Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WIPFLI FINANCIAL ADVISORS LLC | 10-26-2022 | 09-30-2022 | 2676 | 1,422,798,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SHERWIN WILLIAMS CO | COM | 51 | $3,054,000 | 14,914 | 0.21 | 14,914 | +Inf | 09-30-2022 | |
| COSTCO WHSL CORP NEW | COM | 52 | $3,010,000 | 6,373 | 0.21 | 6,373 | +Inf | 09-30-2022 | |
| BK OF AMERICA CORP | COM | 53 | $2,884,000 | 95,502 | 0.20 | 95,502 | +Inf | 09-30-2022 | |
| MASTERCARD INCORPORATED | CL A | 54 | $2,742,000 | 9,642 | 0.19 | 9,642 | +Inf | 09-30-2022 |
