United Capital Financial Advisers, LLC ETFs

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IYE Ishares Tr	$0	$333,000 0.0% of portfolio	7,200	Q2 2024 Reduced 8.94%
VCR Vanguard Consumer Discretionar	$0	$332,000 0.0% of portfolio	977	Q2 2024 Reduced 18.72%
IEF Ishares Barclays	$0	$330,000 0.0% of portfolio	3,373	Q3 2024 Added 4.23%
IGE Ishares Tr North Amern Nat Res	$0	$330,000 0.0% of portfolio	7,500	Q2 2023 New
AVDE American Centy ETF Tr Avantis	$0	$328,000 0.0% of portfolio	4,897	Q4 2023 Added 7.56%
DLN Wisdomtree Tr U.S Largecap Div	$0	$311,000 0.0% of portfolio	3,969	Q2 2024 Reduced 10.91%
SLV I Shares Silver Trust	$14.6B	$308,000 0.0% of portfolio	10,848	Q3 2024 New
VONG Vanguard Russell 1000 Growth E	$0	$305,000 0.0% of portfolio	3,162	Q3 2024 Added 1.12%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$304,000 0.0% of portfolio	14,722	Q3 2024 Added 11.24%
VRP Invesco ETF Tr Ii Var Rate Pfd	$0	$292,000 0.0% of portfolio	11,944	Q1 2024 Reduced 14.34%
ESML Ishares Esg Aware Msci Usa Sma	$0	$291,000 0.0% of portfolio	6,960	Q3 2024 Reduced 9.15%
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$288,000 0.0% of portfolio	1,472	Q2 2024 Added 9.52%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$286,000 0.0% of portfolio	4,235	Q3 2024 Reduced 1.05%
DXJ Wisdomtree Trust Japan Hedged	$0	$278,000 0.0% of portfolio	2,631	Q3 2024 Reduced 80.32%
EMLP First Tr Exchange Traded Iv	$0	$275,000 0.0% of portfolio	8,204	Q3 2024 New
VXUS Vanguard Star Fd Vanguard Tota	$0	$273,000 0.0% of portfolio	4,219	Q3 2024 Added 0.05%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$257,000 0.0% of portfolio	12,275	Q3 2024 Reduced 0.78%
VIOO Vanguard S&P Small Cap 600 ETF	$0	$250,000 0.0% of portfolio	2,315	Q3 2024 Reduced 2.36%
ITA Ishares Tr	$0	$235,000 0.0% of portfolio	1,576	Q3 2024 New
HLAL Listed Fds Tr Wahed Ftse Usa S	$0	$235,000 0.0% of portfolio	4,499	Q4 2023 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$231,000 0.0% of portfolio	2,340	Q3 2024 Reduced 5.38%
VOOG Vanguard S&P 500 Growth ETF	$0	$230,000 0.0% of portfolio	667	Q1 2024 Reduced 38.92%
WTAI Wisdomtree Tr Artificial Intel	$0	$225,000 0.0% of portfolio	11,300	Q2 2024 New
STIP Ishares Barclays 0 5 Year Tips	$0	$221,000 0.0% of portfolio	2,182	Q3 2024 Reduced 1.58%
IBDX Ishares Tr Ibonds Dec 2032 Ter	$0	$221,000 0.0% of portfolio	8,606	Q3 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$220,000 0.0% of portfolio	4,103	Q3 2024 Reduced 10.96%
RWX Spdr Dow Jones International R	$0	$220,000 0.0% of portfolio	8,003	Q3 2024 Reduced 51.66%
FEX First Tr Large Cap Core Alphde	$0	$217,000 0.0% of portfolio	2,089	Q1 2024 New
SCHH Schwab Strategic U.S. Reit ETF	$0	$211,000 0.0% of portfolio	9,107	Q3 2024 New
VTIP Vanguard Sht Trm Inflt Prot Fd	$0	$206,000 0.0% of portfolio	4,182	Q3 2024 Reduced 24.81%
ICLN Ishares	$0	$166,000 0.0% of portfolio	11,346	Q3 2024 Reduced 0.29%
PGX Invesco ETF Tr Ii Pfd ETF	$0	$145,000 0.0% of portfolio	11,796	Q3 2024 Reduced 2.31%
CLTL Invesco ETF Tr Ii Treas Collat	$0	$0 0.0% of portfolio	18,676	Q3 2024 Reduced 5.46%

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