Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTHPLAN PARTNERS LLC | 07-26-2023 | 06-30-2023 | 2516 | 707,018,427 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Core MSCI Emerging Markets ETF | Stock/ETF | 51 | $13,182,781 | 267,453 | 0.00 | 0.00 | -2,614 | -0.97 | 06-30-2023 |
| iShares S&P 500 Value ETF | Stock/ETF | 52 | $12,788,017 | 79,335 | 0.00 | 0.00 | 388 | 0.49 | 06-30-2023 |
| Main Sector Rotation ETF | Stock/ETF | 53 | $11,833,109 | 274,614 | 0.00 | 0.00 | 6,821 | 2.55 | 06-30-2023 |
| VanEck Morningstar Wide Moat Research | Stock/ETF | 54 | $11,141,873 | 139,640 | 0.00 | 0.00 | -29,734 | -17.56 | 06-30-2023 |
