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
KEURIG DR PEPPER INC COM 501 $174,000 4,830 0.01 4,830 +Inf 09-30-2022
BRIGHTHOUSE FINL INC COM 502 $174,000 4,002 0.01 4,002 +Inf 09-30-2022
NRG ENERGY INC COM NEW 503 $173,000 4,514 0.01 4,514 +Inf 09-30-2022
INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 504 $172,000 2,251 0.01 2,251 +Inf 09-30-2022
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