Spdr S&p 500 Etf Tr Tr Unit
(SPY)
|
7.3 |
$35M |
|
78k |
451.64 |
Ishares Tr Core S&p Mcp Etf
(IJH)
|
7.1 |
$34M |
|
128k |
268.34 |
Ishares Tr 1 3 Yr Treas Bd
(SHY)
|
3.8 |
$18M |
|
220k |
83.35 |
Newmont Mining Corporation
(NEM)
|
3.2 |
$15M |
|
194k |
79.45 |
Invesco Qqq Tr Unit Ser 1
(QQQ)
|
2.9 |
$14M |
|
38k |
362.54 |
Vanguard Bd Index Fds Short Trm Bond
(BSV)
|
2.5 |
$12M |
|
157k |
77.90 |
Philip Morris International
(PM)
|
2.5 |
$12M |
|
127k |
93.94 |
Apple
(AAPL)
|
2.2 |
$10M |
|
60k |
174.61 |
Ishares Tr S&p 500 Val Etf
(IVE)
|
2.1 |
$9.9M |
|
64k |
155.71 |
Chevron Corporation
(CVX)
|
2.0 |
$9.5M |
|
58k |
162.83 |
Truist Financial Corp equities
(TFC)
|
2.0 |
$9.5M |
|
167k |
56.70 |
TJX Companies
(TJX)
|
2.0 |
$9.4M |
|
156k |
60.58 |
Spdr Ser Tr Portfolio S&p500
(SPLG)
|
1.9 |
$9.0M |
|
169k |
53.13 |
Valero Energy Corporation
(VLO)
|
1.8 |
$8.6M |
|
85k |
101.54 |
Ishares Tr Msci Usa Qlt Fct
(QUAL)
|
1.8 |
$8.5M |
|
63k |
134.64 |
Eli Lilly & Co.
(LLY)
|
1.7 |
$8.0M |
|
28k |
286.37 |
JPMorgan Chase & Co.
(JPM)
|
1.5 |
$7.4M |
|
54k |
136.32 |
Coca-Cola Company
(KO)
|
1.5 |
$7.0M |
|
114k |
62.00 |
Intel Corporation
(INTC)
|
1.4 |
$6.6M |
|
133k |
49.56 |
Ishares Tr Msci Eafe Etf
(EFA)
|
1.4 |
$6.5M |
|
89k |
73.60 |
Ishares Tr Msci Acwi Etf
(ACWI)
|
1.3 |
$6.1M |
|
62k |
99.78 |
Ishares Tr Russell 2000 Etf
(IWM)
|
1.3 |
$6.1M |
|
30k |
205.29 |
Ishares Tr Shrt Nat Mun Etf
(SUB)
|
1.3 |
$6.0M |
|
58k |
104.59 |
UnitedHealth
(UNH)
|
1.3 |
$6.0M |
|
12k |
509.97 |
Cme
(CME)
|
1.2 |
$5.7M |
|
24k |
237.84 |
Walt Disney Company
(DIS)
|
1.2 |
$5.6M |
|
41k |
137.16 |
Medtronic SHS
(MDT)
|
1.2 |
$5.5M |
|
50k |
110.95 |
Bank of America Corporation
(BAC)
|
1.1 |
$5.5M |
|
134k |
41.22 |
World Gold Tr Spdr Gld Minis
(GLDM)
|
1.1 |
$5.3M |
|
139k |
38.47 |
Invesco Exchange Traded Fd T Ftse Rafi 1000
(PRF)
|
1.1 |
$5.3M |
|
31k |
170.85 |
Vanguard Index Fds Extend Mkt Etf
(VXF)
|
1.1 |
$5.2M |
|
31k |
165.68 |
Ishares Tr Esg Awr Msci Usa
(ESGU)
|
1.1 |
$5.1M |
|
50k |
101.36 |
Vanguard Scottsdale Fds Vng Rus1000grw
(VONG)
|
1.1 |
$5.1M |
|
71k |
71.36 |
Microsoft Corporation
(MSFT)
|
1.0 |
$4.9M |
|
16k |
308.30 |
Visa Com Cl A
(V)
|
1.0 |
$4.9M |
|
22k |
221.79 |
Activision Blizzard
|
1.0 |
$4.8M |
|
60k |
80.12 |
Pentair SHS
(PNR)
|
1.0 |
$4.6M |
|
86k |
54.21 |
Vanguard Intl Equity Index F Ftse Emr Mkt Etf
(VWO)
|
1.0 |
$4.6M |
|
100k |
46.13 |
Cummins
(CMI)
|
0.9 |
$4.5M |
|
22k |
205.12 |
Ishares Tr Eafe Value Etf
(EFV)
|
0.9 |
$4.2M |
|
83k |
50.25 |
Vanguard Bd Index Fds Total Bnd Mrkt
(BND)
|
0.9 |
$4.2M |
|
53k |
79.54 |
Ishares Tr S&p Mc 400vl Etf
(IJJ)
|
0.9 |
$4.2M |
|
38k |
109.63 |
First Tr Exchng Traded Fd Vi Tcw Opportunis
(FIXD)
|
0.8 |
$4.0M |
|
80k |
49.58 |
Paypal Holdings
(PYPL)
|
0.8 |
$3.8M |
|
33k |
115.64 |
Pfizer
(PFE)
|
0.8 |
$3.7M |
|
72k |
51.77 |
Stanley Black & Decker
(SWK)
|
0.8 |
$3.7M |
|
26k |
139.78 |
Dbx Etf Tr Xtrack Msci Emrg
(DBEM)
|
0.7 |
$3.5M |
|
143k |
24.45 |
Elanco Animal Health
(ELAN)
|
0.7 |
$3.1M |
|
120k |
26.09 |
Spdr Ser Tr Portfolio Agrgte
(SPAB)
|
0.6 |
$2.8M |
|
102k |
27.79 |
Merck & Co
(MRK)
|
0.6 |
$2.8M |
|
34k |
82.05 |
Pimco Etf Tr Enhan Shrt Ma Ac
(MINT)
|
0.6 |
$2.7M |
|
27k |
100.18 |
Phillips 66
(PSX)
|
0.6 |
$2.7M |
|
31k |
86.38 |
Spdr Gold Tr Gold Shs
(GLD)
|
0.5 |
$2.6M |
|
15k |
180.63 |
Select Sector Spdr Tr Financial
(XLF)
|
0.5 |
$2.5M |
|
66k |
38.31 |
First Tr Exchng Traded Fd Vi Tcw Securitized
(DEED)
|
0.5 |
$2.5M |
|
105k |
24.14 |
Verizon Communications
(VZ)
|
0.5 |
$2.4M |
|
48k |
50.93 |
Ishares Tr Fltg Rate Nt Etf
(FLOT)
|
0.5 |
$2.3M |
|
46k |
50.51 |
Select Sector Spdr Tr Energy
(XLE)
|
0.5 |
$2.3M |
|
30k |
76.44 |
Spdr Ser Tr Prtflo S&p500 Hi
(SPYD)
|
0.5 |
$2.3M |
|
51k |
43.95 |
Us Bancorp Del Com New
(USB)
|
0.4 |
$2.1M |
|
40k |
53.14 |
Ishares S&p Gsci Commodity- Unit Ben Int
(GSG)
|
0.4 |
$2.1M |
|
93k |
22.65 |
Spdr Ser Tr Prtflo S&p500 Gw
(SPYG)
|
0.4 |
$2.1M |
|
32k |
66.20 |
Select Sector Spdr Tr Sbi Healthcare
(XLV)
|
0.4 |
$2.1M |
|
15k |
137.00 |
Ishares Tr Ishs 1-5yr Invs
(IGSB)
|
0.4 |
$2.0M |
|
39k |
51.73 |
Vanguard Tax-managed Intl Ftse Dev Mkt Etf
(VEA)
|
0.4 |
$2.0M |
|
42k |
48.02 |
Kraft Heinz
(KHC)
|
0.4 |
$2.0M |
|
51k |
39.39 |
Ishares Tr Ishs 5-10yr Invt
(IGIB)
|
0.4 |
$1.9M |
|
34k |
54.88 |
Hawaiian Electric Industries
(HE)
|
0.4 |
$1.8M |
|
43k |
42.31 |
Berkshire Hathaway Inc Del Cl B New
(BRK.B)
|
0.4 |
$1.8M |
|
5.1k |
352.96 |
Johnson & Johnson
(JNJ)
|
0.4 |
$1.8M |
|
9.9k |
177.22 |
Amazon
(AMZN)
|
0.3 |
$1.7M |
|
507.00 |
3260.36 |
Procter & Gamble Company
(PG)
|
0.3 |
$1.6M |
|
10k |
152.79 |
Spdr Ser Tr Portfolio S&p400
(SPMD)
|
0.3 |
$1.6M |
|
33k |
47.17 |
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp
(MDY)
|
0.3 |
$1.5M |
|
3.1k |
490.38 |
Spdr Ser Tr Portfoli S&p1500
(SPTM)
|
0.3 |
$1.5M |
|
27k |
55.59 |
Home Depot
(HD)
|
0.3 |
$1.5M |
|
5.0k |
299.41 |
Select Sector Spdr Tr Technology
(XLK)
|
0.3 |
$1.5M |
|
9.3k |
158.97 |
Ishares Tr Core S&p500 Etf
(IVV)
|
0.3 |
$1.3M |
|
2.9k |
453.80 |
Ishares Tr Rus 2000 Val Etf
(IWN)
|
0.2 |
$1.1M |
|
7.0k |
161.43 |
Spdr Ser Tr Portfli Tips Etf
(SPIP)
|
0.2 |
$1.1M |
|
35k |
30.25 |
Ishares Tr Faln Angls Usd
(FALN)
|
0.2 |
$982k |
|
35k |
27.76 |
Cisco Systems
(CSCO)
|
0.2 |
$977k |
|
18k |
55.79 |
Spdr Ser Tr Portfolio S&p600
(SPSM)
|
0.2 |
$947k |
|
23k |
42.08 |
Ishares Tr Mbs Etf
(MBB)
|
0.2 |
$929k |
|
9.1k |
101.90 |
Ishares Tr Intl Sel Div Etf
(IDV)
|
0.2 |
$914k |
|
29k |
31.77 |
United Parcel Service CL B
(UPS)
|
0.2 |
$862k |
|
4.0k |
214.43 |
Invesco Exch Traded Fd Tr Ii Pfd Etf
(PGX)
|
0.2 |
$828k |
|
61k |
13.57 |
Ishares Tr Iboxx Inv Cp Etf
(LQD)
|
0.2 |
$827k |
|
6.8k |
120.89 |
Alphabet Cap Stk Cl A
(GOOGL)
|
0.2 |
$812k |
|
292.00 |
2780.82 |
3M Company
(MMM)
|
0.2 |
$801k |
|
5.4k |
148.97 |
Ishares Tr Tips Bd Etf
(TIP)
|
0.2 |
$761k |
|
6.1k |
124.59 |
Select Sector Spdr Tr Rl Est Sel Sec
(XLRE)
|
0.2 |
$756k |
|
16k |
48.33 |
Pepsi
(PEP)
|
0.1 |
$641k |
|
3.8k |
167.32 |
First Tr Exchange-traded Lunt Us Factor
(FCTR)
|
0.1 |
$627k |
|
19k |
32.76 |
Exxon Mobil Corporation
(XOM)
|
0.1 |
$612k |
|
7.4k |
82.64 |
Ishares Tr Jpmorgan Usd Emg
(EMB)
|
0.1 |
$597k |
|
6.1k |
97.76 |
Alphabet Cap Stk Cl C
(GOOG)
|
0.1 |
$595k |
|
213.00 |
2793.43 |
Ishares Tr Core Intl Aggr
(IAGG)
|
0.1 |
$589k |
|
11k |
52.14 |
Anthem
(ELV)
|
0.1 |
$580k |
|
1.2k |
491.11 |
Berkshire Hathaway Inc Del Cl A
(BRK.A)
|
0.1 |
$529k |
|
1.00 |
529000.00 |
Vanguard Index Fds Total Stk Mkt
(VTI)
|
0.1 |
$526k |
|
2.3k |
227.51 |
Wal-Mart Stores
(WMT)
|
0.1 |
$524k |
|
3.5k |
148.95 |
Southern Company
(SO)
|
0.1 |
$520k |
|
7.2k |
72.45 |
Tesla Motors
(TSLA)
|
0.1 |
$476k |
|
442.00 |
1076.92 |
Ulta Salon, Cosmetics & Fragrance
(ULTA)
|
0.1 |
$466k |
|
1.2k |
398.63 |
American Tower Reit
(AMT)
|
0.1 |
$466k |
|
1.9k |
251.21 |
Lowe's Companies
(LOW)
|
0.1 |
$432k |
|
2.1k |
202.15 |
Zebra Technologies Corporati Cl A
(ZBRA)
|
0.1 |
$422k |
|
1.0k |
414.13 |
First Tr Exchange-traded Risng Divd Achiv
(RDVY)
|
0.1 |
$418k |
|
8.5k |
48.99 |
Digital Realty Trust
(DLR)
|
0.1 |
$394k |
|
2.8k |
141.93 |
CVS Caremark Corporation
(CVS)
|
0.1 |
$388k |
|
3.8k |
101.31 |
Duke Energy Corp Com New
(DUK)
|
0.1 |
$373k |
|
3.3k |
111.74 |
Comcast Corp Cl A
(CMCSA)
|
0.1 |
$362k |
|
8.5k |
42.55 |
Clorox Company
(CLX)
|
0.1 |
$333k |
|
2.4k |
139.04 |
Store Capital Corp reit
|
0.1 |
$333k |
|
11k |
29.21 |
PPG Industries
(PPG)
|
0.1 |
$323k |
|
2.5k |
131.19 |
Crown Castle Intl
(CCI)
|
0.1 |
$323k |
|
1.8k |
184.36 |
Ishares Tr Core Msci Eafe
(IEFA)
|
0.1 |
$319k |
|
4.6k |
69.54 |
ConocoPhillips
(COP)
|
0.1 |
$318k |
|
3.2k |
100.16 |
Spdr Ser Tr Bloomberg High Y
(JNK)
|
0.1 |
$315k |
|
3.1k |
102.34 |
Vaneck Etf Trust Long/flat Trend
(LFEQ)
|
0.1 |
$311k |
|
7.4k |
42.10 |
Union Pacific Corporation
(UNP)
|
0.1 |
$301k |
|
1.1k |
273.39 |
Costco Wholesale Corporation
(COST)
|
0.1 |
$298k |
|
518.00 |
575.29 |
Wisdomtree Tr Currncy Int Eq
(DDWM)
|
0.1 |
$295k |
|
9.6k |
30.74 |
Amgen
(AMGN)
|
0.1 |
$287k |
|
1.2k |
242.19 |
SVB Financial
(SIVBQ)
|
0.1 |
$283k |
|
506.00 |
559.29 |
Citius Pharmaceuticals Com New
(CTXR)
|
0.1 |
$281k |
|
157k |
1.79 |
NVIDIA Corporation
(NVDA)
|
0.1 |
$273k |
|
999.00 |
273.27 |
Abbott Laboratories
(ABT)
|
0.1 |
$273k |
|
2.3k |
118.18 |
First Tr Exchng Traded Fd Vi Tcw Unconstrai
(UCON)
|
0.1 |
$267k |
|
10k |
25.57 |
Pacer Fds Tr Trendp Us Mid Cp
(PTMC)
|
0.1 |
$267k |
|
7.7k |
34.50 |
Davis Fundamental Etf Tr Select Wrld Wi
(DWLD)
|
0.1 |
$264k |
|
9.7k |
27.29 |
McDonald's Corporation
(MCD)
|
0.1 |
$264k |
|
1.1k |
247.65 |
Lockheed Martin Corporation
(LMT)
|
0.1 |
$262k |
|
594.00 |
441.08 |
Progressive Corporation
(PGR)
|
0.1 |
$256k |
|
2.2k |
114.03 |
Zoetis Cl A
(ZTS)
|
0.1 |
$255k |
|
1.4k |
188.47 |
Accenture Plc Ireland Shs Class A
(ACN)
|
0.1 |
$246k |
|
730.00 |
336.99 |
Danaher Corporation
(DHR)
|
0.1 |
$243k |
|
830.00 |
292.77 |
Wells Fargo & Company
(WFC)
|
0.1 |
$242k |
|
5.0k |
48.48 |
Invesco Actively Managed Etf Active Us Real
(PSR)
|
0.0 |
$237k |
|
2.1k |
111.90 |
Raytheon Technologies Corp
(RTX)
|
0.0 |
$234k |
|
2.4k |
99.24 |
Nike CL B
(NKE)
|
0.0 |
$227k |
|
1.7k |
134.80 |
Mastercard Incorporated Cl A
(MA)
|
0.0 |
$223k |
|
623.00 |
357.95 |
Kimberly-Clark Corporation
(KMB)
|
0.0 |
$222k |
|
1.8k |
123.26 |
Meta Platforms Cl A
(META)
|
0.0 |
$204k |
|
919.00 |
221.98 |
Illinois Tool Works
(ITW)
|
0.0 |
$202k |
|
963.00 |
209.76 |
Epizyme
|
0.0 |
$12k |
|
10k |
1.20 |