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The Analysis of Avantax Planning Partners, Inc.'s Holdings & P&L

Currently, Avantax Planning Partners, Inc. holds 454 types of securities in its portfolio with a total value $4.0B. In the most recent quarter, they have increased their positions in IWF (+269.9K shares, valued at $33.5M), JPEF (+136.3K shares, valued at $10.9M), SCHF (+307.8K shares, valued at $8.5M); decreased their positions in VIG (-21.0K shares, valued at $5.0M), SCHD (-113.5K shares, valued at $3.6M), SCHG (-79.7K shares, valued at $2.7M); initiated new positions in SPCE (+867.7K shares, valued at $2.5M), PPG (+7.0K shares, valued at $851.7K), N/A (+3.5K shares, valued at $596.2K).

1M P&L

+143.0M+3.79%

3M P&L

+73.1M+1.90%

HY P&L

+71.5M+1.86%

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/A3.4B

87.0%

2Drug Manufacturers - General52.9M

1.4%

3Semiconductors47.1M

1.2%

Top Industries by Stock Count

1N/A209 stocks

51.7%

2Semiconductors9 stocks

2.2%

3Aerospace & Defense9 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR15.0M shares-0.53%2026-06-302026-07-28

SCHV SCHWAB STRATEGIC TR10.2M shares-0.04%2026-06-302026-07-28

SCHF SCHWAB STRATEGIC TR7.6M shares4.21%2026-06-302026-07-28

SCHZ SCHWAB STRATEGIC TR8.0M shares3.43%2026-06-302026-07-28

SCHD SCHWAB STRATEGIC TR5.4M shares-2.06%2026-06-302026-07-28

JPEF J P MORGAN EXCHANGE TRADED F1.9M shares7.62%2026-06-302026-07-28

JPIB J P MORGAN EXCHANGE TRADED F2.5M shares3.50%2026-06-302026-07-28

SPTL SPDR SERIES TRUST4.5M shares5.40%2026-06-302026-07-28

Sponsored

AVUV AMERICAN CENTY ETF TR864.5K shares0.22%2026-06-302026-07-28

AVEM AMERICAN CENTY ETF TR1.1M shares-1.08%2026-06-302026-07-28

CWI SPDR INDEX SHS FDS2.3M shares-1.28%2026-06-302026-07-28

MDYV SPDR SERIES TRUST952.3K shares3.70%2026-06-302026-07-28

JCPB J P MORGAN EXCHANGE TRADED F1.7M shares3.02%2026-06-302026-07-28

JMUB J P MORGAN EXCHANGE TRADED F1.3M shares7.60%2026-06-302026-07-28

MUB ISHARES TR537.1K shares8.37%2026-06-302026-07-28

IWF ISHARES TR362.5K shares291.42%2026-06-302026-07-28

Sponsored

VOO VANGUARD INDEX FDS64.2K shares-1.08%2026-06-302026-07-28

FMB FIRST TR EXCH TRADED FD III837.3K shares-0.67%2026-06-302026-07-28

AAPL APPLE INC146.8K shares-0.62%2026-06-302026-07-28

SLYG SPDR SERIES TRUST352.5K shares5.71%2026-06-302026-07-28

HYMB SPDR SERIES TRUST1.6M shares-2.11%2026-06-302026-07-28

MDYG SPDR SERIES TRUST347.9K shares8.08%2026-06-302026-07-28

IDOG ALPS ETF TR929.3K shares-0.87%2026-06-302026-07-28

VXUS VANGUARD STAR FDS445.4K shares-0.88%2026-06-302026-07-28

Sponsored

VIG VANGUARD SPECIALIZED FUNDS153.4K shares-12.06%2026-06-302026-07-28

SPYV SPDR SERIES TRUST509.1K shares-6.57%2026-06-302026-07-28

IVW ISHARES TR180.0K shares-3.89%2026-06-302026-07-28

JEPI J P MORGAN EXCHANGE TRADED F415.9K shares5.20%2026-06-302026-07-28

IWO ISHARES TR52.0K shares-5.08%2026-06-302026-07-28

SLYV SPDR SERIES TRUST176.7K shares-3.85%2026-06-302026-07-28

VTEI VANGUARD MUN BD FDS187.3K shares-1.58%2026-06-302026-07-28

MSFT MICROSOFT CORP50.4K shares-2.48%2026-06-302026-07-28

Sponsored

IWS ISHARES TR111.4K shares-2.39%2026-06-302026-07-28

VIGI VANGUARD WHITEHALL FDS193.6K shares1.42%2026-06-302026-07-28

VBK VANGUARD INDEX FDS49.3K shares-2.42%2026-06-302026-07-28

NVDA NVIDIA CORPORATION88.3K shares-4.71%2026-06-302026-07-28

DFAE DIMENSIONAL ETF TRUST426.5K shares-6.15%2026-06-302026-07-28

BROADCOM INC BROADCOM INC44.8K shares-2.45%2026-06-302026-07-28

JPMORGAN CHASE & CO JPMORGAN CHASE & CO50.2K shares-0.42%2026-06-302026-07-28

DE DEERE & CO25.4K shares0.42%2026-06-302026-07-28

Sponsored

CISCO SYS INC CISCO SYS INC137.1K shares-2.21%2026-06-302026-07-28

IWP ISHARES TR107.1K shares-4.22%2026-06-302026-07-28

ABBVIE INC ABBVIE INC61.4K shares0.83%2026-06-302026-07-28

DFSV DIMENSIONAL ETF TRUST393.2K shares-4.97%2026-06-302026-07-28

KO COCA COLA CO171.9K shares-0.64%2026-06-302026-07-28

TXN TEXAS INSTRS INC46.4K shares-1.95%2026-06-302026-07-28

FAST FASTENAL CO286.2K shares0.64%2026-06-302026-07-28

EXXON MOBIL CORP EXXON MOBIL CORP100.2K shares2.04%2026-06-302026-07-28

Sponsored

VOT VANGUARD INDEX FDS44.5K shares-2.63%2026-06-302026-07-28

DON WISDOMTREE TR235.6K shares1.09%2026-06-302026-07-28

MRK MERCK & CO INC100.4K shares1.87%2026-06-302026-07-28

AMZN AMAZON COM INC52.7K shares-1.10%2026-06-302026-07-28

IEMG ISHARES INC148.6K shares-1.56%2026-06-302026-07-28

JNJ JOHNSON & JOHNSON45.4K shares3.27%2026-06-302026-07-28

VWO VANGUARD INTL EQUITY INDEX F193.0K shares-6.65%2026-06-302026-07-28

MUNI PIMCO ETF TR211.1K shares-2.20%2026-06-302026-07-28

Sponsored

HMOP HARTFORD FDS EXCHANGE TRADED282.6K shares1.23%2026-06-302026-07-28

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T14.2K shares-1.01%2026-06-302026-07-28

HYD VANECK ETF TRUST206.1K shares-2.67%2026-06-302026-07-28

VLO VALERO ENERGY CORP40.5K shares-3.03%2026-06-302026-07-28

DFAC DIMENSIONAL ETF TRUST236.9K shares-9.40%2026-06-302026-07-28

AMGN AMGEN INC28.6K shares-0.13%2026-06-302026-07-28

IBM INTERNATIONAL BUSINESS MACHS36.5K shares-0.17%2026-06-302026-07-28

CVX CHEVRON CORPORATION61.3K shares-0.04%2026-06-302026-07-28

Sponsored

TLH ISHARES TR100.3K shares-4.69%2026-06-302026-07-28

VOE VANGUARD INDEX FDS50.0K shares-4.56%2026-06-302026-07-28

HD HOME DEPOT INC27.9K shares-3.09%2026-06-302026-07-28

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION10.2K shares-0.43%2026-06-302026-07-28

GOOGL ALPHABET INC26.6K shares3.52%2026-06-302026-07-28

VYM VANGUARD WHITEHALL FDS58.2K shares-4.69%2026-06-302026-07-28

BRK.B BERKSHIRE HATHAWAY INC DEL18.0K shares5.29%2026-06-302026-07-28

VTV VANGUARD INDEX FDS41.3K shares-0.08%2026-06-302026-07-28

Sponsored

VZ VERIZON COMMUNICATIONS INC209.9K shares-0.29%2026-06-302026-07-28

LMT LOCKHEED MARTIN CORP16.8K shares2.39%2026-06-302026-07-28

BIV VANGUARD BD INDEX FDS110.8K shares-1.87%2026-06-302026-07-28

LLY ELI LILLY & CO6.7K shares6.27%2026-06-302026-07-28

JPEM J P MORGAN EXCHANGE TRADED F127.4K shares3.09%2026-06-302026-07-28

PG PROCTER & GAMBLE CO53.5K shares-0.70%2026-06-302026-07-28

MO ALTRIA GROUP INC104.3K shares-0.95%2026-06-302026-07-28

ISHARES TR ISHARES TR75.4K shares-1.17%2026-06-302026-07-28

Sponsored

CAT CATERPILLAR INC7.0K shares1.85%2026-06-302026-07-28

EFV ISHARES TR96.4K shares0.13%2026-06-302026-07-28

TSLA TESLA INC16.7K shares3.85%2026-06-302026-07-28

QQQ INVESCO QQQ TR9.2K shares-23.98%2026-06-302026-07-28

VGT VANGUARD WORLD FD55.4K shares682.09%2026-06-302026-07-28

IWN ISHARES TR29.8K shares-2.41%2026-06-302026-07-28

PEP PEPSICO INC46.9K shares1.84%2026-06-302026-07-28

COP CONOCOPHILLIPS60.6K shares-1.61%2026-06-302026-07-28

Sponsored

AMD ADVANCED MICRO DEVICES INC10.7K shares-4.56%2026-06-302026-07-28

BAC BANK OF AMER CORP105.4K shares-1.69%2026-06-302026-07-28

PFE PFIZER INC237.8K shares-1.41%2026-06-302026-07-28

CASY CASEYS GEN STORES INC7.2K shares0.00%2026-06-302026-07-28

UPS UNITED PARCEL SVCS INC51.9K shares1.49%2026-06-302026-07-28

APPLIED MATLS INC APPLIED MATLS INC7.2K shares-20.19%2026-06-302026-07-28

EOG EOG RES INC39.7K shares-0.94%2026-06-302026-07-28

USB US BANCORP84.5K shares-1.29%2026-06-302026-07-28

Sponsored

VLUE ISHARES TR25.0K shares-2.10%2026-06-302026-07-28

MCD MCDONALDS CORP18.0K shares-0.52%2026-06-302026-07-28

VTEB VANGUARD MUN BD FDS96.0K shares2.62%2026-06-302026-07-28

SUB ISHARES TR44.0K shares-4.65%2026-06-302026-07-28

BND VANGUARD BD INDEX FDS58.9K shares-1.75%2026-06-302026-07-28

VISA INC VISA INC12.6K shares0.87%2026-06-302026-07-28

MTB M & T BK CORP18.0K shares-2.07%2026-06-302026-07-28

BPRE BLUEROCK PVT REAL ESTATE FD324.7K shares-5.74%2026-06-302026-07-28

Sponsored

META PLATFORMS INC META PLATFORMS INC7.5K shares7.26%2026-06-302026-07-28

SPDR SERIES TRUST SPDR SERIES TRUST47.3K shares-1.35%2026-06-302026-07-28

XYLD GLOBAL X FDS101.9K shares-5.65%2026-06-302026-07-28

QCOM QUALCOMM INC21.8K shares-3.76%2026-06-302026-07-28

EEM ISHARES TR58.7K shares-2.28%2026-06-302026-07-28

MMIT NEW YORK LIFE INVTS ACTIVE E162.5K shares-3.57%2026-06-302026-07-28

VANGUARD INDEX FDS VANGUARD INDEX FDS10.7K shares2.56%2026-06-302026-07-28

XLK SELECT SECTOR SPDR TR20.5K shares-3.48%2026-06-302026-07-28

Sponsored

BMY BRISTOL-MYERS SQUIBB CO67.5K shares0.66%2026-06-302026-07-28

OKE ONEOK INC NEW44.2K shares1.11%2026-06-302026-07-28

PFG PRINCIPAL FINANCIAL GROUP IN35.6K shares-0.03%2026-06-302026-07-28

VBR VANGUARD INDEX FDS14.7K shares-2.28%2026-06-302026-07-28

GOOG ALPHABET INC9.9K shares-2.12%2026-06-302026-07-28

WMT WALMART INC30.2K shares-3.99%2026-06-302026-07-28

LRCX LAM RESEARCH CORP7.9K shares-7.09%2026-06-302026-07-28

ORACLE CORP ORACLE CORP22.6K shares2.60%2026-06-302026-07-28

Sponsored

SOUTHERN CO SOUTHERN CO33.4K shares-1.60%2026-06-302026-07-28

KMB KIMBERLY-CLARK CORP29.1K shares3.18%2026-06-302026-07-28

VEA VANGUARD TAX-MANAGED FDS44.8K shares-2.95%2026-06-302026-07-28

TJX TJX COS INC NEW19.8K shares-1.11%2026-06-302026-07-28

SPCE VIRGIN GALACTIC HOLDINGS INC867.7K sharesnew addition2026-06-302026-07-28

TMO THERMO FISHER SCIENTIFIC INC5.0K shares-4.59%2026-06-302026-07-28

GE GE AEROSPACE6.5K shares12.13%2026-06-302026-07-28

IWD ISHARES TR9.8K shares-0.69%2026-06-302026-07-28

Sponsored

FLEX FLEX LTD14.6K shares0.00%2026-06-302026-07-28

FPE FIRST TR EXCH TRADED FD III130.1K shares3.99%2026-06-302026-07-28

PSX PHILLIPS 6613.7K shares0.35%2026-06-302026-07-28

DHS WISDOMTREE TR20.3K shares-2.05%2026-06-302026-07-28

LIN LINDE PLC4.4K shares-0.02%2026-06-302026-07-28

IJK ISHARES TR19.2K shares-2.32%2026-06-302026-07-28

GLD SPDR GOLD TR6.0K shares-15.31%2026-06-302026-07-28

LNT ALLIANT ENERGY CORP28.4K shares-0.22%2026-06-302026-07-28

Sponsored

IDV ISHARES TR51.9K shares-4.89%2026-06-302026-07-28

UNITEDHEALTH GROUP INC UNITEDHEALTH GROUP INC5.2K shares-1.07%2026-06-302026-07-28

PANW PALO ALTO NETWORKS INC6.3K shares5.71%2026-06-302026-07-28

IWM ISHARES TR6.9K shares0.00%2026-06-302026-07-28

ROK ROCKWELL AUTOMATION INC4.0K shares-1.82%2026-06-302026-07-28

PH PARKER-HANNIFIN CORP2.0K shares-0.25%2026-06-302026-07-28

GEV GE VERNOVA INC1.7K shares9.31%2026-06-302026-07-28

IVE ISHARES TR8.7K shares2.39%2026-06-302026-07-28

Sponsored

BKNG BOOKING HOLDINGS INC10.8K shares2924.65%2026-06-302026-07-28

UCON FIRST TR EXCHNG TRADED FD VI77.2K shares-0.51%2026-06-302026-07-28

COHR COHERENT CORP4.8K shares0.00%2026-06-302026-07-28

WSBC WESBANCO INC48.4K shares0.00%2026-06-302026-07-28

VYMI VANGUARD WHITEHALL FDS19.0K shares-0.28%2026-06-302026-07-28

INTC INTEL CORP13.3K shares0.97%2026-06-302026-07-28

CROWDSTRIKE HLDGS INC CROWDSTRIKE HLDGS INC2.4K shares1.85%2026-06-302026-07-28

SUSA ISHARES TR11.6K shares0.00%2026-06-302026-07-28

Sponsored

RTX CORPORATION RTX CORPORATION9.4K shares-9.94%2026-06-302026-07-28

MU MICRON TECHNOLOGY INC1.5K shares-35.24%2026-06-302026-07-28

PGX INVESCO EXCH TRADED FD TR II157.6K shares-5.29%2026-06-302026-07-28

DELL DELL TECHNOLOGIES INC3.9K shares-9.07%2026-06-302026-07-28

PRF INVESCO EXCHANGE TRADED FD T31.0K shares0.00%2026-06-302026-07-28

NEXTERA ENERGY INC NEXTERA ENERGY INC19.0K shares2.65%2026-06-302026-07-28

SDY SPDR SERIES TRUST10.4K shares2.76%2026-06-302026-07-28

ABT ABBOTT LABORATORIES17.2K shares-4.30%2026-06-302026-07-28

Sponsored

NETFLIX INC. NETFLIX INC.21.6K shares1.39%2026-06-302026-07-28

PM PHILIP MORRIS INTL INC8.5K shares1.13%2026-06-302026-07-28

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-06-302026-07-28

BKH BLACK HILLS CORP20.1K shares0.24%2026-06-302026-07-28

UBER UBER TECHNOLOGIES INC20.6K shares6.15%2026-06-302026-07-28

BLK BLACKROCK INC1.5K shares-10.51%2026-06-302026-07-28

MCK MCKESSON CORP1.9K shares-0.26%2026-06-302026-07-28

AVGE AMERICAN CENTY ETF TR14.5K shares13.35%2026-06-302026-07-28

Sponsored

ADM ARCHER DANIELS MIDLAND CO18.7K shares-0.06%2026-06-302026-07-28

ADOBE INC ADOBE INC6.9K shares12.74%2026-06-302026-07-28

JPIE J P MORGAN EXCHANGE TRADED F30.8K shares2.46%2026-06-302026-07-28

SERVICENOW INC SERVICENOW INC14.2K shares15.56%2026-06-302026-07-28

EMR EMERSON ELEC CO9.7K shares-4.56%2026-06-302026-07-28

UNP UNION PAC CORP5.1K shares19.54%2026-06-302026-07-28

3M CO 3M CO8.6K shares5.97%2026-06-302026-07-28

CRM SALESFORCE INC8.8K shares9.69%2026-06-302026-07-28

Sponsored

SCHX SCHWAB STRATEGIC TR46.0K shares5.04%2026-06-302026-07-28

SCHB SCHWAB STRATEGIC TR46.4K shares-9.52%2026-06-302026-07-28

IBTH ISHARES TR59.9K shares-0.01%2026-06-302026-07-28

IBTG ISHARES TR57.9K shares0.00%2026-06-302026-07-28

TT TRANE TECHNOLOGIES PLC2.7K shares-0.56%2026-06-302026-07-28

DFUS DIMENSIONAL ETF TRUST15.8K shares0.00%2026-06-302026-07-28

BINC BLACKROCK ETF TRUST II24.5K shares9.60%2026-06-302026-07-28

EPD ENTERPRISE PRODS PARTNERS L34.8K shares0.42%2026-06-302026-07-28

Sponsored

PALANTIR TECHNOLOGIES INC PALANTIR TECHNOLOGIES INC10.9K shares-0.09%2026-06-302026-07-28

IJH ISHARES TR16.5K shares7.62%2026-06-302026-07-28

GPC GENUINE PARTS CO10.6K shares-4.38%2026-06-302026-07-28

MASTERCARD INCORPORATED MASTERCARD INCORPORATED2.4K shares-5.54%2026-06-302026-07-28

IXUS ISHARES TR13.0K shares-10.86%2026-06-302026-07-28

ISHARES TR ISHARES TR1.6K shares-1.16%2026-06-302026-07-28

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares-11.05%2026-06-302026-07-28

VB VANGUARD INDEX FDS3.9K shares-5.00%2026-06-302026-07-28

Sponsored

KLAC KLA CORP3.9K shares882.23%2026-06-302026-07-28

ESGV VANGUARD WORLD FD8.6K shares30.62%2026-06-302026-07-28

FTCS FIRST TR EXCHANGE-TRADED FD12.1K shares-3.51%2026-06-302026-07-28

EFG ISHARES TR9.1K shares0.00%2026-06-302026-07-28

SCHA SCHWAB STRATEGIC TR29.9K shares-9.17%2026-06-302026-07-28

DFUV DIMENSIONAL ETF TRUST19.0K shares-7.60%2026-06-302026-07-28

VUG VANGUARD INDEX FDS12.0K shares497.76%2026-06-302026-07-28

HYG ISHARES TR12.9K shares-0.16%2026-06-302026-07-28

Sponsored

MPC MARATHON PETE CORP3.8K shares0.13%2026-06-302026-07-28

WFC WELLS FARGO & CO11.6K shares-2.86%2026-06-302026-07-28

T AT&T INC44.8K shares-1.40%2026-06-302026-07-28

MDY STATE STR SPDR S&P MIDCAP 401.3K shares-21.42%2026-06-302026-07-28

ETN EATON CORP PLC2.2K shares3.30%2026-06-302026-07-28

HUBB HUBBELL INC1.7K shares0.00%2026-06-302026-07-28

ICOW PACER FDS TR21.3K shares0.00%2026-06-302026-07-28

ISRG INTUITIVE SURGICAL INC2.2K shares9.87%2026-06-302026-07-28

Sponsored

COWZ PACER FDS TR13.9K shares-14.29%2026-06-302026-07-28

AXP AMERICAN EXPRESS CO2.5K shares0.04%2026-06-302026-07-28

SLV ISHARES SILVER TR16.1K shares11.90%2026-06-302026-07-28

HWM HOWMET AEROSPACE INC3.2K shares-3.87%2026-06-302026-07-28

SMH VANECK ETF TRUST1.3K shares31.75%2026-06-302026-07-28

XLF SELECT SECTOR SPDR TR15.9K shares14.56%2026-06-302026-07-28

PPG PPG INDS INC7.0K sharesnew addition2026-06-302026-07-28

BA BOEING CO3.9K shares-9.92%2026-06-302026-07-28

Sponsored

EXI ISHARES TR4.2K shares0.00%2026-06-302026-07-28

SHM SPDR SERIES TRUST17.5K shares-0.82%2026-06-302026-07-28

IYW ISHARES TR3.3K shares0.00%2026-06-302026-07-28

DUK DUKE ENERGY CORP NEW6.5K shares0.03%2026-06-302026-07-28

DIVI FRANKLIN TEMPLETON ETF TR19.0K shares-6.58%2026-06-302026-07-28

WORKIVA INC WORKIVA INC16.6K shares0.00%2026-06-302026-07-28

GLW CORNING INC3.1K shares-12.62%2026-06-302026-07-28

GD GENERAL DYNAMICS CORP2.2K shares-4.51%2026-06-302026-07-28

Sponsored

VDC VANGUARD WORLD FD3.4K shares-7.44%2026-06-302026-07-28

DIS DISNEY WALT CO8.0K shares-1.96%2026-06-302026-07-28

XLE SELECT SECTOR SPDR TR14.5K shares-1.31%2026-06-302026-07-28

VFH VANGUARD WORLD FD5.8K shares-5.27%2026-06-302026-07-28

VO VANGUARD INDEX FDS9.4K shares247.40%2026-06-302026-07-28

VIS VANGUARD WORLD FD2.1K shares-13.22%2026-06-302026-07-28

WASTE MGMT INC DEL WASTE MGMT INC DEL3.4K shares-0.41%2026-06-302026-07-28

IDEV ISHARES TR8.4K shares0.00%2026-06-302026-07-28

Sponsored

PRU PRUDENTIAL FINL INC6.9K shares-2.30%2026-06-302026-07-28

EFA ISHARES TR7.1K shares-36.66%2026-06-302026-07-28

HPE HEWLETT PACKARD ENTERPRISE C16.0K shares-1.11%2026-06-302026-07-28

ENB ENBRIDGE INC13.0K shares-0.42%2026-06-302026-07-28

CGGR CAPITAL GROUP GROWTH ETF14.9K shares-0.82%2026-06-302026-07-28

VHT VANGUARD WORLD FD2.3K shares-23.91%2026-06-302026-07-28

PVAL PUTNAM ETF TRUST13.6K shares-2.54%2026-06-302026-07-28

VDE VANGUARD WORLD FD4.6K shares-16.18%2026-06-302026-07-28

Sponsored

AVSC AMERICAN CENTY ETF TR9.4K shares-24.82%2026-06-302026-07-28

SRE SEMPRA7.4K shares0.00%2026-06-302026-07-28

DFAX DIMENSIONAL ETF TRUST18.6K shares-1.65%2026-06-302026-07-28

CHRW C H ROBINSON WORLDWIDE IN3.6K shares-7.12%2026-06-302026-07-28

WEC WEC ENERGY GROUP INC5.7K shares-25.86%2026-06-302026-07-28

IBDR ISHARES TR27.2K shares-4.50%2026-06-302026-07-28

IJJ ISHARES TR4.4K shares-0.54%2026-06-302026-07-28

INTU INTUIT2.5K shares12.02%2026-06-302026-07-28

Sponsored

GWW WW GRAINGER INC475 shares-0.42%2026-06-302026-07-28

MMCA NEW YORK LIFE INVTS ACTIVE E29.4K shares7.37%2026-06-302026-07-28

ET ENERGY TRANSFER L P33.4K shares-15.26%2026-06-302026-07-28

IXN ISHARES TR4.4K shares0.00%2026-06-302026-07-28

PNC PNC FINL SVCS GROUP INC2.6K shares-14.24%2026-06-302026-07-28

IAPR INNOVATOR ETFS TRUST19.1K shares0.00%2026-06-302026-07-28

SYK STRYKER CORPORATION2.0K shares-4.32%2026-06-302026-07-28

BIP BROOKFIELD INFRASTRUCTURE PA17.2K shares0.00%2026-06-302026-07-28

Sponsored

PWZ INVESCO EXCH TRADED FD TR II25.5K shares0.00%2026-06-302026-07-28

IGM ISHARES TR3.8K shares0.72%2026-06-302026-07-28

DIA STATE STR SPDR DOW JONES IND1.2K shares1.55%2026-06-302026-07-28

ADP AUTOMATIC DATA PROCESSING IN2.7K shares-10.53%2026-06-302026-07-28

VTWG VANGUARD SCOTTSDALE FDS2.1K shares-0.14%2026-06-302026-07-28

CZR CAESARS ENTERTAINMENT INC NE20.2K shares-17.43%2026-06-302026-07-28

ALL ALLSTATE CORP2.5K shares-0.27%2026-06-302026-07-28

SPACE EXPLORATION TECHN CORP SPACE EXPLORATION TECHN CORP3.5K sharesnew addition2026-06-302026-07-28

Sponsored

TC ENERGY CORP TC ENERGY CORP8.8K shares0.00%2026-06-302026-07-28

NSC NORFOLK SOUTHN CORP1.9K shares-14.73%2026-06-302026-07-28

TFI SPDR SERIES TRUST12.7K shares0.00%2026-06-302026-07-28

IGV ISHARES TR6.4K shares0.00%2026-06-302026-07-28

SPDW SPDR INDEX SHS FDS11.4K shares0.00%2026-06-302026-07-28

CSX CSX CORP12.1K shares-1.11%2026-06-302026-07-28

TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC1.7K shares-11.03%2026-06-302026-07-28

VOX VANGUARD WORLD FD3.0K shares-8.99%2026-06-302026-07-28

Sponsored

CMI CUMMINS INC786 shares0.00%2026-06-302026-07-28

VT VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2026-06-302026-07-28

BSMS INVESCO EXCH TRD SLF IDX FD23.6K shares0.70%2026-06-302026-07-28

BSMR INVESCO EXCH TRD SLF IDX FD23.4K shares0.68%2026-06-302026-07-28

AFL AFLAC INC4.7K shares0.00%2026-06-302026-07-28

AEP AMERICAN ELEC PWR CO INC4.0K shares0.00%2026-06-302026-07-28

LOW LOWES COS INC2.5K shares-5.55%2026-06-302026-07-28

MS MORGAN STANLEY2.6K shares-17.65%2026-06-302026-07-28

Sponsored

CW CURTISS WRIGHT CORP718 shares0.00%2026-06-302026-07-28

ED CONSOLIDATED EDISON INC4.9K shares0.00%2026-06-302026-07-28

QUANTA SVCS INC QUANTA SVCS INC750 shares2.74%2026-06-302026-07-28

NULG NUSHARES ETF TR4.6K shares-0.09%2026-06-302026-07-28

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC3.8K shares-1.28%2026-06-302026-07-28

DHR DANAHER CORP DEL2.8K shares-1.89%2026-06-302026-07-28

SNA SNAP ON INC1.3K shares-0.70%2026-06-302026-07-28

INNO HOLDINGS INC INNO HOLDINGS INC13.0K sharesnew addition2026-06-302026-07-28

Sponsored

NUDM NUSHARES ETF TR12.8K shares-3.66%2026-06-302026-07-28

LHX L3HARRIS TECHNOLOGIES INC1.8K shares-0.62%2026-06-302026-07-28

VCR VANGUARD WORLD FD1.3K shares-10.76%2026-06-302026-07-28

APH AMPHENOL CORP2.8K shares-1.76%2026-06-302026-07-28

PAVE GLOBAL X FDS8.4K shares54.52%2026-06-302026-07-28

FLOT ISHARES TR9.4K shares-0.48%2026-06-302026-07-28

FEZ SPDR INDEX SHS FDS7.0K shares0.00%2026-06-302026-07-28

ISHARES TR ISHARES TR4.9K shares-1.83%2026-06-302026-07-28

Sponsored

BDJ BLACKROCK ENHANCED EQUITY DI49.6K shares0.00%2026-06-302026-07-28

C CITIGROUP INC3.4K shares0.03%2026-06-302026-07-28

STXK EA SERIES TRUST12.0K shares0.00%2026-06-302026-07-28

CMF ISHARES TR8.0K shares-21.93%2026-06-302026-07-28

GILD GILEAD SCIENCES INC3.6K shares-0.03%2026-06-302026-07-28

NUE NUCOR CORP2.0K shares0.59%2026-06-302026-07-28

USMV ISHARES TR4.7K sharesnew addition2026-06-302026-07-28

CARR CARRIER GLOBAL CORPORATION6.2K shares-2.43%2026-06-302026-07-28

Sponsored

CAH CARDINAL HEALTH INC1.9K shares-0.94%2026-06-302026-07-28

AEM AGNICO EAGLE MINES LTD2.9K shares-3.33%2026-06-302026-07-28

NUBD NUSHARES ETF TR19.9K shares2.79%2026-06-302026-07-28

RSP INVESCO EXCHANGE TRADED FD T2.1K shares0.05%2026-06-302026-07-28

TKR TIMKEN CO3.0K shares-1.05%2026-06-302026-07-28

IWV ISHARES TR1.0K shares5.33%2026-06-302026-07-28

SFBS SERVISFIRST BANCSHARES INC5.0K shares0.00%2026-06-302026-07-28

QTEC FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2026-06-302026-07-28

Sponsored

IWB ISHARES TR1.1K shares6.16%2026-06-302026-07-28

TGT TARGET CORP3.2K shares11.36%2026-06-302026-07-28

IAU ISHARES GOLD TR5.5K shares2.78%2026-06-302026-07-28

UMBF UMB FINL CORP2.9K shares0.00%2026-06-302026-07-28

LQD ISHARES TR3.7K shares0.00%2026-06-302026-07-28

GRMN GARMIN LTD1.7K shares0.00%2026-06-302026-07-28

WMB WILLIAMS COS INC5.4K shares-14.26%2026-06-302026-07-28

CEG CONSTELLATION ENERGY CORP1.6K shares-1.23%2026-06-302026-07-28

Sponsored

GSK PLC GSK PLC7.6K shares-4.60%2026-06-302026-07-28

VOOG VANGUARD ADMIRAL FDS INC4.8K shares507.61%2026-06-302026-07-28

SPSM SPDR SERIES TRUST6.8K shares-4.05%2026-06-302026-07-28

MICROCHIP TECHNOLOGY INC. MICROCHIP TECHNOLOGY INC.4.2K shares0.00%2026-06-302026-07-28

MEDTRONIC PLC MEDTRONIC PLC4.9K shares-14.44%2026-06-302026-07-28

SCHW SCHWAB CHARLES CORP4.2K shares-4.22%2026-06-302026-07-28

IJR ISHARES TR2.6K sharesnew addition2026-06-302026-07-28

USIG ISHARES TR7.4K shares12.59%2026-06-302026-07-28

Sponsored

BX BLACKSTONE INC3.2K shares0.66%2026-06-302026-07-28

HONEYWELL INTL INC HONEYWELL INTL INC1.7K sharesnew addition2026-06-302026-07-28

CORTEVA INC CORTEVA INC4.4K shares0.02%2026-06-302026-07-28

DLR DIGITAL RLTY TR INC2.1K shares-1.39%2026-06-302026-07-28

ETG EATON VANCE TX ADV GLBL DIV15.7K shares-14.47%2026-06-302026-07-28

ESGU ISHARES TR2.3K shares-0.13%2026-06-302026-07-28

PAA PLAINS ALL AMERN PIPELINE L16.5K shares0.00%2026-06-302026-07-28

CVS CVS HEALTH CORP3.5K shares17.99%2026-06-302026-07-28

Sponsored

AVXC AMERICAN CENTY ETF TR4.2K shares5.82%2026-06-302026-07-28

HONEYWELL AEROSPACE INC HONEYWELL AEROSPACE INC1.6K sharesnew addition2026-06-302026-07-28

CALF PACER FDS TR7.1K shares-6.67%2026-06-302026-07-28

SOXX ISHARES TR553 sharesnew addition2026-06-302026-07-28

SUSB ISHARES TR14.1K shares-0.94%2026-06-302026-07-28

ICLR ICON PUB LTD CO2.0K sharesnew addition2026-06-302026-07-28

JTEK J P MORGAN EXCHANGE TRADED F3.1K sharesnew addition2026-06-302026-07-28

XLY SELECT SECTOR SPDR TR2.9K shares0.00%2026-06-302026-07-28

Sponsored

IBMO ISHARES TR13.2K shares0.00%2026-06-302026-07-28

AMT AMERICAN TOWER CORP2.1K shares-21.54%2026-06-302026-07-28

IBMP ISHARES TR13.0K shares0.00%2026-06-302026-07-28

IUSG ISHARES TR1.8K shares-2.76%2026-06-302026-07-28

ATI INC ATI INC1.7K shares0.00%2026-06-302026-07-28

RPM RPM INTL INC3.0K shares-0.77%2026-06-302026-07-28

DVY ISHARES TR2.1K shares0.00%2026-06-302026-07-28

ESGD ISHARES TR3.1K shares0.00%2026-06-302026-07-28

Sponsored

SBUX STARBUCKS CORP3.2K shares-8.69%2026-06-302026-07-28

TPL TEXAS PACIFIC LAND CORPORATI738 shares0.00%2026-06-302026-07-28

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR7.1K shares-15.59%2026-06-302026-07-28

IAGG ISHARES TR6.3K shares53.87%2026-06-302026-07-28

IBMQ ISHARES TR12.5K shares0.00%2026-06-302026-07-28

DFAS DIMENSIONAL ETF TRUST3.9K shares-12.22%2026-06-302026-07-28

NTRS NORTHERN TR CORP1.8K shares-0.22%2026-06-302026-07-28

HBAN HUNTINGTON BANCSHARES INC17.4K shares-1.83%2026-06-302026-07-28

Sponsored

F FORD MTR CO22.1K shares-7.99%2026-06-302026-07-28

IWR ISHARES TR2.8K shares-3.61%2026-06-302026-07-28

LSCC LATTICE SEMICONDUCTOR CORP2.0K sharesnew addition2026-06-302026-07-28

VNQ VANGUARD INDEX FDS3.1K shares-3.59%2026-06-302026-07-28

NXT NEXTPOWER INC2.5K shares0.00%2026-06-302026-07-28

MDLZ MONDELEZ INTL INC5.2K shares-4.53%2026-06-302026-07-28

NFG NATIONAL FUEL GAS CO3.9K shares-6.46%2026-06-302026-07-28

CLX CLOROX CO DEL3.1K shares44.44%2026-06-302026-07-28

Sponsored

AOHY ANGEL OAK FUNDS TRUST27.1K shares21.46%2026-06-302026-07-28

FLRN SPDR SERIES TRUST9.6K shares0.00%2026-06-302026-07-28

RY ROYAL BK CDA1.4K shares0.00%2026-06-302026-07-28

OMER OMEROS CORP31.1K shares47.39%2026-06-302026-07-28

NKE NIKE INC7.2K shares35.85%2026-06-302026-07-28

CHUBB LIMITED CHUBB LIMITED850 shares0.00%2026-06-302026-07-28

ICLN ISHARES TR13.9K shares0.00%2026-06-302026-07-28

ORI OLD REP INTL CORP6.9K shares29.39%2026-06-302026-07-28

Sponsored

HSY HERSHEY CO1.6K shares-4.44%2026-06-302026-07-28

DOV DOVER CORP1.3K sharesnew addition2026-06-302026-07-28

PAYX PAYCHEX INC2.9K shares3.33%2026-06-302026-07-28

Q QNITY ELECTRONICS INC1.7K sharesnew addition2026-06-302026-07-28

FTA FIRST TR EXCHANGE-TRADED ALP2.9K shares0.00%2026-06-302026-07-28

LRGE LEGG MASON ETF INVT3.2K shares0.00%2026-06-302026-07-28

MTG MGIC INVT CORP WIS9.5K sharesnew addition2026-06-302026-07-28

VAW VANGUARD WORLD FD1.2K shares0.00%2026-06-302026-07-28

Sponsored

XEL XCEL ENERGY INC3.3K shares22.28%2026-06-302026-07-28

NLY ANNALY CAPITAL MANAGEMENT IN11.7K sharesnew addition2026-06-302026-07-28

QQQM INVESCO EXCH TRADED FD TR II864 shares-2.26%2026-06-302026-07-28

NLR VANECK ETF TRUST2.3K sharesnew addition2026-06-302026-07-28

AGNC INVT CORP AGNC INVT CORP23.9K shares-10.91%2026-06-302026-07-28

EXC EXELON CORP5.5K shares-4.39%2026-06-302026-07-28

FVD FIRST TR EXCHANGE-TRADED FD5.4K shares0.00%2026-06-302026-07-28

DVN DEVON ENERGY CORP NEW6.2K sharesnew addition2026-06-302026-07-28

Sponsored

FNDX SCHWAB STRATEGIC TR8.3K sharesnew addition2026-06-302026-07-28

TSEC TOUCHSTONE ETF TRUST9.9K sharesnew addition2026-06-302026-07-28

SHOP SHOPIFY INC2.2K shares21.11%2026-06-302026-07-28

IBDS ISHARES TR10.4K shares0.00%2026-06-302026-07-28

PYLD PIMCO ETF TR9.5K sharesnew addition2026-06-302026-07-28

IVLU ISHARES TR6.0K shares0.00%2026-06-302026-07-28

SWBI SMITH & WESSON BRANDS INC16.6K shares0.00%2026-06-302026-07-28

PBA PEMBINA PIPELINE CORP5.4K shares-2.56%2026-06-302026-07-28

Sponsored

KKR KKR & CO INC2.7K shares0.00%2026-06-302026-07-28

YETI YETI HLDGS INC5.0K sharesnew addition2026-06-302026-07-28

AGM FEDERAL AGRIC MTG CORP1.2K sharesnew addition2026-06-302026-07-28

NULV NUSHARES ETF TR4.9K shares-0.79%2026-06-302026-07-28

DFAT DIMENSIONAL ETF TRUST3.5K shares0.00%2026-06-302026-07-28

HSBC HSBC HLDGS PLC2.5K shares0.00%2026-06-302026-07-28

TTE TOTALENERGIES SE3.1K shares-5.40%2026-06-302026-07-28

MAR MARRIOTT INTL INC NEW643 shares0.00%2026-06-302026-07-28

Sponsored

URI UNITED RENTALS INC210 sharesnew addition2026-06-302026-07-28

GOF GUGGENHEIM STRATEGIC OPPORTU21.7K sharesnew addition2026-06-302026-07-28

CGXU CAPITAL GROUP INTL FOCUS EQT6.8K shares0.00%2026-06-302026-07-28

FITB FIFTH THIRD BANCORP4.2K shares-6.72%2026-06-302026-07-28

SKYY FIRST TR EXCHANGE-TRADED FD1.7K sharesnew addition2026-06-302026-07-28

FV FIRST TR EXCHANGE TRADED FD3.1K sharesnew addition2026-06-302026-07-28

AMERIPRISE FINL INC AMERIPRISE FINL INC506 shares0.00%2026-06-302026-07-28

KEY KEYCORP9.9K shares-4.32%2026-06-302026-07-28

Sponsored

SCHE SCHWAB STRATEGIC TR6.3K shares-24.17%2026-06-302026-07-28

STXE EA SERIES TRUST4.3K sharesnew addition2026-06-302026-07-28

RIOT RIOT PLATFORMS INC8.3K sharesnew addition2026-06-302026-07-28

MRVL MARVELL TECHNOLOGY INC764 sharesnew addition2026-06-302026-07-28

DGX QUEST DIAGNOSTICS INC1.1K shares0.00%2026-06-302026-07-28

STRATEGY INC STRATEGY INC2.6K shares12.95%2026-06-302026-07-28

PSA PUBLIC STORAGE705 sharesnew addition2026-06-302026-07-28

FNDF SCHWAB STRATEGIC TR4.2K sharesnew addition2026-06-302026-07-28

Sponsored

EW EDWARDS LIFESCIENCES CORP2.4K sharesnew addition2026-06-302026-07-28

SM SM ENERGY COMPANY8.4K shares0.08%2026-06-302026-07-28

DKS DICKS SPORTING GOODS INC959 sharesnew addition2026-06-302026-07-28

BBLU EA SERIES TRUST13.2K shares0.00%2026-06-302026-07-28

KNG FIRST TR EXCHANGE-TRADED FD4.3K shares0.00%2026-06-302026-07-28

ITW ILLINOIS TOOL WKS INC801 shares-13.41%2026-06-302026-07-28

BP BP PLC5.9K shares-4.12%2026-06-302026-07-28

PJUL INNOVATOR ETFS TRUST4.4K shares0.00%2026-06-302026-07-28

Sponsored

IVZ INVESCO LTD8.2K sharesnew addition2026-06-302026-07-28

RRX REGAL REXNORD CORPORATION900 sharesnew addition2026-06-302026-07-28

SPHQ INVESCO EXCHANGE TRADED FD T2.3K sharesnew addition2026-06-302026-07-28

IDU ISHARES TR1.8K shares0.00%2026-06-302026-07-28

GS GOLDMAN SACHS GROUP INC207 shares-18.50%2026-06-302026-07-28

BSX BOSTON SCIENTIFIC CORP4.9K shares-6.68%2026-06-302026-07-28

IJAN INNOVATOR ETFS TRUST5.4K sharesnew addition2026-06-302026-07-28

UL UNILEVER PLC3.4K shares-4.91%2026-06-302026-07-28

Sponsored

JOHNSON CONTROLS INTERNATION JOHNSON CONTROLS INTERNATION1.4K shares-9.46%2026-06-302026-07-28

IBMR ISHARES TR8.0K shares0.00%2026-06-302026-07-28

L LOEWS CORP1.8K sharesnew addition2026-06-302026-07-28

SHV ISHARES TR1.8K sharesnew addition2026-06-302026-07-28

ANET ARISTA NETWORKS INC1.2K sharesnew addition2026-06-302026-07-28

PYPL PAYPAL HLDGS INC4.6K shares-4.92%2026-06-302026-07-28

BALL BALL CORP3.2K sharesnew addition2026-06-302026-07-28

CHE CHEMED CORP NEW430 sharesnew addition2026-06-302026-07-28

Sponsored

AES CORP AES CORP13.3K shares-0.49%2026-06-302026-07-28

XRPC CANARY XRP ETF12.7K shares0.00%2026-06-302026-07-28

DNP DNP SELECT INCOME FD INC12.4K shares-0.15%2026-06-302026-07-28

DAKOTA GOLD CORP DAKOTA GOLD CORP13.6K shares0.00%2026-06-302026-07-28

COTY COTY INC25.5K shares38.77%2026-06-302026-07-28

ORGO ORGANOGENESIS HLDGS INC10.3K shares0.00%2026-06-302026-07-28

SCHG

SCHWAB STRATEGIC TR

-0.53%

Shares15.0M

Event2026-06-30

Filed2026-07-28

SCHV

SCHWAB STRATEGIC TR

-0.04%

Shares10.2M

Event2026-06-30

Filed2026-07-28

SCHF

SCHWAB STRATEGIC TR

4.21%

Shares7.6M

Event2026-06-30

Filed2026-07-28

SCHZ

SCHWAB STRATEGIC TR

3.43%

Shares8.0M

Event2026-06-30

Filed2026-07-28

SCHD

SCHWAB STRATEGIC TR

-2.06%

Shares5.4M

Event2026-06-30

Filed2026-07-28

JPEF

J P MORGAN EXCHANGE TRADED F

7.62%

Shares1.9M

Event2026-06-30

Filed2026-07-28

JPIB

J P MORGAN EXCHANGE TRADED F

3.50%

Shares2.5M

Event2026-06-30

Filed2026-07-28

SPTL

SPDR SERIES TRUST

5.40%

Shares4.5M

Event2026-06-30

Filed2026-07-28

AVUV

AMERICAN CENTY ETF TR

0.22%

Shares864.5K

Event2026-06-30

Filed2026-07-28

AVEM

AMERICAN CENTY ETF TR

-1.08%

Shares1.1M

Event2026-06-30

Filed2026-07-28

CWI

SPDR INDEX SHS FDS

-1.28%

Shares2.3M

Event2026-06-30

Filed2026-07-28

MDYV

SPDR SERIES TRUST

3.70%

Shares952.3K

Event2026-06-30

Filed2026-07-28

JCPB

J P MORGAN EXCHANGE TRADED F

3.02%

Shares1.7M

Event2026-06-30

Filed2026-07-28

JMUB

J P MORGAN EXCHANGE TRADED F

7.60%

Shares1.3M

Event2026-06-30

Filed2026-07-28

MUB

ISHARES TR

8.37%

Shares537.1K

Event2026-06-30

Filed2026-07-28

IWF

ISHARES TR

291.42%

Shares362.5K

Event2026-06-30

Filed2026-07-28

VOO

VANGUARD INDEX FDS

-1.08%

Shares64.2K

Event2026-06-30

Filed2026-07-28

FMB

FIRST TR EXCH TRADED FD III

-0.67%

Shares837.3K

Event2026-06-30

Filed2026-07-28

AAPL

APPLE INC

-0.62%

Shares146.8K

Event2026-06-30

Filed2026-07-28

SLYG

SPDR SERIES TRUST

5.71%

Shares352.5K

Event2026-06-30

Filed2026-07-28

HYMB

SPDR SERIES TRUST

-2.11%

Shares1.6M

Event2026-06-30

Filed2026-07-28

MDYG

SPDR SERIES TRUST

8.08%

Shares347.9K

Event2026-06-30

Filed2026-07-28

IDOG

ALPS ETF TR

-0.87%

Shares929.3K

Event2026-06-30

Filed2026-07-28

VXUS

VANGUARD STAR FDS

-0.88%

Shares445.4K

Event2026-06-30

Filed2026-07-28

VIG

VANGUARD SPECIALIZED FUNDS

-12.06%

Shares153.4K

Event2026-06-30

Filed2026-07-28

SPYV

SPDR SERIES TRUST

-6.57%

Shares509.1K

Event2026-06-30

Filed2026-07-28

IVW

ISHARES TR

-3.89%

Shares180.0K

Event2026-06-30

Filed2026-07-28

JEPI

J P MORGAN EXCHANGE TRADED F

5.20%

Shares415.9K

Event2026-06-30

Filed2026-07-28

IWO

ISHARES TR

-5.08%

Shares52.0K

Event2026-06-30

Filed2026-07-28

SLYV

SPDR SERIES TRUST

-3.85%

Shares176.7K

Event2026-06-30

Filed2026-07-28

VTEI

VANGUARD MUN BD FDS

-1.58%

Shares187.3K

Event2026-06-30

Filed2026-07-28

MSFT

MICROSOFT CORP

-2.48%

Shares50.4K

Event2026-06-30

Filed2026-07-28

IWS

ISHARES TR

-2.39%

Shares111.4K

Event2026-06-30

Filed2026-07-28

VIGI

VANGUARD WHITEHALL FDS

1.42%

Shares193.6K

Event2026-06-30

Filed2026-07-28

VBK

VANGUARD INDEX FDS

-2.42%

Shares49.3K

Event2026-06-30

Filed2026-07-28

NVDA

NVIDIA CORPORATION

-4.71%

Shares88.3K

Event2026-06-30

Filed2026-07-28

DFAE

DIMENSIONAL ETF TRUST

-6.15%

Shares426.5K

Event2026-06-30

Filed2026-07-28

BROADCOM INC

-2.45%

Shares44.8K

Event2026-06-30

Filed2026-07-28

JPMORGAN CHASE & CO

-0.42%

Shares50.2K

Event2026-06-30

Filed2026-07-28

DEERE & CO

0.42%

Shares25.4K

Event2026-06-30

Filed2026-07-28

CISCO SYS INC

-2.21%

Shares137.1K

Event2026-06-30

Filed2026-07-28

IWP

ISHARES TR

-4.22%

Shares107.1K

Event2026-06-30

Filed2026-07-28

ABBVIE INC

0.83%

Shares61.4K

Event2026-06-30

Filed2026-07-28

DFSV

DIMENSIONAL ETF TRUST

-4.97%

Shares393.2K

Event2026-06-30

Filed2026-07-28

COCA COLA CO

-0.64%

Shares171.9K

Event2026-06-30

Filed2026-07-28

TXN

TEXAS INSTRS INC

-1.95%

Shares46.4K

Event2026-06-30

Filed2026-07-28

FAST

FASTENAL CO

0.64%

Shares286.2K

Event2026-06-30

Filed2026-07-28

EXXON MOBIL CORP

2.04%

Shares100.2K

Event2026-06-30

Filed2026-07-28

VOT

VANGUARD INDEX FDS

-2.63%

Shares44.5K

Event2026-06-30

Filed2026-07-28

DON

WISDOMTREE TR

1.09%

Shares235.6K

Event2026-06-30

Filed2026-07-28

MRK

MERCK & CO INC

1.87%

Shares100.4K

Event2026-06-30

Filed2026-07-28

AMZN

AMAZON COM INC

-1.10%

Shares52.7K

Event2026-06-30

Filed2026-07-28

IEMG

ISHARES INC

-1.56%

Shares148.6K

Event2026-06-30

Filed2026-07-28

JNJ

JOHNSON & JOHNSON

3.27%

Shares45.4K

Event2026-06-30

Filed2026-07-28

VWO

VANGUARD INTL EQUITY INDEX F

-6.65%

Shares193.0K

Event2026-06-30

Filed2026-07-28

MUNI

PIMCO ETF TR

-2.20%

Shares211.1K

Event2026-06-30

Filed2026-07-28

HMOP

HARTFORD FDS EXCHANGE TRADED

1.23%

Shares282.6K

Event2026-06-30

Filed2026-07-28

STATE STR SPDR S&P 500 ETF T

-1.01%

Shares14.2K

Event2026-06-30

Filed2026-07-28

HYD

VANECK ETF TRUST

-2.67%

Shares206.1K

Event2026-06-30

Filed2026-07-28

VLO

VALERO ENERGY CORP

-3.03%

Shares40.5K

Event2026-06-30

Filed2026-07-28

DFAC

DIMENSIONAL ETF TRUST

-9.40%

Shares236.9K

Event2026-06-30

Filed2026-07-28

AMGN

AMGEN INC

-0.13%

Shares28.6K

Event2026-06-30

Filed2026-07-28

IBM

INTERNATIONAL BUSINESS MACHS

-0.17%

Shares36.5K

Event2026-06-30

Filed2026-07-28

CVX

CHEVRON CORPORATION

-0.04%

Shares61.3K

Event2026-06-30

Filed2026-07-28

TLH

ISHARES TR

-4.69%

Shares100.3K

Event2026-06-30

Filed2026-07-28

VOE

VANGUARD INDEX FDS

-4.56%

Shares50.0K

Event2026-06-30

Filed2026-07-28

HOME DEPOT INC

-3.09%

Shares27.9K

Event2026-06-30

Filed2026-07-28

COSTCO WHOLESALE CORPORATION

-0.43%

Shares10.2K

Event2026-06-30

Filed2026-07-28

GOOGL

ALPHABET INC

3.52%

Shares26.6K

Event2026-06-30

Filed2026-07-28

VYM

VANGUARD WHITEHALL FDS

-4.69%

Shares58.2K

Event2026-06-30

Filed2026-07-28

BRK.B

BERKSHIRE HATHAWAY INC DEL

5.29%

Shares18.0K

Event2026-06-30

Filed2026-07-28

VTV

VANGUARD INDEX FDS

-0.08%

Shares41.3K

Event2026-06-30

Filed2026-07-28

VERIZON COMMUNICATIONS INC

-0.29%

Shares209.9K

Event2026-06-30

Filed2026-07-28

LMT

LOCKHEED MARTIN CORP

2.39%

Shares16.8K

Event2026-06-30

Filed2026-07-28

BIV

VANGUARD BD INDEX FDS

-1.87%

Shares110.8K

Event2026-06-30

Filed2026-07-28

LLY

ELI LILLY & CO

6.27%

Shares6.7K

Event2026-06-30

Filed2026-07-28

JPEM

J P MORGAN EXCHANGE TRADED F

3.09%

Shares127.4K

Event2026-06-30

Filed2026-07-28

PROCTER & GAMBLE CO

-0.70%

Shares53.5K

Event2026-06-30

Filed2026-07-28

ALTRIA GROUP INC

-0.95%

Shares104.3K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-1.17%

Shares75.4K

Event2026-06-30

Filed2026-07-28

CAT

CATERPILLAR INC

1.85%

Shares7.0K

Event2026-06-30

Filed2026-07-28

EFV

ISHARES TR

0.13%

Shares96.4K

Event2026-06-30

Filed2026-07-28

TSLA

TESLA INC

3.85%

Shares16.7K

Event2026-06-30

Filed2026-07-28

QQQ

INVESCO QQQ TR

-23.98%

Shares9.2K

Event2026-06-30

Filed2026-07-28

VGT

VANGUARD WORLD FD

682.09%

Shares55.4K

Event2026-06-30

Filed2026-07-28

IWN

ISHARES TR

-2.41%

Shares29.8K

Event2026-06-30

Filed2026-07-28

PEP

PEPSICO INC

1.84%

Shares46.9K

Event2026-06-30

Filed2026-07-28

COP

CONOCOPHILLIPS

-1.61%

Shares60.6K

Event2026-06-30

Filed2026-07-28

AMD

ADVANCED MICRO DEVICES INC

-4.56%

Shares10.7K

Event2026-06-30

Filed2026-07-28

BAC

BANK OF AMER CORP

-1.69%

Shares105.4K

Event2026-06-30

Filed2026-07-28

PFE

PFIZER INC

-1.41%

Shares237.8K

Event2026-06-30

Filed2026-07-28

CASY

CASEYS GEN STORES INC

0.00%

Shares7.2K

Event2026-06-30

Filed2026-07-28

UPS

UNITED PARCEL SVCS INC

1.49%

Shares51.9K

Event2026-06-30

Filed2026-07-28

APPLIED MATLS INC

-20.19%

Shares7.2K

Event2026-06-30

Filed2026-07-28

EOG

EOG RES INC

-0.94%

Shares39.7K

Event2026-06-30

Filed2026-07-28

USB

US BANCORP

-1.29%

Shares84.5K

Event2026-06-30

Filed2026-07-28

VLUE

ISHARES TR

-2.10%

Shares25.0K

Event2026-06-30

Filed2026-07-28

MCD

MCDONALDS CORP

-0.52%

Shares18.0K

Event2026-06-30

Filed2026-07-28

VTEB

VANGUARD MUN BD FDS

2.62%

Shares96.0K

Event2026-06-30

Filed2026-07-28

SUB

ISHARES TR

-4.65%

Shares44.0K

Event2026-06-30

Filed2026-07-28

BND

VANGUARD BD INDEX FDS

-1.75%

Shares58.9K

Event2026-06-30

Filed2026-07-28

VISA INC

0.87%

Shares12.6K

Event2026-06-30

Filed2026-07-28

MTB

M & T BK CORP

-2.07%

Shares18.0K

Event2026-06-30

Filed2026-07-28

BPRE

BLUEROCK PVT REAL ESTATE FD

-5.74%

Shares324.7K

Event2026-06-30

Filed2026-07-28

META PLATFORMS INC

7.26%

Shares7.5K

Event2026-06-30

Filed2026-07-28

SPDR SERIES TRUST

-1.35%

Shares47.3K

Event2026-06-30

Filed2026-07-28

XYLD

GLOBAL X FDS

-5.65%

Shares101.9K

Event2026-06-30

Filed2026-07-28

QCOM

QUALCOMM INC

-3.76%

Shares21.8K

Event2026-06-30

Filed2026-07-28

EEM

ISHARES TR

-2.28%

Shares58.7K

Event2026-06-30

Filed2026-07-28

MMIT

NEW YORK LIFE INVTS ACTIVE E

-3.57%

Shares162.5K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

2.56%

Shares10.7K

Event2026-06-30

Filed2026-07-28

XLK

SELECT SECTOR SPDR TR

-3.48%

Shares20.5K

Event2026-06-30

Filed2026-07-28

BMY

BRISTOL-MYERS SQUIBB CO

0.66%

Shares67.5K

Event2026-06-30

Filed2026-07-28

OKE

ONEOK INC NEW

1.11%

Shares44.2K

Event2026-06-30

Filed2026-07-28

PFG

PRINCIPAL FINANCIAL GROUP IN

-0.03%

Shares35.6K

Event2026-06-30

Filed2026-07-28

VBR

VANGUARD INDEX FDS

-2.28%

Shares14.7K

Event2026-06-30

Filed2026-07-28

GOOG

ALPHABET INC

-2.12%

Shares9.9K

Event2026-06-30

Filed2026-07-28

WMT

WALMART INC

-3.99%

Shares30.2K

Event2026-06-30

Filed2026-07-28

LRCX

LAM RESEARCH CORP

-7.09%

Shares7.9K

Event2026-06-30

Filed2026-07-28

ORACLE CORP

2.60%

Shares22.6K

Event2026-06-30

Filed2026-07-28

SOUTHERN CO

-1.60%

Shares33.4K

Event2026-06-30

Filed2026-07-28

KMB

KIMBERLY-CLARK CORP

3.18%

Shares29.1K

Event2026-06-30

Filed2026-07-28

VEA

VANGUARD TAX-MANAGED FDS

-2.95%

Shares44.8K

Event2026-06-30

Filed2026-07-28

TJX

TJX COS INC NEW

-1.11%

Shares19.8K

Event2026-06-30

Filed2026-07-28

SPCE

VIRGIN GALACTIC HOLDINGS INC

New

Shares867.7K

Event2026-06-30

Filed2026-07-28

TMO

THERMO FISHER SCIENTIFIC INC

-4.59%

Shares5.0K

Event2026-06-30

Filed2026-07-28

GE AEROSPACE

12.13%

Shares6.5K

Event2026-06-30

Filed2026-07-28

IWD

ISHARES TR

-0.69%

Shares9.8K

Event2026-06-30

Filed2026-07-28

FLEX

FLEX LTD

0.00%

Shares14.6K

Event2026-06-30

Filed2026-07-28

FPE

FIRST TR EXCH TRADED FD III

3.99%

Shares130.1K

Event2026-06-30

Filed2026-07-28

PSX

PHILLIPS 66

0.35%

Shares13.7K

Event2026-06-30

Filed2026-07-28

DHS

WISDOMTREE TR

-2.05%

Shares20.3K

Event2026-06-30

Filed2026-07-28

LIN

LINDE PLC

-0.02%

Shares4.4K

Event2026-06-30

Filed2026-07-28

IJK

ISHARES TR

-2.32%

Shares19.2K

Event2026-06-30

Filed2026-07-28

GLD

SPDR GOLD TR

-15.31%

Shares6.0K

Event2026-06-30

Filed2026-07-28

LNT

ALLIANT ENERGY CORP

-0.22%

Shares28.4K

Event2026-06-30

Filed2026-07-28

IDV

ISHARES TR

-4.89%

Shares51.9K

Event2026-06-30

Filed2026-07-28

UNITEDHEALTH GROUP INC

-1.07%

Shares5.2K

Event2026-06-30

Filed2026-07-28

PANW

PALO ALTO NETWORKS INC

5.71%

Shares6.3K

Event2026-06-30

Filed2026-07-28

IWM

ISHARES TR

0.00%

Shares6.9K

Event2026-06-30

Filed2026-07-28

ROK

ROCKWELL AUTOMATION INC

-1.82%

Shares4.0K

Event2026-06-30

Filed2026-07-28

PARKER-HANNIFIN CORP

-0.25%

Shares2.0K

Event2026-06-30

Filed2026-07-28

GEV

GE VERNOVA INC

9.31%

Shares1.7K

Event2026-06-30

Filed2026-07-28

IVE

ISHARES TR

2.39%

Shares8.7K

Event2026-06-30

Filed2026-07-28

BKNG

BOOKING HOLDINGS INC

2924.65%

Shares10.8K

Event2026-06-30

Filed2026-07-28

UCON

FIRST TR EXCHNG TRADED FD VI

-0.51%

Shares77.2K

Event2026-06-30

Filed2026-07-28

COHR

COHERENT CORP

0.00%

Shares4.8K

Event2026-06-30

Filed2026-07-28

WSBC

WESBANCO INC

0.00%

Shares48.4K

Event2026-06-30

Filed2026-07-28

VYMI

VANGUARD WHITEHALL FDS

-0.28%

Shares19.0K

Event2026-06-30

Filed2026-07-28

INTC

INTEL CORP

0.97%

Shares13.3K

Event2026-06-30

Filed2026-07-28

CROWDSTRIKE HLDGS INC

1.85%

Shares2.4K

Event2026-06-30

Filed2026-07-28

SUSA

ISHARES TR

0.00%

Shares11.6K

Event2026-06-30

Filed2026-07-28

RTX CORPORATION

-9.94%

Shares9.4K

Event2026-06-30

Filed2026-07-28

MICRON TECHNOLOGY INC

-35.24%

Shares1.5K

Event2026-06-30

Filed2026-07-28

PGX

INVESCO EXCH TRADED FD TR II

-5.29%

Shares157.6K

Event2026-06-30

Filed2026-07-28

DELL

DELL TECHNOLOGIES INC

-9.07%

Shares3.9K

Event2026-06-30

Filed2026-07-28

PRF

INVESCO EXCHANGE TRADED FD T

0.00%

Shares31.0K

Event2026-06-30

Filed2026-07-28

NEXTERA ENERGY INC

2.65%

Shares19.0K

Event2026-06-30

Filed2026-07-28

SDY

SPDR SERIES TRUST

2.76%

Shares10.4K

Event2026-06-30

Filed2026-07-28

ABT

ABBOTT LABORATORIES

-4.30%

Shares17.2K

Event2026-06-30

Filed2026-07-28

NETFLIX INC.

1.39%

Shares21.6K

Event2026-06-30

Filed2026-07-28

PHILIP MORRIS INTL INC

1.13%

Shares8.5K

Event2026-06-30

Filed2026-07-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-06-30

Filed2026-07-28

BKH

BLACK HILLS CORP

0.24%

Shares20.1K

Event2026-06-30

Filed2026-07-28

UBER

UBER TECHNOLOGIES INC

6.15%

Shares20.6K

Event2026-06-30

Filed2026-07-28

BLK

BLACKROCK INC

-10.51%

Shares1.5K

Event2026-06-30

Filed2026-07-28

MCK

MCKESSON CORP

-0.26%

Shares1.9K

Event2026-06-30

Filed2026-07-28

AVGE

AMERICAN CENTY ETF TR

13.35%

Shares14.5K

Event2026-06-30

Filed2026-07-28

ADM

ARCHER DANIELS MIDLAND CO

-0.06%

Shares18.7K

Event2026-06-30

Filed2026-07-28

ADOBE INC

12.74%

Shares6.9K

Event2026-06-30

Filed2026-07-28

JPIE

J P MORGAN EXCHANGE TRADED F

2.46%

Shares30.8K

Event2026-06-30

Filed2026-07-28

SERVICENOW INC

15.56%

Shares14.2K

Event2026-06-30

Filed2026-07-28

EMR

EMERSON ELEC CO

-4.56%

Shares9.7K

Event2026-06-30

Filed2026-07-28

UNP

UNION PAC CORP

19.54%

Shares5.1K

Event2026-06-30

Filed2026-07-28

3M CO

5.97%

Shares8.6K

Event2026-06-30

Filed2026-07-28

CRM

SALESFORCE INC

9.69%

Shares8.8K

Event2026-06-30

Filed2026-07-28

SCHX

SCHWAB STRATEGIC TR

5.04%

Shares46.0K

Event2026-06-30

Filed2026-07-28

SCHB

SCHWAB STRATEGIC TR

-9.52%

Shares46.4K

Event2026-06-30

Filed2026-07-28

IBTH

ISHARES TR

-0.01%

Shares59.9K

Event2026-06-30

Filed2026-07-28

IBTG

ISHARES TR

0.00%

Shares57.9K

Event2026-06-30

Filed2026-07-28

TRANE TECHNOLOGIES PLC

-0.56%

Shares2.7K

Event2026-06-30

Filed2026-07-28

DFUS

DIMENSIONAL ETF TRUST

0.00%

Shares15.8K

Event2026-06-30

Filed2026-07-28

BINC

BLACKROCK ETF TRUST II

9.60%

Shares24.5K

Event2026-06-30

Filed2026-07-28

EPD

ENTERPRISE PRODS PARTNERS L

0.42%

Shares34.8K

Event2026-06-30

Filed2026-07-28

PALANTIR TECHNOLOGIES INC

-0.09%

Shares10.9K

Event2026-06-30

Filed2026-07-28

IJH

ISHARES TR

7.62%

Shares16.5K

Event2026-06-30

Filed2026-07-28

GPC

GENUINE PARTS CO

-4.38%

Shares10.6K

Event2026-06-30

Filed2026-07-28

MASTERCARD INCORPORATED

-5.54%

Shares2.4K

Event2026-06-30

Filed2026-07-28

IXUS

ISHARES TR

-10.86%

Shares13.0K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-1.16%

Shares1.6K

Event2026-06-30

Filed2026-07-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-11.05%

Shares2.5K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

-5.00%

Shares3.9K

Event2026-06-30

Filed2026-07-28

KLAC

KLA CORP

882.23%

Shares3.9K

Event2026-06-30

Filed2026-07-28

ESGV

VANGUARD WORLD FD

30.62%

Shares8.6K

Event2026-06-30

Filed2026-07-28

FTCS

FIRST TR EXCHANGE-TRADED FD

-3.51%

Shares12.1K

Event2026-06-30

Filed2026-07-28

EFG

ISHARES TR

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-28

SCHA

SCHWAB STRATEGIC TR

-9.17%

Shares29.9K

Event2026-06-30

Filed2026-07-28

DFUV

DIMENSIONAL ETF TRUST

-7.60%

Shares19.0K

Event2026-06-30

Filed2026-07-28

VUG

VANGUARD INDEX FDS

497.76%

Shares12.0K

Event2026-06-30

Filed2026-07-28

HYG

ISHARES TR

-0.16%

Shares12.9K

Event2026-06-30

Filed2026-07-28

MPC

MARATHON PETE CORP

0.13%

Shares3.8K

Event2026-06-30

Filed2026-07-28

WFC

WELLS FARGO & CO

-2.86%

Shares11.6K

Event2026-06-30

Filed2026-07-28

AT&T INC

-1.40%

Shares44.8K

Event2026-06-30

Filed2026-07-28

MDY

STATE STR SPDR S&P MIDCAP 40

-21.42%

Shares1.3K

Event2026-06-30

Filed2026-07-28

ETN

EATON CORP PLC

3.30%

Shares2.2K

Event2026-06-30

Filed2026-07-28

HUBB

HUBBELL INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-28

ICOW

PACER FDS TR

0.00%

Shares21.3K

Event2026-06-30

Filed2026-07-28

ISRG

INTUITIVE SURGICAL INC

9.87%

Shares2.2K

Event2026-06-30

Filed2026-07-28

COWZ

PACER FDS TR

-14.29%

Shares13.9K

Event2026-06-30

Filed2026-07-28

AXP

AMERICAN EXPRESS CO

0.04%

Shares2.5K

Event2026-06-30

Filed2026-07-28

SLV

ISHARES SILVER TR

11.90%

Shares16.1K

Event2026-06-30

Filed2026-07-28

HWM

HOWMET AEROSPACE INC

-3.87%

Shares3.2K

Event2026-06-30

Filed2026-07-28

SMH

VANECK ETF TRUST

31.75%

Shares1.3K

Event2026-06-30

Filed2026-07-28

XLF

SELECT SECTOR SPDR TR

14.56%

Shares15.9K

Event2026-06-30

Filed2026-07-28

PPG

PPG INDS INC

New

Shares7.0K

Event2026-06-30

Filed2026-07-28

BOEING CO

-9.92%

Shares3.9K

Event2026-06-30

Filed2026-07-28

EXI

ISHARES TR

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-28

SHM

SPDR SERIES TRUST

-0.82%

Shares17.5K

Event2026-06-30

Filed2026-07-28

IYW

ISHARES TR

0.00%

Shares3.3K

Event2026-06-30

Filed2026-07-28

DUK

DUKE ENERGY CORP NEW

0.03%

Shares6.5K

Event2026-06-30

Filed2026-07-28

DIVI

FRANKLIN TEMPLETON ETF TR

-6.58%

Shares19.0K

Event2026-06-30

Filed2026-07-28

WORKIVA INC

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-28

GLW

CORNING INC

-12.62%

Shares3.1K

Event2026-06-30

Filed2026-07-28

GENERAL DYNAMICS CORP

-4.51%

Shares2.2K

Event2026-06-30

Filed2026-07-28

VDC

VANGUARD WORLD FD

-7.44%

Shares3.4K

Event2026-06-30

Filed2026-07-28

DIS

DISNEY WALT CO

-1.96%

Shares8.0K

Event2026-06-30

Filed2026-07-28

XLE

SELECT SECTOR SPDR TR

-1.31%

Shares14.5K

Event2026-06-30

Filed2026-07-28

VFH

VANGUARD WORLD FD

-5.27%

Shares5.8K

Event2026-06-30

Filed2026-07-28

VANGUARD INDEX FDS

247.40%

Shares9.4K

Event2026-06-30

Filed2026-07-28

VIS

VANGUARD WORLD FD

-13.22%

Shares2.1K

Event2026-06-30

Filed2026-07-28

WASTE MGMT INC DEL

-0.41%

Shares3.4K

Event2026-06-30

Filed2026-07-28

IDEV

ISHARES TR

0.00%

Shares8.4K

Event2026-06-30

Filed2026-07-28

PRU

PRUDENTIAL FINL INC

-2.30%

Shares6.9K

Event2026-06-30

Filed2026-07-28

EFA

ISHARES TR

-36.66%

Shares7.1K

Event2026-06-30

Filed2026-07-28

HPE

HEWLETT PACKARD ENTERPRISE C

-1.11%

Shares16.0K

Event2026-06-30

Filed2026-07-28

ENB

ENBRIDGE INC

-0.42%

Shares13.0K

Event2026-06-30

Filed2026-07-28

CGGR

CAPITAL GROUP GROWTH ETF

-0.82%

Shares14.9K

Event2026-06-30

Filed2026-07-28

VHT

VANGUARD WORLD FD

-23.91%

Shares2.3K

Event2026-06-30

Filed2026-07-28

PVAL

PUTNAM ETF TRUST

-2.54%

Shares13.6K

Event2026-06-30

Filed2026-07-28

VDE

VANGUARD WORLD FD

-16.18%

Shares4.6K

Event2026-06-30

Filed2026-07-28

AVSC

AMERICAN CENTY ETF TR

-24.82%

Shares9.4K

Event2026-06-30

Filed2026-07-28

SRE

SEMPRA

0.00%

Shares7.4K

Event2026-06-30

Filed2026-07-28

DFAX

DIMENSIONAL ETF TRUST

-1.65%

Shares18.6K

Event2026-06-30

Filed2026-07-28

CHRW

C H ROBINSON WORLDWIDE IN

-7.12%

Shares3.6K

Event2026-06-30

Filed2026-07-28

WEC

WEC ENERGY GROUP INC

-25.86%

Shares5.7K

Event2026-06-30

Filed2026-07-28

IBDR

ISHARES TR

-4.50%

Shares27.2K

Event2026-06-30

Filed2026-07-28

IJJ

ISHARES TR

-0.54%

Shares4.4K

Event2026-06-30

Filed2026-07-28

INTU

INTUIT

12.02%

Shares2.5K

Event2026-06-30

Filed2026-07-28

GWW

WW GRAINGER INC

-0.42%

Shares475

Event2026-06-30

Filed2026-07-28

MMCA

NEW YORK LIFE INVTS ACTIVE E

7.37%

Shares29.4K

Event2026-06-30

Filed2026-07-28

ENERGY TRANSFER L P

-15.26%

Shares33.4K

Event2026-06-30

Filed2026-07-28

IXN

ISHARES TR

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-28

PNC

PNC FINL SVCS GROUP INC

-14.24%

Shares2.6K

Event2026-06-30

Filed2026-07-28

IAPR

INNOVATOR ETFS TRUST

0.00%

Shares19.1K

Event2026-06-30

Filed2026-07-28

SYK

STRYKER CORPORATION

-4.32%

Shares2.0K

Event2026-06-30

Filed2026-07-28

BIP

BROOKFIELD INFRASTRUCTURE PA

0.00%

Shares17.2K

Event2026-06-30

Filed2026-07-28

PWZ

INVESCO EXCH TRADED FD TR II

0.00%

Shares25.5K

Event2026-06-30

Filed2026-07-28

IGM

ISHARES TR

0.72%

Shares3.8K

Event2026-06-30

Filed2026-07-28

DIA

STATE STR SPDR DOW JONES IND

1.55%

Shares1.2K

Event2026-06-30

Filed2026-07-28

ADP

AUTOMATIC DATA PROCESSING IN

-10.53%

Shares2.7K

Event2026-06-30

Filed2026-07-28

VTWG

VANGUARD SCOTTSDALE FDS

-0.14%

Shares2.1K

Event2026-06-30

Filed2026-07-28

CZR

CAESARS ENTERTAINMENT INC NE

-17.43%

Shares20.2K

Event2026-06-30

Filed2026-07-28

ALL

ALLSTATE CORP

-0.27%

Shares2.5K

Event2026-06-30

Filed2026-07-28

SPACE EXPLORATION TECHN CORP

New

Shares3.5K

Event2026-06-30

Filed2026-07-28

TC ENERGY CORP

0.00%

Shares8.8K

Event2026-06-30

Filed2026-07-28

NSC

NORFOLK SOUTHN CORP

-14.73%

Shares1.9K

Event2026-06-30

Filed2026-07-28

TFI

SPDR SERIES TRUST

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-28

IGV

ISHARES TR

0.00%

Shares6.4K

Event2026-06-30

Filed2026-07-28

SPDW

SPDR INDEX SHS FDS

0.00%

Shares11.4K

Event2026-06-30

Filed2026-07-28

CSX

CSX CORP

-1.11%

Shares12.1K

Event2026-06-30

Filed2026-07-28

TRAVELERS COMPANIES INC

-11.03%

Shares1.7K

Event2026-06-30

Filed2026-07-28

VOX

VANGUARD WORLD FD

-8.99%

Shares3.0K

Event2026-06-30

Filed2026-07-28

CMI

CUMMINS INC

0.00%

Shares786

Event2026-06-30

Filed2026-07-28

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

BSMS

INVESCO EXCH TRD SLF IDX FD

0.70%

Shares23.6K

Event2026-06-30

Filed2026-07-28

BSMR

INVESCO EXCH TRD SLF IDX FD

0.68%

Shares23.4K

Event2026-06-30

Filed2026-07-28

AFL

AFLAC INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-07-28

AEP

AMERICAN ELEC PWR CO INC

0.00%

Shares4.0K

Event2026-06-30

Filed2026-07-28

LOW

LOWES COS INC

-5.55%

Shares2.5K

Event2026-06-30

Filed2026-07-28

MORGAN STANLEY

-17.65%

Shares2.6K

Event2026-06-30

Filed2026-07-28

CURTISS WRIGHT CORP

0.00%

Shares718

Event2026-06-30

Filed2026-07-28

CONSOLIDATED EDISON INC

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-28

QUANTA SVCS INC

2.74%

Shares750

Event2026-06-30

Filed2026-07-28

NULG

NUSHARES ETF TR

-0.09%

Shares4.6K

Event2026-06-30

Filed2026-07-28

CONSTELLATION BRANDS INC

-1.28%

Shares3.8K

Event2026-06-30

Filed2026-07-28

DHR

DANAHER CORP DEL

-1.89%

Shares2.8K

Event2026-06-30

Filed2026-07-28

SNA

SNAP ON INC

-0.70%

Shares1.3K

Event2026-06-30

Filed2026-07-28

INNO HOLDINGS INC

New

Shares13.0K

Event2026-06-30

Filed2026-07-28

NUDM

NUSHARES ETF TR

-3.66%

Shares12.8K

Event2026-06-30

Filed2026-07-28

LHX

L3HARRIS TECHNOLOGIES INC

-0.62%

Shares1.8K

Event2026-06-30

Filed2026-07-28

VCR

VANGUARD WORLD FD

-10.76%

Shares1.3K

Event2026-06-30

Filed2026-07-28

APH

AMPHENOL CORP

-1.76%

Shares2.8K

Event2026-06-30

Filed2026-07-28

PAVE

GLOBAL X FDS

54.52%

Shares8.4K

Event2026-06-30

Filed2026-07-28

FLOT

ISHARES TR

-0.48%

Shares9.4K

Event2026-06-30

Filed2026-07-28

FEZ

SPDR INDEX SHS FDS

0.00%

Shares7.0K

Event2026-06-30

Filed2026-07-28

ISHARES TR

-1.83%

Shares4.9K

Event2026-06-30

Filed2026-07-28

BDJ

BLACKROCK ENHANCED EQUITY DI

0.00%

Shares49.6K

Event2026-06-30

Filed2026-07-28

CITIGROUP INC

0.03%

Shares3.4K

Event2026-06-30

Filed2026-07-28

STXK

EA SERIES TRUST

0.00%

Shares12.0K

Event2026-06-30

Filed2026-07-28

CMF

ISHARES TR

-21.93%

Shares8.0K

Event2026-06-30

Filed2026-07-28

GILD

GILEAD SCIENCES INC

-0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-28

NUE

NUCOR CORP

0.59%

Shares2.0K

Event2026-06-30

Filed2026-07-28

USMV

ISHARES TR

New

Shares4.7K

Event2026-06-30

Filed2026-07-28

CARR

CARRIER GLOBAL CORPORATION

-2.43%

Shares6.2K

Event2026-06-30

Filed2026-07-28

CAH

CARDINAL HEALTH INC

-0.94%

Shares1.9K

Event2026-06-30

Filed2026-07-28

AEM

AGNICO EAGLE MINES LTD

-3.33%

Shares2.9K

Event2026-06-30

Filed2026-07-28

NUBD

NUSHARES ETF TR

2.79%

Shares19.9K

Event2026-06-30

Filed2026-07-28

RSP

INVESCO EXCHANGE TRADED FD T

0.05%

Shares2.1K

Event2026-06-30

Filed2026-07-28

TKR

TIMKEN CO

-1.05%

Shares3.0K

Event2026-06-30

Filed2026-07-28

IWV

ISHARES TR

5.33%

Shares1.0K

Event2026-06-30

Filed2026-07-28

SFBS

SERVISFIRST BANCSHARES INC

0.00%

Shares5.0K

Event2026-06-30

Filed2026-07-28

QTEC

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-28

IWB

ISHARES TR

6.16%

Shares1.1K

Event2026-06-30

Filed2026-07-28

TGT

TARGET CORP

11.36%

Shares3.2K

Event2026-06-30

Filed2026-07-28

IAU

ISHARES GOLD TR

2.78%

Shares5.5K

Event2026-06-30

Filed2026-07-28

UMBF

UMB FINL CORP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

LQD

ISHARES TR

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-28

GRMN

GARMIN LTD

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-28

WMB

WILLIAMS COS INC

-14.26%

Shares5.4K

Event2026-06-30

Filed2026-07-28

CEG

CONSTELLATION ENERGY CORP

-1.23%

Shares1.6K

Event2026-06-30

Filed2026-07-28

GSK PLC

-4.60%

Shares7.6K

Event2026-06-30

Filed2026-07-28

VOOG

VANGUARD ADMIRAL FDS INC

507.61%

Shares4.8K

Event2026-06-30

Filed2026-07-28

SPSM

SPDR SERIES TRUST

-4.05%

Shares6.8K

Event2026-06-30

Filed2026-07-28

MICROCHIP TECHNOLOGY INC.

0.00%

Shares4.2K

Event2026-06-30

Filed2026-07-28

MEDTRONIC PLC

-14.44%

Shares4.9K

Event2026-06-30

Filed2026-07-28

SCHW

SCHWAB CHARLES CORP

-4.22%

Shares4.2K

Event2026-06-30

Filed2026-07-28

IJR

ISHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-07-28

USIG

ISHARES TR

12.59%

Shares7.4K

Event2026-06-30

Filed2026-07-28

BLACKSTONE INC

0.66%

Shares3.2K

Event2026-06-30

Filed2026-07-28

HONEYWELL INTL INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-28

CORTEVA INC

0.02%

Shares4.4K

Event2026-06-30

Filed2026-07-28

DLR

DIGITAL RLTY TR INC

-1.39%

Shares2.1K

Event2026-06-30

Filed2026-07-28

ETG

EATON VANCE TX ADV GLBL DIV

-14.47%

Shares15.7K

Event2026-06-30

Filed2026-07-28

ESGU

ISHARES TR

-0.13%

Shares2.3K

Event2026-06-30

Filed2026-07-28

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares16.5K

Event2026-06-30

Filed2026-07-28

CVS

CVS HEALTH CORP

17.99%

Shares3.5K

Event2026-06-30

Filed2026-07-28

AVXC

AMERICAN CENTY ETF TR

5.82%

Shares4.2K

Event2026-06-30

Filed2026-07-28

HONEYWELL AEROSPACE INC

New

Shares1.6K

Event2026-06-30

Filed2026-07-28

CALF

PACER FDS TR

-6.67%

Shares7.1K

Event2026-06-30

Filed2026-07-28

SOXX

ISHARES TR

New

Shares553

Event2026-06-30

Filed2026-07-28

SUSB

ISHARES TR

-0.94%

Shares14.1K

Event2026-06-30

Filed2026-07-28

ICLR

ICON PUB LTD CO

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

JTEK

J P MORGAN EXCHANGE TRADED F

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

XLY

SELECT SECTOR SPDR TR

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

IBMO

ISHARES TR

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-28

AMT

AMERICAN TOWER CORP

-21.54%

Shares2.1K

Event2026-06-30

Filed2026-07-28

IBMP

ISHARES TR

0.00%

Shares13.0K

Event2026-06-30

Filed2026-07-28

IUSG

ISHARES TR

-2.76%

Shares1.8K

Event2026-06-30

Filed2026-07-28

ATI INC

0.00%

Shares1.7K

Event2026-06-30

Filed2026-07-28

RPM

RPM INTL INC

-0.77%

Shares3.0K

Event2026-06-30

Filed2026-07-28

DVY

ISHARES TR

0.00%

Shares2.1K

Event2026-06-30

Filed2026-07-28

ESGD

ISHARES TR

0.00%

Shares3.1K

Event2026-06-30

Filed2026-07-28

SBUX

STARBUCKS CORP

-8.69%

Shares3.2K

Event2026-06-30

Filed2026-07-28

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares738

Event2026-06-30

Filed2026-07-28

SELECT SECTOR SPDR TR

-15.59%

Shares7.1K

Event2026-06-30

Filed2026-07-28

IAGG

ISHARES TR

53.87%

Shares6.3K

Event2026-06-30

Filed2026-07-28

IBMQ

ISHARES TR

0.00%

Shares12.5K

Event2026-06-30

Filed2026-07-28

DFAS

DIMENSIONAL ETF TRUST

-12.22%

Shares3.9K

Event2026-06-30

Filed2026-07-28

NTRS

NORTHERN TR CORP

-0.22%

Shares1.8K

Event2026-06-30

Filed2026-07-28

HBAN

HUNTINGTON BANCSHARES INC

-1.83%

Shares17.4K

Event2026-06-30

Filed2026-07-28

FORD MTR CO

-7.99%

Shares22.1K

Event2026-06-30

Filed2026-07-28

IWR

ISHARES TR

-3.61%

Shares2.8K

Event2026-06-30

Filed2026-07-28

LSCC

LATTICE SEMICONDUCTOR CORP

New

Shares2.0K

Event2026-06-30

Filed2026-07-28

VNQ

VANGUARD INDEX FDS

-3.59%

Shares3.1K

Event2026-06-30

Filed2026-07-28

NXT

NEXTPOWER INC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

MDLZ

MONDELEZ INTL INC

-4.53%

Shares5.2K

Event2026-06-30

Filed2026-07-28

NFG

NATIONAL FUEL GAS CO

-6.46%

Shares3.9K

Event2026-06-30

Filed2026-07-28

CLX

CLOROX CO DEL

44.44%

Shares3.1K

Event2026-06-30

Filed2026-07-28

AOHY

ANGEL OAK FUNDS TRUST

21.46%

Shares27.1K

Event2026-06-30

Filed2026-07-28

FLRN

SPDR SERIES TRUST

0.00%

Shares9.6K

Event2026-06-30

Filed2026-07-28

ROYAL BK CDA

0.00%

Shares1.4K

Event2026-06-30

Filed2026-07-28

OMER

OMEROS CORP

47.39%

Shares31.1K

Event2026-06-30

Filed2026-07-28

NKE

NIKE INC

35.85%

Shares7.2K

Event2026-06-30

Filed2026-07-28

CHUBB LIMITED

0.00%

Shares850

Event2026-06-30

Filed2026-07-28

ICLN

ISHARES TR

0.00%

Shares13.9K

Event2026-06-30

Filed2026-07-28

ORI

OLD REP INTL CORP

29.39%

Shares6.9K

Event2026-06-30

Filed2026-07-28

HSY

HERSHEY CO

-4.44%

Shares1.6K

Event2026-06-30

Filed2026-07-28

DOV

DOVER CORP

New

Shares1.3K

Event2026-06-30

Filed2026-07-28

PAYX

PAYCHEX INC

3.33%

Shares2.9K

Event2026-06-30

Filed2026-07-28

QNITY ELECTRONICS INC

New

Shares1.7K

Event2026-06-30

Filed2026-07-28

FTA

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.9K

Event2026-06-30

Filed2026-07-28

LRGE

LEGG MASON ETF INVT

0.00%

Shares3.2K

Event2026-06-30

Filed2026-07-28

MTG

MGIC INVT CORP WIS

New

Shares9.5K

Event2026-06-30

Filed2026-07-28

VAW

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-28

XEL

XCEL ENERGY INC

22.28%

Shares3.3K

Event2026-06-30

Filed2026-07-28

NLY

ANNALY CAPITAL MANAGEMENT IN

New

Shares11.7K

Event2026-06-30

Filed2026-07-28

QQQM

INVESCO EXCH TRADED FD TR II

-2.26%

Shares864

Event2026-06-30

Filed2026-07-28

NLR

VANECK ETF TRUST

New

Shares2.3K

Event2026-06-30

Filed2026-07-28

AGNC INVT CORP

-10.91%

Shares23.9K

Event2026-06-30

Filed2026-07-28

EXC

EXELON CORP

-4.39%

Shares5.5K

Event2026-06-30

Filed2026-07-28

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-28

DVN

DEVON ENERGY CORP NEW

New

Shares6.2K

Event2026-06-30

Filed2026-07-28

FNDX

SCHWAB STRATEGIC TR

New

Shares8.3K

Event2026-06-30

Filed2026-07-28

TSEC

TOUCHSTONE ETF TRUST

New

Shares9.9K

Event2026-06-30

Filed2026-07-28

SHOP

SHOPIFY INC

21.11%

Shares2.2K

Event2026-06-30

Filed2026-07-28

IBDS

ISHARES TR

0.00%

Shares10.4K

Event2026-06-30

Filed2026-07-28

PYLD

PIMCO ETF TR

New

Shares9.5K

Event2026-06-30

Filed2026-07-28

IVLU

ISHARES TR

0.00%

Shares6.0K

Event2026-06-30

Filed2026-07-28

SWBI

SMITH & WESSON BRANDS INC

0.00%

Shares16.6K

Event2026-06-30

Filed2026-07-28

PBA

PEMBINA PIPELINE CORP

-2.56%

Shares5.4K

Event2026-06-30

Filed2026-07-28

KKR

KKR & CO INC

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-28

YETI

YETI HLDGS INC

New

Shares5.0K

Event2026-06-30

Filed2026-07-28

AGM

FEDERAL AGRIC MTG CORP

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

NULV

NUSHARES ETF TR

-0.79%

Shares4.9K

Event2026-06-30

Filed2026-07-28

DFAT

DIMENSIONAL ETF TRUST

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-28

HSBC

HSBC HLDGS PLC

0.00%

Shares2.5K

Event2026-06-30

Filed2026-07-28

TTE

TOTALENERGIES SE

-5.40%

Shares3.1K

Event2026-06-30

Filed2026-07-28

MAR

MARRIOTT INTL INC NEW

0.00%

Shares643

Event2026-06-30

Filed2026-07-28

URI

UNITED RENTALS INC

New

Shares210

Event2026-06-30

Filed2026-07-28

GOF

GUGGENHEIM STRATEGIC OPPORTU

New

Shares21.7K

Event2026-06-30

Filed2026-07-28

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-28

FITB

FIFTH THIRD BANCORP

-6.72%

Shares4.2K

Event2026-06-30

Filed2026-07-28

SKYY

FIRST TR EXCHANGE-TRADED FD

New

Shares1.7K

Event2026-06-30

Filed2026-07-28

FIRST TR EXCHANGE TRADED FD

New

Shares3.1K

Event2026-06-30

Filed2026-07-28

AMERIPRISE FINL INC

0.00%

Shares506

Event2026-06-30

Filed2026-07-28

KEY

KEYCORP

-4.32%

Shares9.9K

Event2026-06-30

Filed2026-07-28

SCHE

SCHWAB STRATEGIC TR

-24.17%

Shares6.3K

Event2026-06-30

Filed2026-07-28

STXE

EA SERIES TRUST

New

Shares4.3K

Event2026-06-30

Filed2026-07-28

RIOT

RIOT PLATFORMS INC

New

Shares8.3K

Event2026-06-30

Filed2026-07-28

MRVL

MARVELL TECHNOLOGY INC

New

Shares764

Event2026-06-30

Filed2026-07-28

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-28

STRATEGY INC

12.95%

Shares2.6K

Event2026-06-30

Filed2026-07-28

PSA

PUBLIC STORAGE

New

Shares705

Event2026-06-30

Filed2026-07-28

FNDF

SCHWAB STRATEGIC TR

New

Shares4.2K

Event2026-06-30

Filed2026-07-28

EDWARDS LIFESCIENCES CORP

New

Shares2.4K

Event2026-06-30

Filed2026-07-28

SM ENERGY COMPANY

0.08%

Shares8.4K

Event2026-06-30

Filed2026-07-28

DKS

DICKS SPORTING GOODS INC

New

Shares959

Event2026-06-30

Filed2026-07-28

BBLU

EA SERIES TRUST

0.00%

Shares13.2K

Event2026-06-30

Filed2026-07-28

KNG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.3K

Event2026-06-30

Filed2026-07-28

ITW

ILLINOIS TOOL WKS INC

-13.41%

Shares801

Event2026-06-30

Filed2026-07-28

BP PLC

-4.12%

Shares5.9K

Event2026-06-30

Filed2026-07-28

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-28

IVZ

INVESCO LTD

New

Shares8.2K

Event2026-06-30

Filed2026-07-28

RRX

REGAL REXNORD CORPORATION

New

Shares900

Event2026-06-30

Filed2026-07-28

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares2.3K

Event2026-06-30

Filed2026-07-28

IDU

ISHARES TR

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-28

GOLDMAN SACHS GROUP INC

-18.50%

Shares207

Event2026-06-30

Filed2026-07-28

BSX

BOSTON SCIENTIFIC CORP

-6.68%

Shares4.9K

Event2026-06-30

Filed2026-07-28

IJAN

INNOVATOR ETFS TRUST

New

Shares5.4K

Event2026-06-30

Filed2026-07-28

UNILEVER PLC

-4.91%

Shares3.4K

Event2026-06-30

Filed2026-07-28

JOHNSON CONTROLS INTERNATION

-9.46%

Shares1.4K

Event2026-06-30

Filed2026-07-28

IBMR

ISHARES TR

0.00%

Shares8.0K

Event2026-06-30

Filed2026-07-28

LOEWS CORP

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

SHV

ISHARES TR

New

Shares1.8K

Event2026-06-30

Filed2026-07-28

ANET

ARISTA NETWORKS INC

New

Shares1.2K

Event2026-06-30

Filed2026-07-28

PYPL

PAYPAL HLDGS INC

-4.92%

Shares4.6K

Event2026-06-30

Filed2026-07-28

BALL

BALL CORP

New

Shares3.2K

Event2026-06-30

Filed2026-07-28

CHE

CHEMED CORP NEW

New

Shares430

Event2026-06-30

Filed2026-07-28

AES CORP

-0.49%

Shares13.3K

Event2026-06-30

Filed2026-07-28

XRPC

CANARY XRP ETF

0.00%

Shares12.7K

Event2026-06-30

Filed2026-07-28

DNP

DNP SELECT INCOME FD INC

-0.15%

Shares12.4K

Event2026-06-30

Filed2026-07-28

DAKOTA GOLD CORP

0.00%

Shares13.6K

Event2026-06-30

Filed2026-07-28

COTY

COTY INC

38.77%

Shares25.5K

Event2026-06-30

Filed2026-07-28

ORGO

ORGANOGENESIS HLDGS INC

0.00%

Shares10.3K

Event2026-06-30

Filed2026-07-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available