Independent Advisor Alliance ETFs

Independent Advisor Alliance

$7.25 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FLOT Ishares Tr Fltg Rate Nt ETF	$0	$3.46 Million 0.05% of portfolio	67,930	Q4 2024 New
IXUS Ishares Tr	$0	$3.4 Million 0.05% of portfolio	51,423	Q4 2024 New
FCVT First Tr Exchange Traded Fd Iv	$0	$3.39 Million 0.05% of portfolio	92,271	Q4 2024 New
DVY Ishares Tr	$0	$3.39 Million 0.05% of portfolio	25,813	Q4 2024 New
AGGY Wisdomtree Yield Enhanced U.S.	$0	$3.38 Million 0.05% of portfolio	78,660	Q4 2024 New
DIVB Ishares Tr U S Divid & Buyback	$0	$3.3 Million 0.05% of portfolio	69,683	Q4 2024 New
XMMO Invesco Exchange Traded Fd Tr	$0	$3.28 Million 0.05% of portfolio	26,551	Q4 2024 New
DSI Ishares Msci Kld 400 Social Et	$0	$3.28 Million 0.05% of portfolio	29,743	Q4 2024 New
JPEM Jp Morgan Diversified Return	$0	$3.24 Million 0.04% of portfolio	62,363	Q4 2024 New
VGIT Vanguard Intermediate Term Tre	$0	$3.22 Million 0.04% of portfolio	55,549	Q4 2024 New
GSLC Goldman Sachs ETF Tr Activebet	$0	$3.2 Million 0.04% of portfolio	27,750	Q4 2024 New
IGRO Ishares Tr International Divid	$0	$3.19 Million 0.04% of portfolio	46,993	Q4 2024 New
KNG Ft Cboe Vest S&P 500 Dividend	$0	$3.17 Million 0.04% of portfolio	63,132	Q4 2024 New
XAR Spdr S&P Aerospace & Defense E	$0	$3.15 Million 0.04% of portfolio	18,984	Q4 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$3.14 Million 0.04% of portfolio	24,408	Q4 2024 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$3.14 Million 0.04% of portfolio	61,641	Q4 2024 New
QYLD Global X Fdsnasdaq 100 Covered	$0	$3.13 Million 0.04% of portfolio	172,028	Q4 2024 New
IAT Ishares Tr	$0	$3.09 Million 0.04% of portfolio	61,416	Q4 2024 New
PAVE Global X Fds Us Infrastructure	$0	$3.01 Million 0.04% of portfolio	74,590	Q4 2024 Added 877.84%
FXN First Tr Exchange Traded Fd Fi	$0	$2.99 Million 0.04% of portfolio	182,778	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$2.98 Million 0.04% of portfolio	107,603	Q4 2024 Added 2,390.81%
IGIB Ishares Trust Ishares 5 10 Yea	$0	$2.96 Million 0.04% of portfolio	57,536	Q4 2024 New
TDIV First Trust Nasdaq Technology	$0	$2.96 Million 0.04% of portfolio	37,752	Q4 2024 New
SMMU Pimco ETF Tr Sht Term Mun Bd A	$0	$2.96 Million 0.04% of portfolio	59,448	Q4 2024 New
SLV I Shares Silver Trust	$15.5B	$2.96 Million 0.04% of portfolio	112,390	Q4 2024 Added 2.12%
SCHV Schwab Strategic Tr Us Large C	$0	$2.96 Million 0.04% of portfolio	113,367	Q4 2024 Added 2,621.9%
RYLD Global X Fds Russell 2000 Cove	$0	$2.93 Million 0.04% of portfolio	179,574	Q4 2024 New
FTC First Tr Lge Cap Growth	$0	$2.93 Million 0.04% of portfolio	21,309	Q4 2024 New
IBTG Ishares Tr Ibonds Dec 2026 Ter	$0	$2.91 Million 0.04% of portfolio	127,367	Q4 2024 New
EFA Ishares Tr Msci Eafe ETF	$0	$2.89 Million 0.04% of portfolio	38,229	Q4 2024 New
PPA Invesco Exchange Traded Fd Tr	$0	$2.89 Million 0.04% of portfolio	25,156	Q4 2024 New
IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$2.85 Million 0.04% of portfolio	128,159	Q4 2024 New
SUSL Ishares Tr Esg Msci Usa Leader	$0	$2.8 Million 0.04% of portfolio	27,208	Q4 2024 New
FEMS First Trust Emerging Markets S	$0	$2.8 Million 0.04% of portfolio	74,261	Q4 2024 New
CLOI Vaneck ETF Tr	$0	$2.75 Million 0.04% of portfolio	52,132	Q4 2024 New
HEFA Ishares Currency Hedged Msci E	$0	$2.75 Million 0.04% of portfolio	79,136	Q4 2024 New
SCHB Schwab Strategic Tr Us Broad M	$0	$2.73 Million 0.04% of portfolio	120,318	Q4 2024 Added 199.64%
BNDX Vanguard Total International B	$0	$2.72 Million 0.04% of portfolio	55,469	Q4 2024 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$2.71 Million 0.04% of portfolio	39,985	Q4 2024 New
EMLP First Tr Exchange Traded Iv	$0	$2.7 Million 0.04% of portfolio	75,714	Q4 2024 New
XSMO Invesco S&P Smallcap Momentum	$0	$2.7 Million 0.04% of portfolio	40,776	Q4 2024 New
AIQ Global X Funds Global X Artifi	$0	$2.65 Million 0.04% of portfolio	68,561	Q4 2024 New
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$2.64 Million 0.04% of portfolio	55,150	Q4 2024 New
GRID First Tr Nasdaq Clean Edge Sma	$0	$2.58 Million 0.04% of portfolio	21,626	Q4 2024 New
SHY Ishares Barclays 1 3 Year Trea	$0	$2.57 Million 0.04% of portfolio	31,294	Q4 2024 New
IHDG Wisdomtree Tr	$0	$2.54 Million 0.04% of portfolio	58,439	Q4 2024 New
VONG Vanguard Russell 1000 Growth E	$0	$2.51 Million 0.03% of portfolio	24,342	Q4 2024 Added 938.92%
FIW First Trust Water ETF	$0	$2.44 Million 0.03% of portfolio	23,911	Q4 2024 New
IWS Ishares Russell Midcap Value E	$0	$2.41 Million 0.03% of portfolio	18,670	Q4 2024 New
FLQM Franklin Templeton ETF Tr Libe	$0	$2.4 Million 0.03% of portfolio	44,181	Q4 2024 New

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