Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
FARTHER FINANCE ADVISORS LLC 07-31-2024 06-30-2024 3835 2,063,615,191
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
GRAINGER W W INC COM Stock 251 $1,234,066 1,377 0.00 0.00 1,066 342.77 06-30-2024
PIMCO SHORT TERM MUNICIPAL BOND ACTIVE ETF ETF 252 $1,231,865 24,791 0.00 24,791 +Inf 06-30-2024
ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF ETF 253 $1,231,047 18,213 0.00 0.00 17,801 4320.63 06-30-2024
ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF ETF 254 $1,230,567 38,252 0.00 0.00 11,615 43.60 06-30-2024
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