Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CLIFTONLARSONALLEN WEALTH ADVISORS LLC | 01-16-2024 | 12-31-2023 | 185 | 4,020,637,930 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 VAL ETF | 51 | $11,658,063 | 70,548 | 0.00 | 0.00 | -1,628 | -2.26 | 12-31-2023 |
| VANECK ETF TRUST | INTRMDT MUNI ETF | 52 | $11,650,601 | 247,727 | 0.00 | 0.00 | 219,206 | 768.58 | 12-31-2023 |
| ROCKWELL AUTOMATION INC | COM | 53 | $10,816,503 | 34,838 | 0.00 | 0.00 | 1,502 | 4.51 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 54 | $10,658,498 | 44,931 | 0.00 | 0.00 | 7,017 | 18.51 | 12-31-2023 |
