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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 351 | $412,778 | 11,841 | 0.00 | 0.00 | -443 | -3.61 | 06-30-2024 |
| ISHARES TR | 7-10 YR TRSY BD | Liquidated | $0 | 0 | 0.00 | 0.00 | -83,578 | -95.07 | 06-30-2024 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 353 | $404,076 | 2,050 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| DOMINION ENERGY INC | COM | 354 | $403,525 | 8,235 | 0.00 | 0.00 | 512 | 6.63 | 06-30-2024 |
