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 | EAFE VALUE ETF | 51 | $615,659,359 | 11,816,879 | 0.00 | 0.00 | -1,084,997 | -8.41 | 12-31-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 52 | $608,384,055 | 7,256,490 | 0.00 | 0.00 | -361,787 | -4.75 | 12-31-2023 |
| ISHARES TR | CORE DIV GRWTH | 53 | $600,426,923 | 11,156,205 | 0.00 | 0.00 | 529,366 | 4.98 | 12-31-2023 |
| ISHARES TR | S&P 500 GRWT ETF | 54 | $593,895,722 | 7,908,066 | 0.00 | 0.00 | 210,121 | 2.73 | 12-31-2023 |
