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The Analysis of Valmark Advisers, Inc.'s Holdings & P&L

Currently, Valmark Advisers, Inc. holds 675 types of securities in its portfolio with a total value $8.4B. In the most recent quarter, they have increased their positions in CGDG (+1.4M shares, valued at $48.6M), CGGR (+749.9K shares, valued at $30.1M), CGDV (+619.1K shares, valued at $26.3M); decreased their positions in EFA (-501.9K shares, valued at $48.8M), N/A (-77.8K shares, valued at $46.5M), AGG (-119.6K shares, valued at $11.9M); initiated new positions in TMSL (+102.5K shares, valued at $3.8M), DFIV (+67.2K shares, valued at $3.5M), JCPB (+54.8K shares, valued at $2.6M).

1M P&L

+169.9M+2.02%

3M P&L

+77.3M+0.91%

HY P&L

+571.7M+7.13%

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/A7.6B

95.7%

2Consumer Electronics52.4M

0.7%

3Semiconductors25.0M

0.3%

Top Industries by Stock Count

1N/A428 stocks

67.0%

2Software - Application9 stocks

1.4%

3Semiconductors9 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS12.2M shares1.85%2026-03-312026-05-01

SPYV SPDR SERIES TRUST9.0M shares2.93%2026-03-312026-05-01

SPYG SPDR SERIES TRUST4.9M shares4.79%2026-03-312026-05-01

SPMD SPDR SERIES TRUST7.2M shares2.46%2026-03-312026-05-01

VTIP VANGUARD MALVERN FDS7.1M shares5.33%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS501.7K shares-13.43%2026-03-312026-05-01

SPSB SPDR SERIES TRUST9.1M shares4.46%2026-03-312026-05-01

SPSM SPDR SERIES TRUST5.4M shares2.07%2026-03-312026-05-01

Sponsored

VWO VANGUARD INTL EQUITY INDEX F4.6M shares2.33%2026-03-312026-05-01

SPTM SPDR SERIES TRUST2.9M shares2.54%2026-03-312026-05-01

GUNR FLEXSHARES TR3.4M shares-4.67%2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS3.1M shares1.04%2026-03-312026-05-01

REET ISHARES TR6.5M shares3.13%2026-03-312026-05-01

USIG ISHARES TR3.0M shares2.09%2026-03-312026-05-01

EMXC ISHARES INC1.8M shares2.13%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS1.6M shares4.93%2026-03-312026-05-01

Sponsored

HYLB DBX ETF TR3.3M shares1.14%2026-03-312026-05-01

EMLC VANECK ETF TRUST4.5M shares2.80%2026-03-312026-05-01

SMLF ISHARES TR1.3M shares10.17%2026-03-312026-05-01

LQD ISHARES TR891.4K shares2.18%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR2.7M shares1.45%2026-03-312026-05-01

VMBS VANGUARD SCOTTSDALE FDS1.6M shares2.47%2026-03-312026-05-01

CGDG CAPITAL GROUP DIVIDEND GROWE2.1M shares186.08%2026-03-312026-05-01

VGSH VANGUARD SCOTTSDALE FDS1.3M shares-6.48%2026-03-312026-05-01

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE1.7M shares58.34%2026-03-312026-05-01

HYBB ISHARES TR1.5M shares5.18%2026-03-312026-05-01

IVW ISHARES TR593.5K shares-0.84%2026-03-312026-05-01

XSOE WISDOMTREE TR1.6M shares-3.78%2026-03-312026-05-01

CGGR CAPITAL GROUP GROWTH ETF1.6M shares85.88%2026-03-312026-05-01

IJH ISHARES TR900.7K shares-0.09%2026-03-312026-05-01

IVE ISHARES TR283.3K shares-0.82%2026-03-312026-05-01

WISDOMTREE TR WISDOMTREE TR2.4M shares5.72%2026-03-312026-05-01

Sponsored

CGCB CAPITAL GRP FIXED INCM ETF T2.1M shares82.53%2026-03-312026-05-01

AAPL APPLE INC206.6K shares-0.34%2026-03-312026-05-01

CGUS CAPITAL GROUP CORE EQUITY ET1.3M shares100.47%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F640.5K shares-0.47%2026-03-312026-05-01

CGCP CAPITAL GRP FIXED INCM ETF T2.1M shares98.96%2026-03-312026-05-01

JPST J P MORGAN EXCHANGE TRADED F907.3K shares0.59%2026-03-312026-05-01

VTI VANGUARD INDEX FDS133.0K shares3.68%2026-03-312026-05-01

IVV ISHARES TR64.7K shares0.34%2026-03-312026-05-01

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T1.5M shares135.93%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS263.0K shares7.65%2026-03-312026-05-01

BNDX VANGUARD CHARLOTTE FDS738.0K shares4.23%2026-03-312026-05-01

IJR ISHARES TR277.4K shares-3.73%2026-03-312026-05-01

ITOT ISHARES TR232.5K shares-1.17%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS153.7K shares0.46%2026-03-312026-05-01

EFA ISHARES TR319.4K shares-61.11%2026-03-312026-05-01

FLRN SPDR SERIES TRUST995.1K shares1.81%2026-03-312026-05-01

Sponsored

BINC BLACKROCK ETF TRUST II586.8K shares429.88%2026-03-312026-05-01

VXF VANGUARD INDEX FDS147.2K shares4.42%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL60.9K shares2.22%2026-03-312026-05-01

IUSG ISHARES TR187.9K shares-5.42%2026-03-312026-05-01

CGGO CAPITAL GROUP GBL GROWTH EQT841.1K shares11.28%2026-03-312026-05-01

DVY ISHARES TR181.5K shares1.33%2026-03-312026-05-01

IWY ISHARES TR105.9K shares3.26%2026-03-312026-05-01

SGOV ISHARES TR246.0K shares17.92%2026-03-312026-05-01

Sponsored

VCSH VANGUARD SCOTTSDALE FDS286.2K shares60.67%2026-03-312026-05-01

MSFT MICROSOFT CORP58.9K shares1.54%2026-03-312026-05-01

DWM WISDOMTREE TR309.5K shares0.66%2026-03-312026-05-01

RDVY FIRST TR EXCHANGE TRADED FD315.3K shares1.02%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS435.8K shares-0.83%2026-03-312026-05-01

VTV VANGUARD INDEX FDS100.4K shares24.18%2026-03-312026-05-01

FBND FIDELITY MERRIMACK STR TR405.3K shares7.75%2026-03-312026-05-01

FTGC FIRST TR EXCHANGE TRAD FD VI619.5K shares3.48%2026-03-312026-05-01

Sponsored

XLV SELECT SECTOR SPDR TR120.1K shares1.32%2026-03-312026-05-01

NVDA NVIDIA CORPORATION98.8K shares-3.88%2026-03-312026-05-01

SPEM SPDR INDEX SHS FDS365.1K shares-28.96%2026-03-312026-05-01

USMV ISHARES TR181.9K shares-15.29%2026-03-312026-05-01

STIP ISHARES TR153.9K shares0.18%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS158.6K shares-2.19%2026-03-312026-05-01

SPYM SPDR SERIES TRUST175.8K shares0.16%2026-03-312026-05-01

PVAL PUTNAM ETF TRUST288.4K shares173.46%2026-03-312026-05-01

Sponsored

AGG ISHARES TR127.7K shares-48.36%2026-03-312026-05-01

CGSD CAPITAL GRP FIXED INCM ETF T488.8K shares48.28%2026-03-312026-05-01

DES WISDOMTREE TR348.8K shares4.70%2026-03-312026-05-01

DEM WISDOMTREE TR249.4K shares3.40%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR196.9K shares-0.88%2026-03-312026-05-01

XOM EXXON MOBIL CORP69.2K shares-0.83%2026-03-312026-05-01

TDTT FLEXSHARES TR479.4K shares-0.28%2026-03-312026-05-01

FELG FIDELITY COVINGTON TRUST305.0K shares44.46%2026-03-312026-05-01

Sponsored

AMZN AMAZON COM INC54.8K shares2.63%2026-03-312026-05-01

DGRO ISHARES TR161.5K shares16.09%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO36.6K shares-10.93%2026-03-312026-05-01

VSS VANGUARD INTL EQUITY INDEX F73.4K shares3.38%2026-03-312026-05-01

VO VANGUARD INDEX FDS36.0K shares2.75%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T15.8K shares5.75%2026-03-312026-05-01

HDEF DBX ETF TR312.6K shares1.04%2026-03-312026-05-01

PG PROCTER & GAMBLE CO66.9K shares-0.99%2026-03-312026-05-01

Sponsored

MUB ISHARES TR89.5K shares11.00%2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS186.7K shares7.98%2026-03-312026-05-01

LGLV SPDR SERIES TRUST52.3K shares60.55%2026-03-312026-05-01

VB VANGUARD INDEX FDS35.5K shares1.27%2026-03-312026-05-01

SPBO SPDR SERIES TRUST308.6K shares-13.91%2026-03-312026-05-01

XLP SELECT SECTOR SPDR TR105.6K shares3.55%2026-03-312026-05-01

WMT WALMART INC68.8K shares6.99%2026-03-312026-05-01

SCHR SCHWAB STRATEGIC TR337.9K shares-16.88%2026-03-312026-05-01

Sponsored

CGCV CAPITAL GROUP CONSERVATIVE E280.7K shares19.97%2026-03-312026-05-01

BILS SPDR SERIES TRUST82.3K shares3.92%2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F144.4K shares130.21%2026-03-312026-05-01

GNR SPDR INDEX SHS FDS102.0K shares-0.46%2026-03-312026-05-01

NLR VANECK ETF TRUST56.4K shares2.65%2026-03-312026-05-01

HOLA J P MORGAN EXCHANGE TRADED F142.2K shares6.78%2026-03-312026-05-01

CGHM CAPITAL GRP FIXED INCM ETF T295.1K shares57.57%2026-03-312026-05-01

SCHB SCHWAB STRATEGIC TR288.2K shares1.11%2026-03-312026-05-01

Sponsored

ALPHABET INC ALPHABET INC24.0K shares4.91%2026-03-312026-05-01

IUSV ISHARES TR67.6K shares-4.14%2026-03-312026-05-01

DYNF BLACKROCK ETF TRUST116.9K shares17.57%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR11.5K shares3.09%2026-03-312026-05-01

DBMF LITMAN GREGORY FDS TR218.1K shares-53.61%2026-03-312026-05-01

EBND SPDR SERIES TRUST318.2K shares10.31%2026-03-312026-05-01

VT VANGUARD INTL EQUITY INDEX F45.4K shares13.85%2026-03-312026-05-01

TSLA TESLA INC16.8K shares4.61%2026-03-312026-05-01

Sponsored

XLU SELECT SECTOR SPDR TR134.9K shares27.76%2026-03-312026-05-01

SCHP SCHWAB STRATEGIC TR230.3K shares3.27%2026-03-312026-05-01

CGMM CAPITAL GROUP EQUITY ETF TR208.7K shares47.22%2026-03-312026-05-01

IWF ISHARES TR14.3K shares8.30%2026-03-312026-05-01

VXUS VANGUARD STAR FDS79.1K shares-0.12%2026-03-312026-05-01

VUG VANGUARD INDEX FDS13.8K shares7.40%2026-03-312026-05-01

ALPHABET INC ALPHABET INC20.8K shares-7.58%2026-03-312026-05-01

FV FIRST TR EXCHANGE TRADED FD98.7K shares-1.89%2026-03-312026-05-01

Sponsored

VOOG VANGUARD ADMIRAL FDS INC14.6K shares51.59%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON23.7K shares-0.51%2026-03-312026-05-01

IWD ISHARES TR26.6K shares2.02%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR227.2K shares-45.69%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR216.5K shares-0.31%2026-03-312026-05-01

CWI SPDR INDEX SHS FDS150.8K shares4.15%2026-03-312026-05-01

JAAA JANUS DETROIT STR TR107.8K shares25.07%2026-03-312026-05-01

FUTY FIDELITY COVINGTON TRUST91.4K shares0.26%2026-03-312026-05-01

Sponsored

CGBL CAPITAL GROUP CORE BALANCED156.0K shares31.58%2026-03-312026-05-01

MCD MCDONALDS CORP17.2K shares0.01%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR40.1K shares-14.95%2026-03-312026-05-01

LLY ELI LILLY & CO5.8K shares3.20%2026-03-312026-05-01

HYG ISHARES TR66.7K shares1.59%2026-03-312026-05-01

IVOO VANGUARD ADMIRAL FDS INC45.2K shares41.82%2026-03-312026-05-01

CGIE CAPITAL GROUP INTERNATIONAL152.4K shares37.12%2026-03-312026-05-01

EFG ISHARES TR46.1K shares0.87%2026-03-312026-05-01

Sponsored

IEFA ISHARES TR56.2K shares16.51%2026-03-312026-05-01

FPE FIRST TR EXCH TRADED FD III285.8K shares3.84%2026-03-312026-05-01

XT ISHARES TR74.4K shares3.87%2026-03-312026-05-01

IYW ISHARES TR27.4K shares10.29%2026-03-312026-05-01

SUB ISHARES TR45.9K shares7.45%2026-03-312026-05-01

HELO J P MORGAN EXCHANGE TRADED F75.7K shares523.84%2026-03-312026-05-01

RWO SPDR INDEX SHS FDS105.7K shares6.94%2026-03-312026-05-01

CGGE CAPITAL GROUP GLOBAL EQUITY155.2K shares37.79%2026-03-312026-05-01

Sponsored

META META PLATFORMS INC8.1K shares1.86%2026-03-312026-05-01

CMF ISHARES TR80.7K shares43.32%2026-03-312026-05-01

CGXU CAPITAL GROUP INTL FOCUS EQT153.6K shares3.95%2026-03-312026-05-01

IBDR ISHARES TR186.8K shares6.22%2026-03-312026-05-01

IBDS ISHARES TR186.1K shares8.70%2026-03-312026-05-01

IBD NORTHERN LTS FD TR IV186.5K shares-1.19%2026-03-312026-05-01

VDE VANGUARD WORLD FD25.4K shares0.44%2026-03-312026-05-01

IAGG ISHARES TR87.6K shares-0.34%2026-03-312026-05-01

Sponsored

IWL ISHARES TR26.9K shares-3.00%2026-03-312026-05-01

BIV VANGUARD BD INDEX FDS55.8K shares-1.20%2026-03-312026-05-01

OAIM UNIFIED SER TR99.1K shares1.74%2026-03-312026-05-01

VYMI VANGUARD WHITEHALL FDS45.2K shares9.77%2026-03-312026-05-01

IEMG ISHARES INC60.6K shares46.44%2026-03-312026-05-01

GLDM WORLD GOLD TR45.4K shares12.07%2026-03-312026-05-01

BLV VANGUARD BD INDEX FDS60.6K shares-4.34%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T21.4K shares8.36%2026-03-312026-05-01

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD43.3K shares-30.86%2026-03-312026-05-01

SPMB SPDR SERIES TRUST174.3K shares12.67%2026-03-312026-05-01

FVD FIRST TR EXCHANGE-TRADED FD82.6K shares-7.17%2026-03-312026-05-01

HD HOME DEPOT INC11.8K shares-0.39%2026-03-312026-05-01

IBDT ISHARES TR148.8K shares6.37%2026-03-312026-05-01

VUSB VANGUARD BD INDEX FDS75.6K shares31.07%2026-03-312026-05-01

TMSL T ROWE PRICE ETF INC102.5K sharesnew addition2026-03-312026-05-01

SCHA SCHWAB STRATEGIC TR128.7K shares2.63%2026-03-312026-05-01

Sponsored

VOOV VANGUARD ADMIRAL FDS INC18.3K shares-1.51%2026-03-312026-05-01

FHLC FIDELITY COVINGTON TRUST52.8K shares3.52%2026-03-312026-05-01

GLTR ABRDN PRECIOUS METALS BASKET16.8K shares2.09%2026-03-312026-05-01

IQLT ISHARES TR78.3K shares43.57%2026-03-312026-05-01

DFIV DIMENSIONAL ETF TRUST67.2K sharesnew addition2026-03-312026-05-01

CVX CHEVRON CORPORATION17.1K shares-1.38%2026-03-312026-05-01

SCHM SCHWAB STRATEGIC TR114.2K shares3.21%2026-03-312026-05-01

NEE NEXTERA ENERGY INC37.3K shares2.85%2026-03-312026-05-01

Sponsored

PULS PGIM ETF TR69.2K shares47.70%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC28.3K shares4.12%2026-03-312026-05-01

IBDU ISHARES TR146.1K shares10.58%2026-03-312026-05-01

FNDX SCHWAB STRATEGIC TR121.4K shares15.25%2026-03-312026-05-01

VIOO VANGUARD ADMIRAL FDS INC29.4K shares-1.45%2026-03-312026-05-01

ESGV VANGUARD WORLD FD30.0K shares5.30%2026-03-312026-05-01

ISTB ISHARES TR68.8K shares12.33%2026-03-312026-05-01

CSCO CISCO SYS INC42.7K shares0.93%2026-03-312026-05-01

Sponsored

MTUM ISHARES TR13.7K shares-0.09%2026-03-312026-05-01

MGC VANGUARD WORLD FD13.9K shares-4.28%2026-03-312026-05-01

CAT CATERPILLAR INC4.6K shares7.74%2026-03-312026-05-01

USTB VICTORY PORTFOLIOS II63.9K shares11.55%2026-03-312026-05-01

AMGN AMGEN INC8.7K shares1.55%2026-03-312026-05-01

GLD SPDR GOLD TR7.1K shares22.17%2026-03-312026-05-01

IXUS ISHARES TR34.6K shares3.21%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE10.4K shares0.60%2026-03-312026-05-01

Sponsored

EEM ISHARES TR51.9K shares0.26%2026-03-312026-05-01

MGK VANGUARD WORLD FD8.0K shares-0.26%2026-03-312026-05-01

IWR ISHARES TR29.7K shares8.88%2026-03-312026-05-01

IBTG ISHARES TR125.8K shares-0.94%2026-03-312026-05-01

PMAR INNOVATOR ETFS TRUST64.5K shares15.38%2026-03-312026-05-01

KO COCA COLA CO37.8K shares-3.36%2026-03-312026-05-01

IBTH ISHARES TR127.0K shares2.55%2026-03-312026-05-01

HYS PIMCO ETF TR30.0K shares10.81%2026-03-312026-05-01

Sponsored

UNP UNION PAC CORP11.4K shares-1.61%2026-03-312026-05-01

PEP PEPSICO INC17.4K shares-0.35%2026-03-312026-05-01

LOW LOWES COS INC11.4K shares2.28%2026-03-312026-05-01

IBDV ISHARES TR122.4K shares16.46%2026-03-312026-05-01

FTSL FIRST TR EXCHANGE-TRADED FD59.7K shares21.63%2026-03-312026-05-01

COWZ PACER FDS TR42.3K shares16.72%2026-03-312026-05-01

BROADCOM INC BROADCOM INC8.5K shares10.46%2026-03-312026-05-01

CGMU CAPITAL GRP FIXED INCM ETF T96.3K shares35.07%2026-03-312026-05-01

Sponsored

VHT VANGUARD WORLD FD9.6K shares-3.23%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND13.1K shares-0.65%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION2.6K shares4.05%2026-03-312026-05-01

JCPB J P MORGAN EXCHANGE TRADED F54.8K sharesnew addition2026-03-312026-05-01

BND VANGUARD BD INDEX FDS35.0K shares-1.24%2026-03-312026-05-01

JEPQ J P MORGAN EXCHANGE TRADED F46.3K shares17.08%2026-03-312026-05-01

SCHZ SCHWAB STRATEGIC TR110.2K shares-9.50%2026-03-312026-05-01

HDV ISHARES TR18.8K shares-6.01%2026-03-312026-05-01

Sponsored

GEV GE VERNOVA INC2.9K shares3.33%2026-03-312026-05-01

PTL NORTHERN LTS FD TR IV10.1K shares2.58%2026-03-312026-05-01

SCHO SCHWAB STRATEGIC TR104.0K shares25.38%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN12.1K shares-0.51%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC9.5K shares-0.67%2026-03-312026-05-01

RTX RTX CORPORATION12.7K shares7.74%2026-03-312026-05-01

ELCV STRATEGY SHS84.0K shares6.23%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.0K shares0.46%2026-03-312026-05-01

Sponsored

ABBV ABBVIE INC11.0K shares-2.10%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC6.7K shares8.87%2026-03-312026-05-01

ADI ANALOG DEVICES INC7.5K shares0.25%2026-03-312026-05-01

V VISA INC7.9K shares2.11%2026-03-312026-05-01

OUNZ VANECK MERK GOLD ETF52.5K shares26.61%2026-03-312026-05-01

GOVT ISHARES TR102.8K shares1.25%2026-03-312026-05-01

BUFG FIRST TR EXCHNG TRADED FD VI84.0K shares102.90%2026-03-312026-05-01

IBDW ISHARES TR107.2K shares9.26%2026-03-312026-05-01

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QUAL ISHARES TR11.5K shares24.04%2026-03-312026-05-01

HYD VANECK ETF TRUST44.1K shares6.87%2026-03-312026-05-01

FRDM EA SERIES TRUST40.0K sharesnew addition2026-03-312026-05-01

IWM ISHARES TR8.8K shares1.71%2026-03-312026-05-01

EME EMCOR GROUP INC2.9K shares12.26%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP3.6K shares-0.55%2026-03-312026-05-01

FESM FIDELITY COVINGTON TRUST56.9K shares91.07%2026-03-312026-05-01

SLYV SPDR SERIES TRUST22.5K shares-3.11%2026-03-312026-05-01

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HEFA ISHARES TR49.7K shares3.52%2026-03-312026-05-01

SCHE SCHWAB STRATEGIC TR63.6K shares-6.04%2026-03-312026-05-01

IBMO ISHARES TR81.4K shares9.38%2026-03-312026-05-01

LINDE PLC LINDE PLC4.2K shares0.53%2026-03-312026-05-01

UITB VICTORY PORTFOLIOS II42.7K shares18.05%2026-03-312026-05-01

IBMQ ISHARES TR78.2K shares7.20%2026-03-312026-05-01

ICSH ISHARES TR38.8K shares-2.02%2026-03-312026-05-01

IBMP ISHARES TR76.9K shares7.69%2026-03-312026-05-01

Sponsored

AFL AFLAC INC17.7K shares-0.42%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC5.7K shares-1.11%2026-03-312026-05-01

VGT VANGUARD WORLD FD2.7K shares0.00%2026-03-312026-05-01

MDY STATE STR SPDR S&P MIDCAP 403.1K shares-1.47%2026-03-312026-05-01

ABT ABBOTT LABORATORIES18.2K shares-1.42%2026-03-312026-05-01

CB CHUBB LTD SWITZ5.7K shares-5.36%2026-03-312026-05-01

SDY SPDR SERIES TRUST12.8K shares1.19%2026-03-312026-05-01

NFLX NETFLIX INC.19.3K shares-16.57%2026-03-312026-05-01

Sponsored

KEY KEYCORP91.5K shares0.00%2026-03-312026-05-01

PUTNAM ETF TRUST PUTNAM ETF TRUST209.5K shares0.69%2026-03-312026-05-01

SHY ISHARES TR22.0K shares414.67%2026-03-312026-05-01

LHX L3HARRIS TECHNOLOGIES INC5.2K shares1.82%2026-03-312026-05-01

IBMR ISHARES TR71.4K shares8.64%2026-03-312026-05-01

FQAL FIDELITY COVINGTON TRUST24.9K shares24.84%2026-03-312026-05-01

TPSC TIMOTHY PLAN42.6K shares2.76%2026-03-312026-05-01

MA MASTERCARD INCORPORATED3.6K shares-2.65%2026-03-312026-05-01

Sponsored

FCOR FIDELITY MERRIMACK STR TR38.0K shares-0.94%2026-03-312026-05-01

GWX SPDR INDEX SHS FDS42.1K shares0.21%2026-03-312026-05-01

IBTI ISHARES TR79.5K shares-1.70%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS7.3K shares-4.04%2026-03-312026-05-01

JPIB J P MORGAN EXCHANGE TRADED F36.6K shares56.06%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND3.7K shares0.81%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP5.8K shares0.52%2026-03-312026-05-01

STRATEGY SHS STRATEGY SHS71.8K shares3.45%2026-03-312026-05-01

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CGNG CAPITAL GROUP NEW GEOGRAPHY52.8K shares70.94%2026-03-312026-05-01

JHMM JOHN HANCOCK EXCHANGE TRADED24.7K shares-18.82%2026-03-312026-05-01

BOND PIMCO ETF TR17.9K shares17.11%2026-03-312026-05-01

PAUG INNOVATOR ETFS TRUST38.5K shares-12.13%2026-03-312026-05-01

IBTJ ISHARES TR74.8K shares-1.86%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR55.3K shares10.89%2026-03-312026-05-01

XLY SELECT SECTOR SPDR TR14.6K shares-1.48%2026-03-312026-05-01

IJJ ISHARES TR11.8K shares0.41%2026-03-312026-05-01

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UNH UNITEDHEALTH GROUP INC5.7K shares-1.46%2026-03-312026-05-01

FDVV FIDELITY COVINGTON TRUST27.7K shares-63.31%2026-03-312026-05-01

MUNI PIMCO ETF TR29.2K shares0.00%2026-03-312026-05-01

BK BANK NEW YORK MELLON CORP12.7K shares-1.36%2026-03-312026-05-01

CGIB CAPITAL GRP FIXED INCM ETF T59.5K shares46.28%2026-03-312026-05-01

TD TORONTO DOMINION BK ONT16.1K shares0.77%2026-03-312026-05-01

VNQI VANGUARD INTL EQUITY INDEX F33.4K shares-13.97%2026-03-312026-05-01

IVVB BLACKROCK ETF TRUST II46.3K shares11.38%2026-03-312026-05-01

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WM WASTE MGMT INC DEL6.2K shares17.02%2026-03-312026-05-01

FNDB SCHWAB STRATEGIC TR52.2K shares30.13%2026-03-312026-05-01

IYH ISHARES TR22.9K shares-5.18%2026-03-312026-05-01

D DOMINION ENERGY INC22.8K shares0.66%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW10.7K shares-6.87%2026-03-312026-05-01

SFLR INNOVATOR ETFS TRUST39.7K shares532.81%2026-03-312026-05-01

SCHJ SCHWAB STRATEGIC TR56.6K shares4.48%2026-03-312026-05-01

INTU INTUIT3.2K shares-0.31%2026-03-312026-05-01

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JMST J P MORGAN EXCHANGE TRADED F27.2K shares3.89%2026-03-312026-05-01

ACWV ISHARES INC11.6K shares-43.37%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC6.8K shares5.50%2026-03-312026-05-01

MTB M & T BK CORP6.7K shares176.72%2026-03-312026-05-01

DSI ISHARES TR11.3K shares12.64%2026-03-312026-05-01

DE DEERE & CO2.4K shares-1.22%2026-03-312026-05-01

CINF CINCINNATI FINL CORP8.6K shares1.09%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC9.2K shares-2.36%2026-03-312026-05-01

Sponsored

AVEM AMERICAN CENTY ETF TR16.6K shares-7.82%2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC1.4K shares-0.50%2026-03-312026-05-01

SCHH SCHWAB STRATEGIC TR61.7K shares-2.19%2026-03-312026-05-01

FDLS NORTHERN LTS FD TR IV35.8K shares1.58%2026-03-312026-05-01

KLAC KLA CORP893 shares8.77%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC26.1K shares0.07%2026-03-312026-05-01

IWB ISHARES TR3.7K shares0.05%2026-03-312026-05-01

FLOT ISHARES TR25.2K shares-4.29%2026-03-312026-05-01

Sponsored

CSX CSX CORP31.1K shares0.82%2026-03-312026-05-01

SO SOUTHERN CO13.2K shares-8.32%2026-03-312026-05-01

VSGX VANGUARD WORLD FD17.7K shares20.75%2026-03-312026-05-01

DIS DISNEY WALT CO12.8K shares3.36%2026-03-312026-05-01

VTEC VANGUARD CALIF TAX FREE FDS12.4K shares59.10%2026-03-312026-05-01

IDXX IDEXX LABS INC2.2K shares13.49%2026-03-312026-05-01

BSY BENTLEY SYS INC35.0K shares0.00%2026-03-312026-05-01

EMR EMERSON ELEC CO9.3K shares5.31%2026-03-312026-05-01

Sponsored

NVS NOVARTIS AG8.0K shares-9.37%2026-03-312026-05-01

XLF SELECT SECTOR SPDR TR24.6K shares-7.03%2026-03-312026-05-01

EVSM MORGAN STANLEY ETF TRUST24.2K shares394.45%2026-03-312026-05-01

CALF PACER FDS TR27.0K shares21.49%2026-03-312026-05-01

NOBL PROSHARES TR11.3K shares0.63%2026-03-312026-05-01

FEGE RBB FUND TRUST25.4K shares26.61%2026-03-312026-05-01

IBTK ISHARES TR60.0K shares3.52%2026-03-312026-05-01

DFAS DIMENSIONAL ETF TRUST16.6K shares-6.49%2026-03-312026-05-01

Sponsored

IBTL ISHARES TR57.5K shares3.68%2026-03-312026-05-01

FVAL FIDELITY COVINGTON TRUST16.4K shares0.43%2026-03-312026-05-01

JGRO J P MORGAN EXCHANGE TRADED F13.4K shares21.01%2026-03-312026-05-01

IUSB ISHARES TR24.4K shares4.03%2026-03-312026-05-01

PFE PFIZER INC39.4K shares-1.19%2026-03-312026-05-01

PSX PHILLIPS 666.0K shares-3.23%2026-03-312026-05-01

ISHARES TR ISHARES TR35.6K shares0.00%2026-03-312026-05-01

POCT INNOVATOR ETFS TRUST25.2K shares-4.05%2026-03-312026-05-01

Sponsored

GBIL GOLDMAN SACHS ETF TR10.8K shares17.16%2026-03-312026-05-01

AMAT APPLIED MATLS INC3.1K shares17.47%2026-03-312026-05-01

BAC BANK AMERICA CORP21.8K shares12.83%2026-03-312026-05-01

AFG AMERICAN FINANCIAL GROUP INC8.3K shares1.03%2026-03-312026-05-01

HON HONEYWELL INTL INC4.7K shares-2.03%2026-03-312026-05-01

ULST SSGA ACTIVE ETF TR26.0K shares-2.54%2026-03-312026-05-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC9.1K shares-0.15%2026-03-312026-05-01

GLW CORNING INC7.7K shares1.94%2026-03-312026-05-01

Sponsored

ORCL ORACLE CORP7.0K shares-11.84%2026-03-312026-05-01

TOTL SSGA ACTIVE ETF TR26.0K shares23.81%2026-03-312026-05-01

NKE NIKE INC19.3K shares-7.82%2026-03-312026-05-01

IGE ISHARES TR15.9K shares-8.83%2026-03-312026-05-01

PMAY INNOVATOR ETFS TRUST25.1K shares-27.69%2026-03-312026-05-01

BUFD FIRST TR EXCHNG TRADED FD VI35.5K shares84.58%2026-03-312026-05-01

VFH VANGUARD WORLD FD8.1K shares3.97%2026-03-312026-05-01

NOW SERVICENOW INC9.4K shares0.61%2026-03-312026-05-01

Sponsored

CALI BLACKROCK ETF TRUST II19.4K shares30.38%2026-03-312026-05-01

T AT&T INC33.5K shares1.97%2026-03-312026-05-01

SHOP SHOPIFY INC8.1K shares-3.49%2026-03-312026-05-01

SPIB SPDR SERIES TRUST28.6K shares4.61%2026-03-312026-05-01

FEBM FIRST TR EXCHNG TRADED FD VI31.5K shares0.00%2026-03-312026-05-01

NFLT ETFIS SER TR I42.0K shares7.35%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO11.0K shares7.47%2026-03-312026-05-01

GLRY NORTHERN LTS FD TR IV25.2K shares2.23%2026-03-312026-05-01

Sponsored

PJAN INNOVATOR ETFS TRUST20.1K shares-11.81%2026-03-312026-05-01

TDTF FLEXSHARES TR38.0K shares3.78%2026-03-312026-05-01

DFEM DIMENSIONAL ETF TRUST26.4K sharesnew addition2026-03-312026-05-01

PAPR INNOVATOR ETFS TRUST22.9K shares-40.39%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC5.5K shares-1.12%2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I3.1K shares5.11%2026-03-312026-05-01

MPC MARATHON PETE CORP3.7K shares-0.59%2026-03-312026-05-01

SLV ISHARES SILVER TR13.2K shares-21.22%2026-03-312026-05-01

Sponsored

ISHARES GOLD TR ISHARES GOLD TR10.2K shares3.12%2026-03-312026-05-01

CSHI NEOS ETF TRUST17.8K sharesnew addition2026-03-312026-05-01

PDEC INNOVATOR ETFS TRUST20.7K shares-19.86%2026-03-312026-05-01

OAEM UNIFIED SER TR21.8K shares1.18%2026-03-312026-05-01

VAW VANGUARD WORLD FD3.9K shares-1.02%2026-03-312026-05-01

PAYX PAYCHEX INC9.5K shares-3.13%2026-03-312026-05-01

FITB FIFTH THIRD BANCORP18.8K shares4.25%2026-03-312026-05-01

SLYG SPDR SERIES TRUST9.0K shares2.79%2026-03-312026-05-01

Sponsored

MCK MCKESSON CORP992 shares27.51%2026-03-312026-05-01

ASML ASML HLDG NV648 shares12.50%2026-03-312026-05-01

IDV ISHARES TR19.9K shares0.03%2026-03-312026-05-01

DOV DOVER CORP4.0K shares0.00%2026-03-312026-05-01

VDC VANGUARD WORLD FD3.7K shares12.67%2026-03-312026-05-01

MAR MARRIOTT INTL INC NEW2.5K shares-0.39%2026-03-312026-05-01

SYK STRYKER CORPORATION2.5K shares6.77%2026-03-312026-05-01

HBAN HUNTINGTON BANCSHARES INC52.6K shares4.57%2026-03-312026-05-01

Sponsored

BWA BORGWARNER INC14.9K sharesnew addition2026-03-312026-05-01

FENY FIDELITY COVINGTON TRUST23.6K shares0.00%2026-03-312026-05-01

JHID JOHN HANCOCK EXCHANGE TRADED19.7K shares3.08%2026-03-312026-05-01

FDMO FIDELITY COVINGTON TRUST9.9K shares96.47%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC3.8K shares-2.92%2026-03-312026-05-01

CRM SALESFORCE INC4.2K shares-1.59%2026-03-312026-05-01

IYF ISHARES TR6.7K shares-0.21%2026-03-312026-05-01

IEI ISHARES TR6.6K shares0.92%2026-03-312026-05-01

Sponsored

LQDA LIQUIDIA CORPORATION20.5K shares10.22%2026-03-312026-05-01

DGRW WISDOMTREE TR8.8K shares0.00%2026-03-312026-05-01

FDX FEDEX CORP2.2K shares-0.41%2026-03-312026-05-01

IBMS ISHARES TR29.6K shares8.02%2026-03-312026-05-01

FTEC FIDELITY COVINGTON TRUST3.6K shares-2.62%2026-03-312026-05-01

IBMT ISHARES TR29.4K shares7.19%2026-03-312026-05-01

USB US BANCORP14.5K shares-3.33%2026-03-312026-05-01

PFEB INNOVATOR ETFS TRUST18.7K shares-2.66%2026-03-312026-05-01

Sponsored

AVUV AMERICAN CENTY ETF TR6.8K shares83.78%2026-03-312026-05-01

IWV ISHARES TR2.0K shares42.20%2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR4.6K shares-16.30%2026-03-312026-05-01

IWMI NEOS ETF TRUST15.5K sharesnew addition2026-03-312026-05-01

AOR ISHARES TR11.0K shares82.61%2026-03-312026-05-01

WFC WELLS FARGO & CO8.9K shares-9.12%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC2.1K shares41.92%2026-03-312026-05-01

PGR PROGRESSIVE CORP3.5K shares-7.68%2026-03-312026-05-01

Sponsored

MS MORGAN STANLEY4.2K shares8.78%2026-03-312026-05-01

PPA INVESCO EXCHANGE TRADED FD T4.1K shares9.17%2026-03-312026-05-01

FLGV FRANKLIN TEMPLETON ETF TR32.6K shares-2.07%2026-03-312026-05-01

MMM 3M CO4.6K shares-1.21%2026-03-312026-05-01

WTAI WISDOMTREE TR23.1K shares42.64%2026-03-312026-05-01

IGM ISHARES TR5.5K shares-2.11%2026-03-312026-05-01

BA BOEING CO3.3K shares0.74%2026-03-312026-05-01

TGT TARGET CORP5.3K shares0.07%2026-03-312026-05-01

Sponsored

TJX TJX COS INC NEW4.1K shares5.25%2026-03-312026-05-01

IWP ISHARES TR5.0K shares-0.98%2026-03-312026-05-01

BIL SPDR SERIES TRUST7.0K shares109.63%2026-03-312026-05-01

VPU VANGUARD WORLD FD3.2K shares-8.55%2026-03-312026-05-01

CELESTICA INC CELESTICA INC2.3K shares79.49%2026-03-312026-05-01

CNI CANADIAN NATL RY CO6.2K shares0.00%2026-03-312026-05-01

WMB WILLIAMS COS INC8.7K shares24.07%2026-03-312026-05-01

XLRE SELECT SECTOR SPDR TR15.5K shares3.45%2026-03-312026-05-01

Sponsored

MINT PIMCO ETF TR6.3K shares26.68%2026-03-312026-05-01

FLHY FRANKLIN TEMPLETON ETF TR25.8K shares-2.78%2026-03-312026-05-01

PYLD PIMCO ETF TR23.7K shares52.07%2026-03-312026-05-01

IBDX ISHARES TR24.4K shares26.88%2026-03-312026-05-01

XHLF BONDBLOXX ETF TRUST12.1K shares20.17%2026-03-312026-05-01

URI UNITED RENTALS INC834 shares-3.47%2026-03-312026-05-01

PSLV SPROTT ASSET MANAGEMENT LP24.7K shares63.46%2026-03-312026-05-01

DLN WISDOMTREE TR6.7K shares15.94%2026-03-312026-05-01

Sponsored

MDYG SPDR SERIES TRUST6.2K shares0.29%2026-03-312026-05-01

WELL WELLTOWER INC3.0K shares-0.17%2026-03-312026-05-01

AIQ GLOBAL X FDS12.5K shares31.82%2026-03-312026-05-01

AOA ISHARES TR6.6K shares24.91%2026-03-312026-05-01

FTSM FIRST TR EXCHANGE-TRADED FD9.7K shares-14.28%2026-03-312026-05-01

ES EVERSOURCE ENERGY8.4K shares0.00%2026-03-312026-05-01

ETFS GOLD TR ETFS GOLD TR12.9K shares0.00%2026-03-312026-05-01

COP CONOCOPHILLIPS4.3K shares11.69%2026-03-312026-05-01

Sponsored

ESGU ISHARES TR4.0K shares1.08%2026-03-312026-05-01

PSEP INNOVATOR ETFS TRUST13.2K shares-36.27%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO1.9K shares1.90%2026-03-312026-05-01

IBDY ISHARES TR22.0K shares29.90%2026-03-312026-05-01

DFAC DIMENSIONAL ETF TRUST14.3K shares0.01%2026-03-312026-05-01

IEF ISHARES TR5.8K shares78.00%2026-03-312026-05-01

BNDW VANGUARD SCOTTSDALE FDS8.1K shares5.76%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC1.2K shares8.93%2026-03-312026-05-01

Sponsored

FPX FIRST TR EXCHANGE-TRADED FD3.5K shares0.00%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC5.9K shares-14.87%2026-03-312026-05-01

IBDZ ISHARES TR20.9K shares34.83%2026-03-312026-05-01

CGIC CAPITAL GROUP INTERNATIONAL16.4K sharesnew addition2026-03-312026-05-01

TFLO ISHARES TR10.7K shares-13.21%2026-03-312026-05-01

SCHY SCHWAB STRATEGIC TR17.0K sharesnew addition2026-03-312026-05-01

BYLD ISHARES TR23.9K shares7.57%2026-03-312026-05-01

ICVT ISHARES TR5.2K shares26.82%2026-03-312026-05-01

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD27.0K shares30.67%2026-03-312026-05-01

KR KROGER CO7.2K shares-7.37%2026-03-312026-05-01

MSI MOTOROLA SOLUTIONS INC1.2K shares11.43%2026-03-312026-05-01

VBR VANGUARD INDEX FDS2.4K shares0.93%2026-03-312026-05-01

CRL CHARLES RIV LABS INTL INC3.0K shares0.00%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC611 shares64.69%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC1.0K shares-4.08%2026-03-312026-05-01

EOG EOG RES INC3.5K shares9.50%2026-03-312026-05-01

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USXF ISHARES TR9.1K shares14.08%2026-03-312026-05-01

UJAN INNOVATOR ETFS TRUST11.7K shares0.00%2026-03-312026-05-01

IDEV ISHARES TR6.0K shares23.24%2026-03-312026-05-01

EW EDWARDS LIFESCIENCES CORP6.2K shares18.98%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC5.7K shares20.54%2026-03-312026-05-01

DHR DANAHER CORP DEL2.6K shares4.56%2026-03-312026-05-01

PAVE GLOBAL X FDS9.6K shares-2.07%2026-03-312026-05-01

VIOV VANGUARD ADMIRAL FDS INC4.7K shares7.67%2026-03-312026-05-01

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SBFG SB FINL GROUP INC22.9K shares0.73%2026-03-312026-05-01

FIX COMFORT SYS USA INC348 sharesnew addition2026-03-312026-05-01

BSCS INVESCO EXCH TRD SLF IDX FD23.3K shares42.60%2026-03-312026-05-01

CMI CUMMINS INC877 shares1.86%2026-03-312026-05-01

BSCR INVESCO EXCH TRD SLF IDX FD24.0K shares35.16%2026-03-312026-05-01

SMH VANECK ETF TRUST1.2K shares-3.91%2026-03-312026-05-01

ACWX ISHARES TR6.9K shares-0.35%2026-03-312026-05-01

GPC GENUINE PARTS CO4.4K shares-4.00%2026-03-312026-05-01

Sponsored

DFAT DIMENSIONAL ETF TRUST7.4K shares25.74%2026-03-312026-05-01

CRS CARPENTER TECHNOLOGY CORP1.2K sharesnew addition2026-03-312026-05-01

IWN ISHARES TR2.4K shares2.32%2026-03-312026-05-01

SCHI SCHWAB STRATEGIC TR20.3K shares0.00%2026-03-312026-05-01

GILD GILEAD SCIENCES INC3.3K shares4.12%2026-03-312026-05-01

TFC TRUIST FINL CORP9.9K shares-0.91%2026-03-312026-05-01

BDX BECTON DICKINSON & CO2.9K shares8.19%2026-03-312026-05-01

IWO ISHARES TR1.4K shares0.77%2026-03-312026-05-01

Sponsored

HWM HOWMET AEROSPACE INC2.0K shares85.97%2026-03-312026-05-01

CENCORA INC CENCORA INC1.4K shares21.22%2026-03-312026-05-01

TXN TEXAS INSTRS INC2.3K shares7.40%2026-03-312026-05-01

CAH CARDINAL HEALTH INC2.1K shares25.34%2026-03-312026-05-01

EMTL SSGA ACTIVE TR10.5K shares-1.19%2026-03-312026-05-01

JCI JOHNSON CONTROLS INTERNATION3.4K sharesnew addition2026-03-312026-05-01

CME CME GROUP INC1.5K shares-0.60%2026-03-312026-05-01

ONEY SPDR SERIES TRUST3.6K shares3.22%2026-03-312026-05-01

Sponsored

PRU PRUDENTIAL FINL INC4.4K shares59.20%2026-03-312026-05-01

CHD CHURCH & DWIGHT CO INC4.6K shares-8.49%2026-03-312026-05-01

MDYV SPDR SERIES TRUST5.0K shares-6.99%2026-03-312026-05-01

QCOM QUALCOMM INC3.3K shares5.88%2026-03-312026-05-01

VEA

VANGUARD TAX-MANAGED FDS

1.85%

Shares12.2M

Event2026-03-31

Filed2026-05-01

SPYV

SPDR SERIES TRUST

2.93%

Shares9.0M

Event2026-03-31

Filed2026-05-01

SPYG

SPDR SERIES TRUST

4.79%

Shares4.9M

Event2026-03-31

Filed2026-05-01

SPMD

SPDR SERIES TRUST

2.46%

Shares7.2M

Event2026-03-31

Filed2026-05-01

VTIP

VANGUARD MALVERN FDS

5.33%

Shares7.1M

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

-13.43%

Shares501.7K

Event2026-03-31

Filed2026-05-01

SPSB

SPDR SERIES TRUST

4.46%

Shares9.1M

Event2026-03-31

Filed2026-05-01

SPSM

SPDR SERIES TRUST

2.07%

Shares5.4M

Event2026-03-31

Filed2026-05-01

VWO

VANGUARD INTL EQUITY INDEX F

2.33%

Shares4.6M

Event2026-03-31

Filed2026-05-01

SPTM

SPDR SERIES TRUST

2.54%

Shares2.9M

Event2026-03-31

Filed2026-05-01

GUNR

FLEXSHARES TR

-4.67%

Shares3.4M

Event2026-03-31

Filed2026-05-01

VGIT

VANGUARD SCOTTSDALE FDS

1.04%

Shares3.1M

Event2026-03-31

Filed2026-05-01

REET

ISHARES TR

3.13%

Shares6.5M

Event2026-03-31

Filed2026-05-01

USIG

ISHARES TR

2.09%

Shares3.0M

Event2026-03-31

Filed2026-05-01

EMXC

ISHARES INC

2.13%

Shares1.8M

Event2026-03-31

Filed2026-05-01

BSV

VANGUARD BD INDEX FDS

4.93%

Shares1.6M

Event2026-03-31

Filed2026-05-01

HYLB

DBX ETF TR

1.14%

Shares3.3M

Event2026-03-31

Filed2026-05-01

EMLC

VANECK ETF TRUST

2.80%

Shares4.5M

Event2026-03-31

Filed2026-05-01

SMLF

ISHARES TR

10.17%

Shares1.3M

Event2026-03-31

Filed2026-05-01

LQD

ISHARES TR

2.18%

Shares891.4K

Event2026-03-31

Filed2026-05-01

SCHD

SCHWAB STRATEGIC TR

1.45%

Shares2.7M

Event2026-03-31

Filed2026-05-01

VMBS

VANGUARD SCOTTSDALE FDS

2.47%

Shares1.6M

Event2026-03-31

Filed2026-05-01

CGDG

CAPITAL GROUP DIVIDEND GROWE

186.08%

Shares2.1M

Event2026-03-31

Filed2026-05-01

VGSH

VANGUARD SCOTTSDALE FDS

-6.48%

Shares1.3M

Event2026-03-31

Filed2026-05-01

CGDV

CAPITAL GROUP DIVIDEND VALUE

58.34%

Shares1.7M

Event2026-03-31

Filed2026-05-01

HYBB

ISHARES TR

5.18%

Shares1.5M

Event2026-03-31

Filed2026-05-01

IVW

ISHARES TR

-0.84%

Shares593.5K

Event2026-03-31

Filed2026-05-01

XSOE

WISDOMTREE TR

-3.78%

Shares1.6M

Event2026-03-31

Filed2026-05-01

CGGR

CAPITAL GROUP GROWTH ETF

85.88%

Shares1.6M

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

-0.09%

Shares900.7K

Event2026-03-31

Filed2026-05-01

IVE

ISHARES TR

-0.82%

Shares283.3K

Event2026-03-31

Filed2026-05-01

WISDOMTREE TR

5.72%

Shares2.4M

Event2026-03-31

Filed2026-05-01

CGCB

CAPITAL GRP FIXED INCM ETF T

82.53%

Shares2.1M

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-0.34%

Shares206.6K

Event2026-03-31

Filed2026-05-01

CGUS

CAPITAL GROUP CORE EQUITY ET

100.47%

Shares1.3M

Event2026-03-31

Filed2026-05-01

VEU

VANGUARD INTL EQUITY INDEX F

-0.47%

Shares640.5K

Event2026-03-31

Filed2026-05-01

CGCP

CAPITAL GRP FIXED INCM ETF T

98.96%

Shares2.1M

Event2026-03-31

Filed2026-05-01

JPST

J P MORGAN EXCHANGE TRADED F

0.59%

Shares907.3K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

3.68%

Shares133.0K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

0.34%

Shares64.7K

Event2026-03-31

Filed2026-05-01

CGMS

CAPITAL GRP FIXED INCM ETF T

135.93%

Shares1.5M

Event2026-03-31

Filed2026-05-01

VYM

VANGUARD WHITEHALL FDS

7.65%

Shares263.0K

Event2026-03-31

Filed2026-05-01

BNDX

VANGUARD CHARLOTTE FDS

4.23%

Shares738.0K

Event2026-03-31

Filed2026-05-01

IJR

ISHARES TR

-3.73%

Shares277.4K

Event2026-03-31

Filed2026-05-01

ITOT

ISHARES TR

-1.17%

Shares232.5K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

0.46%

Shares153.7K

Event2026-03-31

Filed2026-05-01

EFA

ISHARES TR

-61.11%

Shares319.4K

Event2026-03-31

Filed2026-05-01

FLRN

SPDR SERIES TRUST

1.81%

Shares995.1K

Event2026-03-31

Filed2026-05-01

BINC

BLACKROCK ETF TRUST II

429.88%

Shares586.8K

Event2026-03-31

Filed2026-05-01

VXF

VANGUARD INDEX FDS

4.42%

Shares147.2K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

2.22%

Shares60.9K

Event2026-03-31

Filed2026-05-01

IUSG

ISHARES TR

-5.42%

Shares187.9K

Event2026-03-31

Filed2026-05-01

CGGO

CAPITAL GROUP GBL GROWTH EQT

11.28%

Shares841.1K

Event2026-03-31

Filed2026-05-01

DVY

ISHARES TR

1.33%

Shares181.5K

Event2026-03-31

Filed2026-05-01

IWY

ISHARES TR

3.26%

Shares105.9K

Event2026-03-31

Filed2026-05-01

SGOV

ISHARES TR

17.92%

Shares246.0K

Event2026-03-31

Filed2026-05-01

VCSH

VANGUARD SCOTTSDALE FDS

60.67%

Shares286.2K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

1.54%

Shares58.9K

Event2026-03-31

Filed2026-05-01

DWM

WISDOMTREE TR

0.66%

Shares309.5K

Event2026-03-31

Filed2026-05-01

RDVY

FIRST TR EXCHANGE TRADED FD

1.02%

Shares315.3K

Event2026-03-31

Filed2026-05-01

SPDW

SPDR INDEX SHS FDS

-0.83%

Shares435.8K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD INDEX FDS

24.18%

Shares100.4K

Event2026-03-31

Filed2026-05-01

FBND

FIDELITY MERRIMACK STR TR

7.75%

Shares405.3K

Event2026-03-31

Filed2026-05-01

FTGC

FIRST TR EXCHANGE TRAD FD VI

3.48%

Shares619.5K

Event2026-03-31

Filed2026-05-01

XLV

SELECT SECTOR SPDR TR

1.32%

Shares120.1K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-3.88%

Shares98.8K

Event2026-03-31

Filed2026-05-01

SPEM

SPDR INDEX SHS FDS

-28.96%

Shares365.1K

Event2026-03-31

Filed2026-05-01

USMV

ISHARES TR

-15.29%

Shares181.9K

Event2026-03-31

Filed2026-05-01

STIP

ISHARES TR

0.18%

Shares153.9K

Event2026-03-31

Filed2026-05-01

VNQ

VANGUARD INDEX FDS

-2.19%

Shares158.6K

Event2026-03-31

Filed2026-05-01

SPYM

SPDR SERIES TRUST

0.16%

Shares175.8K

Event2026-03-31

Filed2026-05-01

PVAL

PUTNAM ETF TRUST

173.46%

Shares288.4K

Event2026-03-31

Filed2026-05-01

AGG

ISHARES TR

-48.36%

Shares127.7K

Event2026-03-31

Filed2026-05-01

CGSD

CAPITAL GRP FIXED INCM ETF T

48.28%

Shares488.8K

Event2026-03-31

Filed2026-05-01

DES

WISDOMTREE TR

4.70%

Shares348.8K

Event2026-03-31

Filed2026-05-01

DEM

WISDOMTREE TR

3.40%

Shares249.4K

Event2026-03-31

Filed2026-05-01

XLE

SELECT SECTOR SPDR TR

-0.88%

Shares196.9K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

-0.83%

Shares69.2K

Event2026-03-31

Filed2026-05-01

TDTT

FLEXSHARES TR

-0.28%

Shares479.4K

Event2026-03-31

Filed2026-05-01

FELG

FIDELITY COVINGTON TRUST

44.46%

Shares305.0K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

2.63%

Shares54.8K

Event2026-03-31

Filed2026-05-01

DGRO

ISHARES TR

16.09%

Shares161.5K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

-10.93%

Shares36.6K

Event2026-03-31

Filed2026-05-01

VSS

VANGUARD INTL EQUITY INDEX F

3.38%

Shares73.4K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

2.75%

Shares36.0K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

5.75%

Shares15.8K

Event2026-03-31

Filed2026-05-01

HDEF

DBX ETF TR

1.04%

Shares312.6K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

-0.99%

Shares66.9K

Event2026-03-31

Filed2026-05-01

MUB

ISHARES TR

11.00%

Shares89.5K

Event2026-03-31

Filed2026-05-01

VTEB

VANGUARD MUN BD FDS

7.98%

Shares186.7K

Event2026-03-31

Filed2026-05-01

LGLV

SPDR SERIES TRUST

60.55%

Shares52.3K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

1.27%

Shares35.5K

Event2026-03-31

Filed2026-05-01

SPBO

SPDR SERIES TRUST

-13.91%

Shares308.6K

Event2026-03-31

Filed2026-05-01

XLP

SELECT SECTOR SPDR TR

3.55%

Shares105.6K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

6.99%

Shares68.8K

Event2026-03-31

Filed2026-05-01

SCHR

SCHWAB STRATEGIC TR

-16.88%

Shares337.9K

Event2026-03-31

Filed2026-05-01

CGCV

CAPITAL GROUP CONSERVATIVE E

19.97%

Shares280.7K

Event2026-03-31

Filed2026-05-01

BILS

SPDR SERIES TRUST

3.92%

Shares82.3K

Event2026-03-31

Filed2026-05-01

JEPI

J P MORGAN EXCHANGE TRADED F

130.21%

Shares144.4K

Event2026-03-31

Filed2026-05-01

GNR

SPDR INDEX SHS FDS

-0.46%

Shares102.0K

Event2026-03-31

Filed2026-05-01

NLR

VANECK ETF TRUST

2.65%

Shares56.4K

Event2026-03-31

Filed2026-05-01

HOLA

J P MORGAN EXCHANGE TRADED F

6.78%

Shares142.2K

Event2026-03-31

Filed2026-05-01

CGHM

CAPITAL GRP FIXED INCM ETF T

57.57%

Shares295.1K

Event2026-03-31

Filed2026-05-01

SCHB

SCHWAB STRATEGIC TR

1.11%

Shares288.2K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

4.91%

Shares24.0K

Event2026-03-31

Filed2026-05-01

IUSV

ISHARES TR

-4.14%

Shares67.6K

Event2026-03-31

Filed2026-05-01

DYNF

BLACKROCK ETF TRUST

17.57%

Shares116.9K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

3.09%

Shares11.5K

Event2026-03-31

Filed2026-05-01

DBMF

LITMAN GREGORY FDS TR

-53.61%

Shares218.1K

Event2026-03-31

Filed2026-05-01

EBND

SPDR SERIES TRUST

10.31%

Shares318.2K

Event2026-03-31

Filed2026-05-01

VANGUARD INTL EQUITY INDEX F

13.85%

Shares45.4K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

4.61%

Shares16.8K

Event2026-03-31

Filed2026-05-01

XLU

SELECT SECTOR SPDR TR

27.76%

Shares134.9K

Event2026-03-31

Filed2026-05-01

SCHP

SCHWAB STRATEGIC TR

3.27%

Shares230.3K

Event2026-03-31

Filed2026-05-01

CGMM

CAPITAL GROUP EQUITY ETF TR

47.22%

Shares208.7K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR

8.30%

Shares14.3K

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

-0.12%

Shares79.1K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

7.40%

Shares13.8K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-7.58%

Shares20.8K

Event2026-03-31

Filed2026-05-01

FIRST TR EXCHANGE TRADED FD

-1.89%

Shares98.7K

Event2026-03-31

Filed2026-05-01

VOOG

VANGUARD ADMIRAL FDS INC

51.59%

Shares14.6K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

-0.51%

Shares23.7K

Event2026-03-31

Filed2026-05-01

IWD

ISHARES TR

2.02%

Shares26.6K

Event2026-03-31

Filed2026-05-01

SCHF

SCHWAB STRATEGIC TR

-45.69%

Shares227.2K

Event2026-03-31

Filed2026-05-01

SCHX

SCHWAB STRATEGIC TR

-0.31%

Shares216.5K

Event2026-03-31

Filed2026-05-01

CWI

SPDR INDEX SHS FDS

4.15%

Shares150.8K

Event2026-03-31

Filed2026-05-01

JAAA

JANUS DETROIT STR TR

25.07%

Shares107.8K

Event2026-03-31

Filed2026-05-01

FUTY

FIDELITY COVINGTON TRUST

0.26%

Shares91.4K

Event2026-03-31

Filed2026-05-01

CGBL

CAPITAL GROUP CORE BALANCED

31.58%

Shares156.0K

Event2026-03-31

Filed2026-05-01

MCD

MCDONALDS CORP

0.01%

Shares17.2K

Event2026-03-31

Filed2026-05-01

XLK

SELECT SECTOR SPDR TR

-14.95%

Shares40.1K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

3.20%

Shares5.8K

Event2026-03-31

Filed2026-05-01

HYG

ISHARES TR

1.59%

Shares66.7K

Event2026-03-31

Filed2026-05-01

IVOO

VANGUARD ADMIRAL FDS INC

41.82%

Shares45.2K

Event2026-03-31

Filed2026-05-01

CGIE

CAPITAL GROUP INTERNATIONAL

37.12%

Shares152.4K

Event2026-03-31

Filed2026-05-01

EFG

ISHARES TR

0.87%

Shares46.1K

Event2026-03-31

Filed2026-05-01

IEFA

ISHARES TR

16.51%

Shares56.2K

Event2026-03-31

Filed2026-05-01

FPE

FIRST TR EXCH TRADED FD III

3.84%

Shares285.8K

Event2026-03-31

Filed2026-05-01

ISHARES TR

3.87%

Shares74.4K

Event2026-03-31

Filed2026-05-01

IYW

ISHARES TR

10.29%

Shares27.4K

Event2026-03-31

Filed2026-05-01

SUB

ISHARES TR

7.45%

Shares45.9K

Event2026-03-31

Filed2026-05-01

HELO

J P MORGAN EXCHANGE TRADED F

523.84%

Shares75.7K

Event2026-03-31

Filed2026-05-01

RWO

SPDR INDEX SHS FDS

6.94%

Shares105.7K

Event2026-03-31

Filed2026-05-01

CGGE

CAPITAL GROUP GLOBAL EQUITY

37.79%

Shares155.2K

Event2026-03-31

Filed2026-05-01

META

META PLATFORMS INC

1.86%

Shares8.1K

Event2026-03-31

Filed2026-05-01

CMF

ISHARES TR

43.32%

Shares80.7K

Event2026-03-31

Filed2026-05-01

CGXU

CAPITAL GROUP INTL FOCUS EQT

3.95%

Shares153.6K

Event2026-03-31

Filed2026-05-01

IBDR

ISHARES TR

6.22%

Shares186.8K

Event2026-03-31

Filed2026-05-01

IBDS

ISHARES TR

8.70%

Shares186.1K

Event2026-03-31

Filed2026-05-01

IBD

NORTHERN LTS FD TR IV

-1.19%

Shares186.5K

Event2026-03-31

Filed2026-05-01

VDE

VANGUARD WORLD FD

0.44%

Shares25.4K

Event2026-03-31

Filed2026-05-01

IAGG

ISHARES TR

-0.34%

Shares87.6K

Event2026-03-31

Filed2026-05-01

IWL

ISHARES TR

-3.00%

Shares26.9K

Event2026-03-31

Filed2026-05-01

BIV

VANGUARD BD INDEX FDS

-1.20%

Shares55.8K

Event2026-03-31

Filed2026-05-01

OAIM

UNIFIED SER TR

1.74%

Shares99.1K

Event2026-03-31

Filed2026-05-01

VYMI

VANGUARD WHITEHALL FDS

9.77%

Shares45.2K

Event2026-03-31

Filed2026-05-01

IEMG

ISHARES INC

46.44%

Shares60.6K

Event2026-03-31

Filed2026-05-01

GLDM

WORLD GOLD TR

12.07%

Shares45.4K

Event2026-03-31

Filed2026-05-01

BLV

VANGUARD BD INDEX FDS

-4.34%

Shares60.6K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

8.36%

Shares21.4K

Event2026-03-31

Filed2026-05-01

FTCS

FIRST TR EXCHANGE-TRADED FD

-30.86%

Shares43.3K

Event2026-03-31

Filed2026-05-01

SPMB

SPDR SERIES TRUST

12.67%

Shares174.3K

Event2026-03-31

Filed2026-05-01

FVD

FIRST TR EXCHANGE-TRADED FD

-7.17%

Shares82.6K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

-0.39%

Shares11.8K

Event2026-03-31

Filed2026-05-01

IBDT

ISHARES TR

6.37%

Shares148.8K

Event2026-03-31

Filed2026-05-01

VUSB

VANGUARD BD INDEX FDS

31.07%

Shares75.6K

Event2026-03-31

Filed2026-05-01

TMSL

T ROWE PRICE ETF INC

New

Shares102.5K

Event2026-03-31

Filed2026-05-01

SCHA

SCHWAB STRATEGIC TR

2.63%

Shares128.7K

Event2026-03-31

Filed2026-05-01

VOOV

VANGUARD ADMIRAL FDS INC

-1.51%

Shares18.3K

Event2026-03-31

Filed2026-05-01

FHLC

FIDELITY COVINGTON TRUST

3.52%

Shares52.8K

Event2026-03-31

Filed2026-05-01

GLTR

ABRDN PRECIOUS METALS BASKET

2.09%

Shares16.8K

Event2026-03-31

Filed2026-05-01

IQLT

ISHARES TR

43.57%

Shares78.3K

Event2026-03-31

Filed2026-05-01

DFIV

DIMENSIONAL ETF TRUST

New

Shares67.2K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

-1.38%

Shares17.1K

Event2026-03-31

Filed2026-05-01

SCHM

SCHWAB STRATEGIC TR

3.21%

Shares114.2K

Event2026-03-31

Filed2026-05-01

NEE

NEXTERA ENERGY INC

2.85%

Shares37.3K

Event2026-03-31

Filed2026-05-01

PULS

PGIM ETF TR

47.70%

Shares69.2K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC

4.12%

Shares28.3K

Event2026-03-31

Filed2026-05-01

IBDU

ISHARES TR

10.58%

Shares146.1K

Event2026-03-31

Filed2026-05-01

FNDX

SCHWAB STRATEGIC TR

15.25%

Shares121.4K

Event2026-03-31

Filed2026-05-01

VIOO

VANGUARD ADMIRAL FDS INC

-1.45%

Shares29.4K

Event2026-03-31

Filed2026-05-01

ESGV

VANGUARD WORLD FD

5.30%

Shares30.0K

Event2026-03-31

Filed2026-05-01

ISTB

ISHARES TR

12.33%

Shares68.8K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

0.93%

Shares42.7K

Event2026-03-31

Filed2026-05-01

MTUM

ISHARES TR

-0.09%

Shares13.7K

Event2026-03-31

Filed2026-05-01

MGC

VANGUARD WORLD FD

-4.28%

Shares13.9K

Event2026-03-31

Filed2026-05-01

CAT

CATERPILLAR INC

7.74%

Shares4.6K

Event2026-03-31

Filed2026-05-01

USTB

VICTORY PORTFOLIOS II

11.55%

Shares63.9K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

1.55%

Shares8.7K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

22.17%

Shares7.1K

Event2026-03-31

Filed2026-05-01

IXUS

ISHARES TR

3.21%

Shares34.6K

Event2026-03-31

Filed2026-05-01

GE AEROSPACE

0.60%

Shares10.4K

Event2026-03-31

Filed2026-05-01

EEM

ISHARES TR

0.26%

Shares51.9K

Event2026-03-31

Filed2026-05-01

MGK

VANGUARD WORLD FD

-0.26%

Shares8.0K

Event2026-03-31

Filed2026-05-01

IWR

ISHARES TR

8.88%

Shares29.7K

Event2026-03-31

Filed2026-05-01

IBTG

ISHARES TR

-0.94%

Shares125.8K

Event2026-03-31

Filed2026-05-01

PMAR

INNOVATOR ETFS TRUST

15.38%

Shares64.5K

Event2026-03-31

Filed2026-05-01

COCA COLA CO

-3.36%

Shares37.8K

Event2026-03-31

Filed2026-05-01

IBTH

ISHARES TR

2.55%

Shares127.0K

Event2026-03-31

Filed2026-05-01

HYS

PIMCO ETF TR

10.81%

Shares30.0K

Event2026-03-31

Filed2026-05-01

UNP

UNION PAC CORP

-1.61%

Shares11.4K

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

-0.35%

Shares17.4K

Event2026-03-31

Filed2026-05-01

LOW

LOWES COS INC

2.28%

Shares11.4K

Event2026-03-31

Filed2026-05-01

IBDV

ISHARES TR

16.46%

Shares122.4K

Event2026-03-31

Filed2026-05-01

FTSL

FIRST TR EXCHANGE-TRADED FD

21.63%

Shares59.7K

Event2026-03-31

Filed2026-05-01

COWZ

PACER FDS TR

16.72%

Shares42.3K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

10.46%

Shares8.5K

Event2026-03-31

Filed2026-05-01

CGMU

CAPITAL GRP FIXED INCM ETF T

35.07%

Shares96.3K

Event2026-03-31

Filed2026-05-01

VHT

VANGUARD WORLD FD

-3.23%

Shares9.6K

Event2026-03-31

Filed2026-05-01

ACCENTURE PLC IRELAND

-0.65%

Shares13.1K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

4.05%

Shares2.6K

Event2026-03-31

Filed2026-05-01

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares54.8K

Event2026-03-31

Filed2026-05-01

BND

VANGUARD BD INDEX FDS

-1.24%

Shares35.0K

Event2026-03-31

Filed2026-05-01

JEPQ

J P MORGAN EXCHANGE TRADED F

17.08%

Shares46.3K

Event2026-03-31

Filed2026-05-01

SCHZ

SCHWAB STRATEGIC TR

-9.50%

Shares110.2K

Event2026-03-31

Filed2026-05-01

HDV

ISHARES TR

-6.01%

Shares18.8K

Event2026-03-31

Filed2026-05-01

GEV

GE VERNOVA INC

3.33%

Shares2.9K

Event2026-03-31

Filed2026-05-01

PTL

NORTHERN LTS FD TR IV

2.58%

Shares10.1K

Event2026-03-31

Filed2026-05-01

SCHO

SCHWAB STRATEGIC TR

25.38%

Shares104.0K

Event2026-03-31

Filed2026-05-01

ADP

AUTOMATIC DATA PROCESSING IN

-0.51%

Shares12.1K

Event2026-03-31

Filed2026-05-01

ITW

ILLINOIS TOOL WKS INC

-0.67%

Shares9.5K

Event2026-03-31

Filed2026-05-01

RTX

RTX CORPORATION

7.74%

Shares12.7K

Event2026-03-31

Filed2026-05-01

ELCV

STRATEGY SHS

6.23%

Shares84.0K

Event2026-03-31

Filed2026-05-01

GENERAL DYNAMICS CORP

0.46%

Shares7.0K

Event2026-03-31

Filed2026-05-01

ABBV

ABBVIE INC

-2.10%

Shares11.0K

Event2026-03-31

Filed2026-05-01

EATON CORP PLC

8.87%

Shares6.7K

Event2026-03-31

Filed2026-05-01

ADI

ANALOG DEVICES INC

0.25%

Shares7.5K

Event2026-03-31

Filed2026-05-01

VISA INC

2.11%

Shares7.9K

Event2026-03-31

Filed2026-05-01

OUNZ

VANECK MERK GOLD ETF

26.61%

Shares52.5K

Event2026-03-31

Filed2026-05-01

GOVT

ISHARES TR

1.25%

Shares102.8K

Event2026-03-31

Filed2026-05-01

BUFG

FIRST TR EXCHNG TRADED FD VI

102.90%

Shares84.0K

Event2026-03-31

Filed2026-05-01

IBDW

ISHARES TR

9.26%

Shares107.2K

Event2026-03-31

Filed2026-05-01

QUAL

ISHARES TR

24.04%

Shares11.5K

Event2026-03-31

Filed2026-05-01

HYD

VANECK ETF TRUST

6.87%

Shares44.1K

Event2026-03-31

Filed2026-05-01

FRDM

EA SERIES TRUST

New

Shares40.0K

Event2026-03-31

Filed2026-05-01

IWM

ISHARES TR

1.71%

Shares8.8K

Event2026-03-31

Filed2026-05-01

EME

EMCOR GROUP INC

12.26%

Shares2.9K

Event2026-03-31

Filed2026-05-01

LMT

LOCKHEED MARTIN CORP

-0.55%

Shares3.6K

Event2026-03-31

Filed2026-05-01

FESM

FIDELITY COVINGTON TRUST

91.07%

Shares56.9K

Event2026-03-31

Filed2026-05-01

SLYV

SPDR SERIES TRUST

-3.11%

Shares22.5K

Event2026-03-31

Filed2026-05-01

HEFA

ISHARES TR

3.52%

Shares49.7K

Event2026-03-31

Filed2026-05-01

SCHE

SCHWAB STRATEGIC TR

-6.04%

Shares63.6K

Event2026-03-31

Filed2026-05-01

IBMO

ISHARES TR

9.38%

Shares81.4K

Event2026-03-31

Filed2026-05-01

LINDE PLC

0.53%

Shares4.2K

Event2026-03-31

Filed2026-05-01

UITB

VICTORY PORTFOLIOS II

18.05%

Shares42.7K

Event2026-03-31

Filed2026-05-01

IBMQ

ISHARES TR

7.20%

Shares78.2K

Event2026-03-31

Filed2026-05-01

ICSH

ISHARES TR

-2.02%

Shares38.8K

Event2026-03-31

Filed2026-05-01

IBMP

ISHARES TR

7.69%

Shares76.9K

Event2026-03-31

Filed2026-05-01

AFL

AFLAC INC

-0.42%

Shares17.7K

Event2026-03-31

Filed2026-05-01

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.11%

Shares5.7K

Event2026-03-31

Filed2026-05-01

VGT

VANGUARD WORLD FD

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-01

MDY

STATE STR SPDR S&P MIDCAP 40

-1.47%

Shares3.1K

Event2026-03-31

Filed2026-05-01

ABT

ABBOTT LABORATORIES

-1.42%

Shares18.2K

Event2026-03-31

Filed2026-05-01

CHUBB LTD SWITZ

-5.36%

Shares5.7K

Event2026-03-31

Filed2026-05-01

SDY

SPDR SERIES TRUST

1.19%

Shares12.8K

Event2026-03-31

Filed2026-05-01

NFLX

NETFLIX INC.

-16.57%

Shares19.3K

Event2026-03-31

Filed2026-05-01

KEY

KEYCORP

0.00%

Shares91.5K

Event2026-03-31

Filed2026-05-01

PUTNAM ETF TRUST

0.69%

Shares209.5K

Event2026-03-31

Filed2026-05-01

SHY

ISHARES TR

414.67%

Shares22.0K

Event2026-03-31

Filed2026-05-01

LHX

L3HARRIS TECHNOLOGIES INC

1.82%

Shares5.2K

Event2026-03-31

Filed2026-05-01

IBMR

ISHARES TR

8.64%

Shares71.4K

Event2026-03-31

Filed2026-05-01

FQAL

FIDELITY COVINGTON TRUST

24.84%

Shares24.9K

Event2026-03-31

Filed2026-05-01

TPSC

TIMOTHY PLAN

2.76%

Shares42.6K

Event2026-03-31

Filed2026-05-01

MASTERCARD INCORPORATED

-2.65%

Shares3.6K

Event2026-03-31

Filed2026-05-01

FCOR

FIDELITY MERRIMACK STR TR

-0.94%

Shares38.0K

Event2026-03-31

Filed2026-05-01

GWX

SPDR INDEX SHS FDS

0.21%

Shares42.1K

Event2026-03-31

Filed2026-05-01

IBTI

ISHARES TR

-1.70%

Shares79.5K

Event2026-03-31

Filed2026-05-01

IBM

INTERNATIONAL BUSINESS MACHS

-4.04%

Shares7.3K

Event2026-03-31

Filed2026-05-01

JPIB

J P MORGAN EXCHANGE TRADED F

56.06%

Shares36.6K

Event2026-03-31

Filed2026-05-01

DIA

STATE STR SPDR DOW JONES IND

0.81%

Shares3.7K

Event2026-03-31

Filed2026-05-01

NSC

NORFOLK SOUTHN CORP

0.52%

Shares5.8K

Event2026-03-31

Filed2026-05-01

STRATEGY SHS

3.45%

Shares71.8K

Event2026-03-31

Filed2026-05-01

CGNG

CAPITAL GROUP NEW GEOGRAPHY

70.94%

Shares52.8K

Event2026-03-31

Filed2026-05-01

JHMM

JOHN HANCOCK EXCHANGE TRADED

-18.82%

Shares24.7K

Event2026-03-31

Filed2026-05-01

BOND

PIMCO ETF TR

17.11%

Shares17.9K

Event2026-03-31

Filed2026-05-01

PAUG

INNOVATOR ETFS TRUST

-12.13%

Shares38.5K

Event2026-03-31

Filed2026-05-01

IBTJ

ISHARES TR

-1.86%

Shares74.8K

Event2026-03-31

Filed2026-05-01

SCHG

SCHWAB STRATEGIC TR

10.89%

Shares55.3K

Event2026-03-31

Filed2026-05-01

XLY

SELECT SECTOR SPDR TR

-1.48%

Shares14.6K

Event2026-03-31

Filed2026-05-01

IJJ

ISHARES TR

0.41%

Shares11.8K

Event2026-03-31

Filed2026-05-01

UNH

UNITEDHEALTH GROUP INC

-1.46%

Shares5.7K

Event2026-03-31

Filed2026-05-01

FDVV

FIDELITY COVINGTON TRUST

-63.31%

Shares27.7K

Event2026-03-31

Filed2026-05-01

MUNI

PIMCO ETF TR

0.00%

Shares29.2K

Event2026-03-31

Filed2026-05-01

BANK NEW YORK MELLON CORP

-1.36%

Shares12.7K

Event2026-03-31

Filed2026-05-01

CGIB

CAPITAL GRP FIXED INCM ETF T

46.28%

Shares59.5K

Event2026-03-31

Filed2026-05-01

TORONTO DOMINION BK ONT

0.77%

Shares16.1K

Event2026-03-31

Filed2026-05-01

VNQI

VANGUARD INTL EQUITY INDEX F

-13.97%

Shares33.4K

Event2026-03-31

Filed2026-05-01

IVVB

BLACKROCK ETF TRUST II

11.38%

Shares46.3K

Event2026-03-31

Filed2026-05-01

WASTE MGMT INC DEL

17.02%

Shares6.2K

Event2026-03-31

Filed2026-05-01

FNDB

SCHWAB STRATEGIC TR

30.13%

Shares52.2K

Event2026-03-31

Filed2026-05-01

IYH

ISHARES TR

-5.18%

Shares22.9K

Event2026-03-31

Filed2026-05-01

DOMINION ENERGY INC

0.66%

Shares22.8K

Event2026-03-31

Filed2026-05-01

DUKE ENERGY CORP NEW

-6.87%

Shares10.7K

Event2026-03-31

Filed2026-05-01

SFLR

INNOVATOR ETFS TRUST

532.81%

Shares39.7K

Event2026-03-31

Filed2026-05-01

SCHJ

SCHWAB STRATEGIC TR

4.48%

Shares56.6K

Event2026-03-31

Filed2026-05-01

INTU

INTUIT

-0.31%

Shares3.2K

Event2026-03-31

Filed2026-05-01

JMST

J P MORGAN EXCHANGE TRADED F

3.89%

Shares27.2K

Event2026-03-31

Filed2026-05-01

ACWV

ISHARES INC

-43.37%

Shares11.6K

Event2026-03-31

Filed2026-05-01

AMD

ADVANCED MICRO DEVICES INC

5.50%

Shares6.8K

Event2026-03-31

Filed2026-05-01

MTB

M & T BK CORP

176.72%

Shares6.7K

Event2026-03-31

Filed2026-05-01

DSI

ISHARES TR

12.64%

Shares11.3K

Event2026-03-31

Filed2026-05-01

DEERE & CO

-1.22%

Shares2.4K

Event2026-03-31

Filed2026-05-01

CINF

CINCINNATI FINL CORP

1.09%

Shares8.6K

Event2026-03-31

Filed2026-05-01

PLTR

PALANTIR TECHNOLOGIES INC

-2.36%

Shares9.2K

Event2026-03-31

Filed2026-05-01

AVEM

AMERICAN CENTY ETF TR

-7.82%

Shares16.6K

Event2026-03-31

Filed2026-05-01

BLACKROCK INC

-0.50%

Shares1.4K

Event2026-03-31

Filed2026-05-01

SCHH

SCHWAB STRATEGIC TR

-2.19%

Shares61.7K

Event2026-03-31

Filed2026-05-01

FDLS

NORTHERN LTS FD TR IV

1.58%

Shares35.8K

Event2026-03-31

Filed2026-05-01

KLAC

KLA CORP

8.77%

Shares893

Event2026-03-31

Filed2026-05-01

VERIZON COMMUNICATIONS INC

0.07%

Shares26.1K

Event2026-03-31

Filed2026-05-01

IWB

ISHARES TR

0.05%

Shares3.7K

Event2026-03-31

Filed2026-05-01

FLOT

ISHARES TR

-4.29%

Shares25.2K

Event2026-03-31

Filed2026-05-01

CSX

CSX CORP

0.82%

Shares31.1K

Event2026-03-31

Filed2026-05-01

SOUTHERN CO

-8.32%

Shares13.2K

Event2026-03-31

Filed2026-05-01

VSGX

VANGUARD WORLD FD

20.75%

Shares17.7K

Event2026-03-31

Filed2026-05-01

DIS

DISNEY WALT CO

3.36%

Shares12.8K

Event2026-03-31

Filed2026-05-01

VTEC

VANGUARD CALIF TAX FREE FDS

59.10%

Shares12.4K

Event2026-03-31

Filed2026-05-01

IDXX

IDEXX LABS INC

13.49%

Shares2.2K

Event2026-03-31

Filed2026-05-01

BSY

BENTLEY SYS INC

0.00%

Shares35.0K

Event2026-03-31

Filed2026-05-01

EMR

EMERSON ELEC CO

5.31%

Shares9.3K

Event2026-03-31

Filed2026-05-01

NVS

NOVARTIS AG

-9.37%

Shares8.0K

Event2026-03-31

Filed2026-05-01

XLF

SELECT SECTOR SPDR TR

-7.03%

Shares24.6K

Event2026-03-31

Filed2026-05-01

EVSM

MORGAN STANLEY ETF TRUST

394.45%

Shares24.2K

Event2026-03-31

Filed2026-05-01

CALF

PACER FDS TR

21.49%

Shares27.0K

Event2026-03-31

Filed2026-05-01

NOBL

PROSHARES TR

0.63%

Shares11.3K

Event2026-03-31

Filed2026-05-01

FEGE

RBB FUND TRUST

26.61%

Shares25.4K

Event2026-03-31

Filed2026-05-01

IBTK

ISHARES TR

3.52%

Shares60.0K

Event2026-03-31

Filed2026-05-01

DFAS

DIMENSIONAL ETF TRUST

-6.49%

Shares16.6K

Event2026-03-31

Filed2026-05-01

IBTL

ISHARES TR

3.68%

Shares57.5K

Event2026-03-31

Filed2026-05-01

FVAL

FIDELITY COVINGTON TRUST

0.43%

Shares16.4K

Event2026-03-31

Filed2026-05-01

JGRO

J P MORGAN EXCHANGE TRADED F

21.01%

Shares13.4K

Event2026-03-31

Filed2026-05-01

IUSB

ISHARES TR

4.03%

Shares24.4K

Event2026-03-31

Filed2026-05-01

PFE

PFIZER INC

-1.19%

Shares39.4K

Event2026-03-31

Filed2026-05-01

PSX

PHILLIPS 66

-3.23%

Shares6.0K

Event2026-03-31

Filed2026-05-01

ISHARES TR

0.00%

Shares35.6K

Event2026-03-31

Filed2026-05-01

POCT

INNOVATOR ETFS TRUST

-4.05%

Shares25.2K

Event2026-03-31

Filed2026-05-01

GBIL

GOLDMAN SACHS ETF TR

17.16%

Shares10.8K

Event2026-03-31

Filed2026-05-01

AMAT

APPLIED MATLS INC

17.47%

Shares3.1K

Event2026-03-31

Filed2026-05-01

BAC

BANK AMERICA CORP

12.83%

Shares21.8K

Event2026-03-31

Filed2026-05-01

AFG

AMERICAN FINANCIAL GROUP INC

1.03%

Shares8.3K

Event2026-03-31

Filed2026-05-01

HON

HONEYWELL INTL INC

-2.03%

Shares4.7K

Event2026-03-31

Filed2026-05-01

ULST

SSGA ACTIVE ETF TR

-2.54%

Shares26.0K

Event2026-03-31

Filed2026-05-01

WEC ENERGY GROUP INC

-0.15%

Shares9.1K

Event2026-03-31

Filed2026-05-01

GLW

CORNING INC

1.94%

Shares7.7K

Event2026-03-31

Filed2026-05-01

ORCL

ORACLE CORP

-11.84%

Shares7.0K

Event2026-03-31

Filed2026-05-01

TOTL

SSGA ACTIVE ETF TR

23.81%

Shares26.0K

Event2026-03-31

Filed2026-05-01

NKE

NIKE INC

-7.82%

Shares19.3K

Event2026-03-31

Filed2026-05-01

IGE

ISHARES TR

-8.83%

Shares15.9K

Event2026-03-31

Filed2026-05-01

PMAY

INNOVATOR ETFS TRUST

-27.69%

Shares25.1K

Event2026-03-31

Filed2026-05-01

BUFD

FIRST TR EXCHNG TRADED FD VI

84.58%

Shares35.5K

Event2026-03-31

Filed2026-05-01

VFH

VANGUARD WORLD FD

3.97%

Shares8.1K

Event2026-03-31

Filed2026-05-01

NOW

SERVICENOW INC

0.61%

Shares9.4K

Event2026-03-31

Filed2026-05-01

CALI

BLACKROCK ETF TRUST II

30.38%

Shares19.4K

Event2026-03-31

Filed2026-05-01

AT&T INC

1.97%

Shares33.5K

Event2026-03-31

Filed2026-05-01

SHOP

SHOPIFY INC

-3.49%

Shares8.1K

Event2026-03-31

Filed2026-05-01

SPIB

SPDR SERIES TRUST

4.61%

Shares28.6K

Event2026-03-31

Filed2026-05-01

FEBM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares31.5K

Event2026-03-31

Filed2026-05-01

NFLT

ETFIS SER TR I

7.35%

Shares42.0K

Event2026-03-31

Filed2026-05-01

COLGATE PALMOLIVE CO

7.47%

Shares11.0K

Event2026-03-31

Filed2026-05-01

GLRY

NORTHERN LTS FD TR IV

2.23%

Shares25.2K

Event2026-03-31

Filed2026-05-01

PJAN

INNOVATOR ETFS TRUST

-11.81%

Shares20.1K

Event2026-03-31

Filed2026-05-01

TDTF

FLEXSHARES TR

3.78%

Shares38.0K

Event2026-03-31

Filed2026-05-01

DFEM

DIMENSIONAL ETF TRUST

New

Shares26.4K

Event2026-03-31

Filed2026-05-01

PAPR

INNOVATOR ETFS TRUST

-40.39%

Shares22.9K

Event2026-03-31

Filed2026-05-01

PHILIP MORRIS INTL INC

-1.12%

Shares5.5K

Event2026-03-31

Filed2026-05-01

APD

AIR PRODUCTS AND CHEMICALS I

5.11%

Shares3.1K

Event2026-03-31

Filed2026-05-01

MPC

MARATHON PETE CORP

-0.59%

Shares3.7K

Event2026-03-31

Filed2026-05-01

SLV

ISHARES SILVER TR

-21.22%

Shares13.2K

Event2026-03-31

Filed2026-05-01

ISHARES GOLD TR

3.12%

Shares10.2K

Event2026-03-31

Filed2026-05-01

CSHI

NEOS ETF TRUST

New

Shares17.8K

Event2026-03-31

Filed2026-05-01

PDEC

INNOVATOR ETFS TRUST

-19.86%

Shares20.7K

Event2026-03-31

Filed2026-05-01

OAEM

UNIFIED SER TR

1.18%

Shares21.8K

Event2026-03-31

Filed2026-05-01

VAW

VANGUARD WORLD FD

-1.02%

Shares3.9K

Event2026-03-31

Filed2026-05-01

PAYX

PAYCHEX INC

-3.13%

Shares9.5K

Event2026-03-31

Filed2026-05-01

FITB

FIFTH THIRD BANCORP

4.25%

Shares18.8K

Event2026-03-31

Filed2026-05-01

SLYG

SPDR SERIES TRUST

2.79%

Shares9.0K

Event2026-03-31

Filed2026-05-01

MCK

MCKESSON CORP

27.51%

Shares992

Event2026-03-31

Filed2026-05-01

ASML

ASML HLDG NV

12.50%

Shares648

Event2026-03-31

Filed2026-05-01

IDV

ISHARES TR

0.03%

Shares19.9K

Event2026-03-31

Filed2026-05-01

DOV

DOVER CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-01

VDC

VANGUARD WORLD FD

12.67%

Shares3.7K

Event2026-03-31

Filed2026-05-01

MAR

MARRIOTT INTL INC NEW

-0.39%

Shares2.5K

Event2026-03-31

Filed2026-05-01

SYK

STRYKER CORPORATION

6.77%

Shares2.5K

Event2026-03-31

Filed2026-05-01

HBAN

HUNTINGTON BANCSHARES INC

4.57%

Shares52.6K

Event2026-03-31

Filed2026-05-01

BWA

BORGWARNER INC

New

Shares14.9K

Event2026-03-31

Filed2026-05-01

FENY

FIDELITY COVINGTON TRUST

0.00%

Shares23.6K

Event2026-03-31

Filed2026-05-01

JHID

JOHN HANCOCK EXCHANGE TRADED

3.08%

Shares19.7K

Event2026-03-31

Filed2026-05-01

FDMO

FIDELITY COVINGTON TRUST

96.47%

Shares9.9K

Event2026-03-31

Filed2026-05-01

PNC

PNC FINL SVCS GROUP INC

-2.92%

Shares3.8K

Event2026-03-31

Filed2026-05-01

CRM

SALESFORCE INC

-1.59%

Shares4.2K

Event2026-03-31

Filed2026-05-01

IYF

ISHARES TR

-0.21%

Shares6.7K

Event2026-03-31

Filed2026-05-01

IEI

ISHARES TR

0.92%

Shares6.6K

Event2026-03-31

Filed2026-05-01

LQDA

LIQUIDIA CORPORATION

10.22%

Shares20.5K

Event2026-03-31

Filed2026-05-01

DGRW

WISDOMTREE TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-01

FDX

FEDEX CORP

-0.41%

Shares2.2K

Event2026-03-31

Filed2026-05-01

IBMS

ISHARES TR

8.02%

Shares29.6K

Event2026-03-31

Filed2026-05-01

FTEC

FIDELITY COVINGTON TRUST

-2.62%

Shares3.6K

Event2026-03-31

Filed2026-05-01

IBMT

ISHARES TR

7.19%

Shares29.4K

Event2026-03-31

Filed2026-05-01

USB

US BANCORP

-3.33%

Shares14.5K

Event2026-03-31

Filed2026-05-01

PFEB

INNOVATOR ETFS TRUST

-2.66%

Shares18.7K

Event2026-03-31

Filed2026-05-01

AVUV

AMERICAN CENTY ETF TR

83.78%

Shares6.8K

Event2026-03-31

Filed2026-05-01

IWV

ISHARES TR

42.20%

Shares2.0K

Event2026-03-31

Filed2026-05-01

XLI

SELECT SECTOR SPDR TR

-16.30%

Shares4.6K

Event2026-03-31

Filed2026-05-01

IWMI

NEOS ETF TRUST

New

Shares15.5K

Event2026-03-31

Filed2026-05-01

AOR

ISHARES TR

82.61%

Shares11.0K

Event2026-03-31

Filed2026-05-01

WFC

WELLS FARGO & CO

-9.12%

Shares8.9K

Event2026-03-31

Filed2026-05-01

MICRON TECHNOLOGY INC

41.92%

Shares2.1K

Event2026-03-31

Filed2026-05-01

PGR

PROGRESSIVE CORP

-7.68%

Shares3.5K

Event2026-03-31

Filed2026-05-01

MORGAN STANLEY

8.78%

Shares4.2K

Event2026-03-31

Filed2026-05-01

PPA

INVESCO EXCHANGE TRADED FD T

9.17%

Shares4.1K

Event2026-03-31

Filed2026-05-01

FLGV

FRANKLIN TEMPLETON ETF TR

-2.07%

Shares32.6K

Event2026-03-31

Filed2026-05-01

MMM

3M CO

-1.21%

Shares4.6K

Event2026-03-31

Filed2026-05-01

WTAI

WISDOMTREE TR

42.64%

Shares23.1K

Event2026-03-31

Filed2026-05-01

IGM

ISHARES TR

-2.11%

Shares5.5K

Event2026-03-31

Filed2026-05-01

BOEING CO

0.74%

Shares3.3K

Event2026-03-31

Filed2026-05-01

TGT

TARGET CORP

0.07%

Shares5.3K

Event2026-03-31

Filed2026-05-01

TJX

TJX COS INC NEW

5.25%

Shares4.1K

Event2026-03-31

Filed2026-05-01

IWP

ISHARES TR

-0.98%

Shares5.0K

Event2026-03-31

Filed2026-05-01

BIL

SPDR SERIES TRUST

109.63%

Shares7.0K

Event2026-03-31

Filed2026-05-01

VPU

VANGUARD WORLD FD

-8.55%

Shares3.2K

Event2026-03-31

Filed2026-05-01

CELESTICA INC

79.49%

Shares2.3K

Event2026-03-31

Filed2026-05-01

CNI

CANADIAN NATL RY CO

0.00%

Shares6.2K

Event2026-03-31

Filed2026-05-01

WMB

WILLIAMS COS INC

24.07%

Shares8.7K

Event2026-03-31

Filed2026-05-01

XLRE

SELECT SECTOR SPDR TR

3.45%

Shares15.5K

Event2026-03-31

Filed2026-05-01

MINT

PIMCO ETF TR

26.68%

Shares6.3K

Event2026-03-31

Filed2026-05-01

FLHY

FRANKLIN TEMPLETON ETF TR

-2.78%

Shares25.8K

Event2026-03-31

Filed2026-05-01

PYLD

PIMCO ETF TR

52.07%

Shares23.7K

Event2026-03-31

Filed2026-05-01

IBDX

ISHARES TR

26.88%

Shares24.4K

Event2026-03-31

Filed2026-05-01

XHLF

BONDBLOXX ETF TRUST

20.17%

Shares12.1K

Event2026-03-31

Filed2026-05-01

URI

UNITED RENTALS INC

-3.47%

Shares834

Event2026-03-31

Filed2026-05-01

PSLV

SPROTT ASSET MANAGEMENT LP

63.46%

Shares24.7K

Event2026-03-31

Filed2026-05-01

DLN

WISDOMTREE TR

15.94%

Shares6.7K

Event2026-03-31

Filed2026-05-01

MDYG

SPDR SERIES TRUST

0.29%

Shares6.2K

Event2026-03-31

Filed2026-05-01

WELL

WELLTOWER INC

-0.17%

Shares3.0K

Event2026-03-31

Filed2026-05-01

AIQ

GLOBAL X FDS

31.82%

Shares12.5K

Event2026-03-31

Filed2026-05-01

AOA

ISHARES TR

24.91%

Shares6.6K

Event2026-03-31

Filed2026-05-01

FTSM

FIRST TR EXCHANGE-TRADED FD

-14.28%

Shares9.7K

Event2026-03-31

Filed2026-05-01

EVERSOURCE ENERGY

0.00%

Shares8.4K

Event2026-03-31

Filed2026-05-01

ETFS GOLD TR

0.00%

Shares12.9K

Event2026-03-31

Filed2026-05-01

COP

CONOCOPHILLIPS

11.69%

Shares4.3K

Event2026-03-31

Filed2026-05-01

ESGU

ISHARES TR

1.08%

Shares4.0K

Event2026-03-31

Filed2026-05-01

PSEP

INNOVATOR ETFS TRUST

-36.27%

Shares13.2K

Event2026-03-31

Filed2026-05-01

AXP

AMERICAN EXPRESS CO

1.90%

Shares1.9K

Event2026-03-31

Filed2026-05-01

IBDY

ISHARES TR

29.90%

Shares22.0K

Event2026-03-31

Filed2026-05-01

DFAC

DIMENSIONAL ETF TRUST

0.01%

Shares14.3K

Event2026-03-31

Filed2026-05-01

IEF

ISHARES TR

78.00%

Shares5.8K

Event2026-03-31

Filed2026-05-01

BNDW

VANGUARD SCOTTSDALE FDS

5.76%

Shares8.1K

Event2026-03-31

Filed2026-05-01

ISRG

INTUITIVE SURGICAL INC

8.93%

Shares1.2K

Event2026-03-31

Filed2026-05-01

FPX

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-01

ORLY

OREILLY AUTOMOTIVE INC

-14.87%

Shares5.9K

Event2026-03-31

Filed2026-05-01

IBDZ

ISHARES TR

34.83%

Shares20.9K

Event2026-03-31

Filed2026-05-01

CGIC

CAPITAL GROUP INTERNATIONAL

New

Shares16.4K

Event2026-03-31

Filed2026-05-01

TFLO

ISHARES TR

-13.21%

Shares10.7K

Event2026-03-31

Filed2026-05-01

SCHY

SCHWAB STRATEGIC TR

New

Shares17.0K

Event2026-03-31

Filed2026-05-01

BYLD

ISHARES TR

7.57%

Shares23.9K

Event2026-03-31

Filed2026-05-01

ICVT

ISHARES TR

26.82%

Shares5.2K

Event2026-03-31

Filed2026-05-01

BSCQ

INVESCO EXCH TRD SLF IDX FD

30.67%

Shares27.0K

Event2026-03-31

Filed2026-05-01

KROGER CO

-7.37%

Shares7.2K

Event2026-03-31

Filed2026-05-01

MSI

MOTOROLA SOLUTIONS INC

11.43%

Shares1.2K

Event2026-03-31

Filed2026-05-01

VBR

VANGUARD INDEX FDS

0.93%

Shares2.4K

Event2026-03-31

Filed2026-05-01

CRL

CHARLES RIV LABS INTL INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-01

GOLDMAN SACHS GROUP INC

64.69%

Shares611

Event2026-03-31

Filed2026-05-01

TMO

THERMO FISHER SCIENTIFIC INC

-4.08%

Shares1.0K

Event2026-03-31

Filed2026-05-01

EOG

EOG RES INC

9.50%

Shares3.5K

Event2026-03-31

Filed2026-05-01

USXF

ISHARES TR

14.08%

Shares9.1K

Event2026-03-31

Filed2026-05-01

UJAN

INNOVATOR ETFS TRUST

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-01

IDEV

ISHARES TR

23.24%

Shares6.0K

Event2026-03-31

Filed2026-05-01

EDWARDS LIFESCIENCES CORP

18.98%

Shares6.2K

Event2026-03-31

Filed2026-05-01

MEDTRONIC PLC

20.54%

Shares5.7K

Event2026-03-31

Filed2026-05-01

DHR

DANAHER CORP DEL

4.56%

Shares2.6K

Event2026-03-31

Filed2026-05-01

PAVE

GLOBAL X FDS

-2.07%

Shares9.6K

Event2026-03-31

Filed2026-05-01

VIOV

VANGUARD ADMIRAL FDS INC

7.67%

Shares4.7K

Event2026-03-31

Filed2026-05-01

SBFG

SB FINL GROUP INC

0.73%

Shares22.9K

Event2026-03-31

Filed2026-05-01

FIX

COMFORT SYS USA INC

New

Shares348

Event2026-03-31

Filed2026-05-01

BSCS

INVESCO EXCH TRD SLF IDX FD

42.60%

Shares23.3K

Event2026-03-31

Filed2026-05-01

CMI

CUMMINS INC

1.86%

Shares877

Event2026-03-31

Filed2026-05-01

BSCR

INVESCO EXCH TRD SLF IDX FD

35.16%

Shares24.0K

Event2026-03-31

Filed2026-05-01

SMH

VANECK ETF TRUST

-3.91%

Shares1.2K

Event2026-03-31

Filed2026-05-01

ACWX

ISHARES TR

-0.35%

Shares6.9K

Event2026-03-31

Filed2026-05-01

GPC

GENUINE PARTS CO

-4.00%

Shares4.4K

Event2026-03-31

Filed2026-05-01

DFAT

DIMENSIONAL ETF TRUST

25.74%

Shares7.4K

Event2026-03-31

Filed2026-05-01

CRS

CARPENTER TECHNOLOGY CORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-01

IWN

ISHARES TR

2.32%

Shares2.4K

Event2026-03-31

Filed2026-05-01

SCHI

SCHWAB STRATEGIC TR

0.00%

Shares20.3K

Event2026-03-31

Filed2026-05-01

GILD

GILEAD SCIENCES INC

4.12%

Shares3.3K

Event2026-03-31

Filed2026-05-01

TFC

TRUIST FINL CORP

-0.91%

Shares9.9K

Event2026-03-31

Filed2026-05-01

BDX

BECTON DICKINSON & CO

8.19%

Shares2.9K

Event2026-03-31

Filed2026-05-01

IWO

ISHARES TR

0.77%

Shares1.4K

Event2026-03-31

Filed2026-05-01

HWM

HOWMET AEROSPACE INC

85.97%

Shares2.0K

Event2026-03-31

Filed2026-05-01

CENCORA INC

21.22%

Shares1.4K

Event2026-03-31

Filed2026-05-01

TXN

TEXAS INSTRS INC

7.40%

Shares2.3K

Event2026-03-31

Filed2026-05-01

CAH

CARDINAL HEALTH INC

25.34%

Shares2.1K

Event2026-03-31

Filed2026-05-01

EMTL

SSGA ACTIVE TR

-1.19%

Shares10.5K

Event2026-03-31

Filed2026-05-01

JCI

JOHNSON CONTROLS INTERNATION

New

Shares3.4K

Event2026-03-31

Filed2026-05-01

CME

CME GROUP INC

-0.60%

Shares1.5K

Event2026-03-31

Filed2026-05-01

ONEY

SPDR SERIES TRUST

3.22%

Shares3.6K

Event2026-03-31

Filed2026-05-01

PRU

PRUDENTIAL FINL INC

59.20%

Shares4.4K

Event2026-03-31

Filed2026-05-01

CHD

CHURCH & DWIGHT CO INC

-8.49%

Shares4.6K

Event2026-03-31

Filed2026-05-01

MDYV

SPDR SERIES TRUST

-6.99%

Shares5.0K

Event2026-03-31

Filed2026-05-01

QCOM

QUALCOMM INC

5.88%

Shares3.3K

Event2026-03-31

Filed2026-05-01

Call Option Holdings

AAPL Call CallAPPLE INC5.1K sharesnew addition2026-03-312026-05-01

AAPL Call

APPLE INC

New

Shares5.1K

Event2026-03-31

Filed2026-05-01

Put Option Holdings

OWL Put PutBLUE OWL CAPITAL INC43.2K shares72.80%2026-03-312026-05-01

OWL Put

BLUE OWL CAPITAL INC

72.80%

Shares43.2K

Event2026-03-31

Filed2026-05-01