Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ARBOR TRUST WEALTH ADVISORS LLC | 04-15-2024 | 03-31-2024 | 98 | 182,022,212 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 1 | $9,898,718 | 125,364 | 0.01 | 0.01 | 2,716 | 2.21 | 03-31-2024 |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 2 | $9,110,487 | 238,058 | 0.01 | 0.00 | 24,380 | 11.41 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 3 | $8,377,150 | 91,165 | 0.00 | 0.00 | 1,199 | 1.33 | 03-31-2024 |
| ABBVIE INC | COM | 4 | $7,871,051 | 46,566 | 0.00 | 0.00 | 13 | 0.03 | 03-31-2024 |
