Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLWORTH FINANCIAL LP | 07-18-2023 | 06-30-2023 | 3579 | 11,792,903,464 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| AUTOZONE INC | COM | 401 | $972,411 | 390 | 0.00 | 0.00 | 351 | 900.00 | 06-30-2023 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 402 | $967,085 | 30,848 | 0.00 | 0.00 | -7,177 | -18.87 | 06-30-2023 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 403 | $962,232 | 18,612 | 0.00 | 0.00 | -969 | -4.95 | 06-30-2023 |
| INTUIT | COM | 404 | $959,345 | 2,094 | 0.00 | 0.00 | 232 | 12.46 | 06-30-2023 |
