Spdr Ser Tr Portfolio S&p500
(SPLG)
|
6.6 |
$18M |
|
328k |
56.04 |
Ishares Tr Core S&p500 Etf
(IVV)
|
3.3 |
$9.2M |
|
19k |
478.54 |
Apple
(AAPL)
|
3.1 |
$8.5M |
|
46k |
185.59 |
Microsoft Corporation
(MSFT)
|
3.1 |
$8.5M |
|
22k |
384.64 |
Ishares Tr Core Total Usd
(IUSB)
|
3.0 |
$8.3M |
|
180k |
45.91 |
Ishares Tr Iboxx Hi Yd Etf
(HYG)
|
2.7 |
$7.5M |
|
97k |
77.62 |
Ishares Tr 0-5yr Hi Yl Cp
(SHYG)
|
2.4 |
$6.5M |
|
154k |
42.42 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
1.8 |
$5.0M |
|
34k |
148.02 |
Ishares Tr Eafe Value Etf
(EFV)
|
1.7 |
$4.6M |
|
88k |
51.91 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.6 |
$4.3M |
|
93k |
46.44 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
1.4 |
$3.8M |
|
75k |
51.00 |
Ishares Tr National Mun Etf
(MUB)
|
1.3 |
$3.7M |
|
34k |
108.58 |
Ishares Tr S&p 100 Etf
(OEF)
|
1.3 |
$3.7M |
|
17k |
224.81 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
1.3 |
$3.6M |
|
34k |
104.95 |
UnitedHealth
(UNH)
|
1.2 |
$3.3M |
|
6.1k |
539.68 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
1.2 |
$3.3M |
|
34k |
95.76 |
Wisdomtree Tr Yield Enhancd Us
(AGGY)
|
1.2 |
$3.2M |
|
74k |
43.84 |
Amazon
(AMZN)
|
1.1 |
$3.1M |
|
20k |
155.18 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.0 |
$2.9M |
|
20k |
142.08 |
Ishares Tr Mbs Etf
(MBB)
|
1.0 |
$2.8M |
|
30k |
93.85 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
1.0 |
$2.7M |
|
31k |
88.35 |
Visa Com Cl A
(V)
|
0.9 |
$2.5M |
|
9.6k |
264.03 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.9 |
$2.5M |
|
21k |
122.82 |
Ssga Active Etf Tr Blackstone Senr
(SRLN)
|
0.9 |
$2.5M |
|
60k |
41.95 |
Costco Wholesale Corporation
(COST)
|
0.9 |
$2.4M |
|
3.6k |
673.58 |
Phillips Edison & Co Common Stock
(PECO)
|
0.9 |
$2.4M |
|
68k |
35.55 |
Mastercard Incorporated Cl A
(MA)
|
0.8 |
$2.3M |
|
5.5k |
426.72 |
Ishares Tr TRS FLT RT BD
(TFLO)
|
0.8 |
$2.3M |
|
46k |
50.56 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.8 |
$2.3M |
|
6.3k |
363.34 |
Home Depot
(HD)
|
0.8 |
$2.3M |
|
6.4k |
356.53 |
Cintas Corporation
(CTAS)
|
0.8 |
$2.2M |
|
3.8k |
588.25 |
Wisdomtree Tr Us Total Dividnd
(DTD)
|
0.8 |
$2.2M |
|
34k |
65.24 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.8 |
$2.2M |
|
23k |
96.71 |
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$1.9M |
|
11k |
170.31 |
Metropcs Communications
(TMUS)
|
0.7 |
$1.8M |
|
11k |
162.17 |
Ishares Core Msci Emkt
(IEMG)
|
0.7 |
$1.8M |
|
37k |
49.26 |
Adobe Systems Incorporated
(ADBE)
|
0.6 |
$1.7M |
|
2.9k |
597.49 |
NVIDIA Corporation
(NVDA)
|
0.6 |
$1.7M |
|
3.0k |
548.26 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.6 |
$1.6M |
|
22k |
75.63 |
Vanguard Index Fds Value Etf
(VTV)
|
0.6 |
$1.6M |
|
11k |
149.35 |
Wisdomtree Tr Us Qtly Div Grt
(DGRW)
|
0.6 |
$1.6M |
|
23k |
70.45 |
Thermo Fisher Scientific
(TMO)
|
0.6 |
$1.6M |
|
2.9k |
546.00 |
Trane Technologies SHS
(TT)
|
0.6 |
$1.6M |
|
6.4k |
245.99 |
McDonald's Corporation
(MCD)
|
0.6 |
$1.6M |
|
5.3k |
294.14 |
Vanguard Index Fds Growth Etf
(VUG)
|
0.6 |
$1.6M |
|
5.0k |
312.54 |
Hca Holdings
(HCA)
|
0.5 |
$1.5M |
|
5.3k |
282.53 |
Coca-Cola Company
(KO)
|
0.5 |
$1.5M |
|
25k |
59.81 |
Anheuser Busch Inbev Sa Sponsored Adr
(BUD)
|
0.5 |
$1.5M |
|
23k |
65.14 |
Pepsi
(PEP)
|
0.5 |
$1.5M |
|
8.9k |
166.13 |
Ishares Tr Msci Usa Min Vol
(USMV)
|
0.5 |
$1.4M |
|
18k |
78.43 |
Asml Holding N V N Y Registry Shs
(ASML)
|
0.5 |
$1.4M |
|
1.9k |
718.53 |
Wisdomtree Tr Intl Qulty Div
(IQDG)
|
0.5 |
$1.4M |
|
38k |
35.80 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.5 |
$1.3M |
|
3.9k |
347.97 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
0.5 |
$1.3M |
|
16k |
82.17 |
Ishares Tr Esg Msci Leadr
(SUSL)
|
0.5 |
$1.3M |
|
15k |
84.96 |
TJX Companies
(TJX)
|
0.5 |
$1.3M |
|
14k |
95.25 |
Gilead Sciences
(GILD)
|
0.5 |
$1.3M |
|
15k |
85.39 |
Ishares Msci Emrg Chn
(EMXC)
|
0.5 |
$1.3M |
|
23k |
54.24 |
Hartford Financial Services
(HIG)
|
0.4 |
$1.2M |
|
15k |
82.79 |
MetLife
(MET)
|
0.4 |
$1.2M |
|
17k |
69.30 |
Vanguard Whitehall Fds Intl High Etf
(VYMI)
|
0.4 |
$1.2M |
|
18k |
65.86 |
Walt Disney Company
(DIS)
|
0.4 |
$1.2M |
|
13k |
89.45 |
First Tr Exchange-traded Senior Ln Fd
(FTSL)
|
0.4 |
$1.2M |
|
26k |
46.12 |
Fifth Third Ban
(FITB)
|
0.4 |
$1.2M |
|
34k |
34.85 |
Ishares Tr 10-20 Yr Trs Etf
(TLH)
|
0.4 |
$1.2M |
|
11k |
106.59 |
Nxp Semiconductors N V
(NXPI)
|
0.4 |
$1.2M |
|
5.5k |
211.49 |
Chevron Corporation
(CVX)
|
0.4 |
$1.1M |
|
7.9k |
145.27 |
Roper Industries
(ROP)
|
0.4 |
$1.1M |
|
2.1k |
532.40 |
Ares Capital Corporation
(ARCC)
|
0.4 |
$1.1M |
|
56k |
20.30 |
Duke Energy Corp Com New
(DUK)
|
0.4 |
$1.1M |
|
12k |
97.15 |
American Electric Power Company
(AEP)
|
0.4 |
$1.1M |
|
14k |
80.40 |
Merck & Co
(MRK)
|
0.4 |
$1.1M |
|
9.3k |
118.43 |
Vanguard Whitehall Fds High Div Yld
(VYM)
|
0.4 |
$1.1M |
|
9.9k |
111.35 |
Verizon Communications
(VZ)
|
0.4 |
$1.1M |
|
29k |
37.90 |
Williams Companies
(WMB)
|
0.4 |
$1.1M |
|
30k |
34.78 |
Cincinnati Financial Corporation
(CINF)
|
0.4 |
$1.0M |
|
9.6k |
108.27 |
Lockheed Martin Corporation
(LMT)
|
0.4 |
$1.0M |
|
2.3k |
453.13 |
Procter & Gamble Company
(PG)
|
0.4 |
$1.0M |
|
6.7k |
150.52 |
Wal-Mart Stores
(WMT)
|
0.4 |
$1.0M |
|
6.2k |
161.11 |
Abbvie
(ABBV)
|
0.4 |
$998k |
|
6.1k |
163.79 |
At&t
(T)
|
0.4 |
$990k |
|
61k |
16.23 |
Quanta Services
(PWR)
|
0.4 |
$988k |
|
4.9k |
202.47 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
0.4 |
$983k |
|
12k |
83.62 |
International Paper Company
(IP)
|
0.4 |
$979k |
|
26k |
37.82 |
Wisdomtree Tr Us Midcap Divid
(DON)
|
0.3 |
$963k |
|
21k |
45.14 |
Marathon Petroleum Corp
(MPC)
|
0.3 |
$956k |
|
6.2k |
155.39 |
Ishares Tr Msci Intl Vlu Ft
(IVLU)
|
0.3 |
$951k |
|
36k |
26.52 |
Schwab Strategic Tr 5 10yr Corp Bd
(SCHI)
|
0.3 |
$942k |
|
21k |
44.81 |
Entergy Corporation
(ETR)
|
0.3 |
$942k |
|
9.2k |
102.47 |
Starbucks Corporation
(SBUX)
|
0.3 |
$928k |
|
10k |
92.94 |
General Mills
(GIS)
|
0.3 |
$911k |
|
14k |
63.06 |
International Business Machines
(IBM)
|
0.3 |
$911k |
|
5.6k |
162.16 |
Nextera Energy
(NEE)
|
0.3 |
$898k |
|
15k |
60.72 |
Wisdomtree Tr Us Hgh Yld Corp
(WFHY)
|
0.3 |
$895k |
|
20k |
45.40 |
Amgen
(AMGN)
|
0.3 |
$887k |
|
2.9k |
303.10 |
Us Bancorp Del Com New
(USB)
|
0.3 |
$881k |
|
21k |
42.82 |
Zoetis Cl A
(ZTS)
|
0.3 |
$880k |
|
4.5k |
196.71 |
Lyondellbasell Industries N Shs - A -
(LYB)
|
0.3 |
$855k |
|
9.0k |
94.71 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.3 |
$852k |
|
3.6k |
237.05 |
Citizens Financial
(CFG)
|
0.3 |
$848k |
|
26k |
32.61 |
Emerson Electric
(EMR)
|
0.3 |
$826k |
|
8.7k |
94.80 |
Wisdomtree Tr Us S Cap Qty Div
(DGRS)
|
0.3 |
$825k |
|
18k |
45.73 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.3 |
$804k |
|
16k |
51.33 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.3 |
$783k |
|
6.3k |
124.15 |
Vertex Pharmaceuticals Incorporated
(VRTX)
|
0.3 |
$782k |
|
1.8k |
430.08 |
EOG Resources
(EOG)
|
0.3 |
$777k |
|
6.8k |
114.98 |
Sempra Energy
(SRE)
|
0.3 |
$769k |
|
10k |
74.84 |
Realty Income
(O)
|
0.3 |
$754k |
|
13k |
59.27 |
Ishares Tr Europe Etf
(IEV)
|
0.3 |
$750k |
|
14k |
52.09 |
Sonoco Products Company
(SON)
|
0.3 |
$745k |
|
13k |
57.49 |
Tesla Motors
(TSLA)
|
0.3 |
$743k |
|
3.3k |
227.22 |
Vanguard Index Fds Mcap Vl Idxvip
(VOE)
|
0.3 |
$742k |
|
5.2k |
143.68 |
Cisco Systems
(CSCO)
|
0.3 |
$738k |
|
15k |
50.44 |
S&p Global
(SPGI)
|
0.3 |
$733k |
|
1.7k |
434.19 |
Wisdomtree Tr Futre Strat Fd
(WTMF)
|
0.3 |
$727k |
|
21k |
34.98 |
Philip Morris International
(PM)
|
0.3 |
$726k |
|
7.6k |
95.15 |
Ishares Tr Rus Mdcp Val Etf
(IWS)
|
0.3 |
$724k |
|
6.3k |
114.58 |
Northrop Grumman Corporation
(NOC)
|
0.3 |
$718k |
|
1.5k |
467.34 |
Peakstone Realty Trust Common Shares
(PKST)
|
0.3 |
$715k |
|
44k |
16.10 |
Global X Fds Us Pfd Etf
(PFFD)
|
0.3 |
$700k |
|
36k |
19.60 |
Altria
(MO)
|
0.2 |
$691k |
|
17k |
41.60 |
American Water Works
(AWK)
|
0.2 |
$690k |
|
5.2k |
131.53 |
FirstEnergy
(FE)
|
0.2 |
$689k |
|
18k |
38.02 |
Dominion Resources
(D)
|
0.2 |
$682k |
|
15k |
47.11 |
Vanguard Scottsdale Fds Int-term Corp
(VCIT)
|
0.2 |
$682k |
|
8.4k |
80.94 |
Genuine Parts Company
(GPC)
|
0.2 |
$667k |
|
4.8k |
138.43 |
Nike CL B
(NKE)
|
0.2 |
$661k |
|
6.2k |
105.90 |
Interpublic Group of Companies
(IPG)
|
0.2 |
$660k |
|
20k |
32.50 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
0.2 |
$647k |
|
12k |
56.46 |
Wisdomtree Tr Intl Smcap Div
(DLS)
|
0.2 |
$638k |
|
10k |
62.87 |
Wisdomtree Tr Mortgage Plus Bd
(MTGP)
|
0.2 |
$633k |
|
14k |
43.80 |
Eversource Energy
(ES)
|
0.2 |
$627k |
|
11k |
57.12 |
Equinix
(EQIX)
|
0.2 |
$625k |
|
780.00 |
801.04 |
salesforce
(CRM)
|
0.2 |
$625k |
|
2.3k |
271.38 |
Wisdomtree Tr Emg Mkts Smcap
(DGS)
|
0.2 |
$620k |
|
13k |
48.75 |
Wisdomtree Tr Emer Mkt High Fd
(DEM)
|
0.2 |
$614k |
|
16k |
39.51 |
Vanguard Tax-managed Fds Van Ftse Dev Mkt
(VEA)
|
0.2 |
$613k |
|
13k |
47.40 |
Linde SHS
(LIN)
|
0.2 |
$598k |
|
1.5k |
405.96 |
Cme
(CME)
|
0.2 |
$595k |
|
3.0k |
196.40 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.2 |
$574k |
|
5.3k |
107.33 |
NiSource
(NI)
|
0.2 |
$568k |
|
21k |
26.50 |
Prologis
(PLD)
|
0.2 |
$557k |
|
4.2k |
131.32 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
0.2 |
$534k |
|
16k |
33.67 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$531k |
|
5.1k |
105.08 |
Parker-Hannifin Corporation
(PH)
|
0.2 |
$530k |
|
1.1k |
462.64 |
Ford Motor Company
(F)
|
0.2 |
$520k |
|
44k |
11.71 |
Ishares Tr Global Energ Etf
(IXC)
|
0.2 |
$519k |
|
14k |
38.27 |
Wisdomtree Tr Us Quality Grow
(QGRW)
|
0.2 |
$511k |
|
14k |
36.68 |
Wisdomtree Tr Us Multifactor
(USMF)
|
0.2 |
$502k |
|
12k |
42.45 |
American Tower Reit
(AMT)
|
0.2 |
$499k |
|
2.4k |
207.65 |
Ishares Tr Us Infrastruc
(IFRA)
|
0.2 |
$478k |
|
12k |
39.02 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.2 |
$469k |
|
6.7k |
69.74 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$466k |
|
2.4k |
193.55 |
Spdr Ser Tr Nuveen Blmbrg Mu
(TFI)
|
0.2 |
$466k |
|
9.9k |
47.01 |
Abbott Laboratories
(ABT)
|
0.2 |
$465k |
|
4.1k |
113.50 |
Public Service Enterprise
(PEG)
|
0.2 |
$451k |
|
7.5k |
60.31 |
Ishares Tr Pfd And Incm Sec
(PFF)
|
0.2 |
$451k |
|
14k |
31.51 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$448k |
|
4.5k |
98.67 |
National Retail Properties
(NNN)
|
0.2 |
$432k |
|
10k |
43.15 |
Citigroup Com New
(C)
|
0.2 |
$430k |
|
8.3k |
52.08 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.2 |
$422k |
|
5.8k |
73.31 |
Principal Financial
(PFG)
|
0.1 |
$410k |
|
5.2k |
78.97 |
Unum
(UNM)
|
0.1 |
$397k |
|
8.8k |
45.26 |
Pfizer
(PFE)
|
0.1 |
$396k |
|
14k |
28.40 |
Hp
(HPQ)
|
0.1 |
$393k |
|
13k |
30.00 |
Fidelity National Financial Fnf Group Com
(FNF)
|
0.1 |
$392k |
|
7.9k |
49.63 |
Sherwin-Williams Company
(SHW)
|
0.1 |
$391k |
|
1.3k |
297.42 |
DTE Energy Company
(DTE)
|
0.1 |
$382k |
|
3.5k |
108.02 |
Truist Financial Corp equities
(TFC)
|
0.1 |
$371k |
|
9.9k |
37.34 |
Johnson & Johnson
(JNJ)
|
0.1 |
$358k |
|
2.2k |
161.15 |
Franklin Resources
(BEN)
|
0.1 |
$356k |
|
12k |
28.80 |
Wisdomtree Tr Us Esg Fund
|
0.1 |
$340k |
|
6.9k |
49.41 |
Ishares Tr Aggres Alloc Etf
(AOA)
|
0.1 |
$340k |
|
4.9k |
68.71 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.1 |
$339k |
|
4.9k |
69.71 |
Wisdomtree Tr Em Ex St-owned
(XSOE)
|
0.1 |
$339k |
|
12k |
27.97 |
Wendy's/arby's Group
(WEN)
|
0.1 |
$335k |
|
17k |
19.44 |
Regions Financial Corporation
(RF)
|
0.1 |
$328k |
|
18k |
18.57 |
Fortinet
(FTNT)
|
0.1 |
$321k |
|
5.2k |
62.25 |
Synopsys
(SNPS)
|
0.1 |
$315k |
|
631.00 |
498.46 |
Marsh & McLennan Companies
(MMC)
|
0.1 |
$310k |
|
1.6k |
192.86 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.1 |
$310k |
|
14k |
22.95 |
Schwab Strategic Tr Us Dividend Eq
(SCHD)
|
0.1 |
$310k |
|
4.1k |
76.06 |
Ishares Tr Broad Usd High
(USHY)
|
0.1 |
$303k |
|
8.3k |
36.45 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
0.1 |
$299k |
|
682.00 |
437.79 |
Wec Energy Group
(WEC)
|
0.1 |
$291k |
|
3.5k |
82.12 |
Ishares Tr Select Divid Etf
(DVY)
|
0.1 |
$285k |
|
2.4k |
116.46 |
CSX Corporation
(CSX)
|
0.1 |
$262k |
|
7.6k |
34.57 |
Schlumberger Com Stk
(SLB)
|
0.1 |
$254k |
|
5.2k |
48.80 |
Blackrock Etf Trust Us Carbon Trans
(LCTU)
|
0.1 |
$254k |
|
4.8k |
52.47 |
Netflix
(NFLX)
|
0.1 |
$244k |
|
495.00 |
492.23 |
Whirlpool Corporation
(WHR)
|
0.1 |
$243k |
|
2.0k |
120.36 |
Paccar
(PCAR)
|
0.1 |
$240k |
|
2.5k |
94.59 |
Ishares Tr 3 7 Yr Treas Bd
(IEI)
|
0.1 |
$234k |
|
2.0k |
117.09 |
ConocoPhillips
(COP)
|
0.1 |
$228k |
|
2.1k |
111.00 |
Wisdomtree Tr Intl Esg Fund
|
0.1 |
$228k |
|
7.7k |
29.39 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
0.1 |
$221k |
|
5.5k |
40.22 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
0.1 |
$218k |
|
2.4k |
91.37 |
Blackstone Group Inc Com Cl A
(BX)
|
0.1 |
$218k |
|
1.8k |
119.92 |
Ishares Tr Esg Awre Usd Etf
(SUSC)
|
0.1 |
$217k |
|
9.4k |
23.15 |
Vaneck Etf Trust High Yld Munietf
(HYD)
|
0.1 |
$215k |
|
4.2k |
51.63 |
Arthur J. Gallagher & Co.
(AJG)
|
0.1 |
$201k |
|
865.00 |
232.00 |
Pioneer Natural Resources
(PXD)
|
0.1 |
$200k |
|
909.00 |
220.37 |
Joby Aviation Common Stock
(JOBY)
|
0.0 |
$103k |
|
17k |
5.99 |
Ginkgo Bioworks Holdings Cl A Shs
(DNA)
|
0.0 |
$34k |
|
25k |
1.34 |