Sns Financial Group, LLC ETFs

Sns Financial Group, LLC

$969 Million
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
JEPI J P Morgan Exchange Traded Fd	$0	$913,000 0.09% of portfolio	15,881	Q4 2024 Added 2.04%
VIG Vanguard Dividend Appreciation	$0	$851,000 0.09% of portfolio	4,675	Q4 2024 Reduced 2.24%
VEA Vanguard Ftse Developed Market	$0	$841,000 0.09% of portfolio	17,592	Q4 2024 Reduced 21.1%
GLD Spdr Gold Trust	$93.4B	$826,000 0.09% of portfolio	3,413	Q4 2024 Reduced 0.29%
ESML Ishares Esg Aware Msci Usa Sma	$0	$740,000 0.08% of portfolio	17,620	Q4 2024 Added 10.65%
SCHA Schwab Strategic Tr Us Small C	$0	$689,000 0.07% of portfolio	26,666	Q4 2024 Added 82.08%
SPSB Spdr Portfolio Short Term Corp	$0	$680,000 0.07% of portfolio	22,778	Q4 2024 Reduced 14.44%
XLU Utilities Sector Spdr	$0	$658,000 0.07% of portfolio	8,695	Q4 2024 Reduced 15.96%
FV First Trust Dorsey Wright Focu	$0	$652,000 0.07% of portfolio	11,053	Q4 2024 Reduced 20.41%
SPTM Spdr Portfolio S&P 1500 Compos	$0	$515,000 0.05% of portfolio	7,219	Q4 2024 Reduced 8.76%
SUSA Ishares Tr Msci Usa Esg Select	$0	$482,000 0.05% of portfolio	3,970	Q3 2024 Reduced 4.54%
HDV Ishares Core High Dividend ETF	$0	$463,000 0.05% of portfolio	4,126	Q3 2024 Reduced 3.51%
IVW Ishares S&P 500 Growth ETF	$0	$452,000 0.05% of portfolio	4,459	Q3 2024 Reduced 25.47%
EAGG Ishares Esg Aware U.S. Aggrega	$0	$428,000 0.04% of portfolio	9,231	Q4 2024 Reduced 5.77%
VPU Vanguard Utilities ETF	$0	$395,000 0.04% of portfolio	2,420	Q4 2023 New
GBTC Grayscale Bitcoin Trust (Btc)	$52B	$381,000 0.04% of portfolio	5,116	Q4 2024 Reduced 4.87%
ESGD Ishares Trust Ishares Esg Awar	$0	$349,000 0.04% of portfolio	4,594	Q4 2024 Added 4.43%
EWX Spdr S&P Emerging Markets Smal	$0	$338,000 0.03% of portfolio	5,779	Q3 2024 Reduced 1.48%
MDY Spdr S&P Midcap 400 ETF Trust	$0	$327,000 0.03% of portfolio	575	Q3 2024 Added 11.0%
IJR Ishares Core S&P Sm Cap ETF	$0	$312,000 0.03% of portfolio	2,710	Q4 2024 Reduced 7.98%
XLF Financial Sector Spdr	$0	$311,000 0.03% of portfolio	6,445	Q2 2023 Reduced 2.98%
VYM Vanguard Whitehall Fds (Vangua	$0	$294,000 0.03% of portfolio	2,309	Q4 2024 Added 0.3%
DNOV First Tr ETF Viii Ft Cboe Vest	$0	$270,000 0.03% of portfolio	6,310	Q4 2024 Reduced 36.44%
AIQ Global X Funds Global X Artifi	$0	$270,000 0.03% of portfolio	6,998	Q2 2024 New
DVY Ishares Tr	$0	$264,000 0.03% of portfolio	2,018	Q4 2024 Added 0.45%
CNRG Spdr S&P Kensho Clean Power Et	$0	$250,000 0.03% of portfolio	4,131	Q2 2022 Added 7.41%
XLV Select Sector Spdr Fund Health	$0	$247,000 0.03% of portfolio	1,802	Q4 2024 Reduced 16.03%
IWS Ishares Russell Midcap Value E	$0	$242,000 0.02% of portfolio	1,878	Q3 2024 Reduced 6.43%
VTV Vanguard Value ETF	$0	$226,000 0.02% of portfolio	1,338	Q4 2024 Reduced 7.34%
VHT Vanguard Health Care ETF	$0	$225,000 0.02% of portfolio	887	Q4 2024 Added 0.11%
VGT Vanguard Information Technolog	$0	$214,000 0.02% of portfolio	345	Q3 2024 New
IWD Ishares Russell 1000 Val ETF	$0	$206,000 0.02% of portfolio	1,116	Q3 2024 New

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