr Sht Tm Us Tres
(SCHO)
|
2.3 |
$7.3M |
|
142k |
51.31 |
Ishares Tr Core Total Usd
(IUSB)
|
2.1 |
$6.8M |
|
130k |
52.75 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
2.0 |
$6.5M |
|
60k |
108.53 |
Ishares Tr Msci Usa Value
(VLUE)
|
2.0 |
$6.5M |
|
64k |
102.46 |
Ishares Tr Mbs Etf
(MBB)
|
2.0 |
$6.4M |
|
59k |
108.41 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
1.9 |
$6.2M |
|
85k |
72.92 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
1.8 |
$5.8M |
|
40k |
147.07 |
Ishares Esg Awr Msci Em
(ESGE)
|
1.7 |
$5.6M |
|
129k |
43.31 |
Merck & Co
(MRK)
|
1.7 |
$5.4M |
|
70k |
77.09 |
Ishares Tr Eafe Value Etf
(EFV)
|
1.6 |
$5.2M |
|
102k |
50.97 |
Aberdeen Std Precious Metals Physcl Pm Basket
(GLTR)
|
1.6 |
$5.1M |
|
55k |
92.67 |
Microsoft Corporation
(MSFT)
|
1.3 |
$4.2M |
|
18k |
235.77 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.3 |
$4.1M |
|
16k |
260.29 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
1.2 |
$3.7M |
|
80k |
46.61 |
JPMorgan Chase & Co.
(JPM)
|
1.1 |
$3.7M |
|
24k |
152.23 |
Schwab Strategic Tr 5 10yr Corp Bd
(SCHI)
|
1.0 |
$3.2M |
|
63k |
51.36 |
Ishares Tr Faln Angls Usd
(FALN)
|
1.0 |
$3.2M |
|
110k |
29.24 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
1.0 |
$3.1M |
|
67k |
45.82 |
At&t
(T)
|
1.0 |
$3.0M |
|
100k |
30.27 |
International Business Machines
(IBM)
|
0.9 |
$3.0M |
|
23k |
133.24 |
First Fndtn
(FFWM)
|
0.9 |
$2.9M |
|
126k |
23.46 |
Johnson & Johnson
(JNJ)
|
0.9 |
$2.9M |
|
18k |
164.33 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.9 |
$2.9M |
|
1.4k |
2062.82 |
Amazon
(AMZN)
|
0.9 |
$2.8M |
|
918.00 |
3093.68 |
Ishares Tr Global Tech Etf
(IXN)
|
0.9 |
$2.8M |
|
9.1k |
307.69 |
Spdr Ser Tr Blomberg Brc Inv
(FLRN)
|
0.8 |
$2.7M |
|
88k |
30.64 |
Pfizer
(PFE)
|
0.8 |
$2.7M |
|
74k |
36.24 |
Ishares Tr Msci Eafe Min Vl
(EFAV)
|
0.8 |
$2.7M |
|
37k |
73.00 |
Schwab Strategic Tr 1 5yr Corp Bd
(SCHJ)
|
0.8 |
$2.7M |
|
52k |
50.99 |
Verizon Communications
(VZ)
|
0.8 |
$2.6M |
|
45k |
58.15 |
Caterpillar
(CAT)
|
0.8 |
$2.5M |
|
11k |
231.91 |
3M Company
(MMM)
|
0.8 |
$2.5M |
|
13k |
192.68 |
Enbridge
(ENB)
|
0.7 |
$2.3M |
|
64k |
36.40 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.3M |
|
11k |
206.66 |
Ishares Tr Msci Usa Mmentm
(MTUM)
|
0.7 |
$2.2M |
|
14k |
160.84 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.7 |
$2.2M |
|
30k |
72.06 |
Intel Corporation
(INTC)
|
0.7 |
$2.1M |
|
33k |
64.01 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
0.6 |
$2.0M |
|
25k |
82.50 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.6 |
$2.0M |
|
985.00 |
2069.04 |
Facebook Cl A
(META)
|
0.6 |
$2.0M |
|
6.8k |
294.50 |
Ishares Tr U.s. Med Dvc Etf
(IHI)
|
0.6 |
$1.9M |
|
5.8k |
330.35 |
Wal-Mart Stores
(WMT)
|
0.6 |
$1.9M |
|
14k |
135.80 |
Chevron Corporation
(CVX)
|
0.6 |
$1.9M |
|
18k |
104.77 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.6 |
$1.8M |
|
45k |
40.69 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.5 |
$1.7M |
|
6.8k |
255.54 |
Ishares Tr 10+ Yr Invst Grd
(IGLB)
|
0.5 |
$1.7M |
|
26k |
66.66 |
Bank of America Corporation
(BAC)
|
0.5 |
$1.6M |
|
43k |
38.69 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$1.6M |
|
4.0k |
396.20 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.5 |
$1.5M |
|
48k |
31.79 |
Ishares Tr Barclays 7 10 Yr
(IEF)
|
0.5 |
$1.5M |
|
13k |
112.96 |
Walt Disney Company
(DIS)
|
0.5 |
$1.4M |
|
7.9k |
184.57 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.5 |
$1.4M |
|
21k |
69.18 |
Abbvie
(ABBV)
|
0.5 |
$1.4M |
|
13k |
108.19 |
Boeing Company
(BA)
|
0.4 |
$1.4M |
|
5.6k |
254.71 |
Cisco Systems
(CSCO)
|
0.4 |
$1.4M |
|
27k |
51.73 |
Glacier Ban
(GBCI)
|
0.4 |
$1.3M |
|
23k |
57.10 |
UnitedHealth
(UNH)
|
0.4 |
$1.3M |
|
3.4k |
372.05 |
Philip Morris International
(PM)
|
0.4 |
$1.2M |
|
14k |
88.72 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
0.4 |
$1.2M |
|
14k |
87.20 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.4 |
$1.2M |
|
19k |
61.18 |
Wp Carey
(WPC)
|
0.4 |
$1.2M |
|
16k |
70.77 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.3 |
$1.1M |
|
11k |
99.70 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.3 |
$1.1M |
|
8.2k |
135.49 |
Qualcomm
(QCOM)
|
0.3 |
$1.1M |
|
8.1k |
132.53 |
Home Depot
(HD)
|
0.3 |
$1.0M |
|
3.4k |
305.35 |
salesforce
(CRM)
|
0.3 |
$1.0M |
|
4.8k |
211.81 |
Enterprise Products Partners
(EPD)
|
0.3 |
$1.0M |
|
46k |
22.02 |
Starbucks Corporation
(SBUX)
|
0.3 |
$992k |
|
9.1k |
109.24 |
CVS Caremark Corporation
(CVS)
|
0.3 |
$984k |
|
13k |
75.26 |
Fidelity Covington Trust Msci Info Tech I
(FTEC)
|
0.3 |
$977k |
|
9.2k |
105.82 |
Ishares U S Etf Tr Blackrock St Mat
(NEAR)
|
0.3 |
$971k |
|
19k |
50.17 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
0.3 |
$908k |
|
7.5k |
121.75 |
Vanguard Malvern Fds Strm Infproidx
(VTIP)
|
0.3 |
$908k |
|
18k |
51.56 |
Truist Financial Corp equities
(TFC)
|
0.3 |
$898k |
|
15k |
58.30 |
Exxon Mobil Corporation
(XOM)
|
0.3 |
$811k |
|
15k |
55.82 |
Netflix
(NFLX)
|
0.2 |
$797k |
|
1.5k |
521.60 |
Gilead Sciences
(GILD)
|
0.2 |
$770k |
|
12k |
64.60 |
FedEx Corporation
(FDX)
|
0.2 |
$738k |
|
2.6k |
284.06 |
Ishares Tr Us Aer Def Etf
(ITA)
|
0.2 |
$735k |
|
7.1k |
104.08 |
Paypal Holdings
(PYPL)
|
0.2 |
$731k |
|
3.0k |
242.70 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.2 |
$711k |
|
2.2k |
319.26 |
Bny Mellon Mun Bd Infrastruc Com Shs
(DMB)
|
0.2 |
$695k |
|
49k |
14.11 |
Visa Com Cl A
(V)
|
0.2 |
$694k |
|
3.3k |
211.84 |
Abbott Laboratories
(ABT)
|
0.2 |
$669k |
|
5.6k |
119.81 |
McDonald's Corporation
(MCD)
|
0.2 |
$665k |
|
3.0k |
224.28 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$643k |
|
6.0k |
107.76 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.2 |
$642k |
|
7.8k |
82.20 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$630k |
|
1.8k |
355.93 |
Amgen
(AMGN)
|
0.2 |
$627k |
|
2.5k |
249.01 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$620k |
|
5.3k |
116.08 |
Nextera Energy
(NEE)
|
0.2 |
$608k |
|
8.0k |
75.62 |
Procter & Gamble Company
(PG)
|
0.2 |
$603k |
|
4.5k |
135.44 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.2 |
$588k |
|
1.6k |
364.54 |
NVIDIA Corporation
(NVDA)
|
0.2 |
$575k |
|
1.1k |
533.89 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.2 |
$559k |
|
22k |
25.49 |
Raytheon Technologies Corp
(RTX)
|
0.2 |
$529k |
|
6.8k |
77.31 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.2 |
$522k |
|
4.0k |
129.82 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.2 |
$514k |
|
4.4k |
117.97 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.2 |
$480k |
|
4.1k |
116.82 |
Bloom Energy Corp Com Cl A
(BE)
|
0.1 |
$468k |
|
17k |
27.06 |
Schwab Strategic Tr Intrm Trm Tres
(SCHR)
|
0.1 |
$452k |
|
8.0k |
56.39 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$425k |
|
1.3k |
329.97 |
Ishares Tr Broad Usd High
(USHY)
|
0.1 |
$423k |
|
10k |
41.22 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.1 |
$418k |
|
7.1k |
59.27 |
Newmont Mining Corporation
(NEM)
|
0.1 |
$417k |
|
6.9k |
60.26 |
Ishares Tr Core Msci Total
(IXUS)
|
0.1 |
$414k |
|
5.9k |
70.32 |
Palo Alto Networks
(PANW)
|
0.1 |
$413k |
|
1.3k |
322.15 |
Invesco Exch Traded Fd Tr Ii Calif Amt Mun
(PWZ)
|
0.1 |
$405k |
|
15k |
27.70 |
Bristol Myers Squibb
(BMY)
|
0.1 |
$400k |
|
6.3k |
63.19 |
Magellan Midstream Prtnrs Com Unit Rp Lp
|
0.1 |
$399k |
|
9.2k |
43.33 |
Ishares Tr U.s. Fin Svc Etf
(IYG)
|
0.1 |
$387k |
|
2.3k |
171.09 |
Altria
(MO)
|
0.1 |
$381k |
|
7.4k |
51.17 |
Citigroup Com New
(C)
|
0.1 |
$379k |
|
5.2k |
72.72 |
Vanguard World Mega Cap Index
(MGC)
|
0.1 |
$368k |
|
2.6k |
140.19 |
Uber Technologies
(UBER)
|
0.1 |
$362k |
|
6.6k |
54.53 |
BlackRock
(BLK)
|
0.1 |
$357k |
|
473.00 |
754.76 |
EOG Resources
(EOG)
|
0.1 |
$357k |
|
4.9k |
72.49 |
Charles Schwab Corporation
(SCHW)
|
0.1 |
$349k |
|
5.4k |
65.15 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$345k |
|
980.00 |
352.04 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$341k |
|
6.2k |
55.28 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$329k |
|
1.8k |
186.61 |
Spdr Ser Tr Portfolio Intrmd
(SPIB)
|
0.1 |
$325k |
|
9.0k |
36.30 |
Regeneron Pharmaceuticals
(REGN)
|
0.1 |
$323k |
|
683.00 |
472.91 |
Cummins
(CMI)
|
0.1 |
$321k |
|
1.2k |
259.29 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$316k |
|
1.4k |
220.67 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.1 |
$312k |
|
6.3k |
49.17 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.1 |
$309k |
|
21k |
15.01 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$303k |
|
3.6k |
84.78 |
Wisdomtree Tr Japn Hedge Eqt
(DXJ)
|
0.1 |
$299k |
|
4.9k |
61.32 |
Fortinet
(FTNT)
|
0.1 |
$299k |
|
1.6k |
184.57 |
Paychex
(PAYX)
|
0.1 |
$294k |
|
3.0k |
98.00 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$290k |
|
1.5k |
188.80 |
Kimberly-Clark Corporation
(KMB)
|
0.1 |
$264k |
|
1.9k |
138.95 |
Realty Income
(O)
|
0.1 |
$253k |
|
4.0k |
63.60 |
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$253k |
|
2.2k |
114.02 |
Medtronic SHS
(MDT)
|
0.1 |
$250k |
|
2.1k |
117.92 |
Lowe's Companies
(LOW)
|
0.1 |
$249k |
|
1.3k |
190.08 |
Ishares Tr 0-5 Yr Tips Etf
(STIP)
|
0.1 |
$249k |
|
2.4k |
105.87 |
SYSCO Corporation
(SYY)
|
0.1 |
$248k |
|
3.2k |
78.73 |
Southern Company
(SO)
|
0.1 |
$245k |
|
3.9k |
62.18 |
Ishares Tr New York Mun Etf
(NYF)
|
0.1 |
$243k |
|
4.2k |
57.76 |
Ishares Tr Rus 1000 Val Etf
(IWD)
|
0.1 |
$237k |
|
1.6k |
151.53 |
Ishares Silver Tr Ishares
(SLV)
|
0.1 |
$225k |
|
9.9k |
22.67 |
Coca-Cola Company
(KO)
|
0.1 |
$220k |
|
4.2k |
52.75 |
Spdr Ser Tr Nuveen Blmbrg Sr
(SHM)
|
0.1 |
$218k |
|
4.4k |
49.55 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$211k |
|
2.8k |
75.74 |
Fidelity Covington Trust Consmr Staples
(FSTA)
|
0.1 |
$208k |
|
5.0k |
41.60 |
Public Service Enterprise
(PEG)
|
0.1 |
$205k |
|
3.4k |
60.29 |
Allstate Corporation
(ALL)
|
0.1 |
$203k |
|
1.8k |
114.88 |
Kinder Morgan
(KMI)
|
0.1 |
$180k |
|
11k |
16.61 |
General Electric Company
|
0.1 |
$170k |
|
13k |
13.16 |
America First Multifamily In Ben Unit Ctf
|
0.0 |
$62k |
|
11k |
5.49 |