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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

Pinnacle Bancorp, Inc.

Quarter ended Q3 2025 · Filed October 24, 2025 · Accession 0001703383-25-000007

Total Value
$338.6M
Positions
910
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Berkshire Hathaway Inc Del Cl ABRK-A32$24.1M7.25%
2Vanguard 500 Index Fund ETF92290836334,797$21.3M6.40%
3Microsoft Corp ComMSFT22,001$11.4M3.42%
4Apple Computer Inc ComAAPL34,062$8.7M2.61%
5Berkshire Hathaway Inc Del Cl B NewBRK-A15,485$7.8M2.34%
6iShares Tr Midcap Index FD464287507115,289$7.5M2.26%
7iShares Tr S&P 500 Index46428720010,374$6.9M2.09%
8JP Morgan Chase & Co ComVYLD20,868$6.6M1.98%
9SPDR Tr Unit Ser 1SPY9,343$6.2M1.87%
10Amazon Com IncAMZN26,695$5.9M1.76%
11iShares Tr MSCI Eafe Idx46428746559,542$5.6M1.67%
12Alphabet Inc Class AGOOG20,464$5.0M1.49%
13Vanguard Total Bond Mkt92193783566,473$4.9M1.49%
14Costco Whsl Corp New Com22160K1055,185$4.8M1.44%
15Meta Platforms Inc Ordinary Shares - Class AMETA6,282$4.6M1.39%
16VISA Inc Class A SharesV13,350$4.6M1.37%
17Eli Lilly & Co ComLLY5,527$4.2M1.27%
18Vanguard Mega Cap 300 Grwth92191081610,344$4.2M1.25%
19iShares S&P 500 Barra Value46428740819,466$4.0M1.21%
20Alphabet Inc Class CGOOG16,075$3.9M1.18%
21Vanguard Ttl Stk Mkt ETF92290876911,270$3.7M1.11%
22Vanguard Div Appreciation92190884417,079$3.7M1.11%
23Vanguard Mega Cap 300 Value92191084025,485$3.5M1.05%
24Vanguard Emerging Mkts ETF92204285855,677$3.0M0.91%
25Johnson & Johnson ComJNJ16,094$3.0M0.90%
26iShares Core MSCI Eafe ETF46432F84232,764$2.9M0.86%
27Abbvie Inc ComABBV11,951$2.8M0.83%
28Invesco Qqq Trust Series 1 Invsc Srs EtfIVZ4,542$2.7M0.82%
29Procter & Gamble Co74271810916,856$2.6M0.78%
30Vanguard Index Fds Growth ETF9229087365,242$2.5M0.76%
31iShares Tr S&P Smallcap 600 Index Fund46428780420,939$2.5M0.75%
32Bank of America Corporation Com06050510445,621$2.4M0.71%
33Ishares Tr Short-term Natl Mun Bd Etffd46428815821,329$2.3M0.68%
34Vanguard Group, Inc. Short-Term Treasury Etf92206C10238,428$2.3M0.68%
35Vanguard Intermediate Term Treas Index92206C70636,235$2.2M0.65%
36Wells Fargo & Co New Com94974610123,716$2.0M0.60%
37iShares S&P 500/Barra Grwth46428730915,769$1.9M0.57%
38Chevrontexaco Corp ComCVX11,923$1.9M0.56%
39iShares 400/Barra Value46428770514,124$1.8M0.55%
40iShares Dow Jones Sel Index46428716811,765$1.7M0.50%
41Nvidia CorpNVDA8,905$1.7M0.50%
42McDonalds Corp ComMCD5,391$1.6M0.49%
43iShares US Aggregate Bd Fund ETF46428722615,393$1.5M0.46%
44Vanguard 500 Grwth Index Fund #33419219325053,262$1.4M0.43%
45iShares Tr Large Grwth46428711913,505$1.4M0.42%
46iShares S&P Nat Muni Bond Fund46428841412,899$1.4M0.41%
47Union Pac Corp ComUNP5,751$1.4M0.41%
48SPDR Gold Trust Gold ShsGLD3,676$1.3M0.39%
49iShares Tr Russell 2000 X FD4642876555,277$1.3M0.38%
50Vanguard Value ETF9229087446,619$1.2M0.37%
51Deutsche X-Trackers MSCI Eafe Hedged Equity ETF23305120025,922$1.2M0.36%
52DFA Tax-Mng US Sml Cap ETF25434V50017,425$1.2M0.36%
53Vanguard Tax-exempt Bond Index Fund Muni Bnd Tax Exempt Etf92290774623,466$1.2M0.35%
54iShares Core MSCI Emerging Markets ETF46434G10317,787$1.2M0.35%
55Vanguard Scottsdale Funds Short-Term Corp Bd92206C40914,656$1.2M0.35%
56Cisco Sys Inc ComCSCO17,073$1.2M0.35%
57Blackrock Inc NewBLK997$1.2M0.35%
58SPDR Barclarys Short-Term Corporate Bond FD78464A47436,084$1.1M0.33%
59Vanguard FTSE Developed Markets92194385817,369$1.0M0.31%
60Pepsico Inc ComPEP7,323$1.0M0.31%
61Coca Cola Co ComKO15,049$998,0500.30%
62Vanguard Index Fds Mid Cap ETF9229086293,359$986,6730.30%
63Wal Mart Stores Inc ComWMT9,435$972,3710.29%
64Honeywell Intl Inc Com4385161064,588$965,7740.29%
65Lowes Cos Inc Com5486611073,770$947,4390.28%
66Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf46434V62113,637$928,4270.28%
67Cadence Design System IncCDNS2,601$913,6270.27%
68Vanguard Group, Inc. Mid-Cap Value Etf9229085125,097$889,7520.27%
69Broadcom IncAVGO2,689$887,1280.27%
70Travelers Cos (St Paul Cos)TRV3,068$856,6470.26%
71Emerson Elec Co ComEMR6,454$846,6360.25%
72Automatic Data Processing IncomADP2,850$836,4750.25%
73DFA Tax Managed US Targeted Value Fund ETF25434V60913,902$809,2270.24%
74Vanguard Sector Index Fds9229085538,839$808,0190.24%
75General Dynamics Corp ComGD2,358$804,0780.24%
76Morgan StanleyMS-PQ4,995$794,0050.24%
77Home Depot Inc ComHD1,896$768,2400.23%
78Raytheon Technologies Corp COMMONRTX4,543$760,1800.23%
79Abbott Labs ComABLZF5,661$758,2340.23%
80First Trust Exchange-Traded Fund Iii Small Cap Value Alphadex33737M40913,413$749,7040.23%
81Schwab Strategic Trust U.S. Tips Etf80852487027,742$747,6470.22%
82Schwab Strategic Tr US Dividend Eq80852479727,186$742,1780.22%
83Pimco Trust 0-5 Yr Exchange72201R7837,743$740,8500.22%
84Exxon Mobil Corp ComXOM6,553$738,8510.22%
85Vanguard Mid-Cap Growth ETF9229085382,449$719,4840.22%
86Cummins Inc ComCMI1,685$711,6930.21%
87AFLAC Inc ComAFL6,340$708,1780.21%
88iShares Tr MBS ETF4642885887,427$706,6790.21%
89Accenture PLC Ireland Shs Class AACN2,862$705,7690.21%
90International Business MacHscomINTR2,437$687,6240.21%
91iShares-Trks MSCI Mkt X46428723412,845$685,9230.21%
92Oracle Corp ComORCL-PD2,425$682,0070.20%
93First Tr Exchange33740F80515,337$681,2700.20%
94Ishares Gold Trust ETFIAU9,321$678,2890.20%
95US Bancorp IncUSB-PS13,985$675,8950.20%
96Disney Walt Co Com Disney2546871065,787$662,6120.20%
97Unitedhealth Group Inc ComUNH1,918$662,2850.20%
98Vanguard S & P 500 Value9219327033,282$654,6610.20%
99Schwab US Broad Market Etf80852410225,092$645,1150.19%
100American Tower Corp Class A03027X1003,327$639,8490.19%
101Linde Plc CORP COMMONLIN1,340$636,5000.19%
102Vanguard Small Cap9229087512,411$613,0690.18%
103Ishares Trust Ibonds Dec 2027 Term Treasury Etf46436E84127,197$612,4760.18%
104Merck & Co Inc New ComMRK7,199$604,2120.18%
105Vanguard Group, Inc. Total Corporate Bond Etf92206C5737,650$599,6070.18%
106Select Sector SPDR Tr Sbi Int-Tech81369Y8032,104$593,0330.18%
107Verizon Communications ComVZ13,351$586,7590.18%
108iShares Tr Russell McP Vl4642874734,195$585,9160.18%
109Palo Alto Networks Inc.PANW2,869$584,1860.18%
110Ishares Trust Ibonds Dec 2026 Term Treasury Etf46436E85825,396$582,8380.18%
111iShares Trust Russell Midcap4642874995,910$570,6110.17%
112iShares Tr MSCI Eafe Value Index FD4642888778,176$554,5780.17%
113Spdr Portfolio S&p 500 Value Etf78464A5089,974$551,8610.17%
114Vanguard Intermediate9219378196,968$544,1650.16%
115Invesco Capital Management LLC S&p 500 Pure Value EtfIVZ5,443$540,9250.16%
116Intercontinental Exchange Incom45866F1043,192$537,7880.16%
117Paychex Inc ComPAYX4,233$536,5750.16%
1183M CoMMM3,444$534,4400.16%
119Qualcomm Inc ComQCOM3,176$528,3590.16%
120Invesco Capital Management LLC S&p 500 Equal Weight EtfIVZ2,775$526,4180.16%
121Zoetis Inc Cl AZTS3,531$516,6560.16%
122Mastercard Inc Cl AMA904$514,2040.15%
123Pfizer Inc ComPFE20,084$511,7400.15%
124Vanguard Mega Cap 300 ETF9219108732,068$504,7780.15%
125Vanguard Total World Stk9220427423,603$496,4930.15%
126Schwab US Mid Cap Etf Charles Mc80852450816,742$496,2330.15%
127iShares Lehman 7-10 Yr Index4642874405,143$496,0940.15%
128iShares Tr Russell1000grw4642876141,037$485,7410.15%
129Ishares Tr Msci Eafe Minimum Volatilityetf46429B6895,665$480,5620.14%
130Schwab US Large Cap80852420118,162$478,3870.14%
131American Century Etf Trust Avantis U.S. Small Cap Value0250728774,795$477,2460.14%
132Altria Group Inc ComMO7,019$463,6750.14%
133Vanguard Sm Cap Grwth ETF9229085951,551$461,4640.14%
134Amphenol Corp New Cl A0320951013,633$449,5840.14%
135Deere & Co ComDE970$443,5420.13%
136Adobe Systems IncADBE1,247$439,8790.13%
137Salesforce Com IncCRM1,850$438,4500.13%
138Novartis A G Sponsored ADRNVSEF3,378$433,1950.13%
139Vanguard Group, Inc. Esg U.S. Stock Etf9219107333,611$427,6870.13%
140Coca-Cola European Partners PLC, London ShsCCEP4,707$426,4820.13%
141Marathon Pete Corp ComMARA2,200$424,0280.13%
142Vanguard Group, Inc. Total International Stock Etf9219097685,772$424,0110.13%
143Applied Matls Inc Com0382221052,063$422,3790.13%
144Philip Morris Intl Inc Com7181721092,599$421,5580.13%
145I Shares Silver TrustSLV9,856$417,5990.13%
146Valmont Inds Inc Com9202531011,067$413,7080.12%
147Vanguard Sm Cap9229086111,973$411,7850.12%
148Ishare Sector SPDR Energy81369Y5064,569$408,1940.12%
149Alps Sector Div. Dogs00162Q8586,700$403,5410.12%
150Consolidated Edison Inc ComED4,002$402,2810.12%
151Servicenow Inc CommonNOW437$402,1620.12%
152Strategic Trust Running Oak Efficient Growth Etf48817R87011,500$394,0910.12%
153Schwab U.S. REIT ETF80852484717,410$375,5340.11%
154Southern Co ComSOMN3,958$375,1000.11%
155Waste Mgmt Inc Del Com94106L1091,680$370,9940.11%
156General Electric Co3696043011,212$364,5940.11%
157Nextera Energy Inc FPLNEE-PW4,805$362,7290.11%
158Jacobs Solutions INC CORP COMMONJ2,406$360,5630.11%
159iShares Tr Russell1000val4642875981,764$359,1330.11%
160Uber Technologies INC CORP COMMONUBER3,545$347,3040.10%
161Ishares Trust Ibonds Dec 2028 Term Treasury Etf46436E83315,492$346,7880.10%
162Vanguard Mtg-Backed92206C7717,351$345,2030.10%
163Spdr Series Trust Portfolio High Yield Bond Etf78468R60614,370$344,0180.10%
164Texas Instruments Inc8825081041,855$340,8190.10%
165Phillips 66 ComPSX2,446$332,7050.10%
166Duke Energy Corp New Com NewDUKB2,671$330,5360.10%
167Thermo Electron Corp ComTMO671$325,4480.10%
168AT&T Inc ComT-PC11,450$323,3480.10%
169TJX Cos Inc New Com8725401092,229$322,1800.10%
170Ishares Lehman 20 Year Pls Treasury Bnd Etf4642874323,565$318,6040.10%
171Vanguard Charlotte Funds Total Intl Bd ETF92203J4076,338$313,4770.09%
172Laboratory Corp of Amer HldgsLH1,091$313,1820.09%
173Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2029 Corporate Bond EtfIVZ16,628$312,7730.09%
174EOG RES Inc ComEOG2,765$310,0120.09%
175Std&Poor MidcapMDY520$309,9360.09%
176Northrop Grumman Corp ComNOC503$306,4880.09%
177Ecolab IncECL1,080$295,7690.09%
178Capital Group Companies Inc Growth Etf14020G1016,700$294,2640.09%
179Invesco Exchange-Traded Self-Indexed Fund Trust Bulletshares 2031 Corporate Bond EtfIVZ17,634$294,1350.09%
180Taiwan Semiconductor Mfg Ltdsponsored ADR8740391001,053$294,0230.09%
181Enbridge Inc ComENNPF5,778$291,5580.09%
182First Trust Exchange-Traded Fund Iv Ft Vest S&p 500 Dividend Aristocrats Target Income Etf33739Q7055,912$291,5210.09%
183Transdigm Group Inc CommonTDG219$288,6460.09%
184First Trust Exchange-Traded Fund Iii Rising Dividend Achievers Etf33738R5064,276$287,6040.09%
185Invesco Capital Management LLC Bulletshares 2027 Corporate Bond EtfIVZ14,589$287,5490.09%
186Public StoragePSA-PS994$287,1170.09%
187IShares TR 0-5 YR Tips ETF46429B7472,734$282,5860.08%
188Williams Sonoma IncWSM1,440$281,4480.08%
189Vanguard Short Term Bond9219378273,553$280,3670.08%
190Texas Pacific Land CorporationTPL300$280,0920.08%
191American Century Etf Trust Avantis Emerging Markets Equity0250726043,725$279,7850.08%
192Medtronic, Inc.MDT2,932$279,2440.08%
193Prologis INC ReitPLDGP2,414$276,4510.08%
194Caterpillar Inc Del ComCAT579$276,2700.08%
195First Tr Value Line Divid33734H1065,964$275,7750.08%
196Intuit ComINTU398$271,7980.08%
197Illinois Tool Wks Inc Com4523081091,042$271,7120.08%
198Tesla IncTSLA609$270,8340.08%
199Select Sector SPDR Tr Sbi Int-Finl81369Y6054,986$268,5960.08%
200Schwab Charles Corp New ComSCHW-PJ2,813$268,5090.08%
201Marvell Technology Group LtdMRVL3,184$267,6790.08%
202Invesco S&p Midcap Low Volatility Etf Invsc S PIVZ4,200$266,9520.08%
203American Century Etf Trust Avantis U.S. Equity0250728852,450$266,3150.08%
204First Trust Mid cap Rising Dividend ETF33741X1026,978$265,3000.08%
205American Elec Pwr Inc Com0255371012,336$262,8000.08%
206Ishares Core Total Usd Bond Market Etf46434V6135,604$261,7630.08%
207Schwab Strategic Trust U.S. Large-Cap Growth Etf8085243008,150$260,0670.08%
208First Trust Small Cap Growth Alphadex33737M3002,826$256,3560.08%
209Starbucks Corp ComSBUX3,014$254,9840.08%
210Citigroup Inc Com NewC-PR2,487$252,4310.08%
211J.P.Morgan Investment Management Inc. JPMorgan Ultra-Short Income Etf46641Q8374,925$249,8450.08%
212Stryker Corp ComSYK670$247,6790.07%
213Sysco Corp ComSYY3,004$247,3490.07%
214Dbx Etf Trust Xtrackers Russell US Multifactor2330514814,250$246,8820.07%
215Intuitive Surgical IncISRG538$240,6100.07%
216Intel Corp ComINTC7,107$238,4400.07%
217SPDR DJ Wilshire Sm Cap78464A3002,675$237,1130.07%
218Nuveen Mun Value FD Inc ComNU26,000$233,4800.07%
219Marriott Intl Inc New Cl A571903202895$233,0940.07%
220Toronto Dominion BankTORO2,890$231,0560.07%
221Vanguard Sh-Term Inf9220208054,554$230,5690.07%
222iShares US Medical4642888103,835$230,4070.07%
223S&p Global Inc Ordinary SharesSPGI467$227,2940.07%
224Spdr Series Trust Portfolio Large Cap Etf78464A8542,898$227,0290.07%
225iShares Tr US Treas Inflatio4642871762,009$223,4410.07%
226Vanguard International Equity Ftse9220427753,112$222,1030.07%
227PNC Financial Services Group Inc6934751051,095$220,0180.07%
228ComcastCCZ6,983$219,4190.07%
229First Trust Emerging Markets Small Cap Aphadex ETF33737J3074,880$215,5960.06%
230Grainger W W Inc Com384802104225$214,4160.06%
231Eaton Corp PLC ShsETN565$211,3580.06%
232Dimensional Etf Trust US High Profitability25434V8315,588$211,0590.06%
233Oneok Inc New ComOKE2,870$209,4240.06%
234Vanguard World Fds Inf Tech ETF92204A702277$206,8170.06%
235General Mtrs Co Com37045V1003,365$205,1640.06%
236Nike Inc Cl BNKE2,915$203,2630.06%
237Dimensional Etf Trust International Core Equity 225434V7996,120$200,6750.06%
238Vanguard Group, Inc. Esg International Stock Etf9219107252,882$199,9240.06%
239Capital Group Companies Inc Global Growth Equity Etf14020X1045,750$196,4780.06%
240GE Vernova IncGEV317$194,9230.06%
241Schwab Strategic Trust U.S. Small-Cap Etf8085246076,890$192,2310.06%
242Vanguard Intrmdiate-Term Bd92206C8702,259$190,0040.06%
243Vanguard Group, Inc. Large Cap Etf922908637605$186,2550.06%
244Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf4642883072,215$183,2470.06%
245iShares MSCI USA Momentum Factor46432F396703$180,2840.05%
246Target CorpTGT1,994$178,8620.05%
247Allstate Corp ComALL-PJ831$178,3740.05%
248Vanguard High Div Yield9219464061,264$178,1610.05%
249Trust For Professional Managers Activepassive U.S. Equity Etf89834G7294,368$178,1270.05%
250Ishares Trust Ibonds Dec 2025 Term Treasury Etf46436E8667,550$176,4060.05%
251Blackrock Institutional Trust Company N.A. Ishares Emerging Markets Dividend Etf4642863195,800$172,2020.05%
252Vanguard Russell 1000 Growth Etf92206C6801,412$170,1460.05%
253Arthur J Gallagher Co363576109543$168,1890.05%
254Vanguard International Dividend Appreciation9219468101,876$168,0330.05%
255SPDR Ser Tr S&P Divid ETF78464A7631,180$165,2590.05%
256First Tr Exchange Traded Fund Iv Low Duration Opportunitiesetf33739Q2003,300$164,3070.05%
257Casey's General Stores Inc147528103290$163,9430.05%
258Boston Scientific Corp CommonBSX1,632$159,3320.05%
259John Hancock Investment Management LLC Multifactor Mid Cap Etf47804J2062,456$158,8790.05%
260Progressive Corp OH743315103641$158,2950.05%
261Conocophillips ComCOP1,661$157,1140.05%
262Amgen Inc ComAMGN554$156,3390.05%
263Mondelez Intl Inc Cl A6092071052,501$156,2370.05%
264Lockheed Martin Corp ComLMT307$153,2570.05%
265State Str Corp ComSTT-PG1,312$152,2050.05%
266ATMOS Energy Corp ComATO881$150,4310.05%
267iShares Midcap 400/Barra4642876061,564$149,9720.05%
268First Trust Exchange-Traded Fund Viii Ft Vest Laddered Buffer Etf33740F7554,478$149,6550.04%
269First Trust Exchange-Traded Fund Iii Short Duration Managed Municipal Etf33739P8307,433$149,2550.04%
270Cintas Corp COMMONCTAS720$147,7870.04%
271First Trust Nasdaq Cybersecurity Etf Cybrscrty33734X8461,941$147,5350.04%
272Victory Portfolios Ii Victoryshares Core Intermediate Bond Etf92647N5273,084$146,5520.04%
273Alerian MLP ETF00162Q4523,120$146,4100.04%
274Invesco Van Kampen MunIVZ15,000$145,0500.04%
275IShares MSCI USA Qlty46432F339745$144,9030.04%
276Ishares Trust S & P 1500 Total US Stock Market Etf464287150988$143,9020.04%
277NXP Semiconductors NVNXPI631$143,6980.04%
278Chubb LimitedCB509$143,6650.04%
279Schw Emg Mkt Eq ETF8085247064,223$140,9220.04%
280United Parcel Service IncUPS1,683$140,5810.04%
281First Trust Managed ETF33739N1082,752$139,5310.04%
282DFA T.A. US Core Equity Fund ETF25434V7083,605$139,0520.04%
283Wisdomtree International Hedged Quality Dividend Growth FundWT3,000$138,2400.04%
284O'Reilly Automotive Inc67103H1071,259$135,7330.04%
285Dollar General Corp2566771051,307$135,0780.04%
286Proshares Trust S&p 500 Dividend Aristocrats Etf74348A4671,292$133,1660.04%
287Invesco Capital Management LLC S&p Midcap Quality EtfIVZ1,250$131,2000.04%
288CME Group Inc Class ACME484$130,7720.04%
289KLA-Tencor Corp ComKLAC121$130,5110.04%
290T-mobile US INC T Mobile CORP COMMONTMUSZ545$130,4620.04%
291Williams Cos Inc Del Com9694571002,056$130,2480.04%
292Shell Plc ADRRYDAF1,814$129,7550.04%
293SPDR Dow Jones Indl Avrg ETF ut Ser 178467X109279$129,3830.04%
294Amplify Etf Trust Cwp International Enhanced Dividend Income0321087223,428$127,8300.04%
295Spdr Series Trust Bloomberg 1-3 Month T-Bill Etf78468R6631,378$126,4320.04%
296Bristol Myers Squibb Co ComCELG-RI2,789$125,7840.04%
297Schwab US Large Cap Value ETF8085244094,310$125,4640.04%
298Sap Aktiengesellschaft Sponsored ADRSAPGF467$124,7870.04%
299Parker Hannifin CorpPH163$123,5780.04%
300Schw Intl Eq ETF8085248055,266$122,5920.04%
301Asml Holding Nv ADR Rep CORP COMMONASMLF126$121,9790.04%
302Vanguard S&P Mid Cap9219328851,105$121,9700.04%
303Genuine Parts Co ComGPC871$120,7210.04%
304Colgate Palmolive Co ComCL1,506$120,3900.04%
305Goldman Sachs Group Inc ComGSCE151$120,2490.04%
306iShares iBonds Dec 2026 Term Corporate46435GAA04,842$117,6610.04%
307Principal Spectrum Prefered Securites ETF74255Y8886,135$117,4240.04%
308GSK PLc Sponsored ADRGLAXF2,720$117,3950.04%
309Keysight Technologies IncKEYS669$117,0210.04%
310iShares Tr Russell McP Gr464287481820$116,7760.04%
311Vanguard Intl Equity Index9220428741,450$115,7100.03%
312Air Prods & Chems Inc ComAIIR417$113,7240.03%
313Wisconsin Energy Corp.WEC982$112,5270.03%
314Ishares MSCI Eafe Growth Index ETF464288885973$110,8050.03%
315XCEL Energy Inc ComXELLL1,367$110,2490.03%
316Kimco Realty Corp49446R1095,015$109,5780.03%
317Capital One Finl Corp Com14040H105511$108,6280.03%
318J.P. Morgan Exchange-Traded Fund Trust JPMorgan Equity Premium Income Etf46641Q3321,900$108,4900.03%
319L3harris Technologies INC CORP COMMONLHX354$108,1150.03%
320iShares Barclays 1-3 Yr Cr4642886461,974$104,6810.03%
321DFA Tax Managed International Value ETF25434V8072,259$104,1850.03%
322J.P. Morgan Exchange-Traded Fund Trust JPMorgan Core Plus Bond Etf46641Q6702,173$103,3260.03%
323Hasbro IncHAS1,353$102,6250.03%
324Blackstone Group INC CLASS A CORP COMMONBX600$102,5100.03%
325Ishares Trust Ibonds Dec 2029 Term Treasury Etf46436E8254,594$100,8610.03%
326J.P. Morgan Exchange-Traded Fund Trust JPMorgan Active Value Etf46641Q1671,438$99,1640.03%
327Fastenal Co ComFAST2,002$98,1780.03%
328Advanced Micro Devices IncAMD606$98,0450.03%
329American Express Co ComAXP294$97,6550.03%
330Ameriprise Finl Inc Com03076C106198$97,2680.03%
331Materials Sel Sect SPDR81369Y1001,075$96,3420.03%
332Kimberly Clark Corp ComKMB770$95,7420.03%
333General Mls Inc Com3703341041,895$95,5460.03%
334Hca Hldgs Inc CommonHCA222$94,6160.03%
335Spdr Series Trust Nuveen Ice Short Term Municipal Bond Etf78468R7391,940$93,5470.03%
336Vanguard Group, Inc. Global ex-U.S. Real Estate Etf9220426761,954$93,2840.03%
337Canadian Pac Ry LTD BDRCP1,250$93,1130.03%
338Netflix INC CORP COMMONNFLX77$92,3170.03%
339Gilead Sciences StockGILD829$92,0190.03%
340CVS Corp ComCVS1,219$91,9000.03%
341Astrazeneca PLC Sponsored ADRAZN1,192$91,4500.03%
342Baxter Intl Inc Com0718131094,016$91,4440.03%
343Wisdomtree Yield Enhanced US Aggregate Bond Fund Enhnc U S Aggre EtfWT2,057$91,0630.03%
344SPDR S&P 500 Growth ETF78464A409865$90,4310.03%
345Masco Corp CommonMAS1,279$90,0290.03%
346iShares Rusell Top 200464289446537$89,1960.03%
347Invesco Capital Management LLC Russell Top 200 Equal Weight EtfIVZ766$87,8450.03%
348PIMCO Active Bond ETF72201R775935$87,2820.03%
349Arista Networks Inc NPVANET594$86,5520.03%
350First Trust Capital Strength ETF33733E104914$85,5870.03%
351Dupont De Nemours INC CORP COMMONDD1,092$85,0670.03%
352Broadridge Finl Solutions Incom11133T103354$84,3120.03%
353Sherwin Williams CO Sherwin Williams CORP COMMONSHW243$84,1410.03%
354Cons Staple Sector SPDR81369Y3081,069$83,7780.03%
355Clorox Co Del ComCLX679$83,7210.03%
356Palantir TechPLTR444$80,9940.02%
357First Trust Exchange-Traded Fund Iii Large Capital Growth Alphadex33735K108500$80,3300.02%
358First Tr Large Cap Valuealphadex Fund Common Shs33735J101963$80,2430.02%
359Welltower IncWELL450$80,1630.02%
360Anheuser Busch Inbev SA/NV Sponsored ADRBUDFF1,334$79,5200.02%
361iShares Barclays Intermediate Cr Bd4642886381,470$79,5120.02%
362Chipotle Mexican Grill IncCMG2,013$78,8890.02%
363Principal Financial Group IncomPFG951$78,8470.02%
364Cardinal Health Inc ComCAH501$78,6370.02%
365GLOBAL X U.S. PREFERRED ETF37954Y6574,006$77,8370.02%
366Trane TechnologiesTT184$77,6410.02%
367Autodesk INC CORP COMMONADSK244$77,5110.02%
368Microchip Technology Inc ComMCHPP1,206$77,4490.02%
369iShares iBonds Dec 2027 Term Corporate46435UAA93,175$77,2800.02%
370Lyondellbasell IndustrieLYB1,566$76,7970.02%
371First Trust Morningstar3369171091,764$76,5750.02%
372Trust For Professional Managers Activepassive International Equity Etf89834G7372,134$75,7360.02%
373Booking Holdings Inc Ordinary SharesBKNG14$75,5900.02%
374First Trust Exchange-Traded Fund Growth Strength Etf33733E8232,086$74,9080.02%
375Trust For Professional Managers Activepassive Core Bond Etf89834G7522,493$74,3790.02%
376Freeport-McMoran CopperFCX1,864$73,1060.02%
377Realty Income CorpO1,200$72,9480.02%
378Blackrock Enhanced Global Div Tr CommonBLK6,300$72,8910.02%
379Micron Technology IncMU435$72,7840.02%
380J.P. Morgan Exchange-Traded Fund Trust JPMorgan Nasdaq Equity Premium Income Etf46654Q2031,258$72,3600.02%
381Capital Group Companies Inc International Focus Equity Etf14019W1092,425$71,8290.02%
382Agilent Technologies Inc ComA548$70,3360.02%
383Netease IncNETTF455$69,1550.02%
384Paycom Software IncPAYC332$69,1020.02%
385Invesco Capital Management LLC S&p 500 Quality EtfIVZ921$67,5090.02%
386Pimco Exchange Traded Fund 25 Plus Year Zero Coupon US Treasury Index Exchange Traded72201R882992$67,4160.02%
387Hershey Co ComHSY359$67,1510.02%
388Dover Corp ComDOV400$66,7320.02%
389iShares Smallcap 600/Barra V464287887471$66,6470.02%
390Haleon PLC Spon ADS ADRHLNCF7,427$66,6200.02%
391Columbia Etf Trust Ii Em Core ex-China19762B2021,816$65,9750.02%
392Nordson CorpNDSN290$65,8160.02%
393Blackrock Institutional Trust Company N.A. Ishares Broad USD Investment Grade Corporate Bond Etf4642886201,259$65,7450.02%
394Hartford Finl Svcs Group InccomHIG-PG492$65,6280.02%
395Analog Devices Inc ComADI267$65,6020.02%
396Dominion RES Inc VA New ComD1,062$64,9630.02%
397Nuveen Select Tax-Free Income PortfolioNU4,491$64,9400.02%
398Martin Marietta Materials Inc573284106103$64,9190.02%
399Ryanair Holdings PLCRYAOF1,075$64,7370.02%
400Berkley W R Corp CommonWRB-PH829$63,5180.02%
401Lamb Weston Hldgs Inc CommonLW1,090$63,3070.02%
402J.P. Morgan Exchange-Traded Fund Trust JPMorgan U.S. Quality Factor Etf46641Q7611,005$63,2250.02%
403SPDR Series Tr Barclays Highyield78468R622644$63,1060.02%
404Mercadolibre Inc.MELI27$63,0970.02%
405Brookfield Corporation Ordinary Shares - Class A11271J107911$62,4760.02%
406Alibaba Group Hldg LTD Spon ADRBBAAY345$61,6620.02%
407Resmed Inc CommonRSMDF225$61,5890.02%
408First Trust Exchange-Traded Fund Iv Limited Duration Investment Grade Corporate Etf33738D8043,206$61,5870.02%
409Schwab Fundamental U.S. Large Company Index ETF8085247712,336$61,4370.02%
410Vanguard Russell 2000 Index ETF92206C664627$61,3330.02%
411SPDR Doubleline Total Return Tactical ETF78467V8481,509$61,2200.02%
412McKesson Corp ComMCK79$61,0310.02%
413First Trust Dow Jones Globalselect Div33734X2002,100$60,3750.02%
414Crown Castle Intl Co REITCCI620$59,8240.02%
415Sony Corp Amern Sh NewSNEJF2,070$59,5950.02%
416Ishares Edge Msci Intl Quality Factor Etf Qlt Fctr46434V4561,343$59,3470.02%
417Vanguard Group, Inc. Long-Term Bond Etf921937793831$58,8760.02%
418Vanguard S&P Mid-Cap 400 Value Index ETF921932844578$58,2450.02%
419Hdfc Bk Ltd ADR Repstg 3 ShsHDB1,694$57,8670.02%
420John Hancock Investment Management LLC Multifactor Small Cap Etf47804J8421,362$57,0000.02%
421Diageo P L C Spon ADR NewDGEAF593$56,5900.02%
422Invesco S&p 500 Pure Growth Portfolio Powershr EtfIVZ1,185$56,5480.02%
423Arch Capital Group LtdG0450A105618$56,0710.02%
424Hilton Worldwide Holdings WIHLT216$56,0390.02%
425iShares Tr Rusl 2000 Valu464287630312$55,1650.02%
426Fidelity National Information Services INC Informatn Svcs CORP COMMON31620M106835$55,0600.02%
427Vanguard Extended MKT ETF922908652263$55,0560.02%
428First Trust Exchange-Traded Fund Iii Enhanced Short Maturity Etf33739Q408915$54,8180.02%
429Vanguard S&P Small-Cap 600 Index FD921932828493$54,4620.02%
430Boeing Co ComBA-PA252$54,3890.02%
431Pgim Etf Trust Ultra Short Bond69344A1071,090$54,3150.02%
432Dell Technologies Inc Ordinary Shares - Class CDELL382$54,1560.02%
433Invesco Exchange-Traded Fund Trust Ii S&p 500 Revenue EtfIVZ488$54,0020.02%
434Capital Group Municipal Inc ETF14020Y2011,962$53,5430.02%
435Banco Bilbao Vizcaya Argentaria SABBVXF2,757$53,0720.02%
436Evergy INC CORP COMMONEVRG693$52,6820.02%
437Generac Holdings IncGNRC311$52,0610.02%
438Ishares Trust Ibonds Dec 2028 Term Corporate Etf46435U5152,000$51,0400.02%
439iShares Global Energy ETF4642873411,222$51,0190.02%
440Tapestry IncTPR450$50,9490.02%
441Manulife Financial Corp56501R1061,632$50,8370.02%
442First Trust Dow Jones Internet Index Fund Cf Etf33733E302180$50,3710.02%
443SPDR Portfolio Short Term Treasury ETF78468R1011,709$50,1080.02%
444Flextronics Intl LTD OrdFLEX864$50,0860.02%
445Invesco Capital Management LLC Total Return Bond EtfIVZ1,044$49,6000.01%
446Ingredion Inc ComINGR406$49,5770.01%
447Fifth Third Bancorp ComFITBM1,100$49,0050.01%
448SPDR FD-Sh of Beneficial Int81369Y704313$48,2740.01%
449Check Point Software Technologies Ltd. Ordinary SharesM22465104232$48,0030.01%
450Dr Horton Inc23331A109281$47,6210.01%
451Conagra Foods Inc ComCAG2,596$47,5330.01%
452BK Nova Scotia Halifax (Canada)064149107735$47,5180.01%
453Dimensional US Markets ETF25434V7241,061$47,4160.01%
454Draftkings Inc.DKNG1,264$47,2740.01%
455CSX Corp ComCSX1,329$47,1930.01%
456United Rentals INC Rental CORP COMMONURI49$46,7780.01%
457iShares JP Morgan Em Bond FD464288281486$46,2620.01%
458Canadian Natl Railway Co136375102489$46,1130.01%
459Warner Bros Discovery Inc NPVWBD2,360$46,0910.01%
460First Trust TCW Unconstrained Plus Bond ETF33740F8881,816$45,7420.01%
461Smucker J M Co Com New832696405420$45,6120.01%
462BHP Billiton LTD Sponsored ADRBHPLF815$45,4360.01%
463Spotify Technology Sa CORP COMMONSPOT64$44,6720.01%
464Carrier Global Corp COMMONCARR743$44,3570.01%
465Spdr Series Trust S&p 400 Mid Cap Value Etf78464A839530$44,2070.01%
466Church & Dwight Inc ComCHD500$43,8150.01%
467Apache CorporationAPA1,800$43,7040.01%
468Fomento Economico Mexicano Sab De Cv Econ ADR Representing 10 CORP COMMON344419106429$42,3120.01%
469Eaton Vance Tax Managed GlblETN4,623$42,0690.01%
470Nuveen S&P 500 Buy-Write Income FDNU2,895$41,8040.01%
471Select Sector SPDR Tr Sbi Healthcare81369Y209300$41,7510.01%
472Constellation Brands INC CLASS A CORP COMMONSTZ308$41,4780.01%
473Becton Dickinson & Co ComBDX220$41,1770.01%
474DNP Select Income Fund Inc23325P1044,051$40,5510.01%
475Blackrock Institutional Trust Company N.A. Ishares Ibonds Dec 2025 Term Corporate Etf46434VBD11,598$40,2540.01%
476Invesco S&P 500 Top 50 ETFIVZ696$40,0280.01%
477Nuveen AMT-Free MunicipalNU3,500$39,8650.01%
478Metlife Inc ComMET-PF483$39,7850.01%
479Blackrock Institutional Trust Company N.A. Ishares Broad USD High Yield Corporate Bond Etf46435U8531,046$39,5180.01%
480Truist Financial Corp COMMON89832Q109859$39,2730.01%
481Kinross Gold CorpKGCRF1,580$39,2630.01%
482Blackrock, Inc. (US) Blackrock Muniyield Quality Fund, IncBLK3,355$39,0860.01%
483Gabelli Dividend & Inc Trust36242H1041,433$38,8770.01%
484First Trust Exchange-Traded Fund Iii Rba American Industrial Renaissance Etf33738R704400$38,6720.01%
485iShares Iboxx Invt Grade Corp Bd Fund464287242346$38,5690.01%
486Prudential Finl Inc ComPUKPF370$38,3840.01%
487Blackrock, Inc. (US) Blackrock Municipal Income Quality TrustBLK3,495$38,2700.01%
488Paypal Hldgs IncPYPL568$38,0900.01%
489Blackrock Muniholdings QTYBLK3,760$37,8260.01%
490Eaton Vance Tax Adv Glbl DivETN1,789$37,8020.01%
491Telefonaktiebolaget LM Ericsson2948216084,569$37,7860.01%
492SPDR Portfolio Intermediate Term Treasury ETF78464A6721,307$37,7720.01%
493Anthem IncELV115$37,1590.01%
494Costar Group IncCSGP428$36,1100.01%
495Sea LTD ADRSE202$36,1030.01%
496Nuveen Bloomberg Municipal Bond ETF78468R721791$36,0540.01%
497Vertiv Holdings Class AVRT238$35,9050.01%
498Trade Desk INC CLASS A CORP COMMON88339J105728$35,6790.01%
499Invesco S & P 500IVZ312$35,4600.01%
500Blackrock Enhanced International Div TrustBLK6,151$35,3680.01%