Pinnacle Wealth Management Advisory Group, LLC ETFs

Pinnacle Wealth Management Advisory Group, LLC

$1.18 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
MTUM Ishares Msci Usa Momentum Fact	$0	$363,000 0.03% of portfolio	1,514	Q2 2025 Added 0.4%
BSV Vanguard Bd Index Fd Inc Short	$0	$340,000 0.03% of portfolio	4,323	Q1 2025 Reduced 35.37%
DES Wisdomtree Tr U.S. Smallcap Di	$0	$325,000 0.03% of portfolio	10,239	Q2 2025 Reduced 2.38%
VBR Vanguard Small Cap Value ETF	$0	$316,000 0.03% of portfolio	1,625	Q2 2025 Reduced 11.78%
IBB Ishares Biotechnology ETF	$0	$310,000 0.03% of portfolio	2,452	Q2 2025 Reduced 14.3%
XLE Energy Sector Spdr	$0	$299,000 0.03% of portfolio	3,534	Q2 2025 Added 2.46%
IJT Ishares S&P Small Cap 600 Grow	$0	$297,000 0.03% of portfolio	2,234	Q2 2025 Reduced 1.5%
HDV Ishares Core High Dividend ETF	$0	$292,000 0.02% of portfolio	2,495	Q2 2025 Reduced 1.96%
ESML Ishares Esg Aware Msci Usa Sma	$0	$288,000 0.02% of portfolio	6,984	Q2 2025 Added 0.17%
XAR Spdr S&P Aerospace & Defense E	$0	$288,000 0.02% of portfolio	1,370	Q2 2025 Reduced 2.84%
IGSB Ishares Trust Ishares 1 5 Year	$0	$270,000 0.02% of portfolio	5,118	Q1 2025 Reduced 1.43%
XHB Spdr Series Tr Spdr S&P Homebu	$0	$256,000 0.02% of portfolio	2,598	Q4 2024 Added 2.49%
IQLT Ishares Msci Intl Quality Fact	$0	$254,000 0.02% of portfolio	5,892	Q1 2025 Reduced 16.21%
IWY Ishares Tr Russell 200 Growth	$0	$252,000 0.02% of portfolio	1,023	Q1 2025 New
VHT Vanguard Health Care ETF	$0	$244,000 0.02% of portfolio	985	Q2 2025 Added 19.39%
SCHX Schwab Strategic Tr Us Large C	$0	$241,000 0.02% of portfolio	9,878	Q2 2025 Reduced 9.08%
VOE Vanguard Mid Cap Value Index F	$0	$232,000 0.02% of portfolio	1,412	Q2 2025 Reduced 25.33%
IWS Ishares Russell Midcap Value E	$0	$219,000 0.02% of portfolio	1,661	Q2 2025 Reduced 3.99%
SPHQ Invesco Exchange Traded Fd Tr	$0	$216,000 0.02% of portfolio	3,039	Q1 2025 Reduced 0.95%
ESGU Ishares Trust Ishares Esg Awar	$0	$211,000 0.02% of portfolio	1,565	Q2 2025 New
DSI Ishares Msci Kld 400 Social Et	$0	$202,000 0.02% of portfolio	1,740	Q2 2025 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$201,000 0.02% of portfolio	1,486	Q1 2025 Reduced 11.65%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$160,000 0.01% of portfolio	14,389	Q2 2025 Reduced 6.5%

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