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 INTL SEL DIV ETF 1001 $3,713 141 0.00 0.00 88 166.04 06-30-2023
ISHARES TR 20 YR TR BD ETF 1002 $3,631 35 0.00 35 +Inf 06-30-2023
ISHARES TR ROBOTICS ARTIF 1003 $3,304 100 0.00 100 +Inf 06-30-2023
ISHARES TR AGENCY BOND ETF 1004 $3,209 30 0.00 0.00 -127 -80.89 06-30-2023
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