Vanguard Total Stock Market Index Fund Etf
(VTI)
|
5.9 |
$30M |
|
179k |
170.31 |
Spdr S&p 500 Etf Etf
(SPY)
|
5.6 |
$29M |
|
86k |
334.89 |
Apple Stock
(AAPL)
|
3.3 |
$17M |
|
146k |
115.81 |
Ishares Intermediate Government/credit Bond Etf Etf
(GVI)
|
3.2 |
$17M |
|
142k |
117.74 |
Nvidia Corporation Stock
(NVDA)
|
2.9 |
$15M |
|
27k |
541.23 |
Spdr Portfolio S&p 500 Growth Etf Etf
(SPYG)
|
2.8 |
$15M |
|
290k |
50.11 |
Ishares Core S&p 500 Etf Etf
(IVV)
|
2.7 |
$14M |
|
42k |
336.05 |
Ishares S&p 500 Growth Etf Etf
(IVW)
|
2.6 |
$14M |
|
59k |
231.08 |
Health Care Select Sector Spdr Fund Etf
(XLV)
|
2.4 |
$12M |
|
118k |
105.48 |
Texas Instrs Stock
(TXN)
|
2.1 |
$11M |
|
78k |
142.79 |
Abbott Labs Stock
(ABT)
|
1.9 |
$9.6M |
|
88k |
108.83 |
Consumer Discretionary Select Sector Spdr Fund Etf
(XLY)
|
1.8 |
$9.3M |
|
63k |
146.98 |
Technology Select Sector Spdr Fund Etf
(XLK)
|
1.8 |
$9.2M |
|
79k |
116.69 |
Union Pac Corp Stock
(UNP)
|
1.7 |
$8.8M |
|
45k |
196.86 |
Church & Dwight Stock
(CHD)
|
1.6 |
$8.4M |
|
90k |
93.71 |
Lowes Cos Stock
(LOW)
|
1.6 |
$8.4M |
|
51k |
165.86 |
Microsoft Corp Stock
(MSFT)
|
1.5 |
$7.6M |
|
36k |
210.34 |
Disney Walt Co Com Disney Stock
(DIS)
|
1.4 |
$7.5M |
|
60k |
124.08 |
Ishares Russell 1000 Growth Etf Etf
(IWF)
|
1.4 |
$7.5M |
|
34k |
216.89 |
Jpmorgan Chase & Co Stock
(JPM)
|
1.4 |
$7.2M |
|
75k |
96.27 |
Walmart Stock
(WMT)
|
1.4 |
$7.2M |
|
52k |
139.91 |
Vanguard Total Bond Market Index Fund Etf
(BND)
|
1.3 |
$7.0M |
|
79k |
88.22 |
Fiserv Stock
(FI)
|
1.3 |
$6.9M |
|
67k |
103.05 |
Danaher Corporation Stock
(DHR)
|
1.3 |
$6.8M |
|
32k |
215.34 |
First Rep Bk San Francisco Cal Stock
(FRCB)
|
1.3 |
$6.8M |
|
62k |
109.06 |
Ishares S&p 500 Value Etf Etf
(IVE)
|
1.3 |
$6.5M |
|
58k |
112.45 |
Allstate Corp Stock
(ALL)
|
1.1 |
$5.5M |
|
59k |
94.14 |
Utilities Select Sector Spdr Fund Etf
(XLU)
|
1.1 |
$5.5M |
|
93k |
59.38 |
Mastercard Incorporated Cl A Stock
(MA)
|
1.0 |
$5.2M |
|
16k |
338.17 |
Check Point Software Tech Ltd Ord Stock
(CHKP)
|
1.0 |
$5.2M |
|
43k |
120.34 |
Vanguard Short-term Bond Index Fund Etf
(BSV)
|
1.0 |
$5.0M |
|
60k |
83.05 |
Communication Services Select Sector Spdra Fund Etf
(XLC)
|
0.9 |
$4.9M |
|
82k |
59.40 |
Materials Select Sector Spdr Fund Etf
(XLB)
|
0.9 |
$4.7M |
|
75k |
63.64 |
Ishares Core High Dividend Etf Etf
(HDV)
|
0.9 |
$4.7M |
|
58k |
80.48 |
Intel Corp Stock
(INTC)
|
0.9 |
$4.5M |
|
86k |
51.78 |
Ares Capital Corp Cef
(ARCC)
|
0.8 |
$3.9M |
|
281k |
13.95 |
Spdr Portfolio Developed World Ex-us Etf Etf
(SPDW)
|
0.8 |
$3.9M |
|
134k |
29.26 |
Vanguard Dividend Appreciation Index Fund Etf
(VIG)
|
0.8 |
$3.9M |
|
30k |
128.68 |
Cisco Sys Stock
(CSCO)
|
0.7 |
$3.7M |
|
94k |
39.39 |
Home Depot Stock
(HD)
|
0.7 |
$3.7M |
|
13k |
277.74 |
Ishares S&p Small-cap Fund Etf
(IJR)
|
0.7 |
$3.7M |
|
52k |
70.23 |
Financial Select Sector Spdr Fund Etf
(XLF)
|
0.7 |
$3.5M |
|
145k |
24.07 |
Roper Technologies Stock
(ROP)
|
0.7 |
$3.4M |
|
8.6k |
395.07 |
Mcdonalds Corp Stock
(MCD)
|
0.7 |
$3.4M |
|
15k |
219.49 |
Procter And Gamble Stock
(PG)
|
0.6 |
$3.3M |
|
24k |
139.00 |
Vanguard Mid-cap Index Fund Etf
(VO)
|
0.6 |
$3.2M |
|
18k |
176.25 |
Ishares Msci Usa Momentum Factor Etf Etf
(MTUM)
|
0.6 |
$3.1M |
|
21k |
147.40 |
Real Estate Select Sector Spdr Fund Etf
(XLRE)
|
0.5 |
$2.8M |
|
81k |
35.27 |
Ishares Russell 1000 Value Etf Etf
(IWD)
|
0.5 |
$2.8M |
|
24k |
118.15 |
Merck & Co Stock
(MRK)
|
0.5 |
$2.7M |
|
33k |
82.96 |
Broadcom Stock
(AVGO)
|
0.5 |
$2.7M |
|
7.4k |
364.33 |
Vanguard Intermediate-term Bond Index Fund Etf
(BIV)
|
0.5 |
$2.7M |
|
29k |
93.49 |
Chevron Corp Stock
(CVX)
|
0.5 |
$2.6M |
|
37k |
72.01 |
Spdr Bloomberg Barclays Investment Grade Floating Rate Etf Etf
(FLRN)
|
0.5 |
$2.6M |
|
85k |
30.59 |
Unilever N V N Y Adr
|
0.5 |
$2.6M |
|
43k |
60.41 |
Ishares Short Maturity Municipal Bond Etf Etf
(MEAR)
|
0.5 |
$2.5M |
|
50k |
50.19 |
Northrop Grumman Corp Stock
(NOC)
|
0.5 |
$2.4M |
|
7.7k |
315.47 |
Valero Energy Corp Stock
(VLO)
|
0.5 |
$2.4M |
|
56k |
43.32 |
Facebook Inc Cl A Stock
(META)
|
0.4 |
$2.3M |
|
8.9k |
261.90 |
Ishares S&p Midcap Fund Etf
(IJH)
|
0.4 |
$2.3M |
|
12k |
185.33 |
American Elec Pwr Stock
(AEP)
|
0.4 |
$2.3M |
|
28k |
81.74 |
Alphabet Inc Cap Stk Cl A Stock
(GOOGL)
|
0.4 |
$2.3M |
|
1.6k |
1465.47 |
Pfizer Stock
(PFE)
|
0.4 |
$2.2M |
|
60k |
36.70 |
Jpmorgan Ultra-short Income Etf Etf
(JPST)
|
0.4 |
$2.1M |
|
42k |
50.80 |
Ishares National Muni Bond Etf Etf
(MUB)
|
0.4 |
$2.1M |
|
18k |
115.94 |
Baxter Intl Stock
(BAX)
|
0.4 |
$2.0M |
|
25k |
80.42 |
Yum Brands Stock
(YUM)
|
0.4 |
$2.0M |
|
22k |
91.31 |
Verizon Communications Stock
(VZ)
|
0.4 |
$2.0M |
|
34k |
59.50 |
Becton Dickinson & Co Stock
(BDX)
|
0.4 |
$2.0M |
|
8.5k |
232.66 |
Fortive Corp Stock
(FTV)
|
0.4 |
$1.9M |
|
25k |
76.23 |
Industrial Select Sector Spdr Fund Etf
(XLI)
|
0.3 |
$1.7M |
|
22k |
76.98 |
Deere & Co Stock
(DE)
|
0.3 |
$1.6M |
|
7.0k |
221.62 |
Vanguard Total International Stock Etf Etf
(VXUS)
|
0.3 |
$1.5M |
|
29k |
52.16 |
Ishares Cmbs Etf Etf
(CMBS)
|
0.3 |
$1.5M |
|
27k |
55.53 |
Consumer Staples Select Sector Spdr Fund Etf
(XLP)
|
0.3 |
$1.5M |
|
23k |
64.09 |
Conocophillips Stock
(COP)
|
0.3 |
$1.4M |
|
44k |
32.84 |
Spdr Euro Stoxx 50 Etf Etf
(FEZ)
|
0.3 |
$1.4M |
|
39k |
36.36 |
Raytheon Technologies Corp Stock
(RTX)
|
0.3 |
$1.3M |
|
24k |
57.56 |
Dte Energy Stock
(DTE)
|
0.3 |
$1.3M |
|
12k |
115.08 |
Alphabet Inc Cap Stk Cl C Stock
(GOOG)
|
0.3 |
$1.3M |
|
894.00 |
1469.80 |
Capital One Finl Corp Stock
(COF)
|
0.3 |
$1.3M |
|
18k |
71.84 |
Berkshire Hathaway Inc Del Cl A Stock
(BRK.A)
|
0.2 |
$1.3M |
|
4.00 |
320000.00 |
Ishares Russell Mid-cap Growth Etf Etf
(IWP)
|
0.2 |
$1.3M |
|
7.2k |
172.84 |
Fifth Third Bancorp Stock
(FITB)
|
0.2 |
$1.2M |
|
59k |
21.32 |
Ishares Core Msci Eafe Etf Etf
(IEFA)
|
0.2 |
$1.2M |
|
21k |
60.26 |
Ishares Msci Eafe Etf Etf
(EFA)
|
0.2 |
$1.2M |
|
19k |
63.63 |
Novartis Adr
(NVS)
|
0.2 |
$1.2M |
|
14k |
86.93 |
Spdr Portfolio Short Term Treasury Etf Etf
(SPTS)
|
0.2 |
$1.2M |
|
38k |
30.69 |
Ishares Russell 1000 Etf Etf
(IWB)
|
0.2 |
$1.1M |
|
6.1k |
187.19 |
Johnson & Johnson Stock
(JNJ)
|
0.2 |
$1.1M |
|
7.6k |
148.91 |
Spdr S&p Dividend Etf Etf
(SDY)
|
0.2 |
$1.1M |
|
12k |
92.36 |
Ishares Msci Acwi Ex Us Index Fund Etf
(ACWX)
|
0.2 |
$1.1M |
|
24k |
45.97 |
Berkshire Hathaway Inc Del Cl B Stock
(BRK.B)
|
0.2 |
$1.1M |
|
5.1k |
212.99 |
Ameriprise Finl Stock
(AMP)
|
0.2 |
$1.0M |
|
6.7k |
154.18 |
Owl Rock Capital Corporation Cef
(OBDC)
|
0.2 |
$1.0M |
|
84k |
12.06 |
Ishares Russell 3000 Etf Etf
(IWV)
|
0.2 |
$983k |
|
5.0k |
195.62 |
Vanguard Mortgage-backed Securities Etf Etf
(VMBS)
|
0.2 |
$971k |
|
18k |
54.25 |
Exxon Mobil Corp Stock
(XOM)
|
0.2 |
$970k |
|
28k |
34.33 |
Ishares Short Maturity Bond Etf Etf
(NEAR)
|
0.2 |
$946k |
|
19k |
50.13 |
Amgen Stock
(AMGN)
|
0.2 |
$927k |
|
3.6k |
254.11 |
Kraft Heinz Stock
(KHC)
|
0.2 |
$914k |
|
31k |
29.94 |
Caterpillar Inc Del Stock
(CAT)
|
0.2 |
$889k |
|
6.0k |
149.21 |
Amazon Stock
(AMZN)
|
0.2 |
$841k |
|
267.00 |
3149.81 |
Ishares Russell 2000 Growth Etf Etf
(IWO)
|
0.2 |
$804k |
|
3.6k |
221.61 |
Bk Of America Corp Stock
(BAC)
|
0.2 |
$800k |
|
33k |
24.08 |
Ishares S&p Mid-cap 400 Growth Etf Etf
(IJK)
|
0.2 |
$800k |
|
3.3k |
239.31 |
Dominion Energy Stock
(D)
|
0.2 |
$794k |
|
10k |
78.91 |
Ishares Msci Global Min Vol Factor Etf Etf
(ACWV)
|
0.2 |
$792k |
|
8.6k |
91.87 |
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf
(IGIB)
|
0.2 |
$789k |
|
13k |
60.80 |
Philip Morris Intl Stock
(PM)
|
0.1 |
$759k |
|
10k |
74.95 |
Magna Intl Stock
(MGA)
|
0.1 |
$753k |
|
17k |
45.75 |
Spdr Portfolio S&p 500 Value Etf Etf
(SPYV)
|
0.1 |
$744k |
|
25k |
30.22 |
Ishares Msci Eafe Value Etf Etf
(EFV)
|
0.1 |
$743k |
|
18k |
40.35 |
Carrier Global Corporation Stock
(CARR)
|
0.1 |
$736k |
|
24k |
30.53 |
Otis Worldwide Corp Stock
(OTIS)
|
0.1 |
$706k |
|
11k |
62.38 |
Goldman Sachs Access Inflation Protected Usd Bond Etf Etf
(GTIP)
|
0.1 |
$688k |
|
12k |
56.83 |
Spdr Portfolio Short Term Corporate Bond Etf Etf
(SPSB)
|
0.1 |
$683k |
|
22k |
31.39 |
Energy Select Sector Spdr Fund Etf
(XLE)
|
0.1 |
$683k |
|
23k |
29.94 |
Ishares Russell Mid-cap Etf Etf
(IWR)
|
0.1 |
$683k |
|
12k |
57.36 |
Spdr Portfolio Aggregate Bond Etf Etf
(SPAB)
|
0.1 |
$675k |
|
22k |
30.82 |
Ishares 1-5 Year Investment Grade Corporate Bond Etf Etf
(IGSB)
|
0.1 |
$647k |
|
12k |
54.88 |
Salesforce Stock
(CRM)
|
0.1 |
$642k |
|
2.6k |
251.47 |
Vanguard Real Estate Etf Etf
(VNQ)
|
0.1 |
$629k |
|
8.0k |
79.02 |
At&t Stock
(T)
|
0.1 |
$612k |
|
22k |
28.49 |
Ishares Russell Mid-cap Value Etf Etf
(IWS)
|
0.1 |
$587k |
|
7.3k |
80.80 |
Pepsico Stock
(PEP)
|
0.1 |
$583k |
|
4.2k |
138.55 |
Ishares Russell 2000 Etf Etf
(IWM)
|
0.1 |
$561k |
|
3.7k |
149.80 |
Mondelez Intl Inc Cl A Stock
(MDLZ)
|
0.1 |
$556k |
|
9.7k |
57.40 |
Spdr S&p Midcap 400 Etf Etf
(MDY)
|
0.1 |
$541k |
|
1.6k |
338.55 |
Graniteshares Xout U.s. Large Cap Etf Etf
(DRUP)
|
0.1 |
$534k |
|
17k |
32.20 |
Wells Fargo Co New Perp Pfd Cnv A Preferred
(WFC.PL)
|
0.1 |
$529k |
|
394.00 |
1342.64 |
3M Stock
(MMM)
|
0.1 |
$511k |
|
3.2k |
160.09 |
Vanguard U.s. Momentum Factor Etf Etf
(VFMO)
|
0.1 |
$502k |
|
5.3k |
95.02 |
Alibaba Group Hldg Adr
(BABA)
|
0.1 |
$495k |
|
1.7k |
294.12 |
Comcast Corp New Cl A Stock
(CMCSA)
|
0.1 |
$488k |
|
11k |
46.22 |
Ishares Core S&p Total U.s. Stock Market Etf Etf
(ITOT)
|
0.1 |
$470k |
|
6.2k |
75.50 |
Bristol-myers Squibb Stock
(BMY)
|
0.1 |
$457k |
|
7.6k |
60.27 |
Spdr Portfolio S&p 500 High Dividend Etf Etf
(SPYD)
|
0.1 |
$453k |
|
17k |
27.40 |
Starbucks Corp Stock
(SBUX)
|
0.1 |
$429k |
|
5.0k |
85.85 |
Spdr Portfolio S&p 400 Mid Cap Etf Etf
(SPMD)
|
0.1 |
$413k |
|
13k |
32.62 |
Regeneron Pharmaceuticals Stock
(REGN)
|
0.1 |
$385k |
|
687.00 |
560.41 |
Martin Marietta Matls Stock
(MLM)
|
0.1 |
$377k |
|
1.6k |
235.62 |
Colgate Palmolive Stock
(CL)
|
0.1 |
$369k |
|
4.8k |
77.25 |
Vanguard Small-cap Index Fund Etf
(VB)
|
0.1 |
$364k |
|
2.4k |
153.91 |
Yum China Hldgs Stock
(YUMC)
|
0.1 |
$362k |
|
6.8k |
52.92 |
Waste Mgmt Inc Del Stock
(WM)
|
0.1 |
$362k |
|
3.2k |
113.09 |
Ishares Russell 2000 Value Etf Etf
(IWN)
|
0.1 |
$360k |
|
3.6k |
99.26 |
Vanguard Ftse Europe Etf Etf
(VGK)
|
0.1 |
$355k |
|
6.8k |
52.46 |
Vanguard U.s. Value Factor Etf Etf
(VFVA)
|
0.1 |
$350k |
|
5.7k |
61.68 |
Ishares S&p Mid-cap 400 Value Etf Etf
(IJJ)
|
0.1 |
$350k |
|
2.6k |
134.82 |
Brown Forman Corp Cl A Stock
(BF.A)
|
0.1 |
$347k |
|
5.1k |
68.64 |
Mccormick & Co Inc Com Non Vtg Stock
(MKC)
|
0.1 |
$344k |
|
1.8k |
193.91 |
Ishares Core Msci Europe Etf Etf
(IEUR)
|
0.1 |
$338k |
|
7.6k |
44.74 |
Bank Montreal Que Stock
(BMO)
|
0.1 |
$334k |
|
5.7k |
58.42 |
Abbvie Stock
(ABBV)
|
0.1 |
$330k |
|
3.8k |
87.63 |
Cvs Health Corp Stock
(CVS)
|
0.1 |
$328k |
|
5.6k |
58.38 |
Kla Corp Stock
(KLAC)
|
0.1 |
$323k |
|
1.7k |
193.76 |
Jpmorgan Corporate Bond Research Enhanced Etf Etf
(BBCB)
|
0.1 |
$321k |
|
5.6k |
57.14 |
Ishares Core U.s. Aggregate Bond Etf Etf
(AGG)
|
0.1 |
$321k |
|
2.7k |
118.19 |
Ishares Msci Usa Esg Select Etf Etf
(SUSA)
|
0.1 |
$317k |
|
2.2k |
147.17 |
M & T Bk Corp Stock
(MTB)
|
0.1 |
$316k |
|
3.4k |
92.10 |
Nextera Energy Stock
(NEE)
|
0.1 |
$314k |
|
1.1k |
277.88 |
Sprott Physical Gold Tr Unit Cef
(PHYS)
|
0.1 |
$311k |
|
21k |
15.04 |
Dollar Gen Corp Stock
(DG)
|
0.1 |
$295k |
|
1.4k |
209.96 |
Diageo Adr
(DEO)
|
0.1 |
$278k |
|
2.0k |
137.83 |
Ishares S&p Small-cap 600 Growth Etf Etf
(IJT)
|
0.1 |
$277k |
|
1.6k |
176.66 |
Target Corp Stock
(TGT)
|
0.1 |
$264k |
|
1.7k |
157.71 |
Crown Castle Intl Corp Reit
(CCI)
|
0.1 |
$262k |
|
1.6k |
166.24 |
Ishares Iboxx $ High Yield Corporate Bond Etf Etf
(HYG)
|
0.1 |
$260k |
|
3.1k |
84.06 |
Ishares Msci Emerging Markets Etf Etf
(EEM)
|
0.0 |
$256k |
|
5.8k |
44.15 |
Vanguard Ftse All-world Ex Us Index Fund Etf
(VEU)
|
0.0 |
$255k |
|
5.1k |
50.42 |
Visa Inc Com Cl A Stock
(V)
|
0.0 |
$251k |
|
1.3k |
199.84 |
Automatic Data Processing Stock
(ADP)
|
0.0 |
$248k |
|
1.8k |
139.48 |
Price T Rowe Group Stock
(TROW)
|
0.0 |
$247k |
|
1.9k |
128.31 |
Eaton Vance Tax Mnged Buy Writ Cef
(ETB)
|
0.0 |
$239k |
|
18k |
13.62 |
Spdr Msci Usa Strategicfactors Etf Etf
(QUS)
|
0.0 |
$239k |
|
2.5k |
94.62 |
Ishares Msci Acwi Index Fund Etf
(ACWI)
|
0.0 |
$236k |
|
3.0k |
79.86 |
Vanguard U.s. Minimum Volatility Etf Etf
(VFMV)
|
0.0 |
$233k |
|
2.8k |
82.42 |
Lockheed Martin Corp Stock
(LMT)
|
0.0 |
$232k |
|
605.00 |
383.47 |
Us Bancorp Del Stock
(USB)
|
0.0 |
$230k |
|
6.4k |
35.93 |
Spdr Portfolio Mortgage Backed Bond Etf Etf
(SPMB)
|
0.0 |
$230k |
|
8.6k |
26.66 |
Vanguard Global Ex-u.s. Real Estate Index Etf
(VNQI)
|
0.0 |
$225k |
|
4.6k |
48.52 |
Ishares Ibonds Dec 2021 Term Corporate Etf Etf
|
0.0 |
$219k |
|
8.8k |
25.01 |
Wisdomtree Europe Hedged Equity Fund Etf
(HEDJ)
|
0.0 |
$217k |
|
3.5k |
61.84 |
Honeywell Intl Stock
(HON)
|
0.0 |
$212k |
|
1.3k |
164.60 |
Air Prods & Chems Stock
(APD)
|
0.0 |
$211k |
|
707.00 |
298.44 |
Palo Alto Networks Stock
(PANW)
|
0.0 |
$207k |
|
846.00 |
244.68 |
Citigroup Stock
(C)
|
0.0 |
$203k |
|
4.7k |
43.15 |
Invesco Qqq Trust Etf
(QQQ)
|
0.0 |
$203k |
|
732.00 |
277.32 |
Medtronic Stock
(MDT)
|
0.0 |
$203k |
|
2.0k |
104.05 |
Vanguard High Dividend Yield Etf Etf
(VYM)
|
0.0 |
$202k |
|
2.5k |
80.80 |
Bain Cap Specialty Fin Inc Com Stk Cef
(BCSF)
|
0.0 |
$142k |
|
14k |
10.23 |
General Electric Stock
|
0.0 |
$71k |
|
11k |
6.21 |