UMB Bank, n.a. Diversified Active

CIK: 0000933429 · Show all filings

Period: Q3 2020 (← Previous) (Next →)

Filing Date: Oct 16, 2020

Total Value ($000): $3,226,317 (100.0% shares, 0.0% debt)

Holdings (338)

UMBF UMB Financial Corp 8.3%
Value ($000) $266,813 Shares 5,175,807 Est. Cost $52.54 Unrealized -3.9%
IVV iShares Core S&P 500 ETF 5.2%
Value ($000) $168,820 Shares 545,124 Est. Cost $218.18 Unrealized
AAPL Apple Inc 4.4%
Value ($000) $141,676 Shares 388,365 Est. Cost $19.58 Unrealized +441.2%
IJH iShares Core S&P Mid-Cap ETF 3.5%
Value ($000) $113,733 Shares 639,595 Est. Cost $148.92 Unrealized
MSFT Microsoft Corp 3.4%
Value ($000) $111,019 Shares 545,519 Est. Cost $40.06 Unrealized +401.1%
AMZN Amazon Com Inc 2.9%
Value ($000) $94,851 Shares 34,381 Est. Cost $51.76 Unrealized +204.6%
IJR iShares Core S&P Small-Cap ETF 2.0%
Value ($000) $65,150 Shares 954,022 Est. Cost $87.32 Unrealized
IEFA iShares Core MSCI EAFE ETF 1.6%
Value ($000) $52,655 Shares 921,179 Est. Cost $58.47 Unrealized
GOOGL Alphabet Inc Class A 1.6%
Value ($000) $52,638 Shares 37,120 Est. Cost $35.42 Unrealized +113.5%
HD Home Depot Inc 1.6%
Value ($000) $51,190 Shares 204,342 Est. Cost $73.93 Unrealized +221.4%
MA Mastercard Inc - Class A 1.5%
Value ($000) $47,727 Shares 161,405 Est. Cost $87.73 Unrealized +259.8%
VEA Vanguard FTSE Developed 1.4%
Value ($000) $44,721 Shares 1,152,911 Est. Cost $39.70 Unrealized
UNH UnitedHealth Group Inc 1.3%
Value ($000) $43,510 Shares 147,517 Est. Cost $74.34 Unrealized +278.3%
JPM JP Morgan Chase & Co 1.3%
Value ($000) $43,132 Shares 458,551 Est. Cost $45.61 Unrealized +87.3%
COST Costco Wholesale Corp 1.2%
Value ($000) $40,095 Shares 132,234 Est. Cost $97.10 Unrealized +218.3%
NEE NextEra Energy Inc 1.2%
Value ($000) $38,505 Shares 160,325 Est. Cost $16.54 Unrealized +264.4%
TXN Texas Instruments Inc 1.2%
Value ($000) $38,110 Shares 300,149 Est. Cost $40.35 Unrealized +189.5%
JPST JPMorgan Ultra-Short Income 1.1%
Value ($000) $35,849 Shares 706,672 Est. Cost $49.72 Unrealized
MRK Merck & Co Inc 1.1%
Value ($000) $35,173 Shares 454,845 Est. Cost $49.77 Unrealized +32.5%
PG Procter & Gamble Co 1.0%
Value ($000) $32,686 Shares 273,365 Est. Cost $60.57 Unrealized +92.1%
INTU Intuit 1.0%
Value ($000) $32,666 Shares 110,285 Est. Cost $93.17 Unrealized +224.8%
UNP Union Pacific Corp 1.0%
Value ($000) $32,203 Shares 190,470 Est. Cost $96.89 Unrealized +70.2%
META Facebook Inc - A Shs 1.0%
Value ($000) $30,896 Shares 136,066 Est. Cost $100.70 Unrealized +154.3%
JNJ Johnson & Johnson 1.0%
Value ($000) $30,682 Shares 218,181 Est. Cost $69.46 Unrealized +82.9%
DIS Disney Walt Co 0.9%
Value ($000) $30,563 Shares 274,083 Est. Cost $78.06 Unrealized +56.4%
ABT Abbott Laboratories 0.9%
Value ($000) $30,215 Shares 330,478 Est. Cost $50.11 Unrealized +84.3%
VZ Verizon Communications Inc 0.9%
Value ($000) $30,137 Shares 546,651 Est. Cost $30.27 Unrealized +40.6%
WMT Walmart Inc 0.9%
Value ($000) $29,804 Shares 248,820 Est. Cost $24.25 Unrealized +70.4%
PEP Pepsico Inc 0.9%
Value ($000) $29,130 Shares 220,247 Est. Cost $60.34 Unrealized +90.9%
IWR iShares Russell Midcap Index 0.9%
Value ($000) $27,887 Shares 520,275 Est. Cost $82.16 Unrealized
VFC V F Corp 0.9%
Value ($000) $27,720 Shares 454,868 Est. Cost $52.32 Unrealized +23.5%
CRM Salesforce.com Inc 0.8%
Value ($000) $25,114 Shares 134,065 Est. Cost $136.43 Unrealized +58.5%
T AT & T Inc 0.8%
Value ($000) $24,672 Shares 816,147 Est. Cost $13.17 Unrealized +18.1%
CME CME Group Inc 0.7%
Value ($000) $23,715 Shares 145,900 Est. Cost $68.31 Unrealized +99.5%
BDX Becton Dickinson & Co 0.7%
Value ($000) $22,698 Shares 94,864 Est. Cost $158.09 Unrealized +42.5%
TGT Target Corp 0.7%
Value ($000) $22,183 Shares 184,965 Est. Cost $62.14 Unrealized +91.0%
CVX Chevron Corp 0.7%
Value ($000) $21,697 Shares 243,166 Est. Cost $69.58 Unrealized -4.4%
Blackrock Inc 0.7%
Value ($000) $21,447 Shares 39,418 Est. Cost $362.23 Unrealized
VNQ Vanguard REIT VIPERs ETF 0.6%
Value ($000) $20,965 Shares 266,965 Est. Cost $81.49 Unrealized
CSCO Cisco Systems Inc 0.6%
Value ($000) $20,411 Shares 437,629 Est. Cost $37.16 Unrealized -0.3%
ECL Ecolab Inc 0.6%
Value ($000) $19,944 Shares 100,246 Est. Cost $135.28 Unrealized +39.3%
DUK Duke Energy Hldg Corp 0.6%
Value ($000) $19,778 Shares 247,569 Est. Cost $47.28 Unrealized +41.1%
IEMG iShares Core MSCI Emerging 0.6%
Value ($000) $19,739 Shares 414,689 Est. Cost $51.40 Unrealized
BAC Bank of America Corporation 0.6%
Value ($000) $19,431 Shares 818,146 Est. Cost $24.07 Unrealized -9.3%
MCD McDonalds Corp 0.6%
Value ($000) $19,045 Shares 103,240 Est. Cost $112.42 Unrealized +61.4%
EFA iShares MSCI EAFE 0.6%
Value ($000) $18,646 Shares 306,315 Est. Cost $60.73 Unrealized
IVE iShares Trust S&P 500/Barra 0.6%
Value ($000) $18,475 Shares 170,727 Est. Cost $96.43 Unrealized
WM Waste Mgmt Inc Del 0.6%
Value ($000) $18,175 Shares 171,608 Est. Cost $93.17 Unrealized +8.8%
TMO Thermo Fisher Scientific Inc 0.6%
Value ($000) $18,160 Shares 50,120 Est. Cost $137.95 Unrealized +195.3%
IGSB iShares Short-Term Corporate 0.6%
Value ($000) $17,892 Shares 327,044 Est. Cost $67.73 Unrealized
SCZ iShares MSCI EAFE Small Cap 0.5%
Value ($000) $17,602 Shares 328,256 Est. Cost $55.06 Unrealized
IVW iShares S&P 500 Growth Index 0.5%
Value ($000) $17,516 Shares 84,419 Est. Cost $119.28 Unrealized
IWM iShares Russell 2000 Index 0.5%
Value ($000) $17,208 Shares 120,184 Est. Cost $118.73 Unrealized
PFE Pfizer Inc 0.5%
Value ($000) $17,162 Shares 524,837 Est. Cost $22.54 Unrealized +20.3%
RTX Raytheon Technologies Corp 0.5%
Value ($000) $16,987 Shares 275,669 Est. Cost $54.61 Unrealized -1.7%
IWS iShares Russell Midcap Value 0.5%
Value ($000) $16,717 Shares 218,435 Est. Cost $70.19 Unrealized
IWP iShares Russell Midcap Growth 0.5%
Value ($000) $16,699 Shares 105,611 Est. Cost $94.63 Unrealized
NKE Nike Inc 0.5%
Value ($000) $16,461 Shares 167,887 Est. Cost $60.95 Unrealized +63.5%
DHR Danaher Corp Del 0.5%
Value ($000) $16,117 Shares 91,144 Est. Cost $64.45 Unrealized +169.5%
UPS United Parcel Service Inc 0.5%
Value ($000) $15,796 Shares 142,079 Est. Cost $77.80 Unrealized +50.8%
AVGO Broadcom Inc 0.5%
Value ($000) $14,733 Shares 46,681 Est. Cost $24.25 Unrealized +22.2%
IWV iShares Russell 3000 Index 0.5%
Value ($000) $14,581 Shares 80,978 Est. Cost $147.87 Unrealized
AMGN Amgen Inc 0.5%
Value ($000) $14,549 Shares 61,686 Est. Cost $109.65 Unrealized +91.1%
HON Honeywell International Inc 0.4%
Value ($000) $14,517 Shares 100,398 Est. Cost $118.47 Unrealized +12.5%
Duke Realty Corp 0.4%
Value ($000) $14,057 Shares 397,207 Est. Cost $33.99 Unrealized
BRK/B Berkshire Hathaway Inc - Cl B 0.4%
Value ($000) $13,921 Shares 77,986 Est. Cost $194.50 Unrealized +5.2%
V Visa Inc 0.4%
Value ($000) $13,213 Shares 68,398 Est. Cost $127.95 Unrealized +50.2%
INTC Intel Corp 0.4%
Value ($000) $12,701 Shares 212,277 Est. Cost $32.54 Unrealized +43.0%
AMT American Tower Corp 0.4%
Value ($000) $12,483 Shares 48,282 Est. Cost $203.98 Unrealized +6.2%
ORLY O'Reilly Automotive Inc 0.4%
Value ($000) $11,889 Shares 28,196 Est. Cost $11.20 Unrealized +171.4%
IJT Ishares Tr S&P Smlcp 600/Barra 0.4%
Value ($000) $11,433 Shares 67,332 Est. Cost $135.34 Unrealized
LMT Lockheed Martin Corp 0.4%
Value ($000) $11,300 Shares 30,965 Est. Cost $239.50 Unrealized +37.4%
VWO Vanguard FTSE Emerging Markets 0.3%
Value ($000) $11,280 Shares 284,788 Est. Cost $40.22 Unrealized
BF/B Brown Forman Corporation 0.3%
Value ($000) $11,207 Shares 176,041 Est. Cost $48.09 Unrealized +34.6%
GVI iShares Barclays Inter 0.3%
Value ($000) $10,971 Shares 93,195 Est. Cost $110.16 Unrealized
CAT Caterpillar Inc Del 0.3%
Value ($000) $10,806 Shares 85,427 Est. Cost $93.94 Unrealized +35.0%
PAYX Paychex Inc 0.3%
Value ($000) $10,685 Shares 141,052 Est. Cost $36.59 Unrealized +76.4%
LEG Leggett & Platt Inc 0.3%
Value ($000) $10,610 Shares 301,854 Est. Cost $39.31 Unrealized +1.0%
SBUX Starbucks Corp 0.3%
Value ($000) $10,510 Shares 142,811 Est. Cost $57.06 Unrealized +24.1%
D Dominion Energy Inc 0.3%
Value ($000) $9,847 Shares 121,299 Est. Cost $45.92 Unrealized +35.1%
Cerner Corp 0.3%
Value ($000) $9,779 Shares 142,652 Est. Cost $67.40 Unrealized
DOCU DocuSign Inc. 0.3%
Value ($000) $9,728 Shares 56,485 Est. Cost $80.97 Unrealized +156.4%
ABBV Abbvie Inc 0.3%
Value ($000) $9,579 Shares 97,572 Est. Cost $65.01 Unrealized +17.4%
SPLV Invesco S&P 500 Low Volatility 0.3%
Value ($000) $9,525 Shares 191,742 Est. Cost $51.15 Unrealized
DG Dollar General Corp 0.3%
Value ($000) $9,438 Shares 49,538 Est. Cost $125.63 Unrealized +44.9%
AWK American Water Works Co Inc 0.3%
Value ($000) $9,325 Shares 72,477 Est. Cost $104.97 Unrealized +21.8%
BMY Bristol Myers Squibb Co 0.3%
Value ($000) $9,097 Shares 154,714 Est. Cost $37.46 Unrealized +29.7%
IQDF FlexShares International 0.3%
Value ($000) $8,607 Shares 427,981 Est. Cost $24.97 Unrealized
VLO Valero Energy Corp New 0.3%
Value ($000) $8,545 Shares 145,271 Est. Cost $49.44 Unrealized -13.8%
IWF iShares Russell 1000 Growth 0.3%
Value ($000) $8,484 Shares 44,199 Est. Cost $102.14 Unrealized
GS Goldman Sachs Group Inc 0.3%
Value ($000) $8,303 Shares 42,015 Est. Cost $184.13 Unrealized -2.8%
FISV Fiserv Inc 0.3%
Value ($000) $8,294 Shares 84,966 Est. Cost $100.34 Unrealized -0.7%
BA Boeing Co 0.2%
Value ($000) $7,949 Shares 43,365 Est. Cost $102.40 Unrealized +66.4%
O Realty Income Corp 0.2%
Value ($000) $7,932 Shares 133,307 Est. Cost $51.26 Unrealized -12.0%
NVDA Nvidia Corp 0.2%
Value ($000) $7,903 Shares 20,802 Est. Cost $6.07 Unrealized +90.9%
CVS CVS Health Corporation 0.2%
Value ($000) $7,739 Shares 119,117 Est. Cost $53.26 Unrealized -1.7%
EMR Emerson Electric Co 0.2%
Value ($000) $7,730 Shares 124,608 Est. Cost $47.39 Unrealized +24.0%
FPE First Trust Preferred 0.2%
Value ($000) $7,320 Shares 397,398 Est. Cost $17.90 Unrealized
USB US Bancorp Del 0.2%
Value ($000) $7,275 Shares 197,572 Est. Cost $31.31 Unrealized -7.6%
CBSH Commerce Bancshares Inc 0.2%
Value ($000) $7,275 Shares 122,325 Est. Cost $29.78 Unrealized +37.9%
IGIB iShares Intermediate-Term Corp 0.2%
Value ($000) $7,250 Shares 120,073 Est. Cost $76.33 Unrealized
EMLP First Trust North American 0.2%
Value ($000) $7,121 Shares 357,146 Est. Cost $24.10 Unrealized
ADBE Adobe Inc 0.2%
Value ($000) $7,064 Shares 16,227 Est. Cost $91.69 Unrealized +407.3%
Activision Blizzard Inc 0.2%
Value ($000) $6,947 Shares 91,522 Est. Cost $58.41 Unrealized
ROK Rockwell Automation Inc 0.2%
Value ($000) $6,829 Shares 32,063 Est. Cost $175.54 Unrealized +16.0%
GOOG Alphabet Inc Class C 0.2%
Value ($000) $6,737 Shares 4,766 Est. Cost $41.23 Unrealized +83.7%
XOM ExxonMobil Corp 0.2%
Value ($000) $6,662 Shares 148,974 Est. Cost $53.38 Unrealized -39.4%
IJS Ishares Tr S&P Smlcp 600/barra 0.2%
Value ($000) $6,420 Shares 53,336 Est. Cost $122.26 Unrealized
BND Vanguard Total Bond Market ETF 0.2%
Value ($000) $6,357 Shares 71,961 Est. Cost $81.56 Unrealized
KMI Kinder Morgan Inc 0.2%
Value ($000) $6,138 Shares 404,605 Est. Cost $13.16 Unrealized -23.1%
TROW Price T Rowe Group Inc 0.2%
Value ($000) $6,085 Shares 49,271 Est. Cost $63.31 Unrealized +65.8%
IWD iShares Russell 1000 Value 0.2%
Value ($000) $5,935 Shares 52,701 Est. Cost $101.54 Unrealized
Kansas City Southern 0.2%
Value ($000) $5,904 Shares 39,548 Est. Cost $109.87 Unrealized
URI United Rentals Inc 0.2%
Value ($000) $5,889 Shares 39,512 Est. Cost $119.88 Unrealized +35.8%
ORCL Oracle Corp 0.2%
Value ($000) $5,792 Shares 104,795 Est. Cost $35.93 Unrealized +46.8%
LOW Lowes Companies Inc 0.2%
Value ($000) $5,774 Shares 42,732 Est. Cost $78.05 Unrealized +79.2%
SO Southern Co 0.2%
Value ($000) $5,641 Shares 108,790 Est. Cost $36.09 Unrealized +20.7%
IWB Ishares Russell 1000 Index 0.2%
Value ($000) $5,603 Shares 32,636 Est. Cost $128.04 Unrealized
CSGP Costar Group Inc 0.2%
Value ($000) $5,561 Shares 7,825 Est. Cost $62.92 Unrealized +26.7%
MMM 3M Corp 0.2%
Value ($000) $5,550 Shares 35,579 Est. Cost $77.77 Unrealized +41.9%
KO Coca Cola Co 0.2%
Value ($000) $5,084 Shares 113,786 Est. Cost $28.04 Unrealized +45.5%
VOT Vanguard Mid-Cap Growth Index 0.2%
Value ($000) $5,036 Shares 30,507 Est. Cost $131.66 Unrealized
VTR Ventas Inc 0.2%
Value ($000) $4,965 Shares 135,569 Est. Cost $41.55 Unrealized -20.5%
FIVE Five Below Inc 0.2%
Value ($000) $4,945 Shares 46,247 Est. Cost $104.43 Unrealized +9.0%
Kellogg CO 0.2%
Value ($000) $4,893 Shares 74,069 Est. Cost $48.01 Unrealized +8.9%
USMV iShares Edge MSCI Min Vol USA 0.1%
Value ($000) $4,664 Shares 76,923 Est. Cost $46.72 Unrealized
TFC Truist Financial Corporation 0.1%
Value ($000) $4,575 Shares 121,834 Est. Cost $40.89 Unrealized -28.2%
PYPL Paypal Holdings Inc 0.1%
Value ($000) $4,524 Shares 25,962 Est. Cost $96.84 Unrealized +94.0%
VOE Vanguard Mid-Cap Value Index 0.1%
Value ($000) $4,509 Shares 47,119 Est. Cost $108.42 Unrealized
LLY Lilly Eli & Co 0.1%
Value ($000) $4,165 Shares 25,368 Est. Cost $69.73 Unrealized +109.1%
FAST Fastenal Co 0.1%
Value ($000) $4,037 Shares 94,220 Est. Cost $13.10 Unrealized +53.2%
DE Deere & Company 0.1%
Value ($000) $4,005 Shares 25,485 Est. Cost $75.14 Unrealized +139.3%
EW Edwards Lifesciences Corp 0.1%
Value ($000) $3,818 Shares 55,252 Est. Cost $71.07 Unrealized +9.8%
IBM International Business 0.1%
Value ($000) $3,759 Shares 31,124 Est. Cost $115.87 Unrealized -19.0%
APD Air Products and Chemicals Inc 0.1%
Value ($000) $3,757 Shares 15,560 Est. Cost $75.08 Unrealized +235.3%
AEP American Electric Power Inc 0.1%
Value ($000) $3,587 Shares 45,045 Est. Cost $34.55 Unrealized +96.2%
CMCSA Comcast Corp New 0.1%
Value ($000) $3,574 Shares 91,689 Est. Cost $36.84 Unrealized +2.1%
OMC Omnicom Group Inc 0.1%
Value ($000) $3,514 Shares 64,368 Est. Cost $59.00 Unrealized -25.4%
SDY SPDR S&P Dividend ETF 0.1%
Value ($000) $3,463 Shares 37,970 Est. Cost $83.37 Unrealized
COP ConocoPhillips 0.1%
Value ($000) $3,440 Shares 81,883 Est. Cost $41.59 Unrealized -25.0%
TJX TJX Cos Inc 0.1%
Value ($000) $3,430 Shares 67,845 Est. Cost $34.71 Unrealized +44.2%
PSX Phillips 66 0.1%
Value ($000) $3,409 Shares 47,415 Est. Cost $67.36 Unrealized -27.2%
GPC Genuine Parts Co 0.1%
Value ($000) $3,404 Shares 39,146 Est. Cost $83.05 Unrealized -3.6%
LQD iShares iBoxx $ Investment 0.1%
Value ($000) $3,403 Shares 25,303 Est. Cost $115.48 Unrealized
MS Morgan Stanley Co 0.1%
Value ($000) $3,272 Shares 67,739 Est. Cost $23.83 Unrealized +78.5%
QCOM Qualcomm Inc 0.1%
Value ($000) $3,256 Shares 35,703 Est. Cost $46.82 Unrealized +103.2%
Walgreens Boots Alliance 0.1%
Value ($000) $3,233 Shares 76,262 Est. Cost $46.28 Unrealized
ITW Illinois Tool Works Inc 0.1%
Value ($000) $3,226 Shares 18,451 Est. Cost $69.68 Unrealized +140.1%
KMB Kimberly Clark Corp 0.1%
Value ($000) $2,982 Shares 21,098 Est. Cost $69.12 Unrealized +78.6%
AGG iShares Core US Aggregate ETF 0.1%
Value ($000) $2,967 Shares 25,100 Est. Cost $108.52 Unrealized
iShares Gold Trust 0.1%
Value ($000) $2,928 Shares 172,316 Est. Cost $14.13 Unrealized
VBR Vanguard Small-Cap Value 0.1%
Value ($000) $2,924 Shares 27,352 Est. Cost $125.34 Unrealized
PCAR Paccar Inc 0.1%
Value ($000) $2,918 Shares 38,979 Est. Cost $25.39 Unrealized +81.0%
IWN Ishares Tr Russell 2000 Value 0.1%
Value ($000) $2,767 Shares 28,397 Est. Cost $117.01 Unrealized
CLX Clorox Co Del 0.1%
Value ($000) $2,754 Shares 12,554 Est. Cost $100.98 Unrealized +87.1%
SHW Sherwin Williams CO 0.1%
Value ($000) $2,750 Shares 4,760 Est. Cost $80.10 Unrealized +160.0%
NSC Norfolk Southern Corp 0.1%
Value ($000) $2,689 Shares 15,315 Est. Cost $65.52 Unrealized +174.6%
CTAS Cintas Corp 0.1%
Value ($000) $2,661 Shares 9,991 Est. Cost $14.53 Unrealized +401.6%
FDX Fedex Corp 0.1%
Value ($000) $2,510 Shares 17,899 Est. Cost $182.70 Unrealized -1.0%
ADP Automatic Data Processing Inc 0.1%
Value ($000) $2,468 Shares 16,577 Est. Cost $59.97 Unrealized +108.4%
BKLN Invesco Senior Loan ETF 0.1%
Value ($000) $2,366 Shares 110,803 Est. Cost $22.90 Unrealized
WELL Welltower Inc 0.1%
Value ($000) $2,258 Shares 43,643 Est. Cost $58.88 Unrealized -19.7%
DLR Digital Realty Trust Inc 0.1%
Value ($000) $2,223 Shares 15,644 Est. Cost $44.29 Unrealized +180.4%
LNT Alliant Energy Corp 0.1%
Value ($000) $2,204 Shares 46,066 Est. Cost $23.22 Unrealized +89.6%
NUDM NuShares ESG Int'l Developed 0.1%
Value ($000) $2,189 Shares 90,309 Est. Cost $23.69 Unrealized
ALL Allstate Corp 0.1%
Value ($000) $2,135 Shares 22,021 Est. Cost $39.71 Unrealized +105.9%
MKC McCormick & Co Inc 0.1%
Value ($000) $2,130 Shares 11,875 Est. Cost $29.70 Unrealized +195.2%
CL Colgate Palmolive Co 0.1%
Value ($000) $2,061 Shares 28,131 Est. Cost $47.70 Unrealized +41.2%
HIW Highwoods Properties Inc 0.1%
Value ($000) $2,050 Shares 54,918 Est. Cost $41.74 Unrealized
IWO ishares Russell 2000 Growth 0.1%
Value ($000) $2,039 Shares 9,854 Est. Cost $150.42 Unrealized
JKHY Jack Henry & Assoc Inc 0.1%
Value ($000) $1,895 Shares 10,298 Est. Cost $47.71 Unrealized +240.5%
LUV Southwest Airlines Co 0.1%
Value ($000) $1,853 Shares 54,209 Est. Cost $29.05 Unrealized +13.8%
BAX Baxter International Inc 0.1%
Value ($000) $1,852 Shares 21,505 Est. Cost $36.54 Unrealized +105.8%
EVRG Evergy Inc. 0.1%
Value ($000) $1,838 Shares 31,007 Est. Cost $40.97 Unrealized +10.0%
IJK iShares S&P MidCap 400/BARRA 0.1%
Value ($000) $1,797 Shares 8,022 Est. Cost $171.28 Unrealized
VTV Vanguard Value - ETF 0.1%
Value ($000) $1,788 Shares 17,952 Est. Cost $99.89 Unrealized
STZ Constellation Brands Inc 0.1%
Value ($000) $1,785 Shares 10,203 Est. Cost $173.75 Unrealized -3.9%
AXP American Express Co 0.1%
Value ($000) $1,760 Shares 18,493 Est. Cost $63.43 Unrealized +44.9%
VT Vanguard Total World Stock 0.1%
Value ($000) $1,752 Shares 23,425 Est. Cost $73.16 Unrealized
NFLX Netflix Com Inc 0.1%
Value ($000) $1,729 Shares 3,799 Est. Cost $26.36 Unrealized +88.8%
WFC Wells Fargo & Co 0.1%
Value ($000) $1,721 Shares 67,242 Est. Cost $30.17 Unrealized -27.6%
GIS General Mills Inc 0.1%
Value ($000) $1,669 Shares 27,064 Est. Cost $33.35 Unrealized +56.3%
SYK Stryker Corp 0.1%
Value ($000) $1,663 Shares 9,229 Est. Cost $141.88 Unrealized +29.4%
VTI Vanguard US Total Stock Mkt 0.1%
Value ($000) $1,627 Shares 10,395 Est. Cost $148.67 Unrealized
DOW Dow Inc 0.0%
Value ($000) $1,608 Shares 39,462 Est. Cost $36.52 Unrealized -8.3%
MRSH Marsh & McLennan Cos Inc 0.0%
Value ($000) $1,603 Shares 14,933 Est. Cost $95.06 Unrealized +11.1%
IJJ Ishares Tr S&P Midcap 0.0%
Value ($000) $1,598 Shares 12,022 Est. Cost $128.03 Unrealized
NTRS Northern Trust Corp 0.0%
Value ($000) $1,549 Shares 19,522 Est. Cost $46.38 Unrealized +46.6%
NULG NuShares ETF TR ESG LARGE CAP 0.0%
Value ($000) $1,543 Shares 33,621 Est. Cost $39.10 Unrealized
MAR Marriott Intl Inc New 0.0%
Value ($000) $1,533 Shares 17,881 Est. Cost $79.18 Unrealized +14.9%
EQBK Equity Bancshares Inc 0.0%
Value ($000) $1,380 Shares 79,152 Est. Cost $38.70 Unrealized -62.8%
CI Cigna Corporation 0.0%
Value ($000) $1,371 Shares 7,304 Est. Cost $190.77 Unrealized -15.6%
WY Weyerhaeuser Co 0.0%
Value ($000) $1,338 Shares 59,570 Est. Cost $21.05 Unrealized +6.0%
NULV NuShares ESG Large-Cap Value 0.0%
Value ($000) $1,263 Shares 45,279 Est. Cost $28.99 Unrealized
AJG Gallagher Arthur J & CO 0.0%
Value ($000) $1,253 Shares 12,857 Est. Cost $34.86 Unrealized +180.2%
MDLZ Mondelez International Inc 0.0%
Value ($000) $1,244 Shares 24,332 Est. Cost $30.49 Unrealized +59.3%
NUBD NuShares ESG US AGG Bond 0.0%
Value ($000) $1,195 Shares 44,150 Est. Cost $24.80 Unrealized
BSV Vanguard Short-Term Bond - ETF 0.0%
Value ($000) $1,180 Shares 14,190 Est. Cost $80.03 Unrealized
C Citigroup Inc 0.0%
Value ($000) $1,136 Shares 22,232 Est. Cost $53.83 Unrealized -23.8%
First Trust MLP and Energy I 0.0%
Value ($000) $1,103 Shares 196,616 Est. Cost $14.61 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $1,052 Shares 28,140 Est. Cost $33.75 Unrealized -10.7%
DOV Dover Corp 0.0%
Value ($000) $1,044 Shares 10,812 Est. Cost $40.55 Unrealized +145.9%
ED Consolidated Edison Inc 0.0%
Value ($000) $1,017 Shares 14,136 Est. Cost $59.87 Unrealized +1.5%
MBB iShares Barclays MBS Bond Fund 0.0%
Value ($000) $1,013 Shares 9,150 Est. Cost $104.63 Unrealized
ISRG Intuitive Surgical Inc 0.0%
Value ($000) $1,011 Shares 1,773 Est. Cost $175.97 Unrealized +27.6%
InterActiveCorp 0.0%
Value ($000) $1,006 Shares 3,110 Est. Cost $47.77 Unrealized
NUE Nucor Corp 0.0%
Value ($000) $994 Shares 24,005 Est. Cost $38.21 Unrealized +5.5%
GILD Gilead Sciences Inc 0.0%
Value ($000) $974 Shares 12,655 Est. Cost $54.52 Unrealized +2.9%
AEE Ameren Corp 0.0%
Value ($000) $965 Shares 13,714 Est. Cost $32.29 Unrealized +107.5%
SHY iShares Barclays 1-3 Year 0.0%
Value ($000) $922 Shares 10,644 Est. Cost $85.56 Unrealized
HSY The Hershey Company 0.0%
Value ($000) $915 Shares 7,064 Est. Cost $70.49 Unrealized +77.1%
SRE Sempra Energy 0.0%
Value ($000) $898 Shares 7,656 Est. Cost $39.08 Unrealized +32.1%
VO Vanquard Mid Cap ETF 0.0%
Value ($000) $895 Shares 5,462 Est. Cost $161.66 Unrealized
KTB Kontoor Brands Inc 0.0%
Value ($000) $895 Shares 50,243 Est. Cost $29.07 Unrealized -28.0%
VXF Vanguard Extended Market ETF 0.0%
Value ($000) $878 Shares 7,419 Est. Cost $115.74 Unrealized
SR Spire Inc 0.0%
Value ($000) $877 Shares 13,344 Est. Cost $71.32 Unrealized
Bank of America Corp PFD 0.0%
Value ($000) $857 Shares 33,348 Est. Cost $26.19 Unrealized
WMB Williams Companies Inc 0.0%
Value ($000) $853 Shares 44,830 Est. Cost $18.39 Unrealized -16.2%
Truist Financial Corporation 0.0%
Value ($000) $845 Shares 33,419 Est. Cost $26.52 Unrealized
Goldman Sachs GP Div 5.5 PFD 0.0%
Value ($000) $834 Shares 32,823 Est. Cost $26.37 Unrealized
HYG iShares iBoxx $ High Yield 0.0%
Value ($000) $832 Shares 10,196 Est. Cost $86.09 Unrealized
Twitter Inc 0.0%
Value ($000) $803 Shares 26,936 Est. Cost $24.97 Unrealized
Morgan Stanley PFD 0.0%
Value ($000) $798 Shares 32,384 Est. Cost $23.58 Unrealized
ZBH Zimmer Biomet Holdings Inc 0.0%
Value ($000) $795 Shares 6,665 Est. Cost $94.93 Unrealized +31.7%
BOKF BOK Financial Corp 0.0%
Value ($000) $790 Shares 14,000 Est. Cost $60.19 Unrealized -20.5%
PGR Progressive Corp Ohio 0.0%
Value ($000) $783 Shares 9,771 Est. Cost $46.44 Unrealized +64.7%
AFL AFLAC Inc 0.0%
Value ($000) $769 Shares 21,326 Est. Cost $28.98 Unrealized +10.7%
SPY SPDR S&P 500 ETF Trust 0.0%
Value ($000) $739 Shares 2,395 Est. Cost $244.12 Unrealized
IWL iShares Russell Top 200 ETF 0.0%
Value ($000) $738 Shares 9,972 Est. Cost $62.49 Unrealized
GD General Dynamics Corp 0.0%
Value ($000) $727 Shares 4,864 Est. Cost $72.76 Unrealized +80.1%
YUM Yum Brands Inc 0.0%
Value ($000) $700 Shares 8,061 Est. Cost $60.21 Unrealized +38.5%
NUEM NuShares ESG Int'l Emerging 0.0%
Value ($000) $675 Shares 27,041 Est. Cost $24.87 Unrealized
ADSK Autodesk Inc 0.0%
Value ($000) $675 Shares 2,822 Est. Cost $168.13 Unrealized +41.3%
REGN Regeneron Pharmaceuticals Inc 0.0%
Value ($000) $657 Shares 1,053 Est. Cost $564.49 Unrealized +6.8%
CSX CSX Corp 0.0%
Value ($000) $650 Shares 9,320 Est. Cost $15.30 Unrealized +50.0%
SUSB iShares ESG Aware 1-5 Year USD 0.0%
Value ($000) $635 Shares 24,398 Est. Cost $24.75 Unrealized
CMI Cummins Inc 0.0%
Value ($000) $630 Shares 3,637 Est. Cost $112.00 Unrealized +56.1%
SCHG Schwab US Large-Cap Growth ETF 0.0%
Value ($000) $628 Shares 6,183 Est. Cost $58.86 Unrealized
CASY Casey's General Stores Inc 0.0%
Value ($000) $619 Shares 4,139 Est. Cost $129.27 Unrealized +26.3%
ADM Archer Daniels Midland Co 0.0%
Value ($000) $613 Shares 15,361 Est. Cost $29.49 Unrealized +27.6%
EPD Enterprise Products Partners 0.0%
Value ($000) $610 Shares 33,600 Est. Cost $29.78 Unrealized
XEL Xcel Energy Inc 0.0%
Value ($000) $601 Shares 9,609 Est. Cost $44.62 Unrealized +29.0%
MPLX MPLX LP 0.0%
Value ($000) $596 Shares 34,463 Est. Cost $30.84 Unrealized
PAA Plains All Amern Pipeline LP 0.0%
Value ($000) $590 Shares 66,738 Est. Cost $22.04 Unrealized
EBAY Ebay Inc 0.0%
Value ($000) $587 Shares 11,185 Est. Cost $24.29 Unrealized +106.8%
Wells Fargo & Company PFD 0.0%
Value ($000) $585 Shares 23,624 Est. Cost $26.38 Unrealized
ACWX iShares MSCI ACWI Ex US ETF 0.0%
Value ($000) $582 Shares 13,457 Est. Cost $44.61 Unrealized
DD DUPONT DE NEMOURS INC 0.0%
Value ($000) $571 Shares 10,761 Est. Cost $27.24 Unrealized -22.6%
WSO Watsco Inc 0.0%
Value ($000) $570 Shares 3,206 Est. Cost $168.85 Unrealized +33.4%
VSS Vanguard FTSE All World Ex-US 0.0%
Value ($000) $564 Shares 5,837 Est. Cost $102.17 Unrealized
RSP Invesco S&P 500 Equal Weight 0.0%
Value ($000) $548 Shares 5,390 Est. Cost $101.09 Unrealized
SYY Sysco Corp 0.0%
Value ($000) $533 Shares 9,748 Est. Cost $41.53 Unrealized +21.4%
KIM Kimco Realty Corp 0.0%
Value ($000) $531 Shares 41,377 Est. Cost $11.42 Unrealized -18.0%
WSO/B Watsco Inc 0.0%
Value ($000) $524 Shares 3,187 Est. Cost $169.06 Unrealized +32.4%
VOO Vanguard S&P 500 ETF 0.0%
Value ($000) $517 Shares 1,825 Est. Cost $260.12 Unrealized
MO Altria Group Inc 0.0%
Value ($000) $514 Shares 13,096 Est. Cost $19.50 Unrealized +39.4%
PM Philip Morris International 0.0%
Value ($000) $514 Shares 7,333 Est. Cost $49.85 Unrealized +18.1%
WEC WEC Energy Group INC 0.0%
Value ($000) $487 Shares 5,552 Est. Cost $48.90 Unrealized +59.7%
IP International Paper 0.0%
Value ($000) $477 Shares 13,536 Est. Cost $32.57 Unrealized -14.2%
CMG Chipotle Mexican Grill Inc 0.0%
Value ($000) $474 Shares 450 Est. Cost $7.86 Unrealized +206.6%
KLAC KLA-Tencor Corp 0.0%
Value ($000) $472 Shares 2,429 Est. Cost $40.70 Unrealized +357.3%
PFG Principal Financial Group Inc 0.0%
Value ($000) $469 Shares 11,279 Est. Cost $36.08 Unrealized -3.3%
HIG Hartford Financial Services 0.0%
Value ($000) $464 Shares 12,026 Est. Cost $24.35 Unrealized +45.8%
TRV Travelers Companies Inc 0.0%
Value ($000) $464 Shares 4,065 Est. Cost $77.01 Unrealized +33.0%
PPG PPG Industies Inc 0.0%
Value ($000) $457 Shares 4,315 Est. Cost $86.92 Unrealized +21.2%
OTIS Otis Worldwide Corp 0.0%
Value ($000) $433 Shares 7,618 Est. Cost $47.48 Unrealized +18.9%
PPC Pilgrim's Pride Corporation 0.0%
Value ($000) $420 Shares 24,871 Est. Cost $20.46 Unrealized -21.9%
SPGI S&P Global Inc. 0.0%
Value ($000) $411 Shares 1,247 Est. Cost $170.14 Unrealized +98.3%
MUSA Murphy USA Inc 0.0%
Value ($000) $403 Shares 3,582 Est. Cost $58.12 Unrealized +121.2%
General Electric Co 0.0%
Value ($000) $402 Shares 58,855 Est. Cost $22.28 Unrealized
PRU Prudential Financial Inc 0.0%
Value ($000) $389 Shares 6,390 Est. Cost $55.44 Unrealized -9.1%
AMP Ameriprise Financial Inc 0.0%
Value ($000) $384 Shares 2,563 Est. Cost $104.62 Unrealized +35.2%
PEG Public Service Enterprise 0.0%
Value ($000) $383 Shares 7,791 Est. Cost $29.30 Unrealized +50.5%
AMAT Applied Materials Inc 0.0%
Value ($000) $383 Shares 6,337 Est. Cost $18.29 Unrealized +221.8%
NUSC NuShares ESG Small Cap 0.0%
Value ($000) $379 Shares 13,781 Est. Cost $28.82 Unrealized
Magellan Midstream Partners LP 0.0%
Value ($000) $362 Shares 8,400 Est. Cost $60.88 Unrealized
XYZ Square Inc 0.0%
Value ($000) $358 Shares 3,413 Est. Cost $76.56 Unrealized +84.4%
QQQ Invesco QQQ Trust 0.0%
Value ($000) $357 Shares 1,443 Est. Cost $167.86 Unrealized
DAL Delta Air Lines Inc 0.0%
Value ($000) $354 Shares 12,616 Est. Cost $55.92 Unrealized -49.8%
QCRH Qcr Holdings Inc 0.0%
Value ($000) $347 Shares 11,116 Est. Cost $32.91 Unrealized -12.6%
HPQ HP Inc 0.0%
Value ($000) $338 Shares 19,416 Est. Cost $17.38 Unrealized -12.7%
FTV Fortive Corp 0.0%
Value ($000) $337 Shares 4,992 Est. Cost $39.89 Unrealized +11.8%
CARR Carrier Global Corp 0.0%
Value ($000) $337 Shares 15,135 Est. Cost $17.13 Unrealized +53.9%
ATO Atmos Energy Corp 0.0%
Value ($000) $327 Shares 3,286 Est. Cost $77.27 Unrealized +12.8%
MHK Mohawk Inds Inc 0.0%
Value ($000) $319 Shares 3,133 Est. Cost $130.02 Unrealized -30.8%
YUMC Yum China Holding Inc 0.0%
Value ($000) $300 Shares 6,251 Est. Cost $44.44 Unrealized +19.1%
LNC Lincoln National Corp 0.0%
Value ($000) $295 Shares 8,012 Est. Cost $27.58 Unrealized -1.0%
EL Lauder Estee Cos Inc 0.0%
Value ($000) $291 Shares 1,540 Est. Cost $134.45 Unrealized +41.9%
Kansas City Southern $1.00 PFD 0.0%
Value ($000) $285 Shares 10,549 Est. Cost $26.46 Unrealized
BNDX Vanguard Total International 0.0%
Value ($000) $283 Shares 4,910 Est. Cost $55.19 Unrealized
A Agilent Technologies Inc 0.0%
Value ($000) $280 Shares 3,159 Est. Cost $63.37 Unrealized +47.1%
PPL PPL Corp 0.0%
Value ($000) $280 Shares 10,841 Est. Cost $20.45 Unrealized +6.0%
ORI Old Republic International 0.0%
Value ($000) $276 Shares 16,866 Est. Cost $5.60 Unrealized +79.4%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $275 Shares 14,988 Est. Cost $57.40 Unrealized -76.9%
FIZZ National Beverage Corp 0.0%
Value ($000) $268 Shares 4,400 Est. Cost $22.28 Unrealized +29.7%
NOC Northrop Grumman Corp 0.0%
Value ($000) $264 Shares 858 Est. Cost $270.47 Unrealized +10.2%
ZTS Zoetis Inc 0.0%
Value ($000) $263 Shares 1,918 Est. Cost $88.79 Unrealized +65.2%
Wells Fargo & Company $1.425 0.0%
Value ($000) $256 Shares 10,076 Est. Cost $25.09 Unrealized
DTE DTE Energy Co 0.0%
Value ($000) $254 Shares 2,362 Est. Cost $73.55 Unrealized +10.9%
CHD Church & Dwight Inc 0.0%
Value ($000) $251 Shares 3,246 Est. Cost $60.72 Unrealized +40.3%
SJM JM Smucker Co 0.0%
Value ($000) $246 Shares 2,321 Est. Cost $80.41 Unrealized +16.2%
Jacobs Engineering Group Inc 0.0%
Value ($000) $246 Shares 2,899 Est. Cost $67.83 Unrealized
MCK McKesson Corp 0.0%
Value ($000) $244 Shares 1,590 Est. Cost $120.80 Unrealized +21.5%
WTRG Essential Utilities Inc 0.0%
Value ($000) $243 Shares 5,754 Est. Cost $47.18 Unrealized -9.0%
NOW ServiceNow Inc 0.0%
Value ($000) $241 Shares 596 Est. Cost $70.61 Unrealized +26.5%
SWK Stanley Black & Decker Inc 0.0%
Value ($000) $234 Shares 1,676 Est. Cost $101.15 Unrealized +29.7%
AZTA Brooks Automation Inc 0.0%
Value ($000) $231 Shares 5,211 Est. Cost $37.91 Unrealized +26.9%
Nic Inc 0.0%
Value ($000) $231 Shares 10,075 Est. Cost $16.08 Unrealized
EXC Exelon Corp 0.0%
Value ($000) $226 Shares 6,226 Est. Cost $23.11 Unrealized -5.2%
VB Vanquard Small Cap ETF 0.0%
Value ($000) $226 Shares 1,548 Est. Cost $130.61 Unrealized
CFFN Capitol Federal Financial 0.0%
Value ($000) $222 Shares 20,216 Est. Cost $5.87 Unrealized +13.8%
FIS Fidelity National Information 0.0%
Value ($000) $221 Shares 1,647 Est. Cost $123.12 Unrealized +4.6%
CTSH Cognizant Technology Solutio 0.0%
Value ($000) $220 Shares 3,879 Est. Cost $39.24 Unrealized +52.8%
Marathon Oil Corp 0.0%
Value ($000) $218 Shares 35,576 Est. Cost $34.33 Unrealized
CAH Cardinal Health Inc 0.0%
Value ($000) $216 Shares 4,153 Est. Cost $44.39 Unrealized +0.5%
CPRT Copart Inc 0.0%
Value ($000) $212 Shares 2,545 Est. Cost $20.07 Unrealized +20.7%
BK Bank of New York Mellon Corp 0.0%
Value ($000) $210 Shares 5,424 Est. Cost $35.17 Unrealized -11.3%
EXPE Expedia Group Inc 0.0%
Value ($000) $207 Shares 2,516 Est. Cost $72.14 Unrealized +23.7%
MUR Murphy Oil Corp 0.0%
Value ($000) $198 Shares 14,353 Est. Cost $35.06 Unrealized -69.7%
Aerie Pharmaceuticals Inc 0.0%
Value ($000) $149 Shares 10,090 Est. Cost $29.59 Unrealized
HPE Hewlett Packard Enterprise Co 0.0%
Value ($000) $106 Shares 10,885 Est. Cost $6.91 Unrealized +16.9%
Metactive Medical Inc Series A 0.0%
Value ($000) $104 Shares 104,129 Est. Cost $0.01 Unrealized
GEL Genesis Energy L P 0.0%
Value ($000) $101 Shares 14,000 Est. Cost $19.80 Unrealized
F Ford Mtr Co Del 0.0%
Value ($000) $89 Shares 14,540 Est. Cost $7.49 Unrealized -31.4%
Flow Forward Medical Inc PFD 0.0%
Value ($000) $79 Shares 79,129 Est. Cost $0.01 Unrealized
FS Investment Corp II 0.0%
Value ($000) $68 Shares 10,990 Est. Cost $6.19 Unrealized
Sierra Income Corporation 0.0%
Value ($000) $63 Shares 10,412 Est. Cost $6.05 Unrealized
FS Energy and Power Fund 0.0%
Value ($000) $51 Shares 14,221 Est. Cost $3.59 Unrealized
Athersys Inc 0.0%
Value ($000) $28 Shares 10,000 Est. Cost $1.70 Unrealized
Vivakor Inc 0.0%
Value ($000) $6 Shares 20,000 Est. Cost $0.40 Unrealized
FPMI FluoroPharma Medical Inc. 0.0%
Value ($000) $2 Shares 696,550 Est. Cost $0.01 Unrealized -68.0%
Strategic Mining Corp 0.0%
Value ($000) $0 Shares 13,200 Est. Cost Unrealized
Conforce International Inc 0.0%
Value ($000) $0 Shares 100,000 Est. Cost Unrealized
Fleetwood Enterprises Inc 0.0%
Value ($000) $0 Shares 85,000 Est. Cost Unrealized
Guardian 8 Holdings 0.0%
Value ($000) $0 Shares 21,155 Est. Cost $0.44 Unrealized
OPVS NanoFlex Power Corp 0.0%
Value ($000) $0 Shares 16,000 Est. Cost $0.11 Unrealized -85.7%
Midcountry Finl Corp 0.0%
Value ($000) $0 Shares 882,353 Est. Cost Unrealized
Alanco Technologies Inc 0.0%
Value ($000) $0 Shares 28,125 Est. Cost $0.04 Unrealized