iShares S&P 1500 Index Fund
(ITOT)
|
29.6 |
$179M |
|
2.3M |
79.54 |
iShares Russell 3000 Index
(IWV)
|
9.3 |
$56M |
|
271k |
207.04 |
Vanguard Star Fd Intl Stk Idxf
(VXUS)
|
7.7 |
$47M |
|
1.0M |
45.77 |
Eagle View Investments
|
7.6 |
$46M |
|
1.3k |
34717.60 |
Vanguard FTSE All-World ex-US ETF
(VEU)
|
3.8 |
$23M |
|
520k |
44.36 |
Eagle View Alternative Investm
|
3.2 |
$20M |
|
1.0k |
19642.00 |
Spdr S&p 500 Etf
(SPY)
|
2.7 |
$16M |
|
46k |
357.18 |
iShares MSCI ACWI ex US Index Fund
(ACWX)
|
2.4 |
$14M |
|
356k |
40.01 |
Ishares Tr dev val factor
(IVLU)
|
2.0 |
$12M |
|
608k |
19.75 |
Apple
(AAPL)
|
1.7 |
$10M |
|
74k |
138.19 |
iShares Gold Trust
(IAU)
|
1.6 |
$10M |
|
317k |
31.53 |
iShares S&P Global Energy Sector
(IXC)
|
1.5 |
$9.4M |
|
282k |
33.33 |
Spdr Series Trust dj ttl mkt etf
(SPTM)
|
1.2 |
$7.4M |
|
167k |
44.11 |
Spdr Index Shs Fds s^p global nat res
(GNR)
|
1.2 |
$7.4M |
|
149k |
49.46 |
Ishares Inc msci emrg chn
(EMXC)
|
1.0 |
$6.2M |
|
140k |
44.28 |
Global X Fds s&p 500 catholic
(CATH)
|
1.0 |
$6.0M |
|
137k |
43.65 |
Ishares Inc core msci emkt
(IEMG)
|
0.9 |
$5.3M |
|
124k |
42.98 |
Invesco Qqq Trust Series 1
(QQQ)
|
0.9 |
$5.2M |
|
20k |
267.28 |
Industrial SPDR
(XLI)
|
0.8 |
$5.1M |
|
62k |
82.84 |
FLEXSHARES TR MORNSTAR usmkt
(TILT)
|
0.8 |
$4.9M |
|
35k |
138.29 |
Marathon Oil Corporation
(MRO)
|
0.8 |
$4.7M |
|
208k |
22.58 |
Network Associates Inc cl a
(NET)
|
0.8 |
$4.6M |
|
84k |
55.31 |
Vanguard Europe Pacific ETF
(VEA)
|
0.7 |
$4.3M |
|
118k |
36.36 |
JPMorgan BetaBuilders Canada ETF
(BBCA)
|
0.7 |
$4.2M |
|
79k |
53.45 |
Cadence Bank
(CADE)
|
0.7 |
$4.1M |
|
162k |
25.41 |
Materials SPDR
(XLB)
|
0.7 |
$4.0M |
|
58k |
68.01 |
Silvergate Capital Cl A Ord
|
0.6 |
$3.8M |
|
51k |
75.34 |
Health Care SPDR
(XLV)
|
0.6 |
$3.6M |
|
29k |
121.11 |
SPDR DJ Wilshire Small Cap
|
0.5 |
$3.3M |
|
43k |
75.70 |
Duke Energy
(DUK)
|
0.5 |
$3.1M |
|
34k |
93.03 |
Tyson Foods
(TSN)
|
0.5 |
$3.1M |
|
47k |
65.92 |
Vanguard Information Technology ETF
(VGT)
|
0.5 |
$2.9M |
|
9.5k |
307.37 |
Quanta Services
(PWR)
|
0.5 |
$2.9M |
|
23k |
127.39 |
J P Morgan Exchange Traded F ultra shrt
(JPST)
|
0.5 |
$2.8M |
|
56k |
50.16 |
Crestwood Equity Partners master ltd part
|
0.5 |
$2.8M |
|
100k |
27.77 |
Weyerhaeuser Company
(WY)
|
0.4 |
$2.6M |
|
93k |
28.56 |
CVS Caremark Corporation
(CVS)
|
0.4 |
$2.6M |
|
28k |
95.37 |
Palantir Technologies
(PLTR)
|
0.4 |
$2.3M |
|
280k |
8.13 |
JPMorgan Chase & Co.
(JPM)
|
0.4 |
$2.2M |
|
21k |
104.49 |
Shell Plc Spon Ads Adr
(SHEL)
|
0.3 |
$2.1M |
|
42k |
49.76 |
iShares S&P Global Financials Sect.
(IXG)
|
0.3 |
$1.9M |
|
31k |
61.32 |
Technology SPDR
(XLK)
|
0.3 |
$1.7M |
|
15k |
118.78 |
iShares S&P Global Industrials Sec
(EXI)
|
0.3 |
$1.7M |
|
19k |
89.95 |
iShares MSCI Emerging Markets Indx
(EEM)
|
0.3 |
$1.7M |
|
48k |
34.88 |
Sprott Physical Gold & S
(CEF)
|
0.3 |
$1.7M |
|
107k |
15.57 |
Vanguard Scottsdale Fds vng rus1000grw
(VONG)
|
0.3 |
$1.6M |
|
30k |
54.22 |
Microsoft Corporation
(MSFT)
|
0.3 |
$1.6M |
|
7.0k |
232.97 |
Huntington Bancshares Incorporated
(HBAN)
|
0.3 |
$1.6M |
|
120k |
13.18 |
Williams Companies
(WMB)
|
0.3 |
$1.6M |
|
55k |
28.64 |
Consumer Staples Select Sect. SPDR
(XLP)
|
0.2 |
$1.5M |
|
22k |
66.73 |
Kraneshares Tr csi chi internet
(KWEB)
|
0.2 |
$1.4M |
|
58k |
24.63 |
Ishares Core Msci Eafe Etf core msci eafe
(IEFA)
|
0.2 |
$1.4M |
|
26k |
52.65 |
Hologic
(HOLX)
|
0.2 |
$1.3M |
|
20k |
64.50 |
Facebook Inc cl a
(META)
|
0.2 |
$1.3M |
|
9.5k |
135.68 |
iShares MSCI EAFE Index Fund
(EFA)
|
0.2 |
$1.1M |
|
20k |
56.00 |
Kinder Morgan
(KMI)
|
0.2 |
$1.0M |
|
63k |
16.64 |
Ishares Inc msci glb agri
(VEGI)
|
0.2 |
$1.0M |
|
26k |
39.15 |
Financial Select Sector SPDR
(XLF)
|
0.2 |
$970k |
|
32k |
30.36 |
Comcast Corporation
(CMCSA)
|
0.2 |
$939k |
|
32k |
29.34 |
Vanguard Esg International Stock Etf etf
(VSGX)
|
0.1 |
$889k |
|
21k |
43.46 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$880k |
|
10k |
87.27 |
Consumer Discretionary SPDR
(XLY)
|
0.1 |
$852k |
|
6.0k |
142.38 |
Amazon
(AMZN)
|
0.1 |
$836k |
|
7.4k |
112.97 |
Berkshire Hathaway
(BRK.A)
|
0.1 |
$813k |
|
2.00 |
406500.00 |
Honeywell International
(HON)
|
0.1 |
$791k |
|
4.7k |
167.02 |
Johnson & Johnson
(JNJ)
|
0.1 |
$785k |
|
4.8k |
163.34 |
Vanguard Emerging Markets ETF
(VWO)
|
0.1 |
$773k |
|
21k |
36.50 |
Spdr Ser Tr sp500 fosl etf
(SPYX)
|
0.1 |
$736k |
|
8.4k |
87.11 |
Bank of America Corporation
(BAC)
|
0.1 |
$691k |
|
23k |
30.20 |
Qualcomm
(QCOM)
|
0.1 |
$642k |
|
5.7k |
112.97 |
Alphabet Inc Class A cs
(GOOGL)
|
0.1 |
$602k |
|
6.3k |
95.59 |
Vanguard Energy ETF
(VDE)
|
0.1 |
$598k |
|
5.9k |
101.53 |
Flexshares Tr qualt divd idx
(QDF)
|
0.1 |
$590k |
|
13k |
47.26 |
Ishares Tr etf msci usa
(ESGU)
|
0.1 |
$581k |
|
7.3k |
79.36 |
ADR Nestle SA Sponsored Adr
(NSRGY)
|
0.1 |
$551k |
|
5.1k |
108.76 |
JPMorgan BetaBuilders Europe ETF
(BBEU)
|
0.1 |
$531k |
|
13k |
40.29 |
Organogenesis Hldgs
(ORGO)
|
0.1 |
$483k |
|
149k |
3.24 |
Blackrock Health Sciencs Tr
(BMEZ)
|
0.1 |
$479k |
|
32k |
14.93 |
Union Pacific Corporation
(UNP)
|
0.1 |
$457k |
|
2.3k |
194.97 |
Nautilus Biotechnology
(NAUT)
|
0.1 |
$456k |
|
215k |
2.12 |
Vanguard Total Stock Market ETF
(VTI)
|
0.1 |
$442k |
|
2.5k |
179.31 |
SPDR Gold Trust
(GLD)
|
0.1 |
$433k |
|
2.8k |
154.64 |
Blackrock Science & Tech Tr shs ben int
(BSTZ)
|
0.1 |
$423k |
|
24k |
17.65 |
Ishares Tr core msci euro
(IEUR)
|
0.1 |
$419k |
|
11k |
39.54 |
David A. Bristol Sr. IRA FBO I
|
0.1 |
$407k |
|
1.00 |
407000.00 |
David A. Bristol Sr. IRA FBO L
|
0.1 |
$407k |
|
1.00 |
407000.00 |
Main Street Capital Corporation
(MAIN)
|
0.1 |
$404k |
|
12k |
33.67 |
Vanguard Growth ETF
(VUG)
|
0.1 |
$372k |
|
1.7k |
214.16 |
Global X Fds glb x lithium
(LIT)
|
0.1 |
$358k |
|
5.4k |
66.08 |
Alphabet Inc Class C cs
(GOOG)
|
0.1 |
$342k |
|
3.6k |
96.07 |
iShares S&P SmallCap 600 Index
(IJR)
|
0.1 |
$320k |
|
3.7k |
87.15 |
Ishares Tr msci eafe esg
(ESGD)
|
0.1 |
$313k |
|
5.6k |
56.18 |
iShares Dow Jones Select Dividend
(DVY)
|
0.0 |
$295k |
|
2.8k |
107.08 |
Tesla Motors
(TSLA)
|
0.0 |
$294k |
|
1.1k |
264.86 |
BLACKROCK MUN TARGET TERM TR SHARES Of Ben
(BTT)
|
0.0 |
$275k |
|
13k |
20.52 |
iShares S&P 500 Growth Index
(IVW)
|
0.0 |
$267k |
|
4.6k |
57.82 |
Snowflake Inc Cl A
(SNOW)
|
0.0 |
$257k |
|
1.5k |
170.09 |
iShares Russell Midcap Index Fund
(IWR)
|
0.0 |
$249k |
|
4.0k |
62.13 |
Schlumberger
(SLB)
|
0.0 |
$221k |
|
6.2k |
35.92 |
Vanguard Scottsdale Fds cmn
(VTHR)
|
0.0 |
$217k |
|
1.3k |
160.86 |
ADR Lvmh Moet Henn Adr
(LVMUY)
|
0.0 |
$216k |
|
1.8k |
119.80 |
Kkr & Co
(KKR)
|
0.0 |
$215k |
|
5.0k |
43.00 |
Berkshire Hathaway
(BRK.B)
|
0.0 |
$208k |
|
780.00 |
266.67 |
ADR ICICI Bank Adr
(IBN)
|
0.0 |
$205k |
|
9.8k |
21.00 |
Adr Bp Adr
(BP)
|
0.0 |
$204k |
|
7.1k |
28.57 |
iShares NASDAQ Biotechnology Index
(IBB)
|
0.0 |
$202k |
|
1.7k |
117.10 |
Blackrock Innovation And Grw
(BIGZ)
|
0.0 |
$158k |
|
22k |
7.25 |
New York Community Ban
|
0.0 |
$140k |
|
16k |
8.54 |
Aberdeen Priv Eq F Sterling Pa
|
0.0 |
$999.358600 |
|
47k |
0.02 |