Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STEPHENS INC /AR/ | 11-14-2023 | 09-30-2023 | 1214 | 5,216,549,377 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FD | MEGA GRWTH IND | 301 | $8,569,891 | 37,769 | 0.00 | 0.00 | -1,293 | -3.31 | 09-30-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 302 | $8,564,821 | 121,040 | 0.00 | 0.00 | 54,140 | 80.93 | 09-30-2023 |
| ISHARES TR | MSCI EMG MKT ETF | 303 | $8,541,902 | 225,083 | 0.00 | 0.00 | -31,335 | -12.22 | 09-30-2023 |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | 304 | $8,453,550 | 136,590 | 0.00 | 0.00 | -207 | -0.15 | 09-30-2023 |
