| CSL / Carlisle Companies Incorporated
|
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|
|
| INTU / Intuit Inc.
|
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|
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| SHEL / Shell plc - Depositary Receipt (Common Stock)
|
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| LKQ / LKQ Corporation
|
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| LLY / Eli Lilly and Company
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| AVMV / American Century ETF Trust - Avantis U.S. Mid Cap Value ETF
|
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| NDAQ / Nasdaq, Inc.
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| UBER / Uber Technologies, Inc.
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| QQQ_KZ / Invesco QQQ Trust, Series 1
|
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| IBKR / Interactive Brokers Group, Inc.
|
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| XOM / Exxon Mobil Corporation
|
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| NMR / Nomura Holdings, Inc. - Depositary Receipt (Common Stock)
|
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| HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
|
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| AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
|
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|
| AMD / Advanced Micro Devices, Inc.
|
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| GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
|
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| IAU / iShares Gold Trust
|
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|
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| BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
|
|
|
|
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|
|
| AMCR / Amcor plc
|
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| ELS / Equity LifeStyle Properties, Inc.
|
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|
|
| INVESTMENT MANAGERS SER TR I
/ AXS CHANGE FINAN (46144X107) |
|
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| PGR / The Progressive Corporation
|
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| MDLZ / Mondelez International, Inc.
|
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| CROX / Crocs, Inc.
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| NLY / Annaly Capital Management, Inc.
|
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| BERY / Berry Global Group, Inc.
|
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| LNC / Lincoln National Corporation
|
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| A / Agilent Technologies, Inc.
|
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| CMCSA / Comcast Corporation
|
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| NWL / Newell Brands Inc.
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| RDN / Radian Group Inc.
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| WSO / Watsco, Inc.
|
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| OC / Owens Corning
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| CSCO / Cisco Systems, Inc.
|
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| PFE / Pfizer Inc.
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| MSFT / Microsoft Corporation
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| CBRE / CBRE Group, Inc.
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| ECL / Ecolab Inc.
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| KO / The Coca-Cola Company
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| SPGI / S&P Global Inc.
|
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| AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
|
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| NWSA / News Corporation
|
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| LRCX / Lam Research Corporation
|
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| GLW / Corning Incorporated
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| JCI / Johnson Controls International plc
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| SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
|
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| ETN / Eaton Corporation plc
|
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| TXRH / Texas Roadhouse, Inc.
|
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| RL / Ralph Lauren Corporation
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| ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
|
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| UNH / UnitedHealth Group Incorporated
|
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| VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
|
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| JMHI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan High Yield Municipal ETF
|
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| LOW / Lowe's Companies, Inc.
|
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| COST / Costco Wholesale Corporation
|
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| JBL / Jabil Inc.
|
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| EFIV / SPDR Series Trust - SPDR S&P 500 ESG ETF
|
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| NVT / nVent Electric plc
|
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| WY / Weyerhaeuser Company
|
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| IR / Ingersoll Rand Inc.
|
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| BGRN / iShares Trust - iShares USD Green Bond ETF
|
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| COR / Cencora, Inc.
|
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| ATR / AptarGroup, Inc.
|
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| WPM / Wheaton Precious Metals Corp.
|
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|
| MUB / iShares Trust - iShares National Muni Bond ETF
|
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|
|
| ABT / Abbott Laboratories
|
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| BURL / Burlington Stores, Inc.
|
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| UTHR / United Therapeutics Corporation
|
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| CDW / CDW Corporation
|
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| BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
|
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| XPRO / Expro Group Holdings N.V.
|
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|
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| MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
|
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|
|
| MFG / Mizuho Financial Group, Inc. - Depositary Receipt (Common Stock)
|
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|
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|
|
| WMT / Walmart Inc.
|
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|
|
| IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
|
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|
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|
| PSO / Pearson plc - Depositary Receipt (Common Stock)
|
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|
| NOW / ServiceNow, Inc.
|
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|
| USFD / US Foods Holding Corp.
|
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|
| CME / CME Group Inc.
|
|
|
|
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|
|
| ABBV / AbbVie Inc.
|
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|
| TXN / Texas Instruments Incorporated
|
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|
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|
|
| HAS / Hasbro, Inc.
|
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|
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|
|
| FDS / FactSet Research Systems Inc.
|
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|
|
|
|
| SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
|
|
|
|
|
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|
|
| MA / Mastercard Incorporated
|
|
|
|
|
|
|
|
| KB / KB Financial Group Inc. - Depositary Receipt (Common Stock)
|
|
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|
|
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|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| AMAT / Applied Materials, Inc.
|
|
|
|
|
|
|
|
| RBA / RB Global, Inc.
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| GWW / W.W. Grainger, Inc.
|
|
|
|
|
|
|
|
| AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
| ONCY / Oncolytics Biotech Inc.
|
|
|
|
|
|
|
|
| WPC / W. P. Carey Inc.
|
|
|
|
|
|
|
|
| SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
|
|
|
|
|
|
|
|
| BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| JXN / Jackson Financial Inc.
|
|
|
|
|
|
|
|
| ANET / Arista Networks Inc
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| RELX / RELX PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| AVGO / Broadcom Inc.
|
|
|
|
|
|
|
|
| NJR / New Jersey Resources Corporation
|
|
|
|
|
|
|
|
| GPK / Graphic Packaging Holding Company
|
|
|
|
|
|
|
|
| FOX / Fox Corporation
|
|
|
|
|
|
|
|
| SH / ProShares Trust - ProShares Short S&P500
|
|
|
|
|
|
|
|
| CVX / Chevron Corporation
|
|
|
|
|
|
|
|
| FOXA / Fox Corporation
|
|
|
|
|
|
|
|
| RGA / Reinsurance Group of America, Incorporated
|
|
|
|
|
|
|
|
| WSM / Williams-Sonoma, Inc.
|
|
|
|
|
|
|
|
| AMH / American Homes 4 Rent
|
|
|
|
|
|
|
|
| GGG / Graco Inc.
|
|
|
|
|
|
|
|
| BMRN / BioMarin Pharmaceutical Inc.
|
|
|
|
|
|
|
|
| LECO / Lincoln Electric Holdings, Inc.
|
|
|
|
|
|
|
|
| JKHY / Jack Henry & Associates, Inc.
|
|
|
|
|
|
|
|
| DOCU / DocuSign, Inc.
|
|
|
|
|
|
|
|
| BR / Broadridge Financial Solutions, Inc.
|
|
|
|
|
|
|
|
| MMSI / Merit Medical Systems, Inc.
|
|
|
|
|
|
|
|
| GLPI / Gaming and Leisure Properties, Inc.
|
|
|
|
|
|
|
|
| PLD / Prologis, Inc.
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| ZTS / Zoetis Inc.
|
|
|
|
|
|
|
|
| GWRE / Guidewire Software, Inc.
|
|
|
|
|
|
|
|
| PEP / PepsiCo, Inc.
|
|
|
|
|
|
|
|
| FTXP / Foothills Exploration, Inc.
|
|
|
|
|
|
|
|
| IPG / The Interpublic Group of Companies, Inc.
|
|
|
|
|
|
|
|
| SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| JUST / Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
|
|
| XPO / XPO, Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| MSI / Motorola Solutions, Inc.
|
|
|
|
|
|
|
|
| PFG / Principal Financial Group, Inc.
|
|
|
|
|
|
|
|
| NBIX / Neurocrine Biosciences, Inc.
|
|
|
|
|
|
|
|
| BMI / Badger Meter, Inc.
|
|
|
|
|
|
|
|
| CORT / Corcept Therapeutics Incorporated
|
|
|
|
|
|
|
|
| DHR / Danaher Corporation
|
|
|
|
|
|
|
|
| WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
| BSX / Boston Scientific Corporation
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| BALL / Ball Corporation
|
|
|
|
|
|
|
|
| SGI / Somnigroup International Inc.
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| MORN / Morningstar, Inc.
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| GDDY / GoDaddy Inc.
|
|
|
|
|
|
|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
| GJR / Strats Trust For Procter & Gambel Security - Preferred Security
|
|
|
|
|
|
|
|
| SIVR / abrdn Silver ETF Trust - abrdn Physical Silver Shares ETF
|
|
|
|
|
|
|
|
| CCK / Crown Holdings, Inc.
|
|
|
|
|
|
|
|
| SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
|
|
|
|
|
|
|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
|
|
|
|
|
|
|
|
| SFM / Sprouts Farmers Market, Inc.
|
|
|
|
|
|
|
|
| IQSM / New York Life Investments ETF Trust - NYLI Candriam U.S. Mid Cap Equity ETF
|
|
|
|
|
|
|
|
| CI / The Cigna Group
|
|
|
|
|
|
|
|
| SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
|
|
|
|
|
|
|
|
| BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
|
|
|
|
|
|
|
|
| EWBC / East West Bancorp, Inc.
|
|
|
|
|
|
|
|
| UNM / Unum Group
|
|
|
|
|
|
|
|
| CLS / Celestica Inc.
|
|
|
|
|
|
|
|
| ES / Eversource Energy
|
|
|
|
|
|
|
|
| JLL / Jones Lang LaSalle Incorporated
|
|
|
|
|
|
|
|
| SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
|
|
|
|
|
|
|
|
| SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
|
|
|
|
|
|
|
|
| DFSB / Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
|
|
|
|
|
|
|
|
| HYXF / iShares Trust - iShares ESG Advanced High Yield Corporate Bond ETF
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| KMI / Kinder Morgan, Inc.
|
|
|
|
|
|
|
|
| VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
|
|
|
|
|
|
|
| SPHY / SPDR Series Trust - SPDR Portfolio High Yield Bond ETF
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| IQSI / New York Life Investments ETF Trust - NYLI Candriam International Equity ETF
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| VOTE / TCW ETF Trust - TCW Transform 500 ETF
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| URTH / iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
|
|
| TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
| FNF / Fidelity National Financial, Inc.
|
|
|
|
|
|
|
|
| EXEL / Exelixis, Inc.
|
|
|
|
|
|
|
|
| AON / Aon plc
|
|
|
|
|
|
|
|
| RS / Reliance, Inc.
|
|
|
|
|
|
|
|
| TFLO / iShares Trust - iShares Treasury Floating Rate Bond ETF
|
|
|
|
|
|
|
|
| PFGC / Performance Food Group Company
|
|
|
|
|
|
|
|
| ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
|
|
|
|
|
|
|
|
| ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
|
|
|
|
|
|
|
|
| PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
|
|
|
|
|
|
|
|
| HLT / Hilton Worldwide Holdings Inc.
|
|
|
|
|
|
|
|
| EA / Electronic Arts Inc.
|
|
|
|
|
|
|
|
| BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| URI / United Rentals, Inc.
|
|
|
|
|
|
|
|
| VTES / Vanguard Wellington Fund - Vanguard Short-Term Tax-Exempt Bond ETF
|
|
|
|
|
|
|
|
| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
| ICE / Intercontinental Exchange, Inc.
|
|
|
|
|
|
|
|
| MHK / Mohawk Industries, Inc.
|
|
|
|
|
|
|
|
| EQH / Equitable Holdings, Inc.
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| NWS / News Corporation
|
|
|
|
|
|
|
|
| RNR / RenaissanceRe Holdings Ltd.
|
|
|
|
|
|
|
|
| WAT / Waters Corporation
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
|
|
|
| HLN / Haleon plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| PYPL / PayPal Holdings, Inc.
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| UL / Unilever PLC - Depositary Receipt (Common Stock)
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| ELV / Elevance Health, Inc.
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| ACM / AECOM
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| FIS / Fidelity National Information Services, Inc.
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| ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
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| NYT / The New York Times Company
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| JMSI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Sustainable Municipal Income ETF
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| FLMB / Franklin Templeton ETF Trust - Franklin Municipal Green Bond ETF
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| VZ / Verizon Communications Inc.
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| WMB / The Williams Companies, Inc.
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| NVS / Novartis AG - Depositary Receipt (Common Stock)
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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| EUSB / iShares Trust - iShares ESG Advanced Total USD Bond Market ETF
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| IVE / iShares Trust - iShares S&P 500 Value ETF
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| GOOG / Alphabet Inc.
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| V / Visa Inc.
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| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
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| RSG / Republic Services, Inc.
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| ISRG / Intuitive Surgical, Inc.
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| PEN / Penumbra, Inc.
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| ORLY / O'Reilly Automotive, Inc.
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| SYY / Sysco Corporation
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| AXP / American Express Company
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| TT / Trane Technologies plc
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| PRI / Primerica, Inc.
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| MCD / McDonald's Corporation
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| KEYS / Keysight Technologies, Inc.
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| COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
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| HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
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| BRK.A / Berkshire Hathaway Inc.
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| WTRG / Essential Utilities, Inc.
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| AVLC / American Century ETF Trust - Avantis U.S. Large Cap Equity ETF
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| MCO / Moody's Corporation
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| META / Meta Platforms, Inc.
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| DE / Deere & Company
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| AAPL / Apple Inc.
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| BAC / Bank of America Corporation
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| LIN / Linde plc
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| SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
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| VTEI / Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF
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| SCI / Service Corporation International
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| WCN / Waste Connections, Inc.
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| CASY / Casey's General Stores, Inc.
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| 0QYN / B2Gold Corp.
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| EAT / Brinker International, Inc.
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| JPM / JPMorgan Chase & Co.
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| EXC / Exelon Corporation
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| SAP / SAP SE - Depositary Receipt (Common Stock)
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| AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
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| NVDA / NVIDIA Corporation
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| HIG / The Hartford Insurance Group, Inc.
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| EZU / iShares, Inc. - iShares MSCI Eurozone ETF
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| SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
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| IVW / iShares Trust - iShares S&P 500 Growth ETF
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| SPMO / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Momentum ETF
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| RRX / Regal Rexnord Corporation
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| TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
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| GLD / SPDR Gold Trust
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| SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
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| AAL / American Airlines Group Inc.
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| KEP / Korea Electric Power Corporation - Depositary Receipt (Common Stock)
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| RGLD / Royal Gold, Inc.
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| ADBE / Adobe Inc.
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| STSB / EA Series Trust - Stance Sustainable Beta ETF
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| CRM / Salesforce, Inc.
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| GOOGL / Alphabet Inc.
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| NFLX / Netflix, Inc.
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.
