Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
B RILEY WEALTH MANAGEMENT INC 05-14-2020 03-31-2020 869 951,684,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS ETF 1 $27,801,000 177,424 2.92 177,424 +Inf 03-31-2020
B. Riley Wealth Management, Inc. VANGUARD GROWTH ETF Liquidated $0 0 4.41 4.11 -11,631 -7.10 03-31-2020
VANGUARD SCOTTSDALE FDS ETF 3 $25,300,000 319,854 2.66 319,854 +Inf 03-31-2020
APPLE INC Stock 4 $20,686,000 81,349 2.17 81,349 +Inf 03-31-2020
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