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    Wealth Planning Services ETF List

    ETFs which hold one or more stocks tagged as: Wealth Planning Services

    Symbol Grade Name Weight
    IAI A iShares U.S. Broker-Dealers ETF 11.51
    BNKU A MicroSectors U.S. Big Banks Index 3X Leveraged ETNs 10.0
    BNKD F MicroSectors U.S. Big Banks Index -3X Inverse Leveraged ETNs 10.0
    KBWB C PowerShares KBW Bank Portfolio ETF 7.99
    RUFF B Alpha Dog ETF 3.92
    DIVL A Madison Dividend Value ETF 3.86
    JHAC B John Hancock Fundamental All Cap Core ETF 3.85
    SAMM A Strategas Macro Momentum ETF 3.49
    FDV A Federated Hermes U.S. Strategic Dividend ETF 3.07
    CCOR B Cambria Core Equity ETF 3.0
    GABF A Gabelli Financial Services Opportunities ETF 2.94
    DHS A WisdomTree High-Yielding Equity Fund 2.88
    QUVU A Hartford Quality Value ETF 2.37
    IYG B iShares U.S. Financial Services ETF 2.36
    IYF B iShares U.S. Financial ETF 2.25
    ACSI B American Customer Satisfaction Core Alpha ETF 2.24
    XLF B SPDR Select Sector Fund - Financial 2.07
    BOUT B Innovator IBD Breakout Opportunities ETF 2.06
    DGRW B WisdomTree U.S. Dividend Growth Fund 1.99
    DIVZ A TrueShares Low Volatility Equity Income ETF 1.92
    MBOX B Freedom Day Dividend ETF 1.91
    KCE B SPDR S&P Capital Markets ETF 1.77
    VFH B Vanguard Financials ETF - DNQ 1.75
    FNCL B Fidelity MSCI Financials Index ETF 1.74
    NUDV B Nuveen ESG Dividend ETF 1.49
    PWV A PowerShares Dynamic LargeCap Value 1.44
    SIXH A 6 Meridian Hedged Equity-Index Option Strategy ETF 1.36
    FAS C Direxion Financial Bull 3X Shares 1.36
    SIXA A 6 Meridian Mega Cap Equity ETF 1.36
    NULC B Nuveen ESG Large-Cap ETF 1.27
    ESGA B American Century Sustainable Equity ETF 1.24
    FXO B First Trust Financials AlphaDEX 1.23
    NULV B NuShares ESG Large-Cap Value ETF 1.21
    UYG C ProShares Ultra Financials 1.21
    SKF F ProShares UltraShort Financials 1.19
    SEF F ProShares Short Financials 1.19
    DEW B WisdomTree Europe High-Yielding Equity Fund 1.18
    SPYD B SPDR S&P 500 High Dividend ETF 1.17
    IXG B iShares Global Financial ETF 1.17
    DGRO A iShares Core Dividend Growth ETF 1.14
    DIVB A iShares U.S. Dividend and Buyback ETF 1.1
    FAZ F Direxion Financial Bear 3X Shares 1.07
    EQWL B PowerShares Russell Top 200 Equal Weight Portfolio 1.04
    PY A Principal Shareholder Yield Index ETF 1.03
    FEUS B FlexShares ESG & Climate US Large Cap Core Index Fund 0.97
    DLN A WisdomTree LargeCap Dividend Fund 0.96
    TDVG B T. Rowe Price Dividend Growth ETF 0.95
    CDL A Compass EMP US Large Cap High Dividend 100 Volatility Weighted Index ETF 0.94
    FDRR B Fidelity Dividend ETF for Rising Rates 0.94
    CDC A Compass EMP U S EQ Income 100 Enhanced Volatility Weighted Fund 0.94
    ADME B Aptus Drawdown Managed Equity ETF 0.9
    ACIO B Aptus Collared Income Opportunity ETF 0.9
    DTD A WisdomTree Total Dividend Fund 0.84
    EVUS A iShares ESG Aware MSCI USA Value ETF 0.84
    PFIX F Simplify Interest Rate Hedge ETF 0.81
    JAVA A JPMorgan Active Value ETF 0.81
    DFUV A Dimensional US Marketwide Value ETF 0.77
    QDF B FlexShares Quality Dividend Index Fund 0.76
    DCAP C Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 0.73
    MGV A Vanguard Mega Cap Value ETF 0.73
    PFM B PowerShares Dividend Achievers 0.72
    IWX A iShares Russell Top 200 Value ETF 0.7
    VYM A Vanguard High Dividend Yield ETF - DNQ 0.69
    KVLE B KFA Value Line Dynamic Core Equity Index ETF 0.65
    WTV A WisdomTree U.S. Value Fund 0.64
    USXF B iShares ESG Advanced MSCI USA ETF 0.64
    SPYV A SPDR S&P 500 Value ETF (based on S&P 500 Value Index) 0.62
    VOOV A Vanguard S&P 500 Value ETF 0.62
    RWL B RevenueShares Large Cap ETF 0.62
    WOMN B Impact Shares YWCA Womenas Empowerment ETF 0.6
    FFLC B Fidelity Fundamental Large Cap Core ETF 0.6
    IUSV A iShares Core U.S. Vaue ETF 0.58
    FDM C First Trust DJ Select MicroCap ETF 0.57
    VTV A Vanguard Value ETF - DNQ 0.57
    RSPE B Invesco ESG S&P 500 Equal Weigh 0.57
    QLC B FlexShares US Quality Large Cap Index Fund 0.55
    SCHV A Schwab U.S. Large-Cap Value ETF 0.54
    IQSU B IQ Candriam ESG US Equity ETF 0.53
    ILCV A iShares Morningstar Value ETF 0.5
    VLU B SPDR S&P 1500 Value Tilt ETF 0.5
    OALC B OneAscent Large Cap Core ETF 0.49
    FVD A First Trust VL Dividend 0.49
    USSG B Xtrackers MSCI USA ESG Leaders Equity ETF 0.48
    SUSL B iShares ESG MSCI USA Leaders ETF 0.48
    DSI B iShares KLD 400 Social Index Fund 0.48
    FDVV A Fidelity Core Dividend ETF 0.48
    PRF B Powershares FTSE RAFI US 1000 Portfolio 0.47
    NACP B Impact Shares NAACP Minority Empowerment ETF 0.47
    EPS A WisdomTree Earnings 500 Fund 0.47
    JCTR B JPMorgan Carbon Transition U.S. Equity ETF 0.47
    KRMA B Global X Conscious Companies ETF 0.46
    IWD A iShares Russell 1000 Value ETF 0.45
    IOO C iShares Global 100 ETF 0.45
    VONV A Vanguard Russell 1000 Value ETF 0.45
    ESGU B iShares MSCI USA ESG Optimized ETF 0.43
    SFY B SoFi Select 500 ETF 0.42
    TCHP C T. Rowe Price Blue Chip Growth ETF 0.4
    SPXT A ProShares S&P 500 Ex-Technology ETF 0.39
    OEF B iShares S&P 100 ETF 0.39
    GSST A Goldman Sachs Access Ultra Short Bond ETF 0.37
    FNDX A Schwab Fundamental U.S. Large Company Index ETF 0.37
    SNPE B Xtrackers S&P 500 ESG ETF 0.37
    EFIV B SPDR S&P 500 ESG ETF 0.37
    USCL B iShares Climate Conscious & Transition MSCI USA ETF 0.36
    AVSU B Avantis Responsible U.S. Equity ETF 0.36
    FTA A First Trust Large Cap Value AlphaDEX Fund (based onthe Defined Large Cap Value Index 0.36
    GINN A Goldman Sachs Innovate Equity ETF 0.36
    GDE A WisdomTree Efficient Gold Plus Equity Strategy Fund 0.36
    JUST B Goldman Sachs JUST U.S. Large Cap Equity ETF 0.36
    CGUS B Capital Group Core Equity ETF 0.36
    FNDB B Schwab Fundamental U.S. Broad Market Index ETF 0.35
    HLGE B Hartford Longevity Economy ETF 0.35
    TEQI A T. Rowe Price Equity Income ETF 0.35
    HKND B Humankind US Stock ETF 0.35
    VFVA C Vanguard Wellington Fund ETF 0.34
    GSPY B Gotham Enhanced 500 ETF 0.32
    MGC B Vanguard Mega Cap ETF 0.32
    CATH B Global X S&P 500 Catholic Values ETF 0.31
    QVML B Invesco S&P 500 QVM Multi-factor ETF 0.3
    SPXV B ProShares S&P 500 Ex-Health Care ETF 0.3
    IWL B iShares Russell Top 200 ETF 0.3
    XVV B iShares ESG Screened S&P 500 ETF 0.29
    USNZ B Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.28
    JHML B John Hancock Multifactor Large Cap ETF 0.28
    TSPA B T. Rowe Price U.S. Equity Research ETF 0.28
    GSUS B Goldman Sachs MarketBeta U.S. Equity ETF 0.28
    SPY B SPDR S&P 500 0.27
    SPXE B ProShares S&P 500 Ex-Energy ETF 0.27
    IVV B iShares Core S&P 500 ETF 0.27
    SPYX B SPDR S&P 500 Fossil Fuel Free ETF 0.27
    ACVF B American Conservative Values ETF 0.27
    ONOF C Global X Adaptive U.S. Risk Management ETF 0.27
    STOT A SPDR DoubleLine Short Duration Total Return Tactical ETF 0.27
    XYLD B Global X S&P 500 Covered Call ETF 0.27
    VOTE B Engine No. 1 Transform 500 ETF 0.27
    XCLR B Global X S&P 500 Collar 95-110 ETF 0.27
    VV B Vanguard Large-Cap ETF - DNQ 0.27
    PBP A PowerShares S&P 500 BuyWrite Portfolio 0.27
    XYLG B Global X S&P 500 Covered Call & Growth ETF 0.27
    VOO B Vanguard S&P 500 ETF 0.27
    BKLC B BNY Mellon US Large Cap Core Equity ETF 0.27
    PTLC B Pacer Trendpilot 750 ETF 0.27
    AVUS B Avantis U.S. Equity ETF 0.27
    SPLG B SPDR Portfolio Large Cap ETF 0.26
    ILCB B iShares Morningstar U.S. Equity ETF 0.26
    SSPY C Syntax Stratified LargeCap ETF 0.26
    PFF A iShares US Preferred Stock ETF 0.26
    BBUS B JPMorgan BetaBuilders U.S. Equity ETF 0.26
    XRMI B Global X S&P 500 0.26
    ESGV B Vanguard ESG U.S. Stock ETF 0.26
    XTR B Global X S&P 500 Tail Risk ETF 0.26
    SCHX B Schwab U.S. Large-Cap ETF 0.25
    PBUS B Invesco PureBeta MSCI USA ETF 0.25
    GUSA A Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.25
    IYY B iShares Dow Jones U.S. ETF 0.25
    SPUU B Direxion Daily S&P 500 Bull 2X Shares 0.24
    SCHK B Schwab 1000 ETF 0.24
    SPTM B SPDR Portfolio Total Stock Market ETF 0.24
    SPGM A SPDR Portfolio MSCI Global Stock Market ETF 0.24
    QDPL B Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.23
    SCHB B Schwab U.S. Broad Market ETF 0.23
    ITOT B iShares Core S&P Total U.S. Stock Market ETF 0.23
    VONE B Vanguard Russell 1000 ETF 0.23
    VTI B Vanguard Total Stock Market ETF 0.23
    TILT B FlexShares Mornigstar US Market Factors Tilt Index Fund ETF 0.23
    VTHR B Vanguard Russell 3000 ETF 0.22
    DFUS B Dimensional U.S. Equity ETF 0.22
    IWV B iShares Russell 3000 ETF 0.22
    CFA A Compass EMP US 500 Volatility Weighted Index ETF 0.21
    ESG B FlexShares STOXX US ESG Impact Index Fund 0.21
    CFO A Compass EMP US 500 Enhanced Volatility Weighted Index ETF 0.21
    DFAU B Dimensional US Core Equity Market ETF 0.21
    RSP A Guggenheim S&P 500 Equal Weight ETF 0.21
    AVLV A Avantis U.S. Large Cap Value ETF 0.2
    NZAC B SPDR MSCI ACWI Climate Paris Aligned ETF 0.2
    GSEW B Goldman Sachs Equal Weight U.S. Large Cap Equity ETF 0.2
    LGH C HCM Defender 500 Index ETF 0.2
    NTSX B WisdomTree 90/60 U.S. Balanced Fund 0.2
    KOKU B Xtrackers MSCI Kokusai Equity ETF 0.19
    MFUS B PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF 0.18
    DFAC B Dimensional U.S. Core Equity 2 ETF 0.18
    URTH B iShares MSCI World Index Fund 0.18
    FEX A First Trust Large Cap Core AlphaDEX 0.18
    FAB C First Trust Multi Cap Value AlphaDEX Fund 0.18
    SSO C ProShares Ultra S&P500 0.17
    GSLC B Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 0.17
    SPXL C Direxion Daily S&P 500 Bull 3X Shares 0.17
    EUSA B iShares MSCI USA Index Fund 0.17
    CRBN A iShares MSCI ACWI Low Carbon Target ETF 0.16
    MMTM B SPDR S&P 1500 Momentum Tilt ETF 0.16
    QUS B SPDR MSCI USA Quality Mix ETF 0.16
    ACWI A iShares MSCI ACWI Index Fund 0.16
    GSIG A Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 0.16
    PHDG C PowerShares S&P 500 Downside Hedged Portfolio 0.15
    LKOR A FlexShares Credit-Scored US Long Corporate Bond Index Fund 0.14
    VT A Vanguard Total World Stock Index ETF 0.14
    FBCG C Fidelity Blue Chip Growth ETF 0.13
    UPRO C ProShares UltraPro S&P 500 0.13
    ROSC C Hartford Multifactor Small Cap ETF 0.13
    TOTL A SPDR DoubleLine Total Return Tactical ETF 0.12
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