Ishares Core S&p Mid-cap Mutual Fund/sto
(IJH)
|
7.7 |
$31M |
|
143k |
219.26 |
Ishares Core S&p Small-cap Mutual Fund/sto
(IJR)
|
7.5 |
$30M |
|
347k |
87.19 |
Apple Common Stock
(AAPL)
|
6.7 |
$27M |
|
196k |
138.20 |
Vanguard S&p 500 Etf Mutual Fund/sto
(VOO)
|
6.3 |
$25M |
|
77k |
328.30 |
Ishares Core Msci Eafe Mutual Funds Gl
(IEFA)
|
2.7 |
$11M |
|
206k |
52.67 |
Ishares Core S&p 500 Mutual Fund/sto
(IVV)
|
2.3 |
$9.4M |
|
26k |
358.65 |
Ishares Core Msci Emerging Mutual Funds Gl
(IEMG)
|
2.1 |
$8.5M |
|
199k |
42.98 |
SPDR S&P 500 Mutual Fund/sto
(SPY)
|
1.9 |
$7.8M |
|
22k |
357.18 |
Microsoft Corp Common Stock
(MSFT)
|
1.8 |
$7.4M |
|
32k |
232.89 |
Spdr S&p Midcap 400 Mutual Fund/sto
(MDY)
|
1.8 |
$7.3M |
|
18k |
401.64 |
Ishares National Amt-free Muni Mutual Funds/mu
(MUB)
|
1.8 |
$7.2M |
|
70k |
102.58 |
Amazon Common Stock
(AMZN)
|
1.6 |
$6.5M |
|
58k |
113.01 |
First Trust Low Mutual Fund/gov
(LMBS)
|
1.6 |
$6.5M |
|
138k |
47.35 |
Exxon Mobil Corp Common Stock
(XOM)
|
1.6 |
$6.3M |
|
73k |
87.30 |
Vanguard Value Index Mutual Fund/sto
(VTV)
|
1.4 |
$5.5M |
|
45k |
123.47 |
Vanguard Short-term Corp Bd Idx Mutual Fund/cor
(VCSH)
|
1.3 |
$5.2M |
|
70k |
74.27 |
Ishares Core S&p Total Us Mutual Fund/sto
(ITOT)
|
1.2 |
$4.9M |
|
61k |
79.54 |
Vanguard Real Estate Etf Mutual Fund/sto
(VNQ)
|
1.1 |
$4.5M |
|
57k |
80.17 |
Ishares Russell 1000 Growth Mutual Fund/sto
(IWF)
|
1.0 |
$4.1M |
|
20k |
210.39 |
Unitedhealth Group Common Stock
(UNH)
|
1.0 |
$4.0M |
|
7.9k |
505.04 |
Vanguard Total Bond Market Etf Mutual Fund/gov
(BND)
|
1.0 |
$3.9M |
|
55k |
71.32 |
Ishares Msci Eafe Mutual Funds Gl
(EFA)
|
0.9 |
$3.8M |
|
68k |
56.01 |
Alphabet Common Stock
(GOOGL)
|
0.9 |
$3.8M |
|
40k |
95.65 |
Vanguard Mid-cap Etf Mutual Fund/sto
(VO)
|
0.9 |
$3.6M |
|
19k |
187.96 |
Alphabet Common Stock
(GOOG)
|
0.9 |
$3.5M |
|
36k |
96.14 |
Abbott Laboratories Common Stock
(ABT)
|
0.8 |
$3.4M |
|
35k |
96.77 |
Vanguard Small Cap Etf Mutual Fund/sto
(VB)
|
0.8 |
$3.3M |
|
19k |
170.89 |
Ishares St National Amtfree Mutual Funds/mu
(SUB)
|
0.8 |
$3.1M |
|
30k |
102.66 |
Johnson & Johnson Common Stock
(JNJ)
|
0.7 |
$2.9M |
|
18k |
163.34 |
Visa Common Stock
(V)
|
0.7 |
$2.8M |
|
16k |
177.63 |
Chevron Corp Common Stock
(CVX)
|
0.7 |
$2.7M |
|
19k |
143.71 |
Abbvie Inc Sr Nt Common Stock
(ABBV)
|
0.7 |
$2.6M |
|
20k |
134.22 |
Jp Morgan Chase & Co Common Stock
(JPM)
|
0.7 |
$2.6M |
|
25k |
104.52 |
Merck & Co Common Stock
(MRK)
|
0.6 |
$2.6M |
|
30k |
86.13 |
Home Depot Common Stock
(HD)
|
0.6 |
$2.6M |
|
9.3k |
275.95 |
Bank Of America Corp Common Stock
(BAC)
|
0.6 |
$2.6M |
|
85k |
30.20 |
Eli Lilly & Co Common Stock
(LLY)
|
0.6 |
$2.4M |
|
7.3k |
323.33 |
Ishares Msci Emerging Markets Mutual Fund/sto
(EEM)
|
0.6 |
$2.3M |
|
66k |
34.88 |
Accenture Foreign Stock
(ACN)
|
0.6 |
$2.3M |
|
8.8k |
257.30 |
Pfizer Common Stock
(PFE)
|
0.6 |
$2.3M |
|
51k |
43.76 |
Nextera Energy Common Stock
(NEE)
|
0.6 |
$2.2M |
|
29k |
78.40 |
Procter & Gamble Common Stock
(PG)
|
0.5 |
$2.2M |
|
17k |
126.27 |
Vanguard Ftse Developed Markets Mutual Fund/sto
(VEA)
|
0.5 |
$2.2M |
|
60k |
36.37 |
Adobe Systems Common Stock
(ADBE)
|
0.5 |
$2.0M |
|
7.3k |
275.14 |
Vanguard Energy Etf Mutual Fund/sto
(VDE)
|
0.5 |
$2.0M |
|
20k |
101.60 |
Meta Platforms Common Stock
(META)
|
0.5 |
$1.9M |
|
14k |
135.68 |
Ishares Core Total Us Bond Mutual Fund/cor
(AGG)
|
0.5 |
$1.9M |
|
20k |
96.33 |
Mastercard Common Stock
(MA)
|
0.5 |
$1.8M |
|
6.5k |
284.42 |
Philip Morris International Common Stock
(PM)
|
0.5 |
$1.8M |
|
22k |
83.02 |
Costco Wholesale Corp Common Stock
(COST)
|
0.4 |
$1.8M |
|
3.8k |
472.18 |
Illinois Tool Works Common Stock
(ITW)
|
0.4 |
$1.8M |
|
10k |
180.70 |
Ishares Russell 1000 Value Mutual Fund/sto
(IWD)
|
0.4 |
$1.8M |
|
13k |
136.01 |
Pepsico Common Stock
(PEP)
|
0.4 |
$1.7M |
|
10k |
163.25 |
Verizon Communications Common Stock
(VZ)
|
0.4 |
$1.7M |
|
44k |
37.97 |
Ishares Russell Mid-cap Mutual Fund/sto
(IWR)
|
0.4 |
$1.6M |
|
26k |
62.17 |
Duke Energy Corp Common Stock
(DUK)
|
0.4 |
$1.6M |
|
17k |
93.01 |
Salesforce Common Stock
(CRM)
|
0.4 |
$1.5M |
|
11k |
143.82 |
Disney Walt Common Stock
(DIS)
|
0.4 |
$1.5M |
|
16k |
94.35 |
Vanguard Small Cap Value Etf Mutual Fund/sto
(VBR)
|
0.4 |
$1.5M |
|
10k |
143.44 |
Bank New York Mellon Corp Common Stock
(BK)
|
0.4 |
$1.5M |
|
39k |
38.52 |
Vanguard Mid-cap Value Etf Mutual Fund/sto
(VOE)
|
0.4 |
$1.4M |
|
12k |
121.75 |
Southern Common Stock
(SO)
|
0.4 |
$1.4M |
|
21k |
68.03 |
Hdg Msci Eafe Mutual Fund/sto
(HEFA)
|
0.4 |
$1.4M |
|
48k |
29.89 |
Broadcom Common Stock
(AVGO)
|
0.3 |
$1.4M |
|
3.1k |
444.05 |
Ishares Russell 2000 Mutual Fund/sto
(IWM)
|
0.3 |
$1.3M |
|
8.2k |
164.87 |
Energy Select Sector Spdr Fund Mutual Fund/sto
(XLE)
|
0.3 |
$1.3M |
|
19k |
72.01 |
Conocophillips Common Stock
(COP)
|
0.3 |
$1.3M |
|
13k |
102.34 |
Nike Common Stock
(NKE)
|
0.3 |
$1.2M |
|
15k |
83.11 |
Tesla Common Stock
(TSLA)
|
0.3 |
$1.2M |
|
4.5k |
265.16 |
Gilead Sciences Common Stock
(GILD)
|
0.3 |
$1.2M |
|
19k |
61.66 |
Coca Cola Common Stock
(KO)
|
0.3 |
$1.2M |
|
21k |
56.02 |
Honeywell International Common Stock
(HON)
|
0.3 |
$1.2M |
|
7.0k |
167.03 |
British American Tobacco Foreign Stock
(BTI)
|
0.3 |
$1.1M |
|
32k |
35.49 |
Dominion Energy Common Stock
(D)
|
0.3 |
$1.1M |
|
16k |
69.11 |
Nvidia Corp Common Stock
(NVDA)
|
0.3 |
$1.1M |
|
9.0k |
121.44 |
Enbridge Foreign Stock
(ENB)
|
0.3 |
$1.1M |
|
29k |
37.09 |
Crown Castle Common Stock
(CCI)
|
0.3 |
$1.1M |
|
7.5k |
144.48 |
Amgen Common Stock
(AMGN)
|
0.3 |
$1.1M |
|
4.8k |
225.43 |
Csx Corp Common Stock
(CSX)
|
0.3 |
$1.1M |
|
40k |
26.63 |
Eaton Corp Foreign Stock
(ETN)
|
0.3 |
$1.1M |
|
7.9k |
133.33 |
At&t Common Stock
(T)
|
0.3 |
$1.1M |
|
69k |
15.34 |
Automatic Data Processing Common Stock
(ADP)
|
0.3 |
$1.0M |
|
4.6k |
226.18 |
Bce Foreign Stock
(BCE)
|
0.3 |
$1.0M |
|
25k |
41.93 |
Autodesk Common Stock
(ADSK)
|
0.3 |
$1.0M |
|
5.5k |
186.77 |
Mcdonalds Corp Common Stock
(MCD)
|
0.3 |
$1.0M |
|
4.4k |
230.63 |
Comcast Corp Common Stock
(CMCSA)
|
0.3 |
$1.0M |
|
35k |
29.34 |
Trane Technologies Foreign Stock
(TT)
|
0.3 |
$1.0M |
|
7.0k |
144.82 |
Zoetis Common Stock
(ZTS)
|
0.2 |
$1.0M |
|
6.7k |
148.36 |
Cisco Systems Common Stock
(CSCO)
|
0.2 |
$968k |
|
24k |
39.99 |
Ishares Gold Trust Mutual Fund/sto
(IAU)
|
0.2 |
$962k |
|
31k |
31.53 |
Micron Technology Common Stock
(MU)
|
0.2 |
$952k |
|
19k |
50.12 |
Berkshire Hathaway Common Stock
(BRK.B)
|
0.2 |
$910k |
|
3.4k |
267.10 |
Vanguard Short-term Treasury Mutual Fund/gov
(VGSH)
|
0.2 |
$900k |
|
16k |
57.80 |
Bristol-myers Squibb Common Stock
(BMY)
|
0.2 |
$882k |
|
12k |
71.05 |
Airbnb Common Stock
(ABNB)
|
0.2 |
$877k |
|
8.3k |
105.08 |
Gartner Common Stock
(IT)
|
0.2 |
$872k |
|
3.2k |
276.56 |
Texas Instruments Common Stock
(TXN)
|
0.2 |
$869k |
|
5.6k |
154.71 |
Walmart Common Stock
(WMT)
|
0.2 |
$861k |
|
6.6k |
129.63 |
Servicenow Common Stock
(NOW)
|
0.2 |
$838k |
|
2.2k |
377.65 |
Spdr Gold Shares Mutual Fund/sto
(GLD)
|
0.2 |
$832k |
|
5.4k |
154.73 |
American Tower Corp Common Stock
(AMT)
|
0.2 |
$829k |
|
3.9k |
214.60 |
Kimberly Clark Corp Common Stock
(KMB)
|
0.2 |
$799k |
|
7.1k |
112.62 |
National Grid Foreign Stock
(NGG)
|
0.2 |
$789k |
|
15k |
51.50 |
Vanguard Emerging Markets Mutual Fund/sto
(VWO)
|
0.2 |
$785k |
|
22k |
36.50 |
Total S A Foreign Stock
(TTE)
|
0.2 |
$775k |
|
17k |
46.51 |
Paypal Hldgs Common Stock
(PYPL)
|
0.2 |
$750k |
|
8.7k |
86.10 |
Schwab Charles Corp Common Stock
(SCHW)
|
0.2 |
$749k |
|
10k |
71.87 |
Schwab Us Reit Etf Mutual Fund/sto
(SCHH)
|
0.2 |
$713k |
|
38k |
18.68 |
Vodafone Group Foreign Stock
(VOD)
|
0.2 |
$707k |
|
62k |
11.33 |
Williams Companies Common Stock
(WMB)
|
0.2 |
$686k |
|
24k |
28.65 |
Vanguard Total Stock Market Etf Mutual Fund/sto
(VTI)
|
0.2 |
$685k |
|
3.8k |
179.55 |
Lowes Companies Common Stock
(LOW)
|
0.2 |
$653k |
|
3.5k |
187.70 |
Taiwan Semiconductor Foreign Stock
(TSM)
|
0.2 |
$649k |
|
9.5k |
68.54 |
Astrazeneca Foreign Stock
(AZN)
|
0.2 |
$626k |
|
11k |
54.95 |
Truist Finl Corp Common Stock
(TFC)
|
0.2 |
$625k |
|
14k |
43.56 |
Thermo Fisher Scientific Common Stock
(TMO)
|
0.2 |
$619k |
|
1.2k |
506.96 |
Agilent Technologies Common Stock
(A)
|
0.2 |
$615k |
|
5.1k |
121.59 |
Cdn Imperial Bk Foreign Stock
(CM)
|
0.2 |
$608k |
|
14k |
43.74 |
Spdr S&p 600 Small Cap Mutual Fund/sto
|
0.2 |
$608k |
|
8.0k |
75.68 |
Kroger Common Stock
(KR)
|
0.1 |
$602k |
|
14k |
43.77 |
United Parcel Service Common Stock
(UPS)
|
0.1 |
$602k |
|
3.7k |
161.36 |
American Electric Power Common Stock
(AEP)
|
0.1 |
$599k |
|
6.9k |
86.50 |
General Mills Common Stock
(GIS)
|
0.1 |
$590k |
|
7.7k |
76.63 |
International Business Machs Common Stock
(IBM)
|
0.1 |
$590k |
|
5.0k |
118.90 |
Netflix Common Stock
(NFLX)
|
0.1 |
$583k |
|
2.5k |
235.37 |
Altria Group Common Stock
(MO)
|
0.1 |
$576k |
|
14k |
40.36 |
Danaher Corp Common Stock
(DHR)
|
0.1 |
$575k |
|
2.2k |
258.19 |
Huntington Bancshares Common Stock
(HBAN)
|
0.1 |
$572k |
|
43k |
13.19 |
Pnc Financial Services Group Common Stock
(PNC)
|
0.1 |
$553k |
|
3.7k |
149.46 |
Deere & Co Common Stock
(DE)
|
0.1 |
$547k |
|
1.6k |
334.15 |
Valero Energy Corp Common Stock
(VLO)
|
0.1 |
$540k |
|
5.1k |
106.93 |
Intercontinentalexchange Group Common Stock
(ICE)
|
0.1 |
$537k |
|
5.9k |
90.31 |
Voya Finl Common Stock
(VOYA)
|
0.1 |
$534k |
|
8.8k |
60.46 |
Celanese Corp Common Stock
(CE)
|
0.1 |
$531k |
|
5.9k |
90.32 |
Mondelez Intl Common Stock
(MDLZ)
|
0.1 |
$527k |
|
9.6k |
54.84 |
Financial Select Sector Spdrr Mutual Fund/sto
(XLF)
|
0.1 |
$513k |
|
17k |
30.36 |
Monster Beverage Corp Common Stock
(MNST)
|
0.1 |
$512k |
|
5.9k |
86.90 |
Yum! Brands Common Stock
(YUM)
|
0.1 |
$497k |
|
4.7k |
106.24 |
American Express Common Stock
(AXP)
|
0.1 |
$479k |
|
3.5k |
134.97 |
Cvs Health Corporation Common Stock
(CVS)
|
0.1 |
$469k |
|
4.9k |
95.44 |
Digital Realty Trust Common Stock
(DLR)
|
0.1 |
$457k |
|
4.6k |
99.18 |
Clorox Common Stock
(CLX)
|
0.1 |
$456k |
|
3.6k |
128.31 |
Ppl Corp Common Stock
(PPL)
|
0.1 |
$452k |
|
18k |
25.36 |
Raytheon Technologies Corp Common Stock
(RTX)
|
0.1 |
$448k |
|
5.5k |
81.85 |
Gallagher Arthur J & Co Common Stock
(AJG)
|
0.1 |
$448k |
|
2.6k |
171.38 |
Cigna Corp Common Stock
(CI)
|
0.1 |
$447k |
|
1.6k |
277.64 |
Intuitive Surgical Common Stock
(ISRG)
|
0.1 |
$447k |
|
2.4k |
187.50 |
Ishares Us Energy Mutual Fund/sto
(IYE)
|
0.1 |
$439k |
|
11k |
39.34 |
Ishares S&p Small-cap 600 Growth Mutual Fund/sto
(IJT)
|
0.1 |
$428k |
|
4.2k |
101.64 |
Applied Materials Common Stock
(AMAT)
|
0.1 |
$424k |
|
5.2k |
82.01 |
Unilever Foreign Stock
(UL)
|
0.1 |
$424k |
|
9.7k |
43.80 |
Ameriprise Financial Common Stock
(AMP)
|
0.1 |
$421k |
|
1.7k |
251.79 |
Nucor Corp Common Stock
(NUE)
|
0.1 |
$416k |
|
3.9k |
106.89 |
Lockheed Martin Corp Common Stock
(LMT)
|
0.1 |
$409k |
|
1.1k |
385.85 |
Ishares Us Preferred Preferred Stock
(PFF)
|
0.1 |
$393k |
|
12k |
31.64 |
Avantis Intl Eq Etf Mutual Fund/sto
(AVDE)
|
0.1 |
$386k |
|
8.5k |
45.62 |
Illumina Common Stock
(ILMN)
|
0.1 |
$373k |
|
2.0k |
190.89 |
Exelon Corp Common Stock
(EXC)
|
0.1 |
$370k |
|
9.9k |
37.51 |
Tc Energy Corp Foreign Stock
(TRP)
|
0.1 |
$365k |
|
9.1k |
40.24 |
Realty Income Corp Common Stock
(O)
|
0.1 |
$362k |
|
6.2k |
58.24 |
Us Bancorp Del Common Stock
(USB)
|
0.1 |
$350k |
|
8.7k |
40.35 |
Walgreens Boots Alliance Common Stock
(WBA)
|
0.1 |
$349k |
|
11k |
31.37 |
Blackrock Kelso Capital Corp Mutual Fund/cor
|
0.1 |
$348k |
|
103k |
3.39 |
Conagra Brands Common Stock
(CAG)
|
0.1 |
$342k |
|
11k |
32.64 |
Wells Fargo & Co Common Stock
(WFC)
|
0.1 |
$337k |
|
8.4k |
40.26 |
Align Technology Common Stock
(ALGN)
|
0.1 |
$334k |
|
1.6k |
206.81 |
Ishares Msci Usa Minimum Mutual Fund/sto
(USMV)
|
0.1 |
$331k |
|
5.0k |
66.20 |
Advanced Micro Devices Common Stock
(AMD)
|
0.1 |
$330k |
|
5.2k |
63.34 |
Intel Corp Common Stock
(INTC)
|
0.1 |
$322k |
|
13k |
25.74 |
Analog Devices Common Stock
(ADI)
|
0.1 |
$315k |
|
2.3k |
139.20 |
Qualcomm Common Stock
(QCOM)
|
0.1 |
$312k |
|
2.8k |
112.84 |
Lennar Corp Common Stock
(LEN)
|
0.1 |
$306k |
|
4.1k |
74.62 |
Southwest Airlines Common Stock
(LUV)
|
0.1 |
$304k |
|
9.8k |
30.87 |
Kla-tencor Corp Common Stock
(KLAC)
|
0.1 |
$298k |
|
984.00 |
302.85 |
Ishares Short-term Mutual Fund/cor
(IGSB)
|
0.1 |
$298k |
|
6.1k |
49.22 |
Intuit Common Stock
(INTU)
|
0.1 |
$297k |
|
766.00 |
387.73 |
Vanguard Information Technology Mutual Fund/sto
(VGT)
|
0.1 |
$294k |
|
955.00 |
307.85 |
Oracle Corp Common Stock
(ORCL)
|
0.1 |
$292k |
|
4.8k |
61.00 |
Caterpillar Common Stock
(CAT)
|
0.1 |
$287k |
|
1.8k |
163.81 |
Motorola Solutions Common Stock
(MSI)
|
0.1 |
$283k |
|
1.3k |
223.89 |
Palo Alto Networks Common Stock
(PANW)
|
0.1 |
$279k |
|
1.7k |
164.02 |
Allstate Corp Common Stock
(ALL)
|
0.1 |
$274k |
|
2.2k |
124.38 |
Starbucks Corp Common Stock
(SBUX)
|
0.1 |
$266k |
|
3.2k |
84.42 |
Diageo Foreign Stock
(DEO)
|
0.1 |
$264k |
|
1.6k |
169.44 |
3M Common Stock
(MMM)
|
0.1 |
$263k |
|
2.4k |
110.47 |
Synchrony Finl Common Stock
(SYF)
|
0.1 |
$257k |
|
9.1k |
28.24 |
Constellation Energy Corp Common Stock
(CEG)
|
0.1 |
$254k |
|
3.1k |
83.22 |
S&p Global Common Stock
(SPGI)
|
0.1 |
$251k |
|
822.00 |
305.35 |
Msci Common Stock
(MSCI)
|
0.1 |
$248k |
|
589.00 |
421.05 |
Air Products & Chemicals Common Stock
(APD)
|
0.1 |
$238k |
|
1.0k |
232.42 |
Sanofi Foreign Stock
(SNY)
|
0.1 |
$234k |
|
6.2k |
38.00 |
Ingersoll Rand Common Stock
(IR)
|
0.1 |
$232k |
|
5.4k |
43.26 |
Docusign Common Stock
(DOCU)
|
0.1 |
$229k |
|
4.3k |
53.53 |
Activision Blizzard Common Stock
|
0.1 |
$222k |
|
3.0k |
74.37 |
Cme Group Common Stock
(CME)
|
0.1 |
$222k |
|
1.3k |
176.75 |
Medtronic Foreign Stock
(MDT)
|
0.1 |
$220k |
|
2.7k |
80.59 |
Avantis Emg Markets Eq Etf Mutual Fund/sto
(AVEM)
|
0.1 |
$218k |
|
4.8k |
45.85 |
Lam Research Corp Common Stock
(LRCX)
|
0.1 |
$218k |
|
595.00 |
366.39 |
Constellation Brands Common Stock
(STZ)
|
0.1 |
$215k |
|
937.00 |
229.46 |
The Travelers Companies Common Stock
(TRV)
|
0.1 |
$206k |
|
1.3k |
153.27 |
Elevance Health Common Stock
(ELV)
|
0.1 |
$205k |
|
451.00 |
454.55 |
Blackrock Common Stock
(BLK)
|
0.1 |
$204k |
|
370.00 |
551.35 |
BP Foreign Stock
(BP)
|
0.1 |
$204k |
|
7.2k |
28.51 |
Marathon Pete Corp Common Stock
(MPC)
|
0.1 |
$202k |
|
2.0k |
99.26 |
Apple Hospitality Reit Common Stock
(APLE)
|
0.0 |
$190k |
|
14k |
14.05 |
Banco Santander Sa Foreign Stock
(SAN)
|
0.0 |
$24k |
|
10k |
2.34 |