Market Value2,606,074,088
Total Holdings814
File Date2025-04-22
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)
GOOGL / Alphabet Inc.
AVGO / Broadcom Inc.
MGEE / MGE Energy, Inc.
CDNS / Cadence Design Systems, Inc.
CMCSA / Comcast Corporation
GOOG / Alphabet Inc.
RTX / RTX Corporation
VAW / Vanguard World Fund - Vanguard Materials ETF
XOM / Exxon Mobil Corporation
ELV / Elevance Health, Inc.
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
PEP / PepsiCo, Inc.
NTGR / NETGEAR, Inc.
BSX / Boston Scientific Corporation
ECL / Ecolab Inc.
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
SPG / Simon Property Group, Inc.
BKR / Baker Hughes Company
IBM / International Business Machines Corporation
WBS / Webster Financial Corporation
PCAR / PACCAR Inc
DTE / DTE Energy Company
MDT / Medtronic plc
CLOI / VanEck ETF Trust - VanEck CLO ETF
SLB / Schlumberger Limited
SLG / SL Green Realty Corp.
COIN / Coinbase Global, Inc.
PNC / The PNC Financial Services Group, Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
AMP / Ameriprise Financial, Inc.
HD / The Home Depot, Inc.
BA / The Boeing Company
LVS / Las Vegas Sands Corp.
XYZ / Block, Inc.
ARE / Alexandria Real Estate Equities, Inc.
BUZZ / VanEck ETF Trust - VanEck Social Sentiment ETF
LNC / Lincoln National Corporation
QEFA / SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF
CAG / Conagra Brands, Inc.
META / Meta Platforms, Inc.
HBAN / Huntington Bancshares Incorporated
VRAR / The Glimpse Group, Inc.
BAC / Bank of America Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
FE / FirstEnergy Corp.
IGF / iShares Trust - iShares Global Infrastructure ETF
HCA / HCA Healthcare, Inc.
CCI / Crown Castle Inc.
TRGP / Targa Resources Corp.
ITW / Illinois Tool Works Inc.
WAB / Westinghouse Air Brake Technologies Corporation
PLTR / Palantir Technologies Inc.
IT / Gartner, Inc.
AVY / Avery Dennison Corporation
ALL / The Allstate Corporation
VZ / Verizon Communications Inc.
JPM / JPMorgan Chase & Co.
HIG / The Hartford Insurance Group, Inc.
A / Agilent Technologies, Inc.
OXY / Occidental Petroleum Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
MCD / McDonald's Corporation
MCD / McDonald's Corporation Call
AMPLIFY ETF TR / AMPLIFY ALTERNAT (032108631)
LRCX / Lam Research Corporation
HUM / Humana Inc.
SBUX / Starbucks Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
FJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - January
IBDW / iShares Trust - iShares iBonds Dec 2031 Term Corporate ETF
BMAR / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - March
MCHI / iShares Trust - iShares MSCI China ETF
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
PJAN / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - January
TECL / Direxion Shares ETF Trust - Direxion Daily Technology Bull 3X Shares
HYXU / iShares, Inc. - iShares International High Yield Bond ETF
GJAN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - January
NFLX / Netflix, Inc.
INTF / iShares Trust - iShares International Equity Factor ETF
LTPZ / PIMCO ETF Trust - PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund
ISCB / iShares Trust - iShares Morningstar Small-Cap ETF
GLOF / iShares Trust - iShares Global Equity Factor ETF
VTC / Vanguard Scottsdale Funds - Vanguard Total Corporate Bond ETF
ESGS / Columbia ETF Trust I - Columbia U.S. ESG Equity Income ETF
PEO / Adams Natural Resources Fund, Inc.
PBD / Invesco Exchange-Traded Fund Trust II - Invesco Global Clean Energy ETF
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF
GPN / Global Payments Inc.
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
CERT / Certara, Inc.
IXC / iShares Trust - iShares Global Energy ETF
PTLC / Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
PXD / Pioneer Natural Resources Company
UPRO / ProShares Trust - ProShares UltraPro S&P500
RAAX / VanEck Vectors ETF Trust - VanEck Real Assets ETF
EXAS / Exact Sciences Corporation
TD / The Toronto-Dominion Bank
OPCH / Option Care Health, Inc.
BAUG / Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - August
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
EWT / iShares, Inc. - iShares MSCI Taiwan ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
BLDR / Builders FirstSource, Inc.
PLM / Polymet Mining Corp
WEX / WEX Inc.
VICI / VICI Properties Inc.
PDEC / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
AMZN / Amazon.com, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
TYD / Direxion Shares ETF Trust - Direxion Daily 7-10 Year Treasury Bull 3X Shares
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
EVX / VanEck ETF Trust - VanEck Environmental Services ETF
CNC / Centene Corporation
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
SMOT / VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
FAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - August
SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
USBF / iShares Trust - iShares USD Systematic Bond ETF
XT / iShares Trust - iShares Exponential Technologies ETF
SEMI / Columbia ETF Trust I - Columbia Select Technology ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
ESPO / VanEck ETF Trust - VanEck Video Gaming and Esports ETF
DOW / Dow Inc.
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
EUFN / iShares Trust - iShares MSCI Europe Financials ETF
IYT / iShares Trust - iShares U.S. Transportation ETF
LYB / LyondellBasell Industries N.V.
BIIB / Biogen Inc.
BBY / Best Buy Co., Inc.
ERTH / Invesco Exchange-Traded Fund Trust - Invesco MSCI Sustainable Future ETF
BDX / Becton, Dickinson and Company
RCM / R1 RCM Inc.
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
FALN / iShares Trust - iShares Fallen Angels USD Bond ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
WRK / WestRock Company
ROK / Rockwell Automation, Inc.
C.WSA / Citigroup, Inc.
MGM / MGM Resorts International
PEG / Public Service Enterprise Group Incorporated
REET / iShares Trust - iShares Global REIT ETF
PULS / PGIM ETF Trust - PGIM Ultra Short Bond ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
TYO / Direxion Shares ETF Trust - Direxion Daily 7-10 Year Treasury Bear 3X Shares
ILTB / iShares Trust - iShares Core 10+ Year USD Bond ETF
IDRV / iShares Trust - iShares Self-Driving EV and Tech ETF
TY / Tri-Continental Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
ON / ON Semiconductor Corporation
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
FM / iShares, Inc. - iShares Frontier and Select EM ETF
ICLR / ICON Public Limited Company
IDNA / iShares Trust - iShares Genomics Immunology and Healthcare ETF
DCRE / Doubleline ETF Trust - DoubleLine Commercial Real Estate ETF
RVNC / Revance Therapeutics, Inc.
IXN / iShares Trust - iShares Global Tech ETF
CMF / iShares Trust - iShares California Muni Bond ETF
WDIV / SPDR Index Shares Funds - SPDR S&P Global Dividend ETF
CE / Celanese Corporation
URBN / Urban Outfitters, Inc.
PBI / Pitney Bowes Inc.
FND / Floor & Decor Holdings, Inc.
RLY / SSGA Active Trust - SPDR SSGA Multi-Asset Real Return ETF
TPR / Tapestry, Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
AIEQ / Amplify ETF Trust - Amplify AI Powered Equity ETF
POOL / Pool Corporation
ITEQ / Amplify ETF Trust - Amplify BlueStar Israel Technology ETF
SOXL / Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares
CPS / Cooper-Standard Holdings Inc.
MRO / Marathon Oil Corporation
FBIN / Fortune Brands Innovations, Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
WST / West Pharmaceutical Services, Inc.
PRU / Prudential Financial, Inc.
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
AON / Aon plc
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
NUE / Nucor Corporation
AFK / VanEck ETF Trust - VanEck Africa Index ETF
FAST / Fastenal Company
PCY / Invesco Exchange-Traded Fund Trust II - Invesco Emerging Markets Sovereign Debt ETF
OKE / ONEOK, Inc.
TT / Trane Technologies plc
GWW / W.W. Grainger, Inc.
WFC / Wells Fargo & Company
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
OGE / OGE Energy Corp.
BRK.A / Berkshire Hathaway Inc.
KVUE / Kenvue Inc.
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
CSCO / Cisco Systems, Inc.
CSCO / Cisco Systems, Inc. Put
COR / Cencora, Inc.
PSA / Public Storage
NEE / NextEra Energy, Inc.
K / Kellanova
IR / Ingersoll Rand Inc.
CAT / Caterpillar Inc.
IQV / IQVIA Holdings Inc.
MELI / MercadoLibre, Inc.
V / Visa Inc.
CSGP / CoStar Group, Inc.
T / AT&T Inc.
CL / Colgate-Palmolive Company
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
LHX / L3Harris Technologies, Inc.
MA / Mastercard Incorporated
NKE / NIKE, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
CVS / CVS Health Corporation
IWB / iShares Trust - iShares Russell 1000 ETF
EXC / Exelon Corporation
PYPL / PayPal Holdings, Inc.
VLO / Valero Energy Corporation
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
UNH / UnitedHealth Group Incorporated
ADSK / Autodesk, Inc.
BK / The Bank of New York Mellon Corporation
KMB / Kimberly-Clark Corporation
GILD / Gilead Sciences, Inc.
ADBE / Adobe Inc.
CTSH / Cognizant Technology Solutions Corporation
ILMN / Illumina, Inc.
CPAY / Corpay, Inc.
SHOP / Shopify Inc.
BKNG / Booking Holdings Inc.
NOC / Northrop Grumman Corporation
MMM / 3M Company
CVX / Chevron Corporation
FIS / Fidelity National Information Services, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AMD / Advanced Micro Devices, Inc.
AMD / Advanced Micro Devices, Inc. Call
KR / The Kroger Co.
TSN / Tyson Foods, Inc.
D / Dominion Energy, Inc.
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SRE / Sempra
NEM / Newmont Corporation
MLM / Martin Marietta Materials, Inc.
TRV / The Travelers Companies, Inc.
JBL / Jabil Inc.
MMC / Marsh & McLennan Companies, Inc.
OC / Owens Corning
VRTX / Vertex Pharmaceuticals Incorporated
PCG / PG&E Corporation
PPG / PPG Industries, Inc.
COP / ConocoPhillips
LUMN / Lumen Technologies, Inc.
TDG / TransDigm Group Incorporated
GD / General Dynamics Corporation
FIVE / Five Below, Inc.
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
AEE / Ameren Corporation
BALL / Ball Corporation
AXP / American Express Company
TMO / Thermo Fisher Scientific Inc.
BMY / Bristol-Myers Squibb Company
ALDX / Aldeyra Therapeutics, Inc.
APH / Amphenol Corporation
STLD / Steel Dynamics, Inc.
CSX / CSX Corporation
TXN / Texas Instruments Incorporated
MPW / Medical Properties Trust, Inc.
WOOD / iShares Trust - iShares Global Timber & Forestry ETF
XPH / SPDR Series Trust - SPDR S&P Pharmaceuticals ETF
BBIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
WBD / Warner Bros. Discovery, Inc.
GPC / Genuine Parts Company
EXPD / Expeditors International of Washington, Inc.
MTD / Mettler-Toledo International Inc.
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
WBA / Walgreens Boots Alliance, Inc.
DFS / Discover Financial Services
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) Call
DUHP / Dimensional ETF Trust - Dimensional US High Profitability ETF
AES / The AES Corporation
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
STWD / Starwood Property Trust, Inc.
MDLZ / Mondelez International, Inc.
STZ / Constellation Brands, Inc.
QLC / FlexShares Trust - FlexShares US Quality Large Cap Index Fund
EWD / iShares, Inc. - iShares MSCI Sweden ETF
AIVC / Amplify ETF Trust - Amplify Bloomberg AI Value Chain ETF
HWKN / Hawkins, Inc.
GLD / SPDR Gold Trust
DAL / Delta Air Lines, Inc.
ADI / Analog Devices, Inc.
LKQ / LKQ Corporation
SNPS / Synopsys, Inc.
HON / Honeywell International Inc.
ORLY / O'Reilly Automotive, Inc.
HSY / The Hershey Company
KDP / Keurig Dr Pepper Inc.
NSC / Norfolk Southern Corporation
MPC / Marathon Petroleum Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
CTAS / Cintas Corporation
MAR / Marriott International, Inc.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
CHD / Church & Dwight Co., Inc.
ZION / Zions Bancorporation, National Association
KEYS / Keysight Technologies, Inc.
DLTR / Dollar Tree, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
RMD / ResMed Inc.
NVDA / NVIDIA Corporation
CNP / CenterPoint Energy, Inc.
ADM / Archer-Daniels-Midland Company
EL / The Estée Lauder Companies Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
LEMB / iShares, Inc. - iShares J.P. Morgan EM Local Currency Bond ETF
USB / U.S. Bancorp
PSX / Phillips 66
CME / CME Group Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
MPWR / Monolithic Power Systems, Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
REGN / Regeneron Pharmaceuticals, Inc.
LNT / Alliant Energy Corporation
APD / Air Products and Chemicals, Inc.
LLY / Eli Lilly and Company
DLR / Digital Realty Trust, Inc.
DXCM / DexCom, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
EW / Edwards Lifesciences Corporation
SNOW / Snowflake Inc.
MSFT / Microsoft Corporation
MSFT / Microsoft Corporation Call
OTIS / Otis Worldwide Corporation
CDW / CDW Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
TSLA / Tesla, Inc.
F / Ford Motor Company
ORCL / Oracle Corporation
LMT / Lockheed Martin Corporation
PM / Philip Morris International Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
VMC / Vulcan Materials Company
C / Citigroup Inc. - Corporate Bond/Note
LULU / lululemon athletica inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
MRNA / Moderna, Inc.
MRVL / Marvell Technology, Inc.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AAPL / Apple Inc.
AAPL / Apple Inc. Put
EPAM / EPAM Systems, Inc.
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
JPXN / iShares Trust - iShares JPX-Nikkei 400 ETF
SOFI / SoFi Technologies, Inc.
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
JNPR / Juniper Networks, Inc.
TQQQ / ProShares Trust - ProShares UltraPro QQQ
NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
IDV / iShares Trust - iShares International Select Dividend ETF
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
PGR / The Progressive Corporation
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
OTTR / Otter Tail Corporation
UNM / Unum Group
AWR / American States Water Company
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
NTRS / Northern Trust Corporation
KEY / KeyCorp
CMI / Cummins Inc.
AME / AMETEK, Inc.
EFX / Equifax Inc.
O / Realty Income Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
XJR / iShares Trust - iShares ESG Select Screened S&P Small-Cap ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
XEL / Xcel Energy Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
RACE / Ferrari N.V.
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
VCEL / Vericel Corporation
SPGI / S&P Global Inc.
WELL / Welltower Inc.
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
MNST / Monster Beverage Corporation
0JCT / Intuit Inc.
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
CMS / CMS Energy Corporation
MU / Micron Technology, Inc.
HCMT / Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
ES / Eversource Energy
QQQJ / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ Next Gen 100 ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
AXON / Axon Enterprise, Inc.
UBER / Uber Technologies, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DOC / Healthpeak Properties, Inc.
DFAU / Dimensional ETF Trust - Dimensional US Core Equity Market ETF
CNH / CNH Industrial N.V.
BR / Broadridge Financial Solutions, Inc.
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
IXP / iShares Trust - iShares Global Comm Services ETF
DMXF / iShares Trust - iShares ESG Advanced MSCI EAFE ETF
BC / Brunswick Corporation
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
EIX / Edison International
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
SPSC / SPS Commerce, Inc.
ROP / Roper Technologies, Inc.
QQQ / Invesco QQQ Trust, Series 1 Call
COF / Capital One Financial Corporation
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
CFO / Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
IGE / iShares Trust - iShares North American Natural Resources ETF
CI / The Cigna Group
WAT / Waters Corporation
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
QQQ / Invesco QQQ Trust, Series 1
GDXJ / VanEck ETF Trust - VanEck Junior Gold Miners ETF
URI / United Rentals, Inc.
QCOM / QUALCOMM Incorporated
TIP / iShares Trust - iShares TIPS Bond ETF
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
MO / Altria Group, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
SHV / iShares Trust - iShares Short Treasury Bond ETF
TECH / Bio-Techne Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
KRC / Kilroy Realty Corporation
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF Call
PAYX / Paychex, Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
EBAY / eBay Inc.
ODFL / Old Dominion Freight Line, Inc.
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
CARR / Carrier Global Corporation
DVY / iShares Trust - iShares Select Dividend ETF
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
TSCO / Tractor Supply Company
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
AEIS / Advanced Energy Industries, Inc.
BX / Blackstone Inc.
UMAR / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - March
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
PFG / Principal Financial Group, Inc.
GM / General Motors Company
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
OEF / iShares Trust - iShares S&P 100 ETF
JCI / Johnson Controls International plc
EWJ / iShares, Inc. - iShares MSCI Japan ETF
CENTA / Central Garden & Pet Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
RCL / Royal Caribbean Cruises Ltd.
INTC / Intel Corporation
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
STT / State Street Corporation
VPU / Vanguard World Fund - Vanguard Utilities ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SO / The Southern Company
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
DE / Deere & Company
CRWD / CrowdStrike Holdings, Inc.
J / Jacobs Solutions Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ZTS / Zoetis Inc.
SSD / Simpson Manufacturing Co., Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
BMO / Bank of Montreal
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
TILT / FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
GE / General Electric Company
CMG / Chipotle Mexican Grill, Inc.
SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
IWD / iShares Trust - iShares Russell 1000 Value ETF
NVDY / Tidal Trust II - YieldMax NVDA Option Income Strategy ETF
FITB / Fifth Third Bancorp
SF / Stifel Financial Corp.
AIG / American International Group, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
CRM / Salesforce, Inc.
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
LEN / Lennar Corporation
DIS / The Walt Disney Company
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
HLT / Hilton Worldwide Holdings Inc.
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
EVRG / Evergy, Inc.
ABT / Abbott Laboratories
TMUS / T-Mobile US, Inc.
IYR / iShares Trust - iShares U.S. Real Estate ETF
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
EWZ / iShares, Inc. - iShares MSCI Brazil ETF
AMGN / Amgen Inc.
LNG / Cheniere Energy, Inc.
MS / Morgan Stanley
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
IRM / Iron Mountain Incorporated
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
QDEF / FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
ABBV / AbbVie Inc.
MET / MetLife, Inc.
DG / Dollar General Corporation
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
IYW / iShares Trust - iShares U.S. Technology ETF
AEP / American Electric Power Company, Inc.
EBND / SPDR Series Trust - SPDR Bloomberg Emerging Markets Local Bond ETF
ICE / Intercontinental Exchange, Inc.
UPS / United Parcel Service, Inc.
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
EQIX / Equinix, Inc.
JNJ / Johnson & Johnson
MCK / McKesson Corporation
ARCC / Ares Capital Corporation
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
KHC / The Kraft Heinz Company
EIS / iShares, Inc. - iShares MSCI Israel ETF
DFAE / Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DD / DuPont de Nemours, Inc.
MCHP / Microchip Technology Incorporated
EXR / Extra Space Storage Inc.
BAX / Baxter International Inc.
GPI / Group 1 Automotive, Inc.
ETN / Eaton Corporation plc
FNF / Fidelity National Financial, Inc.
ABNB / Airbnb, Inc.
ASB / Associated Banc-Corp
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ATI / ATI Inc.
WM / Waste Management, Inc.
DVN / Devon Energy Corporation
KLAC / KLA Corporation
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
OBDC / Blue Owl Capital Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GLW / Corning Incorporated
AJG / Arthur J. Gallagher & Co.
NDAQ / Nasdaq, Inc.
NVDU / Direxion Shares ETF Trust - Direxion Daily NVDA Bull 2X Shares
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
IBB / iShares Trust - iShares Biotechnology ETF
CHTR / Charter Communications, Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
DHR / Danaher Corporation
RSG / Republic Services, Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
GAB / The Gabelli Equity Trust Inc.
BRK.B / Berkshire Hathaway Inc.
MUB / iShares Trust - iShares National Muni Bond ETF
SPY / SPDR S&P 500 ETF
NXPI / NXP Semiconductors N.V.
NULG / Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
MRK / Merck & Co., Inc.
TGT / Target Corporation
WMB / The Williams Companies, Inc.
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
IEZ / iShares Trust - iShares U.S. Oil Equipment & Services ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
VRSK / Verisk Analytics, Inc.
IDXX / IDEXX Laboratories, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
EMXF / iShares Trust - iShares ESG Advanced MSCI EM ETF
RZV / Invesco Exchange-Traded Fund Trust - Invesco S&P SmallCap 600 Pure Value ETF
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
IYF / iShares Trust - iShares U.S. Financials ETF
IWC / iShares Trust - iShares Micro-Cap ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
OSK / Oshkosh Corporation
PHM / PulteGroup, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
CAH / Cardinal Health, Inc.
NOW / ServiceNow, Inc.
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
SHW / The Sherwin-Williams Company
SCHR / Schwab Strategic Trust - Schwab Intermediate-Term U.S. Treasury ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
GHYG / iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
WSM / Williams-Sonoma, Inc.
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
AFG / American Financial Group, Inc.
FTNT / Fortinet, Inc.
DUK / Duke Energy Corporation
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
CPRT / Copart, Inc.
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SYK / Stryker Corporation
PSP / Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CB / Chubb Limited
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
BBAX / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Developed Asia Pacific ex-Japan ETF
IYH / iShares Trust - iShares U.S. Healthcare ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
DHI / D.R. Horton, Inc.
EOG / EOG Resources, Inc.
UNP / Union Pacific Corporation
PWR / Quanta Services, Inc.
MBB / iShares Trust - iShares MBS ETF
AMAT / Applied Materials, Inc.
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
HYGV / FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund
CDC / Lehman Abs Corp Backed Trust Certs Ser 2001-19 - Preferred Security
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
AZO / AutoZone, Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
CMA / Comerica Incorporated
ACN / Accenture plc
MAIN / Main Street Capital Corporation
LOW / Lowe's Companies, Inc.
RSPF / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Financials ETF
JEF / Jefferies Financial Group Inc.
ESTA / Establishment Labs Holdings Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
DIAL / Columbia Threadneedle Investments - Columbia Diversified Fixed Income Allocation ETF Fund
VTV / Vanguard Index Funds - Vanguard Value ETF
WTRG / Essential Utilities, Inc.
FANG / Diamondback Energy, Inc.
HSIC / Henry Schein, Inc.
GEHC / GE HealthCare Technologies Inc.
BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
LGLV / SPDR Series Trust - SPDR SSGA US Large Cap Low Volatility Index ETF
MSCI / MSCI Inc.
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IWR / iShares Trust - iShares Russell Mid-Cap ETF
AMT / American Tower Corporation
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
FI / Fiserv, Inc.
WRAP / Wrap Technologies, Inc.
GIS / General Mills, Inc.
CF / CF Industries Holdings, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
V / Visa Inc. Call
MSI / Motorola Solutions, Inc.
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
EWU / iShares Trust - iShares MSCI United Kingdom ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
AIZ / Assurant, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
FDX / FedEx Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
ETHO / Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
GPK / Graphic Packaging Holding Company
LIN / Linde plc
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
AVDE / American Century ETF Trust - Avantis International Equity ETF
CLOV / Clover Health Investments, Corp.
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
CEG / Constellation Energy Corporation
AFL / Aflac Incorporated
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
IYM / iShares Trust - iShares U.S. Basic Materials ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
BILS / SPDR Series Trust - SPDR Bloomberg 3-12 Month T-Bill ETF
STE / STERIS plc
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
CBRE / CBRE Group, Inc.
WRB / W. R. Berkley Corporation
EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
SYF / Synchrony Financial
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
RJF / Raymond James Financial, Inc.
SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
HYBB / iShares Trust - iShares BB Rated Corporate Bond ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
PFE / Pfizer Inc.
IYY / iShares Trust - iShares Dow Jones U.S. ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
ANET / Arista Networks Inc
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
TFC / Truist Financial Corporation
GBTC / Grayscale Bitcoin Trust (BTC)
HAL / Halliburton Company
SYY / Sysco Corporation
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
TJX / The TJX Companies, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
NVT / nVent Electric plc
NULV / Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
PLD / Prologis, Inc.
CGW / Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
ADP / Automatic Data Processing, Inc.
AMCR / Amcor plc
ATMU / Atmus Filtration Technologies Inc.
STX / Seagate Technology Holdings plc
DFUS / Dimensional ETF Trust - Dimensional U.S. Equity Market ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
MCO / Moody's Corporation
COST / Costco Wholesale Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
ROST / Ross Stores, Inc.
SCHW / The Charles Schwab Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF Call
IWN / iShares Trust - iShares Russell 2000 Value ETF
HES / Hess Corporation
BBH / VanEck ETF Trust - VanEck Biotech ETF
ANSS / ANSYS, Inc.
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
PINS / Pinterest, Inc.
TTD / The Trade Desk, Inc.
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
MDY / SPDR S&P MidCap 400 ETF Trust
IWF / iShares Trust - iShares Russell 1000 Growth ETF
CTVA / Corteva, Inc.
PH / Parker-Hannifin Corporation
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
VTR / Ventas, Inc.
IDHQ / Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
FHN / First Horizon Corporation
GS / The Goldman Sachs Group, Inc.
ISRG / Intuitive Surgical, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
PANW / Palo Alto Networks, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
FCX / Freeport-McMoRan Inc.
EMR / Emerson Electric Co.
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
KO / The Coca-Cola Company
WEC / WEC Energy Group, Inc.
WMT / Walmart Inc.
IVV / iShares Trust - iShares Core S&P 500 ETF
NIC / Nicolet Bankshares, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
PG / The Procter & Gamble Company
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
HWM / Howmet Aerospace Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF Call