Ishares Core S&p 500 Etf Other
(IVV)
|
12.4 |
$117M |
|
259k |
453.69 |
Ishares 1-5y Inv Grade Corp Et Other
(IGSB)
|
7.8 |
$74M |
|
1.4M |
51.72 |
Schwab Strategic Tr Other
(SCHX)
|
7.6 |
$72M |
|
1.3M |
53.85 |
Ishares 3-7 Year Treasury Bond Other
(IEI)
|
6.2 |
$59M |
|
486k |
122.05 |
Ishares Core Msci Eafe Etf Other
(IEFA)
|
5.1 |
$49M |
|
698k |
69.51 |
Ishares Core S&p Mid-cap Etf Other
(IJH)
|
5.1 |
$48M |
|
180k |
268.34 |
Ishares 5-10y Inv Grade Corp E Other
(IGIB)
|
4.6 |
$44M |
|
805k |
54.87 |
Ishares Core S&p Small-cap Etf Other
(IJR)
|
4.3 |
$41M |
|
382k |
107.88 |
Invesco Senior Loan Etf Other
(BKLN)
|
2.8 |
$27M |
|
1.2M |
21.77 |
Vanguard Ftse Emerging Markets Other
(VWO)
|
2.8 |
$27M |
|
579k |
46.13 |
Vanguard Intm-term Govt Bond F Other
(VGIT)
|
2.7 |
$25M |
|
403k |
62.91 |
Schwab Intl Equity Etf Other
(SCHF)
|
2.1 |
$20M |
|
546k |
36.72 |
Schwab Short Term Us Treasury Other
(SCHO)
|
1.8 |
$18M |
|
354k |
49.54 |
Schwab Us Mid Cap Etf Other
(SCHM)
|
1.7 |
$17M |
|
219k |
75.86 |
Schwab Us Small Cap Etf Other
(SCHA)
|
1.4 |
$14M |
|
290k |
47.36 |
Invesco Taxable Municipal Bond Other
(BAB)
|
1.4 |
$13M |
|
442k |
29.67 |
Schwab Us Aggregate Bond Etf Other
(SCHZ)
|
1.2 |
$12M |
|
231k |
50.57 |
Schwab Us Reit Etf Other
(SCHH)
|
1.2 |
$12M |
|
466k |
24.89 |
Schwab Emerging Markets Etf Other
(SCHE)
|
1.1 |
$11M |
|
393k |
27.77 |
Vanguard S&p 500 Etf Other
(VOO)
|
1.0 |
$9.5M |
|
23k |
415.17 |
Vanguard Mid-cap Value Index Other
(VOE)
|
0.9 |
$8.8M |
|
59k |
149.67 |
Ishares Dj Intl Epac Select Di Other
(IDV)
|
0.9 |
$8.2M |
|
259k |
31.76 |
Microsoft Corp Common Stock
(MSFT)
|
0.7 |
$7.0M |
|
23k |
308.33 |
Vanguard Small Cap Value Etf Other
(VBR)
|
0.7 |
$6.9M |
|
39k |
175.95 |
Jp Morgan Chase & Co Common Stock
(JPM)
|
0.6 |
$5.7M |
|
42k |
136.32 |
Schwab Intermediate Term-us Other
(SCHR)
|
0.6 |
$5.5M |
|
104k |
53.25 |
Johnson & Johnson Common Stock
(JNJ)
|
0.5 |
$5.0M |
|
28k |
177.22 |
Verizon Communications Common Stock
(VZ)
|
0.5 |
$4.3M |
|
84k |
50.94 |
Pepsico Common Stock
(PEP)
|
0.4 |
$4.2M |
|
25k |
167.37 |
Vanguard Tot World Stk Index Other
(VT)
|
0.4 |
$3.8M |
|
37k |
101.30 |
Chevron Corporation Common Stock
(CVX)
|
0.4 |
$3.5M |
|
21k |
162.84 |
Intel Corp Common Stock
(INTC)
|
0.4 |
$3.5M |
|
70k |
49.55 |
Ishares 7-10 Year Treasury B Other
(IEF)
|
0.4 |
$3.4M |
|
32k |
107.46 |
Virtu Financial Inc Cl A Common Stock
(VIRT)
|
0.3 |
$3.3M |
|
88k |
37.22 |
Enbridge Incorporated Common Stock
(ENB)
|
0.3 |
$3.1M |
|
66k |
46.09 |
Cyberark Software Common Stock
(CYBR)
|
0.3 |
$3.0M |
|
18k |
168.74 |
Vanguard Real Estate Etf Other
(VNQ)
|
0.3 |
$3.0M |
|
28k |
108.35 |
Ishares Core U.s. Aggregate Other
(AGG)
|
0.3 |
$3.0M |
|
28k |
107.08 |
Schwab Us Dvd Equity Etf Other
(SCHD)
|
0.3 |
$2.9M |
|
37k |
78.90 |
Pfizer Common Stock
(PFE)
|
0.3 |
$2.8M |
|
54k |
51.78 |
Visa Inc Cl A Common Stock
(V)
|
0.3 |
$2.8M |
|
12k |
221.79 |
Mcdonalds Corp Common Stock
(MCD)
|
0.3 |
$2.8M |
|
11k |
247.33 |
Cisco Systems Common Stock
(CSCO)
|
0.3 |
$2.7M |
|
48k |
55.75 |
Vanguard Ftse Developed Market Other
(VEA)
|
0.3 |
$2.6M |
|
55k |
48.04 |
Schwab Us Tips Etf Other
(SCHP)
|
0.3 |
$2.6M |
|
43k |
60.71 |
Ishares Msci Kld 400 Social Et Other
(DSI)
|
0.3 |
$2.6M |
|
30k |
86.64 |
Spdr Bloomberg St Yield Bond E Other
(SJNK)
|
0.3 |
$2.6M |
|
98k |
26.24 |
Mdu Resources Group Common Stock
(MDU)
|
0.3 |
$2.5M |
|
94k |
26.65 |
Lowes Cos Common Stock
(LOW)
|
0.3 |
$2.4M |
|
12k |
202.23 |
Fedex Corporation Common Stock
(FDX)
|
0.3 |
$2.4M |
|
10k |
231.42 |
Exxon Mobil Corp Common Stock
(XOM)
|
0.3 |
$2.4M |
|
29k |
82.58 |
Public Storage Inc Reit Common Stock
(PSA)
|
0.2 |
$2.4M |
|
6.1k |
390.34 |
Raytheon Technologies Corp Common Stock
(RTX)
|
0.2 |
$2.3M |
|
23k |
99.05 |
Tradeweb Markets Inc Cl A Common Stock
(TW)
|
0.2 |
$2.2M |
|
26k |
87.85 |
Ishares Esg Aware Msci Usa Other
(ESGU)
|
0.2 |
$2.2M |
|
22k |
101.33 |
Constellation Brands Common Stock
(STZ)
|
0.2 |
$2.2M |
|
9.7k |
230.32 |
Schwab Fundamental Em L/c Other
(FNDE)
|
0.2 |
$2.2M |
|
77k |
28.95 |
Walmart Common Stock
(WMT)
|
0.2 |
$2.2M |
|
15k |
148.93 |
Vertex Pharmaceuticals Common Stock
(VRTX)
|
0.2 |
$2.2M |
|
8.3k |
261.00 |
Eaton Corp Common Stock
(ETN)
|
0.2 |
$2.1M |
|
14k |
151.73 |
Icon Common Stock
(ICLR)
|
0.2 |
$2.0M |
|
8.4k |
243.23 |
Stryker Corporation Common Stock
(SYK)
|
0.2 |
$2.0M |
|
7.7k |
267.29 |
Disney Walt Common Stock
(DIS)
|
0.2 |
$2.0M |
|
15k |
137.17 |
Intercontinental Exchange Common Stock
(ICE)
|
0.2 |
$2.0M |
|
15k |
132.13 |
Vanguard Ind Fd Mid-cap Other
(VO)
|
0.2 |
$1.9M |
|
8.0k |
237.87 |
Intl. Business Machines Corp Common Stock
(IBM)
|
0.2 |
$1.9M |
|
15k |
130.00 |
Ii-vi Common Stock
|
0.2 |
$1.9M |
|
26k |
72.49 |
Spdr S&p 500 Etf Trust Other
(SPY)
|
0.2 |
$1.8M |
|
4.1k |
451.65 |
Newmont Corp Common Stock
(NEM)
|
0.2 |
$1.8M |
|
23k |
79.44 |
Lockheed Martin Corp Common Stock
(LMT)
|
0.2 |
$1.8M |
|
4.1k |
441.51 |
Consumer Discretionary Selt Other
(XLY)
|
0.2 |
$1.8M |
|
9.5k |
185.00 |
Paychex Common Stock
(PAYX)
|
0.2 |
$1.7M |
|
13k |
136.45 |
Technology Select Sect Spdr Other
(XLK)
|
0.2 |
$1.7M |
|
11k |
158.95 |
Prudential Finl Common Stock
(PRU)
|
0.2 |
$1.7M |
|
14k |
118.21 |
Newell Brands Common Stock
(NWL)
|
0.2 |
$1.6M |
|
75k |
21.41 |
Mastec Common Stock
(MTZ)
|
0.2 |
$1.6M |
|
18k |
87.12 |
Emerson Elec Common Stock
(EMR)
|
0.2 |
$1.6M |
|
16k |
98.04 |
Netapp Common Stock
(NTAP)
|
0.2 |
$1.6M |
|
19k |
83.01 |
Salesforce.com Common Stock
(CRM)
|
0.2 |
$1.5M |
|
7.1k |
212.34 |
Qualcomm Common Stock
(QCOM)
|
0.2 |
$1.5M |
|
9.6k |
152.81 |
Fastenal Common Stock
(FAST)
|
0.2 |
$1.5M |
|
25k |
59.39 |
Meta Platforms Inc Cl A Common Stock
(META)
|
0.1 |
$1.4M |
|
6.4k |
222.38 |
Ishares National Muni Bond Etf Other
(MUB)
|
0.1 |
$1.4M |
|
13k |
109.66 |
Ishares S&p Midcap 400/value E Other
(IJJ)
|
0.1 |
$1.4M |
|
13k |
109.67 |
Waste Management Common Stock
(WM)
|
0.1 |
$1.4M |
|
8.8k |
158.51 |
Walgreens Boots Alliance Common Stock
(WBA)
|
0.1 |
$1.4M |
|
31k |
44.77 |
Comcast Corp-cl A Common Stock
(CMCSA)
|
0.1 |
$1.4M |
|
30k |
46.81 |
United Parcel Service Cl B Common Stock
(UPS)
|
0.1 |
$1.4M |
|
6.4k |
214.44 |
Vmware Common Stock
|
0.1 |
$1.4M |
|
12k |
113.89 |
Nucor Corp Common Stock
(NUE)
|
0.1 |
$1.4M |
|
9.2k |
148.64 |
Diageo Plc Spons Common Stock
(DEO)
|
0.1 |
$1.4M |
|
6.7k |
203.17 |
Paypal Holdings Common Stock
(PYPL)
|
0.1 |
$1.4M |
|
12k |
115.66 |
Genuine Parts Common Stock
(GPC)
|
0.1 |
$1.3M |
|
11k |
125.98 |
Novo Nordisk As Spons Common Stock
(NVO)
|
0.1 |
$1.3M |
|
12k |
111.05 |
Pnc Financial Services Group Common Stock
(PNC)
|
0.1 |
$1.3M |
|
7.1k |
184.38 |
Regions Financial Corp Common Stock
(RF)
|
0.1 |
$1.3M |
|
58k |
22.27 |
Global Payments Common Stock
(GPN)
|
0.1 |
$1.2M |
|
8.8k |
136.88 |
Huntington Ingalls Industries Common Stock
(HII)
|
0.1 |
$1.2M |
|
5.9k |
199.38 |
Abb Ltd Spons Common Stock
(ABBNY)
|
0.1 |
$1.2M |
|
36k |
32.33 |
Ishares S&p Smallcap 600/val E Other
(IJS)
|
0.1 |
$1.1M |
|
11k |
102.36 |
Home Depot Common Stock
(HD)
|
0.1 |
$1.1M |
|
3.6k |
299.44 |
Procter & Gamble Common Stock
(PG)
|
0.1 |
$1.1M |
|
7.0k |
152.76 |
Phillips 66 Common Stock
(PSX)
|
0.1 |
$1.1M |
|
12k |
86.41 |
Hanesbrands Common Stock
(HBI)
|
0.1 |
$1.1M |
|
71k |
14.89 |
Williams-sonoma Common Stock
(WSM)
|
0.1 |
$976k |
|
6.7k |
145.07 |
Paramount Global Cl B Common Stock
(PARA)
|
0.1 |
$966k |
|
26k |
37.80 |
Packaging Corp Of America Common Stock
(PKG)
|
0.1 |
$962k |
|
6.2k |
156.11 |
Ishares S&p Midcap 400/grwth E Other
(IJK)
|
0.1 |
$924k |
|
12k |
77.25 |
Nextera Energy Common Stock
(NEE)
|
0.1 |
$904k |
|
11k |
84.75 |
Novartis Ag Spons Common Stock
(NVS)
|
0.1 |
$902k |
|
10k |
87.74 |
Aon Common Stock
(AON)
|
0.1 |
$901k |
|
2.8k |
325.51 |
Ishares Intermediate Gov/cr Et Other
(GVI)
|
0.1 |
$886k |
|
8.2k |
108.57 |
Deere & Co Common Stock
(DE)
|
0.1 |
$884k |
|
2.1k |
415.58 |
Lilly Eli & Co Common Stock
(LLY)
|
0.1 |
$873k |
|
3.1k |
286.25 |
Ppl Corporation Common Stock
(PPL)
|
0.1 |
$851k |
|
30k |
28.55 |
Vanguard Small-cap Etf Other
(VB)
|
0.1 |
$831k |
|
3.9k |
212.48 |
Illumina Common Stock
(ILMN)
|
0.1 |
$826k |
|
2.4k |
349.26 |
Idexx Labs Common Stock
(IDXX)
|
0.1 |
$776k |
|
1.4k |
547.25 |
Valero Energy Corp Common Stock
(VLO)
|
0.1 |
$766k |
|
7.5k |
101.48 |
Palo Alto Networks Common Stock
(PANW)
|
0.1 |
$735k |
|
1.2k |
622.88 |
Utilities Select Sector Spdr Other
(XLU)
|
0.1 |
$696k |
|
9.3k |
74.45 |
Costco Wholesale Corp Common Stock
(COST)
|
0.1 |
$693k |
|
1.2k |
575.58 |
Coca Cola Common Stock
(KO)
|
0.1 |
$683k |
|
11k |
62.03 |
Vanguard Tax-exempt Bond Index Other
(VTEB)
|
0.1 |
$634k |
|
12k |
51.52 |
Peoples United Financial Common Stock
|
0.1 |
$632k |
|
32k |
20.01 |
Honeywell International Common Stock
(HON)
|
0.1 |
$628k |
|
3.2k |
194.40 |
Lyondellbasell Industries Nv C Common Stock
(LYB)
|
0.1 |
$625k |
|
6.1k |
102.78 |
Ishares Core Msci Emerging Other
(IEMG)
|
0.1 |
$614k |
|
11k |
55.54 |
Danaher Corp Common Stock
(DHR)
|
0.1 |
$611k |
|
2.1k |
293.19 |
Philip Morris International Common Stock
(PM)
|
0.1 |
$606k |
|
6.4k |
94.32 |
Csx Corp Common Stock
(CSX)
|
0.1 |
$555k |
|
15k |
37.47 |
Unitedhealth Group Common Stock
(UNH)
|
0.1 |
$541k |
|
1.1k |
510.38 |
Ishares Esg Aware 1-5 Year Usd Other
(SUSB)
|
0.1 |
$534k |
|
22k |
24.62 |
Merck & Co Common Stock
(MRK)
|
0.1 |
$489k |
|
6.0k |
82.13 |
Ishares Russell Midcap Etf Other
(IWR)
|
0.1 |
$489k |
|
6.3k |
77.99 |
Ishares Msci Eafe Etf Other
(EFA)
|
0.1 |
$488k |
|
6.6k |
73.60 |
Ishares Dj Select Dividend Etf Other
(DVY)
|
0.1 |
$480k |
|
3.7k |
128.24 |
Vanguard Short Term Corp Bond Other
(VCSH)
|
0.0 |
$466k |
|
6.0k |
78.16 |
3M Common Stock
(MMM)
|
0.0 |
$462k |
|
3.1k |
148.66 |
Pimco Inv Grade Corp Bd Etf Other
(CORP)
|
0.0 |
$437k |
|
4.2k |
104.15 |
Financial Select Sector Spdr Other
(XLF)
|
0.0 |
$434k |
|
11k |
38.33 |
Invesco Qqq Trust Series 1 Other
(QQQ)
|
0.0 |
$420k |
|
1.2k |
362.69 |
Spdr S&p 600 Small Cap Value E Other
(SLYV)
|
0.0 |
$419k |
|
5.0k |
83.42 |
Ishares S&p Smallcap/600 Growt Other
(IJT)
|
0.0 |
$407k |
|
3.3k |
125.23 |
Vanguard Inter Term Corp Bond Other
(VCIT)
|
0.0 |
$367k |
|
4.3k |
85.97 |
Tesla Common Stock
(TSLA)
|
0.0 |
$365k |
|
339.00 |
1076.70 |
Conocophillips Common Stock
(COP)
|
0.0 |
$363k |
|
3.6k |
99.93 |
Accenture Plc Cl A Common Stock
(ACN)
|
0.0 |
$358k |
|
1.1k |
337.15 |
Ishares Esg Aware Msci Usa Sm- Other
(ESML)
|
0.0 |
$355k |
|
9.3k |
38.02 |
Ishares Biotechnology Etf Other
(IBB)
|
0.0 |
$351k |
|
2.7k |
130.34 |
Clorox Company Common Stock
(CLX)
|
0.0 |
$332k |
|
2.4k |
139.01 |
Ishares Russell 2000 Growth Et Other
(IWO)
|
0.0 |
$330k |
|
1.3k |
255.62 |
Ishares Esg Aware Msci Eafe Other
(ESGD)
|
0.0 |
$327k |
|
4.4k |
73.83 |
Ishares Iboxx Inv Grd Corp Bon Other
(LQD)
|
0.0 |
$324k |
|
2.7k |
120.94 |
Ishares Msci Eafe Min Vol Fact Other
(EFAV)
|
0.0 |
$321k |
|
4.5k |
72.13 |
Schwab 5-10 Year Corporate B Other
(SCHI)
|
0.0 |
$320k |
|
6.7k |
47.83 |
Ishares Russell 2000 Etf Other
(IWM)
|
0.0 |
$319k |
|
1.6k |
205.14 |
Ipath Bloomberg Commodity In Other
(DJP)
|
0.0 |
$302k |
|
8.2k |
36.91 |
Ishares Barclays 1-3 Year Tr E Other
(SHY)
|
0.0 |
$295k |
|
3.5k |
83.47 |
Ishares Esg Aware Us Aggregate Other
(EAGG)
|
0.0 |
$289k |
|
5.6k |
51.63 |
Vanguard Short-term Tips Other
(VTIP)
|
0.0 |
$283k |
|
5.5k |
51.14 |
Duke Energy Corp Common Stock
(DUK)
|
0.0 |
$260k |
|
2.3k |
111.61 |
Vanguard Dividend Apprec Etf Other
(VIG)
|
0.0 |
$260k |
|
1.6k |
161.89 |
Ishares S&p 500 Value Etf Other
(IVE)
|
0.0 |
$258k |
|
1.7k |
155.61 |
Ishares Short-term National Mu Other
(SUB)
|
0.0 |
$257k |
|
2.5k |
104.58 |
Cvs Health Corp Common Stock
(CVS)
|
0.0 |
$257k |
|
2.5k |
101.22 |
Target Corp Common Stock
(TGT)
|
0.0 |
$250k |
|
1.2k |
211.86 |
Ishares Iboxx Usd High Yield Other
(HYG)
|
0.0 |
$245k |
|
3.0k |
82.77 |
Vanguard Industrials Etf Other
(VIS)
|
0.0 |
$238k |
|
1.2k |
194.60 |
Ishares Global Clean Energy Et Other
(ICLN)
|
0.0 |
$235k |
|
11k |
21.48 |
Southern Company Common Stock
(SO)
|
0.0 |
$233k |
|
3.2k |
72.31 |
Spdr S&p Midcap 400 Etf Trust Other
(MDY)
|
0.0 |
$224k |
|
457.00 |
490.15 |
Wells Fargo & Co Common Stock
(WFC)
|
0.0 |
$214k |
|
4.4k |
48.56 |
Oracle Corporation Common Stock
(ORCL)
|
0.0 |
$207k |
|
2.5k |
82.70 |
General Electric Common Stock
(GE)
|
0.0 |
$202k |
|
2.2k |
91.67 |
Banco Santander Sa Spons Common Stock
(SAN)
|
0.0 |
$149k |
|
44k |
3.39 |
Sqz Biotechnologies Common Stock
(SQZB)
|
0.0 |
$53k |
|
11k |
4.79 |
Cognition Therapeutics Common Stock
(CGTX)
|
0.0 |
$51k |
|
19k |
2.76 |