Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STEPHENS INC /AR/ 05-15-2024 03-31-2024 1310 6,448,130,518
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS TOTAL STK MKT 1 $219,313,758 843,839 0.00 0.00 98,729 13.25 03-31-2024
APPLE INC COM 2 $135,449,264 789,884 0.00 0.00 20,942 2.72 03-31-2024
MICROSOFT CORP COM 3 $128,035,192 304,324 0.00 0.00 -11 -0.00 03-31-2024
ISHARES TR RUS 1000 VAL ETF 4 $118,903,275 663,856 0.00 0.00 -33,879 -4.86 03-31-2024
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