Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 11-12-2021 09-30-2021 913 1,493,872,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR CORE MSCI TOTAL 51 $6,141,000 86,496 0.41 0.42 2,288 2.72 09-30-2021
VANGUARD BD INDEX FDS SHORT TRM BOND 52 $6,103,000 74,482 0.41 0.40 1,353 1.85 09-30-2021
UNITEDHEALTH GROUP INC COM 53 $6,055,000 15,497 0.41 0.42 -26 -0.17 09-30-2021
ISHARES TR IBOXX INV CP ETF 54 $6,000,000 45,105 0.40 0.40 813 1.84 09-30-2021
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