| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
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| JENSX / Jensen Quality Growth Fund Inc (The) - Jensen Quality Growth Fund Class J
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| SIRI / Sirius XM Holdings Inc.
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| SDY / SPDR Series Trust - SPDR S&P Dividend ETF
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| NOC / Northrop Grumman Corporation
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| TMO / Thermo Fisher Scientific Inc.
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| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
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| CMS / CMS Energy Corporation
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| IBB / iShares Trust - iShares Biotechnology ETF
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| CI / The Cigna Group
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| QQQ / Invesco QQQ Trust, Series 1
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| OEF / iShares Trust - iShares S&P 100 ETF
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| YUM / Yum! Brands, Inc.
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| ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
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| IYM / iShares Trust - iShares U.S. Basic Materials ETF
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| XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
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| XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
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| WWD / Woodward, Inc.
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| TDG / TransDigm Group Incorporated
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| MFC / Manulife Financial Corporation
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| VUG / Vanguard Index Funds - Vanguard Growth ETF
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| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
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| ED / Consolidated Edison, Inc.
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| MET / MetLife, Inc.
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| OTIS / Otis Worldwide Corporation
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| FAST / Fastenal Company
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| AMGN / Amgen Inc.
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| XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
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| DHR / Danaher Corporation
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| MTB / M&T Bank Corporation
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
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| IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
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| CHTR / Charter Communications, Inc.
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| PNC / The PNC Financial Services Group, Inc.
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| EA / Electronic Arts Inc.
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| BRK.B / Berkshire Hathaway Inc.
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| KEYS / Keysight Technologies, Inc.
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| SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
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| MUSA / Murphy USA Inc.
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| HUM / Humana Inc.
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| CFG / Citizens Financial Group, Inc.
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| AN / AutoNation, Inc.
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| XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
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| SLB / Schlumberger Limited
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| MDLZ / Mondelez International, Inc.
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| COST / Costco Wholesale Corporation
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| ADI / Analog Devices, Inc.
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| IVW / iShares Trust - iShares S&P 500 Growth ETF
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| PEP / PepsiCo, Inc.
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| KO / The Coca-Cola Company
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| PH / Parker-Hannifin Corporation
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| PGR / The Progressive Corporation
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| XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
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| MKC / McCormick & Company, Incorporated
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| TJX / The TJX Companies, Inc.
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| V / Visa Inc.
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| MSI / Motorola Solutions, Inc.
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| MMM / 3M Company
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| IYT / iShares Trust - iShares U.S. Transportation ETF
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| SCHW / The Charles Schwab Corporation
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| SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
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| WCN / Waste Connections, Inc.
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| DELL / Dell Technologies Inc.
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| IVV / iShares Trust - iShares Core S&P 500 ETF
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| MA / Mastercard Incorporated
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| AEP / American Electric Power Company, Inc.
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| AEE / Ameren Corporation
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| ITW / Illinois Tool Works Inc.
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| PG / The Procter & Gamble Company
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| CNP / CenterPoint Energy, Inc.
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| MMC / Marsh & McLennan Companies, Inc.
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| SBUX / Starbucks Corporation
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| SNV / Synovus Financial Corp.
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| PANW / Palo Alto Networks, Inc.
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| VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
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| HSY / The Hershey Company
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| INTU / Intuit Inc.
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| GEHC / GE HealthCare Technologies Inc.
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| INGR / Ingredion Incorporated
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| AVY / Avery Dennison Corporation
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| MRK / Merck & Co., Inc.
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| EXR / Extra Space Storage Inc.
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| AVGO / Broadcom Inc.
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| US0549371070 / BB&T Corp.
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| DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
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| PRWCX / T. Rowe Price Capital Appreciation Fund - T. Rowe Price Capital Appreciation Fund
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| VOYA / Voya Financial, Inc.
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| RTX / RTX Corporation
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| VDIGX / Vanguard Specialized Funds - Vanguard Specialized Portfolios Dividend Growth Fund
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| CTRA / Coterra Energy Inc.
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| T / AT&T Inc.
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| PLD / Prologis, Inc.
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| EWBC / East West Bancorp, Inc.
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| IDA / IDACORP, Inc.
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| HUBB / Hubbell Incorporated
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| GLW / Corning Incorporated
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| FHN / First Horizon Corporation
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| CTVA / Corteva, Inc.
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| Apollo Diversified Real Est Fd
/ (39822J300) |
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| BlackRock Health Sciences Opps
/ (091937540) |
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| IR / Ingersoll Rand Inc.
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| American Funds - American Mutu
/ (027681105) |
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| American Funds Fundamental Inv
/ (360802102) |
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| American Funds Invmt Co of Ame
/ (461308827) |
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| Calvert Global Energy Solution
/ (13161P813) |
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| Hotchkis & Wiley Value Opps In
/ (44134R834) |
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| Schwab Balanced Pool
/ (808516306) |
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| Schwab Charitable Total Market
/ (808516702) |
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| Schwab Total Stock Market Inde
/ (808509756) |
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| SEI Instl Mgd S&P 500 Index A
/ (783925316) |
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| TIAA-CREF Growth & Income Reta
/ (886315761) |
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| Vanguard LifeStrategy Growth
/ (912909503) |
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| Vanguard LifeStrategy Moderate
/ (921909404) |
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| VWELX / Vanguard Wellington Fund - Vanguard Wellington Fund Investor Shares
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| Market Vectors Agribusiness ET
/ (57060U605) |
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| lpus9983227k1
/ (9983227K1) |
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| WAL / Western Alliance Bancorporation
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| US4763134081 / JENS-QUAL GR-Y
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| NTIAX / Columbia Funds Series Trust - Columbia MidCap Index Fund Class A
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| BAFWX / Brown Advisory Funds - Brown Advisory Sustainability Growth Fund Institutional
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| lpus998382243
/ (998382243) |
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| XRT / SPDR Series Trust - SPDR S&P Retail ETF
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| CBT / Cabot Corporation
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| WMG / Warner Music Group Corp.
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| SWPPX / Schwab Capital Trust - Schwab S&P 500 Index Fund
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| CSX / CSX Corporation
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| FI / Fiserv, Inc.
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| ALB / Albemarle Corporation
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| UNP / Union Pacific Corporation
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| CRWD / CrowdStrike Holdings, Inc.
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| ICF / iShares Trust - iShares Select U.S. REIT ETF
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| XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
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| PEG / Public Service Enterprise Group Incorporated
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| BXP / Boston Properties, Inc.
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| IYJ / iShares Trust - iShares U.S. Industrials ETF
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| BRKR / Bruker Corporation
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| TGT / Target Corporation
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| TPR / Tapestry, Inc.
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| VAC / Marriott Vacations Worldwide Corporation
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| LH / Labcorp Holdings Inc.
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| UMPQ / Umpqua Holdings Corp
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| ROL / Rollins, Inc.
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| MNST / Monster Beverage Corporation
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| IAT / iShares Trust - iShares U.S. Regional Banks ETF
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| ABT / Abbott Laboratories
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| CAT / Caterpillar Inc.
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| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
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| AVB / AvalonBay Communities, Inc.
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| TFC / Truist Financial Corporation
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| IYK / iShares Trust - iShares U.S. Consumer Staples ETF
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| XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
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| VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
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| IYG / iShares Trust - iShares U.S. Financial Services ETF
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| PSX / Phillips 66
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| ADSK / Autodesk, Inc.
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| HPQ / HP Inc.
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| LMT / Lockheed Martin Corporation
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| IWB / iShares Trust - iShares Russell 1000 ETF
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| FDX / FedEx Corporation
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| DIS / The Walt Disney Company
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| BRK.A / Berkshire Hathaway Inc.
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| AIG / American International Group, Inc.
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| MPC / Marathon Petroleum Corporation
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| IBM / International Business Machines Corporation
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| SWK / Stanley Black & Decker, Inc.
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| A / Agilent Technologies, Inc.
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| ZTS / Zoetis Inc.
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| USB / U.S. Bancorp
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| CVX / Chevron Corporation
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| GILD / Gilead Sciences, Inc.
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| KMB / Kimberly-Clark Corporation
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| AME / AMETEK, Inc.
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| MCD / McDonald's Corporation
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| PM / Philip Morris International Inc.
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| US9229086940 / Vanguard Extended Market Index Admiral Shares
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| XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
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| FMC / FMC Corporation
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| CARR / Carrier Global Corporation
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| DIA / SPDR Dow Jones Industrial Average ETF Trust
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| FTV / Fortive Corporation
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| JNJ / Johnson & Johnson
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| VTSAX / Vanguard Index Funds - Vanguard Total Stock Market Index Fund Admiral
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| ICLN / iShares Trust - iShares Global Clean Energy ETF
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| DOW / Dow Inc.
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| SCDGX / Deutsche DWS Investment Trust - DWS Core Equity Fund Class S
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| CBTC / XTRA Bitcoin Inc.
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| XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
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| UNH / UnitedHealth Group Incorporated
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| IWV / iShares Trust - iShares Russell 3000 ETF
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| SPGI / S&P Global Inc.
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| DFAT / Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
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| XOM / Exxon Mobil Corporation
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| STT / State Street Corporation
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| CSCO / Cisco Systems, Inc.
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| MO / Altria Group, Inc.
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| AMAT / Applied Materials, Inc.
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| CMCSA / Comcast Corporation
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| NSC / Norfolk Southern Corporation
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| 872307903 / TCF Financial Corporation
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| KMI / Kinder Morgan, Inc.
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| SPY / SPDR S&P 500 ETF
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| DLR / Digital Realty Trust, Inc.
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| WAT / Waters Corporation
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| MS / Morgan Stanley
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| IYZ / iShares Trust - iShares U.S. Telecommunications ETF
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| ADM / Archer-Daniels-Midland Company
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| JEF / Jefferies Financial Group Inc.
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| MCO / Moody's Corporation
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| NVDA / NVIDIA Corporation
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| GWW / W.W. Grainger, Inc.
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| APD / Air Products and Chemicals, Inc.
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| DPZ / Domino's Pizza, Inc.
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| META / Meta Platforms, Inc.
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| IYF / iShares Trust - iShares U.S. Financials ETF
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| PPG / PPG Industries, Inc.
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| INTC / Intel Corporation
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| GD / General Dynamics Corporation
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| TSN / Tyson Foods, Inc.
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| BK / The Bank of New York Mellon Corporation
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| WAFD / WaFd, Inc
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| SO / The Southern Company
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| ORCL / Oracle Corporation
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| CASY / Casey's General Stores, Inc.
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| GIS / General Mills, Inc.
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| 210371100 / Constellation Energy Group Inc
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| BEN / Franklin Resources, Inc.
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| CE / Celanese Corporation
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| VLO / Valero Energy Corporation
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| BAX / Baxter International Inc.
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| APA / APA Corporation
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| ISRG / Intuitive Surgical, Inc.
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| COP / ConocoPhillips
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| POR / Portland General Electric Company
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| DFQTX / Dfa Investment Dimensions Group Inc - DFA U.S. Core Equity 2 Portfolio
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| LRCX / Lam Research Corporation
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| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
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| FSLR / First Solar, Inc.
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| TEL / TE Connectivity plc
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| WY / Weyerhaeuser Company
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| LKQ / LKQ Corporation
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| C.WSA / Citigroup, Inc.
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| IYH / iShares Trust - iShares U.S. Healthcare ETF
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| CHD / Church & Dwight Co., Inc.
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| MDT / Medtronic plc
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| VZ / Verizon Communications Inc.
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| IR / Ingersoll Rand Inc.
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| AMZN / Amazon.com, Inc.
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| WMT / Walmart Inc.
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| SYK / Stryker Corporation
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| EFX / Equifax Inc.
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| NKE / NIKE, Inc.
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| RPM / RPM International Inc.
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| TRV / The Travelers Companies, Inc.
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| SHW / The Sherwin-Williams Company
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| GOOG / Alphabet Inc.
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| BIIB / Biogen Inc.
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| MAS / Masco Corporation
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| CF / CF Industries Holdings, Inc.
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| EL / The Estée Lauder Companies Inc.
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| ADBE / Adobe Inc.
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| KR / The Kroger Co.
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| HON / Honeywell International Inc.
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| 91912N105 / Vape Holdings, Inc.
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| AXP / American Express Company
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| VTV / Vanguard Index Funds - Vanguard Value ETF
|
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| JPM / JPMorgan Chase & Co.
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| TXN / Texas Instruments Incorporated
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| BA / The Boeing Company
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| MSFT / Microsoft Corporation
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| AAPL / Apple Inc.
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| OKE / ONEOK, Inc.
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| GOOGL / Alphabet Inc.
|
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| BAC / Bank of America Corporation
|
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| EXC / Exelon Corporation
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| BDX / Becton, Dickinson and Company
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| COO / The Cooper Companies, Inc.
|
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| WTRG / Essential Utilities, Inc.
|
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| QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
|
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| VMW / Vmware Inc. - Class A
|
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| HBAN / Huntington Bancshares Incorporated
|
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| BRO / Brown & Brown, Inc.
|
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| CAH / Cardinal Health, Inc.
|
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| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
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| PBCO / PBCO Financial Corporation
|
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| DVY / iShares Trust - iShares Select Dividend ETF
|
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|
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| DGHI / Digi Power X Inc.
|
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| LESL / Leslie's, Inc.
|
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| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
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| BBY / Best Buy Co., Inc.
|
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| PYPL / PayPal Holdings, Inc.
|
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| NUE / Nucor Corporation
|
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| AJG / Arthur J. Gallagher & Co.
|
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| HIH /
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| COR / Cencora, Inc.
|
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| TTD / The Trade Desk, Inc.
|
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| KLAC / KLA Corporation
|
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| DG / Dollar General Corporation
|
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| EMR / Emerson Electric Co.
|
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| ESGU / iShares Trust - iShares ESG Aware MSCI USA ETF
|
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| ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
|
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| ICE / Intercontinental Exchange, Inc.
|
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| UPS / United Parcel Service, Inc.
|
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| LWCL / Lewis & Clark Bancorp
|
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| CCI / Crown Castle Inc.
|
|
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| FTNT / Fortinet, Inc.
|
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| TSLA / Tesla, Inc.
|
|
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|
|
| DFLVX / Dfa Investment Dimensions Group Inc - DFA U.S. Large Cap Value Portfolio
|
|
|
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|
|
| HD / The Home Depot, Inc.
|
|
|
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|
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| ECL / Ecolab Inc.
|
|
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| BX / Blackstone Inc.
|
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|
| DE / Deere & Company
|
|
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|
|
|
| US7846351044 / SPX Corp
|
|
|
|
|
|
|
|
| SUSA / iShares Trust - iShares ESG Optimized MSCI USA ETF
|
|
|
|
|
|
|
|
| COLB / Columbia Banking System, Inc.
|
|
|
|
|
|
|
|
| US2332034139 / DFA US Core Equity 1 Portfolio
|
|
|
|
|
|
|
|
| PHO / Invesco Exchange-Traded Fund Trust - Invesco Water Resources ETF
|
|
|
|
|
|
|
|
| THMG / Thunder Mountain Gold, Inc.
|
|
|
|
|
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|
|
| COF / Capital One Financial Corporation
|
|
|
|
|
|
|
|
| TY / Tri-Continental Corporation
|
|
|
|
|
|
|
|
| IYW / iShares Trust - iShares U.S. Technology ETF
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| ETR / Entergy Corporation
|
|
|
|
|
|
|
|
| DD / DuPont de Nemours, Inc.
|
|
|
|
|
|
|
|
| PFE / Pfizer Inc.
|
|
|
|
|
|
|
|
| VV / Vanguard Index Funds - Vanguard Large-Cap ETF
|
|
|
|
|
|
|
|
| CDNS / Cadence Design Systems, Inc.
|
|
|
|
|
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|
|
| BMY / Bristol-Myers Squibb Company
|
|
|
|
|
|
|
|
| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| ALL / The Allstate Corporation
|
|
|
|
|
|
|
|
| IYE / iShares Trust - iShares U.S. Energy ETF
|
|
|
|
|
|
|
|
| IAK / iShares Trust - iShares U.S. Insurance ETF
|
|
|
|
|
|
|
|
| DFS / Discover Financial Services
|
|
|
|
|
|
|
|
| AMT / American Tower Corporation
|
|
|
|
|
|
|
|
| WM / Waste Management, Inc.
|
|
|
|
|
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|
|
| NEE / NextEra Energy, Inc.
|
|
|
|
|
|
|
|
| VIGRX / Vanguard Index Funds - Vanguard Index Trust Growth Index Fund
|
|
|
|
|
|
|
|
| HOG / Harley-Davidson, Inc.
|
|
|
|
|
|
|
|
| DFUV / Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
|
|
| CME / CME Group Inc.
|
|
|
|
|
|
|
|
| SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
|
|
| EW / Edwards Lifesciences Corporation
|
|
|
|
|
|
|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
| CL / Colgate-Palmolive Company
|
|
|
|
|
|
|
|
| GE / General Electric Company
|
|
|
|
|
|
|
|
| ACN / Accenture plc
|
|
|
|
|
|
|
|
| ZBH / Zimmer Biomet Holdings, Inc.
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| TRMB / Trimble Inc.
|
|
|
|
|
|
|
|
| CRM / Salesforce, Inc.
|
|
|
|
|
|
|
|
| JCI / Johnson Controls International plc
|
|
|
|
|
|
|
|
| AMP / Ameriprise Financial, Inc.
|
|
|
|
|
|
|
|
| GGG / Graco Inc.
|
|
|
|
|
|
|
|
| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| ETN / Eaton Corporation plc
|
|
|
|
|
|
|
|
| WFC / Wells Fargo & Company
|
|
|
|
|
|
|
|
| ABBV / AbbVie Inc.
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| HII / Huntington Ingalls Industries, Inc.
|
|
|
|
|
|
|
|
.
