Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RITTER DANIHER FINANCIAL ADVISORY LLC | 05-12-2022 | 03-31-2022 | 242 | 145,017,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 VAL ETF | 51 | $272,000 | 1,638 | 0.19 | 0.18 | 0 | 0.00 | 03-31-2022 |
| ISHARES TR | MSCI KLD400 SOC | 52 | $260,000 | 3,000 | 0.18 | 0.19 | 0 | 0.00 | 03-31-2022 |
| VANECK MERK GOLD TR | GOLD TRUST | 53 | $257,000 | 13,635 | 0.18 | 0.16 | 0 | 0.00 | 03-31-2022 |
| ISHARES TR | RUS MDCP VAL ETF | 54 | $247,000 | 2,063 | 0.17 | 0.15 | 253 | 13.98 | 03-31-2022 |
