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The Analysis of Plante Moran Financial Advisors, LLC's Holdings & P&L

Currently, Plante Moran Financial Advisors, LLC holds 1589 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in IWP (+1.3M shares, valued at $193.9M), AVUV (+1.1M shares, valued at $139.6M), VXF (+172.1K shares, valued at $42.4M); decreased their positions in VV (-15.8K shares, valued at $5.4M), VBR (-14.7K shares, valued at $3.6M), SCHM (-39.2K shares, valued at $1.4M); initiated new positions in N/A (+7.6K shares, valued at $1.0M), IDMO (+4.9K shares, valued at $298.1K), QYLD (+16.0K shares, valued at $294.4K).

1M P&L

-120.8K-0.01%

3M P&L

+30.1M+1.46%

HY P&L

+64.8M+3.21%

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/A2.0B

96.6%

2Consumer Electronics13.1M

0.6%

3Internet Content & Information6.0M

0.3%

Top Industries by Stock Count

1N/A285 stocks

19.7%

2Banks - Regional74 stocks

5.1%

3Software - Application41 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD S&P 500 ETF1.5M shares1.27%2026-06-302026-08-06

VXF VANGUARD EXTENDED MARKET ETF1.0M shares20.71%2026-06-302026-08-06

IWP ISHARES RUSSELL MID-CAP GROWTH ETF1.3M shares556460.92%2026-06-302026-08-06

VEA VANGUARD FTSE DEVELOPED MARKETS ETF2.4M shares2.54%2026-06-302026-08-06

AVUV AVANTIS U.S. SMALL CAP VALUE ETF1.1M shares278286.32%2026-06-302026-08-06

VV VANGUARD LARGE-CAP ETF271.2K shares-5.51%2026-06-302026-08-06

VBR VANGUARD SMALL CAP VALUE ETF116.0K shares-11.27%2026-06-302026-08-06

MUB ISHARES NATIONAL MUNI BOND ETF236.7K shares4.73%2026-06-302026-08-06

Sponsored

STATE STREET SPDR S&P 500 ETF STATE STREET SPDR S&P 500 ETF29.5K shares-2.41%2026-06-302026-08-06

SCHM SCHWAB U.S. MID-CAP ETF565.6K shares-6.48%2026-06-302026-08-06

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF313.3K shares-2.23%2026-06-302026-08-06

AAPL APPLE INC COM44.7K shares-8.88%2026-06-302026-08-06

ISHARES CORE S&P 500 ETF ISHARES CORE S&P 500 ETF15.0K shares4.28%2026-06-302026-08-06

VANGUARD TOTAL STOCK MARKET ETF VANGUARD TOTAL STOCK MARKET ETF24.1K shares14.98%2026-06-302026-08-06

MSFT MICROSOFT CORP COM13.7K shares-9.57%2026-06-302026-08-06

VUG VANGUARD GROWTH ETF46.2K shares508.76%2026-06-302026-08-06

Sponsored

BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW7.3K shares29.51%2026-06-302026-08-06

QQQ INVESCO QQQ TRUST SERIES I4.8K shares10.76%2026-06-302026-08-06

GOOGL ALPHABET INC CAP STK CL A9.6K shares-1.70%2026-06-302026-08-06

AMZN AMAZON COM INC COM13.4K shares-4.90%2026-06-302026-08-06

IWF ISHARES RUSSELL 1000 GROWTH ETF20.7K shares295.37%2026-06-302026-08-06

GOOG ALPHABET INC CAP STK CL C7.2K shares-5.29%2026-06-302026-08-06

JPMORGAN CHASE & CO COM JPMORGAN CHASE & CO COM7.3K shares-18.84%2026-06-302026-08-06

JNJ JOHNSON & JOHNSON COM8.9K shares-34.41%2026-06-302026-08-06

Sponsored

EFA ISHARES MSCI EAFE ETF17.9K shares9.49%2026-06-302026-08-06

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF11.5K shares1.39%2026-06-302026-08-06

DTE DTE ENERGY CO COM11.9K shares4.04%2026-06-302026-08-06

PRF INVESCO RAFI US 1000 ETF33.0K shares-0.58%2026-06-302026-08-06

VGT VANGUARD INFORMATION TECHNOLOGY ETF12.8K shares746.04%2026-06-302026-08-06

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF8.0K shares-10.87%2026-06-302026-08-06

SCHX SCHWAB U.S. LARGE-CAP ETF49.0K shares32.68%2026-06-302026-08-06

VB VANGUARD SMALL-CAP ETF4.6K shares-2.97%2026-06-302026-08-06

Sponsored

VO VANGUARD MID-CAP ETF17.3K shares324.83%2026-06-302026-08-06

VOT VANGUARD MID-CAP GROWTH ETF4.5K shares-25.80%2026-06-302026-08-06

COSTCO WHOLESALE CORPORATION COM COSTCO WHOLESALE CORPORATION COM1.4K shares-12.51%2026-06-302026-08-06

VTV VANGUARD VALUE ETF5.9K shares76.32%2026-06-302026-08-06

VBK VANGUARD SMALL-CAP GROWTH ETF3.5K shares-9.94%2026-06-302026-08-06

ESGD ISHARES ESG AWARE MSCI EAFE ETF12.2K shares0.03%2026-06-302026-08-06

IJR ISHARES CORE S&P SMALL CAP ETF8.3K shares-4.07%2026-06-302026-08-06

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF10.3K shares4.51%2026-06-302026-08-06

Sponsored

PEP PEPSICO INC COM8.9K shares-8.78%2026-06-302026-08-06

IJK ISHARES S&P MID-CAP 400 GROWTH ETF10.2K shares-3.40%2026-06-302026-08-06

META PLATFORMS INC CL A META PLATFORMS INC CL A2.1K shares-1.61%2026-06-302026-08-06

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF21.5K shares0.00%2026-06-302026-08-06

BROADCOM INC COM BROADCOM INC COM2.9K shares29.11%2026-06-302026-08-06

SCHD SCHWAB US DIVIDEND EQUITY ETF34.5K shares-2.82%2026-06-302026-08-06

NVDA NVIDIA CORPORATION COM5.4K shares-15.65%2026-06-302026-08-06

IJH ISHARES CORE S&P MID-CAP ETF13.7K shares-7.09%2026-06-302026-08-06

Sponsored

IWR ISHARES RUSSELL MIDCAP ETF9.5K shares0.29%2026-06-302026-08-06

PG PROCTER & GAMBLE CO COM7.1K shares5.28%2026-06-302026-08-06

EXXONMOBIL HOLDINGS CORP COM SHS EXXONMOBIL HOLDINGS CORP COM SHS7.6K sharesnew addition2026-06-302026-08-06

IVW ISHARES S&P 500 GROWTH ETF7.4K shares0.00%2026-06-302026-08-06

LLY ELI LILLY & CO COM839 shares-12.51%2026-06-302026-08-06

IWD ISHARES RUSSELL 1000 VALUE ETF4.1K shares-0.36%2026-06-302026-08-06

MAR MARRIOTT INTL INC NEW CL A2.6K shares-1.41%2026-06-302026-08-06

TILT FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND3.5K shares0.00%2026-06-302026-08-06

Sponsored

IWM ISHARES RUSSELL 2000 ETF2.9K shares5.02%2026-06-302026-08-06

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF12.5K shares-5.99%2026-06-302026-08-06

SCHF SCHWAB INTERNATIONAL EQUITY ETF30.2K shares25.50%2026-06-302026-08-06

IBM INTERNATIONAL BUSINESS MACHS COM3.0K shares-0.83%2026-06-302026-08-06

ESML ISHARES ESG AWARE MSCI USA SMALL-CAP ETF14.7K shares0.00%2026-06-302026-08-06

SYK STRYKER CORPORATION COM2.6K shares-5.90%2026-06-302026-08-06

IWB ISHARES RUSSELL 1000 ETF2.0K shares4.77%2026-06-302026-08-06

VIG VANGUARD DIVIDEND APPRECIATION ETF3.3K shares-13.89%2026-06-302026-08-06

Sponsored

CISCO SYS INC COM CISCO SYS INC COM6.7K shares-2.72%2026-06-302026-08-06

APPLIED MATLS INC COM APPLIED MATLS INC COM1.1K shares1032.29%2026-06-302026-08-06

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF14.8K shares28.31%2026-06-302026-08-06

HD HOME DEPOT INC COM2.2K shares-16.04%2026-06-302026-08-06

AMGN AMGEN INC COM2.1K shares0.81%2026-06-302026-08-06

EFV ISHARES MSCI EAFE VALUE ETF9.9K shares55.99%2026-06-302026-08-06

IVE ISHARES S&P 500 VALUE ETF3.3K shares0.00%2026-06-302026-08-06

BRK.A BERKSHIRE HATHAWAY INC DEL CL A1 shares0.00%2026-06-302026-08-06

Sponsored

MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST989 shares0.00%2026-06-302026-08-06

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF4.2K shares-17.66%2026-06-302026-08-06

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF5.0K shares0.00%2026-06-302026-08-06

GE GE AEROSPACE COM NEW1.8K shares3.26%2026-06-302026-08-06

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF19.0K shares-30.48%2026-06-302026-08-06

IAU ISHARES GOLD TRUST8.5K shares59.13%2026-06-302026-08-06

GEV GE VERNOVA INC COM540 shares81.82%2026-06-302026-08-06

ORACLE CORP COM ORACLE CORP COM4.3K shares-16.98%2026-06-302026-08-06

Sponsored

DTM DT MIDSTREAM INC COMMON STOCK4.3K shares-2.25%2026-06-302026-08-06

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF3.5K shares0.00%2026-06-302026-08-06

RPG INVESCO S&P 500 PURE GROWTH ETF9.8K shares0.00%2026-06-302026-08-06

STATE STREET SPDR PORTFOLIO S&P 500 ETF STATE STREET SPDR PORTFOLIO S&P 500 ETF6.8K shares-16.90%2026-06-302026-08-06

DIS DISNEY WALT CO COM6.2K shares-1.96%2026-06-302026-08-06

ABBVIE INC COM ABBVIE INC COM2.4K shares-19.32%2026-06-302026-08-06

RSP INVESCO S&P 500 EQUAL WEIGHT ETF2.6K shares0.81%2026-06-302026-08-06

CMS CMS ENERGY CORP COM7.2K shares0.77%2026-06-302026-08-06

Sponsored

DHR DANAHER CORP DEL COM2.8K shares0.78%2026-06-302026-08-06

KLAC KLA CORP COM NEW1.8K shares767.65%2026-06-302026-08-06

AON AON PLC SHS CL A1.6K shares0.06%2026-06-302026-08-06

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF17.1K shares73.38%2026-06-302026-08-06

UNP UNION PAC CORP COM1.9K shares-17.43%2026-06-302026-08-06

EFG ISHARES MSCI EAFE GROWTH ETF4.0K shares118.30%2026-06-302026-08-06

SCHB SCHWAB U.S. BROAD MARKET ETF16.8K shares18.07%2026-06-302026-08-06

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND5.7K shares3.45%2026-06-302026-08-06

Sponsored

VOE VANGUARD MID-CAP VALUE ETF2.4K shares-30.40%2026-06-302026-08-06

MGC VANGUARD MEGA CAP ETF1.7K shares-3.66%2026-06-302026-08-06

AMD ADVANCED MICRO DEVICES INC COM817 shares177.89%2026-06-302026-08-06

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF5.5K shares-9.13%2026-06-302026-08-06

SDY STATE STREET SPDR S&P DIVIDEND ETF3.0K shares-1.58%2026-06-302026-08-06

FEX FIRST TRUST LARGE CAP CORE ALPHADEX FUND3.1K shares0.00%2026-06-302026-08-06

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM4.9K shares15.97%2026-06-302026-08-06

IYW ISHARES U.S. TECHNOLOGY ETF1.7K shares-0.59%2026-06-302026-08-06

Sponsored

WMT WALMART INC COM3.7K shares-37.31%2026-06-302026-08-06

IWN ISHARES RUSSELL 2000 VALUE ETF1.9K shares0.00%2026-06-302026-08-06

GWW WW GRAINGER INC COM307 shares0.00%2026-06-302026-08-06

CVX CHEVRON CORPORATION COM2.4K shares-23.21%2026-06-302026-08-06

GLD SPDR GOLD SHARES1.1K shares4.44%2026-06-302026-08-06

ISHARES CORE MSCI EAFE ETF ISHARES CORE MSCI EAFE ETF4.0K shares-5.29%2026-06-302026-08-06

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS788 shares1973.68%2026-06-302026-08-06

FTNT FORTINET INC COM2.4K shares-15.21%2026-06-302026-08-06

Sponsored

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND3.7K shares80.65%2026-06-302026-08-06

QCOM QUALCOMM INC COM1.9K shares2.22%2026-06-302026-08-06

DVY ISHARES SELECT DIVIDEND ETF2.3K shares0.00%2026-06-302026-08-06

SOUTHERN CO COM SOUTHERN CO COM3.7K shares-12.65%2026-06-302026-08-06

F FORD MTR CO COM24.9K shares6.51%2026-06-302026-08-06

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF7.8K shares0.00%2026-06-302026-08-06

MCD MCDONALDS CORP COM1.3K shares-12.67%2026-06-302026-08-06

CROWDSTRIKE HLDGS INC CL A CROWDSTRIKE HLDGS INC CL A448 shares86.67%2026-06-302026-08-06

Sponsored

TSLA TESLA INC COM754 shares-15.09%2026-06-302026-08-06

INTC INTEL CORP COM2.3K shares-34.00%2026-06-302026-08-06

IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF3.5K shares0.00%2026-06-302026-08-06

FMB FIRST TRUST MANAGED MUNICIPAL ETF5.9K shares0.00%2026-06-302026-08-06

IWS ISHARES RUSSELL MID-CAP VALUE ETF1.8K shares0.00%2026-06-302026-08-06

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF3.7K shares0.00%2026-06-302026-08-06

QQQM INVESCO NASDAQ 100 ETF987 shares-16.85%2026-06-302026-08-06

IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF4.9K sharesnew addition2026-06-302026-08-06

Sponsored

QUAL ISHARES MSCI USA QUALITY FACTOR ETF1.3K shares0.00%2026-06-302026-08-06

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF16.0K sharesnew addition2026-06-302026-08-06

FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND10.8K shares0.00%2026-06-302026-08-06

PRFZ INVESCO RAFI US 1500 SMALL-MID ETF5.1K shares-26.94%2026-06-302026-08-06

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST548 shares-26.93%2026-06-302026-08-06

VISA INC COM CL A VISA INC COM CL A829 shares-7.58%2026-06-302026-08-06

GLW CORNING INC COM1.1K shares-39.87%2026-06-302026-08-06

NETFLIX INC. COM NETFLIX INC. COM4.0K shares11.64%2026-06-302026-08-06

Sponsored

AXP AMERICAN EXPRESS CO COM831 shares-8.98%2026-06-302026-08-06

TXN TEXAS INSTRS INC COM917 shares124.75%2026-06-302026-08-06

MASTERCARD INCORPORATED CL A MASTERCARD INCORPORATED CL A531 shares2.12%2026-06-302026-08-06

MFC MANULIFE FINL CORP COM6.7K shares0.00%2026-06-302026-08-06

PFE PFIZER INC COM11.2K shares7.74%2026-06-302026-08-06

ONEQ FIDELITY NASDAQ COMPOSITE INDEX ETF2.6K shares-5.41%2026-06-302026-08-06

UNITEDHEALTH GROUP INC COM UNITEDHEALTH GROUP INC COM623 shares-17.59%2026-06-302026-08-06

DFAS DIMENSIONAL U.S. SMALL CAP ETF3.1K shares0.00%2026-06-302026-08-06

Sponsored

SCHW SCHWAB CHARLES CORP COM2.8K shares0.00%2026-06-302026-08-06

DE DEERE & CO COM387 shares-48.81%2026-06-302026-08-06

RTX CORPORATION COM RTX CORPORATION COM1.3K shares-30.17%2026-06-302026-08-06

PH PARKER-HANNIFIN CORP COM248 shares-36.73%2026-06-302026-08-06

ABT ABBOTT LABORATORIES COM2.7K shares-35.67%2026-06-302026-08-06

SMH VANECK SEMICONDUCTOR ETF367 shares439.71%2026-06-302026-08-06

LOW LOWES COS INC COM1.1K shares-36.02%2026-06-302026-08-06

ADP AUTOMATIC DATA PROCESSING INC COM1.1K shares1.73%2026-06-302026-08-06

Sponsored

AEP AMERICAN ELEC PWR CO INC COM1.7K shares-49.50%2026-06-302026-08-06

IWO ISHARES RUSSELL 2000 GROWTH ETF597 shares0.00%2026-06-302026-08-06

ETN EATON CORP PLC SHS542 shares-54.98%2026-06-302026-08-06

PANW PALO ALTO NETWORKS INC COM671 shares45.24%2026-06-302026-08-06

IYH ISHARES U.S. HEALTHCARE ETF3.3K shares0.00%2026-06-302026-08-06

MU MICRON TECHNOLOGY INC COM192 shares1180.00%2026-06-302026-08-06

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF3.9K sharesnew addition2026-06-302026-08-06

IBIT ISHARES BITCOIN TRUST ETF6.4K shares230.48%2026-06-302026-08-06

Sponsored

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND3.6K shares0.00%2026-06-302026-08-06

VT VANGUARD TOTAL WORLD STOCK ETF1.3K shares0.00%2026-06-302026-08-06

RLAY RELAY THERAPEUTICS INC COM10.8K shares0.00%2026-06-302026-08-06

ADM ARCHER DANIELS MIDLAND CO COM2.7K shares17.40%2026-06-302026-08-06

YUM YUM BRANDS INC COM1.3K shares0.08%2026-06-302026-08-06

AROW ARROW FINL CORP COM4.9K shares0.00%2026-06-302026-08-06

EEM ISHARES MSCI EMERGING MARKETS ETF2.9K shares826.37%2026-06-302026-08-06

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF574 shares355.56%2026-06-302026-08-06

Sponsored

SCHA SCHWAB U.S. SMALL-CAP ETF5.4K shares-29.16%2026-06-302026-08-06

ALNYLAM PHARMACEUTICALS INC COM ALNYLAM PHARMACEUTICALS INC COM636 shares0.16%2026-06-302026-08-06

CAT CATERPILLAR INC COM179 shares-60.75%2026-06-302026-08-06

ANDE ANDERSONS INC COM2.8K shares0.29%2026-06-302026-08-06

FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF4.8K shares66.77%2026-06-302026-08-06

FITB FIFTH THIRD BANCORP COM3.2K shares-46.26%2026-06-302026-08-06

EXC EXELON CORP COM3.8K sharesnew addition2026-06-302026-08-06

TJX TJX COS INC NEW COM1.2K shares-20.61%2026-06-302026-08-06

Sponsored

ASML ASML HLDG NV N Y REGISTRY SHS89 shares423.53%2026-06-302026-08-06

PSA PUBLIC STORAGE COM555 shares2.21%2026-06-302026-08-06

HDV ISHARES CORE HIGH DIVIDEND ETF6.2K shares400.00%2026-06-302026-08-06

WFC WELLS FARGO & CO COM2.0K shares-49.18%2026-06-302026-08-06

ANET ARISTA NETWORKS INC COM SHS989 shares10888.89%2026-06-302026-08-06

MRK MERCK & CO INC COM1.3K shares-21.44%2026-06-302026-08-06

OEF ISHARES S&P 100 ETF453 shares0.00%2026-06-302026-08-06

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF1.0K shares9.14%2026-06-302026-08-06

Sponsored

VTWG VANGUARD RUSSELL 2000 GROWTH ETF572 shares0.00%2026-06-302026-08-06

ARM ARM HOLDINGS PLC SPONSORED ADS458 shares0.00%2026-06-302026-08-06

IMCB ISHARES MORNINGSTAR MID-CAP ETF1.7K shares0.00%2026-06-302026-08-06

DGRO ISHARES CORE DIVIDEND GROWTH ETF2.1K shares-23.57%2026-06-302026-08-06

BAC BANK OF AMER CORP COM2.8K shares0.80%2026-06-302026-08-06

IWV ISHARES RUSSELL 3000 ETF368 shares0.00%2026-06-302026-08-06

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF1.9K sharesnew addition2026-06-302026-08-06

HBAN HUNTINGTON BANCSHARES INC COM8.7K shares0.08%2026-06-302026-08-06

Sponsored

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF1.6K sharesnew addition2026-06-302026-08-06

CSX CSX CORP COM3.2K shares1.23%2026-06-302026-08-06

CWST CASELLA WASTE SYS INC CL A1.6K shares0.91%2026-06-302026-08-06

SPGM STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF1.8K shares0.00%2026-06-302026-08-06

ARK INNOVATION ETF ARK INNOVATION ETF1.9K shares194.75%2026-06-302026-08-06

ET ENERGY TRANSFER L P COM UT LTD PTN7.8K shares87.75%2026-06-302026-08-06

IDA IDACORP INC COM983 shares-7.79%2026-06-302026-08-06

NBTB NBT BANCORP INC COM3.0K shares0.00%2026-06-302026-08-06

Sponsored

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF1.3K shares-44.20%2026-06-302026-08-06

SONY SONY GROUP CORP SPONSORED ADR7.3K shares-0.70%2026-06-302026-08-06

GM GENERAL MTRS CO COM1.9K shares0.37%2026-06-302026-08-06

NLR VANECK URANIUM AND NUCLEAR ETF1.3K sharesnew addition2026-06-302026-08-06

SLV ISHARES SILVER TRUST2.7K shares-3.67%2026-06-302026-08-06

COP CONOCOPHILLIPS COM1.4K shares0.29%2026-06-302026-08-06

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REX DRONE ETF REX DRONE ETF1.2K sharesnew addition2026-06-302026-08-06

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF279 shares86.00%2026-06-302026-08-06

UNM UNUM GROUP COM298 shares33.63%2026-06-302026-08-06

NUE NUCOR CORP COM117 shares1.74%2026-06-302026-08-06

DOMINION ENERGY INC COM DOMINION ENERGY INC COM378 shares-22.86%2026-06-302026-08-06

AZO AUTOZONE INC COM8 shares0.00%2026-06-302026-08-06

HIG HARTFORD INSURANCE GROUP INC COM191 shares1.60%2026-06-302026-08-06

BMNR BITMINE IMMERSION TECHS INC COM NEW1.9K sharesnew addition2026-06-302026-08-06

Sponsored

ETR ENTERGY CORP NEW COM218 shares0.93%2026-06-302026-08-06

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF464 shares-56.51%2026-06-302026-08-06

VSCO VICTORIAS SECRET AND CO COMMON STOCK295 sharesnew addition2026-06-302026-08-06

FDIS FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF237 sharesnew addition2026-06-302026-08-06

LUMN LUMEN TECHNOLOGIES INC COM3.2K shares7.02%2026-06-302026-08-06

GNRC GENERAC HLDGS INC COM83 shares1.22%2026-06-302026-08-06

PM PHILIP MORRIS INTL INC COM134 shares-60.59%2026-06-302026-08-06

FDMO FIDELITY MOMENTUM FACTOR ETF244 sharesnew addition2026-06-302026-08-06

Sponsored

IEF ISHARES 7-10 YEAR TREASURY BOND ETF254 sharesnew addition2026-06-302026-08-06

PSX PHILLIPS 66 COM142 shares-67.80%2026-06-302026-08-06

SWK STANLEY BLACK & DECKER INC COM255 shares0.00%2026-06-302026-08-06

FNY FIRST TRUST MID CAP GROWTH ALPHADEX FUND214 sharesnew addition2026-06-302026-08-06

RUSHA RUSH ENTERPRISES INC CL A325 shares2.85%2026-06-302026-08-06

SABS SAB BIOTHERAPEUTICS INC COM NEW5.9K shares0.00%2026-06-302026-08-06

ALLY FINL INC COM ALLY FINL INC COM502 shares1.01%2026-06-302026-08-06

LULU LULULEMON ATHLETICA INC COM202 shares1.00%2026-06-302026-08-06

Sponsored

TMC TMC THE METALS COMPANY INC COM5.2K shares0.00%2026-06-302026-08-06

PNC PNC FINL SVCS GROUP INC COM93 shares-75.13%2026-06-302026-08-06

GXRP GRAYSCALE XRP TRUST ETF1.1K shares0.00%2026-06-302026-08-06

JHMM JOHN HANCOCK MULTIFACTOR MID CAP ETF297 shares0.00%2026-06-302026-08-06

SNA SNAP ON INC COM55 shares1.85%2026-06-302026-08-06

ZBH ZIMMER BIOMET HOLDINGS INC COM255 shares25.62%2026-06-302026-08-06

WDC WESTERN DIGITAL CORP COM34 shares3.03%2026-06-302026-08-06

TRMB TRIMBLE INC COM422 shares0.48%2026-06-302026-08-06

Sponsored

C CITIGROUP INC COM NEW154 shares6.21%2026-06-302026-08-06

VOOV VANGUARD S&P 500 VALUE ETF98 shares0.00%2026-06-302026-08-06

ELV ELEVANCE HEALTH INC FORMERLY A COM55 shares1.85%2026-06-302026-08-06

IDRV ISHARES SELF-DRIVING EV & TECH ETF555 shares0.73%2026-06-302026-08-06

CRM SALESFORCE INC COM134 shares18.58%2026-06-302026-08-06

SFL SFL CORPORATION LTD SHS2.0K shares0.00%2026-06-302026-08-06

PAYX PAYCHEX INC COM207 shares3.50%2026-06-302026-08-06

RY ROYAL BK CDA COM98 shares0.00%2026-06-302026-08-06

Sponsored

TROW PRICE T ROWE GROUP INC COM178 shares137.33%2026-06-302026-08-06

SNPS SYNOPSYS INC COM45 shares-4.26%2026-06-302026-08-06

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF250 shares1462.50%2026-06-302026-08-06

AMERICAN AIRLINES GROUP INC COM AMERICAN AIRLINES GROUP INC COM1.1K shares0.00%2026-06-302026-08-06

BBWI BATH & BODY WORKS INC COM837 sharesnew addition2026-06-302026-08-06

WBD WARNER BROS DISCOVERY INC COM SER A726 shares36.47%2026-06-302026-08-06

FEDEX FGHT HLDG CO INC COMMON STOCK FEDEX FGHT HLDG CO INC COMMON STOCK124 sharesnew addition2026-06-302026-08-06

TTE TOTALENERGIES SE ACT238 shares32.22%2026-06-302026-08-06

Sponsored

BMVP INVESCO BLOOMBERG MVP MULTI-FACTOR ETF360 shares0.00%2026-06-302026-08-06

ZOETIS INC CL A ZOETIS INC CL A250 shares0.00%2026-06-302026-08-06

SNX TD SYNNEX CORPORATION COM67 shares-49.24%2026-06-302026-08-06

DURA VANECK DURABLE HIGH DIVIDEND ETF475 sharesnew addition2026-06-302026-08-06

FTDS FIRST TRUST DIVIDEND STRENGTH ETF286 shares0.00%2026-06-302026-08-06

OHI OMEGA HEALTHCARE INVS INC COM366 shares0.00%2026-06-302026-08-06

VCR VANGUARD CONSUMER DISCRETIONARY ETF44 shares0.00%2026-06-302026-08-06

PWV INVESCO LARGE CAP VALUE ETF229 shares0.00%2026-06-302026-08-06

Sponsored

EZM WISDOMTREE U.S. MIDCAP FUND228 shares0.00%2026-06-302026-08-06

ORLY OREILLY AUTOMOTIVE INC COM187 sharesnew addition2026-06-302026-08-06

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND354 shares77.00%2026-06-302026-08-06

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF302 sharesnew addition2026-06-302026-08-06

BBRE JPMORGAN BETABUILDERS MSCI US REIT ETF158 sharesnew addition2026-06-302026-08-06

EES WISDOMTREE U.S. SMALLCAP FUND249 shares0.00%2026-06-302026-08-06

LIN LINDE PLC SHS32 sharesnew addition2026-06-302026-08-06

SOLS SOLSTICE ADVANCED MATLS INC COM SHS187 shares0.54%2026-06-302026-08-06

Sponsored

SLYV STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF151 shares0.00%2026-06-302026-08-06

SPHQ INVESCO S&P 500 QUALITY ETF183 shares0.00%2026-06-302026-08-06

RBLX ROBLOX CORP CL A302 shares-0.33%2026-06-302026-08-06

BTO HANCOCK JOHN FINL OPPTYS SH BEN INT NEW400 shares0.00%2026-06-302026-08-06

VOO

VANGUARD S&P 500 ETF

1.27%

Shares1.5M

Event2026-06-30

Filed2026-08-06

VXF

VANGUARD EXTENDED MARKET ETF

20.71%

Shares1.0M

Event2026-06-30

Filed2026-08-06

IWP

ISHARES RUSSELL MID-CAP GROWTH ETF

556460.92%

Shares1.3M

Event2026-06-30

Filed2026-08-06

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

2.54%

Shares2.4M

Event2026-06-30

Filed2026-08-06

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

278286.32%

Shares1.1M

Event2026-06-30

Filed2026-08-06

VANGUARD LARGE-CAP ETF

-5.51%

Shares271.2K

Event2026-06-30

Filed2026-08-06

VBR

VANGUARD SMALL CAP VALUE ETF

-11.27%

Shares116.0K

Event2026-06-30

Filed2026-08-06

MUB

ISHARES NATIONAL MUNI BOND ETF

4.73%

Shares236.7K

Event2026-06-30

Filed2026-08-06

STATE STREET SPDR S&P 500 ETF

-2.41%

Shares29.5K

Event2026-06-30

Filed2026-08-06

SCHM

SCHWAB U.S. MID-CAP ETF

-6.48%

Shares565.6K

Event2026-06-30

Filed2026-08-06

SPDW

STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF

-2.23%

Shares313.3K

Event2026-06-30

Filed2026-08-06

AAPL

APPLE INC COM

-8.88%

Shares44.7K

Event2026-06-30

Filed2026-08-06

ISHARES CORE S&P 500 ETF

4.28%

Shares15.0K

Event2026-06-30

Filed2026-08-06

VANGUARD TOTAL STOCK MARKET ETF

14.98%

Shares24.1K

Event2026-06-30

Filed2026-08-06

MSFT

MICROSOFT CORP COM

-9.57%

Shares13.7K

Event2026-06-30

Filed2026-08-06

VUG

VANGUARD GROWTH ETF

508.76%

Shares46.2K

Event2026-06-30

Filed2026-08-06

BRK.B

BERKSHIRE HATHAWAY INC DEL CL B NEW

29.51%

Shares7.3K

Event2026-06-30

Filed2026-08-06

QQQ

INVESCO QQQ TRUST SERIES I

10.76%

Shares4.8K

Event2026-06-30

Filed2026-08-06

GOOGL

ALPHABET INC CAP STK CL A

-1.70%

Shares9.6K

Event2026-06-30

Filed2026-08-06

AMZN

AMAZON COM INC COM

-4.90%

Shares13.4K

Event2026-06-30

Filed2026-08-06

IWF

ISHARES RUSSELL 1000 GROWTH ETF

295.37%

Shares20.7K

Event2026-06-30

Filed2026-08-06

GOOG

ALPHABET INC CAP STK CL C

-5.29%

Shares7.2K

Event2026-06-30

Filed2026-08-06

JPMORGAN CHASE & CO COM

-18.84%

Shares7.3K

Event2026-06-30

Filed2026-08-06

JNJ

JOHNSON & JOHNSON COM

-34.41%

Shares8.9K

Event2026-06-30

Filed2026-08-06

EFA

ISHARES MSCI EAFE ETF

9.49%

Shares17.9K

Event2026-06-30

Filed2026-08-06

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

1.39%

Shares11.5K

Event2026-06-30

Filed2026-08-06

DTE

DTE ENERGY CO COM

4.04%

Shares11.9K

Event2026-06-30

Filed2026-08-06

PRF

INVESCO RAFI US 1000 ETF

-0.58%

Shares33.0K

Event2026-06-30

Filed2026-08-06

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

746.04%

Shares12.8K

Event2026-06-30

Filed2026-08-06

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

-10.87%

Shares8.0K

Event2026-06-30

Filed2026-08-06

SCHX

SCHWAB U.S. LARGE-CAP ETF

32.68%

Shares49.0K

Event2026-06-30

Filed2026-08-06

VANGUARD SMALL-CAP ETF

-2.97%

Shares4.6K

Event2026-06-30

Filed2026-08-06

VANGUARD MID-CAP ETF

324.83%

Shares17.3K

Event2026-06-30

Filed2026-08-06

VOT

VANGUARD MID-CAP GROWTH ETF

-25.80%

Shares4.5K

Event2026-06-30

Filed2026-08-06

COSTCO WHOLESALE CORPORATION COM

-12.51%

Shares1.4K

Event2026-06-30

Filed2026-08-06

VTV

VANGUARD VALUE ETF

76.32%

Shares5.9K

Event2026-06-30

Filed2026-08-06

VBK

VANGUARD SMALL-CAP GROWTH ETF

-9.94%

Shares3.5K

Event2026-06-30

Filed2026-08-06

ESGD

ISHARES ESG AWARE MSCI EAFE ETF

0.03%

Shares12.2K

Event2026-06-30

Filed2026-08-06

IJR

ISHARES CORE S&P SMALL CAP ETF

-4.07%

Shares8.3K

Event2026-06-30

Filed2026-08-06

SPYG

STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF

4.51%

Shares10.3K

Event2026-06-30

Filed2026-08-06

PEP

PEPSICO INC COM

-8.78%

Shares8.9K

Event2026-06-30

Filed2026-08-06

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

-3.40%

Shares10.2K

Event2026-06-30

Filed2026-08-06

META PLATFORMS INC CL A

-1.61%

Shares2.1K

Event2026-06-30

Filed2026-08-06

DFUV

DIMENSIONAL US MARKETWIDE VALUE ETF

0.00%

Shares21.5K

Event2026-06-30

Filed2026-08-06

BROADCOM INC COM

29.11%

Shares2.9K

Event2026-06-30

Filed2026-08-06

SCHD

SCHWAB US DIVIDEND EQUITY ETF

-2.82%

Shares34.5K

Event2026-06-30

Filed2026-08-06

NVDA

NVIDIA CORPORATION COM

-15.65%

Shares5.4K

Event2026-06-30

Filed2026-08-06

IJH

ISHARES CORE S&P MID-CAP ETF

-7.09%

Shares13.7K

Event2026-06-30

Filed2026-08-06

IWR

ISHARES RUSSELL MIDCAP ETF

0.29%

Shares9.5K

Event2026-06-30

Filed2026-08-06

PROCTER & GAMBLE CO COM

5.28%

Shares7.1K

Event2026-06-30

Filed2026-08-06

EXXONMOBIL HOLDINGS CORP COM SHS

New

Shares7.6K

Event2026-06-30

Filed2026-08-06

IVW

ISHARES S&P 500 GROWTH ETF

0.00%

Shares7.4K

Event2026-06-30

Filed2026-08-06

LLY

ELI LILLY & CO COM

-12.51%

Shares839

Event2026-06-30

Filed2026-08-06

IWD

ISHARES RUSSELL 1000 VALUE ETF

-0.36%

Shares4.1K

Event2026-06-30

Filed2026-08-06

MAR

MARRIOTT INTL INC NEW CL A

-1.41%

Shares2.6K

Event2026-06-30

Filed2026-08-06

TILT

FLEXSHARES MORNINGSTAR US MARKET FACTOR TILT INDEX FUND

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

IWM

ISHARES RUSSELL 2000 ETF

5.02%

Shares2.9K

Event2026-06-30

Filed2026-08-06

DFAT

DIMENSIONAL U.S. TARGETED VALUE ETF

-5.99%

Shares12.5K

Event2026-06-30

Filed2026-08-06

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

25.50%

Shares30.2K

Event2026-06-30

Filed2026-08-06

IBM

INTERNATIONAL BUSINESS MACHS COM

-0.83%

Shares3.0K

Event2026-06-30

Filed2026-08-06

ESML

ISHARES ESG AWARE MSCI USA SMALL-CAP ETF

0.00%

Shares14.7K

Event2026-06-30

Filed2026-08-06

SYK

STRYKER CORPORATION COM

-5.90%

Shares2.6K

Event2026-06-30

Filed2026-08-06

IWB

ISHARES RUSSELL 1000 ETF

4.77%

Shares2.0K

Event2026-06-30

Filed2026-08-06

VIG

VANGUARD DIVIDEND APPRECIATION ETF

-13.89%

Shares3.3K

Event2026-06-30

Filed2026-08-06

CISCO SYS INC COM

-2.72%

Shares6.7K

Event2026-06-30

Filed2026-08-06

APPLIED MATLS INC COM

1032.29%

Shares1.1K

Event2026-06-30

Filed2026-08-06

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

28.31%

Shares14.8K

Event2026-06-30

Filed2026-08-06

HOME DEPOT INC COM

-16.04%

Shares2.2K

Event2026-06-30

Filed2026-08-06

AMGN

AMGEN INC COM

0.81%

Shares2.1K

Event2026-06-30

Filed2026-08-06

EFV

ISHARES MSCI EAFE VALUE ETF

55.99%

Shares9.9K

Event2026-06-30

Filed2026-08-06

IVE

ISHARES S&P 500 VALUE ETF

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-06

BRK.A

BERKSHIRE HATHAWAY INC DEL CL A

0.00%

Shares1

Event2026-06-30

Filed2026-08-06

MDY

STATE STREET SPDR S&P MIDCAP 400 ETF TRUST

0.00%

Shares989

Event2026-06-30

Filed2026-08-06

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-17.66%

Shares4.2K

Event2026-06-30

Filed2026-08-06

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

0.00%

Shares5.0K

Event2026-06-30

Filed2026-08-06

GE AEROSPACE COM NEW

3.26%

Shares1.8K

Event2026-06-30

Filed2026-08-06

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

-30.48%

Shares19.0K

Event2026-06-30

Filed2026-08-06

IAU

ISHARES GOLD TRUST

59.13%

Shares8.5K

Event2026-06-30

Filed2026-08-06

GEV

GE VERNOVA INC COM

81.82%

Shares540

Event2026-06-30

Filed2026-08-06

ORACLE CORP COM

-16.98%

Shares4.3K

Event2026-06-30

Filed2026-08-06

DTM

DT MIDSTREAM INC COMMON STOCK

-2.25%

Shares4.3K

Event2026-06-30

Filed2026-08-06

IJT

ISHARES S&P SMALL-CAP 600 GROWTH ETF

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

RPG

INVESCO S&P 500 PURE GROWTH ETF

0.00%

Shares9.8K

Event2026-06-30

Filed2026-08-06

STATE STREET SPDR PORTFOLIO S&P 500 ETF

-16.90%

Shares6.8K

Event2026-06-30

Filed2026-08-06

DIS

DISNEY WALT CO COM

-1.96%

Shares6.2K

Event2026-06-30

Filed2026-08-06

ABBVIE INC COM

-19.32%

Shares2.4K

Event2026-06-30

Filed2026-08-06

RSP

INVESCO S&P 500 EQUAL WEIGHT ETF

0.81%

Shares2.6K

Event2026-06-30

Filed2026-08-06

CMS

CMS ENERGY CORP COM

0.77%

Shares7.2K

Event2026-06-30

Filed2026-08-06

DHR

DANAHER CORP DEL COM

0.78%

Shares2.8K

Event2026-06-30

Filed2026-08-06

KLAC

KLA CORP COM NEW

767.65%

Shares1.8K

Event2026-06-30

Filed2026-08-06

AON

AON PLC SHS CL A

0.06%

Shares1.6K

Event2026-06-30

Filed2026-08-06

FNDX

SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF

73.38%

Shares17.1K

Event2026-06-30

Filed2026-08-06

UNP

UNION PAC CORP COM

-17.43%

Shares1.9K

Event2026-06-30

Filed2026-08-06

EFG

ISHARES MSCI EAFE GROWTH ETF

118.30%

Shares4.0K

Event2026-06-30

Filed2026-08-06

SCHB

SCHWAB U.S. BROAD MARKET ETF

18.07%

Shares16.8K

Event2026-06-30

Filed2026-08-06

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

3.45%

Shares5.7K

Event2026-06-30

Filed2026-08-06

VOE

VANGUARD MID-CAP VALUE ETF

-30.40%

Shares2.4K

Event2026-06-30

Filed2026-08-06

MGC

VANGUARD MEGA CAP ETF

-3.66%

Shares1.7K

Event2026-06-30

Filed2026-08-06

AMD

ADVANCED MICRO DEVICES INC COM

177.89%

Shares817

Event2026-06-30

Filed2026-08-06

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

-9.13%

Shares5.5K

Event2026-06-30

Filed2026-08-06

SDY

STATE STREET SPDR S&P DIVIDEND ETF

-1.58%

Shares3.0K

Event2026-06-30

Filed2026-08-06

FEX

FIRST TRUST LARGE CAP CORE ALPHADEX FUND

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

NEXTERA ENERGY INC COM

15.97%

Shares4.9K

Event2026-06-30

Filed2026-08-06

IYW

ISHARES U.S. TECHNOLOGY ETF

-0.59%

Shares1.7K

Event2026-06-30

Filed2026-08-06

WMT

WALMART INC COM

-37.31%

Shares3.7K

Event2026-06-30

Filed2026-08-06

IWN

ISHARES RUSSELL 2000 VALUE ETF

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

GWW

WW GRAINGER INC COM

0.00%

Shares307

Event2026-06-30

Filed2026-08-06

CVX

CHEVRON CORPORATION COM

-23.21%

Shares2.4K

Event2026-06-30

Filed2026-08-06

GLD

SPDR GOLD SHARES

4.44%

Shares1.1K

Event2026-06-30

Filed2026-08-06

ISHARES CORE MSCI EAFE ETF

-5.29%

Shares4.0K

Event2026-06-30

Filed2026-08-06

TSM

TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS

1973.68%

Shares788

Event2026-06-30

Filed2026-08-06

FTNT

FORTINET INC COM

-15.21%

Shares2.4K

Event2026-06-30

Filed2026-08-06

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

80.65%

Shares3.7K

Event2026-06-30

Filed2026-08-06

QCOM

QUALCOMM INC COM

2.22%

Shares1.9K

Event2026-06-30

Filed2026-08-06

DVY

ISHARES SELECT DIVIDEND ETF

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

SOUTHERN CO COM

-12.65%

Shares3.7K

Event2026-06-30

Filed2026-08-06

FORD MTR CO COM

6.51%

Shares24.9K

Event2026-06-30

Filed2026-08-06

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

0.00%

Shares7.8K

Event2026-06-30

Filed2026-08-06

MCD

MCDONALDS CORP COM

-12.67%

Shares1.3K

Event2026-06-30

Filed2026-08-06

CROWDSTRIKE HLDGS INC CL A

86.67%

Shares448

Event2026-06-30

Filed2026-08-06

TSLA

TESLA INC COM

-15.09%

Shares754

Event2026-06-30

Filed2026-08-06

INTC

INTEL CORP COM

-34.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

IMCV

ISHARES MORNINGSTAR MID-CAP VALUE ETF

0.00%

Shares3.5K

Event2026-06-30

Filed2026-08-06

FMB

FIRST TRUST MANAGED MUNICIPAL ETF

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-06

IWS

ISHARES RUSSELL MID-CAP VALUE ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

0.00%

Shares3.7K

Event2026-06-30

Filed2026-08-06

QQQM

INVESCO NASDAQ 100 ETF

-16.85%

Shares987

Event2026-06-30

Filed2026-08-06

IDMO

INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF

New

Shares4.9K

Event2026-06-30

Filed2026-08-06

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

QYLD

GLOBAL X NASDAQ 100 COVERED CALL ETF

New

Shares16.0K

Event2026-06-30

Filed2026-08-06

FTGC

FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND

0.00%

Shares10.8K

Event2026-06-30

Filed2026-08-06

PRFZ

INVESCO RAFI US 1500 SMALL-MID ETF

-26.94%

Shares5.1K

Event2026-06-30

Filed2026-08-06

DIA

STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

-26.93%

Shares548

Event2026-06-30

Filed2026-08-06

VISA INC COM CL A

-7.58%

Shares829

Event2026-06-30

Filed2026-08-06

GLW

CORNING INC COM

-39.87%

Shares1.1K

Event2026-06-30

Filed2026-08-06

NETFLIX INC. COM

11.64%

Shares4.0K

Event2026-06-30

Filed2026-08-06

AXP

AMERICAN EXPRESS CO COM

-8.98%

Shares831

Event2026-06-30

Filed2026-08-06

TXN

TEXAS INSTRS INC COM

124.75%

Shares917

Event2026-06-30

Filed2026-08-06

MASTERCARD INCORPORATED CL A

2.12%

Shares531

Event2026-06-30

Filed2026-08-06

MFC

MANULIFE FINL CORP COM

0.00%

Shares6.7K

Event2026-06-30

Filed2026-08-06

PFE

PFIZER INC COM

7.74%

Shares11.2K

Event2026-06-30

Filed2026-08-06

ONEQ

FIDELITY NASDAQ COMPOSITE INDEX ETF

-5.41%

Shares2.6K

Event2026-06-30

Filed2026-08-06

UNITEDHEALTH GROUP INC COM

-17.59%

Shares623

Event2026-06-30

Filed2026-08-06

DFAS

DIMENSIONAL U.S. SMALL CAP ETF

0.00%

Shares3.1K

Event2026-06-30

Filed2026-08-06

SCHW

SCHWAB CHARLES CORP COM

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

DEERE & CO COM

-48.81%

Shares387

Event2026-06-30

Filed2026-08-06

RTX CORPORATION COM

-30.17%

Shares1.3K

Event2026-06-30

Filed2026-08-06

PARKER-HANNIFIN CORP COM

-36.73%

Shares248

Event2026-06-30

Filed2026-08-06

ABT

ABBOTT LABORATORIES COM

-35.67%

Shares2.7K

Event2026-06-30

Filed2026-08-06

SMH

VANECK SEMICONDUCTOR ETF

439.71%

Shares367

Event2026-06-30

Filed2026-08-06

LOW

LOWES COS INC COM

-36.02%

Shares1.1K

Event2026-06-30

Filed2026-08-06

ADP

AUTOMATIC DATA PROCESSING INC COM

1.73%

Shares1.1K

Event2026-06-30

Filed2026-08-06

AEP

AMERICAN ELEC PWR CO INC COM

-49.50%

Shares1.7K

Event2026-06-30

Filed2026-08-06

IWO

ISHARES RUSSELL 2000 GROWTH ETF

0.00%

Shares597

Event2026-06-30

Filed2026-08-06

ETN

EATON CORP PLC SHS

-54.98%

Shares542

Event2026-06-30

Filed2026-08-06

PANW

PALO ALTO NETWORKS INC COM

45.24%

Shares671

Event2026-06-30

Filed2026-08-06

IYH

ISHARES U.S. HEALTHCARE ETF

0.00%

Shares3.3K

Event2026-06-30

Filed2026-08-06

MICRON TECHNOLOGY INC COM

1180.00%

Shares192

Event2026-06-30

Filed2026-08-06

JEPI

JPMORGAN EQUITY PREMIUM INCOME ETF

New

Shares3.9K

Event2026-06-30

Filed2026-08-06

IBIT

ISHARES BITCOIN TRUST ETF

230.48%

Shares6.4K

Event2026-06-30

Filed2026-08-06

DON

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

0.00%

Shares3.6K

Event2026-06-30

Filed2026-08-06

VANGUARD TOTAL WORLD STOCK ETF

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

RLAY

RELAY THERAPEUTICS INC COM

0.00%

Shares10.8K

Event2026-06-30

Filed2026-08-06

ADM

ARCHER DANIELS MIDLAND CO COM

17.40%

Shares2.7K

Event2026-06-30

Filed2026-08-06

YUM

YUM BRANDS INC COM

0.08%

Shares1.3K

Event2026-06-30

Filed2026-08-06

AROW

ARROW FINL CORP COM

0.00%

Shares4.9K

Event2026-06-30

Filed2026-08-06

EEM

ISHARES MSCI EMERGING MARKETS ETF

826.37%

Shares2.9K

Event2026-06-30

Filed2026-08-06

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

355.56%

Shares574

Event2026-06-30

Filed2026-08-06

SCHA

SCHWAB U.S. SMALL-CAP ETF

-29.16%

Shares5.4K

Event2026-06-30

Filed2026-08-06

ALNYLAM PHARMACEUTICALS INC COM

0.16%

Shares636

Event2026-06-30

Filed2026-08-06

CAT

CATERPILLAR INC COM

-60.75%

Shares179

Event2026-06-30

Filed2026-08-06

ANDE

ANDERSONS INC COM

0.29%

Shares2.8K

Event2026-06-30

Filed2026-08-06

FNDA

SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF

66.77%

Shares4.8K

Event2026-06-30

Filed2026-08-06

FITB

FIFTH THIRD BANCORP COM

-46.26%

Shares3.2K

Event2026-06-30

Filed2026-08-06

EXC

EXELON CORP COM

New

Shares3.8K

Event2026-06-30

Filed2026-08-06

TJX

TJX COS INC NEW COM

-20.61%

Shares1.2K

Event2026-06-30

Filed2026-08-06

ASML

ASML HLDG NV N Y REGISTRY SHS

423.53%

Shares89

Event2026-06-30

Filed2026-08-06

PSA

PUBLIC STORAGE COM

2.21%

Shares555

Event2026-06-30

Filed2026-08-06

HDV

ISHARES CORE HIGH DIVIDEND ETF

400.00%

Shares6.2K

Event2026-06-30

Filed2026-08-06

WFC

WELLS FARGO & CO COM

-49.18%

Shares2.0K

Event2026-06-30

Filed2026-08-06

ANET

ARISTA NETWORKS INC COM SHS

10888.89%

Shares989

Event2026-06-30

Filed2026-08-06

MRK

MERCK & CO INC COM

-21.44%

Shares1.3K

Event2026-06-30

Filed2026-08-06

OEF

ISHARES S&P 100 ETF

0.00%

Shares453

Event2026-06-30

Filed2026-08-06

XLV

STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF

9.14%

Shares1.0K

Event2026-06-30

Filed2026-08-06

VTWG

VANGUARD RUSSELL 2000 GROWTH ETF

0.00%

Shares572

Event2026-06-30

Filed2026-08-06

ARM

ARM HOLDINGS PLC SPONSORED ADS

0.00%

Shares458

Event2026-06-30

Filed2026-08-06

IMCB

ISHARES MORNINGSTAR MID-CAP ETF

0.00%

Shares1.7K

Event2026-06-30

Filed2026-08-06

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-23.57%

Shares2.1K

Event2026-06-30

Filed2026-08-06

BAC

BANK OF AMER CORP COM

0.80%

Shares2.8K

Event2026-06-30

Filed2026-08-06

IWV

ISHARES RUSSELL 3000 ETF

0.00%

Shares368

Event2026-06-30

Filed2026-08-06

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

HBAN

HUNTINGTON BANCSHARES INC COM

0.08%

Shares8.7K

Event2026-06-30

Filed2026-08-06

VYMI

VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF

New

Shares1.6K

Event2026-06-30

Filed2026-08-06

CSX

CSX CORP COM

1.23%

Shares3.2K

Event2026-06-30

Filed2026-08-06

CWST

CASELLA WASTE SYS INC CL A

0.91%

Shares1.6K

Event2026-06-30

Filed2026-08-06

SPGM

STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-06

ARK INNOVATION ETF

194.75%

Shares1.9K

Event2026-06-30

Filed2026-08-06

ENERGY TRANSFER L P COM UT LTD PTN

87.75%

Shares7.8K

Event2026-06-30

Filed2026-08-06

IDA

IDACORP INC COM

-7.79%

Shares983

Event2026-06-30

Filed2026-08-06

NBTB

NBT BANCORP INC COM

0.00%

Shares3.0K

Event2026-06-30

Filed2026-08-06

XLY

STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF

-44.20%

Shares1.3K

Event2026-06-30

Filed2026-08-06

SONY

SONY GROUP CORP SPONSORED ADR

-0.70%

Shares7.3K

Event2026-06-30

Filed2026-08-06

GENERAL MTRS CO COM

0.37%

Shares1.9K

Event2026-06-30

Filed2026-08-06

NLR

VANECK URANIUM AND NUCLEAR ETF

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

SLV

ISHARES SILVER TRUST

-3.67%

Shares2.7K

Event2026-06-30

Filed2026-08-06

COP

CONOCOPHILLIPS COM

0.29%

Shares1.4K

Event2026-06-30

Filed2026-08-06

AXON

AXON ENTERPRISE INC COM

5.42%

Shares253

Event2026-06-30

Filed2026-08-06

TMO

THERMO FISHER SCIENTIFIC INC COM

-38.44%

Shares269

Event2026-06-30

Filed2026-08-06

IDV

ISHARES INTERNATIONAL SELECT DIVIDEND ETF

0.00%

Shares3.2K

Event2026-06-30

Filed2026-08-06

ODC

OIL DRI CORP AMER COM

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

LHX

L3HARRIS TECHNOLOGIES INC COM

0.22%

Shares460

Event2026-06-30

Filed2026-08-06

HUBB

HUBBELL INC COM

0.00%

Shares255

Event2026-06-30

Filed2026-08-06

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

245.59%

Shares1.6K

Event2026-06-30

Filed2026-08-06

ISRG

INTUITIVE SURGICAL INC COM NEW

0.00%

Shares325

Event2026-06-30

Filed2026-08-06

GOLDMAN SACHS GROUP INC COM

-43.81%

Shares127

Event2026-06-30

Filed2026-08-06

QNITY ELECTRONICS INC COMMON STOCK

0.26%

Shares781

Event2026-06-30

Filed2026-08-06

VLO

VALERO ENERGY CORP COM

0.83%

Shares485

Event2026-06-30

Filed2026-08-06

LDOS

LEIDOS HOLDINGS INC COM

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

HONEYWELL INTL INC COM

New

Shares554

Event2026-06-30

Filed2026-08-06

IVOO

VANGUARD S&P MID-CAP 400 ETF

0.00%

Shares950

Event2026-06-30

Filed2026-08-06

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

New

Shares2.4K

Event2026-06-30

Filed2026-08-06

HONEYWELL AEROSPACE INC COM

New

Shares554

Event2026-06-30

Filed2026-08-06

AFL

AFLAC INC COM

20.61%

Shares1.0K

Event2026-06-30

Filed2026-08-06

VWO

VANGUARD FTSE EMERGING MARKETS ETF

6.78%

Shares2.0K

Event2026-06-30

Filed2026-08-06

ITW

ILLINOIS TOOL WKS INC COM

-21.25%

Shares441

Event2026-06-30

Filed2026-08-06

PXF

INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

MPC

MARATHON PETE CORP COM

0.87%

Shares463

Event2026-06-30

Filed2026-08-06

SHOP

SHOPIFY INC CL A SUB VTG SHS

83.93%

Shares1.0K

Event2026-06-30

Filed2026-08-06

STEL

STELLAR BANCORP INC COM

0.51%

Shares3.0K

Event2026-06-30

Filed2026-08-06

IWY

ISHARES RUSSELL TOP 200 GROWTH ETF

900.00%

Shares400

Event2026-06-30

Filed2026-08-06

NOK

NOKIA CORP SPONSORED ADR

11.82%

Shares8.7K

Event2026-06-30

Filed2026-08-06

KEYS

KEYSIGHT TECHNOLOGIES INC COM

0.62%

Shares327

Event2026-06-30

Filed2026-08-06

IBB

ISHARES BIOTECHNOLOGY ETF

20.12%

Shares591

Event2026-06-30

Filed2026-08-06

WQTM

WISDOMTREE QUANTUM COMPUTING FUND

New

Shares3.0K

Event2026-06-30

Filed2026-08-06

PPA

INVESCO AEROSPACE & DEFENSE ETF

0.00%

Shares635

Event2026-06-30

Filed2026-08-06

WTFC

WINTRUST FINL CORP COM

0.15%

Shares686

Event2026-06-30

Filed2026-08-06

QQQJ

INVESCO NASDAQ NEXT GEN 100 ETF

0.00%

Shares2.4K

Event2026-06-30

Filed2026-08-06

BMY

BRISTOL-MYERS SQUIBB CO COM

0.27%

Shares1.8K

Event2026-06-30

Filed2026-08-06

CGGR

CAPITAL GROUP GROWTH ETF

0.00%

Shares2.2K

Event2026-06-30

Filed2026-08-06

ALL

ALLSTATE CORP COM

-67.37%

Shares431

Event2026-06-30

Filed2026-08-06

FNDC

SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

CNEQ

ALGER CONCENTRATED EQUITY ETF

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

CEG

CONSTELLATION ENERGY CORP COM

New

Shares410

Event2026-06-30

Filed2026-08-06

XLI

STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF

0.00%

Shares549

Event2026-06-30

Filed2026-08-06

TCHP

T. ROWE PRICE BLUE CHIP GROWTH ETF

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

CORTEVA INC COM

-1.09%

Shares1.2K

Event2026-06-30

Filed2026-08-06

AIRR

FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF

New

Shares750

Event2026-06-30

Filed2026-08-06

ROUNDHILL MEMORY ETF

New

Shares1.3K

Event2026-06-30

Filed2026-08-06

BLACKSTONE INC COM

7.97%

Shares826

Event2026-06-30

Filed2026-08-06

RING

ISHARES MSCI GLOBAL GOLD MINERS ETF

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

AVXC

AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

ADOBE INC COM

-2.93%

Shares464

Event2026-06-30

Filed2026-08-06

GLOBE LIFE INC COM

0.00%

Shares529

Event2026-06-30

Filed2026-08-06

APH

AMPHENOL CORP CL A

2.12%

Shares529

Event2026-06-30

Filed2026-08-06

SPYV

STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

SCHC

SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF

734.93%

Shares1.9K

Event2026-06-30

Filed2026-08-06

NOC

NORTHROP GRUMMAN CORP COM

0.56%

Shares180

Event2026-06-30

Filed2026-08-06

COF

CAPITAL ONE FINL CORP COM

2.47%

Shares456

Event2026-06-30

Filed2026-08-06

VONV

VANGUARD RUSSELL 1000 VALUE ETF

0.00%

Shares858

Event2026-06-30

Filed2026-08-06

SMLF

ISHARES U.S. SMALLCAP EQUITY FACTOR ETF

New

Shares1.0K

Event2026-06-30

Filed2026-08-06

HEDG

EQUABLE SHARES HEDGED EQUITY ETF

New

Shares3.0K

Event2026-06-30

Filed2026-08-06

EXG

EATON VANCE TAX-MANAGED GLOBAL COM

0.00%

Shares9.2K

Event2026-06-30

Filed2026-08-06

FDT

FIRST TRUST DEVELOPED MARKETS EX-US ALPHADEX FUND

0.00%

Shares944

Event2026-06-30

Filed2026-08-06

MDYG

STATE STREET SPDR S&P 400 MID CAP GROWTH ETF

38.38%

Shares786

Event2026-06-30

Filed2026-08-06

UPS

UNITED PARCEL SVCS INC CL B

0.74%

Shares812

Event2026-06-30

Filed2026-08-06

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

570.37%

Shares2.2K

Event2026-06-30

Filed2026-08-06

GILD

GILEAD SCIENCES INC COM

83.47%

Shares677

Event2026-06-30

Filed2026-08-06

BOEING CO COM

-48.50%

Shares394

Event2026-06-30

Filed2026-08-06

VRTX

VERTEX PHARMACEUTICALS INC COM

1.18%

Shares171

Event2026-06-30

Filed2026-08-06

RAAX

VANECK REAL ASSETS ETF

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

XAR

STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF

238.64%

Shares298

Event2026-06-30

Filed2026-08-06

BND

VANGUARD TOTAL BOND MARKET ETF

-79.45%

Shares1.1K

Event2026-06-30

Filed2026-08-06

COLGATE PALMOLIVE CO COM

-7.32%

Shares912

Event2026-06-30

Filed2026-08-06

IGV

ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF

0.00%

Shares905

Event2026-06-30

Filed2026-08-06

VLTO

VERALTO CORP COM SHS

0.22%

Shares916

Event2026-06-30

Filed2026-08-06

XSD

STATE STREET SPDR S&P SEMICONDUCTOR ETF

0.00%

Shares129

Event2026-06-30

Filed2026-08-06

AT&T INC COM

17.48%

Shares3.9K

Event2026-06-30

Filed2026-08-06

WAL

WESTERN ALLIANCE BANCORP COM

0.00%

Shares964

Event2026-06-30

Filed2026-08-06

JAAA

JANUS HENDERSON AAA CLO ETF

New

Shares1.6K

Event2026-06-30

Filed2026-08-06

FDX

FEDEX CORP COM

-20.63%

Shares250

Event2026-06-30

Filed2026-08-06

XLC

STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF

-51.66%

Shares729

Event2026-06-30

Filed2026-08-06

FBTC

FIDELITY WISE ORIGIN BITCOIN FUND

0.00%

Shares1.5K

Event2026-06-30

Filed2026-08-06

DAL

DELTA AIR LINES INC COM NEW

1.12%

Shares813

Event2026-06-30

Filed2026-08-06

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

0.00%

Shares515

Event2026-06-30

Filed2026-08-06

VHT

VANGUARD HEALTH CARE ETF

0.00%

Shares251

Event2026-06-30

Filed2026-08-06

PHYS

SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR

New

Shares2.5K

Event2026-06-30

Filed2026-08-06

CMI

CUMMINS INC COM

4.00%

Shares104

Event2026-06-30

Filed2026-08-06

ADI

ANALOG DEVICES INC COM

32.86%

Shares186

Event2026-06-30

Filed2026-08-06

SOXX

ISHARES SEMICONDUCTOR ETF

New

Shares115

Event2026-06-30

Filed2026-08-06

VOOG

VANGUARD S&P 500 GROWTH ETF

500.00%

Shares888

Event2026-06-30

Filed2026-08-06

WASTE MGMT INC DEL COM

2.17%

Shares329

Event2026-06-30

Filed2026-08-06

WPM

WHEATON PRECIOUS METALS CORP COM

0.00%

Shares642

Event2026-06-30

Filed2026-08-06

DELL

DELL TECHNOLOGIES INC CL C

68.69%

Shares167

Event2026-06-30

Filed2026-08-06

REALTY INCOME CORP COM

37.13%

Shares1.2K

Event2026-06-30

Filed2026-08-06

IXN

ISHARES GLOBAL TECH ETF

0.00%

Shares490

Event2026-06-30

Filed2026-08-06

DUPONT DE NEMOURS INC COMMON STOCK

New

Shares520

Event2026-06-30

Filed2026-08-06

FTCS

FIRST TRUST CAPITAL STRENGTH ETF

0.00%

Shares747

Event2026-06-30

Filed2026-08-06

CME

CME GROUP INC COM

-9.94%

Shares317

Event2026-06-30

Filed2026-08-06

MSTB

LHA MARKET STATE TACTICAL BETA ETF

New

Shares1.6K

Event2026-06-30

Filed2026-08-06

EMR

EMERSON ELEC CO COM

30.73%

Shares485

Event2026-06-30

Filed2026-08-06

PHM

PULTE GROUP INC COM

0.00%

Shares500

Event2026-06-30

Filed2026-08-06

PRU

PRUDENTIAL FINL INC COM

7.99%

Shares635

Event2026-06-30

Filed2026-08-06

CMCSA

COMCAST CORP NEW CL A

-60.50%

Shares2.8K

Event2026-06-30

Filed2026-08-06

XLF

STATE STREET FINANCIAL SELECT SECTOR SPDR ETF

-31.40%

Shares1.3K

Event2026-06-30

Filed2026-08-06

CVS

CVS HEALTH CORP COM

0.94%

Shares642

Event2026-06-30

Filed2026-08-06

UBER

UBER TECHNOLOGIES INC COM

1810.42%

Shares917

Event2026-06-30

Filed2026-08-06

SPACE EXPLORATION TECHN CORP CLASS A COM STK

New

Shares385

Event2026-06-30

Filed2026-08-06

GSLC

TR ACTIVEBETA US LARGE CAP EQUITY ETF

0.00%

Shares463

Event2026-06-30

Filed2026-08-06

MCK

MCKESSON CORP COM

1.16%

Shares87

Event2026-06-30

Filed2026-08-06

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares1.4K

Event2026-06-30

Filed2026-08-06

BLK

BLACKROCK INC COM

19.64%

Shares67

Event2026-06-30

Filed2026-08-06

CCL

CARNIVAL CORP LTD COMMON SHARES

New

Shares2.3K

Event2026-06-30

Filed2026-08-06

COLB

COLUMBIA BKG SYS INC COM

2.21%

Shares2.0K

Event2026-06-30

Filed2026-08-06

RSPA

INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

MORGAN STANLEY COM NEW

18.80%

Shares297

Event2026-06-30

Filed2026-08-06

COCA COLA CO COM

-37.95%

Shares757

Event2026-06-30

Filed2026-08-06

SUI

SUN CMNTYS INC COM

0.00%

Shares509

Event2026-06-30

Filed2026-08-06

MILN

GLOBAL X MILLENNIAL CONSUMER ETF

New

Shares1.4K

Event2026-06-30

Filed2026-08-06

TEMA SPACE INNOVATORS ETF

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

SPSM

STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF

92.01%

Shares1.0K

Event2026-06-30

Filed2026-08-06

IMTM

ISHARES MSCI INTL MOMENTUM FACTOR ETF

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

GPC

GENUINE PARTS CO COM

0.00%

Shares500

Event2026-06-30

Filed2026-08-06

PFG

PRINCIPAL FINANCIAL GROUP INC COM

0.18%

Shares547

Event2026-06-30

Filed2026-08-06

MSI

MOTOROLA SOLUTIONS INC COM NEW

-33.95%

Shares142

Event2026-06-30

Filed2026-08-06

MDLZ

MONDELEZ INTL INC CL A

-39.03%

Shares1.0K

Event2026-06-30

Filed2026-08-06

GNTX

GENTEX CORP COM

0.00%

Shares2.3K

Event2026-06-30

Filed2026-08-06

KRP

KIMBELL RTY PARTNERS LP UNIT

New

Shares4.0K

Event2026-06-30

Filed2026-08-06

SLYG

STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF

0.00%

Shares482

Event2026-06-30

Filed2026-08-06

FTEC

FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF

New

Shares200

Event2026-06-30

Filed2026-08-06

SAIC

SCIENCE APPLICATIONS INTL CORP COM

-4.28%

Shares514

Event2026-06-30

Filed2026-08-06

MCO

MOODYS CORP COM

0.00%

Shares125

Event2026-06-30

Filed2026-08-06

MPLX

MPLX LP COM UNIT REP LTD

3730.77%

Shares996

Event2026-06-30

Filed2026-08-06

IDHQ

INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF

35.31%

Shares1.3K

Event2026-06-30

Filed2026-08-06

BSV

VANGUARD SHORT-TERM BOND ETF

New

Shares717

Event2026-06-30

Filed2026-08-06

QCLN

FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY INDEX FUND

New

Shares900

Event2026-06-30

Filed2026-08-06

VCTR

VICTORY CAP HLDGS INC DEL COM CL A

1.43%

Shares640

Event2026-06-30

Filed2026-08-06

SBUX

STARBUCKS CORP COM

8.04%

Shares524

Event2026-06-30

Filed2026-08-06

DRI

DARDEN RESTAURANTS INC COM

0.40%

Shares254

Event2026-06-30

Filed2026-08-06

XLB

STATE STREET MATERIALS SELECT SECTOR SPDR ETF

24.88%

Shares1.0K

Event2026-06-30

Filed2026-08-06

DUK

DUKE ENERGY CORP NEW COM NEW

-48.11%

Shares411

Event2026-06-30

Filed2026-08-06

VPL

VANGUARD FTSE PACIFIC ETF

0.00%

Shares448

Event2026-06-30

Filed2026-08-06

MEDTRONIC PLC SHS

15.25%

Shares650

Event2026-06-30

Filed2026-08-06

MMC

MARSH & MCLENNAN COS INC COM

1.67%

Shares305

Event2026-06-30

Filed2026-08-06

BSMU

INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF

New

Shares2.3K

Event2026-06-30

Filed2026-08-06

RLY

STATE STREET MULTI-ASSET REAL RETURN ETF

New

Shares1.5K

Event2026-06-30

Filed2026-08-06

BSMW

INVESCO BULLETSHARES 2032 MUNICIPAL BOND ETF

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

BSMV

INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF

New

Shares2.4K

Event2026-06-30

Filed2026-08-06

LMT

LOCKHEED MARTIN CORP COM

17.86%

Shares99

Event2026-06-30

Filed2026-08-06

BSMT

INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF

New

Shares2.2K

Event2026-06-30

Filed2026-08-06

BSMS

INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

BSSX

INVESCO BULLETSHARES 2033 MUNICIPAL BOND ETF

New

Shares2.0K

Event2026-06-30

Filed2026-08-06

SPLV

INVESCO S&P 500 LOW VOLATILITY ETF

0.00%

Shares671

Event2026-06-30

Filed2026-08-06

BSMR

INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

BSMQ

INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF

New

Shares2.1K

Event2026-06-30

Filed2026-08-06

SDVY

FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF

New

Shares1.1K

Event2026-06-30

Filed2026-08-06

VRSK

VERISK ANALYTICS INC COM

8.40%

Shares271

Event2026-06-30

Filed2026-08-06

TSME

THRIVENT SMALL-MID CAP EQUITY ETF

New

Shares912

Event2026-06-30

Filed2026-08-06

VIGI

VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF

New

Shares510

Event2026-06-30

Filed2026-08-06

VGK

VANGUARD FTSE EUROPE ETF

10.56%

Shares534

Event2026-06-30

Filed2026-08-06

FTSL

FIRST TRUST SENIOR LOAN FUND

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

New

Shares923

Event2026-06-30

Filed2026-08-06

PALANTIR TECHNOLOGIES INC CL A

17.80%

Shares397

Event2026-06-30

Filed2026-08-06

DOW

DOW HLDGS INC COM

-0.59%

Shares1.7K

Event2026-06-30

Filed2026-08-06

QQEW

FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF

New

Shares286

Event2026-06-30

Filed2026-08-06

EMXC

ISHARES MSCI EMERGING MARKETS EX CHINA ETF

New

Shares446

Event2026-06-30

Filed2026-08-06

AEE

AMEREN CORP COM

0.25%

Shares401

Event2026-06-30

Filed2026-08-06

INFL

HORIZON KINETICS INFLATION BENEFICIARIES ETF

New

Shares900

Event2026-06-30

Filed2026-08-06

MSCI

MSCI INC COM

0.00%

Shares80

Event2026-06-30

Filed2026-08-06

ACCENTURE PLC IRELAND SHS CLASS A

0.28%

Shares356

Event2026-06-30

Filed2026-08-06

XEL

XCEL ENERGY INC COM

103.70%

Shares550

Event2026-06-30

Filed2026-08-06

FTA

FIRST TRUST LARGE CAP VALUE ALPHADEX FUND

New

Shares448

Event2026-06-30

Filed2026-08-06

LAUDER ESTEE COS INC CL A

0.18%

Shares547

Event2026-06-30

Filed2026-08-06

NSC

NORFOLK SOUTHN CORP COM

-27.42%

Shares135

Event2026-06-30

Filed2026-08-06

3M CO COM

-8.74%

Shares261

Event2026-06-30

Filed2026-08-06

VERIZON COMMUNICATIONS INC COM

-30.03%

Shares995

Event2026-06-30

Filed2026-08-06

IVOG

VANGUARD S&P MID-CAP 400 GROWTH ETF

0.00%

Shares288

Event2026-06-30

Filed2026-08-06

SGI

SOMNIGROUP INTERNATIONAL INC COM

0.19%

Shares537

Event2026-06-30

Filed2026-08-06

IVT

INVENTRUST PPTYS CORP COM NEW

0.00%

Shares1.2K

Event2026-06-30

Filed2026-08-06

ETY

EATON VANCE TAX-MANAGED DIVERS COM

0.00%

Shares2.8K

Event2026-06-30

Filed2026-08-06

VMC

VULCAN MATLS CO COM

0.72%

Shares139

Event2026-06-30

Filed2026-08-06

YUMC

YUM CHINA HLDGS INC COM

0.00%

Shares1.0K

Event2026-06-30

Filed2026-08-06

PII

POLARIS INC COM

0.00%

Shares597

Event2026-06-30

Filed2026-08-06

VTWV

VANGUARD RUSSELL 2000 VALUE ETF

0.00%

Shares208

Event2026-06-30

Filed2026-08-06

SERVICENOW INC COM

132.00%

Shares406

Event2026-06-30

Filed2026-08-06

CORGI LITHOGRAPHY & SEMICONDUCTOR PHOTONICS ETF

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

HBNC

HORIZON BANCORP IND COM

0.00%

Shares1.9K

Event2026-06-30

Filed2026-08-06

THE CIGNA GROUP COM

-21.59%

Shares138

Event2026-06-30

Filed2026-08-06

NKE

NIKE INC CL B

36.30%

Shares920

Event2026-06-30

Filed2026-08-06

VLUE

ISHARES MSCI USA VALUE FACTOR ETF

0.00%

Shares188

Event2026-06-30

Filed2026-08-06

USB

US BANCORP COM NEW

-19.82%

Shares615

Event2026-06-30

Filed2026-08-06

LUV

SOUTHWEST AIRLS CO COM

0.00%

Shares720

Event2026-06-30

Filed2026-08-06

VNQ

VANGUARD REAL ESTATE ETF

-48.99%

Shares380

Event2026-06-30

Filed2026-08-06

KRG

KITE REALTY GROUP TRUST COM NEW

0.00%

Shares1.3K

Event2026-06-30

Filed2026-08-06

VIS

VANGUARD INDUSTRIALS ETF

0.00%

Shares100

Event2026-06-30

Filed2026-08-06

SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST

0.00%

Shares449

Event2026-06-30

Filed2026-08-06

WEX

WEX INC COM

0.40%

Shares251

Event2026-06-30

Filed2026-08-06

NVO

NOVO-NORDISK A S ADR

77.11%

Shares735

Event2026-06-30

Filed2026-08-06

OUNZ

VANECK MERK GOLD ETF

0.00%

Shares911

Event2026-06-30

Filed2026-08-06

SYY

SYSCO CORP COM

19.71%

Shares419

Event2026-06-30

Filed2026-08-06

EMLP

FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND

New

Shares800

Event2026-06-30

Filed2026-08-06

QUANEX BLDG PRODS CORP COM

1.09%

Shares1.9K

Event2026-06-30

Filed2026-08-06

JQUA

JPMORGAN U.S. QUALITY FACTOR ETF

0.00%

Shares478

Event2026-06-30

Filed2026-08-06

DOC

HEALTHPEAK PROPERTIES INC COM

0.00%

Shares1.6K

Event2026-06-30

Filed2026-08-06

HSBC

HSBC HLDGS PLC SPON ADR NEW

61.64%

Shares354

Event2026-06-30

Filed2026-08-06

FQAL

FIDELITY QUALITY FACTOR ETF

0.00%

Shares409

Event2026-06-30

Filed2026-08-06

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

0.00%

Shares669

Event2026-06-30

Filed2026-08-06

AVDE

AVANTIS INTERNATIONAL EQUITY ETF

New

Shares371

Event2026-06-30

Filed2026-08-06

APD

AIR PRODUCTS AND CHEMICALS INC COM

0.89%

Shares113

Event2026-06-30

Filed2026-08-06

WEC

WEC ENERGY GROUP INC COM

80.77%

Shares282

Event2026-06-30

Filed2026-08-06

BROADRIDGE FINL SOLUTIONS INC COM

0.00%

Shares236

Event2026-06-30

Filed2026-08-06

PGR

PROGRESSIVE CORP COM

4.23%

Shares148

Event2026-06-30

Filed2026-08-06

UYG

PROSHARES ULTRA FINANCIALS

0.00%

Shares372

Event2026-06-30

Filed2026-08-06

XHR

XENIA HOTELS & RESORTS INC COM

4.50%

Shares1.5K

Event2026-06-30

Filed2026-08-06

VIOO

VANGUARD S&P SMALL-CAP 600 ETF

0.00%

Shares226

Event2026-06-30

Filed2026-08-06

AXL

DAUCH CORP COM

1.91%

Shares5.6K

Event2026-06-30

Filed2026-08-06

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-7.49%

Shares309

Event2026-06-30

Filed2026-08-06

CPRT

COPART INC COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

CHUBB LIMITED COM

-10.31%

Shares87

Event2026-06-30

Filed2026-08-06

ABRDN PHYSICAL GOLD SHARES ETF

0.00%

Shares758

Event2026-06-30

Filed2026-08-06

RSG

REPUBLIC SVCS INC COM

1.52%

Shares134

Event2026-06-30

Filed2026-08-06

CDW

CDW CORP COM

1.00%

Shares202

Event2026-06-30

Filed2026-08-06

ARES MANAGEMENT CORPORATION CL A COM STK

29.44%

Shares255

Event2026-06-30

Filed2026-08-06

MIDD

MIDDLEBY CORP COM

0.00%

Shares165

Event2026-06-30

Filed2026-08-06

CPB

THE CAMPBELLS COMPANY COM

3.08%

Shares1.3K

Event2026-06-30

Filed2026-08-06

AKRE

AKRE FOCUS ETF

New

Shares528

Event2026-06-30

Filed2026-08-06

IUSV

ISHARES CORE S&P US VALUE ETF

0.00%

Shares250

Event2026-06-30

Filed2026-08-06

SNDK

SANDISK CORP COM

9.09%

Shares12

Event2026-06-30

Filed2026-08-06

ROK

ROCKWELL AUTOMATION INC COM

New

Shares55

Event2026-06-30

Filed2026-08-06

SUNCOR ENERGY INC NEW COM

New

Shares503

Event2026-06-30

Filed2026-08-06

DLN

WISDOMTREE U.S. LARGECAP DIVIDEND FUND

0.00%

Shares280

Event2026-06-30

Filed2026-08-06

ALTRIA GROUP INC COM

-7.65%

Shares374

Event2026-06-30

Filed2026-08-06

REX DRONE ETF

New

Shares1.2K

Event2026-06-30

Filed2026-08-06

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

86.00%

Shares279

Event2026-06-30

Filed2026-08-06

UNM

UNUM GROUP COM

33.63%

Shares298

Event2026-06-30

Filed2026-08-06

NUE

NUCOR CORP COM

1.74%

Shares117

Event2026-06-30

Filed2026-08-06

DOMINION ENERGY INC COM

-22.86%

Shares378

Event2026-06-30

Filed2026-08-06

AZO

AUTOZONE INC COM

0.00%

Shares8

Event2026-06-30

Filed2026-08-06

HIG

HARTFORD INSURANCE GROUP INC COM

1.60%

Shares191

Event2026-06-30

Filed2026-08-06

BMNR

BITMINE IMMERSION TECHS INC COM NEW

New

Shares1.9K

Event2026-06-30

Filed2026-08-06

ETR

ENTERGY CORP NEW COM

0.93%

Shares218

Event2026-06-30

Filed2026-08-06

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

-56.51%

Shares464

Event2026-06-30

Filed2026-08-06

VSCO

VICTORIAS SECRET AND CO COMMON STOCK

New

Shares295

Event2026-06-30

Filed2026-08-06

FDIS

FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF

New

Shares237

Event2026-06-30

Filed2026-08-06

LUMN

LUMEN TECHNOLOGIES INC COM

7.02%

Shares3.2K

Event2026-06-30

Filed2026-08-06

GNRC

GENERAC HLDGS INC COM

1.22%

Shares83

Event2026-06-30

Filed2026-08-06

PHILIP MORRIS INTL INC COM

-60.59%

Shares134

Event2026-06-30

Filed2026-08-06

FDMO

FIDELITY MOMENTUM FACTOR ETF

New

Shares244

Event2026-06-30

Filed2026-08-06

IEF

ISHARES 7-10 YEAR TREASURY BOND ETF

New

Shares254

Event2026-06-30

Filed2026-08-06

PSX

PHILLIPS 66 COM

-67.80%

Shares142

Event2026-06-30

Filed2026-08-06

SWK

STANLEY BLACK & DECKER INC COM

0.00%

Shares255

Event2026-06-30

Filed2026-08-06

FNY

FIRST TRUST MID CAP GROWTH ALPHADEX FUND

New

Shares214

Event2026-06-30

Filed2026-08-06

RUSHA

RUSH ENTERPRISES INC CL A

2.85%

Shares325

Event2026-06-30

Filed2026-08-06

SABS

SAB BIOTHERAPEUTICS INC COM NEW

0.00%

Shares5.9K

Event2026-06-30

Filed2026-08-06

ALLY FINL INC COM

1.01%

Shares502

Event2026-06-30

Filed2026-08-06

LULU

LULULEMON ATHLETICA INC COM

1.00%

Shares202

Event2026-06-30

Filed2026-08-06

TMC

TMC THE METALS COMPANY INC COM

0.00%

Shares5.2K

Event2026-06-30

Filed2026-08-06

PNC

PNC FINL SVCS GROUP INC COM

-75.13%

Shares93

Event2026-06-30

Filed2026-08-06

GXRP

GRAYSCALE XRP TRUST ETF

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

JHMM

JOHN HANCOCK MULTIFACTOR MID CAP ETF

0.00%

Shares297

Event2026-06-30

Filed2026-08-06

SNA

SNAP ON INC COM

1.85%

Shares55

Event2026-06-30

Filed2026-08-06

ZBH

ZIMMER BIOMET HOLDINGS INC COM

25.62%

Shares255

Event2026-06-30

Filed2026-08-06

WDC

WESTERN DIGITAL CORP COM

3.03%

Shares34

Event2026-06-30

Filed2026-08-06

TRMB

TRIMBLE INC COM

0.48%

Shares422

Event2026-06-30

Filed2026-08-06

CITIGROUP INC COM NEW

6.21%

Shares154

Event2026-06-30

Filed2026-08-06

VOOV

VANGUARD S&P 500 VALUE ETF

0.00%

Shares98

Event2026-06-30

Filed2026-08-06

ELV

ELEVANCE HEALTH INC FORMERLY A COM

1.85%

Shares55

Event2026-06-30

Filed2026-08-06

IDRV

ISHARES SELF-DRIVING EV & TECH ETF

0.73%

Shares555

Event2026-06-30

Filed2026-08-06

CRM

SALESFORCE INC COM

18.58%

Shares134

Event2026-06-30

Filed2026-08-06

SFL

SFL CORPORATION LTD SHS

0.00%

Shares2.0K

Event2026-06-30

Filed2026-08-06

PAYX

PAYCHEX INC COM

3.50%

Shares207

Event2026-06-30

Filed2026-08-06

ROYAL BK CDA COM

0.00%

Shares98

Event2026-06-30

Filed2026-08-06

TROW

PRICE T ROWE GROUP INC COM

137.33%

Shares178

Event2026-06-30

Filed2026-08-06

SNPS

SYNOPSYS INC COM

-4.26%

Shares45

Event2026-06-30

Filed2026-08-06

HYG

ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

1462.50%

Shares250

Event2026-06-30

Filed2026-08-06

AMERICAN AIRLINES GROUP INC COM

0.00%

Shares1.1K

Event2026-06-30

Filed2026-08-06

BBWI

BATH & BODY WORKS INC COM

New

Shares837

Event2026-06-30

Filed2026-08-06

WBD

WARNER BROS DISCOVERY INC COM SER A

36.47%

Shares726

Event2026-06-30

Filed2026-08-06

FEDEX FGHT HLDG CO INC COMMON STOCK

New

Shares124

Event2026-06-30

Filed2026-08-06

TTE

TOTALENERGIES SE ACT

32.22%

Shares238

Event2026-06-30

Filed2026-08-06

BMVP

INVESCO BLOOMBERG MVP MULTI-FACTOR ETF

0.00%

Shares360

Event2026-06-30

Filed2026-08-06

ZOETIS INC CL A

0.00%

Shares250

Event2026-06-30

Filed2026-08-06

SNX

TD SYNNEX CORPORATION COM

-49.24%

Shares67

Event2026-06-30

Filed2026-08-06

DURA

VANECK DURABLE HIGH DIVIDEND ETF

New

Shares475

Event2026-06-30

Filed2026-08-06

FTDS

FIRST TRUST DIVIDEND STRENGTH ETF

0.00%

Shares286

Event2026-06-30

Filed2026-08-06

OHI

OMEGA HEALTHCARE INVS INC COM

0.00%

Shares366

Event2026-06-30

Filed2026-08-06

VCR

VANGUARD CONSUMER DISCRETIONARY ETF

0.00%

Shares44

Event2026-06-30

Filed2026-08-06

PWV

INVESCO LARGE CAP VALUE ETF

0.00%

Shares229

Event2026-06-30

Filed2026-08-06

EZM

WISDOMTREE U.S. MIDCAP FUND

0.00%

Shares228

Event2026-06-30

Filed2026-08-06

ORLY

OREILLY AUTOMOTIVE INC COM

New

Shares187

Event2026-06-30

Filed2026-08-06

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

77.00%

Shares354

Event2026-06-30

Filed2026-08-06

NOBL

PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF

New

Shares302

Event2026-06-30

Filed2026-08-06

BBRE

JPMORGAN BETABUILDERS MSCI US REIT ETF

New

Shares158

Event2026-06-30

Filed2026-08-06

EES

WISDOMTREE U.S. SMALLCAP FUND

0.00%

Shares249

Event2026-06-30

Filed2026-08-06

LIN

LINDE PLC SHS

New

Shares32

Event2026-06-30

Filed2026-08-06

SOLS

SOLSTICE ADVANCED MATLS INC COM SHS

0.54%

Shares187

Event2026-06-30

Filed2026-08-06

SLYV

STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF

0.00%

Shares151

Event2026-06-30

Filed2026-08-06

SPHQ

INVESCO S&P 500 QUALITY ETF

0.00%

Shares183

Event2026-06-30

Filed2026-08-06

RBLX

ROBLOX CORP CL A

-0.33%

Shares302

Event2026-06-30

Filed2026-08-06

BTO

HANCOCK JOHN FINL OPPTYS SH BEN INT NEW

0.00%

Shares400

Event2026-06-30

Filed2026-08-06

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available