Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ADVISORNET FINANCIAL INC | 04-12-2024 | 03-31-2024 | 2046 | 1,040,011,309 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SSGA US LARGE CAP LOW VOLATILITY INDEX ETF | ETF | 451 | $307,796 | 1,976 | 0.00 | 0.00 | -434 | -18.01 | 03-31-2024 |
| HUNTINGTON INGALLS INDS INC COM | Stock | 452 | $305,169 | 1,047 | 0.00 | 0.00 | 55 | 5.54 | 03-31-2024 |
| ISHARES ESG AWARE MSCI USA SMALL-CAP ETF | ETF | 453 | $303,532 | 7,537 | 0.00 | 0.00 | -744 | -8.98 | 03-31-2024 |
| SPDR SER TR S&P DIVID ETF | ETF | 454 | $303,449 | 2,312 | 0.00 | 0.00 | -15,105 | -86.73 | 03-31-2024 |
