Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SMITH SALLEY WEALTH MANAGEMENT | 07-29-2024 | 06-30-2024 | 226 | 1,393,330,563 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 101 | $2,254,230 | 59,400 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| HUNTINGTON BANCSHARES INC | COM | 102 | $2,225,053 | 168,820 | 0.00 | 0.00 | 1,780 | 1.07 | 06-30-2024 |
| LOCKHEED MARTIN CORP | COM | 103 | $2,213,235 | 4,738 | 0.00 | 0.00 | 27 | 0.57 | 06-30-2024 |
| VANGUARD INDEX FDS | GROWTH ETF | 104 | $2,180,936 | 5,831 | 0.00 | 0.00 | -684 | -10.50 | 06-30-2024 |
