CNB Bank Diversified Active

CIK: 0001732074 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Feb 6, 2019

Total Value ($000): $156,952 (100.0% shares, 0.0% debt)

Holdings (341)

TLTD Flexshares Morningstar Developed Markets Ex-US Factor Tilt Index 15.2%
Value ($000) $23,889 Shares 430,360 Est. Cost $68.05 Unrealized
QLC Flexshares US Quality Large Cap Index Fund Qulty Lrg CP Indx Etf 11.1%
Value ($000) $17,348 Shares 575,750 Est. Cost $33.57 Unrealized
GUNR Flexshares Mstar Glbl Upstrm 6.9%
Value ($000) $10,769 Shares 367,794 Est. Cost $33.11 Unrealized
TLTE Flexshares Morningstar Emerging Markets Factor Tilt Index 6.8%
Value ($000) $10,741 Shares 223,871 Est. Cost $59.44 Unrealized
TILT Flexshares Morningstar US Market Factor Tilt Index Fd 6.0%
Value ($000) $9,343 Shares 93,315 Est. Cost $112.70 Unrealized
QDF Flexshares Quality Dividend Index Fund 2.8%
Value ($000) $4,465 Shares 112,157 Est. Cost $45.36 Unrealized
CCNE CNB Finl Corp PA Com 2.6%
Value ($000) $4,150 Shares 180,814 Est. Cost $22.12 Unrealized -5.6%
TDTT Flexshares Iboxx 3yr Target Dur Tips ETF 2.0%
Value ($000) $3,109 Shares 130,510 Est. Cost $24.35 Unrealized
NFRA Flexshares Stoxx Global Infrastructure Index 1.8%
Value ($000) $2,768 Shares 63,364 Est. Cost $47.53 Unrealized
PFE Pfizer Inc Com 1.6%
Value ($000) $2,548 Shares 58,380 Est. Cost $23.83 Unrealized +26.0%
GQRE Flexshares Global Quality Real Estate Index 1.4%
Value ($000) $2,249 Shares 40,507 Est. Cost $62.40 Unrealized
XOM Exxon Mobil Corp Com 1.3%
Value ($000) $2,069 Shares 30,340 Est. Cost $57.08 Unrealized -1.2%
PG Procter & Gamble 1.0%
Value ($000) $1,599 Shares 17,397 Est. Cost $72.78 Unrealized +2.7%
AAPL Apple Inc Com 1.0%
Value ($000) $1,580 Shares 10,017 Est. Cost $40.00 Unrealized +15.0%
CVX Chevron Corp New Com 1.0%
Value ($000) $1,545 Shares 14,196 Est. Cost $83.55 Unrealized +1.4%
KO Coca Cola Company 1.0%
Value ($000) $1,537 Shares 32,457 Est. Cost $35.61 Unrealized +7.8%
JPM JP Morgan Chase & Co Com 1.0%
Value ($000) $1,528 Shares 15,652 Est. Cost $81.65 Unrealized +7.2%
UNP Union Pac Corp Com 1.0%
Value ($000) $1,503 Shares 10,873 Est. Cost $100.79 Unrealized +25.4%
MCD McDonalds Corp Com 0.9%
Value ($000) $1,471 Shares 8,285 Est. Cost $138.65 Unrealized +8.3%
MSFT Microsoft Corp Com 0.7%
Value ($000) $1,079 Shares 10,624 Est. Cost $87.36 Unrealized +14.5%
GOOG Alphabet Class C 0.6%
Value ($000) $1,010 Shares 975 Est. Cost $51.86 Unrealized +2.4%
ABT Abbott Labs Com 0.6%
Value ($000) $1,009 Shares 13,952 Est. Cost $50.89 Unrealized +22.1%
HD Home Depot Inc Com 0.6%
Value ($000) $1,004 Shares 5,845 Est. Cost $141.67 Unrealized +6.2%
NSC Norfolk Southern Corp Com 0.6%
Value ($000) $966 Shares 6,463 Est. Cost $114.18 Unrealized +24.7%
INTC Intel Corp Com 0.6%
Value ($000) $964 Shares 20,539 Est. Cost $36.68 Unrealized +9.6%
JNJ Johnson & Johnson Com 0.6%
Value ($000) $958 Shares 7,426 Est. Cost $110.89 Unrealized +2.9%
BMY Bristol Myers Squibb Co Com 0.6%
Value ($000) $902 Shares 17,342 Est. Cost $46.38 Unrealized -11.7%
ABBV Abbvie Inc USD 0.01 0.6%
Value ($000) $875 Shares 9,489 Est. Cost $66.77 Unrealized -3.0%
WFC Wells Fargo & Co New Com 0.5%
Value ($000) $831 Shares 18,041 Est. Cost $44.81 Unrealized -6.2%
VTI Vanguard Total Stock Market ETF 0.5%
Value ($000) $829 Shares 6,500 Est. Cost $138.17 Unrealized
VZ Verizon Communications Com 0.5%
Value ($000) $827 Shares 14,708 Est. Cost $32.38 Unrealized +19.3%
NKE Nike Inc Cl B 0.5%
Value ($000) $762 Shares 10,279 Est. Cost $56.90 Unrealized +19.8%
DUK Duke Energy Corp New Com New 0.5%
Value ($000) $711 Shares 8,237 Est. Cost $62.70 Unrealized +1.9%
SCHW Schwab Charles Corp 0.4%
Value ($000) $700 Shares 16,856 Est. Cost $42.70 Unrealized -4.2%
CVS CVS Health Corporation Effec 9-3-14 0.4%
Value ($000) $698 Shares 10,661 Est. Cost $56.18 Unrealized +5.7%
ICE Intercontinental Exchange 0.4%
Value ($000) $697 Shares 9,256 Est. Cost $63.77 Unrealized +9.6%
SWK Stanley Black & Decker INC And CORP COMMON 0.4%
Value ($000) $677 Shares 5,650 Est. Cost $115.80 Unrealized -12.3%
Twenty First Centy Fox Inc Cl A 0.4%
Value ($000) $676 Shares 14,049 Est. Cost $36.36 Unrealized
ORCL Oracle Corp Com 0.4%
Value ($000) $673 Shares 14,903 Est. Cost $43.49 Unrealized -0.7%
AMT American Tower Corp 0.4%
Value ($000) $654 Shares 4,131 Est. Cost $119.20 Unrealized +8.6%
IWV Ishares Russell 3000 Index Fund Etf 0.4%
Value ($000) $636 Shares 4,330 Est. Cost $167.71 Unrealized
SBUX Starbucks Corp 0.4%
Value ($000) $630 Shares 9,777 Est. Cost $48.49 Unrealized +10.6%
DIS Disney Walt Co Com Disney 0.4%
Value ($000) $622 Shares 5,681 Est. Cost $99.58 Unrealized +9.6%
CLX Clorox Co 0.4%
Value ($000) $617 Shares 4,000 Est. Cost $107.52 Unrealized +17.7%
ZBH Zimmer Biomet Hldgs Inc Com 0.4%
Value ($000) $584 Shares 5,622 Est. Cost $106.12 Unrealized -0.0%
Shire PLC ADR 0.4%
Value ($000) $577 Shares 3,312 Est. Cost $155.87 Unrealized
NVS Novartis A G Sponsored ADR 0.4%
Value ($000) $560 Shares 6,529 Est. Cost $83.95 Unrealized
IBM International Business MacHi 0.3%
Value ($000) $548 Shares 4,822 Est. Cost $101.64 Unrealized -13.5%
GOOGL Alphabet Inc Class A 0.3%
Value ($000) $546 Shares 523 Est. Cost $52.49 Unrealized +2.2%
ALL Allstate Corp Com 0.3%
Value ($000) $535 Shares 6,471 Est. Cost $80.58 Unrealized -5.8%
MA Mastercard Inc Cl A 0.3%
Value ($000) $533 Shares 2,827 Est. Cost $190.75 Unrealized +0.1%
CRM Salesforce Com Inc Com 0.3%
Value ($000) $529 Shares 3,863 Est. Cost $108.14 Unrealized +25.7%
GD General Dynamics Corp Com 0.3%
Value ($000) $528 Shares 3,358 Est. Cost $170.22 Unrealized -10.7%
Riverview Financial Corp 0.3%
Value ($000) $522 Shares 47,954 Est. Cost $13.59 Unrealized
KSS Kohls Corp 0.3%
Value ($000) $521 Shares 7,852 Est. Cost $46.75 Unrealized +50.1%
EL Estee Lauder Companies 0.3%
Value ($000) $511 Shares 3,928 Est. Cost $121.32 Unrealized +2.3%
MDLZ Mondelez Intl Inc 0.3%
Value ($000) $508 Shares 12,671 Est. Cost $34.87 Unrealized +2.6%
BIIB Biogen Idec Inc 0.3%
Value ($000) $507 Shares 1,686 Est. Cost $318.75 Unrealized +0.1%
SPY SPDR S&P 500 ETF 0.3%
Value ($000) $503 Shares 2,013 Est. Cost $269.72 Unrealized
IWM iShares Russell 2000 ETF 0.3%
Value ($000) $497 Shares 3,715 Est. Cost $142.29 Unrealized
PEP Pepsico Inc 0.3%
Value ($000) $497 Shares 4,503 Est. Cost $89.14 Unrealized +1.7%
MRK Merck & Co Inc New Com 0.3%
Value ($000) $490 Shares 6,413 Est. Cost $44.71 Unrealized +26.4%
PPG P P G Industries 0.3%
Value ($000) $485 Shares 4,750 Est. Cost $99.02 Unrealized -8.7%
C Citigroup Inc Com New 0.3%
Value ($000) $476 Shares 9,153 Est. Cost $54.96 Unrealized -10.2%
NUE Nucor Corp 0.3%
Value ($000) $471 Shares 9,082 Est. Cost $50.08 Unrealized +1.3%
VEA Vanguard Ftse Developed Markets ETF 0.3%
Value ($000) $462 Shares 12,445 Est. Cost $44.22 Unrealized
ACWX Ishares Msci Acwi Ex US Etf 0.3%
Value ($000) $457 Shares 10,880 Est. Cost $47.77 Unrealized
PM Philip Morris Intl Inc Com 0.3%
Value ($000) $448 Shares 6,704 Est. Cost $68.24 Unrealized -16.0%
BP BP PLC Sponsored ADR 0.3%
Value ($000) $436 Shares 11,480 Est. Cost $41.78 Unrealized
MCHP Microchip Tech Inc 0.3%
Value ($000) $434 Shares 6,036 Est. Cost $38.78 Unrealized -20.4%
BDX Becton Dickinson & Co Com 0.3%
Value ($000) $431 Shares 1,915 Est. Cost $185.44 Unrealized +12.3%
CAT Caterpillar Inc Del Com 0.3%
Value ($000) $416 Shares 3,275 Est. Cost $116.31 Unrealized -4.1%
SLB Schlumberger LTD Com 0.3%
Value ($000) $395 Shares 10,933 Est. Cost $49.96 Unrealized -19.5%
BA Boeing Co 0.3%
Value ($000) $394 Shares 1,223 Est. Cost $316.67 Unrealized +5.8%
T AT & T Inc 0.2%
Value ($000) $389 Shares 13,628 Est. Cost $15.28 Unrealized -8.3%
HON Honeywell Intl Inc Com 0.2%
Value ($000) $384 Shares 2,907 Est. Cost $115.58 Unrealized +1.8%
IVV iShares Core S&P 500 ETF 0.2%
Value ($000) $379 Shares 1,508 Est. Cost $269.64 Unrealized
TJX TJX Cos Inc New Com 0.2%
Value ($000) $378 Shares 8,444 Est. Cost $42.89 Unrealized +7.0%
COST Costco Wholesale Corp 0.2%
Value ($000) $363 Shares 1,784 Est. Cost $163.73 Unrealized +23.4%
GWW W W Grainger Inc 0.2%
Value ($000) $362 Shares 1,280 Est. Cost $207.24 Unrealized +30.5%
APD Air Products & Chemicals 0.2%
Value ($000) $351 Shares 2,194 Est. Cost $130.41 Unrealized +2.1%
CSCO Cisco Sys Inc Com 0.2%
Value ($000) $340 Shares 7,836 Est. Cost $30.46 Unrealized +21.2%
BFH Alliance Data Systems 0.2%
Value ($000) $331 Shares 2,206 Est. Cost $163.49 Unrealized -15.5%
Alexion Pharmaceuticals 0.2%
Value ($000) $330 Shares 3,387 Est. Cost $113.25 Unrealized
QCOM Qualcomm Inc Com 0.2%
Value ($000) $324 Shares 5,698 Est. Cost $49.15 Unrealized +3.5%
MMM 3M Co Com 0.2%
Value ($000) $320 Shares 1,680 Est. Cost $144.97 Unrealized -11.5%
META Facebook Inc Cl A 0.2%
Value ($000) $318 Shares 2,430 Est. Cost $164.48 Unrealized -12.5%
MAS Masco Corp Com 0.2%
Value ($000) $310 Shares 10,582 Est. Cost $35.32 Unrealized -21.6%
Etrade Financial Corp E Trade COMMON 0.2%
Value ($000) $307 Shares 6,995 Est. Cost $52.35 Unrealized
ERIE Erie Indty Co Cl A 0.2%
Value ($000) $305 Shares 2,287 Est. Cost $103.22 Unrealized +9.2%
EOG EOG RES Inc Com 0.2%
Value ($000) $294 Shares 3,381 Est. Cost $76.67 Unrealized +5.2%
AMZN Amazon Com Inc Com 0.2%
Value ($000) $293 Shares 195 Est. Cost $77.95 Unrealized +6.7%
JCI Johnson Controls International PLC 0.2%
Value ($000) $291 Shares 9,828 Est. Cost $32.03 Unrealized -11.9%
UPS United Parcel Service Inc 0.2%
Value ($000) $289 Shares 2,960 Est. Cost $85.13 Unrealized -3.6%
Celgene Corp 0.2%
Value ($000) $282 Shares 4,401 Est. Cost $92.24 Unrealized
WMT Walmart Inc 0.2%
Value ($000) $281 Shares 3,018 Est. Cost $26.82 Unrealized +7.3%
General Electric Co Com 0.2%
Value ($000) $263 Shares 34,786 Est. Cost $16.81 Unrealized
MDU MDU Resources Group Inc 0.2%
Value ($000) $254 Shares 10,650 Est. Cost $8.04 Unrealized -1.9%
RAVI Flexshares Ready Access Variable Inc ETF 0.2%
Value ($000) $238 Shares 3,167 Est. Cost $75.44 Unrealized
COP Conocophillips Com 0.2%
Value ($000) $237 Shares 3,805 Est. Cost $42.83 Unrealized +24.7%
GIS General Mills 0.1%
Value ($000) $231 Shares 5,920 Est. Cost $37.91 Unrealized -13.0%
BRK/B Berkshire Hathaway Inc DE Class B New 0.1%
Value ($000) $223 Shares 1,090 Est. Cost $195.11 Unrealized +7.1%
NVDA Nvidia Corp Com 0.1%
Value ($000) $214 Shares 1,598 Est. Cost $5.35 Unrealized -11.3%
KLAC KLA-Tencor Corp Com 0.1%
Value ($000) $211 Shares 2,360 Est. Cost $97.54 Unrealized -13.7%
Allergan PLC 0.1%
Value ($000) $205 Shares 1,534 Est. Cost $173.33 Unrealized
EEM iShares MSCI Emerging Markets 0.1%
Value ($000) $201 Shares 5,135 Est. Cost $47.06 Unrealized
ADM Archer-Daniels-Midland 0.1%
Value ($000) $197 Shares 4,815 Est. Cost $32.93 Unrealized +14.6%
HAL Halliburton Co Com 0.1%
Value ($000) $192 Shares 7,242 Est. Cost $35.40 Unrealized -17.7%
VOO Vanguard S & P 500 ETF 0.1%
Value ($000) $178 Shares 774 Est. Cost $245.15 Unrealized
MET Metlife Inc Com 0.1%
Value ($000) $175 Shares 4,255 Est. Cost $39.89 Unrealized -15.6%
Torchmark Corp Com 0.1%
Value ($000) $168 Shares 2,250 Est. Cost $90.67 Unrealized
DVY iShares Select Dividend ETF 0.1%
Value ($000) $159 Shares 1,781 Est. Cost $98.35 Unrealized
AXP American Express Co Com 0.1%
Value ($000) $158 Shares 1,659 Est. Cost $86.07 Unrealized +10.4%
CCL Carnival Corp. 0.1%
Value ($000) $153 Shares 3,100 Est. Cost $60.31 Unrealized -10.3%
EFA iShares MSCI Eafe ETF 0.1%
Value ($000) $152 Shares 2,583 Est. Cost $70.26 Unrealized
GVI Ishares Barclays Intermediate Government/credit Bond Fund Int Gov Credit Etf 0.1%
Value ($000) $148 Shares 1,365 Est. Cost $108.42 Unrealized
Dowdupont Inc. 0.1%
Value ($000) $147 Shares 2,749 Est. Cost $66.54 Unrealized
VWO Vanguard MSCI Emerging Markets ETF 0.1%
Value ($000) $146 Shares 3,827 Est. Cost $45.93 Unrealized
AGG iShares Core US Aggregate Bond ETF 0.1%
Value ($000) $143 Shares 1,345 Est. Cost $109.22 Unrealized
MO Altria Group Inc 0.1%
Value ($000) $142 Shares 2,880 Est. Cost $36.12 Unrealized -8.3%
PNC PNC Finl Svcs Group Inc Com 0.1%
Value ($000) $137 Shares 1,171 Est. Cost $104.65 Unrealized -5.4%
DHR Danaher Corp Del Com 0.1%
Value ($000) $133 Shares 1,292 Est. Cost $78.48 Unrealized +12.0%
VO Vanguard Index Funds Vanguard Mid-cap Etf 0.1%
Value ($000) $133 Shares 960 Est. Cost $149.18 Unrealized
PGX Invesco Preferred Etf Invsc 0.1%
Value ($000) $132 Shares 9,827 Est. Cost $14.57 Unrealized
V Visa Inc Com Cl A 0.1%
Value ($000) $130 Shares 986 Est. Cost $113.87 Unrealized +15.4%
UNH Unitedhealth Group Inc Com 0.1%
Value ($000) $129 Shares 516 Est. Cost $226.50 Unrealized +3.8%
IEFA Ishares Tr Core Msci Eafe Etf 0.1%
Value ($000) $127 Shares 2,306 Est. Cost $65.50 Unrealized
VEU Vanguard All World EX US ETF 0.1%
Value ($000) $114 Shares 2,500 Est. Cost $54.80 Unrealized
VNQ Vanguard Real Estate ETF 0.1%
Value ($000) $111 Shares 1,496 Est. Cost $81.71 Unrealized
NWBI Northwest Bancshares Inc MD Com 0.1%
Value ($000) $106 Shares 6,296 Est. Cost $10.39 Unrealized +4.4%
BND Vanguard Total Bond Mkt ETF 0.1%
Value ($000) $106 Shares 1,339 Est. Cost $81.40 Unrealized
KMB Kimberly-Clark Corp 0.1%
Value ($000) $104 Shares 916 Est. Cost $87.33 Unrealized -1.1%
IWR Ishares Russell Mid-CAP ETF 0.1%
Value ($000) $98 Shares 2,100 Est. Cost $59.21 Unrealized
IWF iShares Russell 1000 Growth ETF 0.1%
Value ($000) $92 Shares 701 Est. Cost $150.59 Unrealized
BNDX Vanguard Total International Bond ETF 0.1%
Value ($000) $90 Shares 1,659 Est. Cost $54.62 Unrealized
DLTR Dollar Tree Inc 0.1%
Value ($000) $88 Shares 979 Est. Cost $84.46 Unrealized 0.0%
TRV Travelers Companies Inc Com 0.1%
Value ($000) $84 Shares 700 Est. Cost $110.50 Unrealized -3.0%
KHC Kraft Heinz Co Com 0.1%
Value ($000) $80 Shares 1,855 Est. Cost $49.08 Unrealized -25.4%
KEY KeyCorp New Com 0.0%
Value ($000) $75 Shares 5,080 Est. Cost $12.51 Unrealized 0.0%
HYG iShares iBoxx USD H/Y Corp Bond ETF 0.0%
Value ($000) $73 Shares 894 Est. Cost $86.75 Unrealized
BSV Vanguard Bd Index Funds Vanguard Short Term Bd Etf 0.0%
Value ($000) $71 Shares 909 Est. Cost $78.93 Unrealized
United Technologies Corp Com 0.0%
Value ($000) $71 Shares 668 Est. Cost $124.55 Unrealized
VB Vanguard Index Funds Vanguard Small-cap Etf 0.0%
Value ($000) $70 Shares 530 Est. Cost $144.06 Unrealized
TIP iShares Tips Bond ETF 0.0%
Value ($000) $69 Shares 627 Est. Cost $114.14 Unrealized
SPG Simon Ppty Group Inc 0.0%
Value ($000) $68 Shares 403 Est. Cost $118.74 Unrealized +1.8%
GPC Genuine Parts Co Com 0.0%
Value ($000) $67 Shares 700 Est. Cost $72.09 Unrealized +11.6%
MDT Medtronic PLC NPV 0.0%
Value ($000) $64 Shares 709 Est. Cost $76.93 Unrealized +0.3%
LQD iShares iBoxx USD Inv Gd Corp Bond ETF 0.0%
Value ($000) $63 Shares 555 Est. Cost $121.28 Unrealized
TSLA Tesla Motors Inc 0.0%
Value ($000) $63 Shares 189 Est. Cost $21.51 Unrealized 0.0%
AMAT Applied Materials 0.0%
Value ($000) $58 Shares 1,780 Est. Cost $39.82 Unrealized -20.4%
ETN Eaton Corporation PLC 0.0%
Value ($000) $56 Shares 814 Est. Cost $67.77 Unrealized -4.0%
OXY Occidental Petroleum Corp 0.0%
Value ($000) $53 Shares 861 Est. Cost $58.16 Unrealized +2.3%
VIG Vanguard Specialized Portfoldiv App ETF 0.0%
Value ($000) $53 Shares 541 Est. Cost $67.20 Unrealized
PSX Phillips 66 0.0%
Value ($000) $52 Shares 600 Est. Cost $69.29 Unrealized +5.7%
IWN iShares Russell 2000 Value ETF 0.0%
Value ($000) $51 Shares 476 Est. Cost $131.01 Unrealized
IUSG Ishares Core S&p US Growth Etf 0.0%
Value ($000) $51 Shares 963 Est. Cost $57.11 Unrealized
PLD Prologis Inc 0.0%
Value ($000) $50 Shares 850 Est. Cost $53.13 Unrealized 0.0%
IEMG Ishares Inc Core Msci Emerging Mkts Etf 0.0%
Value ($000) $50 Shares 1,069 Est. Cost $53.40 Unrealized
DE Deere & Co 0.0%
Value ($000) $49 Shares 329 Est. Cost $131.09 Unrealized +0.5%
IJH iShares Tr S&P Midcap 400 0.0%
Value ($000) $48 Shares 287 Est. Cost $196.03 Unrealized
AEP American Elec Pwr Inc Com 0.0%
Value ($000) $47 Shares 630 Est. Cost $55.23 Unrealized +5.7%
PRF Invesco FTSE RAFI US 1000 ETF 0.0%
Value ($000) $47 Shares 467 Est. Cost $106.16 Unrealized
Royal Dutch Shell PLC Spons ADR A 0.0%
Value ($000) $47 Shares 805 Est. Cost $59.46 Unrealized
MS Morgan Stanley Com New 0.0%
Value ($000) $46 Shares 1,160 Est. Cost $39.73 Unrealized -11.9%
LOW Lowes Companies 0.0%
Value ($000) $46 Shares 503 Est. Cost $84.62 Unrealized 0.0%
BB&T Corp Com 0.0%
Value ($000) $46 Shares 1,051 Est. Cost $45.05 Unrealized
STT State Str Corp Com 0.0%
Value ($000) $44 Shares 691 Est. Cost $74.42 Unrealized -23.7%
SAP Sap AG ADR 0.0%
Value ($000) $43 Shares 429 Est. Cost $101.14 Unrealized
BABA Alibaba Group Hldg Ltd Sponsored Ads 0.0%
Value ($000) $43 Shares 313 Est. Cost $137.38 Unrealized
IWO iShares Russell 2000 Growth ETF 0.0%
Value ($000) $43 Shares 253 Est. Cost $208.18 Unrealized
NFLX Netflix Inc Com 0.0%
Value ($000) $43 Shares 160 Est. Cost $29.93 Unrealized 0.0%
PSA Public Storage Reit CORP COMMON 0.0%
Value ($000) $42 Shares 208 Est. Cost $151.89 Unrealized 0.0%
FTV Fortive Corp 0.0%
Value ($000) $42 Shares 628 Est. Cost $44.30 Unrealized +2.9%
AVB Avalonbay Communities INC Reit CORP COMMON 0.0%
Value ($000) $41 Shares 238 Est. Cost $141.10 Unrealized 0.0%
PH Parker Hannifin Corp Com 0.0%
Value ($000) $41 Shares 273 Est. Cost $159.04 Unrealized -8.5%
AZN Astrazeneca PLC Sponsored ADR 0.0%
Value ($000) $41 Shares 1,080 Est. Cost $50.11 Unrealized
BHP BHP Group Limited 0.0%
Value ($000) $40 Shares 837 Est. Cost $47.79 Unrealized
EFAD Proshares MSCI EAFE Div Growers ETF 0.0%
Value ($000) $40 Shares 1,210 Est. Cost $38.02 Unrealized
ITOT Ishares Tr Core S&p Total U Stk Mkt Etf 0.0%
Value ($000) $40 Shares 709 Est. Cost $56.42 Unrealized
PUK Prudential PLC ADR 0.0%
Value ($000) $39 Shares 1,100 Est. Cost $35.45 Unrealized
VYM Vanguard High Dividend Yield ETF 0.0%
Value ($000) $39 Shares 500 Est. Cost $88.00 Unrealized
NEE Nextera Energy Inc Com 0.0%
Value ($000) $37 Shares 212 Est. Cost $31.63 Unrealized +15.9%
SUN Sunoco Lp Unt 0.0%
Value ($000) $37 Shares 1,350 Est. Cost $28.20 Unrealized
CAH Cardinal Health Inc Com 0.0%
Value ($000) $36 Shares 798 Est. Cost $42.24 Unrealized 0.0%
ORLY O'Reilly Automotive Inc Com 0.0%
Value ($000) $35 Shares 101 Est. Cost $22.76 Unrealized 0.0%
STZ Constellation Brands Inc Cl A 0.0%
Value ($000) $34 Shares 212 Est. Cost $176.90 Unrealized 0.0%
ATRO Astronics Corp 0.0%
Value ($000) $33 Shares 1,072 Est. Cost $31.49 Unrealized 0.0%
CMCSA Comcast Corp New Cl A 0.0%
Value ($000) $31 Shares 901 Est. Cost $30.92 Unrealized -1.6%
Anadarko Pete Corp Com 0.0%
Value ($000) $31 Shares 700 Est. Cost $53.06 Unrealized
USMV Ishares Edge Msci Min Vol Usa Etf 0.0%
Value ($000) $31 Shares 600 Est. Cost $53.33 Unrealized
M MACYS Inc Com 0.0%
Value ($000) $30 Shares 996 Est. Cost $21.94 Unrealized +50.1%
Unilever PLC 0.0%
Value ($000) $30 Shares 582 Est. Cost $51.55 Unrealized
BK Bank of New York Mellon Corpcom 0.0%
Value ($000) $29 Shares 619 Est. Cost $42.65 Unrealized -7.0%
SHM Spdr Ser Tr Nuveen Bloomberg Barclaysshort Term Mun Bd Etf 0.0%
Value ($000) $29 Shares 600 Est. Cost $48.33 Unrealized
Versum Materials INC CORP COMMON 0.0%
Value ($000) $29 Shares 1,040 Est. Cost $37.50 Unrealized
WY Weyerhaeuser Co 0.0%
Value ($000) $29 Shares 1,326 Est. Cost $20.75 Unrealized -3.1%
FE Firstenergy Corp Com 0.0%
Value ($000) $28 Shares 750 Est. Cost $23.31 Unrealized +21.6%
AIG American International Group 0.0%
Value ($000) $28 Shares 706 Est. Cost $36.17 Unrealized 0.0%
LLY Lilly Eli & Co Com 0.0%
Value ($000) $26 Shares 225 Est. Cost $75.28 Unrealized +34.7%
HDV iShares Core High Dividend 0.0%
Value ($000) $26 Shares 305 Est. Cost $89.32 Unrealized
ADBE Adobe Sys Inc Com 0.0%
Value ($000) $25 Shares 112 Est. Cost $186.28 Unrealized +29.6%
HEI Heico Corp COMMON 0.0%
Value ($000) $24 Shares 316 Est. Cost $83.38 Unrealized 0.0%
Discover Finl Svcs Com 0.0%
Value ($000) $24 Shares 400 Est. Cost $77.50 Unrealized
SMDV Proshares Russell 2000 Dividend Growers Etf Dvd Grwrs 0.0%
Value ($000) $24 Shares 455 Est. Cost $57.14 Unrealized
AMGN Amgen Inc Com 0.0%
Value ($000) $23 Shares 120 Est. Cost $138.80 Unrealized +13.0%
IWD iShares Russell 1000 Value ETF 0.0%
Value ($000) $23 Shares 203 Est. Cost $123.15 Unrealized
Activision Blizzard Inc Com 0.0%
Value ($000) $23 Shares 492 Est. Cost $63.62 Unrealized
FAST Fastenal CO CORP COMMON 0.0%
Value ($000) $23 Shares 446 Est. Cost $11.28 Unrealized 0.0%
Viacom Inc New Cl B 0.0%
Value ($000) $23 Shares 905 Est. Cost $30.77 Unrealized
SDY SPDR S&P Dividend 0.0%
Value ($000) $23 Shares 255 Est. Cost $92.86 Unrealized
IJR iShares Core S&P Small-CAP 0.0%
Value ($000) $23 Shares 330 Est. Cost $78.77 Unrealized
FTLS First Trust ETF Fd III 0.0%
Value ($000) $22 Shares 585 Est. Cost $39.32 Unrealized
IJK iShares S&P Mid-CAP 400 Growth ETF 0.0%
Value ($000) $22 Shares 115 Est. Cost $217.39 Unrealized
CBS Corp New Cl B 0.0%
Value ($000) $21 Shares 478 Est. Cost $58.14 Unrealized
SPGI S&P Global 0.0%
Value ($000) $21 Shares 122 Est. Cost $153.31 Unrealized +9.9%
ACN Accenture PLC 0.0%
Value ($000) $21 Shares 281 Est. Cost $142.86 Unrealized 0.0%
MAR Marriott International 0.0%
Value ($000) $20 Shares 184 Est. Cost $108.51 Unrealized 0.0%
Red Hat Inc Com 0.0%
Value ($000) $20 Shares 116 Est. Cost $125.54 Unrealized
AVGO Broadcom INC CORP COMMON 0.0%
Value ($000) $20 Shares 77 Est. Cost $19.38 Unrealized 0.0%
VWOB Vanguard Emerging Markets Government Bond ETF 0.0%
Value ($000) $20 Shares 265 Est. Cost $78.89 Unrealized
VXF Vanguard Index Funds Vanguard Extended Mkt Etf 0.0%
Value ($000) $20 Shares 206 Est. Cost $112.02 Unrealized
DBC Invesco DB Commodity Index 0.0%
Value ($000) $20 Shares 1,400 Est. Cost $17.86 Unrealized
FOXF Fox Factory Holding Corp COMMON 0.0%
Value ($000) $19 Shares 321 Est. Cost $62.27 Unrealized 0.0%
National Oilwell Varco Inc Com 0.0%
Value ($000) $18 Shares 710 Est. Cost $35.37 Unrealized
CMI Cummins Inc Com 0.0%
Value ($000) $18 Shares 137 Est. Cost $138.21 Unrealized -15.0%
HIG Hartford Finl Svcs Group Inccom 0.0%
Value ($000) $18 Shares 400 Est. Cost $46.60 Unrealized -17.7%
Eldorado Resorts INC CORP COMMON 0.0%
Value ($000) $18 Shares 500 Est. Cost $36.00 Unrealized
ENB Enbridge Inc Common 0.0%
Value ($000) $18 Shares 590 Est. Cost $23.31 Unrealized -13.1%
PYPL Paypal Hldgs Inc 0.0%
Value ($000) $17 Shares 209 Est. Cost $83.10 Unrealized 0.0%
ROST Ross Stores INC CORP COMMON 0.0%
Value ($000) $16 Shares 197 Est. Cost $84.34 Unrealized 0.0%
LMT Lockheed Martin Corp Com 0.0%
Value ($000) $15 Shares 58 Est. Cost $253.09 Unrealized -1.2%
NICE Nice Systems LTD 0.0%
Value ($000) $15 Shares 135 Est. Cost $111.11 Unrealized
IJJ iShares S&P Mid-CAP 400 Value ETF 0.0%
Value ($000) $15 Shares 110 Est. Cost $163.64 Unrealized
ABBNY ABB LTD 0.0%
Value ($000) $15 Shares 766 Est. Cost $20.71 Unrealized
Prospect Capital Corp 4.95 due 7/15/22 0.0%
Value ($000) $15 Shares 15,000 Est. Cost $1.00 Unrealized
EXC Exelon Corp Com 0.0%
Value ($000) $14 Shares 300 Est. Cost $21.66 Unrealized +15.1%
USB US Bancorp 0.0%
Value ($000) $14 Shares 300 Est. Cost $39.05 Unrealized -2.0%
GS Goldman Sachs Group Inc 0.0%
Value ($000) $14 Shares 83 Est. Cost $170.89 Unrealized 0.0%
VOT Vanguard Index Funds Mid-cap Growth Etf 0.0%
Value ($000) $14 Shares 120 Est. Cost $128.87 Unrealized
IJT Ishares Tr S&P Small-cap 600 Growth ETF 0.0%
Value ($000) $14 Shares 89 Est. Cost $168.54 Unrealized
LMAT Lemaitre Vascular INC CORP COMMON 0.0%
Value ($000) $13 Shares 551 Est. Cost $25.42 Unrealized 0.0%
F Ford Mtr Co Del Com Par $0.01 0.0%
Value ($000) $13 Shares 1,687 Est. Cost $7.71 Unrealized -19.5%
VUG Vanguard Index Funds Vanguard Growth Etf 0.0%
Value ($000) $13 Shares 101 Est. Cost $139.53 Unrealized
Cerner Corp Com 0.0%
Value ($000) $13 Shares 240 Est. Cost $66.67 Unrealized
ITW Illinois Tool Wks Inc Com 0.0%
Value ($000) $13 Shares 104 Est. Cost $126.68 Unrealized -12.8%
Royce Value Tr Inc 0.0%
Value ($000) $12 Shares 1,038 Est. Cost $16.38 Unrealized
EMR Emerson Electric Co. 0.0%
Value ($000) $12 Shares 207 Est. Cost $54.41 Unrealized +4.8%
VTV Vanguard Value Index Fund Etf 0.0%
Value ($000) $12 Shares 125 Est. Cost $109.09 Unrealized
BAX Baxter Intl Inc Com 0.0%
Value ($000) $11 Shares 172 Est. Cost $55.89 Unrealized +5.5%
SCHM Schwab US Mid Cap Etf Charles Mc 0.0%
Value ($000) $11 Shares 223 Est. Cost $53.81 Unrealized
TD Toronto Dominion Bank 0.0%
Value ($000) $11 Shares 215 Est. Cost $57.22 Unrealized -4.3%
VBR Vanguard Small Cap Value Etf 0.0%
Value ($000) $11 Shares 99 Est. Cost $132.08 Unrealized
NFG National Fuel Gas Co N J Com 0.0%
Value ($000) $11 Shares 213 Est. Cost $57.00 Unrealized -3.9%
FCX Freeport-McMoran Inc Com 0.0%
Value ($000) $11 Shares 1,100 Est. Cost $10.68 Unrealized 0.0%
TXN Texas Instruments Inc 0.0%
Value ($000) $11 Shares 248 Est. Cost $80.99 Unrealized -2.3%
WEC Wec Energy Group INC CORP COMMON 0.0%
Value ($000) $11 Shares 160 Est. Cost $51.77 Unrealized +8.2%
EFAV Ishares Tr Msci Eafe Minimum Volatilityetf 0.0%
Value ($000) $10 Shares 145 Est. Cost $68.97 Unrealized
Aurora Cannabis INC CORP COMMON 0.0%
Value ($000) $10 Shares 2,000 Est. Cost $5.00 Unrealized
Spdr Ser Tr Bloomberg Barclays High Yieldbd Etf 0.0%
Value ($000) $10 Shares 304 Est. Cost $32.89 Unrealized
AFL AFLAC Inc Com 0.0%
Value ($000) $9 Shares 200 Est. Cost $36.04 Unrealized +4.3%
CL Colgate Palmolive Co Com 0.0%
Value ($000) $9 Shares 80 Est. Cost $60.29 Unrealized -12.2%
Twitter Inc 0.0%
Value ($000) $9 Shares 328 Est. Cost $23.93 Unrealized
Glaxosmithkline PLC Sponsored ADR 0.0%
Value ($000) $9 Shares 248 Est. Cost $36.29 Unrealized
Mallinckrodt Pub LTD Co Shs 0.0%
Value ($000) $9 Shares 600 Est. Cost $23.29 Unrealized
YUM Yum Brands Inc Com 0.0%
Value ($000) $9 Shares 100 Est. Cost $68.23 Unrealized +14.9%
RCL Royal Caribbean Cruises Ltd 0.0%
Value ($000) $8 Shares 77 Est. Cost $114.36 Unrealized -9.6%
Textainer Group Holdings Ltd Holding CORP COMMON 0.0%
Value ($000) $8 Shares 575 Est. Cost $20.87 Unrealized
WM Waste Mgmt Inc Del Com 0.0%
Value ($000) $8 Shares 87 Est. Cost $70.72 Unrealized +12.7%
MFC Manulife Financial Corp COMMON 0.0%
Value ($000) $8 Shares 580 Est. Cost $15.85 Unrealized 0.0%
Briggs & Stratton Corp Com 0.0%
Value ($000) $8 Shares 600 Est. Cost $25.00 Unrealized
PRU Prudential Finl Inc Com 0.0%
Value ($000) $8 Shares 100 Est. Cost $76.21 Unrealized -15.1%
MDY SPDR S&P Midcap 400 ETF 0.0%
Value ($000) $8 Shares 26 Est. Cost $354.09 Unrealized
CFG Citizens Finl Group Inc Common 0.0%
Value ($000) $8 Shares 260 Est. Cost $28.01 Unrealized -8.2%
ADP Automatic Data Processing Incom 0.0%
Value ($000) $8 Shares 60 Est. Cost $96.16 Unrealized +26.0%
BAC Bank of America Corporation Com 0.0%
Value ($000) $8 Shares 329 Est. Cost $22.78 Unrealized +0.1%
TROW Price T Rowe Group Inc 0.0%
Value ($000) $8 Shares 92 Est. Cost $71.75 Unrealized +1.9%
PKG Packaging Corp of America 0.0%
Value ($000) $8 Shares 100 Est. Cost $90.90 Unrealized -17.8%
CCI Crown Castle International Corp Reit COMMON 0.0%
Value ($000) $7 Shares 68 Est. Cost $75.09 Unrealized +7.9%
VLO Valero Energy Corp New Com 0.0%
Value ($000) $7 Shares 98 Est. Cost $59.68 Unrealized +9.9%
TGT Target Corp Com 0.0%
Value ($000) $7 Shares 110 Est. Cost $60.47 Unrealized +4.7%
NOC Northrop Grumman Corp Com 0.0%
Value ($000) $7 Shares 124 Est. Cost $245.46 Unrealized 0.0%
CHRW C.h. Robinson Worldwide INC CH CORP COMMON 0.0%
Value ($000) $7 Shares 79 Est. Cost $67.35 Unrealized +11.9%
BHF Brighthouse Financial Inc 0.0%
Value ($000) $7 Shares 228 Est. Cost $59.17 Unrealized -34.1%
AWK American Wtr Wks Co Inc New Com 0.0%
Value ($000) $7 Shares 72 Est. Cost $75.72 Unrealized +5.5%
Walgreens Boots Alliance Inc 0.0%
Value ($000) $7 Shares 108 Est. Cost $74.07 Unrealized
IJS Ishares Tr S&p Small-cap 600 Value Etf 0.0%
Value ($000) $7 Shares 50 Est. Cost $160.00 Unrealized
A Agilent Technologies Inc Com 0.0%
Value ($000) $6 Shares 133 Est. Cost $63.50 Unrealized +0.6%
HBAN Huntington Bancshares Inc Com 0.0%
Value ($000) $6 Shares 500 Est. Cost $9.77 Unrealized +1.9%
IBB Ishares Nasdaq Biotechnology ETF 0.0%
Value ($000) $6 Shares 60 Est. Cost $100.00 Unrealized
USFD US Foods Holding Corp COMMON 0.0%
Value ($000) $6 Shares 205 Est. Cost $30.84 Unrealized 0.0%
Alps ETF Alerian MLP ETF 0.0%
Value ($000) $6 Shares 653 Est. Cost $10.78 Unrealized
AAON Aaon INC CORP COMMON 0.0%
Value ($000) $6 Shares 160 Est. Cost $23.05 Unrealized 0.0%
Canopy Growth Corp COMMON 0.0%
Value ($000) $5 Shares 200 Est. Cost $48.57 Unrealized
ET Energy Transfer Operating L.P. 0.0%
Value ($000) $5 Shares 384 Est. Cost $13.02 Unrealized
Nordstrom INC CORP COMMON 0.0%
Value ($000) $5 Shares 100 Est. Cost $50.00 Unrealized
Teekay Lng Partners L P Prtnrsp Units 0.0%
Value ($000) $5 Shares 500 Est. Cost $20.00 Unrealized
RACE Ferrari Nv CORP COMMON 0.0%
Value ($000) $5 Shares 50 Est. Cost $131.61 Unrealized -14.7%
KMI Kinder Morgan Inc 0.0%
Value ($000) $4 Shares 279 Est. Cost $11.40 Unrealized -1.8%
CB Chubb Ltd CORP COMMON 0.0%
Value ($000) $4 Shares 30 Est. Cost $129.55 Unrealized -11.6%
IHI Ishares Dow Jones US Medical Devices Etf 0.0%
Value ($000) $4 Shares 18 Est. Cost $222.22 Unrealized
EPD Enterprise Prods Partners L Com 0.0%
Value ($000) $4 Shares 150 Est. Cost $25.71 Unrealized
TMO Thermo Fisher Scientific Inccom 0.0%
Value ($000) $4 Shares 45 Est. Cost $187.44 Unrealized +22.8%
DKS Dicks Sporting Goods Inc Com 0.0%
Value ($000) $4 Shares 120 Est. Cost $21.56 Unrealized +29.1%
PANW Palo Alto Networks Inc Common 0.0%
Value ($000) $4 Shares 21 Est. Cost $26.11 Unrealized +19.4%
BXP Boston Properties INC Reit CORP COMMON 0.0%
Value ($000) $4 Shares 38 Est. Cost $86.59 Unrealized 0.0%
MGK Vanguard World Fund Mega Cap Growth Etf 0.0%
Value ($000) $4 Shares 35 Est. Cost $114.29 Unrealized
PCG PG&E Corp Common 0.0%
Value ($000) $4 Shares 161 Est. Cost $41.94 Unrealized -15.7%
KMX Carmax Inc Com 0.0%
Value ($000) $4 Shares 64 Est. Cost $66.00 Unrealized 0.0%
Total S.A. ADR 0.0%
Value ($000) $4 Shares 84 Est. Cost $53.13 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
CTSH Cognizant Technology Solutiocl A 0.0%
Value ($000) $3 Shares 55 Est. Cost $65.14 Unrealized -3.9%
RSPS Invesco S&P 500 Eql Wght Con Staples Etf Invsc Sp Cnsmr Stpl 0.0%
Value ($000) $3 Shares 28 Est. Cost $107.14 Unrealized
INTU Intuit Com 0.0%
Value ($000) $3 Shares 14 Est. Cost $182.24 Unrealized +8.9%
NTLA Intellia Therapeutics 0.0%
Value ($000) $3 Shares 200 Est. Cost $23.09 Unrealized -19.5%
EBAY Ebay Inc Com 0.0%
Value ($000) $3 Shares 100 Est. Cost $33.03 Unrealized -20.8%
Advanced Disposal Services INC CORP COMMON 0.0%
Value ($000) $3 Shares 142 Est. Cost $21.13 Unrealized
MPC Marathon Petroleum Corp 0.0%
Value ($000) $3 Shares 32 Est. Cost $54.25 Unrealized 0.0%
DGRO Ishares Core Dividend Growth Etf 0.0%
Value ($000) $2 Shares 60 Est. Cost $33.33 Unrealized
Linde Plc CORP COMMON 0.0%
Value ($000) $2 Shares 10 Est. Cost $200.00 Unrealized
WPM Wheaton Precious Metals Corp Com 0.0%
Value ($000) $2 Shares 100 Est. Cost $18.78 Unrealized -16.7%
FNB FNB Corp PA Com 0.0%
Value ($000) $2 Shares 250 Est. Cost $8.71 Unrealized 0.0%
NTRS Northern Tr Corp Common 0.0%
Value ($000) $2 Shares 30 Est. Cost $75.28 Unrealized +0.0%
Corelogic Inc 0.0%
Value ($000) $2 Shares 50 Est. Cost $60.00 Unrealized
GILD Gilead Sciences Inc 0.0%
Value ($000) $2 Shares 32 Est. Cost $52.72 Unrealized +0.5%
VOE Vanguard Mid-cap Value ETF 0.0%
Value ($000) $2 Shares 25 Est. Cost $120.00 Unrealized
TAYD Taylor Devices Inc Com 0.0%
Value ($000) $2 Shares 205 Est. Cost $11.94 Unrealized 0.0%
SKYY First Trust Cloud Computing ETF 0.0%
Value ($000) $2 Shares 44 Est. Cost $45.45 Unrealized
EVRG Evergy INC CORP COMMON 0.0%
Value ($000) $1 Shares 15 Est. Cost $43.96 Unrealized 0.0%
CNX CNX Res Corp 0.0%
Value ($000) $1 Shares 100 Est. Cost $13.81 Unrealized -0.2%
DBJP Xtrackers Msci Japan Hedged Equity Etf Jap Hdgd Eqy 0.0%
Value ($000) $1 Shares 40 Est. Cost $25.00 Unrealized
AA Alcoa Corp COMMON 0.0%
Value ($000) $1 Shares 33 Est. Cost $43.68 Unrealized -26.5%
NOK Nokia Oyj ADR Repsg 1 Ser A CORP COMMON 0.0%
Value ($000) $1 Shares 105 Est. Cost $9.52 Unrealized
SYY Sysco Corp Com 0.0%
Value ($000) $1 Shares 25 Est. Cost $55.73 Unrealized 0.0%
Nielsen Holdings Plc CORP COMMON 0.0%
Value ($000) $1 Shares 29 Est. Cost $34.48 Unrealized
LYB Lyondellbasell Industries 0.0%
Value ($000) $1 Shares 7 Est. Cost $57.98 Unrealized 0.0%
Lazard LTD Shs A 0.0%
Value ($000) $1 Shares 18 Est. Cost $55.56 Unrealized
BIP Brookfield Infrastructure Partners Lp Infrastructur Partner Unt 0.0%
Value ($000) $0 Shares 2 Est. Cost Unrealized
HII Huntington Ingalls Inds Inc 0.0%
Value ($000) $0 Shares 6 Est. Cost $186.29 Unrealized 0.0%
VYX Ncr Corp COMMON 0.0%
Value ($000) $0 Shares 22 Est. Cost $21.07 Unrealized -25.5%
UAMY United States Antimony Corp Com 0.0%
Value ($000) $0 Shares 34 Est. Cost $0.68 Unrealized 0.0%