Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RIVER WEALTH ADVISORS LLC | 02-13-2024 | 12-31-2023 | 208 | 626,223,331 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| S&P GLOBAL INC | COM | 101 | $1,419,526 | 3,222 | 0.00 | 0.00 | -70 | -2.13 | 12-31-2023 |
| US BANCORP DEL | COM NEW | 102 | $1,382,295 | 31,938 | 0.00 | 0.00 | -5,923 | -15.64 | 12-31-2023 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 103 | $1,332,270 | 17,076 | 0.00 | 17,076 | +Inf | 12-31-2023 | |
| ISHARES TR | S&P MC 400GR ETF | 104 | $1,329,391 | 16,781 | 0.00 | 0.00 | 2,663 | 18.86 | 12-31-2023 |
