Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
WIPFLI FINANCIAL ADVISORS LLC 10-26-2022 09-30-2022 2676 1,422,798,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
VANGUARD WORLD FD ESG US STK ETF 401 $240,000 3,817 0.02 3,817 +Inf 09-30-2022
EVERSOURCE ENERGY COM 402 $240,000 3,078 0.02 3,078 +Inf 09-30-2022
GENERAL ELECTRIC CO COM NEW 403 $240,000 3,873 0.02 3,873 +Inf 09-30-2022
MIDLAND STATES BANCORP INC COM 404 $239,000 10,150 0.02 10,150 +Inf 09-30-2022
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