| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IVV | 1000.00% |
| 2 | IWB | 1000.00% |
| 3 | IMCG | 1000.00% |
| 4 | IWD | 1000.00% |
| 5 | IWR | 1000.00% |
| 6 | IWS | 1000.00% |
| 7 | IMCB | 1000.00% |
| 8 | ILCV | 1000.00% |
| 9 | IWV | 1000.00% |
| 10 | IYC | 1000.00% |
| 11 | ILCG | 1000.00% |
| 12 | IYY | 1000.00% |
| 13 | JKD | 1000.00% |
| 14 | JKE | 1000.00% |
| 15 | ILCB | 1000.00% |
| 16 | JKF | 1000.00% |
| 17 | IMCV | 1000.00% |
| 18 | JKG | 1000.00% |
| 19 | ITOT | 1000.00% |
| 20 | IUSV | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 17.56M (12.58%) | -156.93K Decreased by -0.89% | Sep 30, 23 |
| 2 | BlackRock Inc | 10.53M (7.55%) | -92.57K Decreased by -0.88% | Sep 30, 23 |
| 3 | State Street Corporation | 7.55M (5.41%) | 200.65K Increased by +2.66% | Sep 30, 23 |
| 4 | Bank of America Corp | 3.44M (2.47%) | -105.27K Decreased by -3.06% | Sep 30, 23 |
| 5 | Geode Capital Management, LLC | 3.08M (2.21%) | 50.36K Increased by +1.63% | Sep 30, 23 |
| 6 | Wells Fargo & Co | 2.81M (2.01%) | -69.30K Decreased by -2.47% | Sep 30, 23 |
| 7 | Amvescap Plc. | 2.59M (1.86%) | 1.08M Increased by +41.56% | Sep 30, 23 |
| 8 | Charles Schwab Investment Management Inc | 2.52M (1.81%) | 367.67K Increased by +14.58% | Sep 30, 23 |
| 9 | Morgan Stanley - Brokerage Accounts | 2.13M (1.52%) | -37.24K Decreased by -1.75% | Sep 30, 23 |
| 10 | BB&T Corp. | 1.73M (1.24%) | -89.21K Decreased by -5.15% | Sep 30, 23 |
| 11 | Ameriprise Financial Inc | 1.63M (1.17%) | 313.44K Increased by +19.18% | Sep 30, 23 |
| 12 | Stifel Financial Corp | 1.60M (1.15%) | 31.16K Increased by +1.95% | Sep 30, 23 |
| 13 | Northern Trust Corp | 1.49M (1.07%) | 61.76K Increased by +4.14% | Sep 30, 23 |
| 14 | JPMorgan Chase & Co | 1.46M (1.05%) | -161.89K Decreased by -11.06% | Sep 30, 23 |
| 15 | Bank of New York Mellon Corp | 1.34M (0.96%) | -63.07K Decreased by -4.71% | Sep 30, 23 |
| 16 | Royal Bank of Canada | 1.26M (0.90%) | 17.42K Increased by +1.38% | Sep 30, 23 |
| 17 | Cullen Capital Management, LLC | 1.19M (0.86%) | -27.76K Decreased by -2.33% | Sep 30, 23 |
| 18 | ProShare Advisors LLC | 1.17M (0.84%) | 115.55K Increased by +9.91% | Sep 30, 23 |
| 19 | Legal & General Group PLC | 1.12M (0.81%) | -17.95K Decreased by -1.60% | Sep 30, 23 |
| 20 | UBS Asset Mgmt Americas Inc | 966.54K (0.69%) | 38.49K Increased by +3.98% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 4.40M (3.15%) | 5.28K Increased by +0.12% | Nov 30, 23 |
| 2 | Vanguard Institutional 500 Index Trust | 3.42M (2.45%) | 33.94K Increased by +0.99% | Nov 30, 23 |
| 3 | Vanguard Mid Cap Index Institutional | 3.19M (2.29%) | 2.68K Increased by +0.08% | Nov 30, 23 |
| 4 | SPDR® S&P Dividend ETF | 1.80M (1.29%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 5 | SPDR® S&P 500 ETF Trust | 1.73M (1.24%) | -12.12K Decreased by -0.70% | Dec 31, 23 |
| 6 | Fidelity® 500 Index | 1.64M (1.17%) | 10.41K Increased by +0.64% | Nov 30, 23 |
| 7 | iShares Core S&P 500 ETF | 1.40M (1.00%) | 830.00 Increased by +0.06% | Dec 29, 23 |
| 8 | ProShares S&P 500 Dividend Aristocrats | 1.22M (0.88%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 9 | Vanguard Value Index Inv | 1.20M (0.86%) | 1.57K Increased by +0.13% | Nov 30, 23 |
| 10 | Columbia Dividend Value | 1.16M (0.83%) | 299.27K Increased by +25.79% | Sep 30, 23 |
| 11 | Columbia Dividend Income Inst | 1.15M (0.83%) | -5.96K Decreased by -0.52% | Nov 30, 23 |
| 12 | Vanguard Mid-Cap Value ETF | 1.13M (0.81%) | -5.00K Decreased by -0.44% | Nov 30, 23 |
| 13 | Vanguard Institutional Index I | 935.96K (0.67%) | -3.15K Decreased by -0.34% | Nov 30, 23 |
| 14 | Washington Crossing Rising Dividend | 858.26K (0.62%) | 212.40K Increased by +24.75% | Dec 31, 23 |
| 15 | Vanguard Dividend Appreciation ETF | 807.95K (0.58%) | 3.83K Increased by +0.47% | Nov 30, 23 |
| 16 | Consumer Discret Sel Sect SPDR® ETF | 802.20K (0.58%) | 70.90K Increased by +8.84% | Dec 31, 23 |
| 17 | iShares Select Dividend ETF | 765.90K (0.55%) | -474.00 Decreased by -0.06% | Dec 29, 23 |
| 18 | Invesco S&P 500® Equal Weight ETF | 711.40K (0.51%) | 0.00 Increased by 0.00% | Dec 29, 23 |
| 19 | State St S&P 500® Indx SL Cl III | 669.96K (0.48%) | -1.30K Decreased by -0.19% | Dec 31, 23 |
| 20 | JPM US Mid Cap Value-Composite | 651.85K (0.47%) | 0.00 Increased by 0.00% | Sep 30, 23 |