| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 11,560 | 84,000 | 92.31% | ||
| 2 | UBS Group AG | 480 | 4,000 | 4.40% | ||
| 3 | MORGAN STANLEY | 220 | 2,000 | 2.20% | ||
| 4 | IFP ADVISORS, INC | 80 | 1,000 | 1.10% | ||
| 5 | NEXT Financial Group, Inc | 40 | 0 | 0.00% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
