Cliftonlarsonallen Wealth Advisors, Llc

Q3 2021 13F Holdings Report, Restatement, Stock Holdings

Signature - Title
Shawn Harris - Compliance Analyst
Location
Minneapolis, MN
Holdings as of
September 30, 2021
Value $
$2.55B
Num holdings
300
Date filed
11/2/2021, 11:25 AM
Form type
13F-HR/A-1 - Restatement
Description
All US holdings of this investor are reported in this report. Top holdings included MUB, VLUE, VEA, IEFA, and VOO.
Previous filing
Q2 2021 - Jul 21, 2021
Filing 2021 Q3 - Restatement compared to 2021 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
Shawn Harris Compliance Analyst Middleton, United States 11/2/2021