Dynamic Advisor Solutions LLC ETFs

Dynamic Advisor Solutions LLC

$3.14 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
DVY Ishares Tr	$0	$298,000 0.01% of portfolio	2,249	Q2 2025 Reduced 7.1%
SPYV Spdr Portfolio S&P 500 Value E	$0	$296,000 0.01% of portfolio	5,663	Q2 2025 Added 0.11%
SCHE Schwab Strategic Tr Us Emergin	$0	$295,000 0.01% of portfolio	9,818	Q2 2025 Reduced 9.83%
SCHC Schwab Strategic Tr Intl Small	$0	$294,000 0.01% of portfolio	6,919	Q2 2025 Added 16.32%
VLU Spdr S&P 1500 Value Tilt ETF	$0	$291,000 0.01% of portfolio	1,515	Q2 2025 Reduced 5.96%
JMEE J P Morgan Exchange Traded Fd	$0	$287,000 0.01% of portfolio	4,853	Q2 2025 Reduced 11.33%
PBP Invesco Exchange Traded Fd Tr	$0	$280,000 0.01% of portfolio	12,852	Q2 2025 Added 38.19%
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$276,000 0.01% of portfolio	9,453	Q2 2025 Added 3.0%
GDX Vaneck ETF Tr Gold Miners ETF	$0	$274,000 0.01% of portfolio	5,272	Q2 2025 Added 12.43%
SCHZ Schwab Us Aggregate Bond ETF	$0	$273,000 0.01% of portfolio	11,813	Q2 2025 Reduced 12.2%
VFMF Vanguard Wellington Fd Us Mult	$0	$273,000 0.01% of portfolio	2,036	Q2 2025 Reduced 2.54%
CDC Victory Portfolios Ii Shs Inco	$0	$268,000 0.01% of portfolio	4,211	Q2 2025 Added 4.39%
FDVV Fidelity High Dividend ETF	$0	$267,000 0.01% of portfolio	5,137	Q2 2025 New
FLBL Franklin Templeton ETF Tr Libe	$0	$260,000 0.01% of portfolio	10,740	Q2 2025 Reduced 9.73%
AOM Ishares Tr Core Moderate Alloc	$0	$260,000 0.01% of portfolio	5,667	Q2 2025 Added 1.21%
SUSA Ishares Tr Msci Usa Esg Select	$0	$259,000 0.01% of portfolio	2,046	Q2 2025 Added 0.05%
ARKW Ark Next Generation Internet E	$0	$258,000 0.01% of portfolio	1,748	Q2 2025 New
ARKG Ark Genomic Revolution ETF (De	$0	$256,000 0.01% of portfolio	10,547	Q2 2025 Reduced 0.39%
VSS Vanguard Intl Eqty Ftse All Wo	$0	$252,000 0.01% of portfolio	1,881	Q2 2025 New
JPMB J P Morgan Usd Emerging Market	$0	$251,000 0.01% of portfolio	6,500	Q2 2025 New
ARKQ Ark Autonomous Technology & Ro	$0	$250,000 0.01% of portfolio	2,813	Q2 2025 New
XLG Invesco Exchange Traded Fd Tr	$0	$249,000 0.01% of portfolio	4,785	Q2 2025 Reduced 82.76%
VOX Vanguard Communication Service	$0	$243,000 0.01% of portfolio	1,424	Q2 2025 Reduced 85.18%
VPU Vanguard Utilities ETF	$0	$238,000 0.01% of portfolio	1,349	Q1 2025 New
BSJR Invesco Indx Tr	$0	$237,000 0.01% of portfolio	10,437	Q2 2025 New
XLRE Select Sector Spdr Tr Real Est	$0	$237,000 0.01% of portfolio	5,740	Q2 2025 Reduced 65.57%
JMOM J P Morgan ETF Tr U S Momentum	$0	$236,000 0.01% of portfolio	3,675	Q2 2025 Reduced 40.49%
XLB Select Sector Spdr Fd Material	$0	$235,000 0.01% of portfolio	2,680	Q2 2025 Reduced 56.07%
FMHI First Tr ETF Iii Municipal Hig	$0	$234,000 0.01% of portfolio	5,018	Q2 2025 New
BSCT Invesco Index Fd Tr Bulletshar	$0	$232,000 0.01% of portfolio	12,431	Q2 2025 Added 1.18%
SPYD Spdr Portfolio S&P 500 High Di	$0	$231,000 0.01% of portfolio	5,453	Q2 2025 Reduced 13.15%
XCCC Bondbloxx ETF Tr Ccc Rated Usd	$0	$229,000 0.01% of portfolio	5,943	Q2 2025 Added 7.82%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$225,000 0.01% of portfolio	3,102	Q2 2025 New
DFEM Dimensional ETF Tr Emerging Mk	$0	$223,000 0.01% of portfolio	7,514	Q2 2025 New
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$221,000 0.01% of portfolio	1,960	Q2 2025 New
IWS Ishares Russell Midcap Value E	$0	$221,000 0.01% of portfolio	1,675	Q2 2025 Reduced 1.3%
IDHQ Invesco ETF Tf Ii S&P Intl Dev	$0	$220,000 0.01% of portfolio	6,697	Q2 2025 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$217,000 0.01% of portfolio	2,733	Q1 2025 Added 0.04%
DISV Dimensional ETF Tr Dimensional	$0	$215,000 0.01% of portfolio	6,553	Q2 2025 New
SCHJ Schwab Strategic Tr 1 5 Yr C	$0	$214,000 0.01% of portfolio	8,646	Q2 2025 Reduced 0.41%
VTWO Vanguard Russell 2000 ETF	$0	$214,000 0.01% of portfolio	2,462	Q2 2025 New
XAR Spdr S&P Aerospace & Defense E	$0	$213,000 0.01% of portfolio	1,010	Q2 2025 New
ITA Ishares Tr	$0	$209,000 0.01% of portfolio	1,112	Q2 2025 New
PKW Invesco Exchange Traded Fd Tr	$0	$208,000 0.01% of portfolio	1,688	Q2 2025 New
SMLF Ishares Msci Usa Small Cap Mul	$0	$205,000 0.01% of portfolio	3,031	Q2 2025 New
XBB Bondbloxx ETF Tr Bb Rated Usd	$0	$205,000 0.01% of portfolio	5,000	Q2 2025 New
ONEY Spdr Ser Tr Russell 1000 Core	$0	$205,000 0.01% of portfolio	1,901	Q2 2025 Reduced 0.37%
IUS Invesco Ex Traded Self Indx Fd	$0	$204,000 0.01% of portfolio	3,972	Q2 2025 Reduced 16.75%
FPX First Trust Us Equity Opportun	$0	$204,000 0.01% of portfolio	1,412	Q2 2025 New
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$204,000 0.01% of portfolio	8,751	Q2 2025 Reduced 9.21%

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