Mpwm Advisory Solutions, LLC ETFs

Mpwm Advisory Solutions, LLC

$158 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VCIT Vanguard Intermediate Term Cor	$0	$13.2 Million 0.01% of portfolio	159	Q2 2025 Added 0.63%
FMHI First Tr ETF Iii Municipal Hig	$0	$12.9 Million 0.01% of portfolio	276	Q4 2024 New
CTA Simplify Exch Traded Fds Simpl	$0	$12.9 Million 0.01% of portfolio	481	Q4 2024 New
PNQI Invesco Nasdaq Internet ETF	$0	$12 Million 0.01% of portfolio	230	Q2 2025 Added 15.0%
DGRW Wisdomtree Tr Us Quality Divid	$0	$11.9 Million 0.01% of portfolio	142	Q1 2025 Reduced 64.05%
SPIB Spdr Portfolio Intermediate Te	$0	$11.6 Million 0.01% of portfolio	345	Q4 2024 New
SCHD Schwab Strategic Tr Us Dividen	$0	$11.3 Million 0.01% of portfolio	426	Q2 2025 Reduced 86.11%
LGOV First Tr ETF Iv Long Duration	$0	$10.7 Million 0.01% of portfolio	500	Q2 2025 New
QTEC First Trust Nasdaq 100 Technol	$0	$10.6 Million 0.01% of portfolio	50	Q2 2025 New
IAGG Ishares Tr Core Intl Aggregate	$0	$9.86 Million 0.01% of portfolio	193	Q4 2024 New
XYLD Global X Fds S&P 500 Covered C	$0	$9.74 Million 0.01% of portfolio	250	Q4 2024 New
DDIV First Tr Exchnge Traded Fd Vi	$0	$9.67 Million 0.01% of portfolio	253	Q2 2025 New
AIQ Global X Funds Global X Artifi	$0	$9.13 Million 0.01% of portfolio	209	Q2 2025 Added 20.11%
IYW Ishares Dj Us Tech ETF	$0	$9.01 Million 0.01% of portfolio	52	Q4 2024 New
RWO Spdr Dow Jones Global Real Est	$0	$8.43 Million 0.01% of portfolio	191	Q2 2025 Reduced 7.28%
XLC Select Sector Spdr Tr Communic	$0	$8.25 Million 0.01% of portfolio	76	Q2 2025 New
JVAL J P Morgan ETF Tr U S Value Fa	$0	$6.99 Million 0.0% of portfolio	158	Q4 2024 New
FTEC Fidelity Covington Tr Msci Inf	$0	$6.34 Million 0.0% of portfolio	32	Q4 2024 New
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$6.3 Million 0.0% of portfolio	60	Q4 2024 New
DFAE Dimensional ETF Tr	$0	$5.79 Million 0.0% of portfolio	200	Q4 2024 New
BNDX Vanguard Total International B	$0	$5.5 Million 0.0% of portfolio	111	Q4 2024 New
MBB Ishares Tr	$0	$5.35 Million 0.0% of portfolio	57	Q4 2024 New
CGDV Capital Group Divid Value ETF	$0	$5.06 Million 0.0% of portfolio	128	Q2 2025 Added 42.22%
ICLN Ishares	$0	$4.94 Million 0.0% of portfolio	377	Q4 2024 New
JNK Spdr Bloomberg High Yield Bond	$0	$4.77 Million 0.0% of portfolio	49	Q4 2024 New
PFF Ishares Trust Ishares Pfd And	$0	$4.63 Million 0.0% of portfolio	151	Q2 2025 Reduced 91.89%
NEAR Blackrock Short Maturity Bond	$0	$4.53 Million 0.0% of portfolio	89	Q2 2025 Added 1.14%
VOT Vanguard Mid Cap Growth Index	$0	$3.13 Million 0.0% of portfolio	11	Q2 2025 New
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$3.09 Million 0.0% of portfolio	7	Q1 2025 Reduced 97.18%
EWJ Ishares Msci Japan ETF	$0	$3 Million 0.0% of portfolio	40	Q2 2025 New
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$2.79 Million 0.0% of portfolio	70	Q2 2025 Reduced 36.94%
FIW First Trust Water ETF	$0	$2.7 Million 0.0% of portfolio	25	Q2 2025 New
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$2.61 Million 0.0% of portfolio	30	Q1 2025 New
ITA Ishares Tr	$0	$2.26 Million 0.0% of portfolio	12	Q2 2025 New
AVDV American Centy ETF Tr Avantis	$0	$2.11 Million 0.0% of portfolio	27	Q2 2025 Added 3.85%
IFRA Ishares Tr	$0	$1.97 Million 0.0% of portfolio	40	Q4 2024 New
BLV Vanguard Bd Index Fd Inc Long	$0	$1.88 Million 0.0% of portfolio	27	Q4 2024 New
COMT Ishares U.S. ETF Trust Gsci CO	$0	$1.55 Million 0.0% of portfolio	60	Q4 2024 New
USFR Wisdomtree Floating Rate Treas	$0	$1.41 Million 0.0% of portfolio	28	Q2 2025 Reduced 36.36%
VBR Vanguard Small Cap Value ETF	$0	$1.37 Million 0.0% of portfolio	7	Q2 2025 Reduced 79.41%
FXD First Tr Exchange Traded Fd	$0	$1.27 Million 0.0% of portfolio	20	Q2 2025 New
DFIS Dimensional ETF Tr Dimensional	$0	$1.19 Million 0.0% of portfolio	40	Q4 2024 New
KRE Spdr S&P Regional Banking ETF	$0	$1.13 Million 0.0% of portfolio	19	Q2 2025 Reduced 98.76%
IYE Ishares Tr	$0	$904,000 0.0% of portfolio	20	Q4 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$844,000 0.0% of portfolio	16	Q4 2024 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$829,000 0.0% of portfolio	10	Q4 2024 New
XLE Energy Sector Spdr	$0	$339,000 0.0% of portfolio	4	Q1 2025 Reduced 99.34%
XLU Utilities Sector Spdr	$0	$327,000 0.0% of portfolio	4	Q2 2025 Reduced 90.7%
XLV Select Sector Spdr Fund Health	$0	$270,000 0.0% of portfolio	2	Q4 2024 New
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$206,000 0.0% of portfolio	5	Q1 2025 New

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