Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
PENSIONMARK FINANCIAL GROUP LLC 08-14-2023 06-30-2023 262 517,001,480
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR ESG ADV TTL USD 251 $351,753 8,261 0.00 0.00 -228 -2.69 06-30-2023
ISHARES TR RUS 2000 VAL ETF 252 $348,058 2,472 0.00 0.00 -3,110 -55.71 06-30-2023
ISHARES TR SELECT DIVID ETF 253 $340,240 3,003 0.00 0.00 -10 -0.33 06-30-2023
VANECK ETF TRUST FALLEN ANGEL HG 254 $339,873 12,239 0.00 0.00 1,424 13.17 06-30-2023
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