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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1500 | 551 | $46,021,731 | 1,227,574 | 0.00 | 0.00 | 787,675 | 179.06 | 12-31-2023 |
| GLOBAL X FDS | RUSSELL 2000 | 552 | $45,963,892 | 2,745,752 | 0.00 | 0.00 | -1,154,286 | -29.60 | 12-31-2023 |
| WISDOMTREE TR | EM EX ST-OWNED | 553 | $45,894,727 | 1,589,153 | 0.00 | 0.00 | -637,877 | -28.64 | 12-31-2023 |
| ISHARES TR | FALN ANGLS USD | 554 | $45,805,468 | 1,735,056 | 0.00 | 0.00 | 311,536 | 21.88 | 12-31-2023 |
