Ishares Core S&p Mid-cap Mutual Fund/sto
(IJH)
|
7.8 |
$33M |
|
145k |
226.23 |
Ishares Core S&p Small-cap Mutual Fund/sto
(IJR)
|
7.8 |
$33M |
|
352k |
92.41 |
Vanguard S&p 500 Etf Mutual Fund/sto
(VOO)
|
6.2 |
$26M |
|
75k |
346.88 |
Apple Common Stock
(AAPL)
|
4.2 |
$18M |
|
128k |
136.72 |
Ishares Core Msci Eafe Mutual Funds Gl
(IEFA)
|
2.9 |
$12M |
|
209k |
58.85 |
Ishares Core Msci Emerging Mutual Funds Gl
(IEMG)
|
2.3 |
$9.6M |
|
196k |
49.06 |
Ishares Core S&p 500 Mutual Fund/sto
(IVV)
|
2.2 |
$9.3M |
|
25k |
379.14 |
SPDR S&P 500 Mutual Fund/sto
(SPY)
|
2.0 |
$8.4M |
|
22k |
377.27 |
Microsoft Corp Common Stock
(MSFT)
|
1.9 |
$7.9M |
|
31k |
256.82 |
Spdr S&p Midcap 400 Mutual Fund/sto
(MDY)
|
1.8 |
$7.5M |
|
18k |
413.52 |
Ishares National Amt-free Muni Mutual Funds/mu
(MUB)
|
1.7 |
$7.0M |
|
66k |
106.36 |
First Trust Low Mutual Fund/gov
(LMBS)
|
1.6 |
$6.6M |
|
137k |
48.30 |
Exxon Mobil Corp Common Stock
(XOM)
|
1.5 |
$6.4M |
|
74k |
85.66 |
Amazon Common Stock
(AMZN)
|
1.4 |
$6.0M |
|
57k |
106.22 |
Vanguard Short-term Corp Bd Idx Mutual Fund/cor
(VCSH)
|
1.4 |
$5.8M |
|
76k |
76.25 |
Vanguard Value Index Mutual Fund/sto
(VTV)
|
1.4 |
$5.8M |
|
44k |
131.88 |
Vanguard Real Estate Etf Mutual Fund/sto
(VNQ)
|
1.3 |
$5.4M |
|
60k |
91.11 |
Ishares Core S&p Total Us Mutual Fund/sto
(ITOT)
|
1.2 |
$5.1M |
|
61k |
83.77 |
Alphabet Common Stock
(GOOGL)
|
1.0 |
$4.3M |
|
2.0k |
2179.42 |
Ishares Russell 1000 Growth Mutual Fund/sto
(IWF)
|
1.0 |
$4.3M |
|
20k |
218.69 |
Ishares Msci Eafe Mutual Funds Gl
(EFA)
|
1.0 |
$4.3M |
|
69k |
62.49 |
Vanguard Mid-cap Etf Mutual Fund/sto
(VO)
|
1.0 |
$4.3M |
|
22k |
196.95 |
Vanguard Total Bond Market Etf Mutual Fund/gov
(BND)
|
1.0 |
$4.0M |
|
54k |
75.26 |
Unitedhealth Group Common Stock
(UNH)
|
1.0 |
$4.0M |
|
7.9k |
513.69 |
Vanguard Small Cap Etf Mutual Fund/sto
(VB)
|
0.9 |
$3.9M |
|
22k |
176.10 |
Alphabet Common Stock
(GOOG)
|
0.9 |
$3.9M |
|
1.8k |
2187.68 |
Abbott Laboratories Common Stock
(ABT)
|
0.9 |
$3.8M |
|
35k |
108.64 |
Abbvie Inc Sr Nt Common Stock
(ABBV)
|
0.8 |
$3.3M |
|
21k |
153.14 |
Ishares St National Amtfree Mutual Funds/mu
(SUB)
|
0.7 |
$3.1M |
|
30k |
104.67 |
Johnson & Johnson Common Stock
(JNJ)
|
0.7 |
$3.1M |
|
18k |
177.50 |
Visa Common Stock
(V)
|
0.7 |
$3.1M |
|
16k |
196.92 |
Chevron Corp Common Stock
(CVX)
|
0.7 |
$3.0M |
|
20k |
144.82 |
Ishares Msci Emerging Markets Mutual Funds Gl
(EEM)
|
0.7 |
$2.8M |
|
71k |
40.09 |
Jp Morgan Chase & Co Common Stock
(JPM)
|
0.7 |
$2.8M |
|
25k |
112.61 |
Pfizer Common Stock
(PFE)
|
0.7 |
$2.8M |
|
53k |
52.44 |
Merck & Co Common Stock
(MRK)
|
0.7 |
$2.8M |
|
30k |
91.19 |
Vanguard Ftse Developed Markets Mutual Fund/sto
(VEA)
|
0.6 |
$2.7M |
|
66k |
40.80 |
Adobe Systems Common Stock
(ADBE)
|
0.6 |
$2.7M |
|
7.3k |
366.05 |
Bank Of America Corp Common Stock
(BAC)
|
0.6 |
$2.6M |
|
85k |
31.14 |
Procter & Gamble Common Stock
(PG)
|
0.6 |
$2.5M |
|
18k |
143.81 |
Home Depot Common Stock
(HD)
|
0.6 |
$2.5M |
|
9.1k |
274.29 |
Accenture Foreign Stock
(ACN)
|
0.6 |
$2.4M |
|
8.7k |
277.69 |
Eli Lilly & Co Common Stock
(LLY)
|
0.6 |
$2.3M |
|
7.2k |
324.27 |
Meta Platforms Common Stock
(META)
|
0.6 |
$2.3M |
|
14k |
161.25 |
Vanguard Energy Etf Mutual Fund/sto
(VDE)
|
0.5 |
$2.3M |
|
23k |
99.45 |
Nextera Energy Common Stock
(NEE)
|
0.5 |
$2.3M |
|
29k |
77.45 |
Verizon Communications Common Stock
(VZ)
|
0.5 |
$2.2M |
|
43k |
50.74 |
Philip Morris International Common Stock
(PM)
|
0.5 |
$2.2M |
|
22k |
98.76 |
Ishares Core Total Us Bond Mutual Fund/cor
(AGG)
|
0.5 |
$2.0M |
|
20k |
101.68 |
Mastercard Common Stock
(MA)
|
0.5 |
$2.0M |
|
6.4k |
315.45 |
Ishares Russell 1000 Value Mutual Fund/sto
(IWD)
|
0.5 |
$1.9M |
|
13k |
144.94 |
Pepsico Common Stock
(PEP)
|
0.4 |
$1.9M |
|
11k |
166.63 |
Costco Wholesale Corp Common Stock
(COST)
|
0.4 |
$1.8M |
|
3.8k |
479.41 |
Illinois Tool Works Common Stock
(ITW)
|
0.4 |
$1.8M |
|
10k |
182.20 |
Duke Energy Corp Common Stock
(DUK)
|
0.4 |
$1.8M |
|
17k |
107.19 |
Salesforce Common Stock
(CRM)
|
0.4 |
$1.7M |
|
11k |
165.08 |
Ishares Russell Mid-cap Mutual Fund/sto
(IWR)
|
0.4 |
$1.7M |
|
26k |
64.65 |
Vanguard Small Cap Value Etf Mutual Fund/sto
(VBR)
|
0.4 |
$1.7M |
|
11k |
149.79 |
Vanguard Mid-cap Value Etf Mutual Fund/sto
(VOE)
|
0.4 |
$1.7M |
|
13k |
129.54 |
Energy Select Sector Spdr Fund Mutual Fund/sto
(XLE)
|
0.4 |
$1.6M |
|
23k |
71.52 |
Bank New York Mellon Corp Common Stock
(BK)
|
0.4 |
$1.6M |
|
38k |
41.71 |
Disney Walt Common Stock
(DIS)
|
0.4 |
$1.6M |
|
17k |
94.41 |
Coca Cola Common Stock
(KO)
|
0.4 |
$1.5M |
|
24k |
62.92 |
Hdg Msci Eafe Mutual Fund/sto
(HEFA)
|
0.4 |
$1.5M |
|
48k |
31.81 |
Broadcom Common Stock
(AVGO)
|
0.4 |
$1.5M |
|
3.1k |
485.83 |
Southern Common Stock
(SO)
|
0.4 |
$1.5M |
|
21k |
71.29 |
Nike Common Stock
(NKE)
|
0.4 |
$1.5M |
|
14k |
102.23 |
Ishares Russell 2000 Mutual Fund/sto
(IWM)
|
0.3 |
$1.4M |
|
8.2k |
169.40 |
Comcast Corp Common Stock
(CMCSA)
|
0.3 |
$1.4M |
|
35k |
39.25 |
At&t Common Stock
(T)
|
0.3 |
$1.4M |
|
65k |
20.95 |
Bce Foreign Stock
(BCE)
|
0.3 |
$1.3M |
|
26k |
49.18 |
Nvidia Corp Common Stock
(NVDA)
|
0.3 |
$1.3M |
|
8.3k |
151.65 |
Honeywell International Common Stock
(HON)
|
0.3 |
$1.2M |
|
7.1k |
173.79 |
Dominion Energy Common Stock
(D)
|
0.3 |
$1.2M |
|
15k |
79.79 |
British American Tobacco Foreign Stock
(BTI)
|
0.3 |
$1.2M |
|
28k |
42.93 |
Crown Castle Intl Corp Common Stock
(CCI)
|
0.3 |
$1.2M |
|
7.1k |
168.47 |
Csx Corp Common Stock
(CSX)
|
0.3 |
$1.2M |
|
41k |
29.05 |
Conocophillips Common Stock
(COP)
|
0.3 |
$1.2M |
|
13k |
89.80 |
Mcdonalds Corp Common Stock
(MCD)
|
0.3 |
$1.2M |
|
4.7k |
246.79 |
Zoetis Common Stock
(ZTS)
|
0.3 |
$1.2M |
|
6.7k |
171.90 |
National Grid Foreign Stock
(NGG)
|
0.3 |
$1.1M |
|
16k |
64.69 |
Enbridge Foreign Stock
(ENB)
|
0.3 |
$1.1M |
|
25k |
42.27 |
Micron Technology Common Stock
(MU)
|
0.3 |
$1.0M |
|
19k |
55.27 |
Servicenow Common Stock
(NOW)
|
0.3 |
$1.0M |
|
2.2k |
475.71 |
Eaton Corp Foreign Stock
(ETN)
|
0.2 |
$1.0M |
|
8.1k |
125.96 |
Amgen Common Stock
(AMGN)
|
0.2 |
$1.0M |
|
4.2k |
243.41 |
Schwab Us Reit Etf Mutual Fund/sto
(SCHH)
|
0.2 |
$1.0M |
|
48k |
21.08 |
Gilead Sciences Common Stock
(GILD)
|
0.2 |
$991k |
|
16k |
61.81 |
American Tower Corp Common Stock
(AMT)
|
0.2 |
$987k |
|
3.9k |
255.57 |
Cisco Systems Common Stock
(CSCO)
|
0.2 |
$974k |
|
23k |
42.64 |
Automatic Data Processing Common Stock
(ADP)
|
0.2 |
$968k |
|
4.6k |
210.12 |
Vanguard Emerging Markets Mutual Fund/sto
(VWO)
|
0.2 |
$961k |
|
23k |
41.65 |
Berkshire Hathaway Common Stock
(BRK.B)
|
0.2 |
$938k |
|
3.4k |
272.91 |
Autodesk Common Stock
(ADSK)
|
0.2 |
$937k |
|
5.4k |
172.02 |
Trane Technologies Foreign Stock
(TT)
|
0.2 |
$906k |
|
7.0k |
129.91 |
Vodafone Group Foreign Stock
(VOD)
|
0.2 |
$893k |
|
57k |
15.58 |
Bristol-myers Squibb Common Stock
(BMY)
|
0.2 |
$891k |
|
12k |
77.00 |
Texas Instruments Common Stock
(TXN)
|
0.2 |
$863k |
|
5.6k |
153.64 |
Kimberly Clark Corp Common Stock
(KMB)
|
0.2 |
$832k |
|
6.2k |
135.16 |
Walmart Common Stock
(WMT)
|
0.2 |
$808k |
|
6.6k |
121.65 |
Astrazeneca Foreign Stock
(AZN)
|
0.2 |
$788k |
|
12k |
66.09 |
Taiwan Semiconductor Foreign Stock
(TSM)
|
0.2 |
$779k |
|
9.5k |
81.77 |
International Business Machs Common Stock
(IBM)
|
0.2 |
$766k |
|
5.4k |
141.20 |
Gartner Common Stock
(IT)
|
0.2 |
$760k |
|
3.1k |
241.81 |
Cdn Imperial Bk Foreign Stock
(CM)
|
0.2 |
$757k |
|
16k |
48.53 |
GSK Foreign Stock
|
0.2 |
$743k |
|
17k |
43.56 |
Tesla Common Stock
(TSLA)
|
0.2 |
$741k |
|
1.1k |
673.02 |
Airbnb Common Stock
(ABNB)
|
0.2 |
$732k |
|
8.2k |
89.05 |
Altria Group Common Stock
(MO)
|
0.2 |
$726k |
|
17k |
41.74 |
Vanguard Total Stock Market Etf Mutual Fund/sto
(VTI)
|
0.2 |
$720k |
|
3.8k |
188.73 |
Celanese Corp Common Stock
(CE)
|
0.2 |
$691k |
|
5.9k |
117.54 |
Thermo Fisher Scientific Common Stock
(TMO)
|
0.2 |
$663k |
|
1.2k |
543.00 |
American Electric Power Common Stock
(AEP)
|
0.2 |
$662k |
|
6.9k |
95.88 |
Schwab Charles Corp Common Stock
(SCHW)
|
0.2 |
$658k |
|
10k |
63.14 |
Kroger Common Stock
(KR)
|
0.2 |
$651k |
|
14k |
47.34 |
Spdr S&p 600 Small Cap Mutual Fund/sto
|
0.2 |
$643k |
|
8.0k |
80.03 |
United Parcel Service Common Stock
(UPS)
|
0.2 |
$633k |
|
3.5k |
182.35 |
Lowes Companies Common Stock
(LOW)
|
0.1 |
$608k |
|
3.5k |
174.76 |
Total S A Foreign Stock
(TTE)
|
0.1 |
$604k |
|
12k |
52.66 |
Agilent Technologies Common Stock
(A)
|
0.1 |
$601k |
|
5.1k |
118.82 |
Mondelez Intl Common Stock
(MDLZ)
|
0.1 |
$595k |
|
9.6k |
62.11 |
Paypal Hldgs Common Stock
(PYPL)
|
0.1 |
$585k |
|
8.4k |
69.83 |
Intercontinentalexchange Group Common Stock
(ICE)
|
0.1 |
$563k |
|
6.0k |
93.97 |
Danaher Corp Common Stock
(DHR)
|
0.1 |
$557k |
|
2.2k |
253.41 |
Monster Beverage Corp Common Stock
(MNST)
|
0.1 |
$552k |
|
6.0k |
92.74 |
Williams Companies Common Stock
(WMB)
|
0.1 |
$550k |
|
18k |
31.20 |
General Mills Common Stock
(GIS)
|
0.1 |
$542k |
|
7.2k |
75.46 |
Valero Energy Corp Common Stock
(VLO)
|
0.1 |
$537k |
|
5.1k |
106.21 |
Financial Select Sector Spdrr Mutual Fund/sto
(XLF)
|
0.1 |
$531k |
|
17k |
31.43 |
Yum! Brands Common Stock
(YUM)
|
0.1 |
$531k |
|
4.7k |
113.51 |
Voya Finl Common Stock
(VOYA)
|
0.1 |
$526k |
|
8.8k |
59.56 |
Ppl Corp Common Stock
(PPL)
|
0.1 |
$526k |
|
19k |
27.11 |
Truist Finl Corp Common Stock
(TFC)
|
0.1 |
$514k |
|
11k |
47.47 |
Intuitive Surgical Common Stock
(ISRG)
|
0.1 |
$513k |
|
2.6k |
200.55 |
Raytheon Technologies Corp Common Stock
(RTX)
|
0.1 |
$509k |
|
5.3k |
96.04 |
Deere & Co Common Stock
(DE)
|
0.1 |
$490k |
|
1.6k |
299.33 |
American Express Common Stock
(AXP)
|
0.1 |
$489k |
|
3.5k |
138.49 |
Intel Corp Common Stock
(INTC)
|
0.1 |
$487k |
|
13k |
37.40 |
Huntington Bancshares Common Stock
(HBAN)
|
0.1 |
$477k |
|
40k |
12.03 |
Applied Materials Common Stock
(AMAT)
|
0.1 |
$467k |
|
5.1k |
90.98 |
Lockheed Martin Corp Common Stock
(LMT)
|
0.1 |
$465k |
|
1.1k |
429.76 |
Pnc Financial Services Group Common Stock
(PNC)
|
0.1 |
$456k |
|
2.9k |
157.68 |
Cvs Health Corporation Common Stock
(CVS)
|
0.1 |
$453k |
|
4.9k |
92.75 |
Exelon Corp Common Stock
(EXC)
|
0.1 |
$448k |
|
9.9k |
45.28 |
Ishares S&p Small-cap 600 Growth Mutual Fund/sto
(IJT)
|
0.1 |
$444k |
|
4.2k |
105.44 |
Gallagher Arthur J & Co Common Stock
(AJG)
|
0.1 |
$426k |
|
2.6k |
162.97 |
Ishares Us Energy Mutual Fund/sto
(IYE)
|
0.1 |
$425k |
|
11k |
38.09 |
Cigna Corp Common Stock
(CI)
|
0.1 |
$419k |
|
1.6k |
263.52 |
Tc Energy Corp Foreign Stock
(TRP)
|
0.1 |
$419k |
|
8.1k |
51.81 |
Netflix Common Stock
(NFLX)
|
0.1 |
$411k |
|
2.3k |
175.04 |
Digital Realty Trust Common Stock
(DLR)
|
0.1 |
$411k |
|
3.2k |
129.86 |
Ishares Gold Trust Mutual Fund/sto
(IAU)
|
0.1 |
$410k |
|
12k |
34.30 |
Nucor Corp Common Stock
(NUE)
|
0.1 |
$406k |
|
3.9k |
104.45 |
Unilever Foreign Stock
(UL)
|
0.1 |
$401k |
|
8.8k |
45.79 |
Advanced Micro Devices Common Stock
(AMD)
|
0.1 |
$397k |
|
5.2k |
76.54 |
Ameriprise Financial Common Stock
(AMP)
|
0.1 |
$396k |
|
1.7k |
237.55 |
Align Technology Common Stock
(ALGN)
|
0.1 |
$384k |
|
1.6k |
236.89 |
Illumina Common Stock
(ILMN)
|
0.1 |
$371k |
|
2.0k |
184.21 |
Realty Income Corp Common Stock
(O)
|
0.1 |
$366k |
|
5.4k |
68.34 |
Qualcomm Common Stock
(QCOM)
|
0.1 |
$363k |
|
2.8k |
127.59 |
Ishares Msci Usa Minimum Mutual Fund/sto
(USMV)
|
0.1 |
$363k |
|
5.2k |
70.24 |
Southwest Airlines Common Stock
(LUV)
|
0.1 |
$355k |
|
9.8k |
36.12 |
Clorox Common Stock
(CLX)
|
0.1 |
$350k |
|
2.5k |
140.85 |
Sanofi Foreign Stock
(SNY)
|
0.1 |
$345k |
|
6.9k |
50.21 |
3M Common Stock
(MMM)
|
0.1 |
$340k |
|
2.6k |
129.21 |
Analog Devices Common Stock
(ADI)
|
0.1 |
$331k |
|
2.3k |
145.94 |
Oracle Corp Common Stock
(ORCL)
|
0.1 |
$331k |
|
4.7k |
69.88 |
Wells Fargo & Co Common Stock
(WFC)
|
0.1 |
$328k |
|
8.4k |
39.19 |
Caterpillar Common Stock
(CAT)
|
0.1 |
$313k |
|
1.8k |
178.65 |
Vanguard Information Technology Mutual Fund/sto
(VGT)
|
0.1 |
$312k |
|
955.00 |
326.70 |
Kla-tencor Corp Common Stock
(KLAC)
|
0.1 |
$312k |
|
979.00 |
318.69 |
Us Bancorp Del Common Stock
(USB)
|
0.1 |
$311k |
|
6.8k |
46.05 |
Ishares Short-term Mutual Fund/cor
(IGSB)
|
0.1 |
$306k |
|
6.1k |
50.54 |
Intuit Common Stock
(INTU)
|
0.1 |
$293k |
|
759.00 |
386.03 |
Walgreens Boots Alliance Common Stock
(WBA)
|
0.1 |
$290k |
|
7.7k |
37.90 |
Lennar Corp Common Stock
(LEN)
|
0.1 |
$289k |
|
4.1k |
70.47 |
BP Foreign Stock
(BP)
|
0.1 |
$287k |
|
10k |
28.32 |
Palo Alto Networks Common Stock
(PANW)
|
0.1 |
$280k |
|
567.00 |
493.83 |
Medtronic Foreign Stock
(MDT)
|
0.1 |
$280k |
|
3.1k |
89.60 |
S&p Global Common Stock
(SPGI)
|
0.1 |
$279k |
|
827.00 |
337.36 |
Spdr Gold Shares Mutual Fund/sto
(GLD)
|
0.1 |
$279k |
|
1.7k |
168.38 |
Allstate Corp Common Stock
(ALL)
|
0.1 |
$278k |
|
2.2k |
126.77 |
Motorola Solutions Common Stock
(MSI)
|
0.1 |
$265k |
|
1.3k |
209.65 |
Diageo Foreign Stock
(DEO)
|
0.1 |
$259k |
|
1.5k |
172.76 |
Schwab Strategic Tr Mutual Fund/sto
(SCHX)
|
0.1 |
$255k |
|
5.7k |
44.69 |
Cme Group Common Stock
(CME)
|
0.1 |
$254k |
|
1.2k |
204.51 |
Conagra Brands Common Stock
(CAG)
|
0.1 |
$252k |
|
7.4k |
34.22 |
Lam Research Corp Common Stock
(LRCX)
|
0.1 |
$252k |
|
592.00 |
425.68 |
Synchrony Finl Common Stock
(SYF)
|
0.1 |
$251k |
|
9.1k |
27.59 |
Air Products & Chemicals Common Stock
(APD)
|
0.1 |
$248k |
|
1.0k |
240.08 |
Msci Common Stock
(MSCI)
|
0.1 |
$246k |
|
598.00 |
411.37 |
Docusign Common Stock
(DOCU)
|
0.1 |
$241k |
|
4.2k |
57.46 |
Activision Blizzard Common Stock
|
0.1 |
$232k |
|
3.0k |
77.72 |
Starbucks Corp Common Stock
(SBUX)
|
0.1 |
$231k |
|
3.0k |
76.24 |
The Travelers Companies Common Stock
(TRV)
|
0.1 |
$229k |
|
1.4k |
168.88 |
Lauder Estee Cos Common Stock
(EL)
|
0.1 |
$228k |
|
895.00 |
254.75 |
Ingersoll Rand Common Stock
(IR)
|
0.1 |
$226k |
|
5.4k |
42.14 |
Blackrock Common Stock
(BLK)
|
0.1 |
$225k |
|
370.00 |
608.11 |
Ally Finl Common Stock
(ALLY)
|
0.1 |
$219k |
|
6.5k |
33.56 |
Constellation Brands Common Stock
(STZ)
|
0.1 |
$218k |
|
937.00 |
232.66 |
Elevance Health Common Stock
(ELV)
|
0.1 |
$214k |
|
443.00 |
483.07 |
Ebay Common Stock
(EBAY)
|
0.1 |
$209k |
|
5.0k |
41.64 |
General Electric Common Stock
(GE)
|
0.0 |
$201k |
|
3.2k |
63.65 |
American International Group Common Stock
(AIG)
|
0.0 |
$200k |
|
3.9k |
51.06 |
Apple Hospitality Reit Common Stock
(APLE)
|
0.0 |
$198k |
|
14k |
14.64 |
Blackrock Kelso Capital Corp Mutual Fund/cor
|
0.0 |
$153k |
|
42k |
3.67 |
New York Community Bancorp Common Stock
(NYCB)
|
0.0 |
$104k |
|
11k |
9.10 |
Banco Santander Sa Foreign Stock
(SAN)
|
0.0 |
$29k |
|
10k |
2.83 |