Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HC FINANCIAL ADVISORS INC | 05-04-2022 | 03-31-2022 | 321 | 167,991,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 151 | $49,000 | 1,000 | 0.03 | 0.03 | 0 | 0.00 | 03-31-2022 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 152 | $48,000 | 636 | 0.03 | 0.03 | 1 | 0.16 | 03-31-2022 |
| ISHARES TR | MSCI INTL QUALTY | 153 | $47,000 | 1,270 | 0.03 | 1,270 | +Inf | 03-31-2022 | |
| ISHARES TR | ESG AWARE MSCI | 154 | $47,000 | 1,240 | 0.03 | 1,240 | +Inf | 03-31-2022 |
