|
iShares Core S&P Mid-Cap ETF Etf
(IJH)
|
6.2 |
$45M |
|
725k |
62.02 |
|
iShares MSCI EAFE ETF Etf
(EFA)
|
5.9 |
$43M |
|
478k |
89.39 |
|
Microsoft Corp Common Stock
(MSFT)
|
5.6 |
$41M |
|
82k |
497.41 |
|
Apple Common Stock
(AAPL)
|
4.5 |
$33M |
|
159k |
205.17 |
|
Vanguard Short-Term Treasury E Etf
(VGSH)
|
4.2 |
$30M |
|
515k |
58.78 |
|
JPMorgan Chase & Co Common Stock
(JPM)
|
3.1 |
$23M |
|
78k |
289.91 |
|
Blackrock Common Stock
(BLK)
|
2.9 |
$21M |
|
20k |
1049.25 |
|
iShares Core S&P Small-Cap ETF Etf
(IJR)
|
2.6 |
$19M |
|
174k |
109.29 |
|
Alphabet Common Stock
(GOOGL)
|
2.1 |
$15M |
|
85k |
176.23 |
|
Vanguard Intermediate-Term Tre Etf
(VGIT)
|
2.0 |
$14M |
|
238k |
59.81 |
|
Procter & Gamble Co/The Common Stock
(PG)
|
1.9 |
$14M |
|
88k |
159.32 |
|
iShares Core S&P 500 ETF Etf
(IVV)
|
1.9 |
$13M |
|
22k |
620.90 |
|
NVIDIA Corp Common Stock
(NVDA)
|
1.8 |
$13M |
|
81k |
157.99 |
|
Amazon.com Common Stock
(AMZN)
|
1.8 |
$13M |
|
58k |
219.39 |
|
Home Depot Inc/The Common Stock
(HD)
|
1.7 |
$12M |
|
34k |
366.64 |
|
Waste Management Common Stock
(WM)
|
1.6 |
$12M |
|
52k |
228.82 |
|
AbbVie Common Stock
(ABBV)
|
1.6 |
$12M |
|
63k |
185.62 |
|
Johnson & Johnson Common Stock
(JNJ)
|
1.5 |
$11M |
|
73k |
152.75 |
|
Honeywell International Common Stock
(HON)
|
1.5 |
$11M |
|
47k |
232.88 |
|
Broadcom Common Stock
(AVGO)
|
1.5 |
$11M |
|
39k |
275.65 |
|
Vanguard FTSE Emerging Markets Etf
(VWO)
|
1.5 |
$11M |
|
216k |
49.46 |
|
Caterpillar Common Stock
(CAT)
|
1.4 |
$10M |
|
27k |
388.21 |
|
McDonald's Corp Common Stock
(MCD)
|
1.4 |
$9.8M |
|
33k |
292.17 |
|
PepsiCo Common Stock
(PEP)
|
1.3 |
$9.4M |
|
72k |
132.04 |
|
Chevron Corp Common Stock
(CVX)
|
1.3 |
$9.1M |
|
64k |
143.19 |
|
Paychex Common Stock
(PAYX)
|
1.2 |
$8.5M |
|
58k |
145.46 |
|
Emerson Electric Common Stock
(EMR)
|
1.1 |
$7.6M |
|
57k |
133.33 |
|
Microchip Technology Common Stock
(MCHP)
|
1.0 |
$6.9M |
|
98k |
70.37 |
|
Southern Co/The Common Stock
(SO)
|
0.9 |
$6.9M |
|
75k |
91.83 |
|
Meta Platforms Common Stock
(META)
|
0.9 |
$6.8M |
|
9.2k |
738.09 |
|
Visa Common Stock
(V)
|
0.9 |
$6.8M |
|
19k |
355.05 |
|
Cisco Systems Common Stock
(CSCO)
|
0.9 |
$6.2M |
|
90k |
69.38 |
|
Lockheed Martin Corp Common Stock
(LMT)
|
0.9 |
$6.2M |
|
13k |
463.14 |
|
Public Storage Common Stock
(PSA)
|
0.8 |
$5.9M |
|
20k |
293.42 |
|
Ingredion Common Stock
(INGR)
|
0.7 |
$5.3M |
|
39k |
135.62 |
|
Qualcomm Common Stock
(QCOM)
|
0.7 |
$5.0M |
|
32k |
159.26 |
|
Goldman Sachs Group Inc/The Common Stock
(GS)
|
0.7 |
$5.0M |
|
7.0k |
707.75 |
|
Walmart Common Stock
(WMT)
|
0.7 |
$4.9M |
|
50k |
97.78 |
|
Vanguard Total Bond Market ETF Etf
(BND)
|
0.7 |
$4.9M |
|
66k |
73.63 |
|
Altria Group Common Stock
(MO)
|
0.7 |
$4.8M |
|
82k |
58.63 |
|
Prudential Financial Common Stock
(PRU)
|
0.6 |
$4.7M |
|
44k |
107.44 |
|
US Bancorp Common Stock
(USB)
|
0.6 |
$4.5M |
|
100k |
45.25 |
|
CME Group Common Stock
(CME)
|
0.6 |
$4.5M |
|
16k |
275.62 |
|
Genuine Parts Common Stock
(GPC)
|
0.6 |
$4.4M |
|
36k |
121.31 |
|
Cadence Design Systems Common Stock
(CDNS)
|
0.6 |
$4.4M |
|
14k |
308.15 |
|
Medtronic Common Stock
(MDT)
|
0.6 |
$4.3M |
|
49k |
87.17 |
|
American Electric Power Common Stock
(AEP)
|
0.6 |
$4.2M |
|
41k |
103.76 |
|
Intercontinental Exchange Common Stock
(ICE)
|
0.6 |
$4.2M |
|
23k |
183.47 |
|
Marriott International Common Stock
(MAR)
|
0.6 |
$4.2M |
|
15k |
273.21 |
|
Tesla Common Stock
(TSLA)
|
0.6 |
$4.1M |
|
13k |
317.66 |
|
Adobe Common Stock
(ADBE)
|
0.6 |
$4.1M |
|
11k |
386.88 |
|
Enbridge Common Stock
(ENB)
|
0.5 |
$3.9M |
|
87k |
45.32 |
|
Verizon Communications Common Stock
(VZ)
|
0.5 |
$3.8M |
|
89k |
43.27 |
|
Palo Alto Networks Common Stock
(PANW)
|
0.5 |
$3.6M |
|
18k |
204.64 |
|
iShares MSCI ACWI ETF Etf
(ACWI)
|
0.5 |
$3.6M |
|
28k |
128.60 |
|
General Dynamics Corp Common Stock
(GD)
|
0.5 |
$3.5M |
|
12k |
291.66 |
|
Morgan Stanley Common Stock
(MS)
|
0.5 |
$3.4M |
|
24k |
140.86 |
|
EOG Resources Common Stock
(EOG)
|
0.5 |
$3.3M |
|
27k |
119.61 |
|
Sysco Corp Common Stock
(SYY)
|
0.4 |
$3.0M |
|
40k |
75.74 |
|
UnitedHealth Group Common Stock
(UNH)
|
0.4 |
$3.0M |
|
9.5k |
311.97 |
|
Comcast Corp Common Stock
(CMCSA)
|
0.4 |
$2.9M |
|
82k |
35.69 |
|
Applied Materials Common Stock
(AMAT)
|
0.4 |
$2.9M |
|
16k |
183.07 |
|
Bank of America Corp Common Stock
(BAC)
|
0.4 |
$2.9M |
|
61k |
47.32 |
|
Accenture Common Stock
(ACN)
|
0.4 |
$2.9M |
|
9.6k |
298.89 |
|
United Parcel Service Common Stock
(UPS)
|
0.4 |
$2.8M |
|
28k |
100.94 |
|
Merck & Co Common Stock
(MRK)
|
0.4 |
$2.8M |
|
36k |
79.16 |
|
Stryker Corp Common Stock
(SYK)
|
0.4 |
$2.8M |
|
7.0k |
395.63 |
|
Pfizer Common Stock
(PFE)
|
0.4 |
$2.7M |
|
113k |
24.24 |
|
Deere & Co Common Stock
(DE)
|
0.4 |
$2.7M |
|
5.3k |
508.49 |
|
Oracle Corp Common Stock
(ORCL)
|
0.4 |
$2.6M |
|
12k |
218.63 |
|
Principal Spectrum Preferred S Etf
(PREF)
|
0.3 |
$2.5M |
|
131k |
18.97 |
|
Cummins Common Stock
(CMI)
|
0.3 |
$2.4M |
|
7.2k |
327.50 |
|
Zoetis Common Stock
(ZTS)
|
0.3 |
$2.3M |
|
15k |
155.95 |
|
Crown Castle Common Stock
(CCI)
|
0.3 |
$2.2M |
|
22k |
102.73 |
|
Ameriprise Financial Common Stock
(AMP)
|
0.3 |
$2.0M |
|
3.8k |
533.73 |
|
NextEra Energy Common Stock
(NEE)
|
0.3 |
$2.0M |
|
29k |
69.42 |
|
American Express Common Stock
(AXP)
|
0.3 |
$2.0M |
|
6.3k |
318.98 |
|
Cintas Corp Common Stock
(CTAS)
|
0.3 |
$2.0M |
|
8.9k |
222.87 |
|
Uber Technologies Common Stock
(UBER)
|
0.3 |
$2.0M |
|
21k |
93.30 |
|
Walt Disney Co/The Common Stock
(DIS)
|
0.3 |
$2.0M |
|
16k |
124.01 |
|
iShares Gold Trust Etf
(IAU)
|
0.3 |
$1.9M |
|
30k |
62.36 |
|
SPDR Portfolio Short Term Corp Etf
(SPSB)
|
0.2 |
$1.7M |
|
58k |
30.19 |
|
iShares ESG MSCI KLD 400 ETF Etf
(DSI)
|
0.2 |
$1.7M |
|
14k |
116.16 |
|
Duke Energy Corp Common Stock
(DUK)
|
0.2 |
$1.6M |
|
14k |
118.00 |
|
Berkshire Hathaway Common Stock
(BRK.B)
|
0.2 |
$1.5M |
|
3.2k |
485.77 |
|
RTX Corp Common Stock
(RTX)
|
0.2 |
$1.5M |
|
10k |
146.02 |
|
Thermo Fisher Scientific Common Stock
(TMO)
|
0.2 |
$1.4M |
|
3.3k |
405.46 |
|
Marvell Technology Common Stock
(MRVL)
|
0.2 |
$1.3M |
|
17k |
77.40 |
|
Alphabet Common Stock
(GOOG)
|
0.2 |
$1.3M |
|
7.5k |
177.39 |
|
iShares Core MSCI EAFE ETF Etf
(IEFA)
|
0.2 |
$1.2M |
|
15k |
83.48 |
|
Schwab US Dividend Equity ETF Etf
(SCHD)
|
0.2 |
$1.1M |
|
41k |
26.50 |
|
iShares Russell 2000 ETF Etf
(IWM)
|
0.1 |
$1.0M |
|
4.8k |
215.79 |
|
Mastercard Common Stock
(MA)
|
0.1 |
$1.0M |
|
1.8k |
561.94 |
|
iShares S&P Mid-Cap 400 Growth Etf
(IJK)
|
0.1 |
$1.0M |
|
11k |
90.98 |
|
iShares Short-Term National Mu Etf
(SUB)
|
0.1 |
$994k |
|
9.3k |
106.34 |
|
iShares National Muni Bond ETF Etf
(MUB)
|
0.1 |
$991k |
|
9.5k |
104.48 |
|
Technology Select Sector SPDR Etf
(XLK)
|
0.1 |
$985k |
|
3.9k |
253.23 |
|
CyberArk Software Common Stock
(CYBR)
|
0.1 |
$947k |
|
2.3k |
406.88 |
|
Schwab US Broad Market ETF Etf
(SCHB)
|
0.1 |
$863k |
|
36k |
23.83 |
|
iShares Core MSCI Emerging Mar Etf
(IEMG)
|
0.1 |
$861k |
|
14k |
60.03 |
|
iShares ESG Select Screened S& Etf
(XJH)
|
0.1 |
$860k |
|
21k |
41.50 |
|
Autodesk Common Stock
(ADSK)
|
0.1 |
$831k |
|
2.7k |
309.57 |
|
Waters Corp Common Stock
(WAT)
|
0.1 |
$823k |
|
2.4k |
349.04 |
|
iShares S&P Mid-Cap 400 Value Etf
(IJJ)
|
0.1 |
$820k |
|
6.6k |
123.58 |
|
iShares ESG Aware MSCI EM ETF Etf
(ESGE)
|
0.1 |
$811k |
|
21k |
39.17 |
|
Silgan Holdings Common Stock
(SLGN)
|
0.1 |
$797k |
|
15k |
54.18 |
|
Starbucks Corp Common Stock
(SBUX)
|
0.1 |
$789k |
|
8.6k |
91.63 |
|
Gartner Common Stock
(IT)
|
0.1 |
$757k |
|
1.9k |
404.22 |
|
Church & Dwight Common Stock
(CHD)
|
0.1 |
$723k |
|
7.5k |
96.11 |
|
PNC Financial Services Group I Common Stock
(PNC)
|
0.1 |
$694k |
|
3.7k |
186.42 |
|
Equinix Common Stock
(EQIX)
|
0.1 |
$656k |
|
824.00 |
795.47 |
|
iShares Select Dividend ETF Etf
(DVY)
|
0.1 |
$619k |
|
4.7k |
132.81 |
|
Prologis Common Stock
(PLD)
|
0.1 |
$605k |
|
5.8k |
105.12 |
|
Zions Bancorp NA Common Stock
(ZION)
|
0.1 |
$565k |
|
11k |
51.94 |
|
Evergy Common Stock
(EVRG)
|
0.1 |
$531k |
|
7.7k |
68.93 |
|
Pure Storage Common Stock
(PSTG)
|
0.1 |
$530k |
|
9.2k |
57.58 |
|
Owens Corning Common Stock
(OC)
|
0.1 |
$518k |
|
3.8k |
137.52 |
|
Markel Group Common Stock
(MKL)
|
0.1 |
$517k |
|
259.00 |
1997.36 |
|
Vanguard Real Estate ETF Etf
(VNQ)
|
0.1 |
$514k |
|
5.8k |
89.06 |
|
Chart Industries Common Stock
(GTLS)
|
0.1 |
$499k |
|
3.0k |
164.65 |
|
Martin Marietta Materials Common Stock
(MLM)
|
0.1 |
$485k |
|
883.00 |
548.96 |
|
Reinsurance Group of America I Common Stock
(RGA)
|
0.1 |
$482k |
|
2.4k |
198.36 |
|
Charles River Laboratories Int Common Stock
(CRL)
|
0.1 |
$465k |
|
3.1k |
151.73 |
|
Amgen Common Stock
(AMGN)
|
0.1 |
$458k |
|
1.6k |
279.21 |
|
Invesco Exchange-Traded Fund T Etf
(XLG)
|
0.1 |
$446k |
|
8.6k |
52.10 |
|
iShares MSCI EAFE Value ETF Etf
(EFV)
|
0.1 |
$440k |
|
6.9k |
63.48 |
|
iShares MSCI EAFE Growth ETF Etf
(EFG)
|
0.1 |
$431k |
|
3.8k |
112.00 |
|
Rockwell Automation Common Stock
(ROK)
|
0.1 |
$373k |
|
1.1k |
332.17 |
|
Littelfuse Common Stock
(LFUS)
|
0.1 |
$365k |
|
1.6k |
226.73 |
|
Air Products and Chemicals Common Stock
(APD)
|
0.0 |
$357k |
|
1.3k |
282.06 |
|
Vanguard Total International B Etf
(BNDX)
|
0.0 |
$357k |
|
7.2k |
49.51 |
|
Texas Instruments Common Stock
(TXN)
|
0.0 |
$352k |
|
1.7k |
207.62 |
|
Hexcel Corp Common Stock
(HXL)
|
0.0 |
$342k |
|
6.1k |
56.49 |
|
Materials Select Sector SPDR F Etf
(XLB)
|
0.0 |
$335k |
|
3.8k |
87.81 |
|
Mondelez International Common Stock
(MDLZ)
|
0.0 |
$334k |
|
5.0k |
67.44 |
|
Truist Financial Corp Common Stock
(TFC)
|
0.0 |
$331k |
|
7.7k |
42.99 |
|
Vanguard Large-Cap ETF Etf
(VV)
|
0.0 |
$324k |
|
1.1k |
285.30 |
|
Nasdaq Common Stock
(NDAQ)
|
0.0 |
$319k |
|
3.6k |
89.42 |
|
iShares Russell 1000 Growth ET Etf
(IWF)
|
0.0 |
$307k |
|
723.00 |
424.58 |
|
PayPal Holdings Common Stock
(PYPL)
|
0.0 |
$291k |
|
3.9k |
74.32 |
|
Salesforce Common Stock
(CRM)
|
0.0 |
$285k |
|
1.0k |
272.69 |
|
Vanguard Small-Cap ETF Etf
(VB)
|
0.0 |
$283k |
|
1.2k |
236.98 |
|
Enerpac Tool Group Corp Common Stock
(EPAC)
|
0.0 |
$283k |
|
7.0k |
40.56 |
|
Floor & Decor Holdings Common Stock
(FND)
|
0.0 |
$271k |
|
3.6k |
75.96 |
|
BorgWarner Common Stock
(BWA)
|
0.0 |
$266k |
|
7.9k |
33.48 |
|
Oshkosh Corp Common Stock
(OSK)
|
0.0 |
$259k |
|
2.3k |
113.54 |
|
iShares Core S&P U.S. Growth E Etf
(IUSG)
|
0.0 |
$241k |
|
1.6k |
150.40 |
|
Williams-Sonoma Common Stock
(WSM)
|
0.0 |
$240k |
|
1.5k |
163.37 |
|
Invesco Preferred ETF Etf
(PGX)
|
0.0 |
$228k |
|
21k |
11.13 |
|
Johnson Controls International Common Stock
(JCI)
|
0.0 |
$225k |
|
2.1k |
105.62 |
|
Health Care Select Sector SPDR Etf
(XLV)
|
0.0 |
$222k |
|
1.6k |
134.79 |
|
Loews Corp Common Stock
(L)
|
0.0 |
$220k |
|
2.4k |
91.66 |
|
iShares Russell Mid-Cap ETF Etf
(IWR)
|
0.0 |
$210k |
|
2.3k |
91.97 |
|
iShares 5-10 Year Investment G Etf
(IGIB)
|
0.0 |
$208k |
|
3.9k |
53.29 |