Cbiz Investment Advisory Services, LLC ETFs

Cbiz Investment Advisory Services, LLC

$2.04 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$53,000 0.0% of portfolio	585	Q1 2025 Added 0.69%
BGRN Ishares Trust Ishares Usd Gre	$0	$50,000 0.0% of portfolio	1,068	Q1 2025 Added 0.66%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$48,000 0.0% of portfolio	500	Q1 2025 New
VBR Vanguard Small Cap Value ETF	$0	$46,000 0.0% of portfolio	248	Q1 2025 New
SPYD Spdr Portfolio S&P 500 High Di	$0	$45,000 0.0% of portfolio	1,032	Q1 2025 Added 0.98%
XLE Energy Sector Spdr	$0	$40,000 0.0% of portfolio	434	Q1 2025 Reduced 13.55%
VBK Vanguard Small Cap Growth ETF	$0	$39,000 0.0% of portfolio	156	Q1 2025 New
SCHA Schwab Strategic Tr Us Small C	$0	$37,000 0.0% of portfolio	1,588	Q1 2025 New
VIG Vanguard Dividend Appreciation	$0	$37,000 0.0% of portfolio	208	Q1 2025 New
SIVR Abrdn Silver ETF Trust	$1.72B	$32,000 0.0% of portfolio	990	Q4 2024 New
MDY Spdr S&P Midcap 400 ETF Trust	$0	$26,000 0.0% of portfolio	50	Q4 2024 Added 2.04%
JCPB J P Morgan Exchange Traded Fd	$0	$24,000 0.0% of portfolio	516	Q1 2025 New
IEF Ishares Barclays	$0	$24,000 0.0% of portfolio	254	Q1 2025 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$23,000 0.0% of portfolio	428	Q4 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$19,000 0.0% of portfolio	99	Q1 2025 New
IWY Ishares Tr Russell 200 Growth	$0	$16,000 0.0% of portfolio	80	Q1 2025 New
DHS Wisdomtree Tr U.S	$0	$16,000 0.0% of portfolio	167	Q1 2024 New
XLF Financial Sector Spdr	$0	$15,000 0.0% of portfolio	316	Q1 2025 Reduced 46.26%
UCON First Tr ETF Viii Tcw Unconstr	$0	$14,000 0.0% of portfolio	596	Q1 2025 New
ONEQ Fidelity Nasdaq Composite Inde	$0	$14,000 0.0% of portfolio	212	Q1 2025 New
IBB Ishares Biotechnology ETF	$0	$14,000 0.0% of portfolio	113	Q1 2025 New
RWO Spdr Dow Jones Global Real Est	$0	$14,000 0.0% of portfolio	334	Q1 2025 Reduced 75.3%
SDVY First Tr ETF Vi Smid Cap Risin	$0	$12,000 0.0% of portfolio	378	Q1 2025 New
DGRO Ishares Core Dividend Growth E	$0	$12,000 0.0% of portfolio	206	Q1 2025 New
BSJP Invesco Et Sf Idxd Fd Tr Bulle	$0	$11,000 0.0% of portfolio	484	Q1 2025 Added 1.26%
SCHD Schwab Strategic Tr Us Dividen	$0	$11,000 0.0% of portfolio	416	Q1 2025 New
RWL Invesco Exchange Traded Fd Tr	$0	$11,000 0.0% of portfolio	115	Q1 2025 New
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$11,000 0.0% of portfolio	476	Q1 2025 Added 1.49%
BSJR Invesco Indx Tr	$0	$10,000 0.0% of portfolio	484	Q1 2025 Added 1.47%
XMMO Invesco Exchange Traded Fd Tr	$0	$9,000 0.0% of portfolio	87	Q1 2025 New
RFV Invesco Exchange Traded Fd Tr	$0	$9,000 0.0% of portfolio	80	Q1 2025 Added 1.27%
RPG Invesco Exchange Traded Fd Tr	$0	$8,000 0.0% of portfolio	228	Q4 2024 Added 0.44%
PICK Ishares Inc Msci Global Select	$0	$8,000 0.0% of portfolio	242	Q4 2024 Added 2.11%
USIG Ishares Tr Broad Usd Inbd Etfv	$0	$8,000 0.0% of portfolio	170	Q1 2025 New
IHF Ishares Tr	$0	$8,000 0.0% of portfolio	163	Q1 2025 New
SCHF Schwab Strategic Tr Intl Eqty	$0	$8,000 0.0% of portfolio	446	Q1 2025 New
AIRR First Tr Vi Rba Amern Indl Ren	$0	$7,000 0.0% of portfolio	103	Q1 2025 New
RPV Invesco Exchange Traded Fd Tr	$0	$7,000 0.0% of portfolio	86	Q1 2025 Added 1.18%
SLYG Spdr S&P 600 Small Cap Growth	$0	$7,000 0.0% of portfolio	93	Q1 2025 Reduced 98.94%
IYK Ishares U.S. Consumer Staples	$0	$7,000 0.0% of portfolio	107	Q1 2025 New
RFG Invesco Exchange Traded Fd Tr	$0	$6,000 0.0% of portfolio	142	Q1 2024 New
RZV Invesco Fd Tr	$0	$6,000 0.0% of portfolio	67	Q4 2024 Added 1.52%
VFH Vanguard Financial ETF	$0	$6,000 0.0% of portfolio	53	Q1 2024 New
GDX Vaneck ETF Tr Gold Miners ETF	$0	$6,000 0.0% of portfolio	148	Q4 2024 Added 1.37%
CALF Pacer Fds Tr Pacer Us Small Ca	$0	$5,000 0.0% of portfolio	151	Q4 2024 New
IGLB Ishares 10+ Year Investment Gr	$0	$4,000 0.0% of portfolio	81	Q1 2025 New
SLVP Ishares Msci Global Silver And	$0	$4,000 0.0% of portfolio	318	Q1 2025 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$4,000 0.0% of portfolio	74	Q1 2025 New
TLT Ishares Barclays 20+ Year Trea	$0	$4,000 0.0% of portfolio	45	Q1 2025 New
SHM Spdr Nuveen Bloomberg Short Te	$0	$3,000 0.0% of portfolio	84	Q1 2025 Added 1.2%

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