Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MCCLARREN FINANCIAL ADVISORS INC | 05-03-2024 | 03-31-2024 | 261 | 135,075,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | Liquidated | $0 | 0 | 0.01 | 0.02 | 0 | 0.00 | 03-31-2024 |
| DNP SELECT INCOME FD INC | COM | 402 | $16,000 | 10 | 0.01 | 0.02 | -1,559 | -99.36 | 03-31-2024 |
| AMERICAN ELEC PWR CO INC | COM | 403 | $16,000 | 87 | 0.01 | 0.01 | -82 | -48.52 | 03-31-2024 |
| AFLAC INC | COM | 404 | $16,000 | 86 | 0.01 | 0.01 | -85 | -49.71 | 03-31-2024 |
