|
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
4.2 |
$55M |
|
473k |
115.47 |
|
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
3.7 |
$48M |
|
96k |
500.13 |
|
Broadcom
(AVGO)
|
3.0 |
$39M |
|
24k |
1605.53 |
|
Vanguard Scottsdale Fds Mtg-bkd Secs Etf
(VMBS)
|
2.7 |
$34M |
|
758k |
45.40 |
|
Ishares Tr Core S&p500 Etf
(IVV)
|
2.6 |
$33M |
|
61k |
547.23 |
|
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.3 |
$29M |
|
61k |
479.11 |
|
Shell Spon Ads
(SHEL)
|
1.8 |
$24M |
|
329k |
72.18 |
|
Exxon Mobil Corporation
(XOM)
|
1.8 |
$24M |
|
206k |
115.12 |
|
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
1.8 |
$23M |
|
474k |
49.42 |
|
JPMorgan Chase & Co.
(JPM)
|
1.7 |
$23M |
|
111k |
202.26 |
|
CVS Caremark Corporation
(CVS)
|
1.7 |
$23M |
|
381k |
59.06 |
|
Merck & Co
(MRK)
|
1.7 |
$22M |
|
180k |
123.80 |
|
Hp
(HPQ)
|
1.7 |
$22M |
|
614k |
35.02 |
|
Wells Fargo & Company
(WFC)
|
1.6 |
$21M |
|
360k |
59.39 |
|
Emerson Electric
(EMR)
|
1.6 |
$21M |
|
190k |
110.16 |
|
Cisco Systems
(CSCO)
|
1.6 |
$21M |
|
439k |
47.51 |
|
Spdr Ser Tr Portfolio Intrmd
(SPIB)
|
1.6 |
$20M |
|
624k |
32.56 |
|
International Business Machines
(IBM)
|
1.6 |
$20M |
|
117k |
172.95 |
|
ConocoPhillips
(COP)
|
1.5 |
$20M |
|
175k |
114.38 |
|
Johnson & Johnson
(JNJ)
|
1.5 |
$20M |
|
137k |
146.16 |
|
Tapestry
(TPR)
|
1.5 |
$19M |
|
453k |
42.79 |
|
Bank of New York Mellon Corporation
(BK)
|
1.5 |
$19M |
|
320k |
59.89 |
|
Chevron Corporation
(CVX)
|
1.3 |
$17M |
|
111k |
156.42 |
|
Raytheon Technologies Corp
(RTX)
|
1.3 |
$17M |
|
170k |
100.39 |
|
Genuine Parts Company
(GPC)
|
1.3 |
$17M |
|
121k |
138.32 |
|
Ventas
(VTR)
|
1.3 |
$17M |
|
325k |
51.26 |
|
Kimberly-Clark Corporation
(KMB)
|
1.3 |
$17M |
|
121k |
138.20 |
|
MetLife
(MET)
|
1.3 |
$17M |
|
236k |
70.19 |
|
Atmos Energy Corporation
(ATO)
|
1.3 |
$17M |
|
141k |
116.65 |
|
Medtronic SHS
(MDT)
|
1.3 |
$16M |
|
208k |
78.71 |
|
Philip Morris International
(PM)
|
1.2 |
$16M |
|
159k |
101.33 |
|
Truist Financial Corp equities
(TFC)
|
1.2 |
$16M |
|
413k |
38.85 |
|
Dow
(DOW)
|
1.2 |
$16M |
|
297k |
53.05 |
|
Pfizer
(PFE)
|
1.2 |
$15M |
|
550k |
27.98 |
|
Prudential Financial
(PRU)
|
1.2 |
$15M |
|
128k |
117.19 |
|
Fidelity National Information Services
(FIS)
|
1.1 |
$14M |
|
188k |
75.36 |
|
International Flavors & Fragrances
(IFF)
|
1.1 |
$14M |
|
148k |
95.21 |
|
Verizon Communications
(VZ)
|
1.1 |
$14M |
|
341k |
41.24 |
|
Kellogg Company
(K)
|
1.1 |
$14M |
|
241k |
57.68 |
|
Us Bancorp Del Com New
(USB)
|
1.1 |
$14M |
|
343k |
39.70 |
|
Duke Energy Corp Com New
(DUK)
|
1.0 |
$14M |
|
135k |
100.23 |
|
Smucker J M Com New
(SJM)
|
1.0 |
$13M |
|
123k |
109.04 |
|
Mondelez Intl Cl A
(MDLZ)
|
1.0 |
$13M |
|
201k |
65.44 |
|
Ishares Tr Core S&p Mcp Etf
(IJH)
|
1.0 |
$13M |
|
222k |
58.52 |
|
Stanley Black & Decker
(SWK)
|
1.0 |
$13M |
|
163k |
79.89 |
|
At&t
(T)
|
1.0 |
$13M |
|
667k |
19.11 |
|
Target Corporation
(TGT)
|
1.0 |
$13M |
|
84k |
148.04 |
|
Bristol Myers Squibb
(BMY)
|
0.9 |
$12M |
|
295k |
41.53 |
|
Altshares Trust Merger Arbitrage
(ARB)
|
0.9 |
$12M |
|
446k |
26.92 |
|
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.9 |
$12M |
|
262k |
43.76 |
|
Best Buy
(BBY)
|
0.9 |
$11M |
|
134k |
84.29 |
|
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.9 |
$11M |
|
175k |
64.25 |
|
Travelers Companies
(TRV)
|
0.8 |
$11M |
|
52k |
203.34 |
|
Comcast Corp Cl A
(CMCSA)
|
0.8 |
$10M |
|
257k |
39.16 |
|
Spdr Ser Tr Bloomberg Sht Te
(SJNK)
|
0.8 |
$9.9M |
|
398k |
24.97 |
|
Hewlett Packard Enterprise
(HPE)
|
0.8 |
$9.9M |
|
469k |
21.17 |
|
Simon Property
(SPG)
|
0.8 |
$9.8M |
|
65k |
151.80 |
|
Lockheed Martin Corporation
(LMT)
|
0.8 |
$9.8M |
|
21k |
467.10 |
|
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.7 |
$9.7M |
|
122k |
79.93 |
|
NiSource
(NI)
|
0.7 |
$9.3M |
|
324k |
28.81 |
|
M&T Bank Corporation
(MTB)
|
0.7 |
$9.2M |
|
61k |
151.36 |
|
United Parcel Service CL B
(UPS)
|
0.7 |
$8.7M |
|
64k |
136.85 |
|
National Fuel Gas
(NFG)
|
0.7 |
$8.6M |
|
158k |
54.19 |
|
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.6 |
$7.9M |
|
86k |
91.78 |
|
Devon Energy Corporation
(DVN)
|
0.6 |
$7.6M |
|
160k |
47.40 |
|
Apple
(AAPL)
|
0.5 |
$6.5M |
|
31k |
210.62 |
|
Microsoft Corporation
(MSFT)
|
0.4 |
$5.8M |
|
13k |
446.94 |
|
Vanguard Scottsdale Fds Inter Term Treas
(VGIT)
|
0.4 |
$5.8M |
|
100k |
58.23 |
|
Intel Corporation
(INTC)
|
0.4 |
$5.6M |
|
181k |
30.97 |
|
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.4 |
$5.6M |
|
10k |
544.20 |
|
Dbx Etf Tr Xtrack Hrvst Csi
(ASHR)
|
0.4 |
$5.5M |
|
232k |
23.57 |
|
Home Depot
(HD)
|
0.4 |
$5.2M |
|
15k |
344.24 |
|
Nucor Corporation
(NUE)
|
0.4 |
$5.1M |
|
32k |
158.08 |
|
Spdr Ser Tr Port Mtg Bk Etf
(SPMB)
|
0.4 |
$5.0M |
|
233k |
21.57 |
|
Kohl's Corporation
(KSS)
|
0.4 |
$4.7M |
|
206k |
22.99 |
|
Ishares Tr Core Msci Intl
(IDEV)
|
0.3 |
$4.5M |
|
68k |
65.64 |
|
Dbx Etf Tr Xtrackers Shrt
(SHYL)
|
0.3 |
$4.2M |
|
95k |
44.10 |
|
Bank of America Corporation
(BAC)
|
0.3 |
$4.0M |
|
101k |
39.77 |
|
Eaton Corp SHS
(ETN)
|
0.3 |
$3.9M |
|
13k |
313.55 |
|
PPL Corporation
(PPL)
|
0.3 |
$3.9M |
|
140k |
27.65 |
|
Ishares Core Msci Emkt
(IEMG)
|
0.3 |
$3.8M |
|
70k |
53.53 |
|
Tyson Foods Cl A
(TSN)
|
0.3 |
$3.7M |
|
65k |
57.14 |
|
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.3 |
$3.5M |
|
33k |
106.66 |
|
FedEx Corporation
(FDX)
|
0.3 |
$3.4M |
|
11k |
299.84 |
|
Key
(KEY)
|
0.3 |
$3.3M |
|
232k |
14.21 |
|
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.2 |
$2.9M |
|
62k |
46.61 |
|
S&p Global
(SPGI)
|
0.2 |
$2.7M |
|
6.0k |
446.00 |
|
Skyworks Solutions
(SWKS)
|
0.2 |
$2.7M |
|
25k |
106.58 |
|
Lincoln National Corporation
(LNC)
|
0.2 |
$2.6M |
|
85k |
31.10 |
|
Organon & Co Common Stock
(OGN)
|
0.2 |
$2.6M |
|
127k |
20.70 |
|
Vanguard Index Fds Large Cap Etf
(VV)
|
0.2 |
$2.6M |
|
11k |
249.62 |
|
Wal-Mart Stores
(WMT)
|
0.2 |
$2.6M |
|
39k |
67.71 |
|
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
0.2 |
$2.6M |
|
33k |
77.83 |
|
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.2 |
$2.4M |
|
9.2k |
267.51 |
|
Capital One Financial
(COF)
|
0.2 |
$2.4M |
|
17k |
138.45 |
|
Dbx Etf Tr Xtrackers S&p
(SNPE)
|
0.2 |
$2.2M |
|
44k |
50.06 |
|
Dominion Resources
(D)
|
0.2 |
$2.2M |
|
45k |
49.00 |
|
Indexiq Etf Tr Iq Mrgr Arb Etf
(MNA)
|
0.2 |
$2.1M |
|
66k |
31.60 |
|
Trane Technologies SHS
(TT)
|
0.2 |
$2.0M |
|
6.0k |
328.93 |
|
Quanta Services
(PWR)
|
0.1 |
$1.8M |
|
7.2k |
254.09 |
|
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.1 |
$1.7M |
|
23k |
72.05 |
|
TJX Companies
(TJX)
|
0.1 |
$1.6M |
|
15k |
110.10 |
|
Costco Wholesale Corporation
(COST)
|
0.1 |
$1.6M |
|
1.9k |
849.99 |
|
Fidelity Covington Trust Msci Info Tech I
(FTEC)
|
0.1 |
$1.5M |
|
9.0k |
171.52 |
|
Paramount Global Class B Com
(PARA)
|
0.1 |
$1.5M |
|
140k |
10.39 |
|
Vanguard Intl Equity Index F Allwrld Ex Us
(VEU)
|
0.1 |
$1.5M |
|
25k |
58.64 |
|
Ishares Tr Msci China A
(CNYA)
|
0.1 |
$1.4M |
|
55k |
25.33 |
|
Hanesbrands
(HBI)
|
0.1 |
$1.4M |
|
280k |
4.93 |
|
Visa Com Cl A
(V)
|
0.1 |
$1.3M |
|
5.0k |
262.49 |
|
Bwx Technologies
(BWXT)
|
0.1 |
$1.2M |
|
13k |
95.00 |
|
Mastercard Incorporated Cl A
(MA)
|
0.1 |
$1.2M |
|
2.7k |
441.16 |
|
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$1.1M |
|
6.3k |
182.55 |
|
Ishares Tr Esg Awre 1 5 Yr
(SUSB)
|
0.1 |
$1.1M |
|
45k |
24.49 |
|
Ford Motor Company
(F)
|
0.1 |
$1.1M |
|
87k |
12.54 |
|
Dimensional Etf Trust Us Mktwide Value
(DFUV)
|
0.1 |
$1.1M |
|
28k |
39.27 |
|
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$943k |
|
4.6k |
202.89 |
|
Nushares Etf Tr Nuveen Esg Us
(NUBD)
|
0.1 |
$936k |
|
43k |
21.82 |
|
Procter & Gamble Company
(PG)
|
0.1 |
$850k |
|
5.2k |
164.92 |
|
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$743k |
|
6.0k |
123.80 |
|
Walgreen Boots Alliance
|
0.1 |
$714k |
|
59k |
12.10 |
|
Qualcomm
(QCOM)
|
0.1 |
$681k |
|
3.4k |
199.18 |
|
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.1 |
$681k |
|
2.8k |
242.13 |
|
Pepsi
(PEP)
|
0.1 |
$663k |
|
4.0k |
164.93 |
|
Ishares Tr Core Msci Eafe
(IEFA)
|
0.0 |
$619k |
|
8.5k |
72.64 |
|
Freeport-mcmoran CL B
(FCX)
|
0.0 |
$598k |
|
12k |
48.60 |
|
Meta Platforms Cl A
(META)
|
0.0 |
$568k |
|
1.1k |
504.22 |
|
Dbx Etf Tr Xtrackers Msci
(EASG)
|
0.0 |
$541k |
|
17k |
31.09 |
|
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.0 |
$539k |
|
4.5k |
119.32 |
|
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.0 |
$529k |
|
1.3k |
406.89 |
|
Ftai Aviation SHS
(FTAI)
|
0.0 |
$465k |
|
4.5k |
103.23 |
|
Southern Company
(SO)
|
0.0 |
$442k |
|
5.7k |
77.57 |
|
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.0 |
$436k |
|
9.2k |
47.45 |
|
Dbx Etf Tr Xtkr Msci Emrg
(EMCS)
|
0.0 |
$412k |
|
16k |
25.80 |
|
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.0 |
$381k |
|
7.4k |
51.09 |
|
Texas Capital Bancshares
(TCBI)
|
0.0 |
$379k |
|
6.2k |
61.14 |
|
Ge Aerospace Com New
(GE)
|
0.0 |
$363k |
|
2.3k |
158.97 |
|
Agilent Technologies Inc C ommon
(A)
|
0.0 |
$359k |
|
2.8k |
129.64 |
|
Nushares Etf Tr Esg Hi Tld Crp
(NUHY)
|
0.0 |
$353k |
|
17k |
20.92 |
|
Ishares Tr Esg Scrd S&p Mid
(XJH)
|
0.0 |
$328k |
|
8.3k |
39.57 |
|
Spdr Gold Tr Gold Shs
(GLD)
|
0.0 |
$323k |
|
1.5k |
215.01 |
|
Amazon
(AMZN)
|
0.0 |
$292k |
|
1.5k |
193.31 |
|
Coca-Cola Company
(KO)
|
0.0 |
$257k |
|
4.0k |
63.65 |
|
3M Company
(MMM)
|
0.0 |
$218k |
|
2.1k |
102.19 |
|
CSX Corporation
(CSX)
|
0.0 |
$212k |
|
6.3k |
33.45 |
|
Crescent Energy Company Cl A Com
(CRGY)
|
0.0 |
$172k |
|
15k |
11.85 |
|
Nuveen California Muni Vlu F Com Stk
(NCA)
|
0.0 |
$102k |
|
12k |
8.67 |
|
Ftai Infrastructure Common Stock
(FIP)
|
0.0 |
$91k |
|
11k |
8.63 |