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| Holdings Found : 71 | View All Holdings | Currently Viewing: Unchanged Positions | Page 1 of 1 | ||||
Menu |
Ticker | Company Name | Position Rank |
New/Closed Postion |
Last Close |
Value | Shares Held | % of Portfolio |
Value Change |
Change In Shares Held |
% of Company | Industry |
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SCHA | Schwab Strategic Trust | - | $47.36 | $7,719,000 | 163,399 | % | 951,000 | 0 | 0 | N/A | |
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SCHH | Schwab Us Reit | - | $19.19 | $2,997,000 | 144,697 | % | 429,000 | 0 | 0 | N/A | |
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IJK | iShares S&P mC400/BARRA GR | - | $87.89 | $2,734,000 | 34,507 | % | 241,000 | 0 | 0 | N/A | |
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IWZ | iShares Russell 3000 Growth | - | $115.52 | $2,145,000 | 20,603 | % | 191,000 | 0 | 0 | N/A | |
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MBB | iShares Barclays MBS Bond | - | $90.67 | $2,088,000 | 22,195 | % | 117,000 | 0 | 0 | N/A | |
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VTEB | Vanguard Tax Exempt Bond Etf | - | $50.04 | $2,059,000 | 40,333 | % | 119,000 | 0 | 0 | N/A | |
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EFSC | Enterprise Financial Servic... | - | $38.18 | $1,924,000 | 43,099 | % | 308,000 | 0 | 0.116 | Domestic Regional Banks | |
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HYG | iShares iBoxx $ High Yield ... | - | $77.08 | $1,491,000 | 19,263 | % | 71,000 | 0 | 0 | N/A | |
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SLV | iShares Silver Trust ETF | - | $24.22 | $1,414,000 | 64,931 | % | 93,000 | 0 | 0 | N/A | |
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WK | Workiva Llc | - | $81.68 | $1,326,000 | 13,064 | % | 2,000 | 0 | 0 | N/A | |
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HSY | Hershey Foods Corp | - | $197.92 | $1,273,000 | 6,826 | % | -93,000 | 0 | 0 | N/A | |
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IWV | iShares Tr Russell 3000 Indx | - | $292.33 | $1,167,000 | 4,264 | % | 122,000 | 0 | 0 | N/A | |
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VCSH | Vanguard Scottsdale Funds | - | $76.93 | $1,036,000 | 13,391 | % | 30,000 | 0 | 0 | N/A | |
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IWB | ishares trust Russell 1000 | - | $281.14 | $1,024,000 | 3,903 | % | 107,000 | 0 | 0 | N/A | |
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RJF | Raymond James Financial Inc | - | $124.42 | $1,000,000 | 8,966 | % | 100,000 | 0 | 0 | N/A | |
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CVLY | Codorus Valley Bancorp Inc | - | $22.49 | $977,000 | 37,998 | % | 269,000 | 0 | 0 | N/A | |
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IJT | iShares S&P SC600 BR Gr Indx | - | $127.76 | $890,000 | 7,114 | % | 110,000 | 0 | 0 | N/A | |
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ED | Consolidated Edison Inc | - | $95.56 | $864,000 | 9,496 | % | 52,000 | 0 | 0 | N/A | |
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HYS | Pimco 0 To 5 Year High Yiel... | - | $92.77 | $821,000 | 8,823 | % | 24,000 | 0 | 0 | N/A | |
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ADX | Adams Express Co | - | $19.28 | $815,000 | 46,015 | % | 49,000 | 0 | 0 | N/A | |
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HCA | HCA Holdings Inc | - | $307.76 | $705,000 | 2,606 | % | 64,000 | 0 | 0 | N/A | |
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ADI | Analog Devices Inc | - | $199.63 | $692,000 | 3,486 | % | 82,000 | 0 | 0 | N/A | |
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MPLX | Mplx Lp | - | $41.12 | $663,000 | 18,056 | % | 21,000 | 0 | 0 | N/A | |
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ESGV | Vanguard Esg Us Stock Etf | - | $0.00 | $656,000 | 7,710 | % | 76,000 | 0 | 0 | N/A | |
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ARCC | Ares Capital Corp | - | $20.61 | $651,000 | 32,488 | % | 18,000 | 0 | 0 | N/A | |
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TTEK | Tetra Tech Inc | - | $207.75 | $610,000 | 3,653 | % | 55,000 | 0 | 0 | N/A | |
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DFUS | Dimensional U S Equity Etf | - | $55.66 | $561,000 | 10,818 | % | 57,000 | 0 | 0 | N/A | |
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JKHY | Jack Henry & Associates | - | $164.18 | $547,000 | 3,350 | % | 41,000 | 0 | 0 | N/A | |
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ROST | Ross Stores Inc | - | $130.84 | $543,000 | 3,927 | % | 99,000 | 0 | 0 | N/A | |
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BMO | Bank of Montreal (USA) | - | $91.23 | $522,000 | 5,275 | % | 77,000 | 0 | 0 | N/A | |
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AROW | Arrow Financial Corp | - | $23.66 | $492,000 | 17,612 | % | 192,000 | 0 | 0 | N/A | |
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ACWX | iShares MSCI ACWI ex US Index | - | $53.40 | $490,000 | 9,608 | % | 38,000 | 0 | 0 | N/A | |
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VSGX | Vanguard Esg International ... | - | $0.00 | $485,000 | 8,767 | % | 43,000 | 0 | 0 | N/A | |
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IXP | iShares Tr S&P Glbl Technlg | - | $84.38 | $466,000 | 6,250 | % | 39,000 | 0 | 0 | N/A | |
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ESGD | Ishares Trust Ishares Msci ... | - | $79.11 | $452,000 | 5,983 | % | 38,000 | 0 | 0 | N/A | |
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DOV | Dover Corp | - | $178.99 | $450,000 | 2,925 | % | 42,000 | 0 | 0 | N/A | |
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CDW | Cdw Corp | - | $219.56 | $386,000 | 1,697 | % | 44,000 | 0 | 0 | N/A | |
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MTK | Morgan Stanley Technology | - | $177.74 | $361,000 | 2,200 | % | 60,000 | 0 | 0 | N/A | |
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SPHQ | Powershares S&P 500 High Q | - | $58.96 | $357,000 | 6,595 | % | 27,000 | 0 | 0 | N/A | |
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BSCR | Invesco Bulletshares 2027 C... | - | $0.00 | $344,000 | 17,661 | % | 13,000 | 0 | 0 | N/A | |
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NIM | Nuveen Select Maturities Mu... | - | $8.91 | $341,000 | 38,650 | % | 14,000 | 0 | 0 | N/A | |
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UTL | Unitil Corp | - | $52.63 | $340,000 | 6,469 | % | 64,000 | 0 | 0 | N/A | |
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VSS | Vanguard FTSE All-Wld ex-US... | - | $117.34 | $328,000 | 2,851 | % | 25,000 | 0 | 0 | N/A | |
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IYT | iShares DJ Trnsp Avg Indx Fd | - | $0.00 | $326,000 | 1,241 | % | 36,000 | 0 | 0 | N/A | |
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AA | Alcoa Upstream Corp | - | $36.77 | $322,000 | 9,485 | % | 46,000 | 0 | 0 | N/A | |
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YORW | York Water Co | - | $36.90 | $317,000 | 8,216 | % | 9,000 | 0 | 0 | N/A | |
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IYH | iShares Dow Jones US Health... | - | $59.26 | $309,000 | 1,080 | % | 17,000 | 0 | 0 | N/A | |
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VXF | Vanguard Extended Market VI... | - | $168.48 | $304,000 | 1,848 | % | 39,000 | 0 | 0 | N/A | |
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STT | State Street Corp | - | $74.39 | $299,000 | 3,854 | % | 41,000 | 0 | 0 | N/A | |
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NFG | National Fuel Gas Co | - | $54.87 | $292,000 | 5,814 | % | -10,000 | 0 | 0 | N/A | |
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JHG | Janus Henderson Group Plc | - | $32.55 | $291,000 | 9,639 | % | 42,000 | 0 | 0 | N/A | |
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ESGE | IShares MSCI EM ESG ETF | - | $33.33 | $288,000 | 8,982 | % | 16,000 | 0 | 0 | N/A | |
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BSCQ | Invesco Bulletshares 2026 C... | - | $19.20 | $287,000 | 14,865 | % | 8,000 | 0 | 0 | N/A | |
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CIBR | First Trust Nasdaq Cea Cybe... | - | $0.00 | $284,000 | 5,270 | % | 45,000 | 0 | 0 | N/A | |
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VMC | Vulcan Materials Co | - | $264.44 | $278,000 | 1,223 | % | 31,000 | 0 | 0 | N/A | |
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PAA | Plains All American Pipelin... | - | $17.49 | $274,000 | 18,077 | % | -3,000 | 0 | 0 | N/A | |
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GWW | WW Grainger Inc | - | $931.94 | $268,000 | 323 | % | 45,000 | 0 | 0 | N/A | |
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BSCO | Invesco BulletShares 2024 C... | - | $21.03 | $268,000 | 12,845 | % | 2,000 | 0 | 0 | N/A | |
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IYZ | iShares Dow Jones US Teleco... | - | $0.00 | $267,000 | 11,748 | % | 17,000 | 0 | 0 | N/A | |
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H | Hyatt Hotels Corp | - | $150.50 | $262,000 | 2,008 | % | 49,000 | 0 | 0 | N/A | |
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IPE | Spdr Barclays Capital Tips Etf | - | $25.21 | $262,000 | 10,257 | % | 7,000 | 0 | 0 | N/A | |
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VV | Vanguard Large Cap VIPERS | - | $234.75 | $260,000 | 1,192 | % | 27,000 | 0 | 0 | N/A | |
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BSCP | Invesco Bulletshares 2025 C... | - | $20.46 | $250,000 | 12,201 | % | 5,000 | 0 | 0 | N/A | |
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IYC | iShares Dow Jones US Consum... | - | $79.09 | $239,000 | 3,160 | % | 27,000 | 0 | 0 | N/A | |
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RBA | Rb Global Ord Shs | - | $72.24 | $224,000 | 3,350 | % | 15,000 | 0 | 0 | N/A | |
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FLOT | Ishares Floating Rate Note ... | - | $0.00 | $205,000 | 4,040 | % | -1,000 | 0 | 0 | N/A | |
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TCPC | BlackRock TCP Capital Corp | - | $10.28 | $144,000 | 12,500 | % | -3,000 | 0 | 0 | N/A | |
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AOD | Aberdeen Total Dynamic Divi... | - | $8.08 | $88,000 | 10,933 | % | 5,000 | 0 | 0 | N/A | |
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AMS | American Shared Hospital Se... | - | $2.97 | $88,000 | 37,123 | % | -4,000 | 0 | 0 | N/A | |
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SILV | Silvercrest Metals Inc | - | $8.31 | $79,000 | 12,100 | % | 26,000 | 0 | 0 | N/A | |
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UWMC | Uwm Holdings | - | $6.80 | $72,000 | 10,000 | % | 23,000 | 0 | 0 | N/A |
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