Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FOCUS FINANCIAL NETWORK INC /ADV | 02-12-2024 | 12-31-2023 | 710 | 2,660,883,726 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | COM NEW | 301 | $1,085,710 | 11,643 | 0.00 | 11,643 | +Inf | 12-31-2023 | |
| INVESCO EXCHANGE TRADED FD T | S&P500 PUR GWT | 302 | $1,081,996 | 33,540 | 0.00 | 33,540 | +Inf | 12-31-2023 | |
| ISHARES TR | CORE S&P US VLU | 303 | $1,078,961 | 12,795 | 0.00 | 12,795 | +Inf | 12-31-2023 | |
| ISHARES TR | U.S. FIN SVC ETF | 304 | $1,078,891 | 6,020 | 0.00 | 6,020 | +Inf | 12-31-2023 |
