| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| AWK / American Water Works Company, Inc.
|
|
|
|
|
|
|
|
| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
|
|
| IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| TFC / Truist Financial Corporation
|
|
|
|
|
|
|
|
| TXN / Texas Instruments Incorporated
|
|
|
|
|
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|
|
| BAC / Bank of America Corporation
|
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|
|
|
|
|
|
| F / Ford Motor Company
|
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|
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|
| REGN / Regeneron Pharmaceuticals, Inc.
|
|
|
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|
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| CVX / Chevron Corporation
|
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|
|
|
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|
| MA / Mastercard Incorporated
|
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|
| DIS / The Walt Disney Company
|
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|
|
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|
| MCO / Moody's Corporation
|
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|
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|
| WFC / Wells Fargo & Company
|
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|
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|
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|
| UPS / United Parcel Service, Inc.
|
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|
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|
| PFE / Pfizer Inc.
|
|
|
|
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|
| PGR / The Progressive Corporation
|
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|
|
|
|
|
|
| COP / ConocoPhillips
|
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|
|
|
|
|
|
| ZBH / Zimmer Biomet Holdings, Inc.
|
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|
|
|
|
|
|
| EFX / Equifax Inc.
|
|
|
|
|
|
|
|
| WMB / The Williams Companies, Inc.
|
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|
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| AFL / Aflac Incorporated
|
|
|
|
|
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|
| MO / Altria Group, Inc.
|
|
|
|
|
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|
|
| NSC / Norfolk Southern Corporation
|
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|
|
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|
|
| CVS / CVS Health Corporation
|
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|
|
|
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|
| CL / Colgate-Palmolive Company
|
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|
|
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|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
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|
|
| CMCSA / Comcast Corporation
|
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|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
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|
|
|
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|
|
| AMAT / Applied Materials, Inc.
|
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|
|
|
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|
|
| EQIX / Equinix, Inc.
|
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|
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|
|
| SPG / Simon Property Group, Inc.
|
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|
|
|
|
|
|
| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
| SNY / Sanofi - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
| SPGI / S&P Global Inc.
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
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|
|
| VB / Vanguard Index Funds - Vanguard Small-Cap ETF
|
|
|
|
|
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| BTZ / BlackRock Credit Allocation Income Trust
|
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|
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|
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| GLD / SPDR Gold Trust
|
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|
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|
|
| NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
|
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|
|
|
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|
|
| UL / Unilever PLC - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| XOM / Exxon Mobil Corporation
|
|
|
|
|
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|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
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|
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| SO / The Southern Company
|
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|
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|
|
| PCN / PIMCO Corporate & Income Strategy Fund
|
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|
|
|
|
|
| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
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|
|
|
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|
|
| PPL / PPL Corporation
|
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|
| ENB / Enbridge Inc.
|
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|
| AZO / AutoZone, Inc.
|
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| DE / Deere & Company
|
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|
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|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
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| MCD / McDonald's Corporation
|
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|
|
| SYK / Stryker Corporation
|
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|
| HDV / iShares Trust - iShares Core High Dividend ETF
|
|
|
|
|
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|
|
| USB / U.S. Bancorp
|
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|
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|
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|
|
| MUB / iShares Trust - iShares National Muni Bond ETF
|
|
|
|
|
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|
|
| GPC / Genuine Parts Company
|
|
|
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|
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|
|
| AAPL / Apple Inc.
|
|
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|
|
|
|
|
| PFF / iShares Trust - iShares Preferred and Income Securities ETF
|
|
|
|
|
|
|
|
| ROK / Rockwell Automation, Inc.
|
|
|
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|
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| AON / Aon plc
|
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|
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|
|
| BTI / British American Tobacco p.l.c. - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| DIA / SPDR Dow Jones Industrial Average ETF Trust
|
|
|
|
|
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|
|
| AVGO / Broadcom Inc.
|
|
|
|
|
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|
|
| TGT / Target Corporation
|
|
|
|
|
|
|
|
| HUM / Humana Inc.
|
|
|
|
|
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|
|
| CSCO / Cisco Systems, Inc.
|
|
|
|
|
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|
|
| CRM / Salesforce, Inc.
|
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|
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|
|
| ICE / Intercontinental Exchange, Inc.
|
|
|
|
|
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|
|
| CARR / Carrier Global Corporation
|
|
|
|
|
|
|
|
| CSX / CSX Corporation
|
|
|
|
|
|
|
|
| HSY / The Hershey Company
|
|
|
|
|
|
|
|
| PEG / Public Service Enterprise Group Incorporated
|
|
|
|
|
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|
|
| GILD / Gilead Sciences, Inc.
|
|
|
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|
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|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
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|
| CAT / Caterpillar Inc.
|
|
|
|
|
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|
|
| ZTS / Zoetis Inc.
|
|
|
|
|
|
|
|
| MDT / Medtronic plc
|
|
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|
|
|
|
|
| IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
|
|
|
|
|
|
|
|
| PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
|
|
|
|
|
|
|
|
| APD / Air Products and Chemicals, Inc.
|
|
|
|
|
|
|
|
| AMT / American Tower Corporation
|
|
|
|
|
|
|
|
| CRWD / CrowdStrike Holdings, Inc.
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
|
|
|
|
|
|
|
| CI / The Cigna Group
|
|
|
|
|
|
|
|
| MRVL / Marvell Technology, Inc.
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| V / Visa Inc.
|
|
|
|
|
|
|
|
| T / AT&T Inc.
|
|
|
|
|
|
|
|
| DGRO / iShares Trust - iShares Core Dividend Growth ETF
|
|
|
|
|
|
|
|
| GIS / General Mills, Inc.
|
|
|
|
|
|
|
|
| JNJ / Johnson & Johnson
|
|
|
|
|
|
|
|
| FDX / FedEx Corporation
|
|
|
|
|
|
|
|
| GOOGL / Alphabet Inc.
|
|
|
|
|
|
|
|
| IWM / iShares Trust - iShares Russell 2000 ETF
|
|
|
|
|
|
|
|
| WM / Waste Management, Inc.
|
|
|
|
|
|
|
|
| WELL / Welltower Inc.
|
|
|
|
|
|
|
|
| XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| DEO / Diageo plc - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| VGT / Vanguard World Fund - Vanguard Information Technology ETF
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| ELV / Elevance Health, Inc.
|
|
|
|
|
|
|
|
| AMGN / Amgen Inc.
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| NVS / Novartis AG - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| ET / Energy Transfer LP - Limited Partnership
|
|
|
|
|
|
|
|
| CCI / Crown Castle Inc.
|
|
|
|
|
|
|
|
| MET / MetLife, Inc.
|
|
|
|
|
|
|
|
| NOC / Northrop Grumman Corporation
|
|
|
|
|
|
|
|
| NKE / NIKE, Inc.
|
|
|
|
|
|
|
|
| XJH / iShares Trust - iShares ESG Select Screened S&P Mid-Cap ETF
|
|
|
|
|
|
|
|
| GD / General Dynamics Corporation
|
|
|
|
|
|
|
|
| TJX / The TJX Companies, Inc.
|
|
|
|
|
|
|
|
| EW / Edwards Lifesciences Corporation
|
|
|
|
|
|
|
|
| DHR / Danaher Corporation
|
|
|
|
|
|
|
|
| VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
|
|
|
|
|
|
|
|
| DLR / Digital Realty Trust, Inc.
|
|
|
|
|
|
|
|
| OTIS / Otis Worldwide Corporation
|
|
|
|
|
|
|
|
| IVOO / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 ETF
|
|
|
|
|
|
|
|
| WEC / WEC Energy Group, Inc.
|
|
|
|
|
|
|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
| FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
|
|
|
|
|
|
|
|
| FSS / Federal Signal Corporation
|
|
|
|
|
|
|
|
| LNC / Lincoln National Corporation
|
|
|
|
|
|
|
|
| IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
|
|
| SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
| C.WSA / Citigroup, Inc.
|
|
|
|
|
|
|
|
| VRTX / Vertex Pharmaceuticals Incorporated
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
| AXP / American Express Company
|
|
|
|
|
|
|
|
| XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| GNRC / Generac Holdings Inc.
|
|
|
|
|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
| SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
|
|
|
|
|
|
|
|
| XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| INTU / Intuit Inc.
|
|
|
|
|
|
|
|
| NEA / Nuveen AMT-Free Quality Municipal Income Fund
|
|
|
|
|
|
|
|
| IBB / iShares Trust - iShares Biotechnology ETF
|
|
|
|
|
|
|
|
| CME / CME Group Inc.
|
|
|
|
|
|
|
|
| ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
|
|
|
|
|
|
|
|
| PAYX / Paychex, Inc.
|
|
|
|
|
|
|
|
| VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
|
|
|
|
|
|
|
|
| IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
|
|
|
|
|
|
|
|
| IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
|
|
|
|
|
|
|
|
| NBIX / Neurocrine Biosciences, Inc.
|
|
|
|
|
|
|
|
| LRCX / Lam Research Corporation
|
|
|
|
|
|
|
|
| FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
|
|
|
|
|
|
|
|
| GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
|
|
|
|
|
|
|
|
| SHOP / Shopify Inc.
|
|
|
|
|
|
|
|
| MRK / Merck & Co., Inc.
|
|
|
|
|
|
|
|
| IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
|
|
|
|
|
|
|
|
| VFH / Vanguard World Fund - Vanguard Financials ETF
|
|
|
|
|
|
|
|
| IWB / iShares Trust - iShares Russell 1000 ETF
|
|
|
|
|
|
|
|
| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
|
|
|
|
|
| PRK / Park National Corporation
|
|
|
|
|
|
|
|
| IXN / iShares Trust - iShares Global Tech ETF
|
|
|
|
|
|
|
|
| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
|
|
|
|
|
|
|
| MDLZ / Mondelez International, Inc.
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| STZ / Constellation Brands, Inc.
|
|
|
|
|
|
|
|
| DRI / Darden Restaurants, Inc.
|
|
|
|
|
|
|
|
| COF / Capital One Financial Corporation
|
|
|
|
|
|
|
|
| META / Meta Platforms, Inc.
|
|
|
|
|
|
|
|
| DNP / DNP Select Income Fund Inc.
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
|
|
|
|
|
|
|
| PNC / The PNC Financial Services Group, Inc.
|
|
|
|
|
|
|
|
| IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
|
|
|
|
|
|
|
|
| ABT / Abbott Laboratories
|
|
|
|
|
|
|
|
| PM / Philip Morris International Inc.
|
|
|
|
|
|
|
|
| FIS / Fidelity National Information Services, Inc.
|
|
|
|
|
|
|
|
| EXR / Extra Space Storage Inc.
|
|
|
|
|
|
|
|
| GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
|
|
|
|
|
|
|
|
| IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
|
|
|
|
|
|
|
|
| AMD / Advanced Micro Devices, Inc.
|
|
|
|
|
|
|
|
| FITB / Fifth Third Bancorp
|
|
|
|
|
|
|
|
| BRK.A / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| SMH / VanEck ETF Trust - VanEck Semiconductor ETF
|
|
|
|
|
|
|
|
| INTC / Intel Corporation
|
|
|
|
|
|
|
|
| NFLX / Netflix, Inc.
|
|
|
|
|
|
|
|
| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
|
|
|
|
|
|
|
|
| IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
|
|
|
|
|
|
|
|
| VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| ISRG / Intuitive Surgical, Inc.
|
|
|
|
|
|
|
|
| DVY / iShares Trust - iShares Select Dividend ETF
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
|
|
|
|
|
|
| D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| KMB / Kimberly-Clark Corporation
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| TD / The Toronto-Dominion Bank
|
|
|
|
|
|
|
|
| TSCO / Tractor Supply Company
|
|
|
|
|
|
|
|
| FHI / Federated Hermes, Inc.
|
|
|
|
|
|
|
|
| TSLA / Tesla, Inc.
|
|
|
|
|
|
|
|
| KMI / Kinder Morgan, Inc.
|
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| BR / Broadridge Financial Solutions, Inc.
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| NEE / NextEra Energy, Inc.
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| MSFT / Microsoft Corporation
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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| AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
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| HD / The Home Depot, Inc.
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| IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
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| UTG / Reaves Utility Income Fund
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| PHYS / Sprott Physical Gold Trust
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| EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
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| SYY / Sysco Corporation
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| UNH / UnitedHealth Group Incorporated
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| ETN / Eaton Corporation plc
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| WRB / W. R. Berkley Corporation
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| USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
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| VZ / Verizon Communications Inc.
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| NVDA / NVIDIA Corporation
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| NOW / ServiceNow, Inc.
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| MYI / BlackRock MuniYield Quality Fund III, Inc.
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| IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
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| LMT / Lockheed Martin Corporation
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| BFK / BlackRock Municipal Income Trust
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| SCHWAB CHARLES FAMILY FD
/ AMT TAX FREE MNY (808515530) |
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| BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
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| FSP / Franklin Street Properties Corp.
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| SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
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| HAS / Hasbro, Inc.
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| NTR / Nutrien Ltd.
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| LBRDA / Liberty Broadband Corporation
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| DUK / Duke Energy Corporation
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| IBM / International Business Machines Corporation
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| IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
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| CTVA / Corteva, Inc.
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| EMR / Emerson Electric Co.
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| AMZN / Amazon.com, Inc.
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| LLY / Eli Lilly and Company
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| IWF / iShares Trust - iShares Russell 1000 Growth ETF
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| VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
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| IGM / iShares Trust - iShares Expanded Tech Sector ETF
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| PFIX / Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF
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| IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
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| VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
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| BAX / Baxter International Inc.
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| GPN / Global Payments Inc.
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| GPRO / GoPro, Inc.
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| LMDXF / LumiraDx Limited
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| SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
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| ALB / Albemarle Corporation
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| WCN / Waste Connections, Inc.
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| PEP / PepsiCo, Inc.
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| CXE / MFS High Income Municipal Trust
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| CP / Canadian Pacific Kansas City Limited
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| UP / Wheels Up Experience Inc.
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| MMM / 3M Company
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| LOW / Lowe's Companies, Inc.
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| PFG / Principal Financial Group, Inc.
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| EPD / Enterprise Products Partners L.P. - Limited Partnership
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| VHT / Vanguard World Fund - Vanguard Health Care ETF
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
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| KO / The Coca-Cola Company
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| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
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| COST / Costco Wholesale Corporation
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| MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
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| ADBE / Adobe Inc.
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| SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
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| WBA / Walgreens Boots Alliance, Inc.
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| SLB / Schlumberger Limited
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| XEL / Xcel Energy Inc.
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| ITW / Illinois Tool Works Inc.
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| AEP / American Electric Power Company, Inc.
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.
