Vanguard Total Stock Market Index Fund Etf
(VTI)
|
6.9 |
$30M |
|
192k |
156.53 |
Spdr S&p 500 Etf Etf
(SPY)
|
6.3 |
$28M |
|
89k |
308.37 |
Ishares Intermediate Government/credit Bond Etf Etf
(GVI)
|
4.0 |
$18M |
|
149k |
117.72 |
Ishares S&p 500 Growth Etf Etf
(IVW)
|
3.1 |
$14M |
|
65k |
207.49 |
Apple Stock
(AAPL)
|
2.8 |
$12M |
|
34k |
364.80 |
Health Care Select Sector Spdr Fund Etf
(XLV)
|
2.6 |
$12M |
|
116k |
100.07 |
Texas Instrs Stock
(TXN)
|
2.4 |
$11M |
|
83k |
126.96 |
Nvidia Corporation Stock
(NVDA)
|
2.4 |
$11M |
|
28k |
379.90 |
Microsoft Corp Stock
(MSFT)
|
2.2 |
$9.7M |
|
48k |
203.50 |
Abbott Labs Stock
(ABT)
|
2.0 |
$8.6M |
|
95k |
91.43 |
Consumer Discretionary Select Sector Spdr Fund Etf
(XLY)
|
1.9 |
$8.2M |
|
64k |
127.71 |
Technology Select Sector Spdr Fund Etf
(XLK)
|
1.8 |
$8.1M |
|
78k |
104.48 |
Union Pac Corp Stock
(UNP)
|
1.8 |
$7.7M |
|
46k |
169.07 |
Jpmorgan Chase & Co Stock
(JPM)
|
1.6 |
$7.2M |
|
77k |
94.06 |
Church & Dwight Stock
(CHD)
|
1.6 |
$7.1M |
|
93k |
77.30 |
Ishares S&p 500 Value Etf Etf
(IVE)
|
1.6 |
$6.8M |
|
63k |
108.21 |
Lowes Cos Stock
(LOW)
|
1.6 |
$6.8M |
|
51k |
135.11 |
Fiserv Stock
(FI)
|
1.5 |
$6.7M |
|
69k |
97.62 |
Disney Walt Co Com Disney Stock
(DIS)
|
1.5 |
$6.7M |
|
60k |
111.51 |
First Rep Bk San Francisco Cal Stock
(FRCB)
|
1.5 |
$6.6M |
|
62k |
106.00 |
Ishares Russell 1000 Growth Etf Etf
(IWF)
|
1.5 |
$6.5M |
|
34k |
191.95 |
Ishares Core S&p 500 Etf Etf
(IVV)
|
1.5 |
$6.5M |
|
21k |
309.67 |
Vanguard Total Bond Market Index Fund Etf
(BND)
|
1.5 |
$6.4M |
|
73k |
88.34 |
Allstate Corp Stock
(ALL)
|
1.4 |
$6.0M |
|
62k |
96.98 |
Walmart Stock
(WMT)
|
1.3 |
$5.8M |
|
48k |
119.79 |
Danaher Corporation Stock
(DHR)
|
1.3 |
$5.6M |
|
32k |
176.83 |
Utilities Select Sector Spdr Fund Etf
(XLU)
|
1.2 |
$5.2M |
|
93k |
56.43 |
Intel Corp Stock
(INTC)
|
1.2 |
$5.1M |
|
86k |
59.83 |
Check Point Software Tech Ltd Ord Stock
(CHKP)
|
1.0 |
$4.6M |
|
43k |
107.42 |
Cisco Sys Stock
(CSCO)
|
1.0 |
$4.5M |
|
97k |
46.64 |
Communication Services Select Sector Spdra Fund Etf
(XLC)
|
1.0 |
$4.5M |
|
84k |
54.05 |
Ishares Core High Dividend Etf Etf
(HDV)
|
1.0 |
$4.5M |
|
55k |
81.14 |
Materials Select Sector Spdr Fund Etf
(XLB)
|
0.9 |
$4.2M |
|
74k |
56.35 |
Vanguard Short-term Bond Index Fund Etf
(BSV)
|
0.9 |
$3.8M |
|
45k |
83.12 |
Mcdonalds Corp Stock
(MCD)
|
0.8 |
$3.5M |
|
19k |
184.47 |
Ares Capital Corp Cef
(ARCC)
|
0.8 |
$3.4M |
|
238k |
14.45 |
Roper Technologies Stock
(ROP)
|
0.8 |
$3.4M |
|
8.8k |
388.30 |
Financial Select Sector Spdr Fund Etf
(XLF)
|
0.7 |
$3.3M |
|
141k |
23.14 |
Valero Energy Corp Stock
(VLO)
|
0.7 |
$3.1M |
|
53k |
58.82 |
Northrop Grumman Corp Stock
(NOC)
|
0.7 |
$3.1M |
|
10k |
307.39 |
Home Depot Stock
(HD)
|
0.7 |
$3.0M |
|
12k |
250.48 |
Mastercard Incorporated Cl A Stock
(MA)
|
0.7 |
$3.0M |
|
10k |
295.67 |
Real Estate Select Sector Spdr Fund Etf
(XLRE)
|
0.7 |
$2.9M |
|
83k |
34.81 |
Baxter Intl Stock
(BAX)
|
0.6 |
$2.8M |
|
33k |
86.09 |
Procter And Gamble Stock
(PG)
|
0.6 |
$2.8M |
|
23k |
119.57 |
Spdr Portfolio S&p 500 Growth Etf Etf
(SPYG)
|
0.6 |
$2.8M |
|
61k |
44.92 |
Ishares Russell 1000 Value Etf Etf
(IWD)
|
0.6 |
$2.7M |
|
24k |
112.60 |
Becton Dickinson & Co Stock
(BDX)
|
0.6 |
$2.7M |
|
11k |
239.25 |
Spdr Bloomberg Barclays Investment Grade Floating Rate Etf Etf
(FLRN)
|
0.6 |
$2.6M |
|
86k |
30.49 |
American Elec Pwr Stock
(AEP)
|
0.6 |
$2.5M |
|
32k |
79.63 |
Merck & Co Stock
(MRK)
|
0.6 |
$2.5M |
|
32k |
77.33 |
Conocophillips Stock
(COP)
|
0.6 |
$2.4M |
|
58k |
42.02 |
Unilever N V N Y Adr
|
0.6 |
$2.4M |
|
46k |
53.26 |
Ishares S&p Small-cap Fund Etf
(IJR)
|
0.5 |
$2.4M |
|
35k |
68.28 |
Ishares Short Maturity Municipal Bond Etf Etf
(MEAR)
|
0.5 |
$2.3M |
|
45k |
50.15 |
Alphabet Inc Cap Stk Cl A Stock
(GOOGL)
|
0.5 |
$2.2M |
|
1.6k |
1418.05 |
Pfizer Stock
(PFE)
|
0.5 |
$2.2M |
|
66k |
32.71 |
Ishares S&p Midcap Fund Etf
(IJH)
|
0.5 |
$2.1M |
|
12k |
177.82 |
Dte Energy Stock
(DTE)
|
0.5 |
$2.1M |
|
19k |
107.50 |
Ishares National Muni Bond Etf Etf
(MUB)
|
0.5 |
$2.1M |
|
18k |
115.39 |
Facebook Inc Cl A Stock
(META)
|
0.5 |
$2.1M |
|
9.0k |
227.11 |
Chevron Corp Stock
(CVX)
|
0.5 |
$2.0M |
|
23k |
89.22 |
Raytheon Technologies Corp Stock
(RTX)
|
0.5 |
$2.0M |
|
32k |
61.61 |
At&t Stock
(T)
|
0.5 |
$2.0M |
|
65k |
30.23 |
Yum Brands Stock
(YUM)
|
0.4 |
$1.9M |
|
22k |
86.92 |
Colgate Palmolive Stock
(CL)
|
0.4 |
$1.8M |
|
24k |
73.25 |
Deere & Co Stock
(DE)
|
0.4 |
$1.7M |
|
11k |
157.19 |
Fortive Corp Stock
(FTV)
|
0.4 |
$1.7M |
|
25k |
67.66 |
Exxon Mobil Corp Stock
(XOM)
|
0.4 |
$1.7M |
|
37k |
44.72 |
Fifth Third Bancorp Stock
(FITB)
|
0.3 |
$1.5M |
|
78k |
19.28 |
M & T Bk Corp Stock
(MTB)
|
0.3 |
$1.5M |
|
14k |
103.95 |
Industrial Select Sector Spdr Fund Etf
(XLI)
|
0.3 |
$1.5M |
|
21k |
68.68 |
Consumer Staples Select Sector Spdr Fund Etf
(XLP)
|
0.3 |
$1.4M |
|
24k |
58.62 |
Novartis Adr
(NVS)
|
0.3 |
$1.4M |
|
16k |
87.32 |
Spdr Euro Stoxx 50 Etf Etf
(FEZ)
|
0.3 |
$1.4M |
|
39k |
35.54 |
Cvs Health Corp Stock
(CVS)
|
0.3 |
$1.4M |
|
21k |
64.96 |
Jpmorgan Ultra-short Income Etf Etf
(JPST)
|
0.3 |
$1.3M |
|
26k |
50.74 |
Yum China Hldgs Stock
(YUMC)
|
0.3 |
$1.3M |
|
27k |
48.07 |
Bank Montreal Que Stock
(BMO)
|
0.3 |
$1.2M |
|
23k |
53.03 |
Goldman Sachs Access Inflation Protected Usd Bond Etf Etf
(GTIP)
|
0.3 |
$1.2M |
|
22k |
55.25 |
Ishares Core Msci Eafe Etf Etf
(IEFA)
|
0.3 |
$1.2M |
|
20k |
57.15 |
Capital One Finl Corp Stock
(COF)
|
0.3 |
$1.2M |
|
18k |
62.61 |
Ishares Msci Eafe Etf Etf
(EFA)
|
0.3 |
$1.1M |
|
18k |
60.86 |
Ishares Cmbs Etf Etf
(CMBS)
|
0.2 |
$1.1M |
|
20k |
54.94 |
Spdr S&p Dividend Etf Etf
(SDY)
|
0.2 |
$1.1M |
|
12k |
91.24 |
Ishares Short Maturity Bond Etf Etf
(NEAR)
|
0.2 |
$1.1M |
|
21k |
50.01 |
Ishares Russell 1000 Etf Etf
(IWB)
|
0.2 |
$1.1M |
|
6.1k |
171.68 |
Vanguard Total International Stock Etf Etf
(VXUS)
|
0.2 |
$1.0M |
|
21k |
49.18 |
Owl Rock Capital Corporation Cef
(OBDC)
|
0.2 |
$1.0M |
|
84k |
12.33 |
Diageo P L C Adr
(DEO)
|
0.2 |
$1.0M |
|
7.7k |
134.35 |
Vanguard Mortgage-backed Securities Etf Etf
(VMBS)
|
0.2 |
$973k |
|
18k |
54.36 |
Ishares Msci Acwi Ex Us Index Fund Etf
(ACWX)
|
0.2 |
$953k |
|
22k |
43.23 |
Otis Worldwide Corp Stock
(OTIS)
|
0.2 |
$886k |
|
16k |
56.89 |
Ishares Russell 3000 Etf Etf
(IWV)
|
0.2 |
$864k |
|
4.8k |
180.11 |
Ishares Edge Msci Min Vol Global Etf Etf
(ACWV)
|
0.2 |
$858k |
|
9.8k |
87.62 |
Ishares S&p Mid-cap 400 Growth Etf Etf
(IJK)
|
0.2 |
$845k |
|
3.8k |
223.96 |
Johnson & Johnson Stock
(JNJ)
|
0.2 |
$837k |
|
6.0k |
140.67 |
Spdr Portfolio Developed World Ex-us Etf Etf
(SPDW)
|
0.2 |
$799k |
|
29k |
27.64 |
Bk Of America Corp Stock
(BAC)
|
0.2 |
$796k |
|
34k |
23.76 |
Ishares Msci Eafe Value Etf Etf
(EFV)
|
0.2 |
$736k |
|
18k |
39.97 |
Carrier Global Corporation Stock
(CARR)
|
0.2 |
$728k |
|
33k |
22.22 |
Amazon Stock
(AMZN)
|
0.2 |
$712k |
|
258.00 |
2759.69 |
Ishares Russell Mid-cap Etf Etf
(IWR)
|
0.1 |
$638k |
|
12k |
53.58 |
Vanguard Real Estate Etf Etf
(VNQ)
|
0.1 |
$620k |
|
7.9k |
78.57 |
Energy Select Sector Spdr Fund Etf
(XLE)
|
0.1 |
$586k |
|
16k |
37.85 |
Spdr Portfolio Short Term Corporate Bond Etf Etf
(SPSB)
|
0.1 |
$582k |
|
19k |
31.36 |
Pepsico Stock
(PEP)
|
0.1 |
$545k |
|
4.1k |
132.35 |
Alphabet Inc Cap Stk Cl C Stock
(GOOG)
|
0.1 |
$536k |
|
379.00 |
1414.25 |
Berkshire Hathaway Inc Del Cl A Stock
(BRK.A)
|
0.1 |
$535k |
|
2.00 |
267500.00 |
Wells Fargo Co New Perp Pfd Cnv A Convertible Preferred
(WFC.PL)
|
0.1 |
$511k |
|
394.00 |
1296.95 |
Mondelez Intl Inc Cl A Stock
(MDLZ)
|
0.1 |
$483k |
|
9.4k |
51.14 |
Vanguard Russell 1000 Growth Etf Etf
(VONG)
|
0.1 |
$472k |
|
2.4k |
197.49 |
Ishares Russell 2000 Etf Etf
(IWM)
|
0.1 |
$470k |
|
3.3k |
143.12 |
Spdr Portfolio S&p 500 High Dividend Etf Etf
(SPYD)
|
0.1 |
$460k |
|
17k |
27.83 |
Spdr S&p Midcap 400 Etf Etf
(MDY)
|
0.1 |
$450k |
|
1.4k |
324.68 |
Vanguard U.s. Momentum Factor Etf Etf
(VFMO)
|
0.1 |
$415k |
|
4.8k |
85.87 |
Ishares S&p Mid-cap 400 Value Etf Etf
(IJJ)
|
0.1 |
$414k |
|
3.1k |
133.08 |
Regeneron Pharmaceuticals Stock
(REGN)
|
0.1 |
$413k |
|
662.00 |
623.87 |
Spdr Portfolio S&p 400 Mid Cap Etf Etf
(SPMD)
|
0.1 |
$396k |
|
13k |
31.28 |
Vanguard Mid-cap Index Fund Etf
(VO)
|
0.1 |
$387k |
|
2.4k |
163.98 |
Alibaba Group Hldg Adr
(BABA)
|
0.1 |
$363k |
|
1.7k |
215.69 |
Starbucks Corp Stock
(SBUX)
|
0.1 |
$360k |
|
4.9k |
73.51 |
Vanguard Small-cap Index Fund Etf
(VB)
|
0.1 |
$345k |
|
2.4k |
145.88 |
Vanguard Global Ex-u.s. Real Estate Index Etf
(VNQI)
|
0.1 |
$342k |
|
7.3k |
46.70 |
Vanguard Ftse Europe Etf Etf
(VGK)
|
0.1 |
$341k |
|
6.8k |
50.39 |
Waste Mgmt Inc Del Stock
(WM)
|
0.1 |
$338k |
|
3.2k |
105.89 |
Vanguard U.s. Value Factor Etf Etf
(VFVA)
|
0.1 |
$336k |
|
5.7k |
59.22 |
Abbvie Stock
(ABBV)
|
0.1 |
$335k |
|
3.4k |
98.18 |
Verizon Communications Stock
(VZ)
|
0.1 |
$332k |
|
6.0k |
55.09 |
Kla Corp Stock
(KLAC)
|
0.1 |
$327k |
|
1.7k |
194.41 |
Ishares S&p Small-cap 600 Growth Etf Etf
(IJT)
|
0.1 |
$314k |
|
1.8k |
169.91 |
Ishares Core U.s. Aggregate Bond Etf Etf
(AGG)
|
0.1 |
$301k |
|
2.5k |
118.27 |
Sprott Physical Gold Tr Unit Cef
(PHYS)
|
0.1 |
$296k |
|
21k |
14.31 |
Bristol-myers Squibb Stock
(BMY)
|
0.1 |
$289k |
|
4.9k |
58.79 |
Ishares Msci Usa Esg Select Etf Etf
(SUSA)
|
0.1 |
$288k |
|
2.2k |
133.70 |
Ishares Russell Mid-cap Growth Etf Etf
(IWP)
|
0.1 |
$284k |
|
1.8k |
158.31 |
Jpmorgan Research Enhanced High Yield Etf Etf
(BBHY)
|
0.1 |
$277k |
|
5.7k |
48.57 |
Spdr Msci Usa Strategicfactors Etf Etf
(QUS)
|
0.1 |
$269k |
|
3.0k |
88.31 |
Dollar Gen Corp Stock
(DG)
|
0.1 |
$268k |
|
1.4k |
190.75 |
Nextera Energy Stock
(NEE)
|
0.1 |
$257k |
|
1.1k |
239.96 |
Automatic Data Processing Stock
(ADP)
|
0.1 |
$253k |
|
1.7k |
148.82 |
Ishares Iboxx $ High Yield Corporate Bond Etf Etf
(HYG)
|
0.1 |
$252k |
|
3.1k |
81.47 |
Crown Castle Intl Corp Reit
(CCI)
|
0.1 |
$248k |
|
1.5k |
167.34 |
Eaton Vance Tax Mnged Buy Writ Cef
(ETB)
|
0.1 |
$245k |
|
18k |
13.96 |
Visa Inc Com Cl A Stock
(V)
|
0.1 |
$243k |
|
1.3k |
193.47 |
Spdr Portfolio Mortgage Backed Bond Etf Etf
(SPMB)
|
0.1 |
$231k |
|
8.6k |
26.78 |
Citigroup Stock
(C)
|
0.1 |
$230k |
|
4.5k |
51.20 |
Us Bancorp Del Stock
(USB)
|
0.1 |
$229k |
|
6.2k |
36.85 |
Salesforce Stock
(CRM)
|
0.1 |
$227k |
|
1.2k |
187.60 |
Ishares Ibonds Dec 2021 Term Corporate Etf Etf
|
0.1 |
$220k |
|
8.8k |
25.12 |
Ishares Msci Acwi Index Fund Etf
(ACWI)
|
0.0 |
$218k |
|
3.0k |
73.77 |
Wisdomtree Europe Hedged Equity Fund Etf
(HEDJ)
|
0.0 |
$213k |
|
3.5k |
60.70 |
Lockheed Martin Corp Stock
(LMT)
|
0.0 |
$212k |
|
581.00 |
364.89 |
Ishares Msci Emerging Markets Etf Etf
(EEM)
|
0.0 |
$208k |
|
5.2k |
39.95 |
Bain Cap Specialty Fin Inc Com Stk Cef
(BCSF)
|
0.0 |
$154k |
|
14k |
11.10 |
General Electric Stock
|
0.0 |
$78k |
|
11k |
6.82 |