Guardian Wealth Advisors, LLC ETFs

Guardian Wealth Advisors, LLC

$1.33 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IGV Ishares Expanded Tech Software	$0	$98,000 0.01% of portfolio	900	Q2 2025 Reduced 22.55%
SPSM Spdr Portfolio S&P 600 Small C	$0	$95,000 0.01% of portfolio	2,245	Q2 2025 Added 0.18%
IMCV Ishares Morningstar Mid Cap Va	$0	$91,000 0.01% of portfolio	1,208	Q2 2025 Reduced 14.27%
VOX Vanguard Communication Service	$0	$85,000 0.01% of portfolio	500	Q1 2023 New
IWC Russell Micro Cap ETF	$0	$81,000 0.01% of portfolio	640	Q4 2024 Added 55.34%
SCHP Schwab Strategic Us Tips ETF	$0	$80,000 0.01% of portfolio	3,015	Q2 2025 Added 1,965.07%
LEGR First Tr ETF Indxx Innovation	$0	$76,000 0.01% of portfolio	1,422	Q2 2025 Added 67.29%
TLH Ishares Barclays 10 20 Yr Trea	$0	$72,000 0.01% of portfolio	710	Q2 2025 Reduced 46.29%
LCTU Blackrock ETF Tr Us Carbon Tra	$0	$70,000 0.01% of portfolio	1,043	Q4 2024 New
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$67,000 0.01% of portfolio	1,586	Q2 2025 Added 0.57%
SPYG Spdr Portfolio	$0	$67,000 0.01% of portfolio	705	Q2 2025 Added 0.14%
SUSA Ishares Tr Msci Usa Esg Select	$0	$66,000 0.0% of portfolio	526	Q2 2022 New
XLV Select Sector Spdr Fund Health	$0	$66,000 0.0% of portfolio	492	Q2 2025 Reduced 48.21%
SPHD Invesco ETF Tr Ii S&P 500 High	$0	$65,000 0.0% of portfolio	1,375	Q4 2022 Added 14.58%
EFA Ishares Tr Msci Eafe ETF	$0	$63,000 0.0% of portfolio	708	Q1 2025 Reduced 14.8%
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$63,000 0.0% of portfolio	248	Q2 2025 Added 19.23%
DFAS Dimensional ETF Tr U S Small C	$0	$63,000 0.0% of portfolio	1,000	Q1 2023 Added 16.41%
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$62,000 0.0% of portfolio	2,700	Q2 2025 Added 8.65%
ACWI Ishares Msci Acwi ETF	$0	$56,000 0.0% of portfolio	437	Q2 2025 Added 103.26%
GSLC Goldman Sachs ETF Tr Activebet	$0	$54,000 0.0% of portfolio	452	Q2 2025 Added 120.49%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$49,000 0.0% of portfolio	1,269	Q2 2025 Added 1.28%
BSJP Invesco Et Sf Idxd Fd Tr Bulle	$0	$47,000 0.0% of portfolio	2,046	Q1 2025 Added 28.44%
QLTA Ishares Trust Aaa A Rated Corp	$0	$47,000 0.0% of portfolio	988	Q2 2025 Reduced 63.78%
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$47,000 0.0% of portfolio	2,021	Q1 2025 Added 28.64%
IBB Ishares Biotechnology ETF	$0	$47,000 0.0% of portfolio	372	Q4 2024 Added 24.83%
VHT Vanguard Health Care ETF	$0	$45,000 0.0% of portfolio	185	Q2 2025 Added 12.8%
JQUA J P Morgan ETF Tr U S Quality	$0	$45,000 0.0% of portfolio	755	Q2 2025 Added 0.4%
DFIV Dimensional ETF Tr	$0	$45,000 0.0% of portfolio	1,074	Q4 2024 Reduced 16.49%
VIS Vanguard Industrial ETF	$0	$44,000 0.0% of portfolio	159	Q2 2025 Added 0.63%
ICF Ishares Tr	$0	$43,000 0.0% of portfolio	718	Q2 2025 Reduced 16.32%
PGF Invesco Exchange Traded Fd Tr	$0	$40,000 0.0% of portfolio	2,881	Q2 2025 Added 9.92%
MDIV First Trust Multi Asset Divers	$0	$40,000 0.0% of portfolio	2,572	Q4 2022 Reduced 63.63%
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$40,000 0.0% of portfolio	825	Q3 2024 Reduced 1.79%
FDN First Tr Fd Dow Jones	$0	$38,000 0.0% of portfolio	142	Q4 2024 Reduced 47.01%
XLE Energy Sector Spdr	$0	$38,000 0.0% of portfolio	452	Q2 2025 Reduced 4.84%
SMH Vaneck ETF Tr Semiconductor Et	$0	$38,000 0.0% of portfolio	138	Q2 2024 Reduced 36.7%
TLT Ishares Barclays 20+ Year Trea	$0	$37,000 0.0% of portfolio	425	Q1 2025 Reduced 44.95%
VNQ Vanguard Specialized Funds Van	$0	$37,000 0.0% of portfolio	419	Q2 2025 Reduced 7.71%
VBK Vanguard Small Cap Growth ETF	$0	$36,000 0.0% of portfolio	133	Q1 2025 Added 111.11%
XLP Consumer Staples Sector Spdr	$0	$36,000 0.0% of portfolio	482	Q2 2025 Reduced 46.02%
IWO Ishares Russell 2000 Gwt ETF	$0	$36,000 0.0% of portfolio	126	Q2 2025 Added 6.78%
EMXC Ishares Inc Msci Emerging Mkts	$0	$36,000 0.0% of portfolio	584	Q2 2025 Reduced 64.73%
BSJR Invesco Indx Tr	$0	$35,000 0.0% of portfolio	1,550	Q1 2025 Added 251.47%
XRT Spdr Series Tr Spdr S&P Retail	$0	$35,000 0.0% of portfolio	463	Q2 2025 Reduced 7.95%
SPDW Spdr Ser Tr Fds Spdr Portfolio	$0	$35,000 0.0% of portfolio	872	Q2 2025 Added 1.51%
DFIC Dimensional ETF Tr Dimensional	$0	$34,000 0.0% of portfolio	1,106	Q2 2025 Added 35.37%
IOO Ishares Tr Global 100 ETF	$0	$34,000 0.0% of portfolio	316	Q2 2024 Added 22.96%
IWS Ishares Russell Midcap Value E	$0	$33,000 0.0% of portfolio	250	Q1 2025 Reduced 24.01%
EMB Ishares Tr	$0	$31,000 0.0% of portfolio	336	Q2 2025 Reduced 1.75%
EMCB Wisdomtree Emerging Mrkts Corp	$0	$31,000 0.0% of portfolio	475	Q2 2022 New

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