|
iShares S&P 1500 Index Fund
(ITOT)
|
25.9 |
$292M |
|
1.8M |
164.27 |
|
Vanguard Star Fd Intl Stk Idxf
(VXUS)
|
10.4 |
$117M |
|
1.4M |
85.49 |
|
iShares Russell 3000 Index
(IWV)
|
9.5 |
$107M |
|
251k |
426.40 |
|
Ishares Inc msci emrg chn
(EMXC)
|
4.1 |
$47M |
|
456k |
102.30 |
|
Vanguard Total Stock Market ETF
(VTI)
|
3.8 |
$43M |
|
116k |
370.04 |
|
Vanguard FTSE All-World ex-US ETF
(VEU)
|
3.5 |
$40M |
|
474k |
83.75 |
|
Palantir Technologies
(PLTR)
|
2.9 |
$32M |
|
277k |
116.67 |
|
iShares MSCI ACWI Index Fund
(ACWI)
|
2.7 |
$31M |
|
196k |
156.97 |
|
BLACKROCK MUN TARGET TERM TR SHARES Of Ben
(BTT)
|
2.6 |
$29M |
|
1.3M |
22.75 |
|
Ishares Inc core msci emkt
(IEMG)
|
2.4 |
$27M |
|
321k |
82.84 |
|
Apple
(AAPL)
|
2.3 |
$26M |
|
89k |
289.36 |
|
Spdr S&p 500 Etf
(SPY)
|
2.0 |
$23M |
|
31k |
746.77 |
|
JPMorgan BetaBuilders Japan ETF
(BBJP)
|
1.7 |
$19M |
|
249k |
75.31 |
|
Network Associates Inc cl a
(NET)
|
1.6 |
$18M |
|
75k |
245.28 |
|
2023 Etf Series Trust
(EAGL)
|
1.4 |
$16M |
|
494k |
32.17 |
|
Invesco Qqq Trust Series 1
(QQQ)
|
1.3 |
$15M |
|
20k |
736.39 |
|
Quanta Services
(PWR)
|
1.0 |
$11M |
|
15k |
720.04 |
|
iShares Russell Microcap Index
(IWC)
|
1.0 |
$11M |
|
55k |
200.04 |
|
iShares MSCI ACWI ex US Index Fund
(ACWX)
|
0.8 |
$9.4M |
|
124k |
76.11 |
|
Huntington Bancshares Incorporated
(HBAN)
|
0.8 |
$8.8M |
|
497k |
17.73 |
|
Exxon Mobil Corp
|
0.7 |
$8.2M |
|
60k |
136.72 |
|
JPMorgan Chase & Co.
(JPM)
|
0.7 |
$7.6M |
|
23k |
327.33 |
|
Vanguard Admiral Fds Inc cmn
(IVOO)
|
0.6 |
$7.1M |
|
55k |
130.40 |
|
FLEXSHARES TR MORNSTAR usmkt
(TILT)
|
0.6 |
$7.1M |
|
26k |
276.06 |
|
Coca-Cola Company
(KO)
|
0.6 |
$7.0M |
|
86k |
81.27 |
|
Microsoft Corporation
(MSFT)
|
0.6 |
$6.9M |
|
19k |
373.01 |
|
iShares Gold Trust
(IAU)
|
0.6 |
$6.4M |
|
85k |
75.51 |
|
Facebook Inc cl a
(META)
|
0.5 |
$5.4M |
|
9.7k |
563.28 |
|
Vanguard Europe Pacific ETF
(VEA)
|
0.5 |
$5.4M |
|
75k |
71.25 |
|
Procter & Gamble Company
(PG)
|
0.5 |
$5.3M |
|
36k |
146.64 |
|
S&p Global
(SPGI)
|
0.5 |
$5.2M |
|
13k |
407.26 |
|
Litman Gregory Fds Tr
(DBMF)
|
0.4 |
$5.0M |
|
162k |
30.61 |
|
Listed Fd Tr
(INFL)
|
0.4 |
$4.9M |
|
99k |
49.88 |
|
Flexshares Tr mornstar upstr
(GUNR)
|
0.4 |
$4.8M |
|
98k |
49.28 |
|
Technology SPDR
(XLK)
|
0.4 |
$4.7M |
|
25k |
190.53 |
|
Texas Instruments Incorporated
(TXN)
|
0.4 |
$4.5M |
|
15k |
298.04 |
|
Energy Transfer Equity
(ET)
|
0.4 |
$4.0M |
|
207k |
19.12 |
|
Abbvie
(ABBV)
|
0.3 |
$3.7M |
|
15k |
251.64 |
|
Ishares Core Intl Stock Etf core
(IXUS)
|
0.3 |
$3.4M |
|
36k |
95.44 |
|
ADR ASML Holding Registry Adr
(ASML)
|
0.3 |
$3.4M |
|
1.7k |
1989.47 |
|
iShares S&P Global Energy Sector
(IXC)
|
0.3 |
$3.4M |
|
68k |
49.14 |
|
Spdr Gold Minishares Trust
(GLDM)
|
0.3 |
$3.2M |
|
40k |
79.41 |
|
Alphabet Inc Class C cs
(GOOG)
|
0.3 |
$3.1M |
|
8.7k |
353.33 |
|
ADR Nestle SA Sponsored Adr
(NSRGY)
|
0.2 |
$2.6M |
|
26k |
102.98 |
|
Johnson & Johnson
(JNJ)
|
0.2 |
$2.6M |
|
10k |
253.98 |
|
Chevron Corporation
(CVX)
|
0.2 |
$2.5M |
|
15k |
165.75 |
|
Ionq Inc Pipe
(IONQ)
|
0.2 |
$2.4M |
|
45k |
53.27 |
|
Ishares Core Msci Eafe Etf core msci eafe
(IEFA)
|
0.2 |
$2.4M |
|
25k |
96.58 |
|
iShares S&P MidCap 400 Index
(IJH)
|
0.2 |
$2.3M |
|
30k |
77.10 |
|
Pepsi
(PEP)
|
0.2 |
$2.3M |
|
17k |
135.38 |
|
Alphabet Inc Class A cs
(GOOGL)
|
0.2 |
$2.3M |
|
6.4k |
357.39 |
|
Vanguard Esg International Stock Etf etf
(VSGX)
|
0.2 |
$2.3M |
|
28k |
82.32 |
|
Merck & Co
(MRK)
|
0.2 |
$2.2M |
|
17k |
128.50 |
|
Franklin Templeton Etf Tr franklin india
(FLIN)
|
0.2 |
$2.1M |
|
60k |
35.57 |
|
Tyson Foods
(TSN)
|
0.2 |
$2.1M |
|
37k |
57.26 |
|
Blackrock
(BLK)
|
0.2 |
$2.0M |
|
2.1k |
961.43 |
|
ADR Novo-Nordisk Adr
(NVO)
|
0.2 |
$2.0M |
|
42k |
47.95 |
|
iShares MSCI Emerging Markets Indx
(EEM)
|
0.2 |
$2.0M |
|
29k |
68.41 |
|
iShares S&P Global Financials Sect.
(IXG)
|
0.2 |
$2.0M |
|
16k |
124.49 |
|
McDonald's Corporation
(MCD)
|
0.2 |
$2.0M |
|
7.2k |
270.26 |
|
UnitedHealth
(UNH)
|
0.2 |
$1.9M |
|
4.5k |
415.63 |
|
Dbx Etf Tr db xtr msci pac
(HAUZ)
|
0.2 |
$1.8M |
|
78k |
22.41 |
|
Shell Plc Spon Ads Adr
(SHEL)
|
0.1 |
$1.6M |
|
21k |
77.53 |
|
Union Pacific Corporation
(UNP)
|
0.1 |
$1.5M |
|
5.6k |
272.05 |
|
Berkshire Hathaway
(BRK.A)
|
0.1 |
$1.5M |
|
2.00 |
749000.00 |
|
SPDR S&P MidCap 400 ETF
(MDY)
|
0.1 |
$1.5M |
|
2.1k |
703.42 |
|
Home Depot
(HD)
|
0.1 |
$1.4M |
|
4.1k |
352.58 |
|
Mondelez Int
(MDLZ)
|
0.1 |
$1.4M |
|
24k |
57.84 |
|
Nautilus Biotechnology
(NAUT)
|
0.1 |
$1.4M |
|
750k |
1.87 |
|
Health Care SPDR
(XLV)
|
0.1 |
$1.3M |
|
8.4k |
158.62 |
|
Spdr Ser Tr sp500 fosl etf
(SPYX)
|
0.1 |
$1.3M |
|
22k |
61.12 |
|
Bank of America Corporation
(BAC)
|
0.1 |
$1.3M |
|
23k |
56.99 |
|
Weyerhaeuser Company
(WY)
|
0.1 |
$1.3M |
|
53k |
23.95 |
|
Amazon
(AMZN)
|
0.1 |
$1.2M |
|
5.1k |
238.32 |
|
Automatic Data Processing
(ADP)
|
0.1 |
$1.2M |
|
5.4k |
223.92 |
|
Vanguard Information Technology ETF
(VGT)
|
0.1 |
$1.2M |
|
10k |
119.56 |
|
Ishares Tr etf msci usa
(ESGU)
|
0.1 |
$1.2M |
|
7.2k |
163.67 |
|
Exchange Listed Fds Tr
(LPRE)
|
0.1 |
$1.1M |
|
38k |
30.10 |
|
iShares MSCI EAFE Index Fund
(EFA)
|
0.1 |
$1.1M |
|
11k |
103.84 |
|
ADR Roche Hldg Ltd Sponsored Adr
(RHHBY)
|
0.1 |
$1.1M |
|
22k |
51.56 |
|
Abbott Laboratories
(ABT)
|
0.1 |
$1.1M |
|
12k |
90.74 |
|
Raytheon Technologies Corp
(RTX)
|
0.1 |
$1.1M |
|
5.6k |
189.74 |
|
Flexshares Tr qualt divd idx
(QDF)
|
0.1 |
$962k |
|
11k |
89.91 |
|
Vanguard Scottsdale Fds vng rus1000grw
(VONG)
|
0.1 |
$880k |
|
6.9k |
127.81 |
|
Berkshire Hathaway
(BRK.B)
|
0.1 |
$748k |
|
1.5k |
500.33 |
|
Vanguard FTSE All Wld Ex USSml Cap
(VSS)
|
0.1 |
$746k |
|
4.8k |
154.36 |
|
Vanguard Intl Equity Index F glb ex us etf
(VNQI)
|
0.1 |
$709k |
|
16k |
44.87 |
|
Grayscale Bitcoin Mini Trust Etf
(BTC)
|
0.1 |
$682k |
|
26k |
25.96 |
|
Wal-Mart Stores
(WMT)
|
0.1 |
$656k |
|
5.8k |
113.26 |
|
Applied Blockchain
(APLD)
|
0.1 |
$621k |
|
17k |
37.30 |
|
Total Sa New Ord F
(TTE)
|
0.1 |
$594k |
|
7.6k |
77.70 |
|
MasterCard Incorporated
(MA)
|
0.1 |
$577k |
|
1.1k |
513.35 |
|
iShares S&P SmallCap 600 Index
(IJR)
|
0.0 |
$545k |
|
3.7k |
148.42 |
|
Astrazeneca Plc Ord
(AZN)
|
0.0 |
$541k |
|
2.9k |
189.56 |
|
Goldman Sachs
(GS)
|
0.0 |
$539k |
|
533.00 |
1011.26 |
|
Ishares Tr msci eafe esg
(ESGD)
|
0.0 |
$536k |
|
5.2k |
102.88 |
|
Akre Focus Etf
(AKRE)
|
0.0 |
$524k |
|
9.8k |
53.21 |
|
Adr Sap Se Adr
(SAP)
|
0.0 |
$519k |
|
3.4k |
154.14 |
|
Comcast Corporation
(CMCSA)
|
0.0 |
$492k |
|
20k |
24.54 |
|
Ventas
(VTR)
|
0.0 |
$462k |
|
5.2k |
88.88 |
|
iShares Russell Midcap Index Fund
(IWR)
|
0.0 |
$459k |
|
4.2k |
110.20 |
|
Prologis
(PLD)
|
0.0 |
$457k |
|
3.4k |
135.33 |
|
iShares Dow Jones Select Dividend
(DVY)
|
0.0 |
$431k |
|
2.8k |
156.44 |
|
Vanguard Growth ETF
(VUG)
|
0.0 |
$428k |
|
5.0k |
86.15 |
|
Industrial SPDR
(XLI)
|
0.0 |
$391k |
|
2.1k |
185.31 |
|
Triple Flag Precious Metals
(TFPM)
|
0.0 |
$390k |
|
13k |
30.00 |
|
Proshares Tr cmn
(SPXE)
|
0.0 |
$381k |
|
4.7k |
80.69 |
|
Tesla Motors
(TSLA)
|
0.0 |
$358k |
|
852.00 |
420.19 |
|
Veeva Sys Inc cl a
(VEEV)
|
0.0 |
$355k |
|
2.0k |
177.50 |
|
Vanguard Dividend Appreciation ETF
(VIG)
|
0.0 |
$344k |
|
1.5k |
236.43 |
|
Old Second Ban
(OSBC)
|
0.0 |
$328k |
|
14k |
23.34 |
|
Vanguard Energy ETF
(VDE)
|
0.0 |
$326k |
|
2.2k |
150.23 |
|
CVS Caremark Corporation
(CVS)
|
0.0 |
$320k |
|
3.1k |
103.39 |
|
Kinder Morgan
(KMI)
|
0.0 |
$314k |
|
9.8k |
32.01 |
|
Hometrust Bancshares
(HTB)
|
0.0 |
$313k |
|
6.3k |
49.93 |
|
Blackrock Science & Tech Tr shs ben int
(BSTZ)
|
0.0 |
$301k |
|
10k |
30.03 |
|
Onespan
(OSPN)
|
0.0 |
$287k |
|
20k |
14.35 |
|
ADR Airbus Group Adr
(EADSY)
|
0.0 |
$287k |
|
5.2k |
55.59 |
|
Equity Bancshares Cl-a
(EQBK)
|
0.0 |
$285k |
|
5.8k |
49.00 |
|
Schlumberger
(SLB)
|
0.0 |
$276k |
|
5.9k |
46.51 |
|
Southern First Bancshares
(SFST)
|
0.0 |
$268k |
|
4.4k |
61.16 |
|
NVIDIA Corporation
(NVDA)
|
0.0 |
$265k |
|
1.3k |
200.45 |
|
Jp Morgan Exchange Traded Fd ultra shrt etf
(JMST)
|
0.0 |
$260k |
|
5.1k |
50.99 |
|
Honeywell Aerospace
(HONA)
|
0.0 |
$254k |
|
1.1k |
227.19 |
|
Duke Energy
(DUK)
|
0.0 |
$254k |
|
2.0k |
126.62 |
|
Honeywell International
(HON)
|
0.0 |
$250k |
|
1.1k |
223.61 |
|
Progressive Corporation
(PGR)
|
0.0 |
$245k |
|
1.1k |
218.55 |
|
Pfizer
(PFE)
|
0.0 |
$244k |
|
10k |
24.06 |
|
Zoetis Inc Cl A
(ZTS)
|
0.0 |
$230k |
|
3.2k |
71.72 |
|
Ishares Inc msci em esg se
(ESGE)
|
0.0 |
$220k |
|
4.0k |
54.70 |
|
Rbb Bancorp
(RBB)
|
0.0 |
$217k |
|
7.9k |
27.47 |
|
Vanguard Value ETF
(VTV)
|
0.0 |
$211k |
|
970.00 |
217.53 |
|
Vanguard High Dividend Yield ETF
(VYM)
|
0.0 |
$205k |
|
1.3k |
157.69 |
|
Organogenesis Hldgs
(ORGO)
|
0.0 |
$91k |
|
37k |
2.44 |
|
374water
(SCWO)
|
0.0 |
$76k |
|
40k |
1.89 |
|
ADR Nidec Corp Sponsored Adr
(NJDCY)
|
0.0 |
$50k |
|
12k |
4.08 |