Sponsored

The Analysis of Cornerstone Planning Group LLC's Holdings & P&L

Currently, Cornerstone Planning Group LLC holds 1867 types of securities in its portfolio with a total value $794.1M. In the most recent quarter, they have increased their positions in N/A (+10.6K shares, valued at $7.9M), IUSB (+85.6K shares, valued at $3.9M), FENI (+68.5K shares, valued at $2.8M); decreased their positions in QUAL (-11.7K shares, valued at $2.5M), EFV (-29.1K shares, valued at $2.3M), IAGG (-41.3K shares, valued at $2.1M); initiated new positions in N/A (+93.9K shares, valued at $2.7M), N/A (+44.1K shares, valued at $2.2M), N/A (+4.2K shares, valued at $641.1K).

1M P&L

-10.0M-1.31%

3M P&L

+10.0M+1.35%

HY P&L

+77.2M+11.47%

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/A686.2M

91.3%

2Semiconductors9.5M

1.3%

3Consumer Electronics9.5M

1.3%

Top Industries by Stock Count

1N/A419 stocks

24.6%

2Banks - Regional64 stocks

3.8%

3Software - Application46 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQM INVESCO NASDAQ 100 ETF296.7K shares2.25%2026-06-302026-07-29

FENI FIDELITY ENHANCED INTERNATIONAL ETF1.9M shares3.81%2026-06-302026-07-29

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF1.7M shares2.75%2026-06-302026-07-29

BIV VANGUARD INTERMEDIATE-TERM BOND ETF609.0K shares4.09%2026-06-302026-07-29

SMLF ISHARES U.S. SMALLCAP EQUITY FACTOR ETF481.0K shares2.10%2026-06-302026-07-29

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF390.8K shares2.17%2026-06-302026-07-29

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF28.5K shares58.85%2026-06-302026-07-29

ICVT ISHARES CONVERTIBLE BOND ETF180.3K shares1.04%2026-06-302026-07-29

Sponsored

REZ ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF208.8K shares3.92%2026-06-302026-07-29

HYDB ISHARES HIGH YIELD SYSTEMATIC BOND ETF402.9K shares4.42%2026-06-302026-07-29

FTLS FIRST TRUST LONG/SHORT EQUITY ETF244.2K shares3.63%2026-06-302026-07-29

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF432.7K shares3.95%2026-06-302026-07-29

QQQ INVESCO QQQ TRUST SERIES I24.8K shares-1.88%2026-06-302026-07-29

NANR STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF206.4K shares4.18%2026-06-302026-07-29

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF339.3K shares33.76%2026-06-302026-07-29

WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST146.7K shares3.30%2026-06-302026-07-29

Sponsored

USTB VICTORYSHARES SHORT-TERM BOND ETF302.6K shares3.32%2026-06-302026-07-29

VEA VANGUARD FTSE DEVELOPED MARKETS ETF211.7K shares-3.24%2026-06-302026-07-29

AAPL APPLE INC COM29.1K shares-1.32%2026-06-302026-07-29

IVW ISHARES S&P 500 GROWTH ETF64.1K shares11.87%2026-06-302026-07-29

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF128.0K shares11.04%2026-06-302026-07-29

NVDA NVIDIA CORPORATION COM34.6K shares1.54%2026-06-302026-07-29

IVE ISHARES S&P 500 VALUE ETF31.4K shares-8.50%2026-06-302026-07-29

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF70.1K shares-18.81%2026-06-302026-07-29

Sponsored

HEFA ISHARES CURRENCY HEDGED MSCI EAFE ETF114.2K shares3.67%2026-06-302026-07-29

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF138.8K shares5.07%2026-06-302026-07-29

GOVT ISHARES U.S. TREASURY BOND ETF194.6K shares17.12%2026-06-302026-07-29

EFG ISHARES MSCI EAFE GROWTH ETF35.9K shares15.71%2026-06-302026-07-29

MBB ISHARES MBS ETF44.3K shares14.38%2026-06-302026-07-29

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF90.5K shares-1.92%2026-06-302026-07-29

EFV ISHARES MSCI EAFE VALUE ETF45.0K shares-39.23%2026-06-302026-07-29

AMZN AMAZON COM INC COM14.3K shares-3.08%2026-06-302026-07-29

Sponsored

VOO VANGUARD S&P 500 ETF5.0K shares-3.73%2026-06-302026-07-29

TLH ISHARES 10-20 YEAR TREASURY BOND ETF34.9K shares-9.29%2026-06-302026-07-29

BLCR ISHARES LARGE CAP CORE ACTIVE ETF62.1K shares16.60%2026-06-302026-07-29

IDEQ LAZARD INTERNATIONAL DYNAMIC EQUITY ETF87.2K shares3.98%2026-06-302026-07-29

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF9.3K shares-11.30%2026-06-302026-07-29

FALN ISHARES FALLEN ANGELS USD BOND ETF107.5K shares3.28%2026-06-302026-07-29

MUB ISHARES NATIONAL MUNI BOND ETF27.1K shares4.77%2026-06-302026-07-29

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF65.0K shares-18.54%2026-06-302026-07-29

Sponsored

ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF93.9K sharesnew addition2026-06-302026-07-29

SCHD SCHWAB US DIVIDEND EQUITY ETF79.1K shares-3.96%2026-06-302026-07-29

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM7.3K shares-0.29%2026-06-302026-07-29

DELL DELL TECHNOLOGIES INC CL C5.5K shares-11.59%2026-06-302026-07-29

IWF ISHARES RUSSELL 1000 GROWTH ETF18.9K shares-5.16%2026-06-302026-07-29

GLD SPDR GOLD SHARES5.9K shares4.43%2026-06-302026-07-29

ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF44.1K sharesnew addition2026-06-302026-07-29

IDEF ISHARES DEFENSE INDUSTRIALS ACTIVE ETF69.2K shares24.74%2026-06-302026-07-29

Sponsored

CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF59.3K shares592980.00%2026-06-302026-07-29

MSFT MICROSOFT CORP COM5.3K shares-1.23%2026-06-302026-07-29

FEMS FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND44.4K shares-7.25%2026-06-302026-07-29

IWY ISHARES RUSSELL TOP 200 GROWTH ETF7.0K shares0.07%2026-06-302026-07-29

ILOW AB INTERNATIONAL LOW VOLATILITY EQUITY ETF42.9K shares-0.00%2026-06-302026-07-29

AXP AMERICAN EXPRESS CO COM5.5K shares0.02%2026-06-302026-07-29

GOOGL ALPHABET INC CAP STK CL A5.2K shares1.36%2026-06-302026-07-29

LMUB ISHARES LONG-TERM NATIONAL MUNI BOND ETF34.9K shares4.65%2026-06-302026-07-29

Sponsored

PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY33.2K shares0.00%2026-06-302026-07-29

XLRE STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF32.0K shares1.04%2026-06-302026-07-29

FBCG FIDELITY BLUE CHIP GROWTH ETF21.7K shares-7.73%2026-06-302026-07-29

AOA ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF13.2K shares-0.88%2026-06-302026-07-29

JCPI JPMORGAN INFLATION MANAGED BOND ETF25.1K shares5.21%2026-06-302026-07-29

BROADCOM INC COM BROADCOM INC COM3.0K shares1.77%2026-06-302026-07-29

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF13.5K shares2.80%2026-06-302026-07-29

META PLATFORMS INC CL A META PLATFORMS INC CL A1.9K shares-2.09%2026-06-302026-07-29

Sponsored

FDVV FIDELITY HIGH DIVIDEND ETF18.8K shares0.80%2026-06-302026-07-29

QUAL ISHARES MSCI USA QUALITY FACTOR ETF5.4K shares-68.46%2026-06-302026-07-29

GOOG ALPHABET INC CAP STK CL C3.4K shares1.70%2026-06-302026-07-29

TSLA TESLA INC COM3.1K shares9.64%2026-06-302026-07-29

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF18.4K shares1.84%2026-06-302026-07-29

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF21.0K shares-51.02%2026-06-302026-07-29

IAU ISHARES GOLD TRUST14.0K shares18.22%2026-06-302026-07-29

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF1.4K shares-4.13%2026-06-302026-07-29

Sponsored

GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX5.7K shares1.54%2026-06-302026-07-29

PEG PUBLIC SVC ENTERPRISE GROUP COM13.0K shares0.72%2026-06-302026-07-29

CLSE CONVERGENCE LONG/SHORT EQUITY ETF30.0K shares2.90%2026-06-302026-07-29

EINC VANECK ENERGY INCOME ETF7.9K shares6.50%2026-06-302026-07-29

JNJ JOHNSON & JOHNSON COM3.6K shares-0.74%2026-06-302026-07-29

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST11.3K shares28.66%2026-06-302026-07-29

MCO MOODYS CORP COM1.8K shares0.06%2026-06-302026-07-29

LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF10.9K shares3.91%2026-06-302026-07-29

Sponsored

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF17.2K shares4.33%2026-06-302026-07-29

MET METLIFE INC COM8.8K shares-43.05%2026-06-302026-07-29

XSMO INVESCO S&P SMALLCAP MOMENTUM ETF9.2K shares1.41%2026-06-302026-07-29

IWP ISHARES RUSSELL MID-CAP GROWTH ETF5.7K shares4.54%2026-06-302026-07-29

BSV VANGUARD SHORT-TERM BOND ETF9.8K shares6.06%2026-06-302026-07-29

IWB ISHARES RUSSELL 1000 ETF1.8K shares0.11%2026-06-302026-07-29

ESGU ISHARES ESG AWARE MSCI USA ETF4.5K shares4.70%2026-06-302026-07-29

IJR ISHARES CORE S&P SMALL CAP ETF4.6K shares-8.25%2026-06-302026-07-29

Sponsored

AOR ISHARES CORE 60/40 BALANCED ALLOCATION ETF9.8K shares5.83%2026-06-302026-07-29

GSUS GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF6.5K shares0.00%2026-06-302026-07-29

IBIT ISHARES BITCOIN TRUST ETF17.6K shares12.18%2026-06-302026-07-29

COWZ PACER US CASH COWS 100 ETF10.2K shares-2.65%2026-06-302026-07-29

LIN LINDE PLC SHS1.3K shares-1.86%2026-06-302026-07-29

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS4.2K sharesnew addition2026-06-302026-07-29

VWO VANGUARD FTSE EMERGING MARKETS ETF10.5K shares-4.68%2026-06-302026-07-29

DSI ISHARES ESG MSCI KLD 400 ETF4.3K shares4.95%2026-06-302026-07-29

Sponsored

SYSB ISHARES SYSTEMATIC BOND ETF6.9K shares9.50%2026-06-302026-07-29

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW1.2K shares3.36%2026-06-302026-07-29

MU MICRON TECHNOLOGY INC COM557 shares4.31%2026-06-302026-07-29

LLY ELI LILLY & CO COM450 shares2.74%2026-06-302026-07-29

HEDJ WISDOMTREE EUROPE HEDGED EQUITY FUND8.6K shares-16.56%2026-06-302026-07-29

USXF ISHARES ESG ADVANCED MSCI USA ETF7.2K shares4.24%2026-06-302026-07-29

ISHARES CORE U.S. AGGREGATE BOND ETF ISHARES CORE U.S. AGGREGATE BOND ETF4.9K shares-7.96%2026-06-302026-07-29

SCHB SCHWAB U.S. BROAD MARKET ETF16.7K shares-1.00%2026-06-302026-07-29

Sponsored

PM PHILIP MORRIS INTL INC COM2.4K shares-1.33%2026-06-302026-07-29

SCHF SCHWAB INTERNATIONAL EQUITY ETF17.0K shares0.60%2026-06-302026-07-29

AMD ADVANCED MICRO DEVICES INC COM836 shares-1.76%2026-06-302026-07-29

PSN PARSONS CORP DEL COM7.8K shares0.00%2026-06-302026-07-29

SPACE EXPLORATION TECHN CORP CLASS A COM STK SPACE EXPLORATION TECHN CORP CLASS A COM STK3.8K sharesnew addition2026-06-302026-07-29

VISA INC COM CL A VISA INC COM CL A1.2K shares7.01%2026-06-302026-07-29

IBM INTERNATIONAL BUSINESS MACHS COM2.1K shares5.39%2026-06-302026-07-29

SUSC ISHARES ESG AWARE USD CORPORATE BOND ETF19.1K shares-6.54%2026-06-302026-07-29

Sponsored

AOM ISHARES CORE 40/60 MODERATE ALLOCATION ETF8.8K shares31.98%2026-06-302026-07-29

ABBVIE INC COM ABBVIE INC COM1.7K shares2.06%2026-06-302026-07-29

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF1.1K shares-40.44%2026-06-302026-07-29

VXF VANGUARD EXTENDED MARKET ETF1.7K shares-3.29%2026-06-302026-07-29

NULG NUVEEN ESG LARGE-CAP GROWTH ETF3.6K shares-0.03%2026-06-302026-07-29

UPS UNITED PARCEL SVCS INC CL B3.5K shares-0.76%2026-06-302026-07-29

VMBS VANGUARD MORTGAGE-BACKED SECURITIES ETF8.8K shares-2.03%2026-06-302026-07-29

EAGG ISHARES ESG AWARE US AGGREGATE BOND ETF8.6K shares33.86%2026-06-302026-07-29

Sponsored

PG PROCTER & GAMBLE CO COM2.7K shares0.71%2026-06-302026-07-29

MRK MERCK & CO INC COM3.0K shares1.78%2026-06-302026-07-29

SRE SEMPRA COM4.0K shares-0.44%2026-06-302026-07-29

SUN SUNOCO LP/SUNOCO FIN CORP COM UT REP LP4.8K shares-1.05%2026-06-302026-07-29

ESGD ISHARES ESG AWARE MSCI EAFE ETF3.4K shares-7.33%2026-06-302026-07-29

ESGE ISHARES ESG AWARE MSCI EM ETF6.7K shares-4.80%2026-06-302026-07-29

T AT&T INC COM14.9K shares-3.71%2026-06-302026-07-29

INTC INTEL CORP COM3.3K shares23.60%2026-06-302026-07-29

Sponsored

BLV VANGUARD LONG-TERM BOND ETF5.1K shares7.24%2026-06-302026-07-29

ASML ASML HLDG NV N Y REGISTRY SHS178 shares-0.56%2026-06-302026-07-29

USMC PRINCIPAL U.S. MEGA-CAP ETF4.2K shares-1.13%2026-06-302026-07-29

HD HOME DEPOT INC COM939 shares7.19%2026-06-302026-07-29

ANGL VANECK FALLEN ANGEL HIGH YIELD BOND ETF10.7K shares-8.94%2026-06-302026-07-29

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS705 shares-8.08%2026-06-302026-07-29

CI THE CIGNA GROUP COM1.0K shares0.29%2026-06-302026-07-29

EVUS ISHARES ESG AWARE MSCI USA VALUE ETF8.1K shares10.60%2026-06-302026-07-29

Sponsored

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM663 shares-2.79%2026-06-302026-07-29

IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF5.7K shares-87.81%2026-06-302026-07-29

CAT CATERPILLAR INC COM311 shares-9.33%2026-06-302026-07-29

WMT WALMART INC COM2.5K shares-8.34%2026-06-302026-07-29

DB DEUTSCHE BK AG NAMEN AKT7.7K shares0.00%2026-06-302026-07-29

IWO ISHARES RUSSELL 2000 GROWTH ETF730 shares0.00%2026-06-302026-07-29

PANW PALO ALTO NETWORKS INC COM817 shares3.55%2026-06-302026-07-29

FITB FIFTH THIRD BANCORP COM4.7K shares-15.21%2026-06-302026-07-29

Sponsored

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF1.2K shares-7.04%2026-06-302026-07-29

AMERIPRISE FINL INC COM AMERIPRISE FINL INC COM515 shares-1.34%2026-06-302026-07-29

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF1.7K shares0.48%2026-06-302026-07-29

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF1.5K shares1.49%2026-06-302026-07-29

BIDD ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF9.1K shares4.61%2026-06-302026-07-29

VTEB VANGUARD TAX-EXEMPT BOND ETF5.2K shares-7.62%2026-06-302026-07-29

CISCO SYS INC COM CISCO SYS INC COM2.3K shares-6.73%2026-06-302026-07-29

TXT TEXTRON INC COM2.8K shares0.32%2026-06-302026-07-29

Sponsored

GSIE GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF5.4K shares0.00%2026-06-302026-07-29

FXZ FIRST TRUST MATERIALS ALPHADEX FUND3.1K shares-10.56%2026-06-302026-07-29

SOUTHERN CO COM SOUTHERN CO COM2.5K shares-0.75%2026-06-302026-07-29

DMXF ISHARES ESG ADVANCED MSCI EAFE ETF2.9K shares10.42%2026-06-302026-07-29

VOE VANGUARD MID-CAP VALUE ETF1.2K shares-10.73%2026-06-302026-07-29

IJH ISHARES CORE S&P MID-CAP ETF3.1K shares5.28%2026-06-302026-07-29

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A436 shares-2.46%2026-06-302026-07-29

APPLIED MATLS INC COM APPLIED MATLS INC COM418 shares11.47%2026-06-302026-07-29

Sponsored

SEIX VIRTUS SEIX SENIOR LOAN ETF10.0K shares2.09%2026-06-302026-07-29

EXPE EXPEDIA GROUP INC COM NEW877 shares-0.34%2026-06-302026-07-29

GEV GE VERNOVA INC COM228 shares-2.98%2026-06-302026-07-29

USMV ISHARES MSCI USA MIN VOL FACTOR ETF2.3K shares20.06%2026-06-302026-07-29

GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF1.5K shares0.00%2026-06-302026-07-29

GE GE AEROSPACE COM NEW639 shares8.86%2026-06-302026-07-29

FNB F N B CORP COM11.5K shares0.69%2026-06-302026-07-29

VZ VERIZON COMMUNICATIONS INC COM4.8K shares-11.27%2026-06-302026-07-29

Sponsored

IWN ISHARES RUSSELL 2000 VALUE ETF967 shares0.31%2026-06-302026-07-29

KO COCA COLA CO COM2.5K shares1.85%2026-06-302026-07-29

ISMD INSPIRE SMALL/MID CAP ETF4.2K shares0.43%2026-06-302026-07-29

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF3.6K shares7.97%2026-06-302026-07-29

GCOR GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF4.9K shares0.00%2026-06-302026-07-29

BAC BANK OF AMER CORP COM3.1K shares-1.54%2026-06-302026-07-29

MO ALTRIA GROUP INC COM2.6K shares0.80%2026-06-302026-07-29

CVX CHEVRON CORPORATION COM987 shares-6.09%2026-06-302026-07-29

Sponsored

VUG VANGUARD GROWTH ETF2.2K shares-2.64%2026-06-302026-07-29

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND2.2K shares6.65%2026-06-302026-07-29

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF2.3K shares14.57%2026-06-302026-07-29

SPIB STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF5.6K shares-20.67%2026-06-302026-07-29

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A4.2K shares-2.14%2026-06-302026-07-29

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM188 shares-15.70%2026-06-302026-07-29

FWD AB DISRUPTORS ETF1.3K shares0.00%2026-06-302026-07-29

PLD PROLOGIS INC. COM1.2K shares-1.89%2026-06-302026-07-29

Sponsored

DIS DISNEY WALT CO COM1.8K shares-13.90%2026-06-302026-07-29

GS GOLDMAN SACHS GROUP INC COM155 shares-0.64%2026-06-302026-07-29

SCHK SCHWAB 1000 INDEX ETF4.7K shares0.26%2026-06-302026-07-29

ETHA ISHARES ETHEREUM TRUST ETF11.6K shares40.88%2026-06-302026-07-29

SCHP SCHWAB US TIPS ETF6.4K shares-14.01%2026-06-302026-07-29

FDEC FT VEST US EQUITY BUFFER ETF - DECEMBER3.0K shares0.00%2026-06-302026-07-29

IEUR ISHARES CORE MSCI EUROPE ETF2.2K shares25.83%2026-06-302026-07-29

STIP ISHARES 0-5 YEAR TIPS BOND ETF1.6K shares135.77%2026-06-302026-07-29

Sponsored

NETFLIX INC. COM NETFLIX INC. COM2.4K shares-18.61%2026-06-302026-07-29

NUMG NUVEEN ESG MID-CAP GROWTH ETF3.5K shares0.00%2026-06-302026-07-29

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF1.5K shares-0.80%2026-06-302026-07-29

ETN EATON CORP PLC SHS385 shares4.62%2026-06-302026-07-29

MS MORGAN STANLEY COM NEW704 shares14.66%2026-06-302026-07-29

TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF3.4K shares0.12%2026-06-302026-07-29

VNQ VANGUARD REAL ESTATE ETF1.5K shares-0.13%2026-06-302026-07-29

WFC WELLS FARGO & CO COM1.7K shares-4.29%2026-06-302026-07-29

Sponsored

BLK BLACKROCK INC COM132 shares-4.35%2026-06-302026-07-29

PH PARKER-HANNIFIN CORP COM142 shares-8.39%2026-06-302026-07-29

LRCX LAM RESEARCH CORP COM NEW433 shares-0.69%2026-06-302026-07-29

CEG CONSTELLATION ENERGY CORP COM498 shares-0.20%2026-06-302026-07-29

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A958 shares29.63%2026-06-302026-07-29

ES EVERSOURCE ENERGY COM1.8K shares0.17%2026-06-302026-07-29

C CITIGROUP INC COM NEW988 shares0.20%2026-06-302026-07-29

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF1.1K shares-3.42%2026-06-302026-07-29

Sponsored

RTX CORPORATION COM RTX CORPORATION COM662 shares1.69%2026-06-302026-07-29

TJX TJX COS INC NEW COM828 shares-7.59%2026-06-302026-07-29

MCD MCDONALDS CORP COM485 shares-11.66%2026-06-302026-07-29

ADI ANALOG DEVICES INC COM329 shares-6.53%2026-06-302026-07-29

S&P GLOBAL INC COM S&P GLOBAL INC COM296 shares4.96%2026-06-302026-07-29

PRU PRUDENTIAL FINL INC COM1.0K shares-0.76%2026-06-302026-07-29

VAW VANGUARD MATERIALS ETF546 shares0.18%2026-06-302026-07-29

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF2.3K shares-12.04%2026-06-302026-07-29

Sponsored

DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF1.0K shares0.00%2026-06-302026-07-29

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A642 shares355.32%2026-06-302026-07-29

LCTD ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF2.1K shares1.91%2026-06-302026-07-29

APH AMPHENOL CORP CL A756 shares0.00%2026-06-302026-07-29

SERVICENOW INC COM SERVICENOW INC COM1.2K shares74.96%2026-06-302026-07-29

TXN TEXAS INSTRS INC COM403 shares15.80%2026-06-302026-07-29

SUSB ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF4.8K sharesnew addition2026-06-302026-07-29

KLAC KLA CORP COM NEW549 shares815.00%2026-06-302026-07-29

Sponsored

VOOG VANGUARD S&P 500 GROWTH ETF1.4K shares1.77%2026-06-302026-07-29

GILD GILEAD SCIENCES INC COM883 shares-7.54%2026-06-302026-07-29

VBR VANGUARD SMALL CAP VALUE ETF470 shares-3.69%2026-06-302026-07-29

VIG VANGUARD DIVIDEND APPRECIATION ETF482 shares-27.52%2026-06-302026-07-29

UBER UBER TECHNOLOGIES INC COM1.6K shares10.55%2026-06-302026-07-29

PFE PFIZER INC COM4.5K shares-5.55%2026-06-302026-07-29

GD GENERAL DYNAMICS CORP COM299 shares-4.47%2026-06-302026-07-29

CSX CSX CORP COM2.2K shares-5.10%2026-06-302026-07-29

Sponsored

COP CONOCOPHILLIPS COM932 shares-7.36%2026-06-302026-07-29

HDV ISHARES CORE HIGH DIVIDEND ETF3.9K shares-6.14%2026-06-302026-07-29

TMO THERMO FISHER SCIENTIFIC INC COM207 shares-13.39%2026-06-302026-07-29

ADP AUTOMATIC DATA PROCESSING INC COM447 shares34.64%2026-06-302026-07-29

GEM GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF2.2K shares0.00%2026-06-302026-07-29

CMI CUMMINS INC COM163 shares-6.32%2026-06-302026-07-29

DTD WISDOMTREE U.S. TOTAL DIVIDEND FUND1.1K shares0.27%2026-06-302026-07-29

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS118 shares-4.84%2026-06-302026-07-29

Sponsored

SHEL SHELL PLC SPON ADS1.2K shares0.58%2026-06-302026-07-29

TIP ISHARES TIPS BOND ETF990 shares12.63%2026-06-302026-07-29

THOMSON REUTERS CORP COM THOMSON REUTERS CORP COM1.2K sharesnew addition2026-06-302026-07-29

ACWX ISHARES MSCI ACWI EX U.S. ETF1.4K shares7.87%2026-06-302026-07-29

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF968 shares-31.05%2026-06-302026-07-29

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF1.1K shares-60.15%2026-06-302026-07-29

VPL VANGUARD FTSE PACIFIC ETF913 shares1.33%2026-06-302026-07-29

KKR KKR & CO INC COM1.0K shares-0.77%2026-06-302026-07-29

Sponsored

GIGB GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF2.2K shares0.00%2026-06-302026-07-29

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF900 shares-11.94%2026-06-302026-07-29

CMCSA COMCAST CORP NEW CL A4.2K shares-12.33%2026-06-302026-07-29

FIVA FIDELITY INTERNATIONAL VALUE FACTOR ETF2.5K shares52.42%2026-06-302026-07-29

SCHX SCHWAB U.S. LARGE-CAP ETF3.3K shares5.69%2026-06-302026-07-29

ORACLE CORP COM ORACLE CORP COM771 shares-13.18%2026-06-302026-07-29

ABNB AIRBNB INC COM CL A686 shares1.48%2026-06-302026-07-29

IEI ISHARES 3-7 YEAR TREASURY BOND ETF825 shares7.84%2026-06-302026-07-29

Sponsored

BTC GRAYSCALE BITCOIN MINI TRUST ETF3.3K shares242.38%2026-06-302026-07-29

AEP AMERICAN ELEC PWR CO INC COM718 shares0.70%2026-06-302026-07-29

KMI KINDER MORGAN INC DEL COM2.9K shares4.95%2026-06-302026-07-29

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF595 shares15.98%2026-06-302026-07-29

PEP PEPSICO INC COM689 shares-10.98%2026-06-302026-07-29

PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF3.7K shares0.73%2026-06-302026-07-29

JGRO JPMORGAN ACTIVE GROWTH ETF965 shares-2.33%2026-06-302026-07-29

FA FIRST ADVANTAGE CORP NEW COM4.6K shares0.00%2026-06-302026-07-29

Sponsored

BK BANK OF NY MELLON CORP COM568 shares-3.07%2026-06-302026-07-29

MNST MONSTER BEVERAGE CORP NEW COM947 shares-9.03%2026-06-302026-07-29

ONEY STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF692 shares0.58%2026-06-302026-07-29

MEDTRONIC PLC SHS MEDTRONIC PLC SHS1.1K shares17.16%2026-06-302026-07-29

QCOM QUALCOMM INC COM504 shares72.01%2026-06-302026-07-29

ABT ABBOTT LABORATORIES COM868 shares46.62%2026-06-302026-07-29

SE SEA LTD SPONSORD ADS832 shares0.12%2026-06-302026-07-29

IUSG ISHARES CORE S&P U.S. GROWTH ETF463 shares0.00%2026-06-302026-07-29

Sponsored

TT TRANE TECHNOLOGIES PLC SHS181 shares-4.74%2026-06-302026-07-29

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF1.0K shares29.17%2026-06-302026-07-29

GGUS MARKETBETA RUSSELL 1000 GROWTH EQUITY ETF1.3K shares0.00%2026-06-302026-07-29

SHW SHERWIN WILLIAMS CO COM264 shares-3.30%2026-06-302026-07-29

IYW ISHARES U.S. TECHNOLOGY ETF345 shares-0.29%2026-06-302026-07-29

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM939 shares-3.99%2026-06-302026-07-29

ANET ARISTA NETWORKS INC COM SHS478 shares1.06%2026-06-302026-07-29

ILCG ISHARES MORNINGSTAR GROWTH ETF730 shares206.72%2026-06-302026-07-29

Sponsored

MCK MCKESSON CORP COM102 shares-8.93%2026-06-302026-07-29

AJG GALLAGHER ARTHUR J & CO COM340 shares-8.85%2026-06-302026-07-29

EQH EQUITABLE HLDGS INC COM1.7K shares-17.09%2026-06-302026-07-29

BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF607 shares1.85%2026-06-302026-07-29

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD477 shares-6.29%2026-06-302026-07-29

LOW LOWES COS INC COM395 shares-15.05%2026-06-302026-07-29

SPLB STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF3.7K shares10.65%2026-06-302026-07-29

SCHW SCHWAB CHARLES CORP COM796 shares-3.40%2026-06-302026-07-29

Sponsored

UNP UNION PAC CORP COM274 shares0.00%2026-06-302026-07-29

AMGN AMGEN INC COM219 shares-0.90%2026-06-302026-07-29

BKNG BOOKING HOLDINGS INC COM451 shares3.92%2026-06-302026-07-29

ICF ISHARES SELECT U.S. REIT ETF1.2K shares0.52%2026-06-302026-07-29

FSEC FIDELITY INVESTMENT GRADE SECURITIZED ETF1.8K shares0.05%2026-06-302026-07-29

ED CONSOLIDATED EDISON INC COM711 shares1.43%2026-06-302026-07-29

PYPL PAYPAL HLDGS INC COM1.4K shares-6.11%2026-06-302026-07-29

FREEPORT MCMORAN INC CL B FREEPORT MCMORAN INC CL B1.2K shares-3.72%2026-06-302026-07-29

Sponsored

WDIV STATE STREET SPDR S&P GLOBAL DIVIDEND ETF948 shares1.83%2026-06-302026-07-29

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF1.3K shares0.40%2026-06-302026-07-29

EME EMCOR GROUP INC COM103 shares-11.97%2026-06-302026-07-29

GSID MARKETBETA INTL EQUITY ETF1.0K shares0.00%2026-06-302026-07-29

JBND JPMORGAN ACTIVE BOND ETF1.5K shares4.04%2026-06-302026-07-29

TRAVELERS COMPANIES INC COM TRAVELERS COMPANIES INC COM208 shares2.46%2026-06-302026-07-29

QUANTA SVCS INC COM QUANTA SVCS INC COM120 shares-7.69%2026-06-302026-07-29

WELL WELLTOWER INC COM314 shares-0.95%2026-06-302026-07-29

Sponsored

EXC EXELON CORP COM1.6K shares4.18%2026-06-302026-07-29

NVS NOVARTIS AG SPONSORED ADR501 shares-0.20%2026-06-302026-07-29

VT VANGUARD TOTAL WORLD STOCK ETF490 shares0.20%2026-06-302026-07-29

VTV VANGUARD VALUE ETF348 shares-5.95%2026-06-302026-07-29

USB US BANCORP COM NEW1.2K shares-0.09%2026-06-302026-07-29

PALANTIR TECHNOLOGIES INC CL A PALANTIR TECHNOLOGIES INC CL A604 shares-11.44%2026-06-302026-07-29

PFF ISHARES PREFERRED & INCOME SECURITIES ETF2.5K shares1.36%2026-06-302026-07-29

COIN COINBASE GLOBAL INC COM CL A449 shares-3.65%2026-06-302026-07-29

Sponsored

PHM PULTE GROUP INC COM588 shares-0.51%2026-06-302026-07-29

DBB INVESCO DB BASE METALS FUND3.0K shares-0.03%2026-06-302026-07-29

DAL DELTA AIR LINES INC COM NEW874 shares-1.69%2026-06-302026-07-29

PAYX PAYCHEX INC COM657 shares36.59%2026-06-302026-07-29

JNK STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF746 shares-10.12%2026-06-302026-07-29

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF602 shares-24.37%2026-06-302026-07-29

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM594 shares4.21%2026-06-302026-07-29

IWD ISHARES RUSSELL 1000 VALUE ETF282 shares-13.50%2026-06-302026-07-29

Sponsored

DATADOG INC CL A COM DATADOG INC CL A COM282 shares5.22%2026-06-302026-07-29

GLW CORNING INC COM449 shares2.98%2026-06-302026-07-29

SLV ISHARES SILVER TRUST1.3K shares-1.54%2026-06-302026-07-29

PGR PROGRESSIVE CORP COM336 shares15.86%2026-06-302026-07-29

MGK VANGUARD MEGA CAP GROWTH ETF788 shares-0.38%2026-06-302026-07-29

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF719 shares-48.01%2026-06-302026-07-29

CLOUDFLARE INC CL A COM CLOUDFLARE INC CL A COM253 shares-6.99%2026-06-302026-07-29

GWW WW GRAINGER INC COM50 shares2.04%2026-06-302026-07-29

Sponsored

FAST FASTENAL CO COM1.5K shares1.57%2026-06-302026-07-29

WDC WESTERN DIGITAL CORP COM121 shares-8.33%2026-06-302026-07-29

SPOTIFY TECHNOLOGY S A SHS SPOTIFY TECHNOLOGY S A SHS142 shares30.28%2026-06-302026-07-29

ABFL ABACUS FCF LEADERS ETF802 shares0.00%2026-06-302026-07-29

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF1.3K shares0.79%2026-06-302026-07-29

ZECP ZACKS EARNINGS CONSISTENT PORTFOLIO ETF1.8K shares0.00%2026-06-302026-07-29

DHR DANAHER CORP DEL COM372 shares-11.43%2026-06-302026-07-29

IDEXX LABS INC COM IDEXX LABS INC COM122 shares24.49%2026-06-302026-07-29

Sponsored

NVO NOVO-NORDISK A S ADR1.4K shares30.86%2026-06-302026-07-29

IFRA ISHARES U.S. INFRASTRUCTURE ETF1.1K shares0.29%2026-06-302026-07-29

CASY CASEYS GEN STORES INC COM76 shares-13.64%2026-06-302026-07-29

WBD WARNER BROS DISCOVERY INC COM SER A2.5K shares-0.28%2026-06-302026-07-29

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF1.3K shares1.09%2026-06-302026-07-29

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF1.3K shares9.77%2026-06-302026-07-29

FCF FIRST COMWLTH FINL CORP PA COM3.1K shares0.73%2026-06-302026-07-29

STRATEGY INC CL A NEW STRATEGY INC CL A NEW635 shares-7.97%2026-06-302026-07-29

Sponsored

IGM ISHARES EXPANDED TECH SECTOR ETF403 shares-3.59%2026-06-302026-07-29

ISRG INTUITIVE SURGICAL INC COM NEW185 shares-11.06%2026-06-302026-07-29

WEC WEC ENERGY GROUP INC COM555 shares-7.04%2026-06-302026-07-29

SBUX STARBUCKS CORP COM605 shares-10.50%2026-06-302026-07-29

HSBC HSBC HLDGS PLC SPON ADR NEW610 shares2.52%2026-06-302026-07-29

FELC FIDELITY ENHANCED LARGE CAP CORE ETF1.5K sharesnew addition2026-06-302026-07-29

ROST ROSS STORES INC COM263 shares-4.01%2026-06-302026-07-29

ALERIAN MLP ETF ALERIAN MLP ETF1.1K shares-33.78%2026-06-302026-07-29

Sponsored

VRTX VERTEX PHARMACEUTICALS INC COM130 shares12.07%2026-06-302026-07-29

CRM SALESFORCE INC COM376 shares-18.44%2026-06-302026-07-29

NVT NVENT ELEC PLC SHS386 shares-29.43%2026-06-302026-07-29

FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF1.3K shares0.56%2026-06-302026-07-29

BA BOEING CO COM290 shares-7.64%2026-06-302026-07-29

ENSG ENSIGN GROUP INC COM355 shares-9.67%2026-06-302026-07-29

EOS EATON VANCE ENHANCED EQUITY IN COM2.8K shares1.33%2026-06-302026-07-29

UBS UBS GROUP AG SHS1.1K shares-0.52%2026-06-302026-07-29

Sponsored

HEI HEICO CORP NEW COM178 shares-0.56%2026-06-302026-07-29

FDMO FIDELITY MOMENTUM FACTOR ETF625 shares-0.16%2026-06-302026-07-29

CW CURTISS WRIGHT CORP COM81 shares2.53%2026-06-302026-07-29

FDRR FIDELITY DIVIDEND ETF FOR RISING RATES883 shares0.00%2026-06-302026-07-29

BP BP PLC SPONSORED ADR1.4K shares-1.38%2026-06-302026-07-29

CHUBB LIMITED COM CHUBB LIMITED COM170 shares-12.82%2026-06-302026-07-29

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF511 shares-0.39%2026-06-302026-07-29

SYK STRYKER CORPORATION COM188 shares1.08%2026-06-302026-07-29

Sponsored

JOHNSON CTLS INTL PLC SHS JOHNSON CTLS INTL PLC SHS408 shares-3.55%2026-06-302026-07-29

IJK ISHARES S&P MID-CAP 400 GROWTH ETF513 shares0.00%2026-06-302026-07-29

DUK DUKE ENERGY CORP NEW COM NEW453 shares5.59%2026-06-302026-07-29

CMG CHIPOTLE MEXICAN GRILL INC COM1.8K shares-9.73%2026-06-302026-07-29

RY ROYAL BK CDA COM274 shares-4.53%2026-06-302026-07-29

ICLN ISHARES GLOBAL CLEAN ENERGY ETF3.1K sharesnew addition2026-06-302026-07-29

INTU INTUIT COM202 shares-14.41%2026-06-302026-07-29

LMT LOCKHEED MARTIN CORP COM112 shares-9.68%2026-06-302026-07-29

Sponsored

GSSC TR ACTIVEBETA US SMALL CAP EQUITY ETF636 shares0.00%2026-06-302026-07-29

EHC ENCOMPASS HEALTH CORP COM511 shares0.00%2026-06-302026-07-29

COF CAPITAL ONE FINL CORP COM280 shares-0.71%2026-06-302026-07-29

FDX FEDEX CORP COM175 shares3.55%2026-06-302026-07-29

MPWR MONOLITHIC PWR SYS INC COM40 shares-13.04%2026-06-302026-07-29

SNDK SANDISK CORP COM35 shares0.00%2026-06-302026-07-29

FE FIRSTENERGY CORP COM1.1K shares3.28%2026-06-302026-07-29

ROYAL CARIBBEAN GROUP COM ROYAL CARIBBEAN GROUP COM195 shares2.09%2026-06-302026-07-29

Sponsored

HIMS HIMS & HERS HEALTH INC COM CL A1.8K shares6.42%2026-06-302026-07-29

MDLZ MONDELEZ INTL INC CL A900 shares0.56%2026-06-302026-07-29

LHX L3HARRIS TECHNOLOGIES INC COM192 shares-13.51%2026-06-302026-07-29

SNOWFLAKE INC COM SHS SNOWFLAKE INC COM SHS202 shares10.38%2026-06-302026-07-29

AEE AMEREN CORP COM482 shares-5.49%2026-06-302026-07-29

CVS CVS HEALTH CORP COM499 shares9.91%2026-06-302026-07-29

TD TORONTO DOMINION BK ONT COM NEW443 shares-4.73%2026-06-302026-07-29

ORLY OREILLY AUTOMOTIVE INC COM621 shares-20.28%2026-06-302026-07-29

Sponsored

MMC MARSH & MCLENNAN COS INC COM304 shares-17.84%2026-06-302026-07-29

USFR WISDOMTREE FLOATING RATE TREASURY FUND1.1K shares-2.05%2026-06-302026-07-29

RJF RAYMOND JAMES FINL INC COM314 shares-9.51%2026-06-302026-07-29

BTI BRITISH AMERN TOB PLC SPONSORED ADR848 shares33.54%2026-06-302026-07-29

TER TERADYNE INC COM142 shares0.00%2026-06-302026-07-29

EQIX EQUINIX INC COM50 shares-1.96%2026-06-302026-07-29

DGRO ISHARES CORE DIVIDEND GROWTH ETF665 shares-23.91%2026-06-302026-07-29

TLT ISHARES 20 YEAR TREASURY BOND ETF615 shares123.64%2026-06-302026-07-29

Sponsored

DLR DIGITAL RLTY TR INC COM287 shares2.14%2026-06-302026-07-29

FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW222 shares1.37%2026-06-302026-07-29

VIK VIKING HOLDINGS LTD ORD SHS508 shares5.61%2026-06-302026-07-29

MSTY YIELDMAX MSTR OPTION INCOME STRATEGY ETF3.8K shares12.56%2026-06-302026-07-29

PNC PNC FINL SVCS GROUP INC COM198 shares-8.33%2026-06-302026-07-29

MAR MARRIOTT INTL INC NEW CL A133 shares-14.74%2026-06-302026-07-29

FBND FIDELITY TOTAL BOND ETF1.1K shares0.00%2026-06-302026-07-29

FCOR FIDELITY CORPORATE BOND ETF1.0K shares0.00%2026-06-302026-07-29

Sponsored

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF610 shares-22.29%2026-06-302026-07-29

BDVL ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT1.9K shares0.86%2026-06-302026-07-29

APPLOVIN CORP COM CL A APPLOVIN CORP COM CL A117 shares2.63%2026-06-302026-07-29

EA ELECTRONIC ARTS INC COM230 shares-4.96%2026-06-302026-07-29

CBOE CBOE GLOBAL MKTS INC COM170 shares-7.10%2026-06-302026-07-29

3M CO COM 3M CO COM280 shares-4.11%2026-06-302026-07-29

Q QNITY ELECTRONICS INC COMMON STOCK344 shares-4.71%2026-06-302026-07-29

UAL UNITED AIRLS HLDGS INC COM406 shares1.75%2026-06-302026-07-29

Sponsored

ASTS AST SPACEMOBILE INC COM CL A766 shares132.83%2026-06-302026-07-29

SPHB INVESCO S&P 500 HIGH BETA ETF327 shares-0.30%2026-06-302026-07-29

VO VANGUARD MID-CAP ETF585 shares-56.76%2026-06-302026-07-29

RINF PROSHARES INFLATION EXPECTATIONS ETF1.4K shares0.70%2026-06-302026-07-29

AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF1.1K shares-7.67%2026-06-302026-07-29

SRLN STATE STREET BLACKSTONE SENIOR LOAN ETF1.1K shares1.15%2026-06-302026-07-29

CP CANADIAN PACIFIC KANSAS CITY COM506 shares-0.20%2026-06-302026-07-29

TPR TAPESTRY INC COM318 shares0.95%2026-06-302026-07-29

Sponsored

SMFG SUMITOMO MITSUI FIN GRP INC SPONSORED ADR1.7K shares-7.95%2026-06-302026-07-29

BMY BRISTOL-MYERS SQUIBB CO COM744 shares-7.12%2026-06-302026-07-29

FELG FIDELITY ENHANCED LARGE CAP GROWTH ETF1.0K shares0.00%2026-06-302026-07-29

CL COLGATE PALMOLIVE CO COM490 shares0.82%2026-06-302026-07-29

CDNS CADENCE DESIGN SYSTEM INC COM133 shares0.76%2026-06-302026-07-29

BDYN ISHARES DYNAMIC EQUITY ACTIVE ETF1.6K shares0.00%2026-06-302026-07-29

FMDE FIDELITY ENHANCED MID CAP CORE ETF1.1K shares0.09%2026-06-302026-07-29

TOST TOAST INC CL A1.5K shares10.16%2026-06-302026-07-29

Sponsored

PSX PHILLIPS 66 COM210 shares8.81%2026-06-302026-07-29

DHI D R HORTON INC COM312 shares-5.45%2026-06-302026-07-29

ZETA ZETA GLOBAL HOLDINGS CORP CL A2.2K shares0.00%2026-06-302026-07-29

VTR VENTAS INC COM450 shares228.47%2026-06-302026-07-29

MRVL MARVELL TECHNOLOGY INC COM207 shares15.64%2026-06-302026-07-29

FI FISERV INC COM865 shares16.11%2026-06-302026-07-29

BANCO SANTANDER SA ADR BANCO SANTANDER SA ADR3.1K shares-8.78%2026-06-302026-07-29

NZF NUVEEN MUN CR INCOME FD COM SH BEN INT3.4K shares0.00%2026-06-302026-07-29

Sponsored

TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND154 shares0.00%2026-06-302026-07-29

CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES186 shares-13.08%2026-06-302026-07-29

NEA NUVEEN AMT FREE QLTY MUN INCME COM3.7K shares0.00%2026-06-302026-07-29

DOMINION ENERGY INC COM DOMINION ENERGY INC COM595 shares0.68%2026-06-302026-07-29

IBB ISHARES BIOTECHNOLOGY ETF225 shares9.22%2026-06-302026-07-29

MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS1.9K shares8.00%2026-06-302026-07-29

TRGP TARGA RES CORP COM148 shares-8.64%2026-06-302026-07-29

ETHE GRAYSCALE ETHEREUM STAKING ETF2.7K shares0.00%2026-06-302026-07-29

Sponsored

DE DEERE & CO COM69 shares-6.76%2026-06-302026-07-29

PBH PRESTIGE CONSMR HEALTHCARE INC COM854 shares9.07%2026-06-302026-07-29

SNA SNAP ON INC COM103 shares-12.71%2026-06-302026-07-29

GTIP GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF869 shares0.00%2026-06-302026-07-29

SMMD ISHARES RUSSELL 2500 ETF461 shares2.22%2026-06-302026-07-29

SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF376 shares-51.48%2026-06-302026-07-29

AFL AFLAC INC COM332 shares-3.49%2026-06-302026-07-29

AGILENT TECHNOLOGIES INC COM AGILENT TECHNOLOGIES INC COM307 shares-21.08%2026-06-302026-07-29

Sponsored

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND450 shares0.67%2026-06-302026-07-29

JIRE JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF492 shares2.93%2026-06-302026-07-29

TOPT ISHARES TOP 20 U.S. STOCKS ETF1.2K shares0.00%2026-06-302026-07-29

QLC FLEXSHARES US QUALITY LARGE CAP INDEX FUND442 shares0.00%2026-06-302026-07-29

FGDL FRANKLIN RESPONSIBLY SOURCED GOLD ETF725 shares34.01%2026-06-302026-07-29

BBVA BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR1.5K shares-21.65%2026-06-302026-07-29

GBTC GRAYSCALE BITCOIN TRUST ETF778 shares0.00%2026-06-302026-07-29

FTNT FORTINET INC COM255 shares8.51%2026-06-302026-07-29

Sponsored

HOOD ROBINHOOD MKTS INC COM CL A378 shares14.55%2026-06-302026-07-29

IWS ISHARES RUSSELL MID-CAP VALUE ETF238 shares-43.20%2026-06-302026-07-29

IBN ICICI BANK LIMITED ADR1.3K shares0.00%2026-06-302026-07-29

OEF ISHARES S&P 100 ETF106 shares-76.39%2026-06-302026-07-29

CR CRANE COMPANY COMMON STOCK177 shares-5.85%2026-06-302026-07-29

GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF540 shares1.12%2026-06-302026-07-29

ARM ARM HOLDINGS PLC SPONSORED ADS134 shares-5.63%2026-06-302026-07-29

XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF747 shares549.57%2026-06-302026-07-29

Sponsored

PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF1.7K shares1.41%2026-06-302026-07-29

WMB WILLIAMS COS INC COM508 shares5.83%2026-06-302026-07-29

CME CME GROUP INC COM151 shares-26.70%2026-06-302026-07-29

NKE NIKE INC CL B890 shares34.64%2026-06-302026-07-29

WST WEST PHARMACEUTICAL SVSC INC COM104 shares-0.95%2026-06-302026-07-29

ACWV ISHARES MSCI GLOBAL MIN VOL FACTOR ETF306 shares0.66%2026-06-302026-07-29

PSA PUBLIC STORAGE COM118 shares-1.67%2026-06-302026-07-29

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF655 shares38.19%2026-06-302026-07-29

Sponsored

RVMD REVOLUTION MEDICINES INC COM199 shares2.58%2026-06-302026-07-29

PSMT PRICESMART INC COM195 shares-0.51%2026-06-302026-07-29

ARCH CAP GROUP LTD ORD ARCH CAP GROUP LTD ORD367 shares-13.65%2026-06-302026-07-29

TDVG T. ROWE PRICE DIVIDEND GROWTH ETF731 shares0.00%2026-06-302026-07-29

LFUS LITTELFUSE INC COM86 shares-5.49%2026-06-302026-07-29

SLF SUN LIFE FINANCIAL INC. COM441 shares0.00%2026-06-302026-07-29

FEGE FIRST EAGLE GLOBAL EQUITY ETF723 shares0.00%2026-06-302026-07-29

AZO AUTOZONE INC COM12 shares0.00%2026-06-302026-07-29

Sponsored

UNITY SOFTWARE INC COM UNITY SOFTWARE INC COM1.2K shares0.00%2026-06-302026-07-29

IYT ISHARES US TRANSPORTATION ETF403 shares4.95%2026-06-302026-07-29

STATE STREET UTILITIES SELECT SECTOR SPDR ETF STATE STREET UTILITIES SELECT SECTOR SPDR ETF770 shares9.84%2026-06-302026-07-29

NYT NEW YORK TIMES CO MTN BE CL A481 shares5.48%2026-06-302026-07-29

VRT VERTIV HOLDINGS CO COM CL A116 shares-10.77%2026-06-302026-07-29

EW EDWARDS LIFESCIENCES CORP COM413 shares2.74%2026-06-302026-07-29

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF359 shares4.97%2026-06-302026-07-29

QUIZ ZACKS QUALITY INTERNATIONAL ETF1.2K shares0.00%2026-06-302026-07-29

Sponsored

SLB SLB LIMITED COM STK725 shares-17.24%2026-06-302026-07-29

HWM HOWMET AEROSPACE INC COM123 shares16.04%2026-06-302026-07-29

SOFI SOFI TECHNOLOGIES INC COM2.0K shares-4.24%2026-06-302026-07-29

AVUV AVANTIS U.S. SMALL CAP VALUE ETF272 shares0.00%2026-06-302026-07-29

QQQM

INVESCO NASDAQ 100 ETF

2.25%

Shares296.7K

Event2026-06-30

Filed2026-07-29

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

3.81%

Shares1.9M

Event2026-06-30

Filed2026-07-29

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

2.75%

Shares1.7M

Event2026-06-30

Filed2026-07-29

BIV

VANGUARD INTERMEDIATE-TERM BOND ETF

4.09%

Shares609.0K

Event2026-06-30

Filed2026-07-29

SMLF

ISHARES U.S. SMALLCAP EQUITY FACTOR ETF

2.10%

Shares481.0K

Event2026-06-30

Filed2026-07-29

IMCG

ISHARES MORNINGSTAR MID-CAP GROWTH ETF

2.17%

Shares390.8K

Event2026-06-30

Filed2026-07-29

ISHARES CORE S&P 500 ETF

58.85%

Shares28.5K

Event2026-06-30

Filed2026-07-29

ICVT

ISHARES CONVERTIBLE BOND ETF

1.04%

Shares180.3K

Event2026-06-30

Filed2026-07-29

REZ

ISHARES RESIDENTIAL AND MULTISECTOR REAL ESTATE ETF

3.92%

Shares208.8K

Event2026-06-30

Filed2026-07-29

HYDB

ISHARES HIGH YIELD SYSTEMATIC BOND ETF

4.42%

Shares402.9K

Event2026-06-30

Filed2026-07-29

FTLS

FIRST TRUST LONG/SHORT EQUITY ETF

3.63%

Shares244.2K

Event2026-06-30

Filed2026-07-29

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

3.95%

Shares432.7K

Event2026-06-30

Filed2026-07-29

QQQ

INVESCO QQQ TRUST SERIES I

-1.88%

Shares24.8K

Event2026-06-30

Filed2026-07-29

NANR

STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF

4.18%

Shares206.4K

Event2026-06-30

Filed2026-07-29

IUSB

ISHARES CORE TOTAL USD BOND MARKET ETF

33.76%

Shares339.3K

Event2026-06-30

Filed2026-07-29

WTV

WISDOMTREE US VALUE FUND OF BENEF INTEREST

3.30%

Shares146.7K

Event2026-06-30

Filed2026-07-29

USTB

VICTORYSHARES SHORT-TERM BOND ETF

3.32%

Shares302.6K

Event2026-06-30

Filed2026-07-29

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-3.24%

Shares211.7K

Event2026-06-30

Filed2026-07-29

AAPL

APPLE INC COM

-1.32%

Shares29.1K

Event2026-06-30

Filed2026-07-29

IVW

ISHARES S&P 500 GROWTH ETF

11.87%

Shares64.1K

Event2026-06-30

Filed2026-07-29

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

11.04%

Shares128.0K

Event2026-06-30

Filed2026-07-29

NVDA

NVIDIA CORPORATION COM

1.54%

Shares34.6K

Event2026-06-30

Filed2026-07-29

IVE

ISHARES S&P 500 VALUE ETF

-8.50%

Shares31.4K

Event2026-06-30

Filed2026-07-29

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-18.81%

Shares70.1K

Event2026-06-30

Filed2026-07-29

HEFA

ISHARES CURRENCY HEDGED MSCI EAFE ETF

3.67%

Shares114.2K

Event2026-06-30

Filed2026-07-29

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

5.07%

Shares138.8K

Event2026-06-30

Filed2026-07-29

GOVT

ISHARES U.S. TREASURY BOND ETF

17.12%

Shares194.6K

Event2026-06-30

Filed2026-07-29

EFG

ISHARES MSCI EAFE GROWTH ETF

15.71%

Shares35.9K

Event2026-06-30

Filed2026-07-29

MBB

ISHARES MBS ETF

14.38%

Shares44.3K

Event2026-06-30

Filed2026-07-29

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

-1.92%

Shares90.5K

Event2026-06-30

Filed2026-07-29

EFV

ISHARES MSCI EAFE VALUE ETF

-39.23%

Shares45.0K

Event2026-06-30

Filed2026-07-29

AMZN

AMAZON COM INC COM

-3.08%

Shares14.3K

Event2026-06-30

Filed2026-07-29

VOO

VANGUARD S&P 500 ETF

-3.73%

Shares5.0K

Event2026-06-30

Filed2026-07-29

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

-9.29%

Shares34.9K

Event2026-06-30

Filed2026-07-29

BLCR

ISHARES LARGE CAP CORE ACTIVE ETF

16.60%

Shares62.1K

Event2026-06-30

Filed2026-07-29

IDEQ

LAZARD INTERNATIONAL DYNAMIC EQUITY ETF

3.98%

Shares87.2K

Event2026-06-30

Filed2026-07-29

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-11.30%

Shares9.3K

Event2026-06-30

Filed2026-07-29

FALN

ISHARES FALLEN ANGELS USD BOND ETF

3.28%

Shares107.5K

Event2026-06-30

Filed2026-07-29

MUB

ISHARES NATIONAL MUNI BOND ETF

4.77%

Shares27.1K

Event2026-06-30

Filed2026-07-29

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

-18.54%

Shares65.0K

Event2026-06-30

Filed2026-07-29

ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ETF

New

Shares93.9K

Event2026-06-30

Filed2026-07-29

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-3.96%

Shares79.1K

Event2026-06-30

Filed2026-07-29

JPMORGAN CHASE & CO COM

-0.29%

Shares7.3K

Event2026-06-30

Filed2026-07-29

DELL

DELL TECHNOLOGIES INC CL C

-11.59%

Shares5.5K

Event2026-06-30

Filed2026-07-29

IWF

ISHARES RUSSELL 1000 GROWTH ETF

-5.16%

Shares18.9K

Event2026-06-30

Filed2026-07-29

GLD

SPDR GOLD SHARES

4.43%

Shares5.9K

Event2026-06-30

Filed2026-07-29

ISHARES GLOBAL GOVERNMENT BOND USD HEDGED ACTIVE ETF

New

Shares44.1K

Event2026-06-30

Filed2026-07-29

IDEF

ISHARES DEFENSE INDUSTRIALS ACTIVE ETF

24.74%

Shares69.2K

Event2026-06-30

Filed2026-07-29

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

592980.00%

Shares59.3K

Event2026-06-30

Filed2026-07-29

MSFT

MICROSOFT CORP COM

-1.23%

Shares5.3K

Event2026-06-30

Filed2026-07-29

FEMS

FIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUND

-7.25%

Shares44.4K

Event2026-06-30

Filed2026-07-29

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

0.07%

Shares7.0K

Event2026-06-30

Filed2026-07-29

ILOW

AB INTERNATIONAL LOW VOLATILITY EQUITY ETF

-0.00%

Shares42.9K

Event2026-06-30

Filed2026-07-29

AXP

AMERICAN EXPRESS CO COM

0.02%

Shares5.5K

Event2026-06-30

Filed2026-07-29

GOOGL

ALPHABET INC CAP STK CL A

1.36%

Shares5.2K

Event2026-06-30

Filed2026-07-29

LMUB

ISHARES LONG-TERM NATIONAL MUNI BOND ETF

4.65%

Shares34.9K

Event2026-06-30

Filed2026-07-29

PJUL

INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY

0.00%

Shares33.2K

Event2026-06-30

Filed2026-07-29

XLRE

STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF

1.04%

Shares32.0K

Event2026-06-30

Filed2026-07-29

FBCG

FIDELITY BLUE CHIP GROWTH ETF

-7.73%

Shares21.7K

Event2026-06-30

Filed2026-07-29

AOA

ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF

-0.88%

Shares13.2K

Event2026-06-30

Filed2026-07-29

JCPI

JPMORGAN INFLATION MANAGED BOND ETF

5.21%

Shares25.1K

Event2026-06-30

Filed2026-07-29

BROADCOM INC COM

1.77%

Shares3.0K

Event2026-06-30

Filed2026-07-29

STATE STREET SPDR PORTFOLIO S&P 500 ETF

2.80%

Shares13.5K

Event2026-06-30

Filed2026-07-29

META PLATFORMS INC CL A

-2.09%

Shares1.9K

Event2026-06-30

Filed2026-07-29

FDVV

FIDELITY HIGH DIVIDEND ETF

0.80%

Shares18.8K

Event2026-06-30

Filed2026-07-29

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-68.46%

Shares5.4K

Event2026-06-30

Filed2026-07-29

GOOG

ALPHABET INC CAP STK CL C

1.70%

Shares3.4K

Event2026-06-30

Filed2026-07-29

TSLA

TESLA INC COM

9.64%

Shares3.1K

Event2026-06-30

Filed2026-07-29

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

1.84%

Shares18.4K

Event2026-06-30

Filed2026-07-29

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

-51.02%

Shares21.0K

Event2026-06-30

Filed2026-07-29

IAU

ISHARES GOLD TRUST

18.22%

Shares14.0K

Event2026-06-30

Filed2026-07-29

STATE STREET SPDR S&P 500 ETF

-4.13%

Shares1.4K

Event2026-06-30

Filed2026-07-29

GRID

FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX

1.54%

Shares5.7K

Event2026-06-30

Filed2026-07-29

PEG

PUBLIC SVC ENTERPRISE GROUP COM

0.72%

Shares13.0K

Event2026-06-30

Filed2026-07-29

CLSE

CONVERGENCE LONG/SHORT EQUITY ETF

2.90%

Shares30.0K

Event2026-06-30

Filed2026-07-29

EINC

VANECK ENERGY INCOME ETF

6.50%

Shares7.9K

Event2026-06-30

Filed2026-07-29

JNJ

JOHNSON & JOHNSON COM

-0.74%

Shares3.6K

Event2026-06-30

Filed2026-07-29

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

28.66%

Shares11.3K

Event2026-06-30

Filed2026-07-29

MCO

MOODYS CORP COM

0.06%

Shares1.8K

Event2026-06-30

Filed2026-07-29

LCTU

ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF

3.91%

Shares10.9K

Event2026-06-30

Filed2026-07-29

BNDX

VANGUARD TOTAL INTERNATIONAL BOND ETF

4.33%

Shares17.2K

Event2026-06-30

Filed2026-07-29

MET

METLIFE INC COM

-43.05%

Shares8.8K

Event2026-06-30

Filed2026-07-29

XSMO

INVESCO S&P SMALLCAP MOMENTUM ETF

1.41%

Shares9.2K

Event2026-06-30

Filed2026-07-29

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

4.54%

Shares5.7K

Event2026-06-30

Filed2026-07-29

BSV

VANGUARD SHORT-TERM BOND ETF

6.06%

Shares9.8K

Event2026-06-30

Filed2026-07-29

IWB

ISHARES RUSSELL 1000 ETF

0.11%

Shares1.8K

Event2026-06-30

Filed2026-07-29

ESGU

ISHARES ESG AWARE MSCI USA ETF

4.70%

Shares4.5K

Event2026-06-30

Filed2026-07-29

IJR

ISHARES CORE S&P SMALL CAP ETF

-8.25%

Shares4.6K

Event2026-06-30

Filed2026-07-29

AOR

ISHARES CORE 60/40 BALANCED ALLOCATION ETF

5.83%

Shares9.8K

Event2026-06-30

Filed2026-07-29

GSUS

GOLDMAN SACHS MARKETBETA U.S. EQUITY ETF

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-29

IBIT

ISHARES BITCOIN TRUST ETF

12.18%

Shares17.6K

Event2026-06-30

Filed2026-07-29

COWZ

PACER US CASH COWS 100 ETF

-2.65%

Shares10.2K

Event2026-06-30

Filed2026-07-29

LIN

LINDE PLC SHS

-1.86%

Shares1.3K

Event2026-06-30

Filed2026-07-29

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares4.2K

Event2026-06-30

Filed2026-07-29

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-4.68%

Shares10.5K

Event2026-06-30

Filed2026-07-29

DSI

ISHARES ESG MSCI KLD 400 ETF

4.95%

Shares4.3K

Event2026-06-30

Filed2026-07-29

SYSB

ISHARES SYSTEMATIC BOND ETF

9.50%

Shares6.9K

Event2026-06-30

Filed2026-07-29

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

3.36%

Shares1.2K

Event2026-06-30

Filed2026-07-29

MICRON TECHNOLOGY INC COM

4.31%

Shares557

Event2026-06-30

Filed2026-07-29

LLY

ELI LILLY & CO COM

2.74%

Shares450

Event2026-06-30

Filed2026-07-29

HEDJ

WISDOMTREE EUROPE HEDGED EQUITY FUND

-16.56%

Shares8.6K

Event2026-06-30

Filed2026-07-29

USXF

ISHARES ESG ADVANCED MSCI USA ETF

4.24%

Shares7.2K

Event2026-06-30

Filed2026-07-29

ISHARES CORE U.S. AGGREGATE BOND ETF

-7.96%

Shares4.9K

Event2026-06-30

Filed2026-07-29

SCHB

SCHWAB U.S. BROAD MARKET ETF

-1.00%

Shares16.7K

Event2026-06-30

Filed2026-07-29

PHILIP MORRIS INTL INC COM

-1.33%

Shares2.4K

Event2026-06-30

Filed2026-07-29

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

0.60%

Shares17.0K

Event2026-06-30

Filed2026-07-29

AMD

ADVANCED MICRO DEVICES INC COM

-1.76%

Shares836

Event2026-06-30

Filed2026-07-29

PSN

PARSONS CORP DEL COM

0.00%

Shares7.8K

Event2026-06-30

Filed2026-07-29

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares3.8K

Event2026-06-30

Filed2026-07-29

VISA INC COM CL A

7.01%

Shares1.2K

Event2026-06-30

Filed2026-07-29

IBM

INTERNATIONAL BUSINESS MACHS COM

5.39%

Shares2.1K

Event2026-06-30

Filed2026-07-29

SUSC

ISHARES ESG AWARE USD CORPORATE BOND ETF

-6.54%

Shares19.1K

Event2026-06-30

Filed2026-07-29

AOM

ISHARES CORE 40/60 MODERATE ALLOCATION ETF

31.98%

Shares8.8K

Event2026-06-30

Filed2026-07-29

ABBVIE INC COM

2.06%

Shares1.7K

Event2026-06-30

Filed2026-07-29

VANGUARD TOTAL STOCK MARKET ETF

-40.44%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VXF

VANGUARD EXTENDED MARKET ETF

-3.29%

Shares1.7K

Event2026-06-30

Filed2026-07-29

NULG

NUVEEN ESG LARGE-CAP GROWTH ETF

-0.03%

Shares3.6K

Event2026-06-30

Filed2026-07-29

UPS

UNITED PARCEL SVCS INC CL B

-0.76%

Shares3.5K

Event2026-06-30

Filed2026-07-29

VMBS

VANGUARD MORTGAGE-BACKED SECURITIES ETF

-2.03%

Shares8.8K

Event2026-06-30

Filed2026-07-29

EAGG

ISHARES ESG AWARE US AGGREGATE BOND ETF

33.86%

Shares8.6K

Event2026-06-30

Filed2026-07-29

PROCTER & GAMBLE CO COM

0.71%

Shares2.7K

Event2026-06-30

Filed2026-07-29

MRK

MERCK & CO INC COM

1.78%

Shares3.0K

Event2026-06-30

Filed2026-07-29

SRE

SEMPRA COM

-0.44%

Shares4.0K

Event2026-06-30

Filed2026-07-29

SUN

SUNOCO LP/SUNOCO FIN CORP COM UT REP LP

-1.05%

Shares4.8K

Event2026-06-30

Filed2026-07-29

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

-7.33%

Shares3.4K

Event2026-06-30

Filed2026-07-29

ESGE

ISHARES ESG AWARE MSCI EM ETF

-4.80%

Shares6.7K

Event2026-06-30

Filed2026-07-29

AT&T INC COM

-3.71%

Shares14.9K

Event2026-06-30

Filed2026-07-29

INTC

INTEL CORP COM

23.60%

Shares3.3K

Event2026-06-30

Filed2026-07-29

BLV

VANGUARD LONG-TERM BOND ETF

7.24%

Shares5.1K

Event2026-06-30

Filed2026-07-29

ASML

ASML HLDG NV N Y REGISTRY SHS

-0.56%

Shares178

Event2026-06-30

Filed2026-07-29

USMC

PRINCIPAL U.S. MEGA-CAP ETF

-1.13%

Shares4.2K

Event2026-06-30

Filed2026-07-29

HOME DEPOT INC COM

7.19%

Shares939

Event2026-06-30

Filed2026-07-29

ANGL

VANECK FALLEN ANGEL HIGH YIELD BOND ETF

-8.94%

Shares10.7K

Event2026-06-30

Filed2026-07-29

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

-8.08%

Shares705

Event2026-06-30

Filed2026-07-29

THE CIGNA GROUP COM

0.29%

Shares1.0K

Event2026-06-30

Filed2026-07-29

EVUS

ISHARES ESG AWARE MSCI USA VALUE ETF

10.60%

Shares8.1K

Event2026-06-30

Filed2026-07-29

UNITEDHEALTH GROUP INC COM

-2.79%

Shares663

Event2026-06-30

Filed2026-07-29

IAGG

ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF

-87.81%

Shares5.7K

Event2026-06-30

Filed2026-07-29

CAT

CATERPILLAR INC COM

-9.33%

Shares311

Event2026-06-30

Filed2026-07-29

WMT

WALMART INC COM

-8.34%

Shares2.5K

Event2026-06-30

Filed2026-07-29

DEUTSCHE BK AG NAMEN AKT

0.00%

Shares7.7K

Event2026-06-30

Filed2026-07-29

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.00%

Shares730

Event2026-06-30

Filed2026-07-29

PANW

PALO ALTO NETWORKS INC COM

3.55%

Shares817

Event2026-06-30

Filed2026-07-29

FITB

FIFTH THIRD BANCORP COM

-15.21%

Shares4.7K

Event2026-06-30

Filed2026-07-29

ITA

ISHARES U.S. AEROSPACE & DEFENSE ETF

-7.04%

Shares1.2K

Event2026-06-30

Filed2026-07-29

AMERIPRISE FINL INC COM

-1.34%

Shares515

Event2026-06-30

Filed2026-07-29

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

0.48%

Shares1.7K

Event2026-06-30

Filed2026-07-29

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

1.49%

Shares1.5K

Event2026-06-30

Filed2026-07-29

BIDD

ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF

4.61%

Shares9.1K

Event2026-06-30

Filed2026-07-29

VTEB

VANGUARD TAX-EXEMPT BOND ETF

-7.62%

Shares5.2K

Event2026-06-30

Filed2026-07-29

CISCO SYS INC COM

-6.73%

Shares2.3K

Event2026-06-30

Filed2026-07-29

TXT

TEXTRON INC COM

0.32%

Shares2.8K

Event2026-06-30

Filed2026-07-29

GSIE

GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF

0.00%

Shares5.4K

Event2026-06-30

Filed2026-07-29

FXZ

FIRST TRUST MATERIALS ALPHADEX FUND

-10.56%

Shares3.1K

Event2026-06-30

Filed2026-07-29

SOUTHERN CO COM

-0.75%

Shares2.5K

Event2026-06-30

Filed2026-07-29

DMXF

ISHARES ESG ADVANCED MSCI EAFE ETF

10.42%

Shares2.9K

Event2026-06-30

Filed2026-07-29

VOE

VANGUARD MID-CAP VALUE ETF

-10.73%

Shares1.2K

Event2026-06-30

Filed2026-07-29

IJH

ISHARES CORE S&P MID-CAP ETF

5.28%

Shares3.1K

Event2026-06-30

Filed2026-07-29

MASTERCARD INCORPORATED CL A

-2.46%

Shares436

Event2026-06-30

Filed2026-07-29

APPLIED MATLS INC COM

11.47%

Shares418

Event2026-06-30

Filed2026-07-29

SEIX

VIRTUS SEIX SENIOR LOAN ETF

2.09%

Shares10.0K

Event2026-06-30

Filed2026-07-29

EXPE

EXPEDIA GROUP INC COM NEW

-0.34%

Shares877

Event2026-06-30

Filed2026-07-29

GEV

GE VERNOVA INC COM

-2.98%

Shares228

Event2026-06-30

Filed2026-07-29

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

20.06%

Shares2.3K

Event2026-06-30

Filed2026-07-29

GSLC

TR ACTIVEBETA US LARGE CAP EQUITY ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-07-29

GE AEROSPACE COM NEW

8.86%

Shares639

Event2026-06-30

Filed2026-07-29

FNB

F N B CORP COM

0.69%

Shares11.5K

Event2026-06-30

Filed2026-07-29

VERIZON COMMUNICATIONS INC COM

-11.27%

Shares4.8K

Event2026-06-30

Filed2026-07-29

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.31%

Shares967

Event2026-06-30

Filed2026-07-29

COCA COLA CO COM

1.85%

Shares2.5K

Event2026-06-30

Filed2026-07-29

ISMD

INSPIRE SMALL/MID CAP ETF

0.43%

Shares4.2K

Event2026-06-30

Filed2026-07-29

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

7.97%

Shares3.6K

Event2026-06-30

Filed2026-07-29

GCOR

GOLDMAN SACHS ACCESS U.S. AGGREGATE BOND ETF

0.00%

Shares4.9K

Event2026-06-30

Filed2026-07-29

BAC

BANK OF AMER CORP COM

-1.54%

Shares3.1K

Event2026-06-30

Filed2026-07-29

ALTRIA GROUP INC COM

0.80%

Shares2.6K

Event2026-06-30

Filed2026-07-29

CVX

CHEVRON CORPORATION COM

-6.09%

Shares987

Event2026-06-30

Filed2026-07-29

VUG

VANGUARD GROWTH ETF

-2.64%

Shares2.2K

Event2026-06-30

Filed2026-07-29

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

6.65%

Shares2.2K

Event2026-06-30

Filed2026-07-29

VCSH

VANGUARD SHORT-TERM CORPORATE BOND ETF

14.57%

Shares2.3K

Event2026-06-30

Filed2026-07-29

SPIB

STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF

-20.67%

Shares5.6K

Event2026-06-30

Filed2026-07-29

CTSH

COGNIZANT TECHNOLOGY SOLUTIONS CL A

-2.14%

Shares4.2K

Event2026-06-30

Filed2026-07-29

COSTCO WHOLESALE CORPORATION COM

-15.70%

Shares188

Event2026-06-30

Filed2026-07-29

FWD

AB DISRUPTORS ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

PLD

PROLOGIS INC. COM

-1.89%

Shares1.2K

Event2026-06-30

Filed2026-07-29

DIS

DISNEY WALT CO COM

-13.90%

Shares1.8K

Event2026-06-30

Filed2026-07-29

GOLDMAN SACHS GROUP INC COM

-0.64%

Shares155

Event2026-06-30

Filed2026-07-29

SCHK

SCHWAB 1000 INDEX ETF

0.26%

Shares4.7K

Event2026-06-30

Filed2026-07-29

ETHA

ISHARES ETHEREUM TRUST ETF

40.88%

Shares11.6K

Event2026-06-30

Filed2026-07-29

SCHP

SCHWAB US TIPS ETF

-14.01%

Shares6.4K

Event2026-06-30

Filed2026-07-29

FDEC

FT VEST US EQUITY BUFFER ETF - DECEMBER

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-29

IEUR

ISHARES CORE MSCI EUROPE ETF

25.83%

Shares2.2K

Event2026-06-30

Filed2026-07-29

STIP

ISHARES 0-5 YEAR TIPS BOND ETF

135.77%

Shares1.6K

Event2026-06-30

Filed2026-07-29

NETFLIX INC. COM

-18.61%

Shares2.4K

Event2026-06-30

Filed2026-07-29

NUMG

NUVEEN ESG MID-CAP GROWTH ETF

0.00%

Shares3.5K

Event2026-06-30

Filed2026-07-29

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

-0.80%

Shares1.5K

Event2026-06-30

Filed2026-07-29

ETN

EATON CORP PLC SHS

4.62%

Shares385

Event2026-06-30

Filed2026-07-29

MORGAN STANLEY COM NEW

14.66%

Shares704

Event2026-06-30

Filed2026-07-29

TFI

STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF

0.12%

Shares3.4K

Event2026-06-30

Filed2026-07-29

VNQ

VANGUARD REAL ESTATE ETF

-0.13%

Shares1.5K

Event2026-06-30

Filed2026-07-29

WFC

WELLS FARGO & CO COM

-4.29%

Shares1.7K

Event2026-06-30

Filed2026-07-29

BLK

BLACKROCK INC COM

-4.35%

Shares132

Event2026-06-30

Filed2026-07-29

PARKER-HANNIFIN CORP COM

-8.39%

Shares142

Event2026-06-30

Filed2026-07-29

LRCX

LAM RESEARCH CORP COM NEW

-0.69%

Shares433

Event2026-06-30

Filed2026-07-29

CEG

CONSTELLATION ENERGY CORP COM

-0.20%

Shares498

Event2026-06-30

Filed2026-07-29

ACCENTURE PLC IRELAND SHS CLASS A

29.63%

Shares958

Event2026-06-30

Filed2026-07-29

EVERSOURCE ENERGY COM

0.17%

Shares1.8K

Event2026-06-30

Filed2026-07-29

CITIGROUP INC COM NEW

0.20%

Shares988

Event2026-06-30

Filed2026-07-29

BOXX

ALPHA ARCHITECT 1-3 MONTH BOX ETF

-3.42%

Shares1.1K

Event2026-06-30

Filed2026-07-29

RTX CORPORATION COM

1.69%

Shares662

Event2026-06-30

Filed2026-07-29

TJX

TJX COS INC NEW COM

-7.59%

Shares828

Event2026-06-30

Filed2026-07-29

MCD

MCDONALDS CORP COM

-11.66%

Shares485

Event2026-06-30

Filed2026-07-29

ADI

ANALOG DEVICES INC COM

-6.53%

Shares329

Event2026-06-30

Filed2026-07-29

S&P GLOBAL INC COM

4.96%

Shares296

Event2026-06-30

Filed2026-07-29

PRU

PRUDENTIAL FINL INC COM

-0.76%

Shares1.0K

Event2026-06-30

Filed2026-07-29

VAW

VANGUARD MATERIALS ETF

0.18%

Shares546

Event2026-06-30

Filed2026-07-29

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

-12.04%

Shares2.3K

Event2026-06-30

Filed2026-07-29

DWAS

INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

CROWDSTRIKE HLDGS INC CL A

355.32%

Shares642

Event2026-06-30

Filed2026-07-29

LCTD

ISHARES WORLD EX U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF

1.91%

Shares2.1K

Event2026-06-30

Filed2026-07-29

APH

AMPHENOL CORP CL A

0.00%

Shares756

Event2026-06-30

Filed2026-07-29

SERVICENOW INC COM

74.96%

Shares1.2K

Event2026-06-30

Filed2026-07-29

TXN

TEXAS INSTRS INC COM

15.80%

Shares403

Event2026-06-30

Filed2026-07-29

SUSB

ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF

New

Shares4.8K

Event2026-06-30

Filed2026-07-29

KLAC

KLA CORP COM NEW

815.00%

Shares549

Event2026-06-30

Filed2026-07-29

VOOG

VANGUARD S&P 500 GROWTH ETF

1.77%

Shares1.4K

Event2026-06-30

Filed2026-07-29

GILD

GILEAD SCIENCES INC COM

-7.54%

Shares883

Event2026-06-30

Filed2026-07-29

VBR

VANGUARD SMALL CAP VALUE ETF

-3.69%

Shares470

Event2026-06-30

Filed2026-07-29

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-27.52%

Shares482

Event2026-06-30

Filed2026-07-29

UBER

UBER TECHNOLOGIES INC COM

10.55%

Shares1.6K

Event2026-06-30

Filed2026-07-29

PFE

PFIZER INC COM

-5.55%

Shares4.5K

Event2026-06-30

Filed2026-07-29

GENERAL DYNAMICS CORP COM

-4.47%

Shares299

Event2026-06-30

Filed2026-07-29

CSX

CSX CORP COM

-5.10%

Shares2.2K

Event2026-06-30

Filed2026-07-29

COP

CONOCOPHILLIPS COM

-7.36%

Shares932

Event2026-06-30

Filed2026-07-29

HDV

ISHARES CORE HIGH DIVIDEND ETF

-6.14%

Shares3.9K

Event2026-06-30

Filed2026-07-29

TMO

THERMO FISHER SCIENTIFIC INC COM

-13.39%

Shares207

Event2026-06-30

Filed2026-07-29

ADP

AUTOMATIC DATA PROCESSING INC COM

34.64%

Shares447

Event2026-06-30

Filed2026-07-29

GEM

GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

CMI

CUMMINS INC COM

-6.32%

Shares163

Event2026-06-30

Filed2026-07-29

DTD

WISDOMTREE U.S. TOTAL DIVIDEND FUND

0.27%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS

-4.84%

Shares118

Event2026-06-30

Filed2026-07-29

SHEL

SHELL PLC SPON ADS

0.58%

Shares1.2K

Event2026-06-30

Filed2026-07-29

TIP

ISHARES TIPS BOND ETF

12.63%

Shares990

Event2026-06-30

Filed2026-07-29

THOMSON REUTERS CORP COM

New

Shares1.2K

Event2026-06-30

Filed2026-07-29

ACWX

ISHARES MSCI ACWI EX U.S. ETF

7.87%

Shares1.4K

Event2026-06-30

Filed2026-07-29

LQD

ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF

-31.05%

Shares968

Event2026-06-30

Filed2026-07-29

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-60.15%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VPL

VANGUARD FTSE PACIFIC ETF

1.33%

Shares913

Event2026-06-30

Filed2026-07-29

KKR

KKR & CO INC COM

-0.77%

Shares1.0K

Event2026-06-30

Filed2026-07-29

GIGB

GOLDMAN SACHS ACCESS INVESTMENT GRADE CORPORATE BOND ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

-11.94%

Shares900

Event2026-06-30

Filed2026-07-29

CMCSA

COMCAST CORP NEW CL A

-12.33%

Shares4.2K

Event2026-06-30

Filed2026-07-29

FIVA

FIDELITY INTERNATIONAL VALUE FACTOR ETF

52.42%

Shares2.5K

Event2026-06-30

Filed2026-07-29

SCHX

SCHWAB U.S. LARGE-CAP ETF

5.69%

Shares3.3K

Event2026-06-30

Filed2026-07-29

ORACLE CORP COM

-13.18%

Shares771

Event2026-06-30

Filed2026-07-29

ABNB

AIRBNB INC COM CL A

1.48%

Shares686

Event2026-06-30

Filed2026-07-29

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

7.84%

Shares825

Event2026-06-30

Filed2026-07-29

BTC

GRAYSCALE BITCOIN MINI TRUST ETF

242.38%

Shares3.3K

Event2026-06-30

Filed2026-07-29

AEP

AMERICAN ELEC PWR CO INC COM

0.70%

Shares718

Event2026-06-30

Filed2026-07-29

KMI

KINDER MORGAN INC DEL COM

4.95%

Shares2.9K

Event2026-06-30

Filed2026-07-29

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

15.98%

Shares595

Event2026-06-30

Filed2026-07-29

PEP

PEPSICO INC COM

-10.98%

Shares689

Event2026-06-30

Filed2026-07-29

PEY

INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF

0.73%

Shares3.7K

Event2026-06-30

Filed2026-07-29

JGRO

JPMORGAN ACTIVE GROWTH ETF

-2.33%

Shares965

Event2026-06-30

Filed2026-07-29

FIRST ADVANTAGE CORP NEW COM

0.00%

Shares4.6K

Event2026-06-30

Filed2026-07-29

BANK OF NY MELLON CORP COM

-3.07%

Shares568

Event2026-06-30

Filed2026-07-29

MNST

MONSTER BEVERAGE CORP NEW COM

-9.03%

Shares947

Event2026-06-30

Filed2026-07-29

ONEY

STATE STREET SPDR RUSSELL 1000 YIELD FOCUS ETF

0.58%

Shares692

Event2026-06-30

Filed2026-07-29

MEDTRONIC PLC SHS

17.16%

Shares1.1K

Event2026-06-30

Filed2026-07-29

QCOM

QUALCOMM INC COM

72.01%

Shares504

Event2026-06-30

Filed2026-07-29

ABT

ABBOTT LABORATORIES COM

46.62%

Shares868

Event2026-06-30

Filed2026-07-29

SEA LTD SPONSORD ADS

0.12%

Shares832

Event2026-06-30

Filed2026-07-29

IUSG

ISHARES CORE S&P U.S. GROWTH ETF

0.00%

Shares463

Event2026-06-30

Filed2026-07-29

TRANE TECHNOLOGIES PLC SHS

-4.74%

Shares181

Event2026-06-30

Filed2026-07-29

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

29.17%

Shares1.0K

Event2026-06-30

Filed2026-07-29

GGUS

MARKETBETA RUSSELL 1000 GROWTH EQUITY ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

SHW

SHERWIN WILLIAMS CO COM

-3.30%

Shares264

Event2026-06-30

Filed2026-07-29

IYW

ISHARES U.S. TECHNOLOGY ETF

-0.29%

Shares345

Event2026-06-30

Filed2026-07-29

NEXTERA ENERGY INC COM

-3.99%

Shares939

Event2026-06-30

Filed2026-07-29

ANET

ARISTA NETWORKS INC COM SHS

1.06%

Shares478

Event2026-06-30

Filed2026-07-29

ILCG

ISHARES MORNINGSTAR GROWTH ETF

206.72%

Shares730

Event2026-06-30

Filed2026-07-29

MCK

MCKESSON CORP COM

-8.93%

Shares102

Event2026-06-30

Filed2026-07-29

AJG

GALLAGHER ARTHUR J & CO COM

-8.85%

Shares340

Event2026-06-30

Filed2026-07-29

EQH

EQUITABLE HLDGS INC COM

-17.09%

Shares1.7K

Event2026-06-30

Filed2026-07-29

BBUS

JPMORGAN BETABUILDERS U.S. EQUITY ETF

1.85%

Shares607

Event2026-06-30

Filed2026-07-29

ASTRAZENECA PLC ORD

-6.29%

Shares477

Event2026-06-30

Filed2026-07-29

LOW

LOWES COS INC COM

-15.05%

Shares395

Event2026-06-30

Filed2026-07-29

SPLB

STATE STREET SPDR PORTFOLIO LONG TERM CORPORATE BOND ETF

10.65%

Shares3.7K

Event2026-06-30

Filed2026-07-29

SCHW

SCHWAB CHARLES CORP COM

-3.40%

Shares796

Event2026-06-30

Filed2026-07-29

UNP

UNION PAC CORP COM

0.00%

Shares274

Event2026-06-30

Filed2026-07-29

AMGN

AMGEN INC COM

-0.90%

Shares219

Event2026-06-30

Filed2026-07-29

BKNG

BOOKING HOLDINGS INC COM

3.92%

Shares451

Event2026-06-30

Filed2026-07-29

ICF

ISHARES SELECT U.S. REIT ETF

0.52%

Shares1.2K

Event2026-06-30

Filed2026-07-29

FSEC

FIDELITY INVESTMENT GRADE SECURITIZED ETF

0.05%

Shares1.8K

Event2026-06-30

Filed2026-07-29

CONSOLIDATED EDISON INC COM

1.43%

Shares711

Event2026-06-30

Filed2026-07-29

PYPL

PAYPAL HLDGS INC COM

-6.11%

Shares1.4K

Event2026-06-30

Filed2026-07-29

FREEPORT MCMORAN INC CL B

-3.72%

Shares1.2K

Event2026-06-30

Filed2026-07-29

WDIV

STATE STREET SPDR S&P GLOBAL DIVIDEND ETF

1.83%

Shares948

Event2026-06-30

Filed2026-07-29

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

0.40%

Shares1.3K

Event2026-06-30

Filed2026-07-29

EME

EMCOR GROUP INC COM

-11.97%

Shares103

Event2026-06-30

Filed2026-07-29

GSID

MARKETBETA INTL EQUITY ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

JBND

JPMORGAN ACTIVE BOND ETF

4.04%

Shares1.5K

Event2026-06-30

Filed2026-07-29

TRAVELERS COMPANIES INC COM

2.46%

Shares208

Event2026-06-30

Filed2026-07-29

QUANTA SVCS INC COM

-7.69%

Shares120

Event2026-06-30

Filed2026-07-29

WELL

WELLTOWER INC COM

-0.95%

Shares314

Event2026-06-30

Filed2026-07-29

EXC

EXELON CORP COM

4.18%

Shares1.6K

Event2026-06-30

Filed2026-07-29

NVS

NOVARTIS AG SPONSORED ADR

-0.20%

Shares501

Event2026-06-30

Filed2026-07-29

VANGUARD TOTAL WORLD STOCK ETF

0.20%

Shares490

Event2026-06-30

Filed2026-07-29

VTV

VANGUARD VALUE ETF

-5.95%

Shares348

Event2026-06-30

Filed2026-07-29

USB

US BANCORP COM NEW

-0.09%

Shares1.2K

Event2026-06-30

Filed2026-07-29

PALANTIR TECHNOLOGIES INC CL A

-11.44%

Shares604

Event2026-06-30

Filed2026-07-29

PFF

ISHARES PREFERRED & INCOME SECURITIES ETF

1.36%

Shares2.5K

Event2026-06-30

Filed2026-07-29

COIN

COINBASE GLOBAL INC COM CL A

-3.65%

Shares449

Event2026-06-30

Filed2026-07-29

PHM

PULTE GROUP INC COM

-0.51%

Shares588

Event2026-06-30

Filed2026-07-29

DBB

INVESCO DB BASE METALS FUND

-0.03%

Shares3.0K

Event2026-06-30

Filed2026-07-29

DAL

DELTA AIR LINES INC COM NEW

-1.69%

Shares874

Event2026-06-30

Filed2026-07-29

PAYX

PAYCHEX INC COM

36.59%

Shares657

Event2026-06-30

Filed2026-07-29

JNK

STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF

-10.12%

Shares746

Event2026-06-30

Filed2026-07-29

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

-24.37%

Shares602

Event2026-06-30

Filed2026-07-29

APOLLO GLOBAL MGMT INC COM

4.21%

Shares594

Event2026-06-30

Filed2026-07-29

IWD

ISHARES RUSSELL 1000 VALUE ETF

-13.50%

Shares282

Event2026-06-30

Filed2026-07-29

DATADOG INC CL A COM

5.22%

Shares282

Event2026-06-30

Filed2026-07-29

GLW

CORNING INC COM

2.98%

Shares449

Event2026-06-30

Filed2026-07-29

SLV

ISHARES SILVER TRUST

-1.54%

Shares1.3K

Event2026-06-30

Filed2026-07-29

PGR

PROGRESSIVE CORP COM

15.86%

Shares336

Event2026-06-30

Filed2026-07-29

MGK

VANGUARD MEGA CAP GROWTH ETF

-0.38%

Shares788

Event2026-06-30

Filed2026-07-29

EMB

ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF

-48.01%

Shares719

Event2026-06-30

Filed2026-07-29

CLOUDFLARE INC CL A COM

-6.99%

Shares253

Event2026-06-30

Filed2026-07-29

GWW

WW GRAINGER INC COM

2.04%

Shares50

Event2026-06-30

Filed2026-07-29

FAST

FASTENAL CO COM

1.57%

Shares1.5K

Event2026-06-30

Filed2026-07-29

WDC

WESTERN DIGITAL CORP COM

-8.33%

Shares121

Event2026-06-30

Filed2026-07-29

SPOTIFY TECHNOLOGY S A SHS

30.28%

Shares142

Event2026-06-30

Filed2026-07-29

ABFL

ABACUS FCF LEADERS ETF

0.00%

Shares802

Event2026-06-30

Filed2026-07-29

IGSB

ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF

0.79%

Shares1.3K

Event2026-06-30

Filed2026-07-29

ZECP

ZACKS EARNINGS CONSISTENT PORTFOLIO ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-29

DHR

DANAHER CORP DEL COM

-11.43%

Shares372

Event2026-06-30

Filed2026-07-29

IDEXX LABS INC COM

24.49%

Shares122

Event2026-06-30

Filed2026-07-29

NVO

NOVO-NORDISK A S ADR

30.86%

Shares1.4K

Event2026-06-30

Filed2026-07-29

IFRA

ISHARES U.S. INFRASTRUCTURE ETF

0.29%

Shares1.1K

Event2026-06-30

Filed2026-07-29

CASY

CASEYS GEN STORES INC COM

-13.64%

Shares76

Event2026-06-30

Filed2026-07-29

WBD

WARNER BROS DISCOVERY INC COM SER A

-0.28%

Shares2.5K

Event2026-06-30

Filed2026-07-29

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

1.09%

Shares1.3K

Event2026-06-30

Filed2026-07-29

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

9.77%

Shares1.3K

Event2026-06-30

Filed2026-07-29

FCF

FIRST COMWLTH FINL CORP PA COM

0.73%

Shares3.1K

Event2026-06-30

Filed2026-07-29

STRATEGY INC CL A NEW

-7.97%

Shares635

Event2026-06-30

Filed2026-07-29

IGM

ISHARES EXPANDED TECH SECTOR ETF

-3.59%

Shares403

Event2026-06-30

Filed2026-07-29

ISRG

INTUITIVE SURGICAL INC COM NEW

-11.06%

Shares185

Event2026-06-30

Filed2026-07-29

WEC

WEC ENERGY GROUP INC COM

-7.04%

Shares555

Event2026-06-30

Filed2026-07-29

SBUX

STARBUCKS CORP COM

-10.50%

Shares605

Event2026-06-30

Filed2026-07-29

HSBC

HSBC HLDGS PLC SPON ADR NEW

2.52%

Shares610

Event2026-06-30

Filed2026-07-29

FELC

FIDELITY ENHANCED LARGE CAP CORE ETF

New

Shares1.5K

Event2026-06-30

Filed2026-07-29

ROST

ROSS STORES INC COM

-4.01%

Shares263

Event2026-06-30

Filed2026-07-29

ALERIAN MLP ETF

-33.78%

Shares1.1K

Event2026-06-30

Filed2026-07-29

VRTX

VERTEX PHARMACEUTICALS INC COM

12.07%

Shares130

Event2026-06-30

Filed2026-07-29

CRM

SALESFORCE INC COM

-18.44%

Shares376

Event2026-06-30

Filed2026-07-29

NVT

NVENT ELEC PLC SHS

-29.43%

Shares386

Event2026-06-30

Filed2026-07-29

FNDC

SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF

0.56%

Shares1.3K

Event2026-06-30

Filed2026-07-29

BOEING CO COM

-7.64%

Shares290

Event2026-06-30

Filed2026-07-29

ENSG

ENSIGN GROUP INC COM

-9.67%

Shares355

Event2026-06-30

Filed2026-07-29

EOS

EATON VANCE ENHANCED EQUITY IN COM

1.33%

Shares2.8K

Event2026-06-30

Filed2026-07-29

UBS

UBS GROUP AG SHS

-0.52%

Shares1.1K

Event2026-06-30

Filed2026-07-29

HEI

HEICO CORP NEW COM

-0.56%

Shares178

Event2026-06-30

Filed2026-07-29

FDMO

FIDELITY MOMENTUM FACTOR ETF

-0.16%

Shares625

Event2026-06-30

Filed2026-07-29

CURTISS WRIGHT CORP COM

2.53%

Shares81

Event2026-06-30

Filed2026-07-29

FDRR

FIDELITY DIVIDEND ETF FOR RISING RATES

0.00%

Shares883

Event2026-06-30

Filed2026-07-29

BP PLC SPONSORED ADR

-1.38%

Shares1.4K

Event2026-06-30

Filed2026-07-29

CHUBB LIMITED COM

-12.82%

Shares170

Event2026-06-30

Filed2026-07-29

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

-0.39%

Shares511

Event2026-06-30

Filed2026-07-29

SYK

STRYKER CORPORATION COM

1.08%

Shares188

Event2026-06-30

Filed2026-07-29

JOHNSON CTLS INTL PLC SHS

-3.55%

Shares408

Event2026-06-30

Filed2026-07-29

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

0.00%

Shares513

Event2026-06-30

Filed2026-07-29

DUK

DUKE ENERGY CORP NEW COM NEW

5.59%

Shares453

Event2026-06-30

Filed2026-07-29

CMG

CHIPOTLE MEXICAN GRILL INC COM

-9.73%

Shares1.8K

Event2026-06-30

Filed2026-07-29

ROYAL BK CDA COM

-4.53%

Shares274

Event2026-06-30

Filed2026-07-29

ICLN

ISHARES GLOBAL CLEAN ENERGY ETF

New

Shares3.1K

Event2026-06-30

Filed2026-07-29

INTU

INTUIT COM

-14.41%

Shares202

Event2026-06-30

Filed2026-07-29

LMT

LOCKHEED MARTIN CORP COM

-9.68%

Shares112

Event2026-06-30

Filed2026-07-29

GSSC

TR ACTIVEBETA US SMALL CAP EQUITY ETF

0.00%

Shares636

Event2026-06-30

Filed2026-07-29

EHC

ENCOMPASS HEALTH CORP COM

0.00%

Shares511

Event2026-06-30

Filed2026-07-29

COF

CAPITAL ONE FINL CORP COM

-0.71%

Shares280

Event2026-06-30

Filed2026-07-29

FDX

FEDEX CORP COM

3.55%

Shares175

Event2026-06-30

Filed2026-07-29

MPWR

MONOLITHIC PWR SYS INC COM

-13.04%

Shares40

Event2026-06-30

Filed2026-07-29

SNDK

SANDISK CORP COM

0.00%

Shares35

Event2026-06-30

Filed2026-07-29

FIRSTENERGY CORP COM

3.28%

Shares1.1K

Event2026-06-30

Filed2026-07-29

ROYAL CARIBBEAN GROUP COM

2.09%

Shares195

Event2026-06-30

Filed2026-07-29

HIMS

HIMS & HERS HEALTH INC COM CL A

6.42%

Shares1.8K

Event2026-06-30

Filed2026-07-29

MDLZ

MONDELEZ INTL INC CL A

0.56%

Shares900

Event2026-06-30

Filed2026-07-29

LHX

L3HARRIS TECHNOLOGIES INC COM

-13.51%

Shares192

Event2026-06-30

Filed2026-07-29

SNOWFLAKE INC COM SHS

10.38%

Shares202

Event2026-06-30

Filed2026-07-29

AEE

AMEREN CORP COM

-5.49%

Shares482

Event2026-06-30

Filed2026-07-29

CVS

CVS HEALTH CORP COM

9.91%

Shares499

Event2026-06-30

Filed2026-07-29

TORONTO DOMINION BK ONT COM NEW

-4.73%

Shares443

Event2026-06-30

Filed2026-07-29

ORLY

OREILLY AUTOMOTIVE INC COM

-20.28%

Shares621

Event2026-06-30

Filed2026-07-29

MMC

MARSH & MCLENNAN COS INC COM

-17.84%

Shares304

Event2026-06-30

Filed2026-07-29

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

-2.05%

Shares1.1K

Event2026-06-30

Filed2026-07-29

RJF

RAYMOND JAMES FINL INC COM

-9.51%

Shares314

Event2026-06-30

Filed2026-07-29

BTI

BRITISH AMERN TOB PLC SPONSORED ADR

33.54%

Shares848

Event2026-06-30

Filed2026-07-29

TER

TERADYNE INC COM

0.00%

Shares142

Event2026-06-30

Filed2026-07-29

EQIX

EQUINIX INC COM

-1.96%

Shares50

Event2026-06-30

Filed2026-07-29

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-23.91%

Shares665

Event2026-06-30

Filed2026-07-29

TLT

ISHARES 20 YEAR TREASURY BOND ETF

123.64%

Shares615

Event2026-06-30

Filed2026-07-29

DLR

DIGITAL RLTY TR INC COM

2.14%

Shares287

Event2026-06-30

Filed2026-07-29

FERG

FERGUSON ENTERPRISES INC COMMON STOCK NEW

1.37%

Shares222

Event2026-06-30

Filed2026-07-29

VIK

VIKING HOLDINGS LTD ORD SHS

5.61%

Shares508

Event2026-06-30

Filed2026-07-29

MSTY

YIELDMAX MSTR OPTION INCOME STRATEGY ETF

12.56%

Shares3.8K

Event2026-06-30

Filed2026-07-29

PNC

PNC FINL SVCS GROUP INC COM

-8.33%

Shares198

Event2026-06-30

Filed2026-07-29

MAR

MARRIOTT INTL INC NEW CL A

-14.74%

Shares133

Event2026-06-30

Filed2026-07-29

FBND

FIDELITY TOTAL BOND ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-29

FCOR

FIDELITY CORPORATE BOND ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

HYG

ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

-22.29%

Shares610

Event2026-06-30

Filed2026-07-29

BDVL

ISHARES DISCIPLINED VOLATILITY EQUITY ACTIVE ETF TRUST UNIT

0.86%

Shares1.9K

Event2026-06-30

Filed2026-07-29

APPLOVIN CORP COM CL A

2.63%

Shares117

Event2026-06-30

Filed2026-07-29

ELECTRONIC ARTS INC COM

-4.96%

Shares230

Event2026-06-30

Filed2026-07-29

CBOE

CBOE GLOBAL MKTS INC COM

-7.10%

Shares170

Event2026-06-30

Filed2026-07-29

3M CO COM

-4.11%

Shares280

Event2026-06-30

Filed2026-07-29

QNITY ELECTRONICS INC COMMON STOCK

-4.71%

Shares344

Event2026-06-30

Filed2026-07-29

UAL

UNITED AIRLS HLDGS INC COM

1.75%

Shares406

Event2026-06-30

Filed2026-07-29

ASTS

AST SPACEMOBILE INC COM CL A

132.83%

Shares766

Event2026-06-30

Filed2026-07-29

SPHB

INVESCO S&P 500 HIGH BETA ETF

-0.30%

Shares327

Event2026-06-30

Filed2026-07-29

VANGUARD MID-CAP ETF

-56.76%

Shares585

Event2026-06-30

Filed2026-07-29

RINF

PROSHARES INFLATION EXPECTATIONS ETF

0.70%

Shares1.4K

Event2026-06-30

Filed2026-07-29

AOK

ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF

-7.67%

Shares1.1K

Event2026-06-30

Filed2026-07-29

SRLN

STATE STREET BLACKSTONE SENIOR LOAN ETF

1.15%

Shares1.1K

Event2026-06-30

Filed2026-07-29

CANADIAN PACIFIC KANSAS CITY COM

-0.20%

Shares506

Event2026-06-30

Filed2026-07-29

TPR

TAPESTRY INC COM

0.95%

Shares318

Event2026-06-30

Filed2026-07-29

SMFG

SUMITOMO MITSUI FIN GRP INC SPONSORED ADR

-7.95%

Shares1.7K

Event2026-06-30

Filed2026-07-29

BMY

BRISTOL-MYERS SQUIBB CO COM

-7.12%

Shares744

Event2026-06-30

Filed2026-07-29

FELG

FIDELITY ENHANCED LARGE CAP GROWTH ETF

0.00%

Shares1.0K

Event2026-06-30

Filed2026-07-29

COLGATE PALMOLIVE CO COM

0.82%

Shares490

Event2026-06-30

Filed2026-07-29

CDNS

CADENCE DESIGN SYSTEM INC COM

0.76%

Shares133

Event2026-06-30

Filed2026-07-29

BDYN

ISHARES DYNAMIC EQUITY ACTIVE ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-07-29

FMDE

FIDELITY ENHANCED MID CAP CORE ETF

0.09%

Shares1.1K

Event2026-06-30

Filed2026-07-29

TOST

TOAST INC CL A

10.16%

Shares1.5K

Event2026-06-30

Filed2026-07-29

PSX

PHILLIPS 66 COM

8.81%

Shares210

Event2026-06-30

Filed2026-07-29

DHI

D R HORTON INC COM

-5.45%

Shares312

Event2026-06-30

Filed2026-07-29

ZETA

ZETA GLOBAL HOLDINGS CORP CL A

0.00%

Shares2.2K

Event2026-06-30

Filed2026-07-29

VTR

VENTAS INC COM

228.47%

Shares450

Event2026-06-30

Filed2026-07-29

MRVL

MARVELL TECHNOLOGY INC COM

15.64%

Shares207

Event2026-06-30

Filed2026-07-29

FISERV INC COM

16.11%

Shares865

Event2026-06-30

Filed2026-07-29

BANCO SANTANDER SA ADR

-8.78%

Shares3.1K

Event2026-06-30

Filed2026-07-29

NZF

NUVEEN MUN CR INCOME FD COM SH BEN INT

0.00%

Shares3.4K

Event2026-06-30

Filed2026-07-29

TILT

FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND

0.00%

Shares154

Event2026-06-30

Filed2026-07-29

CRDO

CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES

-13.08%

Shares186

Event2026-06-30

Filed2026-07-29

NEA

NUVEEN AMT FREE QLTY MUN INCME COM

0.00%

Shares3.7K

Event2026-06-30

Filed2026-07-29

DOMINION ENERGY INC COM

0.68%

Shares595

Event2026-06-30

Filed2026-07-29

IBB

ISHARES BIOTECHNOLOGY ETF

9.22%

Shares225

Event2026-06-30

Filed2026-07-29

MUFG

MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS

8.00%

Shares1.9K

Event2026-06-30

Filed2026-07-29

TRGP

TARGA RES CORP COM

-8.64%

Shares148

Event2026-06-30

Filed2026-07-29

ETHE

GRAYSCALE ETHEREUM STAKING ETF

0.00%

Shares2.7K

Event2026-06-30

Filed2026-07-29

DEERE & CO COM

-6.76%

Shares69

Event2026-06-30

Filed2026-07-29

PBH

PRESTIGE CONSMR HEALTHCARE INC COM

9.07%

Shares854

Event2026-06-30

Filed2026-07-29

SNA

SNAP ON INC COM

-12.71%

Shares103

Event2026-06-30

Filed2026-07-29

GTIP

GOLDMAN SACHS ACCESS INFLATION PROTECTED USD BOND ETF

0.00%

Shares869

Event2026-06-30

Filed2026-07-29

SMMD

ISHARES RUSSELL 2500 ETF

2.22%

Shares461

Event2026-06-30

Filed2026-07-29

SLYV

STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF

-51.48%

Shares376

Event2026-06-30

Filed2026-07-29

AFL

AFLAC INC COM

-3.49%

Shares332

Event2026-06-30

Filed2026-07-29

AGILENT TECHNOLOGIES INC COM

-21.08%

Shares307

Event2026-06-30

Filed2026-07-29

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

0.67%

Shares450

Event2026-06-30

Filed2026-07-29

JIRE

JPMORGAN INTERNATIONAL RESEARCH ENHANCED EQUITY ETF

2.93%

Shares492

Event2026-06-30

Filed2026-07-29

TOPT

ISHARES TOP 20 U.S. STOCKS ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

QLC

FLEXSHARES US QUALITY LARGE CAP INDEX FUND

0.00%

Shares442

Event2026-06-30

Filed2026-07-29

FGDL

FRANKLIN RESPONSIBLY SOURCED GOLD ETF

34.01%

Shares725

Event2026-06-30

Filed2026-07-29

BBVA

BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR

-21.65%

Shares1.5K

Event2026-06-30

Filed2026-07-29

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares778

Event2026-06-30

Filed2026-07-29

FTNT

FORTINET INC COM

8.51%

Shares255

Event2026-06-30

Filed2026-07-29

HOOD

ROBINHOOD MKTS INC COM CL A

14.55%

Shares378

Event2026-06-30

Filed2026-07-29

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

-43.20%

Shares238

Event2026-06-30

Filed2026-07-29

IBN

ICICI BANK LIMITED ADR

0.00%

Shares1.3K

Event2026-06-30

Filed2026-07-29

OEF

ISHARES S&P 100 ETF

-76.39%

Shares106

Event2026-06-30

Filed2026-07-29

CRANE COMPANY COMMON STOCK

-5.85%

Shares177

Event2026-06-30

Filed2026-07-29

GNR

STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF

1.12%

Shares540

Event2026-06-30

Filed2026-07-29

ARM

ARM HOLDINGS PLC SPONSORED ADS

-5.63%

Shares134

Event2026-06-30

Filed2026-07-29

XLB

STATE STREET MATERIALS SELECT SECTOR SPDR ETF

549.57%

Shares747

Event2026-06-30

Filed2026-07-29

PID

INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF

1.41%

Shares1.7K

Event2026-06-30

Filed2026-07-29

WMB

WILLIAMS COS INC COM

5.83%

Shares508

Event2026-06-30

Filed2026-07-29

CME

CME GROUP INC COM

-26.70%

Shares151

Event2026-06-30

Filed2026-07-29

NKE

NIKE INC CL B

34.64%

Shares890

Event2026-06-30

Filed2026-07-29

WST

WEST PHARMACEUTICAL SVSC INC COM

-0.95%

Shares104

Event2026-06-30

Filed2026-07-29

ACWV

ISHARES MSCI GLOBAL MIN VOL FACTOR ETF

0.66%

Shares306

Event2026-06-30

Filed2026-07-29

PSA

PUBLIC STORAGE COM

-1.67%

Shares118

Event2026-06-30

Filed2026-07-29

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

38.19%

Shares655

Event2026-06-30

Filed2026-07-29

RVMD

REVOLUTION MEDICINES INC COM

2.58%

Shares199

Event2026-06-30

Filed2026-07-29

PSMT

PRICESMART INC COM

-0.51%

Shares195

Event2026-06-30

Filed2026-07-29

ARCH CAP GROUP LTD ORD

-13.65%

Shares367

Event2026-06-30

Filed2026-07-29

TDVG

T. ROWE PRICE DIVIDEND GROWTH ETF

0.00%

Shares731

Event2026-06-30

Filed2026-07-29

LFUS

LITTELFUSE INC COM

-5.49%

Shares86

Event2026-06-30

Filed2026-07-29

SLF

SUN LIFE FINANCIAL INC. COM

0.00%

Shares441

Event2026-06-30

Filed2026-07-29

FEGE

FIRST EAGLE GLOBAL EQUITY ETF

0.00%

Shares723

Event2026-06-30

Filed2026-07-29

AZO

AUTOZONE INC COM

0.00%

Shares12

Event2026-06-30

Filed2026-07-29

UNITY SOFTWARE INC COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

IYT

ISHARES US TRANSPORTATION ETF

4.95%

Shares403

Event2026-06-30

Filed2026-07-29

STATE STREET UTILITIES SELECT SECTOR SPDR ETF

9.84%

Shares770

Event2026-06-30

Filed2026-07-29

NYT

NEW YORK TIMES CO MTN BE CL A

5.48%

Shares481

Event2026-06-30

Filed2026-07-29

VRT

VERTIV HOLDINGS CO COM CL A

-10.77%

Shares116

Event2026-06-30

Filed2026-07-29

EDWARDS LIFESCIENCES CORP COM

2.74%

Shares413

Event2026-06-30

Filed2026-07-29

ISHARES CORE MSCI EAFE ETF

4.97%

Shares359

Event2026-06-30

Filed2026-07-29

QUIZ

ZACKS QUALITY INTERNATIONAL ETF

0.00%

Shares1.2K

Event2026-06-30

Filed2026-07-29

SLB

SLB LIMITED COM STK

-17.24%

Shares725

Event2026-06-30

Filed2026-07-29

HWM

HOWMET AEROSPACE INC COM

16.04%

Shares123

Event2026-06-30

Filed2026-07-29

SOFI

SOFI TECHNOLOGIES INC COM

-4.24%

Shares2.0K

Event2026-06-30

Filed2026-07-29

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

0.00%

Shares272

Event2026-06-30

Filed2026-07-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available