Miscellaneous business Credit Institutions - Largest Owners in this Industry

This is a list of institutions that have held positions in more than two companies within this industry since the beginning of our crawl horizon (somewhere in 2014). Industry is based on SIC codes reported with the SEC. Number of Known Investments is the total count of securities held as reported in filings with the SEC since the beginning of our crawl horizon.

Investor Number of Known Investments
IUSB - iSHARES TRUST - iShares Core Total USD Bond Market ETF 98
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF 96
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares 88
ISTB - iSHARES TRUST - iShares Core 1-5 Year USD Bond ETF 87
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares 78
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IA 75
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF 75
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class 74
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF 73
VBISX - VANGUARD BOND INDEX FUNDS - Vanguard Short-Term Bond Index Fund Investor Shares 73
GVI - iSHARES TRUST - iShares Intermediate Government/Credit Bond ETF 72
SPIB - SPDR SERIES TRUST - SPDR(R) Portfolio Intermediate Term Corporate Bond ETF 71
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF 71
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares 70
IGSB - iSHARES TRUST - iShares Short-Term Corporate Bond ETF 65
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund 64
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio 61
SWSBX - SCHWAB INVESTMENTS - Schwab Short-Term Bond Index Fund 57
SPSB - SPDR SERIES TRUST - SPDR(R) Portfolio Short Term Corporate Bond ETF 55
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF 55
VSCSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Short-Term Corporate Bond Index Fund Admiral Shares 55
BLACKROCK FUNDS - iShares U.S. Intermediate Credit Bond Index Fund 48
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class 48
QLTA - iSHARES TRUST - iShares Aaa - A Rated Corporate Bond ETF 48
SCHJ - SCHWAB STRATEGIC TRUST - Schwab 1-5 Year Corporate Bond ETF 47
TNSHX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Index Fund Institutional Class 45
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio 43
SLQD - iSHARES TRUST - iShares 0-5 Year Investment Grade Corporate Bond ETF 37
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio 36
EUSB - iSHARES TRUST - iShares ESG Advanced Total USD Bond Market ETF 36
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Short-Term Bond Index Fund Standard Class 34
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares 34
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1 33
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF 33
PACIFIC SELECT FUND - PD 1-3 Year Corporate Bond Portfolio Class P 32
Thrivent Core Funds - Thrivent Core Short-Term Reserve Fund 32
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF 30
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y 30
SUSB - iSHARES TRUST - iShares ESG 1-5 Year USD Corporate Bond ETF 29
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF 28
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class 27
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF 27
TCOFX - Adviser Managed Trust - Tactical Offensive Fixed Income Fund 27
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF 27
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class 26
VICSX - VANGUARD SCOTTSDALE FUNDS - Vanguard Intermediate-Term Corporate Bond Index Fund Admiral Shares 25
JPST - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 24
IGIB - iSHARES TRUST - iShares Intermediate-Term Corporate Bond ETF 24
VBIIX - VANGUARD BOND INDEX FUNDS - Vanguard Intermediate-Term Bond Index Fund Investor Shares 23
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class 22
EQ ADVISORS TRUST - EQ/Core Bond Index Portfolio Class IB 22
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A 22
SCHI - SCHWAB STRATEGIC TRUST - Schwab 5-10 Year Corporate Bond ETF 21
NUBD - Nushares ETF Trust - Nuveen ESG U.S. Aggregate Bond ETF 20
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1 20
DFSD - Dimensional ETF Trust - Dimensional Short-Duration Fixed Income ETF 20
MASTER BOND LLC - Master Total Return Portfolio 20
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares 19
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Term Extended Quality Portfolio Institutional Class Shares 19
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio II 19
JMGIX - JPMorgan Trust I - JPMorgan Managed Income Fund Class L 19
LSDIX - LOOMIS SAYLES FUNDS I - Loomis Sayles Intermediate Duration Bond Fund Class Y 19
Aberdeen Asia-pacific Income Fund Inc 19
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P 19
VFSTX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Short-Term Investment-Grade Fund Investor Shares 18
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares 18
VANGUARD VARIABLE INSURANCE FUNDS - Short-Term Investment-Grade Portfolio 18
FLOT - iSHARES TRUST - iShares Floating Rate Bond ETF 18
FLRN - SPDR SERIES TRUST - SPDR Bloomberg Barclays Investment Grade Floating Rate ETF 18
TUNAX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond A 17
LSST - Natixis ETF Trust - Natixis Loomis Sayles Short Duration Income ETF 17
STFBX - Advisers Investment Trust - State Farm Balanced Fund 17
BBSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders 1-5 Year U.S. Aggregate Bond ETF 17
PIMCO FUNDS - PIMCO Short-Term Floating NAV Portfolio III 17
FAFIX - PFM Multi-Manager Series Trust - PFM Multi-Manager Fixed-Income Fund Institutional Class 17
VCBDX - VALIC Co I - Core Bond Fund 16
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund 15
HYXU - iShares, Inc. - iShares International High Yield Bond ETF 15
SHAG - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Short-Term Aggregate Bond Fund N/A 15
DFCF - Dimensional ETF Trust - Dimensional Core Fixed Income ETF 15
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IA 15
KPFIX - KP Funds - KP FIXED INCOME FUND INSTITUTIONAL SHARES 15
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional 15
BKSB - BNY Mellon ETF Trust - BNY Mellon Short Duration Corporate Bond ETF 14
BlackRock Funds V - BlackRock Credit Strategies Income Fund Investor A Shares 14
TSDUX - MORGAN STANLEY PATHWAY FUNDS - Ultra-Short Term Fixed Income Fund 14
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A 14
NOBOX - Northern Funds - Northern Bond Index Fund 14
FNSOX - FIDELITY SALEM STREET TRUST - Fidelity Short-Term Bond Index Fund 13
IIIAX - Voya VARIABLE PORTFOLIOS INC - Voya International Index Portfolio Class ADV 13
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES 13
MZLIX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Institutional Shares 13
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV 13
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Short-Duration Real Return Portfolio Institutional Class 13
SKOR - FlexShares Trust - FlexShares Credit-Scored US Corporate Bond Index Fund 12
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional 12
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund 12
MINT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active Exchange-Traded Fund 12
VISTX - VANGUARD MALVERN FUNDS - Vanguard Institutional Short-Term Bond Fund Institutional Plus Shares 12
UBS Group AG 12
JAJBX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Emerging Markets Value Trust Series I 12
ICSH - iShares U.S. ETF Trust - iShares Ultra Short-Term Bond ETF 12
IBDQ - iSHARES TRUST - iShares iBonds Dec 2025 Term Corporate ETF 12
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund 12
IBPIX - Voya BALANCED PORTFOLIO INC - Voya Balanced Portfolio Class I 12
DFGBX - Dfa Investment Dimensions Group Inc - Dfa Five-year Global Fixed Income Portfolio - Institutional Class 12
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A 12
PACIFIC SELECT FUND - Managed Bond Portfolio Class I 12
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund 12
SYSB - iSHARES TRUST - iShares Edge U.S. Fixed Income Balanced Risk ETF 11
FLTR - VanEck Vectors ETF Trust - VanEck Vectors Investment Grade Floating Rate ETF 11
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF 11
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A 11
Proequities, Inc. 11
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Selectively Hedged Global Fixed Income Portfolio - Institutional Class 11
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares 11
VIGTX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class R6 11
FMBIX - FIDELITY SALEM STREET TRUST - Fidelity Municipal Bond Index Fund 11
MFEM - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF 11
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2 11
DUSB - Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF 11
Six Circles Trust - Six Circles Global Bond Fund 11
NRBAX - NEUBERGER BERMAN ALTERNATIVE FUNDS - Neuberger Berman Commodity Strategy Fund Class A 11
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI 11
VGXRX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Global ex-U.S. Real Estate Index Fund Investor 11
PNGAX - PUTNAM FUNDS TRUST - Putnam International Value Fund Class Y shares 11
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A 11
SA FUNDS INVESTMENT TRUST - SA Global Fixed Income Fund 11
ADVANCED SERIES TRUST - AST Multi-Sector Fixed Income Portfolio 11
Susquehanna International Group, Llp 11
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund 10
IMTB - iSHARES TRUST - iShares Core 5-10 Year USD Bond ETF 10
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B 10
Citadel Advisors Llc 10
SMQFX - Sei Institutional Investments Trust - Siit Emerging Markets Equity Fund - Class A 10
Oppenheimer Etf Trust 10
SDIAX - SUNAMERICA INCOME FUNDS - AIG Strategic Bond Fund Class A 10
STBAX - AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - INVESCO Short Term Bond Fund Class A 10
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1 10
HCIEX - HC CAPITAL TRUST - The International Equity Portfolio HC Strategic Shares 10
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a) 10
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional 10
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares 10
ACISX - Ab Corporate Shares - Ab Corporate Income Shares 10
SSCJX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Target Retirement 2035 Fund Class I 10
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a) 10
VGSTX - VANGUARD STAR FUNDS - Vanguard Star Fund 10
FTEJX - FIDELITY INVESTMENT TRUST - Fidelity Total Emerging Markets Fund Fidelity Advisor Total Emerging Markets Fund: Class I 10
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A 10
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF 10
AVSF - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income ETF 10
Dfa Investment Dimensions Group Inc - Va Global Bond Portfolio 10
RSGSX - RUSSELL INVESTMENT CO - U.S. Dynamic Equity Fund Class S 10
VUSFX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Ultra-Short-Term Bond Fund Admiral Shares 10
VFICX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Intermediate-Term Investment-Grade Fund Investor Shares 10
CSTBX - CALAMOS INVESTMENT TRUST/IL - Calamos Short-Term Bond Fund Class A 10
IBMI - iSHARES TRUST - iShares iBonds Sep 2020 Term Muni Bond ETF 10
QDYN - FlexShares Trust - FlexShares Quality Dividend Dynamic Index Fund 10
JPED - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Event Driven ETF 10
JALBX - John Hancock Funds II - Multimanager Lifestyle Balanced Portfolio Class A 10
NWJGX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Core Bond Fund Class A 10
PHIAX - PACE SELECT ADVISORS TRUST - PACE High Yield Investments Class A 10
GSIE - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) International Equity ETF 10
GMAMX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Alternatives Fund Class A Shares 10
TGHYX - TCW FUNDS INC - TCW High Yield Bond Fund I Class 10
SCHP - SCHWAB STRATEGIC TRUST - Schwab U.S. TIPS ETF 10
SAAAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET ACCUMULATION FUND Class F 10
CULAX - CALVERT FUND - Calvert Ultra-Short Duration Income Fund Class A 10
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares 10
ESEB - DBX ETF TRUST - Xtrackers Emerging Markets Bond - Interest Rate Hedged ETF 10
PAIDX - PIMCO FUNDS - PIMCO Short Asset Investment Fund Institutional Class 10
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund 10
BSCP - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Corporate Bond ETF 10
ISCFX - Voya Separate Portfolios Trust - Voya Investment Grade Credit Fund Class SMA 10
Advanced Series Trust - Ast Advanced Strategies Portfolio 10
ESCR - DBX ETF TRUST - Xtrackers Investment Grade Bond - Interest Rate Hedged ETF 10
ADVANCED SERIES TRUST - AST BlackRock Global Strategies Portfolio 10
NOSGX - Northern Funds - Northern Small Cap Value Fund 10
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial 9
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio 9
VCSBX - VALIC Co II - Strategic Bond Fund 9
GSIG - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF 9
SBHAX - Investment Managers Series Trust - Segall Bryant & Hamill All Cap Fund 9
SPEU - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Europe ETF 9
Deutsche Bank Ag\ 9
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA Five-Year Global Fixed Income Fund 9
PIMCO FUNDS - PIMCO Short Asset Portfolio 9
FLEU - Franklin Templeton ETF Trust - Franklin FTSE Europe Hedged ETF 9
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional 9
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A 9
JSACX - JPMorgan Trust I - JPMorgan SmartRetirement 2045 Fund Class C 9
Morgan Stanley 9
BLACKROCK FUNDS - BlackRock Emerging Markets Equity Strategies Fund Investor A 9
VGCAX - Vanguard Charlotte Funds - Vanguard Global Credit Bond Fund Admiral Shares 9
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A 9
AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF 9
GFRAX - GOLDMAN SACHS TRUST - Goldman Sachs High Yield Floating Rate Fund Class A Shares 9
Royal Bank Of Canada 9
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF 9
ANAGX - AB GLOBAL BOND FUND, INC. - AB GLOBAL BOND FUND, INC. Class A 9
JSOSX - JPMorgan Trust I - JPMorgan Strategic Income Opportunities Fund Class I 9
CEMB - iShares, Inc. - iShares J.P. Morgan EM Corporate Bond ETF 9
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund 9
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio 9
BlackRock Funds III - iShares Russell 1000 Large-Cap Index Fund Investor A Shares 9
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares 9
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A 9
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R 9
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio 9
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares 9
MASTER INVESTMENT PORTFOLIO - LifePath Dynamic 2025 Master Portfolio 9
CMCPX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Class A 9
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A 9
SEFIX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT INTERNATIONAL FIXED INCOME FUND - CLASS F, effective 1-31-2017 (formerly Class A) 9
Ubs Ag 9
MXBIX - GREAT-WEST FUNDS INC - Great-West Bond Index Fund Investor Class 9
NSTRX - COLUMBIA FUNDS SERIES TRUST - Columbia Short Term Bond Fund Class A 9
WCLD - WisdomTree Trust - WisdomTree Cloud Computing Fund N/A 9
MGLVX - Mercer Funds - Mercer Global Low Volatility Equity Fund Class Y-3 9
Jane Street Group, Llc 8
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Bond Fund Standard Class 8
PQDMX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA International Developed Markets Index Fund Class R6 8
DFGFX - Dfa Investment Dimensions Group Inc - Dfa Two-year Global Fixed Income Portfolio - Institutional Class 8
FZOLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Low Duration Income Fund 8
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio 8
FAUDX - Fidelity Rutland Square Trust II - Strategic Advisers Short Duration Fund 8
IBDN - iSHARES TRUST - iShares iBonds Dec 2022 Term Corporate ETF 8
QSRIX - AQR Funds - AQR Small Cap Relaxed Constraint Equity Fund Class I 8
VEU - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund ETF Shares 8
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1 8
BlackRock Funds II - BLACKROCK 80/20 TARGET ALLOCATION FUND INSTITUTIONAL SHARES 8
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares 8
Tower Research Capital LLC (TRC) 8
FLDR - Fidelity Merrimack Street Trust - Fidelity Low Duration Bond Factor ETF 8
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares 8
VNLA - Janus Detroit Street Trust - Janus Henderson Short Duration Income ETF 8
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares 8
CAGLX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Global Public Equity Fund Institutional Shares 8
Citigroup Inc 8
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A 8
FTIHX - FIDELITY SALEM STREET TRUST - Fidelity Total International Index Fund 8
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional 8
PUTNAM VARIABLE TRUST - Putnam VT Multi-Asset Absolute Return Fund Class IA 8
VDAFX - VALIC Co I - Dynamic Allocation Fund 8
BlackRock Funds V - BlackRock Low Duration Bond Portfolio Investor A Shares 8
FJTDX - FIDELITY SALEM STREET TRUST - Fidelity Flex Conservative Income Bond Fund 8
FCONX - FIDELITY SALEM STREET TRUST - Fidelity Conservative Income Bond Fund 8
IXUS - iSHARES TRUST - iShares Core MSCI Total International Stock ETF 8
VUSB - VANGUARD BOND INDEX FUNDS - Vanguard Ultra-Short Bond ETF ETF Shares 8
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1 8
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio 8
IASBX - Voya FUNDS TRUST - Voya Short Term Bond Fund Class A 8
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class 8
Kcg Holdings, Inc. 8
Wells Fargo & Company/mn 8
AGZD - WisdomTree Trust - WisdomTree Interest Rate Hedged U.S. Aggregate Bond Fund N/A 8
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Core Equity Portfolio Institutional Class Shares 8
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio 8
HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I 8
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A 8
DBAW - DBX ETF TRUST - Xtrackers MSCI All World ex US Hedged Equity ETF 8
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund 8
IBDP - iSHARES TRUST - iShares iBonds Dec 2024 Term Corporate ETF 8
VSGX - VANGUARD WORLD FUND - Vanguard ESG International Stock ETF ETF Shares 8
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A 8
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class 8
AXA PREMIER VIP TRUST - Charter Multi-Sector Bond Portfolio Class A 8
VGTSX - VANGUARD STAR FUNDS - Vanguard Total International Stock Index Fund Investor Shares 8
PIN - Invesco India Exchange-Traded Fund Trust - Invesco India ETF 7
FITFX - FIDELITY SALEM STREET TRUST - Fidelity Flex International Index Fund 7
CMGUX - COLUMBIA FUNDS SERIES TRUST I - Columbia Ultra Short Term Bond Fund Institutional 3 Class 7
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A 7
FDTS - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US Small Cap AlphaDEX Fund 7
RAVI - FlexShares Trust - FlexShares Ready Access Variable Income Fund 7
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund 7
IBDR - iSHARES TRUST - iShares iBonds Dec 2026 Term Corporate ETF 7
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1 7
FSGGX - FIDELITY SALEM STREET TRUST - Fidelity Global ex U.S. Index Fund 7
DFELX - Dfa Investment Dimensions Group Inc - Enhanced U.s. Large Company Portfolio 7
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A 7
SUNAMERICA SERIES TRUST - SA DFA Ultra Short Bond Portfolio Class 1 7
TWAAX - THRIVENT MUTUAL FUNDS - Thrivent International Allocation Fund Class A 7
BlackRock Funds V - BlackRock Emerging Markets Bond Fund Institutional Shares 7
Pnc Financial Services Group, Inc. 7
IFP Advisors, Inc 7
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund 7
JNBAX - JPMorgan Trust I - JPMorgan Income Builder Fund Class A 7
PULS - PGIM ETF TRUST - PGIM Ultra Short Bond ETF 7
NWJSX - NATIONWIDE MUTUAL FUNDS - Nationwide Loomis Short Term Bond Fund Class A 7
NEAR - iShares U.S. ETF Trust - iShares Short Maturity Bond ETF 7
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund 7
JHEM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Emerging Markets ETF 7
AUMIX - Allianz Funds Multi-Strategy Trust - AllianzGI Ultra Micro Cap Fund Institutional Class 7
John Hancock Funds II - International Strategic Equity Allocation Fund Class NAV 7
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 7
DFIHX - Dfa Investment Dimensions Group Inc - Dfa One-year Fixed Income Portfolio - Institutional Class 7
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A 7
VFWIX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard FTSE All-World ex-US Index Fund Investor Shares 7
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares 7
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer International Bond Fund Class R6 7
THRIVENT SERIES FUND INC - Thrivent International Allocation Portfolio Class A 7
Jpmorgan Chase & Co 7
VTWSX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund Investor Shares 7
CMIUX - Six Circles Trust - Six Circles Managed Equity Portfolio International Unconstrained Fund 7
TUNIX - TRANSAMERICA FUNDS - Transamerica Unconstrained Bond I 7
FSTBX - FEDERATED GLOBAL ALLOCATION FUND - FEDERATED GLOBAL ALLOCATION FUND Class A Shares 7
NUSFX - Northern Funds - Northern Ultra-short Fixed Income Fund 7
FVLAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Value Leaders Fund Class A 7
Tiaa-cref Funds 7
VCCBX - VALIC Co II - Core Bond Fund 7
MASTER INVESTMENT PORTFOLIO - Total International ex U.S. Index Master Portfolio 7
BLACKROCK FUNDS - BlackRock Short Obligations Fund Class K Shares 7
NUSA - Nushares ETF Trust - Nuveen Enhanced Yield 1-5 Year U.S. Aggregate Bond ETF 7
Vanguard Whitehall Funds 7
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund 7
IADEX - Voya MUTUAL FUNDS - Voya Diversified Emerging Markets Debt Fund Class A 7
MASTER LARGE CAP SERIES LLC - Master Advantage Large Cap Core Portfolio 7
EIPCX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Commodity Strategy Fund Institutional Class 7
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares 7
DFCFX - Dimensional Investment Group Inc - Dfa Two-year Fixed Income Portfolio 7
Bank Of America Corp /de/ 7
MEDAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Fund A 7
Goldman Sachs Group Inc 7
CUSDX - Six Circles Trust - Six Circles Ultra Short Duration Fund 7
VCCCX - VALIC Co I - Capital Conservation Fund 7
FSGEX - FIDELITY SALEM STREET TRUST - Fidelity Series Global ex U.S. Index Fund 7
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I 7
RFBSX - RUSSELL INVESTMENT CO - Short Duration Bond Fund Class S 7
American International Group, Inc. 7
GMCOX - GPS Funds I - GuideMark(R) Core Fixed Income Fund Service Shares 7
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF 7
VARIABLE INSURANCE PRODUCTS FUND II - International Index Portfolio Initial Class 7
HBLAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD BALANCED INCOME FUND Class A 7
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund 7
College Retirement Equities Fund 7
JVANX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Equity Index Trust NAV 7
Dfa Investment Dimensions Group Inc - Va Short-term Fixed Portfolio 7
ACWX - iSHARES TRUST - iShares MSCI ACWI ex U.S. ETF 7
GHYG - iShares, Inc. - iShares US & Intl High Yield Corp Bond ETF 6
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund 6
Renaissance Technologies Llc 6
VTIBX - Vanguard Charlotte Funds - Vanguard Total International Bond Index Fund Investor Shares 6
JNL SERIES TRUST - JNL Bond Index Fund (I) 6
Manager Directed Portfolios - Pemberwick Fund Shares 6
AIM INVESTMENT SECURITIES FUNDS (INVESCO INVESTMENT SECURITIES FUNDS) - Invesco Oppenheimer Intermediate Income Fund Class R6 6
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Core Bond Portfolio Class 1 6
HTRB - Hartford Funds Exchange-Traded Trust - Hartford Total Return Bond ETF 6
JNL SERIES TRUST - JNL/DFA International Core Equity Fund (I) 6
PYGSX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Global Low Duration Fund (Investor Class) 6
HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares 6
NTAUX - Northern Funds - Northern Tax-advantaged Ultra-short Fixed Income Fund 6
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF 6
GSY - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Ultra Short Duration ETF 6
Jnl Variable Fund Llc - Jnl/mellon Financial Sector Fund (a) 6
WLTAX - IVY FUNDS - Ivy Limited-Term Bond Fund Class A 6
LDCAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Core Bond Fund Class A 6
(NWAKX) - NATIONWIDE MUTUAL FUNDS - Nationwide AllianzGI International Growth Fund Institutional Service Class 6
GEQIX - GLENMEDE FUND INC - Equity Income Portfolio 6
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A 6
Ivy Variable Insurance Portfolios - Ivy VIP Limited-Term Bond Class II 6
Nomura Holdings Inc 6
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV 6
VGEAX - VIRTUS OPPORTUNITIES TRUST - Virtus Vontobel Greater European Opportunities Fund Class A 6
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class 6
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A 6
DCFFX - Brinker Capital Destinations Trust - Destinations Core Fixed Income Fund Class I 6
DIEFX - Brinker Capital Destinations Trust - Destinations International Equity Fund Class I 6
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial 6
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund 6
STATE STREET MASTER FUNDS - State Street International Developed Equity Index Portfolio 6
EMCR - DBX ETF TRUST - Xtrackers MSCI ACWI ex USA ESG Leaders Equity ETF 6
CBRAX - JPMorgan Trust I - JPMorgan Corporate Bond Fund Class A 6
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I 6
IBDX - iSHARES TRUST - iShares iBonds Dec 2032 Term Corporate ETF 6
ADVANCED SERIES TRUST - AST BlackRock/Loomis Sayles Bond Portfolio 6
IMBAX - Voya INVESTORS TRUST - Voya Limited Maturity Bond Portfolio Class ADV 6
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class 6
WELLS FARGO MASTER TRUST - Wells Fargo Bloomberg Barclays US Aggregate ex-Corporate Portfolio 6
Envestnet Asset Management Inc 6
ADVANCED SERIES TRUST - AST AllianzGI World Trends Portfolio 6
BSCQ - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Corporate Bond ETF 6
Aqr Capital Management Llc 6
JNL SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (I) 6
Virtu Financial LLC 6
CWI - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) MSCI ACWI EX-US ETF 6
IIGD - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Investment Grade Defensive ETF 6
FZILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO International Index Fund 6
Global X Funds 6
UYM - PROSHARES TRUST - ProShares Ultra Basic Materials 6
GXUS - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta(R) Total International Equity ETF 6
SPWAX - AMERICAN BEACON FUNDS - American Beacon Stephens Small Cap Growth Fund A Class 6
ICIFX - Invesco Management Trust - Invesco Conservative Income Fund Institutional Class 6
RFEM - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Emerging Markets ETF 6
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A 6
ULST - SSGA Active Trust - SPDR SSGA Ultra Short Term Bond ETF 6
FULAX - FEDERATED TOTAL RETURN SERIES INC - Federated Ultrashort Bond Fund Class A Shares 6
GGBFX - GuideStone Funds - Global Bond Fund Investor 6
WELLS FARGO MASTER TRUST - Wells Fargo U.S. REIT Portfolio 6
EKSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Diversified Income Builder Fund Class A 6
Advisor Group Holdings, Inc. 6
QCVAX - Clearwater Investment Trust - Clearwater International Fund 6
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I 6
eCIO, Inc. 6
Hartford Mutual Funds Inc/ct 6
BlackRock Funds IV - BlackRock Global Long/Short Credit Fund Investor A Shares 6
PYLMX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Limited Maturity Fund (Investor Class) 6
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Advantage Allocation Fund Standard Class 6
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class 6
JENHX - JOHNSON MUTUAL FUNDS TRUST - Johnson Enhanced Return Fund 6
Barclays Plc 6
Huntington National Bank 6
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Global Strategic Income Fund Series II 6
JIBFX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Core Bond Fund Class I 6
JIBDX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Short Duration Bond Fund Class I 6
DFA INVESTMENT DIMENSIONS GROUP INC - T.A. World ex U.S. Core Equity Portfolio - Institutional Class 6
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A 6
PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional 6
LBLAX - THRIVENT MUTUAL FUNDS - Thrivent Limited Maturity Bond Fund Class A 6
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A 6
THRIVENT SERIES FUND INC - Thrivent Limited Maturity Bond Portfolio Class A 6
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A 6
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A 6
IBDD - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ETF 6
IBDO - iSHARES TRUST - iShares iBonds Dec 2023 Term Corporate ETF 6
IBDS - iSHARES TRUST - iShares iBonds Dec 2027 Term Corporate ETF 6
RGCYX - RUSSELL INVESTMENT CO - Opportunistic Credit Fund Class Y 5
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio 5
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund 5
BSCM - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2022 Corporate Bond ETF 5
ICTUX - ICON FUNDS - ICON Utilities Fund Class S 5
AVSE - AMERICAN CENTURY ETF TRUST - Avantis Responsible Emerging Markets Equity ETF 5
Geode Capital Management, Llc 5
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A 5
Credit Suisse Ag/ 5
Global Macro Absolute Return Advantage Portfolio - Global Macro Absolute Return Advantage Portfolio 5
Global Macro Portfolio - Global Macro Portfolio 5
TLTE - FlexShares Trust - FlexShares Morningstar Emerging Markets Factor Tilt Index Fund 5
MXFLX - GREAT-WEST FUNDS INC - Great-West Lifetime 2025 Fund Service Class 5
Bank of New York Mellon Corp 5
TCOEX - Adviser Managed Trust - Tactical Offensive Equity Fund 5
LUBAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Ultra Short Bond Fund Class A 5
Bnp Paribas Arbitrage, Sa 5
MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class 5
GTOS - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Short Duration Bond ETF 5
IBCE - iSHARES TRUST - iShares iBonds Mar 2023 Term Corporate ex-Financials ETF 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Sustainability Core 1 Portfolio Institutional Class 5
SCHE - SCHWAB STRATEGIC TRUST - Schwab Emerging Markets Equity ETF 5
PIAFX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Multi-Asset Income Fund Class A 5
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Social Core Equity Portfolio Shares 5
NOEMX - Northern Funds - Northern Emerging Markets Equity Index Fund 5
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I 5
SHUYX - AB BOND FUND, INC. - AB Short Duration Income Portfolio Advisor Class 5
CSHTX - AB CORPORATE SHARES - AB Taxable Multi-Sector Income Shares 5
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I 5
Mfs Charter Income Trust 5
USTB - Victory Portfolios II - VictoryShares USAA Core Short-Term Bond ETF 5
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A 5
Pimco Corporate & Income Strategy Fund 5
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES 5
VIHAX - VANGUARD WHITEHALL FUNDS - Vanguard International High Dividend Yield Index Fund Admiral Shares 5
MSIDX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Strategic Income Portfolio Class I 5
DFAE - Dimensional ETF Trust - Dimensional Emerging Core Equity Market ETF 5
Global Macro Capital Opportunities Portfolio - Global Macro Capital Opportunities Portfolio 5
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A 5
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class 5
Pimco Corporate & Income Opportunity Fund 5
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class 5
BSCR - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Corporate Bond ETF 5
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV 5
PENN SERIES FUNDS INC - Developed International Index Fund 5
DFCEX - Dfa Investment Dimensions Group Inc - Emerging Markets Core Equity Portfolio - Institutional Class 5
Jpmorgan Trust Iii 5
CIUEX - Six Circles Trust - Six Circles International Unconstrained Equity Fund 5
JOHIX - Advisers Investment Trust - JOHCM International Select Fund Class I 5
FLIN - Franklin Templeton ETF Trust - Franklin FTSE India ETF 5
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Commodity Strategy Portfolio Shares 5
IAGG - iSHARES TRUST - iShares Core International Aggregate Bond ETF 5
VEIEX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Emerging Markets Stock Index Fund Investor Shares 5
SPEM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Emerging Markets ETF 5
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A 5
State Street Corp 5
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A 5
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A 5
ABAEX - AB CAP FUND, INC. - AB Emerging Markets Multi-Asset Portfolio Class A 5
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A 5
FLAX - Franklin Templeton ETF Trust - Franklin FTSE Asia ex Japan ETF 5
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A 5
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF 5
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A 5
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1 5
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1 5
Ladenburg Thalmann Financial Services Inc 5
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1 5
DAADX - DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets ex China Core Equity Portfolio Institutional Class 5
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series 5
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund 5
HCXSX - HC CAPITAL TRUST - The U.S. Corporate Fixed Income Securities Portfolio HC Strategic Shares 5
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio 5
BBIEX - Bridge Builder Trust - Bridge Builder International Equity Fund 5
IQDF - FlexShares Trust - FlexShares International Quality Dividend Index Fund 5
Dfa Investment Dimensions Group Inc - Dfa Targeted Credit Portfolio Institutional Class 5
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF 5
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A 5
DIISX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon International Stock Index Fund Investor Shares 5
GTRAX - PRUDENTIAL GLOBAL TOTAL RETURN FUND, INC. - PGIM Global Total Return Fund Class A 5
CSDAX - CALVERT FUND - Calvert Short Duration Income Fund Class A 5
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares 5
ACCEX - Aim Investment Securities Funds (invesco Investment Securities Funds) - Invesco Corporate Bond Fund Class C 5
Invesco Bond Fund 5
JFINX - JOHNSON MUTUAL FUNDS TRUST - Johnson Fixed Income Fund 5
OWFIX - OLD WESTBURY FUNDS INC - Old Westbury Fixed Income Fund 5
Northern Trust Corp 5
THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A 5
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A 5
INDF - EXCHANGE TRADED CONCEPTS TRUST - Nifty India Financials ETF 5
John Hancock Hedged Equity & Income Fund 5
VTIIX - Vanguard Charlotte Funds - Vanguard Total International Bond II Index Fund Investor Shares 5
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I 5
AAINX - THRIVENT MUTUAL FUNDS - Thrivent Opportunity Income Plus Fund Class A 5
EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB 5
IQIN - IndexIQ ETF Trust - IQ 500 International ETF 5
USBF - iSHARES TRUST - iShares USD Bond Factor ETF 5
IEPIX - Voya VARIABLE PORTFOLIOS INC - Voya Emerging Markets Index Portfolio Class I 5
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional 5
AVEM - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity ETF 5
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio 5
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A 5
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio 5
FTIAX - FEDERATED INCOME SECURITIES TRUST - Federated Short-Term Income Fund Class A Shares 5
CACTX - ADVISORS' INNER CIRCLE FUND - Cornerstone Advisors Core Plus Bond Fund Institutional Shares 5
Principal Funds Inc 5
Old Mission Capital Llc 5
Brighthouse Funds Trust I - AB International Bond Portfolio Class B 5
MetLife Securities, Inc 5
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A 5
EPI - WisdomTree Trust - WisdomTree India Earnings Fund N/A 5
JEVNX - John Hancock Funds II - Emerging Markets Fund Class NAV 5
TCTRX - TIAA-CREF FUNDS - TIAA-CREF Short-Term Bond Fund Retail Class 5
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N 5
TSBIX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Bond Fund Institutional Class 5
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1 5
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A 5
WLCTX - Wilshire Mutual Funds Inc - Wilshire International Equity Fund Investment Class 5
Pimco Dynamic Income Fund 5
MACSX - MATTHEWS INTERNATIONAL FUNDS - MATTHEWS ASIAN GROWTH AND INCOME FUND Investor Class Shares 5
BBSGX - Sterling Capital Funds - Sterling Capital Short Duration Bond Fund Institutional Class 5
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF 5
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund 5
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares 5
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III 5
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC 5
AVEEX - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Equity Fund Institutional Class 5
HUBAX - Hartford Series Fund Inc - Hartford Ultrashort Bond Hls Fund Ia 5
WEUSX - Sei Institutional Investments Trust - Siit World Equity Ex-us Fund - Class A 5
GMF - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) EMERGING ASIA PACIFIC ETF 5
IEMG - iShares, Inc. - iShares Core MSCI Emerging Markets ETF 5
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio 5
WINAX - WILMINGTON FUNDS - Wilmington International Fund Class A Shares 5
NTBAX - Northern Lights Fund Trust - Navigator Tactical Fixed Income Fund Class A Shares 5
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1 5
IVVYX - IVY FUNDS - Ivy International Core Equity Fund Class Y 5
WPSGX - AB CAP FUND, INC. - AB Concentrated Growth Fund Advisor Class 5
EMNT - PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund 5
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional 5
BSCO - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2024 Corporate Bond ETF 5
Hrt Financial Lp 5
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced Emerging Markets Portfolio 5
MZLSX - PROFESSIONALLY MANAGED PORTFOLIOS - Muzinich Low Duration Fund Supra Institutional Shares 5
Millennium Management Llc 5
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class 4
Mfs Multimarket Income Trust 4
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Emerging Markets Equity Index Fund Standard Class 4
EQ ADVISORS TRUST - EQ/Franklin Balanced Managed Volatility Portfolio Class IA 4
FIVA - FIDELITY COVINGTON TRUST - Fidelity International Value Factor ETF 4
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A 4
Fifth Third Bancorp 4
DEW - WisdomTree Trust - WisdomTree Global High Dividend Fund N/A 4
PYCEX - PAYDEN & RYGEL INVESTMENT GROUP - Payden Emerging Markets Corporate Bond Fund (Investor Class) 4
BlackRock Investment Management, LLC 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Balanced VP Service 4
Northwestern Mutual Wealth Management Co 4
TEQKX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Equity Index Fund Retail Class 4
TAISX - TIAA-CREF FUNDS - TIAA-CREF Quant International Small-Cap Equity Fund Advisor Class 4
FEM - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Emerging Markets AlphaDEX Fund 4
Vanguard World Fund 4
Jnl Series Trust - Jnl/t. Rowe Price Short-term Bond Fund (a) 4
Managed Account Advisors Llc 4
Dimensional Fund Advisors Lp 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Total Return VP Initial 4
MKRSX - MASSMUTUAL SELECT FUNDS - MM MSCI EAFE International Index Fund Service Class 4
EMLAX - MFS SERIES TRUST X - MFS Emerging Markets Debt Local Currency Fund A 4
UEVM - Victory Portfolios II - VictoryShares USAA MSCI Emerging Markets Value Momentum ETF 4
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Conservative Balanced Fund Series I 4
Blackrock Funds - Blackrock Advantage International Fund Institutional Class 4
QEMM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets StrategicFactors ETF 4
IBDM - iSHARES TRUST - iShares iBonds Dec 2021 Term Corporate ETF 4
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc. 4
AVSFX - AMERICAN CENTURY ETF TRUST - Avantis Short-Term Fixed Income Fund Institutional Class 4
Alliancebernstein L.p. 4
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I 4
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc. 4
IQDY - FlexShares Trust - FlexShares International Quality Dividend Dynamic Index Fund 4
JNL SERIES TRUST - JNL Emerging Markets Index Fund (I) 4
Emerging Markets Local Income Portfolio - Emerging Markets Local Income Portfolio 4
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class 4
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Wealth Builder Fund Standard Class 4
JIBEX - JOHNSON MUTUAL FUNDS TRUST - Johnson Institutional Intermediate Bond Fund Class I 4
IBDT - iSHARES TRUST - iShares iBonds Dec 2028 Term Corporate ETF 4
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Short Term Bond Fund Class I 4
MXENX - GREAT-WEST FUNDS INC - Great-West Emerging Markets Equity Fund Institutional Class 4
ACPSX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Core Plus Bond Fund Class A 4
Old Mission Capital, Llc 4
Advent Claymore Convertible Securities & Income Fund 4
VANGUARD VARIABLE INSURANCE FUNDS - Small Company Growth Portfolio 4
KPIEX - KP Funds - KP INTERNATIONAL EQUITY FUND INSTITUTIONAL SHARES 4
AAXJ - iSHARES TRUST - iShares MSCI All Country Asia ex Japan ETF 4
ACIMX - American Century Quantitative Equity Funds, Inc. - International Core Equity Fund Investor Class 4
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF 4
NORTHWESTERN MUTUAL SERIES FUND INC - Short-Term Bond Portfolio 4
IICFX - Voya MUTUAL FUNDS - Voya Multi-Manager International Factors Fund Class I 4
MSEJX - MASSMUTUAL SELECT FUNDS - MM Select Equity Asset Fund Class I 4
BlackRock Funds IV - BlackRock Impact Bond Fund Institutional Shares 4
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio 4
Advisor Group, Inc. 4
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IA 4
SBTOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay B Portfolio Class 1 4
IBDL - iSHARES TRUST - iShares iBonds Dec 2020 Term Corporate ETF 4
State Farm Variable Product Trust 4
SA FUNDS INVESTMENT TRUST - SA Emerging Markets Value Fund 4
FERGX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Index Fund 4
CASAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Pacific/Asia Fund Class A 4
GGHEX - GMO TRUST - GMO Alpha Only Fund Class III 4
John Hancock Collateral Trust - John Hancock Collateral Trust 4
SBIAX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral International Equity Fund Class A 4
Kassirer Asset Management Corp 4
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares 4
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio 4
GEM - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Emerging Markets Equity ETF 4
GIGB - Goldman Sachs ETF Trust - Goldman Sachs Access Investment Grade Corporate Bond ETF 4
VWINX - VANGUARD WELLESLEY INCOME FUND - VANGUARD WELLESLEY INCOME FUND Investor Shares 4
GIMFX - GMO TRUST - GMO Implementation Fund 4
PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Core Short-Term Bond Fund 4
BlackRock Funds V - BlackRock High Yield Bond Portfolio Service Shares 4
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio 4
ADVANCED SERIES TRUST - AST Legg Mason Diversified Growth Portfolio 4
ADVANCED SERIES TRUST - AST Prudential Flexible Multi-Strategy Portfolio 4
KIFAX - Forward Funds - Salient Select Income Fund Class A 4
Sei Investments Co 4
GSEE - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta Emerging Markets Equity ETF 4
DAPAX - BNY Mellon Investment Funds V, Inc. - BNY Mellon Large Cap Growth Fund Class A 4
Oppenheimer Global Strategic Income Fund 4
JNL SERIES TRUST - JNL/Neuberger Berman Commodity Strategy Fund (I) 4
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia 4
BlackRock Credit Strategies Fund 4
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2032 Corporate Bond ETF 4
DBEM - DBX ETF TRUST - Xtrackers MSCI Emerging Markets Hedged Equity ETF 4
WCIIX - WELLS FARGO FUNDS TRUST - Wells Fargo Conservative Income Fund Institutional Class 4
EEM - iShares, Inc. - iShares MSCI Emerging Markets ETF 4
EEMA - iShares, Inc. - iShares MSCI Emerging Markets Asia ETF 4
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1 4
BKF - iShares, Inc. - iShares MSCI BRIC ETF 4
EEMX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF 4
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF 4
INDA - iSHARES TRUST - iShares MSCI India ETF 4
NERAX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Emerging Markets Debt Fund Class A 4
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF 4
EMXC - iShares, Inc. - iShares MSCI Emerging Markets ex China ETF 4
LIIAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Corporate Income Fund Class A 4
LFLAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Global Flexible Income Fund Class A 4
SIEMX - SEI INSTITUTIONAL INTERNATIONAL TRUST - SIT EMERGING MARKETS EQUITY FUND - CLASS F, effective 1-31-2017 (formerly Class A) 4
BFIX - Build Funds Trust - Build Bond Innovation ETF 4
BSCN - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2023 Corporate Bond ETF 4
Brighthouse Funds Trust I - SSGA Emerging Markets Enhanced Index Portfolio Class B 4
PBND - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta US Aggregate Bond ETF 4
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio 4
BLACKROCK INDEX FUNDS, INC. - iShares Russell 2000 Small-Cap Index Fund Investor A 4
TEMUX - MORGAN STANLEY PATHWAY FUNDS - Emerging Markets Equity Fund 4
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A 4
MTSMX - BNY MELLON FUNDS TRUST - BNY Mellon Tax Sensitive Large Cap Multi-Strategy Fund Class M Shares 4
Eaton Vance Management 4
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class 4
GLBLX - LEUTHOLD FUNDS INC - Leuthold Global Fund (Retail) 4
Ground Swell Capital, LLC 4
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio 4
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class 4
Rhumbline Advisers 4
VLAAX - Value Line Asset Allocation Fund Inc - Value Line Asset Allocation Fund Inc 4
Brighthouse Funds Trust II - Baillie Gifford International Stock Portfolio Class A 4
MEMQX - Mercer Funds - Mercer Emerging Markets Equity Fund Class Y-3 4
CGAIX - CAUSEWAY CAPITAL MANAGEMENT TRUST - Causeway Global Absolute Return Fund Institutional Class 4
FPADX - FIDELITY SALEM STREET TRUST - Fidelity Emerging Markets Index Fund 4
PACIFIC SELECT FUND - PD Emerging Markets Portfolio Class P 4
VALT - ETF Managers Trust - ETFMG Sit Ultra Short ETF 4
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A 4
State Farm Mutual Fund Trust 4
PACIFIC SELECT FUND - Short Duration Bond Portfolio Class I 4
Creative Planning 4
LPL Financial LLC 4
BGRN - iSHARES TRUST - iShares Global Green Bond ETF 4
PIMCO FUNDS - PIMCO Moderate Duration Portfolio 4
VPVSTDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Short-Term Portfolio Administrative 4
PENN SERIES FUNDS INC - International Equity Fund 4
FYBTX - FIDELITY SALEM STREET TRUST - Fidelity Series Short-Term Credit Fund 4
Oppenheimer International Bond Fund 4
Cutler Group LP 4
VBLTX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Investor Shares 4
WFG Advisors, LP 4
Putnam Investments Llc 4
Parallel Advisors, LLC 4
CUTAX - Six Circles Trust - Six Circles Tax Aware Ultra Short Duration Fund 4
SWYEX - SCHWAB CAPITAL TRUST - Schwab Target 2030 Index Fund 4
MUFG Americas Holdings Corp 4
DFA INVESTMENT DIMENSIONS GROUP INC - World ex U.S. Targeted Value Portfolio Institutional Class 4
GERIX - GOLDMAN SACHS TRUST - Goldman Sachs Emerging Markets Equity Insights Fund Institutional 4
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund 4
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV 4
Ameriprise Financial Inc 4
JPMorgan Institutional Trust - JPMorgan Core Bond Trust 4
THORNBURG INVESTMENT TRUST - Thornburg Capital Management Fund 4
HighTower Advisors, LLC 4
Comerica Bank 4
Parametric Portfolio Associates Llc 4
Blackrock Corporate High Yield Fund, Inc. 4
MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class 4
DRASX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Sustainable Balanced Fund Service Shares 4
Thrivent Core Funds - Thrivent Core Emerging Markets Equity Fund 4
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A 4
NATIONWIDE MUTUAL FUNDS - Nationwide Multi-Cap Portfolio Class R6 4
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Growth VP Service 4
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A 4
LLDYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Short Duration Income Fund Class I 4
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A 4
Us Bancorp \de\ 4
MSDYX - Mercer Funds - Mercer Short Duration Fixed Income Fund Class Y-3 4
MIAVX - American Funds Multi-Sector Income Fund - American Funds Multi-Sector Income Fund Class T 4
Oppenheimer Variable Account Funds 4
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I 4
Vantagepoint Funds 4
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A 4
Hsbc Holdings Plc 4
DFGP - Dimensional ETF Trust - Dimensional Global Core Plus Fixed Income ETF 4
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined International Core Portfolio Class I Shares 4
Nuveen Multi-Asset Income Fund 4
AMJVX - American Century Strategic Asset Allocations Inc - Multi-asset Income Fund Investor Class 4
TRANSAMERICA SERIES TRUST - Transamerica PIMCO Tactical - Conservative VP Service 4
ZTWO - RBB FUND, INC. - F/m 2-Year Investment Grade Corporate Bond ETF Shares 4
Two Sigma Investments, Lp 4
NATIONWIDE MUTUAL FUNDS - Nationwide Bond Portfolio Class R6 4
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares 4
Captrust Financial Advisors 4
SUNAMERICA SERIES TRUST - SA American Funds Growth Portfolio Class 3 4
AVXC - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets ex-China Equity ETF 4
Manufacturers Life Insurance Company, The 4
Acadian Asset Management Llc 4
National Asset Management, Inc. 4
Two Sigma Securities, Llc 4
Two Sigma Advisers, Lp 4
Dfa Investment Trust Co - The Emerging Markets Series 4
Campbell Multi-strategy Trust 4
BlackRock, Inc. 4
RAPAX - Cohen & Steers Real Assets Fund, Inc. - Cohen & Steers Real Assets Fund, Inc. Class A 4
JNVIX - TRUST FOR PROFESSIONAL MANAGERS - Jensen Quality Value Fund - I Shares 4
HCEMX - HC CAPITAL TRUST - The Emerging Markets Portfolio HC Strategic Shares 4
DFIEX - Dfa Investment Dimensions Group Inc - International Core Equity Portfolio - Institutional Class 4
GRNB - VanEck Vectors ETF Trust - VanEck Vectors Green Bond ETF 4
PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional 4
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF 4
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I 4
Cambridge Investment Research Advisors, Inc. 4
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs International Equity Insights Fund Institutional 4
Jnl Series Trust - Jnl/franklin Templeton Growth Allocation Fund (a) 4
SSKEX - State Street Institutional Investment Trust - State Street Emerging Markets Equity Index Fund Class K 4
BKEM - BNY Mellon ETF Trust - BNY Mellon Emerging Markets Equity ETF 4
RIDV - Invesco Exchange-Traded Fund Trust II - Invesco International Ultra Dividend Revenue ETF 4
LEQAX - LoCorr Investment Trust - LoCorr Dynamic Equity Fund Class A 4
Bank Of Montreal /can/ 4
Aberdeen Global Income Fund Inc 4
SUNAMERICA SERIES TRUST - SA Emerging Markets Equity Index Portfolio Class 1 4
D.a. Davidson & Co. 4
Ivy Variable Insurance Portfolios - Ivy VIP Global Bond Class II 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Global Strategic Income Fund Class R6 4
DFAX - Dimensional ETF Trust - Dimensional World ex U.S. Core Equity 2 ETF 4
SUNAMERICA SERIES TRUST - SA PIMCO VCP Tactical Balanced Portfolio Class 3 4
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A 4
Ancora Advisors, LLC 4
BBBMX - BBH Trust - BBH Limited Duration Fund Class N Shares 4
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class 4
EQ ADVISORS TRUST - EQ/PIMCO Ultra Short Bond Portfolio Class IA 4
Jnl Series Trust - Jnl/mellon Bond Index Fund (a) 4
Fmr Llc 4
AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - Invesco Oppenheimer Total Return Bond Fund Class R6 4
HERIX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Emerging Markets Equity Fund Class I 4
DBEF - DBX ETF TRUST - Xtrackers MSCI EAFE Hedged Equity ETF 3
Hartland & Co., LLC 3
VRP - Invesco Exchange-Traded Fund Trust II - Invesco Variable Rate Preferred ETF 3
Paradigm Asset Management Co Llc 3
ESGF - Invesco Exchange-Traded Fund Trust II - Invesco Global ESG Revenue ETF 3
JPXN - iSHARES TRUST - iShares JPX-Nikkei 400 ETF 3
DMRM - Transamerica ETF Trust - DeltaShares S&P 400 Managed Risk ETF 3
New York State Common Retirement Fund 3
AllianzGI Institutional Multi-Series Trust - AllianzGI Advanced Core Bond Portfolio 3
California State Teachers Retirement System 3
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Smart Beta 40 VP Initial 3
BlackRock Multi-Sector Opportunities Trust II 3
We Are One Seven, LLC 3
PACIFIC SELECT FUND - International Equity Income Portfolio Class P 3
Compagnie Lombard Odier SCmA 3
ASGAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Dynamic Allocation Fund Class A 3
Pacer Advisors, Inc. 3
Stifel Financial Corp 3
MIIAX - PRAXIS MUTUAL FUNDS - Praxis Impact Bond Fund Class A 3
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF 3
QEFA - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE StrategicFactors ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Mozaic Multi-Asset Fund Class II 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS International Equity Insights Fund Class Y 3
SA FUNDS INVESTMENT TRUST - SA U.S. Fixed Income Fund 3
DELAWARE VIP TRUST - Delaware VIP Limited Duration Bond Series Standard 3
EFAX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF 3
IDY - Pacific Global ETF Trust - Pacific Global International Equity Income ETF 3
ZJPN - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR Solactive Japan ETF 3
Blackrock Multi-sector Opportunities Trust 3
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF 3
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II 3
BBIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders International Equity ETF 3
IQSI - IndexIQ ETF Trust - IQ Candriam ESG International Equity ETF 3
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A 3
AVDVX - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value Fund Institutional Class 3
AVDEX - AMERICAN CENTURY ETF TRUST - Avantis International Equity Fund Institutional Class 3
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF 3
OHIO NATIONAL FUND INC - ON International Equity Portfolio 3
Vectors Research Management, LLC 3
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma 3
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund 3
MBEQX - M FUND INC - M International Equity Fund 3
MFBVX - Advisors' Inner Circle Fund III - Mesirow Financial Enhanced Core Plus Fund Investor Shares 3
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B 3
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF 3
Janney Montgomery Scott LLC 3
ANWOX - Advisors' Inner Circle Fund III - Aperture New World Opportunities Fund Institutional Shares 3
Evolution Wealth Advisors, LLC 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1 3
TFIAX - TIMOTHY PLAN - Timothy Fixed Income Fund Class A 3
TGIAX - TIMOTHY PLAN - Timothy Plan Growth & Income Fund Class A 3
Stratos Wealth Partners, LTD. 3
BKIE - BNY Mellon ETF Trust - BNY Mellon International Equity ETF 3
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares 3
Russell Frank Co/ 3
D. E. Shaw & Co., Inc. 3
TRANSAMERICA SERIES TRUST - Transamerica International Equity Index VP Service 3
Resources Investment Advisors, LLC. 3
MYINX - MAINSTAY FUNDS TRUST - MainStay MacKay International Opportunities Fund Investor Class 3
IJIAX - Voya VARIABLE PORTFOLIOS INC - Voya Japan TOPIX Index(R) Portfolio Class ADV 3
GSID - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta International Equity ETF 3
Wolverine Asset Management Llc 3
PUTNAM FUNDS TRUST - Putnam Ultra Short Duration Income Fund Class A 3
MBOVX - M FUND INC - M Large Cap Value Fund 3
Css Llc/il 3
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I) 3
THRIVENT SERIES FUND INC - Thrivent International Index Portfolio Class A 3
GIIAX - NATIONWIDE MUTUAL FUNDS - Nationwide International Index Fund Class A 3
Symphony Asset Management Llc 3
Advisory Services Network, LLC 3
Walleye Trading LLC 3
FEMVX - FIDELITY SALEM STREET TRUST - Fidelity SAI Emerging Markets Value Index Fund 3
Two Roads Shared Trust - Anfield Universal Fixed Income ETF 3
LCGNX - WILLIAM BLAIR FUNDS - William Blair Large Cap Growth Fund Class N 3
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF 3
Nuveen Real Asset Income & Growth Fund 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA International Index Fund Standard Class 3
NEXT Financial Group, Inc 3
Brighthouse Funds Trust II - MetLife MSCI EAFE Index Portfolio Class A 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Emerging Markets Equity Insights Fund Class Y 3
Ionic Capital Management LLC 3
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A 3
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares 3
BLACKROCK FUNDS - BlackRock Advantage ESG International Equity Fund Institutional 3
TSIWX - TRANSAMERICA FUNDS - Transamerica Short-Term Bond I2 3
Parametric Market Neutral Portfolio 3
RTNAX - RUSSELL INVESTMENT CO - Tax-Managed International Equity Fund Class A 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class 3
RTIYX - RUSSELL INVESTMENT CO - Multifactor International Equity Fund Class Y 3
LAZARD RETIREMENT SERIES INC - Lazard Retirement Global Dynamic Multi-Asset Portfolio Investor Shares 3
REMSX - RUSSELL INVESTMENT CO - Emerging Markets Fund Class S 3
TRANSAMERICA FUNDS - Transamerica Core Bond I2 3
ASBAX - Short-Term Bond Fund of America - Short-Term Bond Fund of America Class A 3
Hudson Bay Capital Management LP 3
MLVIX - BMO FUNDS, INC. - BMO Large-Cap Value Fund Class I 3
DFALX - Dfa Investment Dimensions Group Inc - Large Cap International Portfolio - Institutional Class 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Vector Equity Portfolio Shares 3
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I 3
IMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco International Developed Dynamic Multifactor ETF 3
Harbour Investments, Inc. 3
Money Concepts Capital Corp 3
Geneos Wealth Management Inc. 3
PIMCO Dynamic Income Opportunities Fund 3
JEMA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Emerging Markets Equity Core ETF 3
DFA INVESTMENT DIMENSIONS GROUP INC - International Social Core Equity Portfolio Institutional Class 3
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Limited-Term Diversified Income Fund Standard Class 3
PXUS - Principal Exchange-Traded Funds - Principal International Adaptive Multi-Factor ETF 3
JOLAX - JANUS INVESTMENT FUND - Janus Henderson Emerging Markets Managed Volatility Fund Class A 3
JNL SERIES TRUST - JNL International Index Fund (I) 3
GTNDX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Global Low Volatility Equity Yield Fund Class A 3
PINZX - PRINCIPAL FUNDS INC - Overseas Fund (f/k/a International Value Fund I) Institutional Class 3
FSJPX - FIDELITY CONCORD STREET TRUST - Fidelity SAI Japan Stock Index Fund 3
REFA - Invesco Exchange-Traded Fund Trust II - Invesco International Revenue ETF 3
IBDW - iSHARES TRUST - iShares iBonds Dec 2031 Term Corporate ETF 3
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A 3
Dfa Investment Trust Co - The Emerging Markets Small Cap Series 3
Jnl Series Trust - Jnl/ppm America Total Return Fund (a) 3
JNL SERIES TRUST - JNL/BlackRock Advantage International Fund (A) 3
Dfa Investment Dimensions Group Inc - Va International Value Portfolio 3
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a) 3
Invesco Ltd. 3
Jnl Series Trust - Jnl/rafi Fundamental Asia Developed Fund (a) 3
Jnl Series Trust - Jnl/mellon International Index Fund (a) 3
Dfa Investment Trust Co - The Dfa International Value Series 3
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund 3
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund 3
JNL SERIES TRUST - JNL/PIMCO Income Fund (A) 3
AVIV - AMERICAN CENTURY ETF TRUST - Avantis International Large Cap Value ETF 3
AVES - AMERICAN CENTURY ETF TRUST - Avantis Emerging Markets Value ETF 3
PTLDX - PIMCO FUNDS - PIMCO Low Duration Fund Institutional 3
DFA INVESTMENT DIMENSIONS GROUP INC - Emerging Markets Targeted Value Portfolio Institutional Class 3
VTMGX - VANGUARD TAX-MANAGED FUNDS - Vanguard Developed Markets Index Fund Admiral Shares 3
EMCIX - Ashmore Funds - Ashmore Emerging Markets Corporate Income Fund INSTITUTIONAL CLASS SHARES 3
LSIGX - LOOMIS SAYLES FUNDS I - Loomis Sayles Investment Grade Fixed Income Fund Institutional Class 3
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF 3
NOINX - Northern Funds - Northern International Equity Index Fund 3
PSTKX - PIMCO FUNDS - PIMCO StocksPLUS Fund Institutional 3
BlackRock Variable Series Funds, Inc. - BlackRock International Index V.I. Fund Class I 3
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1 3
MASTER INVESTMENT PORTFOLIO - International Tilts Master Portfolio 3
MXECX - GREAT-WEST FUNDS INC - Great-West Core Strategies: International Equity Fund Institutional Class 3
GCIIX - GOLDMAN SACHS TRUST - Goldman Sachs International Equity Insights Fund Institutional 3
CRHSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS ULTRA SHORT BOND FUND Institutional Shares 3
MELIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Emerging Markets Leaders Portfolio Class I 3
LDEIX - Advisors' Inner Circle Fund III - Legal & General Global Developed Equity Index Fund Institutional Shares 3
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares 3
HOSBX - HOMESTEAD FUNDS INC - Short-Term Bond Fund 3
GEMD - Goldman Sachs ETF Trust - Goldman Sachs Access Emerging Markets USD Bond ETF 3
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio 3
LORD ABBETT SERIES FUND INC - Short Duration Income Portfolio Class VC 3
BlackRock Fund Advisors 3
REMG - SPDR INDEX SHARES FUNDS - SPDR Bloomberg SASB Emerging Markets ESG Select ETF 3
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I 3
LCDAX - LORD ABBETT GLOBAL FUND INC - Lord Abbett Emerging Markets Corporate Debt Fund Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class A 3
DFEM - Dimensional ETF Trust - Dimensional Emerging Markets Core Equity 2 ETF 3
DAACX - Adviser Managed Trust - Diversified Equity Fund 3
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A 3
PTCIX - PIMCO FUNDS - PIMCO Long-Term Credit Bond Fund Institutional 3
California Public Employees Retirement System 3
Advanced Series Trust - Ast International Growth Portfolio 3
Cwm, Llc 3
ADVANCED SERIES TRUST - AST MFS Growth Allocation Portfolio 3
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class 3
AGRFX - AB PORTFOLIOS - AB Growth Fund Class A 3
FHLFX - FIDELITY CONCORD STREET TRUST - Fidelity Series International Index Fund 3
BBTIX - Bridge Builder Trust - Bridge Builder Tax Managed International Equity Fund 3
FIONX - FIDELITY SALEM STREET TRUST - Fidelity SAI International Index Fund 3
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional 3
NBCM - Neuberger Berman ETF Trust - Neuberger Berman Commodity Strategy ETF 3
ADVANCED SERIES TRUST - AST QMA International Core Equity Portfolio 3
ADVANCED SERIES TRUST - AST Goldman Sachs Multi-Asset Portfolio 3
Usaa Etf Trust 3
ADVANCED SERIES TRUST - AST Parametric Emerging Markets Equity Portfolio 3
BlackRock Funds III - BlackRock Diversified Fixed Income Fund 3
CABNX - AB GLOBAL RISK ALLOCATION FUND, INC. - AB GLOBAL RISK ALLOCATION FUND, INC. Class A 3
ALDAX - Columbia Funds Series Trust II - Columbia Limited Duration Credit Fund Class A 3
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I 3
PACIFIC SELECT FUND - Emerging Markets Portfolio Class I 3
CIBC Private Wealth Group, LLC 3
VVIEX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series EM Portfolio 3
VVIIX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series I Portfolio 3
PACIFIC SELECT FUND - PD International Large-Cap Portfolio Class P 3
SHRIX - STONE RIDGE TRUST - Stone Ridge High Yield Reinsurance Risk Premium Fund Class I 3
SXPAX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS S&P 500 Index Fund Class A 3
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I 3
MEMSX - Mercer Funds - Mercer Emerging Markets Equity Fund Class I 3
CMDT - PIMCO ETF Trust - PIMCO Commodity Strategy Active Exchange-Traded Fund 3
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV 3
BBEM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Emerging Markets Equity ETF 3
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A 3
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV 3
Calvert Variable Products, Inc. - Calvert VP EAFE International Index Portfolio - I Class 3
JIVE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan International Value ETF 3
DMRI - Transamerica ETF Trust - DeltaShares S&P International Managed Risk ETF 3
JPIN - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return International Equity ETF 3
FENI - FIDELITY COVINGTON TRUST - Fidelity Enhanced International ETF 3
BBJP - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders Japan ETF 3
PQTIX - PIMCO FUNDS - PIMCO TRENDS Managed Futures Strategy Fund Institutional Class 3
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I 3
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I 3
LABAX - Natixis Funds Trust II - Loomis Sayles Strategic Alpha Fund Class A 3
FIIFX - FEDERATED INCOME SECURITIES TRUST - Federated Intermediate Corporate Bond Fund Institutional Shares 3
SBHPX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Short Term Plus Fund Retail 3
Two Roads Shared Trust - Redwood Managed Volatility Portfolio Class I 3
FAIEX - PFM Multi-Manager Series Trust - PFM Multi-Manager International Equity Fund Institutional Class 3
RAAAX - Northern Lights Fund Trust - Altegris/AACA Opportunistic Real Estate Fund Class A 3
JACKSON VARIABLE SERIES TRUST - JNL/PIMCO Investment Grade Credit Bond Fund (A) 3
JIESX - JPMorgan Trust I - JPMorgan International Value Fund Class I 3
ZTRE - RBB FUND, INC. - F/m 3-Year Investment Grade Corporate Bond ETF Shares 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B 3
Federation des caisses Desjardins du Quebec 3
ACLKX - American Century World Mutual Funds Inc - Nt Emerging Markets Fund G Class 3
TEQSX - TIAA-CREF FUNDS - Nuveen Emerging Markets Equity Index Fund Retirement Class 3
MAFRX - PIONEER SERIES TRUST X - Pioneer Multi-Asset Ultrashort Income Fund : Class A 3
Gupta Wealth Management LLC 3
PACIFIC FUNDS SERIES TRUST - PF Managed Bond Fund CLASS P 3
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco MSCI EAFE Income Advantage ETF 3
JHMD - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Developed International ETF 3
GMWEX - GPS Funds I - GuideMark(R) World ex-US Fund Service Shares 3
GMLVX - GPS Funds I - GuideMark(R) Emerging Markets Fund Service Shares 3
Plante Moran Financial Advisors, LLC 3
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF 3
GIIYX - GuideStone Funds - International Equity Index Fund Institutional 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IB 3
BlackRock Institutional Trust Company, N.A. 3
Capital Analysts, Inc. 3
Heck Capital Advisors, LLC 3
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Commodity Strategy Fund Class 1 3
VWID - ETFis Series Trust I - Virtus WMC Global Factor Opportunities ETF 3
SG Americas Securities, LLC 3
Jnl Variable Fund Llc - Jnl/mellon Msci World Index Fund (a) 3
SWMIX - SCHWAB CAPITAL TRUST - Laudus International MarketMasters Fund Select Shares 3
SFENX - SCHWAB CAPITAL TRUST - Schwab Fundamental Emerging Markets Large Company Index Fund Institutional Shares 3
IBND - SPDR SERIES TRUST - SPDR(R) Bloomberg Barclays International Corporate Bond ETF 3
Paloma Partners Management Co 3
SWISX - SCHWAB CAPITAL TRUST - Schwab International Index Fund 3
PFUIX - PIMCO FUNDS - PIMCO International Bond Fund (Unhedged) Institutional 3
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB 3
SFNNX - SCHWAB CAPITAL TRUST - Schwab Fundamental International Large Company Index Fund Institutional Shares 3
HRSAX - Mutual Fund & Variable Insurance Trust - Rational Tactical Return Fund Class A Shares 3
EQ ADVISORS TRUST - EQ/Templeton Global Equity Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Value Managed Volatility Portfolio Class IA 3
HYS - PIMCO ETF Trust - PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund 3
EQ ADVISORS TRUST - EQ/International Equity Index Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/International Managed Volatility Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/International Core Managed Volatility Portfolio Class IA 3
ETISX - E Trade Trust - E*TRADE No Fee International Index Fund 3
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Global Bond PLUS Portfolio Class IA 3
EQ ADVISORS TRUST - EQ/Emerging Markets Equity PLUS Portfolio Class IB 3
BlackRock Advisors LLC 3
EQ ADVISORS TRUST - ATM International Managed Volatility Portfolio Class K 3
SZIAX - DEUTSCHE DWS PORTFOLIO TRUST - DWS Total Return Bond Fund Class A 3
Reilly Financial Advisors, Llc 3
Davidson Kempner Capital Management Lp 3
DAAIX - Dunham Funds - Dunham Long/Short Credit Fund Class A 3
Vanguard Group Inc 3
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB 3
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB 3
BLACKROCK INDEX FUNDS, INC. - iShares MSCI EAFE International Index Fund Investor A 3
Cubist Systematic Strategies, LLC 3
HFXJ - IndexIQ ETF Trust - IQ 50 Percent Hedged FTSE Japan ETF 3
MMIUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price International Equity Fund Class I 3
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative 3
BTAEX - DEUTSCHE DWS INSTITUTIONAL FUNDS - DWS EAFE Equity Index Fund Institutional Class 3
CEZ - Victory Portfolios II - VictoryShares Emerging Market Volatility Wtd ETF 3
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares 3
WSBAX - WILMINGTON FUNDS - Wilmington Short-Term Bond Fund Class A Shares 3
Brinker Capital Investments, LLC 3
Greater India Portfolio - Greater India Portfolio 3
HDMV - First Trust Exchange-Traded Fund III - First Trust Horizon Managed Volatility Developed International ETF 3
UIVM - Victory Portfolios II - VictoryShares USAA MSCI International Value Momentum ETF 3
Bridgeway Capital Management Inc 3
RFDI - First Trust Exchange-Traded Fund III - First Trust RiverFront Dynamic Developed International ETF 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager International Value Fund Class I 3
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT International Index Fund Class Y 3
Thrivent Financial For Lutherans 3
PGASADM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Core Bond (Hedged) Portfolio Administrative 3
Allworth Financial LP 3
PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional 3
VPVFHIV - PIMCO VARIABLE INSURANCE TRUST - PIMCO International Bond Portfolio (U.S. Dollar-Hedged) Administrative 3
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A 3
THRIVENT SERIES FUND INC - Thrivent Partner Emerging Markets Equity Portfolio Class A 3
Dimensional Emerging Markets Value Fund - Dimensional Emerging Markets Value Fund 3
EFCAX - FINANCIAL INVESTORS TRUST - Emerald Insights Fund Class A 3
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A 3
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A 3
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A 3
SDMAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 17 - PGIM Short Duration Multi-Sector Bond Fund Class A 3
DPDFX - Delaware Group Adviser Funds - Delaware Diversified Income Fund Class A 3
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A 3
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class 3
Signaturefd, Llc 3
PEIFX - PIMCO Equity Series - PIMCO RAE Emerging Markets Fund Institutional Class 3
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative 3
MXLMX - GREAT-WEST FUNDS INC - Great-West Multi-Sector Bond Fund Investor Class 3
MXINX - GREAT-WEST FUNDS INC - Great-West International Index Fund Investor Class 3
MXSDX - GREAT-WEST FUNDS INC - Great-West Short Duration Bond Fund Investor Class 3
TLTD - FlexShares Trust - FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund 3
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF 3
Financial Partners Capital Management Llc 3
DIVI - Franklin Templeton ETF Trust - Franklin LibertyQ International Equity Hedged ETF 3
DTRIX - Delaware Group Limited-term Government Funds - Delaware Limited-term Diversified Income Fund Class A 3
CBNAX - American Funds Emerging Markets Bond Fund - American Funds Emerging Markets Bond Fund Class 529-A 3
EFA - iSHARES TRUST - iShares MSCI EAFE ETF 3
BLACKROCK FUNDS - BlackRock Advantage Emerging Markets Fund Investor A Shares 3
IVLU - iSHARES TRUST - iShares Edge MSCI Intl Value Factor ETF 3
IPAC - iSHARES TRUST - iShares Core MSCI Pacific ETF 3
FLJP - Franklin Templeton ETF Trust - Franklin FTSE Japan ETF 3
ISZE - iSHARES TRUST - iShares Edge MSCI Intl Size Factor ETF 3
INTF - iSHARES TRUST - iShares Edge MSCI Multifactor Intl ETF 3
FLJH - Franklin Templeton ETF Trust - Franklin FTSE Japan Hedged ETF 3
IDEV - iSHARES TRUST - iShares Core MSCI International Developed Markets ETF 3
EFV - iSHARES TRUST - iShares MSCI EAFE Value ETF 3
IMTM - iSHARES TRUST - iShares Edge MSCI Intl Momentum Factor ETF 3
IEFA - iSHARES TRUST - iShares Core MSCI EAFE ETF 3
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF 3
Simplex Trading, Llc 3
RNEM - FIRST TRUST EXCHANGE-TRADED FUND VI - Emerging Markets Equity Select ETF 3
SMAMX - FINANCIAL INVESTORS TRUST - ALPS/Smith Total Return Bond Fund Class A 3
Wellington Management Group Llp 3
PIEQX - T. Rowe Price International Index Fund, Inc. - T. Rowe Price International Equity Index Fund 3
Farmers & Merchants Investments Inc 3
Waddell & Reed Advisors Funds 3
FJP - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Japan AlphaDEX Fund 3
FDT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND II - First Trust Developed Markets ex-US AlphaDEX Fund 3
IXSE - WisdomTree Trust - WisdomTree India ex-State-Owned Enterprises Fund N/A 3
TCIEX - TIAA-CREF FUNDS - TIAA-CREF International Equity Index Fund Institutional Class 3
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 3
Pimco Income Opportunity Fund 3
Charles Schwab Investment Management Inc 3
HSNCX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD STRATEGIC INCOME FUND Class C 3
BRASX - Blackrock Allocation Target Shares - Bats Series S 3
FCENX - FRANKLIN FUND ALLOCATOR SERIES - Franklin International Core Equity (IU) Fund Advisor 3
SIDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders International Multi-Cap Value Fund Class A 3
Bokf, Na 3
FXIDX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series LD Series LD 3
First American Bank 3
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3 3
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA International Index Portfolio Class 1 3
JPMORGAN INSURANCE TRUST - JPMorgan Insurance Trust Income Builder Portfolio Class 1 3
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3 3
BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio 3
JNBA Financial Advisors 3
VWESX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Long-Term Investment-Grade Fund Investor Shares 3
Ubs Asset Management Americas Inc 3
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1 3
TIBNX - TIAA-CREF FUNDS - TIAA-CREF International Bond Fund Advisor Class 3
TEDNX - TIAA-CREF FUNDS - TIAA-CREF Emerging Markets Debt Fund Institutional Class 3
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1 3
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1 3
SEASONS SERIES TRUST - SA Multi-Managed International Equity Portfolio Class 1 3
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class 3
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1 3
PCGLX - PACE SELECT ADVISORS TRUST - PACE Global Fixed Income Investments Class P 3
HCINX - HC CAPITAL TRUST - The Institutional International Equity Portfolio HC Strategic Shares 3
PCIEX - PACE SELECT ADVISORS TRUST - PACE International Equity Investments Class P 3
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares 3
Blackrock Credit Allocation Income Trust 3
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares 3
PXH - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Emerging Markets ETF 3
IDLB - Invesco Exchange-Traded Fund Trust II - Invesco FTSE International Low Beta Equal Weight ETF 3
IDMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Momentum ETF 3
PXF - Invesco Exchange-Traded Fund Trust II - Invesco FTSE RAFI Developed Markets ex-U.S. ETF 3
PBDM - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta FTSE Developed ex-North America ETF 3
EEMO - Invesco Exchange-Traded Fund Trust II - Invesco S&P Emerging Markets Momentum ETF 3
DOMIX - DOMINI INVESTMENT TRUST - Domini Impact International Equity Fund Investor Shares 3
USAIX - USAA MUTUAL FUNDS TRUST - Income Fund Shares 3
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A 3
VPACX - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Pacific Stock Index Fund Investor Shares 3
QSIG - WisdomTree Trust - WisdomTree U.S. Short-Term Corporate Bond Fund N/A 3
WASAX - IVY FUNDS - Ivy Asset Strategy Fund Class A 3
RESE - WisdomTree Trust - WisdomTree Emerging Markets Dividend Fund N/A 3
AUBAX - AIM INVESTMENT FUNDS (INVESCO INVESTMENT FUNDS) - INVESCO World Bond Fund Class A 3
Eqis Capital Management, Inc. 3
GTO - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco Total Return Bond ETF 3
Wealthspire Advisors, L.P. 3
TWAOX - LORD ASSET MANAGEMENT TRUST - Thomas White American Opportunities Fund Investor Class 3
LPXAX - Cohen & Steers Low Duration Preferred & Income Fund, Inc. - Cohen & Steers Low Duration Preferred & Income Fund,Inc. Class A 3
AVDV - AMERICAN CENTURY ETF TRUST - Avantis International Small Cap Value ETF 3
Cnh Partners Llc 3
AVDE - AMERICAN CENTURY ETF TRUST - Avantis International Equity ETF 3
QINT - AMERICAN CENTURY ETF TRUST - American Century Quality Diversified International ETF 3
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A 3
MGBAX - MFS SERIES TRUST X - MFS Global Bond Fund A 3
GPPIX - GOLDMAN SACHS TRUST - Goldman Sachs Short-Term Conservative Income Fund Institutional Shares 3
Carroll Financial Associates, Inc. 3
Winton Diversified Opportunities Fund 3
MSIFX - BMO FUNDS, INC. - BMO Short-Term Income Fund Class I 3
Columbia Funds Variable Series Trust II - CTIVP - DFA International Value Fund Class 1 3
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A 3
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A 3
VALIX - Value Line Capital Appreciation Fund Inc - Value Line Capital Appreciation Fund Inc 3
BGGSX - BAILLIE GIFFORD FUNDS - Baillie Gifford U.S. Equity Growth Fund Institutional Class 3
PIIOX - PRINCIPAL FUNDS INC - International Equity Index Fund R-3 3
Ivy Variable Insurance Portfolios - Ivy VIP Asset Strategy Class II 3
FSPSX - FIDELITY CONCORD STREET TRUST - Fidelity International Index Fund 3
FIENX - Fidelity Commonwealth Trust II - Fidelity International Enhanced Index Fund 3
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A 3
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I 3
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund 3
SCHF - SCHWAB STRATEGIC TRUST - Schwab International Equity ETF 3
FNDE - SCHWAB STRATEGIC TRUST - Schwab Fundamental Emerging Markets Large Company Index ETF 3
FNDF - SCHWAB STRATEGIC TRUST - Schwab Fundamental International Large Company Index ETF 3
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R 3
CCSAX - Columbia Funds Series Trust II - Columbia Commodity Strategy Fund Class A 3
MNCEX - Mercer Funds - Mercer Non-US Core Equity Fund Class Y-3 3
PQIN - PGIM ETF TRUST - PGIM QMA Strategic Alpha International Equity ETF 3
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Core Plus Bond Account Class 1 3
Eaton Vance Ltd Duration Income Fund 3
TIEUX - MORGAN STANLEY PATHWAY FUNDS - International Equity Fund 3
VAGIX - Value Line Core Bond Fund - VALUE LINE CORE BOND FUND 3
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional 3
CDHAX - Calvert Responsible Index Series, Inc. - Calvert International Responsible Index Fund Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund 3
ARMZX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Adjustable Rate Income Fund Class A 3
SSEAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Screened World Equity Ex-US Fund - Class A 3
SUSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Ultra Short Duration Bond Fund - Class A 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA International Core Equity Fund 3
Jane Street Holding, LLC 3
Brighthouse Funds Trust I - Invesco Balanced-Risk Allocation Portfolio Class B 3
JPN - DBX ETF TRUST - Xtrackers Japan JPX-Nikkei 400 Equity ETF 3
DLDFX - Brinker Capital Destinations Trust - Destinations Low Duration Fixed Income Fund Class I 3
DBJP - DBX ETF TRUST - Xtrackers MSCI Japan Hedged Equity ETF 3
FLTB - Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF 3
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A 3
ISKAX - Voya PARTNERS INC - Voya Index Solution Income Portfolio Class ADV 3
FGCSX - FEDERATED INSTITUTIONAL TRUST - Federated Short-Intermediate Total Return Bond Fund Service Shares 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Emerging Markets Equity Index Fund Class 2 3
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL International Index Fund Class 2 3
GSJY - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) Japan Equity ETF 3
GSST - Goldman Sachs ETF Trust - Goldman Sachs Access Ultra Short Bond ETF 3
VCIEX - VALIC Co I - International Equities Index Fund 3
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV 3
VGLSX - VALIC Co I - Global Strategy Fund 3
DEEF - DBX ETF TRUST - Xtrackers FTSE Developed ex US Comprehensive Factor ETF 3
SCRSX - Bernstein Fund Inc - Small Cap Core Portfolio SCB Class 3
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares 3
Wolverine Trading, Llc 3
JSIAX - JPMorgan Trust I - JPMorgan Unconstrained Debt Fund Class A 3
XCEM - Columbia ETF Trust II - Columbia EM Core ex-China ETF 3
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB International Value Portfolio Class A 3
John Hancock Funds II - Strategic Equity Allocation Fund Class NAV 3
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV 3
JIGDX - John Hancock Funds II - Global Bond Fund Class 1 3
Ab Pooling Portfolios 3
JIAFX - John Hancock Funds II - Income Allocation Fund Class A 3
Seacrest Wealth Management, Llc 3
GTMIX - GMO TRUST - GMO Tax-Managed International Equities Fund Class III 3
SMIN - iSHARES TRUST - iShares MSCI India Small-Cap ETF 3
Brighthouse Funds Trust I - PanAgora Global Diversified Risk Portfolio Class B 3
WELLS FARGO MASTER TRUST - Wells Fargo International Growth Portfolio International Growth Portfolio 3
WELLS FARGO MASTER TRUST - Wells Fargo International Value Portfolio International Value Portfolio 3
LZHOX - LAZARD FUNDS INC - Lazard US Corporate Income Portfolio Open Shares 3
WELLS FARGO MASTER TRUST - Wells Fargo Factor Enhanced International Portfolio 3
EWJV - iSHARES TRUST - iShares MSCI Japan Value ETF 3
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio 3
O'shaughnessy Asset Management, Llc 3
PDEV - Principal Exchange-Traded Funds - Principal International Multi-Factor Core Index ETF 3
EWJE - iSHARES TRUST - iShares MSCI Japan Equal Weighted ETF 3
EWJ - iShares, Inc. - iShares MSCI Japan ETF 3
URTH - iShares, Inc. - iShares MSCI World ETF 3
EEMS - iShares, Inc. - iShares MSCI Emerging Markets Small-Cap ETF 3
Russell Investments Group, Ltd. 3
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 3
IDBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class O 3