CBSH / Commerce Bancshares, Inc. - Net Long/Short Value

Commerce Bancshares, Inc.
US ˙ NasdaqGS ˙ US2005251036

CBSH / Commerce Bancshares, Inc. - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
EAPDX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Dividend Income Fund Investor Class
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
S&t Bank/pa
DAACX - Adviser Managed Trust - Diversified Equity Fund
Envestnet Asset Management Inc
Jane Street Group, Llc
Abn Amro Investment Solutions
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
Optiver Holding B.V.
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
EBI - RBB Fund Trust - Longview Advantage ETF
Point72 Hong Kong Ltd
Farringdon Capital, Ltd.
Hemington Wealth Management
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
Bruce G. Allen Investments, LLC
High Note Wealth, LLC
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
BOSOX - BOSTON TRUST WALDEN FUNDS - Boston Trust Small Cap Fund
Russell Investments Group, Ltd.
First Command Advisory Services, Inc.
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
Mv Capital Management, Inc.
EQ ADVISORS TRUST - EQ/Value Equity Portfolio Class IB
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
Fulton Bank, N.a.
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Buckingham Strategic Partners
Monetary Management Group Inc
Smartleaf Asset Management LLC
Elo Mutual Pension Insurance Co
First Horizon Advisors, Inc.
Outlook Wealth Advisors, LLC
Caliber Wealth Management, LLC / KS
North Star Investment Management Corp.
GAMMA Investing LLC
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
Plancorp, LLC
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
V-Square Quantitative Management LLC
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
Missouri Trust & Investment Co
MLPIX - Profunds - Mid-cap Value Profund Investor Class
Smith Shellnut Wilson Llc /adv
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
Cromwell Holdings LLC
Federation des caisses Desjardins du Quebec
Sound Stewardship, LLC
BlackRock, Inc.
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
Boothbay Fund Management, Llc
FSCS - FIRST TRUST EXCHANGE-TRADED FUND VI - Mid Cap US Equity Select ETF
ISAM Funds (UK) Ltd
AdvisorNet Financial, Inc
Td Private Client Wealth Llc
Kovitz Investment Group Partners, LLC
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
Great West Life Assurance Co /can/
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
CBOE Vest Financial, LLC
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
Heartland Bank & Trust Co
Rialto Wealth Management, LLC
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
Private Advisor Group, LLC
Midwest Trust Co
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
MCF Advisors LLC
Avion Wealth
UBS Group AG
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Pnc Financial Services Group, Inc.
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares
State of New Jersey Common Pension Fund D
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
BNP Paribas Asset Management Holding S.A.
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
Tudor Investment Corp Et Al
Royal Bank Of Canada
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
HHM Wealth Advisors, LLC
NOMIX - Northern Funds - Northern Mid Cap Index Fund
Hughes Financial Services, LLC
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
Stratos Wealth Partners, LTD.
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
D. E. Shaw & Co., Inc.
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
Bokf, Na
KBC Group NV
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
Covestor Ltd
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
Rowland & Co Investment Counsel/adv
Aquatic Capital Management LLC
Mount Yale Investment Advisors, LLC
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
Twinbeech Capital Lp
SG Americas Securities, LLC
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
YANKCOM Partnership
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
CI Private Wealth, LLC
Northern Trust Corp
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
Pathstone Holdings, LLC
Cornerstone Wealth Management, LLC
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
Simmons Bank
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
Aqr Capital Management Llc
Smithfield Trust Co
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Van Eck Associates Corp
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
MTM Investment Management, LLC
Zurcher Kantonalbank (Zurich Cantonalbank)
Colonial Trust Co / SC
Cooke & Bieler Lp
Nuveen, LLC
REGL - PROSHARES TRUST - ProShares S&P MidCap 400 Dividend Aristocrats ETF
Aigen Investment Management, Lp
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I
Horizon Investments, LLC
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
Profunds - Profund Vp Mid-cap Value
True Wealth Design, LLC
Public Employees Retirement Association Of Colorado
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
PineBridge Investments, L.P.
City State Bank
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
Strategic Wealth Partners, Ltd.
Adage Capital Partners Gp, L.l.c.
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Geode Capital Management, Llc
BTSMX - BOSTON TRUST WALDEN FUNDS - Boston Trust SMID Cap Fund
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
State Street Corp
American Century Companies Inc
State of Alaska, Department of Revenue
OBSOX - OBERWEIS FUNDS - Oberweis Small-Cap Opportunities Fund Investor Class
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Nfj Investment Group, Llc
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
Citadel Advisors Llc
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
Savant Capital, LLC
Private Trust Co Na
Sittner & Nelson, Llc
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Meeder Asset Management Inc
Wedge Capital Management L L P/nc
Principal Financial Group Inc
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
CarsonAllaria Wealth Management, Ltd.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
Franklin Resources Inc
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
Morton Community Bank
Profund Advisors Llc
Virginia Retirement Systems Et Al
Norges Bank
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
Tradewinds Capital Management, LLC
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
MSH Capital Advisors LLC
VMNVX - VANGUARD WHITEHALL FUNDS - Vanguard Global Minimum Volatility Fund Admiral Shares
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
Teachers Retirement System Of The State Of Kentucky
Rise Advisors, LLC
Apollon Wealth Management, LLC
Gibraltar Capital Management, Inc.
Elevation Series Trust - RiverNorth Patriot ETF
QDEF - FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund
Huntington National Bank
Apriem Advisors
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Prudential Financial Inc
Cetera Investment Advisers
IHT Wealth Management, LLC
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
Signaturefd, Llc
Adirondack Trust Co
Captrust Financial Advisors
Summit Financial, LLC
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
Ameritas Investment Partners, Inc.
Illinois Municipal Retirement Fund
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Parkside Financial Bank & Trust
Wood Tarver Financial Group, LLC
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
Edgestream Partners, L.P.
Nomura Asset Management Co Ltd
Detalus Advisors, LLC
Regions Financial Corp
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
State of Tennessee, Treasury Department
Quest Partners LLC
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
Bank of New York Mellon Corp
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
Lazard Asset Management Llc
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
Sandy Spring Bank
Wiley Bros.-aintree Capital, Llc
Park Place Capital Corp
Country Trust Bank
Symphony Financial, Ltd. Co.
Quadrant Capital Group Llc
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
Garde Capital, Inc.
Bank & Trust Co
Handelsbanken Fonder AB
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
Binnacle Investments Inc
Two Sigma Investments, Lp
Centerpoint Advisory Group
HighTower Advisors, LLC
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Cwm, Llc
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
MBOVX - M FUND INC - M Large Cap Value Fund
Prelude Capital Management, Llc
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A
Clark & Stuart, Inc
XMLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap Low Volatility ETF
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
Montag A & Associates Inc
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
Fifth Third Wealth Advisors LLC
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
ICW Investment Advisors LLC
Ronald Blue Trust, Inc.
Paragon Capital Management LLC
Public Employees Retirement System Of Ohio
Wealthcare Advisory Partners LLC
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
Jfs Wealth Advisors, Llc
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
Treasurer of the State of North Carolina
Glenmede Trust Co Na
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
Manchester Capital Management LLC
STXM - EA Series Trust - Strive Mid-Cap ETF
STXV - EA Series Trust - Strive 1000 Value ETF
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Whittier Trust Co
ARIQX - Aristotle Funds Series Trust - Aristotle Value Equity Fund Class I
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
Grove Bank & Trust
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Susquehanna Fundamental Investments, Llc
Universal- Beteiligungs- und Servicegesellschaft mbH
Janus Henderson Group Plc
Dynamic Technology Lab Private Ltd
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
Klp Kapitalforvaltning As
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
Snowden Capital Advisors LLC
Invesco Ltd.
Atwood & Palmer Inc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Kesler, Norman & Wride, LLC
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
BRYN MAWR TRUST Co
Headlands Technologies LLC
Xponance, Inc.
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
Eukles Asset Management
IFG Advisory, LLC
Trust Point Inc.
MML Series Investment Fund II - MML Equity Fund Initial Class
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
Fairman Group, LLC
XTX Topco Ltd
Commerce Bank
Country Club Bank /gfn
Ci Investments Inc.
Voya Global Equity Dividend & Premium Opportunity Fund
Jump Financial, LLC
Boston Trust Walden Corp
Police & Firemen's Retirement System of New Jersey
Plante Moran Financial Advisors, LLC
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
BKD Wealth Advisors, LLC
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
Barclays Plc
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
Hilton Capital Management, LLC
EverSource Wealth Advisors, LLC
Teacher Retirement System Of Texas
Algert Global Llc
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
CNB Bank
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
Oberweis Asset Management Inc/
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
DRW Securities, LLC
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
Thrivent Financial For Lutherans
Liberty All Star Equity Fund
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Keebeck Alpha, LP
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
Syntegra Private Wealth Group, LLC
Duncker Streett & Co Inc
Lido Advisors, LLC
Allworth Financial LP
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
Colony Group, LLC
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
Comerica Bank
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Harbor Investment Advisory, Llc
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Clarity Asset Management, Inc.
O'shaughnessy Asset Management, Llc
Fisher Asset Management, LLC
SMCO - Tidal Trust II - Hilton Small-MidCap Opportunity ETF
Dimensional Fund Advisors Lp
RMB Capital Management, LLC
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
AE Wealth Management LLC
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
Lindenwold Advisors
Vaughan David Investments Inc/il
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
Citigroup Inc
Callan Family Office, LLC
Northwestern Mutual Wealth Management Co
Spdr S&p Midcap 400 Etf Trust
State Of Wisconsin Investment Board
Chicago Partners Investment Group LLC
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
IMA Wealth, Inc.
Creative Financial Designs Inc /adv
Coldstream Capital Management Inc
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
Royal London Asset Management Ltd
Lindbrook Capital, Llc
Campbell & CO Investment Adviser LLC
Retirement Systems of Alabama
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
New York State Teachers Retirement System
Kestra Advisory Services, LLC
Atomi Financial Group, Inc.
TWEIX - American Century Capital Portfolios Inc - Equity Income Fund Investor Class
Financial Advocates Investment Management
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
Crossmark Global Holdings, Inc.
Hsbc Holdings Plc
Cerity Partners LLC
Raleigh Capital Management Inc.
Victory Capital Management Inc
Wealth Enhancement Advisory Services, Llc
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
California Public Employees Retirement System
Frank, Rimerman Advisors LLC
Mid-American Wealth Advisory Group, Inc.
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
New Mexico Educational Retirement Board
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
Rhumbline Advisers
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
Benjamin Edwards Inc
Cedar Mountain Advisors, LLC
Summit Trail Advisors, Llc
Rothschild Investment Llc
Voya Global Advantage & Premium Opportunity Fund
Global Retirement Partners, LLC
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
PQNAX - ALLIANZ FUNDS - AllianzGI NFJ Mid-Cap Value Fund A
Moneta Group Investment Advisors Llc
IFP Advisors, Inc
Charles Schwab Investment Management Inc
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
Mattern Capital Management, Llc
State Of Michigan Retirement System
Profunds - Profund Vp Mid-cap Growth
Bayforest Capital Ltd
Schonfeld Strategic Advisors LLC
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
CIBC Private Wealth Group, LLC
Fiduciary Trust Co
Moloney Securities Asset Management, LLC
Kennedy Capital Management, Inc.
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
MQS Management LLC
Whipplewood Advisors, LLC
Schroder Investment Management Group
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
Hancock Whitney Corp
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
NORTHERN FUNDS - U.S. Quality ESG Fund Class I
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
LGLV - SPDR SERIES TRUST - SPDR SSGA US Large Cap Low Volatility Index ETF
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
STXG - EA Series Trust - Strive 1000 Growth ETF
Us Bancorp \de\
CIBC Asset Management Inc
Allianzgi Nfj Dividend, Interest & Premium Strategy Fund
HFM Investment Advisors, LLC
Trust Co
Mutual Of America Capital Management Llc
WPG Advisers, LLC
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Baird Financial Group, Inc.
Steward Partners Investment Advisory, Llc
Geneos Wealth Management Inc.
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
First National Bank of Hutchinson
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Waterfront Wealth Inc.
DT Investment Partners, LLC
Mach-1 Financial Group, Inc.
Neville Rodie & Shaw Inc
Mml Investors Services, Llc
Wealth Alliance Advisory Group, LLC
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
Claris Advisors, Llc / Mo /
Granite FO LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Arizona State Retirement System
TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
Stephens Inc /ar/
Vident Advisory, LLC
Strategy Asset Managers Llc
Shelton Capital Management
Goldman Sachs Group Inc
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
Susquehanna International Group, Llp
Robeco Institutional Asset Management B.V.
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
Balyasny Asset Management Llc
MetLife Investment Management, LLC
Northwestern Mutual Investment Management Company, Llc
Eq Wealth Advisors, Llc
MDPIX - Profunds - Mid-cap Profund Investor Class
United Advisor Group, LLC
Diversify Advisory Services, LLC
Beck Mack & Oliver Llc
Utah Retirement Systems
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
Truist Financial Corp
Cresset Asset Management, LLC
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
WASMX - BOSTON TRUST WALDEN FUNDS - Walden SMID Cap Fund
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
Pictet Asset Management Holding SA
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
Humankind Benefit Corp - Humankind US Stock ETF
Securian Asset Management, Inc
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
Daiwa Securities Group Inc.
Ogorek Anthony Joseph /ny/ /adv
New York State Common Retirement Fund
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
Ontario Teachers Pension Plan Board
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
TFC Financial Management
Congress Wealth Management LLC / DE /
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
Thurston, Springer, Miller, Herd & Titak, Inc.
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Bank Of Montreal /can/
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Arrowstreet Capital, Limited Partnership
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
Farmers & Merchants Investments Inc
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
Bare Financial Services, Inc
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
Commonwealth Equity Services, Llc
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
CX Institutional
Boxwood Ventures, Inc.
Forum Financial Management, LP
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
Concurrent Investment Advisors, LLC
Advisors Capital Management, LLC
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
Brown Brothers Harriman & Co
Sei Investments Co
WCG Wealth Advisors LLC
Thomas Story & Son Llc
Legal & General Group Plc
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
Natixis Advisors, L.p.
Vanguard Group Inc
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
Heritage Trust Co
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
Merit Financial Group, LLC
Voloridge Investment Management, Llc
Farther Finance Advisors, LLC
Elser Financial Planning, Inc
Verition Fund Management LLC
Cubist Systematic Strategies, LLC
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
Aster Capital Management (DIFC) Ltd
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
Morgan Stanley
Stonebridge Financial Group, LLC
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
Fox Run Management, L.l.c.
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Laurel Wealth Advisors LLC
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
Novem Group
Scientech Research LLC
Point72 (DIFC) Ltd
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Swiss National Bank
Capital Advisors Inc/ok
17 Capital Partners, Llc
Skopos Labs, Inc.
Bank Of America Corp /de/
Federated Hermes, Inc.
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Bessemer Group Inc
Peregrine Asset Advisers, Inc.
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
Atria Investments Llc
CoreCap Advisors, LLC
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
Man Group plc
IWB - iSHARES TRUST - iShares Russell 1000 ETF
C M Bidwell & Associates Ltd
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
Nicholson Wealth Management Group, LLC
Qube Research & Technologies Ltd
Picton Mahoney Asset Management
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
Price T Rowe Associates Inc /md/
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
Fmr Llc
Janney Montgomery Scott LLC
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
Credential Qtrade Securities Inc.
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
Mercer Global Advisors Inc /adv
Brandywine Global Investment Management, LLC
PNEAX - Virtus Investment Trust - Virtus NFJ Dividend Value Fund A
Prime Capital Investment Advisors, LLC
Private Wealth Management Group, LLC
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
HSMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Small/Mid ETF
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
Stifel Financial Corp
Speece Thorson Capital Group Inc
Orion Investment Co
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
Mitsubishi UFJ Trust & Banking Corp
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
Sachetta, LLC
Maryland State Retirement & Pension System
PENN SERIES FUNDS INC - Mid Core Value Fund
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
CoreFirst Bank & Trust
IGHSX - Voya VARIABLE PORTFOLIOS INC - Voya Global Equity Portfolio Class S
VCGAX - VALIC Co I - Growth & Income Fund
Quarry LP
VFMV - VANGUARD WELLINGTON FUND - Vanguard U.S. Minimum Volatility ETF ETF Shares
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
FTDS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Total US Market AlphaDEX ETF
Voya Investment Management Llc
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
Graham Capital Management, L.P.
Kestra Private Wealth Services, Llc
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
Assetmark, Inc
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
XML Financial, LLC
Sequoia Financial Advisors, LLC
Y-Intercept (Hong Kong) Ltd
Park Square Financial Group, LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
PFW Advisors LLC
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A
Fifth Third Bancorp
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Alliancebernstein L.p.
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
JustInvest LLC
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Aristotle Capital Management, LLC
Asset Dedication, LLC
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
Panagora Asset Management Inc
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Polymer Capital Management (US) LLC
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
Modern Wealth Management, LLC
Versant Capital Management, Inc
Renaissance Technologies Llc
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
Los Angeles Capital Management Llc
SBI Securities Co., Ltd.
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
FSUVX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Low Volatility Index Fund
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
EP Wealth Advisors, Inc.
Parkworth Wealth Management, Inc.
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Massmutual Trust Co Fsb/adv
HB Wealth Management, LLC
Dogwood Wealth Management LLC
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
Marshall Financial Group LLC
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
Quantinno Capital Management LP
Manufacturers Life Insurance Company, The
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Mountain Pacific Investment Advisers Inc/id
MAI Capital Management
LUSIX - LAZARD FUNDS INC - Lazard US Systematic Small Cap Equity Portfolio Institutional Shares
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
VestGen Advisors, LLC
Amalgamated Bank
Financial Advisory Service, Inc.
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
SOUTH STATE Corp
DIAMX - DIAMOND HILL FUNDS - Diamond Hill Long-Short Fund Class A
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I
Jones Financial Companies Lllp
Hartland & Co., LLC
LRI Investments, LLC
Cambridge Investment Research Advisors, Inc.
ProShare Advisors LLC
Holocene Advisors, LP
Advisor Group Holdings, Inc.
Isthmus Partners, Llc
Guggenheim Capital Llc
Creative Planning
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
First Bank & Trust
SJS Investment Consulting Inc.
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
Louisiana State Employees Retirement System
Raymond James Financial Inc
Tiaa Trust, National Association
California State Teachers Retirement System
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
Laurion Capital Management LP
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Pacer Advisors, Inc.
Profunds - Profund Vp Ultramid-cap
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
CZA - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Zacks Mid-Cap ETF
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
Teza Capital Management LLC
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
Point72 Asia (Singapore) Pte. Ltd.
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
Activest Wealth Management
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
First Citizens Bank & Trust Co
Mutual Advisors, LLC
Millennium Management Llc
Neuberger Berman Group LLC
SRS Capital Advisors, Inc.
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
Fortitude Family Office, LLC
Glenmede Investment Management, LP
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES
Parallel Advisors, LLC
Meritage Portfolio Management
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
SUSLX - LAZARD FUNDS INC - Lazard US Sustainable Equity Portfolio Open Shares
Profunds - Profund Vp Banks
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
Proathlete Wealth Management Llc
Nisa Investment Advisors, Llc
Twin Peaks Wealth Advisors, LLC
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
Mariner, LLC
IYF - iSHARES TRUST - iShares U.S. Financials ETF
Brevan Howard Capital Management LP
Cushing Capital Partners, LLC
Bartlett & Co. Wealth Management Llc
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
Ubs Asset Management Americas Inc
Sterling Capital Management LLC
Nbc Securities, Inc.
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
Jpmorgan Chase & Co
CENTRAL TRUST Co
Deutsche Bank Ag\
Bay Harbor Wealth Management, LLC
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
Kavar Capital Partners Group, Llc
GWM Advisors LLC
FLDFX - Meeder Funds - BALANCED FUND Retail Class
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
Financiere des Professionnels - Fonds d,investissement inc.
Larson Financial Group LLC
Atticus Wealth Management, Llc
Axxcess Wealth Management, Llc
UMPIX - Profunds - Ultramid-cap Profund Investor Class
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
State Board Of Administration Of Florida Retirement System
Bnp Paribas Arbitrage, Sa
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
New Age Alpha Advisors, LLC
Employees Retirement System of Texas
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
Texas Permanent School Fund
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
Jag Capital Management, Llc
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
First Trust Advisors Lp
Oregon Public Employees Retirement Fund
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
Ethic Inc.
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
Engineers Gate Manager LP
DiNuzzo Private Wealth, Inc.
Point72 Asset Management, L.P.
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
BI Asset Management Fondsmaeglerselskab A/S
Yousif Capital Management, Llc
Strs Ohio
Warburton Capital Management, LLC
Convergence Financial, LLC
Crawford Investment Counsel Inc
Wells Fargo & Company/mn
Private Wealth Asset Management, LLC
Virtu Financial LLC
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
Verde Capital Management
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
Capital Advisors, Ltd. LLC
Canopy Partners, LLC
Rafferty Asset Management, LLC
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Oak Thistle LLC
Integrated Wealth Concepts LLC
Umb Bank N A/mo
M&t Bank Corp
Meyer Handelman Co
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
Transce3nd, LLC
VMIDX - VALIC Co I - Mid Cap Index Fund
First Financial Bank - Trust Division
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
Oppenheimer & Co Inc
Ensign Peak Advisors, Inc
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
Ameriprise Financial Inc
LPL Financial LLC
Sherbrooke Park Advisers Llc
Advanced Series Trust - Ast Small-cap Growth Portfolio
Tower Research Capital LLC (TRC)
Toroso Investments, LLC
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
Hantz Financial Services, Inc.
Other Listings
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