N.E.W. Advisory Services LLC ETFs

N.E.W. Advisory Services LLC

$1.11 Billion
Q3 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWP Ishares Russell Mid Cap Growth	$0	$174,000 0.02% of portfolio	1,228	Q1 2025 New
VNQ Vanguard Specialized Funds Van	$0	$164,000 0.01% of portfolio	1,795	Q1 2025 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$163,000 0.01% of portfolio	1,890	Q3 2025 Reduced 49.42%
XLV Select Sector Spdr Fund Health	$0	$162,000 0.01% of portfolio	1,170	Q2 2025 Reduced 15.46%
RSP Invesco S&P 500 Equal Weight E	$0	$151,000 0.01% of portfolio	796	Q3 2025 Reduced 1.85%
SLYG Spdr S&P 600 Small Cap Growth	$0	$150,000 0.01% of portfolio	1,591	Q3 2025 Added 3.58%
GAL Ssga Active ETF Tr	$0	$149,000 0.01% of portfolio	3,044	Q3 2025 Added 0.07%
SPSM Spdr Portfolio S&P 600 Small C	$0	$149,000 0.01% of portfolio	3,238	Q3 2025 Added 1.35%
IDU Ishares Tr U S Utils ETF	$0	$137,000 0.01% of portfolio	1,244	Q1 2025 New
ESGV Vanguard World Fd Esg U.S. Sto	$0	$129,000 0.01% of portfolio	1,093	Q3 2025 Reduced 0.46%
AGG Ishares Core U.S. Aggregate Bo	$0	$118,000 0.01% of portfolio	1,180	Q1 2025 New
JNK Spdr Bloomberg High Yield Bond	$0	$116,000 0.01% of portfolio	1,193	Q3 2025 Reduced 3.48%
IJS Ishares S&P Smallcap 600 Value	$0	$107,000 0.01% of portfolio	972	Q1 2025 New
SCHD Schwab Strategic Tr Us Dividen	$0	$103,000 0.01% of portfolio	3,797	Q3 2025 Added 19.4%
EFA Ishares Tr Msci Eafe ETF	$0	$97,000 0.01% of portfolio	1,041	Q1 2025 New
IAU Ishares Gold Trust	$63.9B	$96,000 0.01% of portfolio	1,332	Q3 2025 Reduced 0.37%
VOE Vanguard Mid Cap Value Index F	$0	$95,000 0.01% of portfolio	546	Q3 2025 Added 0.37%
XLE Energy Sector Spdr	$0	$93,000 0.01% of portfolio	1,045	Q3 2025 Reduced 0.76%
IHF Ishares Tr	$0	$91,000 0.01% of portfolio	1,845	Q1 2025 New
JPME Jpmorgan Tr. Diversified Retur	$0	$90,000 0.01% of portfolio	833	Q3 2025 Reduced 88.09%
EFAX Spdr Index Shs Fds Msci Eafe F	$0	$87,000 0.01% of portfolio	1,781	Q3 2025 Reduced 2.84%
SCHA Schwab Strategic Tr Us Small C	$0	$83,000 0.01% of portfolio	3,000	Q1 2025 New
FTCS First Trust Capital Strength E	$0	$78,000 0.01% of portfolio	833	Q3 2025 Added 0.24%
BIL Spdr Bloomberg 1 3 Month T Bil	$0	$75,000 0.01% of portfolio	825	Q3 2025 Added 45.76%
LQD Ishares Iboxx $ Investment Gra	$0	$75,000 0.01% of portfolio	675	Q2 2025 Reduced 3.98%
IYH Ishares Tr	$0	$73,000 0.01% of portfolio	1,260	Q2 2025 Reduced 10.64%
JEPQ J P Morgan ETF Tr Nasdaq Equit	$0	$68,000 0.01% of portfolio	1,195	Q3 2025 Added 0.34%
DVY Ishares Tr	$0	$68,000 0.01% of portfolio	480	Q1 2025 New
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$65,000 0.01% of portfolio	859	Q3 2025 Added 6.84%
IJJ Ishares S&P Midcap 400 Value E	$0	$63,000 0.01% of portfolio	488	Q1 2025 New
IYLD Ishares Tr Ishares Morningstar	$0	$62,000 0.01% of portfolio	2,916	Q1 2025 New
ICF Ishares Tr	$0	$61,000 0.01% of portfolio	992	Q1 2025 New
IYK Ishares U.S. Consumer Staples	$0	$60,000 0.01% of portfolio	885	Q3 2025 Added 0.34%
IGM Ishares Expanded Tech Sector E	$0	$60,000 0.01% of portfolio	482	Q2 2025 Reduced 49.95%
PFF Ishares Trust Ishares Pfd And	$0	$60,000 0.01% of portfolio	1,902	Q1 2025 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$59,000 0.01% of portfolio	589	Q2 2025 Reduced 49.83%
BUFD First Tr Exc Trd Fd Viii Ft Cb	$0	$58,000 0.01% of portfolio	2,105	Q2 2025 Reduced 65.41%
IYE Ishares Tr	$0	$55,000 0.0% of portfolio	1,163	Q1 2025 New
IGSB Ishares Trust Ishares 1 5 Year	$0	$52,000 0.0% of portfolio	997	Q1 2025 New
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$52,000 0.0% of portfolio	1,115	Q3 2025 Reduced 34.45%
SCHF Schwab Strategic Tr Intl Eqty	$0	$47,000 0.0% of portfolio	2,029	Q3 2025 Added 0.55%
IOO Ishares Tr Global 100 ETF	$0	$46,000 0.0% of portfolio	384	Q3 2025 Added 146.15%
PJP Invesco Exchange Traded Fd Tr	$0	$42,000 0.0% of portfolio	457	Q3 2025 Added 0.22%
VGK Vanguard Ftse Europe ETF Ftse	$0	$40,000 0.0% of portfolio	510	Q3 2025 Reduced 8.11%
AOR Ishares Tr Core Growth Allocat	$0	$39,000 0.0% of portfolio	618	Q1 2025 New
IBB Ishares Biotechnology ETF	$0	$39,000 0.0% of portfolio	272	Q2 2025 Reduced 22.06%
XHE Spdr Ser Tr S&P Health Care Eq	$0	$39,000 0.0% of portfolio	498	Q3 2025 Reduced 6.21%
SPYD Spdr Portfolio S&P 500 High Di	$0	$37,000 0.0% of portfolio	863	Q3 2025 Added 342.56%
TDIV First Trust Nasdaq Technology	$0	$37,000 0.0% of portfolio	380	Q3 2025 Reduced 11.21%
XLY Select Sector Spdr Consumer Di	$0	$37,000 0.0% of portfolio	155	Q1 2025 New

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