13F HOLDINGS REPORT

Washington Trust Advisors, Inc.

Quarter ended Q3 2025 · Filed November 10, 2025 · Accession 0001900099-25-000007

Total Value

$1.31B

Positions

827

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (500)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	Apple	AAPL	289,200	$73.6M	5.62%
2	Quanta Services	74762E102	174,243	$72.2M	5.51%
3	Meta Platforms	META	73,301	$53.8M	4.11%
4	Alphabet Cl C	GOOG	216,140	$52.6M	4.02%
5	Palo Alto Networks	PANW	247,027	$50.3M	3.84%
6	Visa	V	139,509	$47.6M	3.63%
7	Amazon	AMZN	209,379	$46.0M	3.51%
8	Booking Holdings	BKNG	7,753	$41.9M	3.19%
9	Alphabet Cl A	GOOG	159,415	$38.8M	2.96%
10	Berkshire Hathaway B	BRK-A	76,082	$38.2M	2.92%
11	ResMed	RSMDF	124,063	$34.0M	2.59%
12	NVIDIA	NVDA	177,895	$33.2M	2.53%
13	Deere & Co	DE	67,002	$30.6M	2.34%
14	Uber Technologies	UBER	294,883	$28.9M	2.20%
15	IQVIA Holdings	IQV	133,654	$25.4M	1.94%
16	Jacobs Solutions	J	163,504	$24.5M	1.87%
17	Microsoft	MSFT	43,693	$22.6M	1.73%
18	Schwab Fundamental U.S. Large Company ETF	808524771	756,592	$19.9M	1.52%
19	Becton Dickinson	BDX	95,852	$17.9M	1.37%
20	Air Products	AIIR	65,720	$17.9M	1.37%
21	PepsiCo	PEP	124,390	$17.5M	1.33%
22	Regeneron Pharmaceuticals	REGN	29,610	$16.6M	1.27%
23	Walt Disney Company	254687106	139,765	$16.0M	1.22%
24	Starbucks	SBUX	181,280	$15.3M	1.17%
25	Vanguard S&P 500 Index Fd ETF	922908363	24,517	$15.0M	1.15%
26	Zebra Tech	ZBRA	48,922	$14.5M	1.11%
27	Brookfield Renewable Corp	BEPC	413,038	$14.2M	1.08%
28	Veeva Systems	VEEV	44,700	$13.3M	1.02%
29	Snowflake	SNOW	56,121	$12.7M	0.97%
30	Chewy	CHWY	286,525	$11.6M	0.88%
31	Ecolab	ECL	41,873	$11.5M	0.87%
32	Sphere Entertainment	SPHR	178,462	$11.1M	0.85%
33	American Tower	03027X100	54,069	$10.4M	0.79%
34	Vanguard Growth ETF	922908736	21,248	$10.2M	0.78%
35	Edwards Lifesciences	EW	130,587	$10.2M	0.77%
36	Xylem	XYL	65,017	$9.6M	0.73%
37	JP Morgan Chase	VYLD	29,581	$9.3M	0.71%
38	SPDR Tr (S&P 500)	SPY	13,823	$9.2M	0.70%
39	Exxon Mobil	XOM	78,515	$8.9M	0.68%
40	Nike	NKE	124,916	$8.7M	0.66%
41	Vanguard Tax-Exempt Bond ETF	922907746	173,897	$8.7M	0.66%
42	Alexandria Real Estate Equities	015271109	101,783	$8.5M	0.65%
43	WalMart	WMT	81,884	$8.4M	0.64%
44	Johnson & Johnson	JNJ	45,234	$8.4M	0.64%
45	Schwab Fundamental International Equity ETF	808524755	187,466	$8.1M	0.61%
46	Intuitive Surgical	ISRG	17,500	$7.8M	0.60%
47	Invitation Homes	INVH	263,872	$7.7M	0.59%
48	PayPal	PYPL	101,363	$6.8M	0.52%
49	Vanguard Value Index	922908744	33,607	$6.3M	0.48%
50	IBM	INTR	21,725	$6.1M	0.47%
51	Kinder Morgan	EP-PC	199,090	$5.6M	0.43%
52	Penumbra	PEN	20,346	$5.2M	0.39%
53	iShares IBOXX High Yield Bond Index	464288513	63,186	$5.1M	0.39%
54	ASML Holding NV	ASMLF	4,938	$4.8M	0.36%
55	Vanguard Total Stock VIPERS	922908769	13,038	$4.3M	0.33%
56	DIMENSIONAL NATIONAL MUNICIPAL BOND ETF	25434V849	81,477	$3.9M	0.30%
57	Automatic Data	ADP	13,128	$3.9M	0.29%
58	Berkshire Hathaway A	BRK-A	5	$3.8M	0.29%
59	Cisco Systems	CSCO	54,141	$3.7M	0.28%
60	AbbVie	ABBV	15,842	$3.7M	0.28%
61	Abbott Labs	ABLZF	26,766	$3.6M	0.27%
62	Vanguard FTSE Dev Markets	921943858	59,488	$3.6M	0.27%
63	Coca Cola	KO	51,150	$3.4M	0.26%
64	Schwab US TIPS ETF	808524870	101,946	$2.7M	0.21%
65	DFA US Core Equity ETF	25434V104	59,955	$2.7M	0.21%
66	Vanguard Mid-Cap Value ETF	922908512	15,467	$2.7M	0.21%
67	Proctor & Gamble	742718109	17,381	$2.7M	0.20%
68	Vanguard Small-Cap ETF	922908751	10,418	$2.6M	0.20%
69	Home Depot	HD	6,464	$2.6M	0.20%
70	Eaton	ETN	6,989	$2.6M	0.20%
71	DIMENSIONAL US HIGH PROFITABILITY ETF	25434V831	64,012	$2.4M	0.18%
72	Evercore Partners	EVR	7,008	$2.4M	0.18%
73	DFA Tax Managed US Equity	25434V401	31,591	$2.3M	0.17%
74	DFA Emerging Core Equity Market ETF	25434V302	70,462	$2.2M	0.17%
75	GE Aerospace	369604301	7,377	$2.2M	0.17%
76	NVIDIA	NVDA	11,487	$2.1M	0.16%
77	iShares MSCI EAFE	464287465	22,692	$2.1M	0.16%
78	Vanguard Mid-Cap Growth ETF	922908538	6,835	$2.0M	0.15%
79	American Express	AXP	5,830	$1.9M	0.15%
80	DocuSign	DOCU	25,600	$1.8M	0.14%
81	United Parcel Service	UPS	21,915	$1.8M	0.14%
82	Microsoft	MSFT	3,392	$1.8M	0.13%
83	Diageo PLC	DGEAF	18,297	$1.7M	0.13%
84	DIMENSIONAL INTERNATIONAL VALUE ETF	25434V807	37,699	$1.7M	0.13%
85	Lowe's	548661107	6,849	$1.7M	0.13%
86	Raytheon Technologies	RTX	10,069	$1.7M	0.13%
87	Vanguard Total Bond Market ETF	921937835	22,458	$1.7M	0.13%
88	Align Technology	ALGN	13,284	$1.7M	0.13%
89	VANECK MERK GOLD ETF	OUNZ	42,994	$1.6M	0.12%
90	Vail Resorts	MTN	10,648	$1.6M	0.12%
91	Vanguard Short Term Corp Bond Index	92206C409	19,374	$1.5M	0.12%
92	DFA Core Fixed Income ETF	25434V872	36,188	$1.5M	0.12%
93	BlackRock	BLK	1,308	$1.5M	0.12%
94	DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF	25434V765	49,088	$1.5M	0.11%
95	Brookfield Corp	11271J107	21,433	$1.5M	0.11%
96	iShares MSCI Emerging Markets	464287234	25,280	$1.3M	0.10%
97	Caterpillar	CAT	2,780	$1.3M	0.10%
98	Globus Medical	GMED	22,840	$1.3M	0.10%
99	DFA International Core Equity Market ETF	25434V203	35,541	$1.3M	0.10%
100	GE Vernova	GEV	2,092	$1.3M	0.10%
101	McDonald's	MCD	4,188	$1.3M	0.10%
102	iShares S&P 500	464287200	1,901	$1.3M	0.10%
103	Apple	AAPL	4,939	$1.3M	0.10%
104	Moody's	MCO	2,555	$1.2M	0.09%
105	FedEx	FDX	5,066	$1.2M	0.09%
106	Thermo Fisher Scientific	TMO	2,448	$1.2M	0.09%
107	Dimensional U.S. Small Cap ETF	25434V500	17,282	$1.2M	0.09%
108	iShares Core S&P Mid Cap	464287507	17,487	$1.1M	0.09%
109	Pfizer	PFE	44,720	$1.1M	0.09%
110	Vanguard Small-Cap Growth ETF	922908595	3,778	$1.1M	0.09%
111	Schwab US Dividend Equity ETF	808524797	40,793	$1.1M	0.08%
112	Union Pacific	UNP	4,536	$1.1M	0.08%
113	Amazon	AMZN	4,848	$1.1M	0.08%
114	Meta Platforms	META	1,438	$1.1M	0.08%
115	ICON plc	ICLR	6,025	$1.1M	0.08%
116	Emerson Electric	EMR	7,757	$1.0M	0.08%
117	CSW Industrials	CSW	4,100	$995,275	0.08%
118	Chipotle Mexican Grill	CMG	25,000	$979,750	0.07%
119	Dimensional Short-Duration Fixed Income ETF	25434V864	20,039	$965,699	0.07%
120	iShares Russell Growth	464287614	2,055	$962,524	0.07%
121	Vanguard Emerging Markets	922042858	16,797	$910,058	0.07%
122	Aptiv plc	APTV	9,384	$809,088	0.06%
123	Philip Morris Int'l	718172109	4,900	$794,780	0.06%
124	Schwab Fundamental U.S. Small Company ETF	808524763	25,269	$787,382	0.06%
125	iShares iBonds Dec 2025 Term Treasury ETF	46436E866	33,687	$787,096	0.06%
126	iShares Core MSCI EAFE	46432F842	8,984	$784,393	0.06%
127	DFA Tax Advantaged US Core Equity 2	25434V708	19,520	$752,900	0.06%
128	Costco Companies	22160K105	808	$747,909	0.06%
129	Alphabet Cl A	GOOG	3,008	$731,245	0.06%
130	Merck	MRK	8,620	$723,491	0.06%
131	iShares S&P Small Cap 600	464287804	6,082	$722,747	0.06%
132	Tesla	TSLA	1,617	$719,112	0.05%
133	ARM Holdings PLC Sponsored ADS	042068205	4,997	$707,026	0.05%
134	Prologis Inc	PLDGP	6,000	$687,120	0.05%
135	Equinix Inc	EQIX	869	$680,636	0.05%
136	PPG	693506107	6,326	$664,926	0.05%
137	ITT	ITT	3,703	$661,948	0.05%
138	DIMENSIONAL US LARGE CAP VALUE ETF	25434V666	19,974	$657,160	0.05%
139	iShares Russell 1000 Value ETF	464287598	3,221	$655,763	0.05%
140	Oracle	ORCL-PD	2,316	$651,436	0.05%
141	Invesco Nasdaq 100 ETF	IVZ	2,619	$647,207	0.05%
142	Broadcom	AVGO	1,954	$644,644	0.05%
143	DIMENSIONAL INTERNATIONAL SMALL CAP ETF	25434V773	20,139	$636,991	0.05%
144	DFA Tax-Managed US Marketwide Value	25434V724	13,618	$608,581	0.05%
145	Tesla	TSLA	1,350	$600,372	0.05%
146	iShares Russell Growth	464287614	1,252	$586,449	0.04%
147	Netflix	NFLX	488	$584,706	0.04%
148	Goldman Sachs	GSCE	725	$577,354	0.04%
149	Vanguard Short Term Bond Index	921937827	7,172	$565,943	0.04%
150	Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF	NVGLF	4,265	$555,644	0.04%
151	NBT Bancorp	NBTB	12,988	$542,379	0.04%
152	ChevronTexaco	CVX	3,443	$534,663	0.04%
153	iShares Core MSCI EAFE	46432F842	6,114	$533,813	0.04%
154	Visa	V	1,542	$526,382	0.04%
155	Oracle	ORCL-PD	1,854	$521,419	0.04%
156	Schlumberger	SLB	14,975	$514,691	0.04%
157	Alphabet Cl C	GOOG	2,112	$514,378	0.04%
158	Palantir Technologies	PLTR	2,735	$498,919	0.04%
159	Schwab International Equity ETF	808524805	21,228	$494,188	0.04%
160	Equifax	EFX	1,878	$481,763	0.04%
161	iShares iBonds Dec 2026 Term Treasury ETF	46436E858	20,805	$477,475	0.04%
162	SPDR Gold Trust	GLD	1,333	$473,842	0.04%
163	Vanguard Mid Cap Index Fund ETF	922908629	1,540	$452,417	0.03%
164	AT&T	T-PC	16,014	$452,241	0.03%
165	Lilly	LLY	580	$442,540	0.03%
166	Franklin Electric	FELE	4,600	$437,920	0.03%
167	Invesco QQQ ETF	IVZ	720	$432,266	0.03%
168	Nextera Energy	NEE-PW	5,688	$429,387	0.03%
169	Vanguard Small Cap Value ETF	922908611	2,013	$420,202	0.03%
170	iShares MSCI USA Momentum Factor	46432F396	1,600	$410,320	0.03%
171	JP Morgan Chase	VYLD	1,300	$410,059	0.03%
172	iShares Core High Dividend ETF	46429B663	3,182	$389,636	0.03%
173	Verizon	VZ	8,767	$385,310	0.03%
174	Wells Fargo	949746101	4,596	$385,237	0.03%
175	DIMENSIONAL US REAL ESTATE ETF	25434V823	15,819	$377,279	0.03%
176	Vanguard Utilities ETF	92204A876	1,988	$376,563	0.03%
177	M & T Bank	55261F104	1,904	$376,366	0.03%
178	DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF	25434V781	10,114	$360,962	0.03%
179	Altria	MO	5,375	$355,073	0.03%
180	iShares Core MSCI Emerging Markets	46434G103	5,306	$349,772	0.03%
181	iShares Core MSCI Emerging Markets	46434G103	5,282	$348,189	0.03%
182	Qualcomm	QCOM	2,046	$340,373	0.03%
183	Carrier Global	CARR	5,579	$333,066	0.03%
184	Reinsurance Group	759351604	1,729	$332,223	0.03%
185	Ingredion	INGR	2,720	$332,139	0.03%
186	Vanguard Total Bond Market ETF	921937835	4,459	$331,640	0.03%
187	Brookfield Infrastructure Partners LP	G16252101	10,083	$331,630	0.03%
188	Texas Instruments	882508104	1,800	$330,714	0.03%
189	Invesco S&P Global Water Index ETF	IVZ	5,108	$328,138	0.03%
190	Arrow Financial	042744102	11,510	$325,733	0.02%
191	Lilly	LLY	426	$324,882	0.02%
192	Schwab Emerging Markets Equity ETF	808524706	9,655	$322,187	0.02%
193	Canadian Pacific Kansas City	CP	4,195	$312,486	0.02%
194	Duke Energy	DUKB	2,505	$309,994	0.02%
195	Broadridge Financial Solutions	11133T103	1,286	$306,287	0.02%
196	Trane Technologies	TT	700	$295,372	0.02%
197	SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	78467X109	634	$294,212	0.02%
198	North European Royalty Trust	659310106	53,432	$292,273	0.02%
199	DIMENSIONAL EMERGING MARKETS HIGH PROFITABILITY ETF	25434V757	9,522	$290,806	0.02%
200	Guidewire Software	GWRE	1,250	$287,325	0.02%
201	3M Company	MMM	1,808	$280,616	0.02%
202	Advanced Micro Devices Inc	AMD	1,729	$279,735	0.02%
203	Alerian MLP ETF	00162Q452	5,878	$275,855	0.02%
204	Mondelez	609207105	4,406	$275,243	0.02%
205	Monster Beverage Corp	MNST	4,045	$272,269	0.02%
206	VANGUARD TOTAL INTERNATIONAL BOND ETF	92203J407	5,436	$268,865	0.02%
207	Intel	INTC	7,774	$260,818	0.02%
208	Alliant Energy	LNT	3,866	$260,607	0.02%
209	SPDR S&P Dividend ETF IV	78464A763	1,844	$258,252	0.02%
210	Brookfield Asset Management	113004105	4,360	$248,258	0.02%
211	DIMENSIONAL U.S. TARGETED VALUE ETF	25434V609	4,236	$246,560	0.02%
212	Schwab Interm Gov't ETF	808524854	9,775	$245,646	0.02%
213	Exxon Mobil	XOM	2,175	$245,231	0.02%
214	Amgen	AMGN	868	$244,875	0.02%
215	Bank of New York	064058100	2,230	$242,981	0.02%
216	iShares S&P 500	464287200	350	$234,249	0.02%
217	Waste Management	94106L109	1,057	$233,417	0.02%
218	DIMENSIONAL US SUSTAINABILITY CORE 1 ETF	25434V716	5,480	$232,768	0.02%
219	iShares Russell Mid-Cap Growth ETF	464287481	1,624	$231,274	0.02%
220	Illumina	ILMN	2,415	$229,353	0.02%
221	Curtiss Wright	CW	421	$228,557	0.02%
222	Boeing	BA-PA	1,052	$227,053	0.02%
223	iShares S&P 500/Barra Growth	464287309	1,867	$225,384	0.02%
224	Allstate	ALL-PJ	1,050	$225,383	0.02%
225	VANGUARD SHORT-TERM TAX EXEMPT BOND ETF	921935870	2,195	$223,725	0.02%
226	Invesco S&P 500 Equal Weight	IVZ	1,157	$219,483	0.02%
227	General Dynamics Corp	GD	643	$219,263	0.02%
228	Thermo Fisher Scientific	TMO	449	$217,774	0.02%
229	Bank of America	060505104	4,209	$217,144	0.02%
230	Nisource	NI	5,000	$216,500	0.02%
231	Bristol Myers-Squibb	CELG-RI	4,773	$215,262	0.02%
232	Otis Worldwide	OTIS	2,300	$210,289	0.02%
233	AbbVie	ABBV	907	$210,007	0.02%
234	Home Depot	HD	518	$209,888	0.02%
235	Shell Adr	RYDAF	2,930	$209,583	0.02%
236	Shopify Inc	SHOP	1,406	$208,946	0.02%
237	WalMart	WMT	2,027	$208,903	0.02%
238	Ameriprise	03076C106	420	$206,325	0.02%
239	Minerals Tech	MTX	3,300	$204,996	0.02%
240	Salesforce	CRM	848	$201,089	0.02%
241	Amentum Holdings	AMTM	8,263	$197,899	0.02%
242	Invesco S&P 500	IVZ	3,300	$189,816	0.01%
243	UnitedHealth Group	UNH	544	$187,843	0.01%
244	Paychex	PAYX	1,470	$186,337	0.01%
245	Brookfield Renewable	G16258108	7,201	$185,714	0.01%
246	DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF	25434V674	3,461	$184,367	0.01%
247	SPDR Bloomberg 1-3 Month T-Bill ETF	78468R663	1,983	$181,940	0.01%
248	Ecolab	ECL	658	$180,270	0.01%
249	U.S. Bancorp	USB-PS	3,680	$177,854	0.01%
250	Johnson & Johnson	JNJ	956	$177,262	0.01%
251	VanEck Semiconductor ETF	92189F676	540	$176,234	0.01%
252	SPDR Gold Minishares Trust	GLDW	2,259	$172,701	0.01%
253	Cognizant Tech	CTSH	2,565	$172,035	0.01%
254	DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF	25434V690	4,159	$170,328	0.01%
255	Walt Disney Company	254687106	1,466	$167,857	0.01%
256	iShares Russell 2000 Value ETF	464287630	925	$163,549	0.01%
257	Global X NASDAQ 100 Cov Call	37954Y483	9,535	$162,184	0.01%
258	Stryker	SYK	437	$161,550	0.01%
259	Berkshire Hathaway B	BRK-A	318	$159,871	0.01%
260	SCHWAB U.S. LARGE-CAP GROWTH ETF	808524300	4,986	$159,114	0.01%
261	Honeywell Int'l	438516106	750	$157,875	0.01%
262	Nutrien	NTR	2,676	$157,108	0.01%
263	Enbridge	ENNPF	3,060	$154,408	0.01%
264	DIMENSIONAL GLOBAL REAL ESTATE ETF	25434V658	5,590	$152,661	0.01%
265	Uber Technologies	UBER	1,546	$151,462	0.01%
266	Ametek Inc	AME	800	$150,400	0.01%
267	Norfolk Southern	655844108	500	$150,205	0.01%
268	Suncor	SU	3,556	$148,676	0.01%
269	Williams Cos	969457100	2,345	$148,556	0.01%
270	Trane Technologies	TT	352	$148,530	0.01%
271	Zoetis	ZTS	1,004	$146,905	0.01%
272	Mastercard	MA	258	$146,762	0.01%
273	Snowflake	SNOW	640	$144,352	0.01%
274	Sempra Energy	SREA	1,600	$143,968	0.01%
275	GE Vernova	GEV	233	$143,272	0.01%
276	Intuit	INTU	210	$143,175	0.01%
277	SPDR S&P 500 Fossil Fues Res ETF	78468R796	2,544	$139,538	0.01%
278	Texas Roadhouse	TXRH	825	$137,074	0.01%
279	DFA Tax Adv World ex US Core Eq	25434V880	4,352	$136,565	0.01%
280	GE Healthcare Technologies	GEHC	1,804	$135,480	0.01%
281	Broadcom	AVGO	410	$135,263	0.01%
282	Check Point Software	M22465104	650	$134,492	0.01%
283	Goldman Sachs	GSCE	167	$132,990	0.01%
284	American Tower	03027X100	684	$131,547	0.01%
285	Consol Edison	ED	1,300	$130,676	0.01%
286	American Water Works	030420103	938	$130,560	0.01%
287	Central Fund Of Canada Ltd	SII	3,500	$128,415	0.01%
288	Vertex Pharmaceuticals	VRTX	324	$126,891	0.01%
289	IShares Edge MSCI Min VOL USA ETF	46429B697	1,300	$123,682	0.01%
290	Dominion Resources	D	2,000	$122,340	0.01%
291	Snap On	SNA	350	$121,286	0.01%
292	United Dominion Realty Trust	UDR	3,242	$120,797	0.01%
293	Palo Alto Networks	PANW	593	$120,747	0.01%
294	Accenture	ACN	474	$116,888	0.01%
295	Gilead Sciences	GILD	1,049	$116,439	0.01%
296	Corteva	CTVA	1,667	$112,739	0.01%
297	Spotify Technology A	SPOT	161	$112,280	0.01%
298	Willis Towers Watson	WTW	325	$112,271	0.01%
299	Freshpet	FRPT	2,025	$111,598	0.01%
300	DIMENSIONAL ULTRASHORT FIXED INCOME ETF	25434V591	2,191	$111,247	0.01%
301	Stryker	SYK	300	$110,901	0.01%
302	Marsh & McLennan	571748102	550	$110,842	0.01%
303	Servicenow	NOW	120	$110,085	0.01%
304	Autodesk Inc	ADSK	346	$109,914	0.01%
305	Cummins Inc	CMI	260	$109,816	0.01%
306	UnitedHealth Group	UNH	314	$108,424	0.01%
307	Colgate Palmolive	CL	1,352	$108,079	0.01%
308	Morgan Stanley	MS-PQ	659	$104,755	0.01%
309	Doordash Inc	DASH	378	$102,812	0.01%
310	Wisdomtree International MidCap Dividend	WT	1,312	$101,398	0.01%
311	Travelers	TRV	358	$100,057	0.01%
312	Intuitive Surgical	ISRG	223	$99,748	0.01%
313	DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF	25434V682	2,423	$99,563	0.01%
314	DTE Energy	DTK	700	$99,001	0.01%
315	PIMCO Enhanced Short Maturity Active ETF	72201R833	980	$98,676	0.01%
316	Invesco FTSE RAFI US 1000 ETF	IVZ	2,177	$98,422	0.01%
317	CSX	CSX	2,760	$98,008	0.01%
318	Vanguard Health Care Index ETF	92204A504	376	$97,610	0.01%
319	Lowes	L	971	$97,479	0.01%
320	Yum Brands	YUM	640	$97,280	0.01%
321	Nextera Energy	NEE-PW	1,288	$97,231	0.01%
322	iShares Nat'l Muni Bond ETF	464288414	900	$95,841	0.01%
323	Sherwin Williams	SHW	276	$95,568	0.01%
324	Kimberly-Clark	KMB	760	$94,498	0.01%
325	Capital Southwest	CSWC	4,300	$93,998	0.01%
326	JPMorgan Ultra-Short Income ETF	46641Q837	1,851	$93,901	0.01%
327	Progressive Corp	743315103	380	$93,841	0.01%
328	WisdomTree US Large Cap Dividend	WT	1,075	$93,557	0.01%
329	Agnico Eagle Mines Ltd	AEM	550	$92,708	0.01%
330	Blackstone Group LP	BX	540	$92,259	0.01%
331	Amgen	AMGN	322	$90,942	0.01%
332	AMPHENOL CORP NEW CL A	032095101	734	$90,833	0.01%
333	Enterprise Products	293792107	2,900	$90,683	0.01%
334	Edison Intl	281020107	1,600	$88,448	0.01%
335	iShares Russell Midcap Index	464287499	901	$86,992	0.01%
336	Boeing	BA-PA	400	$86,332	0.01%
337	Xcel Energies	XELLL	1,030	$83,070	0.01%
338	Eaton	ETN	222	$82,980	0.01%
339	STRIVE EMERGING MARKETS EX-CHINA ETF	02072L698	2,513	$82,640	0.01%
340	Webster Financial	947890109	1,387	$82,448	0.01%
341	Eversource Energy	ES	1,129	$80,317	0.01%
342	IShares Mrnstar Large Cap Grwth ETF	464287119	750	$78,225	0.01%
343	iShares S&P Small Cap 600/Barra Value	464287879	694	$76,749	0.01%
344	DuPont	DD	978	$76,186	0.01%
345	Vanguard Real Estate ETF	922908553	829	$75,793	0.01%
346	First Trust Value Dividend Index ETF	33734H106	1,625	$75,140	0.01%
347	MidCap SPDR Trust	MDY	125	$74,504	0.01%
348	Unilever PLC	UNLYF	1,256	$74,456	0.01%
349	Elevance Health	ELV	230	$74,318	0.01%
350	DIMENSIONAL GLOBAL CREDIT ETF	25434V567	1,332	$73,865	0.01%
351	ISHARES RUSSELL 1000 ETF	464287622	200	$73,096	0.01%
352	Main Street Capital Corp	56035L104	1,129	$71,793	0.01%
353	iShares MSCI EFT World	464286392	393	$71,372	0.01%
354	Eaton Vance Enhanced Equity Income Fund II	ETN	2,965	$70,952	0.01%
355	Imperial Oil	IMO	780	$70,777	0.01%
356	PowerShares Water Resources	IVZ	980	$70,668	0.01%
357	iShares Gold Trust	IAU	961	$69,932	0.01%
358	Consumer Staples Select SPDR	81369Y308	892	$69,906	0.01%
359	Chipotle Mexican Grill	CMG	1,782	$69,837	0.01%
360	Vanguard Short Inflation Protected ETF	922020805	1,368	$69,262	0.01%
361	Health Care Select SPDR	81369Y209	496	$69,028	0.01%
362	Medtronic PLC	MDT	717	$68,322	0.01%
363	Fiserv Inc	FISV	529	$68,204	0.01%
364	MICRON TECHNOLOGY INC COM	MU	407	$68,099	0.01%
365	Lam Research	LRCX	500	$66,950	0.01%
366	Dover	DOV	400	$66,732	0.01%
367	Neogen	NEOG	11,673	$66,653	0.01%
368	GE Aerospace	369604301	221	$66,481	0.01%
369	ConocoPhillips	COP	697	$65,929	0.01%
370	Regeneron Pharmaceuticals	REGN	115	$64,661	0.00%
371	Vanguard Hi Div Yield Index ETF	921946406	447	$63,005	0.00%
372	Glaxo Smithkline	GLAXF	1,456	$62,841	0.00%
373	Starbucks	SBUX	740	$62,604	0.00%
374	Schwab Fundamental International Equity ETF	808524755	1,444	$62,034	0.00%
375	Axon Enterprise Inc	AXON	86	$61,986	0.00%
376	Morgan Stanley	MS-PQ	386	$61,359	0.00%
377	Technology Select Sector SPDR Fund	81369Y803	217	$61,164	0.00%
378	Jefferies Finl	47233W109	932	$60,971	0.00%
379	iShares Core Aggressive ETF	464289859	685	$60,376	0.00%
380	PNC Financial Services Group	693475105	300	$60,279	0.00%
381	Bank of America	060505104	1,167	$60,206	0.00%
382	SPDR PORTFOLIO S&P 500 ETF	78464A854	766	$60,008	0.00%
383	iShares TIPS Bond ETF	464287176	536	$59,614	0.00%
384	Graham Holdings	GHM	50	$58,866	0.00%
385	Moody's	MCO	121	$57,702	0.00%
386	Electronic Arts Inc	EA	284	$57,283	0.00%
387	Intel	INTC	1,695	$56,867	0.00%
388	MGE Energy	MGEE	670	$56,401	0.00%
389	GATX	GATX	321	$56,111	0.00%
390	Novo-Nordisk A S ADR	NONOF	998	$55,379	0.00%
391	iShares Russell Mid-Cap Value ETF	464287473	394	$55,060	0.00%
392	CADENCE DESIGN SYSTEM INC COM	CDNS	156	$54,751	0.00%
393	DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF	25434V856	1,288	$54,384	0.00%
394	Norwegian Cruise Lines	NCLH	2,200	$54,186	0.00%
395	IRON MTN INC DEL COM	46284V101	530	$54,029	0.00%
396	KLA Tencor	KLAC	50	$53,930	0.00%
397	Consumer Discretionary Select SPDR	81369Y407	224	$53,679	0.00%
398	Vanguard Extended Market	922908652	245	$51,288	0.00%
399	Mercadolibre Inc	MELI	22	$51,057	0.00%
400	Rayonier	RYN	1,921	$50,983	0.00%
401	Howmet Aerospace	HWM	257	$50,468	0.00%
402	Ares Management Corp	ARES-PB	315	$50,365	0.00%
403	BlackRock	BLK	43	$50,132	0.00%
404	Public Service Enterprise	744573106	600	$50,076	0.00%
405	Truist Financial	89832Q109	1,094	$50,018	0.00%
406	Novartis	NVSEF	389	$49,863	0.00%
407	Hilton Worldwide Hldgs Inc	HLT	191	$49,616	0.00%
408	Proctor & Gamble	742718109	317	$48,714	0.00%
409	Palantir Technologies	PLTR	264	$48,197	0.00%
410	Analog Devices	ADI	195	$47,948	0.00%
411	Freeport-McMoran	FCX	1,200	$47,064	0.00%
412	Tapestry Inc	TPR	412	$46,647	0.00%
413	iShares Russell 2000 ETF	464287655	192	$46,456	0.00%
414	DTE Energy	DTK	326	$46,060	0.00%
415	Schwab US Dividend Equity ETF	808524797	1,682	$45,919	0.00%
416	Qualcomm	QCOM	274	$45,583	0.00%
417	Block Inc	BSQKZ	624	$45,096	0.00%
418	Novartis	NVSEF	350	$44,884	0.00%
419	McKesson Corp	MCK	58	$44,722	0.00%
420	SEI Investments Co	784117103	513	$43,528	0.00%
421	ChevronTexaco	CVX	279	$43,326	0.00%
422	Fastenal	FAST	880	$43,155	0.00%
423	TE Connectivity PLC	TEL	193	$42,369	0.00%
424	Vanguard Small-Cap ETF	922908751	166	$42,210	0.00%
425	Expeditors Int'l	302130109	342	$41,926	0.00%
426	Johnson Ctls Inl PLC	G51502105	381	$41,891	0.00%
427	Bank of New York	064058100	378	$41,187	0.00%
428	Wells Fargo	949746101	491	$41,156	0.00%
429	Intercontinental Exchange	45866F104	244	$41,109	0.00%
430	Vanguard Dividend Appreciation ETF	921908844	188	$40,475	0.00%
431	FIRST TRUST LARGE CAP CORE ALPHADEX FUND	33734K109	343	$40,070	0.00%
432	Weyerhaeuser	WY	1,600	$39,664	0.00%
433	T-Mobile US Inc	TMUSZ	165	$39,498	0.00%
434	Booking Holdings	BKNG	7	$39,328	0.00%
435	Abbott Labs	ABLZF	291	$38,977	0.00%
436	General Motors	37045V100	635	$38,716	0.00%
437	JPMorgan Ultra-Short Income ETF	46641Q837	763	$38,707	0.00%
438	Vanguard Total World Stock ETF	922042742	278	$38,283	0.00%
439	Analog Devices	ADI	155	$38,084	0.00%
440	Williams Cos	969457100	600	$38,010	0.00%
441	CARVANA CO CL A	CVNA	99	$37,528	0.00%
442	Baker Hughes	BKR	768	$37,417	0.00%
443	IBM	INTR	132	$37,245	0.00%
444	MetLife	MET-PF	452	$37,231	0.00%
445	Brookfield Infra Partners Cl A	BIPC	901	$37,049	0.00%
446	Nike	NKE	530	$36,957	0.00%
447	DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF	25434V799	1,124	$36,858	0.00%
448	Kadant Inc	KAI	123	$36,602	0.00%
449	Deere & Co	DE	80	$36,581	0.00%
450	Nisource	NI	842	$36,459	0.00%
451	Yum Brands	YUM	238	$36,176	0.00%
452	CONSTELLATION ENERGY CORP COM	CEG	108	$35,664	0.00%
453	iShares Russell 3000 Index	464287689	93	$35,241	0.00%
454	Xylem	XYL	238	$35,105	0.00%
455	Applied Materials	038222105	171	$35,011	0.00%
456	Lockheed Martin	LMT	70	$34,945	0.00%
457	Hasbro	HAS	458	$34,739	0.00%
458	Applied Materials	038222105	168	$34,396	0.00%
459	ISHARES ESG OPTIMIZED MSCI USA ETF	464288802	250	$33,901	0.00%
460	Apollo Global Mgmt Inc	03769M106	254	$33,851	0.00%
461	CrowdStrike	CRWD	69	$33,836	0.00%
462	iShares Russell Mid-Cap Growth ETF	464287481	237	$33,751	0.00%
463	Dell Technologies Inc	DELL	236	$33,458	0.00%
464	Schwab Fundamental U.S. Large Company ETF	808524771	1,254	$32,980	0.00%
465	Raytheon Technologies	RTX	197	$32,964	0.00%
466	Royal Caribbean Cruises	V7780T103	100	$32,358	0.00%
467	Seagate Technology Hldngs PLC Ord Shs	SE	137	$32,340	0.00%
468	F5 Networks	FFIV	100	$32,319	0.00%
469	SPDR Doubleline Total Return TTCL ETF	78467V848	795	$32,253	0.00%
470	Capital Group Dividend Value ETF	14020W106	747	$31,396	0.00%
471	AON PLC A	AON	88	$31,379	0.00%
472	Lennar Corp	LEN-B	244	$30,754	0.00%
473	Intuit	INTU	45	$30,731	0.00%
474	Axsome Therapeutics	AXSM	250	$30,363	0.00%
475	Honeywell Int'l	438516106	144	$30,312	0.00%
476	S&P Global Inc	SPGI	62	$30,176	0.00%
477	Mastercard	MA	53	$30,147	0.00%
478	Flex Ltd	FLEX	513	$29,739	0.00%
479	Danaher	235851102	150	$29,739	0.00%
480	Workday Inc A	WDAY	121	$29,128	0.00%
481	Comcast Cl A	CCZ	922	$28,969	0.00%
482	American Express	AXP	87	$28,898	0.00%
483	Campbell Soup	CPB	900	$28,422	0.00%
484	Corning	GLW	345	$28,300	0.00%
485	Arrowhead Pharmaceuticals	ARWR	820	$28,282	0.00%
486	Intercontinental Exchange	45866F104	167	$28,136	0.00%
487	General Dynamics Corp	GD	81	$27,724	0.00%
488	Lam Research	LRCX	204	$27,316	0.00%
489	Public Service Enterprise	744573106	327	$27,291	0.00%
490	Merck	MRK	323	$27,109	0.00%
491	Essex Property Trust	297178105	101	$27,034	0.00%
492	AngioDynamics Inc	ANGO	2,400	$26,808	0.00%
493	CME Group	CME	99	$26,749	0.00%
494	BWX Technologies Inc	BWXT	145	$26,734	0.00%
495	PayPal	PYPL	394	$26,422	0.00%
496	Netflix	NFLX	22	$26,376	0.00%
497	Taiwan Semiconductor	874039100	94	$26,300	0.00%
498	EBay Inc	EBAY	289	$26,285	0.00%
499	Pinterest Inc	PINS	814	$26,199	0.00%
500	Factset	303075105	91	$26,071	0.00%