Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| UNITED CAPITAL FINANCIAL ADVISORS LLC | 05-15-2024 | 03-31-2024 | 1077 | 12,137,318,857 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP ETF | EXCHANGE TRADED FUND | 601 | $14,976,889 | 62,466 | 0.00 | 0.00 | -945 | -1.49 | 03-31-2024 |
| ISHARES MSCI USA MIN VOL FACTOR ETF | EXCHANGE TRADED FUND | 602 | $13,634,879 | 163,136 | 0.00 | 0.00 | -88,493 | -35.17 | 03-31-2024 |
| INTERNATIONAL BUSINESS MACHINES CORPORATION | COMMON STOCK | 603 | $13,563,571 | 71,028 | 0.00 | 0.00 | -1,851 | -2.54 | 03-31-2024 |
| VERIZON COMMUNICATIONS INC. | COMMON STOCK | 604 | $13,339,861 | 317,919 | 0.00 | 0.00 | 9,475 | 3.07 | 03-31-2024 |
