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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

1ST SOURCE BANK

Quarter ended Q2 2023 · Filed May 9, 2023 · Accession 0000356264-23-000004

Total Value
$1.50B
Positions
382
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (382)

#IssuerTicker / CUSIPSharesValue% of Filing
11ST SOURCE CORPSRCE7,399,841$319.3M21.22%
2ISHARES RUSSELL 1000 GROWTH ET464287614607,275$148.4M9.86%
3SPDR S&P DIVIDEND ETF78464A763913,774$113.0M7.51%
4ISHARES RUSSELL 1000 VALUE ETF464287598578,134$88.0M5.85%
5SPDR S&P 500 ETF TRUSTSPY169,616$69.4M4.62%
6APPLE INCAAPL181,137$29.9M1.99%
7VANGUARD MSCI EAFE ETF921943858627,232$28.3M1.88%
8ISHARES MSCI EAFE ETF464287465381,642$27.3M1.81%
9MICROSOFT CORPMSFT89,131$25.7M1.71%
10VANGUARD MSCI EMERGING MARKETS922042858568,196$23.0M1.53%
11ISHARES CORE S&P SMALL-CAP ETF464287804229,379$22.2M1.47%
12ISHARES RUSSELL 2000 ETF464287655108,226$19.3M1.28%
13ISHARES MSCI EMR MRK EX CHNA46434G764372,122$18.4M1.22%
14HONEYWELL INTERNATIONAL INC43851610694,912$18.1M1.21%
15ISHARES MSCI EAFE VALUE ETF464288877359,746$17.5M1.16%
16SPDR S&P MIDCAP 400 ETF TRUSTMDY36,938$16.9M1.13%
17LILLY ELI & COLLY43,066$14.8M0.98%
18PEPSICO INCPEP74,523$13.6M0.90%
19ISHARES CORE S&P MID-CAP ETF46428750753,677$13.4M0.89%
20JOHNSON & JOHNSONJNJ85,312$13.2M0.88%
21PATRICK INDS INC703343103167,732$11.5M0.77%
22ALPHABET INC CL AGOOG110,354$11.4M0.76%
23MERCK & CO INCMRK101,644$10.8M0.72%
24THERMO FISHER SCIENTIFIC INCTMO17,000$9.8M0.65%
25JP MORGAN CHASE & COVYLD74,796$9.7M0.65%
26AMAZON.COM INCAMZN91,497$9.5M0.63%
27MCDONALDS CORPMCD33,201$9.3M0.62%
28CHEVRON CORPORATIONCVX49,753$8.1M0.54%
29FIRST TRUST VALUE LINE DVD33734H106199,936$8.0M0.53%
30PROCTER & GAMBLE CO74271810951,832$7.7M0.51%
31ISHARES MSCI EMERGING MKT ETF464287234194,856$7.7M0.51%
32HOME DEPOT INCHD25,366$7.5M0.50%
33AUTOMATIC DATA PROCESSING INCADP32,660$7.3M0.48%
34NORFOLK SOUTHERN CORP65584410833,542$7.1M0.47%
35COSTCO WHOLESALE CORP22160K10512,731$6.3M0.42%
36SPDR PORTFOLIO S&P 500 GROWTH78464A409113,264$6.3M0.42%
37ISHARES INTERMEDIATE GOV/CR ET46428861258,547$6.1M0.41%
38DANAHER CORP23585110223,755$6.0M0.40%
39AMERICAN EXPRESS COAXP36,088$6.0M0.40%
40DISNEY WALT CO NEW25468710658,203$5.8M0.39%
41ALPHABET INC CL CGOOG55,708$5.8M0.39%
42EXXON MOBIL CORPXOM48,586$5.3M0.35%
43CISCO SYSTEMS INCCSCO92,230$4.8M0.32%
44BERKSHIRE HATHAWAY INC-CL BBRK-A15,374$4.7M0.32%
45MICROCHIP TECHNOLOGY INCMCHPP56,470$4.7M0.31%
46ABBVIE INCABBV29,435$4.7M0.31%
47INTL. BUSINESS MACHINES CORPINTR35,673$4.7M0.31%
48PFIZER INCPFE113,944$4.6M0.31%
49ORACLE CORPORATIONORCL-PD49,099$4.6M0.30%
50CONOCOPHILLIPSCOP45,586$4.5M0.30%
51ISHARES CORE U.S. AGGREGATE46428722645,267$4.5M0.30%
52TJX COS INC87254010957,434$4.5M0.30%
53ABBOTT LABSABLZF42,370$4.3M0.29%
54MASTERCARD INC CL AMA11,674$4.2M0.28%
55ALLSTATE CORPALL-PJ36,342$4.0M0.27%
56NIKE INC-CLASS BNKE32,799$4.0M0.27%
57QUALCOMM INCQCOM31,123$4.0M0.26%
58PALO ALTO NETWORKS INCPANW18,904$3.8M0.25%
59ISHARES IBOXX USD HIGH YIELD46428851349,327$3.7M0.25%
60STARBUCKS CORPSBUX33,144$3.5M0.23%
61LAKELAND FINL CORP51165610053,654$3.4M0.22%
62REAL ESTATE SELECT SECT SPDR81369Y86089,382$3.3M0.22%
63NVIDIA CORPNVDA11,713$3.3M0.22%
64AMERICAN WATER WORKS CO INC03042010322,124$3.2M0.22%
65VISA INC CL AV13,970$3.1M0.21%
663M COMMM28,893$3.0M0.20%
67INTUITIVE SURGICAL INCISRG11,872$3.0M0.20%
68METLIFE INCMET-PF52,052$3.0M0.20%
69BRISTOL MYERS SQUIBB COCELG-RI42,923$3.0M0.20%
70WALMART INCWMT20,100$3.0M0.20%
71BANK OF AMERICA CORP060505104103,369$3.0M0.20%
72VERIZON COMMUNICATIONSVZ73,621$2.9M0.19%
73CTS CORPCTS57,351$2.8M0.19%
74LOCKHEED MARTIN CORPLMT5,873$2.8M0.18%
75WASTE MANAGEMENT INC94106L10916,979$2.8M0.18%
76DEERE & CODE6,592$2.7M0.18%
77TRAVELERS COMPANIES INCTRV15,816$2.7M0.18%
78LAUDER ESTEE COS CL-A51843910410,984$2.7M0.18%
79SPDR S&P DIVIDEND ETF78464A76321,806$2.7M0.18%
80BLACKSTONE INCBX30,523$2.7M0.18%
81AIR PRODUCTS & CHEMICALS INCAIIR9,105$2.6M0.17%
82RAYTHEON TECHNOLOGIES CORPRTX26,127$2.6M0.17%
83NEXTERA ENERGY INCNEE-PW33,173$2.6M0.17%
84BROADCOM INCAVGO3,976$2.6M0.17%
85AMERICAN ELEC PWR INC02553710126,298$2.4M0.16%
86ISHARES BIOTECHNOLOGY ETF46428755617,876$2.3M0.15%
87SPDR PORTFOLIO S&P 500 VALUE E78464A50856,466$2.3M0.15%
88LOWES COS INC54866110711,480$2.3M0.15%
89CATERPILLAR INCCAT9,908$2.3M0.15%
90YUM! BRANDS INCYUM16,915$2.2M0.15%
91BOEING COBA-PA10,268$2.2M0.14%
92HCA HEALTHCARE INCHCA8,132$2.1M0.14%
93ACTIVISION BLIZZARD, INC00507V10924,203$2.1M0.14%
94KIMBERLY CLARK CORPKMB15,149$2.0M0.14%
95SYSCO CORPSYY25,610$2.0M0.13%
96PAYPAL HOLDINGS INCPYPL24,505$1.9M0.12%
97FORTIVE CORPFTV26,761$1.8M0.12%
98ISHARES CORE MSCI EAFE ETF46432F84227,261$1.8M0.12%
99FT CBOE VEST US EQUITY BUFF33740F84747,950$1.8M0.12%
100SPDR GOLD TRUSTGLD9,628$1.8M0.12%
101GENERAL DYNAMICS CORPGD7,640$1.7M0.12%
102APPLE INCAAPL10,524$1.7M0.12%
103ISHARES RUSSELL 1000 GROWTH ET4642876146,690$1.6M0.11%
104INTEL CORPINTC48,682$1.6M0.11%
105INVESCO QQQ TRUST SERIES 1IVZ4,875$1.6M0.10%
106ZIMMER BIOMET HOLDINGS INCZBH12,089$1.6M0.10%
107CHIPOTLE MEXICAN GRILL INCCMG905$1.5M0.10%
108DUPONT DE NEMOURS INCDD20,433$1.5M0.10%
109US BANCORP NEWUSB-PS39,660$1.4M0.10%
110MEDTRONIC PLCMDT17,372$1.4M0.09%
111DOW INCDOW25,067$1.4M0.09%
112FT CBOE VEST US EQY DEEP BUF33740F77140,255$1.4M0.09%
113MORGAN STANLEYMS-PQ15,300$1.3M0.09%
114AT&T INCT-PC68,160$1.3M0.09%
115CORTEVA INCCTVA21,656$1.3M0.09%
116UNITED PARCEL SERVICE CL BUPS6,726$1.3M0.09%
117GENERAL ELECTRIC CO36960430113,218$1.3M0.08%
118BP PLC SPONS ADRBPPFF33,096$1.3M0.08%
119CHARLES SCHWAB CORPSCHW-PJ23,968$1.3M0.08%
120NUCOR CORPNUE7,878$1.2M0.08%
121UNION PAC CORPUNP6,013$1.2M0.08%
122COCA COLA COKO19,409$1.2M0.08%
123ISHARES CORE S&P 500 ETF4642872002,843$1.2M0.08%
124ZOETIS INCZTS6,931$1.2M0.08%
125UTILITIES SELECT SECTOR SPDR81369Y88616,003$1.1M0.07%
126ROCKWELL AUTOMATION INCROK3,666$1.1M0.07%
127STRYKER CORPORATIONSYK3,750$1.1M0.07%
128ISHARES RUSSELL MIDCAP ETF46428749914,908$1.0M0.07%
129ELEVANCE HEALTH INCELV2,249$1.0M0.07%
130DUKE ENERGY CORPDUKB10,549$1.0M0.07%
131CVS HEALTH CORPCVS13,155$977,5480.06%
132ISHARES ESG AWARE MSCI USA ETF46435G42510,792$976,1360.06%
133EDWARDS LIFESCIENCES CORPEW11,426$945,2730.06%
134L3 HARRIS TECHNOLOGIES INCLHX4,748$931,7480.06%
135COMCAST CORP-CL ACCZ24,576$931,6760.06%
136HORIZON BANCORP INC/INHBNC82,169$908,7890.06%
137VANGUARD SMALL-CAP ETF9229087514,744$899,2730.06%
138CABOT CORPCBT11,693$896,1520.06%
139PUTNAM MUNI OPPORTUNITIES TR74692210386,002$890,9810.06%
140SALESFORCE INCCRM4,428$884,6260.06%
141TEXAS INSTRUMENTS INC8825081044,651$865,1330.06%
142AMGEN INCAMGN3,487$842,9820.06%
143ISHARES CORE S&P SMALL-CAP ETF4642878048,670$838,3890.06%
144KEYCORP49326710866,217$829,0370.06%
145ENBRIDGE INCORPORATEDENNPF21,307$812,8620.05%
146BLACKROCK INC CL ABLK1,211$810,3040.05%
147META PLATFORMS INC CL AMETA3,810$807,4910.05%
148GRAINGER W W INC3848021041,160$799,0200.05%
149GLOBAL PAYMENTS INC37940X1027,349$773,4090.05%
150VANGUARD GROWTH ETF9229087363,075$767,0280.05%
151ILLINOIS TOOL WKS INC4523081093,125$760,7810.05%
152YUM CHINA HOLDINGS INCYUMC11,982$759,5390.05%
153FT CBOE VEST US DEEP BUFF OCT33740F67223,034$756,1650.05%
154MARVELL TECHNOLOGY INCMRVL17,128$741,6420.05%
155TARGET CORPTGT4,432$734,0720.05%
156FIRST TRUST NYSE ARCA BIOTEC33733E2034,694$727,7020.05%
157ENERGY SELECT SECTOR SPDR81369Y5068,703$720,8690.05%
158WELLS FARGO & CO94974610119,162$716,2760.05%
159UNITEDHEALTH GROUP INCUNH1,497$707,4670.05%
160NISOURCE INCNI25,242$705,7660.05%
161PHILLIPS 66PSX6,899$699,4210.05%
162ADOBE INCADBE1,805$695,5930.05%
163MASCO CORPMAS13,677$680,0200.05%
164FT CBOE VEST US EQUITY DEEP33740F83919,637$672,9600.04%
165MICROSOFT CORPMSFT2,321$669,1440.04%
166HUMANA INCHUM1,351$655,8560.04%
167ISHARES ESG AWARE MSCI EAFE ET46435G5169,065$651,2300.04%
168ARCHER DANIELS MIDLAND COADM7,874$627,2430.04%
169GENERAL MLS INC3703341047,325$625,9950.04%
170ISHARES RUSSELL MIDCAP GRWTH E4642874816,810$620,0510.04%
171EOG RES INCEOG5,170$592,6370.04%
172LULULEMON ATHLETICA INCLULU1,569$571,4140.04%
173MARATHON PETROLEUM CORPORATIONMARA4,197$565,8820.04%
174SCHLUMBERGER LTDSLB10,896$534,9940.04%
175INTUIT INCINTU1,198$534,1040.04%
176DIGITAL REALTY TRUST INC REIT2538681035,422$533,0370.04%
177FISERV INCFISV4,715$532,9360.04%
178FEDEX CORPORATIONFDX2,325$531,2390.04%
179EBAY INCEBAY11,932$529,4230.04%
180FT CBOE VEST NASDAQ-100 BUFF33740F58122,500$499,0500.03%
181CORNING INCGLW13,991$493,6020.03%
182CHUBB LTDCB2,508$487,0030.03%
183BAXTER INTL INC07181310911,822$479,5000.03%
184SPDR BLOOMBERG HIGH YIELD BOND78468R6224,903$455,0960.03%
185EMERSON ELEC COEMR5,141$447,9870.03%
186COGNIZANT TECHNOLOGY SOLUTIONSCTSH7,298$444,6670.03%
187VANGUARD S&P 500 ETF9229083631,180$443,7630.03%
188MCDONALDS CORPMCD1,575$440,3860.03%
189THE CIGNA GROUP1255231001,718$439,0010.03%
190NORTHROP GRUMMAN CORPORATIONNOC950$438,6340.03%
191CARRIER GLOBAL CORPCARR9,536$436,2720.03%
192EATON CORP PLCETN2,529$433,3190.03%
193CSX CORPCSX14,192$424,9080.03%
194OTIS WORLDWIDE CORPOTIS4,978$420,1430.03%
195ISHARES RUSSELL MIDCAP VALUE E4642874733,952$419,7020.03%
196CARDINAL HEALTH INCCAH5,407$408,2290.03%
197ANALOG DEVICES INCADI2,047$403,7090.03%
198ALPHABET INC CL AGOOG3,858$400,1900.03%
199AMERICAN TOWER CORP REIT03027X1001,857$379,4590.03%
200SCHWAB US DVD EQUITY ETF8085247975,160$377,5060.03%
201ACCENTURE PLC CL AACN1,317$376,4120.03%
202ISHARES RUSSELL 1000 ETF4642876221,661$374,1070.02%
203DOMINION ENERGY INCD6,542$365,7630.02%
204GE HEALTHCARE TECHNOLOGIES INCGEHC4,326$354,8620.02%
205BCE INCBCPPF7,861$352,0940.02%
206ISHARES IBOXX INV GRD CORP BON4642872423,199$350,6420.02%
207BECTON DICKINSONBDX1,370$339,1300.02%
208CUMMINS INCCMI1,412$337,2990.02%
209TRUIST FINANCIAL CORP89832Q1099,724$331,5880.02%
210DOLLAR TREE INCDLTR2,290$328,7300.02%
211WENDY'S CO/THE95058W10015,085$328,5510.02%
212VANGUARD RUSSELL 2000 ETF92206C6644,491$323,7110.02%
213FT CBOE VEST US EQ BUFF SERP33740U3078,885$314,1750.02%
214JOHNSON & JOHNSONJNJ2,014$312,1700.02%
215JACOBS SOLUTIONS INCJ2,647$311,0490.02%
216JP MORGAN CHASE & COVYLD2,385$310,7890.02%
217MATERIALS SELECT SPDR FUND81369Y1003,829$308,8470.02%
218CME GROUP INC.CME1,610$308,3470.02%
219ALPHABET INC CL CGOOG2,936$305,3440.02%
220OLD NATL BANCORP68003310720,394$294,0810.02%
221APPLIED MATERIALS INC0382221052,364$290,3700.02%
222ALLSTATE CORPALL-PJ2,608$288,9920.02%
223AUTOMATIC DATA PROCESSING INCADP1,295$288,3060.02%
224CLOROX COMPANYCLX1,808$286,0980.02%
225ISHARES RUSSELL 1000 VALUE ETF4642875981,877$285,7920.02%
226PEPSICO INCPEP1,556$283,6590.02%
227VANGUARD IND FD MID-CAP9229086291,336$281,7890.02%
228ISHARES IBONDS DEC 2023 TERM C46434VAX810,938$275,5280.02%
229WEC ENERGY GROUP INCWEC2,902$275,0810.02%
230ENERGY TRANSFER LPET-PI21,444$267,4070.02%
231ISHARES MSCI EMR MRK EX CHNA46434G7645,374$265,0990.02%
232VANGUARD MSCI EMERGING MARKETS9220428586,468$261,3070.02%
233FT CBOE VEST US EQ BUFF OCT33740F6647,248$254,0420.02%
234MONDELEZ INTERNATIONAL INC6092071053,627$252,8740.02%
235PHILIP MORRIS INTERNATIONAL7181721092,592$252,0720.02%
236THERMO FISHER SCIENTIFIC INCTMO434$250,1450.02%
237VANGUARD S&P MID CAP 400 ETF9219328852,954$250,1450.02%
238ALTRIA GROUP INCMO5,509$245,8120.02%
239SOUTHERN COMPANYSOMN3,527$245,4090.02%
240CISCO SYSTEMS INCCSCO4,674$244,3330.02%
241REPUBLIC SERVICES INC7607591001,789$241,9090.02%
242AMAZON.COM INCAMZN2,300$237,5670.02%
243FAIR ISAAC CORPFICO338$237,5090.02%
244VANGUARD SMALL CAP VALUE ETF9229086111,485$235,7590.02%
245TECHNOLOGY SELECT SECT SPDR81369Y8031,543$233,0080.02%
246VANGUARD SMALL-CAP GROWTH ETF9229085951,067$230,9090.02%
247LILLY ELI & COLLY667$229,0610.02%
248TJX COS INC8725401092,906$227,7140.02%
249NORFOLK SOUTHERN CORP6558441081,074$227,6880.02%
250VANGUARD VALUE ETF9229087441,635$225,8100.02%
251DEXCOMDXCM1,900$220,7420.01%
252FIRST TRUST MULTI CAP GROWTH33733F1012,250$220,3430.01%
253AMERICAN INTERNATIONAL GROUP0268747844,367$219,9220.01%
254CHEVRON CORPORATIONCVX1,315$214,5550.01%
255PROGRESSIVE CORP OHIO7433151031,494$213,7320.01%
256FT CBOE VEST US EQ DEEP BUF33740F6986,595$213,2820.01%
257MCKESSON CORPMCK598$212,9180.01%
258DARDEN RESTAURANTS INCDRI1,371$212,7240.01%
259WALMART INCWMT1,414$208,4940.01%
260FT CBOE VEST US EQ DEEP JAN33740F6316,682$208,0770.01%
261ASTRAZENECA PLC SPONS ADRAZN2,986$207,2580.01%
262THE CHEMOURS COMPANYCC6,818$204,1310.01%
263FT CBOE VEST US EQ BUFF JAN33740F6235,850$204,0190.01%
264STEEL DYNAMICS INCSTLD1,800$203,5080.01%
265ISHARES RUSSELL 2000 ETF4642876551,140$203,3760.01%
266PPG INDUSTRIES INC6935061071,517$202,6410.01%
267ISHARES ESG AWARE MSCI USA SM-46435U6635,951$202,2740.01%
268VANGUARD TOTAL STOCK MARKET ET922908769983$200,6300.01%
269PFIZER INCPFE4,841$197,5130.01%
270COLGATE PALMOLIVE COCL2,609$196,0660.01%
271DARDEN RESTAURANTS INCDRI1,253$194,4150.01%
272FT CBOE VEST US EQ BUFF APR ET33740U8856,152$190,0350.01%
273ISHARES MSCI EAFE ETF4642874652,513$179,7300.01%
274PROCTER & GAMBLE CO7427181091,203$178,8740.01%
275SPDR S&P MIDCAP 400 ETF TRUSTMDY372$170,5290.01%
276DISNEY WALT CO NEW2546871061,664$166,6160.01%
277PALO ALTO NETWORKS INCPANW759$151,6030.01%
278EXXON MOBIL CORPXOM1,359$149,0280.01%
279VERIZON COMMUNICATIONSVZ3,765$146,4210.01%
280CINTAS CORPCTAS310$143,4310.01%
281HOME DEPOT INCHD485$143,1330.01%
282MICROCHIP TECHNOLOGY INCMCHPP1,700$142,4260.01%
283INTEL CORPINTC4,283$139,9260.01%
284NUCOR CORPNUE893$137,9420.01%
285SEMPRASREA900$136,0440.01%
286ORACLE CORPORATIONORCL-PD1,462$135,8490.01%
287KIMBERLY CLARK CORPKMB961$128,9850.01%
288AMERICAN ELEC PWR INC0255371011,408$128,1140.01%
289AMERICAN EXPRESS COAXP755$124,5370.01%
290GENERAL DYNAMICS CORPGD541$123,4620.01%
291WEC ENERGY GROUP INCWEC1,300$123,2270.01%
292ISHARES MSCI EAFE VALUE ETF4642888772,532$122,8780.01%
293NVIDIA CORPNVDA440$122,2190.01%
294DOMINION ENERGY INCD2,135$119,3680.01%
295HCA HEALTHCARE INCHCA450$118,6560.01%
296ISHARES CORE S&P MID-CAP ETF464287507443$110,8210.01%
297SYSCO CORPSYY1,419$109,5890.01%
298SEMPRASREA721$108,9860.01%
299INTUITIVE SURGICAL INCISRG420$107,2970.01%
300VANGUARD S&P 500 ETF922908363280$105,3000.01%
301ABBVIE INCABBV638$101,6780.01%
302CARDINAL HEALTH INCCAH1,307$98,6790.01%
3031ST SOURCE CORPSRCE2,285$98,5980.01%
304WASTE MANAGEMENT INC94106L109600$97,9020.01%
305STARBUCKS CORPSBUX897$93,4050.01%
306MEDTRONIC PLCMDT1,153$92,9550.01%
307ADOBE INCADBE239$92,1030.01%
308FIRST TRUST VALUE LINE DVD33734H1062,235$89,7580.01%
309MERCK & CO INCMRK839$89,2610.01%
310UTILITIES SELECT SECTOR SPDR81369Y8861,309$88,6060.01%
311HONEYWELL INTERNATIONAL INC438516106441$84,2840.01%
312ENBRIDGE INCORPORATEDENNPF2,195$83,7390.01%
313CUMMINS INCCMI341$81,4580.01%
314AT&T INCT-PC4,224$81,3120.01%
315REAL ESTATE SELECT SECT SPDR81369Y8602,100$78,4980.01%
316METLIFE INCMET-PF1,336$77,4080.01%
317BERKSHIRE HATHAWAY INC-CL BBRK-A250$77,1930.01%
318COSTCO WHOLESALE CORP22160K105150$74,5310.00%
319AIR PRODUCTS & CHEMICALS INCAIIR255$73,2390.00%
320UNITEDHEALTH GROUP INCUNH150$70,8890.00%
321CINTAS CORPCTAS150$69,4020.00%
322NIKE INC-CLASS BNKE553$67,8200.00%
323US BANCORP NEWUSB-PS1,789$64,4930.00%
324MASTERCARD INC CL AMA175$63,5970.00%
325CONOCOPHILLIPSCOP600$59,5260.00%
326ABBOTT LABSABLZF571$57,8190.00%
327MONDELEZ INTERNATIONAL INC609207105773$53,8940.00%
328FT CBOE VEST US EQ DEEP BUF33740F6981,631$52,7470.00%
329PAYPAL HOLDINGS INCPYPL683$51,8670.00%
330MATTERPORT INC CL A57709610018,692$51,0290.00%
331SOUTHERN COMPANYSOMN709$49,3320.00%
332BP PLC SPONS ADRBPPFF1,246$47,2730.00%
333ELEVANCE HEALTH INCELV100$45,9810.00%
334INTUIT INCINTU100$44,5830.00%
335VANGUARD SMALL-CAP ETF922908751235$44,5470.00%
336BLACKSTONE INCBX500$43,9200.00%
337TRAVELERS COMPANIES INCTRV241$41,3100.00%
338DUPONT DE NEMOURS INCDD570$40,9090.00%
339ISHARES ESG AWARE MSCI USA SM-46435U6631,155$39,2580.00%
340EBAY INCEBAY883$39,1790.00%
341UNITED PARCEL SERVICE CL BUPS200$38,7980.00%
342VANGUARD S&P MID CAP 400 ETF921932885450$38,1060.00%
343L3 HARRIS TECHNOLOGIES INCLHX185$36,3040.00%
344ISHARES BIOTECHNOLOGY ETF464287556256$33,0650.00%
345NISOURCE INCNI1,178$32,9370.00%
346ZIMMER BIOMET HOLDINGS INCZBH250$32,3000.00%
347DOLLAR TREE INCDLTR191$27,4180.00%
348CHARLES SCHWAB CORPSCHW-PJ500$26,1900.00%
349VANGUARD SMALL CAP VALUE ETF922908611160$25,4020.00%
350LOCKHEED MARTIN CORPLMT50$23,6370.00%
351RAYTHEON TECHNOLOGIES CORPRTX241$23,6010.00%
352BOEING COBA-PA100$21,2430.00%
353DEERE & CODE50$20,6440.00%
354FT CBOE VEST US EQ BUFF APR ET33740U885665$20,5420.00%
355DANAHER CORP23585110277$19,4070.00%
356CME GROUP INC.CME100$19,1520.00%
357BCE INCBCPPF422$18,9010.00%
358SPDR S&P 500 ETF TRUSTSPY40$16,3760.00%
359CORTEVA INCCTVA265$15,9820.00%
360PUTNAM MUNI OPPORTUNITIES TR7469221031,480$15,3330.00%
361DOW INCDOW265$14,5270.00%
362VANGUARD MSCI EAFE ETF921943858300$13,5510.00%
363GLOBAL PAYMENTS INC37940X102125$13,1550.00%
364ALTRIA GROUP INCMO293$13,0740.00%
365QUALCOMM INCQCOM100$12,7580.00%
366COCA COLA COKO200$12,4060.00%
367YUM CHINA HOLDINGS INCYUMC189$11,9810.00%
368BANK OF AMERICA CORP060505104400$11,4400.00%
369MARVELL TECHNOLOGY INCMRVL250$10,8250.00%
3703M COMMM101$10,6160.00%
371BRISTOL MYERS SQUIBB COCELG-RI150$10,3970.00%
372SPDR PORTFOLIO S&P 500 VALUE E78464A508250$10,1800.00%
373EMERSON ELEC COEMR100$8,7140.00%
374ACTIVISION BLIZZARD, INC00507V109100$8,5590.00%
375AMERICAN INTERNATIONAL GROUP026874784150$7,5540.00%
376COLGATE PALMOLIVE COCL100$7,5150.00%
377ISHARES IBOXX USD HIGH YIELD46428851399$7,4790.00%
378KEYCORP493267108550$6,8860.00%
379CHIPOTLE MEXICAN GRILL INCCMG4$6,8330.00%
380EOG RES INCEOG50$5,7320.00%
381SAB BIOTHERAPEUTICS INCSABSW10,000$4,4000.00%
382TRINE II ACQ CORP - WTS 12G9059F11886,000$8600.00%