Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORVIS WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 393 | 3,935,143,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US SML CAP ETF | 251 | $751,306 | 15,258 | 0.00 | 0.00 | 1,404 | 10.13 | 03-31-2024 |
| FIRST FINL CORP IND | COM | 252 | $748,662 | 19,532 | 0.00 | 0.00 | -28 | -0.14 | 03-31-2024 |
| NIKE INC | CL B | 253 | $747,198 | 7,951 | 0.00 | 0.00 | 636 | 8.69 | 03-31-2024 |
| CENCORA INC | COM | 254 | $736,260 | 3,030 | 0.00 | 0.00 | -301 | -9.04 | 03-31-2024 |
