Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CWS FINANCIAL ADVISORS LLC | 07-31-2024 | 06-30-2024 | 106 | 254,232,375 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRACO INC | COM | 101 | $379,751 | 4,790 | 0.00 | 0.00 | 52 | 1.10 | 06-30-2024 |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | 102 | $378,355 | 5,251 | 0.00 | 0.00 | 378 | 7.76 | 06-30-2024 |
| LINDE PLC | SHS | 103 | $370,356 | 844 | 0.00 | 0.00 | -5 | -0.59 | 06-30-2024 |
| CIVISTA BANCSHARES INC | COM NO PAR | 104 | $369,855 | 23,877 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
