Mc Kinley Carter Wealth Services, Inc. ETFs

Mc Kinley Carter Wealth Services, Inc.

$1.56 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
FAUG First Tr ETF Viii Cboe Vest Us	$0	$650,000 0.04% of portfolio	14,349	Q3 2024 Added 2.4%
GLD Spdr Gold Trust	$106B	$624,000 0.04% of portfolio	2,166	Q4 2024 Added 48.87%
IWN Ishares Russell2000 Val ETF	$0	$616,000 0.04% of portfolio	4,080	Q1 2025 Reduced 4.92%
VWO Vanguard Ftse Emerging Mkts Et	$0	$610,000 0.04% of portfolio	13,471	Q1 2025 Reduced 9.25%
FDN First Tr Fd Dow Jones	$0	$559,000 0.04% of portfolio	2,507	Q4 2024 Reduced 4.31%
SCHG Schwab Strategic Tr Us Large C	$0	$557,000 0.04% of portfolio	22,268	Q1 2025 New
ANGL Vaneck ETF Tr Fallen Angel Hig	$0	$543,000 0.03% of portfolio	18,868	Q1 2025 Reduced 14.45%
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$537,000 0.03% of portfolio	21,637	Q4 2024 Reduced 1.26%
VIG Vanguard Dividend Appreciation	$0	$467,000 0.03% of portfolio	2,564	Q1 2025 Added 0.31%
VGSH Vanguard	$0	$466,000 0.03% of portfolio	7,946	Q1 2025 New
VLUE Ishares Msci Usa Value Factor	$0	$459,000 0.03% of portfolio	4,340	Q1 2025 Reduced 2.03%
IDHQ Invesco ETF Tf Ii S&P Intl Dev	$0	$459,000 0.03% of portfolio	15,160	Q1 2025 Reduced 56.6%
SPYG Spdr Portfolio	$0	$454,000 0.03% of portfolio	5,670	Q1 2025 Added 0.04%
IWY Ishares Tr Russell 200 Growth	$0	$441,000 0.03% of portfolio	2,096	Q1 2025 Reduced 9.85%
XAR Spdr S&P Aerospace & Defense E	$0	$436,000 0.03% of portfolio	2,699	Q4 2023 Added 21.69%
PPA Invesco Exchange Traded Fd Tr	$0	$434,000 0.03% of portfolio	3,720	Q1 2025 Reduced 2.29%
BNDX Vanguard Total International B	$0	$433,000 0.03% of portfolio	8,874	Q1 2025 Added 87.33%
XT Ishares Tr Exponential Technol	$0	$410,000 0.03% of portfolio	7,093	Q4 2024 Added 0.31%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$396,000 0.03% of portfolio	5,865	Q3 2024 Reduced 0.91%
IWS Ishares Russell Midcap Value E	$0	$395,000 0.03% of portfolio	3,162	Q1 2025 Reduced 1.68%
DDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$383,000 0.02% of portfolio	9,800	Q4 2023 Added 16.67%
HEFA Ishares Currency Hedged Msci E	$0	$378,000 0.02% of portfolio	10,351	Q1 2025 Reduced 20.04%
ESML Ishares Esg Aware Msci Usa Sma	$0	$377,000 0.02% of portfolio	9,806	Q1 2025 Added 5.43%
USMV Ishares Msci Usa Min Vol Facto	$0	$372,000 0.02% of portfolio	4,012	Q1 2025 Added 0.07%
NOBL Proshares S&P 500 Dividend Ari	$0	$363,000 0.02% of portfolio	3,605	Q4 2024 Reduced 2.17%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$344,000 0.02% of portfolio	4,365	Q1 2025 Reduced 31.1%
DFEB Ft Tr ETF Viii Ft Cboe Vest Us	$0	$338,000 0.02% of portfolio	8,047	Q1 2025 New
VFH Vanguard Financial ETF	$0	$320,000 0.02% of portfolio	2,715	Q1 2025 Added 0.3%
SOXX Ishares Semiconductor ETF	$0	$305,000 0.02% of portfolio	1,617	Q1 2025 Added 4.32%
IMCG Ishare Morningstar Mid Cap Gro	$0	$298,000 0.02% of portfolio	4,183	Q1 2025 Reduced 0.05%
SCHE Schwab Strategic Tr Us Emergin	$0	$296,000 0.02% of portfolio	10,747	Q1 2025 Reduced 13.91%
AIVL Wisdomtree U.S. Ai Enhanced Va	$0	$293,000 0.02% of portfolio	2,688	Q4 2024 Reduced 25.95%
XLI Industrial Sector Spdr	$0	$290,000 0.02% of portfolio	2,230	Q1 2025 Added 0.04%
IOO Ishares Tr Global 100 ETF	$0	$285,000 0.02% of portfolio	2,964	Q1 2025 Added 9.21%
ACWI Ishares Msci Acwi ETF	$0	$269,000 0.02% of portfolio	2,316	Q1 2025 Added 25.26%
AOM Ishares Tr Core Moderate Alloc	$0	$267,000 0.02% of portfolio	6,109	Q4 2024 Reduced 23.56%
EZM Wisdomtree U.S. Midcap Fund	$0	$249,000 0.02% of portfolio	4,208	Q1 2025 Reduced 3.57%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$245,000 0.02% of portfolio	4,720	Q4 2023 New
DVY Ishares Tr	$0	$243,000 0.02% of portfolio	1,835	Q1 2025 Reduced 3.37%
ISCF Ishares Msci Intl Small Cap Mu	$0	$237,000 0.02% of portfolio	6,994	Q1 2025 Reduced 42.99%
GUNR Flexshares Tr Morningstar Glob	$0	$233,000 0.01% of portfolio	6,036	Q1 2025 Reduced 16.57%
ITOT Ishares Core S&P Total U.S. St	$0	$227,000 0.01% of portfolio	1,877	Q1 2025 Reduced 1.83%
IXN Ishares Global Information Tec	$0	$227,000 0.01% of portfolio	3,009	Q4 2023 New
VGIT Vanguard Intermediate Term Tre	$0	$215,000 0.01% of portfolio	3,634	Q1 2025 Reduced 8.16%
SLYV Spdr S&P 600 Small Cap Value E	$0	$209,000 0.01% of portfolio	2,681	Q1 2025 Reduced 2.69%
VONV Vanguard Russell 1000 Value Et	$0	$204,000 0.01% of portfolio	2,500	Q3 2024 New
VV Vanguard Large Cap ETF	$0	$200,000 0.01% of portfolio	785	Q1 2025 Added 0.9%
RTM Invesco S&P 500 Equal Weight M	$0	$0 0.0% of portfolio	22,608	Q1 2025 Reduced 6.82%

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