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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

Baystate Wealth Management LLC

Quarter ended Q4 2023 · Filed October 26, 2023 · Accession 0001546408-23-000006

Total Value
$1.21B
Positions
1,043
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES RUSSELL TOP 200 GROWTH ETF464289438680,054$104.6M8.63%
2SPDR S&P WORLD EX-US 78463X8892,887,068$89.5M7.39%
3INVESCO FTSE RAFI US 1000 ETFIVZ2,650,749$84.3M6.96%
4ISHARES S&P 500 INDEX464287200181,634$78.0M6.44%
5ISHARES AGGREGATE BOND ETF464287226680,610$64.0M5.28%
6VANGUARD VALUE ETF922908744461,986$63.7M5.26%
7BLACKROCK ULTRA SHORT-TERM BOND ETF46434V8781,127,533$56.8M4.69%
8INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETFIVZ1,172,982$53.8M4.44%
9ISHARES CORE MSCI EAFE ETF46432F842760,674$48.9M4.04%
10ISHARES TR RUSSELL MIDCAP INDEX FD464287499627,982$43.5M3.59%
11SPDR BARCLAYS CAPITAL SHORT TERM CORP BD78464A4741,331,124$39.0M3.22%
12VANGUARD FTSE EMERGING MARKETS ETF922042858987,561$38.7M3.19%
13VANGUARD TOTAL BOND MARKET ETF921937835458,625$32.0M2.64%
14VANGUARD S&P SMALL-CAP 600 ETF921932828361,240$31.6M2.61%
15ISHARES MSCI USA VALUE FACTOR ETF46432F388248,953$22.6M1.86%
16HARTFORD MULTIFACTOR DEVELOPED MARKETS EX-US ETF518416102867,013$22.2M1.83%
17ISHARES MSCI USA QUALITY FACTOR ETF46432F339167,327$22.1M1.82%
18STRYKER CORPSYK75,888$20.7M1.71%
19ISHARES MSCI EMERGING MARKETS ETF464287234509,795$19.3M1.60%
20SPDR PORTFOLIO S&P 500 ETF78464A854292,430$14.7M1.21%
21SPDR INDEX SHS FDS S&P INTL SMALL CAP ETF78463X871406,756$11.9M0.98%
22APPLE INCAAPL67,360$11.5M0.95%
23ISHARES AMT-FREE MUNI BOND ETF46428841475,760$7.8M0.64%
24VANGUARD MID CAP 92290862934,347$7.2M0.59%
25VANGUARD GROWTH ETF92290873621,626$5.9M0.49%
26ISHARES 1-3 YR TREASURY BOND ETF46428745770,856$5.7M0.47%
27MICROSOFTMSFT17,319$5.5M0.45%
28ISHARES TR KLD 400 SOCIAL INDEX FD46428857064,781$5.3M0.44%
29UFP TECHNOLOGIES INC COMUFPT30,632$4.9M0.41%
30ISHARES ESG AWARE MSCI EAFE ETF46435G51670,451$4.9M0.40%
31ISHARES MSCI EAFE SMALL CAP ETF46428827385,003$4.8M0.40%
32JOHNSON & JOHNSON COMJNJ29,159$4.5M0.37%
33ISHARES RUSSELL 1000 GROWTH ETF46428761416,674$4.4M0.37%
34PROCTER AND GAMBLE CO COM74271810928,877$4.2M0.35%
35VANGUARD TOTAL WORLD BOND ETF92206C56561,748$4.1M0.34%
36ISHARES MSCI EAFE VALUE ETF46428887778,098$3.8M0.32%
37SPDR BARCLAYS CAPITAL LONG TERM TREASURIES78464A664138,221$3.6M0.30%
38SPDR SER TR LEHMAN INTER TERM TREAS ETF78464A672127,339$3.5M0.29%
39SCHWAB FUNDAMENTAL US LARGE CO. INDEX ETF80852477158,525$3.3M0.27%
40NUVEEN ESG LARGE-CAP VALUE ETFNU90,745$3.0M0.25%
41ISHARES ESG AWARE MSCI USA ETF46435G42532,299$3.0M0.25%
42VANGUARD LARGE CAP92290863715,281$3.0M0.25%
43WISDOMTREE TR INTL LARGECAP DIVID FDWT64,262$2.9M0.24%
44ISHARES MSCI EAFE GROWTH INDEX ETF46428888532,887$2.8M0.23%
45EXXON MOBIL CORP COMXOM23,528$2.8M0.23%
46ISHARES MSCI ACWI EX US46428824054,050$2.5M0.21%
47BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A7,237$2.5M0.21%
48JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF46641Q65447,141$2.4M0.20%
49SPDR S&P 500 ETFSPY5,325$2.3M0.19%
50VANGUARD MEGA CAP GROWTH ETF9219108169,669$2.2M0.18%
51VANGUARD DIVIDEND APPRECIATION ETF92190884413,782$2.1M0.18%
52SALESFORCE COM CRM10,457$2.1M0.17%
53SCHWAB US DIVIDEND EQUITY ETF80852479729,965$2.1M0.17%
54WALMART INC COMWMT12,555$2.0M0.17%
55SPDR SER TR S&P DIVID ETF78464A76317,437$2.0M0.17%
56AMAZON.COM INCAMZN14,193$1.8M0.15%
57ENDAVA PLC ADSDAVA31,200$1.8M0.15%
58ISHARES DJ US TECHNOLOGY46428772116,284$1.7M0.14%
59ORACLE CORPORATIONORCL-PD16,085$1.7M0.14%
60VANGUARD SMALL CAP VALUE ETF92290861110,431$1.7M0.14%
61JPMORGAN CHASE & CO COMVYLD11,057$1.6M0.13%
62WISDOMTREE U.S. MIDCAP DIVIDEND FUNDWT37,821$1.5M0.13%
63UNION PAC CORP COMUNP7,529$1.5M0.13%
64ISHARES ESG AWARE MSCI EM ETF46434G86349,235$1.5M0.12%
65ISHARES CORE S&P MID CAP ETF4642875075,955$1.5M0.12%
66ISHARES MSCI USA MIN VOL FACTOR ETF46429B69719,839$1.4M0.12%
67JPMORGAN U.S. VALUE FACTOR ETF46641Q75341,149$1.4M0.12%
68ISHARES RUSSELL MIDCAP GROWTH ETF46428748115,584$1.4M0.12%
69GOOGLE INCGOOG10,743$1.4M0.12%
70ALPHABET INC CAP STK CL CGOOG10,645$1.4M0.12%
71HOME DEPOTHD4,606$1.4M0.11%
72ISHARES RUSSELL TOP 200 VALUE ETF46428942020,952$1.4M0.11%
73ISHARES S&P 500 GROWTH ETF46428730919,747$1.4M0.11%
74ISHARES ESG AWARE US AGGREGATE BOND ETF46435U54929,473$1.3M0.11%
75AMERICAN TOWER CORP03027X1008,115$1.3M0.11%
76ISHARES MSCI EAFE ETF46428746519,255$1.3M0.11%
77ISHARES TR S&P GLOBAL 100 INDEXFD46428757217,843$1.3M0.11%
78ISHARES MBS BOND ETF46428858814,669$1.3M0.11%
79POWERSHARES QQQ TRIVZ3,613$1.3M0.11%
80PFIZER INC COMPFE36,617$1.2M0.10%
81ISHARES S&P SMALLCAP 600 ETF46428780412,820$1.2M0.10%
82NVIDIA CORPORATION COMNVDA2,713$1.2M0.10%
83PEPSICO INC COMPEP6,467$1.1M0.09%
84FIRST TRUST VALUE LINE DIVIDEND INDEX FUND33734H10628,992$1.1M0.09%
85PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF74348A46711,922$1.1M0.09%
86COMCAST CORP NEW CL ACCZ23,488$1.0M0.09%
87DIMENSIONAL U.S. EQUITY ETF25434V40121,778$1.0M0.08%
88VANGUARD SHORT TERM BOND92193782713,387$1.0M0.08%
89ANALOG DEVICES INC COMADI5,652$989,6420.08%
90MAGNA INTL INC CL A55922240118,415$987,2660.08%
91CONSUMER STAPLES SELECT SECTOR SPDR81369Y30814,109$970,8730.08%
92ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66328,555$960,8930.08%
93ISHARES RUSSELL 1000 VALUE ETF4642875986,088$924,2880.08%
94CISCO SYS INCCSCO16,565$890,5350.07%
95DELTA AIR LINES INC DEL CMNDAL23,857$882,7370.07%
96METLIFE INC COMMET-PF13,688$861,1600.07%
97VANGUARD SMALL CAP ETF9229087514,375$827,2210.07%
98VANGUARD FTSE ALL-WORLD EX-US92204277515,822$820,7030.07%
99SHERWIN WILLIAMS CO COMSHW3,161$806,3160.07%
100JPMORGAN U.S. QUALITY FACTOR ETF46641Q76118,229$788,8110.07%
101INTL BUSINESS MACHINESINTR5,292$742,5610.06%
102ISHARES U.S. INFRASTRUCTURE ETF46435U71320,255$741,1460.06%
103WISDOMTREE U.S. SMALLCAP DIVIDEND FUNDWT26,033$734,1580.06%
104ISHARES CORE TOTAL USD BOND MARKET ETF46434V61316,380$716,0630.06%
105NUVEEN ESG MID-CAP VALUE ETFNU24,754$703,7610.06%
106LOWES COS INC COM5486611073,360$698,5120.06%
107LOCKHEED MARTIN CORPLMT1,696$693,8960.06%
108UNITEDHEALTH GROUPUNH1,345$678,2780.06%
109MCDONALDS CORP COMMCD2,561$674,7650.06%
110ISHARES 1-3 YR CREDIT BOND ETF46428864613,538$674,6380.06%
111CHEVRON CORP NEW COMCVX3,967$668,9970.06%
112RTX CORPORATION COMRTX9,240$665,0210.05%
113ABBVIE INC COMABBV4,297$640,5130.05%
114JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33211,882$636,4100.05%
115VANGUARD S&P SMALL-CAP 600 VALUE ETF9219327788,189$630,9960.05%
116ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF46435G24325,478$605,6310.05%
117NEXTERA ENERGY INC COMNEE-PW10,419$596,9560.05%
118IQ HEDGE MULTI-STRATEGY TRACKER ETF45409B10719,536$586,6940.05%
119NUVEEN ESG MID-CAP GROWTH ETFNU15,938$584,3070.05%
120BANK AMERICA CORP COM06050510421,135$578,6880.05%
121VANGUARD S&P 500 ETF9229083631,455$571,4560.05%
122CIGNA CORP 1255231001,975$565,2210.05%
123MASTERCARD INC MA1,426$564,9540.05%
124ABBOTT LABS COMABLZF5,640$546,2370.05%
125VANGUARD TOTAL INTERNATIONAL BOND ETF92203J40711,146$533,1420.04%
126BERKSHIRE HATHAWAY INC DEL CL ABRK-A1$531,4770.04%
127AMGEN INCAMGN1,965$528,1550.04%
128ISHARES RUSSELL 2000 VALUE4642876303,853$522,3410.04%
129MERCK & CO INCMRK5,072$522,1810.04%
130FMC CORP COM NEWFMC7,703$515,8940.04%
131ELI LILLY & CO COMLLY953$512,3220.04%
132S & P MID CAP 400 DEP RCPTS MID CAPMDY1,096$500,5590.04%
133DISNEY WALT CO COM2546871065,975$484,3080.04%
134CVS HEALTH CORP COMCVS6,898$481,6310.04%
135DIMENSIONAL US MARKETWIDE VALUE ETF25434V72414,100$479,6830.04%
136GENERAL DYNAMICS CORP COMGD2,066$456,5510.04%
137ROCKWELL AUTOMATION INC COMROK1,573$449,7340.04%
138META PLATFORMS INC CL AMETA1,480$444,3110.04%
139VISA INCV1,930$443,9430.04%
140AUTOMATIC DATA PROCESSING INC COMADP1,822$438,3730.04%
141TESLA MOTORS INC TSLA1,726$431,8800.04%
142VERIZON COMMUNICATIONSVZ13,287$430,6450.04%
143ISHARES RUSSELL 2000 ETF4642876552,419$427,6150.04%
144VANGUARD TOTAL STOCK MARKET ETF9229087691,958$415,9150.03%
145AERCAP HOLDINGS NV SHSAER6,457$404,6600.03%
146FINANCIAL SELECT SECTOR SPDR81369Y60512,095$401,2130.03%
147ISHARES TRS&P SHORT TERM NATL MUNICIPAL BD FD4642881583,745$385,2460.03%
148ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF4642882814,642$383,0670.03%
149DIMENSIONAL U.S. SMALL CAP ETF25434V5007,284$382,3370.03%
150AMERICAN EXPRESS CO COMAXP2,552$380,8110.03%
151DIMENSIONAL U.S. TARGETED VALUE ETF25434V6098,247$376,8270.03%
152VANGUARD TAX-EXEMPT BOND ETF9229077467,755$373,0160.03%
153PUBLIC SVC ENTERPRISE GRP INC COM7445731066,473$368,4260.03%
154JPMORGAN ULTRA-SHORT INCOME ETF46641Q8377,209$361,7810.03%
155VANGUARD RUSSELL2000 INDEX FD ETF92206C6645,015$358,3260.03%
156EVERSOURCE ENERGY COMES5,985$348,0380.03%
157ISHARES MORNINGSTAR LARGE GROWTH ETF4642871195,807$346,3930.03%
158AT&T INC COMT-PC22,956$344,8100.03%
159ISHARES TR S&P 100 INDEX FUND4642871011,688$338,7320.03%
160GRANITE REAL ESTATE INC COM NPV ISIN CA3874311093 SEDOL B89VGB23874371146,371$337,9320.03%
161EOG RESOURCES INCEOG2,658$336,9760.03%
162ISHARES 20 YR TREASURY ETF4642874323,610$320,2510.03%
163ISHARES INC MSCI EMUINDEX FD4642866087,523$317,8110.03%
164ISHARES CORE MSCI EMERGING MKTS46434G1036,634$315,7530.03%
165NIKE INC CLASS BNKE3,197$305,7240.03%
166NORFOLK SOUTHERN CRP6558441081,542$303,7600.03%
167HONEYWELL INTL INC4385161061,593$294,3550.02%
168COSTCO WHOLESALE CORP22160K105516$292,0190.02%
169AVAGO TECHNOLOGIES LTDAVGO351$291,8090.02%
170VANGUARD FTSE ALL WORLD EX-US ETF9220427182,683$285,0100.02%
171iShares Intermediate Government/Credit Bond ETF4642886122,559$259,3550.02%
172CONOCOPHILLIPS COMCOP2,159$258,6740.02%
173BIOGEN IDEC INCBIIB984$253,1050.02%
174PPG INDS INC COM6935061071,927$250,1610.02%
175INTEL CORP COMINTC7,019$249,5460.02%
176BLACKSTONE INC COMBX2,308$247,3770.02%
177WASTE MANAGEMENT INC94106L1091,597$243,5670.02%
178COCA COLA CO COMKO4,294$240,4070.02%
179CATERPILLAR INC COMCAT878$239,7960.02%
180STARBUCKS CORPSBUX2,606$237,8970.02%
181ILLINOIS TOOL WKS INC COM4523081091,000$230,5370.02%
182GENERAL MLS INC COM3703341043,586$229,5130.02%
183ISHARES MSCI JAPAN ETF46434G8223,800$229,1290.02%
184SUPER MICRO COMPUTER INC COMSMCI810$222,1180.02%
185ISHARES TREASURY FLOATING RATE BOND ETF46434V8604,301$218,2470.02%
186CHURCH & DWIGHT INCCHD2,348$215,1950.02%
187HARBORONE BANCORP INC NEW COM NEW41165Y10022,421$213,4510.02%
188QUALCOMM INCQCOM1,912$212,3570.02%
189ISHARES S&P 500 VALUE ETF4642874081,375$211,5970.02%
190VANGUARD SHORT TERM CORP BOND FD ETF92206C4092,795$210,0450.02%
191VONTIER CORPORATION COMVNT6,734$208,2440.02%
192SPDR BLOOMBERG 1-3 MONTH T-BILL ETF78468R6632,180$200,2010.02%
193CONSOLIDATED EDISON INC COMED2,334$199,6430.02%
194ISHARES GOLD TRUST ETF IAU5,590$195,6230.02%
195TEXAS INSTRS INC COM8825081041,227$195,1450.02%
196PAYPAL HLDGS INC COMPYPL3,318$193,9700.02%
197PALANTIR TECHNOLOGIES INC CL APLTR12,015$192,2400.02%
198UNITED PARCEL SERVICE INCUPS1,213$189,1490.02%
199NBT BANCORP INC COMNBTB5,968$189,1260.02%
200COLGATE PALMOLIVE CO COMCL2,659$189,1220.02%
201MORGAN STANLEYMS-PQ2,287$186,7930.02%
202NRG ENERGY INC NEWNRG4,847$186,7340.02%
203MICRON TECHNOLOGY INC COMMU2,722$185,2220.02%
204CORECIVIC INC COMCXW16,320$183,6000.02%
205KINDER MORGAN INCEP-PC10,952$181,5920.01%
206SOUTHERN CO COMSOMN2,801$181,3070.01%
207DANAHER CORP 235851102727$180,4870.01%
208ENERGY SELECT SECTOR SPDR81369Y5061,987$179,6460.01%
209EASTERN BANKSHARES INC COMEBC14,271$178,9660.01%
210YUM BRANDS INCYUM1,303$162,8480.01%
211PAYCHEX INCPAYX1,398$161,2600.01%
212DUKE ENERGY CORP NEW COM NEWDUKB1,807$159,5530.01%
213BROOKLINE BANCORP INC CMN11373M10717,335$157,9290.01%
214ISHARES MSCI EMERGING MARKETS EX CHINA ETF46434G7643,151$157,0460.01%
215CROCS INCCROX1,773$156,4320.01%
216ALPS TRUST ETF ALERIAN MLP00162Q4523,694$155,9250.01%
217AMERICAN ELEC PWR CO INC COM0255371012,067$155,5010.01%
218THERMO FISHER SCIENTIFIC INC COMTMO299$151,6910.01%
219SEMPRA ENERGYSREA2,180$148,3400.01%
220DIAGEO PLCDGEAF983$146,7260.01%
221MATERIALS SELECT SECTOR SPDR81369Y1001,856$145,7910.01%
222VANGUARD FINANCIALS ETF92204A4051,777$142,7350.01%
223NUVEEN ESG INTERNATIONAL DEVELOPED MARKETS EQUITY ETFNU5,181$141,5620.01%
224DEERE & CO COMDE367$138,5240.01%
225EMERSON ELEC CO COMEMR1,407$135,9360.01%
226INDEPENDENT BANK CORP MA 4538361082,763$135,6500.01%
227IDEXX LABS INC 45168D104308$134,6790.01%
228AIR PRODS & CHEMS INC COMAIIR472$133,8750.01%
229FISERV INCFISV1,179$133,1800.01%
230AMERIPRISE FINANCIAL INC.03076C106402$132,6380.01%
231GLOBAL PAYMENTS INC 37940X1021,119$129,2310.01%
232TJX COS INC NEW COM8725401091,452$129,0790.01%
233ADOBE SYS INCADBE251$128,2400.01%
234MONDELEZ INTL INC CL A6092071051,812$125,8160.01%
235TECHNOLOGY SELECT SECTOR SPDR81369Y803749$122,8330.01%
236VANGUARD MID CAP GROWTH ETF922908538628$122,3700.01%
237GOLDMAN SACHS GROUP INCGSCE375$121,4780.01%
238COMMUNITY BK SYS INC COMCBU2,860$120,7420.01%
239KIMBERLY-CLARK CORP COMKMB980$118,4540.01%
240BOSTON PPTYS INCBXP1,985$118,0850.01%
241GEN DIGITAL INC COMGENVR6,576$116,2660.01%
242DELL TECHNOLOGIES INC CL CDELL1,685$116,1420.01%
243VANGUARD FTSE DEVELOPED MARKETS ETF9219438582,639$115,3920.01%
244ISHARES CORE S&P US VALUE ETF4642876631,519$113,3950.01%
245STATE STR CORP COMSTT-PG1,681$112,6200.01%
246ISHARES MSCI INTL VALUE FACTOR ETF46435G4094,334$109,9100.01%
247ISHARES IBONDS DEC 2025 TERM CORPORATE ETF46434VBD14,429$107,9420.01%
248CROWDSTRIKE HLDGS INC CL ACRWD644$107,8230.01%
249M & T BK CORP COM55261F104833$105,3860.01%
250MANULIFE FINL CORP56501R1065,691$104,0480.01%
251LIVENT CORP COMLIVG5,571$102,5620.01%
252PNC FINL SVCS GROUP INC COM693475105834$102,4960.01%
253TARGET CORP COMTGT926$102,4140.01%
254GENERAL ELECTRIC CO COM NEW369604301923$102,0410.01%
255CLOROX CO DEL COMCLX751$98,4290.01%
256ISHARES TR MSCI ACWIINDEX FD4642882571,064$98,3380.01%
257ISHARES INC MSCI GLOBAL SILVER MINERS FD46428632711,414$97,8210.01%
258PACER TRENDPILOT US LARGE CAP ETF69374H1052,447$97,8180.01%
259WP CAREY INC COM92936U1091,787$96,6610.01%
260VANGUARD SMALL CAP GROWTH ETF922908595444$95,1170.01%
261INVESCO LARGE CAP GROWTH ETFIVZ1,402$95,1050.01%
262ALNYLAM PHARMACEUTICALS INCALNY527$93,3320.01%
263BUILDERS FIRSTSOURCE INC COMBLDR748$93,1190.01%
264VMWARE INC CL A CLASS A928563402552$91,8970.01%
265CANDEL THERAPEUTICS INC COMCADL97,310$89,5250.01%
266NUCOR CORP COMNUE566$88,5470.01%
267LINDE PLC SHSLIN237$88,3300.01%
268ISHARES GLOBAL TECH ETF4642872911,511$87,4330.01%
269TRAVELERS COMPANIES INC COMTRV534$87,2200.01%
270SYSCO CORP COMSYY1,287$85,0330.01%
271VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF922908512645$84,5370.01%
272MARKET VECTORS ETF TR JR GOLD MINERS ETF NEW92189F7912,615$84,3120.01%
273EA BRIDGEWAY BLUE CHIP ETF EA BRIDGEWAY BLUE CHIP ETF02072L7148,795$84,2580.01%
274CARRIER GLOBAL CORPORATION COMCARR1,509$83,3350.01%
275SPDR DOW JONES INDUSTRIAL ETF78467X109248$83,0720.01%
276PRUDENTIAL FINL INCPUKPF873$82,9280.01%
277ROYAL GOLD INCRGLD772$82,1520.01%
278ROYAL DUTCH SHELL PLC-ADRRYDAF1,215$78,2220.01%
279DRAFTKINGS INC NEW COM CL ADKNG2,584$76,0890.01%
280BRISTOL-MYERS SQUIBB CO COMCELG-RI1,304$75,7200.01%
281ZOETIS INC CL AZTS430$74,8820.01%
282FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF316092808603$74,1390.01%
283L3HARRIS TECHNOLOGIES INC COMLHX423$73,6940.01%
284BOEING CO COMBA-PA381$73,1320.01%
285BECTON DICKINSON & CO COMBDX282$72,9950.01%
286SPDR GOLD ETFGLD425$72,8660.01%
287ISHARES IBOXX CORPORATE BOND ETF464287242697$71,2040.01%
288VANGUARD EUROPEAN 9220428741,224$70,9370.01%
289BLACKROCK INC BLK108$70,4620.01%
290FREEPORT MCMORAN COPPER FCX1,885$70,3220.01%
291ISHARES RUSSELL MIDCAP VALUE INDEX464287473672$70,1910.01%
292CSX CORPCSX2,263$69,5990.01%
293ENTERPRISE BANCORP INC MASS COM2936681092,538$69,4980.01%
294BRIGHTHOUSE FINL INC COM10922N1031,405$68,7610.01%
295TORONTO DOMINION BANKTORO1,138$68,5810.01%
296SCHWAB U.S. LARGE-CAP ETF8085242011,343$67,9690.01%
297PHILLIPS 66PSX564$67,8620.01%
298APPLIED MATLS INC COM038222105487$67,4620.01%
299YUM CHINA HLDGS INC COMYUMC1,202$67,0300.01%
300ACCENTURE LTD BERMUDA CL AACN217$66,9480.01%
301OTIS WORLDWIDE CORP COMOTIS826$66,3820.01%
302VANGUARD RUSSELL 2000 VALUE ETF92206C649554$66,1460.01%
303CITIGROUP INCC-PR1,607$66,1000.01%
304ISHARES GLOBAL CLEAN ENERGY ETF4642882244,520$66,0950.01%
305SPDR ICE PREFERRED SECURITIES ETF78464A2922,022$65,6340.01%
306GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHTIVZ455$64,5560.01%
307ISHARES NASDAQ BIOTECHNOLOGY464287556527$64,5310.01%
308ISHARES DJ US OIL EQUIPMENTINDEX4642888442,635$63,3540.01%
309BROADWIND INC COM NEWBWEN19,687$62,9980.01%
310ISHARES CORE DIVIDEND GROWTH ETF46434V6211,269$62,9000.01%
311ISHARES TIPS BOND ETF464287176605$62,8330.01%
312VALERO ENERGY CORPVLO438$62,1410.01%
313ESSENTIAL UTILS INC COM29670G1021,805$61,9750.01%
314GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF37954Y2931,442$61,1520.01%
315BOSTON SCIENTIFIC CORPBSX1,155$60,9840.01%
316PIONEER NATURAL RESOURCES CO723787107263$60,5480.00%
317CHARLES SCHWAB CORPSCHW-PJ1,094$60,1140.00%
318FIRSTENERGY CORPFE1,747$59,7430.00%
319NEWMONT CORP COMNEMCL1,607$59,4030.00%
320FASTENAL COFAST1,076$58,7960.00%
321UTILITIES SELECT SECTOR SPDR81369Y886996$58,7110.00%
322LAMAR ADVERTISING CO NEW CL ALAMR699$58,4200.00%
323PHILIP MORRIS INTL INC718172109619$57,3750.00%
324VANGUARD TOTAL INTERNATIONAL STOCK ETF9219097681,060$56,7380.00%
325NETFLIX INC COMNFLX150$56,6400.00%
326ETFMG PRIME CYBER SECURITY ETFMG PRIME CYBER SECURITY FUND26924G2011,079$55,7030.00%
327MIDDLESEX WTR CO COM596680108836$55,4330.00%
328BHP GROUP LTD SPONSORED ADSBHPLF971$55,2740.00%
329INTERCONTINENTAL EXCHANGE INC COM45866F104501$55,2060.00%
330SCHLUMBERGER LTD COM STKSLB939$54,7950.00%
331INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETFIVZ1,137$54,7600.00%
332WISDOMTREE CYBERSECURITY FUNDWT2,645$54,0410.00%
333FIRST TRUST NASDAQ CYBERSECURITY ETF33734X8461,176$53,4310.00%
334NOVO-NORDISK A/S ADR ADR CMNNONOF581$52,8870.00%
335AFLAC INC COMAFL675$51,8820.00%
336LAS VEGAS SANDS CORPLVS1,114$51,0870.00%
337PROLOGIS INC. COMPLDGP455$51,0620.00%
338MARRIOTT INTL INC 571903202258$50,8480.00%
339HERSHEY CO COMHSY252$50,4940.00%
340ONEOK INC NEW COMOKE795$50,4410.00%
341EXELON CORP COMEXC1,321$49,9560.00%
342SPDR S&P AEROSPACE & DEFENSE ETF78464A631444$49,7970.00%
343CHUBB LIMITED COMCB238$49,6750.00%
344CONSTELLATION ENERGY CORP COMCEG440$48,0160.00%
345VANGUARD HIGH DIVIDEND YIELD921946406463$47,9090.00%
346SCHWAB FUNDAMENTAL US BROAD MARKET INDEX ETF808524789867$47,7750.00%
347SCHWAB INTERNATIONAL EQUITY ETF8085248051,396$47,4090.00%
348VANGUARD REIT INDEX ETF922908553614$46,4820.00%
349OSHKOSH CORP COMOSK483$46,1470.00%
350MUELLER WTR PRODS INC COM SER A6247581083,615$45,8420.00%
351ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF46432F834763$45,7970.00%
352FIDELITY NASDAQ COMPOSITE INDEX ETF315912808865$44,9940.00%
353ISHARES RUSSELL 2000 GROWTH INDEX 464287648199$44,6890.00%
354PROGRESSIVE CORP COM743315103319$44,4400.00%
355ROPER INDUSTRIES INCROP91$44,4270.00%
356UNIVERSAL DISPLAY CORP COMOLED282$44,3590.00%
357ALTRIA GROUP INC COMMO1,052$44,2720.00%
358HARROW INC COMHROW3,066$44,0580.00%
359VANGUARD TOTAL WORLD STOCK ETF922042742470$43,8170.00%
360NUVEEN ESG EMERGING MARKETS EQUITY ETFNU1,659$43,5180.00%
361GILEAD SCIENCES INCGILD578$43,3810.00%
362WESTROCK CO COMWEST1,195$42,8170.00%
363NUVEEN AMT FREE QLTY MUN INCME COMNU4,417$42,7590.00%
364NORTHROP GRUMMAN CORP COMNOC96$42,5590.00%
365ANDERSONS INC COMANDE814$41,9560.00%
366CADENCE DESIGN SYSTEM INC COMCDNS179$41,9400.00%
367IMPERIAL OIL LTD COM NEW ISIN CA4530384086IMO679$41,8380.00%
368ARK INNOVATION ETF00214Q1041,050$41,6820.00%
369BANK NEW YORK MELLON CORP COM064058100969$41,3660.00%
370ALLSTATE CORPALL-PJ370$41,2510.00%
371FEDEX CORPFDX154$40,9250.00%
372DOMINION RESOURCES INCD908$40,5670.00%
373BROOKFIELD CORP CL A LTD VT SH11271J1071,284$40,1620.00%
374ISHARES U.S. ETF TRUST ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF46431W8531,373$40,0480.00%
375DEVON ENERGY CORP 25179M103838$39,9730.00%
376ISHARES TR MID GRWTH INDX ETF464288307689$39,4000.00%
377IQVIA HLDGS INC COMIQV200$39,3500.00%
378DUPONT DE NEMOURS INC COMDD521$38,9210.00%
379HENRY SCHEIN INC COMHSIC520$38,6100.00%
380KRANESHARES GLOBAL CARBON STRATEGY ETF5007676781,051$37,9730.00%
381SIMON PROPERTY GROUP INC828806109349$37,7750.00%
382CROWN CASTLE INTL CORPCCI400$36,8140.00%
383PULTE GROUP INC COM745867101490$36,3300.00%
384ISHARES EUROPE 350 INDEX464287861758$36,1790.00%
385UNILEVER PLC SPON ADR NEWUNLYF730$36,0940.00%
386T-MOBILE US INC COMTMUSZ256$35,8530.00%
387ISHARES U.S. TREASURY BOND ETF46429B2671,598$35,2230.00%
388AON CORPAON108$35,1380.00%
389EATON CORP PLC SHSETN164$35,1040.00%
390ISHARES MSCI USA SIZE FACTOR ETF46432F370294$34,5130.00%
391CUMMINS INC COMCMI151$34,5030.00%
392TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD874039100396$34,4220.00%
393POWERSHARES INTL DIVID ACHIEVERS PORTIVZ2,055$34,3530.00%
394BIO-TECHNE CORP COMTECH500$34,0920.00%
395NVENT ELECTRIC PLC SHSNVT630$33,3840.00%
396PALO ALTO NETWORKS INC COMPANW141$33,0560.00%
397WELLS FARGO CO NEW COM949746101803$32,8190.00%
398ELEVANCE HEALTH INC COMELV74$32,6350.00%
399ISHARES MSCI USA MOMENTUM FACTOR ETF46432F396233$32,6180.00%
400EQUINIX INC COMEQIX44$32,2760.00%
401CORTEVA INC COMCTVA622$31,8350.00%
402NOVARTIS AG ADRNVSEF310$31,6190.00%
403GLOBAL X INTERNET OF THINGS ETF37954Y7801,018$31,1930.00%
404INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ2,076$31,0360.00%
405ISHARES DJ SELECT DIVIDEND464287168285$30,7850.00%
406TECK RESOURCES LTD CL BTCKRF710$30,5960.00%
407AMERICA MOVIL SERIES L ADRAMXOF1,764$30,5550.00%
4083M CO COMMMM324$30,4250.00%
409WARNER BROS DISCOVERY INC COM SER AWBD2,800$30,4080.00%
410PENTAIR PLC SHSPNR469$30,3680.00%
411NATIONAL GRID TRANSCO PLCNMPWP497$30,1850.00%
412ARCHER DANIELS MIDLAND CO COMADM399$30,1000.00%
413ATMOS ENERGY CORPATO282$29,9630.00%
414SPDR GOLD MINISHARES TRUSTGLDW804$29,4810.00%
415DOW INC COMDOW567$29,2840.00%
416FIRST TRUST TECHNOLOGY ALPHADEX FUND33734X176263$29,2830.00%
417TETRA TECH INC NEW COMTTEK192$29,2460.00%
418CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 81369Y407181$29,2160.00%
419VANGUARD INFORMATION TECHNOLOGY92204A70270$29,0650.00%
420MEDTRONIC PLC SHSMDT369$28,9900.00%
421TOAST INC CL ATOST1,539$28,8250.00%
422MARATHON PETE CORPMARA189$28,7450.00%
423RIO TINTO PLC SPON ADRRTNTF449$28,6120.00%
424POWERSHARES FTSE RAFI US 1500 S/M PTIVZ866$28,5860.00%
425ISHARES ROBOTICS AND ARTIFICIAL INTELLIGENCE MULTISECTOR ETF46435U556933$28,5240.00%
426UNITED RENTALS INC COMURI62$27,8420.00%
427ISHARES GNMA BOND ETF46429B333665$27,7850.00%
428IRON MTN INC DEL COM46284V101464$27,5890.00%
429SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A359404$27,4240.00%
430PARKER-HANNIFIN CORP COMPH70$27,2770.00%
431CENCORA INC COMCOR151$27,2490.00%
432HUNTINGTON BANCSHARES INC COMHBANP2,604$27,0870.00%
433SERVICENOW INC COMNOW48$26,8300.00%
434FIDELITY NATL INFO SVCS 31620M106484$26,7560.00%
435TRANE TECHNOLOGIES PLC SHSTT131$26,7190.00%
436GALLAGHER ARTHUR J &CO363576109117$26,6860.00%
437BIOMARIN PHARMACEUTICAL INCBMRN300$26,5440.00%
438POWERSHARES SP500 LOW VOLATILITY ETFIVZ448$26,3480.00%
439VULCAN MATLS CO COM929160109130$26,3090.00%
440KLA-TENCOR CORP KLAC55$25,5900.00%
441GIBRALTAR INDS INC COM374689107378$25,5190.00%
442ISHARES CURRENCY HEDGED MSCI EAFE ETF46434V803845$25,4600.00%
443GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETFNVGLF846$25,4150.00%
444NUVEEN MUN VALUE FDNU3,038$25,1010.00%
445CHARTER COMMUNICATIONS INC NEW CL A16119P10857$25,0700.00%
446UFP INDUSTRIES INC COMUFPI244$25,0510.00%
447ARK FINTECH INNOVATION ETF00214Q7081,282$24,8200.00%
448OLIN CORP COM PAR USD1OLN494$24,7360.00%
449FIDELITY NATIONAL FINANCIAL IN FNF GROUP COMFNF594$24,5410.00%
450ASTRAZENECA PLC- SPONS ADRAZN356$24,1080.00%
451CELANESE CORPORATIONCE191$24,0580.00%
452ISHARES JPX-NIKKEI 400 ETF464287382372$23,8740.00%
453NUVEEN ESG SMALL-CAP ETFNU681$23,7290.00%
454VANGUARD INTERMEDIATE-TERM BOND ETF921937819326$23,5980.00%
455SCHWAB U.S. BROAD MARKET ETF808524102456$22,7510.00%
456SAFETY SHOT INC COM NEW48208F10515,000$22,4250.00%
457S&P GLOBAL INC COMSPGI61$22,3330.00%
458HILTON WORLDWIDE HLDGS INC COMHLT148$22,2270.00%
459GLOBAL X FINTECH ETF37954Y8141,103$22,2250.00%
460NUTRIEN LTD COMNTR359$22,2070.00%
461GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF37954Y715895$22,1310.00%
462WAYFAIR INC CL AW363$21,9870.00%
463INTUIT INCINTU42$21,8710.00%
464ATLASSIAN CORPORATION CL ATEAM107$21,6460.00%
465ISHARES DOW JONES US CONSUMER GOODS464287812115$21,4560.00%
466SNOWFLAKE INC CL ASNOW139$21,3070.00%
467ISHARES TR MID VAL INDEX ETF464288406347$21,0320.00%
468HALLIBURTON CO COMHAL510$20,6930.00%
469MCKESSON CORPMCK47$20,6650.00%
470FRANCO NEV CORP COMFNV153$20,4820.00%
471HESS CORP COMHESM133$20,4740.00%
472FIDELITY MSCI HEALTH CARE INDEX ETF316092600337$20,4400.00%
473CORNING INC COMGLW669$20,4130.00%
474PROSHARES S&P 500 EX-FINANCIALS ETF74347B573220$20,4030.00%
475CALIFORNIA WTR SVC GROUP COM130788102429$20,3240.00%
476US BANCORP DEL COM NEWUSB-PS609$20,1590.00%
477CIVITAS RESOURCES INC COM NEW17888H103248$20,0670.00%
478ARISTA NETWORKS INC COMANET108$19,8640.00%
479ECOLAB INC COMECL116$19,7220.00%
480FORD MOTOR COMPANY3453708601,587$19,7150.00%
481T ROWE PRICE GROUP INCTROW187$19,6720.00%
482ISHARES SILVER TRUST ETFSLV954$19,4040.00%
483WALGREENS BOOTS ALLIANCE INC COM931427108865$19,2480.00%
484POWERSHARES GLOBAL PREFERRED ETFIVZ1,751$19,1820.00%
485NUVEEN MASSACHUSETS QLT MUN FD COMNU2,020$19,1520.00%
486KKR & CO INC COMKKRT304$18,7460.00%
487SHOPIFY INC CL ASHOP340$18,5540.00%
488ISHARES S&P MIDCAP 400 GROWTH INDEX464287606256$18,4930.00%
489UBER TECHNOLOGIES INC COMUBER400$18,3960.00%
490TELUS CORPORATION COMTU1,121$18,3200.00%
491SPDR SER TR DJ WILSHIRE MID CAP GROWTH ETF78464A821260$17,9840.00%
492VERTEX PHARMACEUTICALS INVRTX51$17,7350.00%
493DISCOVER FINANCIAL SERVICES LLC254709108203$17,6030.00%
494REPLIGEN CORP COMRGEN110$17,4910.00%
495FEDERATED INVS PA CL B CLASS BFHI514$17,4300.00%
496BLOCK INC CL ABSQKZ393$17,3940.00%
497SCHWAB U.S. SMALL-CAP ETF808524607414$17,1610.00%
498GE HEALTHCARE TECHNOLOGIES INC COMMON STOCKGEHC250$17,0200.00%
499ISHARES TR RUSSELL 1000 INDEX ETF46428762272$16,9220.00%
500CLEARWAY ENERGY INC CL ACWEN-A837$16,6850.00%