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Valmark Advisers, Inc.

· CIK 0001380443
13F Portfolio $8.4B AUM 677 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025
# Ticker Company Sector Shares Value % Port Chg Shares Chg % Period Price ① Since Period ①
1 VEA VANGUARD TAX-MANAGED FDS 12,151,204 $778.6M 9.25% +220K +1.9% $64.08 +7.8%
2 SPYV SPDR SERIES TRUST 8,996,058 $509.0M 6.05% +256K +2.9% $56.58 +5.8%
3 SPYG SPDR SERIES TRUST 4,884,338 $478.2M 5.68% +223K +4.8% $97.91 +20.9%
4 SPMD SPDR SERIES TRUST 7,215,287 $427.3M 5.08% +174K +2.5% $59.22 +6.9%
5 VTIP VANGUARD MALVERN FDS 7,073,953 $353.3M 4.20% +358K +5.3% $49.95 +0.9%
6 VOO VANGUARD INDEX FDS 501,676 $299.8M 3.56% -78K -13.4% $597.55 +13.7%
7 SPSB SPDR SERIES TRUST 9,127,167 $274.5M 3.26% +390K +4.5% $30.07 -0.4%
8 SPSM SPDR SERIES TRUST 5,412,325 $261.5M 3.11% +110K +2.1% $48.32 +7.9%
9 VWO VANGUARD INTL EQUITY INDEX F 4,599,777 $248.6M 2.95% +105K +2.3% $54.05 +8.1%
10 SPTM SPDR SERIES TRUST 2,939,835 $232.4M 2.76% +73K +2.5% $79.06 +13.2%
11 GUNR FLEXSHARES TR 3,424,908 $188.9M 2.24% -168K -4.7% $55.16 -1.2%
12 VGIT VANGUARD SCOTTSDALE FDS 3,138,310 $186.9M 2.22% +32K +1.0% $59.55 -1.6%
13 REET ISHARES TR 6,480,035 $163.0M 1.94% +197K +3.1% $25.15 +6.6%
14 USIG ISHARES TR 3,015,485 $154.5M 1.83% +62K +2.1% $51.23 -0.8%
15 EMXC ISHARES INC 1,795,235 $141.2M 1.68% +37K +2.1% $78.66 +19.0%
16 BSV VANGUARD BD INDEX FDS 1,610,639 $126.3M 1.50% +76K +4.9% $78.41 -0.8%
17 HYLB DBX ETF TR 3,329,468 $120.4M 1.43% +38K +1.1% $36.16 +0.4%
18 EMLC VANECK ETF TRUST 4,543,042 $114.1M 1.35% +124K +2.8% $25.11 +0.4%
19 SMLF ISHARES TR 1,334,635 $100.8M 1.20% +123K +10.2% $75.49 +8.5%
20 LQD ISHARES TR 891,382 $97.2M 1.15% +19K +2.2% $108.99 -1.0%
21 SCHD SCHWAB STRATEGIC TR 2,665,661 $81.8M 0.97% +38K +1.4% $30.68 +3.4%
22 VMBS VANGUARD SCOTTSDALE FDS 1,591,330 $74.7M 0.89% +38K +2.5% $46.95 -1.3%
23 CGDG CAPITAL GROUP DIVIDEND GROWE 2,079,344 $74.6M 0.89% +1.4M +186.1% $35.90 +3.1%
24 VGSH VANGUARD SCOTTSDALE FDS 1,260,898 $73.8M 0.88% -87K -6.5% $58.54 -0.6%
25 CGDV CAPITAL GROUP DIVIDEND VALUE 1,680,301 $71.5M 0.85% +619K +58.3% $42.54 +12.4%
26 HYBB ISHARES TR 1,531,588 $71.2M 0.85% +75K +5.2% $46.49 -0.2%
27 IVW ISHARES TR 593,468 $67.1M 0.80% -5K -0.8% $113.11 +20.9%
28 XSOE WISDOMTREE TR 1,640,866 $65.8M 0.78% -64K -3.8% $40.10 +15.5%
29 CGGR CAPITAL GROUP GROWTH ETF 1,623,062 $65.2M 0.78% +750K +85.9% $40.19 +13.9%
30 IJH ISHARES TR 900,671 $60.8M 0.72% $67.53 +6.9%
31 IVE ISHARES TR 283,312 $59.8M 0.71% -2K -0.8% $211.15 +5.8%
32 GTR WISDOMTREE TR 2,360,343 $59.2M 0.70% +128K +5.7% $25.07 +6.4%
33 CGCB CAPITAL GRP FIXED INCM ETF T 2,058,831 $54.1M 0.64% +931K +82.5% $26.26 -1.1%
34 AAPL APPLE INC Technology 206,590 $52.4M 0.62% $253.79 +18.3%
35 CGUS CAPITAL GROUP CORE EQUITY ET 1,333,129 $51.2M 0.61% +668K +100.5% $38.42 +13.1%
36 VEU VANGUARD INTL EQUITY INDEX F 640,486 $48.1M 0.57% $75.10 +7.9%
37 CGCP CAPITAL GRP FIXED INCM ETF T 2,084,059 $46.6M 0.55% +1.0M +99.0% $22.34 -0.8%
38 JPST J P MORGAN EXCHANGE TRADED F 907,346 $45.9M 0.55% +5K +0.6% $50.61 -0.2%
39 VTI VANGUARD INDEX FDS 132,966 $42.7M 0.51% +5K +3.7% $320.81 +13.1%
40 IVV ISHARES TR 64,741 $42.3M 0.50% $653.21 +13.7%
41 CGMS CAPITAL GRP FIXED INCM ETF T 1,525,745 $41.5M 0.49% +879K +135.9% $27.23 +0.4%
42 VYM VANGUARD WHITEHALL FDS 263,015 $39.0M 0.46% +19K +7.7% $148.10 +5.2%
43 BNDX VANGUARD CHARLOTTE FDS 737,987 $35.5M 0.42% +30K +4.2% $48.05 -1.0%
44 IJR ISHARES TR 277,426 $34.5M 0.41% -11K -3.7% $124.31 +7.7%
45 ITOT ISHARES TR 232,526 $33.1M 0.39% -3K -1.2% $142.43 +13.1%
46 VIG VANGUARD SPECIALIZED FUNDS 153,745 $33.1M 0.39% $215.06 +6.7%
47 EFA ISHARES TR 319,388 $31.0M 0.37% -502K -61.1% $97.13 +4.7%
48 FLRN SPDR SERIES TRUST 995,071 $30.6M 0.36% +18K +1.8% $30.78 +0.0%
49 BINC BLACKROCK ETF TRUST II 586,763 $30.5M 0.36% +476K +429.9% $51.93 +0.3%
50 VXF VANGUARD INDEX FDS 147,152 $30.3M 0.36% +6K +4.4% $205.80 +9.1%
51 BRK/B BERKSHIRE HATHAWAY INC DEL 60,862 $29.2M 0.35% +1K +2.2% $479.20
52 IUSG ISHARES TR 187,859 $29.1M 0.35% -11K -5.4% $155.11 +20.4%
53 CGGO CAPITAL GROUP GBL GROWTH EQT 841,093 $28.1M 0.33% +85K +11.3% $33.37 +16.0%
54 DVY ISHARES TR 181,493 $27.5M 0.33% +2K +1.3% $151.41 -0.3%
55 IWY ISHARES TR 105,934 $26.4M 0.31% +3K +3.3% $248.84 +17.5%
56 SGOV ISHARES TR 245,990 $24.8M 0.29% +37K +17.9% $100.66 -0.1%
57 VCSH VANGUARD SCOTTSDALE FDS 286,180 $22.7M 0.27% +108K +60.7% $79.27 -0.6%
58 MSFT MICROSOFT CORP Technology 58,850 $21.8M 0.26% +890 +1.5% $370.17 +10.6%
59 DWM WISDOMTREE TR 309,543 $21.6M 0.26% +2K +0.7% $69.89 +4.3%
60 RDVY FIRST TR EXCHANGE TRADED FD 315,259 $21.5M 0.26% +3K +1.0% $68.28 +7.9%
61 SPDW SPDR INDEX SHS FDS 435,784 $19.9M 0.24% -4K -0.8% $45.65 +7.7%
62 VTV VANGUARD INDEX FDS 100,433 $19.7M 0.23% +20K +24.2% $196.20 +5.3%
63 FBND FIDELITY MERRIMACK STR TR 405,292 $18.5M 0.22% +29K +7.8% $45.62 -0.9%
64 FTGC FIRST TR EXCHANGE TRAD FD VI 619,499 $17.8M 0.21% +21K +3.5% $28.71 +3.6%
65 XLV SELECT SECTOR SPDR TR 120,073 $17.6M 0.21% +2K +1.3% $146.61 -1.0%
66 NVDA NVIDIA CORPORATION Technology 98,815 $17.2M 0.20% -4K -3.9% $174.40 +35.2%
67 SPEM SPDR INDEX SHS FDS 365,144 $17.1M 0.20% -149K -29.0% $46.91 +8.4%
68 USMV ISHARES TR 181,946 $16.9M 0.20% -33K -15.3% $92.74 +2.1%
69 STIP ISHARES TR 153,892 $15.9M 0.19% $103.43 +0.1%
70 VNQ VANGUARD INDEX FDS 158,608 $14.1M 0.17% -4K -2.2% $88.70 +5.9%
71 SPYM SPDR SERIES TRUST 175,780 $13.5M 0.16% $76.54 +13.7%
72 PVAL PUTNAM ETF TRUST 288,428 $13.4M 0.16% +183K +173.5% $46.40 +7.4%
73 AGG ISHARES TR 127,735 $12.7M 0.15% -120K -48.4% $99.27 -1.3%
74 CGSD CAPITAL GRP FIXED INCM ETF T 488,831 $12.6M 0.15% +159K +48.3% $25.79 -0.1%
75 DES WISDOMTREE TR 348,798 $12.5M 0.15% +16K +4.7% $35.94 +4.7%
76 DEM WISDOMTREE TR 249,416 $12.4M 0.15% +8K +3.4% $49.69 +6.4%
77 XLE SELECT SECTOR SPDR TR 196,914 $12.1M 0.14% -2K -0.9% $61.26 -2.9%
78 XOM EXXON MOBIL CORP Energy 69,206 $11.7M 0.14% -579 -0.8% $169.66 -9.9%
79 TDTT FLEXSHARES TR 479,352 $11.6M 0.14% $24.24 +0.1%
80 FELG FIDELITY COVINGTON TRUST 304,993 $11.4M 0.14% +94K +44.5% $37.49 +17.7%
81 AMZN AMAZON COM INC Consumer Cyclical 54,808 $11.4M 0.14% +1K +2.6% $208.27 +26.8%
82 DGRO ISHARES TR 161,510 $11.3M 0.14% +22K +16.1% $70.18 +4.5%
83 JPM JPMORGAN CHASE & CO Financial Services 36,638 $10.8M 0.13% -4K -10.9% $294.16 +2.0%
84 VSS VANGUARD INTL EQUITY INDEX F 73,365 $10.7M 0.13% +2K +3.4% $145.79 +8.1%
85 VO VANGUARD INDEX FDS 36,046 $10.4M 0.12% +964 +2.8% $287.18 -73.4%
86 SPY STATE STR SPDR S&P 500 ETF T Financial Services 15,753 $10.2M 0.12% +856 +5.8% $650.32 +13.7%
87 HDEF DBX ETF TR 312,640 $10.1M 0.12% +3K +1.0% $32.41 +0.6%
88 PG PROCTER & GAMBLE CO Consumer Defensive 66,858 $9.7M 0.12% -671 -1.0% $144.44 -1.2%
89 MUB ISHARES TR 89,483 $9.5M 0.11% +9K +11.0% $106.15 -0.0%
90 VTEB VANGUARD MUN BD FDS 186,683 $9.3M 0.11% +14K +8.0% $49.89 -0.1%
91 LGLV SPDR SERIES TRUST 52,272 $9.3M 0.11% +20K +60.5% $178.10 -1.0%
92 VB VANGUARD INDEX FDS 35,517 $9.3M 0.11% +444 +1.3% $261.92 +7.6%
93 SPBO SPDR SERIES TRUST 308,596 $9.0M 0.11% -50K -13.9% $29.03 -0.9%
94 XLP SELECT SECTOR SPDR TR 105,627 $8.7M 0.10% +4K +3.5% $81.98 +3.2%
95 WMT WALMART INC Consumer Defensive 68,837 $8.6M 0.10% +4K +7.0% $124.28 +6.6%
96 SCHR SCHWAB STRATEGIC TR 337,941 $8.4M 0.10% -69K -16.9% $24.91 -1.5%
97 CGCV CAPITAL GROUP CONSERVATIVE E 280,706 $8.4M 0.10% +47K +20.0% $29.81 +6.4%
98 BILS SPDR SERIES TRUST 82,333 $8.2M 0.10% +3K +3.9% $99.44 -0.2%
99 JEPI J P MORGAN EXCHANGE TRADED F 144,439 $8.2M 0.10% +82K +130.2% $56.68 -1.4%
100 GNR SPDR INDEX SHS FDS 101,963 $7.6M 0.09% $74.67 -1.0%
101 NLR VANECK ETF TRUST 56,431 $7.5M 0.09% +1K +2.6% $133.19 -2.6%
102 HOLA J P MORGAN EXCHANGE TRADED F 142,210 $7.5M 0.09% +9K +6.8% $52.60 +1.6%
103 CGHM CAPITAL GRP FIXED INCM ETF T 295,103 $7.5M 0.09% +108K +57.6% $25.32 +0.4%
104 SCHB SCHWAB STRATEGIC TR 288,243 $7.2M 0.09% +3K +1.1% $25.10 +13.2%
105 GOOGL ALPHABET INC Communication Services 24,048 $6.9M 0.08% +1K +4.9% $287.56 +39.5%
106 IUSV ISHARES TR 67,597 $6.9M 0.08% -3K -4.1% $102.25 +5.8%
107 DYNF BLACKROCK ETF TRUST 116,939 $6.8M 0.08% +17K +17.6% $58.18 +13.9%
108 NDQ INVESCO QQQ TR 11,537 $6.7M 0.08% +346 +3.1% $577.20
109 DBMF LITMAN GREGORY FDS TR 218,130 $6.6M 0.08% -252K -53.6% $30.15 +3.6%
110 EBND SPDR SERIES TRUST 318,161 $6.6M 0.08% +30K +10.3% $20.64 +0.3%
111 VT VANGUARD INTL EQUITY INDEX F 45,374 $6.3M 0.07% +6K +13.8% $138.32 +11.0%
112 TSLA TESLA INC Consumer Cyclical 16,755 $6.2M 0.07% +738 +4.6% $371.75 +19.2%
113 XLU SELECT SECTOR SPDR TR 134,937 $6.2M 0.07% +29K +27.8% $45.89 -4.4%
114 SCHP SCHWAB STRATEGIC TR 230,333 $6.1M 0.07% +7K +3.3% $26.61 +0.2%
115 CGMM CAPITAL GROUP EQUITY ETF TR 208,654 $6.1M 0.07% +67K +47.2% $29.36 +5.5%
116 IWF ISHARES TR 14,310 $6.1M 0.07% +1K +8.3% $426.39 -70.8%
117 VXUS VANGUARD STAR FDS 79,120 $6.1M 0.07% $77.11 +7.8%
118 VUG VANGUARD INDEX FDS 13,829 $6.0M 0.07% +953 +7.4% $436.79 -80.0%
119 GOOGL ALPHABET INC Communication Services 20,803 $6.0M 0.07% -2K -7.6% $286.86 +39.8%
120 FV FIRST TR EXCHANGE TRADED FD 98,725 $6.0M 0.07% -2K -1.9% $60.44 +15.4%
121 VOOG VANGUARD ADMIRAL FDS INC 14,627 $6.0M 0.07% +5K +51.6% $407.69 -79.8%
122 JNJ JOHNSON & JOHNSON Healthcare 23,705 $5.8M 0.07% -122 -0.5% $244.44 -5.6%
123 IWD ISHARES TR 26,627 $5.7M 0.07% +528 +2.0% $213.67 +8.7%
124 SCHF SCHWAB STRATEGIC TR 227,231 $5.6M 0.07% -191K -45.7% $24.75 +7.9%
125 SCHX SCHWAB STRATEGIC TR 216,516 $5.6M 0.07% $25.64 +13.3%
126 CWI SPDR INDEX SHS FDS 150,801 $5.5M 0.07% +6K +4.2% $36.59 +7.6%
127 JAAA JANUS DETROIT STR TR 107,771 $5.4M 0.06% +22K +25.1% $50.37 +0.5%
128 FUTY FIDELITY COVINGTON TRUST 91,376 $5.4M 0.06% $59.07 -4.0%
129 CGBL CAPITAL GROUP CORE BALANCED 155,985 $5.4M 0.06% +37K +31.6% $34.41 +7.4%
130 MCD MCDONALDS CORP Consumer Cyclical 17,248 $5.4M 0.06% $310.79 -11.5%
131 XLK SELECT SECTOR SPDR TR 40,056 $5.3M 0.06% -7K -14.9% $132.90 +32.7%
132 LLY ELI LILLY & CO Healthcare 5,774 $5.3M 0.06% +179 +3.2% $919.70 +9.5%
133 HYG ISHARES TR 66,705 $5.3M 0.06% +1K +1.6% $79.56 -0.1%
134 IVOO VANGUARD ADMIRAL FDS INC 45,224 $5.2M 0.06% +13K +41.8% $114.32 +6.9%
135 CGIE CAPITAL GROUP INTERNATIONAL 152,375 $5.2M 0.06% +41K +37.1% $33.82 +4.8%
136 EFG ISHARES TR 46,134 $5.1M 0.06% +396 +0.9% $111.37 +6.1%
137 IEFA ISHARES TR 56,246 $5.1M 0.06% +8K +16.5% $90.53 +5.2%
138 FPE FIRST TR EXCH TRADED FD III 285,818 $5.1M 0.06% +11K +3.8% $17.75 +1.5%
139 XT ISHARES TR 74,418 $5.1M 0.06% +3K +3.9% $68.15 +16.1%
140 IYW ISHARES TR 27,378 $5.0M 0.06% +3K +10.3% $181.42 +31.6%
141 SUB ISHARES TR 45,908 $4.9M 0.06% +3K +7.5% $106.50 -0.3%
142 HELO J P MORGAN EXCHANGE TRADED F 75,728 $4.8M 0.06% +64K +523.8% $63.91 +5.9%
143 RWO SPDR INDEX SHS FDS 105,655 $4.8M 0.06% +7K +6.9% $45.77 +5.7%
144 CGGE CAPITAL GROUP GLOBAL EQUITY 155,239 $4.7M 0.06% +43K +37.8% $30.50 +9.5%
145 META META PLATFORMS INC Communication Services 8,088 $4.6M 0.06% +148 +1.9% $572.14 +8.1%
146 CMF ISHARES TR 80,669 $4.6M 0.05% +24K +43.3% $56.86 -0.1%
147 CGXU CAPITAL GROUP INTL FOCUS EQT 153,646 $4.5M 0.05% +6K +4.0% $29.49 +10.3%
148 IBDR ISHARES TR 186,759 $4.5M 0.05% +11K +6.2% $24.24 -0.1%
149 IBDS ISHARES TR 186,054 $4.5M 0.05% +15K +8.7% $24.24 -0.2%
150 IBD NORTHERN LTS FD TR IV 186,518 $4.4M 0.05% -2K -1.2% $23.86 -0.4%
151 VDE VANGUARD WORLD FD 25,410 $4.4M 0.05% $173.04 -2.7%
152 IAGG ISHARES TR 87,595 $4.4M 0.05% $50.04 -0.7%
153 IWL ISHARES TR 26,881 $4.3M 0.05% -832 -3.0% $160.48 +14.6%
154 BIV VANGUARD BD INDEX FDS 55,836 $4.3M 0.05% -678 -1.2% $77.18 -1.5%
155 OAIM UNIFIED SER TR 99,060 $4.3M 0.05% +2K +1.7% $43.06 +6.3%
156 VYMI VANGUARD WHITEHALL FDS 45,174 $4.3M 0.05% +4K +9.8% $94.24 +4.3%
157 IEMG ISHARES INC 60,614 $4.2M 0.05% +19K +46.4% $69.75 +14.0%
158 GLDM WORLD GOLD TR Financial Services 45,448 $4.2M 0.05% +5K +12.1% $92.69 -2.9%
159 BLV VANGUARD BD INDEX FDS 60,569 $4.2M 0.05% -3K -4.3% $68.78 -2.3%
160 RSP INVESCO EXCHANGE TRADED FD T 21,428 $4.1M 0.05% +2K +8.4% $191.92 +5.0%
161 FTCS FIRST TR EXCHANGE-TRADED FD 43,266 $4.0M 0.05% -19K -30.9% $92.76 -0.3%
162 SPMB SPDR SERIES TRUST 174,263 $3.9M 0.05% +20K +12.7% $22.39 -1.5%
163 FVD FIRST TR EXCHANGE-TRADED FD 82,610 $3.9M 0.05% -6K -7.2% $47.03 -0.9%
164 HD HOME DEPOT INC Consumer Cyclical 11,791 $3.9M 0.05% $328.90 -7.5%
165 IBDT ISHARES TR 148,814 $3.8M 0.04% +9K +6.4% $25.33 -0.5%
166 VUSB VANGUARD BD INDEX FDS 75,628 $3.8M 0.04% +18K +31.1% $49.79 -0.2%
167 TMSL T ROWE PRICE ETF INC 102,453 $3.8M 0.04% NEW $36.67 +9.8%
168 SCHA SCHWAB STRATEGIC TR 128,712 $3.7M 0.04% +3K +2.6% $29.08 +12.0%
169 VOOV VANGUARD ADMIRAL FDS INC 18,319 $3.7M 0.04% -280 -1.5% $203.79 +5.9%
170 FHLC FIDELITY COVINGTON TRUST 52,819 $3.7M 0.04% +2K +3.5% $70.36 -0.6%
171 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 16,780 $3.7M 0.04% +344 +2.1% $218.72 -1.4%
172 IQLT ISHARES TR 78,329 $3.6M 0.04% +24K +43.6% $46.23 +4.6%
173 DFIV DIMENSIONAL ETF TRUST 67,231 $3.5M 0.04% NEW $52.78 +3.9%
174 CVX CHEVRON CORPORATION Energy 17,097 $3.5M 0.04% -240 -1.4% $206.90 -9.8%
175 SCHM SCHWAB STRATEGIC TR 114,248 $3.5M 0.04% +4K +3.2% $30.96 +9.7%
176 NEE NEXTERA ENERGY INC Utilities 37,328 $3.5M 0.04% +1K +2.9% $92.88 +3.0%
177 PULS PGIM ETF TR 69,201 $3.4M 0.04% +22K +47.7% $49.50 +0.3%
178 MRK MERCK & CO INC Healthcare 28,341 $3.4M 0.04% +1K +4.1% $120.29 -5.7%
179 IBDU ISHARES TR 146,110 $3.4M 0.04% +14K +10.6% $23.26 -0.7%
180 FNDX SCHWAB STRATEGIC TR 121,403 $3.4M 0.04% +16K +15.2% $27.85 +8.8%
181 VIOO VANGUARD ADMIRAL FDS INC 29,359 $3.4M 0.04% -433 -1.4% $114.83 +7.8%
182 ESGV VANGUARD WORLD FD 29,977 $3.4M 0.04% +2K +5.3% $112.27 +15.7%
183 ISTB ISHARES TR 68,831 $3.3M 0.04% +8K +12.3% $48.46 -0.7%
184 CSCO CISCO SYS INC Technology 42,746 $3.3M 0.04% +392 +0.9% $77.59 +48.9%
185 MTUM ISHARES TR 13,742 $3.3M 0.04% $239.99 +24.3%
186 MGC VANGUARD WORLD FD 13,851 $3.3M 0.04% -620 -4.3% $236.35 +15.2%
187 CAT CATERPILLAR INC Industrials 4,606 $3.3M 0.04% +331 +7.7% $708.45 +25.4%
188 USTB VICTORY PORTFOLIOS II 63,874 $3.2M 0.04% +7K +11.6% $50.58 -0.2%
189 AMGN AMGEN INC Healthcare 8,726 $3.1M 0.04% +133 +1.6% $351.83 -7.3%
190 GQ9 SPDR GOLD TR 7,086 $3.0M 0.04% +1K +22.2% $430.29
191 IXUS ISHARES TR 34,645 $3.0M 0.04% +1K +3.2% $86.64 +7.8%
192 GE GE AEROSPACE Industrials 10,396 $3.0M 0.04% +62 +0.6% $283.77 +2.7%
193 EEM ISHARES TR 51,865 $2.9M 0.04% $56.79 +14.6%
194 MGK VANGUARD WORLD FD 7,959 $2.9M 0.04% $367.44 -75.9%
195 IWR ISHARES TR 29,732 $2.9M 0.03% +2K +8.9% $97.23 +6.6%
196 IBTG ISHARES TR 125,764 $2.9M 0.03% -1K -0.9% $22.91 -0.2%
197 PMAR INNOVATOR ETFS TRUST 64,525 $2.9M 0.03% +9K +15.4% $44.62 +6.1%
198 KO COCA COLA CO Consumer Defensive 37,828 $2.9M 0.03% -1K -3.4% $76.05 +5.8%
199 IBTH ISHARES TR 127,011 $2.8M 0.03% +3K +2.5% $22.43 -0.2%
200 HYS PIMCO ETF TR 30,014 $2.8M 0.03% +3K +10.8% $93.27 -0.3%
201 UNP UNION PAC CORP Industrials 11,447 $2.8M 0.03% -187 -1.6% $242.63 +11.0%
202 PEP PEPSICO INC Consumer Defensive 17,417 $2.7M 0.03% $155.29 -4.3%
203 LOW LOWES COS INC Consumer Cyclical 11,446 $2.7M 0.03% +255 +2.3% $236.29 -5.4%
204 IBDV ISHARES TR 122,361 $2.7M 0.03% +17K +16.5% $21.89 -0.8%
205 FTSL FIRST TR EXCHANGE-TRADED FD 59,664 $2.7M 0.03% +11K +21.6% $44.80 +0.8%
206 COWZ PACER FDS TR 42,339 $2.6M 0.03% +6K +16.7% $62.56 +0.6%
207 AVGO BROADCOM INC Technology 8,498 $2.6M 0.03% +805 +10.5% $309.50 +37.4%
208 CGMU CAPITAL GRP FIXED INCM ETF T 96,341 $2.6M 0.03% +25K +35.1% $27.15 +0.1%
209 VHT VANGUARD WORLD FD 9,572 $2.6M 0.03% -320 -3.2% $272.33 -0.6%
210 ACN ACCENTURE PLC IRELAND Technology 13,105 $2.6M 0.03% -86 -0.7% $198.29 -14.9%
211 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,593 $2.6M 0.03% +101 +4.0% $996.54 +4.5%
212 JCPB J P MORGAN EXCHANGE TRADED F 54,839 $2.6M 0.03% NEW $47.08 -1.3%
213 BND VANGUARD BD INDEX FDS 34,963 $2.6M 0.03% -439 -1.2% $73.64 -1.2%
214 JEPQ J P MORGAN EXCHANGE TRADED F 46,259 $2.6M 0.03% +7K +17.1% $55.52 +7.7%
215 SCHZ SCHWAB STRATEGIC TR 110,196 $2.6M 0.03% -12K -9.5% $23.22 -1.2%
216 HDV ISHARES TR 18,821 $2.6M 0.03% -1K -6.0% $135.72 -79.9%
217 GEV GE VERNOVA INC Utilities 2,913 $2.5M 0.03% +94 +3.3% $872.86 +24.9%
218 PTL NORTHERN LTS FD TR IV 10,114 $2.5M 0.03% +254 +2.6% $250.56 +10.2%
219 SCHO SCHWAB STRATEGIC TR 104,040 $2.5M 0.03% +21K +25.4% $24.27 -0.6%
220 ADP AUTOMATIC DATA PROCESSING IN Industrials 12,142 $2.5M 0.03% -62 -0.5% $203.19 +5.6%
221 ITW ILLINOIS TOOL WKS INC Industrials 9,453 $2.5M 0.03% -64 -0.7% $260.29 -3.7%
222 RTX RTX CORPORATION Industrials 12,706 $2.5M 0.03% +913 +7.7% $192.90 -8.9%
223 MSTR STRATEGY SHS Technology 83,971 $2.4M 0.03% +5K +6.2% $29.00 +544.7%
224 GD GENERAL DYNAMICS CORP Industrials 7,010 $2.4M 0.03% $343.22 -0.8%
225 ABBV ABBVIE INC Healthcare 11,030 $2.4M 0.03% -237 -2.1% $217.48 -3.3%
226 ETN EATON CORP PLC Industrials 6,700 $2.4M 0.03% +546 +8.9% $357.68 +14.1%
227 ADI ANALOG DEVICES INC Technology 7,511 $2.4M 0.03% $318.14 +31.2%
228 V VISA INC Financial Services 7,898 $2.4M 0.03% +163 +2.1% $302.23 +6.7%
229 OUNZ VANECK MERK GOLD ETF Financial Services 52,471 $2.4M 0.03% +11K +26.6% $45.05 -3.0%
230 GOVT ISHARES TR 102,828 $2.4M 0.03% +1K +1.2% $22.91 -1.5%
231 BUFG FIRST TR EXCHNG TRADED FD VI 84,026 $2.3M 0.03% +43K +102.9% $26.86 +7.7%
232 IBDW ISHARES TR 107,229 $2.2M 0.03% +9K +9.3% $20.93 -0.9%
233 QUAL ISHARES TR 11,541 $2.2M 0.03% +2K +24.0% $191.81 +9.7%
234 HYD VANECK ETF TRUST 44,103 $2.2M 0.03% +3K +6.9% $50.14 +0.8%
235 FRDM EA SERIES TRUST 40,023 $2.2M 0.03% NEW $54.65 +20.1%
236 IWM ISHARES TR 8,760 $2.2M 0.03% +147 +1.7% $248.00 +11.9%
237 EME EMCOR GROUP INC Industrials 2,939 $2.2M 0.03% +321 +12.3% $738.31 +26.0%
238 LMT LOCKHEED MARTIN CORP Industrials 3,584 $2.2M 0.03% -20 -0.6% $604.44 -13.9%
239 FESM FIDELITY COVINGTON TRUST 56,923 $2.2M 0.03% +27K +91.1% $38.00 +14.3%
240 SLYV SPDR SERIES TRUST 22,517 $2.1M 0.03% -723 -3.1% $94.58 +6.0%
241 HEFA ISHARES TR 49,723 $2.1M 0.03% +2K +3.5% $42.50 +4.3%
242 SCHE SCHWAB STRATEGIC TR 63,650 $2.1M 0.03% -4K -6.0% $32.95 +7.6%
243 IBMO ISHARES TR 81,353 $2.1M 0.03% +7K +9.4% $25.63 +0.0%
244 LIN LINDE PLC Basic Materials 4,159 $2.1M 0.02% +22 +0.5% $495.74 +3.2%
245 UITB VICTORY PORTFOLIOS II 42,678 $2.0M 0.02% +7K +18.1% $47.02 -1.4%
246 IBMQ ISHARES TR 78,180 $2.0M 0.02% +5K +7.2% $25.53 -0.3%
247 ICSH ISHARES TR 38,804 $2.0M 0.02% -801 -2.0% $50.62 -0.2%
248 IBMP ISHARES TR 76,893 $2.0M 0.02% +5K +7.7% $25.44 -0.4%
249 AFL AFLAC INC Financial Services 17,658 $1.9M 0.02% $109.71 +6.5%
250 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 5,690 $1.9M 0.02% -64 -1.1% $337.95 +23.6%
251 VGT VANGUARD WORLD FD 2,744 $1.9M 0.02% $697.84 -83.8%
252 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 3,092 $1.9M 0.02% -46 -1.5% $616.76 +6.9%
253 ABT ABBOTT LABORATORIES Healthcare 18,241 $1.9M 0.02% -262 -1.4% $102.67 -17.7%
254 CHUBB LTD SWITZ 5,723 $1.9M 0.02% -324 -5.4% $325.90
255 SDY SPDR SERIES TRUST 12,769 $1.9M 0.02% +150 +1.2% $145.94 +0.1%
256 NFLX NETFLIX INC. Communication Services 19,274 $1.9M 0.02% -4K -16.6% $96.15 -9.6%
257 KEY KEYCORP Financial Services 91,477 $1.8M 0.02% $20.05 +5.1%
258 FTMN PUTNAM ETF TRUST 209,452 $1.8M 0.02% +1K +0.7% $8.73
259 SHY ISHARES TR 21,992 $1.8M 0.02% +18K +414.7% $82.57 -0.6%
260 LHX L3HARRIS TECHNOLOGIES INC Industrials 5,247 $1.8M 0.02% +94 +1.8% $345.15 -10.9%
261 IBMR ISHARES TR 71,399 $1.8M 0.02% +6K +8.6% $25.35 -0.4%
262 FQAL FIDELITY COVINGTON TRUST 24,915 $1.8M 0.02% +5K +24.8% $72.60 +9.6%
263 TPSC TIMOTHY PLAN 42,603 $1.8M 0.02% +1K +2.8% $42.45 +4.0%
264 MA MASTERCARD INCORPORATED Financial Services 3,605 $1.8M 0.02% -98 -2.6% $499.69 -2.0%
265 FCOR FIDELITY MERRIMACK STR TR 37,963 $1.8M 0.02% -362 -0.9% $47.13 -0.5%
266 GWX SPDR INDEX SHS FDS 42,053 $1.8M 0.02% $42.23 +8.4%
267 IBTI ISHARES TR 79,527 $1.8M 0.02% -1K -1.7% $22.28 -0.7%
268 IBM INTERNATIONAL BUSINESS MACHS Technology 7,294 $1.8M 0.02% -307 -4.0% $242.39 -9.9%
269 JPIB J P MORGAN EXCHANGE TRADED F 36,552 $1.7M 0.02% +13K +56.1% $47.82 -0.3%
270 DON STATE STR SPDR DOW JONES IND 3,740 $1.7M 0.02% +30 +0.8% $463.15 -88.3%
271 NSC NORFOLK SOUTHN CORP Industrials 5,848 $1.7M 0.02% +30 +0.5% $286.99 +10.7%
272 MSTR STRATEGY SHS Technology 71,785 $1.7M 0.02% +2K +3.5% $23.34 +701.1%
273 CGNG CAPITAL GROUP NEW GEOGRAPHY 52,843 $1.7M 0.02% +22K +70.9% $31.57 +12.0%
274 JHMM JOHN HANCOCK EXCHANGE TRADED 24,738 $1.7M 0.02% -6K -18.8% $67.12 +5.8%
275 BOND PIMCO ETF TR 17,852 $1.6M 0.02% +3K +17.1% $92.28 -1.3%
276 PAUG INNOVATOR ETFS TRUST 38,468 $1.6M 0.02% -5K -12.1% $42.72 +5.5%
277 IBTJ ISHARES TR 74,769 $1.6M 0.02% -1K -1.9% $21.84 -1.1%
278 SCHG SCHWAB STRATEGIC TR 55,272 $1.6M 0.02% +5K +10.9% $29.13 +17.6%
279 XLY SELECT SECTOR SPDR TR 14,560 $1.6M 0.02% -218 -1.5% $108.98 +6.9%
280 IJJ ISHARES TR 11,765 $1.6M 0.02% $132.50 +4.1%
281 UNH UNITEDHEALTH GROUP INC Healthcare 5,733 $1.6M 0.02% -85 -1.5% $270.60 +47.5%
282 FDVV FIDELITY COVINGTON TRUST 27,681 $1.5M 0.02% -48K -63.3% $55.24 +7.3%
283 MUNI PIMCO ETF TR 29,246 $1.5M 0.02% $52.19 -0.3%
284 BK BANK NEW YORK MELLON CORP Financial Services 12,663 $1.5M 0.02% -174 -1.4% $118.63 +13.8%
285 CGIB CAPITAL GRP FIXED INCM ETF T 59,489 $1.5M 0.02% +19K +46.3% $25.24 -0.7%
286 TD TORONTO DOMINION BK ONT Financial Services 16,057 $1.5M 0.02% +122 +0.8% $93.31 +16.0%
287 VNQI VANGUARD INTL EQUITY INDEX F 33,411 $1.5M 0.02% -5K -14.0% $44.45 +3.4%
288 IVVB BLACKROCK ETF TRUST II 46,348 $1.5M 0.02% +5K +11.4% $32.04 +7.1%
289 WM WASTE MGMT INC DEL Industrials 6,202 $1.4M 0.02% +902 +17.0% $229.80 -4.8%
290 FNDB SCHWAB STRATEGIC TR 52,246 $1.4M 0.02% +12K +30.1% $27.20 +8.6%
291 IYH ISHARES TR 22,873 $1.4M 0.02% -1K -5.2% $61.64 -1.2%
292 D DOMINION ENERGY INC Utilities 22,788 $1.4M 0.02% +150 +0.7% $61.82 +1.9%
293 DUK DUKE ENERGY CORP NEW Utilities 10,744 $1.4M 0.02% -793 -6.9% $130.95 -5.1%
294 SFLR INNOVATOR ETFS TRUST 39,709 $1.4M 0.02% +33K +532.8% $35.41 +7.0%
295 SCHJ SCHWAB STRATEGIC TR 56,583 $1.4M 0.02% +2K +4.5% $24.72 -0.6%
296 INTU INTUIT Technology 3,231 $1.4M 0.02% $432.38 -12.5%
297 JMST J P MORGAN EXCHANGE TRADED F 27,247 $1.4M 0.02% +1K +3.9% $50.98 -0.2%
298 ACWV ISHARES INC 11,612 $1.4M 0.02% -9K -43.4% $119.51 +0.9%
299 AMD ADVANCED MICRO DEVICES INC Technology 6,792 $1.4M 0.02% +354 +5.5% $203.43 +108.5%
300 MTB M & T BK CORP Financial Services 6,658 $1.4M 0.02% +4K +176.7% $206.72 -0.5%
301 DSI ISHARES TR 11,320 $1.4M 0.02% +1K +12.6% $121.19 +16.1%
302 DE DEERE & CO Industrials 2,435 $1.4M 0.02% -30 -1.2% $563.26 +2.0%
303 CINF CINCINNATI FINL CORP Financial Services 8,570 $1.3M 0.02% +92 +1.1% $157.35 +5.8%
304 PLTR PALANTIR TECHNOLOGIES INC Technology 9,212 $1.3M 0.02% -223 -2.4% $146.28 -8.6%
305 AVEM AMERICAN CENTY ETF TR 16,648 $1.3M 0.02% -1K -7.8% $80.58 +14.0%
306 BLK BLACKROCK INC Financial Services 1,389 $1.3M 0.02% -7 -0.5% $961.36 +12.5%
307 SCHH SCHWAB STRATEGIC TR 61,676 $1.3M 0.02% -1K -2.2% $21.49 +6.9%
308 FDLS NORTHERN LTS FD TR IV 35,830 $1.3M 0.02% +558 +1.6% $36.94 +7.8%
309 KLAC KLA CORP Technology 893 $1.3M 0.02% +72 +8.8% $1472.20 +28.6%
310 VZ VERIZON COMMUNICATIONS INC Communication Services 26,095 $1.3M 0.02% $50.20 -6.3%
311 IWB ISHARES TR 3,665 $1.3M 0.02% $356.52 +12.9%
312 AAPL CALL APPLE INC Technology 5,100 $1.3M 0.01% NEW $253.79 +18.3%
313 FLOT ISHARES TR 25,217 $1.3M 0.01% -1K -4.3% $50.95 -0.0%
314 CSX CSX CORP Industrials 31,110 $1.3M 0.01% +254 +0.8% $41.05 +11.9%
315 SOJF SOUTHERN CO Utilities 13,166 $1.3M 0.01% -1K -8.3% $96.52 -73.6%
316 VSGX VANGUARD WORLD FD 17,677 $1.3M 0.01% +3K +20.8% $71.73 +9.5%
317 DIS DISNEY WALT CO Communication Services 12,827 $1.2M 0.01% +417 +3.4% $96.38 +9.4%
318 VTEC VANGUARD CALIF TAX FREE FDS 12,445 $1.2M 0.01% +5K +59.1% $99.08
319 IDXX IDEXX LABS INC Healthcare 2,188 $1.2M 0.01% +260 +13.5% $561.89 -5.2%
320 BSY BENTLEY SYS INC Technology 34,965 $1.2M 0.01% $35.12 -8.7%
321 EMR EMERSON ELEC CO Industrials 9,315 $1.2M 0.01% +470 +5.3% $131.02 +5.2%
322 NVS NOVARTIS AG Healthcare 7,977 $1.2M 0.01% -825 -9.4% $152.75 -2.0%
323 XLF SELECT SECTOR SPDR TR 24,610 $1.2M 0.01% -2K -7.0% $49.37 +3.6%
324 EVSM MORGAN STANLEY ETF TRUST 24,154 $1.2M 0.01% +19K +394.4% $50.19 -0.1%
325 CALF PACER FDS TR 26,992 $1.2M 0.01% +5K +21.5% $44.87 +4.0%
326 NOBL PROSHARES TR 11,341 $1.2M 0.01% +71 +0.6% $106.01 -0.4%
327 FEGE RBB FUND TRUST 25,387 $1.2M 0.01% +5K +26.6% $47.00 +4.9%
328 IBTK ISHARES TR 60,001 $1.2M 0.01% +2K +3.5% $19.72 -1.3%
329 DFAS DIMENSIONAL ETF TRUST 16,613 $1.2M 0.01% -1K -6.5% $71.13 +6.3%
330 IBTL ISHARES TR 57,509 $1.2M 0.01% +2K +3.7% $20.40 -1.6%
331 FVAL FIDELITY COVINGTON TRUST 16,380 $1.1M 0.01% $69.40 +11.8%
332 JGRO J P MORGAN EXCHANGE TRADED F 13,413 $1.1M 0.01% +2K +21.0% $84.52 +14.9%
333 IUSB ISHARES TR 24,421 $1.1M 0.01% +946 +4.0% $46.19 -1.1%
334 PFE PFIZER INC Healthcare 39,369 $1.1M 0.01% -475 -1.2% $28.08 -8.3%
335 PSX PHILLIPS 66 Energy 5,997 $1.1M 0.01% -200 -3.2% $182.16 -5.8%
336 IRTR ISHARES TR 35,621 $1.1M 0.01% $30.61 +3.4%
337 POCT INNOVATOR ETFS TRUST 25,155 $1.1M 0.01% -1K -4.0% $43.11 +6.3%
338 GBIL GOLDMAN SACHS ETF TR 10,751 $1.1M 0.01% +2K +17.2% $100.19 -0.1%
339 AMAT APPLIED MATLS INC Technology 3,113 $1.1M 0.01% +463 +17.5% $341.77 +27.8%
340 BAC BANK AMERICA CORP Financial Services 21,808 $1.1M 0.01% +2K +12.8% $48.75 +2.1%
341 AFGB AMERICAN FINANCIAL GROUP INC Financial Services 8,307 $1.1M 0.01% +85 +1.0% $127.70 -83.4%
342 HON HONEYWELL INTL INC Industrials 4,673 $1.1M 0.01% -97 -2.0% $226.01 -3.7%
343 ULST SSGA ACTIVE ETF TR 26,019 $1.1M 0.01% -679 -2.5% $40.50 -0.3%
344 WEC WEC ENERGY GROUP INC Utilities 9,089 $1.1M 0.01% $115.77 -3.6%
345 GLW CORNING INC Technology 7,653 $1.0M 0.01% +146 +1.9% $135.97 +53.2%
346 ORCL ORACLE CORP Technology 7,036 $1.0M 0.01% -945 -11.8% $147.12 +33.0%
347 TOTL SSGA ACTIVE ETF TR 26,014 $1.0M 0.01% +5K +23.8% $39.73 -1.4%
348 NKE NIKE INC Consumer Cyclical 19,289 $1.0M 0.01% -2K -7.8% $52.82 -20.4%
349 IGE ISHARES TR 15,940 $1.0M 0.01% -2K -8.8% $62.94 -2.0%
350 PMAY INNOVATOR ETFS TRUST 25,069 $1.0M 0.01% -10K -27.7% $39.94 +2.5%
351 BUFD FIRST TR EXCHNG TRADED FD VI 35,488 $994K 0.01% +16K +84.6% $28.00 +5.1%
352 VFH VANGUARD WORLD FD 8,146 $984K 0.01% +311 +4.0% $120.81 +3.7%
353 NOW SERVICENOW INC Technology 9,382 $981K 0.01% +57 +0.6% $104.55 -13.4%
354 CALI BLACKROCK ETF TRUST II 19,390 $978K 0.01% +5K +30.4% $50.43 -0.2%
355 T AT&T INC Communication Services 33,534 $972K 0.01% +647 +2.0% $28.99 -14.9%
356 SHOP SHOPIFY INC Technology 8,098 $961K 0.01% -293 -3.5% $118.62 -17.9%
357 SPIB SPDR SERIES TRUST 28,563 $958K 0.01% +1K +4.6% $33.54 -0.7%
358 FEBM FIRST TR EXCHNG TRADED FD VI 31,510 $955K 0.01% $30.32
359 NFLT ETFIS SER TR I 41,983 $955K 0.01% +3K +7.3% $22.75 +0.7%
360 CL COLGATE PALMOLIVE CO Consumer Defensive 10,985 $936K 0.01% +764 +7.5% $85.23 +3.4%
361 GLRY NORTHERN LTS FD TR IV 25,180 $934K 0.01% +549 +2.2% $37.11 +8.7%
362 PJAN INNOVATOR ETFS TRUST 20,063 $926K 0.01% -3K -11.8% $46.13 +6.2%
363 TDTF FLEXSHARES TR 38,040 $917K 0.01% +1K +3.8% $24.11 +0.1%
364 DFEM DIMENSIONAL ETF TRUST 26,395 $912K 0.01% NEW $34.55 +13.4%
365 PAPR INNOVATOR ETFS TRUST 22,903 $912K 0.01% -16K -40.4% $39.80 +5.1%
366 PM PHILIP MORRIS INTL INC Consumer Defensive 5,462 $903K 0.01% -62 -1.1% $165.35 +16.0%
367 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 3,106 $902K 0.01% +151 +5.1% $290.49 +1.7%
368 MPC MARATHON PETE CORP Energy 3,686 $900K 0.01% -22 -0.6% $244.19 +1.9%
369 SLV ISHARES SILVER TR Financial Services 13,151 $896K 0.01% -4K -21.2% $68.14 +1.3%
370 IAU* ISHARES GOLD TR 10,160 $896K 0.01% +307 +3.1% $88.16
371 CSHI NEOS ETF TRUST 17,831 $888K 0.01% NEW $49.78 -0.1%
372 PDEC INNOVATOR ETFS TRUST 20,738 $881K 0.01% -5K -19.9% $42.50 +6.7%
373 OAEM UNIFIED SER TR 21,810 $879K 0.01% +254 +1.2% $40.32 +17.9%
374 VAW VANGUARD WORLD FD 3,890 $877K 0.01% -40 -1.0% $225.34 +0.7%
375 PAYX PAYCHEX INC Industrials 9,496 $875K 0.01% -307 -3.1% $92.12 -3.6%
376 FITBI FIFTH THIRD BANCORP Financial Services 18,781 $873K 0.01% +765 +4.2% $46.46 -45.2%
377 SLYG SPDR SERIES TRUST 9,011 $871K 0.01% +245 +2.8% $96.62 +9.5%
378 MCK MCKESSON CORP Healthcare 992 $858K 0.01% +214 +27.5% $865.36 -13.7%
379 ASML ASML HLDG NV Technology 648 $856K 0.01% +72 +12.5% $1320.83 +13.7%
380 IDV* ISHARES TR 19,933 $848K 0.01% $42.56
381 DOV DOVER CORP Industrials 4,043 $843K 0.01% $208.45 +2.8%
382 VDC VANGUARD WORLD FD 3,718 $835K 0.01% +418 +12.7% $224.56 +3.0%
383 MAR MARRIOTT INTL INC NEW Consumer Cyclical 2,539 $830K 0.01% $327.07 +8.1%
384 SYK STRYKER CORPORATION Healthcare 2,523 $829K 0.01% +160 +6.8% $328.53 -7.0%
385 HBAN HUNTINGTON BANCSHARES INC Financial Services 52,641 $824K 0.01% +2K +4.6% $15.65 -0.9%
386 BWA BORGWARNER INC Consumer Cyclical 14,934 $810K 0.01% NEW $54.26 +16.5%
387 FENY FIDELITY COVINGTON TRUST 23,643 $804K 0.01% $34.02 -2.6%
388 JHID JOHN HANCOCK EXCHANGE TRADED 19,656 $796K 0.01% +588 +3.1% $40.52 +6.8%
389 FDMO FIDELITY COVINGTON TRUST 9,914 $794K 0.01% +5K +96.5% $80.10 +16.6%
390 PNC PNC FINL SVCS GROUP INC Financial Services 3,788 $788K 0.01% -114 -2.9% $208.09 +2.6%
391 CRM SALESFORCE INC Technology 4,204 $785K 0.01% -68 -1.6% $186.68 -10.2%
392 IYF ISHARES TR 6,669 $785K 0.01% $117.67 +3.5%
393 IEI ISHARES TR 6,568 $779K 0.01% +60 +0.9% $118.60 -1.4%
394 LQDA LIQUIDIA CORPORATION Healthcare 20,546 $775K 0.01% +2K +10.2% $37.74 +57.1%
395 DGRW WISDOMTREE TR 8,767 $770K 0.01% $87.84 +9.1%
396 FDX FEDEX CORP Industrials 2,162 $770K 0.01% $356.18 +6.7%
397 IBMS ISHARES TR 29,551 $763K 0.01% +2K +8.0% $25.83
398 FTEC FIDELITY COVINGTON TRUST 3,644 $758K 0.01% -98 -2.6% $208.05 +30.0%
399 IBMT ISHARES TR 29,431 $755K 0.01% +2K +7.2% $25.67
400 USB US BANCORP Financial Services 14,499 $754K 0.01% -499 -3.3% $52.01 +2.7%
401 PFEB INNOVATOR ETFS TRUST 18,734 $751K 0.01% -512 -2.7% $40.10 +6.3%
402 AVUV AMERICAN CENTY ETF TR 6,800 $751K 0.01% +3K +83.8% $110.47 +6.1%
403 IWV ISHARES TR 2,015 $747K 0.01% +598 +42.2% $370.60 +12.8%
404 XLI SELECT SECTOR SPDR TR 4,551 $736K 0.01% -886 -16.3% $161.72 +6.0%
405 IWMI NEOS ETF TRUST 15,485 $734K 0.01% NEW $47.40 +7.8%
406 AOR ISHARES TR 10,991 $707K 0.01% +5K +82.6% $64.35 +5.9%
407 WFC WELLS FARGO & CO Financial Services 8,884 $707K 0.01% -891 -9.1% $79.61 -7.3%
408 MU MICRON TECHNOLOGY INC Technology 2,089 $706K 0.01% +617 +41.9% $337.84 +129.7%
409 PGR PROGRESSIVE CORP Financial Services 3,472 $688K 0.01% -289 -7.7% $198.24 -1.2%
410 MS MORGAN STANLEY Financial Services 4,150 $683K 0.01% +335 +8.8% $164.58 +18.2%
411 PPA INVESCO EXCHANGE TRADED FD T 4,060 $673K 0.01% +341 +9.2% $165.72 -0.7%
412 FLGV FRANKLIN TEMPLETON ETF TR 32,591 $666K 0.01% -690 -2.1% $20.43 -1.6%
413 MMM 3M CO Industrials 4,556 $662K 0.01% -56 -1.2% $145.24 -0.1%
414 WTAI WISDOMTREE TR 23,121 $653K 0.01% +7K +42.6% $28.23 +43.0%
415 IGM ISHARES TR 5,486 $650K 0.01% -118 -2.1% $118.51 +30.1%
416 BA BOEING CO Industrials 3,257 $648K 0.01% +24 +0.7% $199.00 +10.8%
417 DYH TARGET CORP 5,346 $648K 0.01% $121.21
418 TJX TJX COS INC NEW Consumer Cyclical 4,051 $647K 0.01% +202 +5.2% $159.70 -7.7%
419 IWP ISHARES TR 5,033 $645K 0.01% -50 -1.0% $128.12 +6.2%
420 BIL SPDR SERIES TRUST 7,029 $644K 0.01% +4K +109.6% $91.64 -0.1%
421 VPU VANGUARD WORLD FD 3,231 $640K 0.01% -302 -8.6% $198.14 -4.0%
422 CLS CELESTICA INC Technology 2,267 $639K 0.01% +1K +79.5% $281.68 +27.3%
423 CNI CANADIAN NATL RY CO Industrials 6,204 $638K 0.01% $102.77 +9.4%
424 WMB WILLIAMS COS INC Energy 8,705 $634K 0.01% +2K +24.1% $72.78 +6.7%
425 XLRE SELECT SECTOR SPDR TR 15,493 $633K 0.01% +516 +3.5% $40.83 +5.9%
426 MINT PIMCO ETF TR 6,258 $629K 0.01% +1K +26.7% $100.57 -0.0%
427 FLHY FRANKLIN TEMPLETON ETF TR 25,836 $624K 0.01% -739 -2.8% $24.14 -0.1%
428 PYLD PIMCO ETF TR 23,691 $621K 0.01% +8K +52.1% $26.20 +0.1%
429 IBDX ISHARES TR 24,416 $617K 0.01% +5K +26.9% $25.27 -0.9%
430 XHLF BONDBLOXX ETF TRUST 12,076 $608K 0.01% +2K +20.2% $50.33 -0.2%
431 URI UNITED RENTALS INC Industrials 834 $608K 0.01% -30 -3.5% $728.56 +33.5%
432 PSLV/U SPROTT ASSET MANAGEMENT LP 24,669 $602K 0.01% +10K +63.5% $24.39
433 DLN WISDOMTREE TR 6,707 $599K 0.01% +922 +15.9% $89.34 +6.0%
434 MDYG SPDR SERIES TRUST 6,215 $596K 0.01% $95.96 +9.6%
435 WELL WELLTOWER INC Real Estate 2,990 $591K 0.01% $197.71 +10.1%
436 AIQ GLOBAL X FDS 12,545 $585K 0.01% +3K +31.8% $46.67 +30.8%
437 AOA ISHARES TR 6,599 $584K 0.01% +1K +24.9% $88.49 +8.2%
438 FTSM FIRST TR EXCHANGE-TRADED FD 9,733 $582K 0.01% -2K -14.3% $59.78 +0.2%
439 ES EVERSOURCE ENERGY Utilities 8,375 $580K 0.01% $69.28 -0.7%
440 SGOL ETFS GOLD TR Financial Services 12,910 $576K 0.01% $44.62 -3.0%
441 COP CONOCOPHILLIPS Energy 4,348 $574K 0.01% +455 +11.7% $132.01 -9.9%
442 ESGU ISHARES TR 4,035 $571K 0.01% +43 +1.1% $141.42 +13.7%
443 PSEP INNOVATOR ETFS TRUST 13,193 $568K 0.01% -8K -36.3% $43.06 +5.7%
444 AXP AMERICAN EXPRESS CO Financial Services 1,878 $568K 0.01% +35 +1.9% $302.47 +3.6%
445 IBDY ISHARES TR 21,962 $568K 0.01% +5K +29.9% $25.85 -1.0%
446 DFAC DIMENSIONAL ETF TRUST 14,345 $557K 0.01% $38.86 +10.6%
447 IEF ISHARES TR 5,833 $557K 0.01% +3K +78.0% $95.44 -2.0%
448 BNDW VANGUARD SCOTTSDALE FDS 8,139 $556K 0.01% +443 +5.8% $68.35 -1.1%
449 ISRG INTUITIVE SURGICAL INC Healthcare 1,195 $551K 0.01% +98 +8.9% $460.99 -7.1%
450 FPX FIRST TR EXCHANGE-TRADED FD 3,458 $549K 0.01% $158.79 +15.9%
451 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 5,926 $547K 0.01% -1K -14.9% $92.31 -2.8%
452 IBDZ ISHARES TR 20,875 $544K 0.01% +5K +34.8% $26.06 -0.9%
453 CGIC CAPITAL GROUP INTERNATIONAL 16,393 $543K 0.01% NEW $33.11 +6.7%
454 TFLO ISHARES TR 10,672 $540K 0.01% -2K -13.2% $50.63 -0.1%
455 SCHY SCHWAB STRATEGIC TR 17,000 $538K 0.01% NEW $31.66 +1.1%
456 BYLD ISHARES TR 23,881 $538K 0.01% +2K +7.6% $22.53 -0.4%
457 ICVT ISHARES TR 5,239 $533K 0.01% +1K +26.8% $101.79 +15.1%
458 BSCQ INVESCO EXCH TRD SLF IDX FD 27,027 $528K 0.01% +6K +30.7% $19.53 +0.3%
459 KR KROGER CO Consumer Defensive 7,239 $524K 0.01% -576 -7.4% $72.36 -7.7%
460 MSI MOTOROLA SOLUTIONS INC Technology 1,199 $520K 0.01% +123 +11.4% $433.83 -8.0%
461 VBR VANGUARD INDEX FDS 2,387 $519K 0.01% +22 +0.9% $217.25 +4.6%
462 CRL CHARLES RIV LABS INTL INC Healthcare 3,000 $518K 0.01% $172.50 -7.8%
463 GS GOLDMAN SACHS GROUP INC Financial Services 611 $517K 0.01% +240 +64.7% $846.02 +14.5%
464 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,035 $509K 0.01% -44 -4.1% $491.62 -8.8%
465 EOG EOG RES INC Energy 3,515 $508K 0.01% +305 +9.5% $144.59 -5.9%
466 USXF ISHARES TR 9,108 $503K 0.01% +1K +14.1% $55.20 +19.2%
467 UJAN INNOVATOR ETFS TRUST 11,720 $498K 0.01% $42.51 +5.6%
468 IDEV ISHARES TR 5,961 $498K 0.01% +1K +23.2% $83.57 +5.1%
469 EW EDWARDS LIFESCIENCES CORP Healthcare 6,176 $495K 0.01% +985 +19.0% $80.08 +1.6%
470 MDT MEDTRONIC PLC Healthcare 5,663 $491K 0.01% +965 +20.5% $86.65 -11.2%
471 DHR DANAHER CORP DEL Healthcare 2,568 $487K 0.01% +112 +4.6% $189.60 -13.2%
472 PAVE GLOBAL X FDS 9,576 $487K 0.01% -202 -2.1% $50.81 +9.1%
473 VIOV VANGUARD ADMIRAL FDS INC 4,745 $483K 0.01% +338 +7.7% $101.74 +6.1%
474 SBFG SB FINL GROUP INC Financial Services 22,917 $481K 0.01% +166 +0.7% $21.00 +1.2%
475 FIX COMFORT SYS USA INC Industrials 348 $480K 0.01% NEW $1378.99 +48.1%
476 BSCS INVESCO EXCH TRD SLF IDX FD 23,346 $477K 0.01% +7K +42.6% $20.42 -0.1%
477 CMI CUMMINS INC Industrials 877 $472K 0.01% +16 +1.9% $537.89 +33.2%
478 BSCR INVESCO EXCH TRD SLF IDX FD 24,001 $471K 0.01% +6K +35.2% $19.63 +0.2%
479 SMH VANECK ETF TRUST 1,228 $471K 0.01% -50 -3.9% $383.40 +45.1%
480 ACWX ISHARES TR 6,852 $469K 0.01% $68.47 +7.6%
481 GPC GENUINE PARTS CO Consumer Cyclical 4,387 $464K 0.01% -183 -4.0% $105.75 -8.1%
482 DFAT DIMENSIONAL ETF TRUST 7,366 $460K 0.01% +2K +25.7% $62.45 +4.6%
483 CRS CARPENTER TECHNOLOGY CORP Industrials 1,167 $460K 0.01% NEW $394.15 +9.0%
484 IWN ISHARES TR 2,424 $460K 0.01% +55 +2.3% $189.59 +8.6%
485 SCHI SCHWAB STRATEGIC TR 20,256 $459K 0.01% $22.68 -0.9%
486 GILD GILEAD SCIENCES INC Healthcare 3,283 $458K 0.01% +130 +4.1% $139.37 -5.2%
487 TFC TRUIST FINL CORP Financial Services 9,946 $457K 0.01% -91 -0.9% $45.97 +2.5%
488 BDX BECTON DICKINSON & CO Healthcare 2,880 $453K 0.01% +218 +8.2% $157.23 -8.8%
489 IWO ISHARES TR 1,442 $453K 0.01% +11 +0.8% $313.81 +15.4%
490 HWM HOWMET AEROSPACE INC Industrials 1,962 $452K 0.01% +907 +86.0% $230.46 +18.2%
491 COR CENCORA INC Healthcare 1,428 $449K 0.01% +250 +21.2% $314.24 -16.9%
492 TXN TEXAS INSTRS INC Technology 2,307 $448K 0.01% +159 +7.4% $194.14 +57.8%
493 CAH CARDINAL HEALTH INC Healthcare 2,112 $446K 0.01% +427 +25.3% $211.31 -7.6%
494 EMTL SSGA ACTIVE TR 10,480 $446K 0.01% -126 -1.2% $42.56 +0.3%
495 JCI JOHNSON CONTROLS INTERNATION Industrials 3,401 $445K 0.01% NEW $130.95 +9.8%
496 CME CME GROUP INC Financial Services 1,486 $439K 0.01% -9 -0.6% $295.35 +1.2%
497 ONEY SPDR SERIES TRUST 3,619 $434K 0.01% +113 +3.2% $120.05 +3.3%
498 PRU PRUDENTIAL FINL INC Financial Services 4,440 $434K 0.01% +2K +59.2% $97.69 +5.6%
499 CHD CHURCH & DWIGHT CO INC Consumer Defensive 4,634 $432K 0.01% -430 -8.5% $93.32 +0.8%
500 MDYV SPDR SERIES TRUST 5,041 $429K 0.01% -379 -7.0% $85.15 +4.2%
501 QCOM QUALCOMM INC Technology 3,333 $429K 0.01% +185 +5.9% $128.76 +55.4%
502 BX BLACKSTONE INC Financial Services 3,719 $428K 0.01% -295 -7.3% $114.99 +2.5%
503 TT TRANE TECHNOLOGIES PLC Industrials 1,022 $426K 0.01% NEW $416.74 +15.6%
504 IJS ISHARES TR 3,595 $426K 0.01% $118.45 +6.1%
505 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 13,275 $425K 0.01% +377 +2.9% $32.01 +2.0%
506 ADBE ADOBE INC Technology 1,738 $422K 0.01% -11 -0.6% $243.08 +1.9%
507 FNDF SCHWAB STRATEGIC TR 8,633 $422K 0.01% -123K -93.4% $48.93 +7.4%
508 COF CAPITAL ONE FINL CORP Financial Services 2,288 $417K 0.01% -398 -14.8% $182.43 +1.8%
509 EPD ENTERPRISE PRODS PARTNERS L Energy 10,992 $416K 0.01% +1K +11.7% $37.84 +3.7%
510 IBB ISHARES TR 2,435 $411K 0.01% +75 +3.2% $168.85 -1.2%
511 LULU LULULEMON ATHLETICA INC Consumer Cyclical 2,679 $410K 0.01% $153.10 -20.9%
512 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,730 $408K 0.01% +56 +0.8% $60.65 -6.0%
513 FDS FACTSET RESH SYS INC Financial Services 1,877 $407K 0.01% -30 -1.6% $216.99 -7.9%
514 SLQD ISHARES TR 8,027 $405K 0.01% +1K +20.4% $50.49 -0.5%
515 VBK VANGUARD INDEX FDS 1,341 $405K 0.01% NEW $302.22 +11.7%
516 IBCA ISHARES TR 15,793 $405K 0.01% NEW $25.64 -1.1%
517 BIBL NORTHERN LTS FD TR IV 8,575 $404K 0.01% +89 +1.1% $47.15 +11.5%
518 PWR QUANTA SVCS INC Industrials 733 $402K 0.01% NEW $549.02 +42.1%
519 INTC INTEL CORP Technology 9,090 $401K 0.01% +561 +6.6% $44.13 +162.7%
520 AVDV AMERICAN CENTY ETF TR 3,953 $395K 0.01% NEW $99.86 +8.0%
521 OWL PUT BLUE OWL CAPITAL INC Financial Services 43,200 $394K 0.01% +18K +72.8% $9.13 +7.4%
522 EUSB ISHARES TR 9,066 $394K 0.01% $43.50 -1.0%
523 CMDY ISHARES U S ETF TR 6,605 $392K 0.01% +360 +5.8% $59.42 +4.8%
524 IWS ISHARES TR 2,688 $392K 0.01% -20 -0.7% $145.74 +6.6%
525 TIP ISHARES TR 3,541 $391K 0.01% +152 +4.5% $110.36 +0.2%
526 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,480 $390K 0.01% $157.28 -1.0%
527 PH PARKER-HANNIFIN CORP Industrials 435 $389K 0.01% -21 -4.6% $895.24 -1.7%
528 NOC NORTHROP GRUMMAN CORP Industrials 569 $388K 0.01% +179 +45.9% $682.26 -19.6%
529 MO ALTRIA GROUP INC Consumer Defensive 5,875 $388K 0.01% +1K +21.3% $65.99 +9.7%
530 IVOV VANGUARD ADMIRAL FDS INC 3,802 $388K 0.01% +77 +2.1% $101.95 +4.2%
531 GM GENERAL MTRS CO Consumer Cyclical 5,195 $387K 0.01% +3K +98.7% $74.50 +4.4%
532 TARS TARSUS PHARMACEUTICALS INC Healthcare 5,500 $386K 0.01% $70.15 -7.1%
533 FEX FIRST TR EXCHANGE-TRADED ALP 3,138 $383K 0.01% $121.93 +6.6%
534 FTA FIRST TR EXCHANGE-TRADED ALP 4,143 $383K 0.01% $92.35 -0.3%
535 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 1,291 $378K 0.00% $292.75 +35.5%
536 CTVA CORTEVA INC Basic Materials 4,504 $377K 0.00% +172 +4.0% $83.71 -0.5%
537 CIEN CIENA CORP Technology 964 $374K 0.00% NEW $388.23 +42.8%
538 ATRC ATRICURE INC Healthcare 13,080 $373K 0.00% NEW $28.53 -1.4%
539 PJUN INNOVATOR ETFS TRUST 8,905 $372K 0.00% -4K -31.8% $41.83 +3.5%
540 MGV VANGUARD WORLD FD 2,546 $369K 0.00% +99 +4.0% $144.95 +6.3%
541 TRNS TRANSCAT INC Industrials 5,000 $367K 0.00% $73.45 +5.3%
542 AEP AMERICAN ELEC PWR CO INC Utilities 2,789 $366K 0.00% +812 +41.1% $131.08 -4.5%
543 TLT ISHARES TR 4,174 $362K 0.00% $86.69 -3.5%
544 TSCO TRACTOR SUPPLY CO Consumer Cyclical 7,984 $362K 0.00% $45.30 -32.7%
545 DECK DECKERS OUTDOOR CORP Consumer Cyclical 3,577 $358K 0.00% +19 +0.5% $100.09 -5.1%
546 BDYN BLACKROCK ETF TRUST 14,727 $358K 0.00% +269 +1.9% $24.31 +11.5%
547 CUT INVESCO EXCH TRADED FD TR II 12,482 $358K 0.00% $28.65 -6.9%
548 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,291 $355K 0.00% $275.18 -3.6%
549 SPMO INVESCO EXCH TRADED FD TR II 3,166 $355K 0.00% NEW $112.12 +28.0%
550 TER TERADYNE INC Technology 1,192 $353K 0.00% NEW $296.46 +20.3%
551 UPS UNITED PARCEL SVCS INC Industrials 3,575 $352K 0.00% -300 -7.7% $98.37 +0.0%
552 MGEE MGE ENERGY INC Utilities 4,546 $351K 0.00% $77.29 -2.0%
553 C CITIGROUP INC Financial Services 3,080 $349K 0.00% +854 +38.4% $113.41 +8.8%
554 EUDG WISDOMTREE TR 9,561 $348K 0.00% $36.41 +2.8%
555 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 18,794 $348K 0.00% $18.49 +15.8%
556 VOE VANGUARD INDEX FDS 1,878 $346K 0.00% +37 +2.0% $184.31 +3.4%
557 AGX ARGAN INC Industrials 634 $345K 0.00% NEW $544.65 +32.6%
558 BKNG BOOKING HOLDINGS INC Consumer Cyclical 82 $345K 0.00% +23 +39.0% $4210.32 -96.3%
559 BOTZ GLOBAL X FDS 10,333 $343K 0.00% +2K +26.1% $33.22 +21.1%
560 AKRE PROFESIONALLY MANAGED PORTFO 6,492 $343K 0.00% $52.85 +0.5%
561 DTH WISDOMTREE TR 6,233 $337K 0.00% $54.09 +3.0%
562 IXN ISHARES TR 3,313 $331K 0.00% $99.97 +32.1%
563 XLB SELECT SECTOR SPDR TR 6,568 $328K 0.00% -508 -7.2% $49.97 +0.7%
564 REZ ISHARES TR 3,934 $327K 0.00% +425 +12.1% $83.20 +7.4%
565 AMX AMERICA MOVIL SAB DE CV Communication Services 12,840 $327K 0.00% $25.48 +4.4%
566 DTM DT MIDSTREAM INC Energy 2,392 $322K 0.00% -129 -5.1% $134.67 +10.0%
567 RPV INVESCO EXCHANGE TRADED FD T 2,989 $321K 0.00% -45 -1.5% $107.38 +2.9%
568 QEFA SPDR INDEX SHS FDS 3,419 $319K 0.00% $93.27 +2.8%
569 LRCX LAM RESEARCH CORP Technology 1,459 $312K 0.00% +97 +7.1% $213.66 +40.0%
570 RWX SPDR INDEX SHS FDS 11,631 $310K 0.00% $26.62 +2.0%
571 JMBS JANUS DETROIT STR TR 6,831 $309K 0.00% -94 -1.4% $45.18 -1.0%
572 BE BLOOM ENERGY CORP Industrials 2,249 $305K 0.00% NEW $135.49 +103.7%
573 STE STERIS PLC Healthcare 1,375 $304K 0.00% $221.13 -2.3%
574 VGLT VANGUARD SCOTTSDALE FDS 5,461 $302K 0.00% -897 -14.1% $55.36 -3.2%
575 MRVL MARVELL TECHNOLOGY INC Technology 3,046 $302K 0.00% +328 +12.1% $99.05 +84.3%
576 TRV TRAVELERS COMPANIES INC Financial Services 1,026 $299K 0.00% -102 -9.0% $291.68 +2.3%
577 SCHV SCHWAB STRATEGIC TR 9,806 $299K 0.00% +1K +17.9% $30.50 +6.8%
578 YUM YUM BRANDS INC Consumer Cyclical 1,915 $298K 0.00% $155.44 -3.1%
579 NIHI NEOS ETF TRUST 6,100 $297K 0.00% NEW $48.76 +4.0%
580 KLIC KULICKE & SOFFA INDS INC Technology 4,500 $296K 0.00% $65.72 +58.4%
581 CMCSA COMCAST CORP NEW Communication Services 10,289 $295K 0.00% -607 -5.6% $28.71 -13.8%
582 VRT VERTIV HOLDINGS CO Industrials 1,178 $295K 0.00% NEW $250.60 +50.1%
583 SHE SPDR SERIES TRUST 2,292 $293K 0.00% -40 -1.7% $127.81 +17.6%
584 ITA* ISHARES TR 1,333 $292K 0.00% +138 +11.6% $218.75
585 FHN FIRST HORIZON CORPORATION Financial Services 12,798 $291K 0.00% NEW $22.76 +4.2%
586 DVN DEVON ENERGY CORP NEW Energy 5,783 $291K 0.00% $50.32 -6.1%
587 IYE ISHARES TR 4,485 $291K 0.00% +92 +2.1% $64.77 -2.8%
588 IYG ISHARES TR 3,495 $290K 0.00% -24 -0.7% $82.84 +4.1%
589 SHV ISHARES TR 2,615 $289K 0.00% NEW $110.38 -0.1%
590 VCIT VANGUARD SCOTTSDALE FDS 3,474 $287K 0.00% NEW $82.74 -0.9%
591 AMP AMERIPRISE FINL INC Financial Services 643 $286K 0.00% $444.55 +5.8%
592 VV VANGUARD INDEX FDS 948 $283K 0.00% -9 -0.9% $298.85 +13.7%
593 PANW PALO ALTO NETWORKS INC Technology 1,766 $283K 0.00% -581 -24.8% $160.32 +48.6%
594 IYT ISHARES TR 3,774 $282K 0.00% $74.60 +7.3%
595 PSA PUBLIC STORAGE OPER CO Real Estate 1,032 $280K 0.00% NEW $270.89 +11.9%
596 PNOV INNOVATOR ETFS TRUST 6,823 $279K 0.00% -1K -13.6% $40.86 +7.2%
597 SPLV INVESCO EXCH TRADED FD TR II 3,775 $276K 0.00% -573 -13.2% $73.14 -1.1%
598 ESML ISHARES TR 5,842 $275K 0.00% +465 +8.7% $47.02 +8.4%
599 IGRO ISHARES TR 3,272 $274K 0.00% $83.78 +4.1%
600 BSCU INVESCO EXCH TRD SLF IDX FD 16,281 $272K 0.00% +4K +27.6% $16.72 -0.4%
601 IJK ISHARES TR 2,690 $271K 0.00% NEW $100.62 +9.7%
602 SHW SHERWIN WILLIAMS CO Basic Materials 844 $271K 0.00% -9 -1.1% $320.55 -3.5%
603 ED CONSOLIDATED EDISON INC Utilities 2,368 $268K 0.00% $113.18 -5.3%
604 SBUX STARBUCKS CORP Consumer Cyclical 2,986 $268K 0.00% +300 +11.2% $89.59 +18.8%
605 CLX CLOROX CO DEL Consumer Defensive 2,570 $266K 0.00% $103.63 -12.7%
606 CARR CARRIER GLOBAL CORPORATION Industrials 4,724 $266K 0.00% +686 +17.0% $56.31 +14.8%
607 EFV ISHARES TR 3,560 $265K 0.00% +229 +6.9% $74.34 +3.9%
608 FE FIRSTENERGY CORP Utilities 5,216 $264K 0.00% -142 -2.6% $50.66 -12.2%
609 SLB SLB LIMITED Energy 5,138 $264K 0.00% -85 -1.6% $51.39 +8.5%
610 IDU ISHARES TR 2,271 $264K 0.00% $116.09 -4.3%
611 NULG NUSHARES ETF TR 2,871 $261K 0.00% -212 -6.9% $90.94 +20.3%
612 ELD WISDOMTREE TR 9,343 $260K 0.00% -1K -10.5% $27.82 +2.5%
613 BP BP PLC Energy 5,529 $260K 0.00% NEW $47.00 -5.6%
614 QQEW FIRST TR EXCHANGE-TRADED FD 2,046 $260K 0.00% $126.99 +13.7%
615 ARTY ISHARES TR 5,569 $259K 0.00% NEW $46.53 +41.4%
616 CEG CONSTELLATION ENERGY CORP Utilities 923 $258K 0.00% NEW $279.17 -4.3%
617 SPLB SPDR SERIES TRUST 11,565 $257K 0.00% $22.22 -1.2%
618 VONE VANGUARD SCOTTSDALE FDS 865 $255K 0.00% $295.12 +12.8%
619 GIS GENERAL MILLS INC Consumer Defensive 6,737 $251K 0.00% $37.22 -11.0%
620 IMCG ISHARES TR 3,158 $249K 0.00% +61 +2.0% $78.77 +13.4%
621 LECO LINCOLN ELEC HLDGS INC Industrials 992 $247K 0.00% $249.08 +6.9%
622 QUS SPDR SERIES TRUST 1,427 $245K 0.00% $171.64 +7.0%
623 IXC ISHARES TR 4,235 $244K 0.00% NEW $57.60 -2.6%
624 ECL ECOLAB INC Basic Materials 911 $242K 0.00% +117 +14.7% $266.02 -6.4%
625 IGLB ISHARES TR 4,882 $242K 0.00% -3K -37.3% $49.63 -1.1%
626 VLO VALERO ENERGY CORP Energy 977 $241K 0.00% NEW $247.08 -0.9%
627 SCHW SCHWAB CHARLES CORP Financial Services 2,556 $240K 0.00% NEW $93.99 -4.8%
628 FAST FASTENAL CO Industrials 5,117 $237K 0.00% -784 -13.3% $46.40 -5.2%
629 IJT ISHARES TR 1,638 $237K 0.00% +120 +7.9% $144.68 +9.6%
630 USA LIBERTY ALL STAR EQUITY FD Financial Services 42,497 $236K 0.00% NEW $5.55 +3.2%
631 MEAR ISHARES U S ETF TR 4,664 $235K 0.00% NEW $50.34 -0.2%
632 UBER UBER TECHNOLOGIES INC Technology 3,264 $235K 0.00% -556 -14.6% $71.93 +3.8%
633 XAR SPDR SERIES TRUST 918 $233K 0.00% NEW $253.88 +2.6%
634 JTEK J P MORGAN EXCHANGE TRADED F 2,927 $233K 0.00% -333 -10.2% $79.54 +28.6%
635 VTES VANGUARD WELLINGTON FD 2,295 $232K 0.00% NEW $101.14 -0.4%
636 IGSB ISHARES TR 4,391 $231K 0.00% -303 -6.5% $52.56 -0.6%
637 RWL INVESCO EXCH TRADED FD TR II 2,008 $231K 0.00% NEW $114.91 +8.3%
638 VALU VALUE LINE INC Financial Services 6,500 $229K 0.00% $35.29 -4.9%
639 SYY SYSCO CORP Consumer Defensive 3,204 $229K 0.00% -200 -5.9% $71.33 +2.4%
640 HYMB SPDR SERIES TRUST 9,175 $228K 0.00% +1K +13.6% $24.80 +0.2%
641 DMXF ISHARES TR 2,991 $226K 0.00% $75.45 +6.9%
642 GDX VANECK ETF TRUST 2,457 $225K 0.00% $91.77 -4.8%
643 FMB FIRST TR EXCH TRADED FD III 4,443 $225K 0.00% +158 +3.7% $50.66 +0.3%
644 DUT MOODYS CORP 512 $223K 0.00% -36 -6.6% $436.25
645 XSVM INVESCO EXCHANGE TRADED FD T 3,705 $223K 0.00% -307K -98.8% $60.27 +6.5%
646 IXJ ISHARES TR 2,385 $223K 0.00% $93.54 -1.7%
647 SEIM SEI EXCHANGE TRADED FUNDS 4,880 $222K 0.00% +59 +1.2% $45.55 +14.2%
648 JXN JACKSON FINANCIAL INC Financial Services 2,093 $221K 0.00% $105.72 +5.3%
649 DELL DELL TECHNOLOGIES INC Technology 1,344 $221K 0.00% NEW $164.13 +51.0%
650 BDVL BLACKROCK ETF TRUST 8,946 $221K 0.00% $24.65 +4.7%
651 OEF ISHARES TR 691 $220K 0.00% +4 +0.6% $318.07 +16.1%
652 TREX TREX INC Industrials 6,005 $219K 0.00% $36.42 +6.0%
653 IVLU ISHARES TR 5,450 $216K 0.00% -2K -23.4% $39.68 +5.7%
654 GSK GSK PLC Healthcare 3,907 $216K 0.00% NEW $55.19 -7.7%
655 BSCT INVESCO EXCH TRD SLF IDX FD 11,539 $215K 0.00% NEW $18.66 -0.4%
656 SHEL SHELL PLC Energy 2,313 $215K 0.00% NEW $93.00 -9.1%
657 ADX ADAMS DIVERSIFIED EQUITY FD Financial Services 9,797 $214K 0.00% $21.89 +14.5%
658 QCLN FIRST TR EXCHANGE-TRADED FD 4,587 $213K 0.00% NEW $46.47 +31.7%
659 IHI ISHARES TR 3,989 $213K 0.00% $53.35 -9.2%
660 CGSM CAPITAL GRP FIXED INCM ETF T 8,091 $213K 0.00% -53K -86.8% $26.28 -0.1%
661 ODC OIL DRI CORP AMER Basic Materials 3,264 $212K 0.00% NEW $65.09 +20.3%
662 IMCB ISHARES TR 2,501 $209K 0.00% $83.41 +8.2%
663 ICLN ISHARES TR 11,363 $208K 0.00% $18.29 +19.1%
664 VRSN VERISIGN INC Technology 834 $207K 0.00% NEW $248.36 +18.0%
665 SPGI S&P GLOBAL INC Financial Services 486 $207K 0.00% +48 +11.0% $425.46 -5.1%
666 ZTS ZOETIS INC Healthcare 1,747 $207K 0.00% +125 +7.7% $118.21 -36.1%
667 ONTO ONTO INNOVATION INC Technology 1,000 $205K 0.00% NEW $205.07 +35.2%
668 ALL ALLSTATE CORP Financial Services 988 $205K 0.00% -440 -30.8% $207.36 +4.8%
669 RHP RYMAN HOSPITALITY PPTYS INC Real Estate 2,200 $203K 0.00% $92.27 +14.9%
670 WPC WP CAREY INC Real Estate 2,949 $200K 0.00% NEW $67.96 +8.4%
671 FPEI FIRST TR EXCH TRADED FD III 10,085 $192K 0.00% NEW $19.00 +1.2%
672 ABR ARBOR REALTY TRUST INC Real Estate 24,265 $187K 0.00% +6K +36.6% $7.71 -24.9%
673 F FORD MTR CO Consumer Cyclical 11,407 $132K 0.00% +127 +1.1% $11.54 +25.5%
674 LAES SEALSQ CORP Technology 39,664 $104K 0.00% $2.62 +17.9%
675 CRF CORNERSTONE TOTAL RETURN FD Financial Services 13,300 $92K 0.00% +633 +5.0% $6.95 +3.5%
676 CLM CORNERSTONE STRATEGIC INVEST Financial Services 10,016 $73K 0.00% $7.28 +4.0%
677 CELU CELULARITY INC Healthcare 49,983 $66K 0.00% $1.33 -39.2%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.8%
Financial Services 15.8%
Industrials 11.5%
Consumer Cyclical 9.2%
Healthcare 8.9%
Consumer Defensive 7.4%
Communication Services 5.7%
Energy 5.1%
Utilities 3.2%
Basic Materials 1.0%