Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GREAT VALLEY ADVISOR GROUP INC | 08-10-2023 | 06-30-2023 | 703 | 2,386,095,669 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $81,532,981 | 420,337 | 0.00 | 3.51 | -47,217 | -10.10 | 06-30-2023 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 2 | $78,517,815 | 993,519 | 0.00 | 2.47 | 431,237 | 76.69 | 06-30-2023 |
| AMERICAN CENTY ETF TR | US QUALITY GROW | 3 | $54,392,875 | 787,050 | 0.00 | 787,050 | +Inf | 06-30-2023 | |
| MICROSOFT CORP | COM | 4 | $49,838,696 | 146,353 | 0.00 | 2.01 | 4,279 | 3.01 | 06-30-2023 |
