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Not Investment Advice

EVR NYSE

Evercore Inc.
1W: +3.1% 1M: -0.7% 3M: -14.7% YTD: -25.8% 1Y: -19.6% 3Y: +106.8% 5Y: +77.4%
$259.65
+2.25 (+0.87%)
 
Weekly Expected Move ±3.5%
$234 $243 $252 $261 $269
NYSE · Financial Services · Financial - Capital Markets · Tech Score Neutral · Power 51 · $10.0B mcap · 36M float · 1.41% daily turnover · Short 38% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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 Supply Chain

ETF Exposure

263
ETFs Holding
Total ETF Value
3.04%
Max Weight
0.264%
Avg Weight

ETF Holdings by Value

ETFs Holding EVR

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 NJH
0.3700% 400 8.5% 31.4 0.01%
2 IJH
iShares Core S&P Mid-Cap ETF
 0.2900% 400 7.0% 29.5 0.01%
3 VTSAX
0.0127% 3,485 34.6% 62.4 0.01%
4 VSMPX
0.0127% 3,485 34.6% 62.4 0.01%
5 VTI
Vanguard Morningstar Total Stock Market ETF
 0.0127% 3,485 34.6% 62.4 0.01%
6 VITSX
0.0127% 3,485 34.6% 62.4 0.01%
7 NAESX
0.1190% 1,302 4.3% 23.6 0.01%
8 VB
Vanguard Morningstar Small-Cap ETF
 0.1190% 1,298 5.0% 22.8 0.01%
9 VSCIX
0.1190% 1,298 5.0% 22.8 0.01%
10 VSMAX
0.1190% 1,298 5.0% 22.8 0.01%
11 VXF
Vanguard Extended Market ETF
 0.1193% 3,322 9.5% 3.8 0.01%
12 VIEIX
0.1193% 3,322 9.5% 3.8 0.01%
13 VEXAX
0.1193% 3,322 9.5% 3.8 0.01%
14 VEMPX
0.1193% 3,322 9.5% 3.8 0.01%
15 XMHQ
Invesco S&P MidCap Quality ETF
 1.9184% 79 30.8% 24.7 0.01%
16 VPCCX
0.4133% 181 40.1% 20.8 0.01%
17 MDY
State Street SPDR S&P MIDCAP 400 ETF Trust
 0.2837% 401 7.3% 29.5 0.01%
18 VBR
Vanguard Morningstar Small-Cap Value ETF
 0.1068% 818 5.7% 19.9 0.02%
19 VSIAX
0.1068% 818 5.7% 19.9 0.02%
20 VBK
Vanguard Morningstar Small-Cap Growth ETF
 0.1342% 550 10.8% 26.4 0.00%
21 VSGAX
0.1342% 550 10.8% 26.4 0.00%
22 VSGIX
0.1342% 550 10.8% 26.4 0.00%
23 VDADX
0.0439% 333 34.5% 26.5 0.02%
24 VIG
Vanguard Dividend Appreciation ETF
 0.0439% 333 34.5% 26.5 0.02%
25 FSMAX
0.1350% 3,181 8.8% 12.6 0.01%
26 DFAS
Dimensional - US Small Cap ETF
 0.1576% 2,090 2.6% 15.2 0.01%
27 SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
 0.2863% 401 7.0% 29.5 0.01%
28 NIZ
0.0895% 801 9.4% 26.0 0.01%
29 VEXPX
0.2072% 824 8.0% 24.2 0.01%
30 VEXRX
0.2072% 826 8.1% 25.0 0.01%
31 NNK
0.4400% 242 16.4% 39.5 0.01%
32 FMCSX
0.5150% 171 14.4% 29.1 0.01%
33 FBAKX
0.0660% 315 27.0% 76.3 0.01%
34 FBALX
0.0660% 328 26.8% 37.5 0.01%
35 AVLV
Avantis U.S. Large Cap Value ETF
 0.1800% 298 26.8% 17.1 0.01%
36 FSMDX
0.0750% 821 5.9% 27.0 0.02%
37 VHCOX
0.1172% 193 39.0% 30.3 0.01%
38 VHCAX
0.1172% 195 38.6% 31.9 0.01%
39 VYM
Vanguard High Dividend Yield ETF
 0.0401% 593 26.2% 22.4 0.02%
40 VHYAX
0.0401% 593 26.2% 22.4 0.02%
41 IWR
iShares Russell Mid-Cap ETF
 0.0666% 820 6.7% 20.4 0.02%
42 IJK
iShares S&P Mid-Cap 400 Growth ETF
 0.3400% 247 13.6% 36.7 0.01%
43 SMIG
Bahl & Gaynor Small/Mid Cap Income Growth ETF
 2.4300% 39 40.0% 44.0 0.02%
44 DFAC
Dimensional - US Core Equity 2 ETF
 0.0383% 2,537 26.7% 27.5 0.01%
45 BDMIX
0.2202% 3,803 14.6% -8368.4 3.97%
46 SCHM
Schwab U.S. Mid-Cap ETF
 0.2001% 499 5.0% 21.9 0.01%
47 NJJ
0.3000% 302 10.1% 22.6 0.02%
48 FSKAX
0.0150% 3,600 34.8% 51.6 0.01%
49 FSLBX
2.0740% 40 53.5% 26.4 0.02%
50 IWD
iShares Russell 1000 Value ETF
 0.0242% 868 29.5% 23.8 0.02%
51 REGL
ProShares - S&P MidCap 400 Dividend Aristocrats ETF
 1.1969% 65 17.6% 4.3 0.03%
52 OPMIX
0.7852% 96 16.4% 50.2 0.01%
53 IJJ
iShares S&P Mid-Cap 400 Value ETF
 0.2200% 296 11.1% 22.2 0.02%
54 KOC
1.2500% 33 73.3% 17.1 0.02%
55 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
 0.0414% 2,518 27.9% 32.6 0.01%
56 NIV
0.1147% 709 11.0% 27.0 0.02%
57 IVOO
Vanguard S&P Mid-Cap 400 ETF
 0.2902% 400 7.8% 30.6 0.01%
58 QGRO
American Century U.S. Quality Growth ETF
 0.8700% 187 30.1% 123.1 0.01%
59 VFH
Vanguard Financials ETF
 0.1120% 423 48.2% 18.3 0.02%
60 VFAIX
0.1120% 410 44.5% 17.3 0.02%
61 SMLF
iShares U.S. Small-Cap Equity Factor ETF
 0.3400% 932 6.2% 18.8 0.13%
62 GTSVX
0.9442% 96 20.9% 28.8 0.00%
63 IWS
iShares Russell Mid-Cap Value ETF
 0.0880% 716 6.7% 26.0 0.02%
64 FSSMX
0.4670% 194 14.4% 27.7 0.01%
65 ITOT
iShares Core S&P Total U.S. Stock Market ETF
 0.0133% 2,420 33.8% 62.4 0.01%
66 IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
 0.9300% 35 74.2% 18.6 0.02%
67 SCHX
Schwab U.S. Large-Cap ETF
 0.0138% 750 35.9% 65.2 0.01%
68 FITIX
0.4190% 178 14.1% 26.9 0.01%
69 FZAMX
0.4190% 178 14.1% 26.9 0.01%
70 MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
 0.3529% 247 13.6% 36.7 0.01%
71 JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
 0.3300% 671 5.8% 26.3 0.01%
72 FDSSX
0.0830% — —% — —%
73 FXO
First Trust Financials AlphaDEX Fund
 0.8800% 104 17.5% 5.4 0.03%
74 IALT
iShares Systematic Alternatives Active ETF
 0.1148% 1,773 8.4% 9.9 0.03%
75 DUSG
U.S. Small Cap Growth Portfolio: ETF Class Shares
 0.4653% 573 7.2% 17.2 0.01%
76 NJB
0.0177% 1,002 36.0% 56.6 0.01%
77 DON
WisdomTree U.S. MidCap Dividend Fund
 0.2179% 290 13.0% 19.5 0.03%
78 DGRO
iShares Core Dividend Growth ETF
 0.0192% 391 27.0% 23.0 0.02%
79 VTWAX
0.0083% 9,661 22.3% 7515009019972.8 0.02%
80 VTWIX
0.0083% 9,661 22.3% 7515009019972.8 0.02%
81 VT
Vanguard Total World Stock ETF
 0.0083% 9,661 22.3% 7515009019972.8 0.02%
82 VSTCX
0.2564% 652 7.2% 14.4 0.01%
83 NLF
0.2072% 142 49.9% 16.1 0.02%
84 JHMM
John Hancock Investments - Multifactor Mid Cap ETF
 0.1200% 658 4.7% 22.3 0.01%
85 KCE
State Street SPDR S&P Capital Markets ETF
 1.4669% 66 19.1% 18.2 0.02%
86 IWB
iShares Russell 1000 ETF
 0.0132% 1,021 35.1% 64.5 0.01%
87 IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
 0.3428% 247 14.7% 38.4 0.01%
88 FZROX
0.0150% 2,631 33.4% 51.3 0.01%
89 MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
 0.2197% 296 11.1% 22.2 0.02%
90 VONV
Vanguard Russell 1000 Value ETF
 0.0259% 870 29.8% 23.5 0.02%
91 FNDX
Schwab Fundamental U.S. Large Company ETF
 0.0208% 731 22.3% 22.9 0.02%
92 SCHB
Schwab U.S. Broad Market ETF
 0.0130% 2,380 33.9% 62.5 0.01%
93 IYF
iShares U.S. Financials ETF
 0.1493% 142 47.8% 15.7 0.02%
94 IUSG
iShares Core S&P U.S. Growth ETF
 0.0161% 399 57.1% 92.8 0.01%
95 SMMD
iShares Russell 2500 ETF
 0.1273% 2,474 3.1% 19.4 0.02%
96 AVUS
Avantis U.S. Equity ETF
 0.0400% 1,919 29.9% 39.4 0.01%
97 SCHV
Schwab U.S. Large-Cap Value ETF
 0.0323% 566 19.9% 22.7 0.02%
98 VBIAX
0.0079% 3,170 21.6% 62.4 0.01%
99 VBINX
0.0079% 3,219 19.6% 52.8 0.01%
100 VBAIX
0.0079% 3,170 21.6% 62.4 0.01%
101 EWMC
Invesco S&P MidCap 400 Equal Weight ETF
 0.8023% 61 27.3% 22.9 0.01%
102 GRPM
Invesco S&P MidCap 400 GARP ETF
 0.8023% 61 27.3% 22.9 0.01%
103 FCNKX
0.0030% 337 41.2% 75.4 0.01%
104 FCNTX
0.0030% 352 40.7% 30.5 0.01%
105 BDSKX
0.0837% 805 5.9% 0.3 0.01%
106 BDSIX
0.0837% 783 9.1% 10.8 0.01%
107 BDSCX
0.0837% 805 5.9% 0.3 0.01%
108 BDSAX
0.0837% 805 5.9% 0.3 0.01%
109 VITPX
0.0129% 3,015 34.6% 62.4 0.01%
110 VITNX
0.0129% 3,134 32.0% 52.7 0.01%
111 SCDV
ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF
 3.0400% 36 47.8% 16.9 0.01%
112 TOGA
Tremblant Global ETF
 2.4800% 28 44.6% 48.0 0.01%
113 FLCOX
0.0280% 869 28.7% 24.1 0.02%
114 NNW
0.0162% 740 23.0% 31.6 0.02%
115 BGDV
ETF Series Solutions - Bahl & Gaynor Dividend ETF
 0.4900% 48 34.6% 29.7 0.01%
116 FZIPX
0.1540% 2,126 3.3% 18.3 0.02%
117 BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
 0.2000% 457 8.0% 12.8 0.01%
118 FLCNX
0.0110% 349 43.1% 37.9 0.01%
119 HKJ
0.4106% 940 8.3% 22.8 0.01%
120 PQNAX
0.7200% 71 20.9% 10.1 0.02%
121 PRNIX
0.7200% 84 20.3% 18.5 0.02%
122 ESML
iShares ESG Aware MSCI USA Small-Cap ETF
 0.1419% 897 5.1% 20.0 0.01%
123 VEVFX
0.2667% 172 13.8% 29.0 0.02%
124 NAG
0.2001% 100 63.0% 18.2 0.02%
125 OUSM
ALPS O'Shares U.S. Small-Cap Quality Dividend ETF
 0.4400% 110 21.3% 21.3 0.02%
126 VSEQX
0.0288% 612 7.1% 22.0 0.01%
127 NMV
0.0175% 2,552 34.3% 54.6 0.01%
128 DXUV
U.S. Vector Equity Portfolio ETF Class Shares
 0.0521% 2,258 23.9% 22.8 0.01%
129 IUSV
iShares Core S&P U.S. Value ETF
 0.0111% 730 23.3% 32.5 0.02%
130 IVOV
Vanguard S&P Mid-Cap 400 Value ETF
 0.2328% 296 10.7% 21.6 0.02%
131 FIDSX
0.3600% 60 45.8% 17.9 0.02%
132 IYG
iShares U.S. Financial Services ETF
 0.1328% 97 63.9% 19.0 0.01%
133 JKK
iShares Morningstar Small-Cap Growth ETF
 0.3053% 914 7.1% 10.1 0.01%
134 FAAIX
0.0330% 836 20.7% 50.2 0.02%
135 FTASX
0.0330% 836 20.7% 50.2 0.02%
136 FASGX
0.0330% 8 10.8% — —%
137 FAASX
0.0330% 836 20.7% 50.2 0.02%
138 FCASX
0.0330% 836 20.7% 50.2 0.02%
139 DFUS
Dimensional U.S. Equity ETF
 0.0133% 2,210 34.6% 64.3 0.01%
140 ISCG
iShares Morningstar Small-Cap Growth ETF
 0.2996% 912 7.3% 9.5 0.01%
141 FFTMX
0.0260% 836 16.6% 50.9 0.02%
142 FASMX
0.0260% 8 9.1% — —%
143 FEYAX
0.0400% 836 24.4% 51.1 0.02%
144 FEYCX
0.0400% 836 24.4% 51.1 0.02%
145 FEYIX
0.0400% 836 24.4% 51.1 0.02%
146 FEYTX
0.0400% 836 24.4% 51.1 0.02%
147 FAMRX
0.0400% 8 12.3% — —%
148 DFAU
Dimensional - US Core Equity Market ETF
 0.0201% 2,154 34.0% 42.9 0.01%
149 IWV
iShares Russell 3000 ETF
 0.0124% 2,579 33.7% 62.4 0.01%
150 FNCL
Fidelity MSCI Financials Index ETF
 0.1100% 381 48.4% 17.8 0.02%
151 FFSIX
0.3550% 62 45.7% 17.2 0.02%
152 AFTY
Pacer CSOP FTSE China A50 ETF
 1.4300% 2,175 297.2% 42.9 0.02%
153 OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
 0.0471% 633 37.1% 43.6 0.01%
154 RWK
Invesco S&P MidCap 400 Revenue ETF
 0.1680% 399 20.8% -6.6 0.02%
155 ESGV
Vanguard ESG U.S. Stock ETF
 0.0158% 1,207 42.6% 70.4 0.01%
156 PRF
Invesco RAFI US 1000 ETF
 0.0192% 992 23.4% 25.7 0.02%
157 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
 0.0136% 1,509 35.1% 66.6 0.01%
158 DGRW
WisdomTree U.S. Quality Dividend Growth Fund
 0.0112% 195 39.2% 27.8 0.01%
159 BSMAX
0.1312% 1,910 4.1% 12.6 0.01%
160 AVMV
Avantis U.S. Mid Cap Value ETF
 0.2200% 283 12.0% 18.5 0.02%
161 BRMKX
0.0683% 588 7.0% 16.1 0.01%
162 BRMAX
0.0683% 588 7.0% 16.1 0.01%
163 SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
 1.3000% 2,456 393.3% 67.7 0.02%
164 VIRS
Pacer BioThreat Strategy ETF
 1.3000% 2,456 393.3% 67.7 0.02%
165 BKMC
BNY Mellon US Mid Cap Core Equity ETF
 0.2600% 397 5.5% 23.3 0.02%
166 IQSM
NYLI Candriam U.S. Mid Cap Equity ETF
 0.4500% 246 9.2% 19.1 0.02%
167 FLAPX
0.2550% 502 5.5% 23.0 0.02%
168 FIMVX
0.1000% 718 5.9% 23.9 0.02%
169 CPEAX
1.1632% 32 57.6% 35.9 0.01%
170 CPECX
1.1632% 32 57.7% 36.3 0.01%
171 CPEIX
1.1632% 32 57.7% 36.3 0.01%
172 VONE
Vanguard Russell 1000 ETF
 0.0133% 1,023 36.0% 65.3 0.01%
173 FSANX
0.0290% 8 9.6% — —%
174 FNY
First Trust Mid Cap Growth AlphaDEX Fund
 0.3000% 225 8.7% -13.4 0.01%
175 EEMD
AAM S&P Emerging Markets High Dividend Value ETF
 2.1100% 57 23.3% 46.9 0.02%
176 BEQGX
0.0800% 182 35.6% 27.2 0.01%
177 VSDA
VictoryShares Dividend Accelerator ETF
 0.6664% 75 29.9% 9.3 0.03%
178 VETS
Pacer Military Times Best Employers ETF
 0.3700% 2,366 424.1% 56.1 0.02%
179 INFO
Harbor PanAgora Dynamic Large Cap Core ETF
 0.1388% 137 41.3% 58.5 0.01%
180 QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
 0.3184% 359 7.9% 23.9 0.01%
181 VUSE
Vident U.S. Equity Strategy ETF
 0.2000% 123 28.2% 32.3 0.01%
182 XJH
iShares ESG Select Screened S&P Mid-Cap ETF
 0.3100% 359 7.9% 28.4 0.01%
183 EZM
WisdomTree U.S. MidCap Fund
 0.1385% 503 9.0% 19.0 0.02%
184 TSCM
TimesSquare Quality Mid Cap Growth ETF
 2.9774% 40 36.7% 28.5 0.00%
185 DFSU
Dimensional - US Sustainability Core 1 ETF
 0.0506% 1,967 30.7% 39.3 0.01%
186 GQI
Natixis Gateway Quality Income ETF
 0.3870% 118 37.8% 31.6 0.01%
187 VFMO
Vanguard U.S. Momentum Factor ETF
 0.0536% 670 10.9% 23.0 0.01%
188 FDEQX
0.0450% 114 41.5% 119.8 0.01%
189 PTMC
Pacer Trendpilot US Mid Cap ETF
 0.2800% 400 7.1% 29.5 0.01%
190 FELG
Fidelity Enhanced Large Cap Growth ETF
 0.0200% 127 58.7% 82.0 0.00%
191 ONEY
State Street SPDR Russell 1000 Yield Focus ETF
 0.1403% 299 18.1% 22.0 0.04%
192 ADCIX
0.1800% 120 54.6% 105.1 0.00%
193 VTHR
Vanguard Russell 3000 ETF
 0.0130% 2,980 34.7% 63.1 0.01%
194 FASIX
0.0130% 9 9.6% — —%
195 SCHK
Schwab 1000 Index ETF
 0.0134% 996 35.0% 63.8 0.01%
196 AVLC
Avantis U.S. Large Cap Equity ETF
 0.0500% 832 30.1% 48.3 0.01%
197 DEUS
Xtrackers Russell US Multifactor ETF
 0.2185% 860 6.6% 23.9 0.02%
198 COWS
Amplify Cash Flow Dividend Leaders ETF
 1.4400% 41 31.6% 19.2 0.02%
199 FFANX
0.0220% 834 13.7% 50.9 0.02%
200 BASMX
0.0124% 1,985 19.9% 91.7 0.01%
201 WSML
iShares MSCI World Small-Cap ETF
 0.0899% 3,661 2.5% 20.4 0.02%
202 AVMC
Avantis U.S. Mid Cap Equity ETF
 0.1100% 599 5.8% 22.3 0.01%
203 PTL
Inspire 500 ETF
 0.0650% 499 26.9% 35.4 0.01%
204 NLAX
0.0187% 962 36.1% 56.7 0.01%
205 HKG
0.2044% 1,533 4.5% 18.8 0.02%
206 OPTZ
Optimize Strategy Index ETF
 0.2100% 393 12.7% 38.7 0.01%
207 SMOX
Horizon Small/Mid Cap Core Equity ETF
 0.3500% 259 11.1% 21.3 0.01%
208 FAD
First Trust Multi Cap Growth AlphaDEX Fund
 0.0900% 674 4.9% 51.6 0.01%
209 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
 0.0694% 1,818 6.1% 16.1 0.01%
210 EQAL
Invesco Russell 1000 Equal Weight ETF
 0.0575% 1,011 4.4% 32.0 0.02%
211 ONEV
State Street SPDR Russell 1000 Low Volatility Focus ETF
 0.1505% 448 10.0% 21.9 0.02%
212 IYY
iShares Dow Jones U.S. ETF
 0.0140% 939 35.3% 64.7 0.01%
213 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
 0.0180% 1,894 26.0% 49.9 0.01%
214 MSML
iShares MSCI USA Small-Cap ETF
 0.1400% 1,657 4.0% 21.1 0.02%
215 FTANX
0.0170% 9 11.2% — —%
216 DTD
WisdomTree U.S. Total Dividend Fund
 0.0220% 805 23.6% 26.9 0.02%
217 FMDE
Fidelity Enhanced Mid Cap ETF
 —% 524 9.4% 14.1 0.01%
218 ADSIX
0.0800% 154 53.6% 137.7 0.01%
219 VTMFX
0.0028% 840 15.9% 53.7 0.01%
220 MSLC
Morgan Stanley Pathway Funds - Large Cap Equity ETF
 0.0087% 790 35.2% 52.4 0.01%
221 MVV LEV
ProShares - Ultra MidCap400
 0.2289% 400 8.6% 29.5 0.01%
222 GUSA
Goldman Sachs MarketBeta US 1000 Equity ETF
 0.0100% 1,004 35.2% 64.5 0.01%
223 AVUQ
Avantis U.S. Quality ETF
 0.0800% 548 53.4% 75.3 0.00%
224 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
 0.0197% 1,613 20.8% 23.8 0.02%
225 FSGS
First Trust SMID Growth Strength ETF
 0.9800% 100 11.2% 30.8 0.01%
226 AVSU
Avantis Responsible U.S. Equity ETF
 0.0600% 1,353 32.6% 42.1 0.01%
227 PFM
Invesco Dividend Achievers ETF
 0.0344% 429 31.9% 26.3 0.02%
228 VALQ
American Century STOXX U.S. Quality Value ETF
 0.1400% 223 23.5% 24.0 0.02%
229 LRGF
iShares U.S. Equity Factor ETF
 0.0073% 301 35.0% 55.8 0.01%
230 FNITX
0.0010% 329 43.4% 37.0 0.01%
231 JHML
John Hancock Investments - Multifactor Large Cap ETF
 0.0200% 775 24.2% 45.8 0.01%
232 AOA
iShares Core 80/20 Aggressive Allocation ETF
 0.0071% 6,484 18.1% 50.1 0.02%
233 GINN
Goldman Sachs Innovate Equity ETF
 0.1300% 470 16.3% 84.8 0.01%
234 DMRM
DeltaShares S&P 400 Managed Risk ETF
 0.2300% 402 5.7% 20.0 0.02%
235 MDLVX
0.0240% 191 25.0% 21.3 0.02%
236 AOR
iShares Core 60/40 Balanced Allocation ETF
 0.0054% 6,484 13.8% 50.1 0.02%
237 AVTM
Avantis Total Equity Markets ETF 1
 0.0300% 1,702 40.6% 45.5 0.01%
238 NSCS
Nuveen Small Cap Select
 2.1738% 84 19.3% 19.5 0.01%
239 MFUS
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
 0.0600% 913 16.0% 54.4 0.02%
240 CVLC
Calvert US Large-Cap Core Responsible Index ETF
 0.0200% 756 37.3% 59.8 0.01%
241 RNMC
First Trust Mid Cap US Equity Select ETF
 1.1800% 100 12.7% 23.0 0.02%
242 AVUSX
0.0200% 1,611 27.2% 30.3 0.01%
243 USEW
Cambria US EW ETF
 0.0700% 425 22.3% 77.2 0.01%
244 MIDU LEV
Direxion Daily Mid Cap Bull 3X ETF
 0.2057% 400 5.0% 29.5 0.01%
245 VSLU
Applied Finance Valuation Large Cap ETF
 0.0200% 438 51.7% 29.3 0.01%
246 GVUS
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
 0.0200% 857 29.4% 23.4 0.02%
247 BIRAX
0.0085% 151 22.2% 52.8 0.01%
248 AVUC
Avantis U.S. Core Equity ETF
 0.0300% 1,593 36.9% 55.3 0.01%
249 SMDX
Intech S&P Small-Mid Cap Diversified Alpha ETF
 0.0801% 527 9.6% 20.6 0.01%
250 CVMC
Calvert US Mid-Cap Core Responsible Index ETF
 0.0800% 593 5.6% 21.7 0.02%
251 VLU
State Street SPDR S&P 1500 Value Tilt ETF
 0.0115% 1,451 18.9% 32.9 0.02%
252 SYZ
Lazard US Systematic Small Cap Equity ETF
 0.1402% 487 7.2% 17.6 0.01%
253 HIPR
Direxion High Growth ETF
 0.9500% 112 56.6% 43.5 0.01%
254 HDUS
Hartford Disciplined US Equity ETF
 0.0755% 239 33.3% 53.0 0.02%
255 SFYX
SoFi Next 500 ETF
 0.3100% 487 11.7% 21.9 0.01%
256 EBI
Longview Advantage ETF
 0.0100% 1,731 27.1% 21.1 0.01%
257 ONEO
State Street SPDR Russell 1000 Momentum Focus ETF
 0.2288% 931 5.9% 31.4 0.02%
258 AOM
iShares Core 40/60 Moderate Allocation ETF
 0.0037% 6,484 9.3% 50.1 0.02%
259 STMB
iShares Trust - iShares Factors US Mid Blend Style ETF
 1.1200% 404 10.5% 60.5 0.11%
260 JHDV
John Hancock Investments - U.S. High Dividend ETF
 0.4500% 74 34.2% 23.7 0.03%
261 QARP
Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
 0.0702% 413 31.9% 26.2 0.01%
262 BRSM
MFS Blended Research Small-Mid Cap ETF
 0.2000% 329 10.0% 4.1 0.01%
263 UMDD LEV
ProShares - UltraPro MidCap 400
 0.1893% 399 4.6% 29.5 0.01%
264 FLQH
Franklin LibertyQ International Equity Hedged ETF
 0.1500% 211 20.3% 22.7 0.04%
265 HFGO
Hartford Large Cap Growth ETF
 0.0198% 45 64.9% 34.4 0.00%
266 SQLT
iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF
 0.5052% 486 9.0% 24.8 0.01%
267 VTCLX
0.0001% 884 33.4% 54.4 0.01%
268 VTCIX
0.0001% 863 36.2% 64.7 0.01%
269 STXV
Strive 1000 Value ETF
 0.0400% 699 14.0% 19.2 0.02%
270 AOK
iShares Core 30/70 Conservative Allocation ETF
 0.0028% 6,484 7.0% 50.1 0.02%
271 PJSM
PGIM Jennison Small-Mid Cap Core Equity ETF
 0.3484% 249 19.8% 13.8 0.01%
272 QMID
WisdomTree U.S. MidCap Quality Growth Fund
 0.7851% 124 15.8% 2.9 0.01%
273 MIDE
Xtrackers S&P MidCap 400 Scored & Screened ETF
 0.4457% 264 10.1% 25.9 0.02%
274 FEAC
Fidelity Covington Trust - Fidelity Enhanced U.S. All-Cap Equity ETF
 0.0600% 419 35.6% 97.9 0.01%
275 FHLKX
0.0140% 8 32.4% — —%
276 FHLSX
0.0140% 813 35.6% 45.3 0.02%
277 ITDD
iShares LifePath Target Date 2040 ETF
 0.0058% 7,963 15.8% 47.9 0.02%
278 ITDF
iShares LifePath Target Date 2050 ETF
 0.0071% 7,948 19.6% 47.8 0.02%
279 ITDE
iShares LifePath Target Date 2045 ETF
 0.0065% 7,963 17.8% 47.8 0.02%
280 FLQG
Franklin U.S. Equity Index ETF
 0.0400% 494 10.8% 17.3 0.02%
281 STXG
Strive 1000 Growth ETF
 —% 699 39.2% 86.4 0.01%
282 ITDC
iShares LifePath Target Date 2035 ETF
 0.0051% 7,963 13.9% 48.2 0.02%
283 HQGO
Hartford US Quality Growth ETF
 0.1581% 188 36.7% 71.7 0.01%
284 ITDG
iShares LifePath Target Date 2055 ETF
 0.0076% 7,948 20.8% 47.5 0.02%
285 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
 0.0035% 1,488 36.9% 92.1 0.01%
286 HFXE
IQ 50 Percent Hedged FTSE Europe ETF
 0.0200% 182 16.8% 24.5 0.02%
287 ITDH
iShares LifePath Target Date 2060 ETF
 0.0077% 7,948 21.1% 47.4 0.02%
288 ITDB
iShares LifePath Target Date 2030 ETF
 0.0041% 7,963 11.3% 48.8 0.02%
289 ITDI
iShares LifePath Target Date 2065 ETF
 0.0077% 7,948 21.1% 47.4 0.02%
290 IRTR
iShares LifePath Retirement ETF
 0.0031% 7,963 8.6% 48.8 0.02%
291 GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
 0.0100% 1,572 18.9% 40.8 0.01%
292 ITDJ
iShares LifePath Target Date 2070 ETF
 0.0077% 7,948 21.1% 47.4 0.02%
293 VMAX
Hartford US Value ETF
 0.0229% 125 19.0% 16.9 0.03%
294 ISCB
iShares Morningstar Small-Cap ETF
 0.1500% 1,560 3.5% 14.8 0.01%
295 JKJ
iShares Morningstar Small-Cap ETF
 0.1500% 1,661 4.2% 20.8 0.01%
296 SMDY
Syntax Stratified MidCap
 0.1300% 180 1.8% 30.8 0.02%
297 BTAL
AGF U.S. Market Neutral Anti-Beta Fund
 -0.3064% 400 4.7% -181.9 0.06%
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