Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
WIPFLI FINANCIAL ADVISORS LLC | 10-26-2022 | 09-30-2022 | 2676 | 1,422,798,000 |
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 |