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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES MSCI EAFE VALUE ETF | EXCHANGE TRADED FUND | 201 | $52,564,832 | 966,265 | 0.00 | 0.00 | -526,920 | -35.29 | 03-31-2024 |
| ISHARES MSCI EAFE GROWTH ETF | EXCHANGE TRADED FUND | 202 | $51,590,911 | 497,070 | 0.00 | 0.00 | 11,146 | 2.29 | 03-31-2024 |
| SCHWAB U.S. LARGE-CAP ETF | EXCHANGE TRADED FUND | 203 | $50,497,854 | 813,694 | 0.00 | 0.00 | -72,154 | -8.15 | 03-31-2024 |
| JPMORGAN ULTRA-SHORT INCOME ETF | EXCHANGE TRADED FUND | 204 | $50,324,478 | 997,512 | 0.00 | 0.00 | -4,249 | -0.42 | 03-31-2024 |
