Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
HOWARD FINANCIAL SERVICES LTD 01-09-2024 12-31-2023 156 518,733,379
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
ISHARES TR MSCI USA QLT FCT 1 $54,564,718 370,835 0.01 0.01 34,948 10.40 12-31-2023
SCHWAB STRATEGIC TR US DIVIDEND EQ 2 $46,255,054 607,580 0.01 0.01 -10,341 -1.67 12-31-2023
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 3 $37,532,305 237,847 0.01 0.01 -46,396 -16.32 12-31-2023
VANGUARD SPECIALIZED FUNDS DIV APP ETF 4 $30,607,564 179,622 0.01 0.01 7,142 4.14 12-31-2023
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