Dynamic Advisor Solutions LLC ETFs

Dynamic Advisor Solutions LLC

$3.33 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPYV Spdr Portfolio S&P 500 Value E	$0	$316,000 0.01% of portfolio	5,718	Q3 2025 Added 0.97%
SCHC Schwab Strategic Tr Intl Small	$0	$314,000 0.01% of portfolio	6,920	Q3 2025 Added 0.01%
RWK Invesco Exchange Traded Fd Tr	$0	$314,000 0.01% of portfolio	2,514	Q3 2025 Reduced 12.25%
DES Wisdomtree Tr U.S. Smallcap Di	$0	$309,000 0.01% of portfolio	9,197	Q3 2025 Reduced 11.93%
PBP Invesco Exchange Traded Fd Tr	$0	$306,000 0.01% of portfolio	13,854	Q3 2025 Added 7.8%
ARKG Ark Genomic Revolution ETF (De	$0	$305,000 0.01% of portfolio	11,000	Q3 2025 Added 4.3%
IMCG Ishare Morningstar Mid Cap Gro	$0	$304,000 0.01% of portfolio	3,679	Q3 2025 Reduced 3.97%
ARKW Ark Next Generation Internet E	$0	$302,000 0.01% of portfolio	1,730	Q3 2025 Reduced 1.03%
FPXI First Tr Exchange Traded Fd Ii	$0	$299,000 0.01% of portfolio	4,993	Q3 2025 Reduced 5.97%
JMUB Jp Morgan Tr Mun ETF (De)	$0	$297,000 0.01% of portfolio	5,888	Q3 2025 Reduced 8.4%
JMEE J P Morgan Exchange Traded Fd	$0	$297,000 0.01% of portfolio	4,687	Q3 2025 Reduced 3.42%
FDVV Fidelity High Dividend ETF	$0	$287,000 0.01% of portfolio	5,154	Q3 2025 Added 0.33%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$283,000 0.01% of portfolio	3,095	Q3 2025 Reduced 88.62%
CDC Victory Portfolios Ii Shs Inco	$0	$279,000 0.01% of portfolio	4,191	Q3 2025 Reduced 0.47%
SCHZ Schwab Us Aggregate Bond ETF	$0	$277,000 0.01% of portfolio	11,823	Q3 2025 Added 0.08%
SUSA Ishares Tr Msci Usa Esg Select	$0	$277,000 0.01% of portfolio	2,046	Q2 2025 Added 0.05%
AOM Ishares Tr Core Moderate Alloc	$0	$275,000 0.01% of portfolio	5,786	Q3 2025 Added 2.1%
VFMF Vanguard Wellington Fd Us Mult	$0	$272,000 0.01% of portfolio	1,886	Q3 2025 Reduced 7.37%
VLU Spdr S&P 1500 Value Tilt ETF	$0	$265,000 0.01% of portfolio	1,302	Q3 2025 Reduced 14.06%
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$265,000 0.01% of portfolio	8,921	Q3 2025 Reduced 5.63%
DVY Ishares Tr	$0	$265,000 0.01% of portfolio	1,869	Q3 2025 Reduced 16.9%
JPMB J P Morgan Usd Emerging Market	$0	$262,000 0.01% of portfolio	6,500	Q2 2025 New
XLG Invesco Exchange Traded Fd Tr	$0	$262,000 0.01% of portfolio	4,567	Q3 2025 Reduced 4.56%
BSCT Invesco Index Fd Tr Bulletshar	$0	$255,000 0.01% of portfolio	13,591	Q3 2025 Added 9.33%
XCCC Bondbloxx ETF Tr Ccc Rated Usd	$0	$253,000 0.01% of portfolio	6,468	Q3 2025 Added 8.83%
FTEC Fidelity Covington Tr Msci Inf	$0	$250,000 0.01% of portfolio	1,129	Q3 2025 New
HYD Vaneck High Yield Muni ETF	$0	$249,000 0.01% of portfolio	4,903	Q3 2025 New
XAR Spdr S&P Aerospace & Defense E	$0	$247,000 0.01% of portfolio	1,054	Q3 2025 Added 4.36%
ITA Ishares Tr	$0	$247,000 0.01% of portfolio	1,181	Q3 2025 Added 6.21%
SLYV Spdr S&P 600 Small Cap Value E	$0	$242,000 0.01% of portfolio	2,734	Q3 2025 Added 0.04%
DFEM Dimensional ETF Tr Emerging Mk	$0	$241,000 0.01% of portfolio	7,536	Q3 2025 Added 0.29%
VFQY Vanguard Wellington Fd U S Qua	$0	$240,000 0.01% of portfolio	1,594	Q3 2025 New
IXUS Ishares Tr	$0	$236,000 0.01% of portfolio	2,862	Q3 2025 New
AGGY Wisdomtree Yield Enhanced U.S.	$0	$236,000 0.01% of portfolio	5,335	Q3 2025 New
FPX First Trust Us Equity Opportun	$0	$234,000 0.01% of portfolio	1,412	Q2 2025 New
VPU Vanguard Utilities ETF	$0	$232,000 0.01% of portfolio	1,229	Q3 2025 Reduced 8.9%
IUSG Ishares Core S&P U.S Growth Et	$0	$232,000 0.01% of portfolio	1,414	Q3 2025 Added 5.05%
SMLF Ishares Msci Usa Small Cap Mul	$0	$229,000 0.01% of portfolio	3,090	Q3 2025 Added 1.95%
MGK Vanguard Mega Cap Growth ETF	$0	$228,000 0.01% of portfolio	568	Q3 2025 New
VSS Vanguard Intl Eqty Ftse All Wo	$0	$226,000 0.01% of portfolio	1,592	Q3 2025 Reduced 15.36%
VGK Vanguard Ftse Europe ETF Ftse	$0	$225,000 0.01% of portfolio	2,831	Q3 2025 New
DISV Dimensional ETF Tr Dimensional	$0	$224,000 0.01% of portfolio	6,294	Q3 2025 Reduced 3.95%
PKW Invesco Exchange Traded Fd Tr	$0	$223,000 0.01% of portfolio	1,689	Q3 2025 Added 0.06%
FLBL Franklin Templeton ETF Tr Libe	$0	$222,000 0.01% of portfolio	9,244	Q3 2025 Reduced 13.93%
IDHQ Invesco ETF Tf Ii S&P Intl Dev	$0	$222,000 0.01% of portfolio	6,625	Q3 2025 Reduced 1.08%
SPYD Spdr Portfolio S&P 500 High Di	$0	$220,000 0.01% of portfolio	5,017	Q3 2025 Reduced 8.0%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$217,000 0.01% of portfolio	2,841	Q3 2025 Reduced 8.41%
XLRE Select Sector Spdr Tr Real Est	$0	$216,000 0.01% of portfolio	5,127	Q3 2025 Reduced 10.68%
SCHJ Schwab Strategic Tr 1 5 Yr C	$0	$215,000 0.01% of portfolio	8,646	Q2 2025 Reduced 0.41%
FBT First Trust Nyse Arca Biotechn	$0	$214,000 0.01% of portfolio	1,195	Q3 2025 New

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