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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG SCRD S&P MID | 2851 | $1,706,203 | 45,227 | 0.00 | 0.00 | 24,477 | 117.96 | 12-31-2023 |
| FIRST FINL BANKSHARES INC | COM | 2852 | $1,705,069 | 56,273 | 0.00 | 0.00 | 6,429 | 12.90 | 12-31-2023 |
| MIDCAP FINANCIAL INVSTMNT CO | COM NEW | 2853 | $1,701,680 | 124,392 | 0.00 | 0.00 | 14,516 | 13.21 | 12-31-2023 |
| UFP INDUSTRIES INC | COM | 2854 | $1,701,236 | 13,551 | 0.00 | 0.00 | 2,313 | 20.58 | 12-31-2023 |
