| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IUSV | 1000.00% |
| 2 | JKK | 1000.00% |
| 3 | JKJ | 1000.00% |
| 4 | IYY | 1000.00% |
| 5 | IWV | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | IWR | 1000.00% |
| 8 | IWD | 1000.00% |
| 9 | IWB | 1000.00% |
| 10 | ISCB | 1000.00% |
| 11 | ISCG | 1000.00% |
| 12 | ITOT | 1000.00% |
| 13 | IUSG | 1000.00% |
| 14 | EVX | 3.81% |
| 15 | VALQ | 1.61% |
| 16 | XMLV | 1.32% |
| 17 | XMHQ | 1.20% |
| 18 | PEXL | 1.00% |
| 19 | SDVY | 1.00% |
| 20 | FXR | 0.70% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 12.96M (10.86%) | 43.49K Increased by +0.34% | Sep 30, 23 |
| 2 | BlackRock Inc | 10.93M (9.16%) | -47.17K Decreased by -0.43% | Sep 30, 23 |
| 3 | State Farm Mutual Automobile Ins Co | 10.09M (8.46%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 4 | State Street Corporation | 5.66M (4.74%) | 296.18K Increased by +5.24% | Sep 30, 23 |
| 5 | FMR Inc | 4.44M (3.72%) | 113.59K Increased by +2.56% | Sep 30, 23 |
| 6 | Wells Fargo & Co | 3.05M (2.56%) | 2.66M Increased by +87.37% | Sep 30, 23 |
| 7 | Franklin Resources Inc | 2.85M (2.39%) | -35.60K Decreased by -1.25% | Sep 30, 23 |
| 8 | BTIM Corp | 2.77M (2.33%) | 62.99K Increased by +2.27% | Sep 30, 23 |
| 9 | Allspring Global Investments Holdings, LLC | 2.72M (2.28%) | -495.94K Decreased by -18.26% | Sep 30, 23 |
| 10 | Geode Capital Management, LLC | 2.03M (1.70%) | 55.80K Increased by +2.75% | Sep 30, 23 |
| 11 | Mairs & Power Inc | 1.94M (1.63%) | -295.60K Decreased by -15.20% | Sep 30, 23 |
| 12 | Kayne Anderson Rudnick Investment Management LLC | 1.94M (1.63%) | -24.71K Decreased by -1.27% | Sep 30, 23 |
| 13 | Fiduciary Management, Inc. of Milwaukee | 1.76M (1.47%) | 28.80K Increased by +1.64% | Sep 30, 23 |
| 14 | Bank of New York Mellon Corp | 1.46M (1.22%) | 5.16K Increased by +0.35% | Sep 30, 23 |
| 15 | HHG PLC | 1.41M (1.18%) | -87.05K Decreased by -6.17% | Sep 30, 23 |
| 16 | American Century Companies Inc | 1.34M (1.13%) | 55.75K Increased by +4.15% | Sep 30, 23 |
| 17 | First Trust Advisors L.P. | 1.33M (1.11%) | -133.16K Decreased by -10.03% | Sep 30, 23 |
| 18 | Morgan Stanley - Brokerage Accounts | 1.29M (1.08%) | 2.34K Increased by +0.18% | Sep 30, 23 |
| 19 | Impax Asset Management Group PLC | 1.26M (1.06%) | -25.34K Decreased by -2.01% | Sep 30, 23 |
| 20 | Dimensional Fund Advisors, Inc. | 1.22M (1.02%) | -8.02K Decreased by -0.66% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.81M (3.20%) | 4.64K Increased by +0.12% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 3.73M (3.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 3 | Vanguard Small Cap Index | 3.14M (2.63%) | 12.23K Increased by +0.39% | Nov 30, 23 |
| 4 | Franklin Rising Dividends A | 2.46M (2.07%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Small Cap Value Index Inv | 2.18M (1.83%) | 7.11K Increased by +0.33% | Nov 30, 23 |
| 6 | Allspring Special Mid Cap Value Inst | 2.18M (1.83%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 7 | Allspring Special US Mid Cap Value Eq | 2.18M (1.83%) | -372.70K Decreased by -17.11% | Sep 30, 23 |
| 8 | SPDR® S&P Dividend ETF | 1.77M (1.49%) | -1.06K Decreased by -0.06% | Nov 30, 23 |
| 9 | Vanguard Institutional Extnd Mkt Idx Tr | 1.74M (1.45%) | 20.79K Increased by +1.20% | Nov 30, 23 |
| 10 | Janus Henderson Triton D | 1.24M (1.04%) | -78.36K Decreased by -6.30% | Sep 30, 23 |
| 11 | Janus Henderson US SMID Cap Growth | 1.24M (1.04%) | -78.36K Decreased by -6.30% | Sep 30, 23 |
| 12 | Fidelity® Mid-Cap Stock | 1.15M (0.96%) | -8.82K Decreased by -0.77% | Oct 31, 23 |
| 13 | First Trust Value Line® Dividend ETF | 1.08M (0.91%) | -597.00 Decreased by -0.06% | Nov 30, 23 |
| 14 | SPDR® S&P MIDCAP 400 ETF Trust | 970.87K (0.81%) | -8.36K Decreased by -0.86% | Nov 30, 23 |
| 15 | Mairs & Power Growth | 955.75K (0.80%) | -214.31K Decreased by -22.42% | Sep 30, 23 |
| 16 | Mairs & Power Multi Cap | 955.75K (0.80%) | -214.31K Decreased by -22.42% | Sep 30, 23 |
| 17 | American Century US Premier Lg Cp Gr | 951.75K (0.80%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 18 | American Century Ultra® Inv | 951.75K (0.80%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 19 | Impax Specialists Strategy Composite | 852.97K (0.72%) | -196.89K Decreased by -23.08% | Oct 31, 23 |
| 20 | Fuller & Thaler Behavioral Sm-Cp Eq R6 | 821.01K (0.69%) | 248.09K Increased by +30.22% | Sep 30, 23 |