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

CIK: 0001109767 · Show all filings

Period: Q3 2021 (← Previous) (Next →)

Filing Date: Nov 12, 2021

Total Value ($000): $658,552 (100.0% shares, 0.0% debt)

Holdings (434)

AAPL APPLE INC COM 3.8%
Value ($000) $25,286 Shares 178,697 Est. Cost $100.63 Unrealized +43.0%
IJH ISHARES S&P MIDCAP FUND 3.2%
Value ($000) $20,799 Shares 79,062 Est. Cost $185.08 Unrealized
MSFT MICROSOFT CORP COM 2.5%
Value ($000) $16,603 Shares 58,892 Est. Cost $185.46 Unrealized +51.4%
IWV ISHARES RUSSELL 3000 ETF 2.4%
Value ($000) $15,938 Shares 62,537 Est. Cost $253.25 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 2.2%
Value ($000) $14,285 Shares 52,336 Est. Cost $225.99 Unrealized +24.3%
IJR ISHARES S&P SMALL-CAP FUND 2.2%
Value ($000) $14,276 Shares 130,741 Est. Cost $77.99 Unrealized
IVV ISHARES CORE S&P 500 ETF 2.1%
Value ($000) $13,779 Shares 31,983 Est. Cost $409.95 Unrealized
QQQ INVESCO QQQ TRUST 2.0%
Value ($000) $13,114 Shares 36,636 Est. Cost $202.27 Unrealized
AMZN AMAZON COM INC COM 1.8%
Value ($000) $11,944 Shares 3,636 Est. Cost $124.95 Unrealized +38.0%
VO VANGUARD MID-CAP INDEX FUND 1.5%
Value ($000) $9,831 Shares 41,521 Est. Cost $173.35 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR FUND 1.5%
Value ($000) $9,669 Shares 64,754 Est. Cost $69.30 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS ETF 1.5%
Value ($000) $9,660 Shares 193,159 Est. Cost $41.72 Unrealized
NVDA NVIDIA CORPORATION COM 1.5%
Value ($000) $9,599 Shares 46,336 Est. Cost $18.12 Unrealized +14.3%
VYM VANGUARD HIGH DIVIDEND YIELD ETF 1.4%
Value ($000) $8,961 Shares 86,707 Est. Cost $94.52 Unrealized
IJJ ISHARES S&P MID-CAP 400 VALUE ETF 1.3%
Value ($000) $8,436 Shares 81,869 Est. Cost $105.29 Unrealized
USMV ISHARES MSCI USA MIN VOL FACTOR ETF 1.1%
Value ($000) $7,413 Shares 100,856 Est. Cost $58.54 Unrealized
SPY SPDR S&P 500 ETF 1.0%
Value ($000) $6,807 Shares 15,861 Est. Cost $253.29 Unrealized
PYPL PAYPAL HLDGS INC COM 0.9%
Value ($000) $6,013 Shares 23,109 Est. Cost $223.26 Unrealized +26.8%
IVW ISHARES S&P 500 GROWTH ETF 0.9%
Value ($000) $5,694 Shares 77,035 Est. Cost $73.76 Unrealized
BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND 0.9%
Value ($000) $5,682 Shares 51,395 Est. Cost $109.34 Unrealized
DWAS INVESCO DWA SMALLCAP MOMENTUM ETF 0.8%
Value ($000) $5,581 Shares 63,535 Est. Cost $87.84 Unrealized
FLOT ISHARES FLOATING RATE BOND ETF 0.8%
Value ($000) $5,467 Shares 107,534 Est. Cost $50.82 Unrealized
VEA VANGUARD FTSE DEVELOPED MARKETS ETF 0.8%
Value ($000) $5,350 Shares 105,967 Est. Cost $42.86 Unrealized
GSY INVESCO ULTRA SHORT DURATION ETF 0.8%
Value ($000) $4,960 Shares 98,278 Est. Cost $50.47 Unrealized
CRM SALESFORCE COM INC COM 0.7%
Value ($000) $4,930 Shares 18,178 Est. Cost $207.46 Unrealized +20.9%
V VISA INC COM CL A 0.7%
Value ($000) $4,824 Shares 21,656 Est. Cost $192.35 Unrealized +18.0%
SHW SHERWIN WILLIAMS CO COM 0.7%
Value ($000) $4,802 Shares 17,167 Est. Cost $250.81 Unrealized +12.2%
MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 0.7%
Value ($000) $4,776 Shares 46,853 Est. Cost $101.79 Unrealized
GOOGL ALPHABET INC CAP STK CL A 0.7%
Value ($000) $4,735 Shares 1,771 Est. Cost $103.73 Unrealized +30.2%
SCHE SCHWAB EMERGING MARKETS EQUITY ETF 0.7%
Value ($000) $4,326 Shares 141,927 Est. Cost $31.43 Unrealized
RSP INVESCO S&P 500 EQUAL WEIGHT ETF 0.6%
Value ($000) $4,254 Shares 28,393 Est. Cost $115.63 Unrealized
MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 0.6%
Value ($000) $4,159 Shares 23,686 Est. Cost $175.59 Unrealized
GLD SPDR GOLD SHARES 0.6%
Value ($000) $3,885 Shares 23,655 Est. Cost $167.74 Unrealized
IEMG ISHARES CORE MSCI EMERGING MARKETS ETF 0.6%
Value ($000) $3,800 Shares 61,526 Est. Cost $50.41 Unrealized
VUG VANGUARD GROWTH INDEX FUND 0.6%
Value ($000) $3,783 Shares 13,036 Est. Cost $180.45 Unrealized
TSLA TESLA INC COM 0.6%
Value ($000) $3,671 Shares 4,734 Est. Cost $196.54 Unrealized +19.8%
NEAR BLACKROCK SHORT MATURITY BOND ETF 0.6%
Value ($000) $3,641 Shares 72,624 Est. Cost $50.13 Unrealized
META FACEBOOK INC CL A 0.5%
Value ($000) $3,425 Shares 10,090 Est. Cost $292.82 Unrealized +22.1%
BRK/A BERKSHIRE HATHAWAY INC DEL CL A 0.5%
Value ($000) $3,291 Shares 8 Est. Cost $298764.40 Unrealized +41.5%
REAVES UTIL INCOME FD COM SH BEN INT 0.5%
Value ($000) $3,179 Shares 97,001 Est. Cost $32.77 Unrealized
EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF 0.5%
Value ($000) $3,132 Shares 28,453 Est. Cost $111.49 Unrealized
HD HOME DEPOT INC COM 0.5%
Value ($000) $3,063 Shares 9,332 Est. Cost $216.48 Unrealized +36.1%
ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF 0.5%
Value ($000) $2,987 Shares 30,359 Est. Cost $69.17 Unrealized
PDP INVESCO DWA MOMENTUM ETF 0.4%
Value ($000) $2,948 Shares 32,948 Est. Cost $89.49 Unrealized
CALF PACER US SMALL CAP CASH COWS 100 ETF 0.4%
Value ($000) $2,947 Shares 69,467 Est. Cost $44.50 Unrealized
WST WEST PHARMACEUTICAL SVSC INC COM 0.4%
Value ($000) $2,881 Shares 6,787 Est. Cost $186.85 Unrealized +123.2%
XOM EXXON MOBIL CORP COM 0.4%
Value ($000) $2,804 Shares 47,669 Est. Cost $43.15 Unrealized +12.3%
CVS CVS HEALTH CORP COM 0.4%
Value ($000) $2,781 Shares 32,770 Est. Cost $68.62 Unrealized +5.7%
QCOM QUALCOMM INC COM 0.4%
Value ($000) $2,751 Shares 21,325 Est. Cost $108.98 Unrealized +18.2%
DIS DISNEY WALT CO COM 0.4%
Value ($000) $2,727 Shares 16,119 Est. Cost $133.98 Unrealized +30.0%
SYK STRYKER CORPORATION COM 0.4%
Value ($000) $2,672 Shares 10,132 Est. Cost $182.62 Unrealized +39.8%
TGT TARGET CORP COM 0.4%
Value ($000) $2,670 Shares 11,669 Est. Cost $203.84 Unrealized +7.9%
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF 0.4%
Value ($000) $2,651 Shares 20,382 Est. Cost $133.80 Unrealized
VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND 0.4%
Value ($000) $2,598 Shares 16,915 Est. Cost $132.90 Unrealized
IVE ISHARES S&P 500 VALUE ETF 0.4%
Value ($000) $2,560 Shares 17,603 Est. Cost $130.86 Unrealized
VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 0.4%
Value ($000) $2,552 Shares 27,035 Est. Cost $94.40 Unrealized
GSLC GOLDMAN SACHS ACTIVEBETA U.S. LARGE CAP EQUITY ETF 0.4%
Value ($000) $2,427 Shares 28,209 Est. Cost $59.41 Unrealized
EPD ENTERPRISE PRODS PARTNERS L P COM 0.4%
Value ($000) $2,402 Shares 110,991 Est. Cost $22.12 Unrealized
SPIB SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 0.4%
Value ($000) $2,378 Shares 65,124 Est. Cost $36.51 Unrealized
XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND 0.4%
Value ($000) $2,330 Shares 12,981 Est. Cost $124.65 Unrealized
IEFA ISHARES CORE MSCI EAFE ETF 0.3%
Value ($000) $2,287 Shares 30,801 Est. Cost $63.77 Unrealized
BSV VANGUARD SHORT-TERM BOND INDEX FUND 0.3%
Value ($000) $2,233 Shares 27,247 Est. Cost $80.34 Unrealized
DE DEERE & CO COM 0.3%
Value ($000) $2,195 Shares 6,549 Est. Cost $192.95 Unrealized +75.9%
SBUX STARBUCKS CORP COM 0.3%
Value ($000) $2,185 Shares 19,805 Est. Cost $92.14 Unrealized +14.7%
ADP AUTOMATIC DATA PROCESSING INC COM 0.3%
Value ($000) $2,183 Shares 10,917 Est. Cost $136.32 Unrealized +37.7%
MOBILE TELESYSTEMS PUB JT STK SPONSORED ADR 0.3%
Value ($000) $2,162 Shares 224,316 Est. Cost $9.26 Unrealized
VTI VANGUARD TOTAL STOCK MARKET INDEX FUND 0.3%
Value ($000) $2,156 Shares 9,710 Est. Cost $171.73 Unrealized
SPYM SPDR PORTFOLIO S&P 500 ETF 0.3%
Value ($000) $2,135 Shares 42,312 Est. Cost $35.49 Unrealized
ACN ACCENTURE PLC IRELAND SHS CLASS A 0.3%
Value ($000) $2,089 Shares 6,531 Est. Cost $192.05 Unrealized +59.1%
ILCG ISHARES MORNINGSTAR GROWTH ETF 0.3%
Value ($000) $2,076 Shares 31,675 Est. Cost $65.54 Unrealized
SCHD SCHWAB US DIVIDEND EQUITY ETF 0.3%
Value ($000) $2,071 Shares 27,892 Est. Cost $66.94 Unrealized
EVR EVERCORE INC CLASS A 0.3%
Value ($000) $2,063 Shares 15,437 Est. Cost $127.82 Unrealized -2.2%
TROW PRICE T ROWE GROUP INC COM 0.3%
Value ($000) $1,980 Shares 10,065 Est. Cost $127.28 Unrealized +36.7%
POOL POOL CORP COM 0.3%
Value ($000) $1,961 Shares 4,514 Est. Cost $396.78 Unrealized +13.2%
ILCV ISHARES MORNINGSTAR LARGE-CAP VALUE ETF 0.3%
Value ($000) $1,917 Shares 30,124 Est. Cost $63.64 Unrealized
IJK ISHARES S&P MID-CAP 400 GROWTH ETF 0.3%
Value ($000) $1,903 Shares 24,032 Est. Cost $87.91 Unrealized
VZ VERIZON COMMUNICATIONS INC COM 0.3%
Value ($000) $1,864 Shares 34,515 Est. Cost $36.91 Unrealized +14.7%
EFA ISHARES MSCI EAFE ETF 0.3%
Value ($000) $1,863 Shares 23,882 Est. Cost $73.86 Unrealized
ABT ABBOTT LABS COM 0.3%
Value ($000) $1,859 Shares 15,737 Est. Cost $78.50 Unrealized +44.6%
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 0.3%
Value ($000) $1,850 Shares 21,140 Est. Cost $86.56 Unrealized
SPSB SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 0.3%
Value ($000) $1,834 Shares 58,676 Est. Cost $31.26 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR FUND 0.3%
Value ($000) $1,830 Shares 14,379 Est. Cost $88.13 Unrealized
VOE VANGUARD MID-CAP VALUE INDEX FUND 0.3%
Value ($000) $1,830 Shares 13,110 Est. Cost $132.66 Unrealized
DHR DANAHER CORPORATION COM 0.3%
Value ($000) $1,812 Shares 5,952 Est. Cost $126.74 Unrealized +110.5%
GNRC GENERAC HLDGS INC COM 0.3%
Value ($000) $1,805 Shares 4,417 Est. Cost $300.04 Unrealized +42.8%
WMT WALMART INC COM 0.3%
Value ($000) $1,787 Shares 12,823 Est. Cost $28.75 Unrealized +58.1%
JNJ JOHNSON & JOHNSON COM 0.3%
Value ($000) $1,746 Shares 10,813 Est. Cost $102.16 Unrealized +47.1%
CTAS CINTAS CORP COM 0.3%
Value ($000) $1,731 Shares 4,548 Est. Cost $63.96 Unrealized +46.9%
NDAQ NASDAQ INC COM 0.3%
Value ($000) $1,720 Shares 8,911 Est. Cost $40.94 Unrealized +44.7%
LOW LOWES COS INC COM 0.3%
Value ($000) $1,717 Shares 8,466 Est. Cost $105.65 Unrealized +73.8%
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value ($000) $1,710 Shares 6,442 Est. Cost $187.74 Unrealized +32.5%
VTV VANGUARD VALUE INDEX FUND 0.3%
Value ($000) $1,698 Shares 12,540 Est. Cost $106.02 Unrealized
ODFL OLD DOMINION FREIGHT LINE INC COM 0.3%
Value ($000) $1,689 Shares 5,907 Est. Cost $67.11 Unrealized +102.3%
IJS ISHARES S&P SMALL-CAP 600 VALUE ETF 0.3%
Value ($000) $1,661 Shares 16,495 Est. Cost $99.32 Unrealized
OKE ONEOK INC NEW COM 0.3%
Value ($000) $1,660 Shares 28,617 Est. Cost $32.85 Unrealized +28.9%
YETI YETI HLDGS INC COM 0.2%
Value ($000) $1,643 Shares 19,172 Est. Cost $69.45 Unrealized +39.3%
HDV ISHARES CORE HIGH DIVIDEND ETF 0.2%
Value ($000) $1,629 Shares 17,283 Est. Cost $96.52 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,628 Shares 43,372 Est. Cost $31.45 Unrealized
PG PROCTER AND GAMBLE CO COM 0.2%
Value ($000) $1,613 Shares 11,541 Est. Cost $93.70 Unrealized +35.8%
FTCS FIRST TRUST CAPITAL STRENGTH ETF 0.2%
Value ($000) $1,610 Shares 21,512 Est. Cost $63.73 Unrealized
AMP AMERIPRISE FINL INC COM 0.2%
Value ($000) $1,580 Shares 5,981 Est. Cost $172.73 Unrealized +41.9%
JNK SPDR BLOOMBERG HIGH YIELD BOND ETF 0.2%
Value ($000) $1,556 Shares 14,231 Est. Cost $73.70 Unrealized
IWS ISHARES RUSSELL MID-CAP VALUE ETF 0.2%
Value ($000) $1,554 Shares 13,720 Est. Cost $88.57 Unrealized
VB VANGUARD SMALL-CAP INDEX FUND 0.2%
Value ($000) $1,550 Shares 7,089 Est. Cost $167.34 Unrealized
SCHX SCHWAB U.S. LARGE-CAP ETF 0.2%
Value ($000) $1,546 Shares 14,862 Est. Cost $60.94 Unrealized
MA MASTERCARD INCORPORATED CL A 0.2%
Value ($000) $1,546 Shares 4,447 Est. Cost $330.27 Unrealized +7.4%
TIP ISHARES TIPS BOND ETF 0.2%
Value ($000) $1,536 Shares 12,031 Est. Cost $119.21 Unrealized
VCSH VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND 0.2%
Value ($000) $1,527 Shares 18,532 Est. Cost $81.22 Unrealized
ADBE ADOBE SYSTEMS INCORPORATED COM 0.2%
Value ($000) $1,512 Shares 2,627 Est. Cost $369.37 Unrealized +70.4%
INTC INTEL CORP COM 0.2%
Value ($000) $1,505 Shares 28,252 Est. Cost $35.77 Unrealized +39.3%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value ($000) $1,497 Shares 561 Est. Cost $93.52 Unrealized +46.3%
KLAC KLA CORP COM NEW 0.2%
Value ($000) $1,475 Shares 4,409 Est. Cost $177.42 Unrealized +79.6%
ABBV ABBVIE INC COM 0.2%
Value ($000) $1,471 Shares 13,638 Est. Cost $71.36 Unrealized +36.2%
SPGI S&P GLOBAL INC COM 0.2%
Value ($000) $1,460 Shares 3,435 Est. Cost $355.88 Unrealized +17.4%
MGC VANGUARD MEGA CAP ETF 0.2%
Value ($000) $1,459 Shares 9,572 Est. Cost $152.30 Unrealized
IWR ISHARES RUSSELL MID-CAP ETF 0.2%
Value ($000) $1,452 Shares 18,561 Est. Cost $68.03 Unrealized
PFE PFIZER INC COM 0.2%
Value ($000) $1,447 Shares 33,647 Est. Cost $22.73 Unrealized +56.9%
BBY BEST BUY INC COM 0.2%
Value ($000) $1,441 Shares 13,627 Est. Cost $58.53 Unrealized +57.2%
VEEV VEEVA SYS INC CL A COM 0.2%
Value ($000) $1,435 Shares 4,980 Est. Cost $191.14 Unrealized +66.0%
NOC NORTHROP GRUMMAN CORP COM 0.2%
Value ($000) $1,405 Shares 3,901 Est. Cost $316.73 Unrealized +6.2%
HWKN HAWKINS INC COM 0.2%
Value ($000) $1,397 Shares 40,042 Est. Cost $31.01 Unrealized +11.5%
TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 0.2%
Value ($000) $1,396 Shares 12,501 Est. Cost $68.79 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH ETF 0.2%
Value ($000) $1,376 Shares 5,021 Est. Cost $198.14 Unrealized
JPM JPMORGAN CHASE & CO COM 0.2%
Value ($000) $1,370 Shares 8,366 Est. Cost $111.26 Unrealized +26.1%
NUE NUCOR CORP COM 0.2%
Value ($000) $1,369 Shares 13,896 Est. Cost $87.91 Unrealized +12.9%
ARKW ARK NEXT GENERATION INTERNET ETF 0.2%
Value ($000) $1,366 Shares 9,837 Est. Cost $127.15 Unrealized
CSX CSX CORP COM 0.2%
Value ($000) $1,354 Shares 45,526 Est. Cost $26.85 Unrealized +12.3%
CEF SPROTT PHYSICAL GOLD & SILVER TR UNIT 0.2%
Value ($000) $1,338 Shares 78,089 Est. Cost $16.12 Unrealized
VBR VANGUARD SMALL-CAP VALUE INDEX FUND 0.2%
Value ($000) $1,295 Shares 7,652 Est. Cost $115.58 Unrealized
FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND 0.2%
Value ($000) $1,294 Shares 14,129 Est. Cost $61.51 Unrealized
HANCOCK JOHN TAX-ADVANTAGED DI COM 0.2%
Value ($000) $1,290 Shares 56,370 Est. Cost $20.96 Unrealized
UNH UNITEDHEALTH GROUP INC COM 0.2%
Value ($000) $1,281 Shares 3,279 Est. Cost $228.65 Unrealized +68.3%
T AT&T INC COM 0.2%
Value ($000) $1,272 Shares 47,093 Est. Cost $14.68 Unrealized +9.5%
QRVO QORVO INC COM 0.2%
Value ($000) $1,254 Shares 7,503 Est. Cost $131.99 Unrealized +40.8%
MO ALTRIA GROUP INC COM 0.2%
Value ($000) $1,243 Shares 27,317 Est. Cost $27.78 Unrealized +22.4%
COST COSTCO WHSL CORP NEW COM 0.2%
Value ($000) $1,237 Shares 2,752 Est. Cost $269.81 Unrealized +55.0%
LNT ALLIANT ENERGY CORP COM 0.2%
Value ($000) $1,234 Shares 22,040 Est. Cost $28.50 Unrealized +79.9%
ISCB ISHARES MORNINGSTAR SMALL-CAP ETF 0.2%
Value ($000) $1,234 Shares 22,002 Est. Cost $82.58 Unrealized
CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF 0.2%
Value ($000) $1,223 Shares 14,334 Est. Cost $66.83 Unrealized
ZTS ZOETIS INC CL A 0.2%
Value ($000) $1,218 Shares 6,274 Est. Cost $133.02 Unrealized +45.6%
GTO INVESCO TOTAL RETURN BOND ETF 0.2%
Value ($000) $1,204 Shares 21,196 Est. Cost $54.14 Unrealized
CMI CUMMINS INC COM 0.2%
Value ($000) $1,192 Shares 5,306 Est. Cost $147.62 Unrealized +42.5%
LHX L3HARRIS TECHNOLOGIES INC COM 0.2%
Value ($000) $1,187 Shares 5,388 Est. Cost $180.54 Unrealized +15.1%
NEE NEXTERA ENERGY INC COM 0.2%
Value ($000) $1,166 Shares 14,843 Est. Cost $60.63 Unrealized +18.5%
IWD ISHARES RUSSELL 1000 VALUE ETF 0.2%
Value ($000) $1,165 Shares 7,443 Est. Cost $113.67 Unrealized
KRE SPDR S&P REGIONAL BANKING ETF 0.2%
Value ($000) $1,155 Shares 17,047 Est. Cost $65.96 Unrealized
NKE NIKE INC CL B 0.2%
Value ($000) $1,151 Shares 7,923 Est. Cost $88.72 Unrealized +71.9%
RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF 0.2%
Value ($000) $1,148 Shares 9,823 Est. Cost $64.83 Unrealized
EEM ISHARES MSCI EMERGING MARKETS ETF 0.2%
Value ($000) $1,147 Shares 22,772 Est. Cost $50.37 Unrealized
VOO VANGUARD S&P 500 ETF 0.2%
Value ($000) $1,146 Shares 2,906 Est. Cost $293.94 Unrealized
CFA VICTORYSHARES U.S. 500 VOLATILITY WTD INDEX FUND 0.2%
Value ($000) $1,124 Shares 15,810 Est. Cost $56.92 Unrealized
XLG INVESCO S&P 500 TOP 50 ETF 0.2%
Value ($000) $1,116 Shares 3,383 Est. Cost $263.73 Unrealized
EXPD EXPEDITORS INTL WASH INC COM 0.2%
Value ($000) $1,113 Shares 9,343 Est. Cost $118.76 Unrealized 0.0%
BA BOEING CO COM 0.2%
Value ($000) $1,109 Shares 5,043 Est. Cost $235.46 Unrealized -5.3%
RDVY FIRST TRUST NASDAQ RISING DIVIDEND ACHIEVERS FUND 0.2%
Value ($000) $1,095 Shares 23,071 Est. Cost $46.95 Unrealized
XLE ENERGY SELECT SECTOR SPDR FUND 0.2%
Value ($000) $1,092 Shares 20,964 Est. Cost $44.76 Unrealized
AMAT APPLIED MATLS INC COM 0.2%
Value ($000) $1,078 Shares 8,375 Est. Cost $89.66 Unrealized +45.7%
JPST JPMORGAN ULTRA-SHORT INCOME ETF 0.2%
Value ($000) $1,075 Shares 21,203 Est. Cost $50.70 Unrealized
OZK BANK OZK COM 0.2%
Value ($000) $1,074 Shares 24,978 Est. Cost $33.20 Unrealized +7.0%
VHT VANGUARD HEALTH CARE INDEX FUND 0.2%
Value ($000) $1,063 Shares 4,301 Est. Cost $187.84 Unrealized
VNQ VANGUARD REAL ESTATE ETF 0.2%
Value ($000) $1,060 Shares 10,412 Est. Cost $88.14 Unrealized
ROP ROPER TECHNOLOGIES INC COM 0.2%
Value ($000) $1,060 Shares 2,376 Est. Cost $358.27 Unrealized +30.2%
PII POLARIS INC COM 0.2%
Value ($000) $1,059 Shares 8,852 Est. Cost $135.20 Unrealized -6.0%
BLOK AMPLIFY TRANSFORMATIONAL DATA SHARING ETF 0.2%
Value ($000) $1,030 Shares 23,073 Est. Cost $40.99 Unrealized
ETSY ETSY INC COM 0.2%
Value ($000) $1,023 Shares 4,921 Est. Cost $127.13 Unrealized +59.5%
AON AON PLC SHS CL A 0.2%
Value ($000) $1,007 Shares 3,524 Est. Cost $214.93 Unrealized +21.1%
EW EDWARDS LIFESCIENCES CORP COM 0.2%
Value ($000) $1,002 Shares 8,852 Est. Cost $87.79 Unrealized +30.0%
XLI INDUSTRIAL SELECT SECTOR SPDR FUND 0.1%
Value ($000) $974 Shares 9,952 Est. Cost $94.22 Unrealized
TXN TEXAS INSTRS INC COM 0.1%
Value ($000) $972 Shares 5,055 Est. Cost $112.36 Unrealized +49.5%
TMO THERMO FISHER SCIENTIFIC INC COM 0.1%
Value ($000) $960 Shares 1,680 Est. Cost $316.64 Unrealized +71.3%
PEP PEPSICO INC COM 0.1%
Value ($000) $950 Shares 6,318 Est. Cost $87.84 Unrealized +53.7%
TFI SPDR NUVEEN BLOOMBERG MUNICIPAL BOND ETF 0.1%
Value ($000) $946 Shares 18,348 Est. Cost $49.21 Unrealized
RIVERNORTH OPPORTUNITIES FD IN COM 0.1%
Value ($000) $934 Shares 54,967 Est. Cost $16.54 Unrealized
ENSG ENSIGN GROUP INC COM 0.1%
Value ($000) $929 Shares 12,405 Est. Cost $67.73 Unrealized +20.9%
SKYY FIRST TR EXCHANGE TRADED FD II CLOUD COMPUTING 0.1%
Value ($000) $926 Shares 8,793 Est. Cost $95.76 Unrealized
EPAM EPAM SYS INC COM 0.1%
Value ($000) $916 Shares 1,606 Est. Cost $225.61 Unrealized +160.8%
MRK MERCK & CO INC COM 0.1%
Value ($000) $916 Shares 12,193 Est. Cost $51.44 Unrealized +28.6%
PFSI PENNYMAC FINL SVCS INC NEW COM 0.1%
Value ($000) $898 Shares 14,697 Est. Cost $40.29 Unrealized +49.0%
EA ELECTRONIC ARTS INC COM 0.1%
Value ($000) $878 Shares 6,175 Est. Cost $137.03 Unrealized 0.0%
IBB ISHARES BIOTECHNOLOGY FUND 0.1%
Value ($000) $858 Shares 5,307 Est. Cost $164.92 Unrealized
CAT CATERPILLAR INC COM 0.1%
Value ($000) $857 Shares 4,466 Est. Cost $89.44 Unrealized +114.8%
IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $848 Shares 15,511 Est. Cost $54.82 Unrealized
WM WASTE MGMT INC DEL COM 0.1%
Value ($000) $847 Shares 5,670 Est. Cost $106.47 Unrealized +31.2%
MUB ISHARES NATIONAL MUNI BOND ETF 0.1%
Value ($000) $834 Shares 7,182 Est. Cost $116.88 Unrealized
TEKLA HEALTHCARE INVS SH BEN INT 0.1%
Value ($000) $827 Shares 32,350 Est. Cost $24.69 Unrealized
XLP CONSUMER STAPLES SELECT SECTOR SPDR FUND 0.1%
Value ($000) $813 Shares 11,809 Est. Cost $58.26 Unrealized
BLACKROCK ENHANCED GLOBAL DIVI COM 0.1%
Value ($000) $812 Shares 69,316 Est. Cost $11.74 Unrealized
SHY ISHARES 1-3 YEAR TREASURY BOND ETF 0.1%
Value ($000) $810 Shares 9,403 Est. Cost $85.73 Unrealized
IBUY AMPLIFY ONLINE RETAIL ETF 0.1%
Value ($000) $810 Shares 7,411 Est. Cost $115.82 Unrealized
SHM SPDR NUVEEN BLOOMBERG SHORT TERM MUNICIPAL BOND ETF 0.1%
Value ($000) $809 Shares 16,380 Est. Cost $48.74 Unrealized
MRVL MARVELL TECHNOLOGY INC COM 0.1%
Value ($000) $808 Shares 13,405 Est. Cost $48.03 Unrealized +22.6%
IWP ISHARES RUSSELL MID-CAP GROWTH ETF 0.1%
Value ($000) $806 Shares 7,194 Est. Cost $99.83 Unrealized
VOX VANGUARD COMMUNICATION SERVICES ETF 0.1%
Value ($000) $803 Shares 5,701 Est. Cost $143.78 Unrealized
RWK INVESCO S&P MIDCAP 400 REVENUE ETF 0.1%
Value ($000) $799 Shares 9,157 Est. Cost $61.04 Unrealized
SCZ ISHARES MSCI EAFE SMALL-CAP ETF 0.1%
Value ($000) $795 Shares 10,686 Est. Cost $59.08 Unrealized
IWM ISHARES RUSSELL 2000 ETF 0.1%
Value ($000) $795 Shares 3,635 Est. Cost $180.15 Unrealized
BUNGE LIMITED COM 0.1%
Value ($000) $788 Shares 9,690 Est. Cost $79.36 Unrealized
MOS MOSAIC CO NEW COM 0.1%
Value ($000) $788 Shares 22,068 Est. Cost $27.38 Unrealized +5.7%
NUVEEN CR OPPORTUNITIES 2022 T COM 0.1%
Value ($000) $780 Shares 95,256 Est. Cost $9.09 Unrealized
AVGO BROADCOM INC COM 0.1%
Value ($000) $770 Shares 1,588 Est. Cost $30.58 Unrealized +45.4%
NFLX NETFLIX INC COM 0.1%
Value ($000) $769 Shares 1,260 Est. Cost $36.44 Unrealized +51.0%
BIG 5 SPORTING GOODS CORP COM 0.1%
Value ($000) $757 Shares 32,865 Est. Cost $19.40 Unrealized
F FORD MTR CO DEL COM 0.1%
Value ($000) $754 Shares 53,249 Est. Cost $7.70 Unrealized +34.1%
ITM VANECK INTERMEDIATE MUNI ETF 0.1%
Value ($000) $749 Shares 14,607 Est. Cost $33.10 Unrealized
IBM INTERNATIONAL BUSINESS MACHS COM 0.1%
Value ($000) $744 Shares 5,357 Est. Cost $94.86 Unrealized +18.2%
D DOMINION ENERGY INC COM 0.1%
Value ($000) $740 Shares 10,127 Est. Cost $59.42 Unrealized +5.1%
NUVEEN REAL ASSET INCOME & GRO COM 0.1%
Value ($000) $735 Shares 48,206 Est. Cost $14.17 Unrealized
FDX FEDEX CORP COM 0.1%
Value ($000) $730 Shares 3,327 Est. Cost $252.58 Unrealized -1.8%
GDX VANECK GOLD MINERS ETF 0.1%
Value ($000) $728 Shares 24,689 Est. Cost $27.69 Unrealized
MCHP MICROCHIP TECHNOLOGY INC. COM 0.1%
Value ($000) $725 Shares 4,720 Est. Cost $48.63 Unrealized +40.4%
CUBI CUSTOMERS BANCORP INC COM 0.1%
Value ($000) $722 Shares 16,775 Est. Cost $26.31 Unrealized +47.9%
ITW ILLINOIS TOOL WKS INC COM 0.1%
Value ($000) $719 Shares 3,478 Est. Cost $189.01 Unrealized +7.3%
BIL SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 0.1%
Value ($000) $718 Shares 7,855 Est. Cost $91.52 Unrealized
CSCO CISCO SYS INC COM 0.1%
Value ($000) $718 Shares 13,193 Est. Cost $40.50 Unrealized +21.6%
ENTG ENTEGRIS INC COM 0.1%
Value ($000) $717 Shares 5,694 Est. Cost $87.09 Unrealized +36.0%
QCLN FIRST TRUST NASDAQ CLEAN EDGE GREEN ENERGY ETF 0.1%
Value ($000) $715 Shares 11,426 Est. Cost $69.08 Unrealized
IAU ISHARES GOLD TRUST 0.1%
Value ($000) $699 Shares 20,913 Est. Cost $33.68 Unrealized
BAC BK OF AMERICA CORP COM 0.1%
Value ($000) $694 Shares 16,353 Est. Cost $34.13 Unrealized +5.7%
BFEB INNOVATOR U.S. EQUITY BUFFER ETF - FEBRUARY 0.1%
Value ($000) $688 Shares 22,327 Est. Cost $29.06 Unrealized
MMM 3M CO COM 0.1%
Value ($000) $680 Shares 3,875 Est. Cost $125.29 Unrealized +9.6%
ROST ROSS STORES INC COM 0.1%
Value ($000) $679 Shares 6,237 Est. Cost $99.77 Unrealized +14.2%
STOT SPDR DOUBLELINE SHORT DURATION TOTAL RETURN TACTICAL ETF 0.1%
Value ($000) $672 Shares 13,554 Est. Cost $49.69 Unrealized
XYZ SQUARE INC CL A 0.1%
Value ($000) $668 Shares 2,786 Est. Cost $194.29 Unrealized +32.2%
XLC COMMUNICATION SERVICES SELECT SECTOR SPDRA FUND 0.1%
Value ($000) $660 Shares 8,234 Est. Cost $73.16 Unrealized
ENPH ENPHASE ENERGY INC COM 0.1%
Value ($000) $660 Shares 4,401 Est. Cost $69.03 Unrealized +148.6%
NUVEEN DOW 30 DYNMC OVERWRT FD SHS 0.1%
Value ($000) $648 Shares 38,675 Est. Cost $16.65 Unrealized
ARKK ARK INNOVATION ETF 0.1%
Value ($000) $647 Shares 5,857 Est. Cost $125.14 Unrealized
IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF 0.1%
Value ($000) $647 Shares 10,779 Est. Cost $69.41 Unrealized
PM PHILIP MORRIS INTL INC COM 0.1%
Value ($000) $643 Shares 6,779 Est. Cost $56.44 Unrealized +43.6%
SRVR PACER BENCHMARK DATA & INFRASTRUCTURE REAL ESTATE SCTR ETF 0.1%
Value ($000) $641 Shares 16,475 Est. Cost $36.17 Unrealized
HON HONEYWELL INTL INC COM 0.1%
Value ($000) $639 Shares 3,010 Est. Cost $188.39 Unrealized +3.3%
FDN FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 0.1%
Value ($000) $625 Shares 2,650 Est. Cost $194.59 Unrealized
PAPR INNOVATOR U.S. EQUITY POWER BUFFER ETF - APRIL 0.1%
Value ($000) $621 Shares 21,724 Est. Cost $27.74 Unrealized
AMGN AMGEN INC COM 0.1%
Value ($000) $621 Shares 2,918 Est. Cost $150.99 Unrealized +32.6%
KO COCA COLA CO COM 0.1%
Value ($000) $615 Shares 11,725 Est. Cost $46.67 Unrealized +4.5%
ACWI ISHARES MSCI ACWI INDEX FUND 0.1%
Value ($000) $612 Shares 6,124 Est. Cost $74.25 Unrealized
PWR QUANTA SVCS INC COM 0.1%
Value ($000) $607 Shares 5,333 Est. Cost $94.18 Unrealized +5.6%
APTIV PLC SHS 0.1%
Value ($000) $606 Shares 4,067 Est. Cost $93.97 Unrealized
SGI TEMPUR SEALY INTL INC COM 0.1%
Value ($000) $605 Shares 13,036 Est. Cost $39.12 Unrealized +11.7%
VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 0.1%
Value ($000) $602 Shares 9,520 Est. Cost $62.83 Unrealized
MNST MONSTER BEVERAGE CORP NEW COM 0.1%
Value ($000) $598 Shares 6,731 Est. Cost $47.27 Unrealized 0.0%
FMB FIRST TRUST MANAGED MUNICIPAL ETF 0.1%
Value ($000) $597 Shares 10,515 Est. Cost $56.49 Unrealized
SWKS SKYWORKS SOLUTIONS INC COM 0.1%
Value ($000) $595 Shares 3,613 Est. Cost $158.60 Unrealized +2.0%
DVA DAVITA INC COM 0.1%
Value ($000) $582 Shares 5,008 Est. Cost $81.97 Unrealized +52.8%
XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF 0.1%
Value ($000) $578 Shares 11,007 Est. Cost $49.66 Unrealized
HORIZON THERAPEUTICS PUB L SHS 0.1%
Value ($000) $575 Shares 5,252 Est. Cost $109.48 Unrealized
CALAMOS STRATEGIC TOTAL RETURN COM SH BEN INT 0.1%
Value ($000) $570 Shares 32,168 Est. Cost $11.39 Unrealized
COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF 0.1%
Value ($000) $564 Shares 17,800 Est. Cost $31.69 Unrealized
ECL ECOLAB INC COM 0.1%
Value ($000) $553 Shares 2,651 Est. Cost $187.25 Unrealized +11.4%
COHEN & STEERS INFRASTRUCTURE COM 0.1%
Value ($000) $551 Shares 20,338 Est. Cost $28.68 Unrealized
AGG ISHARES CORE U.S. AGGREGATE BOND ETF 0.1%
Value ($000) $551 Shares 4,796 Est. Cost $114.35 Unrealized
ISRG INTUITIVE SURGICAL INC COM NEW 0.1%
Value ($000) $549 Shares 552 Est. Cost $189.13 Unrealized +77.6%
INVESCO BULLETSHARES 2023 CORPORATE BOND ETF 0.1%
Value ($000) $541 Shares 24,977 Est. Cost $21.68 Unrealized
CVX CHEVRON CORP NEW COM 0.1%
Value ($000) $539 Shares 5,311 Est. Cost $81.69 Unrealized +2.0%
XLB MATERIALS SELECT SECTOR SPDR FUND 0.1%
Value ($000) $534 Shares 6,749 Est. Cost $81.91 Unrealized
MCD MCDONALDS CORP COM 0.1%
Value ($000) $530 Shares 2,196 Est. Cost $140.92 Unrealized +53.2%
PKW INVESCO BUYBACK ACHIEVERS ETF 0.1%
Value ($000) $525 Shares 5,824 Est. Cost $64.49 Unrealized
UMC UNITED MICROELECTRONICS CORP SPON ADR NEW 0.1%
Value ($000) $522 Shares 45,688 Est. Cost $9.10 Unrealized
REGN REGENERON PHARMACEUTICALS COM 0.1%
Value ($000) $521 Shares 860 Est. Cost $466.94 Unrealized +32.2%
COWZ PACER US CASH COWS 100 ETF 0.1%
Value ($000) $514 Shares 11,766 Est. Cost $43.13 Unrealized
RTX RAYTHEON TECHNOLOGIES CORP COM 0.1%
Value ($000) $513 Shares 5,964 Est. Cost $66.44 Unrealized +16.5%
KMB KIMBERLY-CLARK CORP COM 0.1%
Value ($000) $506 Shares 3,819 Est. Cost $91.00 Unrealized +26.9%
XNTK SPDR NYSE TECHNOLOGY ETF 0.1%
Value ($000) $490 Shares 3,133 Est. Cost $144.74 Unrealized
COHEN & STEERS REIT & PFD & IN COM 0.1%
Value ($000) $485 Shares 18,900 Est. Cost $21.25 Unrealized
PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY 0.1%
Value ($000) $483 Shares 16,235 Est. Cost $29.64 Unrealized
EXP EAGLE MATLS INC COM 0.1%
Value ($000) $470 Shares 3,585 Est. Cost $139.91 Unrealized +0.0%
ALGN ALIGN TECHNOLOGY INC COM 0.1%
Value ($000) $470 Shares 706 Est. Cost $679.09 Unrealized 0.0%
DHI D R HORTON INC COM 0.1%
Value ($000) $468 Shares 5,577 Est. Cost $89.54 Unrealized -1.6%
PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH 0.1%
Value ($000) $466 Shares 15,193 Est. Cost $29.54 Unrealized
UPS UNITED PARCEL SERVICE INC CL B 0.1%
Value ($000) $464 Shares 2,547 Est. Cost $80.92 Unrealized +101.1%
ZM ZOOM VIDEO COMMUNICATIONS INC CL A 0.1%
Value ($000) $464 Shares 1,774 Est. Cost $276.94 Unrealized +21.7%
VAW VANGUARD MATERIALS INDEX FUND 0.1%
Value ($000) $457 Shares 2,635 Est. Cost $128.21 Unrealized
BSEP INNOVATOR U.S. EQUITY BUFFER ETF A SEPTEMBER 0.1%
Value ($000) $457 Shares 14,640 Est. Cost $31.22 Unrealized
APOLLO GLOBAL MGMT INC COM CL A 0.1%
Value ($000) $457 Shares 7,426 Est. Cost $61.54 Unrealized
SVB FINANCIAL GROUP COM 0.1%
Value ($000) $456 Shares 705 Est. Cost $646.81 Unrealized
SO SOUTHERN CO COM 0.1%
Value ($000) $453 Shares 7,315 Est. Cost $48.85 Unrealized +12.0%
XSLV INVESCO S&P SMALLCAP LOW VOLATILITY ETF 0.1%
Value ($000) $452 Shares 9,591 Est. Cost $49.01 Unrealized
PAYX PAYCHEX INC COM 0.1%
Value ($000) $447 Shares 3,970 Est. Cost $99.29 Unrealized 0.0%
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NOA K-1A ETF 0.1%
Value ($000) $446 Shares 21,185 Est. Cost $16.46 Unrealized
PSEP INNOVATOR U.S EQUITY POWER BUFFER ETF A SEPTEMBER 0.1%
Value ($000) $445 Shares 15,306 Est. Cost $29.07 Unrealized
INTU INTUIT COM 0.1%
Value ($000) $445 Shares 824 Est. Cost $424.57 Unrealized +23.5%
JCI JOHNSON CTLS INTL PLC SHS 0.1%
Value ($000) $444 Shares 6,515 Est. Cost $58.93 Unrealized +12.4%
INVESCO BULLETSHARES 2021 CORPORATE BOND ETF 0.1%
Value ($000) $441 Shares 20,911 Est. Cost $21.12 Unrealized
COP CONOCOPHILLIPS COM 0.1%
Value ($000) $437 Shares 6,449 Est. Cost $34.06 Unrealized +44.8%
EMHY ISHARES J.P. MORGAN EM HIGH YIELD BOND ETF 0.1%
Value ($000) $432 Shares 9,750 Est. Cost $46.23 Unrealized
FTSL FIRST TRUST SENIOR LOAN FUND 0.1%
Value ($000) $428 Shares 8,936 Est. Cost $47.90 Unrealized
NEM NEWMONT CORP COM 0.1%
Value ($000) $428 Shares 7,884 Est. Cost $52.20 Unrealized -1.6%
FAST FASTENAL CO COM 0.1%
Value ($000) $428 Shares 8,290 Est. Cost $20.43 Unrealized +19.5%
ERIC ERICSSON ADR B SEK 10 0.1%
Value ($000) $427 Shares 38,138 Est. Cost $13.19 Unrealized
CBNK CAPITAL BANCORP INC MD COM 0.1%
Value ($000) $427 Shares 17,767 Est. Cost $15.40 Unrealized +36.9%
UNP UNION PAC CORP COM 0.1%
Value ($000) $426 Shares 2,173 Est. Cost $195.24 Unrealized 0.0%
SHOP SHOPIFY INC CL A 0.1%
Value ($000) $424 Shares 313 Est. Cost $109.50 Unrealized +36.8%
IWO ISHARES RUSSELL 2000 GROWTH ETF 0.1%
Value ($000) $422 Shares 1,438 Est. Cost $294.61 Unrealized
BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF 0.1%
Value ($000) $421 Shares 19,636 Est. Cost $21.47 Unrealized
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF 0.1%
Value ($000) $420 Shares 18,933 Est. Cost $22.24 Unrealized
CNI CANADIAN NATL RY CO COM 0.1%
Value ($000) $418 Shares 3,618 Est. Cost $101.55 Unrealized 0.0%
MATX MATSON INC COM 0.1%
Value ($000) $416 Shares 5,153 Est. Cost $69.60 Unrealized 0.0%
ARKG ARK GENOMIC REVOLUTION ETF 0.1%
Value ($000) $416 Shares 5,570 Est. Cost $90.85 Unrealized
WALGREENS BOOTS ALLIANCE INC COM 0.1%
Value ($000) $412 Shares 8,762 Est. Cost $70.94 Unrealized
DELAWARE ENHANCED GLOBAL DIVID COM 0.1%
Value ($000) $410 Shares 40,509 Est. Cost $9.43 Unrealized
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF 0.1%
Value ($000) $410 Shares 18,554 Est. Cost $22.18 Unrealized
IQ HEDGE EVENT-DRIVEN TRACKER ETF 0.1%
Value ($000) $406 Shares 17,081 Est. Cost $23.52 Unrealized
BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF 0.1%
Value ($000) $405 Shares 17,654 Est. Cost $23.00 Unrealized
BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF 0.1%
Value ($000) $405 Shares 18,543 Est. Cost $21.88 Unrealized
SCHV SCHWAB U.S. LARGE-CAP VALUE ETF 0.1%
Value ($000) $400 Shares 5,934 Est. Cost $53.26 Unrealized
FDS FACTSET RESH SYS INC COM 0.1%
Value ($000) $400 Shares 1,013 Est. Cost $348.75 Unrealized 0.0%
HZO MARINEMAX INC COM 0.1%
Value ($000) $394 Shares 8,126 Est. Cost $52.16 Unrealized -4.3%
LMT LOCKHEED MARTIN CORP COM 0.1%
Value ($000) $388 Shares 1,123 Est. Cost $312.48 Unrealized +2.7%
LLY LILLY ELI & CO COM 0.1%
Value ($000) $385 Shares 1,667 Est. Cost $186.71 Unrealized +26.8%
INVESCO BULLETSHARES 2021 HIGH YIELD CORPORATE BOND ETF 0.1%
Value ($000) $384 Shares 16,714 Est. Cost $23.00 Unrealized
ADVENT CONV & INCOME FD COM 0.1%
Value ($000) $382 Shares 21,246 Est. Cost $16.23 Unrealized
AMD ADVANCED MICRO DEVICES INC COM 0.1%
Value ($000) $378 Shares 3,672 Est. Cost $80.82 Unrealized +26.5%
VDE VANGUARD ENERGY INDEX FUND 0.1%
Value ($000) $376 Shares 5,087 Est. Cost $53.32 Unrealized
AGM FEDERAL AGRIC MTG CORP CL C 0.1%
Value ($000) $374 Shares 3,448 Est. Cost $87.45 Unrealized -1.4%
ADI ANALOG DEVICES INC COM 0.1%
Value ($000) $373 Shares 2,228 Est. Cost $155.29 Unrealized 0.0%
LDUR PIMCO ENHANCED LOW DURATION ACTIVE EXCHANGE-TRADED FUND 0.1%
Value ($000) $368 Shares 3,612 Est. Cost $101.87 Unrealized
GRMN GARMIN LTD SHS 0.1%
Value ($000) $365 Shares 2,346 Est. Cost $147.43 Unrealized 0.0%
MDT MEDTRONIC PLC SHS 0.1%
Value ($000) $364 Shares 2,900 Est. Cost $87.83 Unrealized +29.2%
CMCSA COMCAST CORP NEW CL A 0.1%
Value ($000) $364 Shares 6,514 Est. Cost $37.01 Unrealized +38.9%
ROK ROCKWELL AUTOMATION INC COM 0.1%
Value ($000) $363 Shares 1,233 Est. Cost $249.16 Unrealized +14.3%
NVO NOVO-NORDISK A S ADR 0.1%
Value ($000) $363 Shares 3,775 Est. Cost $96.16 Unrealized
GLW CORNING INC COM 0.1%
Value ($000) $362 Shares 9,920 Est. Cost $33.60 Unrealized +5.0%
PGX INVESCO PREFERRED ETF 0.1%
Value ($000) $361 Shares 24,027 Est. Cost $14.40 Unrealized
QTEC FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND 0.1%
Value ($000) $359 Shares 2,275 Est. Cost $119.27 Unrealized
BX BLACKSTONE INC COM 0.1%
Value ($000) $358 Shares 3,078 Est. Cost $58.60 Unrealized +71.2%
UFPI UFP INDUSTRIES INC COM 0.1%
Value ($000) $356 Shares 5,236 Est. Cost $78.96 Unrealized -8.0%
SHYD VANECK SHORT HIGH YIELD MUNI ETF 0.1%
Value ($000) $353 Shares 14,065 Est. Cost $24.96 Unrealized
INVESCO BULLETSHARES 2022 CORPORATE BOND ETF 0.1%
Value ($000) $345 Shares 16,043 Est. Cost $21.61 Unrealized
FTNT FORTINET INC COM 0.1%
Value ($000) $344 Shares 1,179 Est. Cost $42.69 Unrealized +35.6%
CGW INVESCO S&P GLOBAL WATER INDEX ETF 0.1%
Value ($000) $343 Shares 6,141 Est. Cost $40.21 Unrealized
KR KROGER CO COM 0.1%
Value ($000) $340 Shares 8,407 Est. Cost $31.44 Unrealized +21.6%
ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 0.1%
Value ($000) $336 Shares 3,222 Est. Cost $116.91 Unrealized
SPDW SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF 0.1%
Value ($000) $336 Shares 9,277 Est. Cost $30.30 Unrealized
XHB SPDR S&P HOMEBUILDERS ETF 0.1%
Value ($000) $334 Shares 4,649 Est. Cost $73.15 Unrealized
PWB INVESCO DYNAMIC LARGE CAP GROWTH ETF 0.1%
Value ($000) $331 Shares 4,477 Est. Cost $44.93 Unrealized
NOK NOKIA CORP SPONSORED ADR 0.1%
Value ($000) $331 Shares 60,768 Est. Cost $4.03 Unrealized
BIO BIO RAD LABS INC CL A 0.0%
Value ($000) $329 Shares 441 Est. Cost $749.10 Unrealized 0.0%
LAMR LAMAR ADVERTISING CO NEW CL A 0.0%
Value ($000) $329 Shares 2,902 Est. Cost $66.71 Unrealized
NUSC NUVEEN ESG SMALL-CAP ETF 0.0%
Value ($000) $325 Shares 7,465 Est. Cost $43.02 Unrealized
TEKLA HEALTHCARE OPPORTUNITIES SHS 0.0%
Value ($000) $324 Shares 14,285 Est. Cost $21.94 Unrealized
BND VANGUARD TOTAL BOND MARKET INDEX FUND 0.0%
Value ($000) $320 Shares 3,739 Est. Cost $85.58 Unrealized
VT VANGUARD TOTAL WORLD STOCK INDEX FUND 0.0%
Value ($000) $318 Shares 3,121 Est. Cost $65.96 Unrealized
IDXX IDEXX LABS INC COM 0.0%
Value ($000) $318 Shares 512 Est. Cost $671.94 Unrealized 0.0%
VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND 0.0%
Value ($000) $318 Shares 793 Est. Cost $289.24 Unrealized
ASML ASML HOLDING N V N Y REGISTRY SHS 0.0%
Value ($000) $318 Shares 427 Est. Cost $744.73 Unrealized
BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 0.0%
Value ($000) $315 Shares 5,532 Est. Cost $55.42 Unrealized
BJAN INNOVATOR U.S. EQUITY BUFFER ETF - JANUARY 0.0%
Value ($000) $314 Shares 8,705 Est. Cost $33.02 Unrealized
VFH VANGUARD FINANCIALS INDEX FUND 0.0%
Value ($000) $314 Shares 3,387 Est. Cost $86.40 Unrealized
MGK VANGUARD MEGA CAP GROWTH ETF 0.0%
Value ($000) $314 Shares 1,339 Est. Cost $189.08 Unrealized
STLD STEEL DYNAMICS INC COM 0.0%
Value ($000) $314 Shares 5,376 Est. Cost $55.67 Unrealized +7.1%
MTD METTLER TOLEDO INTERNATIONAL COM 0.0%
Value ($000) $310 Shares 225 Est. Cost $1289.73 Unrealized +16.7%
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.0%
Value ($000) $306 Shares 2,069 Est. Cost $169.02 Unrealized
DOCU DOCUSIGN INC COM 0.0%
Value ($000) $306 Shares 1,187 Est. Cost $209.46 Unrealized +37.6%
CFG CITIZENS FINL GROUP INC COM 0.0%
Value ($000) $305 Shares 6,500 Est. Cost $33.89 Unrealized +7.4%
BUD ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 0.0%
Value ($000) $305 Shares 5,411 Est. Cost $103.96 Unrealized
TFX TELEFLEX INCORPORATED COM 0.0%
Value ($000) $305 Shares 809 Est. Cost $377.84 Unrealized 0.0%
FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF 0.0%
Value ($000) $304 Shares 14,822 Est. Cost $20.59 Unrealized
LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 0.0%
Value ($000) $302 Shares 2,267 Est. Cost $137.13 Unrealized
AEP AMERICAN ELEC PWR CO INC COM 0.0%
Value ($000) $302 Shares 3,720 Est. Cost $50.28 Unrealized +47.9%
DRAFTKINGS INC COM CL A 0.0%
Value ($000) $299 Shares 6,200 Est. Cost $48.23 Unrealized
HSY HERSHEY CO COM 0.0%
Value ($000) $293 Shares 1,733 Est. Cost $158.83 Unrealized 0.0%
FNX FIRST TRUST MID CAP CORE ALPHADEX FUND 0.0%
Value ($000) $293 Shares 2,995 Est. Cost $63.10 Unrealized
MCO MOODYS CORP COM 0.0%
Value ($000) $293 Shares 824 Est. Cost $363.20 Unrealized 0.0%
IUSG ISHARES CORE S&P U.S. GROWTH ETF 0.0%
Value ($000) $290 Shares 2,829 Est. Cost $102.51 Unrealized
DOW DOW INC COM 0.0%
Value ($000) $290 Shares 5,034 Est. Cost $37.91 Unrealized +26.1%
PFF ISHARES PREFERRED AND INCOME SECURITIES ETF 0.0%
Value ($000) $288 Shares 7,416 Est. Cost $37.24 Unrealized
FCX FREEPORT-MCMORAN INC CL B 0.0%
Value ($000) $287 Shares 8,837 Est. Cost $36.23 Unrealized -8.7%
CE CELANESE CORP DEL COM 0.0%
Value ($000) $286 Shares 1,896 Est. Cost $143.01 Unrealized 0.0%
RPV INVESCO S&P 500 PURE VALUE ETF 0.0%
Value ($000) $284 Shares 3,745 Est. Cost $75.83 Unrealized
PEJ INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF 0.0%
Value ($000) $281 Shares 5,575 Est. Cost $51.91 Unrealized
LAM RESEARCH CORP COM 0.0%
Value ($000) $281 Shares 493 Est. Cost $569.98 Unrealized
PIE INVESCO DWA EMERGING MARKETS MOMENTUM ETF 0.0%
Value ($000) $280 Shares 11,500 Est. Cost $18.60 Unrealized
ARISTA NETWORKS INC COM 0.0%
Value ($000) $278 Shares 808 Est. Cost $344.06 Unrealized
BMY BRISTOL-MYERS SQUIBB CO COM 0.0%
Value ($000) $278 Shares 4,701 Est. Cost $49.06 Unrealized +11.8%
MNA IQ MERGER ARBITRAGE ETF 0.0%
Value ($000) $275 Shares 8,373 Est. Cost $31.73 Unrealized
JKHY HENRY JACK & ASSOC INC COM 0.0%
Value ($000) $274 Shares 1,672 Est. Cost $162.72 Unrealized 0.0%
LIT GLOBAL X LITHIUM & BATTERY TECH ETF 0.0%
Value ($000) $273 Shares 3,327 Est. Cost $82.06 Unrealized
PMAY INNOVATOR U.S. EQUITY POWER BUFFER ETF - MAY 0.0%
Value ($000) $273 Shares 9,260 Est. Cost $29.48 Unrealized
SMB VANECK SHORT MUNI ETF 0.0%
Value ($000) $273 Shares 15,151 Est. Cost $18.04 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
CLNE CLEAN ENERGY FUELS CORP COM 0.0%
Value ($000) $271 Shares 33,200 Est. Cost $7.96 Unrealized 0.0%
IUSV ISHARES CORE S&P U.S. VALUE ETF 0.0%
Value ($000) $268 Shares 3,776 Est. Cost $70.97 Unrealized
CANADIAN PAC RY LTD COM 0.0%
Value ($000) $267 Shares 4,099 Est. Cost $65.14 Unrealized
TAN INVESCO SOLAR ETF 0.0%
Value ($000) $266 Shares 3,327 Est. Cost $98.76 Unrealized
AME AMETEK INC COM 0.0%
Value ($000) $266 Shares 2,147 Est. Cost $130.48 Unrealized 0.0%
CLX CLOROX CO DEL COM 0.0%
Value ($000) $264 Shares 1,591 Est. Cost $149.37 Unrealized 0.0%
GE GENERAL ELECTRIC CO COM NEW 0.0%
Value ($000) $263 Shares 2,556 Est. Cost $65.27 Unrealized -3.6%
SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF 0.0%
Value ($000) $263 Shares 4,273 Est. Cost $65.13 Unrealized
LMBS FIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF 0.0%
Value ($000) $262 Shares 5,178 Est. Cost $50.86 Unrealized
INVESCO BULLETSHARES 2022 HIGH YIELD CORPORATE BOND ETF 0.0%
Value ($000) $253 Shares 10,868 Est. Cost $23.34 Unrealized
IYY ISHARES DOW JONES U.S. ETF 0.0%
Value ($000) $253 Shares 2,346 Est. Cost $94.30 Unrealized
COHEN & STEERS QUALITY INCOME COM 0.0%
Value ($000) $252 Shares 16,906 Est. Cost $12.40 Unrealized
TSCO TRACTOR SUPPLY CO COM 0.0%
Value ($000) $249 Shares 1,229 Est. Cost $33.93 Unrealized +6.1%
VMWARE INC CL A COM 0.0%
Value ($000) $248 Shares 1,669 Est. Cost $148.59 Unrealized
CHD CHURCH & DWIGHT INC COM 0.0%
Value ($000) $246 Shares 2,975 Est. Cost $80.48 Unrealized 0.0%
USB US BANCORP DEL COM NEW 0.0%
Value ($000) $245 Shares 4,128 Est. Cost $46.66 Unrealized 0.0%
TEKLA LIFE SCIENCES INVS SH BEN INT 0.0%
Value ($000) $243 Shares 11,700 Est. Cost $20.77 Unrealized
OEF ISHARES S&P 100 ETF 0.0%
Value ($000) $243 Shares 1,231 Est. Cost $155.68 Unrealized
QFIN 360 DIGITECH INC AMERICAN DEP 0.0%
Value ($000) $242 Shares 11,889 Est. Cost $41.80 Unrealized
WFC WELLS FARGO CO NEW COM 0.0%
Value ($000) $241 Shares 5,182 Est. Cost $39.98 Unrealized +4.0%
IEX IDEX CORP COM 0.0%
Value ($000) $240 Shares 1,162 Est. Cost $210.22 Unrealized 0.0%
FLEETCOR TECHNOLOGIES INC COM 0.0%
Value ($000) $240 Shares 917 Est. Cost $261.72 Unrealized
HOLX HOLOGIC INC COM 0.0%
Value ($000) $234 Shares 3,170 Est. Cost $74.99 Unrealized 0.0%
GABELLI DIVID & INCOME TR COM 0.0%
Value ($000) $231 Shares 8,960 Est. Cost $23.97 Unrealized
WTRG ESSENTIAL UTILS INC COM 0.0%
Value ($000) $231 Shares 5,005 Est. Cost $46.98 Unrealized +3.1%
GILD GILEAD SCIENCES INC COM 0.0%
Value ($000) $229 Shares 3,280 Est. Cost $53.82 Unrealized +10.3%
IWC ISHARES MICRO-CAP ETF 0.0%
Value ($000) $228 Shares 1,581 Est. Cost $152.54 Unrealized
JEPI JPMORGAN EQUITY PREMIUM INCOME ETF 0.0%
Value ($000) $227 Shares 3,801 Est. Cost $59.72 Unrealized
AOM ISHARES MODERATE ALLOCATION FUND 0.0%
Value ($000) $227 Shares 5,079 Est. Cost $43.58 Unrealized
IRM IRON MTN INC NEW COM 0.0%
Value ($000) $226 Shares 5,195 Est. Cost $34.67 Unrealized +8.7%
ILCB ISHARES MORNINGSTAR US EQUITY ETF 0.0%
Value ($000) $218 Shares 3,600 Est. Cost $60.56 Unrealized
VV VANGUARD LARGE-CAP INDEX FUND 0.0%
Value ($000) $218 Shares 1,083 Est. Cost $185.56 Unrealized
NUVEEN QUALITY MUNCP INCOME FD COM 0.0%
Value ($000) $217 Shares 13,908 Est. Cost $16.03 Unrealized
PZA INVESCO NATIONAL AMT-FREE MUNICIPAL BOND ETF 0.0%
Value ($000) $215 Shares 7,990 Est. Cost $26.91 Unrealized
TSN TYSON FOODS INC CL A 0.0%
Value ($000) $215 Shares 2,726 Est. Cost $52.39 Unrealized +25.6%
IHI ISHARES U.S. MEDICAL DEVICES ETF 0.0%
Value ($000) $214 Shares 3,404 Est. Cost $62.87 Unrealized
PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF A DECEMBER 0.0%
Value ($000) $214 Shares 6,974 Est. Cost $29.06 Unrealized
DUK DUKE ENERGY CORP NEW COM NEW 0.0%
Value ($000) $213 Shares 2,187 Est. Cost $84.02 Unrealized +3.8%
TDTF FLEXSHARES IBOXX 5-YEAR TARGET DURATION TIPS INDEX FUND 0.0%
Value ($000) $210 Shares 7,525 Est. Cost $27.91 Unrealized
XLU UTILITIES SELECT SECTOR SPDR FUND 0.0%
Value ($000) $208 Shares 3,251 Est. Cost $63.98 Unrealized
TRI CONTL CORP COM 0.0%
Value ($000) $207 Shares 6,194 Est. Cost $34.04 Unrealized
ABNB AIRBNB INC COM CL A 0.0%
Value ($000) $206 Shares 1,228 Est. Cost $152.75 Unrealized 0.0%
TD TORONTO DOMINION BK ONT COM NEW 0.0%
Value ($000) $205 Shares 3,097 Est. Cost $69.96 Unrealized -4.7%
MPB MID PENN BANCORP INC COM 0.0%
Value ($000) $203 Shares 7,376 Est. Cost $23.45 Unrealized -1.1%
ADM ARCHER DANIELS MIDLAND CO COM 0.0%
Value ($000) $203 Shares 3,381 Est. Cost $52.97 Unrealized 0.0%
QQQM INVESCO NASDAQ 100 ETF 0.0%
Value ($000) $202 Shares 1,375 Est. Cost $146.91 Unrealized
AXP AMERICAN EXPRESS CO COM 0.0%
Value ($000) $201 Shares 1,198 Est. Cost $158.27 Unrealized 0.0%
NUVEEN SR INCOME FD COM 0.0%
Value ($000) $195 Shares 33,252 Est. Cost $6.53 Unrealized
CBRE GBL REAL ESTATE INC FD COM 0.0%
Value ($000) $113 Shares 13,538 Est. Cost $7.51 Unrealized
XAWPX ABERDEEN GLOBAL PREMIER PPTYS COM SH BEN INT 0.0%
Value ($000) $109 Shares 18,025 Est. Cost $5.07 Unrealized
BLACKROCK ENHANCED EQUITY DIVI COM 0.0%
Value ($000) $105 Shares 10,686 Est. Cost $9.83 Unrealized
AGENUS INC COM NEW 0.0%
Value ($000) $55 Shares 10,516 Est. Cost $5.23 Unrealized
RVLPQ OSMOTICA PHARMACEUTICALS PLC SHS 0.0%
Value ($000) $37 Shares 12,500 Est. Cost $3.36 Unrealized 0.0%
ZOMDF ZOMEDICA CORP COM 0.0%
Value ($000) $14 Shares 26,000 Est. Cost $1.63 Unrealized -63.9%