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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 Q1 2025 · Filed April 11, 2025 · Accession 0001910666-25-000002

Total Value
$303.4M
Positions
752
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (500)

#IssuerTicker / CUSIPSharesValue% of Filing
1Apple Inc Ordinary SharesAAPL58,870$13.1M4.32%
2Vanguard Group, Inc. Intermediate-Term Bond Etf921937819159,060$12.2M4.03%
3Dimensional Etf Trust Core Fixed Income25434V872268,490$11.3M3.73%
4Vanguard Group, Inc. Short-Term Bond Etf921937827117,577$9.2M3.04%
5Vanguard Total Bond Market Etf921937835108,060$7.9M2.62%
6Berkshire Hathaway Inc. Ordinary Shares - Class BBRK-A14,295$7.6M2.52%
7Vanguard Group, Inc. Dividend Appreciation Ftf92190884438,478$7.5M2.47%
8Blackrock Institutional Trust Company N.A. Ishares Core U.S. Aggregate Bond Etf46428722673,492$7.3M2.40%
9Vanguard High Dividend Yield Etf92194640655,956$7.2M2.39%
10Vanguard Group, Inc. Total International Bond Etf92203J407145,327$7.1M2.35%
11Vanguard Group, Inc. Emerging Markets Government Bond Etf921946885107,939$6.9M2.29%
12Dimensional Etf Trust Short-Duration Fixed Income25434V864143,641$6.8M2.26%
13Blackrock Institutional Trust Company N.A. Ishares 0-5 Year Tips Bond Etf46429B74764,743$6.7M2.22%
14Dimensional Etf Trust U.S. Targeted Value25434V609107,600$5.5M1.83%
15MicrosoftMSFT14,628$5.5M1.82%
16Alliant Energy Corp. Ordinary SharesLNT71,951$4.6M1.53%
17Blackrock Institutional Trust Company N.A. Ishares 5-10 Year Investment Grade Corporate Bond Etf46428863884,765$4.5M1.47%
18Spdr Series Trust Bloomberg Emerging Markets Local Bond Etf78464A391205,384$4.1M1.36%
19Nvidia Corp Ordinary SharesNVDA36,492$4.0M1.31%
20Vanguard Group, Inc. Growth Etf92290873610,167$3.8M1.25%
21Vanguard Group, Inc. Value Etf92290874420,563$3.6M1.17%
22Vanguard Group, Inc. Financials Etf92204A40528,346$3.4M1.12%
23Amazon.com Inc. Ordinary SharesAMZN17,405$3.3M1.10%
24Vanguard Group, Inc. Mid-Cap Etf92290862911,767$3.0M1.01%
25Alphabet Inc Ordinary Shares - Class CGOOG17,509$2.7M0.90%
26Lilly(eli) & Co Ordinary SharesLLY3,151$2.6M0.86%
27Ssga Active Trust Spdr S&p 500 EtfSPY4,582$2.6M0.85%
28Dimensional Etf Trust Global Core Plus Fixed Income25434V58346,162$2.5M0.82%
29Dimensional Etf Trust U.S. Core Equity 225434V70874,631$2.5M0.81%
30Vanguard Group, Inc. Mortgage-Backed Securities Etf92206C77148,037$2.2M0.74%
31Vanguard Group, Inc. Small Cap Etf9229087519,904$2.2M0.73%
32Costco Wholesale Corp Ordinary Shares22160K1052,283$2.2M0.71%
33JPMorgan Chase & Co.VYLD8,667$2.1M0.70%
34Vanguard Group, Inc. Health Care Etf92204A5047,952$2.1M0.70%
35Dimensional Etf Trust Emerging Core Equity Market25434V30276,417$2.0M0.65%
36Johnson & JohnsonJNJ11,641$1.9M0.64%
37Abbvie Inc Ordinary SharesABBV9,191$1.9M0.64%
38Blackrock Institutional Trust Company N.A. Ishares International Aggregate Bond Fund46435G67237,875$1.9M0.63%
39Dimensional Etf Trust International Value25434V80746,653$1.8M0.61%
40Rtx Corp Ordinary SharesRTX13,505$1.8M0.59%
41Home Depot, Inc.HD4,749$1.7M0.58%
42IShares US Treasury Inflation Protected46428717615,475$1.7M0.57%
43Vanguard Group, Inc. Ftse Emerging Markets Etf92204285837,807$1.7M0.57%
44Vanguard Group, Inc. Information Technology Etf92204A7022,960$1.6M0.53%
45Vanguard Group, Inc. Small Cap Value Etf9229086118,443$1.6M0.52%
46Caterpiller, Inc DELCAT4,513$1.5M0.49%
47Micron Technology Inc. Ordinary SharesMU16,925$1.5M0.49%
48Dimensional Etf Trust International Core Equity Market25434V20346,127$1.4M0.48%
49Dimensional Etf Trust US Large Cap Value25434V66644,085$1.3M0.45%
50Deere & Co.DE2,871$1.3M0.45%
51Dimensional Etf Trust US High Profitability25434V83139,699$1.3M0.44%
52Merck & Co Inc Ordinary SharesMRK14,284$1.3M0.42%
53Automatic Data ProcessingADP4,142$1.3M0.42%
54Walmart IncWMT13,338$1.2M0.39%
55Verizon CommunicationsVZ24,921$1.1M0.37%
56Spdr Series Trust Portfolio Tips Etf78464A65642,675$1.1M0.37%
57Vanguard Group, Inc. Ftse All-World ex-US Etf92204277518,481$1.1M0.37%
58Fifth Third Bancorp Ordinary SharesFITBM28,054$1.1M0.36%
59Taiwan Semiconductor Manufacturing LTD8740391006,624$1.1M0.36%
60Vanguard Group, Inc. Ftse Developed Markets Etf92194385821,542$1.1M0.36%
61Coca Cola CoKO15,209$1.1M0.36%
62Meta Platforms Inc Ordinary Shares - Class AMETA1,865$1.1M0.36%
63Blackrock Institutional Trust Company N.A. Ishares Biotechnology Etf4642875568,290$1.1M0.35%
64Vanguard Group, Inc. S&p 500 Etf9229083632,038$1.0M0.35%
65Chevron CommonCVX6,202$1.0M0.34%
66Tesla Inc Ordinary SharesTSLA3,822$990,5100.33%
67Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 EtfIVZ5,055$975,7160.32%
68IBM CommonINTR3,888$966,7900.32%
69Vanguard Group, Inc. Utilities Etf92204A8765,606$957,5610.32%
70Procter & Gamble Co. Ordinary Shares7427181095,618$957,4200.32%
71Lockheed Martin Corp.LMT2,127$950,1520.31%
72Blackrock Institutional Trust Company N.A. Ishares J.P. Morgan USD Emerging Markets Bond Etf46428828110,395$941,6830.31%
73Vanguard Group, Inc. Industrials Etf92204A6033,466$858,0080.28%
74Ssga Active Trust Spdr Portfolio Emerging Markets Etf78463X50921,766$856,9270.28%
75Caseys General Stores Inc1475281031,898$823,8080.27%
76Unitedhealth Group CommonUNH1,529$800,8140.26%
77Chubb Limited Ordinary SharesCB2,629$793,9320.26%
78McDonalds Corp.MCD2,455$766,8680.25%
79Exxonmobil Corp.XOM6,359$756,2760.25%
80Nextera Energy Inc Ordinary SharesNEE-PW10,647$754,7660.25%
81IShares Trust Goldman Sacsh $ Investop Corp Bond Fund4642872426,910$751,0480.25%
82Vanguard Group, Inc. Long-Term Bond Etf92193779310,609$747,0860.25%
83Alibaba Group Holding Ltd ADRBBAAY5,572$736,7860.24%
84Vanguard Materials Viper92204A8013,899$736,1700.24%
85Principal Financial GroupPFG8,707$734,6100.24%
86Visa Inc Ordinary Shares - Class AV2,067$724,4010.24%
87Amgen, Inc.AMGN2,300$716,5650.24%
88Vanguard Short-term Corporate Bond Idx Fund Etf92206C4098,885$701,3820.23%
89Honeywell International Inc Ordinary Shares4385161063,312$701,3160.23%
90Crowdstrike Holdings Inc Ordinary Shares - Class ACRWD1,983$699,1660.23%
91Abbott LabsABLZF5,212$691,3720.23%
92Union Pacific Corp. Ordinary SharesUNP2,909$687,2220.23%
93Lowes Cos, Inc.5486611072,946$687,0960.23%
943M Co. Ordinary SharesMMM4,628$679,6680.22%
95Salesforce Inc Ordinary SharesCRM2,513$674,3890.22%
96Blackrock Institutional Trust Company N.A. Ishares Preferred And Income Securities Etf46428868721,665$665,7650.22%
97Mercadolibre Inc Ordinary SharesMELI339$661,3450.22%
98Southern Co.SOMN7,187$660,8450.22%
99Wec Energy Group Inc Ordinary SharesWEC5,896$642,5460.21%
100Vanguard Group, Inc. Mega Cap Growth Etf9219108162,061$636,6020.21%
101Altria Group Inc.MO10,442$626,7290.21%
102Goldman Sachs Group, Inc. Ordinary SharesGSCE1,145$625,5020.21%
103Am Electric Common0255371015,655$617,9220.20%
104Bank of America Corp.06050510414,706$613,6810.20%
105Applied Materials Inc. Ordinary Shares0382221054,187$607,6170.20%
106Vanguard Group, Inc. Large Cap Etf9229086372,355$605,3060.20%
107Travelers Companies Inc. Ordinary SharesTRV2,266$599,2660.20%
108Starbucks Corp.SBUX6,050$593,4450.20%
109Advanced Micro Devices Inc. Ordinary SharesAMD5,747$590,4470.20%
110Pfizer IncPFE23,001$582,8450.19%
111Medtronic Plc Ordinary SharesMDT6,285$564,7700.19%
112Blackrock Institutional Trust Company N.A. Ishares Core S&p 500 Etf464287200997$560,2140.19%
113AT&T, Inc.T-PC19,345$547,0770.18%
114Bristol-Myers Squibb Co.CELG-RI8,940$545,2510.18%
115Consolidated Edison, Inc.ED4,691$518,7780.17%
116United Parcel Service, Inc.UPS4,612$507,2740.17%
117Blackrock Institutional Trust Company N.A. Ishares Core S&p Mid-Cap Etf4642875078,580$500,6430.17%
118Snowflake Inc Ordinary Shares - Class ASNOW3,414$498,9900.17%
119Enbridge Inc Ordinary SharesENNPF11,125$492,9490.16%
120Blackrock Institutional Trust Company N.A. Ishares Core Dividend Growth Etf46434V6217,732$477,6830.16%
121PepsiCo, Inc.PEP3,164$474,4100.16%
122Vanguard Group, Inc. International Dividend Appreciation Etf9219468105,605$464,8790.15%
123Blackrock Institutional Trust Company N.A. Ishares Core Total USD Bond Market Etf46434V61310,067$463,8870.15%
124Invesco Capital Management LLC High Yield Equity Dividend Achievers EtfIVZ20,914$449,0240.15%
125Waste Management, Inc. Ordinary Shares94106L1091,888$437,0910.14%
126Netapp Inc Ordinary SharesNTAP4,965$436,1260.14%
127Ge Aerospace Ordinary Shares3696043012,090$418,3140.14%
128US Bancorp DELUSB-PS9,876$416,9650.14%
129Dover Corp. Ordinary SharesDOV2,319$407,4020.13%
130Ishares Trust Cybersecurity And Tech Etf46435U1358,584$403,2760.13%
131Becton Dickinson & Co. Ordinary SharesBDX1,725$395,1290.13%
132Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Growth Etf4642876141,086$392,1440.13%
133S&p Global INC CORPSPGI751$381,5830.13%
134Dimensional Etf Trust US Core Equity Market25434V1049,866$379,2490.13%
135Marvell Technology Inc Ordinary SharesMRVL5,933$365,2950.12%
136Blackrock Institutional Trust Company N.A. Ishares U.S. Treasury Bond Etf46429B26715,891$365,2550.12%
137Philip Morris International Inc Ordinary Shares7181721092,276$361,2690.12%
138Gilead Sciences, Inc.GILD3,217$360,4650.12%
139Mastercard Incorporated Ordinary Shares - Class AMA657$360,1150.12%
140Cummins Inc. Ordinary SharesCMI1,127$353,2470.12%
141Morgan Stanley Ordinary SharesMS-PQ2,978$347,4430.11%
142Texas Pacific Land Corporation Ordinary SharesTPL261$345,8220.11%
143Adobe Inc Ordinary SharesADBE899$344,7930.11%
144Texas Instruments, Inc.8825081041,898$341,0710.11%
145Disney Walt Co.2546871063,430$338,5410.11%
146Blackrock Institutional Trust Company N.A. Ishares Core Msci Emerging Markets Etf46434G1036,250$337,3130.11%
147Ishares Trust Core Msci International Developed Markets Etf46435G3264,877$335,9770.11%
148Boeing Co CommonBA-PA1,955$333,4250.11%
149Kimberly-Clark Corp. Ordinary SharesKMB2,323$330,3770.11%
150American Express Co.AXP1,223$329,0480.11%
151Discover Financial Services Ordinary Shares2547091081,892$322,9640.11%
152Ford Motor Company Common34537086031,007$311,0000.10%
153Blackrock Institutional Trust Company N.A. Ishares Mbs Etf4642885883,307$310,1300.10%
154Nike, Inc. Ordinary Shares - Class BNKE4,822$306,1010.10%
155Axon Enterprise Inc Ordinary SharesAXON580$305,0510.10%
156Cigna Group (The) Ordinary Shares125523100923$303,6670.10%
157Paychex Inc. Ordinary SharesPAYX1,962$302,6970.10%
158Fiserv, Inc.FISV1,345$297,0160.10%
159Conoco Phillips Ordinary SharesCOP2,750$288,8050.10%
160Alphabet Inc Ordinary Shares - Class AGOOG1,794$277,4240.09%
161Spdr Gold Trust Shares EtfGLD946$272,5800.09%
162Duke Energy Hldg CommonDUKB2,217$270,4080.09%
163Cisco Systems, Inc.CSCO4,345$268,1300.09%
164Metlife Inc Ordinary SharesMET-PF3,247$260,7020.09%
165Blackrock Institutional Trust Company N.A. Ishares Core Msci Eafe Etf46432F8423,320$251,1580.08%
166Blackrock Institutional Trust Company N.A. Ishares Currency Hedged Msci Eafe Etf46434V8036,900$250,4010.08%
167Ishares Bitcoin Trust Etf Beneficial InterestIBIT5,315$248,7950.08%
168Vanguard Group, Inc. Mid-Cap Growth Etf9229085381,002$245,1290.08%
169Blackrock Institutional Trust Company N.A. Ishares Core S&p Small-Cap Etf4642878042,343$245,0080.08%
170Invesco Capital Management LLC Qqq Trust Series 1IVZ518$242,9010.08%
171Dupont DE Nemours Inc Ordinary SharesDD3,222$240,6190.08%
172Martin Marietta Materials, Inc. Ordinary Shares573284106498$238,1090.08%
173Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Etf4642876551,190$237,3930.08%
174Vanguard Group, Inc. Mid-Cap Value Etf9229085121,467$235,5120.08%
175Broadcom Inc Ordinary SharesAVGO1,400$234,4020.08%
176Wells Fargo & Co. Common Stock9497461013,179$228,2200.08%
177Intel Corp.INTC9,878$224,3290.07%
178General Dynamics Corp.GD812$221,3350.07%
179Invesco Capital Management LLC Emerging Markets Sovereign Debt EtfIVZ10,250$206,7430.07%
180Devon Energy Corp. Ordinary Shares25179M1035,375$201,0250.07%
181Ies Holdings Inc Ordinary SharesIESC1,195$197,3060.07%
182Super Micro Computer Inc Ordinary SharesSMCI5,740$196,5380.06%
183Check Point Software TechM22465104855$194,8720.06%
184Bank of New York Mellon Corp0640581002,317$194,3270.06%
185Toyota Motor Corp - AdrTOYOF1,100$194,1830.06%
186Valero Energy Corp. Ordinary SharesVLO1,455$192,1620.06%
187Blackstone Inc Ordinary SharesBX1,372$191,7780.06%
188Rockwell Automation Inc Ordinary SharesROK730$188,6170.06%
189Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Value Etf4642875981,002$188,5360.06%
190PNC Financial Services Group, Inc.6934751051,040$182,8010.06%
191Mondelez International Inc. Ordinary Shares - Class A6092071052,663$180,6850.06%
192Xcel Energy CommonXELLL2,526$178,8160.06%
193Northrop Grumman Corp. Ordinary SharesNOC342$175,1070.06%
194Nutrien Ltd Ordinary SharesNTR3,515$174,5900.06%
195Dimensional Etf Trust U.S. Equity Market25434V4012,880$174,1820.06%
196CVS Health Corp Ordinary SharesCVS2,547$172,5590.06%
197Vanguard Group, Inc. Consumer Staples Etf92204A207787$172,2110.06%
198Cencora Inc. Ordinary SharesCOR618$171,8600.06%
199Vanguard Group, Inc. Energy Etf92204A3061,322$171,4770.06%
200Blackrock Institutional Trust Company N.A. Ishares U.S. Oil & Gas Exploration Production Etf4642888511,800$170,2440.06%
201General Mills Inc.3703341042,842$169,9230.06%
202Marathon Petroleum Corp Ordinary SharesMARA1,128$164,3380.05%
203Welltower Inc. Ordinary SharesWELL1,058$162,0960.05%
204Blackrock Institutional Trust Company N.A. Ishares Russell 1000 Etf464287622525$161,0390.05%
205Vanguard Group, Inc. Ftse All-World Ex-US Small Capital Index Fund Etf9220427181,381$159,6440.05%
206West BancorporationWTBA7,954$158,6030.05%
207Allison Transmission Holdings Inc Ordinary SharesALSN1,625$155,4640.05%
208Blackrock Institutional Trust Company N.A. Ishares Morningstar Mid-Cap Growth Etf4642883072,148$153,4320.05%
209Corteva Inc Ordinary SharesCTVA2,424$152,5420.05%
210Zimmer Biomet Holdings INC CORPZBH1,332$150,7560.05%
211Ssga Active Trust Spdr S&p Emerging Markets Dividend Etf78463X5334,143$147,9050.05%
212Barrick Gold Corp. Ordinary Shares0679011087,500$145,8000.05%
213Citigroup Inc Ordinary SharesC-PR2,044$145,1040.05%
214Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Value Etf464287630939$141,7700.05%
215Roblox Corporation Ordinary Shares - Class ARBLX2,428$141,5280.05%
216PPG Industries, Inc. Ordinary Shares6935061071,290$141,0620.05%
217Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Etf4642874651,720$140,5760.05%
218Blackrock Institutional Trust Company N.A. Ishares U.S. Aerospace & Defense Etf464288760915$140,0870.05%
219Fedex Corp Ordinary SharesFDX561$136,7610.05%
220Mueller Industries, Inc. Ordinary Shares6247561021,775$135,1490.04%
221Progressive Corp. Ordinary Shares743315103476$134,7130.04%
222Ge Vernova Inc. Ordinary SharesGEV440$134,3230.04%
223Oracle Corp.ORCL-PD950$132,8200.04%
224Charles Schwab Corp. Ordinary SharesSCHW-PJ1,695$132,6850.04%
225Chipotle Mexican Grill Ordinary SharesCMG2,635$132,3030.04%
226Conagra FoodsCAG4,955$132,1500.04%
227Dimensional Etf Trust World Ex U.S. Core Equity 225434V8805,000$131,0000.04%
228Blackrock Institutional Trust Company N.A. Ishares Morningstar Small-Cap Value Etf4642887032,196$130,2230.04%
229Vanguard Group, Inc. S&p 500 Value Etf921932703700$128,9330.04%
230Blackrock Institutional Trust Company N.A. Ishares S&p 500 Value Etf464287408676$128,8320.04%
231Analog Devices Inc. Ordinary SharesADI635$128,0600.04%
232Wynn Resorts Ltd. Ordinary SharesWYNN1,530$127,7550.04%
233Blackrock Institutional Trust Company N.A. Ishares International Select Dividend Etf4642884484,114$127,6160.04%
234First Trust Exchange-Traded Fund Iii Consumer Staples Alphadex33734X1191,945$127,0860.04%
235Blackrock Institutional Trust Company N.A. Ishares Global Financials Etf4642873331,225$126,2000.04%
236Under Armour IncUA20,063$125,3940.04%
237Uber Technologies Inc Ordinary SharesUBER1,715$124,9550.04%
238Ferrari N.V. Ordinary SharesRACE285$121,9460.04%
239Pathward Financial Inc Ordinary SharesCASH1,670$121,8270.04%
240Zevra Therapeutics Inc Ordinary SharesZVRA16,224$121,5180.04%
241Colgate Polmolive Co.CL1,284$120,3110.04%
242Managed Portfolio Series Tortoise North American Pipeline Fund Etf56167N7203,298$119,9480.04%
243BPBPPFF3,543$119,7180.04%
244Henry Schein Inc. Ordinary SharesHSIC1,725$118,1450.04%
245Trane Technologies Plc Ordinary Shares - Class ATT346$116,5740.04%
246Ssga Active Trust Consumer Staples Select Sector Spdr81369Y3081,425$116,3800.04%
247Phillips 66 Ordinary SharesPSX942$116,3180.04%
248Netflix Inc. Ordinary SharesNFLX124$115,6340.04%
249Public Service Enterprise Group Inc. Ordinary Shares7445731061,401$115,3020.04%
250Archer Daniels Midland Co. Ordinary SharesADM2,290$109,9430.04%
251Public Storage Ordinary SharesPSA-PS366$109,5400.04%
252Genpact Ltd Ordinary SharesG2,171$109,3750.04%
253Invesco Capital Management LLC S&p 500 Equal Weight EtfIVZ629$108,9620.04%
254Dimensional Etf Trust Inflation-Protected Securities25434V8562,500$105,2780.03%
255Newmont Corp Ordinary SharesNEMCL2,170$104,7680.03%
256Packaging Corp Amer Common695156109524$103,7620.03%
257Oneok Inc. Ordinary SharesOKE1,040$103,1890.03%
258Spdr Series Trust S&p Regional Banking Etf78464A6981,800$102,3300.03%
259Dominion Energy Inc Ordinary SharesD1,806$101,2620.03%
260Vanguard Group, Inc. Russell 2000 Growth Index Etf92206C623536$99,8890.03%
261Intuitive Surgical Inc Ordinary SharesISRG200$99,0540.03%
262Prudential Financial Inc. Ordinary SharesPUKPF879$98,1670.03%
263Blackrock Institutional Trust Company N.A. Ishares Morningstar U.S. Equity Etf4642871271,268$97,9660.03%
264Blackrock Institutional Trust Company N.A. Ishares Msci Emerging Markets Etf4642872342,230$97,4510.03%
265Lam Research Corp. Ordinary SharesLRCX1,340$97,4180.03%
266Blackrock Institutional Trust Company N.A. Ishares SilverSLV3,116$96,5650.03%
267Novartis Ag ADRNVSEF855$95,3150.03%
268Biogen Inc Ordinary SharesBIIB692$94,6930.03%
269Shell Plc ADR (Representing - Ordinary Shares)RYDAF1,282$93,9450.03%
270Weyerhaeuser Co. Ordinary SharesWY3,207$93,9010.03%
271Portland General Electric Co Ordinary Shares7365088472,105$93,8830.03%
272Realty Income Corp. Ordinary SharesO1,550$89,9160.03%
273Vanguard Group, Inc. Real Estate Index Fund Etf922908553985$89,1820.03%
274Kimco Realty Corporation Ordinary Shares49446R1094,143$87,9970.03%
275Carrier Global Corp Ordinary SharesCARR1,353$85,7800.03%
276Target Corp.TGT817$85,2620.03%
277Sysco Corp.SYY1,116$83,7450.03%
278Williams Cos Inc Ordinary Shares9694571001,400$83,6640.03%
279Primerica Inc Ordinary SharesPRI294$83,6520.03%
280Dow Inc Ordinary SharesDOW2,366$82,6210.03%
281Blade Air Mobility Inc Ordinary Shares - Class ASRTAW30,000$81,9000.03%
282Blackrock, Inc. (US) Blackrock Technology And Private Equity Term TrustBLK12,913$80,8350.03%
283Ssga Active Trust Utilities Select Sector Spdr Etf81369Y8861,025$80,8210.03%
284Constellation Brands Inc Ordinary Shares - Class ASTZ439$80,5650.03%
285First Trust Exchange-Traded Fund Iii Dow Jones Internet Index33733E302361$80,1960.03%
286British American Tobacco Plc ADR1104481071,905$78,8100.03%
287Advance Auto Parts Inc Ordinary SharesAAP2,000$78,4200.03%
288Otis Worldwide Corp Ordinary SharesOTIS757$78,1220.03%
289Paypal Holdings Inc Ordinary SharesPYPL1,194$77,9090.03%
290Jayud Global Logistics Ltd Ordinary Shares - Class AJYD10,000$76,9000.03%
291Blackrock Institutional Trust Company N.A. Ishares Russell 2000 Growth Etf464287648300$76,6590.03%
292JD.com Inc ADRJDCMF1,840$75,6610.03%
293Kroger Co. Ordinary SharesKR1,116$75,5420.02%
294Qualcomm, Inc.QCOM487$74,8080.02%
295Novo Nordisk A/SNONOF1,065$73,9540.02%
296Docusign Inc Ordinary SharesDOCU895$72,8530.02%
297Viatris Inc Ordinary SharesVTRS8,295$72,2490.02%
298Constellation Energy Corporation Ordinary SharesCEG356$71,7800.02%
299Blackrock Institutional Trust Company N.A. Ishares Select Dividend Etf464287168530$71,1740.02%
300Zoetis Inc Ordinary Shares - Class AZTS424$69,8120.02%
301Anthem, IncELV160$69,5940.02%
302Cboe Global Markets Inc. Ordinary Shares12503M108300$67,8870.02%
303Delta Air Lines, Inc. Ordinary SharesDAL1,530$66,7080.02%
304Fortinet Inc Ordinary SharesFTNT681$65,5530.02%
305Antero Midstream Corp Ordinary SharesAM3,580$64,4400.02%
306Zillow Group Inc Ordinary Shares - Class CZ915$62,7320.02%
307Occidental Petroleum Corp. Ordinary Shares6745991051,270$62,6870.02%
308Middlesex Water Co. Ordinary Shares596680108967$61,9850.02%
309First Trust Exchange-Traded Fund Iii Health Care Alphadex33734X143593$61,4350.02%
310Sofi Technologies Inc Ordinary SharesSOFI5,250$61,0580.02%
311Equifax, Inc. Ordinary SharesEFX250$60,8900.02%
312Black Hills Corporation Ordinary SharesBKH1,000$60,6500.02%
313Exelon Corp. Ordinary SharesEXC1,301$59,9500.02%
314Seagate Technology Holdings Plc Ordinary SharesSE705$59,8900.02%
315Hormel Foods Corp. Ordinary SharesHRL1,935$59,8690.02%
316Motorola Solutions Inc Ordinary SharesMSI136$59,5420.02%
317Southwest Airlines Co Ordinary Shares8447411081,755$58,9330.02%
318Vanguard Group, Inc. Consumer Discretionary Etf92204A108179$58,2660.02%
319Sprott Asset Management Lp Physical Silver TrustSII5,000$58,0000.02%
320Teledyne Technologies Inc Ordinary SharesTDY115$57,2370.02%
321Canadian Imperial Bank Of Commerce Ordinary SharesCNDIF995$56,0190.02%
322Evergy Inc Ordinary SharesEVRG808$55,7120.02%
323Blackrock Institutional Trust Company N.A. Ishares Morningstar Value Etf464288109668$54,4090.02%
324Accenture Plc Ordinary Shares - Class AACN173$53,9830.02%
325Vertex Pharmaceuticals, Inc. Ordinary SharesVRTX110$53,3300.02%
326Hershey Company Ordinary SharesHSY310$53,0190.02%
327Vanguard Group, Inc. Small Cap Growth Etf922908595210$52,8720.02%
328Federated Hermes Inc Ordinary Shares - Class BFHI1,280$52,1860.02%
329Gallagher, Arthur J. & Co.363576109150$51,7860.02%
330Bj`s Wholesale Club Holdings Inc Ordinary Shares05550J101450$51,3450.02%
331Blackrock Institutional Trust Company N.A. Ishares U.S. Regional Banks Etf4642887781,100$51,2930.02%
332Plains All American Pipeline Lp Unit7265031052,550$51,0000.02%
333Block Inc Ordinary Shares - Class ABSQKZ925$50,2550.02%
334Bank Of Nova Scotia Ordinary Shares0641491071,055$50,0390.02%
335Lyondellbasell Industries NV Ordinary Shares - Class ALYB705$49,6320.02%
336Dimensional Etf Trust National Municipal Bond25434V8491,038$49,3780.02%
337Vanguard Group, Inc. International High Dividend Yield Etf921946794670$49,3720.02%
338Moody`s Corp. Ordinary SharesMCO106$49,3630.02%
339Vanguard Group, Inc. Tax-Exempt Bond Etf922907746991$49,1730.02%
340Spdr Series Trust Dividend Etf78464A763358$48,5730.02%
341Vanguard Group, Inc. Russell 1000 Value Index Etf92206C714586$48,3680.02%
342Ciena Corp. Ordinary SharesCIEN800$48,3440.02%
343Edwards Lifesciences Corp Ordinary SharesEW667$48,3440.02%
344Dollar General Corp. Ordinary Shares256677105549$48,2740.02%
345Truist Financial Corporation Ordinary Shares89832Q1091,169$48,1040.02%
346Neos Etf Trust S&p 500 High Income78433H3031,000$47,8900.02%
347Neos Etf Trust Nasdaq 100 High Income78433H6751,000$47,4300.02%
348Palantir Technologies Inc Ordinary Shares - Class APLTR558$47,0950.02%
349Church & Dwight Co., Inc. Ordinary SharesCHD426$46,8980.02%
350Vanguard Group, Inc. Mega Cap 300 Index Etf921910873232$46,7200.02%
351Vanguard Group, Inc. Russell 1000 Growth Index Etf92206C680500$46,3950.02%
352Allstate CommonALL-PJ223$46,1770.02%
353Parker-Hannifin Corp. Ordinary SharesPH75$45,5890.02%
354Comcast Corp Ordinary Shares - Class ACCZ1,224$45,1660.01%
355American Water Works Co. Inc. Ordinary Shares030420103300$44,2560.01%
356Clorox Co. Ordinary SharesCLX300$44,1750.01%
357Alps Etf Trust Alerian Mlp00162Q452837$43,4740.01%
358Centene Corp. Ordinary SharesCNC700$42,4970.01%
359Ge Healthcare Technologies Inc Ordinary SharesGEHC520$41,9690.01%
360Datadog Inc Ordinary Shares - Class ADDOG422$41,8670.01%
361Schwab Strategic Trust U.S. Large-Cap Etf8085242011,878$41,4660.01%
362West Pharmaceutical Services, Inc. Ordinary Shares955306105185$41,4180.01%
363Humana Inc. Ordinary SharesHUM155$41,0130.01%
364Robinhood Markets Inc Ordinary Shares - Class A770700102970$40,3710.01%
365Invesco Capital Management LLC S&p Midcap Momentum EtfIVZ350$39,8160.01%
366DNP Select Income Fund Inc.23325P1044,000$39,5600.01%
367Cohen & Steers Inc. Ordinary SharesCNS480$38,5200.01%
368Arch Capital Group Ltd Ordinary SharesG0450A105400$38,4720.01%
369Ssga Active Trust Spdr Portfolio Intermediate Term Corporate Bond Etf78464A3751,131$37,5940.01%
370Federal Agricultural Mortgage Corp. Ordinary Shares - Class C313148306200$37,5020.01%
371Ufp Industries Inc Ordinary SharesUFPI350$37,4640.01%
372Coeur Mining Inc Ordinary Shares1921085046,274$37,1420.01%
373International Paper Co. Ordinary Shares460146103675$36,0110.01%
374Celsius Holdings Inc Ordinary SharesCELH1,000$35,6200.01%
375Safety Insurance Group, Inc. Ordinary Shares78648T100445$35,1020.01%
376Firstenergy CommonFE860$34,7610.01%
377Dte Energy Co. Ordinary SharesDTK250$34,5680.01%
378Blackrock Institutional Trust Company N.A. Ishares Msci United Kingdom Etf46435G334913$34,2100.01%
379Blackrock Institutional Trust Company N.A. Ishares Msci Eafe Small-Cap Etf464288273529$33,6070.01%
380Blackrock Institutional Trust Company N.A. Ishares National Muni Bond Etf464288414318$33,5300.01%
381Diageo Plc ADRDGEAF314$32,9040.01%
382Idexx Laboratories, Inc. Ordinary Shares45168D10478$32,7560.01%
383W. P. Carey Inc Ordinary Shares92936U109518$32,6910.01%
384Restaurant Brands International Inc Ordinary Shares76131D103490$32,6540.01%
385Expedia Group Inc Ordinary SharesEXPE193$32,4430.01%
386Digital Realty Trust Inc Ordinary Shares253868103223$31,9540.01%
387Ingersoll-Rand Inc Ordinary SharesIR397$31,7720.01%
388L3harris Technologies Inc Ordinary SharesLHX150$31,3970.01%
389State Street Corp. Ordinary SharesSTT-PG350$31,3360.01%
390Wheaton Precious Metals Corp Ordinary SharesWPM400$31,0520.01%
391Carnival Corp. Ordinary Shares (Paired Stock)CUKPF1,580$30,8570.01%
392Unilever Plc ADRUNLYF517$30,7870.01%
393Intuit Inc Ordinary SharesINTU50$30,7000.01%
394Kinder Morgan Inc Ordinary Shares - Class PEP-PC1,075$30,6700.01%
395Dimensional Etf Trust US Marketwide Value25434V724744$30,6600.01%
396Huntington Bancshares, Inc. Ordinary SharesHBANP2,034$30,5300.01%
397Amplify Etf Trust Junior Silver Miners0321086492,515$30,4820.01%
398Umb Financial Corp. Ordinary Shares902788108300$30,3300.01%
399Blackrock Institutional Trust Company N.A. Ishares Russell Mid-Cap Value Etf464287473240$30,2330.01%
400Warner Bros. Discovery Inc Ordinary Shares - Class AWBD2,785$29,8830.01%
401Eaton Corporation Plc Ordinary SharesETN109$29,6290.01%
402Juniper Networks Common48203R104810$29,3140.01%
403Tjx Companies, Inc. Ordinary Shares872540109240$29,2320.01%
404Coterra Energy Inc Ordinary SharesCTRA1,003$28,9870.01%
405Haleon Plc ADRHLNCF2,798$28,7910.01%
406Pure Storage Inc Ordinary Shares - Class A74624M102650$28,7760.01%
407Blackrock Institutional Trust Company N.A. Ishares Msci Global Metals & Mining Producers Etf46434G848800$28,7040.01%
408BigBear.ai Holdings Inc Ordinary SharesBBAI-WT10,000$28,6000.01%
409Franco-Nevada Corporation Ordinary SharesFNV177$27,8880.01%
410Vanguard Group, Inc. Communication Services Etf92204A884185$27,4520.01%
411Okta Inc Ordinary Shares - Class AOKTA260$27,3570.01%
412Centerpoint Energy Inc. Ordinary SharesCNP750$27,1730.01%
413Invesco Capital Management LLC Optimum Yield Diversified Commodity Strategy No K-1 EtfIVZ1,946$26,5240.01%
414Vanguard Group, Inc. Total International Stock Etf921909768427$26,5170.01%
415Invesco Capital Management LLC S&p Midcap Low Volatility EtfIVZ427$26,3540.01%
416Vanguard Group, Inc. Extended Market Index Etf922908652146$25,1500.01%
417Omnicom Group, Inc. Ordinary SharesOMC300$24,8730.01%
418Cardinal Health, Inc. Ordinary SharesCAH180$24,7990.01%
419First Trust Exchange-Traded Fund Iii Consumer Discretionary Alphadex33734X101425$24,6030.01%
420Albemarle Corp. Ordinary SharesALB-PA330$23,7670.01%
421Ssga Active Trust Technology Select Sector Spdr Etf81369Y803115$23,7450.01%
422Uranium Energy Corp Ordinary SharesUEC4,960$23,7090.01%
423Corning Inc.GLW516$23,6220.01%
424Gsk Plc ADRGLAXF606$23,4760.01%
425Broadridge Financial Solutions, Inc. Ordinary Shares11133T10396$23,2760.01%
426Schwab Strategic Trust US Dividend Equity Etf808524797810$22,6480.01%
427Halliburton Co. Ordinary SharesHAL891$22,6050.01%
428Global X Funds Silver Miners Etf37954Y848570$22,4870.01%
429Blackrock Institutional Trust Company N.A. Ishares U.S. Healthcare Providers Etf464288828425$22,4400.01%
430Lamb Weston Holdings Inc Ordinary SharesLW417$22,2260.01%
431Rpm International, Inc. Ordinary Shares749685103186$21,5160.01%
432Aflac Inc. Ordinary SharesAFL193$21,4600.01%
433Royal Caribbean Group Ordinary SharesV7780T103100$20,5440.01%
434Silgan Holdings Inc. Ordinary SharesSLGN400$20,4480.01%
435Moelis & Co Ordinary Shares - Class AMC350$20,4260.01%
436Ennis Inc. Ordinary SharesEBF1,000$20,0900.01%
437Invesco Capital Management LLC S&p Smallcap Low Volatility EtfIVZ426$19,6710.01%
438Blackrock Institutional Trust Company N.A. Ishares Msci Usa Quality Factor Etf46432F339114$19,4810.01%
439Blackrock Institutional Trust Company N.A. Ishares Short Maturity Municipal Bond Active Etf46431W838381$19,1410.01%
440Knife River Corp Ordinary SharesKNF212$19,1250.01%
441Shopify Inc Ordinary Shares - Class ASHOP200$19,0960.01%
442Blackrock Inc. Ordinary SharesBLK20$18,9300.01%
443Energy Transfer Lp UnitET-PI1,000$18,5900.01%
444Howmet Aerospace Inc Ordinary SharesHWM141$18,2920.01%
445Illinois Tool Works, Inc. Ordinary Shares45230810973$18,1050.01%
446Tractor Supply Co. Ordinary SharesTSCO320$17,6320.01%
447Crown Holdings, Inc. Ordinary SharesCCK196$17,4950.01%
448Agnico Eagle Mines Ltd Ordinary SharesAEM159$17,2370.01%
449Blackrock Institutional Trust Company N.A. Ishares Msci Global Silver And Metals Miners Etf4642863271,125$16,8640.01%
450PPL Corp Ordinary SharesPPLC462$16,6830.01%
451Hess Corporation Ordinary SharesHESM101$16,1330.01%
452Vanguard Group, Inc. Total Stock Market Etf92290876958$15,9410.01%
453Cme Group Inc Ordinary Shares - Class ACME60$15,9170.01%
454Strategy Ordinary Shares - Class ASTRK55$15,8550.01%
455Sempra Ordinary SharesSREA222$15,8420.01%
456Fastenal CO CORPFAST200$15,5100.01%
457Vanguard Group, Inc. U.S. Momentum Factor Etf921935508100$15,1710.01%
458Peoples Bancorp, Inc. (Marietta, Oh) Ordinary SharesPEBO508$15,0670.00%
459Essential Utilities Inc Ordinary Shares29670G102380$15,0210.00%
460Verisk Analytics Inc Ordinary SharesVRSK50$14,8810.00%
461Garmin Ltd Ordinary SharesGRMN68$14,7650.00%
462Eog Resources, Inc. Ordinary SharesEOG115$14,7480.00%
463Sherwin-Williams Co. Ordinary SharesSHW42$14,6660.00%
464Vanguard Group, Inc. Ftse Pacific Etf922042866200$14,4920.00%
465Timken Co. Ordinary SharesTKR200$14,3740.00%
466Mdu Resources Group Inc Ordinary Shares552690109850$14,3740.00%
467Danaher Corp.23585110270$14,3500.00%
468Bok Financial Corp. Ordinary Shares05561Q201136$14,1640.00%
469United States Lime & Minerals Inc. Ordinary SharesUNTCW160$14,1410.00%
470Biomarin Pharmaceutical Inc. Registered SharesBMRN200$14,1380.00%
471Trinity Industries, Inc. Ordinary Shares896522109500$14,0300.00%
472Southstate Corporation Ordinary SharesSSB150$13,9230.00%
473Booking Holdings Inc Ordinary SharesBKNG3$13,8210.00%
474Blackrock Institutional Trust Company N.A. Ishares Core S&p Total U.S. Stock Market Etf464287150112$13,6650.00%
475Ingredion Inc Ordinary SharesINGR100$13,5210.00%
476Pinnacle West Capital Corp. Ordinary SharesPNW141$13,4300.00%
477Alamos Gold Inc. Ordinary Shares - Class AAGI500$13,3700.00%
478Vanguard Group, Inc. U.S. Quality Factor Etf921935706100$13,3650.00%
479Ionq Inc Ordinary SharesIONQ-WT600$13,2420.00%
480Tactile Systems Technology Inc Ordinary Shares87357P1001,000$13,2200.00%
481Vanguard Group, Inc. Mega Cap Value Etf921910840100$12,8840.00%
482Dimensional Etf Trust U.S. Small Cap25434V500215$12,8460.00%
483Tyson Foods, Inc. Ordinary Shares - Class ATSN200$12,7620.00%
484Lennar Corp. Ordinary Shares - Class ALEN-B111$12,7410.00%
485Vanguard Group, Inc. U.S. Minimum Volatility Etf921935409100$12,6740.00%
486First Solar Inc Ordinary SharesFSLR100$12,6430.00%
487Aurora Innovation Inc Ordinary Shares - Class AAUROW1,850$12,4410.00%
488Vanguard Group, Inc. Russell 3000 Index Etf92206C59950$12,3380.00%
489Blackrock Institutional Trust Company N.A. Ishares Floating Rate Bond Etf46429B655235$11,9970.00%
490Ollies Bargain Outlet Holdings Inc Ordinary Shares681116109100$11,6360.00%
491Eversource Energy Ordinary SharesES187$11,6150.00%
492Amplify Etf Trust Cybersecurity032108664160$11,4880.00%
493Celanese Corp Ordinary Shares - Series ACE200$11,3540.00%
494Copart, Inc. Ordinary SharesCPRT200$11,3180.00%
495Mag Silver Corp. Ordinary Shares55903Q104740$11,3070.00%
496St Microelectronics New York SharesSTMEF510$11,2000.00%
497Pan American Silver Corp Ordinary Shares697900108430$11,1070.00%
498Solventum Corp Ordinary SharesSOLV144$10,9500.00%
499Soundhound Ai Inc Ordinary Shares - Class ASOUNW1,300$10,5560.00%
500Equinox Gold Corp Ordinary SharesEQX1,530$10,5260.00%