13F-HR filed by Bedel Financial Consulting, Inc.
Bedel Financial Consulting, Inc. filed this 13F-HR for the quarter ended 2022-09-30, filed 2022-11-08, with 212 holding rows worth $377,235,000.
- Accession
- 0001765380-22-000145
- Filer
- CIK 1730511
- Filed
- 2022-11-08
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2022
A holdings report, 212 entries on the cover page, a total value of $377,235,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $377,235,000 with VALUE read as thousands by filing date, 13F file number 028-18265. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Eli Lilly and Company | 532457108 | COM | 323,406 | $118,066,000 | thousands by filing date | |
| VANGUARD TAX-EXEMPT BOND ETF | 922907746 | ETF | 601,665 | $28,645,000 | thousands by filing date | |
| JANUS DETROIT STR TR | 47103U886 | HENDRSN SHRT ETF | 453,909 | $21,951,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 84,173 | $11,693,000 | thousands by filing date | |
| SSGA ACTIVE ETF TR | 78467V848 | ST STR TOTAL ETF | 284,760 | $11,054,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 34,899 | $7,952,000 | thousands by filing date | |
| ISHARES MSCI EAFE GROWTH ETF | 464288885 | ETF | 96,848 | $7,553,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C870 | US EQT PWR BUF | 253,624 | $7,008,000 | thousands by filing date | |
| GLOBAL X FDS | 37954Y376 | RATE PREFERRED | 257,449 | $5,772,000 | thousands by filing date | |
| SPY | 78462F103 | SHS | 14,736 | $5,599,000 | thousands by filing date | |
| Berkshire Hathaway Inc | 084670702 | COM | 18,483 | $5,364,000 | thousands by filing date | |
| Dimensional International Value ETF | 25434V807 | SHS | 168,491 | $4,832,000 | thousands by filing date | |
| JPMorgan Chase & Co | 46625H100 | COM | 32,747 | $4,302,000 | thousands by filing date | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 8,988 | $3,429,000 | thousands by filing date | |
| EXXON MOBIL CORP | 30231G102 | COM | 23,975 | $2,724,000 | thousands by filing date | |
| ISHARES MORNINGSTAR MID-CAP GROWTH ETF | 464288307 | ETF | 51,417 | $2,722,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V302 | EMGR CRE EQT MNG | 125,910 | $2,621,000 | thousands by filing date | |
| iShares Morningstar Mid-Cap Value ETF | 464288406 | SHS | 41,934 | $2,597,000 | thousands by filing date | |
| Johnson & Johnson | 478160104 | COM | 14,379 | $2,487,000 | thousands by filing date | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 21,376 | $2,381,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 23,186 | $2,329,000 | thousands by filing date | |
| PepsiCo,Inc. | 713448108 | COM | 12,678 | $2,285,000 | thousands by filing date | |
| ISHARES TR | 46434V266 | INTERNATIONAL SL | 65,093 | $1,853,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED ALP | 33737M300 | SML CP GRW ALP | 32,131 | $1,835,000 | thousands by filing date | |
| AbbVie,Inc. | 00287Y109 | COM | 12,195 | $1,806,000 | thousands by filing date | |
| VTI | 922908769 | COM | 9,218 | $1,757,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 12,531 | $1,710,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 19,136 | $1,693,000 | thousands by filing date | |
| CUMMINS INC COM | 231021106 | Stock | 6,961 | $1,647,000 | thousands by filing date | |
| VANGUARD SCOTTSDALE FDS | 92206C409 | COM | 22,166 | $1,637,000 | thousands by filing date | |
| Home Depot, Inc | 437076102 | COM | 5,540 | $1,608,000 | thousands by filing date | |
| FIRST TR MID CAP CORE ALPHAD | 33735B108 | COM SHS | 18,043 | $1,595,000 | thousands by filing date | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 78,712 | $1,571,000 | thousands by filing date | |
| IJH | 464287507 | COM | 6,479 | $1,567,000 | thousands by filing date | |
| Chevron Corporation | 166764100 | COM | 8,192 | $1,520,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R833 | ENHAN SHRT MA AC | 15,382 | $1,511,000 | thousands by filing date | |
| Cisco Systems,Inc. | 17275R102 | COM | 33,124 | $1,476,000 | thousands by filing date | |
| Honeywell Technologies | 438516106 | COM | 6,766 | $1,419,000 | thousands by filing date | |
| McDonalds Corporation | 580135101 | COM | 5,129 | $1,418,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C821 | US EQTY ULTRA B | 51,665 | $1,389,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 14,935 | $1,324,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 9,154 | $1,304,000 | thousands by filing date | |
| Coca-Cola Company | 191216100 | COM | 21,846 | $1,300,000 | thousands by filing date | |
| Pfizer Inc. | 717081103 | COM | 27,002 | $1,272,000 | thousands by filing date | |
| Automatic Data Processing,Inc. | 053015103 | COM | 5,211 | $1,253,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C797 | US EQTY PWR BUF | 42,039 | $1,241,000 | thousands by filing date | |
| iShares MSCI ACWI ex U.S. ETF | 464288240 | SHS | 28,458 | $1,221,000 | thousands by filing date | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 1,447 | $1,201,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 4,786 | $1,192,000 | thousands by filing date | |
| Oracle Corporation | 68389X105 | COM | 15,039 | $1,154,000 | thousands by filing date | |
| iShares Russell 2000 ETF | 464287655 | SHS | 6,224 | $1,117,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 11,369 | $1,029,000 | thousands by filing date | |
| ISHARES TR | 464287465 | MSCI EAFE ETF | 16,765 | $1,022,000 | thousands by filing date | |
| EXLSERVICE HLDGS INC COM | 302081104 | Stock | 5,484 | $1,004,000 | thousands by filing date | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 8,199 | $958,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 5,129 | $957,000 | thousands by filing date | |
| T ROWE PRICE EXCHANGE-TRADED | 87283Q107 | PRICE BLUE CHIP | 46,694 | $954,000 | thousands by filing date | |
| iShares Russell Midcap ETF | 464287499 | SHS | 13,797 | $923,000 | thousands by filing date | |
| Applied Materials,Inc. | 038222105 | COM | 9,643 | $916,000 | thousands by filing date | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,582 | $901,000 | thousands by filing date | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 4,171 | $900,000 | thousands by filing date | |
| Intel Corp | 458140100 | COM | 31,602 | $898,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 11,619 | $898,000 | thousands by filing date | |
| HUNTINGTON BANCSHARES INC COM | 446150104 | Stock | 57,414 | $890,000 | thousands by filing date | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 3,616 | $876,000 | thousands by filing date | |
| PACER FDS TR | 69374H857 | US SMALL CAP CAS | 22,850 | $862,000 | thousands by filing date | |
| Vanguard Growth | 922908736 | COM | 3,629 | $774,000 | thousands by filing date | |
| AMERICAN CENTY ETF TR | 025072794 | FOCUSED LRG CAP | 13,112 | $765,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 2,484 | $744,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C508 | US EQTY PWR BUF | 23,968 | $741,000 | thousands by filing date | |
| Vanguard Real Estate | 922908553 | SHS | 8,986 | $734,000 | thousands by filing date | |
| VANGUARD STAR FDS | 921909768 | COM | 14,976 | $734,000 | thousands by filing date | |
| American Express Company | 025816109 | COM | 4,933 | $725,000 | thousands by filing date | |
| 1ST FINL BANCORP | 320209109 | COM | 27,412 | $710,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C573 | US EQTY PWR BUF | 23,617 | $703,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP VALUE ETF | 464287473 | ETF | 6,586 | $690,000 | thousands by filing date | |
| KIMBERLY-CLARK CORP COM | 494368103 | Stock | 5,540 | $689,000 | thousands by filing date | |
| NIKE,Inc. Class B | 654106103 | COM | 7,297 | $682,000 | thousands by filing date | |
| ISHARESRUSSELL1000GROWTHETF | 464287614 | STOK | 3,146 | $674,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 10,643 | $653,000 | thousands by filing date | |
| Merck & Co.,Inc. | 58933Y105 | COM | 6,490 | $649,000 | thousands by filing date | |
| Elevance Health, Inc. | 036752103 | COM | 1,227 | $648,000 | thousands by filing date | |
| CUSTOM TRUCK ONE SOURCE INC | 23204X103 | COM CL A | 94,939 | $643,000 | thousands by filing date | |
| Tesla Motors, Inc | 88160R101 | COM | 3,201 | $631,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C888 | US EQT BUFR APR | 20,353 | $621,000 | thousands by filing date | |
| INNOVATOR U.S. EQUITY BUFFER ETF - OCTOBER | 45782C771 | ETF | 19,546 | $609,000 | thousands by filing date | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 12,449 | $591,000 | thousands by filing date | |
| Dimensional US Small Cap ETF | 25434V500 | COM | 11,238 | $585,000 | thousands by filing date | |
| FIRST TR EXCHANGE-TRADED FD | 33733E302 | DJ INTERNT IDX | 4,875 | $578,000 | thousands by filing date | |
| INNOVATOR TR ETF S&P 500 ULTRA BUFFER JULY | 45782C839 | ETF | 22,389 | $570,000 | thousands by filing date | |
| International Business Machines Corporation | 459200101 | COM | 4,074 | $564,000 | thousands by filing date | |
| Starbucks Corporation | 855244109 | COM | 6,161 | $557,000 | thousands by filing date | |
| GENERAL DYNAMICS CORP COM | 369550108 | Stock | 2,212 | $557,000 | thousands by filing date | |
| Boston Scientific Corporation | 101137107 | COM | 13,053 | $548,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 1,004 | $547,000 | thousands by filing date | |
| ISHARES TR | 464287234 | MSCI EMG MKT ETF | 14,751 | $534,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 17,730 | $531,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C417 | US EQTY PWR BUF | 19,034 | $527,000 | thousands by filing date | |
| INNOVATOR BUFFER STEP-UP STRATEGY ETF | 45783Y731 | BUFF STEP UP ETF | 22,147 | $527,000 | thousands by filing date | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 11,741 | $524,000 | thousands by filing date | |
| LAKELAND FINL CORP | 511656100 | COM | 6,450 | $524,000 | thousands by filing date | |
| ConocoPhillips | 20825C104 | COM | 3,824 | $516,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 2,553 | $511,000 | thousands by filing date | |
| 3M CO COM | 88579Y101 | Stock | 4,077 | $508,000 | thousands by filing date | |
| USBANCORPDEL | 902973304 | COM NEW | 11,656 | $507,000 | thousands by filing date | |
| ISHARES TR | 464287168 | COM | 4,254 | $504,000 | thousands by filing date | |
| INVESCO EXCHANGE TRADED FD T | 46137V738 | LARGE CAP VALUE | 10,740 | $503,000 | thousands by filing date | |
| Philip Morris International Inc. | 718172109 | COM | 5,429 | $493,000 | thousands by filing date | |
| BALL CORP | 058498106 | COM | 9,600 | $490,000 | thousands by filing date | |
| CINTAS CORP COM | 172908105 | Stock | 1,155 | $485,000 | thousands by filing date | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 3,065 | $478,000 | thousands by filing date | |
| Bank of America Corp | 060505104 | COM | 12,898 | $477,000 | thousands by filing date | |
| Caterpillar Inc. | 149123101 | COM | 2,061 | $471,000 | thousands by filing date | |
| Raytheon Technologies Corporation | 75513E101 | COM | 4,873 | $469,000 | thousands by filing date | |
| Vanguard Small-Cap Value ETF | 922908611 | SHS | 2,905 | $466,000 | thousands by filing date | |
| Bristol-Myers Squibb Company | 110122108 | COM | 5,854 | $464,000 | thousands by filing date | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 10,015 | $450,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 920 | $449,000 | thousands by filing date | |
| ISHARES RUSSELL MID-CAP GROWTH ETF | 464287481 | ETF | 5,434 | $449,000 | thousands by filing date | |
| RESMED INC COM | 761152107 | Stock | 2,100 | $447,000 | thousands by filing date | |
| Duke Energy Corporation | 26441C204 | COM | 4,792 | $442,000 | thousands by filing date | |
| ISHARES CORE S&P U.S. GROWTH ETF | 464287671 | ETF | 5,415 | $439,000 | thousands by filing date | |
| GLOBAL X FDS | 37954Y657 | US PFD ETF | 22,675 | $434,000 | thousands by filing date | |
| Altria Group Inc | 02209S103 | COM | 9,420 | $432,000 | thousands by filing date | |
| ISHARES TR | 464287648 | RUS 2000 GRW ETF | 1,945 | $427,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 1,503 | $416,000 | thousands by filing date | |
| SCHD | 808524797 | COM | 5,494 | $408,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C318 | US EQTY PWR BUF | 14,508 | $404,000 | thousands by filing date | |
| TIDAL TRUST I | 886364835 | GOTHAM ENHNCD | 19,044 | $399,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 8,781 | $391,000 | thousands by filing date | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 2,089 | $387,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C813 | US EQTY PWR BUF | 12,894 | $383,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C649 | US EQTY ULTRA B | 14,593 | $381,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 VALUE ETF | 464287598 | ETF | 2,530 | $380,000 | thousands by filing date | |
| ISHARES TR | 464287887 | S&P SML 600 GWT | 3,446 | $378,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 1,900 | $373,000 | thousands by filing date | |
| Stryker Corporation | 863667101 | COM | 1,733 | $370,000 | thousands by filing date | |
| DUPONT DE NEMOURS INC COM | 26614N102 | Stock | 5,874 | $363,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C300 | US EQT ULTRA BF | 12,089 | $357,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 3,223 | $355,000 | thousands by filing date | |
| TARGET CORP COM | 87612E106 | Stock | 2,205 | $352,000 | thousands by filing date | |
| Financial Select Sector SPDR Fund | 81369Y605 | SHS | 9,992 | $342,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 9,197 | $342,000 | thousands by filing date | |
| Southern Company | 842587107 | COM | 5,379 | $341,000 | thousands by filing date | |
| CLOROX CO DEL | 189054109 | COM | 2,354 | $339,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C516 | EMRGNG MKT JAN | 13,041 | $336,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 1,244 | $335,000 | thousands by filing date | |
| AMERICAN CENTY ETF TR | 025072307 | US QUALITY GROW | 5,819 | $334,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 1,008 | $328,000 | thousands by filing date | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 2,211 | $327,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 17,141 | $315,000 | thousands by filing date | |
| KROGER CO COM | 501044101 | Stock | 6,712 | $314,000 | thousands by filing date | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 7,527 | $309,000 | thousands by filing date | |
| Mondelez International,Inc. Class A | 609207105 | COM | 4,752 | $306,000 | thousands by filing date | |
| NVIDIA Corp | 67066G104 | COM | 2,139 | $306,000 | thousands by filing date | |
| EMERSON ELEC CO COM | 291011104 | Stock | 3,327 | $304,000 | thousands by filing date | |
| AMERICAN ELEC PWR CO INC COM | 025537101 | Stock | 3,393 | $299,000 | thousands by filing date | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 6,144 | $292,000 | thousands by filing date | |
| DOW HLDGS INC COM | 260557103 | Stock | 5,897 | $292,000 | thousands by filing date | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 657 | $291,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C383 | US EQTY PWR BUF | 9,586 | $290,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 2,988 | $289,000 | thousands by filing date | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 3,506 | $287,000 | thousands by filing date | |
| iShares Core S&P U.S. Value ETF | 464287663 | SHS | 4,018 | $281,000 | thousands by filing date | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 1,307 | $273,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C409 | US EQTY BUFR JAN | 8,363 | $273,000 | thousands by filing date | |
| ILLUMINA INC | 452327109 | COM | 1,247 | $271,000 | thousands by filing date | |
| THE COOPER COMPANIES | 216648402 | COM NEW | 1,000 | $271,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C656 | US EQTY PWR BUF | 9,338 | $269,000 | thousands by filing date | |
| CORTEVA INC COM | 22052L104 | Stock | 4,049 | $267,000 | thousands by filing date | |
| VWO | 922042858 | SHS | 6,917 | $259,000 | thousands by filing date | |
| PIMCO ETF TR | 72201R718 | ENHNCD LW DUR AC | 2,781 | $259,000 | thousands by filing date | |
| WEYERHAEUSER CO COM NEW | 962166104 | REIT | 8,337 | $258,000 | thousands by filing date | |
| Deere & Company | 244199105 | COM | 640 | $255,000 | thousands by filing date | |
| VGT | 92204A702 | SHS | 804 | $253,000 | thousands by filing date | |
| INNOVATOR ETFS TR ETF S&P 500 ULTRA BUFFER ETF MARCH | 45782C375 | ETF | 8,932 | $252,000 | thousands by filing date | |
| Cigna Corporation | 125523100 | COM | 767 | $249,000 | thousands by filing date | |
| CONAGRA FOODS INC | 205887102 | COM | 6,876 | $248,000 | thousands by filing date | |
| GENUINE PARTS CO COM | 372460105 | Stock | 1,379 | $248,000 | thousands by filing date | |
| Morgan Stanley | 617446448 | COM | 2,877 | $246,000 | thousands by filing date | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 3,272 | $245,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45783Y756 | LADDERED ALC BFR | 10,681 | $242,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 1,421 | $240,000 | thousands by filing date | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 1,714 | $238,000 | thousands by filing date | |
| FEDEX CORP COM | 31428X106 | Stock | 1,494 | $238,000 | thousands by filing date | |
| Eaton Corp. Plc | G29183103 | COM | 1,495 | $237,000 | thousands by filing date | |
| LYONDELLBASELL INDUSTRIES NV SHS - A - | N53745100 | Stock | 2,817 | $236,000 | thousands by filing date | |
| GENTEX CORP COM | 371901109 | Stock | 8,551 | $230,000 | thousands by filing date | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 4,679 | $229,000 | thousands by filing date | |
| TJX Companies Inc | 872540109 | COM | 3,103 | $224,000 | thousands by filing date | |
| UNILEVER PLC | 904767704 | SPON ADR NEW | 4,840 | $224,000 | thousands by filing date | |
| THOR INDS INC | 885160101 | COM | 2,790 | $223,000 | thousands by filing date | |
| iShares TIPS Bond ETF | 464287176 | SHS | 2,073 | $219,000 | thousands by filing date | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 2,252 | $216,000 | thousands by filing date | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 2,196 | $213,000 | thousands by filing date | |
| VALERO ENERGY CORP COM | 91913Y100 | Stock | 1,612 | $212,000 | thousands by filing date | |
| DIMENSIONAL ETF TRUST | 25434V203 | INTL CORE EQT MK | 8,966 | $211,000 | thousands by filing date | |
| SPDR S&P Dividend ETF | 78464A763 | SHS | 1,701 | $209,000 | thousands by filing date | |
| DISCOVER FINL SVCS | 254709108 | COM | 2,070 | $209,000 | thousands by filing date | |
| ENBRIDGE INC COM | 29250N105 | Stock | 5,177 | $207,000 | thousands by filing date | |
| MAGELLAN MIDSTREAM PARTNERS, L | 559080106 | COM UNIT RP LP | 4,000 | $206,000 | thousands by filing date | |
| EVERGY INC COM | 30034W106 | Stock | 3,340 | $205,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 1,364 | $204,000 | thousands by filing date | |
| HORIZON BANCORP IND | 440407104 | COM | 12,937 | $204,000 | thousands by filing date | |
| INNOVATOR ETFS TRUST | 45782C680 | US EQTY PWR BF | 7,261 | $203,000 | thousands by filing date | |
| FIRSTENERGY CORP | 337932107 | COM | 5,413 | $202,000 | thousands by filing date | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 2,775 | $200,000 | thousands by filing date | |
| NUVEEN QUALITY MUNCP INCOME | 67066V101 | COM | 18,295 | $197,000 | thousands by filing date | |
| NUVEEN MUN CR INCOME FD | 67070X101 | COM SH BEN INT | 11,803 | $129,000 | thousands by filing date | |
| SIRIUS XM HOLDINGS INC | 82968B103 | COM | 16,030 | $101,000 | thousands by filing date | |
| EATON VANCE SENIOR INCOME FUND | 27826S103 | SH BEN INT | 11,962 | $65,000 | thousands by filing date | |
| OPUS GENETICS INC | 67577R102 | COMMON STOCK | 15,000 | $31,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001765380-22-000145 | this filing | 2022-11-08 | acceptance time not in the bulk data set |