Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INTEGRATED ADVISORS NETWORK LLC | 02-16-2024 | 12-31-2023 | 661 | 1,768,999,724 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| CARDINAL HEALTH INC | COM | 151 | $3,664,286 | 36,351 | 0.00 | 0.00 | -1,426 | -3.77 | 12-31-2023 |
| ISHARES TR | ESG AWR MSCI USA | 152 | $3,658,456 | 34,869 | 0.00 | 0.00 | -18 | -0.05 | 12-31-2023 |
| KROGER CO | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,375 | -2.86 | 12-31-2023 |
| ISHARES TR | RUS MID CAP ETF | 154 | $3,604,284 | 46,369 | 0.00 | 0.00 | -3,195 | -6.45 | 12-31-2023 |
