Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ACCREDITED INVESTORS INC | 05-14-2024 | 03-31-2024 | 210 | 1,556,490,406 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P MCP ETF | 1 | $146,325,222 | 2,409,042 | 0.01 | 0.01 | 2,114,991 | 719.26 | 03-31-2024 |
| UNITED PARCEL SERVICE INC | CL B | 2 | $116,654,379 | 784,864 | 0.01 | 0.01 | 115 | 0.01 | 03-31-2024 |
| AMERICAN CENTY ETF TR | INTL SMCP VLU | 3 | $107,017,992 | 1,624,932 | 0.01 | 0.01 | 368,868 | 29.37 | 03-31-2024 |
| ISHARES TR | CORE S&P SCP ETF | 4 | $84,113,976 | 761,074 | 0.01 | 0.01 | 10,094 | 1.34 | 03-31-2024 |
