Spdr Ser Tr Portfolio S&p500
(SPLG)
|
6.3 |
$16M |
|
308k |
50.16 |
Apple
(AAPL)
|
3.3 |
$8.2M |
|
47k |
175.46 |
Microsoft Corporation
(MSFT)
|
3.0 |
$7.5M |
|
23k |
331.32 |
Ishares Tr Core Total Usd
(IUSB)
|
3.0 |
$7.4M |
|
174k |
42.60 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
2.9 |
$7.1M |
|
98k |
71.78 |
Ishares Tr Core S&p500 Etf
(IVV)
|
2.8 |
$6.9M |
|
16k |
428.40 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
2.5 |
$6.1M |
|
152k |
40.19 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
1.7 |
$4.2M |
|
31k |
132.93 |
Ishares Tr Eafe Value Etf
(EFV)
|
1.6 |
$4.0M |
|
84k |
47.66 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.5 |
$3.8M |
|
88k |
43.09 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.3 |
$3.2M |
|
68k |
47.38 |
UnitedHealth
(UNH)
|
1.3 |
$3.2M |
|
6.0k |
531.63 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
1.3 |
$3.1M |
|
33k |
93.45 |
Ishares Tr S&p 100 Etf
(OEF)
|
1.3 |
$3.1M |
|
15k |
201.32 |
Wisdomtree Tr Yield Enhancd Us
(AGGY)
|
1.2 |
$2.9M |
|
72k |
40.67 |
Ishares Tr National Mun Etf
(MUB)
|
1.2 |
$2.9M |
|
29k |
101.10 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
1.2 |
$2.8M |
|
34k |
84.07 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.1 |
$2.7M |
|
20k |
137.75 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
1.1 |
$2.7M |
|
37k |
72.27 |
Amazon
(AMZN)
|
1.0 |
$2.5M |
|
20k |
128.40 |
Ssga Active Etf Tr Blackstone Senr
(SRLN)
|
1.0 |
$2.5M |
|
59k |
41.52 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
1.0 |
$2.5M |
|
31k |
79.71 |
Phillips Edison & Co Common Stock
(PECO)
|
1.0 |
$2.4M |
|
71k |
34.15 |
Ishares Tr Mbs Etf
(MBB)
|
1.0 |
$2.3M |
|
27k |
85.82 |
Ishares Tr TRS FLT RT BD
(TFLO)
|
0.9 |
$2.3M |
|
45k |
50.66 |
Visa Com Cl A
(V)
|
0.9 |
$2.1M |
|
9.1k |
233.81 |
Wisdomtree Tr Us Total Dividnd
(DTD)
|
0.9 |
$2.1M |
|
36k |
59.79 |
Mastercard Incorporated Cl A
(MA)
|
0.8 |
$2.0M |
|
5.3k |
387.87 |
Costco Wholesale Corporation
(COST)
|
0.8 |
$2.0M |
|
3.5k |
565.63 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.8 |
$1.9M |
|
18k |
106.93 |
Home Depot
(HD)
|
0.8 |
$1.9M |
|
6.5k |
286.77 |
Cintas Corporation
(CTAS)
|
0.7 |
$1.8M |
|
3.7k |
502.82 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.7 |
$1.8M |
|
5.4k |
338.66 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.7 |
$1.8M |
|
22k |
82.77 |
Ishares Core Msci Emkt
(IEMG)
|
0.7 |
$1.6M |
|
35k |
46.67 |
Adobe Systems Incorporated
(ADBE)
|
0.7 |
$1.6M |
|
2.9k |
555.74 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.6 |
$1.6M |
|
20k |
80.81 |
Wisdomtree Tr Intl Qulty Div
(IQDG)
|
0.6 |
$1.6M |
|
50k |
31.22 |
JPMorgan Chase & Co.
(JPM)
|
0.6 |
$1.5M |
|
11k |
145.30 |
Vanguard Index Fds Value Etf
(VTV)
|
0.6 |
$1.5M |
|
11k |
136.33 |
Metropcs Communications
(TMUS)
|
0.6 |
$1.5M |
|
11k |
137.84 |
Pepsi
(PEP)
|
0.6 |
$1.4M |
|
8.9k |
160.56 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.6 |
$1.4M |
|
5.0k |
273.93 |
Thermo Fisher Scientific
(TMO)
|
0.6 |
$1.4M |
|
2.9k |
469.67 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.6 |
$1.4M |
|
20k |
68.72 |
McDonald's Corporation
(MCD)
|
0.5 |
$1.3M |
|
5.2k |
258.40 |
Hca Holdings
(HCA)
|
0.5 |
$1.3M |
|
5.5k |
244.05 |
TJX Companies
(TJX)
|
0.5 |
$1.3M |
|
15k |
89.83 |
Chevron Corporation
(CVX)
|
0.5 |
$1.3M |
|
7.7k |
169.11 |
Wisdomtree Tr Us Multifactor
(USMF)
|
0.5 |
$1.3M |
|
33k |
38.23 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.5 |
$1.3M |
|
17k |
73.42 |
Wal-Mart Stores
(WMT)
|
0.5 |
$1.3M |
|
7.8k |
160.77 |
Starbucks Corporation
(SBUX)
|
0.5 |
$1.2M |
|
13k |
94.42 |
Anheuser Busch Inbev Sa Sponsored Adr
(BUD)
|
0.5 |
$1.2M |
|
23k |
53.28 |
First Tr Exchange-traded Senior Ln Fd
(FTSL)
|
0.5 |
$1.2M |
|
27k |
45.75 |
Hartford Financial Services
(HIG)
|
0.5 |
$1.2M |
|
17k |
71.99 |
Trane Technologies SHS
(TT)
|
0.5 |
$1.2M |
|
6.3k |
191.32 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.5 |
$1.2M |
|
3.9k |
302.94 |
Ishares Tr Esg Msci Leadr
(SUSL)
|
0.5 |
$1.2M |
|
16k |
74.98 |
Procter & Gamble Company
(PG)
|
0.5 |
$1.2M |
|
8.0k |
148.25 |
American Electric Power Company
(AEP)
|
0.5 |
$1.2M |
|
16k |
74.42 |
Gilead Sciences
(GILD)
|
0.5 |
$1.2M |
|
15k |
78.44 |
Coca-Cola Company
(KO)
|
0.5 |
$1.1M |
|
21k |
54.35 |
Duke Energy Corp Com New
(DUK)
|
0.5 |
$1.1M |
|
13k |
87.78 |
Williams Companies
(WMB)
|
0.4 |
$1.1M |
|
31k |
35.57 |
MetLife
(MET)
|
0.4 |
$1.1M |
|
18k |
61.92 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.4 |
$1.1M |
|
1.8k |
587.73 |
Ares Capital Corporation
(ARCC)
|
0.4 |
$1.1M |
|
57k |
18.92 |
Marathon Petroleum Corp
(MPC)
|
0.4 |
$1.0M |
|
6.8k |
152.84 |
Lockheed Martin Corporation
(LMT)
|
0.4 |
$1.0M |
|
2.3k |
449.18 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.4 |
$1.0M |
|
10k |
102.20 |
Roper Industries
(ROP)
|
0.4 |
$1.0M |
|
2.1k |
487.53 |
At&t
(T)
|
0.4 |
$1.0M |
|
67k |
15.26 |
NVIDIA Corporation
(NVDA)
|
0.4 |
$1.0M |
|
2.4k |
421.05 |
Walt Disney Company
(DIS)
|
0.4 |
$1.0M |
|
12k |
83.25 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
0.4 |
$1.0M |
|
17k |
60.65 |
Merck & Co
(MRK)
|
0.4 |
$976k |
|
9.7k |
100.43 |
Cincinnati Financial Corporation
(CINF)
|
0.4 |
$964k |
|
9.6k |
100.92 |
Nxp Semiconductors N V
(NXPI)
|
0.4 |
$934k |
|
5.0k |
187.93 |
General Mills
(GIS)
|
0.4 |
$911k |
|
15k |
62.86 |
EOG Resources
(EOG)
|
0.4 |
$899k |
|
6.6k |
136.23 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.4 |
$895k |
|
37k |
24.53 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.4 |
$887k |
|
18k |
49.42 |
Wisdomtree Tr Us Midcap Divid
(DON)
|
0.4 |
$883k |
|
22k |
40.00 |
Fifth Third Ban
(FITB)
|
0.4 |
$870k |
|
35k |
24.92 |
International Paper Company
(IP)
|
0.4 |
$866k |
|
25k |
34.26 |
Verizon Communications
(VZ)
|
0.3 |
$855k |
|
27k |
31.58 |
Becton, Dickinson and
(BDX)
|
0.3 |
$852k |
|
3.3k |
257.48 |
Lyondellbasell Industries N Shs - A -
(LYB)
|
0.3 |
$847k |
|
9.1k |
92.75 |
Entergy Corporation
(ETR)
|
0.3 |
$840k |
|
9.0k |
93.37 |
Ishares Msci Emrg Chn
(EMXC)
|
0.3 |
$816k |
|
17k |
49.32 |
Wisdomtree Tr Us Hgh Yld Corp
(WFHY)
|
0.3 |
$807k |
|
19k |
42.23 |
Emerson Electric
(EMR)
|
0.3 |
$803k |
|
8.6k |
93.14 |
Schwab Strategic Tr 5 10yr Corp Bd
(SCHI)
|
0.3 |
$793k |
|
19k |
40.96 |
Zoetis Cl A
(ZTS)
|
0.3 |
$772k |
|
4.6k |
168.04 |
Quanta Services
(PWR)
|
0.3 |
$761k |
|
4.5k |
168.74 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$758k |
|
3.6k |
211.10 |
Comcast Corp Cl A
(CMCSA)
|
0.3 |
$754k |
|
18k |
43.07 |
Northrop Grumman Corporation
(NOC)
|
0.3 |
$749k |
|
1.5k |
489.94 |
Ishares Tr Europe Etf
(IEV)
|
0.3 |
$747k |
|
16k |
46.68 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.3 |
$745k |
|
6.6k |
112.70 |
Cisco Systems
(CSCO)
|
0.3 |
$743k |
|
14k |
53.32 |
International Business Machines
(IBM)
|
0.3 |
$742k |
|
5.4k |
138.01 |
Wisdomtree Tr Futre Strat Fd
(WTMF)
|
0.3 |
$714k |
|
20k |
35.03 |
Sempra Energy
(SRE)
|
0.3 |
$710k |
|
10k |
69.55 |
Philip Morris International
(PM)
|
0.3 |
$695k |
|
7.7k |
90.73 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.3 |
$682k |
|
9.2k |
73.80 |
Altria
(MO)
|
0.3 |
$682k |
|
16k |
42.61 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.3 |
$682k |
|
26k |
26.12 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.3 |
$680k |
|
6.6k |
102.79 |
Amgen
(AMGN)
|
0.3 |
$678k |
|
2.4k |
280.60 |
Nike CL B
(NKE)
|
0.3 |
$676k |
|
6.6k |
103.05 |
Sonoco Products Company
(SON)
|
0.3 |
$676k |
|
13k |
52.18 |
Genuine Parts Company
(GPC)
|
0.3 |
$670k |
|
5.1k |
130.12 |
Cme
(CME)
|
0.3 |
$663k |
|
3.1k |
214.12 |
Dominion Resources
(D)
|
0.3 |
$657k |
|
16k |
40.64 |
Citizens Financial
(CFG)
|
0.3 |
$644k |
|
26k |
24.88 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.3 |
$641k |
|
37k |
17.49 |
FirstEnergy
(FE)
|
0.3 |
$630k |
|
18k |
35.66 |
Realty Income
(O)
|
0.3 |
$628k |
|
13k |
49.42 |
Nextera Energy
(NEE)
|
0.3 |
$615k |
|
12k |
52.39 |
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.2 |
$615k |
|
6.6k |
93.11 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.2 |
$614k |
|
4.8k |
127.79 |
Us Bancorp Del Com New
(USB)
|
0.2 |
$613k |
|
19k |
32.75 |
Eversource Energy
(ES)
|
0.2 |
$612k |
|
11k |
53.90 |
Peakstone Realty Trust Common Shares
(PKST)
|
0.2 |
$611k |
|
44k |
13.83 |
American Water Works
(AWK)
|
0.2 |
$600k |
|
5.1k |
117.02 |
S&p Global
(SPGI)
|
0.2 |
$592k |
|
1.7k |
357.56 |
Edwards Lifesciences
(EW)
|
0.2 |
$591k |
|
8.6k |
69.08 |
Interpublic Group of Companies
(IPG)
|
0.2 |
$587k |
|
21k |
28.54 |
Wisdomtree Tr Emg Mkts Smcap
(DGS)
|
0.2 |
$585k |
|
13k |
44.70 |
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.2 |
$582k |
|
5.7k |
101.27 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$576k |
|
11k |
50.39 |
Abbvie
(ABBV)
|
0.2 |
$560k |
|
3.8k |
145.54 |
Equinix
(EQIX)
|
0.2 |
$543k |
|
772.00 |
703.81 |
NiSource
(NI)
|
0.2 |
$521k |
|
20k |
25.63 |
Ishares Tr Global Energ Etf
(IXC)
|
0.2 |
$511k |
|
12k |
42.05 |
Ford Motor Company
(F)
|
0.2 |
$506k |
|
44k |
11.53 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$493k |
|
4.4k |
113.01 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.2 |
$491k |
|
4.8k |
102.53 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.2 |
$484k |
|
11k |
42.56 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.2 |
$480k |
|
7.1k |
68.04 |
Wisdomtree Tr Emer Mkt High Fd
(DEM)
|
0.2 |
$476k |
|
13k |
37.08 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.2 |
$473k |
|
16k |
30.17 |
Linde SHS
(LIN)
|
0.2 |
$469k |
|
1.3k |
370.14 |
Wisdomtree Tr Us Largecap Fund
(EPS)
|
0.2 |
$461k |
|
10k |
45.72 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.2 |
$449k |
|
21k |
21.60 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.2 |
$448k |
|
7.2k |
62.58 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.2 |
$447k |
|
1.2k |
364.80 |
Unum
(UNM)
|
0.2 |
$445k |
|
8.8k |
50.44 |
Prologis
(PLD)
|
0.2 |
$445k |
|
4.3k |
102.58 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.2 |
$441k |
|
16k |
28.34 |
Wisdomtree Tr Us Qtly Div Grt
(DGRW)
|
0.2 |
$430k |
|
6.8k |
63.38 |
Spdr Ser Tr Nuveen Blmbrg Mu
(TFI)
|
0.2 |
$424k |
|
9.8k |
43.15 |
Wisdomtree Tr Us S Cap Qty Div
(DGRS)
|
0.2 |
$421k |
|
11k |
39.60 |
Pfizer
(PFE)
|
0.2 |
$419k |
|
13k |
31.19 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.2 |
$416k |
|
12k |
35.48 |
Ishares Tr Us Infrastruc
(IFRA)
|
0.2 |
$409k |
|
12k |
35.39 |
Fortinet
(FTNT)
|
0.2 |
$400k |
|
6.9k |
57.77 |
Wisdomtree Tr Mortgage Plus Bd
(MTGP)
|
0.2 |
$385k |
|
9.5k |
40.59 |
Wisdomtree Tr Us Esg Fund
|
0.1 |
$366k |
|
8.3k |
44.07 |
National Retail Properties
(NNN)
|
0.1 |
$361k |
|
10k |
35.37 |
Hp
(HPQ)
|
0.1 |
$347k |
|
13k |
26.45 |
Wendy's/arby's Group
(WEN)
|
0.1 |
$342k |
|
18k |
19.26 |
Public Service Enterprise
(PEG)
|
0.1 |
$335k |
|
5.6k |
59.83 |
Johnson & Johnson
(JNJ)
|
0.1 |
$328k |
|
2.2k |
152.33 |
Principal Financial
(PFG)
|
0.1 |
$324k |
|
4.7k |
69.51 |
Synopsys
(SNPS)
|
0.1 |
$320k |
|
663.00 |
482.37 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.1 |
$318k |
|
5.0k |
63.27 |
Citigroup Com New
(C)
|
0.1 |
$315k |
|
7.9k |
40.06 |
Spdr Ser Tr Nuveen Blmbrg Sh
(SHM)
|
0.1 |
$311k |
|
6.7k |
46.16 |
DTE Energy Company
(DTE)
|
0.1 |
$293k |
|
3.0k |
96.74 |
Parker-Hannifin Corporation
(PH)
|
0.1 |
$289k |
|
771.00 |
374.98 |
Ishares Tr Aggres Alloc Etf
(AOA)
|
0.1 |
$285k |
|
4.6k |
62.39 |
ConocoPhillips
(COP)
|
0.1 |
$284k |
|
2.2k |
126.38 |
Ishares Tr Broad Usd High
(USHY)
|
0.1 |
$281k |
|
8.3k |
33.79 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$274k |
|
699.00 |
391.87 |
Tesla Motors
(TSLA)
|
0.1 |
$273k |
|
1.2k |
220.11 |
Whirlpool Corporation
(WHR)
|
0.1 |
$268k |
|
2.1k |
129.15 |
Ishares Tr Esg Msci Em Ldrs
(LDEM)
|
0.1 |
$266k |
|
6.4k |
41.93 |
Mid-America Apartment
(MAA)
|
0.1 |
$266k |
|
2.0k |
130.90 |
Franklin Resources
(BEN)
|
0.1 |
$265k |
|
12k |
22.63 |
American Tower Reit
(AMT)
|
0.1 |
$261k |
|
1.6k |
159.43 |
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$260k |
|
2.4k |
106.17 |
Wisdomtree Tr Intl Esg Fund
|
0.1 |
$245k |
|
9.3k |
26.36 |
Sherwin-Williams Company
(SHW)
|
0.1 |
$242k |
|
1.0k |
238.89 |
Avangrid
(AGR)
|
0.1 |
$242k |
|
7.9k |
30.73 |
Regions Financial Corporation
(RF)
|
0.1 |
$238k |
|
14k |
16.48 |
Pioneer Natural Resources
(PXD)
|
0.1 |
$235k |
|
919.00 |
255.33 |
Vaneck Etf Trust High Yld Munietf
(HYD)
|
0.1 |
$224k |
|
4.7k |
47.58 |
Fidelity National Financial Fnf Group Com
(FNF)
|
0.1 |
$219k |
|
5.7k |
38.41 |
Arthur J. Gallagher & Co.
(AJG)
|
0.1 |
$218k |
|
942.00 |
231.03 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
0.1 |
$215k |
|
2.7k |
80.80 |
Ishares Tr Msci Usa Esg Slc
(SUSA)
|
0.1 |
$211k |
|
2.4k |
88.92 |
Netflix
(NFLX)
|
0.1 |
$203k |
|
505.00 |
401.77 |
Wisdomtree Tr Intl Smcap Div
(DLS)
|
0.1 |
$203k |
|
3.7k |
55.28 |
Joby Aviation Common Stock
(JOBY)
|
0.0 |
$108k |
|
17k |
6.25 |
Pacific Biosciences of California
(PACB)
|
0.0 |
$74k |
|
10k |
7.44 |
Ginkgo Bioworks Holdings Cl A Shs
(DNA)
|
0.0 |
$39k |
|
25k |
1.56 |