Market Value222,470
Total Holdings813
File Date2025-05-05
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
APTV / Aptiv PLC
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
NSIT / Insight Enterprises, Inc.
IXC / iShares Trust - iShares Global Energy ETF
KO / The Coca-Cola Company
PWR / Quanta Services, Inc.
CMCS.A / Comcast Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
MRP / Millrose Properties, Inc.
GOOD / Gladstone Commercial Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
PCAR / PACCAR Inc
NOC / Northrop Grumman Corporation
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap Core ETF
ALB / Albemarle Corporation
HON / Honeywell International Inc.
MSTR / Strategy Inc
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
F / Ford Motor Company
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
SOLV / Solventum Corporation
GNOM / Global X Funds - Global X Genomics & Biotechnology ETF
GXO / GXO Logistics, Inc.
OLN / Olin Corporation
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
ETD / Ethan Allen Interiors Inc.
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July
GEAR / Revelyst, Inc.
TT / Trane Technologies plc
CENT / Central Garden & Pet Company
ZBH / Zimmer Biomet Holdings, Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
VKTX / Viking Therapeutics, Inc.
VDE / Vanguard World Fund - Vanguard Energy ETF
EOG / EOG Resources, Inc.
ELV / Elevance Health, Inc.
SYK / Stryker Corporation
O / Realty Income Corporation
BRK.A / Berkshire Hathaway Inc.
SCHW / The Charles Schwab Corporation
AGNC / AGNC Investment Corp.
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
TTEK / Tetra Tech, Inc.
EA / Electronic Arts Inc.
IYF / iShares Trust - iShares U.S. Financials ETF
UPS / United Parcel Service, Inc.
IDU / iShares Trust - iShares U.S. Utilities ETF
P / Everpure, Inc.
AWP / abrdn Global Premier Properties Fund
SDIV / Global X Funds - Global X SuperDividend ETF
EVV / Eaton Vance Limited Duration Income Fund
THQ / Abrdn Healthcare Opportunities Fund
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
PODD * / Insulet Corporation
GAB / The Gabelli Equity Trust Inc.
URI / United Rentals, Inc.
ARTNA / Artesian Resources Corporation
IYH / iShares Trust - iShares U.S. Healthcare ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
FTRE / Fortrea Holdings Inc.
EXE / Expand Energy Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
DAL / Delta Air Lines, Inc.
WBA / Walgreens Boots Alliance, Inc.
0KQK / ProShares Trust - ProShares Ultra Financials
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
BWXT / BWX Technologies, Inc.
MYLD / Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
WTRG / Essential Utilities, Inc.
ALAB / Astera Labs, Inc.
GMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
NXPI / NXP Semiconductors N.V.
COPX / Global X Funds - Global X Copper Miners ETF
BFB / Brown-Forman Corp. - Class B
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
GAUG / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - August
HLN / Haleon plc - Depositary Receipt (Common Stock)
CARR / Carrier Global Corporation
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
INVH / Invitation Homes Inc.
GPN / Global Payments Inc.
TBLU / Tortoise Capital Series Trust - Tortoise Global Water ETF
APLD / Applied Digital Corporation
ARISTA NETWORKS INC / Call (7570069EY)
BROADCOM INC / Call (7591139MI)
CELESTICA INC / Call (7686129XT)
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
HIMS &HERS HEALTH INC / Call (7207679XX)
INNODATA INC / Call (7528809MM)
INTEL CORP / Call (6952359WU)
INTERACTIVE BROKERS GROUP IN / Call (7525099CY)
META PLATFORMS INC / Call (7002199XX)
NVIDIA CORPORATION / Call (7526379MK)
NVIDIA CORPORATION / Call (7649019RR)
PALANTIR TECHNOLOGIES INC / Call (7439699QQ)
SUPER MICRO COMPUTER INC / Call (7493209SM)
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
NTR / Nutrien Ltd.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
BSM / Black Stone Minerals, L.P. - Limited Partnership
IWD / iShares Trust - iShares Russell 1000 Value ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
ALPHABET INC / Call (7584109KG)
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
LCID / Lucid Group, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
ROP / Roper Technologies, Inc.
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
IYW / iShares Trust - iShares U.S. Technology ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
CNP / CenterPoint Energy, Inc.
MO / Altria Group, Inc.
RCL / Royal Caribbean Cruises Ltd.
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
PBUS / Invesco Exchange-Traded Fund Trust II - Invesco MSCI USA ETF
PH / Parker-Hannifin Corporation
SNPS / Synopsys, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
TFI / SPDR Series Trust - State Street SPDR Nuveen ICE Municipal Bond ETF
IEV / iShares Trust - iShares Europe ETF
AMAT / Applied Materials, Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
AI / C3.ai, Inc.
NOW / ServiceNow, Inc.
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
JCI / Johnson Controls International plc
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
SNDK / Sandisk Corporation
SMCI / Super Micro Computer, Inc.
ADBE / Adobe Inc.
APP / AppLovin Corporation
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
RTX / RTX Corporation
NFLX / Netflix, Inc.
SNA / Snap-on Incorporated
PLTR / Palantir Technologies Inc.
BLK / BlackRock, Inc.
ANET / Arista Networks, Inc.
SOFI / SoFi Technologies, Inc.
IXJ / iShares Trust - iShares Global Healthcare ETF
GLD / SPDR Gold Shares
GEV / GE Vernova Inc.
COIN / Coinbase Global, Inc.
CRM / Salesforce, Inc.
AAPL / Apple Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
XSD / SPDR Series Trust - State Street SPDR S&P Semiconductor ETF
DLR / Digital Realty Trust, Inc.
GLW / Corning Incorporated
AGZ / iShares Trust - iShares Agency Bond ETF
CMI / Cummins Inc.
SPGI / S&P Global Inc.
SLV / iShares Silver Trust
VST / Vistra Corp.
UNP / Union Pacific Corporation
ENFFF / Enbridge Inc. - Preferred Security
DXYZ / Destiny Tech100 Inc.
PFBC / Preferred Bank
BSX / Boston Scientific Corporation
STWD / Starwood Property Trust, Inc.
MCHP / Microchip Technology Incorporated
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
IDV / iShares Trust - iShares International Select Dividend ETF
FMC / FMC Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
WMB / The Williams Companies, Inc.
QQQ / Invesco QQQ Trust, Series 1
COST / Costco Wholesale Corporation
MET / MetLife, Inc.
META / Meta Platforms, Inc.
TSCO / Tractor Supply Company
CVS / CVS Health Corporation
ETN / Eaton Corporation plc
DD / DuPont de Nemours, Inc.
APD / Air Products and Chemicals, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
RSG / Republic Services, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
TWLO / Twilio Inc.
MCK / McKesson Corporation
ZTS / Zoetis Inc.
HYGV / FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund
BAUS / The Boeing Company
AMBA / Ambarella, Inc.
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
GLAD / Gladstone Capital Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PDT / John Hancock Premium Dividend Fund
JFR / Nuveen Floating Rate Income Fund
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
TXN / Texas Instruments Incorporated
IRM / Iron Mountain Incorporated
SLB / SLB N.V.
EXC / Exelon Corporation
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
PSX / Phillips 66
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
VRT / Vertiv Holdings Co
COP / ConocoPhillips
HBAN / Huntington Bancshares Incorporated
BX / Blackstone Inc.
CHPT / ChargePoint Holdings, Inc.
YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Moderate Buffer ETF - June
WST / West Pharmaceutical Services, Inc.
CF / CF Industries Holdings, Inc.
CSX / CSX Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
CL / Colgate-Palmolive Company
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
OGN / Organon & Co.
APO / Apollo Global Management, Inc.
PKG / Packaging Corporation of America
BDX / Becton, Dickinson and Company
WMT / Walmart Inc.
HELE / Helen of Troy Limited
MPC / Marathon Petroleum Corporation
XYL / Xylem Inc.
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
WY / Weyerhaeuser Company
NNOX / Nano-X Imaging Ltd.
VSH / Vishay Intertechnology, Inc.
UNFI / United Natural Foods, Inc.
DTCR / Global X Funds - Global X Data Center & Digital Infrastructure ETF
SERV / Serve Robotics Inc.
CCEPL / Coca-Cola Europacific Partners PLC
CTSH / Cognizant Technology Solutions Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
CTRA / Coterra Energy Inc.
SMR / NuScale Power Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
MSTU / ETF Opportunities Trust - T-Rex 2X Long MSTR Daily Target ETF
IEP / Icahn Enterprises L.P.
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
BR / Broadridge Financial Solutions, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
INDI / indie Semiconductor, Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
USA / Liberty All-Star Equity Fund
WDC / Western Digital Corporation
BAP / Credicorp Ltd.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
STBA / S&T Bancorp, Inc.
KLAC / KLA Corporation
GWW / W.W. Grainger, Inc.
ARKK / ARK ETF Trust - ARK Innovation ETF
FULT / Fulton Financial Corporation
IGA / Voya Global Advantage and Premium Opportunity Fund
VAAPX / Vanguard Asset Allocation Fund
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
PHM / PulteGroup, Inc.
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ASTS / AST SpaceMobile, Inc.
IBIT / iShares Bitcoin Trust ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
CERT / Certara, Inc.
MMX / Martin Marietta Materials, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
FCX / Freeport-McMoRan Inc.
EW / Edwards Lifesciences Corporation
FLEX / Flex Ltd.
USB / U.S. Bancorp
QCJL / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Conservative Buffer ETF - July
NGG / National Grid plc - Depositary Receipt (Common Stock)
OSK / Oshkosh Corporation
X / United States Steel Corporation
CGGR / Capital Group Growth ETF
CPNG / Coupang, Inc.
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
EVG / Eaton Vance Short Duration Diversified Income Fund
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
LAZ / Lazard, Inc.
SLX / VanEck ETF Trust - VanEck Steel ETF
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
LVS / Las Vegas Sands Corp.
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
DECK / Deckers Outdoor Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
GM / General Motors Company
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
IDCC / InterDigital, Inc.
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
DOGG / First Trust Exchange-Traded Fund IV - FT Vest DJIA Dogs 10 Target Income ETF
SYFI / AB Active ETFs, Inc. - AB Short Duration High Yield ETF
HUBS / HubSpot, Inc.
IGD / Voya Global Equity Dividend and Premium Opportunity Fund
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
SSO / ProShares Trust - ProShares Ultra S&P500
CEIX / CONSOL Energy Inc.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
GOLD / Gold.com, Inc.
RXRX / Recursion Pharmaceuticals, Inc.
ACN / Accenture plc
DDM / ProShares Trust - ProShares Ultra Dow30
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May
GGOV / Blackrock ETF Trust II - iShares Global Government Bond USD Hedged Active ETF
ESTC / Elastic N.V.
ZIMV / ZimVie Inc.
FNF / Fidelity National Financial, Inc.
U / Unity Software Inc.
LDOS / Leidos Holdings, Inc.
TDOC / Teladoc Health, Inc.
GOOGL / Alphabet Inc.
GD / General Dynamics Corporation
AMD / Advanced Micro Devices, Inc.
TSLA / Tesla, Inc.
GE / General Electric Company
SBUX / Starbucks Corporation
NVDA / NVIDIA Corporation
MU / Micron Technology, Inc.
AJG / Arthur J. Gallagher & Co.
MDLZ / Mondelez International, Inc.
MDT / Medtronic plc
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
SOUN / SoundHound AI, Inc.
BALL / Ball Corporation
FDX / FedEx Corporation
YUM / Yum! Brands, Inc.
MSFT / Microsoft Corporation
IONQ / IonQ, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
HIMS / Hims & Hers Health, Inc.
GEHC / GE HealthCare Technologies Inc.
ROKU / Roku, Inc.
HD / The Home Depot, Inc.
V / Visa Inc.
IOVA / Iovance Biotherapeutics, Inc.
ABBV / AbbVie Inc.
PYPL / PayPal Holdings, Inc.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
INTC / Intel Corporation
C / Citigroup Inc.
GEN / Gen Digital Inc.
BUFB / Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF
BMY / Bristol-Myers Squibb Company
QPFF / American Century ETF Trust - American Century Quality Preferred ETF
XOM / Exxon Mobil Corporation
UBER / Uber Technologies, Inc.
CAT / Caterpillar Inc.
CVX / Chevron Corporation
PATH / UiPath, Inc.
NKE / NIKE, Inc.
PANW / Palo Alto Networks, Inc.
LUV / Southwest Airlines Co.
NEM / Newmont Corporation
CRWD / CrowdStrike Holdings, Inc.
ONLN / ProShares Trust - ProShares Online Retail ETF
IBM / International Business Machines Corporation
CCJ / Cameco Corporation
AMZN / Amazon.com, Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
FE / FirstEnergy Corp.
DE / Deere & Company
MRVL / Marvell Technology, Inc.
PEP / PepsiCo, Inc.
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
PRU / Prudential Financial, Inc.
MELI / MercadoLibre, Inc.
OHI / Omega Healthcare Investors, Inc.
AMT / American Tower Corporation
AVGO / Broadcom Inc.
IBB / iShares Trust - iShares Biotechnology ETF
LIN / Linde plc
PFE / Pfizer Inc.
RGTI / Rigetti Computing, Inc.
ALK / Alaska Air Group, Inc.
ORCL / Oracle Corporation
CRDO / Credo Technology Group Holding Ltd
RMD / ResMed Inc.
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
CXW / CoreCivic, Inc.
FOLD / Amicus Therapeutics, Inc.
YUMC / Yum China Holdings, Inc.
MRK / Merck & Co., Inc.
NVCR / NovoCure Limited
SHW / The Sherwin-Williams Company
SEZL / Sezzle Inc.
DVAX / Dynavax Technologies Corporation
WDAY / Workday, Inc.
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
LULU / lululemon athletica inc.
FTV / Fortive Corporation
MANU / Manchester United plc
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
TMUS / T-Mobile US, Inc.
BAC / Bank of America Corporation
TRV / The Travelers Companies, Inc.
QCOM / QUALCOMM Incorporated
PBI / Pitney Bowes Inc.
X88 / Canadian Pacific Kansas City Limited
SJM / The J. M. Smucker Company
KHC / The Kraft Heinz Company
DOW / Dow Inc.
CRSP / CRISPR Therapeutics AG
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
KKR / KKR & Co. Inc.
AZO / AutoZone, Inc.
VZ / Verizon Communications Inc.
ROK / Rockwell Automation, Inc.
PSA / Public Storage
JPM / JPMorgan Chase & Co.
GOF / Guggenheim Strategic Opportunities Fund
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
LLY / Eli Lilly and Company
WELL / Welltower Inc.
DIS / The Walt Disney Company
MNDY / monday.com Ltd.
OSUR / OraSure Technologies, Inc.
JOBY / Joby Aviation, Inc.
PM / Philip Morris International Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
DLTR / Dollar Tree, Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
CSCO / Cisco Systems, Inc.
DG / Dollar General Corporation
PINS / Pinterest, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
PAWZ / ProShares Trust - ProShares Pet Care ETF
TDG / TransDigm Group Incorporated
AEE / Ameren Corporation
HAL / Halliburton Company
BHE / Benchmark Electronics, Inc.
ITW / Illinois Tool Works Inc.
D / Dominion Energy, Inc.
SCY / Stratasys Ltd.
QUBT / Quantum Computing Inc.
GTX / Garrett Motion Inc.
SPY / State Street SPDR S&P 500 ETF Trust
DUK / Duke Energy Corporation
IBKR / Interactive Brokers Group, Inc.
AMP / Ameriprise Financial, Inc.
WM / Waste Management, Inc.
TECH / Bio-Techne Corporation
0HBQ / Akamai Technologies, Inc.
DXCM / DexCom, Inc.
EMR / Emerson Electric Co.
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
CMG / Chipotle Mexican Grill, Inc.
TMO / Thermo Fisher Scientific Inc.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
SOXX / iShares Trust - iShares Semiconductor ETF
LTH / Life Time Group Holdings, Inc.
AWK / American Water Works Company, Inc.
MA / Mastercard Incorporated
HIG / The Hartford Insurance Group, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
KR / The Kroger Co.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
LOW / Lowe's Companies, Inc.
NNN / NNN REIT, Inc.
LMT / Lockheed Martin Corporation
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
STX / Seagate Technology Holdings plc
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SYY / Sysco Corporation
HSY / The Hershey Company
EL / The Estée Lauder Companies Inc.
ABT / Abbott Laboratories
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
TGT / Target Corporation
NSC / Norfolk Southern Corporation
PLD / Prologis, Inc.
MS / Morgan Stanley
LRCX / Lam Research Corporation
LNG / Cheniere Energy, Inc.
MSI / Motorola Solutions, Inc.
GOOS / Canada Goose Holdings Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
BKR / Baker Hughes Company
SNOW / Snowflake Inc.
T / AT&T Inc.
DHR / Danaher Corporation
ALCZ / Alcon Inc.
OTIS / Otis Worldwide Corporation
LH / Labcorp Holdings Inc.
RITM / Rithm Capital Corp.
CCI / Crown Castle Inc.
DOV / Dover Corporation
SEIC / SEI Investments Company
DELL / Dell Technologies Inc.
QSR / Restaurant Brands International Inc.
GILD / Gilead Sciences, Inc.
BLOK / Amplify ETF Trust - Amplify Blockchain Technology ETF
SHEL / Shell plc - Depositary Receipt (Common Stock)
NEE / NextEra Energy, Inc.
EQT / EQT Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
GOOG / Alphabet Inc.
AIZ / Assurant, Inc.
CTAS / Cintas Corporation
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
FIS / Fidelity National Information Services, Inc.
AMGN / Amgen Inc.
NLY / Annaly Capital Management, Inc.
EQR / Equity Residential
VFH / Vanguard World Fund - Vanguard Financials ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
MNST / Monster Beverage Corporation
HUM / Humana Inc.
DHI / D.R. Horton, Inc.
HOG / Harley-Davidson, Inc.
ISRG / Intuitive Surgical, Inc.
ABSI / Absci Corporation
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
BK / The Bank of New York Mellon Corporation
DOC / Healthpeak Properties, Inc.
JHG / Janus Henderson Group plc
EME / EMCOR Group, Inc.
PFG / Principal Financial Group, Inc.
CAG / Conagra Brands, Inc.
MTB / M&T Bank Corporation
EQIX / Equinix, Inc.
SGH / SMART Global Holdings, Inc.
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
GTN / Gray Media, Inc.
LW / Lamb Weston Holdings, Inc.
TOL / Toll Brothers, Inc.
BKN / The Bank of Nova Scotia
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
UNH / UnitedHealth Group Incorporated
SHOP / Shopify Inc.
INTU / Intuit Inc.
CTVA / Corteva, Inc.
NET / Cloudflare, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
CNI / Canadian National Railway Company
HWMCL / Howmet Aerospace Inc.
AXP / American Express Company
IPG / The Interpublic Group of Companies, Inc.
KD / Kyndryl Holdings, Inc.
DFS / Discover Financial Services
SPYM / SPDR Series Trust - State Street SPDR Portfolio S&P 500 ETF
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
FRBA / First Bank
MMC / Marsh & McLennan Companies, Inc.
TFC / Truist Financial Corporation
ICE / Intercontinental Exchange, Inc.
AEP / American Electric Power Company, Inc.
VBIL / Vanguard Institutional Index Funds - Vanguard 0-3 Month Treasury Bill ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
ALL / The Allstate Corporation
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
PNC / The PNC Financial Services Group, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
VERSX / Vanguard Emerging Markets Stock Index Fund
LNT / Alliant Energy Corporation
THS / TreeHouse Foods, Inc.
SWK / Stanley Black & Decker, Inc.
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
PEG / Public Service Enterprise Group Incorporated
NUE / Nucor Corporation
VLO / Valero Energy Corporation
PTON / Peloton Interactive, Inc.
MKC / McCormick & Company, Incorporated
ENPH / Enphase Energy, Inc.
WEN / The Wendy's Company
HOOD / Robinhood Markets, Inc.
ADSK / Autodesk, Inc.
MAR / Marriott International, Inc.
CHTR / Charter Communications, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
EXAS / Exact Sciences Corporation
HPQ / HP Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
IXN / iShares Trust - iShares Global Tech ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
IRDM / Iridium Communications Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
WFC / Wells Fargo & Company
FEZ / SPDR Index Shares Funds - State Street SPDR EURO STOXX 50 ETF
CEG / Constellation Energy Corporation
CCL / Carnival Corporation Ltd.
SRPT / Sarepta Therapeutics, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
OXY / Occidental Petroleum Corporation
DVN / Devon Energy Corporation
ECL / Ecolab Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
CC / The Chemours Company
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
NJR / New Jersey Resources Corporation
LEN / Lennar Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
GRID / First Trust Exchange-Traded Fund II - First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index
KMI / Kinder Morgan, Inc.
FANG / Diamondback Energy, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
JNJ / Johnson & Johnson
QTUM / ETF Series Solutions - Defiance Quantum ETF
MMM / 3M Company
EIX / Edison International
BKNG / Booking Holdings Inc.
ARCC / Ares Capital Corporation
ADP / Automatic Data Processing, Inc.
WBD / Warner Bros. Discovery, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
MISL / First Trust Exchange-Traded Fund - First Trust Indxx Aerospace & Defense ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
LHX / L3Harris Technologies, Inc.
TJX / The TJX Companies, Inc.
COF / Capital One Financial Corporation
TPR / Tapestry, Inc.
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
OMC / Omnicom Group Inc.
FN / Fabrinet
ET / Energy Transfer LP - Limited Partnership
STZ / Constellation Brands, Inc.
CPB / The Campbell's Company
JPC / Nuveen Preferred & Income Opportunities Fund
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
TROW / T. Rowe Price Group, Inc.
KLG / WK Kellogg Co
SAP / SAP SE - Depositary Receipt (Common Stock)
BEN / Franklin Resources, Inc.
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
FISV / Fiserv, Inc.
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
IGM / iShares Trust - iShares Expanded Tech Sector ETF
PGHY / Invesco Exchange-Traded Fund Trust II - Invesco Global ex-US High Yield Corporate Bond ETF
AVB / AvalonBay Communities, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
CW / Curtiss-Wright Corporation
CHY / Calamos Convertible and High Income Fund
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PGJ / Invesco Exchange-Traded Fund Trust - Invesco Golden Dragon China ETF
XPND / First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
TMP / Tompkins Financial Corporation
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
OGIG / ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
NEOG / Neogen Corporation
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
AZNDF / AstraZeneca Plc
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
CGUS / Capital Group Core Equity ETF
NFTY / First Trust Exchange-Traded AlphaDEX Fund II - First Trust India NIFTY 50 Equal Weight ETF
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
AWF / AllianceBernstein Global High Income Fund
VTRS / Viatris Inc.
WSBC / WesBanco, Inc.
ILCV / iShares Trust - iShares Morningstar Value ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
UTHR / United Therapeutics Corporation
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
CDNS / Cadence Design Systems, Inc.
CI / The Cigna Group
AVRE / American Century ETF Trust - Avantis Real Estate ETF
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
BUFF / Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
IHI / iShares Trust - iShares U.S. Medical Devices ETF
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
SLF N / Sun Life Financial Inc.
MAIN / Main Street Capital Corporation
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IGOV / iShares Trust - iShares International Treasury Bond ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
FELG / Fidelity Covington Trust - Fidelity Enhanced Large Cap Growth ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
PPL / PPL Corporation
CRS / Carpenter Technology Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SO / The Southern Company
IAU / iShares Gold Trust
REZI / Resideo Technologies, Inc.
LYB / LyondellBasell Industries N.V.
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF
HPE / Hewlett Packard Enterprise Company
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
BAX / Baxter International Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
FPAG / Investment Managers Series Trust III - FPA Global Equity ETF
BN / Brookfield Corporation
COR / Cencora, Inc.
WEC / WEC Energy Group, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
GSK / GSK plc - Depositary Receipt (Common Stock)
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
HUBB / Hubbell Incorporated
CB / Chubb Limited
K / Kellanova
HSIC / Henry Schein, Inc.
KWR / Quaker Chemical Corporation
VMC / Vulcan Materials Company
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SCI / Service Corporation International
VOX / Vanguard World Fund - Vanguard Communication Services ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DIG / ProShares Trust - ProShares Ultra Energy
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
NWBI / Northwest Bancshares, Inc.
AA / Alcoa Corporation
UGI / UGI Corporation
IR / Ingersoll Rand Inc.
ASIX / AdvanSix Inc.
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
XLC / The Select Sector SPDR Trust - State Street Communication Services Select Sector SPDR ETF
WGHTQ / WW International, Inc.
VNT / Vontier Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
KEYS / Keysight Technologies, Inc.
REET / iShares Trust - iShares Global REIT ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
CGDV / Capital Group Dividend Value ETF
WU / The Western Union Company
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
ROAD / Construction Partners, Inc.
NFG / National Fuel Gas Company
GPC / Genuine Parts Company
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
BLD / TopBuild Corp.
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
WMK / Weis Markets, Inc.
ALLE / Allegion plc
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
BHF / Brighthouse Financial, Inc.
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
TEL / TE Connectivity plc
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VLTO / Veralto Corporation
PAYX / Paychex, Inc.
ELS / Equity LifeStyle Properties, Inc.
FEPI / ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
IGR / CBRE Global Real Estate Income Fund
FHI / Federated Hermes, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
CUBI / Customers Bancorp, Inc.
PPG / PPG Industries, Inc.
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VISG.X / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VMVI.X / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
NPFD / Nuveen Variable Rate Preferred & Income Fund
UBSI / United Bankshares, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
INDY / iShares Trust - iShares India 50 ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
DVY / iShares Trust - iShares Select Dividend ETF
BXMX / Nuveen S&P 500 Buy-Write Income Fund
VRTS / Virtus Investment Partners, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
SDHY / PGIM Short Duration High Yield Opportunities Fund
JRS / Nuveen Real Estate Income Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
RPM / RPM International Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF