Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACG WEALTH | 11-03-2022 | 09-30-2022 | 246 | 437,355,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DEERE & CO | COM | 551 | $254,000 | 759 | 0.06 | 759 | +Inf | 09-30-2022 | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 552 | $251,000 | 4,287 | 0.06 | 4,287 | +Inf | 09-30-2022 | |
| SPDR SER TR | BLOOMBERG SHT TE | 553 | $251,000 | 10,551 | 0.06 | 10,551 | +Inf | 09-30-2022 | |
| VANGUARD WORLD FDS | MATERIALS ETF | 554 | $244,000 | 1,643 | 0.06 | 1,643 | +Inf | 09-30-2022 |
