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 SER TR | S&P DIVID ETF | 51 | $11,058,431 | 86,951 | 0.00 | 0.00 | -2,716 | -3.03 | 06-30-2024 |
| AMAZON COM INC | COM | 52 | $10,685,373 | 55,293 | 0.00 | 0.00 | -5,608 | -9.21 | 06-30-2024 |
| INNOVATOR ETFS TRUST | US EQT PWR BUF | 53 | $10,492,172 | 302,717 | 0.00 | 0.00 | 10,424 | 3.57 | 06-30-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 54 | $10,212,893 | 86,112 | 0.00 | 0.00 | -4,872 | -5.35 | 06-30-2024 |
