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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

CAPTRUST FINANCIAL ADVISORS

Quarter ended Q3 2023 · Filed August 15, 2023 · Accession 0001062993-23-016452

Total Value
$25.37B
Positions
2,530
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1APPLE INC COMAAPL5,295,163$1.03B4.42%
2ISHARES CORE S&P 500 ETF4642872002,197,650$948.9M4.08%
3SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6639,952,050$913.8M3.93%
4VANGUARD VALUE9229087444,512,495$641.2M2.76%
5MICROSOFT CORP COMMSFT1,842,437$627.4M2.70%
6VANGUARD FTSE DEVELOPED MARKETS ETF9219438589,655,449$445.9M1.92%
7ISHARES IBONDS DEC 2023 TERM TREASURY ETF46436E88217,288,238$428.9M1.85%
8SPDR S&P 500 ETF TRUSTSPY963,113$426.9M1.84%
9ISHARES IBONDS DEC 2025 TERM TREASURY ETF46436E86617,571,678$406.4M1.75%
10ISHARES IBONDS DEC 2024 TERM TREASURY ETF46436E87416,897,367$402.2M1.73%
11ISHARES MSCI USA MIN VOL FACTOR ETF46429B6975,356,189$398.1M1.71%
12ISHARES MSCI USA MOMENTUM FACTOR ETF46432F3962,095,316$302.2M1.30%
13ISHARES 1-3 YEAR TREASURY BOND ETF4642874573,440,326$278.9M1.20%
14TECHNOLOGY SELECT SECTOR SPDR FUND81369Y8031,549,632$269.4M1.16%
15BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A781,745$266.6M1.15%
16AMAZON COM INC COMAMZN1,802,052$235.1M1.01%
17VANGUARD SMALL-CAP ETF9229087511,118,391$222.4M0.96%
18ISHARES 7-10 YEAR TREASURY BOND ETF4642874402,251,790$217.5M0.94%
19VANGUARD GROWTH ETF922908736733,464$207.5M0.89%
20PROCTER AND GAMBLE CO COM7427181091,317,520$199.9M0.86%
21ISHARES RUSSELL 1000 ETF464287622807,598$196.8M0.85%
22WISDOMTREE FLOATING RATE TREASURY FUNDWT3,879,457$195.2M0.84%
23ALPHABET INC CAP STK CL AGOOG1,620,214$193.9M0.83%
24ISHARES CORE U.S. AGGREGATE BOND ETF4642872261,898,247$185.9M0.80%
25VANGUARD SHORT-TERM BOND ETF9219378272,436,465$184.1M0.79%
26NVIDIA CORPORATION COMNVDA414,728$175.4M0.75%
27BROADCOM INC COMAVGO201,476$174.8M0.75%
28VANGUARD DIVIDEND APPRECIATION ETF9219088441,045,614$169.8M0.73%
29ISHARES CORE MSCI EMERGING MARKET ETF46434G1033,376,029$165.9M0.71%
30ISHARES 20 YEAR TREASURY BOND ETF4642874321,528,928$157.4M0.68%
31VANGUARD S&P 500 ETF922908363378,719$154.2M0.66%
32CHEVRON CORP NEW COMCVX968,526$152.4M0.66%
33ELI LILLY & CO COMLLY302,496$141.9M0.61%
34MASTERCARD INCORPORATED CL AMA347,480$136.7M0.59%
35LOWES COS INC COM548661107601,860$135.8M0.58%
36COCA COLA CO COMKO2,238,789$134.8M0.58%
37ISHARES S&P MID-CAP 400 GROWTH ETF4642876061,749,289$131.2M0.56%
38VANGUARD TOTAL STOCK MARKETS ETF922908769591,859$130.4M0.56%
39UNITEDHEALTH GROUP INC COMUNH262,522$126.2M0.54%
40ISHARES MSCI EAFE ETF4642874651,696,886$123.0M0.53%
41META PLATFORMS INC.META422,194$121.1M0.52%
42CVS HEALTH CORP COMCVS1,727,674$119.4M0.51%
43MERCK & CO INC COMMRK1,034,751$119.4M0.51%
44CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF14019W1095,047,073$118.7M0.51%
45EXXON MOBIL CORP COMXOM1,072,000$115.0M0.49%
46JOHNSON & JOHNSON COMJNJ679,727$112.5M0.48%
47GILEAD SCIENCES INC COMGILD1,437,391$110.8M0.48%
48ABBVIE INC COMABBV807,404$108.8M0.47%
49PEPSICO INC COMPEP579,920$107.4M0.46%
50VANGUARD MID-CAP ETF922908629482,670$106.3M0.46%
51PALO ALTO NETWORKS INC COMPANW413,532$105.7M0.45%
52JPMORGAN CHASE & CO COMVYLD724,636$105.4M0.45%
53ISHARES RUSSELL 1000 GROWTH ETF464287614372,417$102.5M0.44%
54NUCOR CORP COMNUE624,690$102.4M0.44%
55HCA HEALTHCARE INC COMHCA325,474$98.8M0.43%
56INVESCO QQQ TRUST SERIES IIVZ259,489$95.9M0.41%
57ALPHABET INC CAP STK CL CGOOG784,451$95.2M0.41%
58HONEYWELL INTL INC COM438516106456,748$94.8M0.41%
59TESLA INC COMTSLA358,232$93.8M0.40%
60PFIZER INC COMPFE2,524,551$92.6M0.40%
61BOOZ ALLEN HAMILTON HLDG CORP CL ABAH815,112$91.0M0.39%
62AMGEN INC COMAMGN399,214$88.6M0.38%
63HOME DEPOT INC COMHD284,978$88.5M0.38%
64KROGER CO COMKR1,881,701$88.4M0.38%
65ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF4642886461,729,512$86.8M0.37%
66JEFFERIES FINL GROUP INC COM47233W1092,583,586$85.7M0.37%
67ISHARES CORE S&P MID-CAP ETF464287507327,021$84.1M0.36%
68ISHARES SHORT-TERM NATIONAL MUNI BOND ETF464288158800,395$83.3M0.36%
69ISHARES GOLD TRUSTIAU2,280,011$83.0M0.36%
70COSTCO WHSL CORP NEW COM22160K105145,569$78.4M0.34%
71HP INC COMHPQ2,522,045$77.5M0.33%
72BANK AMERICA CORP COM0605051042,603,491$74.7M0.32%
73ORACLE CORP COMORCL-PD623,833$74.3M0.32%
74LAM RESEARCH CORP COMLRCX115,290$74.1M0.32%
75VISA INC COM CL AV305,119$72.5M0.31%
76ADOBE SYSTEMS INCORPORATED COMADBE147,314$72.0M0.31%
77GEOPARK LTD USD SHSGPRK7,129,823$70.7M0.30%
78PULTE GROUP INC COM745867101897,519$69.7M0.30%
79VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9220427751,281,241$69.7M0.30%
80VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406647,949$68.7M0.30%
81CISCO SYS INC COMCSCO1,322,813$68.4M0.29%
82DEVON ENERGY CORP NEW COM25179M1031,412,153$68.3M0.29%
83INTERPUBLIC GROUP COS INC COMINTR1,766,517$68.2M0.29%
84LOCKHEED MARTIN CORP COMLMT147,731$68.0M0.29%
85QUALCOMM INC COMQCOM566,177$67.4M0.29%
86AT&T INC COMT-PC4,202,514$67.0M0.29%
87RAMBUS INC DEL COMRMBS1,026,190$65.8M0.28%
88GARMIN LTD SHSGRMN611,733$63.8M0.27%
89COTERRA ENERGY INC COMCTRA2,508,095$63.5M0.27%
90AFLAC INC COMAFL901,364$62.9M0.27%
91ASML HOLDING N V N Y REGISTRY SHSASMLF84,496$61.2M0.26%
92ISHARES CORE S&P SMALL-CAP ETF464287804610,340$60.6M0.26%
93ISHARES MSCI USA QUALITY FACTOR ETF46432F339447,078$60.3M0.26%
94WALMART INC COMWMT376,822$59.2M0.25%
95NATIONAL MUNICIPAL BONDS464288414552,196$58.9M0.25%
96WILLIAMS SONOMA INC COMWSM463,440$58.0M0.25%
97SCHWAB US BROAD MKTS ETF8085241021,117,329$57.8M0.25%
98ISHARES CORE MSCI EAFE ETF46432F842869,216$55.7M0.24%
99MCDONALDS CORP COMMCD186,528$55.7M0.24%
100UNION PAC CORP COMUNP268,667$55.0M0.24%
101DIMENSIONAL US HIGH PROFITABILITY ETF25434V8312,049,336$54.4M0.23%
102EOG RES INC COMEOG474,299$54.3M0.23%
103VANGUARD EMERGING MARKET STOCK ETF9220428581,329,652$54.1M0.23%
104BLACKROCK SHORT MATURITY BOND ETF46431W5071,074,284$53.4M0.23%
105STARBUCKS CORP COMSBUX534,460$52.9M0.23%
106PINNACLE WEST CAP CORP COMPNW649,810$52.9M0.23%
107AUTOZONE INC COMAZO21,014$52.4M0.23%
108NUTRIEN LTD COMNTR886,131$52.3M0.23%
109ISHARES RUSSELL 2000 ETF464287655278,106$52.1M0.22%
110JPMORGAN ULTRA-SHORT INCOME ETF46641Q8371,003,972$50.3M0.22%
111WERNER ENTERPRISES INC COMWERN1,072,718$47.4M0.20%
112SPDR GOLD SHARESGLD264,537$47.2M0.20%
113ISHARES CORE DIVIDEND GROWTH ETF46434V621893,624$46.0M0.20%
114UBS GROUP AG SHSUBS2,237,175$45.3M0.20%
115GSK PLC SPONSORED ADRGLAXF1,259,287$44.9M0.19%
116UNILEVER PLC SPON ADR NEWUNLYF848,630$44.2M0.19%
117ISHARES U.S. TECHNOLOGY ETF464287721400,088$43.6M0.19%
118ISHARES RUSSELL 3000 ETF464287689169,679$43.2M0.19%
119PUBLIC STORAGE COMPSA-PS145,477$42.5M0.18%
120ENERGY SELECT SECTOR SPDR FUND81369Y506522,120$42.4M0.18%
121SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF808524771716,741$41.3M0.18%
122LAMAR ADVERTISING CO NEW CL ALAMR412,880$41.0M0.18%
123ISHARES S&P 500 GROWTH ETF464287309579,789$40.9M0.18%
124COMCAST CORP NEW CL ACCZ971,371$40.4M0.17%
125ISHARES RUSSELL 1000 VALUE ETF464287598254,916$40.2M0.17%
126NEXSTAR MEDIA GROUP INC COMMON STOCKNXST240,776$40.1M0.17%
127SCHWAB U.S. LARGE-CAP ETF808524201755,560$39.6M0.17%
128ABBOTT LABS COMABLZF362,849$39.6M0.17%
129DUKE ENERGY CORP NEW COM NEWDUKB438,089$39.3M0.17%
130CITIGROUP INC COM NEWC-PR829,032$38.2M0.16%
131THERMO FISHER SCIENTIFIC INC COMTMO72,269$37.7M0.16%
132BANK NEW YORK MELLON CORP COM064058100846,635$37.7M0.16%
133AUTODESK INC COMADSK181,379$37.1M0.16%
134BRISTOL-MYERS SQUIBB CO COMCELG-RI559,492$35.8M0.15%
135AMDOCS LTD SHSDOX352,643$34.9M0.15%
136SPDR S&P MIDCAP 400 ETF TRUSTMDY72,240$34.6M0.15%
137EAGLE MATLS INC COM26969P108183,906$34.3M0.15%
138EVERGY INC COMEVRG572,567$33.4M0.14%
139CATERPILLAR INC COMCAT135,356$33.3M0.14%
140ISHARES MSCI ACWI EX U.S. ETF464288240653,500$32.2M0.14%
141ROYAL BK CDA COM780087102332,887$31.8M0.14%
142CONOCOPHILLIPS COMCOP304,330$31.5M0.14%
143NORFOLK SOUTHN CORP COM655844108138,936$31.5M0.14%
144VERIZON COMMUNICATIONS INC COMVZ843,625$31.4M0.14%
145FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUNDFLEX184,994$31.2M0.13%
146FEDEX CORP COMFDX122,157$30.3M0.13%
147FREEPORT-MCMORAN INC CL BFCX753,778$30.2M0.13%
148VANGUARD REAL ESTATE ETF922908553353,956$29.2M0.13%
149ISHARES 0-3 MONTH TREASURY BOND ETF46436E718290,009$29.2M0.13%
150TRUIST FINL CORP COM89832Q109947,034$28.7M0.12%
151DISNEY WALT CO COM254687106321,765$28.7M0.12%
152AMERICAN EXPRESS CO COMAXP164,847$28.7M0.12%
153TEXAS INSTRS INC COM882508104156,665$28.2M0.12%
154DANAHER CORPORATION COM235851102117,154$28.1M0.12%
155NIKE INC CL BNKE252,766$27.9M0.12%
156VANGUARD RUSSELL 1000 GROWTH ETF92206C680393,097$27.8M0.12%
157RTX CORPORATION COMRTX281,431$27.6M0.12%
158JPMORGAN CORE PLUS BOND ETF46641Q670584,445$27.2M0.12%
159WELLS FARGO CO NEW COM949746101637,089$27.2M0.12%
160NEXTERA ENERGY INC COMNEE-PW360,511$26.7M0.12%
161ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF464287150272,805$26.7M0.11%
162BECTON DICKINSON & CO COMBDX101,061$26.7M0.11%
163VANECK MORNINGSTAR WIDE MOAT ETF92189F643331,417$26.4M0.11%
164INVESCO S&P 500 EQUAL WEIGHT TECHNOLOGY ETFIVZ89,717$26.4M0.11%
165ALTRIA GROUP INC COMMO580,811$26.3M0.11%
166SCHWAB US DIVIDEND EQUITY ETF808524797361,079$26.2M0.11%
167VANGUARD LARGE-CAP ETF922908637128,673$26.1M0.11%
168GENERAL MLS INC COM370334104335,781$25.8M0.11%
169BERKSHIRE HATHAWAY INC DEL CL ABRK-A49$25.4M0.11%
170VANGUARD SHORT-TERM CORPORATE BOND ETF92206C409333,283$25.2M0.11%
171VANGUARD MEGA CAP GROWTH ETF921910816106,088$25.0M0.11%
172PHILIP MORRIS INTL INC COM718172109254,981$24.9M0.11%
173VANGUARD SMALL CAP VALUE ETF922908611149,748$24.8M0.11%
174VANGUARD HEALTH CARE ETF92204A504100,069$24.5M0.11%
175ELEVANCE HEALTH INC COMELV54,963$24.4M0.11%
176BANK OZK LITTLE ROCK ARK COMOZKAP605,196$24.3M0.10%
177VANGUARD UTILITIES ETF92204A876168,987$24.0M0.10%
178SPROTT PHYSICAL GOLD TR UNITSII1,596,650$23.8M0.10%
179WEBSTER FINL CORP COM947890109629,664$23.8M0.10%
180ISHARES S&P 500 VALUE464287408145,343$23.4M0.10%
181INTUIT COMINTU51,122$23.4M0.10%
182WASTE MGMT INC DEL COM94106L109134,956$23.4M0.10%
183ALLSTATE CORP COMALL-PJ211,350$23.0M0.10%
184TOYOTA MOTOR CORP ADSTOYOF141,603$22.8M0.10%
185INTERNATIONAL BUSINESS MACHS COMINTR169,887$22.7M0.10%
186ISHARES FLOATING RATE BOND ETF46429B655446,705$22.7M0.10%
187TARGET CORP COMTGT171,790$22.7M0.10%
188ACCENTURE PLC IRELAND SHS CLASS AACN73,424$22.7M0.10%
189ENTERPRISE PRODS PARTNERS L P COM293792107858,295$22.6M0.10%
190DIMENSIONAL U.S. CORE EQUITY 2 ETF25434V708826,828$22.4M0.10%
191JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q654437,645$22.2M0.10%
192SCHWAB SHORT-TERM US TREASURY ETF808524862446,814$21.5M0.09%
193ISHARES RUSSELL MIDCAP ETF464287499293,871$21.5M0.09%
194HEALTH CARE SELECT SECTOR SPDR FUND81369Y209160,390$21.3M0.09%
195GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF675,190$21.2M0.09%
196JPMORGAN DIVERSIFIED RETURN U.S. EQUITY ETF46641Q407216,194$21.1M0.09%
197INTEL CORP COMINTC630,800$21.1M0.09%
198WATSCO INC COMWSO-B55,001$21.0M0.09%
199AUTOMATIC DATA PROCESSING INC COMADP94,146$20.7M0.09%
200GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETFNVGLF234,381$20.5M0.09%
201VANGUARD RUSSELL 1000 VALUE ETF92206C714295,209$20.4M0.09%
202VANGUARD FINANCIALS ETF92204A405250,661$20.4M0.09%
203PIMCO ACTIVE BOND ETF72201R775222,078$20.3M0.09%
204TJX COS INC NEW COM872540109238,547$20.2M0.09%
205GLOBE LIFE INC COMGL-PD183,001$20.1M0.09%
206VANGUARD TAX-EXEMPT BOND ETF922907746394,852$19.8M0.09%
207SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X10957,372$19.7M0.08%
208SOUTHERN CO COMSOMN280,639$19.7M0.08%
209JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332354,998$19.6M0.08%
210EMERSON ELEC CO COMEMR214,391$19.4M0.08%
211ISHARES IBONDS DEC 2023 TERM CORPORATE ETF46434VAX8761,685$19.3M0.08%
212ISHARES RUSSELL 2000 GROWTH ETF46428764878,791$19.1M0.08%
213ALERIAN MLP ETF00162Q452473,754$18.6M0.08%
214ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G764356,881$18.6M0.08%
215LINDE PLC SHSLIN47,824$18.2M0.08%
216SPDR S&P DIVIDEND ETF78464A763147,041$18.0M0.08%
217ISHARES MSCI EAFE MIN VOL FACTOR ETF46429B689263,956$17.8M0.08%
218AIR PRODS & CHEMS INC COMAIIR59,466$17.8M0.08%
219AMERIPRISE FINL INC COM03076C10652,647$17.5M0.08%
220SPDR S&P GLOBAL NATURAL RESOURCES ETF78463X541324,300$17.5M0.08%
221VANGUARD MEGA CAP ETF921910873109,608$17.1M0.07%
222VANGUARD TOTAL BOND MARKET ETF921937835235,551$17.1M0.07%
223NETFLIX INC COMNFLX38,763$17.1M0.07%
224SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V848421,000$17.1M0.07%
225ISHARES MSCI EAFE VALUE ETF464288877348,557$17.1M0.07%
226MARSH & MCLENNAN COS INC COM57174810290,624$17.0M0.07%
2273M CO COMMMM169,887$17.0M0.07%
228FASTENAL CO COMFAST287,076$16.9M0.07%
229ENBRIDGE INC COMENNPF439,623$16.3M0.07%
230ISHARES S&P SMALL-CAP 600 GROWTH ETF464287887142,088$16.3M0.07%
231IRON MTN INC DEL COM46284V101283,920$16.1M0.07%
232VALERO ENERGY CORP COMVLO136,039$16.0M0.07%
233ISHARES S&P 100 ETF46428710176,904$15.9M0.07%
234OREILLY AUTOMOTIVE INC COM67103H10716,475$15.7M0.07%
235PHILLIPS 66 COMPSX164,883$15.7M0.07%
236GOLDMAN SACHS GROUP INC COMGSCE48,716$15.7M0.07%
237VANGUARD INFORMATION TECHNOLOGY ETF92204A70235,201$15.6M0.07%
238SCHWAB U.S. LARGE-CAP GROWTH ETF808524300207,640$15.6M0.07%
239BP PLC SPONSORED ADRBPPFF432,716$15.3M0.07%
240DEERE & CO COMDE37,597$15.2M0.07%
241IQ HEDGE MULTI-STRATEGY TRACKER ETF45409B107500,486$14.9M0.06%
242ISHARES TIPS BOND ETF464287176137,964$14.8M0.06%
243TARGA RES CORP COMTRGP193,982$14.8M0.06%
244MONDELEZ INTL INC CL A609207105201,708$14.7M0.06%
245MICROCHIP TECHNOLOGY INC. COMMCHPP162,096$14.5M0.06%
246CAPITAL GROUP GROWTH ETF14020G101575,457$14.5M0.06%
247YUM BRANDS INC COMYUM104,302$14.5M0.06%
248MARTIN MARIETTA MATLS INC COM57328410631,299$14.5M0.06%
249BOEING CO COMBA-PA67,509$14.3M0.06%
250MEDTRONIC PLC SHSMDT161,736$14.2M0.06%
251ISHARES MSCI ACWI ETF464288257148,416$14.2M0.06%
252CSX CORP COMCSX416,879$14.2M0.06%
253CUMMINS INC COMCMI57,455$14.1M0.06%
254ZOETIS INC CL AZTS80,215$13.8M0.06%
255MCKESSON CORP COMMCK32,296$13.8M0.06%
256CINTAS CORP COMCTAS27,726$13.8M0.06%
257VANGUARD ENERGY ETF92204A306121,897$13.8M0.06%
258UNITED PARCEL SERVICE INC CL BUPS76,390$13.7M0.06%
259INVESCO S&P 500 EQUAL WEIGHT ETFIVZ90,523$13.5M0.06%
260DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF25434V203495,669$13.5M0.06%
261MARRIOTT INTL INC NEW CL A57190320273,291$13.5M0.06%
262INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFIVZ273,121$13.4M0.06%
263UNITED RENTALS INC COMURI29,962$13.3M0.06%
264ISHARES MSCI GLOBAL MIN VOL FACTOR ETF464286525135,305$13.3M0.06%
265MORGAN STANLEY COM NEWMS-PQ154,862$13.2M0.06%
266DOLLAR GEN CORP NEW COM25667710577,833$13.2M0.06%
267SCHWAB INT'L EQ ETF808524805368,700$13.1M0.06%
268ADVANCED MICRO DEVICES INC COMAMD114,891$13.1M0.06%
269NOVARTIS AG SPONSORED ADRNVSEF129,543$13.1M0.06%
270ISHARES CORE S&P U.S. GROWTH ETF464287671133,804$13.1M0.06%
271EQUIFAX INC COMEFX29,914$13.0M0.06%
272ISHARES MSCI KLD 400 SOCIAL ETF464288570153,343$12.9M0.06%
273ISHARES IBONDS DEC 2026 TERM TREASURY ETF46436E858565,988$12.8M0.06%
274S&P GLOBAL INC COMSPGI31,967$12.8M0.06%
275STRYKER CORPORATION COMSYK42,003$12.8M0.06%
276CHURCHILL DOWNS INC COMCHDN91,489$12.7M0.05%
277MARKEL GROUP INC COMMKL9,145$12.6M0.05%
278CHUBB LIMITED COMCB65,672$12.6M0.05%
279KIMBERLY-CLARK CORP COMKMB91,360$12.6M0.05%
280ISHARES TR RUSSEL 2000 VALUE46428763089,338$12.6M0.05%
281REVVITY INC COMRVTY105,815$12.6M0.05%
282TRACTOR SUPPLY CO COMTSCO56,497$12.5M0.05%
283HARTFORD TOTAL RETURN BOND ETF41653L305369,704$12.4M0.05%
284ISHARES U.S. PREFERRED STOCK ETF464288687398,394$12.3M0.05%
285SALESFORCE INC COMCRM58,152$12.3M0.05%
286ISHARES IBONDS DEC 2024 TERM CORPORATE ETF46434VBG4495,748$12.2M0.05%
287GENERAL ELECTRIC CO COM NEW369604301110,899$12.2M0.05%
288US BANCORP DEL COM NEWUSB-PS368,313$12.2M0.05%
289VANGUARD CONSUMER DISCRETIONARY ETF92204A10842,610$12.1M0.05%
290ENERGY TRANSFER L P COM UT LTD PTNET-PI941,791$12.0M0.05%
291EATON CORP PLC SHSETN59,469$12.0M0.05%
292BK OF AMERICA CORP 7.25CNV PFD L06050568210,204$12.0M0.05%
293PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF72201R874240,346$11.9M0.05%
294INVESCO FTSE RAFI US 1000 ETFIVZ72,184$11.8M0.05%
295DUPONT DE NEMOURS INC COMDD165,014$11.8M0.05%
296LYONDELLBASELL INDUSTRIES N V SHS - A -LYB128,350$11.8M0.05%
297ISHARES MSCI EAFE GROWTH ETF464288885123,279$11.8M0.05%
298ISHARES S&P SMALL-CAP 600 VALUE ETF464287879123,260$11.7M0.05%
299ISHARES SELECT DIVIDEND ETF464287168103,264$11.7M0.05%
300BLACKSTONE INC COMBX124,071$11.5M0.05%
301ISHARES RUSSELL MIDCAP VALUE INDEX464287473104,471$11.5M0.05%
302FT CBOE VEST U.S. EQUITY MODERATE BUFFER ETF - APRIL33740F458365,282$11.3M0.05%
303PNC FINL SVCS GROUP INC COM69347510589,429$11.3M0.05%
304DIMENSIONAL INTERNATIONAL VALUE ETF25434V807341,385$11.2M0.05%
305NORTHROP GRUMMAN CORP COMNOC24,599$11.2M0.05%
306APPLIED MATLS INC COM03822210577,572$11.2M0.05%
307HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF518416102425,679$11.2M0.05%
308MARATHON PETE CORP COMMARA95,755$11.2M0.05%
309ARK INNOVATION ETF00214Q104252,921$11.2M0.05%
310WEST PHARMACEUTICAL SVSC INC COM95530610529,143$11.1M0.05%
311AMERICAN TOWER CORP NEW COM03027X10057,163$11.1M0.05%
312FINANCIAL SELECT SECTOR SPDR FUND81369Y605328,738$11.1M0.05%
313ROCKWELL AUTOMATION INC COMROK33,557$11.1M0.05%
314L3HARRIS TECHNOLOGIES INC COMLHX56,183$11.0M0.05%
315FIRST CTZNS BANCSHARES INC N C CL A31946M1038,545$11.0M0.05%
316SCHWAB CHARLES CORP COMSCHW-PJ192,884$10.9M0.05%
317BLACKROCK ULTRA SHORT-TERM BOND ETF46434V878215,890$10.9M0.05%
318SPDR S&P BANK ETF78464A797300,546$10.8M0.05%
319ILLINOIS TOOL WKS INC COM45230810943,017$10.8M0.05%
320ISHARES RUSSELL MID-CAP GROWTH ETF464287481109,833$10.6M0.05%
321UNUM GROUP COMUNMA221,748$10.6M0.05%
322SCHWAB U.S. SMALL-CAP ETF808524607240,892$10.6M0.05%
323INVESCO FTSE RAFI US 1500 SMALL-MID ETFIVZ60,983$10.5M0.05%
324THE CIGNA GROUP COM12552310037,130$10.4M0.04%
325DOMINION ENERGY INC COMD200,863$10.4M0.04%
326ISHARES MBS ETF464288588111,229$10.4M0.04%
327FIRST TRUST DOW JONES INTERNET INDEX FUND33733E30262,362$10.2M0.04%
328LABORATORY CORP AMER HLDGS COM NEW50540R40941,846$10.1M0.04%
329INTUITIVE SURGICAL INC COM NEWISRG29,439$10.1M0.04%
330MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP559080106159,735$10.0M0.04%
331INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETFIVZ442,123$9.9M0.04%
332ALPHATEC HLDGS INC COM NEWATEC546,055$9.8M0.04%
333PAYCHEX INC COMPAYX87,708$9.8M0.04%
334ISHARES GS CORP BONDS46428724290,588$9.8M0.04%
335AMERICAN ELEC PWR CO INC COM025537101115,877$9.8M0.04%
336FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF33740F888402,797$9.7M0.04%
337INTERCONTINENTAL EXCHANGE INC COM45866F10485,262$9.6M0.04%
338FIVE STAR BANCORP COMFSBC430,153$9.6M0.04%
339BEACON ROOFING SUPPLY INC COM073685109115,668$9.6M0.04%
340GENERAL DYNAMICS CORP COMGD44,488$9.6M0.04%
341PRICE T ROWE GROUP INC COMTROW85,008$9.5M0.04%
342T-MOBILE US INC COMTMUSZ68,279$9.5M0.04%
343ISHARES US FINANCIAL SERVICES ETF46428777059,763$9.4M0.04%
344ISHARES MSCI EMERGING MARKETS ETF464287234237,173$9.4M0.04%
345ISHARES 3-7 YEAR TREASURY BOND ETF46428866180,200$9.2M0.04%
346VANGUARD TOTAL INTERNATIONAL STOCK ETF921909768164,506$9.2M0.04%
347GENERAL MTRS CO COM37045V100238,933$9.2M0.04%
348ISHARES U.S. CONSUMER DISCRETIONARY ETF464287580129,160$9.2M0.04%
349ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834146,181$9.2M0.04%
350DOW INC COMDOW170,241$9.1M0.04%
351DIGITAL RLTY TR INC COM25386810379,082$9.0M0.04%
352COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y852138,326$9.0M0.04%
353DIMENSIONAL U.S. EQUITY ETF25434V401186,563$9.0M0.04%
354PIONEER NAT RES CO COM72378710742,931$8.9M0.04%
355SHELL PLC SPON ADSRYDAF146,079$8.8M0.04%
356INDUSTRIAL SELECT SECTOR SPDR FUND81369Y70481,833$8.8M0.04%
357COLGATE PALMOLIVE CO COMCL113,186$8.7M0.04%
358REGENERON PHARMACEUTICALS COMREGN12,074$8.7M0.04%
359SYSCO CORP COMSYY115,743$8.6M0.04%
360INVESCO DYNAMIC SEMICONDUCTORS ETFIVZ62,757$8.6M0.04%
361BHP GROUP LTD SPONSORED ADSBHPLF143,445$8.6M0.04%
362SPDR PORTFOLIO AGGREGATE BOND ETF78464A649331,857$8.4M0.04%
363IDACORP INC COMIDA81,612$8.4M0.04%
364SCHWAB U.S. LARGE-CAP VALUE ETF808524409123,773$8.3M0.04%
365HORIZON KINETICS INFLATION BENEFICIARIES ETF53656F623269,743$8.2M0.04%
366CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y308111,043$8.2M0.04%
367SCHWAB U.S. MID-CAP ETF808524508115,103$8.2M0.04%
368FORD MTR CO DEL COM345370860540,213$8.2M0.04%
369ISHARES CORE HIGH DIVIDEND ETF46429B66380,882$8.2M0.04%
370JPMORGAN ACTIVE VALUE ETF46641Q167152,978$8.1M0.03%
371BLACKROCK INC COMBLK11,699$8.1M0.03%
372ASTRAZENECA PLC SPONSORED ADRAZN112,884$8.1M0.03%
373ISHARES CALIFORNIA MUNI BOND ETF464288356140,951$8.0M0.03%
374SEMPRA COMSREA54,198$7.9M0.03%
375MONGODB INC CL AMDB18,784$7.7M0.03%
376TRAVELERS COMPANIES INC COMTRV43,719$7.6M0.03%
377AMERICAN INTL GROUP INC COM NEW026874784130,944$7.5M0.03%
378J.P. MORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF46641Q209144,249$7.5M0.03%
379D R HORTON INC COM23331A10961,529$7.5M0.03%
380MPLX LP COM UNIT REP LTDMPLXP220,095$7.5M0.03%
381JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF46641Q852159,424$7.4M0.03%
382VANGUARD SMALL-CAP GROWTH ETF92290859532,318$7.4M0.03%
383VERTEX PHARMACEUTICALS INC COMVRTX21,074$7.4M0.03%
384INVESCO FTSE RAFI EMERGING MARKETS ETFIVZ397,126$7.4M0.03%
385DIAGEO PLC SPON ADR NEWDGEAF42,478$7.4M0.03%
386WEYERHAEUSER CO MTN BE COM NEWWY218,942$7.3M0.03%
387CENTERPOINT ENERGY INC COMCNP250,849$7.3M0.03%
388JOHNSON CTLS INTL PLC SHSG51502105106,875$7.3M0.03%
389UMB FINL CORP COM902788108119,544$7.3M0.03%
390ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF464286533131,991$7.3M0.03%
391SPDR MSCI EAFE STRATEGICFACTORS ETF78463X434103,704$7.3M0.03%
392ZIMMER BIOMET HOLDINGS INC COMZBH49,601$7.2M0.03%
393DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF25434V880308,517$7.2M0.03%
394ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF46428751520,728$7.2M0.03%
395WELLTOWER INC COMWELL88,574$7.2M0.03%
396SPROTT GOLD MINERS ETFSII275,779$7.1M0.03%
397ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD1292,447$7.1M0.03%
398CORTEVA INC COMCTVA123,891$7.1M0.03%
399OLD DOMINION FREIGHT LINE INC COMODFL19,157$7.1M0.03%
400GENUINE PARTS CO COMGPC41,563$7.0M0.03%
401SCHLUMBERGER LTD COM STKSLB142,740$7.0M0.03%
402INVESCO DYNAMIC LARGE CAP VALUE ETFIVZ150,313$7.0M0.03%
403DIMENSIONAL U.S. TARGETED VALUE ETF25434V609150,792$7.0M0.03%
404PROLOGIS INC. COMPLDGP57,034$7.0M0.03%
405JOHN HANCOCK MULTIFACTOR EMERGING MARKETS ETF47804J834276,567$6.8M0.03%
406ISHARES BIOTECHNOLOGY ETF46428755653,826$6.8M0.03%
407APTIV PLC SHSAPTV66,856$6.8M0.03%
408CROWDSTRIKE HLDGS INC CL ACRWD46,440$6.8M0.03%
409ENTERGY CORP NEW COMENO69,665$6.8M0.03%
410VANGUARD CRSP US MID CAP VALUE INDE ETF92290851248,996$6.8M0.03%
411ICON PLC SHSICLR26,948$6.7M0.03%
412UTILITIES SELECT SECTOR SPDR FUND81369Y886102,558$6.7M0.03%
413VANGUARD EXTENDED MARKET ETF92290865245,044$6.7M0.03%
414GRAINGER W W INC COM3848021048,501$6.7M0.03%
415AON PLC SHS CL AAON19,377$6.7M0.03%
416NOVO-NORDISK A S ADRNONOF41,120$6.7M0.03%
417ILLUMINA INC COMILMN35,361$6.6M0.03%
418INVESCO S&P 500 PURE GROWTH ETFIVZ43,231$6.6M0.03%
419GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETFNVGLF158,035$6.6M0.03%
420FIRST TRUST LONG/SHORT EQUITY ETF33739P103123,992$6.5M0.03%
421SMUCKER J M CO COM NEW83269640544,246$6.5M0.03%
422AMPLIFY ONLINE RETAIL ETF032108102141,347$6.5M0.03%
423CROSSFIRST BANKSHARES INC COM22766M109652,602$6.5M0.03%
424FISERV INC COMFISV51,699$6.5M0.03%
425POOL CORP COMPOOL17,307$6.5M0.03%
426HUMANA INC COMHUM14,481$6.5M0.03%
427ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETFGLTR74,631$6.5M0.03%
428GXO LOGISTICS INCORPORATED COMMON STOCKGXO103,039$6.5M0.03%
429FIRST SOLAR INC COMFSLR33,899$6.4M0.03%
430XCEL ENERGY INC COMXELLL103,514$6.4M0.03%
431INVESCO DYNAMIC LARGE CAP GROWTH ETFIVZ91,017$6.4M0.03%
432CORE ALTERNATIVE ETF53656F847228,883$6.4M0.03%
433STEEL DYNAMICS INC COMSTLD58,429$6.4M0.03%
434PAYPAL HLDGS INC COMPYPL94,801$6.3M0.03%
435WISDOMTREE GLOBAL EX-US QUALITY DIVIDEND GROWTH FUNDWT176,600$6.3M0.03%
436DOVER CORP COMDOV42,835$6.3M0.03%
437PIMCO ENHANCED LOW DURATION ACTIVE ETF72201R71867,368$6.3M0.03%
438WESTERN MIDSTREAM PARTNERS LP COM UNIT LP INTWES235,205$6.2M0.03%
439ANALOG DEVICES INC COMADI31,828$6.2M0.03%
440QUEST DIAGNOSTICS INC COMDGX44,094$6.2M0.03%
441FIDELITY NATL INFORMATION SVCS COM31620M106113,228$6.2M0.03%
442FIDELITY HIGH DIVIDEND ETF316092840155,322$6.2M0.03%
443ISHARES S&P MID-CAP 400 VALUE ETF46428770557,558$6.2M0.03%
444CELCUITY INC COMCELC558,465$6.1M0.03%
445SERVICENOW INC COMNOW10,907$6.1M0.03%
446SPDR PORTFOLIO EMERGING MARKETS ETF78463X509177,844$6.1M0.03%
447SHERWIN WILLIAMS CO COMSHW23,017$6.1M0.03%
448MSA SAFETY INC COMMNESP35,049$6.1M0.03%
449SPDR S&P REGIONAL BANKING ETF78464A698148,307$6.1M0.03%
450ISHARES ESG AWARE MSCI USA ETF46435G42561,040$5.9M0.03%
451VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF922020805124,663$5.9M0.03%
452OCCIDENTAL PETE CORP COM674599105100,493$5.9M0.03%
453CARRIER GLOBAL CORPORATION COMCARR118,703$5.9M0.03%
454SCHWAB EMERGING MARKETS EQUITY ETF808524706239,569$5.9M0.03%
455CHIPOTLE MEXICAN GRILL INC COMCMG2,742$5.9M0.03%
456CROSS TIMBERS RTY TR TR UNIT22757R109265,822$5.8M0.03%
457CLOROX CO DEL COMCLX36,698$5.8M0.03%
458HUNT J B TRANS SVCS INC COM44565810732,094$5.8M0.03%
459CURTISS WRIGHT CORP COMCW31,390$5.8M0.02%
460WILLIAMS COS INC COM969457100176,639$5.8M0.02%
461KINDER MORGAN INC DEL COMEP-PC331,575$5.7M0.02%
462SOUTHWEST AIRLS CO COM844741108157,398$5.7M0.02%
463ISHARES MSCI EAFE SMALL-CAP ETF46428827396,350$5.7M0.02%
464PIMCO ENHANCED SHORT MATURITY ACTIVE ETF72201R83356,580$5.6M0.02%
465CONSTELLATION BRANDS INC CL ASTZ22,784$5.6M0.02%
466MDU RES GROUP INC COM552690109267,275$5.6M0.02%
467INVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETFIVZ123,729$5.6M0.02%
468PARKER-HANNIFIN CORP COMPH14,234$5.6M0.02%
469BEST BUY INC COMBBY67,522$5.5M0.02%
470ARCHER DANIELS MIDLAND CO COMADM73,174$5.5M0.02%
471DIMENSIONAL EMERGING CORE EQUITY MARKET ETF25434V302234,834$5.5M0.02%
472SPOTIFY TECHNOLOGY S A SHSSPOT34,304$5.5M0.02%
473RAYMOND JAMES FINL INC COM75473010952,891$5.5M0.02%
474FORTINET INC COMFTNT71,807$5.4M0.02%
475ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF46428861252,669$5.4M0.02%
476WISDOMTREE INTEREST RATE HEDGED U.S. AGGREGATE BOND FUNDWT122,062$5.4M0.02%
477BROADRIDGE FINL SOLUTIONS INC COM11133T10332,556$5.4M0.02%
478FIFTH THIRD BANCORP COMFITBM205,631$5.4M0.02%
479HORMEL FOODS CORP COMHRL132,812$5.3M0.02%
480YUM CHINA HLDGS INC COMYUMC94,505$5.3M0.02%
481PINNACLE FINL PARTNERS INC COM72346Q10493,764$5.3M0.02%
482LANTHEUS HLDGS INC COMLNTH63,263$5.3M0.02%
483HALLIBURTON CO COMHAL160,548$5.3M0.02%
484VULCAN MATLS CO COM92916010923,454$5.3M0.02%
485XYLEM INC COMXYL46,898$5.3M0.02%
486M & T BK CORP COM55261F10442,663$5.3M0.02%
487HESS CORP COMHESM38,761$5.3M0.02%
488EXTRA SPACE STORAGE INC COMEXR35,362$5.3M0.02%
489INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBERINHD144,047$5.2M0.02%
490BIO-TECHNE CORP COMTECH64,190$5.2M0.02%
491NNN REIT INC COMNNN122,423$5.2M0.02%
492ARES CAPITAL CORP COMARCC278,722$5.2M0.02%
493VANGUARD MID-CAP GROWTH ETF92290853825,403$5.2M0.02%
494PACCAR INC COMPCAR62,353$5.2M0.02%
495AXON ENTERPRISE INC COMAXON26,609$5.2M0.02%
496WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUNDWT184,558$5.2M0.02%
497WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT80,934$5.1M0.02%
498BORGWARNER INC COMBWA104,966$5.1M0.02%
499VANECK GOLD MINERS ETF92189F106170,323$5.1M0.02%
500ISHARES CORE S&P US VALUE ETF46428766364,960$5.1M0.02%