| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q2 2022 | 65 | 356,379 | RESTATEMENT | 7/26/2022 | 000139834422014105 | BT Wealth Management LLC |
| Q2 2022 | 71 | 365,121 | 13F-HR | 7/15/2022 | 000139834422013419 | BT Wealth Management LLC |
| Q1 2022 | 68 | 384,306 | 13F-HR | 4/21/2022 | 000139834422007608 | BT Wealth Management LLC |
| Q4 2021 | 70 | 369,980 | 13F-HR | 2/11/2022 | 000139834422002760 | BT Wealth Management LLC |
| Q3 2021 | 55 | 321,973 | 13F-HR | 11/1/2021 | 000139834421020725 | BT Wealth Management LLC |
| Q2 2021 | 59 | 329,899 | 13F-HR | 7/28/2021 | 000139834421014938 | BT Wealth Management LLC |
| Q1 2021 | 62 | 300,563 | 13F-HR | 5/6/2021 | 000139834421009855 | BT Wealth Management LLC |
| Q4 2020 | 62 | 268,975 | 13F-HR | 2/4/2021 | 000139834421002320 | BT Wealth Management LLC |
| Q3 2020 | 59 | 230,170 | 13F-HR | 10/23/2020 | 000139834420020576 | BT Wealth Management LLC |
| Q2 2020 | 55 | 197,322 | 13F-HR | 7/21/2020 | 000139834420014050 | BT Wealth Management LLC |
| Q1 2020 | 55 | 174,672 | 13F-HR | 4/29/2020 | 000139834420008735 | BT Wealth Management LLC |
| Q4 2019 | 65 | 196,436 | 13F-HR | 1/13/2020 | 000139834420000626 | BT Wealth Management LLC |
| Q3 2019 | 53 | 179,232 | 13F-HR | 10/11/2019 | 000139834419017783 | BT Wealth Management LLC |
| Q2 2019 | 54 | 173,026 | 13F-HR | 8/12/2019 | 000158064219003638 | BT Wealth Management LLC |
| Q1 2019 | 57 | 169,745 | 13F-HR | 4/15/2019 | 000158064219001891 | BT Wealth Management LLC |
| Q4 2018 | 105 | 232,082 | 13F-HR | 2/15/2019 | 000158064219000857 | BT Wealth Management LLC |