Forvis Mazars Wealth Advisors, LLC

Q3 2023 13F Holdings Report, Stock Holdings

Signature - Title
Tod Eastlake - Operations Manager
Location
Springfield
Holdings as of
30 Sep 2023
Value $
$3.31B
Num holdings
385
Filing time
25 Oct 2023, 21:47:08 UTC
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included VTI, VEU, AGG, SCZ, and SCHB.
Previous filing
Q2 2023 - 08 Aug 2023
Next filing
Q4 2023 - 11 Jan 2024
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2023 Q3 compared to 2023 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Tod Eastlake Operations Manager Springfield, Missouri 25 Oct 2023