Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RITTER DANIHER FINANCIAL ADVISORY LLC | 05-12-2022 | 03-31-2022 | 242 | 145,017,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | EAFE GRWTH ETF | 101 | $82,000 | 850 | 0.06 | 0.06 | 0 | 0.00 | 03-31-2022 |
| CANADIAN NATL RY CO | COM | 102 | $80,000 | 600 | 0.06 | 0.05 | 0 | 0.00 | 03-31-2022 |
| ISHARES TR | RUS 1000 GRW ETF | 103 | $77,000 | 277 | 0.05 | 0.06 | 0 | 0.00 | 03-31-2022 |
| BLACKSTONE INC | COM | 104 | $76,000 | 600 | 0.05 | 600 | +Inf | 03-31-2022 |
