CNB Bank Diversified Active

CIK: 0001732074 · Show all filings

Period: Q3 2018 (← Previous) (Next →)

Filing Date: Nov 13, 2018

Total Value ($000): $174,771 (100.0% shares, 0.0% debt)

Holdings (291)

TLTD Flexshares Morningstar Developed Markets Ex-US Factor Tilt Index 15.0%
Value ($000) $26,241 Shares 402,441 Est. Cost $68.92 Unrealized
QLC Flexshares US Quality Large Cap Index Fund Qulty Lrg CP Indx Etf 13.0%
Value ($000) $22,682 Shares 633,934 Est. Cost $33.57 Unrealized
TLTE Flexshares Morningstar Emerging Markets Factor Tilt Index 7.2%
Value ($000) $12,618 Shares 243,544 Est. Cost $59.44 Unrealized
GUNR Flexshares Mstar Glbl Upstrm 6.9%
Value ($000) $12,108 Shares 357,796 Est. Cost $33.21 Unrealized
TILT Flexshares Morningstar US Market Factor Tilt Index Fd 6.5%
Value ($000) $11,368 Shares 95,216 Est. Cost $112.70 Unrealized
QDF Flexshares Quality Dividend Index Fund 3.3%
Value ($000) $5,738 Shares 121,224 Est. Cost $45.36 Unrealized
CCNE CNB Finl Corp PA Com 2.9%
Value ($000) $5,106 Shares 176,889 Est. Cost $22.15 Unrealized +11.6%
TDTT Flexshares Iboxx 3yr Target Dur Tips ETF 1.9%
Value ($000) $3,365 Shares 140,513 Est. Cost $24.35 Unrealized
PFE Pfizer Inc Com 1.5%
Value ($000) $2,636 Shares 59,813 Est. Cost $23.83 Unrealized +16.1%
NFRA Flexshares Stoxx Global Infrastructure Index 1.5%
Value ($000) $2,572 Shares 55,156 Est. Cost $48.10 Unrealized
GQRE Flexshares Global Quality Real Estate Index 1.4%
Value ($000) $2,501 Shares 40,784 Est. Cost $62.40 Unrealized
XOM Exxon Mobil Corp Com 1.4%
Value ($000) $2,454 Shares 28,872 Est. Cost $57.12 Unrealized +1.9%
AAPL Apple Inc Com 1.2%
Value ($000) $2,010 Shares 8,905 Est. Cost $39.25 Unrealized +25.5%
CVX Chevron Corp New Com 1.0%
Value ($000) $1,794 Shares 14,678 Est. Cost $83.55 Unrealized +5.2%
UNP Union Pac Corp Com 1.0%
Value ($000) $1,761 Shares 10,816 Est. Cost $100.79 Unrealized +26.8%
JPM JP Morgan Chase & Co Com 1.0%
Value ($000) $1,672 Shares 14,826 Est. Cost $81.33 Unrealized +13.9%
KO Coca Cola Company 0.9%
Value ($000) $1,561 Shares 33,797 Est. Cost $35.61 Unrealized +1.9%
MCD McDonalds Corp Com 0.9%
Value ($000) $1,498 Shares 8,957 Est. Cost $138.65 Unrealized -2.8%
PG Procter & Gamble 0.8%
Value ($000) $1,354 Shares 16,273 Est. Cost $72.65 Unrealized -6.7%
HD Home Depot Inc Com 0.7%
Value ($000) $1,242 Shares 5,996 Est. Cost $141.67 Unrealized +18.6%
NSC Norfolk Southern Corp Com 0.7%
Value ($000) $1,210 Shares 6,706 Est. Cost $114.18 Unrealized +28.9%
JNJ Johnson & Johnson Com 0.6%
Value ($000) $1,042 Shares 7,545 Est. Cost $110.89 Unrealized -2.6%
BMY Bristol Myers Squibb Co Com 0.6%
Value ($000) $1,031 Shares 16,610 Est. Cost $46.62 Unrealized -3.5%
INTC Intel Corp Com 0.6%
Value ($000) $1,000 Shares 21,155 Est. Cost $36.68 Unrealized +13.2%
VTI Vanguard Total Stock Market ETF 0.6%
Value ($000) $988 Shares 6,602 Est. Cost $138.17 Unrealized
GOOG Alphabet Class C 0.6%
Value ($000) $965 Shares 809 Est. Cost $51.61 Unrealized +15.2%
MSFT Microsoft Corp Com 0.5%
Value ($000) $910 Shares 7,953 Est. Cost $83.12 Unrealized +21.3%
ABT Abbott Labs Com 0.5%
Value ($000) $901 Shares 12,290 Est. Cost $49.36 Unrealized +17.1%
WFC Wells Fargo & Co New Com 0.5%
Value ($000) $860 Shares 16,373 Est. Cost $45.09 Unrealized +3.1%
ABBV Abbvie Inc USD 0.01 0.5%
Value ($000) $849 Shares 8,972 Est. Cost $66.89 Unrealized +3.4%
SWK Stanley Black & Decker INC And CORP COMMON 0.5%
Value ($000) $827 Shares 5,650 Est. Cost $115.80 Unrealized -0.5%
IWV Ishares Russell 3000 Index Fund Etf 0.4%
Value ($000) $746 Shares 4,330 Est. Cost $167.71 Unrealized
SCHW Schwab Charles Corp 0.4%
Value ($000) $740 Shares 15,054 Est. Cost $42.91 Unrealized +7.3%
VZ Verizon Communications Com 0.4%
Value ($000) $736 Shares 13,780 Est. Cost $31.96 Unrealized +11.5%
CVS CVS Health Corporation Effec 9-3-14 0.4%
Value ($000) $724 Shares 9,185 Est. Cost $55.66 Unrealized +1.5%
NKE Nike Inc Cl B 0.4%
Value ($000) $709 Shares 8,369 Est. Cost $54.34 Unrealized +34.3%
ORCL Oracle Corp Com 0.4%
Value ($000) $682 Shares 13,232 Est. Cost $43.53 Unrealized +0.1%
Riverview Financial Corp 0.4%
Value ($000) $672 Shares 49,466 Est. Cost $13.59 Unrealized
ZBH Zimmer Biomet Hldgs Inc Com 0.4%
Value ($000) $656 Shares 4,996 Est. Cost $106.13 Unrealized +5.5%
IBM International Business MacHi 0.4%
Value ($000) $641 Shares 4,237 Est. Cost $103.53 Unrealized -2.2%
GD General Dynamics Corp Com 0.3%
Value ($000) $606 Shares 2,961 Est. Cost $172.65 Unrealized -4.2%
CLX Clorox Co 0.3%
Value ($000) $602 Shares 4,000 Est. Cost $107.52 Unrealized +6.6%
Twenty First Centy Fox Inc Cl A 0.3%
Value ($000) $592 Shares 12,765 Est. Cost $35.17 Unrealized
ICE Intercontinental Exchange 0.3%
Value ($000) $586 Shares 7,825 Est. Cost $62.65 Unrealized +9.1%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $585 Shares 2,013 Est. Cost $269.72 Unrealized
KSS Kohls Corp 0.3%
Value ($000) $568 Shares 7,616 Est. Cost $46.03 Unrealized +64.4%
SLB Schlumberger LTD Com 0.3%
Value ($000) $563 Shares 9,246 Est. Cost $51.73 Unrealized +0.6%
DIS Disney Walt Co Com Disney 0.3%
Value ($000) $562 Shares 4,810 Est. Cost $97.86 Unrealized +8.9%
BDX Becton Dickinson & Co Com 0.3%
Value ($000) $552 Shares 2,115 Est. Cost $185.44 Unrealized +18.8%
DUK Duke Energy Corp New Com New 0.3%
Value ($000) $542 Shares 6,782 Est. Cost $62.44 Unrealized -3.9%
ALL Allstate Corp Com 0.3%
Value ($000) $540 Shares 5,476 Est. Cost $81.43 Unrealized +0.8%
Shire PLC ADR 0.3%
Value ($000) $529 Shares 2,917 Est. Cost $153.39 Unrealized
BFH Alliance Data Systems 0.3%
Value ($000) $527 Shares 2,230 Est. Cost $163.49 Unrealized +1.4%
CRM Salesforce Com Inc Com 0.3%
Value ($000) $525 Shares 3,301 Est. Cost $103.42 Unrealized +41.8%
PPG P P G Industries 0.3%
Value ($000) $524 Shares 4,800 Est. Cost $99.02 Unrealized -4.3%
ACWX Ishares Msci Acwi Ex US Etf 0.3%
Value ($000) $519 Shares 10,880 Est. Cost $47.77 Unrealized
PM Philip Morris Intl Inc Com 0.3%
Value ($000) $513 Shares 6,294 Est. Cost $68.95 Unrealized -19.5%
GOOGL Alphabet Inc Class A 0.3%
Value ($000) $512 Shares 424 Est. Cost $52.22 Unrealized +15.1%
MCHP Microchip Tech Inc 0.3%
Value ($000) $510 Shares 6,459 Est. Cost $38.78 Unrealized -0.8%
C Citigroup Inc Com New 0.3%
Value ($000) $503 Shares 7,023 Est. Cost $56.66 Unrealized -3.3%
CAT Caterpillar Inc Del Com 0.3%
Value ($000) $500 Shares 3,280 Est. Cost $116.31 Unrealized +3.6%
BIIB Biogen Idec Inc 0.3%
Value ($000) $500 Shares 1,415 Est. Cost $318.67 Unrealized +8.0%
BP BP PLC Sponsored ADR 0.3%
Value ($000) $498 Shares 10,794 Est. Cost $42.02 Unrealized
VEA Vanguard Ftse Developed Markets ETF 0.3%
Value ($000) $494 Shares 11,414 Est. Cost $44.86 Unrealized
SBUX Starbucks Corp 0.3%
Value ($000) $486 Shares 8,556 Est. Cost $47.76 Unrealized -5.6%
NVS Novartis A G Sponsored ADR 0.3%
Value ($000) $479 Shares 5,555 Est. Cost $83.63 Unrealized
MDLZ Mondelez Intl Inc 0.3%
Value ($000) $478 Shares 11,122 Est. Cost $34.74 Unrealized +2.5%
NUE Nucor Corp 0.3%
Value ($000) $478 Shares 7,537 Est. Cost $49.95 Unrealized +9.3%
Express Scripts Hldg Co 0.3%
Value ($000) $447 Shares 4,705 Est. Cost $73.39 Unrealized
T AT & T Inc 0.3%
Value ($000) $446 Shares 13,262 Est. Cost $15.32 Unrealized -5.5%
IVV iShares Core S&P 500 ETF 0.3%
Value ($000) $440 Shares 1,502 Est. Cost $269.64 Unrealized
AMT American Tower Corp 0.3%
Value ($000) $439 Shares 3,019 Est. Cost $115.41 Unrealized +4.7%
GWW W W Grainger Inc 0.2%
Value ($000) $418 Shares 1,170 Est. Cost $201.29 Unrealized +54.9%
HON Honeywell Intl Inc Com 0.2%
Value ($000) $410 Shares 2,468 Est. Cost $115.20 Unrealized +5.6%
EL Estee Lauder Companies 0.2%
Value ($000) $405 Shares 2,789 Est. Cost $120.20 Unrealized +5.2%
EOG EOG RES Inc Com 0.2%
Value ($000) $398 Shares 3,119 Est. Cost $76.34 Unrealized +19.7%
MRK Merck & Co Inc New Com 0.2%
Value ($000) $397 Shares 5,602 Est. Cost $43.00 Unrealized +17.8%
PEP Pepsico Inc 0.2%
Value ($000) $393 Shares 3,516 Est. Cost $88.71 Unrealized +1.8%
Alexion Pharmaceuticals 0.2%
Value ($000) $386 Shares 2,778 Est. Cost $116.72 Unrealized
TJX TJX Cos Inc New Com 0.2%
Value ($000) $380 Shares 3,394 Est. Cost $38.43 Unrealized +21.0%
QCOM Qualcomm Inc Com 0.2%
Value ($000) $378 Shares 5,250 Est. Cost $49.00 Unrealized +11.5%
BA Boeing Co 0.2%
Value ($000) $376 Shares 1,011 Est. Cost $312.83 Unrealized +8.4%
APD Air Products & Chemicals 0.2%
Value ($000) $367 Shares 2,194 Est. Cost $130.41 Unrealized +4.2%
General Electric Co Com 0.2%
Value ($000) $367 Shares 32,498 Est. Cost $17.46 Unrealized
COST Costco Wholesale Corp 0.2%
Value ($000) $357 Shares 1,519 Est. Cost $157.06 Unrealized +29.3%
MMM 3M Co Com 0.2%
Value ($000) $353 Shares 1,673 Est. Cost $144.97 Unrealized -8.8%
MA Mastercard Inc Cl A 0.2%
Value ($000) $345 Shares 1,552 Est. Cost $190.61 Unrealized +5.1%
MAS Masco Corp Com 0.2%
Value ($000) $344 Shares 9,421 Est. Cost $36.26 Unrealized -5.8%
Celgene Corp 0.2%
Value ($000) $332 Shares 3,709 Est. Cost $97.49 Unrealized
JCI Johnson Controls International PLC 0.2%
Value ($000) $311 Shares 8,877 Est. Cost $32.44 Unrealized -3.5%
Etrade Financial Corp E Trade COMMON 0.2%
Value ($000) $308 Shares 5,878 Est. Cost $53.96 Unrealized
RAVI Flexshares Ready Access Variable Inc ETF 0.2%
Value ($000) $305 Shares 4,028 Est. Cost $75.44 Unrealized
WMT Walmart Inc 0.2%
Value ($000) $301 Shares 3,200 Est. Cost $26.82 Unrealized +1.9%
Red Hat Inc Com 0.2%
Value ($000) $292 Shares 2,148 Est. Cost $125.54 Unrealized
Allergan PLC 0.2%
Value ($000) $279 Shares 1,465 Est. Cost $175.20 Unrealized
CSCO Cisco Sys Inc Com 0.2%
Value ($000) $275 Shares 5,657 Est. Cost $27.97 Unrealized +28.9%
MDU MDU Resources Group Inc 0.2%
Value ($000) $274 Shares 10,650 Est. Cost $8.04 Unrealized +6.7%
ERIE Erie Indty Co Cl A 0.2%
Value ($000) $269 Shares 2,106 Est. Cost $102.41 Unrealized +4.8%
EFA iShares MSCI Eafe ETF 0.1%
Value ($000) $257 Shares 3,774 Est. Cost $70.26 Unrealized
UPS United Parcel Service Inc 0.1%
Value ($000) $256 Shares 2,193 Est. Cost $86.20 Unrealized +2.6%
META Facebook Inc Cl A 0.1%
Value ($000) $238 Shares 1,449 Est. Cost $178.44 Unrealized +0.7%
ADM Archer-Daniels-Midland 0.1%
Value ($000) $236 Shares 4,700 Est. Cost $32.81 Unrealized +20.3%
COP Conocophillips Com 0.1%
Value ($000) $226 Shares 2,925 Est. Cost $39.65 Unrealized +42.1%
KLAC KLA-Tencor Corp Com 0.1%
Value ($000) $222 Shares 2,177 Est. Cost $98.66 Unrealized -0.5%
EEM iShares MSCI Emerging Markets 0.1%
Value ($000) $220 Shares 5,135 Est. Cost $47.06 Unrealized
VOO Vanguard S & P 500 ETF 0.1%
Value ($000) $217 Shares 812 Est. Cost $245.15 Unrealized
MET Metlife Inc Com 0.1%
Value ($000) $203 Shares 4,343 Est. Cost $39.89 Unrealized -10.9%
Torchmark Corp Com 0.1%
Value ($000) $195 Shares 2,250 Est. Cost $90.67 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $190 Shares 3,146 Est. Cost $36.12 Unrealized -7.1%
IWM iShares Russell 2000 ETF 0.1%
Value ($000) $187 Shares 1,111 Est. Cost $162.25 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $186 Shares 1,866 Est. Cost $98.35 Unrealized
HAL Halliburton Co Com 0.1%
Value ($000) $185 Shares 4,557 Est. Cost $39.10 Unrealized -9.0%
GIS General Mills 0.1%
Value ($000) $184 Shares 4,279 Est. Cost $39.81 Unrealized -12.2%
BRK/B Berkshire Hathaway Inc DE Class B New 0.1%
Value ($000) $169 Shares 790 Est. Cost $189.88 Unrealized +8.1%
CCL Carnival Corp. 0.1%
Value ($000) $166 Shares 2,602 Est. Cost $61.50 Unrealized -7.6%
PGX Invesco Preferred Etf Invsc 0.1%
Value ($000) $165 Shares 11,527 Est. Cost $14.57 Unrealized
AXP American Express Co Com 0.1%
Value ($000) $162 Shares 1,519 Est. Cost $85.24 Unrealized +10.4%
PNC PNC Finl Svcs Group Inc Com 0.1%
Value ($000) $159 Shares 1,171 Est. Cost $104.65 Unrealized +4.6%
NVDA Nvidia Corp Com 0.1%
Value ($000) $159 Shares 569 Est. Cost $6.44 Unrealized 0.0%
VWO Vanguard MSCI Emerging Markets ETF 0.1%
Value ($000) $157 Shares 3,827 Est. Cost $45.93 Unrealized
IEFA Ishares Tr Core Msci Eafe Etf 0.1%
Value ($000) $153 Shares 2,387 Est. Cost $65.50 Unrealized
GVI Ishares Barclays Intermediate Government/credit Bond Fund Int Gov Credit Etf 0.1%
Value ($000) $147 Shares 1,365 Est. Cost $108.42 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.1%
Value ($000) $142 Shares 1,345 Est. Cost $109.22 Unrealized
BUD Anheuser Busch 0.1%
Value ($000) $140 Shares 1,600 Est. Cost $111.68 Unrealized
DHR Danaher Corp Del Com 0.1%
Value ($000) $140 Shares 1,292 Est. Cost $78.48 Unrealized +12.2%
Dowdupont Inc. 0.1%
Value ($000) $131 Shares 2,034 Est. Cost $71.13 Unrealized
VEU Vanguard All World EX US ETF 0.1%
Value ($000) $130 Shares 2,500 Est. Cost $54.80 Unrealized
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $121 Shares 1,496 Est. Cost $81.71 Unrealized
KHC Kraft Heinz Co Com 0.1%
Value ($000) $112 Shares 2,041 Est. Cost $49.08 Unrealized -14.8%
NWBI Northwest Bancshares Inc MD Com 0.1%
Value ($000) $109 Shares 6,296 Est. Cost $10.39 Unrealized +10.4%
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $109 Shares 701 Est. Cost $150.59 Unrealized
BND Vanguard Total Bond Mkt ETF 0.1%
Value ($000) $105 Shares 1,339 Est. Cost $81.40 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $102 Shares 901 Est. Cost $87.34 Unrealized -0.9%
VO Vanguard Index Funds Vanguard Mid-cap Etf 0.1%
Value ($000) $101 Shares 617 Est. Cost $155.10 Unrealized
V Visa Inc Com Cl A 0.1%
Value ($000) $96 Shares 640 Est. Cost $104.38 Unrealized +29.4%
BNDX Vanguard Total International Bond ETF 0.1%
Value ($000) $93 Shares 1,705 Est. Cost $54.62 Unrealized
TRV Travelers Companies Inc Com 0.1%
Value ($000) $91 Shares 700 Est. Cost $110.50 Unrealized -0.6%
United Technologies Corp Com 0.0%
Value ($000) $82 Shares 588 Est. Cost $127.04 Unrealized
LQD iShares iBoxx USD Inv Gd Corp Bond ETF 0.0%
Value ($000) $81 Shares 705 Est. Cost $121.28 Unrealized
STT State Str Corp Com 0.0%
Value ($000) $79 Shares 941 Est. Cost $74.42 Unrealized -6.9%
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $77 Shares 359 Est. Cost $208.18 Unrealized
HYG iShares iBoxx USD H/Y Corp Bond ETF 0.0%
Value ($000) $77 Shares 894 Est. Cost $86.75 Unrealized
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $77 Shares 579 Est. Cost $131.01 Unrealized
BSV Vanguard Bd Index Funds Vanguard Short Term Bd Etf 0.0%
Value ($000) $73 Shares 933 Est. Cost $78.93 Unrealized
AMZN Amazon Com Inc Com 0.0%
Value ($000) $72 Shares 36 Est. Cost $55.02 Unrealized +70.9%
TIP iShares Tips Bond ETF 0.0%
Value ($000) $71 Shares 640 Est. Cost $114.14 Unrealized
ETN Eaton Corporation PLC 0.0%
Value ($000) $71 Shares 814 Est. Cost $67.77 Unrealized +5.0%
GPC Genuine Parts Co Com 0.0%
Value ($000) $70 Shares 700 Est. Cost $72.09 Unrealized +9.8%
IJH iShares Tr S&P Midcap 400 0.0%
Value ($000) $69 Shares 344 Est. Cost $196.03 Unrealized
PSX Phillips 66 0.0%
Value ($000) $68 Shares 600 Est. Cost $69.29 Unrealized +24.2%
VB Vanguard Index Funds Vanguard Small-cap Etf 0.0%
Value ($000) $67 Shares 412 Est. Cost $147.49 Unrealized
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.0%
Value ($000) $65 Shares 1,263 Est. Cost $53.40 Unrealized
VIG Vanguard Specialized Portfoldiv App ETF 0.0%
Value ($000) $60 Shares 541 Est. Cost $67.20 Unrealized
IUSG Ishares Core S&p US Growth Etf 0.0%
Value ($000) $60 Shares 963 Est. Cost $57.11 Unrealized
IWR Ishares Russell Mid-CAP ETF 0.0%
Value ($000) $55 Shares 250 Est. Cost $152.00 Unrealized
MS Morgan Stanley Com New 0.0%
Value ($000) $54 Shares 1,160 Est. Cost $39.73 Unrealized -2.0%
FTV Fortive Corp 0.0%
Value ($000) $53 Shares 628 Est. Cost $44.30 Unrealized +12.3%
IJR iShares Core S&P Small-CAP 0.0%
Value ($000) $52 Shares 592 Est. Cost $78.77 Unrealized
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $48 Shares 130 Est. Cost $354.09 Unrealized
Anadarko Pete Corp Com 0.0%
Value ($000) $47 Shares 700 Est. Cost $53.06 Unrealized
EFAD Proshares MSCI EAFE Div Growers ETF 0.0%
Value ($000) $46 Shares 1,210 Est. Cost $38.02 Unrealized
SPTM SPDR Total Stock Market ETF 0.0%
Value ($000) $45 Shares 1,230 Est. Cost $36.59 Unrealized
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $45 Shares 630 Est. Cost $55.23 Unrealized -0.6%
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $44 Shares 500 Est. Cost $88.00 Unrealized
Activision Blizzard Inc Com 0.0%
Value ($000) $40 Shares 477 Est. Cost $64.15 Unrealized
Versum Materials INC CORP COMMON 0.0%
Value ($000) $37 Shares 1,040 Est. Cost $37.50 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value ($000) $36 Shares 212 Est. Cost $31.63 Unrealized +12.1%
PH Parker Hannifin Corp Com 0.0%
Value ($000) $36 Shares 196 Est. Cost $164.37 Unrealized -6.5%
M MACYS Inc Com 0.0%
Value ($000) $35 Shares 996 Est. Cost $21.94 Unrealized +69.6%
CMI Cummins Inc Com 0.0%
Value ($000) $35 Shares 237 Est. Cost $138.21 Unrealized -15.9%
Canopy Growth Corp COMMON 0.0%
Value ($000) $34 Shares 700 Est. Cost $48.57 Unrealized
SUN Sunoco Lp Unt 0.0%
Value ($000) $34 Shares 1,150 Est. Cost $28.33 Unrealized
USMV Ishares Edge Msci Min Vol Usa Etf 0.0%
Value ($000) $34 Shares 600 Est. Cost $53.33 Unrealized
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $33 Shares 935 Est. Cost $30.92 Unrealized -5.1%
BK Bank of New York Mellon Corpcom 0.0%
Value ($000) $32 Shares 619 Est. Cost $42.65 Unrealized +0.1%
AMAT Applied Materials 0.0%
Value ($000) $32 Shares 815 Est. Cost $49.42 Unrealized -17.7%
Discover Finl Svcs Com 0.0%
Value ($000) $31 Shares 400 Est. Cost $77.50 Unrealized
National Oilwell Varco Inc Com 0.0%
Value ($000) $31 Shares 710 Est. Cost $35.37 Unrealized
Viacom Inc New Cl B 0.0%
Value ($000) $31 Shares 905 Est. Cost $30.77 Unrealized
SHM Spdr Ser Tr Nuveen Bloomberg Barclaysshort Term Mun Bd Etf 0.0%
Value ($000) $29 Shares 600 Est. Cost $48.33 Unrealized
FE Firstenergy Corp Com 0.0%
Value ($000) $28 Shares 750 Est. Cost $23.31 Unrealized +16.2%
HDV iShares Core High Dividend 0.0%
Value ($000) $28 Shares 305 Est. Cost $89.32 Unrealized
IJK iShares S&P Mid-CAP 400 Growth ETF 0.0%
Value ($000) $27 Shares 115 Est. Cost $217.39 Unrealized
CBS Corp New Cl B 0.0%
Value ($000) $27 Shares 478 Est. Cost $58.14 Unrealized
SMDV Proshares Russell 2000 Dividend Growers Etf Dvd Grwrs 0.0%
Value ($000) $27 Shares 455 Est. Cost $57.14 Unrealized
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $26 Shares 203 Est. Cost $123.15 Unrealized
HSBC Hldgs PLC ADR A 1/40pf A 6.20 0.0%
Value ($000) $26 Shares 1,000 Est. Cost $26.00 Unrealized
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $25 Shares 313 Est. Cost $79.87 Unrealized
F Ford Mtr Co Del Com Par $0.01 0.0%
Value ($000) $25 Shares 2,687 Est. Cost $7.71 Unrealized -11.2%
AMGN Amgen Inc Com 0.0%
Value ($000) $25 Shares 120 Est. Cost $138.80 Unrealized +13.4%
VXF Vanguard Index Funds Vanguard Extended Mkt Etf 0.0%
Value ($000) $25 Shares 206 Est. Cost $112.02 Unrealized
SDY SPDR S&P Dividend 0.0%
Value ($000) $25 Shares 255 Est. Cost $92.86 Unrealized
DBC Invesco DB Commodity Index 0.0%
Value ($000) $25 Shares 1,400 Est. Cost $17.86 Unrealized
ADBE Adobe Sys Inc Com 0.0%
Value ($000) $24 Shares 89 Est. Cost $172.04 Unrealized +49.9%
FTLS First Trust ETF Fd III 0.0%
Value ($000) $24 Shares 585 Est. Cost $39.32 Unrealized
UNH Unitedhealth Group Inc Com 0.0%
Value ($000) $24 Shares 90 Est. Cost $186.06 Unrealized +24.0%
LLY Lilly Eli & Co Com 0.0%
Value ($000) $24 Shares 225 Est. Cost $75.28 Unrealized +19.9%
PRF Invesco FTSE RAFI US 1000 ETF 0.0%
Value ($000) $23 Shares 193 Est. Cost $113.99 Unrealized
Alps ETF Alerian MLP ETF 0.0%
Value ($000) $23 Shares 2,161 Est. Cost $10.78 Unrealized
OXY Occidental Petroleum Corp 0.0%
Value ($000) $22 Shares 265 Est. Cost $55.11 Unrealized +22.9%
SPGI S&P Global 0.0%
Value ($000) $22 Shares 112 Est. Cost $151.96 Unrealized +27.4%
VWOB Vanguard Emerging Markets Government Bond ETF 0.0%
Value ($000) $20 Shares 265 Est. Cost $78.89 Unrealized
HIG Hartford Finl Svcs Group Inccom 0.0%
Value ($000) $20 Shares 400 Est. Cost $46.60 Unrealized -6.6%
ENB Enbridge Inc Common 0.0%
Value ($000) $19 Shares 590 Est. Cost $23.31 Unrealized -5.7%
Mallinckrodt Pub LTD Co Shs 0.0%
Value ($000) $18 Shares 600 Est. Cost $23.29 Unrealized
IJJ iShares S&P Mid-CAP 400 Value ETF 0.0%
Value ($000) $18 Shares 110 Est. Cost $163.64 Unrealized
IJT Ishares Tr S&P Small-cap 600 Growth ETF 0.0%
Value ($000) $18 Shares 89 Est. Cost $168.54 Unrealized
Royce Value Tr Inc 0.0%
Value ($000) $17 Shares 1,038 Est. Cost $16.38 Unrealized
VOT Vanguard Index Funds Mid-cap Growth Etf 0.0%
Value ($000) $17 Shares 120 Est. Cost $128.87 Unrealized
LMT Lockheed Martin Corp Com 0.0%
Value ($000) $17 Shares 50 Est. Cost $253.57 Unrealized +4.2%
VUG Vanguard Index Funds Vanguard Growth Etf 0.0%
Value ($000) $16 Shares 101 Est. Cost $139.53 Unrealized
USB US Bancorp 0.0%
Value ($000) $16 Shares 300 Est. Cost $39.05 Unrealized +0.2%
EMR Emerson Electric Co. 0.0%
Value ($000) $16 Shares 207 Est. Cost $54.41 Unrealized +13.9%
Prospect Capital Corp 4.95 due 7/15/22 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
Cerner Corp Com 0.0%
Value ($000) $15 Shares 240 Est. Cost $66.67 Unrealized
VTV Vanguard Value Index Fund Etf 0.0%
Value ($000) $14 Shares 125 Est. Cost $109.09 Unrealized
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $14 Shares 99 Est. Cost $132.08 Unrealized
ITW Illinois Tool Wks Inc Com 0.0%
Value ($000) $14 Shares 98 Est. Cost $127.67 Unrealized -8.0%
BB&T Corp Com 0.0%
Value ($000) $13 Shares 274 Est. Cost $48.67 Unrealized
EXC Exelon Corp Com 0.0%
Value ($000) $13 Shares 300 Est. Cost $21.66 Unrealized +9.9%
BAX Baxter Intl Inc Com 0.0%
Value ($000) $13 Shares 172 Est. Cost $55.89 Unrealized +16.2%
SCHM Schwab US Mid Cap Etf Charles Mc 0.0%
Value ($000) $13 Shares 223 Est. Cost $53.81 Unrealized
TD Toronto Dominion Bank 0.0%
Value ($000) $13 Shares 215 Est. Cost $57.22 Unrealized +4.1%
Briggs & Stratton Corp Com 0.0%
Value ($000) $12 Shares 600 Est. Cost $25.00 Unrealized
Aetna Inc New Com 0.0%
Value ($000) $12 Shares 57 Est. Cost $181.82 Unrealized
PKG Packaging Corp of America 0.0%
Value ($000) $11 Shares 100 Est. Cost $90.90 Unrealized -1.0%
EFAV Ishares Tr Msci Eafe Minimum Volatilityetf 0.0%
Value ($000) $11 Shares 145 Est. Cost $68.97 Unrealized
NFG National Fuel Gas Co N J Com 0.0%
Value ($000) $11 Shares 200 Est. Cost $57.14 Unrealized -3.4%
TXN Texas Instruments Inc 0.0%
Value ($000) $11 Shares 248 Est. Cost $80.99 Unrealized +11.4%
VLO Valero Energy Corp New Com 0.0%
Value ($000) $11 Shares 98 Est. Cost $59.68 Unrealized +41.1%
WEC Wec Energy Group INC CORP COMMON 0.0%
Value ($000) $11 Shares 158 Est. Cost $51.71 Unrealized +2.0%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $10 Shares 228 Est. Cost $59.17 Unrealized -28.8%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $10 Shares 92 Est. Cost $71.75 Unrealized +20.8%
PRU Prudential Finl Inc Com 0.0%
Value ($000) $10 Shares 100 Est. Cost $76.21 Unrealized -9.9%
DKS Dicks Sporting Goods Inc Com 0.0%
Value ($000) $10 Shares 270 Est. Cost $21.56 Unrealized +32.4%
CFG Citizens Finl Group Inc Common 0.0%
Value ($000) $10 Shares 260 Est. Cost $28.01 Unrealized +4.8%
SPG Simon Ppty Group Inc 0.0%
Value ($000) $10 Shares 54 Est. Cost $104.73 Unrealized +13.0%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $10 Shares 77 Est. Cost $114.36 Unrealized -3.8%
BAC Bank of America Corporation Com 0.0%
Value ($000) $10 Shares 329 Est. Cost $22.78 Unrealized +11.8%
Glaxosmithkline PLC Sponsored ADR 0.0%
Value ($000) $10 Shares 248 Est. Cost $36.29 Unrealized
ADP Automatic Data Processing Incom 0.0%
Value ($000) $9 Shares 60 Est. Cost $96.16 Unrealized +25.6%
AFL AFLAC Inc Com 0.0%
Value ($000) $9 Shares 200 Est. Cost $36.04 Unrealized +6.8%
YUM Yum Brands Inc Com 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.23 Unrealized +6.8%
Twitter Inc 0.0%
Value ($000) $9 Shares 328 Est. Cost $23.93 Unrealized
CL Colgate Palmolive Co Com 0.0%
Value ($000) $9 Shares 80 Est. Cost $60.29 Unrealized -7.2%
Royal Dutch Shell PLC Spons ADR A 0.0%
Value ($000) $9 Shares 134 Est. Cost $64.86 Unrealized
KMI Kinder Morgan Inc 0.0%
Value ($000) $8 Shares 438 Est. Cost $11.40 Unrealized +2.6%
Teekay Lng Partners L P Prtnrsp Units 0.0%
Value ($000) $8 Shares 500 Est. Cost $20.00 Unrealized
WM Waste Mgmt Inc Del Com 0.0%
Value ($000) $8 Shares 87 Est. Cost $70.72 Unrealized +10.7%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $8 Shares 108 Est. Cost $74.07 Unrealized
CTSH Cognizant Technology Solutiocl A 0.0%
Value ($000) $8 Shares 100 Est. Cost $65.14 Unrealized +7.8%
CCI Crown Castle International Corp Reit COMMON 0.0%
Value ($000) $8 Shares 68 Est. Cost $75.09 Unrealized +8.3%
TGT Target Corp Com 0.0%
Value ($000) $8 Shares 85 Est. Cost $59.64 Unrealized +13.9%
CHRW C.h. Robinson Worldwide INC CH CORP COMMON 0.0%
Value ($000) $8 Shares 79 Est. Cost $67.35 Unrealized +16.8%
IJS Ishares Tr S&p Small-cap 600 Value Etf 0.0%
Value ($000) $8 Shares 50 Est. Cost $160.00 Unrealized
HBAN Huntington Bancshares Inc Com 0.0%
Value ($000) $7 Shares 500 Est. Cost $9.77 Unrealized +13.8%
AMG Affiliated Managers Group INC CORP COMMON 0.0%
Value ($000) $7 Shares 50 Est. Cost $188.42 Unrealized -23.4%
Energy Transfer Partners LP 0.0%
Value ($000) $7 Shares 300 Est. Cost $16.67 Unrealized
PCG PG&E Corp Common 0.0%
Value ($000) $7 Shares 161 Est. Cost $41.94 Unrealized +5.0%
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $7 Shares 50 Est. Cost $131.61 Unrealized 0.0%
Textainer Group Holdings Ltd Holding CORP COMMON 0.0%
Value ($000) $7 Shares 575 Est. Cost $20.87 Unrealized
Nordstrom INC CORP COMMON 0.0%
Value ($000) $6 Shares 100 Est. Cost $50.00 Unrealized
SAP Sap AG ADR 0.0%
Value ($000) $6 Shares 46 Est. Cost $108.70 Unrealized
Noble Corp 0.0%
Value ($000) $6 Shares 818 Est. Cost $4.89 Unrealized
NTLA Intellia Therapeutics 0.0%
Value ($000) $6 Shares 200 Est. Cost $23.09 Unrealized +26.0%
A Agilent Technologies Inc Com 0.0%
Value ($000) $6 Shares 133 Est. Cost $63.50 Unrealized -1.2%
AWK American Wtr Wks Co Inc New Com 0.0%
Value ($000) $6 Shares 72 Est. Cost $75.72 Unrealized +1.1%
WY Weyerhaeuser Co 0.0%
Value ($000) $5 Shares 150 Est. Cost $25.74 Unrealized +0.6%
PANW Palo Alto Networks Inc Common 0.0%
Value ($000) $5 Shares 21 Est. Cost $26.11 Unrealized +39.5%
TMO Thermo Fisher Scientific Inccom 0.0%
Value ($000) $4 Shares 45 Est. Cost $187.44 Unrealized +20.4%
CB Chubb Ltd CORP COMMON 0.0%
Value ($000) $4 Shares 30 Est. Cost $129.55 Unrealized -8.0%
DE Deere & Co 0.0%
Value ($000) $4 Shares 28 Est. Cost $123.74 Unrealized +3.9%
ABBNY ABB LTD 0.0%
Value ($000) $4 Shares 160 Est. Cost $25.00 Unrealized
EPD Enterprise Prods Partners L Com 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.71 Unrealized
EBAY Ebay Inc Com 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.03 Unrealized -6.6%
NTRS Northern Tr Corp Common 0.0%
Value ($000) $3 Shares 30 Est. Cost $75.28 Unrealized +13.7%
VOE Vanguard Mid-cap Value ETF 0.0%
Value ($000) $3 Shares 25 Est. Cost $120.00 Unrealized
Suntrust Bks Inc Common 0.0%
Value ($000) $3 Shares 50 Est. Cost $65.22 Unrealized
Sirius XM Hldgs Inc USD 0.001 0.0%
Value ($000) $3 Shares 500 Est. Cost $6.00 Unrealized
PCAR Paccar INC CORP COMMON 0.0%
Value ($000) $3 Shares 47 Est. Cost $34.20 Unrealized -4.3%
Total S.A. ADR 0.0%
Value ($000) $3 Shares 50 Est. Cost $56.87 Unrealized
CNX CNX Res Corp 0.0%
Value ($000) $3 Shares 200 Est. Cost $13.81 Unrealized +14.9%
INTU Intuit Com 0.0%
Value ($000) $3 Shares 14 Est. Cost $182.24 Unrealized +12.2%
AA Alcoa Corp COMMON 0.0%
Value ($000) $2 Shares 57 Est. Cost $43.68 Unrealized -5.0%
GILD Gilead Sciences Inc 0.0%
Value ($000) $2 Shares 32 Est. Cost $52.72 Unrealized +7.8%
WPM Wheaton Precious Metals Corp Com 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.78 Unrealized -6.8%
Corelogic Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
MDT Medtronic PLC NPV 0.0%
Value ($000) $1 Shares 12 Est. Cost $64.98 Unrealized +17.4%
Consol Energy Inc New 0.0%
Value ($000) $1 Shares 25 Est. Cost $40.00 Unrealized
VYX Ncr Corp COMMON 0.0%
Value ($000) $1 Shares 22 Est. Cost $21.07 Unrealized -15.5%
IUSV Ishares Core S&p US Value Etf 0.0%
Value ($000) $1 Shares 21 Est. Cost $47.62 Unrealized