Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 07-30-2024 | 06-30-2024 | 120 | 402,256,571 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P SML 600 GWT | 151 | $81,938 | 638 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR VAL | 152 | $79,249 | 950 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 153 | $77,520 | 155 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 154 | $75,900 | 2,000 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2024 |
