Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 1 | $933,042,959 | 10,765,467 | 0.01 | 0.01 | 60,374 | 0.56 | 03-31-2024 |
| ISHARES TR | CORE S&P500 ETF | 2 | $889,413,908 | 1,691,770 | 0.01 | 0.01 | 31,896 | 1.92 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $626,913,966 | 7,775,195 | 0.01 | 0.01 | 299,496 | 4.01 | 03-31-2024 |
| ISHARES TR | CORE MSCI EAFE | 4 | $408,928,152 | 5,509,677 | 0.00 | 0.00 | 1,753,843 | 46.70 | 03-31-2024 |
