Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
STILES FINANCIAL SERVICES INC 08-01-2024 06-30-2024 183 259,990,422
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR RUS MID CAP ETF 151 $347,509 4,286 0.00 4,286 +Inf 06-30-2024
NOVARTIS AG SPONSORED ADR 152 $346,112 3,249 0.00 0.00 46 1.44 06-30-2024
TEXTRON INC COM 153 $326,388 3,801 0.00 0.00 -17 -0.45 06-30-2024
EXPEDITORS INTL WASH INC COM 154 $319,310 2,559 0.00 0.00 15 0.59 06-30-2024
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