92206C409  VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD
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SCORE CUSIP NAME -----------------GROUP 1 0.69 92206C870 VANGUARD SCOTTSDALE FDS INT-TERM CORP 0.60 78464A474 SPDR SER TR PORTFOLIO SHORT 0.56 921946406 VANGUARD WHITEHALL FDS HIGH DIV YLD 0.55 92203C303 VANGUARD BD INDEX FDS VANGUARD ULTRA 0.54 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY 0.53 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 0.53 72201R833 PIMCO ETF TR ENHAN SHRT MA AC (CIK-1450011) 0.52 26922A321 ETF SER SOLUTIONS DISTILLATE US - ETF Series Solutions (CIK-1540305) -----------------GROUP 2 0.65 92206C102 VANGUARD SCOTTSDALE FDS SHORT TERM TREAS 0.63 922020805 VANGUARD MALVERN FDS STRM INFPROIDX (CIK-836906) 0.62 464287226 ISHARES TR CORE US AGGBD ET (CIK-1100663) 0.62 808524870 SCHWAB STRATEGIC TR US TIPS ETF 0.61 922907746 VANGUARD MUN BD FDS TAX EXEMPT BD 0.61 921937827 VANGUARD BD INDEX FDS SHORT TRM BOND 0.60 46429B747 ISHARES TR 0-5 YR TIPS ETF 0.57 92203J407 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 0.57 464288158 ISHARES TR SHRT NAT MUN ETF 0.57 464287176 ISHARES TR TIPS BD ETF (CIK-1100663) 0.56 464288414 ISHARES TR NATIONAL MUN ETF 0.53 921937819 VANGUARD BD INDEX FDS INTERMED TERM -----------------GROUP 3 0.63 922908629 VANGUARD INDEX FDS MID CAP ETF 0.61 921937835 VANGUARD BD INDEX FDS TOTAL BND MRKT 0.59 922908751 VANGUARD INDEX FDS SMALL CP ETF 0.55 922042775 VANGUARD INTL EQUITY INDEX F ALLWRLD EX US 0.54 78467Y107 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 0.53 922908553 VANGUARD INDEX FDS REAL ESTATE ETF -----------------GROUP 4 0.61 464287457 ISHARES TR 1 3 YR TREAS BD (CIK-1100663) 0.60 46429B655 ISHARES TR FLTG RATE NT ETF 0.59 464288646 ISHARES TR ISHS 1-5YR INVS (CIK-1100663) 0.58 464288687 ISHARES TR PFD AND INCM SEC 0.56 464288638 ISHARES TR ISHS 5-10YR INVT (CIK-1100663) 0.55 464287242 ISHARES TR IBOXX INV CP ETF (CIK-1100663) 0.53 92206C771 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 0.53 464288661 ISHARES TR 3 7 YR TREAS BD 0.52 464287440 ISHARES TR BARCLAYS 7 10 YR (CIK-1100663) 0.52 78468R200 SPDR SER TR BLOOMBERG INVT -----------------GROUP 5 0.58 922908744 VANGUARD INDEX FDS VALUE ETF 0.56 922908736 VANGUARD INDEX FDS GROWTH ETF 0.54 922908611 VANGUARD INDEX FDS SM CP VAL ETF 0.52 922908595 VANGUARD INDEX FDS SML CP GRW ETF -----------------GROUP 6 0.56 464287804 ISHARES TR CORE S&P SCP ETF (CIK-1100663) 0.53 464287507 ISHARES TR CORE S&P MCP ETF -----------------GROUP 7 0.56 921943858 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 0.53 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF -----------------GROUP 8 0.55 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS -----------------GROUP 9 0.55 808524805 SCHWAB STRATEGIC TR INTL EQTY ETF 0.54 808524797 SCHWAB STRATEGIC TR US DIVIDEND EQ 0.54 808524706 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 0.52 808524862 SCHWAB STRATEGIC TR SHT TM US TRES -----------------GROUP 10 0.53 922908769 VANGUARD INDEX FDS TOTAL STK MKT
Current >= 1PCT 13G/D investors (PCT = percent of company):
NONE
Current >= 1PCT 13F investors (PCT = percent of total AUM):
PCT CIK NAME 22.75% 1701714 McIlrath & Eck, LLC 22.55% 1898838 Schaeffer Financial LLC 20.42% 1762997 Total Wealth Planning, LLC 20.41% 1845867 BCK Partners, Inc. 19.97% 1144492 Meiji Yasuda Life Insurance Co 17.00% 1581298 Carlson Capital Management 16.00% 1733472 Quaker Wealth Management, LLC 15.63% 1800158 Sunburst Financial Group, LLC 15.63% 1633674 AllSquare Wealth Management LLC 13.45% 1862176 Cornerstone Wealth Advisors, Inc. 12.77% 1025421 MEMBERS CAPITAL ADVISORS INC 12.25% 1759236 Black Diamond Financial, LLC 11.93% 1601742 Private Ocean, LLC 11.91% 1704107 BlueSky Wealth Advisors, LLC 11.20% 1894921 Whelan Financial 11.13% 1339908 FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 10.97% 1903273 ShankerValleau Wealth Advisors, Inc. 10.87% 1360710 Hirtle Callaghan & Co LLC 10.86% 1382303 Goodman Financial Corp 10.72% 1804717 Adaptive Financial Consulting, LLC 10.39% 1774727 Liquid Strategies, LLC 10.35% 1769089 Archetype Wealth Partners 10.12% 1908885 Starfox Financial Services, LLC 9.88% 1831683 KLK CAPITAL MANAGEMENT LLC 9.61% 1125727 FIRST INTERSTATE BANK 9.52% 1908732 Magnolia Wealth Management, LLC 9.48% 1432539 Strategic Financial Services, Inc, 9.21% 7773 ASSET PLANNING CORPORATION 8.76% 1834985 TruWealth Advisors, LLC 8.39% 1803089 American Family Insurance Mutual Holding Co 8.35% 1541211 Hilton Capital Management, LLC 8.22% 1798756 Beaumont Asset Management, L.L.C. 8.09% 1635342 ETF Portfolio Partners, Inc. 8.04% 1730456 CAPITAL WEALTH MANAGEMENT, LLC 8.03% 898419 PRUDENTIAL PLC 7.60% 1627003 Insight Wealth Partners, LLC 7.52% 1907820 AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP 7.42% 1631738 Bray Capital Advisors 7.34% 1510434 Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 7.34% 1830942 Cordant, Inc. 7.25% 1895252 Helen Stephens Group, LLC 7.23% 1845980 KEYSTONE WEALTH PARTNERS 6.91% 1727342 Hudson Capital Management LLC 6.86% 1911316 Forbes Financial Planning, Inc. 6.82% 1761742 Baldrige Asset Management LLC 6.81% 1600085 American Money Management, LLC 6.79% 1840341 Birchcreek Wealth Management, LLC 6.78% 1415996 IndexIQ Advisors LLC 6.72% 1471265 Northwest Bancshares, Inc. 6.55% 1862965 Applied Capital LLC 6.44% 1608057 Curbstone Financial Management Corp 6.43% 1720292 Compass Advisory Group LLC 6.39% 1722641 Valeo Financial Advisors, LLC 6.34% 1726673 PrairieView Partners, LLC 6.19% 1588871 Oakworth Capital, Inc. 6.17% 1911938 Capasso Planning Partners LLC 6.02% 1821984 Rockbridge Investment Management, LCC 6.02% 1453526 Private Harbour Investment Management & Counsel, LLC 5.89% 1632078 Spectrum Asset Management, Inc. (NB/CA) 5.88% 1080173 VAN STRUM & TOWNE INC. 5.85% 1511550 Asset Management Group, Inc. 5.82% 1803087 Essex Private Wealth Management, LLC 5.82% 1426940 Horizon Investment Services, LLC 5.79% 1694287 Asset Planning Services, Ltd. 5.79% 1803054 NWK Group, Inc. 5.76% 1705716 Conservest Capital Advisors, Inc. 5.76% 1674581 Cable Hill Partners, LLC 5.67% 1784277 Matrix Trust Co 5.66% 1699622 ACCESS FINANCIAL SERVICES, INC. 5.65% 1894206 FIDELIS iM, LLC 5.63% 1860719 RIDGECREST WEALTH PARTNERS, LLC 5.61% 1574010 Lowe Wealth Advisors, LLC 5.50% 1567634 Buckingham Capital Management, Inc. 5.42% 1764694 BRANDYWINE OAK PRIVATE WEALTH LLC 5.37% 1842667 MMA ASSET MANAGEMENT LLC 5.35% 1123812 PROFFITT & GOODSON INC 5.23% 1843684 West Financial Advisors, LLC 5.21% 1843110 Annapolis Financial Services, LLC 5.19% 1859677 Alaethes Wealth LLC 5.15% 1710537 EverSource Wealth Advisors, LLC 5.13% 1677560 Members Trust Co 5.02% 1910482 REDMONT WEALTH ADVISORS LLC 5.00% 1091961 GOULD ASSET MANAGEMENT LLC /CA/ 4.98% 1744318 MinichMacGregor Wealth Management, LLC 4.95% 1909307 Investments & Financial Planning, LLC 4.94% 1696615 Kohmann Bosshard Financial Services, LLC 4.88% 1912128 McDonough Capital Management, Inc 4.84% 1713735 Providence First Trust Co 4.74% 811360 Capital Investment Services of America, Inc. 4.73% 1535859 Rezny Wealth Management, Inc. 4.70% 1387458 LaFleur & Godfrey LLC 4.70% 1846758 Orion Capital Management LLC 4.60% 1737112 Lutz Financial Services LLC 4.57% 1799957 PFG Private Wealth Management, LLC 4.53% 821103 PLANNING DIRECTIONS INC 4.53% 1905367 Orcam Financial Group 4.52% 1767940 Wolff Financial Management LLC 4.50% 1844893 Grand Central Investment Group 4.49% 1548880 OIKOS HOLDINGS LLC 4.49% 1727593 White Lighthouse Investment Management Inc. 4.39% 1803236 Resonant Capital Advisors, LLC 4.24% 1469751 RiverFront Investment Group, LLC 4.23% 1705594 Lake Hills Wealth Management, LLC 4.20% 1122241 AMI INVESTMENT MANAGEMENT INC 4.16% 1762068 MBM Wealth Consultants, LLC 4.12% 1384943 Bath Savings Trust Co 4.09% 1772954 Ameraudi Asset Management, Inc. 4.09% 1640335 Pointe Capital Management LLC 4.02% 1910078 SILVERHAWK ASSET MANAGEMENT, LLC 4.02% 1871734 Level Financial Advisors, Inc. 4.00% 1372130 HEADINVEST, LLC 3.97% 1674020 HORIZON FINANCIAL SERVICES, LLC 3.96% 1546283 Glovista Investments LLC 3.91% 1748726 Watchman Group, Inc. 3.85% 1640420 US FINANCIAL ADVISORS, LLC 3.84% 1729093 Stordahl Capital Management, Inc. 3.83% 1013272 NORWOOD FINANCIAL CORP 3.69% 1767898 American Financial Advisors, LLC 3.68% 1667140 WESCAP Management Group, Inc. 3.67% 829407 MONTAG A & ASSOCIATES INC 3.64% 1812492 Disciplined Investments, LLC 3.61% 1759803 Graves-Light Private Wealth Management, Inc. 3.57% 1660694 GSB Wealth Management, LLC 3.47% 1911616 Financial Futures Ltd Liability Co. 3.46% 1904425 Cassady Schiller Wealth Management, LLC 3.41% 1713458 BDO Wealth Advisors, LLC 3.40% 1857581 Granby Capital Management, LLC 3.39% 1705929 QUATTRO FINANCIAL ADVISORS LLC 3.38% 1108969 CHATHAM CAPITAL GROUP, INC. 3.35% 1885319 Roberts Wealth Advisors, LLC 3.33% 1427202 Busey Wealth Management 3.31% 717538 ARROW FINANCIAL CORP 3.25% 1841496 Marshall Financial Group LLC 3.25% 1817714 TrueWealth Advisors, LLC 3.24% 1803291 Asio Capital, LLC 3.20% 1773830 Patriot Investment Management Inc. 3.18% 1855571 High Pines Wealth Management, LLC 3.13% 1476804 Roundview Capital LLC 3.07% 1774343 Financial Strategies Group, Inc. 3.07% 1536557 Crabel Capital Management, LLC 3.03% 1509873 Sterling Investment Management, Inc. 3.02% 1812103 Rosenberg Matthew Hamilton 2.98% 1080818 ENTRUST GLOBAL PARTNERS L L C 2.95% 1082491 CONDOR CAPITAL MANAGEMENT 2.90% 861176 TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 2.88% 1543100 Windsor Capital Management, LLC 2.87% 1659851 Cliffwater LLC 2.86% 1912314 Rainsberger Wealth Advisors, Inc. 2.85% 1802132 Aurora Private Wealth, Inc. 2.84% 1599511 Tortoise Investment Management, LLC 2.83% 1697110 GenTrust, LLC 2.82% 1504665 DFPG INVESTMENTS, LLC 2.79% 1128213 PETTYJOHN, WOOD & WHITE, INC 2.79% 108634 WULFF, HANSEN & CO. 2.78% 1788241 Benchmark Wealth Management, LLC 2.78% 1697360 Perennial Advisors, LLC 2.78% 1880087 Topel & Distasi Wealth Management, LLC 2.74% 1734460 Stokes Capital Advisors, LLC 2.72% 1740140 VISTA INVESTMENT MANAGEMENT 2.72% 1542611 Executive Wealth Management, LLC 2.68% 1737871 LFA - Lugano Financial Advisors SA 2.66% 1056516 Palouse Capital Management, Inc. 2.66% 1580830 Alpha Cubed Investments, LLC 2.64% 1667102 Taylor, Cottrill, Erickson & Associates, Inc. 2.62% 1790837 Bull Street Advisors, LLC 2.62% 1841433 Financial Planning & Information Services, Inc. 2.61% 1630798 Industrial Alliance Investment Management Inc. 2.60% 1576762 Advisory Alpha, LLC 2.57% 1157436 SHEETS SMITH WEALTH MANAGEMENT 2.56% 1746438 Vishria Bird Financial Group, LLC 2.54% 1910462 Drystone LLC 2.53% 1599584 Brookstone Capital Management 2.52% 1755785 Canton Hathaway, LLC 2.51% 1054677 ALBION FINANCIAL GROUP /UT 2.49% 1901929 Trevian Wealth Management LLC 2.48% 1727917 Gradient Capital Advisors, LLC 2.47% 1009003 EXCALIBUR MANAGEMENT CORP 2.47% 1585550 Parkside Advisors LLC 2.46% 1844709 San Luis Wealth Advisors LLC 2.45% 1769897 GREAT VALLEY ADVISOR GROUP, INC. 2.41% 1913243 Simplicity Wealth,LLC 2.40% 73956 FIFTH THIRD SECURITIES, INC. 2.40% 1317346 OTA Financial Group L.P. 2.39% 1698219 Doyle Wealth Management 2.34% 853758 MERCER GLOBAL ADVISORS INC /ADV 2.33% 1539947 Family Management Corp 2.32% 1673385 Morningstar Investment Management LLC 2.31% 1903786 Highview Capital Management LLC/DE/ 2.30% 1906683 MAS Advisors LLC 2.30% 1591379 BEACON FINANCIAL GROUP 2.30% 1698146 LeJeune Puetz Investment Counsel LLC 2.30% 1599620 Blue Edge Capital, LLC 2.30% 1904828 FOREFRONT WEALTH MANAGEMENT INC. 2.24% 1542164 Efficient Advisors, LLC 2.20% 1513865 Autus Asset Management, LLC 2.20% 1900409 Agate Pass Investment Management, LLC 2.20% 1818535 Carl P. Sherr & Co., LLC 2.16% 1913221 COMPASS FINANCIAL ADVISORS LLC 2.11% 1535172 Berkshire Money Management, Inc. 2.09% 819864 CREATIVE FINANCIAL DESIGNS INC /ADV 2.06% 1632553 Eukles Asset Management 2.05% 1730383 Chesapeake Wealth Management 2.05% 1544806 VICUS CAPITAL 2.01% 1722084 Shilanski & Associates, Inc. 2.00% 1581793 Hefren-Tillotson, Inc. 1.99% 1507971 Wall Street Access Asset Management, LLC 1.98% 1278793 WEIK CAPITAL MANAGEMENT 1.97% 1768302 ERn Financial, LLC 1.96% 1900099 Washington Trust Advisors, Inc. 1.94% 1416692 Financial Architects, Inc 1.94% 1304229 SeaBridge Investment Advisors LLC 1.93% 1002672 Bell Bank 1.92% 1780507 WT Wealth Management 1.91% 1747749 Hurlow Wealth Management Group, Inc. 1.88% 1633024 KWMG, LLC 1.88% 1910398 Prosperity Consulting Group, LLC 1.87% 1019754 Smithfield Trust Co 1.87% 1803848 RMR Wealth Builders 1.85% 1911322 Byrne Asset Management LLC 1.85% 1874081 SWM Advisors 1.84% 1906003 Anson Capital, Inc. 1.84% 1846991 Round Rock Advisors, LLC 1.80% 1387399 West Oak Capital, LLC 1.80% 1085163 SIGMA INVESTMENT COUNSELORS INC 1.80% 1631864 Pinnacle Wealth Management Advisory Group, LLC 1.80% 1862864 Eagle Bay Advisors LLC 1.79% 1411268 Twele Capital Management, Inc. 1.79% 1005607 OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 1.77% 1841769 Legal Advantage Investments, Inc. 1.76% 1735201 Leeward Financial Partners, LLC 1.75% 1843745 Addison Advisors LLC 1.73% 1731061 Larson Financial Group LLC 1.72% 1797135 ARBOR TRUST WEALTH ADVISORS, LLC 1.71% 1454759 APPLETON GROUP, LLC 1.69% 1259671 WBH ADVISORY INC 1.68% 1706836 BFSG, LLC 1.67% 1905875 Conrad Siegel Investment Advisors, Inc. 1.67% 1798172 BCS Wealth Management 1.66% 1799964 Firestone Capital Management 1.65% 911274 BEESE FULMER INVESTMENT MANAGEMENT, INC. 1.65% 1559832 Estate Counselors, LLC 1.63% 1667163 Cribstone Capital Management, LLC 1.62% 1706915 AUA CAPITAL MANAGEMENT, LLC 1.62% 1908169 Darrow Company, Inc. 1.61% 1904126 Martin Capital Advisors, LLP 1.61% 1767343 DAGCO, INC. 1.61% 1527641 MATHER GROUP, LLC. 1.60% 1664656 Curtis Advisory Group, LLC 1.60% 1598304 GM Advisory Group, Inc. 1.59% 1350660 PHILLIPS FINANCIAL MANAGEMENT, LLC 1.58% 1715862 Cordatus Wealth Management LLC 1.58% 1846150 SAX WEALTH ADVISORS, LLC 1.58% 883790 BTR CAPITAL MANAGEMENT INC 1.57% 1911342 Intergy Private Wealth, LLC 1.57% 1766286 HOWARD WEALTH MANAGEMENT, LLC 1.55% 1831984 Berkshire Bank 1.52% 1886707 ARS Wealth Advisors Group, LLC 1.51% 1140468 CYPRESS CAPITAL MANAGEMENT LLC 1.50% 1555486 Baltimore-Washington Financial Advisors, Inc. 1.49% 1269978 ALESCO ADVISORS LLC 1.48% 1909805 WEALTHSPAN PARTNERS, LLC 1.45% 1597843 PEDDOCK CAPITAL ADVISORS, LLC 1.44% 1597089 Loudon Investment Management, LLC 1.44% 1695818 Unison Advisors LLC 1.42% 1835866 Windward Private Wealth Management Inc. 1.41% 1697646 Abbrea Capital, LLC 1.40% 1704300 Founders Capital Management 1.39% 1541399 Ramsay, Stattman, Vela & Price, Inc. 1.38% 1016683 CABOT WEALTH MANAGEMENT INC 1.36% 1001011 CLARK FINANCIAL SERVICES GROUP INC /BD 1.35% 1784093 Beacon Harbor Wealth Advisors, Inc. 1.34% 1688184 MFA WEALTH ADVISORS, LLC 1.34% 1615135 Ironsides Asset Advisors, LLC 1.33% 1393389 Manchester Capital Management LLC 1.33% 1731717 D.B. Root & Company, LLC 1.32% 1545812 CORDA Investment Management, LLC. 1.32% 1802080 TOBIAS FINANCIAL ADVISORS, INC. 1.30% 1861558 Gitterman Wealth Management, LLC 1.30% 1498383 Asset Allocation & Management Company, LLC 1.30% 1502149 Transamerica Financial Advisors, Inc. 1.30% 1731123 Biltmore Family Office, LLC 1.29% 1422508 Montecito Bank & Trust 1.29% 878057 NEW ENGLAND GUILD WEALTH ADVISORS, INC. 1.28% 1549275 Catalyst Capital Advisors LLC 1.28% 1910475 Axiom Advisory, LLC 1.27% 1080107 D.A. DAVIDSON & CO. 1.27% 1632866 JUNCTURE WEALTH STRATEGIES, LLC 1.27% 757657 STEPHENS INC /AR/ 1.25% 1642058 Financial Insights, Inc. 1.23% 1597691 Paradigm Financial Advisors, LLC 1.23% 1550075 Bartlett & Co. LLC 1.23% 1599892 B. Riley Wealth Management, Inc. 1.21% 1664385 CAPITAL INSIGHT PARTNERS, LLC 1.20% 1902826 INTEGRAL INVESTMENT ADVISORS, INC. 1.20% 1461539 TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1.19% 1552999 HT Partners LLC 1.18% 1663897 FORT PITT CAPITAL GROUP, LLC 1.18% 1801507 Apella Capital, LLC 1.18% 1662212 Grove Bank & Trust 1.18% 1569655 Winfield Associates, Inc. 1.18% 1388409 NOVARE CAPITAL MANAGEMENT LLC 1.17% 1016972 ARCADIA INVESTMENT MANAGEMENT CORP/MI 1.16% 1802984 Visionary Wealth Advisors 1.16% 1748269 Sunesis Advisors, LLC 1.16% 1802225 Copperleaf Capital, LLC 1.15% 1908192 Stone Point Wealth LLC 1.15% 1633389 Koshinski Asset Management, Inc. 1.15% 1593038 Coyle Financial Counsel LLC 1.15% 1569102 A. D. Beadell Investment Counsel, Inc. 1.14% 1911040 First Farmers & Merchants Bank / Trust 1.12% 1840945 Galvin, Gaustad & Stein, LLC 1.12% 922127 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 1.10% 764038 SouthState Corp 1.09% 1114039 BAR HARBOR TRUST SERVICES 1.08% 1727573 McCollum Christoferson Group LLC 1.08% 1736260 Cornell Pochily Investment Advisors, Inc. 1.08% 1802167 Fortis Capital Management LLC 1.08% 1821407 WFA of San Diego, LLC 1.07% 933482 DUBUQUE BANK & TRUST CO 1.06% 1891795 Bromfield Sneider Wealth Advisors 1.05% 1763138 VERITY Wealth Advisors 1.04% 1451623 BENJAMIN EDWARDS INC 1.04% 1330325 Opus Capital Group, LLC 1.04% 842180 BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 1.04% 1734398 RED CEDAR INVESTMENT MANAGEMENT, LLC 1.03% 1585859 Miracle Mile Advisors, LLC 1.02% 1561790 Thomasville National Bank 1.01% 1115055 PINNACLE FINANCIAL PARTNERS INC 1.01% 1729515 Aries Wealth Management 1.01% 1349654 OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1.01% 1802084 CVA Family Office, LLC 1.00% 1831431 SOUNDMARK WEALTH MANAGEMENT, LLC 1.00% 1823172 One Day In July LLC

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