Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HHM WEALTH ADVISORS LLC | 05-14-2024 | 03-31-2024 | 754 | 607,513,347 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1 | $120,272,672 | 1,491,662 | 0.02 | 0.02 | -3,229 | -0.22 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 2 | $93,393,308 | 1,529,784 | 0.02 | 0.01 | -10,507 | -0.68 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 3 | $82,370,935 | 888,384 | 0.01 | 0.01 | -47,831 | -5.11 | 03-31-2024 |
| PACER FDS TR | PACER US SMALL | 4 | $26,859,020 | 546,359 | 0.00 | 0.00 | -33,573 | -5.79 | 03-31-2024 |
