CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holdings history

501 is the total number of securities CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has owned. The longest CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has owned a single stock is 41 quarters.

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
VWO VANGUARD INTL EQUITY I...27140.11%0.89%8.26%Q2 2013Q3 202341
SCHG Schwab US Large Cap Gr...2741.25%5.17%17.98%Q2 2013Q3 202340
SCHV Schwab US Large Cap Va...2740.58%4.67%17.13%Q2 2013Q3 202340
IVW ISHARES TR2741.52%4.25%7.40%Q2 2013Q3 202340
IVE ISHARES TR2741.17%4.16%7.66%Q2 2013Q3 202340
VEA VANGUARD TAX-MANAGED I...2740.62%3.52%8.32%Q2 2013Q3 202340
IJH ISHARES TR2740.94%2.35%3.96%Q2 2013Q3 202340
SDY SPDR S&P Dividend2740.20%1.98%9.06%Q2 2013Q3 202340
SCHF SCHWAB STRATEGIC TR2740.29%1.46%8.10%Q2 2013Q3 202340
IJR iShares Tr S&P Mid Cap...2740.30%1.16%2.64%Q2 2013Q3 202340
VGK VANGUARD INTL EQUITY I...26140.06%0.21%1.43%Q3 2013Q3 202340
VPL Vanguard Pacific ETF26140.04%0.13%0.26%Q3 2013Q3 202340
IWD ISHARES TR2640.23%0.68%1.52%Q3 2013Q3 202339
IWF ISHARES TR2640.23%0.67%1.32%Q3 2013Q3 202339
EFA ISHARES TR2640.06%0.54%1.86%Q3 2013Q3 202339
VTV Vanguard Value ETF2640.13%0.53%3.89%Q3 2013Q3 202339
DON WISDOMTREE TR2640.07%0.45%1.40%Q3 2013Q3 202339
VUG VANGUARD INDEX FDS2640.11%0.33%0.65%Q3 2013Q3 202339
NMZ Nuveen Muni High Inc O...2640.02%0.32%1.25%Q3 2013Q3 202339
IWM ISHARES TR2640.13%0.28%0.54%Q3 2013Q3 202339
NAD NUVEEN QUALITY MUNCP I...2640.03%0.21%0.47%Q3 2013Q3 202339
EEM ISHARES TR2640.06%0.20%0.60%Q3 2013Q3 202339
T AT&T INC2610.01%0.08%0.18%Q3 2013Q3 202339
SCHX Schwab U.S. Large-Cap ETF2720.04%0.33%2.44%Q2 2013Q3 202338
MHI Pioneer Muni Hi Income...2630.02%0.19%0.79%Q3 2013Q2 202338
MAV Pioneer Muni Hi Income2630.02%0.13%0.57%Q3 2013Q2 202338
USCI US Commodity Index Fund1640.03%0.09%0.19%Q3 2013Q3 202338
PFE PFIZER INC2220.02%0.06%0.12%Q4 2013Q3 202338
XOM EXXON MOBIL CORP2120.02%0.15%0.32%Q4 2013Q3 202337
FGD First Trust DJ Gbl Sel...2790.02%0.72%3.92%Q2 2013Q2 202236
KO COCA COLA CO21140.03%0.17%0.36%Q4 2014Q3 202335
BAC BK OF AMERICA CORP21140.02%0.15%0.27%Q4 2014Q3 202335
RQI COHEN & STEERS QUALITY...2110.01%0.15%2.99%Q2 2014Q3 202335
NUV Nuveen Mun Value Fund1840.03%0.07%0.12%Q4 2013Q3 202335
IEFA ISHARES TR20140.32%6.18%15.38%Q1 2015Q3 202334
EXC EXELON CORP20140.05%0.17%0.36%Q1 2015Q3 202334
MRK MERCK & CO INC NEW20140.07%0.15%0.27%Q1 2015Q3 202334
PCG PG&E CORP20140.01%0.12%0.36%Q1 2015Q3 202334
MUB ISHARES TR2041.10%6.69%9.94%Q1 2015Q3 202333
AGG Ishares Tr Barclays Ag...2040.44%6.36%10.00%Q1 2015Q3 202333
EMB ISHARES TR19140.05%1.54%2.50%Q2 2015Q3 202333
SCHZ Schwab U.S. Aggregate ...2040.15%1.13%2.34%Q1 2015Q3 202333
IXUS ISHARES TR19140.22%1.08%2.64%Q2 2015Q3 202333
AAPL APPLE INC19140.20%0.49%2.74%Q2 2015Q3 202333
IEMG ISHARES INC1941.09%2.14%3.16%Q2 2015Q3 202332
ITOT ISHARES TR1940.42%1.79%3.56%Q2 2015Q3 202332
PFF ISHARES TR1940.13%1.07%2.88%Q2 2015Q3 202332
HDV ISHARES TR1940.05%0.63%1.93%Q2 2015Q3 202332
NEA NUVEEN AMT FREE QLTY M...1940.04%0.15%0.30%Q2 2015Q3 202332
IIM INVESCO VALUE MUN INCO...2570.01%0.07%0.17%Q4 2013Q4 202132
HEFA ISHARES TR1460.01%0.32%0.84%Q2 2015Q3 202331
PG PROCTER & GAMBLE CO1610.08%0.14%0.27%Q2 2015Q3 202331
SCHB SCHWAB STRATEGIC TR1740.74%1.96%3.10%Q4 2015Q3 202330
VEU VANGUARD INTL EQUITY I...940.06%1.11%4.58%Q2 2013Q3 202330
FLOT ISHARES TR1910.02%1.05%4.74%Q3 2013Q4 202230
ORCL ORACLE CORP2520.02%0.12%0.20%Q3 2013Q3 202130
TFI SPDR SER TR1640.17%1.23%3.94%Q1 2016Q3 202329
IGSB ISHARES TR18110.02%1.03%4.69%Q3 2015Q4 202229
SHY ISHARES TR1240.03%0.53%2.02%Q4 2015Q3 202329
IDV ISHARES TR1910.03%0.49%3.74%Q2 2013Q2 202229
MBB ISHARES TR910.12%0.39%1.41%Q2 2015Q3 202329
HYG ISHARES TR2620.02%1.00%2.15%Q3 2013Q3 202128
BMY BRISTOL-MYERS SQUIBB CO1420.02%0.08%0.16%Q2 2015Q3 202328
NVG NUVEEN ENHANCED AMT FR...1440.01%0.05%0.14%Q2 2016Q3 202328
SUB ISHARES TR1440.03%1.46%3.16%Q3 2016Q3 202327
BSV Vanguard Short Term Bo...1910.07%0.40%1.43%Q3 2013Q4 202127
SHM SPDR SER TR1620.01%0.33%0.82%Q1 2016Q2 202327
DVY ISHARES TR1010.06%0.17%0.33%Q2 2015Q3 202327
MSFT MICROSOFT CORP1410.08%0.31%1.05%Q4 2015Q3 202326
HRL HORMEL FOODS CORP2310.01%0.14%0.29%Q3 2013Q1 202226
ENB ENBRIDGE INC14120.02%0.04%0.08%Q1 2017Q3 202326
GE General Electric Company25250.03%0.18%0.38%Q4 2013Q4 201925
IAU ISHARES GOLD TRUST2140.01%0.11%0.51%Q3 2013Q1 202125
WBA WALGREENS BOOTS ALLIAN...1010.01%0.09%0.17%Q4 2014Q3 202325
ROK ROCKWELL AUTOMATION INC14100.27%1.74%4.22%Q3 2016Q3 202324
DVN DEVON ENERGY CORP NEW14100.05%1.13%3.27%Q3 2016Q3 202324
MATW MATTHEWS INTL CORP14100.01%0.14%0.44%Q3 2016Q3 202324
INTC INTEL CORP1410.01%0.06%0.13%Q4 2013Q3 202324
EDD MORGAN STANLEY EM MKTS...23230.02%0.40%2.81%Q1 2014Q3 201923
IWV Russell 3000 Index I S...2120.08%0.34%0.58%Q3 2013Q3 202123
MCD MCDONALDS CORP2120.04%0.30%0.42%Q4 2013Q3 202123
IBND SPDR SER TR1670.09%0.27%0.43%Q1 2016Q4 202123
C CITIGROUP INC2010.02%0.11%0.19%Q1 2015Q1 202223
CVX CHEVRON CORP NEW1410.04%0.11%0.19%Q2 2015Q3 202323
EMHY ISHARES INC1210.02%0.63%1.53%Q2 2015Q2 202222
USB US Bank Corp1930.07%0.60%1.53%Q3 2013Q1 201922
IEI ISHARES TR1010.01%0.50%0.99%Q3 2013Q3 202122
GOVT ISHARES TR1480.12%0.44%1.33%Q1 2018Q3 202322
USIG ISHARES TR1480.16%0.42%0.79%Q1 2018Q3 202322
NEE NEXTERA ENERGY INC12100.05%0.16%0.78%Q3 2016Q3 202322
IBML ISHARES TR940.03%0.13%0.18%Q4 2017Q3 202322
IBDO ISHARES TR1440.03%0.12%0.39%Q4 2017Q3 202322
CSCO Cisco Systems Inc.1010.02%0.04%0.10%Q3 2013Q3 202322
IVV ISHARES TR940.28%1.39%1.93%Q1 2018Q3 202321
CWI SPDR INDEX SHS FDS940.76%1.13%1.56%Q1 2018Q3 202321
TIP ISHARES TR1010.04%0.64%1.76%Q2 2015Q3 202321
FFTY INNOVATOR ETFS TR1290.01%0.15%0.37%Q4 2017Q2 202321
VZ VERIZON COMMUNICATIONS...1410.01%0.04%0.09%Q2 2015Q3 202321
PXH Powershares RAFI Emerg...20200.06%1.74%6.36%Q2 2013Q1 201820
PRFZ INVESCO EXCHANGE TRADE...940.07%0.20%0.41%Q2 2018Q3 202320
IBDP ISHARES TR1420.03%0.10%0.31%Q4 2017Q3 202320
IBMM ISHARES TR940.03%0.08%0.14%Q2 2018Q3 202320
NOBL PROSHARES TR1450.29%2.90%10.02%Q4 2018Q3 202319
CVY Guggenheim Multi Asset...19190.03%2.48%6.47%Q3 2013Q1 201819
PRFZ PowerShares FTSE US 15...19190.40%1.54%3.49%Q3 2013Q1 201819
LQD ISHARES TR1210.02%0.50%1.24%Q3 2013Q4 202219
CBSH Commerce Bancshares In...19190.10%0.22%0.40%Q3 2013Q1 201819
VTIP Vanguard Shrt-Term Inf...1210.02%0.19%0.54%Q3 2013Q3 202319
MO ALTRIA GROUP INC1010.02%0.10%0.16%Q2 2015Q3 202119
SCHE SCHWAB STRATEGIC TR910.04%0.08%0.16%Q4 2013Q3 202319
SPY SPDR S&P 500 ETF TR1410.16%0.33%0.77%Q2 2015Q3 202318
IBMK ISHARES TR990.04%0.18%0.31%Q4 2017Q2 202218
IBDN ISHARES TR1040.03%0.11%0.34%Q4 2017Q3 202218
IBDR ISHARES TR1440.03%0.07%0.20%Q1 2019Q3 202318
FNDF SCHWAB STRATEGIC TR940.02%0.04%0.14%Q4 2018Q3 202318
F FORD MTR CO DEL930.01%0.03%0.05%Q2 2015Q3 202318
VOO VANGUARD INDEX FDS910.25%5.85%12.11%Q2 2015Q3 202317
BND VANGUARD BD INDEX FDS910.07%0.95%2.12%Q2 2015Q3 202317
BA BOEING CO1010.06%0.51%1.05%Q3 2016Q4 202217
IGIB ISHARES TR820.01%0.34%1.46%Q1 2016Q3 202117
AMLP ALPS ETF TR17170.03%0.24%0.69%Q4 2015Q4 201917
CALM CAL MAINE FOODS INC17170.07%0.17%1.31%Q4 2014Q4 201817
AWR AMERICAN STS WTR CO17170.10%0.12%0.18%Q4 2014Q4 201817
NZF NUVEEN MUNICIPAL CREDI...940.01%0.04%0.13%Q1 2019Q3 202317
OEF ISHARES TR1010.05%0.41%1.10%Q2 2015Q3 202116
DGRO ISHARES TR1420.07%0.37%0.96%Q3 2019Q3 202316
VTI VANGUARD INDEX FDS1420.14%0.24%0.79%Q3 2016Q3 202316
IEF ISHARES TR610.03%0.21%0.51%Q1 2017Q3 202316
SBAC SBA COMMUNICATIONS COR...1420.06%0.17%0.41%Q3 2019Q3 202316
VT VANGUARD INTL EQUITY I...930.12%0.17%0.20%Q2 2019Q3 202316
MDT MEDTRONIC PLC1020.03%0.12%0.18%Q2 2015Q3 202116
SHYD VANECK VECTORS ETF TRUST1420.01%0.11%0.45%Q3 2019Q3 202316
IBDQ ISHARES TR1420.03%0.08%0.22%Q3 2019Q3 202316
SPYG SPDR SER TR920.04%1.02%1.52%Q3 2019Q3 202315
IBMJ ISHARES TR960.04%0.28%0.47%Q4 2017Q3 202115
SCHM SCHWAB STRATEGIC TR920.05%0.15%0.24%Q3 2019Q3 202315
IBDM ISHARES TR960.02%0.09%0.15%Q4 2017Q3 202115
IBMQ ISHARES TR920.07%0.09%0.10%Q3 2019Q3 202315
SBUX STARBUCKS CORP1020.02%0.08%0.13%Q3 2017Q3 202115
IBMN ISHARES TR920.02%0.06%0.11%Q3 2019Q3 202315
IWR ISHARES TR910.02%0.05%0.09%Q4 2018Q3 202315
BTT BLACKROCK MUN TARGET T...920.02%0.04%0.08%Q3 2019Q3 202315
WPM WHEATON PRECIOUS METAL...1410.01%0.02%0.05%Q4 2019Q3 202315
QUAL ISHARES TR14140.40%2.10%6.48%Q2 2020Q3 202314
JPST J P MORGAN EXCHANGE-TR...14140.69%1.65%3.56%Q2 2020Q3 202314
VIG VANGUARD SPECIALIZED P...910.04%1.49%3.44%Q2 2015Q3 202314
SPLV INVESCO EXCH TRADED FD...910.18%0.83%1.01%Q4 2019Q3 202314
IQLT ISHARES TR14140.07%0.64%2.40%Q2 2020Q3 202314
XLU SELECT SECTOR SPDR TR14140.02%0.15%0.34%Q2 2020Q3 202314
GGP GENERAL GROWTH PPTYS I...14140.06%0.14%0.19%Q3 2013Q4 201614
IBMO ISHARES TR910.06%0.07%0.11%Q4 2019Q3 202314
VCSH VANGUARD SCOTTSDALE FDS950.03%0.07%0.12%Q4 2018Q2 202214
EFV ISHARES TR730.02%0.06%0.29%Q2 2015Q3 202314
IBDS ISHARES TR14140.02%0.03%0.06%Q2 2020Q3 202314
IBDT ISHARES TR14140.01%0.02%0.05%Q2 2020Q3 202314
VTEB VANGUARD MUN BD FDS941.56%2.53%3.59%Q2 2020Q3 202313
VCIT VANGUARD SCOTTSDALE FDS910.04%0.40%1.39%Q2 2015Q4 202213
MMM 3M CO1110.02%0.33%0.55%Q2 2015Q3 202113
ICSH ISHARES TR13130.03%0.24%0.90%Q3 2020Q3 202313
ABBV ABBVIE INC1010.03%0.12%0.20%Q3 2016Q1 202213
ABT ABBOTT LABS1010.04%0.09%0.15%Q3 2016Q4 202213
VXUS VANGUARD STAR FDS940.02%0.04%0.05%Q2 2020Q3 202313
PXH INVESCO EXCH TRADED FD...760.01%0.02%0.05%Q2 2018Q1 202213
EPD ENTERPRISE PRODS PARTN...940.01%0.02%0.02%Q2 2020Q3 202313
JMST J P MORGAN EXCHANGE-TR...840.46%1.99%4.89%Q3 2020Q3 202312
NPP Nuveen Performance Plu...12120.29%0.74%1.30%Q3 2013Q2 201612
EFAV ISHARES TR910.03%0.28%0.94%Q2 2015Q1 202312
SUSL ISHARES TR12120.04%0.24%0.63%Q4 2020Q3 202312
MORT Market Vectors ETF Trust12120.06%0.16%0.28%Q3 2013Q2 201612
EZU iShares MSCI EMU Index12120.09%0.12%0.15%Q3 2013Q2 201612
EAGG ISHARES TR12120.03%0.12%0.36%Q4 2020Q3 202312
SCHA SCHWAB STRATEGIC TR620.04%0.08%0.16%Q3 2019Q3 202312
IBMP ISHARES TR840.04%0.06%0.07%Q3 2020Q3 202312
MDLZ MONDELEZ INTL INC810.02%0.04%0.07%Q2 2015Q3 202212
VLUE ISHARES TR11110.09%3.89%12.32%Q1 2021Q3 202311
SHM SPDR SERIES TRUST11110.89%1.69%2.32%Q2 2013Q4 201511
SPSB SPDR SER TR810.02%0.34%1.27%Q2 2013Q3 202311
AGZD WISDOMTREE TR810.01%0.21%0.76%Q4 2016Q3 202311
IBDL ISHARES TR920.03%0.14%0.24%Q4 2017Q3 202011
JNJ JOHNSON & JOHNSON610.04%0.11%0.18%Q2 2015Q2 202311
ESGD ISHARES TR11110.06%0.11%0.31%Q1 2021Q3 202311
EMR EMERSON ELEC CO650.01%0.08%0.12%Q3 2016Q3 202111
ESML ISHARES TR11110.02%0.04%0.10%Q1 2021Q3 202311
FALN ISHARES TR11110.01%0.03%0.08%Q1 2021Q3 202311
BGRN ISHARES TR11110.02%0.03%0.09%Q1 2021Q3 202311
DFAC DIMENSIONAL ETF TRUST10101.78%2.96%7.19%Q2 2021Q3 202310
COMT ISHARES U S ETF TR10100.03%1.57%5.28%Q2 2021Q3 202310
LQDH ISHARES U S ETF TR730.04%1.18%6.09%Q4 2020Q3 202310
TLT ISHARES TR640.01%0.41%1.15%Q2 2015Q3 202110
FFTY ACADEMY FDS TR10100.17%0.37%0.98%Q2 2015Q3 201710
IBMI ISHARES TR910.04%0.23%0.35%Q4 2017Q2 202010
MSL Midsouth Bank10100.10%0.22%0.29%Q3 2013Q4 201510
BNDX VANGUARD CHARLOTTE FDS610.04%0.19%0.51%Q3 2016Q3 202310
PPG PPG INDS INC10100.10%0.13%0.19%Q3 2016Q4 201810
ESGE ISHARES INC10100.01%0.10%0.21%Q4 2020Q1 202310
SHV ISHARES TR820.04%0.07%0.13%Q3 2019Q2 202210
BK BANK NEW YORK MELLON CORP10100.06%0.07%0.08%Q3 2016Q4 201810
RYN RAYONIER INC10100.04%0.05%0.06%Q3 2016Q4 201810
DIS DISNEY WALT CO710.02%0.05%0.14%Q2 2015Q3 202310
MPC MARATHON PETE CORP310.02%0.05%0.10%Q2 2015Q3 202110
ESGV VANGUARD WORLD FD640.03%0.04%0.08%Q2 2020Q4 202210
DFUS DIMENSIONAL ETF TRUST10100.02%0.04%0.08%Q2 2021Q3 202310
AOR ISHARES TR10100.01%0.04%0.10%Q2 2021Q3 202310
LDEM ISHARES TR10100.02%0.03%0.08%Q2 2021Q3 202310
AMX AMERICA MOVIL SAB DE CV10100.02%0.03%0.03%Q3 2016Q4 201810
COL ROCKWELL COLLINS INC993.18%3.81%4.31%Q3 2016Q3 20189
TDTT FLEXSHARES TR810.03%2.10%6.47%Q2 2013Q3 20189
DIMENSIONAL ETF TRUST991.03%1.73%4.13%Q3 2021Q3 20239
IGLB ISHARES TR810.05%1.20%2.27%Q2 2015Q2 20219
VGLT VANGUARD SCOTTSDALE FDS630.07%0.88%1.62%Q3 2020Q3 20239
IXC ISHARES TR810.05%0.39%0.64%Q2 2015Q4 20199
SCHC SCHWAB STRATEGIC TR610.01%0.24%0.47%Q3 2014Q3 20219
USMV ISHARES TR810.02%0.15%0.40%Q2 2020Q1 20239
SCHO SCHWAB STRATEGIC TR410.07%0.15%0.27%Q2 2016Q3 20239
NIO NUVEEN MUN OPPORTUNITY...990.07%0.09%0.10%Q1 2014Q1 20169
VV VANGUARD INDEX FDS410.06%0.08%0.12%Q3 2019Q3 20239
AOA ISHARES TR990.02%0.06%0.17%Q3 2021Q3 20239
IGRO ISHARES TR720.02%0.05%0.17%Q2 2021Q3 20239
SCHH SCHWAB STRATEGIC TR810.03%0.04%0.12%Q4 2018Q1 20229
WFC WELLS FARGO CO NEW210.01%0.03%0.07%Q2 2015Q1 20239
SPYV SPDR SER TR310.01%0.03%0.05%Q3 2018Q3 20239
IAU ISHARES GOLD TR540.01%0.02%0.02%Q2 2021Q3 20239
ELD Wisdom Tree Emerging M...880.33%0.52%1.36%Q2 2013Q1 20158
RWX SPDR DJ Wilshire Inter...880.36%0.52%1.25%Q2 2013Q1 20158
CUT Guggenheim ETF Trust 2...880.26%0.38%0.94%Q2 2013Q1 20158
BKLN Powershares ETF Senior...880.23%0.37%1.05%Q2 2013Q1 20158
MCK MCKESSON CORP880.16%0.23%0.37%Q4 2015Q3 20178
SHYG ISHARES TR710.06%0.18%0.48%Q4 2019Q4 20218
RPG INVESCO EXCHANGE TRADE...710.03%0.15%0.21%Q1 2021Q3 20238
AMZN AMAZON COM INC620.07%0.14%0.32%Q2 2021Q3 20238
SPDW SPDR INDEX SHS FDS880.02%0.14%0.35%Q4 2021Q3 20238
SE SPECTRA ENERGY CORP880.07%0.09%0.13%Q1 2015Q4 20168
SYY SYSCO CORP620.01%0.07%0.10%Q2 2016Q3 20218
IBDK ISHARES TR880.03%0.06%0.09%Q4 2017Q3 20198
KL KIRKLAND LAKE GOLD LTD710.02%0.02%0.04%Q4 2019Q4 20218
MINT PIMCO ETF TR520.01%0.82%1.35%Q3 2013Q3 20217
VCLT VANGUARD SCOTTSDALE FDS770.04%0.45%1.09%Q2 2020Q4 20217
VSS Vanguard FTSE ETF Worl...770.25%0.31%0.38%Q3 2013Q1 20157
SCHP SCHWAB STRATEGIC TR770.15%0.29%0.76%Q1 2022Q3 20237
MDT New Medtronic PLC Ordi...770.21%0.24%0.34%Q3 2013Q1 20157
IBMH ISHARES TR770.04%0.15%0.19%Q4 2017Q2 20197
KMB KIMBERLY-CLARK CORP520.01%0.14%0.22%Q3 2016Q3 20217
MUST COLUMBIA ETF TR I770.06%0.11%0.26%Q1 2022Q3 20237
TGT TARGET CORP520.04%0.10%0.16%Q3 2016Q3 20217
CONSTELLATION ENERGY CORP770.03%0.06%0.16%Q1 2022Q3 20237
RTX RTX CORPORATION410.02%0.04%0.08%Q2 2020Q3 20237
PCI PIMCO DYNMIC CREDIT AN...770.03%0.03%0.04%Q3 2015Q1 20177
IBTD ISHARES TR660.16%0.69%0.90%Q2 2022Q3 20236
GUNR FlexShares Morningstar...660.51%0.60%0.74%Q4 2013Q1 20156
IBTE ISHARES TR660.16%0.49%0.65%Q2 2022Q3 20236
RWR SPDR Series Trust420.32%0.37%0.42%Q3 2013Q1 20156
HYMB SPDR SER TR210.01%0.24%0.74%Q4 2016Q4 20226
IGF ISHARES TR510.02%0.19%0.39%Q2 2015Q4 20226
VYM VANGUARD WHITEHALL FDS420.06%0.17%0.37%Q1 2022Q3 20236
MEAR ISHARES US ETF TR410.03%0.16%0.29%Q4 2018Q4 20226
PEP PEPSICO INC510.02%0.14%0.18%Q3 2016Q2 20216
ITW ILLINOIS TOOL WKS INC420.04%0.13%0.18%Q4 2016Q3 20216
VO VANGUARD INDEX FDS310.07%0.12%0.17%Q2 2015Q3 20216
IBTF ISHARES TR660.02%0.10%0.16%Q2 2022Q3 20236
HYEM MARKET VECTORS ETF TR510.04%0.08%0.13%Q3 2013Q2 20166
WM WASTE MGMT INC DEL420.05%0.06%0.08%Q2 2021Q3 20236
VBR VANGUARD INDEX FDS420.04%0.05%0.08%Q2 2021Q3 20236
EFG ISHARES TR310.02%0.04%0.05%Q2 2015Q3 20236
DIMENSIONAL ETF TRUST660.02%0.03%0.07%Q2 2022Q3 20236
GGP GGP INC660.02%0.03%0.06%Q1 2017Q2 20186
IYE ISHARES TR210.01%0.02%0.08%Q4 2018Q1 20236
CVY INVESCO EXCHANGE TRADE...660.02%0.02%0.03%Q2 2018Q3 20196
DXJ WisdomTree Japan Hedge...552.52%7.75%15.09%Q2 2013Q2 20145
SCHD Schwab U.S. Dividend E...550.15%1.80%7.51%Q2 2013Q2 20145
BKLN INVESCO EXCH TRADED FD...110.03%0.41%1.82%Q4 2018Q4 20225
WIP SPDR DB Internationl G...550.31%0.38%0.52%Q3 2013Q3 20145
NQP Nuveen PA Investment Q...550.12%0.15%0.16%Q1 2014Q1 20155
JPM JPMORGAN CHASE & CO210.04%0.11%0.20%Q1 2014Q3 20215
BEN FRANKLIN RES INC550.05%0.07%0.09%Q3 2016Q3 20175
PM PHILIP MORRIS INTL INC210.02%0.07%0.13%Q2 2015Q3 20215
GTO INVESCO ACTIVELY MANAG...210.01%0.07%0.21%Q1 2022Q3 20235
CL COLGATE PALMOLIVE CO320.02%0.07%0.10%Q1 2017Q3 20215
PCY INVESCO EXCH TRADED FD...310.01%0.06%0.17%Q4 2018Q4 20225
SPEM SPDR INDEX SHS FDS550.02%0.06%0.10%Q1 2021Q1 20225
WMT WAL-MART STORES INC320.02%0.06%0.09%Q1 2017Q3 20215
NKE NIKE INC320.03%0.04%0.06%Q2 2021Q3 20235
BP BP PLC550.04%0.04%0.04%Q1 2017Q1 20185
IBDU ISHARES TR550.02%0.02%0.03%Q3 2020Q3 20215
OGN ORGANON & CO550.02%0.02%0.02%Q2 2021Q2 20225
IBTG ISHARES TR410.01%0.02%0.02%Q2 2022Q3 20235
VIGI VANGUARD WHITEHALL FDS440.03%1.25%1.73%Q4 2022Q3 20234
FLTR VANECK ETF TRUST440.01%0.57%2.24%Q4 2022Q3 20234
DVYE ISHARES INC220.09%0.27%0.39%Q3 2019Q3 20204
HEZU ISHARES TR220.07%0.16%0.30%Q3 2019Q3 20204
JRS NUVEEN REAL ESTATE INCOME310.04%0.16%0.25%Q1 2014Q4 20154
AFL AFLAC INC440.08%0.09%0.10%Q4 2016Q3 20174
HD HOME DEPOT INC210.05%0.09%0.13%Q2 2021Q4 20224
VFC V F CORP310.05%0.08%0.09%Q2 2015Q3 20174
V VISA INC210.07%0.08%0.08%Q2 2015Q1 20234
BFB BROWN FORMAN CORP440.05%0.08%0.09%Q4 2016Q3 20174
NUE NUCOR CORP440.07%0.08%0.08%Q4 2016Q3 20174
LEG LEGGETT & PLATT INC440.06%0.07%0.08%Q4 2016Q3 20174
MDYV SPDR SER TR220.02%0.07%0.13%Q3 2019Q3 20214
IBM INTERNATIONAL BUSINESS...210.02%0.06%0.10%Q2 2015Q3 20214
TROW PRICE T ROWE GROUP INC220.01%0.05%0.10%Q2 2017Q3 20214
ICBK COUNTY BANCORP INC220.03%0.04%0.06%Q3 2019Q3 20204
SPIP SPDR SER TR440.01%0.04%0.11%Q4 2022Q3 20234
ESGU ISHARES TR220.02%0.03%0.04%Q2 2021Q2 20234
CARR CARRIER GLOBAL CORPORA...210.01%0.02%0.03%Q2 2020Q3 20214
AGI ALAMOS GOLD INC NEW440.01%0.01%0.01%Q4 2022Q3 20234
SPAB SPDR SER TR332.91%4.02%4.64%Q1 2023Q3 20233
SPHQ INVESCO EXCHANGE TRADE...332.94%3.96%4.64%Q1 2023Q3 20233
SPSM SPDR SER TR333.03%3.21%3.37%Q1 2023Q3 20233
SPIB SPDR SER TR332.32%2.39%2.49%Q1 2023Q3 20233
VGT VANGUARD WORLD FDS210.06%0.62%1.73%Q2 2020Q3 20213
JXI ISHARES TR330.30%0.42%0.55%Q4 2015Q2 20163
TFI SPDR Lehman Municipal ETF330.07%0.34%0.85%Q2 2013Q4 20133
SJNK SPDR SER TR330.09%0.19%0.25%Q2 2015Q4 20153
REM iShares FTSE NAREIT Mo...330.06%0.11%0.19%Q3 2013Q1 20143
UNP UNION PAC CORP210.05%0.10%0.17%Q2 2015Q3 20213
VMBS VANGUARD SCOTTSDALE FDS330.08%0.09%0.10%Q4 2015Q2 20163
PSK SPDR SER TR110.03%0.09%0.19%Q4 2018Q4 20223
IBMG ISHARES TR330.04%0.09%0.13%Q4 2017Q2 20183
SLYV SPDR SER TR210.02%0.08%0.22%Q4 2018Q3 20213
PNR PENTAIR PLC330.08%0.08%0.09%Q1 2017Q3 20173
VB VANGUARD INDEX FDS210.04%0.08%0.15%Q2 2015Q3 20213
ADM ARCHER DANIELS MIDLAND CO330.07%0.08%0.10%Q1 2017Q3 20173
AVDV AMERICAN CENTY ETF TR330.05%0.06%0.07%Q1 2021Q3 20213
UNH UNITEDHEALTH GROUP INC210.03%0.05%0.10%Q2 2015Q3 20213
GLD SPDR GOLD TRUST210.02%0.05%0.10%Q2 2015Q3 20213
CMI CUMMINS INC210.03%0.05%0.09%Q2 2015Q3 20213
DIA SPDR DOW JONES INDL AV...210.02%0.05%0.11%Q2 2015Q3 20213
PNW PINNACLE WEST CAP CORP210.02%0.05%0.09%Q2 2015Q3 20213
IBDH ISHARES TR330.04%0.04%0.04%Q4 2017Q2 20183
DE DEERE & CO210.04%0.04%0.04%Q2 2015Q3 20213
HON HONEYWELL INTL INC210.03%0.04%0.05%Q2 2015Q3 20213
IUSB ISHARES TR330.03%0.04%0.05%Q1 2023Q3 20233
CAT CATERPILLAR INC210.01%0.03%0.08%Q2 2021Q1 20223
QCOM QUALCOMM INC210.01%0.03%0.06%Q2 2015Q3 20213
NSC NORFOLK SOUTHN CORP210.02%0.02%0.04%Q2 2015Q3 20213
INNOVATOR ETFS TR330.01%0.02%0.04%Q3 2022Q1 20233
DHR DANAHER CORPORATION210.01%0.02%0.04%Q2 2015Q3 20213
FSK FS KKR CAPITAL CORP330.02%0.02%0.02%Q2 2019Q4 20193
PGX INVESCO EXCHNG TRADED ...330.02%0.02%0.02%Q2 2019Q4 20193
OTIS OTIS WORLDWIDE CORP210.01%0.02%0.04%Q2 2020Q3 20213
TFC TRUIST FINL CORP210.02%0.02%0.02%Q2 2021Q1 20223
MIE COHEN & STEERS MLP INC...210.01%0.02%0.02%Q2 2019Q1 20213
KRBN KRANESHARES TR330.01%0.01%0.01%Q1 2023Q3 20233
SHLS SHOALS TECHNOLOGIES GR...330.01%0.01%0.01%Q1 2023Q3 20233
GNR SPDR Index Shares Fund220.45%1.08%1.70%Q2 2013Q3 20132
UTIW UTI WORLDWIDE INC220.47%0.55%0.64%Q3 2015Q4 20152
IBTB ISHARES TR220.10%0.49%0.88%Q2 2022Q3 20222
BOND PIMCO Total Return ETF110.08%0.34%0.61%Q3 2013Q2 20152
TLH ISHARES TR220.32%0.33%0.33%Q2 2015Q3 20152
STT STATE STR CORP220.11%0.23%0.36%Q2 2016Q3 20162
CME CME GROUP INC220.20%0.22%0.23%Q3 2015Q4 20152
MLPA GLOBAL X FDS220.06%0.14%0.22%Q3 2019Q4 20192
NPY Nuveen Pa Prem Income ...220.11%0.12%0.13%Q3 2013Q4 20132
CINF CINCINNATI FINL CORP220.08%0.09%0.09%Q2 2017Q3 20172
COST COSTCO WHSL CORP NEW220.08%0.08%0.08%Q2 2021Q3 20212
JQC Nuveen Credit Strategi...220.07%0.07%0.07%Q3 2013Q4 20132
BPT BP PRUDHOE BAY RTY TR220.03%0.07%0.11%Q4 2015Q1 20162
FB FACEBOOK INC220.07%0.07%0.08%Q2 2021Q3 20212
IWN ISHARES TR110.06%0.07%0.07%Q2 2015Q4 20222
ADBE ADOBE SYSTEMS INCORPOR...220.06%0.06%0.07%Q2 2021Q3 20212
AVUS AMERICAN CENTY ETF TR110.04%0.05%0.06%Q1 2022Q4 20222
GM GENERAL MTRS CO220.02%0.05%0.08%Q2 2022Q3 20222
CMCSA COMCAST CORP NEW110.04%0.05%0.05%Q2 2015Q1 20172
NVTA INVITAE CORP220.01%0.05%0.08%Q4 2021Q1 20222
HCP HCP INC220.04%0.04%0.05%Q3 2016Q4 20162
SLV ISHARES SILVER TRUST110.04%0.04%0.04%Q3 2015Q2 20212
IWC ISHARES TR220.04%0.04%0.04%Q2 2021Q3 20212
XYL XYLEM INC220.04%0.04%0.04%Q2 2021Q3 20212
SQ SQUARE INC220.04%0.04%0.04%Q2 2021Q3 20212
NVDA NVIDIA CORPORATION220.04%0.04%0.04%Q2 2021Q3 20212
QQQ INVESCO QQQ TR220.04%0.04%0.04%Q2 2021Q3 20212
FDN FIRST TR EXCHANGE-TRAD...220.03%0.03%0.04%Q2 2021Q3 20212
PCTY PAYLOCITY HLDG CORP220.03%0.03%0.04%Q2 2021Q3 20212
ARKK ARK ETF TR220.03%0.03%0.04%Q2 2021Q3 20212
PYPL PAYPAL HLDGS INC220.03%0.03%0.03%Q2 2021Q3 20212
IWY ISHARES TR220.03%0.03%0.03%Q2 2021Q3 20212
NFLX NETFLIX INC220.03%0.03%0.03%Q2 2021Q3 20212
VOE VANGUARD INDEX FDS220.02%0.03%0.03%Q2 2021Q3 20212
DOCU DOCUSIGN INC220.02%0.02%0.03%Q2 2021Q3 20212
MPWR MONOLITHIC PWR SYS INC220.02%0.02%0.03%Q2 2021Q3 20212
DG DOLLAR GEN CORP NEW220.02%0.02%0.02%Q2 2021Q3 20212
DUK DUKE ENERGY CORP NEW220.02%0.02%0.02%Q2 2021Q3 20212
NTES NETEASE INC220.02%0.02%0.03%Q2 2021Q3 20212
LMT LOCKHEED MARTIN CORP220.02%0.02%0.02%Q2 2021Q3 20212
DECK DECKERS OUTDOOR CORP220.02%0.02%0.02%Q2 2021Q3 20212
AMT AMERICAN TOWER CORP NEW220.02%0.02%0.02%Q2 2021Q3 20212
IEUR ISHARES TR220.02%0.02%0.02%Q2 2021Q3 20212
PFM INVESCO EXCHANGE TRADE...110.02%0.02%0.02%Q2 2022Q4 20222
VEEV VEEVA SYS INC220.02%0.02%0.02%Q2 2021Q3 20212
TXN TEXAS INSTRS INC220.02%0.02%0.02%Q2 2021Q3 20212
MNST MONSTER BEVERAGE CORP NEW220.02%0.02%0.02%Q2 2021Q3 20212
ASB ASSOCIATED BANC CORP220.02%0.02%0.02%Q3 2019Q4 20192
LOW LOWES COS INC220.02%0.02%0.02%Q2 2021Q3 20212
IWB ISHARES TR220.02%0.02%0.02%Q2 2021Q3 20212
HAL HALLIBURTON CO220.02%0.02%0.02%Q4 2022Q1 20232
MA MASTERCARD INCORPORATED220.02%0.02%0.02%Q2 2021Q3 20212
CPK CHESAPEAKE UTILS CORP220.02%0.02%0.02%Q2 2021Q3 20212
SHW SHERWIN WILLIAMS CO220.02%0.02%0.02%Q2 2021Q3 20212
NYF ISHARES TR220.02%0.02%0.02%Q2 2021Q3 20212
LLY LILLY ELI & CO220.02%0.02%0.02%Q2 2021Q3 20212
SYK STRYKER CORPORATION220.02%0.02%0.02%Q2 2021Q3 20212
APD AIR PRODS & CHEMS INC220.01%0.02%0.02%Q2 2021Q3 20212
SO SOUTHERN CO220.02%0.02%0.02%Q2 2021Q3 20212
GDXJ VANECK VECTORS ETF TR220.01%0.01%0.02%Q2 2021Q3 20212
LNT ALLIANT ENERGY CORP220.01%0.01%0.02%Q2 2021Q3 20212
KRC KILROY RLTY CORP220.01%0.01%0.01%Q2 2021Q3 20212
NEM NEWMONT CORP220.01%0.01%0.01%Q2 2021Q3 20212
FIS FIDELITY NATL INFORMAT...220.01%0.01%0.01%Q2 2021Q3 20212
UP WHEELS UP EXPERIENCE INC220.01%0.01%0.02%Q3 2021Q4 20212
YUM YUM BRANDS INC220.01%0.01%0.01%Q2 2021Q3 20212
FXH FIRST TR EXCHANGE TRAD...220.01%0.01%0.01%Q2 2021Q3 20212
RNP COHEN & STEERS REIT & ...220.01%0.01%0.01%Q3 2021Q4 20212
RSP INVESCO EXCHANGE TRADE...220.01%0.01%0.01%Q2 2021Q3 20212
PHM PULTE GROUP INC220.01%0.01%0.01%Q2 2021Q3 20212
ALB ALBEMARLE CORP220.01%0.01%0.01%Q2 2021Q3 20212
BTI BRITISH AMERN TOB PLC220.01%0.01%0.01%Q2 2021Q3 20212
PNC PNC FINL SVCS GROUP INC220.01%0.01%0.01%Q2 2021Q3 20212
DGRW WISDOMTREE TR220.01%0.01%0.01%Q2 2021Q3 20212
TREX TREX CO INC220.01%0.01%0.01%Q2 2021Q3 20212
BMAR INNOVATOR ETFS TR220.01%0.01%0.01%Q2 2021Q3 20212
DAR DARLING INGREDIENTS INC220.01%0.01%0.01%Q2 2021Q3 20212
FXD FIRST TR EXCHANGE TRAD...220.01%0.01%0.01%Q2 2021Q3 20212
VSGX VANGUARD WORLD FD220.01%0.01%0.01%Q2 2021Q3 20212
ADI ANALOG DEVICES INC220.01%0.01%0.01%Q2 2021Q3 20212
Guggenheim Multi Asset...113.76%3.76%3.76%Q2 2013Q2 20131
UTX UNITED TECHNOLOGIES CORP111.25%1.25%1.25%Q4 2018Q4 20181
QQQ POWERSHARES QQQ TRUST110.41%0.41%0.41%Q3 2015Q3 20151
RPG RYDEX ETF TRUST110.38%0.38%0.38%Q3 2015Q3 20151
IYF ISHARES TR110.31%0.31%0.31%Q1 2017Q1 20171
JCPB J P MORGAN EXCHANGE-TR...110.30%0.30%0.30%Q1 2022Q1 20221
VOO VANGUARD INDEX FDS110.25%0.25%0.25%Q3 2013Q3 20131
IWP ISHARES TR110.22%0.22%0.22%Q3 2015Q3 20151
VHT VANGUARD WORLD FDS110.18%0.18%0.18%Q1 2022Q1 20221
JAMF JAMF HLDG CORP110.17%0.17%0.17%Q4 2021Q4 20211
ESRX Express Scripts Holdin...110.16%0.16%0.16%Q3 2014Q3 20141
SRC Spirit Realty Capital Inc110.15%0.15%0.15%Q3 2013Q3 20131
ESRX EXPRESS SCRIPTS HLDG CO110.15%0.15%0.15%Q2 2015Q2 20151
FAST Fastenal Company110.14%0.14%0.14%Q4 2013Q4 20131
HYS PIMCO ETF TR110.13%0.13%0.13%Q2 2015Q2 20151
BRKB BERKSHIRE HATHAWAY INC...110.12%0.12%0.12%Q2 2015Q2 20151
MDY SPDR S&P MIDCAP 400 ET...110.12%0.12%0.12%Q2 2015Q2 20151
J P MORGAN EXCHANGE TR...110.11%0.11%0.11%Q3 2023Q3 20231
IHY Market Vectors Intl Hi...110.10%0.10%0.10%Q3 2013Q3 20131
XLK SELECT SECTOR SPDR TR110.10%0.10%0.10%Q1 2022Q1 20221
EMLC Market Vectors EM Loca...110.09%0.09%0.09%Q3 2013Q3 20131
AGN ALLERGAN PLC110.09%0.09%0.09%Q2 2015Q2 20151
HBI HANESBRANDS INC110.09%0.09%0.09%Q2 2015Q2 20151
HHC HOWARD HUGHES CORP110.08%0.08%0.08%Q2 2015Q2 20151
PHO POWERSHARES ETF TRUST110.07%0.07%0.07%Q3 2015Q3 20151
HAWX ISHARES TR110.07%0.07%0.07%Q4 2018Q4 20181
DJP BARCLAYS BK PLC110.06%0.06%0.06%Q4 2015Q4 20151
GILD GILEAD SCIENCES INC110.06%0.06%0.06%Q2 2015Q2 20151
HUN HUNTSMAN CORP110.06%0.06%0.06%Q4 2015Q4 20151
ECL ECOLAB INC110.06%0.06%0.06%Q2 2015Q2 20151
IBMF ISHARES110.06%0.06%0.06%Q2 2015Q2 20151
SLQD ISHARES TR110.05%0.05%0.05%Q4 2018Q4 20181
CVS CVS HEALTH CORP110.05%0.05%0.05%Q2 2015Q2 20151
MORT VANECK VECTORS ETF TR110.05%0.05%0.05%Q3 2016Q3 20161
POT POTASH CORP SASK INC110.05%0.05%0.05%Q2 2015Q2 20151
AOK ISHARES TR110.05%0.05%0.05%Q2 2022Q2 20221
GOOGL ALPHABET INC110.05%0.05%0.05%Q1 2023Q1 20231
FANG DIAMONDBACK ENERGY INC110.05%0.05%0.05%Q4 2021Q4 20211
KMI KINDER MORGAN INC DEL110.04%0.04%0.04%Q2 2015Q2 20151
STI SUNTRUST BKS INC110.04%0.04%0.04%Q2 2015Q2 20151
OMC OMNICOM GROUP INC110.04%0.04%0.04%Q2 2015Q2 20151
DIG PROSHARES TR110.04%0.04%0.04%Q2 2015Q2 20151
ROM PROSHARES TR110.04%0.04%0.04%Q2 2015Q2 20151
UPW PROSHARES TR110.04%0.04%0.04%Q2 2015Q2 20151
RE EVEREST RE GROUP LTD110.04%0.04%0.04%Q2 2015Q2 20151
AG FIRST MAJESTIC SILVER ...110.04%0.04%0.04%Q4 2019Q4 20191
DOW DOW CHEM CO110.04%0.04%0.04%Q2 2015Q2 20151
GDX MARKET VECTORS ETF TR110.04%0.04%0.04%Q3 2015Q3 20151
EMLP FIRST TR EXCHANGE TRAD...110.04%0.04%0.04%Q3 2016Q3 20161
ITM VANECK ETF TRUST110.04%0.04%0.04%Q3 2023Q3 20231
BBN BLACKROCK TAX MUNICPAL...110.03%0.03%0.03%Q2 2017Q2 20171
EPD ENTERPRISE PRODS PARTN...110.03%0.03%0.03%Q2 2017Q2 20171
SCHR SCHWAB STRATEGIC TR110.03%0.03%0.03%Q4 2022Q4 20221
INKM SSGA ACTIVE ETF TR110.03%0.03%0.03%Q1 2022Q1 20221
TSLA TESLA INC110.03%0.03%0.03%Q2 2021Q2 20211
AVDE AMERICAN CENTY ETF TR110.03%0.03%0.03%Q4 2022Q4 20221
PAGP PLAINS GP HLDGS L P110.03%0.03%0.03%Q3 2016Q3 20161
CMDY ISHARES U S ETF TR110.03%0.03%0.03%Q4 2022Q4 20221
AGGY WISDOMTREE TR110.02%0.02%0.02%Q3 2023Q3 20231
VOOG VANGUARD ADMIRAL FDS INC110.02%0.02%0.02%Q3 2021Q3 20211
SPTL SPDR SER TR110.02%0.02%0.02%Q3 2023Q3 20231
JQUA J P MORGAN EXCHANGE-TR...110.02%0.02%0.02%Q2 2021Q2 20211
PREF PRINCIPAL EXCHANGE TRA...110.01%0.01%0.01%Q3 2023Q3 20231
LAC LITHIUM AMERS CORP NEW110.01%0.01%0.01%Q1 2023Q1 20231
BABA ALIBABA GROUP HLDG LTD110.01%0.01%0.01%Q2 2021Q2 20211
LEO BNY MELLON STRATEGIC M...110.01%0.01%0.01%Q1 2021Q1 20211
IBDW ISHARES TR110.01%0.01%0.01%Q3 2023Q3 20231
MPLN MULTIPLAN CORPORATION110.01%0.01%0.01%Q4 2020Q4 20201
SPMB SPDR SER TR110.01%0.01%0.01%Q4 2022Q4 20221
ENSG ENSIGN GROUP INC110.01%0.01%0.01%Q2 2021Q2 20211
TDOC TELADOC HEALTH INC110.01%0.01%0.01%Q2 2021Q2 20211
BX BLACKSTONE INC110.01%0.01%0.01%Q3 2021Q3 20211
AMGN AMGEN INC110.01%0.01%0.01%Q3 2021Q3 20211
BIDU BAIDU INC110.01%0.01%0.01%Q2 2021Q2 20211
NRT NORTH EUROPEAN OIL RTY TR110.01%0.01%0.01%Q1 2022Q1 20221
NUBD NUSHARES ETF TR110.01%0.01%0.01%Q3 2023Q3 20231
PHYS SPROTT PHYSICAL GOLD TR110.01%0.01%0.01%Q1 2023Q1 20231

The securities at the top of the list , including VANGUARD INTL EQUITY INDEX F, Schwab US Large Cap Growth ETF, and Schwab US Large Cap Value ETF, are the highest-conviction holdings of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC.

The conviction is calculated by counting the number of quarters a security has been reported by CLIFTONLARSONALLEN WEALTH ADVISORS, LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that CLIFTONLARSONALLEN WEALTH ADVISORS, LLC owns currently or has owned in the past.