FORVIS Wealth Advisors, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1352864
Institutional-grade research for retail investors
13F Reported Value
ⓘ$5.3B
Holdings
399
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
FORVIS Wealth Advisors, LLC disclosed 399 positions worth $5.3B in its Form 13F-HR for Q1 2026. During the quarter the fund opened 7 new positions and exited 11 — including a new stake in $FITB. The portfolio is most concentrated in Other (84.7% of disclosed assets). All figures are sourced directly from FORVIS Wealth Advisors, LLC’s Form 13F-HR filing with the SEC under CIK 1352864.
AI Fund Analysis
StableVANGUARD INDEX FDS
30.4% weight
Held 9 quarters
VANGUARD INTL EQUITY INDEX
10.8% weight
Held 9 quarters
J P MORGAN EXCHANGE TRADED
3.5% weight
Held 8 quarters
VANGUARD MALVERN FDS
3.0% weight
Held 8 quarters
SCHWAB STRATEGIC TR
3.0% weight
Held 9 quarters
VANGUARD INDEX FDS
8 quarters accumulating
VANGUARD INTL EQUITY INDEX
8 quarters accumulating
T ROWE PRICE ETF INC
8 quarters accumulating
J P MORGAN EXCHANGE TRADED
8 quarters accumulating
$OGE8 quarters accumulating
Sector Allocation
OtherTechnologyFinancialsHealthcareIndustrialsConsumer Discretionary
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD INDEX FDS
—Quality
$1.6B4,998,917 shVANGUARD INTL EQUITY INDEX F
—Quality
$567.2M7,552,483 shJ P MORGAN EXCHANGE TRADED F
—Quality
$185.0M2,894,024 shVANGUARD MALVERN FDS
—Quality
$158.7M2,051,110 shSCHWAB STRATEGIC TR
—Quality
$156.4M6,230,006 shISHARES TR
—Quality
$151.4M1,525,036 shVANGUARD INDEX FDS
—Quality
$133.3M223,124 shFIDELITY MERRIMACK STR TR
—Quality
$128.6M2,818,729 shISHARES TR
—Quality
$111.8M171,207 shT ROWE PRICE ETF INC
—Quality
$110.4M2,700,185 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD INDEX FDS | — | $1.6B | 4,998,917 |
| VANGUARD INTL EQUITY INDEX F | — | $567.2M | 7,552,483 |
| J P MORGAN EXCHANGE TRADED F | — | $185.0M | 2,894,024 |
| VANGUARD MALVERN FDS | — | $158.7M | 2,051,110 |
| SCHWAB STRATEGIC TR | — | $156.4M | 6,230,006 |
| ISHARES TR | — | $151.4M | 1,525,036 |
| VANGUARD INDEX FDS | — | $133.3M | 223,124 |
| FIDELITY MERRIMACK STR TR | — | $128.6M | 2,818,729 |
| ISHARES TR | — | $111.8M | 171,207 |
| T ROWE PRICE ETF INC | — | $110.4M | 2,700,185 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FORVIS Wealth Advisors, LLC's 399 positions.
Showing top 10 of 399 holdings.
Sector Allocation
Other
$4.5B
Technology
$263.8M
Financials
$157.8M
Healthcare
$93.1M
Industrials
$87.2M
Consumer Discretionary
$73.5M
Energy
$51.0M
Consumer Staples
$31.8M
Full Holdings — FORVIS Wealth Advisors, LLC (Q1 2026)
All 399 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD INDEX FDS | $1.6B | 30.4% | +3% | — |
| 2 | — | VANGUARD INTL EQUITY INDEX F | $567.2M | 10.8% | +2% | — |
| 3 | — | J P MORGAN EXCHANGE TRADED F | $185.0M | 3.5% | +10% | — |
| 4 | — | VANGUARD MALVERN FDS | $158.7M | 3.0% | +20% | — |
| 5 | — | SCHWAB STRATEGIC TR | $156.4M | 3.0% | +1% | — |
| 6 | — | ISHARES TR | $151.4M | 2.9% | +3% | — |
| 7 | — | VANGUARD INDEX FDS | $133.3M | 2.5% | -5% | — |
| 8 | — | FIDELITY MERRIMACK STR TR | $128.6M | 2.4% | +4% | — |
| 9 | — | ISHARES TR | $111.8M | 2.1% | +3% | — |
| 10 | — | T ROWE PRICE ETF INC | $110.4M | 2.1% | +18% | — |
| 11 | — | DIMENSIONAL ETF TRUST | $106.8M | 2.0% | +10% | — |
| 12 | — | ISHARES TR | $67.3M | 1.3% | +0% | — |
| 13 | — | ISHARES TR | $65.2M | 1.2% | -2% | — |
| 14 | — | J P MORGAN EXCHANGE TRADED F | $63.4M | 1.2% | +3% | — |
| 15 | — | DIMENSIONAL ETF TRUST | $59.1M | 1.1% | -4% | — |
| 16 |  $AAPL | Apple Inc. | $50.0M | 0.9% | -1% | 76.1 |
| 17 | — | ISHARES TR | $48.2M | 0.9% | -2% | — |
| 18 | — | ISHARES TR | $45.2M | 0.9% | -3% | — |
| 19 |  $NVDA | NVIDIA CORP | $44.8M | 0.8% | -7% | 90.2 |
| 20 | — | SCHWAB STRATEGIC TR | $43.0M | 0.8% | -5% | — |
| 21 | — | VANGUARD WORLD FD | $41.5M | 0.8% | -7% | — |
| 22 |  $LLY | ELI LILLY & Co | $39.1M | 0.7% | -2% | 89.3 |
| 23 | — | DIMENSIONAL ETF TRUST | $36.1M | 0.7% | -1% | — |
| 24 | — | DIMENSIONAL ETF TRUST | $35.9M | 0.7% | -4% | — |
| 25 | — | ISHARES TR | $32.2M | 0.6% | -1% | — |
| 26 | — | DIMENSIONAL ETF TRUST | $30.2M | 0.6% | -4% | — |
| 27 | — | ISHARES TR | $29.6M | 0.6% | -1% | — |
| 28 |  $MSFT | MICROSOFT CORP | $27.2M | 0.5% | +2% | 83.7 |
| 29 |  $GOOG | Alphabet Inc. | $24.5M | 0.5% | -4% | 80.2 |
| 30 |  $IVZ | Invesco Ltd. | $24.1M | 0.5% | -1% | — |
| 31 |  $STT | STATE STREET CORP | $23.3M | 0.4% | -6% | 61.5 |
| 32 | — | VANGUARD INDEX FDS | $22.7M | 0.4% | -7% | — |
| 33 |  $SPY | SPDR S&P 500 ETF TRUST | $21.1M | 0.4% | -2% | — |
| 34 |  $JKHY | JACK HENRY & ASSOCIATES INC | $20.0M | 0.4% | -6% | 72.8 |
| 35 | — | VANGUARD INDEX FDS | $20.0M | 0.4% | -5% | — |
| 36 |  $JPM | JPMORGAN CHASE & CO | $19.3M | 0.4% | -1% | 35.6 |
| 37 | — | ISHARES TR | $18.4M | 0.3% | -0% | — |
| 38 | — | DIMENSIONAL ETF TRUST | $18.3M | 0.3% | -6% | — |
| 39 |  $ORLY | O REILLY AUTOMOTIVE INC | $17.8M | 0.3% | -2% | 72.7 |
| 40 | — | VANGUARD INDEX FDS | $17.2M | 0.3% | -3% | — |
| 41 | — | ADVISORS INNER CIRCLE FD III | $16.6M | 0.3% | +504% | — |
| 42 | — | ISHARES TR | $16.4M | 0.3% | +3% | — |
| 43 | — | ISHARES TR | $15.8M | 0.3% | -6% | — |
| 44 | $IVZ | Invesco Ltd. | $15.7M | 0.3% | -4% | — |
| 45 |  $PWR | QUANTA SERVICES, INC. | $14.2M | 0.3% | -6% | 62.6 |
| 46 |  $AMZN | AMAZON COM INC | $14.1M | 0.3% | +6% | 74.6 |
| 47 |  $JNJ | JOHNSON & JOHNSON | $13.9M | 0.3% | +0% | 72.8 |
| 48 |  $CAT | CATERPILLAR INC | $13.3M | 0.3% | -8% | 67.8 |
| 49 | — | ISHARES TR | $13.0M | 0.3% | -5% | — |
| 50 | — | VANGUARD INDEX FDS | $12.4M | 0.2% | -3% | — |
| 51 | — | VANGUARD WHITEHALL FDS | $12.0M | 0.2% | -1% | — |
| 52 |  $WMT | Walmart Inc. | $11.8M | 0.2% | +3% | 63.2 |
| 53 |  $CSCO | CISCO SYSTEMS, INC. | $11.2M | 0.2% | -0% | 72.3 |
| 54 | — | DIMENSIONAL ETF TRUST | $11.2M | 0.2% | -18% | — |
| 55 | — | SPDR SERIES TRUST | $11.2M | 0.2% | -1% | — |
| 56 |  $RIG | Transocean Ltd. | $10.9M | 0.2% | -44% | — |
| 57 | — | DIMENSIONAL ETF TRUST | $10.8M | 0.2% | -17% | — |
| 58 |  $KLAC | KLA CORP | $10.5M | 0.2% | -5% | 84.4 |
| 59 |  $BRK.B | BERKSHIRE HATHAWAY INC | $10.4M | 0.2% | -1% | 64.5 |
| 60 | — | VANGUARD SPECIALIZED FUNDS | $10.0M | 0.2% | -6% | — |
| 61 | — | DIMENSIONAL ETF TRUST | $10.0M | 0.2% | -11% | — |
| 62 | — | VANGUARD MUN BD FDS | $9.9M | 0.2% | -1% | — |
| 63 | — | DIMENSIONAL ETF TRUST | $9.7M | 0.2% | +2% | — |
| 64 | — | VANGUARD INTL EQUITY INDEX F | $9.4M | 0.2% | +0% | — |
| 65 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $9.1M | 0.2% | +0% | 66.7 |
| 66 |  $CVX | CHEVRON CORP | $8.4M | 0.2% | -1% | 54.7 |
| 67 |  $META | Meta Platforms, Inc. | $8.2M | 0.2% | +2% | 80.9 |
| 68 |  $VLO | VALERO ENERGY CORP/TX | $8.0M | 0.1% | -1% | 51.4 |
| 69 |  $LOW | LOWES COMPANIES INC | $7.8M | 0.1% | -2% | 63.5 |
| 70 |  $APH | AMPHENOL CORP /DE/ | $7.7M | 0.1% | -1% | 80.5 |
| 71 |  $ORCL | ORACLE CORP | $7.7M | 0.1% | -8% | 67.2 |
| 72 |  $AMAT | APPLIED MATERIALS INC /DE | $7.6M | 0.1% | -1% | 74.8 |
| 73 |  $XOM | EXXON MOBIL CORP | $7.5M | 0.1% | +1% | 61.8 |
| 74 |  $BAC | BANK OF AMERICA CORP /DE/ | $7.5M | 0.1% | -0% | 68.4 |
| 75 |  $AVGO | Broadcom Inc. | $7.4M | 0.1% | +3% | 86.4 |
| 76 | — | ISHARES INC | $7.4M | 0.1% | -4% | — |
| 77 | — | ISHARES TR | $7.3M | 0.1% | -3% | — |
| 78 | — | INNOVATOR ETFS TRUST | $7.0M | 0.1% | -11% | — |
| 79 |  $GOOGL | Alphabet Inc. | $7.0M | 0.1% | +4% | 80.2 |
| 80 |  $MCK | MCKESSON CORP | $6.7M | 0.1% | -5% | 63.7 |
| 81 |  $GLDM | World Gold Trust | $6.3M | 0.1% | -0% | — |
| 82 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $6.3M | 0.1% | +5% | — |
| 83 | — | DIMENSIONAL ETF TRUST | $6.1M | 0.1% | -15% | — |
| 84 |  $COP | CONOCOPHILLIPS | $6.1M | 0.1% | +1% | 74.8 |
| 85 | — | ISHARES TR | $6.1M | 0.1% | -9% | — |
| 86 | — | INNOVATOR ETFS TRUST | $6.0M | 0.1% | -18% | — |
| 87 |  $MRK | Merck & Co., Inc. | $5.9M | 0.1% | +0% | 70.9 |
| 88 |  $ABBV | AbbVie Inc. | $5.8M | 0.1% | +2% | 59.3 |
| 89 |  $RTX | RTX Corp | $5.6M | 0.1% | -4% | 70 |
| 90 | — | INNOVATOR ETFS TRUST | $5.4M | 0.1% | -11% | — |
| 91 | — | INNOVATOR ETFS TRUST | $5.4M | 0.1% | -19% | — |
| 92 | — | INNOVATOR ETFS TRUST | $5.3M | 0.1% | -15% | — |
| 93 |  $DIS | Walt Disney Co | $5.2M | 0.1% | +1% | 68.9 |
| 94 |  $MA | Mastercard Inc | $5.0M | 0.1% | +0% | 81.7 |
| 95 |  $CMI | CUMMINS INC | $5.0M | 0.1% | -3% | 58.9 |
| 96 |  $PEP | PEPSICO INC | $4.9M | 0.1% | +0% | 62.7 |
| 97 |  $SYK | STRYKER CORP | $4.8M | 0.1% | -1% | 69.8 |
| 98 |  $PG | PROCTER & GAMBLE Co | $4.8M | 0.1% | +0% | 72.9 |
| 99 |  $AXP | AMERICAN EXPRESS CO | $4.6M | 0.1% | -0% | 73.2 |
| 100 |  $INCY | INCYTE CORP | $4.5M | 0.1% | -1% | 81.2 |
| 101 | — | ISHARES TR | $4.4M | 0.1% | +1% | — |
| 102 |  $VZ | VERIZON COMMUNICATIONS INC | $4.2M | 0.1% | +1% | 71.6 |
| 103 |  $TRV | TRAVELERS COMPANIES, INC. | $4.1M | 0.1% | +2% | 71.5 |
| 104 | — | PIMCO ETF TR | $4.1M | 0.1% | -0% | — |
| 105 |  $COF | CAPITAL ONE FINANCIAL CORP | $3.9M | 0.1% | -4% | 71 |
| 106 |  $PEG | PUBLIC SERVICE ENTERPRISE GROUP INC | $3.8M | 0.1% | +1% | 74.6 |
| 107 |  $ACN | Accenture plc | $3.7M | 0.1% | +1% | — |
| 108 | — | J P MORGAN EXCHANGE TRADED F | $3.7M | 0.1% | +12% | — |
| 109 |  $TSLA | Tesla, Inc. | $3.7M | 0.1% | +1% | 50.1 |
| 110 |  $GE | GENERAL ELECTRIC CO | $3.6M | 0.1% | -0% | 74.8 |
| 111 |  $TGT | TARGET CORP | $3.6M | 0.1% | +6% | 53.1 |
| 112 |  $HPQ | HP INC | $3.6M | 0.1% | -3% | 58.9 |
| 113 |  $CSX | CSX CORP | $3.5M | 0.1% | +5% | 66.4 |
| 114 | — | ISHARES TR | $3.4M | 0.1% | -0% | — |
| 115 |  $KO | COCA COLA CO | $3.3M | 0.1% | +1% | 74 |
| 116 |  $DRI | DARDEN RESTAURANTS INC | $3.3M | 0.1% | -0% | 68.6 |
| 117 |  $URI | UNITED RENTALS, INC. | $3.2M | 0.1% | -0% | 70.7 |
| 118 | — | ISHARES TR | $3.2M | 0.1% | -2% | — |
| 119 |  $GEV | GE Vernova Inc. | $3.0M | 0.1% | -4% | 70.1 |
| 120 | — | DIMENSIONAL ETF TRUST | $3.0M | 0.1% | -18% | — |
| 121 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.0M | 0.1% | -14% | 63.7 |
| 122 |  $APTV | Aptiv PLC | $3.0M | 0.1% | +2% | — |
| 123 |  $DTB | DTE ENERGY CO | $2.8M | 0.1% | +1% | — |
| 124 |  $DHI | HORTON D R INC /DE/ | $2.8M | 0.1% | +9% | 54.6 |
| 125 | — | INNOVATOR ETFS TRUST | $2.7M | 0.1% | -1% | — |
| 126 |  $HD | HOME DEPOT, INC. | $2.7M | 0.1% | +2% | 69.2 |
| 127 |  $V | VISA INC. | $2.7M | 0.1% | +0% | 83.5 |
| 128 |  $GS | GOLDMAN SACHS GROUP INC | $2.7M | 0.1% | +3% | — |
| 129 | — | INNOVATOR ETFS TRUST | $2.6M | 0.1% | -2% | — |
| 130 | — | ISHARES TR | $2.6M | 0.1% | -1% | — |
| 131 | — | INNOVATOR ETFS TRUST | $2.6M | 0.1% | -5% | — |
| 132 |  $DUK | Duke Energy CORP | $2.5M | 0.1% | +4% | 64 |
| 133 | — | INNOVATOR ETFS TRUST | $2.5M | 0.1% | -10% | — |
| 134 |  $MCD | MCDONALDS CORP | $2.5M | 0.1% | +0% | 73.9 |
| 135 |  $LKQ | LKQ CORP | $2.5M | 0.1% | +5% | 54.3 |
| 136 | — | SELECT SECTOR SPDR TR | $2.4M | 0.1% | -5% | — |
| 137 |  $GLW | CORNING INC /NY | $2.4M | 0.1% | +1% | 72.7 |
| 138 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $2.4M | 0.0% | -4% | 75.1 |
| 139 |  $MMM | 3M CO | $2.2M | 0.0% | -1% | 60.7 |
| 140 |  $DHR | DANAHER CORP /DE/ | $2.2M | 0.0% | +0% | 63.9 |
| 141 |  $ALLE | Allegion plc | $2.2M | 0.0% | -2% | — |
| 142 | — | PIMCO ETF TR | $2.2M | 0.0% | +3% | — |
| 143 |  $ABT | ABBOTT LABORATORIES | $2.2M | 0.0% | -4% | 67 |
| 144 | — | ISHARES TR | $2.1M | 0.0% | +0% | — |
| 145 |  $MCHP | MICROCHIP TECHNOLOGY INC | $2.1M | 0.0% | -1% | 40 |
| 146 |  $PCAR | PACCAR INC | $2.1M | 0.0% | -13% | 56.5 |
| 147 |  $PM | Philip Morris International Inc. | $2.1M | 0.0% | +5% | 80.5 |
| 148 |  $LH | LABCORP HOLDINGS INC. | $2.1M | 0.0% | -2% | 54.8 |
| 149 |  $TSN | TYSON FOODS, INC. | $2.1M | 0.0% | +4% | 51.9 |
| 150 |  $NEE | NEXTERA ENERGY INC | $2.1M | 0.0% | -1% | 71.7 |
| 151 |  $CBRE | CBRE GROUP, INC. | $2.1M | 0.0% | +3% | 62.9 |
| 152 | — | INNOVATOR ETFS TRUST | $2.1M | 0.0% | -2% | — |
| 153 |  $ADBE | ADOBE INC. | $2.1M | 0.0% | +21% | 80.4 |
| 154 |  $ELV | Elevance Health, Inc. | $2.1M | 0.0% | -0% | 59.4 |
| 155 |  $STZ | CONSTELLATION BRANDS, INC. | $2.0M | 0.0% | +8% | 65 |
| 156 | — | ISHARES TR | $2.0M | 0.0% | -2% | — |
| 157 | — | ISHARES TR | $2.0M | 0.0% | -75% | — |
| 158 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $2.0M | 0.0% | -51% | 57.4 |
| 159 |  $AMP | AMERIPRISE FINANCIAL INC | $2.0M | 0.0% | +5% | 70.2 |
| 160 |  $UNM | Unum Group | $1.9M | 0.0% | -3% | 49.5 |
| 161 |  $TXN | TEXAS INSTRUMENTS INC | $1.9M | 0.0% | -3% | 70.4 |
| 162 | — | SELECT SECTOR SPDR TR | $1.9M | 0.0% | -7% | — |
| 163 |  $SNA | Snap-on Inc | $1.8M | 0.0% | -1% | 69.3 |
| 164 |  $MET | METLIFE INC | $1.7M | 0.0% | +13% | 73.9 |
| 165 |  $NFLX | NETFLIX INC | $1.7M | 0.0% | -35% | 86.7 |
| 166 | — | SCHWAB STRATEGIC TR | $1.7M | 0.0% | -2% | — |
| 167 | — | ISHARES TR | $1.6M | 0.0% | +0% | — |
| 168 | — | VANGUARD INDEX FDS | $1.6M | 0.0% | +2% | — |
| 169 |  $WM | WASTE MANAGEMENT INC | $1.6M | 0.0% | -1% | 70.7 |
| 170 |  $EMR | EMERSON ELECTRIC CO | $1.6M | 0.0% | +0% | 65.9 |
| 171 |  $COST | COSTCO WHOLESALE CORP /NEW | $1.6M | 0.0% | -5% | 67 |
| 172 | — | SELECT SECTOR SPDR TR | $1.5M | 0.0% | -3% | — |
| 173 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.5M | 0.0% | -10% | — |
| 174 |  $BMY | BRISTOL MYERS SQUIBB CO | $1.5M | 0.0% | +0% | 70.1 |
| 175 |  $STLD | STEEL DYNAMICS INC | $1.5M | 0.0% | +9% | 56 |
| 176 |  $INTU | INTUIT INC. | $1.5M | 0.0% | +1% | 82 |
| 177 | — | PIMCO ETF TR | $1.5M | 0.0% | +0% | — |
| 178 | — | ISHARES TR | $1.4M | 0.0% | +1% | — |
| 179 |  $MO | ALTRIA GROUP, INC. | $1.4M | 0.0% | -0% | 72.1 |
| 180 |  $CL | COLGATE PALMOLIVE CO | $1.4M | 0.0% | -1% | 72.4 |
| 181 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.0% | +0% | 64.5 |
| 182 | — | DIMENSIONAL ETF TRUST | $1.4M | 0.0% | -9% | — |
| 183 | — | VANGUARD TAX-MANAGED FDS | $1.4M | 0.0% | +21% | — |
| 184 | — | ISHARES TR | $1.4M | 0.0% | -1% | — |
| 185 |  $GLD | SPDR GOLD TRUST | $1.4M | 0.0% | +4% | — |
| 186 | — | SELECT SECTOR SPDR TR | $1.4M | 0.0% | +2% | — |
| 187 |  $SLV | iShares Silver Trust | $1.3M | 0.0% | +30% | — |
| 188 |  $SHW | SHERWIN WILLIAMS CO | $1.3M | 0.0% | -6% | 65.3 |
| 189 |  $CF | CF Industries Holdings, Inc. | $1.3M | 0.0% | -0% | 76.8 |
| 190 |  $PFE | PFIZER INC | $1.3M | 0.0% | +1% | 69 |
| 191 |  $ALL | ALLSTATE CORP | $1.3M | 0.0% | +2% | 76.6 |
| 192 |  $XEL | XCEL ENERGY INC | $1.2M | 0.0% | -3% | — |
| 193 | — | ISHARES TR | $1.2M | 0.0% | -0% | — |
| 194 | — | INVESCO EXCHANGE TRADED FD T | $1.2M | 0.0% | -2% | — |
| 195 |  $ED | CONSOLIDATED EDISON INC | $1.2M | 0.0% | +0% | 71.6 |
| 196 |  $KDP | Keurig Dr Pepper Inc. | $1.2M | 0.0% | -3% | 63.1 |
| 197 | — | INNOVATOR ETFS TRUST | $1.2M | 0.0% | -8% | — |
| 198 |  $PAGP | PLAINS GP HOLDINGS LP | $1.1M | 0.0% | +0% | 52.9 |
| 199 |  $YUM | YUM BRANDS INC | $1.1M | 0.0% | +1% | 71.7 |
| 200 |  $CARR | CARRIER GLOBAL Corp | $1.1M | 0.0% | -0% | 61.5 |
| 201 |  $IAU | ISHARES GOLD TRUST | $1.1M | 0.0% | +0% | — |
| 202 | — | SPDR INDEX SHS FDS | $1.1M | 0.0% | -3% | — |
| 203 | — | SELECT SECTOR SPDR TR | $1.1M | 0.0% | -2% | — |
| 204 | — | SCHWAB STRATEGIC TR | $1.1M | 0.0% | +27% | — |
| 205 | — | VANGUARD WORLD FD | $1.1M | 0.0% | +0% | — |
| 206 |  $WEC | WEC ENERGY GROUP, INC. | $1.1M | 0.0% | -4% | 67 |
| 207 |  $SBUX | STARBUCKS CORP | $1.0M | 0.0% | +2% | 54.6 |
| 208 |  $HST | HOST HOTELS & RESORTS, INC. | $1.0M | 0.0% | -6% | 72.6 |
| 209 |  $CVS | CVS HEALTH Corp | $1.0M | 0.0% | -5% | 51.3 |
| 210 |  $DXCM | DEXCOM INC | $994,627 | 0.0% | -0% | 77.9 |
| 211 | $STT | STATE STREET CORP | $973,575 | 0.0% | -1% | 61.5 |
| 212 |  $SRE | SEMPRA | $959,515 | 0.0% | +2% | 47.6 |
| 213 |  $MSI | Motorola Solutions, Inc. | $958,206 | 0.0% | +0% | 73.8 |
| 214 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $944,762 | 0.0% | +2% | — |
| 215 |  $HON | HONEYWELL INTERNATIONAL INC | $931,046 | 0.0% | -1% | 65.7 |
| 216 |  $TROW | PRICE T ROWE GROUP INC | $930,155 | 0.0% | -5% | 75.8 |
| 217 | — | ISHARES TR | $928,532 | 0.0% | +3% | — |
| 218 |  $INTC | INTEL CORP | $912,741 | 0.0% | +3% | 41.5 |
| 219 | — | ISHARES TR | $909,860 | 0.0% | +0% | — |
| 220 |  $MS | MORGAN STANLEY | $906,175 | 0.0% | +8% | — |
| 221 | — | VANGUARD INDEX FDS | $902,544 | 0.0% | -2% | — |
| 222 |  $HSY | HERSHEY CO | $890,804 | 0.0% | +0% | 59.4 |
| 223 |  $WFC | WELLS FARGO & COMPANY/MN | $887,253 | 0.0% | -9% | — |
| 224 | — | INNOVATOR ETFS TRUST | $882,638 | 0.0% | -12% | — |
| 225 | — | SELECT SECTOR SPDR TR | $874,855 | 0.0% | -3% | — |
| 226 |  $RF | REGIONS FINANCIAL CORP | $872,278 | 0.0% | -0% | — |
| 227 |  $LHX | L3HARRIS TECHNOLOGIES, INC. /DE/ | $867,572 | 0.0% | -0% | 66.5 |
| 228 |  $MPC | Marathon Petroleum Corp | $865,633 | 0.0% | -4% | 50.7 |
| 229 |  $GD | GENERAL DYNAMICS CORP | $823,385 | 0.0% | +2% | 73 |
| 230 |  $FDX | FEDEX CORP | $820,820 | 0.0% | +0% | 60.3 |
| 231 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $811,428 | 0.0% | -1% | 66.4 |
| 232 |  $LMT | LOCKHEED MARTIN CORP | $778,245 | 0.0% | +6% | 65 |
| 233 |  $UNH | UNITEDHEALTH GROUP INC | $774,514 | 0.0% | -3% | 66.8 |
| 234 |  $AMGN | AMGEN INC | $769,281 | 0.0% | +0% | 79.5 |
| 235 | — | J P MORGAN EXCHANGE TRADED F | $759,348 | 0.0% | +193% | — |
| 236 |  $ADP | AUTOMATIC DATA PROCESSING INC | $758,844 | 0.0% | -2% | 77.9 |
| 237 | — | ISHARES TR | $752,159 | 0.0% | +0% | — |
| 238 |  $OTIS | Otis Worldwide Corp | $751,222 | 0.0% | -1% | 60.3 |
| 239 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $750,828 | 0.0% | -6% | 70.9 |
| 240 |  $F | FORD MOTOR CO | $748,760 | 0.0% | +0% | 58.5 |
| 241 | — | STATE STR SPDR DOW JONES IND | $745,736 | 0.0% | +33% | — |
| 242 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $730,437 | 0.0% | +0% | — |
| 243 | — | SELECT SECTOR SPDR TR | $705,547 | 0.0% | +3% | — |
| 244 |  $ITW | ILLINOIS TOOL WORKS INC | $692,632 | 0.0% | -2% | 71.2 |
| 245 | $IVZ | Invesco Ltd. | $681,657 | 0.0% | +1% | — |
| 246 |  $ETN | Eaton Corp plc | $681,004 | 0.0% | -5% | — |
| 247 |  $CBSH | COMMERCE BANCSHARES INC /MO/ | $679,806 | 0.0% | -5% | — |
| 248 |  $PSX | Phillips 66 | $673,520 | 0.0% | +20% | 47.6 |
| 249 |  $LKFN | LAKELAND FINANCIAL CORP | $672,609 | 0.0% | -0% | — |
| 250 |  $EVRG | Evergy, Inc. | $671,785 | 0.0% | -8% | 56.2 |
| 251 |  $QCRH | QCR HOLDINGS INC | $655,573 | 0.0% | +0% | — |
| 252 |  $FISV | FISERV INC | $654,981 | 0.0% | +11% | 67.4 |
| 253 |  $BA | BOEING CO | $638,668 | 0.0% | +0% | 51.8 |
| 254 | — | ISHARES TR | $633,646 | 0.0% | -1% | — |
| 255 |  $SYY | SYSCO CORP | $631,485 | 0.0% | +0% | 58.4 |
| 256 |  $SHEL | Shell plc | $624,895 | 0.0% | -2% | — |
| 257 | — | VANGUARD WHITEHALL FDS | $622,140 | 0.0% | +2% | — |
| 258 |  $EGP | EASTGROUP PROPERTIES INC | $619,497 | 0.0% | +0% | 72.4 |
| 259 | — | TORTOISE CAPITAL SERIES TRUS | $609,491 | 0.0% | +0% | — |
| 260 | — | ISHARES TR | $599,302 | 0.0% | +18% | — |
| 261 | — | ISHARES TR | $598,146 | 0.0% | +14% | — |
| 262 |  $USB | US BANCORP DE | $590,894 | 0.0% | +1% | 71.4 |
| 263 | — | ISHARES TR | $586,382 | 0.0% | +0% | — |
| 264 |  $BX | Blackstone Inc. | $583,920 | 0.0% | -5% | 68 |
| 265 |  $AEE | AMEREN CORP | $583,136 | 0.0% | +0% | 63.5 |
| 266 | — | SPDR SERIES TRUST | $582,189 | 0.0% | +0% | — |
| 267 |  $ADI | ANALOG DEVICES INC | $572,016 | 0.0% | +3% | 76.2 |
| 268 |  $TJX | TJX COMPANIES INC /DE/ | $557,353 | 0.0% | +10% | 70.7 |
| 269 | — | INNOVATOR ETFS TRUST | $555,492 | 0.0% | -21% | — |
| 270 |  $ATO | ATMOS ENERGY CORP | $552,984 | 0.0% | -2% | 72 |
| 271 |  $PFH | PRUDENTIAL FINANCIAL INC | $552,981 | 0.0% | +2% | 58.6 |
| 272 | — | ISHARES TR | $550,893 | 0.0% | +57% | — |
| 273 | — | ISHARES TR | $548,571 | 0.0% | +0% | — |
| 274 |  $TFC | TRUIST FINANCIAL CORP | $542,768 | 0.0% | -25% | — |
| 275 | — | SPDR SERIES TRUST | $538,766 | 0.0% | -31% | — |
| 276 |  $FITB | FIFTH THIRD BANCORP | $536,291 | 0.0% | NEW | — |
| 277 |  $ENB | ENBRIDGE INC | $532,471 | 0.0% | +4% | — |
| 278 | — | SELECT SECTOR SPDR TR | $528,236 | 0.0% | -8% | — |
| 279 |  $IBIT | iShares Bitcoin Trust ETF | $520,438 | 0.0% | -0% | — |
| 280 |  $CB | Chubb Ltd | $518,555 | 0.0% | -1% | — |
| 281 |  $AMD | ADVANCED MICRO DEVICES INC | $516,916 | 0.0% | -46% | 78.8 |
| 282 |  $HNRG | HALLADOR ENERGY CO | $512,837 | 0.0% | +0% | 50.4 |
| 283 |  $KMI | KINDER MORGAN, INC. | $512,596 | 0.0% | -2% | 74.6 |
| 284 |  $CCZ | COMCAST CORP | $510,278 | 0.0% | +1% | 70.4 |
| 285 | $OGE | OGE ENERGY CORP. | $509,454 | 0.0% | +0% | 57.8 |
| 286 |  $WMB | WILLIAMS COMPANIES, INC. | $507,855 | 0.0% | +12% | 72.8 |
| 287 | — | ISHARES TR | $505,623 | 0.0% | +1% | — |
| 288 |  $ES | EVERSOURCE ENERGY | $501,786 | 0.0% | +0% | 67 |
| 289 |  $HBAN | HUNTINGTON BANCSHARES INC /MD/ | $493,836 | 0.0% | +144% | 69.4 |
| 290 | — | ISHARES TR | $490,455 | 0.0% | -50% | — |
| 291 | — | VANGUARD INTL EQUITY INDEX F | $473,964 | 0.0% | -6% | — |
| 292 | — | DIMENSIONAL ETF TRUST | $471,755 | 0.0% | +0% | — |
| 293 | — | VANGUARD WORLD FD | $470,971 | 0.0% | +1% | — |
| 294 |  $BLK | BlackRock, Inc. | $465,468 | 0.0% | -8% | 70.3 |
| 295 |  $AZN | ASTRAZENECA PLC | $454,790 | 0.0% | NEW | — |
| 296 | — | VANGUARD BD INDEX FDS | $454,727 | 0.0% | -6% | — |
| 297 |  $D | DOMINION ENERGY, INC | $454,485 | 0.0% | -1% | 74.9 |
| 298 | — | SPDR SERIES TRUST | $453,945 | 0.0% | +0% | — |
| 299 |  $OHI | OMEGA HEALTHCARE INVESTORS INC | $446,220 | 0.0% | +0% | 63.2 |
| 300 | — | INNOVATOR ETFS TRUST | $441,235 | 0.0% | -9% | — |
| 301 | — | INNOVATOR ETFS TRUST | $432,482 | 0.0% | -13% | — |
| 302 |  $LYB | LyondellBasell Industries N.V. | $430,606 | 0.0% | +7% | — |
| 303 | — | VANGUARD INDEX FDS | $429,314 | 0.0% | +20% | — |
| 304 |  $PAYX | PAYCHEX INC | $424,397 | 0.0% | -19% | 75.1 |
| 305 |  $WTRG | Essential Utilities, Inc. | $420,923 | 0.0% | +0% | 70.9 |
| 306 | — | ISHARES TR | $418,300 | 0.0% | -2% | — |
| 307 |  $UPS | UNITED PARCEL SERVICE INC | $417,297 | 0.0% | -21% | 58.2 |
| 308 |  $BP | BP PLC | $415,089 | 0.0% | +0% | — |
| 309 |  $JCI | Johnson Controls International plc | $414,326 | 0.0% | +10% | — |
| 310 | — | INNOVATOR ETFS TRUST | $411,338 | 0.0% | -9% | — |
| 311 | — | ISHARES TR | $409,644 | 0.0% | -8% | — |
| 312 | — | VANGUARD ADMIRAL FDS INC | $406,467 | 0.0% | +1% | — |
| 313 | — | DIMENSIONAL ETF TRUST | $404,157 | 0.0% | +54% | — |
| 314 |  $QCOM | QUALCOMM INC/DE | $402,172 | 0.0% | -0% | 81.9 |
| 315 |  $PANW | Palo Alto Networks Inc | $401,121 | 0.0% | +10% | 66.5 |
| 316 | — | FIRST TR EXCHANGE-TRADED FD | $395,277 | 0.0% | +0% | — |
| 317 | — | DIMENSIONAL ETF TRUST | $392,700 | 0.0% | +0% | — |
| 318 |  $CDE | Coeur Mining, Inc. | $392,500 | 0.0% | +4% | 78.1 |
| 319 |  $CPK | CHESAPEAKE UTILITIES CORP | $390,220 | 0.0% | +0% | 59.2 |
| 320 |  $OZK | Bank OZK | $388,551 | 0.0% | +0% | — |
| 321 |  $ZBH | ZIMMER BIOMET HOLDINGS, INC. | $388,536 | 0.0% | +0% | 64.9 |
| 322 | — | VANGUARD STAR FDS | $388,481 | 0.0% | -17% | — |
| 323 |  $MU | MICRON TECHNOLOGY INC | $377,987 | 0.0% | -2% | 88.4 |
| 324 | — | VANGUARD INDEX FDS | $377,428 | 0.0% | +47% | — |
| 325 |  $UGI | UGI CORP /PA/ | $377,248 | 0.0% | +2% | 70.3 |
| 326 |  $VMC | Vulcan Materials CO | $373,051 | 0.0% | +3% | 66.6 |
| 327 | — | GLOBAL X FDS | $362,530 | 0.0% | -22% | — |
| 328 | — | ISHARES TR | $361,032 | 0.0% | +0% | — |
| 329 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $359,375 | 0.0% | +10% | 75.4 |
| 330 | — | ISHARES TR | $351,767 | 0.0% | -10% | — |
| 331 |  $O | REALTY INCOME CORP | $348,679 | 0.0% | -1% | 74.6 |
| 332 | — | SCHWAB STRATEGIC TR | $342,891 | 0.0% | +0% | — |
| 333 | — | INNOVATOR ETFS TRUST | $342,100 | 0.0% | -15% | — |
| 334 |  $GILD | GILEAD SCIENCES, INC. | $341,178 | 0.0% | -1% | 77.8 |
| 335 | — | ISHARES TR | $339,020 | 0.0% | +0% | — |
| 336 |  $EOG | EOG RESOURCES INC | $338,583 | 0.0% | -49% | 71.1 |
| 337 |  $PFG | PRINCIPAL FINANCIAL GROUP INC | $334,759 | 0.0% | NEW | 50.6 |
| 338 | — | SCHWAB STRATEGIC TR | $331,151 | 0.0% | +35% | — |
| 339 | — | VANGUARD WORLD FD | $330,329 | 0.0% | -17% | — |
| 340 |  $NJR | NEW JERSEY RESOURCES CORP | $330,237 | 0.0% | +0% | 79.3 |
| 341 |  $HRL | HORMEL FOODS CORP /DE/ | $328,122 | 0.0% | +1% | 58.4 |
| 342 |  $C | CITIGROUP INC | $327,415 | 0.0% | -2% | 54.8 |
| 343 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $327,070 | 0.0% | -3% | 65.9 |
| 344 |  $HPE | Hewlett Packard Enterprise Co | $326,773 | 0.0% | +12% | 52.5 |
| 345 |  $SSB | SouthState Bank Corp | $323,684 | 0.0% | +0% | — |
| 346 |  $NUE | NUCOR CORP | $322,812 | 0.0% | -2% | 58.9 |
| 347 |  $SWK | STANLEY BLACK & DECKER, INC. | $322,384 | 0.0% | -0% | 52.4 |
| 348 | — | INNOVATOR ETFS TRUST | $321,676 | 0.0% | -11% | — |
| 349 |  $YUMC | Yum China Holdings, Inc. | $321,022 | 0.0% | +0% | 65.2 |
| 350 |  $SCHW | SCHWAB CHARLES CORP | $314,080 | 0.0% | +2% | 77.2 |
| 351 | — | VANGUARD SCOTTSDALE FDS | $311,497 | 0.0% | +12% | — |
| 352 |  $AWR | AMERICAN STATES WATER CO | $308,222 | 0.0% | +0% | 60.3 |
| 353 |  $COR | Cencora, Inc. | $304,402 | 0.0% | -8% | 59.6 |
| 354 | — | SCHWAB STRATEGIC TR | $301,708 | 0.0% | +0% | — |
| 355 |  $NTAP | NetApp, Inc. | $301,232 | 0.0% | +5% | 75 |
| 356 | — | VANGUARD WORLD FD | $300,621 | 0.0% | -3% | — |
| 357 |  $LNC | LINCOLN NATIONAL CORP | $300,188 | 0.0% | -24% | 50.8 |
| 358 |  $PLD | Prologis, Inc. | $296,263 | 0.0% | +12% | 67.5 |
| 359 | — | VANGUARD INDEX FDS | $295,529 | 0.0% | +4% | — |
| 360 |  $NVS | NOVARTIS AG | $293,891 | 0.0% | -0% | — |
| 361 |  $PRK | PARK NATIONAL CORP /OH/ | $292,739 | 0.0% | +0% | 39.6 |
| 362 |  $EQBK | EQUITY BANCSHARES INC | $292,396 | 0.0% | +0% | — |
| 363 | — | ISHARES TR | $292,000 | 0.0% | +0% | — |
| 364 | — | VANGUARD SCOTTSDALE FDS | $291,028 | 0.0% | -22% | — |
| 365 |  $NOV | NOV Inc. | $289,844 | 0.0% | +0% | 50.1 |
| 366 |  $NKE | NIKE, Inc. | $285,493 | 0.0% | -4% | 53.4 |
| 367 |  $MDLZ | Mondelez International, Inc. | $280,880 | 0.0% | +1% | 53.9 |
| 368 | — | INNOVATOR ETFS TRUST | $277,494 | 0.0% | -19% | — |
| 369 |  $FCAP | FIRST CAPITAL INC | $274,554 | 0.0% | +0% | 55.4 |
| 370 |  $PPL | PPL Corp | $270,074 | 0.0% | +0% | 70.3 |
| 371 |  $SCCO | SOUTHERN COPPER CORP/ | $267,898 | 0.0% | -2% | 86.6 |
| 372 |  $PHYS | Sprott Physical Gold Trust | $265,517 | 0.0% | -14% | — |
| 373 | — | ISHARES TR | $259,642 | 0.0% | +1% | — |
| 374 | — | BNY MELLON ETF TRUST | $259,480 | 0.0% | +0% | — |
| 375 |  $HAS | HASBRO, INC. | $254,686 | 0.0% | -17% | 43.1 |
| 376 | — | SCHWAB STRATEGIC TR | $250,622 | 0.0% | +0% | — |
| 377 |  $CEG | Constellation Energy Corp | $246,537 | 0.0% | +0% | 62.5 |
| 378 |  $JXN | Jackson Financial Inc. | $246,117 | 0.0% | +0% | 67.5 |
| 379 | — | VANGUARD SCOTTSDALE FDS | $244,639 | 0.0% | -11% | — |
| 380 |  $CRWD | CrowdStrike Holdings, Inc. | $241,274 | 0.0% | +4% | 55 |
| 381 |  $WDFC | WD 40 CO | $241,058 | 0.0% | +0% | 54.1 |
| 382 |  $ASML | ASML HOLDING NV | $239,139 | 0.0% | NEW | — |
| 383 |  $MDT | Medtronic plc | $235,342 | 0.0% | +9% | — |
| 384 |  $VRTX | VERTEX PHARMACEUTICALS INC / MA | $231,308 | 0.0% | +3% | 76.6 |
| 385 | — | INNOVATOR ETFS TRUST | $228,782 | 0.0% | -22% | — |
| 386 |  $CRM | Salesforce, Inc. | $228,478 | 0.0% | -8% | 75.2 |
| 387 |  $UBER | Uber Technologies, Inc | $227,371 | 0.0% | +17% | 79.3 |
| 388 |  $CEF | Sprott Physical Gold & Silver Trust | $226,909 | 0.0% | -14% | — |
| 389 |  $NEM | NEWMONT Corp /DE/ | $226,026 | 0.0% | -1% | 88.3 |
| 390 |  $UL | UNILEVER PLC | $224,804 | 0.0% | +11% | — |
| 391 | — | SPDR SERIES TRUST | $220,845 | 0.0% | -3% | — |
| 392 |  $BKH | BLACK HILLS CORP /SD/ | $220,825 | 0.0% | +0% | 53.1 |
| 393 |  $KMB | KIMBERLY CLARK CORP | $219,402 | 0.0% | -31% | 61.7 |
| 394 |  $AEM | AGNICO EAGLE MINES LTD | $218,204 | 0.0% | NEW | — |
| 395 |  $APD | Air Products & Chemicals, Inc. | $204,505 | 0.0% | NEW | 41.2 |
| 396 |  $DTM | DT Midstream, Inc. | $203,756 | 0.0% | NEW | 74.5 |
| 397 |  $RIVN | Rivian Automotive, Inc. / DE | $173,422 | 0.0% | +0% | 36 |
| 398 |  $KBDC | Kayne Anderson BDC, Inc. | $144,115 | 0.0% | +0% | — |
| 399 |  $HYT | BLACKROCK CORPORATE HIGH YIELD FUND, INC. | $100,417 | 0.0% | +0% | — |
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