| WLK / Westlake Corporation
|
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|
|
| JIVE / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF
|
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|
|
| AMERICAN BALANCED FD
/ MUTUAL (024071771) |
|
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| CAPITAL WORLD GROWTH
/ MUTUAL (140543117) |
|
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| DEUTSCHE DWS MUN TR D
/ MUTUAL (25158T855) |
|
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| FEDERATED HERMES SUS
/ MUTUAL (314195405) |
|
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| INTERNATIONAL GROWTH
/ MUTUAL (45956T774) |
|
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| MAINSTAY FDS TR MACKA
/ MUTUAL (56064L355) |
|
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| MONEY MKT OBLIGS TR F
/ MUTUAL (60934N625) |
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| NEW PERSPECTIVE FD IN
/ MUTUAL (648018778) |
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| NEW WORLD FD INC NEW
/ MUTUAL (649280773) |
|
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| RUSSELL INVT CO TAX M
/ MUTUAL (78249R164) |
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| RUSSELL INVT CO TAX M
/ MUTUAL (782493720) |
|
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| TAX EXEMPT BD FD AMER
/ MUTUAL (876902800) |
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| VANGUARD CHESTER FDS
/ MUTUAL (92202E839) |
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| VANGUARD MONY MKT RES
/ MUTUAL (922906508) |
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| WASHINGTON MUT INVS F
/ MUTUAL (939330775) |
|
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|
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|
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| AFMFX / American Mutual Fund - American Mutual Fund - Class F-3
|
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|
|
| US9229087104 / VANGUARD 500 INDEX FUND VANGUARD 500 INDEX ADM
|
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|
| VPCCX / Vanguard Fenway Funds - Vanguard PRIMECAP Core Fund Investor
|
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|
| RPIFX / T. Rowe Price Institutional Income Funds Inc - T. Rowe Price Institutional Floating Rate Fund
|
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| FIFAX / Income Fund Of America - The Income Fund of America - Class F-3
|
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| RGLXY / RTL Group S.A. - Depositary Receipt (Common Stock)
|
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| PONAX / Pimco Funds - PIMCO Income Fund Class A
|
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| FFICX / Investment Co Of America - The Investment Company of America - Class F-3
|
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| ANGL / VanEck ETF Trust - VanEck Fallen Angel High Yield Bond ETF
|
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| AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF
|
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| PGR / The Progressive Corporation
|
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| ETN / Eaton Corporation plc
|
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| ADBE / Adobe Inc.
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| PLD / Prologis, Inc.
|
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| OVL / Listed Funds Trust - Overlay Shares Large Cap Equity ETF
|
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| KO / The Coca-Cola Company
|
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| PEP / PepsiCo, Inc.
|
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| ABT / Abbott Laboratories
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| XOM / Exxon Mobil Corporation
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| UNH / UnitedHealth Group Incorporated
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| CSCO / Cisco Systems, Inc.
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| MPW / Medical Properties Trust, Inc.
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| JNJ / Johnson & Johnson
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| AMZN / Amazon.com, Inc.
|
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| HEDJ / WisdomTree Trust - WisdomTree Europe Hedged Equity Fund
|
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| GOOGL / Alphabet Inc.
|
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| MCD / McDonald's Corporation
|
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|
|
| CGDV / Capital Group Dividend Value ETF
|
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|
|
| RYLD / Global X Funds - Global X Russell 2000 Covered Call ETF
|
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|
| SYBT / Stock Yards Bancorp, Inc.
|
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| SDY / SPDR Series Trust - SPDR S&P Dividend ETF
|
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| ERIE / Erie Indemnity Company
|
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| LII / Lennox International Inc.
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| LMT / Lockheed Martin Corporation
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| TSLA / Tesla, Inc.
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| AVGO / Broadcom Inc.
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| AXP / American Express Company
|
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| WY / Weyerhaeuser Company
|
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| HBAN / Huntington Bancshares Incorporated
|
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| CMF / iShares Trust - iShares California Muni Bond ETF
|
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| GPIQ / Goldman Sachs ETF Trust - Goldman Sachs Nasdaq-100 Premium Income ETF
|
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| US7414794062 / T Rowe Price Growth Stock Fund Inc
|
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| US8852151948 / THRNB-STR IN-I
|
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|
| PEIIX / Principal Funds Inc - Principal Equity Income Fund Institutional Class
|
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| NVDA / NVIDIA Corporation
|
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| IYG / iShares Trust - iShares U.S. Financial Services ETF
|
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| V / Visa Inc.
|
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| IJR / iShares Trust - iShares Core S&P Small-Cap ETF
|
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| BSX / Boston Scientific Corporation
|
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| US0570718546 / Baird Aggregate Bond Fund
|
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|
|
| SRLN / SSGA Active Trust - SPDR Blackstone Senior Loan ETF
|
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|
| MLPX / Global X Funds - Global X MLP & Energy Infrastructure ETF
|
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|
| LVS / Las Vegas Sands Corp.
|
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|
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| US94988A7349 / ALLSP-CA T/F-INS
|
|
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|
|
|
|
|
| BND / Vanguard Bond Index Funds - Vanguard Total Bond Market ETF
|
|
|
|
|
|
|
|
| VIG / Vanguard Specialized Funds - Vanguard Dividend Appreciation ETF
|
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|
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|
|
|
|
| PCFBY / Pacific Basin Shipping Limited - Depositary Receipt (Common Stock)
|
|
|
|
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|
|
| US0570716565 / BAIRD-CORE IN-US
|
|
|
|
|
|
|
|
| AMCFX / Amcap Fund - AMCAP Fund Class F2
|
|
|
|
|
|
|
|
| US67065Q7723 / NUVEEN HIGH YLD MUNI BND-
|
|
|
|
|
|
|
|
| FUNFX / American Funds Fundamental Investors - American Funds Fundamental Investors - Class F-3
|
|
|
|
|
|
|
|
| CFIHX / Capital Income Builder - Capital Income Builder - Class F-3
|
|
|
|
|
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|
|
| MO / Altria Group, Inc.
|
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|
|
| CGGR / Capital Group Growth ETF
|
|
|
|
|
|
|
|
| SCHI / Schwab Strategic Trust - Schwab 5-10 Year Corporate Bond ETF
|
|
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|
|
| VO / Vanguard Index Funds - Vanguard Mid-Cap ETF
|
|
|
|
|
|
|
|
| IWD / iShares Trust - iShares Russell 1000 Value ETF
|
|
|
|
|
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|
|
| MDY / SPDR S&P MidCap 400 ETF Trust
|
|
|
|
|
|
|
|
| NFLX / Netflix, Inc.
|
|
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|
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|
|
| VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF
|
|
|
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|
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|
| HMOP / Hartford Funds Exchange-Traded Trust - Hartford Municipal Opportunities ETF
|
|
|
|
|
|
|
|
| CI / The Cigna Group
|
|
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|
|
|
|
|
| POSKX / Primecap Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
|
|
|
|
|
|
|
| VTV / Vanguard Index Funds - Vanguard Value ETF
|
|
|
|
|
|
|
|
| HYS / PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
|
|
|
|
|
|
|
|
| IVW / iShares Trust - iShares S&P 500 Growth ETF
|
|
|
|
|
|
|
|
| EWC / iShares, Inc. - iShares MSCI Canada ETF
|
|
|
|
|
|
|
|
| PG / The Procter & Gamble Company
|
|
|
|
|
|
|
|
| XLK / The Select Sector SPDR Trust - The Technology Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| HUPHY / Hutchison Port Holdings Trust - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| EFA / iShares Trust - iShares MSCI EAFE ETF
|
|
|
|
|
|
|
|
| XLC / The Select Sector SPDR Trust - The Communication Services Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| AAPL / Apple Inc.
|
|
|
|
|
|
|
|
| RFCI / ALPS ETF Trust - RiverFront Dynamic Core Income ETF
|
|
|
|
|
|
|
|
| MCK / McKesson Corporation
|
|
|
|
|
|
|
|
| XLI / The Select Sector SPDR Trust - The Industrial Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| VYM / Vanguard Whitehall Funds - Vanguard High Dividend Yield ETF
|
|
|
|
|
|
|
|
| TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| IWR / iShares Trust - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
|
|
| HD / The Home Depot, Inc.
|
|
|
|
|
|
|
|
| DD / DuPont de Nemours, Inc.
|
|
|
|
|
|
|
|
| BA / The Boeing Company
|
|
|
|
|
|
|
|
| GAFFX / Growth Fund Of America - Growth Fund of America - Class F-3
|
|
|
|
|
|
|
|
| VWO / Vanguard International Equity Index Funds - Vanguard FTSE Emerging Markets ETF
|
|
|
|
|
|
|
|
| BSCT / Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Corporate Bond ETF
|
|
|
|
|
|
|
|
| IBM / International Business Machines Corporation
|
|
|
|
|
|
|
|
| DUK / Duke Energy Corporation
|
|
|
|
|
|
|
|
| BRK.B / Berkshire Hathaway Inc.
|
|
|
|
|
|
|
|
| VTEB / Vanguard Municipal Bond Funds - Vanguard Tax-Exempt Bond ETF
|
|
|
|
|
|
|
|
| ARLP / Alliance Resource Partners, L.P. - Limited Partnership
|
|
|
|
|
|
|
|
| MOTI / VanEck ETF Trust - VanEck Morningstar International Moat ETF
|
|
|
|
|
|
|
|
| HDUS / Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
|
|
| IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| CHDN / Churchill Downs Incorporated
|
|
|
|
|
|
|
|
| NDVLY / New World Development Company Limited - Depositary Receipt (Common Stock)
|
|
|
|
|
|
|
|
| PRUIX / T. Rowe Price Index Trust Inc - T. Rowe Price Equity Index 500 Fund I Class
|
|
|
|
|
|
|
|
| RPIBX / T Rowe Price International Funds Inc - T. Rowe Price International Bond Fund Investor Class
|
|
|
|
|
|
|
|
| WHR / Whirlpool Corporation
|
|
|
|
|
|
|
|
| VDE / Vanguard World Fund - Vanguard Energy ETF
|
|
|
|
|
|
|
|
| SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
|
|
|
|
|
|
|
|
| FLJP / Franklin Templeton ETF Trust - Franklin FTSE Japan ETF
|
|
|
|
|
|
|
|
| VGLT / Vanguard Scottsdale Funds - Vanguard Long-Term Treasury ETF
|
|
|
|
|
|
|
|
| FI / Fiserv, Inc.
|
|
|
|
|
|
|
|
| MMM / 3M Company
|
|
|
|
|
|
|
|
| XLV / The Select Sector SPDR Trust - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| RFDA / ALPS ETF Trust - RiverFront Dynamic US Dividend Advantage ETF
|
|
|
|
|
|
|
|
| LDOS / Leidos Holdings, Inc.
|
|
|
|
|
|
|
|
| MEIIX / Mfs Series Trust I - MFS Value Fund Class I
|
|
|
|
|
|
|
|
| IEFA / iShares Trust - iShares Core MSCI EAFE ETF
|
|
|
|
|
|
|
|
| PSCI / Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Industrials ETF
|
|
|
|
|
|
|
|
| TFC / Truist Financial Corporation
|
|
|
|
|
|
|
|
| CDNS / Cadence Design Systems, Inc.
|
|
|
|
|
|
|
|
| TMP / Tompkins Financial Corporation
|
|
|
|
|
|
|
|
| EMM / Global X Funds - Global X Emerging Markets ex-China ETF
|
|
|
|
|
|
|
|
| F / Ford Motor Company
|
|
|
|
|
|
|
|
| US3159116934 / FIDELITY TOTAL MARKET INDEX FUNDFIDELITY ADV
|
|
|
|
|
|
|
|
| LLY / Eli Lilly and Company
|
|
|
|
|
|
|
|
| HON / Honeywell International Inc.
|
|
|
|
|
|
|
|
| SPY / SPDR S&P 500 ETF
|
|
|
|
|
|
|
|
| VTSAX / Vanguard Index Funds - Vanguard Total Stock Market Index Fund Admiral
|
|
|
|
|
|
|
|
| SFCWX / Smallcap World Fund Inc - SMALLCAP World Fund Class F-3
|
|
|
|
|
|
|
|
| WSBC / WesBanco, Inc.
|
|
|
|
|
|
|
|
| COP / ConocoPhillips
|
|
|
|
|
|
|
|
| FEUPX / Europacific Growth Fund - EuroPacific Growth Fund - Class F-3
|
|
|
|
|
|
|
|
| RFEM / First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF
|
|
|
|
|
|
|
|
| TLH / iShares Trust - iShares 10-20 Year Treasury Bond ETF
|
|
|
|
|
|
|
|
| XYLD / Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
|
|
| DE / Deere & Company
|
|
|
|
|
|
|
|
| VZ / Verizon Communications Inc.
|
|
|
|
|
|
|
|
| XLY / The Select Sector SPDR Trust - The Consumer Discretionary Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| JMUB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Municipal ETF
|
|
|
|
|
|
|
|
| UNP / Union Pacific Corporation
|
|
|
|
|
|
|
|
| DIS / The Walt Disney Company
|
|
|
|
|
|
|
|
| EUFN / iShares Trust - iShares MSCI Europe Financials ETF
|
|
|
|
|
|
|
|
| ORCL / Oracle Corporation
|
|
|
|
|
|
|
|
| TMO / Thermo Fisher Scientific Inc.
|
|
|
|
|
|
|
|
| JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF
|
|
|
|
|
|
|
|
| ZROZ / PIMCO ETF Trust - PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund
|
|
|
|
|
|
|
|
| QCOM / QUALCOMM Incorporated
|
|
|
|
|
|
|
|
| RTX / RTX Corporation
|
|
|
|
|
|
|
|
| WMT / Walmart Inc.
|
|
|
|
|
|
|
|
| JPM / JPMorgan Chase & Co.
|
|
|
|
|
|
|
|
| NOC / Northrop Grumman Corporation
|
|
|
|
|
|
|
|
| SPLG / SPDR Series Trust - SPDR Portfolio S&P 500 ETF
|
|
|
|
|
|
|
|
| BX / Blackstone Inc.
|
|
|
|
|
|
|
|
| PRFZ / Invesco Exchange-Traded Fund Trust - Invesco RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
|
|
| IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
|
|
|
|
|
|
|
|
| XLB / The Select Sector SPDR Trust - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
|
|
| IWF / iShares Trust - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
|
|
| CAT / Caterpillar Inc.
|
|
|
|
|
|
|
|
| HIG / The Hartford Insurance Group, Inc.
|
|
|
|
|
|
|
|
| SOXX / iShares Trust - iShares Semiconductor ETF
|
|
|
|
|
|
|
|
| VCLT / Vanguard Scottsdale Funds - Vanguard Long-Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| HSY / The Hershey Company
|
|
|
|
|
|
|
|
| EOG / EOG Resources, Inc.
|
|
|
|
|
|
|
|
| ADP / Automatic Data Processing, Inc.
|
|
|
|
|
|
|
|
| VOO / Vanguard Index Funds - Vanguard S&P 500 ETF
|
|
|
|
|
|
|
|
| SMH / VanEck ETF Trust - VanEck Semiconductor ETF
|
|
|
|
|
|
|
|
| LOW / Lowe's Companies, Inc.
|
|
|
|
|
|
|
|
| D / Dominion Energy, Inc.
|
|
|
|
|
|
|
|
| ACWX / iShares Trust - iShares MSCI ACWI ex U.S. ETF
|
|
|
|
|
|
|
|
| TRV / The Travelers Companies, Inc.
|
|
|
|
|
|
|
|
| EIX / Edison International
|
|
|
|
|
|
|
|
| JAAA / Janus Detroit Street Trust - Janus Henderson AAA CLO ETF
|
|
|
|
|
|
|
|
| GOOG / Alphabet Inc.
|
|
|
|
|
|
|
|
| SPLB / SPDR Series Trust - SPDR Portfolio Long Term Corporate Bond ETF
|
|
|
|
|
|
|
|
| DOW / Dow Inc.
|
|
|
|
|
|
|
|
| JPMB / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan USD Emerging Markets Sovereign Bond ETF
|
|
|
|
|
|
|
|
| QQQ / Invesco QQQ Trust, Series 1
|
|
|
|
|
|
|
|
| BAC / Bank of America Corporation
|
|
|
|
|
|
|
|
| VUG / Vanguard Index Funds - Vanguard Growth ETF
|
|
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| PNC / The PNC Financial Services Group, Inc.
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| SHYG / iShares Trust - iShares 0-5 Year High Yield Corporate Bond ETF
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| XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund
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| CVX / Chevron Corporation
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| COST / Costco Wholesale Corporation
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| VEA / Vanguard Tax-Managed Funds - Vanguard FTSE Developed Markets ETF
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| OEF / iShares Trust - iShares S&P 100 ETF
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| IWM / iShares Trust - iShares Russell 2000 ETF
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| MRK / Merck & Co., Inc.
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| HYGW / iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF
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| JEPQ / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Nasdaq Equity Premium Income ETF
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| EPD / Enterprise Products Partners L.P. - Limited Partnership
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| META / Meta Platforms, Inc.
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| BGAOY / Proximus PLC - Depositary Receipt (Common Stock)
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| RFFC / ALPS ETF Trust - ALPS Active Equity Opportunity ETF
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| XCCC / BondBloxx ETF Trust - BondBloxx CCC Rated USD High Yield Corporate Bond ETF
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| IJH / iShares Trust - iShares Core S&P Mid-Cap ETF
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| EDV / Vanguard World Fund - Vanguard Extended Duration Treasury ETF
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| SYK / Stryker Corporation
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| HDEF / DBX ETF Trust - Xtrackers MSCI EAFE High Dividend Yield Equity ETF
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| IYW / iShares Trust - iShares U.S. Technology ETF
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| VGT / Vanguard World Fund - Vanguard Information Technology ETF
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| QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF
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| KMI / Kinder Morgan, Inc.
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| IGLB / iShares Trust - iShares 10+ Year Investment Grade Corporate Bond ETF
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| SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF
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| WFC / Wells Fargo & Company
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| EFV / iShares Trust - iShares MSCI EAFE Value ETF
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| IEMG / iShares, Inc. - iShares Core MSCI Emerging Markets ETF
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| IHI / iShares Trust - iShares U.S. Medical Devices ETF
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| FCX / Freeport-McMoRan Inc.
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| MUB / iShares Trust - iShares National Muni Bond ETF
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| SBUX / Starbucks Corporation
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| XLE / The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund
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| IVV / iShares Trust - iShares Core S&P 500 ETF
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| JEPI / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Equity Premium Income ETF
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| QQQM / Invesco Exchange-Traded Fund Trust II - Invesco NASDAQ 100 ETF
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| VCSH / Vanguard Scottsdale Funds - Vanguard Short-Term Corporate Bond ETF
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| IEF / iShares Trust - iShares 7-10 Year Treasury Bond ETF
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| CTVA / Corteva, Inc.
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| MSA / MSA Safety Incorporated
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| EMB / iShares Trust - iShares J.P. Morgan USD Emerging Markets Bond ETF
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| RFDI / First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF
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| BBCA / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Canada ETF
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| MA / Mastercard Incorporated
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| GSLC / Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
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| MSFT / Microsoft Corporation
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| MGA / Magna International Inc.
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| EMXC / iShares, Inc. - iShares MSCI Emerging Markets ex China ETF
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| TLT / iShares Trust - iShares 20+ Year Treasury Bond ETF
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| PAVE / Global X Funds - Global X U.S. Infrastructure Development ETF
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| XLP / The Select Sector SPDR Trust - The Consumer Staples Select Sector SPDR Fund
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| VCIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Corporate Bond ETF
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| ABBV / AbbVie Inc.
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| IVE / iShares Trust - iShares S&P 500 Value ETF
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| RIGS / ALPS ETF Trust - RiverFront Strategic Income Fund
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| XRX / Xerox Holdings Corporation
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| CRM / Salesforce, Inc.
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| MGC / Vanguard World Fund - Vanguard Mega Cap ETF
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| FTCS / First Trust Exchange-Traded Fund - First Trust Capital Strength ETF
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.
