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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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Evergreen Private Wealth LLC
|
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Maseco Llp
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TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund
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|
Deseret Mutual Benefit Administrators
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
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|
Verition Fund Management LLC
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Sei Investments Co
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
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UMA Financial Services, Inc.
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National Bank Of Canada /fi/
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VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
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STXV - EA Series Trust - Strive 1000 Value ETF
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EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
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ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
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FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class
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JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
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IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
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FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
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Oxford Asset Management Llp
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CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
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LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
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M&t Bank Corp
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Central Pacific Bank - Trust Division
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Cornerstone Planning Group LLC
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Winnow Wealth Llc
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Wealthfront Advisers Llc
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Welch Group, LLC
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
|
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Lansforsakringar Fondforvaltning AB (publ)
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Fort Washington Investment Advisors Inc /oh/
|
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MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
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AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
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Public Employees Retirement System Of Ohio
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
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Medina Singh Partners, LLC
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ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
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UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
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Wellington Shields Capital Management, LLC
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M&G Plc
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FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
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Jones Financial Companies Lllp
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Trust Co Of Vermont
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DiNuzzo Private Wealth, Inc.
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GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
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Sterling Capital Management LLC
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THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
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Managed Asset Portfolios, Llc
|
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D. E. Shaw & Co., Inc.
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Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
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Simplex Trading, Llc
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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Victory Variable Insurance Funds II - Victory Pioneer Equity Income VCT Portfolio Class I
|
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Geneos Wealth Management Inc.
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SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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Birchbrook, Inc.
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Source Capital Inc /de/
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CENTRAL TRUST Co
|
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FSMCX - Tributary Funds, Inc. - Tributary Small/Mid Cap Fund Institutional Class
|
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State of Alaska, Department of Revenue
|
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NorthCrest Asset Manangement, LLC
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Optiver Holding B.V.
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Quest Partners LLC
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MDPIX - Profunds - Mid-cap Profund Investor Class
|
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Rodgers Brothers Inc.
|
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VVPSX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Small Cap Fund Investor Class Shares
|
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|
Deutsche Bank Ag\
|
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|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
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DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
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Landscape Capital Management, L.l.c.
|
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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North Star Investment Management Corp.
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JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
|
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Mitsubishi UFJ Trust & Banking Corp
|
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Atlantic Trust, LLC
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Diamond Hill Capital Management Inc
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WPG Advisers, LLC
|
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|
SOUTH STATE Corp
|
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|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
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|
Cherry Tree Wealth Management, LLC
|
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
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|
Hrt Financial Lp
|
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
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|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
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|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
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|
MidWestOne Financial Group, Inc.
|
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Illinois Municipal Retirement Fund
|
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|
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|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
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|
Louisiana State Employees Retirement System
|
|
|
|
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|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
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|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
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|
BNP Paribas Asset Management Holding S.A.
|
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|
Baird Financial Group, Inc.
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
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|
Prestige Wealth Management Group LLC
|
|
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|
Global Retirement Partners, LLC
|
|
|
|
|
|
Grove Bank & Trust
|
|
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|
Robeco Institutional Asset Management B.V.
|
|
|
|
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|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Stock Yards Bank & Trust Co
|
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
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|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
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|
TD Capital Management LLC
|
|
|
|
|
|
SHE - SPDR SERIES TRUST - SPDR SSGA Gender Diversity Index ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Neo Ivy Capital Management
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Park Square Financial Group, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Waters Parkerson & Co., Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
TRXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Balanced Fund Class A
|
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
DSMC - ETF Series Solutions - Distillate Small/Mid Cash Flow ETF
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Gleason Group, Inc.
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF
|
|
|
|
|
|
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
|
|
|
|
|
|
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
|
|
|
|
|
First Pacific Advisors, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Townsquare Capital Llc
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
LLPFX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Fund
|
|
|
|
|
|
DHMAX - DIAMOND HILL FUNDS - Diamond Hill Small-Mid Cap Fund Class A
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
FPAG - Investment Managers Series Trust III - FPA Global Equity ETF
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
|
|
|
|
|
|
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
FEMWX - Fidelity Greenwood Street Trust - Fidelity Equity Market Neutral Fund Fidelity Advisor Equity Market Neutral Fund: Class Z
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
|
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
Aspire Private Capital, LLC
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Insight 2811, Inc.
|
|
|
|
|
|
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Addis & Hill, Inc
|
|
|
|
|
|
PCEQX - Victory Portfolios IV - Victory Pioneer Equity Income Fund Class C
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
Caxton Associates Llp
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Ubs Oconnor Llc
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
Atom Investors LP
|
|
|
|
|
|
PCAFX - Managed Portfolio Series - Prospector Capital Appreciation Fund
|
|
|
|
|
|
NUDV - Nushares ETF Trust - Nuveen ESG Dividend ETF
|
|
|
|
|
|
Salomon & Ludwin, LLC
|
|
|
|
|
|
Colony Group, LLC
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
MeadowBrook Investment Advisors LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
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|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
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|
|
Raleigh Capital Management Inc.
|
|
|
|
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|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
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|
Aqr Capital Management Llc
|
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|
Alyeska Investment Group, L.P.
|
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|
TD Waterhouse Canada Inc.
|
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|
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|
Wellington Management Group Llp
|
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|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Natixis
|
|
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|
Fortitude Family Office, LLC
|
|
|
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|
National Pension Service
|
|
|
|
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|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
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|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
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|
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|
Harwood Advisory Group, LLC
|
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|
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|
Simon Quick Advisors, Llc
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DHPAX - DIAMOND HILL FUNDS - Diamond Hill Mid Cap Fund Class A
|
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GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
|
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TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
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JustInvest LLC
|
|
|
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
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Summit Trail Advisors, Llc
|
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Jpmorgan Chase & Co
|
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GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
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Alberta Investment Management Corp
|
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LLGLX - LONGLEAF PARTNERS FUNDS TRUST - Longleaf Partners Global Fund
|
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|
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|
Alpine Bank Wealth Management
|
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CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
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|
Blueshift Asset Management, LLC
|
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|
Sky Investment Group LLC
|
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|
Northwestern Mutual Wealth Management Co
|
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|
Ronald Blue Trust, Inc.
|
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Harris Associates L P
|
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BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
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|
RPGIX - T. Rowe Price International Funds, Inc. - T. Rowe Price Global Industrials Fund
|
|
|
|
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|
United Capital Financial Advisers, Llc
|
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
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|
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
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Wealth Enhancement Advisory Services, Llc
|
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|
Qsemble Capital Management, LP
|
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Jfs Wealth Advisors, Llc
|
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LPL Financial LLC
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DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Rhumbline Advisers
|
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Nisa Investment Advisors, Llc
|
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Gabelli Dividend & Income Trust
|
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
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|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
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|
Anchor Investment Management, LLC
|
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MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
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|
|
Fifth Third Wealth Advisors LLC
|
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|
Ameritas Advisory Services, LLC
|
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|
CoreCap Advisors, LLC
|
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
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|
Benjamin Edwards Inc
|
|
|
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|
|
Stuart Chaussee & Associates, Inc.
|
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|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
|
|
|
|
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
|
|
|
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|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
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|
Alliancebernstein L.p.
|
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Td Private Client Wealth Llc
|
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Royal Bank Of Canada
|
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VVMCX - VALIC Co I - Mid Cap Value Fund
|
|
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|
Neuberger Berman Group LLC
|
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|
HFM Investment Advisors, LLC
|
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|
Aigen Investment Management, Lp
|
|
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|
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
|
|
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|
Campbell & CO Investment Adviser LLC
|
|
|
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|
|
Your Advocates Ltd., LLP
|
|
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|
Goldman Sachs Group Inc
|
|
|
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FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Nordea Investment Management Ab
|
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|
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
|
|
|
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|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
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|
Harbor Investment Advisory, Llc
|
|
|
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DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Signature Estate & Investment Advisors Llc
|
|
|
|
|
|
Pacific Center for Financial Services
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
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|
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|
First National Bank Of Omaha
|
|
|
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|
Klp Kapitalforvaltning As
|
|
|
|
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|
Select Equity Group, L.P.
|
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|
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|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Sherbrooke Park Advisers Llc
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Beaird Harris Wealth Management, LLC
|
|
|
|
|
|
Clear Investment Research, Llc
|
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
IAG Wealth Partners, LLC
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
|
|
|
|
|
Alpha Omega Wealth Management LLC
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
MBOVX - M FUND INC - M Large Cap Value Fund
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Black Cypress Capital Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Davy Global Fund Management Ltd
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
LMR Partners LLP
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
Investment Management Corp of Ontario
|
|
|
|
|
|
Gsa Capital Partners Llp
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
EHLS - Tidal Trust II - Even Herd Long Short ETF
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
CX Institutional
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
U.S. Capital Wealth Advisors, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
IFG Advisors, LLC
|
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Investment Research & Advisory Group, Inc.
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Equity Income VIP Fund
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
Vulcan Value Partners, LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
Legacy Financial Advisors, Inc.
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
MASFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Alternative Strategies Fund Institutional Class
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
|
|
|
|
|
|
D.a. Davidson & Co.
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Balanced Portfolio Initial Class
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Ingalls & Snyder Llc
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Jain Global LLC
|
|
|
|
|
|
ITHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD CAPITAL APPRECIATION FUND Class A
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Bank of New Hampshire
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
Southeastern Asset Management Inc/tn/
|
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
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|
Hantz Financial Services, Inc.
|
|
|
|
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|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
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|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
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|
Boyd Watterson Asset Management Llc/oh
|
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|
Humankind Benefit Corp - Humankind US Stock ETF
|
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|
Gotham Asset Management, LLC
|
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|
Axa S.a.
|
|
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CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
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|
BOK Financial Private Wealth, Inc.
|
|
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|
Assetmark, Inc
|
|
|
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|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Silvercrest Asset Management Group Llc
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
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|
JNL SERIES TRUST - JNL/Vanguard Equity Income Fund (A)
|
|
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|
Pflug Koory, LLC
|
|
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111 Capital
|
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|
Profunds - Profund Vp Ultramid-cap
|
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LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
|
|
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|
|
|
United Community Bank
|
|
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|
Handelsbanken Fonder AB
|
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BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
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|
Graham Capital Management, L.P.
|
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|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
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|
Van Eck Associates Corp
|
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Renaissance Technologies Llc
|
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Delta Asset Management Llc/tn
|
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Hartland & Co., LLC
|
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QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
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|
Allworth Financial LP
|
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|
Point72 Asset Management, L.P.
|
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|
Retirement Systems of Alabama
|
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|
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
|
|
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|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
OASVX - Optimum Fund Trust - Optimum Small-mid Cap Value Fund Class A
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
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|
Ameriprise Financial Inc
|
|
|
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|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
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|
Hollencrest Capital Management
|
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|
Whittier Trust Co Of Nevada Inc
|
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|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
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|
HQIAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD EQUITY INCOME FUND Class A
|
|
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|
Piscataqua Savings Bank
|
|
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|
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|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
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|
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|
Mark Sheptoff Financial Planning, Llc
|
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|
CAXAX - MUTUAL FUND SERIES TRUST - Catalyst/MAP Global Equity Fund Class A
|
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|
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|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
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|
Cerity Partners LLC
|
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|
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
|
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|
Jump Financial, LLC
|
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|
Erste Asset Management GmbH
|
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JPIVX - JPMorgan Trust I - JPMorgan Intrepid Value Fund Class I
|
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|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
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|
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
|
|
|
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|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
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HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
|
|
|
|
|
|
Legal Advantage Investments, Inc.
|
|
|
|
|
|
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Bellevue Asset Management, Llc
|
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|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
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|
|
Arizona State Retirement System
|
|
|
|
|
|
First Trust Advisors Lp
|
|
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|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Geneva Capital Management Llc
|
|
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|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
|
|
|
|
|
|
ANONX - American Century Mutual Funds, Inc. - Small Cap Growth Fund I Class
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
|
Community Bank, N.A.
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Keeler THomas Management LLC
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Oak Asset Management, LLC
|
|
|
|
|
|
Garner Asset Management Corp
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
AE Wealth Management LLC
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
|
|
|
|
|
|
Motco
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
|
|
|
|
|
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
North Growth Management Ltd.
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
|
|
|
|
|
|
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
|
|
|
|
|
|
Integrated Quantitative Investments LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Bleakley Financial Group, LLC
|
|
|
|
|
|
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
|
|
|
|
|
|
Ccm Investment Group, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
|
Tanglewood Legacy Advisors, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
Dana Investment Advisors, Inc.
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
Quadrature Capital Ltd
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
CVFCX - Pioneer Series Trust III - Pioneer Disciplined Value Fund : Class A
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Crewe Advisors LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Fund Initial Class
|
|
|
|
|
|
Duncker Streett & Co Inc
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
|
|
|
|
|
|
VVSGX - VALIC Co I - Small Cap Growth Fund
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Value Fund
|
|
|
|
|
|
Tudor Investment Corp Et Al
|
|
|
|
|
|
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Fiduciary Family Office, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
|
|
|
Orbis Allan Gray Ltd
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
Bank & Trust Co
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
Riverwater Partners LLC
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Diametric Capital, LP
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
|
|
|
|
|
|
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Intrinsic Value Portfolio Class I
|
|
|
|
|
|
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
|
|
|
|
Knuff & Co LLC
|
|
|
|
|
|
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
|
|
|
|
|
IJMAX - Voya PARTNERS INC - VY(R) JPMorgan Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
|
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Vanguard Group Inc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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DVAL - Franklin Templeton ETF Trust - BrandywineGLOBAL-Dynamic US Large Cap Value ETF
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MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
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DAVENPORT & Co LLC
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Commonwealth Equity Services, Llc
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
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Fiduciary Management Inc /wi/
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Pathstone Holdings, LLC
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FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
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VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
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Spdr S&p Midcap 400 Etf Trust
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
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QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
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IWV - iSHARES TRUST - iShares Russell 3000 ETF
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MAI Capital Management
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Janney Montgomery Scott LLC
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QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
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Zurich Insurance Group Ltd/FI
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Catalyst Capital Advisors LLC
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Chancellor Financial Group WB LP
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Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
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KBC Group NV
|
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Quaker Wealth Management, LLC
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PVFYX - Victory Portfolios IV - Victory Pioneer Core Equity Fund Class Y
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
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FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
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Atlantic Union Bankshares Corp
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EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
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Atria Investments Llc
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FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
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SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
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Aster Capital Management (DIFC) Ltd
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Brown Advisory Inc
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
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Bessemer Group Inc
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Shelton Capital Management
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Two Sigma Investments, Lp
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IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
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Quantbot Technologies LP
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Quantinno Capital Management LP
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
|
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VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
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Gts Securities Llc
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Exchange Traded Concepts, Llc
|
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Skopos Labs, Inc.
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AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
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LSOFX - VALUED ADVISERS TRUST - LS Opportunity Fund - Institutional Class
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DWSH - AdvisorShares Trust - AdvisorShares Dorsey Wright Short ETF
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Dimensional Fund Advisors Lp
|
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JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
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QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
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SG Americas Securities, LLC
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SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
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Headlands Technologies LLC
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Financial Gravity Companies, Inc.
|
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Franklin Street Advisors Inc /nc
|
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Teacher Retirement System Of Texas
|
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Credit Agricole S A
|
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Franklin Resources Inc
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GUNZ - Spinnaker ETF Series - Tuttle Capital Self Defense Index ETF
|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
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Pineridge Advisors LLC
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RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
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Keeley-Teton Advisors, LLC
|
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Signaturefd, Llc
|
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QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
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New England Capital Financial Advisors LLC
|
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VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
|
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FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
|
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CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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Janus Henderson Group Plc
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MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
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Beacon Pointe Advisors, LLC
|
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GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
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Profunds - Profund Vp Mid-cap Value
|
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FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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Teca Partners, LP
|
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|
Mackenzie Financial Corp
|
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|
Blume Capital Management, Inc.
|
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OMERS ADMINISTRATION Corp
|
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MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
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|
Ceredex Value Advisors LLC
|
|
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|
Parkside Financial Bank & Trust
|
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TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
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|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
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MQS Management LLC
|
|
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ITB - iSHARES TRUST - iShares U.S. Home Construction ETF
|
|
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|
Bruce G. Allen Investments, LLC
|
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|
IMA Wealth, Inc.
|
|
|
|
|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Forum Financial Management, LP
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Quantessence Capital LLC
|
|
|
|
|
|
Twinbeech Capital Lp
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
Citizens National Bank Trust Department
|
|
|
|
|
|
Smithfield Trust Co
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Flagship Wealth Advisors, Llc
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
S&t Bank/pa
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Sheaff Brock Investment Advisors, LLC
|
|
|
|
|
|
Wendell David Associates Inc
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
FineMark National Bank & Trust
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
MCDS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Fundamental Data Science Mid Core ETF
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Rafferty Asset Management, LLC
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Accordant Advisory Group Inc
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
Talon Private Wealth, LLC
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Knollwood Investment Advisory, LLC
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
AllSquare Wealth Management LLC
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
Sanibel Captiva Trust Company, Inc.
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Bangor Savings Bank
|
|
|
|
|
|
Dynamic Technology Lab Private Ltd
|
|
|
|
|
|
JMVSX - JP MORGAN FLEMING MUTUAL FUND GROUP INC - JPMorgan Mid Cap Value Fund Class I
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
|
|
|
|
|
Financial Engines Advisors L.L.C.
|
|
|
|
|
|
NBRVX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Intrinsic Value Fund Investor Class
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Value Fund (a)
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
FORA Capital, LLC
|
|
|
|
|
|
Robeco Schweiz AG
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
FPACX - FPA FUNDS TRUST - FPA Crescent Fund
|
|
|
|
|
|
PISYX - Victory Portfolios IV - Victory Pioneer Intrinsic Value Fund Class Y
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
CAPROCK Group, Inc.
|
|
|
|
|
|
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
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Twin Peaks Wealth Advisors, LLC
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DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
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Maryland State Retirement & Pension System
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JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
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SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
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SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
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Barclays Plc
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VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
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Saturna Capital CORP
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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Rise Advisors, LLC
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Sandy Spring Bank
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GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
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Mercer Global Advisors Inc /adv
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JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
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Meeder Asset Management Inc
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LGT Financial Advisors LLC
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VCGAX - VALIC Co I - Growth & Income Fund
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Southeast Asset Advisors Inc.
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FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
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JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
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Polymer Capital Management (US) LLC
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Eisler Capital Management Ltd.
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Heritage Wealth Advisors
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HSBC FUNDS - HSBC Opportunity Portfolio Master Portfolio
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Gables Capital Management Inc.
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Northern Trust Corp
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Catalyst Funds Management Pty Ltd
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
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Brown Brothers Harriman & Co
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Invesco Ltd.
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SJS Investment Consulting Inc.
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Farther Finance Advisors, LLC
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POPFX - Managed Portfolio Series - Prospector Opportunity Fund
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PACIFIC SELECT FUND - Value Advantage Portfolio Class I
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GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
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Utah Retirement Systems
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AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
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Arrowstreet Capital, Limited Partnership
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Lebenthal Global Advisors, LLC
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Walleye Trading LLC
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Brinker Capital Investments, LLC
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Stifel Financial Corp
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Kentucky Trust Co
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Comerica Bank
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Bartlett & Co. Wealth Management Llc
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SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
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Professional Advisory Services Inc
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Hughes Financial Services, LLC
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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Smartleaf Asset Management LLC
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SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
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Keybank National Association/oh
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BlackRock, Inc.
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SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
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Cullen/frost Bankers, Inc.
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
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Brandywine Global Investment Management, LLC
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
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Ensign Peak Advisors, Inc
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
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Montag A & Associates Inc
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Empowered Funds, LLC
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TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
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SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
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State of Wyoming
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EBI - RBB Fund Trust - Longview Advantage ETF
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