iShares Russell 1000 Index
(IWB)
|
14.8 |
$80M |
|
356k |
225.23 |
Invesco Exchange Traded Fd T ftse rafi 1000
(PRF)
|
12.7 |
$69M |
|
440k |
156.78 |
Vanguard Europe Pacific ETF
(VEA)
|
12.2 |
$66M |
|
1.5M |
45.17 |
Ishares Tr trs flt rt bd
(TFLO)
|
6.1 |
$33M |
|
660k |
50.59 |
iShares MSCI EAFE Index Fund
(EFA)
|
5.2 |
$28M |
|
396k |
71.52 |
Vanguard Emerging Markets ETF
(VWO)
|
5.1 |
$28M |
|
691k |
40.40 |
Invesco Exchange Traded Fd T ftse rafi 1500
(PRFZ)
|
4.7 |
$26M |
|
156k |
164.52 |
Ishares Tr cmn
(STIP)
|
4.4 |
$24M |
|
239k |
99.23 |
J P Morgan Exchange Traded F ultra shrt
(JPST)
|
3.0 |
$16M |
|
320k |
50.32 |
Vanguard Short-Term Bond ETF
(BSV)
|
2.8 |
$15M |
|
195k |
76.49 |
PIMCO Enhanced Short Mat Str Fund ETF
(MINT)
|
2.7 |
$15M |
|
148k |
99.25 |
Apple
(AAPL)
|
2.1 |
$12M |
|
70k |
164.90 |
Ishares Core Msci Eafe Etf core msci eafe
(IEFA)
|
1.8 |
$9.7M |
|
145k |
66.85 |
Vanguard Scottsdale Fds cmn
(VONE)
|
1.7 |
$9.4M |
|
50k |
186.33 |
iShares Russell 2000 Index
(IWM)
|
1.6 |
$8.8M |
|
49k |
178.40 |
iShares MSCI Emerging Markets Indx
(EEM)
|
1.4 |
$7.8M |
|
199k |
39.46 |
iShares Lehman Aggregate Bond
(AGG)
|
1.4 |
$7.5M |
|
75k |
99.64 |
iShares Russell 1000 Growth Index
(IWF)
|
1.2 |
$6.7M |
|
27k |
244.33 |
iShares Russell 1000 Value Index
(IWD)
|
1.1 |
$6.0M |
|
40k |
152.26 |
Vanguard Total Bond Market ETF
(BND)
|
0.9 |
$5.0M |
|
68k |
73.83 |
Vanguard Total World Stock Idx
(VT)
|
0.9 |
$5.0M |
|
54k |
92.09 |
Ishares Inc core msci emkt
(IEMG)
|
0.9 |
$4.9M |
|
101k |
48.79 |
Lowe's Companies
(LOW)
|
0.8 |
$4.5M |
|
23k |
199.97 |
Vanguard Malvern Fds strm infproidx
(VTIP)
|
0.8 |
$4.4M |
|
92k |
47.82 |
Ishares Tr core msci intl
(IDEV)
|
0.6 |
$3.2M |
|
53k |
60.47 |
Microsoft Corporation
(MSFT)
|
0.4 |
$2.4M |
|
8.3k |
288.29 |
Truist Financial Corp equities
(TFC)
|
0.4 |
$2.3M |
|
68k |
34.10 |
Vanguard Total Stock Market ETF
(VTI)
|
0.4 |
$2.2M |
|
11k |
204.10 |
iShares Barclays TIPS Bond Fund
(TIP)
|
0.4 |
$2.2M |
|
20k |
110.25 |
Cisco Systems
(CSCO)
|
0.3 |
$1.8M |
|
35k |
52.27 |
Vanguard Scottsdale Fds vng rus2000idx
(VTWO)
|
0.3 |
$1.8M |
|
25k |
72.08 |
Berkshire Hathaway
(BRK.B)
|
0.3 |
$1.8M |
|
5.7k |
308.76 |
Vanguard Value ETF
(VTV)
|
0.3 |
$1.4M |
|
10k |
138.11 |
Vanguard Admiral Fds Inc equity
(VOOV)
|
0.2 |
$1.3M |
|
9.0k |
146.71 |
Cadence Bank
(CADE)
|
0.2 |
$1.3M |
|
62k |
20.76 |
iShares S&P 500 Index
(IVV)
|
0.2 |
$1.3M |
|
3.1k |
411.11 |
PIMCO 1-5 Year US TIPS Index Fund
(STPZ)
|
0.2 |
$1.1M |
|
22k |
51.04 |
Duke Energy
(DUK)
|
0.2 |
$1.1M |
|
11k |
96.47 |
Costco Wholesale Corporation
(COST)
|
0.2 |
$913k |
|
1.8k |
496.78 |
Vanguard Russell 1000 Value Et
(VONV)
|
0.2 |
$870k |
|
13k |
66.81 |
Vanguard Esg U.s. Stock Etf etf
(ESGV)
|
0.2 |
$842k |
|
12k |
71.71 |
Tesla Motors
(TSLA)
|
0.1 |
$810k |
|
3.9k |
207.46 |
Coca-Cola Company
(KO)
|
0.1 |
$783k |
|
13k |
62.03 |
Moderna
(MRNA)
|
0.1 |
$768k |
|
5.0k |
153.58 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$765k |
|
7.0k |
109.67 |
ASM Lithography Holdings Adr
(ASML)
|
0.1 |
$704k |
|
1.0k |
680.71 |
Bank of America Corporation
(BAC)
|
0.1 |
$694k |
|
24k |
28.60 |
Halozyme Therapeutics
(HALO)
|
0.1 |
$686k |
|
18k |
38.19 |
Home Depot
(HD)
|
0.1 |
$667k |
|
2.3k |
295.09 |
iShares S&P 500 Growth Index
(IVW)
|
0.1 |
$659k |
|
10k |
63.89 |
Oneok
(OKE)
|
0.1 |
$635k |
|
10k |
63.54 |
Morgan Stanley
(MS)
|
0.1 |
$578k |
|
6.6k |
87.80 |
Vanguard Esg International Stock Etf etf
(VSGX)
|
0.1 |
$537k |
|
10k |
52.36 |
Park National Corporation
(PRK)
|
0.1 |
$485k |
|
4.1k |
118.57 |
Allstate Corporation
(ALL)
|
0.1 |
$484k |
|
4.4k |
110.81 |
Vanguard Scottsdale Fds cmn
(VTHR)
|
0.1 |
$472k |
|
2.6k |
183.27 |
TowneBank
(TOWN)
|
0.1 |
$466k |
|
18k |
26.65 |
Motorola Solutions
(MSI)
|
0.1 |
$447k |
|
1.6k |
286.13 |
Abbvie
(ABBV)
|
0.1 |
$440k |
|
2.8k |
159.38 |
Spdr S&p 500 Etf
(SPY)
|
0.1 |
$430k |
|
1.1k |
409.24 |
Johnson & Johnson
(JNJ)
|
0.1 |
$399k |
|
2.6k |
155.00 |
Alphabet Inc Class C cs
(GOOG)
|
0.1 |
$389k |
|
3.7k |
104.01 |
International Business Machines
(IBM)
|
0.1 |
$387k |
|
3.0k |
131.09 |
Citigroup
(C)
|
0.1 |
$381k |
|
8.1k |
46.89 |
Public Service Enterprise
(PEG)
|
0.1 |
$375k |
|
6.0k |
62.45 |
iShares Dow Jones Select Dividend
(DVY)
|
0.1 |
$349k |
|
3.0k |
117.20 |
Chevron Corporation
(CVX)
|
0.1 |
$344k |
|
2.1k |
163.13 |
SPDR Gold Trust
(GLD)
|
0.1 |
$344k |
|
1.9k |
183.22 |
Vanguard Small-Cap Value ETF
(VBR)
|
0.1 |
$343k |
|
2.2k |
158.79 |
Enbridge
(ENB)
|
0.1 |
$342k |
|
9.0k |
38.15 |
UnitedHealth
(UNH)
|
0.1 |
$339k |
|
717.00 |
472.59 |
JPMorgan Chase & Co.
(JPM)
|
0.1 |
$336k |
|
2.6k |
130.32 |
iShares Gold Trust
(IAU)
|
0.1 |
$332k |
|
8.9k |
37.37 |
Wells Fargo & Company
(WFC)
|
0.1 |
$330k |
|
8.8k |
37.38 |
Pfizer
(PFE)
|
0.1 |
$312k |
|
7.7k |
40.80 |
Discover Financial Services
(DFS)
|
0.1 |
$297k |
|
3.0k |
98.84 |
iShares Russell Midcap Index Fund
(IWR)
|
0.1 |
$291k |
|
4.2k |
69.92 |
Nike
(NKE)
|
0.1 |
$290k |
|
2.4k |
122.63 |
Armada Hoffler Pptys
(AHH)
|
0.1 |
$288k |
|
24k |
11.81 |
Ishares Tr s^p aggr all
(AOA)
|
0.1 |
$272k |
|
4.3k |
63.59 |
Union Pacific Corporation
(UNP)
|
0.0 |
$269k |
|
1.3k |
201.24 |
Dimensional Etf Trust
(DFAC)
|
0.0 |
$268k |
|
11k |
25.48 |
South State Corporation
(SSB)
|
0.0 |
$266k |
|
3.7k |
71.26 |
iShares Russell Midcap Value Index
(IWS)
|
0.0 |
$265k |
|
2.5k |
106.22 |
Pepsi
(PEP)
|
0.0 |
$263k |
|
1.4k |
182.31 |
iShares Russell 2000 Growth Index
(IWO)
|
0.0 |
$254k |
|
1.1k |
226.91 |
iShares FTSE KLD 400 Social Idx
(DSI)
|
0.0 |
$254k |
|
3.3k |
78.00 |
Alphabet Inc Class A cs
(GOOGL)
|
0.0 |
$253k |
|
2.4k |
103.73 |
Bristol Myers Squibb
(BMY)
|
0.0 |
$252k |
|
3.6k |
69.31 |
Global Payments
(GPN)
|
0.0 |
$247k |
|
2.3k |
105.25 |
Procter & Gamble Company
(PG)
|
0.0 |
$246k |
|
1.7k |
148.68 |
Ishares Inc msci world idx
(URTH)
|
0.0 |
$246k |
|
2.1k |
117.69 |
Target Corporation
(TGT)
|
0.0 |
$241k |
|
1.5k |
165.65 |
NVIDIA Corporation
(NVDA)
|
0.0 |
$240k |
|
864.00 |
277.73 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.0 |
$236k |
|
735.00 |
320.93 |
Abbott Laboratories
(ABT)
|
0.0 |
$230k |
|
2.3k |
101.26 |
iShares Cohen & Steers Realty Maj.
(ICF)
|
0.0 |
$224k |
|
4.0k |
55.54 |
Invesco Exchange Traded Fd T s&p500 eql tec
(RSPT)
|
0.0 |
$221k |
|
801.00 |
275.98 |
First Trust NASDAQ Clean Edge Green
(QCLN)
|
0.0 |
$220k |
|
4.2k |
52.23 |
SPDR S&P Homebuilders
(XHB)
|
0.0 |
$220k |
|
3.2k |
67.76 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$217k |
|
2.2k |
97.93 |
FactSet Research Systems
(FDS)
|
0.0 |
$208k |
|
500.00 |
415.09 |
iShares Dow Jones US Healthcare
(IYH)
|
0.0 |
$207k |
|
759.00 |
273.06 |
Raymond James Financial
(RJF)
|
0.0 |
$203k |
|
2.2k |
93.27 |
Wheels Up Experience Inc Com Cl A
|
0.0 |
$6.3k |
|
10k |
0.63 |