Market Value589,227,708
Total Holdings422
File Date2023-12-13
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
LH / Labcorp Holdings Inc.
EWU / iShares Trust - iShares MSCI United Kingdom ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
GT / The Goodyear Tire & Rubber Company
PGR / The Progressive Corporation
PLD / Prologis, Inc.
KOD / Kodiak Sciences Inc.
DLTR / Dollar Tree, Inc.
AIG / American International Group, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
PRDO / Perdoceo Education Corporation
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
CLSA / Exchange Listed Funds Trust - Cabana Target Leading Sector Aggressive ETF
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
US09257WAC47 / Blackstone Mtg Tr Inc Bond
ITB / iShares Trust - iShares U.S. Home Construction ETF
SHW / The Sherwin-Williams Company
AGR / Avangrid, Inc.
AFIN / American Fin Tr Inc - Class A
ATO / Atmos Energy Corporation
EBAY / eBay Inc.
AMN / AMN Healthcare Services, Inc.
SPGI / S&P Global Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
C.WSA / Citigroup, Inc.
PWR / Quanta Services, Inc.
AVGO / Broadcom Inc.
VRTX / Vertex Pharmaceuticals Incorporated
VET / Vermilion Energy Inc.
FANG / Diamondback Energy, Inc.
SNPS / Synopsys, Inc.
EXPD / Expeditors International of Washington, Inc.
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
QTEC / First Trust Exchange-Traded Fund - First Trust NASDAQ-100-Technology Sector Index Fund
AFL / Aflac Incorporated
GD / General Dynamics Corporation
ZM / Zoom Communications Inc.
SRC / Spirit Realty Capital, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ZTS / Zoetis Inc.
EMR / Emerson Electric Co.
WH / Wyndham Hotels & Resorts, Inc.
MPC / Marathon Petroleum Corporation
MO / Altria Group, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
BK / The Bank of New York Mellon Corporation
HAS / Hasbro, Inc.
DFIC / Dimensional ETF Trust - Dimensional International Core Equity 2 ETF
EQIX / Equinix, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
SON / Sonoco Products Company
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
AWK / American Water Works Company, Inc.
HIG / The Hartford Insurance Group, Inc.
DVN / Devon Energy Corporation
ADBE / Adobe Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
BGS / B&G Foods, Inc.
ORCL / Oracle Corporation
BCE / BCE Inc.
PKE / Park Aerospace Corp.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
DHR / Danaher Corporation
IXJ / iShares Trust - iShares Global Healthcare ETF
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
AXP / American Express Company
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
EPD / Enterprise Products Partners L.P. - Limited Partnership
SPY / SPDR S&P 500 ETF
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
ACN / Accenture plc
FTGC / First Trust Exchange-Traded Fund VII - First Trust Global Tactical Commodity Strategy Fund
WBD / Warner Bros. Discovery, Inc.
TT / Trane Technologies plc
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
VLO / Valero Energy Corporation
SOXX / iShares Trust - iShares Semiconductor ETF
MU / Micron Technology, Inc.
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
QQQ / Invesco QQQ Trust, Series 1
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
WD / Walker & Dunlop, Inc.
REM / iShares Trust - iShares Mortgage Real Estate ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
MDLZ / Mondelez International, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SOFI / SoFi Technologies, Inc.
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
IYJ / iShares Trust - iShares U.S. Industrials ETF
FLTB / Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF
BG / Bunge Global SA
MARB / First Trust Exchange-Traded Fund III - First Trust Merger Arbitrage ETF
TDTT / FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
FLTR / VanEck ETF Trust - VanEck IG Floating Rate ETF
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
AMD / Advanced Micro Devices, Inc.
NNN / NNN REIT, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
COMT / iShares U.S. ETF Trust - iShares GSCI Commodity Dynamic Roll Strategy ETF
SBUX / Starbucks Corporation
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
TIP / iShares Trust - iShares TIPS Bond ETF
INTC / Intel Corporation
GM / General Motors Company
OEF / iShares Trust - iShares S&P 100 ETF
ODFL / Old Dominion Freight Line, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
PFG / Principal Financial Group, Inc.
ADI / Analog Devices, Inc.
VFH / Vanguard World Fund - Vanguard Financials ETF
FITB / Fifth Third Bancorp
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
IBB / iShares Trust - iShares Biotechnology ETF
ABBV / AbbVie Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
IPG / The Interpublic Group of Companies, Inc.
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
PBJ / Invesco Exchange-Traded Fund Trust - Invesco Food & Beverage ETF
MCD / McDonald's Corporation
FCFS / FirstCash Holdings, Inc.
ON / ON Semiconductor Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
IQV / IQVIA Holdings Inc.
LMT / Lockheed Martin Corporation
PPH / VanEck ETF Trust - VanEck Pharmaceutical ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
FIS / Fidelity National Information Services, Inc.
CF / CF Industries Holdings, Inc.
EXPE / Expedia Group, Inc.
LYG / Lloyds Banking Group plc - Depositary Receipt (Common Stock)
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
VICI / VICI Properties Inc.
JPUS / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
HTGC / Hercules Capital, Inc.
HBI / Hanesbrands Inc.
CME / CME Group Inc.
TMO / Thermo Fisher Scientific Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
SO / The Southern Company
LYB / LyondellBasell Industries N.V.
AMGN / Amgen Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
AVDV / American Century ETF Trust - Avantis International Small Cap Value ETF
D / Dominion Energy, Inc.
EWG / iShares, Inc. - iShares MSCI Germany ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
TIPX / SPDR Series Trust - SPDR Bloomberg 1-10 Year TIPS ETF
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
AMZN / Amazon.com, Inc.
VOX / Vanguard World Fund - Vanguard Communication Services ETF
QCOM / QUALCOMM Incorporated
SPEU / SPDR Index Shares Funds - SPDR Portfolio Europe ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
CI / The Cigna Group
TDSC / Exchange Listed Funds Trust - ETC Cabana Target Drawdown 10 ETF
IAG / IAMGOLD Corporation
DVY / iShares Trust - iShares Select Dividend ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
NOC / Northrop Grumman Corporation
PM / Philip Morris International Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
GOOGL / Alphabet Inc.
TFX / Teleflex Incorporated
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
DUK / Duke Energy Corporation
GLD / SPDR Gold Trust
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
JPM / JPMorgan Chase & Co.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
TDVG / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Dividend Growth ETF
AMAT / Applied Materials, Inc.
BAC / Bank of America Corporation
DIS / The Walt Disney Company
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
MBB / iShares Trust - iShares MBS ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
CINF / Cincinnati Financial Corporation
SCHW / The Charles Schwab Corporation
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
IWX / iShares Trust - iShares Russell Top 200 Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
BDX / Becton, Dickinson and Company
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
NEE / NextEra Energy, Inc.
CRM / Salesforce, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
CFG / Citizens Financial Group, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
AMT / American Tower Corporation
MS / Morgan Stanley
MMC / Marsh & McLennan Companies, Inc.
TMUS / T-Mobile US, Inc.
TSLA / Tesla, Inc.
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
NFLX / Netflix, Inc.
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
T / AT&T Inc.
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
QUS / SPDR Series Trust - SPDR MSCI USA StrategicFactors ETF
AEP / American Electric Power Company, Inc.
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
TXN / Texas Instruments Incorporated
DIA / SPDR Dow Jones Industrial Average ETF Trust
UPS / United Parcel Service, Inc.
LIN / Linde plc
BKNG / Booking Holdings Inc.
MA / Mastercard Incorporated
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
MET / MetLife, Inc.
MSFT / Microsoft Corporation
RTX / RTX Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
HUM / Humana Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
LNG / Cheniere Energy, Inc.
HD / The Home Depot, Inc.
MUNI / PIMCO ETF Trust - PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
VIOO / Vanguard Admiral Funds - Vanguard S&P Small-Cap 600 ETF
FSIG / First Trust Exchange-Traded Fund IV - First Trust Limited Duration Investment Grade Corporate ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ETR / Entergy Corporation
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CION / CION Investment Corporation
LAMR / Lamar Advertising Company
PFE / Pfizer Inc.
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
TFC / Truist Financial Corporation
HCA / HCA Healthcare, Inc.
APD / Air Products and Chemicals, Inc.
CSX / CSX Corporation
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
GPC / Genuine Parts Company
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
ETN / Eaton Corporation plc
CSCO / Cisco Systems, Inc.
MCK / McKesson Corporation
CMCSA / Comcast Corporation
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
CVX / Chevron Corporation
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
USB / U.S. Bancorp
C / Citigroup Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VSAT / Viasat, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
NVDA / NVIDIA Corporation
COP / ConocoPhillips
ES / Eversource Energy
SRE / Sempra
UNH / UnitedHealth Group Incorporated
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
VZ / Verizon Communications Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
WMB / The Williams Companies, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
XOM / Exxon Mobil Corporation
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
WMT / Walmart Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
AAPL / Apple Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
FCVT / First Trust Exchange-Traded Fund IV - First Trust SSI Strategic Convertible Securities ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
CGCP / Capital Group Fixed Income ETF Trust - Capital Group Core Plus Income ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
CECO / CECO Environmental Corp.
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
SPIP / SPDR Series Trust - SPDR Portfolio TIPS ETF
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
COR / Cencora, Inc.
LLY / Eli Lilly and Company
EW / Edwards Lifesciences Corporation
CTVA / Corteva, Inc.
FHN / First Horizon Corporation
F / Ford Motor Company
KMX / CarMax, Inc.
INGR / Ingredion Incorporated
BX / Blackstone Inc.
AGNC / AGNC Investment Corp.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
MRK / Merck & Co., Inc.
BRK.B / Berkshire Hathaway Inc.
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
ELV / Elevance Health, Inc.
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
ICE / Intercontinental Exchange, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
NXPI / NXP Semiconductors N.V.
TILL / Listed Funds Trust - Teucrium Agricultural Strategy No K-1 ETF
ZBRA / Zebra Technologies Corporation
CDNS / Cadence Design Systems, Inc.
NETL / ETF Series Solutions - NETLease Corporate Real Estate ETF
FE / FirstEnergy Corp.
WFC / Wells Fargo & Company
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
OMC / Omnicom Group Inc.
KO / The Coca-Cola Company
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
GOOG / Alphabet Inc.
CNQ / Canadian Natural Resources Limited
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
CVS / CVS Health Corporation
REET / iShares Trust - iShares Global REIT ETF
GGN / GAMCO Global Gold, Natural Resources & Income Trust
CTAS / Cintas Corporation
COST / Costco Wholesale Corporation
FLOT / iShares Trust - iShares Floating Rate Bond ETF
ABT / Abbott Laboratories
META / Meta Platforms, Inc.
ACI / Albertsons Companies, Inc.
NEP / XPLR Infrastructure, LP - Limited Partnership
ROP / Roper Technologies, Inc.
FSK / FS KKR Capital Corp.
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
CAT / Caterpillar Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
GIS / General Mills, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
PEP / PepsiCo, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
SIXG / ETF Series Solutions - Defiance Connective Technologies ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
MRNA / Moderna, Inc.
ARCC / Ares Capital Corporation
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
EPAM / EPAM Systems, Inc.
STLD / Steel Dynamics, Inc.
PECO / Phillips Edison & Company, Inc.
BR / Broadridge Financial Solutions, Inc.
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GWX / SPDR Index Shares Funds - SPDR S&P International Small Cap ETF
WTRG / Essential Utilities, Inc.
BLDR / Builders FirstSource, Inc.
CCI / Crown Castle Inc.
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
IP / International Paper Company
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
TJX / The TJX Companies, Inc.
ENB / Enbridge Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
SPFI / South Plains Financial, Inc.
PH / Parker-Hannifin Corporation
NVAX / Novavax, Inc.
FTSL / First Trust Exchange-Traded Fund IV - First Trust Senior Loan Fund
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IBM / International Business Machines Corporation
EMLC / VanEck ETF Trust - VanEck J.P. Morgan EM Local Currency Bond ETF
GE / General Electric Company
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
DLR / Digital Realty Trust, Inc.
BIL / SPDR Series Trust - SPDR Bloomberg 1-3 Month T-Bill ETF
DGRO / iShares Trust - iShares Core Dividend Growth ETF
GILD / Gilead Sciences, Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
DFAC / Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
MUB / iShares Trust - iShares National Muni Bond ETF
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
CB / Chubb Limited
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
V / Visa Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
SHM / SPDR Series Trust - SPDR Nuveen ICE Short Term Municipal Bond ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
CMP / Compass Minerals International, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
RSPT / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Technology ETF
MCHI / iShares Trust - iShares MSCI China ETF
EIX / Edison International
JIRE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Research Enhanced Equity ETF
ALL / The Allstate Corporation
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
PBA / Pembina Pipeline Corporation
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
JNJ / Johnson & Johnson
KEY / KeyCorp
IVW / iShares Trust - iShares S&P 500 Growth ETF
BA / The Boeing Company
NLY / Annaly Capital Management, Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
BRK.A / Berkshire Hathaway Inc.
EOG / EOG Resources, Inc.
BBJP / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF
FI / Fiserv, Inc.
MDT / Medtronic plc
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
PG / The Procter & Gamble Company
DAR / Darling Ingredients Inc.