Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 07-31-2024 | 06-30-2024 | 4033 | 63,172,730,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS3000IDX | 1551 | $3,702,000 | 15,449 | 0.01 | 0.00 | 4,948 | 47.12 | 06-30-2024 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 1552 | $3,701,000 | 56,980 | 0.01 | 0.00 | 16,195 | 39.71 | 06-30-2024 |
| ISHARES INC | MSCI EQUAL WEITE | 1553 | $3,699,000 | 41,910 | 0.01 | 0.01 | 3,200 | 8.27 | 06-30-2024 |
| BLACKROCK CAP ALLOCATION TER | COM | 1554 | $3,694,000 | 225,107 | 0.01 | 0.01 | -2,532 | -1.11 | 06-30-2024 |
