Mc Kinley Carter Wealth Services, Inc. ETFs

Mc Kinley Carter Wealth Services, Inc.

$1.72 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$677,000 0.04% of portfolio	6,452	Q2 2025 Reduced 6.32%
FDN First Tr Fd Dow Jones	$0	$675,000 0.04% of portfolio	2,507	Q4 2024 Reduced 4.31%
GLD Spdr Gold Trust	$117B	$656,000 0.04% of portfolio	2,154	Q2 2025 Reduced 0.55%
VWO Vanguard Ftse Emerging Mkts Et	$0	$654,000 0.04% of portfolio	13,240	Q2 2025 Reduced 1.71%
SUB Ishares Short Term National Mu	$0	$633,000 0.04% of portfolio	5,954	Q2 2025 Reduced 11.7%
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$574,000 0.03% of portfolio	21,637	Q4 2024 Reduced 1.26%
XAR Spdr S&P Aerospace & Defense E	$0	$569,000 0.03% of portfolio	2,699	Q4 2023 Added 21.69%
IWN Ishares Russell2000 Val ETF	$0	$544,000 0.03% of portfolio	3,450	Q2 2025 Reduced 15.44%
SPYG Spdr Portfolio	$0	$540,000 0.03% of portfolio	5,673	Q2 2025 Added 0.05%
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$537,000 0.03% of portfolio	18,365	Q2 2025 Reduced 2.67%
PPA Invesco Exchange Traded Fd Tr	$0	$520,000 0.03% of portfolio	3,672	Q2 2025 Reduced 1.29%
VGSH Vanguard	$0	$501,000 0.03% of portfolio	8,540	Q2 2025 Added 7.48%
IWY Ishares Tr Russell 200 Growth	$0	$498,000 0.03% of portfolio	2,023	Q2 2025 Reduced 3.48%
VLUE Ishares Msci Usa Value Factor	$0	$486,000 0.03% of portfolio	4,300	Q2 2025 Reduced 0.92%
SCHE Schwab Strategic Tr Us Emergin	$0	$466,000 0.03% of portfolio	15,489	Q2 2025 Added 44.12%
VIG Vanguard Dividend Appreciation	$0	$465,000 0.03% of portfolio	2,556	Q2 2025 Reduced 0.31%
XT Ishares Tr Exponential Technol	$0	$464,000 0.03% of portfolio	7,121	Q2 2025 Added 0.39%
BNDX Vanguard Total International B	$0	$454,000 0.03% of portfolio	9,188	Q2 2025 Added 3.54%
SPHQ Invesco Exchange Traded Fd Tr	$0	$438,000 0.03% of portfolio	6,160	Q2 2025 Reduced 66.47%
IDHQ Invesco ETF Tf Ii S&P Intl Dev	$0	$431,000 0.03% of portfolio	13,077	Q2 2025 Reduced 13.74%
ESML Ishares Esg Aware Msci Usa Sma	$0	$413,000 0.02% of portfolio	9,997	Q2 2025 Added 1.95%
DDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$409,000 0.02% of portfolio	9,800	Q4 2023 Added 16.67%
XLI Industrial Sector Spdr	$0	$400,000 0.02% of portfolio	2,714	Q2 2025 Added 21.7%
IWS Ishares Russell Midcap Value E	$0	$399,000 0.02% of portfolio	3,027	Q2 2025 Reduced 4.27%
SOXX Ishares Semiconductor ETF	$0	$379,000 0.02% of portfolio	1,589	Q2 2025 Reduced 1.73%
USMV Ishares Msci Usa Min Vol Facto	$0	$376,000 0.02% of portfolio	4,015	Q2 2025 Added 0.07%
DFEB Ft Tr ETF Viii Ft Cboe Vest Us	$0	$359,000 0.02% of portfolio	8,047	Q1 2025 New
HEFA Ishares Currency Hedged Msci E	$0	$359,000 0.02% of portfolio	9,458	Q2 2025 Reduced 8.63%
NOBL Proshares S&P 500 Dividend Ari	$0	$352,000 0.02% of portfolio	3,505	Q2 2025 Reduced 2.77%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$344,000 0.02% of portfolio	4,595	Q2 2025 Reduced 21.65%
VFH Vanguard Financial ETF	$0	$343,000 0.02% of portfolio	2,701	Q2 2025 Reduced 0.52%
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$303,000 0.02% of portfolio	2,688	Q4 2024 Reduced 25.95%
IOO Ishares Tr Global 100 ETF	$0	$292,000 0.02% of portfolio	2,714	Q2 2025 Reduced 8.43%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$283,000 0.02% of portfolio	3,563	Q2 2025 Reduced 18.37%
AOM Ishares Tr Core Moderate Alloc	$0	$279,000 0.02% of portfolio	6,078	Q2 2025 Reduced 0.51%
IXN Ishares Global Information Tec	$0	$277,000 0.02% of portfolio	3,009	Q4 2023 New
EZM Wisdomtree U.S. Midcap Fund	$0	$259,000 0.02% of portfolio	4,208	Q1 2025 Reduced 3.57%
PXF Invesco Iftse Rafi Dev Mkts Ex	$0	$258,000 0.01% of portfolio	4,498	Q2 2025 New
ITOT Ishares Core S&P Total U.S. St	$0	$253,000 0.01% of portfolio	1,877	Q1 2025 Reduced 1.83%
DVY Ishares Tr	$0	$243,000 0.01% of portfolio	1,835	Q1 2025 Reduced 3.37%
GUNR Flexshares Tr Morningstar Glob	$0	$242,000 0.01% of portfolio	6,036	Q1 2025 Reduced 16.57%
VONV Vanguard Russell 1000 Value Et	$0	$241,000 0.01% of portfolio	2,836	Q2 2025 Added 13.44%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$228,000 0.01% of portfolio	4,665	Q2 2025 Reduced 87.11%
VV Vanguard Large Cap ETF	$0	$222,000 0.01% of portfolio	779	Q2 2025 Reduced 0.76%
VGIT Vanguard Intermediate Term Tre	$0	$217,000 0.01% of portfolio	3,634	Q1 2025 Reduced 8.16%
SPMO Invesco ETF Tr Ii S&P 500 Mome	$0	$209,000 0.01% of portfolio	1,867	Q2 2025 New
SPSM Spdr Portfolio S&P 600 Small C	$0	$200,000 0.01% of portfolio	4,695	Q2 2025 New
RYE Invesco Exchange Traded Fd Tr	$0	$0 0.0% of portfolio	7,814	Q2 2025 New
RTM Invesco S&P 500 Equal Weight M	$0	$0 0.0% of portfolio	21,848	Q2 2025 Reduced 3.36%

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