Wipfli Financial Advisors Llc,

Q4 2020 13F Holdings Report, Stock Holdings

Signature - Title
Gennady Bekasov - CHIEF COMPLIANCE OFFICER
Location
Milwaukee, WI
Holdings as of
31 Dec 2020
Value $
$168M
Num holdings
37
Date filed
02 Feb 2021, 17:19
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AVEM, SCHG, IWO, SCHV, and SCHD.
Next filing
Q1 2021 - 06 May 2021
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
* 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
GENNADY BEKASOV CHIEF COMPLIANCE OFFICER Madison, Wisconsin 02 Feb 2021