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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | MATERIALS ETF | 2851 | $35,000 | 170 | 0.00 | 0.00 | 7 | 4.29 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 2852 | $35,000 | 1,145 | 0.00 | 0.00 | 587 | 105.20 | 03-31-2024 |
| FRANKLIN TEMPLETON ETF TR | FRANKLIN DYN MUN | 2853 | $35,000 | 1,445 | 0.00 | 0.00 | -886 | -38.01 | 03-31-2024 |
| ISHARES TR | ESG ADV TTL USD | 2854 | $35,000 | 825 | 0.00 | 0.00 | -9,836 | -92.26 | 03-31-2024 |
