Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LPL FINANCIAL LLC | 02-12-2024 | 12-31-2023 | 4792 | 165,111,641,374 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROSHARES TR | S&P TECH DIVIDEN | 1701 | $6,104,741 | 87,737 | 0.00 | 0.00 | 9,674 | 12.39 | 12-31-2023 |
| WISDOMTREE TR | US ESG FUND | 1702 | $6,095,609 | 123,926 | 0.00 | 0.00 | -1,168 | -0.93 | 12-31-2023 |
| FLEXSHARES TR | MORNSTAR USMKT | 1703 | $6,095,103 | 33,402 | 0.00 | 0.00 | 2,004 | 6.38 | 12-31-2023 |
| RLI CORP | COM | 1704 | $6,088,960 | 45,740 | 0.00 | 0.00 | 1,741 | 3.96 | 12-31-2023 |
