Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AVANTAX ADVISORY SERVICES INC | 05-08-2024 | 03-31-2024 | 1650 | 11,266,408,751 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ESSENTIAL UTILS INC | COM | 351 | $4,313,981 | 116,437 | 0.00 | 0.00 | 6,880 | 6.28 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | 352 | $4,312,310 | 42,457 | 0.00 | 0.00 | 4,515 | 11.90 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 353 | $4,297,137 | 134,496 | 0.00 | 0.00 | 21,604 | 19.14 | 03-31-2024 |
| 3M CO | COM | 354 | $4,262,039 | 40,181 | 0.00 | 0.00 | 3,717 | 10.19 | 03-31-2024 |
