Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIVER WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 208 | 626,223,331 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 2000 ETF | 1 | $39,608,578 | 197,342 | 0.01 | 0.01 | 17,479 | 9.72 | 12-31-2023 |
| APPLE INC | COM | 2 | $33,763,770 | 175,369 | 0.01 | 0.01 | -2,073 | -1.17 | 12-31-2023 |
| MICROSOFT CORP | COM | 3 | $26,679,244 | 70,948 | 0.00 | 0.00 | -1,379 | -1.91 | 12-31-2023 |
| ISHARES TR | RUS MID CAP ETF | 4 | $25,289,407 | 325,349 | 0.00 | 0.00 | 17,073 | 5.54 | 12-31-2023 |
