Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MONETA GROUP INVESTMENT ADVISORS LLC 02-15-2024 12-31-2023 565 5,060,796,201
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SCHWAB STRATEGIC TR US LRG CAP ETF 1 $426,456,257 7,561,281 0.01 0.01 329,334 4.55 12-31-2023
ISHARES INC CORE MSCI EMKT 2 $248,477,379 4,912,562 0.00 0.01 102,799 2.14 12-31-2023
ARCHER DANIELS MIDLAND CO COM 3 $234,639,130 3,248,949 0.00 0.01 -6,913 -0.21 12-31-2023
VANGUARD INDEX FDS LARGE CAP ETF 4 $216,144,056 990,805 0.00 0.00 16,160 1.66 12-31-2023
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