Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11-12-2021 | 09-30-2021 | 913 | 1,493,872,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $54,497,000 | 385,136 | 3.65 | 3.59 | -57,019 | -12.90 | 09-30-2021 |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $49,368,000 | 125,304 | 3.30 | 3.28 | -138 | -0.11 | 09-30-2021 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $39,383,000 | 99,855 | 2.64 | 2.62 | 774 | 0.78 | 09-30-2021 |
| VANGUARD INDEX FDS | VALUE ETF | 4 | $37,712,000 | 278,583 | 2.52 | 2.45 | 13,766 | 5.20 | 09-30-2021 |
