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
FIRST TRUST SENIOR LOAN FUND ETF 451 $550,608 12,022 0.00 0.00 11,952 17074.29 06-30-2024
DIMENSIONAL EMERGING CORE EQUITY MARKET ETF ETF 452 $549,897 21,223 0.00 0.00 21,220 707333.33 06-30-2024
CRA INTL INC COM Stock 453 $549,180 3,280 0.00 3,280 +Inf 06-30-2024
VANGUARD SMALL-CAP GROWTH ETF ETF 454 $548,427 2,209 0.00 0.00 1,838 495.42 06-30-2024
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