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RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
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TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
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CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
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JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
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FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
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BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
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PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
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JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
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ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
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EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
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FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
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FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares
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FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
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IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
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ITB - iSHARES TRUST - iShares U.S. Home Construction ETF
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NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
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FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
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MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
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VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
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DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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Guardian Variable Products Trust - Guardian Equity Income VIP Fund
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MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
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GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
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DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
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VVPSX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Small Cap Fund Investor Class Shares
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QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
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VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
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IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
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THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
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DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
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Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
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MML Series Investment Fund II - MML Equity Fund Initial Class
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FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
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JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
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Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
|
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
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BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
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VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
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FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
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AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
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CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
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Spdr S&p Midcap 400 Etf Trust
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
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PENN SERIES FUNDS INC - Mid Cap Value Fund
|
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XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
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JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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Humankind Benefit Corp - Humankind US Stock ETF
|
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
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MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
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NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
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MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
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FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
|
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|
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LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
|
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
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VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
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|
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UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
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|
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TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
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|
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NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
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|
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
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|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
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|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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|
|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
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|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
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|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
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|
|
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
|
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|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
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|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
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|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
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|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
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|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
GUNZ - Spinnaker ETF Series - Tuttle Capital Self Defense Index ETF
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
|
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|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
|
|
|
FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
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JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
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IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
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AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
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Gabelli Dividend & Income Trust
|
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URTH - iShares, Inc. - iShares MSCI World ETF
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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Advanced Series Trust - Ast Small-cap Growth Portfolio
|
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FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
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PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
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MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
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FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
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VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
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DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
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FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
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AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
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GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
|
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LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
|
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EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
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PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
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NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
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AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
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NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
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RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
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VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
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JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
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FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
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FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
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FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
|
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Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
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FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
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DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
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MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
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DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A
|
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VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
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SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
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SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
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WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
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IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
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Profunds - Profund Vp Mid-cap Value
|
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VVMCX - VALIC Co I - Mid Cap Value Fund
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
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RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
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MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
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FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
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HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
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FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
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|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
|
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|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
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|
FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
|
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|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
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|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
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|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
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|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
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|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
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|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
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|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
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|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
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|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
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|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
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|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
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|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
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|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
|
|
|
|
|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF
|
|
|
|
|
|
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
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Source Capital Inc /de/
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IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
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RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
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VVSGX - VALIC Co I - Small Cap Growth Fund
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SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
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Simplex Trading, Llc
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LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
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FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
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QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
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FPACX - FPA FUNDS TRUST - FPA Crescent Fund
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NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
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NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
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PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
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OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
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EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
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QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
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Dfa Investment Trust Co - The U.s. Large Cap Value Series
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
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SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
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LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
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New Age Alpha Funds Trust - NAA Opportunity Fund Class C
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MVV - PROSHARES TRUST - ProShares Ultra MidCap400
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HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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EBI - RBB Fund Trust - Longview Advantage ETF
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JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
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SMMD - iSHARES TRUST - iShares Russell 2500 ETF
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
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JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
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JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
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EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
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MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
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AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
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NOMIX - Northern Funds - Northern Mid Cap Index Fund
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PACIFIC SELECT FUND - Value Advantage Portfolio Class I
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Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
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QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
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QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
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TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
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POPFX - Managed Portfolio Series - Prospector Opportunity Fund
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MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
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SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
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DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
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DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
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QMFNX - AQR Funds - AQR MS Fusion Fund Class N
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VMIDX - VALIC Co I - Mid Cap Index Fund
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MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
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PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
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MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
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HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio
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FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
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Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
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HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
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GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
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TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
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SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
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ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
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VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
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MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
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