Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC /IA/ /ADV | 04-23-2024 | 03-31-2024 | 621 | 1,187,635,473 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | ETF | 601 | $409,111 | 21,296 | 0.00 | 0.00 | 1,867 | 9.61 | 03-31-2024 |
| AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | ETF | 602 | $408,332 | 6,200 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| MARVELL TECHNOLOGY INC COM | Stock | 603 | $407,877 | 5,754 | 0.00 | 0.00 | -1,072 | -15.70 | 03-31-2024 |
| MAIN STR CAP CORP COM | CEF | 604 | $406,393 | 8,590 | 0.00 | 0.00 | 2,216 | 34.77 | 03-31-2024 |
