Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Trust-iShares Core S&P Mid-Cap ETF | Sep 30, 2025 | 1.2M | 190.6M | 3% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 1.2M | 189.6M | 3.0% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | Sep 30, 2025 | 881.4K | 143.1M | 2.3% |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | Sep 30, 2025 | 564.1K | 91.6M | 1.4% |
| Conestoga Funds-Conestoga Small Cap Fund | Sep 30, 2025 | 426.0K | 69.2M | 1.1% |
| JPMorgan Trust I-JPMorgan Small Cap Equity Fund | Sep 30, 2025 | 418.9K | 68.0M | 1.1% |
| SPDR SERIES TRUST-SPDR S&P DIVIDEND ETF | Sep 30, 2025 | 395.9K | 64.3M | 1.0% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 394.5K | 64.1M | 1.0% |
| VANGUARD WHITEHALL FUNDS-Vanguard Selected Value Fund | Jul 31, 2025 | 351.8K | 57.1M | 0.9% |
| FMI Funds Inc-Common Stock Fund | Sep 30, 2025 | 350K | 56.8M | 0.9% |
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Holders
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