ZURN ELKAY WATER SOLNS CORP ZWS
9.91% 5.76% $118.7M 2.3M $59.9M 1.3M +1.0M +76.03% Add I ISHARES TR IVV
6.19% 6.14% $74.2M 99,058 $63.9M 97,750 +1,308 +1.34% Add V VANGUARD INDEX FDS VOO
5.04% 4.81% $60.4M 87,946 $49.9M 83,586 +4,360 +5.22% Add S STATE STR SPDR S&P 500 ETF T SPY
4.38% 5.96% $52.5M 74,722 $62.0M 94,683 -19,961 -21.08% Reduce G GENERAL DYNAMICS CORP GD
2.71% 2.71% $32.5M 87,864 $28.1M 87,717 +147 +0.17% Add I ISHARES INC IEMG
2.64% 2.46% $31.7M 382,246 $25.6M 367,043 +15,203 +4.14% Add I INVESCO QQQ TR QQQ
2.23% 2.06% $26.7M 36,276 $21.4M 37,122 -846 -2.28% Reduce I ISHARES CORE IJR
2.08% 2.04% $24.9M 168,109 $21.2M 170,449 -2,340 -1.37% Reduce CDW CORP CDW
2.07% 2% $24.8M 176,298 $20.8M 171,968 +4,330 +2.52% Add I ISHARES CORE IJH
1.99% 1.99% $23.9M 309,593 $20.7M 305,853 +3,740 +1.22% Add M MANPOWERGROUP INC WIS MAN
1.93% 0.19% $23.1M 684,963 $1.9M 65,682 +619,281 +942.85% Add APPLE INC AAPL
1.78% 1.8% $21.3M 73,594 $18.7M 73,863 -269 -0.36% Reduce I ISHARES TR IEFA
1.73% 1.82% $20.7M 214,655 $18.9M 208,743 +5,912 +2.83% Add I ISHARES RUSSELL IWF
1.68% 1.68% $20.2M 162,305 $17.5M 40,954 +121,351 +296.31% Add I ISHARES TR IUSV
1.51% 1.6% $18.1M 164,622 $16.6M 162,440 +2,182 +1.34% Add I ISHARES 7-10YR IEF
1.51% 2.35% $18.0M 190,711 $24.4M 255,658 -64,947 -25.40% Reduce FIDELITY NATL FINL INC FNF
1.46% 1.65% $17.4M 370,001 $17.1M 369,613 +388 +0.10% Add INTERCONTINENTAL EXCHANGE INC COM ICE
1.31% 1.93% $15.7M 127,363 $20.0M 127,363 0 0.00% Unchanged NCR ATLEOS CORPORATION NATL
1.23% 1.68% $14.7M 338,916 $17.5M 401,456 -62,540 -15.58% Reduce I ISHARES TR SGOV
1.17% 1.74% $14.1M 139,719 $18.1M 180,134 -40,415 -22.44% Reduce I ISHARES TR ITOT
1.1% 1.11% $13.2M 80,078 $11.5M 80,823 -745 -0.92% Reduce V VANGUARD WHITEHALL FDS VYM
1.08% 1.15% $12.9M 81,898 $11.9M 80,547 +1,351 +1.68% Add A ANGEL OAK ULTRASHORT INCOME ETF UYLD
1% 1.2% $12.0M 233,432 $12.5M 243,870 -10,438 -4.28% Reduce A ALLSPRING EXCHANGE TRADED FU ASCE
0.98% 0.4% $11.8M 335,588 $4.1M 148,062 +187,526 +126.65% Add A ANGEL OAK FUNDS TRUST CARY
0.98% 1.09% $11.7M 561,797 $11.3M 543,185 +18,612 +3.43% Add S SELECT SECTOR SPDR TR XLE
0.89% 1.19% $10.7M 201,640 $12.4M 201,864 -224 -0.11% Reduce S SELECT SECTOR SPDR TR XLF
0.86% 0.91% $10.2M 191,158 $9.5M 191,970 -812 -0.42% Reduce S STATE STREET SPDR S&P BIOTECH ETF XBI
0.84% 0.79% $10.0M 63,436 $8.2M 64,244 -808 -1.26% Reduce FIDELITY NATL INFORMATION SVCS COM FIS
0.81% 1.15% $9.6M 248,118 $11.9M 253,950 -5,832 -2.30% Reduce I ISHARES CURRENCY HEDGED MSCI EAFE ETF HEFA
0.78% 0.89% $9.3M 198,854 $9.3M 218,230 -19,376 -8.88% Reduce I ISHARES TR SHV
0.76% 0.89% $9.1M 82,401 $9.2M 83,399 -998 -1.20% Reduce I ISHARES RUSSELL MID-CAP GROWTH ETF IWP
0.74% 0.76% $8.9M 60,813 $7.9M 61,335 -522 -0.85% Reduce I ISHARES MSCI EMERGING MARKETS EX CHINA ETF EMXC
0.68% 0.55% $8.1M 79,418 $5.7M 72,069 +7,349 +10.20% Add CARRIER GLOBAL CARR
0.64% 0.57% $7.7M 104,675 $5.9M 104,631 +44 +0.04% Add V VANGUARD FTSE VEA
0.63% 0.65% $7.6M 106,037 $6.8M 105,685 +352 +0.33% Add S SPDR SERIES TRUST BIL
0.62% 1.02% $7.5M 81,680 $10.6M 116,101 -34,421 -29.65% Reduce S SPDR SERIES TRUST SPYD
0.61% 0.63% $7.3M 154,026 $6.6M 144,929 +9,097 +6.28% Add I ISHARES GOLD TR IAU
0.61% 0.84% $7.3M 96,466 $8.8M 99,418 -2,952 -2.97% Reduce I ISHARES TR IWD
0.6% 0.57% $7.2M 29,869 $6.0M 27,883 +1,986 +7.12% Add I ISHARES S&P SMALL-CAP 600 VALUE ETF IJS
0.6% 0.61% $7.2M 52,809 $6.3M 53,549 -740 -1.38% Reduce I INVESCO EXCHANGE TRADED FD T XLG
0.6% 0.62% $7.2M 117,638 $6.4M 117,638 0 0.00% Unchanged I ISHARES TR IXUS
0.58% 0.52% $6.9M 72,209 $5.4M 62,210 +9,999 +16.07% Add NVIDIA CORPORATION NVDA
0.57% 0.56% $6.8M 33,831 $5.8M 33,084 +747 +2.26% Add I ISHARES RUSSELL IWM
0.56% 0.53% $6.7M 22,227 $5.5M 22,353 -126 -0.56% Reduce S STATE STREET XLI
0.54% 0.54% $6.4M 34,723 $5.6M 34,880 -157 -0.45% Reduce I ISHARES 1-3 YEAR TREASURY BOND ETF SHY
0.5% 0.39% $6.0M 73,325 $4.0M 48,806 +24,519 +50.24% Add F FISERV INC FISV
0.47% 0.44% $5.7M 115,905 $4.6M 82,289 +33,616 +40.85% Add N NCR VOYIX CORPORATION VYX
0.47% 0.44% $5.6M 685,504 $4.6M 727,002 -41,498 -5.71% Reduce I ISHARES MSCI EAFE ETF EFA
0.46% 0.5% $5.5M 53,092 $5.2M 53,111 -19 -0.04% Reduce I ISHARES BIOTECHNOLOGY IBB
0.45% 0.46% $5.4M 28,620 $4.8M 28,392 +228 +0.80% Add 
