Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1077 | 12,137,318,857 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD UTILITIES ETF | EXCHANGE TRADED FUND | 1501 | $2,014,626 | 14,130 | 0.00 | 0.00 | -1,345 | -8.69 | 03-31-2024 |
| ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF | EXCHANGE TRADED FUND | 1502 | $1,997,556 | 46,639 | 0.00 | 0.00 | 6,886 | 17.32 | 03-31-2024 |
| INTERCONTINENTAL EXCHANGE, INC. | COMMON STOCK | 1503 | $1,991,937 | 14,494 | 0.00 | 0.00 | 177 | 1.24 | 03-31-2024 |
| SPDR PORTFOLIO S&P 400 MID CAP ETF | EXCHANGE TRADED FUND | 1504 | $1,975,672 | 37,039 | 0.00 | 0.00 | -4,707 | -11.28 | 03-31-2024 |
