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 | MBS ETF | 601 | $12,964 | 139 | 0.00 | 0.00 | 59 | 73.75 | 06-30-2023 |
| ISHARES TR | ESG AW MSCI EAFE | 602 | $12,666 | 174 | 0.00 | 0.00 | 11 | 6.75 | 06-30-2023 |
| ISHARES TR | RUS 1000 VAL ETF | 603 | $12,627 | 80 | 0.00 | 0.00 | 0 | 0.00 | 06-30-2023 |
