13F HOLDINGS REPORT
Morton Brown Family Wealth, LLC
Quarter ended Q2 2024 · Filed July 30, 2024 · Accession 0001909851-24-000004
Total Value
$253.3M
Positions
221
Other Managers
0
Confidential Omitted
No
Holdings (221)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SCHWAB U.S. BROAD MARKET ETF | 808524102 | 1,064,494 | $68.2M | 26.93% |
| 2 | AVANTIS EMERGING MARKETS EQUITY ETF | 025072604 | 370,157 | $22.7M | 8.98% |
| 3 | VANGUARD FTSE DEVELOPED MARKETS ETF | 921943858 | 377,810 | $19.1M | 7.55% |
| 4 | ISHARES NATIONAL MUNI BOND ETF | 464288414 | 175,572 | $18.8M | 7.44% |
| 5 | AVANTIS U.S. SMALL CAP VALUE ETF | 025072877 | 150,037 | $14.5M | 5.71% |
| 6 | SPDR S&P 500 ETF TRUST | SPY | 22,253 | $12.3M | 4.85% |
| 7 | SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 808524888 | 292,599 | $10.8M | 4.25% |
| 8 | SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 808524854 | 201,971 | $9.9M | 3.93% |
| 9 | ISHARES GLOBAL REIT ETF | 46434V647 | 353,133 | $8.7M | 3.42% |
| 10 | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | 78,900 | $8.3M | 3.27% |
| 11 | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 92206C870 | 75,375 | $6.1M | 2.41% |
| 12 | VANGUARD TOTAL INTERNATIONAL BOND ETF | 92203J407 | 119,787 | $5.9M | 2.32% |
| 13 | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 025072802 | 62,464 | $4.2M | 1.66% |
| 14 | VANGUARD SHORT-TERM CORPORATE BOND ETF | 92206C409 | 43,687 | $3.4M | 1.34% |
| 15 | ISHARES MSCI EAFE ETF | 464287465 | 37,860 | $3.0M | 1.20% |
| 16 | ISHARES CORE HIGH DIVIDEND ETF | 46429B663 | 25,124 | $2.8M | 1.12% |
| 17 | ISHARES CORE MSCI EAFE ETF | 46432F842 | 31,230 | $2.3M | 0.92% |
| 18 | APPLE INC COM | AAPL | 8,949 | $2.0M | 0.79% |
| 19 | SPDR S&P 600 SMALL CAP VALUE ETF | 78464A300 | 23,170 | $2.0M | 0.78% |
| 20 | VANGUARD SMALL-CAP ETF | 922908751 | 8,447 | $1.9M | 0.76% |
| 21 | INVESCO QQQ TRUST SERIES I | IVZ | 3,197 | $1.5M | 0.61% |
| 22 | MUNI | 72201R866 | 28,868 | $1.5M | 0.60% |
| 23 | BROADCOM INC COM | AVGO | 8,770 | $1.4M | 0.56% |
| 24 | VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 922042718 | 11,605 | $1.4M | 0.55% |
| 25 | VANGUARD FTSE EMERGING MARKETS ETF | 922042858 | 29,863 | $1.3M | 0.52% |
| 26 | VANGUARD TOTAL STOCK MARKET ETF | 922908769 | 4,678 | $1.3M | 0.50% |
| 27 | ISHARES ESG AWARE MSCI USA ETF | 46435G425 | 8,531 | $1.0M | 0.41% |
| 28 | ISHARES RUSSELL 2000 ETF | 464287655 | 4,706 | $1.0M | 0.40% |
| 29 | MICROSOFT CORP COM | MSFT | 1,938 | $853,383 | 0.34% |
| 30 | VANGUARD TOTAL INTERNATIONAL STOCK ETF | 921909768 | 13,139 | $809,888 | 0.32% |
| 31 | ISHARES CORE GROWTH ALLOCATION ETF | 464289867 | 12,686 | $722,087 | 0.29% |
| 32 | VANGUARD MID-CAP GROWTH ETF | 922908538 | 2,427 | $564,229 | 0.22% |
| 33 | ISHARES ESG AWARE MSCI EAFE ETF | 46435G516 | 7,008 | $562,042 | 0.22% |
| 34 | BANK AMERICA CORP COM | 060505104 | 12,197 | $524,593 | 0.21% |
| 35 | VANGUARD TOTAL BOND MARKET ETF | 921937835 | 5,706 | $416,024 | 0.16% |
| 36 | BERKSHIRE HATHAWAY INC DEL CL B NEW | BRK-A | 903 | $398,963 | 0.16% |
| 37 | NVIDIA CORPORATION COM | NVDA | 3,250 | $393,567 | 0.16% |
| 38 | CROSSAMERICA PARTNERS LP UT LTD PTN INT | CAPL | 20,096 | $393,480 | 0.16% |
| 39 | ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 464286533 | 6,632 | $388,038 | 0.15% |
| 40 | ISHARES CORE S&P MID-CAP ETF | 464287507 | 6,234 | $378,217 | 0.15% |
| 41 | MCDONALDS CORP COM | MCD | 1,226 | $318,167 | 0.13% |
| 42 | AVANTIS REAL ESTATE ETF | 025072356 | 7,307 | $318,128 | 0.13% |
| 43 | ISHARES S&P SMALL-CAP 600 VALUE ETF | 464287879 | 2,716 | $285,343 | 0.11% |
| 44 | SCHWAB U.S. LARGE-CAP ETF | 808524201 | 4,112 | $268,760 | 0.11% |
| 45 | VANGUARD REAL ESTATE ETF | 922908553 | 2,963 | $263,559 | 0.10% |
| 46 | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | 709 | $257,840 | 0.10% |
| 47 | ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 46435U663 | 6,233 | $252,374 | 0.10% |
| 48 | FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 33739H101 | 10,626 | $249,605 | 0.10% |
| 49 | VANGUARD ESG U.S. STOCK ETF | 921910733 | 2,515 | $246,772 | 0.10% |
| 50 | ISHARES ESG AWARE MSCI EM ETF | 46434G863 | 7,006 | $238,554 | 0.09% |
| 51 | SCHWAB U.S. LARGE-CAP GROWTH ETF | 808524300 | 2,344 | $236,885 | 0.09% |
| 52 | AMGEN INC COM | AMGN | 683 | $226,053 | 0.09% |
| 53 | QUALCOMM INC COM | QCOM | 1,178 | $225,540 | 0.09% |
| 54 | SCHWAB INTERNATIONAL EQUITY ETF | 808524805 | 5,519 | $216,952 | 0.09% |
| 55 | ISHARES 3-7 YEAR TREASURY BOND ETF | 464288661 | 1,827 | $213,010 | 0.08% |
| 56 | ISHARES CORE S&P 500 ETF | 464287200 | 373 | $207,239 | 0.08% |
| 57 | VANGUARD S&P MID-CAP 400 GROWTH ETF | 921932869 | 1,750 | $197,033 | 0.08% |
| 58 | MARRIOTT INTL INC NEW CL A | 571903202 | 759 | $185,264 | 0.07% |
| 59 | ISHARES 0-5 YEAR TIPS BOND ETF | 46429B747 | 1,682 | $167,393 | 0.07% |
| 60 | VANGUARD ESG INTERNATIONAL STOCK ETF | 921910725 | 2,749 | $161,229 | 0.06% |
| 61 | ISHARES MSCI ACWI EX U.S. ETF | 464288240 | 2,775 | $150,322 | 0.06% |
| 62 | NORTHROP GRUMMAN CORP COM | NOC | 338 | $148,683 | 0.06% |
| 63 | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288638 | 2,486 | $129,048 | 0.05% |
| 64 | WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | WT | 1,900 | $126,027 | 0.05% |
| 65 | DISNEY WALT CO COM | 254687106 | 1,289 | $124,762 | 0.05% |
| 66 | EXXON MOBIL CORP COM | XOM | 1,032 | $122,597 | 0.05% |
| 67 | PAYCHEX INC COM | PAYX | 985 | $122,376 | 0.05% |
| 68 | UNION PAC CORP COM | UNP | 503 | $122,218 | 0.05% |
| 69 | VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 921932794 | 1,040 | $122,179 | 0.05% |
| 70 | ISHARES CORE S&P SMALL CAP ETF | 464287804 | 953 | $109,119 | 0.04% |
| 71 | RTX CORPORATION COM | RTX | 1,012 | $105,073 | 0.04% |
| 72 | CATERPILLAR INC COM | CAT | 290 | $103,249 | 0.04% |
| 73 | AMERICAN WTR WKS CO INC NEW COM | 030420103 | 700 | $98,945 | 0.04% |
| 74 | ISHARES TRUST ISHARES USD GREEN BOND ETF | 46435U440 | 2,063 | $96,982 | 0.04% |
| 75 | ISHARES ESG AWARE USD CORPORATE BOND ETF | 46435G193 | 4,177 | $96,134 | 0.04% |
| 76 | VANGUARD EXTENDED MARKET ETF | 922908652 | 476 | $83,686 | 0.03% |
| 77 | NIKE INC CL B | NKE | 1,104 | $79,908 | 0.03% |
| 78 | SCHWAB U.S. MID-CAP ETF | 808524508 | 960 | $76,944 | 0.03% |
| 79 | ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | 599 | $76,546 | 0.03% |
| 80 | NEXTERA ENERGY INC COM | NEE-PW | 1,016 | $72,817 | 0.03% |
| 81 | ISHARES CORE S&P US VALUE ETF | 464287663 | 790 | $72,080 | 0.03% |
| 82 | SPDR GOLD SHARES | GLD | 295 | $66,605 | 0.03% |
| 83 | AMERIPRISE FINL INC COM | 03076C106 | 159 | $66,460 | 0.03% |
| 84 | ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 46435G243 | 2,630 | $64,856 | 0.03% |
| 85 | AIR PRODS & CHEMS INC COM | AIIR | 241 | $64,248 | 0.03% |
| 86 | AMAZON COM INC COM | AMZN | 334 | $61,373 | 0.02% |
| 87 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 78467X109 | 150 | $61,008 | 0.02% |
| 88 | ISHARES CORE DIVIDEND GROWTH ETF | 46434V621 | 899 | $53,688 | 0.02% |
| 89 | VANGUARD GROWTH ETF | 922908736 | 143 | $53,393 | 0.02% |
| 90 | MONDELEZ INTL INC CL A | 609207105 | 761 | $50,926 | 0.02% |
| 91 | ALPHABET INC CAP STK CL A | GOOG | 280 | $49,794 | 0.02% |
| 92 | VANGUARD TAX-EXEMPT BOND ETF | 922907746 | 982 | $49,591 | 0.02% |
| 93 | WALMART INC COM | WMT | 678 | $47,985 | 0.02% |
| 94 | CORNING INC COM | GLW | 1,000 | $44,990 | 0.02% |
| 95 | VANGUARD VALUE ETF | 922908744 | 265 | $44,062 | 0.02% |
| 96 | OMNICOM GROUP INC COM | OMC | 459 | $42,269 | 0.02% |
| 97 | UNITED PARCEL SERVICE INC CL B | UPS | 282 | $40,822 | 0.02% |
| 98 | ELI LILLY & CO COM | LLY | 48 | $40,747 | 0.02% |
| 99 | KELLANOVA COM | BEKE | 676 | $39,769 | 0.02% |
| 100 | PEPSICO INC COM | PEP | 233 | $39,696 | 0.02% |
| 101 | INTERNATIONAL BUSINESS MACHS COM | INTR | 213 | $39,452 | 0.02% |
| 102 | PFIZER INC COM | PFE | 1,294 | $38,438 | 0.02% |
| 103 | COSTCO WHSL CORP NEW COM | 22160K105 | 45 | $37,987 | 0.01% |
| 104 | HEALTH CARE SELECT SECTOR SPDR FUND | 81369Y209 | 244 | $35,895 | 0.01% |
| 105 | ALPHABET INC CAP STK CL C | GOOG | 200 | $35,844 | 0.01% |
| 106 | VANGUARD INTERMEDIATE-TERM TREASURY ETF | 92206C706 | 594 | $34,939 | 0.01% |
| 107 | ISHARES MORNINGSTAR MID-CAP ETF | 464288208 | 475 | $34,365 | 0.01% |
| 108 | CISCO SYS INC COM | CSCO | 704 | $33,805 | 0.01% |
| 109 | SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF | 78468R739 | 660 | $31,310 | 0.01% |
| 110 | AMERICAN ELEC PWR CO INC COM | 025537101 | 334 | $31,226 | 0.01% |
| 111 | GE AEROSPACE COM NEW | 369604301 | 192 | $30,488 | 0.01% |
| 112 | VICTORYSHARES CORE INTERMEDIATE BOND ETF | 92647N527 | 642 | $29,904 | 0.01% |
| 113 | VAIL RESORTS INC COM | MTN | 166 | $29,814 | 0.01% |
| 114 | PHILLIPS 66 COM | PSX | 209 | $28,779 | 0.01% |
| 115 | ADVANCED MICRO DEVICES INC COM | AMD | 175 | $27,260 | 0.01% |
| 116 | STARBUCKS CORP COM | SBUX | 351 | $26,029 | 0.01% |
| 117 | SCHWAB SHORT-TERM US TREASURY ETF | 808524862 | 537 | $25,937 | 0.01% |
| 118 | SOUTHERN CO COM | SOMN | 314 | $25,531 | 0.01% |
| 119 | GOLDMAN SACHS GROUP INC COM | GSCE | 52 | $25,198 | 0.01% |
| 120 | FIRST TRUST PREFERRED SECURITIES & INCOME ETF | 33739E108 | 1,400 | $24,626 | 0.01% |
| 121 | JPMORGAN CHASE & CO. COM | VYLD | 115 | $24,221 | 0.01% |
| 122 | TESLA INC COM | TSLA | 96 | $23,926 | 0.01% |
| 123 | JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | 407 | $23,223 | 0.01% |
| 124 | VANGUARD INFORMATION TECHNOLOGY ETF | 92204A702 | 40 | $23,188 | 0.01% |
| 125 | PROCTER AND GAMBLE CO COM | 742718109 | 136 | $22,908 | 0.01% |
| 126 | AIRBNB INC COM CL A | ABNB | 150 | $22,032 | 0.01% |
| 127 | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | SE | 211 | $21,832 | 0.01% |
| 128 | ISHARES RUSSELL 1000 VALUE ETF | 464287598 | 108 | $19,552 | 0.01% |
| 129 | SANOFI SPONSORED ADR | SNYNF | 367 | $18,482 | 0.01% |
| 130 | SCHWAB US DIVIDEND EQUITY ETF | 808524797 | 225 | $18,362 | 0.01% |
| 131 | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | 808524771 | 265 | $18,304 | 0.01% |
| 132 | VANGUARD MID-CAP ETF | 922908629 | 73 | $18,205 | 0.01% |
| 133 | KEYCORP COM | 493267108 | 1,116 | $17,365 | 0.01% |
| 134 | TRUIST FINL CORP COM | 89832Q109 | 403 | $17,121 | 0.01% |
| 135 | LULULEMON ATHLETICA INC COM | LULU | 60 | $17,108 | 0.01% |
| 136 | META PLATFORMS INC CL A | META | 35 | $16,655 | 0.01% |
| 137 | CARRIER GLOBAL CORPORATION COM | CARR | 247 | $16,561 | 0.01% |
| 138 | VERIZON COMMUNICATIONS INC COM | VZ | 375 | $15,776 | 0.01% |
| 139 | UGI CORP NEW COM | 902681105 | 627 | $15,423 | 0.01% |
| 140 | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 46654Q203 | 278 | $15,168 | 0.01% |
| 141 | VIKING THERAPEUTICS INC COM | VKTX | 300 | $15,030 | 0.01% |
| 142 | ICON PLC SHS | ICLR | 45 | $14,751 | 0.01% |
| 143 | ISHARES CORE AGGRESSIVE ALLOCATION ETF | 464289859 | 189 | $14,285 | 0.01% |
| 144 | US BANCORP DEL COM NEW | USB-PS | 319 | $14,185 | 0.01% |
| 145 | MORGAN STANLEY COM NEW | MS-PQ | 118 | $12,368 | 0.00% |
| 146 | WISDOMTREE US VALUE FUND OF BENEF INTEREST | WT | 164 | $12,345 | 0.00% |
| 147 | FRESHPET INC COM | FRPT | 100 | $11,884 | 0.00% |
| 148 | ISHARES RUSSELL 2000 VALUE ETF | 464287630 | 70 | $11,601 | 0.00% |
| 149 | ISHARES BIOTECHNOLOGY ETF | 464287556 | 79 | $11,333 | 0.00% |
| 150 | CHEVRON CORP NEW COM | CVX | 68 | $11,014 | 0.00% |
| 151 | SCHWAB EMERGING MARKETS EQUITY ETF | 808524706 | 401 | $10,803 | 0.00% |
| 152 | PRUDENTIAL FINL INC COM | PUKPF | 85 | $10,651 | 0.00% |
| 153 | JOBY AVIATION INC COMMON STOCK | JOBY-WT | 1,500 | $10,455 | 0.00% |
| 154 | 3M CO COM | MMM | 100 | $10,402 | 0.00% |
| 155 | SALESFORCE INC COM | CRM | 42 | $10,389 | 0.00% |
| 156 | ISHARES ESG ADVANCED MSCI USA ETF | 46436E767 | 216 | $10,195 | 0.00% |
| 157 | SPDR PORTFOLIO SHORT TERM TREASURY ETF | 78468R101 | 344 | $9,966 | 0.00% |
| 158 | VANGUARD SMALL-CAP GROWTH ETF | 922908595 | 38 | $9,798 | 0.00% |
| 159 | NETFLIX INC COM | NFLX | 15 | $9,646 | 0.00% |
| 160 | AT&T INC COM | T-PC | 488 | $9,351 | 0.00% |
| 161 | VANGUARD LONG-TERM TREASURY ETF | 92206C847 | 156 | $9,149 | 0.00% |
| 162 | CONOCOPHILLIPS COM | COP | 78 | $9,096 | 0.00% |
| 163 | SCHWAB U.S. LARGE-CAP VALUE ETF | 808524409 | 118 | $9,046 | 0.00% |
| 164 | ISHARES CORE MSCI EMERGING MARKETS ETF | 46434G103 | 147 | $7,966 | 0.00% |
| 165 | GENERAL DYNAMICS CORP COM | GD | 27 | $7,918 | 0.00% |
| 166 | JOHNSON & JOHNSON COM | JNJ | 50 | $7,771 | 0.00% |
| 167 | GE VERNOVA INC COM | GEV | 47 | $7,590 | 0.00% |
| 168 | PPL CORP COM | PPLC | 250 | $7,193 | 0.00% |
| 169 | ELEVANCE HEALTH INC COM | ELV | 14 | $7,066 | 0.00% |
| 170 | VANGUARD DIVIDEND APPRECIATION ETF | 921908844 | 34 | $6,411 | 0.00% |
| 171 | INNOVATIVE INDL PPTYS INC COM | INHD | 49 | $5,773 | 0.00% |
| 172 | ARK INNOVATION ETF | 00214Q104 | 120 | $5,588 | 0.00% |
| 173 | HERSHEY CO COM | HSY | 27 | $5,220 | 0.00% |
| 174 | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | GEHC | 64 | $5,183 | 0.00% |
| 175 | ASTRAZENECA PLC SPONSORED ADR | AZN | 60 | $4,684 | 0.00% |
| 176 | ADAMS DIVERSIFIED EQUITY FD COM | 006212104 | 194 | $4,264 | 0.00% |
| 177 | BRISTOL-MYERS SQUIBB CO COM | CELG-RI | 100 | $4,239 | 0.00% |
| 178 | ISHARES ESG ADVANCED MSCI EAFE ETF | 46436E759 | 60 | $4,096 | 0.00% |
| 179 | CAVA GROUP INC COM | CAVA | 50 | $4,000 | 0.00% |
| 180 | HUMANA INC COM | HUM | 10 | $3,889 | 0.00% |
| 181 | ALIBABA GROUP HLDG LTD SPONSORED ADS | BBAAY | 50 | $3,827 | 0.00% |
| 182 | DOMINION ENERGY INC COM | D | 72 | $3,713 | 0.00% |
| 183 | RECURSION PHARMACEUTICALS INC CL A | RXRX | 400 | $3,148 | 0.00% |
| 184 | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | 808524730 | 104 | $3,098 | 0.00% |
| 185 | ALTRIA GROUP INC COM | MO | 60 | $2,960 | 0.00% |
| 186 | WK KELLOGG CO COM SHS | 92942W107 | 169 | $2,797 | 0.00% |
| 187 | SPDR PORTFOLIO LONG TERM TREASURY ETF | 78464A664 | 98 | $2,716 | 0.00% |
| 188 | VISA INC COM CL A | V | 10 | $2,692 | 0.00% |
| 189 | APPLIED MATLS INC COM | 038222105 | 12 | $2,612 | 0.00% |
| 190 | VANGUARD S&P SMALL-CAP 600 VALUE ETF | 921932778 | 28 | $2,528 | 0.00% |
| 191 | LINDE PLC SHS | LIN | 5 | $2,230 | 0.00% |
| 192 | ISHARES MSCI USA VALUE FACTOR ETF | 46432F388 | 19 | $2,060 | 0.00% |
| 193 | MERCK & CO INC COM | MRK | 16 | $1,988 | 0.00% |
| 194 | ULTA BEAUTY INC COM | ULTA | 5 | $1,966 | 0.00% |
| 195 | GUARDANT HEALTH INC COM | GH | 58 | $1,807 | 0.00% |
| 196 | ADOBE INC COM | ADBE | 3 | $1,671 | 0.00% |
| 197 | AMERICAN AIRLS GROUP INC COM | 02376R102 | 157 | $1,667 | 0.00% |
| 198 | AMETEK INC COM | AME | 9 | $1,546 | 0.00% |
| 199 | TARGET CORP COM | TGT | 10 | $1,521 | 0.00% |
| 200 | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 921946406 | 12 | $1,480 | 0.00% |
| 201 | SOLVENTUM CORP COM SHS | SOLV | 25 | $1,375 | 0.00% |
| 202 | CHEFS WHSE INC COM | 163086101 | 32 | $1,312 | 0.00% |
| 203 | CITIGROUP INC COM NEW | C-PR | 20 | $1,298 | 0.00% |
| 204 | YUM BRANDS INC COM | YUM | 8 | $1,026 | 0.00% |
| 205 | UNITED AIRLS HLDGS INC COM | UNTCW | 20 | $928 | 0.00% |
| 206 | WARNER BROS DISCOVERY INC COM SER A | WBD | 90 | $767 | 0.00% |
| 207 | TAYSHA GENE THERAPIES INC COM SHS | TSHA | 260 | $588 | 0.00% |
| 208 | JAZZ PHARMACEUTICALS PLC SHS USD | JAZZ | 5 | $544 | 0.00% |
| 209 | PHILIP MORRIS INTL INC COM | 718172109 | 5 | $537 | 0.00% |
| 210 | EDITAS MEDICINE INC COM | EDIT | 65 | $345 | 0.00% |
| 211 | ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | 5 | $344 | 0.00% |
| 212 | VANGUARD MID-CAP VALUE ETF | 922908512 | 2 | $314 | 0.00% |
| 213 | CNFINANCE HLDGS LTD SPON ADS | CNF | 250 | $280 | 0.00% |
| 214 | SIBANYE STILLWATER LTD SPONSORED ADR | SBYSF | 35 | $157 | 0.00% |
| 215 | THE BEACHBODY COMPANY INC COM CL A NEW | 073463309 | 20 | $154 | 0.00% |
| 216 | VIATRIS INC COM | VTRS | 12 | $141 | 0.00% |
| 217 | ISHARES 20 YEAR TREASURY BOND ETF | 464287432 | 1 | $93 | 0.00% |
| 218 | INTEL CORP COM | INTC | 2 | $70 | 0.00% |
| 219 | UNITI GROUP INC COM | UNIT | 8 | $30 | 0.00% |
| 220 | GOSSAMER BIO INC COM | GOSS | 25 | $26 | 0.00% |
| 221 | ISHARES CORE MODERATE ALLOCATION ETF | 464289875 | 0 | $0 | 0.00% |