MIDWEST FINANCIAL NETWORK, LLC

PrivateCIK: 2137280
Location

TINLEY PARK, IL

105
Positions
$146.44M
Total AUM (reported)
2.42M
Total Shares

Allocation by class

TOTAL AUM$146.44M105 positions
TR UNIT$13.02M8.9%
S&P 500 ETF SHS$6.70M4.6%
FT VEST US EQT$6.23M4.3%
STATE STREET US$4.89M3.3%
ST STR MSCI USAQ$4.75M3.2%
500 VAL IDX FD$4.36M3.0%
ST PORT MARK ETF$4.19M2.9%

Portfolio Concentration

Top 316.8%4–1019.1%11–2524.8%Rest39.4%TOP 1035.9%0%100%
Top 3$24.60M16.8%
4–10$27.91M19.1%
11–25$36.28M24.8%
Rest$57.63M39.4%

Top 3 weight

16.8%

Top 10 weight

35.9%

Voting Authority Distribution

Total shares with voting rights: 2.42M

Sole

Full voting authority

2.42M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole105
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings105
Rows:

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares17.43K
TypeSH
Market value$13.02M
8.89%
Sole
17.43K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares9.76K
TypeSH
Market value$6.70M
4.58%
Sole
9.76K
Shared
0.00
None
0.00

SSGA ACTIVE TR

SOLE
STATE STREET US
Shares75.34K
TypeSH
Market value$4.89M
3.34%
Sole
75.34K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR MSCI USAQ
Shares25.44K
TypeSH
Market value$4.75M
3.25%
Sole
25.44K
Shared
0.00
None
0.00

VANGUARD ADMIRAL FDS INC

SOLE
500 VAL IDX FD
Shares19.88K
TypeSH
Market value$4.36M
2.98%
Sole
19.88K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
ST PORT MARK ETF
Shares80.86K
TypeSH
Market value$4.19M
2.86%
Sole
80.86K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
LNG DUR OPRTUN
Shares183K
TypeSH
Market value$3.92M
2.67%
Sole
183K
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
TOTAL BND MRKT
Shares51.19K
TypeSH
Market value$3.76M
2.57%
Sole
51.19K
Shared
0.00
None
0.00

SPDR INDEX SHS FDS

SOLE
ST STR PO EX ETF
Shares71.66K
TypeSH
Market value$3.61M
2.47%
Sole
71.66K
Shared
0.00
None
0.00

CAPITAL GRP FIXED INCM ETF T

SOLE
US MULTI-SECTOR
Shares121.84K
TypeSH
Market value$3.33M
2.27%
Sole
121.84K
Shared
0.00
None
0.00

CAPITAL GRP FIXED INCM ETF T

SOLE
CORE PLUS INCM
Shares148.74K
TypeSH
Market value$3.32M
2.26%
Sole
148.74K
Shared
0.00
None
0.00

J P MORGAN EXCHANGE TRADED F

SOLE
ACTIVE BOND ETF
Shares60.60K
TypeSH
Market value$3.24M
2.21%
Sole
60.60K
Shared
0.00
None
0.00

FIRST TR EXCHANGE TRADED FD

SOLE
NASD TECH DIV
Shares25.87K
TypeSH
Market value$2.97M
2.03%
Sole
25.87K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR SP600 SML
Shares50.61K
TypeSH
Market value$2.92M
1.99%
Sole
50.61K
Shared
0.00
None
0.00

VANGUARD BD INDEX FDS

SOLE
INTERMED TERM
Shares37.53K
TypeSH
Market value$2.88M
1.97%
Sole
37.53K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR P500ETF
Shares32.72K
TypeSH
Market value$2.88M
1.96%
Sole
32.72K
Shared
0.00
None
0.00

SSGA ACTIVE ETF TR

SOLE
ST STR TOTAL ETF
Shares61.47K
TypeSH
Market value$2.43M
1.66%
Sole
61.47K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
ST STR P400MID
Shares34.47K
TypeSH
Market value$2.33M
1.59%
Sole
34.47K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares44.40K
TypeSH
Market value$2.14M
1.46%
Sole
44.40K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
CAP STRENGTH ETF
Shares22.15K
TypeSH
Market value$2.08M
1.42%
Sole
22.15K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
DJ INTERNT IDX
Shares7.20K
TypeSH
Market value$1.90M
1.30%
Sole
7.20K
Shared
0.00
None
0.00

INNOVATOR ETFS TRUST

SOLE
US EQTY PWR BUF
Shares37.69K
TypeSH
Market value$1.84M
1.26%
Sole
37.69K
Shared
0.00
None
0.00

SPDR SERIES TRUST

SOLE
STATE STRET SPDR
Shares54.58K
TypeSH
Market value$1.82M
1.25%
Sole
54.58K
Shared
0.00
None
0.00

VANGUARD ADMIRAL FDS INC

SOLE
500 GRTH IDX F
Shares21.45K
TypeSH
Market value$1.77M
1.21%
Sole
21.45K
Shared
0.00
None
0.00

FIRST TR EXCHANGE-TRADED FD

SOLE
SHS
Shares5.27K
TypeSH
Market value$1.76M
1.21%
Sole
5.27K
Shared
0.00
None
0.00
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