Sponsored

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

Currently, AdvisorNet Financial, Inc holds 2266 types of securities in its portfolio with a total value $2.2B. In the most recent quarter, they have increased their positions in VUG (+336.6K shares, valued at $29.0M), VO (+211.8K shares, valued at $17.1M), JBND (+228.1K shares, valued at $12.2M); decreased their positions in BND (-192.0K shares, valued at $14.1M), DFAU (-125.7K shares, valued at $6.5M), N/A (-48.2K shares, valued at $3.0M); initiated new positions in N/A (+51.2K shares, valued at $7.0M), IYT (+11.5K shares, valued at $999.7K), N/A (+3.7K shares, valued at $823.7K).

1M P&L

+47.0M+2.67%

3M P&L

+46.3M+2.63%

HY P&L

-122.5M-6.35%

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

78.2%

2Semiconductors46.5M

2.5%

3Consumer Electronics37.7M

2.0%

Top Industries by Stock Count

1N/A938 stocks

44.8%

2Asset Management44 stocks

2.1%

3Banks - Regional39 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ISHARES S&P 500 INDEX ISHARES S&P 500 INDEX149.5K shares4.27%2026-06-302026-07-23

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF933.9K shares-11.87%2026-06-302026-07-23

DFIC DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF1.2M shares0.86%2026-06-302026-07-23

JPST JPMORGAN ULTRA-SHORT INCOME ETF821.1K shares2.38%2026-06-302026-07-23

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF1.1M shares2.66%2026-06-302026-07-23

AAPL APPLE INC130.3K shares10.41%2026-06-302026-07-23

VEA VANGUARD FTSE DEVELOPED MARKETS ETF502.9K shares1.76%2026-06-302026-07-23

VUG VANGUARD GROWTH ETF395.3K shares573.65%2026-06-302026-07-23

Sponsored

ISHARES AGGREGATE BOND ETF ISHARES AGGREGATE BOND ETF342.5K shares1.27%2026-06-302026-07-23

IJH ISHARES CORE S&P MID CAP ETF432.6K shares13.45%2026-06-302026-07-23

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF733.1K shares4.45%2026-06-302026-07-23

PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF625.2K shares10.80%2026-06-302026-07-23

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF82.4K shares1.28%2026-06-302026-07-23

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF701.0K shares1.83%2026-06-302026-07-23

SCHD SCHWAB US DIVIDEND EQUITY ETF851.0K shares5.55%2026-06-302026-07-23

VWO VANGUARD FTSE EMERGING MARKETS ETF438.3K shares4.10%2026-06-302026-07-23

Sponsored

NVDA NVIDIA CORPORATION COM130.2K shares-0.53%2026-06-302026-07-23

AFIF ANFIELD UNIVERSAL FIXED INCOME ETF2.7M shares16.25%2026-06-302026-07-23

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF277.0K shares6.97%2026-06-302026-07-23

SPDR S&P 500 ETF SPDR S&P 500 ETF31.3K shares4.03%2026-06-302026-07-23

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF264.5K shares6.48%2026-06-302026-07-23

CGGR CAPITAL GROUP GROWTH ETF486.4K shares3.20%2026-06-302026-07-23

MSFT MICROSOFT60.8K shares-2.33%2026-06-302026-07-23

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF201.8K shares16.97%2026-06-302026-07-23

Sponsored

VO VANGUARD MID CAP274.5K shares337.46%2026-06-302026-07-23

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF139.8K shares7.44%2026-06-302026-07-23

VIOO VANGUARD S&P SMALL-CAP 600 ETF160.0K shares14.06%2026-06-302026-07-23

VOO VANGUARD S&P 500 ETF31.9K shares2.33%2026-06-302026-07-23

GLD SPDR GOLD ETF58.8K shares-2.57%2026-06-302026-07-23

DFAS DIMENSIONAL U.S. SMALL CAP ETF255.2K shares-1.20%2026-06-302026-07-23

SCHO SCHWAB SHORT TERM US TREASURY ETF847.6K shares8.64%2026-06-302026-07-23

CGCB CAPITAL GROUP CORE BOND ETF757.9K shares11.71%2026-06-302026-07-23

Sponsored

JBND JPMORGAN ACTIVE BOND ETF358.6K shares174.67%2026-06-302026-07-23

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND206.9K shares28.46%2026-06-302026-07-23

QQQ Invesco QQQ Trust24.1K shares4.95%2026-06-302026-07-23

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF421.3K shares0.53%2026-06-302026-07-23

PAAA PGIM AAA CLO ETF338.0K shares11.16%2026-06-302026-07-23

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF292.4K shares-9.20%2026-06-302026-07-23

SOXX ISHARES SEMICONDUCTOR ETF22.6K shares-9.31%2026-06-302026-07-23

CGDV CAPITAL GROUP DIVIDEND VALUE ETF287.3K shares2.41%2026-06-302026-07-23

Sponsored

AMZN AMAZON.COM INC58.9K shares1.46%2026-06-302026-07-23

EFA ISHARES MSCI EAFE ETF134.8K shares5.52%2026-06-302026-07-23

DFSV DIMENSIONAL US SMALL CAP VALUE ETF349.1K shares3.59%2026-06-302026-07-23

VB VANGUARD SMALL CAP ETF43.1K shares8.93%2026-06-302026-07-23

SHY ISHARES 1-3 YR TREASURY BOND ETF155.2K shares1.76%2026-06-302026-07-23

CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF367.7K shares7.56%2026-06-302026-07-23

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF100.6K shares26.91%2026-06-302026-07-23

CGBL CAPITAL GROUP CORE BALANCED ETF271.5K shares12.31%2026-06-302026-07-23

Sponsored

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF245.4K shares-2.60%2026-06-302026-07-23

TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD20.2K shares-2.30%2026-06-302026-07-23

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM29.3K shares-15.67%2026-06-302026-07-23

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF107.9K shares1.69%2026-06-302026-07-23

WTRG ESSENTIAL UTILS INC COM232.7K shares0.02%2026-06-302026-07-23

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF146.4K shares6.18%2026-06-302026-07-23

GOOGL ALPHABET INC CLASS A23.9K shares-2.54%2026-06-302026-07-23

FMDE FIDELITY ENHANCED MID CAP CORE ETF206.8K shares13.21%2026-06-302026-07-23

Sponsored

CEFS SABA CLOSED END FUNDS ETF323.2K shares14.85%2026-06-302026-07-23

META PLATFORMS INC CL A META PLATFORMS INC CL A14.7K shares-3.17%2026-06-302026-07-23

BIL SPDR SER TR LEHMAN 1-3 MONTH T-BILL ETF86.6K shares9.82%2026-06-302026-07-23

HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF89.8K shares15.83%2026-06-302026-07-23

ARDC ARES DYNAMIC CR ALLOCATION FD COM601.3K shares19.54%2026-06-302026-07-23

REM ISHARES MORTGAGE REAL ESTATE ETF343.0K shares18.90%2026-06-302026-07-23

IAU ISHARES GOLD TRUST ETF99.8K shares0.14%2026-06-302026-07-23

FDVV FIDELITY HIGH DIVIDEND ETF122.7K shares1.44%2026-06-302026-07-23

Sponsored

BKLN POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC362.9K shares17.94%2026-06-302026-07-23

PFFA VIRTUS INFRACAP U.S. PREFERRED STOCK ETF357.2K shares17.17%2026-06-302026-07-23

SCHM SCHWAB US MID-CAP ETF195.7K shares2.73%2026-06-302026-07-23

JBBB JANUS HENDERSON B-BBB CLO ETF151.8K shares18.14%2026-06-302026-07-23

TSLA TESLA MOTORS INC16.9K shares2.69%2026-06-302026-07-23

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS51.2K sharesnew addition2026-06-302026-07-23

SEIX VIRTUS SEIX SENIOR LOAN ETF299.7K shares19.38%2026-06-302026-07-23

JMUB JPMORGAN MUNICIPAL ETF136.0K shares1.02%2026-06-302026-07-23

Sponsored

CAT CATERPILLAR INC COM6.2K shares-3.06%2026-06-302026-07-23

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP7.1K shares0.74%2026-06-302026-07-23

GOOG ALPHABET INC CAP STK CL C18.5K shares-2.57%2026-06-302026-07-23

DFGR DIMENSIONAL GLOBAL REAL ESTATE ETF224.6K shares4.24%2026-06-302026-07-23

DFCF DIMENSIONAL CORE FIXED INCOME ETF148.2K shares5.49%2026-06-302026-07-23

GE GE AEROSPACE COM NEW16.6K shares-0.34%2026-06-302026-07-23

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF39.4K shares2601.10%2026-06-302026-07-23

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF70.3K shares5.09%2026-06-302026-07-23

Sponsored

CARR CARRIER GLOBAL CORPORATION COM80.6K shares-1.17%2026-06-302026-07-23

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF141.4K shares3.68%2026-06-302026-07-23

ARK NEXT GENERATION INTERNET ETF ARK NEXT GENERATION INTERNET ETF40.0K shares8.97%2026-06-302026-07-23

RWL INVESCO S&P 500 REVENUE ETF43.3K shares2.46%2026-06-302026-07-23

BROADCOM INC COM BROADCOM INC COM14.5K shares7.78%2026-06-302026-07-23

BK BANK OF NY MELLON CORP COM37.4K shares-4.04%2026-06-302026-07-23

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND196.6K shares13.73%2026-06-302026-07-23

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF53.7K shares13.64%2026-06-302026-07-23

Sponsored

3M CO COM 3M CO COM31.5K shares34.28%2026-06-302026-07-23

SCHF SCHWAB INTERNATIONAL EQUITY ETF178.8K shares-3.70%2026-06-302026-07-23

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW9.8K shares-10.24%2026-06-302026-07-23

SHOP SHOPIFY INC CL A SUB VTG SHS42.6K shares4.07%2026-06-302026-07-23

NJAN INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY80.5K shares-35.86%2026-06-302026-07-23

PM PHILIP MORRIS INTL INC26.3K shares-1.84%2026-06-302026-07-23

TMO THERMO FISHER SCIENTIFIC INC COM9.3K shares-2.29%2026-06-302026-07-23

BUFZ FT VEST LADDERED MODERATE BUFFER ETF165.1K shares47.39%2026-06-302026-07-23

Sponsored

JOHNSON CTLS INC JOHNSON CTLS INC31.0K shares-6.87%2026-06-302026-07-23

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF90.5K shares-4.29%2026-06-302026-07-23

FTMN FRANKLIN MINNESOTA MUNICIPAL INCOME ETF483.7K shares12.58%2026-06-302026-07-23

XLK TECHNOLOGY SELECT SECTOR SPDR22.6K shares6.34%2026-06-302026-07-23

IWF ISHARES RUSSELL 1000 GROWTH ETF34.2K shares297.15%2026-06-302026-07-23

IJAN INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY110.9K shares-0.72%2026-06-302026-07-23

DES WISDOMTREE SMALLCAP DIVIDEND103.8K shares8.58%2026-06-302026-07-23

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF68.4K shares-41.32%2026-06-302026-07-23

Sponsored

IWM ISHARES RUSSELL 2000 ETF13.5K shares1.59%2026-06-302026-07-23

CGMU CAPITAL GROUP MUNICIPAL INCOME ETF147.0K shares7.64%2026-06-302026-07-23

KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY88.4K shares-1.45%2026-06-302026-07-23

UNITEDHEALTH GROUP UNITEDHEALTH GROUP9.6K shares0.69%2026-06-302026-07-23

VCR VANGUARD CONSUMER DISCRETIONARY ETF10.0K shares1238.26%2026-06-302026-07-23

BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF29.3K shares16.88%2026-06-302026-07-23

ABT ABBOTT LABORATORIES COM42.9K shares-1.07%2026-06-302026-07-23

JNJ JOHNSON & JOHNSON COM15.2K shares0.58%2026-06-302026-07-23

Sponsored

WMT WALMART INC COM33.7K shares4.67%2026-06-302026-07-23

AMD ADVANCED MICRO DEVICES INC COM6.5K shares-3.16%2026-06-302026-07-23

VBR VANGUARD SMALL CAP VALUE ETF15.2K shares0.44%2026-06-302026-07-23

VTV VANGUARD VALUE ETF16.6K shares0.86%2026-06-302026-07-23

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF37.0K shares4.09%2026-06-302026-07-23

GILD GILEAD SCIENCES INC27.1K shares-1.19%2026-06-302026-07-23

MMIT NYLI MACKAY MUNI INTERMEDIATE ETF140.1K shares-0.94%2026-06-302026-07-23

ITOT ISHARES TR S&P 1500 INDEX FD20.7K shares0.05%2026-06-302026-07-23

Sponsored

NJUL INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY44.0K shares493.43%2026-06-302026-07-23

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF50.0K shares-0.84%2026-06-302026-07-23

SCHX SCHWAB STRATEGIC TR US LRG CAP ETF114.2K shares-7.83%2026-06-302026-07-23

CENTERPOINT ENERGY INC COM CENTERPOINT ENERGY INC COM76.1K shares2.71%2026-06-302026-07-23

WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND70.3K shares-0.70%2026-06-302026-07-23

TCHP T. ROWE PRICE BLUE CHIP GROWTH ETF66.1K shares5.07%2026-06-302026-07-23

APH AMPHENOL CORP CL A18.3K shares0.76%2026-06-302026-07-23

RTX CORPORATION COM RTX CORPORATION COM17.0K shares-2.46%2026-06-302026-07-23

Sponsored

OKE ONEOK INC NEW COM36.4K shares11.17%2026-06-302026-07-23

NOC NORTHROP GRUMMAN CORP COM6.2K shares-3.34%2026-06-302026-07-23

FLOT ISHARES FLOATING RATE BOND ETF61.4K shares-9.79%2026-06-302026-07-23

JAAA JANUS HENDERSON AAA CLO ETF62.0K shares5.59%2026-06-302026-07-23

COF CAPITAL ONE FINANCIAL CORP15.5K shares0.09%2026-06-302026-07-23

RSP GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT14.6K shares-0.27%2026-06-302026-07-23

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF66.0K shares-3.69%2026-06-302026-07-23

GLW CORNING INC COM12.1K shares44.97%2026-06-302026-07-23

Sponsored

LLY ELI LILLY & CO COM2.6K shares-6.13%2026-06-302026-07-23

JMHI JPMORGAN HIGH YIELD MUNICIPAL ETF59.8K shares2.63%2026-06-302026-07-23

IYW ISHARES DJ US TECHNOLOGY11.6K shares3.69%2026-06-302026-07-23

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF50.8K shares0.02%2026-06-302026-07-23

GEV GE VERNOVA INC COM2.5K shares-13.25%2026-06-302026-07-23

LIN LINDE PLC SHS5.6K shares-0.11%2026-06-302026-07-23

IWY ISHARES RUSSELL TOP 200 GROWTH ETF10.0K shares0.86%2026-06-302026-07-23

PG PROCTER & GAMBLE CO COM19.7K shares1.73%2026-06-302026-07-23

Sponsored

FE FIRSTENERGY CORP60.2K shares21.60%2026-06-302026-07-23

GS GOLDMAN SACHS GROUP INC2.8K shares113.14%2026-06-302026-07-23

XLI INDUSTRIAL SELECT SECTOR SPDR15.3K shares10.94%2026-06-302026-07-23

VIG VANGUARD DIVIDEND APPRECIATION ETF11.8K shares53.39%2026-06-302026-07-23

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF54.7K shares-0.77%2026-06-302026-07-23

QQQM INVESCO NASDAQ 100 ETF9.0K shares-0.88%2026-06-302026-07-23

CEG CONSTELLATION ENERGY CORP COM10.9K shares7.51%2026-06-302026-07-23

FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF105.3K shares23.09%2026-06-302026-07-23

Sponsored

PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL62.5K shares-0.29%2026-06-302026-07-23

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF65.2K shares0.53%2026-06-302026-07-23

MASTERCARD INC MASTERCARD INC5.0K shares0.38%2026-06-302026-07-23

FBND FIDELITY TOTAL BOND ETF56.2K shares-11.61%2026-06-302026-07-23

JMST JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF50.0K shares-8.59%2026-06-302026-07-23

BTI BRITISH AMERICAN TOBACCO40.9K shares-11.35%2026-06-302026-07-23

ETN EATON CORP PLC SHS5.9K shares3.91%2026-06-302026-07-23

VISA INC VISA INC7.2K shares3.45%2026-06-302026-07-23

Sponsored

VEU VANGUARD FTSE ALL-WORLD EX-US29.3K shares18.65%2026-06-302026-07-23

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF29.8K shares0.10%2026-06-302026-07-23

LMT LOCKHEED MARTIN CORP4.7K shares-1.66%2026-06-302026-07-23

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF39.3K shares-0.53%2026-06-302026-07-23

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM27.0K shares25.78%2026-06-302026-07-23

VONE VANGUARD RUSSELL 1000 ETF6.8K shares-0.15%2026-06-302026-07-23

LRCX LAM RESEARCH CORP COM NEW5.2K shares-20.82%2026-06-302026-07-23

CME CME GROUP INC COM10.2K shares-5.44%2026-06-302026-07-23

Sponsored

DFIS DIMENSIONAL INTERNATIONAL SMALL CAP ETF63.4K shares4.27%2026-06-302026-07-23

CVX CHEVRON CORPORATION COM13.4K shares6.32%2026-06-302026-07-23

UBER UBER TECHNOLOGIES INC COM30.7K shares5.18%2026-06-302026-07-23

BMY BRISTOL-MYERS SQUIBB CO COM38.3K shares-0.83%2026-06-302026-07-23

MUB ISHARES AMT-FREE MUNI BOND ETF20.5K shares7.95%2026-06-302026-07-23

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD11.6K shares-3.33%2026-06-302026-07-23

IR INGERSOLL RAND INC COM26.5K shares9.03%2026-06-302026-07-23

CVS CVS HEALTH CORP COM21.0K shares1.67%2026-06-302026-07-23

Sponsored

VV VANGUARD LARGE CAP6.3K shares-4.06%2026-06-302026-07-23

BND VANGUARD TOTAL BOND MARKET ETF28.5K shares-87.09%2026-06-302026-07-23

SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF48.3K shares17.07%2026-06-302026-07-23

TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF50.7K shares2.34%2026-06-302026-07-23

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS2.2K shares-14.73%2026-06-302026-07-23

DGT STATE STREET SPDR GLOBAL DOW ETF11.1K shares-0.27%2026-06-302026-07-23

CISCO SYS INC CISCO SYS INC17.5K shares-1.11%2026-06-302026-07-23

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF20.9K shares0.11%2026-06-302026-07-23

Sponsored

MELI MERCADOLIBRE INC1.2K shares10.14%2026-06-302026-07-23

HD HOME DEPOT5.6K shares-1.89%2026-06-302026-07-23

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF40.1K shares-0.80%2026-06-302026-07-23

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF38.3K shares-13.94%2026-06-302026-07-23

VNQ VANGUARD REIT INDEX ETF20.3K shares-0.57%2026-06-302026-07-23

MU MICRON TECHNOLOGY1.7K shares-17.90%2026-06-302026-07-23

QUANTA SERVICES INC QUANTA SERVICES INC2.6K shares-1.16%2026-06-302026-07-23

JCPB JPMORGAN CORE PLUS BOND ETF39.0K shares30.10%2026-06-302026-07-23

Sponsored

SPMO INVESCO S&P 500 MOMENTUM ETF11.2K shares18.26%2026-06-302026-07-23

DE DEERE & CO COM2.8K shares5.65%2026-06-302026-07-23

IJR ISHARES S&P SMALLCAP 600 ETF11.7K shares23.71%2026-06-302026-07-23

IBM INTL BUSINESS MACHINES6.1K shares-5.83%2026-06-302026-07-23

LNG CHENIERE ENERGY INC COM NEW7.1K shares212.64%2026-06-302026-07-23

TEL TE CONNECTIVITY LTD8.4K shares-31.72%2026-06-302026-07-23

TBIL F/M US TREASURY 3 MONTH BILL FUND33.6K shares-12.82%2026-06-302026-07-23

IVE ISHARES S&P 500 VALUE ETF7.4K shares-11.15%2026-06-302026-07-23

Sponsored

VRTX VERTEX PHARMACEUTICALS IN3.3K shares16.93%2026-06-302026-07-23

ABBVIE INC COM ABBVIE INC COM6.6K shares6.41%2026-06-302026-07-23

IWB ISHARES TR RUSSELL 1000 INDEX ETF4.0K shares-4.64%2026-06-302026-07-23

VONG VANGUARD RUSSELL 1000 GROWTH ETF12.7K shares2.99%2026-06-302026-07-23

PJAN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY32.6K shares-18.59%2026-06-302026-07-23

XLV HEALTH CARE SELECT SECTOR SPDR10.2K shares2.10%2026-06-302026-07-23

IVW ISHARES S&P 500 GROWTH ETF11.4K shares-11.91%2026-06-302026-07-23

VOE VANGUARD MID-CAP VALUE ETF7.9K shares0.59%2026-06-302026-07-23

Sponsored

MO ALTRIA GROUP INC COM21.6K shares-3.28%2026-06-302026-07-23

BKH BLACK HILLS CORP COM20.5K shares1.54%2026-06-302026-07-23

XEL XCEL ENERGY INC COM18.8K shares1.25%2026-06-302026-07-23

ECG EVERUS CONSTR GROUP COM8.9K shares1.68%2026-06-302026-07-23

KMI KINDER MORGAN INC46.1K shares8.44%2026-06-302026-07-23

SYK STRYKER CORP4.6K shares-9.14%2026-06-302026-07-23

UITB VICTORYSHARES CORE INTERMEDIATE BOND ETF31.1K shares-0.86%2026-06-302026-07-23

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF46.5K shares-7.32%2026-06-302026-07-23

Sponsored

PNC PNC FINL SVCS GROUP INC COM5.8K shares-3.04%2026-06-302026-07-23

CR CRANE COMPANY COMMON STOCK6.4K shares3.49%2026-06-302026-07-23

PKG PACKAGING CORP AMER COM6.0K shares4.93%2026-06-302026-07-23

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A1.8K shares88.43%2026-06-302026-07-23

GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK21.8K shares-5.55%2026-06-302026-07-23

PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER30.1K shares0.00%2026-06-302026-07-23

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A11.8K shares2.45%2026-06-302026-07-23

ALL ALLSTATE CORP5.7K shares3.01%2026-06-302026-07-23

Sponsored

TDG TRANSDIGM GROUP INC COM DELAWARE1.0K shares19.23%2026-06-302026-07-23

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF11.3K shares-3.13%2026-06-302026-07-23

C CITIGROUP INC9.6K shares7.05%2026-06-302026-07-23

MRK MERCK & CO INC10.4K shares-2.76%2026-06-302026-07-23

NAPR INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL22.5K shares1.62%2026-06-302026-07-23

WFC WELLS FARGO & CO COM16.1K shares-4.48%2026-06-302026-07-23

INTC INTEL CORP COM9.5K shares-4.97%2026-06-302026-07-23

MCD MCDONALDS CORP COM4.9K shares4.13%2026-06-302026-07-23

Sponsored

LOW LOWES COS INC COM6.0K shares-4.20%2026-06-302026-07-23

KO COCA COLA CO COM16.1K shares-0.17%2026-06-302026-07-23

SCHG SCHWAB US LARGE CAP GROWTH ETF38.5K shares-8.52%2026-06-302026-07-23

SCHA SCHWAB ETFS- US SMALL-CAP ETF35.7K shares-3.48%2026-06-302026-07-23

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF27.4K shares-16.90%2026-06-302026-07-23

APPLIED MATLS INC COM APPLIED MATLS INC COM1.8K shares-20.30%2026-06-302026-07-23

EXC EXELON CORP COM27.4K shares-1.81%2026-06-302026-07-23

TMSL T. ROWE PRICE SMALL-MID CAP ETF29.0K shares25.41%2026-06-302026-07-23

Sponsored

FBCV FIDELITY BLUE CHIP VALUE ETF31.5K shares8.63%2026-06-302026-07-23

COWZ PACER US CASH COWS 100 ETF19.8K shares-5.03%2026-06-302026-07-23

GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE29.8K shares-0.50%2026-06-302026-07-23

TER TERADYNE INC COM2.5K shares10.71%2026-06-302026-07-23

NBIS NEBIUS GROUP N.V. SHS CLASS A4.4K shares5483.54%2026-06-302026-07-23

GD GENERAL DYNAMICS CORP COM3.4K shares0.97%2026-06-302026-07-23

PH PARKER-HANNIFIN CORP COM1.2K shares0.41%2026-06-302026-07-23

MEDTRONIC PLC SHS MEDTRONIC PLC SHS15.3K shares81.17%2026-06-302026-07-23

Sponsored

ORACLE CORPORATION ORACLE CORPORATION8.1K shares-4.42%2026-06-302026-07-23

VDC VANGUARD CONSUMER STAPLES ETF5.2K shares283.43%2026-06-302026-07-23

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF11.9K shares-0.84%2026-06-302026-07-23

SOUTHERN CO COM SOUTHERN CO COM12.0K shares-4.15%2026-06-302026-07-23

MS MORGAN STANLEY COM NEW5.4K shares2.38%2026-06-302026-07-23

IWO ISHARES RUSSELL 2000 GROWTH ETF2.9K shares-0.21%2026-06-302026-07-23

JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF13.6K shares16.37%2026-06-302026-07-23

FVD FIRST TRUST VALUE LINE DIVIDEND FUND23.2K shares-10.36%2026-06-302026-07-23

Sponsored

KBWB INVESCO KBW BANK ETF12.0K shares5.57%2026-06-302026-07-23

VONV VANGUARD RUSSELL 1000 VALUE ETF10.4K shares-4.74%2026-06-302026-07-23

BAC BANK OF AMER CORP COM19.3K shares2.47%2026-06-302026-07-23

SMH VANECK SEMICONDUCTOR ETF1.7K shares16.17%2026-06-302026-07-23

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF22.9K shares228.16%2026-06-302026-07-23

AESR ANFIELD U.S. EQUITY SECTOR ROTATION ETF51.9K shares-15.17%2026-06-302026-07-23

GOVT ISHARES U.S. TREASURY BOND ETF47.2K shares-42.76%2026-06-302026-07-23

EJAN INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY29.7K shares0.00%2026-06-302026-07-23

Sponsored

ARCH CAP GROUP LTD ORD ARCH CAP GROUP LTD ORD11.0K shares3.54%2026-06-302026-07-23

VZ VERIZON COMMUNICATIONS25.2K shares3.44%2026-06-302026-07-23

XHB SPDR S&P HOMEBUILDERETF9.0K shares4301.95%2026-06-302026-07-23

MARKET VECTORS GOLD MINERS INDEX ETF MARKET VECTORS GOLD MINERS INDEX ETF13.5K shares1.24%2026-06-302026-07-23

AES CORP COM AES CORP COM69.1K shares-41.36%2026-06-302026-07-23

IJK ISHARES S&P MIDCAP 400 GROWTH INDEX8.6K shares-1.35%2026-06-302026-07-23

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF12.3K shares1.06%2026-06-302026-07-23

XLF FINANCIAL SELECT SECTOR SPDR18.7K shares17.85%2026-06-302026-07-23

Sponsored

VSGX VANGUARD ESG INTERNATIONAL STOCK ETF12.2K shares150.50%2026-06-302026-07-23

IYT ISHARES DJ TRANSPORTATION AVERAGE11.5K sharesnew addition2026-06-302026-07-23

DFSU DIMENSIONAL US SUSTAINABILITY CORE 1 ETF21.4K shares-0.04%2026-06-302026-07-23

MOAT VANECK MORNINGSTAR WIDE MOAT ETF9.6K shares-2.81%2026-06-302026-07-23

PEY POWERSHARES HY DIVIDEND ACHIEVERS41.7K shares-48.98%2026-06-302026-07-23

PEP PEPSICO INC COM7.0K shares-5.84%2026-06-302026-07-23

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR31.5K shares-0.28%2026-06-302026-07-23

ZNOV INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER34.5K shares0.00%2026-06-302026-07-23

Sponsored

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF14.0K shares10.26%2026-06-302026-07-23

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR18.0K shares0.09%2026-06-302026-07-23

ALB-PA ALBEMARLE CORP 7.25 DEP SHS A16.8K shares38.95%2026-06-302026-07-23

XLE ENERGY SELECT SECTOR SPDR17.5K shares14.35%2026-06-302026-07-23

AMGN AMGEN INC2.6K shares-58.87%2026-06-302026-07-23

SCHV SCHWAB US LARGE CAP VALUE ETF26.6K shares-9.72%2026-06-302026-07-23

CGCP CAPITAL GROUP CORE PLUS INCOME ETF41.4K shares-8.16%2026-06-302026-07-23

IWD ISHARES RUSSELL 1000 VALUE ETF3.8K shares0.08%2026-06-302026-07-23

Sponsored

ENTG ENTEGRIS INC COM5.1K shares1.77%2026-06-302026-07-23

HYG ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF11.5K shares26.21%2026-06-302026-07-23

VRT VERTIV HOLDINGS CO COM CL A2.7K shares-23.76%2026-06-302026-07-23

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF9.5K shares-4.08%2026-06-302026-07-23

SCHB SCHWAB ETFS- US BROAD MARKET ETF31.4K shares-1.49%2026-06-302026-07-23

ACA ARCOSA INC COM6.2K shares-7.84%2026-06-302026-07-23

MPB MID PENN BANCORP INC COM25.9K shares0.00%2026-06-302026-07-23

SHW SHERWIN WILLIAMS CO COM2.6K shares-2.18%2026-06-302026-07-23

Sponsored

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF17.0K shares-10.00%2026-06-302026-07-23

IYM ISHARES U.S. BASIC MATERIALS ETF5.0K shares10988.89%2026-06-302026-07-23

DUK DUKE ENERGY CORP NEW COM NEW7.0K shares6.91%2026-06-302026-07-23

SPAB STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF34.7K shares7.64%2026-06-302026-07-23

TXN TEXAS INSTRS INC COM3.0K shares6.58%2026-06-302026-07-23

ASML ASML HLDG NV N Y REGISTRY SHS443 shares-4.11%2026-06-302026-07-23

VBK VANGUARD SMALL-CAP GROWTH ETF2.4K shares-0.08%2026-06-302026-07-23

CSX CSX CORP18.4K shares9.27%2026-06-302026-07-23

Sponsored

VTEB VANGUARD TAX-EXEMPT BOND ETF17.2K shares2.47%2026-06-302026-07-23

BX BLACKSTONE INC COM7.4K shares-9.58%2026-06-302026-07-23

BE BLOOM ENERGY CORP COM CL A2.9K shares698.60%2026-06-302026-07-23

MRVL MARVELL TECHNOLOGY INC COM2.8K shares-21.37%2026-06-302026-07-23

UTILITIES SELECT SECTOR SPDR UTILITIES SELECT SECTOR SPDR18.3K shares-44.91%2026-06-302026-07-23

FTCS FIRST TRUST CAPITAL STRENGTH ETF8.8K shares-0.11%2026-06-302026-07-23

HONEYWELL AEROSPACE INC COM HONEYWELL AEROSPACE INC COM3.7K sharesnew addition2026-06-302026-07-23

VOT VANGUARD MID-CAP GROWTH ETF2.7K shares0.98%2026-06-302026-07-23

Sponsored

BUFF INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF15.5K shares1.31%2026-06-302026-07-23

PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER17.6K shares-17.23%2026-06-302026-07-23

HONEYWELL INTL INC HONEYWELL INTL INC3.6K sharesnew addition2026-06-302026-07-23

CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF21.7K shares-2.31%2026-06-302026-07-23

UFEB INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY20.6K shares0.00%2026-06-302026-07-23

DTE DTE ENERGY CO COM5.2K shares17.02%2026-06-302026-07-23

FN FABRINET SHS1.4K shares-2.69%2026-06-302026-07-23

NXP NUVEEN SELECT TAX-FREE INCOME SH BEN INT55.4K shares-4.58%2026-06-302026-07-23

Sponsored

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF15.8K shares-18.30%2026-06-302026-07-23

HUT HUT 8 CORP COM6.8K sharesnew addition2026-06-302026-07-23

TFI SPDR MUNICIPAL BOND ETF17.0K shares-0.20%2026-06-302026-07-23

CHUBB LIMITED COM CHUBB LIMITED COM2.3K shares-2.56%2026-06-302026-07-23

HFSI HARTFORD STRATEGIC INCOME ETF22.1K shares15.32%2026-06-302026-07-23

MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND16.9K shares179.54%2026-06-302026-07-23

VGT VANGUARD INFORMATION TECHNOLOGY ETF6.5K shares814.41%2026-06-302026-07-23

PFE PFIZER INC COM32.0K shares2.54%2026-06-302026-07-23

Sponsored

JGRO JPMORGAN ACTIVE GROWTH ETF7.7K shares13.79%2026-06-302026-07-23

VANGUARD RUSSELL 2000 ETF VANGUARD RUSSELL 2000 ETF6.2K shares-1.34%2026-06-302026-07-23

BITQ BITWISE CRYPTO INDUSTRY INNOVATORS ETF30.8K shares0.84%2026-06-302026-07-23

PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY15.4K shares246.32%2026-06-302026-07-23

JAVA JPMORGAN ACTIVE VALUE ETF9.3K shares13.40%2026-06-302026-07-23

NNOV INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER23.5K shares0.00%2026-06-302026-07-23

IWS ISHARES RUSSELL MIDCAP VALUE INDEX4.5K shares-6.59%2026-06-302026-07-23

AOA ISHARES TR S&P AGGRESSIVE ALLOCATION FD7.5K shares-0.50%2026-06-302026-07-23

Sponsored

PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER16.2K shares-8.10%2026-06-302026-07-23

ZJUL INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY23.9K shares0.00%2026-06-302026-07-23

CASY CASEYS GEN STORES INC COM888 shares20.16%2026-06-302026-07-23

IAPR INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL21.1K shares0.00%2026-06-302026-07-23

CGUS CAPITAL GROUP CORE EQUITY ETF15.6K shares0.12%2026-06-302026-07-23

GSST GOLDMAN SACHS ULTRA SHORT BOND ETF13.7K shares-73.79%2026-06-302026-07-23

SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF27.7K shares231.34%2026-06-302026-07-23

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF10.5K shares12.16%2026-06-302026-07-23

Sponsored

KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL17.2K shares0.41%2026-06-302026-07-23

THYF T. ROWE PRICE U.S. HIGH YIELD ETF13.2K shares-9.36%2026-06-302026-07-23

SCMB SCHWAB MUNICIPAL BOND ETF26.3K shares-0.81%2026-06-302026-07-23

ESGU ISHARES ESG AWARE MSCI USA ETF4.1K shares-16.52%2026-06-302026-07-23

OEF ISHARES TR S&P 100 INDEX FUND1.9K shares15.09%2026-06-302026-07-23

AOR ISHARES GROWTH ALLOCATION ETF9.7K shares3.11%2026-06-302026-07-23

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND6.7K shares40.06%2026-06-302026-07-23

CBOE CBOE GLOBAL MKTS INC COM2.8K shares-3.43%2026-06-302026-07-23

Sponsored

STLD STEEL DYNAMICS INC COM2.9K shares-3.45%2026-06-302026-07-23

NFEB INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY22.2K shares0.00%2026-06-302026-07-23

JGLO JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF9.4K shares11.58%2026-06-302026-07-23

TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF13.4K shares-0.94%2026-06-302026-07-23

NETFLIX COM INC NETFLIX COM INC9.3K shares-11.39%2026-06-302026-07-23

BLK BLACKROCK INC677 shares7.80%2026-06-302026-07-23

DSI ISHARES ESG MSCI KLD 400 ETF4.6K shares48.25%2026-06-302026-07-23

ARKB ARK 21SHARES BITCOIN ETF33.3K shares17.21%2026-06-302026-07-23

Sponsored

S&P GLOBAL INC COM S&P GLOBAL INC COM1.6K shares-24.64%2026-06-302026-07-23

FIX COMFORT SYS USA INC COM317 shares0.32%2026-06-302026-07-23

DFSI DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF13.9K shares11.08%2026-06-302026-07-23

PANW PALO ALTO NETWORKS INC COM1.8K shares36.67%2026-06-302026-07-23

DELL DELL TECHNOLOGIES INC CL C1.5K shares2.18%2026-06-302026-07-23

T AT&T INC COM30.3K shares1.98%2026-06-302026-07-23

SMMU PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF12.4K shares3.24%2026-06-302026-07-23

VTWV VANGUARD RUSSELL 2000 VALUE ETF3.2K shares-1.40%2026-06-302026-07-23

Sponsored

BYLD ISHARES YIELD OPTIMIZED BOND ETF27.4K shares0.13%2026-06-302026-07-23

ARM ARM HOLDINGS PLC SPONSORED ADS1.7K shares3.93%2026-06-302026-07-23

LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF15.2K shares9.38%2026-06-302026-07-23

TGT TARGET CORP COM4.6K shares4.32%2026-06-302026-07-23

NU NU HLDGS LTD ORD SHS CL A44.5K shares12.12%2026-06-302026-07-23

XLB MATERIALS SELECT SECTOR SPDR11.7K shares9.78%2026-06-302026-07-23

CNQ CANADIAN NAT RES LTD MED TERM COM14.8K shares5.61%2026-06-302026-07-23

DAL DELTA AIR LINES INC DEL CMN6.2K shares12.01%2026-06-302026-07-23

Sponsored

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM1.8K shares2.34%2026-06-302026-07-23

BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY9.8K shares0.00%2026-06-302026-07-23

OSK OSHKOSH CORP COM3.7K shares-0.03%2026-06-302026-07-23

KNOV INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - NOVEMBER18.0K shares0.00%2026-06-302026-07-23

APG API GROUP CORP COM STK13.3K shares13.99%2026-06-302026-07-23

VXF VANGUARD EXTENDED MARKET ETF2.3K shares0.17%2026-06-302026-07-23

SPSB SPDR BARCLAYS CAPITAL SHORT TERM CORP BD18.8K shares12.35%2026-06-302026-07-23

COIN COINBASE GLOBAL INC COM CL A3.8K shares-4.99%2026-06-302026-07-23

Sponsored

ISEP INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER16.2K shares0.00%2026-06-302026-07-23

IVOO VANGUARD S&P MID-CAP 400 ETF4.3K shares0.00%2026-06-302026-07-23

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF10.6K shares-9.37%2026-06-302026-07-23

ADI ANALOG DEVICES INC COM1.4K shares18.53%2026-06-302026-07-23

FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF11.3K shares-0.34%2026-06-302026-07-23

ITA ISHARES TR DOW JONESUS AEROSPACE & DEF2.2K shares0.40%2026-06-302026-07-23

WASTE MGMT INC DEL COM WASTE MGMT INC DEL COM2.4K shares-1.99%2026-06-302026-07-23

MKL MARKEL GROUP INC COM274 shares-3.52%2026-06-302026-07-23

Sponsored

EAPR INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL16.2K shares0.45%2026-06-302026-07-23

POCT INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER11.5K shares-7.30%2026-06-302026-07-23

FTBD FIDELITY TACTICAL BOND ETF10.8K shares50.10%2026-06-302026-07-23

CMI CUMMINS INC COM747 shares0.81%2026-06-302026-07-23

HOOD ROBINHOOD MKTS INC COM CL A5.3K shares-31.83%2026-06-302026-07-23

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF5.3K shares-22.74%2026-06-302026-07-23

BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR21.2K shares1.06%2026-06-302026-07-23

APPLOVIN CORP COM CL A APPLOVIN CORP COM CL A1.0K shares0.00%2026-06-302026-07-23

Sponsored

RAFE PIMCO RAFI ESG U.S. ETF11.0K shares187.25%2026-06-302026-07-23

QCOM QUALCOMM INC2.8K shares-8.85%2026-06-302026-07-23

IAK ISHARES U.S. INSURANCE ETF3.7K shares95.73%2026-06-302026-07-23

FEGE FIRST EAGLE GLOBAL EQUITY ETF10.7K shares17.85%2026-06-302026-07-23

INOV INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF NOVEMBER14.1K shares0.00%2026-06-302026-07-23

AEP AMERICAN ELEC PWR CO INC COM3.8K shares0.42%2026-06-302026-07-23

TW TRADEWEB MKTS INC CL A5.2K shares-2.82%2026-06-302026-07-23

EVSM EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF10.3K shares284.51%2026-06-302026-07-23

Sponsored

ZAUG INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST18.6K shares0.00%2026-06-302026-07-23

IWR ISHARES TR RUSSELL MIDCAP INDEX FD4.6K shares-4.45%2026-06-302026-07-23

VDE VANGUARD ENERGY ETF3.4K shares9.66%2026-06-302026-07-23

DGRO ISHARES CORE DIVIDEND GROWTH ETF6.7K shares0.39%2026-06-302026-07-23

DIS DISNEY WALT CO COM5.3K shares-0.26%2026-06-302026-07-23

SLYG STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF4.3K shares-0.72%2026-06-302026-07-23

SMLV STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF3.2K shares33.90%2026-06-302026-07-23

IYF ISHARES U.S. FINANCIALS ETF3.9K shares246.31%2026-06-302026-07-23

Sponsored

FI FISERV INC10.2K shares-0.20%2026-06-302026-07-23

EME EMCOR GROUP INC601 shares0.00%2026-06-302026-07-23

DECW ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF14.0K shares0.00%2026-06-302026-07-23

VT VANGUARD TOTAL WORLD STOCK ETF3.2K shares-20.33%2026-06-302026-07-23

FLDR FIDELITY LOW DURATION BOND FACTOR ETF9.9K shares-8.35%2026-06-302026-07-23

ETH GRAYSCALE ETHEREUM STAKING MINI ETF32.7K shares-5.45%2026-06-302026-07-23

NOCT INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER7.8K shares-21.92%2026-06-302026-07-23

RSG REPUBLIC SVCS INC COM2.3K shares4.19%2026-06-302026-07-23

Sponsored

ABRDN PHYSICAL GOLD SHARES ETF ABRDN PHYSICAL GOLD SHARES ETF12.6K shares0.00%2026-06-302026-07-23

COP CONOCOPHILLIPS COM4.6K shares9.83%2026-06-302026-07-23

BA BOEING CO COM2.2K shares2.41%2026-06-302026-07-23

CORTEVA INC COM CORTEVA INC COM5.6K shares-0.95%2026-06-302026-07-23

TTE TOTALENERGIES SE ACT6.1K shares0.00%2026-06-302026-07-23

SNOWFLAKE INC COM SHS SNOWFLAKE INC COM SHS1.9K shares2351.32%2026-06-302026-07-23

ICE INTERCONTINENTAL EXCHANGE INC COM3.8K shares-12.81%2026-06-302026-07-23

SDY SPDR SER TR S&P DIVID ETF3.1K shares10.25%2026-06-302026-07-23

Sponsored

HIG HARTFORD FINL SVCS GROUP INC3.5K shares0.77%2026-06-302026-07-23

KNF KNIFE RIVER CORP COMMON STOCK5.6K shares0.34%2026-06-302026-07-23

CRSP CRISPR THERAPEUTICS AG NAMEN AKT8.5K shares6.25%2026-06-302026-07-23

ENB ENBRIDGE INC COM8.5K shares0.00%2026-06-302026-07-23

IWP ISHARES RUSSELL MID-CAP GROWTH ETF3.1K shares12.04%2026-06-302026-07-23

MOH MOLINA HEALTHCARE INC2.0K shares-5.86%2026-06-302026-07-23

DFSE DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF9.3K shares4.56%2026-06-302026-07-23

LRGE CLEARBRIDGE LARGE CAP GROWTH SELECT ETF5.3K shares164.32%2026-06-302026-07-23

Sponsored

HELO JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF6.7K shares0.00%2026-06-302026-07-23

CTAS CINTAS CORP COM2.6K shares-4.26%2026-06-302026-07-23

AIPO DEFIANCE AI & POWER INFRASTRUCTURE ETF13.4K shares20.45%2026-06-302026-07-23

SCHE SCHWAB EMERGING MARKET EQ ETF12.3K shares-7.39%2026-06-302026-07-23

VFMO VANGUARD U.S. MOMENTUM FACTOR ETF1.8K shares7.51%2026-06-302026-07-23

NLR VANECK URANIUM AND NUCLEAR ETF3.8K shares-0.52%2026-06-302026-07-23

SOLV SOLVENTUM CORP COM SHS5.8K shares44.24%2026-06-302026-07-23

NSC NORFOLK SOUTHERN CRP1.4K shares21.48%2026-06-302026-07-23

Sponsored

TT TRANE TECHNOLOGIES PLC SHS900 shares11.39%2026-06-302026-07-23

VTWG VANGUARD RUSSELL 2000 GROWTH ETF1.5K shares-0.71%2026-06-302026-07-23

WEC WEC ENERGY GROUP INC COM3.8K shares0.43%2026-06-302026-07-23

SLVR SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF8.6K shares2.26%2026-06-302026-07-23

MICROSTRATEGY INC A NEW MICROSTRATEGY INC A NEW5.0K shares1.02%2026-06-302026-07-23

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST827 shares0.00%2026-06-302026-07-23

ESGD ISHARES ESG AWARE MSCI EAFE ETF4.2K shares9.12%2026-06-302026-07-23

ECL ECOLAB INC COM1.5K shares11.47%2026-06-302026-07-23

Sponsored

CGHM CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF16.5K shares49.28%2026-06-302026-07-23

WPM WHEATON PRECIOUS METALS CORP COM3.8K shares2.30%2026-06-302026-07-23

UNP UNION PAC CORP COM1.6K shares-16.33%2026-06-302026-07-23

DTCR GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF13.9K shares19.92%2026-06-302026-07-23

MTRN MATERION CORP COM1.4K shares0.00%2026-06-302026-07-23

INMU ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF17.1K shares1042.79%2026-06-302026-07-23

EEM ISHARES MSCI EMERGING MARKETS ETF6.1K shares-5.72%2026-06-302026-07-23

QTPI NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF16.2K shares1.13%2026-06-302026-07-23

Sponsored

JPIE JPMORGAN INCOME ETF8.9K shares4.31%2026-06-302026-07-23

KR KROGER CO COM7.4K shares0.01%2026-06-302026-07-23

FBTC FIDELITY WISE ORIGIN BITCOIN FUND8.0K shares-0.75%2026-06-302026-07-23

IWN ISHARES RUSSELL 2000 VALUE1.8K shares5.94%2026-06-302026-07-23

USMV ISHARES MSCI USA MIN VOL FACTOR ETF4.2K shares-7.60%2026-06-302026-07-23

ARK INNOVATION ETF ARK INNOVATION ETF5.0K shares3.38%2026-06-302026-07-23

XLP CONSUMER STAPLES SELECT SECTOR SPDR4.8K shares8.87%2026-06-302026-07-23

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF2.9K shares1.00%2026-06-302026-07-23

Sponsored

EAOR ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF10.6K shares-1.20%2026-06-302026-07-23

PRU PRUDENTIAL FINL INC3.7K shares-10.52%2026-06-302026-07-23

USB US BANCORP COM NEW6.6K shares1.11%2026-06-302026-07-23

STRV STRIVE 500 ETF8.2K shares6.14%2026-06-302026-07-23

CNC CENTENE CORP DEL6.1K shares-3.15%2026-06-302026-07-23

FREEPORT MCMORAN COPPER FREEPORT MCMORAN COPPER6.2K shares1.12%2026-06-302026-07-23

WWD WOODWARD INC COM918 shares-37.17%2026-06-302026-07-23

ESGE iShares MSCI EM ESG Optimized ETF7.1K shares51.90%2026-06-302026-07-23

Sponsored

XLY CONSUMER DISCRETIONARY SEL SECTOR SPDR FD3.3K shares-76.53%2026-06-302026-07-23

SBUX STARBUCKS CORP3.8K shares-0.89%2026-06-302026-07-23

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND7.4K shares15.39%2026-06-302026-07-23

GRAB GRAB HOLDINGS LIMITED CLASS A ORD102.0K shares1.88%2026-06-302026-07-23

PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH8.0K shares0.00%2026-06-302026-07-23

TJX TJX COS INC NEW COM2.5K shares3.03%2026-06-302026-07-23

FMUB FIDELITY MUNICIPAL BOND OPPORTUNITIES ETF7.4K sharesnew addition2026-06-302026-07-23

CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF14.3K shares32.05%2026-06-302026-07-23

Sponsored

IWV ISHARES RUSSELL 3000 ETF886 shares0.23%2026-06-302026-07-23

GIS GENERAL MILLS INC COM10.8K shares19.62%2026-06-302026-07-23

HCA HCA HEALTHCARE INC COM960 shares11.63%2026-06-302026-07-23

PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY8.9K shares40.26%2026-06-302026-07-23

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF4.2K shares3.08%2026-06-302026-07-23

SILJ AMPLIFY JUNIOR SILVER MINERS ETF14.1K shares0.79%2026-06-302026-07-23

RSI RUSH STREET INTERACTIVE INC COM12.2K shares0.00%2026-06-302026-07-23

DVY ISHARES DJ SELECT DIVIDEND2.3K shares9.35%2026-06-302026-07-23

Sponsored

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN8.9K shares9.82%2026-06-302026-07-23

BSV VANGUARD SHORT TERM BOND4.6K shares-22.37%2026-06-302026-07-23

XBI SPDR BIOTECH ETF2.3K shares22.83%2026-06-302026-07-23

TRUP TRUPANION INC COM14.5K shares13.20%2026-06-302026-07-23

ISHARES S&P 500 INDEX

4.27%

Shares149.5K

Event2026-06-30

Filed2026-07-23

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

-11.87%

Shares933.9K

Event2026-06-30

Filed2026-07-23

DFIC

DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF

0.86%

Shares1.2M

Event2026-06-30

Filed2026-07-23

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

2.38%

Shares821.1K

Event2026-06-30

Filed2026-07-23

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

2.66%

Shares1.1M

Event2026-06-30

Filed2026-07-23

AAPL

APPLE INC

10.41%

Shares130.3K

Event2026-06-30

Filed2026-07-23

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

1.76%

Shares502.9K

Event2026-06-30

Filed2026-07-23

VUG

VANGUARD GROWTH ETF

573.65%

Shares395.3K

Event2026-06-30

Filed2026-07-23

ISHARES AGGREGATE BOND ETF

1.27%

Shares342.5K

Event2026-06-30

Filed2026-07-23

IJH

ISHARES CORE S&P MID CAP ETF

13.45%

Shares432.6K

Event2026-06-30

Filed2026-07-23

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

4.45%

Shares733.1K

Event2026-06-30

Filed2026-07-23

PVAL

PUTNAM FOCUSED LARGE CAP VALUE ETF

10.80%

Shares625.2K

Event2026-06-30

Filed2026-07-23

VANGUARD TOTAL STOCK MARKET ETF

1.28%

Shares82.4K

Event2026-06-30

Filed2026-07-23

DFEM

DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF

1.83%

Shares701.0K

Event2026-06-30

Filed2026-07-23

SCHD

SCHWAB US DIVIDEND EQUITY ETF

5.55%

Shares851.0K

Event2026-06-30

Filed2026-07-23

VWO

VANGUARD FTSE EMERGING MARKETS ETF

4.10%

Shares438.3K

Event2026-06-30

Filed2026-07-23

NVDA

NVIDIA CORPORATION COM

-0.53%

Shares130.2K

Event2026-06-30

Filed2026-07-23

AFIF

ANFIELD UNIVERSAL FIXED INCOME ETF

16.25%

Shares2.7M

Event2026-06-30

Filed2026-07-23

IDEV

ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF

6.97%

Shares277.0K

Event2026-06-30

Filed2026-07-23

SPDR S&P 500 ETF

4.03%

Shares31.3K

Event2026-06-30

Filed2026-07-23

STATE STREET SPDR PORTFOLIO S&P 500 ETF

6.48%

Shares264.5K

Event2026-06-30

Filed2026-07-23

CGGR

CAPITAL GROUP GROWTH ETF

3.20%

Shares486.4K

Event2026-06-30

Filed2026-07-23

MSFT

MICROSOFT

-2.33%

Shares60.8K

Event2026-06-30

Filed2026-07-23

SHV

ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF

16.97%

Shares201.8K

Event2026-06-30

Filed2026-07-23

VANGUARD MID CAP

337.46%

Shares274.5K

Event2026-06-30

Filed2026-07-23

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

7.44%

Shares139.8K

Event2026-06-30

Filed2026-07-23

VIOO

VANGUARD S&P SMALL-CAP 600 ETF

14.06%

Shares160.0K

Event2026-06-30

Filed2026-07-23

VOO

VANGUARD S&P 500 ETF

2.33%

Shares31.9K

Event2026-06-30

Filed2026-07-23

GLD

SPDR GOLD ETF

-2.57%

Shares58.8K

Event2026-06-30

Filed2026-07-23

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

-1.20%

Shares255.2K

Event2026-06-30

Filed2026-07-23

SCHO

SCHWAB SHORT TERM US TREASURY ETF

8.64%

Shares847.6K

Event2026-06-30

Filed2026-07-23

CGCB

CAPITAL GROUP CORE BOND ETF

11.71%

Shares757.9K

Event2026-06-30

Filed2026-07-23

JBND

JPMORGAN ACTIVE BOND ETF

174.67%

Shares358.6K

Event2026-06-30

Filed2026-07-23

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

28.46%

Shares206.9K

Event2026-06-30

Filed2026-07-23

QQQ

Invesco QQQ Trust

4.95%

Shares24.1K

Event2026-06-30

Filed2026-07-23

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

0.53%

Shares421.3K

Event2026-06-30

Filed2026-07-23

PAAA

PGIM AAA CLO ETF

11.16%

Shares338.0K

Event2026-06-30

Filed2026-07-23

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

-9.20%

Shares292.4K

Event2026-06-30

Filed2026-07-23

SOXX

ISHARES SEMICONDUCTOR ETF

-9.31%

Shares22.6K

Event2026-06-30

Filed2026-07-23

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

2.41%

Shares287.3K

Event2026-06-30

Filed2026-07-23

AMZN

AMAZON.COM INC

1.46%

Shares58.9K

Event2026-06-30

Filed2026-07-23

EFA

ISHARES MSCI EAFE ETF

5.52%

Shares134.8K

Event2026-06-30

Filed2026-07-23

DFSV

DIMENSIONAL US SMALL CAP VALUE ETF

3.59%

Shares349.1K

Event2026-06-30

Filed2026-07-23

VANGUARD SMALL CAP ETF

8.93%

Shares43.1K

Event2026-06-30

Filed2026-07-23

SHY

ISHARES 1-3 YR TREASURY BOND ETF

1.76%

Shares155.2K

Event2026-06-30

Filed2026-07-23

CGCV

CAPITAL GROUP CONSERVATIVE EQUITY ETF

7.56%

Shares367.7K

Event2026-06-30

Filed2026-07-23

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

26.91%

Shares100.6K

Event2026-06-30

Filed2026-07-23

CGBL

CAPITAL GROUP CORE BALANCED ETF

12.31%

Shares271.5K

Event2026-06-30

Filed2026-07-23

DUHP

DIMENSIONAL US HIGH PROFITABILITY ETF

-2.60%

Shares245.4K

Event2026-06-30

Filed2026-07-23

TSM

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

-2.30%

Shares20.2K

Event2026-06-30

Filed2026-07-23

JPMORGAN CHASE & CO COM

-15.67%

Shares29.3K

Event2026-06-30

Filed2026-07-23

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

1.69%

Shares107.9K

Event2026-06-30

Filed2026-07-23

WTRG

ESSENTIAL UTILS INC COM

0.02%

Shares232.7K

Event2026-06-30

Filed2026-07-23

VGIT

VANGUARD INTERMEDIATE-TERM TREASURY ETF

6.18%

Shares146.4K

Event2026-06-30

Filed2026-07-23

GOOGL

ALPHABET INC CLASS A

-2.54%

Shares23.9K

Event2026-06-30

Filed2026-07-23

FMDE

FIDELITY ENHANCED MID CAP CORE ETF

13.21%

Shares206.8K

Event2026-06-30

Filed2026-07-23

CEFS

SABA CLOSED END FUNDS ETF

14.85%

Shares323.2K

Event2026-06-30

Filed2026-07-23

META PLATFORMS INC CL A

-3.17%

Shares14.7K

Event2026-06-30

Filed2026-07-23

BIL

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

9.82%

Shares86.6K

Event2026-06-30

Filed2026-07-23

HYGH

ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF

15.83%

Shares89.8K

Event2026-06-30

Filed2026-07-23

ARDC

ARES DYNAMIC CR ALLOCATION FD COM

19.54%

Shares601.3K

Event2026-06-30

Filed2026-07-23

REM

ISHARES MORTGAGE REAL ESTATE ETF

18.90%

Shares343.0K

Event2026-06-30

Filed2026-07-23

IAU

ISHARES GOLD TRUST ETF

0.14%

Shares99.8K

Event2026-06-30

Filed2026-07-23

FDVV

FIDELITY HIGH DIVIDEND ETF

1.44%

Shares122.7K

Event2026-06-30

Filed2026-07-23

BKLN

POWERSHARES ETF SENIOR LOAN PORT NYSE ARCA INC

17.94%

Shares362.9K

Event2026-06-30

Filed2026-07-23

PFFA

VIRTUS INFRACAP U.S. PREFERRED STOCK ETF

17.17%

Shares357.2K

Event2026-06-30

Filed2026-07-23

SCHM

SCHWAB US MID-CAP ETF

2.73%

Shares195.7K

Event2026-06-30

Filed2026-07-23

JBBB

JANUS HENDERSON B-BBB CLO ETF

18.14%

Shares151.8K

Event2026-06-30

Filed2026-07-23

TSLA

TESLA MOTORS INC

2.69%

Shares16.9K

Event2026-06-30

Filed2026-07-23

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares51.2K

Event2026-06-30

Filed2026-07-23

SEIX

VIRTUS SEIX SENIOR LOAN ETF

19.38%

Shares299.7K

Event2026-06-30

Filed2026-07-23

JMUB

JPMORGAN MUNICIPAL ETF

1.02%

Shares136.0K

Event2026-06-30

Filed2026-07-23

CAT

CATERPILLAR INC COM

-3.06%

Shares6.2K

Event2026-06-30

Filed2026-07-23

COSTCO WHOLESALE CORP

0.74%

Shares7.1K

Event2026-06-30

Filed2026-07-23

GOOG

ALPHABET INC CAP STK CL C

-2.57%

Shares18.5K

Event2026-06-30

Filed2026-07-23

DFGR

DIMENSIONAL GLOBAL REAL ESTATE ETF

4.24%

Shares224.6K

Event2026-06-30

Filed2026-07-23

DFCF

DIMENSIONAL CORE FIXED INCOME ETF

5.49%

Shares148.2K

Event2026-06-30

Filed2026-07-23

GE AEROSPACE COM NEW

-0.34%

Shares16.6K

Event2026-06-30

Filed2026-07-23

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF

2601.10%

Shares39.4K

Event2026-06-30

Filed2026-07-23

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

5.09%

Shares70.3K

Event2026-06-30

Filed2026-07-23

CARR

CARRIER GLOBAL CORPORATION COM

-1.17%

Shares80.6K

Event2026-06-30

Filed2026-07-23

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

3.68%

Shares141.4K

Event2026-06-30

Filed2026-07-23

ARK NEXT GENERATION INTERNET ETF

8.97%

Shares40.0K

Event2026-06-30

Filed2026-07-23

RWL

INVESCO S&P 500 REVENUE ETF

2.46%

Shares43.3K

Event2026-06-30

Filed2026-07-23

BROADCOM INC COM

7.78%

Shares14.5K

Event2026-06-30

Filed2026-07-23

BANK OF NY MELLON CORP COM

-4.04%

Shares37.4K

Event2026-06-30

Filed2026-07-23

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

13.73%

Shares196.6K

Event2026-06-30

Filed2026-07-23

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

13.64%

Shares53.7K

Event2026-06-30

Filed2026-07-23

3M CO COM

34.28%

Shares31.5K

Event2026-06-30

Filed2026-07-23

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-3.70%

Shares178.8K

Event2026-06-30

Filed2026-07-23

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

-10.24%

Shares9.8K

Event2026-06-30

Filed2026-07-23

SHOP

SHOPIFY INC CL A SUB VTG SHS

4.07%

Shares42.6K

Event2026-06-30

Filed2026-07-23

NJAN

INNOVATOR GROWTH-100 POWER BUFFER ETF - JANUARY

-35.86%

Shares80.5K

Event2026-06-30

Filed2026-07-23

PHILIP MORRIS INTL INC

-1.84%

Shares26.3K

Event2026-06-30

Filed2026-07-23

TMO

THERMO FISHER SCIENTIFIC INC COM

-2.29%

Shares9.3K

Event2026-06-30

Filed2026-07-23

BUFZ

FT VEST LADDERED MODERATE BUFFER ETF

47.39%

Shares165.1K

Event2026-06-30

Filed2026-07-23

JOHNSON CTLS INC

-6.87%

Shares31.0K

Event2026-06-30

Filed2026-07-23

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

-4.29%

Shares90.5K

Event2026-06-30

Filed2026-07-23

FTMN

FRANKLIN MINNESOTA MUNICIPAL INCOME ETF

12.58%

Shares483.7K

Event2026-06-30

Filed2026-07-23

XLK

TECHNOLOGY SELECT SECTOR SPDR

6.34%

Shares22.6K

Event2026-06-30

Filed2026-07-23

IWF

ISHARES RUSSELL 1000 GROWTH ETF

297.15%

Shares34.2K

Event2026-06-30

Filed2026-07-23

IJAN

INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - JANUARY

-0.72%

Shares110.9K

Event2026-06-30

Filed2026-07-23

DES

WISDOMTREE SMALLCAP DIVIDEND

8.58%

Shares103.8K

Event2026-06-30

Filed2026-07-23

JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF

-41.32%

Shares68.4K

Event2026-06-30

Filed2026-07-23

IWM

ISHARES RUSSELL 2000 ETF

1.59%

Shares13.5K

Event2026-06-30

Filed2026-07-23

CGMU

CAPITAL GROUP MUNICIPAL INCOME ETF

7.64%

Shares147.0K

Event2026-06-30

Filed2026-07-23

KJAN

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

-1.45%

Shares88.4K

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP

0.69%

Shares9.6K

Event2026-06-30

Filed2026-07-23

VCR

VANGUARD CONSUMER DISCRETIONARY ETF

1238.26%

Shares10.0K

Event2026-06-30

Filed2026-07-23

BBUS

JPMORGAN BETABUILDERS U.S. EQUITY ETF

16.88%

Shares29.3K

Event2026-06-30

Filed2026-07-23

ABT

ABBOTT LABORATORIES COM

-1.07%

Shares42.9K

Event2026-06-30

Filed2026-07-23

JNJ

JOHNSON & JOHNSON COM

0.58%

Shares15.2K

Event2026-06-30

Filed2026-07-23

WMT

WALMART INC COM

4.67%

Shares33.7K

Event2026-06-30

Filed2026-07-23

AMD

ADVANCED MICRO DEVICES INC COM

-3.16%

Shares6.5K

Event2026-06-30

Filed2026-07-23

VBR

VANGUARD SMALL CAP VALUE ETF

0.44%

Shares15.2K

Event2026-06-30

Filed2026-07-23

VTV

VANGUARD VALUE ETF

0.86%

Shares16.6K

Event2026-06-30

Filed2026-07-23

ISHARES CORE MSCI EAFE ETF

4.09%

Shares37.0K

Event2026-06-30

Filed2026-07-23

GILD

GILEAD SCIENCES INC

-1.19%

Shares27.1K

Event2026-06-30

Filed2026-07-23

MMIT

NYLI MACKAY MUNI INTERMEDIATE ETF

-0.94%

Shares140.1K

Event2026-06-30

Filed2026-07-23

ITOT

ISHARES TR S&P 1500 INDEX FD

0.05%

Shares20.7K

Event2026-06-30

Filed2026-07-23

NJUL

INNOVATOR GROWTH-100 POWER BUFFER ETF - JULY

493.43%

Shares44.0K

Event2026-06-30

Filed2026-07-23

SPMD

STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF

-0.84%

Shares50.0K

Event2026-06-30

Filed2026-07-23

SCHX

SCHWAB STRATEGIC TR US LRG CAP ETF

-7.83%

Shares114.2K

Event2026-06-30

Filed2026-07-23

CENTERPOINT ENERGY INC COM

2.71%

Shares76.1K

Event2026-06-30

Filed2026-07-23

WTAI

WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION FUND

-0.70%

Shares70.3K

Event2026-06-30

Filed2026-07-23

TCHP

T. ROWE PRICE BLUE CHIP GROWTH ETF

5.07%

Shares66.1K

Event2026-06-30

Filed2026-07-23

APH

AMPHENOL CORP CL A

0.76%

Shares18.3K

Event2026-06-30

Filed2026-07-23

RTX CORPORATION COM

-2.46%

Shares17.0K

Event2026-06-30

Filed2026-07-23

OKE

ONEOK INC NEW COM

11.17%

Shares36.4K

Event2026-06-30

Filed2026-07-23

NOC

NORTHROP GRUMMAN CORP COM

-3.34%

Shares6.2K

Event2026-06-30

Filed2026-07-23

FLOT

ISHARES FLOATING RATE BOND ETF

-9.79%

Shares61.4K

Event2026-06-30

Filed2026-07-23

JAAA

JANUS HENDERSON AAA CLO ETF

5.59%

Shares62.0K

Event2026-06-30

Filed2026-07-23

COF

CAPITAL ONE FINANCIAL CORP

0.09%

Shares15.5K

Event2026-06-30

Filed2026-07-23

RSP

GUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT

-0.27%

Shares14.6K

Event2026-06-30

Filed2026-07-23

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

-3.69%

Shares66.0K

Event2026-06-30

Filed2026-07-23

GLW

CORNING INC COM

44.97%

Shares12.1K

Event2026-06-30

Filed2026-07-23

LLY

ELI LILLY & CO COM

-6.13%

Shares2.6K

Event2026-06-30

Filed2026-07-23

JMHI

JPMORGAN HIGH YIELD MUNICIPAL ETF

2.63%

Shares59.8K

Event2026-06-30

Filed2026-07-23

IYW

ISHARES DJ US TECHNOLOGY

3.69%

Shares11.6K

Event2026-06-30

Filed2026-07-23

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

0.02%

Shares50.8K

Event2026-06-30

Filed2026-07-23

GEV

GE VERNOVA INC COM

-13.25%

Shares2.5K

Event2026-06-30

Filed2026-07-23

LIN

LINDE PLC SHS

-0.11%

Shares5.6K

Event2026-06-30

Filed2026-07-23

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

0.86%

Shares10.0K

Event2026-06-30

Filed2026-07-23

PROCTER & GAMBLE CO COM

1.73%

Shares19.7K

Event2026-06-30

Filed2026-07-23

FIRSTENERGY CORP

21.60%

Shares60.2K

Event2026-06-30

Filed2026-07-23

GOLDMAN SACHS GROUP INC

113.14%

Shares2.8K

Event2026-06-30

Filed2026-07-23

XLI

INDUSTRIAL SELECT SECTOR SPDR

10.94%

Shares15.3K

Event2026-06-30

Filed2026-07-23

VIG

VANGUARD DIVIDEND APPRECIATION ETF

53.39%

Shares11.8K

Event2026-06-30

Filed2026-07-23

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

-0.77%

Shares54.7K

Event2026-06-30

Filed2026-07-23

QQQM

INVESCO NASDAQ 100 ETF

-0.88%

Shares9.0K

Event2026-06-30

Filed2026-07-23

CEG

CONSTELLATION ENERGY CORP COM

7.51%

Shares10.9K

Event2026-06-30

Filed2026-07-23

FLMI

FRANKLIN DYNAMIC MUNICIPAL BOND ETF

23.09%

Shares105.3K

Event2026-06-30

Filed2026-07-23

PAPR

INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL

-0.29%

Shares62.5K

Event2026-06-30

Filed2026-07-23

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

0.53%

Shares65.2K

Event2026-06-30

Filed2026-07-23

MASTERCARD INC

0.38%

Shares5.0K

Event2026-06-30

Filed2026-07-23

FBND

FIDELITY TOTAL BOND ETF

-11.61%

Shares56.2K

Event2026-06-30

Filed2026-07-23

JMST

JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF

-8.59%

Shares50.0K

Event2026-06-30

Filed2026-07-23

BTI

BRITISH AMERICAN TOBACCO

-11.35%

Shares40.9K

Event2026-06-30

Filed2026-07-23

ETN

EATON CORP PLC SHS

3.91%

Shares5.9K

Event2026-06-30

Filed2026-07-23

VISA INC

3.45%

Shares7.2K

Event2026-06-30

Filed2026-07-23

VEU

VANGUARD FTSE ALL-WORLD EX-US

18.65%

Shares29.3K

Event2026-06-30

Filed2026-07-23

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

0.10%

Shares29.8K

Event2026-06-30

Filed2026-07-23

LMT

LOCKHEED MARTIN CORP

-1.66%

Shares4.7K

Event2026-06-30

Filed2026-07-23

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

-0.53%

Shares39.3K

Event2026-06-30

Filed2026-07-23

NEXTERA ENERGY INC COM

25.78%

Shares27.0K

Event2026-06-30

Filed2026-07-23

VONE

VANGUARD RUSSELL 1000 ETF

-0.15%

Shares6.8K

Event2026-06-30

Filed2026-07-23

LRCX

LAM RESEARCH CORP COM NEW

-20.82%

Shares5.2K

Event2026-06-30

Filed2026-07-23

CME

CME GROUP INC COM

-5.44%

Shares10.2K

Event2026-06-30

Filed2026-07-23

DFIS

DIMENSIONAL INTERNATIONAL SMALL CAP ETF

4.27%

Shares63.4K

Event2026-06-30

Filed2026-07-23

CVX

CHEVRON CORPORATION COM

6.32%

Shares13.4K

Event2026-06-30

Filed2026-07-23

UBER

UBER TECHNOLOGIES INC COM

5.18%

Shares30.7K

Event2026-06-30

Filed2026-07-23

BMY

BRISTOL-MYERS SQUIBB CO COM

-0.83%

Shares38.3K

Event2026-06-30

Filed2026-07-23

MUB

ISHARES AMT-FREE MUNI BOND ETF

7.95%

Shares20.5K

Event2026-06-30

Filed2026-07-23

ASTRAZENECA PLC ORD

-3.33%

Shares11.6K

Event2026-06-30

Filed2026-07-23

INGERSOLL RAND INC COM

9.03%

Shares26.5K

Event2026-06-30

Filed2026-07-23

CVS

CVS HEALTH CORP COM

1.67%

Shares21.0K

Event2026-06-30

Filed2026-07-23

VANGUARD LARGE CAP

-4.06%

Shares6.3K

Event2026-06-30

Filed2026-07-23

BND

VANGUARD TOTAL BOND MARKET ETF

-87.09%

Shares28.5K

Event2026-06-30

Filed2026-07-23

SDVY

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

17.07%

Shares48.3K

Event2026-06-30

Filed2026-07-23

TCAF

T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF

2.34%

Shares50.7K

Event2026-06-30

Filed2026-07-23

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

-14.73%

Shares2.2K

Event2026-06-30

Filed2026-07-23

DGT

STATE STREET SPDR GLOBAL DOW ETF

-0.27%

Shares11.1K

Event2026-06-30

Filed2026-07-23

CISCO SYS INC

-1.11%

Shares17.5K

Event2026-06-30

Filed2026-07-23

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

0.11%

Shares20.9K

Event2026-06-30

Filed2026-07-23

MELI

MERCADOLIBRE INC

10.14%

Shares1.2K

Event2026-06-30

Filed2026-07-23

HOME DEPOT

-1.89%

Shares5.6K

Event2026-06-30

Filed2026-07-23

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

-0.80%

Shares40.1K

Event2026-06-30

Filed2026-07-23

SPEM

STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF

-13.94%

Shares38.3K

Event2026-06-30

Filed2026-07-23

VNQ

VANGUARD REIT INDEX ETF

-0.57%

Shares20.3K

Event2026-06-30

Filed2026-07-23

MICRON TECHNOLOGY

-17.90%

Shares1.7K

Event2026-06-30

Filed2026-07-23

QUANTA SERVICES INC

-1.16%

Shares2.6K

Event2026-06-30

Filed2026-07-23

JCPB

JPMORGAN CORE PLUS BOND ETF

30.10%

Shares39.0K

Event2026-06-30

Filed2026-07-23

SPMO

INVESCO S&P 500 MOMENTUM ETF

18.26%

Shares11.2K

Event2026-06-30

Filed2026-07-23

DEERE & CO COM

5.65%

Shares2.8K

Event2026-06-30

Filed2026-07-23

IJR

ISHARES S&P SMALLCAP 600 ETF

23.71%

Shares11.7K

Event2026-06-30

Filed2026-07-23

IBM

INTL BUSINESS MACHINES

-5.83%

Shares6.1K

Event2026-06-30

Filed2026-07-23

LNG

CHENIERE ENERGY INC COM NEW

212.64%

Shares7.1K

Event2026-06-30

Filed2026-07-23

TEL

TE CONNECTIVITY LTD

-31.72%

Shares8.4K

Event2026-06-30

Filed2026-07-23

TBIL

F/M US TREASURY 3 MONTH BILL FUND

-12.82%

Shares33.6K

Event2026-06-30

Filed2026-07-23

IVE

ISHARES S&P 500 VALUE ETF

-11.15%

Shares7.4K

Event2026-06-30

Filed2026-07-23

VRTX

VERTEX PHARMACEUTICALS IN

16.93%

Shares3.3K

Event2026-06-30

Filed2026-07-23

ABBVIE INC COM

6.41%

Shares6.6K

Event2026-06-30

Filed2026-07-23

IWB

ISHARES TR RUSSELL 1000 INDEX ETF

-4.64%

Shares4.0K

Event2026-06-30

Filed2026-07-23

VONG

VANGUARD RUSSELL 1000 GROWTH ETF

2.99%

Shares12.7K

Event2026-06-30

Filed2026-07-23

PJAN

INNOVATOR U.S. EQUITY POWER BUFFER ETF - JANUARY

-18.59%

Shares32.6K

Event2026-06-30

Filed2026-07-23

XLV

HEALTH CARE SELECT SECTOR SPDR

2.10%

Shares10.2K

Event2026-06-30

Filed2026-07-23

IVW

ISHARES S&P 500 GROWTH ETF

-11.91%

Shares11.4K

Event2026-06-30

Filed2026-07-23

VOE

VANGUARD MID-CAP VALUE ETF

0.59%

Shares7.9K

Event2026-06-30

Filed2026-07-23

ALTRIA GROUP INC COM

-3.28%

Shares21.6K

Event2026-06-30

Filed2026-07-23

BKH

BLACK HILLS CORP COM

1.54%

Shares20.5K

Event2026-06-30

Filed2026-07-23

XEL

XCEL ENERGY INC COM

1.25%

Shares18.8K

Event2026-06-30

Filed2026-07-23

ECG

EVERUS CONSTR GROUP COM

1.68%

Shares8.9K

Event2026-06-30

Filed2026-07-23

KMI

KINDER MORGAN INC

8.44%

Shares46.1K

Event2026-06-30

Filed2026-07-23

SYK

STRYKER CORP

-9.14%

Shares4.6K

Event2026-06-30

Filed2026-07-23

UITB

VICTORYSHARES CORE INTERMEDIATE BOND ETF

-0.86%

Shares31.1K

Event2026-06-30

Filed2026-07-23

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

-7.32%

Shares46.5K

Event2026-06-30

Filed2026-07-23

PNC

PNC FINL SVCS GROUP INC COM

-3.04%

Shares5.8K

Event2026-06-30

Filed2026-07-23

CRANE COMPANY COMMON STOCK

3.49%

Shares6.4K

Event2026-06-30

Filed2026-07-23

PKG

PACKAGING CORP AMER COM

4.93%

Shares6.0K

Event2026-06-30

Filed2026-07-23

CROWDSTRIKE HLDGS INC CL A

88.43%

Shares1.8K

Event2026-06-30

Filed2026-07-23

GEHC

GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK

-5.55%

Shares21.8K

Event2026-06-30

Filed2026-07-23

PSEP

INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER

0.00%

Shares30.1K

Event2026-06-30

Filed2026-07-23

PALANTIR TECHNOLOGIES INC CL A

2.45%

Shares11.8K

Event2026-06-30

Filed2026-07-23

ALL

ALLSTATE CORP

3.01%

Shares5.7K

Event2026-06-30

Filed2026-07-23

TDG

TRANSDIGM GROUP INC COM DELAWARE

19.23%

Shares1.0K

Event2026-06-30

Filed2026-07-23

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

-3.13%

Shares11.3K

Event2026-06-30

Filed2026-07-23

CITIGROUP INC

7.05%

Shares9.6K

Event2026-06-30

Filed2026-07-23

MRK

MERCK & CO INC

-2.76%

Shares10.4K

Event2026-06-30

Filed2026-07-23

NAPR

INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL

1.62%

Shares22.5K

Event2026-06-30

Filed2026-07-23

WFC

WELLS FARGO & CO COM

-4.48%

Shares16.1K

Event2026-06-30

Filed2026-07-23

INTC

INTEL CORP COM

-4.97%

Shares9.5K

Event2026-06-30

Filed2026-07-23

MCD

MCDONALDS CORP COM

4.13%

Shares4.9K

Event2026-06-30

Filed2026-07-23

LOW

LOWES COS INC COM

-4.20%

Shares6.0K

Event2026-06-30

Filed2026-07-23

COCA COLA CO COM

-0.17%

Shares16.1K

Event2026-06-30

Filed2026-07-23

SCHG

SCHWAB US LARGE CAP GROWTH ETF

-8.52%

Shares38.5K

Event2026-06-30

Filed2026-07-23

SCHA

SCHWAB ETFS- US SMALL-CAP ETF

-3.48%

Shares35.7K

Event2026-06-30

Filed2026-07-23

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

-16.90%

Shares27.4K

Event2026-06-30

Filed2026-07-23

APPLIED MATLS INC COM

-20.30%

Shares1.8K

Event2026-06-30

Filed2026-07-23

EXC

EXELON CORP COM

-1.81%

Shares27.4K

Event2026-06-30

Filed2026-07-23

TMSL

T. ROWE PRICE SMALL-MID CAP ETF

25.41%

Shares29.0K

Event2026-06-30

Filed2026-07-23

FBCV

FIDELITY BLUE CHIP VALUE ETF

8.63%

Shares31.5K

Event2026-06-30

Filed2026-07-23

COWZ

PACER US CASH COWS 100 ETF

-5.03%

Shares19.8K

Event2026-06-30

Filed2026-07-23

GJUN

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

-0.50%

Shares29.8K

Event2026-06-30

Filed2026-07-23

TER

TERADYNE INC COM

10.71%

Shares2.5K

Event2026-06-30

Filed2026-07-23

NBIS

NEBIUS GROUP N.V. SHS CLASS A

5483.54%

Shares4.4K

Event2026-06-30

Filed2026-07-23

GENERAL DYNAMICS CORP COM

0.97%

Shares3.4K

Event2026-06-30

Filed2026-07-23

PARKER-HANNIFIN CORP COM

0.41%

Shares1.2K

Event2026-06-30

Filed2026-07-23

MEDTRONIC PLC SHS

81.17%

Shares15.3K

Event2026-06-30

Filed2026-07-23

ORACLE CORPORATION

-4.42%

Shares8.1K

Event2026-06-30

Filed2026-07-23

VDC

VANGUARD CONSUMER STAPLES ETF

283.43%

Shares5.2K

Event2026-06-30

Filed2026-07-23

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

-0.84%

Shares11.9K

Event2026-06-30

Filed2026-07-23

SOUTHERN CO COM

-4.15%

Shares12.0K

Event2026-06-30

Filed2026-07-23

MORGAN STANLEY COM NEW

2.38%

Shares5.4K

Event2026-06-30

Filed2026-07-23

IWO

ISHARES RUSSELL 2000 GROWTH ETF

-0.21%

Shares2.9K

Event2026-06-30

Filed2026-07-23

JIRE

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

16.37%

Shares13.6K

Event2026-06-30

Filed2026-07-23

FVD

FIRST TRUST VALUE LINE DIVIDEND FUND

-10.36%

Shares23.2K

Event2026-06-30

Filed2026-07-23

KBWB

INVESCO KBW BANK ETF

5.57%

Shares12.0K

Event2026-06-30

Filed2026-07-23

VONV

VANGUARD RUSSELL 1000 VALUE ETF

-4.74%

Shares10.4K

Event2026-06-30

Filed2026-07-23

BAC

BANK OF AMER CORP COM

2.47%

Shares19.3K

Event2026-06-30

Filed2026-07-23

SMH

VANECK SEMICONDUCTOR ETF

16.17%

Shares1.7K

Event2026-06-30

Filed2026-07-23

EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

228.16%

Shares22.9K

Event2026-06-30

Filed2026-07-23

AESR

ANFIELD U.S. EQUITY SECTOR ROTATION ETF

-15.17%

Shares51.9K

Event2026-06-30

Filed2026-07-23

GOVT

ISHARES U.S. TREASURY BOND ETF

-42.76%

Shares47.2K

Event2026-06-30

Filed2026-07-23

EJAN

INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY

0.00%

Shares29.7K

Event2026-06-30

Filed2026-07-23

ARCH CAP GROUP LTD ORD

3.54%

Shares11.0K

Event2026-06-30

Filed2026-07-23

VERIZON COMMUNICATIONS

3.44%

Shares25.2K

Event2026-06-30

Filed2026-07-23

XHB

SPDR S&P HOMEBUILDERETF

4301.95%

Shares9.0K

Event2026-06-30

Filed2026-07-23

MARKET VECTORS GOLD MINERS INDEX ETF

1.24%

Shares13.5K

Event2026-06-30

Filed2026-07-23

AES CORP COM

-41.36%

Shares69.1K

Event2026-06-30

Filed2026-07-23

IJK

ISHARES S&P MIDCAP 400 GROWTH INDEX

-1.35%

Shares8.6K

Event2026-06-30

Filed2026-07-23

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

1.06%

Shares12.3K

Event2026-06-30

Filed2026-07-23

XLF

FINANCIAL SELECT SECTOR SPDR

17.85%

Shares18.7K

Event2026-06-30

Filed2026-07-23

VSGX

VANGUARD ESG INTERNATIONAL STOCK ETF

150.50%

Shares12.2K

Event2026-06-30

Filed2026-07-23

IYT

ISHARES DJ TRANSPORTATION AVERAGE

New

Shares11.5K

Event2026-06-30

Filed2026-07-23

DFSU

DIMENSIONAL US SUSTAINABILITY CORE 1 ETF

-0.04%

Shares21.4K

Event2026-06-30

Filed2026-07-23

MOAT

VANECK MORNINGSTAR WIDE MOAT ETF

-2.81%

Shares9.6K

Event2026-06-30

Filed2026-07-23

PEY

POWERSHARES HY DIVIDEND ACHIEVERS

-48.98%

Shares41.7K

Event2026-06-30

Filed2026-07-23

PEP

PEPSICO INC COM

-5.84%

Shares7.0K

Event2026-06-30

Filed2026-07-23

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

-0.28%

Shares31.5K

Event2026-06-30

Filed2026-07-23

ZNOV

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR NOVEMBER

0.00%

Shares34.5K

Event2026-06-30

Filed2026-07-23

VWOB

VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF

10.26%

Shares14.0K

Event2026-06-30

Filed2026-07-23

GSK PLC SPONSORED ADR

0.09%

Shares18.0K

Event2026-06-30

Filed2026-07-23

ALB-PA

ALBEMARLE CORP 7.25 DEP SHS A

38.95%

Shares16.8K

Event2026-06-30

Filed2026-07-23

XLE

ENERGY SELECT SECTOR SPDR

14.35%

Shares17.5K

Event2026-06-30

Filed2026-07-23

AMGN

AMGEN INC

-58.87%

Shares2.6K

Event2026-06-30

Filed2026-07-23

SCHV

SCHWAB US LARGE CAP VALUE ETF

-9.72%

Shares26.6K

Event2026-06-30

Filed2026-07-23

CGCP

CAPITAL GROUP CORE PLUS INCOME ETF

-8.16%

Shares41.4K

Event2026-06-30

Filed2026-07-23

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.08%

Shares3.8K

Event2026-06-30

Filed2026-07-23

ENTG

ENTEGRIS INC COM

1.77%

Shares5.1K

Event2026-06-30

Filed2026-07-23

HYG

ISHARES IBOXX HIGH YIELD CORPORATE BOND ETF

26.21%

Shares11.5K

Event2026-06-30

Filed2026-07-23

VRT

VERTIV HOLDINGS CO COM CL A

-23.76%

Shares2.7K

Event2026-06-30

Filed2026-07-23

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

-4.08%

Shares9.5K

Event2026-06-30

Filed2026-07-23

SCHB

SCHWAB ETFS- US BROAD MARKET ETF

-1.49%

Shares31.4K

Event2026-06-30

Filed2026-07-23

ACA

ARCOSA INC COM

-7.84%

Shares6.2K

Event2026-06-30

Filed2026-07-23

MPB

MID PENN BANCORP INC COM

0.00%

Shares25.9K

Event2026-06-30

Filed2026-07-23

SHW

SHERWIN WILLIAMS CO COM

-2.18%

Shares2.6K

Event2026-06-30

Filed2026-07-23

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

-10.00%

Shares17.0K

Event2026-06-30

Filed2026-07-23

IYM

ISHARES U.S. BASIC MATERIALS ETF

10988.89%

Shares5.0K

Event2026-06-30

Filed2026-07-23

DUK

DUKE ENERGY CORP NEW COM NEW

6.91%

Shares7.0K

Event2026-06-30

Filed2026-07-23

SPAB

STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF

7.64%

Shares34.7K

Event2026-06-30

Filed2026-07-23

TXN

TEXAS INSTRS INC COM

6.58%

Shares3.0K

Event2026-06-30

Filed2026-07-23

ASML

ASML HLDG NV N Y REGISTRY SHS

-4.11%

Shares443

Event2026-06-30

Filed2026-07-23

VBK

VANGUARD SMALL-CAP GROWTH ETF

-0.08%

Shares2.4K

Event2026-06-30

Filed2026-07-23

CSX

CSX CORP

9.27%

Shares18.4K

Event2026-06-30

Filed2026-07-23

VTEB

VANGUARD TAX-EXEMPT BOND ETF

2.47%

Shares17.2K

Event2026-06-30

Filed2026-07-23

BLACKSTONE INC COM

-9.58%

Shares7.4K

Event2026-06-30

Filed2026-07-23

BLOOM ENERGY CORP COM CL A

698.60%

Shares2.9K

Event2026-06-30

Filed2026-07-23

MRVL

MARVELL TECHNOLOGY INC COM

-21.37%

Shares2.8K

Event2026-06-30

Filed2026-07-23

UTILITIES SELECT SECTOR SPDR

-44.91%

Shares18.3K

Event2026-06-30

Filed2026-07-23

FTCS

FIRST TRUST CAPITAL STRENGTH ETF

-0.11%

Shares8.8K

Event2026-06-30

Filed2026-07-23

HONEYWELL AEROSPACE INC COM

New

Shares3.7K

Event2026-06-30

Filed2026-07-23

VOT

VANGUARD MID-CAP GROWTH ETF

0.98%

Shares2.7K

Event2026-06-30

Filed2026-07-23

BUFF

INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF

1.31%

Shares15.5K

Event2026-06-30

Filed2026-07-23

PDEC

INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER

-17.23%

Shares17.6K

Event2026-06-30

Filed2026-07-23

HONEYWELL INTL INC

New

Shares3.6K

Event2026-06-30

Filed2026-07-23

CGIE

CAPITAL GROUP INTERNATIONAL EQUITY ETF

-2.31%

Shares21.7K

Event2026-06-30

Filed2026-07-23

UFEB

INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - FEBRUARY

0.00%

Shares20.6K

Event2026-06-30

Filed2026-07-23

DTE

DTE ENERGY CO COM

17.02%

Shares5.2K

Event2026-06-30

Filed2026-07-23

FABRINET SHS

-2.69%

Shares1.4K

Event2026-06-30

Filed2026-07-23

NXP

NUVEEN SELECT TAX-FREE INCOME SH BEN INT

-4.58%

Shares55.4K

Event2026-06-30

Filed2026-07-23

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

-18.30%

Shares15.8K

Event2026-06-30

Filed2026-07-23

HUT

HUT 8 CORP COM

New

Shares6.8K

Event2026-06-30

Filed2026-07-23

TFI

SPDR MUNICIPAL BOND ETF

-0.20%

Shares17.0K

Event2026-06-30

Filed2026-07-23

CHUBB LIMITED COM

-2.56%

Shares2.3K

Event2026-06-30

Filed2026-07-23

HFSI

HARTFORD STRATEGIC INCOME ETF

15.32%

Shares22.1K

Event2026-06-30

Filed2026-07-23

MINO

PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND

179.54%

Shares16.9K

Event2026-06-30

Filed2026-07-23

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

814.41%

Shares6.5K

Event2026-06-30

Filed2026-07-23

PFE

PFIZER INC COM

2.54%

Shares32.0K

Event2026-06-30

Filed2026-07-23

JGRO

JPMORGAN ACTIVE GROWTH ETF

13.79%

Shares7.7K

Event2026-06-30

Filed2026-07-23

VANGUARD RUSSELL 2000 ETF

-1.34%

Shares6.2K

Event2026-06-30

Filed2026-07-23

BITQ

BITWISE CRYPTO INDUSTRY INNOVATORS ETF

0.84%

Shares30.8K

Event2026-06-30

Filed2026-07-23

PJUL

INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY

246.32%

Shares15.4K

Event2026-06-30

Filed2026-07-23

JAVA

JPMORGAN ACTIVE VALUE ETF

13.40%

Shares9.3K

Event2026-06-30

Filed2026-07-23

NNOV

INNOVATOR GROWTH-100 POWER BUFFER ETF - NOVEMBER

0.00%

Shares23.5K

Event2026-06-30

Filed2026-07-23

IWS

ISHARES RUSSELL MIDCAP VALUE INDEX

-6.59%

Shares4.5K

Event2026-06-30

Filed2026-07-23

AOA

ISHARES TR S&P AGGRESSIVE ALLOCATION FD

-0.50%

Shares7.5K

Event2026-06-30

Filed2026-07-23

PNOV

INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER

-8.10%

Shares16.2K

Event2026-06-30

Filed2026-07-23

ZJUL

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR JULY

0.00%

Shares23.9K

Event2026-06-30

Filed2026-07-23

CASY

CASEYS GEN STORES INC COM

20.16%

Shares888

Event2026-06-30

Filed2026-07-23

IAPR

INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - APRIL

0.00%

Shares21.1K

Event2026-06-30

Filed2026-07-23

CGUS

CAPITAL GROUP CORE EQUITY ETF

0.12%

Shares15.6K

Event2026-06-30

Filed2026-07-23

GSST

GOLDMAN SACHS ULTRA SHORT BOND ETF

-73.79%

Shares13.7K

Event2026-06-30

Filed2026-07-23

SUSB

ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF

231.34%

Shares27.7K

Event2026-06-30

Filed2026-07-23

AIQ

GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF

12.16%

Shares10.5K

Event2026-06-30

Filed2026-07-23

KAPR

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

0.41%

Shares17.2K

Event2026-06-30

Filed2026-07-23

THYF

T. ROWE PRICE U.S. HIGH YIELD ETF

-9.36%

Shares13.2K

Event2026-06-30

Filed2026-07-23

SCMB

SCHWAB MUNICIPAL BOND ETF

-0.81%

Shares26.3K

Event2026-06-30

Filed2026-07-23

ESGU

ISHARES ESG AWARE MSCI USA ETF

-16.52%

Shares4.1K

Event2026-06-30

Filed2026-07-23

OEF

ISHARES TR S&P 100 INDEX FUND

15.09%

Shares1.9K

Event2026-06-30

Filed2026-07-23

AOR

ISHARES GROWTH ALLOCATION ETF

3.11%

Shares9.7K

Event2026-06-30

Filed2026-07-23

MINT

PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND

40.06%

Shares6.7K

Event2026-06-30

Filed2026-07-23

CBOE

CBOE GLOBAL MKTS INC COM

-3.43%

Shares2.8K

Event2026-06-30

Filed2026-07-23

STLD

STEEL DYNAMICS INC COM

-3.45%

Shares2.9K

Event2026-06-30

Filed2026-07-23

NFEB

INNOVATOR GROWTH-100 POWER BUFFER ETF - FEBRUARY

0.00%

Shares22.2K

Event2026-06-30

Filed2026-07-23

JGLO

JPMORGAN GLOBAL SELECT EQUITY ETF GLOBAL SELECT EQUITY ETF

11.58%

Shares9.4K

Event2026-06-30

Filed2026-07-23

TBUX

T. ROWE PRICE ULTRA SHORT-TERM BOND ETF

-0.94%

Shares13.4K

Event2026-06-30

Filed2026-07-23

NETFLIX COM INC

-11.39%

Shares9.3K

Event2026-06-30

Filed2026-07-23

BLK

BLACKROCK INC

7.80%

Shares677

Event2026-06-30

Filed2026-07-23

DSI

ISHARES ESG MSCI KLD 400 ETF

48.25%

Shares4.6K

Event2026-06-30

Filed2026-07-23

ARKB

ARK 21SHARES BITCOIN ETF

17.21%

Shares33.3K

Event2026-06-30

Filed2026-07-23

S&P GLOBAL INC COM

-24.64%

Shares1.6K

Event2026-06-30

Filed2026-07-23

FIX

COMFORT SYS USA INC COM

0.32%

Shares317

Event2026-06-30

Filed2026-07-23

DFSI

DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF

11.08%

Shares13.9K

Event2026-06-30

Filed2026-07-23

PANW

PALO ALTO NETWORKS INC COM

36.67%

Shares1.8K

Event2026-06-30

Filed2026-07-23

DELL

DELL TECHNOLOGIES INC CL C

2.18%

Shares1.5K

Event2026-06-30

Filed2026-07-23

AT&T INC COM

1.98%

Shares30.3K

Event2026-06-30

Filed2026-07-23

SMMU

PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF

3.24%

Shares12.4K

Event2026-06-30

Filed2026-07-23

VTWV

VANGUARD RUSSELL 2000 VALUE ETF

-1.40%

Shares3.2K

Event2026-06-30

Filed2026-07-23

BYLD

ISHARES YIELD OPTIMIZED BOND ETF

0.13%

Shares27.4K

Event2026-06-30

Filed2026-07-23

ARM

ARM HOLDINGS PLC SPONSORED ADS

3.93%

Shares1.7K

Event2026-06-30

Filed2026-07-23

LVHI

FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF

9.38%

Shares15.2K

Event2026-06-30

Filed2026-07-23

TGT

TARGET CORP COM

4.32%

Shares4.6K

Event2026-06-30

Filed2026-07-23

NU HLDGS LTD ORD SHS CL A

12.12%

Shares44.5K

Event2026-06-30

Filed2026-07-23

XLB

MATERIALS SELECT SECTOR SPDR

9.78%

Shares11.7K

Event2026-06-30

Filed2026-07-23

CNQ

CANADIAN NAT RES LTD MED TERM COM

5.61%

Shares14.8K

Event2026-06-30

Filed2026-07-23

DAL

DELTA AIR LINES INC DEL CMN

12.01%

Shares6.2K

Event2026-06-30

Filed2026-07-23

TRAVELERS COMPANIES INC COM

2.34%

Shares1.8K

Event2026-06-30

Filed2026-07-23

BJAN

INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY

0.00%

Shares9.8K

Event2026-06-30

Filed2026-07-23

OSK

OSHKOSH CORP COM

-0.03%

Shares3.7K

Event2026-06-30

Filed2026-07-23

KNOV

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

0.00%

Shares18.0K

Event2026-06-30

Filed2026-07-23

APG

API GROUP CORP COM STK

13.99%

Shares13.3K

Event2026-06-30

Filed2026-07-23

VXF

VANGUARD EXTENDED MARKET ETF

0.17%

Shares2.3K

Event2026-06-30

Filed2026-07-23

SPSB

SPDR BARCLAYS CAPITAL SHORT TERM CORP BD

12.35%

Shares18.8K

Event2026-06-30

Filed2026-07-23

COIN

COINBASE GLOBAL INC COM CL A

-4.99%

Shares3.8K

Event2026-06-30

Filed2026-07-23

ISEP

INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF - SEPTEMBER

0.00%

Shares16.2K

Event2026-06-30

Filed2026-07-23

IVOO

VANGUARD S&P MID-CAP 400 ETF

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-23

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

-9.37%

Shares10.6K

Event2026-06-30

Filed2026-07-23

ADI

ANALOG DEVICES INC COM

18.53%

Shares1.4K

Event2026-06-30

Filed2026-07-23

FMHI

FIRST TRUST MUNICIPAL HIGH INCOME ETF

-0.34%

Shares11.3K

Event2026-06-30

Filed2026-07-23

ITA

ISHARES TR DOW JONESUS AEROSPACE & DEF

0.40%

Shares2.2K

Event2026-06-30

Filed2026-07-23

WASTE MGMT INC DEL COM

-1.99%

Shares2.4K

Event2026-06-30

Filed2026-07-23

MKL

MARKEL GROUP INC COM

-3.52%

Shares274

Event2026-06-30

Filed2026-07-23

EAPR

INNOVATOR EMERGING MARKETS POWER BUFFER ETF - APRIL

0.45%

Shares16.2K

Event2026-06-30

Filed2026-07-23

POCT

INNOVATOR U.S. EQUITY POWER BUFFER ETF - OCTOBER

-7.30%

Shares11.5K

Event2026-06-30

Filed2026-07-23

FTBD

FIDELITY TACTICAL BOND ETF

50.10%

Shares10.8K

Event2026-06-30

Filed2026-07-23

CMI

CUMMINS INC COM

0.81%

Shares747

Event2026-06-30

Filed2026-07-23

HOOD

ROBINHOOD MKTS INC COM CL A

-31.83%

Shares5.3K

Event2026-06-30

Filed2026-07-23

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

-22.74%

Shares5.3K

Event2026-06-30

Filed2026-07-23

BBVA

BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR

1.06%

Shares21.2K

Event2026-06-30

Filed2026-07-23

APPLOVIN CORP COM CL A

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-23

RAFE

PIMCO RAFI ESG U.S. ETF

187.25%

Shares11.0K

Event2026-06-30

Filed2026-07-23

QCOM

QUALCOMM INC

-8.85%

Shares2.8K

Event2026-06-30

Filed2026-07-23

IAK

ISHARES U.S. INSURANCE ETF

95.73%

Shares3.7K

Event2026-06-30

Filed2026-07-23

FEGE

FIRST EAGLE GLOBAL EQUITY ETF

17.85%

Shares10.7K

Event2026-06-30

Filed2026-07-23

INOV

INNOVATOR INTERNATIONAL DEVELOPED POWER BUFFER ETF NOVEMBER

0.00%

Shares14.1K

Event2026-06-30

Filed2026-07-23

AEP

AMERICAN ELEC PWR CO INC COM

0.42%

Shares3.8K

Event2026-06-30

Filed2026-07-23

TRADEWEB MKTS INC CL A

-2.82%

Shares5.2K

Event2026-06-30

Filed2026-07-23

EVSM

EATON VANCE SHORT DURATION MUNICIPAL INCOME ETF

284.51%

Shares10.3K

Event2026-06-30

Filed2026-07-23

ZAUG

INNOVATOR EQUITY DEFINED PROTECTION ETF - 1 YR AUGUST

0.00%

Shares18.6K

Event2026-06-30

Filed2026-07-23

IWR

ISHARES TR RUSSELL MIDCAP INDEX FD

-4.45%

Shares4.6K

Event2026-06-30

Filed2026-07-23

VDE

VANGUARD ENERGY ETF

9.66%

Shares3.4K

Event2026-06-30

Filed2026-07-23

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

0.39%

Shares6.7K

Event2026-06-30

Filed2026-07-23

DIS

DISNEY WALT CO COM

-0.26%

Shares5.3K

Event2026-06-30

Filed2026-07-23

SLYG

STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF

-0.72%

Shares4.3K

Event2026-06-30

Filed2026-07-23

SMLV

STATE STREET SPDR US SMALL CAP LOW VOLATILITY INDEX ETF

33.90%

Shares3.2K

Event2026-06-30

Filed2026-07-23

IYF

ISHARES U.S. FINANCIALS ETF

246.31%

Shares3.9K

Event2026-06-30

Filed2026-07-23

FISERV INC

-0.20%

Shares10.2K

Event2026-06-30

Filed2026-07-23

EME

EMCOR GROUP INC

0.00%

Shares601

Event2026-06-30

Filed2026-07-23

DECW

ALLIANZIM U.S. EQUITY BUFFER20 DEC ETF

0.00%

Shares14.0K

Event2026-06-30

Filed2026-07-23

VANGUARD TOTAL WORLD STOCK ETF

-20.33%

Shares3.2K

Event2026-06-30

Filed2026-07-23

FLDR

FIDELITY LOW DURATION BOND FACTOR ETF

-8.35%

Shares9.9K

Event2026-06-30

Filed2026-07-23

ETH

GRAYSCALE ETHEREUM STAKING MINI ETF

-5.45%

Shares32.7K

Event2026-06-30

Filed2026-07-23

NOCT

INNOVATOR GROWTH-100 POWER BUFFER ETF- OCTOBER

-21.92%

Shares7.8K

Event2026-06-30

Filed2026-07-23

RSG

REPUBLIC SVCS INC COM

4.19%

Shares2.3K

Event2026-06-30

Filed2026-07-23

ABRDN PHYSICAL GOLD SHARES ETF

0.00%

Shares12.6K

Event2026-06-30

Filed2026-07-23

COP

CONOCOPHILLIPS COM

9.83%

Shares4.6K

Event2026-06-30

Filed2026-07-23

BOEING CO COM

2.41%

Shares2.2K

Event2026-06-30

Filed2026-07-23

CORTEVA INC COM

-0.95%

Shares5.6K

Event2026-06-30

Filed2026-07-23

TTE

TOTALENERGIES SE ACT

0.00%

Shares6.1K

Event2026-06-30

Filed2026-07-23

SNOWFLAKE INC COM SHS

2351.32%

Shares1.9K

Event2026-06-30

Filed2026-07-23

ICE

INTERCONTINENTAL EXCHANGE INC COM

-12.81%

Shares3.8K

Event2026-06-30

Filed2026-07-23

SDY

SPDR SER TR S&P DIVID ETF

10.25%

Shares3.1K

Event2026-06-30

Filed2026-07-23

HIG

HARTFORD FINL SVCS GROUP INC

0.77%

Shares3.5K

Event2026-06-30

Filed2026-07-23

KNF

KNIFE RIVER CORP COMMON STOCK

0.34%

Shares5.6K

Event2026-06-30

Filed2026-07-23

CRSP

CRISPR THERAPEUTICS AG NAMEN AKT

6.25%

Shares8.5K

Event2026-06-30

Filed2026-07-23

ENB

ENBRIDGE INC COM

0.00%

Shares8.5K

Event2026-06-30

Filed2026-07-23

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

12.04%

Shares3.1K

Event2026-06-30

Filed2026-07-23

MOH

MOLINA HEALTHCARE INC

-5.86%

Shares2.0K

Event2026-06-30

Filed2026-07-23

DFSE

DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF

4.56%

Shares9.3K

Event2026-06-30

Filed2026-07-23

LRGE

CLEARBRIDGE LARGE CAP GROWTH SELECT ETF

164.32%

Shares5.3K

Event2026-06-30

Filed2026-07-23

HELO

JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF

0.00%

Shares6.7K

Event2026-06-30

Filed2026-07-23

CTAS

CINTAS CORP COM

-4.26%

Shares2.6K

Event2026-06-30

Filed2026-07-23

AIPO

DEFIANCE AI & POWER INFRASTRUCTURE ETF

20.45%

Shares13.4K

Event2026-06-30

Filed2026-07-23

SCHE

SCHWAB EMERGING MARKET EQ ETF

-7.39%

Shares12.3K

Event2026-06-30

Filed2026-07-23

VFMO

VANGUARD U.S. MOMENTUM FACTOR ETF

7.51%

Shares1.8K

Event2026-06-30

Filed2026-07-23

NLR

VANECK URANIUM AND NUCLEAR ETF

-0.52%

Shares3.8K

Event2026-06-30

Filed2026-07-23

SOLV

SOLVENTUM CORP COM SHS

44.24%

Shares5.8K

Event2026-06-30

Filed2026-07-23

NSC

NORFOLK SOUTHERN CRP

21.48%

Shares1.4K

Event2026-06-30

Filed2026-07-23

TRANE TECHNOLOGIES PLC SHS

11.39%

Shares900

Event2026-06-30

Filed2026-07-23

VTWG

VANGUARD RUSSELL 2000 GROWTH ETF

-0.71%

Shares1.5K

Event2026-06-30

Filed2026-07-23

WEC

WEC ENERGY GROUP INC COM

0.43%

Shares3.8K

Event2026-06-30

Filed2026-07-23

SLVR

SPROTT SILVER MINERS & PHYSICAL SILVER ETF SILVER MINERS ETF

2.26%

Shares8.6K

Event2026-06-30

Filed2026-07-23

MICROSTRATEGY INC A NEW

1.02%

Shares5.0K

Event2026-06-30

Filed2026-07-23

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

0.00%

Shares827

Event2026-06-30

Filed2026-07-23

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

9.12%

Shares4.2K

Event2026-06-30

Filed2026-07-23

ECL

ECOLAB INC COM

11.47%

Shares1.5K

Event2026-06-30

Filed2026-07-23

CGHM

CAPITAL GROUP MUNICIPAL HIGH-INCOME ETF

49.28%

Shares16.5K

Event2026-06-30

Filed2026-07-23

WPM

WHEATON PRECIOUS METALS CORP COM

2.30%

Shares3.8K

Event2026-06-30

Filed2026-07-23

UNP

UNION PAC CORP COM

-16.33%

Shares1.6K

Event2026-06-30

Filed2026-07-23

DTCR

GLOBAL X DATA CENTER AND DIGITAL INFRASTRUCTURE ETF

19.92%

Shares13.9K

Event2026-06-30

Filed2026-07-23

MTRN

MATERION CORP COM

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-23

INMU

ISHARES INTERMEDIATE MUNI INCOME ACTIVE ETF

1042.79%

Shares17.1K

Event2026-06-30

Filed2026-07-23

EEM

ISHARES MSCI EMERGING MARKETS ETF

-5.72%

Shares6.1K

Event2026-06-30

Filed2026-07-23

QTPI

NORTH SQUARE RCIM TAX-ADVANTAGED PREFERRED AND INCOME SECURITIES ETF

1.13%

Shares16.2K

Event2026-06-30

Filed2026-07-23

JPIE

JPMORGAN INCOME ETF

4.31%

Shares8.9K

Event2026-06-30

Filed2026-07-23

KROGER CO COM

0.01%

Shares7.4K

Event2026-06-30

Filed2026-07-23

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

-0.75%

Shares8.0K

Event2026-06-30

Filed2026-07-23

IWN

ISHARES RUSSELL 2000 VALUE

5.94%

Shares1.8K

Event2026-06-30

Filed2026-07-23

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-7.60%

Shares4.2K

Event2026-06-30

Filed2026-07-23

ARK INNOVATION ETF

3.38%

Shares5.0K

Event2026-06-30

Filed2026-07-23

XLP

CONSUMER STAPLES SELECT SECTOR SPDR

8.87%

Shares4.8K

Event2026-06-30

Filed2026-07-23

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

1.00%

Shares2.9K

Event2026-06-30

Filed2026-07-23

EAOR

ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF

-1.20%

Shares10.6K

Event2026-06-30

Filed2026-07-23

PRU

PRUDENTIAL FINL INC

-10.52%

Shares3.7K

Event2026-06-30

Filed2026-07-23

USB

US BANCORP COM NEW

1.11%

Shares6.6K

Event2026-06-30

Filed2026-07-23

STRV

STRIVE 500 ETF

6.14%

Shares8.2K

Event2026-06-30

Filed2026-07-23

CNC

CENTENE CORP DEL

-3.15%

Shares6.1K

Event2026-06-30

Filed2026-07-23

FREEPORT MCMORAN COPPER

1.12%

Shares6.2K

Event2026-06-30

Filed2026-07-23

WWD

WOODWARD INC COM

-37.17%

Shares918

Event2026-06-30

Filed2026-07-23

ESGE

iShares MSCI EM ESG Optimized ETF

51.90%

Shares7.1K

Event2026-06-30

Filed2026-07-23

XLY

CONSUMER DISCRETIONARY SEL SECTOR SPDR FD

-76.53%

Shares3.3K

Event2026-06-30

Filed2026-07-23

SBUX

STARBUCKS CORP

-0.89%

Shares3.8K

Event2026-06-30

Filed2026-07-23

MUNI

PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND

15.39%

Shares7.4K

Event2026-06-30

Filed2026-07-23

GRAB

GRAB HOLDINGS LIMITED CLASS A ORD

1.88%

Shares102.0K

Event2026-06-30

Filed2026-07-23

PMAR

INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-23

TJX

TJX COS INC NEW COM

3.03%

Shares2.5K

Event2026-06-30

Filed2026-07-23

FMUB

FIDELITY MUNICIPAL BOND OPPORTUNITIES ETF

New

Shares7.4K

Event2026-06-30

Filed2026-07-23

CGSM

CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF

32.05%

Shares14.3K

Event2026-06-30

Filed2026-07-23

IWV

ISHARES RUSSELL 3000 ETF

0.23%

Shares886

Event2026-06-30

Filed2026-07-23

GIS

GENERAL MILLS INC COM

19.62%

Shares10.8K

Event2026-06-30

Filed2026-07-23

HCA

HCA HEALTHCARE INC COM

11.63%

Shares960

Event2026-06-30

Filed2026-07-23

PMAY

INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY

40.26%

Shares8.9K

Event2026-06-30

Filed2026-07-23

EFAV

ISHARES MSCI EAFE MIN VOL FACTOR ETF

3.08%

Shares4.2K

Event2026-06-30

Filed2026-07-23

SILJ

AMPLIFY JUNIOR SILVER MINERS ETF

0.79%

Shares14.1K

Event2026-06-30

Filed2026-07-23

RSI

RUSH STREET INTERACTIVE INC COM

0.00%

Shares12.2K

Event2026-06-30

Filed2026-07-23

DVY

ISHARES DJ SELECT DIVIDEND

9.35%

Shares2.3K

Event2026-06-30

Filed2026-07-23

CEF

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN

9.82%

Shares8.9K

Event2026-06-30

Filed2026-07-23

BSV

VANGUARD SHORT TERM BOND

-22.37%

Shares4.6K

Event2026-06-30

Filed2026-07-23

XBI

SPDR BIOTECH ETF

22.83%

Shares2.3K

Event2026-06-30

Filed2026-07-23

TRUP

TRUPANION INC COM

13.20%

Shares14.5K

Event2026-06-30

Filed2026-07-23

Call Option Holdings

ASML Call CallASML HLDG NV N Y REGISTRY SHS100 shares0.00%2026-06-302026-07-23

SFM Call CallSPROUTS FMRS MKT INC COM900 shares0.00%2026-06-302026-07-23

UNITEDHEALTH GROUP Call CallUNITEDHEALTH GROUP100 shares-50.00%2026-06-302026-07-23

SNOWFLAKE INC COM SHS Call CallSNOWFLAKE INC COM SHS100 sharesnew addition2026-06-302026-07-23

BX Call CallBLACKSTONE INC COM200 shares0.00%2026-06-302026-07-23

CLX Call CallCLOROX CO DEL COM100 shares0.00%2026-06-302026-07-23

FIG Call CallFIGMA INC CLASS A COM STK200 shares0.00%2026-06-302026-07-23

TTD Call CallTHE TRADE DESK INC COM CL A200 shares0.00%2026-06-302026-07-23

ASML Call

ASML HLDG NV N Y REGISTRY SHS

0.00%

Shares100

Event2026-06-30

Filed2026-07-23

SFM Call

SPROUTS FMRS MKT INC COM

0.00%

Shares900

Event2026-06-30

Filed2026-07-23

UNITEDHEALTH GROUP Call

UNITEDHEALTH GROUP

-50.00%

Shares100

Event2026-06-30

Filed2026-07-23

SNOWFLAKE INC COM SHS Call

SNOWFLAKE INC COM SHS

New

Shares100

Event2026-06-30

Filed2026-07-23

BX Call

BLACKSTONE INC COM

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

CLX Call

CLOROX CO DEL COM

0.00%

Shares100

Event2026-06-30

Filed2026-07-23

FIG Call

FIGMA INC CLASS A COM STK

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

TTD Call

THE TRADE DESK INC COM CL A

0.00%

Shares200

Event2026-06-30

Filed2026-07-23

Put Option Holdings

No put option holdings data available