Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| JOHNSON INVESTMENT COUNSEL INC | 02-07-2023 | 12-31-2023 | 711 | 8,511,134,752 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| BROADRIDGE FINANCIAL SOLUTIONS | CS | 1151 | $1,063,367 | 5,168 | 0.00 | 0.00 | -35 | -0.67 | 12-31-2023 |
| VANGUARD FTSE EMERGING MARKETS | EF | 1152 | $1,056,479 | 25,705 | 0.00 | 0.00 | -893 | -3.36 | 12-31-2023 |
| VANGUARD MID-CAP VALUE ETF | EF | 1153 | $1,049,530 | 7,238 | 0.00 | 0.00 | 676 | 10.30 | 12-31-2023 |
| DIMENSIONAL US MARKETWIDE VALU | EF | 1154 | $1,049,226 | 28,190 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
