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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | ESG AWRE 1 5 YR | 301 | $540,146 | 22,056 | 0.00 | 0.00 | -1,128 | -4.87 | 06-30-2024 |
| GENERAL MLS INC | COM | 302 | $539,563 | 8,529 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 303 | $538,766 | 6,432 | 0.00 | 0.00 | -150 | -2.28 | 06-30-2024 |
| PNC FINL SVCS GROUP INC | COM | 304 | $535,163 | 3,442 | 0.00 | 0.00 | 116 | 3.49 | 06-30-2024 |
