Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SITTNER & NELSON LLC | 05-10-2024 | 03-31-2024 | 499 | 198,502,921 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR PORTFOLIO S&P 400 MID CAP ETF | PORTFOLIO S&P400 | 301 | $30,137 | 565 | 0.00 | 565 | +Inf | 03-31-2024 | |
| AMERICAN TOWER CORP NEW COM | COM | 302 | $29,836 | 151 | 0.00 | 0.00 | -50 | -24.88 | 03-31-2024 |
| ISHARES TR MORNINGSTAR GROWTH ETF | MORNINGSTAR GRWT | 303 | $29,588 | 392 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| ISHARES TR CORE S&P 500 ETF | CORE S&P500 ETF | 304 | $28,915 | 55 | 0.00 | 55 | +Inf | 03-31-2024 |
