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The Analysis of Merit Financial Group, LLC's Holdings & P&L

Currently, Merit Financial Group, LLC holds 2108 types of securities in its portfolio with a total value $13.4B. In the most recent quarter, they have increased their positions in CORO (+5.0M shares, valued at $160.2M), GOVT (+2.7M shares, valued at $62.3M), IUSG (+327.8K shares, valued at $50.8M); decreased their positions in USIG (-966.2K shares, valued at $49.5M), IEMG (-706.4K shares, valued at $49.3M), MGK (-90.3K shares, valued at $33.2M); initiated new positions in CORO (+5.0M shares, valued at $160.2M), IJS (+96.2K shares, valued at $11.4M), IWC (+43.1K shares, valued at $6.9M).

1M P&L

+368.7M+2.76%

3M P&L

-2.8B-17.02%

HY P&L

-2.2B-13.79%

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/A8.8B

70.8%

2Semiconductors306.4M

2.5%

3Consumer Electronics250.6M

2.0%

Top Industries by Stock Count

1N/A819 stocks

41.0%

2Software - Application54 stocks

2.7%

3Banks - Regional53 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS824.2K shares0.77%2026-03-312026-04-15

IUSG ISHARES TR2.0M shares20.15%2026-03-312026-04-15

QLTY GMO ETF TRUST8.0M shares6.44%2026-03-312026-04-15

IUSV ISHARES TR2.8M shares7.48%2026-03-312026-04-15

AAPL APPLE INC985.2K shares9.10%2026-03-312026-04-15

IVV ISHARES TR321.3K shares11.33%2026-03-312026-04-15

NVDA NVIDIA CORPORATION1.1M shares18.14%2026-03-312026-04-15

MGK VANGUARD WORLD FD542.4K shares-14.28%2026-03-312026-04-15

Sponsored

VTV VANGUARD INDEX FDS997.7K shares2.95%2026-03-312026-04-15

DYNF BLACKROCK ETF TRUST3.4M shares14.74%2026-03-312026-04-15

MGV VANGUARD WORLD FD1.3M shares5.95%2026-03-312026-04-15

SPTI SPDR SERIES TRUST6.2M shares7.82%2026-03-312026-04-15

EFV ISHARES TR2.4M shares4.29%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS274.9K shares-2.52%2026-03-312026-04-15

CORO BLACKROCK ETF TRUST5.0M sharesnew addition2026-03-312026-04-15

MSFT MICROSOFT CORP431.8K shares17.50%2026-03-312026-04-15

Sponsored

AVNM AMERICAN CENTY ETF TR2.0M shares4.19%2026-03-312026-04-15

USTB VICTORY PORTFOLIOS II2.8M shares8.63%2026-03-312026-04-15

UBND VICTORY PORTFOLIOS II6.4M shares9.75%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR234.3K shares32.08%2026-03-312026-04-15

IEMG ISHARES INC1.9M shares-27.33%2026-03-312026-04-15

MBB ISHARES TR1.4M shares7.28%2026-03-312026-04-15

CWI SPDR INDEX SHS FDS3.5M shares9.50%2026-03-312026-04-15

BINC BLACKROCK ETF TRUST II2.4M shares7.01%2026-03-312026-04-15

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GOVT ISHARES TR5.3M shares107.02%2026-03-312026-04-15

VFLO VICTORY PORTFOLIOS II2.8M shares7.09%2026-03-312026-04-15

AMZN AMAZON COM INC502.7K shares4.45%2026-03-312026-04-15

VO VANGUARD INDEX FDS358.8K shares14.54%2026-03-312026-04-15

ALPHABET INC ALPHABET INC338.8K shares2.28%2026-03-312026-04-15

QUAL ISHARES TR501.9K shares7.72%2026-03-312026-04-15

CGUS CAPITAL GROUP CORE EQUITY ET2.3M shares5.19%2026-03-312026-04-15

VTI VANGUARD INDEX FDS276.0K shares-9.53%2026-03-312026-04-15

Sponsored

BROADCOM INC BROADCOM INC283.7K shares12.57%2026-03-312026-04-15

JAAA JANUS DETROIT STR TR1.7M shares5.00%2026-03-312026-04-15

BAI BLACKROCK ETF TRUST2.5M shares16.15%2026-03-312026-04-15

MTUM ISHARES TR345.3K shares13.74%2026-03-312026-04-15

VB VANGUARD INDEX FDS310.3K shares8.40%2026-03-312026-04-15

UPS UNITED PARCEL SVCS INC815.1K shares-1.52%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS1.0M shares3.08%2026-03-312026-04-15

CGGR CAPITAL GROUP GROWTH ETF1.9M shares6.01%2026-03-312026-04-15

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CGDV CAPITAL GROUP DIVIDEND VALUE1.8M shares2.17%2026-03-312026-04-15

THRO BLACKROCK ETF TRUST2.1M shares16.34%2026-03-312026-04-15

XOM EXXON MOBIL CORP385.3K shares10.95%2026-03-312026-04-15

VMBS VANGUARD SCOTTSDALE FDS1.4M shares9.99%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL127.3K shares1.09%2026-03-312026-04-15

ALPHABET INC ALPHABET INC209.5K shares8.12%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS933.6K shares-0.76%2026-03-312026-04-15

SHLD GLOBAL X FDS839.0K shares41.30%2026-03-312026-04-15

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T2.5M shares4.25%2026-03-312026-04-15

CGCB CAPITAL GRP FIXED INCM ETF T2.1M shares3.54%2026-03-312026-04-15

META META PLATFORMS INC95.6K shares-5.65%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR596.0K shares-8.19%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR1.8M shares4.09%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO177.9K shares3.82%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON213.5K shares9.58%2026-03-312026-04-15

SPYG SPDR SERIES TRUST529.9K shares-1.39%2026-03-312026-04-15

Sponsored

SPY STATE STR SPDR S&P 500 ETF T79.4K shares-0.64%2026-03-312026-04-15

CGSD CAPITAL GRP FIXED INCM ETF T2.0M shares3.74%2026-03-312026-04-15

SCHO SCHWAB STRATEGIC TR2.1M shares8.91%2026-03-312026-04-15

IEFA ISHARES TR541.5K shares-7.87%2026-03-312026-04-15

WMT WALMART INC393.0K shares15.59%2026-03-312026-04-15

BIL SPDR SERIES TRUST517.6K shares60.37%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR1.5M shares-2.12%2026-03-312026-04-15

IAGG ISHARES TR905.0K shares15.95%2026-03-312026-04-15

Sponsored

DFAC DIMENSIONAL ETF TRUST1.1M shares113.10%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS290.9K shares4.46%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION42.0K shares19.50%2026-03-312026-04-15

CGMM CAPITAL GROUP EQUITY ETF TR1.4M shares3.20%2026-03-312026-04-15

PG PROCTER & GAMBLE CO284.6K shares11.87%2026-03-312026-04-15

TSLA TESLA INC109.3K shares10.19%2026-03-312026-04-15

LLY ELI LILLY & CO43.6K shares14.53%2026-03-312026-04-15

CGIC CAPITAL GROUP INTERNATIONAL1.1M shares1.56%2026-03-312026-04-15

Sponsored

SPYM SPDR SERIES TRUST433.0K shares-2.87%2026-03-312026-04-15

CAT CATERPILLAR INC46.3K shares8.84%2026-03-312026-04-15

CVX CHEVRON CORPORATION153.8K shares11.74%2026-03-312026-04-15

IJR ISHARES TR251.5K shares2.85%2026-03-312026-04-15

VBR VANGUARD INDEX FDS141.4K shares-1.73%2026-03-312026-04-15

FTLS FIRST TR EXCH TRADED FD III419.5K shares71.17%2026-03-312026-04-15

CGUI CAPITAL GRP FIXED INCM ETF T1.2M shares3.78%2026-03-312026-04-15

EFG ISHARES TR251.7K shares18.82%2026-03-312026-04-15

Sponsored

VTEB VANGUARD MUN BD FDS554.8K shares96.45%2026-03-312026-04-15

V VISA INC91.5K shares2.74%2026-03-312026-04-15

QQQI NEOS ETF TRUST553.8K shares9.54%2026-03-312026-04-15

IVW ISHARES TR240.4K shares1.55%2026-03-312026-04-15

MUB ISHARES TR255.9K shares11.84%2026-03-312026-04-15

HD HOME DEPOT INC81.3K shares4.53%2026-03-312026-04-15

IBTH ISHARES TR1.2M shares1.53%2026-03-312026-04-15

KO COCA COLA CO345.5K shares49.14%2026-03-312026-04-15

Sponsored

SEIM SEI EXCHANGE TRADED FUNDS575.4K shares512.19%2026-03-312026-04-15

FAST FASTENAL CO563.3K shares40.51%2026-03-312026-04-15

CGIE CAPITAL GROUP INTERNATIONAL770.9K shares2.96%2026-03-312026-04-15

SUB ISHARES TR241.5K shares52.39%2026-03-312026-04-15

VOOG VANGUARD ADMIRAL FDS INC62.8K shares16.44%2026-03-312026-04-15

SPIB SPDR SERIES TRUST751.3K shares5.58%2026-03-312026-04-15

IWY ISHARES TR99.6K shares17.29%2026-03-312026-04-15

SCHV SCHWAB STRATEGIC TR804.8K shares0.26%2026-03-312026-04-15

Sponsored

PLTR PALANTIR TECHNOLOGIES INC165.8K shares-7.28%2026-03-312026-04-15

VBK VANGUARD INDEX FDS79.7K shares-2.62%2026-03-312026-04-15

PTLC PACER FDS TR458.2K shares4.33%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE84.7K shares10.24%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP112.1K shares68.83%2026-03-312026-04-15

BFC BANK FIRST CORP176.7K shares-0.43%2026-03-312026-04-15

IGEB ISHARES TR525.6K shares13.13%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC196.8K shares24.55%2026-03-312026-04-15

Sponsored

RTX RTX CORPORATION121.3K shares8.04%2026-03-312026-04-15

ABBV ABBVIE INC104.9K shares12.45%2026-03-312026-04-15

BMY BRISTOL-MYERS SQUIBB CO368.6K shares137.65%2026-03-312026-04-15

PEP PEPSICO INC143.4K shares4.98%2026-03-312026-04-15

MO ALTRIA GROUP INC335.7K shares85.24%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC133.7K shares-2.94%2026-03-312026-04-15

SPDW SPDR INDEX SHS FDS479.9K shares3.52%2026-03-312026-04-15

IWF ISHARES TR51.3K shares16.36%2026-03-312026-04-15

Sponsored

ACWX ISHARES TR316.9K shares-13.94%2026-03-312026-04-15

RWL INVESCO EXCH TRADED FD TR II188.7K shares7.70%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS446.5K shares257.38%2026-03-312026-04-15

IVE ISHARES TR101.4K shares-1.78%2026-03-312026-04-15

ARISTA NETWORKS INC ARISTA NETWORKS INC172.8K shares80.71%2026-03-312026-04-15

FNDX SCHWAB STRATEGIC TR750.2K shares-13.77%2026-03-312026-04-15

SCHA SCHWAB STRATEGIC TR698.2K shares9.72%2026-03-312026-04-15

DIVO AMPLIFY ETF TR428.9K shares4.28%2026-03-312026-04-15

Sponsored

IUSB ISHARES TR416.1K shares-17.61%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR749.2K shares3.28%2026-03-312026-04-15

USFR WISDOMTREE TR380.9K shares41.94%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR144.1K shares19.71%2026-03-312026-04-15

MCK MCKESSON CORP22.0K shares7.59%2026-03-312026-04-15

NFLX NETFLIX INC.197.6K shares22.30%2026-03-312026-04-15

SPYI NEOS ETF TRUST381.4K shares-10.35%2026-03-312026-04-15

RDVI FIRST TR EXCHANGE-TRADED FD729.1K shares8.31%2026-03-312026-04-15

Sponsored

CSCO CISCO SYS INC239.7K shares-8.57%2026-03-312026-04-15

OMAH TIDAL TRUST III1.0M shares10.16%2026-03-312026-04-15

SPDR SERIES TRUST SPDR SERIES TRUST193.0K shares4289.60%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC21.7K shares4.59%2026-03-312026-04-15

QDVO AMPLIFY ETF TR687.6K shares10.39%2026-03-312026-04-15

USIG ISHARES TR356.3K shares-73.06%2026-03-312026-04-15

LQD ISHARES TR167.0K shares237.91%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS83.2K shares8.54%2026-03-312026-04-15

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IWM ISHARES TR70.7K shares205.15%2026-03-312026-04-15

MA MASTERCARD INCORPORATED34.7K shares-5.90%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR281.3K shares5.97%2026-03-312026-04-15

AGG ISHARES TR173.6K shares-1.81%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T87.3K shares421.06%2026-03-312026-04-15

OEF ISHARES TR52.6K shares-34.11%2026-03-312026-04-15

CGNG CAPITAL GROUP NEW GEOGRAPHY529.7K shares4.13%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR336.5K shares12.74%2026-03-312026-04-15

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MS MORGAN STANLEY100.2K shares13.36%2026-03-312026-04-15

CB CHUBB LTD SWITZ50.2K shares14.75%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC48.4K shares12.68%2026-03-312026-04-15

GLD SPDR GOLD TR37.9K shares1.48%2026-03-312026-04-15

CRM SALESFORCE INC86.6K shares160.55%2026-03-312026-04-15

ETFS GOLD TR ETFS GOLD TR361.6K shares-3.82%2026-03-312026-04-15

USMV ISHARES TR173.4K shares24.17%2026-03-312026-04-15

SMH VANECK ETF TRUST41.6K shares1.92%2026-03-312026-04-15

Sponsored

MCD MCDONALDS CORP51.3K shares25.29%2026-03-312026-04-15

T AT&T INC546.9K shares13.82%2026-03-312026-04-15

SPSM SPDR SERIES TRUST326.4K shares-4.74%2026-03-312026-04-15

VGT VANGUARD WORLD FD22.6K shares7.18%2026-03-312026-04-15

FVAL FIDELITY COVINGTON TRUST226.7K shares-31.89%2026-03-312026-04-15

VOOV VANGUARD ADMIRAL FDS INC77.0K shares2.00%2026-03-312026-04-15

EEM ISHARES TR272.6K shares556.25%2026-03-312026-04-15

IYW ISHARES TR84.6K shares-12.45%2026-03-312026-04-15

Sponsored

BLACKROCK INC BLACKROCK INC15.9K shares8.62%2026-03-312026-04-15

SPEM SPDR INDEX SHS FDS326.2K shares11.75%2026-03-312026-04-15

DFIV DIMENSIONAL ETF TRUST289.3K shares292.34%2026-03-312026-04-15

ILF ISHARES TR427.7K shares2128.27%2026-03-312026-04-15

GEV GE VERNOVA INC17.3K shares14.70%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL21 shares40.00%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC44.6K shares4.42%2026-03-312026-04-15

HON HONEYWELL INTL INC66.5K shares7.06%2026-03-312026-04-15

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F326.0K shares4.64%2026-03-312026-04-15

AVUV AMERICAN CENTY ETF TR135.7K shares28.99%2026-03-312026-04-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP42.4K shares1.81%2026-03-312026-04-15

RDVY FIRST TR EXCHANGE TRADED FD212.5K shares1.05%2026-03-312026-04-15

FLOT ISHARES TR284.0K shares5.07%2026-03-312026-04-15

ITOT ISHARES TR101.3K shares-2.59%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO46.9K shares8.46%2026-03-312026-04-15

IUS INVESCO EXCH TRD SLF IDX FD244.8K shares2.07%2026-03-312026-04-15

Sponsored

TJX TJX COS INC NEW88.4K shares17.25%2026-03-312026-04-15

FMDE FIDELITY COVINGTON TRUST391.2K shares66.69%2026-03-312026-04-15

TXN TEXAS INSTRS INC71.1K shares0.40%2026-03-312026-04-15

BAC BANK AMERICA CORP282.0K shares12.52%2026-03-312026-04-15

DBEF DBX ETF TR276.4K shares8.32%2026-03-312026-04-15

QCOM QUALCOMM INC106.0K shares62.72%2026-03-312026-04-15

EXEL EXELIXIS INC318.1K shares265.83%2026-03-312026-04-15

FTNT FORTINET INC165.5K shares2.64%2026-03-312026-04-15

Sponsored

AMD ADVANCED MICRO DEVICES INC66.3K shares14.81%2026-03-312026-04-15

VONG VANGUARD SCOTTSDALE FDS122.5K shares-23.18%2026-03-312026-04-15

WFC WELLS FARGO & CO168.7K shares0.15%2026-03-312026-04-15

AMAT APPLIED MATLS INC39.3K shares9.84%2026-03-312026-04-15

SPGI S&P GLOBAL INC31.5K shares15.20%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP21.7K shares9.75%2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC36.7K shares13.19%2026-03-312026-04-15

KLAC KLA CORP8.8K shares7.35%2026-03-312026-04-15

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD271.3K shares3.36%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS51.8K shares5.96%2026-03-312026-04-15

UNP UNION PAC CORP51.7K shares18.92%2026-03-312026-04-15

TLT ISHARES TR144.6K shares1594.34%2026-03-312026-04-15

CMI CUMMINS INC23.1K shares14.63%2026-03-312026-04-15

ORCL ORACLE CORP83.3K shares-5.57%2026-03-312026-04-15

DBMF LITMAN GREGORY FDS TR402.2K shares36.92%2026-03-312026-04-15

VWOB VANGUARD WHITEHALL FDS183.7K shares98.36%2026-03-312026-04-15

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ICSH ISHARES TR237.9K shares27.98%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F221.0K shares-0.93%2026-03-312026-04-15

EXPE EXPEDIA GROUP INC51.5K shares152.02%2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC56.9K shares12.34%2026-03-312026-04-15

EFAV ISHARES TR129.4K shares88.74%2026-03-312026-04-15

XMHQ INVESCO EXCHANGE TRADED FD T112.2K shares6.04%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR462.1K shares59.44%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC100.8K shares4.47%2026-03-312026-04-15

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QQQM INVESCO EXCH TRADED FD TR II48.1K shares-11.14%2026-03-312026-04-15

IJS ISHARES TR96.2K sharesnew addition2026-03-312026-04-15

JPST J P MORGAN EXCHANGE TRADED F224.5K shares5.36%2026-03-312026-04-15

SPYV SPDR SERIES TRUST199.4K shares-4.77%2026-03-312026-04-15

XAR SPDR SERIES TRUST42.9K shares3.01%2026-03-312026-04-15

COP CONOCOPHILLIPS82.5K shares30.89%2026-03-312026-04-15

LOW LOWES COS INC46.0K shares14.63%2026-03-312026-04-15

IDEV ISHARES TR129.7K shares-0.92%2026-03-312026-04-15

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ADI ANALOG DEVICES INC32.4K shares53.03%2026-03-312026-04-15

IWB ISHARES TR28.8K shares-6.47%2026-03-312026-04-15

SIVR ABRDN SILVER ETF TRUST143.3K shares-4.08%2026-03-312026-04-15

FTCS FIRST TR EXCHANGE-TRADED FD109.6K shares-2.25%2026-03-312026-04-15

ITW ILLINOIS TOOL WKS INC39.0K shares16.83%2026-03-312026-04-15

AEP AMERICAN ELEC PWR CO INC77.3K shares21.72%2026-03-312026-04-15

BTT BLACKROCK MUN TARGET TERM TR442.6K shares-4.01%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F177.1K shares-2.15%2026-03-312026-04-15

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CGBL CAPITAL GROUP CORE BALANCED290.4K shares19.35%2026-03-312026-04-15

PVAL PUTNAM ETF TRUST215.0K shares86.90%2026-03-312026-04-15

SO SOUTHERN CO102.9K shares11.79%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC197.7K shares22.31%2026-03-312026-04-15

AMGN AMGEN INC28.0K shares15.37%2026-03-312026-04-15

XLY SELECT SECTOR SPDR TR89.9K shares68.73%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP82.5K shares15.91%2026-03-312026-04-15

COWZ PACER FDS TR155.6K shares5.52%2026-03-312026-04-15

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INTC INTEL CORP218.3K shares-7.03%2026-03-312026-04-15

SJNK SPDR SERIES TRUST380.5K shares47.70%2026-03-312026-04-15

ITA ISHARES TR43.2K shares-16.44%2026-03-312026-04-15

FIX COMFORT SYS USA INC6.8K shares14.68%2026-03-312026-04-15

FPEI FIRST TR EXCH TRADED FD III493.7K shares-73.35%2026-03-312026-04-15

LINDE PLC LINDE PLC18.8K shares9.14%2026-03-312026-04-15

BSX BOSTON SCIENTIFIC CORP147.8K shares8.63%2026-03-312026-04-15

MDYG SPDR SERIES TRUST96.4K shares7.63%2026-03-312026-04-15

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NOC NORTHROP GRUMMAN CORP13.5K shares11.99%2026-03-312026-04-15

CGIB CAPITAL GRP FIXED INCM ETF T365.7K shares5.02%2026-03-312026-04-15

XMLV INVESCO EXCH TRADED FD TR II144.5K shares6.09%2026-03-312026-04-15

VV VANGUARD INDEX FDS30.2K shares0.97%2026-03-312026-04-15

VHT VANGUARD WORLD FD33.0K shares6.45%2026-03-312026-04-15

AIRR FIRST TR EXCHANGE TRADED FD80.7K shares16.34%2026-03-312026-04-15

VTIP VANGUARD MALVERN FDS178.7K shares186.42%2026-03-312026-04-15

TMUS T-MOBILE US INC42.1K shares12.09%2026-03-312026-04-15

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RY ROYAL BK CDA54.5K shares12.22%2026-03-312026-04-15

VYMI VANGUARD WHITEHALL FDS93.3K shares-3.43%2026-03-312026-04-15

BA BOEING CO44.1K shares21.07%2026-03-312026-04-15

VTEI VANGUARD MUN BD FDS87.7K shares46.82%2026-03-312026-04-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC75.6K shares12.95%2026-03-312026-04-15

DIA STATE STR SPDR DOW JONES IND18.8K shares-23.28%2026-03-312026-04-15

SNPS SYNOPSYS INC21.9K shares4.70%2026-03-312026-04-15

SHYG ISHARES TR204.2K shares53.60%2026-03-312026-04-15

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ADBE ADOBE INC35.5K shares1.33%2026-03-312026-04-15

XLC SELECT SECTOR SPDR TR77.6K shares26.94%2026-03-312026-04-15

IBDS ISHARES TR354.3K shares17.09%2026-03-312026-04-15

IJH ISHARES TR126.8K shares6.62%2026-03-312026-04-15

CIBR FIRST TR EXCHANGE-TRADED FD135.8K shares2.10%2026-03-312026-04-15

GILD GILEAD SCIENCES INC60.9K shares13.73%2026-03-312026-04-15

SYK STRYKER CORPORATION25.7K shares26.98%2026-03-312026-04-15

GM GENERAL MTRS CO113.4K shares15.81%2026-03-312026-04-15

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BIV VANGUARD BD INDEX FDS108.8K shares8.01%2026-03-312026-04-15

PYPL PAYPAL HLDGS INC184.6K shares-2.28%2026-03-312026-04-15

VEEV VEEVA SYS INC47.4K shares5.05%2026-03-312026-04-15

NEE NEXTERA ENERGY INC89.6K shares9.09%2026-03-312026-04-15

SRLN SSGA ACTIVE ETF TR205.1K shares-4.03%2026-03-312026-04-15

HOLA J P MORGAN EXCHANGE TRADED F156.5K shares-36.05%2026-03-312026-04-15

AMPLIFY ETF TR AMPLIFY ETF TR383.8K shares19.25%2026-03-312026-04-15

DFIC DIMENSIONAL ETF TRUST230.2K shares1052.45%2026-03-312026-04-15

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JCI JOHNSON CONTROLS INTERNATION62.4K shares11.38%2026-03-312026-04-15

AVDV AMERICAN CENTY ETF TR81.5K shares12.82%2026-03-312026-04-15

IQDG WISDOMTREE TR200.8K shares-5.89%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW60.8K shares12.94%2026-03-312026-04-15

AHR AMERICAN HEALTHCARE REIT INC168.0K shares-0.01%2026-03-312026-04-15

JQUA J P MORGAN EXCHANGE TRADED F128.6K shares-10.09%2026-03-312026-04-15

SPHQ INVESCO EXCHANGE TRADED FD T104.6K shares1.06%2026-03-312026-04-15

DE DEERE & CO13.9K shares4.87%2026-03-312026-04-15

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XLI SELECT SECTOR SPDR TR48.5K shares4.96%2026-03-312026-04-15

DGRW WISDOMTREE TR89.1K shares-14.13%2026-03-312026-04-15

VT VANGUARD INTL EQUITY INDEX F56.5K shares11.51%2026-03-312026-04-15

VXUS VANGUARD STAR FDS101.3K shares-3.40%2026-03-312026-04-15

SPHY SPDR SERIES TRUST333.7K shares91.30%2026-03-312026-04-15

APH AMPHENOL CORP61.1K shares6.26%2026-03-312026-04-15

SBUX STARBUCKS CORP85.3K shares8.69%2026-03-312026-04-15

WDC WESTERN DIGITAL CORP28.0K shares-0.39%2026-03-312026-04-15

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HYD VANECK ETF TRUST149.4K shares21.01%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR92.1K shares-18.83%2026-03-312026-04-15

IBDR ISHARES TR306.2K shares5.96%2026-03-312026-04-15

XLB SELECT SECTOR SPDR TR147.4K shares4.78%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN36.2K shares44.13%2026-03-312026-04-15

SEIV SEI EXCHANGE TRADED FUNDS176.5K shares67.99%2026-03-312026-04-15

EIX EDISON INTL99.9K shares26.09%2026-03-312026-04-15

TMO THERMO FISHER SCIENTIFIC INC14.9K shares-4.08%2026-03-312026-04-15

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BSV VANGUARD BD INDEX FDS93.1K shares13.64%2026-03-312026-04-15

FDX FEDEX CORP20.4K shares4.08%2026-03-312026-04-15

IBDT ISHARES TR286.9K shares30.57%2026-03-312026-04-15

CGDG CAPITAL GROUP DIVIDEND GROWE202.0K shares1.65%2026-03-312026-04-15

BKDV BNY MELLON ETF TRUST II244.1K shares2.34%2026-03-312026-04-15

IBIT ISHARES BITCOIN TRUST ETF187.0K shares152.59%2026-03-312026-04-15

ARCC ARES CAPITAL CORP398.4K shares41.01%2026-03-312026-04-15

VOE VANGUARD INDEX FDS38.6K shares6.73%2026-03-312026-04-15

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XLV SELECT SECTOR SPDR TR48.5K shares65.78%2026-03-312026-04-15

SYSB ISHARES TR79.7K shares18.05%2026-03-312026-04-15

PFE PFIZER INC251.5K shares4.06%2026-03-312026-04-15

AFL AFLAC INC64.1K shares0.35%2026-03-312026-04-15

ESGU ISHARES TR49.5K shares10.46%2026-03-312026-04-15

NIC NICOLET BANKSHARES INC47.0K shares-4.63%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC25.8K shares-22.41%2026-03-312026-04-15

NEM NEWMONT CORP64.0K shares8.39%2026-03-312026-04-15

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PCG PG&E CORP392.7K shares19.57%2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP73.3K shares6.04%2026-03-312026-04-15

IWC ISHARES TR43.1K sharesnew addition2026-03-312026-04-15

BKNG BOOKING HOLDINGS INC1.6K shares-4.29%2026-03-312026-04-15

SPTS SPDR SERIES TRUST234.3K shares-36.01%2026-03-312026-04-15

JMUB J P MORGAN EXCHANGE TRADED F135.2K shares-0.13%2026-03-312026-04-15

WELL WELLTOWER INC33.7K shares4.99%2026-03-312026-04-15

SDY SPDR SERIES TRUST45.6K shares-5.03%2026-03-312026-04-15

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DIS DISNEY WALT CO68.9K shares0.81%2026-03-312026-04-15

WMB WILLIAMS COS INC91.3K shares0.54%2026-03-312026-04-15

IWL ISHARES TR41.3K shares-0.59%2026-03-312026-04-15

CGMS CAPITAL GRP FIXED INCM ETF T242.4K shares4.85%2026-03-312026-04-15

ILCB ISHARES TR73.1K shares-0.47%2026-03-312026-04-15

ABT ABBOTT LABORATORIES63.8K shares-24.13%2026-03-312026-04-15

PSX PHILLIPS 6635.7K shares13.27%2026-03-312026-04-15

CPRT COPART INC195.6K shares17.94%2026-03-312026-04-15

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GLW CORNING INC47.6K shares5.67%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC56.0K shares0.86%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR204.9K shares-2.61%2026-03-312026-04-15

MDY STATE STR SPDR S&P MIDCAP 4010.2K shares6.17%2026-03-312026-04-15

BUFR FIRST TR EXCHNG TRADED FD VI186.0K shares1.20%2026-03-312026-04-15

DHR DANAHER CORP DEL33.0K shares20.34%2026-03-312026-04-15

SCHZ SCHWAB STRATEGIC TR268.9K shares-5.28%2026-03-312026-04-15

VOX VANGUARD WORLD FD34.6K shares10.41%2026-03-312026-04-15

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VXF VANGUARD INDEX FDS30.2K shares-3.15%2026-03-312026-04-15

ATO ATMOS ENERGY CORP33.5K shares23.89%2026-03-312026-04-15

EQWL INVESCO EXCHANGE TRADED FD T53.7K shares4.56%2026-03-312026-04-15

FDVV FIDELITY COVINGTON TRUST111.5K shares91.98%2026-03-312026-04-15

QALT SEI EXCHANGE TRADED FUNDS243.3K shares4.01%2026-03-312026-04-15

FLRN SPDR SERIES TRUST198.8K shares5.70%2026-03-312026-04-15

HYMB SPDR SERIES TRUST245.3K shares19.21%2026-03-312026-04-15

INMU BLACKROCK ETF TRUST II252.9K shares121.71%2026-03-312026-04-15

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PANW PALO ALTO NETWORKS INC37.6K shares-4.29%2026-03-312026-04-15

UTHR UNITED THERAPEUTICS CORP DEL10.1K shares-5.91%2026-03-312026-04-15

DGRO ISHARES TR84.2K shares-15.95%2026-03-312026-04-15

FTI TECHNIPFMC PLC85.2K shares16.91%2026-03-312026-04-15

VRT VERTIV HOLDINGS CO23.2K shares30.28%2026-03-312026-04-15

VNQ VANGUARD INDEX FDS65.4K shares-0.19%2026-03-312026-04-15

HSY HERSHEY CO27.7K shares-15.22%2026-03-312026-04-15

DFUV DIMENSIONAL ETF TRUST117.7K shares289.10%2026-03-312026-04-15

Sponsored

ASML ASML HLDG NV4.3K shares10.55%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC78.0K shares-1.98%2026-03-312026-04-15

TRV TRAVELERS COMPANIES INC19.2K shares8.61%2026-03-312026-04-15

VOT VANGUARD INDEX FDS21.7K shares-1.84%2026-03-312026-04-15

VFH VANGUARD WORLD FD46.1K shares1.25%2026-03-312026-04-15

SNY SANOFI SA115.3K shares23.53%2026-03-312026-04-15

DAL DELTA AIR LINES INC83.5K shares29.89%2026-03-312026-04-15

SPMO INVESCO EXCH TRADED FD TR II49.4K shares5.16%2026-03-312026-04-15

Sponsored

FCX FREEPORT MCMORAN INC94.3K shares20.58%2026-03-312026-04-15

VCIT VANGUARD SCOTTSDALE FDS66.7K shares3.14%2026-03-312026-04-15

XSOE WISDOMTREE TR136.8K shares-6.48%2026-03-312026-04-15

MEAR ISHARES U S ETF TR108.8K shares1.14%2026-03-312026-04-15

TLH ISHARES TR54.1K shares20.21%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC62.9K shares-13.00%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP6.1K shares51.82%2026-03-312026-04-15

HIMU BLACKROCK ETF TRUST II112.7K shares9.99%2026-03-312026-04-15

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SEIQ SEI EXCHANGE TRADED FUNDS146.4K shares168.35%2026-03-312026-04-15

IWD ISHARES TR24.9K shares22.11%2026-03-312026-04-15

USHY ISHARES TR143.6K shares117.24%2026-03-312026-04-15

MINT PIMCO ETF TR52.5K shares-6.82%2026-03-312026-04-15

SHW SHERWIN WILLIAMS CO16.5K shares127.98%2026-03-312026-04-15

DISV DIMENSIONAL ETF TRUST133.8K sharesnew addition2026-03-312026-04-15

LNT ALLIANT ENERGY CORP73.3K shares65.99%2026-03-312026-04-15

IJK ISHARES TR52.2K shares390.85%2026-03-312026-04-15

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VFMO VANGUARD WELLINGTON FD26.6K shares-1.18%2026-03-312026-04-15

NOW SERVICENOW INC50.0K shares25.15%2026-03-312026-04-15

ABNB AIRBNB INC41.4K shares25.34%2026-03-312026-04-15

HDV ISHARES TR38.4K shares-6.02%2026-03-312026-04-15

SHY ISHARES TR62.8K shares-7.48%2026-03-312026-04-15

SFM SPROUTS FMRS MKT INC67.2K shares13.32%2026-03-312026-04-15

ILCG ISHARES TR54.2K shares-0.77%2026-03-312026-04-15

NVS NOVARTIS AG33.7K shares3.72%2026-03-312026-04-15

Sponsored

KMI KINDER MORGAN INC DEL148.6K shares21.77%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP27.2K shares-32.62%2026-03-312026-04-15

FNDF SCHWAB STRATEGIC TR101.3K shares0.02%2026-03-312026-04-15

DIHP DIMENSIONAL ETF TRUST153.0K sharesnew addition2026-03-312026-04-15

UGA UNITED STS GASOLINE FD LP47.5K shares2.76%2026-03-312026-04-15

VLO VALERO ENERGY CORP19.9K shares3.80%2026-03-312026-04-15

MMC MARSH & MCLENNAN COS INC28.2K shares18.90%2026-03-312026-04-15

ICVT ISHARES TR48.1K shares-11.21%2026-03-312026-04-15

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FELG FIDELITY COVINGTON TRUST129.5K shares198.38%2026-03-312026-04-15

INTU INTUIT11.2K shares15.00%2026-03-312026-04-15

ISRG INTUITIVE SURGICAL INC10.5K shares8.04%2026-03-312026-04-15

IBDU ISHARES TR207.6K shares27.93%2026-03-312026-04-15

EMXC ISHARES INC61.3K shares-4.66%2026-03-312026-04-15

MAR MARRIOTT INTL INC NEW14.7K shares1.22%2026-03-312026-04-15

POWL POWELL INDS INC8.9K shares12.49%2026-03-312026-04-15

CNC CENTENE CORP DEL146.5K shares-6.29%2026-03-312026-04-15

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VCR VANGUARD WORLD FD13.3K shares-0.86%2026-03-312026-04-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND24.1K shares-21.62%2026-03-312026-04-15

AXON AXON ENTERPRISE INC11.3K shares-7.86%2026-03-312026-04-15

HWM HOWMET AEROSPACE INC20.7K shares4.30%2026-03-312026-04-15

SOXX ISHARES TR14.4K shares11.88%2026-03-312026-04-15

MCO MOODYS CORP10.8K shares5.37%2026-03-312026-04-15

AGGY WISDOMTREE TR108.0K shares-18.30%2026-03-312026-04-15

INCY INCYTE CORP49.5K shares-0.65%2026-03-312026-04-15

Sponsored

ULTA ULTA BEAUTY INC8.9K shares17.23%2026-03-312026-04-15

SHOP SHOPIFY INC39.0K shares19.21%2026-03-312026-04-15

VRTX VERTEX PHARMACEUTICALS INC10.3K shares15.26%2026-03-312026-04-15

CMCSA COMCAST CORP NEW159.7K shares40.99%2026-03-312026-04-15

JHMD JOHN HANCOCK EXCHANGE TRADED108.0K shares-10.30%2026-03-312026-04-15

TSCO TRACTOR SUPPLY CO100.8K shares-4.42%2026-03-312026-04-15

IYY ISHARES TR28.8K shares1.00%2026-03-312026-04-15

CGGE CAPITAL GROUP GLOBAL EQUITY148.9K shares-0.27%2026-03-312026-04-15

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ROST ROSS STORES INC20.7K shares22.08%2026-03-312026-04-15

ALL ALLSTATE CORP21.5K shares6.66%2026-03-312026-04-15

EME EMCOR GROUP INC6.0K shares33.25%2026-03-312026-04-15

CVS CVS HEALTH CORP62.0K shares15.86%2026-03-312026-04-15

PLD PROLOGIS INC.33.5K shares12.42%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS55.9K shares-1.51%2026-03-312026-04-15

EES WISDOMTREE TR75.6K shares17.09%2026-03-312026-04-15

EMLC VANECK ETF TRUST174.6K shares23.79%2026-03-312026-04-15

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PSFF PACER FDS TR136.0K shares13.38%2026-03-312026-04-15

BUFF INNOVATOR ETFS TRUST88.2K shares8.68%2026-03-312026-04-15

REGL PROSHARES TR50.3K shares31.70%2026-03-312026-04-15

CME CME GROUP INC14.6K shares-4.53%2026-03-312026-04-15

REGN REGENERON PHARMACEUTICALS5.6K shares39.17%2026-03-312026-04-15

IMCG ISHARES TR54.6K shares11.96%2026-03-312026-04-15

VGSH VANGUARD SCOTTSDALE FDS73.4K shares-19.65%2026-03-312026-04-15

PAVE GLOBAL X FDS83.8K shares-0.33%2026-03-312026-04-15

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HLT HILTON WORLDWIDE HLDGS INC14.0K shares30.74%2026-03-312026-04-15

FV FIRST TR EXCHANGE TRADED FD70.3K shares39.51%2026-03-312026-04-15

VGIT VANGUARD SCOTTSDALE FDS71.4K shares37.95%2026-03-312026-04-15

EQIX EQUINIX INC4.3K shares73.46%2026-03-312026-04-15

BKLN INVESCO EXCH TRADED FD TR II206.4K shares-13.28%2026-03-312026-04-15

EVSD MORGAN STANLEY ETF TRUST82.5K shares15.13%2026-03-312026-04-15

CENCORA INC CENCORA INC13.3K shares1.22%2026-03-312026-04-15

PYLD PIMCO ETF TR158.9K shares-43.95%2026-03-312026-04-15

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HYG ISHARES TR52.3K shares-30.35%2026-03-312026-04-15

IDEF BLACKROCK ETF TRUST127.0K sharesnew addition2026-03-312026-04-15

IWP ISHARES TR32.1K shares-16.33%2026-03-312026-04-15

CEG CONSTELLATION ENERGY CORP14.7K shares5.52%2026-03-312026-04-15

CL COLGATE PALMOLIVE CO48.2K shares10.11%2026-03-312026-04-15

TFC TRUIST FINL CORP89.2K shares7.76%2026-03-312026-04-15

NEA NUVEEN AMT FREE QLTY MUN INC362.0K shares-0.40%2026-03-312026-04-15

MDLZ MONDELEZ INTL INC70.3K shares5.03%2026-03-312026-04-15

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TPR TAPESTRY INC28.7K shares1.36%2026-03-312026-04-15

PPA INVESCO EXCHANGE TRADED FD T24.3K shares11.16%2026-03-312026-04-15

TIDAL TRUST III TIDAL TRUST III208.2K sharesnew addition2026-03-312026-04-15

CSX CSX CORP97.8K shares23.03%2026-03-312026-04-15

USB US BANCORP76.6K shares10.89%2026-03-312026-04-15

DFCF DIMENSIONAL ETF TRUST94.4K shares1592.52%2026-03-312026-04-15

PCTY PAYLOCITY HLDG CORP36.9K shares3.20%2026-03-312026-04-15

DWM WISDOMTREE TR56.9K shares20.03%2026-03-312026-04-15

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MMM 3M CO27.3K shares2.25%2026-03-312026-04-15

CMG CHIPOTLE MEXICAN GRILL INC123.3K shares-9.64%2026-03-312026-04-15

CFG CITIZENS FINL GROUP INC65.4K shares40.56%2026-03-312026-04-15

GARP ISHARES TR61.2K shares9.75%2026-03-312026-04-15

VEU VANGUARD INTL EQUITY INDEX F52.0K shares32.95%2026-03-312026-04-15

BLCR BLACKROCK ETF TRUST93.8K sharesnew addition2026-03-312026-04-15

SCHB SCHWAB STRATEGIC TR152.3K shares0.15%2026-03-312026-04-15

SGOV ISHARES TR37.9K shares-3.27%2026-03-312026-04-15

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WM WASTE MGMT INC DEL16.6K shares3.73%2026-03-312026-04-15

EMB ISHARES TR40.5K shares-10.77%2026-03-312026-04-15

CIEN CIENA CORP9.8K shares-0.97%2026-03-312026-04-15

XLP SELECT SECTOR SPDR TR46.2K shares23.01%2026-03-312026-04-15

TCAF T ROWE PRICE ETF INC106.4K shares0.26%2026-03-312026-04-15

DFAS DIMENSIONAL ETF TRUST53.2K shares-4.55%2026-03-312026-04-15

VIK VIKING HOLDINGS LTD51.4K shares24.64%2026-03-312026-04-15

ECL ECOLAB INC14.2K shares11.29%2026-03-312026-04-15

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PAAA PGIM ETF TR73.5K shares39.88%2026-03-312026-04-15

ORLY OREILLY AUTOMOTIVE INC40.6K shares10.94%2026-03-312026-04-15

EMR EMERSON ELEC CO28.6K shares-0.26%2026-03-312026-04-15

JBHT HUNT J B TRANS SVCS INC17.7K shares27.60%2026-03-312026-04-15

AMP AMERIPRISE FINL INC8.4K shares1.90%2026-03-312026-04-15

SLYG SPDR SERIES TRUST38.6K shares-12.51%2026-03-312026-04-15

IYG ISHARES TR45.0K shares40.15%2026-03-312026-04-15

SMA SMARTSTOP SELF STORAG REIT I123.0K shares7.00%2026-03-312026-04-15

Sponsored

NSC NORFOLK SOUTHN CORP13.0K shares7.87%2026-03-312026-04-15

LCTU BLACKROCK ETF TRUST53.0K shares19.83%2026-03-312026-04-15

THE CIGNA GROUP THE CIGNA GROUP13.7K shares86.88%2026-03-312026-04-15

SLV ISHARES SILVER TR53.3K shares18.58%2026-03-312026-04-15

IWN ISHARES TR19.1K shares74.14%2026-03-312026-04-15

XMMO INVESCO EXCHANGE TRADED FD T25.0K shares-0.65%2026-03-312026-04-15

ACWV ISHARES INC30.3K shares0.09%2026-03-312026-04-15

TGT TARGET CORP29.6K shares14.05%2026-03-312026-04-15

Sponsored

NTRA NATERA INC17.8K shares-5.14%2026-03-312026-04-15

IHF ISHARES TR84.8K shares-0.05%2026-03-312026-04-15

DSI ISHARES TR29.3K shares12.76%2026-03-312026-04-15

KR KROGER CO48.9K shares8.90%2026-03-312026-04-15

APP APPLOVIN CORP8.9K shares-12.15%2026-03-312026-04-15

VTR VENTAS INC43.1K shares0.80%2026-03-312026-04-15

DOW DOW HLDGS INC84.5K shares155.81%2026-03-312026-04-15

LRN STRIDE INC39.4K shares-2.42%2026-03-312026-04-15

Sponsored

MSI MOTOROLA SOLUTIONS INC7.9K shares18.52%2026-03-312026-04-15

AON PLC AON PLC10.6K shares30.46%2026-03-312026-04-15

MPWR MONOLITHIC PWR SYS INC3.1K shares12.37%2026-03-312026-04-15

LHX L3HARRIS TECHNOLOGIES INC9.8K shares-3.43%2026-03-312026-04-15

VUG

VANGUARD INDEX FDS

0.77%

Shares824.2K

Event2026-03-31

Filed2026-04-15

IUSG

ISHARES TR

20.15%

Shares2.0M

Event2026-03-31

Filed2026-04-15

QLTY

GMO ETF TRUST

6.44%

Shares8.0M

Event2026-03-31

Filed2026-04-15

IUSV

ISHARES TR

7.48%

Shares2.8M

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

9.10%

Shares985.2K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

11.33%

Shares321.3K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

18.14%

Shares1.1M

Event2026-03-31

Filed2026-04-15

MGK

VANGUARD WORLD FD

-14.28%

Shares542.4K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

2.95%

Shares997.7K

Event2026-03-31

Filed2026-04-15

DYNF

BLACKROCK ETF TRUST

14.74%

Shares3.4M

Event2026-03-31

Filed2026-04-15

MGV

VANGUARD WORLD FD

5.95%

Shares1.3M

Event2026-03-31

Filed2026-04-15

SPTI

SPDR SERIES TRUST

7.82%

Shares6.2M

Event2026-03-31

Filed2026-04-15

EFV

ISHARES TR

4.29%

Shares2.4M

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-2.52%

Shares274.9K

Event2026-03-31

Filed2026-04-15

CORO

BLACKROCK ETF TRUST

New

Shares5.0M

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

17.50%

Shares431.8K

Event2026-03-31

Filed2026-04-15

AVNM

AMERICAN CENTY ETF TR

4.19%

Shares2.0M

Event2026-03-31

Filed2026-04-15

USTB

VICTORY PORTFOLIOS II

8.63%

Shares2.8M

Event2026-03-31

Filed2026-04-15

UBND

VICTORY PORTFOLIOS II

9.75%

Shares6.4M

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

32.08%

Shares234.3K

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

-27.33%

Shares1.9M

Event2026-03-31

Filed2026-04-15

MBB

ISHARES TR

7.28%

Shares1.4M

Event2026-03-31

Filed2026-04-15

CWI

SPDR INDEX SHS FDS

9.50%

Shares3.5M

Event2026-03-31

Filed2026-04-15

BINC

BLACKROCK ETF TRUST II

7.01%

Shares2.4M

Event2026-03-31

Filed2026-04-15

GOVT

ISHARES TR

107.02%

Shares5.3M

Event2026-03-31

Filed2026-04-15

VFLO

VICTORY PORTFOLIOS II

7.09%

Shares2.8M

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

4.45%

Shares502.7K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

14.54%

Shares358.8K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

2.28%

Shares338.8K

Event2026-03-31

Filed2026-04-15

QUAL

ISHARES TR

7.72%

Shares501.9K

Event2026-03-31

Filed2026-04-15

CGUS

CAPITAL GROUP CORE EQUITY ET

5.19%

Shares2.3M

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

-9.53%

Shares276.0K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

12.57%

Shares283.7K

Event2026-03-31

Filed2026-04-15

JAAA

JANUS DETROIT STR TR

5.00%

Shares1.7M

Event2026-03-31

Filed2026-04-15

BAI

BLACKROCK ETF TRUST

16.15%

Shares2.5M

Event2026-03-31

Filed2026-04-15

MTUM

ISHARES TR

13.74%

Shares345.3K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

8.40%

Shares310.3K

Event2026-03-31

Filed2026-04-15

UPS

UNITED PARCEL SVCS INC

-1.52%

Shares815.1K

Event2026-03-31

Filed2026-04-15

BND

VANGUARD BD INDEX FDS

3.08%

Shares1.0M

Event2026-03-31

Filed2026-04-15

CGGR

CAPITAL GROUP GROWTH ETF

6.01%

Shares1.9M

Event2026-03-31

Filed2026-04-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.17%

Shares1.8M

Event2026-03-31

Filed2026-04-15

THRO

BLACKROCK ETF TRUST

16.34%

Shares2.1M

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

10.95%

Shares385.3K

Event2026-03-31

Filed2026-04-15

VMBS

VANGUARD SCOTTSDALE FDS

9.99%

Shares1.4M

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

1.09%

Shares127.3K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

8.12%

Shares209.5K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

-0.76%

Shares933.6K

Event2026-03-31

Filed2026-04-15

SHLD

GLOBAL X FDS

41.30%

Shares839.0K

Event2026-03-31

Filed2026-04-15

CGCP

CAPITAL GRP FIXED INCM ETF T

4.25%

Shares2.5M

Event2026-03-31

Filed2026-04-15

CGCB

CAPITAL GRP FIXED INCM ETF T

3.54%

Shares2.1M

Event2026-03-31

Filed2026-04-15

META

META PLATFORMS INC

-5.65%

Shares95.6K

Event2026-03-31

Filed2026-04-15

ISHARES GOLD TR

-8.19%

Shares596.0K

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

4.09%

Shares1.8M

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

3.82%

Shares177.9K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

9.58%

Shares213.5K

Event2026-03-31

Filed2026-04-15

SPYG

SPDR SERIES TRUST

-1.39%

Shares529.9K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.64%

Shares79.4K

Event2026-03-31

Filed2026-04-15

CGSD

CAPITAL GRP FIXED INCM ETF T

3.74%

Shares2.0M

Event2026-03-31

Filed2026-04-15

SCHO

SCHWAB STRATEGIC TR

8.91%

Shares2.1M

Event2026-03-31

Filed2026-04-15

IEFA

ISHARES TR

-7.87%

Shares541.5K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

15.59%

Shares393.0K

Event2026-03-31

Filed2026-04-15

BIL

SPDR SERIES TRUST

60.37%

Shares517.6K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

-2.12%

Shares1.5M

Event2026-03-31

Filed2026-04-15

IAGG

ISHARES TR

15.95%

Shares905.0K

Event2026-03-31

Filed2026-04-15

DFAC

DIMENSIONAL ETF TRUST

113.10%

Shares1.1M

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

4.46%

Shares290.9K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

19.50%

Shares42.0K

Event2026-03-31

Filed2026-04-15

CGMM

CAPITAL GROUP EQUITY ETF TR

3.20%

Shares1.4M

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

11.87%

Shares284.6K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

10.19%

Shares109.3K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

14.53%

Shares43.6K

Event2026-03-31

Filed2026-04-15

CGIC

CAPITAL GROUP INTERNATIONAL

1.56%

Shares1.1M

Event2026-03-31

Filed2026-04-15

SPYM

SPDR SERIES TRUST

-2.87%

Shares433.0K

Event2026-03-31

Filed2026-04-15

CAT

CATERPILLAR INC

8.84%

Shares46.3K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

11.74%

Shares153.8K

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

2.85%

Shares251.5K

Event2026-03-31

Filed2026-04-15

VBR

VANGUARD INDEX FDS

-1.73%

Shares141.4K

Event2026-03-31

Filed2026-04-15

FTLS

FIRST TR EXCH TRADED FD III

71.17%

Shares419.5K

Event2026-03-31

Filed2026-04-15

CGUI

CAPITAL GRP FIXED INCM ETF T

3.78%

Shares1.2M

Event2026-03-31

Filed2026-04-15

EFG

ISHARES TR

18.82%

Shares251.7K

Event2026-03-31

Filed2026-04-15

VTEB

VANGUARD MUN BD FDS

96.45%

Shares554.8K

Event2026-03-31

Filed2026-04-15

VISA INC

2.74%

Shares91.5K

Event2026-03-31

Filed2026-04-15

QQQI

NEOS ETF TRUST

9.54%

Shares553.8K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

1.55%

Shares240.4K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

11.84%

Shares255.9K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

4.53%

Shares81.3K

Event2026-03-31

Filed2026-04-15

IBTH

ISHARES TR

1.53%

Shares1.2M

Event2026-03-31

Filed2026-04-15

COCA COLA CO

49.14%

Shares345.5K

Event2026-03-31

Filed2026-04-15

SEIM

SEI EXCHANGE TRADED FUNDS

512.19%

Shares575.4K

Event2026-03-31

Filed2026-04-15

FAST

FASTENAL CO

40.51%

Shares563.3K

Event2026-03-31

Filed2026-04-15

CGIE

CAPITAL GROUP INTERNATIONAL

2.96%

Shares770.9K

Event2026-03-31

Filed2026-04-15

SUB

ISHARES TR

52.39%

Shares241.5K

Event2026-03-31

Filed2026-04-15

VOOG

VANGUARD ADMIRAL FDS INC

16.44%

Shares62.8K

Event2026-03-31

Filed2026-04-15

SPIB

SPDR SERIES TRUST

5.58%

Shares751.3K

Event2026-03-31

Filed2026-04-15

IWY

ISHARES TR

17.29%

Shares99.6K

Event2026-03-31

Filed2026-04-15

SCHV

SCHWAB STRATEGIC TR

0.26%

Shares804.8K

Event2026-03-31

Filed2026-04-15

PLTR

PALANTIR TECHNOLOGIES INC

-7.28%

Shares165.8K

Event2026-03-31

Filed2026-04-15

VBK

VANGUARD INDEX FDS

-2.62%

Shares79.7K

Event2026-03-31

Filed2026-04-15

PTLC

PACER FDS TR

4.33%

Shares458.2K

Event2026-03-31

Filed2026-04-15

GE AEROSPACE

10.24%

Shares84.7K

Event2026-03-31

Filed2026-04-15

LAM RESEARCH CORP

68.83%

Shares112.1K

Event2026-03-31

Filed2026-04-15

BFC

BANK FIRST CORP

-0.43%

Shares176.7K

Event2026-03-31

Filed2026-04-15

IGEB

ISHARES TR

13.13%

Shares525.6K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

24.55%

Shares196.8K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

8.04%

Shares121.3K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

12.45%

Shares104.9K

Event2026-03-31

Filed2026-04-15

BMY

BRISTOL-MYERS SQUIBB CO

137.65%

Shares368.6K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

4.98%

Shares143.4K

Event2026-03-31

Filed2026-04-15

ALTRIA GROUP INC

85.24%

Shares335.7K

Event2026-03-31

Filed2026-04-15

PHILIP MORRIS INTL INC

-2.94%

Shares133.7K

Event2026-03-31

Filed2026-04-15

SPDW

SPDR INDEX SHS FDS

3.52%

Shares479.9K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

16.36%

Shares51.3K

Event2026-03-31

Filed2026-04-15

ACWX

ISHARES TR

-13.94%

Shares316.9K

Event2026-03-31

Filed2026-04-15

RWL

INVESCO EXCH TRADED FD TR II

7.70%

Shares188.7K

Event2026-03-31

Filed2026-04-15

BNDX

VANGUARD CHARLOTTE FDS

257.38%

Shares446.5K

Event2026-03-31

Filed2026-04-15

IVE

ISHARES TR

-1.78%

Shares101.4K

Event2026-03-31

Filed2026-04-15

ARISTA NETWORKS INC

80.71%

Shares172.8K

Event2026-03-31

Filed2026-04-15

FNDX

SCHWAB STRATEGIC TR

-13.77%

Shares750.2K

Event2026-03-31

Filed2026-04-15

SCHA

SCHWAB STRATEGIC TR

9.72%

Shares698.2K

Event2026-03-31

Filed2026-04-15

DIVO

AMPLIFY ETF TR

4.28%

Shares428.9K

Event2026-03-31

Filed2026-04-15

IUSB

ISHARES TR

-17.61%

Shares416.1K

Event2026-03-31

Filed2026-04-15

SCHX

SCHWAB STRATEGIC TR

3.28%

Shares749.2K

Event2026-03-31

Filed2026-04-15

USFR

WISDOMTREE TR

41.94%

Shares380.9K

Event2026-03-31

Filed2026-04-15

XLK

SELECT SECTOR SPDR TR

19.71%

Shares144.1K

Event2026-03-31

Filed2026-04-15

MCK

MCKESSON CORP

7.59%

Shares22.0K

Event2026-03-31

Filed2026-04-15

NFLX

NETFLIX INC.

22.30%

Shares197.6K

Event2026-03-31

Filed2026-04-15

SPYI

NEOS ETF TRUST

-10.35%

Shares381.4K

Event2026-03-31

Filed2026-04-15

RDVI

FIRST TR EXCHANGE-TRADED FD

8.31%

Shares729.1K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

-8.57%

Shares239.7K

Event2026-03-31

Filed2026-04-15

OMAH

TIDAL TRUST III

10.16%

Shares1.0M

Event2026-03-31

Filed2026-04-15

SPDR SERIES TRUST

4289.60%

Shares193.0K

Event2026-03-31

Filed2026-04-15

GOLDMAN SACHS GROUP INC

4.59%

Shares21.7K

Event2026-03-31

Filed2026-04-15

QDVO

AMPLIFY ETF TR

10.39%

Shares687.6K

Event2026-03-31

Filed2026-04-15

USIG

ISHARES TR

-73.06%

Shares356.3K

Event2026-03-31

Filed2026-04-15

LQD

ISHARES TR

237.91%

Shares167.0K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

8.54%

Shares83.2K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

205.15%

Shares70.7K

Event2026-03-31

Filed2026-04-15

MASTERCARD INCORPORATED

-5.90%

Shares34.7K

Event2026-03-31

Filed2026-04-15

XLE

SELECT SECTOR SPDR TR

5.97%

Shares281.3K

Event2026-03-31

Filed2026-04-15

AGG

ISHARES TR

-1.81%

Shares173.6K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

421.06%

Shares87.3K

Event2026-03-31

Filed2026-04-15

OEF

ISHARES TR

-34.11%

Shares52.6K

Event2026-03-31

Filed2026-04-15

CGNG

CAPITAL GROUP NEW GEOGRAPHY

4.13%

Shares529.7K

Event2026-03-31

Filed2026-04-15

XLF

SELECT SECTOR SPDR TR

12.74%

Shares336.5K

Event2026-03-31

Filed2026-04-15

MORGAN STANLEY

13.36%

Shares100.2K

Event2026-03-31

Filed2026-04-15

CHUBB LTD SWITZ

14.75%

Shares50.2K

Event2026-03-31

Filed2026-04-15

MICRON TECHNOLOGY INC

12.68%

Shares48.4K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

1.48%

Shares37.9K

Event2026-03-31

Filed2026-04-15

CRM

SALESFORCE INC

160.55%

Shares86.6K

Event2026-03-31

Filed2026-04-15

ETFS GOLD TR

-3.82%

Shares361.6K

Event2026-03-31

Filed2026-04-15

USMV

ISHARES TR

24.17%

Shares173.4K

Event2026-03-31

Filed2026-04-15

SMH

VANECK ETF TRUST

1.92%

Shares41.6K

Event2026-03-31

Filed2026-04-15

MCD

MCDONALDS CORP

25.29%

Shares51.3K

Event2026-03-31

Filed2026-04-15

AT&T INC

13.82%

Shares546.9K

Event2026-03-31

Filed2026-04-15

SPSM

SPDR SERIES TRUST

-4.74%

Shares326.4K

Event2026-03-31

Filed2026-04-15

VGT

VANGUARD WORLD FD

7.18%

Shares22.6K

Event2026-03-31

Filed2026-04-15

FVAL

FIDELITY COVINGTON TRUST

-31.89%

Shares226.7K

Event2026-03-31

Filed2026-04-15

VOOV

VANGUARD ADMIRAL FDS INC

2.00%

Shares77.0K

Event2026-03-31

Filed2026-04-15

EEM

ISHARES TR

556.25%

Shares272.6K

Event2026-03-31

Filed2026-04-15

IYW

ISHARES TR

-12.45%

Shares84.6K

Event2026-03-31

Filed2026-04-15

BLACKROCK INC

8.62%

Shares15.9K

Event2026-03-31

Filed2026-04-15

SPEM

SPDR INDEX SHS FDS

11.75%

Shares326.2K

Event2026-03-31

Filed2026-04-15

DFIV

DIMENSIONAL ETF TRUST

292.34%

Shares289.3K

Event2026-03-31

Filed2026-04-15

ILF

ISHARES TR

2128.27%

Shares427.7K

Event2026-03-31

Filed2026-04-15

GEV

GE VERNOVA INC

14.70%

Shares17.3K

Event2026-03-31

Filed2026-04-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

40.00%

Shares21

Event2026-03-31

Filed2026-04-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.42%

Shares44.6K

Event2026-03-31

Filed2026-04-15

HON

HONEYWELL INTL INC

7.06%

Shares66.5K

Event2026-03-31

Filed2026-04-15

JPIE

J P MORGAN EXCHANGE TRADED F

4.64%

Shares326.0K

Event2026-03-31

Filed2026-04-15

AVUV

AMERICAN CENTY ETF TR

28.99%

Shares135.7K

Event2026-03-31

Filed2026-04-15

GENERAL DYNAMICS CORP

1.81%

Shares42.4K

Event2026-03-31

Filed2026-04-15

RDVY

FIRST TR EXCHANGE TRADED FD

1.05%

Shares212.5K

Event2026-03-31

Filed2026-04-15

FLOT

ISHARES TR

5.07%

Shares284.0K

Event2026-03-31

Filed2026-04-15

ITOT

ISHARES TR

-2.59%

Shares101.3K

Event2026-03-31

Filed2026-04-15

AXP

AMERICAN EXPRESS CO

8.46%

Shares46.9K

Event2026-03-31

Filed2026-04-15

IUS

INVESCO EXCH TRD SLF IDX FD

2.07%

Shares244.8K

Event2026-03-31

Filed2026-04-15

TJX

TJX COS INC NEW

17.25%

Shares88.4K

Event2026-03-31

Filed2026-04-15

FMDE

FIDELITY COVINGTON TRUST

66.69%

Shares391.2K

Event2026-03-31

Filed2026-04-15

TXN

TEXAS INSTRS INC

0.40%

Shares71.1K

Event2026-03-31

Filed2026-04-15

BAC

BANK AMERICA CORP

12.52%

Shares282.0K

Event2026-03-31

Filed2026-04-15

DBEF

DBX ETF TR

8.32%

Shares276.4K

Event2026-03-31

Filed2026-04-15

QCOM

QUALCOMM INC

62.72%

Shares106.0K

Event2026-03-31

Filed2026-04-15

EXEL

EXELIXIS INC

265.83%

Shares318.1K

Event2026-03-31

Filed2026-04-15

FTNT

FORTINET INC

2.64%

Shares165.5K

Event2026-03-31

Filed2026-04-15

AMD

ADVANCED MICRO DEVICES INC

14.81%

Shares66.3K

Event2026-03-31

Filed2026-04-15

VONG

VANGUARD SCOTTSDALE FDS

-23.18%

Shares122.5K

Event2026-03-31

Filed2026-04-15

WFC

WELLS FARGO & CO

0.15%

Shares168.7K

Event2026-03-31

Filed2026-04-15

AMAT

APPLIED MATLS INC

9.84%

Shares39.3K

Event2026-03-31

Filed2026-04-15

SPGI

S&P GLOBAL INC

15.20%

Shares31.5K

Event2026-03-31

Filed2026-04-15

LMT

LOCKHEED MARTIN CORP

9.75%

Shares21.7K

Event2026-03-31

Filed2026-04-15

EATON CORP PLC

13.19%

Shares36.7K

Event2026-03-31

Filed2026-04-15

KLAC

KLA CORP

7.35%

Shares8.8K

Event2026-03-31

Filed2026-04-15

FVD

FIRST TR EXCHANGE-TRADED FD

3.36%

Shares271.3K

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

5.96%

Shares51.8K

Event2026-03-31

Filed2026-04-15

UNP

UNION PAC CORP

18.92%

Shares51.7K

Event2026-03-31

Filed2026-04-15

TLT

ISHARES TR

1594.34%

Shares144.6K

Event2026-03-31

Filed2026-04-15

CMI

CUMMINS INC

14.63%

Shares23.1K

Event2026-03-31

Filed2026-04-15

ORCL

ORACLE CORP

-5.57%

Shares83.3K

Event2026-03-31

Filed2026-04-15

DBMF

LITMAN GREGORY FDS TR

36.92%

Shares402.2K

Event2026-03-31

Filed2026-04-15

VWOB

VANGUARD WHITEHALL FDS

98.36%

Shares183.7K

Event2026-03-31

Filed2026-04-15

ICSH

ISHARES TR

27.98%

Shares237.9K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

-0.93%

Shares221.0K

Event2026-03-31

Filed2026-04-15

EXPE

EXPEDIA GROUP INC

152.02%

Shares51.5K

Event2026-03-31

Filed2026-04-15

PNC

PNC FINL SVCS GROUP INC

12.34%

Shares56.9K

Event2026-03-31

Filed2026-04-15

EFAV

ISHARES TR

88.74%

Shares129.4K

Event2026-03-31

Filed2026-04-15

XMHQ

INVESCO EXCHANGE TRADED FD T

6.04%

Shares112.2K

Event2026-03-31

Filed2026-04-15

SCHF

SCHWAB STRATEGIC TR

59.44%

Shares462.1K

Event2026-03-31

Filed2026-04-15

CITIGROUP INC

4.47%

Shares100.8K

Event2026-03-31

Filed2026-04-15

QQQM

INVESCO EXCH TRADED FD TR II

-11.14%

Shares48.1K

Event2026-03-31

Filed2026-04-15

IJS

ISHARES TR

New

Shares96.2K

Event2026-03-31

Filed2026-04-15

JPST

J P MORGAN EXCHANGE TRADED F

5.36%

Shares224.5K

Event2026-03-31

Filed2026-04-15

SPYV

SPDR SERIES TRUST

-4.77%

Shares199.4K

Event2026-03-31

Filed2026-04-15

XAR

SPDR SERIES TRUST

3.01%

Shares42.9K

Event2026-03-31

Filed2026-04-15

COP

CONOCOPHILLIPS

30.89%

Shares82.5K

Event2026-03-31

Filed2026-04-15

LOW

LOWES COS INC

14.63%

Shares46.0K

Event2026-03-31

Filed2026-04-15

IDEV

ISHARES TR

-0.92%

Shares129.7K

Event2026-03-31

Filed2026-04-15

ADI

ANALOG DEVICES INC

53.03%

Shares32.4K

Event2026-03-31

Filed2026-04-15

IWB

ISHARES TR

-6.47%

Shares28.8K

Event2026-03-31

Filed2026-04-15

SIVR

ABRDN SILVER ETF TRUST

-4.08%

Shares143.3K

Event2026-03-31

Filed2026-04-15

FTCS

FIRST TR EXCHANGE-TRADED FD

-2.25%

Shares109.6K

Event2026-03-31

Filed2026-04-15

ITW

ILLINOIS TOOL WKS INC

16.83%

Shares39.0K

Event2026-03-31

Filed2026-04-15

AEP

AMERICAN ELEC PWR CO INC

21.72%

Shares77.3K

Event2026-03-31

Filed2026-04-15

BTT

BLACKROCK MUN TARGET TERM TR

-4.01%

Shares442.6K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

-2.15%

Shares177.1K

Event2026-03-31

Filed2026-04-15

CGBL

CAPITAL GROUP CORE BALANCED

19.35%

Shares290.4K

Event2026-03-31

Filed2026-04-15

PVAL

PUTNAM ETF TRUST

86.90%

Shares215.0K

Event2026-03-31

Filed2026-04-15

SOUTHERN CO

11.79%

Shares102.9K

Event2026-03-31

Filed2026-04-15

VERIZON COMMUNICATIONS INC

22.31%

Shares197.7K

Event2026-03-31

Filed2026-04-15

AMGN

AMGEN INC

15.37%

Shares28.0K

Event2026-03-31

Filed2026-04-15

XLY

SELECT SECTOR SPDR TR

68.73%

Shares89.9K

Event2026-03-31

Filed2026-04-15

BANK NEW YORK MELLON CORP

15.91%

Shares82.5K

Event2026-03-31

Filed2026-04-15

COWZ

PACER FDS TR

5.52%

Shares155.6K

Event2026-03-31

Filed2026-04-15

INTC

INTEL CORP

-7.03%

Shares218.3K

Event2026-03-31

Filed2026-04-15

SJNK

SPDR SERIES TRUST

47.70%

Shares380.5K

Event2026-03-31

Filed2026-04-15

ITA

ISHARES TR

-16.44%

Shares43.2K

Event2026-03-31

Filed2026-04-15

FIX

COMFORT SYS USA INC

14.68%

Shares6.8K

Event2026-03-31

Filed2026-04-15

FPEI

FIRST TR EXCH TRADED FD III

-73.35%

Shares493.7K

Event2026-03-31

Filed2026-04-15

LINDE PLC

9.14%

Shares18.8K

Event2026-03-31

Filed2026-04-15

BSX

BOSTON SCIENTIFIC CORP

8.63%

Shares147.8K

Event2026-03-31

Filed2026-04-15

MDYG

SPDR SERIES TRUST

7.63%

Shares96.4K

Event2026-03-31

Filed2026-04-15

NOC

NORTHROP GRUMMAN CORP

11.99%

Shares13.5K

Event2026-03-31

Filed2026-04-15

CGIB

CAPITAL GRP FIXED INCM ETF T

5.02%

Shares365.7K

Event2026-03-31

Filed2026-04-15

XMLV

INVESCO EXCH TRADED FD TR II

6.09%

Shares144.5K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

0.97%

Shares30.2K

Event2026-03-31

Filed2026-04-15

VHT

VANGUARD WORLD FD

6.45%

Shares33.0K

Event2026-03-31

Filed2026-04-15

AIRR

FIRST TR EXCHANGE TRADED FD

16.34%

Shares80.7K

Event2026-03-31

Filed2026-04-15

VTIP

VANGUARD MALVERN FDS

186.42%

Shares178.7K

Event2026-03-31

Filed2026-04-15

TMUS

T-MOBILE US INC

12.09%

Shares42.1K

Event2026-03-31

Filed2026-04-15

ROYAL BK CDA

12.22%

Shares54.5K

Event2026-03-31

Filed2026-04-15

VYMI

VANGUARD WHITEHALL FDS

-3.43%

Shares93.3K

Event2026-03-31

Filed2026-04-15

BOEING CO

21.07%

Shares44.1K

Event2026-03-31

Filed2026-04-15

VTEI

VANGUARD MUN BD FDS

46.82%

Shares87.7K

Event2026-03-31

Filed2026-04-15

WEC ENERGY GROUP INC

12.95%

Shares75.6K

Event2026-03-31

Filed2026-04-15

DIA

STATE STR SPDR DOW JONES IND

-23.28%

Shares18.8K

Event2026-03-31

Filed2026-04-15

SNPS

SYNOPSYS INC

4.70%

Shares21.9K

Event2026-03-31

Filed2026-04-15

SHYG

ISHARES TR

53.60%

Shares204.2K

Event2026-03-31

Filed2026-04-15

ADBE

ADOBE INC

1.33%

Shares35.5K

Event2026-03-31

Filed2026-04-15

XLC

SELECT SECTOR SPDR TR

26.94%

Shares77.6K

Event2026-03-31

Filed2026-04-15

IBDS

ISHARES TR

17.09%

Shares354.3K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

6.62%

Shares126.8K

Event2026-03-31

Filed2026-04-15

CIBR

FIRST TR EXCHANGE-TRADED FD

2.10%

Shares135.8K

Event2026-03-31

Filed2026-04-15

GILD

GILEAD SCIENCES INC

13.73%

Shares60.9K

Event2026-03-31

Filed2026-04-15

SYK

STRYKER CORPORATION

26.98%

Shares25.7K

Event2026-03-31

Filed2026-04-15

GENERAL MTRS CO

15.81%

Shares113.4K

Event2026-03-31

Filed2026-04-15

BIV

VANGUARD BD INDEX FDS

8.01%

Shares108.8K

Event2026-03-31

Filed2026-04-15

PYPL

PAYPAL HLDGS INC

-2.28%

Shares184.6K

Event2026-03-31

Filed2026-04-15

VEEV

VEEVA SYS INC

5.05%

Shares47.4K

Event2026-03-31

Filed2026-04-15

NEE

NEXTERA ENERGY INC

9.09%

Shares89.6K

Event2026-03-31

Filed2026-04-15

SRLN

SSGA ACTIVE ETF TR

-4.03%

Shares205.1K

Event2026-03-31

Filed2026-04-15

HOLA

J P MORGAN EXCHANGE TRADED F

-36.05%

Shares156.5K

Event2026-03-31

Filed2026-04-15

AMPLIFY ETF TR

19.25%

Shares383.8K

Event2026-03-31

Filed2026-04-15

DFIC

DIMENSIONAL ETF TRUST

1052.45%

Shares230.2K

Event2026-03-31

Filed2026-04-15

JCI

JOHNSON CONTROLS INTERNATION

11.38%

Shares62.4K

Event2026-03-31

Filed2026-04-15

AVDV

AMERICAN CENTY ETF TR

12.82%

Shares81.5K

Event2026-03-31

Filed2026-04-15

IQDG

WISDOMTREE TR

-5.89%

Shares200.8K

Event2026-03-31

Filed2026-04-15

DUKE ENERGY CORP NEW

12.94%

Shares60.8K

Event2026-03-31

Filed2026-04-15

AHR

AMERICAN HEALTHCARE REIT INC

-0.01%

Shares168.0K

Event2026-03-31

Filed2026-04-15

JQUA

J P MORGAN EXCHANGE TRADED F

-10.09%

Shares128.6K

Event2026-03-31

Filed2026-04-15

SPHQ

INVESCO EXCHANGE TRADED FD T

1.06%

Shares104.6K

Event2026-03-31

Filed2026-04-15

DEERE & CO

4.87%

Shares13.9K

Event2026-03-31

Filed2026-04-15

XLI

SELECT SECTOR SPDR TR

4.96%

Shares48.5K

Event2026-03-31

Filed2026-04-15

DGRW

WISDOMTREE TR

-14.13%

Shares89.1K

Event2026-03-31

Filed2026-04-15

VANGUARD INTL EQUITY INDEX F

11.51%

Shares56.5K

Event2026-03-31

Filed2026-04-15

VXUS

VANGUARD STAR FDS

-3.40%

Shares101.3K

Event2026-03-31

Filed2026-04-15

SPHY

SPDR SERIES TRUST

91.30%

Shares333.7K

Event2026-03-31

Filed2026-04-15

APH

AMPHENOL CORP

6.26%

Shares61.1K

Event2026-03-31

Filed2026-04-15

SBUX

STARBUCKS CORP

8.69%

Shares85.3K

Event2026-03-31

Filed2026-04-15

WDC

WESTERN DIGITAL CORP

-0.39%

Shares28.0K

Event2026-03-31

Filed2026-04-15

HYD

VANECK ETF TRUST

21.01%

Shares149.4K

Event2026-03-31

Filed2026-04-15

AVEM

AMERICAN CENTY ETF TR

-18.83%

Shares92.1K

Event2026-03-31

Filed2026-04-15

IBDR

ISHARES TR

5.96%

Shares306.2K

Event2026-03-31

Filed2026-04-15

XLB

SELECT SECTOR SPDR TR

4.78%

Shares147.4K

Event2026-03-31

Filed2026-04-15

ADP

AUTOMATIC DATA PROCESSING IN

44.13%

Shares36.2K

Event2026-03-31

Filed2026-04-15

SEIV

SEI EXCHANGE TRADED FUNDS

67.99%

Shares176.5K

Event2026-03-31

Filed2026-04-15

EIX

EDISON INTL

26.09%

Shares99.9K

Event2026-03-31

Filed2026-04-15

TMO

THERMO FISHER SCIENTIFIC INC

-4.08%

Shares14.9K

Event2026-03-31

Filed2026-04-15

BSV

VANGUARD BD INDEX FDS

13.64%

Shares93.1K

Event2026-03-31

Filed2026-04-15

FDX

FEDEX CORP

4.08%

Shares20.4K

Event2026-03-31

Filed2026-04-15

IBDT

ISHARES TR

30.57%

Shares286.9K

Event2026-03-31

Filed2026-04-15

CGDG

CAPITAL GROUP DIVIDEND GROWE

1.65%

Shares202.0K

Event2026-03-31

Filed2026-04-15

BKDV

BNY MELLON ETF TRUST II

2.34%

Shares244.1K

Event2026-03-31

Filed2026-04-15

IBIT

ISHARES BITCOIN TRUST ETF

152.59%

Shares187.0K

Event2026-03-31

Filed2026-04-15

ARCC

ARES CAPITAL CORP

41.01%

Shares398.4K

Event2026-03-31

Filed2026-04-15

VOE

VANGUARD INDEX FDS

6.73%

Shares38.6K

Event2026-03-31

Filed2026-04-15

XLV

SELECT SECTOR SPDR TR

65.78%

Shares48.5K

Event2026-03-31

Filed2026-04-15

SYSB

ISHARES TR

18.05%

Shares79.7K

Event2026-03-31

Filed2026-04-15

PFE

PFIZER INC

4.06%

Shares251.5K

Event2026-03-31

Filed2026-04-15

AFL

AFLAC INC

0.35%

Shares64.1K

Event2026-03-31

Filed2026-04-15

ESGU

ISHARES TR

10.46%

Shares49.5K

Event2026-03-31

Filed2026-04-15

NIC

NICOLET BANKSHARES INC

-4.63%

Shares47.0K

Event2026-03-31

Filed2026-04-15

UNH

UNITEDHEALTH GROUP INC

-22.41%

Shares25.8K

Event2026-03-31

Filed2026-04-15

NEM

NEWMONT CORP

8.39%

Shares64.0K

Event2026-03-31

Filed2026-04-15

PCG

PG&E CORP

19.57%

Shares392.7K

Event2026-03-31

Filed2026-04-15

SCHW

SCHWAB CHARLES CORP

6.04%

Shares73.3K

Event2026-03-31

Filed2026-04-15

IWC

ISHARES TR

New

Shares43.1K

Event2026-03-31

Filed2026-04-15

BKNG

BOOKING HOLDINGS INC

-4.29%

Shares1.6K

Event2026-03-31

Filed2026-04-15

SPTS

SPDR SERIES TRUST

-36.01%

Shares234.3K

Event2026-03-31

Filed2026-04-15

JMUB

J P MORGAN EXCHANGE TRADED F

-0.13%

Shares135.2K

Event2026-03-31

Filed2026-04-15

WELL

WELLTOWER INC

4.99%

Shares33.7K

Event2026-03-31

Filed2026-04-15

SDY

SPDR SERIES TRUST

-5.03%

Shares45.6K

Event2026-03-31

Filed2026-04-15

DIS

DISNEY WALT CO

0.81%

Shares68.9K

Event2026-03-31

Filed2026-04-15

WMB

WILLIAMS COS INC

0.54%

Shares91.3K

Event2026-03-31

Filed2026-04-15

IWL

ISHARES TR

-0.59%

Shares41.3K

Event2026-03-31

Filed2026-04-15

CGMS

CAPITAL GRP FIXED INCM ETF T

4.85%

Shares242.4K

Event2026-03-31

Filed2026-04-15

ILCB

ISHARES TR

-0.47%

Shares73.1K

Event2026-03-31

Filed2026-04-15

ABT

ABBOTT LABORATORIES

-24.13%

Shares63.8K

Event2026-03-31

Filed2026-04-15

PSX

PHILLIPS 66

13.27%

Shares35.7K

Event2026-03-31

Filed2026-04-15

CPRT

COPART INC

17.94%

Shares195.6K

Event2026-03-31

Filed2026-04-15

GLW

CORNING INC

5.67%

Shares47.6K

Event2026-03-31

Filed2026-04-15

BLACKSTONE INC

0.86%

Shares56.0K

Event2026-03-31

Filed2026-04-15

SCHM

SCHWAB STRATEGIC TR

-2.61%

Shares204.9K

Event2026-03-31

Filed2026-04-15

MDY

STATE STR SPDR S&P MIDCAP 40

6.17%

Shares10.2K

Event2026-03-31

Filed2026-04-15

BUFR

FIRST TR EXCHNG TRADED FD VI

1.20%

Shares186.0K

Event2026-03-31

Filed2026-04-15

DHR

DANAHER CORP DEL

20.34%

Shares33.0K

Event2026-03-31

Filed2026-04-15

SCHZ

SCHWAB STRATEGIC TR

-5.28%

Shares268.9K

Event2026-03-31

Filed2026-04-15

VOX

VANGUARD WORLD FD

10.41%

Shares34.6K

Event2026-03-31

Filed2026-04-15

VXF

VANGUARD INDEX FDS

-3.15%

Shares30.2K

Event2026-03-31

Filed2026-04-15

ATO

ATMOS ENERGY CORP

23.89%

Shares33.5K

Event2026-03-31

Filed2026-04-15

EQWL

INVESCO EXCHANGE TRADED FD T

4.56%

Shares53.7K

Event2026-03-31

Filed2026-04-15

FDVV

FIDELITY COVINGTON TRUST

91.98%

Shares111.5K

Event2026-03-31

Filed2026-04-15

QALT

SEI EXCHANGE TRADED FUNDS

4.01%

Shares243.3K

Event2026-03-31

Filed2026-04-15

FLRN

SPDR SERIES TRUST

5.70%

Shares198.8K

Event2026-03-31

Filed2026-04-15

HYMB

SPDR SERIES TRUST

19.21%

Shares245.3K

Event2026-03-31

Filed2026-04-15

INMU

BLACKROCK ETF TRUST II

121.71%

Shares252.9K

Event2026-03-31

Filed2026-04-15

PANW

PALO ALTO NETWORKS INC

-4.29%

Shares37.6K

Event2026-03-31

Filed2026-04-15

UTHR

UNITED THERAPEUTICS CORP DEL

-5.91%

Shares10.1K

Event2026-03-31

Filed2026-04-15

DGRO

ISHARES TR

-15.95%

Shares84.2K

Event2026-03-31

Filed2026-04-15

FTI

TECHNIPFMC PLC

16.91%

Shares85.2K

Event2026-03-31

Filed2026-04-15

VRT

VERTIV HOLDINGS CO

30.28%

Shares23.2K

Event2026-03-31

Filed2026-04-15

VNQ

VANGUARD INDEX FDS

-0.19%

Shares65.4K

Event2026-03-31

Filed2026-04-15

HSY

HERSHEY CO

-15.22%

Shares27.7K

Event2026-03-31

Filed2026-04-15

DFUV

DIMENSIONAL ETF TRUST

289.10%

Shares117.7K

Event2026-03-31

Filed2026-04-15

ASML

ASML HLDG NV

10.55%

Shares4.3K

Event2026-03-31

Filed2026-04-15

UBER

UBER TECHNOLOGIES INC

-1.98%

Shares78.0K

Event2026-03-31

Filed2026-04-15

TRV

TRAVELERS COMPANIES INC

8.61%

Shares19.2K

Event2026-03-31

Filed2026-04-15

VOT

VANGUARD INDEX FDS

-1.84%

Shares21.7K

Event2026-03-31

Filed2026-04-15

VFH

VANGUARD WORLD FD

1.25%

Shares46.1K

Event2026-03-31

Filed2026-04-15

SNY

SANOFI SA

23.53%

Shares115.3K

Event2026-03-31

Filed2026-04-15

DAL

DELTA AIR LINES INC

29.89%

Shares83.5K

Event2026-03-31

Filed2026-04-15

SPMO

INVESCO EXCH TRADED FD TR II

5.16%

Shares49.4K

Event2026-03-31

Filed2026-04-15

FCX

FREEPORT MCMORAN INC

20.58%

Shares94.3K

Event2026-03-31

Filed2026-04-15

VCIT

VANGUARD SCOTTSDALE FDS

3.14%

Shares66.7K

Event2026-03-31

Filed2026-04-15

XSOE

WISDOMTREE TR

-6.48%

Shares136.8K

Event2026-03-31

Filed2026-04-15

MEAR

ISHARES U S ETF TR

1.14%

Shares108.8K

Event2026-03-31

Filed2026-04-15

TLH

ISHARES TR

20.21%

Shares54.1K

Event2026-03-31

Filed2026-04-15

MEDTRONIC PLC

-13.00%

Shares62.9K

Event2026-03-31

Filed2026-04-15

PARKER-HANNIFIN CORP

51.82%

Shares6.1K

Event2026-03-31

Filed2026-04-15

HIMU

BLACKROCK ETF TRUST II

9.99%

Shares112.7K

Event2026-03-31

Filed2026-04-15

SEIQ

SEI EXCHANGE TRADED FUNDS

168.35%

Shares146.4K

Event2026-03-31

Filed2026-04-15

IWD

ISHARES TR

22.11%

Shares24.9K

Event2026-03-31

Filed2026-04-15

USHY

ISHARES TR

117.24%

Shares143.6K

Event2026-03-31

Filed2026-04-15

MINT

PIMCO ETF TR

-6.82%

Shares52.5K

Event2026-03-31

Filed2026-04-15

SHW

SHERWIN WILLIAMS CO

127.98%

Shares16.5K

Event2026-03-31

Filed2026-04-15

DISV

DIMENSIONAL ETF TRUST

New

Shares133.8K

Event2026-03-31

Filed2026-04-15

LNT

ALLIANT ENERGY CORP

65.99%

Shares73.3K

Event2026-03-31

Filed2026-04-15

IJK

ISHARES TR

390.85%

Shares52.2K

Event2026-03-31

Filed2026-04-15

VFMO

VANGUARD WELLINGTON FD

-1.18%

Shares26.6K

Event2026-03-31

Filed2026-04-15

NOW

SERVICENOW INC

25.15%

Shares50.0K

Event2026-03-31

Filed2026-04-15

ABNB

AIRBNB INC

25.34%

Shares41.4K

Event2026-03-31

Filed2026-04-15

HDV

ISHARES TR

-6.02%

Shares38.4K

Event2026-03-31

Filed2026-04-15

SHY

ISHARES TR

-7.48%

Shares62.8K

Event2026-03-31

Filed2026-04-15

SFM

SPROUTS FMRS MKT INC

13.32%

Shares67.2K

Event2026-03-31

Filed2026-04-15

ILCG

ISHARES TR

-0.77%

Shares54.2K

Event2026-03-31

Filed2026-04-15

NVS

NOVARTIS AG

3.72%

Shares33.7K

Event2026-03-31

Filed2026-04-15

KMI

KINDER MORGAN INC DEL

21.77%

Shares148.6K

Event2026-03-31

Filed2026-04-15

COF

CAPITAL ONE FINL CORP

-32.62%

Shares27.2K

Event2026-03-31

Filed2026-04-15

FNDF

SCHWAB STRATEGIC TR

0.02%

Shares101.3K

Event2026-03-31

Filed2026-04-15

DIHP

DIMENSIONAL ETF TRUST

New

Shares153.0K

Event2026-03-31

Filed2026-04-15

UGA

UNITED STS GASOLINE FD LP

2.76%

Shares47.5K

Event2026-03-31

Filed2026-04-15

VLO

VALERO ENERGY CORP

3.80%

Shares19.9K

Event2026-03-31

Filed2026-04-15

MMC

MARSH & MCLENNAN COS INC

18.90%

Shares28.2K

Event2026-03-31

Filed2026-04-15

ICVT

ISHARES TR

-11.21%

Shares48.1K

Event2026-03-31

Filed2026-04-15

FELG

FIDELITY COVINGTON TRUST

198.38%

Shares129.5K

Event2026-03-31

Filed2026-04-15

INTU

INTUIT

15.00%

Shares11.2K

Event2026-03-31

Filed2026-04-15

ISRG

INTUITIVE SURGICAL INC

8.04%

Shares10.5K

Event2026-03-31

Filed2026-04-15

IBDU

ISHARES TR

27.93%

Shares207.6K

Event2026-03-31

Filed2026-04-15

EMXC

ISHARES INC

-4.66%

Shares61.3K

Event2026-03-31

Filed2026-04-15

MAR

MARRIOTT INTL INC NEW

1.22%

Shares14.7K

Event2026-03-31

Filed2026-04-15

POWL

POWELL INDS INC

12.49%

Shares8.9K

Event2026-03-31

Filed2026-04-15

CNC

CENTENE CORP DEL

-6.29%

Shares146.5K

Event2026-03-31

Filed2026-04-15

VCR

VANGUARD WORLD FD

-0.86%

Shares13.3K

Event2026-03-31

Filed2026-04-15

ACCENTURE PLC IRELAND

-21.62%

Shares24.1K

Event2026-03-31

Filed2026-04-15

AXON

AXON ENTERPRISE INC

-7.86%

Shares11.3K

Event2026-03-31

Filed2026-04-15

HWM

HOWMET AEROSPACE INC

4.30%

Shares20.7K

Event2026-03-31

Filed2026-04-15

SOXX

ISHARES TR

11.88%

Shares14.4K

Event2026-03-31

Filed2026-04-15

MCO

MOODYS CORP

5.37%

Shares10.8K

Event2026-03-31

Filed2026-04-15

AGGY

WISDOMTREE TR

-18.30%

Shares108.0K

Event2026-03-31

Filed2026-04-15

INCY

INCYTE CORP

-0.65%

Shares49.5K

Event2026-03-31

Filed2026-04-15

ULTA

ULTA BEAUTY INC

17.23%

Shares8.9K

Event2026-03-31

Filed2026-04-15

SHOP

SHOPIFY INC

19.21%

Shares39.0K

Event2026-03-31

Filed2026-04-15

VRTX

VERTEX PHARMACEUTICALS INC

15.26%

Shares10.3K

Event2026-03-31

Filed2026-04-15

CMCSA

COMCAST CORP NEW

40.99%

Shares159.7K

Event2026-03-31

Filed2026-04-15

JHMD

JOHN HANCOCK EXCHANGE TRADED

-10.30%

Shares108.0K

Event2026-03-31

Filed2026-04-15

TSCO

TRACTOR SUPPLY CO

-4.42%

Shares100.8K

Event2026-03-31

Filed2026-04-15

IYY

ISHARES TR

1.00%

Shares28.8K

Event2026-03-31

Filed2026-04-15

CGGE

CAPITAL GROUP GLOBAL EQUITY

-0.27%

Shares148.9K

Event2026-03-31

Filed2026-04-15

ROST

ROSS STORES INC

22.08%

Shares20.7K

Event2026-03-31

Filed2026-04-15

ALL

ALLSTATE CORP

6.66%

Shares21.5K

Event2026-03-31

Filed2026-04-15

EME

EMCOR GROUP INC

33.25%

Shares6.0K

Event2026-03-31

Filed2026-04-15

CVS

CVS HEALTH CORP

15.86%

Shares62.0K

Event2026-03-31

Filed2026-04-15

PLD

PROLOGIS INC.

12.42%

Shares33.5K

Event2026-03-31

Filed2026-04-15

VCSH

VANGUARD SCOTTSDALE FDS

-1.51%

Shares55.9K

Event2026-03-31

Filed2026-04-15

EES

WISDOMTREE TR

17.09%

Shares75.6K

Event2026-03-31

Filed2026-04-15

EMLC

VANECK ETF TRUST

23.79%

Shares174.6K

Event2026-03-31

Filed2026-04-15

PSFF

PACER FDS TR

13.38%

Shares136.0K

Event2026-03-31

Filed2026-04-15

BUFF

INNOVATOR ETFS TRUST

8.68%

Shares88.2K

Event2026-03-31

Filed2026-04-15

REGL

PROSHARES TR

31.70%

Shares50.3K

Event2026-03-31

Filed2026-04-15

CME

CME GROUP INC

-4.53%

Shares14.6K

Event2026-03-31

Filed2026-04-15

REGN

REGENERON PHARMACEUTICALS

39.17%

Shares5.6K

Event2026-03-31

Filed2026-04-15

IMCG

ISHARES TR

11.96%

Shares54.6K

Event2026-03-31

Filed2026-04-15

VGSH

VANGUARD SCOTTSDALE FDS

-19.65%

Shares73.4K

Event2026-03-31

Filed2026-04-15

PAVE

GLOBAL X FDS

-0.33%

Shares83.8K

Event2026-03-31

Filed2026-04-15

HLT

HILTON WORLDWIDE HLDGS INC

30.74%

Shares14.0K

Event2026-03-31

Filed2026-04-15

FIRST TR EXCHANGE TRADED FD

39.51%

Shares70.3K

Event2026-03-31

Filed2026-04-15

VGIT

VANGUARD SCOTTSDALE FDS

37.95%

Shares71.4K

Event2026-03-31

Filed2026-04-15

EQIX

EQUINIX INC

73.46%

Shares4.3K

Event2026-03-31

Filed2026-04-15

BKLN

INVESCO EXCH TRADED FD TR II

-13.28%

Shares206.4K

Event2026-03-31

Filed2026-04-15

EVSD

MORGAN STANLEY ETF TRUST

15.13%

Shares82.5K

Event2026-03-31

Filed2026-04-15

CENCORA INC

1.22%

Shares13.3K

Event2026-03-31

Filed2026-04-15

PYLD

PIMCO ETF TR

-43.95%

Shares158.9K

Event2026-03-31

Filed2026-04-15

HYG

ISHARES TR

-30.35%

Shares52.3K

Event2026-03-31

Filed2026-04-15

IDEF

BLACKROCK ETF TRUST

New

Shares127.0K

Event2026-03-31

Filed2026-04-15

IWP

ISHARES TR

-16.33%

Shares32.1K

Event2026-03-31

Filed2026-04-15

CEG

CONSTELLATION ENERGY CORP

5.52%

Shares14.7K

Event2026-03-31

Filed2026-04-15

COLGATE PALMOLIVE CO

10.11%

Shares48.2K

Event2026-03-31

Filed2026-04-15

TFC

TRUIST FINL CORP

7.76%

Shares89.2K

Event2026-03-31

Filed2026-04-15

NEA

NUVEEN AMT FREE QLTY MUN INC

-0.40%

Shares362.0K

Event2026-03-31

Filed2026-04-15

MDLZ

MONDELEZ INTL INC

5.03%

Shares70.3K

Event2026-03-31

Filed2026-04-15

TPR

TAPESTRY INC

1.36%

Shares28.7K

Event2026-03-31

Filed2026-04-15

PPA

INVESCO EXCHANGE TRADED FD T

11.16%

Shares24.3K

Event2026-03-31

Filed2026-04-15

TIDAL TRUST III

New

Shares208.2K

Event2026-03-31

Filed2026-04-15

CSX

CSX CORP

23.03%

Shares97.8K

Event2026-03-31

Filed2026-04-15

USB

US BANCORP

10.89%

Shares76.6K

Event2026-03-31

Filed2026-04-15

DFCF

DIMENSIONAL ETF TRUST

1592.52%

Shares94.4K

Event2026-03-31

Filed2026-04-15

PCTY

PAYLOCITY HLDG CORP

3.20%

Shares36.9K

Event2026-03-31

Filed2026-04-15

DWM

WISDOMTREE TR

20.03%

Shares56.9K

Event2026-03-31

Filed2026-04-15

MMM

3M CO

2.25%

Shares27.3K

Event2026-03-31

Filed2026-04-15

CMG

CHIPOTLE MEXICAN GRILL INC

-9.64%

Shares123.3K

Event2026-03-31

Filed2026-04-15

CFG

CITIZENS FINL GROUP INC

40.56%

Shares65.4K

Event2026-03-31

Filed2026-04-15

GARP

ISHARES TR

9.75%

Shares61.2K

Event2026-03-31

Filed2026-04-15

VEU

VANGUARD INTL EQUITY INDEX F

32.95%

Shares52.0K

Event2026-03-31

Filed2026-04-15

BLCR

BLACKROCK ETF TRUST

New

Shares93.8K

Event2026-03-31

Filed2026-04-15

SCHB

SCHWAB STRATEGIC TR

0.15%

Shares152.3K

Event2026-03-31

Filed2026-04-15

SGOV

ISHARES TR

-3.27%

Shares37.9K

Event2026-03-31

Filed2026-04-15

WASTE MGMT INC DEL

3.73%

Shares16.6K

Event2026-03-31

Filed2026-04-15

EMB

ISHARES TR

-10.77%

Shares40.5K

Event2026-03-31

Filed2026-04-15

CIEN

CIENA CORP

-0.97%

Shares9.8K

Event2026-03-31

Filed2026-04-15

XLP

SELECT SECTOR SPDR TR

23.01%

Shares46.2K

Event2026-03-31

Filed2026-04-15

TCAF

T ROWE PRICE ETF INC

0.26%

Shares106.4K

Event2026-03-31

Filed2026-04-15

DFAS

DIMENSIONAL ETF TRUST

-4.55%

Shares53.2K

Event2026-03-31

Filed2026-04-15

VIK

VIKING HOLDINGS LTD

24.64%

Shares51.4K

Event2026-03-31

Filed2026-04-15

ECL

ECOLAB INC

11.29%

Shares14.2K

Event2026-03-31

Filed2026-04-15

PAAA

PGIM ETF TR

39.88%

Shares73.5K

Event2026-03-31

Filed2026-04-15

ORLY

OREILLY AUTOMOTIVE INC

10.94%

Shares40.6K

Event2026-03-31

Filed2026-04-15

EMR

EMERSON ELEC CO

-0.26%

Shares28.6K

Event2026-03-31

Filed2026-04-15

JBHT

HUNT J B TRANS SVCS INC

27.60%

Shares17.7K

Event2026-03-31

Filed2026-04-15

AMP

AMERIPRISE FINL INC

1.90%

Shares8.4K

Event2026-03-31

Filed2026-04-15

SLYG

SPDR SERIES TRUST

-12.51%

Shares38.6K

Event2026-03-31

Filed2026-04-15

IYG

ISHARES TR

40.15%

Shares45.0K

Event2026-03-31

Filed2026-04-15

SMA

SMARTSTOP SELF STORAG REIT I

7.00%

Shares123.0K

Event2026-03-31

Filed2026-04-15

NSC

NORFOLK SOUTHN CORP

7.87%

Shares13.0K

Event2026-03-31

Filed2026-04-15

LCTU

BLACKROCK ETF TRUST

19.83%

Shares53.0K

Event2026-03-31

Filed2026-04-15

THE CIGNA GROUP

86.88%

Shares13.7K

Event2026-03-31

Filed2026-04-15

SLV

ISHARES SILVER TR

18.58%

Shares53.3K

Event2026-03-31

Filed2026-04-15

IWN

ISHARES TR

74.14%

Shares19.1K

Event2026-03-31

Filed2026-04-15

XMMO

INVESCO EXCHANGE TRADED FD T

-0.65%

Shares25.0K

Event2026-03-31

Filed2026-04-15

ACWV

ISHARES INC

0.09%

Shares30.3K

Event2026-03-31

Filed2026-04-15

TGT

TARGET CORP

14.05%

Shares29.6K

Event2026-03-31

Filed2026-04-15

NTRA

NATERA INC

-5.14%

Shares17.8K

Event2026-03-31

Filed2026-04-15

IHF

ISHARES TR

-0.05%

Shares84.8K

Event2026-03-31

Filed2026-04-15

DSI

ISHARES TR

12.76%

Shares29.3K

Event2026-03-31

Filed2026-04-15

KROGER CO

8.90%

Shares48.9K

Event2026-03-31

Filed2026-04-15

APP

APPLOVIN CORP

-12.15%

Shares8.9K

Event2026-03-31

Filed2026-04-15

VTR

VENTAS INC

0.80%

Shares43.1K

Event2026-03-31

Filed2026-04-15

DOW

DOW HLDGS INC

155.81%

Shares84.5K

Event2026-03-31

Filed2026-04-15

LRN

STRIDE INC

-2.42%

Shares39.4K

Event2026-03-31

Filed2026-04-15

MSI

MOTOROLA SOLUTIONS INC

18.52%

Shares7.9K

Event2026-03-31

Filed2026-04-15

AON PLC

30.46%

Shares10.6K

Event2026-03-31

Filed2026-04-15

MPWR

MONOLITHIC PWR SYS INC

12.37%

Shares3.1K

Event2026-03-31

Filed2026-04-15

LHX

L3HARRIS TECHNOLOGIES INC

-3.43%

Shares9.8K

Event2026-03-31

Filed2026-04-15

Call Option Holdings

GME Call CallGAMESTOP CORP90.0K shares0.00%2026-03-312026-04-15

ETHA Call CallISHARES ETHEREUM TR19.9K sharesnew addition2026-03-312026-04-15

DIREXION SHARES ETF TRUST Call CallDIREXION SHARES ETF TRUST23.5K sharesnew addition2026-03-312026-04-15

GME Call

GAMESTOP CORP

0.00%

Shares90.0K

Event2026-03-31

Filed2026-04-15

ETHA Call

ISHARES ETHEREUM TR

New

Shares19.9K

Event2026-03-31

Filed2026-04-15

DIREXION SHARES ETF TRUST Call

DIREXION SHARES ETF TRUST

New

Shares23.5K

Event2026-03-31

Filed2026-04-15

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T304.2K shares2.67%2026-03-312026-04-15

BROADCOM INC Put PutBROADCOM INC60.0K shares0.00%2026-03-312026-04-15

AAPL Put PutAPPLE INC24.3K shares58.82%2026-03-312026-04-15

UPS Put PutUNITED PARCEL SVCS INC40.8K shares-0.73%2026-03-312026-04-15

SPY Put

STATE STR SPDR S&P 500 ETF T

2.67%

Shares304.2K

Event2026-03-31

Filed2026-04-15

BROADCOM INC Put

BROADCOM INC

0.00%

Shares60.0K

Event2026-03-31

Filed2026-04-15

AAPL Put

APPLE INC

58.82%

Shares24.3K

Event2026-03-31

Filed2026-04-15

UPS Put

UNITED PARCEL SVCS INC

-0.73%

Shares40.8K

Event2026-03-31

Filed2026-04-15