| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 19,832 | 39,000 | 82.98% | ||
| 2 | Creative Planning | 2,734 | 5,000 | 10.64% | ||
| 3 | DEUTSCHE BANK AG\ | 1,510 | 2,000 | 4.26% | ||
| 4 | BlackRock Fund Advisors | 633 | 1,000 | 2.13% | ||
| 5 | MORGAN STANLEY | 21 | 0 | 0.00% | ||
| 6 | Tower Research Capital LLC (TRC) | 132 | 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.
