Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VAUGHAN & CO SECURITIES INC | 05-01-2024 | 03-31-2024 | 56 | 157,106,986 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 2000 GRW ETF | 1 | $19,024,520 | 70,253 | 0.01 | 0.01 | -153 | -0.22 | 03-31-2024 |
| GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 2 | $18,926,909 | 182,358 | 0.01 | 0.01 | -365 | -0.20 | 03-31-2024 |
| ISHARES TR | RUS 1000 GRW ETF | 3 | $18,789,278 | 55,746 | 0.01 | 0.01 | -315 | -0.56 | 03-31-2024 |
| ISHARES TR | CORE HIGH DV ETF | 4 | $17,102,705 | 155,183 | 0.01 | 0.01 | 4,652 | 3.09 | 03-31-2024 |
