iShares Russell 1000 Index
(IWB)
|
18.1 |
$97M |
|
366k |
264.43 |
Invesco Exchange Traded Fd T ftse rafi 1000
(PRF)
|
12.9 |
$69M |
|
403k |
171.70 |
Vanguard Europe Pacific ETF
(VEA)
|
11.5 |
$62M |
|
1.2M |
51.06 |
iShares MSCI EAFE Index Fund
(EFA)
|
6.7 |
$36M |
|
454k |
78.68 |
Ishares Tr cmn
(STIP)
|
5.9 |
$32M |
|
297k |
105.88 |
Vanguard Emerging Markets ETF
(VWO)
|
5.1 |
$28M |
|
555k |
49.46 |
Invesco Exchange Traded Fd T ftse rafi 1500
(PRFZ)
|
4.9 |
$26M |
|
136k |
191.71 |
J P Morgan Exchange Traded F ultra shrt
(JPST)
|
3.3 |
$18M |
|
353k |
50.48 |
PIMCO Enhanced Short Mat Str Fund ETF
(MINT)
|
2.9 |
$15M |
|
151k |
101.56 |
Vanguard Short-Term Bond ETF
(BSV)
|
2.8 |
$15M |
|
185k |
80.83 |
iShares MSCI Emerging Markets Indx
(EEM)
|
2.1 |
$11M |
|
225k |
48.85 |
iShares Russell 2000 Index
(IWM)
|
1.9 |
$10M |
|
47k |
222.45 |
Apple
(AAPL)
|
1.9 |
$10M |
|
56k |
177.57 |
iShares Russell 1000 Growth Index
(IWF)
|
1.5 |
$8.0M |
|
26k |
305.57 |
iShares Lehman Aggregate Bond
(AGG)
|
1.4 |
$7.2M |
|
63k |
114.08 |
Vanguard Total World Stock Idx
(VT)
|
1.2 |
$6.5M |
|
60k |
107.44 |
iShares Russell 1000 Value Index
(IWD)
|
1.2 |
$6.4M |
|
38k |
167.94 |
Lowe's Companies
(LOW)
|
1.2 |
$6.3M |
|
24k |
258.49 |
Vanguard Scottsdale Fds cmn
(VONE)
|
1.1 |
$6.1M |
|
28k |
218.86 |
Ishares Core Msci Eafe Etf core msci eafe
(IEFA)
|
1.0 |
$5.5M |
|
73k |
74.64 |
Truist Financial Corp equities
(TFC)
|
0.8 |
$4.3M |
|
74k |
58.56 |
Microsoft Corporation
(MSFT)
|
0.7 |
$3.6M |
|
11k |
336.30 |
Vanguard Total Stock Market ETF
(VTI)
|
0.5 |
$2.5M |
|
10k |
241.43 |
Vanguard Malvern Fds strm infproidx
(VTIP)
|
0.4 |
$2.1M |
|
41k |
51.39 |
iShares Barclays TIPS Bond Fund
(TIP)
|
0.4 |
$2.1M |
|
16k |
129.18 |
Cadence Bank
(CADE)
|
0.3 |
$1.8M |
|
62k |
29.79 |
Vanguard Total Bond Market ETF
(BND)
|
0.3 |
$1.8M |
|
22k |
84.75 |
iShares FTSE KLD 400 Social Idx
(DSI)
|
0.3 |
$1.7M |
|
18k |
92.92 |
Vanguard Value ETF
(VTV)
|
0.3 |
$1.5M |
|
9.9k |
147.12 |
Ishares Inc core msci emkt
(IEMG)
|
0.3 |
$1.4M |
|
23k |
59.87 |
iShares S&P 500 Index
(IVV)
|
0.2 |
$1.3M |
|
2.8k |
476.85 |
Ishares Tr core msci intl
(IDEV)
|
0.2 |
$1.3M |
|
19k |
67.56 |
Duke Energy
(DUK)
|
0.2 |
$1.1M |
|
11k |
104.86 |
Alphabet Inc Class C cs
(GOOG)
|
0.2 |
$1.1M |
|
393.00 |
2893.13 |
Vanguard Scottsdale Fds vng rus2000idx
(VTWO)
|
0.2 |
$1.0M |
|
12k |
89.77 |
iShares S&P 500 Growth Index
(IVW)
|
0.2 |
$905k |
|
11k |
83.70 |
PIMCO 1-5 Year US TIPS Index Fund
(STPZ)
|
0.2 |
$904k |
|
16k |
55.18 |
Home Depot
(HD)
|
0.2 |
$890k |
|
2.1k |
415.11 |
Johnson & Johnson
(JNJ)
|
0.2 |
$881k |
|
5.2k |
171.07 |
Bank of America Corporation
(BAC)
|
0.2 |
$860k |
|
19k |
44.51 |
Alphabet Inc Class A cs
(GOOGL)
|
0.2 |
$858k |
|
296.00 |
2898.65 |
Ishares Tr trs flt rt bd
(TFLO)
|
0.1 |
$768k |
|
15k |
50.29 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$747k |
|
4.7k |
158.36 |
Coca-Cola Company
(KO)
|
0.1 |
$731k |
|
12k |
59.19 |
Halozyme Therapeutics
(HALO)
|
0.1 |
$722k |
|
18k |
40.22 |
Intel Corporation
(INTC)
|
0.1 |
$647k |
|
13k |
51.52 |
Morgan Stanley
(MS)
|
0.1 |
$640k |
|
6.5k |
98.16 |
Cisco Systems
(CSCO)
|
0.1 |
$627k |
|
9.9k |
63.33 |
Berkshire Hathaway
(BRK.B)
|
0.1 |
$614k |
|
2.1k |
298.78 |
Facebook Inc cl a
(META)
|
0.1 |
$614k |
|
1.8k |
336.44 |
Allstate Corporation
(ALL)
|
0.1 |
$612k |
|
5.2k |
117.69 |
Oneok
(OKE)
|
0.1 |
$588k |
|
10k |
58.80 |
Vanguard Scottsdale Fds cmn
(VTHR)
|
0.1 |
$576k |
|
2.7k |
215.65 |
Wal-Mart Stores
(WMT)
|
0.1 |
$572k |
|
4.0k |
144.81 |
3M Company
(MMM)
|
0.1 |
$568k |
|
3.2k |
177.56 |
Park National Corporation
(PRK)
|
0.1 |
$562k |
|
4.1k |
137.34 |
TowneBank
(TOWN)
|
0.1 |
$555k |
|
18k |
31.61 |
Spdr S&p 500 Etf
(SPY)
|
0.1 |
$551k |
|
1.2k |
475.00 |
South State Corporation
(SSB)
|
0.1 |
$521k |
|
6.5k |
80.15 |
Target Corporation
(TGT)
|
0.1 |
$520k |
|
2.2k |
231.52 |
International Business Machines
(IBM)
|
0.1 |
$439k |
|
3.3k |
133.64 |
Wells Fargo & Company
(WFC)
|
0.1 |
$425k |
|
8.9k |
48.01 |
Sonoco Products Company
(SON)
|
0.1 |
$411k |
|
7.1k |
57.87 |
Public Service Enterprise
(PEG)
|
0.1 |
$400k |
|
6.0k |
66.67 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$400k |
|
6.5k |
61.14 |
Dominion Resources
(D)
|
0.1 |
$396k |
|
5.0k |
78.56 |
Dimensional Etf Trust
(DFAC)
|
0.1 |
$395k |
|
14k |
28.98 |
iShares Dow Jones Select Dividend
(DVY)
|
0.1 |
$394k |
|
3.2k |
122.51 |
Yum! Brands
(YUM)
|
0.1 |
$367k |
|
2.6k |
138.75 |
Vanguard Small-Cap Value ETF
(VBR)
|
0.1 |
$364k |
|
2.0k |
178.87 |
Tesla Motors
(TSLA)
|
0.1 |
$361k |
|
342.00 |
1055.56 |
Ishares Inc msci em esg se
(ESGE)
|
0.1 |
$353k |
|
8.9k |
39.70 |
Discover Financial Services
(DFS)
|
0.1 |
$347k |
|
3.0k |
115.63 |
Ishares Tr msci eafe esg
(ESGD)
|
0.1 |
$346k |
|
4.4k |
79.36 |
iShares Russell 2000 Growth Index
(IWO)
|
0.1 |
$345k |
|
1.2k |
293.12 |
iShares S&P Growth Allocation Fund
(AOR)
|
0.1 |
$341k |
|
6.0k |
57.11 |
iShares Russell Midcap Index Fund
(IWR)
|
0.1 |
$340k |
|
4.1k |
82.97 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$334k |
|
589.00 |
567.06 |
Pepsi
(PEP)
|
0.1 |
$332k |
|
1.9k |
173.64 |
iShares Dow Jones US Financial Svc.
(IYG)
|
0.1 |
$328k |
|
1.7k |
192.94 |
Accenture
(ACN)
|
0.1 |
$327k |
|
789.00 |
414.45 |
Global Payments
(GPN)
|
0.1 |
$317k |
|
2.3k |
135.12 |
Live Oak Bancshares
(LOB)
|
0.1 |
$313k |
|
3.6k |
87.24 |
iShares Cohen & Steers Realty Maj.
(ICF)
|
0.1 |
$307k |
|
4.0k |
75.97 |
iShares Russell Midcap Value Index
(IWS)
|
0.1 |
$306k |
|
2.5k |
122.55 |
SPDR S&P Homebuilders
(XHB)
|
0.1 |
$302k |
|
3.5k |
85.89 |
Enbridge
(ENB)
|
0.1 |
$300k |
|
7.7k |
39.12 |
Nike
(NKE)
|
0.1 |
$296k |
|
1.8k |
166.95 |
Invesco Exchange Traded Fd T s&p500 eql tec
(RSPT)
|
0.1 |
$287k |
|
885.00 |
324.29 |
Ishares Inc msci world idx
(URTH)
|
0.1 |
$287k |
|
2.1k |
135.44 |
Procter & Gamble Company
(PG)
|
0.1 |
$286k |
|
1.7k |
163.80 |
First Trust NASDAQ Clean Edge Green
(QCLN)
|
0.1 |
$283k |
|
4.2k |
67.91 |
iShares Dow Jones US Healthcare
(IYH)
|
0.1 |
$278k |
|
926.00 |
300.22 |
iShares Gold Trust
(IAU)
|
0.1 |
$273k |
|
7.8k |
34.79 |
Danaher Corporation
(DHR)
|
0.0 |
$260k |
|
789.00 |
329.53 |
Williams Companies
(WMB)
|
0.0 |
$260k |
|
10k |
26.00 |
NVIDIA Corporation
(NVDA)
|
0.0 |
$254k |
|
864.00 |
293.98 |
salesforce
(CRM)
|
0.0 |
$254k |
|
1.0k |
254.00 |
Union Pacific Corporation
(UNP)
|
0.0 |
$247k |
|
981.00 |
251.78 |
F5 Networks
(FFIV)
|
0.0 |
$245k |
|
1.0k |
245.00 |
FactSet Research Systems
(FDS)
|
0.0 |
$243k |
|
500.00 |
486.00 |
UnitedHealth
(UNH)
|
0.0 |
$240k |
|
477.00 |
503.14 |
Vanguard Mid-Cap Growth ETF
(VOT)
|
0.0 |
$234k |
|
919.00 |
254.62 |
iShares Russell 3000 Index
(IWV)
|
0.0 |
$225k |
|
811.00 |
277.44 |
SPDR Gold Trust
(GLD)
|
0.0 |
$221k |
|
1.3k |
171.19 |
Raymond James Financial
(RJF)
|
0.0 |
$219k |
|
2.2k |
100.41 |
Nextera Energy
(NEE)
|
0.0 |
$218k |
|
2.3k |
93.52 |
Merck & Co
(MRK)
|
0.0 |
$217k |
|
2.8k |
76.65 |
Vanguard Small-Cap Growth ETF
(VBK)
|
0.0 |
$200k |
|
711.00 |
281.29 |
Pimco Energy & Tactical
(PDX)
|
0.0 |
$130k |
|
10k |
12.89 |
Vpc Impact Acquisition Hld-a Call Option
|
0.0 |
$17k |
|
200k |
0.09 |