Newbridge Financial Services Group, Inc. ETFs

Newbridge Financial Services Group, Inc.

$575 Million
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VNQ Vanguard Specialized Funds Van	$0	$42,000 0.01% of portfolio	478	Q2 2025 Reduced 35.92%
XRMI Global X Fds S&P 500 Risk Mana	$0	$41,000 0.01% of portfolio	2,306	Q1 2025 Added 4.53%
MDIV First Trust Multi Asset Divers	$0	$40,000 0.01% of portfolio	2,536	Q2 2025 Reduced 45.05%
DVY Ishares Tr	$0	$40,000 0.01% of portfolio	307	Q2 2025 Added 0.66%
IWB Ishares Tr Russell 1000 ETF	$0	$39,000 0.01% of portfolio	117	Q1 2025 Added 588.24%
VT Vanguard Total World Stk Index	$0	$39,000 0.01% of portfolio	307	Q2 2025 Reduced 97.39%
EZM Wisdomtree U.S. Midcap Fund	$0	$39,000 0.01% of portfolio	632	Q4 2022 New
FXY Invesco Currency Shares Japanese Yen Trust	$131M	$38,000 0.01% of portfolio	600	Q4 2024 Reduced 62.5%
EMB Ishares Tr	$0	$38,000 0.01% of portfolio	417	Q2 2025 Added 1.21%
IGV Ishares Expanded Tech Software	$0	$37,000 0.01% of portfolio	345	Q2 2025 Added 72.5%
DWAS Invesco ETF Tr Ii Dwa Smallcap	$0	$36,000 0.01% of portfolio	430	Q3 2020 New
VCSH Vanguard Sht Term Corp Bd ETF	$0	$36,000 0.01% of portfolio	465	Q2 2025 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$36,000 0.01% of portfolio	523	Q2 2025 Added 0.77%
MUST Columbia ETF Tr I Multi Sector	$0	$35,000 0.01% of portfolio	1,765	Q4 2022 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$34,000 0.01% of portfolio	1,660	Q1 2024 New
GOVZ Ishares 25+ Year Treasury Stri	$0	$33,000 0.01% of portfolio	3,438	Q3 2024 Added 73.99%
ZROZ Pimco ETF Tr 25+ Yr Zero Cpn U	$0	$33,000 0.01% of portfolio	500	Q1 2025 Reduced 28.98%
SCHD Schwab Strategic Tr Us Dividen	$0	$33,000 0.01% of portfolio	1,275	Q2 2025 Reduced 15.62%
QCLN First Tr Nasdaq Clean Edge Gre	$0	$32,000 0.01% of portfolio	1,000	Q4 2022 Reduced 28.57%
IMTB Ishares Tr	$0	$32,000 0.01% of portfolio	744	Q4 2023 New
PTLC Pacer Fds Tr Trendpilot Us Lar	$0	$32,000 0.01% of portfolio	645	Q1 2025 Added 0.47%
XITK Spdr Ser Tr Factset Innovative	$0	$32,000 0.01% of portfolio	172	Q2 2024 New
XLC Select Sector Spdr Tr Communic	$0	$31,000 0.01% of portfolio	287	Q2 2025 Reduced 29.14%
VYM Vanguard Whitehall Fds (Vangua	$0	$31,000 0.01% of portfolio	237	Q1 2025 Reduced 43.03%
DIV Global X Superdividend Us ETF	$0	$30,000 0.01% of portfolio	1,800	Q2 2025 Reduced 28.57%
VONG Vanguard Russell 1000 Growth E	$0	$30,000 0.01% of portfolio	276	Q2 2025 Reduced 25.61%
IXC Ishares Tr Global Energy ETF	$0	$29,000 0.01% of portfolio	744	Q2 2025 Added 1.64%
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$29,000 0.01% of portfolio	1,089	Q2 2025 New
MEAR Blackrock Short Maturity Munic	$0	$29,000 0.01% of portfolio	577	Q2 2025 New
COWZ Pacer Fds Tr Us Cash Cows 100	$0	$29,000 0.01% of portfolio	527	Q2 2025 Added 1,217.5%
SMMU Pimco ETF Tr Sht Term Mun Bd A	$0	$29,000 0.01% of portfolio	579	Q2 2025 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$29,000 0.01% of portfolio	1,232	Q2 2025 Added 171.37%
FUMB First Tr ETF Iii Enhanced Shor	$0	$28,000 0.0% of portfolio	1,436	Q2 2025 New
FTGC First Trust Global Tactical CO	$0	$27,000 0.0% of portfolio	1,117	Q2 2025 Added 54.07%
FTSM First Tr Enhanced Traded Fd Iv	$0	$26,000 0.0% of portfolio	450	Q2 2025 Added 1,566.67%
XLE Energy Sector Spdr	$0	$25,000 0.0% of portfolio	296	Q2 2025 Reduced 36.89%
BIV Vanguard Bd Index Fd Inc Inter	$0	$25,000 0.0% of portfolio	325	Q2 2025 Reduced 23.35%
VOX Vanguard Communication Service	$0	$25,000 0.0% of portfolio	152	Q1 2025 Added 0.66%
NUGT Direxion Shs ETF Tr Daily Gold	$0	$24,000 0.0% of portfolio	335	Q3 2023 Reduced 30.93%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$24,000 0.0% of portfolio	332	Q2 2025 Added 0.3%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$24,000 0.0% of portfolio	334	Q1 2025 Added 67.0%
VYMI Vanguard Whitehall Fds Intl Hi	$0	$24,000 0.0% of portfolio	300	Q2 2025 Added 1.35%
ESGV Vanguard World Fd Esg U.S. Sto	$0	$24,000 0.0% of portfolio	221	Q2 2025 Added 0.45%
GTO Invesco Actively Managed ETF T	$0	$23,000 0.0% of portfolio	501	Q4 2024 Reduced 34.6%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$22,000 0.0% of portfolio	2,000	Q1 2025 Reduced 39.85%
FNDC Schwab Fundamental Intl Small	$0	$22,000 0.0% of portfolio	526	Q4 2024 New
FTEC Fidelity Covington Tr Msci Inf	$0	$21,000 0.0% of portfolio	111	Q1 2025 Reduced 57.47%
FPX First Trust Us Equity Opportun	$0	$21,000 0.0% of portfolio	150	Q2 2025 New
IYG Ishares Tr	$0	$21,000 0.0% of portfolio	250	Q1 2025 Added 0.4%
RMMZ River North Managed Duration Municipal Income Fund Ii, Inc.	$0	$21,000 0.0% of portfolio	1,500	Q2 2025 New

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