Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAVANT CAPITAL LLC | 02-05-2024 | 12-31-2023 | 843 | 7,757,511,620 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWRE USD ETF | 151 | $7,128,369 | 306,333 | 0.00 | 0.00 | -351,857 | -53.46 | 12-31-2023 |
| ISHARES TR | RUS 2000 GRW ETF | 152 | $7,079,284 | 28,068 | 0.00 | 0.00 | -2,696 | -8.76 | 12-31-2023 |
| BANK AMERICA CORP | COM | 153 | $6,977,510 | 207,232 | 0.00 | 0.00 | -5,570 | -2.62 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWB FDT EMK LG | 154 | $6,877,884 | 253,423 | 0.00 | 0.00 | -22,864 | -8.28 | 12-31-2023 |
