Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORVIS WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 393 | 3,935,143,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 401 | $281,185 | 3,093 | 0.00 | 0.00 | -146 | -4.51 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 402 | $274,094 | 6,702 | 0.00 | 0.00 | -99 | -1.46 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 GW | 403 | $273,508 | 3,739 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| VANGUARD WORLD FD | ESG INTL STK ETF | 404 | $271,488 | 4,724 | 0.00 | 0.00 | -840 | -15.10 | 03-31-2024 |
