Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALMARK ADVISERS INC | 02-02-2024 | 12-31-2023 | 495 | 5,342,452,538 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 51 | $16,165,258 | 45,324 | 0.00 | 0.12 | 26,217 | 137.21 | 12-31-2023 |
| ISHARES TR | RUS TP200 GR ETF | 52 | $15,604,391 | 89,056 | 0.00 | 0.15 | 36,805 | 70.44 | 12-31-2023 |
| CAPITAL GROUP DIVIDEND VALUE | SHS CREATION UNI | 53 | $15,589,958 | 522,452 | 0.00 | 522,452 | +Inf | 12-31-2023 | |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 54 | $14,323,421 | 421,153 | 0.00 | 0.18 | 128,918 | 44.11 | 12-31-2023 |
