| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | ILCB | 1000.00% |
| 2 | IWF | 1000.00% |
| 3 | IWB | 1000.00% |
| 4 | IVW | 1000.00% |
| 5 | IVV | 1000.00% |
| 6 | IUSG | 1000.00% |
| 7 | ITOT | 1000.00% |
| 8 | IMCG | 1000.00% |
| 9 | IMCB | 1000.00% |
| 10 | IGM | 1000.00% |
| 11 | ILCG | 1000.00% |
| 12 | JKG | 1000.00% |
| 13 | JKE | 1000.00% |
| 14 | JKD | 1000.00% |
| 15 | IYY | 1000.00% |
| 16 | IYW | 1000.00% |
| 17 | IXN | 1000.00% |
| 18 | IWV | 1000.00% |
| 19 | IWR | 1000.00% |
| 20 | IWP | 1000.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 5.37M (11.70%) | 123.95K Increased by +2.31% | Sep 30, 23 |
| 2 | BlackRock Inc | 5.28M (11.49%) | -151.65K Decreased by -2.87% | Sep 30, 23 |
| 3 | FMR Inc | 3.58M (7.80%) | 929.01K Increased by +25.92% | Sep 30, 23 |
| 4 | State Street Corporation | 1.88M (4.09%) | 27.42K Increased by +1.46% | Sep 30, 23 |
| 5 | T. Rowe Price Associates, Inc. | 1.81M (3.95%) | -605.62K Decreased by -33.37% | Sep 30, 23 |
| 6 | Franklin Resources Inc | 1.79M (3.89%) | -16.34K Decreased by -0.91% | Sep 30, 23 |
| 7 | JPMorgan Chase & Co | 1.21M (2.64%) | -50.65K Decreased by -4.17% | Sep 30, 23 |
| 8 | Geode Capital Management, LLC | 1.06M (2.32%) | 65.25K Increased by +6.14% | Sep 30, 23 |
| 9 | Massachusetts Financial Services Company | 1.05M (2.29%) | -38.13K Decreased by -3.62% | Sep 30, 23 |
| 10 | Brown Advisory Holdings Inc | 985.24K (2.15%) | -24.72K Decreased by -2.51% | Sep 30, 23 |
| 11 | Amvescap Plc. | 977.04K (2.13%) | -484.64K Decreased by -49.60% | Sep 30, 23 |
| 12 | Wellington Management Company LLP | 853.24K (1.86%) | 7.20K Increased by +0.84% | Sep 30, 23 |
| 13 | Artisan Partners Limited Partnership | 784.09K (1.71%) | -76.58K Decreased by -9.77% | Sep 30, 23 |
| 14 | Capital Research Global Investors | 608.86K (1.33%) | 30.90K Increased by +5.07% | Sep 30, 23 |
| 15 | Bank of America Corp | 581.29K (1.27%) | -32.51K Decreased by -5.59% | Sep 30, 23 |
| 16 | Macquarie Group Ltd | 471.50K (1.03%) | -107.06K Decreased by -22.71% | Sep 30, 23 |
| 17 | Northern Trust Corp | 459.78K (1.00%) | 28.26K Increased by +6.15% | Sep 30, 23 |
| 18 | Nuveen Asset Management, LLC | 414.52K (0.90%) | -18.06K Decreased by -4.36% | Sep 30, 23 |
| 19 | Winslow Capital Management, LLC | 407.72K (0.89%) | -10.12K Decreased by -2.48% | Sep 30, 23 |
| 20 | ClearBridge Advisors, LLC | 406.34K (0.88%) | -1.51K Decreased by -0.37% | Sep 30, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | 2ndVote Advisers Shareholders First | 3.61M (7.85%) | 0.00 Increased by 0.00% | Mar 31, 23 |
| 2 | Vanguard Total Stock Mkt Idx Inv | 1.42M (3.10%) | 1.78K Increased by +0.12% | Nov 30, 23 |
| 3 | Vanguard Institutional 500 Index Trust | 1.16M (2.54%) | 10.94K Increased by +0.94% | Nov 30, 23 |
| 4 | Vanguard Mid Cap Index Institutional | 1.03M (2.25%) | 1.22K Increased by +0.12% | Nov 30, 23 |
| 5 | MFS Mid Cap Growth A | 771.31K (1.68%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 6 | MFS Mid Cap Growth Equity | 771.31K (1.68%) | -29.44K Decreased by -3.82% | Sep 30, 23 |
| 7 | SPDR® S&P 500 ETF Trust | 589.18K (1.28%) | -4.09K Decreased by -0.69% | Dec 31, 23 |
| 8 | T. Rowe Price Blue Chip Growth | 581.66K (1.27%) | -32.06K Decreased by -5.51% | Sep 30, 23 |
| 9 | T. Rowe Price US Lrg-Cap Core Gr Eq Comp | 581.66K (1.27%) | -32.06K Decreased by -5.51% | Sep 30, 23 |
| 10 | BlackRock Mid-Cap Growth Equity Instl | 569.16K (1.24%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity® 500 Index | 556.75K (1.21%) | 3.54K Increased by +0.64% | Nov 30, 23 |
| 12 | US Small-Cap Growth II Equity Comp | 531.27K (1.16%) | 531.27K Increased by +100.00% | Jun 30, 23 |
| 13 | Franklin DynaTech A | 525.00K (1.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 14 | Franklin DynaTech Fund A | 525.00K (1.14%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 15 | Franklin Innovation Composite | 525.00K (1.14%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 16 | iShares Semiconductor ETF | 509.55K (1.11%) | -2.87K Decreased by -0.56% | Dec 29, 23 |
| 17 | Select Semiconductors | 502.56K (1.09%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 18 | iShares Core S&P 500 ETF | 476.96K (1.04%) | 280.00 Increased by +0.06% | Dec 29, 23 |
| 19 | Franklin Growth A | 426.55K (0.93%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 20 | Franklin Growth Fund A | 426.55K (0.93%) | 0.00 Increased by 0.00% | Nov 30, 23 |