|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Verdence Capital Advisors LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
WESCAP Management Group, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Amica Mutual Insurance Co
|
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
|
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Numerai GP LLC
|
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
|
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow Dividend Leaders ETF
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
Gabelli Utility Trust
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A
|
|
|
|
|
|
Thrivent Core Funds - Thrivent Core Small Cap Value Fund
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
PENNX - ROYCE FUND - Royce Pennsylvania Mutual Fund Investment Class
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
Edmp, Inc.
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
RYDVX - ROYCE FUND - Royce Dividend Value Fund Service Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
|
BSMC - 2023 ETF Series Trust - Brandes U.S. Small-Mid Cap Value ETF
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
|
NLSAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Long Short Fund Class A
|
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
|
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class
|
|
|
|
|
|
Beddow Capital Management Inc
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/American Century Mid Cap Value Portfolio Class IB
|
|
|
|
|
|
Hilltop Holdings Inc.
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
|
|
|
|
|
Fuller & Thaler Asset Management, Inc.
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
|
|
|
|
|
|
Coldstream Capital Management Inc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
ACMVX - American Century Capital Portfolios Inc - Mid Cap Value Fund Investor Class
|
|
|
|
|
|
WVMIX - WILLIAM BLAIR FUNDS - William Blair Mid Cap Value Fund Class I
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
Foundry Partners, LLC
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
Cetera Trust Company, N.A
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
|
|
|
|
|
Cozad Asset Management Inc
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Putney Financial Group LLC
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Boston Partners
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
IYM - iSHARES TRUST - iShares U.S. Basic Materials ETF
|
|
|
|
|
|
William Blair Investment Management, Llc
|
|
|
|
|
|
Thomist Capital Management, LP
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Value Portfolio
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
|
|
|
|
|
|
BSCAX - Datum One Series Trust - BRANDES SMALL CAP VALUE FUND Class A
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
|
|
|
|
|
|
Colonial Trust Co / SC
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
TWSMX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Moderate Fund Investor Class
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
GSBDX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Growth Fund Class A Shares
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Cooke & Bieler Lp
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
|
|
|
|
|
|
Tema ETF Trust - Tema American Reshoring ETF
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
ESPAX - WELLS FARGO FUNDS TRUST - Wells Fargo Special Small Cap Value Fund Class A
|
|
|
|
|
|
EntryPoint Capital, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Gen-Wealth Partners Inc
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Ceredex Value Advisors LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
FAN - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Global Wind Energy ETF
|
|
|
|
|
|
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DRISX - Exchange Place Advisors Trust - NORTH SQUARE SMALL CAP VALUE FUND Class I
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
WPGTX - RBB FUND, INC. - WPG Partners Small/Micro Cap Value Fund INSTITUTIONAL
|
|
|
|
|
|
Security National Bank Of Sioux City Iowa /ia/
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
SSSFX - Advisors' Inner Circle Fund III - SouthernSun Small Cap Fund Class N Shares
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
VSCVX - VICTORY PORTFOLIOS - Victory Integrity Small-Cap Value Fund Class A
|
|
|
|
|
|
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
|
|
|
|
|
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Ashton Thomas Private Wealth, LLC
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
COMMERCE FUNDS - The MidCap Value Fund Shares
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund
|
|
|
|
|
|
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Shellback Capital, LP
|
|
|
|
|
|
Brighthouse Funds Trust I - Brighthouse Small Cap Value Portfolio Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
LOPP - Gabelli ETFs Trust - Gabelli Love Our Planet & People ETF
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
PrairieView Partners, LLC
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
FXZ - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Materials AlphaDEX Fund
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
|
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A
|
|
|
|
|
|
HWSM - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley SMID Cap Diversified Value Fund
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
KOID - Krane Shares Trust - KraneShares Global Humanoid and Embodied Intelligence Index ETF
|
|
|
|
|
|
Cobblestone Capital Advisors Llc /ny/
|
|
|
|
|
|
Benson Investment Management Company, Inc.
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Oppenheimer & Co Inc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
UBVLX - UNDISCOVERED MANAGERS FUNDS - Undiscovered Managers Behavioral Value Fund Class L
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
Becker Capital Management Inc
|
|
|
|
|
|
Uncommon Cents Investing LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
VASVX - VANGUARD WHITEHALL FUNDS - Vanguard Selected Value Fund Investor Shares
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Sona Asset Management (us) Llc
|
|
|
|
|
|
HOMPX - HOTCHKIS & WILEY FUNDS /DE/ - HW Opportunities MP Fund
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Schechter Investment Advisors, LLC
|
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
Ground Swell Capital, LLC
|
|
|
|
|
|
BTAL - AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
First Eagle Investment Management, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
|
|
|
|
|
NDIA - Global X Funds - Global X India Active ETF
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
Alpine Bank Wealth Management
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
JAHBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Value Trust NAV
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMALL CAP VALUE SERIES
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class
|
|
|
|
|
|
Fourth Dimension Wealth, LLC
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
GIMFX - GMO TRUST - GMO Implementation Fund
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
|
|
|
|
|
|
Quadrant Capital Group Llc
|
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
|
JCCIX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Small Cap Core Fund Class I
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
ISMVX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Value Fund Class I
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
|
|
|
|
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
|
|
|
|
|
|
MAIMX - VICTORY PORTFOLIOS - Victory Integrity Mid-Cap Value Fund Class A
|
|
|
|
|
|
Hilltop National Bank
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
|
|
|
|
|
|
NEOS Investment Management LLC
|
|
|
|
|
|
MSSCX - AMG Funds I - AMG Frontier Small Cap Growth Fund Class I
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
GBCIX - Gabelli Dividend Growth Fund - The Gabelli Dividend Growth Fund Class I
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
Atwood & Palmer Inc
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Royal Fund Management, LLC
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Frontier Capital Management Co Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
|
|
|
|
|
|
SSEFX - Advisors' Inner Circle Fund III - SouthernSun U.S. Equity Fund Class N Shares
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Mid Cap Value Fund Initial Class
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Glen Eagle Advisors, LLC
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
SBHCX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Core Fund Retail Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
First National Bank Of Omaha
|
|
|
|
|
|
EMC Capital Management
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
|
|
|
|
|
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
|
|
|
|
Parvin Asset Management, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Charter Trust Co
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Brandes Investment Partners, Lp
|
|
|
|
|
|
RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A
|
|
|
|
|
|
Mork Capital Management, LLC
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Livelsberger Financial Advisory
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund
|
|
|
|
|
|
KMDVX - Keeley Funds, Inc. - Keeley Mid Cap Dividend Value Fund Class A
|
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
|
Tema Etfs Llc
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
Ifrah Financial Services, Inc.
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
Davidson Kempner Capital Management Lp
|
|
|
|
|
|
Stansberry Asset Management, Llc
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
Arkadios Wealth Advisors
|
|
|
|
|
|
Holistic Financial Partners
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
|
Southernsun Asset Management, Llc
|
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
|
Canada Pension Plan Investment Board
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
New England Research & Management, Inc.
|
|
|
|
|
|
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
|
|
|
|
|
|
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
|
|
|
|
|
|
Delaware Vip Trust - Delaware Vip Small Cap Value Series Standard Class
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
MAISX - VICTORY PORTFOLIOS - Victory Integrity Small/Mid-Cap Value Fund Class A
|
|
|
|
|
|
Platinum Investment Management Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Gabelli Dividend & Income Trust
|
|
|
|
|
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
|
|
|
|
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
PCSVX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Value Equity Investments Class P
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
|
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Vulcan Value Partners, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
|
|
|
|
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
|
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
|
|
|
|
|
|
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Oxford Financial Group Ltd
|
|
|
|
|
|
Olstein Capital Management, L.P.
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
|
|
|
|
Jefferies Financial Group Inc.
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Select Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
Amplify ETF Trust - Amplify Cash Flow High Income ETF
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Sciencast Management LP
|
|
|
|
|
|
Sheets Smith Wealth Management
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
Earnest Partners Llc
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Landscape Capital Management, L.l.c.
|
|
|
|
|
|
VSSVX - VALIC Co I - Small Cap Special Values Fund
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Winslow Asset Management Inc
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
LSVQX - ADVISORS' INNER CIRCLE FUND - LSV Small Cap Value Fund Institutional Class Shares
|
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
Skylands Capital, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
AACRX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Conservative Fund R Class
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Slocum, Gordon & Co LLP
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
BVEFX - PROFESSIONALLY MANAGED PORTFOLIOS - Becker Value Equity Fund Retail Class
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
Westwood Holdings Group Inc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
Carnegie Capital Asset Management, LLC
|
|
|
|
|
|
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
Avantax Planning Partners, Inc.
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Washington Capital Management Inc
|
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
Erste Asset Management GmbH
|
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
|
|
|
|
|
|
First Bank & Trust
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
VVPSX - FINANCIAL INVESTORS TRUST - Vulcan Value Partners Small Cap Fund Investor Class Shares
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
|
|
|
|
|
|
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
|
|
|
|
|
|
Ulysses Management LLC
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
Connable Office Inc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Tributary Capital Management, LLC
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Stock Portfolio Class A
|
|
|
|
|
|
Profunds - Profund Vp Ultramid-cap
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
DEVLX - Delaware Group Equity Funds V - Delaware Small Cap Value Fund Class A
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
|
|
|
|
|
|
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
|
|
|
|
|
|
Clear Street Markets Llc
|
|
|
|
|
|
Royce Value Trust Inc
|
|
|
|
|
|
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
First National Advisers, LLC
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Panagora Asset Management Inc
|
|
|
|
|
|
Coastline Trust Co
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class
|
|
|
|
|
|
SDSCX - BNY Mellon Investment Funds I - BNY Mellon Small/Mid Cap Growth Fund Class I
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
AASCX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Stock Fund Class A
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
ACSMX - NEIMAN FUNDS - Advisors Capital Small/Mid Cap Fund
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Krane Funds Advisors LLC
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Agf Management Ltd
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
HWSIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Value Fund Class I
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Mid Cap Value Fund Standard Class
|
|
|
|
|
|
Highland Capital Management, Llc
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
|
|
|
|
|
|
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
|
|
|
|
|
|
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
|
MERDX - MERIDIAN FUND INC - MERIDIAN GROWTH FUND Legacy Class
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
|
|
|
|
|
|
Virtu Financial LLC
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Voloridge Investment Management, Llc
|
|
|
|
|
|
Wexford Capital Lp
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
Spire Wealth Management
|
|
|
|
|
|
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
First Citizens Bank & Trust Co
|
|
|
|
|
|
OFSFX - Managed Portfolio Series - Olstein Strategic Opportunities Fund Adviser Class
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund
|
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
|
TQSMX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Small & Mid-Cap Core Equity Fund
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Phocas Financial Corp.
|
|
|
|
|
|
Ramirez Asset Management, Inc.
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
Kovitz Investment Group Partners, LLC
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
DRISX - VALUED ADVISERS TRUST - Foundry Partners Fundamental Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Fruth Investment Management
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Clearbridge Investments, LLC
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
|
CSM Advisors, LLC
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
|
|
|
First United Bank Trust/
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
PENN SERIES FUNDS INC - Smid Cap Growth Fund
|
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
|
EKBAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Capital Builder Fund Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
Nuveen S&p 500 Buywrite Income Fund
|
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
|
GSMYX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Growth Fund Institutional
|
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
American Capital Advisory, LLC
|
|
|
|
|
|
Amica Retiree Medical Trust
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
HASCX - HARBOR FUNDS - Harbor Small Cap Value Fund Institutional Class
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
DASVX - Dunham Funds - Dunham Small Cap Value Fund Class A
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
|
Royce & Associates Lp
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
CenterBook Partners LP
|
|
|
|
|
|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
|
|
|
|
|
Cherry Tree Wealth Management, LLC
|
|
|
|
|
|
AFMC - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Mid Cap ETF
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Core Value Fund
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
|
AAARX - American Century Strategic Asset Allocations Inc - Strategic Allocation: Aggressive Fund R Class
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
MGMT - Unified Series Trust - Ballast Small/mid Cap Etf
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Security National Bank Of So Dak
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
