Mesirow Financial Investment Management, Inc. ETFs

Mesirow Financial Investment Management, Inc.

$5.23 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MOAT Vaneck Morningstar Wide Moat E	$0	$226 Million 4.31% of portfolio	2,627,317	Q3 2025 Reduced 1.55%
IJR Ishares Core S&P Sm Cap ETF	$0	$176 Million 3.36% of portfolio	1,478,144	Q3 2025 Added 2.99%
IVV Ishares Core S&P 500 ETF	$0	$162 Million 3.1% of portfolio	241,999	Q3 2025 Added 0.13%
ITOT Ishares Core S&P Total U.S. St	$0	$149 Million 2.85% of portfolio	1,022,868	Q3 2025 Added 0.28%
VOO Vanguard Index Fds S&P 500 ETF	$0	$122 Million 2.34% of portfolio	199,746	Q3 2025 Reduced 1.11%
SPY Spdr S&P 500 ETF Trust	$0	$89.9 Million 1.72% of portfolio	134,967	Q3 2025 Reduced 1.59%
IWF Ishares Russell 1000 Gr ETF	$0	$89 Million 1.7% of portfolio	190,001	Q3 2025 Added 0.65%
VYM Vanguard Whitehall Fds (Vangua	$0	$77.3 Million 1.48% of portfolio	548,452	Q3 2025 Reduced 3.79%
GLD Spdr Gold Trust	$130B	$76.2 Million 1.46% of portfolio	214,398	Q3 2025 Added 1.01%
VXUS Vanguard Star Fd Vanguard Tota	$0	$63.9 Million 1.22% of portfolio	869,407	Q3 2025 Added 3.16%
IWR Ishares Russell Mid Cap ETF	$0	$52.9 Million 1.01% of portfolio	547,963	Q3 2025 Added 0.11%
IJH Ishares Core S&P Mid Cap ETF	$0	$47.8 Million 0.91% of portfolio	732,337	Q3 2025 Added 9.02%
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$47.8 Million 0.91% of portfolio	474,512	Q3 2025 Added 20.94%
VUG Vanguard Growth ETF	$0	$44.8 Million 0.86% of portfolio	93,352	Q3 2025 Added 4.53%
IWD Ishares Russell 1000 Val ETF	$0	$42.6 Million 0.81% of portfolio	209,354	Q3 2025 Added 1.75%
VEA Vanguard Ftse Developed Market	$0	$39.5 Million 0.76% of portfolio	659,897	Q3 2025 Added 0.48%
VTV Vanguard Value ETF	$0	$39 Million 0.75% of portfolio	208,940	Q3 2025 Added 0.81%
AOR Ishares Tr Core Growth Allocat	$0	$36.9 Million 0.71% of portfolio	573,177	Q3 2025 Reduced 3.54%
VIG Vanguard Dividend Appreciation	$0	$35.9 Million 0.69% of portfolio	197,010	Q3 2025 Added 1.65%
EFA Ishares Tr Msci Eafe ETF	$0	$32.7 Million 0.63% of portfolio	350,287	Q3 2025 Reduced 0.48%
IEFA Ishares Tr	$0	$32.6 Million 0.62% of portfolio	373,911	Q3 2025 Added 4.39%
MGC Vanguard Mega Cap ETF	$0	$31.6 Million 0.6% of portfolio	129,288	Q3 2025 Added 21.01%
VCSH Vanguard Sht Term Corp Bd ETF	$0	$29.4 Million 0.56% of portfolio	367,435	Q3 2025 Added 5.32%
VT Vanguard Total World Stk Index	$0	$27.4 Million 0.52% of portfolio	198,849	Q3 2025 Added 1.74%
VOE Vanguard Mid Cap Value Index F	$0	$25.6 Million 0.49% of portfolio	146,499	Q3 2025 Added 1.28%
IJJ Ishares S&P Midcap 400 Value E	$0	$25 Million 0.48% of portfolio	192,427	Q3 2025 Reduced 9.41%
GAL Ssga Active ETF Tr	$0	$24.7 Million 0.47% of portfolio	502,702	Q3 2025 Reduced 6.63%
VO Vanguard Mid Cap ETF	$0	$24.1 Million 0.46% of portfolio	82,142	Q3 2025 Reduced 1.19%
IWM Ishares Russell 2000 ETF	$0	$22.6 Million 0.43% of portfolio	93,526	Q3 2025 Reduced 1.08%
SHY Ishares Barclays 1 3 Year Trea	$0	$22.3 Million 0.43% of portfolio	268,607	Q3 2025 Added 2.11%
IWP Ishares Russell Mid Cap Growth	$0	$20.3 Million 0.39% of portfolio	142,861	Q3 2025 Added 0.76%
IVE Ishares S&P 500 Value ETF	$0	$20 Million 0.38% of portfolio	97,018	Q3 2025 Added 0.26%
VONG Vanguard Russell 1000 Growth E	$0	$19.7 Million 0.38% of portfolio	163,258	Q3 2025 Added 1.63%
QQQ Invesco Qqq Trust, Series 1	$0	$19.6 Million 0.37% of portfolio	32,580	Q3 2025 Added 4.85%
IVW Ishares S&P 500 Growth ETF	$0	$19.2 Million 0.37% of portfolio	159,115	Q3 2025 Reduced 0.73%
VOOV Vanguard S&P 500 Value ETF	$0	$16.3 Million 0.31% of portfolio	81,769	Q3 2025 Added 1.73%
IBDQ Ishares Ibonds Dec 2025 Term C	$0	$15.2 Million 0.29% of portfolio	603,301	Q3 2025 Reduced 0.57%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$15.1 Million 0.29% of portfolio	25,355	Q3 2025 Reduced 0.43%
SDY Spdr Series Tr Spdr S&P Divide	$0	$14.5 Million 0.28% of portfolio	103,444	Q3 2025 Added 1.09%
AOA Ishares Tr Core Aggressive All	$0	$13.7 Million 0.26% of portfolio	155,008	Q3 2025 Reduced 0.04%
IAU Ishares Gold Trust	$65.3B	$13.6 Million 0.26% of portfolio	186,739	Q3 2025 Added 0.13%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$13.5 Million 0.26% of portfolio	569,624	Q3 2025 Added 2.29%
IEMG Ishares Inc	$0	$13.2 Million 0.25% of portfolio	246,387	Q3 2025 Added 1.02%
SCHD Schwab Strategic Tr Us Dividen	$0	$12.6 Million 0.24% of portfolio	463,281	Q3 2025 Added 0.97%
VWO Vanguard Ftse Emerging Mkts Et	$0	$12 Million 0.23% of portfolio	221,835	Q3 2025 Added 2.96%
SUB Ishares Short Term National Mu	$0	$11.6 Million 0.22% of portfolio	108,573	Q3 2025 Added 1.0%
XLK Technology Sector Spdr	$0	$11.5 Million 0.22% of portfolio	40,914	Q3 2025 Reduced 1.89%
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$11 Million 0.21% of portfolio	453,116	Q3 2025 Added 2.18%
DFAC Dimensional ETF Tr U S Core Eq	$0	$9.74 Million 0.19% of portfolio	252,601	Q3 2025 Added 6.6%
DIVO Amplify ETF Tr Amplify Cwp Enh	$0	$9.48 Million 0.18% of portfolio	212,638	Q3 2025 Added 27.27%

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