| Rank | ETF | Weight % in ETF |
|---|---|---|
| 1 | IWC | 0.00% |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Group Inc | 131.11K (3.40%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 2 | BlackRock Inc | 51.49K (1.34%) | -94.00 Decreased by -0.18% | Dec 31, 23 |
| 3 | Geode Capital Management, LLC | 29.97K (0.78%) | -3.69K Decreased by -12.33% | Dec 31, 23 |
| 4 | JPMorgan Chase & Co | 1.78K (0.05%) | 1.77K Increased by +99.78% | Dec 31, 23 |
| 5 | Tower Research Capital LLC | 1.60K (0.04%) | 436.00 Increased by +27.25% | Dec 31, 23 |
| 6 | Huntington National Bank | 644.00 (0.02%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 7 | Wells Fargo & Co | 578.00 (0.01%) | 6.00 Increased by +1.04% | Dec 31, 23 |
| 8 | Hartland & Co | 505.00 (0.01%) | 505.00 Increased by +100.00% | Dec 31, 23 |
| 9 | UBS Group AG | 382.00 (0.01%) | 366.00 Increased by +95.81% | Dec 31, 23 |
| 10 | Global Retirement Partners, LLC. | 357.00 (0.01%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 11 | Royal Bank of Canada | 242.00 (0.01%) | 16.00 Increased by +6.61% | Dec 31, 23 |
| 12 | Morgan Stanley - Brokerage Accounts | 194.00 (0.01%) | -2.00 Decreased by -1.03% | Dec 31, 23 |
| 13 | Tyler-Stone Wealth Management | 158.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | Newbridge Financial Services Group, Inc. | 136.00 (0.00%) | 136.00 Increased by +100.00% | Mar 31, 24 |
| 15 | Wolverine Asset Management LLC | 128.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 16 | HARBOUR INVESTMENTS, INC. | 54.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Asset Dedication, LLC | 50.00 (0.00%) | -6.00 Decreased by -12.00% | Dec 31, 23 |
| 18 | Capital Advisors, Ltd. LLC | 34.00 (0.00%) | 0.00 Increased by 0.00% | Jun 30, 23 |
| 19 | Citigroup Inc | 14.00 (0.00%) | 14.00 Increased by +100.00% | Dec 31, 23 |
| 20 | Advisor Group Holdings, Inc. | 4.00 (0.00%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| Rank | Holder | SharesFloat % | Change | Date reported |
|---|---|---|---|---|
| 1 | Vanguard Total Stock Mkt Idx Inv | 92.02K (2.39%) | 963.00 Increased by +1.05% | Feb 29, 24 |
| 2 | Vanguard Institutional Extnd Mkt Idx Tr | 43.74K (1.13%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 3 | Fidelity® Extended Market Index | 16.23K (0.42%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 4 | Fidelity Extended Market Index | 16.19K (0.42%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 5 | BlackRock Extended Mkt Composite | 8.31K (0.22%) | 0.00 Increased by 0.00% | Sep 30, 23 |
| 6 | iShares Micro-Cap ETF | 7.28K (0.19%) | 0.00 Increased by 0.00% | Feb 29, 24 |
| 7 | BlackRock Extended Equity Market K | 7.25K (0.19%) | -15.00 Decreased by -0.21% | Dec 31, 23 |
| 8 | CIBC US Broad Market Index | 5.13K (0.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 9 | Fidelity Series Total Market Index | 4.97K (0.13%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 10 | Fidelity® Series Total Market Index | 4.97K (0.13%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 11 | Fidelity Total Market Index | 4.05K (0.11%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 12 | Fidelity® Total Market Index | 4.05K (0.11%) | 0.00 Increased by 0.00% | Nov 30, 23 |
| 13 | T. Rowe Price U.S. Equities Tr | 3.62K (0.09%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 14 | Schwab Total Stock Market Index | 3.10K (0.08%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 15 | NT Ext Equity Mkt Idx Fd - L | 3.06K (0.08%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 16 | Northern Trust Extended Eq Market Idx | 3.06K (0.08%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 17 | Fidelity Nasdaq Composite Index | 2.60K (0.07%) | 0.00 Increased by 0.00% | Jan 31, 24 |
| 18 | NT Ext Equity Mkt Idx Fd - NL | 2.43K (0.06%) | 0.00 Increased by 0.00% | Dec 31, 23 |
| 19 | NT Ext Equity Mkt Idx Fd - DC - NL - T2 | 1.95K (0.05%) | 4.00 Increased by +0.21% | Dec 31, 23 |
| 20 | BlackRock U.S. Equity Market F | 1.65K (0.04%) | 3.00 Increased by +0.18% | Dec 31, 23 |