Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PINNACLE WEALTH ADVISORS | 07-21-2021 | 06-30-2021 | 967 | 2,470,796,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 1 | $138,051,000 | 350,809 | 5.59 | 350,809 | +Inf | 06-30-2021 | |
| SPDR S&P 500 ETF TR | TR UNIT | 2 | $93,174,000 | 217,666 | 3.77 | 217,666 | +Inf | 06-30-2021 | |
| APPLE INC | COM | 3 | $73,987,000 | 540,208 | 2.99 | 540,208 | +Inf | 06-30-2021 | |
| MICROSOFT CORP | COM | 4 | $70,630,000 | 260,725 | 2.86 | 260,725 | +Inf | 06-30-2021 |
