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Institutional Investment Manager
Forvis Mazars Wealth Advisors, LLC
Forvis Mazars Wealth Advisors, LLC (CIK: 0001352864) incorporated in Missouri, located at 910 E. St. Louis St., Ste. 200, Springfield, MO. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q1)
Portfolio Summary: 154 holdings with a total value of $565,722,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 SCHWAB U.S. MID-CAP ETF 5,450 211,000 0.04%
152 DEXCOM INC 5,000 207,000 0.04%
153 KEYCORP 10,024 142,000 0.03%
154 RADIOSHACK CORP 29,600 63,000 0.01%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-14-000919, filed 2014.04.29).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.