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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

TD PRIVATE CLIENT WEALTH LLC

Quarter ended Q2 2024 · Filed August 16, 2024 · Accession 0001654954-24-010816

Total Value
$2.41B
Positions
1,159
Other Managers
1
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1SPDR S&P 500 ETF TR TR UNITSPY452,822$215.1M9.07%
2ISHARES TR 1-3 YR TREAS BD ETF464287457920,938$78.8M3.32%
3VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM CORPORATE BD INDEX FD92206C409849,869$69.1M2.91%
4VANGUARD SPECIALIZED FUNDS DIVID APPRECIATION ETF SHS921908844366,038$62.9M2.65%
5MICROSOFT CORP COMMSFT158,463$53.3M2.25%
6ISHARES TR S&P 500 GROWTH ETF464287309589,832$49.4M2.08%
7ISHARES TR RUSSELL 1000 GROWTH ETF464287614140,006$42.8M1.80%
8VANGUARD BD INDEX FDS VANGUARD SHORT TERM BD ETF921937827486,659$39.3M1.66%
9SPDR SER TR S&P DIVID ETF78464A763303,074$39.1M1.65%
10VANGUARD INDEX FDS VANGUARD GROWTH ETF922908736118,603$38.1M1.61%
11ISHARES TR IBOXX USD INVT GRADE CORP BD ETF464287242251,085$33.3M1.40%
12AMAZON COM INC COMAMZN8,840$29.5M1.24%
13ISHARES TR MSCI EAFE ETF464287465363,133$28.7M1.21%
14ISHARES TR CORE U S AGGREGATE BD ETF464287226249,041$28.4M1.20%
15VANGUARD INDEX FDS VANGUARD VALUE ETF922908744185,387$27.3M1.15%
16ALPHABET INC CL AGOOG8,856$25.7M1.08%
17ISHARES TR RUSSELL 1000 VALUE ETF464287598151,296$25.4M1.07%
18APPLE INC COMAAPL118,844$21.1M0.89%
19VANGUARD INDEX FDS S&P 500 ETF SHS NEW92290836348,205$21.0M0.89%
20ISHARES TR CORE S&P MID-CAP ETF46428750773,738$20.9M0.88%
21VANGUARD INDEX FDS VANGUARD EXTENDED MKT ETF922908652101,091$18.5M0.78%
22ISHARES TR CORE S&P 500 ETF46428720038,161$18.2M0.77%
23ABBVIE INC COMABBV120,004$16.2M0.69%
24INVESCO QQQ TR UNIT SER 1IVZ39,423$15.7M0.66%
25ISHARES TR RUSSELL 2000 ETF46428765569,022$15.4M0.65%
26ISHARES TR 7-10 YR TREAS BD ETF464287440130,560$15.0M0.63%
27JPMORGAN CHASE & CO COMVYLD90,406$14.3M0.60%
28VANGUARD BD INDEX FDS VANGUARD TOTAL BD MARKET ETF921937835166,082$14.1M0.59%
29ALPHABET INC CAP STK CL CGOOG4,798$13.9M0.59%
30META PLATFORMS INC CL AMETA39,536$13.3M0.56%
31ISHARES TR 3-7 YR TREAS BD ETF464288661102,947$13.2M0.56%
32MERCK & CO INC NEW COMMRK171,324$13.1M0.55%
33ISHARES TR CORE S&P SMALL-CAP ETF464287804114,373$13.1M0.55%
34UNITEDHEALTH GROUP INC COMUNH25,928$13.0M0.55%
35VANGUARD WORLD FDS VANGUARD INFORMATION TECHNOLOGY ETF92204A70228,124$12.9M0.54%
36ADOBE SYS INC COMADBE21,874$12.4M0.52%
37VANGUARD SCOTTSDALE FDS VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX ETF SHS92206C870133,214$12.4M0.52%
38ISHARES TR TIPS BD ETF46428717695,471$12.3M0.52%
39VISA INC COM CL AV55,913$12.1M0.51%
40ISHARES TR IBOXX $ HIGH YIELD CORP BD ETF464288513138,047$12.0M0.51%
41INTUIT COMINTU18,066$11.6M0.49%
42CHEVRON CORP NEW COMCVX98,935$11.6M0.49%
43CISCO SYS INC COMCSCO176,700$11.2M0.47%
44SCHWAB STRATEGIC TR US DIVIDEND EQUITY ETF808524797136,644$11.1M0.47%
45PHILIP MORRIS INTL INC COM718172109109,496$10.4M0.44%
46ISHARES TR S&P 500 VALUE ETF46428740864,331$10.1M0.43%
47ISHARES TR INTL SELECT DIVID ETF INDEX FD464288448319,562$10.0M0.42%
48THERMO FISHER SCIENTIFIC INC COMTMO14,706$9.8M0.41%
49NVIDIA CORP COMNVDA32,695$9.6M0.41%
50DANAHER CORP COM23585110228,139$9.3M0.39%
51ISHARES TR S&P SMALL-CAP 600 GROWTH ETF46428788766,434$9.2M0.39%
52SPDR SER TR PORTFOLIO TIPS ETF78464A656291,551$9.2M0.39%
53MSCI INC COMMSCI14,849$9.1M0.38%
54VERIZON COMMUNICATIONS INC COMVZ171,865$8.9M0.38%
55JOHNSON & JOHNSON COMJNJ50,839$8.7M0.37%
56SPDR SER TR NUVEEN BLOOMBERG MUN BD ETF78468R721167,629$8.7M0.37%
57PROCTER & GAMBLE CO COM74271810952,821$8.6M0.36%
58ISHARES TR CORE MSCI EAFE ETF46432F842110,671$8.3M0.35%
59VANGUARD BD INDEX FDS VANGUARD INTERMEDIATE TERM BD ETF92193781992,327$8.1M0.34%
60SPDR SER TR NUVEEN BLOOMBERG SHORT TERM MUN BD ETF78468R739164,366$8.1M0.34%
61COMCAST CORP NEW CL ACCZ158,031$8.0M0.34%
62HOME DEPOT INC COMHD18,749$7.8M0.33%
63MEDTRONIC PLC SHS ISIN#IE00BTN1Y115MDT74,385$7.7M0.32%
64BLACKROCK INC COMBLK8,344$7.6M0.32%
65BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A24,941$7.5M0.31%
66BROADCOM INC COMAVGO11,135$7.4M0.31%
67TRUIST FINL CORP COM89832Q109125,682$7.4M0.31%
68PEPSICO INC COMPEP41,925$7.3M0.31%
69AMERICAN ELEC PWR CO INC COM02553710181,475$7.2M0.31%
70US BANCORP DEL COM NEWUSB-PS127,432$7.2M0.30%
71EXXON MOBIL CORP COMXOM111,480$6.8M0.29%
72MASTERCARD INC CL AMA18,789$6.8M0.28%
73BRITISH AMERN TOB PLC SPONSORED ADR ISIN#US1104481072110448107179,046$6.7M0.28%
74PFIZER INC COMPFE113,213$6.7M0.28%
75GILEAD SCIENCES INC COMGILD90,925$6.6M0.28%
76WALMART INC COMWMT44,688$6.5M0.27%
77ISHARES TR RUSSELL 1000 ETF46428762224,430$6.5M0.27%
78METLIFE INC COMMET-PF103,030$6.4M0.27%
79UNILEVER PLC SPON ADR NEW ISIN#US9047677045UNLYF118,920$6.4M0.27%
80COCA COLA CO COMKO107,819$6.4M0.27%
81ISHARES TR MBS ETF46428858859,362$6.4M0.27%
82VERISK ANALYTICS INC COMVRSK27,860$6.4M0.27%
83ANALOG DEVICES INC COMADI36,103$6.3M0.27%
84CROWN CASTLE INC COMCCI30,042$6.3M0.26%
85VANGUARD INTL EQUITY INDEX FDS VANGUARD FTSE ALL WORLD EX US ETF922042775101,150$6.2M0.26%
86SCHWAB CHARLES CORP NEW COMSCHW-PJ73,510$6.2M0.26%
87DUKE ENERGY CORP NEW COM NEWDUKB58,395$6.1M0.26%
88LAM RESH CORP COMLRCX8,362$6.0M0.25%
89VANGUARD INTL FD FTSE DEVELOPED MKTS ETF921943858117,561$6.0M0.25%
90WELLS FARGO & CO NEW COM949746101125,039$6.0M0.25%
91NEXTERA ENERGY INC COMNEE-PW63,621$5.9M0.25%
92EQUIFAX INC COMEFX20,186$5.9M0.25%
93VANGUARD INDEX FDS REAL ESTATE INDEX FD ETF92290855350,766$5.9M0.25%
94VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF92290876924,328$5.9M0.25%
95ISHARES TR RUSSELL MID-CAP GROWTH ETF46428748148,444$5.6M0.24%
96LOCKHEED MARTIN CORP COMLMT15,671$5.6M0.23%
97SERVICENOW INC COMNOW8,504$5.5M0.23%
98EMERSON ELEC CO COMEMR59,284$5.5M0.23%
99SPDR GOLD TR GOLD SHSGLD31,612$5.4M0.23%
100ZEBRA TECHNOLOGIES CORP CL AZBRA8,885$5.3M0.22%
101VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF922042858106,291$5.3M0.22%
102COLGATE PALMOLIVE CO COMCL60,645$5.2M0.22%
103DOMINION ENERGY INC COMD65,589$5.2M0.22%
104SHERWIN-WILLIAMS CO COMSHW14,397$5.1M0.21%
105GALLAGHER ARTHUR J & CO COM36357610929,527$5.0M0.21%
106NIKE INC CL BNKE30,006$5.0M0.21%
107VANGUARD INDEX FDS VANGUARD MID-CAP ETF92290862919,615$5.0M0.21%
108ISHARES INC CORE MSCI EMERGING MKTS ETF46434G10382,537$4.9M0.21%
109ICON PLC LTD SHS ISIN#IE0005711209ICLR15,917$4.9M0.21%
110ISHARES TR SELECT DIVID ETF FD46428716840,069$4.9M0.21%
111BCE INC COM NEW ISIN#CA05534B7604 SHSBCPPF93,676$4.9M0.21%
112SOUTHERN CO COMSOMN69,742$4.8M0.20%
113PPG INDS INC COM69350610726,961$4.6M0.20%
114BANK AMER CORP COM060505104104,073$4.6M0.20%
115IRON MTN INC NEW COM46284V10188,303$4.6M0.19%
116KLA CORP COMKLAC10,720$4.6M0.19%
117CHARLES RIV LABORATORIES INTL INC COM15986410712,225$4.6M0.19%
118STARBUCKS CORP COMSBUX39,274$4.6M0.19%
119AUTODESK INC COMADSK16,327$4.6M0.19%
120POOL CORP COMPOOL8,100$4.6M0.19%
121ISHARES TR MSCI EAFE GROWTH ETF46428888541,537$4.6M0.19%
122APPLIED MATLS INC COM03822210529,051$4.6M0.19%
123BOSTON SCIENTIFIC CORP COMBSX107,208$4.6M0.19%
124TARGET CORP COMTGT19,247$4.5M0.19%
125ISHARES TR RUSSELL MID-CAP ETF46428749953,604$4.4M0.19%
126SITEONE LANDSCAPE SUPPLY INC COMSITE18,348$4.4M0.19%
127ENBRIDGE INC COM ISIN#CA29250N1050ENNPF113,107$4.4M0.19%
128ISHARES TR CORE S&P U S VALUE ETF46428766357,669$4.4M0.19%
129TRANSUNION COMTRU36,584$4.3M0.18%
130CADENCE DESIGN SYS INC COMCDNS23,137$4.3M0.18%
131CENTENE CORP DEL COMCNC51,002$4.2M0.18%
132NATIONAL GRID PLC SPON ADR NEW 2017NMPWP58,066$4.2M0.18%
133ACCENTURE PLC IRELAND SHS CL A ISIN#IE00B4BNMY34ACN10,070$4.2M0.18%
134TERADYNE INC COMTER25,275$4.1M0.17%
135FIRST TR EXCHANGE TRADED FD IV SSI STRATEGIC CONV SECS ETF33739Q50799,645$4.1M0.17%
136HASBRO INC COMHAS40,408$4.1M0.17%
137ABBOTT LABS COMABLZF29,211$4.1M0.17%
138LILLY ELI & CO COMLLY14,797$4.1M0.17%
139ISHARES TR 1-5 YR INVT GRADE CORPORATE BD ETF46428864675,286$4.1M0.17%
140AMERICAN TOWER CORP NEW COM03027X10013,833$4.0M0.17%
141ISHARES TR NATL MUN BD ETF FD46428841432,777$4.0M0.17%
142ISHARES TR MSCI EMERGING MKTS INDEX FD46428723481,867$4.0M0.17%
143MICRON TECHNOLOGY INC COMMU42,678$4.0M0.17%
144NETFLIX INC COMNFLX6,543$3.9M0.17%
145UNION PAC CORP COMUNP15,545$3.9M0.17%
146ROSS STORES INC COMROST33,668$3.8M0.16%
147PAYPAL HLDGS INC COMPYPL20,396$3.8M0.16%
148AMGEN INC COMAMGN17,090$3.8M0.16%
149CDW CORP COMCDW18,169$3.7M0.16%
150CVS HEALTH CORP COMCVS36,000$3.7M0.16%
151VULCAN MATLS CO COM92916010917,878$3.7M0.16%
152FIDELITY NATL INFORMATION SVCS INC COM31620M10633,908$3.7M0.16%
153PNC FINL SVCS GROUP INC COM69347510518,434$3.7M0.16%
154CONOCOPHILLIPS COMCOP50,224$3.6M0.15%
155HONEYWELL INTL INC COM43851610617,366$3.6M0.15%
156ZOETIS INC COMZTS14,167$3.5M0.15%
157JOHNSON CTLS INTL PLC SHS ISIN#IE00BY7QL619G5150210542,419$3.4M0.15%
158SCOTTS MIRACLE-GRO CO COMSMG21,093$3.4M0.14%
159BRISTOL MYERS SQUIBB CO COMCELG-RI54,345$3.4M0.14%
160SELECT SECTOR SPDR TR TECHNOLOGY81369Y80319,477$3.4M0.14%
161EDWARDS LIFESCIENCES CORP COMEW26,017$3.4M0.14%
162COPART INC COMCPRT21,746$3.3M0.14%
163ISHARES TR S&P MIDCAP 400 VALUE ETF46428770529,532$3.3M0.14%
164NORDSON CORP COMNDSN12,761$3.3M0.14%
165VANGUARD SCOTTSDALE FDS VANGUARD SHORT-TERM TREAS INDEX FD92206C10253,453$3.3M0.14%
166WILLIAMS COS INC COM969457100123,863$3.2M0.14%
167ENTERPRISE PRODS PARTNERS L P COM UNIT293792107146,241$3.2M0.14%
168HUNTINGTON BANCSHARES INC COMHBANP206,416$3.2M0.13%
169VODAFONE GROUP PLC NEW SPONSORED ADR NO PAR92857W308213,152$3.2M0.13%
170AMERICAN INTL GROUP INC COM NEW02687478454,718$3.1M0.13%
171SCHLUMBERGER LTD COM ISIN# AN8068571086SLB102,396$3.1M0.13%
172VANGUARD INDEX FDS VANGUARD SMALL-CAP ETF92290875113,546$3.1M0.13%
173VANGUARD INDEX FDS VANGUARD MID-CAP VALUE ETF92290851219,820$3.0M0.13%
174BERKLEY W R CORP COMWRB-PH35,968$3.0M0.13%
175SALESFORCE INC COMCRM11,496$2.9M0.12%
176CHARTER COMMUNICATIONS INC NEW CL A16119P1084,463$2.9M0.12%
177RTX CORP COMRTX33,506$2.9M0.12%
178PROLOGIS INC COMPLDGP16,806$2.8M0.12%
179ISHARES TR RUSSELL MID-CAP VALUE ETF46428747322,549$2.8M0.12%
1803M CO COMMMM15,499$2.8M0.12%
181CITIGROUP INC COM NEWC-PR45,391$2.7M0.12%
182GENERAL MLS INC COM37033410440,493$2.7M0.12%
183COGNIZANT TECHNOLOGY SOLUTIONS CORP CL ACTSH30,710$2.7M0.11%
184ISHARES TR US REAL ESTATE ETF46428773923,399$2.7M0.11%
185KIMBERLY-CLARK CORP COMKMB18,986$2.7M0.11%
186PAYCHEX INC COMPAYX19,837$2.7M0.11%
187AMETEK INC NEW COMAME18,353$2.7M0.11%
188ELECTRONIC ARTS INC COMEA20,402$2.7M0.11%
189EATON CORPORATION PLC SHS ISIN#IE00B8KQN827ETN15,540$2.7M0.11%
190CIGNA GROUP COM12552310011,607$2.7M0.11%
191AT&T INC COMT-PC107,486$2.6M0.11%
192LPL FINL HLDGS INC COM50212V10016,363$2.6M0.11%
193SANOFI SPONS ADR ISIN#US80105N1054SNYNF52,279$2.6M0.11%
194TJX COS INC NEW COM87254010934,288$2.6M0.11%
195GENERAL ELEC CO COM NEW36960430127,472$2.6M0.11%
196WEC ENERGY GROUP INC COMWEC26,730$2.6M0.11%
197ALLEGION PUB LTD CO ORD SHS ISIN#IE00BFRT3W74ALLE19,572$2.6M0.11%
198PPL CORP COMPPLC86,001$2.6M0.11%
199CONSTELLATION BRANDS INC CL ASTZ10,190$2.6M0.11%
200LENNOX INTL INC COM5261071077,859$2.5M0.11%
201INTERACTIVE BROKERS GROUP INC CL A - COM45841N10731,570$2.5M0.11%
202THOR INDS INC COM88516010123,916$2.5M0.10%
203ISHARES TR SHORT TREAS BD ETF46428867922,240$2.5M0.10%
204UNITED PARCEL SVC INC CL BUPS11,310$2.4M0.10%
205WASTE MGMT INC DEL COM94106L10914,512$2.4M0.10%
206WEST PHARMACEUTICAL SVCS INC COM9553061055,144$2.4M0.10%
207ANSYS INC COM03662Q1056,006$2.4M0.10%
208CAPITAL ONE FINL CORP COM14040H10516,585$2.4M0.10%
209CANADIAN IMPERIAL BK OF COMMERCECNDIF20,555$2.4M0.10%
210SS&C TECHNOLOGIES HLDGS INC COMSSNC28,812$2.4M0.10%
211ISHARES TR SHORT-TERM NATL MUN BD ETF FD46428815821,971$2.4M0.10%
212VANGUARD SCOTTSDALE FDS VANGUARD INTER-TERM TREAS INDEX FD92206C70635,465$2.4M0.10%
213VERTEX PHARMACEUTICALS INC COMVRTX10,706$2.4M0.10%
214TEXAS INSTRS INC COM88250810412,412$2.3M0.10%
215BLOCK INC CL ABSQKZ13,942$2.3M0.09%
216ALTRIA GROUP INC COMMO47,455$2.2M0.09%
217AUTOMATIC DATA PROCESSING INC COMADP9,097$2.2M0.09%
218SPDR SER TR BLOOMBERG BARCLAYS SHORT TERM CORPORATE BD ETF78464A47471,903$2.2M0.09%
219PIMCO ETF TR 0-5 YR HIGH YIELD CORP BD INDEX EXCHANGE-TRADED FD72201R78322,284$2.2M0.09%
220ISHARES TR U S TREAS BD ETF46429B26782,403$2.2M0.09%
221REALTY INCOME CORP COMO30,276$2.2M0.09%
222T-MOBILE US INC COMTMUSZ18,593$2.2M0.09%
223TC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B1076TRPRF46,120$2.1M0.09%
224PUBLIC SVC ENTERPRISE GROUP INC COM74457310632,125$2.1M0.09%
225ISHARES TR BIOTECHNOLOGY ETF46428755613,996$2.1M0.09%
226ISHARES TR RUSSELL 2000 GROWTH ETF4642876487,253$2.1M0.09%
227DUPONT DE NEMOURS INC COMDD26,129$2.1M0.09%
228NORTHROP GRUMMAN CORP COMNOC5,427$2.1M0.09%
229VANGUARD INTL EQUITY INDEX FDS TOTAL WORLD STK INDEX FD ETF SHS92204274219,489$2.1M0.09%
230IDEXX LABS INC COM45168D1043,170$2.1M0.09%
231ISHARES TR S&P MIDCAP 400 GROWTH ETF46428760624,171$2.1M0.09%
232TRAVELERS COS INC COMTRV13,131$2.1M0.09%
233TOTALENERGIES SE SPONS ADR ISIN#US89151E1091TTE41,245$2.0M0.09%
234NISOURCE INC COMNI73,286$2.0M0.09%
235AMERIPRISE FINL INC COM03076C1066,557$2.0M0.08%
236KKR & CO INC COMKKRT26,483$2.0M0.08%
237AUTOZONE INC COMAZO936$2.0M0.08%
238REPUBLIC SVCS INC COM76075910013,914$1.9M0.08%
239CUMMINS INC COMCMI8,863$1.9M0.08%
240ELEVANCE HEALTH INC COMELV4,167$1.9M0.08%
241ISHARES TR MORNINGSTAR SMALL-CAP GROWTH ETF46428860438,832$1.9M0.08%
242QUALCOMM INC COMQCOM10,307$1.9M0.08%
243NVR INC COMNVR317$1.9M0.08%
244MSC INDL DIRECT INC CL A55353010622,247$1.9M0.08%
245CHEMED CORP NEW COMCHE3,479$1.8M0.08%
246DISNEY WALT CO DISNEY COM25468710611,878$1.8M0.08%
247MORGAN STANLEY COM NEWMS-PQ18,686$1.8M0.08%
248MCDONALDS CORP COMMCD6,831$1.8M0.08%
249BECTON DICKINSON & CO COMBDX7,259$1.8M0.08%
250MIDDLEBY CORP COMMIDD9,268$1.8M0.08%
251EXPONENT INC COMEXPO15,594$1.8M0.08%
252EVERGY INC COMEVRG26,179$1.8M0.08%
253MONOLITHIC PWR SYS INC COM6098391053,634$1.8M0.08%
254MARATHON PETE CORP COMMARA28,012$1.8M0.08%
255TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US874039100387403910014,779$1.8M0.08%
256UNITED RENTALS INC COMURI5,336$1.8M0.07%
257GENERAL DYNAMICS CORP COMGD8,494$1.8M0.07%
258DIGITAL RLTY TR INC COM2538681039,992$1.8M0.07%
259CATERPILLAR INS COMCAT8,519$1.8M0.07%
260BENTLEY SYS INC CL BBSY36,267$1.8M0.07%
261MARVELL TECHNOLOGY INC COMMRVL19,940$1.7M0.07%
262ISHARES TR S&P SMALL-CAP 600 VALUE ETF46428787916,683$1.7M0.07%
263ISHARES TR CORE S&P U S GROWTH ETF46428767114,945$1.7M0.07%
264ECOLAB INC COMECL7,332$1.7M0.07%
265HENRY JACK & ASSOC INC COM42628110110,154$1.7M0.07%
266COSTAR GROUP INC COMCSGP21,119$1.7M0.07%
267DISCOVER FINL SVCS COM25470910814,333$1.7M0.07%
268EQUITABLE HLDGS INC COMEQH-PC50,261$1.6M0.07%
269NUTRIEN LTD REGISTERED SHS ISIN#CA67077M1086NTR21,702$1.6M0.07%
270WISDOMTREE TR EMERGING MKTS HIGH DIVID FDWT37,712$1.6M0.07%
271ASTRAZENECA PLC SPONSORED ADR ISIN#US0463531089AZN27,976$1.6M0.07%
272GENERAL MTRS CO COM37045V10027,502$1.6M0.07%
273INTERCONTINENTAL EXCHANGE INC COM45866F10411,638$1.6M0.07%
274RESTAURANT BRANDS INTL INC COM ISIN#CA76131D103376131D10326,165$1.6M0.07%
275MONDELEZ INTL INC CL A60920710523,908$1.6M0.07%
276VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 INDEX FD ETF SHS92206C7307,123$1.6M0.07%
277BRIGHT HORIZONS FAMILY SOLUTIONS INC DEL COM10919410012,384$1.6M0.07%
278LOWES COS INC COM5486611075,967$1.5M0.07%
279FORTIVE CORP COMFTV20,071$1.5M0.06%
280BERRY GLOBAL GROUP INC COM08579W10320,653$1.5M0.06%
281TESLA INC COMTSLA1,428$1.5M0.06%
282ELANCO ANIMAL HEALTH INC COMELAN52,865$1.5M0.06%
283CARMAX INC COMKMX11,465$1.5M0.06%
284SELECT SECTOR SPDR TR ENERGY81369Y50626,880$1.5M0.06%
285REGIONS FINL CORP NEW COMRF-PF68,072$1.5M0.06%
286NOVARTIS AG SPONSORED ADRNVSEF16,872$1.5M0.06%
287CLARIVATE PLC SHS ISIN#JE00BJJN4441CLVT62,039$1.5M0.06%
288DEERE & CO COMDE4,208$1.4M0.06%
289BIO RAD LABORATORIES INC CL A0905722071,867$1.4M0.06%
290WALGREENS BOOTS ALLIANCE INC COM93142710826,823$1.4M0.06%
291CONAGRA BRANDS INC COMCAG40,760$1.4M0.06%
292ROLLINS INC COMROL40,408$1.4M0.06%
293NEXSTAR MEDIA GROUP INC COMNXST9,134$1.4M0.06%
294DYNATRACE INC COMDT22,620$1.4M0.06%
295COCA-COLA EUROPACIFIC PARTNERS PLC ISIN#GB00BDCPN049CCEP24,403$1.4M0.06%
296SNAP ON INC COMSNA6,294$1.4M0.06%
297DROPBOX INC CL ADBX54,681$1.3M0.06%
298MATCH GROUP INC NEW COMMTCH10,086$1.3M0.06%
299WESTERN ALLIANCE BANCORPORATION COMWAL-PA12,137$1.3M0.06%
300ROBLOX CORP COM CL ARBLX12,549$1.3M0.05%
301MCKESSON CORP COMMCK5,180$1.3M0.05%
302ESSENT GROUP LTD COM ISIN#BMG3198U1027ESNT28,209$1.3M0.05%
303CHUBB LTD COM ISIN#CH0044328745CB6,622$1.3M0.05%
304CENTERPOINT ENERGY INC COMCNP45,837$1.3M0.05%
305AIR PRODS & CHEMS INC COMAIIR4,185$1.3M0.05%
306INTEL CORP COMINTC24,684$1.3M0.05%
307FAIR ISAAC CORPORATION COMFICO2,909$1.3M0.05%
308UNITED THERAPEUTICS CORP DEL COMUTHR5,829$1.3M0.05%
309PHILLIPS 66 COMPSX17,223$1.2M0.05%
310VANGUARD INDEX FDS VANGUARD SMALL-CAP VALUE ETF9229086116,976$1.2M0.05%
311DOW INC COMDOW21,322$1.2M0.05%
312STRYKER CORP COMMONSYK4,485$1.2M0.05%
313SONY GROUP CORP AMERN SH NEW ISIN#US8356993076SNEJF9,484$1.2M0.05%
314ISHARES TR MSCI EAFE VALUE ETF46428887723,683$1.2M0.05%
315INTERNATIONAL BUSINESS MACHS CORP COMINTR8,868$1.2M0.05%
316HUMANA INC COMHUM2,546$1.2M0.05%
317BP PLC SPONS ADRBPPFF43,884$1.2M0.05%
318GOLDMAN SACHS GROUP INC COMGSCE3,017$1.2M0.05%
319DOLLAR GEN CORP NEW COM2566771054,894$1.2M0.05%
320NXP SEMICONDUCTORS NV COM STK ISIN#NL0009538784NXPI5,047$1.1M0.05%
321CENCORA INC COMCOR8,648$1.1M0.05%
322EOG RES INC COMEOG12,693$1.1M0.05%
323SKYWORKS SOLUTIONS INC COMSWKS7,262$1.1M0.05%
324TELEDYNE TECHNOLOGIES INC COMTDY2,578$1.1M0.05%
325OTIS WORLDWIDE CORP COMOTIS12,923$1.1M0.05%
326HILTON WORLDWIDE HLDGS INC COM NEWHLT7,136$1.1M0.05%
327ETSY INC COMETSY4,944$1.1M0.05%
328ILLINOIS TOOL WKS INC COM4523081094,344$1.1M0.05%
329RPM INTL INC COM74968510310,596$1.1M0.05%
330ALCON SA ACT NOM ISIN#CH0432492467ALC12,074$1.1M0.05%
331SELECT SECTOR SPDR TR UTILS81369Y88614,911$1.1M0.05%
332VANGUARD WORLD FDS VANGUARD HEALTH CARE ETF92204A5043,999$1.1M0.04%
333SELECT SECTOR SPDR TR CONSUMER DISCRETIONARY81369Y4075,150$1.1M0.04%
334AMEREN CORP COMAEE11,812$1.1M0.04%
335MARSH & MCLENNAN COS INC COM5717481025,939$1.0M0.04%
336WISDOMTREE TR INT RATE HEDGED HIGH YIELD BD FDWT46,010$1.0M0.04%
337AMERICAN EXPRESS CO COMAXP6,215$1.0M0.04%
338ORACLE CORP COMORCL-PD11,547$1.0M0.04%
339POLARIS INC COMPII9,139$1.0M0.04%
340GLOBAL PMTS INC COM37940X1027,412$1.0M0.04%
341KEURIG DR PEPPER INC COMKDP26,890$991,1650.04%
342AVANTOR INC COMAVTR23,468$988,9420.04%
343NEXTERA ENERGY PARTNERS LP COM UNIT LTD PARTNERSHIP INTNEE-PW11,664$984,4420.04%
344CME GROUP INC COMCME4,281$977,9560.04%
345ENTERGY CORP NEW COMENO8,668$976,4630.04%
346VANGUARD INDEX FDS VANGUARD SMALL-CAP GROWTH ETF9229085953,380$952,4500.04%
347SENSATA TECHNOLOGIES HOLDING PLC REGISTERED SHS ISIN#GB00BFMBMT84ST15,294$943,4870.04%
348VANGUARD WORLD FDS VANGUARD INDLS ETF92204A6034,618$937,2690.04%
349MACERICH CO COMMAC54,051$934,0010.04%
350VANGUARD WORLD FD VANGUARD MEGA CAP GROWTH ETF9219108163,480$907,4450.04%
351ROCKWELL AUTOMATION INC COMROK2,590$903,5220.04%
352SELECT SECTOR SPDR TR INDL81369Y7048,476$896,8460.04%
353LAS VEGAS SANDS CORP COMLVS23,813$896,3210.04%
354INVESCO EXCHANGE-TRADED FD TR II SR LN ETFIVZ40,267$889,9010.04%
355CANADIAN NATL RY CO COM ISIN#CA13637510271363751027,231$888,4010.04%
356AXALTA COATING SYSTEMS LTD SHS ISIN#BMG0750C1082AXTA26,319$871,6850.04%
357LAZARD LTD N/C EFF 01/02/24 1 OLD / 1 NEW CU 52110M109 LAZARD INCLAZ19,872$867,0030.04%
358EQUINOR ASA SPONSORED ADR ISIN#US29446M1027STOHF32,593$858,1610.04%
359TORONTO DOMINION BK ISIN#CA8911605092TORO11,132$853,6020.04%
360ISHARES TR RUSSELL 2000 VALUE ETF4642876305,043$837,3900.04%
361CORTEVA INC COMCTVA17,575$830,9220.04%
362PIMCO ETF TR 1-5 YR US TIPS INDEX EXCHANGE-TRADED FD72201R20515,019$828,7480.03%
363SCHWAB STRATEGIC TR US TIPS ETF80852487013,027$819,2680.03%
364SABRE CORP COMSABR94,089$808,2250.03%
365LYONDELLBASELL INDUSTRIES N V ORD SHS CL ALYB8,758$807,7640.03%
366ZIMMER BIOMET HLDGS INC COMZBH6,158$782,3120.03%
367VANGUARD WORLD FDS VANGUARD MATLS ETF92204A8013,915$770,7850.03%
368FOX CORP CL AFOX20,848$769,2910.03%
369ROGERS COMMUNICATIONS INC CL B NON VOTING SHS ISIN#CA7751092007RCIAF16,110$767,3190.03%
370SEMPRA COMSREA5,681$751,4830.03%
371MOHAWK INDS INC COM6081901044,111$748,9420.03%
372HOWMET AEROSPACE INC COMHWM23,352$743,2940.03%
373ALLSTATE CORP COMALL-PJ6,308$742,1360.03%
374ALPS ETF TR ALERIAN MLP ETF NEW00162Q45222,646$741,4300.03%
375QORVO INC COMQRVO4,719$738,0040.03%
376MOTOROLA SOLUTIONS INC COM NEWMSI2,597$705,6050.03%
377LKQ CORP COMLKQ11,546$693,1060.03%
378ISHARES GOLD TR ISHARES NEWIAU19,900$692,7190.03%
379COSTCO WHOLESALE CORP NEW COM22160K1051,216$690,3230.03%
380STANLEY BLACK & DECKER INC COMSWK3,629$684,5020.03%
381CANADIAN NATURAL RES LTD ISIN#CA136385101713638510115,999$675,9580.03%
382RAYMOND JAMES FINL INC COM7547301096,698$672,4790.03%
383SPDR S&P MIDCAP 400 ETF TR UNIT SER 1 STANDARD & POORS DEP RCPTMDY1,268$656,4180.03%
384FIDELITY NATL FINL INC NEW FNF GROUP COMFNF12,387$646,3540.03%
385W P CAREY INC COM92936U1097,831$642,5340.03%
386BOEING CO COMBA-PA3,170$638,1820.03%
387OWENS CORNING NEW COMOC6,906$624,9930.03%
388ENPHASE ENERGY INC COMENPH3,409$623,6420.03%
389SELECT SECTOR SPDR TR FINANCIAL81369Y60515,850$618,9430.03%
390KONINKLIJKE PHILIPS N V ISIN#US5004723038RYLPF16,681$614,6950.03%
391LEIDOS HLDGS INC COMLDOS6,888$612,3430.03%
392FIFTH THIRD BANCORP COMFITBM13,962$608,0450.03%
393MARTIN MARIETTA MATLS INC COM5732841061,372$604,3930.03%
394CSX CORP COMCSX16,048$603,4050.03%
395VAIL RESORTS INC COMMTN1,832$600,7170.03%
396WELLTOWER INC COMWELL7,000$600,4270.03%
397ALLY FINL INC COM02005N10012,591$599,4580.03%
398SELECT SECTOR SPDR TR MATLS81369Y1006,567$595,0360.03%
399BROADRIDGE FINL SOLUTIONS INC COM11133T1033,215$587,7660.02%
400WATSCO INC COMWSO-B1,876$586,9630.02%
401WABTEC COM9297401086,372$586,9250.02%
402VANGUARD MUN BD FDS TAX-EXEMPT BD INDEX FD ETF92290774610,625$583,4360.02%
403PROGRESSIVE CORP OH COM7433151035,672$582,2310.02%
404VANGUARD SCOTTSDALE FDS VANGUARD RUSSELL 1000 VALUE INDEX FD ETF SHS92206C7147,887$581,5870.02%
405ISHARES TR MORNINGSTAR MID CAP GROWTH ETF4642883077,926$580,5000.02%
406ISHARES TR CORE GROWTH ALLOCATION ETF46428986710,119$577,5930.02%
407AMPHENOL CORP NEW CL A0320951016,595$576,7990.02%
408DOVER CORP COMDOV3,161$574,0380.02%
409ISHARES TR GLOBAL CLEAN ENERGY ETF46428822426,398$558,8460.02%
410PARKER-HANNIFIN CORP COMPH1,754$557,9820.02%
411ISHARES INC MSCI WORLD INDEX FD4642863924,123$557,9240.02%
412VANGUARD WORLD FDS VANGUARD CONSUMER STAPLES ETF92204A2072,750$549,6700.02%
413NEWMONT CORP COMNEMCL8,708$540,0700.02%
414CHECK POINT SOFTWARE TECHNOLOGIES LTD SHS ISIN#IL0010824113M224651044,446$518,2260.02%
415GSK PLC R/S EFF 07/19/22 1 OLD / .8 NEW CU 37733W204 ADR GSK PLCGLAXF11,671$514,6810.02%
416ROYAL BK CDA MONTREAL QUE ISIN# CA78008710217800871024,794$508,8590.02%
417QUANTA SVCS INC COM74762E1024,403$504,8480.02%
418SCHWAB STRATEGIC TR US LARGE-CAP GROWTH ETF8085243003,071$502,8760.02%
419INDEXIQ ETF TR IQ HEDGE MULTI-STRATEGY TRACKER ETF45409B10715,730$500,0570.02%
420VERTIV HLDGS CO CL AVRT19,827$495,0800.02%
421ISHARES TR 20 YR TREAS BD ETF4642874323,320$491,9910.02%
422APTIV PLC SHS COMAPTV2,977$491,0560.02%
423TAPESTRY INC COMTPR12,081$490,4890.02%
424AMCOR PLC REGISTERED SHS ISIN#JE00BJ1F3079AMCCF40,793$489,9240.02%
425EDISON INTL COM2810201077,177$489,8300.02%
426ALLIANT ENERGY CORP COMLNT7,877$484,1990.02%
427STATE STR CORP COMSTT-PG5,201$483,6930.02%
428SPDR SER TR PORTFOLIO S&P 600 SMALL CAP ETF78468R85310,537$470,8990.02%
429GEN DIGITAL INC COMGENVR18,002$467,6920.02%
430LENNAR CORP CL ALEN-B3,994$463,9430.02%
431GLOBAL X FDS US INFRASTRUCTURE DEV ETF37954Y67316,027$461,4170.02%
432ON SEMICONDUCTOR CORP COMON6,781$460,5660.02%
433US FOODS HLDG CORP COMUSFD13,171$458,7460.02%
434NORFOLK SOUTHN CORP COM6558441081,536$457,2830.02%
435SEALED AIR CORP NEW COMSE6,680$450,7000.02%
436BAXTER INTL INC COM0718131095,230$448,9430.02%
437NEWELL BRANDS INC COMNWL20,502$447,7530.02%
438OCUGEN INC COMOCGN98,390$447,6750.02%
439S&P GLOBAL INC COMSPGI941$444,1570.02%
440XCEL ENERGY INC COMXELLL6,438$435,8530.02%
441ISHARES TR ESG AWARE MSCI USA ETF46435G4253,984$429,8740.02%
442PRUDENTIAL FINL INC COMPUKPF3,966$429,2800.02%
443SAP SE SPONSORED ADR ISIN#US8030542042SAPGF3,038$425,6540.02%
444SIMON PPTY GROUP INC NEW COM8288061092,654$424,0300.02%
445LEGGETT & PLATT INC COMLEG10,213$420,3480.02%
446ISHARES TR ESG AWARE U S AGGREGATE BD ETF46435U5497,482$413,0060.02%
447NETAPP INC COMNTAP4,484$412,4830.02%
448HANESBRANDS INC COM41034510224,621$411,6580.02%
449EXELON CORP COMEXC7,095$409,8070.02%
450TE CONNECTIVITY LTD REG SHS ISIN#CH0102993182TEL2,536$409,2190.02%
451SSGA ACTIVE ETF TR SPDR BLACKSTONE SR LN ETF78467V6088,814$402,1830.02%
452SPDR SER TR BLOOMBERG HIGH YIELD BD ETF NEW78468R6223,655$396,8520.02%
453ADVANCED MICRO DEVICES INC COMAMD2,698$388,2420.02%
454WILLIS TOWERS WATSON PUB LTD CO SHS ISIN#IE00BDB6Q211WTW1,628$386,6340.02%
455EVEREST GROUP LTD SHS ISIN#BMG3223R1088EG1,408$385,6790.02%
456ISHARES TR ESG AWARE MSCI EAFE ETF46435G5164,820$382,9970.02%
457OMNICOM GROUP INC COMOMC5,208$381,6010.02%
458ISHARES TR ESG AWARE 1-5 YR USD CORPORATE BD ETF46435G24314,667$376,2090.02%
459SPDR SER TR BLOOMBERG INTL TREAS BD ETF78464A51613,270$375,1430.02%
460EATON VANCE TAX-MANAGED GLOBAL DIVERSIFIED EQUITY INCOME FD COMETN35,134$374,8830.02%
461TYSON FOODS INC CL ATSN4,293$374,1780.02%
462REGENCY CTRS CORP COM7588491034,936$371,9280.02%
463HARTFORD FINL SVCS GROUP INC COMHIG-PG5,384$371,7110.02%
464LEAR CORP COM NEWLEA2,018$369,1930.02%
465DIAGEO PLC SPONSORED ADR NEW ISIN#US25243Q2057DGEAF1,664$366,3130.02%
466TEXTRON INC COMTXT4,673$360,7560.02%
467KOHLS CORP COMKSS7,278$359,4600.02%
468BHP GROUP LTD SPONSORED ADR ISIN#US0886061086BHPLF5,949$359,0220.02%
469NUCOR CORP COMNUE3,129$357,1750.02%
470NOVO NORDISK A.S. ADR FORMERLY NOVO INDUSTRIE A.S. ADR SAME CUSIPNONOF3,159$353,8080.01%
471FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FDFLEX8,593$339,3380.01%
472GOLDMAN SACHS ETF TR TR JUST US LARGE CAP EQUITY ETFNVGLF4,831$329,9350.01%
473VANGUARD WORLD FDS VANGUARD FINLS ETF92204A4053,415$329,7470.01%
474ISHARES TR INTER GOVT CR BD ETF4642886122,880$327,6000.01%
475HERSHEY CO COMHSY1,688$326,5770.01%
476VANGUARD INDEX FDS MID-CAP GROWTH ETF9229085381,274$324,3860.01%
477DARDEN RESTAURANTS INC COMDRI2,142$322,6710.01%
478ISHARES TR MSCI ACWI LOW CARBON TARGET ETF46434V4641,853$322,3660.01%
479ECHOSTAR CORP CL ASATS12,138$319,8360.01%
480ASML HLDG N V N Y REGISTRY SHS NEW 2012ASMLF400$318,4560.01%
481ISHARES TR 5-10 YR INVT GRADE CORPORATE BD ETF4642886385,337$316,3240.01%
482CRITEO SA SPONS ADR ISIN#US2267181046CRTO8,048$312,8260.01%
483TELUS CORP COM ISIN#CA87971M1032TU13,250$312,5210.01%
484ISHARES INC ESG AWARE MSCI EM ETF46434G8637,861$312,4750.01%
485PRICE T ROWE GROUP INC COMTROW1,581$310,8880.01%
486GLOBANT S A COM ISIN#LU0974299876GLOB970$304,6670.01%
487CENOVUS ENERGY INC COM ISIN#CA15135U1093CVE24,660$302,8250.01%
488FIVE BELOW INC COMFIVE1,440$297,9220.01%
489FASTENAL CO COMFAST4,543$291,0250.01%
490HDFC BK LTD ADR REPSTG 3 SHSHDB4,450$289,5620.01%
491VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS921932505932$281,2220.01%
492VANGUARD MALVERN FDS SHORT-TERM INFLATION PROTECTED SECS INDEX FD ETF SHS9220208055,432$279,2050.01%
493SELECT SECTOR SPDR TR HEALTH CARE81369Y2091,969$277,4120.01%
494ARISTA NETWORKS INC COMANET1,912$274,8500.01%
495EVERSOURCE ENERGY COMES3,016$274,3960.01%
496ISHARES TR CORE TOTAL USD BD MKT ETF46434V6135,157$272,9600.01%
497SOUTHWEST AIRLS CO COM8447411086,367$272,7620.01%
498VANGUARD WORLD FDS VANGUARD ENERGY ETF92204A3063,502$271,7900.01%
499SBA COMMUNICATIONS CORP NEW CL ASBAC698$271,5360.01%
500ZIM INTEGRATED SHIPPING SERVICES LTD SHS ISIN#IL0065100930ZIM4,609$271,2860.01%