Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC | 04-24-2024 | 03-31-2024 | 3302 | 25,988,153,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES | TR CORE MSCI TOTAL | 101 | $50,121,000 | 738,593 | 0.19 | 0.18 | 88,125 | 13.55 | 03-31-2024 |
| SCHWAB STRATEGIC TR US LCAP | GR ETF | 102 | $50,017,000 | 539,438 | 0.19 | 0.17 | 72,428 | 15.51 | 03-31-2024 |
| DISNEY WALT | CO COM | 103 | $49,908,000 | 407,881 | 0.19 | 0.15 | 11,696 | 2.95 | 03-31-2024 |
| SPDR SER TR PRTFLO | S&P500 GW | 104 | $49,643,000 | 678,649 | 0.19 | 0.17 | 60,984 | 9.87 | 03-31-2024 |
