Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ADVISORY SERVICES NETWORK LLC 11-14-2023 12-31-2023 7468 4,091,890,691
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR ETF 1651 $140,698 2,645 0.00 2,645 +Inf 12-31-2023
VANGUARD BD INDEX FDS ETF 1652 $140,517 2,842 0.00 0.00 -2,488 -46.68 12-31-2023
CLEAN HARBORS INC Stock 1653 $140,481 805 0.00 0.00 -8,725 -91.55 12-31-2023
BAIN CAP SPECIALTY FIN INC CEF 1654 $140,408 9,317 0.00 9,317 +Inf 12-31-2023
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