Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HOWE & RUSLING INC | 08-11-2023 | 06-30-2023 | 384 | 893,703,447 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | INTRM GOV CR ETF | 1 | $31,292,969 | 304,110 | 0.00 | 0.00 | 12,576 | 4.31 | 06-30-2023 |
| APPLE INC | COM | 2 | $30,315,480 | 156,290 | 0.00 | 0.00 | -8,692 | -5.27 | 06-30-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 3 | $28,702,587 | 130,300 | 0.00 | 0.00 | 14,562 | 12.58 | 06-30-2023 |
| JPMORGAN CHASE & CO | COM | 4 | $28,051,344 | 192,872 | 0.00 | 0.00 | -351 | -0.18 | 06-30-2023 |
