Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| INDEPENDENT ADVISOR ALLIANCE | 10-23-2023 | 09-30-2023 | 750 | 2,210,953,488 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WELLTOWER INC | COM | 351 | $977,281 | 11,930 | 0.00 | 0.00 | 81 | 0.68 | 09-30-2023 |
| VANGUARD SCOTTSDALE FDS | TOTAL CORP BND | 352 | $966,773 | 13,344 | 0.00 | 0.00 | 354 | 2.73 | 09-30-2023 |
| GRAINGER W W INC | COM | 353 | $961,202 | 1,389 | 0.00 | 0.00 | 26 | 1.91 | 09-30-2023 |
| FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 354 | $955,817 | 10,546 | 0.00 | 0.00 | -1,199 | -10.21 | 09-30-2023 |
