| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCB | 1000.00% |
| 2 | IUSG | 1000.00% |
| 3 | ITOT | 1000.00% |
| 4 | IMCG | 1000.00% |
| 5 | IMCB | 1000.00% |
| 6 | IAK | 1000.00% |
| 7 | ILCG | 1000.00% |
| 8 | JKE | 1000.00% |
| 9 | JKD | 1000.00% |
| 10 | JKG | 1000.00% |
| 11 | IYY | 1000.00% |
| 12 | IUSV | 1000.00% |
| 13 | QINC | 3.99% |
| 14 | KONG | 3.60% |
| 15 | KIE | 2.35% |
| 16 | XMHQ | 1.60% |
| 17 | PFI | 1.42% |
| 18 | JSMD | 1.28% |
| 19 | FTC | 0.85% |
| 20 | TPHD | 0.82% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | PNC Financial Services Group Inc | 4.91M (19.54%) | -1.69K Decreased by -0.03% | Sep 30, 23 |
| 2 | BlackRock Inc | 2.51M (9.98%) | 1.09M Increased by +43.50% | Sep 30, 23 |
| 3 | Vanguard Group Inc | 2.46M (9.79%) | 48.81K Increased by +1.98% | Sep 30, 23 |
| 4 | Franklin Resources Inc | 809.82K (3.22%) | -235.77K Decreased by -29.11% | Sep 30, 23 |
| 5 | State Street Corporation | 697.68K (2.78%) | 279.50K Increased by +40.06% | Sep 30, 23 |
| 6 | Geode Capital Management, LLC | 394.69K (1.57%) | 17.82K Increased by +4.52% | Sep 30, 23 |
| 7 | UBS Asset Mgmt Americas Inc | 312.10K (1.24%) | -53.04K Decreased by -17.00% | Sep 30, 23 |
| 8 | Bank of New York Mellon Corp | 245.70K (0.98%) | 105.50K Increased by +42.94% | Sep 30, 23 |
| 9 | First Trust Advisors L.P. | 239.56K (0.95%) | -94.07K Decreased by -39.27% | Sep 30, 23 |
| 10 | Dimensional Fund Advisors, Inc. | 229.63K (0.91%) | -7.79K Decreased by -3.39% | Sep 30, 23 |
| 11 | Northern Trust Corp | 185.10K (0.74%) | 73.56K Increased by +39.74% | Sep 30, 23 |
| 12 | Apg All Pensions Group | 173.64K (0.69%) | -12.04K Decreased by -6.93% | Sep 30, 23 |
| 13 | Morgan Stanley - Brokerage Accounts | 163.42K (0.65%) | -23.32K Decreased by -14.27% | Sep 30, 23 |
| 14 | Atlantic Union Bankshares Corp | 148.15K (0.59%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 15 | Charles Schwab Investment Management Inc | 133.00K (0.53%) | 638.00 Increased by +0.48% | Sep 30, 23 |
| 16 | Legal & General Group PLC | 120.25K (0.48%) | 12.44K Increased by +10.34% | Sep 30, 23 |
| 17 | Amundi | 110.90K (0.44%) | 2.25K Increased by +2.03% | Sep 30, 23 |
| 18 | JPMorgan Chase & Co | 102.65K (0.41%) | 16.11K Increased by +15.70% | Sep 30, 23 |
| 19 | Goldman Sachs Group Inc | 98.60K (0.39%) | 33.31K Increased by +33.78% | Sep 30, 23 |
| 20 | Columbia Asset Management LLC | 98.45K (0.39%) | -46.00 Decreased by -0.05% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 798.53K (3.18%) | 1.04K Increased by +0.13% | Nov 30, 23 |
| 2 | iShares Core S&P Mid-Cap ETF | 756.99K (3.01%) | -137.00 Decreased by -0.02% | Dec 29, 23 |
| 3 | Franklin Rising Dividends A | 723.98K (2.88%) | 0.00 Increased by 0.00% | Oct 31, 23 |
| 4 | Franklin Rising Dividends Fund A | 723.98K (2.88%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 5 | Vanguard Small Cap Index | 657.89K (2.62%) | 2.82K Increased by +0.43% | Nov 30, 23 |
| 6 | Vanguard Small Cap Growth Index Inv | 368.47K (1.47%) | 2.35K Increased by +0.64% | Nov 30, 23 |
| 7 | Vanguard Institutional Extnd Mkt Idx Tr | 359.49K (1.43%) | 5.75K Increased by +1.60% | Nov 30, 23 |
| 8 | iShares MSCI USA Min Vol Factor ETF | 327.23K (1.30%) | -96.00 Decreased by -0.03% | Dec 29, 23 |
| 9 | First Trust Value Line® Dividend ETF | 200.60K (0.80%) | -23.05K Decreased by -11.49% | Dec 28, 23 |
| 10 | SPDR® S&P MIDCAP 400 ETF Trust | 199.73K (0.79%) | -1.72K Decreased by -0.86% | Nov 30, 23 |
| 11 | Vanguard Dividend Appreciation ETF | 143.79K (0.57%) | 1.00K Increased by +0.70% | Nov 30, 23 |
| 12 | Fidelity® Extended Market Index | 134.71K (0.54%) | 2.02K Increased by +1.50% | Nov 30, 23 |
| 13 | Invesco S&P MidCap Quality ETF | 120.79K (0.48%) | 84.00 Increased by +0.07% | Dec 29, 23 |
| 14 | State St S&P Midcap® Indx SL Cl II | 119.20K (0.47%) | 1.50K Increased by +1.26% | Dec 31, 23 |
| 15 | iShares S&P Mid-Cap 400 Growth ETF | 95.52K (0.38%) | -255.00 Decreased by -0.27% | Dec 29, 23 |
| 16 | iShares MSCI USA Quality Factor ETF | 89.48K (0.36%) | 54.00 Increased by +0.06% | Dec 29, 23 |
| 17 | SPDR® Portfolio S&P 400 Mid Cap ETF | 79.40K (0.32%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 18 | Principal MidCap S&P 400 Index SP | 76.31K (0.30%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 19 | Schwab US Mid-Cap ETF™ | 67.54K (0.27%) | 23.00 Increased by +0.03% | Dec 30, 23 |
| 20 | iShares S&P Mid-Cap 400 Value ETF | 61.25K (0.24%) | 0.00 Increased by 0.00% | Dec 29, 23 |