Plante Moran Financial Advisors, LLC ETFs

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IUSV Ishares Core S&P U.S. Value Et	$0	$74,000 0.01% of portfolio	777	Q3 2024 New
XLE Energy Sector Spdr	$0	$72,000 0.01% of portfolio	825	Q3 2024 Added 32.0%
DGRW Wisdomtree Tr Us Quality Divid	$0	$69,000 0.01% of portfolio	833	Q2 2024 New
IJJ Ishares S&P Midcap 400 Value E	$0	$67,000 0.01% of portfolio	548	Q3 2024 Added 8.09%
FTCS First Trust Capital Strength E	$0	$58,000 0.0% of portfolio	647	Q2 2023 New
VWO Vanguard Ftse Emerging Mkts Et	$0	$58,000 0.0% of portfolio	1,233	Q3 2024 Added 337.23%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$56,000 0.0% of portfolio	1,353	Q1 2024 Added 135,200.0%
DFUS Dimensional ETF Tr U S Equity	$0	$55,000 0.0% of portfolio	889	Q1 2023 New
SIVR Abrdn Silver ETF Trust	$1.38B	$55,000 0.0% of portfolio	1,869	Q3 2024 Added 31.43%
IUSG Ishares Core S&P U.S Growth Et	$0	$54,000 0.0% of portfolio	414	Q3 2024 Added 365.17%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$54,000 0.0% of portfolio	621	Q3 2024 Added 9.33%
USMV Ishares Msci Usa Min Vol Facto	$0	$51,000 0.0% of portfolio	565	Q3 2024 Added 334.62%
VOOG Vanguard S&P 500 Growth ETF	$0	$51,000 0.0% of portfolio	148	Q3 2023 Added 8.82%
SLV I Shares Silver Trust	$14.1B	$48,000 0.0% of portfolio	1,700	Q1 2024 Added 4.17%
FTSL First Trust Senior Ln Fund	$0	$48,000 0.0% of portfolio	1,050	Q1 2020 Reduced 62.03%
FPE First Tr Pfd Secs & Income ETF	$0	$46,000 0.0% of portfolio	2,562	Q3 2024 Added 4.06%
SLYG Spdr S&P 600 Small Cap Growth	$0	$46,000 0.0% of portfolio	504	Q3 2024 Added 4.56%
SPYV Spdr Portfolio S&P 500 Value E	$0	$46,000 0.0% of portfolio	872	Q3 2024 Added 44.13%
XLG Invesco Exchange Traded Fd Tr	$0	$45,000 0.0% of portfolio	950	Q3 2023 Added 900.0%
FTEC Fidelity Covington Tr Msci Inf	$0	$45,000 0.0% of portfolio	262	Q2 2023 Added 18.02%
IXN Ishares Global Information Tec	$0	$45,000 0.0% of portfolio	550	Q4 2023 Reduced 12.7%
FDT First Trust Developed Markets	$0	$43,000 0.0% of portfolio	752	Q3 2024 Reduced 2.72%
AVUV American Centy ETF Tr Avantis	$0	$42,000 0.0% of portfolio	440	Q3 2024 Added 9.45%
IUSB Ishares Core Total Usd Bond Ma	$0	$39,000 0.0% of portfolio	837	Q4 2023 New
XLB Select Sector Spdr Fd Material	$0	$39,000 0.0% of portfolio	414	Q3 2024 Added 0.49%
DXJ Wisdomtree Trust Japan Hedged	$0	$34,000 0.0% of portfolio	328	Q3 2024 Reduced 22.82%
EWJ Ishares Msci Japan ETF	$0	$33,000 0.0% of portfolio	467	Q3 2024 Added 55.15%
VFH Vanguard Financial ETF	$0	$32,000 0.0% of portfolio	292	Q3 2024 Reduced 38.66%
MGK Vanguard Mega Cap Growth ETF	$0	$32,000 0.0% of portfolio	100	Q1 2022 New
FCOM Fidelity Covington Tr Msci Com	$0	$32,000 0.0% of portfolio	584	Q2 2023 Added 91.48%
VPU Vanguard Utilities ETF	$0	$31,000 0.0% of portfolio	179	Q3 2024 Added 67.29%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$31,000 0.0% of portfolio	653	Q2 2024 Reduced 15.52%
ICF Ishares Tr	$0	$29,000 0.0% of portfolio	448	Q2 2024 Reduced 24.32%
UYG Proshares Ultra Financials	$0	$28,000 0.0% of portfolio	372	Q2 2024 New
XLP Consumer Staples Sector Spdr	$0	$28,000 0.0% of portfolio	381	Q2 2024 Reduced 25.44%
SCHC Schwab Strategic Tr Intl Small	$0	$28,000 0.0% of portfolio	742	Q2 2024 Added 87.37%
VTEB Vanguard Mun Bd Fds Tax Exempt	$0	$27,000 0.0% of portfolio	536	Q2 2024 Reduced 78.04%
MOAT Vaneck Morningstar Wide Moat E	$0	$27,000 0.0% of portfolio	322	Q2 2024 Reduced 2.13%
URNM Sprott Fds Tr Uranium Miners E	$0	$26,000 0.0% of portfolio	582	Q3 2024 New
FHLC Fidelity Covington Tr Msci Hea	$0	$25,000 0.0% of portfolio	351	Q1 2024 Reduced 10.69%
MTUM Ishares Msci Usa Momentum Fact	$0	$25,000 0.0% of portfolio	126	Q1 2024 New
SLYV Spdr S&P 600 Small Cap Value E	$0	$25,000 0.0% of portfolio	295	Q3 2024 Added 95.36%
EPI Wisdomtree Tr India Earnings F	$0	$25,000 0.0% of portfolio	506	Q2 2024 New
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$25,000 0.0% of portfolio	246	Q2 2024 Reduced 19.61%
FBND Fidelity Merrimack Str Tr Tota	$0	$24,000 0.0% of portfolio	517	Q3 2024 New
VIOO Vanguard S&P Small Cap 600 ETF	$0	$24,000 0.0% of portfolio	226	Q2 2024 Reduced 20.42%
IWP Ishares Russell Mid Cap Growth	$0	$23,000 0.0% of portfolio	200	Q3 2024 Reduced 73.61%
IEMG Ishares Inc	$0	$23,000 0.0% of portfolio	431	Q2 2024 Added 2.62%
OUNZ Van Eck Merk Gold Trust	$924M	$23,000 0.0% of portfolio	911	Q1 2024 Reduced 49.39%
GLDM World Gold Trust	$7.63B	$23,000 0.0% of portfolio	449	Q2 2024 New

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