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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST FINL CORP IND | COM | 251 | $720,341 | 19,532 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 252 | $706,913 | 14,898 | 0.00 | 0.00 | -360 | -2.36 | 06-30-2024 |
| APPLIED MATLS INC | COM | 253 | $703,959 | 2,983 | 0.00 | 0.00 | 59 | 2.02 | 06-30-2024 |
| ILLINOIS TOOL WKS INC | COM | 254 | $702,587 | 2,965 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
