Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| COMMONWEALTH EQUITY SERVICES LLC | 02-06-2024 | 12-31-2023 | 3900 | 54,586,971,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | SELECT DIVID ETF | 151 | $73,107,000 | 623,672 | 0.13 | 0.14 | -18,142 | -2.83 | 12-31-2023 |
| SPDR SER TR | NUVEEN BLMBRG SH | 152 | $72,567,000 | 1,518,449 | 0.13 | 0.16 | -196,879 | -11.48 | 12-31-2023 |
| ACCENTURE PLC IRELAND | SHS CLASS A | 153 | $72,425,000 | 206,392 | 0.13 | 0.13 | 9,016 | 4.57 | 12-31-2023 |
| ISHARES TR | SP SMCP600VL ETF | 154 | $72,322,000 | 701,679 | 0.13 | 0.09 | 204,811 | 41.22 | 12-31-2023 |
