Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ALLWORTH FINANCIAL LP 07-18-2023 06-30-2023 3579 11,792,903,464
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
MASTERCARD INCORPORATED CL A 101 $10,755,196 27,346 0.00 0.00 112 0.41 06-30-2023
ISHARES TR ESG MSCI LEADR 102 $10,428,225 134,697 0.00 0.00 21,839 19.35 06-30-2023
VANGUARD STAR FDS VG TL INTL STK F 103 $10,082,900 179,795 0.00 0.00 17,240 10.61 06-30-2023
INNOVATOR ETFS TR GRWT ACCLTD PLUS 104 $9,817,945 481,036 0.00 481,036 +Inf 06-30-2023
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