Market Value249,293,000
Total Holdings374
File Date2021-11-15
Original Filing (Click here)

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

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

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Security Imputed
Share Price
Prev
Shares
Current
Shares
Change
(Percent)
Prev Value
(USD x1000)
Current Value
(USD x1000)
Change
(Percent)
MO / Altria Group, Inc.
LOW / Lowe's Companies, Inc.
TSLA / Tesla, Inc.
IUSG / iShares Trust - iShares Core S&P U.S. Growth ETF
GOVT / iShares Trust - iShares U.S. Treasury Bond ETF
BSV / Vanguard Bond Index Funds - Vanguard Short-Term Bond ETF
CVX / Chevron Corporation
ABT / Abbott Laboratories
MU / Micron Technology, Inc.
JNK / SPDR Series Trust - SPDR Bloomberg High Yield Bond ETF
ADBE / Adobe Inc.
MBB / iShares Trust - iShares MBS ETF
HD / The Home Depot, Inc.
SO / The Southern Company
EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
NOBL / ProShares Trust - ProShares S&P 500 Dividend Aristocrats ETF
SCZ / iShares Trust - iShares MSCI EAFE Small-Cap ETF
WMT / Walmart Inc.
IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
DIS / The Walt Disney Company
FVD / First Trust Exchange-Traded Fund - First Trust Value Line Dividend Index Fund
DJUN / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - June
FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
LULU / lululemon athletica inc.
INTC / Intel Corporation
JPIN / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF
PDP / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Momentum ETF
BST / BlackRock Science and Technology Trust
AGNG / Global X Funds - Global X Aging Population ETF
SCHG / Schwab Strategic Trust - Schwab U.S. Large-Cap Growth ETF
SMB / VanEck ETF Trust - VanEck Short Muni ETF
DJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - July
DGRO / iShares Trust - iShares Core Dividend Growth ETF
DUK / Duke Energy Corporation
PEG / Public Service Enterprise Group Incorporated
EPS / WisdomTree Trust - WisdomTree U.S. LargeCap Fund
BAC / Bank of America Corporation
PAYX / Paychex, Inc.
HDV / iShares Trust - iShares Core High Dividend ETF
IXUS / iShares Trust - iShares Core MSCI Total International Stock ETF
ITW / Illinois Tool Works Inc.
PTF / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Technology Momentum ETF
PM / Philip Morris International Inc.
XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
ILDR / First Trust Exchange-Traded Fund VIII - First Trust Innovation Leaders ETF
AA / Alcoa Corporation
DAUG / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - August
ITA / iShares Trust - iShares U.S. Aerospace & Defense ETF
D / Dominion Energy, Inc.
ODFL / Old Dominion Freight Line, Inc.
DEM / WisdomTree Trust - WisdomTree Emerging Markets High Dividend Fund
FTXO / First Trust Exchange-Traded Fund VI - First Trust Nasdaq Bank ETF
AXP / American Express Company
DON / WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund
COP / ConocoPhillips
XSOE / WisdomTree Trust - WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
FDT / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Developed Markets ex-US AlphaDEX Fund
RIG / Transocean Ltd.
AIEQ / Amplify ETF Trust - Amplify AI Powered Equity ETF
GD / General Dynamics Corporation
SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
VCR / Vanguard World Fund - Vanguard Consumer Discretionary ETF
TIP / iShares Trust - iShares TIPS Bond ETF
CIBR / First Trust Exchange-Traded Fund II - First Trust NASDAQ Cybersecurity ETF
IVV / iShares Trust - iShares Core S&P 500 ETF
VLUE / iShares Trust - iShares MSCI USA Value Factor ETF
LDUR / PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
TOTL / SSGA Active Trust - SPDR DoubleLine Total Return Tactical ETF
IWB / iShares Trust - iShares Russell 1000 ETF
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF
SKYY / First Trust Exchange-Traded Fund II - First Trust Cloud Computing ETF
DFJ / WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund
DIA / SPDR Dow Jones Industrial Average ETF Trust
FXD / First Trust Exchange-Traded AlphaDEX Fund - First Trust Consumer Discretionary AlphaDEX Fund
AMZN / Amazon.com, Inc.
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
QCOM / QUALCOMM Incorporated
MINT / PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MAS / Masco Corporation
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
ARKG / ARK ETF Trust - ARK Genomic Revolution ETF
IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
VZ / Verizon Communications Inc.
KO / The Coca-Cola Company
VTIP / Vanguard Malvern Funds - Vanguard Short-Term Inflation-Protected Securities ETF
MCK / McKesson Corporation
AMLP / ALPS ETF Trust - Alerian MLP ETF
ADP / Automatic Data Processing, Inc.
COST / Costco Wholesale Corporation
IJT / iShares Trust - iShares S&P Small-Cap 600 Growth ETF
VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
DD / DuPont de Nemours, Inc.
VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
HON / Honeywell International Inc.
VDC / Vanguard World Fund - Vanguard Consumer Staples ETF
SPY / SPDR S&P 500 ETF
BMY / Bristol-Myers Squibb Company
V / Visa Inc.
IWO / iShares Trust - iShares Russell 2000 Growth ETF
IJJ / iShares Trust - iShares S&P Mid-Cap 400 Value ETF
APD / Air Products and Chemicals, Inc.
RY / Royal Bank of Canada
RDVY / First Trust Exchange-Traded Fund VI - First Trust Rising Dividend Achievers ETF
MXI / iShares Trust - iShares Global Materials ETF
VYMI / Vanguard Whitehall Funds - Vanguard International High Dividend Yield ETF
T / AT&T Inc.
SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
VHT / Vanguard World Fund - Vanguard Health Care ETF
IJR / iShares Trust - iShares Core S&P Small-Cap ETF
VIS / Vanguard World Fund - Vanguard Industrials ETF
ZTS / Zoetis Inc.
IVW / iShares Trust - iShares S&P 500 Growth ETF
IJS / iShares Trust - iShares S&P Small-Cap 600 Value ETF
MRVL / Marvell Technology, Inc.
XOM / Exxon Mobil Corporation
FENY / Fidelity Covington Trust - Fidelity MSCI Energy Index ETF
VMBS / Vanguard Scottsdale Funds - Vanguard Mortgage-Backed Securities ETF
IVE / iShares Trust - iShares S&P 500 Value ETF
PEP / PepsiCo, Inc.
ABBV / AbbVie Inc.
META / Meta Platforms, Inc.
NOW / ServiceNow, Inc.
CRM / Salesforce, Inc.
AMP / Ameriprise Financial, Inc.
JMST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Municipal Income ETF
C / Citigroup Inc.
FUTY / Fidelity Covington Trust - Fidelity MSCI Utilities Index ETF
TMUS / T-Mobile US, Inc.
IYH / iShares Trust - iShares U.S. Healthcare ETF
XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
MA / Mastercard Incorporated
IVOL / KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF
PG / The Procter & Gamble Company
IFGL / iShares Trust - iShares International Developed Real Estate ETF
MSFT / Microsoft Corporation
CMF / iShares Trust - iShares California Muni Bond ETF
GNRC / Generac Holdings Inc.
DGRW / WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund
ICE / Intercontinental Exchange, Inc.
TECH / Bio-Techne Corporation
XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
SCHV / Schwab Strategic Trust - Schwab U.S. Large-Cap Value ETF
MDYV / SPDR Series Trust - SPDR S&P 400 Mid Cap Value ETF
DBA / Invesco DB Multi-Sector Commodity Trust - Invesco DB Agriculture Fund
PEY / Invesco Exchange-Traded Fund Trust - Invesco High Yield Equity Dividend Achievers ETF
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF
FINX / Global X Funds - Global X FinTech ETF
FFC / Flaherty & Crumrine Preferred Securities Income Fund Inc.
AGGY / WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
UPS / United Parcel Service, Inc.
ADSK / Autodesk, Inc.
DSEP / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - September
FNDE / Schwab Strategic Trust - Schwab Fundamental Emerging Markets Equity ETF
FDN / First Trust Exchange-Traded Fund - First Trust Dow Jones Internet Index Fund
JPS / Nuveen Preferred & Income Securities Fund
F / Ford Motor Company
ARKW / ARK ETF Trust - ARK Next Generation Internet ETF
ARKF / ARK ETF Trust - ARK Fintech Innovation ETF
VGK / Vanguard International Equity Index Funds - Vanguard FTSE Europe ETF
ARKQ / ARK ETF Trust - ARK Autonomous Technology & Robotics ETF
FKU / First Trust Exchange-Traded AlphaDEX Fund II - First Trust United Kingdom AlphaDEX Fund
BCI / abrdn ETFs - abrdn Bloomberg All Commodity Strategy K-1 Free ETF
FCOM / Fidelity Covington Trust - Fidelity MSCI Communication Services Index ETF
PCEF / Invesco Exchange-Traded Fund Trust II - Invesco CEF Income Composite ETF
TGT / Target Corporation
AAPL / Apple Inc.
ACEL / Accel Entertainment, Inc.
JHMF / John Hancock Investment Management LLC - John Hancock Multifactor Financials ETF
GVI / iShares Trust - iShares Intermediate Government/Credit Bond ETF
LQD / iShares Trust - iShares iBoxx $ Investment Grade Corporate Bond ETF
VTV / Vanguard Index Funds - Vanguard Value ETF
EFG / iShares Trust - iShares MSCI EAFE Growth ETF
IWV / iShares Trust - iShares Russell 3000 ETF
ENFR / ALPS ETF Trust - Alerian Energy Infrastructure ETF
BX / Blackstone Inc.
GOOGL / Alphabet Inc.
AMT / American Tower Corporation
FTA / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Value AlphaDEX Fund
FEM / First Trust Exchange-Traded AlphaDEX Fund II - First Trust Emerging Markets AlphaDEX Fund
XMMO / Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Momentum ETF
VOT / Vanguard Index Funds - Vanguard Mid-Cap Growth ETF
IWD / iShares Trust - iShares Russell 1000 Value ETF
JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
RWR / SPDR Series Trust - SPDR Dow Jones REIT ETF
TFI / SPDR Series Trust - SPDR Nuveen ICE Municipal Bond ETF
UNP / Union Pacific Corporation
MTUM / iShares Trust - iShares MSCI USA Momentum Factor ETF
IWS / iShares Trust - iShares Russell Mid-Cap Value ETF
ITOT / iShares Trust - iShares Core S&P Total U.S. Stock Market ETF
IWP / iShares Trust - iShares Russell Mid-Cap Growth ETF
SPIB / SPDR Series Trust - SPDR Portfolio Intermediate Term Corporate Bond ETF
DE / Deere & Company
FXO / First Trust Exchange-Traded AlphaDEX Fund - First Trust Financials AlphaDEX Fund
VNQ / Vanguard Specialized Funds - Vanguard Real Estate ETF
JNJ / Johnson & Johnson
IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
SPYG / SPDR Series Trust - SPDR Portfolio S&P 500 Growth ETF
VFH / Vanguard World Fund - Vanguard Financials ETF
TDIV / First Trust Exchange-Traded Fund VI - First Trust NASDAQ Technology Dividend Index Fund
IEFA / iShares Trust - iShares Core MSCI EAFE ETF
IYR / iShares Trust - iShares U.S. Real Estate ETF
BRK.B / Berkshire Hathaway Inc.
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
AOA / iShares Trust - iShares Core 80/20 Aggressive Allocation ETF
IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
FEX / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Core AlphaDEX Fund
IYK / iShares Trust - iShares U.S. Consumer Staples ETF
IHE / iShares Trust - iShares U.S. Pharmaceuticals ETF
KBWY / Invesco Exchange-Traded Fund Trust II - Invesco KBW Premium Yield Equity REIT ETF
EFAV / iShares Trust - iShares MSCI EAFE Min Vol Factor ETF
MCD / McDonald's Corporation
VGSH / Vanguard Scottsdale Funds - Vanguard Short-Term Treasury ETF
FIXD / First Trust Exchange-Traded Fund VIII - First Trust TCW Opportunistic Fixed Income ETF
BRSP / BrightSpire Capital, Inc.
CSCO / Cisco Systems, Inc.
FXR / First Trust Exchange-Traded AlphaDEX Fund - First Trust Industrials/Producer Durables AlphaDEX Fund
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
JSMD / Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
CMG / Chipotle Mexican Grill, Inc.
DTE / DTE Energy Company
ARKK / ARK ETF Trust - ARK Innovation ETF
CTLT / Catalent, Inc.
PSCC / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Consumer Staples ETF
LMBS / First Trust Exchange-Traded Fund IV - First Trust Low Duration Opportunities ETF
ECL / Ecolab Inc.
TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
LMT / Lockheed Martin Corporation
PNC / The PNC Financial Services Group, Inc.
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF
TMO / Thermo Fisher Scientific Inc.
IYJ / iShares Trust - iShares U.S. Industrials ETF
EL / The Estée Lauder Companies Inc.
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF
FXH / First Trust Exchange-Traded AlphaDEX Fund - First Trust Health Care AlphaDEX Fund
XES / SPDR Series Trust - SPDR S&P Oil & Gas Equipment & Services ETF
FMAT / Fidelity Covington Trust - Fidelity MSCI Materials Index ETF
HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
VUG / Vanguard Index Funds - Vanguard Growth ETF
XLF / The Select Sector SPDR Trust - The Financial Select Sector SPDR Fund
FMB / First Trust Exchange-Traded Fund III - First Trust Managed Municipal ETF
XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
COF / Capital One Financial Corporation
FTEC / Fidelity Covington Trust - Fidelity MSCI Information Technology Index ETF
IGF / iShares Trust - iShares Global Infrastructure ETF
NXTG / First Trust Exchange-Traded Fund II - First Trust Indxx NextG ETF
ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
IQLT / iShares Trust - iShares MSCI Intl Quality Factor ETF
CWB / SPDR Series Trust - SPDR Bloomberg Convertible Securities ETF
EFA / iShares Trust - iShares MSCI EAFE ETF
DVY / iShares Trust - iShares Select Dividend ETF
IWN / iShares Trust - iShares Russell 2000 Value ETF
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF
XHS / SPDR Series Trust - SPDR S&P Health Care Services ETF
GSEW / Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
DLS / WisdomTree Trust - WisdomTree International SmallCap Dividend Fund
FXL / First Trust Exchange-Traded AlphaDEX Fund - First Trust Technology AlphaDEX Fund
GPC / Genuine Parts Company
IYY / iShares Trust - iShares Dow Jones U.S. ETF
SPTS / SPDR Series Trust - SPDR Portfolio Short Term Treasury ETF
STX / Seagate Technology Holdings plc
IWM / iShares Trust - iShares Russell 2000 ETF
AVGO / Broadcom Inc.
SPLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Low Volatility ETF
GDX / VanEck ETF Trust - VanEck Gold Miners ETF
VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
MCHP / Microchip Technology Incorporated
CC / The Chemours Company
MOAT / VanEck ETF Trust - VanEck Morningstar Wide Moat ETF
GS / The Goldman Sachs Group, Inc.
SHY / iShares Trust - iShares 1-3 Year Treasury Bond ETF
PFF / iShares Trust - iShares Preferred and Income Securities ETF
HYG / iShares Trust - iShares iBoxx $ High Yield Corporate Bond ETF
CMI / Cummins Inc.
FJUL / First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Buffer ETF - July
J / Jacobs Solutions Inc.
OCGN / Ocugen, Inc.
IDV / iShares Trust - iShares International Select Dividend ETF
QCLN / First Trust Exchange-Traded Fund - First Trust NASDAQ Clean Edge Green Energy Index Fund
XLRE / The Select Sector SPDR Trust - The Real Estate Select Sector SPDR Fund
FDIS / Fidelity Covington Trust - Fidelity MSCI Consumer Discretionary Index ETF
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
ICLN / iShares Trust - iShares Global Clean Energy ETF
BOTZ / Global X Funds - Global X Robotics & Artificial Intelligence ETF
FHLC / Fidelity Covington Trust - Fidelity MSCI Health Care Index ETF
JHMM / John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
LLY / Eli Lilly and Company
DOW / Dow Inc.
CLF / Cleveland-Cliffs Inc.
AOR / iShares Trust - iShares Core 60/40 Balanced Allocation ETF
SGOL / abrdn Gold ETF Trust - abrdn Physical Gold Shares ETF
USFR / WisdomTree Trust - WisdomTree Floating Rate Treasury Fund
VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
IHI / iShares Trust - iShares U.S. Medical Devices ETF
KBWB / Invesco Exchange-Traded Fund Trust II - Invesco KBW Bank ETF
SPGI / S&P Global Inc.
QQQ / Invesco QQQ Trust, Series 1
ILF / iShares Trust - iShares Latin America 40 ETF
FNCL / Fidelity Covington Trust - Fidelity MSCI Financials Index ETF
SCHX / Schwab Strategic Trust - Schwab U.S. Large-Cap ETF
X / United States Steel Corporation
HEZU / iShares Trust - iShares Currency Hedged MSCI Eurozone ETF
SLY / SPDR Series Trust - SPDR S&P 600 Small Cap ETF
DLR / Digital Realty Trust, Inc.
MDYG / SPDR Series Trust - SPDR S&P 400 Mid Cap Growth ETF
BA / The Boeing Company
IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
FXU / First Trust Exchange-Traded AlphaDEX Fund - First Trust Utilities AlphaDEX Fund
UBSI / United Bankshares, Inc.
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF
MJ / Amplify ETF Trust - Amplify Alternative Harvest ETF
DBE / Invesco DB Multi-Sector Commodity Trust - Invesco DB Energy Fund
VNQI / Vanguard International Equity Index Funds - Vanguard Global ex-U.S. Real Estate ETF
DHS / WisdomTree Trust - WisdomTree U.S. High Dividend Fund
UL / Unilever PLC - Depositary Receipt (Common Stock)
EES / WisdomTree Trust - WisdomTree U.S. SmallCap Fund
PYZ / Invesco Exchange-Traded Fund Trust - Invesco Dorsey Wright Basic Materials Momentum ETF
FIDU / Fidelity Covington Trust - Fidelity MSCI Industrials Index ETF
XMLV / Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
GLD / SPDR Gold Trust
PXD / Pioneer Natural Resources Company
SPHD / Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Low Volatility ETF
JHMI / John Hancock Investment Management LLC - John Hancock Multifactor Industrials ETF
ADI / Analog Devices, Inc.
IWF / iShares Trust - iShares Russell 1000 Growth ETF
PXH / Invesco Exchange-Traded Fund Trust II - Invesco RAFI Emerging Markets ETF
PFE / Pfizer Inc.
LIT / Global X Funds - Global X Lithium & Battery Tech ETF
HACK / Amplify ETF Trust - Amplify Cybersecurity ETF
IBB / iShares Trust - iShares Biotechnology ETF
XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
WOOD / iShares Trust - iShares Global Timber & Forestry ETF
GSIE / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta International Equity ETF
IMCB / iShares Trust - iShares Morningstar Mid-Cap ETF
IWY / iShares Trust - iShares Russell Top 200 Growth ETF
IUSV / iShares Trust - iShares Core S&P U.S. Value ETF
PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
VNLA / Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF
QUAL / iShares Trust - iShares MSCI USA Quality Factor ETF
EEM / iShares, Inc. - iShares MSCI Emerging Markets ETF
FSTA / Fidelity Covington Trust - Fidelity MSCI Consumer Staples Index ETF
BUFD / First Trust Exchange-Traded Fund VIII - FT Vest Laddered Deep Buffer ETF
FPE / First Trust Exchange-Traded Fund III - First Trust Preferred Securities and Income ETF
EFV / iShares Trust - iShares MSCI EAFE Value ETF
IWR / iShares Trust - iShares Russell Mid-Cap ETF
VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
SBUX / Starbucks Corporation
SDY / SPDR Series Trust - SPDR S&P Dividend ETF
VLO / Valero Energy Corporation
VV / Vanguard Index Funds - Vanguard Large-Cap ETF
DSI / iShares Trust - iShares ESG MSCI KLD 400 ETF
VB / Vanguard Index Funds - Vanguard Small-Cap ETF
RSP / Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight ETF
MOO / VanEck ETF Trust - VanEck Agribusiness ETF
JPM / JPMorgan Chase & Co.
VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
C.WSA / Citigroup, Inc.
VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
IYC / iShares Trust - iShares U.S. Consumer Discretionary ETF
HYMB / SPDR Series Trust - SPDR Nuveen ICE High Yield Municipal Bond ETF
FTC / First Trust Exchange-Traded AlphaDEX Fund - First Trust Large Cap Growth AlphaDEX Fund
ACN / Accenture plc
PYPL / PayPal Holdings, Inc.
SCHD / Schwab Strategic Trust - Schwab U.S. Dividend Equity ETF
PWV / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Value ETF
EZM / WisdomTree Trust - WisdomTree U.S. MidCap Fund
XBI / SPDR Series Trust - SPDR S&P Biotech ETF
DES / WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund
NKE / NIKE, Inc.
XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
SCHF / Schwab Strategic Trust - Schwab International Equity ETF
ASH / Ashland Inc.
CUT / Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Timber ETF
TFC / Truist Financial Corporation
GOOG / Alphabet Inc.
HPQ / HP Inc.
NVDA / NVIDIA Corporation