Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SARGENT BICKHAM LAGUDIS LLC | 01-23-2023 | 12-31-2022 | 1409 | 1,219,786,947 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MARKEL CORP | COM | 651 | $51,382 | 39 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 652 | $51,150 | 1,000 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2022 |
| INVESCO EXCH TRADED FD TR II | DWA SMLCP MENT | 653 | $51,107 | 702 | 0.00 | 0.00 | 1 | 0.14 | 12-31-2022 |
| ISHARES TR | ESG EAFE ETF | 654 | $50,972 | 939 | 0.00 | 0.00 | 5 | 0.54 | 12-31-2022 |
