Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PFG ADVISORS | 01-19-2024 | 12-31-2023 | 610 | 1,238,427,602 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P SCP ETF | 201 | $1,699,336 | 15,698 | 0.00 | 0.00 | 1,369 | 9.55 | 12-31-2023 |
| ROCKWELL AUTOMATION INC | COM | 202 | $1,692,116 | 5,450 | 0.00 | 0.00 | -1,167 | -17.64 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | BETABUILDERS USD | 203 | $1,684,998 | 36,698 | 0.00 | 0.00 | 3,349 | 10.04 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | SMLCP 600 GRTH | 204 | $1,671,894 | 15,538 | 0.00 | 0.00 | 460 | 3.05 | 12-31-2023 |
