Market Value326,165,000
Total Holdings269
File Date2020-07-28
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.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
SPSM / SPDR Series Trust - State Street SPDR Portfolio S&P 600TM Small Cap ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
SPMD / SPDR Series Trust - State Street SPDR Portfolio S&P 400TM Mid Cap ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
SHV / iShares Trust - iShares 0-1 Year Treasury Bond ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
ROAM / Lattice Strategies Trust - Hartford Multifactor Emerging Markets ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
PRU / Prudential Financial, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
D / Dominion Energy, Inc.
VUG / Vanguard Index Funds - Vanguard Growth ETF
TXN / Texas Instruments Incorporated
SRE / Sempra
MUB / iShares Trust - iShares National Muni Bond ETF
XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
QQQ / Invesco QQQ Trust, Series 1
PNC / The PNC Financial Services Group, Inc.
SPY / State Street SPDR S&P 500 ETF Trust
CVX / Chevron Corporation
GOOG / Alphabet Inc.
AJG / Arthur J. Gallagher & Co.
SLV / iShares Silver Trust
CMCSA / Comcast Corporation
IBM / International Business Machines Corporation
O / Realty Income Corporation
PHYS / Sprott Physical Gold Trust
MDYV / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Value ETF
SO / The Southern Company
TOTL / SPDR Series Trust - State Street DoubleLine Total Return Tactical ETF
46641Q696 / JPMorgan BetaBuilders Canada ETF
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
VIP / VimpelCom Ltd.
STNG / Scorpio Tankers Inc.
US83088V1026 / Slack Technologies Inc
CTXS / Citrix Systems, Inc.
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
US25459W7891 / Direxion Daily MSCI Developed Markets Bull 3X Shares
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
RSPN / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Industrials ETF
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
/ iShares Morningstar Mid-Cap Value ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
IAT / iShares Trust - iShares U.S. Regional Banks ETF
JPEM / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return Emerging Markets Equity ETF
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
JHML / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
CWB / SPDR Series Trust - State Street SPDR Bloomberg Convertible Securities ETF
TIPX / SPDR Series Trust - State Street SPDR Bloomberg 1-10 Year TIPS ETF
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
SHYD / VanEck ETF Trust - VanEck Short High Yield Muni ETF
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
DFEB / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - February
XT / iShares Trust - iShares Future Exponential Technologies ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
FDMO / Fidelity Covington Trust - Fidelity Momentum Factor ETF
XAR / SPDR Series Trust - State Street SPDR S&P Aerospace & Defense ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
AXP / American Express Company
PFE / Pfizer Inc.
AMZN / Amazon.com, Inc.
BRK.A / Berkshire Hathaway Inc.
HD / The Home Depot, Inc.
MS / Morgan Stanley
IP / International Paper Company
NKE / NIKE, Inc.
AAPL / Apple Inc.
AMAT / Applied Materials, Inc.
BA / The Boeing Company
LMT / Lockheed Martin Corporation
LOW / Lowe's Companies, Inc.
RTX / RTX Corporation
TGT / Target Corporation
GLD / SPDR Gold Shares
MRK / Merck & Co., Inc.
V / Visa Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
RODM / Lattice Strategies Trust - Hartford Multifactor Developed Markets (ex-US) ETF
DUK / Duke Energy Corporation
BIL / SPDR Series Trust - State Street SPDR Bloomberg 1-3 Month T-Bill ETF
MCD / McDonald's Corporation
DIS / The Walt Disney Company
MDT / Medtronic plc
VZ / Verizon Communications Inc.
JPM / JPMorgan Chase & Co.
BAC / Bank of America Corporation
TMO / Thermo Fisher Scientific Inc.
WFC / Wells Fargo & Company
IYR / iShares Trust - iShares U.S. Real Estate ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
IWM / iShares Trust - iShares Russell 2000 ETF
XLI / The Select Sector SPDR Trust - State Street Industrial Select Sector SPDR ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
NSC / Norfolk Southern Corporation
SPTS / SPDR Series Trust - State Street SPDR Portfolio Short Term Treasury ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
XME / SPDR Series Trust - State Street SPDR S&P Metals & Mining ETF
EWUS / iShares Trust - iShares MSCI United Kingdom Small-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
ABBV / AbbVie Inc.
AEP / American Electric Power Company, Inc.
MDLZ / Mondelez International, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
KHC / The Kraft Heinz Company
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
BRK.B / Berkshire Hathaway Inc.
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
WMT / Walmart Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust Smith Opportunistic Fixed Income ETF
SIZE / iShares Trust - iShares MSCI USA Size Factor ETF
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
JHMF / John Hancock Investment Management LLC - John Hancock Multifactor Financials ETF
ROKU / Roku, Inc.
CWI / SPDR Index Shares Funds - State Street SPDR MSCI ACWI ex-US ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MCHI / iShares Trust - iShares MSCI China ETF
SPIP / SPDR Series Trust - State Street SPDR Portfolio TIPS ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
PEP / PepsiCo, Inc.
MDYG / SPDR Series Trust - State Street SPDR S&P 400 TM Mid Cap Growth ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PG / The Procter & Gamble Company
DNOV / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - November
FXI / iShares Trust - iShares China Large-Cap ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
JPHY / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active High Yield ETF
ISCB / iShares Trust - iShares Morningstar Small-Cap ETF
EXC / Exelon Corporation
ETG / Eaton Vance Tax-Advantaged Global Dividend Income Fund
FSLY / Fastly, Inc.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
KIE / SPDR Series Trust - State Street SPDR S&P Insurance ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
TROW / T. Rowe Price Group, Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
VALE / Vale S.A. - Depositary Receipt (Common Stock)
BIIB / Biogen Inc.
OPEN / Opendoor Technologies Inc.
SPAB / SPDR Series Trust - State Street SPDR Portfolio Aggregate Bond ETF
TJX / The TJX Companies, Inc.
IYM / iShares Trust - iShares U.S. Basic Materials ETF
ABT / Abbott Laboratories
SPTL / SPDR Series Trust - State Street SPDR Portfolio Long Term Treasury ETF
KRE / SPDR Series Trust - State Street SPDR S&P Regional Banking ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
KMB / Kimberly-Clark Corporation
ESTC / Elastic N.V.
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
NEE / NextEra Energy, Inc.
SJNK / SPDR Series Trust - State Street SPDR Bloomberg Short Term High Yield Bond ETF
MMM / 3M Company
MSFT / Microsoft Corporation
INTC / Intel Corporation
UNH / UnitedHealth Group Incorporated
XOM / Exxon Mobil Corporation
CAT / Caterpillar Inc.
MA / Mastercard Incorporated
ORCL / Oracle Corporation
GIS / General Mills, Inc.
DHR / Danaher Corporation
QCOM / QUALCOMM Incorporated
GILD / Gilead Sciences, Inc.
ZM / Zoom Communications, Inc.
PPL / PPL Corporation
UPS / United Parcel Service, Inc.
PM / Philip Morris International Inc.
ROK / Rockwell Automation, Inc.
DVY / iShares Trust - iShares Select Dividend ETF
SPLB / SPDR Series Trust - State Street SPDR Portfolio Long Term Corporate Bond ETF
IUSB / iShares Trust - iShares Core Universal USD Bond ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
DEO / Diageo plc - Depositary Receipt (Common Stock)
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IYE / iShares Trust - iShares U.S. Energy ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
IBB / iShares Trust - iShares Biotechnology ETF
MDLA / Medallia Inc
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X ETF
SBUX / Starbucks Corporation
XBI / SPDR Series Trust - State Street SPDR S&P Biotech ETF
XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
SPDW / SPDR Index Shares Funds - State Street SPDR Portfolio Developed World ex-US ETF
EMR / Emerson Electric Co.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IDV / iShares Trust - iShares International Select Dividend ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
CME / CME Group Inc.
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
TECL / Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X ETF
TIP / iShares Trust - iShares TIPS Bond ETF
NOC / Northrop Grumman Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
HON / Honeywell International Inc.
IXN / iShares Trust - iShares Global Tech ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
HYLS / First Trust Exchange-Traded Fund IV - First Trust Tactical High Yield ETF
PFFD / Global X Funds - Global X U.S. Preferred ETF
RSX / VanEck ETF Trust - VanEck Russia ETF
US9021041085 / II-VI, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
CRM / Salesforce, Inc.
TEF / Telefónica, S.A. - Depositary Receipt (Common Stock)
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
SPYD / SPDR Series Trust - State Street SPDR Portfolio S&P 500 High Dividend ETF
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
FMHI / First Trust Exchange-Traded Fund III - First Trust Municipal High Income ETF
SPEM / SPDR Index Shares Funds - State Street SPDR Portfolio Emerging Markets ETF
GOOGL / Alphabet Inc.
CSTM / Constellium SE
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ADP / Automatic Data Processing, Inc.
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
PGR / The Progressive Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
EWU / iShares Trust - iShares MSCI United Kingdom ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
META / Meta Platforms, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
PSLV / Sprott Physical Silver Trust
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
DE / Deere & Company
FEZ / SPDR Index Shares Funds - State Street SPDR EURO STOXX 50 ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
SPYG / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Growth ETF
XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
XLU / The Select Sector SPDR Trust - State Street Utilities Select Sector SPDR ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SLYV / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Value ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
SHW / The Sherwin-Williams Company
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
COST / Costco Wholesale Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BMY / Bristol-Myers Squibb Company
MBB / iShares Trust - iShares MBS ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
HDV / iShares Trust - iShares Core High Dividend ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
DNP / DNP Select Income Fund Inc.
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
SPTM / SPDR Series Trust - State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
XLB / The Select Sector SPDR Trust - State Street Materials Select Sector SPDR ETF
AFK / VanEck ETF Trust - VanEck Africa Index ETF
T / AT&T Inc.
KO / The Coca-Cola Company
AMGN / Amgen Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
SLYG / SPDR Series Trust - State Street SPDR S&P 600 TM Small Cap Growth ETF
PSX / Phillips 66
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
COP / ConocoPhillips
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
JNJ / Johnson & Johnson
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
AMLP / ALPS ETF Trust - Alerian MLP ETF
SPIB / SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
PAYX / Paychex, Inc.
C.WSA / Citigroup, Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ONEV / SPDR Series Trust - State Street SPDR Russell 1000 Low Volatility Focus ETF
SIRI / Sirius XM Holdings Inc.
NANR / SPDR Index Shares Funds - State Street SPDR S&P North American Natural Resources ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
IWB / iShares Trust - iShares Russell 1000 ETF
XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
HYMB / SPDR Series Trust - State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
CI / The Cigna Group
HOUS / Anywhere Real Estate Inc.
MO / Altria Group, Inc.
ET / Energy Transfer LP - Limited Partnership
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SPMB / SPDR Series Trust - State Street SPDR Portfolio Mortgage Backed Bond ETF
GL / Globe Life Inc.
WSBC / WesBanco, Inc.
HSY / The Hershey Company
GSK / GSK plc - Depositary Receipt (Common Stock)
FLEX / Flex Ltd.
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
ADM / Archer-Daniels-Midland Company
GPC / Genuine Parts Company
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
NLY / Annaly Capital Management, Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
MPC / Marathon Petroleum Corporation
ES / Eversource Energy
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
SPYV / SPDR Series Trust - State Street SPDR Portfolio S&P 500 Value ETF
SDY / SPDR Series Trust - State Street SPDR S&P Dividend ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
CSCO / Cisco Systems, Inc.
NOW / ServiceNow, Inc.
TFC / Truist Financial Corporation
USB / U.S. Bancorp
FDX / FedEx Corporation
MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF