| ASFZ / Associates First Capital Corporation
|
|
|
|
|
|
|
|
| EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| FSDIX / Fidelity Salem Street Trust - Fidelity Strategic Dividend & Income
|
|
|
|
|
|
|
|
| LQMT / Liquidmetal Technologies, Inc.
|
|
|
|
|
|
|
|
| OMC / Omnicom Group Inc.
|
|
|
|
|
|
|
|
| FIDELITY GROWTH DISCOVERY FUND
/ FD (31617F205) |
|
|
|
|
|
|
|
| PRUDENTIAL JENN EQTY OPPOR-Z
/ FD (74437E800) |
|
|
|
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|
|
| VANGUARD TRGT RTRM 2045
/ FD (92202E607) |
|
|
|
|
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|
|
| VICTORY GROWTH FUND
/ FD (903288108) |
|
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|
|
| VONTOBEL INTL EQTY-INST
/ FD (00791R871) |
|
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|
|
| VONTOBEL US EQUITY FUND
/ FD (00791R780) |
|
|
|
|
|
|
|
| AKAM / Akamai Technologies, Inc.
|
|
|
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| CTSH / Cognizant Technology Solutions Corporation
|
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| DOW / Dow Inc.
|
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| SWK / Stanley Black & Decker, Inc.
|
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|
|
| ILF / iShares Trust - iShares Latin America 40 ETF
|
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|
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|
|
| SPGI / S&P Global Inc.
|
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|
|
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|
|
| ZVRA / Zevra Therapeutics, Inc.
|
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| CI / The Cigna Group
|
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|
| HON / Honeywell International Inc.
|
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|
| PFE / Pfizer Inc.
|
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|
|
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|
| TGT / Target Corporation
|
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|
|
| MRK / Merck & Co., Inc.
|
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|
|
|
|
|
|
| XLRE / The Select Sector SPDR Trust - State Street Real Estate Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - State Street Energy Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| EWW / iShares, Inc. - iShares MSCI Mexico ETF
|
|
|
|
|
|
|
|
| AFL / Aflac Incorporated
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| BX / Blackstone Inc.
|
|
|
|
|
|
|
|
| INDY / iShares Trust - iShares India 50 ETF
|
|
|
|
|
|
|
|
| DODFX / Dodge & Cox Funds - Dodge & Cox International Stock Fund
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| ETHA / iShares Ethereum Trust - iShares Ethereum Trust ETF
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| US80850L7183 / Schwab US Large-Cap Growth Index Fund
|
|
|
|
|
|
|
|
| ADBE / Adobe Inc.
|
|
|
|
|
|
|
|
| FSANX / Fidelity Charles Street Trust - Fidelity Asset Manager 60%
|
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|
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|
|
| AES / The AES Corporation
|
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|
|
| FCNTX / Fidelity Contrafund - Fidelity Contra Fund
|
|
|
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|
|
|
|
| NKE / NIKE, Inc.
|
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|
|
| DOC / Healthpeak Properties, Inc.
|
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|
|
| GBTC / Grayscale Bitcoin Trust (BTC)
|
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|
| STX / Seagate Technology Holdings plc
|
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|
|
|
|
| IYF / iShares Trust - iShares U.S. Financials ETF
|
|
|
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|
|
| AJG / Arthur J. Gallagher & Co.
|
|
|
|
|
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|
|
| PRU / Prudential Financial, Inc.
|
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|
| NVDA / NVIDIA Corporation
|
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|
| AIG / American International Group, Inc.
|
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|
|
| TRMCX / T. Rowe Price Mid-Cap Value Fund Inc - T. Rowe Price Mid-Cap Value Fund
|
|
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|
|
| PEG / Public Service Enterprise Group Incorporated
|
|
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|
|
| MSFT / Microsoft Corporation
|
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|
|
| HBAN / Huntington Bancshares Incorporated
|
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|
|
| SFTBY / SoftBank Group Corp. - Depositary Receipt (Common Stock)
|
|
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|
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|
|
| LMT / Lockheed Martin Corporation
|
|
|
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|
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|
|
| MCD / McDonald's Corporation
|
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|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
|
|
|
| TJX / The TJX Companies, Inc.
|
|
|
|
|
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|
|
| MS / Morgan Stanley
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| PACB / Pacific Biosciences of California, Inc.
|
|
|
|
|
|
|
|
| SYK / Stryker Corporation
|
|
|
|
|
|
|
|
| INTU / Intuit Inc.
|
|
|
|
|
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|
|
| Q / Qnity Electronics, Inc.
|
|
|
|
|
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|
|
| SHOP / Shopify Inc.
|
|
|
|
|
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|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
|
|
| GGOAX / Goldman Sachs Trust - Goldman Sachs Growth Opportunities Fund USD Cls A
|
|
|
|
|
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|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
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|
|
| GM / General Motors Company
|
|
|
|
|
|
|
|
| CTVA / Corteva, Inc.
|
|
|
|
|
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|
|
| LRCX / Lam Research Corporation
|
|
|
|
|
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|
|
| KLAC / KLA Corporation
|
|
|
|
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|
|
| FITB / Fifth Third Bancorp
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| BA / The Boeing Company
|
|
|
|
|
|
|
|
| CNI / Canadian National Railway Company
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| FNF / Fidelity National Financial, Inc.
|
|
|
|
|
|
|
|
| NXPI / NXP Semiconductors N.V.
|
|
|
|
|
|
|
|
| HIG / The Hartford Insurance Group, Inc.
|
|
|
|
|
|
|
|
| UNM / Unum Group
|
|
|
|
|
|
|
|
| PNC / The PNC Financial Services Group, Inc.
|
|
|
|
|
|
|
|
| CG / The Carlyle Group Inc.
|
|
|
|
|
|
|
|
| KO / The Coca-Cola Company
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| EWJ / iShares, Inc. - iShares MSCI Japan ETF
|
|
|
|
|
|
|
|
| MAR / Marriott International, Inc.
|
|
|
|
|
|
|
|
| WEC / WEC Energy Group, Inc.
|
|
|
|
|
|
|
|
| GLD / SPDR Gold Shares
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| NSRGY / Nestlé S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VWNEX / Vanguard Windsor Funds - Vanguard Windsor Admiral Class
|
|
|
|
|
|
|
|
| DIA / State Street SPDR Dow Jones Industrial Average ETF Trust
|
|
|
|
|
|
|
|
| LNT / Alliant Energy Corporation
|
|
|
|
|
|
|
|
| XLF / The Select Sector SPDR Trust - State Street Financial Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| IBIT / iShares Bitcoin Trust ETF
|
|
|
|
|
|
|
|
| FG / F&G Annuities & Life, Inc.
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| LYFT / Lyft, Inc.
|
|
|
|
|
|
|
|
| GEV / GE Vernova Inc.
|
|
|
|
|
|
|
|
| VICI / VICI Properties Inc.
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| OKE / ONEOK, Inc.
|
|
|
|
|
|
|
|
| MELI / MercadoLibre, Inc.
|
|
|
|
|
|
|
|
| COHR / Coherent Corp.
|
|
|
|
|
|
|
|
| TER / Teradyne, Inc.
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| JEF / Jefferies Financial Group Inc.
|
|
|
|
|
|
|
|
| AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
|
|
|
|
|
|
|
|
| XEL / Xcel Energy Inc.
|
|
|
|
|
|
|
|
| NFLX / Netflix, Inc.
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
| ED / Consolidated Edison, Inc.
|
|
|
|
|
|
|
|
| ACHR / Archer Aviation Inc.
|
|
|
|
|
|
|
|
| AXAHY / AXA SA - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| RMD / ResMed Inc.
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
|
|
|
| BK / The Bank of New York Mellon Corporation
|
|
|
|
|
|
|
|
| CEG / Constellation Energy Corporation
|
|
|
|
|
|
|
|
| F / Ford Motor Company
|
|
|
|
|
|
|
|
| ALL / The Allstate Corporation
|
|
|
|
|
|
|
|
| IBB / iShares Trust - iShares Biotechnology ETF
|
|
|
|
|
|
|
|
| AME / AMETEK, Inc.
|
|
|
|
|
|
|
|
| TWCUX / American Century Mutual Funds Inc. - American Century Ultra Investor Class
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
| CHD / Church & Dwight Co., Inc.
|
|
|
|
|
|
|
|
| PEN / Penumbra, Inc.
|
|
|
|
|
|
|
|
| CR / Crane Company
|
|
|
|
|
|
|
|
| SWSSX / Schwab Capital Trust - Schwab Small-Cap Index Fund
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
| VNOM / Viper Energy, Inc.
|
|
|
|
|
|
|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| BNGO / Bionano Genomics, Inc.
|
|
|
|
|
|
|
|
| EGP / EastGroup Properties, Inc.
|
|
|
|
|
|
|
|
| SHEL / Shell plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| RNR / RenaissanceRe Holdings Ltd.
|
|
|
|
|
|
|
|
| IYW / iShares Trust - iShares U.S. Technology ETF
|
|
|
|
|
|
|
|
| SYY / Sysco Corporation
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| XLY / The Select Sector SPDR Trust - State Street Consumer Discretionary Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| OEF / iShares Trust - iShares S&P 100 ETF
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| VGSTX / Vanguard Star Funds - Vanguard STAR Fund Investor Shares
|
|
|
|
|
|
|
|
| IQV / IQVIA Holdings Inc.
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| ITB / iShares Trust - iShares U.S. Home Construction ETF
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| CB / Chubb Limited
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| IEV / iShares Trust - iShares Europe ETF
|
|
|
|
|
|
|
|
| MPC / Marathon Petroleum Corporation
|
|
|
|
|
|
|
|
| DAL / Delta Air Lines, Inc.
|
|
|
|
|
|
|
|
| OXY / Occidental Petroleum Corporation
|
|
|
|
|
|
|
|
| XLP / The Select Sector SPDR Trust - State Street Consumer Staples Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| BKNG / Booking Holdings Inc.
|
|
|
|
|
|
|
|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
|
|
|
|
|
| FDX / FedEx Corporation
|
|
|
|
|
|
|
|
| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| CARR / Carrier Global Corporation
|
|
|
|
|
|
|
|
| SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| PFG / Principal Financial Group, Inc.
|
|
|
|
|
|
|
|
| FXAIX / Fidelity Concord Street Trust - Fidelity 500 Index Fund
|
|
|
|
|
|
|
|
| CLX / The Clorox Company
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
|
|
|
|
|
|
|
|
| PGR / The Progressive Corporation
|
|
|
|
|
|
|
|
| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| XLK / The Select Sector SPDR Trust - State Street Technology Select Sector SPDR ETF
|
|
|
|
|
|
|
|
| ITW / Illinois Tool Works Inc.
|
|
|
|
|
|
|
|
| TRV / The Travelers Companies, Inc.
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| EMN / Eastman Chemical Company
|
|
|
|
|
|
|
|
| FXF / Invesco CurrencyShares Swiss Franc Trust
|
|
|
|
|
|
|
|
| DLR / Digital Realty Trust, Inc.
|
|
|
|
|
|
|
|
| LAMR / Lamar Advertising Company
|
|
|
|
|
|
|
|
| SO / The Southern Company
|
|
|
|
|
|
|
|
| PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
|
|
|
|
|
|
|
|
| HSY / The Hershey Company
|
|
|
|
|
|
|
|
| AMP / Ameriprise Financial, Inc.
|
|
|
|
|
|
|
|
| WPC / W. P. Carey Inc.
|
|
|
|
|
|
|
|
| SPY / State Street SPDR S&P 500 ETF Trust
|
|
|
|
|
|
|
|
| SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
|
|
| CBSTF / The Cannabist Company Holdings Inc.
|
|
|
|
|
|
|
|
| QXO / QXO, Inc.
|
|
|
|
|
|
|
|
| AVT / Avnet, Inc.
|
|
|
|
|
|
|
|
| RCL / Royal Caribbean Cruises Ltd.
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| FOCPX / Fidelity Securities Fund - Fidelity OTC Portfolio
|
|
|
|
|
|
|
|
| SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| BLK / BlackRock, Inc.
|
|
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| USB / U.S. Bancorp
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| BMY / Bristol-Myers Squibb Company
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| BDX / Becton, Dickinson and Company
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| CPT / Camden Property Trust
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| GS / The Goldman Sachs Group, Inc.
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| NRG / NRG Energy, Inc.
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| JNJ / Johnson & Johnson
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| LOW / Lowe's Companies, Inc.
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| RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
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| VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
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| EMR / Emerson Electric Co.
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| US3159117437 / FIDELITY EXTENDED MARKET INDEX FUND
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| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
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| XLV / The Select Sector SPDR Trust - State Street Health Care Select Sector SPDR ETF
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| ALRS / Alerus Financial Corporation
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| IAT / iShares Trust - iShares U.S. Regional Banks ETF
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| KEY / KeyCorp
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| IEO / iShares Trust - iShares U.S. Oil & Gas Exploration & Production ETF
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| ZWS / Zurn Elkay Water Solutions Corporation
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| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
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| NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
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| AWK / American Water Works Company, Inc.
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| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
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| ADP / Automatic Data Processing, Inc.
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| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
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| CMCS.A / Comcast Corporation
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| COST / Costco Wholesale Corporation
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| QCOM / QUALCOMM Incorporated
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| MDY / State Street SPDR S&P MIDCAP 400 ETF Trust
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| TWLO / Twilio Inc.
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| JPM / JPMorgan Chase & Co.
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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| UNH / UnitedHealth Group Incorporated
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| AVGO / Broadcom Inc.
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| MMC / Marsh & McLennan Companies, Inc.
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| GLDM / World Gold Trust - SPDR Gold MiniShares Trust
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| EBAY / eBay Inc.
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| GD / General Dynamics Corporation
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| GLW / Corning Incorporated
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| GOOG / Alphabet Inc.
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| GE / General Electric Company
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| PSX / Phillips 66
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| DHI / D.R. Horton, Inc.
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| IP / International Paper Company
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| C / Citigroup Inc.
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| SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
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| DD / DuPont de Nemours, Inc.
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| CSCO / Cisco Systems, Inc.
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| DUK / Duke Energy Corporation
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| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
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| IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
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| MTB / M&T Bank Corporation
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| PM / Philip Morris International Inc.
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| PH / Parker-Hannifin Corporation
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| EXC / Exelon Corporation
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| KHC / The Kraft Heinz Company
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| PFF / iShares Trust - iShares Preferred and Income Securities ETF
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| IWM / iShares Trust - iShares Russell 2000 ETF
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| CVS / CVS Health Corporation
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| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
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| ULTA / Ulta Beauty, Inc.
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| LHX / L3Harris Technologies, Inc.
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| DE / Deere & Company
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| YUM / Yum! Brands, Inc.
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| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
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| IBM / International Business Machines Corporation
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| MET / MetLife, Inc.
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| WELL / Welltower Inc.
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| UL / Unilever PLC - Depositary Receipt (Common Stock)
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| XYL / Xylem Inc.
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| AEP / American Electric Power Company, Inc.
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| SSNC / SS&C Technologies Holdings, Inc.
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| SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
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| SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
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| D / Dominion Energy, Inc.
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| SPG / Simon Property Group, Inc.
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| FBGRX / Fidelity Securities Fund - Fidelity Blue Chip Growth Fund
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| HCA / HCA Healthcare, Inc.
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| RTX / RTX Corporation
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| CAT / Caterpillar Inc.
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
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| AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
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| AZO / AutoZone, Inc.
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| ELME / Elme Communities
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| BRK.A / Berkshire Hathaway Inc.
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| PG / The Procter & Gamble Company
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| BRK.A / Berkshire Hathaway Inc.
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