Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LAUREL WEALTH ADVISORS INC | 02-14-2023 | 12-31-2022 | 641 | 1,014,176,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | ETF | 801 | $416,000 | 9,022 | 0.04 | 9,022 | +Inf | 12-31-2022 | |
| WALGREENS BOOTS ALLIANCE INC COM | Stock | 802 | $415,000 | 11,112 | 0.04 | 11,112 | +Inf | 12-31-2022 | |
| PROSHARES TR SHORT S&P 500 PROSHARES | ETF | 803 | $414,000 | 25,800 | 0.04 | 25,800 | +Inf | 12-31-2022 | |
| SIMON PROPERTY GROUP INC | REIT | 804 | $413,000 | 3,514 | 0.04 | 3,514 | +Inf | 12-31-2022 |
