Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 02-07-2024 | 12-31-2023 | 1570 | 10,074,549,546 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 1 | $835,211,276 | 10,705,093 | 0.01 | 0.00 | 5,996,862 | 127.37 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $792,805,399 | 1,659,874 | 0.01 | 0.01 | 246,943 | 17.48 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $569,124,936 | 7,475,699 | 0.01 | 0.01 | 962,705 | 14.78 | 12-31-2023 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 4 | $398,358,761 | 5,172,148 | 0.00 | 0.00 | 293,292 | 6.01 | 12-31-2023 |
