Hedge Fund Database

FOCUS FINANCIAL

FOCUS FINANCIAL NETWORK, INC. Legal Name

Adviser information for FOCUS FINANCIAL last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Minnesota, United States

Employees

Total Number of Employees 167
Investment Advisory/Research 121
Registered Broker-Dealer Representatives 124
Registered State Investment Advisers 121
Licensed Agents of an Insurance Company 104
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 23,795 $5.1B
Non-Discretionary 1,570 $335.8M
Total 25,365 $5.4B

Clients

Type Number RAUM
Individuals 12,459 $2.8B
HNW Individuals 1,201 $2.5B
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 119 $36.6M
Charitable organizations <5 $2.0M
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 80 $56.8M
Other 0 $0
Type Number
No. of Non-RAUM Clients 50
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed feesPERCENTAGE OF ASSETS UNDER MANAGEMENT WITH THIRD PARTY MANAGER
Other Business Activities Insurance broker or agent

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 198.9M
Both for Same 0
Portfolio Manager to Program Sponsor
THE WEALTH MANAGEMENT PLATFORM - UNIFIED MANAGED PROGRAM VISION2020 WEALTH MANAGEMENT CORP.
THE WEALTH MANAGEMENT PLATFORM - ADVISOR MANAGED PORTFOLIOS PROGRAM VISION2020 WEALTH MANAGEMENT CORP.

Identifiers

SEC RIA File Number 801-71117
SEC ERA File Number 801-71117
SEC CIK Numbers 925208, 2010942
SEC CRD Numbers 116140
Legal Entity Identifier None

Principal Office

1300 GODWARD STREET NE
SUITE 5500
MINNEAPOLIS
MN
United States
Monday - Friday, 9 A.M. TO 4 P.M.
Tel: 651-631-8166, Fax: 651-631-1139

Websites

www.focusfinancial.com www.facebook.com/p/focus-financial-network-inc-100064187762698/ www.linkedin.com/company/focus-financial-network-inc-

Chief Compliance Officer

STEPHANIE HARTMANN
1300 GODWARD STREET NE
SUITE 5500
MINNEAPOLIS
MN
United States
Tel: 651-631-8166
Fax: 651-631-1139
(Full email address available in API data)

Regulatory Contact

SONYA HANSMEYER
DIRECTOR OF SUPERVISION
1300 GODWARD STREET NE
SUITE 5500
MINNEAPOLIS
MN
United States
Tel: 651-631-8166
Fax: 651-631-1139
(Full email address available in API data)

Industry Affiliates

BARBARA MOSER Accountant or accounting firm
CONNIE HEIER Accountant or accounting firm
KENNETH EDWARDS Accountant or accounting firm
PATRICK OSMONSON Accountant or accounting firm
ZACHARY MARTIN Accountant or accounting firm

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
WATKINS, JOHN, KYLE Individual – SHAREHOLDER:DIRECTOR 05/2006 10-25%
LAYTON, JOHN, PATRICK Individual – SHAREHOLDER:DIRECTOR 05/2006 10-25%
HEITKAMP, DAVID, KENNETH Individual – SHAREHOLDER:DIRECTOR 05/2006 10-25%
DRITZ, JOHN, HARRIS Individual – SHAREHOLDER:DIRECTOR:TREASURER 05/2006 < 5%
BINA, JOHN, GREGORY Individual – PRESIDENT 05/2006 < 5%
BEISSLER, DAVID, WILLIAM Individual – SHAREHOLDER:DIRECTOR 03/2019 5-10%
NELSON, MATTHEW, DAVID Individual – SHAREHOLDER:DIRECTOR 03/2019 5-10%
BERGSTROM, WILLIAM, ROBERT Individual – SHAREHOLDER:DIRECTOR 05/2006 10-25%
PICKUP, WALTER, EDWARD Individual – SHAREHOLDER 02/2020 5-10%
HARTMANN, STEPHANIE, ELISE Individual – CHIEF COMPLIANCE OFFICER 05/2023 < 5%

No. Employees, Historic

30015002019202020212022202320242025162 on 5/15/2019162 on 10/2/2019162 on 10/7/2019204 on 3/27/2020204 on 6/2/2020204 on 6/30/2020202 on 3/25/2021210 on 3/30/2022210 on 8/19/2022210 on 9/6/2022210 on 2/14/2023194 on 3/28/2023194 on 5/26/2023194 on 9/29/2023167 on 3/28/2024167 on 3/29/2024

RAUM, Historic

6B3B020192020202120222023202420252828800000 on 5/15/20192838976375 on 10/2/20192838976375 on 10/7/20193495387782 on 3/27/20203495387782 on 6/2/20203495387782 on 6/30/20204166788948 on 3/25/20215084683954 on 3/30/20225084683954 on 8/19/20225084683954 on 9/6/20225084683954 on 2/14/20234459201828 on 3/28/20234459201828 on 5/26/20234459201828 on 9/29/20235385968542 on 3/28/20245385968542 on 3/29/2024

No. Clients, Historic

20,00010,0000201920202021202220232024202516097 on 5/15/20198377 on 10/2/20198377 on 10/7/201911834 on 3/27/202011834 on 6/2/202011834 on 6/30/20209713 on 3/25/202110204 on 3/30/202210204 on 8/19/202210204 on 9/6/202210204 on 2/14/202310959 on 3/28/202310959 on 5/26/202310959 on 9/29/202313862 on 3/28/202413862 on 3/29/2024

Holdings

From latest 13F, filed July 24th, 2024 for period ending December 31st, 2019
Name Class Value $USD # Shares Private Fund
AMCOR PLC ORD 137K 13K –
ACCENTURE PLC IRELAND SHS CLASS A 807K 4K –
MEDTRONIC PLC SHS 5M 43K –
PENTAIR PLC SHS 263K 6K –
ALPS ETF TR OSHARES US QUALT 229K 6K –
ALPS ETF TR RIVRFRNT STR INC 2M 88K –
ALPS ETF TR SECTR DIV DOGS 646K 14K –
AT&T INC COM 2M 51K –
ARK ETF TR INNOVATION ETF 435K 9K –
ABBOTT LABS COM 917K 11K –
ABBVIE INC COM 894K 10K –
ETFS GOLD TR PHYSCL GOLD SHS 3M 171K –
ABRDN PRECIOUS METALS BASKET PHYSCL PRECS MET 1M 13K –
ADVISORSHARES TR DORSEY WRIGT ADR 422K 8K –
ALIBABA GROUP HLDG LTD SPONSORED ADS 1M 5K –
ALIGN TECHNOLOGY INC COM 623K 2K –
ALLETE INC COM NEW 292K 4K –
ALLSTATE CORP COM 562K 5K –
ALPHABET INC CAP STK CL C 666K 498 –
ALPHABET INC CAP STK CL A 4M 3K –
ALTRIA GROUP INC COM 1M 21K –
AMAZON COM INC COM 25M 14K –
AMERICAN ELEC PWR CO INC COM 545K 6K –
AMERICAN EXPRESS CO COM 246K 2K –
AMERICAN TOWER CORP NEW COM 411K 2K –
AMERICAN WTR WKS CO INC NEW COM 202K 2K –
AMETEK INC COM 202K 2K –
AMGEN INC COM 458K 2K –
APPLE INC COM 27M 91K –
APPLIED MATLS INC COM 348K 6K –
ARCHER DANIELS MIDLAND CO COM 460K 10K –
AUTODESK INC COM 775K 4K –
AUTOMATIC DATA PROCESSING IN COM 528K 3K –
BP PLC SPONSORED ADR 495K 13K –
BANK AMERICA CORP COM 3M 92K –
BANK MONTREAL QUE COM 362K 5K –
BECTON DICKINSON & CO COM 1M 5K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 13M 56K –
BEST BUY INC COM 239K 3K –
BIOGEN INC COM 1M 4K –
BIO-TECHNE CORP COM 331K 2K –
BLACKROCK INC COM 429K 854 –
BOEING CO COM 4M 12K –
BOOKING HOLDINGS INC COM 316K 154 –
BOSTON SCIENTIFIC CORP COM 608K 13K –
BRISTOL-MYERS SQUIBB CO COM 817K 13K –
BROADCOM INC COM 330K 1K –
CSX CORP COM 232K 3K –
CVS HEALTH CORP COM 1M 14K –
CATERPILLAR INC COM 2M 15K –
CENTERPOINT ENERGY INC COM 300K 11K –
CHESAPEAKE ENERGY CORP COM 9K 11K –
CHEVRON CORP NEW COM 1M 12K –
CHIMERA INVT CORP COM SHS 461K 22K –
CISCO SYS INC COM 2M 31K –
COCA COLA CO COM 883K 16K –
COLGATE PALMOLIVE CO COM 209K 3K –
COMCAST CORP NEW CL A 250K 6K –
CONOCOPHILLIPS COM 256K 4K –
CONSTELLATION BRANDS INC CL A 316K 2K –
COSTCO WHSL CORP NEW COM 1M 4K –
CROWN CASTLE INC COM 326K 2K –
CUMMINS INC COM 491K 3K –
DBX ETF TR XTRACK MSCI EAFE 4M 120K –
DNP SELECT INCOME FD INC COM 212K 16K –
D R HORTON INC COM 210K 4K –
DANAHER CORPORATION COM 469K 3K –
DEERE & CO COM 732K 4K –
DELL TECHNOLOGIES INC CL C 217K 4K –
DELTA AIR LINES INC DEL COM NEW 923K 16K –
DIAGEO PLC SPON ADR NEW 223K 1K –
DIREXION SHS ETF TR NAS100 EQL WGT 633K 12K –
DISNEY WALT CO COM 1M 10K –
DOLLAR GEN CORP NEW COM 462K 3K –
DONALDSON INC COM 351K 6K –
DOW INC COM 302K 6K –
DUKE ENERGY CORP NEW COM NEW 880K 10K –
DUPONT DE NEMOURS INC COM 361K 6K –
EATON VANCE TAX-MANAGED BUY- COM 583K 39K –
EATON VANCE TAX-MANAGED GLOB COM 107K 12K –
ECOLAB INC COM 3M 15K –
EDWARDS LIFESCIENCES CORP COM 296K 1K –
EMERSON ELEC CO COM 601K 8K –
ENBRIDGE INC COM 391K 10K –
EXXON MOBIL CORP COM 914K 13K –
FS KKR CAP CORP COM 108K 17K –
META PLATFORMS INC CL A 1M 6K –
FEDEX CORP COM 318K 2K –
FIDELITY NATL INFORMATION SV COM 297K 2K –
FIRST TR EXCHANGE-TRADED FD NY ARCA BIOTECH 329K 2K –
FIRST TR EXCHANGE-TRADED FD DJ INTERNT IDX 1M 8K –
FIRST TR VALUE LINE DIVID IN SHS 6M 172K –
FIRST TR LRGE CP CORE ALPHA COM SHS 2M 30K –
FIRST TR EXCHANGE TRADED FD FINLS ALPHADEX 553K 17K –
FIRST TR EXCHANGE TRADED FD HLTH CARE ALPH 407K 5K –
FIRST TR EXCHANGE TRADED FD UTILITIES ALPH 218K 7K –
FIRST TR NASDAQ 100 TECH IND SHS 206K 2K –
FIRST TR EXCHANGE-TRADED FD NO AMER ENERGY 221K 9K –
FIRST TR EXCHANGE-TRADED FD NASD TECH DIV 430K 10K –
FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 3M 58K –
FIRST TR EXCHANGE-TRADED FD FIRST TR ENH NEW 620K 10K –
FISERV INC COM 1M 11K –
FORD MTR CO DEL COM 366K 39K –
FREEPORT-MCMORAN INC CL B 148K 11K –
GE AEROSPACE COM NEW 632K 57K –
GENERAL MLS INC COM 3M 47K –
GENUINE PARTS CO COM 219K 2K –
GLOBAL X FDS US PFD ETF 872K 35K –
GLOBAL X FDS RBTCS ARTFL INTE 261K 12K –
GOLDMAN SACHS GROUP INC COM 216K 939 –
GRACO INC COM 1M 21K –
HOME DEPOT INC COM 2M 8K –
HONEYWELL INTL INC COM 3M 16K –
HORMEL FOODS CORP COM 314K 7K –
HUBBELL INC COM 477K 3K –
HUNTINGTON BANCSHARES INC COM 293K 19K –
IDACORP INC COM 288K 3K –
ILLINOIS TOOL WKS INC COM 277K 2K –
INDEXIQ ETF TR HEDGE MLTI ETF 655K 21K –
INDEXIQ ETF TR IQ U.S. SMALL CA 643K 23K –
INDEXIQ ETF TR IQ MRGR ARB ETF 1M 45K –
INNOVATOR ETFS TRUST US EQTY PWR BUF 289K 11K –
INSULET CORP COM 259K 2K –
INTEL CORP COM 2M 29K –
INTERNATIONAL BUSINESS MACHS COM 727K 5K –
INVESCO QQQ TR UNIT SER 1 18M 84K –
INTUITIVE SURGICAL INC COM NEW 267K 452 –
INTUIT COM 203K 775 –
INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 737K 11K –
INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 281K 4K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR VAL 356K 5K –
INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT 932K 7K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL 5M 44K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC 5M 25K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT 2M 8K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL FIN 3M 56K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 8M 69K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL STP 8M 55K –
INVESCO EXCHANGE TRADED FD T S&P MDCP MOMNTUM 3M 46K –
INVESCO EXCHANGE TRADED FD T LARGE CAP GROWTH 586K 11K –
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 470K 7K –
INVESCO EXCHANGE TRADED FD T ZACKS MULT AST 295K 13K –
INVESCO EXCH TRADED FD TR II S&P SMLCP HELT 337K 3K –
INVESCO EXCH TRADED FD TR II S&P MIDCP LOW 3M 54K –
INVESCO EXCH TRADED FD TR II S&P INTL LOW 2M 53K –
INVESCO EXCH TRADED FD TR II S&P GBL WATER 787K 19K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 17M 298K –
INVESCO EXCH TRADED FD TR II S&P500 HDL VOL 255K 6K –
INVESCO EXCH TRADED FD TR II PFD ETF 940K 63K –
INVESCO EXCH TRADED FD TR II KBW PPTY CASUT 1M 17K –
INVESCO EXCH TRADED FD TR II EMRNG MKT SVRG 318K 11K –
INVESCO EXCH TRADED FD TR II CHINA TECHNLGY 363K 7K –
INVESCO EXCH TRADED FD TR II S&P SMLCP LOW 917K 18K –
INVESCO EXCH TRADED FD TR II SR LN ETF 258K 11K –
INVESCO EXCH TRD SLF IDX FD BLOOMBERG PRICIN 343K 6K –
INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 264K 12K –
ISHARES GOLD TR ISHARES NEW 256K 18K –
ISHARES INC MSCI GBL MIN VOL 3M 36K –
ISHARES INC MSCI EMERG MRKT 974K 17K –
ISHARES INC MSCI EURZONE ETF 705K 17K –
ISHARES TR MORNINGSTAR GRWT 646K 3K –
ISHARES TR MORNINGSTR US EQ 301K 2K –
ISHARES TR CORE S&P TTL STK 1M 17K –
ISHARES TR SELECT DIVID ETF 684K 6K –
ISHARES TR TIPS BD ETF 521K 4K –
ISHARES TR CORE S&P500 ETF 13M 39K –
ISHARES TR CORE US AGGBD ET 1M 11K –
ISHARES TR MSCI EMG MKT ETF 311K 7K –
ISHARES TR IBOXX INV CP ETF 1M 11K –
ISHARES TR S&P 500 GRWT ETF 2M 9K –
ISHARES TR S&P 500 VAL ETF 2M 16K –
ISHARES TR 7-10 YR TRSY BD 789K 7K –
ISHARES TR 1 3 YR TREAS BD 6M 69K –
ISHARES TR MSCI EAFE ETF 2M 35K –
ISHARES TR RUS MDCP VAL ETF 618K 7K –
ISHARES TR RUS MID CAP ETF 7M 116K –
ISHARES TR CORE S&P MCP ETF 597K 3K –
ISHARES TR ISHARES BIOTECH 343K 3K –
ISHARES TR COHEN STEER REIT 207K 2K –
ISHARES TR RUS 1000 VAL ETF 276K 2K –
ISHARES TR S&P MC 400GR ETF 357K 2K –
ISHARES TR RUS 1000 GRW ETF 548K 3K –
ISHARES TR RUS 2000 VAL ETF 263K 2K –
ISHARES TR RUS 2000 GRW ETF 479K 2K –
ISHARES TR RUSSELL 2000 ETF 512K 3K –
ISHARES TR U.S. TECH ETF 680K 3K –
ISHARES TR US HLTHCARE ETF 821K 4K –
ISHARES TR U.S. FIN SVC ETF 572K 4K –
ISHARES TR U.S. FINLS ETF 340K 2K –
ISHARES TR CORE S&P SCP ETF 6M 69K –
ISHARES TR SP SMCP600VL ETF 331K 2K –
ISHARES TR S&P SML 600 GWT 353K 2K –
ISHARES TR MSCI ACWI EX US 315K 6K –
ISHARES TR EAFE SML CP ETF 220K 4K –
ISHARES TR MRGSTR MD CP GRW 225K 855 –
ISHARES TR MRGSTR MD CP VAL 1M 7K –
ISHARES TR IBOXX HI YD ETF 241K 3K –
ISHARES TR RESIDENTIAL MULT 451K 6K –
ISHARES TR MSCI KLD400 SOC 240K 2K –
ISHARES TR ISHS 1-5YR INVS 987K 18K –
ISHARES TR PFD AND INCM SEC 1M 35K –
ISHARES TR GLB CNSM STP ETF 1M 25K –
ISHARES TR US AER DEF ETF 1M 6K –
ISHARES TR US REGNL BKS ETF 365K 7K –
ISHARES TR MSCI USA ESG SLC 222K 2K –
ISHARES TR AGGRES ALLOC ETF 207K 4K –
ISHARES TR US TREAS BD ETF 229K 9K –
ISHARES TR A RATE CP BD ETF 8M 144K –
ISHARES TR GNMA BOND ETF 503K 10K –
ISHARES TR FLTG RATE NT ETF 235K 5K –
ISHARES TR CORE HIGH DV ETF 498K 5K –
ISHARES TR MSCI EAFE MIN VL 1M 16K –
ISHARES TR MSCI USA MIN VOL 4M 61K –
ISHARES TR MSCI USA QLT FCT 999K 10K –
ISHARES TR MSCI USA VALUE 460K 5K –
ISHARES TR MSCI USA MMENTM 7M 56K –
ISHARES TR CORE MSCI TOTAL 2M 38K –
ISHARES TR CORE MSCI EAFE 4M 62K –
ISHARES TR CORE TOTAL USD 323K 6K –
ISHARES TR YLD OPTIM BD 1M 55K –
ISHARES TR HDG MSCI EAFE 935K 31K –
JPMORGAN CHASE & CO. COM 4M 31K –
J P MORGAN EXCHANGE TRADED F DIV RTN INT EQ 272K 5K –
J P MORGAN EXCHANGE TRADED F DIV RTN EM EQT 559K 10K –
J P MORGAN EXCHANGE TRADED F USD EMRNG MKT 798K 15K –
JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI 389K 10K –
JOHNSON & JOHNSON COM 4M 25K –
KELLANOVA COM 237K 3K –
KIMBERLY-CLARK CORP COM 726K 5K –
LAS VEGAS SANDS CORP COM 363K 5K –
ELI LILLY & CO COM 650K 5K –
LOCKHEED MARTIN CORP COM 965K 2K –
MDU RES GROUP INC COM 257K 9K –
MASTERCARD INCORPORATED CL A 689K 2K –
MCCORMICK & CO INC COM NON VTG 354K 2K –
MCDONALDS CORP COM 3M 18K –
MERCK & CO INC COM 594K 6K –
MICROSOFT CORP COM 6M 39K –
MICRON TECHNOLOGY INC COM 303K 6K –
NETFLIX INC COM 646K 2K –
NEXTERA ENERGY INC COM 354K 1K –
NORTHERN LTS FD TR IV INSPIRE 100 ETF 2M 72K –
NORTHERN LTS FD TR IV INSPIRE SML/ MID 623K 22K –
NORTHERN LTS FD TR IV INSPIRE GBL HOPE 1M 46K –
NVIDIA CORPORATION COM 5M 20K –
OMEGA HEALTHCARE INVS INC COM 869K 21K –
ORACLE CORP COM 538K 10K –
OTTER TAIL CORP COM 737K 14K –
PGIM HIGH YIELD BOND FUND IN COM 213K 14K –
PACER FDS TR TRENDP US LAR CP 456K 14K –
PALO ALTO NETWORKS INC COM 269K 1K –
PAYPAL HLDGS INC COM 2M 15K –
PEPSICO INC COM 1M 9K –
PFIZER INC COM 2M 41K –
PHILIP MORRIS INTL INC COM 493K 6K –
PIMCO INCOME STRATEGY FD II COM 302K 28K –
PIMCO ETF TR ACTIVE BD ETF 1M 11K –
PIMCO ETF TR ENHAN SHRT MA AC 1M 14K –
PIMCO DYNAMIC INCOME FD SHS 202K 6K –
PIMCO EQUITY SER RAFI DYN ML US 706K 22K –
PIMCO EQUITY SER RAFI DYN MULTI 494K 19K –
POLARIS INC COM 201K 2K –
PROCTER AND GAMBLE CO COM 2M 18K –
PROSHARES TR MSCI EAFE DIVD 238K 6K –
PROSHARES TR MSCI EMRG MKTS 202K 3K –
PROSHARES TR PSHS ULT S&P 500 2M 14K –
PROSHARES TR PSHS ULTRA QQQ 9M 74K –
PROSHARES TR LARGE CAP CRE 1M 19K –
PROSHARES TR S&P 500 DV ARIST 1M 13K –
PRUDENTIAL FINL INC COM 250K 3K –
RLI CORP COM 426K 5K –
REALTY INCOME CORP COM 261K 4K –
ROCKWELL AUTOMATION INC COM 252K 1K –
SPDR S&P 500 ETF TR TR UNIT 12M 37K –
SPDR GOLD TR GOLD SHS 2M 14K –
SPDR INDEX SHS FDS MSCI EAFE STRTGC 919K 14K –
SPDR INDEX SHS FDS DJ GLB RL ES ETF 779K 15K –
SPDR INDEX SHS FDS MSCI ACWI EXUS 2M 95K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 232K 7K –
SPDR SER TR S&P 600 SMCP GRW 4M 58K –
SPDR SER TR S&P 600 SMCP VAL 6M 87K –
SPDR SER TR BBG CONV SEC ETF 2M 34K –
SPDR SER TR PORT MTG BK ETF 2M 66K –
SPDR SER TR PRTFLO S&P500 GW 247K 6K –
SPDR SER TR S&P DIVID ETF 4M 34K –
SPDR SER TR S&P 400 MDCP GRW 1M 18K –
SPDR SER TR S&P 400 MDCP VAL 1M 20K –
SPDR SER TR S&P BIOTECH 243K 3K –
SPDR DOW JONES INDL AVERAGE UT SER 1 2M 7K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 2M 5K –
SPDR SER TR BLOOMBERG 1-3 MO 334K 4K –
SPDR SER TR NUVEEN BLMBRG MU 1M 20K –
SPDR SER TR MSCI USA STRTGIC 2M 18K –
SPDR SER TR SSGA US SMAL ETF 3M 33K –
SALESFORCE INC COM 246K 2K –
SCHWAB CHARLES CORP COM 391K 8K –
SCHWAB STRATEGIC TR US BRD MKT ETF 26M 332K –
SCHWAB STRATEGIC TR US LRG CAP ETF 21M 272K –
SCHWAB STRATEGIC TR US LCAP GR ETF 35M 375K –
SCHWAB STRATEGIC TR US LCAP VA ETF 13M 221K –
SCHWAB STRATEGIC TR US MID-CAP ETF 23M 390K –
SCHWAB STRATEGIC TR US SML CAP ETF 11M 152K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 3M 108K –
SCHWAB STRATEGIC TR FUNDAMENTAL EMER 2M 69K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 480K 14K –
SCHWAB STRATEGIC TR FUNDAMENTAL INTL 3M 116K –
SCHWAB STRATEGIC TR FUNDAMENTAL US S 3M 83K –
SCHWAB STRATEGIC TR FUNDAMENTAL US L 1M 25K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 36M 621K –
SCHWAB STRATEGIC TR INTL EQTY ETF 8M 243K –
SCHWAB STRATEGIC TR US AGGREGATE B 3M 53K –
SCHWAB STRATEGIC TR US REIT ETF 2M 42K –
SCHWAB STRATEGIC TR INT-TRM U.S TRES 303K 6K –
SCHWAB STRATEGIC TR SHT TM US TRES 6M 112K –
SCHWAB STRATEGIC TR US TIPS ETF 2M 35K –
SCHWAB STRATEGIC TR INTL SCEQT ETF 703K 20K –
SELECT SECTOR SPDR TR SBI HEALTHCARE 810K 8K –
SELECT SECTOR SPDR TR SBI CONS STPLS 3M 42K –
SELECT SECTOR SPDR TR SBI CONS DISCR 1M 11K –
SELECT SECTOR SPDR TR ENERGY 574K 9K –
SELECT SECTOR SPDR TR FINANCIAL 1M 36K –
SELECT SECTOR SPDR TR INDL 680K 8K –
SELECT SECTOR SPDR TR TECHNOLOGY 2M 20K –
SELECT SECTOR SPDR TR RL EST SEL SEC 202K 5K –
SELECT SECTOR SPDR TR SBI INT-UTILS 2M 35K –
SHERWIN WILLIAMS CO COM 514K 880 –
SOUTHERN CO COM 658K 10K –
SPROTT PHYSICAL GOLD TR UNIT 456K 37K –
BLOCK INC CL A 2M 24K –
STARBUCKS CORP COM 1M 14K –
STARWOOD PPTY TR INC COM 291K 11K –
SYSCO CORP COM 245K 3K –
TARGET CORP COM 2M 19K –
TENNANT CO COM 338K 4K –
TESLA INC COM 1M 3K –
TEXAS INSTRS INC COM 459K 4K –
THERMO FISHER SCIENTIFIC INC COM 877K 3K –
3M CO COM 11M 63K –
TORO CO COM 239K 3K –
TOTALENERGIES SE SPONSORED ADS 216K 4K –
TRAVELERS COMPANIES INC COM 922K 7K –
TRUIST FINL CORP COM 2M 38K –
TWILIO INC CL A 443K 5K –
US BANCORP DEL COM NEW 5M 78K –
UNION PAC CORP COM 563K 3K –
UNITED PARCEL SERVICE INC CL B 702K 6K –
UNITED STS COMMODITY INDEX F COMM IDX FND 254K 7K –
UNITEDHEALTH GROUP INC COM 11M 39K –
VALERO ENERGY CORP COM 252K 3K –
VANECK ETF TRUST GOLD MINERS ETF 292K 10K –
VANECK ETF TRUST VANECK SHRT MUNI 475K 27K –
VANECK ETF TRUST MRNGSTR WDE MOAT 772K 14K –
VANECK ETF TRUST BIOTECH ETF 312K 2K –
VANECK ETF TRUST JUNIOR GOLD MINE 290K 7K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 9M 70K –
VANGUARD STAR FDS VG TL INTL STK F 1M 27K –
VANGUARD ADMIRAL FDS INC SMLLCP 600 IDX 2M 11K –
VANGUARD BD INDEX FDS INTERMED TERM 307K 4K –
VANGUARD BD INDEX FDS SHORT TRM BOND 6M 70K –
VANGUARD BD INDEX FDS TOTAL BND MRKT 6M 74K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 2M 44K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 3M 34K –
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 251K 3K –
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 2M 36K –
VANGUARD WORLD FD CONSUM STP ETF 312K 2K –
VANGUARD WORLD FD FINANCIALS ETF 229K 3K –
VANGUARD WORLD FD HEALTH CAR ETF 7M 34K –
VANGUARD WORLD FD INF TECH ETF 585K 2K –
VANGUARD INTL EQUITY INDEX F GLB EX US ETF 1M 17K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 530K 7K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 1M 31K –
VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF 756K 11K –
VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 208K 3K –
VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 332K 6K –
VANGUARD MUN BD FDS TAX EXEMPT BD 435K 8K –
VANGUARD INDEX FDS S&P 500 ETF SHS 2M 8K –
VANGUARD INDEX FDS REAL ESTATE ETF 2M 25K –
VANGUARD INDEX FDS SML CP GRW ETF 288K 1K –
VANGUARD INDEX FDS SM CP VAL ETF 785K 6K –
VANGUARD INDEX FDS MID CAP ETF 1M 8K –
VANGUARD INDEX FDS EXTEND MKT ETF 649K 5K –
VANGUARD INDEX FDS GROWTH ETF 2M 11K –
VANGUARD INDEX FDS VALUE ETF 779K 7K –
VANGUARD INDEX FDS SMALL CP ETF 857K 5K –
VANGUARD INDEX FDS TOTAL STK MKT 4M 27K –
VERIZON COMMUNICATIONS INC COM 2M 27K –
VISA INC COM CL A 2M 9K –
WP CAREY INC COM 968K 12K –
WEC ENERGY GROUP INC COM 260K 3K –
WALMART INC COM 672K 6K –
WALGREENS BOOTS ALLIANCE INC COM 366K 6K –
WASTE MGMT INC DEL COM 810K 7K –
WELLS FARGO CO NEW COM 3M 55K –
WISDOMTREE TR INTRST RATE HDGE 320K 7K –
WISDOMTREE TR HEDGED HI YLD BD 218K 9K –
WISDOMTREE TR US MIDCAP DIVID 329K 9K –
WISDOMTREE TR ITL HDG QTLY DIV 3M 87K –
WISDOMTREE TR US QTLY DIV GRT 9M 187K –
WISDOMTREE TR EUROPE HEDGED EQ 276K 4K –
WISDOMTREE TR FLOATNG RAT TREA 3M 102K –
WORKDAY INC CL A 272K 2K –
WORLD GOLD TR SPDR GLD MINIS 232K 15K –
XCEL ENERGY INC COM 6M 95K –