United Capital Financial Advisers, LLC ETFs

United Capital Financial Advisers, LLC

$11.7 Billion
Q4 2024

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
IEF Ishares Barclays	$0	$385,000 0.0% of portfolio	4,174	Q4 2024 Added 23.75%
TPLC Timothy Plan U S Large/Mid Cap	$0	$376,000 0.0% of portfolio	8,800	Q4 2024 New
HYD Vaneck High Yield Muni ETF	$0	$367,000 0.0% of portfolio	7,080	Q4 2024 New
VCR Vanguard Consumer Discretionar	$0	$364,000 0.0% of portfolio	970	Q4 2024 Reduced 0.72%
EMHY Ishares J.P. Morgan Em High Yi	$0	$361,000 0.0% of portfolio	9,531	Q4 2024 New
VSGX Vanguard World Fd Esg Intl Stk	$0	$358,000 0.0% of portfolio	6,325	Q4 2024 New
SPHY Spdr Ser Tr Spdr Portfolio Hig	$0	$347,000 0.0% of portfolio	14,820	Q4 2024 Added 0.62%
VONG Vanguard Russell 1000 Growth E	$0	$340,000 0.0% of portfolio	3,298	Q4 2024 Added 4.3%
DHS Wisdomtree Tr U.S	$0	$336,000 0.0% of portfolio	3,600	Q4 2024 Reduced 29.25%
IGE Ishares Tr North Amern Nat Res	$0	$320,000 0.0% of portfolio	7,500	Q2 2023 New
ITA Ishares Tr	$0	$305,000 0.0% of portfolio	2,101	Q4 2024 Added 33.31%
FNDC Schwab Fundamental Intl Small	$0	$301,000 0.0% of portfolio	8,845	Q4 2024 Reduced 2.7%
AVDE American Centy ETF Tr Avantis	$0	$300,000 0.0% of portfolio	4,897	Q4 2023 Added 7.56%
VHT Vanguard Health Care ETF	$0	$296,000 0.0% of portfolio	1,169	Q4 2024 New
DLN Wisdomtree Tr U.S Largecap Div	$0	$293,000 0.0% of portfolio	3,769	Q4 2024 Reduced 5.04%
EMLP First Tr Exchange Traded Iv	$0	$292,000 0.0% of portfolio	8,204	Q3 2024 New
VRP Invesco ETF Tr Ii Var Rate Pfd	$0	$288,000 0.0% of portfolio	11,944	Q1 2024 Reduced 14.34%
CRBN Ishares Tr Msci Acwi Low Carbo	$0	$286,000 0.0% of portfolio	1,480	Q4 2024 Added 0.54%
FTSL First Trust Senior Ln Fund	$0	$276,000 0.0% of portfolio	5,976	Q4 2024 Reduced 19.56%
BSCP Invesco Et Seld Idxd Fd Tr Bul	$0	$275,000 0.0% of portfolio	13,322	Q4 2024 Reduced 9.51%
DXJ Wisdomtree Trust Japan Hedged	$0	$274,000 0.0% of portfolio	2,492	Q4 2024 Reduced 5.28%
QTEC First Trust Nasdaq 100 Technol	$0	$270,000 0.0% of portfolio	1,436	Q4 2024 New
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$269,000 0.0% of portfolio	12,803	Q4 2024 Added 4.3%
IVLU Ishares Tr Edge Msci Intl Valu	$0	$262,000 0.0% of portfolio	9,699	Q4 2024 New
HLAL Listed Fds Tr Wahed Ftse Usa S	$0	$261,000 0.0% of portfolio	4,969	Q4 2024 Added 10.45%
IYE Ishares Tr	$0	$254,000 0.0% of portfolio	5,594	Q4 2024 Reduced 22.31%
IRBO Ishares Robotics & Artificial	$0	$252,000 0.0% of portfolio	7,870	Q4 2024 Reduced 25.7%
VXUS Vanguard Star Fd Vanguard Tota	$0	$249,000 0.0% of portfolio	4,229	Q4 2024 Added 0.24%
WTAI Wisdomtree Tr Artificial Intel	$0	$248,000 0.0% of portfolio	11,300	Q2 2024 New
FDEC First Tr Ex Tr Fd Viii Ft Cboe	$0	$245,000 0.0% of portfolio	5,500	Q4 2024 New
VOOG Vanguard S&P 500 Growth ETF	$0	$245,000 0.0% of portfolio	671	Q4 2024 Added 0.6%
VIOO Vanguard S&P Small Cap 600 ETF	$0	$245,000 0.0% of portfolio	2,315	Q3 2024 Reduced 2.36%
TLH Ishares Barclays 10 20 Yr Trea	$0	$239,000 0.0% of portfolio	2,403	Q4 2024 New
TPSC Timothy Plan U S Sm Cap Core E	$0	$239,000 0.0% of portfolio	6,128	Q4 2024 New
ISMD Northern Lts Fd Tr Iv	$0	$237,000 0.0% of portfolio	6,327	Q4 2024 New
FOCT First Tr Ex Trad Fd Viii Cboe	$0	$230,000 0.0% of portfolio	5,417	Q4 2024 New
IBDX Ishares Tr Ibonds Dec 2032 Ter	$0	$226,000 0.0% of portfolio	9,202	Q4 2024 Added 6.93%
SLV I Shares Silver Trust	$16.2B	$225,000 0.0% of portfolio	8,578	Q4 2024 Reduced 20.93%
BSCT Invesco Index Fd Tr Bulletshar	$0	$223,000 0.0% of portfolio	12,175	Q4 2024 New
SCHP Schwab Strategic Us Tips ETF	$0	$223,000 0.0% of portfolio	8,660	Q4 2024 Added 111.07%
STIP Ishares Barclays 0 5 Year Tips	$0	$219,000 0.0% of portfolio	2,182	Q3 2024 Reduced 1.58%
FEX First Tr Large Cap Core Alphde	$0	$217,000 0.0% of portfolio	2,089	Q1 2024 New
SCZ Ishares Tr Msci Eafe Small Cap	$0	$208,000 0.0% of portfolio	3,431	Q4 2024 Reduced 18.98%
BSCU Invesco Exc Self Ind Tr	$0	$171,000 0.0% of portfolio	10,475	Q4 2024 New
PGX Invesco ETF Tr Ii Pfd ETF	$0	$136,000 0.0% of portfolio	11,804	Q4 2024 Added 0.07%
CLTL Invesco ETF Tr Ii Treas Collat	$0	$0 0.0% of portfolio	13,753	Q4 2024 Reduced 26.36%

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