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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

City State Bank

Quarter ended Q4 2023 · Filed October 16, 2023 · Accession 0001910666-23-000004

Total Value
$181,483
Positions
730
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple INC CORP COMMONAAPL57,055$9,7685.41%
2Ishares 0-5 Year Tips Bond Etf46429B74783,915$8,1334.50%
3Vanguard High Dividend Yield Etf 92194640642,768$4,4192.45%
4Vanguard Total International Bond Index Fund Bnd Etf92203J40791,986$4,4002.44%
5Vanguard Dividend Appreciation Index Fund Etf92190884427,865$4,3302.40%
6MicrosoftMSFT13,198$4,1672.31%
7Berkshire Hathaway INC CLASS B CORP COMMONBRK-A10,989$3,8492.13%
8Dimensional U S Targeted Value Etf25434V60978,287$3,5771.98%
9Vanguard Total Bond Market Etf92193783548,924$3,4141.89%
10Alliant Energy Corp COMMONLNT69,756$3,3801.87%
11Vanguard Emerging Markets Govt Bd Idx Markt Bnd Etf92194688551,849$3,0671.70%
12Spdr Bloomberg Emerging Markets Local Bond Etf Bloombg Emg Mrkt Lcl Bnd78464A391146,725$2,9101.61%
13Vanguard Short-term Bond Index Fund Etf92193782733,606$2,5261.40%
14Vanguard Financials Index Fund Etf92204A40530,427$2,4441.35%
15Vanguard Value Index Fund Etf92290874416,531$2,2801.26%
16Amazon.com INC Amazon COMMON CORPAMZN16,982$2,1591.20%
17Ishares Core US Aggregate Bond Etf46428722622,885$2,1521.19%
18Vanguard Mortgage-backed Secs Idx Fund Mortgage Backed Sec Etf92206C77148,167$2,1091.17%
19Johnson & JohnsonJNJ13,270$2,0671.14%
20Vanguard Intermediate Term Bond Etf92193781928,485$2,0601.14%
21IShares US Treasury Inflation Protected46428717618,654$1,9351.07%
22Eli Lilly And CO CORP COMMONLLY3,593$1,9301.07%
23Spdr Portfolio Tips Etf78464A65676,400$1,8981.05%
24Nvidia Corp COMMONNVDA4,008$1,7430.97%
25Vanguard Small Cap Value Etf92290861110,761$1,7160.95%
26Vanguard Mid-cap Index Fund Mid Cap Etf9229086298,186$1,7050.94%
27Spdr S&p 500 Etf TrustSPY3,849$1,6450.91%
28Vanguard Emerging Markets Stock Index Fund Ftse Etf92204285841,959$1,6450.91%
29Vanguard Health Care Etf92204A5046,900$1,6220.90%
30Vanguard Growth Index Fund Etf9229087365,573$1,5180.84%
31Abbvie INC CORP COMMONABBV9,884$1,4730.82%
32Pfizer IncPFE42,867$1,4220.79%
33Vanguard Small-cap Index Fund Small Cap Etf9229087517,456$1,4100.78%
34JPMorgan Chase & Co.VYLD9,150$1,3270.73%
35Costco Wholesale Corp COMMON22160K1052,300$1,2990.72%
36Merck & CO INC CORP COMMONMRK12,378$1,2740.71%
37Coca Cola CoKO22,469$1,2580.70%
38Verizon CommunicationsVZ38,389$1,2440.69%
39Dfa Dimensional Emerging Core Equity Market Etf Emerg Eqy Mrkt25434V30254,090$1,2210.68%
40Alphabet INC CLASS C CORP COMMONGOOG9,000$1,1870.66%
41Vanguard Ftse All World Ex US Index Fund Investor Shares Etf92204277522,229$1,1530.64%
42Automatic Data ProcessingADP4,783$1,1510.64%
43Deere & Co.DE3,002$1,1330.63%
44Caterpiller, Inc DELCAT4,005$1,0930.61%
45Chevron CommonCVX6,155$1,0380.57%
46Ishares Biotechnology Etf4642875568,448$1,0330.57%
47Vanguard Information Technology Etf92204A7022,434$1,0100.56%
48Lowes Cos, Inc.5486611074,666$9700.54%
49Procter & Gamble CO CORP COMMON7427181096,627$9670.54%
50Ishares JPMORGAN Usd Emerging Markets Bond Etf Mts46428828111,370$9380.52%
51Dimensional U S Core Equity 2 Etf25434V70834,506$9040.50%
52Bristol-Myers Squibb Co.CELG-RI14,509$8420.47%
53Fifth Third Bancorp CORP COMMONFITBM32,066$8120.45%
54Unitedhealth Group CommonUNH1,599$8060.45%
55Rtx Corp COMMONRTX11,115$8000.44%
56Vanguard Materials Viper92204A8014,489$7740.43%
57Lockheed Martin Corp.LMT1,886$7710.43%
58Dfa Dimensional International Core Equity Market Intern Eqt Mkt Etf25434V20329,130$7610.42%
59Honeywell International INC CORP COMMON4385161064,121$7610.42%
60United Parcel Service, Inc.UPS4,774$7440.41%
61Nextera Energy INC CORP COMMONNEE-PW12,631$7240.40%
62Exxonmobil Corp.XOM6,121$7200.40%
63Walmart IncWMT4,403$7040.39%
64Ishares Preferred And Income Securities Etf Sec46428868722,865$6890.38%
65Amgen, Inc.AMGN2,525$6790.38%
66Vanguard Tax Managed Fund Ftse Developed Markets Etf92194385815,210$6650.37%
67Micron Technology INC CORP COMMONMU9,537$6490.36%
68Starbucks Corp.SBUX7,104$6480.36%
69Spdr Portfolio Emerging Markets Etf Index Shares Emerg Markt78463X50918,726$6290.35%
70Medtronic Plc CORP COMMONMDT8,033$6290.35%
71IBM CommonINTR4,478$6280.35%
72Altria Group Inc.MO14,866$6250.35%
73Applied Materials INC Material CORP COMMON0382221054,517$6250.35%
74Vanguard Utilities Etf92204A8764,836$6170.34%
75Texas Instruments, Inc.8825081043,745$5950.33%
76Ishares Core Total Usd Bond Market Etf46434V61313,430$5870.33%
77Vanguard Industrials Etf92204A6032,969$5790.32%
78Chubb Ltd CORP COMMONCB2,682$5580.31%
79Becton Dickinson And CO CORP COMMONBDX2,113$5460.30%
80Crowdstrike Holdings INC CLASS A CORP COMMONCRWD3,232$5410.30%
81Meta Platforms INC CLASS A CORP COMMONMETA1,782$5350.30%
82Principal Financial GroupPFG7,425$5350.30%
83Invesco Nasdaq 100 EtfIVZ3,580$5280.29%
84Caseys General Stores Inc1475281031,938$5260.29%
85Visa INC CLASS A CORP COMMONV2,266$5210.29%
86Home Depot, Inc.HD1,688$5100.28%
87Wec Energy Group INC CORP COMMONWEC6,223$5010.28%
88Advanced Micro Devices INC CORP COMMONAMD4,765$4900.27%
89Vanguard Large-cap Index Fund Large Cap Etf9229086372,485$4860.27%
90McDonalds Corp.MCD1,844$4860.27%
91Abbott LabsABLZF4,905$4750.26%
92IShares Trust Goldman Sacsh $ Investop Corp Bond Fund4642872424,550$4640.26%
93Southern Co.SOMN7,121$4610.26%
94Ford Motor Company Common34537086037,012$4600.25%
95Vanguard 500 Index Fund S&p Etf9229083631,147$4500.25%
96Ishares Core S&p Mid-cap Etf Mid Cap4642875071,782$4440.25%
97Ishares Core S&p 500 Etf4642872001,011$4340.24%
98Netapp INC CORP COMMONNTAP5,485$4160.23%
99Bank of America Corp.06050510415,089$4130.23%
100Goldman Sachs Group INC CORP COMMONGSCE1,242$4020.22%
101Cummins INC CORP COMMONCMI1,753$4000.22%
102Ishares Core Dividend Growth Etf46434V6218,025$3970.22%
103Ishares Trust Russell 1000 Growth Etf4642876141,487$3960.22%
104Ishares Core Msci International Developed Mkt Etf Intrl Dvlp46435G3266,755$3940.22%
105Pioneer Natural Resources CO Resource CORP COMMON7237871071,709$3920.22%
106Union Pacific Corp COMMONUNP1,919$3910.22%
107Travelers Companies INC CORP COMMONTRV2,316$3780.21%
108Consolidated Edison, Inc.ED4,389$3750.21%
109AT&T, Inc.T-PC24,157$3630.20%
1103M CO CORP COMMONMMM3,844$3600.20%
111Ft Cboe Vest US Equity Enh & Mod Buffer Etf - June Vst Eqy Ehnc Mdrt Buf33740U84410,740$3560.20%
112Kimberly-clark Corp Kimberly Clark COMMONKMB2,929$3540.20%
113US Bancorp DELUSB-PS10,685$3530.20%
114Marvell Technology INC CORP COMMONMRVL6,288$3400.19%
115Discover Financial Services CORP COMMON2547091083,870$3350.19%
116Dover Corp COMMONDOV2,319$3240.18%
117Enbridge INC CORP COMMONENNPF9,537$3170.18%
118Tesla INC CORP COMMONTSLA1,260$3150.17%
119Conocophillips CORP COMMONCOP2,627$3150.17%
120Invesco High Yield Equity Dividend Achvrs Etf InvscIVZ16,300$3130.17%
121Gilead Sciences, Inc.GILD4,159$3120.17%
122Intel Corp.INTC8,649$3070.17%
123Vanguard Intl Dividend Appreciation Index Fund Aprectn Etf9219468104,221$3010.17%
124Ishares Core Msci Emerging Markets Etf46434G1036,250$2970.16%
125Waste Management INC CORP COMMON94106L1091,941$2960.16%
126Devon Energy Corp COMMON25179M1036,185$2950.16%
127PepsiCo, Inc.PEP1,723$2920.16%
128Morgan Stanley CORP COMMONMS-PQ3,500$2860.16%
129Dfa Dimensional US Core Equity Market Etf Markt25434V1049,267$2780.15%
130Ishares Floating Rate Bond Etf46429B6555,450$2770.15%
131Boeing Co CommonBA-PA1,434$2750.15%
132Ishares Cybersecurity And Tech Etf46435U1357,060$2720.15%
133Mastercard INC CLASS A CORP COMMONMA682$2700.15%
134Am Electric Common0255371013,563$2680.15%
135Wynn Resorts Ltd CORP COMMONWYNN2,805$2590.14%
136Vanguard Short-term Corporate Bond Idx Fund Etf92206C4093,395$2550.14%
137Dupont De Nemours INC CORP COMMONDD3,397$2530.14%
138PPG Industries INC CORP COMMON6935061071,950$2530.14%
139S&p Global INC CORP SPGI687$2510.14%
140CVS Health Corp COMMONCVS3,565$2490.14%
141Vanguard Mid-cap Value Index Fund Mid Cap Etf9229085121,892$2480.14%
142Nutrien Ltd CORP COMMONNTR4,015$2480.14%
143Ft Cboe Vest US Equity Buffer Etf - June Vst Eqty Bufer33740F7226,050$2450.14%
144Wells Fargo & Co. Common Stock9497461016,000$2450.14%
145Cigna Group CORP COMMON125523100855$2450.14%
146Biogen INC CORP COMMONBIIB950$2440.14%
147Ishares Core International Aggregate Bond Etf Interntinl Aggrgt Bnd46435G6725,000$2440.14%
148Paychex INC CORP COMMONPAYX2,088$2410.13%
149Mondelez International INC CLASS A CORP COMMON6092071053,463$2400.13%
150Salesforce INC CORP COMMONCRM1,182$2400.13%
151Cisco Systems, Inc.CSCO4,473$2400.13%
152Ishares Russell 2000 Etf4642876551,347$2380.13%
153Ishares Mbs Etf4642885882,680$2380.13%
154Metlife INC CORP COMMONMET-PF3,553$2240.12%
155Gsk Plc ADR Rep 2 CORP COMMONGLAXF6,192$2240.12%
156Ishares Core S&p Small-cap Etf Small Cap4642878042,358$2220.12%
157Disney Walt Co.2546871062,738$2220.12%
158Zimmer Biomet Holdings INC CORP ZBH1,972$2210.12%
159General Dynamics Corp.GD985$2180.12%
160Ishares Core Msci Eafe Etf46432F8423,375$2170.12%
161Philip Morris International INC CORP COMMON7181721092,349$2170.12%
162Valero Energy Corp COMMONVLO1,515$2150.12%
163Ishares Currency Hedged Msci Eafe Etf Hedg46434V8037,000$2110.12%
164Invesco Emerging Markets Sovereign Debt Etf Invsc Markt SovrgnIVZ11,250$2060.11%
165Vanguard Mid-cap Growth Index Fund Mid Cap Etf9229085381,047$2040.11%
166Alphabet INC CLASS A CORP COMMONGOOG1,537$2010.11%
167American Express Co.AXP1,345$2010.11%
168Martin Marietta Materials INC CORP COMMON573284106481$1970.11%
169Fedex Corp COMMONFDX736$1950.11%
170Blackstone INC CORP COMMONBX1,747$1870.10%
171BPBPPFF4,722$1830.10%
172Adobe INC CORP COMMONADBE346$1760.10%
173Ishares Msci Eafe Etf4642874652,498$1720.10%
174Vanguard Energy Index Fund Etf92204A3061,359$1720.10%
175Duke Energy Hldg CommonDUKB1,951$1720.10%
176Dow INC CORP COMMONDOW3,310$1710.09%
177Marathon Petroleum Corp COMMONMARA1,128$1710.09%
178Conagra FoodsCAG6,160$1690.09%
179Fiserv, Inc.FISV1,495$1690.09%
180Vanguard Consumer Staples Index Fund Etf92204A207893$1630.09%
181Dimensional International Value Etf Val25434V8075,000$1630.09%
182Vanguard Ftse All-world Ex-us Small-cap Index Vgrd All Wrld Ex US Sml Cap Etf9220427181,481$1570.09%
183Ishares Trust Russell 1000 Value Etf4642875981,033$1570.09%
184General Electric CO CORP COMMON3696043011,417$1570.09%
185Dollar General Corp COMMON2566771051,461$1550.09%
186Snowflake Inc. CLASS A CORP COMMONSNOW1,010$1540.09%
187Rockwell Automation INC Automat CORP COMMONROK530$1520.08%
188Weyerhaeuser CO ReitWY4,913$1510.08%
189Northrop Grumman Corp COMMONNOC342$1510.08%
190Pathward Financial INC CORP COMMONCASH3,216$1480.08%
191West BancorporationWTBA9,100$1480.08%
192Spdr Gold Shares EtfGLD821$1410.08%
193Invesco Qqq Trust Series 1 Invsc Srs EtfIVZ392$1400.08%
194Vanguard Russell 1000 Value Etf92206C7142,076$1380.08%
195Carrier Global Corp COMMONCARR2,416$1330.07%
196Corteva INC CORP COMMONCTVA2,603$1330.07%
197Diamondback Energy INC CORP COMMONFANG850$1320.07%
198Ishares Russell 2000 Value Etf464287630966$1310.07%
199Workiva INC CLASS A CORP COMMONWK1,275$1290.07%
200Vmware INC CLASS A CORP COMMON928563402767$1280.07%
201General Mills Inc.3703341041,977$1270.07%
202Ishares Russell 1000 Index Fund Etf464287622525$1230.07%
203Ishares Morningstar Mid Growth Index Fund Morgstar Cap Gro Etf4642883072,148$1230.07%
204Charles Schwab Corp COMMONSCHW-PJ2,210$1210.07%
205First Trust Consumer Staples Alphadex Fund Tr Consumr Stapls Etf33734X1191,989$1200.07%
206Citigroup INC CORP COMMONC-PR2,857$1180.07%
207Bank of New York Mellon Corp0640581002,702$1150.06%
208Axon Enterprise INC CORP COMMONAXON580$1150.06%
209Ishares Morningstar Small Value Index Fund Morn Cap Etf4642887032,196$1140.06%
210Vanguard Russell 2000 Growth Etf92206C623700$1140.06%
211Dimensional World Ex U S Core Equity 2 Etf Wld US Cr Eq25434V8805,000$1130.06%
212Dimensional U S Equity Etf25434V4012,412$1120.06%
213Nike INC CLASS B CORP COMMONNKE1,167$1120.06%
214Prudential Financial INC CORP COMMONPUKPF1,170$1110.06%
215Constellation Brands INC CLASS A CORP COMMONSTZ439$1100.06%
216Viatris INC CORP COMMONVTRS11,147$1100.06%
217Marathon Oil CommonMARA4,125$1100.06%
218Ishares Msci Emerging Markets Etf4642872342,870$1090.06%
219Ishares S&p Global Financials Sector Index Fund Etf4642873331,525$1070.06%
220Ishares Silver Trust EtfSLV5,180$1050.06%
221Ishares S&p 500 Value Etf464287408676$1040.06%
222Oracle Corp.ORCL-PD950$1010.06%
223Phillips 66 CORP COMMONPSX831$1000.06%
224Archer-daniels-midland CO Archer Daniels Midland CORP COMMONADM1,300$980.05%
225PNC Financial Services Group, Inc.693475105791$970.05%
226Lyondellbasell Industries Nv CLASS A CORP COMMONLYB1,025$970.05%
227Analog Devices INC CORP COMMONADI550$960.05%
228Paypal Holdings INC CORP COMMONPYPL1,631$950.05%
229Realty Income Corp Reit COMMONO1,873$940.05%
230Lantheus Holdings INC CORP COMMONLNTH1,345$930.05%
231Cencora INC CORP COMMONCOR518$930.05%
232Trane Technologies Plc CORP COMMONTT451$920.05%
233Colgate Polmolive Co.CL1,284$910.05%
234Otis Worldwide Corp COMMONOTIS1,109$890.05%
235Invesco S&p 500 Eql Wght Etf Invsc S P Equal WeightIVZ629$890.05%
236Novartis Ag ADR Repsg 1 CORP COMMONNVSEF855$870.05%
237Welltower INC CORP COMMONWELL1,058$870.05%
238Progressive Corp COMMON743315103624$870.05%
239Ishares US Treasury Bond Etf46429B2673,850$850.05%
240Lam Research Corp COMMONLRCX134$840.05%
241Ferrari Nv CORP COMMONRACE285$840.05%
242Genpact Ltd CORP COMMONG2,300$830.05%
243Consumer Staples Select Sector Spdr Fund Etf81369Y3081,200$830.05%
244Public Service Enterprise Group INC CORP COMMON7445731061,401$800.04%
245Taiwan Semiconductor Manufacturing LTD874039100920$800.04%
246Packaging Corp Amer Common695156109524$800.04%
247Kimco Realty Corp Reit COMMON49446R1094,468$790.04%
248First Trust Dow Jones Internet Index Fund Cf Etf33733E302496$790.04%
249Federated Hermes INC CLASS B CORP COMMONFHI2,321$790.04%
250Cloudflare INC CLASS A CORP COMMONNET1,260$790.04%
251Delta Air Lines INC CORP COMMONDAL2,045$760.04%
252Ishares Morningstar US Equity Etf4642871271,268$750.04%
253Vanguard Real Estate Index Fund Etf922908553985$750.04%
254Spdr Kbw Regional Banking (Etf) S&p Etf78464A6981,800$750.04%
255Southwest Airlines CO CORP COMMON8447411082,755$750.04%
256Sysco Corp.SYY1,116$740.04%
257Xcel Energy CommonXELLL1,283$730.04%
258West Pharmaceutical Services INC Pharm Svc CORP COMMON955306105191$720.04%
259Roblox Corp CLASS A COMMONRBLX2,428$700.04%
260Zevra Therapeutics INC CORP COMMONZVRA14,224$690.04%
261Comcast Corp CLASS A COMMONCCZ1,544$680.04%
262Vanguard Consumer Discretionary Etf92204A108252$680.04%
263Docusign INC CORP COMMONDOCU1,624$680.04%
264Capri Holdings Ltd CORP COMMONCPRI1,300$680.04%
265Ishares Russell 2000 Growth Etf464287648300$670.04%
266Zoetis INC CLASS A CORP COMMONZTS386$670.04%
267Target Corp.TGT608$670.04%
268Intuitive Surgical INC CORP COMMONISRG225$660.04%
269Netflix INC CORP COMMONNFLX173$650.04%
270Middlesex Water CO CORP COMMON596680108967$640.04%
271Primerica INC CORP COMMONPRI318$620.03%
272Ft Cboe Vest US Equity Deep Buffer Etf - June Vst Eqty Bufr33740F7141,750$620.03%
273Ishares 5-10 Yr Investment Grade Corporate Bd Etf Trt Is Inv Gr Cr4642886381,239$600.03%
274Clorox CO CORP COMMONCLX450$590.03%
275First Trust Health Care Alphadex Fund Etf33734X143593$580.03%
276Healthpeak Properties INC CORP COMMONDOC3,085$570.03%
277Ishares Select Dividend Etf464287168530$570.03%
278Accenture Plc CLASS A CORP COMMONACN185$570.03%
279Green Plains INC CORP COMMONGPRE1,856$560.03%
280Vanguard Small-cap Growth Index Fund Small Cap Etf922908595260$560.03%
281Seagate Technology Holdings Plc CORP COMMONSE855$560.03%
282Qualcomm, Inc.QCOM500$560.03%
283Edwards Lifesciences Corp COMMONEW787$550.03%
284Williams Companies INC CORP COMMON9694571001,614$540.03%
285First Trust Consumer Discretionary Alphadex Fund Tr Cons Dscrtnry Etf33734X1011,055$540.03%
286Firstenergy CommonFE1,560$530.03%
287Ishares Dow Jones US Aerospace And Defense Index Fund Etf464288760500$530.03%
288Anthem, IncELV122$530.03%
289Centene Corp COMMONCNC750$520.03%
290Shell Plc ADR Each Rep 2 CORP COMMONRYDAF780$500.03%
291Exelon Corp COMMONEXC1,324$500.03%
292Umb Financial Corp COMMON902788108800$500.03%
293Safety Insurance Group INC CORP COMMON78648T100725$490.03%
294Adams Resources & Energy INC And CORP COMMON0063513081,450$490.03%
295Church & Dwight CO INC And CORP COMMONCHD539$490.03%
296Zillow Group INC CLASS C CORP COMMONZ1,070$490.03%
297Spdr Bloomberg Emerging Markets Local Bond Etf Bloombg Emg Mrkt Lcl Bnd78464A3912,470$490.03%
298Datadog INC CLASS A CORP COMMONDDOG523$480.03%
299Cboe Global Markets INC CORP COMMON12503M108300$470.03%
300Allstate CommonALL-PJ415$460.03%
301Ishares U.s. Regional Banks Etf US4642887781,375$460.03%
302Equifax INC CORP COMMONEFX250$460.03%
303Warner Bros Discovery INC Bros. Srs A CORP COMMONWBD4,113$450.02%
304Cohen & Steers INC CORP COMMONCNS697$440.02%
305Ishares Morningstar Value Etf464288109668$430.02%
306Ishares Msci All Country Asia Ex Japan Etf Count Asa Jp464288182655$420.02%
307Dominion Energy INC CORP COMMOND936$420.02%
308Evergy INC CORP COMMONEVRG808$410.02%
309Vanguard Russell 1000 Growth Etf92206C680600$410.02%
310Ishares 0-5 Year Tips Bond Etf46429B747420$410.02%
311Block INC CLASS A CORP COMMONBSQKZ925$410.02%
312Diageo Plc ADR Rep 4 CORP COMMONDGEAF269$400.02%
313Huntington Bancshares INC CORP COMMONHBANP3,834$400.02%
314Plains All American Pipeline Lp Unt7265031052,550$390.02%
315Ollie's Bargain Outlet Holdings INC Ollies Hldg CORP COMMON681116109500$390.02%
316Spdr S&p Dividend Etf78464A763338$390.02%
317Constellation Energy Corp COMMONCEG349$380.02%
318Chipotle Mexican Grill INC CORP COMMONCMG21$380.02%
319Ciena Corp COMMONCIEN800$380.02%
320Oneok INC CORP COMMONOKE600$380.02%
321DNP Select Income Fund Inc.23325P1044,000$380.02%
322Halliburton CO CORP COMMONHAL912$370.02%
323Wp Carey INC W P Reit CORP COMMON92936U109682$370.02%
324Vanguard Internatl High Div Yield Index Fund Internatnl Hgh Yld Etf921946794600$370.02%
325Mgm Resorts International CORP COMMONMGM1,000$370.02%
326American Water Works Company INC CORP COMMON030420103300$370.02%
327Ufp Industries INC CORP COMMONUFPI350$360.02%
328Invesco S And P Midcap Momentum Etf MomntmIVZ450$360.02%
329Hormel Foods Corp COMMONHRL925$350.02%
330Technology Select Sector Spdr Fund Etf81369Y803215$350.02%
331Ishares Msci Eafe Small Cap Index Fund Etf464288273619$350.02%
332Eaton Corporation Plc CORP COMMONETN164$350.02%
333Idexx Laboratories INC CORP COMMON45168D10478$340.02%
334Moody's Corp Moodys COMMONMCO106$340.02%
335Ishares National Muni Bond Etf464288414332$340.02%
336Gallagher, Arthur J. & Co.363576109150$340.02%
337Albemarle Corp COMMONALB-PA200$340.02%
338Broadcom INC CORP COMMONAVGO40$330.02%
339State Street Corp COMMONSTT-PG500$330.02%
340Restaurant Brands International INC Intrnational CORP COMMON76131D103490$330.02%
341Arch Capital Group Ltd CORP COMMONG0450A105400$320.02%
342Hess Corp COMMONHESM211$320.02%
343Ge Healthcare Technologies INC CORP COMMONGEHC464$320.02%
344Bj's Wholesale Club Holdings INC Bjs Hold CORP COMMON05550J101450$320.02%
345Federal Agricultural Mortgage Corp Agricultur CLASS C COMMON313148306200$310.02%
346Vanguard Communication Services Index Fund Etf92204A884285$300.02%
347Invesco Optimum Yld Dvsfd Cmd Str No K-1 Etf Invsc Actvly Mng Optm Yd DvrsIVZ1,946$290.02%
348Spdr Portfolio Intermediate Term Corporate Bd Etf Intrmdt Trm Crprate Bnd78464A375931$290.02%
349Parker-hannifin Corp Parker Hannifin COMMONPH75$290.02%
350Ishares Msci United Kingdom Etf Kingdome46435G334913$290.02%
351Keycorp CORP COMMON4932671082,600$280.02%
352L3harris Technologies INC CORP COMMONLHX153$270.01%
353Prosperity Bancshares INC CORP COMMONPB500$270.01%
354Medical Properties Trust INC Reit CORP COMMON58463J3045,020$270.01%
355Digital Realty Trust INC Reit CORP COMMON253868103223$270.01%
356Vertex Pharmaceuticals INC CORP COMMONVRTX75$260.01%
357Intuit INC CORP COMMONINTU50$260.01%
358Uranium Energy Corp COMMONUEC4,960$260.01%
359Ingersoll Rand INC CORP COMMONIR397$250.01%
360Dte Energy CO CORP COMMONDTK250$250.01%
361Ishares Russell Mid-cap Value Etf Mid Cap464287473240$250.01%
362Juniper Networks Common48203R104900$250.01%
363Lamb Weston Holdings INC CORP COMMONLW267$250.01%
364Moelis & CO CLASS A CORP COMMONMC550$250.01%
365Northern Oil And Gas INC CORP COMMONNOG625$250.01%
366Vanguard Total International Bond Index Fund Bnd Etf92203J407525$250.01%
367Unilever Plc ADR Rep 1 CORP COMMONUNLYF480$240.01%
368Franco-nevada Corp Franco Nevada COMMONFNV177$240.01%
369Paramount Global CLASS B CORP COMMON92556H2061,845$240.01%
370Haleon Plc ADR Rep 2 CORP COMMONHLNCF2,898$240.01%
371Vanguard Total Stock Market Index Fund Etf922908769113$240.01%
372Toro CO CORP COMMONTORO283$240.01%
373Vanguard Total International Stock Index Fund Stk Etf921909768427$230.01%
374Avangrid INC CORP COMMON05351W103755$230.01%
375Carnival Corp COMMONCUKPF1,655$230.01%
376Peoples Bancorp INC People CORP COMMONPEBO900$230.01%
377Sprott Physical Silver Trust EtvSII3,000$230.01%
378Vanguard Global Ex-us Real Estate Index FUND Glbal Ex US Etf922042676600$230.01%
379Omnicom Group INC CORP COMMONOMC300$220.01%
380Ames National Cdt-com0310011001,300$220.01%
381Lennar Corp CLASS A COMMONLEN-B200$220.01%
382Timken CO CORP COMMONTKR300$220.01%
383Townebank Towne Bank CORP COMMON89214P109900$210.01%
384Darden Restaurants INC CORP COMMONDRI149$210.01%
385Ennis INC CORP COMMONEBF1,000$210.01%
386Etfmg Prime Junior Silver Miners Etf Silvr Mnrs26924G1022,515$210.01%
387Invesco S&p Midcap Low Volatility Etf Invsc S PIVZ427$210.01%
388Ishares U.s. Healthcare Providers Etf US Pro46428882885$210.01%
389Kinder Morgan INC CLASS P CORP COMMONEP-PC1,253$210.01%
390Mdu Resources Group INC CORP COMMON5526901091,085$210.01%
391Trinity Industries INC CORP COMMON896522109850$210.01%
392Vanguard Extended Markets Index Fund Market Etf922908652146$210.01%
393Vanguard Pacific Stock Index Fund Ftse Etf922042866300$200.01%
394Centerpoint Energy INC CORP COMMONCNP750$200.01%
395Ishares Floating Rate Bond Etf46429B655400$200.01%
396Plug Power, Inc.PLUG3,000$200.01%
397Vanguard Russell 3000 Etf92206C599100$190.01%
398Vanguard Russell 1000 Index Fund Etf92206C730100$190.01%
399Activision Blizzard INC CORP COMMON00507V109200$190.01%
400Walgreens Boots Alliance INC Walgreen CORP COMMON931427108832$190.01%
401Kkr Real Estate Finance Trust INC CORP COMMONKKRT1,500$180.01%
402Biomarin Pharmaceutical INC CORP COMMONBMRN200$180.01%
403Tjx Companies INC CORP COMMON872540109206$180.01%
404Vanguard Mortgage-backed Secs Idx Fund Mortgage Backed Sec Etf92206C771400$180.01%
405Toyota Motor Corp - AdrTOYOF100$180.01%
406Tyson Foods INC CLASS A CORP COMMONTSN350$180.01%
407Rpm International INC CORP COMMON749685103186$180.01%
408Invesco S&p Smallcap Low Volatility Etf Invsc S P VolatiltyIVZ426$170.01%
409Ball Corp COMMONBALL340$170.01%
410Cf Industries Holdings INC CORP COMMON125269100200$170.01%
411Danaher Corp.23585110270$170.01%
412Eversource Energy CORP COMMONES287$170.01%
413Pinnacle West Capital Corp COMMONPNW233$170.01%
414Silgan Holdings INC CORP COMMONSLGN400$170.01%
415First Solar INC CORP COMMONFSLR100$160.01%
416Mosaic CO CORP COMMONMOS460$160.01%
417Organon & CO CORP COMMONOGN923$160.01%
418Vanguard Dividend Appreciation Index Fund Etf921908844100$160.01%
419Vanguard Small Cap Value Etf922908611100$160.01%
420Wheaton Precious Metals Corp COMMONWPM400$160.01%
421Cardinal Health INC CORP COMMONCAH180$160.01%
422Heartland Financial Usa INC CORP COMMON42234Q102505$150.01%
423Ishares Msci Usa Quality Factor Etf Qlty Fact46432F339114$150.01%
424Modivcare INC CORP COMMON60783X104475$150.01%
425Nutrien Ltd CORP COMMONNTR250$150.01%
426Vanguard Mega Cap Index Fund Etf921910873100$150.01%
427Vanguard S&p 500 Value Index Fund Etf921932703100$150.01%
428Alliant Energy Corp COMMONLNT300$150.01%
429Eog Resources INC CORP COMMONEOG115$150.01%
430Dfa Dimensional US Large Cap Value Etf Dimensionl25434V666560$140.01%
431Global X Silver Miners Etf37954Y848570$140.01%
432Schwab US Dividend Equity Etf808524797200$140.01%
433United Bankshares INC CORP COMMONUNTCW500$140.01%
434Corning Inc.GLW456$140.01%
435Bok Financial Corp COMMON05561Q201176$140.01%
436Essential Utilities INC CORP COMMON29670G102380$130.01%
437Kroger CO CORP COMMONKR300$130.01%
438Nexgen Energy Ltd CORP COMMONNXE2,185$130.01%
439Tractor Supply CO CORP COMMONTSCO64$130.01%
440Chemours CO CORP COMMONCC475$130.01%
441Air Products And Chemicals INC CORP COMMONAIIR46$130.01%
442Blackrock INC CORP COMMONBLK20$130.01%
443Truist Financial Corp COMMON89832Q109453$130.01%
444Vanguard Long-term Bond Index Fund Long Term Etf921937793200$130.01%
445York Water CO CORP COMMON987184108340$130.01%
446Moderna INC CORP COMMONMRNA125$130.01%
447Cisco Systems, Inc.CSCO235$130.01%
448Verisk Analytics INC CORP COMMONVRSK50$120.01%
449Sonoco Products CO CORP COMMON835495102214$120.01%
450Procter & Gamble CO CORP COMMON74271810985$120.01%
451Ishares Biotechnology Etf464287556100$120.01%
452International Paper CO CORP COMMON460146103325$120.01%
453Franklin Resources INC CORP COMMONBEN500$120.01%
454Cme Group INC CLASS A CORP COMMONCME60$120.01%
455Airbnb INC CLASS A CORP COMMONABNB84$120.01%
456Wec Energy Group INC CORP COMMONWEC135$110.01%
457Direxion Daily Small Cap Bear 3x Shares Etf25460E232350$110.01%
458Royal Caribbean Cruises Ltd Group CORP COMMONV7780T103120$110.01%
459Vanguard US Momentum Factor Etf921935508100$110.01%
460Vanguard US Quality Factor Etf921935706100$110.01%
461Vector Group Ltd CORP COMMON92240M1081,061$110.01%
462Dollar Tree INC CORP COMMONDLTR100$110.01%
463Sherwin-williams CO Sherwin Williams CORP COMMONSHW42$110.01%
464Shopify INC CLASS A Sub Vtg CORP COMMONSHOP200$110.01%
465Spdr S&p Midcap 400 EtfMDY25$110.01%
466Stanley Black & Decker INC And CORP COMMONSWK133$110.01%
467Fastenal CO CORP FAST200$110.01%
468Stmicroelectronics Nv ADRSTMEF260$110.01%
469Upstart Holdings INC CORP COMMONUPST400$110.01%
470Fmc Corp COMMONFMC162$110.01%
471Hf Sinclair Corp COMMONDINO200$110.01%
472Las Vegas Sands Corp COMMONLVS245$110.01%
473New York Community Bancorp INC CORP COMMON6494451031,000$110.01%
474Occidental Petroleum Corp COMMON674599105170$110.01%
475Vanguard US Minimum Volatility Etf Volatilty921935409100$100.01%
476Vanguard Mega Cap 300 Value Index Fund Etf921910840100$100.01%
477Spdr Portfolio Tips Etf78464A656400$100.01%
478Magna International INC CORP COMMON559222401188$100.01%
479Southstate Corp COMMONSSB150$100.01%
480Vanguard Total World Stock Index Fund Etf922042742100$90.00%
481Williams Sonoma, Inc.WSM55$90.00%
482Vanguard S&p Small-cap 600 Index Fund Small Cap Etf921932828100$90.00%
483Vanguard S&p Mid-cap 400 Growth Index Fund Mid Cap Etf921932869100$90.00%
484Vanguard Materials Viper92204A80150$90.00%
485US Global Jets Etf26922A842500$90.00%
486Toronto-dominion Bank Toronto Dominion CORP COMMONTORO153$90.00%
487Tfs Financial Corp COMMON87240R107800$90.00%
488Starbucks Corp.SBUX100$90.00%
489Penn Entertainment INC CORP COMMONPENN375$90.00%
490Palantir Technologies INC CLASS A CORP COMMONPLTR550$90.00%
491Omega Healthcare Investors INC Reit CORP COMMON681936100270$90.00%
492Oceanfirst Financial Corp COMMON675234108600$90.00%
493Norwegian Cruise Line Holdings Ltd CORP COMMONNCLH550$90.00%
494Norfolk Southern Corp COMMON65584410844$90.00%
495Luminar Technologies INC CLASS A CORP COMMONLAZRQ1,900$90.00%
496Lazard Ltd CLASS A CORP COMMONLAZ275$90.00%
497Kimco Realty Corp Reit COMMON49446R109540$90.00%
498Ishares Core US Aggregate Bond Etf464287226100$90.00%
499Copart INC CORP COMMONCPRT200$90.00%
500Coeur Mining INC CORP COMMON1921085044,000$90.00%