Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WADE G W & INC | 02-07-2024 | 12-31-2023 | 417 | 3,078,733,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 GRW ETF | 1 | $148,492,000 | 489,799 | 4.82 | 4.64 | 20,997 | 4.48 | 12-31-2023 |
| APPLE INC | COM | 2 | $141,758,000 | 736,292 | 4.60 | 4.64 | 7,972 | 1.09 | 12-31-2023 |
| WISDOMTREE TR | US LARGECAP DIVD | 3 | $139,019,000 | 2,094,288 | 4.52 | 4.77 | 10,350 | 0.50 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $112,531,000 | 299,253 | 3.66 | 3.31 | 17,553 | 6.23 | 12-31-2023 |
