Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRAGG FINANCIAL ADVISORS INC | 08-14-2024 | 06-30-2024 | 315 | 2,240,639,667 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 151 | $3,108,820 | 68,476 | 0.00 | 0.00 | 8,624 | 14.41 | 06-30-2024 |
| THE AARONS COMPANY INC | COM | 152 | $3,097,343 | 310,355 | 0.00 | 0.00 | 4,978 | 1.63 | 06-30-2024 |
| PAYPAL HLDGS INC | COM | 153 | $3,082,089 | 53,112 | 0.00 | 0.00 | 1,161 | 2.23 | 06-30-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 154 | $2,971,232 | 13,627 | 0.00 | 0.00 | 19 | 0.14 | 06-30-2024 |
