Richards, Merrill & Peterson, Inc. ETFs

Richards, Merrill & Peterson, Inc.

$191 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
ESGV Vanguard World Fd Esg U.S. Sto	$0	$77.4 Million 0.04% of portfolio	738	Q4 2024 New
VTV Vanguard Value ETF	$0	$73.3 Million 0.04% of portfolio	433	Q4 2024 New
SCHM Schwab Strategic U.S. Mid Cap	$0	$73.2 Million 0.04% of portfolio	2,640	Q4 2024 New
FEZ Spdr Euro Stoxx 50 ETF	$0	$66.4 Million 0.03% of portfolio	1,380	Q4 2024 New
SDY Spdr Series Tr Spdr S&P Divide	$0	$65.8 Million 0.03% of portfolio	498	Q4 2024 New
AOA Ishares Tr Core Aggressive All	$0	$65.8 Million 0.03% of portfolio	859	Q4 2024 New
SCHO Schwab Short Term Us Treasury	$0	$63.1 Million 0.03% of portfolio	2,622	Q4 2024 New
SHYG Ishares 0 5 Year High Yield CO	$0	$62.9 Million 0.03% of portfolio	1,476	Q4 2024 New
EMXC Ishares Inc Msci Emerging Mkts	$0	$59 Million 0.03% of portfolio	1,065	Q4 2024 New
GLD Spdr Gold Trust	$91.9B	$56.9 Million 0.03% of portfolio	235	Q4 2024 New
DVY Ishares Tr	$0	$52 Million 0.03% of portfolio	396	Q4 2024 New
LVHI Franklin International Low Vol	$0	$48.8 Million 0.03% of portfolio	1,600	Q4 2024 New
PID Invesco Exchange Traded Fd Tr	$0	$47.7 Million 0.02% of portfolio	2,605	Q4 2024 New
VUG Vanguard Growth ETF	$0	$47.6 Million 0.02% of portfolio	116	Q4 2024 New
MGK Vanguard Mega Cap Growth ETF	$0	$46.4 Million 0.02% of portfolio	135	Q4 2024 New
BSJP Invesco Et Sf Idxd Fd Tr Bulle	$0	$42.3 Million 0.02% of portfolio	1,833	Q4 2024 New
BSJR Invesco Indx Tr	$0	$42.2 Million 0.02% of portfolio	1,885	Q4 2024 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$41.7 Million 0.02% of portfolio	1,981	Q4 2024 New
DGRW Wisdomtree Tr Us Quality Divid	$0	$41.6 Million 0.02% of portfolio	514	Q4 2024 New
GLDM World Gold Trust	$8.52B	$41.6 Million 0.02% of portfolio	800	Q4 2024 New
BSJQ Invesco Etsf Fd Tr Bulletshare	$0	$41.5 Million 0.02% of portfolio	1,783	Q4 2024 New
RSP Invesco S&P 500 Equal Weight E	$0	$39.3 Million 0.02% of portfolio	225	Q4 2024 New
IMCG Ishare Morningstar Mid Cap Gro	$0	$38.5 Million 0.02% of portfolio	510	Q4 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$34.6 Million 0.02% of portfolio	3,000	Q4 2024 New
PULS Pgim ETF Tr	$0	$32.2 Million 0.02% of portfolio	650	Q4 2024 New
PEY Invesco Exchange Traded Fd Tr	$0	$31.1 Million 0.02% of portfolio	1,463	Q4 2024 New
VYMI Vanguard Whitehall Fds Intl Hi	$0	$30.8 Million 0.02% of portfolio	454	Q4 2024 New
FNDX Schwab Fundamental U S Large C	$0	$30.3 Million 0.02% of portfolio	1,281	Q4 2024 New
BCAT Black Rock Capital Allocation Trust	$0	$30.3 Million 0.02% of portfolio	2,000	Q4 2024 New
XLF Financial Sector Spdr	$0	$30.2 Million 0.02% of portfolio	625	Q4 2024 New
EAGG Ishares Esg Aware U.S. Aggrega	$0	$29.9 Million 0.02% of portfolio	644	Q4 2024 New
SUSC Ishares Tr Esg Aware Usd Corpo	$0	$29.9 Million 0.02% of portfolio	1,316	Q4 2024 New
MUB Ishares National Muni Bond ETF	$0	$29.3 Million 0.02% of portfolio	275	Q4 2024 New
CHGX Investment Managers Ser Tr Ii	$0	$29.2 Million 0.02% of portfolio	770	Q4 2024 New
XLY Select Sector Spdr Consumer Di	$0	$29.2 Million 0.02% of portfolio	130	Q4 2024 New
PGF Invesco Exchange Traded Fd Tr	$0	$28.3 Million 0.01% of portfolio	1,942	Q4 2024 New
FTC First Tr Lge Cap Growth	$0	$27.7 Million 0.01% of portfolio	200	Q4 2024 New
DFAS Dimensional ETF Tr U S Small C	$0	$26.6 Million 0.01% of portfolio	408	Q4 2024 New
ARKK Ark ETF Tr Innovation ETF (De)	$0	$25.5 Million 0.01% of portfolio	450	Q4 2024 New
VCIT Vanguard Intermediate Term Cor	$0	$25.5 Million 0.01% of portfolio	317	Q4 2024 New
VIGI Vanguard Whitehall Fds Intl Di	$0	$24.5 Million 0.01% of portfolio	306	Q4 2024 New
ESGU Ishares Trust Ishares Esg Awar	$0	$24.5 Million 0.01% of portfolio	190	Q4 2024 New
RECS Columbia ETF Tr I	$0	$24.2 Million 0.01% of portfolio	700	Q4 2024 New
DFAI Dimensional ETF Tr	$0	$24 Million 0.01% of portfolio	823	Q4 2024 New
CGGO Capital Group Global Growth Eq	$0	$23.5 Million 0.01% of portfolio	805	Q4 2024 New
SDG Ishares Trust Ishares Msci Glo	$0	$23.3 Million 0.01% of portfolio	326	Q4 2024 New
SLV I Shares Silver Trust	$15.4B	$22.4 Million 0.01% of portfolio	850	Q4 2024 New
XLI Industrial Sector Spdr	$0	$21.1 Million 0.01% of portfolio	160	Q4 2024 New
MOAT Vaneck Morningstar Wide Moat E	$0	$18.5 Million 0.01% of portfolio	200	Q4 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$17.6 Million 0.01% of portfolio	95	Q4 2024 New

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