United Capital Financial Advisers, LLC ETFs

United Capital Financial Advisers, LLC

$11.5 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IBMP Ishares Tr Ibonds December 202	$0	$2.78 Million 0.02% of portfolio	109,992	Q1 2025 Added 18.55%
MGK Vanguard Mega Cap Growth ETF	$0	$2.78 Million 0.02% of portfolio	9,003	Q1 2025 Reduced 0.46%
IBMO Ishares Tr Ibonds December 202	$0	$2.76 Million 0.02% of portfolio	108,114	Q1 2025 Added 18.27%
IBMN Ishares Tr Ibonds Dec 2025 Ter	$0	$2.76 Million 0.02% of portfolio	103,250	Q1 2025 Added 17.57%
IBMQ Ishares Tr Ibonds Dec 2028 Ter	$0	$2.71 Million 0.02% of portfolio	107,136	Q1 2025 Added 18.86%
SPYD Spdr Portfolio S&P 500 High Di	$0	$2.7 Million 0.02% of portfolio	61,051	Q1 2025 New
XLI Industrial Sector Spdr	$0	$2.68 Million 0.02% of portfolio	20,413	Q1 2025 Reduced 6.2%
SHYG Ishares 0 5 Year High Yield CO	$0	$2.62 Million 0.02% of portfolio	61,600	Q1 2025 Reduced 42.02%
VOT Vanguard Mid Cap Growth Index	$0	$2.56 Million 0.02% of portfolio	10,473	Q1 2025 Reduced 0.28%
SCHM Schwab Strategic U.S. Mid Cap	$0	$2.54 Million 0.02% of portfolio	97,037	Q1 2025 Added 0.97%
IBDS Ishares Tr Ibonds Dec 2027 Ter	$0	$2.51 Million 0.02% of portfolio	103,760	Q1 2025 Added 12.19%
IWP Ishares Russell Mid Cap Growth	$0	$2.44 Million 0.02% of portfolio	20,733	Q1 2025 Reduced 3.13%
SDOG Alps Sector Dividend Dogs ETF	$0	$2.42 Million 0.02% of portfolio	41,579	Q1 2025 Reduced 3.51%
PFF Ishares Trust Ishares Pfd And	$0	$2.4 Million 0.02% of portfolio	78,124	Q1 2025 Reduced 20.61%
CWI Spdr Ser Tr Spdr Msci Acwi Ex	$0	$2.35 Million 0.02% of portfolio	79,403	Q1 2025 Reduced 0.04%
VGT Vanguard Information Technolog	$0	$2.26 Million 0.02% of portfolio	4,172	Q1 2025 Added 9.39%
TLT Ishares Barclays 20+ Year Trea	$0	$2.2 Million 0.02% of portfolio	24,201	Q1 2025 Reduced 92.21%
IBDT Ishares Tr Ibonds Dec 2028 Ter	$0	$2.14 Million 0.02% of portfolio	84,735	Q1 2025 Added 14.69%
DFAS Dimensional ETF Tr U S Small C	$0	$2.08 Million 0.02% of portfolio	34,845	Q1 2025 Reduced 0.79%
IBDU Ishares Tr Ibonds Dec 2029 Ter	$0	$2 Million 0.02% of portfolio	86,482	Q1 2025 Added 15.4%
SPMB Spdr Ser Tr Spdr Portfolio Mor	$0	$1.98 Million 0.02% of portfolio	89,948	Q1 2025 Reduced 23.43%
SHV Ishares Tr	$0	$1.94 Million 0.02% of portfolio	17,578	Q1 2025 Reduced 6.25%
BIBL Northern Lts Fd Tr Iv	$0	$1.91 Million 0.02% of portfolio	49,821	Q1 2025 Added 74.79%
VIGI Vanguard Whitehall Fds Intl Di	$0	$1.89 Million 0.02% of portfolio	22,831	Q1 2025 Reduced 0.38%
IBD Northern Lts Fd Tr Iv Inspire	$0	$1.82 Million 0.02% of portfolio	76,783	Q1 2025 Added 103.62%
TFI Spdr Nuveen Bloomberg Municipa	$0	$1.79 Million 0.02% of portfolio	39,706	Q1 2025 Added 0.14%
ESGE Ishares, Inc. Ishares Esg Awar	$0	$1.74 Million 0.02% of portfolio	49,661	Q1 2025 Reduced 8.92%
XLU Utilities Sector Spdr	$0	$1.72 Million 0.01% of portfolio	21,759	Q1 2025 Added 20.73%
HDV Ishares Core High Dividend ETF	$0	$1.71 Million 0.01% of portfolio	14,123	Q1 2025 Reduced 5.7%
SPLV Invesco ETF Tr Ii S&P 500 Low	$0	$1.7 Million 0.01% of portfolio	22,787	Q1 2025 Added 75.24%
VPU Vanguard Utilities ETF	$0	$1.69 Million 0.01% of portfolio	9,877	Q1 2025 Reduced 0.78%
DVYE Ishares Emerging Markets Divid	$0	$1.68 Million 0.01% of portfolio	61,387	Q1 2025 Reduced 5.81%
EEMV Ishares Msci Emerging Markets	$0	$1.63 Million 0.01% of portfolio	27,938	Q1 2025 Reduced 0.63%
ACWV Ishares Msci Global Min Vol Fa	$0	$1.62 Million 0.01% of portfolio	13,954	Q1 2025 Reduced 14.31%
JEPI J P Morgan Exchange Traded Fd	$0	$1.62 Million 0.01% of portfolio	28,388	Q1 2025 Added 9.08%
LMBS First Tr ETF Fd Iv First Tr Lo	$0	$1.45 Million 0.01% of portfolio	29,558	Q1 2025 Reduced 23.59%
GSST Goldman Sachs ETF Tr Access Ul	$0	$1.43 Million 0.01% of portfolio	28,382	Q1 2025 Added 7.98%
TPIF Timothy Plan Intl ETF (De)	$0	$1.35 Million 0.01% of portfolio	47,060	Q1 2025 Added 79.62%
IBTL Ishares Tr Ibonds Dec 2031 Ter	$0	$1.33 Million 0.01% of portfolio	65,613	Q1 2025 New
IBDX Ishares Tr Ibonds Dec 2032 Ter	$0	$1.33 Million 0.01% of portfolio	53,358	Q1 2025 Added 479.85%
SUSB Ishares Tr Ishares Esg Aware 1	$0	$1.33 Million 0.01% of portfolio	53,143	Q1 2025 Reduced 28.85%
WWJD Northern Lts Fd Tr Iv Inspire	$0	$1.32 Million 0.01% of portfolio	42,892	Q1 2025 Added 84.27%
IWO Ishares Russell 2000 Gwt ETF	$0	$1.28 Million 0.01% of portfolio	5,005	Q1 2025 Reduced 6.73%
SPYX Spdr S&P 500 Fossil Fuel Reser	$0	$1.27 Million 0.01% of portfolio	27,791	Q1 2025 Reduced 1.09%
IWN Ishares Russell2000 Val ETF	$0	$1.25 Million 0.01% of portfolio	8,277	Q1 2025 Added 90.1%
DIA Spdr Dow Jones Industrial Average ETF Trust	$0	$1.2 Million 0.01% of portfolio	2,854	Q1 2025 Added 83.42%
FTSM First Tr Enhanced Traded Fd Iv	$0	$1.15 Million 0.01% of portfolio	19,259	Q1 2025 Reduced 23.11%
VONV Vanguard Russell 1000 Value Et	$0	$1.11 Million 0.01% of portfolio	13,429	Q3 2024 Reduced 1.64%
AVUS American Centy ETF Tr Avantis	$0	$1.1 Million 0.01% of portfolio	11,957	Q1 2025 Reduced 14.76%
NEAR Blackrock Short Maturity Bond	$0	$1.1 Million 0.01% of portfolio	21,715	Q1 2025 Reduced 10.4%

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