Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| 55I LLC | 11-14-2022 | 09-30-2022 | 580 | 3,579,271,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Dominion Energy Inc | COM | 851 | $447,000 | 6,459 | 0.01 | 6,459 | +Inf | 09-30-2022 | |
| JPMorgan Divers Ret US Mid Cp | ETF | 852 | $446,000 | 5,837 | 0.01 | 0.01 | 2,448 | 72.23 | 09-30-2022 |
| Aflac Inc | COM | 853 | $444,000 | 7,910 | 0.01 | 7,910 | +Inf | 09-30-2022 | |
| Schwab US Dividend Equity ETF | ETF | 854 | $443,000 | 6,677 | 0.01 | 0.01 | -330 | -4.71 | 09-30-2022 |
