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The Analysis of IAG Wealth Partners, LLC's Holdings & P&L

Currently, IAG Wealth Partners, LLC holds 508 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in VUG (+259.8K shares, valued at $22.4M), PSH (+319.5K shares, valued at $15.9M), N/A (+324.4K shares, valued at $9.8M); decreased their positions in DON (-30.6K shares, valued at $1.7M), SJNK (-61.7K shares, valued at $1.5M), HAP (-16.9K shares, valued at $1.2M); initiated new positions in N/A (+389 shares, valued at $30.4K), ZTR (+3.7K shares, valued at $25.1K), N/A (+92 shares, valued at $15.7K).

1M P&L

-8.4M-0.91%

3M P&L

+14.3M+1.60%

HY P&L

-36.2M-3.83%

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/A873.0M

97.8%

2Drug Manufacturers - General2.8M

0.3%

3Insurance - Diversified2.4M

0.3%

Top Industries by Stock Count

1N/A229 stocks

49.7%

2Utilities - Regulated Electric9 stocks

2.0%

3Aerospace & Defense9 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STREET STATE STREET838.5K shares-0.91%2026-06-302026-08-06

JBND JPMORGAN ACTIVE1.1M shares0.46%2026-06-302026-08-06

AVIV AVANTIS INTL673.1K shares15.95%2026-06-302026-08-06

MMIT NYLI MACKAY2.0M shares3.26%2026-06-302026-08-06

GSLC GOLDMAN SACHS321.4K shares-1.26%2026-06-302026-08-06

DLN WISDOMTREE U S403.0K shares0.96%2026-06-302026-08-06

GSIE GOLDMAN SACHS701.2K shares8.24%2026-06-302026-08-06

DIVB ISHARES CORE508.9K shares-2.55%2026-06-302026-08-06

Sponsored

ISHARES CORE ISHARES CORE37.1K shares-2.93%2026-06-302026-08-06

FELG FIDELITY ENHANCED631.9K shares16.87%2026-06-302026-08-06

VUG VANGUARD GROWTH310.6K shares510.82%2026-06-302026-08-06

DON WISDOMTREE U S470.1K shares-6.12%2026-06-302026-08-06

AVDE AVANTIS INTL296.0K shares15.76%2026-06-302026-08-06

PWV INVESCO LARGE330.1K shares2.21%2026-06-302026-08-06

SPDW STATE STREET449.1K shares8.25%2026-06-302026-08-06

IMCG ISHARES MORNINGSTAR225.1K shares-2.10%2026-06-302026-08-06

Sponsored

PULS PGIM ULTRA429.9K shares3.33%2026-06-302026-08-06

CTA SIMPLIFY MANAGED821.0K shares3.29%2026-06-302026-08-06

JMUB JPMORGAN400.1K shares-3.17%2026-06-302026-08-06

HAP VANECK NATURAL236.2K shares-6.68%2026-06-302026-08-06

PSH PGIM SHORT321.8K shares14008.42%2026-06-302026-08-06

DBMF IMGP DBI511.9K shares-5.40%2026-06-302026-08-06

SPMD STATE STREET222.8K shares-2.98%2026-06-302026-08-06

RECS COLUMBIA RESEARCH347.4K shares2.80%2026-06-302026-08-06

Sponsored

SPTM STATE STREET164.7K shares-6.80%2026-06-302026-08-06

SPYG STATE STREET112.0K shares1.50%2026-06-302026-08-06

DGRW WISDOMTREE US128.9K shares0.98%2026-06-302026-08-06

IWY ISHARES RUSSELL41.0K shares-3.34%2026-06-302026-08-06

CWI STATE STREET282.9K shares1.00%2026-06-302026-08-06

SFLO VICTORYSHARES SMALL331.9K shares-3.17%2026-06-302026-08-06

MFS BLENDED MFS BLENDED329.7K shares6209.42%2026-06-302026-08-06

GUNR FLEXSHARES MORNINGSTAR167.6K shares2.89%2026-06-302026-08-06

Sponsored

SPSM STATE STREET137.4K shares1.57%2026-06-302026-08-06

SPAB STATE STREET306.3K shares1.74%2026-06-302026-08-06

MDYV STATE STREET77.6K shares-4.04%2026-06-302026-08-06

VIG VANGUARD DIVIDEND29.6K shares0.07%2026-06-302026-08-06

AVEM AVANTIS EMERGING71.4K shares3.33%2026-06-302026-08-06

FESM FIDELITY ENHANCED132.5K shares9.24%2026-06-302026-08-06

BBSC JPMORGAN68.6K shares1.63%2026-06-302026-08-06

SPYV STATE STREET100.9K shares-1.02%2026-06-302026-08-06

Sponsored

DFAE DIMENSIONAL EMERGING146.3K shares-4.82%2026-06-302026-08-06

PYLD PIMCO ENHANCED198.5K shares8.52%2026-06-302026-08-06

SPHQ INVESCO S&P57.1K shares-2.96%2026-06-302026-08-06

ISCG ISHARES MORNINGSTAR77.9K shares-0.27%2026-06-302026-08-06

FMDE FIDELITY ENHANCED121.1K shares-1.41%2026-06-302026-08-06

MDYG STATE STREET42.7K shares-4.41%2026-06-302026-08-06

GNR STATE STREET71.0K shares0.66%2026-06-302026-08-06

RODM HARTFORD MULTIFACTOR115.7K shares-2.60%2026-06-302026-08-06

Sponsored

DFIS DIMENSIONAL INTL112.6K shares11.21%2026-06-302026-08-06

FLQM FRANKLIN US63.1K shares-2.29%2026-06-302026-08-06

JHMM JOHN HANCOCK46.1K shares4.21%2026-06-302026-08-06

CSB VICTORYSHARES US51.9K shares0.75%2026-06-302026-08-06

NBCM NEUBERGER COMMODITY100.3K shares-17.23%2026-06-302026-08-06

JSMD JANUS DETROIT25.7K shares-7.89%2026-06-302026-08-06

BBUS JPMORGAN BETABUILDERS19.2K shares-3.59%2026-06-302026-08-06

SPEM STATE STREET47.6K shares6.11%2026-06-302026-08-06

Sponsored

BRK.B BERKSHIRE HATHAWAY4.8K shares-0.76%2026-06-302026-08-06

AVDV AVANTIS INTL22.5K shares-0.60%2026-06-302026-08-06

JMST JPMORGAN39.6K shares0.20%2026-06-302026-08-06

HELO JPMORGAN HEDGED28.6K shares-12.00%2026-06-302026-08-06

SMLV STATE STREET11.6K shares-3.23%2026-06-302026-08-06

SPGM STATE STREET21.2K shares24.63%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON6.8K shares-3.95%2026-06-302026-08-06

CGGE CAPITAL GROUP48.4K shares41.49%2026-06-302026-08-06

Sponsored

YLD PRINCIPAL ACTIVE87.8K shares11314.30%2026-06-302026-08-06

VNLA JANUS HENDERSON34.3K shares152.66%2026-06-302026-08-06

HTAB HARTFORD SCHRODERS86.2K shares-24.28%2026-06-302026-08-06

AAPL APPLE INC5.7K shares-2.95%2026-06-302026-08-06

WEC WEC ENERGY12.6K shares-4.19%2026-06-302026-08-06

VANGUARD TOTAL VANGUARD TOTAL4.0K shares-2.60%2026-06-302026-08-06

DES WISDOMTREE U S35.1K shares-2.86%2026-06-302026-08-06

VOO VANGUARD S&P2.0K shares-3.20%2026-06-302026-08-06

Sponsored

PBUS INVESCO MSCI15.8K shares-13.73%2026-06-302026-08-06

SCHM SCHWAB US32.0K shares-7.95%2026-06-302026-08-06

QQQ INVESCO QQQ1.4K shares4.81%2026-06-302026-08-06

BBMC JPMORGAN BETABUILDERS8.1K shares-2.68%2026-06-302026-08-06

GEM GOLDMAN SACHS17.0K shares-0.15%2026-06-302026-08-06

SLYV STATE STREET7.9K shares-5.59%2026-06-302026-08-06

NVDA NVIDIA CORP4.3K shares-4.47%2026-06-302026-08-06

VSS VANGUARD FTSE5.5K shares0.00%2026-06-302026-08-06

Sponsored

MSFT MICROSOFT CORP2.2K shares-1.28%2026-06-302026-08-06

IWM ISHARES RUSSELL2.7K shares4.87%2026-06-302026-08-06

VWO VANGUARD FSTE13.3K shares-2.77%2026-06-302026-08-06

BA BOEING COMPANY3.5K shares-0.49%2026-06-302026-08-06

LLY ELI LILLY612 shares32.47%2026-06-302026-08-06

JSML JANUS DETROIT7.7K shares-0.26%2026-06-302026-08-06

IWF ISHARES RUSSELL5.4K shares300.00%2026-06-302026-08-06

ARTY ISHARES FUTURE7.7K shares18.45%2026-06-302026-08-06

Sponsored

NUMG NUVEEN ESG12.4K shares-25.53%2026-06-302026-08-06

JOHNSON CONTROLS JOHNSON CONTROLS3.6K shares14.08%2026-06-302026-08-06

SPSB STATE STREET15.8K shares7.86%2026-06-302026-08-06

MTUM ISHARES MSCI1.4K shares-4.61%2026-06-302026-08-06

AMZN AMAZON COM1.9K shares14.20%2026-06-302026-08-06

VB VANGUARD SMALL1.5K shares0.00%2026-06-302026-08-06

SLYG STATE STREET3.7K shares-9.02%2026-06-302026-08-06

STATE STREET STATE STREET570 shares2.89%2026-06-302026-08-06

Sponsored

IJH ISHARES CORE5.4K shares-11.36%2026-06-302026-08-06

CAT CATERPILLAR INC383 shares-4.96%2026-06-302026-08-06

IJR ISHARES CORE2.7K shares1.68%2026-06-302026-08-06

GOOG ALPHABET INC1.1K shares9.34%2026-06-302026-08-06

JPMORGAN CHASE JPMORGAN CHASE1.1K shares-7.54%2026-06-302026-08-06

VTV VANGUARD VALUE1.7K shares-1.40%2026-06-302026-08-06

SMMU PIMCO SHORT7.0K shares0.97%2026-06-302026-08-06

SOXX ISHARES SEMICONDUCTOR516 shares11.69%2026-06-302026-08-06

Sponsored

HD HOME DEPOT931 shares0.00%2026-06-302026-08-06

APPLIED MATERIALS APPLIED MATERIALS445 shares0.00%2026-06-302026-08-06

DE DEERE & CO495 shares0.00%2026-06-302026-08-06

SCHV SCHWAB US9.0K shares0.00%2026-06-302026-08-06

COSTCO WHOLESALE COSTCO WHOLESALE328 shares0.00%2026-06-302026-08-06

SUSA ISHARES ESG2.0K shares0.00%2026-06-302026-08-06

KO COCA COLA COMPANY3.6K shares-5.12%2026-06-302026-08-06

FVD FIRST TRUST5.9K shares-12.00%2026-06-302026-08-06

Sponsored

NEXTERA ENERGY NEXTERA ENERGY3.2K shares0.00%2026-06-302026-08-06

BROADCOM INC BROADCOM INC735 shares-10.48%2026-06-302026-08-06

MDY SPDR S&P392 shares0.00%2026-06-302026-08-06

DLS WISDOMTREE INTL3.1K shares-0.32%2026-06-302026-08-06

DBEF XTRACKERS MSCI4.8K shares0.00%2026-06-302026-08-06

IYW ISHARES TECHNOLOGY978 shares0.00%2026-06-302026-08-06

ORACLE CORP ORACLE CORP1.6K shares0.00%2026-06-302026-08-06

MCD MCDONALDS CORP851 shares41.36%2026-06-302026-08-06

Sponsored

GWW GRAINGER W W168 shares-0.59%2026-06-302026-08-06

SCHX SCHWAB US7.7K shares0.00%2026-06-302026-08-06

BMNR BITMINE IMMERSION16.9K shares114.98%2026-06-302026-08-06

CVX CHEVRON CORP1.4K shares-8.85%2026-06-302026-08-06

GLD SPDR GOLD589 shares-9.24%2026-06-302026-08-06

IWD ISHARES RUSSELL879 shares0.00%2026-06-302026-08-06

STRATEGY INC STRATEGY INC2.4K shares64.24%2026-06-302026-08-06

PEP PEPSICO INC1.5K shares0.00%2026-06-302026-08-06

Sponsored

ABBVIE INC ABBVIE INC749 shares0.40%2026-06-302026-08-06

DGICA DONEGAL GROUP9.9K shares0.00%2026-06-302026-08-06

MLPX GLOBAL X2.5K shares-4.38%2026-06-302026-08-06

TSLA TESLA INC428 shares-5.73%2026-06-302026-08-06

FEX FIRST TRUST1.3K shares-3.42%2026-06-302026-08-06

WPC W P CAREY2.4K shares0.13%2026-06-302026-08-06

GS GOLDMAN SACHS167 shares0.00%2026-06-302026-08-06

NIC NICOLET BANKSHARES1.0K shares0.00%2026-06-302026-08-06

Sponsored

GOOGL ALPHABET INC465 shares-2.72%2026-06-302026-08-06

NUDM NUVEEN ESG4.1K shares0.00%2026-06-302026-08-06

BALI ISHARES U S4.8K shares0.00%2026-06-302026-08-06

ET ENERGY TRANSFER8.4K shares-23.28%2026-06-302026-08-06

VEA VANGUARD FTSE2.3K shares0.00%2026-06-302026-08-06

PBP INVESCO S&P6.9K shares0.00%2026-06-302026-08-06

IBIT ISHARES BITCOIN4.7K shares237.55%2026-06-302026-08-06

DFUS DIMENSIONAL US1.9K shares0.00%2026-06-302026-08-06

Sponsored

VISA INC VISA INC425 shares0.00%2026-06-302026-08-06

PRF INVESCO FTSE2.7K shares0.34%2026-06-302026-08-06

EFAA INVESCO MSCI2.5K shares0.00%2026-06-302026-08-06

SCHD SCHWAB US4.3K shares0.00%2026-06-302026-08-06

XLP STATE STREET1.6K shares0.25%2026-06-302026-08-06

RDVY FIRST TRUST1.6K shares1.38%2026-06-302026-08-06

CISCO SYSTEMS CISCO SYSTEMS1.1K shares-13.78%2026-06-302026-08-06

IEMG ISHARES CORE1.6K shares2.29%2026-06-302026-08-06

Sponsored

MRK MERCK & COMPANY981 shares0.20%2026-06-302026-08-06

NOC NORTHROP GRUMMAN246 shares0.00%2026-06-302026-08-06

AMGN AMGEN INC343 shares-19.10%2026-06-302026-08-06

SDY STATE STREET815 shares0.00%2026-06-302026-08-06

LNT ALLIANT ENERGY1.6K shares0.00%2026-06-302026-08-06

T AT&T INC5.8K shares0.00%2026-06-302026-08-06

NUBD NUVEEN ESG5.4K shares-10.91%2026-06-302026-08-06

EFA ISHARES MSCI1.1K shares0.00%2026-06-302026-08-06

Sponsored

AEE AMEREN CORP1.0K shares0.00%2026-06-302026-08-06

ARK AUTONOMOUS ARK AUTONOMOUS797 shares0.00%2026-06-302026-08-06

JPMORGAN JPMORGAN1.7K shares0.00%2026-06-302026-08-06

NUSC NUVEEN ESG2.0K shares6.36%2026-06-302026-08-06

IHDG WISDOMTREE TRUST2.0K shares0.00%2026-06-302026-08-06

USFR WISDOMTREE FLOATING2.0K shares-31.29%2026-06-302026-08-06

XEL XCEL ENERGY1.3K shares0.00%2026-06-302026-08-06

REET ISHARES GLOBAL3.6K shares0.00%2026-06-302026-08-06

Sponsored

AMD ADVANCED MICRO168 shares-3.45%2026-06-302026-08-06

META PLATFORMS META PLATFORMS173 shares-9.90%2026-06-302026-08-06

VGT VANGUARD INFORMATION808 shares787.91%2026-06-302026-08-06

WASTE MANAGEMENT WASTE MANAGEMENT423 shares-18.65%2026-06-302026-08-06

GXC STATE STREET1.1K shares0.00%2026-06-302026-08-06

VBK VANGUARD SMALL247 shares0.00%2026-06-302026-08-06

SOUTHERN COMPANY SOUTHERN COMPANY926 shares0.00%2026-06-302026-08-06

PRU PRUDENTIAL FINANCIAL805 shares0.88%2026-06-302026-08-06

Sponsored

TJX TJX COS568 shares-18.62%2026-06-302026-08-06

IEV ISHARES EUROPE1.2K shares1.72%2026-06-302026-08-06

IVW ISHARES S&P625 shares0.00%2026-06-302026-08-06

IAU ISHARES GOLD1.1K shares0.00%2026-06-302026-08-06

IVE ISHARES S&P352 shares0.00%2026-06-302026-08-06

ASML ASML HOLDING40 shares0.00%2026-06-302026-08-06

SYM SYMBOTIC INC1.8K shares0.00%2026-06-302026-08-06

ESGD ISHARES ESG765 shares0.00%2026-06-302026-08-06

Sponsored

ADP AUTOMATIC DATA333 shares0.00%2026-06-302026-08-06

GTO INVESCO TOTAL1.6K shares0.00%2026-06-302026-08-06

SJNK STATE STREET2.9K shares-95.47%2026-06-302026-08-06

MU MICRON TECHNOLOGY62 shares0.00%2026-06-302026-08-06

SPG SIMON PROPERTY315 shares-26.91%2026-06-302026-08-06

VYM VANGUARD HIGH442 shares0.00%2026-06-302026-08-06

BDX BECTON DICKINSON455 shares207.43%2026-06-302026-08-06

UPS UNITED PARCEL640 shares0.00%2026-06-302026-08-06

Sponsored

PANW PALO ALTO200 shares-7.41%2026-06-302026-08-06

WELL WELLTOWER INC300 shares0.00%2026-06-302026-08-06

MAR MARRIOTT INTL182 shares0.00%2026-06-302026-08-06

CGCV CAPITAL GROUP2.0K shares64.62%2026-06-302026-08-06

TMO THERMO FISHER129 shares-15.69%2026-06-302026-08-06

ARK NEXT ARK NEXT445 shares0.00%2026-06-302026-08-06

EPI WISDOMTREE INDIA1.4K shares0.00%2026-06-302026-08-06

MO ALTRIA GROUP846 shares1.20%2026-06-302026-08-06

Sponsored

XNTK STATE STREET155 shares0.00%2026-06-302026-08-06

VZ VERIZON COMMUNICATIONS1.4K shares6.52%2026-06-302026-08-06

DIS WALT DISNEY624 shares0.00%2026-06-302026-08-06

DFAT DIMENSIONAL US852 shares0.00%2026-06-302026-08-06

VBR VANGUARD SMALL245 shares0.00%2026-06-302026-08-06

BMO BANK MONTREAL335 shares0.00%2026-06-302026-08-06

LIN LINDE PLC113 shares-28.93%2026-06-302026-08-06

SLV ISHARES SILVER1.1K shares0.00%2026-06-302026-08-06

Sponsored

WMT WALMART INC512 shares-28.29%2026-06-302026-08-06

NFG NATIONAL FUEL750 shares0.00%2026-06-302026-08-06

ITOT ISHARES CORE345 shares0.00%2026-06-302026-08-06

VONE VANGUARD RUSSELL158 shares0.00%2026-06-302026-08-06

GE GE AEROSPACE141 shares0.00%2026-06-302026-08-06

MPC MARATHON PETROLEUM200 shares0.00%2026-06-302026-08-06

CTAS CINTAS CORP300 shares0.00%2026-06-302026-08-06

UNITEDHEALTH GROUP UNITEDHEALTH GROUP122 shares69.44%2026-06-302026-08-06

Sponsored

ARK INNOVATION ARK INNOVATION627 shares0.00%2026-06-302026-08-06

JPIB JPMORGAN1.0K shares0.00%2026-06-302026-08-06

SPGP INVESCO S&P407 shares0.00%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP50 shares-28.57%2026-06-302026-08-06

FSSL FS SPECIALTY4.4K shares-6.84%2026-06-302026-08-06

IJS ISHARES S&P350 shares0.00%2026-06-302026-08-06

FDX FEDEX CORP152 shares0.00%2026-06-302026-08-06

SPDR GOLD SPDR GOLD582 shares0.00%2026-06-302026-08-06

Sponsored

DGRO ISHARES CORE592 shares0.00%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR93 shares-9.71%2026-06-302026-08-06

HPE HEWLETT PACKARD975 shares0.00%2026-06-302026-08-06

FI FISERV INC896 shares47.85%2026-06-302026-08-06

COF CAPITAL ONE216 shares0.00%2026-06-302026-08-06

MGEE MGE ENERGY INC528 shares0.00%2026-06-302026-08-06

PG PROCTER & GAMBLE294 shares-23.44%2026-06-302026-08-06

NETFLIX INC NETFLIX INC590 shares0.00%2026-06-302026-08-06

Sponsored

IXUS ISHARES CORE436 shares0.00%2026-06-302026-08-06

FTAI FTAI AVIATION150 shares0.00%2026-06-302026-08-06

ROYAL CARIBBEAN ROYAL CARIBBEAN127 shares0.00%2026-06-302026-08-06

TKO TKO GROUP200 shares0.00%2026-06-302026-08-06

CEF SPROTT PHYSICAL1.0K shares0.00%2026-06-302026-08-06

ELV ELEVANCE HEALTH104 shares0.00%2026-06-302026-08-06

MS MORGAN STANLEY190 shares-42.42%2026-06-302026-08-06

ETHA ISHARES ETHEREUM3.3K shares-81.76%2026-06-302026-08-06

Sponsored

AEM AGNICO-EAGLE254 shares0.00%2026-06-302026-08-06

GNRC GENERAC HOLDINGS133 shares0.00%2026-06-302026-08-06

APH AMPHENOL CORP214 shares0.00%2026-06-302026-08-06

ASB ASSOCIATED BANC1.2K shares0.00%2026-06-302026-08-06

SCHW SCHWAB CHARLES400 shares0.00%2026-06-302026-08-06

IBM INTL BUSINESS131 shares95.52%2026-06-302026-08-06

KMB KIMBERLY CLARK328 shares0.00%2026-06-302026-08-06

XLV STATE STREET215 shares0.00%2026-06-302026-08-06

Sponsored

UNP UNION PACIFIC CORP125 shares0.00%2026-06-302026-08-06

ALIBABA GROUP ALIBABA GROUP353 shares0.00%2026-06-302026-08-06

WPM WHEATON PRECIOUS300 shares0.00%2026-06-302026-08-06

EPD ENTERPRISE PRODUCTS904 shares0.00%2026-06-302026-08-06

ABT ABBOTT LABORATORIES365 shares-31.26%2026-06-302026-08-06

CGGR CAPITAL GROUP693 shares169.65%2026-06-302026-08-06

DTD WISDOMTREE U S350 shares0.00%2026-06-302026-08-06

EDIV STATE STREET793 shares0.00%2026-06-302026-08-06

Sponsored

AVMC AVANTIS U S401 shares3.62%2026-06-302026-08-06

IUSG ISHARES S&P169 shares0.00%2026-06-302026-08-06

PFE PFIZER INC1.3K shares0.71%2026-06-302026-08-06

MEDTRONIC PLC MEDTRONIC PLC389 sharesnew addition2026-06-302026-08-06

UAL UNITED AIRLINES222 shares0.00%2026-06-302026-08-06

IRM IRON MOUNTAIN236 shares0.00%2026-06-302026-08-06

QTEC FIRST TRUST89 shares0.00%2026-06-302026-08-06

PHO INVESCO WATER425 shares0.00%2026-06-302026-08-06

Sponsored

FBND FIDELITY TOTAL641 shares0.00%2026-06-302026-08-06

NBIS NEBIUS GROUP105 shares0.00%2026-06-302026-08-06

CPT CAMDEN PROPERTY250 shares0.00%2026-06-302026-08-06

YUM YUM BRANDS INC178 shares0.00%2026-06-302026-08-06

VANECK GOLD VANECK GOLD375 shares0.00%2026-06-302026-08-06

ROK ROCKWELL AUTOMATION57 shares-54.03%2026-06-302026-08-06

NAVI NAVIENT CORP3.3K shares0.00%2026-06-302026-08-06

UFPI UFP INDUSTRIES300 shares0.00%2026-06-302026-08-06

Sponsored

COR CENCORA INC96 shares0.00%2026-06-302026-08-06

DAL DELTA AIRLINES287 shares0.00%2026-06-302026-08-06

SCZ ISHARES MSCI326 shares0.00%2026-06-302026-08-06

NOBL PROSHARES S&P470 shares100.00%2026-06-302026-08-06

PPG PPG INDUSTRIES217 shares0.00%2026-06-302026-08-06

ORLY O REILLY AUTOMOTIVE285 shares0.00%2026-06-302026-08-06

QCOM QUALCOMM INC142 shares0.00%2026-06-302026-08-06

CHD CHURCH & DWIGHT270 shares0.00%2026-06-302026-08-06

Sponsored

FIS FIDELITY NATIONAL672 shares0.00%2026-06-302026-08-06

IUSV ISHARES CORE236 shares0.00%2026-06-302026-08-06

QCLN FIRST TRUST420 shares0.00%2026-06-302026-08-06

ZTR VIRTUS TOTAL3.7K sharesnew addition2026-06-302026-08-06

DFUV DIMENSIONAL US456 shares0.00%2026-06-302026-08-06

COP CONOCOPHILLIPS240 shares6.67%2026-06-302026-08-06

PIN INVESCO INDIA1.2K shares2.85%2026-06-302026-08-06

HOG HARLEY DAVIDSON999 shares0.00%2026-06-302026-08-06

Sponsored

VLO VALERO ENERGY93 shares0.00%2026-06-302026-08-06

DHR DANAHER CORP126 shares0.00%2026-06-302026-08-06

WMB WILLIAMS COS321 shares0.00%2026-06-302026-08-06

XLE STATE STREET448 shares0.00%2026-06-302026-08-06

LPLA LPL FINANCIAL84 shares0.00%2026-06-302026-08-06

WINN HARBOR LONG724 shares0.00%2026-06-302026-08-06

GEV GE VERNOVA20 shares0.00%2026-06-302026-08-06

TTC TORO CO240 shares0.00%2026-06-302026-08-06

Sponsored

WAT WATERS CORP61 shares205.00%2026-06-302026-08-06

MGK VANGUARD MEGA260 shares400.00%2026-06-302026-08-06

VRT VERTIV HOLDINGS67 shares0.00%2026-06-302026-08-06

TXN TEXAS INSTRUMENTS75 shares0.00%2026-06-302026-08-06

CMCSA COMCAST CORP909 shares0.00%2026-06-302026-08-06

VIGI VANGUARD INTERNATIONAL234 shares0.00%2026-06-302026-08-06

IHF ISHARES U S390 shares0.00%2026-06-302026-08-06

NLR VANECK URANIUM186 shares0.00%2026-06-302026-08-06

Sponsored

F FORD MOTOR1.5K shares0.00%2026-06-302026-08-06

PYPL PAYPAL HOLDINGS479 shares0.42%2026-06-302026-08-06

SHW SHERWIN WILLIAMS60 shares0.00%2026-06-302026-08-06

REGN REGENERON PHARMACEUTICAL33 shares0.00%2026-06-302026-08-06

CRM SALESFORCE INC130 shares0.00%2026-06-302026-08-06

MPW MEDICAL PROPERTIES4.4K shares1.89%2026-06-302026-08-06

OESX ORION ENERGY1.7K shares0.00%2026-06-302026-08-06

PALANTIR TECHNOLOGIES PALANTIR TECHNOLOGIES168 shares0.00%2026-06-302026-08-06

Sponsored

SPLV INVESCO S&P260 shares0.00%2026-06-302026-08-06

CNI CANADIAN NATIONAL162 shares-38.17%2026-06-302026-08-06

BMY BRISTOL MYERS335 shares0.00%2026-06-302026-08-06

EGP EASTGROUP PROPERTIES95 shares0.00%2026-06-302026-08-06

ACWI ISHARES MSCI120 shares10.09%2026-06-302026-08-06

CCJ CAMECO CORP184 shares0.00%2026-06-302026-08-06

MUSA MURPHY USA34 shares0.00%2026-06-302026-08-06

CGXU CAPITAL GROUP528 shares0.00%2026-06-302026-08-06

Sponsored

CYBN CYBIN INC2.8K shares0.00%2026-06-302026-08-06

BKR BAKER HUGHES325 shares0.00%2026-06-302026-08-06

EOG EOG RESOURCES139 shares0.00%2026-06-302026-08-06

LHX L3HARRIS TECHNOLOGIES60 shares0.00%2026-06-302026-08-06

ALL ALLSTATE CORP73 shares0.00%2026-06-302026-08-06

SNPE XTRACKERS S&P252 shares0.00%2026-06-302026-08-06

DUK DUKE ENERGY136 shares-50.55%2026-06-302026-08-06

DRS LEONARDO DRS400 shares0.00%2026-06-302026-08-06

Sponsored

CGUS CAPITAL GROUP373 shares0.00%2026-06-302026-08-06

AVA AVISTA CORP400 shares0.00%2026-06-302026-08-06

NUVEEN ESG NUVEEN ESG375 shares-25.74%2026-06-302026-08-06

CDNS CADENCE DESIGN43 shares0.00%2026-06-302026-08-06

TDG TRANSDIGM GROUP12 shares0.00%2026-06-302026-08-06

SPACE EXPLORATION SPACE EXPLORATION92 sharesnew addition2026-06-302026-08-06

IOO ISHARES GLOBAL115 shares0.00%2026-06-302026-08-06

ITW ILLINOIS TOOL58 shares100.00%2026-06-302026-08-06

Sponsored

NVO NOVO NORDISK326 shares0.00%2026-06-302026-08-06

MAIN MAIN STREET300 shares0.00%2026-06-302026-08-06

VNM VANECK VIETNAM829 shares0.00%2026-06-302026-08-06

ROP ROPER TECHNOLOGIES45 shares0.00%2026-06-302026-08-06

XYZ BLOCK INC200 shares0.00%2026-06-302026-08-06

CW CURTISS WRIGHT CORP DE20 shares0.00%2026-06-302026-08-06

ABRDN STANDARD ABRDN STANDARD396 shares0.00%2026-06-302026-08-06

BK BANK NEW YORK103 shares-64.85%2026-06-302026-08-06

Sponsored

BMI BADGER METER100 shares0.00%2026-06-302026-08-06

ARK GENOMIC ARK GENOMIC351 shares0.00%2026-06-302026-08-06

SCCO SOUTHERN COPPER84 shares0.00%2026-06-302026-08-06

LEGN LEGEND BIOTECH500 shares0.00%2026-06-302026-08-06

PSX PHILLIPS 6685 shares0.00%2026-06-302026-08-06

CGMM CAPITAL GROUP434 shares0.00%2026-06-302026-08-06

LCNB LCNB CORP800 shares0.00%2026-06-302026-08-06

IWR ISHARES RUSSELL126 shares0.00%2026-06-302026-08-06

Sponsored

VPL VANGUARD FTSE120 shares0.00%2026-06-302026-08-06

MPWR MONOLITHIC POWER10 shares0.00%2026-06-302026-08-06

WBD WARNER BROS516 shares0.00%2026-06-302026-08-06

O REALTY INCOME218 shares0.00%2026-06-302026-08-06

BUFF INNOVATOR ETFS250 shares0.00%2026-06-302026-08-06

LYFT INC LYFT INC900 shares0.00%2026-06-302026-08-06

ADI ANALOG DEVICES32 shares0.00%2026-06-302026-08-06

IWB ISHARES RUSSELL31 shares-16.22%2026-06-302026-08-06

Sponsored

VXF VANGUARD EXTENDED50 shares0.00%2026-06-302026-08-06

CCL CARNIVAL CORP420 sharesnew addition2026-06-302026-08-06

BX BLACKSTONE INC100 shares0.00%2026-06-302026-08-06

VGK VANGUARD FTSE130 shares0.00%2026-06-302026-08-06

FEDEX FREIGHT FEDEX FREIGHT76 sharesnew addition2026-06-302026-08-06

CDE COEUR MINING694 shares0.00%2026-06-302026-08-06

LOW LOWES COMPANIES51 shares-67.31%2026-06-302026-08-06

KTOS KRATOS DEFENSE225 shares0.00%2026-06-302026-08-06

Sponsored

RIO RIO TINTO118 shares0.00%2026-06-302026-08-06

SOFI SOFI TECHNOLOGIES617 shares13.42%2026-06-302026-08-06

XMMO INVESCO S&P65 shares18.18%2026-06-302026-08-06

HYG ISHARES IBOXX137 shares0.00%2026-06-302026-08-06

TIP ISHARES TIPS100 shares0.00%2026-06-302026-08-06

BND VANGUARD TOTAL149 shares0.00%2026-06-302026-08-06

IOVA IOVANCE BIOTHERAPEUTICS2.6K shares0.00%2026-06-302026-08-06

JOBY JOBY AVIATION1.2K shares0.00%2026-06-302026-08-06

Sponsored

RSP INVESCO S&P50 shares0.00%2026-06-302026-08-06

SERVICENOW INC SERVICENOW INC107 shares-23.57%2026-06-302026-08-06

EFV ISHARES MSCI136 shares0.00%2026-06-302026-08-06

ESML ISHARES ESG185 shares0.00%2026-06-302026-08-06

SQM SOCIEDAD QUIMICA137 shares0.00%2026-06-302026-08-06

VOOG VANGUARD S&P120 shares500.00%2026-06-302026-08-06

OKE ONEOK INC112 shares0.00%2026-06-302026-08-06

PBA PEMBINA PIPELINE200 shares0.00%2026-06-302026-08-06

Sponsored

QUAL ISHARES MSCI41 shares-19.61%2026-06-302026-08-06

IDEXX LABS INC IDEXX LABS INC17 shares0.00%2026-06-302026-08-06

AG FIRST MAJESTIC520 shares0.00%2026-06-302026-08-06

RPM RPM INTL INC77 shares0.00%2026-06-302026-08-06

WWJD INSPIRE INTL224 shares0.00%2026-06-302026-08-06

SYY SYSCO CORP100 shares0.00%2026-06-302026-08-06

DELL DELL TECHNOLOGIES19 shares0.00%2026-06-302026-08-06

LTH LIFE TIME200 shares0.00%2026-06-302026-08-06

Sponsored

3M COMPANY 3M COMPANY50 shares0.00%2026-06-302026-08-06

NEM NEWMONT CORP84 shares0.00%2026-06-302026-08-06

BAC BANK AMERICA133 shares0.00%2026-06-302026-08-06

FBCG FIDELITY BLUE115 shares0.00%2026-06-302026-08-06

BAUG INNOVATOR U S132 shares0.00%2026-06-302026-08-06

PM PHILIP MORRIS39 shares0.00%2026-06-302026-08-06

ISCB ISHARES MORNINGSTAR93 shares0.00%2026-06-302026-08-06

EIDO ISHARES MSCI611 shares1.83%2026-06-302026-08-06

Sponsored

MSGS MADISON SQUARE17 shares0.00%2026-06-302026-08-06

MTN VAIL RESORTS50 shares0.00%2026-06-302026-08-06

MET METLIFE INC80 shares0.00%2026-06-302026-08-06

DOV DOVER CORP30 shares0.00%2026-06-302026-08-06

IMTB ISHARES CORE154 sharesnew addition2026-06-302026-08-06

PVAL PUTNAM FOCUSED127 shares0.00%2026-06-302026-08-06

EOLS EVOLUS INC927 shares0.00%2026-06-302026-08-06

WTS WATTS WATER16 shares0.00%2026-06-302026-08-06

Sponsored

ACCENTURE PLC ACCENTURE PLC50 sharesnew addition2026-06-302026-08-06

VNQ VANGUARD REAL62 shares0.00%2026-06-302026-08-06

EXXON MOBIL EXXON MOBIL43 shares-95.84%2026-06-302026-08-06

AVUS AVANTIS U S45 shares0.00%2026-06-302026-08-06

ISTB ISHARES CORE119 sharesnew addition2026-06-302026-08-06

EMR EMERSON ELECTRIC40 shares-77.27%2026-06-302026-08-06

OMFS INVESCO RUSSELL104 shares0.00%2026-06-302026-08-06

AVUV AVANTIS U S43 shares0.00%2026-06-302026-08-06

Sponsored

INFY INFOSYS LTD496 shares0.00%2026-06-302026-08-06

RGA REINSURANCE GROUP24 shares0.00%2026-06-302026-08-06

MASTERCARD INC MASTERCARD INC10 shares0.00%2026-06-302026-08-06

VEU VANGUARD FTSE61 shares0.00%2026-06-302026-08-06

VXUS VANGUARD TOTAL59 shares0.00%2026-06-302026-08-06

USRT ISHARES CORE75 sharesnew addition2026-06-302026-08-06

AVXL ANAVEX LIFE1.9K shares0.00%2026-06-302026-08-06

ECNS ISHARES MSCI170 shares1.80%2026-06-302026-08-06

Sponsored

INTU INTUIT INC17 shares0.00%2026-06-302026-08-06

MDLZ MONDELEZ INTERNATIONAL76 shares0.00%2026-06-302026-08-06

FBIN FORTUNE BRANDS80 shares0.00%2026-06-302026-08-06

GLW CORNING INC17 shares-29.17%2026-06-302026-08-06

IRWD IRONWOOD PHARMACEUTICALS1.0K shares0.00%2026-06-302026-08-06

LFMD LIFEMD INC1.0K shares0.00%2026-06-302026-08-06

MGNR AMERICAN BEACON85 shares0.00%2026-06-302026-08-06

MATW MATTHEWS INTL CORP CL A153 shares0.00%2026-06-302026-08-06

Sponsored

EQH EQUITABLE HOLDINGS94 shares0.00%2026-06-302026-08-06

CEG CONSTELLATION ENERGY16 shares0.00%2026-06-302026-08-06

BJUL INNOVATOR U S72 shares0.00%2026-06-302026-08-06

WRAP WRAP TECHNOLOGIES3.0K shares0.00%2026-06-302026-08-06

ALB ALBEMARLE CORP28 shares0.00%2026-06-302026-08-06

HRL HORMEL FOODS150 shares0.00%2026-06-302026-08-06

PJUL INNOVATOR U S74 shares0.00%2026-06-302026-08-06

IREN IREN LTD78 shares0.00%2026-06-302026-08-06

Sponsored

SILA SILA REALTY117 shares0.00%2026-06-302026-08-06

CONSTELLATION BRANDS CONSTELLATION BRANDS25 shares0.00%2026-06-302026-08-06

ZBH ZIMMER BIOMET40 shares0.00%2026-06-302026-08-06

BBRE JPMORGAN BETABUILDERS32 shares0.00%2026-06-302026-08-06

BLCN SIREN NEXGEN128 shares0.00%2026-06-302026-08-06

ISMD INSPIRE SMALL63 shares0.00%2026-06-302026-08-06

GDXJ VANECK JR28 shares0.00%2026-06-302026-08-06

CCI CROWN CASTLE36 shares0.00%2026-06-302026-08-06

Sponsored

FNDF SCHWAB FUNDAMENTAL51 shares0.00%2026-06-302026-08-06

PHM PULTEGROUP INC20 shares0.00%2026-06-302026-08-06

CSIQ CANADIAN SOLAR167 shares0.00%2026-06-302026-08-06

TCAF T ROWE62 shares0.00%2026-06-302026-08-06

ZIM ZIM INTEGRATED97 shares0.00%2026-06-302026-08-06

FE FIRSTENERGY CORP53 shares0.00%2026-06-302026-08-06

TOL TOLL BROTHERS15 shares0.00%2026-06-302026-08-06

FNDX SCHWAB FUNDAMENTAL78 shares0.00%2026-06-302026-08-06

Sponsored

DEO DIAGEO PLC30 shares0.00%2026-06-302026-08-06

GME.WS GAMESTOP CORP848 sharesnew addition2026-06-302026-08-06

EXC EXELON CORP49 shares0.00%2026-06-302026-08-06

XLC STATE STREET20 shares0.00%2026-06-302026-08-06

BSX BOSTON SCIENTIFIC50 shares0.00%2026-06-302026-08-06

CBRL CRACKER BARREL40 shares0.00%2026-06-302026-08-06

MARRIOTT VACATIONS MARRIOTT VACATIONS19 shares0.00%2026-06-302026-08-06

ISHARES CORE ISHARES CORE20 sharesnew addition2026-06-302026-08-06

Sponsored

FYC FIRST TRUST15 sharesnew addition2026-06-302026-08-06

VIA VIA TRANSN100 shares0.00%2026-06-302026-08-06

JEPI JPMORGAN32 shares0.00%2026-06-302026-08-06

QDEL QUIDELORTHO CORP100 shares0.00%2026-06-302026-08-06

AIRR FIRST TRUST13 sharesnew addition2026-06-302026-08-06

GRID FIRST TRUST9 sharesnew addition2026-06-302026-08-06

FNDE SCHWAB FUNDAMENTAL43 shares0.00%2026-06-302026-08-06

XAR STATE STREER6 sharesnew addition2026-06-302026-08-06

Sponsored

MFSG MFS ACTIVE54 shares-97.12%2026-06-302026-08-06

VSNT VERSANT MEDIA43 shares0.00%2026-06-302026-08-06

TWIN TWIN DISC66 shares0.00%2026-06-302026-08-06

BP BP PLC40 shares0.00%2026-06-302026-08-06

VOD VODAFONE GROUP109 shares0.00%2026-06-302026-08-06

AMERIPRISE FINANCIAL AMERIPRISE FINANCIAL3 shares0.00%2026-06-302026-08-06

IAI ISHARES U S7 sharesnew addition2026-06-302026-08-06

DJT TRUMP MEDIA156 shares0.00%2026-06-302026-08-06

Sponsored

BHF BRIGHTHOUSE FINANCIAL18 shares38.46%2026-06-302026-08-06

GD GENERAL DYNAMICS3 shares0.00%2026-06-302026-08-06

MJ AMPLIFY ALTERNATIVE38 shares0.00%2026-06-302026-08-06

KHC KRAFT HEINZ41 shares0.00%2026-06-302026-08-06

ELS EQUITY LIFESTYLE15 shares0.00%2026-06-302026-08-06

FIP FTAI INFRASTRUCTURE200 shares0.00%2026-06-302026-08-06

SOLV SOLVENTUM CORP12 shares0.00%2026-06-302026-08-06

GEHC GE HEALTHCARE14 shares0.00%2026-06-302026-08-06

Sponsored

DGX QUEST DIAGNOSTICS4 shares0.00%2026-06-302026-08-06

MBC MASTERBRAND INC80 shares0.00%2026-06-302026-08-06

VOE VANGUARD MID4 shares0.00%2026-06-302026-08-06

FITB FIFTH THIRD13 shares0.00%2026-06-302026-08-06

GIL GILDAN ACTIVEWEAR12 shares0.00%2026-06-302026-08-06

QS QUANTUMSCAPE CORP80 shares0.00%2026-06-302026-08-06

C CITIGROUP INC4 shares0.00%2026-06-302026-08-06

NAT NORDIC AMERICAN100 shares0.00%2026-06-302026-08-06

Sponsored

PNW PINNACLE WEST5 shares0.00%2026-06-302026-08-06

ANGX ANGEL STUDIOS145 shares0.00%2026-06-302026-08-06

LUMN LUMEN TECHNOLOGIES65 shares0.00%2026-06-302026-08-06

QSR RESTAURANT BRANDS6 shares0.00%2026-06-302026-08-06

STATE STREET

-0.91%

Shares838.5K

Event2026-06-30

Filed2026-08-06

JBND

JPMORGAN ACTIVE

0.46%

Shares1.1M

Event2026-06-30

Filed2026-08-06

AVIV

AVANTIS INTL

15.95%

Shares673.1K

Event2026-06-30

Filed2026-08-06

MMIT

NYLI MACKAY

3.26%

Shares2.0M

Event2026-06-30

Filed2026-08-06

GSLC

GOLDMAN SACHS

-1.26%

Shares321.4K

Event2026-06-30

Filed2026-08-06

DLN

WISDOMTREE U S

0.96%

Shares403.0K

Event2026-06-30

Filed2026-08-06

GSIE

GOLDMAN SACHS

8.24%

Shares701.2K

Event2026-06-30

Filed2026-08-06

DIVB

ISHARES CORE

-2.55%

Shares508.9K

Event2026-06-30

Filed2026-08-06

ISHARES CORE

-2.93%

Shares37.1K

Event2026-06-30

Filed2026-08-06

FELG

FIDELITY ENHANCED

16.87%

Shares631.9K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD GROWTH

510.82%

Shares310.6K

Event2026-06-30

Filed2026-08-06

DON

WISDOMTREE U S

-6.12%

Shares470.1K

Event2026-06-30

Filed2026-08-06

AVDE

AVANTIS INTL

15.76%

Shares296.0K

Event2026-06-30

Filed2026-08-06

PWV

INVESCO LARGE

2.21%

Shares330.1K

Event2026-06-30

Filed2026-08-06

SPDW

STATE STREET

8.25%

Shares449.1K

Event2026-06-30

Filed2026-08-06

IMCG

ISHARES MORNINGSTAR

-2.10%

Shares225.1K

Event2026-06-30

Filed2026-08-06

PULS

PGIM ULTRA

3.33%

Shares429.9K

Event2026-06-30

Filed2026-08-06

CTA

SIMPLIFY MANAGED

3.29%

Shares821.0K

Event2026-06-30

Filed2026-08-06

JMUB

JPMORGAN

-3.17%

Shares400.1K

Event2026-06-30

Filed2026-08-06

HAP

VANECK NATURAL

-6.68%

Shares236.2K

Event2026-06-30

Filed2026-08-06

PSH

PGIM SHORT

14008.42%

Shares321.8K

Event2026-06-30

Filed2026-08-06

DBMF

IMGP DBI

-5.40%

Shares511.9K

Event2026-06-30

Filed2026-08-06

SPMD

STATE STREET

-2.98%

Shares222.8K

Event2026-06-30

Filed2026-08-06

RECS

COLUMBIA RESEARCH

2.80%

Shares347.4K

Event2026-06-30

Filed2026-08-06

SPTM

STATE STREET

-6.80%

Shares164.7K

Event2026-06-30

Filed2026-08-06

SPYG

STATE STREET

1.50%

Shares112.0K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE US

0.98%

Shares128.9K

Event2026-06-30

Filed2026-08-06

IWY

ISHARES RUSSELL

-3.34%

Shares41.0K

Event2026-06-30

Filed2026-08-06

CWI

STATE STREET

1.00%

Shares282.9K

Event2026-06-30

Filed2026-08-06

SFLO

VICTORYSHARES SMALL

-3.17%

Shares331.9K

Event2026-06-30

Filed2026-08-06

MFS BLENDED

6209.42%

Shares329.7K

Event2026-06-30

Filed2026-08-06

GUNR

FLEXSHARES MORNINGSTAR

2.89%

Shares167.6K

Event2026-06-30

Filed2026-08-06

SPSM

STATE STREET

1.57%

Shares137.4K

Event2026-06-30

Filed2026-08-06

SPAB

STATE STREET

1.74%

Shares306.3K

Event2026-06-30

Filed2026-08-06

MDYV

STATE STREET

-4.04%

Shares77.6K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD DIVIDEND

0.07%

Shares29.6K

Event2026-06-30

Filed2026-08-06

AVEM

AVANTIS EMERGING

3.33%

Shares71.4K

Event2026-06-30

Filed2026-08-06

FESM

FIDELITY ENHANCED

9.24%

Shares132.5K

Event2026-06-30

Filed2026-08-06

BBSC

JPMORGAN

1.63%

Shares68.6K

Event2026-06-30

Filed2026-08-06

SPYV

STATE STREET

-1.02%

Shares100.9K

Event2026-06-30

Filed2026-08-06

DFAE

DIMENSIONAL EMERGING

-4.82%

Shares146.3K

Event2026-06-30

Filed2026-08-06

PYLD

PIMCO ENHANCED

8.52%

Shares198.5K

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO S&P

-2.96%

Shares57.1K

Event2026-06-30

Filed2026-08-06

ISCG

ISHARES MORNINGSTAR

-0.27%

Shares77.9K

Event2026-06-30

Filed2026-08-06

FMDE

FIDELITY ENHANCED

-1.41%

Shares121.1K

Event2026-06-30

Filed2026-08-06

MDYG

STATE STREET

-4.41%

Shares42.7K

Event2026-06-30

Filed2026-08-06

GNR

STATE STREET

0.66%

Shares71.0K

Event2026-06-30

Filed2026-08-06

RODM

HARTFORD MULTIFACTOR

-2.60%

Shares115.7K

Event2026-06-30

Filed2026-08-06

DFIS

DIMENSIONAL INTL

11.21%

Shares112.6K

Event2026-06-30

Filed2026-08-06

FLQM

FRANKLIN US

-2.29%

Shares63.1K

Event2026-06-30

Filed2026-08-06

JHMM

JOHN HANCOCK

4.21%

Shares46.1K

Event2026-06-30

Filed2026-08-06

CSB

VICTORYSHARES US

0.75%

Shares51.9K

Event2026-06-30

Filed2026-08-06

NBCM

NEUBERGER COMMODITY

-17.23%

Shares100.3K

Event2026-06-30

Filed2026-08-06

JSMD

JANUS DETROIT

-7.89%

Shares25.7K

Event2026-06-30

Filed2026-08-06

BBUS

JPMORGAN BETABUILDERS

-3.59%

Shares19.2K

Event2026-06-30

Filed2026-08-06

SPEM

STATE STREET

6.11%

Shares47.6K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY

-0.76%

Shares4.8K

Event2026-06-30

Filed2026-08-06

AVDV

AVANTIS INTL

-0.60%

Shares22.5K

Event2026-06-30

Filed2026-08-06

JMST

JPMORGAN

0.20%

Shares39.6K

Event2026-06-30

Filed2026-08-06

HELO

JPMORGAN HEDGED

-12.00%

Shares28.6K

Event2026-06-30

Filed2026-08-06

SMLV

STATE STREET

-3.23%

Shares11.6K

Event2026-06-30

Filed2026-08-06

SPGM

STATE STREET

24.63%

Shares21.2K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON

-3.95%

Shares6.8K

Event2026-06-30

Filed2026-08-06

CGGE

CAPITAL GROUP

41.49%

Shares48.4K

Event2026-06-30

Filed2026-08-06

YLD

PRINCIPAL ACTIVE

11314.30%

Shares87.8K

Event2026-06-30

Filed2026-08-06

VNLA

JANUS HENDERSON

152.66%

Shares34.3K

Event2026-06-30

Filed2026-08-06

HTAB

HARTFORD SCHRODERS

-24.28%

Shares86.2K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC

-2.95%

Shares5.7K

Event2026-06-30

Filed2026-08-06

WEC

WEC ENERGY

-4.19%

Shares12.6K

Event2026-06-30

Filed2026-08-06

VANGUARD TOTAL

-2.60%

Shares4.0K

Event2026-06-30

Filed2026-08-06

DES

WISDOMTREE U S

-2.86%

Shares35.1K

Event2026-06-30

Filed2026-08-06

VOO

VANGUARD S&P

-3.20%

Shares2.0K

Event2026-06-30

Filed2026-08-06

PBUS

INVESCO MSCI

-13.73%

Shares15.8K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB US

-7.95%

Shares32.0K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ

4.81%

Shares1.4K

Event2026-06-30

Filed2026-08-06

BBMC

JPMORGAN BETABUILDERS

-2.68%

Shares8.1K

Event2026-06-30

Filed2026-08-06

GEM

GOLDMAN SACHS

-0.15%

Shares17.0K

Event2026-06-30

Filed2026-08-06

SLYV

STATE STREET

-5.59%

Shares7.9K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORP

-4.47%

Shares4.3K

Event2026-06-30

Filed2026-08-06

VSS

VANGUARD FTSE

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP

-1.28%

Shares2.2K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES RUSSELL

4.87%

Shares2.7K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD FSTE

-2.77%

Shares13.3K

Event2026-06-30

Filed2026-08-06

BOEING COMPANY

-0.49%

Shares3.5K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY

32.47%

Shares612

Event2026-06-30

Filed2026-08-06

JSML

JANUS DETROIT

-0.26%

Shares7.7K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES RUSSELL

300.00%

Shares5.4K

Event2026-06-30

Filed2026-08-06

ARTY

ISHARES FUTURE

18.45%

Shares7.7K

Event2026-06-30

Filed2026-08-06

NUMG

NUVEEN ESG

-25.53%

Shares12.4K

Event2026-06-30

Filed2026-08-06

JOHNSON CONTROLS

14.08%

Shares3.6K

Event2026-06-30

Filed2026-08-06

SPSB

STATE STREET

7.86%

Shares15.8K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES MSCI

-4.61%

Shares1.4K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM

14.20%

Shares1.9K

Event2026-06-30

Filed2026-08-06

VANGUARD SMALL

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

SLYG

STATE STREET

-9.02%

Shares3.7K

Event2026-06-30

Filed2026-08-06

STATE STREET

2.89%

Shares570

Event2026-06-30

Filed2026-08-06

IJH

ISHARES CORE

-11.36%

Shares5.4K

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC

-4.96%

Shares383

Event2026-06-30

Filed2026-08-06

IJR

ISHARES CORE

1.68%

Shares2.7K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC

9.34%

Shares1.1K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE

-7.54%

Shares1.1K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD VALUE

-1.40%

Shares1.7K

Event2026-06-30

Filed2026-08-06

SMMU

PIMCO SHORT

0.97%

Shares7.0K

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES SEMICONDUCTOR

11.69%

Shares516

Event2026-06-30

Filed2026-08-06

HOME DEPOT

0.00%

Shares931

Event2026-06-30

Filed2026-08-06

APPLIED MATERIALS

0.00%

Shares445

Event2026-06-30

Filed2026-08-06

DEERE & CO

0.00%

Shares495

Event2026-06-30

Filed2026-08-06

SCHV

SCHWAB US

0.00%

Shares9.0K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE

0.00%

Shares328

Event2026-06-30

Filed2026-08-06

SUSA

ISHARES ESG

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

COCA COLA COMPANY

-5.12%

Shares3.6K

Event2026-06-30

Filed2026-08-06

FVD

FIRST TRUST

-12.00%

Shares5.9K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

BROADCOM INC

-10.48%

Shares735

Event2026-06-30

Filed2026-08-06

MDY

SPDR S&P

0.00%

Shares392

Event2026-06-30

Filed2026-08-06

DLS

WISDOMTREE INTL

-0.32%

Shares3.1K

Event2026-06-30

Filed2026-08-06

DBEF

XTRACKERS MSCI

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES TECHNOLOGY

0.00%

Shares978

Event2026-06-30

Filed2026-08-06

ORACLE CORP

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP

41.36%

Shares851

Event2026-06-30

Filed2026-08-06

GWW

GRAINGER W W

-0.59%

Shares168

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB US

0.00%

Shares7.7K

Event2026-06-30

Filed2026-08-06

BMNR

BITMINE IMMERSION

114.98%

Shares16.9K

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORP

-8.85%

Shares1.4K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD

-9.24%

Shares589

Event2026-06-30

Filed2026-08-06

IWD

ISHARES RUSSELL

0.00%

Shares879

Event2026-06-30

Filed2026-08-06

STRATEGY INC

64.24%

Shares2.4K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

ABBVIE INC

0.40%

Shares749

Event2026-06-30

Filed2026-08-06

DGICA

DONEGAL GROUP

0.00%

Shares9.9K

Event2026-06-30

Filed2026-08-06

MLPX

GLOBAL X

-4.38%

Shares2.5K

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC

-5.73%

Shares428

Event2026-06-30

Filed2026-08-06

FEX

FIRST TRUST

-3.42%

Shares1.3K

Event2026-06-30

Filed2026-08-06

WPC

W P CAREY

0.13%

Shares2.4K

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS

0.00%

Shares167

Event2026-06-30

Filed2026-08-06

NIC

NICOLET BANKSHARES

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC

-2.72%

Shares465

Event2026-06-30

Filed2026-08-06

NUDM

NUVEEN ESG

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-06

BALI

ISHARES U S

0.00%

Shares4.8K

Event2026-06-30

Filed2026-08-06

ENERGY TRANSFER

-23.28%

Shares8.4K

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD FTSE

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

PBP

INVESCO S&P

0.00%

Shares6.9K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN

237.55%

Shares4.7K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL US

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

VISA INC

0.00%

Shares425

Event2026-06-30

Filed2026-08-06

PRF

INVESCO FTSE

0.34%

Shares2.7K

Event2026-06-30

Filed2026-08-06

EFAA

INVESCO MSCI

0.00%

Shares2.5K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB US

0.00%

Shares4.3K

Event2026-06-30

Filed2026-08-06

XLP

STATE STREET

0.25%

Shares1.6K

Event2026-06-30

Filed2026-08-06

RDVY

FIRST TRUST

1.38%

Shares1.6K

Event2026-06-30

Filed2026-08-06

CISCO SYSTEMS

-13.78%

Shares1.1K

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES CORE

2.29%

Shares1.6K

Event2026-06-30

Filed2026-08-06

MRK

MERCK & COMPANY

0.20%

Shares981

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN

0.00%

Shares246

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC

-19.10%

Shares343

Event2026-06-30

Filed2026-08-06

SDY

STATE STREET

0.00%

Shares815

Event2026-06-30

Filed2026-08-06

LNT

ALLIANT ENERGY

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

AT&T INC

0.00%

Shares5.8K

Event2026-06-30

Filed2026-08-06

NUBD

NUVEEN ESG

-10.91%

Shares5.4K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES MSCI

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

AEE

AMEREN CORP

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

ARK AUTONOMOUS

0.00%

Shares797

Event2026-06-30

Filed2026-08-06

JPMORGAN

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

NUSC

NUVEEN ESG

6.36%

Shares2.0K

Event2026-06-30

Filed2026-08-06

IHDG

WISDOMTREE TRUST

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

USFR

WISDOMTREE FLOATING

-31.29%

Shares2.0K

Event2026-06-30

Filed2026-08-06

XEL

XCEL ENERGY

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

REET

ISHARES GLOBAL

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO

-3.45%

Shares168

Event2026-06-30

Filed2026-08-06

META PLATFORMS

-9.90%

Shares173

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD INFORMATION

787.91%

Shares808

Event2026-06-30

Filed2026-08-06

WASTE MANAGEMENT

-18.65%

Shares423

Event2026-06-30

Filed2026-08-06

GXC

STATE STREET

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD SMALL

0.00%

Shares247

Event2026-06-30

Filed2026-08-06

SOUTHERN COMPANY

0.00%

Shares926

Event2026-06-30

Filed2026-08-06

PRU

PRUDENTIAL FINANCIAL

0.88%

Shares805

Event2026-06-30

Filed2026-08-06

TJX

TJX COS

-18.62%

Shares568

Event2026-06-30

Filed2026-08-06

IEV

ISHARES EUROPE

1.72%

Shares1.2K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES S&P

0.00%

Shares625

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES S&P

0.00%

Shares352

Event2026-06-30

Filed2026-08-06

ASML

ASML HOLDING

0.00%

Shares40

Event2026-06-30

Filed2026-08-06

SYM

SYMBOTIC INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

ESGD

ISHARES ESG

0.00%

Shares765

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA

0.00%

Shares333

Event2026-06-30

Filed2026-08-06

GTO

INVESCO TOTAL

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

SJNK

STATE STREET

-95.47%

Shares2.9K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY

0.00%

Shares62

Event2026-06-30

Filed2026-08-06

SPG

SIMON PROPERTY

-26.91%

Shares315

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD HIGH

0.00%

Shares442

Event2026-06-30

Filed2026-08-06

BDX

BECTON DICKINSON

207.43%

Shares455

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL

0.00%

Shares640

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO

-7.41%

Shares200

Event2026-06-30

Filed2026-08-06

WELL

WELLTOWER INC

0.00%

Shares300

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL

0.00%

Shares182

Event2026-06-30

Filed2026-08-06

CGCV

CAPITAL GROUP

64.62%

Shares2.0K

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER

-15.69%

Shares129

Event2026-06-30

Filed2026-08-06

ARK NEXT

0.00%

Shares445

Event2026-06-30

Filed2026-08-06

EPI

WISDOMTREE INDIA

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP

1.20%

Shares846

Event2026-06-30

Filed2026-08-06

XNTK

STATE STREET

0.00%

Shares155

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS

6.52%

Shares1.4K

Event2026-06-30

Filed2026-08-06

DIS

WALT DISNEY

0.00%

Shares624

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL US

0.00%

Shares852

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD SMALL

0.00%

Shares245

Event2026-06-30

Filed2026-08-06

BMO

BANK MONTREAL

0.00%

Shares335

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC

-28.93%

Shares113

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC

-28.29%

Shares512

Event2026-06-30

Filed2026-08-06

NFG

NATIONAL FUEL

0.00%

Shares750

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES CORE

0.00%

Shares345

Event2026-06-30

Filed2026-08-06

VONE

VANGUARD RUSSELL

0.00%

Shares158

Event2026-06-30

Filed2026-08-06

GE AEROSPACE

0.00%

Shares141

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETROLEUM

0.00%

Shares200

Event2026-06-30

Filed2026-08-06

CTAS

CINTAS CORP

0.00%

Shares300

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP

69.44%

Shares122

Event2026-06-30

Filed2026-08-06

ARK INNOVATION

0.00%

Shares627

Event2026-06-30

Filed2026-08-06

JPIB

JPMORGAN

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

SPGP

INVESCO S&P

0.00%

Shares407

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP

-28.57%

Shares50

Event2026-06-30

Filed2026-08-06

FSSL

FS SPECIALTY

-6.84%

Shares4.4K

Event2026-06-30

Filed2026-08-06

IJS

ISHARES S&P

0.00%

Shares350

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP

0.00%

Shares152

Event2026-06-30

Filed2026-08-06

SPDR GOLD

0.00%

Shares582

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES CORE

0.00%

Shares592

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR

-9.71%

Shares93

Event2026-06-30

Filed2026-08-06

HPE

HEWLETT PACKARD

0.00%

Shares975

Event2026-06-30

Filed2026-08-06

FISERV INC

47.85%

Shares896

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE

0.00%

Shares216

Event2026-06-30

Filed2026-08-06

MGEE

MGE ENERGY INC

0.00%

Shares528

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE

-23.44%

Shares294

Event2026-06-30

Filed2026-08-06

NETFLIX INC

0.00%

Shares590

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES CORE

0.00%

Shares436

Event2026-06-30

Filed2026-08-06

FTAI

FTAI AVIATION

0.00%

Shares150

Event2026-06-30

Filed2026-08-06

ROYAL CARIBBEAN

0.00%

Shares127

Event2026-06-30

Filed2026-08-06

TKO

TKO GROUP

0.00%

Shares200

Event2026-06-30

Filed2026-08-06

CEF

SPROTT PHYSICAL

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

ELV

ELEVANCE HEALTH

0.00%

Shares104

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY

-42.42%

Shares190

Event2026-06-30

Filed2026-08-06

ETHA

ISHARES ETHEREUM

-81.76%

Shares3.3K

Event2026-06-30

Filed2026-08-06

AEM

AGNICO-EAGLE

0.00%

Shares254

Event2026-06-30

Filed2026-08-06

GNRC

GENERAC HOLDINGS

0.00%

Shares133

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP

0.00%

Shares214

Event2026-06-30

Filed2026-08-06

ASB

ASSOCIATED BANC

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES

0.00%

Shares400

Event2026-06-30

Filed2026-08-06

IBM

INTL BUSINESS

95.52%

Shares131

Event2026-06-30

Filed2026-08-06

KMB

KIMBERLY CLARK

0.00%

Shares328

Event2026-06-30

Filed2026-08-06

XLV

STATE STREET

0.00%

Shares215

Event2026-06-30

Filed2026-08-06

UNP

UNION PACIFIC CORP

0.00%

Shares125

Event2026-06-30

Filed2026-08-06

ALIBABA GROUP

0.00%

Shares353

Event2026-06-30

Filed2026-08-06

WPM

WHEATON PRECIOUS

0.00%

Shares300

Event2026-06-30

Filed2026-08-06

EPD

ENTERPRISE PRODUCTS

0.00%

Shares904

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES

-31.26%

Shares365

Event2026-06-30

Filed2026-08-06

CGGR

CAPITAL GROUP

169.65%

Shares693

Event2026-06-30

Filed2026-08-06

DTD

WISDOMTREE U S

0.00%

Shares350

Event2026-06-30

Filed2026-08-06

EDIV

STATE STREET

0.00%

Shares793

Event2026-06-30

Filed2026-08-06

AVMC

AVANTIS U S

3.62%

Shares401

Event2026-06-30

Filed2026-08-06

IUSG

ISHARES S&P

0.00%

Shares169

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC

0.71%

Shares1.3K

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC

New

Shares389

Event2026-06-30

Filed2026-08-06

UAL

UNITED AIRLINES

0.00%

Shares222

Event2026-06-30

Filed2026-08-06

IRM

IRON MOUNTAIN

0.00%

Shares236

Event2026-06-30

Filed2026-08-06

QTEC

FIRST TRUST

0.00%

Shares89

Event2026-06-30

Filed2026-08-06

PHO

INVESCO WATER

0.00%

Shares425

Event2026-06-30

Filed2026-08-06

FBND

FIDELITY TOTAL

0.00%

Shares641

Event2026-06-30

Filed2026-08-06

NBIS

NEBIUS GROUP

0.00%

Shares105

Event2026-06-30

Filed2026-08-06

CPT

CAMDEN PROPERTY

0.00%

Shares250

Event2026-06-30

Filed2026-08-06

YUM

YUM BRANDS INC

0.00%

Shares178

Event2026-06-30

Filed2026-08-06

VANECK GOLD

0.00%

Shares375

Event2026-06-30

Filed2026-08-06

ROK

ROCKWELL AUTOMATION

-54.03%

Shares57

Event2026-06-30

Filed2026-08-06

NAVI

NAVIENT CORP

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-06

UFPI

UFP INDUSTRIES

0.00%

Shares300

Event2026-06-30

Filed2026-08-06

COR

CENCORA INC

0.00%

Shares96

Event2026-06-30

Filed2026-08-06

DAL

DELTA AIRLINES

0.00%

Shares287

Event2026-06-30

Filed2026-08-06

SCZ

ISHARES MSCI

0.00%

Shares326

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES S&P

100.00%

Shares470

Event2026-06-30

Filed2026-08-06

PPG

PPG INDUSTRIES

0.00%

Shares217

Event2026-06-30

Filed2026-08-06

ORLY

O REILLY AUTOMOTIVE

0.00%

Shares285

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC

0.00%

Shares142

Event2026-06-30

Filed2026-08-06

CHD

CHURCH & DWIGHT

0.00%

Shares270

Event2026-06-30

Filed2026-08-06

FIS

FIDELITY NATIONAL

0.00%

Shares672

Event2026-06-30

Filed2026-08-06

IUSV

ISHARES CORE

0.00%

Shares236

Event2026-06-30

Filed2026-08-06

QCLN

FIRST TRUST

0.00%

Shares420

Event2026-06-30

Filed2026-08-06

ZTR

VIRTUS TOTAL

New

Shares3.7K

Event2026-06-30

Filed2026-08-06

DFUV

DIMENSIONAL US

0.00%

Shares456

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS

6.67%

Shares240

Event2026-06-30

Filed2026-08-06

INVESCO INDIA

2.85%

Shares1.2K

Event2026-06-30

Filed2026-08-06

HOG

HARLEY DAVIDSON

0.00%

Shares999

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY

0.00%

Shares93

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORP

0.00%

Shares126

Event2026-06-30

Filed2026-08-06

WMB

WILLIAMS COS

0.00%

Shares321

Event2026-06-30

Filed2026-08-06

XLE

STATE STREET

0.00%

Shares448

Event2026-06-30

Filed2026-08-06

LPLA

LPL FINANCIAL

0.00%

Shares84

Event2026-06-30

Filed2026-08-06

WINN

HARBOR LONG

0.00%

Shares724

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA

0.00%

Shares20

Event2026-06-30

Filed2026-08-06

TTC

TORO CO

0.00%

Shares240

Event2026-06-30

Filed2026-08-06

WAT

WATERS CORP

205.00%

Shares61

Event2026-06-30

Filed2026-08-06

MGK

VANGUARD MEGA

400.00%

Shares260

Event2026-06-30

Filed2026-08-06

VRT

VERTIV HOLDINGS

0.00%

Shares67

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRUMENTS

0.00%

Shares75

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORP

0.00%

Shares909

Event2026-06-30

Filed2026-08-06

VIGI

VANGUARD INTERNATIONAL

0.00%

Shares234

Event2026-06-30

Filed2026-08-06

IHF

ISHARES U S

0.00%

Shares390

Event2026-06-30

Filed2026-08-06

NLR

VANECK URANIUM

0.00%

Shares186

Event2026-06-30

Filed2026-08-06

FORD MOTOR

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

PYPL

PAYPAL HOLDINGS

0.42%

Shares479

Event2026-06-30

Filed2026-08-06

SHW

SHERWIN WILLIAMS

0.00%

Shares60

Event2026-06-30

Filed2026-08-06

REGN

REGENERON PHARMACEUTICAL

0.00%

Shares33

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC

0.00%

Shares130

Event2026-06-30

Filed2026-08-06

MPW

MEDICAL PROPERTIES

1.89%

Shares4.4K

Event2026-06-30

Filed2026-08-06

OESX

ORION ENERGY

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES

0.00%

Shares168

Event2026-06-30

Filed2026-08-06

SPLV

INVESCO S&P

0.00%

Shares260

Event2026-06-30

Filed2026-08-06

CNI

CANADIAN NATIONAL

-38.17%

Shares162

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL MYERS

0.00%

Shares335

Event2026-06-30

Filed2026-08-06

EGP

EASTGROUP PROPERTIES

0.00%

Shares95

Event2026-06-30

Filed2026-08-06

ACWI

ISHARES MSCI

10.09%

Shares120

Event2026-06-30

Filed2026-08-06

CCJ

CAMECO CORP

0.00%

Shares184

Event2026-06-30

Filed2026-08-06

MUSA

MURPHY USA

0.00%

Shares34

Event2026-06-30

Filed2026-08-06

CGXU

CAPITAL GROUP

0.00%

Shares528

Event2026-06-30

Filed2026-08-06

CYBN

CYBIN INC

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

BKR

BAKER HUGHES

0.00%

Shares325

Event2026-06-30

Filed2026-08-06

EOG

EOG RESOURCES

0.00%

Shares139

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES

0.00%

Shares60

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORP

0.00%

Shares73

Event2026-06-30

Filed2026-08-06

SNPE

XTRACKERS S&P

0.00%

Shares252

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY

-50.55%

Shares136

Event2026-06-30

Filed2026-08-06

DRS

LEONARDO DRS

0.00%

Shares400

Event2026-06-30

Filed2026-08-06

CGUS

CAPITAL GROUP

0.00%

Shares373

Event2026-06-30

Filed2026-08-06

AVA

AVISTA CORP

0.00%

Shares400

Event2026-06-30

Filed2026-08-06

NUVEEN ESG

-25.74%

Shares375

Event2026-06-30

Filed2026-08-06

CDNS

CADENCE DESIGN

0.00%

Shares43

Event2026-06-30

Filed2026-08-06

TDG

TRANSDIGM GROUP

0.00%

Shares12

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION

New

Shares92

Event2026-06-30

Filed2026-08-06

IOO

ISHARES GLOBAL

0.00%

Shares115

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL

100.00%

Shares58

Event2026-06-30

Filed2026-08-06

NVO

NOVO NORDISK

0.00%

Shares326

Event2026-06-30

Filed2026-08-06

MAIN

MAIN STREET

0.00%

Shares300

Event2026-06-30

Filed2026-08-06

VNM

VANECK VIETNAM

0.00%

Shares829

Event2026-06-30

Filed2026-08-06

ROP

ROPER TECHNOLOGIES

0.00%

Shares45

Event2026-06-30

Filed2026-08-06

XYZ

BLOCK INC

0.00%

Shares200

Event2026-06-30

Filed2026-08-06

CURTISS WRIGHT CORP DE

0.00%

Shares20

Event2026-06-30

Filed2026-08-06

ABRDN STANDARD

0.00%

Shares396

Event2026-06-30

Filed2026-08-06

BANK NEW YORK

-64.85%

Shares103

Event2026-06-30

Filed2026-08-06

BMI

BADGER METER

0.00%

Shares100

Event2026-06-30

Filed2026-08-06

ARK GENOMIC

0.00%

Shares351

Event2026-06-30

Filed2026-08-06

SCCO

SOUTHERN COPPER

0.00%

Shares84

Event2026-06-30

Filed2026-08-06

LEGN

LEGEND BIOTECH

0.00%

Shares500

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66

0.00%

Shares85

Event2026-06-30

Filed2026-08-06

CGMM

CAPITAL GROUP

0.00%

Shares434

Event2026-06-30

Filed2026-08-06

LCNB

LCNB CORP

0.00%

Shares800

Event2026-06-30

Filed2026-08-06

IWR

ISHARES RUSSELL

0.00%

Shares126

Event2026-06-30

Filed2026-08-06

VPL

VANGUARD FTSE

0.00%

Shares120

Event2026-06-30

Filed2026-08-06

MPWR

MONOLITHIC POWER

0.00%

Shares10

Event2026-06-30

Filed2026-08-06

WBD

WARNER BROS

0.00%

Shares516

Event2026-06-30

Filed2026-08-06

REALTY INCOME

0.00%

Shares218

Event2026-06-30

Filed2026-08-06

BUFF

INNOVATOR ETFS

0.00%

Shares250

Event2026-06-30

Filed2026-08-06

LYFT INC

0.00%

Shares900

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES

0.00%

Shares32

Event2026-06-30

Filed2026-08-06

IWB

ISHARES RUSSELL

-16.22%

Shares31

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD EXTENDED

0.00%

Shares50

Event2026-06-30

Filed2026-08-06

CCL

CARNIVAL CORP

New

Shares420

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC

0.00%

Shares100

Event2026-06-30

Filed2026-08-06

VGK

VANGUARD FTSE

0.00%

Shares130

Event2026-06-30

Filed2026-08-06

FEDEX FREIGHT

New

Shares76

Event2026-06-30

Filed2026-08-06

CDE

COEUR MINING

0.00%

Shares694

Event2026-06-30

Filed2026-08-06

LOW

LOWES COMPANIES

-67.31%

Shares51

Event2026-06-30

Filed2026-08-06

KTOS

KRATOS DEFENSE

0.00%

Shares225

Event2026-06-30

Filed2026-08-06

RIO

RIO TINTO

0.00%

Shares118

Event2026-06-30

Filed2026-08-06

SOFI

SOFI TECHNOLOGIES

13.42%

Shares617

Event2026-06-30

Filed2026-08-06

XMMO

INVESCO S&P

18.18%

Shares65

Event2026-06-30

Filed2026-08-06

HYG

ISHARES IBOXX

0.00%

Shares137

Event2026-06-30

Filed2026-08-06

TIP

ISHARES TIPS

0.00%

Shares100

Event2026-06-30

Filed2026-08-06

BND

VANGUARD TOTAL

0.00%

Shares149

Event2026-06-30

Filed2026-08-06

IOVA

IOVANCE BIOTHERAPEUTICS

0.00%

Shares2.6K

Event2026-06-30

Filed2026-08-06

JOBY

JOBY AVIATION

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO S&P

0.00%

Shares50

Event2026-06-30

Filed2026-08-06

SERVICENOW INC

-23.57%

Shares107

Event2026-06-30

Filed2026-08-06

EFV

ISHARES MSCI

0.00%

Shares136

Event2026-06-30

Filed2026-08-06

ESML

ISHARES ESG

0.00%

Shares185

Event2026-06-30

Filed2026-08-06

SQM

SOCIEDAD QUIMICA

0.00%

Shares137

Event2026-06-30

Filed2026-08-06

VOOG

VANGUARD S&P

500.00%

Shares120

Event2026-06-30

Filed2026-08-06

OKE

ONEOK INC

0.00%

Shares112

Event2026-06-30

Filed2026-08-06

PBA

PEMBINA PIPELINE

0.00%

Shares200

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES MSCI

-19.61%

Shares41

Event2026-06-30

Filed2026-08-06

IDEXX LABS INC

0.00%

Shares17

Event2026-06-30

Filed2026-08-06

FIRST MAJESTIC

0.00%

Shares520

Event2026-06-30

Filed2026-08-06

RPM

RPM INTL INC

0.00%

Shares77

Event2026-06-30

Filed2026-08-06

WWJD

INSPIRE INTL

0.00%

Shares224

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP

0.00%

Shares100

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES

0.00%

Shares19

Event2026-06-30

Filed2026-08-06

LTH

LIFE TIME

0.00%

Shares200

Event2026-06-30

Filed2026-08-06

3M COMPANY

0.00%

Shares50

Event2026-06-30

Filed2026-08-06

NEM

NEWMONT CORP

0.00%

Shares84

Event2026-06-30

Filed2026-08-06

BAC

BANK AMERICA

0.00%

Shares133

Event2026-06-30

Filed2026-08-06

FBCG

FIDELITY BLUE

0.00%

Shares115

Event2026-06-30

Filed2026-08-06

BAUG

INNOVATOR U S

0.00%

Shares132

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS

0.00%

Shares39

Event2026-06-30

Filed2026-08-06

ISCB

ISHARES MORNINGSTAR

0.00%

Shares93

Event2026-06-30

Filed2026-08-06

EIDO

ISHARES MSCI

1.83%

Shares611

Event2026-06-30

Filed2026-08-06

MSGS

MADISON SQUARE

0.00%

Shares17

Event2026-06-30

Filed2026-08-06

MTN

VAIL RESORTS

0.00%

Shares50

Event2026-06-30

Filed2026-08-06

MET

METLIFE INC

0.00%

Shares80

Event2026-06-30

Filed2026-08-06

DOV

DOVER CORP

0.00%

Shares30

Event2026-06-30

Filed2026-08-06

IMTB

ISHARES CORE

New

Shares154

Event2026-06-30

Filed2026-08-06

PVAL

PUTNAM FOCUSED

0.00%

Shares127

Event2026-06-30

Filed2026-08-06

EOLS

EVOLUS INC

0.00%

Shares927

Event2026-06-30

Filed2026-08-06

WTS

WATTS WATER

0.00%

Shares16

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC

New

Shares50

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD REAL

0.00%

Shares62

Event2026-06-30

Filed2026-08-06

EXXON MOBIL

-95.84%

Shares43

Event2026-06-30

Filed2026-08-06

AVUS

AVANTIS U S

0.00%

Shares45

Event2026-06-30

Filed2026-08-06

ISTB

ISHARES CORE

New

Shares119

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELECTRIC

-77.27%

Shares40

Event2026-06-30

Filed2026-08-06

OMFS

INVESCO RUSSELL

0.00%

Shares104

Event2026-06-30

Filed2026-08-06

AVUV

AVANTIS U S

0.00%

Shares43

Event2026-06-30

Filed2026-08-06

INFY

INFOSYS LTD

0.00%

Shares496

Event2026-06-30

Filed2026-08-06

RGA

REINSURANCE GROUP

0.00%

Shares24

Event2026-06-30

Filed2026-08-06

MASTERCARD INC

0.00%

Shares10

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD FTSE

0.00%

Shares61

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD TOTAL

0.00%

Shares59

Event2026-06-30

Filed2026-08-06

USRT

ISHARES CORE

New

Shares75

Event2026-06-30

Filed2026-08-06

AVXL

ANAVEX LIFE

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

ECNS

ISHARES MSCI

1.80%

Shares170

Event2026-06-30

Filed2026-08-06

INTU

INTUIT INC

0.00%

Shares17

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTERNATIONAL

0.00%

Shares76

Event2026-06-30

Filed2026-08-06

FBIN

FORTUNE BRANDS

0.00%

Shares80

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC

-29.17%

Shares17

Event2026-06-30

Filed2026-08-06

IRWD

IRONWOOD PHARMACEUTICALS

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

LFMD

LIFEMD INC

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

MGNR

AMERICAN BEACON

0.00%

Shares85

Event2026-06-30

Filed2026-08-06

MATW

MATTHEWS INTL CORP CL A

0.00%

Shares153

Event2026-06-30

Filed2026-08-06

EQH

EQUITABLE HOLDINGS

0.00%

Shares94

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY

0.00%

Shares16

Event2026-06-30

Filed2026-08-06

BJUL

INNOVATOR U S

0.00%

Shares72

Event2026-06-30

Filed2026-08-06

WRAP

WRAP TECHNOLOGIES

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

ALB

ALBEMARLE CORP

0.00%

Shares28

Event2026-06-30

Filed2026-08-06

HRL

HORMEL FOODS

0.00%

Shares150

Event2026-06-30

Filed2026-08-06

PJUL

INNOVATOR U S

0.00%

Shares74

Event2026-06-30

Filed2026-08-06

IREN

IREN LTD

0.00%

Shares78

Event2026-06-30

Filed2026-08-06

SILA

SILA REALTY

0.00%

Shares117

Event2026-06-30

Filed2026-08-06

CONSTELLATION BRANDS

0.00%

Shares25

Event2026-06-30

Filed2026-08-06

ZBH

ZIMMER BIOMET

0.00%

Shares40

Event2026-06-30

Filed2026-08-06

BBRE

JPMORGAN BETABUILDERS

0.00%

Shares32

Event2026-06-30

Filed2026-08-06

BLCN

SIREN NEXGEN

0.00%

Shares128

Event2026-06-30

Filed2026-08-06

ISMD

INSPIRE SMALL

0.00%

Shares63

Event2026-06-30

Filed2026-08-06

GDXJ

VANECK JR

0.00%

Shares28

Event2026-06-30

Filed2026-08-06

CCI

CROWN CASTLE

0.00%

Shares36

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB FUNDAMENTAL

0.00%

Shares51

Event2026-06-30

Filed2026-08-06

PHM

PULTEGROUP INC

0.00%

Shares20

Event2026-06-30

Filed2026-08-06

CSIQ

CANADIAN SOLAR

0.00%

Shares167

Event2026-06-30

Filed2026-08-06

TCAF

T ROWE

0.00%

Shares62

Event2026-06-30

Filed2026-08-06

ZIM

ZIM INTEGRATED

0.00%

Shares97

Event2026-06-30

Filed2026-08-06

FIRSTENERGY CORP

0.00%

Shares53

Event2026-06-30

Filed2026-08-06

TOL

TOLL BROTHERS

0.00%

Shares15

Event2026-06-30

Filed2026-08-06

FNDX

SCHWAB FUNDAMENTAL

0.00%

Shares78

Event2026-06-30

Filed2026-08-06

DEO

DIAGEO PLC

0.00%

Shares30

Event2026-06-30

Filed2026-08-06

GME.WS

GAMESTOP CORP

New

Shares848

Event2026-06-30

Filed2026-08-06

EXC

EXELON CORP

0.00%

Shares49

Event2026-06-30

Filed2026-08-06

XLC

STATE STREET

0.00%

Shares20

Event2026-06-30

Filed2026-08-06

BSX

BOSTON SCIENTIFIC

0.00%

Shares50

Event2026-06-30

Filed2026-08-06

CBRL

CRACKER BARREL

0.00%

Shares40

Event2026-06-30

Filed2026-08-06

MARRIOTT VACATIONS

0.00%

Shares19

Event2026-06-30

Filed2026-08-06

ISHARES CORE

New

Shares20

Event2026-06-30

Filed2026-08-06

FYC

FIRST TRUST

New

Shares15

Event2026-06-30

Filed2026-08-06

VIA

VIA TRANSN

0.00%

Shares100

Event2026-06-30

Filed2026-08-06

JEPI

JPMORGAN

0.00%

Shares32

Event2026-06-30

Filed2026-08-06

QDEL

QUIDELORTHO CORP

0.00%

Shares100

Event2026-06-30

Filed2026-08-06

AIRR

FIRST TRUST

New

Shares13

Event2026-06-30

Filed2026-08-06

GRID

FIRST TRUST

New

Shares9

Event2026-06-30

Filed2026-08-06

FNDE

SCHWAB FUNDAMENTAL

0.00%

Shares43

Event2026-06-30

Filed2026-08-06

XAR

STATE STREER

New

Shares6

Event2026-06-30

Filed2026-08-06

MFSG

MFS ACTIVE

-97.12%

Shares54

Event2026-06-30

Filed2026-08-06

VSNT

VERSANT MEDIA

0.00%

Shares43

Event2026-06-30

Filed2026-08-06

TWIN

TWIN DISC

0.00%

Shares66

Event2026-06-30

Filed2026-08-06

BP PLC

0.00%

Shares40

Event2026-06-30

Filed2026-08-06

VOD

VODAFONE GROUP

0.00%

Shares109

Event2026-06-30

Filed2026-08-06

AMERIPRISE FINANCIAL

0.00%

Shares3

Event2026-06-30

Filed2026-08-06

IAI

ISHARES U S

New

Shares7

Event2026-06-30

Filed2026-08-06

DJT

TRUMP MEDIA

0.00%

Shares156

Event2026-06-30

Filed2026-08-06

BHF

BRIGHTHOUSE FINANCIAL

38.46%

Shares18

Event2026-06-30

Filed2026-08-06

GENERAL DYNAMICS

0.00%

Shares3

Event2026-06-30

Filed2026-08-06

AMPLIFY ALTERNATIVE

0.00%

Shares38

Event2026-06-30

Filed2026-08-06

KHC

KRAFT HEINZ

0.00%

Shares41

Event2026-06-30

Filed2026-08-06

ELS

EQUITY LIFESTYLE

0.00%

Shares15

Event2026-06-30

Filed2026-08-06

FIP

FTAI INFRASTRUCTURE

0.00%

Shares200

Event2026-06-30

Filed2026-08-06

SOLV

SOLVENTUM CORP

0.00%

Shares12

Event2026-06-30

Filed2026-08-06

GEHC

GE HEALTHCARE

0.00%

Shares14

Event2026-06-30

Filed2026-08-06

DGX

QUEST DIAGNOSTICS

0.00%

Shares4

Event2026-06-30

Filed2026-08-06

MBC

MASTERBRAND INC

0.00%

Shares80

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD MID

0.00%

Shares4

Event2026-06-30

Filed2026-08-06

FITB

FIFTH THIRD

0.00%

Shares13

Event2026-06-30

Filed2026-08-06

GIL

GILDAN ACTIVEWEAR

0.00%

Shares12

Event2026-06-30

Filed2026-08-06

QUANTUMSCAPE CORP

0.00%

Shares80

Event2026-06-30

Filed2026-08-06

CITIGROUP INC

0.00%

Shares4

Event2026-06-30

Filed2026-08-06

NAT

NORDIC AMERICAN

0.00%

Shares100

Event2026-06-30

Filed2026-08-06

PNW

PINNACLE WEST

0.00%

Shares5

Event2026-06-30

Filed2026-08-06

ANGX

ANGEL STUDIOS

0.00%

Shares145

Event2026-06-30

Filed2026-08-06

LUMN

LUMEN TECHNOLOGIES

0.00%

Shares65

Event2026-06-30

Filed2026-08-06

QSR

RESTAURANT BRANDS

0.00%

Shares6

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available