Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PFW ADVISORS LLC | 04-11-2024 | 03-31-2024 | 123 | 327,125,753 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VULCAN MATLS CO | COM | 1 | $32,889,862 | 120,511 | 0.01 | 0.01 | 0 | 0.00 | 03-31-2024 |
| COCA COLA CO | COM | 2 | $29,773,186 | 486,649 | 0.01 | 0.01 | -80 | -0.02 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 3 | $25,564,231 | 75,847 | 0.01 | 0.01 | -5,436 | -6.69 | 03-31-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 4 | $22,409,169 | 125,114 | 0.01 | 0.01 | -2,508 | -1.97 | 03-31-2024 |
