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 (Amended)

City State Bank

Quarter ended Q2 2024 · Filed July 9, 2024 · Accession 0001910666-24-000004

Total Value
$244.9M
Positions
730
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Inc Ordinary SharesAAPL56,631$11.9M4.88%
2Vanguard Group, Inc. Intermediate-Term Bond Etf921937819107,081$8.0M3.28%
3Vanguard Group, Inc. Short-Term Bond Etf92193782783,164$6.4M2.61%
4Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf46428722662,150$6.0M2.47%
5Vanguard Group, Inc. Total International Bond Etf92203J407121,357$5.9M2.42%
6MicrosoftMSFT13,026$5.8M2.38%
7Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf46429B74756,827$5.7M2.32%
8Vanguard Total Bond Market Etf92193783578,358$5.6M2.31%
9Vanguard High Dividend Yield Etf92194640647,537$5.6M2.31%
10Vanguard Group, Inc. Emerging Markets Government Bond Etf92194688588,440$5.6M2.28%
11Vanguard Group, Inc. Dividend Appreciation Ftf92190884429,992$5.5M2.24%
12Berkshire Hathaway Inc. Ordinary Shares - Class BBRK-A13,063$5.3M2.18%
13Nvidia Corp Ordinary SharesNVDA37,277$4.6M1.89%
14Dimensional Etf Trust U.S. Targeted Value25434V60979,985$4.1M1.70%
15Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf78464A391208,572$4.1M1.70%
16Alliant Energy Corp. Ordinary SharesLNT71,147$3.6M1.48%
17Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf46428863859,880$3.1M1.26%
18Amazon.com Inc. Ordinary SharesAMZN15,770$3.0M1.25%
19Lilly(eli) & Co Ordinary SharesLLY3,229$2.9M1.20%
20Vanguard Group, Inc. Financials Etf92204A40528,779$2.9M1.18%
21Vanguard Group, Inc. Value Etf92290874417,103$2.7M1.12%
22Dimensional Etf Trust Core Fixed Income25434V87265,420$2.7M1.11%
23Alphabet Inc Ordinary Shares - Class CGOOG13,787$2.5M1.04%
24Vanguard Group, Inc. Growth Etf9229087366,087$2.3M0.93%
25Vanguard Group, Inc. Health Care Etf92204A5048,218$2.2M0.90%
26Ssga Active Trust Spdr S&p 500 EtfSPY4,010$2.2M0.89%
27Vanguard Group, Inc. Mortgage-Backed Securities Etf92206C77148,037$2.2M0.89%
28Vanguard Group, Inc. Mid-Cap Etf9229086298,627$2.1M0.86%
29Costco Wholesale Corp Ordinary Shares22160K1052,285$1.9M0.80%
30Johnson & JohnsonJNJ13,217$1.9M0.79%
31IShares US Treasury Inflation Protected46428717618,074$1.9M0.79%
32Dimensional Etf Trust Emerging Core Equity Market25434V30272,219$1.9M0.77%
33Vanguard Group, Inc. Small Cap Value Etf92290861110,139$1.9M0.76%
34Vanguard Group, Inc. Ftse Emerging Markets Etf92204285842,164$1.8M0.76%
35JPMorgan Chase & Co.VYLD8,901$1.8M0.74%
36Abbvie Inc Ordinary SharesABBV9,678$1.7M0.68%
37Vanguard Group, Inc. Information Technology Etf92204A7022,840$1.6M0.67%
38Vanguard Group, Inc. Small Cap Etf9229087517,423$1.6M0.66%
39Home Depot, Inc.HD4,381$1.5M0.62%
40Merck & Co Inc Ordinary SharesMRK12,104$1.5M0.61%
41Micron Technology Inc. Ordinary SharesMU10,658$1.4M0.57%
42Rtx Corp Ordinary SharesRTX13,741$1.4M0.56%
43Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund46435G67226,425$1.3M0.54%
44Caterpiller, Inc DELCAT3,949$1.3M0.54%
45Dimensional Etf Trust Short-Duration Fixed Income25434V86426,285$1.2M0.51%
46Dimensional Etf Trust U.S. Core Equity 225434V70838,287$1.2M0.51%
47Verizon CommunicationsVZ29,384$1.2M0.50%
48Pfizer IncPFE42,414$1.2M0.49%
49Dimensional Etf Trust International Core Equity Market25434V20339,903$1.2M0.48%
50Vanguard Group, Inc. Ftse All-World ex-US Etf92204277520,129$1.2M0.48%
51Blackrock Institutional Trust Company N.A. Ishares Biotechnology Etf4642875568,495$1.2M0.48%
52Deere & Co.DE3,073$1.1M0.47%
53Spdr Series Trust Portfolio Tips Etf78464A65644,755$1.1M0.47%
54Automatic Data ProcessingADP4,703$1.1M0.46%
55Coca Cola CoKO17,555$1.1M0.46%
56Fifth Third Bancorp Ordinary SharesFITBM30,373$1.1M0.45%
57Taiwan Semiconductor Manufacturing LTD8740391006,275$1.1M0.45%
58Applied Materials Inc. Ordinary Shares0382221054,487$1.1M0.43%
59Lowes Cos, Inc.5486611074,649$1.0M0.42%
60Dimensional Etf Trust International Value25434V80727,983$1.0M0.41%
61Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf46428828110,845$959,5660.39%
62Nextera Energy Inc Ordinary SharesNEE-PW13,237$937,3120.38%
63Procter & Gamble Co. Ordinary Shares7427181095,663$933,9420.38%
64Chevron CommonCVX5,867$917,7160.38%
65Lockheed Martin Corp.LMT1,937$904,7730.37%
66Walmart IncWMT12,921$874,8810.36%
67Meta Platforms Inc Ordinary Shares - Class AMETA1,720$867,2580.36%
68Alibaba Group Holding Ltd ADRBBAAY11,561$832,3920.34%
69Vanguard Group, Inc. Ftse Developed Markets Etf92194385816,767$828,6250.34%
70Unitedhealth Group CommonUNH1,605$817,3620.33%
71Vanguard Group, Inc. S&p 500 Etf9229083631,591$795,7070.33%
72Vanguard Group, Inc. Utilities Etf92204A8765,376$795,2180.33%
73Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 EtfIVZ3,890$766,7580.31%
74Vanguard Materials Viper92204A8013,934$757,8060.31%
75Amgen, Inc.AMGN2,415$754,5670.31%
76IShares Trust Goldman Sacsh $ Investop Corp Bond Fund4642872426,910$740,1990.30%
77Exxonmobil Corp.XOM6,220$716,0460.29%
78Ssga Active Trust Spdr Portfolio Emerging Markets Etf78463X50918,986$715,2030.29%
79Honeywell International Inc Ordinary Shares4385161063,312$707,2440.29%
80Blackrock Institutional Trust Company N.A. Ishares Preferred And Income Securities Etf46428868722,415$707,1930.29%
81Texas Instruments, Inc.8825081043,606$701,4750.29%
82IBM CommonINTR4,003$692,3190.28%
83Vanguard Group, Inc. Industrials Etf92204A6032,937$690,8410.28%
84Chubb Limited Ordinary SharesCB2,651$676,2170.28%
85Principal Financial GroupPFG8,562$671,6890.28%
86Netapp Inc Ordinary SharesNTAP5,065$652,3720.27%
87United Parcel Service, Inc.UPS4,620$632,2470.26%
88Salesforce Inc Ordinary SharesCRM2,433$625,5240.26%
89Medtronic Plc Ordinary SharesMDT7,855$618,2670.25%
90Bank of America Corp.06050510415,487$615,9180.25%
91Caseys General Stores Inc1475281031,596$608,9700.25%
92Snowflake Inc Ordinary Shares - Class ASNOW4,399$594,2610.24%
93Vanguard Group, Inc. Large Cap Etf9229086372,360$589,1030.24%
94Visa Inc Ordinary Shares - Class AV2,225$583,9960.24%
95McDonalds Corp.MCD2,274$579,5060.24%
96Union Pacific Corp. Ordinary SharesUNP2,530$572,4380.23%
97Blackrock Institutional Trust Company N.A. Ishares Core S&p 500 Etf4642872001,021$558,7220.23%
98Southern Co.SOMN7,027$545,0840.22%
99Tesla Inc Ordinary SharesTSLA2,730$540,2120.22%
100Goldman Sachs Group, Inc. Ordinary SharesGSCE1,194$540,0700.22%
101Vanguard Short-term Corporate Bond Idx Fund Etf92206C4096,835$528,1750.22%
102Blackrock Institutional Trust Company N.A. Ishares Core S&p Mid-Cap Etf4642875079,020$527,8500.22%
103Mercadolibre Inc Ordinary SharesMELI310$509,4540.21%
104Altria Group Inc.MO11,182$509,3400.21%
105Discover Financial Services Ordinary Shares2547091083,782$494,7230.20%
106Crowdstrike Holdings Inc Ordinary Shares - Class ACRWD1,273$487,8010.20%
107Starbucks Corp.SBUX6,264$487,6520.20%
108Invesco Capital Management LLC High Yield Equity Dividend Achievers EtfIVZ24,760$486,2860.20%
109Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf46434V6218,345$480,7550.20%
110Am Electric Common0255371015,405$474,2350.19%
111Abbott LabsABLZF4,543$472,0630.19%
112Advanced Micro Devices Inc. Ordinary SharesAMD2,882$467,4890.19%
113Wec Energy Group Inc Ordinary SharesWEC5,953$467,0720.19%
114Travelers Companies Inc. Ordinary SharesTRV2,286$464,8350.19%
115Vanguard Group, Inc. Long-Term Bond Etf9219377936,590$463,2110.19%
1163M Co. Ordinary SharesMMM4,519$461,7970.19%
117Adobe Inc Ordinary SharesADBE819$454,9870.19%
118Becton Dickinson & Co. Ordinary SharesBDX1,914$447,3210.18%
119Vanguard Group, Inc. International Dividend Appreciation Etf9219468105,491$446,3080.18%
120Vanguard Group, Inc. Mega Cap Growth Etf9219108161,357$426,3830.17%
121Waste Management, Inc. Ordinary Shares94106L1091,996$425,8270.17%
122Marvell Technology Inc Ordinary SharesMRVL6,063$423,8040.17%
123Enbridge Inc Ordinary SharesENNPF11,806$420,1760.17%
124Dover Corp. Ordinary SharesDOV2,319$418,4640.17%
125Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Growth Etf4642876141,126$410,4380.17%
126Blackrock Institutional Trust Company N.A. Ishares Floating Rate Bond Etf46429B6557,895$403,3560.17%
127Bristol-Myers Squibb Co.CELG-RI9,679$401,9690.16%
128Blackrock Institutional Trust Company N.A. Ishares Core Total USD Bond Market Etf46434V6138,867$400,9660.16%
129AT&T, Inc.T-PC20,581$393,3030.16%
130Ford Motor Company Common34537086030,987$388,5770.16%
131Consolidated Edison, Inc.ED4,239$379,0510.16%
132US Bancorp DELUSB-PS9,526$378,1820.15%
133Dimensional Etf Trust US Core Equity Market25434V1049,747$365,4150.15%
134Boeing Co CommonBA-PA1,995$363,1100.15%
135Kimberly-Clark Corp. Ordinary SharesKMB2,597$358,9050.15%
136Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf46434G1036,250$334,5630.14%
137Conoco Phillips Ordinary SharesCOP2,920$333,9900.14%
138Ishares Trust Cybersecurity And Tech Etf46435U1357,190$330,3810.14%
139Ishares Trust Core Msci International Developed Markets Etf46435G3264,955$325,2460.13%
140Morgan Stanley Ordinary SharesMS-PQ3,328$323,4480.13%
141S&p Global INC CORPSPGI717$319,7820.13%
142Cummins Inc. Ordinary SharesCMI1,127$312,1000.13%
143PepsiCo, Inc.PEP1,890$311,7180.13%
144Dimensional Etf Trust US High Profitability25434V8319,675$309,5030.13%
145Cigna Group (The) Ordinary Shares125523100923$305,1160.12%
146Blackrock Institutional Trust Company N.A. Ishares Mbs Etf4642885883,307$303,6160.12%
147Mastercard Incorporated Ordinary Shares - Class AMA657$289,8420.12%
148American Express Co.AXP1,245$288,2800.12%
149Alphabet Inc Ordinary Shares - Class AGOOG1,505$274,1360.11%
150Vanguard Group, Inc. Mid-Cap Value Etf9229085121,790$269,2700.11%
151Gilead Sciences, Inc.GILD3,911$268,3340.11%
152Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Etf4642876551,322$268,2210.11%
153Martin Marietta Materials, Inc. Ordinary Shares573284106481$260,6060.11%
154PPG Industries, Inc. Ordinary Shares6935061072,040$256,8160.11%
155Devon Energy Corp. Ordinary Shares25179M1035,410$256,4340.11%
156Dupont DE Nemours Inc Ordinary SharesDD3,183$256,2000.10%
157Nike, Inc. Ordinary Shares - Class BNKE3,367$253,7710.10%
158Paychex Inc. Ordinary SharesPAYX2,138$253,4810.10%
159Blackrock Institutional Trust Company N.A. Ishares Core S&p Small-Cap Etf4642878042,358$251,5040.10%
160Humana Inc. Ordinary SharesHUM670$250,3460.10%
161Invesco Capital Management LLC Qqq Trust Series 1IVZ515$246,7420.10%
162Blackrock Institutional Trust Company N.A. Ishares Currency Hedged Msci Eafe Etf46434V8036,900$245,3300.10%
163General Dynamics Corp.GD836$242,5570.10%
164Vanguard Group, Inc. Mid-Cap Growth Etf9229085381,052$241,4970.10%
165Blackrock Institutional Trust Company N.A. Ishares Core Msci Eafe Etf46432F8423,320$241,1650.10%
166Ge Aerospace Ordinary Shares3696043011,507$239,5680.10%
167Metlife Inc Ordinary SharesMET-PF3,386$237,6630.10%
168Wynn Resorts Ltd. Ordinary SharesWYNN2,655$237,6230.10%
169Valero Energy Corp. Ordinary SharesVLO1,515$237,4910.10%
170Intel Corp.INTC7,579$234,7220.10%
171Philip Morris International Inc Ordinary Shares7181721092,308$233,8700.10%
172Blackrock Institutional Trust Company N.A. Ishares U.S. Treasury Bond Etf46429B26710,131$228,6570.09%
173Fedex Corp Ordinary SharesFDX736$220,6820.09%
174Blackstone Inc Ordinary SharesBX1,747$216,2790.09%
175Broadcom Inc Ordinary SharesAVGO134$215,1410.09%
176Zimmer Biomet Holdings INC CORPZBH1,922$208,5950.09%
177Invesco Capital Management LLC Emerging Markets Sovereign Debt EtfIVZ10,250$205,0000.08%
178Ssga Active Trust Spdr Gold Shares EtfGLD936$201,2490.08%
179Rockwell Automation Inc Ordinary SharesROK730$200,9540.08%
180Wells Fargo & Co. Common Stock9497461013,379$200,6790.08%
181Fiserv, Inc.FISV1,345$200,4590.08%
182CVS Health Corp Ordinary SharesCVS3,386$199,9770.08%
183Marathon Petroleum Corp Ordinary SharesMARA1,128$195,6850.08%
184Duke Energy Hldg CommonDUKB1,951$195,5490.08%
185Nutrien Ltd Ordinary SharesNTR3,765$191,6760.08%
186Disney Walt Co.2546871061,913$189,9420.08%
187Cisco Systems, Inc.CSCO3,966$188,4250.08%
188Mondelez International Inc. Ordinary Shares - Class A6092071052,763$180,8110.07%
189Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Value Etf4642875981,018$177,6100.07%
190Dollar General Corp. Ordinary Shares2566771051,330$175,8660.07%
191Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf9220427181,481$174,0030.07%
192Dimensional Etf Trust U.S. Equity25434V4012,930$172,4310.07%
193Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Etf4642874652,190$171,5430.07%
194Ssga Active Trust Technology Select Sector Spdr Etf81369Y803755$170,8040.07%
195Axon Enterprise Inc Ordinary SharesAXON580$170,6590.07%
196Biogen Inc Ordinary SharesBIIB732$169,6920.07%
197Blackrock Institutional Trust Company N.A. Ishares U.S. Oil & Gas Exploration Production Etf4642888511,700$169,1840.07%
198BPBPPFF4,629$167,1070.07%
199Novo Nordisk A/SNONOF1,170$167,0060.07%
200Vanguard Group, Inc. Consumer Staples Etf92204A207798$162,0180.07%
201Citigroup Inc Ordinary SharesC-PR2,544$161,4420.07%
202Conagra FoodsCAG5,660$160,8570.07%
203Dow Inc Ordinary SharesDOW3,030$160,7410.07%
204Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf464287622525$156,2090.06%
205Lantheus Holdings Inc Ordinary SharesLNTH1,945$156,1640.06%
206Analog Devices Inc. Ordinary SharesADI682$155,6730.06%
207Pathward Financial Inc Ordinary SharesCASH2,740$155,0020.06%
208Northrop Grumman Corp. Ordinary SharesNOC342$149,0950.06%
209Vanguard Group, Inc. Energy Etf92204A3061,163$148,3640.06%
210Trane Technologies Plc Ordinary Shares - Class ATT451$148,3470.06%
211Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Value Etf464287630966$147,1220.06%
212Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf4642883072,148$145,5270.06%
213Diamondback Energy Inc Ordinary SharesFANG725$145,1380.06%
214Phillips 66 Ordinary SharesPSX1,027$144,9820.06%
215Spdr Series Trust Portfolio S&p 500 Growth Etf78464A4091,808$144,8750.06%
216Lam Research Corp. Ordinary SharesLRCX134$142,6900.06%
217Blackrock Institutional Trust Company N.A. Ishares SilverSLV5,366$142,5750.06%
218West BancorporationWTBA7,855$140,6050.06%
219Bank of New York Mellon Corp0640581002,336$139,9030.06%
220Prudential Financial Inc. Ordinary SharesPUKPF1,189$139,3390.06%
221First Trust Exchange-Traded Fund Viii Ft Vest U.S. Equity Buffer & Premium Income Etf - September33740F3754,500$137,5650.06%
222Progressive Corp. Ordinary Shares743315103661$137,2960.06%
223Oracle Corp.ORCL-PD950$134,1400.05%
224Corteva Inc Ordinary SharesCTVA2,450$132,1530.05%
225Vanguard Group, Inc. Russell 2000 Growth Index Etf92206C623686$131,0600.05%
226Blackrock Institutional Trust Company N.A. Ishares Morningstar Small-Cap Value Etf4642887032,196$127,1700.05%
227Dimensional Etf Trust World Ex U.S. Core Equity 225434V8805,000$127,1000.05%
228Charles Schwab Corp. Ordinary SharesSCHW-PJ1,710$126,0100.05%
229First Trust Exchange-Traded Fund Iii Consumer Staples Alphadex33734X1191,945$125,3260.05%
230General Mills Inc.3703341041,977$125,0650.05%
231Colgate Polmolive Co.CL1,284$124,5990.05%
232Archer Daniels Midland Co. Ordinary SharesADM2,060$124,5270.05%
233Blackrock Institutional Trust Company N.A. Ishares S&p 500 Value Etf464287408676$123,0390.05%
234Cencora Inc. Ordinary SharesCOR518$116,7050.05%
235Ferrari N.V. Ordinary SharesRACE285$116,3850.05%
236Qualcomm, Inc.QCOM570$113,5330.05%
237Constellation Brands Inc Ordinary Shares - Class ASTZ439$112,9460.05%
238Weyerhaeuser Co. Ordinary SharesWY3,968$112,6520.05%
239PNC Financial Services Group, Inc.693475105710$110,3910.05%
240Welltower Inc. Ordinary SharesWELL1,058$110,2970.05%
241Ssga Active Trust Consumer Staples Select Sector Spdr81369Y3081,425$109,1270.04%
242Viatris Inc Ordinary SharesVTRS10,242$108,8720.04%
243Netflix Inc. Ordinary SharesNFLX161$108,6560.04%
244Blackrock Institutional Trust Company N.A. Ishares U.S. Aerospace & Defense Etf464288760800$105,6400.04%
245Blackrock Institutional Trust Company N.A. Ishares Global Financials Etf4642873331,225$104,2150.04%
246Carrier Global Corp Ordinary SharesCARR1,642$103,5770.04%
247Invesco Capital Management LLC S&p 500 Equal Weight EtfIVZ629$103,3320.04%
248Public Service Enterprise Group Inc. Ordinary Shares7445731061,401$103,2540.04%
249Chipotle Mexican Grill Ordinary SharesCMG1,635$102,4330.04%
250Intuitive Surgical Inc Ordinary SharesISRG228$101,4260.04%
251Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Etf4642872342,330$99,2350.04%
252Packaging Corp Amer Common695156109524$95,6610.04%
253Blackrock Institutional Trust Company N.A. Ishares Morningstar U.S. Equity Etf4642871271,268$95,3160.04%
254Novartis Ag ADRNVSEF855$91,0230.04%
255Newmont Corp Ordinary SharesNEMCL2,170$90,8580.04%
256Dimensional Etf Trust US Large Cap Value25434V6663,130$90,4880.04%
257Roblox Corporation Ordinary Shares - Class ARBLX2,428$90,3460.04%
258Anthem, IncELV165$89,4070.04%
259Spdr Series Trust S&p Regional Banking Etf78464A6981,800$88,3800.04%
260Kimco Realty Corporation Ordinary Shares49446R1094,413$85,8770.04%
261Cloudflare Inc Ordinary Shares - Class ANET1,035$85,7290.04%
262Edwards Lifesciences Corp Ordinary SharesEW917$84,7030.03%
263Realty Income Corp. Ordinary SharesO1,600$84,5120.03%
264Ssga Active Trust Health Care Select Sector Spdr81369Y209578$84,2440.03%
265Vanguard Group, Inc. Real Estate Index Fund Etf922908553985$82,5040.03%
266Sysco Corp.SYY1,116$79,6710.03%
267Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Growth Etf464287648300$78,7590.03%
268Seagate Technology Holdings Plc Ordinary SharesSE755$77,9690.03%
269Delta Air Lines, Inc. Ordinary SharesDAL1,630$77,3270.03%
270Lyondellbasell Industries NV Ordinary Shares - Class ALYB805$77,0060.03%
271Primerica Inc Ordinary SharesPRI318$75,2320.03%
272Paypal Holdings Inc Ordinary SharesPYPL1,281$74,3360.03%
273Constellation Energy Corporation Ordinary SharesCEG371$74,3000.03%
274Genpact Ltd Ordinary SharesG2,300$74,0370.03%
275First Trust Exchange-Traded Fund Iii Dow Jones Internet Index33733E302361$73,9830.03%
276Otis Worldwide Corp Ordinary SharesOTIS765$73,6390.03%
277Xcel Energy CommonXELLL1,316$70,2880.03%
278Zevra Therapeutics Inc Ordinary SharesZVRA14,224$69,6980.03%
279Williams Cos Inc Ordinary Shares9694571001,614$68,5950.03%
280Datadog Inc Ordinary Shares - Class ADDOG523$67,8280.03%
281Allstate CommonALL-PJ423$67,5360.03%
282Zoetis Inc Ordinary Shares - Class AZTS386$66,9170.03%
283Vanguard Group, Inc. Mega Cap 300 Index Etf921910873332$65,5000.03%
284Vanguard Group, Inc. Small Cap Growth Etf922908595260$65,0340.03%
285Vanguard Group, Inc. Consumer Discretionary Etf92204A108207$64,6520.03%
286Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf464287168530$64,1190.03%
287Hormel Foods Corp. Ordinary SharesHRL2,050$62,5050.03%
288First Trust Exchange-Traded Fund Iii Health Care Alphadex33734X143593$61,9800.03%
289West Pharmaceutical Services, Inc. Ordinary Shares955306105187$61,5960.03%
290Equifax, Inc. Ordinary SharesEFX250$60,6150.02%
291Firstenergy CommonFE1,560$59,7010.02%
292Block Inc Ordinary Shares - Class ABSQKZ925$59,6530.02%
293Shell Plc ADR (Representing - Ordinary Shares)RYDAF817$58,9710.02%
294Celsius Holdings Inc Ordinary SharesCELH1,000$57,0900.02%
295Vanguard Group, Inc. Russell 1000 Growth Index Etf92206C680600$56,2860.02%
296Accenture Plc Ordinary Shares - Class AACN185$56,1310.02%
297Kroger Co. Ordinary SharesKR1,116$55,7220.02%
298Target Corp.TGT368$54,4790.02%
299Safety Insurance Group, Inc. Ordinary Shares78648T100725$54,3970.02%
300Federated Hermes Inc Ordinary Shares - Class BFHI1,643$54,0220.02%
301Solventum Corp Ordinary SharesSOLV1,005$53,1440.02%
302Comcast Corp Ordinary Shares - Class ACCZ1,316$51,5350.02%
303Cboe Global Markets Inc. Ordinary Shares12503M108300$51,0180.02%
304Blackrock Institutional Trust Company N.A. Ishares Morningstar Value Etf464288109668$50,9840.02%
305Antero Midstream Corp Ordinary SharesAM3,430$50,5580.02%
306Middlesex Water Co. Ordinary Shares596680108967$50,5350.02%
307Church & Dwight Co., Inc. Ordinary SharesCHD479$49,6630.02%
308Vanguard Group, Inc. Tax-Exempt Bond Etf922907746991$49,6590.02%
309Sprott Asset Management Lp Physical Silver TrustSII5,000$49,6500.02%
310Dimensional Etf Trust National Municipal Bond25434V8491,038$49,5850.02%
311Vanguard Group, Inc. Russell 1000 Value Index Etf92206C714636$48,6990.02%
312Docusign Inc Ordinary SharesDOCU899$48,0970.02%
313Clorox Co. Ordinary SharesCLX350$47,7650.02%
314Blackrock Institutional Trust Company N.A. Ishares U.S. Regional Banks Etf4642887781,150$47,6790.02%
315JD.com Inc ADRJDCMF1,840$47,5460.02%
316Ge Vernova Inc. Ordinary SharesGEV276$47,3370.02%
317Soundhound Ai Inc Ordinary Shares - Class ASOUNW11,925$47,1040.02%
318British American Tobacco Plc ADR1104481071,505$46,5500.02%
319Centene Corp. Ordinary SharesCNC700$46,4100.02%
320Dominion Energy Inc Ordinary SharesD936$45,8640.02%
321Plains All American Pipeline Lp Unit7265031052,550$45,5430.02%
322Spdr Series Trust Dividend Etf78464A763358$45,5300.02%
323Exelon Corp. Ordinary SharesEXC1,301$45,0280.02%
324Moody`s Corp. Ordinary SharesMCO106$44,6190.02%
325Mgm Resorts International Ordinary SharesMGM1,000$44,4400.02%
326Evergy Inc Ordinary SharesEVRG808$42,8000.02%
327Zillow Group Inc Ordinary Shares - Class CZ915$42,4470.02%
328Cohen & Steers Inc. Ordinary SharesCNS578$41,9400.02%
329Barrick Gold Corp. Ordinary Shares0679011082,500$41,7000.02%
330Carnival Corp. Ordinary Shares (Paired Stock)CUKPF2,197$41,1280.02%
331Oneok Inc. Ordinary SharesOKE500$40,7750.02%
332Eaton Corporation Plc Ordinary SharesETN130$40,7620.02%
333Blackrock Institutional Trust Company N.A. Ishares Msci All Country Asia Ex Japan Etf464288182565$40,6690.02%
334Arch Capital Group Ltd Ordinary SharesG0450A105400$40,3560.02%
335Invesco Capital Management LLC S&p Midcap Momentum EtfIVZ350$39,8970.02%
336Capri Holdings Ltd Ordinary SharesCPRI1,200$39,6960.02%
337Bj`s Wholesale Club Holdings Inc Ordinary Shares05550J101450$39,5280.02%
338Vanguard Group, Inc. Communication Services Etf92204A884285$39,3870.02%
339Ufp Industries Inc Ordinary SharesUFPI350$39,2000.02%
340Vanguard Group, Inc. International High Dividend Yield Etf921946794570$39,0620.02%
341Gallagher, Arthur J. & Co.363576109150$38,8970.02%
342American Water Works Co. Inc. Ordinary Shares030420103300$38,7480.02%
343Ciena Corp. Ordinary SharesCIEN800$38,5440.02%
344Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Small-Cap Etf464288273619$38,1550.02%
345Idexx Laboratories, Inc. Ordinary Shares45168D10478$38,0020.02%
346Blackrock Institutional Trust Company N.A. Ishares Msci China A Etf46434V5141,500$37,9950.02%
347Parker-Hannifin Corp. Ordinary SharesPH75$37,9360.02%
348W. P. Carey Inc Ordinary Shares92936U109682$37,5440.02%
349State Street Corp. Ordinary SharesSTT-PG500$37,0000.02%
350Keycorp Ordinary Shares4932671082,600$36,9460.02%
351Ssga Active Trust Spdr Portfolio Intermediate Term Corporate Bond Etf78464A3751,131$36,8250.02%
352Ssga Active Trust Utilities Select Sector Spdr Etf81369Y886535$36,4550.01%
353Federal Agricultural Mortgage Corp. Ordinary Shares - Class C313148306200$36,1640.01%
354Ingersoll-Rand Inc Ordinary SharesIR397$36,0630.01%
355Southwest Airlines Co Ordinary Shares8447411081,255$35,9060.01%
356Pure Storage Inc Ordinary Shares - Class A74624M102550$35,3160.01%
357Huntington Bancshares, Inc. Ordinary SharesHBANP2,634$34,7160.01%
358Restaurant Brands International Inc Ordinary Shares76131D103490$34,4810.01%
359L3harris Technologies Inc Ordinary SharesLHX153$34,3610.01%
360Albemarle Corp. Ordinary SharesALB-PA356$34,0050.01%
361Diageo Plc ADRDGEAF269$33,9160.01%
362Digital Realty Trust Inc Ordinary Shares253868103223$33,9070.01%
363Blackrock Institutional Trust Company N.A. Ishares National Muni Bond Etf464288414318$33,8830.01%
364DNP Select Income Fund Inc.23325P1044,000$32,8800.01%
365Intuit Inc Ordinary SharesINTU50$32,8610.01%
366Juniper Networks Common48203R104900$32,8140.01%
367Blackrock Institutional Trust Company N.A. Ishares Msci Global Metals & Mining Producers Etf46434G848800$32,6640.01%
368Halliburton Co. Ordinary SharesHAL965$32,5980.01%
369Dollar Tree Inc Ordinary SharesDLTR300$32,0310.01%
370Blackrock Institutional Trust Company N.A. Ishares Msci United Kingdom Etf46435G334913$31,8450.01%
371Haleon Plc ADRHLNCF3,808$31,4540.01%
372Hess Corporation Ordinary SharesHESM211$31,1270.01%
373Occidental Petroleum Corp. Ordinary Shares674599105488$30,7590.01%
374Prosperity Bancshares Inc. Ordinary SharesPB500$30,5700.01%
375Gsk Plc ADRGLAXF786$30,2610.01%
376Vanguard Group, Inc. Total Stock Market Etf922908769113$30,2290.01%
377Uranium Energy Corp Ordinary SharesUEC4,960$29,8100.01%
378Ollies Bargain Outlet Holdings Inc Ordinary Shares681116109300$29,4510.01%
379Green Plains Inc Ordinary SharesGPRE1,856$29,4360.01%
380Dimensional Etf Trust US Marketwide Value25434V724744$29,2170.01%
381Warner Bros. Discovery Inc Ordinary Shares - Class AWBD3,897$28,9940.01%
382Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Value Etf464287473240$28,9780.01%
383Ge Healthcare Technologies Inc Ordinary SharesGEHC370$28,8300.01%
384Amplify Etf Trust Junior Silver Miners0321086492,515$28,4700.01%
385Unilever Plc ADRUNLYF517$28,4300.01%
386Dte Energy Co. Ordinary SharesDTK250$27,7530.01%
387Invesco Capital Management LLC Optimum Yield Diversified Commodity Strategy No K-1 EtfIVZ1,946$27,3410.01%
388Tjx Companies, Inc. Ordinary Shares872540109246$27,0850.01%
389Omnicom Group, Inc. Ordinary SharesOMC300$26,9100.01%
390Vanguard Group, Inc. Total International Stock Etf921909768427$25,7480.01%
391First Trust Exchange-Traded Fund Iii Consumer Discretionary Alphadex33734X101425$25,4620.01%
392Trinity Industries, Inc. Ordinary Shares896522109850$25,4320.01%
393Umb Financial Corp. Ordinary Shares902788108300$25,0260.01%
394Kinder Morgan Inc Ordinary Shares - Class PEP-PC1,253$24,8970.01%
395Vanguard Group, Inc. Extended Market Index Etf922908652146$24,6430.01%
396Vanguard Group, Inc. Russell 1000 Index Etf92206C730100$24,6070.01%
397Okta Inc Ordinary Shares - Class AOKTA260$24,3390.01%
398Expedia Group Inc Ordinary SharesEXPE193$24,3160.01%
399Vanguard Group, Inc. Russell 3000 Index Etf92206C599100$23,9600.01%
400Invesco Capital Management LLC S&p Midcap Low Volatility EtfIVZ427$23,5830.01%
401Centerpoint Energy Inc. Ordinary SharesCNP750$23,2350.01%
402Northern Oil And Gas Inc. Ordinary SharesNOG625$23,2310.01%
403Tyson Foods, Inc. Ordinary Shares - Class ATSN400$22,8560.01%
404First Solar Inc Ordinary SharesFSLR100$22,5460.01%
405Coeur Mining Inc Ordinary Shares1921085044,000$22,4800.01%
406Lamb Weston Holdings Inc Ordinary SharesLW267$22,4490.01%
407Blackrock Institutional Trust Company N.A. Ishares U.S. Healthcare Providers Etf464288828425$22,2790.01%
408Vanguard Group, Inc. Ftse Pacific Etf922042866300$22,2540.01%
409Mdu Resources Group Inc Ordinary Shares552690109885$22,2140.01%
410Ennis Inc. Ordinary SharesEBF1,000$21,8900.01%
411Franco-Nevada Corporation Ordinary SharesFNV177$20,9780.01%
412Wheaton Precious Metals Corp Ordinary SharesWPM400$20,9680.01%
413Toyota Motor Corp - AdrTOYOF100$20,4970.01%
414Lennar Corp. Ordinary Shares - Class ALEN-B136$20,3820.01%
415Rpm International, Inc. Ordinary Shares749685103186$20,0280.01%
416Moelis & Co Ordinary Shares - Class AMC350$19,9010.01%
417Blackrock Institutional Trust Company N.A. Ishares Msci Usa Quality Factor Etf46432F339114$19,4670.01%
418Royal Caribbean Group Ordinary SharesV7780T103120$19,1320.01%
419Blackrock Institutional Trust Company N.A. Short Maturity Municipal Bond Etf46431W838381$19,1070.01%
420Healthpeak Properties Inc. Ordinary SharesDOC970$19,0120.01%
421Invesco Capital Management LLC S&p Smallcap Low Volatility EtfIVZ426$18,5980.01%
422Peoples Bancorp, Inc. (Marietta, Oh) Ordinary SharesPEBO600$18,0000.01%
423Vertex Pharmaceuticals, Inc. Ordinary SharesVRTX38$17,8110.01%
424Pinnacle West Capital Corp. Ordinary SharesPNW233$17,7970.01%
425Global X Funds Silver Miners Etf37954Y848570$17,7780.01%
426Corning Inc.GLW456$17,7160.01%
427Cardinal Health, Inc. Ordinary SharesCAH180$17,6980.01%
428Truist Financial Corporation Ordinary Shares89832Q109453$17,5990.01%
429Vanguard Group, Inc. S&p 500 Value Etf921932703100$17,5780.01%
430Danaher Corp.23585110270$17,4900.01%
431Illinois Tool Works, Inc. Ordinary Shares45230810973$17,2980.01%
432Tractor Supply Co. Ordinary SharesTSCO64$17,2800.01%
433Aflac Inc. Ordinary SharesAFL193$17,2370.01%
434Under Armour IncUA2,563$17,0950.01%
435Silgan Holdings Inc. Ordinary SharesSLGN400$16,9320.01%
436Sempra Ordinary SharesSREA222$16,8850.01%
437Biomarin Pharmaceutical Inc. Registered SharesBMRN200$16,4660.01%
438Schwab Strategic Trust US Dividend Equity Etf808524797208$16,1740.01%
439Avangrid Inc Ordinary Shares05351W103455$16,1660.01%
440Bok Financial Corp. Ordinary Shares05561Q201176$16,1290.01%
441Timken Co. Ordinary SharesTKR200$16,0260.01%
442Blackrock Inc. Ordinary SharesBLK20$15,7460.01%
443Nexgen Energy Ltd Ordinary SharesNXE2,185$15,2510.01%
444Transmedics Group Inc Ordinary SharesTMDX100$15,0620.01%
445Vanguard Group, Inc. U.S. Momentum Factor Etf921935508100$15,0200.01%
446Knife River Corp Ordinary SharesKNF212$14,8700.01%
447Eog Resources, Inc. Ordinary SharesEOG115$14,4750.01%
448Essential Utilities Inc Ordinary Shares29670G102380$14,1850.01%
449International Paper Co. Ordinary Shares460146103325$14,0240.01%
450Palantir Technologies Inc Ordinary Shares - Class APLTR550$13,9320.01%
451Verisk Analytics Inc Ordinary SharesVRSK50$13,4780.01%
452Vanguard Group, Inc. U.S. Quality Factor Etf921935706100$13,4090.01%
453Spdr State Street Global Advisors S&p Midcap 400 Etf TrustMDY25$13,3770.01%
454Shopify Inc Ordinary Shares - Class ASHOP200$13,2100.01%
455Dimensional Etf Trust U.S. Small Cap25434V500215$12,9170.01%
456Airbnb Inc Ordinary Shares - Class AABNB84$12,7370.01%
457York Water Co. Ordinary Shares987184108340$12,6110.01%
458Fastenal CO CORPFAST200$12,5680.01%
459Sherwin-Williams Co. Ordinary SharesSHW42$12,5340.01%
460Darden Restaurants, Inc. Ordinary SharesDRI82$12,4080.01%
461Booking Holdings Inc Ordinary SharesBKNG3$11,8850.00%
462Vanguard Group, Inc. Mega Cap Value Etf921910840100$11,8500.00%
463Cme Group Inc Ordinary Shares - Class ACME60$11,7960.00%
464Vaneck Etf Trust Semiconductor92189F67645$11,7320.00%
465Silvercrest Metals Inc Ordinary Shares8283631011,420$11,5730.00%
466Coinbase Global Inc Ordinary Shares - Class ACOIN52$11,5560.00%
467Ingredion Inc Ordinary SharesINGR100$11,4700.00%
468Southstate Corporation Ordinary SharesSSB150$11,4630.00%
469Vanguard Group, Inc. U.S. Minimum Volatility Etf921935409100$11,3650.00%
470Fmc Corp. Ordinary SharesFMC197$11,3370.00%
471Vanguard Group, Inc. Total World Stock Etf922042742100$11,2630.00%
472Modivcare Inc Ordinary Shares60783X104425$11,1520.00%
473Garmin Ltd Ordinary SharesGRMN68$11,0790.00%
474Vanguard Group, Inc. S&p Mid-Cap 400 Growth Etf921932869100$10,9540.00%
475Howmet Aerospace Inc Ordinary SharesHWM141$10,9460.00%
476Cedar Fair L.P. Ordinary Shares150185106200$10,8700.00%
477Las Vegas Sands Corp Ordinary SharesLVS245$10,8410.00%
478Copart, Inc. Ordinary SharesCPRT200$10,8320.00%
479Dicks Sporting Goods, Inc. Ordinary Shares25339310250$10,7430.00%
480Chemours Company Ordinary SharesCC475$10,7210.00%
481Hf Sinclair Corp. Ordinary SharesDINO200$10,6680.00%
482Stanley Black & Decker Inc Ordinary SharesSWK133$10,6250.00%
483Eversource Energy Ordinary SharesES187$10,6050.00%
484Agnico Eagle Mines Ltd Ordinary SharesAEM159$10,3990.00%
485Amplify Etf Trust Cybersecurity032108664160$10,3570.00%
486St Microelectronics New York SharesSTMEF260$10,2130.00%
487General Motors Company Ordinary Shares37045V100219$10,1750.00%
488Vanguard Group, Inc. S&p Mid-Cap 400 Etf921932885100$9,9110.00%
489Vanguard Group, Inc. S&p Small-Cap 600 Etf921932828100$9,8210.00%
490Campbell Soup Co. Ordinary SharesCPB215$9,7160.00%
491Vanguard Group, Inc. Esg U.S. Stock Etf921910733100$9,6620.00%
492Norfolk Southern Corp. Ordinary Shares65584410844$9,4460.00%
493Ameren CorpAEE132$9,3870.00%
494Omega Healthcare Investors, Inc. Ordinary Shares681936100270$9,2480.00%
495United States Lime & Minerals Inc. Ordinary SharesUNTCW25$9,1050.00%
496Incyte Corp. Ordinary SharesINCY147$8,9110.00%
497Blackrock Institutional Trust Company N.A. Short Duration Bond Etf46431W507174$8,7570.00%
498Mag Silver Corp. Ordinary Shares55903Q104740$8,6360.00%
499Pan American Silver Corp Ordinary Shares697900108430$8,5480.00%
500Toronto Dominion Bank Ordinary SharesTORO153$8,4090.00%