Live Markets
Wednesday, July 29, 2026·George Town, KY·29°·Partly Cloudy
Markets Open · NYSE·Newsletter·Masthead·
VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Congress Wealth Management LLC / DE /

Quarter ended Q1 2023 · Filed February 2, 2023 · Accession 0001904976-23-000001

Total Value
$3.89B
Positions
555
Other Managers
9
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1TECHNOLOGY SELECT SECTOR SPDR81369Y8031,325,516$164.9M4.25%
2SPDR PORTFOLIO INTERMEDIATE TERM TREASURY ETF78464A6724,215,441$119.0M3.07%
3ISHARES 10-20 YEAR TREASURY BOND ETF464288653904,828$97.9M2.52%
4HEALTH CARE SELECT SECTOR SPDR81369Y209718,607$97.6M2.52%
5ENERGY SELECT SECTOR SPDR81369Y5061,093,595$95.7M2.47%
6JANUS HENDERSON MORTGAGE-BACKED SECURITIES ETF47103U8521,650,472$75.0M1.93%
7FINANCIAL SELECT SECTOR SPDR81369Y6052,111,715$72.2M1.86%
8COCA COLA CO COMKO1,037,602$66.0M1.70%
9SPDR PORTFOLIO CORPORATE BOND ETF78464A1442,247,221$63.8M1.64%
10APPLE INCAAPL478,464$62.2M1.60%
11CONSUMER DISCRETIONARY SEL SECTOR SPDR FD 81369Y407447,997$57.9M1.49%
12CONSUMER STAPLES SELECT SECTOR SPDR81369Y308772,305$57.6M1.48%
13SPDR GOLD MINISHARES TRUSTGLDW1,413,904$51.2M1.32%
14FIRST TRUST MANAGED MUNICIPAL ETF33739N108982,189$49.2M1.27%
15BLACKROCK ULTRA SHORT-TERM BOND ETF46434V878948,969$47.5M1.22%
16GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF37954Y6731,677,555$44.4M1.15%
17ISHARES MSCI EAFE ETF464287465724,123$43.3M1.12%
18MICROSOFTMSFT162,511$39.0M1.01%
19FRANKLIN FTSE UNITED KINGDOM ETFFGDL1,603,165$36.7M0.95%
20ISHARES MSCI JAPAN ETF46434G822638,305$34.7M0.90%
21ISHARES INC MSCI EMUINDEX FD464286608878,422$34.7M0.89%
22INDUSTRIAL SELECT SECTOR SPDR81369Y704334,969$32.9M0.85%
23AVANTIS EMERGING MARKETS EQUITY ETF025072604607,304$30.6M0.79%
24SPDR PORTFOLIO S&P 600 SMALL CAP ETF78468R853779,174$28.8M0.74%
25UNITEDHEALTH GROUPUNH52,725$28.0M0.72%
26ISHARES DJ US TECHNOLOGY464287721370,143$27.6M0.71%
27ISHARES INC MSCI PACIFIC EX-JAPAN464286665629,254$26.9M0.69%
28HOME DEPOTHD83,560$26.4M0.68%
29COSTCO WHOLESALE CORP22160K10557,786$26.4M0.68%
30SCHWAB U.S. LARGE-CAP ETF808524201582,902$26.3M0.68%
31HORIZON THERAPEUTICS PUB L SHSG46188101224,825$25.6M0.66%
32VISA INCV118,175$24.6M0.63%
33GRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETF38747R1081,067,915$24.0M0.62%
34ISHARES S&P U.S. PREFERRED STOCK ETF464288687778,496$23.8M0.61%
35CATERPILLAR INC COMCAT98,962$23.7M0.61%
36JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF47103U845478,341$23.6M0.61%
37COMMUNICATION SERVICES SELECT SECTOR SPDR FUND81369Y852490,921$23.6M0.61%
38VANGUARD MORTGAGE-BACKED SECURITIES ETF92206C771509,892$23.2M0.60%
39JPMORGAN CHASE & CO COMVYLD171,586$23.0M0.59%
40IPATH BLOOMBERG CMDTY TR ETNVXZ677,847$22.9M0.59%
41CHEVRON CORP NEW COMCVX126,878$22.8M0.59%
42ACCENTURE LTD BERMUDA CL AACN80,966$21.6M0.56%
43PAYCOM SOFTWARE INC COMPAYC69,335$21.5M0.55%
44VANGUARD HEALTH CARE ETF92204A50486,009$21.3M0.55%
45PROCTER AND GAMBLE CO COM742718109125,068$19.0M0.49%
46CIENA CORPCIEN369,411$18.8M0.49%
47SPS COMM INC COMSPSC144,008$18.5M0.48%
48ISHARES CORE MSCI EAFE ETF46432F842288,398$17.8M0.46%
49FIRST REPUBLIC BANK 33616C100136,777$16.7M0.43%
50FIDELITY MSCI FINANCIALS INDEX ETF316092501337,700$16.2M0.42%
51CINTAS CORP CTAS34,689$15.7M0.40%
52ABBVIE INC COMABBV96,885$15.7M0.40%
53CONOCOPHILLIPS COMCOP132,557$15.6M0.40%
54TRACTOR SUPPLY COTSCO67,791$15.3M0.39%
55CHICAGO MERCANTILE HLDGS INCCME89,108$15.0M0.39%
56METTLER TOLEDO INTL INCF MTD10,228$14.8M0.38%
57ZOETIS INC COM CL AZTS99,959$14.6M0.38%
58DECKERS OUTDOORDECK36,331$14.5M0.37%
59GOOGLE INCGOOG164,302$14.5M0.37%
60QUALYS INCQLYS128,129$14.4M0.37%
61MERCK & CO INCMRK129,608$14.4M0.37%
62KEYSIGHT TECHNOLOGIES INC COMKEYS83,975$14.4M0.37%
63NVIDIA CORPNVDA96,780$14.1M0.36%
64DARDEN RESTAURANTS INC DRI101,823$14.1M0.36%
65EOG RESOURCES INCEOG108,338$14.0M0.36%
66NEXTERA ENERGY INC COMNEE-PW165,008$13.8M0.36%
67SSGA ACTIVE ETF TR BLKSTN GSOSRLN78467V608332,205$13.6M0.35%
68LILLY ELI & CO COMLLY37,053$13.6M0.35%
69JOHNSON & JOHNSON COMJNJ75,848$13.4M0.35%
70HONEYWELL INTL INC43851610661,026$13.1M0.34%
71COPART INCCPRT213,309$13.0M0.33%
72O REILLY AUTOMOTIVE INC67103H10715,344$13.0M0.33%
73PEPSICO INC COMPEP71,422$12.9M0.33%
74FRANKLIN FTSE JAPAN ETFFGDL534,766$12.9M0.33%
75IDEX CORP COM45167R10455,742$12.7M0.33%
76DOLLAR GEN CORP25667710551,490$12.7M0.33%
77RAYMOND JAMES FINL INC 754730109118,569$12.7M0.33%
78MCDONALDS CORP COMMCD47,495$12.5M0.32%
79DIODES INC COMDIOD164,127$12.5M0.32%
80MONOLITHIC PWR SYS INC COM60983910535,312$12.5M0.32%
81ULTA SALON COSMETICS & FRAGRANCE INC COMULTA26,610$12.5M0.32%
82WILLIAMS SONOMA INCWSM107,411$12.3M0.32%
83STERIS PLC SHS USDSTE66,427$12.3M0.32%
84ANALOG DEVICES INC COMADI73,621$12.1M0.31%
85NEUROCRINE BIOSCIENCES INC COMNBIX100,939$12.1M0.31%
86POOL CORP COMPOOL39,810$12.0M0.31%
87PIONEER NATURAL RESOURCES CO72378710752,437$12.0M0.31%
88TELEDYNE TECHNOLOGIES INC COMTDY29,758$11.9M0.31%
89ISHARES RUSSELL MIDCAP GROWTH ETF464287481141,767$11.9M0.31%
90RESMED INC COMRSMDF56,868$11.8M0.31%
91ILLINOIS TOOL WKS INC COM45230810953,270$11.7M0.30%
92AMGEN INCAMGN44,649$11.7M0.30%
93AMAZON.COM INCAMZN139,099$11.7M0.30%
94COOPER COMPANIES INC21664840234,928$11.6M0.30%
95SPDR S&P 500 ETF TRUSTSPY30,057$11.5M0.30%
96NORFOLK SOUTHERN CRP65584410846,361$11.4M0.29%
97MARTIN MARIETTA MATLS INC COM57328410633,688$11.4M0.29%
98STRYKER CORPSYK46,246$11.3M0.29%
99ASBURY AUTOMOTIVE GROUP INC COMABG62,727$11.2M0.29%
100ROPER INDUSTRIES INCROP25,856$11.2M0.29%
101RPM INTL INC COM749685103114,102$11.1M0.29%
102SYNOPSYS INC COMSNPS34,797$11.1M0.29%
103CHARLES RIV LABS INTL INC COM15986410750,972$11.1M0.29%
104BOOZ ALLEN HAMILTON HLDG CORP CL ABAH105,545$11.0M0.28%
105ADOBE SYS INCADBE32,779$11.0M0.28%
106FREEPORT MCMORAN COPPER FCX289,214$11.0M0.28%
107ABBOTT LABS COMABLZF100,086$11.0M0.28%
108ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF464288281129,160$10.9M0.28%
109AVERY DENNISON CORP COMAVY60,179$10.9M0.28%
110SHERWIN WILLIAMS CO COMSHW45,672$10.8M0.28%
111NIKE INC CLASS BNKE92,266$10.8M0.28%
112ALLSTATE CORPALL-PJ79,454$10.8M0.28%
113QUANTA SERVICES INC74762E10275,232$10.7M0.28%
114ISHARES S&P 500 INDEX46428720027,825$10.7M0.28%
115COLGATE PALMOLIVE CO COMCL135,505$10.7M0.28%
116CISCO SYS INCCSCO224,058$10.7M0.28%
117EATON CORP PLC SHSETN66,369$10.4M0.27%
118INTUITIVE SURGICAL, INC.ISRG39,082$10.4M0.27%
119UNITED PARCEL SERVICE INCUPS59,220$10.3M0.27%
120LULULEMON ATHLETICA INCLULU32,073$10.3M0.27%
121CHURCH & DWIGHT INCCHD125,405$10.1M0.26%
122NORTHROP GRUMMAN CORP COMNOC18,517$10.1M0.26%
123MCCORMICK & CO INC COM NON VTGMKC-V121,834$10.1M0.26%
124DOVER CORP COMDOV72,633$9.8M0.25%
125BROADRIDGE FIN SOL11133T10373,303$9.8M0.25%
126NXP SEMICONDUCTORS N V COMNXPI61,675$9.7M0.25%
127INTUIT INCINTU24,748$9.6M0.25%
128ISHARES RUSSELL 1000 GROWTH ETF46428761444,842$9.6M0.25%
129DOUBLELINE OPPORTUNISTIC BOND ETF25861R105210,012$9.6M0.25%
130ISHARES RUSSELL 2000 GROWTH ETF46428764844,024$9.4M0.24%
131TE CONNECTIVITY LTDTEL80,765$9.3M0.24%
132CHOICE HOTELS INTL INC COM16990510681,675$9.2M0.24%
133EMCOR GROUP INC COMEME61,340$9.1M0.23%
134SUN CMNTYS INC86667410462,614$9.0M0.23%
135SAIA INC COMSAIA42,181$8.8M0.23%
136VANGUARD FTSE EMERGING MARKETS ETF922042858225,272$8.8M0.23%
137POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INCIVZ423,022$8.7M0.22%
138MASCO CORP COMMAS184,340$8.6M0.22%
139SKYWORKS SOLUTIONS INC COMSWKS91,580$8.3M0.22%
140FTI CONSULTING INC COMFCN52,053$8.3M0.21%
141WEST PHARMACEUTICAL SVSC INC COM95530610534,671$8.2M0.21%
142ENTEGRIS INC COMENTG123,185$8.1M0.21%
143OLD DOMINION FREIGHT LINE INC COMODFL28,361$8.0M0.21%
144ISHARES S&P SMALLCAP 600 ETF46428780483,882$7.9M0.20%
145ALPS TRUST ETF ALERIAN MLP00162Q452207,731$7.9M0.20%
146T ROWE PRICE GROUP INCTROW70,513$7.7M0.20%
147TRIMBLE NAV LTDTRMB151,911$7.7M0.20%
148FLOOR & DECOR HLDGS INC CL AFND110,279$7.7M0.20%
149SERVICENOW INC COMNOW19,638$7.6M0.20%
150ISHARES CORE MSCI EMERGING MKTS46434G103162,632$7.6M0.20%
151ESTEE LAUDER COMPANIES INC51843910430,521$7.6M0.20%
152VALMONT INDS INC COM92025310122,630$7.5M0.19%
153ISHARES MSCI EMERGING MARKETS ETF464287234197,248$7.5M0.19%
154MARKET VECTORS GOLD MINERS INDEX ETF92189F106260,383$7.5M0.19%
155CROWN CASTLE INC COMCCI54,772$7.4M0.19%
156ISHARES CORE DIVIDEND GROWTH ETF46434V621146,311$7.3M0.19%
157VANECK FALLEN ANGEL HIGH YIELD BOND ETF92189F437267,135$7.2M0.19%
158AKAMAI TECHAKAM84,269$7.1M0.18%
159MEDPACE HLDGS INC COMMEDP32,751$7.0M0.18%
160COMFORT SYS USA INC COM19990810459,697$6.9M0.18%
161VERIZON COMMUNICATIONSVZ170,774$6.7M0.17%
162E L F BEAUTY INC COMELF121,530$6.7M0.17%
163SCHWAB U.S. SMALL-CAP ETF808524607163,748$6.6M0.17%
164UNITED RENTALS INCURI18,264$6.5M0.17%
165PHILLIPS 66PSX61,346$6.4M0.16%
166VANGUARD UTILITIES ETF92204A87640,458$6.2M0.16%
167SUMMIT MATLS INC CL A86614U100216,347$6.1M0.16%
168SPDR S&P WORLD EX-US 78463X889206,802$6.1M0.16%
169TAKE-TWO INTERACTIVE SOFTWARE COMTTWO58,715$6.1M0.16%
170BROADCOM INC COMAVGO10,748$6.0M0.16%
171ISHARES TR LEHMAN INTER GOVT CR BD FD46428861258,391$6.0M0.15%
172SIMPLY GOOD FOODS CO COMSMPL155,084$5.9M0.15%
173SCHWAB U.S. MID-CAP ETF80852450889,198$5.9M0.15%
174ISHARES CORE S&P MID CAP ETF46428750724,101$5.8M0.15%
175ISHARES CORE U.S. REIT ETF464288521117,633$5.8M0.15%
176SCHWAB INTERNATIONAL EQUITY ETF808524805179,388$5.8M0.15%
177SPDR BIOTECH ETF78464A87068,482$5.7M0.15%
178WNS HLDGS LTD SPON ADR92932M10169,734$5.6M0.14%
179FORTINET INC COMFTNT111,955$5.5M0.14%
180ISHARES MBS ETF46428858857,269$5.3M0.14%
181CANADIAN PAC RAILWAYLTD13645T10069,950$5.2M0.13%
182DUPONT DE NEMOURS INC COMDD74,691$5.1M0.13%
183ENPRO INDS INC COMNPO46,481$5.1M0.13%
184SUPERNUS PHARMACEUTICALS INC COMSUPN133,952$4.8M0.12%
185DOW INC COMDOW93,524$4.7M0.12%
186ISHARES U.S. TREASURY BOND ETF46429B267205,735$4.7M0.12%
187SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF78464A35971,451$4.6M0.12%
188APPLIED MATLS INC COM03822210547,113$4.6M0.12%
189BANK AMERICA CORP COM060505104136,568$4.5M0.12%
190VEEVA SYS INC CL A COMVEEV27,563$4.4M0.11%
191CORTEVA INC COMCTVA75,642$4.4M0.11%
192EXXON MOBIL CORP COMXOM40,014$4.4M0.11%
193ICF INTL INC COM44925C10343,985$4.4M0.11%
194AMN HEALTHCARE SVCS INC COM00174410141,208$4.2M0.11%
195VANGUARD FTSE ALL WORLD EX-US ETF92204271841,161$4.2M0.11%
196ONTO INNOVATION INC COMONTO61,376$4.2M0.11%
197POWER INTEGRATIONS INC COMPOWI58,119$4.2M0.11%
198BERKSHIRE HATHAWAY INC DEL CL B NEWBRK-A13,291$4.1M0.11%
199YETI HLDGS INC COMYETI94,928$3.9M0.10%
200ALPHABET INC CAP STK CL CGOOG44,097$3.9M0.10%
201LANTHEUS HLDGS INC COMLNTH76,266$3.9M0.10%
202BADGER METER INC COMBMI35,320$3.9M0.10%
203DEXCOM INC COMDXCM33,399$3.8M0.10%
204EQUINIX INC COMEQIX5,672$3.7M0.10%
205SKYLINE CHAMPION CORPORATION COMSKY70,946$3.7M0.09%
206SPDR DJ WILSHIRE INTL REAL EST78463X863136,001$3.6M0.09%
207BOOT BARN HLDGS INC COMBOOT58,171$3.6M0.09%
208ISHARES MSCI ACWI ETF46428825742,763$3.6M0.09%
209BALCHEM CORP COMBCPC29,628$3.6M0.09%
210WISDOMTREE U.S. LARGECAP DIVIDEND FUNDWT58,173$3.6M0.09%
211AMERICAN VANGUARD CORP COMAVD164,411$3.6M0.09%
212AMERIS BANCORP COMABCB75,400$3.6M0.09%
213MGP INGREDIENTS INC NEW COMMGPI32,856$3.5M0.09%
214EASTERN BANKSHARES INC COMEBC196,500$3.4M0.09%
215CHURCHILL DOWNS INC COMCHDN15,812$3.3M0.09%
216AVID TECHNOLOGY INC COM05367P100124,012$3.3M0.09%
217CITIGROUP INCC-PR72,600$3.3M0.08%
218ULTRAGENYX PHARMACEUTICAL INC COMRARE70,438$3.3M0.08%
219COHEN & STEERS INCCNS50,182$3.2M0.08%
220ECOLAB INC COMECL21,223$3.1M0.08%
221RANGER OIL CORPORATION CLASS A COM70788V10275,705$3.1M0.08%
222SIMPSON MFG INC COM82907310533,912$3.0M0.08%
223PGT INNOVATIONS INC COM69336V101166,736$3.0M0.08%
224ETRACS BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN SERIES BUSML136,519$3.0M0.08%
225FOX FACTORY HLDG CORP COMFOXF32,654$3.0M0.08%
226INTEGER HLDGS CORP COMITGR42,921$2.9M0.08%
227SCHWAB US TIPS ETF80852487055,869$2.9M0.07%
228SPDR PORTFOLIO S&P 500 ETF78464A85464,212$2.9M0.07%
229ANGEL OAK INCOME ETF03463K760142,979$2.9M0.07%
230DEERE & CO COMDE6,664$2.9M0.07%
231AUTODESK INCADSK15,015$2.8M0.07%
232ISHARES RUSSELL 1000 VALUE ETF46428759817,986$2.7M0.07%
233LOWES COS INC COM54866110713,658$2.7M0.07%
234SCHWAB U.S. REIT ETF808524847140,131$2.7M0.07%
235ULTRA CLEAN HLDGS INC COMUCTT81,527$2.7M0.07%
236SPDR S&P REGIONAL BANKING ETF78464A69844,914$2.6M0.07%
237AEROVIRONMENT INC COMAVAV30,756$2.6M0.07%
238CONMED CORP COMCNMD29,628$2.6M0.07%
239PROGYNY INC COMPGNY81,595$2.5M0.07%
240VANGUARD S&P 500 ETF9229083637,118$2.5M0.06%
241VANGUARD FTSE DEVELOPED MARKETS ETF92194385859,389$2.5M0.06%
242PERFICIENT INC COM71375U10135,516$2.5M0.06%
243ETFS PRECIOUS METALSBASKET TR ETFS PHYSICAL PM BASKET SHSGLTR27,596$2.5M0.06%
244JPMORGAN MUNICIPAL ETF46641Q64749,377$2.5M0.06%
245JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33244,097$2.4M0.06%
246VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF92194688539,287$2.4M0.06%
247PFIZER INC COMPFE46,344$2.4M0.06%
248BERKSHIRE HATHAWAY INC DEL CL ABRK-A5$2.3M0.06%
249TELEFLEX INCORPORATED COMTFX9,111$2.3M0.06%
250AMER SOFTWARE INC CL A029683109152,133$2.2M0.06%
251ISHARES NATIONAL MUNI BOND ETF46428841421,051$2.2M0.06%
252ENPHASE ENERGY INC COMENPH8,333$2.2M0.06%
253BLACKSTONE GROUP LPBX29,663$2.2M0.06%
254CORE LABORATORIES NVN22717107106,404$2.2M0.06%
255ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF46435G67244,046$2.1M0.05%
256TECHTARGET INC COMTTGT46,095$2.0M0.05%
257ISHARES 1-3 YR TREASURY BOND ETF46428745724,798$2.0M0.05%
258MASTERCARD INC MA5,765$2.0M0.05%
259UBER TECHNOLOGIES INC COMUBER80,597$2.0M0.05%
260WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUNDWT45,246$2.0M0.05%
261SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF78468R55614,445$2.0M0.05%
262ISHARES MSCI USA QUALITY FACTOR ETF46432F33917,138$2.0M0.05%
263ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF46428724218,383$1.9M0.05%
264ISHARES MSCI FRONTIER 100 ETF46428614575,720$1.9M0.05%
265VANGUARD INTERMEDIATE-TERM TREASURY ETF92206C70632,954$1.9M0.05%
266DRAFTKINGS INC NEW COM CL ADKNG167,089$1.9M0.05%
267CACTUS INC CL AWHD37,747$1.9M0.05%
268INSULET CORP COMPODD6,396$1.9M0.05%
269POWERSHARES QQQ TRIVZ7,044$1.9M0.05%
270VANGUARD HIGH DIVIDEND YIELD92194640617,190$1.9M0.05%
271COUPANG INC CL ACPNG125,657$1.8M0.05%
272PENUMBRA INC COMPEN8,136$1.8M0.05%
273INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETFIVZ121,510$1.8M0.05%
274NEOGEN CORPNEOG116,532$1.8M0.05%
275SCHWAB INTERMEDIATE-TERM US TREASURY ETF80852485436,008$1.8M0.05%
276SPDR INDEX SHS FDS S&P EMERGING MKTS ETF78463X50953,697$1.8M0.05%
277ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF00326110479,898$1.8M0.05%
278ENVISTA HOLDINGS CORPORATION COMNVST51,740$1.7M0.04%
279REVOLVE GROUP INC CL ARVLV77,151$1.7M0.04%
280PRESTIGE BRANDS HOLDINGS INC74112D10127,124$1.7M0.04%
281BJS WHSL CLUB HLDGS INC COM05550J10125,532$1.7M0.04%
282WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUNDWT47,187$1.7M0.04%
283XTRACKERS USD HIGH YIELD CORPORATE BOND ETF23305143249,290$1.7M0.04%
284CDW CORP COMCDW9,205$1.6M0.04%
285JP MORGAN ALERIAN MLP ETNVYLD75,000$1.6M0.04%
286TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD87403910021,313$1.6M0.04%
287THERMO FISHER SCIENTIFIC INC COMTMO2,866$1.6M0.04%
288ISHARES 7-10 YR TREASURY BOND ETF46428744016,408$1.6M0.04%
289PTC INC COMPTC12,982$1.6M0.04%
290CURTISS WRIGHT CORP COMCW9,316$1.6M0.04%
291UNION PAC CORP COMUNP7,452$1.5M0.04%
292EXPONENT INC COMEXPO15,321$1.5M0.04%
293AUTOMATIC DATA PROCESSING INC COMADP6,312$1.5M0.04%
294PERION NETWORK LTD SHS NEWPERI58,201$1.5M0.04%
295CYBERARK SOFTWARE LTD SHSM2682V10811,271$1.5M0.04%
296GLACIER BANCORP INC NEW COMGBCI29,407$1.5M0.04%
297AMPHENOL CORP CL A03209510119,063$1.5M0.04%
298WERNER ENTERPRISES INC COMWERN35,946$1.4M0.04%
299VANGUARD TOTAL STK MKT9229087697,563$1.4M0.04%
300WEYERHAEUSER COWY46,582$1.4M0.04%
301ISHARES GOLD TRUST ETF IAU41,531$1.4M0.04%
302YUM CHINA HLDGS INC COMYUMC26,118$1.4M0.04%
303MORGAN STANLEYMS-PQ16,407$1.4M0.04%
304HDFC BANK LTD SPONSORED ADSHDB20,160$1.4M0.04%
305ISHARES RUSSELL 2000 ETF4642876557,908$1.4M0.04%
306INTL BUSINESS MACHINESINTR9,663$1.4M0.04%
307INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBERINHD44,708$1.3M0.03%
308ISHARES TIPS BOND ETF46428717612,508$1.3M0.03%
309SCHWAB SHORT-TERM US TREASURY ETF80852486227,382$1.3M0.03%
310SPROTT GOLD MINERS ETFSII52,730$1.3M0.03%
311REPLIGEN CORP COMRGEN7,675$1.3M0.03%
312AIR PRODS & CHEMS INC COMAIIR4,194$1.3M0.03%
313RITCHIE BROS AUCTIONEERS COM76774410522,018$1.3M0.03%
314VANGUARD DIVIDEND APPRECIATION ETF9219088448,284$1.3M0.03%
315VANGUARD FTSE ALL-WORLD EX-US92204277525,040$1.3M0.03%
316OPTION CARE HEALTH INC COM NEWOPCH41,288$1.2M0.03%
317FABRINET SHSFN9,621$1.2M0.03%
3183M CO COMMMM10,186$1.2M0.03%
319TERRENO RLTY CORP COM88146M10121,350$1.2M0.03%
320PAPA JOHNS INTL INC COM69881310214,243$1.2M0.03%
321REAL ESTATE SELECT SECTOR SPDR FUND81369Y86031,327$1.2M0.03%
322MARKETAXESS HLDGS INC COMMKTX4,027$1.1M0.03%
323DANAHER CORP 2358511024,210$1.1M0.03%
324ISHARES RUSSELL 2500 ETF46435G26820,519$1.1M0.03%
325ENERGY TRANSFER EQUITY L P COM UNIT LTD PARTNERSHIPET-PI91,100$1.1M0.03%
326ISHARES INC MSCI UNITED KINGDOM INDEX46435G33435,071$1.1M0.03%
327HIGHLAND IBOXX SENIOR LOAN ETF43010177472,871$1.1M0.03%
328PARSONS CORP DEL COMPSN22,550$1.0M0.03%
329SPDR DOUBLELINE TOTAL RETURN TACTICAL ETF78467V84825,694$1.0M0.03%
330SCHWAB EMERGING MARKETS EQUITY ETF80852470643,318$1.0M0.03%
331SPDR S&P MIDCAP 400 ETF TRUSTMDY2,314$1.0M0.03%
332AZEK CO INC CL A05478C10549,954$1.0M0.03%
333NOVANTA INC COMNOVTU7,461$1.0M0.03%
334SCHWAB US AGGREGATE BOND ETF80852483922,144$1.0M0.03%
335FAIR ISAAC CORPFICO1,672$1.0M0.03%
336MARKET VECTORS ETF EMERGING MKTS LOCAL ETF92189H30041,189$998,0160.03%
337RAYTHEON TECHNOLOGIES CORP COMRTX9,876$996,7490.03%
338POWERSHARES EMERGING MKTS SOVEREIGN DEBTIVZ53,307$995,2410.03%
339ELEVANCE HEALTH INC COMELV1,918$983,9900.03%
340MODERNA INC COMMRNA5,308$958,9890.02%
341TESLA INC COMTSLA7,741$953,5390.02%
342SPDR BLOOMBERG INTERNATIONAL TREASURY BOND ETF78464A51641,718$935,7340.02%
343ISHARES TR S&P/CITIGROUP INTL TREASURY BD ETF46428811723,790$931,4130.02%
344SPDR SER TR S&P DIVID ETF78464A7637,312$914,8020.02%
345RANGE RESOURCES CORPRRC36,370$909,9940.02%
346ISHARES DJ US INDUSTRIAL4642877549,420$908,6520.02%
347VANGUARD CONSUMER DISCRETIONARY ETF92204A1084,109$899,9520.02%
348FIDELITY MSCI REAL ESTATE INDEX ETF31609285735,946$891,8590.02%
349CRANE HLDGS CO COMCXT8,829$886,9560.02%
350ORACLE CORPORATIONORCL-PD10,751$878,8590.02%
351MCKESSON CORPMCK2,331$874,4040.02%
352ASML HOLDING N V N Y REGISTRY SHSASMLF1,556$850,1960.02%
353GOLDMAN SACHS GROUP INCGSCE2,405$825,8260.02%
354ISHARES AGGREGATE BOND ETF4642872268,486$823,2050.02%
355ROCKWELL AUTOMATION INC COMROK3,194$822,6910.02%
356VAIL RESORTS INC COMMTN3,403$811,2280.02%
357PALO ALTO NETWORKS INC COMPANW5,617$783,8230.02%
358GRUPO AEROPUERTO DEL PACIFICO SPON ADR B4005061015,357$770,3900.02%
359GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETFNVGLF27,165$769,0740.02%
360BRISTOL-MYERS SQUIBB CO COMCELG-RI10,598$762,5250.02%
361PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF72201R8178,192$761,8560.02%
362CVS HEALTH CORP COMCVS8,089$753,8680.02%
363JPMORGAN BETABUILDERS CANADA ETF46641Q22513,074$749,0570.02%
364COMCAST CORP NEW CL ACCZ21,390$748,0160.02%
365WELLS FARGO CO NEW COM94974610117,940$740,8070.02%
366ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF4642885139,989$735,5720.02%
367ISHARES ESG AWARE MSCI USA SMALL-CAP ETF46435U66322,224$730,7240.02%
368META PLATFORMS INC CL AMETA6,029$725,5280.02%
369HEICO CORP NEW COMHEI-A4,681$719,1870.02%
370SPDR EURO STOXX 50 ETF78463X20218,363$710,6480.02%
371ISHARES 3-7 YR TREASURY BOND ETF4642886616,166$708,4100.02%
372NOVO-NORDISK A/S ADR ADR CMNNONOF5,215$705,8230.02%
373SPDR PORTFOLIO MORTGAGE BACKED BOND ETF78464A38332,510$705,4670.02%
374STARBUCKS CORPSBUX7,041$698,4990.02%
375DISNEY WALT CO COM2546871068,005$695,5100.02%
376FISKER INC CL A COM STK33813J10694,640$688,0320.02%
377MARRIOTT INTL INC 5719032024,545$676,7040.02%
378PIMCO 0-5 YEAR HIGH YIELD CORPORATE BOND INDEX ETF72201R7837,580$676,5900.02%
379QUALCOMM INC COMQCOM6,082$668,7350.02%
380BERKSHIRE GREY INC COM CL A0846561071,083,625$654,4010.02%
381SIMON PROPERTY GROUP INC8288061095,566$653,8910.02%
382CIGNA CORP 1255231001,950$646,2770.02%
383H WORLD GROUP LTD SPONSORED ADSHWLDF14,753$625,8210.02%
384ADVANCED MICRO DEVICES INC COMAMD9,647$624,8350.02%
385ISHARES S&P 500 GROWTH ETF46428730910,669$624,1850.02%
386ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4642871507,273$616,7500.02%
387MICRON TECHNOLOGYMU12,295$614,5040.02%
388BOEING CO COMBA-PA3,187$607,1800.02%
389SENSATA TECHNOLOGIES HLDG PLC SHSST14,890$601,2660.02%
390HERSHEY CO COMHSY2,558$592,3550.02%
391SPDR PORTFOLIO S&P 400 MID CAP ETF78464A84713,930$592,0250.02%
392VANGUARD REIT INDEX ETF9229085536,855$565,4390.01%
393AMERICAN TOWER CORP03027X1002,655$562,4920.01%
394AMERICAN EXPRESS CO COMAXP3,733$551,6930.01%
395ISHARES RUSSELL 3000 ETF4642876892,450$540,6650.01%
396INFOSYS TECHNOLOGIES LTD SPONS ADR REPSTG 1/2 EQUITY SHINFY29,955$539,4890.01%
397LEMAITRE VASCULAR INC COMLMAT11,633$535,3500.01%
398DIMENSIONAL US SMALL CAP ETF25434V50010,425$533,2750.01%
399SCHLUMBERGER LTD COM STKSLB9,768$522,2380.01%
400GALLAGHER ARTHUR J &CO3635761092,752$518,8710.01%
401NETFLIX COM INCNFLX1,744$514,2690.01%
402SALESFORCE COM CRM3,870$513,1220.01%
403TJX COS INC NEW COM8725401096,432$512,0460.01%
404SPDR BLOOMBERG HIGH YIELD BOND ETF78468R6225,669$510,2100.01%
405BOSTON SCIENTIFIC CORPBSX11,016$509,7100.01%
406WALMART INC COMWMT3,585$508,4230.01%
407CHUBB LIMITED COMCB2,278$502,5260.01%
408DESCARTES SYS GROUP INC COM2499061087,065$492,0770.01%
409ISHARES ESG ADVANCED MSCI EAFE ETF46436E7598,906$483,3280.01%
410THE TRADE DESK INC COM CL A88339J10510,729$480,9790.01%
411AMERIPRISE FINL INC COM03076C1061,529$476,0840.01%
412ANGEL OAK ULTRASHORT INCOME ETF03463K7529,470$475,4880.01%
413TERADYNE INC COMTER5,398$471,5140.01%
414ISHARES 0-3 MONTH TREASURY BOND ETF46436E7184,665$467,1530.01%
415LINDE PLC SHSLIN1,426$465,1320.01%
416TARGET CORP COMTGT3,108$463,3120.01%
417BLACKROCK CORPOR HI YLD FD INC COMBLK52,729$460,8510.01%
418PHILIP MORRIS INTL INC7181721094,537$459,1890.01%
419SPDR PORTFOLIO AGGREGATE BOND ETF78464A64918,187$457,0380.01%
420ISHARES CREDIT BOND ETF4642886209,263$454,9050.01%
421ISHARES 20 YR TREASURY ETF4642874324,505$448,6480.01%
422ALTRIA GROUP INC COMMO9,718$444,2080.01%
423ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF46436E61910,483$442,3820.01%
424INTEL CORP COMINTC16,632$439,6290.01%
425TORONTO DOMINION BANKTORO6,599$427,3500.01%
426FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF3160928084,480$423,4040.01%
427P T TELEKOMUNIKASI INDONESIA SPONSORED ADR71568410617,554$418,6620.01%
428ADVANCED DRAIN SYS INC DEL COM00790R1045,087$417,0350.01%
429EDWARDS LIFESCIENCES CORP COMEW5,575$415,9500.01%
430ENEL CHILE S.A. SPONSORED ADRENIC183,605$413,1100.01%
431J M SMUCKER CO NEW 8326964052,589$410,3320.01%
432SPDR MSCI USA GENDER DIVERSITY ETF78468R7475,193$409,1670.01%
433GOLDMAN SACHS ACCESS ULTRA SHORT BOND ETFNVGLF8,218$407,2740.01%
434AT&T INC COMT-PC21,823$401,7870.01%
435PAYPAL HLDGS INC COMPYPL5,635$401,3240.01%
436VANGUARD TOTAL BOND MARKET ETF9219378355,536$397,7050.01%
437FRANKLIN U.S. TREASURY BOND ETFFGDL18,942$392,0990.01%
438FIRST TRUST TCW SECURITIZED PLUS ETF33740U10918,559$391,4230.01%
439OCCIDENTAL PETE CORP WT EXP 0803276745991629,436$389,0450.01%
440HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF51841610215,663$388,2850.01%
441ISHARES MSCI GLOBAL SUSTAINABLE DEVELOPMENT GOALS ETF46435G5324,909$387,3680.01%
442INSTALLED BLDG PRODS INC COM45780R1014,509$385,9690.01%
443BECTON DICKINSON & CO COMBDX1,516$385,6650.01%
444GILEAD SCIENCES INCGILD4,467$383,5020.01%
445SEALED AIR CORP NEW COMSE7,681$383,1490.01%
446FIRST TRUST UTILITIES ALPHADEX FUND33734X18411,461$380,6350.01%
447GENERAL ELECTRIC CO COM NEW3696043014,505$377,4730.01%
448GLOBAL X CONSCIOUS COMPANIES ETF37954Y73113,575$375,8910.01%
449ALIBABA GROUP HLDG LTD SPONSORED ADSBBAAY4,223$372,0030.01%
450VANGUARD MATERIALS ETF92204A8012,183$371,6640.01%
451ISHARES U.S. CONSUMER STAPLES ETF4642878121,831$371,2890.01%
452SPDR PORTFOLIO SHORT TERM TREASURY ETF78468R10112,712$367,2490.01%
453PIONEER FLOATING RATE FUND INC COMPHD41,788$366,4800.01%
454VANGUARD MID-CAP ETF9229086291,787$364,2070.01%
455JD.COM INC SPON ADR CL AJDCMF6,344$356,0870.01%
456PNC FINL SVCS GROUP INC COM6934751052,233$352,7580.01%
457FIDELITY MSCI HEALTH CARE INDEX ETF3160926005,418$346,6420.01%
458VANGUARD INFORMATION TECHNOLOGY92204A7021,071$342,0870.01%
459BLACKROCK INC BLK476$337,3070.01%
460ISHARES ESG SCREENED S&P MID-CAP ETF46436E55110,210$334,9160.01%
461CLEARWAY ENERGY INC CL CCWEN-A10,498$334,5700.01%
462TEXAS INSTRS INC COM8825081041,990$328,7870.01%
463VANGUARD SMALL CAP ETF9229087511,771$325,0480.01%
464ALIGN TECHNOLOGY INCALGN1,539$324,5730.01%
465MARSH & MCLENNAN COS INC COM5717481021,954$323,3470.01%
466ICICI BANK LTD ADRIBN14,621$320,0530.01%
467LOCKHEED MARTIN CORPLMT650$316,2170.01%
468First Trust Senior Loan Fund33738D3097,046$314,1810.01%
469CONSOLIDATED EDISON INC COMED3,296$314,1400.01%
470HCA INCHCA1,295$310,7470.01%
471ZEBRA TECHNOLOGIES CORPORATION CL AZBRA1,210$310,3820.01%
472CANADIAN NATIONAL RAILWAY CO1363751022,603$309,4440.01%
473AMETEK INC COMAME2,204$307,9410.01%
474REALTY INCOME CORPO4,848$307,5590.01%
475MATTHEWS INTL CORP CL A57712810110,000$304,4000.01%
476EPAM SYS INC COMEPAM927$303,8140.01%
477ISHARES ESG ADVANCED MSCI USA ETF46436E7679,846$301,8770.01%
478EVERSOURCE ENERGY COMES3,596$301,4880.01%
479SCHWAB FUNDAMENTAL INTERNATIONAL LARGE CO. INDEX ETF80852475510,318$299,9550.01%
480GLOBANT S A COMGLOB1,779$299,1560.01%
481ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF46435G4416,872$297,0070.01%
482CENTENE CORP DEL COMCNC3,576$293,2670.01%
483SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF78464A8056,185$292,4880.01%
484LAM RESEARCH CORPLRCX695$292,1070.01%
485CHAMPIONX CORPORATION COM15872M1049,959$288,7100.01%
486ISHARES 1-3 YR CREDIT BOND ETF4642886465,750$286,4640.01%
487BOOKING HOLDINGS INC COMBKNG142$286,1690.01%
488JINKOSOLAR HLDG CO LTD SPONSORED ADRJKS7,000$286,1600.01%
489L3HARRIS TECHNOLOGIES INC COMLHX1,365$284,2060.01%
490ISHARES TR RUSSELL 1000 INDEX ETF4642876221,348$283,7800.01%
491AIRBNB INC COM CL AABNB3,292$281,4650.01%
492GENERAL MLS INC COM3703341043,355$281,3150.01%
493SPDR BLOOMBERG INTERNATIONAL CORPORATE BOND ETF78464A15110,127$280,7200.01%
494ISHARES MSCI USA MIN VOL FACTOR ETF46429B6973,869$278,9850.01%
495WILLIAMS COS INC COM9694571008,405$276,5240.01%
496HALLIBURTON CO COMHAL7,013$275,9610.01%
497READY CAPITAL CORP COMRC-PE24,712$275,2910.01%
498IDEXX LABS INC 45168D104672$274,5470.01%
499ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF46435U8537,859$271,3710.01%
500BAR HBR BANKSHARES COM0668491008,278$265,2340.01%