Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 11-13-2023 | 09-30-2023 | 149 | 128,185,300 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROWTH ETF | OTHER | 51 | $257,605 | 946 | 0.00 | 946 | +Inf | 09-30-2023 | |
| VANGUARD VALUE ETF | OTHER | 52 | $276,688 | 2,006 | 0.00 | 0.21 | 9 | 0.45 | 09-30-2023 |
| SCHWAB US DVD EQUITY ETF | OTHER | 53 | $233,154 | 3,295 | 0.00 | 0.22 | -475 | -12.60 | 09-30-2023 |
| SPDR S&P 500 ETF TRUST | OTHER | 54 | $226,564 | 530 | 0.00 | 0.22 | -230 | -30.26 | 09-30-2023 |
