Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SILVER OAK SECURITIES INC | 07-12-2024 | 06-30-2024 | 489 | 667,003,721 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| LOWES COS INC | COM | 351 | $482,232 | 2,187 | 0.00 | 0.00 | 155 | 7.63 | 06-30-2024 |
| PACER FDS TR | PACER US SMALL | 352 | $476,815 | 10,946 | 0.00 | 0.00 | 1,378 | 14.40 | 06-30-2024 |
| SPDR SER TR | S&P 400 MDCP VAL | 353 | $476,632 | 6,535 | 0.00 | 0.00 | -51 | -0.77 | 06-30-2024 |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | 354 | $476,115 | 9,179 | 0.00 | 0.00 | -90 | -0.97 | 06-30-2024 |
