| Chevron Corporation COM(CVX) | Stock | 166764100 | $4.1M | 19,860 | 0.2% |
| Vanguard International Dividend Appreciation ETF(VIGI) | ETF | 921946810 | $4.1M | 46,581 | 0.2% |
| Price T Rowe Group Inc COM(TROW) | Stock | 74144T108 | $4.2M | 46,364 | 0.2% |
| Bank Montreal Medium COM(BMO) | Stock | 063671101 | $4.2M | 31,288 | 0.2% |
| Ishares S&P Small-Cap Fund(IJR) | ETF | 464287804 | $4.3M | 34,812 | 0.2% |
| Vanguard ESG U.S. Corporate Bond ETF(VCEB) | ETF | 921910691 | $4.3M | 68,913 | 0.2% |
| Capital Group Growth ETF(CGGR) | ETF | 14020G101 | $4.4M | 108,892 | 0.2% |
| Vanguard Dividend Apprec Index Fund(VIG) | ETF | 921908844 | $4.4M | 20,352 | 0.2% |
| Vanguard Wellington U.S. Value Active ETF(VUSV) | ETF | 921938601 | $4.6M | 73,692 | 0.2% |
| Merck & Co Inc COM(MRK) | Stock | 58933Y105 | $4.7M | 39,031 | 0.2% |
| Block Inc CL A(XYZ) | Stock | 852234103 | $4.7M | 78,838 | 0.2% |
| Salesforce COM(CRM) | Stock | 79466L302 | $4.8M | 25,768 | 0.2% |
| Mcdonalds Corp COM(MCD) | Stock | 580135101 | $4.9M | 15,739 | 0.2% |
| State Street Consumer Staples Select Sector Spdr ETF(XLP) | ETF | 81369Y308 | $5.3M | 65,141 | 0.2% |
| Caterpillar Inc COM(CAT) | Stock | 149123101 | $5.6M | 7,909 | 0.2% |
| Smith A O Corp COM(AOS) | Stock | 831865209 | $5.6M | 85,080 | 0.2% |
| Vanguard Ftse Emerging Markets ETF(VWO) | ETF | 922042858 | $5.7M | 104,972 | 0.2% |
| Applied Matls Inc COM(AMAT) | Stock | 038222105 | $5.8M | 16,881 | 0.2% |
| Home Depot Inc COM(HD) | Stock | 437076102 | $5.9M | 17,896 | 0.2% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $6.5M | 101,272 | 0.3% |
| Medtronic PLC SHS(MDT) | Stock | G5960L103 | $7.0M | 80,721 | 0.3% |
| Costco Wholesale Corporation COM(COST) | Stock | 22160K105 | $7.4M | 7,471 | 0.3% |
| Ishares Msci KLD 400 Social ETF(DSI) | ETF | 464288570 | $7.5M | 61,507 | 0.3% |
| CME Group Inc COM(CME) | Stock | 12572Q105 | $7.7M | 26,020 | 0.3% |
| Calvert International Responsible Index ETF(CVIE) | ETF | 61774R106 | $7.7M | 105,740 | 0.3% |
| Vanguard ESG U.S. Stock ETF(ESGV) | ETF | 921910733 | $8.0M | 71,250 | 0.3% |
| Ishares National Muni Bond ETF(MUB) | ETF | 464288414 | $8.1M | 75,858 | 0.3% |
| American Express Co COM(AXP) | Stock | 025816109 | $8.4M | 27,791 | 0.3% |
| Nuveen ESG Large-Cap Value ETF(NULV) | ETF | 67092P300 | $8.5M | 186,062 | 0.3% |
| Capital Group Core Equity ETF(CGUS) | ETF | 14020V108 | $9.5M | 247,693 | 0.4% |
| Vanguard ESG International Stock ETF(VSGX) | ETF | 921910725 | $9.6M | 133,833 | 0.4% |
| Visa Inc COM CL A(V) | Stock | 92826C839 | $9.7M | 32,055 | 0.4% |
| Blackstone Inc(BX) | Stock | 09260D107 | $9.7M | 84,388 | 0.4% |
| Capital Group U.S. Multi-Sector Income ETF(CGMS) | ETF | 14020Y300 | $10.0M | 368,570 | 0.4% |
| Eaton Corp PLC SHS(ETN) | Stock | G29183103 | $10.8M | 30,093 | 0.4% |
| Pepsico Inc COM(PEP) | Stock | 713448108 | $10.9M | 70,329 | 0.4% |
| Capital Group Conservative Equity ETF(CGCV) | ETF | 14020U100 | $11.3M | 380,384 | 0.4% |
| Ishares ESG Aware 1-5 Year USD Corporate Bond ETF(SUSB) | ETF | 46435G243 | $11.8M | 471,518 | 0.5% |
| Qualcomm Inc COM(QCOM) | Stock | 747525103 | $11.9M | 92,701 | 0.5% |
| Vanguard Total International Stock ETF(VXUS) | ETF | 921909768 | $12.1M | 156,459 | 0.5% |
| General Mills Inc COM(GIS) | Stock | 370334104 | $12.2M | 326,533 | 0.5% |
| Corning Inc COM(GLW) | Stock | 219350105 | $13.0M | 95,920 | 0.5% |
| Vanguard Intermediate-Term Corporate Bond ETF(VCIT) | ETF | 92206C870 | $13.3M | 160,405 | 0.5% |
| State Street Spdr Portfolio Treasury ETF(SPTB) | ETF | 78468R457 | $14.3M | 472,919 | 0.6% |
| Abbvie Inc(ABBV) | Stock | 00287Y109 | $14.9M | 68,630 | 0.6% |
| State Street Spdr Portfolio Mortgage Backed Bond ETF(SPMB) | ETF | 78464A383 | $15.4M | 686,198 | 0.6% |
| State Street Spdr S&P 500 ETF(SPY) | ETF | 78462F103 | $15.5M | 23,884 | 0.6% |
| Zimmer Biomet Holdings Inc COM(ZBH) | Stock | 98956P102 | $15.9M | 176,364 | 0.6% |
| TJX COS Inc New COM(TJX) | Stock | 872540109 | $16.0M | 100,415 | 0.6% |
| Capital Group Dividend Value ETF(CGDV) | ETF | 14020W106 | $16.3M | 383,891 | 0.6% |