Ishares Core S&p 500 Etf Other
(IVV)
|
10.9 |
$83M |
|
221k |
375.39 |
Ishares 1-5y Inv Grade Corp Et Other
(IGSB)
|
8.0 |
$61M |
|
1.1M |
55.17 |
Ishares 3-7 Year Treasury Bond Other
(IEI)
|
7.0 |
$53M |
|
401k |
132.98 |
Schwab Strategic Tr Other
(SCHX)
|
6.3 |
$48M |
|
524k |
90.95 |
Ishares Core Msci Eafe Etf Other
(IEFA)
|
5.9 |
$45M |
|
650k |
69.09 |
Ishares Core S&p Small-cap Etf Other
(IJR)
|
5.4 |
$41M |
|
442k |
91.90 |
Ishares Core S&p Mid-cap Etf Other
(IJH)
|
5.2 |
$40M |
|
172k |
229.83 |
Ishares 5-10y Inv Grade Corp E Other
(IGIB)
|
4.5 |
$34M |
|
549k |
61.79 |
Schwab Us Aggregate Bond Etf Other
(SCHZ)
|
2.9 |
$22M |
|
392k |
56.03 |
Vanguard Ftse Emerging Markets Other
(VWO)
|
2.7 |
$21M |
|
414k |
50.11 |
Invesco Taxable Municipal Bond Other
(BAB)
|
2.3 |
$17M |
|
518k |
33.50 |
Schwab Intl Equity Etf Other
(SCHF)
|
2.2 |
$17M |
|
463k |
36.01 |
Schwab Us Small Cap Etf Other
(SCHA)
|
1.8 |
$14M |
|
152k |
89.00 |
Ishares 7-10 Year Treasury B Other
(IEF)
|
1.7 |
$13M |
|
111k |
119.95 |
Schwab Us Mid Cap Etf Other
(SCHM)
|
1.7 |
$13M |
|
193k |
68.18 |
Schwab Intermediate Term-us Other
(SCHR)
|
1.4 |
$11M |
|
187k |
58.22 |
Apple Common Stock
(AAPL)
|
1.3 |
$9.9M |
|
75k |
132.69 |
Schwab Short Term Us Treasury Other
(SCHO)
|
1.1 |
$8.2M |
|
160k |
51.39 |
Vanguard S&p 500 Etf Other
(VOO)
|
1.1 |
$8.2M |
|
24k |
343.67 |
Schwab Emerging Markets Etf Other
(SCHE)
|
1.0 |
$7.7M |
|
252k |
30.65 |
Schwab Us Reit Etf Other
(SCHH)
|
0.9 |
$7.1M |
|
186k |
37.97 |
Microsoft Corp Common Stock
(MSFT)
|
0.7 |
$5.1M |
|
23k |
222.42 |
Jp Morgan Chase & Co Common Stock
(JPM)
|
0.6 |
$4.3M |
|
34k |
127.07 |
Johnson & Johnson Common Stock
(JNJ)
|
0.5 |
$3.8M |
|
24k |
157.36 |
Verizon Communications Common Stock
(VZ)
|
0.5 |
$3.7M |
|
64k |
58.76 |
Consumer Discretionary Selt Other
(XLY)
|
0.5 |
$3.5M |
|
22k |
160.76 |
Ishares Core U.s. Aggregate Bo Other
(AGG)
|
0.4 |
$3.4M |
|
29k |
118.19 |
Vanguard Tot World Stk Index Other
(VT)
|
0.4 |
$3.4M |
|
36k |
92.57 |
Schwab Us Dvd Equity Etf Other
(SCHD)
|
0.4 |
$3.4M |
|
52k |
64.13 |
Technology Select Sect Spdr Other
(XLK)
|
0.4 |
$3.2M |
|
25k |
130.03 |
Amazon.com Common Stock
(AMZN)
|
0.4 |
$3.2M |
|
986.00 |
3256.59 |
Pepsico Common Stock
(PEP)
|
0.4 |
$3.1M |
|
21k |
148.29 |
Ishares Dj Intl Epac Select Di Other
(IDV)
|
0.4 |
$3.1M |
|
104k |
29.47 |
Bristol Myers Squibb Common Stock
(BMY)
|
0.4 |
$2.8M |
|
45k |
62.04 |
Vanguard Mid-cap Value Index Other
(VOE)
|
0.3 |
$2.6M |
|
22k |
118.98 |
Vanguard Small Cap Value Etf Other
(VBR)
|
0.3 |
$2.6M |
|
18k |
142.22 |
Alphabet Inc Cl A Common Stock
(GOOGL)
|
0.3 |
$2.5M |
|
1.4k |
1752.85 |
Visa Inc Cl A Common Stock
(V)
|
0.3 |
$2.4M |
|
11k |
218.72 |
Vanguard Ftse Developed Market Other
(VEA)
|
0.3 |
$2.4M |
|
51k |
47.22 |
Paypal Holdings Common Stock
(PYPL)
|
0.3 |
$2.3M |
|
9.7k |
234.22 |
Disney Walt Common Stock
(DIS)
|
0.3 |
$2.2M |
|
12k |
181.18 |
Vanguard Real Estate Etf Other
(VNQ)
|
0.3 |
$2.2M |
|
26k |
84.93 |
Spdr Bloomberg Barclays S/t Bd Other
(SJNK)
|
0.3 |
$2.2M |
|
81k |
26.95 |
American Water Works Common Stock
(AWK)
|
0.3 |
$2.1M |
|
14k |
153.48 |
Walmart Common Stock
(WMT)
|
0.3 |
$2.1M |
|
14k |
144.12 |
Ishares Msci Kld 400 Social Et Other
(DSI)
|
0.3 |
$2.0M |
|
28k |
71.53 |
Adobe Common Stock
(ADBE)
|
0.3 |
$2.0M |
|
4.0k |
500.00 |
Applied Materials Common Stock
(AMAT)
|
0.3 |
$2.0M |
|
23k |
86.31 |
Anthem Common Stock
(ELV)
|
0.3 |
$1.9M |
|
6.0k |
321.14 |
Raytheon Technologies Corp Common Stock
(RTX)
|
0.3 |
$1.9M |
|
27k |
71.52 |
Vanguard Ind Fd Mid-cap Other
(VO)
|
0.2 |
$1.9M |
|
9.2k |
206.71 |
Ishares Nasdaq Biotech Etf Other
(IBB)
|
0.2 |
$1.9M |
|
12k |
151.50 |
Cyberark Software Common Stock
(CYBR)
|
0.2 |
$1.9M |
|
12k |
161.62 |
Chevron Corporation Common Stock
(CVX)
|
0.2 |
$1.8M |
|
21k |
84.46 |
Enbridge Incorporated Common Stock
(ENB)
|
0.2 |
$1.8M |
|
56k |
31.99 |
Intel Corp Common Stock
(INTC)
|
0.2 |
$1.8M |
|
36k |
49.83 |
Intercontinental Exchange Common Stock
(ICE)
|
0.2 |
$1.7M |
|
15k |
115.27 |
Mcdonalds Corp Common Stock
(MCD)
|
0.2 |
$1.7M |
|
8.0k |
214.56 |
Schwab Us Tips Etf Other
(SCHP)
|
0.2 |
$1.7M |
|
27k |
62.07 |
Lowes Cos Common Stock
(LOW)
|
0.2 |
$1.7M |
|
10k |
160.53 |
Ishares Intermediate Gov/cr Et Other
(GVI)
|
0.2 |
$1.6M |
|
14k |
117.62 |
Vanguard Intm-term Govt Bond F Other
(VGIT)
|
0.2 |
$1.6M |
|
23k |
69.43 |
Eaton Corp Common Stock
(ETN)
|
0.2 |
$1.6M |
|
13k |
120.14 |
Stryker Corporation Common Stock
(SYK)
|
0.2 |
$1.6M |
|
6.5k |
245.08 |
Mdu Resources Group Common Stock
(MDU)
|
0.2 |
$1.6M |
|
60k |
26.34 |
Berkshire Hathaway Inc-cl B Common Stock
(BRK.B)
|
0.2 |
$1.5M |
|
6.6k |
231.85 |
Pfizer Common Stock
(PFE)
|
0.2 |
$1.5M |
|
41k |
36.80 |
Virtu Financial Inc Cl A Common Stock
(VIRT)
|
0.2 |
$1.5M |
|
60k |
25.17 |
Ishares Trust Ishares Esg Awar Other
(ESGU)
|
0.2 |
$1.5M |
|
17k |
86.01 |
Walgreens Boots Alliance Common Stock
(WBA)
|
0.2 |
$1.5M |
|
37k |
39.89 |
Tradeweb Markets Inc Cl A Common Stock
(TW)
|
0.2 |
$1.5M |
|
24k |
62.44 |
Ishares National Muni Bond Etf Other
(MUB)
|
0.2 |
$1.5M |
|
13k |
117.24 |
Icon Common Stock
(ICLR)
|
0.2 |
$1.4M |
|
7.3k |
194.93 |
Albemarle Corp Common Stock
(ALB)
|
0.2 |
$1.4M |
|
9.5k |
147.49 |
At&t Common Stock
(T)
|
0.2 |
$1.4M |
|
48k |
28.77 |
Exxon Mobil Corp Common Stock
(XOM)
|
0.2 |
$1.3M |
|
32k |
41.22 |
Facebook Inc-a Common Stock
(META)
|
0.2 |
$1.3M |
|
4.8k |
273.16 |
Public Storage Inc Reit Other
(PSA)
|
0.2 |
$1.3M |
|
5.6k |
231.01 |
Cisco Systems Common Stock
(CSCO)
|
0.2 |
$1.3M |
|
29k |
44.74 |
Lockheed Martin Corp Common Stock
(LMT)
|
0.2 |
$1.3M |
|
3.6k |
354.87 |
Vmware Common Stock
|
0.2 |
$1.3M |
|
9.2k |
140.31 |
Vanguard Small-cap Etf Other
(VB)
|
0.2 |
$1.3M |
|
6.6k |
194.76 |
Spdr S&p 500 Etf Trust Other
(SPY)
|
0.2 |
$1.3M |
|
3.4k |
373.91 |
Fedex Corporation Common Stock
(FDX)
|
0.2 |
$1.2M |
|
4.8k |
259.63 |
Constellation Brands Common Stock
(STZ)
|
0.2 |
$1.2M |
|
5.6k |
219.05 |
Ishares S&p Midcap 400/value E Other
(IJJ)
|
0.1 |
$1.1M |
|
13k |
86.33 |
Pimco Inv Grade Corp Bd Etf Other
(CORP)
|
0.1 |
$1.1M |
|
9.5k |
117.05 |
Qualcomm Common Stock
(QCOM)
|
0.1 |
$1.1M |
|
7.3k |
152.35 |
Automatic Data Processing Common Stock
(ADP)
|
0.1 |
$1.1M |
|
6.0k |
176.31 |
Newmont Corp Common Stock
(NEM)
|
0.1 |
$1.1M |
|
18k |
59.87 |
Abbvie Common Stock
(ABBV)
|
0.1 |
$1.0M |
|
9.6k |
107.13 |
Schwab 5-10 Year Corporate B Other
(SCHI)
|
0.1 |
$995k |
|
19k |
53.64 |
Procter & Gamble Common Stock
(PG)
|
0.1 |
$960k |
|
6.9k |
139.11 |
Ishares S&p Smallcap 600/val E Other
(IJS)
|
0.1 |
$955k |
|
12k |
81.30 |
Home Depot Common Stock
(HD)
|
0.1 |
$945k |
|
3.6k |
265.79 |
Schwab Fundamental Em L/c Other
(FNDE)
|
0.1 |
$939k |
|
33k |
28.25 |
Phillips 66 Common Stock
(PSX)
|
0.1 |
$924k |
|
13k |
69.95 |
Palo Alto Networks Common Stock
(PANW)
|
0.1 |
$913k |
|
2.6k |
355.39 |
Blackrock Inc Cl A Common Stock
(BLK)
|
0.1 |
$883k |
|
1.2k |
721.71 |
Ishares S&p Midcap 400/grwth E Other
(IJK)
|
0.1 |
$877k |
|
12k |
72.18 |
Utilities Select Sector Spdr Other
(XLU)
|
0.1 |
$866k |
|
14k |
62.69 |
Nextera Energy Common Stock
(NEE)
|
0.1 |
$845k |
|
11k |
77.15 |
Intl. Business Machines Corp Common Stock
(IBM)
|
0.1 |
$840k |
|
6.7k |
125.90 |
Viacomcbs Inc Cl B Common Stock
(PARA)
|
0.1 |
$840k |
|
23k |
37.25 |
Honeywell International Common Stock
(HON)
|
0.1 |
$818k |
|
3.8k |
212.85 |
Mastec Common Stock
(MTZ)
|
0.1 |
$773k |
|
11k |
68.22 |
Amgen Common Stock
(AMGN)
|
0.1 |
$754k |
|
3.3k |
229.91 |
Idexx Labs Common Stock
(IDXX)
|
0.1 |
$751k |
|
1.5k |
499.67 |
Philip Morris International Common Stock
(PM)
|
0.1 |
$731k |
|
8.8k |
82.66 |
Emerson Elec Common Stock
(EMR)
|
0.1 |
$728k |
|
9.1k |
80.32 |
Ishares Msci Eafe Etf Other
(EFA)
|
0.1 |
$704k |
|
9.6k |
72.98 |
Illumina Common Stock
(ILMN)
|
0.1 |
$690k |
|
1.9k |
370.17 |
Spdr Gold Trust Other
(GLD)
|
0.1 |
$664k |
|
3.7k |
178.35 |
Aon Common Stock
(AON)
|
0.1 |
$656k |
|
3.1k |
211.41 |
Altria Group Common Stock
(MO)
|
0.1 |
$636k |
|
16k |
41.09 |
Ishares Core Msci Emerging Other
(IEMG)
|
0.1 |
$632k |
|
10k |
62.07 |
Biogen Common Stock
(BIIB)
|
0.1 |
$620k |
|
2.5k |
244.87 |
Newell Brands Common Stock
(NWL)
|
0.1 |
$618k |
|
29k |
21.24 |
Coca Cola Common Stock
(KO)
|
0.1 |
$614k |
|
11k |
54.84 |
Genuine Parts Common Stock
(GPC)
|
0.1 |
$605k |
|
6.0k |
100.42 |
Netapp Common Stock
(NTAP)
|
0.1 |
$601k |
|
9.1k |
66.25 |
Comcast Corp-cl A Common Stock
(CMCSA)
|
0.1 |
$600k |
|
11k |
52.43 |
United Parcel Service Cl B Common Stock
(UPS)
|
0.1 |
$596k |
|
3.5k |
168.36 |
3M Common Stock
(MMM)
|
0.1 |
$589k |
|
3.4k |
174.75 |
Deere & Co Common Stock
(DE)
|
0.1 |
$587k |
|
2.2k |
269.33 |
Vanguard Short Term Corp Bond Other
(VCSH)
|
0.1 |
$586k |
|
7.0k |
83.22 |
Vanguard Inter Term Corp Bond Other
(VCIT)
|
0.1 |
$564k |
|
5.8k |
97.11 |
Diageo Plc Spons Common Stock
(DEO)
|
0.1 |
$562k |
|
3.5k |
158.67 |
Merck & Co Common Stock
(MRK)
|
0.1 |
$555k |
|
6.8k |
81.80 |
Lilly Eli & Co Common Stock
(LLY)
|
0.1 |
$545k |
|
3.2k |
168.86 |
Prudential Finl Common Stock
(PRU)
|
0.1 |
$541k |
|
6.9k |
78.00 |
Peoples United Financial Common Stock
|
0.1 |
$509k |
|
39k |
12.93 |
Spdr Nuveen Bloomberg Barclays Other
(SHM)
|
0.1 |
$508k |
|
10k |
49.79 |
Paychex Common Stock
(PAYX)
|
0.1 |
$504k |
|
5.4k |
93.27 |
Ishares Esg Aware Us Aggregate Other
(EAGG)
|
0.1 |
$504k |
|
8.9k |
56.55 |
Novo Nordisk As Spons Common Stock
(NVO)
|
0.1 |
$503k |
|
7.2k |
69.79 |
Abbott Labs Common Stock
(ABT)
|
0.1 |
$496k |
|
4.5k |
109.61 |
Waste Management Common Stock
(WM)
|
0.1 |
$489k |
|
4.1k |
117.93 |
Archer-daniels-midland Common Stock
(ADM)
|
0.1 |
$468k |
|
9.3k |
50.39 |
Csx Corp Common Stock
(CSX)
|
0.1 |
$451k |
|
5.0k |
90.83 |
Ishares Russell Midcap Etf Other
(IWR)
|
0.1 |
$428k |
|
6.2k |
68.57 |
Danaher Corp Common Stock
(DHR)
|
0.1 |
$425k |
|
1.9k |
221.93 |
Abb Ltd Spons Common Stock
(ABBNY)
|
0.1 |
$425k |
|
15k |
27.97 |
Hanesbrands Common Stock
(HBI)
|
0.1 |
$407k |
|
28k |
14.58 |
Costco Wholesale Corp Common Stock
(COST)
|
0.1 |
$401k |
|
1.1k |
376.53 |
Ishares Iboxx Inv Grd Corp Bon Other
(LQD)
|
0.0 |
$372k |
|
2.7k |
138.19 |
Ishares S&p Smallcap/600 Growt Other
(IJT)
|
0.0 |
$371k |
|
3.3k |
114.15 |
Ishares Russell 2000 Growth Et Other
(IWO)
|
0.0 |
$370k |
|
1.3k |
286.60 |
Ishares Dj Select Dividend Etf Other
(DVY)
|
0.0 |
$361k |
|
3.8k |
96.15 |
Bank Of America Corp Common Stock
(BAC)
|
0.0 |
$358k |
|
12k |
30.32 |
Pnc Financial Services Group Common Stock
(PNC)
|
0.0 |
$342k |
|
2.3k |
149.08 |
Alphabet Inc Cl C Common Stock
(GOOG)
|
0.0 |
$338k |
|
193.00 |
1751.30 |
Cardinal Health Common Stock
(CAH)
|
0.0 |
$330k |
|
6.2k |
53.57 |
Vanguard Mortgage-backed Sec Other
(VMBS)
|
0.0 |
$329k |
|
6.1k |
54.08 |
Ishares Msci Eafe Min Vol Fact Other
(EFAV)
|
0.0 |
$327k |
|
4.5k |
73.48 |
Ppl Corporation Common Stock
(PPL)
|
0.0 |
$323k |
|
12k |
28.23 |
Unitedhealth Group Common Stock
(UNH)
|
0.0 |
$321k |
|
915.00 |
350.82 |
Ishares Barclays 1-3 Year Tr E Other
(SHY)
|
0.0 |
$313k |
|
3.6k |
86.51 |
Ishares Esg Aware Msci Usa Sm- Other
(ESML)
|
0.0 |
$310k |
|
9.1k |
34.18 |
American Express Common Stock
(AXP)
|
0.0 |
$299k |
|
2.5k |
121.05 |
Accenture Plc Cl A Common Stock
(ACN)
|
0.0 |
$277k |
|
1.1k |
261.19 |
Packaging Corp Of America Common Stock
(PKG)
|
0.0 |
$276k |
|
2.0k |
137.74 |
Ishares Short-term National Mu Other
(SUB)
|
0.0 |
$270k |
|
2.5k |
108.15 |
Ishares Iboxx Usd High Yield Other
(HYG)
|
0.0 |
$260k |
|
3.0k |
86.68 |
Colgate Palmolive Common Stock
(CL)
|
0.0 |
$244k |
|
2.9k |
85.40 |
Nucor Corp Common Stock
(NUE)
|
0.0 |
$241k |
|
4.5k |
53.15 |
Ishares Trust Ishares Esg Awar Other
(ESGD)
|
0.0 |
$241k |
|
3.3k |
73.14 |
Ishares Russell 2000 Etf Other
(IWM)
|
0.0 |
$240k |
|
1.2k |
196.40 |
General Electric Corp Common Stock
|
0.0 |
$238k |
|
22k |
10.79 |
Cvs Health Corp Common Stock
(CVS)
|
0.0 |
$237k |
|
3.5k |
68.37 |
Vanguard Dividend Apprec Etf Other
(VIG)
|
0.0 |
$227k |
|
1.6k |
141.34 |
Lyondellbasell Industries Nv C Common Stock
(LYB)
|
0.0 |
$227k |
|
2.5k |
91.77 |
Xilinx Common Stock
|
0.0 |
$214k |
|
1.5k |
141.91 |
Tesla Common Stock
(TSLA)
|
0.0 |
$212k |
|
300.00 |
706.67 |
Target Corp Common Stock
(TGT)
|
0.0 |
$210k |
|
1.2k |
176.17 |
General Mls Common Stock
(GIS)
|
0.0 |
$207k |
|
3.5k |
58.77 |
Valero Energy Corp Common Stock
(VLO)
|
0.0 |
$204k |
|
3.6k |
56.58 |
Banco Santander Sa Spons Common Stock
(SAN)
|
0.0 |
$134k |
|
44k |
3.05 |