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 |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL HLT | 551 | $17,400 | 58 | 0.00 | 0.00 | -19 | -24.68 | 06-30-2023 |
| ISHARES TR | MSCI EAFE ETF | 552 | $17,255 | 238 | 0.00 | 238 | +Inf | 06-30-2023 | |
| ISHARES INC | ESG AWR MSCI EM | 553 | $16,949 | 536 | 0.00 | 0.00 | 41 | 8.28 | 06-30-2023 |
| ISHARES TR | US OIL GS EX ETF | 554 | $16,744 | 197 | 0.00 | 0.00 | 1 | 0.51 | 06-30-2023 |
