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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 COMBINATION REPORT

Sandy Spring Bank

Quarter ended Q4 2023 · Filed October 30, 2023 · Accession 0001104659-23-112435

Total Value
$1.80B
Positions
1,931
Other Managers
2
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES S&P MIDCAP 400 INDEX464287507432,571$107.9M6.15%
2ISHARES S&P 500 INDEX FUND464287200169,218$72.7M4.14%
3ISHARES S&P SMALLCAP 600 INDEX FUND464287804503,408$47.5M2.71%
4SPDR S&P 500 ETF TRUSTSPY107,037$45.8M2.61%
5MIDCAP 400 SPDR TRUST SERIES 1MDY95,930$43.8M2.50%
6APPLE INCAAPL254,857$43.6M2.49%
7MICROSOFT CORPMSFT116,179$36.7M2.09%
8APPLE, INC.AAPL190,788$32.7M1.86%
9MICROSOFT CORPMSFT98,835$31.2M1.78%
10ISHARES CORE S&P VALUE ETF464287663413,957$30.9M1.76%
11ISHARES CORE S&P US GROWTH464287671292,402$27.7M1.58%
12AMAZON COM INCAMZN198,917$25.3M1.44%
13WISDOMTREE TRWT605,852$24.8M1.42%
14NVIDIA CORPNVDA56,189$24.4M1.39%
15ALPHABET INC-CL CGOOG165,529$21.8M1.24%
16ISHARES S&P 500 INDEX FUND46428720043,453$18.7M1.06%
17VANGUARD MSCI EAFE ETF921943858424,234$18.5M1.06%
18J P MORGAN EXCHANGE TRADED F46641Q332300,718$16.1M0.92%
19ALPHABET INC -CL AGOOG120,259$15.7M0.90%
20DANAHER CORP23585110261,690$15.3M0.87%
21BERKSHIRE HATHAWAY INC BBRK-A41,807$14.6M0.84%
22JOHNSON & JOHNSONJNJ82,921$12.9M0.74%
23J P MORGAN CHASE & COVYLD87,258$12.7M0.72%
24MASTERCARD INCORPORATEDMA31,530$12.5M0.71%
25HOME DEPOT, INCHD39,912$12.1M0.69%
26J P MORGAN CHASE & COVYLD80,398$11.7M0.66%
27MC DONALDS CORPMCD44,009$11.6M0.66%
28BLACKSTONE INCBX100,592$10.8M0.61%
29LOWE'S COMPANIES, INC54866110751,213$10.6M0.61%
30ISHARES S&P SMALLCAP 600 INDEX FUND464287804108,265$10.2M0.58%
31WAL-MART STORES, INCWMT62,467$10.0M0.57%
32EXXON MOBIL CORPORATIONXOM79,746$9.4M0.53%
33THERMO FISHER SCIENTIFIC INCTMO18,000$9.1M0.52%
34CISCO SYSTEMS, INCCSCO163,998$8.8M0.50%
35MICROCHIP TECHNOLOGY INCORPORATEDMCHPP111,162$8.7M0.49%
36PEPSICO, INCPEP49,552$8.4M0.48%
37ZOETIS INCZTS48,248$8.4M0.48%
38ELEVANCE HEALTH INCELV19,120$8.3M0.47%
39TJX COMPANIES, INC.87254010993,452$8.3M0.47%
40VANGUARD SHORT TERM CORPORATE BOND ETF92206C409109,527$8.2M0.47%
41PALO ALTO NETWORKS INCPANW35,043$8.2M0.47%
42SALESFORCE.COM, INCCRM40,466$8.2M0.47%
43ABBOTT LABORATORIESABLZF83,642$8.1M0.46%
44NEXTERA ENERGY INCNEE-PW137,226$7.9M0.45%
45ISHARES RUSSELL 1000 INDEX FUND46428762232,555$7.6M0.44%
46VISA INC AV32,092$7.4M0.42%
47NVIDIA CORPNVDA16,930$7.4M0.42%
48MASTERCARD INCORPORATEDMA18,192$7.2M0.41%
49VANGUARD SCOTTSDALE FDS92206C680103,839$7.1M0.41%
50ISHARES TR46434V456209,778$7.1M0.40%
51ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX46428772166,707$7.0M0.40%
52STRYKER CORPSYK25,581$7.0M0.40%
53COSTCO WHOLESALE CORPORATION22160K10512,244$6.9M0.39%
54ORACLE CORPORATIONORCL-PD65,217$6.9M0.39%
55ADOBE SYSTEMS INCADBE13,419$6.8M0.39%
56BRISTOL-MYERS SQUIBB COMPANYCELG-RI116,974$6.8M0.39%
57RAYTHEON TECHNOLOGIES CORPRTX93,085$6.7M0.38%
58AMERICAN TOWER CORP03027X10040,096$6.6M0.38%
59BLACKROCK, INCBLK10,189$6.6M0.38%
60ACCENTURE PLC CL AACN21,085$6.5M0.37%
61ABBOTT LABORATORIESABLZF66,460$6.4M0.37%
62ACCENTURE PLC CL AACN20,929$6.4M0.37%
63UNITEDHEALTH GROUP INCORPORATEDUNH12,726$6.4M0.37%
64VANGUARD MSCI EMERGING MARKETS ETF922042858160,215$6.3M0.36%
65ELI LILLY AND COMPANYLLY11,198$6.0M0.34%
66TECHNOLOGY SELECT SECTOR SPDR81369Y80336,284$5.9M0.34%
67DIMENSIONAL ETF TRUST25434V609129,123$5.9M0.34%
68WASTE MANAGEMENT INC94106L10938,622$5.9M0.34%
69AMERICAN EXPRESS COAXP38,898$5.8M0.33%
70J P MORGAN EXCHANGE TRADED F46641Q837115,296$5.8M0.33%
71ISHARES S&P MIDCAP 400 INDEX46428750723,092$5.8M0.33%
72MARRIOTT INTERNATIONAL, INC CL A57190320228,854$5.7M0.32%
73WALT DISNEY COMPANY25468710669,234$5.6M0.32%
74ABBVIE INCABBV37,538$5.6M0.32%
75ISHARES IBONDS DEC 2025 CORP ETF46434VBD1229,155$5.6M0.32%
76META PLATFORMS, INC. CL AMETA18,592$5.6M0.32%
77AMAZON COM INCAMZN43,765$5.6M0.32%
78DIMENSIONAL ETF TRUST25434V724160,186$5.4M0.31%
79COSTCO WHOLESALE CORPORATION22160K1059,503$5.4M0.31%
80ISHARES IBONDS DEC 2026 CORP ETF46435GAA0229,660$5.4M0.31%
81ISHARES IBONDS DEC 2027 CORP ETF46435UAA9230,750$5.3M0.30%
82ISHARES IBONDS DEC 2024 CORP ETF46434VBG4214,754$5.3M0.30%
83PALO ALTO NETWORKS INCPANW22,404$5.3M0.30%
84CAPITAL ONE FINANCIAL CORP14040H10553,977$5.2M0.30%
85LABORATORY CORPORATION OF AMERICA HOLDINGS50540R40925,987$5.2M0.30%
86PROCTER & GAMBLE COMPANY74271810935,759$5.2M0.30%
87BERKSHIRE HATHAWAY INC BBRK-A14,855$5.2M0.30%
88THERMO FISHER SCIENTIFIC, INCTMO10,222$5.2M0.30%
89ADOBE SYSTEMS INCADBE10,131$5.2M0.29%
90MC DONALDS CORPMCD19,588$5.2M0.29%
91HONEYWELL INTERNATIONAL, INC43851610627,726$5.1M0.29%
92DANAHER CORP23585110220,636$5.1M0.29%
93ISHARES IBONDS DEC 2028 CORP ETF46435U515212,839$5.1M0.29%
94WAL-MART STORES, INCWMT31,634$5.1M0.29%
95CONSUMER DISCRETIONARY SELECT SECTOR SPDR81369Y40731,245$5.0M0.29%
96GOLDMAN SACHS GROUP INCGSCE15,514$5.0M0.29%
97WALT DISNEY COMPANY25468710661,278$5.0M0.28%
98AIR PRODUCTS & CHEMICALS INCAIIR16,982$4.8M0.27%
99ALPHABET INC-CL CGOOG36,326$4.8M0.27%
100META PLATFORMS, INC. CL AMETA15,867$4.8M0.27%
101FORTIVE CORPFTV63,424$4.7M0.27%
102CONOCOPHILLIPSCOP39,121$4.7M0.27%
103RAYTHEON TECHNOLOGIES CORPRTX64,525$4.6M0.26%
104ESTEE LAUDER COMPANIES CL A51843910432,096$4.6M0.26%
105JOHNSON & JOHNSONJNJ29,622$4.6M0.26%
106TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910052,560$4.6M0.26%
107COCA-COLA COMPANYKO80,991$4.5M0.26%
108COMCAST CORPORATION CLASS ACCZ100,875$4.5M0.26%
109INVESCO QQQ TRIVZ12,413$4.4M0.25%
110CHENIERE ENERGY INCLNG26,597$4.4M0.25%
111CONSTELLATION BRANDS INC ASTZ17,516$4.4M0.25%
112NIKE INC CL BNKE45,994$4.4M0.25%
113CVS HEALTH CORPCVS61,016$4.3M0.24%
114MERCK & CO INCMRK41,037$4.2M0.24%
115MATERIALS SELECT SECTOR SPDR TRUST81369Y10053,665$4.2M0.24%
116ISHARES IBONDS DEC 2029 CORP ETF46436E205189,352$4.1M0.24%
117UTILITIES SELECT SECTOR SPDR FUND81369Y88668,783$4.1M0.23%
118CHEVRON CORPORATIONCVX23,939$4.0M0.23%
119GOLDMAN SACHS GROUP INCGSCE12,428$4.0M0.23%
120FINANCIAL SELECT SECTOR SPDR FUND81369Y605119,468$4.0M0.23%
121SHELL PLC ADRRYDAF61,368$4.0M0.23%
122EATON CORP PLCETN18,187$3.9M0.22%
123DEERE & CODE10,097$3.8M0.22%
124UNILEVER PLC SPON ADRUNLYF76,565$3.8M0.22%
125NIKE INC CL BNKE39,353$3.8M0.21%
126APPLE INCAAPL21,959$3.8M0.21%
127ISHARES S&P 500 INDEX FUND4642872008,721$3.7M0.21%
128THE CHARLES SCHWAB CORPORATIONSCHW-PJ68,210$3.7M0.21%
129VANGUARD INDEX FDS92290873613,651$3.7M0.21%
130THE CHARLES SCHWAB CORPORATIONSCHW-PJ67,481$3.7M0.21%
131MONDELEZ INTL INC60920710553,142$3.7M0.21%
132VERIZON COMMUNICATIONSVZ113,455$3.7M0.21%
133BROOKFIELD CORP11271J107116,948$3.7M0.21%
134S&P GLOBAL INCSPGI9,999$3.7M0.21%
135ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND46428755629,879$3.7M0.21%
136CATERPILLAR INCCAT13,362$3.6M0.21%
137AUTOMATIC DATA PROCESSING, INCADP14,693$3.5M0.20%
138ISHARES IBONDS DEC 2030 CORP ETF46436E726166,597$3.4M0.19%
139DIAGEO PLC ADRDGEAF22,594$3.4M0.19%
140CIGNA CORP NEW12552310011,523$3.3M0.19%
141FIRST TR EXCHANGE-TRADED FD33738D101123,575$3.3M0.19%
142VISA INC AV14,068$3.2M0.18%
143ISHARES MSCI EAFE ETF46428746546,699$3.2M0.18%
144NORFOLK SOUTHERN CORPORATION65584410816,192$3.2M0.18%
145ZOETIS INCZTS18,293$3.2M0.18%
146INTUITIVE SURGICAL INCISRG10,851$3.2M0.18%
147ISHARES S&P MIDCAP 400 GROWTH INDEX FUND46428760643,423$3.1M0.18%
148QUALCOMM INCORPORATEDQCOM28,001$3.1M0.18%
149HOME DEPOT INCHD10,269$3.1M0.18%
150T-MOBILE US INCTMUSZ21,042$2.9M0.17%
151QUANTA SERVICES, INC74762E10215,646$2.9M0.17%
152SHELL PLC ADRRYDAF45,265$2.9M0.17%
153ISHARES IBONDS DEC 2031 CORP ETF46436E486145,436$2.8M0.16%
154VEEVA SYS INCVEEV13,822$2.8M0.16%
155UNION PACIFIC CORPORATIONUNP13,760$2.8M0.16%
156PROCTER & GAMBLE COMPANY74271810919,056$2.8M0.16%
157TRUIST FINL CORP89832Q10996,730$2.8M0.16%
158MONDELEZ INTL INC60920710539,582$2.7M0.16%
159L3HARRIS TECHNOLOGIES INCLHX15,726$2.7M0.16%
160INTEL CORPORATIONINTC75,730$2.7M0.15%
161ISHARES RUSSELL MIDCAP INDEX FUND46428749938,377$2.7M0.15%
162BLACKROCK INCBLK4,012$2.6M0.15%
163ALPHABET INC -CL AGOOG19,540$2.6M0.15%
164FIRST COMMONWEALTH FINANCIAL CORPORATION319829107208,544$2.5M0.15%
165SERVICENOW INCNOW4,551$2.5M0.15%
166TRANE TECHNOLOGIES PLCTT12,093$2.5M0.14%
167HEALTH CARE SELECT SECTOR SPDR81369Y20919,017$2.4M0.14%
168BOOKING HOLDINGS INCBKNG786$2.4M0.14%
169AMERICAN EXPRESS COAXP16,212$2.4M0.14%
170FEDEX CORPFDX8,898$2.4M0.13%
171ISHARES IBONDS DEC 2023 CORP ETF46434VAX892,294$2.3M0.13%
172CHEVRON CORPORATIONCVX13,292$2.2M0.13%
173ISHARES IBONDS DEC 2032 CORP ETF46436E31294,000$2.2M0.13%
174OTIS WORLDWIDE CORPOTIS27,397$2.2M0.13%
175BOEING COMPANYBA-PA11,429$2.2M0.12%
176STARBUCKS CORPSBUX23,342$2.1M0.12%
177ROCKWELL AUTOMATION INCROK7,433$2.1M0.12%
178APTIV PLCAPTV21,370$2.1M0.12%
179CITIGROUP INCC-PR50,974$2.1M0.12%
180SPDR S&P BANK ETF78464A79756,313$2.1M0.12%
181ISHARES S&P GLOBAL TECHNOLOGY SECTOR INDEX FD46428729135,230$2.0M0.12%
182ASML HOLDING N VASMLF3,435$2.0M0.12%
183AMPHENOL CORPORATION A03209510123,892$2.0M0.11%
184VALERO ENERGY CORPORATIONVLO14,121$2.0M0.11%
185AMGEN, INCAMGN7,337$2.0M0.11%
186ISHARES RUSSELL 1000 VALUE INDEX46428759812,960$2.0M0.11%
187PFIZER, INCPFE59,072$2.0M0.11%
188UNION PACIFIC CORPORATIONUNP9,451$1.9M0.11%
189AFLAC INCORPORATEDAFL24,788$1.9M0.11%
190SPDR SER TR78464A87025,806$1.9M0.11%
191VANGUARD INFO TECH ETF92204A7024,505$1.9M0.11%
192PAYPAL HOLDINGS INC.PYPL30,460$1.8M0.10%
193ELI LILLY AND COMPANYLLY3,283$1.8M0.10%
194VANGUARD SMALL CAP ETF9229087519,266$1.8M0.10%
195TAKE-TWO INTERACTIVE SOFTWARETTWO12,317$1.7M0.10%
196ENERGY SELECT SECTOR SPDR FUND81369Y50619,123$1.7M0.10%
197EQT CORPORATIONEQT40,623$1.6M0.09%
198DIMENSIONAL ETF TRUST25434V40135,409$1.6M0.09%
199SPDR S&P REGIONAL BANKING ETF78464A69839,305$1.6M0.09%
200PROLOGIS, INCPLDGP14,598$1.6M0.09%
201EXXON MOBIL CORPORATIONXOM13,848$1.6M0.09%
202MARRIOTT INTERNATIONAL, INC CL A5719032028,273$1.6M0.09%
203INTERCONTINENTAL EXCHANGE, INC45866F10414,480$1.6M0.09%
204ISHARES RUSSELL 2000 VALUE INDEX FUND46428763011,597$1.6M0.09%
205MCCORMICK & COMPANY, INCMKC-V20,501$1.6M0.09%
206D R HORTON INC23331A10914,211$1.5M0.09%
207PHILIP MORRIS INTERNATIONAL INC71817210916,209$1.5M0.09%
208NXP SEMICONDUCTORS N VNXPI7,455$1.5M0.08%
209UNITED PARCEL SERVICE, INCUPS9,550$1.5M0.08%
210FORTIVE CORPFTV19,550$1.4M0.08%
211CVS HEALTH CORPCVS20,704$1.4M0.08%
212SPDR S&P 500 ETF TRUSTSPY3,375$1.4M0.08%
213EXXON MOBIL CORPORATIONXOM11,732$1.4M0.08%
214MICROSOFT CORPMSFT4,298$1.4M0.08%
215AMERICAN TOWER CORP03027X1008,216$1.4M0.08%
216FORTUNE BRANDS INNOVATIONS IFBIN21,692$1.3M0.08%
217ROCKWELL AUTOMATION INCROK4,651$1.3M0.08%
218SPDR S&P 500 ETF TRUSTSPY3,088$1.3M0.08%
219CISCO SYSTEMS, INCCSCO23,944$1.3M0.07%
220AGCO CORPORATIONAGCO10,881$1.3M0.07%
221LOWE'S COMPANIES, INC5486611076,132$1.3M0.07%
222VANGUARD GROWTH ETF9229087364,664$1.3M0.07%
223SEMPRASREA18,440$1.3M0.07%
224ISHARES IBONDS DEC 2024 MUNI ETF46435U69748,655$1.2M0.07%
225ENBRIDGE INCENNPF37,590$1.2M0.07%
226VANGUARD INT TERM CORP92206C87016,392$1.2M0.07%
227VANGUARD DIVIDEND APPRECIATION ETF9219088447,995$1.2M0.07%
228VANGUARD DIVIDEND APPRECIATION ETF9219088447,930$1.2M0.07%
229VANGUARD MID-CAP ETF INDEX FDS9229086295,804$1.2M0.07%
230BURKE HERBERT FINL SVCS CORP12135Y10825,998$1.2M0.07%
231BERKSHIRE HATHAWAY INC BBRK-A3,415$1.2M0.07%
232J P MORGAN EXCHANGE TRADED F46641Q33221,944$1.2M0.07%
233MIDCAP 400 SPDR TRUST SERIES 1MDY2,567$1.2M0.07%
234SCHWAB US DIVIDEND EQUITY ETF80852479716,352$1.2M0.07%
235AUTODESK INCADSK5,590$1.2M0.07%
236CUMMINS INCCMI5,040$1.2M0.07%
237FIRST TR EXCHANGE-TRADED FD33738R50624,398$1.1M0.06%
238MARRIOTT INTERNATIONAL, INC CL A5719032025,681$1.1M0.06%
239EOG RESOURCES, INC.EOG8,715$1.1M0.06%
240DIMENSIONAL ETF TRUST25434V50020,939$1.1M0.06%
241STARBUCKS CORPSBUX11,855$1.1M0.06%
242REVVITY INCRVTY9,661$1.1M0.06%
243ISHARES RUSSELL MIDCAP GROWTH INDEX46428748111,640$1.1M0.06%
244INVESCO QQQ TRIVZ2,964$1.1M0.06%
245ISHARES BARCLAYS TIPS BOND FUND46428717610,182$1.1M0.06%
246BCE INC.BCPPF27,530$1.1M0.06%
247ISHARES IBONDS DEC 2025 MUNI ETF46435U43239,930$1.0M0.06%
248LOCKHEED MARTIN CORPLMT2,539$1.0M0.06%
249VANGUARD TOTAL STOCK MARKET ETF9229087694,876$1.0M0.06%
250VANGUARD TOTAL STOCK MARKET ETF9229087694,849$1.0M0.06%
251SHERWIN WILLIAMS COSHW4,035$1.0M0.06%
252BANK OF AMERICA CORPORATION06050510437,376$1.0M0.06%
253NOVARTIS AG - ADRNVSEF10,004$1.0M0.06%
254ALPHABET INC-CL CGOOG7,601$1.0M0.06%
255INDUSTRIAL SELECT SECTOR SPDR FUND81369Y7049,845$998,0860.06%
256GENERAC HOLDINGS INCGNRC9,092$990,6640.06%
257TESLA INCTSLA3,956$989,7690.06%
258FIRST SOLAR INCFSLR5,998$969,2170.06%
259PEPSICO INCPEP5,702$966,1620.06%
260AMAZON COM INCAMZN7,571$962,3640.05%
261VANGUARD GROWTH ETF9229087363,508$955,2640.05%
262LOCKHEED MARTIN CORPLMT2,334$954,5130.05%
263ISHARES IBONDS DEC 2026 MUNI ETF46435U25938,220$948,2380.05%
264NEXTERA ENERGY, INCNEE-PW16,493$944,8840.05%
265MATERIALS SELECT SECTOR SPDR TRUST81369Y10011,970$940,2440.05%
266ISHARES IBONDS DEC 2027 MUNI ETF46435U28337,855$926,6900.05%
267SKYWORKS SOLUTIONS INCSWKS9,366$923,3940.05%
268ORACLE CORPORATIONORCL-PD8,695$920,9350.05%
269TORTOISE NORTH AMERICAN PIPELINE FUND56167N72037,576$918,7330.05%
270CORTEVA INCCTVA17,903$915,9170.05%
271DOW INCDOW17,750$915,1900.05%
272CORNING, INCGLW29,966$913,0640.05%
273LEIDOS HOLDINGS INCLDOS9,906$912,9600.05%
274ISHARES RUSSELL 2000 INDEX FUND4642876555,127$906,1460.05%
275TESLA INCTSLA3,502$876,2710.05%
276CONSUMER STAPLES SELECT SECTOR SPDR FUND81369Y30812,602$867,1440.05%
277CABLE ONE INCCABO1,400$861,8960.05%
278EATON CORP PLCETN4,016$856,5330.05%
279SCHWAB US LARGE-CAP ETF80852420116,891$854,6720.05%
280DOMINION RESOURCES, INCD18,818$840,6010.05%
281ISHARES RUSSELL 2000 INDEX FUND4642876554,736$837,0360.05%
282WELLTOWER INCWELL10,075$825,3440.05%
283KIMBERLY CLARK CORPKMB6,828$825,1640.05%
284INTEL CORPORATIONINTC23,148$822,9130.05%
285ISHARES IBONDS DEC 2028 MUNI ETF46435U32533,540$818,7110.05%
286LYONELLBASELL INDUSTRIES NV CL ALYB8,425$797,8480.05%
287ALEXANDRIA REAL ESTATE EQ IN0152711097,963$797,0970.05%
288ISHARES RUSSELL 1000 GROWTH INDEX4642876142,988$794,7780.05%
289GITLAB INCGTLB17,407$787,1450.04%
290ISHARES MSCI EAFE ETF46428746511,414$786,6550.04%
291ISHARES CORE MSCI EMERGING MARKETS ETF46434G10316,412$781,0470.04%
292SOUTHERN COMPANYSOMN11,844$766,5440.04%
293DEVON ENERGY CORPORATION25179M10315,950$760,8150.04%
294JACOBS SOLUTIONS INCJ5,488$749,1120.04%
295SPDR DOW JONES INDUSTRIAL AVG ETF78467X1092,213$741,2440.04%
296ISHARES IBONDS DEC 2033 CORP ETF46436E13030,700$735,8790.04%
297FMC CORPFMC10,827$725,0850.04%
298DUPONT DE NEMOURS INCDD9,587$715,0940.04%
299MEDTRONIC HLDGMDT8,999$705,1620.04%
300VANGUARD REIT ETF9229085539,307$704,1680.04%
301INVESCO QQQ TRIVZ1,960$702,3540.04%
302SYSCO CORPSYY10,606$700,5260.04%
303ISHARES RUSSELL 1000 GROWTH INDEX4642876142,572$684,1270.04%
304BAXTER INTERNATIONAL INC07181310917,865$674,2250.04%
305VANGUARD SMALL CAP ETF9229087513,531$667,5930.04%
306NVIDIA CORPNVDA1,531$666,0130.04%
307ONEOK, INCOKE10,486$665,1270.04%
308ISHARES RUSSELL 1000 VALUE INDEX4642875984,329$657,2290.04%
309INVESCO EXCHANGE TRADED FD TIVZ20,179$656,0280.04%
310ISHARES CORE MSCI EMERGING MARKETS ETF46434G10313,763$654,9820.04%
311ALPHABET INC -CL AGOOG4,980$651,6830.04%
312VERIZON COMMUNICATIONSVZ19,530$632,9620.04%
313ISHARES IBONDS DEC 2023 MUNI ETF46435G31824,785$632,6370.04%
314ALTRIA GROUP, INCMO14,888$626,0400.04%
315ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX4642877215,923$621,4420.04%
316VANGUARD WORLD FD9219108734,060$616,6150.04%
317BECTON DICKINSON & COBDX2,384$616,3360.04%
318ILLINOIS TOOL WORKS4523081092,674$615,8490.04%
319ABBVIE INCABBV4,131$615,8230.04%
320CSX CORPCSX19,790$608,5430.03%
321ISHARES RUSSELL 1000 VALUE INDEX4642875983,971$602,8770.03%
322AGNICO EAGLE MINES LTDAEM13,228$601,2130.03%
323SCIENCE APPLICATIONS INTL CO8086251075,621$593,2790.03%
324SHOALS TECHNOLOGIES GROUP INCSHLS32,372$590,7890.03%
325ISHARES RUSSELL 2000 INDEX FUND4642876553,331$588,7660.03%
326INTERNATIONAL BUSINESS MACHINES CORPINTR4,087$573,4060.03%
327ENPHASE ENERGY INCENPH4,728$568,0700.03%
328PHILLIPS 66PSX4,692$563,7440.03%
329CADENCE DESIGN SYSTEM INCCDNS2,396$561,3830.03%
330PAYCOM SOFTWARE INCPAYC2,155$558,7270.03%
331ISHARES TR46432F8428,616$554,4400.03%
332ADVANCED MICRO DEVICES INCAMD5,377$552,8640.03%
333DEERE & CODE1,444$545,1070.03%
334INTERNATIONAL BUSINESS MACHINES CORPINTR3,877$543,9440.03%
335AMGEN INCAMGN2,020$542,8220.03%
336CLOROX COMPANYCLX4,049$530,6620.03%
337INVESCO EXCHANGE TRADED FD TR S&P500 EQL WGTIVZ3,694$523,4030.03%
338SNOWFLAKE INCSNOW3,381$516,5160.03%
339VANGUARD WORLD FDS92204A3064,038$511,8340.03%
340NOVARTIS AG - ADRNVSEF5,010$510,3190.03%
341DOMINION RESOURCES, INCD11,268$503,3420.03%
342MERCK & CO INCMRK4,872$501,5730.03%
343UTILITIES SELECT SECTOR SPDR FUND81369Y8868,443$497,5460.03%
344LOWE'S COMPANIES, INC5486611072,392$497,0660.03%
345ISHARES RUSSELL MIDCAP GROWTH INDEX4642874815,440$496,9440.03%
346PNC FINANCIAL SERVICES GROUP6934751054,003$491,4480.03%
3473M COMPANYMMM5,204$487,1980.03%
348ISHARES RUSSELL MIDCAP VALUE INDEX4642874734,633$483,4070.03%
349LAMB WESTON HLDGS INCLW5,215$482,1790.03%
350JOHNSON & JOHNSONJNJ2,996$466,6180.03%
351PROCTER & GAMBLE COMPANY7427181093,193$465,7280.03%
352ISHARES S&P 500 VALUE INDEX4642874082,985$459,2120.03%
353ECOLAB INC.ECL2,708$458,7350.03%
354PFIZER INCPFE13,808$458,0050.03%
355VANGUARD INDEX FDS9229083631,163$456,7110.03%
356VANGUARD MALVERN FDS9220208059,546$451,3350.03%
357BOEING COMPANYBA-PA2,353$451,0240.03%
358NETFLIX INCNFLX1,188$448,4000.03%
359UNITED PARCEL SERVICE INCUPS2,867$446,8800.03%
360INVESCO EXCH TRADED FD TR IIIVZ7,643$436,0220.02%
361UNITED BANKSHARES INC WEST VUNTCW15,688$432,8320.02%
362TJX COMPANIES, INC.8725401094,789$425,6470.02%
363LULULEMON ATHLETICA INCLULU1,093$421,4720.02%
364ISHARES TR46434V6218,500$421,0050.02%
365ISHARES BARCLAYS TIPS BOND FUND4642871763,965$411,2500.02%
366INTERNATIONAL BUSINESS MACHINES CORPINTR2,891$405,5440.02%
367ISHARES RUSSELL 1000 GROWTH INDEX4642876141,524$405,4300.02%
368ABBOTT LABORATORIESABLZF4,176$404,4460.02%
369PIMCO ETF TR72201R8334,033$403,8600.02%
370STATE STREET CORPSTT-PG6,013$402,6300.02%
371ISHARES MSCI EAFE ETF4642874655,841$402,5620.02%
372AT&T INCT-PC25,834$388,0290.02%
373VANGUARD TOTAL STOCK MARKET ETF9229087691,815$385,5020.02%
374THE HERSHEY COMPANYHSY1,917$383,5540.02%
375LISTED FD TR53656F86219,499$382,8410.02%
376ISHARES TR4642871504,063$382,6940.02%
377VANGUARD INDEX FDS922908363960$377,1780.02%
378DATADOG INCDDOG4,106$374,0160.02%
379FORTREA HLDGS INCFTRE12,971$370,8410.02%
380VANGUARD INDEX FDS9229086371,890$369,8930.02%
381STRYKER CORPSYK1,346$367,8220.02%
382ACCENTURE PLC CL AACN1,192$366,0760.02%
383ISHARES DOW JONES SELECT DIVIDEND4642871683,379$363,7160.02%
384GENERAL DYNAMICS CORPGD1,627$359,5180.02%
385ABBVIE INCABBV2,406$358,6640.02%
386MEDTRONIC HLDGMDT4,519$354,1090.02%
387CONOCOPHILLIPSCOP2,923$350,2080.02%
388ISHARES S&P 500 GROWTH INDEX FUND4642873095,073$347,0950.02%
389J P MORGAN CHASE & COVYLD2,393$346,9760.02%
390BOEING COMPANYBA-PA1,807$346,4130.02%
391INVESCO EXCHANGE TRADED FD TIVZ6,473$344,2350.02%
392THE CHARLES SCHWAB CORPORATIONSCHW-PJ6,251$343,1580.02%
393COGNIZANT TECHNOLOGY SOLUTIONS CORPORATIONCTSH5,052$342,2220.02%
394WAL-MART STORES, INCWMT2,089$334,1190.02%
395VISA INC AV1,442$331,6750.02%
396VANGUARD MID-CAP ETF INDEX FDS9229086291,575$327,9780.02%
397HOME DEPOT INCHD1,075$324,8110.02%
398AMETEK, INCAME2,174$321,2300.02%
399ORACLE CORPORATIONORCL-PD3,030$320,9220.02%
400NUCOR CORPNUE2,048$320,2740.02%
401MC DONALDS CORPMCD1,215$320,0120.02%
402DUKE ENERGY CORPDUKB3,620$319,5010.02%
403FIRST TR EXCH TRD ALPHDX FD33737J8026,550$318,5920.02%
404RIO TINTO PLC ADRRTNTF4,948$314,8910.02%
405VANGUARD MSCI EAFE ETF9219438587,067$308,9880.02%
406GENERAL ELECTRIC CO3696043012,776$306,8870.02%
407AXSOME THERAPEUTICS INCAXSM4,375$305,7690.02%
408VANGUARD VALUE ETF9229087442,165$298,6190.02%
409PAYPAL HOLDINGS INC.PYPL5,105$298,4390.02%
410EMERSON ELECTRIC COEMR3,072$296,7070.02%
411FINANCIAL SELECT SECTOR SPDR FUND81369Y6058,906$295,4130.02%
412NORTHROP GRUMMAN CORPORATIONNOC657$289,2050.02%
413DUPONT DE NEMOURS INCDD3,876$289,1110.02%
414BANK OF AMERICA CORPORATION06050510410,520$288,0450.02%
415UNITEDHEALTH GROUP INCORPORATEDUNH563$283,8590.02%
416PEPSICO INCPEP1,671$283,1350.02%
417VANGUARD DIVIDEND APPRECIATION ETF9219088441,807$280,8160.02%
418FIRST TRUST DJ INTERNET IND33733E3021,758$280,5950.02%
419AT&T INCT-PC18,364$275,8280.02%
420ISHARES BARCLAYS TIPS BOND FUND4642871762,647$274,5460.02%
421FORTINET INCFTNT4,625$271,3950.02%
422WELLS FARGO COMPANY9497461016,624$270,6570.02%
423VANGUARD TELECOMMUNICATION SERVICES ETF92204A8842,555$268,7600.02%
424ISHARES4642874573,308$267,8490.02%
425ISHARES MSCI EMERGING MARKETS INDEX4642872347,020$266,4090.02%
426AT&T INC.T-PC17,476$262,4900.01%
427T. ROWE PRICE GROUP, INCTROW2,495$261,6510.01%
428ISHARES DOW JONES US HEALTHCARE SECTOR INDEX464287762967$261,1580.01%
429MAINSTREET BANCSHARES INCMNSBP12,600$258,8040.01%
430MARATHON PETE CORPMARA1,710$258,7250.01%
431VANGUARD SMALL CAP ETF9229087511,364$257,8910.01%
432INTUIT INCINTU503$257,0030.01%
433GILEAD SCIENCES, INC.GILD3,429$256,9690.01%
434BROADCOM INCAVGO307$254,9890.01%
435SOUTHERN COMPANYSOMN3,918$253,5730.01%
436OTIS WORLDWIDE CORPOTIS3,133$251,6110.01%
437EATON VANCE SR FLTNG RTE TRETN20,500$248,2550.01%
438TECHNOLOGY SELECT SECTOR SPDR81369Y8031,511$247,6990.01%
439CISCO SYSTEMS, INCCSCO4,584$246,4390.01%
440COLGATE PALMOLIVE COCL3,454$245,6140.01%
441COCA-COLA COMPANYKO4,377$245,0060.01%
442CAPRI HOLDINGS LIMITEDCPRI4,653$244,7940.01%
443ELI LILLY AND COMPANYLLY450$241,7090.01%
444CARRIER GLOBAL CORPORATIONCARR4,305$237,6360.01%
445WEC ENERGY GROUP INC.WEC2,945$237,2200.01%
446NORFOLK SOUTHERN CORPORATION6558441081,204$237,2020.01%
447ISHARES EXPONENTIAL TECHNOLOGY ETF46434V3814,537$236,8770.01%
448MARRIOTT VACATIONS WORLDWIDE CORPVAC2,350$236,4810.01%
449FEDERAL RLTY INVT TR NEW3137451012,571$232,9920.01%
450SCHWAB US DIVIDEND EQUITY ETF8085247973,284$232,3860.01%
451EMERSON ELECTRIC COEMR2,357$227,6150.01%
452BLOCK INCBSQKZ5,140$227,4970.01%
453AMERICAN ELECTRIC POWER COMPANY, INC0255371013,022$227,3150.01%
454AIR PRODUCTS & CHEMICALS INCAIIR801$227,0030.01%
455MARTIN MARIETTA MATLS INC573284106553$226,9960.01%
456ISHARES DOW JONES US TECHNOLOGY SECTOR INDEX4642877212,129$223,3760.01%
457PHILIP MORRIS INTERNATIONAL INC7181721092,409$223,0260.01%
458DIGITAL RLTY TR INC2538681031,842$222,9130.01%
459CHEVRON CORPORATIONCVX1,313$221,3660.01%
460PLANET FITNESS INCPLNT4,500$221,3100.01%
461SYSCO CORPSYY3,328$219,8150.01%
462MODERNA INCMRNA2,125$219,4920.01%
463VANGUARD MSCI EAFE ETF9219438584,969$217,2450.01%
464AMERICAN ELECTRIC POWER COMPANY, INC0255371012,878$216,4470.01%
465ALTRIA GROUP INCMO5,001$210,2960.01%
466ELME COMMUNITIESELME15,323$209,0060.01%
467SPDR S&P SEMICONDUCTOR ETF78464A8621,063$208,3590.01%
468ISHARES TR46428822414,205$207,6780.01%
469ISHARES4642886384,245$206,5190.01%
470LISTED FD TR53656F5739,707$205,4880.01%
471DIMENSIONAL ETF TRUST25434V8158,090$204,9900.01%
472PFIZER INCPFE6,166$204,5180.01%
473COMCAST CORPORATION CLASS ACCZ4,558$202,1020.01%
474VANGUARD INT TERM CORP92206C8702,648$201,1950.01%
475SCHLUMBERGER LIMITEDSLB3,330$194,1390.01%
476THOR INDUSTRIES8851601012,039$193,9700.01%
477WALT DISNEY COMPANY2546871062,369$191,9760.01%
478XCEL ENERGY INCXELLL3,354$191,9160.01%
479SPDR SER TR78464A7631,645$189,1920.01%
480ISHARES RUSSELL 2000 GROWTH464287648841$188,5100.01%
481METTLER-TOLEDO INTERNATIONAL INCMTD170$188,3720.01%
482LISTED FD TR53656F8055,507$187,0060.01%
483NOVO-NORDISK A SNONOF2,034$184,9720.01%
484JACOBS SOLUTIONS INCJ1,339$182,7740.01%
485PHILLIPS 66PSX1,518$182,3510.01%
486ENTERPRISE PRODUCTS PARTNERS, LP2937921076,600$180,6420.01%
487STARBUCKS CORPSBUX1,972$179,9760.01%
488TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD8740391002,069$179,7970.01%
489EVERSOURCE ENERGYES3,081$179,1700.01%
490ISHARES S&P SMALLCAP 600 VALUE INDEX4642878792,000$178,4400.01%
491MERCK & CO INCMRK1,726$177,6520.01%
492ALTRIA GROUP INCMO4,222$177,5360.01%
493SCHWAB INTL EQUITY ETF8085248055,218$177,2030.01%
494SPDR SER TR78464A8543,519$176,8650.01%
495VANGUARD WHITEHALL FDS9219464061,711$176,8120.01%
496THE TRAVELERS COMPANIES, INC.TRV1,078$176,0930.01%
497THE HERSHEY COMPANYHSY878$175,6700.01%
498SPDR SER TR78464A8473,976$174,1100.01%
499ACTIVISION BLIZZARD, INC.00507V1091,835$171,8110.01%
500DUKE ENERGY CORPDUKB1,945$171,6660.01%