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 |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 651 | $11,921 | 164 | 0.00 | 0.00 | 64 | 64.00 | 06-30-2023 |
| ISHARES TR | CORE S&P MCP ETF | 652 | $11,767 | 45 | 0.00 | 45 | +Inf | 06-30-2023 | |
| ISHARES TR | SELECT DIVID ETF | 653 | $11,330 | 100 | 0.00 | 0.00 | -14 | -12.28 | 06-30-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 EQL WGT | 654 | $11,080 | 74 | 0.00 | 74 | +Inf | 06-30-2023 |
