Ishares Core S&p 500 Etf Otr
(IVV)
|
11.0 |
$98M |
|
228k |
429.92 |
Ishares 1-5y Inv Grade Corp Et Otr
(IGSB)
|
8.8 |
$78M |
|
1.4M |
54.81 |
Ishares 3-7 Year Treasury Bond Otr
(IEI)
|
7.9 |
$70M |
|
538k |
130.53 |
Schwab Strategic Tr Otr
(SCHX)
|
7.1 |
$63M |
|
607k |
103.97 |
Ishares Core Msci Eafe Etf Otr
(IEFA)
|
5.3 |
$47M |
|
628k |
74.86 |
Ishares Core S&p Mid-cap Etf Otr
(IJH)
|
4.9 |
$44M |
|
162k |
268.73 |
Ishares Core S&p Small-cap Etf Otr
(IJR)
|
4.7 |
$42M |
|
367k |
112.98 |
Ishares 5-10y Inv Grade Corp E Otr
(IGIB)
|
4.5 |
$40M |
|
661k |
60.52 |
Vanguard Ftse Emerging Markets Otr
(VWO)
|
2.9 |
$26M |
|
478k |
54.31 |
Invesco Senior Loan Etf Otr
(BKLN)
|
2.2 |
$20M |
|
903k |
22.15 |
Schwab Intl Equity Etf Otr
(SCHF)
|
2.2 |
$20M |
|
494k |
39.45 |
Schwab Us Mid Cap Etf Otr
(SCHM)
|
1.8 |
$16M |
|
202k |
78.27 |
Schwab Us Aggregate Bond Etf Otr
(SCHZ)
|
1.8 |
$16M |
|
286k |
54.60 |
Invesco Taxable Municipal Bond Otr
(BAB)
|
1.6 |
$14M |
|
434k |
33.18 |
Schwab Us Small Cap Etf Otr
(SCHA)
|
1.6 |
$14M |
|
134k |
104.18 |
Schwab Emerging Markets Etf Otr
(SCHE)
|
1.2 |
$11M |
|
336k |
32.88 |
Apple Common Stock
(AAPL)
|
1.2 |
$11M |
|
77k |
136.96 |
Vanguard S&p 500 Etf Otr
(VOO)
|
1.1 |
$9.9M |
|
25k |
393.52 |
Schwab Us Reit Etf Otr
(SCHH)
|
1.0 |
$9.2M |
|
201k |
45.79 |
Schwab Intermediate Term-us Otr
(SCHR)
|
0.8 |
$7.5M |
|
132k |
56.87 |
Schwab Short Term Us Treasury Otr
(SCHO)
|
0.8 |
$7.2M |
|
141k |
51.22 |
Microsoft Corp Common Stock
(MSFT)
|
0.7 |
$6.1M |
|
23k |
270.92 |
Jp Morgan Chase & Co Common Stock
(JPM)
|
0.6 |
$5.2M |
|
33k |
155.54 |
Ishares 7-10 Year Treasury B Otr
(IEF)
|
0.5 |
$4.7M |
|
41k |
115.50 |
Verizon Communications Common Stock
(VZ)
|
0.5 |
$4.2M |
|
74k |
56.02 |
Ishares Dj Intl Epac Select Di Otr
(IDV)
|
0.5 |
$4.1M |
|
125k |
32.40 |
Alphabet Inc Cl A Common Stock
(GOOGL)
|
0.5 |
$4.0M |
|
1.6k |
2441.77 |
Schwab Us Dvd Equity Etf Otr
(SCHD)
|
0.4 |
$4.0M |
|
53k |
75.63 |
Johnson & Johnson Common Stock
(JNJ)
|
0.4 |
$3.9M |
|
24k |
164.74 |
Vanguard Mid-cap Value Index Otr
(VOE)
|
0.4 |
$3.9M |
|
28k |
140.51 |
Consumer Discretionary Selt Otr
(XLY)
|
0.4 |
$3.8M |
|
22k |
178.53 |
Vanguard Tot World Stk Index Otr
(VT)
|
0.4 |
$3.7M |
|
36k |
103.61 |
Amazon.com Common Stock
(AMZN)
|
0.4 |
$3.5M |
|
1.0k |
3439.96 |
Vanguard Small Cap Value Etf Otr
(VBR)
|
0.4 |
$3.5M |
|
20k |
173.64 |
Ishares Core U.s. Aggregate Otr
(AGG)
|
0.4 |
$3.4M |
|
29k |
115.35 |
Pepsico Common Stock
(PEP)
|
0.3 |
$3.1M |
|
21k |
148.15 |
Bristol Myers Squibb Common Stock
(BMY)
|
0.3 |
$3.1M |
|
46k |
66.81 |
Applied Materials Common Stock
(AMAT)
|
0.3 |
$3.0M |
|
21k |
142.41 |
Paypal Holdings Common Stock
(PYPL)
|
0.3 |
$2.7M |
|
9.3k |
291.53 |
Alphabet Inc Cl C Common Stock
(GOOG)
|
0.3 |
$2.7M |
|
1.1k |
2506.57 |
Visa Inc Cl A Common Stock
(V)
|
0.3 |
$2.7M |
|
11k |
233.79 |
Vanguard Real Estate Etf Otr
(VNQ)
|
0.3 |
$2.6M |
|
25k |
101.77 |
Vanguard Ftse Developed Market Otr
(VEA)
|
0.3 |
$2.6M |
|
50k |
51.53 |
Schwab Us Tips Etf Otr
(SCHP)
|
0.3 |
$2.5M |
|
41k |
62.51 |
Adobe Common Stock
(ADBE)
|
0.3 |
$2.5M |
|
4.2k |
585.69 |
Spdr Bloomberg Barclays S/t Bd Otr
(SJNK)
|
0.3 |
$2.4M |
|
89k |
27.58 |
Technology Select Sect Spdr Otr
(XLK)
|
0.3 |
$2.4M |
|
17k |
147.68 |
Ishares Msci Kld 400 Social Et Otr
(DSI)
|
0.3 |
$2.4M |
|
29k |
82.81 |
Disney Walt Common Stock
(DIS)
|
0.3 |
$2.3M |
|
13k |
175.80 |
Cyberark Software Common Stock
(CYBR)
|
0.2 |
$2.2M |
|
17k |
130.25 |
Enbridge Incorporated Common Stock
(ENB)
|
0.2 |
$2.2M |
|
55k |
40.05 |
Anthem Common Stock
(ELV)
|
0.2 |
$2.2M |
|
5.8k |
381.76 |
Intel Corp Common Stock
(INTC)
|
0.2 |
$2.2M |
|
39k |
56.15 |
Lowes Cos Common Stock
(LOW)
|
0.2 |
$2.2M |
|
11k |
193.95 |
Facebook Inc-a Common Stock
(META)
|
0.2 |
$2.2M |
|
6.2k |
347.66 |
Vanguard Ind Fd Mid-cap Otr
(VO)
|
0.2 |
$2.1M |
|
9.0k |
237.36 |
Chevron Corporation Common Stock
(CVX)
|
0.2 |
$2.1M |
|
20k |
104.75 |
American Water Works Common Stock
(AWK)
|
0.2 |
$2.1M |
|
14k |
154.14 |
Tradeweb Markets Inc Cl A Common Stock
(TW)
|
0.2 |
$2.0M |
|
24k |
84.58 |
Walmart Common Stock
(WMT)
|
0.2 |
$2.0M |
|
14k |
140.99 |
Mdu Resources Group Common Stock
(MDU)
|
0.2 |
$2.0M |
|
63k |
31.35 |
Mcdonalds Corp Common Stock
(MCD)
|
0.2 |
$2.0M |
|
8.5k |
230.97 |
Exxon Mobil Corp Common Stock
(XOM)
|
0.2 |
$1.9M |
|
31k |
63.10 |
Raytheon Technologies Corp Common Stock
(RTX)
|
0.2 |
$1.9M |
|
23k |
85.31 |
Eaton Corp Common Stock
(ETN)
|
0.2 |
$1.9M |
|
13k |
148.19 |
Ishares Esg Aware Msci Usa Otr
(ESGU)
|
0.2 |
$1.9M |
|
19k |
98.47 |
Vanguard Intm-term Govt Bond F Otr
(VGIT)
|
0.2 |
$1.8M |
|
27k |
67.81 |
Berkshire Hathaway Inc-cl B Common Stock
(BRK.B)
|
0.2 |
$1.8M |
|
6.5k |
277.91 |
Stryker Corporation Common Stock
(SYK)
|
0.2 |
$1.8M |
|
6.8k |
259.71 |
Virtu Financial Inc Cl A Common Stock
(VIRT)
|
0.2 |
$1.7M |
|
63k |
27.63 |
Intercontinental Exchange Common Stock
(ICE)
|
0.2 |
$1.7M |
|
14k |
118.68 |
Public Storage Inc Reit Common Stock
(PSA)
|
0.2 |
$1.7M |
|
5.5k |
300.74 |
Cisco Systems Common Stock
(CSCO)
|
0.2 |
$1.7M |
|
31k |
53.00 |
Albemarle Corp Common Stock
(ALB)
|
0.2 |
$1.7M |
|
9.8k |
168.47 |
Icon Common Stock
(ICLR)
|
0.2 |
$1.6M |
|
7.8k |
206.72 |
Walgreens Boots Alliance Common Stock
(WBA)
|
0.2 |
$1.6M |
|
31k |
52.62 |
Vmware Common Stock
|
0.2 |
$1.6M |
|
9.8k |
159.95 |
Mastec Common Stock
(MTZ)
|
0.2 |
$1.6M |
|
15k |
106.08 |
Pfizer Common Stock
(PFE)
|
0.2 |
$1.5M |
|
40k |
39.15 |
Fedex Corporation Common Stock
(FDX)
|
0.2 |
$1.5M |
|
5.2k |
298.28 |
Ishares National Muni Bond Etf Otr
(MUB)
|
0.2 |
$1.5M |
|
13k |
117.18 |
Spdr S&p 500 Etf Trust Otr
(SPY)
|
0.2 |
$1.5M |
|
3.6k |
427.90 |
At&t Common Stock
(T)
|
0.2 |
$1.4M |
|
50k |
28.79 |
Lockheed Martin Corp Common Stock
(LMT)
|
0.2 |
$1.4M |
|
3.8k |
378.32 |
Vertex Pharmaceuticals Common Stock
(VRTX)
|
0.2 |
$1.4M |
|
7.0k |
201.56 |
Ishares S&p Midcap 400/value E Otr
(IJJ)
|
0.2 |
$1.4M |
|
13k |
105.35 |
Abbvie Common Stock
(ABBV)
|
0.1 |
$1.3M |
|
12k |
112.62 |
Vanguard Small-cap Etf Otr
(VB)
|
0.1 |
$1.3M |
|
5.9k |
225.33 |
Constellation Brands Common Stock
(STZ)
|
0.1 |
$1.3M |
|
5.6k |
233.86 |
Fastenal Common Stock
(FAST)
|
0.1 |
$1.3M |
|
25k |
51.99 |
Schwab Fundamental Em L/c Otr
(FNDE)
|
0.1 |
$1.3M |
|
40k |
32.24 |
Newmont Corp Common Stock
(NEM)
|
0.1 |
$1.3M |
|
20k |
63.39 |
Ishares Intermediate Gov/cr Et Otr
(GVI)
|
0.1 |
$1.2M |
|
10k |
115.59 |
Blackrock Inc Cl A Common Stock
(BLK)
|
0.1 |
$1.2M |
|
1.3k |
874.90 |
Automatic Data Processing Common Stock
(ADP)
|
0.1 |
$1.2M |
|
5.8k |
198.55 |
Ishares S&p Smallcap 600/val E Otr
(IJS)
|
0.1 |
$1.2M |
|
11k |
105.43 |
Home Depot Common Stock
(HD)
|
0.1 |
$1.1M |
|
3.6k |
318.73 |
Qualcomm Common Stock
(QCOM)
|
0.1 |
$1.0M |
|
7.2k |
142.94 |
Intl. Business Machines Corp Common Stock
(IBM)
|
0.1 |
$1.0M |
|
6.9k |
146.67 |
Illumina Common Stock
(ILMN)
|
0.1 |
$997k |
|
2.1k |
473.18 |
Phillips 66 Common Stock
(PSX)
|
0.1 |
$993k |
|
12k |
85.79 |
Newell Brands Common Stock
(NWL)
|
0.1 |
$985k |
|
36k |
27.48 |
Ishares S&p Midcap 400/grwth E Otr
(IJK)
|
0.1 |
$984k |
|
12k |
80.94 |
Emerson Elec Common Stock
(EMR)
|
0.1 |
$976k |
|
10k |
96.21 |
Idexx Labs Common Stock
(IDXX)
|
0.1 |
$949k |
|
1.5k |
631.40 |
Procter & Gamble Common Stock
(PG)
|
0.1 |
$933k |
|
6.9k |
134.88 |
Amgen Common Stock
(AMGN)
|
0.1 |
$887k |
|
3.6k |
243.76 |
Honeywell International Common Stock
(HON)
|
0.1 |
$843k |
|
3.8k |
219.28 |
Comcast Corp-cl A Common Stock
(CMCSA)
|
0.1 |
$832k |
|
15k |
57.02 |
Philip Morris International Common Stock
(PM)
|
0.1 |
$828k |
|
8.3k |
99.16 |
Netapp Common Stock
(NTAP)
|
0.1 |
$823k |
|
10k |
81.80 |
Genuine Parts Common Stock
(GPC)
|
0.1 |
$823k |
|
6.5k |
126.43 |
Nextera Energy Common Stock
(NEE)
|
0.1 |
$822k |
|
11k |
73.31 |
Salesforce.com Common Stock
(CRM)
|
0.1 |
$816k |
|
3.3k |
244.17 |
Ii-vi Common Stock
|
0.1 |
$793k |
|
11k |
72.55 |
United Parcel Service Cl B Common Stock
(UPS)
|
0.1 |
$786k |
|
3.8k |
208.09 |
Prudential Finl Common Stock
(PRU)
|
0.1 |
$781k |
|
7.6k |
102.49 |
Diageo Plc Spons Common Stock
(DEO)
|
0.1 |
$773k |
|
4.0k |
191.62 |
Deere & Co Common Stock
(DE)
|
0.1 |
$769k |
|
2.2k |
352.98 |
Pimco Inv Grade Corp Bd Etf Otr
(CORP)
|
0.1 |
$755k |
|
6.6k |
114.48 |
3M Common Stock
(MMM)
|
0.1 |
$742k |
|
3.7k |
198.79 |
Altria Group Common Stock
(MO)
|
0.1 |
$723k |
|
15k |
47.72 |
Ishares Core Msci Emerging Otr
(IEMG)
|
0.1 |
$722k |
|
11k |
67.03 |
Aon Common Stock
(AON)
|
0.1 |
$721k |
|
3.0k |
238.90 |
Regions Financial Corp Common Stock
(RF)
|
0.1 |
$716k |
|
36k |
20.19 |
Lilly Eli & Co Common Stock
(LLY)
|
0.1 |
$715k |
|
3.1k |
229.37 |
Paychex Common Stock
(PAYX)
|
0.1 |
$696k |
|
6.5k |
107.29 |
Utilities Select Sector Spdr Otr
(XLU)
|
0.1 |
$696k |
|
11k |
63.25 |
Novo Nordisk As Spons Common Stock
(NVO)
|
0.1 |
$684k |
|
8.2k |
83.75 |
Waste Management Common Stock
(WM)
|
0.1 |
$684k |
|
4.9k |
140.11 |
Viacomcbs Inc Cl B Common Stock
(PARA)
|
0.1 |
$661k |
|
15k |
45.22 |
Coca Cola Common Stock
(KO)
|
0.1 |
$650k |
|
12k |
54.14 |
Abb Ltd Spons Common Stock
(ABBNY)
|
0.1 |
$634k |
|
19k |
34.01 |
Archer-daniels-midland Common Stock
(ADM)
|
0.1 |
$634k |
|
11k |
60.58 |
Vanguard Short Term Corp Bond Otr
(VCSH)
|
0.1 |
$620k |
|
7.5k |
82.75 |
Hanesbrands Common Stock
(HBI)
|
0.1 |
$620k |
|
33k |
18.68 |
Ishares Msci Eafe Etf Otr
(EFA)
|
0.1 |
$612k |
|
7.8k |
78.87 |
Pnc Financial Services Group Common Stock
(PNC)
|
0.1 |
$588k |
|
3.1k |
190.64 |
Financial Select Sector Spdr Otr
(XLF)
|
0.1 |
$584k |
|
16k |
36.68 |
Vanguard Inter Term Corp Bond Otr
(VCIT)
|
0.1 |
$571k |
|
6.0k |
95.15 |
Abbott Labs Common Stock
(ABT)
|
0.1 |
$564k |
|
4.9k |
115.83 |
Nucor Corp Common Stock
(NUE)
|
0.1 |
$559k |
|
5.8k |
95.89 |
Peoples United Financial Common Stock
|
0.1 |
$550k |
|
32k |
17.14 |
Danaher Corp Common Stock
(DHR)
|
0.1 |
$535k |
|
2.0k |
268.17 |
Palo Alto Networks Common Stock
(PANW)
|
0.1 |
$527k |
|
1.4k |
371.39 |
Schwab 5-10 Year Corporate B Otr
(SCHI)
|
0.1 |
$522k |
|
9.9k |
52.59 |
Huntington Ingalls Industries Common Stock
(HII)
|
0.1 |
$512k |
|
2.4k |
210.71 |
Ishares Russell Midcap Etf Otr
(IWR)
|
0.1 |
$504k |
|
6.4k |
79.18 |
Ishares Biotechnology Etf Otr
(IBB)
|
0.1 |
$502k |
|
3.1k |
163.73 |
Merck & Co Common Stock
(MRK)
|
0.1 |
$491k |
|
6.3k |
77.85 |
Csx Corp Common Stock
(CSX)
|
0.1 |
$475k |
|
15k |
32.08 |
Bank Of America Corp Common Stock
(BAC)
|
0.1 |
$466k |
|
11k |
41.29 |
Costco Wholesale Corp Common Stock
(COST)
|
0.0 |
$443k |
|
1.1k |
395.54 |
Ishares Dj Select Dividend Etf Otr
(DVY)
|
0.0 |
$441k |
|
3.8k |
116.72 |
Ishares S&p Smallcap/600 Growt Otr
(IJT)
|
0.0 |
$431k |
|
3.3k |
132.62 |
Clorox Company Common Stock
(CLX)
|
0.0 |
$430k |
|
2.4k |
179.82 |
American Express Common Stock
(AXP)
|
0.0 |
$417k |
|
2.5k |
165.02 |
Unitedhealth Group Common Stock
(UNH)
|
0.0 |
$415k |
|
1.0k |
400.19 |
Ishares Esg Aware Us Aggregate Otr
(EAGG)
|
0.0 |
$413k |
|
7.5k |
55.26 |
Ishares Russell 2000 Growth Et Otr
(IWO)
|
0.0 |
$402k |
|
1.3k |
311.39 |
Cardinal Health Common Stock
(CAH)
|
0.0 |
$402k |
|
7.0k |
57.06 |
Ppl Corporation Common Stock
(PPL)
|
0.0 |
$393k |
|
14k |
27.98 |
Ishares Esg Aware 1-5 Year Usd Otr
(SUSB)
|
0.0 |
$379k |
|
15k |
26.07 |
Packaging Corp Of America Common Stock
(PKG)
|
0.0 |
$377k |
|
2.8k |
135.25 |
Ishares Iboxx Inv Grd Corp Bon Otr
(LQD)
|
0.0 |
$362k |
|
2.7k |
134.47 |
Ishares Msci Eafe Min Vol Fact Otr
(EFAV)
|
0.0 |
$341k |
|
4.5k |
75.48 |
Ishares Esg Aware Msci Usa Sm- Otr
(ESML)
|
0.0 |
$333k |
|
8.3k |
40.33 |
Accenture Plc Cl A Common Stock
(ACN)
|
0.0 |
$312k |
|
1.1k |
294.48 |
Vanguard Growth Etf Otr
(VUG)
|
0.0 |
$310k |
|
1.1k |
286.77 |
Ishares Barclays 1-3 Year Tr E Otr
(SHY)
|
0.0 |
$309k |
|
3.6k |
86.07 |
Spdr S&p 600 Small Cap Value E Otr
(SLYV)
|
0.0 |
$307k |
|
3.6k |
85.71 |
Valero Energy Corp Common Stock
(VLO)
|
0.0 |
$302k |
|
3.9k |
78.05 |
Lyondellbasell Industries Nv C Common Stock
(LYB)
|
0.0 |
$299k |
|
2.9k |
102.82 |
Cvs Health Corp Common Stock
(CVS)
|
0.0 |
$294k |
|
3.5k |
83.33 |
General Electric Corp Common Stock
|
0.0 |
$292k |
|
22k |
13.45 |
Ishares Esg Aware Msci Eafe Otr
(ESGD)
|
0.0 |
$288k |
|
3.6k |
79.06 |
Target Corp Common Stock
(TGT)
|
0.0 |
$284k |
|
1.2k |
241.70 |
Ishares Russell 2000 Etf Otr
(IWM)
|
0.0 |
$282k |
|
1.2k |
229.08 |
Vanguard Mortgage-backed Sec Otr
(VMBS)
|
0.0 |
$281k |
|
5.3k |
53.30 |
Spdr Gold Trust Otr
(GLD)
|
0.0 |
$280k |
|
1.7k |
165.58 |
Invesco Qqq Trust Series 1 Otr
(QQQ)
|
0.0 |
$269k |
|
758.00 |
354.88 |
Ishares Short-term National Mu Otr
(SUB)
|
0.0 |
$269k |
|
2.5k |
107.65 |
Ishares Iboxx Usd High Yield Otr
(HYG)
|
0.0 |
$264k |
|
3.0k |
88.41 |
Vanguard Dividend Apprec Etf Otr
(VIG)
|
0.0 |
$263k |
|
1.7k |
154.98 |
Spdr Nuveen Bloomberg Barclays Otr
(SHM)
|
0.0 |
$263k |
|
5.3k |
49.60 |
Ishares Global Clean Energy Et Otr
(ICLN)
|
0.0 |
$257k |
|
11k |
23.49 |
Conocophillips Common Stock
(COP)
|
0.0 |
$246k |
|
4.0k |
61.02 |
Vanguard Industrials Etf Otr
(VIS)
|
0.0 |
$240k |
|
1.2k |
196.24 |
Southern Company Common Stock
(SO)
|
0.0 |
$228k |
|
3.8k |
60.67 |
Duke Energy Corp Common Stock
(DUK)
|
0.0 |
$228k |
|
2.3k |
98.36 |
Spdr S&p Midcap 400 Etf Trust Otr
(MDY)
|
0.0 |
$224k |
|
457.00 |
490.15 |
Tesla Common Stock
(TSLA)
|
0.0 |
$218k |
|
320.00 |
681.25 |
Oracle Corporation Common Stock
(ORCL)
|
0.0 |
$210k |
|
2.7k |
77.98 |
Banco Santander Sa Spons Common Stock
(SAN)
|
0.0 |
$172k |
|
44k |
3.91 |