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 | ISHS 1-5YR INVS | 451 | $32,611 | 650 | 0.00 | 0.00 | 449 | 223.38 | 06-30-2023 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 452 | $30,558 | 430 | 0.00 | 0.00 | -197 | -31.42 | 06-30-2023 |
| VANGUARD BD INDEX FDS | INTERMED TERM | 453 | $26,669 | 354 | 0.00 | 0.00 | -591 | -62.54 | 06-30-2023 |
| ISHARES TR | PFD AND INCM SEC | 454 | $26,353 | 852 | 0.00 | 0.00 | 262 | 44.41 | 06-30-2023 |
