FIX / Comfort Systems USA, Inc. - Net Long/Short Value

Comfort Systems USA, Inc.
US ˙ NYSE ˙ US1999081045

FIX / Comfort Systems USA, Inc. - Net Long/Short Value
Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.
Pemilik Nilai Ekuitas
($1000)
Nilai Panggilan
($1000)
Masukkan Nilai
($1000)
Posisi Long/Short Bersih
($1000)
AdvisorNet Financial, Inc
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
Horizon Investment Services, LLC
Portside Wealth Group, LLC
Elevation Series Trust - RiverNorth Patriot ETF
Moore Capital Management, Lp
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
Nomura Asset Management Co Ltd
Transcend Wealth Collective, Llc
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
Norden Group Llc
Bank Of Montreal /can/
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
Susquehanna Fundamental Investments, Llc
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
Alliance Wealth Advisors, LLC /UT
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
Pathstone Holdings, LLC
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
Qrg Capital Management, Inc.
Skopos Labs, Inc.
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
Wcm Investment Management, Llc
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
Envestnet Portfolio Solutions, Inc.
Gsa Capital Partners Llp
PSGIX - Blackrock Funds - Blackrock Advantage Small Cap Growth Fund Institutional
Winslow Capital Management, LLC
Aptus Capital Advisors, LLC
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
Thurston, Springer, Miller, Herd & Titak, Inc.
UBS Group AG
BTC Capital Management, Inc.
SkyOak Wealth, LLC
ProShare Advisors LLC
Morris Financial Concepts, Inc.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
Schonfeld Strategic Advisors LLC
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
Toroso Investments, LLC
NEUBERGER BERMAN ADVISERS MANAGEMENT TRUST - Mid Cap Growth Portfolio Class I
OTTRX - PROFESSIONALLY MANAGED PORTFOLIOS - Otter Creek Long/Short Opportunity Fund Institutional Class
Utah Retirement Systems
FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
Walleye Capital LLC
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Vanguard Group Inc
Fred Alger Management, Llc
Canandaigua National Bank & Trust Co
CBOE Vest Financial, LLC
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
UMA Financial Services, Inc.
Copeland Capital Management, LLC
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Gibbs Wealth Management
Profunds - Profund Vp Ultramid-cap
VLIFX - Value Line Mid Cap Focused Fund, Inc. - VALUE LINE MID CAP FOCUSED FUND, INC.
Strategic Global Advisors, LLC
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
Intrust Bank Na
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
VCULX - VALIC Co I - Growth Fund
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
Illinois Municipal Retirement Fund
American Century Companies Inc
V-Square Quantitative Management LLC
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A
Morgan Stanley
Artemis Investment Management LLP
Capital Advisors, Ltd. LLC
True Wealth Design, LLC
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
Symphony Financial, Ltd. Co.
FTSFX - Capitol Series Trust - FullerThaler Behavioral Small-Mid Core Equity Fund R6 Shares
RBB FUND, INC. - Adara Smaller Companies Fund
Capital Research Global Investors
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
Trust Point Inc.
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
LRT Capital Management, LLC
Twinbeech Capital Lp
Orion Portfolio Solutions, LLC
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
First Horizon Advisors, Inc.
Franklin Resources Inc
MQS Management LLC
Cornerstone Investment Partners, LLC
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
Hood River Capital Management LLC
Qube Research & Technologies Ltd
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
PACIFIC SELECT FUND - Mid-Cap Growth Portfolio Class I
MML Series Investment Fund II - MML Equity Rotation Fund Class II
Lifestyle Asset Management, Inc.
Zurcher Kantonalbank (Zurich Cantonalbank)
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
Mount Lucas Management LP
Armstrong Advisory Group, Inc
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
Merewether Investment Management, LP
Wolverine Trading, Llc
Swiss National Bank
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Harel Insurance Investments & Financial Services Ltd.
Rakuten Securities, Inc.
Horizon Investments, LLC
AdvisorShares Investments LLC
Flagship Harbor Advisors, Llc
Marietta Investment Partners Llc
HVAC - AdvisorShares Trust - AdvisorShares HVAC and Industrials ETF
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Stone House Investment Management, LLC
Apollon Wealth Management, LLC
Manufacturers Life Insurance Company, The
RFG - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Growth ETF
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Nbc Securities, Inc.
Barrett & Company, Inc.
Concentric Capital Strategies, LP
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
Mariner, LLC
Crewe Advisors LLC
CGGO - Capital Group Global Growth Equity ETF - Capital Group Global Growth Equity ETF Share Class
Fortress Financial Solutions, LLC
Syon Capital Llc
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
Cerity Partners LLC
L2 Asset Management, LLC
Glenview Trust Co
Rhumbline Advisers
Ameritas Advisory Services, LLC
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
Eqis Capital Management, Inc.
Amundi
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
GWM Advisors LLC
Daiwa Securities Group Inc.
Centaurus Financial, Inc.
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Growth Fund Class IA Shares
Parcion Private Wealth LLC
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
MNNAX - VICTORY PORTFOLIOS - Victory Munder Multi-Cap Fund Class A
TSGMX - TRANSAMERICA FUNDS - Transamerica Sustainable Growth Equity R6
Riggs Asset Managment Co. Inc.
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
SBI Securities Co., Ltd.
Foster Dykema Cabot & Partners, Llc
HighTower Advisors, LLC
Boston Trust Walden Corp
AZTD - Tidal ETF Trust - Aztlan Global Stock Selection DM SMID ETF
Picton Mahoney Asset Management
FMDE - FIDELITY COVINGTON TRUST - Fidelity Enhanced Mid Cap ETF
Spdr S&p Midcap 400 Etf Trust
Kingsview Wealth Management, LLC
PRN - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Industrials Momentum ETF
PDP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco DWA Momentum ETF
Resources Investment Advisors, LLC.
Group One Trading, L.p.
Tower Research Capital LLC (TRC)
Smartleaf Asset Management LLC
Cooper Financial Group
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
Kestra Private Wealth Services, Llc
Verition Fund Management LLC
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
IFP Advisors, Inc
MPAY - Exchange Listed Funds Trust - Akros Monthly Payout ETF
TimesSquare Capital Management, LLC
CIBC World Markets Inc.
R Squared Ltd
Summit Partners Public Asset Management, Llc
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
New Age Alpha Variable Funds Trust - NAA MID GROWTH SERIES
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
Yorktown Management & Research Co Inc
Caisse De Depot Et Placement Du Quebec
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
State of New Jersey Common Pension Fund D
Provenance Wealth Advisors, LLC
MAI Capital Management
Steel Peak Wealth Management LLC
Natixis Advisors, L.p.
FTRNX - FIDELITY TREND FUND - Fidelity Trend Fund
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
AMGAX - ALGER FUNDS - Alger MidCap Growth Fund Class A
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF
EULAV Asset Management
Sei Investments Co
WSACX - CAPITAL MANAGEMENT INVESTMENT TRUST - Wellington Shields All-Cap Fund Institutional Shares
Brown Advisory Inc
Albion Financial Group /ut
Mountain Pacific Investment Advisers Inc/id
Dark Forest Capital Management Lp
WBIF - Absolute Shares Trust - WBI BullBear Value 3000 ETF
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Twin Peaks Wealth Advisors, LLC
HB Wealth Management, LLC
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
Pier Capital, LLC
Strategic Wealth Partners, Ltd.
Atria Investments Llc
Sequoia Financial Advisors, LLC
Savant Capital, LLC
denkapparat Operations GmbH
State Board Of Administration Of Florida Retirement System
Pineridge Advisors LLC
Benjamin Edwards Inc
FSHOX - FIDELITY SELECT PORTFOLIOS - Construction and Housing Portfolio
Hilltop Holdings Inc.
PDT Partners, LLC
Nuveen, LLC
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Jain Global LLC
Neumeier Poma Investment Counsel Llc
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Diversified Trust Co
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
Center for Financial Planning, Inc.
KAUAX - FEDERATED EQUITY FUNDS - Federated Kaufmann Fund Class A Shares
Kane Investment Management, Inc.
Evoke Wealth, Llc
EAM Global Investors LLC
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
Brinker Capital Investments, LLC
CoreCap Advisors, LLC
Tortoise Investment Management, LLC
Brighton Jones Llc
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
Advisory Services Network, LLC
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
New Age Alpha Advisors, LLC
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
Northwestern Mutual Investment Management Company, Llc
Employees Retirement System of Texas
NCLEX - NICHOLAS Ltd EDITION, INC. - NICHOLAS LTD EDITION INC CLASS I
IIVAX - TRANSAMERICA FUNDS - Transamerica Small/Mid Cap Value A
Tudor Investment Corp Et Al
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Bank of New York Mellon Corp
AXS Investments LLC
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
New York State Common Retirement Fund
Louisiana State Employees Retirement System
Acadian Asset Management Llc
Hemington Wealth Management
Arizona State Retirement System
Kilter Group LLC
AFOIX - ALGER FUNDS - Alger Mid Cap Focus Fund Class I
Fifth Third Wealth Advisors LLC
HRSMX - Manager Directed Portfolios - Hood River Small-Cap Growth Fund Institutional Shares
Inscription Capital, LLC
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
Prestige Wealth Management Group LLC
SOUTH STATE Corp
SRS Capital Advisors, Inc.
Mml Investors Services, Llc
Versant Capital Management, Inc
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
FCPI - FIDELITY COVINGTON TRUST - Fidelity Stocks for Inflation ETF
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
Johnson Investment Counsel Inc
F/M Investments LLC
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
Bessemer Group Inc
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
Mirae Asset Global Investments Co., Ltd.
Ethic Inc.
Bank Of America Corp /de/
Macquarie Group Ltd
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF
Activest Wealth Management
Huntington National Bank
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
KBC Group NV
NMANX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Mid Cap Growth Fund Investor Class
Venture Visionary Partners LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
LORD ABBETT SERIES FUND INC - Growth Opportunities Portfolio Class VC
Guggenheim Capital Llc
Geode Capital Management, Llc
Oppenheimer Asset Management Inc.
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
HSMNX - Horizon Funds - Horizon U.S. Defensive Small/Mid Cap Fund Investor Class
Walleye Trading LLC
Atlantic Trust, LLC
Harbor Capital Advisors, Inc.
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
D. E. Shaw & Co., Inc.
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
UMPIX - Profunds - Ultramid-cap Profund Investor Class
WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class
Davidson Capital Management Inc.
Maridea Wealth Management LLC
Los Angeles Capital Management Llc
Baird Financial Group, Inc.
AFDVX - World Funds Trust - Applied Finance Explorer Fund Investor Class
JustInvest LLC
Bellecapital International Ltd.
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
GCGIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Growth Insights Fund Institutional
Royal Bank Of Canada
Gallo Partners, LP
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
OmniStar Financial Group, Inc.
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
Freestone Grove Partners LP
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
Cim, Llc
Old National Bancorp /in/
Forum Financial Management, LP
Capital World Investors
NewSquare Capital LLC
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
J2 Capital Management Inc
Atomi Financial Group, Inc.
Integrated Quantitative Investments LLC
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
Citadel Advisors Llc
ATGYX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Fitzgerald Equity Opportunity Fund Institutional Class
Rafferty Asset Management, LLC
Teacher Retirement System Of Texas
CWM Advisors, LLC
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
ALPS ETF Trust - ALPS Electrification Infrastructure ETF
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
FDEGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies Fund
Markel Corp
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
Cwm, Llc
First Trust Advisors Lp
Hantz Financial Services, Inc.
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
Worldquant Millennium Advisors Llc
FCYIX - FIDELITY SELECT PORTFOLIOS - Industrials Portfolio
Ensign Peak Advisors, Inc
Sowell Financial Services LLC
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Growth Fund Variable Annuity
We Are One Seven, LLC
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
Cambria Investment Management, L.P.
SILVER OAK SECURITIES, Inc
FFTY - Innovator ETFs Trust - Innovator IBD(R) 50 ETF
Amalgamated Bank
Tradewinds Capital Management, LLC
Parallel Advisors, LLC
Pinnbrook Capital Management Lp
SJS Investment Consulting Inc.
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
Bay Harbor Wealth Management, LLC
Virtus ETF Advisers LLC
Parkworth Wealth Management, Inc.
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
Stifel Financial Corp
Nomura Holdings Inc
Illumine Investment Management, LLC
Linden Thomas Advisory Services, LLC
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
HIASX - Hartford Series Fund Inc - Hartford Small Company Hls Fund Ia
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
MDPIX - Profunds - Mid-cap Profund Investor Class
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
Precision Wealth Strategies, LLC
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
Nations Financial Group Inc, /ia/ /adv
Benchmark Investment Advisors LLC
TAX - EA Series Trust - Cambria Tax Aware ETF
Systematic Financial Management Lp
Fifth Third Bancorp
Renaissance Group Llc
Impact Partnership Wealth, LLC
Heritage Wealth Advisors
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
Kera Capital Partners, Inc.
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
Cynosure Management, Llc
Strid Group, LLC
Janney Montgomery Scott LLC
Katamaran Capital LLP
Full Sail Capital, LLC
Teachers Retirement System Of The State Of Kentucky
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
Us Bancorp \de\
Aubrey Capital Management Ltd
Quantinno Capital Management LP
Public Employees Retirement System Of Ohio
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Oppenheimer Global Opportunities Fund Class R5
TRPWX - TIAA-CREF FUNDS - TIAA-CREF Mid-Cap Growth Fund Institutional Class
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
MGOAX - VICTORY PORTFOLIOS - Victory Munder Mid-Cap Core Growth Fund Class A
Canada Pension Plan Investment Board
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
City Center Advisors, LLC
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
Byrne Asset Management LLC
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
Congress Wealth Management LLC / DE /
Public Employees Retirement Association Of Colorado
Moody National Bank Trust Division
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
Bosman Wealth Management, LLC
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
Avantax Advisory Services, Inc.
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
Prudential Financial Inc
Sigma Planning Corp
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Ridgewood Investments LLC
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
Blair William & Co/il
CarsonAllaria Wealth Management, Ltd.
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
Erste Asset Management GmbH
Virginia Retirement Systems Et Al
Ancora Advisors, LLC
Brevan Howard Capital Management LP
Whittier Trust Co Of Nevada Inc
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
Sound Income Strategies, LLC
Polymer Capital Management (HK) LTD
Solstein Capital, LLC
Soltis Investment Advisors LLC
Ameriflex Group, Inc.
BUL - Pacer Funds Trust - Pacer US Cash Cows Growth ETF
Crossmark Global Holdings, Inc.
WealthTrak Capital Management LLC
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
Connecticut Wealth Management, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
Anchor Investment Management, LLC
Royal London Asset Management Ltd
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
Catalyst Capital Advisors LLC
Quadrant Capital Group Llc
SMRI - EA Series Trust - Bushido Capital US Equity ETF
Fiduciary Trust Co
Coldstream Capital Management Inc
Cardinal Point Capital Management, ULC
Monument Capital Management
USBSX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderate Fund
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
AMERICAN FUNDS INSURANCE SERIES - Global Growth Fund Class 1
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
Pacer Advisors, Inc.
Hartland & Co., LLC
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
Farmers & Merchants Investments Inc
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
Hedeker Wealth, LLC
Creative Planning
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
Bnp Paribas Arbitrage, Sa
Private Wealth Management Group, LLC
Sawgrass Asset Management Llc
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Diversify Wealth Management, Llc
Zurich Insurance Group Ltd/FI
Gallacher Capital Management LLC
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
Cannon Global Investment Management, LLC
RYBHX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Growth Fund Class H
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Millennium Management Llc
Ameriprise Financial Inc
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
HighPoint Advisor Group LLC
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
Sunbelt Securities, Inc.
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
Central Pacific Bank - Trust Division
Counterpoint Mutual Funds LLC
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
LAGWX - LORD ABBETT DEVELOPING GROWTH FUND, INC. - LORD ABBETT DEVELOPING GROWTH FUND INC Class A
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L
Re Advisers Corp
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares
Walker Asset Management, LLC
Applied Finance Capital Management, LLC
Barclays Plc
JAGPX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Stock Trust NAV
PRDSX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small-Cap Growth Equity Fund
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
Wellington Shields & Co., LLC
XMMO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Momentum ETF
T. Rowe Price Investment Management, Inc.
Private Advisor Group, LLC
RDLAX - Columbia Funds Series Trust II - Columbia Disciplined Growth Fund Class A
FKASX - FEDERATED EQUITY FUNDS - Federated Kaufmann Small Cap Fund Class A Shares
Commonwealth Equity Services, Llc
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
BFOR - ALPS ETF Trust - Barron's 400 ETF
CMGIX - Blackrock Funds - Blackrock Mid Cap Growth Equity Portfolio Institutional
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
Deroy & Devereaux Private Investment Counsel Inc
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
DADGX - Dunham Funds - Dunham Small Cap Growth Fund Class A
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
Goldman Sachs Group Inc
Merit Financial Group, LLC
Pensionmark Financial Group, Llc
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
ExodusPoint Capital Management, LP
Retireful, LLC
CIBC Asset Management Inc
BAFMX - Brown Advisory Funds - Brown Advisory Mid-Cap Growth Fund Institutional Shares
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
Cullen/frost Bankers, Inc.
Financial Engines Advisors L.L.C.
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
Stephens Consulting, LLC
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
Roman Butler Fullerton & Co
Baillie Gifford & Co
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
Hennion & Walsh Asset Management, Inc.
Carmignac Gestion
X-Square Capital, LLC
OHIO NATIONAL FUND INC - ON BlackRock Advantage Small Cap Growth Portfolio
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
Geneva Partners, LLC
Forge First Asset Management Inc.
Journey Strategic Wealth Llc
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
Alps Advisors Inc
Fi3 FINANCIAL ADVISORS, LLC
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
LPL Financial LLC
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
Jfs Wealth Advisors, Llc
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
Knollwood Investment Advisory, LLC
CenterBook Partners LP
Norges Bank
Oppenheimer & Co Inc
California Public Employees Retirement System
Pittenger & Anderson Inc
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
IWB - iSHARES TRUST - iShares Russell 1000 ETF
HSCSX - HOMESTEAD FUNDS INC - Small-Company Stock Fund
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
Redwood Investments, LLC
Comerica Bank
Prosperitas Financial LLC
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P
TIME - Tidal Trust II - Clockwise Core Equity & Innovation ETF
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
Jackson Creek Investment Advisors LLC
State Of Michigan Retirement System
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware U.S. Growth Fund Standard Class
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
ABLS - Abacus FCF ETF Trust - Abacus FCF Small Cap Leaders ETF
XTX Topco Ltd
Proathlete Wealth Management Llc
Mindset Wealth Management, Llc
American Trust
Capco Asset Management, LLC
Blackhawk Capital Partners LLC.
APITX - AMERICAN PENSION INVESTORS TRUST - Yorktown Growth Fund Class L Shares
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares
Man Group plc
NorthRock Partners, LLC
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
Gen-Wealth Partners Inc
AFSM - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Small Cap ETF
Argent Capital Management Llc
BIGTX - Monteagle Funds - The Texas Fund Class I
Yousif Capital Management, Llc
Russell Investments Group, Ltd.
Mezzasalma Advisors, LLC
Robeco Schweiz AG
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
Commerce Bank
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
Signaturefd, Llc
Kaufman Rossin Wealth, LLC
CI Private Wealth, LLC
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
SMIZ - Zacks Trust - Zacks Small/Mid Cap ETF
Trexquant Investment LP
Axa S.a.
Moran Wealth Management, LLC
E. Ohman J:or Asset Management AB
INSAX - MUTUAL FUND SERIES TRUST - Catalyst Insider Buying Fund Class A
CGMM - Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF Share Class
Shelton Capital Management
State Street Corp
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
Captrust Financial Advisors
DSMDX - DRIEHAUS MUTUAL FUNDS - Driehaus Small/Mid Cap Growth Fund
Principal Financial Group Inc
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
PAHTX - PRUDENTIAL INVESTMENT PORTFOLIOS 12 - PGIM Jennison NextGeneration Global Opportunities Fund Class C
First Washington CORP
Waratah Capital Advisors Ltd.
Alliancebernstein L.p.
Two Sigma Advisers, Lp
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
Princeton Global Asset Management LLC
B. Metzler seel. Sohn & Co. AG
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
Lazard Asset Management Llc
Ariadne Wealth Management, LP
Catalyst Funds Management Pty Ltd
Kestra Advisory Services, LLC
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
Cresset Asset Management, LLC
Integrated Wealth Concepts LLC
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
Schwartz Investment Counsel Inc
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
BayBridge Capital Group, LLC
Sanders Morris Harris Llc
Locust Wood Capital Advisers, Llc
Jefferies Financial Group Inc.
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
Arrowstreet Capital, Limited Partnership
Freedom Day Solutions, LLC
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
Cetera Investment Advisers
Gotham Asset Management, LLC
Transce3nd, LLC
Evercore Wealth Management, LLC
Coston, McIsaac & Partners
Munro Partners
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
LVW Advisors, LLC
Deutsche Bank Ag\
Winton Capital Group Ltd
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
Cubist Systematic Strategies, LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
New Mexico Educational Retirement Board
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
AMGOX - ALGER PORTFOLIOS - Alger Mid Cap Growth Portfolio Class I-2
FDMO - FIDELITY COVINGTON TRUST - Fidelity Momentum Factor ETF
Edmond De Rothschild Holding S.a.
Insight Wealth Strategies, LLC
Susquehanna International Group, Llp
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
Evergreen Capital Management Llc
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
Ieq Capital, Llc
Hughes Financial Services, LLC
Umb Bank N A/mo
Skye Global Management LP
Independent Advisor Alliance
Vestcor Inc
Abel Hall, LLC
AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Oppenheimer Discovery Fund Class R5
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
State of Tennessee, Treasury Department
Diversify Advisory Services, LLC
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
Jennison Associates Llc
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
Quantitative Investment Management, LLC
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
ALMRX - ALGER INSTITUTIONAL FUNDS - Alger MidCap Growth Institutional Fund Class I
Penobscot Investment Management Company, Inc.
Azzad Asset Management Inc /adv
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
OMNI 360 Wealth, Inc.
Penserra Capital Management LLC
Quarry LP
Covestor Ltd
Kestra Investment Management, LLC
Mirabella Financial Services Llp
Renaissance Technologies Llc
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class
SAWS - ETF Series Solutions - AAM SAWGRASS U.S. SMALL CAP QUALITY GROWTH ETF
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
Aster Capital Management (DIFC) Ltd
Advanced Series Trust - Ast Advanced Strategies Portfolio
CNAV - Collaborative Investment Series Trust - Mohr Company Nav ETF
Applied Capital LLC/FL
Assenagon Asset Management S.A.
Moors & Cabot, Inc.
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
SMDHX - American Funds U.S. Small & Mid Cap Equity Fund - American Funds U.S. Small & Mid Cap Equity Fund Class T
NLCAX - Voya EQUITY TRUST - Voya Large-Cap Growth Fund Class A
Allegiance Financial Group Advisory Services LLC
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
CALIFORNIA FIRST LEASING Corp
Kovitz Investment Group Partners, LLC
Great West Life Assurance Co /can/
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
LORD ABBETT SERIES FUND INC - Developing Growth Portfolio Class VC
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
Kingswood Wealth Advisors, Llc
Hunter Associates Investment Management Llc
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
DiNuzzo Private Wealth, Inc.
Rialto Wealth Management, LLC
Assetmark, Inc
Harbor Investment Advisory, Llc
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
Verdence Capital Advisors LLC
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Dorsey & Whitney Trust CO LLC
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
National Asset Management, Inc.
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
Brighthouse Funds Trust II - T.Rowe Price Small Cap Growth Portfolio Class A
RBLD - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Engineering and Construction ETF
TSCIX - AMG FUNDS - AMG TimesSquare Small Cap Growth Fund Class Z
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Global Retirement Partners, LLC
Private Client Services, Llc
TSLCX - TRANSAMERICA FUNDS - Transamerica Small Cap Value C
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
Farther Finance Advisors, LLC
FFLG - FIDELITY COVINGTON TRUST - Fidelity Growth Opportunities ETF
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
DAVENPORT & Co LLC
GAMMA Investing LLC
New York Life Investment Management Llc
Avion Wealth
Saturna Capital CORP
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
Sumitomo Mitsui Trust Holdings, Inc.
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
IHSAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD SMALL COMPANY FUND Class A
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
DAACX - Adviser Managed Trust - Diversified Equity Fund
Janus Henderson Group Plc
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
LGT Group Foundation
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
LMGAX - LORD ABBETT RESEARCH FUND INC - Lord Abbett Growth Opportunities Fund Class A
Westfield Capital Management Co Lp
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
Regions Financial Corp
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Night Squared LP
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
Greenleaf Trust
Wellington Management Group Llp
Advisor Group Holdings, Inc.
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
Rothschild Investment Llc
Mount Yale Investment Advisors, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
Diametric Capital, LP
Rise Advisors, LLC
GFLW - Victory Portfolios II - VictoryShares Free Cash Flow Growth ETF
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
United Capital Financial Advisers, Llc
Algert Global Llc
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
VGI Partners Ltd
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Oak Harvest Investment Services
Lombard Odier Asset Management (USA) Corp
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
Graham Capital Management, L.P.
Ogorek Anthony Joseph /ny/ /adv
Reyes Financial Architecture, Inc.
4D Advisors, LLC
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Geneos Wealth Management Inc.
Two Sigma Investments, Lp
Private Trust Co Na
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
Meritage Portfolio Management
Bwcp, Lp
PKB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Building & Construction ETF
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
Everence Capital Management Inc
Price T Rowe Associates Inc /md/
Van Eck Associates Corp
Secure Asset Management, LLC
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
ROE - EA Series Trust - Astoria US Quality Kings ETF
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
Lisanti Capital Growth, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Webster Bank, N. A.
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Allocation Fund Class R
Aviva Plc
Creative Financial Designs Inc /adv
FSKGX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Strategies K6 Fund
HMS Capital Management, LLC
High Note Wealth, LLC
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
DekaBank Deutsche Girozentrale
Skandinaviska Enskilda Banken AB (publ)
Ronald Blue Trust, Inc.
Capital Performance Advisors Llp
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
Mayflower Financial Advisors, LLC
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
Stansberry Asset Management, Llc
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
GRPM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Equal Weight ETF
Jacobs Levy Equity Management, Inc
Sagespring Wealth Partners, Llc
CLARET ASSET MANAGEMENT Corp
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
Anderson Hoagland & Co
Simplex Trading, Llc
New York State Teachers Retirement System
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF
Sterling Capital Management LLC
Vontobel Holding Ltd.
Level Four Advisory Services, Llc
Jane Street Group, Llc
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
Mach-1 Financial Group, Inc.
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
NorthCrest Asset Manangement, LLC
Shaker Investments Llc/oh
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
Sound View Wealth Advisors Group, LLC
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
Federated Hermes, Inc.
Manchester Capital Management LLC
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
Securian Asset Management, Inc
Change Path, LLC
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Advanced Series Trust - Ast Small-cap Growth Portfolio
SYM FINANCIAL Corp
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Discovery Mid Cap Growth Fund Series II
Lecap Asset Management Ltd
Quantum Financial Advisors, LLC
Northern Trust Corp
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
Credit Agricole S A
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
HFM Investment Advisors, LLC
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
LCLAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Select Fund Class A
Invesco Ltd.
TEXN - iSHARES TRUST - iShares Texas Equity ETF
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
Winthrop Capital Management, LLC
Dividend Asset Capital, Llc
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
Asset Management One Co., Ltd.
ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
Mutual Of America Capital Management Llc
Verus Capital Partners, Llc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
Harwood Advisory Group, LLC
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Sivia Capital Partners, LLC
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
M&t Bank Corp
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
Fuller & Thaler Asset Management, Inc.
KGROX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP GROWTH FUND Institutional Class Shares
Capital Insight Partners, Llc
Prelude Capital Management, Llc
Klp Kapitalforvaltning As
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Gitterman Wealth Management, LLC
Engineers Gate Manager LP
Harbour Investments, Inc.
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Discovery Mid Cap Growth Fund Class R6
Fortitude Family Office, LLC
Peak6 Llc
Citigroup Inc
Ifrah Financial Services, Inc.
BlackRock, Inc.
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
Ritholtz Wealth Management
Shell Asset Management Co
Waddell & Associates, Llc
Park Square Financial Group, LLC
Mackenzie Financial Corp
Strs Ohio
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
HHM Wealth Advisors, LLC
Voya Investment Management Llc
Trifecta Capital Advisors, LLC
Pinnacle Financial Partners Inc
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Hsbc Holdings Plc
TRANSAMERICA SERIES TRUST - Transamerica Small/Mid Cap Value VP Initial
Harvest Investment Services, LLC
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
Wedmont Private Capital
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
Legal & General Group Plc
Nisa Investment Advisors, Llc
AVEWX - SCHWARTZ INVESTMENT TRUST - Ave Maria World Equity Fund
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
Crown Advisors Management, Inc.
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
Raymond James Financial Inc
Gateway Wealth Partners, LLC
AZBAX - ALLIANZ FUNDS - AllianzGI Small-Cap Fund Class A
RFG Advisory, LLC
Cowa, Llc
Encompass More Asset Management
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
BLACKROCK FUNDS - BlackRock SMID-Cap Growth Equity Fund Class K
IHT Wealth Management, LLC
PNSAX - PUTNAM FUNDS TRUST - Putnam Small Cap Growth Fund Class C shares
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
Maryland State Retirement & Pension System
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
Massmutual Trust Co Fsb/adv
Nebula Research & Development LLC
PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
CIBC Private Wealth Group, LLC
GW&K Investment Management, LLC
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
FICHX - CANTOR SELECT PORTFOLIOS TRUST - Cantor Growth Equity Fund Institutional Class
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
IWV - iSHARES TRUST - iShares Russell 3000 ETF
CPAEX - NORTHERN LIGHTS FUND TRUST III - Counterpoint Tactical Equity Fund Class A Shares
Hiddenite Capital Partners LP
Pnc Financial Services Group, Inc.
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
VLEOX - Value Line Small Cap Opportunities Fund, Inc. - Value Line Small Cap Opportunities Fund, Inc.
FEDERATED INSURANCE SERIES - Federated Kaufmann Fund II Primary Shares
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Growth Fund Class I
Aquatic Capital Management LLC
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Panagora Asset Management Inc
Steward Partners Investment Advisory, Llc
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
Fidelis Capital Partners, LLC
Wells Fargo & Company/mn
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
Headlands Technologies LLC
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
Advisor OS, LLC
Annis Gardner Whiting Capital Advisors, LLC
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
TFR Capital, LLC.
Monimus Capital Management, Lp
Naviter Wealth, LLC
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
Allworth Financial LP
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
Zacks Investment Management
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
Colonial Trust Co / SC
GQQQ - EA Series Trust - Astoria US Quality Growth Kings ETF
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
Arcus Capital Partners, LLC
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
Truist Financial Corp
Caitong International Asset Management Co., Ltd
Dynamic Advisor Solutions LLC
Globeflex Capital L P
Texas Permanent School Fund
Personal Cfo Solutions, Llc
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
Vident Advisory, LLC
OSCV - ETF Series Solutions - Opus Small Cap Value ETF
Clearbridge Investments, LLC
Arlington Trust Co LLC
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
Peterson Wealth Services
FCLAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Industrials Fund Class A
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
Holderness Investments Co
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
Readystate Asset Management Lp
Allianz Asset Management GmbH
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Oregon Public Employees Retirement Fund
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
AMID - EA Series Trust - Argent Mid Cap ETF
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Bogart Wealth, LLC
AE Wealth Management LLC
IAMOX - Voya VARIABLE PRODUCTS TRUST - Voya MidCap Opportunities Portfolio Class ADV
IMC-Chicago, LLC
Parkside Financial Bank & Trust
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
Wbi Investments, Inc.
Altshuler Shaham Ltd
Callan Family Office, LLC
Westover Capital Advisors, LLC
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
Colony Group, LLC
Leeward Financial Partners, LLC
Fiduciary Planning LLC
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
Bare Financial Services, Inc
Redhawk Wealth Advisors, Inc.
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
Pictet Asset Management Holding SA
Cypress Advisory Group LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
Laurus Investment Counsel Inc.
Huntleigh Advisors, Inc.
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
Fiera Capital Corp
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
Ameritas Investment Partners, Inc.
Distillate Capital Partners LLC
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
Meeder Advisory Services, Inc.
St Germain D J Co Inc
Brown Brothers Harriman & Co
American Capital Advisory, LLC
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
Financial Network Wealth Advisors LLC
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Lord, Abbett & Co. Llc
CAPROCK Group, Inc.
Sierra Summit Advisors Llc
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
Warren Averett Asset Management, LLC
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
Quadrature Capital Ltd
Hancock Whitney Corp
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
Victory Capital Management Inc
Townsquare Capital Llc
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
OMERS ADMINISTRATION Corp
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
VCBCX - VALIC Co I - Blue Chip Growth Fund
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Farringdon Capital, Ltd.
BI Asset Management Fondsmaeglerselskab A/S
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
Universal- Beteiligungs- und Servicegesellschaft mbH
South Dakota Investment Council
Beacon Harbor Wealth Advisors, Inc.
Thompson Davis & Co., Inc.
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
Congress Asset Management Co /ma
Northwestern Mutual Wealth Management Co
Profund Advisors Llc
FLOW - Global X Funds - Global X U.S. Cash Flow Kings 100 ETF
Advisors Asset Management, Inc.
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
FTHMX - Capitol Series Trust - FullerThaler Behavioral Mid-Cap Equity Fund Institutional Shares
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
Capital International Investors
Third Point LLC
Greenwood Capital Associates Llc
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
Kennedy Capital Management, Inc.
Columbia Funds Variable Series Trust II - CTIVP - Morgan Stanley Advantage Fund Class 1
Belpointe Asset Management LLC
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
PBMIX - FundVantage Trust - Polen U.S. SMID Company Growth Fund Institutional Class
Retirement Systems of Alabama
New Age Alpha Funds Trust - NAA Mid Growth Fund Institutional Class
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Spire Wealth Management
Profunds - Profund Vp Mid-cap Growth
Proficio Capital Partners LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Avalon Trust Co
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
North Star Investment Management Corp.
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
APHMX - ARTISAN PARTNERS FUNDS INC - Artisan Mid Cap Fund Institutional Shares
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
Retirement Guys Formula Llc
Empowered Funds, LLC
AMERICAN FUNDS INSURANCE SERIES - Global Small Capitalization Fund Class 1
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
CHCLX - AB DISCOVERY GROWTH FUND, INC. - AB DISCOVERY GROWTH FUND, INC. Class A
Balboa Wealth Partners
Texas Capital Funds Trust - Texas Capital Texas Equity Index ETF
Venturi Wealth Management, LLC
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Navellier & Associates Inc
Bell Investment Advisors, Inc
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
Johnson Financial Group, Inc.
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
SSCYX - SARATOGA ADVANTAGE TRUST - Small Capitalization Portfolio Class A
TRANSAMERICA SERIES TRUST - Transamerica T. Rowe Price Small Cap VP Initial
FDLS - Northern Lights Fund Trust IV - Inspire Fidelis Multi Factor ETF
Optimum Investment Advisors
Humankind Benefit Corp - Humankind US Stock ETF
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Net Worth Advisory Group
Maple Capital Management, Inc.
Prime Capital Investment Advisors, LLC
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
Neuberger Berman Group LLC
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
Mercer Global Advisors Inc /adv
VMIDX - VALIC Co I - Mid Cap Index Fund
Inceptionr Llc
Granahan Investment Management Inc/ma
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
FFNHX - VARIABLE INSURANCE PRODUCTS FUND IV - Industrials Portfolio Initial Class
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
O'shaughnessy Asset Management, Llc
Jones Financial Companies Lllp
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Artisan Partners Limited Partnership
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell
ENDW - EA Series Trust - Cambria Endowment Style ETF
Principia Wealth Advisory, LLC
Bridgewater Associates, LP
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
SEG Partners Long/Short Equity Fund
Ballentine Partners, LLC
Xponance, Inc.
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
Handelsbanken Fonder AB
Perbak Capital Partners LLP
Polymer Capital Management (US) LLC
Dimensional Fund Advisors Lp
Ubs Asset Management Americas Inc
SRVEX - VICTORY PORTFOLIOS - Victory Diversified Stock Fund Class A
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
Thrivent Financial For Lutherans
Treasurer of the State of North Carolina
EverSource Wealth Advisors, LLC
State of Wyoming
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
Meiji Yasuda Asset Management Co Ltd.
PineBridge Investments, L.P.
SWSCX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Equity Fund
Dynamic Technology Lab Private Ltd
Harvest Fund Management Co., Ltd
Blue Grotto Capital, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Bridges Investment Management Inc
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
MetLife Investment Management, LLC
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
PFG Advisors
Driehaus Capital Management Llc
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
DnB Asset Management AS
Nordea Investment Management Ab
State Of Wisconsin Investment Board
Pitcairn Co
Wiley Bros.-aintree Capital, Llc
Balyasny Asset Management Llc
Petra Financial Advisors Inc
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Mid Cap Growth Fund Class 3
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
Principal Securities, Inc.
Td Private Client Wealth Llc
Ci Investments Inc.
Mv Capital Management, Inc.
VisionPoint Advisory Group, LLC
Vermillion & White Wealth Management Group, LLC
EP Wealth Advisors, Inc.
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
NOMIX - Northern Funds - Northern Mid Cap Index Fund
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
Lindbrook Capital, Llc
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
SWAN Capital LLC
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
Optiver Holding B.V.
CWA Asset Management Group, LLC
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
IEOPX - Voya INVESTORS TRUST - Voya Large Cap Growth Portfolio Class ADV
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
Pallas Capital Advisors LLC
Chicago Partners Investment Group LLC
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
Meeder Asset Management Inc
Financiere des Professionnels - Fonds d,investissement inc.
Police & Firemen's Retirement System of New Jersey
Sheaff Brock Investment Advisors, LLC
QASGX - Federated MDT Series - Federated MDT Small Cap Growth Fund Class A Shares
Keebeck Alpha, LP
EWMCX - Wall Street EWM Funds Trust - Evercore Equity Fund
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
HRNOX - Manager Directed Portfolios - Hood River New Opportunities Fund Institutional Shares
California State Teachers Retirement System
American National Bank
Bridgefront Capital, LLC
Nicholas Company, Inc.
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
Quaker Wealth Management, LLC
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Fundamental Alternatives Fund Class R6
Schroder Investment Management Group
BNP Paribas Asset Management Holding S.A.
Kiker Wealth Management, LLC
Maseco Llp
Vinva Investment Management Ltd
State of Alaska, Department of Revenue
D'Orazio & Associates, Inc.
Silvercrest Asset Management Group Llc
Buckingham Strategic Partners
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
Mitsubishi UFJ Trust & Banking Corp
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Raleigh Capital Management Inc.
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
Keebeck Wealth Management, LLC
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
DTSGX - Wilshire Mutual Funds Inc - Small Company Growth Portfolio Investment Class
Envestnet Asset Management Inc
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
SG Americas Securities, LLC
Federation des caisses Desjardins du Quebec
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
EBI - RBB Fund Trust - Longview Advantage ETF
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
FLDFX - Meeder Funds - BALANCED FUND Retail Class
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
Larson Financial Group LLC
Jpmorgan Chase & Co
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
waypoint wealth counsel
Zacks Trust - Zacks Small-Cap Core Fund Investor Class Shares
Wealth Enhancement Advisory Services, Llc
Quest Partners LLC
STXG - EA Series Trust - Strive 1000 Growth ETF
Optimize Financial Inc
Strategic Planning Group, Llc
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
DRW Securities, LLC
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
Consolidated Planning Corp
National Bank Of Canada /fi/
GSPIX - GOLDMAN SACHS TRUST - Goldman Sachs Capital Growth Fund Institutional
Dunhill Financial, LLC
Archer Investment Corp
STXM - EA Series Trust - Strive Mid-Cap ETF
MJT & Associates Financial Advisory Group, Inc.
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
Smith Group Asset Management, LLC
Cornerstone Planning Group LLC
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
Charles Schwab Investment Management Inc
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
Cromwell Holdings LLC
Fmr Llc
Intech Investment Management Llc
Equitable Holdings, Inc.
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
Dakota Wealth Management
CBSAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Mid Cap Growth Fund Class A
Aqr Capital Management Llc
NMCAX - Voya EQUITY TRUST - Voya MidCap Opportunities Fund Class A
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
GK Wealth Management LLC
Cambridge Investment Research Advisors, Inc.
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
Other Listings
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