Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| GSB WEALTH MANAGEMENT LLC | 05-01-2024 | 03-31-2024 | 215 | 355,375,727 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GRAINGER W W INC | COM | 151 | $945,611 | 930 | 0.00 | 0.00 | -16 | -1.69 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 152 | $898,624 | 4,921 | 0.00 | 0.00 | 1,185 | 31.72 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 153 | $895,464 | 19,467 | 0.00 | 0.00 | -83,264 | -81.05 | 03-31-2024 |
| EMERSON ELEC CO | COM | 154 | $891,056 | 7,856 | 0.00 | 0.00 | 26 | 0.33 | 03-31-2024 |
