Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IFG ADVISORY LLC | 01-17-2024 | 12-31-2023 | 576 | 1,366,226,371 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD FTSE | MF Closed and MF Open | 351 | $757,639 | 13,495 | 0.00 | 0.00 | 7,276 | 117.00 | 12-31-2023 |
| CATERPILLAR INC | Common Stock | 352 | $754,371 | 2,551 | 0.00 | 0.00 | 71 | 2.86 | 12-31-2023 |
| ISHARES 3-7YR | MF Closed and MF Open | 353 | $748,059 | 6,386 | 0.00 | 6,386 | +Inf | 12-31-2023 | |
| INVESCO RUSSELL | MF Closed and MF Open | 354 | $747,321 | 19,260 | 0.00 | 0.00 | 1,583 | 8.96 | 12-31-2023 |
