Cary Street Partners Financial LLC ETFs

Cary Street Partners Financial LLC

$3.07 Trillion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$6.02 Billion 0.2% of portfolio	53,432	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$5.93 Billion 0.19% of portfolio	95,123	Q4 2024 New
XLK Technology Sector Spdr	$0	$5.91 Billion 0.19% of portfolio	25,436	Q4 2024 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$5.67 Billion 0.18% of portfolio	117,746	Q4 2024 New
BND Vanguard Bd Index Fd Inc Total	$0	$5.43 Billion 0.18% of portfolio	75,505	Q4 2024 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$5.18 Billion 0.17% of portfolio	51,616	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$5 Billion 0.16% of portfolio	51,614	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$5 Billion 0.16% of portfolio	22,628	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$4.72 Billion 0.15% of portfolio	37,000	Q4 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$4.43 Billion 0.14% of portfolio	47,755	Q4 2024 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$4.43 Billion 0.14% of portfolio	78,393	Q4 2024 New
VIG Vanguard Dividend Appreciation	$0	$4.33 Billion 0.14% of portfolio	22,103	Q4 2024 New
FLQH Franklin Templeton Libertyq In	$0	$4.24 Billion 0.14% of portfolio	141,154	Q4 2024 New
XLV Select Sector Spdr Fund Health	$0	$3.82 Billion 0.12% of portfolio	27,739	Q4 2024 New
SHV Ishares Tr	$0	$3.51 Billion 0.11% of portfolio	31,914	Q4 2024 New
PFF Ishares Trust Ishares Pfd And	$0	$3.5 Billion 0.11% of portfolio	111,193	Q4 2024 New
GLD Spdr Gold Trust	$93.5B	$3.41 Billion 0.11% of portfolio	14,064	Q4 2024 New
DYNF Blackrock ETF Tr U S Equity Fa	$0	$3.37 Billion 0.11% of portfolio	65,698	Q4 2024 New
INDA Ishares Msci India Index Fund	$0	$3.29 Billion 0.11% of portfolio	62,466	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$3.24 Billion 0.11% of portfolio	17,496	Q4 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$3.24 Billion 0.11% of portfolio	15,391	Q4 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$3.21 Billion 0.1% of portfolio	66,398	Q4 2024 New
XJH Ishares Tr Esg Screened S&P Mi	$0	$3.09 Billion 0.1% of portfolio	73,969	Q4 2024 New
IVW Ishares S&P 500 Growth ETF	$0	$3.03 Billion 0.1% of portfolio	29,886	Q4 2024 New
IEFA Ishares Tr	$0	$2.99 Billion 0.1% of portfolio	42,612	Q4 2024 New
SCHV Schwab Strategic Tr Us Large C	$0	$2.8 Billion 0.09% of portfolio	107,520	Q4 2024 New
BNDX Vanguard Total International B	$0	$2.78 Billion 0.09% of portfolio	79,218	Q4 2024 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$2.74 Billion 0.09% of portfolio	52,933	Q4 2024 New
VGT Vanguard Information Technolog	$0	$2.73 Billion 0.09% of portfolio	4,394	Q4 2024 New
KRE Spdr S&P Regional Banking ETF	$0	$2.72 Billion 0.09% of portfolio	45,060	Q4 2024 New
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$2.68 Billion 0.09% of portfolio	53,525	Q4 2024 New
XLU Utilities Sector Spdr	$0	$2.66 Billion 0.09% of portfolio	35,173	Q4 2024 New
FLTR Vaneck ETF Tr Investment Grade	$0	$2.6 Billion 0.08% of portfolio	102,017	Q4 2024 New
USMV Ishares Msci Usa Min Vol Facto	$0	$2.56 Billion 0.08% of portfolio	28,788	Q4 2024 New
XLC Select Sector Spdr Tr Communic	$0	$2.53 Billion 0.08% of portfolio	26,131	Q4 2024 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$2.51 Billion 0.08% of portfolio	37,037	Q4 2024 New
VBR Vanguard Small Cap Value ETF	$0	$2.38 Billion 0.08% of portfolio	11,987	Q4 2024 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$2.33 Billion 0.08% of portfolio	52,846	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$2.32 Billion 0.08% of portfolio	30,659	Q4 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$2.26 Billion 0.07% of portfolio	39,877	Q4 2024 New
XLF Financial Sector Spdr	$0	$2.21 Billion 0.07% of portfolio	45,668	Q4 2024 New
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$2.2 Billion 0.07% of portfolio	91,598	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short	$0	$2.19 Billion 0.07% of portfolio	28,347	Q4 2024 New
DFNM Dimensional ETF Tr Natl Mun Bd	$0	$2.16 Billion 0.07% of portfolio	45,291	Q4 2024 New
XLE Energy Sector Spdr	$0	$2.13 Billion 0.07% of portfolio	24,841	Q4 2024 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$2.03 Billion 0.07% of portfolio	86,289	Q4 2024 New
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$2.01 Billion 0.07% of portfolio	21,951	Q4 2024 New
XLI Industrial Sector Spdr	$0	$1.97 Billion 0.06% of portfolio	14,955	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$1.97 Billion 0.06% of portfolio	23,987	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$1.9 Billion 0.06% of portfolio	14,393	Q4 2024 New

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