Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STERLING FINANCIAL GROUP INC | 04-10-2024 | 03-31-2024 | 64 | 210,616,763 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| J P MORGAN EXCHANGE TRADED F | ACTIVE GROWTH | 1 | $24,615,542 | 350,599 | 0.01 | 0.01 | -5,446 | -1.53 | 03-31-2024 |
| AMPLIFY ETF TR | CWP ENHANCED DIV | 2 | $23,127,535 | 594,844 | 0.01 | 0.01 | 261,806 | 78.61 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 3 | $21,672,464 | 593,116 | 0.01 | 0.01 | 14,007 | 2.42 | 03-31-2024 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 HY | 4 | $17,861,592 | 778,283 | 0.01 | 0.01 | 197,779 | 34.07 | 03-31-2024 |
