Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORVIS MAZARS WEALTH ADVISORS LLC | 08-09-2024 | 06-30-2024 | 399 | 4,006,578,917 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 201 | $1,232,825 | 2,304 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | S&P 100 ETF | 202 | $1,225,295 | 4,636 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 203 | $1,215,764 | 24,601 | 0.00 | 0.00 | -1,016 | -3.97 | 06-30-2024 |
| SNAP ON INC | COM | 204 | $1,195,860 | 4,575 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
