Sns Financial Group, LLC ETFs

Sns Financial Group, LLC

$978 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IWB Ishares Tr Russell 1000 ETF	$0	$966,000 0.1% of portfolio	3,151	Q3 2023 Added 49.69%
VOE Vanguard Mid Cap Value Index F	$0	$928,000 0.09% of portfolio	5,785	Q1 2025 Reduced 17.52%
JEPI J P Morgan Exchange Traded Fd	$0	$920,000 0.09% of portfolio	16,118	Q1 2025 Added 1.49%
XLK Technology Sector Spdr	$0	$816,000 0.08% of portfolio	3,952	Q1 2025 Reduced 1.81%
SPSB Spdr Portfolio Short Term Corp	$0	$798,000 0.08% of portfolio	26,535	Q1 2025 Added 16.49%
VEA Vanguard Ftse Developed Market	$0	$757,000 0.08% of portfolio	14,912	Q1 2025 Reduced 15.23%
EWX Spdr S&P Emerging Markets Smal	$0	$726,000 0.07% of portfolio	12,836	Q1 2025 Added 122.11%
IVW Ishares S&P 500 Growth ETF	$0	$666,000 0.07% of portfolio	7,176	Q1 2025 Added 60.93%
XLU Utilities Sector Spdr	$0	$663,000 0.07% of portfolio	8,415	Q1 2025 Reduced 3.22%
ESML Ishares Esg Aware Msci Usa Sma	$0	$636,000 0.07% of portfolio	16,580	Q1 2025 Reduced 5.9%
SCHA Schwab Strategic Tr Us Small C	$0	$519,000 0.05% of portfolio	22,153	Q1 2025 Reduced 16.92%
HDV Ishares Core High Dividend ETF	$0	$499,000 0.05% of portfolio	4,126	Q3 2024 Reduced 3.51%
FV First Trust Dorsey Wright Focu	$0	$458,000 0.05% of portfolio	8,358	Q1 2025 Reduced 24.38%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$457,000 0.05% of portfolio	6,727	Q1 2025 Reduced 6.82%
SUSA Ishares Tr Msci Usa Esg Select	$0	$456,000 0.05% of portfolio	3,970	Q3 2024 Reduced 4.54%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$390,000 0.04% of portfolio	8,224	Q1 2025 Reduced 10.91%
VPU Vanguard Utilities ETF	$0	$387,000 0.04% of portfolio	2,270	Q1 2025 Reduced 6.2%
ESGD Ishares Trust Ishares Esg Awar	$0	$375,000 0.04% of portfolio	4,598	Q1 2025 Added 0.09%
GBTC Grayscale Bitcoin Trust (Btc)	$59.6B	$333,000 0.03% of portfolio	5,116	Q4 2024 Reduced 4.87%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$306,000 0.03% of portfolio	575	Q3 2024 Added 11.0%
XLF Financial Sector Spdr	$0	$292,000 0.03% of portfolio	5,866	Q1 2025 Reduced 8.98%
IJR Ishares Core S&P Sm Cap ETF	$0	$290,000 0.03% of portfolio	2,775	Q1 2025 Added 2.4%
DVY Ishares Tr	$0	$272,000 0.03% of portfolio	2,026	Q1 2025 Added 0.4%
VYM Vanguard Whitehall Fds (Vangua	$0	$268,000 0.03% of portfolio	2,085	Q1 2025 Reduced 9.7%
XLV Select Sector Spdr Fund Health	$0	$267,000 0.03% of portfolio	1,831	Q1 2025 Added 1.61%
IWS Ishares Russell Midcap Value E	$0	$236,000 0.02% of portfolio	1,878	Q3 2024 Reduced 6.43%
AIQ Global X Funds Global X Artifi	$0	$234,000 0.02% of portfolio	6,433	Q1 2025 Reduced 8.07%
VHT Vanguard Health Care ETF	$0	$210,000 0.02% of portfolio	795	Q1 2025 Reduced 10.37%
IWD Ishares Russell 1000 Val ETF	$0	$209,000 0.02% of portfolio	1,116	Q3 2024 New
CNRG Spdr S&P Kensho Clean Power Et	$0	$207,000 0.02% of portfolio	4,131	Q2 2022 Added 7.41%

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