Invesco Qqq Tr Unit Ser 1
(QQQ)
|
19.0 |
$30M |
|
114k |
266.27 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
11.0 |
$18M |
|
233k |
75.54 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
6.5 |
$10M |
|
249k |
41.97 |
Ishares Tr Cohen Steer Reit
(ICF)
|
4.9 |
$7.8M |
|
142k |
54.84 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
4.3 |
$6.8M |
|
212k |
32.21 |
Vanguard Index Fds Large Cap Etf
(VV)
|
3.5 |
$5.6M |
|
32k |
174.20 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
2.9 |
$4.7M |
|
120k |
38.89 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
2.9 |
$4.7M |
|
92k |
50.67 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
2.8 |
$4.5M |
|
14k |
331.33 |
Vanguard Index Fds Growth Etf
(VUG)
|
2.8 |
$4.5M |
|
21k |
213.11 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
2.7 |
$4.3M |
|
47k |
91.31 |
Ishares Tr Msci Intl Qualty
(IQLT)
|
2.6 |
$4.2M |
|
129k |
32.39 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
2.6 |
$4.2M |
|
48k |
86.19 |
Ishares Esg Awr Msci Em
(ESGE)
|
2.6 |
$4.1M |
|
137k |
30.07 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
2.4 |
$3.8M |
|
51k |
74.32 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
1.7 |
$2.7M |
|
32k |
84.88 |
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
1.6 |
$2.5M |
|
26k |
98.65 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
1.4 |
$2.3M |
|
49k |
47.43 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
1.3 |
$2.1M |
|
28k |
75.19 |
Ishares Core Msci Emkt
(IEMG)
|
1.2 |
$2.0M |
|
42k |
46.70 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
1.2 |
$2.0M |
|
19k |
104.27 |
Insperity
(NSP)
|
1.2 |
$1.9M |
|
17k |
113.60 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
1.1 |
$1.7M |
|
9.5k |
179.76 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.9 |
$1.4M |
|
17k |
83.58 |
Apple
(AAPL)
|
0.9 |
$1.4M |
|
11k |
129.94 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.9 |
$1.4M |
|
17k |
82.48 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.8 |
$1.3M |
|
6.2k |
203.83 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.8 |
$1.2M |
|
21k |
56.48 |
Select Sector Spdr Tr Rl Est Sel Sec
(XLRE)
|
0.7 |
$1.1M |
|
31k |
36.93 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.6 |
$1.0M |
|
5.3k |
191.19 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.6 |
$961k |
|
9.3k |
102.79 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.6 |
$952k |
|
2.5k |
384.24 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.6 |
$942k |
|
18k |
51.79 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.6 |
$909k |
|
9.4k |
96.99 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.5 |
$860k |
|
9.1k |
94.64 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.5 |
$784k |
|
2.0k |
382.43 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.5 |
$733k |
|
17k |
43.95 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.4 |
$710k |
|
5.3k |
135.23 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.4 |
$684k |
|
14k |
50.54 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.4 |
$640k |
|
2.6k |
241.90 |
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.4 |
$579k |
|
5.5k |
105.34 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.4 |
$574k |
|
2.9k |
200.53 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.3 |
$542k |
|
7.2k |
75.28 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.3 |
$537k |
|
2.5k |
214.52 |
Cadence Bank
(CADE)
|
0.3 |
$517k |
|
21k |
24.66 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.3 |
$493k |
|
4.7k |
105.43 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.3 |
$465k |
|
2.5k |
183.56 |
Ishares Tr Core Intl Aggr
(IAGG)
|
0.3 |
$431k |
|
9.1k |
47.55 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.2 |
$375k |
|
5.7k |
65.86 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$362k |
|
2.7k |
134.10 |
Capital Group Fixed Income E Core Plus Incm
(CGCP)
|
0.2 |
$355k |
|
16k |
22.28 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.2 |
$325k |
|
5.6k |
58.50 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$323k |
|
8.3k |
38.98 |
Merck & Co
(MRK)
|
0.2 |
$321k |
|
2.9k |
110.95 |
Invesco Actively Managed Etf Total Return
(GTO)
|
0.2 |
$297k |
|
6.4k |
46.47 |
Microsoft Corporation
(MSFT)
|
0.2 |
$279k |
|
1.2k |
239.82 |
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
0.2 |
$260k |
|
7.6k |
34.24 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.2 |
$258k |
|
1.7k |
151.85 |
Broadcom
(AVGO)
|
0.2 |
$249k |
|
446.00 |
559.13 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.1 |
$219k |
|
1.3k |
174.29 |
Bank of America Corporation
(BAC)
|
0.1 |
$206k |
|
6.2k |
33.12 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.1 |
$203k |
|
3.1k |
65.64 |
Global X Fds S&p 500 Covered Call Option
(XYLD)
|
0.0 |
$23k |
|
58k |
0.39 |
Global X Fds Russell 2000 Call Option
(RYLD)
|
0.0 |
$12k |
|
63k |
0.19 |