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MORN NASDAQ

Morningstar, Inc.
1W: -6.1% 1M: -12.5% 3M: +10.7% YTD: -12.8% 1Y: -19.0% 3Y: -20.4% 5Y: -32.4%
$183.55
-7.66 (-4.01%)
 
Weekly Expected Move ±5.3%
$164 $174 $184 $193 $203
NASDAQ · Financial Services · Financial - Data & Stock Exchanges · Tech Score Sell · Power 39 · $6.9B mcap · 19M float · 2.04% daily turnover · Short 57% 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 Supply Chain

ETF Exposure

218
ETFs Holding
Total ETF Value
4.61%
Max Weight
0.204%
Avg Weight

ETF Holdings by Value

ETFs Holding MORN

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 NJH
0.1200% 400 8.5% 36.3 0.01%
2 VITSX
0.0056% 3,474 33.4% 58.2 0.01%
3 VTSAX
0.0056% 3,474 33.4% 58.2 0.01%
4 VTI
Vanguard Morningstar Total Stock Market ETF
 0.0056% 3,474 33.4% 58.2 0.01%
5 VSMPX
0.0056% 3,474 33.4% 58.2 0.01%
6 VWNEX
0.4259% 129 18.7% 25.9 0.02%
7 VWNDX
0.4259% 133 17.2% 28.8 0.02%
8 NAESX
0.0511% 1,303 4.0% 25.0 0.02%
9 VSMAX
0.0511% 1,303 4.5% 26.5 0.01%
10 VSCIX
0.0511% 1,303 4.5% 26.5 0.01%
11 VB
Vanguard Morningstar Small-Cap ETF
 0.0511% 1,303 4.5% 26.5 0.01%
12 VEMPX
0.0576% 3,302 7.4% 13.8 0.01%
13 VEXAX
0.0576% 3,302 7.4% 13.8 0.01%
14 VIEIX
0.0576% 3,302 7.4% 13.8 0.01%
15 VXF
Vanguard Extended Market ETF
 0.0576% 3,302 7.4% 13.8 0.01%
16 VBK
Vanguard Morningstar Small-Cap Growth ETF
 0.1202% 542 9.5% 31.7 0.00%
17 VSGAX
0.1202% 542 9.5% 31.7 0.00%
18 VSGIX
0.1202% 542 9.5% 31.7 0.00%
19 VEXPX
0.2104% 707 10.4% 28.5 0.01%
20 VEXRX
0.2104% 826 8.1% 28.8 0.01%
21 XMHQ
Invesco S&P MidCap Quality ETF
 0.6131% 79 30.8% 24.9 0.01%
22 VDADX
0.0206% 333 33.5% 25.1 0.02%
23 VIG
Vanguard Dividend Appreciation ETF
 0.0206% 333 33.5% 25.1 0.02%
24 MDY
State Street SPDR S&P MIDCAP 400 ETF Trust
 0.1063% 401 8.1% 38.1 0.01%
25 DFAS
Dimensional - US Small Cap ETF
 0.1430% 2,034 2.7% 17.4 0.01%
26 FSMAX
0.0530% 3,169 7.2% 16.2 0.01%
27 SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
 0.1071% 401 7.9% 38.1 0.01%
28 NIW
0.0850% 276 26.5% 25.6 0.01%
29 QSY
WisdomTree U.S. Quality Shareholder Yield Fund
 0.4762% 124 20.0% 19.0 0.03%
30 FXO
First Trust Financials AlphaDEX Fund
 1.5800% 104 18.5% 12.0 0.03%
31 WTV
WisdomTree U.S. Value Fund
 0.4973% 123 22.0% 21.9 0.02%
32 IWR
iShares Russell Mid-Cap ETF
 0.0280% 821 6.8% 23.1 0.02%
33 NIZ
0.0280% 801 9.4% 27.4 0.02%
34 FMDE
Fidelity Enhanced Mid Cap ETF
 0.1900% 499 9.3% 16.3 0.01%
35 FSMDX
0.0270% 802 8.1% 28.5 0.02%
36 NNK
0.1100% 242 16.4% 46.4 0.01%
37 DCOR
Dimensional - US Core Equity 1 ETF
 0.0261% 2,494 28.5% 33.1 0.01%
38 SCHM
Schwab U.S. Mid-Cap ETF
 0.0742% 500 4.8% 25.3 0.01%
39 NJJ
0.1200% 302 10.1% 25.3 0.02%
40 NBF
0.0080% 386 60.9% 90.8 0.01%
41 FNDA
Schwab Fundamental U.S. Small Company Index ETF
 0.1097% 911 3.5% 36.5 0.02%
42 PSGAX
1.5344% 26 53.6% 53.4 0.01%
43 PXSGX
1.5344% 26 57.0% 46.7 0.01%
44 PSGCX
1.5344% 26 57.0% 46.7 0.01%
45 VRSGX
1.5344% 26 57.0% 46.7 0.01%
46 KCE
State Street SPDR S&P Capital Markets ETF
 1.5997% 66 17.1% 16.9 0.02%
47 FSKAX
0.0060% 3,590 32.1% 42.0 0.01%
48 IVOO
Vanguard S&P Mid-Cap 400 ETF
 0.1348% 400 7.8% 37.2 0.01%
49 RONB
Baron ETF Trust - Baron First Principles ETF
 2.3200% 21 78.3% 84.0 0.01%
50 IWD
iShares Russell 1000 Value ETF
 0.0095% 869 29.7% 23.3 0.02%
51 DUSG
U.S. Small Cap Growth Portfolio: ETF Class Shares
 0.4105% 564 6.8% 15.4 0.01%
52 GRPM
Invesco S&P MidCap 400 GARP ETF
 1.5488% 60 26.6% 21.5 0.01%
53 EWMC
Invesco S&P MidCap 400 Equal Weight ETF
 1.5488% 60 26.6% 21.5 0.01%
54 BDMIX
0.0543% 3,896 14.6% 5992.2 -1.15%
55 VFH
Vanguard Financials ETF
 0.0471% 424 44.3% 17.3 0.02%
56 VFAIX
0.0471% 413 44.0% 17.2 0.02%
57 DFAC
Dimensional - US Core Equity 2 ETF
 0.0141% 2,516 27.6% 28.6 0.01%
58 KOC
0.3900% 33 73.3% 17.1 0.02%
59 IWS
iShares Russell Mid-Cap Value ETF
 0.0348% 717 6.8% 27.3 0.02%
60 ITOT
iShares Core S&P Total U.S. Stock Market ETF
 0.0050% 2,440 34.6% 62.6 0.01%
61 FNCMX
0.0170% 2,704 58.0% 56.9 0.33%
62 QGRO
American Century U.S. Quality Growth ETF
 0.2300% 187 29.3% 127.5 0.01%
63 DON
WisdomTree U.S. MidCap Dividend Fund
 0.1157% 292 12.2% 21.5 0.03%
64 PRFZ
Invesco RAFI US 1500 Small-Mid ETF
 0.1624% 1,488 3.9% 15.8 0.01%
65 DGRO
iShares Core Dividend Growth ETF
 0.0095% 389 27.4% 23.0 0.02%
66 JHMM
John Hancock Investments - Multifactor Mid Cap ETF
 0.0600% 657 5.1% 26.4 0.01%
67 SCHX
Schwab U.S. Large-Cap ETF
 0.0050% 751 36.6% 65.8 0.01%
68 VT
Vanguard Total World Stock ETF
 0.0035% 9,618 21.2% 12139398131250.8 0.02%
69 VTWIX
0.0035% 9,618 21.2% 12139398131250.8 0.02%
70 VTWAX
0.0035% 9,618 21.2% 12139398131250.8 0.02%
71 MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
 0.1143% 296 10.7% 33.0 0.02%
72 NJB
0.0061% 1,002 36.0% 56.1 0.01%
73 MDYG
State Street SPDR S&P 400 Mid Cap Growth ETF
 0.1001% 247 14.8% 42.7 0.01%
74 LSAT
LeaderShares AlphaFactor Tactical Focused ETF
 3.9504% 26 37.5% 12.0 0.02%
75 IWB
iShares Russell 1000 ETF
 0.0053% 1,022 36.0% 64.6 0.01%
76 VONV
Vanguard Russell 1000 Value ETF
 0.0105% 867 28.6% 22.9 0.02%
77 VSEQX
0.0189% 605 7.4% 22.6 0.01%
78 IVOG
Vanguard S&P Mid-Cap 400 Growth ETF
 0.1277% 246 14.4% 41.3 0.01%
79 FZROX
0.0060% 2,664 34.0% 43.2 0.01%
80 VBINX
0.0036% 3,121 19.2% 43.0 0.01%
81 VBAIX
0.0036% 3,201 20.6% 58.2 0.01%
82 VBIAX
0.0036% 3,201 20.6% 58.2 0.01%
83 IYF
iShares U.S. Financials ETF
 0.0591% 142 49.0% 15.0 0.02%
84 NLF
0.0641% 142 49.9% 15.6 0.02%
85 SCHB
Schwab U.S. Broad Market ETF
 0.0048% 2,389 34.6% 63.2 0.01%
86 IVOV
Vanguard S&P Mid-Cap 400 Value ETF
 0.1430% 297 10.4% 32.3 0.02%
87 PKW
Invesco BuyBack Achievers ETF
 0.1275% 287 41.2% 16.8 0.01%
88 SMMD
iShares Russell 2500 ETF
 0.0518% 2,483 3.1% 24.0 0.01%
89 VITNX
0.0056% 3,029 32.0% 43.0 0.01%
90 VITPX
0.0056% 3,036 33.5% 58.2 0.01%
91 ESML
iShares ESG Aware MSCI USA Small-Cap ETF
 0.0702% 905 4.8% 23.7 0.01%
92 SCHV
Schwab U.S. Large-Cap Value ETF
 0.0120% 567 19.9% 23.7 0.02%
93 NNW
0.0069% 740 23.0% 29.5 0.02%
94 NIV
0.0113% 709 11.0% 28.0 0.02%
95 IUSG
iShares Core S&P U.S. Growth ETF
 0.0051% 398 57.2% 96.8 0.01%
96 BBMC
JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
 0.0900% 457 8.1% 21.1 0.01%
97 AFTY
Pacer CSOP FTSE China A50 ETF
 0.7500% 2,175 297.2% 45.2 0.02%
98 ONEQ
Fidelity Nasdaq Composite Index ETF
 0.0200% 1,005 56.2% 90.0 0.01%
99 IUSV
iShares Core S&P U.S. Value ETF
 0.0060% 731 23.4% 30.9 0.02%
100 TMFM
Motley Fool Mid-Cap Growth ETF
 1.5400% 33 45.7% 81.6 0.01%
101 FZIPX
0.0600% 2,162 3.1% 22.9 0.02%
102 HKJ
0.1513% 940 8.3% 26.1 0.01%
103 FLCOX
0.0090% 862 20.0% 24.6 0.02%
104 IWP
iShares Russell Mid-Cap Growth ETF
 0.0071% 270 22.1% 10.9 0.01%
105 DGRW
WisdomTree U.S. Quality Dividend Growth Fund
 0.0079% 196 39.3% 27.7 0.01%
106 JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
 0.0500% 658 6.5% 28.6 0.01%
107 RWK
Invesco S&P MidCap 400 Revenue ETF
 0.1025% 401 20.4% 44.2 0.02%
108 NAG
0.0634% 100 63.0% 17.6 0.02%
109 RECS
Columbia Research Enhanced Core ETF
 0.0200% 352 43.1% 85.4 0.01%
110 NMV
0.0058% 2,552 34.3% 54.4 0.01%
111 FNY
First Trust Mid Cap Growth AlphaDEX Fund
 0.2000% 224 9.3% -5.9 0.01%
112 IYG
iShares U.S. Financial Services ETF
 0.0530% 97 63.7% 18.1 0.02%
113 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
 0.0074% 1,511 36.2% 67.5 0.01%
114 IWV
iShares Russell 3000 ETF
 0.0051% 2,589 34.5% 62.4 0.01%
115 FELV
Fidelity Enhanced Large Cap Value ETF
0.0300% 388 29.9% 22.6 0.02%
116 DXUV
Dimensional - US Vector Equity ETF
 0.0166% 2,244 24.5% 23.8 0.01%
117 FNCL
Fidelity MSCI Financials Index ETF
 0.0400% 382 48.8% 16.8 0.02%
118 JHSC
John Hancock Investments - Multifactor Small Cap ETF
 0.1400% 491 4.6% 27.2 0.02%
119 EZM
WisdomTree U.S. MidCap Fund
 0.1047% 505 8.6% 25.8 0.02%
120 DFUS
Dimensional U.S. Equity ETF
 0.0044% 2,225 35.9% 64.0 0.01%
121 IWF
iShares Russell 1000 Growth ETF
 0.0007% 371 57.7% 109.3 0.00%
122 DFAU
Dimensional - US Core Equity Market ETF
 0.0072% 2,204 34.8% 43.3 0.01%
123 ACVU
Hartford Quality Value ETF
 0.3185% 110 35.4% 25.9 0.02%
124 BRMAX
0.0323% 589 6.7% 18.7 0.02%
125 BRMKX
0.0323% 589 6.7% 18.7 0.02%
126 BSMAX
0.0567% 1,892 3.2% 16.9 0.01%
127 SIXL
ETC 6 Meridian Low Beta Equity ETF
 0.3900% 241 4.7% 30.2 0.03%
128 GVLU
Gotham 1000 Value ETF
 0.3100% 474 5.0% 20.4 0.02%
129 VALT LEV INV
ETFMG Sit Ultra Short ETF
 0.4200% 819 194.0% 47.9 0.02%
130 VONE
Vanguard Russell 1000 ETF
 0.0059% 1,020 34.8% 60.9 0.01%
131 SILX LEV
ETFMG Prime 2x Daily Junior Silver Miners ETF
 0.3800% 900 193.3% 40.6 0.02%
132 OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
 0.0143% 631 37.1% 44.0 0.01%
133 ISCG
iShares Morningstar Small-Cap Growth ETF
 0.0697% 919 6.8% 24.3 0.01%
134 JKK
iShares Morningstar Small-Cap Growth ETF
 0.0697% 919 6.8% 24.3 0.01%
135 FLAPX
0.0990% 507 5.0% 29.2 0.02%
136 QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
 0.1513% 360 8.8% 31.2 0.01%
137 DIVB
iShares Core Dividend ETF
 0.0304% 380 30.9% 21.2 0.03%
138 VIRS
Pacer BioThreat Strategy ETF
 0.8400% 2,456 393.3% 69.6 0.02%
139 SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
 0.8400% 2,456 393.3% 69.6 0.02%
140 FIMVX
0.0360% 711 8.0% 25.5 0.02%
141 SMLL
Harbor Active Small Cap ETF (SMLL)
 4.6063% 51 36.1% 40.7 0.02%
142 OPTZ
Optimize Strategy Index ETF
 0.2200% 392 13.0% 42.4 0.01%
143 EQAL
Invesco Russell 1000 Equal Weight ETF
 0.0653% 1,011 4.7% 40.9 0.02%
144 SURE
AdvisorShares Insider Advantage ETF
 0.9400% 99 16.0% 23.1 0.01%
145 ONEY
State Street SPDR Russell 1000 Yield Focus ETF
 0.0834% 298 17.6% 21.6 0.04%
146 DFSU
Dimensional - US Sustainability Core 1 ETF
 0.0205% 1,980 31.6% 40.0 0.01%
147 VETS
Pacer Military Times Best Employers ETF
 0.5200% 2,366 424.1% 57.9 0.02%
148 VONG
Vanguard Russell 1000 Growth ETF
 0.0008% 368 56.8% 103.7 0.00%
149 MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
 0.0640% 1,819 6.1% 16.0 0.01%
150 PTMC
Pacer Trendpilot US Mid Cap ETF
 0.1100% 400 7.8% 37.5 0.01%
151 VTHR
Vanguard Russell 3000 ETF
 0.0058% 2,973 33.3% 58.7 0.01%
152 VALQ
American Century STOXX U.S. Quality Value ETF
 0.1100% 224 23.9% 23.0 0.02%
153 FAD
First Trust Multi Cap Growth AlphaDEX Fund
 0.0600% 671 5.7% 65.0 0.01%
154 VUSV
Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETF
 0.4735% 85 23.5% 30.9 0.02%
155 EBI
Longview Advantage ETF
 0.0500% 1,745 28.0% 21.4 0.01%
156 FSPGX
0.0010% 386 60.7% 67.8 0.01%
157 KBWR
Invesco KBW Regional Banking ETF
 0.8223% 31 47.9% 20.3 0.02%
158 FDIQ
Invesco Bloomberg Financial Data Providers ETF
 0.8223% 31 47.9% 20.3 0.02%
159 ONEV
State Street SPDR Russell 1000 Low Volatility Focus ETF
 0.1142% 449 9.5% 23.2 0.02%
160 MMID
MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETF
 0.8300% 104 16.0% 22.7 0.02%
161 SCHK
Schwab 1000 Index ETF
 0.0050% 997 35.8% 64.5 0.01%
162 FHEQ
Fidelity Hedged Equity ETF
 0.0300% 173 39.0% 30.9 0.01%
163 VTCLX
0.0009% 821 33.6% 43.5 0.01%
164 VTCIX
0.0009% 884 34.7% 59.4 0.01%
165 FMDGX
0.0070% 276 23.9% 35.6 0.01%
166 BASMX
0.0052% 1,980 19.0% 76.2 0.01%
167 WSML
iShares MSCI World Small-Cap ETF
 0.0367% 3,667 2.4% 23.3 0.02%
168 INRO
iShares U.S. Industry Rotation Active ETF
 0.0508% 303 38.5% 58.1 0.01%
169 VTMFX
0.0017% 855 14.2% 43.6 0.01%
170 GINN
Goldman Sachs Innovate Equity ETF
 0.1100% 472 16.7% 104.5 0.01%
171 PFM
Invesco Dividend Achievers ETF
 0.0267% 429 31.7% 26.2 0.02%
172 HKG
0.0737% 1,533 4.5% 22.8 0.02%
173 AVMC
Avantis U.S. Mid Cap Equity ETF
 0.0400% 625 6.2% 26.2 0.01%
174 NLAX
0.0062% 962 36.1% 56.2 0.01%
175 DTD
WisdomTree U.S. Total Dividend Fund
 0.0107% 809 24.0% 26.6 0.02%
176 BUYO
KraneShares Man Buyout Beta Index ETF
 0.9500% 322 11.2% 18.1 0.01%
177 AAUB
Alpha Architect US Equity 4 ETF
 0.0200% 404 38.0% 56.3 0.01%
178 IYY
iShares Dow Jones U.S. ETF
 0.0052% 940 36.2% 64.8 0.01%
179 PAMC
Pacer Lunt MidCap Multi-Factor Alternator ETF
 0.2900% 145 20.3% 27.1 0.02%
180 BKSE
BNY Mellon US Small Cap Core Equity ETF
 0.1700% 590 4.0% 18.1 0.02%
181 NTRL
First Trust Merger Arbitrage ETF
 0.9900% 505 17.7% -18.9 -0.00%
182 REVS
Columbia Research Enhanced Value ETF
 0.0400% 299 34.1% 23.0 0.02%
183 GUSA
Goldman Sachs MarketBeta US 1000 Equity ETF
 0.0100% 1,004 35.9% 64.7 0.01%
184 MVV LEV
ProShares - Ultra MidCap400
 0.0863% 400 9.4% 38.1 0.01%
185 ABCS
Alpha Blue Capital US Small-Mid Cap Dynamic ETF
 0.8300% 105 39.8% 18.3 0.02%
186 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
 0.0068% 1,619 20.6% 24.6 0.02%
187 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
 0.0041% 1,903 27.2% 51.6 0.01%
188 VLU
State Street SPDR S&P 1500 Value Tilt ETF
 0.0119% 1,455 19.0% 34.1 0.02%
189 AOA
iShares Core 80/20 Aggressive Allocation ETF
 0.0026% 6,456 18.5% 50.5 0.02%
190 AOR
iShares Core 60/40 Balanced Allocation ETF
 0.0020% 6,456 14.2% 50.5 0.02%
191 DEUS
Xtrackers Russell US Multifactor ETF
 0.0258% 861 6.5% 25.5 0.02%
192 CVLC
Calvert US Large-Cap Core Responsible Index ETF
 0.0100% 758 38.2% 66.2 0.01%
193 AVLC
Avantis U.S. Large Cap Equity ETF
 —% 820 30.8% 49.8 0.01%
194 JHMF
John Hancock Multifactor Financials ETF
 0.2000% 138 28.4% 14.8 0.02%
195 FYEE
Fidelity Yield Enhanced Equity ETF
 0.0200% 171 39.2% 31.3 0.01%
196 CVMC
Calvert US Mid-Cap Core Responsible Index ETF
 0.0500% 594 5.8% 25.5 0.02%
197 MIDU LEV
Direxion Daily Mid Cap Bull 3X ETF
 0.0811% 400 6.0% 38.0 0.01%
198 JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
 0.0100% 460 41.7% 31.5 0.01%
199 GVUS
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
 0.0100% 858 29.5% 22.8 0.02%
200 SFYX
SoFi Next 500 ETF
 0.1200% 487 11.7% 23.1 0.01%
201 MFUS
PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
 0.0100% 910 15.9% 59.8 0.02%
202 AOM
iShares Core 40/60 Moderate Allocation ETF
 0.0014% 6,456 9.7% 50.5 0.02%
203 MOM
AGFiQ U.S. Market Neutral Momentum Fund
 0.6300% 73 7.9% 22.8 0.01%
204 AVSU
Avantis Responsible U.S. Equity ETF
 —% 1,343 33.1% 44.2 0.01%
205 UMDD LEV
ProShares - UltraPro MidCap 400
 0.0712% 399 5.2% 38.2 0.01%
206 JMIN
JPMorgan U.S. Minimum Volatility ETF
 0.0800% 236 6.6% 20.3 0.03%
207 STXD
Strive 1000 Dividend Growth ETF
 0.0200% 175 34.3% 30.5 0.01%
208 STXG
Strive 1000 Growth ETF
 0.0100% 698 39.1% 86.8 0.01%
209 QMID
WisdomTree U.S. MidCap Quality Growth Fund
 0.5951% 124 14.8% 11.7 0.01%
210 SQLT
iShares Trust - iShares MSCI USA Small-Cap Quality Factor ETF
 0.1869% 488 8.6% 30.6 0.01%
211 GDEF
Goldman Sachs Defensive Equity ETF
 —% 268 —% — —%
212 AOK
iShares Core 30/70 Conservative Allocation ETF
 0.0010% 6,456 7.3% 50.5 0.02%
213 ONEO
State Street SPDR Russell 1000 Momentum Focus ETF
 0.0212% 933 5.9% 34.9 0.02%
214 MCOW
Pacer Funds Trust - Pacer S&P MidCap 400 Quality FCF Aristocrats ETF
 0.4600% 77 35.8% 49.9 0.01%
215 REMC
Columbia Research Enhanced Mid Cap ETF
 0.0800% 278 15.7% 32.4 0.02%
216 FBUF
Fidelity Dynamic Buffered Equity ETF
 0.0200% 166 39.1% 30.5 0.01%
217 GGUS
Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF
 —% 367 50.0% 123.8 0.00%
218 STXV
Strive 1000 Value ETF
 —% 699 14.4% 21.6 0.03%
219 ITDD
iShares LifePath Target Date 2040 ETF
 0.0023% 7,935 16.6% 48.4 0.02%
220 ITDE
iShares LifePath Target Date 2045 ETF
 0.0026% 7,935 18.5% 48.5 0.02%
221 ITDF
iShares LifePath Target Date 2050 ETF
 0.0028% 7,920 20.2% 48.3 0.02%
222 ITDC
iShares LifePath Target Date 2035 ETF
 0.0021% 7,935 14.7% 48.8 0.02%
223 ITDG
iShares LifePath Target Date 2055 ETF
 0.0030% 7,920 21.3% 48.0 0.02%
224 RECI
Columbia Research Enhanced Core Premium Income ET
 0.0200% 352 34.6% 85.2 0.01%
225 ITDH
iShares LifePath Target Date 2060 ETF
 0.0030% 7,920 21.6% 47.9 0.02%
226 ITDB
iShares LifePath Target Date 2030 ETF
 0.0017% 7,935 12.1% 49.3 0.02%
227 JCTR
JPMorgan Carbon Transition U.S. Equity ETF
 0.0200% 395 37.6% 40.5 0.01%
228 ITDI
iShares LifePath Target Date 2065 ETF
 0.0030% 7,920 21.6% 47.9 0.02%
229 IRTR
iShares LifePath Retirement ETF
 0.0013% 7,935 9.2% 49.4 0.02%
230 DFAL
Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF
 0.0000% 534 36.4% 47.9 0.01%
231 ITDJ
iShares LifePath Target Date 2070 ETF
 0.0030% 7,920 21.6% 47.9 0.02%
232 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
 0.0003% 1,471 39.1% 91.9 0.01%
233 ISCV
iShares Morningstar Small Cap Value ETF
 0.0600% 1,040 5.1% 18.2 0.02%
234 JKL
iShares Morningstar Small-Cap Value ETF
 0.0600% 1,040 5.1% 18.2 0.02%
235 ISCB
iShares Morningstar Small-Cap ETF
 0.0600% 1,560 3.5% 21.0 0.02%
236 JKJ
iShares Morningstar Small-Cap ETF
 0.0600% 1,560 3.5% 21.0 0.02%
237 IJH
iShares Core S&P Mid-Cap ETF
 0.1100% 400 7.7% 37.9 0.01%
238 IJK
iShares S&P Mid-Cap 400 Growth ETF
 0.1000% 247 14.5% 42.8 0.01%
239 IJJ
iShares S&P Mid-Cap 400 Value ETF
 0.1100% 296 10.8% 32.5 0.02%
240 IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
 0.3500% 35 74.8% 17.9 0.02%
241 SMLF
iShares U.S. Small-Cap Equity Factor ETF
 0.1100% 934 6.9% 22.4 0.02%
242 CHEP
AGFiQ U.S. Market Neutral Value Fund
 —% 401 —% — —%
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