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 |
|---|---|---|---|---|---|---|---|---|---|
| JOHN HANCOCK EXCHANGE TRADED | MULTIFACTOR MI | 201 | $28,202,000 | 491,500 | 0.11 | 0.11 | 89 | 0.02 | 03-31-2024 |
| FIRST TR MORNINGSTAR | DIVID L SHS | 202 | $28,057,000 | 729,142 | 0.11 | 0.11 | 42,196 | 6.14 | 03-31-2024 |
| ARK | ETF TR INNOVATION ETF | 203 | $27,954,000 | 558,178 | 0.11 | 0.14 | -48,885 | -8.05 | 03-31-2024 |
| SCHWAB STRATEGIC TR SCHWB FDT | INT LG | 204 | $27,707,000 | 778,071 | 0.11 | 0.11 | 16,910 | 2.22 | 03-31-2024 |
