COLB / Columbia Banking System, Inc. - Net Long/Short Value

Columbia Banking System, Inc.
US ˙ NasdaqGS ˙ US1972361026

COLB / Columbia Banking System, 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)
Sittner & Nelson, Llc
Scientech Research LLC
Great West Life Assurance Co /can/
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
Kiley Juergens Wealth Management, Llc
Toroso Investments, LLC
Twin Peaks Wealth Advisors, LLC
IMS Capital Management
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
Whittier Trust Co Of Nevada Inc
CAPROCK Group, Inc.
American Century Companies Inc
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
Los Angeles Capital Management Llc
Susquehanna Fundamental Investments, Llc
Retirement Systems of Alabama
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
Pacific Center for Financial Services
Pnc Financial Services Group, Inc.
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
LPL Financial LLC
FourThought Financial Partners, LLC
Fifth Third Bancorp
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
IWB - iSHARES TRUST - iShares Russell 1000 ETF
California Public Employees Retirement System
Sterling Capital Management LLC
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
Sippican Capital Advisors
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
Janney Montgomery Scott LLC
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
Sowell Financial Services LLC
Hotchkis & Wiley Capital Management Llc
WealthCollab, LLC
CI Private Wealth, LLC
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II
Orion Portfolio Solutions, LLC
Palisade Capital Management Llc/nj
Smartleaf Asset Management LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
Pathstone Holdings, LLC
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
Cedar Mountain Advisors, LLC
Whittier Trust Co
Maltese Capital Management Llc
Versant Capital Management, Inc
JNL SERIES TRUST - JNL/Westchester Capital Event Driven Fund (A)
Cromwell Holdings LLC
True Wealth Design, LLC
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
Range Financial Group LLC
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
Silvercrest Asset Management Group Llc
RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
CWC Advisors, LLC.
Oak Thistle LLC
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
Erste Asset Management GmbH
Commonwealth Equity Services, Llc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
State Board Of Administration Of Florida Retirement System
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
Quarry LP
KBC Group NV
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
Rise Advisors, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
Capital Advisors Wealth Management, LLC
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
Ameriprise Financial Inc
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
Northern Trust Corp
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
D.a. Davidson & Co.
Hsbc Holdings Plc
Robertson Stephens Wealth Management, LLC
Xponance, Inc.
ExodusPoint Capital Management, LP
Umpqua Bank
Norges Bank
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
Rialto Wealth Management, LLC
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
AdvisorNet Financial, Inc
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
Citadel Advisors Llc
Bell Investment Advisors, Inc
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
Hm Payson & Co
Brandywine Global Investment Management, LLC
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
Bruce G. Allen Investments, LLC
Parkside Financial Bank & Trust
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
Janus Henderson Group Plc
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
Bessemer Group Inc
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
CIBC Private Wealth Group, LLC
Citigroup Inc
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
MAI Capital Management
Captrust Financial Advisors
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
Gallagher Fiduciary Advisors, LLC
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Small Cap Value Fund Class 1
Brinker Capital Investments, LLC
MQS Management LLC
Oregon Public Employees Retirement Fund
C M Bidwell & Associates Ltd
Bellevue Asset Management, Llc
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
Advanced Series Trust - Ast Small-cap Growth Portfolio
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
SG Americas Securities, LLC
Snowden Capital Advisors LLC
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
PRISX - T. Rowe Price Financial Services Fund, Inc. - T. Rowe Price Financial Services Fund, Inc.
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
STSVX - BNY Mellon Investment Funds I - BNY Mellon Small Cap Value Fund Class I
PMEFX - Advisors' Inner Circle Fund III - PENN MUTUAL AM 1847 INCOME FUND I Shares
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
VVMCX - VALIC Co I - Mid Cap Value Fund
Northwestern Mutual Investment Management Company, Llc
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
TFO USA Ltd
John Hancock Financial Opportunities Fund
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
Vanguard Group Inc
Caitong International Asset Management Co., Ltd
Sepio Capital, LP
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
Kestra Investment Management, LLC
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
Td Asset Management Inc
EP Wealth Advisors, Inc.
Sequoia Financial Advisors, LLC
New Mexico Educational Retirement Board
State Street Corp
Sachetta, LLC
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares
Bank Of Montreal /can/
Swiss National Bank
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
Plante Moran Financial Advisors, LLC
Intech Investment Management Llc
Coldstream Capital Management Inc
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
Lsv Asset Management
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
Mach-1 Financial Group, Inc.
Vista Investment Management
Bank Of America Corp /de/
Millstone Evans Group, LLC
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
Gilman Hill Asset Management, LLC
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
Forum Financial Management, LP
Gamco Investors, Inc. Et Al
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
Cetera Investment Advisers
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
BNP Paribas Asset Management Holding S.A.
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
Pinnacle Holdings, LLC
Legal & General Group Plc
Td Private Client Wealth Llc
JustInvest LLC
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
Millennium Management Llc
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
Wellington Management Group Llp
FRVLX - Franklin Value Investors Trust - Franklin Small Cap Value Fund Class A
Guggenheim Capital Llc
Qrg Capital Management, Inc.
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class
Strategic Investment Solutions, Inc. /IL
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
New York State Common Retirement Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
Group One Trading, L.p.
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
BNY MELLON VARIABLE INVESTMENT FUND - Opportunistic Small Cap Portfolio - Initial Shares
Peregrine Asset Advisers, Inc.
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
IUSCX - UNIFIED SERIES TRUST - Fisher Investments Institutional Group U.S. Small Cap Equity Fund
Annis Gardner Whiting Capital Advisors, LLC
Nomura Asset Management Co Ltd
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
CSMIX - COLUMBIA FUNDS SERIES TRUST I - Columbia Small Cap Value Fund I Class A
Natixis Advisors, L.p.
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
Cooke & Bieler Lp
Alliancebernstein L.p.
GAMMA Investing LLC
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
CWSIX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Value Fund Class Chartwell
BRSDX - MFS SERIES TRUST X - MFS Blended Research Small Cap Equity Fund A
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
EMC Capital Management
Teachers Retirement System Of The State Of Kentucky
Evercore Wealth Management, LLC
Brown, Lisle/cummings, Inc.
DiNuzzo Private Wealth, Inc.
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Epoch Investment Partners, Inc.
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
SUNAMERICA SERIES TRUST - SA Franklin Small Company Value Portfolio Class 1
OASC - UNIFIED SERIES TRUST - OneAscent Small Cap Core ETF
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
First Trust Advisors Lp
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
Commerce Bank
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
Victory Capital Management Inc
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
Zwj Investment Counsel Inc
Parkworth Wealth Management, Inc.
Skopos Labs, Inc.
Segall Bryant & Hamill, Llc
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
Handelsbanken Fonder AB
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Hemington Wealth Management
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
William Blair Investment Management, Llc
Mitsubishi UFJ Trust & Banking Corp
Global Retirement Partners, LLC
BSW Wealth Partners
State of New Jersey Common Pension Fund D
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares
NOMIX - Northern Funds - Northern Mid Cap Index Fund
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
Franklin Templeton Variable Insurance Products Trust - Franklin Small Cap Value Vip Fund Class 1
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
HighTower Advisors, LLC
Copia Wealth Management
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
Boston Partners
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
HoldCo Asset Management, L.P.
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
Invesco Ltd.
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
UMPIX - Profunds - Ultramid-cap Profund Investor Class
Ieq Capital, Llc
Pzena Investment Management Llc
M&G Plc
Whipplewood Advisors, LLC
Retirement Wealth Solutions LLC
Zurcher Kantonalbank (Zurich Cantonalbank)
Dimensional Fund Advisors Lp
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Envestnet Asset Management Inc
North Ridge Wealth Advisors, Inc.
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
Centiva Capital, LP
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
Farther Finance Advisors, LLC
Franklin Resources Inc
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
Northwest Capital Management Inc
UMA Financial Services, Inc.
Riggs Asset Managment Co. Inc.
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II
Verition Fund Management LLC
Wolverine Trading, Llc
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Price T Rowe Associates Inc /md/
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
Wealth Enhancement Advisory Services, Llc
DAMDX - Dunham Funds - Dunham Monthly Distribution Fund Class A
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Penn Mutual Asset Management, LLC
Twinbeech Capital Lp
AIA Group Ltd
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class
Spire Wealth Management
Mount Yale Investment Advisors, LLC
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
DecisionPoint Financial, LLC
Allium Financial Advisors, Llc
Treasurer of the State of North Carolina
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
FRBAX - JOHN HANCOCK INVESTMENT TRUST II - Regional Bank Fund Class A
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class
Voya Investment Management Llc
Ensign Peak Advisors, Inc
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
Allworth Financial LP
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
Stieven Capital Advisors, L.P.
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Glenmede Investment Management, LP
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
PFSVX - LITMAN GREGORY FUNDS TRUST - PartnerSelect SBH Focused Small Value Fund Institutional Class
Twin Tree Management, LP
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
Dakota Wealth Management
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
John Hancock Tax-advantaged Dividend Income Fund
Police & Firemen's Retirement System of New Jersey
Bay Harbor Wealth Management, LLC
Mariner, LLC
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
DAACX - Adviser Managed Trust - Diversified Equity Fund
VMIDX - VALIC Co I - Mid Cap Index Fund
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
Easterly Investment Partners Llc
Picton Mahoney Asset Management
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
Paragon Capital Management Ltd
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
Chilton Investment Co Llc
Caxton Associates Llp
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
Comerica Bank
ProShare Advisors LLC
Wealthfront Advisers Llc
Northwestern Mutual Wealth Management Co
HSCVX - Two Roads Shared Trust - Hunter Small Cap Value Fund Class I
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
IFP Advisors, Inc
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
Prelude Capital Management, Llc
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
Clean Yield Group
Avion Wealth
CENTRAL TRUST Co
Angel Oak Financial Strategies Income Term Trust
SCHD - SCHWAB STRATEGIC TRUST - Schwab U.S. Dividend Equity ETF
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
Fortitude Family Office, LLC
Siena Capital Partners GP, LLC
Brevan Howard Capital Management LP
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
PZVSX - ADVISORS SERIES TRUST - Pzena Small Cap Value Fund Investor Class
Simon Quick Advisors, Llc
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
John Hancock Premium Dividend Fund
SLPAX - Sei Institutional Investments Trust - Siit Small Cap Fund - Class A
Corton Capital Inc.
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
Quadrant Capital Group Llc
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Shell Asset Management Co
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
Hartland & Co., LLC
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
Lighthouse Investment Partners, LLC
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
WBVNX - WILLIAM BLAIR FUNDS - William Blair Small Cap Value Fund Class N
Gould Capital, LLC
HFM Investment Advisors, LLC
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
Profunds - Profund Vp Ultramid-cap
Hantz Financial Services, Inc.
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
Signaturefd, Llc
BlackRock, Inc.
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class
Marshall Wace, Llp
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Utah Retirement Systems
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
Charles Schwab Investment Management Inc
Mercer Global Advisors Inc /adv
BI Asset Management Fondsmaeglerselskab A/S
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
Atlantic Trust, LLC
Huntington National Bank
TRUE Private Wealth Advisors
Ceredex Value Advisors LLC
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Arizona State Retirement System
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
GQLVX - GLENMEDE FUND INC - Quantitative U.S. Large Cap Value Equity Portfolio
Prudential Financial Inc
RYMSX - RYDEX SERIES FUNDS - Guggenheim Multi-Hedge Strategies Fund Class P
Ubs Asset Management Americas Inc
Atria Investments Llc
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Renaissance Technologies Llc
Campbell & CO Investment Adviser LLC
Keeley-Teton Advisors, LLC
Point72 (DIFC) Ltd
Mml Investors Services, Llc
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A
Stone House Investment Management, LLC
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
Principal Financial Group Inc
Thrivent Financial For Lutherans
Fisher Asset Management, LLC
Sit Investment Associates Inc
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
Optiver Holding B.V.
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
WWSAX - Teton Westwood Funds - Teton Westwood Small Cap Equity Fund Class A
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Simplex Trading, Llc
Tower Research Capital LLC (TRC)
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
Kingsview Wealth Management, LLC
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Small Cap Core Portfolio Initial Class
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
Texas Permanent School Fund
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
State Of Wisconsin Investment Board
Massmutual Trust Co Fsb/adv
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
Mirae Asset Global Investments Co., Ltd.
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
Profund Advisors Llc
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
Covestor Ltd
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
EBI - RBB Fund Trust - Longview Advantage ETF
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
Alps Advisors Inc
Caldwell Securities, Inc
Sei Investments Co
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
Thurston, Springer, Miller, Herd & Titak, Inc.
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
SRS Capital Advisors, Inc.
TD Waterhouse Canada Inc.
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
Royal Bank Of Canada
Kayne Anderson Rudnick Investment Management Llc
Aqr Capital Management Llc
Mutual Of America Capital Management Llc
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
Hunter Perkins Capital Management, LLC
HSMAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD SMALL CAP VALUE FUND Class A
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
Advisor Group Holdings, Inc.
Advanced Series Trust - Ast Advanced Strategies Portfolio
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
De Lisle Partners LLP
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
WealthTrak Capital Management LLC
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
Geneos Wealth Management Inc.
MDPIX - Profunds - Mid-cap Profund Investor Class
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
Universal- Beteiligungs- und Servicegesellschaft mbH
New York State Teachers Retirement System
Cwm, Llc
Ronald Blue Trust, Inc.
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
Fmr Llc
Hussman Strategic Advisors, Inc.
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I
Aster Capital Management (DIFC) Ltd
T. Rowe Price Investment Management, Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
MERFX - MERGER FUND - The Merger Fund - Investor Class Shares
VMAX - Lattice Strategies Trust - Hartford US Value ETF
Peregrine Capital Management Llc
Connor, Clark & Lunn Investment Management Ltd.
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
Neuberger Berman Group LLC
Profunds - Profund Vp Mid-cap Value
MLPIX - Profunds - Mid-cap Value Profund Investor Class
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
State of Tennessee, Treasury Department
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Mork Capital Management, LLC
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Essex Financial Services, Inc.
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R
Stifel Financial Corp
FORA Capital, LLC
Humankind Benefit Corp - Humankind US Stock ETF
COVAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Value Fund II Class A
Wedbush Securities Inc
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
Kestra Advisory Services, LLC
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3
Parallel Advisors, LLC
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Evergreen Capital Management Llc
WPG Advisers, LLC
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
Black Maple Capital Management LP
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
Raymond James Financial Inc
Salzhauer Michael
Aigen Investment Management, Lp
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
Spdr S&p Midcap 400 Etf Trust
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
Goldman Sachs Group Inc
Federated Hermes, Inc.
Wealth Preservation Advisors, LLC
Amalgamated Bank
DSCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Small Cap Fund Investor Shares
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class
HIDV - AB Active ETFs, Inc. - AB US High Dividend ETF
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Clearbridge Investments, LLC
Garde Capital, Inc.
California State Teachers Retirement System
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Wellington Mid-Cap Value Fund Service Class
Bnp Paribas Arbitrage, Sa
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
James Alpha Funds Trust - Easterly Snow Small Cap Value Fund Class C
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
Arrowstreet Capital, Limited Partnership
M&t Bank Corp
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
CLFFX - World Funds Trust - Clifford Capital Partners Fund Investor Class
Us Bancorp \de\
Public Employees Retirement Association Of Colorado
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
ARGA Investment Management, LP
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
Profunds - Profund Vp Banks
Farringdon Capital, Ltd.
Private Trust Co Na
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
MFS VARIABLE INSURANCE TRUST III - MFS Blended Research Small Cap Equity Portfolio Initial Class
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
Linden Thomas Advisory Services, LLC
Principal Securities, Inc.
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
First Horizon Advisors, Inc.
STXK - EA Series Trust - Strive Small-Cap ETF
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
Cerity Partners LLC
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
Steward Partners Investment Advisory, Llc
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Syon Capital Llc
MetLife Investment Management, LLC
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
EverSource Wealth Advisors, LLC
Strs Ohio
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
Dana Investment Advisors, Inc.
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Nordea Investment Management Ab
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
Voloridge Investment Management, Llc
Deutsche Bank Ag\
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
Jones Financial Companies Lllp
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
Louisiana State Employees Retirement System
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Farmers & Merchants Investments Inc
Barclays Plc
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
SPRAX - Prudential Investment Portfolios, Inc. 10 - Pgim Qma Mid-cap Value Fund Class A
Pictet Asset Management Holding SA
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Rafferty Asset Management, LLC
Massachusetts Financial Services Co /ma/
Summit Trail Advisors, Llc
Verdence Capital Advisors LLC
Angel Oak Capital Advisors, LLC
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
BNSCX - Ubs Funds - Ubs U.s. Small Cap Growth Fund Class A
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
Crossmark Global Holdings, Inc.
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
Morgan Stanley
Mengis Capital Management, Inc.
44 Wealth Management Llc
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Umb Bank N A/mo
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
Schonfeld Strategic Advisors LLC
DRW Securities, LLC
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A
Russell Investments Group, Ltd.
Wells Fargo & Company/mn
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
Mv Capital Management, Inc.
Ausbil Investment Management Ltd
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
Lecap Asset Management Ltd
Assetmark, Inc
Ameritas Investment Partners, Inc.
Wbi Investments, Inc.
SOUTH STATE Corp
Savant Capital, LLC
SJS Investment Consulting Inc.
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
MERVX - MERGER FUND VL - The Merger Fund VL
Yousif Capital Management, Llc
UBS Group AG
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
Point72 Hong Kong Ltd
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Quantbot Technologies LP
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
Ferguson Wellman Capital Management, Inc
Lindbrook Capital, Llc
Axq Capital, Lp
FVRMX - Franklin Value Investors Trust - Franklin Microcap Value Fund Advisor Class
Johnson Investment Counsel Inc
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
Hennion & Walsh Asset Management, Inc.
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
Expect Equity LLC
Nuveen, LLC
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Bleakley Financial Group, LLC
Manufacturers Life Insurance Company, The
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
Geode Capital Management, Llc
Leeward Investments, LLC - MA
ICSAX - Voya PARTNERS INC - VY(R) Columbia Small Cap Value II Portfolio Class ADV
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Reyes Financial Architecture, Inc.
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
Balyasny Asset Management Llc
Bogart Wealth, LLC
Jfs Wealth Advisors, Llc
Activest Wealth Management
Evergreen Private Wealth LLC
Quad-Cities Investment Group, LLC
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
Jpmorgan Chase & Co
Moody National Bank Trust Division
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
Qube Research & Technologies Ltd
James Alpha Funds Trust - Easterly Snow Long/Short Opportunity Fund Class C
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Callan Family Office, LLC
Walleye Capital LLC
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
Rhumbline Advisers
Rockefeller Capital Management L.P.
SSCDX - SIT MUTUAL FUNDS INC - Sit Small Cap Dividend Growth Fund - Class I
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
Nisa Investment Advisors, Llc
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L
IYF - iSHARES TRUST - iShares U.S. Financials ETF
Merit Financial Group, LLC
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
Creative Planning
Quantinno Capital Management LP
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
FLQM - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Mid Cap Equity ETF
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
WCERX - Westchester Capital Funds - WCM Alternatives: Event-Driven Fund - Investor Class Shares
South Dakota Investment Council
Klp Kapitalforvaltning As
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
Mackenzie Financial Corp
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
BFOR - ALPS ETF Trust - Barron's 400 ETF
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
Bank of New York Mellon Corp
Moody Aldrich Partners Llc
State of Alaska, Department of Revenue
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
Jefferies Financial Group Inc.
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
Securian Asset Management, Inc
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
Rothschild Investment Llc
Phocas Financial Corp.
Basswood Capital Management, L.l.c.
Teacher Retirement System Of Texas
State Of Michigan Retirement System
Y-Intercept (Hong Kong) Ltd
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
Systematic Financial Management Lp
Creative Financial Designs Inc /adv
Ironwood Investment Management Llc
Clifford Capital Partners Llc
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
PARK CIRCLE Co
First Pacific Financial
Riverview Trust Co
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
BRYN MAWR TRUST Co
Gabelli Funds Llc
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
Elevation Series Trust - RiverNorth Patriot ETF
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class
Public Employees Retirement System Of Ohio
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6
Susquehanna International Group, Llp
Macquarie Group Ltd
Vident Advisory, LLC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Quest Partners LLC
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
Cubist Systematic Strategies, LLC
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
Larson Financial Group LLC
Ci Investments Inc.
Stockman Wealth Management, Inc.
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
First Hawaiian Bank
Capital World Investors
Nbc Securities, Inc.
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
1620 Investment Advisors, Inc.
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
Glenmede Trust Co Na
Maryland State Retirement & Pension System
SBI Securities Co., Ltd.
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
Jane Street Group, Llc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Mid Cap Value Fund Service Class
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
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