Mpwm Advisory Solutions, LLC ETFs

Mpwm Advisory Solutions, LLC

$137 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPY Spdr S&P 500 ETF Trust	$0	$31.3 Billion 22.88% of portfolio	53,423	Q4 2024 New
SPTM Spdr Portfolio S&P 1500 Compos	$0	$11.7 Billion 8.56% of portfolio	163,970	Q4 2024 New
SPTL Spdr Portfolio Long Term Treas	$0	$6.15 Billion 4.5% of portfolio	234,862	Q4 2024 New
QQQM Invesco Exchange Traded Fd Tr	$0	$5.47 Billion 4.0% of portfolio	25,978	Q4 2024 New
QQQ Invesco Qqq Trust, Series 1	$0	$5 Billion 3.66% of portfolio	9,784	Q4 2024 New
XLI Industrial Sector Spdr	$0	$3.95 Billion 2.89% of portfolio	29,998	Q4 2024 New
IWM Ishares Russell 2000 ETF	$0	$3.73 Billion 2.72% of portfolio	16,861	Q4 2024 New
DFUS Dimensional ETF Tr U S Equity	$0	$3.58 Billion 2.62% of portfolio	56,212	Q4 2024 New
INDA Ishares Msci India Index Fund	$0	$3.15 Billion 2.3% of portfolio	59,875	Q4 2024 New
CLOI Vaneck ETF Tr	$0	$3.07 Billion 2.24% of portfolio	58,175	Q4 2024 New
CDL Victory Portf Ii Shs Us Lrg Ca	$0	$3.06 Billion 2.24% of portfolio	46,915	Q4 2024 New
BUFQ First Tr Ex Tr Fd Viii Ft Cboe	$0	$2.39 Billion 1.75% of portfolio	76,084	Q4 2024 New
TFLO Ishares Treasury Floating Rate	$0	$2.38 Billion 1.74% of portfolio	47,212	Q4 2024 New
SPYV Spdr Portfolio S&P 500 Value E	$0	$2.03 Billion 1.48% of portfolio	39,667	Q4 2024 New
SDVY First Tr ETF Vi Smid Cap Risin	$0	$1.81 Billion 1.32% of portfolio	50,406	Q4 2024 New
UCON First Tr ETF Viii Tcw Unconstr	$0	$1.6 Billion 1.17% of portfolio	64,954	Q4 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$1.59 Billion 1.16% of portfolio	17,162	Q4 2024 New
MGC Vanguard Mega Cap ETF	$0	$1.01 Billion 0.74% of portfolio	4,761	Q4 2024 New
VO Vanguard Mid Cap ETF	$0	$847 Million 0.62% of portfolio	3,206	Q4 2024 New
MGK Vanguard Mega Cap Growth ETF	$0	$755 Million 0.55% of portfolio	2,198	Q4 2024 New
DFIV Dimensional ETF Tr	$0	$697 Million 0.51% of portfolio	19,658	Q4 2024 New
VOO Vanguard Index Fds S&P 500 ETF	$0	$642 Million 0.47% of portfolio	1,192	Q4 2024 New
VB Vanguard Small Cap ETF	$0	$587 Million 0.43% of portfolio	2,444	Q4 2024 New
SGOV Ishares Trishares 0 3 Mnth Tre	$0	$567 Million 0.41% of portfolio	5,648	Q4 2024 New
DFAC Dimensional ETF Tr U S Core Eq	$0	$559 Million 0.41% of portfolio	16,163	Q4 2024 New
JPST Jp Morgan ETF Tr Ultra Short I	$0	$515 Million 0.38% of portfolio	10,221	Q4 2024 New
PFXF Vaneck ETF Tr Preferred Securi	$0	$504 Million 0.37% of portfolio	29,243	Q4 2024 New
DFUV Dimensional ETF Tr Us Marketwi	$0	$479 Million 0.35% of portfolio	11,703	Q4 2024 New
CFA Victory Portfolios Ii Shs Us 5	$0	$445 Million 0.33% of portfolio	5,239	Q4 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$432 Million 0.32% of portfolio	6,634	Q4 2024 New
QGRO American Centy ETF Tr Stoxx Us	$0	$393 Million 0.29% of portfolio	3,945	Q4 2024 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$382 Million 0.28% of portfolio	7,937	Q4 2024 New
BUFR First Tr Ex Td Viii Ft Cboe Ve	$0	$373 Million 0.27% of portfolio	12,243	Q4 2024 New
PULS Pgim ETF Tr	$0	$372 Million 0.27% of portfolio	7,512	Q4 2024 New
IWB Ishares Tr Russell 1000 ETF	$0	$357 Million 0.26% of portfolio	1,107	Q4 2024 New
XLK Technology Sector Spdr	$0	$316 Million 0.23% of portfolio	1,360	Q4 2024 New
IJH Ishares Core S&P Mid Cap ETF	$0	$306 Million 0.22% of portfolio	4,903	Q4 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$297 Million 0.22% of portfolio	3,969	Q4 2024 New
GLD Spdr Gold Trust	$93.5B	$296 Million 0.22% of portfolio	1,222	Q4 2024 New
RDVY First Trust Rising Dividend Ac	$0	$286 Million 0.21% of portfolio	4,828	Q4 2024 New
EMB Ishares Tr	$0	$276 Million 0.2% of portfolio	3,100	Q4 2024 New
VV Vanguard Large Cap ETF	$0	$266 Million 0.19% of portfolio	988	Q4 2024 New
IWF Ishares Russell 1000 Gr ETF	$0	$264 Million 0.19% of portfolio	656	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua	$0	$235 Million 0.17% of portfolio	1,845	Q4 2024 New
VEA Vanguard Ftse Developed Market	$0	$216 Million 0.16% of portfolio	4,507	Q4 2024 New
UITB Usaa ETF Tr Core Intermediate	$0	$189 Million 0.14% of portfolio	4,123	Q4 2024 New
FICS First Tr Exchange Traded Fd Vi	$0	$176 Million 0.13% of portfolio	5,175	Q4 2024 New
TLT Ishares Barclays 20+ Year Trea	$0	$169 Million 0.12% of portfolio	1,939	Q4 2024 New
AGG Ishares Core U.S. Aggregate Bo	$0	$147 Million 0.11% of portfolio	1,520	Q4 2024 New
NDMO Nuveen Dynamic Municipal Opportunities Fund	$0	$146 Million 0.11% of portfolio	14,522	Q4 2024 New

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