Market Value9,976,052,000
Total Holdings718
File Date2020-08-14
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
FOCS / Focus Financial Partners Inc - Class A
US98212B1035 / WPX Energy, Inc.
EOG / EOG Resources, Inc.
DISCA / Discovery Inc - Class A
GAIN / Gladstone Investment Corporation
GDEN / Golden Entertainment, Inc.
GOSS / Gossamer Bio, Inc.
ULSGF / UBS AG
USB.PRN / US Bancorp Del Put
US2692464017 / E*TRADE Financial, Inc.
JHMF / John Hancock Investment Management LLC - John Hancock Multifactor Financials ETF
LK / Luckin Coffee Inc.
MFSF / MutualFirst Financial, Inc.
SDOW / ProShares Trust - ProShares UltraPro Short Dow30
WBC / Wabco Holdings, Inc.
/ TD AmeriTrade Holding Corp.
US26885B1008 / EQT Midstream Partners LP
MLNX / Mellanox Technologies, Ltd.
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
/ Immunomedics, Inc.
US2655041000 / Dunkin' Brands Group, Inc.
US60739U2042 / MobileIron, Inc.
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X Shares
TBBK / The Bancorp, Inc.
IFGL / iShares Trust - iShares International Developed Real Estate ETF
GOOS / Canada Goose Holdings Inc.
SCVL / Shoe Carnival, Inc.
US35352P1049 / Franklin Financial Network Inc.
BBEU / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Europe ETF
46434V571 / iShares iBonds Sep 2020 Term Muni Bond ETF
904784709 / Unilever N.V.
BPMP / BP Midstream Partners LP - Unit
AVGO / Broadcom Inc.
PEAK / Healthpeak Properties, Inc.
MTOR / Meritor Inc
UMBF / UMB Financial Corporation
NTG / Tortoise Midstream Energy Fund, Inc.
46434VAQ3 / iShares iBonds Dec 2020 Term Corporate ETF
MS / Morgan Stanley
AXP / American Express Company
MGPI / MGP Ingredients, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
BMY / Bristol-Myers Squibb Company
TJX / The TJX Companies, Inc.
RDS.B / Shell Plc - ADR
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
ATAX / America First Multifamily Investors LP - Unit
00B5M6XQ7 / INTL FCStone Inc.
XEC / Cimarex Energy Co.
US16941M1099 / China Mobile Ltd.
ZNGA / Zynga Inc - Class A
MHO / M/I Homes, Inc.
BAX / Baxter International Inc.
FRST / Primis Financial Corp.
RTN / Raytheon Co.
IBMJ / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Muni Bond ETF
98235T107 / Wright Medical Group N.V.
BDX / Becton, Dickinson and Company
ALB / Albemarle Corporation
MRK / Merck & Co., Inc.
TSCO / Tractor Supply Company
PEG / Public Service Enterprise Group Incorporated
LKQ / LKQ Corporation
ON / ON Semiconductor Corporation
WFC / Wells Fargo & Company
RPM / RPM International Inc.
LVS / Las Vegas Sands Corp.
HSY / The Hershey Company
VTR / Ventas, Inc.
DUK / Duke Energy Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
TRV / The Travelers Companies, Inc.
ATCO.PRD / Atlas Corp. - Preferred Stock
GOOGL / Alphabet Inc.
VTV / Vanguard Index Funds - Vanguard Value ETF
REAL / The RealReal, Inc.
LTHM / Livent Corporation
CEQP / Crestwood Equity Partners LP - Unit
WKC / World Kinect Corporation
IBMK / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Muni Bond ETF
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
EVF / Eaton Vance Senior Income Trust
IBM / International Business Machines Corporation
UL / Unilever PLC - Depositary Receipt (Common Stock)
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
CERN / Cerner Corp.
PFF / iShares Trust - iShares Preferred and Income Securities ETF
DRE / Duke Realty Corporation - Preferred Security
XLNX / Xilinx, Inc.
BAM / Brookfield Asset Management Ltd.
GII / SPDR Index Shares Funds - SPDR S&P Global Infrastructure ETF
SHLX / Shell Midstream Partners L.P. - Unit
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
EXAS / Exact Sciences Corporation
US67061Q1076 / Nuveen Maryland Quality Muncpl Incm Fund
TPZ / Tortoise Essential Energy Fund
UDEC / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December
UOCT / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - October
EJUL / Innovator ETFs Trust - Innovator Emerging Markets Power Buffer ETF - July
IJUL / Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July
KBE / SPDR Series Trust - SPDR S&P Bank ETF
PBCT / People`s United Financial Inc
FEYE / FireEye Inc
AFIN / American Fin Tr Inc - Class A
HNI / HNI Corporation
BPT / BP Prudhoe Bay Royalty Trust
VER / VEREIT Inc
VIVO / Meridian Bioscience Inc.
IBDD / BlackRock Institutional Trust Company N.A. - iShares iBonds Mar 2023 Term Corporate ETF
SAFM / Sanderson Farms, Inc.
REM / iShares Trust - iShares Mortgage Real Estate ETF
PSXP / Phillips 66 Partners LP - Units
NLY / Annaly Capital Management, Inc.
FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
CI / The Cigna Group
DNP / DNP Select Income Fund Inc.
BHC / Bausch Health Companies Inc.
KSU / Kansas City Southern
KYN / Kayne Anderson Energy Infrastructure Fund, Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
COR / Cencora, Inc.
KNX / Knight-Swift Transportation Holdings Inc.
IBND / SPDR Series Trust - SPDR Bloomberg International Corporate Bond ETF
CEF / Sprott Physical Gold and Silver Trust
NOMD / Nomad Foods Limited
IBKR / Interactive Brokers Group, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
MUB / iShares Trust - iShares National Muni Bond ETF
FE / FirstEnergy Corp.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
NTRS / Northern Trust Corporation
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
TAP / Molson Coors Beverage Company
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
IBDS / iShares Trust - iShares iBonds Dec 2027 Term Corporate ETF
CORR / CorEnergy Infrastructure Trust, Inc.
US9021041085 / II-VI, Inc.
BAB / Invesco Exchange-Traded Fund Trust II - Invesco Taxable Municipal Bond ETF
GOLD / Barrick Mining Corporation
IP / International Paper Company
JNCE / Jounce Therapeutics Inc
ATVI / Activision Blizzard Inc
SHEL / Shell plc - Depositary Receipt (Common Stock)
PAYS / Paysign, Inc.
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
MNA / New York Life Investments ETF Trust - NYLI Merger Arbitrage ETF
RDN / Radian Group Inc.
MOGO / Mogo Inc.
TSLX / Sixth Street Specialty Lending, Inc.
BRMK / Broadmark Realty Capital Inc
CLBK / Columbia Financial, Inc.
XPER / Xperi Inc.
BCO / The Brink's Company
CARR / Carrier Global Corporation
RY / Royal Bank of Canada
NYF / iShares Trust - iShares New York Muni Bond ETF
TPYP / Tortoise Capital Series Trust - Tortoise North American Pipeline Fund
AUY / Yamana Gold Inc.
FFBC / First Financial Bancorp.
TBLU / Managed Portfolio Series - Tortoise Global Water ESG Fund
TTC / The Toro Company
CAT / Caterpillar Inc.
SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
DLR / Digital Realty Trust, Inc.
PRA / ProAssurance Corporation
ICF / iShares Trust - iShares Select U.S. REIT ETF
GD / General Dynamics Corporation
IDCC / InterDigital, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
BJ / BJ's Wholesale Club Holdings, Inc.
HPI / John Hancock Preferred Income Fund
NAD / Nuveen Quality Municipal Income Fund
GLW / Corning Incorporated
AFL / Aflac Incorporated
IBML / iShares Trust - iShares iBonds Dec 2023 Term Muni Bond ETF
SAR / Saratoga Investment Corp.
OSBC / Old Second Bancorp, Inc.
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
AMJ / JPMorgan Alerian MLP Index ETN - Corporate Bond/Note
SNN / Smith & Nephew plc - Depositary Receipt (Common Stock)
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
BKI / Black Knight Inc - Class A
MMP / Magellan Midstream Partners L.P.
MNST / Monster Beverage Corporation
NEM / Newmont Corporation
ABB / ABB Ltd. - ADR
BMRN / BioMarin Pharmaceutical Inc.
X / United States Steel Corporation
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
WM / Waste Management, Inc.
NBIS / Nebius Group N.V.
ROK / Rockwell Automation, Inc.
FR / First Industrial Realty Trust, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
GM / General Motors Company
GILD / Gilead Sciences, Inc.
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
ZTS / Zoetis Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
PB / Prosperity Bancshares, Inc.
DAL / Delta Air Lines, Inc.
DIS / The Walt Disney Company
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
WMB / The Williams Companies, Inc.
USFD / US Foods Holding Corp.
NJR / New Jersey Resources Corporation
MRNA / Moderna, Inc.
IWV / iShares Trust - iShares Russell 3000 ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
HON / Honeywell International Inc.
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
LNC / Lincoln National Corporation
GS / The Goldman Sachs Group, Inc.
RIO / Rio Tinto Group - Depositary Receipt (Common Stock)
VZ / Verizon Communications Inc.
KMI / Kinder Morgan, Inc.
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
TIP / iShares Trust - iShares TIPS Bond ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
ARCC / Ares Capital Corporation
AJG / Arthur J. Gallagher & Co.
AXTA / Axalta Coating Systems Ltd.
CL / Colgate-Palmolive Company
NSC / Norfolk Southern Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
EELV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Low Volatility ETF
GE / General Electric Company
CMI / Cummins Inc.
ELAN / Elanco Animal Health Incorporated
BIDU / Baidu, Inc. - Depositary Receipt (Common Stock)
XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
TMUS / T-Mobile US, Inc.
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
ECL / Ecolab Inc.
VLO / Valero Energy Corporation
CCK / Crown Holdings, Inc.
RTX / RTX Corporation
UPS / United Parcel Service, Inc.
PZA / Invesco Exchange-Traded Fund Trust II - Invesco National AMT-Free Municipal Bond ETF
IWM / iShares Trust - iShares Russell 2000 ETF
PFG / Principal Financial Group, Inc.
PHYS / Sprott Physical Gold Trust
AMT / American Tower Corporation
SRE / Sempra
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
CNC / Centene Corporation
MBB / iShares Trust - iShares MBS ETF
ETY / Eaton Vance Tax-Managed Diversified Equity Income Fund
MRO / Marathon Oil Corporation
HTD / John Hancock Tax-Advantaged Dividend Income Fund
NS / NuStar Energy L.P. - Limited Partnership
IYR / iShares Trust - iShares U.S. Real Estate ETF
LBAI / Lakeland Bancorp, Inc.
SHEN / Shenandoah Telecommunications Company
SPLK / Splunk Inc.
SO / The Southern Company
DVY / iShares Trust - iShares Select Dividend ETF
MDY / SPDR S&P MidCap 400 ETF Trust
WEC / WEC Energy Group, Inc.
NOC / Northrop Grumman Corporation
KR / The Kroger Co.
MET / MetLife, Inc.
DBC / Invesco DB Commodity Index Tracking Fund
IBMM / iShares Trust - iShares iBonds Dec 2024 Term Muni Bond ETF
WDC / Western Digital Corporation
CVX / Chevron Corporation
CHRW / C.H. Robinson Worldwide, Inc.
MCD / McDonald's Corporation
DOC / Healthpeak Properties, Inc.
VIRT / Virtu Financial, Inc.
CME / CME Group Inc.
ACWI / iShares Trust - iShares MSCI ACWI ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
FI / Fiserv, Inc.
UNP / Union Pacific Corporation
HD / The Home Depot, Inc.
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
BSX / Boston Scientific Corporation
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
KO / The Coca-Cola Company
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
GLD / SPDR Gold Trust
GSK / GSK plc - Depositary Receipt (Common Stock)
DGRO / iShares Trust - iShares Core Dividend Growth ETF
GLDM / World Gold Trust - SPDR Gold MiniShares Trust
IAU / iShares Gold Trust
APA / APA Corporation
LEG / Leggett & Platt, Incorporated
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
LOW / Lowe's Companies, Inc.
CMCSA / Comcast Corporation
ENV / Envestnet, Inc.
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
PFE / Pfizer Inc.
AAPL / Apple Inc.
FQAL / Fidelity Covington Trust - Fidelity Quality Factor ETF
TFC / Truist Financial Corporation
FIS / Fidelity National Information Services, Inc.
UBER / Uber Technologies, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
EMLP / First Trust Exchange-Traded Fund IV - First Trust North American Energy Infrastructure Fund
CFG / Citizens Financial Group, Inc.
IBMN / iShares Trust - iShares iBonds Dec 2025 Term Muni Bond ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
CHGG / Chegg, Inc.
DELL / Dell Technologies Inc.
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
HDB / HDFC Bank Limited - Depositary Receipt (Common Stock)
PAYX / Paychex, Inc.
QQQ / Invesco QQQ Trust, Series 1
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
BAC / Bank of America Corporation
CB / Chubb Limited
WRK / WestRock Company
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
PID / Invesco Exchange-Traded Fund Trust - Invesco International Dividend Achievers ETF
FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
SPGI / S&P Global Inc.
BK / The Bank of New York Mellon Corporation
QCOM / QUALCOMM Incorporated
COP / ConocoPhillips
SPSB / SPDR Series Trust - SPDR Portfolio Short Term Corporate Bond ETF
HIG / The Hartford Insurance Group, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
SYK / Stryker Corporation
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
CINF / Cincinnati Financial Corporation
NUV / Nuveen Municipal Value Fund, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
AMZN / Amazon.com, Inc.
EQR / Equity Residential
KHC / The Kraft Heinz Company
SJM / The J. M. Smucker Company
FITB / Fifth Third Bancorp
FMC / FMC Corporation
AEE / Ameren Corporation
CDW / CDW Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
ITUB / Itaú Unibanco Holding S.A. - Depositary Receipt (Common Stock)
GPC / Genuine Parts Company
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
MKC / McCormick & Company, Incorporated
ADBE / Adobe Inc.
NEA / Nuveen AMT-Free Quality Municipal Income Fund
INVH / Invitation Homes Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
ADI / Analog Devices, Inc.
IBB / iShares Trust - iShares Biotechnology ETF
CRK / Comstock Resources, Inc.
NDAQ / Nasdaq, Inc.
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PRF / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1000 ETF
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
ALL / The Allstate Corporation
MSFT / Microsoft Corporation
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
UNH / UnitedHealth Group Incorporated
YUMC / Yum China Holdings, Inc.
F / Ford Motor Company
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
BRK.B / Berkshire Hathaway Inc.
SBUX / Starbucks Corporation
VICI / VICI Properties Inc.
LMT / Lockheed Martin Corporation
SCHB / Schwab Strategic Trust - Schwab U.S. Broad Market ETF
INTC / Intel Corporation
TGT / Target Corporation
HAL / Halliburton Company
JPM / JPMorgan Chase & Co.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
ABBV / AbbVie Inc.
V / Visa Inc.
UTG / Reaves Utility Income Fund
PNC / The PNC Financial Services Group, Inc.
CSCO / Cisco Systems, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
SPY / SPDR S&P 500 ETF
LIN / Linde plc
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
LUV / Southwest Airlines Co.
BA / The Boeing Company
EQNR / Equinor ASA - Depositary Receipt (Common Stock)
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
PHG / Koninklijke Philips N.V. - Depositary Receipt (Common Stock)
EVBG / Everbridge, Inc.
APH / Amphenol Corporation
MPLX / MPLX LP - Limited Partnership
WMT / Walmart Inc.
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
TMO / Thermo Fisher Scientific Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
OHI / Omega Healthcare Investors, Inc.
STLD / Steel Dynamics, Inc.
AB / AllianceBernstein Holding L.P. - Limited Partnership
EQIX / Equinix, Inc.
TD / The Toronto-Dominion Bank
ADM / Archer-Daniels-Midland Company
FSK / FS KKR Capital Corp.
IDV / iShares Trust - iShares International Select Dividend ETF
EBAY / eBay Inc.
OGS / ONE Gas, Inc.
NRK / Nuveen New York AMT-Free Quality Municipal Income Fund
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
COST / Costco Wholesale Corporation
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
FNDC / Schwab Strategic Trust - Schwab Fundamental International Small Equity ETF
MWA / Mueller Water Products, Inc.
BX / Blackstone Inc.
TYG / Tortoise Energy Infrastructure Corporation
DD / DuPont de Nemours, Inc.
MDLZ / Mondelez International, Inc.
DIA / SPDR Dow Jones Industrial Average ETF Trust
EXC / Exelon Corporation
CAG / Conagra Brands, Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
SLB / Schlumberger Limited
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
LULU / lululemon athletica inc.
TRGP / Targa Resources Corp.
AMP / Ameriprise Financial, Inc.
IDOG / ALPS ETF Trust - ALPS International Sector Dividend Dogs ETF
HBI / Hanesbrands Inc.
PAA / Plains All American Pipeline, L.P. - Limited Partnership
ZBH / Zimmer Biomet Holdings, Inc.
ANDE / The Andersons, Inc.
CBSH / Commerce Bancshares, Inc.
IBN / ICICI Bank Limited - Depositary Receipt (Common Stock)
PTY / PIMCO Corporate & Income Opportunity Fund
PRU / Prudential Financial, Inc.
LNG / Cheniere Energy, Inc.
IBDT / iShares Trust - iShares iBonds Dec 2028 Term Corporate ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
ROP / Roper Technologies, Inc.
OEF / iShares Trust - iShares S&P 100 ETF
CBOE / Cboe Global Markets, Inc.
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
HRB / H&R Block, Inc.
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
SYY / Sysco Corporation
AAL / American Airlines Group Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
PWR / Quanta Services, Inc.
XRAY / DENTSPLY SIRONA Inc.
WBA / Walgreens Boots Alliance, Inc.
FDX / FedEx Corporation
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
HIW / Highwoods Properties, Inc.
OKE / ONEOK, Inc.
IPG / The Interpublic Group of Companies, Inc.
MCHP / Microchip Technology Incorporated
BE / Bloom Energy Corporation
ET / Energy Transfer LP - Limited Partnership
BBY / Best Buy Co., Inc.
CIVB / Civista Bancshares, Inc.
EA / Electronic Arts Inc.
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SVRA / Savara Inc.
IESC / IES Holdings, Inc.
USB / U.S. Bancorp
BBVA / Banco Bilbao Vizcaya Argentaria, S.A. - Depositary Receipt (Common Stock)
KTB / Kontoor Brands, Inc.
FSLY / Fastly, Inc.
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
YUM / Yum! Brands, Inc.
ETN / Eaton Corporation plc
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
OXY / Occidental Petroleum Corporation
LW / Lamb Weston Holdings, Inc.
PM / Philip Morris International Inc.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
FBND / Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
CTAS / Cintas Corporation
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
EQC / Equity Commonwealth
BOKF / BOK Financial Corporation
IGF / iShares Trust - iShares Global Infrastructure ETF
SHW / The Sherwin-Williams Company
ETRN / Equitrans Midstream Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PACB / Pacific Biosciences of California, Inc.
WPC / W. P. Carey Inc.
FCX / Freeport-McMoRan Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
IBDU / iShares Trust - iShares iBonds Dec 2029 Term Corporate ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
GGG / Graco Inc.
GMED / Globus Medical, Inc.
AMGN / Amgen Inc.
J / Jacobs Solutions Inc.
PG / The Procter & Gamble Company
TXN / Texas Instruments Incorporated
AVT / Avnet, Inc.
LRCX / Lam Research Corporation
PII / Polaris Inc.
HTO / H2O America
SHV / iShares Trust - iShares Short Treasury Bond ETF
OTIS / Otis Worldwide Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
DDM / ProShares Trust - ProShares Ultra Dow30
EMR / Emerson Electric Co.
SAP / SAP SE - Depositary Receipt (Common Stock)
HPQ / HP Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
CTRA / Coterra Energy Inc.
MAR / Marriott International, Inc.
CALM / Cal-Maine Foods, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
MRVL / Marvell Technology, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
CFB / CrossFirst Bankshares, Inc.
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
IWO / iShares Trust - iShares Russell 2000 Growth ETF
DE / Deere & Company
MUR / Murphy Oil Corporation
MMM / 3M Company
RGA / Reinsurance Group of America, Incorporated
ORI / Old Republic International Corporation
ORCL / Oracle Corporation
WY / Weyerhaeuser Company
ACTG / Acacia Research Corporation
GOOG / Alphabet Inc.
LYB / LyondellBasell Industries N.V.
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
CTVA / Corteva, Inc.
ALC / Alcon Inc.
XIFR / XPLR Infrastructure, LP - Limited Partnership
TSLA / Tesla, Inc.
MSI / Motorola Solutions, Inc.
DOW / Dow Inc.
SCHW / The Charles Schwab Corporation
CFFN / Capitol Federal Financial, Inc.
DG / Dollar General Corporation
TRP / TC Energy Corporation
DCI / Donaldson Company, Inc.
C.WSA / Citigroup, Inc.
VLY / Valley National Bancorp
CNI / Canadian National Railway Company
PLD / Prologis, Inc.
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
MA / Mastercard Incorporated
KEYS / Keysight Technologies, Inc.
DVN / Devon Energy Corporation
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
LLY / Eli Lilly and Company
O / Realty Income Corporation
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
AMLP / ALPS ETF Trust - Alerian MLP ETF
NTAP / NetApp, Inc.
WAL / Western Alliance Bancorporation
SIRI / Sirius XM Holdings Inc.
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
AON / Aon plc
DFS / Discover Financial Services
CCI / Crown Castle Inc.
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
MPC / Marathon Petroleum Corporation
UTF / Cohen & Steers Infrastructure Fund, Inc
IWF / iShares Trust - iShares Russell 1000 Growth ETF
IWB / iShares Trust - iShares Russell 1000 ETF
TEAF / Ecofin Sustainable and Social Impact Term Fund
SUB / iShares Trust - iShares Short-Term National Muni Bond ETF
LUMN / Lumen Technologies, Inc.
JKHY / Jack Henry & Associates, Inc.
MDT / Medtronic plc
NFLX / Netflix, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
GBIL / Goldman Sachs ETF Trust - Goldman Sachs Access Treasury 0-1 Year ETF
AMD / Advanced Micro Devices, Inc.
IR / Ingersoll Rand Inc.
OMC / Omnicom Group Inc.
CPRT / Copart, Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
REZI / Resideo Technologies, Inc.
SPYV / SPDR Series Trust - SPDR Portfolio S&P 500 Value ETF
EVT / Eaton Vance Tax-Advantaged Dividend Income Fund
FHN / First Horizon Corporation
LEA / Lear Corporation
ECVT / Ecovyst Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
PPL / PPL Corporation
SYF / Synchrony Financial
VFC / V.F. Corporation
PEP / PepsiCo, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
IWN / iShares Trust - iShares Russell 2000 Value ETF
IBDR / iShares Trust - iShares iBonds Dec 2026 Term Corporate ETF
WK / Workiva Inc.
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
SWKS / Skyworks Solutions, Inc.
CSQ / Calamos Strategic Total Return Fund
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
CCL / Carnival Corporation & plc
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
CSX / CSX Corporation
PYPL / PayPal Holdings, Inc.
SLV / iShares Silver Trust
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
FAST / Fastenal Company
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
DHI / D.R. Horton, Inc.
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
OCFC / OceanFirst Financial Corp.
BXMT / Blackstone Mortgage Trust, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
JCI / Johnson Controls International plc
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
EVRG / Evergy, Inc.
ICE / Intercontinental Exchange, Inc.
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
IWR / iShares Trust - iShares Russell Mid-Cap ETF
CHD / Church & Dwight Co., Inc.
A / Agilent Technologies, Inc.
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
WES / Western Midstream Partners, LP - Limited Partnership
CVS / CVS Health Corporation
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
CTSH / Cognizant Technology Solutions Corporation
XYL / Xylem Inc.
GRMN / Garmin Ltd.
IBDQ / iShares Trust - iShares iBonds Dec 2025 Term Corporate ETF
CAH / Cardinal Health, Inc.
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
IBDP / iShares Trust - iShares iBonds Dec 2024 Term Corporate ETF
XOM / Exxon Mobil Corporation
AER / AerCap Holdings N.V.
EFA / iShares Trust - iShares MSCI EAFE ETF
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
JLL / Jones Lang LaSalle Incorporated
T / AT&T Inc.
HES / Hess Corporation
COF / Capital One Financial Corporation
KMB / Kimberly-Clark Corporation
INTU / Intuit Inc.
IBMO / iShares Trust - iShares iBonds Dec 2026 Term Muni Bond ETF
MPW / Medical Properties Trust, Inc.
SE / Sea Limited - Depositary Receipt (Common Stock)
IBMP / iShares Trust - iShares iBonds Dec 2027 Term Muni Bond ETF
HYLN / Hyliion Holdings Corp.
PNFP / Pinnacle Financial Partners, Inc.
ACN / Accenture plc
MMC / Marsh & McLennan Companies, Inc.
LHX / L3Harris Technologies, Inc.
EPR / EPR Properties
CHKP / Check Point Software Technologies Ltd.
MU / Micron Technology, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
APD / Air Products and Chemicals, Inc.
D / Dominion Energy, Inc.
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
MEAR / iShares U.S. ETF Trust - iShares Short Maturity Municipal Bond Active ETF
ITM / VanEck ETF Trust - VanEck Intermediate Muni ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
ADP / Automatic Data Processing, Inc.
NVDA / NVIDIA Corporation
FDS / FactSet Research Systems Inc.
HP / Helmerich & Payne, Inc.
VOYA / Voya Financial, Inc.
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
ATR / AptarGroup, Inc.
BCE / BCE Inc.
PARA / Paramount Global
JNJ / Johnson & Johnson
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
EL / The Estée Lauder Companies Inc.
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
KEY / KeyCorp
EPD / Enterprise Products Partners L.P. - Limited Partnership
TECH / Bio-Techne Corporation
AEP / American Electric Power Company, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
MO / Altria Group, Inc.
NZF / Nuveen Municipal Credit Income Fund
LBTYK / Liberty Global Ltd.
NEE / NextEra Energy, Inc.
ABT / Abbott Laboratories
ENB / Enbridge Inc.
CVBF / CVB Financial Corp.
MFC / Manulife Financial Corporation
VUG / Vanguard Index Funds - Vanguard Growth ETF
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
C / Citigroup Inc.
SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
GDOT / Green Dot Corporation
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
PRK / Park National Corporation
MMSI / Merit Medical Systems, Inc.
ENTG / Entegris, Inc.
LBTYA / Liberty Global Ltd.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
DHR / Danaher Corporation
SON / Sonoco Products Company
AIG / American International Group, Inc.
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
GRWG / GrowGeneration Corp.
NKE / NIKE, Inc.
KKR / KKR & Co. Inc.
DEA / Easterly Government Properties, Inc.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
NTR / Nutrien Ltd.
CSWC / Capital Southwest Corporation
WELL / Welltower Inc.
EXEL / Exelixis, Inc.
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
BIZD / VanEck ETF Trust - VanEck BDC Income ETF
HPE / Hewlett Packard Enterprise Company
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
ENFR / ALPS ETF Trust - Alerian Energy Infrastructure ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
AMAT / Applied Materials, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
NUE / Nucor Corporation
META / Meta Platforms, Inc.
VHT / Vanguard World Fund - Vanguard Health Care ETF
WTRG / Essential Utilities, Inc.
UDR / UDR, Inc.
OR / OR Royalties Inc.
IVOG / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Growth ETF
MCO / Moody's Corporation
IVOV / Vanguard Admiral Funds - Vanguard S&P Mid-Cap 400 Value ETF
FBIN / Fortune Brands Innovations, Inc.
ES / Eversource Energy
IVV / iShares Trust - iShares Core S&P 500 ETF
PAAS / Pan American Silver Corp.
EW / Edwards Lifesciences Corporation
AWK / American Water Works Company, Inc.
GPN / Global Payments Inc.
PSX / Phillips 66
ED / Consolidated Edison, Inc.
CLX / The Clorox Company
NOW / ServiceNow, Inc.
XEL / Xcel Energy Inc.
GIS / General Mills, Inc.
HRL / Hormel Foods Corporation
HSIC / Henry Schein, Inc.
ITW / Illinois Tool Works Inc.
CRM / Salesforce, Inc.
OGE / OGE Energy Corp.
ABEV / Ambev S.A. - Depositary Receipt (Common Stock)
NCLH / Norwegian Cruise Line Holdings Ltd.
NWBI / Northwest Bancshares, Inc.