Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
ACCREDITED INVESTORS INC 02-07-2024 12-31-2023 195 1,410,569,478
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
UNITED PARCEL SERVICE INC CL B 1 $123,386,130 784,749 0.01 0.01 0 0.00 12-31-2023
ISHARES TR CORE S&P MCP ETF 2 $81,496,261 294,051 0.01 0.00 106,739 56.98 12-31-2023
ISHARES TR CORE S&P SCP ETF 3 $81,293,564 750,980 0.01 0.01 -7,079 -0.93 12-31-2023
AMERICAN CENTY ETF TR INTL SMCP VLU 4 $78,491,412 1,256,064 0.01 0.00 442,880 54.46 12-31-2023
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