Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
LOWE WEALTH ADVISORS LLC 04-05-2023 03-31-2023 351 185,809,568
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
SPDR S&P 500 ETF ETF 1 $57,400,172 140,209 0.03 0.03 -1,880 -1.32 03-31-2023
iShares Tr MSCI USA MinVolatility ETF 2 $18,524,221 254,663 0.01 0.01 -15,923 -5.88 03-31-2023
Invesco QQQ Trust UNIT SER 1 3 $16,583,904 51,675 0.01 0.01 -1,116 -2.11 03-31-2023
Vanguard Short-Term Corporate Bond ETF ETF 4 $11,777,318 154,497 0.01 0.01 -2,518 -1.60 03-31-2023
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