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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

PRIVATE TRUST CO NA

Quarter ended Q2 2025 · Filed July 29, 2025 · Accession 0001277557-25-000003

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

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Microsoft Corp.MSFT75,203$37.4M4.07%
2Apple Inc.AAPL142,338$29.2M3.18%
3Nvidia CorpNVDA147,345$23.3M2.53%
4SPDR S&P 500 ETFSPY32,905$20.3M2.21%
5Amazon.ComAMZN79,509$17.4M1.90%
6Broadcom IncAVGO48,479$13.4M1.45%
7IShares S&P 500 Index Fd46428720020,443$12.7M1.38%
8J P Morgan Chase & CO.VYLD42,171$12.2M1.33%
9ALPHABET INC CLASS AGOOG68,617$12.1M1.32%
10Invesco QQQ TrustIVZ20,056$11.1M1.20%
11Vanguard Index Funds S&P 500 ETF92290836317,318$9.8M1.07%
12Vanguard Total Stock Market ETF92290876931,540$9.6M1.04%
13Eli Lilly & CO.LLY11,979$9.3M1.02%
14SPDR S&P 500 Growth ETF78464A40990,313$8.6M0.94%
153041 University Ave LCCLL00000311$7.9M0.86%
16Meta Platforms Inc Cl AMETA10,425$7.7M0.84%
17Procter & Gamble CO.74271810944,924$7.2M0.78%
18AbbVie, Inc.ABBV37,765$7.0M0.76%
19ALPHABET INC CLASS CGOOG39,471$7.0M0.76%
20Berkshire Hathaway Inc DE Cl B NewBRK-A13,781$6.7M0.73%
21Home Depot Inc.HD17,815$6.5M0.71%
22IShares Core MSCI EAFE46432F84277,259$6.4M0.70%
23Johnson & JohnsonJNJ40,571$6.2M0.67%
24Oracle Corp.ORCL-PD28,336$6.2M0.67%
25Exxon Mobil CorpXOM55,533$6.0M0.65%
26Mastercard Inc Cl AMA9,916$5.6M0.61%
27Costco Wholesale Corp New22160K1055,611$5.6M0.60%
28Vanguard FTSE Developed Mkts ETF92194385890,911$5.2M0.56%
29Wal-Mart Stores Inc.WMT52,433$5.1M0.56%
30Raytheon Technology CorpRTX34,974$5.1M0.56%
31IShares Tr S&P Smallcap 600 Index46428780446,652$5.1M0.55%
32McDonald's Corp.MCD17,387$5.1M0.55%
33International Business Machines Corp.INTR17,137$5.1M0.55%
34IShares Tr S&P Midcap 400 Index Fund46428750780,388$5.0M0.54%
35Visa Inc Class AV13,842$4.9M0.53%
36Chevron CorporationCVX34,213$4.9M0.53%
37Phillip Morris International71817210926,707$4.9M0.53%
38SPDR S&P 500 Value ETF78464A50889,397$4.7M0.51%
39IShares Tr Russell 1000 Growth Index Fd46428761411,012$4.7M0.51%
40IShares Russell 2000 Index46428765521,174$4.6M0.50%
41Watkins Associated Industries, Inc.CH000000320,550$4.2M0.46%
42ISHARES MSCI USA QUAL FACTOR ETF46432F33922,350$4.1M0.44%
43Dimensional ETF Tr- Dimsnl US Core Equity 225434V708111,159$4.0M0.43%
44Union Pacific Corp.UNP16,845$3.9M0.42%
45Netflix Inc.NFLX2,886$3.9M0.42%
46Cisco Systems Inc.CSCO54,326$3.8M0.41%
47IShares S&P 1500 Index46428715027,628$3.7M0.41%
48Cintas Corp.CTAS16,646$3.7M0.40%
49SPDR Portfolio Developed World ex-US ETF78463X88990,502$3.7M0.40%
50SPDR Barclays Intermediate Term Trs ETF78464A672125,664$3.6M0.39%
51Invesco Exchange W&P 500 QualityIVZ50,527$3.6M0.39%
52IShares Barclay U.S. Treasury46429B267156,526$3.6M0.39%
53Bank of America Corporation06050510475,494$3.6M0.39%
54Marsh & McLennan Cos. Inc.57174810216,187$3.5M0.39%
55Merck & Co Inc NewMRK44,377$3.5M0.38%
56SPDR Barclays 1-3 Month T Bill New78468R66338,043$3.5M0.38%
57Eaton Corporation PLCETN9,561$3.4M0.37%
58Verizon CommunicationsVZ77,478$3.4M0.36%
59IShares S&P 500 Growth Index Fund46428730930,252$3.3M0.36%
60Pepsico Inc.PEP24,690$3.3M0.35%
61IShares Tr Barclays MBS Bond Fd46428858834,295$3.2M0.35%
62IShares Core MSCI Emerging Mkts ETF46434G10353,635$3.2M0.35%
63IShares Core Total Bond Mkt46428722632,257$3.2M0.35%
64SPDR Barclays Interm Term Corp Bd ETF78464A37594,861$3.2M0.35%
65Abbott LaboratoriesABLZF23,357$3.2M0.35%
66Vanguard Value ETF92290874417,774$3.1M0.34%
67Sherwin-Williams CO.SHW9,051$3.1M0.34%
68Goldman Sachs Group Inc.GSCE4,385$3.1M0.34%
69Stryker Corp.SYK7,732$3.1M0.33%
70Honeywell International Inc.43851610613,025$3.0M0.33%
71Uber Technologies, Inc.UBER32,404$3.0M0.33%
72Nextera Energy Inc.NEE-PW42,739$3.0M0.32%
73Qualcomm Inc.QCOM18,599$3.0M0.32%
74iShares Core S&P US Growth ETF46428767119,218$2.9M0.31%
75CrowdStrike Holdings, Inc.CRWD5,668$2.9M0.31%
76SPDR Gold SharesGLD9,451$2.9M0.31%
77SPDR Russell 2000 ETF78468R85366,685$2.8M0.31%
78Vanguard Index Fd Growth ETF9229087366,465$2.8M0.31%
79IShares Russell Mid Cap46428749930,354$2.8M0.30%
80Automatic Data Processing Inc.ADP9,029$2.8M0.30%
81Amgen Inc.AMGN9,915$2.8M0.30%
82Tesla Motors, Inc.TSLA8,522$2.7M0.29%
83Invesco S&P 500 Weight ETFIVZ14,840$2.7M0.29%
84Salesforce.com IncCRM9,445$2.6M0.28%
85SPDR Russell 1000 ETF78464A85435,355$2.6M0.28%
86Select Sector SPDR Tr Technology81369Y8039,946$2.5M0.27%
87CME Group Inc Class ACME9,117$2.5M0.27%
88Vanguard FTSE Emerging Markets ETF92204285850,450$2.5M0.27%
89Palantir Technologies Inc. Cl APLTR18,224$2.5M0.27%
90JPMorgan Ultra-Short Municipal Income ETF46641Q65448,763$2.5M0.27%
91Northrop Grumman Corp.NOC4,932$2.5M0.27%
92Coca-Cola CO.KO34,569$2.4M0.27%
93Progressive Corp.7433151039,159$2.4M0.27%
94Altria Group Inc. Com.MO41,113$2.4M0.26%
95The Blackstone Group LPBX16,072$2.4M0.26%
96IShares Tr Europe and Far East Index Fd46428746526,320$2.4M0.26%
97Caterpillar Inc.CAT6,059$2.4M0.26%
98Southern CO.SOMN25,551$2.3M0.26%
99Ishares Russell Midcap Growth Index46428748116,902$2.3M0.26%
100First Trust Rising Dividend Achievers ETF33738R50636,758$2.3M0.25%
101PGIM Ultra Short Bond ETF69344A10745,880$2.3M0.25%
102iShares Core Total USD Bond Market ETF46434V61348,237$2.2M0.24%
103Vanguard Specialized Portfolios Dividend ETF92190884410,878$2.2M0.24%
104Vanguard Mid-Cap ETF9229086297,823$2.2M0.24%
105iShares Russell 3000 Value Index46428766323,106$2.2M0.24%
106Wells Fargo & CO.94974610127,284$2.2M0.24%
107Lockheed Martin Corp.LMT4,501$2.1M0.23%
108TJX Companies Inc.87254010916,803$2.1M0.23%
109American ExpressAXP6,437$2.1M0.22%
110S&P Global IncSPGI3,877$2.0M0.22%
111Vanguard Whitehall Funds High Dividend Yield92194640615,279$2.0M0.22%
112Invesco NASDAQ 100 ETFIVZ8,895$2.0M0.22%
113Utilities Select Sector SPDR81369Y88624,525$2.0M0.22%
114PNC Financial Services Group69347510510,715$2.0M0.22%
115Thermo Fisher Scientific, Inc.TMO4,894$2.0M0.22%
116IShares Tr Russell 1000 Value Index Fd46428759810,198$2.0M0.22%
117SPDR S&P MIDCAP 400 ETF Tr Unit Ser 1 StdMDY3,466$2.0M0.21%
118AT&T Inc.T-PC67,819$2.0M0.21%
119First Trust Enhanced Short Maturity ETF33739Q40832,655$2.0M0.21%
120Select Sector SPDR Tr Finl81369Y60537,311$2.0M0.21%
121Waste Management Inc.94106L1098,518$1.9M0.21%
122First Tr Exchng Traded Fd VIII CBOE Vest US E33740F75560,876$1.9M0.21%
123Ishares Trust Ishares S&P National Municipal46428841418,171$1.9M0.21%
124First Tr Value Line Dividend Index Fd33734H10642,356$1.9M0.21%
125UnitedHealth Group IncUNH5,998$1.9M0.20%
126Schwab U.S. Dividend Equity ETF80852479770,471$1.9M0.20%
127Duke Energy CorpDUKB15,810$1.9M0.20%
128Ecolab Inc.ECL6,772$1.8M0.20%
129Vanguard Total Intl Stock Index ETF92190976826,309$1.8M0.20%
130Palo Alto Networks, Inc.PANW8,822$1.8M0.20%
131Chipotle Mexican Grill Inc Class ACMG32,026$1.8M0.20%
132Invesco Ultra Short Duration ETFIVZ35,847$1.8M0.20%
133T-Moble US IncTMUSZ7,530$1.8M0.20%
134Constellation Brands Inc. Class ASTZ10,926$1.8M0.19%
135Blackrock Finance IncBLK1,679$1.8M0.19%
136PIMCO Intermediate Muni Bd Trade Fd ETF72201R86634,172$1.8M0.19%
137United Rentals Inc.URI2,327$1.8M0.19%
138Powell Industries, Inc.7391281068,279$1.7M0.19%
139Pacer US Cash Cows 100 ETF69374H88131,156$1.7M0.19%
140Invesco S&P 500 High Div, Low Vol. PortIVZ35,496$1.7M0.18%
141MFC Ishare TR Dow Jones US Technology4642877219,497$1.6M0.18%
142Communication Services Sel Sect SPDR ETF81369Y85215,118$1.6M0.18%
143IShares Tr MSCI USA Min Volatility Index46429B69717,427$1.6M0.18%
144IShares Tr S&P 500 Value Index Fund4642874088,341$1.6M0.18%
145Pfizer, Inc.PFE66,570$1.6M0.18%
146Walt Disney Company25468710612,950$1.6M0.17%
147ALPS ETF TR ALERIAN MLP00162Q45232,817$1.6M0.17%
148Texas Instruments Inc8825081047,518$1.6M0.17%
149SPDR Mortgage Backed Bond ETF78464A38370,148$1.6M0.17%
150iShares Russell Top 200 Growth ETF4642894386,238$1.5M0.17%
151Booking Holdings IndBKNG265$1.5M0.17%
152Vanguard Bond Index Fund Inc Total Bond92193783520,665$1.5M0.17%
153Flextronics International Ltd.FLEX30,414$1.5M0.17%
154Novo-Nordisk a/s ADRNONOF21,948$1.5M0.16%
155Otis Worldwide CorporationOTIS15,226$1.5M0.16%
156First Trust PFD Secs & Income ETF33739E10884,087$1.5M0.16%
157Ishares Tr Barclays Short Tre46428867913,404$1.5M0.16%
158Accenture PLCACN4,875$1.5M0.16%
159Deere & CO.DE2,862$1.5M0.16%
160Chubb LTDCB4,990$1.4M0.16%
161Blackrock Etf T/u S Equity Factor RBLK26,526$1.4M0.16%
162Schwab Strategi/us Broad Mkt Etf80852410260,584$1.4M0.16%
163Lowe's Cos.5486611076,454$1.4M0.16%
164PIMCO Floating Rate Strategy Fund72201J104192,830$1.4M0.16%
165Bristol-Myers Squibb CO.CELG-RI30,690$1.4M0.15%
166WisdomTree US Quality Dividend Gr ETFWT16,748$1.4M0.15%
167Applied Materials Inc.0382221057,655$1.4M0.15%
1683M CompanyMMM9,136$1.4M0.15%
169Invesco S&P 500 Top 50 ETFIVZ26,276$1.4M0.15%
170Travelers COS IncTRV5,108$1.4M0.15%
171Emerson Electric CompanyEMR10,123$1.3M0.15%
172VanEck Vectors Semiconductor ETF92189F6764,808$1.3M0.15%
173PIMCO Dynamic Income Fd72201Y10170,320$1.3M0.15%
174Pacer Trendpilot 750 ETF69374H10525,821$1.3M0.14%
175Vanguard MSCI European ETF92204287416,901$1.3M0.14%
176Ishares Gold Tr Ishares NewIAU20,999$1.3M0.14%
177BlackRock Credit Allocation Income TrustBLK119,849$1.3M0.14%
178Blackrock Etf T/flexible In EtfBLK24,556$1.3M0.14%
179McKesson Corp.MCK1,767$1.3M0.14%
180JPMorgan Ultra-Short Income ETF46641Q83725,296$1.3M0.14%
181Avantis International Equity ETF02507270317,099$1.3M0.14%
182General Electric CO. New3696043014,905$1.3M0.14%
183Zoetis Inc Com Cl AZTS8,092$1.3M0.14%
184MFC Wisdomtree TrustWT15,300$1.3M0.14%
185Cap Grp Gr Etf/shs Creation Ut14020G10130,860$1.3M0.14%
186IShares Trust MSCI EAFE Value46428887719,711$1.3M0.14%
187SPDR -Health Care81369Y2099,143$1.2M0.13%
188Tradeweb Mkts Inc Cl A8926721068,388$1.2M0.13%
189Parker-Hannifin Corp.PH1,756$1.2M0.13%
190First Trust Exchange-traded Fund Vi33741X10234,742$1.2M0.13%
191Cap Grp Div Val/shs Creation Ut14020W10630,935$1.2M0.13%
192Cincinnati Financial Corp.1720621018,140$1.2M0.13%
193Norfolk Southern6558441084,697$1.2M0.13%
194Allstate Corp.ALL-PJ5,943$1.2M0.13%
195AON PLC SHS CL AAON3,335$1.2M0.13%
196Capital Group Fixed Income Etf Trust14020Y30042,543$1.2M0.13%
197American Tower Corp03027X1005,289$1.2M0.13%
198Republic Svcs Inc7607591004,729$1.2M0.13%
199Vanguard Small-Cap ETF9229087514,911$1.2M0.13%
200Citigroup Inc NewC-PR13,662$1.2M0.13%
201General Dynamics Corp.GD3,976$1.2M0.13%
202IShares Russell Midcap Value Index4642874738,731$1.2M0.13%
203Ishares Tr/ishares 0-3 Mnth Treas B46436E71811,434$1.2M0.13%
204Casey's General Stores Inc.1475281032,248$1.1M0.12%
205Nebius Group N.V.NBIS20,542$1.1M0.12%
206Starbucks corpSBUX12,396$1.1M0.12%
207Morgan StanleyMS-PQ7,985$1.1M0.12%
208Blackrock Core Bond TrustBLK114,919$1.1M0.12%
209iShares Core Dividend Growth46434V62117,463$1.1M0.12%
210IShares Dow Jones Select Dividend Index4642871688,369$1.1M0.12%
211First Trust Morningstar Dividend Leaders Ind33691710926,439$1.1M0.12%
212Linde Plc.LIN2,346$1.1M0.12%
213Adobe Systems Inc.ADBE2,833$1.1M0.12%
214Select Sector SPDR Tr Energy81369Y50612,892$1.1M0.12%
215PIMCO Enchnaced Short Maturity Strgy72201R83310,873$1.1M0.12%
216iShares 0-5 Year TIPS Bond ETF46429B74710,593$1.1M0.12%
217Vanguard Intermed Corp Bond Fund ETF92206C87013,131$1.1M0.12%
218First Trust Capital Strength ETF33733E10411,918$1.1M0.12%
219Avery Dennison Corp.AVY6,169$1.1M0.12%
220iShares Trust S & P Pfd Stock Index46428868735,236$1.1M0.12%
221SPDR Russell 3000 ETF78464A80514,314$1.1M0.12%
222Vanguard S&P 500 Growth ETF9219325052,702$1.1M0.12%
223SPDR Dow Jones Indl Average ETF Tr Unit Ser78467X1092,426$1.1M0.12%
224Oneok Inc.OKE13,087$1.1M0.12%
225Kinder Morgan, Inc.EP-PC36,095$1.1M0.12%
226SPDR Russell Small Cap Completeness ETF78464A84719,410$1.1M0.11%
227American Electric Power CO., Inc.02553710110,170$1.1M0.11%
228Rockwell Automation Inc.ROK3,176$1.1M0.11%
229Constellation Energy CorporationCEG3,245$1.0M0.11%
230Amplify CWP Enhanced Dividend Income ETF03210840924,389$1.0M0.11%
231SPDR Nuveen S&P High Yield Muni Bd ETF78464A28441,506$1.0M0.11%
232Dimensional Etf/intl Core Etf25434V20329,488$1.0M0.11%
233Vanguard Scotts/vanguard Russell 1092206C6809,312$1.0M0.11%
234iShares MSCI USA ESG Optimized ETF46435G4257,416$1.0M0.11%
235Mondelez International Inc.60920710514,868$1.0M0.11%
236Vanguard Scottsdale Russell 1000 Value ETF92206C71411,684$995,5940.11%
237U. S. Bancorp NewUSB-PS21,838$988,1570.11%
238Kla-Tencor Corp.KLAC1,101$986,2100.11%
239Williams Company Inc.96945710015,574$978,2030.11%
240D. R. Horton Inc.23331A1097,509$968,0600.11%
241SPDR Portfolio Short Term Treasury ETF78468R10133,001$966,5990.11%
242iShares MSCI USA Momentum Factor ETF46432F3964,000$961,2800.10%
243Intuitive Surgical Inc.ISRG1,760$956,4020.10%
244IShares EAFE Growth Index Fd4642888858,483$950,1510.10%
245Capital Group Intl Focus Equity Etf14019W10934,949$948,1660.10%
246Boeing CO.BA-PA4,474$937,4370.10%
247The Hershey CompanyHSY5,641$936,1100.10%
248Ishares Trust Barclays 10-20 Year4642886539,181$932,7530.10%
249First Trust Low Duration Oppos ETF33739Q20018,477$910,1770.10%
250Avantis U.S. Equity ETF0250728859,019$909,2960.10%
251WisdomTree Floating Rate Treasury Fund NewWT17,989$905,0370.10%
252Rbb Fd Inc/us Treas 3 Month B Etf74933W45218,016$900,7100.10%
253Stanley Black & Decker Inc.SWK13,289$900,3300.10%
254CSX Corp.CSX27,454$895,8270.10%
255First Trust Exchange-traded Fund Vi33738R40745,779$895,4390.10%
256Vanguard Tax-Exempt Bond ETF92290774618,260$895,2880.10%
257Comcast Corp New CL ACCZ25,063$894,4940.10%
258IShares Tr S&P MidCap 400 Growth Index Fund4642876069,809$892,4230.10%
259J.p. Morgan Exchange-traded Fund Trust46641Q76114,850$891,7560.10%
260Illinois Tool Works Inc.4523081093,530$872,7930.09%
261Shopify Inc.SHOP7,543$870,0850.09%
262J.p. Morgan Exchange-traded Fund Trust46641Q3997,728$864,9180.09%
263Advanced Micro Devices Inc ComAMD6,067$860,9070.09%
264Select Sector SPDR TR INDL81369Y7045,812$857,4140.09%
265Vanguard Bond ETF92206C40910,706$851,1270.09%
266ConocoPhillipsCOP9,445$847,6050.09%
267SPDR Index Shares Fds S&P Emerging Market ETF78463X50919,802$846,3160.09%
268IShares Tr Large Growth Index4642871198,688$841,8670.09%
269ServiceNow, Inc.NOW817$839,4570.09%
270AFLAC Inc.AFL7,942$837,5500.09%
271Vanguard Bond Index Fund Inc Intermediate92193781910,824$837,1280.09%
272Vanguard Mega Cap 300 Index ETF9219108733,694$830,7790.09%
273J.p. Morgan Exchange-traded Fund Trust46641Q16712,663$829,4270.09%
274SPDR Portfolio Aggregate Bond ETF78464A64932,174$823,6510.09%
275IShares Russell 3000 Index Fund4642876892,337$820,1630.09%
276CVS/ Caremark Corp.CVS11,832$816,1710.09%
277Ab Active Etfs /ultra Short In Etf00039J10316,075$814,3600.09%
278iShares Floating Rate Note46429B65515,938$813,1690.09%
279IShares Tr. Goldman Sachs Corp Bond Fund4642872427,401$811,2240.09%
280Carrier Global CorporationCARR11,074$810,5030.09%
281Medtronic PLCMDT9,277$808,7070.09%
282Analog Devices Inc.ADI3,394$807,9370.09%
283Vanguard Short-Term Infl-Prot Secs ETF92202080515,883$798,4380.09%
284Janus Detroit Street Henderson AAA CLO ETF47103U84515,699$796,7090.09%
285Arista Networks/sh NewANET7,784$796,3810.09%
286Truist Financial Corp89832Q10918,484$794,6380.09%
287Huntington Ingalls Inds Inc4464131063,280$791,9890.09%
288IShares High Dividend Equity46429B6636,759$791,9520.09%
289Lam Research Corp.LRCX8,118$790,2060.09%
290Phillips 66PSX6,588$785,9480.09%
291Vertiv Holdings CO.VRT6,099$783,1730.09%
292Cap Grp Core Eq/shs Creation Ut14020V10821,081$778,5210.08%
293Target Corp.TGT7,859$775,2430.08%
294J.p. Morgan Exchange-traded Fund Trust46641Q64715,579$773,3550.08%
295J.p. Morgan Exchange-traded Fund Trust46654Q20314,205$772,7520.08%
296Real Estate Select Sector ETF81369Y86018,597$770,2880.08%
297Royal Dutch Shell PLC Spon ADRRYDAF10,933$769,7580.08%
298SPDR S&P 600 Small Cap Growth ETF78464A2018,588$762,1600.08%
299Kimberly Clark Corp.KMB5,910$761,9210.08%
300Public Storage IncPSA-PS2,596$761,5720.08%
301Micron Technology, Inc.MU6,065$747,4620.08%
302I Shares S&P North Amer Tech Software4642875156,813$746,0240.08%
303CBOE Vest S&P 500 Div Aristocrats Inc ETF33739Q70515,060$739,4460.08%
304Nike Inc Cl BNKE10,332$733,9880.08%
305VanEck Vectors AMT-Free Short Muni Index ETF92189F52842,009$725,0750.08%
306Church & Dwight CO., Inc.CHD7,538$724,4770.08%
307Vanguard Index Tr REIT Viper Shs9229085538,109$722,1820.08%
308MFC Ishare High Yield Corp4642885138,904$718,1080.08%
309Ge Vernova Inc/shGEV1,350$714,3530.08%
310SPDR Portfolio MSCI Global Stock Market ETF78463X47510,348$714,0120.08%
311Novartis AG ADRNVSEF5,891$712,9100.08%
312Robinhood Markets Inc Cl A7707001027,543$706,2510.08%
313Bank New York Mellon Corp0640581007,690$700,6360.08%
314Colgate-Palmolive CO.CL7,695$699,4900.08%
315Air Products and Chemicals, Inc.AIIR2,464$694,9960.08%
316Arthur J. Gallagher & CO.3635761092,141$685,4030.07%
317IShares Tr Russell 2000 Value Index Fd4642876304,319$681,2870.07%
318Invesco S&P 500 Equal Weight Tech ETFIVZ16,632$678,2530.07%
319Becton, Dickinson & CO.BDX3,927$676,3940.07%
320VanEck Vectors Morningstar Wide Moat ETF92189F6437,196$674,9330.07%
321Blackrock Institutional Trust Company N.a.4642886126,309$673,7380.07%
322Vanguard Intl Hi Div Yld Inx ETF9219467948,389$672,0430.07%
323MFC Vanguard Intl Equity Index FTSE All World9220427184,986$670,1220.07%
324iShares Intl Dividend Growth46435G5248,491$669,8550.07%
325Vanguard Mega Cap Growth ETF9219108161,827$668,9170.07%
326JP Morgan Exchange - Traded FD Betabuilders46641Q2258,269$667,3080.07%
327Cigna Corp1255231002,018$667,1100.07%
328SPDR SSGA Active Total Return78467V84816,621$666,6680.07%
329Intuit IncINTU845$665,5060.07%
330SPDR S&P Dividend ETF78464A7634,866$660,4200.07%
331Intel Corp.INTC29,364$657,7600.07%
332Ishares Treasury Floating Rate New ETF46434V86012,964$656,6270.07%
333Capital One Financial14040H1053,073$653,8110.07%
334SPDR Barclays Capital Long Term Treasury78464A66424,577$653,2570.07%
335Paypal Holdings, Inc.PYPL8,771$651,8240.07%
336iShares ESG MSCI EAFE ETF46435G5167,280$649,5220.07%
337BlackRock Municipal Target TermBLK29,667$649,4130.07%
338Enterprise Products Partners LP29379210720,773$644,1750.07%
339Cummins IncCMI1,962$642,5550.07%
340Invesco S&P 500 Weight ETFIVZ11,984$641,5040.07%
341Corning Inc.GLW12,182$640,6510.07%
342Global X U.S. Infrastructure Development ETF37954Y67314,683$639,8980.07%
343Dimensional Etf/emerging Mkts Core25434V30222,093$639,5820.07%
344Paychex Inc.PAYX4,369$635,5180.07%
345Ark ETF Tr Fintech Innova00214Q70812,640$635,0340.07%
346PPG Industries, Inc.6935061075,561$632,5640.07%
347United Parcel ServiceUPS6,258$631,7290.07%
348Taiwan Semiconductor Mfg Co LTD ADR8740391002,788$631,4540.07%
349IShares Tr Barclay 1-3 Years4642874577,604$630,0670.07%
350Vanguard Pacific ETF9220428667,655$629,0880.07%
351Vistra Energy CorpVST3,245$628,9130.07%
352Elevance Health, IncELV1,614$627,7400.07%
353Danaher Corp.2358511023,161$624,3250.07%
354Kinsale Capital Group Inc49714P1081,281$619,8760.07%
355General Mills Inc.37033410411,875$615,2600.07%
356SPDR Series Tr DJ Wilshire Small Cap Val ETF78464A3007,689$613,2910.07%
357MetLife Inc.MET-PF7,616$612,4790.07%
358Mercadolibre, Inc.MELI234$611,5890.07%
359IShares S&P Global Infrastructure Index ETF46428837210,324$611,1810.07%
360Ameriprise Financial, Inc.03076C1061,137$606,9630.07%
361WEC Energy Group IncWEC5,820$606,4440.07%
362Invesco Dynamic Large Cap Growth ETFIVZ5,145$604,2670.07%
363IShares S&P MidCap 400 Value Index4642877054,889$604,1830.07%
364Realty Income CorporationO10,464$602,8230.07%
365Ansys Inc03662Q1051,708$599,8840.07%
366Concera IncCOR1,996$598,6410.07%
367First Trust Exchange-traded Fund Iv33738D87924,036$593,9300.06%
368Unilever PLC ADRUNLYF9,687$592,5230.06%
369Ares Capital CorporationARCC26,655$585,3520.06%
370Prudential FinancialPUKPF5,415$581,8020.06%
371MFC Ishares TR Dow Jones Aerospace4642887603,076$580,3370.06%
372Vaneck Vectors AMT-Free Interim Muni ETF92189H20112,715$578,1510.06%
373J.p. Morgan Exchange-traded Fund Trust46654Q71610,702$573,5200.06%
374J.p. Morgan Exchange-traded Fund Trust46654Q6096,635$571,0740.06%
375SPDR MSCI USA StrategicFactors ETF78468R8123,496$570,1630.06%
376Global X US Preferred ETF37954Y65729,932$563,6200.06%
377DBX ETF Tr - Xtrackers S&P 500 ESG ETF23305114310,189$563,4300.06%
378Vanguard Small Cap Value Fund9229086112,864$558,4260.06%
379Digital Realty Trust Inc2538681033,178$554,0210.06%
380Rbb Fd Inc/us Treas 6 Month B Etf74933W46010,997$551,5000.06%
381Applovin Corp Com Cl AAPP1,575$551,2010.06%
382Autozone Inc.AZO148$549,4100.06%
383Invesco Exch Trd Slf Idx Fd Tr Bulshs 2026 CbIVZ28,121$548,9220.06%
384CBOE Holdings Inc12503M1082,315$539,8810.06%
385Vanguard Index Funds9229086522,793$538,2390.06%
386Schwab U.S. Large-Cap Growth ETF80852430018,355$536,1370.06%
387MFC Ishares Tr Barclays 3-7 Yr Treas Bd Fd4642886614,466$531,8560.06%
388Simon Property Group Inc8288061093,281$527,4540.06%
389Dimensional Etf/us Marketwide Value25434V72412,356$522,3970.06%
390First Trust TCWOpportunistic Fxd Inc ETF33740F80511,898$522,2030.06%
391T. Rowe Price Exchangetraded Funds Inc87283Q86714,661$517,2400.06%
392O'Reilly Automotive, Inc New67103H1075,731$516,4900.06%
393Vanguard Bond Index Fund Inc Short Term9219378276,553$515,7210.06%
394iShares Core MSCI Total Intl Stk46432F8346,657$514,6530.06%
395iShares ESG MSCI EM ETF46434G86313,079$512,3040.06%
396Amern Centy Etf/avantis U S Large C0250723497,432$506,9650.06%
397NASDAQ OMX Group, Inc.NDAQ5,656$505,7600.06%
398MFC Vanguard Information Tech ETF92204A702757$502,3750.05%
399Marriott International Inc. Class A5719032021,836$501,6180.05%
400IntercontinentalExchange, Inc.45866F1042,713$497,7540.05%
401PIMCO 25 plus Yr Zero Cpn U S Treas Index ETF72201R8827,402$496,4310.05%
402Schwab Strategic Tr Intl Equity ETF80852480522,457$496,3000.05%
403Brown Forman Corp Cl ABF-B18,000$494,4600.05%
404Enbridge Inc.ENNPF10,877$492,9460.05%
405Invesco DWA Momentum ETFIVZ4,522$491,0440.05%
406SPDR Barclays Capital Short Term Corp Bd78464A47416,210$489,3800.05%
407ALIBABA GROUP HOLDINGBBAAY4,295$487,0960.05%
408First Trust Senior Loan33738D30910,548$484,0480.05%
409Select Sector SPDR TR CNSMR81369Y4072,224$483,3420.05%
410Vanguard Utilities ETF92204A8762,734$482,5780.05%
411J.p. Morgan Exchange-traded Fund Trust46654Q7247,684$480,8890.05%
412Vanguard Total World Stock Index ETF9220427423,726$478,8660.05%
413IShares Tr S&P 100 Index Fd4642871011,573$478,7430.05%
414Goldman Sachs TreasuryAccess 0-1 Yr ETFNVGLF4,778$478,5170.05%
415Sysco Corp.SYY6,316$478,3490.05%
416AeroVironment, Inc.AVAV1,676$477,5760.05%
417IShares Intermediate Credit4642886388,961$477,5440.05%
418First Trust High Yield Long/Short ETF33738D40811,335$473,9160.05%
419MFC Ishare TR Dow Jones US Medical4642888107,562$473,6910.05%
420Zebra Technologies Corp Cl AZBRA1,535$473,1780.05%
421KellanovaBEKE5,949$473,1240.05%
422Marathon Petroleum Corp.MARA2,844$472,4170.05%
423Charles Schwab Corp.SCHW-PJ5,163$471,0880.05%
424Dimensional Etf/us Core Etf25434V10411,078$469,2470.05%
425Vanguard Index Funds Mid Cap Growth Index9229085381,650$469,2440.05%
426First Trust Managed Muni ETF33739N1089,398$468,2080.05%
427Ishares 0-5 Year HY Corp46434V40710,799$465,8690.05%
428WR Berkley Corp.WRB-PH6,242$458,6000.05%
429Mettler-Toledo International IncMTD390$458,1410.05%
430First Trust Exchange-traded Fund Viii33740U72918,330$456,9670.05%
431American Century U.S. Quality Growth ETF0250723074,170$455,0300.05%
432Sabine Royalty Trust7856881026,800$453,4240.05%
433WisdomTree Emerging Markets Equity Inc.WT9,990$452,4490.05%
434Transdigm Group IncTDG297$451,6300.05%
435Fiserv Inc.FISV2,608$449,5590.05%
436Schwab U.S. Mid-Cap ETF80852450815,976$448,1270.05%
437Vanguard Large Cap9229086371,570$447,9210.05%
438Invesco Pfd ETFIVZ40,059$445,8570.05%
439Valero Energy CorpVLO3,316$445,7470.05%
440Vanguard Long Term Corp Bond Idx92206C8135,869$445,4570.05%
441IShares Tr S&P SmallCap 600 Growth Index Fund4642878873,347$445,2850.05%
442iShares 0-5 Year Invmt Grade Corp Bd ETF46434V1008,787$444,5340.05%
443Vanguard Index Funds Mid Cap Value Index9229085122,696$443,3840.05%
444SAP AG ADRSAPGF1,455$442,4660.05%
445NRG Energy Inc.NRG2,742$440,3100.05%
446Franklin Liberty Intermediate Muni Oppty ETFFGDL18,142$440,1250.05%
447Victory Portfol/victoryshares Free92647X83012,442$439,8250.05%
448IShares Tr Russell 1000 Index Fund4642876221,295$439,7430.05%
449Vertex Pharmaceuticals Inc.VRTX986$438,7450.05%
450SPDR S&P 500 High Dividend ETF78468R78810,330$438,4050.05%
451Ishares Trust Lehman Agency Bond Fund4642881663,993$438,0320.05%
452Dimensional Etf/u S Equity Etf25434V4016,514$436,5680.05%
453Vanguard Extended Duration Treasury ETF9219107096,450$434,0850.05%
454Pacer Trendpilot 100 ETF69374H3036,075$433,5730.05%
455Invesco Exchange S & P 500 LowIVZ5,946$433,0200.05%
456Franklin Templeton Etf TrustFGDL15,941$431,2040.05%
457Entergy Corp NewENO5,174$430,0630.05%
458First Trust Exchange Traded Fund II Dow Jones33734X20015,525$427,5590.05%
459Fid Covington T/enhanced Small Cap31609A20613,309$425,7550.05%
460Invesco S&P 500 Momentum ETFIVZ3,719$418,2760.05%
461ProLogis Inc.PLDGP3,959$416,1700.05%
462First Trust Large Cap Growth Opportunity33735K1082,746$414,5640.05%
463MLP Energy Transfer Equity LP Com UnitET-PI22,782$413,0380.04%
464Genuine PartsGPC3,380$410,0280.04%
465J.p. Morgan Exchange-traded Fund Trust46641Q1345,788$409,6170.04%
466Capital Group Companies Inc14021L10912,129$407,8980.04%
467SPDR Wells Fargo Preferred Stk. ETF78464A29212,701$403,3840.04%
468Electronics Arts Cl AEA2,525$403,2430.04%
469Avantis U.S. Small Cap Value Fund ETF0250728774,416$402,2630.04%
470Boston Scientific CorpBSX3,718$399,3500.04%
471Goldman Sachs E/nasdaq-100 Core PreNVGLF7,983$397,6330.04%
472Sprouts Farmers Market, Inc.85208M1022,412$397,1120.04%
473Invesco Exchang/russell Midcap PureIVZ3,087$397,0810.04%
474Diensional ETF Tr Dimnsl US Target Value ETF25434V6097,333$395,6890.04%
475Capital Group Global Growth Equity Etf14020X10412,343$394,6060.04%
476Etf Opportuniti/applied Fin Valuati26923N40510,049$393,4180.04%
477Microchip Technology Inc.MCHPP5,563$391,4680.04%
478Cardinal Health Inc.CAH2,323$390,2640.04%
479IShares Tr Russell 2000 Growth Index Fd4642876481,362$389,3410.04%
480IShares Tr Barclay 7-10 Year Treas Index Fd4642874404,058$388,6510.04%
481Capital Group Fixed Income Etf Trust14020Y20114,496$386,8980.04%
482J.p. Morgan Exchange-traded Fund Trust46654Q7405,997$385,8470.04%
483WisdomTree Trust Midcap Div FdWT7,687$385,2720.04%
484Lincoln Electric Holdings Inc.5339001061,855$384,5790.04%
485Pimco Etf Tr/Multisector Bd Active72201R58514,477$384,2200.04%
486Williams Sonoma Inc.WSM2,343$382,7760.04%
487FedEx Corp.FDX1,677$381,0980.04%
488Invesco FTSE RAFI U S 1000 ETFIVZ9,001$380,4720.04%
489iShares Core International Aggt Bd ETF46435G6727,447$380,4670.04%
490Global X S&P 500 Covered Call ETF37954Y4759,769$380,4050.04%
491Invesco Optimum Yld Diversified ETFIVZ29,149$380,1030.04%
492PPL Corp.PPLC11,174$378,7000.04%
493Litman Gregory /im Dbi Managed F St53700T82714,709$378,4630.04%
494Broadridge Financial Solutions11133T1031,556$378,1550.04%
495VICI Properties Inc92565210911,513$375,3240.04%
496Trane Technologies PLCTT857$374,8600.04%
497Vanguard Intmdt-Term Trs ETF92206C7066,264$374,6500.04%
498Exelon Corp.EXC8,579$372,5050.04%
499JP Morgan Betabuilders Japan ETF46641Q2176,009$371,2360.04%
500American Century Diversified Muni Bond ETF0250725057,574$370,5960.04%