Dynamic Advisor Solutions LLC ETFs

Dynamic Advisor Solutions LLC

$2.97 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IBB Ishares Biotechnology ETF	$0	$737,000 0.02% of portfolio	5,662	Q1 2025 Added 2.81%
SHYG Ishares 0 5 Year High Yield CO	$0	$719,000 0.02% of portfolio	16,931	Q1 2025 Added 12.75%
FLTB Fidelity Merrimack Str Tr LTD	$0	$715,000 0.02% of portfolio	14,298	Q1 2025 Reduced 1.39%
AVUS American Centy ETF Tr Avantis	$0	$714,000 0.02% of portfolio	7,739	Q1 2025 Added 8.0%
QQQM Invesco Exchange Traded Fd Tr	$0	$712,000 0.02% of portfolio	3,691	Q1 2025 Reduced 22.43%
STLG Ishares Factors Us Growth Styl	$0	$705,000 0.02% of portfolio	14,018	Q1 2025 Added 61.14%
JPIB Jpmorgan International Bond Op	$0	$702,000 0.02% of portfolio	14,662	Q1 2025 Reduced 5.37%
XLRE Select Sector Spdr Tr Real Est	$0	$690,000 0.02% of portfolio	16,670	Q1 2025 New
PPH Vaneck ETF Tr Vaneck Pharmaceu	$0	$675,000 0.02% of portfolio	7,447	Q1 2025 New
JEMA Jpmorgan Activebuilders Emergi	$0	$660,000 0.02% of portfolio	17,257	Q1 2025 Reduced 7.17%
IUSB Ishares Core Total Usd Bond Ma	$0	$656,000 0.02% of portfolio	14,240	Q1 2025 Reduced 6.86%
DFIP Dimensional ETF Tr Inflation P	$0	$647,000 0.02% of portfolio	15,384	Q1 2025 Added 17.9%
IVE Ishares S&P 500 Value ETF	$0	$640,000 0.02% of portfolio	3,362	Q1 2025 Reduced 14.17%
IXN Ishares Global Information Tec	$0	$625,000 0.02% of portfolio	8,265	Q1 2025 Reduced 0.22%
HSCZ Ishares Tr Currency Hedged Msc	$0	$617,000 0.02% of portfolio	19,180	Q1 2025 Added 2.99%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$616,000 0.02% of portfolio	12,325	Q1 2025 Reduced 5.22%
XMMO Invesco Exchange Traded Fd Tr	$0	$595,000 0.02% of portfolio	5,238	Q1 2025 Added 14.89%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$583,000 0.02% of portfolio	5,796	Q1 2025 Added 17.0%
PHO Invesco Exchange Traded Fd Tr	$0	$578,000 0.02% of portfolio	8,992	Q1 2025 Added 5.85%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$572,000 0.02% of portfolio	8,467	Q1 2025 New
DFNM Dimensional ETF Tr Natl Mun Bd	$0	$568,000 0.02% of portfolio	11,953	Q1 2025 Added 0.09%
RYLD Global X Fds Russell 2000 Cove	$0	$562,000 0.02% of portfolio	37,240	Q1 2025 Reduced 8.95%
FTSM First Tr Enhanced Traded Fd Iv	$0	$561,000 0.02% of portfolio	9,376	Q1 2025 Added 1.18%
ROAM Hartford Multifactor Emerging	$0	$556,000 0.02% of portfolio	23,606	Q1 2025 Added 4.95%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$540,000 0.02% of portfolio	10,765	Q1 2025 Added 4.01%
TDTT Flexshares Tr Iboxx 3 Yr Targe	$0	$539,000 0.02% of portfolio	22,139	Q1 2025 Reduced 7.92%
KMLM Kraneshares Tr Kfa Mlm Index E	$0	$531,000 0.02% of portfolio	19,501	Q1 2025 Added 172.44%
VSGX Vanguard World Fd Esg Intl Stk	$0	$528,000 0.02% of portfolio	8,921	Q1 2025 New
XLB Select Sector Spdr Fd Material	$0	$518,000 0.02% of portfolio	6,101	Q1 2025 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$512,000 0.02% of portfolio	9,293	Q1 2025 Reduced 88.73%
SRLN Ssga Active Trust	$0	$506,000 0.02% of portfolio	12,331	Q1 2025 New
SMDV Proshares Tr Russell 2000 Divi	$0	$505,000 0.02% of portfolio	7,715	Q1 2025 Added 8.19%
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$503,000 0.02% of portfolio	20,191	Q1 2025 Reduced 21.64%
IWR Ishares Russell Mid Cap ETF	$0	$501,000 0.02% of portfolio	5,890	Q1 2025 Reduced 10.55%
PEY Invesco Exchange Traded Fd Tr	$0	$499,000 0.02% of portfolio	23,286	Q1 2025 Reduced 5.3%
SCHB Schwab Strategic Tr Us Broad M	$0	$498,000 0.02% of portfolio	23,261	Q1 2025 New
PZA Invesco ETF Tr Ii Natl Amt Fre	$0	$495,000 0.02% of portfolio	21,505	Q1 2025 Added 0.17%
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$488,000 0.02% of portfolio	9,933	Q1 2025 Added 14.82%
BTAL Agf Invts Tr Agfiq Us Mkt Neut	$0	$485,000 0.02% of portfolio	23,280	Q1 2025 Added 5.65%
DFSV Dimensional ETF Tr Dimensional	$0	$479,000 0.02% of portfolio	17,028	Q1 2025 Added 136.11%
PHB Invesco Fd Tr Ii Fundamental H	$0	$479,000 0.02% of portfolio	26,538	Q1 2025 Added 3.24%
BOND Pimco Active Bond Exchange Tra	$0	$475,000 0.02% of portfolio	5,145	Q1 2025 Added 12.61%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$462,000 0.02% of portfolio	20,093	Q1 2025 Added 12.59%
QLTA Ishares Trust Aaa A Rated Corp	$0	$458,000 0.02% of portfolio	9,656	Q1 2025 Reduced 19.77%
MBB Ishares Tr	$0	$454,000 0.02% of portfolio	4,848	Q1 2025 Reduced 17.49%
BILS Spdr Bloomberg 3 12 Month T Bi	$0	$450,000 0.02% of portfolio	4,531	Q1 2025 New
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$447,000 0.02% of portfolio	8,757	Q1 2025 Added 10.88%
LTPZ Pimco ETF Tr 15+ Yr Us Tips In	$0	$443,000 0.01% of portfolio	8,167	Q1 2025 Added 16.67%
IJT Ishares S&P Small Cap 600 Grow	$0	$443,000 0.01% of portfolio	3,565	Q1 2025 Reduced 5.09%
OUSM Alps ETF Tr Oshares U S Small	$0	$442,000 0.01% of portfolio	10,527	Q1 2025 Added 10.09%

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