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 12.7
KBWB A PowerShares KBW Bank Portfolio ETF 8.81
DIVL A Madison Dividend Value ETF 4.62
BOUT A Innovator IBD Breakout Opportunities ETF 4.47
GSIB C Themes Global Systemically Important Banks ETF 4.29
SAMM A Strategas Macro Momentum ETF 4.17
RUFF B Alpha Dog ETF 3.92
JHAC A John Hancock Fundamental All Cap Core ETF 3.84
FDV A Federated Hermes U.S. Strategic Dividend ETF 3.74
CCOR D Cambria Core Equity ETF 3.59
DHS A WisdomTree High-Yielding Equity Fund 3.36
GABF B Gabelli Financial Services Opportunities ETF 2.94
BDIV A AAM Brentview Dividend Growth ETF 2.74
QUVU A Hartford Quality Value ETF 2.7
IYG A iShares U.S. Financial Services ETF 2.65
IYF A iShares U.S. Financial ETF 2.55
ACSI A American Customer Satisfaction Core Alpha ETF 2.54
DGRW A WisdomTree U.S. Dividend Growth Fund 2.38
XLF A SPDR Select Sector Fund - Financial 2.37
LGRO A Level Four Large Cap Growth Active ETF 2.33
TBG A TBG Dividend Focus ETF 2.3
JPEF A JPMorgan Equity Focus ETF 2.3
MBOX A Freedom Day Dividend ETF 2.22
DIVZ A TrueShares Low Volatility Equity Income ETF 2.19
JDIV F JPMorgan Dividend Leaders ETF 2.01
FNCL A Fidelity MSCI Financials Index ETF 1.99
KCE B SPDR S&P Capital Markets ETF 1.92
VFH A Vanguard Financials ETF - DNQ 1.74
PWV A PowerShares Dynamic LargeCap Value 1.72
NUDV A Nuveen ESG Dividend ETF 1.68
RSPF A Invesco S&P 500 Equal Weight Financial ETF 1.65
NULV A NuShares ESG Large-Cap Value ETF 1.52
SPDG A SPDR Portfolio S&P Sector Neutral Dividend ETF 1.52
FAS B Direxion Financial Bull 3X Shares 1.5
CGDG D Capital Group Dividend Growers ETF 1.5
SPYD A SPDR S&P 500 High Dividend ETF 1.43
NULC A Nuveen ESG Large-Cap ETF 1.42
IXG A iShares Global Financial ETF 1.39
DGRO A iShares Core Dividend Growth ETF 1.38
PALC A Pacer Lunt Large Cap Multi-Factor Alternator ETF 1.35
INCE A Franklin Income Equity Focus ETF 1.32
UYG A ProShares Ultra Financials 1.29
ESGA A American Century Sustainable Equity ETF 1.26
DIVG A Invesco S&P 500 High Dividend Growers ETF 1.25
EQWL A PowerShares Russell Top 200 Equal Weight Portfolio 1.24
PY A Principal Shareholder Yield Index ETF 1.23
DIVB A iShares U.S. Dividend and Buyback ETF 1.23
SEF F ProShares Short Financials 1.19
SKF F ProShares UltraShort Financials 1.19
FEUS A FlexShares ESG & Climate US Large Cap Core Index Fund 1.15
DLN A WisdomTree LargeCap Dividend Fund 1.15
CDL A Compass EMP US Large Cap High Dividend 100 Volatility Weighted Index ETF 1.15
FXO A First Trust Financials AlphaDEX 1.14
CDC A Compass EMP U S EQ Income 100 Enhanced Volatility Weighted Fund 1.14
FDRR A Fidelity Dividend ETF for Rising Rates 1.13
SNPV A Xtrackers S&P ESG Value ETF 1.12
SUSA A iShares MSCI USA ESG Select ETF 1.11
FYLG A Global X Financials Covered Call & Growth ETF 1.05
ADME A Aptus Drawdown Managed Equity ETF 1.03
EVUS A iShares ESG Aware MSCI USA Value ETF 1.03
ACIO A Aptus Collared Income Opportunity ETF 1.03
DTD A WisdomTree Total Dividend Fund 1.0
CGCV B Capital Group Conservative Equity ETF 0.99
HAPI A Harbor Corporate Culture ETF 0.99
DFLV A Dimensional US Large Cap Value ETF 0.99
STXV A Strive 1000 Value ETF 0.98
QDF A FlexShares Quality Dividend Index Fund 0.97
TDVG A T. Rowe Price Dividend Growth ETF 0.96
PFM A PowerShares Dividend Achievers 0.89
UDIV A Franklin U.S. Core Dividend Tilt Index ETF 0.88
DEW D WisdomTree Europe High-Yielding Equity Fund 0.88
JAVA A JPMorgan Active Value ETF 0.87
DCAP B Unity Wealth Partners Dynamic Capital Appreciation & Options ETF 0.87
MODL A VictoryShares WestEnd U.S. Sector ETF 0.86
DFUV A Dimensional US Marketwide Value ETF 0.86
PFIX B Simplify Interest Rate Hedge ETF 0.81
USXF A iShares ESG Advanced MSCI USA ETF 0.76
RWL A RevenueShares Large Cap ETF 0.76
KVLE A KFA Value Line Dynamic Core Equity Index ETF 0.75
IVE A iShares S&P 500 Value ETF 0.75
SPYV A SPDR S&P 500 Value ETF (based on S&P 500 Value Index) 0.75
WTV A WisdomTree U.S. Value Fund 0.75
MGV A Vanguard Mega Cap Value ETF 0.73
RSPE A Invesco ESG S&P 500 Equal Weigh 0.7
IUSV A iShares Core U.S. Vaue ETF 0.7
VYM A Vanguard High Dividend Yield ETF - DNQ 0.68
SCHV A Schwab U.S. Large-Cap Value ETF 0.66
QLC A FlexShares US Quality Large Cap Index Fund 0.65
FDM B First Trust DJ Select MicroCap ETF 0.64
FTA A First Trust Large Cap Value AlphaDEX Fund (based onthe Defined Large Cap Value Index 0.63
LCDS A JPMorgan Fundamental Data Science Large Core ETF 0.63
VOOV A Vanguard S&P 500 Value ETF 0.61
WOMN A Impact Shares YWCA Womenas Empowerment ETF 0.6
ILCV A iShares Morningstar Value ETF 0.6
IQSU A IQ Candriam ESG US Equity ETF 0.6
VLU A SPDR S&P 1500 Value Tilt ETF 0.6
OALC A OneAscent Large Cap Core ETF 0.58
VTV A Vanguard Value ETF - DNQ 0.58
FDVV A Fidelity Core Dividend ETF 0.58
EPS A WisdomTree Earnings 500 Fund 0.57
TVAL A T. Rowe Price Exchange-Traded Funds, Inc. T. Rowe Price Value ETF 0.56
PRF A Powershares FTSE RAFI US 1000 Portfolio 0.56
DSI A iShares KLD 400 Social Index Fund 0.56
IOO A iShares Global 100 ETF 0.55
GVUS A Goldman Sachs MarketBeta Russell 1000 Value Equity ETF 0.54
NANC A Series Portfolios Trust Unusual Whales Subversive Democratic Trading ETF 0.54
KRMA A Global X Conscious Companies ETF 0.54
IWD A iShares Russell 1000 Value ETF 0.54
USSG A Xtrackers MSCI USA ESG Leaders Equity ETF 0.54
SUSL A iShares ESG MSCI USA Leaders ETF 0.54
JCTR A JPMorgan Carbon Transition U.S. Equity ETF 0.53
FELV A Fidelity Enhanced Large Cap Value ETF 0.53
BRNY A Burney U.S. Factor Rotation ETF 0.52
ESGU A iShares MSCI USA ESG Optimized ETF 0.51
FVD A First Trust VL Dividend 0.51
GLBL B Pacer MSCI World Industry Advantage ETF 0.48
NACP A Impact Shares NAACP Minority Empowerment ETF 0.47
SPXT A ProShares S&P 500 Ex-Technology ETF 0.47
SFY A SoFi Select 500 ETF 0.47
XYLE B Global X S&P 500 ESG Covered Call ETF 0.46
EFIV A SPDR S&P 500 ESG ETF 0.46
INRO A BlackRock U.S. Industry Rotation ETF 0.46
VONV A Vanguard Russell 1000 Value ETF 0.45
FNDX A Schwab Fundamental U.S. Large Company Index ETF 0.45
BUZZ B VanEck Vectors Social Sentiment ETF 0.44
CGUS A Capital Group Core Equity ETF 0.44
GDE C WisdomTree Efficient Gold Plus Equity Strategy Fund 0.42
SNPE A Xtrackers S&P 500 ESG ETF 0.42
HLGE A Hartford Longevity Economy ETF 0.42
FNDB A Schwab Fundamental U.S. Broad Market Index ETF 0.42
USCA A Xtrackers MSCI USA Climate Action Equity ETF 0.42
USCL A iShares Climate Conscious & Transition MSCI USA ETF 0.42
AVSU A Avantis Responsible U.S. Equity ETF 0.42
TCHP A T. Rowe Price Blue Chip Growth ETF 0.41
JUST A Goldman Sachs JUST U.S. Large Cap Equity ETF 0.41
HDUS A Hartford Disciplined US Equity ETF 0.4
GSPY A Gotham Enhanced 500 ETF 0.4
HKND A Humankind US Stock ETF 0.4
GINN A Goldman Sachs Innovate Equity ETF 0.4
MMTM A SPDR S&P 1500 Momentum Tilt ETF 0.39
INCM B Franklin Income Focus ETF 0.39
NTSX A WisdomTree 90/60 U.S. Balanced Fund 0.39
PHEQ B Parametric Hedged Equity ETF 0.39
SPXV A ProShares S&P 500 Ex-Health Care ETF 0.37
CATH A Global X S&P 500 Catholic Values ETF 0.37
RVRB A Reverb ETF 0.37
GSST A Goldman Sachs Access Ultra Short Bond ETF 0.37
QVML A Invesco S&P 500 QVM Multi-factor ETF 0.36
IWL A iShares Russell Top 200 ETF 0.35
SPYI A NEOS S&P 500 High Income ETF 0.35
DFSU A Dimensional US Sustainability Core 1 ETF 0.35
USNZ A Xtrackers Net Zero Pathway Paris Aligned US Equity ETF 0.34
XYLD A Global X S&P 500 Covered Call ETF 0.34
SFLR A Innovator Equity Managed Floor ETF 0.34
AVLC A Avantis U.S. Large Cap Equity ETF 0.34
ICAP B InfraCap Equity Income Fund ETF 0.34
GSUS A Goldman Sachs MarketBeta U.S. Equity ETF 0.33
JHML A John Hancock Multifactor Large Cap ETF 0.33
BKLC A BNY Mellon US Large Cap Core Equity ETF 0.33
GPIX A Goldman Sachs S&P 500 Core Premium Income ETF 0.33
XVV A iShares ESG Screened S&P 500 ETF 0.33
PBP A PowerShares S&P 500 BuyWrite Portfolio 0.33
TEQI A T. Rowe Price Equity Income ETF 0.33
SPXE A ProShares S&P 500 Ex-Energy ETF 0.33
SPY A SPDR S&P 500 0.33
LQAI A LG QRAFT AI-Powered U.S. Large Cap Core ETF 0.32
VFVA A Vanguard Wellington Fund ETF 0.32
SPYX A SPDR S&P 500 Fossil Fuel Free ETF 0.32
IVV A iShares Core S&P 500 ETF 0.32
STRV A Strive 500 ETF 0.32
XRMI A Global X S&P 500 0.32
FEX A First Trust Large Cap Core AlphaDEX 0.32
XCLR A Global X S&P 500 Collar 95-110 ETF 0.32
SPLG A SPDR Portfolio Large Cap ETF 0.32
PTLC A Pacer Trendpilot 750 ETF 0.32
XTR A Global X S&P 500 Tail Risk ETF 0.32
ACVF A American Conservative Values ETF 0.32
MGC A Vanguard Mega Cap ETF 0.31
USPX A Franklin U.S. Equity Index ETF 0.31
SPGM A SPDR Portfolio MSCI Global Stock Market ETF 0.31
FAB A First Trust Multi Cap Value AlphaDEX Fund 0.31
ILCB A iShares Morningstar U.S. Equity ETF 0.31
ISPY B ProShares S&P 500 High Income ETF 0.31
VWI C Trust For Advised Portfolios Arch Indices VOI Absolute Income Fund 0.3
XYLG A Global X S&P 500 Covered Call & Growth ETF 0.3
VOTE A Engine No. 1 Transform 500 ETF 0.3
DUBS A Aptus Large Cap Enhanced Yield ETF 0.3
ONOF A Global X Adaptive U.S. Risk Management ETF 0.3
AVUS A Avantis U.S. Equity ETF 0.3
SCHX A Schwab U.S. Large-Cap ETF 0.3
GUSA A Goldman Sachs MarketBeta U.S. 1000 Equity ETF 0.29
IYY A iShares Dow Jones U.S. ETF 0.29
BBUS A JPMorgan BetaBuilders U.S. Equity ETF 0.29
FELC A Fidelity Enhanced Large Cap Core ETF 0.29
SPTM A SPDR Portfolio Total Stock Market ETF 0.29
QDPL A Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF 0.29
PBUS A Invesco PureBeta MSCI USA ETF 0.28
SCHB A Schwab U.S. Broad Market ETF 0.28
SPUU A Direxion Daily S&P 500 Bull 2X Shares 0.27
SCHK A Schwab 1000 ETF 0.27


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