Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| CAPITAL INVESTMENT ADVISORY SERVICES LLC | 04-25-2024 | 03-31-2024 | 952 | 933,733,342 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P US VLU | 851 | $80,311 | 888 | 0.00 | 0.00 | 825 | 1309.52 | 03-31-2024 |
| INVESCO EXCHANGE TRADED FD T | S&P MIDCAP 400 | 852 | $80,126 | 666 | 0.00 | 0.00 | 1 | 0.15 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US REIT ETF | 853 | $79,524 | 3,917 | 0.00 | 0.00 | 3 | 0.08 | 03-31-2024 |
| NEOS ETF TRUST | NEOS S&P 500 HI | 854 | $79,065 | 1,570 | 0.00 | 0.00 | 730 | 86.90 | 03-31-2024 |
