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 |
|---|---|---|---|---|---|---|---|---|---|
| Lockheed Martin Corp | COM | 51 | $175,856 | 372 | 0.00 | 0.00 | -5 | -1.33 | 03-31-2023 |
| iShares ESG MSCI USA ETF | ETF | 52 | $165,071 | 1,825 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2023 |
| Vanguard Growth ETF | ETF | 53 | $164,880 | 661 | 0.00 | 0.00 | -100 | -13.14 | 03-31-2023 |
| Vanguard REIT ETF | ETF | 54 | $159,105 | 1,916 | 0.00 | 0.00 | -11,943 | -86.18 | 03-31-2023 |
