Morton Brown Family Wealth, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 28, 2026, for the 2025 Q4 period, Morton Brown Family Wealth, LLC held in its portfolio 294 assets valued at $367,251,855 (i.e. $367.25M).
The most valuable assets in the portfolio included: SCHWAB U.S. BROAD MARKET ETF ($100.92M), AVANTIS EMERGING MARKETS EQUITY ETF ($35.01M), and VANGUARD FTSE DEVELOPED MARKETS ETF ($30.73M).
The chart below shows the top 10 valuable assets, and the table below shows the top 294 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Morton Brown Family Wealth, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SCHWAB U.S. BROAD MARKET ETF | 3847441 | 100918388 | ETF |
| AVANTIS EMERGING MARKETS EQUITY ETF | 454605 | 35013690 | ETF |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 491908 | 30729468 | ETF |
| AVANTIS U.S. SMALL CAP VALUE ETF | 225449 | 22991252 | ETF |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | 235539 | 22133566 | ETF |
| ISHARES NATIONAL MUNI BOND ETF | 171231 | 18340564 | ETF |
| SCHWAB INTERMEDIATE-TERM US TREASURY ETF | 675334 | 16937370 | ETF |
| SPDR S&P 500 ETF TRUST | 21885 | 14923907 | ETF |
| VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 155174 | 12995816 | ETF |
| ISHARES GLOBAL REIT ETF | 471540 | 11764935 | ETF |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 226399 | 10939577 | ETF |
| PIMCO INTERMED MUNI BOND | 170176 | 8918941 | ETF |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 53804 | 5740865 | ETF |
| VANGUARD SHORT-TERM CORPORATE BOND ETF | 67779 | 5404006 | ETF |
| ISHARES MSCI EAFE ETF | 33827 | 3248407 | ETF |
| SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF | 69846 | 3180088 | ETF |
| ISHARES CORE HIGH DIVIDEND ETF | 22722 | 2763260 | ETF |
| ISHARES CORE MSCI EAFE ETF | 27443 | 2455051 | ETF |
| APPLE INC COM | 8804 | 2393555 | Stock |
| MICROSOFT CORP COM | 4433 | 2143828 | Stock |
| VANGUARD SMALL-CAP ETF | 8166 | 2106420 | ETF |
| INVESCO QQQ TRUST SERIES I | 3234 | 1986777 | ETF |
| VANGUARD TOTAL STOCK MARKET ETF | 4888 | 1638781 | ETF |
| BROADCOM INC COM | 4421 | 1530108 | Stock |
| VANGUARD FTSE EMERGING MARKETS ETF | 27386 | 1472254 | ETF |
| DIMENSIONAL US SMALL CAP VALUE ETF | 36195 | 1190454 | ETF |
| VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF | 7978 | 1143487 | ETF |
| ISHARES ESG AWARE MSCI USA ETF | 7662 | 1141485 | ETF |
| ISHARES RUSSELL 2000 ETF | 4346 | 1069811 | ETF |
| VANGUARD TOTAL INTERNATIONAL STOCK ETF | 12530 | 945299 | ETF |
| AIR PRODS & CHEMS INC COM | 2993 | 739331 | Stock |
| NVIDIA CORPORATION COM | 3754 | 700041 | Stock |
| BANK AMERICA CORP COM | 11818 | 649990 | Stock |
| ISHARES ESG AWARE MSCI EAFE ETF | 6602 | 627784 | ETF |
| MCDONALDS CORP COM | 1727 | 527879 | Stock |
| SCHWAB INTERNATIONAL EQUITY ETF | 17884 | 429931 | ETF |
| AVANTIS REAL ESTATE ETF | 9756 | 424684 | ETF |
| ISHARES CORE 60/40 BALANCED ALLOCATION ETF | 6456 | 419705 | ETF |
| VANGUARD MID-CAP GROWTH ETF | 1480 | 413127 | ETF |
| SCHWAB U.S. LARGE-CAP ETF | 14743 | 396734 | ETF |
| ISHARES CORE S&P 500 ETF | 566 | 387676 | ETF |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | 706 | 354871 | Stock |
| ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF | 5400 | 345816 | ETF |
| CROSSAMERICA PARTNERS LP UT LTD PTN INT | 16313 | 336048 | Stock |
| SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 7260 | 322409 | ETF |
| ISHARES RUSSELL 1000 GROWTH ETF | 678 | 320682 | ETF |
| STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | 3452 | 314028 | ETF |
| SCHWAB U.S. LARGE-CAP GROWTH ETF | 9185 | 299615 | ETF |
| ISHARES ESG AWARE MSCI EM ETF | 6416 | 283395 | ETF |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | 6023 | 276938 | ETF |
| SCHWAB 5-10 YEAR CORPORATE BOND ETF | 11934 | 274114 | ETF |
| INTERDIGITAL INC COM | 850 | 270623 | Stock |
| VANGUARD REAL ESTATE ETF | 3052 | 270099 | ETF |
| ISHARES CORE S&P MID-CAP ETF | 3997 | 263802 | ETF |
| ISHARES S&P SMALL-CAP 600 VALUE ETF | 2304 | 262011 | ETF |
| VANGUARD S&P MID-CAP 400 GROWTH ETF | 1936 | 232708 | ETF |
| ALPHABET INC CAP STK CL A | 718 | 224669 | Stock |
| AMGEN INC COM | 671 | 219625 | Stock |
| STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF | 8680 | 205446 | ETF |
| QUALCOMM INC COM | 1156 | 197734 | Stock |
| NORTHROP GRUMMAN CORP COM | 345 | 196845 | Stock |
| SPDR GOLD SHARES | 493 | 195381 | ETF |
| RTX CORPORATION COM | 1064 | 195078 | Stock |
| DISNEY WALT CO COM | 1597 | 181691 | Stock |
| ISHARES MSCI ACWI EX U.S. ETF | 2698 | 181117 | ETF |
| ISHARES TRUST ISHARES USD GREEN BOND ETF | 3705 | 177602 | ETF |
| ISHARES ESG AWARE USD CORPORATE BOND ETF | 7571 | 177046 | ETF |
| ISHARES 3-7 YEAR TREASURY BOND ETF | 1470 | 175445 | ETF |
| CATERPILLAR INC COM | 290 | 166132 | Stock |
| AMAZON COM INC COM | 714 | 164805 | Stock |
| MARRIOTT INTL INC NEW CL A | 529 | 164117 | Stock |
| FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND | 7059 | 163981 | ETF |
| VANGUARD INTERMEDIATE-TERM TREASURY ETF | 2565 | 153720 | ETF |
| WALMART INC COM | 1325 | 147645 | Stock |
| WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND | 1820 | 147438 | ETF |
| JOHNSON & JOHNSON COM | 676 | 139898 | Stock |
| VANGUARD S&P SMALL-CAP 600 GROWTH ETF | 1151 | 139599 | ETF |
| VANGUARD TAX-EXEMPT BOND ETF | 2771 | 139354 | ETF |
| EXXON MOBIL CORP COM | 1150 | 138337 | Stock |
| ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 2486 | 133946 | ETF |
| COMERICA INC COM | 1513 | 131525 | Stock |
| ISHARES CORE DIVIDEND GROWTH ETF | 1790 | 124262 | ETF |
| ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF | 4675 | 117997 | ETF |
| UNION PAC CORP COM | 507 | 117248 | Stock |
| PAYCHEX INC COM | 985 | 110497 | Stock |
| VANGUARD EXTENDED MARKET ETF | 500 | 104633 | ETF |
| AMERICAN WTR WKS CO INC NEW COM | 700 | 91350 | Stock |
| CORNING INC COM | 1000 | 87560 | Stock |
| SCHWAB U.S. MID-CAP ETF | 2880 | 86602 | ETF |
| INTERNATIONAL BUSINESS MACHS COM | 292 | 86493 | Stock |
| VANGUARD DIVIDEND APPRECIATION ETF | 383 | 84250 | ETF |
| NEXTERA ENERGY INC COM | 1035 | 83090 | Stock |
| 3M CO COM | 500 | 80050 | Stock |
| ISHARES CORE S&P U.S. GROWTH ETF | 471 | 79100 | ETF |
| AMERIPRISE FINL INC COM | 159 | 77964 | Stock |
| ISHARES CORE S&P SMALL CAP ETF | 645 | 77516 | ETF |
| ADVANCED MICRO DEVICES INC COM | 350 | 74956 | Stock |
| ELI LILLY & CO COM | 68 | 73078 | Stock |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 150 | 72086 | ETF |
| VANGUARD VALUE ETF | 374 | 71450 | ETF |
| VANGUARD GROWTH ETF | 143 | 69764 | ETF |
| HOME DEPOT INC COM | 195 | 67250 | Stock |
| BLOCK INC CL A | 1000 | 65090 | Stock |
| ALPHABET INC CAP STK CL C | 200 | 62760 | Stock |
| TESLA INC COM | 136 | 61162 | Stock |
| DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | 1581 | 60078 | ETF |
| ISHARES CORE S&P US VALUE ETF | 578 | 59268 | ETF |
| SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 211 | 58107 | Stock |
| CISCO SYS INC COM | 734 | 56516 | Stock |
| GE AEROSPACE COM NEW | 171 | 52673 | Stock |
| STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 340 | 52650 | ETF |
| UNIVERSAL DISPLAY CORP COM | 434 | 50683 | Stock |
| META PLATFORMS INC CL A | 75 | 49507 | Stock |
| GILEAD SCIENCES INC COM | 387 | 47447 | Stock |
| GOLDMAN SACHS GROUP INC COM | 53 | 46969 | Stock |
| JPMORGAN CHASE & CO. COM | 146 | 46908 | Stock |
| SEI ENHANCED U.S. LARGE CAP VALUE FACTOR ETF | 1108 | 45982 | ETF |
| TALEN ENERGY CORP COM | 120 | 44981 | Stock |
| SCHWAB US DIVIDEND EQUITY ETF | 1635 | 44848 | ETF |
| SEI ENHANCED U.S. LARGE CAP MOMENTUM FACTOR ETF | 963 | 44423 | ETF |
| WHEATON PRECIOUS METALS CORP COM | 358 | 42072 | Stock |
| COSTCO WHSL CORP NEW COM | 48 | 41817 | Stock |
| MONDELEZ INTL INC CL A | 764 | 41126 | Stock |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 488 | 40473 | Stock |
| ISHARES MORNINGSTAR MID-CAP ETF | 486 | 40217 | ETF |
| EMERSON ELEC CO COM | 300 | 39816 | Stock |
| OMNICOM GROUP INC COM | 459 | 37064 | Stock |
| PHILLIPS 66 COM | 282 | 36389 | Stock |
| VANECK GOLD MINERS ETF | 424 | 36366 | ETF |
| PALANTIR TECHNOLOGIES INC CL A | 175 | 31106 | Stock |
| SCHWAB U.S. SMALL-CAP ETF | 1069 | 30445 | ETF |
| VANGUARD INFORMATION TECHNOLOGY ETF | 40 | 30151 | ETF |
| SCHWAB EMERGING MARKETS EQUITY ETF | 891 | 29180 | ETF |
| GE VERNOVA INC COM | 42 | 27450 | Stock |
| SOUTHERN CO COM | 314 | 27381 | Stock |
| ISHARES RUSSELL 1000 VALUE ETF | 127 | 26713 | ETF |
| PFIZER INC COM | 1050 | 26152 | Stock |
| ABBVIE INC COM | 114 | 26048 | Stock |
| WOODWARD INC COM | 80 | 24186 | Stock |
| VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | 268 | 24120 | ETF |
| PROCTER AND GAMBLE CO COM | 164 | 23503 | Stock |
| UGI CORP NEW COM | 627 | 23486 | Stock |
| TAPESTRY INC COM | 183 | 23358 | Stock |
| MICRON TECHNOLOGY INC COM | 81 | 23118 | Stock |
| KEYCORP COM | 1116 | 23034 | Stock |
| VANECK JUNIOR GOLD MINERS ETF | 202 | 22984 | ETF |
| VANGUARD UTILITIES ETF | 124 | 22880 | ETF |
| ISHARES SEMICONDUCTOR ETF | 75 | 22586 | ETF |
| ALIBABA GROUP HLDG LTD SPONSORED ADS | 150 | 21987 | ADR |
| OKLO INC COM CL A | 300 | 21528 | Stock |
| SEI ENHANCED U.S. LARGE CAP QUALITY FACTOR ETF | 548 | 21334 | ETF |
| FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF | 150 | 21319 | ETF |
| TRUIST FINL CORP COM | 424 | 20866 | Stock |
| AIRBNB INC COM CL A | 150 | 20358 | Stock |
| NETFLIX INC COM | 200 | 18752 | Stock |
| UNITED PARCEL SERVICE INC CL B | 182 | 18053 | Stock |
| US BANCORP DEL COM NEW | 337 | 18001 | Stock |
| CHEVRON CORP NEW COM | 118 | 17984 | Stock |
| ASTRAZENECA PLC SPONSORED ADR | 195 | 17926 | ADR |
| CUMMINS INC COM | 34 | 17564 | Stock |
| MORGAN STANLEY COM NEW | 98 | 17398 | Stock |
| ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF | 193 | 17285 | ETF |
| DEERE & CO COM | 37 | 17226 | Stock |
| CONOCOPHILLIPS COM | 178 | 16663 | Stock |
| NRG ENERGY INC COM NEW | 100 | 15924 | Stock |
| VIKING THERAPEUTICS INC COM | 450 | 15831 | Stock |
| ROYAL GOLD INC COM | 70 | 15560 | Stock |
| VANGUARD MID-CAP ETF | 53 | 15382 | ETF |
| WISDOMTREE US VALUE FUND OF BENEF INTEREST | 164 | 15301 | ETF |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | 440 | 14555 | ETF |
| STATE STR CORP COM | 107 | 13787 | Stock |
| CENCORA INC COM | 40 | 13510 | Stock |
| STARBUCKS CORP COM | 160 | 13486 | Stock |
| FIDELITY HIGH DIVIDEND ETF | 236 | 13379 | ETF |
| ISHARES BIOTECHNOLOGY ETF | 79 | 13331 | ETF |
| VERIZON COMMUNICATIONS INC COM | 324 | 13197 | Stock |
| BOEING CO COM | 60 | 13027 | Stock |
| ABBOTT LABS COM | 103 | 12905 | Stock |
| ISHARES RUSSELL 2000 VALUE ETF | 70 | 12685 | ETF |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | 82 | 12667 | ETF |
| TRACTOR SUPPLY CO COM | 251 | 12574 | Stock |
| MERCK & CO INC COM | 119 | 12526 | Stock |
| ISHARES ESG ADVANCED MSCI USA ETF | 216 | 12437 | ETF |
| ISHARES CORE MSCI EMERGING MARKETS ETF | 181 | 12167 | ETF |
| SAP SE SPON ADR | 48 | 11660 | ADR |
| SALESFORCE INC COM | 44 | 11656 | Stock |
| VANGUARD SMALL-CAP GROWTH ETF | 38 | 11480 | ETF |
| BRISTOL-MYERS SQUIBB CO COM | 200 | 10788 | Stock |
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | 106 | 10782 | ETF |
| ISHARES 0-5 YEAR TIPS BOND ETF | 105 | 10751 | ETF |
| PHILIP MORRIS INTL INC COM | 67 | 10679 | Stock |
| SCHWAB U.S. LARGE-CAP VALUE ETF | 354 | 10482 | ETF |
| INTUITIVE SURGICAL INC COM NEW | 18 | 10194 | Stock |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | 45 | 10168 | ETF |
| ISHARES S&P 500 GROWTH ETF | 82 | 10107 | ETF |
| ISHARES BITCOIN TRUST ETF | 200 | 9930 | ETF |
| SOLVENTUM CORP COM SHS | 125 | 9905 | Stock |
| PRUDENTIAL FINL INC COM | 85 | 9595 | Stock |
| JACOBS SOLUTIONS INC COM | 72 | 9496 | Stock |
| WELLS FARGO CO NEW COM | 100 | 9320 | Stock |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 64 | 9214 | ETF |
| PPL CORP COM | 260 | 9115 | Stock |
| GENERAL DYNAMICS CORP COM | 27 | 9090 | Stock |
| GLOBAL X SILVER MINERS ETF | 107 | 8937 | ETF |
| SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | 259 | 8552 | CEF |
| STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | 154 | 8416 | ETF |
| UBER TECHNOLOGIES INC COM | 100 | 8171 | Stock |
| VANGUARD CONSUMER DISCRETIONARY ETF | 20 | 7907 | ETF |
| STATE STREET SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | 163 | 7822 | ETF |
| INTERACTIVE BROKERS GROUP INC COM CL A | 116 | 7460 | Stock |
| UNITEDHEALTH GROUP INC COM | 22 | 7262 | Stock |
| FREEPORT-MCMORAN INC CL B | 135 | 6857 | Stock |
| AT&T INC COM | 263 | 6535 | Stock |
| STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | 84 | 6525 | ETF |
| VISA INC COM CL A | 18 | 6313 | Stock |
| DELL TECHNOLOGIES INC CL C | 50 | 6294 | Stock |
| DUTCH BROS INC CL A | 100 | 6122 | Stock |
| FRESHPET INC COM | 100 | 6093 | Stock |
| COCA COLA CO COM | 85 | 5942 | Stock |
| GUARDANT HEALTH INC COM | 58 | 5924 | Stock |
| ISHARES MSCI EAFE GROWTH ETF | 51 | 5810 | ETF |
| REAVES UTIL INCOME FD COM SH BEN INT | 157 | 5756 | CEF |
| THE CIGNA GROUP COM | 20 | 5579 | Stock |
| FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF | 285 | 5526 | ETF |
| SNOWFLAKE INC COM SHS | 25 | 5484 | Stock |
| ICON PLC SHS | 30 | 5467 | Stock |
| TOAST INC CL A | 150 | 5327 | Stock |
| MP MATERIALS CORP COM CL A | 100 | 5052 | Stock |
| HERSHEY CO COM | 27 | 4913 | Stock |
| UNITED BANKSHARES INC WEST VA COM | 124 | 4762 | Stock |
| MASTERCARD INCORPORATED CL A | 8 | 4567 | Stock |
| ADAMS DIVERSIFIED EQUITY FD COM | 194 | 4524 | CEF |
| ISHARES ESG ADVANCED MSCI EAFE ETF | 60 | 4510 | ETF |
| OCEAN PWR TECHNOLOGIES INC COM NEW | 14285 | 4286 | Stock |
| PALO ALTO NETWORKS INC COM | 22 | 4052 | Stock |
| ALTRIA GROUP INC COM | 60 | 3460 | Stock |
| GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | 65 | 3306 | ETF |
| APPLIED MATLS INC COM | 12 | 3084 | Stock |
| ULTA BEAUTY INC COM | 5 | 3025 | Stock |
| MONSTER BEVERAGE CORP NEW COM | 39 | 2990 | Stock |
| CAVA GROUP INC COM | 50 | 2935 | Stock |
| SPOTIFY TECHNOLOGY S A SHS | 5 | 2904 | Stock |
| VANGUARD S&P SMALL-CAP 600 VALUE ETF | 28 | 2737 | ETF |
| ISHARES U.S. TREASURY BOND ETF | 113 | 2602 | ETF |
| ISHARES MSCI USA VALUE FACTOR ETF | 19 | 2598 | ETF |
| ISHARES MSCI EAFE VALUE ETF | 36 | 2571 | ETF |
| HUMANA INC COM | 10 | 2561 | Stock |
| LOCKHEED MARTIN CORP COM | 5 | 2418 | Stock |
| SANOFI SA SPONSORED ADR | 49 | 2375 | ADR |
| INNOVATIVE INDL PPTYS INC COM | 49 | 2321 | REIT |
| DOMINION ENERGY INC COM | 39 | 2285 | Stock |
| LINDE PLC SHS | 5 | 2132 | Stock |
| FIRST TRUST ENHANCED SHORT MATURITY ETF | 35 | 2098 | ETF |
| RAYMOND JAMES FINL INC COM | 13 | 2088 | Stock |
| T-MOBILE US INC COM | 10 | 2030 | Stock |
| CHEFS WHSE INC COM | 32 | 1995 | Stock |
| HONEYWELL INTL INC COM | 10 | 1951 | Stock |
| AMERICAN TOWER CORP NEW COM | 11 | 1931 | REIT |
| AMETEK INC COM | 9 | 1848 | Stock |
| OSHKOSH CORP COM | 14 | 1759 | Stock |
| WARNER BROS DISCOVERY INC COM SER A | 59 | 1700 | Stock |
| RECURSION PHARMACEUTICALS INC CL A | 400 | 1636 | Stock |
| ISHARES S&P MID-CAP 400 GROWTH ETF | 16 | 1550 | ETF |
| PUBLIC SVC ENTERPRISE GRP INC COM | 19 | 1526 | Stock |
| BROOKFIELD CORP CL A LTD VT SH | 30 | 1377 | Stock |
| ISHARES U.S. AEROSPACE & DEFENSE ETF | 6 | 1288 | ETF |
| HOWMET AEROSPACE INC COM | 6 | 1230 | Stock |
| THERMO FISHER SCIENTIFIC INC COM | 2 | 1159 | Stock |
| MEDTRONIC PLC SHS | 12 | 1153 | Stock |
| PEPSICO INC COM | 8 | 1148 | Stock |
| COLGATE PALMOLIVE CO COM | 14 | 1106 | Stock |
| STAG INDL INC COM | 30 | 1103 | REIT |
| ADOBE INC COM | 3 | 1050 | Stock |
| TARGET CORP COM | 10 | 978 | Stock |
| SHERWIN WILLIAMS CO COM | 3 | 972 | Stock |
| LOWES COS INC COM | 4 | 965 | Stock |
| JAZZ PHARMACEUTICALS PLC SHS USD | 5 | 850 | Stock |
| ISHARES U.S. PHARMACEUTICALS ETF | 9 | 763 | ETF |
| VANGUARD TOTAL BOND MARKET ETF | 9 | 667 | ETF |
| FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | 15 | 575 | ETF |
| ISHARES MSCI ACWI ETF | 4 | 566 | ETF |
| SIBANYE STILLWATER LTD SPONSORED ADR | 35 | 499 | ADR |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 5 | 399 | ETF |
| VANGUARD MID-CAP VALUE ETF | 2 | 355 | ETF |
| ISHARES RUSSELL 2000 GROWTH ETF | 1 | 323 | ETF |
| NEWSMAX INC COM SHS CLASS B | 40 | 309 | Stock |
| 8X8 INC NEW COM | 100 | 197 | Stock |
| CNFINANCE HLDGS LTD SPONSORED ADS | 25 | 151 | ADR |
| VIATRIS INC COM | 12 | 149 | Stock |
| AMENTUM HOLDINGS INC COM | 4 | 116 | Stock |
| SOLSTICE ADVANCED MATLS INC COM SHS | 2 | 97 | Stock |
| GOSSAMER BIO INC COM | 25 | 78 | Stock |
| SILVERCORP METALS INC COM | 7 | 58 | Stock |
| UNITI GROUP LLC COM SHS | 4 | 28 | REIT |
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