Richards, Merrill & Peterson, Inc. ETFs

Richards, Merrill & Peterson, Inc.

$192 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SDG Ishares Trust Ishares Msci Glo	$0	$23.6 Million 0.01% of portfolio	326	Q4 2024 New
RECS Columbia ETF Tr I	$0	$23.2 Million 0.01% of portfolio	700	Q4 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$23.2 Million 0.01% of portfolio	190	Q4 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$21.4 Million 0.01% of portfolio	450	Q4 2024 New
XLI Industrial Sector Spdr	$0	$21 Million 0.01% of portfolio	160	Q4 2024 New
FXC Invesco Currency Shares Canadian Dollar Trust	$93.2M	$20.4 Million 0.01% of portfolio	300	Q1 2025 New
CGGO Capital Group Global Growth Eq	$0	$19.8 Million 0.01% of portfolio	700	Q1 2025 Reduced 13.04%
MOAT Vaneck Morningstar Wide Moat E	$0	$17.6 Million 0.01% of portfolio	200	Q4 2024 New
JEPI J P Morgan Exchange Traded Fd	$0	$14.3 Million 0.01% of portfolio	250	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$13.7 Million 0.01% of portfolio	62	Q4 2024 New
VIOO Vanguard S&P Small Cap 600 ETF	$0	$12.1 Million 0.01% of portfolio	125	Q1 2025 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$11 Million 0.01% of portfolio	200	Q1 2025 New
IWF Ishares Russell 1000 Gr ETF	$0	$10.5 Million 0.01% of portfolio	29	Q1 2025 New
GII Spdr S&P Global Infrasture ETF	$0	$10.4 Million 0.01% of portfolio	167	Q4 2024 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$10.2 Million 0.01% of portfolio	128	Q4 2024 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$9.74 Million 0.01% of portfolio	220	Q4 2024 New
IBB Ishares Biotechnology ETF	$0	$9.59 Million 0.0% of portfolio	75	Q1 2025 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$8.81 Million 0.0% of portfolio	80	Q4 2024 New
BITO Proshares Tr Bitcoin Strategy	$0	$8.24 Million 0.0% of portfolio	450	Q4 2024 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$8.11 Million 0.0% of portfolio	100	Q4 2024 New
XLP Consumer Staples Sector Spdr	$0	$7.76 Million 0.0% of portfolio	95	Q4 2024 New
ESML Ishares Esg Aware Msci Usa Sma	$0	$6.95 Million 0.0% of portfolio	181	Q4 2024 New
VONG Vanguard Russell 1000 Growth E	$0	$6.87 Million 0.0% of portfolio	74	Q1 2025 New
VBR Vanguard Small Cap Value ETF	$0	$5.96 Million 0.0% of portfolio	32	Q4 2024 New
IDV Ishares Tr	$0	$5.8 Million 0.0% of portfolio	187	Q4 2024 New
UDN Invesco Db Us Dollar Index Bearish Fund	$50M	$5.27 Million 0.0% of portfolio	300	Q4 2024 New
SDVY First Tr ETF Vi Smid Cap Risin	$0	$5.16 Million 0.0% of portfolio	154	Q1 2025 New
IYH Ishares Tr	$0	$4.69 Million 0.0% of portfolio	77	Q4 2024 New
HTRB Hartford Fds Total Return Bd E	$0	$2.54 Million 0.0% of portfolio	75	Q4 2024 New
FPX First Trust Us Equity Opportun	$0	$2.24 Million 0.0% of portfolio	20	Q1 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$2.22 Million 0.0% of portfolio	24	Q1 2025 New
BNDX Vanguard Total International B	$0	$879,000 0.0% of portfolio	18	Q1 2025 New
USHY Ishares Tr Broad Usd High Yiel	$0	$699,000 0.0% of portfolio	19	Q1 2025 New
EMB Ishares Tr	$0	$634,000 0.0% of portfolio	7	Q1 2025 New
TLT Ishares Barclays 20+ Year Trea	$0	$273,000 0.0% of portfolio	3	Q1 2025 New

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