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 |
|---|---|---|---|---|---|---|---|---|---|
| REALTY INCOME CORP | COM | 401 | $298,681 | 5,655 | 0.00 | 0.00 | 41 | 0.73 | 06-30-2024 |
| AMER STATES WTR CO | COM | 402 | $295,790 | 4,076 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| ISHARES TR | S&P MC 400GR ETF | 403 | $293,671 | 3,333 | 0.00 | 0.00 | 200 | 6.38 | 06-30-2024 |
| NETAPP INC | COM | 404 | $290,444 | 2,255 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
