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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)

Baystate Wealth Management LLC

Quarter ended Q3 2023 · Filed September 21, 2023 · Accession 0001546408-23-000005

Total Value
$1.22B
Positions
1,062
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES RUSSELL TOP 200 GROWTH ETF464289438674,921$107.0M8.80%
2SPDR S&P WORLD EX-US 78463X8892,713,924$88.3M7.26%
3INVESCO FTSE RAFI US 1000 ETFIVZ515,160$84.3M6.93%
4ISHARES S&P 500 INDEX464287200179,063$79.8M6.56%
5VANGUARD VALUE ETF922908744441,407$62.7M5.16%
6BLACKROCK ULTRA SHORT-TERM BOND ETF46434V8781,195,559$60.1M4.94%
7INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFIVZ1,090,772$53.4M4.39%
8ISHARES CORE MSCI EAFE ETF46432F842773,476$52.2M4.29%
9ISHARES AGGREGATE BOND ETF464287226487,358$47.7M3.92%
10ISHARES TR RUSSELL MIDCAP INDEX FD464287499600,229$43.8M3.60%
11SPDR BARCLAYS CAPITAL SHORT TERM CORP BD78464A4741,483,093$43.7M3.59%
12VANGUARD FTSE EMERGING MARKETS ETF922042858916,914$37.3M3.07%
13VANGUARD TOTAL BOND MARKET ETF921937835468,213$34.0M2.80%
14VANGUARD S&P SMALL-CAP 600 ETF921932828343,324$31.5M2.59%
15STRYKER CORPSYK75,853$23.1M1.90%
16ISHARES MSCI USA VALUE FACTOR ETF46432F388241,244$22.6M1.86%
17ISHARES MSCI USA QUALITY FACTOR ETF46432F339167,751$22.6M1.86%
18HARTFORD MULTIFACTOR DEVELOPED MARKETS EX-US ETF518416102840,928$22.1M1.82%
19ISHARES MSCI EMERGING MARKETS ETF464287234515,639$20.4M1.68%
20SPDR PORTFOLIO S&P 500 ETF78464A854264,277$13.8M1.13%
21APPLE INCAAPL63,931$12.4M1.02%
22SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF78463X871390,702$11.9M0.98%
23ISHARES AMT-FREE MUNI BOND ETF46428841474,894$8.0M0.66%
24ISHARES 1-3 YR TREASURY BOND ETF46428745796,246$7.8M0.64%
25VANGUARD MID CAP 92290862934,822$7.7M0.63%
26UFP TECHNOLOGIES INC COMUFPT30,632$5.9M0.49%
27VANGUARD GROWTH ETF92290873619,964$5.6M0.46%
28MICROSOFTMSFT16,455$5.6M0.46%
29ISHARES TR KLD 400 SOCIAL INDEX FD46428857064,513$5.4M0.45%
30ISHARES MSCI EAFE SMALL CAP ETF46428827388,556$5.2M0.43%
31ISHARES ESG AWARE MSCI EAFE ETF46435G51668,930$5.0M0.41%
32ISHARES RUSSELL 1000 GROWTH ETF46428761418,207$5.0M0.41%
33JOHNSON & JOHNSON COMJNJ28,480$4.7M0.39%
34SPDR SER TR LEHMAN INTER TERM TREAS ETF78464A672131,007$3.7M0.30%
35VANGUARD TOTAL WORLD BOND ETF92206C56553,943$3.7M0.30%
36ISHARES MSCI EAFE GROWTH INDEX ETF46428888536,818$3.5M0.29%
37SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF80852477159,840$3.4M0.28%
38SPDR BARCLAYS CAPITAL LONG TERM TREASURIES78464A664108,899$3.3M0.27%
39WISDOMTREE TR INTL LARGECAP DIVID FDWT68,392$3.2M0.27%
40ISHARES ESG AWARE MSCI USA ETF46435G42532,704$3.2M0.26%
41VANGUARD LARGE CAP92290863715,101$3.1M0.25%
42NUVEEN ESG LARGE-CAP VALUE ETFNU88,175$3.1M0.25%
43ISHARES DJ US TECHNOLOGY46428772127,929$3.0M0.25%
44ISHARES MSCI ACWI EX US46428824053,386$2.6M0.22%
45ISHARES MSCI EAFE VALUE ETF46428887753,553$2.6M0.22%
46JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q65451,421$2.6M0.21%
47EXXON MOBIL CORP COMXOM22,994$2.5M0.20%
48SPDR S&P 500 ETFSPY5,453$2.4M0.20%
49BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A7,042$2.4M0.20%
50VANGUARD DIVIDEND APPRECIATION ETF92190884414,245$2.3M0.19%
51VANGUARD MEGA CAP GROWTH ETF9219108169,748$2.3M0.19%
52SPDR SER TR S&P DIVID ETF78464A76318,388$2.3M0.19%
53SCHWAB US DIVIDEND EQUITY ETF80852479730,560$2.2M0.18%
54WALMART INC COMWMT12,428$2.0M0.16%
55SALESFORCE COM CRM9,125$1.9M0.16%
56VANGUARD SMALL CAP VALUE ETF92290861111,148$1.8M0.15%
57ISHARES MSCI USA MIN VOL FACTOR ETF46429B69724,296$1.8M0.15%
58ORACLE CORPORATIONORCL-PD15,132$1.8M0.15%
59PROCTER AND GAMBLE CO COM74271810911,373$1.7M0.14%
60AMAZON.COM INCAMZN12,636$1.6M0.14%
61WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT38,783$1.6M0.13%
62ENDAVA PLC ADSDAVA31,200$1.6M0.13%
63JPMORGAN U.S. VALUE FACTOR ETF46641Q75344,619$1.6M0.13%
64UNION PAC CORP COMUNP7,773$1.6M0.13%
65AMERICAN TOWER CORP03027X1008,056$1.6M0.13%
66ISHARES ESG AWARE MSCI EM ETF46434G86348,205$1.5M0.13%
67ISHARES RUSSELL TOP 200 VALUE ETF46428942022,471$1.5M0.12%
68ISHARES RUSSELL MIDCAP GROWTH ETF46428748115,240$1.5M0.12%
69JPMORGAN CHASE & CO COMVYLD9,799$1.4M0.12%
70ISHARES MSCI EAFE ETF46428746518,791$1.4M0.11%
71ISHARES TR S&P GLOBAL 100 INDEXFD46428757217,843$1.4M0.11%
72PFIZER INC COMPFE36,884$1.4M0.11%
73HOME DEPOTHD4,293$1.3M0.11%
74POWERSHARES QQQ TRIVZ3,517$1.3M0.11%
75ISHARES MBS BOND ETF46428858813,578$1.3M0.10%
76ALPHABET INC CAP STK CL CGOOG9,878$1.2M0.10%
77FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10629,570$1.2M0.10%
78ISHARES S&P SMALLCAP 600 ETF46428780411,860$1.2M0.10%
79ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54924,639$1.2M0.10%
80FMC CORP COM NEWFMC11,131$1.2M0.10%
81PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46712,315$1.2M0.10%
82GOOGLE INCGOOG9,571$1.1M0.09%
83PEPSICO INC COMPEP5,988$1.1M0.09%
84NVIDIA CORPORATION COMNVDA2,606$1.1M0.09%
85CONSUMER STAPLES SELECT SECTOR SPDR81369Y30814,595$1.1M0.09%
86MAGNA INTL INC CL A55922240118,415$1.0M0.09%
87ISHARES RUSSELL 1000 VALUE ETF4642875986,543$1.0M0.08%
88VANGUARD SMALL CAP ETF9229087515,161$1.0M0.08%
89ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66328,129$999,1610.08%
90COMCAST CORP NEW CL ACCZ23,357$970,4850.08%
91VANGUARD SHORT TERM BOND92193782712,180$920,4460.08%
92VANGUARD S&P SMALL-CAP 600 VALUE ETF92193277810,976$901,3090.07%
93COMMUNITY BK SYS INC COMCBU18,726$877,9130.07%
94JPMORGAN U.S. QUALITY FACTOR ETF46641Q76119,738$874,0010.07%
95SHERWIN WILLIAMS CO COMSHW3,204$850,8350.07%
96VANGUARD FTSE ALL-WORLD EX-US92204277515,453$840,8380.07%
97WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT29,010$835,2100.07%
98CISCO SYS INCCSCO16,020$828,8830.07%
99RAYTHEON TECHNOLOGIES CORP COMRTX8,411$824,0310.07%
100INTL BUSINESS MACHINESINTR6,010$804,3130.07%
101DELTA AIR LINES INC DEL CMNDAL16,720$794,8690.07%
102LOWES COS INC COM5486611073,494$788,6920.06%
103LOCKHEED MARTIN CORPLMT1,675$771,5720.06%
104METLIFE INC COMMET-PF13,620$769,9910.06%
105NEXTERA ENERGY INC COMNEE-PW10,356$768,4420.06%
106MCDONALDS CORP COMMCD2,492$743,8210.06%
107NUVEEN ESG MID-CAP VALUE ETFNU24,835$735,8660.06%
108ISHARES U.S. INFRASTRUCTURE ETF46435U71318,401$719,1250.06%
109VANGUARD TOTAL STOCK MARKET ETF9229087693,234$712,5270.06%
110ISHARES 1-3 YR CREDIT BOND ETF46428864613,568$680,7180.06%
111ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G24328,081$671,4340.06%
112ISHARES RUSSELL 2000 ETF4642876553,538$662,6240.05%
113ILLUMINA INCILMN3,500$656,2150.05%
114UNITEDHEALTH GROUPUNH1,356$651,9910.05%
115JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33211,721$648,5360.05%
116ISHARES CORE TOTAL USD BOND MARKET ETF46434V61313,910$632,5180.05%
117ABBOTT LABS COMABLZF5,748$626,7500.05%
118ANALOG DEVICES INC COMADI3,197$623,0010.05%
119NUVEEN ESG MID-CAP GROWTH ETFNU15,727$613,8470.05%
120CHEVRON CORP NEW COMCVX3,846$605,2220.05%
121MERCK & CO INCMRK5,073$585,4540.05%
122VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40711,930$583,1810.05%
123IQ HEDGE MULTI-STRATEGY TRACKER ETF45409B10719,536$582,7860.05%
124CIGNA CORP 1255231002,045$574,0860.05%
125ISHARES RUSSELL 2000 VALUE4642876304,021$566,2260.05%
126ABBVIE INC COMABBV4,072$548,7230.05%
127DISNEY WALT CO COM2546871066,075$542,4140.04%
128VANGUARD S&P 500 ETF9229083631,286$523,9560.04%
129S & P MID CAP 400 DEP RCPTS MID CAPMDY1,093$523,4690.04%
130ROCKWELL AUTOMATION INC COMROK1,573$518,2450.04%
131BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$517,8100.04%
132ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871505,254$514,1270.04%
133BANK AMERICA CORP COM06050510416,501$473,4230.04%
134TESLA MOTORS INC TSLA1,798$470,6620.04%
135ISHARES INC MSCI EMUINDEX FD46428660810,235$469,0010.04%
136VERIZON COMMUNICATIONSVZ12,600$468,6080.04%
137CVS HEALTH CORP COMCVS6,535$451,7690.04%
138GENERAL DYNAMICS CORP COMGD2,064$444,2730.04%
139AMGEN INCAMGN1,935$429,7720.04%
140VISA INCV1,778$422,3040.03%
141AERCAP HOLDINGS NV SHSAER6,457$410,1490.03%
142ISHARES CORE S&P MID CAP ETF4642875071,562$408,6490.03%
143AUTOMATIC DATA PROCESSING INC COMADP1,793$394,2520.03%
144EVERSOURCE ENERGY COMES5,548$393,4720.03%
145META PLATFORMS INC CL AMETA1,321$379,1010.03%
146ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD4642881583,636$378,3090.03%
147VANGUARD RUSSELL2000 INDEX FD ETF92206C6644,993$377,5950.03%
148GRANITE REAL ESTATE INC COM NPV ISIN CA3874311093 SEDOL B89VGB23874371146,371$375,8410.03%
149ISHARES CORE MSCI EMERGING MKTS46434G1037,558$372,5450.03%
150MASTERCARD INC MA915$360,1120.03%
151NIKE INC CLASS BNKE3,239$357,5070.03%
152ISHARES MORNINGSTAR LARGE GROWTH ETF4642871195,697$355,1650.03%
153LILLY ELI & CO COMLLY756$354,6590.03%
154NORFOLK SOUTHERN CRP6558441081,535$348,1540.03%
155JPMORGAN ULTRA-SHORT INCOME ETF46641Q8376,920$347,0190.03%
156AT&T INC COMT-PC21,142$337,2230.03%
157HONEYWELL INTL INC4385161061,622$336,7380.03%
158ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882813,883$336,0360.03%
159ISHARES 20 YR TREASURY ETF4642874323,260$335,5960.03%
160BLACKSTONE INC COMBX3,473$322,8990.03%
161FINANCIAL SELECT SECTOR SPDR81369Y6059,486$319,7810.03%
162EOG RESOURCES INCEOG2,645$302,7500.02%
163SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6633,197$293,6340.02%
164VANGUARD FTSE ALL WORLD EX-US ETF9220427182,637$291,3410.02%
165BIOGEN IDEC INCBIIB983$280,2380.02%
166AVAGO TECHNOLOGIES LTDAVGO320$277,9250.02%
167LIVENT CORP COMLIVG10,000$274,3000.02%
168GENERAL MLS INC COM3703341043,543$271,7800.02%
169PPG INDS INC COM6935061071,812$268,8500.02%
170iShares Intermediate Government/Credit Bond ETF4642886122,543$261,7570.02%
171ILLINOIS TOOL WKS INC COM4523081091,024$256,1900.02%
172COCA COLA CO COMKO4,089$246,2560.02%
173STARBUCKS CORPSBUX2,433$241,0350.02%
174COSTCO WHOLESALE CORP22160K105447$240,6970.02%
175VANGUARD SHORT TERM CORP BOND FD ETF92206C4093,115$235,7220.02%
176CHURCH & DWIGHT INCCHD2,341$234,7250.02%
177ISHARES U.S. TREASURY BOND ETF46429B26710,102$231,3520.02%
178INTEL CORP COMINTC6,870$229,7570.02%
179QUALCOMM INCQCOM1,921$228,7110.02%
180CONOCOPHILLIPS COMCOP2,199$227,9300.02%
181TEXAS INSTRS INC COM8825081041,263$227,4490.02%
182ISHARES S&P 500 VALUE ETF4642874081,375$221,7060.02%
183ISHARES MSCI JAPAN ETF46434G8223,534$218,7830.02%
184VONTIER CORPORATION COMVNT6,730$216,7840.02%
185ISHARES GOLD TRUST ETF IAU5,708$207,7440.02%
186SOUTHERN CO COMSOMN2,936$206,2870.02%
187COLGATE PALMOLIVE CO COMCL2,654$204,4710.02%
188UNITED PARCEL SERVICE INCUPS1,138$204,1390.02%
189CONSOLIDATED EDISON INC COMED2,247$203,1810.02%
190CROCS INCCROX1,773$199,3560.02%
191HARBORONE BANCORP INC NEW COM NEW41165Y10022,256$193,1860.02%
192YUM BRANDS INCYUM1,357$188,0460.02%
193KINDER MORGAN INCEP-PC10,835$186,5860.02%
194PALANTIR TECHNOLOGIES INC CL APLTR12,000$183,9600.02%
195DANAHER CORP 235851102755$181,3950.01%
196CATERPILLAR INC COMCAT733$180,5650.01%
197MORGAN STANLEYMS-PQ2,106$179,8640.01%
198ISHARES TR S&P 100 INDEX FUND464287101861$178,3320.01%
199DIAGEO PLCDGEAF1,027$178,2600.01%
200NRG ENERGY INC NEWNRG4,704$175,9140.01%
201EASTERN BANKSHARES INC COMEBC14,163$173,7880.01%
202ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F8342,765$173,1770.01%
203MICRON TECHNOLOGY INC COMMU2,718$171,5750.01%
204THERMO FISHER SCIENTIFIC INC COMTMO321$167,7420.01%
205ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G7643,213$167,0440.01%
206ENERGY SELECT SECTOR SPDR81369Y5061,980$160,7190.01%
207PAYCHEX INCPAYX1,418$158,6580.01%
208SEMPRA ENERGYSREA1,089$158,6340.01%
209VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF9229085121,125$155,7370.01%
210IDEXX LABS INC 45168D104308$154,6870.01%
211FISERV INCFISV1,219$153,7770.01%
212MATERIALS SELECT SECTOR SPDR81369Y1001,847$153,0690.01%
213NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFNU5,181$150,0590.01%
214BROOKLINE BANCORP INC CMN11373M10717,092$149,3890.01%
215CORECIVIC INC COMCXW15,820$148,8660.01%
216DEERE & CO COMDE366$148,4950.01%
217VANGUARD FINANCIALS ETF92204A4051,776$144,3470.01%
218ALPS TRUST ETF ALERIAN MLP00162Q4523,621$141,9810.01%
219AIR PRODS & CHEMS INC COMAIIR472$141,4730.01%
220KIMBERLY-CLARK CORP COMKMB971$134,1730.01%
221MONDELEZ INTL INC CL A6092071051,819$132,6830.01%
222DUKE ENERGY CORP NEW COM NEWDUKB1,455$130,5910.01%
223TECHNOLOGY SELECT SECTOR SPDR81369Y803747$130,0300.01%
224EMERSON ELEC CO COMEMR1,427$128,9900.01%
225VANGUARD MID CAP GROWTH ETF922908538623$128,2490.01%
226WASTE MANAGEMENT INC94106L109731$126,8030.01%
227CANDEL THERAPEUTICS INC COMCADL100,540$126,6800.01%
228TARGET CORP COMTGT941$124,2380.01%
229AMERICAN EXPRESS CO COMAXP711$123,9200.01%
230TJX COS INC NEW COM8725401091,447$122,7540.01%
231ADOBE SYS INCADBE250$122,4920.01%
232INDEPENDENT BANK CORP MA 4538361082,730$121,5120.01%
233GEN DIGITAL INC COMGENVR6,534$121,2150.01%
234GOLDMAN SACHS GROUP INCGSCE372$120,0750.01%
235WP CAREY INC COM92936U1091,776$120,0110.01%
236VMWARE INC CL A CLASS A928563402828$118,9750.01%
237ISHARES CORE S&P US VALUE ETF4642876631,519$118,9270.01%
238CLOROX CO DEL COMCLX746$118,7690.01%
239VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,547$117,6470.01%
240SOLARWINDS CORP COM NEW83417Q20411,369$116,6460.01%
241SCHWAB INTERNATIONAL EQUITY ETF8085248053,240$115,5080.01%
242SPDR SER TR DJ WILSHIRE SMALL CAP VALUE ETF78464A3001,487$114,8050.01%
243BOSTON PPTYS INCBXP1,957$112,7550.01%
244DRAFTKINGS INC NEW COM CL ADKNG4,211$111,8920.01%
245ISHARES INC MSCI GLOBAL SILVER MINERS FD46428632711,414$110,2060.01%
246GLOBAL PAYMENTS INC 37940X1021,117$110,1000.01%
247ISHARES S&P 500 GROWTH ETF4642873091,558$109,8750.01%
248ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD14,413$107,5960.01%
249MANULIFE FINL CORP56501R1065,626$106,4060.01%
250PNC FINL SVCS GROUP INC COM693475105844$106,4050.01%
251FASTENAL COFAST1,730$102,0970.01%
252M & T BK CORP COM55261F104824$102,0690.01%
253BUILDERS FIRSTSOURCE INC COMBLDR748$101,7280.01%
254VANGUARD SMALL CAP GROWTH ETF922908595440$101,2430.01%
255PACER TRENDPILOT US LARGE CAP ETF69374H1052,447$101,0980.01%
256ALNYLAM PHARMACEUTICALS INCALNY527$100,0980.01%
257INVESCO DYNAMIC LARGE CAP GROWTH ETFIVZ1,402$99,0250.01%
258ISHARES RUSSELL MIDCAP VALUE INDEX464287473891$97,9170.01%
259NUCOR CORP COMNUE590$96,8150.01%
260PAYPAL HLDGS INC COMPYPL1,450$96,7590.01%
261EA BRIDGEWAY BLUE CHIP ETF EA BRIDGEWAY BLUE CHIP ETF02072L7149,717$95,6150.01%
262SYSCO CORP COMSYY1,279$94,9380.01%
263ISHARES GLOBAL TECH ETF4642872911,511$94,0090.01%
264MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW92189F7912,615$93,2850.01%
265L3HARRIS TECHNOLOGIES INC COMLHX472$92,5280.01%
266TRAVELERS COMPANIES INC COMTRV532$92,5090.01%
267ISHARES TR MSCI ACWIINDEX FD464288257946$90,8370.01%
268DELL TECHNOLOGIES INC CL CDELL1,678$90,8070.01%
269STATE STR CORP COMSTT-PG1,232$90,2030.01%
270SPDR DOW JONES INDUSTRIAL ETF78467X109260$89,7110.01%
271LINDE PLC SHSLIN233$89,0060.01%
272ROYAL GOLD INCRGLD771$88,5860.01%
273GENERAL ELECTRIC CO COM NEW369604301787$86,5080.01%
274BLACKROCK INC BLK121$84,2820.01%
275BRISTOL-MYERS SQUIBB CO COMCELG-RI1,317$84,2400.01%
276BOEING CO COMBA-PA381$80,5650.01%
277FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808602$78,6500.01%
278VANGUARD EUROPEAN 9220428741,259$77,6960.01%
279ACCENTURE LTD BERMUDA CL AACN250$77,2530.01%
280CSX CORPCSX2,255$76,9030.01%
281ISHARES 10-20 YEAR TREASURY BOND ETF464288653689$76,4310.01%
282NETFLIX INC COMNFLX172$75,7640.01%
283CITIGROUP INCC-PR1,643$75,6560.01%
284PRUDENTIAL FINL INCPUKPF852$75,2340.01%
285BROADWIND INC COM NEWBWEN19,687$75,2040.01%
286FREEPORT MCMORAN COPPER FCX1,879$75,1730.01%
287BECTON DICKINSON & CO COMBDX282$74,4910.01%
288ZOETIS INC CL AZTS429$73,9760.01%
289ROYAL DUTCH SHELL PLC-ADRRYDAF1,215$73,3620.01%
290CROWDSTRIKE HLDGS INC CL ACRWD497$73,0210.01%
291ENTERPRISE BANCORP INC MASS COM2936681092,518$72,8870.01%
292ESSENTIAL UTILS INC COM29670G1021,795$71,6780.01%
293TORONTO DOMINION BANKTORO1,136$70,5020.01%
294SCHWAB U.S. LARGE-CAP ETF8085242011,341$70,2640.01%
295LAMAR ADVERTISING CO NEW CL ALAMR699$69,4650.01%
296BOSTON SCIENTIFIC CORPBSX1,267$68,5320.01%
297NEWMONT CORP COMNEMCL1,604$68,4660.01%
298VANGUARD RUSSELL 2000 VALUE ETF92206C649550$68,0530.01%
299YUM CHINA HLDGS INC COMYUMC1,202$67,9680.01%
300GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ453$67,8840.01%
301SPDR ICE PREFERRED SECURITIES ETF78464A2922,022$67,6760.01%
302MIDDLESEX WTR CO COM596680108833$67,2150.01%
303ISHARES NASDAQ BIOTECHNOLOGY464287556527$66,9950.01%
304BRIGHTHOUSE FINL INC COM10922N1031,402$66,3850.01%
305ISHARES DJ US OIL EQUIPMENTINDEX4642888443,206$64,5120.01%
306LAS VEGAS SANDS CORPLVS1,110$64,4080.01%
307HERSHEY CO COMHSY250$62,6590.01%
308ISHARES CORE DIVIDEND GROWTH ETF46434V6211,212$62,5030.01%
309CHARLES SCHWAB CORPSCHW-PJ1,090$61,7950.01%
310OTIS WORLDWIDE CORP COMOTIS676$60,2470.00%
311CARRIER GLOBAL CORPORATION COMCARR1,211$60,2210.00%
312GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF37954Y2931,422$59,1530.00%
313VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,054$59,1370.00%
314PIONEER NATURAL RESOURCES CO723787107284$58,9640.00%
315MUELLER WTR PRODS INC COM SER A6247581083,599$58,4150.00%
316HARROW HEALTH INC COMHROW3,066$58,3770.00%
317BHP GROUP LTD SPONSORED ADSBHPLF971$57,9860.00%
318INTERCONTINENTAL EXCHANGE INC COM45866F104509$57,6530.00%
319AON CORPAON164$56,7090.00%
320ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND26924G2011,079$54,5920.00%
321SCHLUMBERGER LTD COM STKSLB1,104$54,2300.00%
322SPDR S&P AEROSPACE & DEFENSE ETF78464A631443$53,9280.00%
323PHILLIPS 66PSX559$53,3780.00%
324INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFIVZ1,132$52,6050.00%
325MARRIOTT INTL INC 571903202284$52,1810.00%
326NORTHROP GRUMMAN CORP COMNOC113$51,6470.00%
327FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8461,126$51,1340.00%
328IQVIA HLDGS INC COMIQV227$51,0230.00%
329VANGUARD REIT INDEX ETF922908553608$50,8860.00%
330PROGRESSIVE CORP COM743315103380$50,4100.00%
331PHILIP MORRIS INTL INC718172109513$50,0880.00%
332VANGUARD HIGH DIVIDEND YIELD921946406463$49,1820.00%
333SCHWAB FUNDAMENTAL US BROAD MARKET INDEX ETF808524789863$48,9720.00%
334ISHARES RUSSELL 2000 GROWTH INDEX 464287648199$48,3790.00%
335ALLSTATE CORPALL-PJ442$48,2540.00%
336NUVEEN AMT FREE QLTY MUN INCME COMNU4,374$47,8120.00%
337AFFILIATED MANAGERS GROUP INCMGRE312$46,7970.00%
338ALTRIA GROUP INC COMMO1,031$46,7420.00%
339SPDR PORTFOLIO AGGREGATE BOND ETF78464A6491,841$46,7150.00%
340PROLOGIS INC. COMPLDGP380$46,7020.00%
341APPLIED MATLS INC COM038222105315$45,5740.00%
342CHUBB LIMITED COMCB236$45,4500.00%
343NUVEEN ESG EMERGING MARKETS EQUITY ETFNU1,659$45,3270.00%
344CROWN CASTLE INTL CORPCCI393$44,7980.00%
345ROPER INDUSTRIES INCROP91$44,0460.00%
346BROOKFIELD CORP CL A LTD VT SH11271J1071,282$43,1420.00%
347BANK NEW YORK MELLON CORP COM064058100960$42,7820.00%
348DUPONT DE NEMOURS INC COMDD592$42,3320.00%
349ISHARES TR MID GRWTH INDX ETF464288307689$42,0270.00%
350CADENCE DESIGN SYSTEM INC COMCDNS179$41,9790.00%
351ARK INNOVATION ETF00214Q104945$41,7440.00%
352OSHKOSH CORP COMOSK481$41,7050.00%
353VANGUARD TOTAL WORLD STOCK ETF922042742427$41,4620.00%
354BIO-TECHNE CORP COMTECH500$40,8830.00%
355UNIVERSAL DISPLAY CORP COMOLED282$40,7260.00%
356DEVON ENERGY CORP 25179M103838$40,5090.00%
357UNILEVER PLC SPON ADR NEWUNLYF766$39,9520.00%
358KRANESHARES GLOBAL CARBON STRATEGY ETF5007676781,051$39,8540.00%
359SIMON PROPERTY GROUP INC828806109343$39,6890.00%
360DOMINION RESOURCES INCD763$39,5460.00%
361WARNER BROS DISCOVERY INC COM SER AWBD3,095$38,8110.00%
362EATON CORP PLC SHSETN191$38,4580.00%
363SPDR SER TR LEHMAN INTERMEDIATE TERM CR BD ETF78464A3751,194$38,3510.00%
364AFLAC INC COMAFL544$38,0050.00%
365AMERICA MOVIL SERIES L ADRAMXOF1,741$37,6840.00%
366ANDERSONS INC COMANDE811$37,4460.00%
367ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8531,433$37,2510.00%
368KEYCORP COM4932671084,018$37,1260.00%
369POWERSHARES INTL DIVID ACHIEVERS PORTIVZ2,035$36,7500.00%
370HUMANA INC COMHUM81$36,5230.00%
371ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V8031,174$36,4180.00%
372ISHARES MSCI USA SIZE FACTOR ETF46432F370294$36,0890.00%
373PALO ALTO NETWORKS INC COMPANW141$36,0270.00%
374ISHARES GLOBAL CLEAN ENERGY ETF4642882241,935$35,6200.00%
375T-MOBILE US INC COMTMUSZ256$35,5580.00%
376CORTEVA INC COMCTVA620$35,5480.00%
377VALERO ENERGY CORPVLO301$35,3240.00%
378ISHARES 3-7 YR TREASURY BOND ETF464288661304$35,1020.00%
379GLOBAL X INTERNET OF THINGS ETF37954Y7801,014$35,1020.00%
3803M CO COMMMM349$35,0140.00%
381EQUINIX INC COMEQIX44$34,8050.00%
382WESTROCK CO COMWEST1,195$34,7580.00%
383ONEOK INC NEW COMOKE562$34,6870.00%
384IMPERIAL OIL LTD COM NEW ISIN CA4530384086IMO675$34,5550.00%
385CUMMINS INC COMCMI140$34,5050.00%
386ATMOS ENERGY CORPATO291$33,8640.00%
387ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396233$33,6800.00%
388S&P GLOBAL INC COMSPGI83$33,2850.00%
389ELEVANCE HEALTH INC COMELV74$33,1890.00%
390FEDEX CORPFDX133$33,1700.00%
391GILEAD SCIENCES INCGILD423$32,6160.00%
392ISHARES DJ SELECT DIVIDEND464287168285$32,4040.00%
393NATIONAL GRID TRANSCO PLCNMPWP480$32,3690.00%
394DOW INC COMDOW605$32,2610.00%
395SERVICENOW INC COMNOW57$32,0320.00%
396MEDTRONIC PLC SHSMDT362$31,9170.00%
397TETRA TECH INC NEW COMTTEK192$31,4470.00%
398INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ2,307$31,3870.00%
399VANGUARD INFORMATION TECHNOLOGY92204A70270$30,9510.00%
400KLA-TENCOR CORP KLAC63$30,8820.00%
401CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 81369Y407181$30,7630.00%
402SPDR GOLD MINISHARES TRUSTGLDW804$30,6310.00%
403FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X176263$30,3010.00%
404ARCHER DANIELS MIDLAND CO COMADM396$29,9870.00%
405POWERSHARES FTSE RAFI US 1500 S/M PTIVZ172$29,6530.00%
406ECOLAB INC COMECL158$29,5390.00%
407VULCAN MATLS CO COM929160109129$29,3050.00%
408VANGUARD S&P 500 GROWTH ETF921932505114$29,1370.00%
409VANGUARD INTERMEDIATE-TERM BOND ETF921937819376$28,3550.00%
410SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359404$28,2930.00%
411POWERSHARES EMERGING MKTS SOVEREIGN DEBTIVZ1,439$28,0620.00%
412WALGREENS BOOTS ALLIANCE INC COM931427108984$28,0500.00%
413POWERSHARES SP500 LOW VOLATILITY ETFIVZ445$27,9700.00%
414RIO TINTO PLC SPON ADRRTNTF437$27,9350.00%
415INTUIT INCINTU60$27,8430.00%
416SPDR GOLD ETFGLD156$27,8100.00%
417UNITED RENTALS INC COMURI62$27,8070.00%
418HUNTINGTON BANCSHARES INC COMHBANP2,567$27,6790.00%
419ASTRAZENECA PLC- SPONS ADRAZN372$26,6680.00%
420GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF844$26,4740.00%
421NOVARTIS AG ADRNVSEF260$26,2790.00%
422NUVEEN MUN VALUE FDNU3,009$26,1830.00%
423NOVO-NORDISK A/S ADR ADR CMNNONOF161$26,1020.00%
424IRON MTN INC DEL COM46284V101459$26,0870.00%
425TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD874039100258$26,0680.00%
426BIOMARIN PHARMACEUTICAL INCBMRN300$26,0040.00%
427SPDR DJ WILSHIRE REIT ETF78464A607285$25,7750.00%
428GALLAGHER ARTHUR J &CO363576109116$25,6460.00%
429FORD MOTOR COMPANY3453708601,667$25,2360.00%
430NUVEEN ESG SMALL-CAP ETFNU681$25,2080.00%
431TRANE TECHNOLOGIES PLC SHSTT131$25,0860.00%
432ISHARES TR DOW JONES US MEDICAL DEVICES INDEX464288810440$24,8540.00%
433ISHARES JPX-NIKKEI 400 ETF464287382372$24,6130.00%
434DOLLAR GEN CORP NEW COM256677105143$24,4190.00%
435GIBRALTAR INDS INC COM374689107378$23,7840.00%
436UFP INDUSTRIES INC COMUFPI243$23,6730.00%
437WAYFAIR INC CL AW363$23,5990.00%
438SCHWAB U.S. BROAD MARKET ETF808524102454$23,5060.00%
439CORNING INC COMGLW663$23,2600.00%
440ISHARES DOW JONES US CONSUMER GOODS464287812115$23,0410.00%
441WELLS FARGO CO NEW COM949746101525$22,4100.00%
442CLEARWAY ENERGY INC CL ACWEN-A823$22,2440.00%
443SHOPIFY INC CL ASHOP344$22,2220.00%
444CELANESE CORPORATIONCE190$22,0740.00%
445CALIFORNIA WTR SVC GROUP COM130788102427$22,0690.00%
446ISHARES MSCI INTL VALUE FACTOR ETF46435G409866$22,0400.00%
447FRANCO NEV CORP COMFNV153$21,8340.00%
448BAXTER INTL INC COM071813109474$21,6210.00%
449UBER TECHNOLOGIES INC COMUBER500$21,5850.00%
450TELUS CORPORATION COMTU1,107$21,5590.00%
451HILTON WORLDWIDE HLDGS INC COMHLT148$21,5410.00%
452FIDELITY MSCI HEALTH CARE INDEX ETF316092600336$21,2220.00%
453PUBLIC SVC ENTERPRISE GRP INC COM744573106337$21,1490.00%
454MCKESSON CORPMCK49$21,1440.00%
455PROSHARES S&P 500 EX-FINANCIALS ETF74347B573219$21,1050.00%
456NUTRIEN LTD COMNTR356$21,0760.00%
457CHARTER COMMUNICATIONS INC NEW CL A16119P10857$20,9400.00%
458NUVEEN MASSACHUSETS QLT MUN FD COMNU2,005$20,9330.00%
459WISDOMTREE CYBERSECURITY FUNDWT1,071$20,7490.00%
460GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC251$20,3970.00%
461US BANCORP DEL COM NEWUSB-PS614$20,3160.00%
462ISHARES TR RUSSELL 1000 INDEX ETF46428762283$20,2490.00%
463ISHARES SILVER TRUST ETFSLV954$19,9290.00%
464IKENA ONCOLOGY INC COM45175G1082,999$19,6730.00%
465BLOCK INC CL ABSQKZ293$19,5050.00%
466ISHARES S&P MIDCAP 400 GROWTH INDEX464287606256$19,2000.00%
467INTUITIVE SURGICAL, INC.ISRG55$19,1180.00%
468MARATHON PETE CORPMARA159$18,5900.00%
469SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETF78464A821259$18,5810.00%
470EVERGY INC COMEVRG316$18,5140.00%
471VERTEX PHARMACEUTICALS INVRTX52$18,2990.00%
472FEDERATED INVS PA CL B CLASS BFHI510$18,2950.00%
473HESS CORP COMHESM133$18,1420.00%
474SCHWAB U.S. SMALL-CAP ETF808524607412$18,0800.00%
475ATLASSIAN CORPORATION CL ATEAM107$18,0260.00%
476REALTY INCOME CORPO300$17,9840.00%
477AMERICAN AIRLS GROUP INC COM02376R1021,000$17,9400.00%
478SCHWAB U.S. LARGE-CAP VALUE ETF808524409263$17,6640.00%
479PUBLIC STORAGE INCPSA-PS60$17,5510.00%
480ARISTA NETWORKS INC COMANET108$17,5020.00%
481CIVITAS RESOURCES INC COM NEW17888H103242$16,8530.00%
482HALLIBURTON CO COMHAL509$16,8160.00%
483EBAY INCEBAY375$16,7650.00%
484EXELON CORP COMEXC410$16,7430.00%
485ASML HOLDING N V N Y REGISTRY SHSASMLF23$16,6810.00%
486ZIONS BANCORPORATION N A COM989701107615$16,5390.00%
487RELIANCE STEEL & ALUMINUM CO COMRS60$16,2950.00%
488GLOBAL X TELEMEDICINE & DIGITAL HEALTH ETF REGISTERED37954Y2851,359$15,8050.00%
489ISHARES TR MID VAL INDEX ETF464288406248$15,8050.00%
490PACER US CASH COWS 100 ETF69374H881329$15,7660.00%
491GRAINGER W W INC COM38480210419$15,7570.00%
492BOK FINL CORP COM NEW05561Q201194$15,7370.00%
493ZIMMER HLDGS INCZBH107$15,6660.00%
494FIFTH THIRD BANCORPFITBM596$15,6270.00%
495MEXICO FD INC COM592835102913$15,3240.00%
496SPDR PORTFOLIO S&P 500 GROWTH ETF78464A409249$15,2300.00%
497VICTORYSHARES US LARGE CAP HIGH DIVIDEND VOLATILITY WTD ETF92647N865267$15,1560.00%
498GENERAL MOTORS CORP37045V100389$15,0010.00%
499AGILENT TECH INCA124$14,9690.00%
500MGM RESORTS INTERNATIONALMGM340$14,9400.00%