Dimensional Etf Trust Us Equity Etf
(DFUS)
|
4.7 |
$9.4M |
|
166k |
56.98 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
4.5 |
$9.1M |
|
148k |
61.53 |
Dimensional Etf Trust Core Fixed Incom
(DFCF)
|
3.9 |
$7.8M |
|
187k |
41.95 |
Dimensional Etf Trust Us Core Equity 2
(DFAC)
|
3.8 |
$7.7M |
|
240k |
31.95 |
Apple
(AAPL)
|
3.4 |
$6.9M |
|
40k |
171.48 |
Microsoft Corporation
(MSFT)
|
2.8 |
$5.6M |
|
13k |
420.72 |
Dimensional Etf Trust Intl Core Eqt Mk
(DFAI)
|
2.4 |
$4.8M |
|
157k |
30.22 |
Merck & Co
(MRK)
|
2.3 |
$4.7M |
|
35k |
131.95 |
Ishares Tr Core S&p Ttl Stk
(ITOT)
|
2.3 |
$4.7M |
|
40k |
115.30 |
JPMorgan Chase & Co.
(JPM)
|
2.3 |
$4.6M |
|
23k |
200.30 |
Procter & Gamble Company
(PG)
|
1.9 |
$3.9M |
|
24k |
162.25 |
Johnson & Johnson
(JNJ)
|
1.9 |
$3.8M |
|
24k |
158.19 |
Dimensional Etf Trust Emgr Cre Eqt Mng
(DFAE)
|
1.8 |
$3.7M |
|
148k |
24.72 |
Vanguard Index Fds Growth Etf
(VUG)
|
1.7 |
$3.4M |
|
9.9k |
344.19 |
Eli Lilly & Co.
(LLY)
|
1.6 |
$3.3M |
|
4.2k |
777.96 |
Exxon Mobil Corporation
(XOM)
|
1.6 |
$3.2M |
|
28k |
116.24 |
Select Sector Spdr Tr Energy
(XLE)
|
1.4 |
$2.7M |
|
29k |
94.41 |
Ishares Tr Core Total Usd
(IUSB)
|
1.3 |
$2.7M |
|
59k |
45.59 |
Chevron Corporation
(CVX)
|
1.3 |
$2.6M |
|
17k |
157.74 |
Amazon
(AMZN)
|
1.3 |
$2.6M |
|
14k |
180.23 |
Alphabet Cap Stk Cl A
(GOOGL)
|
1.3 |
$2.5M |
|
17k |
150.93 |
Raytheon Technologies Corp
(RTX)
|
1.2 |
$2.4M |
|
25k |
97.53 |
Schwab Strategic Tr Us Aggregate B
(SCHZ)
|
1.1 |
$2.2M |
|
49k |
46.00 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
1.1 |
$2.1M |
|
13k |
164.34 |
First Tr Exch Traded Fd Iii Instl Pfd Secs
(FPEI)
|
1.0 |
$2.0M |
|
112k |
18.22 |
International Business Machines
(IBM)
|
1.0 |
$1.9M |
|
10k |
190.95 |
Dimensional Etf Trust Short Duration F
(DFSD)
|
0.9 |
$1.8M |
|
39k |
47.04 |
TJX Companies
(TJX)
|
0.9 |
$1.8M |
|
18k |
101.42 |
Ishares Tr Core S&p Us Vlu
(IUSV)
|
0.9 |
$1.8M |
|
20k |
90.44 |
Verizon Communications
(VZ)
|
0.9 |
$1.8M |
|
43k |
41.96 |
Ishares U S Etf Tr U.s. Tech Indepd
(IETC)
|
0.9 |
$1.8M |
|
25k |
70.80 |
White Mountains Insurance Gp
(WTM)
|
0.8 |
$1.7M |
|
929.00 |
1794.30 |
Wal-Mart Stores
(WMT)
|
0.8 |
$1.5M |
|
26k |
60.17 |
Blackrock Etf Trust Us Eqt Factor
(DYNF)
|
0.7 |
$1.5M |
|
34k |
44.40 |
Meta Platforms Cl A
(META)
|
0.7 |
$1.5M |
|
3.0k |
485.58 |
Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
0.7 |
$1.4M |
|
2.8k |
523.02 |
Emerson Electric
(EMR)
|
0.7 |
$1.4M |
|
12k |
113.42 |
Becton, Dickinson and
(BDX)
|
0.7 |
$1.4M |
|
5.5k |
247.45 |
Vanguard Index Fds Value Etf
(VTV)
|
0.7 |
$1.4M |
|
8.3k |
162.86 |
Walt Disney Company
(DIS)
|
0.6 |
$1.3M |
|
11k |
122.36 |
Dimensional Etf Trust Us Small Cap Etf
(DFAS)
|
0.6 |
$1.3M |
|
21k |
62.34 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.6 |
$1.3M |
|
24k |
54.40 |
Union Pacific Corporation
(UNP)
|
0.6 |
$1.3M |
|
5.2k |
245.93 |
Mastercard Incorporated Cl A
(MA)
|
0.6 |
$1.3M |
|
2.6k |
481.57 |
Prudential Financial
(PRU)
|
0.6 |
$1.2M |
|
11k |
117.40 |
Ishares Tr S&p 500 Grwt Etf
(IVW)
|
0.6 |
$1.2M |
|
14k |
84.44 |
Bank of America Corporation
(BAC)
|
0.6 |
$1.2M |
|
31k |
37.92 |
Duke Energy Corp Com New
(DUK)
|
0.6 |
$1.2M |
|
12k |
96.71 |
Ishares Tr Mbs Etf
(MBB)
|
0.6 |
$1.2M |
|
13k |
92.42 |
Bristol Myers Squibb
(BMY)
|
0.6 |
$1.1M |
|
21k |
54.23 |
Cisco Systems
(CSCO)
|
0.5 |
$1.1M |
|
22k |
49.90 |
Ishares Tr Eafe Grwth Etf
(EFG)
|
0.5 |
$1.1M |
|
11k |
103.79 |
First Tr Exch Traded Fd Iii Managd Mun Etf
(FMB)
|
0.5 |
$1.1M |
|
21k |
51.36 |
Pepsi
(PEP)
|
0.5 |
$1.1M |
|
6.2k |
175.02 |
UnitedHealth
(UNH)
|
0.5 |
$1.1M |
|
2.2k |
494.70 |
Chubb
(CB)
|
0.5 |
$1.1M |
|
4.2k |
259.13 |
Energy Transfer Com Ut Ltd Ptn
(ET)
|
0.5 |
$1.0M |
|
66k |
15.73 |
Travelers Companies
(TRV)
|
0.5 |
$1.0M |
|
4.5k |
230.14 |
Phillips 66
(PSX)
|
0.5 |
$1.0M |
|
6.3k |
163.34 |
Vanguard Bd Index Fds Long Term Bond
(BLV)
|
0.5 |
$1.0M |
|
14k |
72.33 |
J P Morgan Exchange Traded F Betabuildrs Us
(BBUS)
|
0.5 |
$995k |
|
11k |
94.43 |
Spdr Ser Tr Portfoli S&p1500
(SPTM)
|
0.5 |
$987k |
|
15k |
64.15 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
0.5 |
$975k |
|
5.2k |
186.81 |
Vanguard Specialized Funds Div App Etf
(VIG)
|
0.5 |
$970k |
|
5.3k |
182.63 |
ConocoPhillips
(COP)
|
0.5 |
$961k |
|
7.5k |
127.28 |
Pfizer
(PFE)
|
0.5 |
$949k |
|
34k |
27.75 |
Citigroup Com New
(C)
|
0.5 |
$944k |
|
15k |
63.24 |
Carlisle Companies
(CSL)
|
0.5 |
$933k |
|
2.4k |
391.85 |
Intel Corporation
(INTC)
|
0.5 |
$930k |
|
21k |
43.84 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.5 |
$912k |
|
12k |
74.22 |
Ishares Tr U.s. Tech Etf
(IYW)
|
0.4 |
$904k |
|
6.7k |
135.07 |
ConAgra Foods
(CAG)
|
0.4 |
$892k |
|
30k |
29.64 |
Entergy Corporation
(ETR)
|
0.4 |
$892k |
|
8.4k |
105.68 |
Eversource Energy
(ES)
|
0.4 |
$871k |
|
15k |
59.77 |
CVS Caremark Corporation
(CVS)
|
0.4 |
$864k |
|
11k |
79.76 |
Coca-Cola Company
(KO)
|
0.4 |
$862k |
|
14k |
61.18 |
Abbott Laboratories
(ABT)
|
0.4 |
$858k |
|
7.5k |
113.66 |
Philip Morris International
(PM)
|
0.4 |
$817k |
|
8.9k |
91.62 |
Enbridge
(ENB)
|
0.4 |
$782k |
|
22k |
36.18 |
General Motors Company
(GM)
|
0.4 |
$782k |
|
17k |
45.35 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.4 |
$746k |
|
1.8k |
420.52 |
Public Service Enterprise
(PEG)
|
0.4 |
$723k |
|
11k |
66.78 |
Ishares Tr 20 Yr Tr Bd Etf
(TLT)
|
0.4 |
$717k |
|
7.6k |
94.62 |
J P Morgan Exchange Traded F Ultra Shrt Inc
(JPST)
|
0.4 |
$714k |
|
14k |
50.45 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
0.3 |
$699k |
|
6.1k |
114.96 |
Ishares Tr S&p 100 Etf
(OEF)
|
0.3 |
$672k |
|
2.7k |
247.41 |
Nextera Energy
(NEE)
|
0.3 |
$653k |
|
10k |
63.91 |
NVIDIA Corporation
(NVDA)
|
0.3 |
$647k |
|
716.00 |
903.51 |
Realty Income
(O)
|
0.3 |
$636k |
|
12k |
54.10 |
United Parcel Service CL B
(UPS)
|
0.3 |
$633k |
|
4.3k |
148.63 |
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun
(FSMB)
|
0.3 |
$617k |
|
31k |
19.84 |
Dimensional Etf Trust Internatnal Val
(DFIV)
|
0.3 |
$613k |
|
17k |
36.75 |
Ishares Tr New York Mun Etf
(NYF)
|
0.3 |
$612k |
|
11k |
53.81 |
GSK Sponsored Adr
(GSK)
|
0.3 |
$593k |
|
14k |
42.87 |
Medtronic SHS
(MDT)
|
0.3 |
$585k |
|
6.7k |
87.15 |
Bank of New York Mellon Corporation
(BK)
|
0.3 |
$582k |
|
10k |
57.62 |
Charles Schwab Corporation
(SCHW)
|
0.3 |
$573k |
|
7.9k |
72.34 |
Ishares Msci Emrg Chn
(EMXC)
|
0.3 |
$566k |
|
9.8k |
57.57 |
Spdr Ser Tr S&p Divid Etf
(SDY)
|
0.3 |
$554k |
|
4.2k |
131.24 |
Vanguard Mun Bd Fds Tax Exempt Bd
(VTEB)
|
0.3 |
$553k |
|
11k |
50.60 |
Target Corporation
(TGT)
|
0.3 |
$520k |
|
2.9k |
177.21 |
American Electric Power Company
(AEP)
|
0.3 |
$518k |
|
6.0k |
86.10 |
Webster Financial Corporation
(WBS)
|
0.2 |
$502k |
|
9.9k |
50.77 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
0.2 |
$481k |
|
7.9k |
60.74 |
Blackrock Etf Trust Ii Flexible Income
(BINC)
|
0.2 |
$478k |
|
9.1k |
52.46 |
Crown Castle Intl
(CCI)
|
0.2 |
$476k |
|
4.5k |
105.83 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.2 |
$458k |
|
3.0k |
152.25 |
American Express Company
(AXP)
|
0.2 |
$458k |
|
2.0k |
227.66 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.2 |
$454k |
|
863.00 |
525.73 |
Ishares Tr National Mun Etf
(MUB)
|
0.2 |
$444k |
|
4.1k |
107.60 |
Abbvie
(ABBV)
|
0.2 |
$443k |
|
2.4k |
182.10 |
Ishares Tr Hdg Msci Eafe
(HEFA)
|
0.2 |
$429k |
|
12k |
34.88 |
Home Depot
(HD)
|
0.2 |
$429k |
|
1.1k |
383.60 |
J P Morgan Exchange Traded F Active Growth
(JGRO)
|
0.2 |
$427k |
|
6.1k |
70.21 |
Caterpillar
(CAT)
|
0.2 |
$406k |
|
1.1k |
366.43 |
J P Morgan Exchange Traded F Betabuilders Us
(BBAG)
|
0.2 |
$402k |
|
8.8k |
45.87 |
J P Morgan Exchange Traded F Active Value Etf
(JAVA)
|
0.2 |
$394k |
|
6.6k |
59.89 |
Capital One Financial
(COF)
|
0.2 |
$390k |
|
2.6k |
148.89 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
0.2 |
$383k |
|
3.7k |
104.73 |
3M Com Shs
|
0.2 |
$365k |
|
3.4k |
106.07 |
Ford Motor Company
(F)
|
0.2 |
$361k |
|
27k |
13.28 |
J P Morgan Exchange Traded F Ultra Sht Muncpl
(JMST)
|
0.2 |
$345k |
|
6.8k |
50.74 |
Vanguard Index Fds Sml Cp Grw Etf
(VBK)
|
0.2 |
$345k |
|
1.3k |
260.77 |
Broadcom
(AVGO)
|
0.2 |
$308k |
|
232.00 |
1325.41 |
Shell Spon Ads
(SHEL)
|
0.1 |
$286k |
|
4.3k |
67.04 |
Stellantis SHS
(STLA)
|
0.1 |
$281k |
|
9.9k |
28.30 |
Ishares Tr Us Treas Bd Etf
(GOVT)
|
0.1 |
$273k |
|
12k |
22.77 |
Ishares Core Msci Emkt
(IEMG)
|
0.1 |
$268k |
|
5.2k |
51.60 |
Ishares Tr Global Energ Etf
(IXC)
|
0.1 |
$260k |
|
6.1k |
42.95 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$258k |
|
994.00 |
259.90 |
Vanguard Scottsdale Fds Vng Rus2000grw
(VTWG)
|
0.1 |
$256k |
|
1.3k |
197.10 |
Ecolab
(ECL)
|
0.1 |
$251k |
|
1.1k |
230.90 |
Kroger
(KR)
|
0.1 |
$247k |
|
4.3k |
57.13 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
0.1 |
$247k |
|
557.00 |
444.01 |
Eaton Corp SHS
(ETN)
|
0.1 |
$244k |
|
781.00 |
312.68 |
Dimensional Etf Trust Us Sustainabilty
(DFSU)
|
0.1 |
$241k |
|
7.0k |
34.41 |
GATX Corporation
(GATX)
|
0.1 |
$236k |
|
1.8k |
134.03 |
Tesla Motors
(TSLA)
|
0.1 |
$235k |
|
1.3k |
175.79 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.1 |
$228k |
|
2.5k |
89.67 |
Dimensional Etf Trust Us Small Cap Val
(DFSV)
|
0.1 |
$217k |
|
7.2k |
30.10 |
Ishares Tr Us Infrastruc
(IFRA)
|
0.1 |
$217k |
|
5.0k |
43.36 |
General Electric
|
0.1 |
$217k |
|
1.2k |
175.53 |
J P Morgan Exchange Traded F Core Plus Bd Etf
(JCPB)
|
0.1 |
$216k |
|
4.6k |
46.65 |
J P Morgan Exchange Traded F Betabuilders Us
(BBMC)
|
0.1 |
$213k |
|
2.3k |
92.45 |
Dimensional Etf Trust Intl High Profit
(DIHP)
|
0.1 |
$207k |
|
7.7k |
26.94 |
Crane Company Common Stock
(CR)
|
0.1 |
$206k |
|
1.5k |
135.13 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$205k |
|
4.7k |
43.35 |
Colgate-Palmolive Company
(CL)
|
0.1 |
$202k |
|
2.2k |
90.05 |
Prospect Cap Corp Note 6.375% 3/0
|
0.0 |
$35k |
|
35k |
1.01 |
Tilray
(TLRY)
|
0.0 |
$25k |
|
10k |
2.47 |