— Know what they know.
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Not Investment Advice
Also trades as: 0KU1.L (LSE) · $vol 0M · RJF-PA (NYSE)

RJF NYSE

Raymond James Financial, Inc.
1W: +1.9% 1M: -1.5% 3M: -8.9% YTD: -2.3% 1Y: -1.3% 3Y: +72.6% 5Y: +69.4%
$158.12
+0.05 (+0.03%)
 
Weekly Expected Move ±2.6%
$150 $154 $158 $162 $166
NYSE · Financial Services · Asset Management · Tech Score Neutral · Power 50 · $30.4B mcap · 172M float · 0.744% daily turnover · Short 53% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: $62.2M held by 143 funds, 92 bp over Treasuries → details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. 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

384
ETFs Holding
Total ETF Value
32.00%
Max Weight
0.346%
Avg Weight

ETF Holdings by Value

ETFs Holding RJF

# ETF Weight Value Holdings Top 10 Wt P/E Div Yield Sector Mix
1 VTSAX
0.0357% 3,485 34.6% 62.4 0.01%
2 VITSX
0.0357% 3,485 34.6% 62.4 0.01%
3 VTI
Vanguard Morningstar Total Stock Market ETF
 0.0357% 3,485 34.6% 62.4 0.01%
4 VSMPX
0.0357% 3,485 34.6% 62.4 0.01%
5 VFIAX
0.0398% 505 39.1% 70.1 0.01%
6 VFINX
0.0398% 504 36.4% 58.9 0.01%
7 VFFSX
0.0398% 505 39.1% 70.1 0.01%
8 VOO
Vanguard S&P 500 ETF
 0.0398% 505 39.1% 70.1 0.01%
9 VPMAX
0.6261% 171 44.8% 28.8 0.01%
10 VPMCX
0.6261% 170 44.9% 25.9 0.01%
11 VO
Vanguard Morningstar Mid-Cap ETF
 0.2577% 271 9.7% 12.4 0.01%
12 VMCPX
0.2577% 271 9.7% 12.4 0.01%
13 VMCIX
0.2577% 271 9.7% 12.4 0.01%
14 VIMAX
0.2577% 271 9.7% 12.4 0.01%
15 VEIPX
0.7546% 221 23.5% 24.1 0.02%
16 VEIRX
0.7546% 221 23.3% 25.3 0.02%
17 FXAIX
0.0470% 502 39.2% 57.0 0.01%
18 VHCAX
1.2045% 195 38.6% 31.9 0.01%
19 VHCOX
1.2045% 193 39.0% 30.3 0.01%
20 IVV
iShares Core S&P 500 ETF
 0.0415% 503 37.9% 69.5 0.01%
21 SPY
State Street SPDR S&P 500 ETF
 0.0417% 504 37.9% 69.5 0.01%
22 VWNEX
1.1236% 129 18.7% 25.6 0.02%
23 VWNDX
1.1236% 125 20.5% 27.2 0.02%
24 VTV
Vanguard Morningstar Value ETF
 0.0990% 298 23.6% 21.2 0.02%
25 VVIAX
0.0990% 298 23.6% 21.2 0.02%
26 VPCCX
1.1900% 181 40.1% 20.8 0.01%
27 VWINX
0.4019% 74 10.5% 26.4 0.03%
28 VWIAX
0.4019% 74 10.5% 27.1 0.02%
29 XLF
State Street Financial Select Sector SPDR ETF
 0.3463% 77 57.2% 19.0 0.02%
30 RSP
Invesco S&P 500 Equal Weight ETF
 0.1776% 504 2.7% 46.9 0.02%
31 VWNFX
0.2594% 175 19.6% 23.7 0.02%
32 VWNAX
0.2594% 178 18.7% 18.9 0.02%
33 VOE
Vanguard Morningstar Mid-Cap Value ETF
 0.4425% 167 14.0% 4.5 0.02%
34 VMVAX
0.4425% 167 14.0% 4.5 0.02%
35 FTCS
First Trust Capital Strength ETF
 1.9900% 50 20.8% 24.6 0.02%
36 VDADX
0.1157% 333 34.5% 26.5 0.02%
37 VIG
Vanguard Dividend Appreciation ETF
 0.1157% 333 34.5% 26.5 0.02%
38 VIIIX
0.0397% 504 39.0% 70.1 0.01%
39 VINIX
0.0397% 503 36.4% 58.9 0.01%
40 FLPSX
0.5100% 536 10.1% 18.3 0.02%
41 FSMDX
0.2260% 821 5.9% 27.0 0.02%
42 IWR
iShares Russell Mid-Cap ETF
 0.1999% 820 6.7% 20.4 0.02%
43 VYM
Vanguard High Dividend Yield ETF
 0.1103% 593 26.2% 22.4 0.02%
44 VHYAX
0.1103% 593 26.2% 22.4 0.02%
45 NIZ
0.1874% 801 9.4% 26.0 0.01%
46 SPYM
State Street SPDR Portfolio S&P 500 ETF
 0.0416% 505 37.9% 69.5 0.01%
47 FMCSX
0.7360% 171 14.4% 29.1 0.01%
48 FDVLX
0.5900% 184 11.2% 27.4 0.01%
49 IWD
iShares Russell 1000 Value ETF
 0.0722% 868 29.5% 23.8 0.02%
50 DFAC
Dimensional - US Core Equity 2 ETF
 0.0681% 2,537 26.7% 27.5 0.01%
51 FSKAX
0.0410% 3,600 34.8% 51.6 0.01%
52 SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
 0.4300% 172 10.4% 19.6 0.02%
53 SPLG
State Street SPDR Portfolio S&P 500 ETF
 0.0481% 504 40.0% 56.1 0.01%
54 IVE
iShares S&P 500 Value ETF
 0.0898% 434 24.6% 33.1 0.02%
55 VFH
Vanguard Financials ETF
 0.3129% 423 48.2% 18.3 0.02%
56 VFAIX
0.3129% 410 44.5% 17.3 0.02%
57 NME
0.0888% 438 24.3% 32.1 0.02%
58 QUAL
iShares MSCI USA Quality Factor ETF
 0.0866% 118 44.6% 30.6 0.01%
59 IWS
iShares Russell Mid-Cap Value ETF
 0.2643% 716 6.7% 26.0 0.02%
60 DGRW
WisdomTree U.S. Quality Dividend Growth Fund
 0.2386% 195 39.2% 27.8 0.01%
61 ESGU
iShares ESG Aware MSCI USA ETF
 0.2219% 267 36.8% 62.1 0.01%
62 KOC
2.5500% 33 73.3% 17.1 0.02%
63 OPMIX
1.5731% 96 16.4% 50.2 0.01%
64 NIV
0.2399% 709 11.0% 27.0 0.02%
65 AVLV
Avantis U.S. Large Cap Value ETF
 0.1700% 298 26.8% 17.1 0.01%
66 VNGDF
Vanguard S&P 500 UCITS ETF (USD) Distributing
 0.0396% 504 39.0% 70.1 0.01%
67 ITOT
iShares Core S&P Total U.S. Stock Market ETF
 0.0369% 2,420 33.8% 62.4 0.01%
68 SPYV
State Street SPDR Portfolio S&P 500 Value ETF
 0.0901% 435 24.6% 33.1 0.02%
69 AMVYX
0.6200% 118 18.1% 23.4 0.02%
70 IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
 2.6300% 35 74.2% 18.6 0.02%
71 DGRO
iShares Core Dividend Growth ETF
 0.0701% 391 27.0% 23.0 0.02%
72 VV
Vanguard Morningstar Large-Cap ETF
 0.0404% 421 39.4% 67.8 0.01%
73 VLCAX
0.0404% 421 39.4% 67.8 0.01%
74 DCOR
U.S. Core Equity 1 Portfolio ETF Class Shares
 0.0661% 2,518 27.9% 32.6 0.01%
75 SCHX
Schwab U.S. Large-Cap ETF
 0.0392% 750 35.9% 65.2 0.01%
76 IUSV
iShares Core S&P U.S. Value ETF
 0.0851% 730 23.3% 32.5 0.02%
77 DFLV
Dimensional - US Large Cap Value ETF
 0.3289% 334 24.9% 14.5 0.02%
78 ACMVX
0.4800% 120 18.2% 23.2 0.02%
79 FSLBX
2.3370% 40 53.5% 26.4 0.02%
80 VTWAX
0.0225% 9,661 22.3% 7515009019972.8 0.02%
81 VT
Vanguard Total World Stock ETF
 0.0225% 9,661 22.3% 7515009019972.8 0.02%
82 VTWIX
0.0225% 9,661 22.3% 7515009019972.8 0.02%
83 DFUV
Dimensional - US Marketwide Value ETF
 0.1450% 1,310 26.3% 17.8 0.02%
84 NNW
0.0840% 740 23.0% 31.6 0.02%
85 GSLC
Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
 0.1300% 426 35.4% 37.5 0.01%
86 VTCIX
0.0646% 863 36.2% 64.7 0.01%
87 VTCLX
0.0646% 884 33.4% 54.4 0.01%
88 IWB
iShares Russell 1000 ETF
 0.0396% 1,021 35.1% 64.5 0.01%
89 NJB
0.0377% 1,002 36.0% 56.6 0.01%
90 FZROX
0.0420% 2,631 33.4% 51.3 0.01%
91 FGRIX
0.1130% 169 37.4% 23.4 0.02%
92 JHMM
John Hancock Investments - Multifactor Mid Cap ETF
 0.2800% 658 4.7% 22.3 0.01%
93 VONV
Vanguard Russell 1000 Value ETF
 0.0714% 870 29.8% 23.5 0.02%
94 SCHB
Schwab U.S. Broad Market ETF
 0.0371% 2,380 33.9% 62.5 0.01%
95 IYF
iShares U.S. Financials ETF
 0.4287% 142 47.8% 15.7 0.02%
96 QSY
WisdomTree U.S. Quality Shareholder Yield Fund
 0.4420% 124 20.0% 19.2 0.02%
97 FSLSX
0.5800% 180 10.6% 29.1 0.01%
98 FMPOX
0.6070% 184 12.1% 21.9 0.01%
99 FSMVX
0.6070% 183 12.4% 22.1 0.01%
100 NLF
0.4342% 142 49.9% 16.1 0.02%
101 FIDSX
1.6970% 60 45.8% 17.9 0.02%
102 SCHV
Schwab U.S. Large-Cap Value ETF
 0.0907% 566 19.9% 22.7 0.02%
103 VFTNX
0.0474% 380 46.6% 60.4 0.01%
104 VFTAX
0.0474% 358 46.4% 76.0 0.01%
105 VBAIX
0.0223% 3,170 21.6% 62.4 0.01%
106 VBIAX
0.0223% 3,170 21.6% 62.4 0.01%
107 VBINX
0.0223% 3,219 19.6% 52.8 0.01%
108 FSSMX
0.4910% 194 14.4% 27.7 0.01%
109 WTV
WisdomTree U.S. Value Fund
 0.4028% 122 20.1% 22.4 0.02%
110 AVUS
Avantis U.S. Equity ETF
 0.0900% 1,919 29.9% 39.4 0.01%
111 VADRX
0.1833% 504 2.5% 48.8 0.02%
112 VADDX
0.1833% 504 2.5% 48.8 0.02%
113 FNDX
Schwab Fundamental U.S. Large Company ETF
 0.0456% 731 22.3% 22.9 0.02%
114 FLCOX
0.0840% 869 28.7% 24.1 0.02%
115 FFSIX
1.8400% 62 45.7% 17.2 0.02%
116 BZSPF
BMO S&P 500 Index ETF
 0.0400% 503 38.3% 64.8 0.01%
117 FITIX
0.5290% 178 14.1% 26.9 0.01%
118 FZAMX
0.5290% 178 14.1% 26.9 0.01%
119 VITPX
0.0352% 3,015 34.6% 62.4 0.01%
120 VITNX
0.0352% 3,134 32.0% 52.7 0.01%
121 SUSA
iShares ESG Optimized MSCI USA ETF
 0.2396% 203 31.6% 41.6 0.01%
122 FSMO
Fidelity Fundamental Small-Mid Cap ETF
 0.5800% 224 13.8% 22.2 0.01%
123 FFSM
Fidelity Fundamental Small-Mid Cap ETF
 0.5800% 224 13.8% 22.2 0.01%
124 FNILX
0.0460% 505 37.0% 55.2 0.01%
125 ACWI
iShares MSCI ACWI ETF
 0.0267% 2,171 24.8% 51.4 0.02%
126 DFUS
Dimensional U.S. Equity ETF
 0.0400% 2,210 34.6% 64.3 0.01%
127 IYG
iShares U.S. Financial Services ETF
 0.3874% 97 63.9% 19.0 0.01%
128 RECS
Columbia Research Enhanced Core ETF
 0.1400% 351 41.9% 82.0 0.01%
129 FDB
0.2054% 267 20.0% 30.1 0.01%
130 RWL
Invesco S&P 500 Revenue ETF
 0.0752% 503 24.6% 28.2 0.02%
131 IWV
iShares Russell 3000 ETF
 0.0371% 2,579 33.7% 62.4 0.01%
132 DFAU
Dimensional - US Core Equity Market ETF
 0.0582% 2,154 34.0% 42.9 0.01%
133 NAG
0.3933% 100 63.0% 18.2 0.02%
134 FNCL
Fidelity MSCI Financials Index ETF
 0.3200% 381 48.4% 17.8 0.02%
135 NMV
0.0359% 2,552 34.3% 54.6 0.01%
136 IMCG
iShares Morningstar Mid-Cap Growth ETF
 0.1692% 259 12.8% 20.1 0.01%
137 JKH
iShares Morningstar Mid-Cap Growth ETF
 0.1661% 259 12.8% 21.3 0.01%
138 KCE
State Street SPDR S&P Capital Markets ETF
 1.5060% 66 19.1% 18.2 0.02%
139 VOOV
Vanguard S&P 500 Value ETF
 0.0893% 436 24.7% 33.1 0.02%
140 DLCU
Dimensional US Large Company ETF
 0.0410% 503 37.7% 69.5 0.01%
141 ESGV
Vanguard ESG U.S. Stock ETF
 0.0434% 1,207 42.6% 70.4 0.01%
142 GPIX
Goldman Sachs S&P 500 Premium Income ETF
 0.0900% 482 38.9% 71.9 0.01%
143 FITLX
0.0900% 263 46.8% 33.6 0.01%
144 AVMV
Avantis U.S. Mid Cap Value ETF
 0.6800% 283 12.0% 18.5 0.02%
145 SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
 0.0380% 1,509 35.1% 66.6 0.01%
146 TAOZ
Thornburg American Opportunities Fund
 1.0436% 37 38.2% 26.1 0.01%
147 DXUV
U.S. Vector Equity Portfolio ETF Class Shares
 0.0825% 2,258 23.9% 22.8 0.01%
148 SPYI
Neos S&P 500(R) High Income ETF
 0.0400% 506 37.8% 67.4 0.01%
149 FAS LEV
Direxion Daily Financial Bull 3X ETF
 0.2413% 76 39.8% 19.0 0.02%
150 FIMVX
0.3010% 718 5.9% 23.9 0.02%
151 PRF
Invesco RAFI US 1000 ETF
 0.0478% 992 23.4% 25.7 0.02%
152 NUMV
Nuveen ESG Mid-Cap Value
 1.0480% 85 21.0% 28.1 0.02%
153 VONE
Vanguard Russell 1000 ETF
 0.0370% 1,023 36.0% 65.3 0.01%
154 PBUS
Invesco MSCI USA ETF
 0.0422% 515 37.1% 66.6 0.01%
155 FDFIX
0.0460% 502 38.4% 55.5 0.01%
156 GSEW
Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
 0.2000% 497 2.4% 36.6 0.02%
157 DSI
iShares ESG MSCI KLD 400 ETF
 0.0778% 401 44.8% 45.7 0.01%
158 SDVD
FT Vest SMID Rising Dividend Achievers Target Income ETF
 0.4300% 172 10.4% 19.6 0.02%
159 RYF
Invesco S&P 500 Equal Weight Financials ETF
 1.1964% 77 14.9% 15.1 0.02%
160 RSPF
Invesco S&P 500 Equal Weight Financials ETF
 1.1964% 77 14.9% 15.1 0.02%
161 BBUS
JPMorgan BetaBuilders U.S. Equity ETF
 0.0400% 464 37.5% 67.9 0.01%
162 EUSA
iShares MSCI USA Equal Weighted ETF
 0.1794% 514 2.7% 42.9 0.02%
163 DLN
WisdomTree U.S. LargeCap Dividend Fund
 0.0530% 304 26.2% 27.3 0.02%
164 BKLC
BNY Mellon US Large Cap Core Equity ETF
 0.0500% 497 37.5% 66.9 0.01%
165 FLCSX
0.0300% 172 42.8% 26.2 0.01%
166 FXO
First Trust Financials AlphaDEX Fund
 0.3000% 104 17.5% 5.4 0.03%
167 IMCB
iShares Morningstar Mid-Cap ETF
 0.1818% 393 7.8% 16.8 0.02%
168 JKG
iShares Morningstar Mid-Cap ETF
 0.1816% 393 8.0% 17.4 0.01%
169 CLSE
Convergence Long/Short Equity ETF
 0.2800% 359 31.2% 98.1 0.01%
170 URTH
iShares MSCI World ETF
 0.0326% 1,248 27.0% 54.7 0.02%
171 VTMFX
0.0222% 840 15.9% 53.7 0.01%
172 FEX
First Trust Large Cap Core AlphaDEX Fund
 0.1700% 375 5.3% 57.6 0.02%
173 AIEQ
Amplify AI Powered Equity ETF
 2.3900% 162 41.0% 52.5 0.01%
174 FGB
0.1672% 402 11.1% 19.9 0.01%
175 DIVB
iShares Core Dividend ETF
 0.1179% 381 33.2% 21.8 0.03%
176 ISMCF
iShares MSCI USA UCITS ETF
 0.0470% 514 37.1% 67.0 0.01%
177 SSO LEV
ProShares - Ultra S&P500
 0.0288% 504 40.6% 69.4 0.01%
178 IMCV
iShares Morningstar Mid-Cap Value ETF
 0.1955% 267 13.4% 13.4 0.02%
179 BFLX
iShares Flexible Equity Active ETF
 0.1098% 490 29.3% 23.4 0.01%
180 JKI
iShares Morningstar Mid-Cap Value ETF
 0.1988% 267 13.4% 13.5 0.02%
181 FTA
First Trust Large Cap Value AlphaDEX Fund
 0.1600% 187 9.9% 15.0 0.02%
182 AFTY
Pacer CSOP FTSE China A50 ETF
 0.2200% 2,175 297.2% 42.9 0.02%
183 SZNE
Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
 0.1700% 2,456 393.3% 67.7 0.02%
184 VIRS
Pacer BioThreat Strategy ETF
 0.1700% 2,456 393.3% 67.7 0.02%
185 VTHR
Vanguard Russell 3000 ETF
 0.0346% 2,980 34.7% 63.1 0.01%
186 SCHK
Schwab 1000 Index ETF
 0.0383% 996 35.0% 63.8 0.01%
187 VETS
Pacer Military Times Best Employers ETF
 0.1500% 2,366 424.1% 56.1 0.02%
188 SPXL LEV
Direxion Daily S&P 500 Bull 3X Shares
 0.0301% 503 27.5% 69.5 0.01%
189 SPIDX
0.0390% 505 36.8% 70.0 0.01%
190 SNPE
Xtrackers S&P 500 Scored & Screened ETF
 0.0677% 324 41.5% 31.1 0.01%
191 SMOT
VanEck Morningstar SMID Moat ETF
 0.5900% 109 14.9% 11.9 0.02%
192 PWC
Invesco Dynamic Market ETF
 1.7288% 55 20.1% 22.4 0.02%
193 BMVP
Invesco Bloomberg MVP Multi-factor ETF
 1.7288% 55 20.1% 22.4 0.02%
194 AVMC
Avantis U.S. Mid Cap Equity ETF
 0.3200% 599 5.8% 22.3 0.01%
195 JOET
Virtus Terranova U.S. Quality Momentum ETF
 0.7200% 124 10.2% 44.7 0.01%
196 RSPA
Invesco S&P 500 Equal Weight Income Advantage ETF
 0.1354% 503 2.0% 46.9 0.02%
197 DFSU
Dimensional - US Sustainability Core 1 ETF
 0.0696% 1,967 30.7% 39.3 0.01%
198 UYG LEV
ProShares - Ultra Financials
 0.2110% 77 38.8% 19.0 0.02%
199 USXF
iShares ESG Advanced MSCI USA ETF
 0.1136% 280 36.8% 37.9 0.01%
200 AVLC
Avantis U.S. Large Cap Equity ETF
 0.1000% 832 30.1% 48.3 0.01%
201 EJK
0.0464% 328 54.8% 86.8 0.00%
202 GSUS
Goldman Sachs MarketBeta U.S. Equity ETF
 0.0400% 405 38.6% 69.0 0.01%
203 ACVU
Hartford Quality Value ETF
 0.5018% 107 35.4% 26.3 0.02%
204 SOVF
Sovereign's Capital Flourish Fund
 1.5000% 80 38.1% 8.8 0.01%
205 XYLD
Global X - S&P 500 Covered Call ETF
 0.0400% 504 39.9% 69.1 0.01%
206 PTLC
Pacer Trendpilot US Large Cap ETF
 0.0400% 503 38.4% 66.3 0.01%
207 SPVM
Invesco S&P 500 Value with Momentum ETF
 0.9594% 101 16.9% 17.2 0.02%
208 PXLV
Invesco S&P 500 Value with Momentum ETF
 0.9594% 101 16.9% 17.2 0.02%
209 JHML
John Hancock Investments - Multifactor Large Cap ETF
 0.1100% 775 24.2% 45.8 0.01%
210 IXG
iShares Global Financials ETF
 0.1792% 222 31.0% 16.9 0.03%
211 SPYX
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
 0.0432% 488 39.3% 70.8 0.01%
212 NEIAX
0.0400% 502 38.7% 57.0 0.01%
213 NINDX
0.0400% 468 44.1% 68.0 0.01%
214 CLXRX
0.0400% 468 44.1% 68.0 0.01%
215 ILCG
iShares Morningstar Growth ETF
 0.0391% 325 50.0% 109.2 0.00%
216 JKE
iShares Morningstar Growth ETF
 0.0377% 325 49.8% 103.5 0.00%
217 CFA
VictoryShares US 500 Volatility Wtd ETF
 0.2233% 500 4.1% 42.8 0.02%
218 QUS
State Street SPDR MSCI USA StrategicFactors ETF
 0.0721% 514 22.9% 40.9 0.01%
219 IYY
iShares Dow Jones U.S. ETF
 0.0387% 939 35.3% 64.7 0.01%
220 UPRO LEV
ProShares - UltraPro S&P500
 0.0211% 504 39.7% 69.4 0.01%
221 NLAX
0.0371% 962 36.1% 56.7 0.01%
222 APUE
ActivePassive U.S. Equity ETF
 0.0400% 434 37.5% 64.7 0.01%
223 EPS
WisdomTree U.S. LargeCap Fund
 0.0657% 498 38.7% 42.5 0.01%
224 REVS
Columbia Research Enhanced Value ETF
 0.2800% 298 33.5% 21.7 0.02%
225 MSLC
Morgan Stanley Pathway Funds - Large Cap Equity ETF
 0.0269% 790 35.2% 52.4 0.01%
226 DFAL
Dimensional ETF Trust - Dimensional US Large Cap Core Equity Market ETF
 0.0628% 529 35.4% 48.1 0.01%
227 SUSL
iShares ESG MSCI USA Leaders ETF
 0.0807% 249 48.5% 48.7 0.01%
228 XGG
0.1797% 219 30.1% 16.1 0.03%
229 GUSA
Goldman Sachs MarketBeta US 1000 Equity ETF
 0.0400% 1,004 35.2% 64.5 0.01%
230 VUSV
Vanguard Wellesley Income Fund - Vanguard Wellington U.S. Value Active ETF
 1.2846% 85 23.5% 30.0 0.01%
231 UCBG
State Street SPDR UC Investments 90/10 Endowment Strategy Index ETF
 0.0376% 504 34.1% 69.5 0.01%
232 CFO
VictoryShares US 500 Enhanced Volatility Wtd ETF
 0.2233% 500 4.1% 42.8 0.02%
233 EQIN
Columbia U.S. Equity Income ETF
 0.2700% 98 38.8% 23.0 0.02%
234 SFGV
Sequoia Global Value ETF
 0.0700% 522 44.6% 24.6 0.02%
235 PFM
Invesco Dividend Achievers ETF
 0.1088% 429 31.9% 26.3 0.02%
236 SIZE
iShares MSCI USA Size Factor ETF
 0.1972% 514 3.9% 44.0 0.02%
237 DFVX
Dimensional US Large Cap Vector ETF
 0.1543% 334 31.9% 21.6 0.01%
238 EVUS
iShares ESG Aware MSCI USA Value ETF
 0.2141% 220 29.7% 23.6 0.02%
239 QVML
Invesco S&P 500 QVM Multi-factor ETF
 0.0485% 436 41.5% 69.7 0.01%
240 EQRR
ProShares - Equities for Rising Rates ETF
 1.9289% 50 33.4% 20.0 0.02%
241 DSPY
Tema S&P 500 Historical Weight ETF Strategy
 0.0800% 505 21.1% 80.5 0.01%
242 USPX
Franklin U.S. Equity Index ETF
 0.0400% 480 37.6% 67.6 0.01%
243 DTD
WisdomTree U.S. Total Dividend Fund
 0.0442% 805 23.6% 26.9 0.02%
244 TILT
Northern Trust Morningstar US Market Factor Tilt ETF
 0.0335% 1,894 26.0% 49.9 0.01%
245 EFIV
State Street SPDR S&P 500 ESG ETF
 0.0688% 325 41.5% 31.3 0.01%
246 AVSU
Avantis Responsible U.S. Equity ETF
 0.1500% 1,353 32.6% 42.1 0.01%
247 QDPL
Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
 0.0400% 503 35.3% 66.4 0.01%
248 CATH
Global X - S&P 500 Catholic Values ETF
 0.0500% 444 40.5% 68.8 0.01%
249 AOA
iShares Core 80/20 Aggressive Allocation ETF
 0.0194% 6,484 18.1% 50.1 0.02%
250 FNDB
Schwab Fundamental U.S. Broad Market Index ETF
 0.0429% 1,613 20.8% 23.8 0.02%
251 COWS
Amplify Cash Flow Dividend Leaders ETF
 1.4800% 41 31.6% 19.2 0.02%
252 FSCS
First Trust SMID Capital Strength ETF
 0.9900% 100 10.9% 21.2 0.02%
253 AVUSX
0.0900% 1,611 27.2% 30.3 0.01%
254 AOR
iShares Core 60/40 Balanced Allocation ETF
 0.0148% 6,484 13.8% 50.1 0.02%
255 OPTZ
Optimize Strategy Index ETF
 0.2200% 393 12.7% 38.7 0.01%
256 NTSX
WisdomTree U.S. Efficient Core Fund
 0.0413% 502 37.0% 65.9 0.01%
257 ILCV
iShares Morningstar Value ETF
 0.0408% 371 35.0% 28.3 0.02%
258 JKF
iShares Morningstar Value ETF
 0.0407% 371 35.7% 28.2 0.02%
259 JKD
iShares Morningstar U.S. Equity ETF
 0.0414% 514 37.9% 65.6 0.01%
260 MLRG
iShares MSCI USA ETF
 0.0420% 514 37.0% 66.9 0.01%
261 CVLC
Calvert US Large-Cap Core Responsible Index ETF
 0.0500% 756 37.3% 59.8 0.01%
262 ILCB
iShares Morningstar U.S. Equity ETF
 0.0400% 527 37.9% 66.2 0.01%
263 STXF
Strive 500 ETF
 0.0400% 500 31.7% 70.9 0.01%
264 PSEP
Innovator U.S. Equity Power Buffer ETF
 0.0400% 500 37.1% 69.4 0.01%
265 ONEV
State Street SPDR Russell 1000 Low Volatility Focus ETF
 0.1695% 448 10.0% 21.9 0.02%
266 EQAL
Invesco Russell 1000 Equal Weight ETF
 0.0588% 1,011 4.4% 32.0 0.02%
267 DVAL
BrandywineGLOBAL-Dynamic US Large Cap Value ETF
 0.8000% 97 32.8% 16.5 0.02%
268 STRV
Strive 500 ETF
 0.0400% 501 31.4% 59.7 0.01%
269 USSG
Xtrackers MSCI USA Selection Equity ETF
 0.0805% 250 48.4% 48.6 0.01%
270 POCT
Innovator U.S. Equity Power Buffer ETF
 0.0400% 500 37.2% 69.3 0.01%
271 VOTE
TCW Transform 500 ETF
 0.0400% 504 37.4% 63.3 0.01%
272 VFMF
Vanguard U.S. Multifactor ETF
 0.0628% 606 8.8% 15.7 0.02%
273 XVV
iShares ESG Select Screened S&P 500 ETF
 0.0495% 436 42.1% 76.4 0.01%
274 SPVU
Invesco S&P 500 Enhanced Value ETF
 0.3396% 100 40.9% 22.4 0.01%
275 QVMT
Invesco S&P 500 Concentrated QVM ETF
 0.3396% 100 40.9% 22.4 0.01%
276 VLU
State Street SPDR S&P 1500 Value Tilt ETF
 0.0529% 1,451 18.9% 32.9 0.02%
277 ISPY
ProShares - S&P 500 High Income ETF
 0.0351% 504 43.8% 69.5 0.01%
278 MMID
MFS Active Exchange Traded Funds Trust - MFS Active Mid Cap ETF
 1.0400% 104 16.0% 24.6 0.02%
279 MODL
VictoryShares WestEnd U.S. Sector ETF
 0.0353% 358 36.6% 51.9 0.01%
280 BAMV
Brookstone Value Stock ETF
 0.3022% 101 37.5% 19.7 0.02%
281 VFQY
Vanguard U.S. Quality Factor ETF
 0.0781% 439 15.0% 31.0 0.01%
282 EJN
0.0292% 380 28.9% 27.9 0.02%
283 HCOW
Amplify COWS Covered Call ETF
 1.9700% 31 42.5% 20.1 0.02%
284 ZALT
Innovator U.S. Equity 10 Buffer ETF - Quarterly
 0.0400% 500 37.5% 69.9 0.01%
285 JUST
Goldman Sachs JUST U.S. Large Cap Equity ETF
 0.0600% 459 40.8% 30.6 0.01%
286 DEUS
Xtrackers Russell US Multifactor ETF
 0.1067% 860 6.6% 23.9 0.02%
287 GVUS
Goldman Sachs MarketBeta Russell 1000 Value Equity ETF
 0.0700% 857 29.4% 23.4 0.02%
288 CVMC
Calvert US Mid-Cap Core Responsible Index ETF
 0.2500% 593 5.6% 21.7 0.02%
289 IQSU
NYLI Candriam U.S. Large Cap Equity ETF
 0.0800% 268 42.7% 103.0 0.01%
290 AVTM
Avantis Total Equity Markets ETF 1
 0.0300% 1,702 40.6% 45.5 0.01%
291 GSPY
Gotham Enhanced 500 ETF
 0.0400% 500 39.1% 41.7 0.01%
292 KOKU
Xtrackers MSCI Kokusai Equity ETF
 0.0325% 1,082 28.6% 56.9 0.01%
293 SHE
State Street SPDR MSCI USA Gender Diversity ETF
 0.0732% 231 35.0% 30.7 0.01%
294 EQL
ALPS Equal Sector Weight ETF
 0.0300% 497 23.7% 33.9 0.02%
295 SFY
SoFi Select 500 ETF
 0.0300% 500 43.4% 81.9 0.01%
296 INSIX
1.0084% 72 51.9% -14.8 0.00%
297 INSAX
1.0084% 72 51.9% -14.8 0.00%
298 INSCX
1.0084% 72 51.9% -14.8 0.00%
299 SSPY
Stratified LargeCap Index ETF
 0.1500% 503 9.1% 37.8 0.02%
300 EUNA
0.0018% 2,798 111.8% -54.3 0.02%
301 SPXT
ProShares - S&P 500 Ex-Technology ETF
 0.0667% 428 31.0% 33.7 0.01%
302 HCMT
Direxion HCM Tactical Enhanced US ETF
 0.0336% 503 30.6% 69.5 0.01%
303 TWSAX
0.0300% 686 54.5% 40.8 0.02%
304 JHMF
John Hancock Multifactor Financials ETF
 0.6000% 138 28.4% 15.0 0.02%
305 VPX
Variant Perception Cycle Aware US Equity ETF
 0.2900% 136 34.6% 26.7 0.01%
306 BSEP
Innovator U.S. Equity Buffer ETF
 0.0400% 500 37.2% 69.3 0.01%
307 AOM
iShares Core 40/60 Moderate Allocation ETF
 0.0100% 6,484 9.3% 50.1 0.02%
308 VEGN
US Vegan Climate ETF
 0.0900% 259 38.5% 198.8 0.01%
309 GDE
WisdomTree Efficient Gold Plus Equity Strategy Fund
 0.0472% 498 43.6% 65.5 0.01%
310 PBP
Invesco S&P 500 BuyWrite ETF
 0.0420% 503 38.3% 69.2 0.01%
311 LGH
HCM Defender 500 Index ETF
 0.0278% 417 52.5% 59.7 0.01%
312 TWSMX
0.0200% 693 44.8% 48.1 0.02%
313 USNZ
Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
 0.0528% 297 45.0% 73.6 0.01%
314 EPSB
Harbor SMID Cap Core ETF (EPSB)
 2.0907% 56 26.7% 18.1 0.01%
315 DMRL
DeltaShares S&P 500 Managed Risk ETF
 0.0400% 506 27.4% 29.9 0.02%
316 EUNA
0.0013% 2,798 111.8% -54.3 0.02%
317 BOCT
Innovator U.S. Equity Buffer ETF
 0.0400% 500 37.3% 69.3 0.01%
318 IVVW
iShares S&P 500 BuyWrite ETF
 0.0416% 503 38.0% 69.5 0.01%
319 FAB
First Trust Multi Cap Value AlphaDEX Fund
 0.0800% 674 5.0% 17.1 0.03%
320 STXD
Strive 1000 Dividend Growth ETF
 0.1900% 175 33.7% 29.6 0.01%
321 JUSA
JPMorgan U.S. Research Enhanced Large Cap ETF
 0.0200% 258 38.7% 66.6 0.01%
322 XMAG
Large Cap Ex-Mag 7 ETF
 0.0600% 492 19.2% 75.8 0.01%
323 LVHB
Innovator Laddered Allocation Power Buffer ETF
 0.0500% 1,128 1026.5% 113.5 0.01%
324 SPUU LEV
Direxion Daily S&P 500 Bull 2X ETF
 0.0385% 503 35.1% 69.5 0.01%
325 PQUS
Pictet AI Enhanced US Equity ETF
 0.0700% 154 41.4% 113.7 0.01%
326 ACVF
American Conservative Values ETF
 0.0700% 384 28.8% 66.7 0.01%
327 EPMV
Harbor Mid Cap Value ETF (EPMV)
 2.2520% 60 24.5% 41.4 0.02%
328 TOV
JLens 500 Jewish Advocacy U.S. ETF
 0.0400% 494 38.7% 64.3 0.01%
329 GABF
Gabelli Financial Services Opportunities ETF
 0.1937% 41 46.8% 20.5 0.02%
330 EUNA
0.0008% 2,798 111.8% -54.3 0.02%
331 WAMA
WisdomTree US Adaptive Moving Average Fund
 0.0442% 505 40.7% 64.6 0.01%
332 STXV
Strive 1000 Value ETF
 0.1100% 699 14.0% 19.2 0.02%
333 EPMB
Harbor Mid Cap Core ETF (EPMB)
 1.7028% 59 24.3% 28.8 0.01%
334 QWLD
State Street SPDR MSCI World StrategicFactors ETF
 0.0422% 1,180 17.7% 34.9 0.02%
335 TOK
iShares MSCI Kokusai ETF
 0.0312% 1,080 28.7% 56.9 0.01%
336 MCDS
JPMorgan Fundamental Data Science Mid Core ETF
 0.8700% 202 11.9% 23.3 0.01%
337 JPFP
JPMorgan Managed Futures Plus ETF
 0.0700% 411 27.0% 64.3 0.01%
338 AOK
iShares Core 30/70 Conservative Allocation ETF
 0.0075% 6,484 7.0% 50.1 0.02%
339 FEMD
First Eagle Mid Cap Equity ETF
 1.6500% 59 24.7% -0.2 0.02%
340 PRXV
Praxis Impact Large Cap Value ETF
 0.0700% 264 22.2% 25.7 0.02%
341 NZAC
State Street SPDR MSCI ACWI Climate Paris Aligned ETF
 0.0306% 594 28.5% 51.6 0.01%
342 NOEQ
Northern Trust US Equity ETF
 0.0066% 407 59.7% 46.0 0.01%
343 RVRS
Arrow Reverse Cap 500 ETF
 32.0000% 502 710.0% 28.9 0.02%
344 HSPX
Global X S&P 500 Covered Call ETF
 0.0400% 507 27.2% 30.5 0.02%
345 WOMN
Impact Shares YWCA Women's Empowerment ETF
 0.1000% 201 32.6% 20.2 0.02%
346 SECA
Main Active Rotation ETF
 0.0100% 536 48.1% 61.2 0.01%
347 ONOF
Global X - Adaptive U.S. Risk Management ETF
 0.0400% 501 37.9% 67.3 0.01%
348 XSPI
NEOS Boosted S&P 500 High Income ETF
 0.0400% 505 40.2% 67.9 0.01%
349 GTPE
Goldman Sachs MSCI World Private Equity Return Tracker ETF
 0.1600% 1,572 18.9% 40.8 0.01%
350 PQLC
PGIM ETF Trust - PGIM QMA Strategic Alpha Large-Cap Core ETF
 0.3600% 282 4.3% 28.4 0.02%
351 CSHP
iShares Dynamic Short-Term Active ETF
 0.0125% 502 11.1% 69.4 0.01%
352 TMID
T. Rowe Price Mid Cap Equity Research ETF
 0.4082% 395 9.8% 21.3 0.01%
353 URSP LEV
ProShares - Ultra S&P 500 Equal Weight
 0.1008% 503 1.5% 47.4 0.02%
354 TWSCX
0.0200% 685 39.3% 44.0 0.02%
355 MXDU
Nationwide Maximum Diversification U.S. Core Equity ETF
 0.0400% 467 19.7% 45.7 0.02%
356 EPSV
Harbor SMID Cap Value ETF (EPSV)
 0.7289% 60 25.3% 42.4 0.02%
357 LGDX
Intech S&P Large Cap Diversified Alpha ETF
 0.0284% 291 37.2% 46.7 0.01%
358 STXG
Strive 1000 Growth ETF
 0.0300% 699 39.2% 86.4 0.01%
359 SPXE
ProShares - S&P 500 Ex-Energy ETF
 0.0432% 482 39.4% 71.4 0.01%
360 XOEF
iShares S&P 500 ex S&P 100 ETF
 0.1582% 402 10.3% 141.2 0.01%
361 REMC
Columbia Research Enhanced Mid Cap ETF
 0.6100% 277 15.7% 29.2 0.02%
362 SCIU
Global X Scientific Beta US ETF
 0.0700% 52 5.1% 22.4 0.02%
363 AVUC
Avantis U.S. Core Equity ETF
 0.0100% 1,593 36.9% 55.3 0.01%
364 NTSD
Wisdomtree Trust - Wisdomtree Efficient U.s. Plus International Equity Fund
 0.0537% 504 36.6% 64.3 0.01%
365 RAUS
RACWI US ETF
 0.0400% 513 40.8% 38.9 0.01%
366 XYLG
Global X S&P 500 Covered Call & Growth ETF
 0.0400% 503 39.4% 69.6 0.01%
367 MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
 0.0218% 1,488 36.9% 92.1 0.01%
368 EBI
Longview Advantage ETF
 —% 1,731 27.1% 21.1 0.01%
369 ONEO
State Street SPDR Russell 1000 Momentum Focus ETF
 0.0814% 931 5.9% 31.4 0.02%
370 RNDV
First Trust US Equity Dividend Select ETF
 0.0900% 241 22.6% 24.5 0.06%
371 XRMI
Global X - S&P 500 Risk Managed Income ETF
 0.0400% 503 40.0% 70.4 0.01%
372 PHDG
Invesco S&P 500 Downside Hedged ETF
 0.0353% 503 31.9% 69.2 0.01%
373 ITDD
iShares LifePath Target Date 2040 ETF
 0.0173% 7,963 15.8% 47.9 0.02%
374 HAWG
HCM Hedged Equity ETF
 0.0212% 487 52.4% 83.6 0.01%
375 ITDF
iShares LifePath Target Date 2050 ETF
 0.0214% 7,948 19.6% 47.8 0.02%
376 PSAI
Pacer Funds Trust - Pacer S&P 500 3AI Top 100 ETF
 0.9000% 100 14.7% 88.9 0.02%
377 ITDE
iShares LifePath Target Date 2045 ETF
 0.0194% 7,963 17.8% 47.8 0.02%
378 ITDC
iShares LifePath Target Date 2035 ETF
 0.0152% 7,963 13.9% 48.2 0.02%
379 SPXV
ProShares - S&P 500 Ex-Health Care ETF
 0.0460% 443 42.0% 72.8 0.01%
380 TOPC
iShares S&P 500 3% Capped ETF
 0.0504% 503 25.1% 78.3 0.01%
381 ITDG
iShares LifePath Target Date 2055 ETF
 0.0226% 7,948 20.8% 47.5 0.02%
382 SPYH
NEOS S&P 500 Hedged Equity Income ETF
 0.0400% 486 37.7% 66.2 0.01%
383 STMB
iShares Trust - iShares Factors US Mid Blend Style ETF
 0.2400% 404 10.5% 60.5 0.11%
384 DRVR
Amplify S&P 500 Dividend Drivers ETF
 1.0500% 49 40.1% 20.8 0.03%
385 NXTI
Simplify NEXT Intangible Core Index ETF
 0.0969% 200 35.5% 215.7 0.01%
386 RECI
Columbia Research Enhanced Core Premium Income ET
 0.1100% 351 33.6% 81.9 0.01%
387 GPAL
Goldman Sachs ActiveBeta Paris-Aligned U.S. Large Cap Equity ETF
 —% 338 —% — —%
388 ITDH
iShares LifePath Target Date 2060 ETF
 0.0230% 7,948 21.1% 47.4 0.02%
389 ITDB
iShares LifePath Target Date 2030 ETF
 0.0124% 7,963 11.3% 48.8 0.02%
390 NSPI
Nationwide S&P 500 Risk-Managed Income ETF
 0.0500% 507 32.7% 33.5 0.01%
391 PLRG
Principal US Large-Cap Adaptive Multi-Factor ETF
 0.1301% 442 31.2% 31.7 0.01%
392 ITDI
iShares LifePath Target Date 2065 ETF
 0.0230% 7,948 21.1% 47.4 0.02%
393 AMCA
iShares Russell 1000 Pure U.S. Revenue ETF
 0.1900% 405 25.3% 21.2 0.03%
394 STLC
iShares Trust - iShares Factors US Blend Style ETF
 0.1100% 121 3.0% 12.5 0.07%
395 FMDE
Fidelity Enhanced Mid Cap ETF
 —% 524 9.4% 14.1 0.01%
396 IRTR
iShares LifePath Retirement ETF
 0.0094% 7,963 8.6% 48.8 0.02%
397 BKLG
BNY Mellon US Large Cap Equity Growth ETF
 0.0400% 320 54.0% 87.9 0.01%
398 XCHG
Ab US Equity ETF
 0.0006% 554 40.7% 27.9 0.01%
399 CHRI
Global X S&P 500 Christian Values ETF
 0.0400% 468 39.0% 69.7 0.01%
400 ITDJ
iShares LifePath Target Date 2070 ETF
 0.0230% 7,948 21.1% 47.4 0.02%
401 SPUT
Innovator Equity Premium Income – Daily PutWrite ETF
 0.0200% 498 18.6% 68.1 0.01%
402 VOXP
Vox Populi ETF
 0.0400% 505 38.2% 61.0 0.01%
403 SPXD
DBX ETF Trust - Xtrackers S&P 500 Diversified Sector Weight ETF
 0.0383% 503 16.1% 27.6 0.02%
404 BBB
CYBER HORNET S&P 500 and Bitcoin 75/25 Strategy ETF
 0.0300% 502 28.8% 66.8 0.01%
405 USEW
Cambria US EW ETF
 —% 425 22.3% 77.2 0.01%
406 XTR
Global X S&P 500 Tail Risk ETF
 0.0400% 502 38.9% 70.0 0.01%
407 GXLC
Global X - U.S. 500 ETF
 0.0400% 498 38.5% 67.5 0.01%
408 FB
ProShares S&P 500 Dynamic Buffer ETF
 0.0384% 502 34.3% 69.3 0.01%
409 EGLE
Global X - S&P 500 U.S. Revenue Leaders ETF
 0.0600% 371 43.2% 107.6 0.01%
410 CPI
IQ Real Return ETF
 0.0300% 501 16.5% 37.5 0.02%
411 SGLC
SGI U.S. Large Cap Core ETF
 0.4300% 132 42.1% 34.1 0.01%
412 TRUF
VanEck Financials TruSector ETF
 0.1400% 77 82.0% 19.0 0.02%
413 GLBL
Pacer MSCI World Industry Advan
 0.0700% 353 40.4% 74.8 0.01%
414 SSS
CYBER HORNET S&P 500 and Solana 75/25 Strategy ETF
 0.0300% 457 29.8% 66.6 0.01%
415 EEE
CYBER HORNET S&P 500 and Ethereum 75/25 Strategy ETF
 0.0200% 458 33.4% 68.8 0.01%
416 XXX
CYBER HORNET S&P 500 and XRP 75/25 Strategy ETF
 0.0300% 455 30.1% 69.1 0.01%
417 ESGS
Columbia Sustainable U.S. Equity Income ETF
 0.3400% 100 39.6% 21.9 0.03%
418 IALT
iShares Systematic Alternatives Active ETF
 -0.0783% 1,773 8.4% 9.9 0.03%
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