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The Analysis of Forvis Mazars Wealth Advisors, LLC's Holdings & P&L

Currently, Forvis Mazars Wealth Advisors, LLC holds 399 types of securities in its portfolio with a total value $5.3B. In the most recent quarter, they have increased their positions in VTI (+146.5K shares, valued at $47.0M), VCRB (+337.6K shares, valued at $26.1M), TSPA (+403.2K shares, valued at $16.5M); decreased their positions in RIG (-1.3M shares, valued at $8.6M), N/A (-12.9K shares, valued at $7.7M), USMV (-64.7K shares, valued at $6.0M); initiated new positions in FITB (+11.5K shares, valued at $536.3K), N/A (+2.3K shares, valued at $454.8K), PFG (+3.7K shares, valued at $334.8K).

1M P&L

+15.8M+0.28%

3M P&L

+208.4M+3.84%

HY P&L

+208.9M+3.85%

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/A4.4B

87.0%

2Drug Manufacturers - General62.9M

1.3%

3Semiconductors52.6M

1.1%

Top Industries by Stock Count

1N/A160 stocks

43.4%

2Banks - Regional13 stocks

3.5%

3Utilities - Regulated Electric12 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS5.0M shares3.02%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F7.6M shares1.65%2026-03-312026-05-01

HELO J P MORGAN EXCHANGE TRADED F2.9M shares9.75%2026-03-312026-05-01

VCRB VANGUARD MALVERN FDS2.1M shares19.70%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR6.2M shares0.58%2026-03-312026-05-01

AGG ISHARES TR1.5M shares3.05%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS223.1K shares-5.46%2026-03-312026-05-01

FBND FIDELITY MERRIMACK STR TR2.8M shares4.07%2026-03-312026-05-01

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IVV ISHARES TR171.2K shares2.78%2026-03-312026-05-01

TSPA T ROWE PRICE ETF INC2.7M shares17.55%2026-03-312026-05-01

DFEM DIMENSIONAL ETF TRUST3.1M shares9.56%2026-03-312026-05-01

MUB ISHARES TR633.6K shares0.43%2026-03-312026-05-01

IXUS ISHARES TR752.9K shares-1.90%2026-03-312026-05-01

JMUB J P MORGAN EXCHANGE TRADED F1.3M shares3.10%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST1.5M shares-3.91%2026-03-312026-05-01

AAPL APPLE INC197.1K shares-1.03%2026-03-312026-05-01

Sponsored

ITOT ISHARES TR338.6K shares-1.73%2026-03-312026-05-01

SCZ ISHARES TR576.0K shares-3.09%2026-03-312026-05-01

NVDA NVIDIA CORPORATION257.1K shares-7.35%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR1.7M shares-4.83%2026-03-312026-05-01

MGC VANGUARD WORLD FD175.4K shares-6.77%2026-03-312026-05-01

LLY ELI LILLY & CO42.5K shares-1.53%2026-03-312026-05-01

DFIV DIMENSIONAL ETF TRUST684.2K shares-0.70%2026-03-312026-05-01

DUHP DIMENSIONAL ETF TRUST976.0K shares-3.63%2026-03-312026-05-01

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IJH ISHARES TR476.9K shares-1.02%2026-03-312026-05-01

DFAT DIMENSIONAL ETF TRUST483.4K shares-4.47%2026-03-312026-05-01

IVW ISHARES TR262.0K shares-1.50%2026-03-312026-05-01

MSFT MICROSOFT CORP73.5K shares1.83%2026-03-312026-05-01

ALPHABET INC ALPHABET INC85.2K shares-3.74%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T507.1K shares-1.21%2026-03-312026-05-01

CWI SPDR INDEX SHS FDS637.0K shares-5.53%2026-03-312026-05-01

VUG VANGUARD INDEX FDS52.0K shares-6.74%2026-03-312026-05-01

Sponsored

SPY STATE STR SPDR S&P 500 ETF T32.4K shares-2.11%2026-03-312026-05-01

JKHY HENRY JACK & ASSOC INC126.8K shares-5.56%2026-03-312026-05-01

VB VANGUARD INDEX FDS76.3K shares-5.07%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO65.6K shares-1.25%2026-03-312026-05-01

IWV ISHARES TR49.7K shares-0.21%2026-03-312026-05-01

DFAS DIMENSIONAL ETF TRUST257.7K shares-5.75%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC192.9K shares-2.47%2026-03-312026-05-01

VTV VANGUARD INDEX FDS87.6K shares-2.78%2026-03-312026-05-01

Sponsored

GQGU ADVISORS INNER CIRCLE FD III616.1K shares504.07%2026-03-312026-05-01

IJR ISHARES TR132.2K shares2.71%2026-03-312026-05-01

IEFA ISHARES TR174.2K shares-5.96%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T81.8K shares-4.02%2026-03-312026-05-01

PWR QUANTA SVCS INC25.8K shares-5.73%2026-03-312026-05-01

AMZN AMAZON COM INC67.9K shares6.00%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON56.7K shares0.20%2026-03-312026-05-01

CAT CATERPILLAR INC18.8K shares-7.58%2026-03-312026-05-01

Sponsored

IWP ISHARES TR101.3K shares-4.79%2026-03-312026-05-01

VO VANGUARD INDEX FDS43.1K shares-3.00%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS81.1K shares-1.21%2026-03-312026-05-01

WMT WALMART INC94.8K shares3.18%2026-03-312026-05-01

CSCO CISCO SYS INC144.8K shares-0.22%2026-03-312026-05-01

DFAU DIMENSIONAL ETF TRUST248.3K shares-17.86%2026-03-312026-05-01

SDY SPDR SERIES TRUST76.5K shares-1.22%2026-03-312026-05-01

RIG TRANSOCEAN LTD1.6M shares-44.00%2026-03-312026-05-01

Sponsored

DIHP DIMENSIONAL ETF TRUST335.5K shares-17.07%2026-03-312026-05-01

KLAC KLA CORP7.2K shares-4.65%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL21.6K shares-1.22%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS46.7K shares-5.57%2026-03-312026-05-01

DFIC DIMENSIONAL ETF TRUST282.1K shares-10.60%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS199.1K shares-1.44%2026-03-312026-05-01

DFIS DIMENSIONAL ETF TRUST289.4K shares2.08%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F173.1K shares0.30%2026-03-312026-05-01

Sponsored

IBM INTERNATIONAL BUSINESS MACHS37.6K shares0.34%2026-03-312026-05-01

CVX CHEVRON CORPORATION40.5K shares-1.35%2026-03-312026-05-01

META META PLATFORMS INC14.3K shares1.88%2026-03-312026-05-01

VLO VALERO ENERGY CORP32.2K shares-1.37%2026-03-312026-05-01

LOW LOWES COS INC32.9K shares-2.31%2026-03-312026-05-01

APH AMPHENOL CORP60.8K shares-1.31%2026-03-312026-05-01

ORCL ORACLE CORP52.2K shares-7.83%2026-03-312026-05-01

AMAT APPLIED MATLS INC22.3K shares-0.70%2026-03-312026-05-01

Sponsored

XOM EXXON MOBIL CORP44.4K shares1.34%2026-03-312026-05-01

BAC BANK AMERICA CORP153.8K shares-0.13%2026-03-312026-05-01

BROADCOM INC BROADCOM INC24.0K shares2.70%2026-03-312026-05-01

IEMG ISHARES INC106.3K shares-4.30%2026-03-312026-05-01

EFA ISHARES TR75.2K shares-3.11%2026-03-312026-05-01

POCT INNOVATOR ETFS TRUST162.7K shares-11.31%2026-03-312026-05-01

ALPHABET INC ALPHABET INC24.4K shares4.47%2026-03-312026-05-01

MCK MCKESSON CORP7.7K shares-5.33%2026-03-312026-05-01

Sponsored

GLDM WORLD GOLD TR68.4K shares-0.23%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR11.0K shares4.76%2026-03-312026-05-01

DFAX DIMENSIONAL ETF TRUST180.2K shares-15.36%2026-03-312026-05-01

COP CONOCOPHILLIPS46.3K shares0.77%2026-03-312026-05-01

IWF ISHARES TR14.3K shares-8.59%2026-03-312026-05-01

PJUL INNOVATOR ETFS TRUST131.2K shares-17.61%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC49.2K shares0.12%2026-03-312026-05-01

ABBV ABBVIE INC26.8K shares2.43%2026-03-312026-05-01

Sponsored

RTX RTX CORPORATION29.1K shares-4.47%2026-03-312026-05-01

BUFF INNOVATOR ETFS TRUST109.6K shares-10.94%2026-03-312026-05-01

PJAN INNOVATOR ETFS TRUST116.1K shares-18.80%2026-03-312026-05-01

PAPR INNOVATOR ETFS TRUST133.4K shares-15.45%2026-03-312026-05-01

DIS DISNEY WALT CO54.2K shares0.75%2026-03-312026-05-01

MA MASTERCARD INCORPORATED10.1K shares0.22%2026-03-312026-05-01

CMI CUMMINS INC9.3K shares-3.45%2026-03-312026-05-01

PEP PEPSICO INC31.4K shares0.27%2026-03-312026-05-01

Sponsored

SYK STRYKER CORPORATION14.7K shares-0.74%2026-03-312026-05-01

PG PROCTER & GAMBLE CO33.2K shares0.15%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO15.2K shares-0.30%2026-03-312026-05-01

INCY INCYTE CORP47.4K shares-1.18%2026-03-312026-05-01

IVE ISHARES TR20.6K shares1.44%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC83.2K shares1.26%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC14.1K shares1.64%2026-03-312026-05-01

MUNI PIMCO ETF TR77.8K shares-0.02%2026-03-312026-05-01

Sponsored

COF CAPITAL ONE FINL CORP21.2K shares-3.91%2026-03-312026-05-01

PEG PUBLIC SVC ENTERPRISE GROUP46.6K shares0.82%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND18.8K shares0.65%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F65.3K shares12.30%2026-03-312026-05-01

TSLA TESLA INC9.9K shares0.92%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE12.8K shares-0.13%2026-03-312026-05-01

TGT TARGET CORP29.5K shares6.08%2026-03-312026-05-01

HP INC HP INC185.8K shares-3.25%2026-03-312026-05-01

Sponsored

CSX CSX CORP85.4K shares4.55%2026-03-312026-05-01

IWB ISHARES TR9.6K shares-0.26%2026-03-312026-05-01

KO COCA COLA CO44.0K shares0.92%2026-03-312026-05-01

DRI DARDEN RESTAURANTS INC16.9K shares-0.08%2026-03-312026-05-01

URI UNITED RENTALS INC4.4K shares-0.09%2026-03-312026-05-01

IBDR ISHARES TR130.1K shares-1.56%2026-03-312026-05-01

GEV GE VERNOVA INC3.4K shares-4.48%2026-03-312026-05-01

DISV DIMENSIONAL ETF TRUST75.7K shares-17.95%2026-03-312026-05-01

Sponsored

TMO THERMO FISHER SCIENTIFIC INC6.0K shares-14.17%2026-03-312026-05-01

APTIV PLC APTIV PLC42.6K shares2.00%2026-03-312026-05-01

DTE DTE ENERGY CO18.9K shares0.70%2026-03-312026-05-01

DHI D R HORTON INC20.1K shares8.84%2026-03-312026-05-01

PMAR INNOVATOR ETFS TRUST61.2K shares-1.15%2026-03-312026-05-01

HD HOME DEPOT INC8.3K shares1.56%2026-03-312026-05-01

V VISA INC8.9K shares0.48%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC3.2K shares3.24%2026-03-312026-05-01

Sponsored

PSEP INNOVATOR ETFS TRUST61.3K shares-1.64%2026-03-312026-05-01

IWM ISHARES TR10.6K shares-0.77%2026-03-312026-05-01

PDEC INNOVATOR ETFS TRUST61.4K shares-5.33%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW19.4K shares4.32%2026-03-312026-05-01

PFEB INNOVATOR ETFS TRUST62.9K shares-10.17%2026-03-312026-05-01

MCD MCDONALDS CORP8.1K shares0.06%2026-03-312026-05-01

LKQ LKQ CORP84.6K shares4.58%2026-03-312026-05-01

XLY SELECT SECTOR SPDR TR22.4K shares-4.95%2026-03-312026-05-01

Sponsored

GLW CORNING INC17.5K shares1.27%2026-03-312026-05-01

REGN REGENERON PHARMACEUTICALS3.0K shares-4.34%2026-03-312026-05-01

MMM 3M CO15.2K shares-1.01%2026-03-312026-05-01

DHR DANAHER CORP DEL11.5K shares0.11%2026-03-312026-05-01

ALLE ALLEGION PLC15.0K shares-1.51%2026-03-312026-05-01

BOND PIMCO ETF TR23.5K shares3.49%2026-03-312026-05-01

ABT ABBOTT LABORATORIES21.1K shares-3.77%2026-03-312026-05-01

IBDS ISHARES TR88.5K shares0.00%2026-03-312026-05-01

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.33.0K shares-0.72%2026-03-312026-05-01

PCAR PACCAR INC18.5K shares-13.47%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC12.8K shares4.52%2026-03-312026-05-01

LH LABCORP HOLDINGS INC7.9K shares-2.33%2026-03-312026-05-01

TSN TYSON FOODS INC32.8K shares4.26%2026-03-312026-05-01

NEE NEXTERA ENERGY INC22.6K shares-0.87%2026-03-312026-05-01

CBRE CBRE GROUP INC15.5K shares3.07%2026-03-312026-05-01

PJUN INNOVATOR ETFS TRUST50.0K shares-1.71%2026-03-312026-05-01

Sponsored

ADBE ADOBE INC8.6K shares20.98%2026-03-312026-05-01

ELV ELEVANCE HEALTH INC FORMERLY7.1K shares-0.11%2026-03-312026-05-01

STZ CONSTELLATION BRANDS INC13.5K shares7.91%2026-03-312026-05-01

IWR ISHARES TR20.4K shares-1.60%2026-03-312026-05-01

USMV ISHARES TR21.3K shares-75.25%2026-03-312026-05-01

PAA PLAINS ALL AMERN PIPELINE L87.5K shares-50.69%2026-03-312026-05-01

AMP AMERIPRISE FINL INC4.4K shares5.20%2026-03-312026-05-01

UNM UNUM GROUP26.3K shares-3.49%2026-03-312026-05-01

Sponsored

TXN TEXAS INSTRS INC9.7K shares-2.69%2026-03-312026-05-01

XLC SELECT SECTOR SPDR TR16.9K shares-6.63%2026-03-312026-05-01

SNA SNAP ON INC4.9K shares-0.57%2026-03-312026-05-01

MET METLIFE INC24.6K shares13.41%2026-03-312026-05-01

NFLX NETFLIX INC.18.1K shares-34.94%2026-03-312026-05-01

SCHC SCHWAB STRATEGIC TR36.1K shares-1.86%2026-03-312026-05-01

IBDT ISHARES TR64.0K shares0.00%2026-03-312026-05-01

VV VANGUARD INDEX FDS5.3K shares1.54%2026-03-312026-05-01

Sponsored

WM WASTE MGMT INC DEL6.9K shares-0.53%2026-03-312026-05-01

EMR EMERSON ELEC CO12.1K shares0.38%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION1.6K shares-5.24%2026-03-312026-05-01

XLB SELECT SECTOR SPDR TR30.6K shares-2.72%2026-03-312026-05-01

MDY STATE STR SPDR S&P MIDCAP 402.5K shares-10.36%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO25.1K shares0.24%2026-03-312026-05-01

STLD STEEL DYNAMICS INC8.4K shares9.02%2026-03-312026-05-01

INTU INTUIT3.5K shares1.31%2026-03-312026-05-01

Sponsored

MINT PIMCO ETF TR14.7K shares0.31%2026-03-312026-05-01

OEF ISHARES TR4.5K shares0.78%2026-03-312026-05-01

MO ALTRIA GROUP INC21.8K shares-0.24%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO16.9K shares-0.94%2026-03-312026-05-01

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-01

DFAR DIMENSIONAL ETF TRUST59.5K shares-9.46%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS22.0K shares21.07%2026-03-312026-05-01

IWD ISHARES TR6.5K shares-0.82%2026-03-312026-05-01

Sponsored

GLD SPDR GOLD TR3.3K shares3.93%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR10.4K shares2.19%2026-03-312026-05-01

SLV ISHARES SILVER TR19.4K shares30.16%2026-03-312026-05-01

SHW SHERWIN WILLIAMS CO4.1K shares-5.51%2026-03-312026-05-01

CF CF INDUSTRIES HOLD9.9K shares-0.08%2026-03-312026-05-01

PFE PFIZER INC45.5K shares0.98%2026-03-312026-05-01

ALL ALLSTATE CORP6.1K shares2.21%2026-03-312026-05-01

XEL XCEL ENERGY INC15.7K shares-3.48%2026-03-312026-05-01

Sponsored

EEM ISHARES TR21.5K shares-0.38%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T26.6K shares-2.43%2026-03-312026-05-01

ED CONSOLIDATED EDISON INC10.4K shares0.00%2026-03-312026-05-01

KDP KEURIG DR PEPPER INC44.4K shares-3.37%2026-03-312026-05-01

PMAY INNOVATOR ETFS TRUST29.2K shares-8.33%2026-03-312026-05-01

PAGP PLAINS GP HLDGS L P47.3K shares0.00%2026-03-312026-05-01

YUM YUM BRANDS INC7.4K shares1.32%2026-03-312026-05-01

CARR CARRIER GLOBAL CORPORATION20.2K shares-0.00%2026-03-312026-05-01

Sponsored

ISHARES GOLD TR ISHARES GOLD TR12.7K shares0.43%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS23.6K shares-2.95%2026-03-312026-05-01

XLU SELECT SECTOR SPDR TR23.2K shares-1.71%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR41.4K shares27.01%2026-03-312026-05-01

ESGV VANGUARD WORLD FD9.4K shares0.00%2026-03-312026-05-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC9.1K shares-3.72%2026-03-312026-05-01

SBUX STARBUCKS CORP11.3K shares1.54%2026-03-312026-05-01

HST HOST HOTELS & RESORTS INC52.9K shares-6.42%2026-03-312026-05-01

Sponsored

CVS CVS HEALTH CORP14.1K shares-4.93%2026-03-312026-05-01

DXCM DEXCOM INC15.8K shares-0.25%2026-03-312026-05-01

STT STATE STR CORP7.7K shares-1.42%2026-03-312026-05-01

SRE SEMPRA9.9K shares1.52%2026-03-312026-05-01

MSI MOTOROLA SOLUTIONS INC2.2K shares0.23%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares2.46%2026-03-312026-05-01

HON HONEYWELL INTL INC4.1K shares-1.22%2026-03-312026-05-01

TROW PRICE T ROWE GROUP INC10.3K shares-4.80%2026-03-312026-05-01

Sponsored

IDU ISHARES TR8.0K shares2.58%2026-03-312026-05-01

INTC INTEL CORP20.7K shares2.64%2026-03-312026-05-01

GOVT ISHARES TR39.7K shares0.19%2026-03-312026-05-01

MS MORGAN STANLEY5.5K shares7.58%2026-03-312026-05-01

VOE VANGUARD INDEX FDS4.9K shares-2.43%2026-03-312026-05-01

HSY HERSHEY CO4.3K shares0.33%2026-03-312026-05-01

WFC WELLS FARGO & CO11.1K shares-8.98%2026-03-312026-05-01

PAUG INNOVATOR ETFS TRUST20.7K shares-11.96%2026-03-312026-05-01

Sponsored

XLE SELECT SECTOR SPDR TR14.3K shares-2.74%2026-03-312026-05-01

RF REGIONS FINANCIAL CORP NEW33.4K shares-0.00%2026-03-312026-05-01

LHX L3HARRIS TECHNOLOGIES INC2.5K shares-0.24%2026-03-312026-05-01

MPC MARATHON PETE CORP3.5K shares-4.29%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.4K shares2.22%2026-03-312026-05-01

FDX FEDEX CORP2.3K shares0.44%2026-03-312026-05-01

EPD ENTERPRISE PRODS PARTNERS L21.4K shares-1.23%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP1.3K shares5.92%2026-03-312026-05-01

Sponsored

UNH UNITEDHEALTH GROUP INC2.9K shares-2.62%2026-03-312026-05-01

AMGN AMGEN INC2.2K shares0.23%2026-03-312026-05-01

JMST J P MORGAN EXCHANGE TRADED F14.9K shares192.58%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN3.7K shares-1.71%2026-03-312026-05-01

IBDU ISHARES TR32.3K shares0.00%2026-03-312026-05-01

OTIS OTIS WORLDWIDE CORP9.7K shares-0.89%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC3.6K shares-5.89%2026-03-312026-05-01

F FORD MTR CO64.9K shares0.27%2026-03-312026-05-01

Sponsored

DIA STATE STR SPDR DOW JONES IND1.6K shares33.17%2026-03-312026-05-01

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY9.3K shares0.00%2026-03-312026-05-01

XLF SELECT SECTOR SPDR TR14.3K shares3.09%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC2.7K shares-1.95%2026-03-312026-05-01

XLG INVESCO EXCHANGE TRADED FD T12.5K shares0.52%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC1.9K shares-5.13%2026-03-312026-05-01

CBSH COMMERCE BANCSHARES INC13.8K shares-5.41%2026-03-312026-05-01

PSX PHILLIPS 663.7K shares19.88%2026-03-312026-05-01

Sponsored

LKFN LAKELAND FINL CORP11.7K shares-0.31%2026-03-312026-05-01

EVRG EVERGY INC8.2K shares-8.36%2026-03-312026-05-01

QCRH QCR HLDGS INC7.7K shares0.00%2026-03-312026-05-01

FI FISERV INC11.7K shares11.42%2026-03-312026-05-01

BA BOEING CO3.2K shares0.16%2026-03-312026-05-01

IYM ISHARES TR3.6K shares-1.26%2026-03-312026-05-01

SYY SYSCO CORP8.9K shares0.00%2026-03-312026-05-01

SHEL SHELL PLC6.7K shares-2.38%2026-03-312026-05-01

Sponsored

VIGI VANGUARD WHITEHALL FDS7.0K shares2.25%2026-03-312026-05-01

EGP EASTGROUP PPTYS INC3.3K shares0.00%2026-03-312026-05-01

TCAI TORTOISE CAPITAL SERIES TRUS17.6K shares0.00%2026-03-312026-05-01

MTUM ISHARES TR2.5K shares18.12%2026-03-312026-05-01

EFV ISHARES TR8.0K shares13.90%2026-03-312026-05-01

USB US BANCORP11.4K shares0.63%2026-03-312026-05-01

IBDY ISHARES TR22.7K shares0.00%2026-03-312026-05-01

BLACKSTONE INC BLACKSTONE INC5.1K shares-5.01%2026-03-312026-05-01

Sponsored

AEE AMEREN CORP5.3K shares0.00%2026-03-312026-05-01

BIL SPDR SERIES TRUST6.4K shares0.11%2026-03-312026-05-01

ADI ANALOG DEVICES INC1.8K shares2.51%2026-03-312026-05-01

TJX TJX COS INC NEW3.5K shares9.51%2026-03-312026-05-01

PNOV INNOVATOR ETFS TRUST13.6K shares-20.78%2026-03-312026-05-01

ATO ATMOS ENERGY CORP3.0K shares-1.87%2026-03-312026-05-01

PRU PRUDENTIAL FINL INC5.7K shares2.46%2026-03-312026-05-01

IYW ISHARES TR3.0K shares57.03%2026-03-312026-05-01

Sponsored

SUSB ISHARES TR21.9K shares0.00%2026-03-312026-05-01

TFC TRUIST FINL CORP11.8K shares-24.69%2026-03-312026-05-01

SPYM SPDR SERIES TRUST7.0K shares-30.59%2026-03-312026-05-01

FITB FIFTH THIRD BANCORP11.5K sharesnew addition2026-03-312026-05-01

ENB ENBRIDGE INC9.8K shares4.31%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR3.6K shares-8.16%2026-03-312026-05-01

IBIT ISHARES BITCOIN TRUST ETF13.5K shares-0.50%2026-03-312026-05-01

CB CHUBB LTD SWITZ1.6K shares-1.00%2026-03-312026-05-01

Sponsored

AMD ADVANCED MICRO DEVICES INC2.5K shares-46.15%2026-03-312026-05-01

HNRG HALLADOR ENERGY COMPANY31.5K shares0.00%2026-03-312026-05-01

KMI KINDER MORGAN INC DEL15.3K shares-2.05%2026-03-312026-05-01

CMCSA COMCAST CORP NEW17.8K shares0.54%2026-03-312026-05-01

OGE OGE ENERGY CORP10.6K shares0.15%2026-03-312026-05-01

WMB WILLIAMS COS INC7.0K shares11.95%2026-03-312026-05-01

IUSG ISHARES TR3.3K shares0.87%2026-03-312026-05-01

ES EVERSOURCE ENERGY7.2K shares0.00%2026-03-312026-05-01

Sponsored

HBAN HUNTINGTON BANCSHARES INC31.6K shares144.35%2026-03-312026-05-01

LQD ISHARES TR4.5K shares-50.00%2026-03-312026-05-01

VSS VANGUARD INTL EQUITY INDEX F3.3K shares-6.45%2026-03-312026-05-01

DFSU DIMENSIONAL ETF TRUST11.5K shares0.00%2026-03-312026-05-01

VGT VANGUARD WORLD FD675 shares1.05%2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC484 shares-8.16%2026-03-312026-05-01

ASTRAZENECA PLC ASTRAZENECA PLC2.3K sharesnew addition2026-03-312026-05-01

BND VANGUARD BD INDEX FDS6.2K shares-6.40%2026-03-312026-05-01

Sponsored

D DOMINION ENERGY INC7.4K shares-1.29%2026-03-312026-05-01

TFI SPDR SERIES TRUST10.0K shares0.00%2026-03-312026-05-01

OHI OMEGA HEALTHCARE INVS INC10.2K shares0.00%2026-03-312026-05-01

KAPR INNOVATOR ETFS TRUST12.2K shares-8.60%2026-03-312026-05-01

IOCT INNOVATOR ETFS TRUST12.3K shares-12.77%2026-03-312026-05-01

LYB LYONDELLBASELL INDUSTRIES NV5.3K shares6.99%2026-03-312026-05-01

VBR VANGUARD INDEX FDS2.0K shares19.54%2026-03-312026-05-01

PAYX PAYCHEX INC4.6K shares-19.33%2026-03-312026-05-01

Sponsored

WTRG ESSENTIAL UTILS INC10.5K shares0.00%2026-03-312026-05-01

QUAL ISHARES TR2.2K shares-2.11%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC4.2K shares-21.36%2026-03-312026-05-01

BP BP PLC8.8K shares0.40%2026-03-312026-05-01

JCI JOHNSON CONTROLS INTERNATION3.2K shares10.32%2026-03-312026-05-01

KJAN INNOVATOR ETFS TRUST9.9K shares-9.02%2026-03-312026-05-01

IYG ISHARES TR4.9K shares-8.24%2026-03-312026-05-01

VOOG VANGUARD ADMIRAL FDS INC997 shares1.12%2026-03-312026-05-01

Sponsored

DFUV DIMENSIONAL ETF TRUST8.3K shares53.68%2026-03-312026-05-01

QCOM QUALCOMM INC3.1K shares-0.10%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC2.5K shares9.74%2026-03-312026-05-01

FDN FIRST TR EXCHANGE-TRADED FD1.7K shares0.00%2026-03-312026-05-01

DFUS DIMENSIONAL ETF TRUST5.5K shares0.00%2026-03-312026-05-01

COEUR MNG INC COEUR MNG INC20.9K shares4.37%2026-03-312026-05-01

CPK CHESAPEAKE UTILS CORP3.1K shares0.00%2026-03-312026-05-01

OZK BANK OZK LITTLE ROCK ARK8.5K shares0.00%2026-03-312026-05-01

Sponsored

ZBH ZIMMER BIOMET HOLDINGS INC4.3K shares0.47%2026-03-312026-05-01

VXUS VANGUARD STAR FDS5.0K shares-17.45%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC1.1K shares-1.76%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS4.3K shares46.57%2026-03-312026-05-01

UGI UGI CORP NEW10.4K shares2.09%2026-03-312026-05-01

VMC VULCAN MATLS CO1.4K shares3.47%2026-03-312026-05-01

PAVE GLOBAL X FDS7.1K shares-21.52%2026-03-312026-05-01

IBDV ISHARES TR16.5K shares0.00%2026-03-312026-05-01

Sponsored

AEP AMERICAN ELEC PWR CO INC2.7K shares9.59%2026-03-312026-05-01

USRT ISHARES TR5.9K shares-9.87%2026-03-312026-05-01

O REALTY INCOME CORP5.7K shares-1.21%2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR11.8K shares0.00%2026-03-312026-05-01

IAPR INNOVATOR ETFS TRUST10.8K shares-15.44%2026-03-312026-05-01

GILD GILEAD SCIENCES INC2.4K shares-1.01%2026-03-312026-05-01

IYH ISHARES TR5.5K shares0.00%2026-03-312026-05-01

EOG EOG RES INC2.3K shares-49.45%2026-03-312026-05-01

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN3.7K sharesnew addition2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR10.8K sharesnew addition2026-03-312026-05-01

MGK VANGUARD WORLD FD899 shares-16.99%2026-03-312026-05-01

NJR NEW JERSEY RES CORP6.0K shares0.00%2026-03-312026-05-01

HRL HORMEL FOODS CORP14.5K shares0.72%2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC2.9K shares-1.77%2026-03-312026-05-01

MAR MARRIOTT INTL INC NEW1.0K shares-2.91%2026-03-312026-05-01

HPE HEWLETT PACKARD ENTERPRISE C13.7K shares11.57%2026-03-312026-05-01

Sponsored

SOUTHSTATE BK CORP SOUTHSTATE BK CORP3.5K shares0.00%2026-03-312026-05-01

NUE NUCOR CORP1.9K shares-2.00%2026-03-312026-05-01

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC4.5K shares-0.11%2026-03-312026-05-01

KJUL INNOVATOR ETFS TRUST10.0K shares-11.04%2026-03-312026-05-01

YUMC YUM CHINA HLDGS INC6.6K shares0.00%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP3.3K shares1.61%2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS5.2K shares11.54%2026-03-312026-05-01

AWR AMER STATES WTR CO4.1K shares0.00%2026-03-312026-05-01

Sponsored

CENCORA INC CENCORA INC969 shares-7.98%2026-03-312026-05-01

SCHZ SCHWAB STRATEGIC TR13.0K shares0.12%2026-03-312026-05-01

NTAP NETAPP INC2.9K shares4.51%2026-03-312026-05-01

VSGX VANGUARD WORLD FD4.2K shares-2.53%2026-03-312026-05-01

LNC LINCOLN NATL CORP IND8.5K shares-23.68%2026-03-312026-05-01

PLD PROLOGIS INC.2.2K shares11.99%2026-03-312026-05-01

VXF VANGUARD INDEX FDS1.4K shares4.36%2026-03-312026-05-01

NVS NOVARTIS AG1.9K shares-0.41%2026-03-312026-05-01

Sponsored

PRK PARK NATL CORP1.8K shares0.00%2026-03-312026-05-01

EQBK EQUITY BANCSHARES INC6.6K shares0.00%2026-03-312026-05-01

IJK ISHARES TR2.9K shares0.00%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS3.7K sharesnew addition2026-03-312026-05-01

NOV NOV INC15.4K shares0.00%2026-03-312026-05-01

NKE NIKE INC5.4K shares-3.67%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC4.9K shares0.66%2026-03-312026-05-01

IJUL INNOVATOR ETFS TRUST8.2K shares-18.65%2026-03-312026-05-01

Sponsored

FCAP FIRST CAP INC5.5K shares0.00%2026-03-312026-05-01

PPL PPL CORP7.1K shares0.00%2026-03-312026-05-01

SCCO SOUTHERN COPPER CORP1.6K shares-2.20%2026-03-312026-05-01

PHYS SPROTT ASSET MANAGEMENT LP7.5K shares-14.17%2026-03-312026-05-01

SOXX ISHARES TR790 shares0.89%2026-03-312026-05-01

BKLC BNY MELLON ETF TRUST2.1K shares0.00%2026-03-312026-05-01

HAS HASBRO INC2.7K shares-16.69%2026-03-312026-05-01

SCHK SCHWAB STRATEGIC TR8.0K shares0.25%2026-03-312026-05-01

Sponsored

CEG CONSTELLATION ENERGY CORP883 shares0.00%2026-03-312026-05-01

JXN JACKSON FINANCIAL INC2.3K shares0.00%2026-03-312026-05-01

VGSH VANGUARD SCOTTSDALE FDS4.2K sharesnew addition2026-03-312026-05-01

CRWD CROWDSTRIKE HLDGS INC618 shares3.69%2026-03-312026-05-01

WDFC WD 40 CO1.2K shares0.00%2026-03-312026-05-01

ASML ASML HLDG NV181 sharesnew addition2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC2.7K shares9.03%2026-03-312026-05-01

VRTX VERTEX PHARMACEUTICALS INC518 shares3.19%2026-03-312026-05-01

Sponsored

IJAN INNOVATOR ETFS TRUST6.3K shares-21.57%2026-03-312026-05-01

CRM SALESFORCE INC1.2K shares-8.25%2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC3.2K shares17.33%2026-03-312026-05-01

CEF SPROTT ASSET MANAGEMENT LP4.8K shares-14.14%2026-03-312026-05-01

NEM NEWMONT CORP2.1K shares-1.23%2026-03-312026-05-01

UNILEVER PLC UNILEVER PLC3.9K shares10.59%2026-03-312026-05-01

SLYV SPDR SERIES TRUST2.3K shares-2.87%2026-03-312026-05-01

BKH BLACK HILLS CORP3.2K shares0.00%2026-03-312026-05-01

Sponsored

KMB KIMBERLY-CLARK CORP2.3K shares-31.30%2026-03-312026-05-01

AEM AGNICO EAGLE MINES LTD1.1K sharesnew addition2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I704 sharesnew addition2026-03-312026-05-01

DTM DT MIDSTREAM INC1.5K sharesnew addition2026-03-312026-05-01

RIVN RIVIAN AUTOMOTIVE INC11.5K shares0.00%2026-03-312026-05-01

KBDC KAYNE ANDERSON BDC INC10.5K shares0.00%2026-03-312026-05-01

HYT BLACKROCK CORPOR HI YLD FD I11.8K shares0.00%2026-03-312026-05-01

VTI

VANGUARD INDEX FDS

3.02%

Shares5.0M

Event2026-03-31

Filed2026-05-01

VEU

VANGUARD INTL EQUITY INDEX F

1.65%

Shares7.6M

Event2026-03-31

Filed2026-05-01

HELO

J P MORGAN EXCHANGE TRADED F

9.75%

Shares2.9M

Event2026-03-31

Filed2026-05-01

VCRB

VANGUARD MALVERN FDS

19.70%

Shares2.1M

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

0.58%

Shares6.2M

Event2026-03-31

Filed2026-05-01

AGG

ISHARES TR

3.05%

Shares1.5M

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-5.46%

Shares223.1K

Event2026-03-31

Filed2026-05-01

FBND

FIDELITY MERRIMACK STR TR

4.07%

Shares2.8M

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

2.78%

Shares171.2K

Event2026-03-31

Filed2026-05-01

TSPA

T ROWE PRICE ETF INC

17.55%

Shares2.7M

Event2026-03-31

Filed2026-05-01

DFEM

DIMENSIONAL ETF TRUST

9.56%

Shares3.1M

Event2026-03-31

Filed2026-05-01

MUB

ISHARES TR

0.43%

Shares633.6K

Event2026-03-31

Filed2026-05-01

IXUS

ISHARES TR

-1.90%

Shares752.9K

Event2026-03-31

Filed2026-05-01

JMUB

J P MORGAN EXCHANGE TRADED F

3.10%

Shares1.3M

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

-3.91%

Shares1.5M

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-1.03%

Shares197.1K

Event2026-03-31

Filed2026-05-01

ITOT

ISHARES TR

-1.73%

Shares338.6K

Event2026-03-31

Filed2026-05-01

SCZ

ISHARES TR

-3.09%

Shares576.0K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-7.35%

Shares257.1K

Event2026-03-31

Filed2026-05-01

SCHF

SCHWAB STRATEGIC TR

-4.83%

Shares1.7M

Event2026-03-31

Filed2026-05-01

MGC

VANGUARD WORLD FD

-6.77%

Shares175.4K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

-1.53%

Shares42.5K

Event2026-03-31

Filed2026-05-01

DFIV

DIMENSIONAL ETF TRUST

-0.70%

Shares684.2K

Event2026-03-31

Filed2026-05-01

DUHP

DIMENSIONAL ETF TRUST

-3.63%

Shares976.0K

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

-1.02%

Shares476.9K

Event2026-03-31

Filed2026-05-01

DFAT

DIMENSIONAL ETF TRUST

-4.47%

Shares483.4K

Event2026-03-31

Filed2026-05-01

IVW

ISHARES TR

-1.50%

Shares262.0K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

1.83%

Shares73.5K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-3.74%

Shares85.2K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

-1.21%

Shares507.1K

Event2026-03-31

Filed2026-05-01

CWI

SPDR INDEX SHS FDS

-5.53%

Shares637.0K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

-6.74%

Shares52.0K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

-2.11%

Shares32.4K

Event2026-03-31

Filed2026-05-01

JKHY

HENRY JACK & ASSOC INC

-5.56%

Shares126.8K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-5.07%

Shares76.3K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-1.25%

Shares65.6K

Event2026-03-31

Filed2026-05-01

IWV

ISHARES TR

-0.21%

Shares49.7K

Event2026-03-31

Filed2026-05-01

DFAS

DIMENSIONAL ETF TRUST

-5.75%

Shares257.7K

Event2026-03-31

Filed2026-05-01

ORLY

OREILLY AUTOMOTIVE INC

-2.47%

Shares192.9K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

-2.78%

Shares87.6K

Event2026-03-31

Filed2026-05-01

GQGU

ADVISORS INNER CIRCLE FD III

504.07%

Shares616.1K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

2.71%

Shares132.2K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

-5.96%

Shares174.2K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

-4.02%

Shares81.8K

Event2026-03-31

Filed2026-05-01

PWR

QUANTA SVCS INC

-5.73%

Shares25.8K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

6.00%

Shares67.9K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

0.20%

Shares56.7K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

-7.58%

Shares18.8K

Event2026-03-31

Filed2026-05-01

IWP

ISHARES TR

-4.79%

Shares101.3K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-3.00%

Shares43.1K

Event2026-03-31

Filed2026-05-01

VYM

VANGUARD WHITEHALL FDS

-1.21%

Shares81.1K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

3.18%

Shares94.8K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

-0.22%

Shares144.8K

Event2026-03-31

Filed2026-05-01

DFAU

DIMENSIONAL ETF TRUST

-17.86%

Shares248.3K

Event2026-03-31

Filed2026-05-01

SDY

SPDR SERIES TRUST

-1.22%

Shares76.5K

Event2026-03-31

Filed2026-05-01

RIG

TRANSOCEAN LTD

-44.00%

Shares1.6M

Event2026-03-31

Filed2026-05-01

DIHP

DIMENSIONAL ETF TRUST

-17.07%

Shares335.5K

Event2026-03-31

Filed2026-05-01

KLAC

KLA CORP

-4.65%

Shares7.2K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-1.22%

Shares21.6K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

-5.57%

Shares46.7K

Event2026-03-31

Filed2026-05-01

DFIC

DIMENSIONAL ETF TRUST

-10.60%

Shares282.1K

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS

-1.44%

Shares199.1K

Event2026-03-31

Filed2026-05-01

DFIS

DIMENSIONAL ETF TRUST

2.08%

Shares289.4K

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

0.30%

Shares173.1K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

0.34%

Shares37.6K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-1.35%

Shares40.5K

Event2026-03-31

Filed2026-05-01