Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HERITAGE WEALTH ADVISORS | 05-08-2024 | 03-31-2024 | 551 | 2,183,939,536 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Sherwin Williams Co | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -84 | -50.00 | 03-31-2024 |
| iShares MSCI USA ESG Select ETF | ETF | 602 | $18,777 | 172 | 0.00 | 172 | +Inf | 03-31-2024 | |
| Advance Auto Parts Inc | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| iShares MSCI KLD 400 Social ETF | ETF | 604 | $18,146 | 180 | 0.00 | 180 | +Inf | 03-31-2024 |
