Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
UNITED BANK 02-13-2024 12-31-2023 90 181,268,757
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
FLEXSHARES TR MORNSTAR UPSTR 1 $11,277,098 275,387 0.01 0.01 -4,585 -1.64 12-31-2023
FLEXSHARES TR HIG YLD VL ETF 2 $10,608,176 259,559 0.01 0.01 -13,454 -4.93 12-31-2023
APPLE INC COM 3 $8,354,647 43,394 0.00 0.00 -198 -0.45 12-31-2023
SELECT SECTOR SPDR TR TECHNOLOGY 4 $6,728,908 34,959 0.00 0.00 278 0.80 12-31-2023
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