Market Value860,145,000
Total Holdings917
File Date2022-02-09
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.

Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
GLD / SPDR Gold Trust
SOLO / Electrameccanica Vehicles Corp.
DRI / Darden Restaurants, Inc.
ACWV / iShares, Inc. - iShares MSCI Global Min Vol Factor ETF
DRE / Duke Realty Corporation - Preferred Security
LNC / Lincoln National Corporation
PRU / Prudential Financial, Inc.
FVRR / Fiverr International Ltd.
AMRX / Amneal Pharmaceuticals, Inc.
SWCH / Switch Inc - Class A
KTB / Kontoor Brands, Inc.
CVE / Cenovus Energy Inc.
LYV / Live Nation Entertainment, Inc.
MDRX / Veradigm Inc.
ONB / Old National Bancorp
HRL / Hormel Foods Corporation
D / Dominion Energy, Inc.
UNIT / Uniti Group Inc.
IHI / iShares Trust - iShares U.S. Medical Devices ETF
ZBRA / Zebra Technologies Corporation
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
SBRA / Sabra Health Care REIT, Inc.
VBR / Vanguard Index Funds - Vanguard Small-Cap Value ETF
BRMK / Broadmark Realty Capital Inc
RDIV / Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
TBT / ProShares Trust - ProShares UltraShort 20+ Year Treasury
EXI / iShares Trust - iShares Global Industrials ETF
EDC / Direxion Shares ETF Trust - Direxion Daily MSCI Emerging Markets Bull 3X Shares
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
BKLN / Invesco Exchange-Traded Fund Trust II - Invesco Senior Loan ETF
MQY / BlackRock MuniYield Quality Fund, Inc.
FSK / FS KKR Capital Corp.
QAI / New York Life Investments ETF Trust - NYLI Hedge Multi-Strategy Tracker ETF
IDEV / iShares Trust - iShares Core MSCI International Developed Markets ETF
NNN / NNN REIT, Inc.
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
SPDW / SPDR Index Shares Funds - SPDR Portfolio Developed World ex-US ETF
MDLZ / Mondelez International, Inc.
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
BMRN / BioMarin Pharmaceutical Inc.
IGM / iShares Trust - iShares Expanded Tech Sector ETF
REZ / iShares Trust - iShares Residential and Multisector Real Estate ETF
WCLD / WisdomTree Trust - WisdomTree Cloud Computing Fund
SDG / iShares Trust - iShares MSCI Global Sustainable Development Goals ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
VOX / Vanguard World Fund - Vanguard Communication Services ETF
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
RWO / SPDR Index Shares Funds - SPDR Dow Jones Global Real Estate ETF
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
IUSB / iShares Trust - iShares Core Total USD Bond Market ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
TD / The Toronto-Dominion Bank
SPEM / SPDR Index Shares Funds - SPDR Portfolio Emerging Markets ETF
NS / NuStar Energy L.P. - Limited Partnership
SLYG / SPDR Series Trust - SPDR S&P 600 Small Cap Growth ETF
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
UTL / Unitil Corporation
NUDM / Nushares ETF Trust - Nuveen ESG International Developed Markets Equity ETF
STK / Columbia Seligman Premium Technology Growth Fund
SJNK / SPDR Series Trust - SPDR Bloomberg Short Term High Yield Bond ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
NFRA / FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
MXI / iShares Trust - iShares Global Materials ETF
KOMP / SPDR Series Trust - SPDR S&P Kensho New Economies Composite ETF
PAWZ / ProShares Trust - ProShares Pet Care ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
NBH / Neuberger Berman Municipal Fund Inc.
IYE / iShares Trust - iShares U.S. Energy ETF
GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
SCHW / The Charles Schwab Corporation
BLOK / Amplify ETF Trust - Amplify Transformational Data Sharing ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
DXJ / WisdomTree Trust - WisdomTree Japan Hedged Equity Fund
GCV / The Gabelli Convertible and Income Securities Fund Inc.
CAH / Cardinal Health, Inc.
SRLP / Sprague Resources LP - Unit
HDV / iShares Trust - iShares Core High Dividend ETF
IAK / iShares Trust - iShares U.S. Insurance ETF
ZG / Zillow Group, Inc.
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
KOF / Coca-Cola FEMSA, S.A.B. de C.V. - Depositary Receipt (Common Stock)
BLV / Vanguard Bond Index Funds - Vanguard Long-Term Bond ETF
AOM / iShares Trust - iShares Core 40/60 Moderate Allocation ETF
VRIG / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Variable Rate Investment Grade ETF
WOOD / iShares Trust - iShares Global Timber & Forestry ETF
CMP / Compass Minerals International, Inc.
BME / BlackRock Health Sciences Trust
DSL / DoubleLine Income Solutions Fund
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
AIN / Albany International Corp.
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
DBC / Invesco DB Commodity Index Tracking Fund
FOF / Cohen & Steers Closed-End Opportunity Fund, Inc.
IPAC / iShares Trust - iShares Core MSCI Pacific ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
DWX / SPDR Index Shares Funds - SPDR S&P International Dividend ETF
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
IGV / iShares Trust - iShares Expanded Tech-Software Sector ETF
NANR / SPDR Index Shares Funds - SPDR S&P North American Natural Resources ETF
CRBN / iShares Trust - iShares MSCI ACWI Low Carbon Target ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
DLN / WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund
EFA / iShares Trust - iShares MSCI EAFE ETF
ROBT / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Artificial Intelligence and Robotics ETF
EFO / ProShares Trust - ProShares Ultra MSCI EAFE
MMP / Magellan Midstream Partners L.P.
AMLP / ALPS ETF Trust - Alerian MLP ETF
DWM / WisdomTree Trust - WisdomTree International Equity Fund
IWN / iShares Trust - iShares Russell 2000 Value ETF
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
UTF / Cohen & Steers Infrastructure Fund, Inc
ICF / iShares Trust - iShares Select U.S. REIT ETF
UL / Unilever PLC - Depositary Receipt (Common Stock)
NEA / Nuveen AMT-Free Quality Municipal Income Fund
SHW / The Sherwin-Williams Company
DHR / Danaher Corporation
BFH / Bread Financial Holdings, Inc.
VBK / Vanguard Index Funds - Vanguard Small-Cap Growth ETF
IWV / iShares Trust - iShares Russell 3000 ETF
FLOT / iShares Trust - iShares Floating Rate Bond ETF
LTRPA / Liberty TripAdvisor Holdings, Inc.
FLRN / SPDR Series Trust - SPDR Bloomberg Investment Grade Floating Rate ETF
KMB / Kimberly-Clark Corporation
SLV / iShares Silver Trust
RPV / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Value ETF
CAT / Caterpillar Inc.
AWR / American States Water Company
NOC / Northrop Grumman Corporation
XSLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
FBIN / Fortune Brands Innovations, Inc.
WELL / Welltower Inc.
BLD / TopBuild Corp.
REPL / Replimune Group, Inc.
JETS / ETF Series Solutions - U.S. Global Jets ETF
EPP / iShares, Inc. - iShares MSCI Pacific ex Japan ETF
TEAM / Atlassian Corporation
TTD / The Trade Desk, Inc.
LEG / Leggett & Platt, Incorporated
IBDO / iShares Trust - iShares iBonds Dec 2023 Term Corporate ETF
VST / Vistra Corp.
ARKX / ARK ETF Trust - ARK Space Exploration & Innovation ETF
FCPI / Fidelity Covington Trust - Fidelity Stocks for Inflation ETF
NWSA / News Corporation
PMCB / PharmaCyte Biotech, Inc.
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
OTLY / Oatly Group AB - Depositary Receipt (Common Stock)
FLGE / Credit Suisse AG Nassau Branch - ZC SP ETN REDEEM 13/06/2024 USD 100
CXP / Columbia Property Trust Inc
SQQQ / ProShares Trust - ProShares UltraPro Short QQQ
DGS / WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund
IBDM / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2021 Term Corporate ETF
SCHO / Schwab Strategic Trust - Schwab Short-Term U.S. Treasury ETF
FLXN / Horizon Funds - Horizon Flexible Income ETF
NMG / Nouveau Monde Graphite Inc.
MASS / 908 Devices Inc.
US37954Y4677 / GLOBAL X E-COMMERCE ETF MUTUAL FUND
ROBO / Exchange Traded Concepts Trust - ROBO Global Robotics and Automation Index ETF
/ iShares iBoxx $ High Yield ex Oil & Gas Corporate Bond ETF
DOW / Dow Inc.
BAC.PRL / Bank of America Corporation - Preferred Stock
SOXX / iShares Trust - iShares Semiconductor ETF
RPT.PRD / RPT Realty - Preferred Security
/ SURO CAPITAL COR
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
YOLO / AdvisorShares Trust - AdvisorShares Pure Cannabis ETF
PARA / Paramount Global
STIP / iShares Trust - iShares 0-5 Year TIPS Bond ETF
CTT / CatchMark Timber Trust Inc - Class A
EET / ProShares Trust - ProShares Ultra MSCI Emerging Markets
VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
APRN / Blue Apron Holdings Inc - Class A
CSTL / Castle Biosciences, Inc.
PVH / PVH Corp.
SNOW / Snowflake Inc.
XVV / iShares Trust - iShares ESG Select Screened S&P 500 ETF
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
AYX / Alteryx, Inc.
FSST / Fidelity Covington Trust - Fidelity Sustainable U.S. Equity ETF
FDWM / Fidelity Covington Trust - Fidelity Women's Leadership ETF
JDD / Nuveen Diversified Dividend and Income Fund
COP / ConocoPhillips
DMTK / DermTech, Inc.
QNRX / Quoin Pharmaceuticals, Ltd. - Depositary Receipt (Common Stock)
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
VFC / V.F. Corporation
HYLB / DBX ETF Trust - Xtrackers USD High Yield Corporate Bond ETF
WWE / World Wrestling Entertainment, Inc. - Class A
AMH / American Homes 4 Rent
SUSB / iShares Trust - iShares ESG Aware 1-5 Year USD Corporate Bond ETF
OCGN / Ocugen, Inc.
OPEN / Opendoor Technologies Inc.
WDC / Western Digital Corporation
IPOD / Dune Acquisition Corporation II
LULU / lululemon athletica inc.
KO / The Coca-Cola Company
AJX / Great Ajax Corp.
AMAT / Applied Materials, Inc.
MS / Morgan Stanley
MDT / Medtronic plc
HIG / The Hartford Insurance Group, Inc.
EXAS / Exact Sciences Corporation
SPXL / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bull 3X Shares
FAST / Fastenal Company
MMM / 3M Company
VALE / Vale S.A. - Depositary Receipt (Common Stock)
DTD / WisdomTree Trust - WisdomTree U.S. Total Dividend Fund
PLNT / Planet Fitness, Inc.
NKE / NIKE, Inc.
ESRT / Empire State Realty Trust, Inc.
CRNC / Cerence Inc.
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
CSX / CSX Corporation
SRC / Spirit Realty Capital, Inc.
COIN / Coinbase Global, Inc.
PLUG / Plug Power Inc.
OCSL / Oaktree Specialty Lending Corporation
TM / Toyota Motor Corporation - Depositary Receipt (Common Stock)
APH / Amphenol Corporation
KEY / KeyCorp
ADM / Archer-Daniels-Midland Company
GOOGL / Alphabet Inc.
PPG / PPG Industries, Inc.
EBC / Eastern Bankshares, Inc.
CL / Colgate-Palmolive Company
DEO / Diageo plc - Depositary Receipt (Common Stock)
MGV / Vanguard World Fund - Vanguard Mega Cap Value ETF
JBLU / JetBlue Airways Corporation
CVNA / Carvana Co.
APA / APA Corporation
BKNG / Booking Holdings Inc.
M / Macy's, Inc.
ALL / The Allstate Corporation
INO / Inovio Pharmaceuticals, Inc.
ADSK / Autodesk, Inc.
WAB / Westinghouse Air Brake Technologies Corporation
IDV / iShares Trust - iShares International Select Dividend ETF
SCHP / Schwab Strategic Trust - Schwab U.S. TIPS ETF
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
EMNT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
SLYV / SPDR Series Trust - SPDR S&P 600 Small Cap Value ETF
NIM / Nuveen Select Maturities Municipal Fund
ANSS / ANSYS, Inc.
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
PBW / Invesco Exchange-Traded Fund Trust - Invesco WilderHill Clean Energy ETF
IAI / iShares Trust - iShares U.S. Broker-Dealers & Securities Exchanges ETF
OC / Owens Corning
ERX / Direxion Shares ETF Trust - Direxion Daily Energy Bull 2X Shares
KL / Kirkland Lake Gold Ltd
BIP / Brookfield Infrastructure Partners L.P. - Limited Partnership
ITEQ / Amplify ETF Trust - Amplify BlueStar Israel Technology ETF
SNA / Snap-on Incorporated
IYT / iShares Trust - iShares U.S. Transportation ETF
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
JBSS / John B. Sanfilippo & Son, Inc.
FIVG / ETF Series Solutions - Defiance Next Gen Connectivity ETF
EEMV / iShares, Inc. - iShares MSCI Emerging Markets Min Vol Factor ETF
IRBO / iShares Trust - iShares Robotics and Artificial Intelligence Multisector ETF
URE / ProShares Trust - ProShares Ultra Real Estate
SCHH / Schwab Strategic Trust - Schwab U.S. REIT ETF
NEWP / New Pacific Metals Corp.
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
NUAN / Nuance Communications Inc
AGZ / iShares Trust - iShares Agency Bond ETF
WMB / The Williams Companies, Inc.
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
IAT / iShares Trust - iShares U.S. Regional Banks ETF
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
FRT / Federal Realty Investment Trust
RCL / Royal Caribbean Cruises Ltd.
GKOS / Glaukos Corporation
HUM / Humana Inc.
ENB / Enbridge Inc.
ORCL / Oracle Corporation
AVNS / Avanos Medical, Inc.
GS / The Goldman Sachs Group, Inc.
LMT / Lockheed Martin Corporation
PEG / Public Service Enterprise Group Incorporated
POR / Portland General Electric Company
DGRO / iShares Trust - iShares Core Dividend Growth ETF
TRI / Thomson Reuters Corporation
KR / The Kroger Co.
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
DVN / Devon Energy Corporation
NOK / Nokia Oyj - Depositary Receipt (Common Stock)
HCA / HCA Healthcare, Inc.
ACB / Aurora Cannabis Inc.
HOG / Harley-Davidson, Inc.
NCLH / Norwegian Cruise Line Holdings Ltd.
IYF / iShares Trust - iShares U.S. Financials ETF
GRWG / GrowGeneration Corp.
EQX / Equinox Gold Corp.
BHP / BHP Group Limited - Depositary Receipt (Common Stock)
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
HUBS / HubSpot, Inc.
ABT / Abbott Laboratories
GE / General Electric Company
SDHY / PGIM Short Duration High Yield Opportunities Fund
UNP / Union Pacific Corporation
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
FLGT / Fulgent Genetics, Inc.
AMD / Advanced Micro Devices, Inc.
TTE / TotalEnergies SE - Depositary Receipt (Common Stock)
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
MRNA / Moderna, Inc.
SIRI / Sirius XM Holdings Inc.
AAL / American Airlines Group Inc.
HST / Host Hotels & Resorts, Inc.
FDX / FedEx Corporation
CREE / Cree, Inc.
SONY / Sony Group Corporation - Depositary Receipt (Common Stock)
REM / iShares Trust - iShares Mortgage Real Estate ETF
SUSL / iShares Trust - iShares ESG MSCI USA Leaders ETF
NVDA / NVIDIA Corporation
IBM / International Business Machines Corporation
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
BRPM / B. Riley Principal 150 Merger Corp - Class A
CERN / Cerner Corp.
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
VPL / Vanguard International Equity Index Funds - Vanguard FTSE Pacific ETF
CAJ / Canon Inc. - ADR
VICI / VICI Properties Inc.
XEL / Xcel Energy Inc.
CAR / Avis Budget Group, Inc.
STT / State Street Corporation
PPL / PPL Corporation
KSS / Kohl's Corporation
FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
CXW / CoreCivic, Inc.
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
SPXS / Direxion Shares ETF Trust - Direxion Daily S&P 500 Bear 3X Shares
BA / The Boeing Company
VZ / Verizon Communications Inc.
TIP / iShares Trust - iShares TIPS Bond ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
PM / Philip Morris International Inc.
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
IRM / Iron Mountain Incorporated
RTX / RTX Corporation
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
CI / The Cigna Group
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
CARR / Carrier Global Corporation
ADP / Automatic Data Processing, Inc.
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
COST / Costco Wholesale Corporation
MRK / Merck & Co., Inc.
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
CSCO / Cisco Systems, Inc.
VEU / Vanguard International Equity Index Funds - Vanguard FTSE All-World ex-US ETF
AFL / Aflac Incorporated
VCEB / Vanguard World Fund - Vanguard ESG U.S. Corporate Bond ETF
ACWI / iShares Trust - iShares MSCI ACWI ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
KMI / Kinder Morgan, Inc.
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
OTIS / Otis Worldwide Corporation
IVV / iShares Trust - iShares Core S&P 500 ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
NEAR / iShares U.S. ETF Trust - iShares Short Duration Bond Active ETF
T / AT&T Inc.
PEP / PepsiCo, Inc.
TXT / Textron Inc.
JNJ / Johnson & Johnson
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
AMGN / Amgen Inc.
ADI / Analog Devices, Inc.
META / Meta Platforms, Inc.
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VGT / Vanguard World Fund - Vanguard Information Technology ETF
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
AAPL / Apple Inc.
UNH / UnitedHealth Group Incorporated
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
CRM / Salesforce, Inc.
IVE / iShares Trust - iShares S&P 500 Value ETF
ONEQ / Fidelity Commonwealth Trust - Fidelity Nasdaq Composite Index ETF
IWM / iShares Trust - iShares Russell 2000 ETF
EMR / Emerson Electric Co.
TXN / Texas Instruments Incorporated
O / Realty Income Corporation
ISRG / Intuitive Surgical, Inc.
XOM / Exxon Mobil Corporation
ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
NEE / NextEra Energy, Inc.
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
PG / The Procter & Gamble Company
IR / Ingersoll Rand Inc.
DUK / Duke Energy Corporation
BUD / Anheuser-Busch InBev SA/NV - Depositary Receipt (Common Stock)
IPOF / Social Capital Hedosophia Holdings Corp VI - Class A
ISCG / iShares Trust - iShares Morningstar Small-Cap Growth ETF
KDNY / Chinook Therapeutics Inc
ALLE / Allegion plc
BAP / Credicorp Ltd.
WY / Weyerhaeuser Company
JWN / Nordstrom, Inc.
HTA / Healthcare Realty Trust Inc - Class A
MTD / Mettler-Toledo International Inc.
STX / Seagate Technology Holdings plc
HAL / Halliburton Company
IXN / iShares Trust - iShares Global Tech ETF
CVET / Covetrus Inc
ARCC / Ares Capital Corporation
IDEX / Ideanomics, Inc.
PLD / Prologis, Inc.
COKE / Coca-Cola Consolidated, Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
WTRE / WisdomTree Trust - WisdomTree New Economy Real Estate Fund
PSTH / Pershing Square Tontine Holdings Ltd - Class A
ESGV / Vanguard World Fund - Vanguard ESG U.S. Stock ETF
WPC / W. P. Carey Inc.
SO / The Southern Company
DLR / Digital Realty Trust, Inc.
BAC / Bank of America Corporation
EMN / Eastman Chemical Company
DKS / DICK'S Sporting Goods, Inc.
UNM / Unum Group
MCK / McKesson Corporation
APTV / Aptiv PLC
DFS / Discover Financial Services
AEM / Agnico Eagle Mines Limited
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ACN / Accenture plc
IWB / iShares Trust - iShares Russell 1000 ETF
C / Citigroup Inc. - Corporate Bond/Note
ETN / Eaton Corporation plc
TT / Trane Technologies plc
WEN / The Wendy's Company
FFIC / Flushing Financial Corporation
NWL / Newell Brands Inc.
IP / International Paper Company
CB / Chubb Limited
C.WSA / Citigroup, Inc.
TFSL / TFS Financial Corporation
CLX / The Clorox Company
DTE / DTE Energy Company
OKTA / Okta, Inc.
GEM / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GOOG / Alphabet Inc.
KKR / KKR & Co. Inc.
APD / Air Products and Chemicals, Inc.
IPO / Renaissance Capital Greenwich Funds - Renaissance IPO ETF
SPY / SPDR S&P 500 ETF Call
LUMN / Lumen Technologies, Inc.
SI / Shoulder Innovations, Inc.
NVS / Novartis AG - Depositary Receipt (Common Stock)
VOOV / Vanguard Admiral Funds - Vanguard S&P 500 Value ETF
FNDF / Schwab Strategic Trust - Schwab Fundamental International Equity ETF
GLW / Corning Incorporated
LADR / Ladder Capital Corp
CAG / Conagra Brands, Inc.
PYPL / PayPal Holdings, Inc.
ECL / Ecolab Inc.
STOR / Store Capital Corp
GNR / SPDR Index Shares Funds - SPDR S&P Global Natural Resources ETF
NI / NiSource Inc.
IXC / iShares Trust - iShares Global Energy ETF
TROW / T. Rowe Price Group, Inc.
LAD / Lithia Motors, Inc.
USIG / iShares Trust - iShares Broad USD Investment Grade Corporate Bond ETF
ACC / American Campus Communities Inc.
BUZZ / VanEck ETF Trust - VanEck Social Sentiment ETF
AMT / American Tower Corporation
PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
APLE / Apple Hospitality REIT, Inc.
AIVL / WisdomTree Trust - WisdomTree U.S. AI Enhanced Value Fund
IJK / iShares Trust - iShares S&P Mid-Cap 400 Growth ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
BGRN / iShares Trust - iShares USD Green Bond ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
SAP / SAP SE - Depositary Receipt (Common Stock)
TLRY / Tilray Brands, Inc.
RKLB / Rocket Lab Corporation
HSIC / Henry Schein, Inc.
TEVA / Teva Pharmaceutical Industries Limited - Depositary Receipt (Common Stock)
SMG / The Scotts Miracle-Gro Company
RDS.A / Shell Plc - ADR (Representing Ordinary Shares - Class A)
APTS / Preferred Apartment Communities Inc - Class A
PICB / Invesco Exchange-Traded Fund Trust II - Invesco International Corporate Bond ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
HRTX / Heron Therapeutics, Inc.
EVN / Eaton Vance Municipal Income Trust
CE / Celanese Corporation
HYD / VanEck ETF Trust - VanEck High Yield Muni ETF
FREL / Fidelity Covington Trust - Fidelity MSCI Real Estate Index ETF
PBCT / People`s United Financial Inc
MLM / Martin Marietta Materials, Inc.
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
EBAY / eBay Inc.
REZI / Resideo Technologies, Inc.
VMW / Vmware Inc. - Class A
CVS / CVS Health Corporation
BITO / ProShares Trust - ProShares Bitcoin ETF
MET.PRA / MetLife, Inc. - Preferred Stock
VSTO / Vista Outdoor Inc.
KNSL / Kinsale Capital Group, Inc.
RDFN / Redfin Corporation
ALK / Alaska Air Group, Inc.
ESGE / iShares, Inc. - iShares ESG Aware MSCI EM ETF
IBDN / BlackRock Institutional Trust Company N.A. - iShares iBonds Dec 2022 Term Corporate ETF
ELV / Elevance Health, Inc.
KYMR / Kymera Therapeutics, Inc.
GSV / Gold Standard Ventures Corp
GOLD / Barrick Mining Corporation
AEP / American Electric Power Company, Inc.
QS / QuantumScape Corporation
INTC / Intel Corporation
VER / VEREIT Inc
EVF / Eaton Vance Senior Income Trust
SPGP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 GARP ETF
ASO / Academy Sports and Outdoors, Inc.
FCPT / Four Corners Property Trust, Inc.
BNGO / Bionano Genomics, Inc.
NYCB / Flagstar Financial, Inc.
RBLX / Roblox Corporation
UPRO / ProShares Trust - ProShares UltraPro S&P500
ULST / SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF
RYE / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Energy ETF
GRNB / VanEck ETF Trust - VanEck Green Bond ETF
WM / Waste Management, Inc.
LTHM / Livent Corporation
CCL / Carnival Corporation & plc
MFC / HEXAOM
EPR / EPR Properties
CACI / CACI International Inc
FDLO / Fidelity Covington Trust - Fidelity Low Volatility Factor ETF
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
OXY.WS / Occidental Petroleum Corporation - Equity Warrant
EOG / EOG Resources, Inc.
DDOG / Datadog, Inc.
BK / The Bank of New York Mellon Corporation
BLNK / Blink Charging Co.
SQ / Block, Inc.
GRAB / Grab Holdings Limited
TMUS / T-Mobile US, Inc.
TRU / TransUnion
XYL / Xylem Inc.
WFC / Wells Fargo & Company
FPI / Farmland Partners Inc.
XT / iShares Trust - iShares Exponential Technologies ETF
ZIOP / Alaunos Therapeutics Inc
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
BLDP / Ballard Power Systems Inc.
UPS / United Parcel Service, Inc.
EZU / iShares, Inc. - iShares MSCI Eurozone ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
PFFR / ETFis Series Trust I - InfraCap REIT Preferred ETF
KD / Kyndryl Holdings, Inc.
QDF / FlexShares Trust - FlexShares Quality Dividend Index Fund
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
ISMD / Northern Lights Fund Trust IV - Inspire Small/Mid Cap ETF
GIM / Templeton Global Income Fund
CATC / Cambridge Bancorp
ZM / Zoom Communications Inc.
CWI / SPDR Index Shares Funds - SPDR MSCI ACWI ex-US ETF
RBBN / Ribbon Communications Inc.
DTM / DT Midstream, Inc.
NVG / Nuveen AMT-Free Municipal Credit Income Fund
SA / Seabridge Gold Inc.
BCE / BCE Inc.
INVH / Invitation Homes Inc.
OGN / Organon & Co.
USB / U.S. Bancorp
BNS / The Bank of Nova Scotia
LDEM / iShares Trust - iShares ESG MSCI EM Leaders ETF
IXJ / iShares Trust - iShares Global Healthcare ETF
MAS / Masco Corporation
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
BIV / Vanguard Bond Index Funds - Vanguard Intermediate-Term Bond ETF
BIBL / Northern Lights Fund Trust IV - Inspire 100 ETF
SCHZ / Schwab Strategic Trust - Schwab U.S. Aggregate Bond ETF
CNHI / CNH Industrial N.V.
LYB / LyondellBasell Industries N.V.
SWK / Stanley Black & Decker, Inc.
PFG / Principal Financial Group, Inc.
BEN / Franklin Resources, Inc.
AEO / American Eagle Outfitters, Inc.
IETC / iShares U.S. ETF Trust - iShares U.S. Tech Independence Focused ETF
ES / Eversource Energy
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SCI / Service Corporation International
RY / Royal Bank of Canada
EEMS / iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF
MO / Altria Group, Inc.
ABNB / Airbnb, Inc.
CWH / Camping World Holdings, Inc.
HPE / Hewlett Packard Enterprise Company
UVE / Universal Insurance Holdings, Inc.
BAM / Brookfield Asset Management Ltd.
NGG / National Grid plc - Depositary Receipt (Common Stock)
QNRX / Quoin Pharmaceuticals, Ltd. - Depositary Receipt (Common Stock)
DELL / Dell Technologies Inc.
SENS / Senseonics Holdings, Inc.
HSBC / HSBC Holdings plc - Depositary Receipt (Common Stock)
ENR / Energizer Holdings, Inc.
COF / Capital One Financial Corporation
SPHQ / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality ETF
NCR / NCR Corp.
PSTH.WS / Pershing Square Tontine Holdings, Ltd. Warrants, exercisable for one share of Class A f
NVT / nVent Electric plc
BSX / Boston Scientific Corporation
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
EWJ / iShares, Inc. - iShares MSCI Japan ETF
GM / General Motors Company
TA / TravelCenters of America Inc
NATI / National Instruments Corp.
ONL / Orion Properties Inc.
DKNG / DraftKings Inc.
BXP / Boston Properties, Inc.
TS / Tenaris S.A. - Depositary Receipt (Common Stock)
FNV / Franco-Nevada Corporation
MGM / MGM Resorts International
IYM / iShares Trust - iShares U.S. Basic Materials ETF
GILD / Gilead Sciences, Inc.
INCY / Incyte Corporation
TECS / Direxion Shares ETF Trust - Direxion Daily Technology Bear 3X Shares
VTR / Ventas, Inc.
SBUX / Starbucks Corporation
TFC / Truist Financial Corporation
MPLX / MPLX LP - Limited Partnership
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
PPT / Putnam Premier Income Trust
URTH / iShares, Inc. - iShares MSCI World ETF
B / Barrick Mining Corporation
MTB / M&T Bank Corporation
ILCG / iShares Trust - iShares Morningstar Growth ETF
IGHG / ProShares Trust - ProShares Investment Grade - Interest Rate Hedged
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
JCI / Johnson Controls International plc
CCJ / Cameco Corporation
SV4 / SVB Financial Group
CHWY / Chewy, Inc.
CPNG / Coupang, Inc.
ENVX / Enovix Corporation
EFV / iShares Trust - iShares MSCI EAFE Value ETF
PSR / Invesco Actively Managed Exchange-Traded Fund Trust - Invesco Active U.S. Real Estate ETF
BDJ / BlackRock Enhanced Equity Dividend Trust
PHB / Invesco Exchange-Traded Fund Trust II - Invesco Fundamental High Yield Corporate Bond ETF
PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
SPMB / SPDR Series Trust - SPDR Portfolio Mortgage Backed Bond ETF
WSR / Whitestone REIT
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
TNL / Travel + Leisure Co.
ERIC / Telefonaktiebolaget LM Ericsson (publ) - Depositary Receipt (Common Stock)
WOMN / Tidal Trust III - Impact Shares Women's Empowerment ETF
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
TBF / ProShares Trust - ProShares Short 20+ Year Treasury
PFXF / VanEck ETF Trust - VanEck Preferred Securities ex Financials ETF
PSTG / Pure Storage, Inc.
STAR / iStar Inc
RHS / Invesco Capital Management LLC - Invesco S&P 500 Equal Weight Consumer Staples ETF
VDE / Vanguard World Fund - Vanguard Energy ETF
VONE / Vanguard Scottsdale Funds - Vanguard Russell 1000 ETF
ET / Energy Transfer LP - Limited Partnership
PRGO / Perrigo Company plc
CNP / CenterPoint Energy, Inc.
FDRR / Fidelity Covington Trust - Fidelity Dividend ETF for Rising Rates
DIA / SPDR Dow Jones Industrial Average ETF Trust
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
GPC / Genuine Parts Company
MKC / McCormick & Company, Incorporated
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
DTH / WisdomTree Trust - WisdomTree International High Dividend Fund
PFM / Invesco Exchange-Traded Fund Trust - Invesco Dividend Achievers ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
PMM / Putnam Managed Municipal Income Trust
NSC / Norfolk Southern Corporation
FCG / First Trust Exchange-Traded Fund - First Trust Natural Gas ETF
ALC / Alcon Inc.
BOND / PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
MDY / SPDR S&P MidCap 400 ETF Trust
TDC / Teradata Corporation
MCO / Moody's Corporation
CCI / Crown Castle Inc.
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
FBT / First Trust Exchange-Traded Fund - First Trust NYSE Arca Biotechnology Index Fund
VTRS / Viatris Inc.
PENN / PENN Entertainment, Inc.
SYK / Stryker Corporation
MBB / iShares Trust - iShares MBS ETF
ITT / ITT Inc.
PSA / Public Storage
HBI / Hanesbrands Inc.
ZBH / Zimmer Biomet Holdings, Inc.
JAZZ / Jazz Pharmaceuticals plc
TGT / Target Corporation
ELME / Elme Communities
SUI / Sun Communities, Inc.
A / Agilent Technologies, Inc.
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
AG / First Majestic Silver Corp.
HBAN / Huntington Bancshares Incorporated
EVG / Eaton Vance Short Duration Diversified Income Fund
LAC / Lithium Americas Corp.
ASMLF / ASML Holding N.V.
WEX / WEX Inc.
EDIT / Editas Medicine, Inc.
UBA / Urstadt Biddle Properties, Inc. - Class A
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
ZTS / Zoetis Inc.
SYY / Sysco Corporation
DOW / Dow Inc.
VOD / Vodafone Group Public Limited Company - Depositary Receipt (Common Stock)
THG / The Hanover Insurance Group, Inc.
HPQ / HP Inc.
CSV / Carriage Services, Inc.
BHF / Brighthouse Financial, Inc.
ABB / ABB Ltd. - ADR
TAN / Invesco Exchange-Traded Fund Trust II - Invesco Solar ETF
HOOD / Robinhood Markets, Inc.
FISV / Fiserv, Inc.
R / Ryder System, Inc.
CRSP / CRISPR Therapeutics AG
CHGG / Chegg, Inc.
LNT / Alliant Energy Corporation
GSK / GSK plc - Depositary Receipt (Common Stock)
BMY / Bristol-Myers Squibb Company
ITW / Illinois Tool Works Inc.
F / Ford Motor Company
STAG / STAG Industrial, Inc.
WEC / WEC Energy Group, Inc.
DNUT / Krispy Kreme, Inc.
RPG / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Pure Growth ETF
GMRE / Global Medical REIT Inc.
DOV / Dover Corporation
NVO / Novo Nordisk A/S - Depositary Receipt (Common Stock)
BDX / Becton, Dickinson and Company
TSLA / Tesla, Inc.
KHC / The Kraft Heinz Company
DPZ / Domino's Pizza, Inc.
CTVA / Corteva, Inc.
ZS / Zscaler, Inc.
JOBY / Joby Aviation, Inc.
ASIX / AdvanSix Inc.
DMYI.U / dMY Technology Group, Inc. III Units, each consisting of one share of Class A common stock and one-f
AFRM / Affirm Holdings, Inc.
NVAX / Novavax, Inc.
SPOT / Spotify Technology S.A.
LIFE / aTyr Pharma, Inc.
AZN / AstraZeneca PLC - Depositary Receipt (Common Stock)
EXPD / Expeditors International of Washington, Inc.
TRMB / Trimble Inc.
PTE / PolarityTE Inc
SKT / Tanger Inc.
WHR / Whirlpool Corporation
UBER / Uber Technologies, Inc.
BURL / Burlington Stores, Inc.
BAX / Baxter International Inc.
OLN / Olin Corporation
PINS / Pinterest, Inc.
WCN / Waste Connections, Inc.
HII / Huntington Ingalls Industries, Inc.
BP / BP p.l.c. - Depositary Receipt (Common Stock)
IBB / iShares Trust - iShares Biotechnology ETF
SNY / Sanofi - Depositary Receipt (Common Stock)
PNR / Pentair plc
EA / Electronic Arts Inc.
HSY / The Hershey Company
XRAY / DENTSPLY SIRONA Inc.
ABR / Arbor Realty Trust, Inc.
AMC / AMC Entertainment Holdings, Inc.
HES / Hess Corporation
WMT / Walmart Inc.
SOFI / SoFi Technologies, Inc.
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
UTHR / United Therapeutics Corporation
REG / Regency Centers Corporation
AWK / American Water Works Company, Inc.
IRT / Independence Realty Trust, Inc.
PNC / The PNC Financial Services Group, Inc.
LCID / Lucid Group, Inc.
UFPT / UFP Technologies, Inc.
DIN / Dine Brands Global, Inc.
AVB / AvalonBay Communities, Inc.
MPW / Medical Properties Trust, Inc.
CGC / Canopy Growth Corporation
ATO / Atmos Energy Corporation
ALV / Autoliv, Inc.
ULBI / Ultralife Corporation
OEF / iShares Trust - iShares S&P 100 ETF
CVAC / CureVac N.V.
MU / Micron Technology, Inc.
TRV / The Travelers Companies, Inc.
OMC / Omnicom Group Inc.
WAT / Waters Corporation
SAN / Banco Santander, S.A. - Depositary Receipt (Common Stock)
KIM / Kimco Realty Corporation
PSX / Phillips 66
PAYX / Paychex, Inc.
OXY / Occidental Petroleum Corporation
SLB / Schlumberger Limited
FEYE / FireEye Inc
CMI / Cummins Inc.
ZNGA / Zynga Inc - Class A
TXG / 10x Genomics, Inc.
SCCO / Southern Copper Corporation
GSG / iShares S&P GSCI Commodity-Indexed Trust
AMCR / Amcor plc
ARLO / Arlo Technologies, Inc.
MAIN / Main Street Capital Corporation
BRX / Brixmor Property Group Inc.
DOC / Healthpeak Properties, Inc.
NET / Cloudflare, Inc.
SVC / Service Properties Trust
APPN / Appian Corporation
AXP / American Express Company
ROP / Roper Technologies, Inc.
NLY / Annaly Capital Management, Inc.
QRVO / Qorvo, Inc.
WYNN / Wynn Resorts, Limited
WRK / WestRock Company
FE / FirstEnergy Corp.
PDO / Pimco Dynamic Income Opportunities Fund
DAL / Delta Air Lines, Inc.
K / Kellanova
ADNT / Adient plc
ESTC / Elastic N.V.
FRGI / Fiesta Restaurant Group Inc
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
XRX / Xerox Holdings Corporation
GWRE / Guidewire Software, Inc.
LUV / Southwest Airlines Co.
BABA / Alibaba Group Holding Limited - Depositary Receipt (Common Stock)
RUN / Sunrun Inc.
ED / Consolidated Edison, Inc.
MSI / Motorola Solutions, Inc.
CMA / Comerica Incorporated
ROKU / Roku, Inc.
WKHS / Workhorse Group Inc.
BIIB / Biogen Inc.
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
YETI / YETI Holdings, Inc.
HE / Hawaiian Electric Industries, Inc.
TRVG / trivago N.V. - Depositary Receipt (Common Stock)
NFLX / Netflix, Inc.
CRWD / CrowdStrike Holdings, Inc.
PLTR / Palantir Technologies Inc.
IHF / iShares Trust - iShares U.S. Healthcare Providers ETF
NWSA / News Corporation
WBA / Walgreens Boots Alliance, Inc.
CHRW / C.H. Robinson Worldwide, Inc.
LMND / Lemonade, Inc.
NIO / NIO Inc. - Depositary Receipt (Common Stock)
ACM / AECOM
EGF / BlackRock Enhanced Government Fund, Inc.
ACAD / ACADIA Pharmaceuticals Inc.
PFLT / PennantPark Floating Rate Capital Ltd.
SYF / Synchrony Financial
ETSY / Etsy, Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
TTOO / T2 Biosystems, Inc.
VERU / Veru Inc.
SHV / iShares Trust - iShares Short Treasury Bond ETF
VYGR / Voyager Therapeutics, Inc.
ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF
HON / Honeywell International Inc.
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF
WSO / Watsco, Inc.
DE / Deere & Company
BNDX / Vanguard Charlotte Funds - Vanguard Total International Bond ETF
RESP / WisdomTree Trust - WisdomTree U.S. ESG Fund
IGR / CBRE Global Real Estate Income Fund
TJX / The TJX Companies, Inc.
MAR / Marriott International, Inc.
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
YUM / Yum! Brands, Inc.
EPD / Enterprise Products Partners L.P. - Limited Partnership
BNDW / Vanguard Scottsdale Funds - Vanguard Total World Bond ETF
VXUS / Vanguard STAR Funds - Vanguard Total International Stock ETF
DVY / iShares Trust - iShares Select Dividend ETF
IWF / iShares Trust - iShares Russell 1000 Growth ETF
BX / Blackstone Inc.
IYW / iShares Trust - iShares U.S. Technology ETF
BRK.B / Berkshire Hathaway Inc.
IWD / iShares Trust - iShares Russell 1000 Value ETF
YUMC / Yum China Holdings, Inc.
GD / General Dynamics Corporation
DIS / The Walt Disney Company
CVX / Chevron Corporation
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
MA / Mastercard Incorporated
GTX / Garrett Motion Inc.
QQQ / Invesco QQQ Trust, Series 1
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
IDXX / IDEXX Laboratories, Inc.
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
AMZN / Amazon.com, Inc.
BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
MUB / iShares Trust - iShares National Muni Bond ETF
ESGD / iShares Trust - iShares ESG Aware MSCI EAFE ETF
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
QCOM / QUALCOMM Incorporated
TMO / Thermo Fisher Scientific Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
VPU / Vanguard World Fund - Vanguard Utilities ETF
SUSC / iShares Trust - iShares ESG Aware USD Corporate Bond ETF
IVW / iShares Trust - iShares S&P 500 Growth ETF
HD / The Home Depot, Inc.
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
VXF / Vanguard Index Funds - Vanguard Extended Market ETF
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
SMMD / iShares Trust - iShares Russell 2500 ETF
VUG / Vanguard Index Funds - Vanguard Growth ETF
ESML / iShares Trust - iShares ESG Aware MSCI USA Small-Cap ETF
SLQD / iShares Trust - iShares 0-5 Year Investment Grade Corporate Bond ETF
VT / Vanguard International Equity Index Funds - Vanguard Total World Stock ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
IYG / iShares Trust - iShares U.S. Financial Services ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SPY / SPDR S&P 500 ETF
V / Visa Inc.
IEUR / iShares Trust - iShares Core MSCI Europe ETF
TEL / TE Connectivity plc
JPM / JPMorgan Chase & Co.
ICSH / iShares U.S. ETF Trust - iShares Ultra Short Duration Bond Active ETF
EWC / iShares, Inc. - iShares MSCI Canada ETF
PFE / Pfizer Inc.
VSGX / Vanguard World Fund - Vanguard ESG International Stock ETF
EAGG / iShares Trust - iShares ESG Aware U.S. Aggregate Bond ETF
NUBD / NuShares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
IAGG / iShares Trust - iShares Core International Aggregate Bond ETF
VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
GIS / General Mills, Inc.
MCD / McDonald's Corporation
LOW / Lowe's Companies, Inc.
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
MSFT / Microsoft Corporation
AVGO / Broadcom Inc.
AMP / Ameriprise Financial, Inc.
WTRG / Essential Utilities, Inc.
CMCSA / Comcast Corporation
LLY / Eli Lilly and Company
GCC / WisdomTree Trust - WisdomTree Enhanced Commodity Strategy Fund
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
ABBV / AbbVie Inc.
SSO / ProShares Trust - ProShares Ultra S&P500