Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFG ADVISORY LLC | 01-17-2024 | 12-31-2023 | 576 | 1,366,226,371 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR S&P | MF Closed and MF Open | 1 | $43,882,263 | 92,431 | 0.00 | 0.00 | -42,646 | -31.57 | 12-31-2023 |
| VANGUARD TOTAL | MF Closed and MF Open | 2 | $36,143,833 | 152,364 | 0.00 | 0.00 | -705 | -0.46 | 12-31-2023 |
| INVESCO RUSSELL | MF Closed and MF Open | 3 | $34,711,462 | 675,189 | 0.00 | 0.00 | 285,711 | 73.36 | 12-31-2023 |
| VANGUARD S&P | MF Closed and MF Open | 4 | $32,322,455 | 73,998 | 0.00 | 0.00 | 1,489 | 2.05 | 12-31-2023 |
