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Sunbelt Securities, Inc.
|
|
|
|
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
|
|
|
|
|
|
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
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|
|
Stoneridge Investment Partners Llc
|
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Mn Services Vermogensbeheer B.V.
|
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|
Vestcor Inc
|
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|
Alliancebernstein L.p.
|
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JustInvest LLC
|
|
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SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
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Forum Financial Management, LP
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
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|
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IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Growth VIP Class A
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
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|
IFP Advisors, Inc
|
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|
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Cito Capital Group, LLC
|
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
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|
CoreCap Advisors, LLC
|
|
|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
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|
Beacon Capital Management, LLC
|
|
|
|
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Mizuho Securities Usa Llc
|
|
|
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
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|
Montag A & Associates Inc
|
|
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|
|
Nordea Investment Management Ab
|
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QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
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|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
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|
New York State Teachers Retirement System
|
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|
Bridges Investment Management Inc
|
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|
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|
Notis-McConarty Edward
|
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
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|
Bayforest Capital Ltd
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
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|
|
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
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|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Eqis Capital Management, Inc.
|
|
|
|
|
|
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
|
|
|
|
|
|
Waterloo Capital, L.P.
|
|
|
|
|
|
Park Square Financial Group, LLC
|
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|
Brown Advisory Inc
|
|
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|
Sapient Capital Llc
|
|
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|
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|
Flagship Wealth Advisors, Llc
|
|
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|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
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|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
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|
Nfj Investment Group, Llc
|
|
|
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|
Vestmark Advisory Solutions, Inc.
|
|
|
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|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
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|
|
Rafferty Asset Management, LLC
|
|
|
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|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
CABDX - AB RELATIVE VALUE FUND, INC. - AB RELATIVE VALUE FUND, INC. Class A
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Optas, LLC
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
|
Dynasty Wealth Management, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
XRLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 ex-Rate Sensitive Low Volatility ETF
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Parcion Private Wealth LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Contravisory Investment Management, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
SMIPX - SARATOGA ADVANTAGE TRUST - Mid Capitalization Portfolio - Class I
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Auxier Asset Management
|
|
|
|
|
|
Blackrock Enhanced Global Dividend Trust
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Coston, McIsaac & Partners
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
Old West Investment Management, LLC
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Herold Advisors, Inc.
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
VAPPX - VALIC Co I - Capital Appreciation Fund
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
|
Essex Savings Bank
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Dagco, Inc.
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
Blue Bell Private Wealth Management, Llc
|
|
|
|
|
|
Louisbourg Investments Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
US Asset Management LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Syon Capital Llc
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
1832 Asset Management L.P.
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
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Breakwater Capital Group
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
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|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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Groupe la Francaise
|
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EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
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LAFFX - LORD ABBETT AFFILIATED FUND INC - LORD ABBETT AFFILIATED FUND INC Class A
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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Diversify Wealth Management, Llc
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Pallas Capital Advisors LLC
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Meyer Handelman Co
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PENN SERIES FUNDS INC - Index 500 Fund
|
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VKSAX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Core Fund Class A
|
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Federation des caisses Desjardins du Quebec
|
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FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
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FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
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DNLDX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Active MidCap Fund Class A
|
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
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TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A
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LGT Group Foundation
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JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
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Financial Management Professionals, Inc.
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
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Distillate Capital Partners LLC
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MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
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Strengthening Families & Communities, LLC
|
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VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
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FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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Assetmark, Inc
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Wahed Invest LLC
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GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
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Norges Bank
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Kestra Private Wealth Services, Llc
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GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
|
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Impact Capital Partners LLC
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Park Avenue Securities Llc
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Hantz Financial Services, Inc.
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
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Cetera Investment Advisers
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Motco
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Sagespring Wealth Partners, Llc
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QRVLX - FPA FUNDS TRUST - FPA Queens Road Value Fund
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
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Tocqueville Asset Management L.p.
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Bnp Paribas Arbitrage, Sa
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
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Ethic Inc.
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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Canandaigua National Bank & Trust Co
|
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PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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Regents Gate Capital LLP
|
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Orion Portfolio Solutions, LLC
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
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Bank Of Nova Scotia
|
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
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EXI - iSHARES TRUST - iShares Global Industrials ETF
|
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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|
Manchester Capital Management LLC
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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Park Place Capital Corp
|
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FTSAX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Mid Core Equity Fund A Shares
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
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Caisse De Depot Et Placement Du Quebec
|
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Parsons Capital Management Inc/ri
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Deutsche Bank Ag\
|
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|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
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|
Great West Life Assurance Co /can/
|
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|
Jfs Wealth Advisors, Llc
|
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|
Allspring Global Investments Holdings, LLC
|
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Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
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|
|
Greenwich Wealth Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Growth
|
|
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|
Acadian Asset Management Llc
|
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|
Dunhill Financial, LLC
|
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|
Cape Investment Advisory, Inc.
|
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Amundi
|
|
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|
Man Group plc
|
|
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|
Smartleaf Asset Management LLC
|
|
|
|
|
|
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
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|
|
Oregon Public Employees Retirement Fund
|
|
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|
|
Howard Hughes Medical Institute
|
|
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|
|
|
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
|
|
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|
Warren Averett Asset Management, LLC
|
|
|
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|
Hanson & Doremus Investment Management
|
|
|
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|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Flagship Harbor Advisors, Llc
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
BIGRX - American Century Quantitative Equity Funds, Inc. - Income & Growth Fund Investor Class
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
TRLIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Fund Institutional Class
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
Guyasuta Investment Advisors Inc
|
|
|
|
|
|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Legacy Capital Group California, Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Growth and Income Portfolio Class VC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
AVEMX - SCHWARTZ INVESTMENT TRUST - Ave Maria Value Fund
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
Partnership Wealth Management, LLC
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
|
FLCC - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Core ETF
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
TSMDX - Perpetual Americas Funds Trust - Trillium ESG Small/Mid Cap Fund Institutional Shares
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Lafayette Investments, Inc.
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
RIFCX - RUSSELL INVESTMENT FUNDS - International Developed Markets Fund
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
VALQ - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Value ETF
|
|
|
|
|
|
MWMIX - VanEck Funds - VanEck Morningstar Wide Moat Fund Class I
|
|
|
|
|
|
Grimes & Company, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Regency Capital Management Inc.\DE
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Alhambra Investment Partners LLC
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
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|
Diversified Trust Co
|
|
|
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|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
ProShare Advisors LLC
|
|
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|
Toroso Investments, LLC
|
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Amalgamated Bank
|
|
|
|
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|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
LVW Advisors, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
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|
Amica Mutual Insurance Co
|
|
|
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|
DAVENPORT & Co LLC
|
|
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|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
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|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
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|
Neuberger Berman Group LLC
|
|
|
|
|
|
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
|
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|
Ritholtz Wealth Management
|
|
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|
Schechter Investment Advisors, LLC
|
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Sone Capital Management, LLC
|
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Institutional Investment Strategy Fund
|
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Birch Hill Investment Advisors LLC
|
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AMG National Trust Bank
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
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Perbak Capital Partners LLP
|
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GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
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|
Creative Planning
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
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|
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|
Toth Financial Advisory Corp
|
|
|
|
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Financial Advisory Corp /ut/ /adv
|
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|
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|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
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Financial Perspectives, Inc
|
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MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
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Oppenheimer & Co Inc
|
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Td Private Client Wealth Llc
|
|
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NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Jump Financial, LLC
|
|
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|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Entropy Technologies, LP
|
|
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|
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Profunds - Profund Vp Industrials
|
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
|
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PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
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ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
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|
Bahl & Gaynor Inc
|
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|
|
|
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
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|
Hartford Investment Management Co
|
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SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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Kestra Advisory Services, LLC
|
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|
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
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Raymond James Financial Inc
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Pensionmark Financial Group, Llc
|
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|
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares
|
|
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|
|
|
Penserra Capital Management LLC
|
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|
|
Systematic Financial Management Lp
|
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Great Lakes Advisors, Llc
|
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Gabelli Equity Trust Inc
|
|
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|
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF
|
|
|
|
|
|
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
|
|
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|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
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|
Scientech Research LLC
|
|
|
|
|
|
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Picton Mahoney Asset Management
|
|
|
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|
Financially Speaking Inc
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
MOTG - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Global Wide Moat ETF
|
|
|
|
|
|
VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A
|
|
|
|
|
|
Aurora Investment Counsel
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Cap Value Fund
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Scott Marsh Financial, LLC
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
VCIGX - VALIC Co I - Dividend Value Fund
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
FELG - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Growth ETF
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
DCUAX - DEUTSCHE DWS INVESTMENT TRUST - DWS CROCI U.S. Fund Class A
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
Wealth Preservation Advisors, LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Gladwyn Financial Advisors, Inc.
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Calibrated Dividend Growth Portfolio Class VC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
LCFLX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Large Cap Value Fund Class C
|
|
|
|
|
|
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
|
|
|
|
|
|
XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
MFDX - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor International Equity ETF
|
|
|
|
|
|
Diligent Investors, LLC
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Fundamental Equity Portfolio Class VC
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Board of the Pension Protection Fund
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
Schwerin Boyle Capital Management Inc
|
|
|
|
|
|
Tema ETF Trust - Tema American Reshoring ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
|
|
|
|
|
|
Front Row Advisors LLC
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
Blackrock Enhanced Equity Dividend Trust
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Oakworth Capital, Inc.
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Park National Corp /oh/
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
MVAL - VanEck ETF Trust - VanEck Morningstar Wide Moat Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Franklin U.S. Equity Smart Beta Portfolio Class 3
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
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DUSL - Direxion Shares ETF Trust - Direxion Daily Industrials Bull 3X Shares
|
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Algert Global Llc
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SPEGX - ALGER FUNDS II - Alger Responsible Investing Fund Class A
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Regions Financial Corp
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SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
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RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
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Thrivent Financial For Lutherans
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Jlb & Associates Inc
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Leavell Investment Management, Inc.
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
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FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF
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EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
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Logan Capital Management Inc
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LAMAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Calibrated Dividend Growth Fund Class A
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
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Zurich Insurance Group Ltd/FI
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
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DekaBank Deutsche Girozentrale
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California State Teachers Retirement System
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Heritage Family Offices, LLP
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
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Zions Bancorporation, National Association /ut/
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Dimensional Fund Advisors Lp
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Gibbs Wealth Management
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Maryland State Retirement & Pension System
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Principal Financial Group Inc
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Spdr S&p 500 Etf Trust
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Wealth Enhancement Advisory Services, Llc
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Teachers Retirement System Of The State Of Kentucky
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Lombard Odier Asset Management (USA) Corp
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
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State Of Wisconsin Investment Board
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
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MOKAN Wealth Management Inc.
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GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
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Paradoxiom Capital L.P.
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USRAX - Horizon Funds - Horizon Defensive Multi-Factor Fund Investor Class
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Commerce Bank
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Truist Financial Corp
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Cary Street Partner Investment Advisory Llc
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FLDFX - Meeder Funds - BALANCED FUND Retail Class
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Rossby Financial, LCC
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SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
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Squarepoint Ops LLC
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LORD ABBETT SERIES FUND INC - Mid Cap Stock Portfolio Class VC
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Russell Investments Group, Ltd.
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Globeflex Capital L P
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
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Colonial Trust Co / SC
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PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
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Garde Capital, Inc.
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Buckingham Strategic Partners
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Td Asset Management Inc
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LGPIX - Profunds - Large-cap Growth Profund Investor Class
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
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Empowered Funds, LLC
|
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AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
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ABLD - TrimTabs ETF Trust - Donoghue Forlines Yield Enhanced Real Asset ETF
|
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|
Tranquilli Financial Advisor LLC
|
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
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|
Advisors Capital Management, LLC
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Voya Investment Management Llc
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Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
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Hrt Financial Lp
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Ensign Peak Advisors, Inc
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FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
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GHP Investment Advisors, Inc.
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IDPIX - Profunds - Industrials Ultrasector Profund Investor Class
|
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
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First Bank & Trust
|
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Umb Bank N A/mo
|
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NewSquare Capital LLC
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Achmea Investment Management B.V.
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Exencial Wealth Advisors, Llc
|
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NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
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Kayne Anderson Rudnick Investment Management Llc
|
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INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
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Benjamin Edwards Inc
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DnB Asset Management AS
|
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Portside Wealth Group, LLC
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Gsa Capital Partners Llp
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Raiffeisen Bank International AG
|
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ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
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|
Atlas Capital Advisors Llc
|
|
|
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
|
|
|
|
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|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
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|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
aeris Capital Holding GmbH
|
|
|
|
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|
Tredje AP-fonden
|
|
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|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
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|
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|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
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|
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|
Zacks Investment Management
|
|
|
|
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|
Lindbrook Capital, Llc
|
|
|
|
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|
JNL SERIES TRUST - JNL/Morningstar Wide Moat Index Fund (A)
|
|
|
|
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|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
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|
Advisors Asset Management, Inc.
|
|
|
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|
Franklin Resources Inc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
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|
Brandywine Global Investment Management, LLC
|
|
|
|
|
|
MGRO - VanEck ETF Trust - VanEck Morningstar Wide Moat Growth ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Fundamental Value Fund Class II
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Quartz Partners, LLC
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
St Germain D J Co Inc
|
|
|
|
|
|
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
DWAFX - Arrow Investments Trust - ARROW DWA BALANCED FUND CLASS A SHARES
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
|
|
|
|
|
|
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Advisor OS, LLC
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
Laurel Wealth Advisors LLC
|
|
|
|
|
|
LongView Wealth Management
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Massachusetts Wealth Management
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
VCULX - VALIC Co I - Growth Fund
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Morningstar Investment Services LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
LDFVX - LORD ABBETT SECURITIES TRUST - Lord Abbett Fundamental Equity Fund Class A
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Schwartz Investment Counsel Inc
|
|
|
|
|
|
OVEIX - Sterling Capital Funds - Sterling Capital Mid Value Fund Institutional Class
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Minot DeBlois Advisors LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
Everpar Advisors Llc
|
|
|
|
|
|
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
GUNZ - Spinnaker ETF Series - Tuttle Capital Self Defense Index ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Vermillion & White Wealth Management Group, LLC
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Triodos Investment Management BV
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
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Vaughan Nelson Investment Management, L.p.
|
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Commonwealth Equity Services, Llc
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
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|
CBIZ Investment Advisory Services, LLC
|
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|
Versant Capital Management, Inc
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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Delta Asset Management Llc/tn
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TD Waterhouse Canada Inc.
|
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
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|
Avanza Fonder AB
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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|
|
SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
|
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|
Resona Asset Management Co.,Ltd.
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
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|
|
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|
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
|
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|
|
|
|
Verdence Capital Advisors LLC
|
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|
|
|
|
Bell Investment Advisors, Inc
|
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|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
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|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
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|
Geneos Wealth Management Inc.
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
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|
American National Bank
|
|
|
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
Sivia Capital Partners, LLC
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Allworth Financial LP
|
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PFS Partners, LLC
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Oppenheimer Asset Management Inc.
|
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XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
|
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|
Prudential Plc
|
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Capital Advisors, Ltd. LLC
|
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Douglass Winthrop Advisors, LLC
|
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Aqr Capital Management Llc
|
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ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
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|
Coldstream Capital Management Inc
|
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Blair William & Co/il
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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Ameriprise Financial Inc
|
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MJT & Associates Financial Advisory Group, Inc.
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Old National Bancorp /in/
|
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Fortitude Family Office, LLC
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
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JVLAX - John Hancock Funds III - John Hancock Disciplined Value Fund Class A
|
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Allianz Asset Management GmbH
|
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GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
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CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
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Simon Quick Advisors, Llc
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
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International Assets Investment Management, Llc
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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Ballentine Partners, LLC
|
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PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
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|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
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|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
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|
Retirement Systems of Alabama
|
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|
Patriot Financial Group Insurance Agency, LLC
|
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SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
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|
Credit Agricole S A
|
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|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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|
Texas Yale Capital Corp.
|
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|
Principal Street Partners, LLC
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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|
State Board Of Administration Of Florida Retirement System
|
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|
Bank Julius Baer & Co. Ltd, Zurich
|
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|
Stratos Wealth Partners, LTD.
|
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DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
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|
Kovitz Investment Group Partners, LLC
|
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|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
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|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
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|
Bank Of America Corp /de/
|
|
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|
Farmers & Merchants Investments Inc
|
|
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|
Foyston, Gordon, & Payne Inc
|
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|
Federated Hermes, Inc.
|
|
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|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
|
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
IFG Advisory, LLC
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
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|
Jane Street Group, Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
|
HAPY - Harbor ETF Trust - Harbor Corporate Culture Leaders ETF
|
|
|
|
|
|
Aureus Asset Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
LAVLX - LORD ABBETT MID CAP STOCK FUND INC - LORD ABBETT MID CAP STOCK FUND INC Class A
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
44 Wealth Management Llc
|
|
|
|
|
|
Axxcess Wealth Management, Llc
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
Weatherly Asset Management L. P.
|
|
|
|
|
|
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
Keystone Financial Services
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Martin Investment Management, LLC
|
|
|
|
|
|
Petrus Trust Company, LTA
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Avantra Family Wealth, Inc.
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
|
True North Advisors, LLC
|
|
|
|
|
|
Clark Capital Management Group, Inc.
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Adirondack Trust Co
|
|
|
|
|
|
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
|
|
|
|
|
|
North Capital, Inc.
|
|
|
|
|
|
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Stevens Capital Management Lp
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
|
|
|
|
|
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Growth and Income Portfolio Class A
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Transatlantique Private Wealth Llc
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
MOTE - VanEck ETF Trust - VanEck Morningstar ESG Moat ETF
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
NewEdge Wealth, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Old Second National Bank Of Aurora
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Aristides Capital LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
River Wealth Advisors LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Wealth Alliance
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
Insigneo Advisory Services, Llc
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Berkshire Hathaway Inc
|
|
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
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Groesbeck Investment Management Corp /nj/
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
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CIBC Asset Management Inc
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FRG Family Wealth Advisors LLC
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Atomi Financial Group, Inc.
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
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XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
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GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
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Schonfeld Strategic Advisors LLC
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
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New York State Common Retirement Fund
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Nilsine Partners, LLC
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Jpmorgan Chase & Co
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Centiva Capital, LP
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ORG Partners LLC
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Ancora Advisors, LLC
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VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
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Daiwa Securities Group Inc.
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National Pension Service
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PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
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Chevy Chase Trust Holdings, Inc.
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National Bank Of Canada /fi/
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Global Retirement Partners, LLC
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Metis Global Partners, LLC
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New Age Alpha Advisors, LLC
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Martingale Asset Management L P
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Mutual Of America Capital Management Llc
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DMG Group, LLC
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New England Capital Financial Advisors LLC
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Harvest Fund Management Co., Ltd
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COMMERCE FUNDS - The MidCap Value Fund Shares
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UXI - PROSHARES TRUST - ProShares Ultra Industrials
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Banque de Luxembourg S.A.
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DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
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GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
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Wolff Wiese Magana Llc
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Princeton Global Asset Management LLC
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Eaton Vance Tax-managed Buy-write Opportunities Fund
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EverSource Wealth Advisors, LLC
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MBOVX - M FUND INC - M Large Cap Value Fund
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Northern Trust Corp
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Centric Wealth Management
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Horizon Investments, LLC
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Envestnet Portfolio Solutions, Inc.
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Connor, Clark & Lunn Investment Management Ltd.
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Valued Wealth Advisors LLC
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FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
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Grantham, Mayo, Van Otterloo & Co. LLC
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
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AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
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Ci Investments Inc.
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John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
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Wesbanco Bank Inc
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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
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EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
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Healthcare Of Ontario Pension Plan Trust Fund
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FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
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SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
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Harbour Investments, Inc.
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
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OHIO NATIONAL FUND INC - ON AB Relative Value Portfolio
|
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SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
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Sentry Investment Management Llc
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
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Louisiana State Employees Retirement System
|
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Atria Investments Llc
|
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PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
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Cooke & Bieler Lp
|
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|
Walleye Capital LLC
|
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|
Parallel Advisors, LLC
|
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SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund
|
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RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
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First Horizon Advisors, Inc.
|
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XLI - SELECT SECTOR SPDR TRUST - The Industrial Select Sector SPDR Fund
|
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|
Alyeska Investment Group, L.P.
|
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Thrive Wealth Management, LLC
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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|
Guggenheim Strategic Opportunities Fund
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
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|
HighTower Advisors, LLC
|
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|
Sachetta, LLC
|
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|
Legal & General Group Plc
|
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|
Janney Montgomery Scott LLC
|
|
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|
Hawk Ridge Capital Management Lp
|
|
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|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Value VIP Fund
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Cypress Advisory Group LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
BPAIX - RBB FUND, INC. - Boston Partners All-Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Growth & Income VIP Fund
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6
|
|
|
|
|
|
Richardson Financial Services Inc.
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
Heritage Investors Management Corp
|
|
|
|
|
|
RSPN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Industrials ETF
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Lord, Abbett & Co. Llc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Peoples Financial Services Corp.
|
|
|
|
|
|
Norden Group Llc
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares
|
|
|
|
|
|
J.w. Cole Advisors, Inc.
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
BLVD Private Wealth, LLC
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
RINYX - RUSSELL INVESTMENT CO - International Developed Markets Fund Class Y
|
|
|
|
|
|
MOAT - VanEck Vectors ETF Trust - VanEck Vectors Morningstar Wide Moat ETF
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
VNVAX - Natixis Funds Trust II - Vaughan Nelson Value Opportunity Fund Class A
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Romano Brothers And Company
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Griffin Asset Management, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
CBOE Vest Financial, LLC
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Venturi Wealth Management, LLC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
JTKRX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Thematic Opportunities Fund Class R6
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
|
|
|
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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|
