| TRV / The Travelers Companies, Inc.
|
|
|
|
|
|
|
|
| FDS / FactSet Research Systems Inc.
|
|
|
|
|
|
|
|
| EOSE / Eos Energy Enterprises, Inc.
|
|
|
|
|
|
|
|
| EL / The Estée Lauder Companies Inc.
|
|
|
|
|
|
|
|
| DUK / Duke Energy Corporation
|
|
|
|
|
|
|
|
| WTRG / Essential Utilities, Inc.
|
|
|
|
|
|
|
|
| LNT / Alliant Energy Corporation
|
|
|
|
|
|
|
|
| CGTX / Cognition Therapeutics, Inc.
|
|
|
|
|
|
|
|
| DGRO / iShares Trust - iShares Core Dividend Growth ETF
|
|
|
|
|
|
|
|
| SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| IVE / iShares Trust - iShares S&P 500 Value ETF
|
|
|
|
|
|
|
|
| CMI / Cummins Inc.
|
|
|
|
|
|
|
|
| USTB / Victory Portfolios II - VictoryShares Short-Term Bond ETF
|
|
|
|
|
|
|
|
| SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
|
|
| SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
|
|
|
|
|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
| ESBA / Empire State Realty OP, L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| FSK / FS KKR Capital Corp.
|
|
|
|
|
|
|
|
| CARR / Carrier Global Corporation
|
|
|
|
|
|
|
|
| DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
|
|
|
|
|
|
|
|
| PFO / Flaherty & Crumrine Preferred Income Opportunity Fund Inc.
|
|
|
|
|
|
|
|
| DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
|
|
|
|
|
|
|
|
| IBTF / iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF
|
|
|
|
|
|
|
|
| ZION / Zions Bancorporation, National Association
|
|
|
|
|
|
|
|
| DFCA / Dimensional ETF Trust - Dimensional California Municipal Bond ETF
|
|
|
|
|
|
|
|
| TT / Trane Technologies plc
|
|
|
|
|
|
|
|
| ACWI / iShares Trust - iShares MSCI ACWI ETF
|
|
|
|
|
|
|
|
| PH / Parker-Hannifin Corporation
|
|
|
|
|
|
|
|
| IWN / iShares Trust - iShares Russell 2000 Value ETF
|
|
|
|
|
|
|
|
| ED / Consolidated Edison, Inc.
|
|
|
|
|
|
|
|
| SPHY / SPDR Series Trust - State Street SPDR Portfolio High Yield Bond ETF
|
|
|
|
|
|
|
|
| FNF / Fidelity National Financial, Inc.
|
|
|
|
|
|
|
|
| WPC / W. P. Carey Inc.
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| ADM / Archer-Daniels-Midland Company
|
|
|
|
|
|
|
|
| GD / General Dynamics Corporation
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
|
|
|
|
|
|
|
|
| VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| BFA / Brown-Forman Corp. - Class A
|
|
|
|
|
|
|
|
| IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
|
|
|
|
|
|
|
|
| ALL / The Allstate Corporation
|
|
|
|
|
|
|
|
| PYLD / PIMCO ETF Trust - PIMCO Multisector Bond Active Exchange-Traded Fund
|
|
|
|
|
|
|
|
| FI / Fiserv, Inc.
|
|
|
|
|
|
|
|
| IWB / iShares Trust - iShares Russell 1000 ETF
|
|
|
|
|
|
|
|
| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
|
|
| NVDA / NVIDIA Corporation
|
|
|
|
|
|
|
|
| NOC / Northrop Grumman Corporation
|
|
|
|
|
|
|
|
| DTE / DTE Energy Company
|
|
|
|
|
|
|
|
| IWY / iShares Trust - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
|
|
| ELV / Elevance Health, Inc.
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| DRI / Darden Restaurants, Inc.
|
|
|
|
|
|
|
|
| DE / Deere & Company
|
|
|
|
|
|
|
|
| AMP / Ameriprise Financial, Inc.
|
|
|
|
|
|
|
|
| OMER / Omeros Corporation
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| APO / Apollo Global Management, Inc.
|
|
|
|
|
|
|
|
| FG / F&G Annuities & Life, Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| DFNM / Dimensional ETF Trust - Dimensional National Municipal Bond ETF
|
|
|
|
|
|
|
|
| BDX / Becton, Dickinson and Company
|
|
|
|
|
|
|
|
| FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
|
|
|
|
|
|
|
|
| IWV / iShares Trust - iShares Russell 3000 ETF
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| IUSB / iShares Trust - iShares Core Universal USD Bond ETF
|
|
|
|
|
|
|
|
| EFV / iShares Trust - iShares MSCI EAFE Value ETF
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| LMT / Lockheed Martin Corporation
|
|
|
|
|
|
|
|
| EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
|
|
|
|
|
|
|
|
| MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
|
|
|
|
|
|
|
|
| SBUX / Starbucks Corporation
|
|
|
|
|
|
|
|
| GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
| DHI / D.R. Horton, Inc.
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| ES / Eversource Energy
|
|
|
|
|
|
|
|
| DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
|
|
| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| PFG / Principal Financial Group, Inc.
|
|
|
|
|
|
|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
| SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| BR / Broadridge Financial Solutions, Inc.
|
|
|
|
|
|
|
|
| SAP / SAP SE - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ITW / Illinois Tool Works Inc.
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| MLM / Martin Marietta Materials, Inc.
|
|
|
|
|
|
|
|
| AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
|
|
| BX / Blackstone Inc.
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
| SHW / The Sherwin-Williams Company
|
|
|
|
|
|
|
|
| PGEN / Precigen, Inc.
|
|
|
|
|
|
|
|
| SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
|
|
| EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
|
|
|
|
|
|
|
|
| NERV / Minerva Neurosciences, Inc.
|
|
|
|
|
|
|
|
| IBTG / iShares Trust - iShares iBonds Dec 2026 Term Treasury ETF
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| AVA / Avista Corporation
|
|
|
|
|
|
|
|
| VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
|
|
|
|
|
|
|
|
| UAL / United Airlines Holdings, Inc.
|
|
|
|
|
|
|
|
| SNPS / Synopsys, Inc.
|
|
|
|
|
|
|
|
| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
|
|
|
|
|
| DFSV / Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
|
|
| USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
|
|
|
|
|
|
|
|
| VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
|
|
|
|
|
|
|
|
| BK / The Bank of New York Mellon Corporation
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| WRB / W. R. Berkley Corporation
|
|
|
|
|
|
|
|
| TFC / Truist Financial Corporation
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| NFLX / Netflix, Inc.
|
|
|
|
|
|
|
|
| COST / Costco Wholesale Corporation
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| MO / Altria Group, Inc.
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| MCD / McDonald's Corporation
|
|
|
|
|
|
|
|
| CVS / CVS Health Corporation
|
|
|
|
|
|
|
|
| ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| PEG / Public Service Enterprise Group Incorporated
|
|
|
|
|
|
|
|
| LRCX / Lam Research Corporation
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| COF / Capital One Financial Corporation
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
| VLO / Valero Energy Corporation
|
|
|
|
|
|
|
|
| NEM / Newmont Corporation
|
|
|
|
|
|
|
|
| WST / West Pharmaceutical Services, Inc.
|
|
|
|
|
|
|
|
| SEIQ / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
|
|
|
|
|
|
|
|
| SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| SEIV / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Value Factor ETF
|
|
|
|
|
|
|
|
| KR / The Kroger Co.
|
|
|
|
|
|
|
|
| BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
|
|
|
|
|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
| AON / Aon plc
|
|
|
|
|
|
|
|
| US55303JAB26 / MGP Ingredients Inc
|
|
|
|
|
|
|
|
| HTRB / Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF
|
|
|
|
|
|
|
|
| GLDM / World Gold Trust - SPDR Gold MiniShares Trust
|
|
|
|
|
|
|
|
| DFGP / Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF
|
|
|
|
|
|
|
|
| EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
|
|
|
|
|
|
|
|
| AFL / Aflac Incorporated
|
|
|
|
|
|
|
|
| MTB / M&T Bank Corporation
|
|
|
|
|
|
|
|
| SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
|
|
|
|
|
|
|
|
| VST / Vistra Corp.
|
|
|
|
|
|
|
|
| MPT / Medical Properties Trust, Inc. Put
|
|
|
|
|
|
|
|
| STPZ / PIMCO ETF Trust - PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
|
|
|
|
|
|
|
|
| LEN / Lennar Corporation
|
|
|
|
|
|
|
|
| CEG / Constellation Energy Corporation
|
|
|
|
|
|
|
|
| PHYS / Sprott Physical Gold Trust
|
|
|
|
|
|
|
|
| UGI / UGI Corporation
|
|
|
|
|
|
|
|
| KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
| BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
|
|
|
|
|
|
|
|
| CMF / iShares Trust - iShares California Muni Bond ETF
|
|
|
|
|
|
|
|
| DFSI / Dimensional ETF Trust - Dimensional International Sustainability Core 1 ETF
|
|
|
|
|
|
|
|
| TTD / The Trade Desk, Inc.
|
|
|
|
|
|
|
|
| LIN / Linde plc
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
|
|
|
|
|
|
|
|
| VOOG / Vanguard Admiral Funds - Vanguard S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| DFIP / Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF
|
|
|
|
|
|
|
|
| DFSU / Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
|
|
| HCA / HCA Healthcare, Inc.
|
|
|
|
|
|
|
|
| SCHW / The Charles Schwab Corporation
|
|
|
|
|
|
|
|
| JSCP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Short Duration Core Plus ETF
|
|
|
|
|
|
|
|
| BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
|
|
|
|
|
|
|
|
| AVES / American Century ETF Trust - Avantis Emerging Markets Value ETF
|
|
|
|
|
|
|
|
| URI / United Rentals, Inc.
|
|
|
|
|
|
|
|
| IQV / IQVIA Holdings Inc.
|
|
|
|
|
|
|
|
| SEIM / SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Momentum Factor ETF
|
|
|
|
|
|
|
|
| EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
|
|
|
|
|
|
|
|
| CI / The Cigna Group
|
|
|
|
|
|
|
|
| IBIT / iShares Bitcoin Trust ETF
|
|
|
|
|
|
|
|
| GLPI / Gaming and Leisure Properties, Inc.
|
|
|
|
|
|
|
|
| HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
|
|
|
|
|
|
|
|
| SAIC / Science Applications International Corporation
|
|
|
|
|
|
|
|
| PCT / PureCycle Technologies, Inc.
|
|
|
|
|
|
|
|
| DFAR / Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
|
|
|
|
|
|
| LII / Lennox International Inc.
|
|
|
|
|
|
|
|
| VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
|
|
| BLD / TopBuild Corp.
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| XERS / Xeris Biopharma Holdings, Inc.
|
|
|
|
|
|
|
|
| VTHR / Vanguard Scottsdale Funds - Vanguard Russell 3000 ETF
|
|
|
|
|
|
|
|
| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| DAL / Delta Air Lines, Inc.
|
|
|
|
|
|
|
|
| VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
|
|
|
|
|
|
|
|
| GLD / SPDR Gold Shares
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
|
|
|
|
|
|
|
|
| NYF / iShares Trust - iShares New York Muni Bond ETF
|
|
|
|
|
|
|
|
| FELC / Fidelity Covington Trust - Fidelity Enhanced Large Cap Core ETF
|
|
|
|
|
|
|
|
| ZM / Zoom Communications, Inc.
|
|
|
|
|
|
|
|
| IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
|
|
|
|
|
|
|
|
| DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
|
|
| ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| AVGE / American Century ETF Trust - Avantis All Equity Markets ETF
|
|
|
|
|
|
|
|
| BBAG / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
|
|
|
|
|
|
|
|
| GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
|
|
|
|
|
|
|
|
| BSVO / EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
|
|
|
|
|
|
|
|
| DFIV / Dimensional ETF Trust - Dimensional International Value ETF
|
|
|
|
|
|
|
|
| HYGH / iShares U.S. ETF Trust - iShares Interest Rate Hedged High Yield Bond ETF
|
|
|
|
|
|
|
|
| GDX / VanEck ETF Trust - VanEck Gold Miners ETF
|
|
|
|
|
|
|
|
| AYI / Acuity Inc.
|
|
|
|
|
|
|
|
| RWO / SPDR Index Shares Funds - State Street SPDR Dow Jones Global Real Estate ETF
|
|
|
|
|
|
|
|
| CB / Chubb Limited
|
|
|
|
|
|
|
|
| AVRE / American Century ETF Trust - Avantis Real Estate ETF
|
|
|
|
|
|
|
|
| PCAR / PACCAR Inc
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
| IBTK / iShares Trust - iShares iBonds Dec 2030 Term Treasury ETF
|
|
|
|
|
|
|
|
| VSDA / Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
|
|
|
|
|
|
|
| TIP / iShares Trust - iShares TIPS Bond ETF
|
|
|
|
|
|
|
|
| VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
|
|
|
|
|
|
|
|
| BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
|
|
|
|
|
|
|
|
| IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
|
|
| LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| AEM / Agnico Eagle Mines Limited
|
|
|
|
|
|
|
|
| PNC / The PNC Financial Services Group, Inc.
|
|
|
|
|
|
|
|
| JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
|
|
|
|
|
|
|
|
| PFF / iShares Trust - iShares Preferred and Income Securities ETF
|
|
|
|
|
|
|
|
| JCPB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
|
|
|
|
|
|
|
|
| GSSC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
|
|
|
|
|
|
|
|
| SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
|
|
|
|
|
|
|
|
| ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| HSCZ / iShares Trust - iShares Currency Hedged MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
|
|
| VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
|
|
|
|
|
|
|
|
| VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
|
|
|
|
|
|
|
|
| AVIG / American Century ETF Trust - Avantis Core Fixed Income ETF
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| OEF / iShares Trust - iShares S&P 100 ETF
|
|
|
|
|
|
|
|
| VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
|
|
|
|
|
|
|
|
| VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
|
|
|
|
|
|
|
| MOFG / MidWestOne Financial Group, Inc.
|
|
|
|
|
|
|
|
| SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
|
|
|
|
|
|
|
|
| US12685JAG04 / CONV. NOTE
|
|
|
|
|
|
|
|
| XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
|
|
|
| BILL / BILL Holdings, Inc.
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
|
|
| USB / U.S. Bancorp
|
|
|
|
|
|
|
|
| DECK / Deckers Outdoor Corporation
|
|
|
|
|
|
|
|
| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
|
|
| VPU / Vanguard World Fund - Vanguard Utilities ETF
|
|
|
|
|
|
|
|
| BLK / BlackRock, Inc.
|
|
|
|
|
|
|
|
| SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| VHT / Vanguard World Fund - Vanguard Health Care ETF
|
|
|
|
|
|
|
|
| SEIE / SEI Exchange Traded Funds - SEI Select International Equity ETF
|
|
|
|
|
|
|
|
| AVSF / American Century ETF Trust - Avantis Short-Term Fixed Income ETF
|
|
|
|
|
|
|
|
| MS / Morgan Stanley
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
| VXF / Vanguard Index Funds - Vanguard Extended Market ETF
|
|
|
|
|
|
|
|
| SILJ / Amplify ETF Trust - Amplify Junior Silver Miners ETF
|
|
|
|
|
|
|
|
| DOCS / Doximity, Inc.
|
|
|
|
|
|
|
|
| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| WELL / Welltower Inc.
|
|
|
|
|
|
|
|
| LDOS / Leidos Holdings, Inc.
|
|
|
|
|
|
|
|
| IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
|
|
|
|
|
|
|
|
| PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| GWX / SPDR Index Shares Funds - State Street SPDR S&P International Small Cap ETF
|
|
|
|
|
|
|
|
| MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
|
|
|
|
|
|
|
|
| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| J / Jacobs Solutions Inc.
|
|
|
|
|
|
|
|
| EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
|
|
|
|
|
|
|
|
| FDX / FedEx Corporation
|
|
|
|
|
|
|
|
| GEV / GE Vernova Inc.
|
|
|
|
|
|
|
|
| MGC / Vanguard World Fund - Vanguard Mega Cap ETF
|
|
|
|
|
|
|
|
| SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
|
|
| SLI / Standard Lithium Ltd.
|
|
|
|
|
|
|
|
| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
|
|
|
|
|
|
|
|
| REAX / The Real Brokerage Inc.
|
|
|
|
|
|
|
|
| APH / Amphenol Corporation
|
|
|
|
|
|
|
|
| AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| AMD / Advanced Micro Devices, Inc.
|
|
|
|
|
|
|
|
| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
|
|
|
|
|
|
|
|
| VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
|
|
|
|
|
|
|
|
| MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
|
|
|
|
|
|
|
|
| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| EWX / SPDR Index Shares Funds - State Street SPDR S&P Emerging Markets Small Cap ETF
|
|
|
|
|
|
|
|
| VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
|
|
|
|
|
|
|
|
| SMMU / PIMCO ETF Trust - PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
|
|
|
|
|
|
|
|
| GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
|
|
|
|
|
|
|
|
| OMFS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000 Dynamic Multifactor ETF
|
|
|
|
|
|
|
|
| AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
|
|
|
|
|
|
|
|
| BSCV / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2031 Corporate Bond ETF
|
|
|
|
|
|
|
|
| HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
|
|
|
|
|
|
|
|
| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
|
|
|
|
|
|
|
|
| ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
|
|
|
|
|
|
|
|
| BKNG / Booking Holdings Inc.
|
|
|
|
|
|
|
|
| EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
|
|
|
|
|
|
|
|
| ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
|
|
|
|
|
|
|
|
| BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
|
|
|
|
|
|
|
|
| ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
|
|
|
|
|
|
|
|
| ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
|
|
|
|
|
|
|
| ROK / Rockwell Automation, Inc.
|
|
|
|
|
|
|
|
| IYR / iShares Trust - iShares U.S. Real Estate ETF
|
|
|
|
|
|
|
|
| DUSB / Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF
|
|
|
|
|
|
|
|
| JPIB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Bond Opportunities ETF
|
|
|
|
|
|
|
|
| AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
|
|
|
|
|
|
|
|
| SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| JPME / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| BA / The Boeing Company
|
|
|
|
|
|
|
|
| VGSR / Manager Directed Portfolios - Vert Global Sustainable Real Estate ETF
|
|
|
|
|
|
|
|
| AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
|
|
|
|
|
|
|
|
| DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
|
|
|
|
|
|
|
|
| APD / Air Products and Chemicals, Inc.
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
|
|
|
| BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
| DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
|
|
|
|
|
|
|
|
| SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| MPT / Medical Properties Trust, Inc.
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| AVDE / American Century ETF Trust - Avantis International Equity ETF
|
|
|
|
|
|
|
|
| DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
|
|
|
|
|
|
|
|
| MCK / McKesson Corporation
|
|
|
|
|
|
|
|
| DFGX / Dimensional ETF Trust - Dimensional International Core Fixed Income ETF
|
|
|
|
|
|
|
|
| SPY / State Street SPDR S&P 500 ETF Trust
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| VBIL / Vanguard Institutional Index Funds - Vanguard 0-3 Month Treasury Bill ETF
|
|
|
|
|
|
|
|
| EW / Edwards Lifesciences Corporation
|
|
|
|
|
|
|
|
| CMCSA / Comcast Corporation
|
|
|
|
|
|
|
|
| SHEL / Shell plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BSCU / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2030 Corporate Bond ETF
|
|
|
|
|
|
|
|
| BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
|
|
|
|
|
|
|
|
| DFSE / Dimensional ETF Trust - Dimensional Emerging Markets Sustainability Core 1 ETF
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| PSX / Phillips 66
|
|
|
|
|
|
|
|
| DHR / Danaher Corporation
|
|
|
|
|
|
|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
| GS / The Goldman Sachs Group, Inc.
|
|
|
|
|
|
|
|
| VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
|
|
|
|
|
|
|
|
| IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| DXUV / Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
|
|
| GLW / Corning Incorporated
|
|
|
|
|
|
|
|
| BXMX / Nuveen S&P 500 Buy-Write Income Fund
|
|
|
|
|
|
|
|
| BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
|
|
|
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| F / Ford Motor Company
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| PRU / Prudential Financial, Inc.
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| VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
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| AMZN / Amazon.com, Inc.
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| CVX / Chevron Corporation
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| SHM / SPDR Series Trust - State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
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| ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
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| TJX / The TJX Companies, Inc.
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| IBTJ / iShares Trust - iShares iBonds Dec 2029 Term Treasury ETF
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| HSY / The Hershey Company
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| AVXC / American Century ETF Trust - Avantis Emerging Markets ex-China Equity ETF
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| IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
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| JNK / SPDR Series Trust - State Street SPDR Bloomberg High Yield Bond ETF
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| DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
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| DIHP / Dimensional ETF Trust - Dimensional International High Profitability ETF
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| STN / Stantec Inc.
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| C / Citigroup Inc.
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| BSCS / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2028 Corporate Bond ETF
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| VTEC / Vanguard California Tax-Free Funds - Vanguard California Tax-Exempt Bond ETF
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| SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
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| DFGR / Dimensional ETF Trust - Dimensional Global Real Estate ETF
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| OXY / Occidental Petroleum Corporation
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| OLED / Universal Display Corporation
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| VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
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| XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
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| DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
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| PLG / Platinum Group Metals Ltd.
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| SCHF / Schwab Strategic Trust - Schwab International Equity ETF
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| WMT / Walmart Inc.
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| DCOR / Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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| UNH / UnitedHealth Group Incorporated
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| COR / Cencora, Inc.
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| WMB / The Williams Companies, Inc.
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| IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
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| PFFD / Global X Funds - Global X U.S. Preferred ETF
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| IVW / iShares Trust - iShares S&P 500 Growth ETF
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| AVXL / Anavex Life Sciences Corp.
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| USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
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| DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
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| DFAX / Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF
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| CTVA / Corteva, Inc.
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| VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
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| DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
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| PSLV / Sprott Physical Silver Trust
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| MUB / iShares Trust - iShares National Muni Bond ETF
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| CLDX / Celldex Therapeutics, Inc.
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| XLSR / SSGA Active Trust - State Street US Sector Rotation ETF
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| WPM / Wheaton Precious Metals Corp.
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| EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
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| IBTI / iShares Trust - iShares iBonds Dec 2028 Term Treasury ETF
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| SGI / Somnigroup International Inc.
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| KKR / KKR & Co. Inc.
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| IBTH / iShares Trust - iShares iBonds Dec 2027 Term Treasury ETF
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| AVGO / Broadcom Inc.
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| QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
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| REET / iShares Trust - iShares Global REIT ETF
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| SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
|
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| VZ / Verizon Communications Inc.
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| PHM / PulteGroup, Inc.
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| EMR / Emerson Electric Co.
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| DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
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| DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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| IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
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| DFCF / Dimensional ETF Trust - Dimensional Core Fixed Income ETF
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| OMFL / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000 Dynamic Multifactor ETF
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| DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
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| DFAW / Dimensional ETF Trust - Dimensional World Equity ETF
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| SOXX / iShares Trust - iShares Semiconductor ETF
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| ARKK / ARK ETF Trust - ARK Innovation ETF
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| XOM / Exxon Mobil Corporation
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
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| DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
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| PG / The Procter & Gamble Company
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| EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
|
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| MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
|
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| VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
|
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| BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
|
|
|
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| IAU / iShares Gold Trust
|
|
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|
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| PLTR / Palantir Technologies Inc.
|
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| VEEV / Veeva Systems Inc.
|
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| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
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| DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
|
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| MAR / Marriott International, Inc.
|
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|
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| SEEM / SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF
|
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| SEIS / SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
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| SRE / Sempra
|
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| STRL / Sterling Infrastructure, Inc.
|
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| IVV / iShares Trust - iShares Core S&P 500 ETF
|
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| MU / Micron Technology, Inc.
|
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| AEP / American Electric Power Company, Inc.
|
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| SLV / iShares Silver Trust
|
|
|
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|
|
|
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| IMTM / iShares Trust - iShares MSCI Intl Momentum Factor ETF
|
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|
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| TDB / The Toronto-Dominion Bank
|
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.
