Plante Moran Financial Advisors, LLC ETFs

Plante Moran Financial Advisors, LLC

$1.42 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SPTM Spdr Portfolio S&P 1500 Compos	$0	$83,000 0.01% of portfolio	1,112	Q2 2024 Reduced 67.48%
FNDA Schwab Fundamental U S Small C	$0	$82,000 0.01% of portfolio	2,874	Q4 2024 Added 100.0%
EMXC Ishares Inc Msci Emerging Mkts	$0	$81,000 0.01% of portfolio	1,292	Q2 2025 Added 36.14%
DFUS Dimensional ETF Tr U S Equity	$0	$77,000 0.01% of portfolio	1,159	Q1 2025 Added 30.37%
DNL Wiswisdomtree Tr	$0	$69,000 0.0% of portfolio	1,723	Q2 2025 New
FTCS First Trust Capital Strength E	$0	$67,000 0.0% of portfolio	747	Q4 2024 Added 15.46%
PRFZ Invesco Ftse Rafi Us 1500 Smal	$0	$66,000 0.0% of portfolio	1,624	Q2 2025 Added 38.92%
IBB Ishares Biotechnology ETF	$0	$66,000 0.0% of portfolio	528	Q1 2024 Reduced 0.94%
IVOG Vanguard S&P Mid Cap 400 Growt	$0	$63,000 0.0% of portfolio	561	Q2 2025 New
IJJ Ishares S&P Midcap 400 Value E	$0	$63,000 0.0% of portfolio	515	Q4 2024 Reduced 6.02%
VOOG Vanguard S&P 500 Growth ETF	$0	$58,000 0.0% of portfolio	148	Q1 2025 Reduced 18.23%
SLV I Shares Silver Trust	$20.1B	$55,000 0.0% of portfolio	1,700	Q1 2024 Added 4.17%
FDT First Trust Developed Markets	$0	$51,000 0.0% of portfolio	752	Q3 2024 Reduced 2.72%
MDYG Spdr S&P 400 Mid Cap Growth Et	$0	$49,000 0.0% of portfolio	568	Q1 2025 Reduced 8.53%
FTSL First Trust Senior Ln Fund	$0	$48,000 0.0% of portfolio	1,050	Q1 2020 Reduced 62.03%
SIVR Abrdn Silver ETF Trust	$1.94B	$48,000 0.0% of portfolio	1,422	Q1 2025 Reduced 23.92%
AVUS American Centy ETF Tr Avantis	$0	$47,000 0.0% of portfolio	474	Q2 2025 New
IXN Ishares Global Information Tec	$0	$45,000 0.0% of portfolio	490	Q4 2024 Reduced 10.91%
ARKK Ark ETF Tr Innovation ETF (De)	$0	$44,000 0.0% of portfolio	629	Q1 2025 Reduced 3.68%
XLE Energy Sector Spdr	$0	$44,000 0.0% of portfolio	527	Q2 2025 Added 0.57%
MGK Vanguard Mega Cap Growth ETF	$0	$42,000 0.0% of portfolio	116	Q2 2025 Reduced 37.3%
SLYG Spdr S&P 600 Small Cap Growth	$0	$42,000 0.0% of portfolio	482	Q1 2025 Reduced 4.37%
QQQM Invesco Exchange Traded Fd Tr	$0	$40,000 0.0% of portfolio	180	Q4 2024 New
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$39,000 0.0% of portfolio	378	Q2 2025 Added 53.66%
BIV Vanguard Bd Index Fd Inc Inter	$0	$38,000 0.0% of portfolio	494	Q2 2025 New
VFH Vanguard Financial ETF	$0	$37,000 0.0% of portfolio	292	Q3 2024 Reduced 38.66%
XLB Select Sector Spdr Fd Material	$0	$36,000 0.0% of portfolio	412	Q4 2024 Reduced 0.48%
AVUV American Centy ETF Tr Avantis	$0	$36,000 0.0% of portfolio	402	Q1 2025 Reduced 8.64%
UYG Proshares Ultra Financials	$0	$35,000 0.0% of portfolio	372	Q2 2024 New
XSD Spdr Tr Ser Spdr S&P Semicondu	$0	$33,000 0.0% of portfolio	129	Q4 2024 New
SMMD Ishares Tr Russell 2500 ETF	$0	$32,000 0.0% of portfolio	477	Q2 2025 Added 187.35%
SPYV Spdr Portfolio S&P 500 Value E	$0	$31,000 0.0% of portfolio	605	Q1 2025 Reduced 30.62%
ESML Ishares Esg Aware Msci Usa Sma	$0	$31,000 0.0% of portfolio	773	Q2 2025 Added 4.04%
AGG Ishares Core U.S. Aggregate Bo	$0	$31,000 0.0% of portfolio	315	Q2 2025 Added 104.55%
MTUM Ishares Msci Usa Momentum Fact	$0	$30,000 0.0% of portfolio	126	Q2 2025 Reduced 11.27%
EDV Vanguard Extended Duration Tre	$0	$30,000 0.0% of portfolio	448	Q2 2025 New
NLR Vaneck ETF Tr Uranium+Nuclear	$0	$29,000 0.0% of portfolio	266	Q1 2025 New
GLDM World Gold Trust	$10.6B	$29,000 0.0% of portfolio	449	Q2 2024 New
OUNZ Van Eck Merk Gold Trust	$1.28B	$29,000 0.0% of portfolio	911	Q1 2024 Reduced 49.39%
VIS Vanguard Industrial ETF	$0	$28,000 0.0% of portfolio	100	Q2 2025 New
USMV Ishares Msci Usa Min Vol Facto	$0	$27,000 0.0% of portfolio	298	Q2 2025 Reduced 14.61%
MOAT Vaneck Morningstar Wide Moat E	$0	$27,000 0.0% of portfolio	322	Q2 2024 Reduced 2.13%
IWP Ishares Russell Mid Cap Growth	$0	$27,000 0.0% of portfolio	200	Q3 2024 Reduced 73.61%
XLU Utilities Sector Spdr	$0	$25,000 0.0% of portfolio	310	Q1 2025 New
IUSV Ishares Core S&P U.S. Value Et	$0	$23,000 0.0% of portfolio	250	Q4 2024 Reduced 67.82%
SGOL Abrdn Gold ETF Trust	$5.03B	$23,000 0.0% of portfolio	758	Q2 2025 Added 41.42%
VIOO Vanguard S&P Small Cap 600 ETF	$0	$22,000 0.0% of portfolio	226	Q2 2024 Reduced 20.42%
VNQ Vanguard Specialized Funds Van	$0	$22,000 0.0% of portfolio	253	Q1 2025 Reduced 45.59%
SPSM Spdr Portfolio S&P 600 Small C	$0	$21,000 0.0% of portfolio	513	Q2 2025 Added 4.06%
FQAL Fidelity Covington Tr Quality	$0	$20,000 0.0% of portfolio	299	Q2 2025 New

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