Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALMARK ADVISERS INC | 02-02-2024 | 12-31-2023 | 495 | 5,342,452,538 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P US GWT | 101 | $4,417,821 | 42,438 | 0.00 | 0.07 | 4,915 | 13.10 | 12-31-2023 |
| MCDONALDS CORP | COM | 102 | $4,349,265 | 14,668 | 0.00 | 0.06 | 417 | 2.93 | 12-31-2023 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 103 | $4,335,362 | 153,193 | 0.00 | 153,193 | +Inf | 12-31-2023 | |
| FIRST TR VALUE LINE DIVID IN | SHS | 104 | $4,330,025 | 106,756 | 0.00 | 0.08 | -2,024 | -1.86 | 12-31-2023 |
