— Know what they know.
/
Not Investment Advice
Also trades as: MGR (NYSE) · $vol 1M · MGRE (NYSE) · $vol 1M · MGRB (NYSE) · $vol 0M · MGRD (NYSE) · $vol 0M

AMG NYSE

Affiliated Managers Group, Inc.
1W: -0.6% 1M: +4.2% 3M: +4.2% YTD: +28.6% 1Y: +60.8% 3Y: +181.5% 5Y: +137.8%
$371.43
-0.52 (-0.14%)
 
Weekly Expected Move ±3.4%
$346 $359 $371 $384 $397
NYSE · Financial Services · Asset Management · Tech Score Buy · Power 70 · $9.8B mcap · 25M float · 1.18% daily turnover · Short 63% of daily vol
Overview News Chart Smart Money Financials Income Statement Cash Flow Balance Sheet Earnings
Dividends Analysis Technicals Weather Peers ESG Institutions ETF Exposure Dark Pool Short Interest

ETF Exposure

216
ETFs Holding
Total ETF Value
4.47%
Max Weight
0.310%
Avg Weight

ETF Holdings by Value

ETFs Holding AMG

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 VITSX
0.0125% 3,474 33.4% 58.2 0.01%
2 VTSAX
0.0125% 3,474 33.4% 58.2 0.01%
3 VSMPX
0.0125% 3,474 33.4% 58.2 0.01%
4 VTI
Vanguard Morningstar Total Stock Market ETF
 0.0125% 3,474 33.4% 58.2 0.01%
5 NJH
0.2400% 400 8.5% 36.3 0.01%
6 VB
Vanguard Morningstar Small-Cap ETF
 0.1135% 1,303 4.5% 26.5 0.01%
7 NAESX
0.1135% 1,303 4.0% 25.0 0.02%
8 VSMAX
0.1135% 1,303 4.5% 26.5 0.01%
9 VSCIX
0.1135% 1,303 4.5% 26.5 0.01%
10 GABF
Gabelli Financial Services Opportunities ETF
 4.1993% 41 46.5% 20.1 0.02%
11 VBR
Vanguard Morningstar Small-Cap Value ETF
 0.1970% 832 6.0% 23.8 0.02%
12 VSIAX
0.1970% 832 6.0% 23.8 0.02%
13 VEXAX
0.1160% 3,302 7.4% 13.8 0.01%
14 VIEIX
0.1160% 3,302 7.4% 13.8 0.01%
15 VEMPX
0.1160% 3,302 7.4% 13.8 0.01%
16 VXF
Vanguard Extended Market ETF
 0.1160% 3,302 7.4% 13.8 0.01%
17 XMMO
Invesco S&P MidCap Momentum ETF
 1.0826% 78 29.2% 38.8 0.01%
18 VSEQX
0.5927% 605 7.4% 22.6 0.01%
19 MDY
State Street SPDR S&P MIDCAP 400 ETF Trust
 0.2765% 401 8.1% 38.1 0.01%
20 NNK
0.4700% 242 16.4% 46.4 0.01%
21 SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
 0.2788% 401 7.9% 38.1 0.01%
22 SCHA
Schwab U.S. Small-Cap ETF
 0.2317% 1,752 2.9% 17.8 0.02%
23 FSMAX
0.1190% 3,169 7.2% 16.2 0.01%
24 IWR
iShares Russell Mid-Cap ETF
 0.0700% 821 6.8% 23.1 0.02%
25 FSMDX
0.0680% 802 8.1% 28.5 0.02%
26 NIZ
0.0613% 801 9.4% 27.4 0.02%
27 QSY
WisdomTree U.S. Quality Shareholder Yield Fund
 0.9284% 124 20.0% 19.0 0.03%
28 WTV
WisdomTree U.S. Value Fund
 0.9965% 123 22.0% 21.9 0.02%
29 DFAS
Dimensional - US Small Cap ETF
 0.2110% 2,034 2.7% 17.4 0.01%
30 SCHM
Schwab U.S. Mid-Cap ETF
 0.1996% 500 4.8% 25.3 0.01%
31 CTEF
EA Series Trust - Castellan Targeted Equity ETF
 4.4700% 22 53.1% 23.9 0.00%
32 DFAC
Dimensional - US Core Equity 2 ETF
 0.0494% 2,516 27.6% 28.6 0.01%
33 VSTCX
0.7077% 631 6.9% 11.6 0.01%
34 IWD
iShares Russell 1000 Value ETF
 0.0256% 869 29.7% 23.3 0.02%
35 VEVFX
1.3258% 172 13.5% 26.0 0.02%
36 FSKAX
0.0130% 3,590 32.1% 42.0 0.01%
37 IVOO
Vanguard S&P Mid-Cap 400 ETF
 0.2713% 400 7.8% 37.2 0.01%
38 VFAIX
0.0994% 413 44.0% 17.2 0.02%
39 VFH
Vanguard Financials ETF
 0.0994% 424 44.3% 17.3 0.02%
40 MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
 0.5311% 247 14.8% 42.7 0.01%
41 DCOR
Dimensional - US Core Equity 1 ETF
 0.0329% 2,494 28.5% 33.1 0.01%
42 FXO
First Trust Financials AlphaDEX Fund
 1.4000% 104 18.5% 12.0 0.03%
43 IWS
iShares Russell Mid-Cap Value ETF
 0.0947% 717 6.8% 27.3 0.02%
44 DYNF
iShares U.S. Equity Factor Rotation Active ETF
 0.0312% 260 40.9% 51.2 0.01%
45 ITOT
iShares Core S&P Total U.S. Stock Market ETF
 0.0127% 2,440 34.6% 62.6 0.01%
46 NIV
0.0784% 709 11.0% 28.0 0.02%
47 SEIV
SEI QiM U.S. Large Cap Value Active ETF
 0.6700% 122 26.1% 16.9 0.02%
48 LRGF
iShares U.S. Equity Factor ETF
 0.2639% 301 35.6% 57.7 0.01%
49 IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
 0.5248% 246 14.4% 41.3 0.01%
50 KCE
State Street SPDR S&P Capital Markets ETF
 1.7126% 66 17.1% 16.9 0.02%
51 PDP
Invesco Dorsey Wright Momentum ETF
 0.5863% 101 24.9% 107.2 0.00%
52 FNDX
Schwab Fundamental U.S. Large Company ETF
 0.0315% 733 22.1% 24.0 0.02%
53 SEIM
SEI QiM U.S. Large Cap Momentum Active ETF
 0.5500% 78 36.3% 35.1 0.01%
54 IUSG
iShares Core S&P U.S. Growth ETF
 0.0245% 398 57.2% 96.8 0.01%
55 VT
Vanguard Total World Stock ETF
 0.0078% 9,618 21.2% 12139398131250.8 0.02%
56 VTWIX
0.0078% 9,618 21.2% 12139398131250.8 0.02%
57 VTWAX
0.0078% 9,618 21.2% 12139398131250.8 0.02%
58 VEXRX
0.0337% 826 8.1% 28.8 0.01%
59 VEXPX
0.0337% 707 10.4% 28.5 0.01%
60 JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
 0.2500% 658 6.5% 28.6 0.01%
61 JHMM
John Hancock Investments - Multifactor Mid Cap ETF
 0.1200% 657 5.1% 26.4 0.01%
62 IWB
iShares Russell 1000 ETF
 0.0132% 1,022 36.0% 64.6 0.01%
63 NJB
0.0126% 1,002 36.0% 56.1 0.01%
64 FSMD
Fidelity Small-Mid Multifactor ETF
 0.2400% 597 4.2% 21.6 0.01%
65 JMOM
JPMorgan U.S. Momentum Factor ETF
 0.2200% 282 19.4% 118.7 0.01%
66 VONV
Vanguard Russell 1000 Value ETF
 0.0249% 867 28.6% 22.9 0.02%
67 DON
WisdomTree U.S. MidCap Dividend Fund
 0.1529% 292 12.2% 21.5 0.03%
68 IYF
iShares U.S. Financials ETF
 0.1524% 142 49.0% 15.0 0.02%
69 SCHB
Schwab U.S. Broad Market ETF
 0.0127% 2,389 34.6% 63.2 0.01%
70 FLQM
Franklin U.S. Mid Cap Multifactor Index ETF
 0.3800% 204 11.5% 27.4 0.02%
71 SMMD
iShares Russell 2500 ETF
 0.1330% 2,483 3.1% 24.0 0.01%
72 FZROX
0.0130% 2,664 34.0% 43.2 0.01%
73 PKW
Invesco BuyBack Achievers ETF
 0.3002% 287 41.2% 16.8 0.01%
74 DXUV
Dimensional - US Vector Equity ETF
 0.0816% 2,244 24.5% 23.8 0.01%
75 VBIAX
0.0077% 3,201 20.6% 58.2 0.01%
76 VBINX
0.0077% 3,121 19.2% 43.0 0.01%
77 VBAIX
0.0077% 3,201 20.6% 58.2 0.01%
78 NLF
0.1408% 142 49.9% 15.6 0.02%
79 SEUS
SEI QiM U.S. Equity Factor Allocation Active ETF
 0.5100% 367 26.7% 24.2 0.01%
80 XMVM
Invesco S&P MidCap Value with Momentum ETF
 0.9168% 78 23.6% 13.2 0.02%
81 FNX
First Trust Mid Cap Core AlphaDEX Fund
 0.3400% 449 5.0% 16.1 0.02%
82 ORR
Militia Long/Short Equity ETF
 1.3000% 198 48.5% 84.9 0.01%
83 VITNX
0.0124% 3,029 32.0% 43.0 0.01%
84 VITPX
0.0124% 3,036 33.5% 58.2 0.01%
85 BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
 0.2200% 457 8.1% 21.1 0.01%
86 GLRY
Inspire Growth ETF
 2.6550% 33 44.6% 30.1 0.01%
87 RJCA
RJ ClariVest Capital Appreciation ETF
 0.6800% 71 57.0% 116.4 0.00%
88 FNY
First Trust Mid Cap Growth AlphaDEX Fund
 0.7200% 224 9.3% -5.9 0.01%
89 VMNFX
0.6725% 593 7.5% -4019.4 -0.44%
90 VTCLX
0.0121% 821 33.6% 43.5 0.01%
91 VTCIX
0.0121% 884 34.7% 59.4 0.01%
92 FLCOX
0.0250% 862 20.0% 24.6 0.02%
93 FZIPX
0.1360% 2,162 3.1% 22.9 0.02%
94 EZM
WisdomTree U.S. MidCap Fund
 0.3858% 505 8.6% 25.8 0.02%
95 SMIZ
Zacks Small/Mid Cap ETF
 1.0730% 199 11.5% 19.4 0.01%
96 PRF
Invesco RAFI US 1000 ETF
 0.0311% 995 23.8% 26.9 0.02%
97 IYG
iShares U.S. Financial Services ETF
 0.1378% 97 63.7% 18.1 0.02%
98 DFUS
Dimensional U.S. Equity ETF
 0.0131% 2,225 35.9% 64.0 0.01%
99 RECS
Columbia Research Enhanced Core ETF
 0.0500% 352 43.1% 85.4 0.01%
100 RFG
Invesco S&P MidCap 400 Pure Growth ETF
 0.8081% 102 20.7% 43.6 0.00%
101 IWV
iShares Russell 3000 ETF
 0.0127% 2,589 34.5% 62.4 0.01%
102 NAG
0.1333% 100 63.0% 17.6 0.02%
103 FNCL
Fidelity MSCI Financials Index ETF
 0.1100% 382 48.8% 16.8 0.02%
104 DFAU
Dimensional - US Core Equity Market ETF
 0.0192% 2,204 34.8% 43.3 0.01%
105 ESML
iShares ESG Aware MSCI USA Small-Cap ETF
 0.0878% 905 4.8% 23.7 0.01%
106 NMV
0.0119% 2,552 34.3% 54.4 0.01%
107 AFMC
First Trust Active Factor Mid Cap ETF
 0.9800% 266 11.9% 35.7 0.01%
108 ESGV
Vanguard ESG U.S. Stock ETF
 0.0156% 1,223 41.2% 65.7 0.01%
109 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
 0.0947% 1,903 27.2% 51.6 0.01%
110 FLQL
Franklin U.S. Large Cap Multifactor Index ETF
 0.0900% 216 37.2% 34.6 0.01%
111 VTMFX
0.0133% 855 14.2% 43.6 0.01%
112 OASC
OneAscent Enhanced Small and Mid Cap ETF
 1.7265% 147 20.6% 11.6 0.01%
113 VFMF
Vanguard U.S. Multifactor ETF
 0.2301% 606 8.8% 17.0 0.02%
114 HKJ
0.1670% 940 8.3% 26.1 0.01%
115 BKMC
BNY Mellon US Mid Cap Core Equity ETF
 0.2500% 396 5.3% 33.4 0.02%
116 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
 0.0112% 1,511 36.2% 67.5 0.01%
117 VONE
Vanguard Russell 1000 ETF
 0.0132% 1,020 34.8% 60.9 0.01%
118 DFSU
Dimensional - US Sustainability Core 1 ETF
 0.0660% 1,980 31.6% 40.0 0.01%
119 FIMVX
0.0900% 711 8.0% 25.5 0.02%
120 AFTY
Pacer CSOP FTSE China A50 ETF
 1.0900% 2,175 297.2% 45.2 0.02%
121 ISCG
iShares Morningstar Small-Cap Growth ETF
 0.1513% 919 6.8% 24.3 0.01%
122 JKK
iShares Morningstar Small-Cap Growth ETF
 0.1513% 919 6.8% 24.3 0.01%
123 PFI
Invesco Dorsey Wright Financial Momentum ETF
 2.6062% 38 37.5% 16.6 0.02%
124 FLAPX
0.2260% 507 5.0% 29.2 0.02%
125 OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
 0.0290% 631 37.1% 44.0 0.01%
126 IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
 0.3800% 246 7.9% 25.4 0.02%
127 QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
 0.3263% 360 8.8% 31.2 0.01%
128 VETS
Pacer Military Times Best Employers ETF
 0.7900% 2,366 424.1% 57.9 0.02%
129 FAD
First Trust Multi Cap Growth AlphaDEX Fund
 0.2100% 671 5.7% 65.0 0.01%
130 USMF
WisdomTree U.S. Multifactor Fund
 0.4685% 197 20.9% 69.9 0.01%
131 RWK
Invesco S&P MidCap 400 Revenue ETF
 0.0973% 401 20.4% 44.2 0.02%
132 TPSC
Timothy Plan US Small Cap Core ETF
 0.3200% 432 4.4% 30.3 0.02%
133 PTMC
Pacer Trendpilot US Mid Cap ETF
 0.2800% 400 7.8% 37.5 0.01%
134 VIRS
Pacer BioThreat Strategy ETF
 0.2700% 2,456 393.3% 69.6 0.02%
135 SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
 0.2700% 2,456 393.3% 69.6 0.02%
136 GWX
State Street SPDR S&P International Small Cap ETF
 0.1105% 2,046 2.1% 21.0 0.03%
137 SMDX
Intech S&P Small-Mid Cap Diversified Alpha ETF
 0.7676% 552 9.1% 21.7 0.01%
138 HKK
0.1273% 1,062 5.9% 19.8 0.02%
139 VTHR
Vanguard Russell 3000 ETF
 0.0126% 2,973 33.3% 58.7 0.01%
140 DEUS
Xtrackers Russell US Multifactor ETF
 0.2816% 861 6.5% 25.5 0.02%
141 DVOL
First Trust Dorsey Wright Momentum & Low Volatility ETF
 1.0700% 50 30.4% 30.4 0.02%
142 SCHK
Schwab 1000 Index ETF
 0.0134% 997 35.8% 64.5 0.01%
143 ONEV
State Street SPDR Russell 1000 Low Volatility Focus ETF
 0.2837% 449 9.5% 23.2 0.02%
144 SILX LEV
ETFMG Prime 2x Daily Junior Silver Miners ETF
 0.4100% 900 193.3% 40.6 0.02%
145 ETHO
Amplify Etho Climate Leadership U.S. ETF
 0.3900% 286 8.8% 30.4 0.01%
146 DUSG
U.S. Small Cap Growth Portfolio: ETF Class Shares
 0.0367% 564 6.8% 15.4 0.01%
147 AVIGX
0.2000% 231 123.9% 9.2 0.04%
148 OPTZ
Optimize Strategy Index ETF
 0.2400% 392 13.0% 42.4 0.01%
149 VALT LEV INV
ETFMG Sit Ultra Short ETF
 0.3600% 819 194.0% 47.9 0.02%
150 VFVA
Vanguard U.S. Value Factor ETF
 0.0708% 666 7.9% 15.8 0.02%
151 WSML
iShares MSCI World Small-Cap ETF
 0.0882% 3,667 2.4% 23.3 0.02%
152 PTL
Inspire 500 ETF
 0.0617% 469 28.8% 39.7 0.01%
153 JSTC
Adasina Social Justice All Cap Global ETF
 0.1900% 592 11.0% 29.5 0.02%
154 EQAL
Invesco Russell 1000 Equal Weight ETF
 0.0684% 1,011 4.7% 40.9 0.02%
155 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
 0.0296% 1,619 20.6% 24.6 0.02%
156 DVAL
BrandywineGLOBAL-Dynamic US Large Cap Value ETF
 0.6400% 97 33.4% 16.1 0.02%
157 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
 0.0585% 1,819 6.1% 16.0 0.01%
158 IYY
iShares Dow Jones U.S. ETF
 0.0132% 940 36.2% 64.8 0.01%
159 MSLC
Morgan Stanley Pathway Funds - Large Cap Equity ETF
 0.0098% 790 36.3% 54.7 0.01%
160 HKG
0.1430% 1,533 4.5% 22.8 0.02%
161 NLAX
0.0123% 962 36.1% 56.2 0.01%
162 IUS
Invesco RAFI Strategic US ETF
 0.0382% 532 27.8% 30.6 0.02%
163 REVS
Columbia Research Enhanced Value ETF
 0.1000% 299 34.1% 23.0 0.02%
164 GUSA
Goldman Sachs MarketBeta US 1000 Equity ETF
 0.0100% 1,004 35.9% 64.7 0.01%
165 MVV LEV
ProShares - Ultra MidCap400
 0.2243% 400 9.4% 38.1 0.01%
166 MFUS
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
 0.1000% 910 15.9% 59.8 0.02%
167 EUNA
0.0025% 2,798 111.8% -54.9 0.02%
168 TAX
EA Series Trust - Cambria Tax Aware ETF
 1.1300% 98 17.6% 10.3 0.00%
169 SYZ
Lazard US Systematic Small Cap Equity ETF
 0.4046% 497 7.3% 14.5 0.01%
170 DMRM
DeltaShares S&P 400 Managed Risk ETF
 0.2600% 402 5.7% 28.2 0.02%
171 AOA
iShares Core 80/20 Aggressive Allocation ETF
 0.0068% 6,456 18.5% 50.5 0.02%
172 ION
ProShares S&P Global Core Battery Metals ETF
 1.9015% 18 28.3% 23.5 0.09%
173 AOR
iShares Core 60/40 Balanced Allocation ETF
 0.0052% 6,456 14.2% 50.5 0.02%
174 OTAX
Optimal Tax Managed Equity ETF
 0.2700% 206 43.6% 140.8 0.01%
175 BUYO
KraneShares Man Buyout Beta Index ETF
 1.1300% 322 11.2% 18.1 0.01%
176 CVLC
Calvert US Large-Cap Core Responsible Index ETF
 0.0200% 758 38.2% 66.2 0.01%
177 DFUV
Dimensional - US Marketwide Value ETF
 0.0011% 1,322 26.9% 18.1 0.02%
178 VLU
State Street SPDR S&P 1500 Value Tilt ETF
 0.0200% 1,455 19.0% 34.1 0.02%
179 TMFX
Motley Fool Next Index ETF
 0.4100% 224 15.2% 41.0 0.01%
180 EBI
Longview Advantage ETF
 0.0200% 1,745 28.0% 21.4 0.01%
181 MIDU LEV
Direxion Daily Mid Cap Bull 3X ETF
 0.2179% 400 6.0% 38.0 0.01%
182 SPGM
State Street SPDR Portfolio MSCI Global Stock Market ETF
 0.0072% 2,850 22.5% 48.7 0.02%
183 GVUS
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
 0.0300% 858 29.5% 22.8 0.02%
184 AVTM
Avantis Total Equity Markets ETF 1
 0.0100% 1,707 41.1% 46.6 0.01%
185 EUNA
0.0009% 2,798 111.8% -54.9 0.02%
186 VSLU
Applied Finance Valuation Large Cap ETF
 0.0200% 452 53.3% 30.1 0.01%
187 CVMC
Calvert US Mid-Cap Core Responsible Index ETF
 0.0800% 594 5.8% 25.5 0.02%
188 JHML
John Hancock Investments - Multifactor Large Cap ETF
 0.0100% 774 24.9% 48.8 0.01%
189 ONEO
State Street SPDR Russell 1000 Momentum Focus ETF
 0.2816% 933 5.9% 34.9 0.02%
190 AOM
iShares Core 40/60 Moderate Allocation ETF
 0.0035% 6,456 9.7% 50.5 0.02%
191 QARP
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
 0.0787% 413 32.3% 26.7 0.01%
192 ISDS
Invesco RAFI Strategic Developed ex-US Small Company ETF
 0.0400% 203 2.4% 8.7 0.03%
193 CSA
VictoryShares US Small Cap Volatility Wtd ETF
 0.2692% 499 4.2% 48.1 0.02%
194 UMDD LEV
ProShares - UltraPro MidCap 400
 0.1860% 399 5.2% 38.2 0.01%
195 SPEU
State Street SPDR Portfolio Europe ETF
 0.0065% 1,693 19.5% 22.2 0.03%
196 AVSU
Avantis Responsible U.S. Equity ETF
 0.0100% 1,343 33.1% 44.2 0.01%
197 STXV
Strive 1000 Value ETF
 0.0600% 699 14.4% 21.6 0.03%
198 JHMF
John Hancock Multifactor Financials ETF
 0.1300% 138 28.4% 14.8 0.02%
199 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
 0.0217% 1,471 39.1% 91.9 0.01%
200 SFYX
SoFi Next 500 ETF
 0.1200% 487 11.7% 23.1 0.01%
201 VFLQ
Vanguard U.S. Liquidity Factor ETF
 0.0900% 199 1.2% 16.1 0.01%
202 MFMO
Motley Fool Momentum Factor ETF
 0.1900% 72 49.2% 354.6 0.01%
203 AOK
iShares Core 30/70 Conservative Allocation ETF
 0.0027% 6,456 7.3% 50.5 0.02%
204 AEMV
Harbor AlphaEdge Mid Cap Value ETF
 1.0038% 103 27.1% 18.8 0.02%
205 CSF
VictoryShares US Discovery Enhanced Volatility Wtd ETF
 0.0648% 499 1.0% 48.1 0.02%
206 AVUSX
—% 1,611 27.2% 30.5 0.01%
207 MFVL
Motley Fool Value Factor ETF
 0.2200% 101 46.8% 17.1 0.02%
208 MIDE
Xtrackers S&P MidCap 400 Scored & Screened ETF
 0.4275% 265 11.6% 26.6 0.02%
209 REMC
Columbia Research Enhanced Mid Cap ETF
 0.2000% 278 15.7% 32.4 0.02%
210 AEMG
Harbor AlphaEdge Mid Cap Growth ETF
 0.5334% 124 27.5% 20.9 0.01%
211 AVLC
Avantis U.S. Large Cap Equity ETF
 —% 820 30.8% 49.8 0.01%
212 ITDD
iShares LifePath Target Date 2040 ETF
 0.0059% 7,935 16.6% 48.4 0.02%
213 ITDE
iShares LifePath Target Date 2045 ETF
 0.0066% 7,935 18.5% 48.5 0.02%
214 ITDF
iShares LifePath Target Date 2050 ETF
 0.0072% 7,920 20.2% 48.3 0.02%
215 ITDC
iShares LifePath Target Date 2035 ETF
 0.0052% 7,935 14.7% 48.8 0.02%
216 AEMC
Harbor AlphaEdge Mid Cap Core ETF
 0.3029% 110 26.8% 22.2 0.01%
217 ITDG
iShares LifePath Target Date 2055 ETF
 0.0075% 7,920 21.3% 48.0 0.02%
218 RECI
Columbia Research Enhanced Core Premium Income ET
 0.0400% 352 34.6% 85.2 0.01%
219 ITDH
iShares LifePath Target Date 2060 ETF
 0.0076% 7,920 21.6% 47.9 0.02%
220 ITDB
iShares LifePath Target Date 2030 ETF
 0.0043% 7,935 12.1% 49.3 0.02%
221 ITDI
iShares LifePath Target Date 2065 ETF
 0.0076% 7,920 21.6% 47.9 0.02%
222 IRTR
iShares LifePath Retirement ETF
 0.0033% 7,935 9.2% 49.4 0.02%
223 JCTR
JPMorgan Carbon Transition U.S. Equity ETF
 0.0300% 395 37.6% 40.5 0.01%
224 ITDJ
iShares LifePath Target Date 2070 ETF
 0.0076% 7,920 21.6% 47.9 0.02%
225 ISCB
iShares Morningstar Small-Cap ETF
 0.1600% 1,560 3.5% 21.0 0.02%
226 JKJ
iShares Morningstar Small-Cap ETF
 0.1600% 1,560 3.5% 21.0 0.02%
227 IJH
iShares Core S&P Mid-Cap ETF
 0.2800% 400 7.7% 37.9 0.01%
228 IJK
iShares S&P Mid-Cap 400 Growth ETF
 0.5300% 247 14.5% 42.8 0.01%
229 SMLF
iShares U.S. Small-Cap Equity Factor ETF
 0.4100% 934 6.9% 22.4 0.02%
230 ISCV
iShares Morningstar Small Cap Value ETF
 0.1800% 1,040 5.1% 18.2 0.02%
231 XJH
iShares ESG Select Screened S&P Mid-Cap ETF
 0.3100% 360 8.5% 38.3 0.01%
232 JKL
iShares Morningstar Small-Cap Value ETF
 0.1800% 1,040 5.1% 18.2 0.02%
233 PCR
Simplify VettaFi Private Credit Strategy ETF
 -0.3001% 256 65.2% 15.9 0.15%
234 IALT
iShares Systematic Alternatives Active ETF
 -0.0261% 1,872 8.0% -5.8 0.03%
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