| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWD | 1000.00% |
| 2 | HDV | 1000.00% |
| 3 | ILCB | 1000.00% |
| 4 | ILCV | 1000.00% |
| 5 | IMCB | 1000.00% |
| 6 | IMCV | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IUSV | 1000.00% |
| 9 | IVE | 1000.00% |
| 10 | IVV | 1000.00% |
| 11 | IWB | 1000.00% |
| 12 | JKI | 1000.00% |
| 13 | JKG | 1000.00% |
| 14 | JKF | 1000.00% |
| 15 | JKD | 1000.00% |
| 16 | IYY | 1000.00% |
| 17 | IYM | 1000.00% |
| 18 | IWV | 1000.00% |
| 19 | IWS | 1000.00% |
| 20 | IWR | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 14.78M (12.55%) | -231.64K Decreased by -1.57% | Sep 30, 23 |
| 2 | BlackRock Inc | 8.45M (7.18%) | -87.38K Decreased by -1.03% | Sep 30, 23 |
| 3 | JPMorgan Chase & Co | 6.32M (5.37%) | -352.06K Decreased by -5.57% | Sep 30, 23 |
| 4 | State Street Corporation | 4.76M (4.05%) | -223.12K Decreased by -4.68% | Sep 30, 23 |
| 5 | Putnam Investments LLC | 4.19M (3.56%) | 519.00 Increased by +0.01% | Sep 30, 23 |
| 6 | Morgan Stanley - Brokerage Accounts | 3.98M (3.38%) | 39.86K Increased by +1.00% | Sep 30, 23 |
| 7 | Amvescap Plc. | 2.80M (2.38%) | 760.97K Increased by +27.22% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 2.55M (2.17%) | 46.23K Increased by +1.81% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 2.41M (2.05%) | 51.79K Increased by +2.15% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 2.14M (1.82%) | -69.97K Decreased by -3.27% | Sep 30, 23 |
| 11 | Bank of America Corp | 1.95M (1.65%) | 169.06K Increased by +8.68% | Sep 30, 23 |
| 12 | LSV Asset Management | 1.92M (1.63%) | -70.40K Decreased by -3.66% | Sep 30, 23 |
| 13 | Earnest Partners LLC | 1.81M (1.54%) | 299.95K Increased by +16.59% | Sep 30, 23 |
| 14 | Millennium Management LLC | 1.45M (1.23%) | -1.18M Decreased by -81.52% | Sep 30, 23 |
| 15 | Northern Trust Corp | 1.33M (1.13%) | 23.01K Increased by +1.73% | Sep 30, 23 |
| 16 | Bank of New York Mellon Corp | 1.10M (0.94%) | -98.71K Decreased by -8.96% | Sep 30, 23 |
| 17 | Charles Schwab Investment Management Inc | 1.08M (0.92%) | 19.45K Increased by +1.80% | Sep 30, 23 |
| 18 | Eagle Asset Management, Inc. | 894.67K (0.76%) | -25.97K Decreased by -2.90% | Sep 30, 23 |
| 19 | ClearBridge Advisors, LLC | 851.33K (0.72%) | 23.50K Increased by +2.76% | Sep 30, 23 |
| 20 | Letko, Brosseau & Associates Inc. | 769.27K (0.65%) | 6.72K Increased by +0.87% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 3.72M (3.16%) | 4.30K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 2.89M (2.46%) | 28.47K Increased by +0.99% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 2.70M (2.29%) | 1.61K Increased by +0.06% | Nov 30, 23 |
| 4 | MFS Mid Cap Value A | 1.78M (1.51%) | -3.48K Decreased by -0.20% | Nov 30, 23 |
| 5 | Putnam Large Cap Value A | 1.72M (1.46%) | 34.55K Increased by +2.01% | Dec 31, 23 |
| 6 | MFS Mid Cap Value Equity | 1.68M (1.43%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 7 | Putnam US Large Cap Value Equity | 1.68M (1.43%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 8 | JPMorgan US Equity L | 1.53M (1.30%) | -277.81K Decreased by -18.17% | Nov 30, 23 |
| 9 | JPM US Equity-MA | 1.47M (1.25%) | 1.47M Increased by +99.84% | Dec 31, 23 |
| 10 | SPDR® S&P 500 ETF Trust | 1.46M (1.24%) | -10.22K Decreased by -0.70% | Dec 31, 23 |
| 11 | Fidelity® 500 Index | 1.38M (1.17%) | 8.79K Increased by +0.64% | Nov 30, 23 |
| 12 | iShares Core S&P 500 ETF | 1.18M (1.00%) | 700.00 Increased by +0.06% | Dec 29, 23 |
| 13 | Invesco S&P 500® Equal Weight ETF | 1.11M (0.95%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 14 | Vanguard Value Index Inv | 1.01M (0.86%) | 566.00 Increased by +0.06% | Nov 30, 23 |
| 15 | Vanguard Mid-Cap Value ETF | 954.26K (0.81%) | -4.06K Decreased by -0.43% | Nov 30, 23 |
| 16 | Vanguard Institutional Index I | 791.68K (0.67%) | 1.01K Increased by +0.13% | Nov 30, 23 |
| 17 | Putnam Sustainable Leaders A | 756.50K (0.64%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 18 | DFA US Large Cap Value I | 699.43K (0.59%) | 273.00 Increased by +0.04% | Sep 30, 23 |
| 19 | Vanguard Dividend Appreciation ETF | 688.32K (0.58%) | 1.78K Increased by +0.26% | Nov 30, 23 |
| 20 | Zacks Dividend Strategy | 679.85K (0.58%) | -84.63K Decreased by -12.45% | Dec 31, 23 |