| Wisdomtree US Quality Dividend Growth Fund(DGRW) | ETF | 97717X669 | $64.2M | 803,661 | 10.7% |
| Franklin International Core Dividend Tilt Index Fund(DIVI) | ETF | 35473P108 | $28.0M | 859,866 | 4.7% |
| Ishares Core S&P Total U.S. Stock Market ETF(ITOT) | ETF | 464287150 | $24.9M | 203,683 | 4.2% |
| Wisdomtree Emerging Markets Ex-China Fund(XC) | ETF | 97717Y535 | $19.0M | 640,754 | 3.2% |
| Apple Inc(AAPL) | Stock | 037833100 | $18.3M | 82,543 | 3.1% |
| Wisdomtree US Value Fund of Benef Interest(WTV) | ETF | 97717W547 | $17.9M | 217,300 | 3.0% |
| Natixis Gateway Quality Income ETF(GQI) | ETF | 63873X307 | $16.9M | 329,520 | 2.8% |
| Wisdomtree U.S. Quality Growth Fund(QGRW) | ETF | 97717Y477 | $15.6M | 355,696 | 2.6% |
| JPMorgan Municipal ETF(JMUB) | ETF | 46641Q647 | $15.2M | 304,871 | 2.5% |
| Pimco Multisector Bond Active Exchange-Traded Fund(PYLD) | ETF | 72201R585 | $14.5M | 552,163 | 2.4% |
| Procter and Gamble Co COM(PG) | Stock | 742718109 | $13.6M | 79,980 | 2.3% |
| Microsoft(MSFT) | Stock | 594918104 | $12.9M | 34,238 | 2.1% |
| Ishares Core Dividend Growth ETF(DGRO) | ETF | 46434V621 | $11.6M | 187,094 | 1.9% |
| Nvidia Corp(NVDA) | Stock | 67066G104 | $11.0M | 101,845 | 1.8% |
| JPMorgan Chase & Co. COM(JPM) | Stock | 46625H100 | $9.3M | 37,958 | 1.6% |
| Amazon.com Inc(AMZN) | Stock | 023135106 | $7.4M | 38,964 | 1.2% |
| Meta Platforms Inc CL A(META) | Stock | 30303M102 | $6.5M | 11,282 | 1.1% |
| Ishares Core Msci Eafe ETF(IEFA) | ETF | 46432F842 | $4.9M | 64,936 | 0.8% |
| Visa Inc(V) | Stock | 92826C839 | $4.8M | 13,585 | 0.8% |
| Google Inc(GOOGL) | Stock | 02079K305 | $4.2M | 27,444 | 0.7% |
| Vanguard Russell 1000 Growth ETF(VONG) | ETF | 92206C680 | $4.2M | 45,352 | 0.7% |
| Vanguard Total STK MKT(VTI) | ETF | 922908769 | $4.2M | 15,298 | 0.7% |
| Tesla Motors Inc(TSLA) | Stock | 88160R101 | $4.1M | 15,779 | 0.7% |
| Alphabet Inc Cap STK CL C(GOOG) | Stock | 02079K107 | $3.9M | 25,120 | 0.7% |
| Netflix COM Inc(NFLX) | Stock | 64110L106 | $3.9M | 4,169 | 0.7% |
| Berkshire Hathaway Inc del CL B New(BRK/B) | Stock | 084670702 | $3.6M | 6,779 | 0.6% |
| Exxon Mobil Corp COM(XOM) | Stock | 30231G102 | $3.5M | 29,113 | 0.6% |
| Ishares Msci Emerging Markets EX China ETF(EMXC) | ETF | 46434G764 | $3.3M | 58,997 | 0.5% |
| Ishares TR Msci USA Minimum Volatility Index FD(USMV) | ETF | 46429B697 | $3.2M | 33,639 | 0.5% |
| Ishares S&P 500 Index(IVV) | ETF | 464287200 | $3.1M | 5,539 | 0.5% |
| Johnson & Johnson COM(JNJ) | Stock | 478160104 | $3.0M | 18,294 | 0.5% |
| Vanguard Ftse Developed Markets ETF(VEA) | ETF | 921943858 | $3.0M | 59,247 | 0.5% |
| Unitedhealth Group(UNH) | Stock | 91324P102 | $3.0M | 5,676 | 0.5% |
| PNC Finl Svcs Group Inc COM(PNC) | Stock | 693475105 | $2.8M | 16,121 | 0.5% |
| Home Depot(HD) | Stock | 437076102 | $2.8M | 7,720 | 0.5% |
| Fifth Third Bancorp(FITB) | Stock | 316773100 | $2.8M | 71,066 | 0.5% |
| Spdr Nuveen Bloomberg High Yield Municipal Bond ETF(HYMB) | ETF | 78464A284 | $2.7M | 106,921 | 0.5% |
| Oracle Corporation(ORCL) | Stock | 68389X105 | $2.7M | 19,180 | 0.4% |
| Pimco Intermediate Municipal Bond Active Exchange-Traded Fund(MUNI) | ETF | 72201R866 | $2.6M | 49,989 | 0.4% |
| ELI Lilly & Co COM(LLY) | Stock | 532457108 | $2.5M | 3,035 | 0.4% |
| Avago Technologies LTD(AVGO) | Stock | 11135F101 | $2.5M | 14,893 | 0.4% |
| Cisco SYS Inc(CSCO) | Stock | 17275R102 | $2.4M | 38,270 | 0.4% |
| Chevron Corp New COM(CVX) | Stock | 166764100 | $2.4M | 14,083 | 0.4% |
| Walmart Inc COM(WMT) | Stock | 931142103 | $2.2M | 24,783 | 0.4% |
| JPMorgan Ultra-Short Income ETF(JPST) | ETF | 46641Q837 | $2.1M | 41,095 | 0.3% |
| Mastercard Inc(MA) | Stock | 57636Q104 | $2.1M | 3,780 | 0.3% |
| Abbvie Inc COM(ABBV) | Stock | 00287Y109 | $2.1M | 9,878 | 0.3% |
| Amgen Inc(AMGN) | Stock | 031162100 | $2.1M | 6,593 | 0.3% |
| Intl Business Machines(IBM) | Stock | 459200101 | $2.0M | 7,992 | 0.3% |
| Snap on Inc COM(SNA) | Stock | 833034101 | $2.0M | 5,858 | 0.3% |