Plante Moran Financial Advisors, LLC Q4 2019 Filing

Filed February 14, 2020

Portfolio Value

$287.2B

Holdings

763

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (763 positions)

#StockSharesValue% PortfolioType
101
BRBROADRIDGE FINL SOLUTIONS INC COM
2,897$358.0M0.12%
102
MDYSPDR S&P MIDCAP 400 ETF
931$350.0M0.12%
103
CVSCVS HEALTH CORP COM
4,703$349.0M0.12%
104
PFFISHARES PREFERRED AND INCOME SECURITIES ETF
9,272$349.0M0.12%
105
VEAVANGUARD FTSE DEVELOPED MARKETS ETF
7,843$346.0M0.12%
106
FMBFIRST TRUST MANAGED MUNICIPAL ETF
6,120$340.0M0.12%
107
IUSGISHARES CORE S&P U.S. GROWTH ETF
4,946$335.0M0.12%
108
CMSCMS ENERGY CORP COM
5,233$329.0M0.11%
109
KMBKIMBERLY CLARK CORP COM
2,376$327.0M0.11%
110
BACBANK AMER CORP COM
9,291$327.0M0.11%
111
COPCONOCOPHILLIPS COM
4,996$325.0M0.11%
112
SBUXSTARBUCKS CORP COM
3,684$324.0M0.11%
113
AQLTISHARES SELECT DIVIDEND ETF
3,035$321.0M0.11%
114
IWPISHARES RUSSELL MID-CAP GROWTH ETF
2,097$320.0M0.11%
115
PXFINVESCO FTSE RAFI DEVELOPED MARKETS EX-U.S. ETF
7,287$310.0M0.11%
116
CRSPCRISPR THERAPEUTICS AG NAMEN AKT
5,050$308.0M0.11%
117
AMATAPPLIED MATLS INC COM
5,028$307.0M0.11%
118
EMREMERSON ELEC CO COM
3,816$291.0M0.10%
119
NPFINUVEEN PFD & INCM SECURTIES FD COM
28,441$285.0M0.10%
120
VYMVANGUARD HIGH DIVIDEND YIELD ETF
3,027$284.0M0.10%
121
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
5,227$281.0M0.10%
122
PRFZINVESCO FTSE RAFI US 1500A SMALL-MIDA ETF
2,021$276.0M0.10%
123
DHRDANAHER CORPORATION COM
1,754$269.0M0.09%
124
CITCINTAS CORP COM
995$268.0M0.09%
125
GDGENERAL DYNAMICS CORP COM
1,516$267.0M0.09%
126
SCHFSCHWAB INTERNATIONAL EQUITY ETF
7,637$257.0M0.09%
127
UTXZUNITED TECHNOLOGIES CORP COM
1,713$257.0M0.09%
128
TYGEURTORTOISE ENERGY INFRA CORP COM
14,285$256.0M0.09%
129
UNPUNION PACIFIC CORP COM
1,409$255.0M0.09%
130
WFCWELLS FARGO CO NEW COM
4,724$254.0M0.09%
131
DUKDUKE ENERGY CORP NEW COM NEW
2,738$250.0M0.09%
132
RTN1USDRAYTHEON CO COM NEW
1,132$249.0M0.09%
133
AGGISHARES CORE U.S. AGGREGATE BOND ETF
2,191$246.0M0.09%
134
DYHTARGET CORP COM
1,883$241.0M0.08%
135
XOPUSDSPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
10,000$237.0M0.08%
136
DOVDOVER CORP COM
2,044$236.0M0.08%
137
XLVHEALTH CARE SELECT SECTOR SPDR FUND
2,310$235.0M0.08%
138
GNTXGENTEX CORP COM
8,000$232.0M0.08%
139
VBVANGUARD SMALL-CAP INDEX FUND
1,389$230.0M0.08%
140
IJTISHARES S&P SMALL-CAP 600 GROWTH ETF
1,179$228.0M0.08%
141
XLKTECHNOLOGY SELECT SECTOR SPDR FUND
2,479$227.0M0.08%
142
ISRGINTUITIVE SURGICAL INC COM NEW
371$219.0M0.08%
143
BMYBRISTOL MYERS SQUIBB CO COM
3,393$218.0M0.08%
144
ORLYO REILLY AUTOMOTIVE INC NEW COM
496$217.0M0.08%
145
VTEBVANGUARD TAX-EXEMPT BOND ETF
3,994$214.0M0.07%
146
LLYLILLY ELI & CO COM
1,630$214.0M0.07%
147
GEGENERAL ELECTRIC CO COM
18,444$206.0M0.07%
148
IJSISHARES S&P SMALL-CAP 600 VALUE ETF
1,257$202.0M0.07%
149
CLCOLGATE PALMOLIVE CO COM
2,887$199.0M0.07%
150
NATNORDIC AMERICAN TANKERS LIMITE COM
40,000$197.0M0.07%
151
LKNCYLUCKIN COFFEE INC SPONSORED ADS
5,000$197.0M0.07%
152
ETNEATON CORP PLC SHS
2,066$196.0M0.07%
153
SYYSYSCO CORP COM
2,293$196.0M0.07%
154
MOALTRIA GROUP INC COM
3,936$196.0M0.07%
155
MACATAWA BK CORP COM
17,545$195.0M0.07%
156
USBUS BANCORP DEL COM NEW
3,286$195.0M0.07%
157
JECUSDJACOBS ENGR GROUP INC COM
2,159$194.0M0.07%
158
FNDCSCHWAB FUNDAMENTAL INTERNATIONAL SMALL COMPANY INDEX ETF
5,707$190.0M0.07%
159
EWEDWARDS LIFESCIENCES CORP COM
805$188.0M0.07%
160
ELLAUDER ESTEE COS INC CL A
902$186.0M0.06%
161
IMCVISHARES MORNINGSTAR MID-CAP VALUE ETF
1,100$186.0M0.06%
162
EDCONSOLIDATED EDISON INC COM
2,038$184.0M0.06%
163
SUSUNCOR ENERGY INC NEW COM
5,427$178.0M0.06%
164
ITWILLINOIS TOOL WKS INC COM
993$178.0M0.06%
165
CMGCHIPOTLE MEXICAN GRILL INC COM
211$177.0M0.06%
166
SDPPROSHARES ULTRASHORT S&P 500
7,070$176.0M0.06%
167
WENWENDYS CO COM
7,941$176.0M0.06%
168
FANGDIAMONDBACK ENERGY INC COM
1,900$176.0M0.06%
169
LOWLOWES COS INC COM
1,464$175.0M0.06%
170
WMWASTE MGMT INC DEL COM
1,532$175.0M0.06%
171
ATMPBARCLAYS ETN SELECT MLP ETN
9,853$175.0M0.06%
172
TJXTJX COS INC NEW COM
2,823$172.0M0.06%
173
CACCCREDIT ACCEP CORP MICH COM
387$171.0M0.06%
174
SCHWTHE CHARLES SCHWAB CORPORATION COM
3,571$170.0M0.06%
175
PLDPROLOGIS INC COM
1,882$168.0M0.06%
176
XLYCONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
1,340$168.0M0.06%
177
WDRWADDELL & REED FINL INC CL A
9,950$166.0M0.06%
178
BAXBAXTER INTL INC COM
1,972$165.0M0.06%
179
PAYXPAYCHEX INC COM
1,930$164.0M0.06%
180
RGNXREGENXBIO INC COM
4,000$164.0M0.06%
181
CWSTCASELLA WASTE SYS INC CL A
3,507$161.0M0.06%
182
USRTISHARES CORE U.S. REIT ETF
2,949$161.0M0.06%
183
CATCATERPILLAR INC DEL COM
1,058$156.0M0.05%
184
LMBSFIRST TRUST LOW DURATION MORTGAGE OPPORTUNITIES ETF
2,986$155.0M0.05%
185
CMACOMERICA INC COM
2,132$153.0M0.05%
186
ANDEANDERSONS INC COM
6,000$152.0M0.05%
187
COFCAPITAL ONE FINL CORP COM
1,468$151.0M0.05%
188
AXPAMERICAN EXPRESS CO COM
1,207$150.0M0.05%
189
ESEVERSOURCE ENERGY COM
1,758$150.0M0.05%
190
WBAWALGREENS BOOTS ALLIANCE INC COM
2,523$149.0M0.05%
191
MGAMAGNA INTL INC COM
2,713$149.0M0.05%
192
SALISBURY BANCORP INC COM
3,218$147.0M0.05%
193
STLAFIAT CHRYSLER AUTOMOBILES N V SHS
10,000$147.0M0.05%
194
SCHCSCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF
4,227$146.0M0.05%
195
CLSDUSDCLEARSIDE BIOMEDICAL INC COM
50,000$145.0M0.05%
196
MASMASCO CORP COM
2,997$144.0M0.05%
197
LMTLOCKHEED MARTIN CORP COM
371$144.0M0.05%
198
MDTMEDTRONIC PLC SHS
1,268$144.0M0.05%
199
DEODIAGEO P L C SPON ADR NEW
850$143.0M0.05%
200
PXHINVESCO FTSE RAFI EMERGING MARKETS ETF
6,171$138.0M0.05%
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