Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ESSEX FINANCIAL SERVICES INC | 11-15-2023 | 09-30-2023 | 472 | 863,778,128 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SMALL CAP ETF | ETF | 101 | $3,604,694 | 19,065 | 0.00 | 0.00 | -652 | -3.31 | 09-30-2023 |
| ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF | ETF | 102 | $3,387,024 | 35,959 | 0.00 | 0.00 | 2,690 | 8.09 | 09-30-2023 |
| ISHARES S&P SMALLCAP 600 ETF | ETF | 103 | $3,345,874 | 35,470 | 0.00 | 0.00 | -1,726 | -4.64 | 09-30-2023 |
| TJX COS INC NEW COM | Stock | 104 | $3,093,243 | 34,802 | 0.00 | 0.00 | 753 | 2.21 | 09-30-2023 |
