Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SHAKESPEARE WEALTH MANAGEMENT INC | 02-12-2024 | 12-31-2023 | 83 | 323,319,488 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| iShares Russell 2000 Value | RUS 2000 VAL ETF | 51 | $1,620,092 | 10,430 | 0.00 | 0.00 | 269 | 2.65 | 12-31-2023 |
| iShares Russell 2000 Growth | RUS 2000 GRW ETF | 52 | $1,459,597 | 5,787 | 0.00 | 0.00 | -360 | -5.86 | 12-31-2023 |
| S&P Midcap I Fund | CORE S&P MCP ETF | 53 | $1,360,529 | 4,909 | 0.00 | 0.00 | -268 | -5.18 | 12-31-2023 |
| Choiceone Finl Svcs | COM | 54 | $1,301,975 | 44,436 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
