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 |
|---|---|---|---|---|---|---|---|---|---|
| 3M CO | COM | 301 | $540,776 | 4,947 | 0.00 | 0.00 | -1,350 | -21.44 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US EQT | 302 | $538,221 | 15,400 | 0.00 | 0.00 | -4,510 | -22.65 | 12-31-2023 |
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 303 | $532,375 | 13,230 | 0.00 | 0.00 | 1,730 | 15.04 | 12-31-2023 |
| ISHARES TR | ESG AWR MSCI USA | 304 | $528,719 | 5,039 | 0.00 | 0.00 | -309 | -5.78 | 12-31-2023 |
