NATIONS FINANCIAL GROUP INC, /IA/ /ADV Diversified Active

CIK: 0001109767 · Show all filings

Period: Q2 2021 (← Previous) (Next →)

Filing Date: Aug 16, 2021

Total Value ($000): $597,042 (100.0% shares, 0.0% debt)

Holdings (399)

AAPL APPLE INC COM 4.0%
Value ($000) $23,592 Shares 172,257 Est. Cost $99.01 Unrealized +27.7%
IJH ISHARES S&P MIDCAP FUND 3.5%
Value ($000) $21,111 Shares 78,559 Est. Cost $185.08 Unrealized
IWV ISHARES RUSSELL 3000 ETF 2.6%
Value ($000) $15,784 Shares 61,676 Est. Cost $253.23 Unrealized
MSFT MICROSOFT CORP COM 2.6%
Value ($000) $15,554 Shares 57,415 Est. Cost $183.01 Unrealized +33.7%
IJR ISHARES S&P SMALL-CAP FUND 2.4%
Value ($000) $14,582 Shares 129,062 Est. Cost $77.58 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.4%
Value ($000) $14,452 Shares 52,000 Est. Cost $225.99 Unrealized +23.6%
QQQ INVESCO QQQ TRUST 2.2%
Value ($000) $12,886 Shares 36,356 Est. Cost $202.27 Unrealized
AMZN AMAZON COM INC COM 2.0%
Value ($000) $11,841 Shares 3,442 Est. Cost $122.27 Unrealized +35.9%
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.6%
Value ($000) $9,612 Shares 176,987 Est. Cost $40.96 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.6%
Value ($000) $9,530 Shares 64,539 Est. Cost $69.30 Unrealized
VO VANGUARD MID-CAP INDEX FUND 1.6%
Value ($000) $9,293 Shares 39,152 Est. Cost $169.51 Unrealized
NVDA NVIDIA CORPORATION COM 1.5%
Value ($000) $9,142 Shares 11,425 Est. Cost $10.18 Unrealized +57.1%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.3%
Value ($000) $7,986 Shares 76,219 Est. Cost $93.30 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1.2%
Value ($000) $7,304 Shares 99,224 Est. Cost $58.30 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 1.2%
Value ($000) $7,110 Shares 67,494 Est. Cost $105.77 Unrealized
PYPL PAYPAL HLDGS INC COM 1.2%
Value ($000) $7,072 Shares 24,262 Est. Cost $223.26 Unrealized +18.0%
SPY SPDR S&P 500 ETF 1.1%
Value ($000) $6,517 Shares 15,224 Est. Cost $245.93 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.9%
Value ($000) $5,106 Shares 99,110 Est. Cost $42.34 Unrealized
IVW ISHARES S&P 500 GROWTH ETF 0.8%
Value ($000) $4,767 Shares 65,539 Est. Cost $73.74 Unrealized
ACTIVISION BLIZZARD INC COM 0.8%
Value ($000) $4,748 Shares 49,752 Est. Cost $84.88 Unrealized
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.8%
Value ($000) $4,645 Shares 141,263 Est. Cost $31.43 Unrealized
SHW SHERWIN WILLIAMS CO COM 0.8%
Value ($000) $4,613 Shares 16,932 Est. Cost $250.38 Unrealized +5.0%
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.7%
Value ($000) $4,380 Shares 39,472 Est. Cost $108.98 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.7%
Value ($000) $4,124 Shares 27,356 Est. Cost $114.33 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.7%
Value ($000) $4,062 Shares 60,640 Est. Cost $50.24 Unrealized
GLD SPDR GOLD SHARES 0.7%
Value ($000) $3,925 Shares 23,695 Est. Cost $167.74 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.7%
Value ($000) $3,911 Shares 13,637 Est. Cost $180.45 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.6%
Value ($000) $3,780 Shares 1,548 Est. Cost $99.22 Unrealized +16.8%
V VISA INC COM CL A 0.6%
Value ($000) $3,553 Shares 15,197 Est. Cost $177.63 Unrealized +24.4%
IVE ISHARES S&P 500 VALUE ETF 0.6%
Value ($000) $3,453 Shares 23,386 Est. Cost $130.86 Unrealized
TSLA TESLA INC COM 0.5%
Value ($000) $3,205 Shares 4,716 Est. Cost $196.54 Unrealized +10.5%
META FACEBOOK INC CL A 0.5%
Value ($000) $3,158 Shares 9,083 Est. Cost $285.63 Unrealized +11.5%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.5%
Value ($000) $3,010 Shares 30,480 Est. Cost $69.17 Unrealized
EOG EOG RES INC COM 0.5%
Value ($000) $2,985 Shares 35,779 Est. Cost $62.84 Unrealized 0.0%
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.5%
Value ($000) $2,937 Shares 65,826 Est. Cost $44.62 Unrealized
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $2,930 Shares 7 Est. Cost $281069.16 Unrealized +49.5%
STZ CONSTELLATION BRANDS INC CL A 0.5%
Value ($000) $2,864 Shares 12,243 Est. Cost $217.42 Unrealized 0.0%
XOM EXXON MOBIL CORP COM 0.5%
Value ($000) $2,856 Shares 45,282 Est. Cost $42.88 Unrealized +16.7%
MPC MARATHON PETE CORP COM 0.5%
Value ($000) $2,809 Shares 46,492 Est. Cost $52.29 Unrealized 0.0%
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.5%
Value ($000) $2,781 Shares 24,731 Est. Cost $111.70 Unrealized
CVS CVS HEALTH CORP COM 0.5%
Value ($000) $2,738 Shares 32,819 Est. Cost $68.62 Unrealized +2.7%
SPG SIMON PPTY GROUP INC NEW COM 0.5%
Value ($000) $2,698 Shares 20,677 Est. Cost $96.29 Unrealized 0.0%
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.5%
Value ($000) $2,692 Shares 17,392 Est. Cost $132.90 Unrealized
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.4%
Value ($000) $2,667 Shares 6,891 Est. Cost $276.94 Unrealized +20.3%
SYK STRYKER CORPORATION COM 0.4%
Value ($000) $2,636 Shares 10,147 Est. Cost $182.62 Unrealized +33.4%
GM GENERAL MTRS CO COM 0.4%
Value ($000) $2,623 Shares 44,331 Est. Cost $56.71 Unrealized 0.0%
HD HOME DEPOT INC COM 0.4%
Value ($000) $2,577 Shares 8,079 Est. Cost $204.38 Unrealized +38.9%
IVV ISHARES CORE S&P 500 ETF 0.4%
Value ($000) $2,556 Shares 5,945 Est. Cost $318.55 Unrealized
BHP BHP GROUP LTD SPONSORED ADS 0.4%
Value ($000) $2,519 Shares 34,590 Est. Cost $72.82 Unrealized
TMUS T-MOBILE US INC COM 0.4%
Value ($000) $2,519 Shares 17,393 Est. Cost $133.21 Unrealized 0.0%
EPD ENTERPRISE PRODS PARTNERS L P COM 0.4%
Value ($000) $2,483 Shares 102,889 Est. Cost $22.16 Unrealized
DE DEERE & CO COM 0.4%
Value ($000) $2,440 Shares 6,917 Est. Cost $192.95 Unrealized +77.7%
TOTALENERGIES SE SPONSORED ADS 0.4%
Value ($000) $2,416 Shares 53,390 Est. Cost $45.25 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.4%
Value ($000) $2,403 Shares 27,927 Est. Cost $59.14 Unrealized
EXPE EXPEDIA GROUP INC COM NEW 0.4%
Value ($000) $2,402 Shares 14,675 Est. Cost $170.17 Unrealized 0.0%
WST WEST PHARMACEUTICAL SVSC INC COM 0.4%
Value ($000) $2,386 Shares 6,643 Est. Cost $181.86 Unrealized +79.6%
VLY VALLEY NATL BANCORP COM 0.4%
Value ($000) $2,354 Shares 175,296 Est. Cost $13.96 Unrealized 0.0%
NEE NEXTERA ENERGY INC COM 0.4%
Value ($000) $2,347 Shares 32,022 Est. Cost $60.63 Unrealized +9.7%
VALE VALE S A SPONSORED ADS 0.4%
Value ($000) $2,278 Shares 99,889 Est. Cost $22.81 Unrealized
TD TORONTO DOMINION BK ONT COM NEW 0.4%
Value ($000) $2,267 Shares 32,359 Est. Cost $69.96 Unrealized 0.0%
IEFA ISHARES CORE MSCI EAFE ETF 0.4%
Value ($000) $2,254 Shares 30,110 Est. Cost $63.53 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.4%
Value ($000) $2,253 Shares 27,417 Est. Cost $80.34 Unrealized
RILY B. RILEY FINANCIAL INC COM 0.4%
Value ($000) $2,250 Shares 29,801 Est. Cost $69.99 Unrealized 0.0%
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $2,245 Shares 12,571 Est. Cost $122.86 Unrealized
MOBILE TELESYSTEMS PJSC SPONSORED ADR 0.4%
Value ($000) $2,213 Shares 238,935 Est. Cost $9.26 Unrealized
CRM SALESFORCE COM INC COM 0.4%
Value ($000) $2,209 Shares 9,043 Est. Cost $163.58 Unrealized +39.2%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $2,205 Shares 12,543 Est. Cost $122.53 Unrealized +43.4%
SBUX STARBUCKS CORP COM 0.4%
Value ($000) $2,171 Shares 19,420 Est. Cost $91.87 Unrealized +10.7%
SPYM SPDR PORTFOLIO S&P 500 ETF 0.4%
Value ($000) $2,127 Shares 42,268 Est. Cost $35.49 Unrealized
EVR EVERCORE INC CLASS A 0.3%
Value ($000) $2,065 Shares 14,669 Est. Cost $127.97 Unrealized 0.0%
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $2,004 Shares 7,468 Est. Cost $126.74 Unrealized +71.3%
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $1,999 Shares 26,435 Est. Cost $66.54 Unrealized
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.3%
Value ($000) $1,975 Shares 14,893 Est. Cost $135.17 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $1,899 Shares 8,522 Est. Cost $164.72 Unrealized
GNRC GENERAC HLDGS INC COM 0.3%
Value ($000) $1,847 Shares 4,449 Est. Cost $300.04 Unrealized +11.8%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $1,844 Shares 9,285 Est. Cost $127.28 Unrealized +38.5%
MCHP MICROCHIP TECHNOLOGY INC. COM 0.3%
Value ($000) $1,807 Shares 12,066 Est. Cost $48.63 Unrealized +42.2%
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,783 Shares 14,154 Est. Cost $87.51 Unrealized
QCOM QUALCOMM INC COM 0.3%
Value ($000) $1,743 Shares 12,191 Est. Cost $94.10 Unrealized +29.8%
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $1,735 Shares 30,970 Est. Cost $36.29 Unrealized +19.6%
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $1,723 Shares 5,845 Est. Cost $178.74 Unrealized +50.0%
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,720 Shares 14,833 Est. Cost $76.37 Unrealized +40.5%
VTV VANGUARD VALUE INDEX FUND 0.3%
Value ($000) $1,712 Shares 12,454 Est. Cost $106.02 Unrealized
WMT WALMART INC COM 0.3%
Value ($000) $1,710 Shares 12,129 Est. Cost $27.80 Unrealized +57.6%
ARKW ARK NEXT GENERATION INTERNET ETF 0.3%
Value ($000) $1,709 Shares 11,090 Est. Cost $127.15 Unrealized
CTAS CINTAS CORP COM 0.3%
Value ($000) $1,677 Shares 4,390 Est. Cost $62.88 Unrealized +35.1%
VB VANGUARD SMALL-CAP INDEX FUND 0.3%
Value ($000) $1,671 Shares 7,416 Est. Cost $167.34 Unrealized
HDV ISHARES CORE HIGH DIVIDEND ETF 0.3%
Value ($000) $1,668 Shares 17,281 Est. Cost $96.52 Unrealized
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $1,649 Shares 8,331 Est. Cost $117.56 Unrealized +28.8%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,640 Shares 9,954 Est. Cost $98.02 Unrealized +47.8%
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value ($000) $1,640 Shares 6,069 Est. Cost $183.99 Unrealized +20.3%
YETI YETI HLDGS INC COM 0.3%
Value ($000) $1,614 Shares 17,575 Est. Cost $66.97 Unrealized +29.6%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.3%
Value ($000) $1,598 Shares 21,154 Est. Cost $63.55 Unrealized
LOW LOWES COS INC COM 0.3%
Value ($000) $1,555 Shares 8,018 Est. Cost $101.30 Unrealized +77.2%
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,539 Shares 41,942 Est. Cost $31.24 Unrealized
NDAQ NASDAQ INC COM 0.3%
Value ($000) $1,538 Shares 8,746 Est. Cost $40.59 Unrealized +27.2%
SCHX SCHWAB U.S. LARGE-CAP ETF 0.3%
Value ($000) $1,531 Shares 14,728 Est. Cost $60.94 Unrealized
OKE ONEOK INC NEW COM 0.3%
Value ($000) $1,494 Shares 26,850 Est. Cost $32.22 Unrealized +28.2%
BBY BEST BUY INC COM 0.2%
Value ($000) $1,492 Shares 12,971 Est. Cost $56.84 Unrealized +67.1%
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $1,488 Shares 3,716 Est. Cost $228.65 Unrealized +61.4%
MGC VANGUARD MEGA CAP ETF 0.2%
Value ($000) $1,477 Shares 9,698 Est. Cost $152.30 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.2%
Value ($000) $1,474 Shares 5,807 Est. Cost $65.93 Unrealized +90.0%
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $1,460 Shares 12,698 Est. Cost $86.59 Unrealized
QRVO QORVO INC COM 0.2%
Value ($000) $1,446 Shares 7,393 Est. Cost $131.19 Unrealized +40.6%
KLAC KLA CORP COM NEW 0.2%
Value ($000) $1,432 Shares 4,418 Est. Cost $177.42 Unrealized +71.9%
AMP AMERIPRISE FINL INC COM 0.2%
Value ($000) $1,416 Shares 5,691 Est. Cost $169.04 Unrealized +39.2%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $1,415 Shares 11,777 Est. Cost $66.15 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.2%
Value ($000) $1,388 Shares 9,882 Est. Cost $130.39 Unrealized
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.2%
Value ($000) $1,381 Shares 55,448 Est. Cost $20.93 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,377 Shares 5,073 Est. Cost $198.14 Unrealized
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $1,365 Shares 3,754 Est. Cost $315.96 Unrealized +5.6%
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.2%
Value ($000) $1,346 Shares 7,751 Est. Cost $115.58 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.2%
Value ($000) $1,331 Shares 16,799 Est. Cost $66.96 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1,325 Shares 9,818 Est. Cost $87.81 Unrealized +37.5%
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.2%
Value ($000) $1,318 Shares 14,129 Est. Cost $61.51 Unrealized
GTO INVESCO TOTAL RETURN BOND ETF 0.2%
Value ($000) $1,314 Shares 23,029 Est. Cost $54.14 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $1,306 Shares 33,343 Est. Cost $22.73 Unrealized +36.3%
NFLX NETFLIX INC COM 0.2%
Value ($000) $1,303 Shares 2,466 Est. Cost $36.44 Unrealized +40.3%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.2%
Value ($000) $1,294 Shares 69,296 Est. Cost $15.99 Unrealized
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $1,292 Shares 27,104 Est. Cost $27.78 Unrealized +22.3%
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.2%
Value ($000) $1,288 Shares 21,955 Est. Cost $82.58 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $1,284 Shares 15,528 Est. Cost $80.99 Unrealized
VEEV VEEVA SYS INC CL A COM 0.2%
Value ($000) $1,281 Shares 4,121 Est. Cost $164.83 Unrealized +69.1%
INTC INTEL CORP COM 0.2%
Value ($000) $1,281 Shares 22,810 Est. Cost $32.42 Unrealized +65.3%
HWKN HAWKINS INC COM 0.2%
Value ($000) $1,259 Shares 38,454 Est. Cost $30.86 Unrealized +7.3%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.2%
Value ($000) $1,258 Shares 12,336 Est. Cost $101.39 Unrealized
NKE NIKE INC CL B 0.2%
Value ($000) $1,256 Shares 8,130 Est. Cost $88.72 Unrealized +41.6%
NUE NUCOR CORP COM 0.2%
Value ($000) $1,234 Shares 12,864 Est. Cost $87.00 Unrealized 0.0%
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $1,233 Shares 2,105 Est. Cost $304.88 Unrealized +69.1%
CMI CUMMINS INC COM 0.2%
Value ($000) $1,233 Shares 5,058 Est. Cost $144.54 Unrealized +57.9%
CSX CSX CORP COM 0.2%
Value ($000) $1,220 Shares 38,027 Est. Cost $26.20 Unrealized +18.2%
LNT ALLIANT ENERGY CORP COM 0.2%
Value ($000) $1,215 Shares 21,781 Est. Cost $28.23 Unrealized +72.9%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $1,215 Shares 9,495 Est. Cost $116.94 Unrealized
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.2%
Value ($000) $1,187 Shares 13,481 Est. Cost $86.02 Unrealized
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.2%
Value ($000) $1,183 Shares 9,823 Est. Cost $64.83 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $1,179 Shares 17,985 Est. Cost $65.96 Unrealized
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $1,176 Shares 7,414 Est. Cost $113.67 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $1,173 Shares 3,213 Est. Cost $320.87 Unrealized +12.9%
FLOT ISHARES FLOATING RATE BOND ETF 0.2%
Value ($000) $1,168 Shares 22,989 Est. Cost $50.73 Unrealized
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.2%
Value ($000) $1,161 Shares 24,357 Est. Cost $40.99 Unrealized
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.2%
Value ($000) $1,161 Shares 10,960 Est. Cost $95.76 Unrealized
PII POLARIS INC COM 0.2%
Value ($000) $1,161 Shares 8,476 Est. Cost $135.56 Unrealized 0.0%
T AT&T INC COM 0.2%
Value ($000) $1,136 Shares 39,466 Est. Cost $14.41 Unrealized +17.9%
TMO THERMO FISHER SCIENTIFIC INC COM 0.2%
Value ($000) $1,134 Shares 2,248 Est. Cost $316.64 Unrealized +47.2%
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $1,125 Shares 7,235 Est. Cost $106.72 Unrealized +30.9%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $1,118 Shares 5,172 Est. Cost $179.40 Unrealized +9.0%
JNK SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF 0.2%
Value ($000) $1,117 Shares 10,157 Est. Cost $59.40 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $1,109 Shares 3,408 Est. Cost $263.73 Unrealized
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,105 Shares 9,813 Est. Cost $61.29 Unrealized +54.6%
BA BOEING CO COM 0.2%
Value ($000) $1,097 Shares 4,579 Est. Cost $236.72 Unrealized +2.1%
CFA VICTORYSHARES U.S. 500 VOLATILITY WTD INDEX FUND 0.2%
Value ($000) $1,084 Shares 15,214 Est. Cost $56.37 Unrealized
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,082 Shares 2,637 Est. Cost $337.15 Unrealized +9.7%
FLDR FIDELITY LOW DURATION BOND FACTOR ETF 0.2%
Value ($000) $1,079 Shares 21,243 Est. Cost $50.87 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.2%
Value ($000) $1,071 Shares 2,278 Est. Cost $353.61 Unrealized +21.6%
ENSG ENSIGN GROUP INC COM 0.2%
Value ($000) $1,027 Shares 11,852 Est. Cost $67.07 Unrealized +27.5%
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $1,026 Shares 10,077 Est. Cost $87.68 Unrealized
OZK BANK OZK COM 0.2%
Value ($000) $1,025 Shares 24,315 Est. Cost $33.14 Unrealized +6.5%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,020 Shares 9,960 Est. Cost $94.22 Unrealized
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $1,009 Shares 402 Est. Cost $76.39 Unrealized +54.9%
ETSY ETSY INC COM 0.2%
Value ($000) $1,008 Shares 4,895 Est. Cost $127.13 Unrealized +45.6%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $1,005 Shares 2,538 Est. Cost $257.30 Unrealized +39.5%
GDX VANECK VECTORS GOLD MINERS ETF 0.2%
Value ($000) $985 Shares 28,982 Est. Cost $27.69 Unrealized
FDX FEDEX CORP COM 0.2%
Value ($000) $977 Shares 3,273 Est. Cost $252.65 Unrealized +7.0%
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $961 Shares 2,442 Est. Cost $274.86 Unrealized
PEP PEPSICO INC COM 0.2%
Value ($000) $957 Shares 6,457 Est. Cost $87.84 Unrealized +43.6%
CAT CATERPILLAR INC COM 0.2%
Value ($000) $942 Shares 4,328 Est. Cost $86.17 Unrealized +145.9%
TFI SPDR NUVEEN BLOOMBERG BARCLAYS MUNICIPAL BOND ETF 0.2%
Value ($000) $936 Shares 17,968 Est. Cost $49.16 Unrealized
POOL POOL CORP COM 0.2%
Value ($000) $926 Shares 2,019 Est. Cost $332.10 Unrealized +19.9%
ZTS ZOETIS INC CL A 0.2%
Value ($000) $916 Shares 4,913 Est. Cost $116.20 Unrealized +43.3%
PFSI PENNYMAC FINL SVCS INC NEW COM 0.2%
Value ($000) $907 Shares 14,690 Est. Cost $40.29 Unrealized +42.1%
IBUY AMPLIFY ONLINE RETAIL ETF 0.2%
Value ($000) $897 Shares 6,913 Est. Cost $116.29 Unrealized
AMAT APPLIED MATLS INC COM 0.1%
Value ($000) $894 Shares 6,279 Est. Cost $75.99 Unrealized +69.5%
AMGN AMGEN INC COM 0.1%
Value ($000) $876 Shares 3,594 Est. Cost $150.99 Unrealized +40.7%
BLACKROCK ENHANCED GLOBAL DIVI COM 0.1%
Value ($000) $872 Shares 69,501 Est. Cost $11.74 Unrealized
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $869 Shares 5,307 Est. Cost $164.92 Unrealized
VHT VANGUARD HEALTH CARE INDEX FUND 0.1%
Value ($000) $862 Shares 3,487 Est. Cost $173.99 Unrealized
CWB SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF 0.1%
Value ($000) $836 Shares 9,635 Est. Cost $57.81 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.1%
Value ($000) $832 Shares 10,274 Est. Cost $99.59 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $829 Shares 11,851 Est. Cost $58.26 Unrealized
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $824 Shares 7,027 Est. Cost $116.90 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $820 Shares 5,703 Est. Cost $143.78 Unrealized
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.1%
Value ($000) $811 Shares 9,157 Est. Cost $61.04 Unrealized
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $809 Shares 7,151 Est. Cost $99.83 Unrealized
EPAM EPAM SYS INC COM 0.1%
Value ($000) $809 Shares 1,584 Est. Cost $220.57 Unrealized +112.5%
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $808 Shares 5,509 Est. Cost $94.86 Unrealized +19.6%
MRK MERCK & CO INC COM 0.1%
Value ($000) $807 Shares 10,375 Est. Cost $48.87 Unrealized +31.3%
XLE ENERGY SELECT SECTOR SPDR FUND 0.1%
Value ($000) $807 Shares 14,986 Est. Cost $41.84 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $803 Shares 3,499 Est. Cost $178.65 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $796 Shares 10,739 Est. Cost $59.08 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $792 Shares 4,117 Est. Cost $99.69 Unrealized +64.7%
RIVERNORTH OPPORTUNITIES FD IN COM 0.1%
Value ($000) $790 Shares 43,022 Est. Cost $16.41 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $789 Shares 13,534 Est. Cost $48.03 Unrealized -0.1%
NUVEEN CR OPPORTUNITIES 2022 T COM 0.1%
Value ($000) $788 Shares 94,871 Est. Cost $9.09 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $779 Shares 9,038 Est. Cost $85.71 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $772 Shares 51,924 Est. Cost $7.63 Unrealized +32.2%
TEKLA HEALTHCARE INVS SH BEN INT 0.1%
Value ($000) $763 Shares 29,650 Est. Cost $24.61 Unrealized
ITM VANECK VECTORS INTERMEDIATE MUNI ETF 0.1%
Value ($000) $755 Shares 14,561 Est. Cost $33.10 Unrealized
DRAFTKINGS INC COM CL A 0.1%
Value ($000) $751 Shares 14,400 Est. Cost $48.23 Unrealized
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.1%
Value ($000) $746 Shares 10,775 Est. Cost $69.48 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $736 Shares 5,624 Est. Cost $125.75 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $731 Shares 1,532 Est. Cost $30.07 Unrealized +39.8%
BUNGE LIMITED COM 0.1%
Value ($000) $727 Shares 9,300 Est. Cost $79.28 Unrealized
ENPH ENPHASE ENERGY INC COM 0.1%
Value ($000) $716 Shares 3,899 Est. Cost $55.82 Unrealized +162.8%
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $700 Shares 7,059 Est. Cost $56.44 Unrealized +35.4%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $695 Shares 5,653 Est. Cost $87.09 Unrealized +29.5%
STOT SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $695 Shares 13,959 Est. Cost $49.69 Unrealized
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.1%
Value ($000) $691 Shares 6,554 Est. Cost $97.22 Unrealized
ROST ROSS STORES INC COM 0.1%
Value ($000) $690 Shares 5,566 Est. Cost $98.07 Unrealized +20.7%
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $685 Shares 11,321 Est. Cost $69.41 Unrealized
BFEB INNOVATOR S&P 500 BUFFER ETF - FEBRUARY 0.1%
Value ($000) $684 Shares 22,327 Est. Cost $29.06 Unrealized
D DOMINION ENERGY INC COM 0.1%
Value ($000) $683 Shares 9,277 Est. Cost $59.14 Unrealized +6.0%
TGT TARGET CORP COM 0.1%
Value ($000) $669 Shares 2,768 Est. Cost $152.21 Unrealized +25.8%
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $665 Shares 19,735 Est. Cost $33.70 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $655 Shares 4,673 Est. Cost $99.38 Unrealized +29.4%
CUBI CUSTOMERS BANCORP INC COM 0.1%
Value ($000) $652 Shares 16,716 Est. Cost $26.31 Unrealized +36.8%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.1%
Value ($000) $651 Shares 38,275 Est. Cost $16.65 Unrealized
SRVR PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF 0.1%
Value ($000) $644 Shares 15,975 Est. Cost $36.09 Unrealized
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.1%
Value ($000) $643 Shares 2,625 Est. Cost $194.59 Unrealized
XNTK SPDR NYSE TECHNOLOGY ETF 0.1%
Value ($000) $641 Shares 4,030 Est. Cost $144.74 Unrealized
MOS MOSAIC CO NEW COM 0.1%
Value ($000) $638 Shares 19,992 Est. Cost $27.22 Unrealized +12.5%
CSCO CISCO SYS INC COM 0.1%
Value ($000) $630 Shares 11,896 Est. Cost $39.54 Unrealized +15.9%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $626 Shares 11,422 Est. Cost $54.88 Unrealized
NUVEEN REAL ASSET INCOME & GRO COM 0.1%
Value ($000) $622 Shares 38,691 Est. Cost $13.91 Unrealized
SHM SPDR NUVEEN BLOOMBERG BARCLAYS SHORT TERM MUNICIPAL BOND ETF 0.1%
Value ($000) $620 Shares 12,517 Est. Cost $48.54 Unrealized
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $620 Shares 6,124 Est. Cost $74.25 Unrealized
OLED UNIVERSAL DISPLAY CORP COM 0.1%
Value ($000) $619 Shares 2,785 Est. Cost $182.15 Unrealized +15.1%
PAPR INNOVATOR S&P 500 POWER BUFFER ETF - APRIL 0.1%
Value ($000) $618 Shares 21,724 Est. Cost $27.74 Unrealized
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.1%
Value ($000) $612 Shares 11,441 Est. Cost $49.66 Unrealized
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.1%
Value ($000) $607 Shares 10,590 Est. Cost $56.49 Unrealized
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $605 Shares 9,204 Est. Cost $62.82 Unrealized
DVA DAVITA INC COM 0.1%
Value ($000) $603 Shares 5,004 Est. Cost $81.97 Unrealized +44.4%
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.1%
Value ($000) $595 Shares 32,716 Est. Cost $11.39 Unrealized
AON AON PLC SHS CL A 0.1%
Value ($000) $591 Shares 2,475 Est. Cost $195.70 Unrealized +20.8%
NUSC NUVEEN ESG SMALL-CAP ETF 0.1%
Value ($000) $590 Shares 13,061 Est. Cost $43.02 Unrealized
EW EDWARDS LIFESCIENCES CORP COM 0.1%
Value ($000) $589 Shares 5,684 Est. Cost $73.10 Unrealized +28.9%
COHEN & STEERS INFRASTRUCTURE COM 0.1%
Value ($000) $574 Shares 19,998 Est. Cost $28.70 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $571 Shares 2,747 Est. Cost $80.92 Unrealized +102.9%
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $566 Shares 5,399 Est. Cost $81.69 Unrealized +6.6%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $565 Shares 1,813 Est. Cost $294.61 Unrealized
PDEC INNOVATOR S&P 500 POWER BUFFER ETF - DECEMBER 0.1%
Value ($000) $562 Shares 18,421 Est. Cost $29.06 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $552 Shares 2,681 Est. Cost $187.25 Unrealized +10.2%
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $538 Shares 6,306 Est. Cost $66.44 Unrealized +14.0%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.1%
Value ($000) $536 Shares 6,615 Est. Cost $71.45 Unrealized
EFA ISHARES MSCI EAFE ETF 0.1%
Value ($000) $532 Shares 6,746 Est. Cost $63.33 Unrealized
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.1%
Value ($000) $529 Shares 11,007 Est. Cost $46.39 Unrealized
PKW INVESCO BUYBACK ACHIEVERS ETF 0.1%
Value ($000) $526 Shares 5,824 Est. Cost $64.49 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $521 Shares 2,255 Est. Cost $140.92 Unrealized +48.5%
COHEN & STEERS REIT & PFD & IN COM 0.1%
Value ($000) $514 Shares 18,900 Est. Cost $21.25 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $512 Shares 557 Est. Cost $189.13 Unrealized +48.3%
MMM 3M CO COM 0.1%
Value ($000) $511 Shares 2,572 Est. Cost $119.20 Unrealized +17.8%
APTIV PLC SHS 0.1%
Value ($000) $502 Shares 3,189 Est. Cost $78.82 Unrealized
NEM NEWMONT CORP COM 0.1%
Value ($000) $501 Shares 7,902 Est. Cost $52.20 Unrealized +11.0%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $500 Shares 2,234 Est. Cost $181.27 Unrealized +13.1%
EXP EAGLE MATLS INC COM 0.1%
Value ($000) $499 Shares 3,514 Est. Cost $139.91 Unrealized 0.0%
XYZ SQUARE INC CL A 0.1%
Value ($000) $499 Shares 2,046 Est. Cost $171.66 Unrealized +35.1%
QFIN 360 DIGITECH INC AMERICAN DEP 0.1%
Value ($000) $497 Shares 11,890 Est. Cost $41.80 Unrealized
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $497 Shares 3,716 Est. Cost $90.33 Unrealized +24.4%
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $495 Shares 886 Est. Cost $466.94 Unrealized +7.9%
VAW VANGUARD MATERIALS INDEX FUND 0.1%
Value ($000) $484 Shares 2,677 Est. Cost $128.21 Unrealized
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $483 Shares 5,867 Est. Cost $82.32 Unrealized
ERIC ERICSSON ADR B SEK 10 0.1%
Value ($000) $479 Shares 38,053 Est. Cost $13.19 Unrealized
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $477 Shares 6,946 Est. Cost $58.93 Unrealized 0.0%
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $474 Shares 9,017 Est. Cost $70.94 Unrealized
ARKG ARK GENOMIC REVOLUTION ETF 0.1%
Value ($000) $474 Shares 5,120 Est. Cost $92.27 Unrealized
DHI D R HORTON INC COM 0.1%
Value ($000) $473 Shares 5,235 Est. Cost $89.63 Unrealized 0.0%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.1%
Value ($000) $471 Shares 10,045 Est. Cost $49.01 Unrealized
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $470 Shares 11,390 Est. Cost $33.28 Unrealized +9.8%
PMAR INNOVATOR S&P 500 POWER BUFFER ETF - MARCH 0.1%
Value ($000) $464 Shares 15,193 Est. Cost $29.54 Unrealized
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.1%
Value ($000) $458 Shares 10,023 Est. Cost $46.23 Unrealized
FAST FASTENAL CO COM 0.1%
Value ($000) $437 Shares 8,395 Est. Cost $20.43 Unrealized +14.0%
SO SOUTHERN CO COM 0.1%
Value ($000) $436 Shares 7,210 Est. Cost $48.76 Unrealized +10.3%
SGI TEMPUR SEALY INTL INC COM 0.1%
Value ($000) $435 Shares 11,088 Est. Cost $38.31 Unrealized 0.0%
PJUL INNOVATOR S&P 500 POWER BUFFER ETF - JULY 0.1%
Value ($000) $434 Shares 14,650 Est. Cost $29.62 Unrealized
DELAWARE ENHANCED GLOBAL DIVID COM 0.1%
Value ($000) $432 Shares 40,311 Est. Cost $9.43 Unrealized
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $432 Shares 1,142 Est. Cost $312.48 Unrealized +8.3%
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.1%
Value ($000) $431 Shares 45,652 Est. Cost $9.10 Unrealized
BIL SPDR BLOOMBERG BARCLAYS 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $430 Shares 4,700 Est. Cost $91.59 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $428 Shares 3,714 Est. Cost $114.19 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $426 Shares 2,219 Est. Cost $156.58 Unrealized 0.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.1%
Value ($000) $425 Shares 21,162 Est. Cost $16.46 Unrealized
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $421 Shares 288 Est. Cost $106.00 Unrealized +16.2%
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.1%
Value ($000) $419 Shares 19,836 Est. Cost $21.12 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $419 Shares 4,457 Est. Cost $80.82 Unrealized 0.0%
BIG 5 SPORTING GOODS CORP COM 0.1%
Value ($000) $419 Shares 16,324 Est. Cost $15.71 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $411 Shares 10,051 Est. Cost $33.60 Unrealized +14.0%
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $406 Shares 5,934 Est. Cost $53.26 Unrealized
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $404 Shares 4,462 Est. Cost $93.14 Unrealized 0.0%
BJAN INNOVATOR S&P 500 BUFFER ETF - JANUARY 0.1%
Value ($000) $398 Shares 11,105 Est. Cost $33.02 Unrealized
HZO MARINEMAX INC COM 0.1%
Value ($000) $393 Shares 8,071 Est. Cost $52.16 Unrealized 0.0%
INTU INTUIT COM 0.1%
Value ($000) $392 Shares 799 Est. Cost $421.44 Unrealized 0.0%
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $390 Shares 1,776 Est. Cost $184.08 Unrealized +4.4%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.1%
Value ($000) $390 Shares 5,411 Est. Cost $103.96 Unrealized
IQ HEDGE EVENT-DRIVEN TRACKER ETF 0.1%
Value ($000) $388 Shares 16,219 Est. Cost $23.50 Unrealized
UFPI UFP INDUSTRIES INC COM 0.1%
Value ($000) $387 Shares 5,200 Est. Cost $78.96 Unrealized 0.0%
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $386 Shares 5,079 Est. Cost $53.32 Unrealized
LLY LILLY ELI & CO COM 0.1%
Value ($000) $381 Shares 1,659 Est. Cost $186.71 Unrealized +2.8%
ADVENT CONV & INCOME FD COM 0.1%
Value ($000) $370 Shares 19,175 Est. Cost $16.05 Unrealized
INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $367 Shares 15,932 Est. Cost $23.00 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $365 Shares 5,997 Est. Cost $32.91 Unrealized +43.4%
CBNK CAPITAL BANCORP INC MD COM 0.1%
Value ($000) $363 Shares 17,742 Est. Cost $15.40 Unrealized +30.2%
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.1%
Value ($000) $362 Shares 2,275 Est. Cost $119.27 Unrealized
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $362 Shares 2,913 Est. Cost $87.83 Unrealized +24.7%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $358 Shares 1,251 Est. Cost $249.16 Unrealized 0.0%
SHYD VANECK VECTORS SHORT HIGH YIELD MUNI ETF 0.1%
Value ($000) $357 Shares 14,027 Est. Cost $24.96 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.1%
Value ($000) $356 Shares 5,330 Est. Cost $49.06 Unrealized +9.8%
AGM FEDERAL AGRIC MTG CORP CL C 0.1%
Value ($000) $347 Shares 3,513 Est. Cost $87.45 Unrealized 0.0%
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $345 Shares 9,372 Est. Cost $30.30 Unrealized
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $343 Shares 3,129 Est. Cost $117.28 Unrealized
BX BLACKSTONE GROUP INC COM 0.1%
Value ($000) $340 Shares 3,500 Est. Cost $58.60 Unrealized +30.1%
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.1%
Value ($000) $337 Shares 3,254 Est. Cost $65.96 Unrealized
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 0.1%
Value ($000) $333 Shares 4,477 Est. Cost $44.93 Unrealized
DOCU DOCUSIGN INC COM 0.1%
Value ($000) $332 Shares 1,187 Est. Cost $209.46 Unrealized +6.7%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.1%
Value ($000) $329 Shares 6,141 Est. Cost $40.21 Unrealized
TDOC TELADOC HEALTH INC COM 0.1%
Value ($000) $323 Shares 1,943 Est. Cost $162.03 Unrealized 0.0%
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $323 Shares 14,957 Est. Cost $21.62 Unrealized
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $322 Shares 5,653 Est. Cost $34.82 Unrealized +40.9%
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $319 Shares 59,915 Est. Cost $4.01 Unrealized
FTNT FORTINET INC COM 0.1%
Value ($000) $319 Shares 1,339 Est. Cost $42.69 Unrealized 0.0%
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.1%
Value ($000) $319 Shares 5,579 Est. Cost $55.42 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $319 Shares 2,372 Est. Cost $137.13 Unrealized
RGLD ROYAL GOLD INC COM 0.1%
Value ($000) $317 Shares 2,774 Est. Cost $121.54 Unrealized -3.0%
PIE INVESCO DWA EMERGING MARKETS MOMENTUM ETF 0.1%
Value ($000) $315 Shares 11,500 Est. Cost $18.60 Unrealized
MTD METTLER TOLEDO INTERNATIONAL COM 0.1%
Value ($000) $312 Shares 225 Est. Cost $1289.73 Unrealized 0.0%
AIA ISHARES ASIA 50 ETF 0.1%
Value ($000) $311 Shares 3,393 Est. Cost $92.09 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.1%
Value ($000) $310 Shares 1,339 Est. Cost $189.08 Unrealized
MAXIM INTEGRATED PRODS INC COM 0.1%
Value ($000) $309 Shares 2,936 Est. Cost $105.25 Unrealized
LAMR LAMAR ADVERTISING CO NEW CL A 0.1%
Value ($000) $303 Shares 2,902 Est. Cost $66.71 Unrealized
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.1%
Value ($000) $300 Shares 2,995 Est. Cost $63.10 Unrealized
TEKLA HEALTHCARE OPPORTUNITIES SHS 0.1%
Value ($000) $300 Shares 12,985 Est. Cost $21.87 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.1%
Value ($000) $299 Shares 4,077 Est. Cost $73.34 Unrealized
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.1%
Value ($000) $299 Shares 749 Est. Cost $282.68 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.1%
Value ($000) $299 Shares 8,062 Est. Cost $36.53 Unrealized 0.0%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $298 Shares 6,500 Est. Cost $33.89 Unrealized +14.5%
PGX INVESCO PREFERRED ETF 0.0%
Value ($000) $298 Shares 19,463 Est. Cost $14.25 Unrealized
KR KROGER CO COM 0.0%
Value ($000) $294 Shares 7,684 Est. Cost $30.80 Unrealized +10.7%
COWZ PACER US CASH COWS 100 ETF 0.0%
Value ($000) $293 Shares 6,857 Est. Cost $42.73 Unrealized
FPXI FIRST TRUST INTERNATIONAL EQUITY OPPORTUNITIES ETF 0.0%
Value ($000) $287 Shares 4,193 Est. Cost $66.03 Unrealized
KO COCA COLA CO COM 0.0%
Value ($000) $287 Shares 5,301 Est. Cost $44.10 Unrealized +7.2%
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $281 Shares 8,377 Est. Cost $31.73 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $280 Shares 3,310 Est. Cost $47.30 Unrealized +53.7%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $277 Shares 20,580 Est. Cost $65.27 Unrealized 0.0%
HVT HAVERTY FURNITURE COS INC COM 0.0%
Value ($000) $277 Shares 6,468 Est. Cost $43.73 Unrealized 0.0%
ROKU ROKU INC COM CL A 0.0%
Value ($000) $273 Shares 594 Est. Cost $353.72 Unrealized 0.0%
PMAY INNOVATOR S&P 500 POWER BUFFER ETF - MAY 0.0%
Value ($000) $273 Shares 9,260 Est. Cost $29.48 Unrealized
SMB VANECK VECTORS SHORT MUNI ETF 0.0%
Value ($000) $273 Shares 15,139 Est. Cost $18.04 Unrealized
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.0%
Value ($000) $273 Shares 12,578 Est. Cost $21.70 Unrealized
DFEB FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY 0.0%
Value ($000) $272 Shares 7,943 Est. Cost $27.59 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $270 Shares 3,027 Est. Cost $100.62 Unrealized
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $268 Shares 3,885 Est. Cost $53.82 Unrealized +3.8%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $267 Shares 12,959 Est. Cost $20.60 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $263 Shares 5,171 Est. Cost $50.86 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $260 Shares 16,571 Est. Cost $12.35 Unrealized
W WAYFAIR INC CL A 0.0%
Value ($000) $260 Shares 825 Est. Cost $295.08 Unrealized +6.2%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value ($000) $259 Shares 4,073 Est. Cost $65.31 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $256 Shares 1,128 Est. Cost $186.63 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $253 Shares 2,342 Est. Cost $94.30 Unrealized
IWC ISHARES MICRO-CAP ETF 0.0%
Value ($000) $252 Shares 1,652 Est. Cost $152.54 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.0%
Value ($000) $250 Shares 11,630 Est. Cost $21.50 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.0%
Value ($000) $248 Shares 11,127 Est. Cost $22.29 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $245 Shares 4,117 Est. Cost $54.47 Unrealized 0.0%
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $245 Shares 2,714 Est. Cost $84.84 Unrealized
PEJ INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF 0.0%
Value ($000) $243 Shares 4,655 Est. Cost $52.20 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $241 Shares 1,229 Est. Cost $155.68 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.0%
Value ($000) $239 Shares 10,749 Est. Cost $22.23 Unrealized
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $235 Shares 10,056 Est. Cost $23.35 Unrealized
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $235 Shares 8,943 Est. Cost $23.97 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $234 Shares 5,169 Est. Cost $39.98 Unrealized 0.0%
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.0%
Value ($000) $234 Shares 10,154 Est. Cost $23.05 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.0%
Value ($000) $233 Shares 10,636 Est. Cost $21.91 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $232 Shares 5,482 Est. Cost $34.67 Unrealized 0.0%
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $229 Shares 5,074 Est. Cost $43.58 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $229 Shares 1,229 Est. Cost $33.93 Unrealized 0.0%
LDUR PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND 0.0%
Value ($000) $229 Shares 2,248 Est. Cost $101.87 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $228 Shares 3,595 Est. Cost $33.95 Unrealized +50.4%
MED MEDIFAST INC COM 0.0%
Value ($000) $227 Shares 803 Est. Cost $240.16 Unrealized 0.0%
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $223 Shares 13,908 Est. Cost $16.03 Unrealized
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $221 Shares 5,629 Est. Cost $36.73 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $220 Shares 4,805 Est. Cost $46.92 Unrealized 0.0%
RSPS INVESCO S&P 500 EQUAL WEIGHT CONSUMER STAPLES ETF 0.0%
Value ($000) $219 Shares 1,358 Est. Cost $139.52 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $218 Shares 1,083 Est. Cost $185.56 Unrealized
SLV ISHARES SILVER TRUST 0.0%
Value ($000) $218 Shares 8,993 Est. Cost $24.24 Unrealized
XOP SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF 0.0%
Value ($000) $211 Shares 2,181 Est. Cost $96.74 Unrealized
PSX PHILLIPS 66 COM 0.0%
Value ($000) $210 Shares 2,447 Est. Cost $70.57 Unrealized 0.0%
TRI CONTL CORP COM 0.0%
Value ($000) $209 Shares 6,140 Est. Cost $34.04 Unrealized
IYT ISHARES U.S. TRANSPORTATION ETF 0.0%
Value ($000) $207 Shares 797 Est. Cost $257.54 Unrealized
AMLP ALERIAN MLP ETF 0.0%
Value ($000) $207 Shares 5,688 Est. Cost $36.39 Unrealized
O REALTY INCOME CORP COM 0.0%
Value ($000) $207 Shares 3,100 Est. Cost $51.83 Unrealized 0.0%
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $207 Shares 2,092 Est. Cost $83.88 Unrealized 0.0%
PROOFPOINT INC COM 0.0%
Value ($000) $203 Shares 1,170 Est. Cost $173.50 Unrealized
MPB MID PENN BANCORP INC COM 0.0%
Value ($000) $202 Shares 7,376 Est. Cost $23.45 Unrealized 0.0%
PDP INVESCO DWA MOMENTUM ETF 0.0%
Value ($000) $201 Shares 2,240 Est. Cost $89.73 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $200 Shares 2,712 Est. Cost $52.39 Unrealized +28.4%
NUVEEN SR INCOME FD COM 0.0%
Value ($000) $197 Shares 33,252 Est. Cost $6.53 Unrealized
BLACKROCK ENERGY & RES TR COM 0.0%
Value ($000) $187 Shares 19,100 Est. Cost $9.79 Unrealized
AR ANTERO RESOURCES CORP COM 0.0%
Value ($000) $150 Shares 10,000 Est. Cost $1.67 Unrealized +602.2%
CBRE CLARION GLOBAL REAL ESTAT COM 0.0%
Value ($000) $119 Shares 13,534 Est. Cost $7.51 Unrealized
XAWPX ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INT 0.0%
Value ($000) $115 Shares 18,024 Est. Cost $5.07 Unrealized
UNITY BIOTECHNOLOGY INC COM 0.0%
Value ($000) $88 Shares 18,917 Est. Cost $5.99 Unrealized
ZOMDF ZOMEDICA CORP COM 0.0%
Value ($000) $22 Shares 26,000 Est. Cost $1.63 Unrealized -43.0%