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 |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F BETABUILDERS | US | Liquidated | $0 | 0 | 0.01 | 0.01 | 92 | 0.24 | 03-31-2024 |
| NUVEEN PFD & | INCOME SECS FD COM | Liquidated | $0 | 0 | 0.01 | 0.01 | 15,595 | 4.34 | 12-31-2023 |
| SPDR SER | TR S&P 400 MDCP VAL | 1553 | $2,312,000 | 30,421 | 0.01 | 0.01 | -1,141 | -3.62 | 03-31-2024 |
| EA SERIES TRUST STRIVE | 500 ETF | 1554 | $2,312,000 | 68,687 | 0.01 | 0.01 | 12,826 | 22.96 | 03-31-2024 |
