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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 (Amended)

Norway Savings Bank

Quarter ended Q1 2023 · Filed January 12, 2023 · Accession 0000870156-23-000004

Total Value
$196.4M
Positions
458
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (458)

#IssuerTicker / CUSIPSharesValue% of Filing
1Vanguard Intermediate Term Corporate Bond ETF92206C87091,847$7.1M3.62%
2PIMCO Total Return Active ETF72201R77574,623$6.8M3.44%
3Apple Inc.AAPL49,632$6.4M3.28%
4Vanguard Total Stock Market ETF92290876931,229$6.0M3.04%
5Chevron CorpCVX22,106$4.0M2.02%
6iShares High Yield Corp Bond ETF46428851350,818$3.7M1.90%
7Microsoft Corp.MSFT14,165$3.4M1.73%
8Vanguard FTSE Emerging Mkts ETF92204285886,934$3.4M1.73%
9Abbott LabsABLZF29,407$3.2M1.64%
10Exxon Mobil CorpXOM28,819$3.2M1.62%
11Johnson & JohnsonJNJ17,927$3.2M1.61%
12J.P. Morgan Chase & CoVYLD22,884$3.1M1.56%
13Procter & Gamble74271810919,858$3.0M1.53%
14iShares Core S&P Small-Cap ETF46428780431,337$3.0M1.51%
15iShares US Preferred Stock ETF46428868794,480$2.9M1.47%
16CVS Health CorporationCVS30,061$2.8M1.43%
17iShares Core S&P Mid-Cap ETF46428750711,543$2.8M1.42%
18Lilly Eli & CoLLY7,577$2.8M1.41%
19iShares JP Morgan USD Emerging Bond Fund ETF46428828132,132$2.7M1.38%
20Microchip TechnologyMCHPP38,067$2.7M1.36%
21iShares Inc S&P Mid Cap 400 Value ETF46428770525,760$2.6M1.32%
22Palo Alto Networks IncPANW17,953$2.5M1.28%
23Oracle Corp.ORCL-PD28,118$2.3M1.17%
24iShares Edge MSCI USA Quality Factor ETF46432F33919,888$2.3M1.15%
25Vanguard Dividend Appreciation ETF92190884414,795$2.2M1.14%
26Alphabet Inc-CL AGOOG25,368$2.2M1.14%
27iShares Inc S&P Small Cap 600 Value ETF46428787924,438$2.2M1.14%
28Duke Energy CorpDUKB20,809$2.1M1.09%
29SPDR Portfolio Developed World ex-US ETF78463X88970,799$2.1M1.07%
30iShares MBS ETF46428858821,444$2.0M1.01%
31Amphenol Corp03209510125,896$2.0M1.00%
32SPDR Bloomberg Barclays IG Floating Rate ETF78468R20062,766$1.9M0.97%
33Vanguard Real Estate ETF92290855322,464$1.9M0.94%
34Conocophillips Inc.COP15,563$1.8M0.93%
35Pepsico IncPEP10,054$1.8M0.92%
36Berkshire Hathaway Inc Cl BBRK-A5,772$1.8M0.91%
37Vanguard High Dividend Yield ETF92194640616,258$1.8M0.90%
38United Parcel ServiceUPS9,933$1.7M0.88%
39Amazon.com IncAMZN20,394$1.7M0.87%
40Analog Devices Inc.ADI10,430$1.7M0.87%
41SPDR Bloomberg Convertible Securities ETF78464A35924,645$1.6M0.81%
42iShares MSCI USA Equal Weighted ETF46428668121,693$1.6M0.81%
43iShares 1-5 Year Investment Grade Corporate Bond ETF46428864631,163$1.6M0.79%
44Estee Lauder Co5184391046,115$1.5M0.77%
45KLA-Tencor Corp.KLAC3,990$1.5M0.77%
46Coca Cola CompanyKO22,867$1.5M0.74%
47Pfizer IncPFE28,126$1.4M0.73%
48Mondelez Intl Inc.60920710521,440$1.4M0.73%
49Intercontinental Exchange Inc45866F10413,845$1.4M0.72%
50Verizon CommunicationsVZ35,877$1.4M0.72%
51Nike Inc Cl BNKE11,835$1.4M0.71%
52McDonalds CorpMCD5,150$1.4M0.69%
53Walt Disney Co25468710615,285$1.3M0.68%
54Zimmer Biomet Hldgs IncZBH10,410$1.3M0.68%
55iShares Investment Grade Corp Bond ETF46428724212,342$1.3M0.66%
56Idexx Labs45168D1043,064$1.2M0.64%
57Lowes Cos Inc.5486611076,268$1.2M0.64%
58Honeywell Intl Inc4385161065,722$1.2M0.62%
59Cigna Corp1255231003,660$1.2M0.62%
60JPMorgan Short Duration Core Plus ETF46641Q27426,390$1.2M0.61%
61American Tower Corp03027X1005,631$1.2M0.61%
62M&T Bank Corporation55261F1047,581$1.1M0.56%
63Home DepotHD3,447$1.1M0.55%
64iShares Barclays TIPS Bonds Fund ETF4642871769,929$1.1M0.54%
65iShares S&P 500 Growth Index Fund46428730917,795$1.0M0.53%
66NextEra Energy IncNEE-PW12,364$1.0M0.53%
67Tyler TechnologiesTYL3,201$1.0M0.53%
68Costco Wholesale Corp22160K1052,260$1.0M0.53%
69Starbucks CorpSBUX10,312$1.0M0.52%
70Fedex CorporationFDX5,817$1.0M0.51%
71Deere & CoDE2,320$994,7230.51%
72Texas Instruments8825081045,715$944,2320.48%
73Citigroup Inc.C-PR20,713$936,8490.48%
74Marsh & McLennan Companies Inc5717481025,472$905,5070.46%
75NVIDIA CorpNVDA6,093$890,4310.45%
76Truist Financial Corporation89832Q10919,888$855,7810.44%
77Paypal Holdings Inc.PYPL11,766$837,9750.43%
78Abbvie Inc.ABBV5,179$836,9780.43%
79iShares S&P 500 Value Index Fund ETF4642874085,749$834,0070.42%
80Caterpillar IncCAT3,380$809,7130.41%
81BHP BillitonBHPLF12,990$806,0300.41%
82Salesforce.com Inc.CRM5,916$784,4020.40%
83Digital Realty Trust2538681037,370$738,9900.38%
84Blackstone IncBX9,738$722,4620.37%
85General Dynamics Corp.GD2,866$711,0830.36%
86T J X Companies8725401098,345$664,2620.34%
87CDW Corp/DECDW3,604$643,6020.33%
88Vanguard Total Bond Market ETF9219378358,917$640,5970.33%
89Visa IncV3,061$635,9530.32%
90Johnson Controls InternationalG515021059,841$629,8240.32%
91Air Prods & Chems IncAIIR2,008$618,9860.32%
92Bristol Myers SquibbCELG-RI8,350$600,7830.31%
93Chipolte Mexican Grill Inc.CMG405$561,9330.29%
94Crown Castle Int CorpCCI4,085$554,0890.28%
95iShares Trust MSCI EAFE Index Fund ETF4642874658,152$535,0970.27%
963M CorpMMM4,333$519,6130.26%
97iShares Core S&P 500 ETF4642872001,346$517,1470.26%
98iShares S&P Mid Cap Growth ETF4642876067,341$501,3900.26%
99Enbridge IncENNPF12,487$488,2420.25%
100Zoetis IncZTS3,304$484,2010.25%
101Mastercard Inc.MA1,389$482,9970.25%
102EOG Resources Inc.EOG3,627$469,7690.24%
103Charles Schwab IncSCHW-PJ5,020$417,9650.21%
104Intel Inc.INTC15,361$405,9910.21%
105Thermo Fisher Scientific Inc.TMO737$405,8590.21%
106Accenture PLC Ireland Shs Cl AACN1,435$382,9150.19%
107Merck & Co. Inc. NewMRK3,369$373,7910.19%
108iShares iBonds Dec 2023 Term Corporate ETF46434VAX814,750$369,1930.19%
109iShares S&P Small Cap 600 Growth ETF4642878873,321$358,9000.18%
110State Street Corp.STT-PG4,558$353,5640.18%
111Advanced Micro Devices IncAMD5,157$334,0190.17%
112Danaher Corp.2358511021,253$332,5710.17%
113Baxter Intl Corp0718131096,415$326,9730.17%
114Novartis A GNVSEF3,598$326,4110.17%
115Boeing Co.BA-PA1,695$322,8810.16%
116AT&T IncT-PC17,294$318,3830.16%
117Generac Holdings IncGNRC3,109$312,9520.16%
118Vanguard Short-Term Corporate Bond ETF92206C4094,083$307,0010.16%
119CSX Corp.CSX9,720$301,1260.15%
120Raytheon Technologies CorpRTX2,954$298,1180.15%
121L3 Harris Technologies IncLHX1,400$291,4940.15%
122Becton Dickinson & CoBDX1,126$286,3420.15%
123Cisco SystemsCSCO5,982$284,9820.15%
124Chubb LtdCB1,271$280,3830.14%
125Meta Platforms Inc.META2,271$273,2920.14%
126Diageo PLCDGEAF1,533$273,1650.14%
127International Business MachinesINTR1,930$271,9180.14%
128Walmart IncWMT1,916$271,6700.14%
129Aflac IncAFL3,755$270,1350.14%
130Morgan StanleyMS-PQ2,943$250,2140.13%
131PIMCO Enhanced Short Maturity Active ETF72201R8332,520$248,5980.13%
132iShares Core MSCI EAFE ETF46432F8424,000$246,5600.13%
133Masco CorpMAS5,152$240,4440.12%
134Vanguard FTSE All-World ex- US ETF9220427754,765$238,9170.12%
135Norfolk Southern Corp655844108950$234,0990.12%
136iShares iBonds Dec 2024 Term Corporate ETF46434VBG48,905$217,4600.11%
137SPDR S&P Midcap 400 ETFMDY490$216,9670.11%
138Tyler TechnologiesTYL570$183,7740.09%
139Bank of America0605051045,464$180,9680.09%
140Wells Fargo & Co9497461014,222$174,3260.09%
141Comcast Corp Com CL ACCZ4,790$167,5060.09%
142Bank New York Mellon Corp0640581003,527$160,5490.08%
143Vanguard Mid-Cap ETF922908629776$158,1570.08%
144Apple Inc.AAPL1,185$153,9670.08%
145Vanguard Small-Cap ETF922908751756$138,7560.07%
146iShares Inc MSCI Emerging Markets ETF4642872343,652$138,4110.07%
147Ameren Corp.AEE1,450$128,9340.07%
148Whirlpool CorpWHR-PA850$120,2410.06%
149Unitedhealth GroupUNH222$117,7000.06%
150Vanguard Utility ETF92204A876740$113,4860.06%
151Idexx Labs45168D104274$111,7810.06%
152Lockheed Martin Corp.LMT228$110,9200.06%
153Apple Inc.AAPL830$107,8420.05%
154APA CorpAPA2,275$106,1970.05%
155iShares Tr Russell 1000 Index Fd ETF464287622500$105,2600.05%
156Bar Harbor Bankshares0668491003,083$98,7790.05%
157Dominion Energy IncD1,610$98,7250.05%
158Altria Group Inc.MO2,150$98,2770.05%
159Toronto Dominion Bank Ont Sedol 2897222TORO1,514$98,0470.05%
160Alphabet Inc-CL CGOOG1,078$95,6510.05%
161iShares Dow Jones Dividend ETF464287168771$92,9830.05%
162American Express CoAXP628$92,7870.05%
163Target Corp.TGT615$91,6600.05%
164Camden National Corp.1330341082,100$87,5490.04%
165US Bancorp DelUSB-PS1,982$86,4350.04%
166Automatic Data Processing Inc.ADP361$86,2280.04%
167Qualcomm Inc.QCOM781$85,8630.04%
168Nucor Corp.NUE650$85,6770.04%
169Northrop Grumman CorpNOC152$82,9330.04%
170Fiserv Inc.FISV803$81,1590.04%
171Prudential Financial Inc.PUKPF811$80,6620.04%
172VF CorpVFC2,918$80,5660.04%
173Canadian Pacific Railway Ltd CORP COMMON13645T1001,038$77,4240.04%
174Medtronic PLC SedolMDT990$76,9430.04%
175SPDR Nuveen Bloomberg Barclays Municipal Bond ETF78468R7211,674$76,3680.04%
176Adobe Systems Inc DEADBE225$75,7190.04%
177Linde PLCLIN215$70,1290.04%
178iShares S&P Small Cap 600 Growth ETF464287887640$69,1650.04%
179Bank of America0605051042,000$66,2400.03%
180Exelon Corp.EXC1,530$66,1420.03%
181YUM Brands Inc.YUM490$62,7590.03%
182BP P.L.C. Sponsored ADRBPPFF1,740$60,7780.03%
183iShares S&P National AMT-Free Muni Bond Fund ETF464288414575$60,6740.03%
184Amgen IncAMGN225$59,0940.03%
185Vanguard S&P 500 ETF New922908363165$57,9710.03%
186SPDR S&P 500 ETFSPY150$57,3650.03%
187iShares S&P Mid Cap Growth ETF464287606825$56,3480.03%
188Capital One Finl Corp14040H105575$53,4520.03%
189Gilead Sciences Inc.GILD621$53,3130.03%
190Applied Materials038222105533$51,9040.03%
191Dupont De Nemours IncDD704$48,3160.02%
192Vanguard Total Stock Market ETF922908769250$47,7980.02%
193SPDR S&P Dividend ETF78464A763375$46,9160.02%
194Vanguard Small-Cap Growth ETF922908595230$46,1240.02%
195Eastman Chemical CoEMN562$45,7690.02%
196Intuit IncINTU116$45,1500.02%
197Bristol Myers SquibbCELG-RI600$43,1700.02%
198Colgate PalmoliveCL546$43,0190.02%
199iShares iBonds Dec 2026 Term Corporate ETF46435GAA01,800$42,0300.02%
200Vanguard Value ETF922908744290$40,7070.02%
201GSK PLCGLAXF1,156$40,6220.02%
202Vanguard FTSE Developed Markets ETF921943858965$40,5010.02%
203Phillip Morris Intl, Inc718172109400$40,4840.02%
204PaychexPAYX350$40,4460.02%
205UNUM GroupUNMA979$40,1680.02%
206United Parcel ServiceUPS214$37,2020.02%
207IShares Russell 1000 Value Index Fund ETF464287598245$37,1540.02%
208iShares Russell Midcap Value Index Fd ETF464287473350$36,8690.02%
209Goldman Sachs GroupGSCE107$36,7420.02%
210IShares Russell 1000 Growth Index Fd ETF464287614170$36,4210.02%
211Pepsico IncPEP200$36,1320.02%
212Union Pac CorpUNP173$35,8230.02%
213Diageo PLCDGEAF200$35,6380.02%
214Microchip TechnologyMCHPP505$35,4760.02%
215Dow IncDOW704$35,4750.02%
216Allstate Corp.ALL-PJ255$34,5780.02%
217Advanced Micro Devices IncAMD500$32,3850.02%
218UGI Corp New902681105864$32,0280.02%
219Corning Inc.GLW1,000$31,9400.02%
220Blackrock Inc.BLK45$31,8880.02%
221Ameriprise Financial Inc.03076C106100$31,1370.02%
222Berkshire Hathaway Inc Cl BBRK-A100$30,8900.02%
223United Parcel ServiceUPS175$30,4220.02%
224General Mills Inc.370334104350$29,3480.01%
225iShares iBonds Dec 2025 Term Corporate ETF46434VBD11,200$29,1840.01%
226Southern CompanySOMN405$28,9210.01%
227Camden Property Trust133131102258$28,8650.01%
228Grupo Aeroportuario Del Pacifico Sab De Cv ADR Rep 10 B CORP COMMON400506101200$28,7620.01%
229Chevron CorpCVX156$28,0000.01%
230Emerson Elec CoEMR285$27,3770.01%
231iShares Russell 2000 Growth ETF464287648126$27,0300.01%
232Oracle Corp.ORCL-PD325$26,5660.01%
233PIMCO Total Return Active ETF72201R775290$26,2390.01%
234Stryker CorpSYK105$25,6710.01%
235Conocophillips Inc.COP215$25,3700.01%
236iShares Inc S&P Mid Cap 400 Value ETF464287705250$25,2000.01%
237Palo Alto Networks IncPANW180$25,1170.01%
238KLA-Tencor Corp.KLAC65$24,5070.01%
239Boeing Co.BA-PA125$23,8110.01%
240IShares Core S&P U.S. Growth ETF464287671288$23,4780.01%
241HCA Healthcare IncHCA97$23,2760.01%
242Cardinal Health IncCAH300$23,0610.01%
243Broadcom IncAVGO41$22,9240.01%
244Amphenol Corp032095101290$22,0810.01%
245Vanguard Dividend Appreciation ETF921908844145$22,0180.01%
246Vanguard Int Term Bd Index Fd ETF921937819290$21,5530.01%
247Estee Lauder Co51843910485$21,0890.01%
248Sysco CorpSYY275$21,0240.01%
249SPDR S&P 500 ETFSPY54$20,6510.01%
250Vanguard Real Estate ETF922908553250$20,6200.01%
251Amazon.com IncAMZN245$20,5800.01%
252Home DepotHD65$20,5310.01%
253iShares S&P 500 Growth Index Fund464287309350$20,4750.01%
254Alphabet Inc-CL AGOOG225$19,8520.01%
255Kimberly Clark CorpKMB145$19,6840.01%
256Analog Devices Inc.ADI120$19,6840.01%
257McCormick & Co.MKC-V237$19,6450.01%
258Procter & Gamble742718109128$19,4000.01%
259Shopify Inc - Class ASHOP550$19,0910.01%
260PennyMac Financial Services Inc.70932M107325$18,4150.01%
261Vanguard Total Intl Bond ETF92203J407383$18,1660.01%
262iShares Core S&P U.S. Value ETF464287663252$17,7990.01%
263NextEra Energy IncNEE-PW210$17,5560.01%
264Ishares Msci Usa Min Vol Factor Etf Fctr46429B697242$17,4480.01%
265iShares Edge MSCI USA Quality Factor ETF46432F339150$17,0940.01%
266Vanguard Total International Stock Index Fd921909768330$17,0680.01%
267Berkshire Hathaway Inc Cl BBRK-A55$16,9900.01%
268Biogen IDEC IncBIIB60$16,6150.01%
269American International Group Inc.026874784262$16,5690.01%
270J.P. Morgan Chase & CoVYLD120$16,0920.01%
271Idexx Labs45168D10439$15,9100.01%
272Elevance Healthe Inc.ELV31$15,9020.01%
273The Travelers Cos IncTRV83$15,5620.01%
274Clorox CoCLX110$15,4360.01%
275MetLife Inc.MET-PF213$15,4150.01%
276CVS Health CorporationCVS155$14,4440.01%
277Consolidated Edison Inc.ED150$14,2970.01%
278iShares Russell Midcap Growth ETF464287481170$14,2120.01%
279Zimmer Biomet Hldgs IncZBH110$14,0250.01%
280Ferrari NVRACE65$13,9310.01%
281IShares Russell 1000 Growth Index Fd ETF46428761465$13,9260.01%
282Baidu IncBAIDF120$13,7260.01%
283Hilton Worldwide Holdings IncHLT107$13,5210.01%
284McDonalds CorpMCD50$13,1770.01%
285Vanguard Intermediate Term Corporate Bond ETF92206C870165$12,7890.01%
286Prologis IncPLDGP111$12,5130.01%
287Fedex CorporationFDX70$12,1240.01%
288Cummins Inc.CMI50$12,1150.01%
289Nike Inc Cl BNKE100$11,7010.01%
2903M CorpMMM95$11,3920.01%
291Carrier Global CorporationCARR276$11,3850.01%
292SPDR Bloomberg Convertible Securities ETF78464A359175$11,2600.01%
293Abbott LabsABLZF100$10,9790.01%
294iShares Core S&P Mid-Cap ETF46428750745$10,8850.01%
295Advanced Micro Devices IncAMD165$10,6870.01%
296Camden National Corp.133034108250$10,4230.01%
297SPDR Bloomberg Barclays IG Floating Rate ETF78468R200340$10,3330.01%
298JPMorgan Short Duration Core Plus ETF46641Q274225$10,2830.01%
299Digital Realty Trust253868103100$10,0270.01%
300Eversource EnergyES117$9,8090.00%
301iShares Core S&P Mid-Cap ETF46428750740$9,6760.00%
302Capital One Finl Corp14040H105104$9,6680.00%
303NVIDIA CorpNVDA65$9,4990.00%
304Accenture PLC Ireland Shs Cl AACN35$9,3390.00%
305Air Prods & Chems IncAIIR30$9,2480.00%
306Tesla Motors IncTSLA75$9,2390.00%
307EOG Resources Inc.EOG70$9,0660.00%
308Chevron CorpCVX50$8,9750.00%
309iShares High Yield Corp Bond ETF464288513120$8,8360.00%
310Vanguard FTSE Emerging Mkts ETF922042858225$8,7710.00%
311Conocophillips Inc.COP70$8,2600.00%
312Kraft Heinz Co.KHC202$8,2230.00%
313Vanguard High Dividend Yield ETF92194640675$8,1160.00%
314iShares Core S&P Small-Cap ETF46428780485$8,0440.00%
315JPMorgan Short Duration Core Plus ETF46641Q274175$7,9980.00%
316Nice LTD - Spon ADRNCSYF40$7,6920.00%
317iShares Core S&P Small-Cap ETF46428780480$7,5710.00%
318Paypal Holdings Inc.PYPL105$7,4780.00%
319Crown Castle Int CorpCCI55$7,4600.00%
320Agios Pharmaceuticals IncAGIO265$7,4410.00%
321NXP Semiconductors N.V.NXPI47$7,4270.00%
322Republic Services Inc.76075910057$7,3520.00%
323Lilly Eli & CoLLY20$7,3170.00%
324Salesforce.com Inc.CRM55$7,2920.00%
325NextEra Energy PartnersNEE-PW100$7,0090.00%
326Dentsply Sirona Inc.XRAY218$6,9410.00%
327SouthWest Airlines Co844741108203$6,8350.00%
328Intercontinental Exchange Inc45866F10465$6,6680.00%
329T. Rowe PriceTROW61$6,6530.00%
330Intel Inc.INTC250$6,6080.00%
331Microsoft Corp.MSFT27$6,4750.00%
332Tyler TechnologiesTYL20$6,4480.00%
333SPDR Bloomberg Convertible Securities ETF78464A359100$6,4340.00%
334NextEra Energy IncNEE-PW75$6,2700.00%
335HP Inc.HPQ233$6,2610.00%
336SPDR Bloomberg Barclays IG Floating Rate ETF78468R200200$6,0780.00%
337Procter & Gamble74271810940$6,0620.00%
338Microsoft Corp.MSFT25$5,9960.00%
339Etsy IncETSY50$5,9890.00%
340Zions Bancorp NA989701107116$5,7030.00%
341Vanguard FTSE Emerging Mkts ETF922042858145$5,6520.00%
342CMS Energy CorpCMS-PC88$5,5730.00%
343Chipolte Mexican Grill Inc.CMG4$5,5500.00%
344Exxon Mobil CorpXOM50$5,5150.00%
345Thermo Fisher Scientific Inc.TMO10$5,5070.00%
346Abbott LabsABLZF50$5,4900.00%
347iShares MSCI USA Equal Weighted ETF46428668175$5,4710.00%
348Schlumberger LTDSLB100$5,3460.00%
349iShares Barclays TIPS Bonds Fund ETF46428717650$5,3220.00%
350iShares Barclays TIPS Bonds Fund ETF46428717650$5,3220.00%
351American Tower Corp03027X10025$5,2970.00%
352SPDR Portfolio Developed World ex-US ETF78463X889175$5,1960.00%
353Royal Caribbean Cruises LTDV7780T103100$4,9430.00%
354Analog Devices Inc.ADI30$4,9210.00%
355iShares iBonds Dec 2024 Term Corporate ETF46434VBG4200$4,8840.00%
356Alphabet Inc-CL AGOOG55$4,8530.00%
357Johnson Controls InternationalG5150210575$4,8000.00%
358Cincinnati Financial Corp17206210146$4,7100.00%
359iShares iBonds Dec 2026 Term Corporate ETF46435GAA0200$4,6700.00%
360Salesforce.com Inc.CRM35$4,6410.00%
361Berkshire Hathaway Inc Cl BBRK-A15$4,6340.00%
362Air Prods & Chems IncAIIR15$4,6240.00%
363iShares Inc S&P Small Cap 600 Value ETF46428787950$4,5660.00%
364Costco Wholesale Corp22160K10510$4,5650.00%
365US Bancorp DelUSB-PS100$4,3610.00%
366Deere & CoDE10$4,2880.00%
367Honeywell Intl Inc43851610620$4,2860.00%
368Tyler TechnologiesTYL13$4,1910.00%
369Phillips 66PSX40$4,1630.00%
370Texas Instruments88250810425$4,1310.00%
371Oracle Corp.ORCL-PD50$4,0870.00%
372Blackstone IncBX55$4,0800.00%
373Idexx Labs45168D10410$4,0800.00%
374Citigroup Inc.C-PR90$4,0710.00%
375Fifth Third BancorpFITBM123$4,0360.00%
376Accenture PLC Ireland Shs Cl AACN15$4,0030.00%
377T J X Companies87254010950$3,9800.00%
378Enbridge IncENNPF100$3,9100.00%
379Walt Disney Co25468710645$3,9100.00%
380Apple Inc.AAPL30$3,8980.00%
381Hawaiian Electric Industries INC CORP COMMON41987010093$3,8920.00%
382iShares US Preferred Stock ETF464288687125$3,8160.00%
383Freeport-McMoran IncFCX100$3,8000.00%
384Procter & Gamble74271810925$3,7890.00%
385Amazon.com IncAMZN45$3,7800.00%
386Otis Worldwide CorporationOTIS48$3,7590.00%
387Estee Lauder Co51843910415$3,7220.00%
388Hewlett Packard Enterprise Co.HPE-PC233$3,7190.00%
389SPDR Portfolio Developed World ex-US ETF78463X889125$3,7110.00%
390Tesla Motors IncTSLA30$3,6950.00%
391Advance Auto Parts Inc.AAP25$3,6760.00%
392NVIDIA CorpNVDA25$3,6540.00%
393iShares Core MSCI Emerging46434G10377$3,5960.00%
394Caterpillar IncCAT15$3,5930.00%
395Kellogg Co.BEKE50$3,5620.00%
396Nike Inc Cl BNKE30$3,5100.00%
397Amphenol Corp03209510145$3,4260.00%
398BHP BillitonBHPLF55$3,4130.00%
399Citigroup Inc.C-PR75$3,3920.00%
400Astrazeneca PLCAZN50$3,3900.00%
401iShares JP Morgan USD Emerging Bond Fund ETF46428828140$3,3840.00%
402J.P. Morgan Chase & CoVYLD25$3,3530.00%
403Mondelez Intl Inc.60920710550$3,3330.00%
404Mondelez Intl Inc.60920710550$3,3330.00%
405Texas Instruments88250810420$3,3040.00%
406Wayfair Inc.W100$3,2890.00%
407CVS Health CorporationCVS35$3,2620.00%
408Truist Financial Corporation89832Q10975$3,2270.00%
409Honeywell Intl Inc43851610615$3,2150.00%
410Zimmer Biomet Hldgs IncZBH25$3,1880.00%
411American Tower Corp03027X10015$3,1780.00%
412iShares iBonds Dec 2023 Term Corporate ETF46434VAX8125$3,1290.00%
413Visa IncV15$3,1160.00%
414Berkshire Hathaway Inc Cl BBRK-A10$3,0890.00%
415Intercontinental Exchange Inc45866F10429$2,9750.00%
416Blackstone IncBX40$2,9680.00%
417Chipolte Mexican Grill Inc.CMG2$2,7750.00%
418Johnson & JohnsonJNJ15$2,6500.00%
419Advanced Micro Devices IncAMD40$2,5910.00%
420Duke Energy CorpDUKB25$2,5750.00%
421Generac Holdings IncGNRC25$2,5170.00%
422Paypal Holdings Inc.PYPL35$2,4930.00%
423Starbucks CorpSBUX25$2,4800.00%
424Mastercard Inc.MA7$2,4340.00%
425Meta Platforms Inc.META20$2,4070.00%
426Microsoft Corp.MSFT10$2,3980.00%
427CME Group Inc.CME14$2,3540.00%
428Ford Motor Co345370860200$2,3260.00%
429Suncor Energy, Inc.SU71$2,2530.00%
430Zoetis IncZTS15$2,1980.00%
431Sempra EnergySREA14$2,1640.00%
432Truist Financial Corporation89832Q10950$2,1520.00%
433Palo Alto Networks IncPANW15$2,0930.00%
434Blackline IncBL30$2,0180.00%
435Envista Holdings CorpNVST59$1,9870.00%
436Johnson & JohnsonJNJ10$1,7670.00%
437Microchip TechnologyMCHPP25$1,7560.00%
438Xylem Inc.XYL15$1,6590.00%
439Carnival CorpCUKPF200$1,6120.00%
440Generac Holdings IncGNRC15$1,5100.00%
441Blackrock Inc.BLK2$1,4170.00%
442Fortive CorpFTV21$1,3490.00%
443Abbott LabsABLZF12$1,3170.00%
444WEX Inc.WEX8$1,3090.00%
445Walt Disney Co25468710615$1,3030.00%
446Pfizer IncPFE25$1,2810.00%
447Lowes Cos Inc.5486611075$9960.00%
448Chico's FAS, Inc.168615102200$9840.00%
449Prudential Financial Inc.PUKPF9$8950.00%
450New York Community Bancorp649445103100$8600.00%
451Vanguard Real Estate ETF92290855310$8250.00%
452WEX Inc.WEX5$8180.00%
453iShares MBS ETF4642885888$7420.00%
454Escrow Altegrity Inc021ESC01750$7280.00%
455PIMCO Total Return Active ETF72201R7758$7240.00%
456Nokia CorpNOKBF100$4640.00%
457Vapotherm, Inc922107107100$2700.00%
458Organon & Co.OGN9$2510.00%