Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SANDY SPRING BANK | 01-26-2024 | 12-31-2023 | 1890 | 2,009,252,272 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES S&P MIDCAP 400 INDEX | CORE S&P MCP ETF | 1 | $128,190,961 | 462,533 | 0.01 | 0.01 | 6,551 | 1.44 | 12-31-2023 |
| ISHARES S&P 500 INDEX FUND | CORE S&P500 ETF | 2 | $104,149,004 | 218,054 | 0.01 | 0.01 | -3,338 | -1.51 | 12-31-2023 |
| APPLE, INC. | COM | 3 | $93,153,852 | 483,841 | 0.00 | 0.00 | 16,237 | 3.47 | 12-31-2023 |
| MICROSOFT CORP | COM | 4 | $80,741,507 | 214,715 | 0.00 | 0.00 | -4,618 | -2.11 | 12-31-2023 |
