Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| STONEBRIDGE FINANCIAL PLANNING GROUP LLC | 05-10-2022 | 03-31-2022 | 110 | 178,636,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | U.S. FINLS ETF | 101 | $851,000 | 10,067 | 0.48 | 10,067 | +Inf | 03-31-2022 | |
| FIRST TR EXCHANGE TRADED FD | NASDAQ CYB ETF | 102 | $811,000 | 15,274 | 0.45 | 15,274 | +Inf | 03-31-2022 | |
| VANECK ETF TRUST | BIOTECH ETF | 103 | $767,000 | 4,730 | 0.43 | 4,730 | +Inf | 03-31-2022 | |
| FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 104 | $762,000 | 11,430 | 0.43 | 11,430 | +Inf | 03-31-2022 |
