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The Analysis of N.E.W. Advisory Services LLC's Holdings & P&L

Currently, N.E.W. Advisory Services LLC holds 914 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in AVLV (+381.0K shares, valued at $30.7M), VTI (+38.4K shares, valued at $12.3M), JPIE (+184.0K shares, valued at $8.5M); decreased their positions in SPYV (-534.5K shares, valued at $30.2M), SCHM (-323.6K shares, valued at $10.0M), SCHG (-314.0K shares, valued at $9.1M); initiated new positions in PVAL (+144.0K shares, valued at $6.7M), JTEK (+31.3K shares, valued at $2.5M), BGIG (+25.1K shares, valued at $836.1K).

1M P&L

+41.1M+3.03%

3M P&L

-55.2M-3.80%

HY P&L

+20.5M+1.49%

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/A1.2B

91.0%

2Consumer Electronics17.2M

1.3%

3Household & Personal Products13.8M

1.1%

Top Industries by Stock Count

1N/A358 stocks

41.2%

2Software - Application26 stocks

3.0%

3Asset Management18 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS759.0K shares5.33%2026-03-312026-05-05

SPYM SPDR SER TR944.5K shares4.35%2026-03-312026-05-05

IAGG ISHARES TR1.2M shares0.13%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F1.2M shares0.18%2026-03-312026-05-05

SPYV SPDR SER TR988.5K shares-35.10%2026-03-312026-05-05

SPAB SPDR SER TR2.1M shares0.10%2026-03-312026-05-05

DFAX DIMENSIONAL ETF TRUST1.3M shares-0.24%2026-03-312026-05-05

VXUS VANGUARD STAR FDS541.6K shares0.82%2026-03-312026-05-05

Sponsored

SPTM SPDR SER TR456.1K shares2.52%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS484.9K shares2.03%2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR285.4K shares-6.89%2026-03-312026-05-05

AVLV AMERICAN CENTY ETF TR390.7K shares3948.41%2026-03-312026-05-05

VIOV VANGUARD ADMIRAL FDS INC296.7K shares-4.12%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS605.6K shares-0.17%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST600.4K shares-1.12%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL40.3K shares0.94%2026-03-312026-05-05

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS29.7K shares6.45%2026-03-312026-05-05

VXF VANGUARD INDEX FDS84.2K shares5.39%2026-03-312026-05-05

SPEM SPDR INDEX SHS FDS367.4K shares0.67%2026-03-312026-05-05

AAPL APPLE INC67.6K shares-2.39%2026-03-312026-05-05

TSPA T ROWE PRICE ETF INC339.1K shares94.71%2026-03-312026-05-05

PG PROCTER AND GAMBLE CO92.3K shares4.08%2026-03-312026-05-05

VSS VANGUARD INTL EQUITY INDEX F85.7K shares-0.10%2026-03-312026-05-05

JIVE J P MORGAN EXCHANGE TRADED F138.5K shares-0.60%2026-03-312026-05-05

Sponsored

VUG VANGUARD INDEX FDS23.8K shares-2.23%2026-03-312026-05-05

EFV ISHARES TR135.4K shares-2.86%2026-03-312026-05-05

SLYV SPDR SER TR104.2K shares-2.24%2026-03-312026-05-05

GWX SPDR INDEX SHS FDS228.5K shares-3.87%2026-03-312026-05-05

AIRR FIRST TR EXCHANGE TRADED FD86.7K shares-12.55%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR320.9K shares-49.46%2026-03-312026-05-05

JCPB J P MORGAN EXCHANGE TRADED F187.6K shares-27.82%2026-03-312026-05-05

JPIE J P MORGAN EXCHANGE TRADED F188.9K shares3777.99%2026-03-312026-05-05

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD125.9K shares-17.25%2026-03-312026-05-05

TMSL T ROWE PRICE ETF INC220.4K shares21808.05%2026-03-312026-05-05

VV VANGUARD INDEX FDS23.8K shares6.13%2026-03-312026-05-05

PVAL PUTNAM ETF TRUST144.0K sharesnew addition2026-03-312026-05-05

EWX SPDR INDEX SHS FDS100.0K shares-1.04%2026-03-312026-05-05

DFIV DIMENSIONAL ETF TRUST124.6K shares-6.77%2026-03-312026-05-05

NIC NICOLET BANKSHARES INC39.1K shares-2.19%2026-03-312026-05-05

VTV VANGUARD INDEX FDS29.4K shares-0.32%2026-03-312026-05-05

Sponsored

DNP DNP SELECT INCOME FD INC544.2K shares-16.67%2026-03-312026-05-05

AMZN AMAZON COM INC25.4K shares-3.52%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F88.6K shares4.14%2026-03-312026-05-05

WEC ENERGY GROUP INC WEC ENERGY GROUP INC42.4K shares10.59%2026-03-312026-05-05

SPSB SPDR SER TR150.5K shares-0.50%2026-03-312026-05-05

NVDA NVIDIA CORPORATION25.6K shares-0.86%2026-03-312026-05-05

VGT VANGUARD WORLD FD6.4K shares-0.37%2026-03-312026-05-05

GRID FIRST TR EXCHANGE TRADED FD26.5K shares328.42%2026-03-312026-05-05

Sponsored

IBM INTERNATIONAL BUSINESS MACHS17.7K shares1.70%2026-03-312026-05-05

IBND SPDR SER TR136.9K shares1.26%2026-03-312026-05-05

ITOT ISHARES TR25.9K shares-0.56%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC24.9K shares-0.87%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR6.2K shares-2.60%2026-03-312026-05-05

TDIV FIRST TR EXCHANGE TRADED FD37.0K shares583.99%2026-03-312026-05-05

VEA VANGUARD TAX MANAGED FDS52.8K shares6.05%2026-03-312026-05-05

SPYG SPDR SER TR34.3K shares-8.58%2026-03-312026-05-05

Sponsored

VB VANGUARD INDEX FDS12.7K shares2.35%2026-03-312026-05-05

NOBL PROSHARES TR30.4K shares0.91%2026-03-312026-05-05

MSFT MICROSOFT CORP8.4K shares10.83%2026-03-312026-05-05

VDC VANGUARD WORLD FD12.5K shares-0.30%2026-03-312026-05-05

JPM JPMORGAN CHASE CO9.3K shares-0.33%2026-03-312026-05-05

VCR VANGUARD WORLD FD7.5K shares-1.65%2026-03-312026-05-05

WMT WALMART INC20.5K shares-3.69%2026-03-312026-05-05

JTEK J P MORGAN EXCHANGE TRADED F31.3K sharesnew addition2026-03-312026-05-05

Sponsored

FDD FIRST TR STOXX EUROPEAN SELE136.5K shares2734.39%2026-03-312026-05-05

MGK VANGUARD WORLD FD6.6K shares7.72%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS16.2K shares26.36%2026-03-312026-05-05

WFC WELLS FARGO CO NEW29.9K shares5.24%2026-03-312026-05-05

VO VANGUARD INDEX FDS8.0K shares2.13%2026-03-312026-05-05

VGM INVESCO TR INVT GRADE MUNS230.0K shares84.76%2026-03-312026-05-05

JQUA J P MORGAN EXCHANGE TRADED F33.8K shares-76.64%2026-03-312026-05-05

MCD MCDONALDS CORP6.1K shares18.72%2026-03-312026-05-05

Sponsored

SLV ISHARES SILVER TR26.8K shares0.62%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F32.9K shares8.09%2026-03-312026-05-05

GLD SPDR GOLD TR3.8K shares4.49%2026-03-312026-05-05

JNJ JOHNSON JOHNSON6.2K shares2.38%2026-03-312026-05-05

SPY SPDR S P 500 ETF TR2.3K shares-0.69%2026-03-312026-05-05

O REALTY INCOME CORP23.8K shares19.29%2026-03-312026-05-05

GILD GILEAD SCIENCES INC10.3K shares-1.99%2026-03-312026-05-05

ALPHABET INC ALPHABET INC5.0K shares1.95%2026-03-312026-05-05

Sponsored

TSLA TESLA INC3.7K shares0.27%2026-03-312026-05-05

BUFR FIRST TR EXCHNG TRADED FD VI39.1K shares-71.16%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS16.3K shares6.50%2026-03-312026-05-05

UPS UNITED PARCEL SERVICE INC12.9K shares4.64%2026-03-312026-05-05

VHT VANGUARD WORLD FD4.7K shares3.24%2026-03-312026-05-05

T AT T INC42.3K shares24.74%2026-03-312026-05-05

TFLR T ROWE PRICE ETF INC23.9K shares-29.89%2026-03-312026-05-05

OSK OSHKOSH CORP8.1K shares-4.79%2026-03-312026-05-05

Sponsored

FNDF SCHWAB STRATEGIC TR23.6K shares0.49%2026-03-312026-05-05

VGSH VANGUARD SCOTTSDALE FDS19.4K shares8.70%2026-03-312026-05-05

RTX RTX CORPORATION5.5K shares2.90%2026-03-312026-05-05

SOXX ISHARES TR3.1K shares9.56%2026-03-312026-05-05

SDVY FIRST TR EXCHANGE TRADED FD25.6K shares-31.61%2026-03-312026-05-05

VIS VANGUARD WORLD FD3.2K shares24.00%2026-03-312026-05-05

IVE ISHARES TR4.6K shares4.17%2026-03-312026-05-05

VTIP VANGUARD MALVERN FDS19.3K shares10.37%2026-03-312026-05-05

Sponsored

IYW ISHARES TR5.3K shares0.00%2026-03-312026-05-05

V VISA INC3.1K shares0.61%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR19.2K shares4.77%2026-03-312026-05-05

META META PLATFORMS INC1.6K shares-13.98%2026-03-312026-05-05

SDY SPDR SER TR6.2K shares5.12%2026-03-312026-05-05

XSOE WISDOMTREE TR22.0K shares0.86%2026-03-312026-05-05

TBUX T ROWE PRICE ETF INC17.4K shares-27.98%2026-03-312026-05-05

IVV ISHARES TR1.3K shares2.87%2026-03-312026-05-05

Sponsored

VZ VERIZON COMMUNICATIONS INC16.8K shares29.35%2026-03-312026-05-05

AVNM AMERICAN CENTY ETF TR11.0K shares221.10%2026-03-312026-05-05

BGIG ETF SER SOLUTIONS25.1K sharesnew addition2026-03-312026-05-05

LLY ELI LILLY CO905 shares36.50%2026-03-312026-05-05

TVAL T ROWE PRICE ETF INC22.9K shares-83.45%2026-03-312026-05-05

BFC BANK FIRST CORP6.1K shares11.62%2026-03-312026-05-05

SCHW SCHWAB CHARLES CORP8.6K shares0.02%2026-03-312026-05-05

AHR AMERICAN HEALTHCARE REIT INC16.8K shares3.31%2026-03-312026-05-05

Sponsored

KO COCA COLA CO10.2K shares-0.82%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F10.1K shares-1.95%2026-03-312026-05-05

PLD PROLOGIS INC5.7K shares0.10%2026-03-312026-05-05

ONEQ FIDELITY COMWLTH TR8.7K shares-4.12%2026-03-312026-05-05

CARR CARRIER GLOBAL CORPORATION13.1K shares0.78%2026-03-312026-05-05

CAT CATERPILLAR INC1.0K shares0.78%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.5K shares-18.58%2026-03-312026-05-05

MO ALTRIA GROUP INC10.8K shares51.26%2026-03-312026-05-05

Sponsored

THYF T ROWE PRICE ETF INC13.7K shares-90.32%2026-03-312026-05-05

F FORD MTR CO60.2K shares0.75%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS3.1K shares0.94%2026-03-312026-05-05

XOM EXXON MOBIL CORP3.9K shares0.31%2026-03-312026-05-05

CVX CHEVRON CORP NEW3.1K shares80.61%2026-03-312026-05-05

COWZ PACER FDS TR10.2K shares1.26%2026-03-312026-05-05

ABBV ABBVIE INC2.9K shares4.86%2026-03-312026-05-05

IWY ISHARES TR2.5K shares-8.23%2026-03-312026-05-05

Sponsored

TCAF T ROWE PRICE ETF INC16.6K shares-69.22%2026-03-312026-05-05

VFH VANGUARD WORLD FD4.8K shares-5.35%2026-03-312026-05-05

HON HONEYWELL INTL INC2.4K shares0.29%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR17.5K shares13.93%2026-03-312026-05-05

CGDV CAPITAL GROUP DIVIDEND VALUE12.5K sharesnew addition2026-03-312026-05-05

DIA SPDR DOW JONES INDL AVERAGE1.1K shares0.09%2026-03-312026-05-05

NEE NEXTERA ENERGY INC5.4K shares108.54%2026-03-312026-05-05

JPME J P MORGAN EXCHANGE TRADED F4.3K shares-43.72%2026-03-312026-05-05

Sponsored

IVW ISHARES TR4.4K shares3.30%2026-03-312026-05-05

PEP PEPSICO INC3.0K shares1.76%2026-03-312026-05-05

ASB ASSOCIATED BANC CORP18.0K shares0.03%2026-03-312026-05-05

BNDX VANGUARD CHARLOTTE FDS9.5K shares0.03%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC2.6K shares-0.75%2026-03-312026-05-05

IWS ISHARES TR3.0K shares0.00%2026-03-312026-05-05

UMBF UMB FINL CORP3.8K shares0.24%2026-03-312026-05-05

VOT VANGUARD INDEX FDS1.7K shares-2.01%2026-03-312026-05-05

Sponsored

MS MORGAN STANLEY2.5K shares0.24%2026-03-312026-05-05

SGOV ISHARES TR4.1K shares24.27%2026-03-312026-05-05

VSDM VANGUARD MUN BD FDS5.4K shares0.52%2026-03-312026-05-05

ORCL ORACLE CORP2.8K shares-7.05%2026-03-312026-05-05

IWN ISHARES TR2.1K shares0.00%2026-03-312026-05-05

HD HOME DEPOT INC1.2K shares41.43%2026-03-312026-05-05

DE DEERE CO683 shares-8.69%2026-03-312026-05-05

KMB KIMBERLY CLARK CORP4.0K shares4.80%2026-03-312026-05-05

Sponsored

BUFC AB ACTIVE ETFS INC9.4K shares-54.99%2026-03-312026-05-05

MMM 3M CO2.6K shares3.27%2026-03-312026-05-05

AMP AMERIPRISE FINL INC821 shares0.00%2026-03-312026-05-05

IWV ISHARES TR982 shares0.00%2026-03-312026-05-05

COST COSTCO WHSL CORP NEW362 shares-6.94%2026-03-312026-05-05

CEG CONSTELLATION ENERGY CORP1.3K shares60.78%2026-03-312026-05-05

LOW LOWES COS INC1.5K shares-12.94%2026-03-312026-05-05

VT VANGUARD INTL EQUITY INDEX F2.6K shares1.75%2026-03-312026-05-05

Sponsored

SHM SPDR SER TR7.1K shares-1.56%2026-03-312026-05-05

ESGV VANGUARD WORLD FD3.0K shares2.54%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC981 shares-26.35%2026-03-312026-05-05

SOFI SOFI TECHNOLOGIES INC20.8K shares765.28%2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC1.2K shares-41.81%2026-03-312026-05-05

JEPQ J P MORGAN EXCHANGE TRADED F5.8K shares66.57%2026-03-312026-05-05

TIP ISHARES TR2.9K shares-0.21%2026-03-312026-05-05

FVD FIRST TR VALUE LINE DIVID IN6.8K shares-81.99%2026-03-312026-05-05

Sponsored

VRT VERTIV HOLDINGS CO1.3K shares-54.65%2026-03-312026-05-05

DMLP DORCHESTER MINERALS LP11.6K shares0.00%2026-03-312026-05-05

SPYX SPDR SER TR5.9K shares3.33%2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II1.3K shares0.08%2026-03-312026-05-05

GEV GE VERNOVA INC351 shares3.54%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MFG LTD907 shares1.91%2026-03-312026-05-05

MERCK CO INC MERCK CO INC2.5K shares-8.40%2026-03-312026-05-05

MLM MARTIN MARIETTA MATLS INC516 shares0.00%2026-03-312026-05-05

Sponsored

GE AEROSPACE GE AEROSPACE1.1K shares2.01%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO995 shares-22.14%2026-03-312026-05-05

ECL ECOLAB INC1.1K shares0.00%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR11.7K shares0.01%2026-03-312026-05-05

ALL ALLSTATE CORP1.4K shares0.00%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC1.5K shares7.73%2026-03-312026-05-05

INTC INTEL CORP6.6K shares371.27%2026-03-312026-05-05

GLDM WORLD GOLD TR3.1K shares0.13%2026-03-312026-05-05

Sponsored

STRV EA SERIES TRUST6.7K shares0.00%2026-03-312026-05-05

BLDR BUILDERS FIRSTSOURCE INC3.4K shares0.00%2026-03-312026-05-05

SO SOUTHERN CO2.9K shares-0.35%2026-03-312026-05-05

ITA ISHARES TR1.3K shares150.10%2026-03-312026-05-05

IJH ISHARES TR4.0K shares27.83%2026-03-312026-05-05

SYFI AB ACTIVE ETFS INC7.6K shares0.49%2026-03-312026-05-05

LAMR LAMAR ADVERTISING CO NEW2.1K shares0.00%2026-03-312026-05-05

MA MASTERCARD INCORPORATED533 shares-43.48%2026-03-312026-05-05

Sponsored

PFE PFIZER INC9.3K shares19.43%2026-03-312026-05-05

BROADCOM INC BROADCOM INC833 shares7.62%2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR1.6K shares11.34%2026-03-312026-05-05

VBR VANGUARD INDEX FDS1.2K shares0.09%2026-03-312026-05-05

SPSM SPDR SER TR5.2K shares-24.00%2026-03-312026-05-05

VBK VANGUARD INDEX FDS788 shares0.00%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR3.8K shares6.23%2026-03-312026-05-05

GM GENERAL MTRS CO3.1K shares74.96%2026-03-312026-05-05

Sponsored

ITW ILLINOIS TOOL WKS INC880 shares0.00%2026-03-312026-05-05

FI FISERV INC4.1K shares-38.76%2026-03-312026-05-05

BP BP PLC4.8K shares0.82%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR1.7K shares9.32%2026-03-312026-05-05

COF CAPITAL ONE FINL CORP1.2K shares1.35%2026-03-312026-05-05

IJK ISHARES TR2.2K shares0.00%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF5.5K shares6.50%2026-03-312026-05-05

IGV ISHARES TR2.6K shares-1.09%2026-03-312026-05-05

Sponsored

SLYG SPDR SER TR2.2K shares33.54%2026-03-312026-05-05

BA BOEING CO1.0K shares-7.80%2026-03-312026-05-05

CSCO CISCO SYS INC2.7K shares29.12%2026-03-312026-05-05

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.1K shares10.28%2026-03-312026-05-05

SPHD INVESCO EXCH TRADED FD TR II4.0K shares2.56%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP330 shares120.00%2026-03-312026-05-05

SCHM SCHWAB STRATEGIC TR6.4K shares-98.06%2026-03-312026-05-05

BAC BANK AMERICA CORP3.9K shares1.69%2026-03-312026-05-05

Sponsored

NOC NORTHROP GRUMMAN CORP275 shares2.61%2026-03-312026-05-05

XLV SELECT SECTOR SPDR TR1.3K shares-2.89%2026-03-312026-05-05

XEL XCEL ENERGY INC2.3K shares0.00%2026-03-312026-05-05

VPU VANGUARD WORLD FD927 shares0.00%2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC2.5K shares0.00%2026-03-312026-05-05

IJT ISHARES TR1.3K shares0.08%2026-03-312026-05-05

COP CONOCOPHILLIPS1.4K shares70.96%2026-03-312026-05-05

VMC VULCAN MATLS CO650 shares0.00%2026-03-312026-05-05

Sponsored

VCIT VANGUARD SCOTTSDALE FDS2.1K shares0.00%2026-03-312026-05-05

GAL SSGA ACTIVE ETF TR3.5K shares0.20%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR6.9K shares67.88%2026-03-312026-05-05

SYK STRYKER CORPORATION509 shares-31.59%2026-03-312026-05-05

EXC EXELON CORP3.4K shares74.97%2026-03-312026-05-05

RWO SPDR INDEX SHS FDS3.6K shares-6.91%2026-03-312026-05-05

FDX FEDEX CORP466 shares2.64%2026-03-312026-05-05

RDVI FIRST TR EXCHANGE TRADED FD6.4K shares0.73%2026-03-312026-05-05

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BHP BHP GROUP LTD300 sharesnew addition2026-03-312026-05-05

OKLO OKLO INC440 shares1000.00%2026-03-312026-05-05

PGX INVESCO EXCH TRADED FD TR II2.0K sharesnew addition2026-03-312026-05-05

SCI SERVICE CORP INTL263 shares0.38%2026-03-312026-05-05

Sponsored

BMI BADGER METER INC141 shares0.00%2026-03-312026-05-05

QQQI NEOS ETF TRUST420 sharesnew addition2026-03-312026-05-05

AMG AFFILIATED MANAGERS GROUP IN75 shares0.00%2026-03-312026-05-05

DSU BLACKROCK DEBT STRATEGIES FD2.2K shares0.37%2026-03-312026-05-05

VTI

VANGUARD INDEX FDS

5.33%

Shares759.0K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SER TR

4.35%

Shares944.5K

Event2026-03-31

Filed2026-05-05

IAGG

ISHARES TR

0.13%

Shares1.2M

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

0.18%

Shares1.2M

Event2026-03-31

Filed2026-05-05

SPYV

SPDR SER TR

-35.10%

Shares988.5K

Event2026-03-31

Filed2026-05-05

SPAB

SPDR SER TR

0.10%

Shares2.1M

Event2026-03-31

Filed2026-05-05

DFAX

DIMENSIONAL ETF TRUST

-0.24%

Shares1.3M

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

0.82%

Shares541.6K

Event2026-03-31

Filed2026-05-05

SPTM

SPDR SER TR

2.52%

Shares456.1K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

2.03%

Shares484.9K

Event2026-03-31

Filed2026-05-05

AVUV

AMERICAN CENTY ETF TR

-6.89%

Shares285.4K

Event2026-03-31

Filed2026-05-05

AVLV

AMERICAN CENTY ETF TR

3948.41%

Shares390.7K

Event2026-03-31

Filed2026-05-05

VIOV

VANGUARD ADMIRAL FDS INC

-4.12%

Shares296.7K

Event2026-03-31

Filed2026-05-05

SPDW

SPDR INDEX SHS FDS

-0.17%

Shares605.6K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

-1.12%

Shares600.4K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

0.94%

Shares40.3K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

6.45%

Shares29.7K

Event2026-03-31

Filed2026-05-05

VXF

VANGUARD INDEX FDS

5.39%

Shares84.2K

Event2026-03-31

Filed2026-05-05

SPEM

SPDR INDEX SHS FDS

0.67%

Shares367.4K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-2.39%

Shares67.6K

Event2026-03-31

Filed2026-05-05

TSPA

T ROWE PRICE ETF INC

94.71%

Shares339.1K

Event2026-03-31

Filed2026-05-05

PROCTER AND GAMBLE CO

4.08%

Shares92.3K

Event2026-03-31

Filed2026-05-05

VSS

VANGUARD INTL EQUITY INDEX F

-0.10%

Shares85.7K

Event2026-03-31

Filed2026-05-05

JIVE

J P MORGAN EXCHANGE TRADED F

-0.60%

Shares138.5K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-2.23%

Shares23.8K

Event2026-03-31

Filed2026-05-05

EFV

ISHARES TR

-2.86%

Shares135.4K

Event2026-03-31

Filed2026-05-05

SLYV

SPDR SER TR

-2.24%

Shares104.2K

Event2026-03-31

Filed2026-05-05

GWX

SPDR INDEX SHS FDS

-3.87%

Shares228.5K

Event2026-03-31

Filed2026-05-05

AIRR

FIRST TR EXCHANGE TRADED FD

-12.55%

Shares86.7K

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

-49.46%

Shares320.9K

Event2026-03-31

Filed2026-05-05

JCPB

J P MORGAN EXCHANGE TRADED F

-27.82%

Shares187.6K

Event2026-03-31

Filed2026-05-05

JPIE

J P MORGAN EXCHANGE TRADED F

3777.99%

Shares188.9K

Event2026-03-31

Filed2026-05-05

RDVY

FIRST TR EXCHANGE TRADED FD

-17.25%

Shares125.9K

Event2026-03-31

Filed2026-05-05

TMSL

T ROWE PRICE ETF INC

21808.05%

Shares220.4K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

6.13%

Shares23.8K

Event2026-03-31

Filed2026-05-05

PVAL

PUTNAM ETF TRUST

New

Shares144.0K

Event2026-03-31

Filed2026-05-05

EWX

SPDR INDEX SHS FDS

-1.04%

Shares100.0K

Event2026-03-31

Filed2026-05-05

DFIV

DIMENSIONAL ETF TRUST

-6.77%

Shares124.6K

Event2026-03-31

Filed2026-05-05

NIC

NICOLET BANKSHARES INC

-2.19%

Shares39.1K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-0.32%

Shares29.4K

Event2026-03-31

Filed2026-05-05

DNP

DNP SELECT INCOME FD INC

-16.67%

Shares544.2K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-3.52%

Shares25.4K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

4.14%

Shares88.6K

Event2026-03-31

Filed2026-05-05

WEC ENERGY GROUP INC

10.59%

Shares42.4K

Event2026-03-31

Filed2026-05-05

SPSB

SPDR SER TR

-0.50%

Shares150.5K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-0.86%

Shares25.6K

Event2026-03-31

Filed2026-05-05

VGT

VANGUARD WORLD FD

-0.37%

Shares6.4K

Event2026-03-31

Filed2026-05-05

GRID

FIRST TR EXCHANGE TRADED FD

328.42%

Shares26.5K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

1.70%

Shares17.7K

Event2026-03-31

Filed2026-05-05

IBND

SPDR SER TR

1.26%

Shares136.9K

Event2026-03-31

Filed2026-05-05

ITOT

ISHARES TR

-0.56%

Shares25.9K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

-0.87%

Shares24.9K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-2.60%

Shares6.2K

Event2026-03-31

Filed2026-05-05

TDIV

FIRST TR EXCHANGE TRADED FD

583.99%

Shares37.0K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX MANAGED FDS

6.05%

Shares52.8K

Event2026-03-31

Filed2026-05-05

SPYG

SPDR SER TR

-8.58%

Shares34.3K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.35%

Shares12.7K

Event2026-03-31

Filed2026-05-05

NOBL

PROSHARES TR

0.91%

Shares30.4K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

10.83%

Shares8.4K

Event2026-03-31

Filed2026-05-05

VDC

VANGUARD WORLD FD

-0.30%

Shares12.5K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE CO

-0.33%

Shares9.3K

Event2026-03-31

Filed2026-05-05

VCR

VANGUARD WORLD FD

-1.65%

Shares7.5K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

-3.69%

Shares20.5K

Event2026-03-31

Filed2026-05-05

JTEK

J P MORGAN EXCHANGE TRADED F

New

Shares31.3K

Event2026-03-31

Filed2026-05-05

FDD

FIRST TR STOXX EUROPEAN SELE

2734.39%

Shares136.5K

Event2026-03-31

Filed2026-05-05

MGK

VANGUARD WORLD FD

7.72%

Shares6.6K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

26.36%

Shares16.2K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO CO NEW

5.24%

Shares29.9K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

2.13%

Shares8.0K

Event2026-03-31

Filed2026-05-05

VGM

INVESCO TR INVT GRADE MUNS

84.76%

Shares230.0K

Event2026-03-31

Filed2026-05-05

JQUA

J P MORGAN EXCHANGE TRADED F

-76.64%

Shares33.8K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

18.72%

Shares6.1K

Event2026-03-31

Filed2026-05-05

SLV

ISHARES SILVER TR

0.62%

Shares26.8K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

8.09%

Shares32.9K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

4.49%

Shares3.8K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON JOHNSON

2.38%

Shares6.2K

Event2026-03-31

Filed2026-05-05

SPY

SPDR S P 500 ETF TR

-0.69%

Shares2.3K

Event2026-03-31

Filed2026-05-05

REALTY INCOME CORP

19.29%

Shares23.8K

Event2026-03-31

Filed2026-05-05

GILD

GILEAD SCIENCES INC

-1.99%

Shares10.3K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

1.95%

Shares5.0K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

0.27%

Shares3.7K

Event2026-03-31

Filed2026-05-05

BUFR

FIRST TR EXCHNG TRADED FD VI

-71.16%

Shares39.1K

Event2026-03-31

Filed2026-05-05

VCSH

VANGUARD SCOTTSDALE FDS

6.50%

Shares16.3K

Event2026-03-31

Filed2026-05-05

UPS

UNITED PARCEL SERVICE INC

4.64%

Shares12.9K

Event2026-03-31

Filed2026-05-05

VHT

VANGUARD WORLD FD

3.24%

Shares4.7K

Event2026-03-31

Filed2026-05-05

AT T INC

24.74%

Shares42.3K

Event2026-03-31

Filed2026-05-05

TFLR

T ROWE PRICE ETF INC

-29.89%

Shares23.9K

Event2026-03-31

Filed2026-05-05

OSK

OSHKOSH CORP

-4.79%

Shares8.1K

Event2026-03-31

Filed2026-05-05

FNDF

SCHWAB STRATEGIC TR

0.49%

Shares23.6K

Event2026-03-31

Filed2026-05-05

VGSH

VANGUARD SCOTTSDALE FDS

8.70%

Shares19.4K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

2.90%

Shares5.5K

Event2026-03-31

Filed2026-05-05

SOXX

ISHARES TR

9.56%

Shares3.1K

Event2026-03-31

Filed2026-05-05

SDVY

FIRST TR EXCHANGE TRADED FD

-31.61%

Shares25.6K

Event2026-03-31

Filed2026-05-05

VIS

VANGUARD WORLD FD

24.00%

Shares3.2K

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

4.17%

Shares4.6K

Event2026-03-31

Filed2026-05-05

VTIP

VANGUARD MALVERN FDS

10.37%

Shares19.3K

Event2026-03-31

Filed2026-05-05

IYW

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-05

VISA INC

0.61%

Shares3.1K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

4.77%

Shares19.2K

Event2026-03-31

Filed2026-05-05