Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHSOURCE PARTNERS LLC | 05-15-2023 | 03-31-2023 | 494 | 1,478,659,153 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | GOLD MINERS ETF | 201 | $1,152,564 | 35,628 | 0.00 | 0.10 | -1,403 | -3.79 | 03-31-2023 |
| MCDONALDS CORP | COM | 202 | $1,152,495 | 4,122 | 0.00 | 0.10 | -631 | -13.28 | 03-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 203 | $1,131,634 | 17,256 | 0.00 | 17,256 | +Inf | 03-31-2023 | |
| VANGUARD INDEX FDS | GROWTH ETF | 204 | $1,130,462 | 4,532 | 0.00 | 0.15 | -1,268 | -21.86 | 03-31-2023 |
