Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| FAMILY FIRM INC | 05-01-2024 | 03-31-2024 | 197 | 410,445,858 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES CORE S&P SMALL CAP ETF | ETF | 51 | $3,407,371 | 30,830 | 0.00 | 0.00 | -294 | -0.94 | 03-31-2024 |
| ISHARES RUSSELL 1000 ETF | ETF | 52 | $3,258,753 | 11,314 | 0.00 | 0.00 | 31 | 0.27 | 03-31-2024 |
| ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | 53 | $3,155,851 | 24,140 | 0.00 | 0.00 | 1,309 | 5.73 | 03-31-2024 |
| ISHARES EUROPE ETF | ETF | 54 | $3,076,285 | 55,259 | 0.00 | 0.00 | -497 | -0.89 | 03-31-2024 |
