Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HARBORVIEW ADVISORS LLC | 08-12-2021 | 06-30-2021 | 102 | 178,626,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| PIMCO ETF TR | INTER MUN BD ACT | 51 | $718,000 | 12,640 | 0.40 | 0.46 | -763 | -5.69 | 06-30-2021 |
| NUSHARES ETF TR | NUVEEN ESG MIDVL | 52 | $717,000 | 19,785 | 0.40 | 0.37 | 1,901 | 10.63 | 06-30-2021 |
| ISHARES TR | RUS 1000 GRW ETF | 53 | $701,000 | 2,583 | 0.39 | 0.40 | -131 | -4.83 | 06-30-2021 |
| SELECT SECTOR SPDR TR | FINANCIAL | 54 | $675,000 | 18,410 | 0.38 | 18,410 | +Inf | 06-30-2021 |
