Invesco Qqq Tr Unit Ser 1
(QQQ)
|
21.0 |
$38M |
|
117k |
320.92 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
9.4 |
$17M |
|
230k |
73.16 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
6.5 |
$12M |
|
257k |
45.17 |
Ishares Tr Cohen Steer Reit
(ICF)
|
4.6 |
$8.1M |
|
147k |
55.54 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
4.3 |
$7.7M |
|
220k |
34.80 |
Vanguard Index Fds Large Cap Etf
(VV)
|
3.6 |
$6.4M |
|
34k |
186.81 |
Vanguard Index Fds Growth Etf
(VUG)
|
3.1 |
$5.6M |
|
23k |
249.39 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
2.8 |
$5.1M |
|
91k |
55.36 |
Spdr Ser Tr Prtflo S&p500 Vl
(SPYV)
|
2.7 |
$4.9M |
|
120k |
40.72 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
2.6 |
$4.6M |
|
14k |
332.62 |
Ishares Tr Msci Intl Qualty
(IQLT)
|
2.5 |
$4.5M |
|
128k |
35.30 |
Ishares Tr Sp Smcp600vl Etf
(IJS)
|
2.5 |
$4.5M |
|
48k |
93.59 |
Vanguard Intl Equity Index F Tt Wrld St Etf
(VT)
|
2.5 |
$4.4M |
|
48k |
92.09 |
Ishares Esg Awr Msci Em
(ESGE)
|
2.5 |
$4.4M |
|
139k |
31.48 |
Vanguard Bd Index Fds Intermed Term
(BIV)
|
2.3 |
$4.0M |
|
53k |
76.74 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
1.6 |
$2.9M |
|
32k |
91.16 |
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
1.5 |
$2.7M |
|
27k |
99.25 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
1.4 |
$2.5M |
|
50k |
48.92 |
Ishares Core Msci Emkt
(IEMG)
|
1.3 |
$2.3M |
|
47k |
48.79 |
Vanguard Scottsdale Fds Shrt Trm Corp Bd
(VCSH)
|
1.2 |
$2.2M |
|
28k |
76.23 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
1.1 |
$2.1M |
|
20k |
104.68 |
Insperity
(NSP)
|
1.1 |
$2.0M |
|
17k |
121.55 |
Apple
(AAPL)
|
1.1 |
$2.0M |
|
12k |
164.90 |
Vanguard Index Fds Mcap Gr Idxvip
(VOT)
|
1.0 |
$1.8M |
|
9.4k |
194.89 |
Ishares Tr Core S&p500 Etf
(IVV)
|
1.0 |
$1.7M |
|
4.2k |
411.06 |
Ishares Tr Rus Md Cp Gr Etf
(IWP)
|
0.9 |
$1.7M |
|
18k |
91.03 |
Vanguard Index Fds Real Estate Etf
(VNQ)
|
0.8 |
$1.5M |
|
18k |
83.04 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
0.8 |
$1.4M |
|
6.6k |
210.93 |
Ishares Tr Eafe Sml Cp Etf
(SCZ)
|
0.7 |
$1.3M |
|
21k |
59.51 |
Select Sector Spdr Tr Rl Est Sel Sec
(XLRE)
|
0.6 |
$1.1M |
|
30k |
37.38 |
Vanguard Intl Equity Index F Ftse Smcap Etf
(VSS)
|
0.6 |
$1.1M |
|
9.9k |
109.24 |
Schwab Strategic Tr Us Tips Etf
(SCHP)
|
0.6 |
$1.0M |
|
20k |
53.61 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.6 |
$1.0M |
|
20k |
50.79 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.6 |
$1.0M |
|
5.0k |
204.12 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.6 |
$985k |
|
9.9k |
99.64 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
0.5 |
$946k |
|
9.8k |
96.70 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.4 |
$758k |
|
5.7k |
134.04 |
Dimensional Etf Trust Us Targeted Vlu
(DFAT)
|
0.4 |
$741k |
|
17k |
44.50 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.4 |
$714k |
|
1.7k |
409.39 |
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.4 |
$680k |
|
6.4k |
106.20 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.4 |
$660k |
|
3.1k |
216.38 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.4 |
$632k |
|
2.5k |
250.19 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
0.3 |
$595k |
|
7.8k |
76.49 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.3 |
$561k |
|
2.5k |
226.82 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.3 |
$525k |
|
4.8k |
109.62 |
Ishares Tr Core Intl Aggr
(IAGG)
|
0.3 |
$476k |
|
9.7k |
48.95 |
Microsoft Corporation
(MSFT)
|
0.3 |
$466k |
|
1.6k |
288.38 |
Cadence Bank
(CADE)
|
0.2 |
$435k |
|
21k |
20.76 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$433k |
|
2.3k |
189.52 |
Meta Platforms Cl A
(META)
|
0.2 |
$422k |
|
2.0k |
211.94 |
Vanguard World Esg Us Stk Etf
(ESGV)
|
0.2 |
$409k |
|
5.7k |
71.71 |
Capital Group Fixed Income E Core Plus Incm
(CGCP)
|
0.2 |
$394k |
|
17k |
22.79 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$366k |
|
2.8k |
130.31 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.2 |
$359k |
|
8.9k |
40.40 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.2 |
$355k |
|
5.6k |
63.89 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.2 |
$339k |
|
6.7k |
50.66 |
Invesco Actively Managed Etf Total Return
(GTO)
|
0.2 |
$315k |
|
6.7k |
47.20 |
Merck & Co
(MRK)
|
0.2 |
$309k |
|
2.9k |
106.39 |
Broadcom
(AVGO)
|
0.2 |
$300k |
|
468.00 |
641.54 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$293k |
|
1.6k |
178.35 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$262k |
|
3.9k |
66.85 |
Nushares Etf Tr Nuveen Esg Lrgvl
(NULV)
|
0.1 |
$258k |
|
7.6k |
34.07 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$255k |
|
1.7k |
154.01 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$232k |
|
2.2k |
104.00 |
Tesla Motors
(TSLA)
|
0.1 |
$213k |
|
1.0k |
207.46 |
Vanguard World Esg Intl Stk Etf
(VSGX)
|
0.1 |
$211k |
|
4.0k |
52.37 |
Amazon
(AMZN)
|
0.1 |
$205k |
|
2.0k |
103.29 |
Global X Fds S&p 500 Covered Call Option
(XYLD)
|
0.0 |
$6.6k |
|
16k |
0.41 |
Global X Fds Russell 2000 Call Option
(RYLD)
|
0.0 |
$4.5k |
|
25k |
0.18 |