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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US TIPS ETF | 301 | $117,706 | 2,245 | 0.00 | 0.00 | -94 | -4.02 | 06-30-2023 |
| ISHARES TR | TIPS BD ETF | 302 | $109,507 | 1,018 | 0.00 | 0.00 | 28 | 2.83 | 06-30-2023 |
| ISHARES TR | RUS MID CAP ETF | 303 | $109,326 | 1,497 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| NORTHERN LTS FD TR IV | INSPIRE SML/ MID | 304 | $108,536 | 3,378 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
