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 |
|---|---|---|---|---|---|---|---|---|---|
| WASTE MGMT INC DEL | COM | 251 | $23,182,000 | 108,757 | 0.09 | 0.08 | 1,304 | 1.21 | 03-31-2024 |
| AMERICAN CENTY | ETF TR US SML CP VALU | 252 | $23,155,000 | 247,093 | 0.09 | 0.08 | 35,331 | 16.68 | 03-31-2024 |
| ISHARES | TR SHORT TREAS BD | 253 | $23,094,000 | 208,922 | 0.09 | 0.11 | -24,708 | -10.58 | 03-31-2024 |
| ISHARES TR RUS | 1000 VAL ETF | 254 | $23,054,000 | 128,715 | 0.09 | 0.09 | -557 | -0.43 | 03-31-2024 |
