Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
CAPITAL ANALYSTS LLC 01-30-2024 12-31-2023 1352 1,986,248,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR RUS 2000 GRW ETF 301 $689,000 2,731 0.03 0.03 204 8.07 12-31-2023
ISHARES INC MSCI EQUAL WEITE 302 $683,000 8,086 0.03 0.01 5,397 200.71 12-31-2023
DUPONT DE NEMOURS INC COM 303 $682,000 8,860 0.03 0.04 -56 -0.63 12-31-2023
INNOVATOR ETFS TR US EQTY PWR BUF 304 $677,000 19,475 0.03 0.04 -2,461 -11.22 12-31-2023
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