iShares Core S&P 500 ETF Core S&p500 Etf
(IVV)
|
26.1 |
$109M |
|
338k |
323.24 |
iShares MSCI USA Min Vol Factor ETF Etf
(USMV)
|
8.6 |
$36M |
|
547k |
65.60 |
Tortoise North American Pipeline Etf
(TPYP)
|
6.2 |
$26M |
|
1.1M |
23.50 |
iShares 3-7 Year Treasury Bond ETF 3 7 Yr Treas Bd
(IEI)
|
4.5 |
$19M |
|
150k |
125.75 |
iShares Core Dividend Growth ETF Etf
(DGRO)
|
4.2 |
$18M |
|
421k |
42.07 |
Goldman Sachs ActiveBeta US LgCp Eq ETF Activebeta Us Lg
(GSLC)
|
3.8 |
$16M |
|
244k |
64.67 |
iShares 0-5 Year Invmt Grade Corp Bd ETF 0-5yr Invt Gr Cp
(SLQD)
|
3.4 |
$14M |
|
277k |
51.04 |
iShares S&P Small-Cap 600 Value ETF Etf
(IJS)
|
3.3 |
$14M |
|
87k |
160.80 |
iShares Core MSCI EAFE ETF Core Msci Emkt
(IEMG)
|
3.0 |
$13M |
|
192k |
65.24 |
iShares iBoxx $ Invmt Grade Corp Bd ETF Iboxx Inv Cp Etf
(LQD)
|
2.7 |
$11M |
|
88k |
127.96 |
iShares Core S&P Small-Cap ETF Etf
(IJR)
|
2.5 |
$11M |
|
126k |
83.85 |
VanEck Fallen Angel HiYld Bd ETF Fallen Angel Hg
(ANGL)
|
2.3 |
$9.6M |
|
322k |
29.85 |
iShares TIPS Bond ETF Etf
(TIP)
|
2.2 |
$9.4M |
|
81k |
116.57 |
Fidelity MSCI Information Tech ETF Msci Info Tech I
(FTEC)
|
2.2 |
$9.1M |
|
126k |
72.48 |
iShares 7-10 Year Treasury Bond ETF 7-10 Yr Trsy Bd
(IEF)
|
2.0 |
$8.4M |
|
76k |
110.22 |
Fidelity MSCI Health Care ETF Msci Hlth Care I
(FHLC)
|
1.7 |
$7.0M |
|
141k |
49.74 |
Apple
(AAPL)
|
1.3 |
$5.5M |
|
19k |
293.65 |
Berkshire Hathaway Inc Class A Cl B New
(BRK.B)
|
1.2 |
$5.1M |
|
15.00 |
339590.00 |
iShares National Muni Bond ETF National Mun Etf
(MUB)
|
1.1 |
$4.7M |
|
41k |
113.91 |
Invesco National AMT-Free Muni Bd ETF Natl Amt Muni
(PZA)
|
1.1 |
$4.5M |
|
169k |
26.46 |
Vanguard S&P 500 ETF S&p 500 Etf Shs
(VOO)
|
0.7 |
$3.1M |
|
11k |
295.80 |
Vanguard Index Fds Vanguard Total Stk Mk Etf
(VTI)
|
0.7 |
$3.0M |
|
19k |
163.62 |
SPDR S&P 500 ETF Trust Prtflo S&p500 Gw
(SPYG)
|
0.7 |
$2.9M |
|
9.0k |
321.87 |
JPMorgan Diversified Return EMkts Eq ETF Etf
(JPIN)
|
0.6 |
$2.7M |
|
47k |
57.00 |
Verizon Communications
(VZ)
|
0.5 |
$2.1M |
|
34k |
61.40 |
Mondelez International Inc Class A Cl A
(MDLZ)
|
0.5 |
$2.0M |
|
37k |
55.08 |
Berkshire Hathaway Inc Class B Cl A
(BRK.A)
|
0.5 |
$1.9M |
|
8.4k |
226.50 |
iShares US Real Estate ETF Etf
|
0.4 |
$1.9M |
|
20k |
93.08 |
Air Products & Chemicals
(APD)
|
0.4 |
$1.8M |
|
7.8k |
234.99 |
iShares Preferred&Income Securities ETF Etf
(PFF)
|
0.4 |
$1.8M |
|
47k |
37.59 |
Pfizer
(PFE)
|
0.4 |
$1.6M |
|
41k |
39.18 |
Schwab US Broad Market ETF Us Brd Mkt Etf
(SCHB)
|
0.4 |
$1.5M |
|
20k |
76.88 |
iShares iBoxx $ High Yield Corp Bd ETF Etf
(HYG)
|
0.4 |
$1.5M |
|
18k |
87.94 |
Public Service Enterprise
(PEG)
|
0.3 |
$1.3M |
|
22k |
59.05 |
SPDR Nuveen Blmbg Hi Yld Muncpl Bd ETF Etf
(HYMB)
|
0.3 |
$1.1M |
|
19k |
59.00 |
Invesco Financial Preferred ETF Etf
(PGF)
|
0.3 |
$1.1M |
|
56k |
18.87 |
Johnson & Johnson
(JNJ)
|
0.3 |
$1.1M |
|
7.2k |
145.87 |
At&t
(T)
|
0.2 |
$1.0M |
|
26k |
39.08 |
Cisco Systems
(CSCO)
|
0.2 |
$952k |
|
20k |
47.96 |
Kraft Heinz
(KHC)
|
0.2 |
$939k |
|
29k |
32.13 |
Intel Corporation
(INTC)
|
0.2 |
$898k |
|
15k |
59.85 |
Vanguard Real Estate ETF Etf
(VNQ)
|
0.2 |
$888k |
|
9.6k |
92.79 |
Visa Inc Class A Com Cl A
(V)
|
0.2 |
$885k |
|
4.7k |
187.91 |
JPMorgan Chase & Co.
(JPM)
|
0.2 |
$872k |
|
6.3k |
139.39 |
Exxon Mobil Corporation
(XOM)
|
0.2 |
$801k |
|
12k |
69.78 |
Wells Fargo & Company
(WFC)
|
0.2 |
$738k |
|
14k |
53.80 |
Vanguard Dividend Appreciation ETF Div App Etf
(VIG)
|
0.2 |
$736k |
|
5.9k |
124.66 |
Microsoft Corporation
(MSFT)
|
0.2 |
$717k |
|
4.5k |
157.70 |
Union Pacific Corporation
(UNP)
|
0.2 |
$697k |
|
3.9k |
180.81 |
Fidelity Corporate Bond ETF Etf
(FCOR)
|
0.2 |
$682k |
|
13k |
53.01 |
Ishares Core S&P Total US Stock Market Core S&p Ttl Stk
(ITOT)
|
0.2 |
$681k |
|
9.4k |
72.69 |
Chevron Corporation
(CVX)
|
0.2 |
$677k |
|
5.6k |
120.50 |
Signature Bank
(SBNY)
|
0.2 |
$656k |
|
4.8k |
136.61 |
SPDR Dow Jones Industrial Avrg ETF Tr Etf
(DIA)
|
0.2 |
$656k |
|
2.3k |
285.10 |
Vanguard Small-Cap Growth ETF Etf
(VBK)
|
0.2 |
$646k |
|
3.3k |
198.70 |
Automatic Data Processing
(ADP)
|
0.2 |
$646k |
|
3.8k |
170.52 |
Molson Coors Brewing Company
(TAP)
|
0.2 |
$640k |
|
12k |
53.90 |
Regeneron Pharmaceuticals
(REGN)
|
0.1 |
$597k |
|
1.6k |
375.48 |
Alphabet Inc Class C Cap Stk Cl C
(GOOG)
|
0.1 |
$588k |
|
440.00 |
1337.15 |
Home Depot
(HD)
|
0.1 |
$576k |
|
2.6k |
218.39 |
Pepsi
(PEP)
|
0.1 |
$533k |
|
3.9k |
136.67 |
Booking Holdings
(BKNG)
|
0.1 |
$530k |
|
258.00 |
2053.73 |
Alphabet Inc Class A Cap Stk Cl A
(GOOGL)
|
0.1 |
$521k |
|
389.00 |
1339.39 |
Comcast Corp Class A Cl A
(CMCSA)
|
0.1 |
$518k |
|
12k |
44.97 |
iShares Short-Term National Muni Bd ETF Etf
(SUB)
|
0.1 |
$515k |
|
4.8k |
106.78 |
Bank of New York Mellon Corporation
(BK)
|
0.1 |
$511k |
|
10k |
50.33 |
Coca-Cola Company
(KO)
|
0.1 |
$501k |
|
9.1k |
55.35 |
Nestle SA Reg Shs. Ser. B Spons
(NSRGY)
|
0.1 |
$492k |
|
4.5k |
108.26 |
Vanguard Consumer Staples ETF Consum Stp Etf
(VDC)
|
0.1 |
$489k |
|
3.0k |
161.20 |
Meta Platforms Inc Class A Cl A
(META)
|
0.1 |
$485k |
|
2.4k |
205.25 |
iShares Floating Rate Bond ETF Fltg Rate Nt Etf
(FLOT)
|
0.1 |
$478k |
|
9.4k |
50.92 |
Vanguard Growth ETF Etf
(VUG)
|
0.1 |
$471k |
|
2.6k |
182.17 |
Alibaba Group Holding Sponsored Ads
(BABA)
|
0.1 |
$469k |
|
2.2k |
212.10 |
Merck & Co
(MRK)
|
0.1 |
$461k |
|
5.1k |
90.96 |
Bausch Health Companies
(BHC)
|
0.1 |
$459k |
|
15k |
29.92 |
Abbvie
(ABBV)
|
0.1 |
$448k |
|
5.1k |
88.54 |
International Business Machines
(IBM)
|
0.1 |
$444k |
|
3.3k |
134.05 |
Bank of America Corporation
(BAC)
|
0.1 |
$423k |
|
12k |
35.22 |
Philip Morris International
(PM)
|
0.1 |
$412k |
|
4.8k |
85.10 |
Schwab US Dividend Equity ETF Us Dividend Eq
(SCHD)
|
0.1 |
$409k |
|
7.1k |
57.92 |
Mastercard Inc Class A Cl A
(MA)
|
0.1 |
$380k |
|
1.3k |
298.61 |
Vanguard Mid-Cap ETF Mid Cap Etf
(VO)
|
0.1 |
$380k |
|
2.1k |
178.18 |
Expedia Group Expe
|
0.1 |
$366k |
|
3.4k |
108.13 |
Invesco S&P 500 Low Volatility ETF S&p500 Eql Wgt
(RSP)
|
0.1 |
$363k |
|
6.2k |
58.34 |
Amazon
(AMZN)
|
0.1 |
$360k |
|
195.00 |
1847.84 |
Chubb
(CB)
|
0.1 |
$359k |
|
2.3k |
155.66 |
Oracle Corporation
(ORCL)
|
0.1 |
$350k |
|
6.6k |
52.98 |
BP Sponsored Adr
(BP)
|
0.1 |
$347k |
|
9.2k |
37.74 |
iShares ESG Aware MSCI USA ETF Esg Awr Us Agrgt
(EAGG)
|
0.1 |
$345k |
|
4.8k |
71.32 |
Texas Instruments Incorporated
(TXN)
|
0.1 |
$325k |
|
2.5k |
128.31 |
Invesco Fdmtl Invmt Grd Corp Bd ETF Etf
(PFIG)
|
0.1 |
$313k |
|
12k |
26.24 |
Vanguard Materials ETF Etf
(VAW)
|
0.1 |
$303k |
|
2.3k |
134.14 |
Vanguard Short-Term Infl-Prot Secs ETF Etf
(VTIP)
|
0.1 |
$301k |
|
6.1k |
49.28 |
Becton, Dickinson and
(BDX)
|
0.1 |
$293k |
|
1.1k |
272.01 |
Stryker Corporation
(SYK)
|
0.1 |
$292k |
|
1.4k |
209.97 |
Procter & Gamble Company
(PG)
|
0.1 |
$291k |
|
2.3k |
124.89 |
Vanguard High Dividend Yield ETF Etf
(VYM)
|
0.1 |
$278k |
|
3.0k |
93.71 |
TJX Companies
(TJX)
|
0.1 |
$273k |
|
4.5k |
61.06 |
General Mills
(GIS)
|
0.1 |
$268k |
|
5.0k |
53.56 |
Walt Disney Company
(DIS)
|
0.1 |
$257k |
|
1.8k |
144.62 |
Varian Medical Systems
|
0.1 |
$252k |
|
1.9k |
132.74 |
Schwab US Small-Cap ETF Etf
(SCHA)
|
0.1 |
$246k |
|
3.3k |
75.64 |
iShares MSCI KLD 400 Social ETF Etf
(DSI)
|
0.1 |
$237k |
|
2.0k |
120.13 |
M&T Bank Corporation
(MTB)
|
0.1 |
$231k |
|
1.4k |
169.78 |
SPDR Nuveen Blmbg Muni Bd ETF Etf
(TFI)
|
0.1 |
$229k |
|
4.5k |
50.58 |
iShares MSCI Hong Kong ETF Etf
(EWH)
|
0.1 |
$229k |
|
9.4k |
24.33 |
Amgen
(AMGN)
|
0.1 |
$227k |
|
942.00 |
241.05 |
Shell Adr Each Rep 2 Ord Wi
(SHEL)
|
0.1 |
$227k |
|
3.8k |
58.98 |
Lincoln Natl Corp Ind pfd a conv $3
|
0.1 |
$224k |
|
3.8k |
59.01 |
Kinder Morgan
(KMI)
|
0.1 |
$220k |
|
10k |
21.17 |
McDonald's Corporation
(MCD)
|
0.1 |
$217k |
|
1.1k |
197.58 |
Schwab Intermediate-Term US Trs ETF Etf
|
0.1 |
$217k |
|
3.9k |
54.93 |
American Express Company
(AXP)
|
0.0 |
$207k |
|
1.7k |
124.51 |
Invesco Water Resources ETF Etf
(PHO)
|
0.0 |
$205k |
|
5.3k |
38.63 |
Baxter International
(BAX)
|
0.0 |
$204k |
|
2.4k |
83.62 |
Dollar General
(DG)
|
0.0 |
$203k |
|
1.3k |
155.98 |
First Trust Global Wind Energy ETF Gbl Wnd Enrg Etf
(FAN)
|
0.0 |
$185k |
|
13k |
14.65 |
GE Aerospace Com New
(GE)
|
0.0 |
$180k |
|
16k |
11.16 |
Investors Ban
|
0.0 |
$123k |
|
10k |
11.91 |
Cyanotech Corp Com Par $0.02
(CYAN)
|
0.0 |
$36k |
|
16k |
2.29 |
Hoku Corporation
(HOKU)
|
0.0 |
$25.000000 |
|
250k |
0.00 |