Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| IRONWOOD INVESTMENT COUNSEL LLC | 08-08-2023 | 06-30-2023 | 217 | 444,523,793 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| Schwab U.S. Dividend Equity ETF | US DIVIDEND EQ | 151 | $403,551 | 5,557 | 0.00 | 0.00 | -87 | -1.54 | 06-30-2023 |
| Hershey Company | COM | 152 | $392,358 | 1,571 | 0.00 | 0.00 | -221 | -12.33 | 06-30-2023 |
| Equifax Inc | COM | 153 | $388,245 | 1,650 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| iShares S&P 600 Small Cap Index | CORE S&P SCP ETF | 154 | $387,617 | 3,889 | 0.00 | 0.00 | 7 | 0.18 | 06-30-2023 |
