Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 01-23-2024 12-31-2023 100 343,022,917
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF TR TR UNIT 1 $45,782,647 96,322 0.01 0.01 7,696 8.68 12-31-2023
SPDR SER TR PORTFOLI S&P1500 2 $42,051,926 719,451 0.01 0.01 -40,755 -5.36 12-31-2023
ISHARES TR RUS 1000 GRW ETF 3 $26,975,824 88,979 0.01 0.00 85,069 2175.68 12-31-2023
SPDR SER TR PRTFLO S&P500 VL 4 $26,939,977 577,739 0.01 0.01 -143,955 -19.95 12-31-2023
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