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The Analysis of AdvisorNet Financial, Inc's Holdings & P&L

Currently, AdvisorNet Financial, Inc holds 2251 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in CGCB (+615.0K shares, valued at $16.2M), CGCV (+304.7K shares, valued at $9.1M), JBND (+126.3K shares, valued at $6.8M); decreased their positions in BND (-113.4K shares, valued at $8.3M), XOM (-34.9K shares, valued at $5.9M), JEPQ (-40.0K shares, valued at $2.2M); initiated new positions in N/A (+12.0K shares, valued at $2.4M), FLDR (+10.8K shares, valued at $540.9K), FTBD (+7.2K shares, valued at $354.4K).

1M P&L

+34.8M+1.83%

3M P&L

-154.0M-7.39%

HY P&L

-50.4M-2.54%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.4B

78.3%

2Semiconductors34.1M

1.9%

3Consumer Electronics30.0M

1.6%

Top Industries by Stock Count

1N/A916 stocks

43.7%

2Software - Application48 stocks

2.3%

3Asset Management40 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES S&P 500 INDEX143.4K shares6.20%2026-03-312026-04-17

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF1.1M shares15.03%2026-03-312026-04-17

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF1.2M shares4.58%2026-03-312026-04-17

JPST JPMORGAN ULTRA-SHORT INCOME ETF802.0K shares8.05%2026-03-312026-04-17

AGG ISHARES AGGREGATE BOND ETF338.2K shares1.99%2026-03-312026-04-17

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF1.1M shares4.07%2026-03-312026-04-17

VEA VANGUARD FTSE DEVELOPED MARKETS ETF494.2K shares4.26%2026-03-312026-04-17

AAPL APPLE INC118.0K shares-1.56%2026-03-312026-04-17

Sponsored

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF701.9K shares2.13%2026-03-312026-04-17

PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF564.2K shares6.82%2026-03-312026-04-17

VTI VANGUARD TOTAL STOCK MARKET ETF81.3K shares5.58%2026-03-312026-04-17

GLD SPDR GOLD ETF60.4K shares-3.47%2026-03-312026-04-17

IJH ISHARES CORE S&P MID CAP ETF381.3K shares21.83%2026-03-312026-04-17

VUG VANGUARD GROWTH ETF58.7K shares17.75%2026-03-312026-04-17

SCHD SCHWAB US DIVIDEND EQUITY ETF806.2K shares-6.38%2026-03-312026-04-17

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF688.4K shares6.04%2026-03-312026-04-17

Sponsored

MSFT MICROSOFT62.2K shares-0.50%2026-03-312026-04-17

NVDA NVIDIA CORPORATION COM130.9K shares-3.10%2026-03-312026-04-17

VWO VANGUARD FTSE EMERGING MARKETS ETF421.1K shares4.26%2026-03-312026-04-17

AFIF ANFIELD UNIVERSAL FIXED INCOME ETF2.3M shares1.57%2026-03-312026-04-17

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF259.0K shares5.77%2026-03-312026-04-17

SPY SPDR S&P 500 ETF30.1K shares0.01%2026-03-312026-04-17

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF130.2K shares-8.17%2026-03-312026-04-17

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF172.5K shares12.61%2026-03-312026-04-17

Sponsored

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF248.5K shares11.87%2026-03-312026-04-17

CGGR CAPITAL GROUP GROWTH ETF471.3K shares-8.96%2026-03-312026-04-17

SCHO SCHWAB SHORT TERM US TREASURY ETF780.2K shares-1.28%2026-03-312026-04-17

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF31.2K shares15.40%2026-03-312026-04-17

DFAS DIMENSIONAL U.S. SMALL CAP ETF258.3K shares-9.42%2026-03-312026-04-17

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF322.0K shares12.96%2026-03-312026-04-17

VO VANGUARD MID CAP62.8K shares5.52%2026-03-312026-04-17

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF419.1K shares-0.89%2026-03-312026-04-17

Sponsored

CGCB CAPITAL GROUP CORE BOND ETF678.5K shares968.90%2026-03-312026-04-17

BND VANGUARD TOTAL BOND MARKET ETF220.5K shares-33.96%2026-03-312026-04-17

VIOO VANGUARD S&P SMALL-CAP 600 ETF140.3K shares20.18%2026-03-312026-04-17

PAAA PGIM AAA CLO ETF304.1K shares17.85%2026-03-312026-04-17

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND161.0K shares35.37%2026-03-312026-04-17

Invesco QQQ Trust Invesco QQQ Trust22.9K shares-3.90%2026-03-312026-04-17

SHY ISHARES 1-3 YR TREASURY BOND ETF152.5K shares1.39%2026-03-312026-04-17

EFA ISHARES MSCI EAFE ETF127.8K shares14.71%2026-03-312026-04-17

Sponsored

AMZN AMAZON.COM INC58.0K shares-2.01%2026-03-312026-04-17

CGDV CAPITAL GROUP DIVIDEND VALUE ETF280.6K shares18.79%2026-03-312026-04-17

DFSV DIMENSIONAL US SMALL CAP VALUE ETF337.0K shares4.39%2026-03-312026-04-17

VB VANGUARD SMALL CAP ETF39.5K shares4.83%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO COM34.7K shares0.18%2026-03-312026-04-17

CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF341.8K shares820.37%2026-03-312026-04-17

WTRG ESSENTIAL UTILS INC COM232.7K shares-0.13%2026-03-312026-04-17

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF251.9K shares7.31%2026-03-312026-04-17

Sponsored

ISHARES GOLD TRUST ETF ISHARES GOLD TRUST ETF99.7K shares-0.50%2026-03-312026-04-17

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF79.2K shares3.80%2026-03-312026-04-17

XOM EXXON MOBIL CORP COM51.7K shares-40.31%2026-03-312026-04-17

META META PLATFORMS INC CL A15.2K shares-3.48%2026-03-312026-04-17

CGBL CAPITAL GROUP CORE BALANCED ETF241.7K shares416.70%2026-03-312026-04-17

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF137.9K shares5.14%2026-03-312026-04-17

SOXX ISHARES SEMICONDUCTOR ETF24.9K shares0.92%2026-03-312026-04-17

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF106.1K shares2.98%2026-03-312026-04-17

Sponsored

BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF78.8K shares11.23%2026-03-312026-04-17

GOOGLE INC GOOGLE INC24.5K shares-1.96%2026-03-312026-04-17

JBND JPMORGAN ACTIVE BOND ETF130.6K shares2945.03%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD20.7K shares-4.64%2026-03-312026-04-17

COST COSTCO WHOLESALE CORP7.0K shares-6.06%2026-03-312026-04-17

JMUB JPMORGAN MUNICIPAL ETF134.7K shares24.41%2026-03-312026-04-17

NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY125.5K shares-11.60%2026-03-312026-04-17

FDVV FIDELITY HIGH DIVIDEND ETF121.0K shares1.83%2026-03-312026-04-17

Sponsored

HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF77.5K shares1.87%2026-03-312026-04-17

FMDE FIDELITY ENHANCED MID CAP ETF182.7K shares5.30%2026-03-312026-04-17

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF116.5K shares-25.54%2026-03-312026-04-17

CEFS SABA CLOSED END FUNDS ETF281.4K shares2.07%2026-03-312026-04-17

BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC307.7K shares2.94%2026-03-312026-04-17

PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF304.9K shares3.09%2026-03-312026-04-17

REM ISHARES MORTGAGE REAL ESTATE ETF288.5K shares2.33%2026-03-312026-04-17

TSLA TESLA MOTORS INC16.5K shares-3.16%2026-03-312026-04-17

Sponsored

ARDC ARES DYNAMIC CR ALLOCATION FD COM503.0K shares3.70%2026-03-312026-04-17

JBBB JANUS HENDERSON B-BBB CLO ETF128.5K shares3.00%2026-03-312026-04-17

DFCF DIMENSIONAL CORE FIXED INCOME ETF140.4K shares4.92%2026-03-312026-04-17

SCHM SCHWAB US MID-CAP ETF190.5K shares4.13%2026-03-312026-04-17

SEIX VIRTUS SEIX SENIOR LOAN ETF251.1K shares3.80%2026-03-312026-04-17

DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF215.4K shares5.99%2026-03-312026-04-17

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C19.0K shares6.24%2026-03-312026-04-17

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF136.4K shares6.35%2026-03-312026-04-17

Sponsored

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW10.9K shares-0.04%2026-03-312026-04-17

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF66.9K shares19.99%2026-03-312026-04-17

SHOP SHOPIFY INC CL A SUB VTG SHS41.0K shares8.74%2026-03-312026-04-17

RWL INVESCO S&P 500 REVENUE ETF42.2K shares0.64%2026-03-312026-04-17

GE AEROSPACE COM NEW GE AEROSPACE COM NEW16.7K shares-4.42%2026-03-312026-04-17

TMO THERMO FISHER SCIENTIFIC INC COM9.5K shares-0.33%2026-03-312026-04-17

BK BANK NEW YORK MELLON CORP COM39.0K shares-5.99%2026-03-312026-04-17

SCHF SCHWAB INTERNATIONAL EQUITY ETF185.7K shares0.31%2026-03-312026-04-17

Sponsored

CARR CARRIER GLOBAL CORPORATION COM81.5K shares0.41%2026-03-312026-04-17

CAT CATERPILLAR INC COM6.4K shares-4.47%2026-03-312026-04-17

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF94.5K shares9.04%2026-03-312026-04-17

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND172.8K shares33.50%2026-03-312026-04-17

ABT ABBOTT LABORATORIES COM43.4K shares1.92%2026-03-312026-04-17

ARKW ARK NEXT GENERATION INTERNET ETF36.7K shares4.62%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC26.7K shares-2.53%2026-03-312026-04-17

JCI JOHNSON CTLS INC33.3K shares-1.72%2026-03-312026-04-17

Sponsored

NOC NORTHROP GRUMMAN CORP COM6.4K shares-1.13%2026-03-312026-04-17

BROADCOM INC COM BROADCOM INC COM13.5K shares-5.62%2026-03-312026-04-17

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF47.3K shares6.52%2026-03-312026-04-17

IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY111.7K shares-0.69%2026-03-312026-04-17

WMT WALMART INC COM32.2K shares-2.07%2026-03-312026-04-17

GILD GILEAD SCIENCES INC27.4K shares-3.80%2026-03-312026-04-17

FRANKLIN MINNESOTA MUNICIPAL INCOME ETF FRANKLIN MINNESOTA MUNICIPAL INCOME ETF429.7K shares2.83%2026-03-312026-04-17

KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY89.7K shares0.11%2026-03-312026-04-17

Sponsored

CGMU CAPITAL GROUP MUNICIPAL INCOME ETF136.6K shares14.11%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON COM15.1K shares-1.57%2026-03-312026-04-17

IWF ISHARES RUSSELL 1000 GROWTH ETF8.6K shares-7.78%2026-03-312026-04-17

IHE ISHARES U.S. PHARMACEUTICALS ETF41.0K shares2.46%2026-03-312026-04-17

FLOT ISHARES FLOATING RATE BOND ETF68.1K shares-2.14%2026-03-312026-04-17

DES WISDOMTREE SMALLCAP DIVIDEND95.6K shares16.35%2026-03-312026-04-17

MMIT NYLI MACKAY MUNI INTERMEDIATE ETF141.4K shares15.77%2026-03-312026-04-17

MMM 3M CO COM23.5K shares-1.81%2026-03-312026-04-17

Sponsored

RTX RTX CORPORATION COM17.4K shares-3.77%2026-03-312026-04-17

IWM ISHARES RUSSELL 2000 ETF13.3K shares8.38%2026-03-312026-04-17

VBR VANGUARD SMALL CAP VALUE ETF15.2K shares-0.54%2026-03-312026-04-17

VTV VANGUARD VALUE ETF16.4K shares-2.09%2026-03-312026-04-17

IEFA ISHARES CORE MSCI EAFE ETF35.6K shares2.82%2026-03-312026-04-17

CNP CENTERPOINT ENERGY INC COM74.1K shares4.66%2026-03-312026-04-17

CME CME GROUP INC COM10.8K shares-4.47%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF123.9K shares24.09%2026-03-312026-04-17

Sponsored

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF50.4K shares0.68%2026-03-312026-04-17

OKE ONEOK INC NEW COM32.7K shares-0.20%2026-03-312026-04-17

JAAA JANUS HENDERSON AAA CLO ETF58.8K shares15.35%2026-03-312026-04-17

ITOT ISHARES TR S&P 1500 INDEX FD20.7K shares1.48%2026-03-312026-04-17

BUFZ FT VEST LADDERED MODERATE BUFFER ETF112.0K shares44.68%2026-03-312026-04-17

BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF25.1K shares5.56%2026-03-312026-04-17

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF68.5K shares-3.43%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP4.8K shares-41.28%2026-03-312026-04-17

Sponsored

JMHI JPMORGAN HIGH YIELD MUNICIPAL ETF58.3K shares-0.23%2026-03-312026-04-17

FBND FIDELITY TOTAL BOND ETF63.6K shares15.86%2026-03-312026-04-17

COF CAPITAL ONE FINANCIAL CORP15.5K shares-1.98%2026-03-312026-04-17

XLK TECHNOLOGY SELECT SECTOR SPDR21.3K shares-0.07%2026-03-312026-04-17

CEG CONSTELLATION ENERGY CORP COM10.1K shares12.01%2026-03-312026-04-17

GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT14.7K shares-6.45%2026-03-312026-04-17

PG PROCTER & GAMBLE CO COM19.4K shares-1.37%2026-03-312026-04-17

LINDE PLC SHS LINDE PLC SHS5.6K shares-6.57%2026-03-312026-04-17

Sponsored

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF54.7K shares11.26%2026-03-312026-04-17

TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF62.9K shares-3.31%2026-03-312026-04-17

BTI BRITISH AMERICAN TOBACCO46.1K shares-4.33%2026-03-312026-04-17

GSST GOLDMAN SACHS ULTRA SHORT BOND ETF52.3K shares-1.42%2026-03-312026-04-17

CVX CHEVRON CORPORATION COM12.6K shares-0.86%2026-03-312026-04-17

UNH UNITEDHEALTH GROUP9.5K shares-7.22%2026-03-312026-04-17

TE CONNECTIVITY LTD TE CONNECTIVITY LTD12.3K shares-0.23%2026-03-312026-04-17

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF55.1K shares2.87%2026-03-312026-04-17

Sponsored

FE FIRSTENERGY CORP49.5K shares17.06%2026-03-312026-04-17

GEV GE VERNOVA INC COM2.9K shares-0.90%2026-03-312026-04-17

LLY ELI LILLY & CO COM2.7K shares12.94%2026-03-312026-04-17

PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL62.7K shares0.00%2026-03-312026-04-17

MA MASTERCARD INC5.0K shares-0.34%2026-03-312026-04-17

IWY ISHARES RUSSELL TOP 200 GROWTH ETF9.9K shares-0.17%2026-03-312026-04-17

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF50.8K shares2.67%2026-03-312026-04-17

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD12.0K sharesnew addition2026-03-312026-04-17

Sponsored

BMY BRISTOL-MYERS SQUIBB CO COM38.7K shares-1.91%2026-03-312026-04-17

APH AMPHENOL CORP CL A18.1K shares-2.82%2026-03-312026-04-17

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF39.5K shares-0.10%2026-03-312026-04-17

XLI INDUSTRIAL SELECT SECTOR SPDR13.8K shares3.54%2026-03-312026-04-17

AMGN AMGEN INC6.3K shares16.32%2026-03-312026-04-17

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF64.9K shares1.78%2026-03-312026-04-17

QQQM INVESCO NASDAQ 100 ETF9.1K shares-4.65%2026-03-312026-04-17

FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF85.6K shares10.38%2026-03-312026-04-17

Sponsored

V VISA INC7.0K shares-1.33%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC COM29.2K shares30.79%2026-03-312026-04-17

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF44.5K shares2.93%2026-03-312026-04-17

DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF60.8K shares0.04%2026-03-312026-04-17

IYW ISHARES DJ US TECHNOLOGY11.2K shares3.29%2026-03-312026-04-17

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF29.7K shares-2.16%2026-03-312026-04-17

EATON CORP PLC SHS EATON CORP PLC SHS5.7K shares1.93%2026-03-312026-04-17

MUB ISHARES AMT-FREE MUNI BOND ETF19.0K shares0.09%2026-03-312026-04-17

Sponsored

WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND70.8K shares4.08%2026-03-312026-04-17

VONE VANGUARD RUSSELL 1000 ETF6.8K shares-17.18%2026-03-312026-04-17

NEE NEXTERA ENERGY INC COM21.5K shares21.91%2026-03-312026-04-17

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF20.8K shares-8.39%2026-03-312026-04-17

VV VANGUARD LARGE CAP6.5K shares-6.17%2026-03-312026-04-17

IR INGERSOLL RAND INC COM24.4K shares3.21%2026-03-312026-04-17

TBIL F/M US TREASURY 3 MONTH BILL FUND38.5K shares-33.28%2026-03-312026-04-17

HD HOME DEPOT5.8K shares-0.69%2026-03-312026-04-17

Sponsored

DGT STATE STREET SPDR GLOBAL DOW ETF11.2K shares-2.52%2026-03-312026-04-17

GOVT ISHARES U.S. TREASURY BOND ETF82.5K shares-0.84%2026-03-312026-04-17

MELI MERCADOLIBRE INC1.1K shares5.54%2026-03-312026-04-17

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF40.4K shares-4.52%2026-03-312026-04-17

VEU VANGUARD FTSE ALL-WORLD EX-US24.7K shares-7.97%2026-03-312026-04-17

PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY40.1K shares0.00%2026-03-312026-04-17

VNQ VANGUARD REIT INDEX ETF20.4K shares735.00%2026-03-312026-04-17

TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF49.5K shares-2.06%2026-03-312026-04-17

Sponsored

PEY POWERSHARES HY DIVIDEND ACHIEVERS81.8K shares-43.78%2026-03-312026-04-17

IVE ISHARES S&P 500 VALUE ETF8.3K shares-2.31%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC CL A11.5K shares-24.96%2026-03-312026-04-17

SYK STRYKER CORP5.1K shares-0.43%2026-03-312026-04-17

AES AES CORP COM117.9K shares-0.49%2026-03-312026-04-17

HON HONEYWELL INTL INC7.3K shares-13.00%2026-03-312026-04-17

VIG VANGUARD DIVIDEND APPRECIATION ETF7.7K shares-9.66%2026-03-312026-04-17

GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK23.0K shares-6.68%2026-03-312026-04-17

Sponsored

SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF41.3K shares11.32%2026-03-312026-04-17

IBM INTL BUSINESS MACHINES6.5K shares-0.37%2026-03-312026-04-17

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF33.0K shares-12.02%2026-03-312026-04-17

XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD14.1K shares-5.03%2026-03-312026-04-17

XLU UTILITIES SELECT SECTOR SPDR33.1K shares7.58%2026-03-312026-04-17

IWB ISHARES TR RUSSELL 1000 INDEX ETF4.2K shares-12.63%2026-03-312026-04-17

DE DEERE & CO COM2.7K shares-8.35%2026-03-312026-04-17

CVS CVS HEALTH CORP COM20.7K shares-0.58%2026-03-312026-04-17

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UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF31.4K shares-10.60%2026-03-312026-04-17

XEL XCEL ENERGY INC COM18.5K shares-2.58%2026-03-312026-04-17

MO ALTRIA GROUP INC COM22.3K shares-0.50%2026-03-312026-04-17

LOW LOWES COS INC COM6.2K shares1.64%2026-03-312026-04-17

XLV HEALTH CARE SELECT SECTOR SPDR10.0K shares-3.92%2026-03-312026-04-17

IVW ISHARES S&P 500 GROWTH ETF12.9K shares-1.22%2026-03-312026-04-17

MCD MCDONALDS CORP COM4.7K shares-6.45%2026-03-312026-04-17

VOE VANGUARD MID-CAP VALUE ETF7.9K shares-0.91%2026-03-312026-04-17

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KMI KINDER MORGAN INC42.5K shares-0.72%2026-03-312026-04-17

PWR QUANTA SERVICES INC2.6K shares-1.00%2026-03-312026-04-17

JCPB JPMORGAN CORE PLUS BOND ETF30.0K shares55.29%2026-03-312026-04-17

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW6.6K shares0.09%2026-03-312026-04-17

BKH BLACK HILLS CORP COM20.2K shares1.28%2026-03-312026-04-17

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF50.2K shares1.45%2026-03-312026-04-17

CSCO CISCO SYS INC17.7K shares-0.65%2026-03-312026-04-17

EXC EXELON CORP COM28.0K shares3.50%2026-03-312026-04-17

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AMD ADVANCED MICRO DEVICES INC COM6.7K shares4.10%2026-03-312026-04-17

VONG VANGUARD RUSSELL 1000 GROWTH ETF12.4K shares-15.31%2026-03-312026-04-17

ABBV ABBVIE INC COM6.2K shares-2.94%2026-03-312026-04-17

WFC WELLS FARGO & CO COM16.8K shares-6.58%2026-03-312026-04-17

COWZ PACER US CASH COWS 100 ETF20.9K shares-7.42%2026-03-312026-04-17

PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER30.1K shares-1.72%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC10.7K shares-5.28%2026-03-312026-04-17

VRTX VERTEX PHARMACEUTICALS IN2.9K shares26.28%2026-03-312026-04-17

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ORCL ORACLE CORPORATION8.5K shares-1.84%2026-03-312026-04-17

PNC PNC FINL SVCS GROUP INC COM6.0K shares-1.14%2026-03-312026-04-17

KO COCA COLA CO COM16.2K shares-2.70%2026-03-312026-04-17

SCHG SCHWAB US LARGE CAP GROWTH ETF42.1K shares2.69%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS24.3K shares-17.06%2026-03-312026-04-17

GDX MARKET VECTORS GOLD MINERS INDEX ETF13.3K shares0.19%2026-03-312026-04-17

FVD FIRST TRUST VALUE LINE DIVIDEND FUND25.8K shares-2.66%2026-03-312026-04-17

SO SOUTHERN CO COM12.6K shares-3.33%2026-03-312026-04-17

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NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL22.2K shares0.00%2026-03-312026-04-17

PKG PACKAGING CORP AMER COM5.7K shares-0.82%2026-03-312026-04-17

GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE30.0K shares0.00%2026-03-312026-04-17

IJR ISHARES S&P SMALLCAP 600 ETF9.5K shares8.75%2026-03-312026-04-17

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM3.4K shares0.44%2026-03-312026-04-17

PEP PEPSICO INC COM7.5K shares-4.27%2026-03-312026-04-17

ALL ALLSTATE CORP5.6K shares1.68%2026-03-312026-04-17

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF11.6K shares10.34%2026-03-312026-04-17

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GLW CORNING INC COM8.3K shares25.49%2026-03-312026-04-17

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR31.6K shares11.63%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC1.3K shares-18.75%2026-03-312026-04-17

IHI ISHARES U.S. MEDICAL DEVICES ETF20.9K shares-3.14%2026-03-312026-04-17

PH PARKER-HANNIFIN CORP COM1.2K shares-1.69%2026-03-312026-04-17

SCHA SCHWAB ETFS- US SMALL-CAP ETF37.0K shares0.69%2026-03-312026-04-17

SPMO INVESCO S&P 500 MOMENTUM ETF9.5K shares53.58%2026-03-312026-04-17

CR CRANE COMPANY COMMON STOCK6.2K shares0.62%2026-03-312026-04-17

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FBCV FIDELITY BLUE CHIP VALUE ETF29.0K shares9.98%2026-03-312026-04-17

ECG EVERUS CONSTR GROUP COM8.8K shares0.31%2026-03-312026-04-17

VONV VANGUARD RUSSELL 1000 VALUE ETF11.0K shares-19.29%2026-03-312026-04-17

AESR ANFIELD U.S. EQUITY SECTOR ROTATION ETF61.1K shares1.32%2026-03-312026-04-17

ACGL ARCH CAP GROUP LTD ORD10.6K shares20.20%2026-03-312026-04-17

CITIGROUP INC CITIGROUP INC8.9K shares-7.08%2026-03-312026-04-17

EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY29.7K shares0.02%2026-03-312026-04-17

NFLX NETFLIX COM INC10.5K shares-26.65%2026-03-312026-04-17

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CGCP CAPITAL GROUP CORE PLUS INCOME ETF45.1K shares-43.57%2026-03-312026-04-17

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR18.0K shares-2.64%2026-03-312026-04-17

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS2.5K shares-7.81%2026-03-312026-04-17

TDG TRANSDIGM GROUP INC COM DELAWARE853 shares-0.47%2026-03-312026-04-17

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF19.3K shares-0.01%2026-03-312026-04-17

MOAT VANECK MORNINGSTAR WIDE MOAT ETF9.8K shares-2.56%2026-03-312026-04-17

MLPA GLOBAL X MLP ETF17.5K shares2.31%2026-03-312026-04-17

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF12.0K shares-2.70%2026-03-312026-04-17

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XLE ENERGY SELECT SECTOR SPDR15.3K shares11.99%2026-03-312026-04-17

BLACKSTONE INC COM BLACKSTONE INC COM8.2K shares-8.39%2026-03-312026-04-17

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF9.9K shares-8.68%2026-03-312026-04-17

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF18.9K shares0.96%2026-03-312026-04-17

BAC BANK OF AMER CORP COM18.9K shares-5.30%2026-03-312026-04-17

ZNOV INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER34.5K shares0.00%2026-03-312026-04-17

PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER21.3K shares0.00%2026-03-312026-04-17

IWO ISHARES RUSSELL 2000 GROWTH ETF2.9K shares-3.65%2026-03-312026-04-17

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SCHV SCHWAB US LARGE CAP VALUE ETF29.4K shares0.87%2026-03-312026-04-17

KBWB INVESCO KBW BANK ETF11.3K shares-1.72%2026-03-312026-04-17

SPGI S&P GLOBAL INC COM2.1K shares-6.32%2026-03-312026-04-17

VRT VERTIV HOLDINGS CO COM CL A3.6K shares319.37%2026-03-312026-04-17

JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF11.7K shares5.44%2026-03-312026-04-17

DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF21.4K shares-20.31%2026-03-312026-04-17

IJK ISHARES S&P MIDCAP 400 GROWTH INDEX8.7K shares-4.74%2026-03-312026-04-17

PFE PFIZER INC COM31.2K shares-17.47%2026-03-312026-04-17

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MS MORGAN STANLEY COM NEW5.3K shares0.11%2026-03-312026-04-17

ALB-PA ALBEMARLE CORP 7.25 DEP SHS A12.1K shares2.64%2026-03-312026-04-17

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF12.2K shares-0.38%2026-03-312026-04-17

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW6.6K shares-0.48%2026-03-312026-04-17

T AT&T INC COM29.7K shares-4.62%2026-03-312026-04-17

SHW SHERWIN WILLIAMS CO COM2.7K shares-6.78%2026-03-312026-04-17

TMSL T. ROWE PRICE SMALL-MID CAP ETF23.1K shares0.46%2026-03-312026-04-17

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF12.7K shares6.92%2026-03-312026-04-17

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VTEB VANGUARD TAX-EXEMPT BOND ETF16.7K shares21.89%2026-03-312026-04-17

NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT58.0K shares0.63%2026-03-312026-04-17

MPB MID PENN BANCORP INC COM25.9K shares0.00%2026-03-312026-04-17

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF32.3K shares-0.21%2026-03-312026-04-17

FTCS FIRST TRUST CAPITAL STRENGTH ETF8.8K shares-12.10%2026-03-312026-04-17

IWD ISHARES RUSSELL 1000 VALUE ETF3.8K shares-7.45%2026-03-312026-04-17

CBOE CBOE GLOBAL MKTS INC COM2.9K shares0.14%2026-03-312026-04-17

SCHB SCHWAB ETFS- US BROAD MARKET ETF31.8K shares-0.34%2026-03-312026-04-17

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XLF FINANCIAL SELECT SECTOR SPDR15.9K shares-1.28%2026-03-312026-04-17

TFI SPDR MUNICIPAL BOND ETF17.1K shares-0.36%2026-03-312026-04-17

CB CHUBB LTD SWITZ COM2.3K shares-0.26%2026-03-312026-04-17

AMAT APPLIED MATLS INC COM2.2K shares2.21%2026-03-312026-04-17

FN FABRINET SHS1.4K shares-6.93%2026-03-312026-04-17

BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF15.3K shares57.64%2026-03-312026-04-17

CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF22.2K shares-5.85%2026-03-312026-04-17

UFEB INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY20.6K shares0.00%2026-03-312026-04-17

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THYF T. ROWE PRICE U.S. HIGH YIELD ETF14.6K shares-5.98%2026-03-312026-04-17

MEDTRONIC PLC SHS MEDTRONIC PLC SHS8.5K shares0.05%2026-03-312026-04-17

VBK VANGUARD SMALL-CAP GROWTH ETF2.4K shares3.27%2026-03-312026-04-17

HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF9.1K shares-9.35%2026-03-312026-04-17

PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER17.7K shares0.00%2026-03-312026-04-17

ACA ARCOSA INC COM6.8K shares-1.28%2026-03-312026-04-17

COIN COINBASE GLOBAL INC COM CL A4.0K shares7.07%2026-03-312026-04-17

ESGU ISHARES ESG AWARE MSCI USA ETF5.0K shares27.29%2026-03-312026-04-17

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IWS ISHARES RUSSELL MIDCAP VALUE INDEX4.8K shares-2.58%2026-03-312026-04-17

ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY23.9K shares0.00%2026-03-312026-04-17

ICE INTERCONTINENTAL EXCHANGE INC COM4.4K shares-25.42%2026-03-312026-04-17

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ETH GRAYSCALE ETHEREUM STAKING MINI ETF34.6K shares27.29%2026-03-312026-04-17

MU MICRON TECHNOLOGY2.0K shares-7.21%2026-03-312026-04-17

CNQ CANADIAN NAT RES LTD MED TERM COM14.0K shares9.14%2026-03-312026-04-17

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SCMB SCHWAB MUNICIPAL BOND ETF26.5K shares-4.22%2026-03-312026-04-17

TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF13.5K shares0.54%2026-03-312026-04-17

AOA ISHARES TR S&P AGGRESSIVE ALLOCATION FD7.6K shares-6.50%2026-03-312026-04-17

IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL21.1K shares0.00%2026-03-312026-04-17

HFSI HARTFORD STRATEGIC INCOME ETF19.2K shares2.18%2026-03-312026-04-17

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF14.4K shares-0.37%2026-03-312026-04-17

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SLV ISHARES SILVER TRUST ETF9.6K shares-38.34%2026-03-312026-04-17

NNOV INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER23.5K shares-8.24%2026-03-312026-04-17

DTE DTE ENERGY CO COM4.5K shares47.99%2026-03-312026-04-17

LNG CHENIERE ENERGY INC COM NEW2.3K shares8.39%2026-03-312026-04-17

ARKB ARK 21SHARES BITCOIN ETF28.4K shares16.41%2026-03-312026-04-17

VTWO VANGUARD RUSSELL 2000 ETF6.3K shares-14.81%2026-03-312026-04-17

TW TRADEWEB MKTS INC CL A5.4K shares-12.06%2026-03-312026-04-17

KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL17.2K shares-0.05%2026-03-312026-04-17

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MSTR MICROSTRATEGY INC A NEW4.9K shares18.72%2026-03-312026-04-17

ASML ASML HLDG NV N Y REGISTRY SHS462 shares0.43%2026-03-312026-04-17

AOR ISHARES GROWTH ALLOCATION ETF9.5K shares-15.34%2026-03-312026-04-17

NFEB INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY22.2K shares0.00%2026-03-312026-04-17

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF11.7K shares-1.75%2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC628 shares15.87%2026-03-312026-04-17

SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF12.0K shares-0.03%2026-03-312026-04-17

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CGUS CAPITAL GROUP CORE EQUITY ETF15.6K shares-12.93%2026-03-312026-04-17

JAVA JPMORGAN ACTIVE VALUE ETF8.2K shares16.18%2026-03-312026-04-17

ENTG ENTEGRIS INC COM5.0K shares0.26%2026-03-312026-04-17

BITWISE CRYPTO INDUSTRY INNOVATORS ETF BITWISE CRYPTO INDUSTRY INNOVATORS ETF30.5K shares-5.46%2026-03-312026-04-17

JGRO JPMORGAN ACTIVE GROWTH ETF6.8K shares-3.66%2026-03-312026-04-17

NU NU HLDGS LTD ORD SHS CL A39.7K shares15.06%2026-03-312026-04-17

FI FISERV INC10.2K shares-1.45%2026-03-312026-04-17

WM WASTE MGMT INC DEL COM2.5K shares-1.20%2026-03-312026-04-17

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NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER10.0K shares-16.32%2026-03-312026-04-17

LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF13.9K shares11.36%2026-03-312026-04-17

ABRDN PHYSICAL GOLD SHARES ETF ABRDN PHYSICAL GOLD SHARES ETF12.6K shares-14.58%2026-03-312026-04-17

SNPS SYNOPSYS INC COM1.4K shares15.69%2026-03-312026-04-17

TOTALENERGIES SE ACT TOTALENERGIES SE ACT6.1K shares0.00%2026-03-312026-04-17

COP CONOCOPHILLIPS COM4.2K shares1.69%2026-03-312026-04-17

SMH VANECK SEMICONDUCTOR ETF1.4K shares-3.42%2026-03-312026-04-17

VT VANGUARD TOTAL WORLD STOCK ETF4.0K shares-34.46%2026-03-312026-04-17

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OSK OSHKOSH CORP COM3.7K shares-9.82%2026-03-312026-04-17

JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF8.4K shares4.60%2026-03-312026-04-17

BSX BOSTON SCIENTIFIC CORP8.7K shares48.66%2026-03-312026-04-17

STLD STEEL DYNAMICS INC COM3.0K shares-0.82%2026-03-312026-04-17

MKL MARKEL GROUP INC COM284 shares-1.39%2026-03-312026-04-17

FLDR FIDELITY LOW DURATION BOND FACTOR ETF10.8K sharesnew addition2026-03-312026-04-17

TXN TEXAS INSTRS INC COM2.8K shares-2.97%2026-03-312026-04-17

HOOD ROBINHOOD MKTS INC COM CL A7.8K shares-16.83%2026-03-312026-04-17

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FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF11.3K shares-0.23%2026-03-312026-04-17

VTWV VANGUARD RUSSELL 2000 VALUE ETF3.2K shares-4.37%2026-03-312026-04-17

CASY CASEYS GEN STORES INC COM739 shares-4.52%2026-03-312026-04-17

VDE VANGUARD ENERGY ETF3.1K shares22.63%2026-03-312026-04-17

POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER12.4K shares-27.68%2026-03-312026-04-17

TGT TARGET CORP COM4.4K shares11.73%2026-03-312026-04-17

KR KROGER CO COM7.4K shares-0.32%2026-03-312026-04-17

ISEP INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER16.2K shares0.00%2026-03-312026-04-17

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DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF12.5K shares-17.21%2026-03-312026-04-17

XLB MATERIALS SELECT SECTOR SPDR10.6K shares7.65%2026-03-312026-04-17

BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE11.5K shares0.00%2026-03-312026-04-17

NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY7.4K shares-12.18%2026-03-312026-04-17

WWD WOODWARD INC COM1.5K shares-3.12%2026-03-312026-04-17

BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY9.8K shares0.00%2026-03-312026-04-17

KNOV INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - NOVEMBER18.0K shares0.00%2026-03-312026-04-17

NLR VANECK URANIUM AND NUCLEAR ETF3.9K shares-3.31%2026-03-312026-04-17

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OEF ISHARES TR S&P 100 INDEX FUND1.6K shares-13.58%2026-03-312026-04-17

DIS DISNEY WALT CO COM5.3K shares-7.11%2026-03-312026-04-17

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF9.6K shares-0.52%2026-03-312026-04-17

SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD16.7K shares5.64%2026-03-312026-04-17

TRV TRAVELERS COMPANIES INC COM1.7K shares2.70%2026-03-312026-04-17

SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF8.4K shares10.82%2026-03-312026-04-17

ZAUG INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST18.6K shares-31.00%2026-03-312026-04-17

AEP AMERICAN ELEC PWR CO INC COM3.8K shares0.99%2026-03-312026-04-17

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VGT VANGUARD INFORMATION TECHNOLOGY ETF708 shares4.73%2026-03-312026-04-17

INOV INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF NOVEMBER14.1K shares0.00%2026-03-312026-04-17

ITA ISHARES TR DOW JONESUS AEROSPACE & DEF2.2K shares-7.35%2026-03-312026-04-17

IVOO VANGUARD S&P MID-CAP 400 ETF4.3K shares0.02%2026-03-312026-04-17

WPM WHEATON PRECIOUS METALS CORP COM3.7K shares-0.16%2026-03-312026-04-17

EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL16.2K shares0.00%2026-03-312026-04-17

RSG REPUBLIC SVCS INC COM2.2K shares5.37%2026-03-312026-04-17

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND4.8K shares25.79%2026-03-312026-04-17

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CTVA CORTEVA INC COM5.7K shares2.43%2026-03-312026-04-17

HIG HARTFORD FINL SVCS GROUP INC3.5K shares2.75%2026-03-312026-04-17

FBTC FIDELITY WISE ORIGIN BITCOIN FUND8.0K shares-15.43%2026-03-312026-04-17

APG API GROUP CORP COM STK11.7K shares0.16%2026-03-312026-04-17

IWR ISHARES TR RUSSELL MIDCAP INDEX FD4.9K shares5.52%2026-03-312026-04-17

VXF VANGUARD EXTENDED MARKET ETF2.3K shares-3.87%2026-03-312026-04-17

DGRO ISHARES CORE DIVIDEND GROWTH ETF6.7K shares5.11%2026-03-312026-04-17

DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF14.0K shares0.00%2026-03-312026-04-17

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BSV VANGUARD SHORT TERM BOND5.9K shares16.23%2026-03-312026-04-17

CTAS CINTAS CORP COM2.7K shares-0.94%2026-03-312026-04-17

ENB ENBRIDGE INC COM8.5K shares-9.81%2026-03-312026-04-17

MBB ISHARES MBS BOND ETF4.8K shares-1.22%2026-03-312026-04-17

BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR21.0K shares0.00%2026-03-312026-04-17

KNF KNIFE RIVER CORP COMMON STOCK5.5K shares-12.32%2026-03-312026-04-17

UNP UNION PAC CORP COM1.9K shares-7.13%2026-03-312026-04-17

EME EMCOR GROUP INC601 shares0.00%2026-03-312026-04-17

Sponsored

LYB LYONDELLBASELL INDUSTRIES NV SHS - A -5.5K shares21.21%2026-03-312026-04-17

INTC INTEL CORP COM10.0K shares5.92%2026-03-312026-04-17

SCHE SCHWAB EMERGING MARKET EQ ETF13.3K shares1.96%2026-03-312026-04-17

FIX COMFORT SYS USA INC COM316 shares0.00%2026-03-312026-04-17

EFV ISHARES MSCI EAFE VALUE INDEX ETF5.9K shares-6.70%2026-03-312026-04-17

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF9.3K shares-12.39%2026-03-312026-04-17

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM3.7K shares0.84%2026-03-312026-04-17

BA BOEING CO COM2.2K shares14.76%2026-03-312026-04-17

Sponsored

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF6.7K shares0.00%2026-03-312026-04-17

FEGE FIRST EAGLE GLOBAL EQUITY ETF9.1K shares12834.29%2026-03-312026-04-17

USMV ISHARES MSCI USA MIN VOL FACTOR ETF4.6K shares0.35%2026-03-312026-04-17

SILJ AMPLIFY JUNIOR SILVER MINERS ETF14.0K shares-0.96%2026-03-312026-04-17

SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF4.3K shares3.05%2026-03-312026-04-17

SDY SPDR SER TR S&P DIVID ETF2.8K shares4.14%2026-03-312026-04-17

APP APPLOVIN CORP COM CL A1.0K shares0.00%2026-03-312026-04-17

SGDM SPROTT GOLD MINERS ETF5.4K shares28.44%2026-03-312026-04-17

Sponsored

HCA HCA HEALTHCARE INC COM860 shares-0.69%2026-03-312026-04-17

QTPI NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF16.0K shares12.80%2026-03-312026-04-17

PRU PRUDENTIAL FINL INC4.1K shares-6.00%2026-03-312026-04-17

QCOM QUALCOMM INC3.1K shares-7.09%2026-03-312026-04-17

CMI CUMMINS INC COM741 shares0.82%2026-03-312026-04-17

JPIE JPMORGAN INCOME ETF8.5K shares0.90%2026-03-312026-04-17

PPLT ABRDN PHYSICAL PLATINUM SHARES ETF2.2K shares19.77%2026-03-312026-04-17

BP BP PLC SPONSORED ADR8.4K shares-5.36%2026-03-312026-04-17

Sponsored

TJX TJX COS INC NEW COM2.4K shares0.62%2026-03-312026-04-17

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN8.2K shares-15.54%2026-03-312026-04-17

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF6.6K shares-9.83%2026-03-312026-04-17

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST827 shares15.34%2026-03-312026-04-17

CRWD CROWDSTRIKE HLDGS INC CL A977 shares-34.61%2026-03-312026-04-17

CRSP CRISPR THERAPEUTICS AG NAMEN AKT8.0K shares16.12%2026-03-312026-04-17

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A1.9K shares2.02%2026-03-312026-04-17

DFSE DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF8.9K shares-13.26%2026-03-312026-04-17

Sponsored

MSI MOTOROLA SOLUTIONS INC COM NEW868 shares0.93%2026-03-312026-04-17

DSI ISHARES ESG MSCI KLD 400 ETF3.1K shares-39.45%2026-03-312026-04-17

ADI ANALOG DEVICES INC COM1.2K shares-1.51%2026-03-312026-04-17

EAOR ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF10.7K shares83.59%2026-03-312026-04-17

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF4.1K shares34.90%2026-03-312026-04-17

ECL ECOLAB INC COM1.4K shares-1.21%2026-03-312026-04-17

DAL DELTA AIR LINES INC DEL CMN5.5K shares96.04%2026-03-312026-04-17

IYG ISHARES US FINANCIAL SERVICES ETF4.4K shares-0.69%2026-03-312026-04-17

Sponsored

ESGD ISHARES ESG AWARE MSCI EAFE ETF3.8K shares26.42%2026-03-312026-04-17

GRAB GRAB HOLDINGS LIMITED CLASS A ORD100.1K shares3.24%2026-03-312026-04-17

EEM ISHARES MSCI EMERGING MARKETS ETF6.4K shares21.07%2026-03-312026-04-17

XLP CONSUMER STAPLES SELECT SECTOR SPDR4.4K shares29.22%2026-03-312026-04-17

FDX FEDEX CORP1.0K shares1.70%2026-03-312026-04-17

AKRE FOCUS ETF AKRE FOCUS ETF6.9K shares3.76%2026-03-312026-04-17

FCX FREEPORT MCMORAN COPPER6.2K shares-5.99%2026-03-312026-04-17

IWP ISHARES RUSSELL MID-CAP GROWTH ETF2.8K shares0.68%2026-03-312026-04-17

Sponsored

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM3.6K shares4.53%2026-03-312026-04-17

ADFI ANFIELD DYNAMIC FIXED INCOME ETF42.2K shares0.48%2026-03-312026-04-17

GM GENERAL MOTORS CORP4.8K shares-4.67%2026-03-312026-04-17

PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH8.0K shares19.58%2026-03-312026-04-17

LHX L3HARRIS TECHNOLOGIES INC COM1.0K shares3.62%2026-03-312026-04-17

FTBD FIDELITY TACTICAL BOND ETF7.2K sharesnew addition2026-03-312026-04-17

VTWG VANGUARD RUSSELL 2000 GROWTH ETF1.5K shares-2.58%2026-03-312026-04-17

VSGX VANGUARD ESG INTERNATIONAL STOCK ETF4.9K shares41.10%2026-03-312026-04-17

Sponsored

AWI ARMSTRONG WORLD INDS INC NEW COM2.1K shares-4.31%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF9.0K shares35.96%2026-03-312026-04-17

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF2.9K shares-1.29%2026-03-312026-04-17

SBUX STARBUCKS CORP3.8K shares-11.82%2026-03-312026-04-17

DIVB ISHARES CORE DIVIDEND ETF6.4K shares7.55%2026-03-312026-04-17

PDI PIMCO DYNAMIC INCOMEFD SHS20.0K sharesnew addition2026-03-312026-04-17

ZSEP INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER12.8K shares0.00%2026-03-312026-04-17

RDDT REDDIT INC CL A2.5K shares0.59%2026-03-312026-04-17

Sponsored

DBC DB COMMODITY INDEX TRACKING11.7K shares0.00%2026-03-312026-04-17

USB US BANCORP COM NEW6.5K shares-30.25%2026-03-312026-04-17

GIS GENERAL MILLS INC COM9.1K shares16.45%2026-03-312026-04-17

TT TRANE TECHNOLOGIES PLC SHS808 shares0.50%2026-03-312026-04-17

VOX VANGUARD COMMUNICATION SERVICES ETF1.9K shares-1.32%2026-03-312026-04-17

ADBE ADOBE SYS INC1.4K shares-19.49%2026-03-312026-04-17

QUAL ISHARES MSCI USA QUALITY FACTOR ETF1.7K shares-1.30%2026-03-312026-04-17

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND6.4K shares5.93%2026-03-312026-04-17

Sponsored

CAVA CAVA GROUP INC COM4.1K shares1.48%2026-03-312026-04-17

NSC NORFOLK SOUTHERN CRP1.2K shares67.24%2026-03-312026-04-17

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF7.0K shares-4.62%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC COM NEW716 shares-37.79%2026-03-312026-04-17

IWN ISHARES RUSSELL 2000 VALUE1.7K shares-0.17%2026-03-312026-04-17

SMLV STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF2.4K shares517.27%2026-03-312026-04-17

VFMO VANGUARD U.S. MOMENTUM FACTOR ETF1.7K shares4.00%2026-03-312026-04-17

IWV ISHARES RUSSELL 3000 ETF884 shares0.11%2026-03-312026-04-17

Sponsored

TRUP TRUPANION INC COM12.8K shares-13.48%2026-03-312026-04-17

VALE VALE S A SPONSORED ADS20.6K shares4.69%2026-03-312026-04-17

ARKK ARK INNOVATION ETF4.8K shares5.53%2026-03-312026-04-17

STRV STRIVE 500 ETF7.7K shares52.32%2026-03-312026-04-17

IVV

ISHARES S&P 500 INDEX

6.20%

Shares143.4K

Event2026-03-31

Filed2026-04-17

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

15.03%

Shares1.1M

Event2026-03-31

Filed2026-04-17

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

4.58%

Shares1.2M

Event2026-03-31

Filed2026-04-17

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

8.05%

Shares802.0K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES AGGREGATE BOND ETF

1.99%

Shares338.2K

Event2026-03-31

Filed2026-04-17

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

4.07%

Shares1.1M

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

4.26%

Shares494.2K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-1.56%

Shares118.0K

Event2026-03-31

Filed2026-04-17

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

2.13%

Shares701.9K

Event2026-03-31

Filed2026-04-17

PVAL

PUTNAM FOCUSED LARGE CAP VALUE ETF

6.82%

Shares564.2K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD TOTAL STOCK MARKET ETF

5.58%

Shares81.3K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD ETF

-3.47%

Shares60.4K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES CORE S&P MID CAP ETF

21.83%

Shares381.3K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD GROWTH ETF

17.75%

Shares58.7K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-6.38%

Shares806.2K

Event2026-03-31

Filed2026-04-17

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

6.04%

Shares688.4K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT

-0.50%

Shares62.2K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION COM

-3.10%

Shares130.9K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD FTSE EMERGING MARKETS ETF

4.26%

Shares421.1K

Event2026-03-31

Filed2026-04-17

AFIF

ANFIELD UNIVERSAL FIXED INCOME ETF

1.57%

Shares2.3M

Event2026-03-31

Filed2026-04-17

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

5.77%

Shares259.0K

Event2026-03-31

Filed2026-04-17

SPY

SPDR S&P 500 ETF

0.01%

Shares30.1K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-8.17%

Shares130.2K

Event2026-03-31

Filed2026-04-17

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

12.61%

Shares172.5K

Event2026-03-31

Filed2026-04-17

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

11.87%

Shares248.5K

Event2026-03-31

Filed2026-04-17

CGGR

CAPITAL GROUP GROWTH ETF

-8.96%

Shares471.3K

Event2026-03-31

Filed2026-04-17

SCHO

SCHWAB SHORT TERM US TREASURY ETF

-1.28%

Shares780.2K

Event2026-03-31

Filed2026-04-17

VANGUARD S&P 500 ETF

15.40%

Shares31.2K

Event2026-03-31

Filed2026-04-17

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

-9.42%

Shares258.3K

Event2026-03-31

Filed2026-04-17

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

12.96%

Shares322.0K

Event2026-03-31

Filed2026-04-17

VANGUARD MID CAP

5.52%

Shares62.8K

Event2026-03-31

Filed2026-04-17

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

-0.89%

Shares419.1K

Event2026-03-31

Filed2026-04-17

CGCB

CAPITAL GROUP CORE BOND ETF

968.90%

Shares678.5K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD TOTAL BOND MARKET ETF

-33.96%

Shares220.5K

Event2026-03-31

Filed2026-04-17

VIOO

VANGUARD S&P SMALL-CAP 600 ETF

20.18%

Shares140.3K

Event2026-03-31

Filed2026-04-17

PAAA

PGIM AAA CLO ETF

17.85%

Shares304.1K

Event2026-03-31

Filed2026-04-17

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

35.37%

Shares161.0K

Event2026-03-31

Filed2026-04-17

Invesco QQQ Trust

-3.90%

Shares22.9K

Event2026-03-31

Filed2026-04-17

SHY

ISHARES 1-3 YR TREASURY BOND ETF

1.39%

Shares152.5K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES MSCI EAFE ETF

14.71%

Shares127.8K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON.COM INC

-2.01%

Shares58.0K

Event2026-03-31

Filed2026-04-17

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

18.79%

Shares280.6K

Event2026-03-31

Filed2026-04-17

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

4.39%

Shares337.0K

Event2026-03-31

Filed2026-04-17

VANGUARD SMALL CAP ETF

4.83%

Shares39.5K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO COM

0.18%

Shares34.7K

Event2026-03-31

Filed2026-04-17

CGCV

CAPITAL GROUP CONSERVATIVE EQUITY ETF

820.37%

Shares341.8K

Event2026-03-31

Filed2026-04-17

WTRG

ESSENTIAL UTILS INC COM

-0.13%

Shares232.7K

Event2026-03-31

Filed2026-04-17

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

7.31%

Shares251.9K

Event2026-03-31

Filed2026-04-17

ISHARES GOLD TRUST ETF

-0.50%

Shares99.7K

Event2026-03-31

Filed2026-04-17

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

3.80%

Shares79.2K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP COM

-40.31%

Shares51.7K

Event2026-03-31

Filed2026-04-17

META

META PLATFORMS INC CL A

-3.48%

Shares15.2K

Event2026-03-31

Filed2026-04-17

CGBL

CAPITAL GROUP CORE BALANCED ETF

416.70%

Shares241.7K

Event2026-03-31

Filed2026-04-17

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

5.14%

Shares137.9K

Event2026-03-31

Filed2026-04-17

SOXX

ISHARES SEMICONDUCTOR ETF

0.92%

Shares24.9K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

2.98%

Shares106.1K

Event2026-03-31

Filed2026-04-17

BIL

SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF

11.23%

Shares78.8K

Event2026-03-31

Filed2026-04-17

GOOGLE INC

-1.96%

Shares24.5K

Event2026-03-31

Filed2026-04-17

JBND

JPMORGAN ACTIVE BOND ETF

2945.03%

Shares130.6K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

-4.64%

Shares20.7K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORP

-6.06%

Shares7.0K

Event2026-03-31

Filed2026-04-17

JMUB

JPMORGAN MUNICIPAL ETF

24.41%

Shares134.7K

Event2026-03-31

Filed2026-04-17

NJAN

INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY

-11.60%

Shares125.5K

Event2026-03-31

Filed2026-04-17

FDVV

FIDELITY HIGH DIVIDEND ETF

1.83%

Shares121.0K

Event2026-03-31

Filed2026-04-17

HYGH

ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF

1.87%

Shares77.5K

Event2026-03-31

Filed2026-04-17

FMDE

FIDELITY ENHANCED MID CAP ETF

5.30%

Shares182.7K

Event2026-03-31

Filed2026-04-17

JEPQ

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

-25.54%

Shares116.5K

Event2026-03-31

Filed2026-04-17

CEFS

SABA CLOSED END FUNDS ETF

2.07%

Shares281.4K

Event2026-03-31

Filed2026-04-17

BKLN

POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC

2.94%

Shares307.7K

Event2026-03-31

Filed2026-04-17

PFFA

VIRTUS INFRACAP U.S. PREFERRED STOCK ETF

3.09%

Shares304.9K

Event2026-03-31

Filed2026-04-17

REM

ISHARES MORTGAGE REAL ESTATE ETF

2.33%

Shares288.5K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA MOTORS INC

-3.16%

Shares16.5K

Event2026-03-31

Filed2026-04-17

ARDC

ARES DYNAMIC CR ALLOCATION FD COM

3.70%

Shares503.0K

Event2026-03-31

Filed2026-04-17

JBBB

JANUS HENDERSON B-BBB CLO ETF

3.00%

Shares128.5K

Event2026-03-31

Filed2026-04-17

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

4.92%

Shares140.4K

Event2026-03-31

Filed2026-04-17

SCHM

SCHWAB US MID-CAP ETF

4.13%

Shares190.5K

Event2026-03-31

Filed2026-04-17

SEIX

VIRTUS SEIX SENIOR LOAN ETF

3.80%

Shares251.1K

Event2026-03-31

Filed2026-04-17

DFGR

DIMENSIONAL GLOBAL REAL ESTATE ETF

5.99%

Shares215.4K

Event2026-03-31

Filed2026-04-17

ALPHABET INC CAP STK CL C

6.24%

Shares19.0K

Event2026-03-31

Filed2026-04-17

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

6.35%

Shares136.4K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL CL B NEW

-0.04%

Shares10.9K

Event2026-03-31

Filed2026-04-17

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

19.99%

Shares66.9K

Event2026-03-31

Filed2026-04-17

SHOP

SHOPIFY INC CL A SUB VTG SHS

8.74%

Shares41.0K

Event2026-03-31

Filed2026-04-17

RWL

INVESCO S&P 500 REVENUE ETF

0.64%

Shares42.2K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE COM NEW

-4.42%

Shares16.7K

Event2026-03-31

Filed2026-04-17

TMO

THERMO FISHER SCIENTIFIC INC COM

-0.33%

Shares9.5K

Event2026-03-31

Filed2026-04-17

BANK NEW YORK MELLON CORP COM

-5.99%

Shares39.0K

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.31%

Shares185.7K

Event2026-03-31

Filed2026-04-17

CARR

CARRIER GLOBAL CORPORATION COM

0.41%

Shares81.5K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC COM

-4.47%

Shares6.4K

Event2026-03-31

Filed2026-04-17

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

9.04%

Shares94.5K

Event2026-03-31

Filed2026-04-17

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

33.50%

Shares172.8K

Event2026-03-31

Filed2026-04-17

ABT

ABBOTT LABORATORIES COM

1.92%

Shares43.4K

Event2026-03-31

Filed2026-04-17

ARKW

ARK NEXT GENERATION INTERNET ETF

4.62%

Shares36.7K

Event2026-03-31

Filed2026-04-17

PHILIP MORRIS INTL INC

-2.53%

Shares26.7K

Event2026-03-31

Filed2026-04-17

JCI

JOHNSON CTLS INC

-1.72%

Shares33.3K

Event2026-03-31

Filed2026-04-17

NOC

NORTHROP GRUMMAN CORP COM

-1.13%

Shares6.4K

Event2026-03-31

Filed2026-04-17

BROADCOM INC COM

-5.62%

Shares13.5K

Event2026-03-31

Filed2026-04-17

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

6.52%

Shares47.3K

Event2026-03-31

Filed2026-04-17

IJAN

INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY

-0.69%

Shares111.7K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC COM

-2.07%

Shares32.2K

Event2026-03-31

Filed2026-04-17

GILD

GILEAD SCIENCES INC

-3.80%

Shares27.4K

Event2026-03-31

Filed2026-04-17

FRANKLIN MINNESOTA MUNICIPAL INCOME ETF

2.83%

Shares429.7K

Event2026-03-31

Filed2026-04-17

KJAN

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY

0.11%

Shares89.7K

Event2026-03-31

Filed2026-04-17

CGMU

CAPITAL GROUP MUNICIPAL INCOME ETF

14.11%

Shares136.6K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON COM

-1.57%

Shares15.1K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-7.78%

Shares8.6K

Event2026-03-31

Filed2026-04-17

IHE

ISHARES U.S. PHARMACEUTICALS ETF

2.46%

Shares41.0K

Event2026-03-31

Filed2026-04-17

FLOT

ISHARES FLOATING RATE BOND ETF

-2.14%

Shares68.1K

Event2026-03-31

Filed2026-04-17

DES

WISDOMTREE SMALLCAP DIVIDEND

16.35%

Shares95.6K

Event2026-03-31

Filed2026-04-17

MMIT

NYLI MACKAY MUNI INTERMEDIATE ETF

15.77%

Shares141.4K

Event2026-03-31

Filed2026-04-17

MMM

3M CO COM

-1.81%

Shares23.5K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION COM

-3.77%

Shares17.4K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES RUSSELL 2000 ETF

8.38%

Shares13.3K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD SMALL CAP VALUE ETF

-0.54%

Shares15.2K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD VALUE ETF

-2.09%

Shares16.4K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES CORE MSCI EAFE ETF

2.82%

Shares35.6K

Event2026-03-31

Filed2026-04-17

CNP

CENTERPOINT ENERGY INC COM

4.66%

Shares74.1K

Event2026-03-31

Filed2026-04-17

CME

CME GROUP INC COM

-4.47%

Shares10.8K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB STRATEGIC TR US LRG CAP ETF

24.09%

Shares123.9K

Event2026-03-31

Filed2026-04-17

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

0.68%

Shares50.4K

Event2026-03-31

Filed2026-04-17

OKE

ONEOK INC NEW COM

-0.20%

Shares32.7K

Event2026-03-31

Filed2026-04-17

JAAA

JANUS HENDERSON AAA CLO ETF

15.35%

Shares58.8K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR S&P 1500 INDEX FD

1.48%

Shares20.7K

Event2026-03-31

Filed2026-04-17

BUFZ

FT VEST LADDERED MODERATE BUFFER ETF

44.68%

Shares112.0K

Event2026-03-31

Filed2026-04-17

BBUS

JPMORGAN BETABUILDERS U.S. EQUITY ETF

5.56%

Shares25.1K

Event2026-03-31

Filed2026-04-17

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

-3.43%

Shares68.5K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

-41.28%

Shares4.8K

Event2026-03-31

Filed2026-04-17

JMHI

JPMORGAN HIGH YIELD MUNICIPAL ETF

-0.23%

Shares58.3K

Event2026-03-31

Filed2026-04-17

FBND

FIDELITY TOTAL BOND ETF

15.86%

Shares63.6K

Event2026-03-31

Filed2026-04-17

COF

CAPITAL ONE FINANCIAL CORP

-1.98%

Shares15.5K

Event2026-03-31

Filed2026-04-17

XLK

TECHNOLOGY SELECT SECTOR SPDR

-0.07%

Shares21.3K

Event2026-03-31

Filed2026-04-17

CEG

CONSTELLATION ENERGY CORP COM

12.01%

Shares10.1K

Event2026-03-31

Filed2026-04-17

GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT

-6.45%

Shares14.7K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO COM

-1.37%

Shares19.4K

Event2026-03-31

Filed2026-04-17

LINDE PLC SHS

-6.57%

Shares5.6K

Event2026-03-31

Filed2026-04-17

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

11.26%

Shares54.7K

Event2026-03-31

Filed2026-04-17

TCHP

T. ROWE PRICE BLUE CHIP GROWTH ETF

-3.31%

Shares62.9K

Event2026-03-31

Filed2026-04-17

BTI

BRITISH AMERICAN TOBACCO

-4.33%

Shares46.1K

Event2026-03-31

Filed2026-04-17

GSST

GOLDMAN SACHS ULTRA SHORT BOND ETF

-1.42%

Shares52.3K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION COM

-0.86%

Shares12.6K

Event2026-03-31

Filed2026-04-17

UNH

UNITEDHEALTH GROUP

-7.22%

Shares9.5K

Event2026-03-31

Filed2026-04-17

TE CONNECTIVITY LTD

-0.23%

Shares12.3K

Event2026-03-31

Filed2026-04-17

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

2.87%

Shares55.1K

Event2026-03-31

Filed2026-04-17

FIRSTENERGY CORP

17.06%

Shares49.5K

Event2026-03-31

Filed2026-04-17

GEV

GE VERNOVA INC COM

-0.90%

Shares2.9K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO COM

12.94%

Shares2.7K

Event2026-03-31

Filed2026-04-17

PAPR

INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL

0.00%

Shares62.7K

Event2026-03-31

Filed2026-04-17

MASTERCARD INC

-0.34%

Shares5.0K

Event2026-03-31

Filed2026-04-17

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

-0.17%

Shares9.9K

Event2026-03-31

Filed2026-04-17

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

2.67%

Shares50.8K

Event2026-03-31

Filed2026-04-17

ASTRAZENECA PLC ORD

New

Shares12.0K

Event2026-03-31

Filed2026-04-17

BMY

BRISTOL-MYERS SQUIBB CO COM

-1.91%

Shares38.7K

Event2026-03-31

Filed2026-04-17

APH

AMPHENOL CORP CL A

-2.82%

Shares18.1K

Event2026-03-31

Filed2026-04-17

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

-0.10%

Shares39.5K

Event2026-03-31

Filed2026-04-17

XLI

INDUSTRIAL SELECT SECTOR SPDR

3.54%

Shares13.8K

Event2026-03-31

Filed2026-04-17

AMGN

AMGEN INC

16.32%

Shares6.3K

Event2026-03-31

Filed2026-04-17

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

1.78%

Shares64.9K

Event2026-03-31

Filed2026-04-17

QQQM

INVESCO NASDAQ 100 ETF

-4.65%

Shares9.1K

Event2026-03-31

Filed2026-04-17

FLMI

FRANKLIN DYNAMIC MUNICIPAL BOND ETF

10.38%

Shares85.6K

Event2026-03-31

Filed2026-04-17

VISA INC

-1.33%

Shares7.0K

Event2026-03-31

Filed2026-04-17

UBER

UBER TECHNOLOGIES INC COM

30.79%

Shares29.2K

Event2026-03-31

Filed2026-04-17

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

2.93%

Shares44.5K

Event2026-03-31

Filed2026-04-17

DFIS

DIMENSIONAL INTERNATIONAL SMALL CAP ETF

0.04%

Shares60.8K

Event2026-03-31

Filed2026-04-17

IYW

ISHARES DJ US TECHNOLOGY

3.29%

Shares11.2K

Event2026-03-31

Filed2026-04-17

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

-2.16%

Shares29.7K

Event2026-03-31

Filed2026-04-17

EATON CORP PLC SHS

1.93%

Shares5.7K

Event2026-03-31

Filed2026-04-17

MUB

ISHARES AMT-FREE MUNI BOND ETF

0.09%

Shares19.0K

Event2026-03-31

Filed2026-04-17

WTAI

WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND

4.08%

Shares70.8K

Event2026-03-31

Filed2026-04-17

VONE

VANGUARD RUSSELL 1000 ETF

-17.18%

Shares6.8K

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC COM

21.91%

Shares21.5K

Event2026-03-31

Filed2026-04-17

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

-8.39%

Shares20.8K

Event2026-03-31

Filed2026-04-17

VANGUARD LARGE CAP

-6.17%

Shares6.5K

Event2026-03-31

Filed2026-04-17

INGERSOLL RAND INC COM

3.21%

Shares24.4K

Event2026-03-31

Filed2026-04-17

TBIL

F/M US TREASURY 3 MONTH BILL FUND

-33.28%

Shares38.5K

Event2026-03-31

Filed2026-04-17

HOME DEPOT

-0.69%

Shares5.8K

Event2026-03-31

Filed2026-04-17

DGT

STATE STREET SPDR GLOBAL DOW ETF

-2.52%

Shares11.2K

Event2026-03-31

Filed2026-04-17

GOVT

ISHARES U.S. TREASURY BOND ETF

-0.84%

Shares82.5K

Event2026-03-31

Filed2026-04-17

MELI

MERCADOLIBRE INC

5.54%

Shares1.1K

Event2026-03-31

Filed2026-04-17

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

-4.52%

Shares40.4K

Event2026-03-31

Filed2026-04-17

VEU

VANGUARD FTSE ALL-WORLD EX-US

-7.97%

Shares24.7K

Event2026-03-31

Filed2026-04-17

PJAN

INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY

0.00%

Shares40.1K

Event2026-03-31

Filed2026-04-17

VNQ

VANGUARD REIT INDEX ETF

735.00%

Shares20.4K

Event2026-03-31

Filed2026-04-17

TCAF

T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF

-2.06%

Shares49.5K

Event2026-03-31

Filed2026-04-17

PEY

POWERSHARES HY DIVIDEND ACHIEVERS

-43.78%

Shares81.8K

Event2026-03-31

Filed2026-04-17

IVE

ISHARES S&P 500 VALUE ETF

-2.31%

Shares8.3K

Event2026-03-31

Filed2026-04-17

PLTR

PALANTIR TECHNOLOGIES INC CL A

-24.96%

Shares11.5K

Event2026-03-31

Filed2026-04-17

SYK

STRYKER CORP

-0.43%

Shares5.1K

Event2026-03-31

Filed2026-04-17

AES

AES CORP COM

-0.49%

Shares117.9K

Event2026-03-31

Filed2026-04-17

HON

HONEYWELL INTL INC

-13.00%

Shares7.3K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-9.66%

Shares7.7K

Event2026-03-31

Filed2026-04-17

GEHC

GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK

-6.68%

Shares23.0K

Event2026-03-31

Filed2026-04-17

SDVY

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

11.32%

Shares41.3K

Event2026-03-31

Filed2026-04-17

IBM

INTL BUSINESS MACHINES

-0.37%

Shares6.5K

Event2026-03-31

Filed2026-04-17

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

-12.02%

Shares33.0K

Event2026-03-31

Filed2026-04-17

XLY

CONSUMER DISCRETIONARY SEL SECTOR SPDR FD

-5.03%

Shares14.1K

Event2026-03-31

Filed2026-04-17

XLU

UTILITIES SELECT SECTOR SPDR

7.58%

Shares33.1K

Event2026-03-31

Filed2026-04-17

IWB

ISHARES TR RUSSELL 1000 INDEX ETF

-12.63%

Shares4.2K

Event2026-03-31

Filed2026-04-17

DEERE & CO COM

-8.35%

Shares2.7K

Event2026-03-31

Filed2026-04-17

CVS

CVS HEALTH CORP COM

-0.58%

Shares20.7K

Event2026-03-31

Filed2026-04-17

UITB

VICTORYSHARES CORE INTERMEDIATE BOND ETF

-10.60%

Shares31.4K

Event2026-03-31

Filed2026-04-17

XEL

XCEL ENERGY INC COM

-2.58%

Shares18.5K

Event2026-03-31

Filed2026-04-17

ALTRIA GROUP INC COM

-0.50%

Shares22.3K

Event2026-03-31

Filed2026-04-17

LOW

LOWES COS INC COM

1.64%

Shares6.2K

Event2026-03-31

Filed2026-04-17

XLV

HEALTH CARE SELECT SECTOR SPDR

-3.92%

Shares10.0K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES S&P 500 GROWTH ETF

-1.22%

Shares12.9K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP COM

-6.45%

Shares4.7K

Event2026-03-31

Filed2026-04-17

VOE

VANGUARD MID-CAP VALUE ETF

-0.91%

Shares7.9K

Event2026-03-31

Filed2026-04-17

KMI

KINDER MORGAN INC

-0.72%

Shares42.5K

Event2026-03-31

Filed2026-04-17

PWR

QUANTA SERVICES INC

-1.00%

Shares2.6K

Event2026-03-31

Filed2026-04-17

JCPB

JPMORGAN CORE PLUS BOND ETF

55.29%

Shares30.0K

Event2026-03-31

Filed2026-04-17

LAM RESEARCH CORP COM NEW

0.09%

Shares6.6K

Event2026-03-31

Filed2026-04-17

BKH

BLACK HILLS CORP COM

1.28%

Shares20.2K

Event2026-03-31

Filed2026-04-17

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

1.45%

Shares50.2K

Event2026-03-31

Filed2026-04-17

CSCO

CISCO SYS INC

-0.65%

Shares17.7K

Event2026-03-31

Filed2026-04-17

EXC

EXELON CORP COM

3.50%

Shares28.0K

Event2026-03-31

Filed2026-04-17

AMD

ADVANCED MICRO DEVICES INC COM

4.10%

Shares6.7K

Event2026-03-31

Filed2026-04-17

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

-15.31%

Shares12.4K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC COM

-2.94%

Shares6.2K

Event2026-03-31

Filed2026-04-17

WFC

WELLS FARGO & CO COM

-6.58%

Shares16.8K

Event2026-03-31

Filed2026-04-17

COWZ

PACER US CASH COWS 100 ETF

-7.42%

Shares20.9K

Event2026-03-31

Filed2026-04-17

PSEP

INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER

-1.72%

Shares30.1K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

-5.28%

Shares10.7K

Event2026-03-31

Filed2026-04-17

VRTX

VERTEX PHARMACEUTICALS IN

26.28%

Shares2.9K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORPORATION

-1.84%

Shares8.5K

Event2026-03-31

Filed2026-04-17

PNC

PNC FINL SVCS GROUP INC COM

-1.14%

Shares6.0K

Event2026-03-31

Filed2026-04-17

COCA COLA CO COM

-2.70%

Shares16.2K

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB US LARGE CAP GROWTH ETF

2.69%

Shares42.1K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS

-17.06%

Shares24.3K

Event2026-03-31

Filed2026-04-17

GDX

MARKET VECTORS GOLD MINERS INDEX ETF

0.19%

Shares13.3K

Event2026-03-31

Filed2026-04-17

FVD

FIRST TRUST VALUE LINE DIVIDEND FUND

-2.66%

Shares25.8K

Event2026-03-31

Filed2026-04-17

SOUTHERN CO COM

-3.33%

Shares12.6K

Event2026-03-31

Filed2026-04-17

NAPR

INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL

0.00%

Shares22.2K

Event2026-03-31

Filed2026-04-17

PKG

PACKAGING CORP AMER COM

-0.82%

Shares5.7K

Event2026-03-31

Filed2026-04-17

GJUN

FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES S&P SMALLCAP 600 ETF

8.75%

Shares9.5K

Event2026-03-31

Filed2026-04-17

GENERAL DYNAMICS CORP COM

0.44%

Shares3.4K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC COM

-4.27%

Shares7.5K

Event2026-03-31

Filed2026-04-17

ALL

ALLSTATE CORP

1.68%

Shares5.6K

Event2026-03-31

Filed2026-04-17

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

10.34%

Shares11.6K

Event2026-03-31

Filed2026-04-17

GLW

CORNING INC COM

25.49%

Shares8.3K

Event2026-03-31

Filed2026-04-17

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

11.63%

Shares31.6K

Event2026-03-31

Filed2026-04-17

GOLDMAN SACHS GROUP INC

-18.75%

Shares1.3K

Event2026-03-31

Filed2026-04-17

IHI

ISHARES U.S. MEDICAL DEVICES ETF

-3.14%

Shares20.9K

Event2026-03-31

Filed2026-04-17

PARKER-HANNIFIN CORP COM

-1.69%

Shares1.2K

Event2026-03-31

Filed2026-04-17

SCHA

SCHWAB ETFS- US SMALL-CAP ETF

0.69%

Shares37.0K

Event2026-03-31

Filed2026-04-17

SPMO

INVESCO S&P 500 MOMENTUM ETF

53.58%

Shares9.5K

Event2026-03-31

Filed2026-04-17

CRANE COMPANY COMMON STOCK

0.62%

Shares6.2K

Event2026-03-31

Filed2026-04-17

FBCV

FIDELITY BLUE CHIP VALUE ETF

9.98%

Shares29.0K

Event2026-03-31

Filed2026-04-17

ECG

EVERUS CONSTR GROUP COM

0.31%

Shares8.8K

Event2026-03-31

Filed2026-04-17

VONV

VANGUARD RUSSELL 1000 VALUE ETF

-19.29%

Shares11.0K

Event2026-03-31

Filed2026-04-17

AESR

ANFIELD U.S. EQUITY SECTOR ROTATION ETF

1.32%

Shares61.1K

Event2026-03-31

Filed2026-04-17

ACGL

ARCH CAP GROUP LTD ORD

20.20%

Shares10.6K

Event2026-03-31

Filed2026-04-17

CITIGROUP INC

-7.08%

Shares8.9K

Event2026-03-31

Filed2026-04-17

EJAN

INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY

0.02%

Shares29.7K

Event2026-03-31

Filed2026-04-17

NFLX

NETFLIX COM INC

-26.65%

Shares10.5K

Event2026-03-31

Filed2026-04-17

CGCP

CAPITAL GROUP CORE PLUS INCOME ETF

-43.57%

Shares45.1K

Event2026-03-31

Filed2026-04-17

GSK PLC SPONSORED ADR

-2.64%

Shares18.0K

Event2026-03-31

Filed2026-04-17

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

-7.81%

Shares2.5K

Event2026-03-31

Filed2026-04-17

TDG

TRANSDIGM GROUP INC COM DELAWARE

-0.47%

Shares853

Event2026-03-31

Filed2026-04-17

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

-0.01%

Shares19.3K

Event2026-03-31

Filed2026-04-17

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

-2.56%

Shares9.8K

Event2026-03-31

Filed2026-04-17

MLPA

GLOBAL X MLP ETF

2.31%

Shares17.5K

Event2026-03-31

Filed2026-04-17

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

-2.70%

Shares12.0K

Event2026-03-31

Filed2026-04-17

XLE

ENERGY SELECT SECTOR SPDR

11.99%

Shares15.3K

Event2026-03-31

Filed2026-04-17

BLACKSTONE INC COM

-8.39%

Shares8.2K

Event2026-03-31

Filed2026-04-17

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

-8.68%

Shares9.9K

Event2026-03-31

Filed2026-04-17

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

0.96%

Shares18.9K

Event2026-03-31

Filed2026-04-17

BAC

BANK OF AMER CORP COM

-5.30%

Shares18.9K

Event2026-03-31

Filed2026-04-17

ZNOV

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER

0.00%

Shares34.5K

Event2026-03-31

Filed2026-04-17

PDEC

INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER

0.00%

Shares21.3K

Event2026-03-31

Filed2026-04-17

IWO

ISHARES RUSSELL 2000 GROWTH ETF

-3.65%

Shares2.9K

Event2026-03-31

Filed2026-04-17

SCHV

SCHWAB US LARGE CAP VALUE ETF

0.87%

Shares29.4K

Event2026-03-31

Filed2026-04-17

KBWB

INVESCO KBW BANK ETF

-1.72%

Shares11.3K

Event2026-03-31

Filed2026-04-17

SPGI

S&P GLOBAL INC COM

-6.32%

Shares2.1K

Event2026-03-31

Filed2026-04-17

VRT

VERTIV HOLDINGS CO COM CL A

319.37%

Shares3.6K

Event2026-03-31

Filed2026-04-17

JIRE

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

5.44%

Shares11.7K

Event2026-03-31

Filed2026-04-17

DFSU

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

-20.31%

Shares21.4K

Event2026-03-31

Filed2026-04-17

IJK

ISHARES S&P MIDCAP 400 GROWTH INDEX

-4.74%

Shares8.7K

Event2026-03-31

Filed2026-04-17

PFE

PFIZER INC COM

-17.47%

Shares31.2K

Event2026-03-31

Filed2026-04-17

MORGAN STANLEY COM NEW

0.11%

Shares5.3K

Event2026-03-31

Filed2026-04-17

ALB-PA

ALBEMARLE CORP 7.25 DEP SHS A

2.64%

Shares12.1K

Event2026-03-31

Filed2026-04-17

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

-0.38%

Shares12.2K

Event2026-03-31

Filed2026-04-17

DUKE ENERGY CORP NEW COM NEW

-0.48%

Shares6.6K

Event2026-03-31

Filed2026-04-17

AT&T INC COM

-4.62%

Shares29.7K

Event2026-03-31

Filed2026-04-17

SHW

SHERWIN WILLIAMS CO COM

-6.78%

Shares2.7K

Event2026-03-31

Filed2026-04-17

TMSL

T. ROWE PRICE SMALL-MID CAP ETF

0.46%

Shares23.1K

Event2026-03-31

Filed2026-04-17

VWOB

VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

6.92%

Shares12.7K

Event2026-03-31

Filed2026-04-17

VTEB

VANGUARD TAX-EXEMPT BOND ETF

21.89%

Shares16.7K

Event2026-03-31

Filed2026-04-17

NXP

NUVEEN SELECT TAX-FREE INCOME SH BEN INT

0.63%

Shares58.0K

Event2026-03-31

Filed2026-04-17

MPB

MID PENN BANCORP INC COM

0.00%

Shares25.9K

Event2026-03-31

Filed2026-04-17

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

-0.21%

Shares32.3K

Event2026-03-31

Filed2026-04-17

FTCS

FIRST TRUST CAPITAL STRENGTH ETF

-12.10%

Shares8.8K

Event2026-03-31

Filed2026-04-17

IWD

ISHARES RUSSELL 1000 VALUE ETF

-7.45%

Shares3.8K

Event2026-03-31

Filed2026-04-17

CBOE

CBOE GLOBAL MKTS INC COM

0.14%

Shares2.9K

Event2026-03-31

Filed2026-04-17

SCHB

SCHWAB ETFS- US BROAD MARKET ETF

-0.34%

Shares31.8K

Event2026-03-31

Filed2026-04-17

XLF

FINANCIAL SELECT SECTOR SPDR

-1.28%

Shares15.9K

Event2026-03-31

Filed2026-04-17

TFI

SPDR MUNICIPAL BOND ETF

-0.36%

Shares17.1K

Event2026-03-31

Filed2026-04-17

CHUBB LTD SWITZ COM

-0.26%

Shares2.3K

Event2026-03-31

Filed2026-04-17

AMAT

APPLIED MATLS INC COM

2.21%

Shares2.2K

Event2026-03-31

Filed2026-04-17

FABRINET SHS

-6.93%

Shares1.4K

Event2026-03-31

Filed2026-04-17

BUFF

INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF

57.64%

Shares15.3K

Event2026-03-31

Filed2026-04-17

CGIE

CAPITAL GROUP INTERNATIONAL EQUITY ETF

-5.85%

Shares22.2K

Event2026-03-31

Filed2026-04-17

UFEB

INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY

0.00%

Shares20.6K

Event2026-03-31

Filed2026-04-17

THYF

T. ROWE PRICE U.S. HIGH YIELD ETF

-5.98%

Shares14.6K

Event2026-03-31

Filed2026-04-17

MEDTRONIC PLC SHS

0.05%

Shares8.5K

Event2026-03-31

Filed2026-04-17

VBK

VANGUARD SMALL-CAP GROWTH ETF

3.27%

Shares2.4K

Event2026-03-31

Filed2026-04-17

HYG

ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF

-9.35%

Shares9.1K

Event2026-03-31

Filed2026-04-17

PNOV

INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER

0.00%

Shares17.7K

Event2026-03-31

Filed2026-04-17

ACA

ARCOSA INC COM

-1.28%

Shares6.8K

Event2026-03-31

Filed2026-04-17

COIN

COINBASE GLOBAL INC COM CL A

7.07%

Shares4.0K

Event2026-03-31

Filed2026-04-17

ESGU

ISHARES ESG AWARE MSCI USA ETF

27.29%

Shares5.0K

Event2026-03-31

Filed2026-04-17

IWS

ISHARES RUSSELL MIDCAP VALUE INDEX

-2.58%

Shares4.8K

Event2026-03-31

Filed2026-04-17

ZJUL

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY

0.00%

Shares23.9K

Event2026-03-31

Filed2026-04-17

ICE

INTERCONTINENTAL EXCHANGE INC COM

-25.42%

Shares4.4K

Event2026-03-31

Filed2026-04-17

CSX

CSX CORP

26.03%

Shares16.8K

Event2026-03-31

Filed2026-04-17

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-0.16%

Shares6.8K

Event2026-03-31

Filed2026-04-17

ETH

GRAYSCALE ETHEREUM STAKING MINI ETF

27.29%

Shares34.6K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY

-7.21%

Shares2.0K

Event2026-03-31

Filed2026-04-17

CNQ

CANADIAN NAT RES LTD MED TERM COM

9.14%

Shares14.0K

Event2026-03-31

Filed2026-04-17

VOT

VANGUARD MID-CAP GROWTH ETF

16.33%

Shares2.6K

Event2026-03-31

Filed2026-04-17

TER

TERADYNE INC COM

-32.21%

Shares2.3K

Event2026-03-31

Filed2026-04-17

SCMB

SCHWAB MUNICIPAL BOND ETF

-4.22%

Shares26.5K

Event2026-03-31

Filed2026-04-17

TBUX

T. ROWE PRICE ULTRA SHORT-TERM BOND ETF

0.54%

Shares13.5K

Event2026-03-31

Filed2026-04-17

AOA

ISHARES TR S&P AGGRESSIVE ALLOCATION FD

-6.50%

Shares7.6K

Event2026-03-31

Filed2026-04-17

IAPR

INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL

0.00%

Shares21.1K

Event2026-03-31

Filed2026-04-17

HFSI

HARTFORD STRATEGIC INCOME ETF

2.18%

Shares19.2K

Event2026-03-31

Filed2026-04-17

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

-0.37%

Shares14.4K

Event2026-03-31

Filed2026-04-17

SLV

ISHARES SILVER TRUST ETF

-38.34%

Shares9.6K

Event2026-03-31

Filed2026-04-17

NNOV

INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER

-8.24%

Shares23.5K

Event2026-03-31

Filed2026-04-17

DTE

DTE ENERGY CO COM

47.99%

Shares4.5K

Event2026-03-31

Filed2026-04-17

LNG

CHENIERE ENERGY INC COM NEW

8.39%

Shares2.3K

Event2026-03-31

Filed2026-04-17

ARKB

ARK 21SHARES BITCOIN ETF

16.41%

Shares28.4K

Event2026-03-31

Filed2026-04-17

VTWO

VANGUARD RUSSELL 2000 ETF

-14.81%

Shares6.3K

Event2026-03-31

Filed2026-04-17

TRADEWEB MKTS INC CL A

-12.06%

Shares5.4K

Event2026-03-31

Filed2026-04-17

KAPR

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL

-0.05%

Shares17.2K

Event2026-03-31

Filed2026-04-17

BYLD

ISHARES YIELD OPTIMIZED BOND ETF

0.08%

Shares27.3K

Event2026-03-31

Filed2026-04-17

MSTR

MICROSTRATEGY INC A NEW

18.72%

Shares4.9K

Event2026-03-31

Filed2026-04-17

ASML

ASML HLDG NV N Y REGISTRY SHS

0.43%

Shares462

Event2026-03-31

Filed2026-04-17

AOR

ISHARES GROWTH ALLOCATION ETF

-15.34%

Shares9.5K

Event2026-03-31

Filed2026-04-17

NFEB

INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY

0.00%

Shares22.2K

Event2026-03-31

Filed2026-04-17

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

-1.75%

Shares11.7K

Event2026-03-31

Filed2026-04-17

BLACKROCK INC

15.87%

Shares628

Event2026-03-31

Filed2026-04-17

SMMU

PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF

-0.03%

Shares12.0K

Event2026-03-31

Filed2026-04-17

CGUS

CAPITAL GROUP CORE EQUITY ETF

-12.93%

Shares15.6K

Event2026-03-31

Filed2026-04-17

JAVA

JPMORGAN ACTIVE VALUE ETF

16.18%

Shares8.2K

Event2026-03-31

Filed2026-04-17

ENTG

ENTEGRIS INC COM

0.26%

Shares5.0K

Event2026-03-31

Filed2026-04-17

BITWISE CRYPTO INDUSTRY INNOVATORS ETF

-5.46%

Shares30.5K

Event2026-03-31

Filed2026-04-17

JGRO

JPMORGAN ACTIVE GROWTH ETF

-3.66%

Shares6.8K

Event2026-03-31

Filed2026-04-17

NU HLDGS LTD ORD SHS CL A

15.06%

Shares39.7K

Event2026-03-31

Filed2026-04-17

FISERV INC

-1.45%

Shares10.2K

Event2026-03-31

Filed2026-04-17

WASTE MGMT INC DEL COM

-1.20%

Shares2.5K

Event2026-03-31

Filed2026-04-17

NOCT

INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER

-16.32%

Shares10.0K

Event2026-03-31

Filed2026-04-17

LVHI

FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF

11.36%

Shares13.9K

Event2026-03-31

Filed2026-04-17

ABRDN PHYSICAL GOLD SHARES ETF

-14.58%

Shares12.6K

Event2026-03-31

Filed2026-04-17

SNPS

SYNOPSYS INC COM

15.69%

Shares1.4K

Event2026-03-31

Filed2026-04-17

TOTALENERGIES SE ACT

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-17

COP

CONOCOPHILLIPS COM

1.69%

Shares4.2K

Event2026-03-31

Filed2026-04-17

SMH

VANECK SEMICONDUCTOR ETF

-3.42%

Shares1.4K

Event2026-03-31

Filed2026-04-17

VANGUARD TOTAL WORLD STOCK ETF

-34.46%

Shares4.0K

Event2026-03-31

Filed2026-04-17

OSK

OSHKOSH CORP COM

-9.82%

Shares3.7K

Event2026-03-31

Filed2026-04-17

JGLO

JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF

4.60%

Shares8.4K

Event2026-03-31

Filed2026-04-17

BSX

BOSTON SCIENTIFIC CORP

48.66%

Shares8.7K

Event2026-03-31

Filed2026-04-17

STLD

STEEL DYNAMICS INC COM

-0.82%

Shares3.0K

Event2026-03-31

Filed2026-04-17

MKL

MARKEL GROUP INC COM

-1.39%

Shares284

Event2026-03-31

Filed2026-04-17

FLDR

FIDELITY LOW DURATION BOND FACTOR ETF

New

Shares10.8K

Event2026-03-31

Filed2026-04-17

TXN

TEXAS INSTRS INC COM

-2.97%

Shares2.8K

Event2026-03-31

Filed2026-04-17

HOOD

ROBINHOOD MKTS INC COM CL A

-16.83%

Shares7.8K

Event2026-03-31

Filed2026-04-17

FMHI

FIRST TRUST MUNICIPAL HIGH INCOME ETF

-0.23%

Shares11.3K

Event2026-03-31

Filed2026-04-17

VTWV

VANGUARD RUSSELL 2000 VALUE ETF

-4.37%

Shares3.2K

Event2026-03-31

Filed2026-04-17

CASY

CASEYS GEN STORES INC COM

-4.52%

Shares739

Event2026-03-31

Filed2026-04-17

VDE

VANGUARD ENERGY ETF

22.63%

Shares3.1K

Event2026-03-31

Filed2026-04-17

POCT

INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER

-27.68%

Shares12.4K

Event2026-03-31

Filed2026-04-17

TGT

TARGET CORP COM

11.73%

Shares4.4K

Event2026-03-31

Filed2026-04-17

KROGER CO COM

-0.32%

Shares7.4K

Event2026-03-31

Filed2026-04-17

ISEP

INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-17

DFSI

DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF

-17.21%

Shares12.5K

Event2026-03-31

Filed2026-04-17

XLB

MATERIALS SELECT SECTOR SPDR

7.65%

Shares10.6K

Event2026-03-31

Filed2026-04-17

BJUN

INNOVATOR U.S. EQUITY BUFFER ETF - JUNE

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-17

NJUL

INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY

-12.18%

Shares7.4K

Event2026-03-31

Filed2026-04-17

WWD

WOODWARD INC COM

-3.12%

Shares1.5K

Event2026-03-31

Filed2026-04-17

BJAN

INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-17

KNOV

INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - NOVEMBER

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-17

NLR

VANECK URANIUM AND NUCLEAR ETF

-3.31%

Shares3.9K

Event2026-03-31

Filed2026-04-17

OEF

ISHARES TR S&P 100 INDEX FUND

-13.58%

Shares1.6K

Event2026-03-31

Filed2026-04-17

DIS

DISNEY WALT CO COM

-7.11%

Shares5.3K

Event2026-03-31

Filed2026-04-17

IGIB

ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF

-0.52%

Shares9.6K

Event2026-03-31

Filed2026-04-17

SPSB

SPDR BARCLAYS CAPITAL SHORT TERM CORP BD

5.64%

Shares16.7K

Event2026-03-31

Filed2026-04-17

TRV

TRAVELERS COMPANIES INC COM

2.70%

Shares1.7K

Event2026-03-31

Filed2026-04-17

SLVR

SPROTT SILVER MINERS & PHYSICAL SILVER ETF

10.82%

Shares8.4K

Event2026-03-31

Filed2026-04-17

ZAUG

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST

-31.00%

Shares18.6K

Event2026-03-31

Filed2026-04-17

AEP

AMERICAN ELEC PWR CO INC COM

0.99%

Shares3.8K

Event2026-03-31

Filed2026-04-17

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

4.73%

Shares708

Event2026-03-31

Filed2026-04-17

INOV

INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF NOVEMBER

0.00%

Shares14.1K

Event2026-03-31

Filed2026-04-17

ITA

ISHARES TR DOW JONESUS AEROSPACE & DEF

-7.35%

Shares2.2K

Event2026-03-31

Filed2026-04-17

IVOO

VANGUARD S&P MID-CAP 400 ETF

0.02%

Shares4.3K

Event2026-03-31

Filed2026-04-17

WPM

WHEATON PRECIOUS METALS CORP COM

-0.16%

Shares3.7K

Event2026-03-31

Filed2026-04-17

EAPR

INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-17

RSG

REPUBLIC SVCS INC COM

5.37%

Shares2.2K

Event2026-03-31

Filed2026-04-17

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

25.79%

Shares4.8K

Event2026-03-31

Filed2026-04-17

CTVA

CORTEVA INC COM

2.43%

Shares5.7K

Event2026-03-31

Filed2026-04-17

HIG

HARTFORD FINL SVCS GROUP INC

2.75%

Shares3.5K

Event2026-03-31

Filed2026-04-17

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

-15.43%

Shares8.0K

Event2026-03-31

Filed2026-04-17

APG

API GROUP CORP COM STK

0.16%

Shares11.7K

Event2026-03-31

Filed2026-04-17

IWR

ISHARES TR RUSSELL MIDCAP INDEX FD

5.52%

Shares4.9K

Event2026-03-31

Filed2026-04-17

VXF

VANGUARD EXTENDED MARKET ETF

-3.87%

Shares2.3K

Event2026-03-31

Filed2026-04-17

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

5.11%

Shares6.7K

Event2026-03-31

Filed2026-04-17

DECW

ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-17

BSV

VANGUARD SHORT TERM BOND

16.23%

Shares5.9K

Event2026-03-31

Filed2026-04-17

CTAS

CINTAS CORP COM

-0.94%

Shares2.7K

Event2026-03-31

Filed2026-04-17

ENB

ENBRIDGE INC COM

-9.81%

Shares8.5K

Event2026-03-31

Filed2026-04-17

MBB

ISHARES MBS BOND ETF

-1.22%

Shares4.8K

Event2026-03-31

Filed2026-04-17

BBVA

BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-17

KNF

KNIFE RIVER CORP COMMON STOCK

-12.32%

Shares5.5K

Event2026-03-31

Filed2026-04-17

UNP

UNION PAC CORP COM

-7.13%

Shares1.9K

Event2026-03-31

Filed2026-04-17

EME

EMCOR GROUP INC

0.00%

Shares601

Event2026-03-31

Filed2026-04-17

LYB

LYONDELLBASELL INDUSTRIES NV SHS - A -

21.21%

Shares5.5K

Event2026-03-31

Filed2026-04-17

INTC

INTEL CORP COM

5.92%

Shares10.0K

Event2026-03-31

Filed2026-04-17

SCHE

SCHWAB EMERGING MARKET EQ ETF

1.96%

Shares13.3K

Event2026-03-31

Filed2026-04-17

FIX

COMFORT SYS USA INC COM

0.00%

Shares316

Event2026-03-31

Filed2026-04-17

EFV

ISHARES MSCI EAFE VALUE INDEX ETF

-6.70%

Shares5.9K

Event2026-03-31

Filed2026-04-17

AIQ

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

-12.39%

Shares9.3K

Event2026-03-31

Filed2026-04-17

WEC ENERGY GROUP INC COM

0.84%

Shares3.7K

Event2026-03-31

Filed2026-04-17

BOEING CO COM

14.76%

Shares2.2K

Event2026-03-31

Filed2026-04-17

HELO

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-17

FEGE

FIRST EAGLE GLOBAL EQUITY ETF

12834.29%

Shares9.1K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

0.35%

Shares4.6K

Event2026-03-31

Filed2026-04-17

SILJ

AMPLIFY JUNIOR SILVER MINERS ETF

-0.96%

Shares14.0K

Event2026-03-31

Filed2026-04-17

SLYG

STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF

3.05%

Shares4.3K

Event2026-03-31

Filed2026-04-17

SDY

SPDR SER TR S&P DIVID ETF

4.14%

Shares2.8K

Event2026-03-31

Filed2026-04-17

APP

APPLOVIN CORP COM CL A

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-17

SGDM

SPROTT GOLD MINERS ETF

28.44%

Shares5.4K

Event2026-03-31

Filed2026-04-17

HCA

HCA HEALTHCARE INC COM

-0.69%

Shares860

Event2026-03-31

Filed2026-04-17

QTPI

NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF

12.80%

Shares16.0K

Event2026-03-31

Filed2026-04-17

PRU

PRUDENTIAL FINL INC

-6.00%

Shares4.1K

Event2026-03-31

Filed2026-04-17

QCOM

QUALCOMM INC

-7.09%

Shares3.1K

Event2026-03-31

Filed2026-04-17

CMI

CUMMINS INC COM

0.82%

Shares741

Event2026-03-31

Filed2026-04-17

JPIE

JPMORGAN INCOME ETF

0.90%

Shares8.5K

Event2026-03-31

Filed2026-04-17

PPLT

ABRDN PHYSICAL PLATINUM SHARES ETF

19.77%

Shares2.2K

Event2026-03-31

Filed2026-04-17

BP PLC SPONSORED ADR

-5.36%

Shares8.4K

Event2026-03-31

Filed2026-04-17

TJX

TJX COS INC NEW COM

0.62%

Shares2.4K

Event2026-03-31

Filed2026-04-17

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

-15.54%

Shares8.2K

Event2026-03-31

Filed2026-04-17

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-9.83%

Shares6.6K

Event2026-03-31

Filed2026-04-17

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

15.34%

Shares827

Event2026-03-31

Filed2026-04-17

CRWD

CROWDSTRIKE HLDGS INC CL A

-34.61%

Shares977

Event2026-03-31

Filed2026-04-17

CRSP

CRISPR THERAPEUTICS AG NAMEN AKT

16.12%

Shares8.0K

Event2026-03-31

Filed2026-04-17

ACCENTURE PLC IRELAND SHS CLASS A

2.02%

Shares1.9K

Event2026-03-31

Filed2026-04-17

DFSE

DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF

-13.26%

Shares8.9K

Event2026-03-31

Filed2026-04-17

MSI

MOTOROLA SOLUTIONS INC COM NEW

0.93%

Shares868

Event2026-03-31

Filed2026-04-17

DSI

ISHARES ESG MSCI KLD 400 ETF

-39.45%

Shares3.1K

Event2026-03-31

Filed2026-04-17

ADI

ANALOG DEVICES INC COM

-1.51%

Shares1.2K

Event2026-03-31

Filed2026-04-17

EAOR

ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF

83.59%

Shares10.7K

Event2026-03-31

Filed2026-04-17

EFAV

ISHARES MSCI EAFE MIN VOL FACTOR ETF

34.90%

Shares4.1K

Event2026-03-31

Filed2026-04-17

ECL

ECOLAB INC COM

-1.21%

Shares1.4K

Event2026-03-31

Filed2026-04-17

DAL

DELTA AIR LINES INC DEL CMN

96.04%

Shares5.5K

Event2026-03-31

Filed2026-04-17

IYG

ISHARES US FINANCIAL SERVICES ETF

-0.69%

Shares4.4K

Event2026-03-31

Filed2026-04-17

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

26.42%

Shares3.8K

Event2026-03-31

Filed2026-04-17

GRAB

GRAB HOLDINGS LIMITED CLASS A ORD

3.24%

Shares100.1K

Event2026-03-31

Filed2026-04-17

EEM

ISHARES MSCI EMERGING MARKETS ETF

21.07%

Shares6.4K

Event2026-03-31

Filed2026-04-17

XLP

CONSUMER STAPLES SELECT SECTOR SPDR

29.22%

Shares4.4K

Event2026-03-31

Filed2026-04-17

FDX

FEDEX CORP

1.70%

Shares1.0K

Event2026-03-31

Filed2026-04-17

AKRE FOCUS ETF

3.76%

Shares6.9K

Event2026-03-31

Filed2026-04-17

FCX

FREEPORT MCMORAN COPPER

-5.99%

Shares6.2K

Event2026-03-31

Filed2026-04-17

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

0.68%

Shares2.8K

Event2026-03-31

Filed2026-04-17

MARVELL TECHNOLOGY INC COM

4.53%

Shares3.6K

Event2026-03-31

Filed2026-04-17

ADFI

ANFIELD DYNAMIC FIXED INCOME ETF

0.48%

Shares42.2K

Event2026-03-31

Filed2026-04-17

GENERAL MOTORS CORP

-4.67%

Shares4.8K

Event2026-03-31

Filed2026-04-17

PMAR

INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH

19.58%

Shares8.0K

Event2026-03-31

Filed2026-04-17

LHX

L3HARRIS TECHNOLOGIES INC COM

3.62%

Shares1.0K

Event2026-03-31

Filed2026-04-17

FTBD

FIDELITY TACTICAL BOND ETF

New

Shares7.2K

Event2026-03-31

Filed2026-04-17

VTWG

VANGUARD RUSSELL 2000 GROWTH ETF

-2.58%

Shares1.5K

Event2026-03-31

Filed2026-04-17

VSGX

VANGUARD ESG INTERNATIONAL STOCK ETF

41.10%

Shares4.9K

Event2026-03-31

Filed2026-04-17

AWI

ARMSTRONG WORLD INDS INC NEW COM

-4.31%

Shares2.1K

Event2026-03-31

Filed2026-04-17

IBIT

ISHARES BITCOIN TRUST ETF

35.96%

Shares9.0K

Event2026-03-31

Filed2026-04-17

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

-1.29%

Shares2.9K

Event2026-03-31

Filed2026-04-17

SBUX

STARBUCKS CORP

-11.82%

Shares3.8K

Event2026-03-31

Filed2026-04-17

DIVB

ISHARES CORE DIVIDEND ETF

7.55%

Shares6.4K

Event2026-03-31

Filed2026-04-17

PDI

PIMCO DYNAMIC INCOMEFD SHS

New

Shares20.0K

Event2026-03-31

Filed2026-04-17

ZSEP

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR SEPTEMBER

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-17

RDDT

REDDIT INC CL A

0.59%

Shares2.5K

Event2026-03-31

Filed2026-04-17

DBC

DB COMMODITY INDEX TRACKING

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-17

USB

US BANCORP COM NEW

-30.25%

Shares6.5K

Event2026-03-31

Filed2026-04-17

GIS

GENERAL MILLS INC COM

16.45%

Shares9.1K

Event2026-03-31

Filed2026-04-17

TRANE TECHNOLOGIES PLC SHS

0.50%

Shares808

Event2026-03-31

Filed2026-04-17

VOX

VANGUARD COMMUNICATION SERVICES ETF

-1.32%

Shares1.9K

Event2026-03-31

Filed2026-04-17

ADBE

ADOBE SYS INC

-19.49%

Shares1.4K

Event2026-03-31

Filed2026-04-17

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-1.30%

Shares1.7K

Event2026-03-31

Filed2026-04-17

MUNI

PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND

5.93%

Shares6.4K

Event2026-03-31

Filed2026-04-17

CAVA

CAVA GROUP INC COM

1.48%

Shares4.1K

Event2026-03-31

Filed2026-04-17

NSC

NORFOLK SOUTHERN CRP

67.24%

Shares1.2K

Event2026-03-31

Filed2026-04-17

EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

-4.62%

Shares7.0K

Event2026-03-31

Filed2026-04-17

ISRG

INTUITIVE SURGICAL INC COM NEW

-37.79%

Shares716

Event2026-03-31

Filed2026-04-17

IWN

ISHARES RUSSELL 2000 VALUE

-0.17%

Shares1.7K

Event2026-03-31

Filed2026-04-17

SMLV

STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF

517.27%

Shares2.4K

Event2026-03-31

Filed2026-04-17

VFMO

VANGUARD U.S. MOMENTUM FACTOR ETF

4.00%

Shares1.7K

Event2026-03-31

Filed2026-04-17

IWV

ISHARES RUSSELL 3000 ETF

0.11%

Shares884

Event2026-03-31

Filed2026-04-17

TRUP

TRUPANION INC COM

-13.48%

Shares12.8K

Event2026-03-31

Filed2026-04-17

VALE

VALE S A SPONSORED ADS

4.69%

Shares20.6K

Event2026-03-31

Filed2026-04-17

ARKK

ARK INNOVATION ETF

5.53%

Shares4.8K

Event2026-03-31

Filed2026-04-17

STRV

STRIVE 500 ETF

52.32%

Shares7.7K

Event2026-03-31

Filed2026-04-17

Call Option Holdings

ASML Call CallASML HLDG NV N Y REGISTRY SHS100 shares0.00%2026-03-312026-04-17

SFM Call CallSPROUTS FMRS MKT INC COM900 shares0.00%2026-03-312026-04-17

UNH Call CallUNITEDHEALTH GROUP200 shares0.00%2026-03-312026-04-17

CELESTICA INC COM Call CallCELESTICA INC COM100 shares0.00%2026-03-312026-04-17

BLACKSTONE INC COM Call CallBLACKSTONE INC COM200 sharesnew addition2026-03-312026-04-17

AMD Call CallADVANCED MICRO DEVICES INC COM100 shares-75.00%2026-03-312026-04-17

FMC Call CallFMC CORP COM NEW1.0K sharesnew addition2026-03-312026-04-17

CLX Call CallCLOROX CO DEL COM100 shares0.00%2026-03-312026-04-17

SUPER MICRO COMPUTER INC COM NEW Call CallSUPER MICRO COMPUTER INC COM NEW200 sharesnew addition2026-03-312026-04-17

TTD Call CallTHE TRADE DESK INC COM CL A200 shares0.00%2026-03-312026-04-17

FIG Call CallFIGMA INC CLASS A COM STK200 sharesnew addition2026-03-312026-04-17

ASML Call

ASML HLDG NV N Y REGISTRY SHS

0.00%

Shares100

Event2026-03-31

Filed2026-04-17

SFM Call

SPROUTS FMRS MKT INC COM

0.00%

Shares900

Event2026-03-31

Filed2026-04-17

UNH Call

UNITEDHEALTH GROUP

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

CELESTICA INC COM Call

CELESTICA INC COM

0.00%

Shares100

Event2026-03-31

Filed2026-04-17

BLACKSTONE INC COM Call

BLACKSTONE INC COM

New

Shares200

Event2026-03-31

Filed2026-04-17

AMD Call

ADVANCED MICRO DEVICES INC COM

-75.00%

Shares100

Event2026-03-31

Filed2026-04-17

FMC Call

FMC CORP COM NEW

New

Shares1.0K

Event2026-03-31

Filed2026-04-17

CLX Call

CLOROX CO DEL COM

0.00%

Shares100

Event2026-03-31

Filed2026-04-17

SUPER MICRO COMPUTER INC COM NEW Call

SUPER MICRO COMPUTER INC COM NEW

New

Shares200

Event2026-03-31

Filed2026-04-17

TTD Call

THE TRADE DESK INC COM CL A

0.00%

Shares200

Event2026-03-31

Filed2026-04-17

FIG Call

FIGMA INC CLASS A COM STK

New

Shares200

Event2026-03-31

Filed2026-04-17

Put Option Holdings

No put option holdings data available