Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LVZ INC | 04-12-2024 | 03-31-2024 | 144 | 735,350,783 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | SMID RISNG ETF | 1 | $93,783,733 | 2,693,387 | 0.01 | 2,693,387 | +Inf | 03-31-2024 | |
| ISHARES TR | S&P 500 GRWT ETF | 2 | $82,603,547 | 978,251 | 0.01 | 0.01 | -100,430 | -9.31 | 03-31-2024 |
| ISHARES TR | S&P 500 VAL ETF | 3 | $80,255,593 | 429,611 | 0.01 | 0.01 | -21,382 | -4.74 | 03-31-2024 |
| ISHARES TR | CORE S&P MCP ETF | 4 | $67,040,033 | 1,103,721 | 0.01 | 0.02 | 613,111 | 124.97 | 03-31-2024 |
