Mesirow Financial Investment Management, Inc. ETFs

Mesirow Financial Investment Management, Inc.

$4.9 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWO Ishares Russell 2000 Gwt ETF	$0	$706,000 0.01% of portfolio	2,763	Q1 2025 Added 0.07%
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$698,000 0.01% of portfolio	8,612	Q1 2025 Reduced 14.57%
SCHF Schwab Strategic Tr Intl Eqty	$0	$695,000 0.01% of portfolio	35,152	Q1 2025 Added 47.3%
IBTH Ishares Tr Ibonds Dec 2027 Ter	$0	$650,000 0.01% of portfolio	29,022	Q1 2025 Reduced 0.47%
XLU Utilities Sector Spdr	$0	$642,000 0.01% of portfolio	8,154	Q1 2025 Added 1.87%
VTWO Vanguard Russell 2000 ETF	$0	$633,000 0.01% of portfolio	7,858	Q1 2025 Added 126.26%
AOM Ishares Tr Core Moderate Alloc	$0	$628,000 0.01% of portfolio	14,320	Q1 2025 Added 0.7%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$619,000 0.01% of portfolio	1,476	Q1 2025 Added 143.97%
GBTC Grayscale Bitcoin Trust (Btc)	$57.1B	$591,000 0.01% of portfolio	9,080	Q1 2025 Reduced 49.36%
VEGI Ishares Inc Msci Global Agricu	$0	$583,000 0.01% of portfolio	15,720	Q2 2024 New
USFR Wisdomtree Floating Rate Treas	$0	$582,000 0.01% of portfolio	11,567	Q1 2025 Added 186.45%
VGSH Vanguard	$0	$576,000 0.01% of portfolio	9,820	Q1 2025 Added 84.76%
XLV Select Sector Spdr Fund Health	$0	$558,000 0.01% of portfolio	3,828	Q1 2025 Reduced 15.14%
DSI Ishares Msci Kld 400 Social Et	$0	$549,000 0.01% of portfolio	5,365	Q1 2025 Added 0.22%
IEF Ishares Barclays	$0	$531,000 0.01% of portfolio	5,570	Q1 2025 Added 100.0%
XYLD Global X Fds S&P 500 Covered C	$0	$529,000 0.01% of portfolio	13,397	Q1 2025 Added 4.01%
FDL First Tr Morningstar Dividend	$0	$525,000 0.01% of portfolio	12,091	Q2 2024 New
VOT Vanguard Mid Cap Growth Index	$0	$514,000 0.01% of portfolio	2,103	Q1 2025 Added 0.14%
PHO Invesco Exchange Traded Fd Tr	$0	$482,000 0.01% of portfolio	7,481	Q1 2025 Added 0.07%
VCIT Vanguard Intermediate Term Cor	$0	$463,000 0.01% of portfolio	5,673	Q1 2025 Reduced 14.49%
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$452,000 0.01% of portfolio	9,063	Q1 2025 Reduced 0.55%
IWV Ishares Russell 3000 ETF	$0	$449,000 0.01% of portfolio	1,415	Q1 2025 Added 14.57%
IWN Ishares Russell2000 Val ETF	$0	$428,000 0.01% of portfolio	2,836	Q1 2025 Added 10.87%
DFAT Dimensional ETF Tr U S Target	$0	$422,000 0.01% of portfolio	8,210	Q1 2025 Added 0.28%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$416,000 0.01% of portfolio	20,153	Q2 2024 New
QUAL Ishares Msci Usa Quality Facto	$0	$407,000 0.01% of portfolio	2,386	Q1 2025 Added 10.16%
VXF Vanguard Extended Market ETF	$0	$407,000 0.01% of portfolio	2,365	Q1 2025 Reduced 1.21%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$384,000 0.01% of portfolio	4,197	Q1 2025 Added 35.91%
DBC Invesco Db Commodity Index Tracking Fund	$3.56B	$373,000 0.01% of portfolio	16,618	Q4 2024 Added 5.3%
VV Vanguard Large Cap ETF	$0	$363,000 0.01% of portfolio	1,416	Q1 2025 Added 0.07%
IYH Ishares Tr	$0	$348,000 0.01% of portfolio	5,728	Q1 2025 Added 0.1%
FHLC Fidelity Covington Tr Msci Hea	$0	$325,000 0.01% of portfolio	4,768	Q1 2025 Added 52.19%
IGE Ishares Tr North Amern Nat Res	$0	$320,000 0.01% of portfolio	7,051	Q2 2024 New
SLV I Shares Silver Trust	$17.3B	$315,000 0.01% of portfolio	10,178	Q1 2025 New
IXC Ishares Tr Global Energy ETF	$0	$293,000 0.01% of portfolio	6,977	Q2 2024 New
IXG Ishares Global Fin'L ETF	$0	$285,000 0.01% of portfolio	2,775	Q2 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$281,000 0.01% of portfolio	1,459	Q1 2025 Reduced 38.28%
VNLA Janus Henderson Short Duration	$0	$277,000 0.01% of portfolio	5,652	Q3 2024 Reduced 3.42%
DJP Barclays Bank PLC	$0	$260,000 0.01% of portfolio	8,050	Q4 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$257,000 0.01% of portfolio	3,367	Q2 2024 New
XLP Consumer Staples Sector Spdr	$0	$254,000 0.01% of portfolio	3,349	Q1 2025 Reduced 17.25%
SHYD Vaneck Short High Yield Muni E	$0	$233,000 0.0% of portfolio	10,400	Q2 2024 New
ITA Ishares Tr	$0	$228,000 0.0% of portfolio	1,490	Q3 2024 New
AVEM American Centy ETF Tr Avantis	$0	$224,000 0.0% of portfolio	3,738	Q1 2025 Reduced 37.9%
BSCQ Invesco Et Self Idxd Fd Tr Bul	$0	$222,000 0.0% of portfolio	11,447	Q2 2024 New
GNR Spdr S&P Global Natural Resour	$0	$210,000 0.0% of portfolio	3,950	Q1 2025 New
MSOS Advisorshares Tr Pure Us Canna	$0	$198,000 0.0% of portfolio	76,200	Q4 2024 Added 235.68%

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