Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STRATEGIC WEALTH PARTNERS LTD | 12-31-2022 | 12-31-2022 | 262 | 538,325,228 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE DIV GRWTH | 1 | $25,597,883 | 512,060 | 0.00 | 3.53 | 169,163 | 49.33 | 03-31-2023 |
| ISHARES TR | MBS ETF | 2 | $25,545,051 | 269,662 | 0.00 | 1.84 | 182,322 | 208.75 | 03-31-2023 |
| SPDR SER TR | PORTFOLIO SHORT | 3 | $21,874,492 | 738,255 | 0.00 | 3.77 | 151,660 | 25.85 | 03-31-2023 |
| ISHARES TR | MSCI EAFE ETF | 4 | $19,984,619 | 279,427 | 0.00 | 0.05 | 275,606 | 7212.93 | 03-31-2023 |
