Cadence Bank ETFs

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JPST Jp Morgan ETF Tr Ultra Short I	$0	$506,000 0.03% of portfolio	9,993	Q1 2025 Added 17.66%
GLD Spdr Gold Trust	$123B	$479,000 0.03% of portfolio	1,573	Q2 2025 Reduced 6.81%
VGSH Vanguard	$0	$450,000 0.03% of portfolio	7,662	Q2 2025 Added 19.63%
IWN Ishares Russell2000 Val ETF	$0	$435,000 0.03% of portfolio	2,762	Q2 2025 Reduced 0.11%
IWR Ishares Russell Mid Cap ETF	$0	$431,000 0.03% of portfolio	4,696	Q2 2025 Reduced 0.32%
MGK Vanguard Mega Cap Growth ETF	$0	$419,000 0.03% of portfolio	1,146	Q1 2025 Reduced 0.87%
VGT Vanguard Information Technolog	$0	$404,000 0.03% of portfolio	610	Q4 2024 Added 35.56%
IEMG Ishares Inc	$0	$396,000 0.03% of portfolio	7,387	Q2 2025 Added 2.64%
VEGN ETF Ser Solutions Us Vegan Cli	$0	$395,000 0.03% of portfolio	7,056	Q1 2025 Reduced 1.47%
VBR Vanguard Small Cap Value ETF	$0	$351,000 0.02% of portfolio	1,805	Q2 2025 Added 0.28%
MLPA Global X Mlp ETF	$0	$340,000 0.02% of portfolio	6,791	Q1 2023 New
OUNZ Van Eck Merk Gold Trust	$1.37B	$332,000 0.02% of portfolio	10,419	Q2 2025 Added 11.76%
DFAS Dimensional ETF Tr U S Small C	$0	$331,000 0.02% of portfolio	5,210	Q1 2025 Reduced 5.01%
QUAL Ishares Msci Usa Quality Facto	$0	$328,000 0.02% of portfolio	1,795	Q2 2025 Added 11.21%
VGIT Vanguard Intermediate Term Tre	$0	$327,000 0.02% of portfolio	5,475	Q2 2025 Added 2.22%
VTV Vanguard Value ETF	$0	$294,000 0.02% of portfolio	1,664	Q2 2025 Added 1.46%
XLV Select Sector Spdr Fund Health	$0	$288,000 0.02% of portfolio	2,142	Q2 2025 Added 4.49%
ULST Ssga Active ETF Tr Ssga Ultra	$0	$268,000 0.02% of portfolio	6,605	Q1 2023 New
SHY Ishares Barclays 1 3 Year Trea	$0	$261,000 0.02% of portfolio	3,150	Q2 2025 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$253,000 0.02% of portfolio	5,191	Q1 2025 New
MTUM Ishares Msci Usa Momentum Fact	$0	$250,000 0.02% of portfolio	1,041	Q2 2025 Reduced 3.34%
SPGP Invesco Exchange Traded Fd Tr	$0	$245,000 0.02% of portfolio	2,281	Q4 2024 New
ICF Ishares Tr	$0	$244,000 0.02% of portfolio	4,000	Q4 2024 Reduced 1.48%
IWV Ishares Russell 3000 ETF	$0	$239,000 0.02% of portfolio	682	Q3 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$231,000 0.02% of portfolio	4,674	Q2 2025 Added 1.85%
VFH Vanguard Financial ETF	$0	$230,000 0.02% of portfolio	1,808	Q4 2024 New
JPEM Jp Morgan Diversified Return	$0	$230,000 0.02% of portfolio	4,093	Q1 2025 Reduced 14.07%
USMV Ishares Msci Usa Min Vol Facto	$0	$228,000 0.02% of portfolio	2,439	Q2 2025 Reduced 9.33%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$223,000 0.01% of portfolio	2,433	Q2 2025 New
IGV Ishares Expanded Tech Software	$0	$221,000 0.01% of portfolio	2,022	Q2 2025 New
SMLF Ishares Msci Usa Small Cap Mul	$0	$214,000 0.01% of portfolio	3,160	Q2 2025 New
DGRS Wisdomtree Tr Us Small Cap Qua	$0	$214,000 0.01% of portfolio	4,617	Q1 2025 Reduced 28.85%
IUSB Ishares Core Total Usd Bond Ma	$0	$214,000 0.01% of portfolio	4,640	Q2 2025 Reduced 8.1%
DFIV Dimensional ETF Tr	$0	$213,000 0.01% of portfolio	4,992	Q2 2025 New
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$211,000 0.01% of portfolio	1,881	Q2 2025 New
VFMO Vanguard Wellington Fd U S Mom	$0	$207,000 0.01% of portfolio	1,200	Q2 2025 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$204,000 0.01% of portfolio	5,701	Q2 2025 New
XME Spdr Ser Tr Spdr S&P Metals &	$0	$201,000 0.01% of portfolio	3,000	Q2 2025 New
NFRA Flexshares Stoxx Global Broad	$0	$200,000 0.01% of portfolio	3,237	Q2 2025 New

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