Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALMARK ADVISERS INC | 02-02-2024 | 12-31-2023 | 495 | 5,342,452,538 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ABBOTT LABS | COM | 201 | $1,705,817 | 15,498 | 0.00 | 0.03 | 565 | 3.78 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 202 | $1,696,940 | 36,399 | 0.00 | 0.01 | 30,115 | 479.23 | 12-31-2023 |
| ISHARES TR | RUSSELL 2000 ETF | 203 | $1,669,612 | 8,319 | 0.00 | 0.02 | 2,980 | 55.82 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 204 | $1,664,569 | 16,782 | 0.00 | 0.00 | 15,649 | 1381.20 | 12-31-2023 |
