Independent Advisor Alliance ETFs

Independent Advisor Alliance

$3.36 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$573,000 0.02% of portfolio	11,736	Q2 2025 Reduced 1.91%
PULS Pgim ETF Tr	$0	$564,000 0.02% of portfolio	11,337	Q2 2025 New
SPTL Spdr Portfolio Long Term Treas	$0	$562,000 0.02% of portfolio	21,162	Q2 2025 Added 68.03%
IEMG Ishares Inc	$0	$544,000 0.02% of portfolio	10,146	Q2 2025 Added 50.69%
SLYG Spdr S&P 600 Small Cap Growth	$0	$535,000 0.02% of portfolio	6,039	Q2 2025 Added 30.15%
VEA Vanguard Ftse Developed Market	$0	$532,000 0.02% of portfolio	9,343	Q2 2025 Added 49.06%
DRSK ETF Ser Solutions Aptus Define	$0	$530,000 0.02% of portfolio	18,466	Q2 2025 New
QGRO American Centy ETF Tr Stoxx Us	$0	$527,000 0.02% of portfolio	4,838	Q2 2025 New
VMBS Vanguard Mortg Backed Sec ETF	$0	$521,000 0.02% of portfolio	11,259	Q2 2025 Reduced 30.61%
OSCV Opus Small Cap Value ETF	$0	$506,000 0.02% of portfolio	14,015	Q2 2025 New
IVE Ishares S&P 500 Value ETF	$0	$503,000 0.01% of portfolio	2,579	Q2 2025 New
ADFI Two Rds Shared Tr Anfield Dyna	$0	$500,000 0.01% of portfolio	58,723	Q2 2025 Reduced 3.46%
SPTS Spdr Portfolio Short Term Trea	$0	$500,000 0.01% of portfolio	17,093	Q2 2025 Added 40.42%
LQD Ishares Iboxx $ Investment Gra	$0	$499,000 0.01% of portfolio	4,560	Q2 2025 Added 12.59%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$483,000 0.01% of portfolio	5,567	Q2 2025 Added 34.5%
ADME ETF Ser Solutions Aptus Drawnd	$0	$473,000 0.01% of portfolio	9,816	Q2 2025 New
VCR Vanguard Consumer Discretionar	$0	$471,000 0.01% of portfolio	1,300	Q2 2025 New
IWN Ishares Russell2000 Val ETF	$0	$468,000 0.01% of portfolio	2,971	Q2 2025 Added 111.01%
MDYV Spdr S&P 400 Mid Cap Value ETF	$0	$460,000 0.01% of portfolio	5,800	Q2 2025 Added 20.96%
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$443,000 0.01% of portfolio	15,149	Q2 2025 Added 0.79%
IVW Ishares S&P 500 Growth ETF	$0	$440,000 0.01% of portfolio	3,999	Q2 2025 New
PWB Invesco Exchange Traded Fd Tr	$0	$412,000 0.01% of portfolio	3,512	Q2 2025 New
FSTA Fidelity Covington Tr Msci Con	$0	$404,000 0.01% of portfolio	7,906	Q2 2025 Added 0.93%
USMV Ishares Msci Usa Min Vol Facto	$0	$394,000 0.01% of portfolio	4,198	Q2 2025 New
XMMO Invesco Exchange Traded Fd Tr	$0	$393,000 0.01% of portfolio	3,062	Q2 2025 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$391,000 0.01% of portfolio	4,913	Q2 2025 Added 25.59%
IWP Ishares Russell Mid Cap Growth	$0	$378,000 0.01% of portfolio	2,726	Q2 2025 Reduced 0.69%
SDY Spdr Series Tr Spdr S&P Divide	$0	$370,000 0.01% of portfolio	2,729	Q1 2025 Reduced 98.46%
ESGU Ishares Trust Ishares Esg Awar	$0	$365,000 0.01% of portfolio	2,704	Q2 2025 New
USHY Ishares Tr Broad Usd High Yiel	$0	$363,000 0.01% of portfolio	9,688	Q2 2025 Reduced 23.26%
XYLD Global X Fds S&P 500 Covered C	$0	$359,000 0.01% of portfolio	9,222	Q2 2025 Added 3.93%
IWM Ishares Russell 2000 ETF	$0	$356,000 0.01% of portfolio	1,652	Q2 2025 Added 37.9%
SMLF Ishares Msci Usa Small Cap Mul	$0	$355,000 0.01% of portfolio	5,228	Q1 2025 New
SCHV Schwab Strategic Tr Us Large C	$0	$352,000 0.01% of portfolio	12,751	Q1 2025 Reduced 88.75%
DGRW Wisdomtree Tr Us Quality Divid	$0	$349,000 0.01% of portfolio	4,173	Q2 2025 Added 40.36%
XLP Consumer Staples Sector Spdr	$0	$348,000 0.01% of portfolio	4,582	Q2 2025 Added 16.0%
HYDB Ishares Tr Edge High Yield Def	$0	$343,000 0.01% of portfolio	7,243	Q2 2025 Added 33.0%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$325,000 0.01% of portfolio	4,059	Q2 2025 New
VONE Vanguard Russell 1000 ETF	$0	$314,000 0.01% of portfolio	1,119	Q1 2025 Reduced 15.8%
XLE Energy Sector Spdr	$0	$304,000 0.01% of portfolio	3,592	Q2 2025 New
VAW Vanguard Materials ETF	$0	$304,000 0.01% of portfolio	1,563	Q2 2025 New
FNDA Schwab Fundamental U S Small C	$0	$296,000 0.01% of portfolio	10,334	Q2 2025 Reduced 1.09%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$294,000 0.01% of portfolio	669	Q2 2025 New
EFG Msci Eafe Growth ETF	$0	$290,000 0.01% of portfolio	2,590	Q2 2025 New
PUTW Wisdomtree Tr Cboe S&P 500 Put	$0	$288,000 0.01% of portfolio	9,356	Q2 2025 New
GSY Invesco Actively Mngd ETF Tr U	$0	$282,000 0.01% of portfolio	5,631	Q2 2025 Reduced 29.75%
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$281,000 0.01% of portfolio	12,289	Q2 2025 Added 16.4%
IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$281,000 0.01% of portfolio	12,538	Q2 2025 Added 15.71%
EQWL Invesco Exchange Traded Fd Tr	$0	$276,000 0.01% of portfolio	2,516	Q2 2025 New
SCHO Schwab Short Term Us Treasury	$0	$275,000 0.01% of portfolio	11,313	Q2 2025 Added 20.21%

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