Keystone Financial Group ETFs

Keystone Financial Group

$922 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XES Spdr Ser Tr Spdr S&P Oil & Gas	$0	$282,000 0.03% of portfolio	3,958	Q3 2024 Added 0.51%
SPSM Spdr Portfolio S&P 600 Small C	$0	$281,000 0.03% of portfolio	6,903	Q1 2025 Added 16.9%
VNQ Vanguard Specialized Funds Van	$0	$273,000 0.03% of portfolio	3,024	Q1 2025 Reduced 7.66%
SCHD Schwab Strategic Tr Us Dividen	$0	$260,000 0.03% of portfolio	9,309	Q1 2025 Added 1.33%
GSLC Goldman Sachs ETF Tr Activebet	$0	$259,000 0.03% of portfolio	2,358	Q1 2025 Added 0.08%
VOT Vanguard Mid Cap Growth Index	$0	$252,000 0.03% of portfolio	1,034	Q1 2025 Reduced 5.83%
IXUS Ishares Tr	$0	$249,000 0.03% of portfolio	3,570	Q1 2025 Reduced 1.54%
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$247,000 0.03% of portfolio	10,575	Q3 2024 Reduced 58.72%
SRVR Pacer Fds Tr Benchmark Data &	$0	$244,000 0.03% of portfolio	8,321	Q1 2025 Reduced 16.03%
IWF Ishares Russell 1000 Gr ETF	$0	$244,000 0.03% of portfolio	677	Q3 2024 Reduced 0.44%
CDL Victory Portf Ii Shs Us Lrg Ca	$0	$241,000 0.03% of portfolio	3,529	Q1 2025 Reduced 56.69%
PAVE Global X Fds Us Infrastructure	$0	$241,000 0.03% of portfolio	6,389	Q1 2025 New
USFR Wisdomtree Floating Rate Treas	$0	$237,000 0.03% of portfolio	4,712	Q1 2025 Added 1.05%
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$236,000 0.03% of portfolio	12,150	Q1 2025 Added 15.17%
VNQI Vanguard Global Ex U.S. Real	$0	$231,000 0.03% of portfolio	5,725	Q1 2025 Reduced 1.72%
IVOV Vanguard S&P Mid Cap 400 Value	$0	$229,000 0.02% of portfolio	2,490	Q3 2024 Reduced 0.36%
MUB Ishares National Muni Bond ETF	$0	$228,000 0.02% of portfolio	2,169	Q1 2025 Reduced 51.36%
MLPA Global X Mlp ETF	$0	$227,000 0.02% of portfolio	4,278	Q1 2025 Reduced 13.66%
JNK Spdr Bloomberg High Yield Bond	$0	$222,000 0.02% of portfolio	2,331	Q3 2024 Added 1.42%
PFFD Global X Fds U S Pfd ETF (De)	$0	$220,000 0.02% of portfolio	11,600	Q3 2024 Added 0.65%
PDP Invesco Exchange Traded Fd Tr	$0	$219,000 0.02% of portfolio	2,200	Q1 2025 Reduced 20.66%
CIL Victory Portfolios Ii Shs Intl	$0	$218,000 0.02% of portfolio	4,810	Q1 2025 Reduced 1.66%
VIGI Vanguard Whitehall Fds Intl Di	$0	$218,000 0.02% of portfolio	2,640	Q1 2025 Added 0.15%
EFA Ishares Tr Msci Eafe ETF	$0	$210,000 0.02% of portfolio	2,574	Q1 2025 New
CSF Victory Portf Ii Shs Us Disc E	$0	$207,000 0.02% of portfolio	4,031	Q1 2025 Reduced 5.8%
FPE First Tr Pfd Secs & Income ETF	$0	$206,000 0.02% of portfolio	11,712	Q1 2025 Reduced 1.34%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$203,000 0.02% of portfolio	4,074	Q1 2025 Reduced 2.4%

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