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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD WORLD FDS | UTILITIES ETF | 401 | $48,196 | 339 | 0.00 | 0.00 | -90 | -20.98 | 06-30-2023 |
| SPDR SER TR | SPDR MSCI USA GE | 402 | $48,070 | 546 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| ISHARES TR | RUS 1000 ETF | 403 | $46,311 | 190 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
| VANGUARD WORLD FDS | MATERIALS ETF | 404 | $45,311 | 249 | 0.00 | 0.00 | 49 | 24.50 | 06-30-2023 |
