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 |
|---|---|---|---|---|---|---|---|---|---|
| ZOETIS INC | CL A | 351 | $79,217 | 460 | 0.00 | 0.00 | -33 | -6.69 | 06-30-2023 |
| HENRY SCHEIN INC | COM | 352 | $78,992 | 974 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| VANGUARD INDEX FDS | MCAP VL IDXVIP | 353 | $78,877 | 570 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| MILLERKNOLL INC | COM | 354 | $78,704 | 5,325 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
