Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MAIN STREET FINANCIAL SOLUTIONS LLC | 02-08-2024 | 12-31-2023 | 459 | 774,113,217 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 251 | $696,572 | 19,789 | 0.00 | 0.00 | 15,831 | 399.97 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 252 | $693,640 | 6,408 | 0.00 | 0.00 | -177 | -2.69 | 12-31-2023 |
| MIDDLESEX WTR CO | COM | 253 | $685,532 | 10,447 | 0.00 | 0.00 | 18 | 0.17 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 254 | $673,085 | 2,429 | 0.00 | 0.00 | -3 | -0.12 | 12-31-2023 |
