Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARS WEALTH ADVISORS LLC | 07-15-2021 | 06-30-2021 | 139 | 556,206,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE-TRADED F | US AGGREGATE ETF | 1 | $46,968,000 | 862,426 | 8.44 | 862,426 | +Inf | 06-30-2021 | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | 2 | $20,338,000 | 137,733 | 3.66 | 4.03 | -1,570 | -1.13 | 06-30-2021 |
| PROCTER AND GAMBLE CO | COM | 3 | $17,464,000 | 129,432 | 3.14 | 3.69 | 4,291 | 3.43 | 06-30-2021 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 4 | $11,618,000 | 66,903 | 2.09 | 2.08 | 9,307 | 16.16 | 06-30-2021 |
