Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CWM LLC | 04-04-2024 | 03-31-2024 | 4792 | 20,566,169,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SKECHERS U S A INC | CL A | 1151 | $576,000 | 9,398 | 0.00 | 0.00 | 4,881 | 108.06 | 03-31-2024 |
| ISHARES TR | S&P MC 400VL ETF | 1152 | $574,000 | 4,853 | 0.00 | 0.00 | -2,399 | -33.08 | 03-31-2024 |
| VANGUARD SCOTTSDALE FDS | VNG RUS2000IDX | 1153 | $570,000 | 6,698 | 0.00 | 0.00 | 1,966 | 41.55 | 03-31-2024 |
| VANGUARD WORLD FDS | UTILITIES ETF | 1154 | $567,000 | 3,980 | 0.00 | 0.00 | -1,809 | -31.25 | 03-31-2024 |
