Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCADAM LLC | 04-15-2024 | 03-31-2024 | 302 | 1,559,837,148 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EXPRESS CO | COM | 101 | $1,611,944 | 7,080 | 0.00 | 0.00 | 29 | 0.41 | 03-31-2024 |
| ISHARES TR | RUS 2000 GRW ETF | 102 | $1,575,785 | 5,819 | 0.00 | 0.00 | -246 | -4.06 | 03-31-2024 |
| ISHARES TR | CORE MSCI TOTAL | 103 | $1,461,704 | 21,540 | 0.00 | 0.00 | -376 | -1.72 | 03-31-2024 |
| EXXON MOBIL CORP | COM | 104 | $1,459,406 | 12,555 | 0.00 | 0.00 | 2,266 | 22.02 | 03-31-2024 |
