Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
NEXT FINANCIAL GROUP INC 07-12-2021 06-30-2021 3665 1,248,730,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $38,567,000 281,593 3.09 3.12 -5,743 -2.00 06-30-2021
VANGUARD BD INDEX FDS TOTAL BND MRKT 2 $36,476,000 424,679 2.92 3.05 18,838 4.64 06-30-2021
VANGUARD SCOTTSDALE FDS VNG RUS1000IDX 3 $26,162,000 130,626 2.10 2.24 -5,545 -4.07 06-30-2021
INVESCO QQQ TR UNIT SER 1 4 $20,937,000 59,066 1.68 1.74 -2,225 -3.63 06-30-2021
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