Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BERGANKDV WEALTH MANAGEMENT LLC | 07-24-2023 | 06-30-2023 | 862 | 999,586,345 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PROLOGIS INC. | COM | 301 | $108,651 | 886 | 0.00 | 0.00 | -52 | -5.54 | 06-30-2023 |
| ALLSTATE CORP | COM | 302 | $108,051 | 991 | 0.00 | 0.00 | -18 | -1.78 | 06-30-2023 |
| XYLEM INC | COM | 303 | $108,003 | 959 | 0.00 | 0.00 | -72 | -6.98 | 06-30-2023 |
| AMERICAN CENTY ETF TR | US EQT ETF | 304 | $107,071 | 1,424 | 0.00 | 0.00 | -516 | -26.60 | 06-30-2023 |
