Federated Hermes CL B
(FHI)
|
29.2 |
$104M |
|
3.3M |
31.79 |
Vanguard Index Fds Mid Cap Etf
(VO)
|
7.2 |
$26M |
|
131k |
196.97 |
Ishares Tr National Mun Etf
(MUB)
|
5.4 |
$19M |
|
181k |
106.36 |
Schwab Strategic Tr Us Lcap Gr Etf
(SCHG)
|
5.1 |
$18M |
|
318k |
57.99 |
Schwab Strategic Tr Us Lrg Cap Etf
(SCHX)
|
4.4 |
$16M |
|
356k |
44.66 |
Indexiq Active Etf Tr Iq Mackay Intrme
(MMIT)
|
4.2 |
$15M |
|
620k |
24.27 |
Janus Detroit Str Tr Hendrsn Shrt Etf
(VNLA)
|
4.1 |
$15M |
|
305k |
48.63 |
Ishares Tr Rus 1000 Grw Etf
(IWF)
|
2.7 |
$9.8M |
|
45k |
218.69 |
Spdr Index Shs Fds Portfolio Devlpd
(SPDW)
|
2.6 |
$9.4M |
|
326k |
28.84 |
Ishares Tr Rus Mid Cap Etf
(IWR)
|
2.0 |
$7.0M |
|
109k |
64.66 |
Microsoft Corporation
(MSFT)
|
1.9 |
$6.9M |
|
27k |
256.82 |
Vanguard Tax-managed Intl Van Ftse Dev Mkt
(VEA)
|
1.8 |
$6.3M |
|
154k |
40.80 |
Ishares Core Msci Emkt
(IEMG)
|
1.5 |
$5.3M |
|
108k |
49.06 |
Apple
(AAPL)
|
1.5 |
$5.2M |
|
38k |
136.71 |
Vanguard Index Fds S&p 500 Etf Shs
(VOO)
|
1.4 |
$5.0M |
|
14k |
346.88 |
Ishares Tr Core S&p Scp Etf
(IJR)
|
1.3 |
$4.5M |
|
49k |
92.41 |
Schwab Strategic Tr Us Mid-cap Etf
(SCHM)
|
1.1 |
$3.8M |
|
61k |
62.73 |
Emclaire Financial
|
1.0 |
$3.4M |
|
99k |
34.90 |
Columbia Etf Tr I Diversifid Fxd
(DIAL)
|
0.8 |
$3.0M |
|
168k |
17.66 |
Schwab Strategic Tr Us Lcap Va Etf
(SCHV)
|
0.7 |
$2.6M |
|
42k |
62.43 |
Invesco Actively Managed Etf Total Return
(GTO)
|
0.7 |
$2.6M |
|
54k |
48.16 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.7 |
$2.4M |
|
13k |
188.61 |
Schwab Strategic Tr Intl Eqty Etf
(SCHF)
|
0.6 |
$2.2M |
|
70k |
31.45 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.6 |
$2.2M |
|
5.8k |
379.13 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.6 |
$2.1M |
|
5.5k |
377.28 |
John Hancock Exchange Traded Mltfctr Lrg Cap
(JHML)
|
0.5 |
$2.0M |
|
41k |
47.67 |
Schwab Strategic Tr Us Sml Cap Etf
(SCHA)
|
0.4 |
$1.6M |
|
41k |
38.99 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
0.4 |
$1.5M |
|
35k |
44.34 |
Schwab Strategic Tr Emrg Mkteq Etf
(SCHE)
|
0.4 |
$1.5M |
|
60k |
25.38 |
Brookfield Asset Mgmt Cl A Ltd Vt Sh
|
0.4 |
$1.4M |
|
32k |
44.46 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
0.4 |
$1.4M |
|
30k |
47.88 |
Matthews Intl Corp Cl A
(MATW)
|
0.3 |
$1.2M |
|
42k |
28.66 |
Cbiz
(CBZ)
|
0.3 |
$1.2M |
|
29k |
39.96 |
Ansys
(ANSS)
|
0.3 |
$1.2M |
|
4.8k |
239.36 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.3 |
$1.1M |
|
523.00 |
2179.73 |
Costco Wholesale Corporation
(COST)
|
0.3 |
$1.1M |
|
2.2k |
479.27 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.3 |
$1.1M |
|
6.3k |
168.47 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.3 |
$1.0M |
|
7.6k |
137.49 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.3 |
$960k |
|
3.5k |
272.88 |
UnitedHealth
(UNH)
|
0.3 |
$897k |
|
1.7k |
513.45 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$846k |
|
7.5k |
112.63 |
Mastercard Incorporated Cl A
(MA)
|
0.2 |
$844k |
|
2.7k |
315.63 |
Ishares Tr Msci Eafe Etf
(EFA)
|
0.2 |
$833k |
|
13k |
62.49 |
Amazon
(AMZN)
|
0.2 |
$821k |
|
7.7k |
106.24 |
Raymond James Financial
(RJF)
|
0.2 |
$807k |
|
9.0k |
89.37 |
Johnson & Johnson
(JNJ)
|
0.2 |
$798k |
|
4.5k |
177.53 |
Trimas Corp Com New
(TRS)
|
0.2 |
$763k |
|
28k |
27.70 |
Visa Com Cl A
(V)
|
0.2 |
$755k |
|
3.8k |
196.97 |
Ishares Tr Msci Kld400 Soc
(DSI)
|
0.2 |
$746k |
|
10k |
71.88 |
Ishares Esg Awr Msci Em
(ESGE)
|
0.2 |
$735k |
|
23k |
32.33 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$733k |
|
3.2k |
226.37 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.2 |
$716k |
|
8.9k |
80.45 |
Home Depot
(HD)
|
0.2 |
$703k |
|
2.6k |
274.29 |
Pepsi
(PEP)
|
0.2 |
$697k |
|
4.2k |
166.59 |
J P Morgan Exchange Traded F Div Rtn Int Eq
(JPIN)
|
0.2 |
$695k |
|
14k |
48.81 |
Pfizer
(PFE)
|
0.2 |
$689k |
|
13k |
52.46 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$685k |
|
313.00 |
2188.50 |
Nextera Energy
(NEE)
|
0.2 |
$669k |
|
8.6k |
77.45 |
Eaton Corp SHS
(ETN)
|
0.2 |
$653k |
|
5.2k |
126.06 |
Ishares Tr Russell 2000 Etf
(IWM)
|
0.2 |
$619k |
|
3.7k |
169.45 |
Amc Entmt Hldgs Cl A Com
|
0.2 |
$610k |
|
45k |
13.55 |
Spdr Ser Tr Bbg Conv Sec Etf
(CWB)
|
0.2 |
$605k |
|
9.4k |
64.55 |
Vanguard Index Fds Small Cp Etf
(VB)
|
0.2 |
$602k |
|
3.4k |
176.07 |
Oracle Corporation
(ORCL)
|
0.2 |
$590k |
|
8.4k |
69.86 |
Wal-Mart Stores
(WMT)
|
0.2 |
$558k |
|
4.6k |
121.60 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.2 |
$555k |
|
9.2k |
60.32 |
Union Pacific Corporation
(UNP)
|
0.2 |
$550k |
|
2.6k |
213.34 |
Texas Instruments Incorporated
(TXN)
|
0.2 |
$543k |
|
3.5k |
153.78 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.2 |
$540k |
|
1.9k |
277.63 |
Thermo Fisher Scientific
(TMO)
|
0.1 |
$536k |
|
987.00 |
543.06 |
Crown Castle Intl
(CCI)
|
0.1 |
$517k |
|
3.1k |
168.29 |
Cisco Systems
(CSCO)
|
0.1 |
$510k |
|
12k |
42.61 |
Spdr Ser Tr S&P 400 MDCP GRW
(MDYG)
|
0.1 |
$507k |
|
8.3k |
60.94 |
PNC Financial Services
(PNC)
|
0.1 |
$489k |
|
3.1k |
157.64 |
Honeywell International
(HON)
|
0.1 |
$454k |
|
2.6k |
173.75 |
Abbvie
(ABBV)
|
0.1 |
$452k |
|
2.9k |
153.32 |
Spdr Dow Jones Indl Average Ut Ser 1
(DIA)
|
0.1 |
$450k |
|
1.5k |
307.80 |
Fiserv
(FI)
|
0.1 |
$434k |
|
4.9k |
88.95 |
CVS Caremark Corporation
(CVS)
|
0.1 |
$419k |
|
4.5k |
92.58 |
Ishares Tr Rus 2000 Grw Etf
(IWO)
|
0.1 |
$403k |
|
2.0k |
206.45 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$398k |
|
4.6k |
85.61 |
Ishares Tr Esg Aw Msci Eafe
(ESGD)
|
0.1 |
$397k |
|
6.3k |
62.83 |
Brookfield Infrast Partners Lp Int Unit
(BIP)
|
0.1 |
$388k |
|
10k |
38.25 |
Procter & Gamble Company
(PG)
|
0.1 |
$372k |
|
2.6k |
143.80 |
Walt Disney Company
(DIS)
|
0.1 |
$352k |
|
3.7k |
94.29 |
Meta Platforms Cl A
(META)
|
0.1 |
$348k |
|
2.2k |
161.34 |
Ishares Tr S&p Mc 400gr Etf
(IJK)
|
0.1 |
$346k |
|
5.4k |
63.70 |
TJX Companies
(TJX)
|
0.1 |
$341k |
|
6.1k |
55.89 |
PPG Industries
(PPG)
|
0.1 |
$339k |
|
3.0k |
114.30 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.1 |
$336k |
|
2.3k |
143.47 |
Select Sector Spdr Tr Technology
(XLK)
|
0.1 |
$329k |
|
2.6k |
127.22 |
Edwards Lifesciences
(EW)
|
0.1 |
$325k |
|
3.4k |
94.97 |
Ishares Tr Esg Awre 1 5 Yr
(SUSB)
|
0.1 |
$324k |
|
13k |
24.10 |
Liberty Broadband Corp Com Ser C
(LBRDK)
|
0.1 |
$324k |
|
2.8k |
115.55 |
Amgen
(AMGN)
|
0.1 |
$306k |
|
1.3k |
243.63 |
Northrop Grumman Corporation
(NOC)
|
0.1 |
$304k |
|
636.00 |
477.99 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$301k |
|
699.00 |
430.62 |
Broadcom
(AVGO)
|
0.1 |
$301k |
|
619.00 |
486.27 |
Raytheon Technologies Corp
(RTX)
|
0.1 |
$296k |
|
3.1k |
96.07 |
Select Sector Spdr Tr Sbi Int-utils
(XLU)
|
0.1 |
$289k |
|
4.1k |
70.04 |
Capital One Financial
(COF)
|
0.1 |
$282k |
|
2.7k |
104.25 |
O'reilly Automotive
(ORLY)
|
0.1 |
$278k |
|
440.00 |
631.82 |
Lululemon Athletica
(LULU)
|
0.1 |
$277k |
|
1.0k |
272.91 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$272k |
|
971.00 |
280.12 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$265k |
|
4.5k |
58.89 |
Intel Corporation
(INTC)
|
0.1 |
$264k |
|
7.1k |
37.41 |
American Express Company
(AXP)
|
0.1 |
$264k |
|
1.9k |
138.80 |
Chubb
(CB)
|
0.1 |
$258k |
|
1.3k |
196.65 |
Analog Devices
(ADI)
|
0.1 |
$257k |
|
1.8k |
146.19 |
Nike CL B
(NKE)
|
0.1 |
$257k |
|
2.5k |
102.31 |
Federated Hermes Etf Trust Short Duration C
(FCSH)
|
0.1 |
$256k |
|
11k |
23.49 |
Danaher Corporation
(DHR)
|
0.1 |
$254k |
|
1.0k |
254.00 |
Eli Lilly & Co.
(LLY)
|
0.1 |
$253k |
|
779.00 |
324.78 |
Select Sector Spdr Tr Energy
(XLE)
|
0.1 |
$248k |
|
3.5k |
71.45 |
Paccar
(PCAR)
|
0.1 |
$247k |
|
3.0k |
82.33 |
Illinois Tool Works
(ITW)
|
0.1 |
$245k |
|
1.3k |
182.16 |
Starbucks Corporation
(SBUX)
|
0.1 |
$243k |
|
3.2k |
76.51 |
Ishares Tr Gl Clean Ene Etf
(ICLN)
|
0.1 |
$241k |
|
13k |
19.03 |
Lowe's Companies
(LOW)
|
0.1 |
$237k |
|
1.4k |
174.65 |
Federated Hermes Etf Trust Short Duration H
(FHYS)
|
0.1 |
$237k |
|
11k |
21.74 |
Ishares Tr Core S&p Us Gwt
(IUSG)
|
0.1 |
$234k |
|
2.8k |
83.75 |
Constellation Brands Cl A
(STZ)
|
0.1 |
$234k |
|
1.0k |
233.53 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$230k |
|
5.9k |
39.23 |
Spdr Ser Tr S&p 400 Mdcp Val
(MDYV)
|
0.1 |
$230k |
|
3.8k |
60.43 |
Qualcomm
(QCOM)
|
0.1 |
$227k |
|
1.8k |
127.89 |
Mccormick & Co Com Non Vtg
(MKC)
|
0.1 |
$227k |
|
2.7k |
83.12 |
Liberty Media Corp Del Com C Siriusxm
|
0.1 |
$226k |
|
6.3k |
36.04 |
Automatic Data Processing
(ADP)
|
0.1 |
$224k |
|
1.1k |
210.13 |
ConocoPhillips
(COP)
|
0.1 |
$223k |
|
2.5k |
89.67 |
Bank of New York Mellon Corporation
(BK)
|
0.1 |
$219k |
|
5.3k |
41.69 |
Warner Bros Discovery Com Ser A
(WBD)
|
0.1 |
$215k |
|
16k |
13.45 |
Waste Management
(WM)
|
0.1 |
$212k |
|
1.4k |
153.07 |
Stryker Corporation
(SYK)
|
0.1 |
$207k |
|
1.0k |
198.66 |
Invesco Exchange Traded Fd T S&p500 Eql Wgt
(RSP)
|
0.1 |
$203k |
|
1.5k |
133.99 |
Bank of America Corporation
(BAC)
|
0.1 |
$203k |
|
6.5k |
31.15 |
Xylem
(XYL)
|
0.1 |
$202k |
|
2.6k |
78.02 |
Hycroft Mining Holding Corp Com Cl A
|
0.1 |
$181k |
|
163k |
1.11 |
F.N.B. Corporation
(FNB)
|
0.0 |
$178k |
|
16k |
10.87 |
Federated Premier Municipal Income
(FMN)
|
0.0 |
$147k |
|
13k |
11.09 |
Viatris
(VTRS)
|
0.0 |
$105k |
|
10k |
10.45 |
Commscope Hldg
(COMM)
|
0.0 |
$98k |
|
16k |
6.12 |
Sundial Growers
|
0.0 |
$26k |
|
80k |
0.33 |