Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GLASSMAN WEALTH SERVICES | 08-08-2023 | 06-30-2023 | 1904 | 620,275,874 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CATERPILLAR INC | COM | 101 | $461,606 | 1,876 | 0.00 | 0.00 | -26 | -1.37 | 06-30-2023 |
| VANGUARD INDEX FDS | GROWTH ETF | 102 | $448,251 | 1,584 | 0.00 | 0.00 | 15 | 0.96 | 06-30-2023 |
| VANGUARD INDEX FDS | SM CP VAL ETF | 103 | $441,783 | 2,671 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| VANGUARD INDEX FDS | VALUE ETF | 104 | $434,284 | 3,056 | 0.00 | 0.00 | 35 | 1.16 | 06-30-2023 |
