Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
IFG ADVISORY LLC 01-17-2024 12-31-2023 576 1,366,226,371
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
STAG INDUSTRIAL Common Stock 501 $405,140 10,319 0.00 0.00 178 1.76 12-31-2023
FIRST TRUST MF Closed and MF Open 502 $404,504 8,483 0.00 0.00 -779 -8.41 12-31-2023
ISHARES CORE MF Closed and MF Open 503 $403,764 3,836 0.00 0.00 664 20.93 12-31-2023
INVESCO BULLETSHARES MF Closed and MF Open 504 $401,633 17,669 0.00 17,669 +Inf 12-31-2023
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