Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
UNITED CAPITAL FINANCIAL ADVISORS LLC 02-14-2024 12-31-2023 1060 12,050,975,120
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES S&P SMALL-CAP 600 VALU EXCHANGE TRADED FUND 451 $23,743,104 230,359 0.00 0.00 -197,439 -46.15 12-31-2023
BLACKROCK INC COMMON STOCK 452 $23,484,403 28,929 0.00 0.00 -25,135 -46.49 12-31-2023
EXXON MOBIL CORP COMMON STOCK 453 $22,754,792 227,593 0.00 0.00 22,907 11.19 12-31-2023
T-MOBILE US INC COMMON STOCK 454 $22,669,930 141,395 0.00 0.00 14,057 11.04 12-31-2023
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