Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FORVIS WEALTH ADVISORS LLC | 04-19-2024 | 03-31-2024 | 393 | 3,935,143,115 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | S&P DIVID ETF | 51 | $11,767,939 | 89,667 | 0.00 | 0.00 | -1,342 | -1.47 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 52 | $11,008,132 | 90,984 | 0.00 | 0.00 | -575 | -0.63 | 03-31-2024 |
| AMAZON COM INC | COM | 53 | $10,985,322 | 60,901 | 0.00 | 0.00 | 24,644 | 67.97 | 03-31-2024 |
| INNOVATOR ETFS TRUST | US EQTY PWR BUF | 54 | $10,708,575 | 281,953 | 0.00 | 0.00 | -1,884 | -0.66 | 03-31-2024 |
