Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MERIT FINANCIAL GROUP LLC 02-06-2024 12-31-2023 773 3,287,421,597
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD INDEX FDS S&P 500 ETF SHS 1 $260,907,231 597,315 0.01 0.01 -25,647 -4.12 12-31-2023
SCHWAB STRATEGIC TR US DIVIDEND EQ 2 $234,749,514 3,083,535 0.01 0.01 -50,734 -1.62 12-31-2023
VANGUARD INDEX FDS GROWTH ETF 3 $215,062,806 691,787 0.01 0.01 9,424 1.38 12-31-2023
UNITED PARCEL SERVICE INC CL B 4 $138,605,233 881,544 0.00 0.00 -9,362 -1.05 12-31-2023
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