Every ETF that holds Heritage Financial Corporation, ranked by how large the position is as a share of the fund. A high weight means the ETF's performance is closely tied to this stock. The issuer, weight, shares held, and position value are shown for each fund.
| ui.rank | ETF | Weight | Issuer | Shares | Value |
|---|---|---|---|---|---|
| 1 | Invesco S&P SmallCap Value with Momentum ETFXSVM | 0.76% | Invesco | 169.25K | $4.98M |
| 2 | OneAscent Small Cap Core ETFOASC | 0.70% | OneAscent | 8.40K | $188.96K |
| 3 | First Trust NASDAQ ABA Community Bank Index Fund |
| 0.49% |
| First Trust |
| 14.49K |
| $427.15K |
| 4 | WisdomTree U.S. SmallCap Quality Dividend Growth FundDGRS | 0.37% | WisdomTree | 52.63K | $1.39M |
|---|
| 5 | VictoryShares Hedged Equity Income ETFHEJD | 0.29% | Victory Capital | 4.30K | $108.26K |
|---|
| 6 | First Trust Active Factor Small Cap ETFAFSM | 0.29% | First Trust | 10.05K | $325.02K |
|---|
| 7 | Invesco S&P SmallCap Financials ETFPSCF | 0.27% | Invesco | 2.42K | $71.00K |
|---|
| 8 | State Street SPDR S&P Regional Banking ETFKRE | 0.24% | SPDR | 381.71K | $11.43M |
|---|
| 9 | State Street SPDR S&P 600 Small Cap Value ETFSLYV | 0.13% | SPDR | 221.21K | $6.53M |
|---|
| 10 | iShares S&P Small-Cap 600 Value ETFIJS | 0.13% | IShares | 358.82K | $10.59M |
|---|
| 11 | Vanguard S&P Small-Cap 600 Value ETFVIOV | 0.13% | Vanguard | 90.27K | $2.46M |
|---|
| 12 | DeltaShares S&P 600 Managed Risk ETFDMRS | 0.11% | — | 1.06K | $23.60K |
|---|
| 13 | SPDR S&P 600 Small Cap ETFSLY | 0.10% | SPDR | 64.57K | $1.76M |
|---|
| 14 | Innovator U.S. Small Cap Managed 10 Buffer ETFKBFR | 0.09% | Innovator | 301 | $8.85K |
|---|
| 15 | Avantis U.S. Small Cap Equity ETFAVSC | 0.08% | Avantis | 76.92K | $2.05M |
|---|
| 16 | WisdomTree U.S. SmallCap Dividend FundDES | 0.07% | WisdomTree | 55.36K | $1.47M |
|---|
| 17 | Invesco S&P SmallCap 600 QVM Multi-factor ETFQVMS | 0.07% | Invesco | 6.06K | $178.22K |
|---|
| 18 | JPMorgan Small & Mid Cap Enhanced Equity ETFJMEE | 0.07% | J.P. Morgan | 67.20K | $1.98M |
|---|
| 19 | State Street SPDR Portfolio S&P 600 Small Cap ETFSPSM | 0.07% | SPDR | 389.27K | $11.50M |
|---|
| 20 | iShares Core S&P Small-Cap ETFIJR | 0.07% | IShares | 2.49M | $73.48M |
|---|
| 21 | Vanguard S&P Small-Cap 600 ETFVIOO | 0.07% | Vanguard | 142.21K | $3.88M |
|---|
| 22 | Dimensional - US Small Cap Value ETFDFSV | 0.06% | Dimensional | 164.5K | $4.86M |
|---|
| 23 | Innovator U.S. Small Cap Managed Floor ETFRFLR | 0.06% | Innovator | 1.76K | $51.77K |
|---|
| 24 | Vanguard Russell 2000 Value ETFVTWV | 0.06% | Vanguard | 26.84K | $731.28K |
|---|
| 25 | ProShares - Ultra SmallCap600SAA | 0.05% | ProShares | 481 | $14.14K |
|---|
| 26 | WisdomTree U.S. High Dividend FundDHS | 0.05% | WisdomTree | 24.64K | $678.01K |
|---|
| 27 | Dimensional - US Targeted Value ETFDFAT | 0.04% | Dimensional | 208.6K | $6.16M |
|---|
| 28 | Direxion Daily Regional Banks Bull 3X ETFDPST | 0.04% | Direxion | 22.66K | $668.98K |
|---|
| 29 | Global X - Russell 2000 ETFRSSL | 0.04% | Global X | 19.15K | $562.98K |
|---|
| 30 | Vanguard Tax-Managed Small-Cap Fund Institutional SharesVTSIX | 0.04% | Vanguard | 149.3K | $4.07M |
|---|
| 31 | Invesco BulletShares 2031 Corporate Bond ETFBSCV | 0.04% | Invesco | 3.63K | $106.81K |
|---|
| 32 | WisdomTree U.S. SmallCap FundEES | 0.04% | WisdomTree | 9.43K | $249.76K |
|---|
| 33 | iShares Morningstar Small-Cap Value ETFISCV | 0.04% | IShares | 8.52K | $250.43K |
|---|
| 34 | Goldman Sachs ActiveBeta U.S. Small Cap Equity ETFGSSC | 0.03% | Goldman | 11.19K | $330.24K |
|---|
| 35 | Invesco RAFI US 1500 Small-Mid ETFPRFZ | 0.03% | Invesco | 29.33K | $862.18K |
|---|
| 36 | Vanguard Russell 2000 ETFVTWO | 0.03% | Vanguard | 175.48K | $4.78M |
|---|
| 37 | Dimensional - US Small Cap ETFDFAS | 0.03% | Dimensional | 134.32K | $3.97M |
|---|
| 38 | Schwab U.S. Small-Cap ETFSCHA | 0.02% | Schwab | 195.75K | $5.78M |
|---|
| 39 | Invesco S&P SmallCap 600 Revenue ETFRWJ | 0.02% | Invesco | 15.05K | $442.35K |
|---|
| 40 | ProShares - Ultra Russell2000UWM | 0.02% | ProShares | 1.71K | $50.22K |
|---|
| 41 | iShares Morningstar Small-Cap ETFISCB | 0.02% | IShares | 1.73K | $50.95K |
|---|
| 42 | Fidelity MSCI Financials Index ETFFNCL | 0.01% | Fidelity | 10.86K | $320.59K |
|---|
| 43 | Vanguard Financials ETFVFH | 0.01% | Vanguard | 67.61K | $1.84M |
|---|
| 44 | Vanguard Extended Market Index Fund Institutional Plus SharesVEMPX | 0.01% | Vanguard | 466.73K | $12.72M |
|---|
| 45 | Vanguard Extended Market Index Fund Admiral SharesVEXAX | 0.01% | Vanguard | 466.73K | $12.72M |
|---|
| 46 | Vanguard Extended Market Index Fund Institutional SharesVIEIX | 0.01% | Vanguard | 466.73K | $12.72M |
|---|
| 47 | Vanguard Extended Market ETFVXF | 0.01% | Vanguard | 466.73K | $12.72M |
|---|
| 48 | ProShares - UltraPro Russell2000URTY | 0.01% | ProShares | 1.50K | $44.07K |
|---|
| 49 | Dimensional - US Vector Equity ETFDXUV | 0.01% | Dimensional | 1.77K | $52.19K |
|---|
| 50 | iShares MSCI World Small-Cap ETFWSML | 0.01% | IShares | 2.09K | $61.58K |
|---|
| 51 | iShares Core 30/70 Conservative Allocation ETFAOK | 0.01% | IShares | 90 | $2.64K |
|---|
| 52 | ProShares - Hedge Replication ETFHDG | 0.01% | ProShares | 42 | $1.23K |
|---|
| 53 | Dimensional - US Core Equity 2 ETFDFAC | 0.01% | Dimensional | 80.70K | $2.38M |
|---|
| 54 | State Street SPDR S&P 1500 Value Tilt ETFVLU | 0.00% | SPDR | 1.09K | $32.12K |
|---|
| 55 | Invesco Dividend Achievers ETFPFM | 0.00% | Invesco | 1.14K | $31.69K |
|---|
| 56 | State Street SPDR S&P 1500 Momentum Tilt ETFMMTM | 0.00% | SPDR | 193 | $5.70K |
|---|
| 57 | Dimensional - US Core Equity 1 ETFDCOR | 0.00% | Dimensional | 3.66K | $107.93K |
|---|
| 58 | iShares LifePath Target Date 2030 ETFITDB | 0.00% | IShares | 6 | $174.72 |
|---|
| 59 | Avantis U.S. Equity ETFAVUS | 0.00% | Avantis | 11.69K | $311.38K |
|---|
| 60 | Dimensional - US Core Equity Market ETFDFAU | 0.00% | Dimensional | 9.28K | $273.95K |
|---|
| 61 | Dimensional - US Equity Market ETFDFUS | 0.00% | Dimensional | 14.74K | $435.21K |
|---|
| 62 | Dimensional - US Sustainability Core 1 ETFDFSU | 0.00% | Dimensional | 1.51K | $44.46K |
|---|
| 63 | Schwab U.S. Broad Market ETFSCHB | 0.00% | Schwab | 26.92K | $802.21K |
|---|
| 64 | Vanguard Total Stock Market Index Fund Institutional Plus SharesVSMPX | 0.00% | Vanguard | 1.33M | $36.38M |
|---|
| 65 | Vanguard Total Stock Market ETFVTI | 0.00% | Vanguard | 1.33M | $36.38M |
|---|
| 66 | Dimensional - US Marketwide Value ETFDFUV | 0.00% | Dimensional | 8.13K | $239.88K |
|---|
| 67 | State Street SPDR Portfolio S&P 1500 Composite Stock Market ETFSPTM | 0.00% | SPDR | 6.63K | $195.64K |
|---|
| 68 | iShares LifePath Target Date 2065 ETFITDI | 0.00% | IShares | 13 | $384.61 |
|---|
| 69 | Avantis Responsible U.S. Equity ETFAVSU | 0.00% | Avantis | 241 | $6.42K |
|---|
| 70 | iShares LifePath Target Date 2055 ETFITDG | 0.00% | IShares | 26 | $768.03 |
|---|
| 71 | iShares LifePath Target Date 2070 ETFITDJ | 0.00% | IShares | 7 | $194.52 |
|---|
| 72 | Vanguard Institutional Total Stock Market Index Fund Institutional SharesVITNX | 0.00% | Vanguard | 17.86K | $486.79K |
|---|
| 73 | Vanguard Russell 3000 ETFVTHR | 0.00% | Vanguard | 3.10K | $84.34K |
|---|
| 74 | iShares LifePath Target Date 2045 ETFITDE | 0.00% | IShares | 30 | $880.46 |
|---|
| 75 | Vanguard Balanced Index Fund Institutional SharesVBAIX | 0.00% | Vanguard | 23.33K | $635.61K |
|---|
| 76 | Vanguard Balanced Index FundVBIAX | 0.00% | Vanguard | 23.33K | $635.61K |
|---|
| 77 | VBINXVBINX | 0.00% | — | 23.33K | 635.61K n/a |
|---|
| 78 | iShares Core 60/40 Balanced Allocation ETFAOR | 0.00% | IShares | 797 | $23.44K |
|---|
| 79 | iShares LifePath Target Date 2035 ETFITDC | 0.00% | IShares | 16 | $470.46 |
|---|
| 80 | iShares Core 40/60 Moderate Allocation ETFAOM | 0.00% | IShares | 262 | $7.71K |
|---|
| 81 | Longview Advantage ETFEBI | 0.00% | Longview | 54 | $1.60K |
|---|
| 82 | iShares LifePath Retirement ETFIRTR | 0.00% | IShares | 4 | $113.92 |
|---|
| 83 | Acuitas Small Cap Active ETFAIMS | 0.23% | Acuitas | 7.21K | $211.89K |
|---|
| 84 | EA Bridgeway Omni Small-Cap Value ETFBSVO | 0.22% | Bridgeway | 178.91K | $5.26M |
|---|
| 85 | iShares Russell 2000 Value ETFIWN | 0.07% | IShares | 356.66K | $10.49M |
|---|
| 86 | iShares Russell 2000 ETFIWM | 0.04% | IShares | 1.09M | $32.17M |
|---|
| 87 | Vanguard Tax-Managed Small-Cap Fund Admiral SharesVTMSX | 0.04% | Vanguard | 149.3K | $4.07M |
|---|
| 88 | iShares Morningstar Small-Cap Value ETFJKL | 0.04% | IShares | 8.52K | $251.45K |
|---|
| 89 | Adasina Social Justice All Cap Global ETFJSTC | 0.03% | Adasina | 2.64K | $67.58K |
|---|
| 90 | iShares Morningstar Small-Cap ETFJKJ | 0.02% | IShares | 1.73K | $50.95K |
|---|
| 91 | Vanguard Financials Index Fund Admiral SharesVFAIX | 0.01% | Vanguard | 67.61K | $1.84M |
|---|
| 92 | iShares Russell 3000 ETFIWV | 0.00% | IShares | 18.07K | $531.14K |
|---|
| 93 | iShares Core S&P Total U.S. Stock Market ETFITOT | 0.00% | IShares | 68.43K | $2.01M |
|---|
| 94 | Vanguard Total Stock Market Index Fund Institutional SharesVITSX | 0.00% | Vanguard | 1.33M | $36.38M |
|---|
| 95 | Vanguard Total Stock Market Index Fund Admiral SharesVTSAX | 0.00% | Vanguard | 1.33M | $36.38M |
|---|
| 96 | Vanguard Institutional Total Stock Market Index Fund Institutional Plus SharesVITPX | 0.00% | Vanguard | 17.86K | $486.79K |
|---|
Showing the top 96 ETFs.
