13F HOLDINGS REPORT
Wealthspire Advisors, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001646247-25-000006
Total Value
$19.13B
Positions
3,187
Other Managers
0
Confidential Omitted
No
Holdings (500)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | iShares Core S&P 500 ETF | 464287200 | 2,628,886 | $1.76B | 9.32% |
| 2 | ISHARES TR | 464287200 | 2,628,886 | $1.76B | 9.32% |
| 3 | VANGUARD TAX-MANAGED FDS | 921943858 | 12,537,411 | $751.2M | 3.98% |
| 4 | Vanguard MSCI EAFE ETF | 921943858 | 12,537,411 | $751.2M | 3.98% |
| 5 | Vanguard S&P 500 ETF | 922908363 | 1,154,810 | $707.2M | 3.75% |
| 6 | VANGUARD INDEX FDS | 922908363 | 1,154,810 | $707.2M | 3.75% |
| 7 | ISHARES TR | 464287507 | 7,459,035 | $486.8M | 2.58% |
| 8 | iShares Core S&P Mid-Cap ETF | 464287507 | 7,459,035 | $486.8M | 2.58% |
| 9 | Vanguard Total Intl Stock Idx ETF | 921909768 | 5,516,078 | $405.2M | 2.15% |
| 10 | VANGUARD STAR FDS | 921909768 | 5,516,078 | $405.2M | 2.15% |
| 11 | SCHWAB STRATEGIC TR | 808524797 | 14,140,671 | $386.0M | 2.04% |
| 12 | Schwab US Dividend Equity | 808524797 | 14,140,671 | $386.0M | 2.04% |
| 13 | Vanguard Total Stock Market ETF | 922908769 | 1,004,722 | $329.7M | 1.75% |
| 14 | VANGUARD INDEX FDS | 922908769 | 1,004,722 | $329.7M | 1.75% |
| 15 | DIMENSIONAL ETF TRUST | 25434V708 | 7,678,851 | $296.2M | 1.57% |
| 16 | SPDR S&P 500 ETF TR | SPY | 441,443 | $294.1M | 1.56% |
| 17 | Schwab International Equity ETF | 808524805 | 10,794,517 | $251.3M | 1.33% |
| 18 | SCHWAB STRATEGIC TR | 808524805 | 10,794,517 | $251.3M | 1.33% |
| 19 | VANGUARD INTL EQUITY INDEX F | 922042858 | 4,463,539 | $241.8M | 1.28% |
| 20 | Vanguard FTSE Emerging Markets ETF | 922042858 | 4,463,539 | $241.8M | 1.28% |
| 21 | Vanguard Large Growth ETF | 922908736 | 461,442 | $221.3M | 1.17% |
| 22 | VANGUARD INDEX FDS | 922908736 | 461,442 | $221.3M | 1.17% |
| 23 | ISHARES TR | 464287804 | 1,857,436 | $220.7M | 1.17% |
| 24 | iShares Core S&P Small-Cap ETF | 464287804 | 1,857,436 | $220.7M | 1.17% |
| 25 | ISHARES TR | 46434V613 | 4,389,443 | $205.0M | 1.09% |
| 26 | Vanguard Short-Term Infl-Prot Secs ETF | 922020805 | 3,793,742 | $192.1M | 1.02% |
| 27 | VANGUARD MALVERN FDS | 922020805 | 3,793,742 | $192.1M | 1.02% |
| 28 | Vanguard Midcap ETF | 922908629 | 603,930 | $177.4M | 0.94% |
| 29 | VANGUARD INDEX FDS | 922908629 | 603,930 | $177.4M | 0.94% |
| 30 | Vanguard Extended Market ETF | 922908652 | 823,166 | $172.3M | 0.91% |
| 31 | VANGUARD INDEX FDS | 922908652 | 823,166 | $172.3M | 0.91% |
| 32 | Vanguard Large Cap ETF | 922908637 | 520,486 | $160.2M | 0.85% |
| 33 | VANGUARD INDEX FDS | 922908637 | 520,486 | $160.2M | 0.85% |
| 34 | APPLE INC | AAPL | 442,634 | $112.7M | 0.60% |
| 35 | ISHARES INC | 46434G103 | 1,704,967 | $112.4M | 0.60% |
| 36 | MICROSOFT CORP | MSFT | 215,492 | $111.6M | 0.59% |
| 37 | Vanguard Small Cap ETF | 922908751 | 396,864 | $100.9M | 0.53% |
| 38 | VANGUARD INDEX FDS | 922908751 | 396,864 | $100.9M | 0.53% |
| 39 | INVESCO QQQ TR | IVZ | 141,025 | $84.7M | 0.45% |
| 40 | DIMENSIONAL ETF TRUST | 25434V302 | 2,627,858 | $82.9M | 0.44% |
| 41 | AON PLC | AON | 230,857 | $82.3M | 0.44% |
| 42 | FIRST TR EXCHANGE-TRADED FD | 33738D101 | 2,113,202 | $80.9M | 0.43% |
| 43 | DIMENSIONAL ETF TRUST | 25434V203 | 2,165,300 | $78.7M | 0.42% |
| 44 | Vanguard FTSE All-Wld ex-US ETF | 922042775 | 1,102,371 | $78.7M | 0.42% |
| 45 | VANGUARD INTL EQUITY INDEX F | 922042775 | 1,102,371 | $78.7M | 0.42% |
| 46 | SCHWAB STRATEGIC TR | 808524201 | 2,865,428 | $75.5M | 0.40% |
| 47 | Schwab US Large-Cap ETF | 808524201 | 2,865,428 | $75.5M | 0.40% |
| 48 | ISHARES TR | 46434V860 | 1,457,611 | $73.7M | 0.39% |
| 49 | ISHARES TR | 46432F842 | 820,116 | $71.6M | 0.38% |
| 50 | DIMENSIONAL ETF TRUST | 25434V658 | 2,538,625 | $69.3M | 0.37% |
| 51 | ISHARES TR | 46432F834 | 820,387 | $67.7M | 0.36% |
| 52 | SPDR SERIES TRUST | 78464A854 | 794,573 | $62.2M | 0.33% |
| 53 | ISHARES TR | 46435G250 | 1,299,739 | $62.2M | 0.33% |
| 54 | CME GROUP INC | CME | 225,273 | $60.9M | 0.32% |
| 55 | MORGAN STANLEY ETF TRUST | MS-PQ | 716,309 | $58.6M | 0.31% |
| 56 | Vanguard Value ETF | 922908744 | 290,255 | $54.1M | 0.29% |
| 57 | VANGUARD INDEX FDS | 922908744 | 290,255 | $54.1M | 0.29% |
| 58 | VANGUARD INDEX FDS | 922908595 | 178,601 | $53.2M | 0.28% |
| 59 | Vanguard Small Cap Growth ETF | 922908595 | 178,601 | $53.2M | 0.28% |
| 60 | iShares MSCI EAFE ETF | 464287465 | 555,733 | $51.9M | 0.27% |
| 61 | ISHARES TR | 464287465 | 555,733 | $51.9M | 0.27% |
| 62 | ISHARES TR | 464288414 | 486,302 | $51.8M | 0.27% |
| 63 | iShares S&P National AMT-Free Muni | 464288414 | 486,302 | $51.8M | 0.27% |
| 64 | Vanguard Bond Index ETF | 921937835 | 675,838 | $50.3M | 0.27% |
| 65 | VANGUARD BD INDEX FDS | 921937835 | 675,838 | $50.3M | 0.27% |
| 66 | PROSHARES TR | 74348A467 | 485,744 | $50.1M | 0.27% |
| 67 | iShares Russell 1000 Growth | 464287614 | 103,948 | $48.7M | 0.26% |
| 68 | ISHARES TR | 464287614 | 103,948 | $48.7M | 0.26% |
| 69 | ALPHABET INC | GOOG | 182,307 | $44.4M | 0.24% |
| 70 | NVIDIA CORPORATION | NVDA | 231,518 | $43.2M | 0.23% |
| 71 | Dimensional U.S. Core Equity Market ETF | 25434V104 | 829,947 | $38.0M | 0.20% |
| 72 | AMAZON COM INC | AMZN | 172,564 | $37.9M | 0.20% |
| 73 | VANGUARD INDEX FDS | 922908611 | 179,733 | $37.5M | 0.20% |
| 74 | Vanguard Small Cap Value ETF | 922908611 | 179,733 | $37.5M | 0.20% |
| 75 | ISHARES TR | 46435G268 | 499,962 | $36.9M | 0.20% |
| 76 | VANGUARD MUN BD FDS | 922907746 | 719,371 | $36.0M | 0.19% |
| 77 | Vanguard Tax Exempt Bond ETF | 922907746 | 719,371 | $36.0M | 0.19% |
| 78 | VANGUARD SCOTTSDALE FDS | 92206C409 | 425,750 | $34.0M | 0.18% |
| 79 | WISDOMTREE TR | WT | 660,003 | $33.2M | 0.18% |
| 80 | ISHARES TR | 464287622 | 87,213 | $31.9M | 0.17% |
| 81 | iShares Russell 1000 Index | 464287622 | 87,213 | $31.9M | 0.17% |
| 82 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 63,392 | $31.9M | 0.17% |
| 83 | SCHWAB STRATEGIC TR | 808524706 | 947,618 | $31.6M | 0.17% |
| 84 | Schwab Emerging Market Equities ETF | 808524706 | 947,618 | $31.6M | 0.17% |
| 85 | iShares ESG U.S. Aggregate Bond ETF | 46435U549 | 639,712 | $30.7M | 0.16% |
| 86 | MORGAN STANLEY ETF TRUST | MS-PQ | 405,854 | $27.7M | 0.15% |
| 87 | ISHARES TR | 464288372 | 429,442 | $26.2M | 0.14% |
| 88 | INVESCO EXCHANGE TRADED FD T | IVZ | 135,261 | $25.7M | 0.14% |
| 89 | VANGUARD INTL EQUITY INDEX F | 922042742 | 183,780 | $25.3M | 0.13% |
| 90 | Vanguard Total World Stock ETF | 922042742 | 183,780 | $25.3M | 0.13% |
| 91 | ISHARES TR | 464287655 | 98,965 | $23.9M | 0.13% |
| 92 | iShares Russell 2000 Index | 464287655 | 98,965 | $23.9M | 0.13% |
| 93 | JPMORGAN CHASE & CO. | VYLD | 74,281 | $23.4M | 0.12% |
| 94 | ALPHABET INC | GOOG | 94,820 | $23.1M | 0.12% |
| 95 | Vanguard REIT Index ETF | 922908553 | 239,070 | $21.9M | 0.12% |
| 96 | VANGUARD INDEX FDS | 922908553 | 239,070 | $21.9M | 0.12% |
| 97 | SPDR GOLD TR | GLD | 56,150 | $20.0M | 0.11% |
| 98 | VANGUARD WHITEHALL FDS | 921946406 | 139,711 | $19.7M | 0.10% |
| 99 | Vanguard High Dividend | 921946406 | 139,711 | $19.7M | 0.10% |
| 100 | iShares Russell Midcap Growth | 464287481 | 136,513 | $19.4M | 0.10% |
| 101 | ISHARES TR | 464287481 | 136,513 | $19.4M | 0.10% |
| 102 | iShares Russell Midcap Blend | 464287499 | 195,108 | $18.8M | 0.10% |
| 103 | ISHARES TR | 464287499 | 195,108 | $18.8M | 0.10% |
| 104 | TESLA INC | TSLA | 41,533 | $18.5M | 0.10% |
| 105 | META PLATFORMS INC | META | 25,039 | $18.4M | 0.10% |
| 106 | ISHARES TR | 464287226 | 183,131 | $18.4M | 0.10% |
| 107 | iShares Barclays Aggregate Bond | 464287226 | 183,131 | $18.4M | 0.10% |
| 108 | iShares Russell 3000 Index | 464287689 | 48,371 | $18.3M | 0.10% |
| 109 | ISHARES TR | 464287689 | 48,371 | $18.3M | 0.10% |
| 110 | iShares S&P Midcap 400/BARRA Value | 464287705 | 132,756 | $17.2M | 0.09% |
| 111 | ISHARES TR | 464287705 | 132,756 | $17.2M | 0.09% |
| 112 | ACCENTURE PLC IRELAND | ACN | 69,550 | $17.2M | 0.09% |
| 113 | ROCKET COS INC | 77311W101 | 877,997 | $17.0M | 0.09% |
| 114 | FIRST TR EXCHNG TRADED FD VI | 33740F276 | 856,106 | $17.0M | 0.09% |
| 115 | ISHARES TR | 46432F339 | 86,729 | $16.9M | 0.09% |
| 116 | ISHARES TR | 464287309 | 139,108 | $16.8M | 0.09% |
| 117 | iShares SP 500 Growth Index | 464287309 | 139,108 | $16.8M | 0.09% |
| 118 | iShares Russell 1000 Value Index | 464287598 | 80,467 | $16.4M | 0.09% |
| 119 | ISHARES TR | 464287598 | 80,467 | $16.4M | 0.09% |
| 120 | JOHNSON & JOHNSON | JNJ | 83,643 | $15.5M | 0.08% |
| 121 | ISHARES TR | 464287648 | 48,336 | $15.5M | 0.08% |
| 122 | COSTCO WHSL CORP NEW | 22160K105 | 16,456 | $15.2M | 0.08% |
| 123 | EXXON MOBIL CORP | XOM | 134,377 | $15.2M | 0.08% |
| 124 | Vanguard Mid Cap Growth | 922908538 | 50,863 | $14.9M | 0.08% |
| 125 | VANGUARD INDEX FDS | 922908538 | 50,863 | $14.9M | 0.08% |
| 126 | PUTNAM ETF TRUST | 746729300 | 328,659 | $14.0M | 0.07% |
| 127 | BROADCOM INC | AVGO | 40,954 | $13.5M | 0.07% |
| 128 | ISHARES TR | 464287630 | 75,633 | $13.4M | 0.07% |
| 129 | iShares Core S&P Total US Stock Market E | 464287150 | 91,595 | $13.3M | 0.07% |
| 130 | ISHARES TR | 464287150 | 91,595 | $13.3M | 0.07% |
| 131 | DIMENSIONAL ETF TRUST | 25434V401 | 184,108 | $13.3M | 0.07% |
| 132 | SCHWAB STRATEGIC TR | 808524102 | 501,136 | $12.9M | 0.07% |
| 133 | Schwab US Broad Market ETF | 808524102 | 501,136 | $12.9M | 0.07% |
| 134 | Vanguard FTSE Europe ETF | 922042874 | 155,409 | $12.4M | 0.07% |
| 135 | VANGUARD INTL EQUITY INDEX F | 922042874 | 155,409 | $12.4M | 0.07% |
| 136 | iShares ESG 1-5 Year USD Corp Bd ETF | 46435G243 | 489,462 | $12.4M | 0.07% |
| 137 | Schwab U.S. TIPS | 808524870 | 452,896 | $12.2M | 0.06% |
| 138 | SCHWAB STRATEGIC TR | 808524870 | 452,896 | $12.2M | 0.06% |
| 139 | ISHARES TR | 46429B663 | 97,295 | $11.9M | 0.06% |
| 140 | FLEXSHARES TR | FLEX | 147,744 | $11.7M | 0.06% |
| 141 | ABBVIE INC | ABBV | 50,381 | $11.7M | 0.06% |
| 142 | METSERA INC | 59267L107 | 213,085 | $11.2M | 0.06% |
| 143 | WISDOMTREE TR | WT | 123,201 | $11.0M | 0.06% |
| 144 | Procter & Gamble Co | 742718109 | 70,844 | $10.9M | 0.06% |
| 145 | PROCTER AND GAMBLE CO | 742718109 | 70,844 | $10.9M | 0.06% |
| 146 | ISHARES TR | 46435G516 | 113,250 | $10.5M | 0.06% |
| 147 | FLEXSHARES TR | FLEX | 366,817 | $10.5M | 0.06% |
| 148 | VANGUARD INDEX FDS | 922908512 | 59,235 | $10.3M | 0.05% |
| 149 | INVESCO EXCHANGE TRADED FD T | IVZ | 220,956 | $10.0M | 0.05% |
| 150 | SPDR SERIES TRUST | 78464A409 | 94,153 | $9.8M | 0.05% |
| 151 | PHILIP MORRIS INTL INC | 718172109 | 59,913 | $9.7M | 0.05% |
| 152 | ISHARES TR | 46435G425 | 65,956 | $9.6M | 0.05% |
| 153 | SCHWAB STRATEGIC TR | 808524607 | 340,942 | $9.5M | 0.05% |
| 154 | Schwab US Small Cap ETF | 808524607 | 340,942 | $9.5M | 0.05% |
| 155 | VANGUARD BD INDEX FDS | 921937827 | 119,921 | $9.5M | 0.05% |
| 156 | Vanguard Short Term Bond Index | 921937827 | 119,921 | $9.5M | 0.05% |
| 157 | COCA COLA CO | KO | 142,034 | $9.4M | 0.05% |
| 158 | SPDR SERIES TRUST | 78464A847 | 163,918 | $9.4M | 0.05% |
| 159 | HOME DEPOT INC | HD | 22,640 | $9.2M | 0.05% |
| 160 | DIMENSIONAL ETF TRUST | 25434V724 | 204,098 | $9.1M | 0.05% |
| 161 | Chevron Texaco Corp | CVX | 57,533 | $8.9M | 0.05% |
| 162 | CHEVRON CORP NEW | CVX | 57,533 | $8.9M | 0.05% |
| 163 | INTERNATIONAL BUSINESS MACHS | INTR | 31,527 | $8.9M | 0.05% |
| 164 | International Business Machines | INTR | 31,527 | $8.9M | 0.05% |
| 165 | SPDR SERIES TRUST | 78464A284 | 356,210 | $8.9M | 0.05% |
| 166 | SPDR S&P MIDCAP 400 ETF TR | MDY | 14,893 | $8.9M | 0.05% |
| 167 | VANGUARD WORLD FD | 92204A207 | 41,139 | $8.8M | 0.05% |
| 168 | Vanguard Dividend Appreciation ETF | 921908844 | 40,447 | $8.7M | 0.05% |
| 169 | VANGUARD SPECIALIZED FUNDS | 921908844 | 40,447 | $8.7M | 0.05% |
| 170 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 12 | $8.7M | 0.05% |
| 171 | GOLDMAN SACHS ETF TR | NVGLF | 65,458 | $8.5M | 0.05% |
| 172 | NETFLIX INC | NFLX | 6,934 | $8.3M | 0.04% |
| 173 | MASTERCARD INCORPORATED | MA | 14,165 | $8.1M | 0.04% |
| 174 | PALANTIR TECHNOLOGIES INC | PLTR | 43,739 | $8.0M | 0.04% |
| 175 | VISA INC | V | 23,368 | $8.0M | 0.04% |
| 176 | WALMART INC | WMT | 76,915 | $7.9M | 0.04% |
| 177 | Wal-Mart Stores Inc | WMT | 76,915 | $7.9M | 0.04% |
| 178 | ISHARES BITCOIN TRUST ETF | IBIT | 121,367 | $7.9M | 0.04% |
| 179 | SPDR SERIES TRUST | 78464A763 | 56,128 | $7.9M | 0.04% |
| 180 | DIMENSIONAL ETF TRUST | 25434V765 | 241,080 | $7.3M | 0.04% |
| 181 | GE AEROSPACE | 369604301 | 22,770 | $6.9M | 0.04% |
| 182 | General Electric Co | 369604301 | 22,770 | $6.9M | 0.04% |
| 183 | MCDONALDS CORP | MCD | 21,390 | $6.5M | 0.03% |
| 184 | ISHARES TR | 464287408 | 31,476 | $6.5M | 0.03% |
| 185 | iShares S&P 500/BARRA Value Index | 464287408 | 31,476 | $6.5M | 0.03% |
| 186 | PIMCO ETF TR | 72201R569 | 130,885 | $6.5M | 0.03% |
| 187 | DIMENSIONAL ETF TRUST | 25434V880 | 205,537 | $6.4M | 0.03% |
| 188 | VANGUARD WORLD FD | 921910840 | 45,013 | $6.2M | 0.03% |
| 189 | VANGUARD WORLD FD | 921910840 | 45,013 | $6.2M | 0.03% |
| 190 | ISHARES TR | 46429B267 | 267,153 | $6.2M | 0.03% |
| 191 | ORACLE CORP | ORCL-PD | 21,927 | $6.2M | 0.03% |
| 192 | ELI LILLY & CO | LLY | 8,024 | $6.1M | 0.03% |
| 193 | WISDOMTREE TR | WT | 124,102 | $6.1M | 0.03% |
| 194 | VERIZON COMMUNICATIONS INC | VZ | 138,704 | $6.1M | 0.03% |
| 195 | Dimensional US Core Equity 1 ETF | 25434V625 | 83,366 | $6.0M | 0.03% |
| 196 | EATON VANCE MUN BD FD | ETN | 603,279 | $6.0M | 0.03% |
| 197 | NEUBERGER BERMAN ETF TRUST | 64135A705 | 220,285 | $5.9M | 0.03% |
| 198 | INVESCO EXCH TRADED FD TR II | IVZ | 200,897 | $5.5M | 0.03% |
| 199 | BYRNA TECHNOLOGIES INC | BYRN | 245,114 | $5.4M | 0.03% |
| 200 | SPDR SERIES TRUST | 78468R721 | 116,577 | $5.3M | 0.03% |
| 201 | ISHARES INC | 46434G863 | 120,491 | $5.2M | 0.03% |
| 202 | PEPSICO INC | PEP | 37,080 | $5.2M | 0.03% |
| 203 | SCHWAB STRATEGIC TR | 808524508 | 174,837 | $5.2M | 0.03% |
| 204 | Schwab US Mid Cap Etf | 808524508 | 174,837 | $5.2M | 0.03% |
| 205 | ABBOTT LABS | ABLZF | 38,623 | $5.2M | 0.03% |
| 206 | ISHARES TR | 46434V647 | 201,569 | $5.2M | 0.03% |
| 207 | ISHARES TR | 464288158 | 47,967 | $5.1M | 0.03% |
| 208 | iShares Short-Term National Muni Bd ETF | 464288158 | 47,967 | $5.1M | 0.03% |
| 209 | GOLDMAN SACHS GROUP INC | GSCE | 6,239 | $5.0M | 0.03% |
| 210 | SELECT SECTOR SPDR TR | 81369Y803 | 17,604 | $5.0M | 0.03% |
| 211 | ALTRIA GROUP INC | MO | 74,788 | $4.9M | 0.03% |
| 212 | BANK AMERICA CORP | 060505104 | 95,462 | $4.9M | 0.03% |
| 213 | SPDR SERIES TRUST | 78468R663 | 52,105 | $4.8M | 0.03% |
| 214 | DIMENSIONAL ETF TRUST | 25434V831 | 118,099 | $4.5M | 0.02% |
| 215 | VANGUARD WORLD FD | 92204A702 | 5,970 | $4.5M | 0.02% |
| 216 | CONSTELLATION ENERGY CORP | CEG | 13,516 | $4.4M | 0.02% |
| 217 | BLACKSTONE INC | BX | 25,890 | $4.4M | 0.02% |
| 218 | INVESCO EXCHANGE TRADED FD T | IVZ | 95,248 | $4.3M | 0.02% |
| 219 | MARRIOTT INTL INC NEW | 571903202 | 16,014 | $4.2M | 0.02% |
| 220 | DIMENSIONAL ETF TRUST | 25434V807 | 89,316 | $4.1M | 0.02% |
| 221 | MERCK & CO INC | MRK | 48,034 | $4.0M | 0.02% |
| 222 | UNITEDHEALTH GROUP INC | UNH | 11,621 | $4.0M | 0.02% |
| 223 | CHESAPEAKE UTILS CORP | 165303108 | 29,395 | $4.0M | 0.02% |
| 224 | ISHARES TR | 46436E866 | 168,436 | $3.9M | 0.02% |
| 225 | ISHARES TR | 464288570 | 31,106 | $3.9M | 0.02% |
| 226 | Ishares Tr Msci Kld400 Soc | 464288570 | 31,106 | $3.9M | 0.02% |
| 227 | ALPS ETF TR | 00162Q452 | 82,006 | $3.8M | 0.02% |
| 228 | GRAYSCALE BITCOIN TRUST ETF | GBTC | 42,713 | $3.8M | 0.02% |
| 229 | CISCO SYS INC | CSCO | 55,818 | $3.8M | 0.02% |
| 230 | Thermo Electron Corp | TMO | 7,840 | $3.8M | 0.02% |
| 231 | THERMO FISHER SCIENTIFIC INC | TMO | 7,840 | $3.8M | 0.02% |
| 232 | VANECK ETF TRUST | 92189H409 | 74,290 | $3.8M | 0.02% |
| 233 | Charles Schwab Corp | SCHW-PJ | 39,508 | $3.8M | 0.02% |
| 234 | SCHWAB CHARLES CORP | SCHW-PJ | 39,508 | $3.8M | 0.02% |
| 235 | SPDR SERIES TRUST | 78468R622 | 37,660 | $3.7M | 0.02% |
| 236 | Starbucks | SBUX | 43,412 | $3.7M | 0.02% |
| 237 | STARBUCKS CORP | SBUX | 43,412 | $3.7M | 0.02% |
| 238 | AMERICAN EXPRESS CO | AXP | 11,054 | $3.7M | 0.02% |
| 239 | SPDR DOW JONES INDL AVERAGE | 78467X109 | 7,841 | $3.6M | 0.02% |
| 240 | iShares Dow Jones | 464287721 | 18,332 | $3.6M | 0.02% |
| 241 | ISHARES TR | 464287721 | 18,332 | $3.6M | 0.02% |
| 242 | VANGUARD ADMIRAL FDS INC | 921932505 | 8,211 | $3.6M | 0.02% |
| 243 | Vanguard S&P 500 Etf | 921932505 | 8,211 | $3.6M | 0.02% |
| 244 | MORGAN STANLEY | MS-PQ | 22,143 | $3.5M | 0.02% |
| 245 | EATON CORP PLC | ETN | 9,094 | $3.4M | 0.02% |
| 246 | SELECT SECTOR SPDR TR | 81369Y605 | 62,725 | $3.4M | 0.02% |
| 247 | ISHARES TR | 46434V282 | 48,718 | $3.4M | 0.02% |
| 248 | FIRST TR EXCHANGE-TRADED FD | 33733E500 | 79,044 | $3.3M | 0.02% |
| 249 | AT&T INC | T-PC | 117,398 | $3.3M | 0.02% |
| 250 | GE VERNOVA INC | GEV | 5,388 | $3.3M | 0.02% |
| 251 | ISHARES TR | 46436E858 | 140,136 | $3.2M | 0.02% |
| 252 | VANGUARD WORLD FD | 92204A876 | 16,650 | $3.2M | 0.02% |
| 253 | BOEING CO | BA-PA | 14,607 | $3.2M | 0.02% |
| 254 | SCHWAB STRATEGIC TR | 808524300 | 98,754 | $3.2M | 0.02% |
| 255 | Schwab US Large Cap | 808524300 | 98,754 | $3.2M | 0.02% |
| 256 | WISDOMTREE TR | WT | 35,293 | $3.1M | 0.02% |
| 257 | APOLLO GLOBAL MGMT INC | 03769M106 | 22,872 | $3.0M | 0.02% |
| 258 | GOLDMAN SACHS ETF TR | NVGLF | 30,366 | $3.0M | 0.02% |
| 259 | VANECK ETF TRUST | 92189F106 | 39,751 | $3.0M | 0.02% |
| 260 | PALO ALTO NETWORKS INC | PANW | 14,653 | $3.0M | 0.02% |
| 261 | iShares MSCI Emerging Markets | 464287234 | 55,716 | $3.0M | 0.02% |
| 262 | ISHARES TR | 464287234 | 55,716 | $3.0M | 0.02% |
| 263 | DIMENSIONAL ETF TRUST | 25434V500 | 43,260 | $3.0M | 0.02% |
| 264 | ILLINOIS TOOL WKS INC | 452308109 | 11,343 | $3.0M | 0.02% |
| 265 | BLACKROCK INC | BLK | 2,536 | $3.0M | 0.02% |
| 266 | ISHARES TR | 464288885 | 25,798 | $2.9M | 0.02% |
| 267 | CAPITAL ONE FINL CORP | 14040H105 | 13,754 | $2.9M | 0.02% |
| 268 | iShares Dow Jones Select Dividend | 464287168 | 20,533 | $2.9M | 0.02% |
| 269 | ISHARES TR | 464287168 | 20,533 | $2.9M | 0.02% |
| 270 | ALPS ETF TR | 00162Q395 | 64,638 | $2.9M | 0.02% |
| 271 | Wells Fargo & Co | 949746101 | 34,439 | $2.9M | 0.02% |
| 272 | WELLS FARGO CO NEW | 949746101 | 34,439 | $2.9M | 0.02% |
| 273 | PFIZER INC | PFE | 112,934 | $2.9M | 0.02% |
| 274 | CATERPILLAR INC | CAT | 6,019 | $2.9M | 0.02% |
| 275 | NORTHROP GRUMMAN CORP | NOC | 4,699 | $2.9M | 0.02% |
| 276 | REDDIT INC | RDDT | 12,227 | $2.8M | 0.01% |
| 277 | RTX CORPORATION | RTX | 16,677 | $2.8M | 0.01% |
| 278 | DIMENSIONAL ETF TRUST | 25434V872 | 64,938 | $2.8M | 0.01% |
| 279 | IDEXX LABS INC | 45168D104 | 4,315 | $2.8M | 0.01% |
| 280 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 42,930 | $2.7M | 0.01% |
| 281 | DUKE ENERGY CORP NEW | DUKB | 21,666 | $2.7M | 0.01% |
| 282 | SCHWAB STRATEGIC TR | 808524771 | 101,652 | $2.7M | 0.01% |
| 283 | Schwab Fundamental US Large Company ETF | 808524771 | 101,652 | $2.7M | 0.01% |
| 284 | SHOPIFY INC | SHOP | 17,788 | $2.6M | 0.01% |
| 285 | ISHARES TR | 464287473 | 18,920 | $2.6M | 0.01% |
| 286 | iShares Russell Midcap Value | 464287473 | 18,920 | $2.6M | 0.01% |
| 287 | FASTENAL CO | FAST | 53,734 | $2.6M | 0.01% |
| 288 | AUTOMATIC DATA PROCESSING IN | ADP | 8,895 | $2.6M | 0.01% |
| 289 | Union Pacific Corp | UNP | 11,041 | $2.6M | 0.01% |
| 290 | UNION PAC CORP | UNP | 11,041 | $2.6M | 0.01% |
| 291 | MAPLEBEAR INC | CART | 70,873 | $2.6M | 0.01% |
| 292 | ISHARES TR | 464287523 | 9,577 | $2.6M | 0.01% |
| 293 | SPDR INDEX SHS FDS | 78463X459 | 35,593 | $2.6M | 0.01% |
| 294 | SPDR SERIES TRUST | 78468R788 | 58,223 | $2.6M | 0.01% |
| 295 | CAPITAL BANCORP INC MD | CBNK | 79,703 | $2.5M | 0.01% |
| 296 | iShares Gold Trust | IAU | 34,708 | $2.5M | 0.01% |
| 297 | ISHARES GOLD TR | IAU | 34,708 | $2.5M | 0.01% |
| 298 | ISHARES TR | 46436E841 | 111,216 | $2.5M | 0.01% |
| 299 | DIMENSIONAL ETF TRUST | 25434V757 | 81,792 | $2.5M | 0.01% |
| 300 | EA SERIES TRUST | 02072L565 | 21,766 | $2.5M | 0.01% |
| 301 | MAXIMUS INC | MMS | 27,050 | $2.5M | 0.01% |
| 302 | SELECT SECTOR SPDR TR | 81369Y209 | 17,694 | $2.5M | 0.01% |
| 303 | Dimensional International Sstby Cr 1 ETF | 25434V690 | 59,528 | $2.4M | 0.01% |
| 304 | Vanguard Mega Cap Growth ETF | 921910816 | 6,032 | $2.4M | 0.01% |
| 305 | VANGUARD WORLD FD | 921910816 | 6,032 | $2.4M | 0.01% |
| 306 | ISHARES TR | 46434V621 | 35,144 | $2.4M | 0.01% |
| 307 | HORMEL FOODS CORP | HRL | 96,657 | $2.4M | 0.01% |
| 308 | ISHARES TR | 464288125 | 31,203 | $2.4M | 0.01% |
| 309 | INVESCO EXCH TRADED FD TR II | IVZ | 38,674 | $2.4M | 0.01% |
| 310 | SPDR SERIES TRUST | 78464A508 | 42,576 | $2.4M | 0.01% |
| 311 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 45,531 | $2.3M | 0.01% |
| 312 | Walt Disney | 254687106 | 20,009 | $2.3M | 0.01% |
| 313 | DISNEY WALT CO | 254687106 | 20,009 | $2.3M | 0.01% |
| 314 | ADVANCED MICRO DEVICES INC | AMD | 14,080 | $2.3M | 0.01% |
| 315 | VANGUARD SCOTTSDALE FDS | 92206C680 | 18,538 | $2.2M | 0.01% |
| 316 | T-MOBILE US INC | TMUSZ | 9,220 | $2.2M | 0.01% |
| 317 | iShares S&P 400 Growth | 464287606 | 22,822 | $2.2M | 0.01% |
| 318 | ISHARES TR | 464287606 | 22,822 | $2.2M | 0.01% |
| 319 | ISHARES TR | 46434V456 | 49,485 | $2.2M | 0.01% |
| 320 | AMGEN INC | AMGN | 7,599 | $2.1M | 0.01% |
| 321 | WISDOMTREE TR | WT | 40,962 | $2.1M | 0.01% |
| 322 | SELECT SECTOR SPDR TR | 81369Y506 | 23,964 | $2.1M | 0.01% |
| 323 | SCHWAB STRATEGIC TR | 808524839 | 90,753 | $2.1M | 0.01% |
| 324 | SNOWFLAKE INC | SNOW | 9,422 | $2.1M | 0.01% |
| 325 | JANUS DETROIT STR TR | 47103U209 | 25,342 | $2.1M | 0.01% |
| 326 | SOUTHERN CO | SOMN | 22,234 | $2.1M | 0.01% |
| 327 | ARISTA NETWORKS INC | ANET | 14,455 | $2.1M | 0.01% |
| 328 | Stryker Corp | SYK | 5,670 | $2.1M | 0.01% |
| 329 | STRYKER CORPORATION | SYK | 5,670 | $2.1M | 0.01% |
| 330 | MCCORMICK & CO INC | MKC-V | 31,343 | $2.1M | 0.01% |
| 331 | GLOBAL BUSINESS TRAVEL GROUP | GBTG | 258,593 | $2.1M | 0.01% |
| 332 | NEXTERA ENERGY INC | NEE-PW | 27,389 | $2.1M | 0.01% |
| 333 | LOCKHEED MARTIN CORP | LMT | 4,105 | $2.0M | 0.01% |
| 334 | GALECTIN THERAPEUTICS INC | GALT | 479,518 | $2.0M | 0.01% |
| 335 | INVESCO EXCH TRADED FD TR II | IVZ | 38,796 | $2.0M | 0.01% |
| 336 | ASTRAZENECA PLC | AZN | 25,972 | $2.0M | 0.01% |
| 337 | CAVA GROUP INC | CAVA | 32,566 | $2.0M | 0.01% |
| 338 | TJX Companies Inc | 872540109 | 13,591 | $2.0M | 0.01% |
| 339 | TJX COS INC NEW | 872540109 | 13,591 | $2.0M | 0.01% |
| 340 | QUALCOMM INC | QCOM | 11,786 | $2.0M | 0.01% |
| 341 | ISHARES TR | 464288877 | 28,878 | $2.0M | 0.01% |
| 342 | iShares MSCI EAFE Value ETF | 464288877 | 28,878 | $2.0M | 0.01% |
| 343 | LOWES COS INC | 548661107 | 7,608 | $1.9M | 0.01% |
| 344 | Lowes Companies Inc | 548661107 | 7,608 | $1.9M | 0.01% |
| 345 | SALESFORCE INC | CRM | 7,987 | $1.9M | 0.01% |
| 346 | NUVEEN PFD & INCOME OPPORTUN | NU | 226,486 | $1.9M | 0.01% |
| 347 | METTLER TOLEDO INTERNATIONAL | MTD | 1,509 | $1.9M | 0.01% |
| 348 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 32,232 | $1.8M | 0.01% |
| 349 | SCHWAB STRATEGIC TR | 808524789 | 70,740 | $1.8M | 0.01% |
| 350 | EMERSON ELEC CO | EMR | 13,676 | $1.8M | 0.01% |
| 351 | Emerson Electric Co | EMR | 13,676 | $1.8M | 0.01% |
| 352 | US BANCORP DEL | USB-PS | 37,070 | $1.8M | 0.01% |
| 353 | US Bancorp | USB-PS | 37,070 | $1.8M | 0.01% |
| 354 | AMERICAN ELEC PWR CO INC | 025537101 | 15,890 | $1.8M | 0.01% |
| 355 | 3M CO | MMM | 11,435 | $1.8M | 0.01% |
| 356 | ISHARES ETHEREUM TR | 46438R105 | 56,158 | $1.8M | 0.01% |
| 357 | ISHARES TR | 464287879 | 15,860 | $1.8M | 0.01% |
| 358 | iShares S&P Smallcap 600/BARRA Value Index | 464287879 | 15,860 | $1.8M | 0.01% |
| 359 | LISTED FDS TR | 53656F623 | 39,215 | $1.8M | 0.01% |
| 360 | SERVICENOW INC | NOW | 1,901 | $1.7M | 0.01% |
| 361 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 6,256 | $1.7M | 0.01% |
| 362 | LAM RESEARCH CORP | LRCX | 13,026 | $1.7M | 0.01% |
| 363 | AUTHID INC | AUID | 542,759 | $1.7M | 0.01% |
| 364 | BANK NEW YORK MELLON CORP | 064058100 | 15,691 | $1.7M | 0.01% |
| 365 | REGENERON PHARMACEUTICALS | REGN | 2,984 | $1.7M | 0.01% |
| 366 | VANGUARD SCOTTSDALE FDS | 92206C714 | 18,693 | $1.7M | 0.01% |
| 367 | VANECK ETF TRUST | 92189F387 | 72,727 | $1.7M | 0.01% |
| 368 | DIMENSIONAL ETF TRUST | 25434V864 | 34,558 | $1.7M | 0.01% |
| 369 | SHERWIN WILLIAMS CO | SHW | 4,795 | $1.7M | 0.01% |
| 370 | SPDR SERIES TRUST | 78464A839 | 19,815 | $1.7M | 0.01% |
| 371 | VANGUARD SCOTTSDALE FDS | 92206C730 | 5,461 | $1.7M | 0.01% |
| 372 | VANECK ETF TRUST | 92189F676 | 5,045 | $1.6M | 0.01% |
| 373 | CHOICE HOTELS INTL INC | 169905106 | 15,064 | $1.6M | 0.01% |
| 374 | ISHARES TR | 46432F859 | 32,972 | $1.6M | 0.01% |
| 375 | ATMOS ENERGY CORP | ATO | 9,388 | $1.6M | 0.01% |
| 376 | FlexShares Morningstar U.S. Market Factors Tilt ETF | FLEX | 6,592 | $1.6M | 0.01% |
| 377 | ONEOK INC NEW | OKE | 21,760 | $1.6M | 0.01% |
| 378 | PAYCHEX INC | PAYX | 12,456 | $1.6M | 0.01% |
| 379 | LINDE PLC | LIN | 3,301 | $1.6M | 0.01% |
| 380 | INTEL CORP | INTC | 46,714 | $1.6M | 0.01% |
| 381 | APPLIED MATLS INC | 038222105 | 7,639 | $1.6M | 0.01% |
| 382 | PIMCO CORPORATE & INCOME OPP | PTY | 108,200 | $1.6M | 0.01% |
| 383 | iShares S&P 600 Growth | 464287887 | 10,949 | $1.5M | 0.01% |
| 384 | ISHARES TR | 464287887 | 10,949 | $1.5M | 0.01% |
| 385 | ISHARES TR | 464287457 | 18,665 | $1.5M | 0.01% |
| 386 | iShares 1-3 Year Treasury Bond ETF | 464287457 | 18,665 | $1.5M | 0.01% |
| 387 | ISHARES INC | 464286319 | 51,658 | $1.5M | 0.01% |
| 388 | WASTE MGMT INC DEL | 94106L109 | 6,824 | $1.5M | 0.01% |
| 389 | ISHARES TR | 464287101 | 4,467 | $1.5M | 0.01% |
| 390 | iShares S&P 100 Index | 464287101 | 4,467 | $1.5M | 0.01% |
| 391 | VSE CORP | VSECU | 8,800 | $1.5M | 0.01% |
| 392 | HONEYWELL INTL INC | 438516106 | 6,881 | $1.4M | 0.01% |
| 393 | DOVER CORP | DOV | 8,678 | $1.4M | 0.01% |
| 394 | SCHWAB STRATEGIC TR | 808524862 | 59,085 | $1.4M | 0.01% |
| 395 | Norfolk Southern Corp | 655844108 | 4,798 | $1.4M | 0.01% |
| 396 | NORFOLK SOUTHN CORP | 655844108 | 4,798 | $1.4M | 0.01% |
| 397 | EXELON CORP | EXC | 31,938 | $1.4M | 0.01% |
| 398 | EVERGY INC | EVRG | 18,675 | $1.4M | 0.01% |
| 399 | iShares ESG MSCI USA Leaders ETF | 46435U218 | 12,035 | $1.4M | 0.01% |
| 400 | WILLIAMS COS INC | 969457100 | 21,959 | $1.4M | 0.01% |
| 401 | ISHARES TR | 464288760 | 6,614 | $1.4M | 0.01% |
| 402 | PROGRESSIVE CORP | 743315103 | 5,578 | $1.4M | 0.01% |
| 403 | MICRON TECHNOLOGY INC | MU | 8,214 | $1.4M | 0.01% |
| 404 | MONDELEZ INTL INC | 609207105 | 21,911 | $1.4M | 0.01% |
| 405 | INTUIT | INTU | 2,000 | $1.4M | 0.01% |
| 406 | CROWDSTRIKE HLDGS INC | CRWD | 2,766 | $1.4M | 0.01% |
| 407 | ECOLAB INC | ECL | 4,875 | $1.3M | 0.01% |
| 408 | ISHARES TR | 464288356 | 23,267 | $1.3M | 0.01% |
| 409 | iShares Calif Amt Free | 464288356 | 23,267 | $1.3M | 0.01% |
| 410 | CHUBB LIMITED | CB | 4,698 | $1.3M | 0.01% |
| 411 | SCHWAB STRATEGIC TR | 808524409 | 45,354 | $1.3M | 0.01% |
| 412 | MAYVILLE ENGR CO INC | 578605107 | 95,415 | $1.3M | 0.01% |
| 413 | ANALOG DEVICES INC | ADI | 5,284 | $1.3M | 0.01% |
| 414 | J P MORGAN EXCHANGE TRADED F | 46641Q274 | 26,645 | $1.3M | 0.01% |
| 415 | GLOBAL X FDS | 37954Y673 | 26,540 | $1.3M | 0.01% |
| 416 | SELECT SECTOR SPDR TR | 81369Y407 | 5,244 | $1.3M | 0.01% |
| 417 | ADOBE INC | ADBE | 3,538 | $1.2M | 0.01% |
| 418 | ENTERPRISE PRODS PARTNERS L | 293792107 | 39,622 | $1.2M | 0.01% |
| 419 | Enterprise Products Partners | 293792107 | 39,622 | $1.2M | 0.01% |
| 420 | ISHARES TR | 464287861 | 18,606 | $1.2M | 0.01% |
| 421 | NIKE INC | NKE | 17,415 | $1.2M | 0.01% |
| 422 | COMCAST CORP NEW | CCZ | 38,589 | $1.2M | 0.01% |
| 423 | ISHARES TR | 464287176 | 10,897 | $1.2M | 0.01% |
| 424 | AFLAC INC | AFL | 10,822 | $1.2M | 0.01% |
| 425 | FAIR ISAAC CORP | FICO | 803 | $1.2M | 0.01% |
| 426 | SHELL PLC | RYDAF | 16,542 | $1.2M | 0.01% |
| 427 | SELECT SECTOR SPDR TR | 81369Y704 | 7,643 | $1.2M | 0.01% |
| 428 | ISHARES TR | 464287515 | 10,246 | $1.2M | 0.01% |
| 429 | UNITED RENTALS INC | URI | 1,231 | $1.2M | 0.01% |
| 430 | VALERO ENERGY CORP | VLO | 6,887 | $1.2M | 0.01% |
| 431 | SPDR SERIES TRUST | 78464A474 | 38,647 | $1.2M | 0.01% |
| 432 | FISERV INC | FISV | 9,071 | $1.2M | 0.01% |
| 433 | Franks International | FISV | 9,071 | $1.2M | 0.01% |
| 434 | PNC FINL SVCS GROUP INC | 693475105 | 5,808 | $1.2M | 0.01% |
| 435 | TRUIST FINL CORP | 89832Q109 | 25,467 | $1.2M | 0.01% |
| 436 | BRISTOL-MYERS SQUIBB CO | CELG-RI | 25,719 | $1.2M | 0.01% |
| 437 | CVS HEALTH CORP | CVS | 15,370 | $1.2M | 0.01% |
| 438 | REALTY INCOME CORP | O | 18,820 | $1.1M | 0.01% |
| 439 | DIMENSIONAL ETF TRUST | 25434V799 | 34,493 | $1.1M | 0.01% |
| 440 | GALLAGHER ARTHUR J & CO | 363576109 | 3,647 | $1.1M | 0.01% |
| 441 | Arthur J Gallagher & Co | 363576109 | 3,647 | $1.1M | 0.01% |
| 442 | Vanguard ESG US Stock ETF | 921910733 | 9,479 | $1.1M | 0.01% |
| 443 | VANGUARD WORLD FD | 921910733 | 9,479 | $1.1M | 0.01% |
| 444 | ISHARES TR | 46429B689 | 13,163 | $1.1M | 0.01% |
| 445 | SPDR SERIES TRUST | 78464A821 | 12,180 | $1.1M | 0.01% |
| 446 | CONSOLIDATED EDISON INC | ED | 11,072 | $1.1M | 0.01% |
| 447 | BNY MELLON ETF TRUST | 09661T107 | 8,570 | $1.1M | 0.01% |
| 448 | CITIGROUP INC | C-PR | 10,702 | $1.1M | 0.01% |
| 449 | NATIONAL FUEL GAS CO | NFG | 11,755 | $1.1M | 0.01% |
| 450 | VANGUARD WORLD FD | 92204A504 | 4,182 | $1.1M | 0.01% |
| 451 | RAYMOND JAMES FINL INC | 754730109 | 6,259 | $1.1M | 0.01% |
| 452 | WEC ENERGY GROUP INC | WEC | 9,422 | $1.1M | 0.01% |
| 453 | FEDEX CORP | FDX | 4,578 | $1.1M | 0.01% |
| 454 | ISHARES TR | 464287663 | 10,795 | $1.1M | 0.01% |
| 455 | iShares Trust - iShares Core U.S. Value ETF | 464287663 | 10,795 | $1.1M | 0.01% |
| 456 | GLOBAL X FDS | 37954Y715 | 30,442 | $1.1M | 0.01% |
| 457 | TEXAS INSTRS INC | 882508104 | 5,800 | $1.1M | 0.01% |
| 458 | GLOBAL X FDS | 37954Y632 | 21,488 | $1.1M | 0.01% |
| 459 | ISHARES TR | 464287549 | 8,379 | $1.1M | 0.01% |
| 460 | Ishares North American | 464287549 | 8,379 | $1.1M | 0.01% |
| 461 | ASTRONICS CORP | ATROB | 23,094 | $1.1M | 0.01% |
| 462 | LAUDER ESTEE COS INC | 518439104 | 11,931 | $1.1M | 0.01% |
| 463 | PARKER-HANNIFIN CORP | PH | 1,375 | $1.0M | 0.01% |
| 464 | PHILLIPS 66 | PSX | 7,586 | $1.0M | 0.01% |
| 465 | ANNALY CAPITAL MANAGEMENT IN | NLY-PJ | 50,862 | $1.0M | 0.01% |
| 466 | HENRY SCHEIN INC | HSIC | 15,427 | $1.0M | 0.01% |
| 467 | INVESCO ACTVELY MNGD ETC FD | IVZ | 76,138 | $1.0M | 0.01% |
| 468 | AMERIPRISE FINL INC | 03076C106 | 2,066 | $1.0M | 0.01% |
| 469 | AGNC INVT CORP | 00123Q104 | 103,380 | $1.0M | 0.01% |
| 470 | UBER TECHNOLOGIES INC | UBER | 10,290 | $1.0M | 0.01% |
| 471 | VANGUARD SCOTTSDALE FDS | 92206C599 | 3,417 | $1.0M | 0.01% |
| 472 | ZIMMER BIOMET HOLDINGS INC | ZBH | 10,130 | $997,822 | 0.01% |
| 473 | VANGUARD CHARLOTTE FDS | 92203J407 | 20,005 | $989,479 | 0.01% |
| 474 | RALPH LAUREN CORP | RL | 3,141 | $984,892 | 0.01% |
| 475 | ISHARES TR | 46435G326 | 12,169 | $975,585 | 0.01% |
| 476 | ISHARES TR | 464288802 | 7,176 | $973,425 | 0.01% |
| 477 | ROCKWELL AUTOMATION INC | ROK | 2,765 | $966,507 | 0.01% |
| 478 | COLGATE PALMOLIVE CO | CL | 12,058 | $963,917 | 0.01% |
| 479 | Colgate-Palmolive Co | CL | 12,058 | $963,917 | 0.01% |
| 480 | DIMENSIONAL ETF TRUST | 25434V823 | 39,908 | $951,795 | 0.01% |
| 481 | TRANE TECHNOLOGIES PLC | TT | 2,244 | $946,928 | 0.01% |
| 482 | CSX CORP | CSX | 26,578 | $943,785 | 0.00% |
| 483 | BECTON DICKINSON & CO | BDX | 5,008 | $937,347 | 0.00% |
| 484 | Vanguard S&P 500 Value ETF | 921932703 | 4,687 | $934,874 | 0.00% |
| 485 | VANGUARD ADMIRAL FDS INC | 921932703 | 4,687 | $934,874 | 0.00% |
| 486 | OREILLY AUTOMOTIVE INC | 67103H107 | 8,657 | $933,312 | 0.00% |
| 487 | ISHARES TR | 46436E718 | 9,203 | $926,781 | 0.00% |
| 488 | ISHARES TR | 464287556 | 6,361 | $918,407 | 0.00% |
| 489 | PRICE T ROWE GROUP INC | TROW | 8,896 | $913,089 | 0.00% |
| 490 | FRANKLIN TEMPLETON DIGITAL H | 354921108 | 13,768 | $911,580 | 0.00% |
| 491 | MARATHON PETE CORP | MARA | 4,719 | $909,588 | 0.00% |
| 492 | SEAGATE TECHNOLOGY HLDNGS PL | SE | 3,830 | $904,221 | 0.00% |
| 493 | MERCADOLIBRE INC | MELI | 386 | $902,059 | 0.00% |
| 494 | ISHARES INC | 464286525 | 7,474 | $896,252 | 0.00% |
| 495 | EDWARDS LIFESCIENCES CORP | EW | 11,496 | $894,044 | 0.00% |
| 496 | ISHARES TR | 464287242 | 7,898 | $880,391 | 0.00% |
| 497 | DIMENSIONAL ETF TRUST | 25434V815 | 27,343 | $870,589 | 0.00% |
| 498 | J P MORGAN EXCHANGE TRADED F | 46641Q670 | 18,271 | $868,800 | 0.00% |
| 499 | LAMAR ADVERTISING CO NEW | LAMR | 6,986 | $855,226 | 0.00% |
| 500 | PUBLIC STORAGE OPER CO | PSA-PS | 2,955 | $853,601 | 0.00% |