ABBV / AbbVie Inc.
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POOL / Pool Corporation
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NOK / Nokia Oyj - Depositary Receipt (Common Stock)
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BGRN / iShares Trust - iShares USD Green Bond ETF
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GOVERNMENT NATIONAL MTG ASSN CMO 2012-63 UL
/ (38378EC84) |
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CITIBANK NA CD
/ (17312QS83) |
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STATE BANK OF INDIA NEW YORK CD
/ (8562845Z3) |
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ILLINOIS ST GO BDS M/W
/ (452152EM9) |
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PALADIN ENERGY LIMITED COM
/ (Q7264T104) |
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SAFRA NATL BK NEW YORK NY CD
/ (78658RGF2) |
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SYNCHRONY BANK CD
/ (87165GL91) |
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TRACY CALIF OPER PARTNERSHIP J REV BDS CLBL
/ (892397GS3) |
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DISCOVER BANK CD
/ (254673A63) |
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FED /
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FED /
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GOLDMAN SACHS BK USA NEW YORK CD
/ (38149MQ55) |
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JP / Jupai Holdings Ltd - ADR
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JPMORGAN CHASE BANK NA CD INDEX LNKD
/ (48128UGT0) |
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GOLDMAN SACHS BK USA NEW YORK CD
/ (38149MP80) |
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MORGAN STANLEY BK NA SALT LAKE CD INDEX LNKD
/ (61765QYA1) |
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CREDIT SUISSE FIRST BOSTON MTG CMO 2005-8 IX-A-11
/ (2254582V9) |
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FED /
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GEISINGER AUTH PA HEALTH SYS R HLTH SYS REV BONDS
/ (368497DM2) |
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US912828V236 / United States Treasury Note/Bond
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US961017JS03 / Westmoreland County PA Municipal Authority Service Water Revenue
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SAFRA NATL BK NEW YORK NY CD
/ (78658RGG0) |
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US3137EADB22 / Freddie Mac Senior Note Bond
|
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US912828P469 / United States Treasury Note/Bond
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VBMFX / Vanguard Bond Index Funds - Vanguard Bond Index Fund Total Bond Market Index Fund
|
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US55265K6E43 / MASTR Asset Securitization Trust 2004-1
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FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
|
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PRU / Prudential Financial, Inc.
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MMC / Marsh & McLennan Companies, Inc.
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XOM / Exxon Mobil Corporation
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VGT / Vanguard World Fund - Vanguard Information Technology ETF
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US912810FS25 / United States Treasury Inflation Indexed Bonds
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CME / CME Group Inc.
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YUMC / Yum China Holdings, Inc.
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UNH / UnitedHealth Group Incorporated
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RIVN / Rivian Automotive, Inc.
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JPM / JPMorgan Chase & Co.
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MMM / 3M Company
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KO / The Coca-Cola Company
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VZ / Verizon Communications Inc.
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PFE / Pfizer Inc.
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BA / The Boeing Company
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CMCSA / Comcast Corporation
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COST / Costco Wholesale Corporation
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HD / The Home Depot, Inc.
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WSFS / WSFS Financial Corporation
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RTX / RTX Corporation
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SQ / Block, Inc.
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CTVA / Corteva, Inc.
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DOW / Dow Inc.
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PM / Philip Morris International Inc.
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WMT / Walmart Inc.
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VOX / Vanguard World Fund - Vanguard Communication Services ETF
|
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IWC / iShares Trust - iShares Micro-Cap ETF
|
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VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
|
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CSCO / Cisco Systems, Inc.
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NVS / Novartis AG - Depositary Receipt (Common Stock)
|
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GM / General Motors Company
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V / Visa Inc.
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DHR / Danaher Corporation
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IBM / International Business Machines Corporation
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MPC / Marathon Petroleum Corporation
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HIW / Highwoods Properties, Inc.
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ISRG / Intuitive Surgical, Inc.
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PFG / Principal Financial Group, Inc.
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FIS / Fidelity National Information Services, Inc.
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PANW / Palo Alto Networks, Inc.
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BYND / Beyond Meat, Inc.
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BR / Broadridge Financial Solutions, Inc.
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SLV / iShares Silver Trust
|
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VUG / Vanguard Index Funds - Vanguard Growth ETF
|
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GOOGL / Alphabet Inc.
|
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VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
|
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EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
|
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SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
|
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ZTS / Zoetis Inc.
|
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DIS / The Walt Disney Company
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JNJ / Johnson & Johnson
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BMY / Bristol-Myers Squibb Company
|
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AFL / Aflac Incorporated
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IYJ / iShares Trust - iShares U.S. Industrials ETF
|
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NUMV / Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
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UNP / Union Pacific Corporation
|
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NKTR / Nektar Therapeutics
|
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ILCG / iShares Trust - iShares Morningstar Growth ETF
|
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|
US35908MAA80 / FRONTIER COMMUNICATIONS HOLDINGS LLC 5.875% 11/01/2029
|
|
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HRL / Hormel Foods Corporation
|
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GRMN / Garmin Ltd.
|
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US22541QVP44 / CS FIRST BOSTON MORTGAGE SECURITIES CO.
|
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HYLN / Hyliion Holdings Corp.
|
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VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
|
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|
NVT / nVent Electric plc
|
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JCI / Johnson Controls International plc
|
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GLD / SPDR Gold Trust
|
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|
DWAS / Invesco Exchange-Traded Fund Trust II - Invesco Dorsey Wright SmallCap Momentum ETF
|
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|
ZION / Zions Bancorporation, National Association
|
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|
PSLV / Sprott Physical Silver Trust
|
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|
|
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
|
|
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|
|
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
|
|
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|
BLD / TopBuild Corp.
|
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|
NEE / NextEra Energy, Inc.
|
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DOW / Dow Inc.
|
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|
HOOD / Robinhood Markets, Inc.
|
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CZA / Invesco Exchange-Traded Fund Trust - Invesco Zacks Mid-Cap ETF
|
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|
ZNGA / Zynga Inc - Class A
|
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|
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
|
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|
MGC / Vanguard World Fund - Vanguard Mega Cap ETF
|
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|
MAGA / ETF Series Solutions - Point Bridge America First ETF
|
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|
TSLA / Tesla, Inc.
|
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|
TSLA / Tesla, Inc.
|
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|
|
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
|
|
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|
EFX / Equifax Inc.
|
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FEYE / FireEye Inc
|
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QQQ / Invesco QQQ Trust, Series 1
|
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NKE / NIKE, Inc.
|
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T / AT&T Inc.
|
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AAPL / Apple Inc.
|
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AAL / American Airlines Group Inc.
|
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TGT / Target Corporation
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BRK.B / Berkshire Hathaway Inc.
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MDU / MDU Resources Group, Inc.
|
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UBER / Uber Technologies, Inc.
|
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SPYX / SPDR Series Trust - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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OMRNY / OMRON Corporation - Depositary Receipt (Common Stock)
|
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SAIL / SailPoint, Inc.
|
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MDT / Medtronic plc
|
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C.WSA / Citigroup, Inc.
|
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|
US02209SAN36 / Altria Group Inc 2.85% 08/09/2022
|
|
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|
CHPT / ChargePoint Holdings, Inc.
|
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|
FAB / First Trust Exchange-Traded AlphaDEX Fund - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
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|
MCD / McDonald's Corporation
|
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BMTC / Bryn Mawr Bank Corp.
|
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CERN / Cerner Corp.
|
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INTC / Intel Corporation
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|
META / Meta Platforms, Inc.
|
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|
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
|
|
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|
PINS / Pinterest, Inc.
|
|
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|
AMT / American Tower Corporation
|
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|
IVW / iShares Trust - iShares S&P 500 Growth ETF
|
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|
ETN / Eaton Corporation plc
|
|
|
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|
MO / Altria Group, Inc.
|
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|
|
IWV / iShares Trust - iShares Russell 3000 ETF
|
|
|
|
|
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|
XCEM / Columbia ETF Trust II - Columbia EM Core ex-China ETF
|
|
|
|
|
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|
FBCG / Fidelity Covington Trust - Fidelity Blue Chip Growth ETF
|
|
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|
|
SBUX / Starbucks Corporation
|
|
|
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|
SYK / Stryker Corporation
|
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|
|
IYY / iShares Trust - iShares Dow Jones U.S. ETF
|
|
|
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|
CCL / Carnival Corporation & plc
|
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|
PNR / Pentair plc
|
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|
SVM / Silvercorp Metals Inc.
|
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|
LMT / Lockheed Martin Corporation
|
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|
|
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
|
|
|
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|
FNB / F.N.B. Corporation
|
|
|
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|
XEL / Xcel Energy Inc.
|
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|
ADBE / Adobe Inc.
|
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|
BX / Blackstone Inc.
|
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|
VAL.WS / Valaris Limited - Equity Warrant
|
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|
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
|
|
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|
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
|
|
|
|
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|
PTON / Peloton Interactive, Inc.
|
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MRK / Merck & Co., Inc.
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CP / Canadian Pacific Kansas City Limited
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|
CROX / Crocs, Inc.
|
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|
C / Citigroup Inc.
|
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|
CYBR / CyberArk Software Ltd.
|
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SHW / The Sherwin-Williams Company
|
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|
DAL / Delta Air Lines, Inc.
|
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|
LOB / Live Oak Bancshares, Inc.
|
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|
FTNT / Fortinet, Inc.
|
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|
XSD / SPDR Series Trust - SPDR S&P Semiconductor ETF
|
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|
SHOP / Shopify Inc.
|
|
|
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|
OKTA / Okta, Inc.
|
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|
DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
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|
ACA / Arcosa, Inc.
|
|
|
|
|
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|
|
AMZN / Amazon.com, Inc.
|
|
|
|
|
|
|
|
VHT / Vanguard World Fund - Vanguard Health Care ETF
|
|
|
|
|
|
|
|
IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
|
|
|
VUSB / Vanguard Bond Index Funds - Vanguard Ultra-Short Bond ETF
|
|
|
|
|
|
|
|
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
|
|
|
|
|
|
|
|
VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
|
|
|
|
|
|
|
|
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
|
|
|
|
|
|
|
|
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
|
|
|
|
|
|
|
|
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
|
|
|
|
|
|
|
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
|
|
|
|
|
|
|
|
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
|
|
|
|
|
|
|
|
IVV / iShares Trust - iShares Core S&P 500 ETF
|
|
|
|
|
|
|
|
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
|
|
|
|
|
|
|
|
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
|
|
|
|
|
|
|
|
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
|
|
|
|
|
|
|
|
SJM / The J. M. Smucker Company
|
|
|
|
|
|
|
|
IEUS / iShares Trust - iShares MSCI Europe Small-Cap ETF
|
|
|
|
|
|
|
|
IMCG / iShares Trust - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
|
|
HXL / Hexcel Corporation
|
|
|
|
|
|
|
|
SOXX / iShares Trust - iShares Semiconductor ETF
|
|
|
|
|
|
|
|
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
|
|
|
|
|
|
|
|
SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
|
|
|
|
|
|
|
|
DOCU / DocuSign, Inc.
|
|
|
|
|
|
|
|
SCHK / Schwab Strategic Trust - Schwab 1000 Index ETF
|
|
|
|
|
|
|
|
MSFT / Microsoft Corporation
|
|
|
|
|
|
|
|
TEL / TE Connectivity plc
|
|
|
|
|
|
|
|
UAL / United Airlines Holdings, Inc.
|
|
|
|
|
|
|
|
CATH / Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
|
|
BK / The Bank of New York Mellon Corporation
|
|
|
|
|
|
|
|
IWN / iShares Trust - iShares Russell 2000 Value ETF
|
|
|
|
|
|
|
|
ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
IHI / iShares Trust - iShares U.S. Medical Devices ETF
|
|
|
|
|
|
|
|
ZM / Zoom Communications Inc.
|
|
|
|
|
|
|
|
TT / Trane Technologies plc
|
|
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FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
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VPU / Vanguard World Fund - Vanguard Utilities ETF
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VTWO / Vanguard Scottsdale Funds - Vanguard Russell 2000 ETF
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NUMG / Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF
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ROST / Ross Stores, Inc.
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DXCM / DexCom, Inc.
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PNC / The PNC Financial Services Group, Inc.
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ZS / Zscaler, Inc.
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TJX / The TJX Companies, Inc.
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XBI / SPDR Series Trust - SPDR S&P Biotech ETF
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KR / The Kroger Co.
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FYBR / Frontier Communications Parent, Inc.
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PEP / PepsiCo, Inc.
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RAIL / FreightCar America, Inc.
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TMUS / T-Mobile US, Inc.
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WM / Waste Management, Inc.
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VTRS / Viatris Inc.
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AGEN / Agenus Inc.
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VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
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PYPL / PayPal Holdings, Inc.
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CRWD / CrowdStrike Holdings, Inc.
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COF / Capital One Financial Corporation
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IWM / iShares Trust - iShares Russell 2000 ETF
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LRCX / Lam Research Corporation
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VV / Vanguard Index Funds - Vanguard Large-Cap ETF
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CHKP / Check Point Software Technologies Ltd.
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VIGI / Vanguard Whitehall Funds - Vanguard International Dividend Appreciation ETF
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NORW / Global X Funds - Global X MSCI Norway ETF
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YUM / Yum! Brands, Inc.
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VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
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SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
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IJR / iShares Trust - iShares Core S&P Small-Cap ETF
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VB / Vanguard Index Funds - Vanguard Small-Cap ETF
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WFC / Wells Fargo & Company
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MA / Mastercard Incorporated
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TXT / Textron Inc.
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SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
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ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
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SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
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CI / The Cigna Group
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GOOG / Alphabet Inc.
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OTIS / Otis Worldwide Corporation
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IEFA / iShares Trust - iShares Core MSCI EAFE ETF
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IDXX / IDEXX Laboratories, Inc.
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FNDA / Schwab Strategic Trust - Schwab Fundamental U.S. Small Company ETF
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VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
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BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
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QCOM / QUALCOMM Incorporated
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SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
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VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
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PFF / iShares Trust - iShares Preferred and Income Securities ETF
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AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
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SPMD / SPDR Series Trust - SPDR Portfolio S&P 400 Mid Cap ETF
|
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LLY / Eli Lilly and Company
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IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
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VTRS / Viatris Inc.
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VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
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SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
|
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PLNT / Planet Fitness, Inc.
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ALLE / Allegion plc
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VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
|
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ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
|
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DLR / Digital Realty Trust, Inc.
|
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FULT / Fulton Financial Corporation
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FNDX / Schwab Strategic Trust - Schwab Fundamental U.S. Large Company ETF
|
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ALC / Alcon Inc.
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SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
|
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MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
|
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ORCL / Oracle Corporation
|
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TRV / The Travelers Companies, Inc.
|
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HAL / Halliburton Company
|
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|
QSR / Restaurant Brands International Inc.
|
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NUSC / Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
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|
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
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|
VSBIX / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury Index Fund Institutional Shares
|
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|
CSX / CSX Corporation
|
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|
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
|
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MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
|
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APD / Air Products and Chemicals, Inc.
|
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VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
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MDLZ / Mondelez International, Inc.
|
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GLW / Corning Incorporated
|
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|
F / Ford Motor Company
|
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|
TFC / Truist Financial Corporation
|
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|
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
|
|
|
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|
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
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|
HOG / Harley-Davidson, Inc.
|
|
|
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|
TRGP / Targa Resources Corp.
|
|
|
|
|
|
|
|
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
|
|
|
|
|
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
|
|
|
|
|
|
|
|
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
|
|
|
|
|
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|
MAR / Marriott International, Inc.
|
|
|
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|
|
CARR / Carrier Global Corporation
|
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|
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
|
|
|
|
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|
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
|
|
|
|
|
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|
|
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
|
|
|
|
|
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|
ICLN / iShares Trust - iShares Global Clean Energy ETF
|
|
|
|
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|
UGI / UGI Corporation
|
|
|
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|
DDD / 3D Systems Corporation
|
|
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|
VFC / V.F. Corporation
|
|
|
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|
|
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
|
|
|
|
|
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|
TXN / Texas Instruments Incorporated
|
|
|
|
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|
SYY / Sysco Corporation
|
|
|
|
|
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|
AEP / American Electric Power Company, Inc.
|
|
|
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|
|
PCF / High Income Securities Fund
|
|
|
|
|
|
|
|
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
|
|
|
|
|
|
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|
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
|
|
|
|
|
|
|
|
IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
AIG / American International Group, Inc.
|
|
|
|
|
|
|
|
DFAS / Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
|
|
VSS / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US Small-Cap ETF
|
|
|
|
|
|
|
|
NSC / Norfolk Southern Corporation
|
|
|
|
|
|
|
|
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
|
|
|
|
|
|
|
|
AMGN / Amgen Inc.
|
|
|
|
|
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|
|
CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
ROK / Rockwell Automation, Inc.
|
|
|
|
|
|
|
|
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
|
|
|
|
|
|
|
|
IWB / iShares Trust - iShares Russell 1000 ETF
|
|
|
|
|
|
|
|
TRN / Trinity Industries, Inc.
|
|
|
|
|
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|
|
INTU / Intuit Inc.
|
|
|
|
|
|
|
|
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
|
|
|
|
|
|
|
|
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
|
|
|
|
|
|
|
|
PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
|
|
|
|
|
|
|
|
WMK / Weis Markets, Inc.
|
|
|
|
|
|
|
|
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
|
|
|
|
|
|
|
|
FSMO / Fidelity Covington Trust - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
|
|
|
ADI / Analog Devices, Inc.
|
|
|
|
|
|
|
|
EFV / iShares Trust - iShares MSCI EAFE Value ETF
|
|
|
|
|
|
|
|
KIRK / Kirkland's, Inc.
|
|
|
|
|
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|
|
PFD / Flaherty & Crumrine Preferred Income Fund Inc.
|
|
|
|
|
|
|
|
IYT / iShares Trust - iShares U.S. Transportation ETF
|
|
|
|
|
|
|
|
ABM / ABM Industries Incorporated
|
|
|
|
|
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|
|
OGN / Organon & Co.
|
|
|
|
|
|
|
|
DNP / DNP Select Income Fund Inc.
|
|
|
|
|
|
|
|
KD / Kyndryl Holdings, Inc.
|
|
|
|
|
|
|
|
CINF / Cincinnati Financial Corporation
|
|
|
|
|
|
|
|
INSP / Inspire Medical Systems, Inc.
|
|
|
|
|
|
|
|
EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
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|
SIRI / Sirius XM Holdings Inc.
|
|
|
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