Market Value5,002,201,592
Total Holdings554
File Date2023-11-07
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
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(USD x1000)
Current Value
(USD x1000)
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DIS / The Walt Disney Company
SYY / Sysco Corporation
NVS / Novartis AG - Depositary Receipt (Common Stock)
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CVS / CVS Health Corporation
QCOM / QUALCOMM Incorporated
AMT / American Tower Corporation
AMAT / Applied Materials, Inc.
LULU / lululemon athletica inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
RJF / Raymond James Financial, Inc.
TSLA / Tesla, Inc.
AMD / Advanced Micro Devices, Inc.
CRM / Salesforce, Inc.
BDX / Becton, Dickinson and Company
NFLX / Netflix, Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
FTRE / Fortrea Holdings Inc.
ORI / Old Republic International Corporation
SLB / Schlumberger Limited
AAPL / Apple Inc.
C.WSA / Citigroup, Inc.
GWW / W.W. Grainger, Inc.
STT / State Street Corporation
LYB / LyondellBasell Industries N.V.
ROST / Ross Stores, Inc.
ACN / Accenture plc
JAZZ / Jazz Pharmaceuticals plc
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
PXD / Pioneer Natural Resources Company
CVLY / Codorus Valley Bancorp, Inc.
MPWR / Monolithic Power Systems, Inc.
UHAL / U-Haul Holding Company
HTLF / Heartland Financial USA, Inc.
PHM / PulteGroup, Inc.
SHW / The Sherwin-Williams Company
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
LECO / Lincoln Electric Holdings, Inc.
PEP / PepsiCo, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
ELV / Elevance Health, Inc.
CACI / CACI International Inc
LKQ / LKQ Corporation
CVX / Chevron Corporation
ABBV / AbbVie Inc.
PPG / PPG Industries, Inc.
SPGI / S&P Global Inc.
MRO / Marathon Oil Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
CAG / Conagra Brands, Inc.
ICLR / ICON Public Limited Company
CAT / Caterpillar Inc.
UNH / UnitedHealth Group Incorporated
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
LIN / Linde plc
TT / Trane Technologies plc
EFX / Equifax Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
CBT / Cabot Corporation
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
DD / DuPont de Nemours, Inc.
SILV / SilverCrest Metals Inc.
GOOGL / Alphabet Inc.
ODFL / Old Dominion Freight Line, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
APH / Amphenol Corporation
BMY / Bristol-Myers Squibb Company
SQ / Block, Inc.
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
CFB / CrossFirst Bankshares, Inc.
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
RCI.B / Rogers Communications Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
RBA / RB Global, Inc.
CDW / CDW Corporation
HRB / H&R Block, Inc.
DRI / Darden Restaurants, Inc.
BCS / Barclays PLC - Depositary Receipt (Common Stock)
HSY / The Hershey Company
DFEM / Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF
ISRG / Intuitive Surgical, Inc.
KKR / KKR & Co. Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
AMZN / Amazon.com, Inc.
ETR / Entergy Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CBSH / Commerce Bancshares, Inc.
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
NVDA / NVIDIA Corporation
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IDV / iShares Trust - iShares International Select Dividend ETF
OGE / OGE Energy Corp.
IWV / iShares Trust - iShares Russell 3000 ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
IYZ / iShares Trust - iShares U.S. Telecommunications ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
MSFT / Microsoft Corporation
IYW / iShares Trust - iShares U.S. Technology ETF
UNP / Union Pacific Corporation
ALGN / Align Technology, Inc.
KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
SNY / Sanofi - Depositary Receipt (Common Stock)
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
KEY / KeyCorp
PARA / Paramount Global
GD / General Dynamics Corporation
IBB / iShares Trust - iShares Biotechnology ETF
DIA / SPDR Dow Jones Industrial Average ETF Trust
WEC / WEC Energy Group, Inc.
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
ROP / Roper Technologies, Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
TTEK / Tetra Tech, Inc.
META / Meta Platforms, Inc.
UBS / UBS Group AG
ADM / Archer-Daniels-Midland Company
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
SO / The Southern Company
AXP / American Express Company
BAH / Booz Allen Hamilton Holding Corporation
ORCL / Oracle Corporation
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
GOOG / Alphabet Inc.
ADBE / Adobe Inc.
GT / The Goodyear Tire & Rubber Company
NEM / Newmont Corporation
JPM / JPMorgan Chase & Co.
LLY / Eli Lilly and Company
INTC / Intel Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
BAC / Bank of America Corporation
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
HRL / Hormel Foods Corporation
WMB / The Williams Companies, Inc.
CMG / Chipotle Mexican Grill, Inc.
CSCO / Cisco Systems, Inc.
NXPI / NXP Semiconductors N.V.
EOG / EOG Resources, Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
DOW / Dow Inc.
MS / Morgan Stanley
ORLY / O'Reilly Automotive, Inc.
NKE / NIKE, Inc.
COP / ConocoPhillips
CRL / Charles River Laboratories International, Inc.
JCI / Johnson Controls International plc
IFF / International Flavors & Fragrances Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
VLO / Valero Energy Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
TEL / TE Connectivity plc
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
XNTK / SPDR Series Trust - SPDR NYSE Technology ETF
CTAS / Cintas Corporation
ADI / Analog Devices, Inc.
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
GAB / The Gabelli Equity Trust Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PSK / SPDR Series Trust - SPDR ICE Preferred Securities ETF
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ED / Consolidated Edison, Inc.
TMO / Thermo Fisher Scientific Inc.
PAYX / Paychex, Inc.
MFC / Manulife Financial Corporation
SLF / Sun Life Financial Inc.
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
NOC / Northrop Grumman Corporation
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
XRAY / DENTSPLY SIRONA Inc.
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
PYPL / PayPal Holdings, Inc.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
NIM / Nuveen Select Maturities Municipal Fund
UHALB / U-Haul Holding Company - Series N
CNI / Canadian National Railway Company
ALL / The Allstate Corporation
GEHC / GE HealthCare Technologies Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
KMB / Kimberly-Clark Corporation
SLV / iShares Silver Trust
VHT / Vanguard World Fund - Vanguard Health Care ETF
AROW / Arrow Financial Corporation
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
MPLX / MPLX LP - Limited Partnership
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
AEE / Ameren Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
ITW / Illinois Tool Works Inc.
TROW / T. Rowe Price Group, Inc.
FDX / FedEx Corporation
CEG / Constellation Energy Corporation
AEP / American Electric Power Company, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CPB / The Campbell's Company
YUM / Yum! Brands, Inc.
MET / MetLife, Inc.
ARCC / Ares Capital Corporation
HD / The Home Depot, Inc.
BSCR / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF
ENB / Enbridge Inc.
MDY / SPDR S&P MidCap 400 ETF Trust
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
BSCP / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
GILD / Gilead Sciences, Inc.
TJX / The TJX Companies, Inc.
DOV / Dover Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SON / Sonoco Products Company
IP / International Paper Company
VALE / Vale S.A. - Depositary Receipt (Common Stock)
IX / ORIX Corporation - Depositary Receipt (Common Stock)
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
F / Ford Motor Company
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
AEM / Agnico Eagle Mines Limited
COR / Cencora, Inc.
CWT / California Water Service Group
CTVA / Corteva, Inc.
CASY / Casey's General Stores, Inc.
MGA / Magna International Inc.
DKNG / DraftKings Inc.
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
USXF / iShares Trust - iShares ESG Advanced MSCI USA ETF
IXP / iShares Trust - iShares Global Comm Services ETF
ZTO / ZTO Express (Cayman) Inc. - Depositary Receipt (Common Stock)
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
HI / Hillenbrand, Inc.
DXCM / DexCom, Inc.
LRCX / Lam Research Corporation
WOR / Worthington Enterprises, Inc.
PNW / Pinnacle West Capital Corporation
DEO / Diageo plc - Depositary Receipt (Common Stock)
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
GPN / Global Payments Inc.
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
SJM / The J. M. Smucker Company
TD / The Toronto-Dominion Bank
EEFT / Euronet Worldwide, Inc.
PPTY / ETF Series Solutions - U.S. Diversified Real Estate ETF
DG / Dollar General Corporation
AON / Aon plc
LEG / Leggett & Platt, Incorporated
EWX / SPDR Index Shares Funds - SPDR S&P Emerging Markets Small Cap ETF
MMP / Magellan Midstream Partners L.P.
GF / The New Germany Fund, Inc.
RMD / ResMed Inc.
OMC / Omnicom Group Inc.
SOXX / iShares Trust - iShares Semiconductor ETF
JD / JD.com, Inc. - Depositary Receipt (Common Stock)
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
ATVI / Activision Blizzard Inc
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
SQM / Sociedad Química y Minera de Chile S.A. - Depositary Receipt (Common Stock)
TWNK / Hostess Brands Inc - Class A
MIDD / The Middleby Corporation
UWMC / UWM Holdings Corporation
GOLD / Barrick Mining Corporation
WY / Weyerhaeuser Company
OXY / Occidental Petroleum Corporation
UNM / Unum Group
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
PLD / Prologis, Inc.
WBA / Walgreens Boots Alliance, Inc.
MPC / Marathon Petroleum Corporation
NDAQ / Nasdaq, Inc.
YUMC / Yum China Holdings, Inc.
DFLV / Dimensional ETF Trust - Dimensional US Large Cap Value ETF
BSCO / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
PIM / Putnam Master Intermediate Income Trust
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
FNF / Fidelity National Financial, Inc.
SNA / Snap-on Incorporated
WST / West Pharmaceutical Services, Inc.
KO / The Coca-Cola Company
LOW / Lowe's Companies, Inc.
SLVM / Sylvamo Corporation
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
TCPC / BlackRock TCP Capital Corp.
TIP / iShares Trust - iShares TIPS Bond ETF
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
GIS / General Mills, Inc.
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
GLD / SPDR Gold Trust
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
TMUS / T-Mobile US, Inc.
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
MBB / iShares Trust - iShares MBS ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SBUX / Starbucks Corporation
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
VMC / Vulcan Materials Company
CRH / CRH plc
CLX / The Clorox Company
IDXX / IDEXX Laboratories, Inc.
OKE / ONEOK, Inc.
ZTS / Zoetis Inc.
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
TRP / TC Energy Corporation
CW / Curtiss-Wright Corporation
DVN / Devon Energy Corporation
CARR / Carrier Global Corporation
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
DVY / iShares Trust - iShares Select Dividend ETF
V / Visa Inc.
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
TXN / Texas Instruments Incorporated
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
CMCSA / Comcast Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ABT / Abbott Laboratories
IBM / International Business Machines Corporation
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
YORW / The York Water Company
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PFE / Pfizer Inc.
LW / Lamb Weston Holdings, Inc.
PEG / Public Service Enterprise Group Incorporated
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
MCK / McKesson Corporation
EW / Edwards Lifesciences Corporation
HES / Hess Corporation
MUB / iShares Trust - iShares National Muni Bond ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
NOW / ServiceNow, Inc.
IWB / iShares Trust - iShares Russell 1000 ETF
EMR / Emerson Electric Co.
WM / Waste Management, Inc.
COST / Costco Wholesale Corporation
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
ET / Energy Transfer LP - Limited Partnership
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
BAX / Baxter International Inc.
CSX / CSX Corporation
DGX / Quest Diagnostics Incorporated
SNPS / Synopsys, Inc.
EFV / iShares Trust - iShares MSCI EAFE Value ETF
FE / FirstEnergy Corp.
CMI / Cummins Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
GLW / Corning Incorporated
CP / Canadian Pacific Kansas City Limited
MDT / Medtronic plc
PM / Philip Morris International Inc.
PSX / Phillips 66
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
WBD / Warner Bros. Discovery, Inc.
DE / Deere & Company
SPY / SPDR S&P 500 ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
EL / The Estée Lauder Companies Inc.
ETN / Eaton Corporation plc
AMS / American Shared Hospital Services
NTES / NetEase, Inc. - Depositary Receipt (Common Stock)
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
DISV / Dimensional ETF Trust - Dimensional International Small Cap Value ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
WELL / Welltower Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
FIS / Fidelity National Information Services, Inc.
AAL / American Airlines Group Inc.
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
VTRS / Viatris Inc.
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
SAM / The Boston Beer Company, Inc.
SUN / Sunoco LP - Limited Partnership
TEAM / Atlassian Corporation
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
AA / Alcoa Corporation
CMP / Compass Minerals International, Inc.
ADX / Adams Diversified Equity Fund, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
BALL / Ball Corporation
TAK / Takeda Pharmaceutical Company Limited - Depositary Receipt (Common Stock)
CGC / Canopy Growth Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
CCL / Carnival Corporation & plc
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
WK / Workiva Inc.
LH / Labcorp Holdings Inc.
NFG / National Fuel Gas Company
PEN / Penumbra, Inc.
AMX / América Móvil, S.A.B. de C.V. - Depositary Receipt (Common Stock)
H / Hyatt Hotels Corporation
TFC / Truist Financial Corporation
URI / United Rentals, Inc.
DLR / Digital Realty Trust, Inc.
PG / The Procter & Gamble Company
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
BKH / Black Hills Corporation
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
ACLC / American Century ETF Trust - American Century Large Cap Equity ETF
AOD / Abrdn Total Dynamic Dividend Fund
KTB / Kontoor Brands, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
D / Dominion Energy, Inc.
NWL / Newell Brands Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
STZ / Constellation Brands, Inc.
CRWD / CrowdStrike Holdings, Inc.
FOXA / Fox Corporation
BX / Blackstone Inc.
NWG / NatWest Group plc - Depositary Receipt (Common Stock)
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
DUK / Duke Energy Corporation
UTL / Unitil Corporation
SHOP / Shopify Inc.
ZBH / Zimmer Biomet Holdings, Inc.
FI / Fiserv, Inc.
EFSC / Enterprise Financial Services Corp
PNC / The PNC Financial Services Group, Inc.
MO / Altria Group, Inc.
BSCQ / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF
WMT / Walmart Inc.
INTU / Intuit Inc.
UPS / United Parcel Service, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
SRCE / 1st Source Corporation
HCA / HCA Healthcare, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
AMGN / Amgen Inc.
MRK / Merck & Co., Inc.
CI / The Cigna Group
JNJ / Johnson & Johnson
ECL / Ecolab Inc.
AMP / Ameriprise Financial, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
KHC / The Kraft Heinz Company
SHEL / Shell plc - Depositary Receipt (Common Stock)
TTD / The Trade Desk, Inc.
MSCI / MSCI Inc.
IWN / iShares Trust - iShares Russell 2000 Value ETF
CB / Chubb Limited
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
CDNS / Cadence Design Systems, Inc.
TRV / The Travelers Companies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
MKC / McCormick & Company, Incorporated
VFC / V.F. Corporation
BMO / Bank of Montreal
GE / General Electric Company
HON / Honeywell International Inc.
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
DOX / Amdocs Limited
QQQ / Invesco QQQ Trust, Series 1
CFFN / Capitol Federal Financial, Inc.
DDOG / Datadog, Inc.
CHD / Church & Dwight Co., Inc.
MDLZ / Mondelez International, Inc.
BA / The Boeing Company
GPC / Genuine Parts Company
AVGO / Broadcom Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
GRMN / Garmin Ltd.
FAST / Fastenal Company
RTX / RTX Corporation
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MMIT / New York Life Investments Active ETF Trust - NYLI MacKay Muni Intermediate ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VIPS / Vipshop Holdings Limited - Depositary Receipt (Common Stock)
KR / The Kroger Co.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
BSX / Boston Scientific Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
PBR / Petróleo Brasileiro S.A. - Petrobras - Depositary Receipt (Common Stock)
PGR / The Progressive Corporation
NSC / Norfolk Southern Corporation
HDV / iShares Trust - iShares Core High Dividend ETF
CL / Colgate-Palmolive Company
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MMM / 3M Company
T / AT&T Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
BRK.B / Berkshire Hathaway Inc.
LUV / Southwest Airlines Co.
MCD / McDonald's Corporation
UMBF / UMB Financial Corporation
HAS / Hasbro, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SCHW / The Charles Schwab Corporation
FITB / Fifth Third Bancorp
MMC / Marsh & McLennan Companies, Inc.
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VZ / Verizon Communications Inc.
CME / CME Group Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
AER / AerCap Holdings N.V.
BKNG / Booking Holdings Inc.
ICE / Intercontinental Exchange, Inc.
EVRG / Evergy, Inc.
RSG / Republic Services, Inc.
TRI / Thomson Reuters Corporation
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
RF / Regions Financial Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
JKHY / Jack Henry & Associates, Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
FTV / Fortive Corporation
APD / Air Products and Chemicals, Inc.
ADP / Automatic Data Processing, Inc.
MCHP / Microchip Technology Incorporated
GS / The Goldman Sachs Group, Inc.
FCX / Freeport-McMoRan Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
IVW / iShares Trust - iShares S&P 500 Growth ETF
AJG / Arthur J. Gallagher & Co.
JHG / Janus Henderson Group plc
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
XOM / Exxon Mobil Corporation
USB / U.S. Bancorp
AVY / Avery Dennison Corporation
PRU / Prudential Financial, Inc.
IAU / iShares Gold Trust
O / Realty Income Corporation
HBAN / Huntington Bancshares Incorporated
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
KLAC / KLA Corporation
IVE / iShares Trust - iShares S&P 500 Value ETF
PANW / Palo Alto Networks, Inc.
SYK / Stryker Corporation
LMT / Lockheed Martin Corporation
IWM / iShares Trust - iShares Russell 2000 ETF
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
MA / Mastercard Incorporated
KSS / Kohl's Corporation
CCI / Crown Castle Inc.
BRK.A / Berkshire Hathaway Inc.
EXC / Exelon Corporation
WFC / Wells Fargo & Company
CPRT / Copart, Inc.
TGT / Target Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
MLM / Martin Marietta Materials, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
NEE / NextEra Energy, Inc.
DHR / Danaher Corporation