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Forum Financial Management, LP
|
|
|
|
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|
Candriam Luxembourg S.C.A.
|
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|
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|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
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|
Bailard, Inc.
|
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|
Keybank National Association/oh
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
MVEIX - Monteagle Funds - Monteagle Select Value Fund Institutional Class
|
|
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
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|
Elefante Mark B
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GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
|
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|
Mml Investors Services, Llc
|
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|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
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|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
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|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
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|
Merit Financial Group, LLC
|
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|
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
|
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SOUTH STATE Corp
|
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CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
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|
PENN SERIES FUNDS INC - Index 500 Fund
|
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Rafferty Asset Management, LLC
|
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
|
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|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
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|
Brighthouse Funds Trust II - VanEck Global Natural Resources Portfolio Class A
|
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|
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|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
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|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
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|
Ledyard National Bank
|
|
|
|
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TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
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|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
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BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
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|
SJS Investment Consulting Inc.
|
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|
Annis Gardner Whiting Capital Advisors, LLC
|
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THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
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|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
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|
Harbour Investments, Inc.
|
|
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USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
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|
BOK Financial Private Wealth, Inc.
|
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Mn Services Vermogensbeheer B.V.
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Agate Pass Investment Management, LLC
|
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La Banque Postale Asset Management SA
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UMA Financial Services, Inc.
|
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NOSIX - Northern Funds - Northern Stock Index Fund
|
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|
Nuveen, LLC
|
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DekaBank Deutsche Girozentrale
|
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New York Life Investment Management Llc
|
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MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
|
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|
NewSquare Capital LLC
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ORG Partners LLC
|
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Panagora Asset Management Inc
|
|
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
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Profunds - Profund Vp Basic Materials
|
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|
Toroso Investments, LLC
|
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Forsta Ap-fonden
|
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Qsemble Capital Management, LP
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
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|
Versant Capital Management, Inc
|
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|
RD Lewis Holdings, Inc.
|
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Massmutual Trust Co Fsb/adv
|
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|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
RSPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Materials ETF
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
FWATX - FIDELITY SCHOOL STREET TRUST - Fidelity Advisor Multi-Asset Income Fund Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Lipe & Dalton
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Baader Bank INC
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Markel Corp
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
International Assets Investment Management, Llc
|
|
|
|
|
|
GHAAX - VanEck Funds - Global Hard Assets Fund Class A
|
|
|
|
|
|
Oddo Bhf Asset Management Sas
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
|
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Wesleyan Assurance Society
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
AFDIX - American Century Mutual Funds, Inc. - Sustainable Equity Fund Investor Class
|
|
|
|
|
|
Tradition Wealth Management, LLC
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Putnam ETF Trust - Putnam Focused Large Cap Value ETF -
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
GGOIX - GOLDMAN SACHS TRUST - Goldman Sachs Growth Opportunities Fund Institutional
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
Halbert Hargrove Global Advisors, Llc
|
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
American National Bank
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Western Pacific Wealth Management, LP
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Bear Mountain Capital, Inc.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
|
|
|
|
|
Castleview Partners, Llc
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
Mirova US LLC
|
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Alerus Financial Na
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
EAFVX - EATON VANCE GROWTH TRUST - Eaton Vance Focused Value Opportunities Fund Class A
|
|
|
|
|
|
Oxford Asset Management Llp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
NUMV - Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Institutional Investment Strategy Fund
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
UPGD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Raymond James SB-1 Equity ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Sage Mountain Advisors LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Meridian Financial, LLC
|
|
|
|
|
|
Norris Perne & French Llp/mi
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Nbt Bank N A /ny
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
VisionPoint Advisory Group, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Triangle Securities Wealth Management
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
Qtron Investments LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Simmons Bank
|
|
|
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|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Seeds Investor Llc
|
|
|
|
|
|
SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
|
|
|
|
|
|
FEKFX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income K6 Fund
|
|
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|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
ROKT - SPDR SERIES TRUST - SPDR S&P Kensho Final Frontiers ETF
|
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|
|
PUTNAM VARIABLE TRUST - Putnam VT Equity Income Fund Class IA Shares
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
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|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
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|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
|
|
|
|
|
Union Bancaire Privee, UBP SA
|
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
|
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|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
Clear Street Markets Llc
|
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|
|
LGT Financial Advisors LLC
|
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|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
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|
Stephens Inc /ar/
|
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Morgan Stanley
|
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HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
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|
Invesco Ltd.
|
|
|
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|
|
PARWX - PARNASSUS FUNDS - Parnassus Endeavor Fund Investor Shares
|
|
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|
|
|
Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
|
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|
|
|
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
|
|
|
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|
Guggenheim Strategic Opportunities Fund
|
|
|
|
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|
Bridgefront Capital, LLC
|
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ACLC - AMERICAN CENTURY ETF TRUST - American Century Sustainable Equity ETF
|
|
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|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
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|
Northwest & Ethical Investments L.P.
|
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|
S&t Bank/pa
|
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PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
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|
Klp Kapitalforvaltning As
|
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QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
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Creative Planning
|
|
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|
Credential Qtrade Securities Inc.
|
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|
Northern Trust Corp
|
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|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
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|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
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|
Texas Permanent School Fund
|
|
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|
Allspring Global Investments Holdings, LLC
|
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|
Dover Advisors, Llc
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
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|
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
|
|
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|
Strengthening Families & Communities, LLC
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Sustainable Leaders Fund Class IA Shares
|
|
|
|
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|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
J. W. Coons Advisors, LLC
|
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|
Jain Global LLC
|
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|
Advisors Asset Management, Inc.
|
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
|
|
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|
|
Dunhill Financial, LLC
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
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|
|
Sentry Investment Management Llc
|
|
|
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|
|
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
|
|
|
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|
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Northside Capital Management, LLC
|
|
|
|
|
|
Chilton Capital Management Llc
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
PNBAX - Virtus Investment Trust - Virtus NFJ Large-Cap Value Fund A
|
|
|
|
|
|
JVMAX - John Hancock Funds III - John Hancock Disciplined Value Mid Cap Fund Class A
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
|
|
|
|
|
|
Mbb Public Markets I Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Inspire Trust Co, N.a.
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Patton Fund Management, Inc.
|
|
|
|
|
|
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
|
|
|
|
|
Berkshire Bank
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
|
|
|
|
|
Belmont Capital, LLC
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
JGP Wealth Management, LLC
|
|
|
|
|
|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
Somerville Kurt F
|
|
|
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Mid-cap Growth Fund (a)
|
|
|
|
|
|
ASR Vermogensbeheer N.V.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
Prentice Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
Sawgrass Asset Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
|
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
|
BMPIX - Profunds - Basic Materials Ultrasector Profund Investor Class
|
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Clarity Financial LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
|
King Luther Capital Management Corp
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
|
|
|
|
Groupe la Francaise
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
BSW Wealth Partners
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
tru Independence LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Toth Financial Advisory Corp
|
|
|
|
|
|
Addenda Capital Inc.
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
Boston Common Asset Management, LLC
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
NEQIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman U.S. Equity Impact Fund Institutional Class
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Options Solutions, Llc
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
|
|
|
|
|
Howard Hughes Medical Institute
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
Lazard Freres Gestion S.A.S.
|
|
|
|
|
|
Profunds - Profund Vp Bull
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
Itau Unibanco Holding S.A.
|
|
|
|
|
|
Gts Securities Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Veracity Capital LLC
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
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|
Lombard Odier Asset Management (Europe) Ltd
|
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Glenmede Trust Co Na
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
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Grove Bank & Trust
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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Y-Intercept (Hong Kong) Ltd
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
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Nomura Asset Management Co Ltd
|
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Aqr Capital Management Llc
|
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KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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|
Arizona State Retirement System
|
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ExodusPoint Capital Management, LP
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WTV - WisdomTree Trust - WisdomTree U.S. Quality Shareholder Yield Fund N/A
|
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PMEGX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Mid-Cap Equity Growth Fund
|
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NewEdge Wealth, LLC
|
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
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1248 Management, LLC
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Ulysses Management LLC
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BI Asset Management Fondsmaeglerselskab A/S
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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Kentucky Retirement Systems
|
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Umb Bank N A/mo
|
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N.E.W. Advisory Services LLC
|
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Meridian Wealth Management, LLC
|
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Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
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Neo Ivy Capital Management
|
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Douglass Winthrop Advisors, LLC
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MorganRosel Wealth Management, LLC
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Burney Co/
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Principal Securities, Inc.
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PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
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KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
|
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Russell Investments Group, Ltd.
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Locust Wood Capital Advisers, Llc
|
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Motley Fool Wealth Management, LLC
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Gotham Asset Management, LLC
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Bank Of America Corp /de/
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Farringdon Capital, Ltd.
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Dorsey & Whitney Trust CO LLC
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Steward Partners Investment Advisory, Llc
|
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Daiwa Securities Group Inc.
|
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Broyhill Asset Management
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
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Delta Global Management LP
|
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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JNBA Financial Advisors
|
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MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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Traub Capital Management LLC
|
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Two Sigma Investments, Lp
|
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State of Wyoming
|
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
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ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
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Toronto Dominion Bank
|
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Pictet Asset Management Holding SA
|
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Goldman Sachs Group Inc
|
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VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
|
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|
Arrowstreet Capital, Limited Partnership
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
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|
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
|
|
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|
Kovitz Investment Group Partners, LLC
|
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
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|
|
Journey Strategic Wealth Llc
|
|
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|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Sterling Capital Management LLC
|
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|
|
Advisory Alpha, LLC
|
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|
|
Oppenheimer & Co Inc
|
|
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|
|
Evercore Wealth Management, LLC
|
|
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|
Private Wealth Asset Management, LLC
|
|
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|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
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|
Ancora Advisors, LLC
|
|
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|
|
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
|
|
|
|
|
|
London Co Of Virginia
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Sky Investment Group LLC
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
Delaney Dennis R
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Weiss Asset Management LP
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
PNOPX - PUTNAM SUSTAINABLE LEADERS FUND - PUTNAM SUSTAINABLE LEADERS FUND Class A Shares
|
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Parnassus Investments /ca
|
|
|
|
|
|
Crumly & Associates Inc.
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
National Pension Service
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Evelyn Partners Investment Management LLP
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
MXI - iSHARES TRUST - iShares Global Materials ETF
|
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
Houlihan Financial Resource Group, Ltd.
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
AMG National Trust Bank
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Gulf International Bank (UK) Ltd
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Badgley Phelps Wealth Managers, LLC
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
|
Bank Of Stockton
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
Angeles Wealth Management, Llc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Mizuho Markets Americas Llc
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
FWOZX - FIDELITY SUMMER STREET TRUST - Fidelity Women's Leadership Fund Fidelity Advisor Women's Leadership Fund: Class Z
|
|
|
|
|
|
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
|
|
|
|
|
|
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Cypress Wealth Services, LLC
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
XLB - SELECT SECTOR SPDR TRUST - The Materials Select Sector SPDR Fund
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
|
Epoch Investment Partners, Inc.
|
|
|
|
|
|
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
|
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
PACIFIC SELECT FUND - Mid-Cap Value Portfolio Class I
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
RWC Asset Management LLP
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
IGE - iSHARES TRUST - iShares North American Natural Resources ETF
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
|
Sivia Capital Partners, LLC
|
|
|
|
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|
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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|
Mackenzie Financial Corp
|
|
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|
Brown Brothers Harriman & Co
|
|
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|
SkyView Investment Advisors, LLC
|
|
|
|
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|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
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|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
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|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
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|
New York State Teachers Retirement System
|
|
|
|
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|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
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|
Fifth Third Bancorp
|
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Fragasso Group Inc.
|
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GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
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|
GeoWealth Management, LLC
|
|
|
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Bangor Savings Bank
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Norinchukin Bank, The
|
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Jones Financial Companies Lllp
|
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SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
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|
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
|
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|
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|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
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USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
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|
Baker Ellis Asset Management LLC
|
|
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DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
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|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP T. Rowe Price Equity Income Portfolio Initial Class
|
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|
|
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|
Palisade Asset Management, LLC
|
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LPL Financial LLC
|
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Brinker Capital Investments, LLC
|
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SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
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|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
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|
CenterBook Partners LP
|
|
|
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
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|
Adams Natural Resources Fund, Inc.
|
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|
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Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
|
|
|
|
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Hrt Financial Lp
|
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RYBIX - RYDEX SERIES FUNDS - Basic Materials Fund Investor Class
|
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|
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
|
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|
|
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XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
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Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
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|
Mufg Securities Americas Inc.
|
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
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Geode Capital Management, Llc
|
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
Walleye Trading LLC
|
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E. Ohman J:or Asset Management AB
|
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Tritonpoint Wealth, Llc
|
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FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
|
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IFM Investors Pty Ltd
|
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Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
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Ethic Inc.
|
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
Great West Life Assurance Co /can/
|
|
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|
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|
Quaker Wealth Management, LLC
|
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NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
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|
Snowden Capital Advisors LLC
|
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|
|
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|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
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|
|
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|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
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|
Riggs Asset Managment Co. Inc.
|
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|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
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|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
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|
Investment Management Corp of Ontario
|
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|
PFG Investments, LLC
|
|
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|
West Financial Advisors, LLC
|
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|
FEQIX - FIDELITY DEVONSHIRE TRUST - Fidelity Equity-Income Fund
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Resolute Capital Asset Partners LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
|
|
|
|
|
|
PRCS - PARNASSUS INCOME FUNDS - Parnassus Core Select ETF
|
|
|
|
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|
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
|
|
|
|
|
|
Laraway Financial Inc
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Leeward Investments, LLC - MA
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
Evergreen Private Wealth LLC
|
|
|
|
|
|
Dempze Nancy E
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
MXMGX - GREAT-WEST FUNDS INC - Great-West T. Rowe Price Mid Cap Growth Fund Investor Class
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
FNCRX - Franklin Strategic Series - Franklin Natural Resources Fund Class C
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
PEYAX - PUTNAM EQUITY INCOME FUND - PUTNAM EQUITY INCOME FUND Class A Shares
|
|
|
|
|
|
Foundations Investment Advisors, LLC
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Eaton Vance Tax Advantaged Dividend Income Fund
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
DESRX - DEUTSCHE DWS INVESTMENT TRUST - DWS ESG Core Equity Fund Class R
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Consumer Discretionary Sector Fund (A)
|
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
|
Jag Capital Management, Llc
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
Argent Trust Co
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
Iridian Asset Management Llc/ct
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
Builder Investment Group Inc /adv
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
Guggenheim Active Allocation Fund
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
|
|
|
|
|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
DnB Asset Management AS
|
|
|
|
|
|
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
|
|
|
|
|
|
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
MRJIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Real Assets Portfolio Class I
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
|
|
|
|
|
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Centurion Wealth Management LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
Wcm Investment Management, Llc
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
Western Wealth Management, LLC
|
|
|
|
|
|
Scientech Research LLC
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Nordea Investment Management Ab
|
|
|
|
|
|
Evelyn Partners Asset Management Ltd
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Basic Materials Variable Annuity
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Leaders ETF -
|
|
|
|
|
|
Albion Financial Group /ut
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Broadleaf Partners, LLC
|
|
|
|
|
|
Vinva Investment Management Ltd
|
|
|
|
|
|
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
|
|
|
|
|
|
Kiker Wealth Management, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
DAVENPORT & Co LLC
|
|
|
|
|
|
Dai-Ichi Life Insurance Company, Ltd
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
PDT Partners, LLC
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Ostrum Asset Management
|
|
|
|
|
|
Hager Investment Management Services, Llc
|
|
|
|
|
|
Nuveen Nasdaq 100 Dynamic Overwrite Fund
|
|
|
|
|
|
Bedel Financial Consulting, Inc.
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
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|
Healthcare Of Ontario Pension Plan Trust Fund
|
|
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|
Utah Retirement Systems
|
|
|
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|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
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|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
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|
Public Sector Pension Investment Board
|
|
|
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
|
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UBS Group AG
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
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|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
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|
First Horizon Advisors, Inc.
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TRVLX - T. Rowe Price Value Fund, Inc. - T. Rowe Price Value Fund, Inc.
|
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|
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HighMark Wealth Management LLC
|
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|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
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|
Rakuten Investment Management, Inc.
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|
|
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|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
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|
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Man Group plc
|
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Talon Private Wealth, LLC
|
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PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
|
|
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|
|
Ossiam
|
|
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|
Sciencast Management LP
|
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Cullen/frost Bankers, Inc.
|
|
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|
CRFRX - CALVERT SOCIAL INVESTMENT FUND - Calvert Focused Value Fund Class R6
|
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
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GDLFX - FundVantage Trust - Gotham Defensive Long 500 Fund Institutional Class
|
|
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|
Algert Global Llc
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
RPMGX - T. Rowe Price Mid-Cap Growth Fund, Inc. - T. Rowe Price Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Tredje AP-fonden
|
|
|
|
|
|
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
FSDIX - FIDELITY SALEM STREET TRUST - Fidelity Strategic Dividend & Income Fund
|
|
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|
Geneos Wealth Management Inc.
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
D.a. Davidson & Co.
|
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|
North Star Asset Management Inc
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Diversify Advisory Services, LLC
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
JB Capital LLC
|
|
|
|
|
|
Adviser Investments LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
TMCPX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE MID CAP FUND Class Y
|
|
|
|
|
|
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Jacobi Capital Management LLC
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
Colton Groome Financial Advisors, Llc
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Growth & Income Fund Initial Class
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
|
|
|
|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Moors & Cabot, Inc.
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
|
Aviso Financial Inc.
|
|
|
|
|
|
Tax-Managed Value Portfolio - Tax-Managed Value Portfolio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Growth Fund Initial Class
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Catalyst Funds Management Pty Ltd
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Twin Tree Management, LP
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
Stratos Wealth Partners, LTD.
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
|
Eads & Heald Wealth Management
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
FMAT - FIDELITY COVINGTON TRUST - Fidelity MSCI Materials Index ETF
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
Lester Murray Antman dba SimplyRich
|
|
|
|
|
|
MSOAX - MAINSTAY FUNDS - MainStay MacKay Common Stock Fund Class A
|
|
|
|
|
|
Townsend & Associates, Inc
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Trillium Asset Management, Llc
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
FGILX - FIDELITY INVESTMENT TRUST - Fidelity Global Equity Income Fund
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
Notis-McConarty Edward
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
Copley Financial Group, Inc.
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Old National Bancorp /in/
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Swedbank AB
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Comstock Portfolio Class I
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Deprince Race & Zollo Inc
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Gradient Investments LLC
|
|
|
|
|
|
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials
|
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
City Holding Co
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Brighthouse Funds Trust I - T. Rowe Price Mid Cap Growth Portfolio Class A
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Townsend Asset Management Corp /nc/ /adv
|
|
|
|
|
|
Pin Oak Investment Advisors Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
|
|
|
|
|
|
Aristeia Capital Llc
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
QAMWEX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Mid-Cap Growth Portfolio
|
|
|
|
|
|
KilterHowling LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
Kozak & Associates, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Callan Family Office, LLC
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
PRBLX - PARNASSUS INCOME FUNDS - Parnassus Core Equity Fund Investor Shares
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Securian Funds Trust - SFT T. Rowe Price Value Fund
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
Capital A Wealth Management, LLC
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Mattson Financial Services, LLC
|
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
|
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
|
|
|
|
|
|
Oversea-Chinese Banking CORP Ltd
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
Spf Beheer Bv
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
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Railway Pension Investments Ltd
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
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Natixis Advisors, L.p.
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Truist Financial Corp
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
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Tower Research Capital LLC (TRC)
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Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
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D. E. Shaw & Co., Inc.
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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GW&K Investment Management, LLC
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
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Meeder Advisory Services, Inc.
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Kidder Stephen W
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
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APG Asset Management N.V.
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Advisor Resource Council
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Hemenway Trust Co LLC
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SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
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Inceptionr Llc
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Independence Bank of Kentucky
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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Prospera Financial Services Inc
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Petra Financial Advisors Inc
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WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
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Everhart Financial Group, Inc.
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Jnl Series Trust - Jnl/t. Rowe Price Value Fund (a)
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EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
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O'shaughnessy Asset Management, Llc
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Intech Investment Management Llc
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Sepio Capital, LP
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GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
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HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
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Pnc Financial Services Group, Inc.
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BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
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Brighton Jones Llc
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Fjarde Ap-fonden /fourth Swedish National Pension Fund
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Boston Partners
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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Simon Quick Advisors, Llc
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RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
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Evermay Wealth Management Llc
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St Germain D J Co Inc
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Metis Global Partners, LLC
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Quadrant Capital Group Llc
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Capstone Investment Advisors, Llc
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
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Cetera Investment Advisers
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VanEck VIP Trust - VanEck VIP Global Hard Assets Fund Initial Class
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Parkworth Wealth Management, Inc.
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Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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Westside Investment Management, Inc.
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
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EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
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Private Wealth Management Group, LLC
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
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Natixis
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Commerce Bank
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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Sachetta, LLC
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EverSource Wealth Advisors, LLC
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Freestone Capital Holdings, LLC
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
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Hunter Associates Investment Management Llc
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Korea Investment CORP
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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VVMCX - VALIC Co I - Mid Cap Value Fund
|
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Two Sigma Securities, Llc
|
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|
EP Wealth Advisors, Inc.
|
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Everence Capital Management Inc
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
|
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|
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
|
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|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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Assetmark, Inc
|
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|
BLPIX - Profunds - Bull Profund Investor Class
|
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|
Intact Investment Management Inc.
|
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|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
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|
|
Envestnet Portfolio Solutions, Inc.
|
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|
Eukles Asset Management
|
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|
Mosaic Family Wealth Partners, Llc
|
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|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
Hazlett, Burt & Watson, Inc.
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
EHSTX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Large-Cap Value Fund Class A
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Smith, Moore & Co.
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Brown Financial Advisors
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
180 Wealth Advisors, Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
GCBLX - GREEN CENTURY FUNDS - GREEN CENTURY BALANCED FUND Individual Investor Class
|
|
|
|
|
|
Gables Capital Management Inc.
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
Delta Capital Management Llc
|
|
|
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|
|
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
Credential Securities Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
FDWM - FIDELITY COVINGTON TRUST - Fidelity Women's Leadership ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
Icon Advisers Inc/co
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
WCMAX - Investment Managers Series Trust - WCM Focused Mid Cap Fund Institutional Class Shares
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
TWBIX - American Century Mutual Funds, Inc. - Balanced Fund Investor Class
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Intrepid Financial Planning Group LLC
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Equity-Income Portfolio Initial Class
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
MEFAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Mid Cap Growth Fund Class A
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
PENN SERIES FUNDS INC - Large Core Value Fund
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
OCEN - IndexIQ ETF Trust - IQ Clean Oceans ETF
|
|
|
|
|
|
Dividend Asset Capital, Llc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
VMIAX - VANGUARD WORLD FUND - Vanguard Materials Index Fund Admiral Shares
|
|
|
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|
