Aviance Capital Partners, LLC ETFs

Aviance Capital Partners, LLC

$720 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FAD First Tr Multi Cap Growth Alph	$0	$436,000 0.06% of portfolio	2,975	Q1 2025 New
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$413,000 0.06% of portfolio	10,172	Q2 2025 Added 0.04%
ISTB Ihares Core 1 5 Years Usd Bond	$0	$398,000 0.06% of portfolio	8,198	Q2 2025 Reduced 3.26%
SCHF Schwab Strategic Tr Intl Eqty	$0	$396,000 0.06% of portfolio	17,944	Q2 2025 Added 0.92%
XSMO Invesco S&P Smallcap Momentum	$0	$352,000 0.05% of portfolio	5,187	Q1 2025 New
VO Vanguard Mid Cap ETF	$0	$342,000 0.05% of portfolio	1,223	Q1 2025 New
JPSE J P Morgan Diversified Return	$0	$323,000 0.04% of portfolio	7,113	Q1 2025 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$322,000 0.04% of portfolio	7,638	Q1 2025 New
MUB Ishares National Muni Bond ETF	$0	$320,000 0.04% of portfolio	3,069	Q1 2025 Reduced 7.11%
SCHX Schwab Strategic Tr Us Large C	$0	$318,000 0.04% of portfolio	13,035	Q2 2025 Added 1.5%
VYM Vanguard Whitehall Fds (Vangua	$0	$316,000 0.04% of portfolio	2,377	Q1 2025 Reduced 4.04%
ICSH Blackrock Ultra Short Term Bon	$0	$257,000 0.04% of portfolio	5,079	Q2 2025 Reduced 84.96%
ACWX Ishares Msci Acwi Ex Us ETF	$0	$255,000 0.04% of portfolio	4,197	Q2 2025 Added 1.43%
VTV Vanguard Value ETF	$0	$251,000 0.03% of portfolio	1,421	Q1 2025 Reduced 6.76%
INFL Listed Fds Tr Horizon Kinetics	$0	$248,000 0.03% of portfolio	5,897	Q2 2025 Added 0.1%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$243,000 0.03% of portfolio	6,011	Q1 2025 New
VB Vanguard Small Cap ETF	$0	$233,000 0.03% of portfolio	984	Q1 2025 New
VV Vanguard Large Cap ETF	$0	$232,000 0.03% of portfolio	814	Q2 2024 New
IWO Ishares Russell 2000 Gwt ETF	$0	$225,000 0.03% of portfolio	790	Q4 2024 New
FDLO Fidelity Covington Tr Low Vola	$0	$222,000 0.03% of portfolio	3,546	Q2 2024 New
IVE Ishares S&P 500 Value ETF	$0	$216,000 0.03% of portfolio	1,110	Q4 2024 Added 1.83%
IHF Ishares Tr	$0	$206,000 0.03% of portfolio	4,250	Q1 2024 Added 400.0%
SCHG Schwab Strategic Tr Us Large C	$0	$200,000 0.03% of portfolio	6,878	Q2 2025 New
RYT Invesco S&P 500 Equal Weight T	$0	$0 0.0% of portfolio	11,550	Q3 2023 Added 719.15%

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