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The Analysis of FIRST MERCHANTS CORP's Holdings & P&L

Currently, FIRST MERCHANTS CORP holds 359 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in SGOV (+102.5K shares, valued at $10.3M), N/A (+711.8K shares, valued at $7.2M), BSV (+74.1K shares, valued at $5.8M); decreased their positions in N/A (-26.7M shares, valued at $26.7M), N/A (-34.2K shares, valued at $7.3M), ADP (-26.7K shares, valued at $5.4M); initiated new positions in SGOV (+102.5K shares, valued at $10.3M), KMI (+13.1K shares, valued at $438.6K), VTRS (+20.0K shares, valued at $270.2K).

1M P&L

+36.0M+2.76%

3M P&L

-180.2M-11.84%

HY P&L

-123.5M-8.42%

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/A515.6M

41.6%

2Drug Manufacturers - General77.9M

6.3%

3Software - Infrastructure51.4M

4.2%

Top Industries by Stock Count

1N/A73 stocks

36.3%

2Banks - Regional6 stocks

3.0%

3Software - Application6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FMPW INST MONEY FMPW INST MONEY181.1M shares-12.87%2026-03-312026-04-16

VANGUARD 500 INDEX A VANGUARD 500 INDEX A212.4K shares-0.60%2026-03-312026-04-16

FED SH INTRM TTL BD FED SH INTRM TTL BD9.7M shares7.96%2026-03-312026-04-16

FED TTL RET BD CL R6 FED TTL RET BD CL R610.1M shares5.16%2026-03-312026-04-16

BSV VANGUARD SHORT TERM883.4K shares9.15%2026-03-312026-04-16

VANGUARD MID-CAP AD VANGUARD MID-CAP AD176.9K shares-2.32%2026-03-312026-04-16

ALPHABET CL A ALPHABET CL A182.2K shares-2.71%2026-03-312026-04-16

SCHWAB FDMTL INTL LC SCHWAB FDMTL INTL LC3.5M shares2.58%2026-03-312026-04-16

Sponsored

AAPL APPLE INC201.0K shares-1.19%2026-03-312026-04-16

LLY LILLY ELI & CO, COM50.2K shares-0.62%2026-03-312026-04-16

BROADCOM INC NPV BROADCOM INC NPV138.0K shares-7.78%2026-03-312026-04-16

VANGUARD EQUITY VANGUARD EQUITY403.3K shares2.82%2026-03-312026-04-16

MSFT MICROSOFT CORP100.6K shares-4.35%2026-03-312026-04-16

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF61.0K shares8.44%2026-03-312026-04-16

FIDELITY CONTRAFUND FIDELITY CONTRAFUND1.5M shares0.83%2026-03-312026-04-16

NORTH ULT-SH FIX INC NORTH ULT-SH FIX INC3.3M shares6.32%2026-03-312026-04-16

Sponsored

AGG AGGREGATE BOND ISHR317.7K shares-0.72%2026-03-312026-04-16

VANGUARD SHORT TERM VANGUARD SHORT TERM3.0M shares6.25%2026-03-312026-04-16

IYW TECH ISHARES ETF165.8K shares-2.49%2026-03-312026-04-16

NVDA NVIDIA CORP169.6K shares1.09%2026-03-312026-04-16

IVW S&P 500 GR ISHR255.6K shares-2.17%2026-03-312026-04-16

AMZN AMAZON136.0K shares3.90%2026-03-312026-04-16

VGT VG INFO TECH ETF39.3K shares0.73%2026-03-312026-04-16

IJR S&P S/C 600 CR ISHR212.5K shares-2.61%2026-03-312026-04-16

Sponsored

JANUS ENTERPRISE JANUS ENTERPRISE192.5K shares6.14%2026-03-312026-04-16

PZENA EMERGING MKT PZENA EMERGING MKT1.6M shares25.55%2026-03-312026-04-16

APH AMPHENOL CORPORATION190.3K shares-8.81%2026-03-312026-04-16

VANGUARD SMALLCAP AD VANGUARD SMALLCAP AD190.3K shares-4.95%2026-03-312026-04-16

VANGUARD INTL GR ADM VANGUARD INTL GR ADM220.3K shares11.74%2026-03-312026-04-16

MFS MIDCAP VALUE R6 MFS MIDCAP VALUE R6740.4K shares9.00%2026-03-312026-04-16

JPM J P MORGAN CHASE79.1K shares-1.95%2026-03-312026-04-16

BIV VAN INTER-TERM300.2K shares2.21%2026-03-312026-04-16

Sponsored

LAM RESEARCH LAM RESEARCH103.8K shares-24.81%2026-03-312026-04-16

WMT WAL MART STORES INC174.0K shares-1.48%2026-03-312026-04-16

AVUV AVANTIS US SMALL CAP188.4K shares7.60%2026-03-312026-04-16

FRME FIRST MERCHANTS CORP525.2K shares-1.79%2026-03-312026-04-16

V VISA61.5K shares-0.04%2026-03-312026-04-16

VANGUARD TAX EXEMPT VANGUARD TAX EXEMPT1.4M shares7.01%2026-03-312026-04-16

IVE S&P 500 VAL ISHR86.7K shares-0.17%2026-03-312026-04-16

SYK STRYKER CORP54.8K shares-2.56%2026-03-312026-04-16

Sponsored

MORGAN STANLEY INTL MORGAN STANLEY INTL694.1K shares12.10%2026-03-312026-04-16

IEFA ISHARES TR CORE MSCI187.6K shares13.15%2026-03-312026-04-16

COST COSTCO WHOLESALE16.7K shares-0.85%2026-03-312026-04-16

VANGUARD TOTAL BOND VANGUARD TOTAL BOND1.7M shares3.13%2026-03-312026-04-16

TJX TJX COS INC102.5K shares-2.87%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON CO65.1K shares0.42%2026-03-312026-04-16

VANGUARD GRW IND ADM VANGUARD GRW IND ADM70.0K shares-2.90%2026-03-312026-04-16

WCM FOCUSED INTL GR WCM FOCUSED INTL GR626.0K shares-1.96%2026-03-312026-04-16

Sponsored

LOW LOWE'S COMPANIES62.8K shares-1.33%2026-03-312026-04-16

DODGE & COX INCOME DODGE & COX INCOME1.1M shares2.92%2026-03-312026-04-16

WCM FOCUSED EMRG MKT WCM FOCUSED EMRG MKT706.4K shares7.70%2026-03-312026-04-16

CB CHUBB LIMITED41.8K shares-3.36%2026-03-312026-04-16

VANGUARD S/T INV GR VANGUARD S/T INV GR1.3M shares1.82%2026-03-312026-04-16

META META PLATFORMS INC22.2K shares3.34%2026-03-312026-04-16

IJJ S&P M/C 400 VAL ISHR93.3K shares-2.19%2026-03-312026-04-16

GSY INVESCO243.7K shares0.39%2026-03-312026-04-16

Sponsored

ABBV ABBVIE56.0K shares-0.53%2026-03-312026-04-16

IJK S&P M/C 400 GR ISHR120.8K shares-2.76%2026-03-312026-04-16

SPY S&P 500 SPDR18.5K shares-1.40%2026-03-312026-04-16

HON HONEYWELL INTL INC51.9K shares2.24%2026-03-312026-04-16

SCHW CHARLES SCHWAB CORP123.2K shares2.89%2026-03-312026-04-16

BLACKROCK BLACKROCK11.4K shares0.82%2026-03-312026-04-16

PG PROCTER & GAMBLE CO,73.6K shares6.37%2026-03-312026-04-16

VANGUARD VALUE VANGUARD VALUE138.1K shares-5.60%2026-03-312026-04-16

Sponsored

SGOV ISHARES 0-3 MO TRS102.5K sharesnew addition2026-03-312026-04-16

LINDE PLC LINDE PLC20.6K shares6.38%2026-03-312026-04-16

GRANT COUNTY STATE GRANT COUNTY STATE8.3K shares-2.70%2026-03-312026-04-16

ORLY O'REILLY AUTO109.1K shares3.69%2026-03-312026-04-16

MDY S&P 400 MID-CAP SPDR15.5K shares-0.34%2026-03-312026-04-16

FRANKLIN ELECTRIC FRANKLIN ELECTRIC100.0K shares0.00%2026-03-312026-04-16

XOM EXXON MOBIL CORP54.3K shares-0.08%2026-03-312026-04-16

VONV VANGUARD RUSSELL 1000 VALUE IND97.1K shares10.97%2026-03-312026-04-16

Sponsored

AME AMETEK INC42.4K shares10.80%2026-03-312026-04-16

XLK TECHNOLOGY SEL ISH68.1K shares4.37%2026-03-312026-04-16

VANGUARD LIMITED TAX VANGUARD LIMITED TAX823.9K shares2.06%2026-03-312026-04-16

ACCENTURE PLC ACCENTURE PLC44.3K shares0.00%2026-03-312026-04-16

NEE NEXTERA ENERGY93.1K shares-0.53%2026-03-312026-04-16

IWP RUSSEL MC GR IN ISH66.5K shares-3.16%2026-03-312026-04-16

XLV HEALTHCARE SPDR57.8K shares-15.54%2026-03-312026-04-16

EOG EOG RESOURCES INC58.0K shares-1.85%2026-03-312026-04-16

Sponsored

SPGI S&P GLOBAL19.7K shares18.38%2026-03-312026-04-16

GS FIN SQ GOVT GS FIN SQ GOVT8.2M shares15.64%2026-03-312026-04-16

FTNT FORTINET99.3K shares4.45%2026-03-312026-04-16

MCD MCDONALD'S CORP, COM25.9K shares5.22%2026-03-312026-04-16

BAE SYSTEMS PLC ADR BAE SYSTEMS PLC ADR68.4K shares1.26%2026-03-312026-04-16

HD HOME DEPOT INC24.1K shares-2.67%2026-03-312026-04-16

NORTHERN MIDCAP NORTHERN MIDCAP365.3K shares-7.58%2026-03-312026-04-16

PEP PEPSICO INC49.5K shares-3.59%2026-03-312026-04-16

Sponsored

VANGUARD HIGH DIV YD VANGUARD HIGH DIV YD165.3K shares-2.64%2026-03-312026-04-16

CMI CUMMINS INC13.5K shares-4.37%2026-03-312026-04-16

RTX RAYTHEON TECH37.2K shares-5.17%2026-03-312026-04-16

CAT CATERPILLAR10.0K shares-5.26%2026-03-312026-04-16

CVX CHEVRON CORP34.2K shares-5.05%2026-03-312026-04-16

IEMG MSCI EMERG MKTS101.4K shares17.68%2026-03-312026-04-16

TXN TEXAS INSTRS INC35.5K shares-8.18%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR20.1K shares21.58%2026-03-312026-04-16

Sponsored

IWR RUSSELL MC IND ISH68.5K shares0.29%2026-03-312026-04-16

BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY13.9K shares-6.54%2026-03-312026-04-16

T ROWE PRICE DIVID T ROWE PRICE DIVID81.1K shares-1.41%2026-03-312026-04-16

DHR DANAHER CORP34.5K shares0.82%2026-03-312026-04-16

SCHD SCHW ST US DIV EQ206.7K shares-1.63%2026-03-312026-04-16

LHX L3HARRIS TECH18.1K shares-6.70%2026-03-312026-04-16

COP CONOCOPHILLIPS47.2K shares2.45%2026-03-312026-04-16

XLY CONSUMER DISC SPDR55.3K shares-2.16%2026-03-312026-04-16

Sponsored

BRO BROWN & BROWN92.4K shares1.77%2026-03-312026-04-16

XLP CONSUMER STAPLE SPDR72.7K shares-9.30%2026-03-312026-04-16

VANGUARD INTERMED VANGUARD INTERMED648.9K shares2.89%2026-03-312026-04-16

ECL ECOLAB21.1K shares-3.17%2026-03-312026-04-16

XLF FINANCIAL SPDR113.0K shares6.68%2026-03-312026-04-16

VANGUARD INFOTEC IDX VANGUARD INFOTEC IDX15.3K shares-7.10%2026-03-312026-04-16

VO VAN MID-CAP ETF19.0K shares-0.81%2026-03-312026-04-16

CFR CULLEN FROST BANKERS38.8K shares-3.75%2026-03-312026-04-16

Sponsored

IJH S&P M/C 400 ISHR77.9K shares-2.98%2026-03-312026-04-16

NOW SERVICE NOW INC50.1K shares9.37%2026-03-312026-04-16

IWS RUSSELL MC VI IN ISH35.2K shares-9.62%2026-03-312026-04-16

CEG CONSTELLATION ENERGY18.3K shares5.06%2026-03-312026-04-16

CSCO CISCO SYSTEMS63.7K shares-10.99%2026-03-312026-04-16

XLC COMM SERVICES44.1K shares-5.91%2026-03-312026-04-16

XLB MATERIALS SPDR97.1K shares-4.76%2026-03-312026-04-16

XLRE REAL ESTATE SEL SEC117.7K shares4.33%2026-03-312026-04-16

Sponsored

VB VAN SMALL-CAP ETF17.8K shares-2.07%2026-03-312026-04-16

CDM ASSOC LLC CDM ASSOC LLC40 shares0.00%2026-03-312026-04-16

CPRT COPART INC133.4K shares1.71%2026-03-312026-04-16

FPA NEW INCOME FPA NEW INCOME436.5K shares-0.39%2026-03-312026-04-16

SNPS SYNOPSYS INC10.9K shares3.65%2026-03-312026-04-16

BALL BALL CORP, COMMON71.2K shares-5.82%2026-03-312026-04-16

ABT ABBOTT LABS COMMON40.4K shares-7.18%2026-03-312026-04-16

XLE ENERGY SPDR65.8K shares-10.65%2026-03-312026-04-16

Sponsored

XLI INDUSTRIAL SPDR23.8K shares-2.49%2026-03-312026-04-16

NFLX NETFLIX39.1K shares1312.60%2026-03-312026-04-16

IWM RUSSELL 2000 ISHR15.1K shares7.55%2026-03-312026-04-16

VANGUARD SH TX ADM VANGUARD SH TX ADM233.4K shares2.85%2026-03-312026-04-16

DIS DISNEY WALT COMPANY38.4K shares12.82%2026-03-312026-04-16

ADP AUTO DATA PROCESSING17.9K shares-59.87%2026-03-312026-04-16

DODGE & COX INTL FD DODGE & COX INTL FD211.2K shares-3.48%2026-03-312026-04-16

AMP AMERIPRISE FINL7.7K shares-30.10%2026-03-312026-04-16

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VANGUARD WNDSR AD II VANGUARD WNDSR AD II39.9K shares-2.60%2026-03-312026-04-16

FIDELITY INTRMD TRS FIDELITY INTRMD TRS321.9K shares-4.49%2026-03-312026-04-16

AMGN AMGEN INC8.9K shares-7.71%2026-03-312026-04-16

QUICKSILVER ENT LLC QUICKSILVER ENT LLC100 shares0.00%2026-03-312026-04-16

FIDELITY S/T TRS BD FIDELITY S/T TRS BD298.8K shares19.29%2026-03-312026-04-16

DFA SMALL CAP VALUE DFA SMALL CAP VALUE55.9K shares-7.38%2026-03-312026-04-16

PM PHILIP MORRIS INTL18.5K shares0.00%2026-03-312026-04-16

VANGD TX MNGD S/C VANGD TX MNGD S/C29.1K shares-4.29%2026-03-312026-04-16

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VANGUARD L/C INDEX ADM VANGUARD L/C INDEX ADM18.8K shares-0.94%2026-03-312026-04-16

BEAMAN FAMILY FARMS BEAMAN FAMILY FARMS1 shares0.00%2026-03-312026-04-16

XLU UTILITIES SPDR57.9K shares-12.43%2026-03-312026-04-16

SAP SAP AKTIENGESELLSCH15.4K shares34.29%2026-03-312026-04-16

ALPHABET INC CL C ALPHABET INC CL C9.2K shares-12.18%2026-03-312026-04-16

T ROWE BLUE CHIP T ROWE BLUE CHIP13.7K shares-3.22%2026-03-312026-04-16

GVI ISHARES INTERM GOV/CRED BOND ET24.0K shares0.00%2026-03-312026-04-16

CASY CASEY'S GEN STORE3.5K shares1.07%2026-03-312026-04-16

Sponsored

ZTS ZOETIS INC20.4K shares29.97%2026-03-312026-04-16

VYM VANGUARD W HI DIV15.7K shares-0.42%2026-03-312026-04-16

DFA EMERGING MKTS DFA EMERGING MKTS76.9K shares14.46%2026-03-312026-04-16

VANGUARD S/T FED A VANGUARD S/T FED A223.1K shares3.22%2026-03-312026-04-16

VLO VALERO ENERGY NEW9.3K shares-12.77%2026-03-312026-04-16

SCHY SCHWAB INT DVD69.3K shares-10.38%2026-03-312026-04-16

IVV S&P 500 INDEX3.3K shares-0.75%2026-03-312026-04-16

BRK.A BERKSHIRE HATH CL A3 shares0.00%2026-03-312026-04-16

Sponsored

DE DEERE AND COMPANY3.7K shares-5.57%2026-03-312026-04-16

CTVA CORTEVA INC24.7K shares-1.78%2026-03-312026-04-16

EEM MSCI EMG MKT IND ISH36.3K shares1.19%2026-03-312026-04-16

IJS S&P S/C 600 VAL ISHR17.1K shares-7.45%2026-03-312026-04-16

VANGUARD DEV MKT ADM VANGUARD DEV MKT ADM97.7K shares-4.32%2026-03-312026-04-16

SETTLEMENT AGREEMENT SETTLEMENT AGREEMENT2.0M shares0.00%2026-03-312026-04-16

INVESCO S&P 500 INVESCO S&P 5009.9K shares-6.49%2026-03-312026-04-16

VANGD CONS DISC IDX VANGD CONS DISC IDX10.1K shares2.40%2026-03-312026-04-16

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IJT S&P S/C 600 GR ISHR12.7K shares-13.76%2026-03-312026-04-16

KO COCA COLA CO, COMMON23.7K shares-2.64%2026-03-312026-04-16

VANGUARD INT-TERM VANGUARD INT-TERM167.2K shares-11.42%2026-03-312026-04-16

VANGUARD SM CAP VAL VANGUARD SM CAP VAL18.6K shares-0.24%2026-03-312026-04-16

PSX PHILLIPS 669.5K shares-3.50%2026-03-312026-04-16

VANGUARD COMM SERVS VANGUARD COMM SERVS18.7K shares-10.89%2026-03-312026-04-16

VANGUARD FINL IDX VANGUARD FINL IDX24.9K shares18.01%2026-03-312026-04-16

HBAN HUNTINGTON BANCSHARE95.7K shares0.00%2026-03-312026-04-16

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VANGUARD PRIMECAP VANGUARD PRIMECAP8.2K shares-3.43%2026-03-312026-04-16

GATEWAY FUND GATEWAY FUND28.6K shares-2.02%2026-03-312026-04-16

VANGUARD RE INDEX VANGUARD RE INDEX11.2K shares-6.16%2026-03-312026-04-16

AMERICAN CENTURY ULT AMERICAN CENTURY ULT16.1K shares-3.02%2026-03-312026-04-16

EFA MSCI EAFE ISHR13.8K shares1.59%2026-03-312026-04-16

COLUMBIA CORP INC FUND I COLUMBIA CORP INC FUND I146.9K shares0.00%2026-03-312026-04-16

VANGUARD HLTHCR IDX VANGUARD HLTHCR IDX9.8K shares-22.78%2026-03-312026-04-16

DFAC DIMENSIONAL ETF TR34.2K shares-3.51%2026-03-312026-04-16

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AWK AMERICAN WTR CO9.2K shares-13.49%2026-03-312026-04-16

ORCL ORACLE SYSTEMS8.5K shares-1.57%2026-03-312026-04-16

VANGUARD IND EXT ADM VANGUARD IND EXT ADM7.9K shares11.49%2026-03-312026-04-16

MLC PROPERTIES LLC MLC PROPERTIES LLC1 shares0.00%2026-03-312026-04-16

LNT ALLIANT CORP16.3K shares-17.55%2026-03-312026-04-16

SETTLEMENT AGREEMENT SETTLEMENT AGREEMENT1.1M shares0.00%2026-03-312026-04-16

LT LT48 shares0.00%2026-03-312026-04-16

ALLERIAN MLP ETF ALLERIAN MLP ETF21.0K shares0.48%2026-03-312026-04-16

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BLACKBIRD FARMS BLACKBIRD FARMS48 shares0.00%2026-03-312026-04-16

VNQ VANGUARD REIT IN ETF12.2K shares-14.99%2026-03-312026-04-16

VANGUARD TOT INTL ST VANGUARD TOT INTL ST25.7K shares19.52%2026-03-312026-04-16

NUE NUCOR CORP6.2K shares-13.42%2026-03-312026-04-16

VEA VAN FTSE DEV MKT15.6K shares11.93%2026-03-312026-04-16

VG CALIFORNIA INTERM TAX EXMPT VG CALIFORNIA INTERM TAX EXMPT85.9K shares-4.31%2026-03-312026-04-16

MA MASTERCARD1.9K shares-0.62%2026-03-312026-04-16

LMT LOCKHEED MARTIN1.6K shares-14.57%2026-03-312026-04-16

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VANGUARD INDUSTRIALS VANGUARD INDUSTRIALS5.6K shares15.47%2026-03-312026-04-16

CWB BARCLAY CONV SEC SDR9.7K shares0.00%2026-03-312026-04-16

UNP UNION PACIFIC CORP3.6K shares-24.03%2026-03-312026-04-16

GLW CORNING INC6.4K shares-0.78%2026-03-312026-04-16

OMC OMNICOM GROUP INC11.4K shares-24.60%2026-03-312026-04-16

MO ALTRIA GROUP INC12.8K shares-34.11%2026-03-312026-04-16

TQQQ PROSHARES TR ULTRAPRO QQQ20.0K shares0.00%2026-03-312026-04-16

VTEB VG TAX-EXEMPT BND16.5K shares-3.48%2026-03-312026-04-16

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VANGRD FTSE SOC IDX VANGRD FTSE SOC IDX13.5K shares-13.76%2026-03-312026-04-16

SCHWAB FUNDAMENTAL SCHWAB FUNDAMENTAL24.6K shares-7.64%2026-03-312026-04-16

SCHP SCHW STR US TIPS ETF30.4K shares0.00%2026-03-312026-04-16

VANG INST'L INDEX FD VANG INST'L INDEX FD1.5K shares-0.85%2026-03-312026-04-16

AMERICAN EURO GRWTH AMERICAN EURO GRWTH12.9K shares-3.63%2026-03-312026-04-16

JKHY JACK HENRY & ASSOC4.8K shares-18.41%2026-03-312026-04-16

VANGUARD SM CP GRWTH VANGUARD SM CP GRWTH7.1K shares-5.44%2026-03-312026-04-16

INVESCO QQQ TRSER 1 INVESCO QQQ TRSER 11.3K shares-32.39%2026-03-312026-04-16

Sponsored

MORGAN STANLEY 4.431 1/23/30 MORGAN STANLEY 4.431 1/23/30735.0K shares16.67%2026-03-312026-04-16

CMCSA COMCAST CL A25.1K shares-66.42%2026-03-312026-04-16

EATON CORPORATION EATON CORPORATION2.0K shares-1.15%2026-03-312026-04-16

PARNASSUS CORE EQ-IN PARNASSUS CORE EQ-IN13.4K shares10.29%2026-03-312026-04-16

MERCK & CO INC, COM MERCK & CO INC, COM5.8K shares-1.18%2026-03-312026-04-16

NOC NORTHROP GRUMMAN1.0K shares0.00%2026-03-312026-04-16

VZ VERIZON COMM13.7K shares-20.06%2026-03-312026-04-16

VANG CONS STAP IDX VANG CONS STAP IDX6.1K shares-36.85%2026-03-312026-04-16

Sponsored

NORTHERN GLOBAL SUST NORTHERN GLOBAL SUST26.9K shares65.09%2026-03-312026-04-16

MZTI LANCASTER COLONY4.7K shares0.00%2026-03-312026-04-16

INTC INTEL CORP14.6K shares0.00%2026-03-312026-04-16

MFS INT'L NEW DISC MFS INT'L NEW DISC19.2K shares0.00%2026-03-312026-04-16

VANGUARD TOTAL STOCK VANGUARD TOTAL STOCK4.0K shares-3.76%2026-03-312026-04-16

MFS VALUE FUND CLI MFS VALUE FUND CLI12.4K shares-0.23%2026-03-312026-04-16

FIDELITY MAGELLAN FIDELITY MAGELLAN45.0K shares30.51%2026-03-312026-04-16

GGG GRACO INC7.3K shares-24.46%2026-03-312026-04-16

Sponsored

CENCORA, INC CENCORA, INC1.9K shares0.00%2026-03-312026-04-16

FED MDT L/C VAL FED MDT L/C VAL17.2K shares0.00%2026-03-312026-04-16

FIDELITY GROWTH FIDELITY GROWTH12.7K shares25.41%2026-03-312026-04-16

IWF RUSSELL 1000 GR ISHR1.3K shares-4.14%2026-03-312026-04-16

TROWE PRICE OVERSEAS TROWE PRICE OVERSEAS35.5K shares0.00%2026-03-312026-04-16

F FORD MOTOR CO49.4K shares110.89%2026-03-312026-04-16

INVESCO BAL RISK CMMDTY FUND INVESCO BAL RISK CMMDTY FUND64.5K shares8.00%2026-03-312026-04-16

AUNT DIANA FUDGE AUNT DIANA FUDGE900 shares0.00%2026-03-312026-04-16

Sponsored

T ROWE PRICE MID CAP T ROWE PRICE MID CAP6.0K shares-8.05%2026-03-312026-04-16

ELV ELEVANCE HEALTH1.9K shares0.00%2026-03-312026-04-16

AFL AFLAC INC5.1K shares0.00%2026-03-312026-04-16

TSLA TESLA MOTORS1.5K shares0.00%2026-03-312026-04-16

DUKE ENERGY CORP DUKE ENERGY CORP4.1K shares-0.07%2026-03-312026-04-16

MFS MID CAP GRWTH FD MFS MID CAP GRWTH FD20.3K shares0.00%2026-03-312026-04-16

MFS GROWTH FD CL I MFS GROWTH FD CL I3.0K shares29.39%2026-03-312026-04-16

AM NEW WORLD FD F3 AM NEW WORLD FD F35.6K shares-1.79%2026-03-312026-04-16

Sponsored

VG COMMDTY FUND VG COMMDTY FUND16.6K shares10.14%2026-03-312026-04-16

VXF VAN EXT MKT2.5K shares-0.40%2026-03-312026-04-16

PANW PALO ALTO NETWORKS3.2K shares-15.94%2026-03-312026-04-16

CME CME1.7K shares0.00%2026-03-312026-04-16

MS MRGAN, DN WTTR, DISC3.0K shares-54.37%2026-03-312026-04-16

OPP STL PATH OPP STL PATH43.1K shares0.00%2026-03-312026-04-16

LINCOLN NATL LIFE LINCOLN NATL LIFE1 shares0.00%2026-03-312026-04-16

VANGUARD ENRGY IDX VANGUARD ENRGY IDX5.7K shares3.54%2026-03-312026-04-16

Sponsored

PH PARKER HANNIFIN CORP540 shares-8.47%2026-03-312026-04-16

ROP ROPER INDUSTRIES INC1.4K shares-9.51%2026-03-312026-04-16

SYY SYSCO CORP6.7K shares-4.88%2026-03-312026-04-16

GS GOLDMAN SACHS564 shares0.00%2026-03-312026-04-16

EMR EMERSON ELEC CO, COM3.6K shares-9.51%2026-03-312026-04-16

PFE PFIZER INC16.9K shares-19.51%2026-03-312026-04-16

IMPAX INTER SUST ECONOMY FUND I IMPAX INTER SUST ECONOMY FUND I38.9K shares16.30%2026-03-312026-04-16

CNI CAN NATL RAILWAY4.5K shares-1.07%2026-03-312026-04-16

Sponsored

INGERSOLL RAND 5.314 6/15/31 INGERSOLL RAND 5.314 6/15/31450.0K shares0.00%2026-03-312026-04-16

LZB LA-Z BOY14.2K shares-3.41%2026-03-312026-04-16

MCHP MICROCHIP TECH7.0K shares-45.11%2026-03-312026-04-16

CAH CARDINAL HEALTH INC2.1K shares0.00%2026-03-312026-04-16

VANGUARD BAL IND ADM VANGUARD BAL IND ADM9.0K shares-11.32%2026-03-312026-04-16

GLD SPDR GOLD1.0K shares0.00%2026-03-312026-04-16

SLB SCHLUMBERGER LTD8.6K shares-11.45%2026-03-312026-04-16

KMI KINDER MORGAN13.1K sharesnew addition2026-03-312026-04-16

Sponsored

IDV ISHARES TR10.1K shares-2.69%2026-03-312026-04-16

MTUM ISHARES MSCI US MTUM1.7K shares-5.78%2026-03-312026-04-16

MPC MARATHON PETROLEUM1.7K shares0.00%2026-03-312026-04-16

BDX BECTON DICKINSON2.6K shares-16.74%2026-03-312026-04-16

ROGERS MARKETS INC ROGERS MARKETS INC1.7K shares0.00%2026-03-312026-04-16

VTI VG TOT STK MTK IDX1.2K shares45.70%2026-03-312026-04-16

VANGUARD EMERG MKTS VANGUARD EMERG MKTS8.8K shares-5.08%2026-03-312026-04-16

GS EQU DIV & PREM I GS EQU DIV & PREM I22.3K shares-5.30%2026-03-312026-04-16

Sponsored

ADBE ADOBE SYSTEMS INC1.6K shares-69.38%2026-03-312026-04-16

ARTISAN DEV WORLD FD ARTISAN DEV WORLD FD19.4K shares0.00%2026-03-312026-04-16

IYF ISHARES TR3.2K shares0.00%2026-03-312026-04-16

VEU VG FTSE AW EX US ETF5.0K shares7.22%2026-03-312026-04-16

NSC NORFOLK SOUTHERN1.3K shares0.00%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP1.4K shares0.74%2026-03-312026-04-16

EXR EXTRA SPACE STO2.8K shares0.00%2026-03-312026-04-16

BMO BANK OF MONTREAL2.7K shares0.00%2026-03-312026-04-16

Sponsored

VCIT VAN INT-TERM CORP4.4K shares0.00%2026-03-312026-04-16

EPD ENTERPRISE PROD LTD8.9K shares0.00%2026-03-312026-04-16

T AT&T11.3K shares-9.96%2026-03-312026-04-16

TMO THERMO FISHER SCI648 shares0.00%2026-03-312026-04-16

COMMUNITY FINANCIAL CORP COMMUNITY FINANCIAL CORP2.0K shares0.00%2026-03-312026-04-16

IBB BIOTECH INDEX ISHR1.8K shares-8.38%2026-03-312026-04-16

CL COLGATE PALMOLIVE, C3.6K shares-11.11%2026-03-312026-04-16

STLD STEEL DYNAMICS1.7K shares0.00%2026-03-312026-04-16

Sponsored

RSG REPUBLIC SERVICES1.4K shares0.00%2026-03-312026-04-16

JPC NUVEEN PRE COM39.3K shares-23.93%2026-03-312026-04-16

VANGUARD UTIL IDX VANGUARD UTIL IDX3.0K shares-37.69%2026-03-312026-04-16

OEF S&P 100 ISHR915 shares0.00%2026-03-312026-04-16

12.565 OWNER INT 12.565 OWNER INT2 shares0.00%2026-03-312026-04-16

L RYAN PN DTD 12-1-25 6.5 $310 L RYAN PN DTD 12-1-25 6.5 $310310.9K shares0.00%2026-03-312026-04-16

BLACKSTONE GROUP BLACKSTONE GROUP2.4K shares-5.03%2026-03-312026-04-16

WM WASTE MANAGEMENT1.2K shares-68.37%2026-03-312026-04-16

Sponsored

VTRS VIATRIS20.0K sharesnew addition2026-03-312026-04-16

COLUMBIA CONTRARIAN COLUMBIA CONTRARIAN7.1K shares0.00%2026-03-312026-04-16

IVY FDS SMALL CAP GR IVY FDS SMALL CAP GR12.2K shares0.00%2026-03-312026-04-16

VV VANGUARD LARGE CAP877 shares0.00%2026-03-312026-04-16

IBM INTERNATIONAL BUSINE1.1K shares-14.60%2026-03-312026-04-16

ITW IL TOOL WORKS INC1.0K shares0.00%2026-03-312026-04-16

IYH ISHARES TR4.2K shares0.00%2026-03-312026-04-16

VANGUARD US GWTH INV VANGUARD US GWTH INV3.8K shares0.00%2026-03-312026-04-16

Sponsored

TFC TRUIST FIN COM5.5K sharesnew addition2026-03-312026-04-16

HCA HCA HOLDINGS525 shares0.00%2026-03-312026-04-16

DVY DJ SEL DVD ISH1.6K shares0.00%2026-03-312026-04-16

HUBBELL INC HUBBELL INC500 shares0.00%2026-03-312026-04-16

SLV SILVER TR ISHR3.5K shares6.04%2026-03-312026-04-16

VWO VANGUARD EMG MKT ETF4.4K shares5.24%2026-03-312026-04-16

DOW DOW INC5.6K sharesnew addition2026-03-312026-04-16

MAINSTAY HY MUNI I MAINSTAY HY MUNI I20.0K shares-9.08%2026-03-312026-04-16

Sponsored

TROWE S/C VALUE TROWE S/C VALUE4.3K shares0.00%2026-03-312026-04-16

INBK 1ST INTERNET BK IN11.2K shares0.00%2026-03-312026-04-16

AEP AMERICAN ELEC PWR IN1.7K shares-34.75%2026-03-312026-04-16

IWO RUSSEL 2000 GWTH700 shares0.00%2026-03-312026-04-16

FED GOVT TAX MAN P FED GOVT TAX MAN P217.5K shares-6.50%2026-03-312026-04-16

CRM SALESFORCE.COM1.2K shares-25.74%2026-03-312026-04-16

SITE SITEONE LANDSCAPE1.6K shares-23.98%2026-03-312026-04-16

GE GE739 shares4.38%2026-03-312026-04-16

Sponsored

CVS CVS CORP DELAWARE2.9K shares0.00%2026-03-312026-04-16

FIDELITY ST TAX FREE FIDELITY ST TAX FREE17.9K shares0.00%2026-03-312026-04-16

CRYSTAL VALLEY FIN CRYSTAL VALLEY FIN2.6K sharesnew addition2026-03-312026-04-16

AZO AUTOZONE INC60 shares0.00%2026-03-312026-04-16

LKFN LAKELAND FINL3.5K sharesnew addition2026-03-312026-04-16

EVV EATON VANCE LIMITED DURATION IN21.0K shares-58.82%2026-03-312026-04-16

VANGUARD GNMA ADM VANGUARD GNMA ADM20.9K shares0.00%2026-03-312026-04-16

NVG NUVEEN ENH AMT FR12.9K shares0.00%2026-03-312026-04-16

Sponsored

PIMCO INC FUND INST PIMCO INC FUND INST14.7K shares0.00%2026-03-312026-04-16

VANGUARD HIGH YLD BD VANGUARD HIGH YLD BD27.5K shares-50.17%2026-03-312026-04-16

COLUMBIA ULTRA SHORT DURATION M COLUMBIA ULTRA SHORT DURATION M15.0K shares0.00%2026-03-312026-04-16

FED GOVT OBLI FED GOVT OBLI100.0K shares0.00%2026-03-312026-04-16

RICHARD G HALSTEAD 4.77 DUE 12 RICHARD G HALSTEAD 4.77 DUE 1288.1K shares-1.74%2026-03-312026-04-16

MORGAN STANLEY BANK 4.800 DUE MORGAN STANLEY BANK 4.800 DUE75.0K shares0.00%2026-03-312026-04-16

FMB CK A/C #1484931 FMB CK A/C #148493162.4K shares-34.81%2026-03-312026-04-16

FEDERATED KAUFMANN FEDERATED KAUFMANN10.9K shares0.00%2026-03-312026-04-16

Sponsored

PERSIMMONS INC PERSIMMONS INC29.7K shares0.00%2026-03-312026-04-16

ABI FMB CL 3543986 ABI FMB CL 35439866.0M shares0.00%2026-03-312026-04-16

ABI FMB LOC #5471834 ABI FMB LOC #5471834405.0K shares0.00%2026-03-312026-04-16

A/B/I-LOC#5299624 A/B/I-LOC#52996241.0M shares0.00%2026-03-312026-04-16

ABI FM CL 1228820100 ABI FM CL 12288201001.0M shares0.00%2026-03-312026-04-16

ABI FMB LN #5463327 ABI FMB LN #546332739.3K shares0.00%2026-03-312026-04-16

ABI FMB LOC 5831458 ABI FMB LOC 5831458600.0K shares0.00%2026-03-312026-04-16

ASSIGN. OF BEN. INT. ASSIGN. OF BEN. INT.100.0K shares0.00%2026-03-312026-04-16

Sponsored

DEL LIFE REGATTA DEL LIFE REGATTA350.8K shares0.00%2026-03-312026-04-16

FMB LOC #5306272 FMB LOC #5306272800.0K shares0.00%2026-03-312026-04-16

FMB LOC 5478936 FMB LOC 5478936500.0K shares0.00%2026-03-312026-04-16

LOC #3243385 LOC #32433853.8M shares0.00%2026-03-312026-04-16

LOC5299934 LOC5299934395.0K shares0.00%2026-03-312026-04-16

ABI LN #3448746 ABI LN #344874650.0K shares0.00%2026-03-312026-04-16

FMB LOC 5814715 FMB LOC 5814715500.0K shares0.00%2026-03-312026-04-16

FMPW INST MONEY

-12.87%

Shares181.1M

Event2026-03-31

Filed2026-04-16

VANGUARD 500 INDEX A

-0.60%

Shares212.4K

Event2026-03-31

Filed2026-04-16

FED SH INTRM TTL BD

7.96%

Shares9.7M

Event2026-03-31

Filed2026-04-16

FED TTL RET BD CL R6

5.16%

Shares10.1M

Event2026-03-31

Filed2026-04-16

BSV

VANGUARD SHORT TERM

9.15%

Shares883.4K

Event2026-03-31

Filed2026-04-16

VANGUARD MID-CAP AD

-2.32%

Shares176.9K

Event2026-03-31

Filed2026-04-16

ALPHABET CL A

-2.71%

Shares182.2K

Event2026-03-31

Filed2026-04-16

SCHWAB FDMTL INTL LC

2.58%

Shares3.5M

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-1.19%

Shares201.0K

Event2026-03-31

Filed2026-04-16

LLY

LILLY ELI & CO, COM

-0.62%

Shares50.2K

Event2026-03-31

Filed2026-04-16

BROADCOM INC NPV

-7.78%

Shares138.0K

Event2026-03-31

Filed2026-04-16

VANGUARD EQUITY

2.82%

Shares403.3K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-4.35%

Shares100.6K

Event2026-03-31

Filed2026-04-16

VANGUARD S&P 500 ETF

8.44%

Shares61.0K

Event2026-03-31

Filed2026-04-16

FIDELITY CONTRAFUND

0.83%

Shares1.5M

Event2026-03-31

Filed2026-04-16

NORTH ULT-SH FIX INC

6.32%

Shares3.3M

Event2026-03-31

Filed2026-04-16

AGG

AGGREGATE BOND ISHR

-0.72%

Shares317.7K

Event2026-03-31

Filed2026-04-16

VANGUARD SHORT TERM

6.25%

Shares3.0M

Event2026-03-31

Filed2026-04-16

IYW

TECH ISHARES ETF

-2.49%

Shares165.8K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORP

1.09%

Shares169.6K

Event2026-03-31

Filed2026-04-16

IVW

S&P 500 GR ISHR

-2.17%

Shares255.6K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON

3.90%

Shares136.0K

Event2026-03-31

Filed2026-04-16

VGT

VG INFO TECH ETF

0.73%

Shares39.3K

Event2026-03-31

Filed2026-04-16

IJR

S&P S/C 600 CR ISHR

-2.61%

Shares212.5K

Event2026-03-31

Filed2026-04-16

JANUS ENTERPRISE

6.14%

Shares192.5K

Event2026-03-31

Filed2026-04-16

PZENA EMERGING MKT

25.55%

Shares1.6M

Event2026-03-31

Filed2026-04-16

APH

AMPHENOL CORPORATION

-8.81%

Shares190.3K

Event2026-03-31

Filed2026-04-16

VANGUARD SMALLCAP AD

-4.95%

Shares190.3K

Event2026-03-31

Filed2026-04-16

VANGUARD INTL GR ADM

11.74%

Shares220.3K

Event2026-03-31

Filed2026-04-16

MFS MIDCAP VALUE R6

9.00%

Shares740.4K

Event2026-03-31

Filed2026-04-16

JPM

J P MORGAN CHASE

-1.95%

Shares79.1K

Event2026-03-31

Filed2026-04-16

BIV

VAN INTER-TERM

2.21%

Shares300.2K

Event2026-03-31

Filed2026-04-16

LAM RESEARCH

-24.81%

Shares103.8K

Event2026-03-31

Filed2026-04-16

WMT

WAL MART STORES INC

-1.48%

Shares174.0K

Event2026-03-31

Filed2026-04-16

AVUV

AVANTIS US SMALL CAP

7.60%

Shares188.4K

Event2026-03-31

Filed2026-04-16

FRME

FIRST MERCHANTS CORP

-1.79%

Shares525.2K

Event2026-03-31

Filed2026-04-16

VISA

-0.04%

Shares61.5K

Event2026-03-31

Filed2026-04-16

VANGUARD TAX EXEMPT

7.01%

Shares1.4M

Event2026-03-31

Filed2026-04-16

IVE

S&P 500 VAL ISHR

-0.17%

Shares86.7K

Event2026-03-31

Filed2026-04-16

SYK

STRYKER CORP

-2.56%

Shares54.8K

Event2026-03-31

Filed2026-04-16

MORGAN STANLEY INTL

12.10%

Shares694.1K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR CORE MSCI

13.15%

Shares187.6K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE

-0.85%

Shares16.7K

Event2026-03-31

Filed2026-04-16

VANGUARD TOTAL BOND

3.13%

Shares1.7M

Event2026-03-31

Filed2026-04-16

TJX

TJX COS INC

-2.87%

Shares102.5K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON CO

0.42%

Shares65.1K

Event2026-03-31

Filed2026-04-16

VANGUARD GRW IND ADM

-2.90%

Shares70.0K

Event2026-03-31

Filed2026-04-16

WCM FOCUSED INTL GR

-1.96%

Shares626.0K

Event2026-03-31

Filed2026-04-16

LOW

LOWE'S COMPANIES

-1.33%

Shares62.8K

Event2026-03-31

Filed2026-04-16

DODGE & COX INCOME

2.92%

Shares1.1M

Event2026-03-31

Filed2026-04-16

WCM FOCUSED EMRG MKT

7.70%

Shares706.4K

Event2026-03-31

Filed2026-04-16

CHUBB LIMITED

-3.36%

Shares41.8K

Event2026-03-31

Filed2026-04-16

VANGUARD S/T INV GR

1.82%

Shares1.3M

Event2026-03-31

Filed2026-04-16