Market Value222,470
Total Holdings813
File Date2025-05-05
Original Filing (Click here)

All hedge funds or institutions that manage over $100M are required by the SEC to file quarterly reports on their holdings. These reports are called 13F reports. However, the filings are required the following quarter from the reporting period, which means that by the time the filing is made (and we see them), the information could be five months old.

For funds with long term positions that make few trades, the holdings might closely resemble their current holdings, even after several months. However, for funds that have high turnover, the holdings data we see might differ significantly from their current holdings. Institutions are required to report CALL and PUT options, and those positions are identified in the table. However, they are not required to report short positions.

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
DVAX / Dynavax Technologies Corporation
AEE / Ameren Corporation
PFG / Principal Financial Group, Inc.
MCD / McDonald's Corporation
PMAR / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - March
USHY / iShares Trust - iShares Broad USD High Yield Corporate Bond ETF
XPND / First Trust Exchange-Traded Fund VIII - First Trust Expanded Technology ETF
GNOM / Global X Funds - Global X Genomics & Biotechnology ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
AMT / American Tower Corporation
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
EQR / Equity Residential
JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
CTRA / Coterra Energy Inc.
NSC / Norfolk Southern Corporation
IVW / iShares Trust - iShares S&P 500 Growth ETF
JPC / Nuveen Preferred & Income Opportunities Fund
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
CALF / Pacer Funds Trust - Pacer US Small Cap Cash Cows ETF
EQ6 / EQT Corporation
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
IRDM / Iridium Communications Inc.
YJUN / First Trust Exchange-Traded Fund VIII - FT Vest International Equity Buffer ETF - June
IWR / iShares Trust - iShares Russell Mid-Cap ETF
MRP / Millrose Properties, Inc.
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
KD / Kyndryl Holdings, Inc.
HWM / Howmet Aerospace Inc.
ROKU / Roku, Inc.
VERSX / Vanguard Emerging Markets Stock Index Fund
FMDE / Fidelity Covington Trust - Fidelity Enhanced Mid Cap ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
COPX / Global X Funds - Global X Copper Miners ETF
VONV / Vanguard Scottsdale Funds - Vanguard Russell 1000 Value ETF
GOOGL / Alphabet Inc.
FPAG / Investment Managers Series Trust III - FPA Global Equity ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
APLD / Applied Digital Corporation
ABT / Abbott Laboratories
COST / Costco Wholesale Corporation
CHT / Chunghwa Telecom Co., Ltd. - Depositary Receipt (Common Stock)
SGH / SMART Global Holdings, Inc.
FRBA / First Bank
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
NJR / New Jersey Resources Corporation
OGIG / ALPS ETF Trust - ALPS | O'Shares Global Internet Giants ETF
CGUS / Capital Group Core Equity ETF
1SPGI / S&P Global Inc.
SOLV / Solventum Corporation
EXE / Expand Energy Corporation
GXO / GXO Logistics, Inc.
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
OLN / Olin Corporation
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
ETD / Ethan Allen Interiors Inc.
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July
FDX / FedEx Corporation
GEAR / Revelyst, Inc.
DFAI / Dimensional ETF Trust - Dimensional International Core Equity Market ETF
DFSD / Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
CHY / Calamos Convertible and High Income Fund
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
PINS / Pinterest, Inc.
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
AKAM / Akamai Technologies, Inc.
MISL / First Trust Exchange-Traded Fund - First Trust Indxx Aerospace & Defense ETF
BOXX / EA Series Trust - Alpha Architect 1-3 Month Box ETF
AVUS / American Century ETF Trust - Avantis U.S. Equity ETF
VKTX / Viking Therapeutics, Inc.
PBUS / Invesco Exchange-Traded Fund Trust II - Invesco MSCI USA ETF
CERT / Certara, Inc.
PM / Philip Morris International Inc.
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
COIN / Coinbase Global, Inc.
PANW / Palo Alto Networks, Inc.
ILCV / iShares Trust - iShares Morningstar Value ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
EFV / iShares Trust - iShares MSCI EAFE Value ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November
IYF / iShares Trust - iShares U.S. Financials ETF
PSA / Public Storage
WAB / Westinghouse Air Brake Technologies Corporation
PRU / Prudential Financial, Inc.
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
THS / TreeHouse Foods, Inc.
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
LIN / Linde plc
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
TXN / Texas Instruments Incorporated
GRID / First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
NNOX / Nano-X Imaging Ltd.
PBW / Pitney Bowes Inc.
DAL / Delta Air Lines, Inc.
SSYS / Stratasys Ltd.
MU_KZ / Micron Technology, Inc.
ITW / Illinois Tool Works Inc.
PFBC / Preferred Bank
COWG / Pacer Funds Trust - Pacer US Large Cap Cash Cows Growth Leaders ETF
AWF / AllianceBernstein Global High Income Fund
SMMV / iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF
JPSE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
MSFT / Microsoft Corporation
IGM / iShares Trust - iShares Expanded Tech Sector ETF
UYG / ProShares Trust - ProShares Ultra Financials
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
PEG / Public Service Enterprise Group Incorporated
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
NFTY / First Trust Exchange-Traded AlphaDEX Fund II - First Trust India NIFTY 50 Equal Weight ETF
BR / Broadridge Financial Solutions, Inc.
RMD / ResMed Inc.
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
HDV / iShares Trust - iShares Core High Dividend ETF
IDU / iShares Trust - iShares U.S. Utilities ETF
NNN / NNN REIT, Inc.
ABSI / Absci Corporation
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
AVLV / American Century ETF Trust - Avantis U.S. Large Cap Value ETF
OSUR / OraSure Technologies, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
PKG / Packaging Corporation of America
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
EA / Electronic Arts Inc.
PFE / Pfizer Inc.
GPN / Global Payments Inc.
SMCI / Super Micro Computer, Inc.
PSEP / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September
MA / Mastercard Incorporated
JPEF / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Focus ETF
GMAR / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March
FLQM / Franklin Templeton ETF Trust - Franklin U.S. Mid Cap Multifactor Index ETF
AWP / abrdn Global Premier Properties Fund
SDIV / Global X Funds - Global X SuperDividend ETF
EVV / Eaton Vance Limited Duration Income Fund
THQ / Abrdn Healthcare Opportunities Fund
PODD * / Insulet Corporation
GAB / The Gabelli Equity Trust Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
XOMCL / Exxon Mobil Corporation
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
ARTNA / Artesian Resources Corporation
GEN / Gen Digital Inc.
MAGS / Listed Funds Trust - Roundhill Magnificent Seven ETF
NSIT / Insight Enterprises, Inc.
PSTG / Pure Storage, Inc.
RDVI / First Trust Exchange-Traded Fund IV - FT Vest Rising Dividend Achievers Target Income ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
ORCL / Oracle Corporation
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
STBA / S&T Bancorp, Inc.
SGOV / iShares Trust - iShares 0-3 Month Treasury Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
LULU / lululemon athletica inc.
ELV / Elevance Health, Inc.
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
MKC / McCormick & Company, Incorporated
1HUBS / HubSpot, Inc.
CATCL / Caterpillar Inc.
0IK3 / FMC Corporation
8J0 / Tompkins Financial Corporation
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
BK / The Bank of New York Mellon Corporation
BRK.B / Berkshire Hathaway Inc.
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
MYLD / Cambria ETF Trust - Cambria Micro and SmallCap Shareholder Yield ETF
BSX / Boston Scientific Corporation
WMB / The Williams Companies, Inc.
CSX / CSX Corporation
IRM / Iron Mountain Incorporated
KR / The Kroger Co.
GEHC / GE HealthCare Technologies Inc.
ALL / The Allstate Corporation
SBUX / Starbucks Corporation
HD / The Home Depot, Inc.
F / Ford Motor Company
DOW / Dow Inc.
AMGN / Amgen Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
D / Dominion Energy, Inc.
VIVA.X / Vanguard Index Funds - Vanguard Value ETF
QQQ / Invesco QQQ Trust, Series 1
AMD / Advanced Micro Devices, Inc.
SJM / The J. M. Smucker Company
CL / Colgate-Palmolive Company
CCI / Crown Castle Inc.
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
MNST / Monster Beverage Corporation
PGHY / Invesco Exchange-Traded Fund Trust II - Invesco Global ex-US High Yield Corporate Bond ETF
SNPS / Synopsys, Inc.
IEP / Icahn Enterprises L.P.
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
HELO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
NEE / NextEra Energy, Inc.
LTH / Life Time Group Holdings, Inc.
ANET / Arista Networks Inc
1DOV / Dover Corporation
NOW / ServiceNow, Inc.
ALB / Albemarle Corporation
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
CRDO / Credo Technology Group Holding Ltd
HOG / Harley-Davidson, Inc.
HUM / Humana Inc.
HLN / Haleon plc - Depositary Receipt (Common Stock)
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
IBKR / Interactive Brokers Group, Inc.
BUG / Global X Funds - Global X Cybersecurity ETF
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
K67 / Fortrea Holdings Inc.
TMUS / T-Mobile US, Inc.
LUV / Southwest Airlines Co.
TBLU / Managed Portfolio Series - Tortoise Global Water ESG Fund
T / AT&T Inc.
ARISTA NETWORKS INC / Call (7570069EY)
BROADCOM INC / Call (7591139MI)
CELESTICA INC / Call (7686129XT)
HIMS &HERS HEALTH INC / Call (7207679XX)
INNODATA INC / Call (7528809MM)
INTEL CORP / Call (6952359WU)
INTERACTIVE BROKERS GROUP IN / Call (7525099CY)
META PLATFORMS INC / Call (7002199XX)
NVIDIA CORPORATION / Call (7526379MK)
NVIDIA CORPORATION / Call (7649019RR)
PALANTIR TECHNOLOGIES INC / Call (7439699QQ)
SUPER MICRO COMPUTER INC / Call (7493209SM)
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
IBM / International Business Machines Corporation
PLTR / Palantir Technologies Inc.
NTR / Nutrien Ltd.
DIG / ProShares Trust - ProShares Ultra Energy
AVUV / American Century ETF Trust - Avantis U.S. Small Cap Value ETF
ALPHABET INC / Call (7584109KG)
BFB / Brown-Forman Corp. - Class B
APP / AppLovin Corporation
ASML / ASML Holding N.V. - Depositary Receipt (Common Stock)
UNFI / United Natural Foods, Inc.
EOG / EOG Resources, Inc.
SYK / Stryker Corporation
LVHI / Legg Mason ETF Investment Trust - Franklin International Low Volatility High Dividend Index ETF
MDT / Medtronic plc
ISRG / Intuitive Surgical, Inc.
NVCR N / NovoCure Limited
CMI / Cummins Inc.
SLV / iShares Silver Trust
1LRCX / Lam Research Corporation
DYNF / BlackRock ETF Trust - iShares U.S. Equity Factor Rotation Active ETF
CTSH / Cognizant Technology Solutions Corporation
IBB / iShares Trust - iShares Biotechnology ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
FIS / Fidelity National Information Services, Inc.
TFC / Truist Financial Corporation
STX / Seagate Technology Holdings plc
0HBH / Air Products and Chemicals, Inc.
DE / Deere & Company
FTXP / Foothills Exploration, Inc.
BMY / Bristol-Myers Squibb Company
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
MCHP / Microchip Technology Incorporated
IDV / iShares Trust - iShares International Select Dividend ETF
PLD / Prologis, Inc.
NEMCL / Newmont Corporation
0M30 / Yum China Holdings, Inc.
JPM / JPMorgan Chase & Co.
TECB / iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF
XLG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Top 50 ETF
MDLZ / Mondelez International, Inc.
HEFA / iShares Trust - iShares Currency Hedged MSCI EAFE ETF
TCAF / T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
AVGO / Broadcom Inc.
WSBC / WesBanco, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
CPKC N / Canadian Pacific Kansas City Limited
C / Citigroup Inc.
AMBA / Ambarella, Inc.
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
IVLU / iShares Trust - iShares MSCI Intl Value Factor ETF
IEI / iShares Trust - iShares 3-7 Year Treasury Bond ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
ITB / iShares Trust - iShares U.S. Home Construction ETF
GLAD / Gladstone Capital Corporation
IWO / iShares Trust - iShares Russell 2000 Growth ETF
PDT / John Hancock Premium Dividend Fund
JFR / Nuveen Floating Rate Income Fund
GRNY / Tidal Trust III - Fundstrat Granny Shots US Large Cap ETF
BAP / Credicorp Ltd.
CENT / Central Garden & Pet Company
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
CHTR / Charter Communications, Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
COP / ConocoPhillips
PKB / Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF
DXCM / DexCom, Inc.
NEOG / Neogen Corporation
GAUG / First Trust Exchange Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - August
MS / Morgan Stanley
TECH / Bio-Techne Corporation
APTV / Aptiv PLC
JGRO / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
APO / Apollo Global Management, Inc.
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
CHPT / ChargePoint Holdings, Inc.
AVEM / American Century ETF Trust - Avantis Emerging Markets Equity ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VBIL / Vanguard Institutional Index Fund - 0-3 Months Treasury Bill ETF
BKR / Baker Hughes Company
QCJL / First Trust Exchange-Traded Fund VIII - FT Vest Nasdaq-100 Conservative Buffer ETF - July
GTN / Gray Media, Inc.
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
MET / MetLife, Inc.
PEAK / Healthpeak Properties, Inc.
XYL / Xylem Inc.
PDBC / Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
ICE / Intercontinental Exchange, Inc.
DLTR / Dollar Tree, Inc.
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
TSLA / Tesla, Inc.
EME / EMCOR Group, Inc.
WBA / Walgreens Boots Alliance, Inc.
EXC / Exelon Corporation
DG / Dollar General Corporation
GLD / SPDR Gold Trust
SWG / The Charles Schwab Corporation
SEIC / SEI Investments Company
DUK / Duke Energy Corporation
UNP / Union Pacific Corporation
NVDA / NVIDIA Corporation
AIZ / Assurant, Inc.
EL / The Estée Lauder Companies Inc.
0LC6 / Sysco Corporation
CRM / Salesforce, Inc.
EXAS / Exact Sciences Corporation
QLD / ProShares Trust - ProShares Ultra QQQ
CNR / Core Natural Resources, Inc.
TGT / Target Corporation
MPC / Marathon Petroleum Corporation
VSH / Vishay Intertechnology, Inc.
DTCR / Global X Funds - Global X Data Center & Digital Infrastructure ETF
RCL / Royal Caribbean Cruises Ltd.
SERV / Serve Robotics Inc.
CCEPA / Coca-Cola Europacific Partners PLC
BALL / Ball Corporation
SSO / ProShares Trust - ProShares Ultra S&P500
IGOV / iShares Trust - iShares International Treasury Bond ETF
LOW / Lowe's Companies, Inc.
IXC / iShares Trust - iShares Global Energy ETF
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
LCID / Lucid Group, Inc.
JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
CMG / Chipotle Mexican Grill, Inc.
GTX / Garrett Motion Inc.
EQIX / Equinix, Inc.
GOOGL / Alphabet Inc.
DGRO / iShares Trust - iShares Core Dividend Growth ETF
1URI / United Rentals, Inc.
CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
GD / General Dynamics Corporation
SYFI / AB Active ETFs, Inc. - AB Short Duration High Yield ETF
TT / Trane Technologies plc
PHM / PulteGroup, Inc.
FCX / Freeport-McMoRan Inc.
NKE / NIKE, Inc.
WY / Weyerhaeuser Company
SOFI / SoFi Technologies, Inc.
FTSM / First Trust Exchange Traded Fund IV - First Trust Enhanced Short Maturity ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
LH / Labcorp Holdings Inc.
SNOW / Snowflake Inc.
PCAR / PACCAR Inc
CC / The Chemours Company
VONG / Vanguard Scottsdale Funds - Vanguard Russell 1000 Growth ETF
SCHC / Schwab Strategic Trust - Schwab International Small-Cap Equity ETF
CARR / Carrier Global Corporation
BALT / Innovator ETFs Trust - Innovator Defined Wealth Shield ETF
MSTU / ETF Opportunities Trust - T-Rex 2X Long MSTR Daily Target ETF
SNDK / Sandisk Corporation
INVH / Invitation Homes Inc.
SLX / VanEck ETF Trust - VanEck Steel ETF
PSCT / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Information Technology ETF
UNVA / Unilever PLC - Depositary Receipt (Common Stock)
JMEE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Small & Mid Cap Enhanced Equity ETF
HIMS / Hims & Hers Health, Inc.
HYGV / FlexShares Trust - FlexShares High Yield Value-Scored Bond Index Fund
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
ROK / Rockwell Automation, Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
IYW / iShares Trust - iShares U.S. Technology ETF
FE / FirstEnergy Corp.
SOUN / SoundHound AI, Inc.
AGZ / iShares Trust - iShares Agency Bond ETF
DOGG / First Trust Exchange-Traded Fund IV - FT Vest DJIA Dogs 10 Target Income ETF
MRK / Merck & Co., Inc.
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
PPA / Invesco Exchange-Traded Fund Trust - Invesco Aerospace & Defense ETF
PYPL / PayPal Holdings, Inc.
AVRE / American Century ETF Trust - Avantis Real Estate ETF
INTC / Intel Corporation
ASTS / AST SpaceMobile, Inc.
AMP / Ameriprise Financial, Inc.
1WST / West Pharmaceutical Services, Inc.
KO / The Coca-Cola Company
DFIV / Dimensional ETF Trust - Dimensional International Value ETF
PEP / PepsiCo, Inc.
MRVL / Marvell Technology, Inc.
KNG / First Trust Exchange-Traded Fund IV - FT Vest S&P 500 Dividend Aristocrats Target Income ETF
JOBY / Joby Aviation, Inc.
GE / General Electric Company
ADBE / Adobe Inc.
DHI / D.R. Horton, Inc.
INDI / indie Semiconductor, Inc.
QCOM / QUALCOMM Incorporated
CMCS.A / Comcast Corporation
AXP / American Express Company
WDC / Western Digital Corporation
GWW / W.W. Grainger, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
ARKK / ARK ETF Trust - ARK Innovation ETF
VRT / Vertiv Holdings Co
BLK / BlackRock, Inc.
ACN / Accenture plc
SWK / Stanley Black & Decker, Inc.
IBIT / iShares Bitcoin Trust ETF
WDAY / Workday, Inc.
SMR / NuScale Power Corporation
ENB / Enbridge Inc.
SHW / The Sherwin-Williams Company
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
FOLD / Amicus Therapeutics, Inc.
TDG / TransDigm Group Incorporated
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
EW / Edwards Lifesciences Corporation
SHEL / Shell plc - Depositary Receipt (Common Stock)
FLEX / Flex Ltd.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
ETV / Eaton Vance Tax-Managed Buy-Write Opportunities Fund
USB / U.S. Bancorp
IONQ / IonQ, Inc.
NGG / National Grid plc - Depositary Receipt (Common Stock)
TOL / Toll Brothers, Inc.
OSK / Oshkosh Corporation
X / United States Steel Corporation
SEZL / Sezzle Inc.
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
AIQ / Global X Funds - Global X Artificial Intelligence & Technology ETF
CPNG / Coupang, Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
RELX / RELX PLC - Depositary Receipt (Common Stock)
EVG / Eaton Vance Short Duration Diversified Income Fund
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
SMH / VanEck ETF Trust - VanEck Semiconductor ETF
BSM / Black Stone Minerals, L.P. - Limited Partnership
LAZ / Lazard, Inc.
SDVY / First Trust Exchange-Traded Fund VI - First Trust SMID Cap Rising Dividend Achievers ETF
EIPI / First Trust Exchange-Traded Fund VIII - FT Energy Income Partners Enhanced Income ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
LVS / Las Vegas Sands Corp.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
ZTS / Zoetis Inc.
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
XMHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Quality ETF
DECK / Deckers Outdoor Corporation
DELL / Dell Technologies Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
AMLP / ALPS ETF Trust - Alerian MLP ETF
PATH / UiPath Inc.
CRWD / CrowdStrike Holdings, Inc.
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
UCON / First Trust Exchange-Traded Fund VIII - First Trust TCW Unconstrained Plus Bond ETF
TMO / Thermo Fisher Scientific Inc.
NOC / Northrop Grumman Corporation
1ROP / Roper Technologies, Inc.
GLW / Corning Incorporated
ALC / Alcon Inc.
MNDY / monday.com Ltd.
IWD / iShares Trust - iShares Russell 1000 Value ETF
CGGR / Capital Group Growth ETF
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
MSI / Motorola Solutions, Inc.
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
BX / Blackstone Inc.
ARM / Arm Holdings plc - Depositary Receipt (Common Stock)
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
GM / General Motors Company
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
USA / Liberty All-Star Equity Fund
PSX / Phillips 66
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
GEV / GE Vernova Inc.
AWK / American Water Works Company, Inc.
AVB / AvalonBay Communities, Inc.
ABBV / AbbVie Inc.
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
ARCC / Ares Capital Corporation
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
UPS / United Parcel Service, Inc.
CHVD / Chevron Corporation
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
KHC / The Kraft Heinz Company
MCK / McKesson Corporation
GOF / Guggenheim Strategic Opportunities Fund
ALK / Alaska Air Group, Inc.
CSCO / Cisco Systems, Inc.
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
DHR / Danaher Corporation
1KKR / KKR & Co. Inc.
PMAY / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - May
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
RITM / Rithm Capital Corp.
SNA / Snap-on Incorporated
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
MLM / Martin Marietta Materials, Inc.
BAC / Bank of America Corporation
QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
AMZN / Amazon.com, Inc.
HSY / The Hershey Company
NLY / Annaly Capital Management, Inc.
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
PTON / Peloton Interactive, Inc.
LRGF / iShares Trust - iShares U.S. Equity Factor ETF
GOOS / Canada Goose Holdings Inc.
IXN / iShares Trust - iShares Global Tech ETF
AMAT / Applied Materials, Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
DXYZ / Destiny Tech100 Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
PWR / Quanta Services, Inc.
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
0LMD / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
CW / Curtiss-Wright Corporation
IGA / Voya Global Advantage and Premium Opportunity Fund
JHG / Janus Henderson Group plc
V / Visa Inc.
GJR / Strats Trust For Procter & Gambel Security - Preferred Security
PNC / The PNC Financial Services Group, Inc.
SFLR / Innovator ETFs Trust - Innovator Equity Managed Floor ETF
PAR / Parker-Hannifin Corporation
VHT / Vanguard World Fund - Vanguard Health Care ETF
IDCC / InterDigital, Inc.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
QLTY / The 2023 ETF Series Trust II - GMO U.S. Quality ETF
FELG / Fidelity Covington Trust - Enhanced Large Cap Growth ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
FULT / Fulton Financial Corporation
WMT / Walmart Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IGD / Voya Global Equity Dividend and Premium Opportunity Fund
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
GOLD / Barrick Mining Corporation
META / Meta Platforms, Inc.
CBRL / Cracker Barrel Old Country Store, Inc.
RXRX / Recursion Pharmaceuticals, Inc.
0KPA / ProShares Trust - ProShares Ultra Dow30
PEJ / Invesco Exchange-Traded Fund Trust - Invesco Leisure and Entertainment ETF
VZ / Verizon Communications Inc.
GMAY / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - May
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
AAPL / Apple Inc.
MSTR / Strategy Inc
ESTC / Elastic N.V.
CNP / CenterPoint Energy, Inc.
FNF / Fidelity National Financial, Inc.
ZIMV / ZimVie Inc.
DIS / The Walt Disney Company
U / Unity Software Inc.
LDOS / Leidos Holdings, Inc.
CRSP / CRISPR Therapeutics AG
TDOC / Teladoc Health, Inc.
BHE / Benchmark Electronics, Inc.
IOVA / Iovance Biotherapeutics, Inc.
BUFB / Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
QPFF / American Century ETF Trust - American Century Quality Preferred ETF
ONLN / ProShares Trust - ProShares Online Retail ETF
ZBH / Zimmer Biomet Holdings, Inc.
GJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - June
HAL / Halliburton Company
RGTI / Rigetti Computing, Inc.
QUBT / Quantum Computing Inc.
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
PAWZ / ProShares Trust - ProShares Pet Care ETF
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
SPY / SPDR S&P 500 ETF
EMR / Emerson Electric Co.
EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
BNS / The Bank of Nova Scotia
VST / Vistra Corp.
CTAS / Cintas Corporation
NUE / Nucor Corporation
UNH / UnitedHealth Group Incorporated
SHOP / Shopify Inc.
ETN / Eaton Corporation plc
LMT / Lockheed Martin Corporation
RTX / RTX Corporation
AZO / AutoZone, Inc.
NFLX / Netflix, Inc.
INTU / Intuit Inc.
NET / Cloudflare, Inc.
CTVA / Corteva, Inc.
CNR / Canadian National Railway Company
IPG / The Interpublic Group of Companies, Inc.
DFS / Discover Financial Services
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
MMC / Marsh & McLennan Companies, Inc.
CCJ / Cameco Corporation
OHI / Omega Healthcare Investors, Inc.
VLO / Valero Energy Corporation
ENPH / Enphase Energy, Inc.
WEN / The Wendy's Company
HOOD / Robinhood Markets, Inc.
BCOD / The Boeing Company
ADSK / Autodesk, Inc.
MAR / Marriott International, Inc.
HPQ / HP Inc.
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
WM / Waste Management, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
TWLO / Twilio Inc.
ALAB / Astera Labs, Inc.
MO / Altria Group, Inc.
WFC / Wells Fargo & Company
CEG / Constellation Energy Corporation
CCL / Carnival Corporation & plc
SRPT / Sarepta Therapeutics, Inc.
REGN / Regeneron Pharmaceuticals, Inc.
AI / C3.ai, Inc.
OXY / Occidental Petroleum Corporation
DVN / Devon Energy Corporation
ECL / Ecolab Inc.
0LMO / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
LLY / Eli Lilly and Company
HON / Honeywell International Inc.
LEN / Lennar Corporation
EPD / Enterprise Products Partners L.P. - Limited Partnership
TSCO / Tractor Supply Company
YUM / Yum! Brands, Inc.
KMI / Kinder Morgan, Inc.
FANG / Diamondback Energy, Inc.
UBER / Uber Technologies, Inc.
GILD / Gilead Sciences, Inc.
0IRE / Fortive Corporation
CXW / CoreCivic, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
JNJ / Johnson & Johnson
QTUM / ETF Series Solutions - Defiance Quantum ETF
CVS / CVS Health Corporation
MMM / 3M Company
EIX / Edison International
BKNG / Booking Holdings Inc.
ADP / Automatic Data Processing, Inc.
WBD / Warner Bros. Discovery, Inc.
DEO / Diageo plc - Depositary Receipt (Common Stock)
HBAN / Huntington Bancshares Incorporated
LHX / L3Harris Technologies, Inc.
TJX / The TJX Companies, Inc.
COF / Capital One Financial Corporation
TPR / Tapestry, Inc.
TT6 / Tetra Tech, Inc.
LW / Lamb Weston Holdings, Inc.
OMC / Omnicom Group Inc.
CAG / Conagra Brands, Inc.
1LNG / Cheniere Energy, Inc.
FN / Fabrinet
ET / Energy Transfer LP - Limited Partnership
O / Realty Income Corporation
AGNC / AGNC Investment Corp.
STZ / Constellation Brands, Inc.
SLB N / Schlumberger Limited
GSCE / GS Connect S&P GSCI Enhanced Commodity Total Return ETN
CPB / The Campbell's Company
AJG / Arthur J. Gallagher & Co.
TROW / T. Rowe Price Group, Inc.
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
KLG / WK Kellogg Co
SAPA / SAP SE - Depositary Receipt (Common Stock)
BEN / Franklin Resources, Inc.
FIV / Fiserv, Inc.
IWM / iShares Trust - iShares Russell 2000 ETF
VITS.X / Vanguard Index Funds - Vanguard Total Stock Market ETF
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
VTRS / Viatris Inc.
OTIS / Otis Worldwide Corporation
UTHR / United Therapeutics Corporation
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
CDNS / Cadence Design Systems, Inc.
BDX / Becton, Dickinson and Company
CI / The Cigna Group
SLF N / Sun Life Financial Inc.
DLR / Digital Realty Trust, Inc.
MAIN / Main Street Capital Corporation
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
PPL / PPL Corporation
CRS / Carpenter Technology Corporation
VGT / Vanguard World Fund - Vanguard Information Technology ETF
CF / CF Industries Holdings, Inc.
SO / The Southern Company
IAU / iShares Gold Trust
REZI / Resideo Technologies, Inc.
BWXT / BWX Technologies, Inc.
LYB / LyondellBasell Industries N.V.
MTB / M&T Bank Corporation
IEV / iShares Trust - iShares Europe ETF
HPE / Hewlett Packard Enterprise Company
QSR / Restaurant Brands International Inc.
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
HT2 / Helen of Troy Limited
COWZ / Pacer Funds Trust - Pacer US Cash Cows 100 ETF
BAX / Baxter International Inc.
TRV / The Travelers Companies, Inc.
BN / Brookfield Corporation
0K0E / MercadoLibre, Inc.
COR / Cencora, Inc.
WEC / WEC Energy Group, Inc.
PGX / Invesco Exchange-Traded Fund Trust II - Invesco Preferred ETF
RSG / Republic Services, Inc.
WELL / Welltower Inc.
GSK / GSK plc - Depositary Receipt (Common Stock)
MANU / Manchester United plc
MUFG / Mitsubishi UFJ Financial Group, Inc. - Depositary Receipt (Common Stock)
OGN / Organon & Co.
HMC / Honda Motor Co., Ltd. - Depositary Receipt (Common Stock)
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
HUBB / Hubbell Incorporated
CB / Chubb Limited
JCI / Johnson Controls International plc
K / Kellanova
HSIC / Henry Schein, Inc.
AEP / American Electric Power Company, Inc.
KWR / Quaker Chemical Corporation
VMC / Vulcan Materials Company
ING / ING Groep N.V. - Depositary Receipt (Common Stock)
ADI / Analog Devices, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
SCI / Service Corporation International
VOX / Vanguard World Fund - Vanguard Communication Services ETF
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
NXPI / NXP Semiconductors N.V.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
NWBI / Northwest Bancshares, Inc.
AA / Alcoa Corporation
UGI / UGI Corporation
IR / Ingersoll Rand Inc.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
STWD / Starwood Property Trust, Inc.
ASIX / AdvanSix Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
WGHTQ / WW International, Inc.
HIG / The Hartford Insurance Group, Inc.
VNT / Vontier Corporation
VIS / Vanguard World Fund - Vanguard Industrials ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
KEYS / Keysight Technologies, Inc.
REET / iShares Trust - iShares Global REIT ETF
NVS / Novartis AG - Depositary Receipt (Common Stock)
IFRA / iShares Trust - iShares U.S. Infrastructure ETF
SOXX / iShares Trust - iShares Semiconductor ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
CGDV / Capital Group Dividend Value ETF
WU / The Western Union Company
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
ROAD / Construction Partners, Inc.
NFG / National Fuel Gas Company
WTRG / Essential Utilities, Inc.
GPC / Genuine Parts Company
LNT / Alliant Energy Corporation
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
BLD / TopBuild Corp.
DD / DuPont de Nemours, Inc.
FDL / First Trust Exchange-Traded Fund - First Trust Morningstar Dividend Leaders Index Fund
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
WMK / Weis Markets, Inc.
ALLE / Allegion plc
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
BHF / Brighthouse Financial, Inc.
BUFR / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Buffer ETF
TEL / TE Connectivity plc
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
VLTO / Veralto Corporation
PAYX / Paychex, Inc.
ELS / Equity LifeStyle Properties, Inc.
FEPI / ETF Opportunities Trust - REX FANG & Innovation Equity Premium Income ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
RNP / Cohen & Steers REIT and Preferred Income Fund, Inc.
GOOD / Gladstone Commercial Corporation
0LOD / Vanguard Specialized Funds - Vanguard Real Estate ETF
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
SCHE / Schwab Strategic Trust - Schwab Emerging Markets Equity ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
SPTL / SPDR Series Trust - SPDR Portfolio Long Term Treasury ETF
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
IGR / CBRE Global Real Estate Income Fund
FHI / Federated Hermes, Inc.
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
VRP / Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF
CUBI / Customers Bancorp, Inc.
PPG / PPG Industries, Inc.
FEZ / SPDR Index Shares Funds - SPDR EURO STOXX 50 ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
PGJ / Invesco Exchange-Traded Fund Trust - Invesco Golden Dragon China ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
PFEB / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - February
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
MDY / SPDR S&P MidCap 400 ETF Trust
BUFF / Innovator ETFs Trust - Innovator Laddered Allocation Power Buffer ETF
NPFD / Nuveen Variable Rate Preferred & Income Fund
UBSI / United Bankshares, Inc.
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
INDY / iShares Trust - iShares India 50 ETF
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
VAW / Vanguard World Fund - Vanguard Materials ETF
FXN / First Trust Exchange-Traded AlphaDEX Fund - First Trust Energy AlphaDEX Fund
DVY / iShares Trust - iShares Select Dividend ETF
BXMX / Nuveen S&P 500 Buy-Write Income Fund
VRTS / Virtus Investment Partners, Inc.
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
SDHY / PGIM Short Duration High Yield Opportunities Fund
JRS / Nuveen Real Estate Income Fund
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
ILCG / iShares Trust - iShares Morningstar Growth ETF
PKW / Invesco Exchange-Traded Fund Trust - Invesco BuyBack Achievers ETF
RPM / RPM International Inc.
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF