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 | ESG AWR US AGRGT | 301 | $627,000 | 13,130 | 0.02 | 0.02 | 2,223 | 20.38 | 12-31-2023 |
| ISHARES TR | ISHS 1-5YR INVS | 302 | $621,000 | 12,112 | 0.02 | 0.02 | -1,000 | -7.63 | 12-31-2023 |
| SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 303 | $614,000 | 11,092 | 0.02 | 0.01 | 5,922 | 114.55 | 12-31-2023 |
| ISHARES TR | U.S. REAL ES ETF | 304 | $601,000 | 6,579 | 0.02 | 0.02 | 0 | 0.00 | 12-31-2023 |
