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
GLOBAL X FDS US INFR DEV ETF 1501 $943 30 0.00 30 +Inf 06-30-2023
ISHARES TR MSCI USA MIN VOL 1502 $892 12 0.00 0.00 -138 -92.00 06-30-2023
WISDOMTREE TR INTL SMCAP DIV 1503 $833 14 0.00 0.00 -9 -39.13 06-30-2023
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 1504 $442 4 0.00 4 +Inf 06-30-2023
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