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 S&P MC 400GR ETF 801 $5,713 76 0.00 0.00 30 65.22 06-30-2023
GLOBAL X FDS GLBL X MLP ETF 802 $5,581 130 0.00 130 +Inf 06-30-2023
ISHARES INC MSCI GBL ETF NEW 803 $5,463 135 0.00 0.00 0 0.00 06-30-2023
ISHARES TR EXPANDED TECH 804 $5,189 15 0.00 0.00 -185 -92.50 06-30-2023
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