2025-09-04 |
13F-HR/A |
SCSC
/ ScanSource
|
Advisor Group Holdings, Inc.
|
417 |
2,087 |
400.48 |
2025-09-04 |
13F-HR/A |
PLUS
/ ePlus
|
Advisor Group Holdings, Inc.
|
97 |
448 |
361.86 |
2025-09-04 |
13F-HR/A |
CLMB
/ Climb Global Solutions
|
Advisor Group Holdings, Inc.
|
486 |
472 |
-2.88 |
2025-09-04 |
13F-HR/A |
DRIV
/ Global X Funds - Global X Autonomous & Electric Vehicles ETF
|
Advisor Group Holdings, Inc.
|
60,564 |
61,425 |
1.42 |
2025-09-04 |
13F-HR/A |
SNX
/ TD SYNNEX
|
Advisor Group Holdings, Inc.
|
1,666 |
1,644 |
-1.32 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
12,503 |
12,503 |
0.00 |
2025-08-29 |
13F-HR |
SNX
/ TD SYNNEX
|
Total Investment Management Inc
|
|
3 |
|
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
2,127 |
2,109 |
-0.85 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
12,243 |
12,194 |
-0.40 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
1,605 |
1,605 |
0.00 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
|
33,076 |
30,982 |
-6.33 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
5,567 |
7,604 |
36.59 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
836 |
836 |
0.00 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund
|
1,100 |
1,100 |
0.00 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
305 |
325 |
6.56 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
BASV - Advisors' Inner Circle Fund III - BROWN ADVISORY SUSTAINABLE VALUE ETF
|
|
23,145 |
|
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
271 |
258 |
-4.80 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
33,661 |
54,769 |
62.71 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
3,515 |
3,515 |
0.00 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
30,137 |
29,212 |
-3.07 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
31,058 |
31,196 |
0.44 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
70 |
|
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
BISVX - Brown Advisory Funds - Brown Advisory Sustainable Value Fund Investor Shares
|
28,645 |
29,642 |
3.48 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
1,680 |
1,680 |
0.00 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
190 |
141 |
-25.79 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
80,711 |
81,634 |
1.14 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
1,370 |
1,393 |
1.68 |
2025-08-29 |
NPORT-P |
SNX
/ TD SYNNEX
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
2,514 |
2,514 |
0.00 |
2025-08-29 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A
|
2,088 |
2,021 |
-3.21 |
2025-08-29 |
NPORT-P |
SCSC
/ ScanSource
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
4,458 |
4,200 |
-5.79 |
2025-08-29 |
NPORT-P |
SCSC
/ ScanSource
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
3,357 |
3,249 |
-3.22 |
2025-08-29 |
NPORT-P |
SCSC
/ ScanSource
|
JMCRX - James Advantage Funds - James Micro Cap Fund
|
3,090 |
3,090 |
0.00 |
2025-08-29 |
NPORT-P |
REDINGTON
/ Redington
|
DGS - WisdomTree Trust - WisdomTree Emerging Markets SmallCap Dividend Fund N/A
|
1,966,927 |
1,817,969 |
-7.57 |
2025-08-29 |
NPORT-P |
SCSC
/ ScanSource
|
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
|
139,119 |
108,382 |
-22.09 |
2025-08-29 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
1,248 |
1,218 |
-2.40 |
2025-08-29 |
NPORT-P |
PLUS
/ ePlus
|
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
12,437 |
12,576 |
1.12 |
2025-08-29 |
NPORT-P |
SCSC
/ ScanSource
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
4,950 |
4,950 |
0.00 |
2025-08-29 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
315 |
315 |
0.00 |
2025-08-29 |
NPORT-P |
PLUS
/ ePlus
|
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund
|
274 |
313 |
14.23 |
2025-08-29 |
NPORT-P |
PLUS
/ ePlus
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
3,744 |
3,898 |
4.11 |
2025-08-29 |
NPORT-P |
SWON
/ SoftwareOne Holding
|
DIM - WisdomTree Trust - WisdomTree International MidCap Dividend Fund N/A
|
3,054 |
1,981 |
-35.13 |
2025-08-29 |
NPORT-P |
SCSC
/ ScanSource
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
2,542 |
3,273 |
28.76 |
2025-08-29 |
NPORT-P |
SWON
/ SoftwareOne Holding
|
DDWM - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International Equity Fund N/A
|
798 |
9,478 |
1,087.72 |
2025-08-29 |
NPORT-P |
SCSC
/ ScanSource
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
2,807 |
2,807 |
0.00 |
2025-08-29 |
NPORT-P |
REDINGTON
/ Redington
|
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A
|
2,710,815 |
2,778,598 |
2.50 |
2025-08-29 |
NPORT-P |
REDINGTON
/ Redington
|
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund
|
57,900 |
57,900 |
0.00 |
2025-08-29 |
NPORT-P |
SWON
/ SoftwareOne Holding
|
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV
|
2,860 |
2,860 |
0.00 |
2025-08-29 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
|
12,177 |
12,993 |
6.70 |
2025-08-29 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
QSML - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Growth Fund
|
|
55 |
|
2025-08-29 |
NPORT-P |
REDINGTON
/ Redington
|
XC - WisdomTree Trust - WisdomTree Emerging Markets ex-China Fund N/A
|
7,727 |
9,137 |
18.25 |
2025-08-29 |
NPORT-P |
SCSC
/ ScanSource
|
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
12,769 |
12,441 |
-2.57 |
2025-08-29 |
NPORT-P |
SCSC
/ ScanSource
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
386 |
422 |
9.33 |
2025-08-29 |
13F-HR |
DRIV
/ Global X Funds - Global X Autonomous & Electric Vehicles ETF
|
Total Investment Management Inc
|
|
686 |
|
2025-08-29 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
807 |
760 |
-5.82 |
2025-08-29 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
616 |
598 |
-2.92 |
2025-08-29 |
NPORT-P |
PLUS
/ ePlus
|
JMCRX - James Advantage Funds - James Micro Cap Fund
|
4,600 |
4,600 |
0.00 |
2025-08-29 |
NPORT-P |
PLUS
/ ePlus
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
432 |
454 |
5.09 |
2025-08-29 |
NPORT-P |
PLUS
/ ePlus
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
1,924 |
2,935 |
52.55 |
2025-08-29 |
NPORT-P |
PLUS
/ ePlus
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
1,591 |
1,591 |
0.00 |
2025-08-29 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
74 |
89 |
20.27 |
2025-08-29 |
NPORT-P |
PLUS
/ ePlus
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
5,025 |
5,041 |
0.32 |
2025-08-28 |
NPORT-P |
REDINGTON
/ Redington
|
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF
|
1,150 |
1,150 |
0.00 |
2025-08-28 |
NPORT-P |
REDINGTON
/ Redington
|
SEEM - SEI Exchange Traded Funds - SEI Select Emerging Markets Equity ETF
|
152,200 |
0 |
-100.00 |
2025-08-28 |
NPORT-P |
SWON
/ SoftwareOne Holding
|
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
27,577 |
49,544 |
79.66 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF
|
2,066 |
5,145 |
149.03 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
326 |
566 |
73.62 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
|
125,441 |
119,656 |
-4.61 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
124,950 |
100,618 |
-19.47 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
134 |
134 |
0.00 |
2025-08-28 |
NPORT-P |
SWON
/ SoftwareOne Holding
|
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF
|
9,153 |
5,391 |
-41.10 |
2025-08-28 |
NPORT-P |
SWON
/ SoftwareOne Holding
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
261,094 |
291,741 |
11.74 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF
|
0 |
19,830 |
|
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
2,670 |
2,670 |
0.00 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
3,377 |
3,377 |
0.00 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
6,359 |
6,359 |
0.00 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
|
213,545 |
193,105 |
-9.57 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
IWC - iSHARES TRUST - iShares Micro-Cap ETF
|
52,008 |
48,922 |
-5.93 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
|
78,831 |
233,795 |
196.58 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
30,361 |
31,129 |
2.53 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
3,676 |
5,922 |
61.10 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF
|
65,426 |
61,210 |
-6.44 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
17 |
17 |
0.00 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
12,751 |
13,407 |
5.14 |
2025-08-28 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
1,500 |
1,400 |
-6.67 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
1,282 |
1,282 |
0.00 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
5,686 |
5,796 |
1.93 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
468 |
468 |
0.00 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF
|
112,612 |
108,823 |
-3.36 |
2025-08-28 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
535 |
535 |
0.00 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
17,102 |
17,602 |
2.92 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
1,272 |
1,272 |
0.00 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
11,963 |
12,343 |
3.18 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
4,200 |
4,200 |
0.00 |
2025-08-28 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
114,752 |
102,438 |
-10.73 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
31,823 |
26,558 |
-16.54 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
9,736 |
8,636 |
-11.30 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
929 |
1,005 |
8.18 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
227,279 |
224,103 |
-1.40 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
705,738 |
660,150 |
-6.46 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
5,964 |
6,019 |
0.92 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
ASQIX - American Century Quantitative Equity Funds, Inc. - Small Company Fund Investor Class
|
4,476 |
4,476 |
0.00 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
470 |
470 |
0.00 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
1,292 |
1,292 |
0.00 |
2025-08-28 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
24 |
24 |
0.00 |
2025-08-28 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
3,000 |
|
2025-08-28 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
45 |
45 |
0.00 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
5,410 |
13,110 |
142.33 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
850 |
850 |
0.00 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
70 |
70 |
0.00 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
566 |
711 |
25.62 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
8,909 |
7,609 |
-14.59 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
640,058 |
563,942 |
-11.89 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
355 |
455 |
28.17 |
2025-08-28 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
330 |
230 |
-30.30 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF
|
3,080 |
8,367 |
171.66 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
3,025 |
2,796 |
-7.57 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
4,918 |
5,541 |
12.67 |
2025-08-28 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
IWC - iSHARES TRUST - iShares Micro-Cap ETF
|
9,390 |
8,700 |
-7.35 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF
|
186 |
154 |
-17.20 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
5,040 |
6,040 |
19.84 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
521 |
606 |
16.31 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
99 |
4 |
-95.96 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
185,720 |
183,067 |
-1.43 |
2025-08-28 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
77 |
118 |
53.25 |
2025-08-28 |
NPORT-P |
REDINGTON
/ Redington
|
CEMVX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Emerging Markets Fund Investor Class
|
|
1,395,303 |
|
2025-08-28 |
NPORT-P |
REDINGTON
/ Redington
|
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
131,552 |
131,552 |
0.00 |
2025-08-28 |
NPORT-P |
REDINGTON
/ Redington
|
EWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF
|
380,309 |
373,489 |
-1.79 |
2025-08-28 |
NPORT-P |
REDINGTON
/ Redington
|
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF
|
476,468 |
518,168 |
8.75 |
2025-08-28 |
NPORT-P |
REDINGTON
/ Redington
|
CIOIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Opportunities Fund Institutional Class
|
|
121,199 |
|
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
158 |
158 |
0.00 |
2025-08-28 |
NPORT-P |
REDINGTON
/ Redington
|
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A)
|
180,100 |
250,000 |
38.81 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
|
81,320 |
79,649 |
-2.05 |
2025-08-28 |
NPORT-P |
REDINGTON
/ Redington
|
RAYE - Advisors' Inner Circle Fund III - Rayliant Quantamental Emerging Market Equity ETF
|
251,684 |
272,754 |
8.37 |
2025-08-28 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF
|
37,581 |
34,916 |
-7.09 |
2025-08-28 |
NPORT-P |
CLMB
/ Climb Global Solutions
|
OBMCX - OBERWEIS FUNDS - Oberweis Micro-Cap Fund Investor Class
|
24,000 |
32,500 |
35.42 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
896 |
896 |
0.00 |
2025-08-28 |
NPORT-P |
REDINGTON
/ Redington
|
CIISX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway International Small Cap Fund Institutional Class
|
354,081 |
1,165,381 |
229.13 |
2025-08-28 |
NPORT-P |
PLUS
/ ePlus
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
132 |
132 |
0.00 |
2025-08-28 |
NPORT-P |
SCSC
/ ScanSource
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
958 |
471 |
-50.84 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
IGM - iSHARES TRUST - iShares Expanded Tech Sector ETF
|
33,225 |
33,830 |
1.82 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
27,684 |
24,284 |
-12.28 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
|
35,972 |
22,832 |
-36.53 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
2,830 |
3,206 |
13.29 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
11,213 |
14,900 |
32.88 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
7,334 |
20,158 |
174.86 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
16,648 |
18,353 |
10.24 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
CGVIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Value Fund Institutional Class
|
1,941 |
1,033 |
-46.78 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
807 |
807 |
0.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
134 |
40 |
-70.15 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
19,146 |
19,146 |
0.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
1,180 |
1,180 |
0.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
5,849 |
5,702 |
-2.51 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
14,204 |
14,479 |
1.94 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SFLO - Victory Portfolios II - VictoryShares Small Cap Free Cash Flow ETF
|
16,390 |
19,801 |
20.81 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
1,500 |
1,500 |
0.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
662 |
132 |
-80.06 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
|
1,814 |
|
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
1 |
249 |
24,800.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
131,846 |
128,637 |
-2.43 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
|
17,000 |
17,000 |
0.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
7,769 |
8,749 |
12.61 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
-48 |
-61 |
27.08 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
7,396 |
7,216 |
-2.43 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
168,386 |
107,356 |
-36.24 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
333,401 |
337,848 |
1.33 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
69,677 |
68,770 |
-1.30 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
444 |
444 |
0.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
987 |
1,194 |
20.97 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
387 |
387 |
0.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
22,903 |
22,903 |
0.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
25,037 |
18,447 |
-26.32 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
66,367 |
39,557 |
-40.40 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
86,858 |
89,162 |
2.65 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
14,359 |
20,829 |
45.06 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
1,805 |
1,805 |
0.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
USVM - Victory Portfolios II - VictoryShares USAA MSCI USA Small Cap Value Momentum ETF
|
27,081 |
29,319 |
8.26 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
388 |
388 |
0.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
2,488 |
500 |
-79.90 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
424,120 |
415,914 |
-1.93 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
328,222 |
331,529 |
1.01 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
161 |
28 |
-82.61 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
34,590 |
25,656 |
-25.83 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
6,055 |
15,888 |
162.39 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
255,703 |
273,900 |
7.12 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
Humankind Benefit Corp - Humankind US Stock ETF
|
675 |
451 |
-33.19 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
4,101 |
1,236 |
-69.86 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
400 |
400 |
0.00 |
2025-08-28 |
NPORT-P |
SNX
/ TD SYNNEX
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
28,056 |
15,200 |
-45.82 |