Spdr Ser Tr Portfolio S&p500
(SPLG)
|
4.3 |
$11M |
|
207k |
52.87 |
Apple
(AAPL)
|
3.6 |
$9.2M |
|
48k |
190.54 |
Microsoft Corporation
(MSFT)
|
3.1 |
$7.8M |
|
23k |
342.66 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
2.9 |
$7.4M |
|
97k |
75.65 |
Ishares Tr Core S&p500 Etf
(IVV)
|
2.7 |
$6.9M |
|
15k |
452.10 |
Ishares Tr Core Total Usd
(IUSB)
|
2.6 |
$6.7M |
|
147k |
45.60 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
2.3 |
$5.8M |
|
140k |
41.67 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
1.9 |
$4.7M |
|
49k |
97.39 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
1.8 |
$4.7M |
|
34k |
137.18 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
1.7 |
$4.3M |
|
44k |
99.03 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.5 |
$3.8M |
|
81k |
46.31 |
Ishares Tr National Mun Etf
(MUB)
|
1.4 |
$3.5M |
|
33k |
107.01 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
1.3 |
$3.2M |
|
43k |
74.37 |
Wisdomtree Tr Yield Enhancd Us
(AGGY)
|
1.1 |
$2.9M |
|
67k |
43.37 |
Ishares Tr Eafe Value Etf
(EFV)
|
1.1 |
$2.9M |
|
57k |
50.30 |
Spdr Ser Tr Nuveen Blmbrg Mu
(TFI)
|
1.1 |
$2.8M |
|
61k |
46.23 |
Amazon
(AMZN)
|
1.1 |
$2.7M |
|
20k |
134.30 |
Phillips Edison & Co Common Stock
(PECO)
|
1.0 |
$2.6M |
|
78k |
33.84 |
UnitedHealth
(UNH)
|
1.0 |
$2.6M |
|
5.8k |
447.75 |
Ishares Tr Mbs Etf
(MBB)
|
1.0 |
$2.5M |
|
27k |
93.81 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
1.0 |
$2.5M |
|
29k |
87.45 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$2.5M |
|
20k |
124.54 |
Ishares Core Msci Emkt
(IEMG)
|
0.9 |
$2.4M |
|
46k |
51.27 |
Ssga Active Etf Tr Blackstone Senr
(SRLN)
|
0.9 |
$2.4M |
|
56k |
41.87 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.9 |
$2.3M |
|
21k |
111.39 |
Visa Com Cl A
(V)
|
0.9 |
$2.3M |
|
9.4k |
243.31 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.9 |
$2.2M |
|
97k |
22.98 |
Wisdomtree Tr Us Total Dividnd
(DTD)
|
0.9 |
$2.2M |
|
35k |
62.78 |
Mastercard Incorporated Cl A
(MA)
|
0.8 |
$2.1M |
|
5.2k |
400.56 |
Home Depot
(HD)
|
0.8 |
$2.1M |
|
6.6k |
314.60 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.7 |
$1.9M |
|
5.5k |
343.54 |
Costco Wholesale Corporation
(COST)
|
0.7 |
$1.9M |
|
3.5k |
538.45 |
Adobe Systems Incorporated
(ADBE)
|
0.7 |
$1.8M |
|
3.6k |
517.28 |
Hca Holdings
(HCA)
|
0.7 |
$1.8M |
|
6.1k |
295.98 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.7 |
$1.8M |
|
22k |
81.38 |
Cintas Corporation
(CTAS)
|
0.7 |
$1.7M |
|
3.5k |
494.48 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$1.7M |
|
11k |
148.87 |
Pepsi
(PEP)
|
0.7 |
$1.7M |
|
8.9k |
187.53 |
Vanguard Index Fds Value Etf
(VTV)
|
0.6 |
$1.6M |
|
11k |
143.29 |
McDonald's Corporation
(MCD)
|
0.6 |
$1.6M |
|
5.3k |
295.22 |
Wisdomtree Tr Intl Qulty Div
(IQDG)
|
0.6 |
$1.5M |
|
43k |
35.11 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.6 |
$1.5M |
|
5.2k |
288.96 |
Thermo Fisher Scientific
(TMO)
|
0.6 |
$1.5M |
|
2.9k |
526.65 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.6 |
$1.5M |
|
7.1k |
209.66 |
Starbucks Corporation
(SBUX)
|
0.6 |
$1.5M |
|
15k |
101.60 |
Metropcs Communications
(TMUS)
|
0.6 |
$1.5M |
|
10k |
140.69 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.5 |
$1.4M |
|
1.9k |
750.74 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.5 |
$1.4M |
|
18k |
76.47 |
First Tr Exchange-traded Senior Ln Fd
(FTSL)
|
0.5 |
$1.3M |
|
28k |
45.70 |
Anheuser Busch Inbev Sa Sponsored Adr
(BUD)
|
0.5 |
$1.3M |
|
22k |
58.15 |
American Electric Power Company
(AEP)
|
0.5 |
$1.3M |
|
15k |
87.28 |
Coca-Cola Company
(KO)
|
0.5 |
$1.3M |
|
21k |
60.35 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.5 |
$1.2M |
|
4.0k |
315.21 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.5 |
$1.2M |
|
17k |
72.91 |
Procter & Gamble Company
(PG)
|
0.5 |
$1.2M |
|
8.2k |
148.95 |
Ishares Tr Esg Msci Leadr
(SUSL)
|
0.5 |
$1.2M |
|
16k |
78.78 |
TJX Companies
(TJX)
|
0.5 |
$1.2M |
|
14k |
84.94 |
Wisdomtree Tr Us Multifactor
(USMF)
|
0.5 |
$1.2M |
|
31k |
39.25 |
Chevron Corporation
(CVX)
|
0.5 |
$1.2M |
|
7.6k |
157.51 |
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.5 |
$1.2M |
|
11k |
110.15 |
Hartford Financial Services
(HIG)
|
0.5 |
$1.2M |
|
16k |
72.49 |
Trane Technologies SHS
(TT)
|
0.5 |
$1.2M |
|
6.0k |
195.44 |
Wal-Mart Stores
(WMT)
|
0.5 |
$1.2M |
|
7.5k |
154.13 |
Gilead Sciences
(GILD)
|
0.4 |
$1.1M |
|
15k |
76.71 |
Duke Energy Corp Com New
(DUK)
|
0.4 |
$1.1M |
|
12k |
93.31 |
Lockheed Martin Corporation
(LMT)
|
0.4 |
$1.1M |
|
2.3k |
466.38 |
Peakstone Realty Trust Common Shares
(PKST)
|
0.4 |
$1.1M |
|
45k |
24.10 |
General Mills
(GIS)
|
0.4 |
$1.1M |
|
14k |
74.79 |
Emerson Electric
(EMR)
|
0.4 |
$1.1M |
|
11k |
92.32 |
Ares Capital Corporation
(ARCC)
|
0.4 |
$1.0M |
|
54k |
19.32 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
0.4 |
$1.0M |
|
16k |
64.90 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.4 |
$1.0M |
|
9.5k |
107.39 |
MetLife
(MET)
|
0.4 |
$1.0M |
|
17k |
59.17 |
Merck & Co
(MRK)
|
0.4 |
$1.0M |
|
9.5k |
106.32 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.4 |
$1.0M |
|
20k |
50.37 |
Williams Companies
(WMB)
|
0.4 |
$995k |
|
29k |
34.26 |
Roper Industries
(ROP)
|
0.4 |
$982k |
|
2.1k |
478.85 |
Nxp Semiconductors N V
(NXPI)
|
0.4 |
$964k |
|
4.5k |
216.52 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.4 |
$960k |
|
4.3k |
224.28 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.4 |
$946k |
|
36k |
26.16 |
NVIDIA Corporation
(NVDA)
|
0.4 |
$940k |
|
2.0k |
459.82 |
Fifth Third Ban
(FITB)
|
0.4 |
$899k |
|
33k |
27.42 |
Walt Disney Company
(DIS)
|
0.4 |
$895k |
|
9.9k |
90.47 |
Cincinnati Financial Corporation
(CINF)
|
0.3 |
$876k |
|
8.8k |
99.68 |
Wisdomtree Tr Us Hgh Yld Corp
(WFHY)
|
0.3 |
$856k |
|
19k |
44.80 |
Entergy Corporation
(ETR)
|
0.3 |
$841k |
|
8.5k |
99.02 |
Bce Com New
(BCE)
|
0.3 |
$832k |
|
19k |
45.07 |
Danaher Corporation
(DHR)
|
0.3 |
$829k |
|
3.5k |
238.81 |
At&t
(T)
|
0.3 |
$827k |
|
55k |
15.12 |
Nextera Energy
(NEE)
|
0.3 |
$827k |
|
11k |
73.71 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.3 |
$823k |
|
28k |
29.28 |
Genuine Parts Company
(GPC)
|
0.3 |
$819k |
|
5.0k |
164.77 |
Old Dominion Freight Line
(ODFL)
|
0.3 |
$816k |
|
2.2k |
377.34 |
National Retail Properties
(NNN)
|
0.3 |
$810k |
|
19k |
43.25 |
Quanta Services
(PWR)
|
0.3 |
$810k |
|
4.1k |
198.27 |
Becton, Dickinson and
(BDX)
|
0.3 |
$810k |
|
3.1k |
259.95 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$808k |
|
7.8k |
104.16 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.3 |
$808k |
|
6.5k |
123.88 |
Interpublic Group of Companies
(IPG)
|
0.3 |
$804k |
|
20k |
39.41 |
Wisdomtree Tr Us Midcap Divid
(DON)
|
0.3 |
$800k |
|
19k |
43.30 |
EOG Resources
(EOG)
|
0.3 |
$795k |
|
6.5k |
122.57 |
Aon Shs Cl A
(AON)
|
0.3 |
$793k |
|
2.4k |
336.85 |
Lyondellbasell Industries N Shs - A -
(LYB)
|
0.3 |
$791k |
|
8.5k |
92.71 |
Marathon Petroleum Corp
(MPC)
|
0.3 |
$788k |
|
6.6k |
119.92 |
Edwards Lifesciences
(EW)
|
0.3 |
$788k |
|
8.5k |
93.09 |
Dominion Resources
(D)
|
0.3 |
$786k |
|
15k |
53.04 |
International Paper Company
(IP)
|
0.3 |
$774k |
|
24k |
31.83 |
Realty Income
(O)
|
0.3 |
$774k |
|
13k |
60.95 |
Zoetis Cl A
(ZTS)
|
0.3 |
$766k |
|
4.5k |
171.00 |
Eversource Energy
(ES)
|
0.3 |
$760k |
|
10k |
73.04 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.3 |
$749k |
|
9.4k |
79.38 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.3 |
$748k |
|
14k |
53.25 |
Philip Morris International
(PM)
|
0.3 |
$748k |
|
7.4k |
100.49 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.3 |
$744k |
|
16k |
47.49 |
Wisdomtree Tr Futre Strat Fd
(WTMF)
|
0.3 |
$721k |
|
21k |
35.04 |
Comcast Corp Cl A
(CMCSA)
|
0.3 |
$720k |
|
17k |
42.56 |
Sonoco Products Company
(SON)
|
0.3 |
$718k |
|
12k |
57.94 |
International Business Machines
(IBM)
|
0.3 |
$715k |
|
5.3k |
133.92 |
Nike CL B
(NKE)
|
0.3 |
$710k |
|
6.6k |
107.84 |
Verizon Communications
(VZ)
|
0.3 |
$709k |
|
21k |
34.64 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.3 |
$705k |
|
5.0k |
142.28 |
American Water Works
(AWK)
|
0.3 |
$702k |
|
4.8k |
145.45 |
Cisco Systems
(CSCO)
|
0.3 |
$695k |
|
14k |
51.53 |
Sempra Energy
(SRE)
|
0.3 |
$693k |
|
4.6k |
149.56 |
Principal Financial
(PFG)
|
0.3 |
$679k |
|
8.5k |
79.90 |
Altria
(MO)
|
0.3 |
$670k |
|
15k |
45.58 |
Northrop Grumman Corporation
(NOC)
|
0.3 |
$667k |
|
1.5k |
457.03 |
Wisdomtree Tr Emg Mkts Smcap
(DGS)
|
0.3 |
$667k |
|
14k |
48.49 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.3 |
$655k |
|
34k |
19.42 |
S&p Global
(SPGI)
|
0.3 |
$650k |
|
1.6k |
412.03 |
FirstEnergy
(FE)
|
0.3 |
$640k |
|
16k |
39.85 |
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.2 |
$619k |
|
5.5k |
113.34 |
Johnson & Johnson
(JNJ)
|
0.2 |
$616k |
|
3.9k |
158.81 |
Avangrid
(AGR)
|
0.2 |
$590k |
|
15k |
38.39 |
Equinix
(EQIX)
|
0.2 |
$587k |
|
732.00 |
801.44 |
Vanguard Star Fds Vg Tl Intl Stk F
(VXUS)
|
0.2 |
$581k |
|
10k |
57.78 |
Prologis
(PLD)
|
0.2 |
$579k |
|
4.6k |
126.95 |
Nextera Energy Partners Com Unit Part In
(NEP)
|
0.2 |
$563k |
|
9.6k |
58.59 |
Ishares Tr Core Us Aggbd Et
(AGG)
|
0.2 |
$560k |
|
5.7k |
98.41 |
Cme
(CME)
|
0.2 |
$560k |
|
3.1k |
183.22 |
Fortinet
(FTNT)
|
0.2 |
$549k |
|
7.0k |
78.24 |
Ishares Tr Europe Etf
(IEV)
|
0.2 |
$530k |
|
10k |
51.76 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.2 |
$529k |
|
17k |
31.03 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.2 |
$528k |
|
7.6k |
69.40 |
Wisdomtree Tr Emer Mkt High Fd
(DEM)
|
0.2 |
$504k |
|
13k |
39.35 |
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.2 |
$502k |
|
11k |
47.08 |
First Horizon National Corporation
(FHN)
|
0.2 |
$497k |
|
39k |
12.72 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.2 |
$496k |
|
15k |
33.48 |
Wisdomtree Tr Us Largecap Fund
(EPS)
|
0.2 |
$493k |
|
10k |
47.54 |
Abbvie
(ABBV)
|
0.2 |
$493k |
|
3.7k |
133.59 |
Pfizer
(PFE)
|
0.2 |
$492k |
|
14k |
36.06 |
Ford Motor Company
(F)
|
0.2 |
$478k |
|
32k |
15.19 |
Citizens Financial
(CFG)
|
0.2 |
$478k |
|
17k |
28.38 |
American Express Company
(AXP)
|
0.2 |
$460k |
|
2.6k |
174.24 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.2 |
$459k |
|
14k |
32.99 |
Wisdomtree Tr Us S Cap Qty Div
(DGRS)
|
0.2 |
$453k |
|
10k |
43.66 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.2 |
$452k |
|
11k |
39.89 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.2 |
$451k |
|
4.4k |
101.89 |
Wisdomtree Tr Us Qtly Div Grt
(DGRW)
|
0.2 |
$446k |
|
6.7k |
66.96 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$433k |
|
4.1k |
104.54 |
Linde SHS
(LIN)
|
0.2 |
$423k |
|
1.1k |
377.14 |
Ishares Tr Aggres Alloc Etf
(AOA)
|
0.2 |
$415k |
|
6.2k |
67.07 |
Ishares Tr Esg Msci Em Ldrs
(LDEM)
|
0.2 |
$400k |
|
8.6k |
46.46 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.2 |
$400k |
|
1.1k |
349.02 |
Hp
(HPQ)
|
0.1 |
$372k |
|
11k |
33.56 |
Ishares Tr Us Infrastruc
(IFRA)
|
0.1 |
$368k |
|
9.2k |
39.91 |
Crown Castle Intl
(CCI)
|
0.1 |
$364k |
|
3.2k |
115.37 |
Citigroup Com New
(C)
|
0.1 |
$363k |
|
7.6k |
47.68 |
Wisdomtree Tr Mortgage Plus Bd
(MTGP)
|
0.1 |
$363k |
|
8.3k |
43.62 |
Unum
(UNM)
|
0.1 |
$363k |
|
7.6k |
47.45 |
Mid-America Apartment
(MAA)
|
0.1 |
$348k |
|
2.2k |
155.73 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.1 |
$347k |
|
5.1k |
67.89 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$340k |
|
824.00 |
413.10 |
Us Bancorp Del Com New
(USB)
|
0.1 |
$337k |
|
9.4k |
35.81 |
Wisdomtree Tr Us Esg Fund
|
0.1 |
$334k |
|
7.2k |
46.71 |
Wendy's/arby's Group
(WEN)
|
0.1 |
$334k |
|
16k |
21.34 |
NiSource
(NI)
|
0.1 |
$333k |
|
12k |
28.16 |
Ishares Tr Msci Emg Mkt Etf
(EEM)
|
0.1 |
$321k |
|
7.8k |
41.24 |
Franklin Resources
(BEN)
|
0.1 |
$315k |
|
11k |
29.21 |
Netflix
(NFLX)
|
0.1 |
$314k |
|
697.00 |
450.38 |
Wisdomtree Tr Intl Smcap Div
(DLS)
|
0.1 |
$303k |
|
4.9k |
62.00 |
Ishares Tr Broad Usd High
(USHY)
|
0.1 |
$296k |
|
8.3k |
35.56 |
Synopsys
(SNPS)
|
0.1 |
$295k |
|
658.00 |
448.84 |
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$284k |
|
2.4k |
116.23 |
Vanguard Charlotte Fds Total Int Bd Etf
(BNDX)
|
0.1 |
$282k |
|
5.8k |
48.72 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.1 |
$281k |
|
5.6k |
50.28 |
Wisdomtree Tr Intl Esg Fund
|
0.1 |
$273k |
|
9.5k |
28.59 |
Whirlpool Corporation
(WHR)
|
0.1 |
$270k |
|
1.7k |
157.02 |
Dbx Etf Tr Xtrack Usd High
(HYLB)
|
0.1 |
$267k |
|
7.7k |
34.74 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.1 |
$265k |
|
3.7k |
71.07 |
ConocoPhillips
(COP)
|
0.1 |
$259k |
|
2.3k |
110.55 |
Tesla Motors
(TSLA)
|
0.1 |
$258k |
|
928.00 |
277.90 |
Parker-Hannifin Corporation
(PH)
|
0.1 |
$251k |
|
629.00 |
398.66 |
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$240k |
|
2.3k |
102.74 |
Ishares Tr Us Hlthcare Etf
(IYH)
|
0.1 |
$236k |
|
861.00 |
274.18 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.1 |
$236k |
|
5.2k |
45.31 |
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
0.1 |
$232k |
|
2.4k |
95.57 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
0.1 |
$232k |
|
2.7k |
85.88 |
American Tower Reit
(AMT)
|
0.1 |
$228k |
|
1.2k |
196.84 |
Simon Property
(SPG)
|
0.1 |
$225k |
|
1.9k |
121.84 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.1 |
$224k |
|
3.0k |
74.79 |
Chubb
(CB)
|
0.1 |
$222k |
|
1.2k |
190.00 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.1 |
$220k |
|
5.2k |
42.19 |
Vaneck Etf Trust Jp Mrgan Em Loc
(EMLC)
|
0.1 |
$217k |
|
8.3k |
26.05 |
Sherwin-Williams Company
(SHW)
|
0.1 |
$214k |
|
802.00 |
266.30 |
Arthur J. Gallagher & Co.
(AJG)
|
0.1 |
$209k |
|
979.00 |
213.83 |
Ishares Tr Esg Awr Us Agrgt
(EAGG)
|
0.1 |
$206k |
|
4.3k |
47.40 |
Joby Aviation Common Stock
(JOBY)
|
0.1 |
$182k |
|
17k |
10.56 |
Pacific Biosciences of California
(PACB)
|
0.1 |
$139k |
|
10k |
13.88 |
Ginkgo Bioworks Holdings Cl A Shs
(DNA)
|
0.0 |
$54k |
|
25k |
2.16 |