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Sage Mountain Advisors LLC
|
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|
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|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
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|
|
Bruce G. Allen Investments, LLC
|
|
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|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
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|
Gitterman Wealth Management, LLC
|
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|
Oak Associates Ltd /oh/
|
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|
Decker Retirement Planning Inc.
|
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|
California Public Employees Retirement System
|
|
|
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|
SOUTH STATE Corp
|
|
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|
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
|
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|
Twin Peaks Wealth Advisors, LLC
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|
Advisor Group Holdings, Inc.
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Smartleaf Asset Management LLC
|
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SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
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|
American Capital Advisory, LLC
|
|
|
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|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
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|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
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Sumitomo Mitsui Trust Holdings, Inc.
|
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WPG Advisers, LLC
|
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VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
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|
Alliancebernstein L.p.
|
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Susquehanna International Group, Llp
|
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Wealth Enhancement Advisory Services, Llc
|
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|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
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|
|
TCAF - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Capital Appreciation Equity ETF
|
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|
Resona Asset Management Co.,Ltd.
|
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GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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Vestcor Inc
|
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|
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SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
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Td Private Client Wealth Llc
|
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Bretton Capital Management, LLC
|
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Csenge Advisory Group
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
New York State Teachers Retirement System
|
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FIL Ltd
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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|
California State Teachers Retirement System
|
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Otter Creek Advisors, LLC
|
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Eastern Bank
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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Trust Point Inc.
|
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Charles Schwab Investment Management Inc
|
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Signature Estate & Investment Advisors Llc
|
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Rafferty Asset Management, LLC
|
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Quantinno Capital Management LP
|
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Jfs Wealth Advisors, Llc
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Family Legacy Financial Solutions, LLC
|
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Teacher Retirement System Of Texas
|
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Stephens Consulting, LLC
|
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MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
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Eaton Vance Tax-managed Global Buy-write Opportunities Fund
|
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Anchor Investment Management, LLC
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
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|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
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|
Cambridge Investment Research Advisors, Inc.
|
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Johnson Financial Group, Inc.
|
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Avantax Advisory Services, Inc.
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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Mv Capital Management, Inc.
|
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New York State Common Retirement Fund
|
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|
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Mutual Of America Capital Management Llc
|
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RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
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JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
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Allspring Global Investments Holdings, LLC
|
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TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
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|
Wesbanco Bank Inc
|
|
|
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|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
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|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
|
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|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
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|
Daiwa Securities Group Inc.
|
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|
Bay Harbor Wealth Management, LLC
|
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|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
APG Asset Management N.V.
|
|
|
|
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|
New York Life Investment Management Llc
|
|
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|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
First American Trust, Fsb
|
|
|
|
|
|
PEXL - Pacer Funds Trust - Pacer US Export Leaders ETF
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
MQS Management LLC
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Steigerwald, Gordon & Koch Inc.
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Equity Fund (I)
|
|
|
|
|
|
one8zero8, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Fortress Wealth Group, LLC
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
NIXT - EA Series Trust - Research Affiliates Deletions ETF
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
PENN SERIES FUNDS INC - Flexibly Managed Fund
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Eversept Partners, LP
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Martin Currie Ltd
|
|
|
|
|
|
EdgePoint Investment Group Inc.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Prelude Capital Management, Llc
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Timber Creek Capital Management LLC
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
Bollard Group LLC
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Parkman Healthcare Partners LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
First Hawaiian Bank
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
BRTNX - PFS FUNDS - Bretton Fund
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Toronto Dominion Bank
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
|
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|
Drake & Associates, LLC
|
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|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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|
Stone Run Capital, Llc
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
Klp Kapitalforvaltning As
|
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E Fund Management Co., Ltd.
|
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Elevation Series Trust - TrueShares Active Yield ETF
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
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|
Rhumbline Advisers
|
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Signaturefd, Llc
|
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Pure Financial Advisors, Inc.
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
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|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
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|
Guardian Wealth Management, Inc.
|
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Moneta Group Investment Advisors Llc
|
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Assenagon Asset Management S.A.
|
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Skandinaviska Enskilda Banken AB (publ)
|
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Chevy Chase Trust Holdings, Inc.
|
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Primecap Management Co/ca/
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POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
|
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BNP Paribas Asset Management Holding S.A.
|
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Millstone Evans Group, LLC
|
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PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
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Geneos Wealth Management Inc.
|
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|
|
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RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
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Price T Rowe Associates Inc /md/
|
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Rakuten Investment Management, Inc.
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Assetmark, Inc
|
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SJS Investment Consulting Inc.
|
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Landscape Capital Management, L.l.c.
|
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class 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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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
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|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
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|
Balyasny Asset Management Llc
|
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Profunds - Profund Vp Health Care
|
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Prudential Plc
|
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Blair William & Co/il
|
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PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
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Mn Services Vermogensbeheer B.V.
|
|
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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|
|
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|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
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|
CIBC Private Wealth Group, LLC
|
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|
|
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|
JNL SERIES TRUST - JNL/T. Rowe Price Capital Appreciation Fund (I)
|
|
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|
BBHLX - BBH Trust - BBH Partner Fund - International Equity Class I Shares
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
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DekaBank Deutsche Girozentrale
|
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JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
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SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
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MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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Norinchukin Bank, The
|
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Huntington National Bank
|
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Searle & Co.
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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|
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
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|
Ilmarinen Mutual Pension Insurance Co
|
|
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VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
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|
MetLife Investment Management, LLC
|
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|
Schonfeld Strategic Advisors LLC
|
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Dogwood Wealth Management LLC
|
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NorthCrest Asset Manangement, LLC
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
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|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Generali Investments, Management Co LLC
|
|
|
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|
Perbak Capital Partners LLP
|
|
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|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
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|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
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|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
|
Cascade Financial Partners, LLC
|
|
|
|
|
|
Nuveen, LLC
|
|
|
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|
Golden State Wealth Management, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
JAFRX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Value Trust NAV Class
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
ITRAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Capital Appreciation Portfolio Class ADV
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
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|
State Street Corp
|
|
|
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|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Candriam Luxembourg S.C.A.
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
PRDAX - PRINCIPAL FUNDS INC - Diversified Real Asset Fund Class A
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Compass Wealth Management LLC
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
PRCFX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation and Income Fund
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
HELX - Franklin Templeton ETF Trust - Franklin Genomic Advancements ETF
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Resources Management Corp /ct/ /adv
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Schrum Private Wealth Management LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Capital Research Global Investors
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
Monticello Wealth Management, Llc
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
SAMVX - VIRTUS ASSET TRUST - Virtus Ceredex Mid-Cap Value Equity Fund Class A
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
Fiduciary Wealth Partners, LLC
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
Net Worth Advisory Group
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
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|
|
|
|
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Two Roads Shared Trust - LeaderSharesTM AlphaFactor(R) US Core Equity ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
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|
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
|
|
|
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|
Kentucky Retirement Systems
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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|
|
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|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
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|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL T. Rowe Price Capital Appreciation Fund Class 2
|
|
|
|
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|
Sterling Capital Management LLC
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
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|
|
Oak Thistle LLC
|
|
|
|
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|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Heritage Trust Co
|
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|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
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|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
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|
TriaGen Wealth Management LLC
|
|
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|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
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|
|
Wellington Management Group Llp
|
|
|
|
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|
Kovitz Investment Group Partners, LLC
|
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|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
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|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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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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|
|
US Asset Management LLC
|
|
|
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|
|
Ancora Advisors, LLC
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
|
|
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|
|
Whipplewood Advisors, LLC
|
|
|
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|
|
Trifecta Capital Advisors, LLC
|
|
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|
|
ASR Vermogensbeheer N.V.
|
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|
|
Colony Group, LLC
|
|
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|
Axa S.a.
|
|
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ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
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|
|
Swedbank AB
|
|
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|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
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|
|
|
Parkside Financial Bank & Trust
|
|
|
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|
|
Rodgers Brothers Inc.
|
|
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|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
|
|
|
|
|
|
Atlantic Union Bankshares Corp
|
|
|
|
|
|
PRWCX - T. Rowe Price Capital Appreciation Fund, Inc. - T. Rowe Price Capital Appreciation Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Chemistry Wealth Management LLC
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Reynders McVeigh Capital Management, LLC
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Sivik Global Healthcare LLC
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
WALSX - WASATCH FUNDS TRUST - Wasatch Long/Short Alpha Fund Investor Class Shares
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
Meridiem Capital Partners LP
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Lbmc Investment Advisors, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
OCFS - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Focus Strategy ETF
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Proathlete Wealth Management Llc
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
SBHIX - SARATOGA ADVANTAGE TRUST - Health & Biotechnology Portfolio Class I
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
CGUS - Capital Group Core Equity ETF - Capital Group Core Equity ETF Share Class
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
LOGSX - Oak Associates Funds - Live Oak Health Sciences Fund
|
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Opportunities Fund
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
MCMVX - FORUM FUNDS - Monongahela All Cap Value Fund
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Motco
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
RMB Capital Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Rakuten Securities, Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
AWMIX - ADVISORS' INNER CIRCLE FUND - CIBC Atlas Mid Cap Equity Fund Institutional Class
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Forsta Ap-fonden
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
Fisher Asset Management, LLC
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/s&p 4 Fund (a)
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
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SBI Securities Co., Ltd.
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
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|
Brinker Capital Investments, LLC
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
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|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
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|
Td Asset Management Inc
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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|
Arcadia Investment Management Corp/mi
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
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|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
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|
Wealthfront Advisers Llc
|
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|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
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|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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|
Utah Retirement Systems
|
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FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
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Lindbrook Capital, Llc
|
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EHLS - Tidal Trust II - Even Herd Long Short ETF
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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Quarry LP
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HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
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Mount Yale Investment Advisors, LLC
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|
Nicholas Company, Inc.
|
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VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
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|
Mufg Securities Americas Inc.
|
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SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
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|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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Robeco Institutional Asset Management B.V.
|
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PFSLX - PARADIGM FUNDS - Paradigm Select Fund
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
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NewSquare Capital LLC
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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|
VSM Wealth Advisory, LLC
|
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EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
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|
Colonial Trust Co / SC
|
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J.w. Cole Advisors, Inc.
|
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BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
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Hemington Wealth Management
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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BLPIX - Profunds - Bull Profund Investor Class
|
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
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NCTWX - Nicholas Ii, Inc - Nicholas Ii Inc Class I
|
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Amundi
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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Massachusetts Financial Services Co /ma/
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
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Onyx Financial Advisors, LLC
|
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
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SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
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JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
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|
Panagora Asset Management Inc
|
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|
2Xideas AG
|
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|
UMA Financial Services, Inc.
|
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Profunds - Profund Vp Bull
|
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FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
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|
Massmutual Trust Co Fsb/adv
|
|
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|
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|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
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|
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VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
|
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|
Spdr S&p 500 Etf Trust
|
|
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|
Lido Advisors, LLC
|
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|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
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|
Covestor Ltd
|
|
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|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
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|
|
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
|
|
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|
|
JCAVX - John Hancock Funds II - Capital Appreciation Value Fund Class NAV
|
|
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|
|
|
TLVAX - TIMOTHY PLAN - Timothy Large/Mid-Cap Value Fund Class A
|
|
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|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
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|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
|
|
|
|
|
Snowden Capital Advisors LLC
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
|
|
|
|
|
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
MFCPX - M FUND INC - M Capital Appreciation Fund
|
|
|
|
|
|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
Arcus Capital Partners, LLC
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Texas Yale Capital Corp.
|
|
|
|
|
|
Crawford Investment Counsel Inc
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Continuum Advisory, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Aufman Associates Inc
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
Paradigm Capital Management Inc/ny
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
S-Bank Fund Management Ltd
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Triodos Investment Management BV
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
MSBWX - MORGAN STANLEY INSTITUTIONAL FUND INC - American Resilience Portfolio Class C
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
|
|
Wahed Invest LLC
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Vermillion Wealth Management, Inc.
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
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Lansforsakringar Fondforvaltning AB (publ)
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HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
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TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
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Ethic Inc.
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EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
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QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
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New England Capital Financial Advisors LLC
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Abound Wealth Management
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Nissay Asset Management Corp /japan/ /adv
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Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
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Envestnet Asset Management Inc
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Pflug Koory, LLC
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Apexium Financial, Lp
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SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG 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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Janney Montgomery Scott LLC
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Metis Global Partners, LLC
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Global Retirement Partners, LLC
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Connor, Clark & Lunn Investment Management Ltd.
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
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M&t Bank Corp
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Barclays Plc
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JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
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AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
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XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
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Capital Advisors, Ltd. LLC
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Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
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EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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Curat Global, LLC
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PACIFIC SELECT FUND - Equity Index Portfolio Class I
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Swiss National Bank
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Thrivent Financial For Lutherans
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Aquatic Capital Management LLC
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PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
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National Bank Of Canada /fi/
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SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
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MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
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Victory Capital Management Inc
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
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WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
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VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
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Harbour Investments, Inc.
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Hrt Financial Lp
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Royal Bank Of Canada
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Deutsche Bank Ag\
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TD Waterhouse Canada Inc.
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Jennison Associates Llc
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Citadel Advisors Llc
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JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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RGM Capital, LLC
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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Guggenheim Capital Llc
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Two Sigma Investments, Lp
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MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
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Securian Funds Trust - SFT T. Rowe Price Value Fund
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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Bank Of Montreal /can/
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
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Carr Financial Group Corp
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Lombard Odier Asset Management (USA) Corp
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PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
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Tredje AP-fonden
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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Sachetta, LLC
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Mission Wealth Management, Lp
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QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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GAMMA Investing LLC
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Allianz Asset Management GmbH
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FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
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Xponance, Inc.
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FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
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Principia Wealth Advisory, LLC
|
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SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Arrowstreet Capital, Limited Partnership
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Oregon Public Employees Retirement Fund
|
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Centerpoint Advisors, LLC
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Raymond James Financial Inc
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Rice Partnership, LLC
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PVFAX - PARADIGM FUNDS - Paradigm Value Fund
|
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Sit Investment Associates Inc
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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Coldstream Capital Management Inc
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ProShare Advisors LLC
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Guinness Asset Management LTD
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Nomura Asset Management Co Ltd
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Cwm, Llc
|
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Amalgamated Bank
|
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JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
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|
Tocqueville Asset Management L.p.
|
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MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
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|
|
Leslie Global Wealth, LLC
|
|
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|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
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|
Royal London Asset Management Ltd
|
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|
Private Advisor Group, LLC
|
|
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|
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FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
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|
|
Slocum, Gordon & Co LLP
|
|
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|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
Pullen Investment Management, LLC
|
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|
Byrne Asset Management LLC
|
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|
Farmers & Merchants Investments Inc
|
|
|
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|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
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|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
|
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
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SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
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|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
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|
|
Wolff Wiese Magana Llc
|
|
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WealthTrak Capital Management LLC
|
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|
