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Triodos Investment Management BV
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SWAN Capital LLC
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SRS Capital Advisors, Inc.
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FECBX - FIDELITY SALEM STREET TRUST - Fidelity SAI Enhanced Core Bond Fund
|
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PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
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Epoch Investment Partners, Inc.
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|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
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Lombard Odier Asset Management (Switzerland) SA
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Verde Capital Management
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THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
|
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Trueblood Wealth Management, LLC
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HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
|
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Suncoast Equity Management
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MXEDX - GREAT-WEST FUNDS INC - Great-West Core Strategies: Flexible Bond Fund Institutional Class
|
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GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
|
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Johnson Financial Group, Inc.
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WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
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Hughes Financial Services, LLC
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ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
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Evolution Wealth Management Inc.
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LFA - Lugano Financial Advisors SA
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PMVAX - PUTNAM INVESTMENT FUNDS - Putnam Sustainable Future Fund Class A Shares
|
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Oak Asset Management, LLC
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Bridgefront Capital, LLC
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BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
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PDIIX - PIMCO FUNDS - PIMCO Diversified Income Fund Institutional
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Savvy Advisors, Inc.
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Smithfield Trust Co
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PUCAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM Strategic Bond Fund Class A
|
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FEDERATED INSURANCE SERIES - Federated Fund for U.S. Government Securities II
|
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SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
|
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PIMCO FUNDS - PIMCO Mortgage and Short-Term Investments Portfolio
|
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|
Rockland Trust Co
|
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Diversify Advisory Services, LLC
|
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VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
|
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Bank Of Montreal /can/
|
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Burkett Financial Services, Llc
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Dark Forest Capital Management Lp
|
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Peak6 Llc
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Nationwide Fund Class I
|
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Kentucky Retirement Systems
|
|
|
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|
Eaton Vance Risk-managed Diversified Equity Income Fund
|
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|
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
|
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PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
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VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
|
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National Pension Service
|
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ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
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Stance Capital Llc
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Pflug Koory, LLC
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Van Hulzen Asset Management, LLC
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BIAFX - Brown Advisory Funds - Brown Advisory Flexible Equity Fund Investor Shares
|
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TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
|
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Forsta Ap-fonden
|
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DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
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HLIPX - JPMORGAN TRUST II - JPMorgan Core Plus Bond Fund Class I
|
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Itau Unibanco Holding S.A.
|
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Garda Capital Partners Lp
|
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SC&H Financial Advisors, Inc.
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SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
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PJBF - PGIM ETF TRUST - PGIM Jennison Better Future ETF
|
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Altfest L J & Co Inc
|
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Integral Health Asset Management, LLC
|
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Td Private Client Wealth Llc
|
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Howard Capital Management Inc.
|
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Voloridge Investment Management, Llc
|
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CSIFX - CALVERT SOCIAL INVESTMENT FUND - Calvert Balanced Fund Class A
|
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Wahed Invest LLC
|
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|
Kingdon Capital Management, L.l.c.
|
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Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
|
|
|
|
|
|
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
|
|
|
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Profunds - Profund Vp Bull
|
|
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|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
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|
Oppenheimer Asset Management Inc.
|
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Bnp Paribas Arbitrage, Sa
|
|
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|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
|
|
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|
Voleon Capital Management Lp
|
|
|
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|
Old National Bancorp /in/
|
|
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|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
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|
Panagora Asset Management Inc
|
|
|
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|
Rise Advisors, LLC
|
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|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
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|
First Horizon Advisors, Inc.
|
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|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
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|
|
Valmark Advisers, Inc.
|
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|
MetLife Investment Management, LLC
|
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|
Banque Pictet & Cie Sa
|
|
|
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|
Palisade Asset Management, LLC
|
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|
Sage Mountain Advisors LLC
|
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|
|
EQ ADVISORS TRUST - EQ/PIMCO Total Return Portfolio Class IB
|
|
|
|
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|
Strategic Wealth Partners, Ltd.
|
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|
FineMark National Bank & Trust
|
|
|
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|
|
Walleye Capital LLC
|
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Core Fixed Income VIP Fund
|
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
|
GW&K Investment Management, LLC
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
|
|
|
|
|
|
Highview Capital Management LLC/DE/
|
|
|
|
|
|
VIITX - VANGUARD MALVERN FUNDS - Vanguard Institutional Intermediate-Term Bond Fund Institutional Plus Shares
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
Trifecta Capital Advisors, LLC
|
|
|
|
|
|
EUSM - Strategy Shares - Eventide US Market ETF
|
|
|
|
|
|
Colonial Trust Advisors
|
|
|
|
|
|
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
|
|
|
|
|
|
PCFIX - PIMCO FUNDS - PIMCO RAE PLUS Small Fund Institutional Class
|
|
|
|
|
|
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
LAPLX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Plus Bond Fund Class A
|
|
|
|
|
|
Washington Trust Advisors, Inc.
|
|
|
|
|
|
Mark Sheptoff Financial Planning, Llc
|
|
|
|
|
|
Orbimed Advisors Llc
|
|
|
|
|
|
Kornitzer Capital Management Inc /ks
|
|
|
|
|
|
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
|
|
|
|
|
|
BOND - PIMCO ETF Trust - PIMCO Active Bond Exchange-Traded Fund
|
|
|
|
|
|
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
Welch & Forbes Llc
|
|
|
|
|
|
Volterra Technologies LP
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
|
|
|
|
|
Pimco Global Stocksplus & Income Fund
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Bond VCT Portfolio Class II
|
|
|
|
|
|
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
|
|
|
|
|
|
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
|
|
|
|
|
|
FLSP - Franklin Templeton ETF Trust - Franklin Liberty Systematic Style Premia ETF
|
|
|
|
|
|
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
|
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
|
White Lighthouse Investment Management Inc.
|
|
|
|
|
|
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
|
|
|
|
|
|
Mitsubishi UFJ Trust & Banking Corp
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
Seacrest Wealth Management, Llc
|
|
|
|
|
|
Cascade Investment Group, Inc.
|
|
|
|
|
|
Virginia Retirement Systems Et Al
|
|
|
|
|
|
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
|
|
|
|
|
|
BlackRock Funds V - BlackRock Inflation Protected Bond Portfolio Investor A Shares
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
NorthCrest Asset Manangement, LLC
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
Telos Capital Management, Inc.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Nebula Research & Development LLC
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
Emerald Investment Partners, Llc
|
|
|
|
|
|
Lummis Asset Management, LP
|
|
|
|
|
|
Lee Danner & Bass Inc
|
|
|
|
|
|
Caisse Des Depots Et Consignations
|
|
|
|
|
|
Cresset Asset Management, LLC
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Total Return Portfolio Class VC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
PineBridge Investments, L.P.
|
|
|
|
|
|
Seamount Financial Group Inc
|
|
|
|
|
|
MidWestOne Financial Group, Inc.
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
|
|
|
|
|
|
Octavia Wealth Advisors, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
LGT Financial Advisors LLC
|
|
|
|
|
|
United Capital Financial Advisers, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
GLDYX - GuideStone Funds - LOW-DURATION BOND FUND Institutional
|
|
|
|
|
|
BAFZX - Brown Advisory Funds - Brown Advisory Mortgage Securities Fund Institutional Shares
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
|
|
|
|
|
|
Utah Retirement Systems
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
Stonebridge Financial Group, LLC
|
|
|
|
|
|
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Government Bond Portfolio Class A
|
|
|
|
|
|
River Street Advisors LLC
|
|
|
|
|
|
JUEAX - JPMorgan Trust I - JPMorgan U.S. Equity Fund Class A
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
|
|
|
|
|
|
Future Fund LLC
|
|
|
|
|
|
T. Rowe Price Investment Management, Inc.
|
|
|
|
|
|
Quantitative Investment Management, LLC
|
|
|
|
|
|
Unique Wealth, Llc
|
|
|
|
|
|
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Seilern Investment Management Ltd
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
|
|
|
|
|
|
SPMB - SPDR SERIES TRUST - SPDR(R) Portfolio Mortgage Backed Bond ETF
|
|
|
|
|
|
Crossmark Global Holdings, Inc.
|
|
|
|
|
|
JHDRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 2 Fund Class R6
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Clarity Capital Partners LLC
|
|
|
|
|
|
Objective Capital Management, LLC
|
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Prime Capital Investment Advisors, LLC
|
|
|
|
|
|
Thoroughbred Financial Services, Llc
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
PUNCBDA - PIMCO VARIABLE INSURANCE TRUST - PIMCO Dynamic Bond Portfolio Administrative
|
|
|
|
|
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Liberty Capital Management, Inc.
|
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
|
|
|
|
|
SDG - iSHARES TRUST - iShares MSCI Global Impact ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
|
|
|
|
|
|
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
|
|
|
|
|
|
Onefund, Llc
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
|
|
|
|
|
|
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
|
|
|
|
|
|
URTH - iShares, Inc. - iShares MSCI World ETF
|
|
|
|
|
|
S&co Inc
|
|
|
|
|
|
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
|
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
|
Midwest Capital Advisors, LLC
|
|
|
|
|
|
Rakuten Investment Management, Inc.
|
|
|
|
|
|
Park Place Capital Corp
|
|
|
|
|
|
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
ACCNX - American Century Investment Trust - Core Plus Fund Investor Class
|
|
|
|
|
|
FSEC - Fidelity Merrimack Street Trust - Fidelity Investment Grade Securitized ETF
|
|
|
|
|
|
Financial Management Professionals, Inc.
|
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
|
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
|
|
|
|
|
|
Howland Capital Management Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Hedged Equity Portfolio Class P
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Headlands Technologies LLC
|
|
|
|
|
|
SIIDX - BERNSTEIN SANFORD C FUND II INC - Bernstein Intermediate Duration Institutional Portfolio
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
Wd Rutherford Llc
|
|
|
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
|
|
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
|
|
|
|
|
|
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
|
|
|
|
|
|
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
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|
JNL SERIES TRUST - JNL/AQR Large Cap Defensive Style Fund (I)
|
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|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
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|
Bangor Savings Bank
|
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FBNDX - FIDELITY SALEM STREET TRUST - Fidelity Investment Grade Bond Fund
|
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|
|
Wellington Shields & Co., LLC
|
|
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Syon Capital Llc
|
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|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Global Allocation V.I. Fund Class I
|
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|
Rhenman & Partners Asset Management AB
|
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|
Ubs Asset Management Americas Inc
|
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Flagship Harbor Advisors, Llc
|
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Bessemer Group Inc
|
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Edmond De Rothschild Holding S.a.
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FUKOKU MUTUAL LIFE INSURANCE Co
|
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PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Disciplined Equity Fund Class II
|
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Neville Rodie & Shaw Inc
|
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Evercore Wealth Management, LLC
|
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VSRDX - VALIC Co I - U.S. Socially Responsible Fund
|
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ICONIQ Capital, LLC
|
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Nova Wealth Management, Inc.
|
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|
PRUDENTIAL SERIES FUND - DIVERSIFIED BOND PORTFOLIO Class I
|
|
|
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Balanced Fund Service Class
|
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|
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HCIIX - HC CAPITAL TRUST - The Core Fixed Income Portfolio HC Strategic Shares
|
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|
Canada Pension Plan Investment Board
|
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|
Fairman Group, LLC
|
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Cullen/frost Bankers, Inc.
|
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PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
|
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Amalgamated Bank
|
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|
Northern Trust Corp
|
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HighTower Advisors, LLC
|
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BlackRock Series Fund, Inc. - BlackRock Global Allocation Portfolio
|
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|
TD Waterhouse Canada Inc.
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
|
|
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Aster Capital Management (DIFC) Ltd
|
|
|
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Annis Gardner Whiting Capital Advisors, LLC
|
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JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
|
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|
HCASX - HC CAPITAL TRUST - The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio HC Strategic Shares
|
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|
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
|
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|
Waterfront Wealth Inc.
|
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|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
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Kestra Investment Management, LLC
|
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GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
|
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Vanguard Group Inc
|
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Allred Capital Management, LLC
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IFM Investors Pty Ltd
|
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Bahl & Gaynor Inc
|
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Silvercrest Asset Management Group Llc
|
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CLDIX - CALVERT FUND - Calvert Long-Term Income Fund Class I
|
|
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|
Tudor Investment Corp Et Al
|
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Global Allocation Fund Standard Class
|
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QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
|
|
|
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|
Adviser Investments LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
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|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
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BFOR - ALPS ETF Trust - Barron's 400 ETF
|
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|
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Inflation Protected Bond Fund Standard Class
|
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|
Mercer Global Advisors Inc /adv
|
|
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|
BlackRock, Inc.
|
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POAGX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Aggressive Growth Fund
|
|
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|
|
AMUSX - AMERICAN FUNDS INCOME SERIES - U.S. Government Securities Fund Class A
|
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|
Aviance Capital Partners, LLC
|
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BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund
|
|
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|
|
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EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
|
|
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RCPAX - RBC FUNDS TRUST - RBC BlueBay Core Plus Bond Fund Class A
|
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|
Jones Financial Companies Lllp
|
|
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Martel Wealth Advisors Inc
|
|
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|
|
GGEYX - GuideStone Funds - GROWTH EQUITY FUND Institutional
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
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|
|
CNB Bank
|
|
|
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|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
|
|
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|
|
|
Jackson, Grant Investment Advisers, Inc.
|
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|
Boreal Capital Management LLC
|
|
|
|
|
|
FBND - Fidelity Merrimack Street Trust - Fidelity Total Bond ETF
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
|
|
|
|
|
|
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
|
|
|
|
|
|
Robertson Stephens Wealth Management, LLC
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio
|
|
|
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
1st Source Bank
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Conservative Growth Fund Class 2
|
|
|
|
|
|
PEGBX - PIMCO FUNDS - PIMCO ESG Income Fund Class C
|
|
|
|
|
|
Versor Investments LP
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
|
FIDELITY GARRISON STREET TRUST - Fidelity VIP Investment Grade Central Fund
|
|
|
|
|
|
Pineridge Advisors LLC
|
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
|
Decker Retirement Planning Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
|
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
|
Marex Group plc
|
|
|
|
|
|
PSAIX - PIMCO FUNDS - PIMCO Global Advantage Strategy Bond Fund Institutional
|
|
|
|
|
|
Bank Hapoalim Bm
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
BOK Financial Private Wealth, Inc.
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
EALCX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Growth Fund Class A
|
|
|
|
|
|
BWLAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Value Fund A Class
|
|
|
|
|
|
DAGVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Dynamic Value Fund Class A
|
|
|
|
|
|
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Patten & Patten Inc/tn
|
|
|
|
|
|
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I
|
|
|
|
|
|
Mediolanum International Funds Ltd
|
|
|
|
|
|
V-Square Quantitative Management LLC
|
|
|
|
|
|
L2 Asset Management, LLC
|
|
|
|
|
|
CANAX - AMERICAN FUNDS STRATEGIC BOND FUND - American Funds Strategic Bond Fund Class 529-A
|
|
|
|
|
|
Greenleaf Trust
|
|
|
|
|
|
VPVLDDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Low Duration Portfolio Administrative
|
|
|
|
|
|
Bradley Foster & Sargent Inc/ct
|
|
|
|
|
|
Forefront Analytics, LLC
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
|
|
|
|
|
|
Parsons Capital Management Inc/ri
|
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
|
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Enhanced Bond Index Fund
|
|
|
|
|
|
Trust Co Of Oklahoma
|
|
|
|
|
|
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
|
|
|
|
|
|
PBFRX - Victory Portfolios IV - Victory Pioneer Bond Fund Class R
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
|
Tortoise Investment Management, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Profunds - Profund Vp Large-cap Value
|
|
|
|
|
|
SNIDX - BERNSTEIN SANFORD C FUND INC - Intermediate Duration Portfolio
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Close Asset Management Ltd
|
|
|
|
|
|
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF
|
|
|
|
|
|
City State Bank
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Verus Capital Partners, Llc
|
|
|
|
|
|
DecisionPoint Financial, LLC
|
|
|
|
|
|
Kelly Lawrence W & Associates Inc/ca
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
Grant/GrossMendelsohn, LLC
|
|
|
|
|
|
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Managed Bond Portfolio Class I
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
Eventide Asset Management, Llc
|
|
|
|
|
|
FSMOX - FIDELITY SALEM STREET TRUST - Fidelity SAI Investment Grade Securitized Fund
|
|
|
|
|
|
LMECX - LEGG MASON PARTNERS INSTITUTIONAL TRUST - Western Asset SMASh Series EC Fund SMASh Series EC Fund
|
|
|
|
|
|
Blackrock Ltd Duration Income Trust
|
|
|
|
|
|
Equitable Holdings, Inc.
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
PLDIX - PIMCO FUNDS - PIMCO Low Duration ESG Fund Institutional
|
|
|
|
|
|
Ownership Capital B.V.
|
|
|
|
|
|
JIISX - JPMorgan Trust I - JPMorgan Intrepid Sustainable Equity Fund Class I
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Brighthouse Funds Trust I - PIMCO Total Return Portfolio Class A
|
|
|
|
|
|
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
|
|
|
|
|
|
ISAM Funds (UK) Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
|
|
|
|
|
|
Empowered Funds, LLC
|
|
|
|
|
|
Ascent Group, LLC
|
|
|
|
|
|
PDS Planning, Inc
|
|
|
|
|
|
Koshinski Asset Management, Inc.
|
|
|
|
|
|
Conning Inc.
|
|
|
|
|
|
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
|
|
|
|
|
|
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
|
|
|
|
|
|
Hancock Whitney Corp
|
|
|
|
|
|
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
|
|
|
|
|
|
North Star Investment Management Corp.
|
|
|
|
|
|
Core Bond Portfolio - Core Bond Portfolio
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
WATFX - WESTERN ASSET FUNDS INC - Western Asset Core Bond Fund Class I
|
|
|
|
|
|
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
|
|
|
|
|
|
Ninety One UK Ltd
|
|
|
|
|
|
Birch Hill Investment Advisors LLC
|
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
|
Sofos Investments, Inc.
|
|
|
|
|
|
Ofi Invest Asset Management
|
|
|
|
|
|
Banque Transatlantique SA
|
|
|
|
|
|
Journey Advisory Group, LLC
|
|
|
|
|
|
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Total Bond Fund Class 2
|
|
|
|
|
|
MTBA - Simplify Exchange Traded Funds - Simplify MBS ETF
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FSBD - Fidelity Merrimack Street Trust - Fidelity Sustainable Core Plus Bond ETF
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Cary Street Partner Investment Advisory Llc
|
|
|
|
|
|
Jennison Associates Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
|
Seed Wealth Management, Inc.
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
MWLIX - Metropolitan West Funds - Metropolitan West Low Duration Bond Fund Class I
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Aegon Asset Management Uk Plc
|
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
|
Intrust Bank Na
|
|
|
|
|
|
WMGRX - IVY FUNDS - Ivy Mid Cap Growth Fund Class R
|
|
|
|
|
|
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
|
|
|
|
|
|
NorthRock Partners, LLC
|
|
|
|
|
|
Atlas Brown,Inc.
|
|
|
|
|
|
Wealth Architects, LLC
|
|
|
|
|
|
NSCR - Nushares ETF Trust - Nuveen Sustainable Core ETF
|
|
|
|
|
|
HIACX - Hartford Series Fund Inc - Hartford Capital Appreciation Hls Fund Ia
|
|
|
|
|
|
Freestone Grove Partners LP
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Multi-Managed Balanced VP Initial
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
Stonehage Fleming Financial Services Holdings Ltd
|
|
|
|
|
|
Indiana Trust & Investment Management CO
|
|
|
|
|
|
VPVTRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Total Return Portfolio Administrative
|
|
|
|
|
|
LTRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Total Return Fund Class A
|
|
|
|
|
|
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
|
|
|
|
|
|
PWLBX - PIMCO FUNDS - PIMCO RAE Worldwide Long/Short PLUS Fund Class A
|
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
|
FIGB - Fidelity Merrimack Street Trust - Fidelity Investment Grade Bond ETF
|
|
|
|
|
|
Plimoth Trust Co Llc
|
|
|
|
|
|
WAMFX - BOSTON TRUST WALDEN FUNDS - Walden Midcap Fund
|
|
|
|
|
|
De Burlo Group Inc
|
|
|
|
|
|
LDUR - PIMCO ETF Trust - PIMCO Enhanced Low Duration Active Exchange-Traded Fund
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
|
|
|
|
|
|
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
|
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
|
Premier Path Wealth Partners, LLC
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Multi-Sector Bond VIP Fund
|
|
|
|
|
|
Caldwell Securities, Inc
|
|
|
|
|
|
Westerkirk Capital Inc.
|
|
|
|
|
|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Government Securities Fund Series I
|
|
|
|
|
|
Baker Avenue Asset Management, LP
|
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
|
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
|
|
|
|
|
|
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
|
|
|
|
|
|
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
|
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Geneva Capital Management Llc
|
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|
Fifth Third Wealth Advisors LLC
|
|
|
|
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|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
|
|
|
|
|
|
CUBAX - Calvert Management Series - Calvert Absolute Return Bond Fund CLASS A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Blend Portfolio
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
|
Principal Securities, Inc.
|
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|
LRND - IndexIQ ETF Trust - IQ U.S. Large Cap R&D Leaders ETF
|
|
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|
|
|
OMBIX - JPMORGAN TRUST II - JPMorgan Mortgage-Backed Securities Fund Class I
|
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|
FHPFX - FIDELITY ADVISOR SERIES II - Fidelity Series Investment Grade Securitized Fund
|
|
|
|
|
|
Dakota Wealth Management
|
|
|
|
|
|
AVIGX - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income Fund Institutional Class
|
|
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|
|
Hudson Bay Capital Management LP
|
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Quadrant Capital Group Llc
|
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|
Employees Retirement System of Texas
|
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|
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
|
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|
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|
Metis Global Partners, LLC
|
|
|
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|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
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|
|
|
|
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
|
|
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|
|
Hardman Johnston Global Advisors LLC
|
|
|
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|
EP Wealth Advisors, Inc.
|
|
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|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
|
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
|
|
|
|
|
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
|
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|
|
|
Financial Security Advisor, Inc.
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
|
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|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
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|
|
|
|
RDA Financial Network
|
|
|
|
|
|
Nbt Bank N A /ny
|
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|
|
FIABX - FIDELITY SALEM STREET TRUST - Fidelity SAI Sustainable Core Plus Bond Fund
|
|
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|
|
Franklin Resources Inc
|
|
|
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|
|
180 Wealth Advisors, Llc
|
|
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|
Trust Co
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
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|
|
M&t Bank Corp
|
|
|
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|
|
Cetera Investment Advisers
|
|
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DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
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|
|
LCRAX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Core Fixed Income Fund Class A
|
|
|
|
|
|
PIMCO FUNDS - PIMCO All Authority: Multi-RAE PLUS Fund
|
|
|
|
|
|
Ferguson Wellman Capital Management, Inc
|
|
|
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|
|
Eaton Vance Tax-managed Diversified Equity Income Fund
|
|
|
|
|
|
Ledyard National Bank
|
|
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|
|
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
|
|
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|
|
Smithbridge Asset Management Inc/de
|
|
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|
Signature Resources Capital Management, LLC
|
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|
|
WAYEX - Waycross Independent Trust - WAYCROSS LONG/SHORT EQUITY FUND
|
|
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|
Kovitz Investment Group Partners, LLC
|
|
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|
|
Capital Group KKR Core Plus (plus)
|
|
|
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|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Growth Fund Class 2
|
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
NOSIX - Northern Funds - Northern Stock Index Fund
|
|
|
|
|
|
Howe & Rusling Inc
|
|
|
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|
|
BlackRock ETF Trust - Blackrock Future U.S. Themes ETF
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Bond Index Fund Standard Class
|
|
|
|
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|
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
|
|
|
|
|
|
Magnetar Financial LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
|
|
|
|
|
|
Ing Groep Nv
|
|
|
|
|
|
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
|
|
|
|
|
|
Bright Rock Capital Management, Llc
|
|
|
|
|
|
AustralianSuper Pty Ltd
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Pimco Real Return Portfolio Initial Class
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
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|
|
Capital Fund Management S.a.
|
|
|
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|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
GSTGX - GOLDMAN SACHS TRUST - Goldman Sachs Short Duration Government Fund Institutional
|
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
|
Mitchell Sinkler & Starr/pa
|
|
|
|
|
|
Williams Jones Wealth Management, LLC.
|
|
|
|
|
|
IHI - iSHARES TRUST - iShares U.S. Medical Devices ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
|
|
|
|
|
|
Shorepoint Capital Partners LLC
|
|
|
|
|
|
PGSIX - PUTNAM MORTGAGE SECURITIES FUND - PUTNAM U S GOVERNMENT INCOME TRUST Class A Shares
|
|
|
|
|
|
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
|
|
|
|
|
|
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
|
|
|
|
|
|
LVPIX - Profunds - Large-cap Value Profund Investor Class
|
|
|
|
|
|
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
Guinness Asset Management LTD
|
|
|
|
|
|
VCPAX - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond Fund Admiral Shares
|
|
|
|
|
|
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
|
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
|
Natural Investments, Llc
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk Fund Class 2
|
|
|
|
|
|
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
|
|
|
|
|
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Quality Bond PLUS Portfolio Class IA
|
|
|
|
|
|
Kennedy Capital Management, Inc.
|
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
|
RIFDX - RUSSELL INVESTMENT FUNDS - Strategic Bond Fund
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Aigen Investment Management, Lp
|
|
|
|
|
|
BHCFX - BARON SELECT FUNDS - Baron Health Care Fund
|
|
|
|
|
|
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
|
|
|
|
|
|
VGHCX - VANGUARD SPECIALIZED FUNDS - Vanguard Health Care Fund Investor Shares
|
|
|
|
|
|
Resources Investment Advisors, LLC.
|
|
|
|
|
|
Trust Co Of Toledo Na /oh/
|
|
|
|
|
|
OHFGX - Capitol Series Trust - Oak Harvest Long/Short Hedged Equity Fund - Institutional Shares
|
|
|
|
|
|
Parallax Volatility Advisers, L.P.
|
|
|
|
|
|
Financial Advisors Network, Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
BlackRock Funds V - BlackRock Core Bond Portfolio Investor A Shares
|
|
|
|
|
|
Crestwood Advisors Group LLC
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
|
MJT & Associates Financial Advisory Group, Inc.
|
|
|
|
|
|
Sentinus, LLC
|
|
|
|
|
|
Occudo Quantitative Strategies Lp
|
|
|
|
|
|
Credential Qtrade Securities Inc.
|
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
|
|
|
|
|
|
BLACKROCK BOND FUND, INC. - BlackRock Total Return Fund Investor A
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Compass Planning Associates Inc
|
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
|
PIMCO FUNDS - PIMCO Moderate Duration Portfolio
|
|
|
|
|
|
YANKCOM Partnership
|
|
|
|
|
|
Hendershot Investments Inc.
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Machina Capital S.a.s.
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Manitou Investment Management Ltd.
|
|
|
|
|
|
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
|
|
|
|
|
|
Y.D. More Investments Ltd
|
|
|
|
|
|
Morse Asset Management, Inc
|
|
|
|
|
|
Weaver Capital Management LLC
|
|
|
|
|
|
Ascent Wealth Partners, LLC
|
|
|
|
|
|
FSIGX - FIDELITY SALEM STREET TRUST - Fidelity Series Investment Grade Bond Fund
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
|
|
|
|
|
|
Profunds - Profund Vp Health Care
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
Baker Ellis Asset Management LLC
|
|
|
|
|
|
GSGLX - GOLDMAN SACHS TRUST - Goldman Sachs Global Income Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
|
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
|
ADJEX - AZZAD FUNDS - Azzad Ethical Fund
|
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
|
|
|
|
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
|
|
|
|
|
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
|
|
|
|
|
|
LGT Group Foundation
|
|
|
|
|
|
VPVGBDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO Global Bond Opportunities Portfolio (Unhedged) Administrative
|
|
|
|
|
|
2Xideas AG
|
|
|
|
|
|
JAEKX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Global Bond Trust NAV
|
|
|
|
|
|
Montag & Caldwell, Llc
|
|
|
|
|
|
NS Partners Ltd
|
|
|
|
|
|
Commerce Bank
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Moderate Growth Fund Class 2
|
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
|
BLPIX - Profunds - Bull Profund Investor Class
|
|
|
|
|
|
ANEW - PROSHARES TRUST - ProShares MSCI Transformational Changes ETF
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
|
|
|
|
|
|
Peak Asset Management, LLC
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
|
Master Investment Portfolio II - CoreAlpha Bond Master Portfolio
|
|
|
|
|
|
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional
|
|
|
|
|
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Large Cap Growth Fund Class Y
|
|
|
|
|
|
Assenagon Asset Management S.A.
|
|
|
|
|
|
Regions Financial Corp
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
Champlain Investment Partners, LLC
|
|
|
|
|
|
SOA Wealth Advisors, LLC.
|
|
|
|
|
|
PIMCO FUNDS - PIMCO ABS and Short-Term Investments Portfolio
|
|
|
|
|
|
PIINCAM - PIMCO VARIABLE INSURANCE TRUST - PIMCO Income Portfolio Administrative Class
|
|
|
|
|
|
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
|
|
|
|
|
|
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
|
|
|
|
|
|
Alps Advisors Inc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
|
Avion Wealth
|
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
|
Brighthouse Funds Trust I - Western Asset Management Government Income Portfolio Class B
|
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
|
Jnl Series Trust - Jnl/fidelity Institutional Asset Management Total Bond Fund (a)
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
BlackRock Capital Allocation Trust
|
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
|
FSMEX - FIDELITY SELECT PORTFOLIOS - Medical Technology and Devices Portfolio
|
|
|
|
|
|
IOSAX - Voya PARTNERS INC - Voya Global Bond Portfolio Class ADV
|
|
|
|
|
|
GMDYX - GuideStone Funds - MEDIUM-DURATION BOND FUND Institutional
|
|
|
|
|
|
SSASX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Income Fund
|
|
|
|
|
|
FSMTX - FIDELITY SALEM STREET TRUST - Fidelity SAI Total Bond Fund
|
|
|
|
|
|
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
|
|
|
|
|
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
|
|
|
|
|
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Target Maturity Central Portfolio
|
|
|
|
|
|
JMUAX - JANUS INVESTMENT FUND - Janus Henderson Multi-Sector Income Fund Class A
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Financial Management Network Inc
|
|
|
|
|
|
Prudential Plc
|
|
|
|
|
|
Avanza Fonder AB
|
|
|
|
|
|
Cypress Capital Management LLC (WY)
|
|
|
|
|
|
TLGWX - TIAA-CREF LIFE FUNDS - Growth & Income Fund
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
One Wealth Advisors, LLC
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
Graypoint LLC
|
|
|
|
|
|
Modera Wealth Management, LLC
|
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
|
Clarius Group, LLC
|
|
|
|
|
|
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
|
|
|
|
|
|
PIMCO FUNDS - PIMCO Investment Grade Credit Bond Portfolio
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
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CENTRAL TRUST Co
|
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|
Intech Investment Management Llc
|
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|
VMGIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
GoalVest Advisory LLC
|
|
|
|
|
|
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
|
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|
|
|
|
Forum Financial Management, LP
|
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|
Lindbrook Capital, Llc
|
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|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
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|
JAJNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Investment Quality Bond Trust NAV
|
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|
Oakworth Capital, Inc.
|
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|
Peterson Wealth Services
|
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|
Dorsey & Whitney Trust CO LLC
|
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|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
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|
Keel Point, LLC
|
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|
Woodline Partners LP
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Engineers Gate Manager LP
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|
PharVision Advisers, LLC
|
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|
Creative Financial Designs Inc /adv
|
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|
ULPIX - Profunds - Ultrabull Profund Investor Class
|
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|
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|
MXGMX - GREAT-WEST FUNDS INC - Great-West U.S. Government Securities Fund Investor Class
|
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ESGG - FlexShares Trust - FlexShares STOXX Global ESG Impact Index Fund
|
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|
Wendell David Associates Inc
|
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|
Waddell & Associates, Llc
|
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|
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
|
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|
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|
Tema Etfs Llc
|
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|
|
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|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
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|
Charles Schwab Investment Management Inc
|
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|
|
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|
Putney Financial Group LLC
|
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|
Aurora Investment Managers, LLC.
|
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|
BLACKROCK GLOBAL ALLOCATION FUND, INC. - BLACKROCK GLOBAL ALLOCATION FUND, INC. Investor A
|
|
|
|
|
|
BRAMX - Blackrock Allocation Target Shares - Bats Series M
|
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|
Trexquant Investment LP
|
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|
CIBC World Markets Inc.
|
|
|
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|
NORTHWESTERN MUTUAL SERIES FUND INC - Multi-Sector Bond Portfolio
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
MMLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Multi-Manager Large Growth ETF
|
|
|
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|
Brown, Lisle/cummings, Inc.
|
|
|
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|
Patrick M Sweeney & Associates, Inc
|
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|
Morton Brown Family Wealth, LLC
|
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|
RiverPark Advisors, LLC
|
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|
Equitable Trust Co
|
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|
Acima Private Wealth, Llc
|
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AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
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|
Boston Common Asset Management, LLC
|
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|
Alpine Bank Wealth Management
|
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|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
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|
Johnson Investment Counsel Inc
|
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|
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|
Wedgewood Partners Inc
|
|
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|
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
|
|
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|
Torray Llc
|
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|
Riverview Trust Co
|
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|
Wellington Management Group Llp
|
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|
Center for Financial Planning, Inc.
|
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VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
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|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
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|
CBCFX - Capital Group Completion Fund Series - Capital Group Core Bond Completion Fund Share Class
|
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Core Plus Bond Fund Series I
|
|
|
|
|
|
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
|
|
|
|
|
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Roble, Belko & Company, Inc
|
|
|
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|
Toth Financial Advisory Corp
|
|
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RXL - PROSHARES TRUST - ProShares Ultra Health Care
|
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|
PCARX - PIMCO FUNDS - PIMCO Credit Opportunities Bond Fund Institutional
|
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|
Polar Capital Holdings Plc
|
|
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|
Romano Brothers And Company
|
|
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|
JCPB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Core Plus Bond ETF
|
|
|
|
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|
GCHDX - FundVantage Trust - Gotham Hedged Core Fund Institutional Class
|
|
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|
Coldstream Capital Management Inc
|
|
|
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|
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
|
|
|
|
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|
Congress Wealth Management LLC / DE /
|
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|
Vestor Capital, Llc
|
|
|
|
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|
ADFIX - American Century Investment Trust - Diversified Bond Fund Investor Class
|
|
|
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|
VCAAX - VALIC Co I - Asset Allocation Fund
|
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|
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|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
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|
|
|
Dunhill Financial, LLC
|
|
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|
|
|
AE Wealth Management LLC
|
|
|
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|
|
JustInvest LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Inflation Managed Portfolio Class I
|
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
|
Plato Investment Management Ltd
|
|
|
|
|
|
PDINX - PUTNAM DIVERSIFIED INCOME TRUST - PUTNAM DIVERSIFIED INCOME TRUST Class A Shares
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
HGHAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD HEALTHCARE FUND Class A
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Bond Fund Class 1
|
|
|
|
|
|
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator IBD Breakout Opportunities ETF
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Pittenger & Anderson Inc
|
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
|
|
|
|
|
|
Presidio Capital Management, LLC
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
MWUIX - Metropolitan West Funds - Metropolitan West Ultra Short Bond Fund Class I
|
|
|
|
|
|
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y
|
|
|
|
|
|
Wormser Freres Gestion
|
|
|
|
|
|
Fulcrum Capital LLC
|
|
|
|
|
|
Baillie Gifford & Co
|
|
|
|
|
|
NORTHERN LIGHTS FUND TRUST II - The Future Fund Long/Short ETF
|
|
|
|
|
|
Change Path, LLC
|
|
|
|
|
|
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
|
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
|
|
|
|
|
|
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
|
|
|
|
|
|
Mach-1 Financial Group, Inc.
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5
|
|
|
|
|
|
Gateway Investment Advisers Llc
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
Mirova US LLC
|
|
|
|
|
|
VHCOX - VANGUARD HORIZON FUNDS - Vanguard Capital Opportunity Fund Investor Shares
|
|
|
|
|
|
Probity Advisors, Inc.
|
|
|
|
|
|
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Mid Cap Growth Class II
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
Inspirion Wealth Advisors, Llc
|
|
|
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
|
|
|
|
|
New England Capital Financial Advisors LLC
|
|
|
|
|
|
Blackrock Health Sciences Trust
|
|
|
|
|
|
BLB&B Advisors, LLC
|
|
|
|
|
|
JASBX - JANUS INVESTMENT FUND - Janus Henderson Short-Term Bond Fund Class T
|
|
|
|
|
|
Act Wealth Management, Llc
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Activest Wealth Management
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
|
Schulhoff & Co Inc
|
|
|
|
|
|
Wetherby Asset Management Inc
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
Penobscot Investment Management Company, Inc.
|
|
|
|
|
|
JHQAX - JPMorgan Trust I - JPMorgan Hedged Equity Fund Class A
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Mortgage Securities Fund Class IA Shares
|
|
|
|
|
|
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
|
|
|
|
|
|
Whitener Capital Management, Inc.
|
|
|
|
|
|
Sone Capital Management, LLC
|
|
|
|
|
|
Motco
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Wellington Government and Quality Bond Portfolio Class 2
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
|
|
|
|
|
|
BlackRock Strategic Global Bond Fund, Inc. - BlackRock Strategic Global Bond Fund, Inc. Investor A
|
|
|
|
|
|
Stonebrook Private Inc.
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Balanced Portfolio Class I
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Diversified Income Fund Class IA Shares
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
JNL SERIES TRUST - JNL/PIMCO Income Fund (A)
|
|
|
|
|
|
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Columbia Variable Portfolio - Strategic Income Fund Class 1
|
|
|
|
|
|
PIGIX - PIMCO FUNDS - PIMCO Investment Grade Credit Bond Fund Institutional
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
Winch Advisory Services, LLC
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
CWBFX - CAPITAL WORLD BOND FUND - CAPITAL WORLD BOND FUND Class A
|
|
|
|
|
|
Elevatus Welath Management
|
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
|
Applied Finance Capital Management, LLC
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
PACIFIC SELECT FUND - Equity Index Portfolio Class I
|
|
|
|
|
|
Jasper Ridge Partners, L.P.
|
|
|
|
|
|
Nixon Peabody Trust Co
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
|
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
|
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
|
|
|
|
|
|
Eaton Vance Ltd Duration Income Fund
|
|
|
|
|
|
Bdf-gestion
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Integrated Research VIP Fund
|
|
|
|
|
|
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
|
|
|
|
|
|
Globeflex Capital L P
|
|
|
|
|
|
Lowe Wealth Advisors, LLC
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
Allianz Se
|
|
|
|
|
|
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
|
|
|
|
|
|
Paces Ferry Wealth Advisors, Llc
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
Hm Payson & Co
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
|
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
|
Czech National Bank
|
|
|
|
|
|
PACIFIC SELECT FUND - Main Street Core Portfolio Class I
|
|
|
|
|
|
Natixis
|
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
|
SXQG - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Quality Growth ETF
|
|
|
|
|
|
Baldwin Brothers Inc/ma
|
|
|
|
|
|
Zwj Investment Counsel Inc
|
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
|
Sittner & Nelson, Llc
|
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
|
Chicago Partners Investment Group LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
|
|
|
|
|
|
JNL SERIES TRUST - JNL Bond Index Fund (I)
|
|
|
|
|
|
Peapack Gladstone Financial Corp
|
|
|
|
|
|
Atria Wealth Solutions, Inc.
|
|
|
|
|
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
|
|
|
|
|
FIWGX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity Core Income Fund
|
|
|
|
|
|
Blue Fin Capital, Inc.
|
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
|
Robbins Farley Llc
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
John Hancock Funds II - Health Sciences Fund Class NAV
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
RCRAX - PIONEER SERIES TRUST X - Pioneer Dynamic Credit Fund : Class A
|
|
|
|
|
|
Canopy Partners, LLC
|
|
|
|
|
|
Caliber Wealth Management, LLC / KS
|
|
|
|
|
|
Meyer Handelman Co
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
Avanda Investment Management Pte. Ltd.
|
|
|
|
|
|
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
|
|
|
|
|
|
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
|
|
|
|
|
|
Clifford Swan Investment Counsel Llc
|
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
|
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
|
|
|
|
|
|
PUBAX - PIMCO FUNDS - PIMCO Dynamic Bond Fund A
|
|
|
|
|
|
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|
|
Kestra Advisory Services, LLC
|
|
|
|
|
|
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
|
|
|
|
|
|
Tritonpoint Wealth, Llc
|
|
|
|
|
|
Tsfg, Llc
|
|
|
|
|
|
CVSE - Morgan Stanley ETF Trust - Calvert US Select Equity ETF
|
|
|
|
|
|
Capital Advisors Inc/ok
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
|
|
|
|
|
|
Franklin Templeton ETF Trust - Western Asset Bond ETF
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Algert Global Llc
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ASR Vermogensbeheer N.V.
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Twin Peaks Wealth Advisors, LLC
|
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|
Treasurer of the State of North Carolina
|
|
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CVA Family Office, LLC
|
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JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
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Aspire Growth Partners LLC
|
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Everett Harris & Co /ca/
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GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
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Caas Capital Management Lp
|
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PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
|
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Baader Bank INC
|
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UMA Financial Services, Inc.
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Cherry Tree Wealth Management, LLC
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SEEGX - JPMORGAN TRUST II - JPMorgan Large Cap Growth Fund Class I
|
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B. Metzler seel. Sohn & Co. AG
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Marshall Wace, Llp
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Forbes J M & Co Llp
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HB Wealth Management, LLC
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SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
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|
Annex Advisory Services, LLC
|
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Field & Main Bank
|
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Merit Financial Group, LLC
|
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Umb Bank N A/mo
|
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ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio
|
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Baxter Bros Inc
|
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SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
|
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Pictet & Cie (Europe) SA
|
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NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
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Citigroup Inc
|
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Operose Advisors LLC
|
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Concurrent Investment Advisors, LLC
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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Front Row Advisors LLC
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Daymark Wealth Partners, Llc
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Glen Eagle Advisors, LLC
|
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UniSuper Management Pty Ltd
|
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EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
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|
Humankind Investments LLC
|
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|
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
|
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|
GMEZX - GuideStone Funds - Impact Equity Fund Investor
|
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BlackRock Funds V - BlackRock GNMA Portfolio Investor A Shares
|
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Argentarii, LLC
|
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B&l Asset Management Llc
|
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Blair William & Co/il
|
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Rafferty Asset Management, LLC
|
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D.a. Davidson & Co.
|
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Calamos Antetokounmpo Sustainable Equities Trust - Calamos Antetokounmpo Sustainable Equities Fund Class R6
|
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Six Circles Trust - Six Circles Global Bond Fund
|
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Vancity Investment Management Ltd
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Erste Asset Management GmbH
|
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QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
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Mackenzie Financial Corp
|
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North Star Asset Management Inc
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Raiffeisen Bank International AG
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Ethic Inc.
|
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Cassaday & Co Wealth Management LLC
|
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USRD - Themes ETF Trust - Themes US R&D Champions ETF
|
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|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
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Steel Peak Wealth Management LLC
|
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|
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
|
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|
BQMGX - TRUST FOR PROFESSIONAL MANAGERS - Bright Rock Mid Cap Growth Fund Institutional Class Shares
|
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Beaumont Financial Advisors, LLC
|
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SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
|
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AIA Group Ltd
|
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First Community Trust Na
|
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SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
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QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
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Mason & Associates Inc
|
|
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|
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A
|
|
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|
Citizens National Bank Trust Department
|
|
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|
|
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
|
|
|
|
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|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
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|
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
|
|
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|
Jacobs Levy Equity Management, Inc
|
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|
Clean Yield Group
|
|
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|
GAMMA Investing LLC
|
|
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|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
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|
Capital Insight Partners, Llc
|
|
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|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
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|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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|
Krs Capital Management, Llc
|
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|
S&t Bank/pa
|
|
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|
|
Prasad Wealth Partners, LLC
|
|
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|
|
Leavell Investment Management, Inc.
|
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|
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
|
|
|
|
|
|
Princeton Global Asset Management LLC
|
|
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|
|
Russell Investments Group, Ltd.
|
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|
Main Street Group, LTD
|
|
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|
|
AGNG - Global X Funds - Global X Longevity Thematic ETF
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
TGWRX - TRANSAMERICA FUNDS - Transamerica Large Growth R
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Red Tortoise LLC
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
PFIIX - PIMCO FUNDS - PIMCO Low Duration Income Fund Institutional
|
|
|
|
|
|
USS Investment Management Ltd
|
|
|
|
|
|
BlackRock Funds V - BlackRock Strategic Income Opportunities Portfolio Investor A Shares
|
|
|
|
|
|
Empirical Asset Management, LLC
|
|
|
|
|
|
RWGFX - RIVERPARK FUNDS TRUST - RiverPark/Wedgewood Fund Retail Class
|
|
|
|
|
|
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
|
|
|
|
|
|
Hartford Investment Management Co
|
|
|
|
|
|
Rossmore Private Capital
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/JPMorgan Growth Stock Portfolio Class IB
|
|
|
|
|
|
NULV - Nushares ETF Trust - Nuveen ESG Large-Cap Value ETF
|
|
|
|
|
|
Mount Yale Investment Advisors, LLC
|
|
|
|
|
|
Busey Wealth Management
|
|
|
|
|
|
Granite Harbor Advisors, Inc.
|
|
|
|
|
|
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
|
|
|
|
|
|
Canada Post Corp Registered Pension Plan
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Catalyst Capital Advisors LLC
|
|
|
|
|
|
Eastern Bank
|
|
|
|
|
|
Lockheed Martin Investment Management Co
|
|
|
|
|
|
Horizon Funds - HORIZON EXPEDITION PLUS ETF
|
|
|
|
|
|
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
|
|
|
|
|
|
Pilgrim Partners Asia Pte Ltd
|
|
|
|
|
|
GFG Capital, LLC
|
|
|
|
|
|
Vise Technologies, Inc.
|
|
|
|
|
|
BlackRock ESG Capital Allocation Trust
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
|
FIAEX - FIDELITY SALEM STREET TRUST - Fidelity Sustainable Core Plus Bond Fund
|
|
|
|
|
|
Park Avenue Securities Llc
|
|
|
|
|
|
Heritage Trust Co
|
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
|
OAFIX - Optimum Fund Trust - Optimum Fixed Income Fund Class A
|
|
|
|
|
|
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
|
|
|
|
|
|
Kera Capital Partners, Inc.
|
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
|
|
|
|
|
|
MYFRX - Victory Portfolios IV - Victory Pioneer Multi-Asset Ultrashort Income Fund Class Y
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
TCG Advisory Services, LLC
|
|
|
|
|
|
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
|
|
|
|
|
|
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
|
|
|
|
|
|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
DB Fitzpatrick & Co, Inc
|
|
|
|
|
|
XHE - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Equipment ETF
|
|
|
|
|
|
Curio Wealth, Llc
|
|
|
|
|
|
Aspen Investment Management Inc
|
|
|
|
|
|
VESGX - VANGUARD SPECIALIZED FUNDS - Vanguard Global ESG Select Stock Fund Admiral Shares
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
|
|
|
|
|
|
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I
|
|
|
|
|
|
PSCSX - PIMCO FUNDS - PIMCO StocksPLUS Small Fund Institutional
|
|
|
|
|
|
Parkman Healthcare Partners LLC
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
CHICAGO TRUST Co NA
|
|
|
|
|
|
Eagle Bay Advisors LLC
|
|
|
|
|
|
Apella Capital, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
Journey Strategic Wealth Llc
|
|
|
|
|
|
HQGO - Lattice Strategies Trust - Hartford US Quality Growth ETF
|
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
PIMCO ETF Trust - PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Income Fund Class IA Shares
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Oliver Lagore Vanvalin Investment Group
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/PIMCO Global Real Return Portfolio Class K
|
|
|
|
|
|
Caisse De Depot Et Placement Du Quebec
|
|
|
|
|
|
JAFLX - JANUS ASPEN SERIES - Janus Henderson Flexible Bond Portfolio Service Shares
|
|
|
|
|
|
Putnam Fl Investment Management Co
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Fred Alger Management, Llc
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
Commerzbank Aktiengesellschaft /fi
|
|
|
|
|
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
FMED - FIDELITY COVINGTON TRUST - Fidelity Disruptive Medicine ETF
|
|
|
|
|
|
CGCP - Capital Group Core Plus Income ETF - Capital Group Core Plus Income ETF Share Class
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
Wedbush Securities Inc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
|
|
|
|
|
|
Longfellow Investment Management Co Llc
|
|
|
|
|
|
Strategic Blueprint, LLC
|
|
|
|
|
|
Battery Global Advisors, LLC
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Axa S.a.
|
|
|
|
|
|
Beck Mack & Oliver Llc
|
|
|
|
|
|
E Fund Management Co., Ltd.
|
|
|
|
|
|
Ellevest, Inc.
|
|
|
|
|
|
Midwest Trust Co
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
|
|
|
|
|
|
Everhart Financial Group, Inc.
|
|
|
|
|
|
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
|
|
|
|
|
|
Winton Capital Group Ltd
|
|
|
|
|
|
EVTR - Morgan Stanley ETF Trust - Eaton Vance Total Return Bond ETF
|
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Fund Class 2
|
|
|
|
|
|
CPTNX - American Century Government Income Trust - Government Bond Fund Investor Class
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A
|
|
|
|
|
|
Global Trust Asset Management, LLC
|
|
|
|
|
|
Systematic Alpha Investments, LLC
|
|
|
|
|
|
Wealthfront Advisers Llc
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
Harvest Fund Management Co., Ltd
|
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
|
PFM Health Sciences, LP
|
|
|
|
|
|
BLYAX - AMERICAN BEACON FUNDS - American Beacon Bridgeway Large Cap Growth Fund A Class
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
HADAX - Hartford Series Fund Inc - Hartford Balanced Hls Fund Ia
|
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
RMR Wealth Builders
|
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
|
Bridgewater Associates, LP
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Inscription Capital, LLC
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
Arista Wealth Management, LLC
|
|
|
|
|
|
Northwest & Ethical Investments L.P.
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
CWS Financial Advisors, LLC
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Variable Insurance Products Fund V - Investment Grade Bond Portfolio Initial Class
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
|
|
|
|
|
|
Simplify Asset Management Inc.
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Asset Planning,Inc
|
|
|
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Duncker Streett & Co Inc
|
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|
DT Investment Partners, LLC
|
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|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
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|
Evergreen Capital Management Llc
|
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|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
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|
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|
Terra Alpha Investments LLC
|
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|
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|
Brighthouse Funds Trust II - Western Asset Management U.S. Government Portfolio Class A
|
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|
|
PTTRX - PIMCO FUNDS - PIMCO Total Return Fund Institutional
|
|
|
|
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|
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
|
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|
GSUIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Mortgages Fund Institutional
|
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|
Institutional Investment Strategy Fund
|
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|
Townsend & Associates, Inc
|
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|
Howard Hughes Medical Institute
|
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|
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
|
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|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
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|
Clear Street Markets Llc
|
|
|
|
|
|
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
|
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|
PTSOX - PIMCO FUNDS - PIMCO RAE PLUS International Fund Class A
|
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|
Lecap Asset Management Ltd
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|
Verdence Capital Advisors LLC
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SSO - PROSHARES TRUST - ProShares Ultra S&P500
|
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|
Royal Bank Of Canada
|
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|
Brighthouse Funds Trust II - Western Asset Management Strategic Bond Opportunities Portfolio Class A
|
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|
GSFAX - GOLDMAN SACHS TRUST - Goldman Sachs Bond Fund Class A
|
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|
IFP Advisors, Inc
|
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|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
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|
Buffington Mohr McNeal
|
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GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
|
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|
Everstar Asset Management, LLC
|
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|
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|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Volatility Conservative Growth Fund Class 2
|
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|
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|
|
Stonebridge Capital Advisors LLC
|
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|
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|
First Trust Advisors Lp
|
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|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Intermediate Bond Fund Class 3
|
|
|
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|
|
BLACKROCK BOND FUND, INC. - BlackRock Sustainable Total Return Fund Class K
|
|
|
|
|
|
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
|
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|
Nilsine Partners, LLC
|
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|
Legacy Trust
|
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Eisler Capital Management Ltd.
|
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Mml Investors Services, Llc
|
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NOLVX - Northern Funds - Northern Large Cap Value Fund
|
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|
Private Advisor Group, LLC
|
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|
Texas Permanent School Fund
|
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DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
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|
PUTIX - PIMCO FUNDS - PIMCO Strategic Bond Fund Institutional
|
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|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
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|
Paradigm Capital Management Inc/ny
|
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HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
|
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|
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
|
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North Capital, Inc.
|
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LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
|
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|
Columbia Funds Variable Series Trust II - CTIVP - American Century Diversified Bond Fund Class 1
|
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|
Randolph Co Inc
|
|
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|
IMC-Chicago, LLC
|
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THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
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MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
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|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
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|
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
|
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|
Edgestream Partners, L.P.
|
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Coston, McIsaac & Partners
|
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Oregon Public Employees Retirement Fund
|
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|
E. Ohman J:or Asset Management AB
|
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|
USA Financial Portformulas Corp
|
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|
Newbridge Financial Services Group, Inc.
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
|
|
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|
Mayflower Financial Advisors, LLC
|
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|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
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|
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
|
|
|
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|
Malaga Cove Capital, LLC
|
|
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|
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|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
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|
FEDERATED CORE TRUST - Federated Mortgage Core Portfolio
|
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|
PayPay Securities Corp
|
|
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|
Destination Wealth Management
|
|
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|
HIABX - Hartford Series Fund Inc - Hartford Total Return Bond Hls Fund Ia
|
|
|
|
|
|
Plante Moran Financial Advisors, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
Andra AP-fonden
|
|
|
|
|
|
AIBAX - INTERMEDIATE BOND FUND OF AMERICA - INTERMEDIATE BOND FUND OF AMERICA Class A
|
|
|
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|
|
First National Bank Of Omaha
|
|
|
|
|
|
NOBOX - Northern Funds - Northern Bond Index Fund
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
|
|
|
|
|
|
Institute for Wealth Management, LLC.
|
|
|
|
|
|
EBABX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Core Plus Bond Fund Class A
|
|
|
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
|
|
|
|
|
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
|
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Mortgage Fund Class 1
|
|
|
|
|
|
Seascape Capital Management
|
|
|
|
|
|
SUHAX - DEUTSCHE DWS SECURITIES TRUST - DWS Health and Wellness Fund Class A
|
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Core Fixed Income Fund Service
|
|
|
|
|
|
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
|
|
|
|
|
|
Siemens Fonds Invest GmbH
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/PIMCO Real Return Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan U.S. Equity Fund Standard Class
|
|
|
|
|
|
MXLGX - GREAT-WEST FUNDS INC - Great-West Large Cap Growth Fund Investor Class
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
|
|
|
|
|
|
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
|
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
PSRAX - Victory Portfolios IV - Victory Pioneer Strategic Income Fund Class A
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
|
|
|
|
|
|
Gryphon Financial Partners LLC
|
|
|
|
|
|
Bowman & Co S.C.
|
|
|
|
|
|
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
|
|
|
|
|
Investment House Llc
|
|
|
|
|
|
Chapin Davis, Inc.
|
|
|
|
|
|
Cornerstone Wealth Management, LLC
|
|
|
|
|
|
Cove Private Wealth, LLC
|
|
|
|
|
|
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
|
|
|
|
|
|
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
|
|
|
|
|
|
Putnam Master Intermediate Income Trust
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
|
|
|
|
|
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
|
|
|
|
|
Hartford Financial Management Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Equity Fund Class 3
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Large Cap Growth Fund Class I
|
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
|
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Orion Capital Management LLC
|
|
|
|
|
|
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
|
|
|
|
|
|
La Banque Postale Asset Management SA
|
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
|
M&G Plc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
First Merchants Corp
|
|
|
|
|
|
BLACKROCK ALLOCATION TARGET SHARES - BATS: Series I Portfolio
|
|
|
|
|
|
Leo Wealth, LLC
|
|
|
|
|
|
Apollon Wealth Management, LLC
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
|
|
|
|
|
|
Cullinan Associates Inc
|
|
|
|
|
|
Moneta Group Investment Advisors Llc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
SHRT - Tidal ETF Trust - Gotham Short Strategies ETF
|
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
|
Kcm Investment Advisors Llc
|
|
|
|
|
|
Addison Capital Co
|
|
|
|
|
|
PCLAX - PIMCO FUNDS - PIMCO CommoditiesPLUS Strategy Fund Class A
|
|
|
|
|
|
Arthur M. Cohen & Associates, Llc
|
|
|
|
|
|
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
|
|
|
|
|
|
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
|
|
|
|
|
|
HighPoint Advisor Group LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
|
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
|
|
|
|
|
|
Triglav Skladi, D.o.o.
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
|
|
|
|
|
|
Modern Wealth Management, LLC
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
|
|
|
|
|
|
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
|
|
|
|
|
|
Aviva Plc
|
|
|
|
|
|
AlphaCore Capital LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
Caption Management, LLC
|
|
|
|
|
|
SGINX - DEUTSCHE DWS INCOME TRUST - DWS GNMA Fund Class S
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
|
|
|
|
|
Empire Financial Management Company, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Diversified Fixed Income Portfolio Class 1
|
|
|
|
|
|
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
|
|
|
|
|
|
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class
|
|
|
|
|
|
Northern Oak Wealth Management Inc
|
|
|
|
|
|
Managed Account Series - BlackRock GA Dynamic Equity Fund Class K
|
|
|
|
|
|
Pitcairn Co
|
|
|
|
|
|
FSMSX - Advisors' Inner Circle Fund III - FS Multi-Strategy Alternatives Fund Class I
|
|
|
|
|
|
Citizens Business Bank
|
|
|
|
|
|
Viking Fund Management Llc
|
|
|
|
|
|
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
|
|
|
|
|
|
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
|
|
|
|
|
|
Aquatic Capital Management LLC
|
|
|
|
|
|
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
Brighton Jones Llc
|
|
|
|
|
|
Bragg Financial Advisors, Inc
|
|
|
|
|
|
Investors Research Corp
|
|
|
|
|
|
OMERS ADMINISTRATION Corp
|
|
|
|
|
|
BCAMX - PROFESSIONALLY MANAGED PORTFOLIOS - Boston Common ESG Impact U.S. Equity Fund Boston Common ESG Impact U.S. Equity
|
|
|
|
|
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
|
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
|
|
|
|
|
|
Brown Advisory Inc
|
|
|
|
|
|
Sigma Planning Corp
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
|
FXIRX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series R Series R
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
|
|
|
|
|
|
DEUTSCHE DWS VARIABLE SERIES II - DWS CROCI U.S. VIP Class A
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
|
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares
|
|
|
|
|
|
Aaron Wealth Advisors LLC
|
|
|
|
|
|
Sentry Investment Management Llc
|
|
|
|
|
|
Jnl Series Trust - Jnl/blackrock Global Allocation Fund (a)
|
|
|
|
|
|
N.E.W. Advisory Services LLC
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
|
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Mid-Cap Index Portfolio
|
|
|
|
|
|
CFICX - CALVERT FUND - Calvert Income Fund Class A
|
|
|
|
|
|
Lido Advisors, LLC
|
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
|
EINFX - ELFUN INCOME FUND - ELFUN INCOME FUND Elfun Income Fund
|
|
|
|
|
|
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund
|
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
|
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
|
|
|
|
|
|
PIMCO FUNDS - PIMCO Total Return Fund V Institutional Class
|
|
|
|
|
|
Victory Variable Insurance Funds II - Victory Pioneer Strategic Income VCT Portfolio Class II
|
|
|
|
|
|
Fairtree Asset Management (Pty) Ltd
|
|
|
|
|
|
PSET - Principal Exchange-Traded Funds - Principal Price Setters Index ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Nordea Investment Management Ab
|
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|
McKinley Carter Wealth Services, Inc.
|
|
|
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|
MTM Investment Management, LLC
|
|
|
|
|
|
FMGAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Mortgage Securities Fund Class A
|
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|
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|
|
FTBFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond Fund
|
|
|
|
|
|
Walleye Trading LLC
|
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
|
Simon Quick Advisors, Llc
|
|
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|
Laurel Wealth Advisors LLC
|
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|
Arkadios Wealth Advisors
|
|
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|
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|
Chesley Taft & Associates LLC
|
|
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|
|
Rockline Wealth Management, LLC
|
|
|
|
|
|
Quest 10 Wealth Builders, Inc.
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
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|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
Harwood Advisory Group, LLC
|
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|
|
FFND - NORTHERN LIGHTS FUND TRUST II - The Future Fund Active ETF
|
|
|
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|
|
Managed Account Series - BlackRock GA Disciplined Volatility Equity Fund Class K
|
|
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|
AlTi Global, Inc.
|
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|
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|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
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|
Fortis Group Advisors, LLC
|
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|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
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|
Evermay Wealth Management Llc
|
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AVIG - AMERICAN CENTURY ETF TRUST - Avantis Core Fixed Income ETF
|
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|
Swedbank AB
|
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ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
|
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|
Truist Financial Corp
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
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|
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
|
|
|
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|
Hilltop National Bank
|
|
|
|
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|
Stone House Investment Management, LLC
|
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Bell Investment Advisors, Inc
|
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|
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|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
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|
|
|
|
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
|
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
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|
Parkside Financial Bank & Trust
|
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|
NATIONWIDE VARIABLE INSURANCE TRUST - Amundi NVIT Multi Sector Bond Fund Class I
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
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|
Paladin Advisory Group, LLC
|
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|
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
|
|
|
|
|
|
VELA Funds - VELA Large Cap 130/30 Fund Class I
|
|
|
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|
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
|
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ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
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PDMIX - PIMCO FUNDS - PIMCO GNMA and Government Securities Fund Institutional
|
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Trust Asset Management LLC
|
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|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
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|
NEOS Investment Management LLC
|
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Accent Capital Management, LLC
|
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CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
|
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Tobam
|
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|
Forethought Variable Insurance Trust - Global Atlantic Franklin Dividend and Income Managed Risk Portfolio Class II Shares
|
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|
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
|
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|
Magnolia Capital Advisors Llc
|
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|
American National Bank
|
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|
CAPROCK Group, Inc.
|
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CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
|
|
|
|
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|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
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|
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|
Guardian Variable Products Trust - Guardian Core Plus Fixed Income VIP Fund
|
|
|
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|
|
Anchor Investment Management, LLC
|
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|
Caitong International Asset Management Co., Ltd
|
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|
J.w. Cole Advisors, Inc.
|
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GraniteShares Advisors LLC
|
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|
|
|
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
|
|
|
|
|
|
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund
|
|
|
|
|
|
Rakuten Securities, Inc.
|
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|
CLARET ASSET MANAGEMENT Corp
|
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|
Glenmede Investment Management, LP
|
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|
Cambridge Investment Research Advisors, Inc.
|
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|
Fmr Llc
|
|
|
|
|
|
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund
|
|
|
|
|
|
ETHSX - EATON VANCE GROWTH TRUST - Eaton Vance Worldwide Health Sciences Fund Class A
|
|
|
|
|
|
Worldquant Millennium Advisors Llc
|
|
|
|
|
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
|
|
|
|
|
Ilmarinen Mutual Pension Insurance Co
|
|
|
|
|
|
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
|
|
|
|
|
|
Tocqueville Asset Management L.p.
|
|
|
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|
|
Cwm, Llc
|
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|
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|
|
Leisure Capital Management
|
|
|
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|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
Fjarde Ap-fonden /fourth Swedish National Pension Fund
|
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
|
Mather Group, Llc.
|
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
|
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
|
|
|
|
|
|
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Core Plus Bond Portfolio Class IA
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Phoenix Holdings Ltd.
|
|
|
|
|
|
Stock Portfolio - Stock Portfolio
|
|
|
|
|
|
Sabal Trust CO
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Profunds - Profund Vp Ultrabull
|
|
|
|
|
|
Avalon Global Asset Management LLC
|
|
|
|
|
|
Transce3nd, LLC
|
|
|
|
|
|
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
|
|
|
|
|
|
BTBFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Asset Management Fund
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I
|
|
|
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
|
|
|
|
|
|
WestEnd Advisors, LLC
|
|
|
|
|
|
Ar Asset Management Inc
|
|
|
|
|
|
C WorldWide Group Holding A/S
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
|
|
|
|
|
|
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
|
|
|
|
|
|
LAUYX - LORD ABBETT INVESTMENT TRUST - Lord Abbett Income Fund Class I
|
|
|
|
|
|
Rock Springs Capital Management LP
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
|
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
|
|
|
|
|
|
Perfromance Wealth Partners, LLC
|
|
|
|
|
|
Frank, Rimerman Advisors LLC
|
|
|
|
|
|
BankPlus Trust Department
|
|
|
|
|
|
Martin Capital Advisors, LLP
|
|
|
|
|
|
Boston Trust Walden Corp
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
|
Independent Advisor Alliance
|
|
|
|
|
|
Atlantic Private Wealth, LLC
|
|
|
|
|
|
PGBIX - PIMCO FUNDS - PIMCO Global Bond Opportunities Fund (U.S. Dollar-Hedged) Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
|
|
|
|
|
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
|
|
|
|
|
VPLS - VANGUARD MALVERN FUNDS - Vanguard Core-Plus Bond ETF ETF Shares
|
|
|
|
|
|
Mufg Securities Americas Inc.
|
|
|
|
|
|
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Bath Savings Trust Co
|
|
|
|
|
|
PSPTX - PIMCO FUNDS - PIMCO StocksPLUS Absolute Return Fund Institutional
|
|
|
|
|
|
Security National Bank
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
WealthPlan Investment Management, LLC
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
|
|
|
|
|
|
Opal Wealth Advisors, LLC
|
|
|
|
|
|
Trustmark National Bank Trust Department
|
|
|
|
|
|
Guggenheim Strategic Opportunities Fund
|
|
|
|
|
|
PQIIX - PIMCO Equity Series - PIMCO Dividend and Income Fund Institutional Class
|
|
|
|
|
|
Fulcrum Asset Management LLP
|
|
|
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
|
|
|
|
|
|
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Tcw Strategic Income Fund Inc
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
|
|
|
|
|
|
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
PCLCX - PACE SELECT ADVISORS TRUST - PACE Large Co Growth Equity Investments Class P
|
|
|
|
|
|
Mission Wealth Management, Lp
|
|
|
|
|
|
Eaton Vance Enhanced Equity Income Fund Ii
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
Corient IA LLC
|
|
|
|
|
|
BAISX - Brown Advisory Funds - Brown Advisory Sustainable Bond Fund Institutional Shares
|
|
|
|
|
|
Valued Retirements, Inc.
|
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
Primecap Management Co/ca/
|
|
|
|
|
|
1248 Management, LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
|
|
|
|
|
|
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
|
|
|
|
|
|
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Buckingham Strategic Partners
|
|
|
|
|
|
MFAAX - AMERICAN FUNDS MORTGAGE FUND - AMERICAN FUNDS MORTGAGE FUND Class A
|
|
|
|
|
|
Marble Harbor Investment Counsel, LLC
|
|
|
|
|
|
FXH - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Health Care AlphaDEX Fund
|
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
LCM Capital Management Inc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
|
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
|
Redwood Park Advisors LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Chicago Capital, LLC
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST
|
|
|
|
|
|
Winthrop Capital Management, LLC
|
|
|
|
|
|
ROSS\JOHNSON & Associates LLC
|
|
|
|
|
|
PIMCO FUNDS - PIMCO All Asset: Multi-RAE PLUS Fund
|
|
|
|
|
|
Brookstone Capital Management
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
|
|
|
|
|
PKO Investment Management Joint-Stock Co
|
|
|
|
|
|
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
|
|
|
|
|
|
Mizuho Securities Usa Llc
|
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Private Capital Advisors, Inc.
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
RMG Wealth Management LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Nomura Holdings Inc
|
|
|
|
|
|
JSFBX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Seaport Long/Short Fund Class A
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
|
|
|
|
|
|
Wilson Asset Management (international) Pty Ltd
|
|
|
|
|
|
China Universal Asset Management Co., Ltd.
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
Midwest Professional Planners, LTD.
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
Pinnacle Associates Ltd
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
Montis Financial, LLC
|
|
|
|
|
|
SPUS - Tidal ETF Trust - SP Funds S&P 500 Sharia Industry Exclusions ETF
|
|
|
|
|
|
Rice Hall James & Associates, Llc
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
|
Putnam ETF Trust - Putnam Sustainable Future ETF -
|
|
|
|
|
|
Binnacle Investments Inc
|
|
|
|
|
|
Miracle Mile Advisors, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
|
|
|
|
|
|
Partners in Financial Planning
|
|
|
|
|
|
GraniteShares ETF Trust - GraniteShares XOUT U.S. Large Cap ETF
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
USSCX - USAA MUTUAL FUNDS TRUST - Science & Technology Fund Shares
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
PEBIX - PIMCO FUNDS - PIMCO Emerging Markets Bond Fund Institutional
|
|
|
|
|
|
Dynamic Advisor Solutions LLC
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Index 500 Fund
|
|
|
|
|
|
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
|
|
|
|
|
|
PACIFIC SELECT FUND - Diversified Bond Portfolio Class I
|
|
|
|
|
|
Symphony Financial, Ltd. Co.
|
|
|
|
|
|
Synovus Financial Corp
|
|
|
|
|
|
Calamos Advisors LLC
|
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
|
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Vestcor Inc
|
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EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
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FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
|
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TEC - Harbor ETF Trust - Harbor Transformative Technologies ETF
|
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COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - Managed Risk U.S. Fund Class 2
|
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JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
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|
Diversified Trust Co
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
|
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Vega Investment Solutions
|
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Enhanced Index VP Initial
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TRANSAMERICA SERIES TRUST - Transamerica WMC US Growth VP Initial
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
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Econ Financial Services Corp
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PRAIX - PIMCO FUNDS - PIMCO Long-Term Real Return Fund Institutional
|
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Atlantic Union Bankshares Corp
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Bfsg, Llc
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Diversified Income Fund Service Class
|
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Albion Financial Group /ut
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ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
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TADAX - TRANSAMERICA FUNDS - Transamerica US Growth A
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Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
|
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SHP ETF Trust - NEOS S&P 500(R) High Income ETF
|
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USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
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Scotia Capital Inc.
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FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
|
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PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio
|
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Orion Portfolio Solutions, LLC
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Profund Advisors Llc
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Ballentine Partners, LLC
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Monetary Management Group Inc
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Ulland Investment Advisors, LLC
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Ameritas Investment Partners, Inc.
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RMB Capital Management, LLC
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Savant Capital, LLC
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Wedmont Private Capital
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Twin Tree Management, LP
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MXFDX - GREAT-WEST FUNDS INC - Great-West Core Bond Fund Investor Class
|
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GSOIX - GOLDMAN SACHS TRUST - Goldman Sachs Government Income Fund Institutional
|
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SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
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KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
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GSZAX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Income Fund Class A Shares
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NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
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Alta Advisers Ltd
|
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
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PUTNAM VARIABLE TRUST - Putnam VT Sustainable Future Fund Class IA Shares
|
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RW Investment Management LLC
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Perigon Wealth Management, LLC
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Archer Investment Corp
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TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Core Bond VP Initial
|
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Tiaa Trust, National Association
|
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Fortitude Family Office, LLC
|
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VCRB - VANGUARD MALVERN FUNDS - Vanguard Core Bond ETF ETF Shares
|
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Callan Family Office, LLC
|
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Spire Wealth Management
|
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WACPX - WESTERN ASSET FUNDS INC - Western Asset Core Plus Bond Fund Class I
|
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JHTRX - JPMORGAN TRUST IV - JPMorgan Hedged Equity 3 Fund Class R6
|
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THRIVENT SERIES FUND INC - Thrivent Opportunity Income Plus Portfolio Class A
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund
|
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HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
|
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State of Wyoming
|
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KBC Group NV
|
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Shelton Capital Management
|
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Banco Bilbao Vizcaya Argentaria, S.a.
|
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Colonial Trust Co / SC
|
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PTSAX - PIMCO FUNDS - PIMCO Total Return ESG Fund Institutional
|
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TIGRX - TIAA-CREF FUNDS - TIAA-CREF Growth & Income Fund Institutional Class
|
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Mbb Public Markets I Llc
|
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PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
|
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BRWIX - AMG Funds I - AMG Managers Brandywine Fund Class I
|
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RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
|
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Pingora Partners LLC
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Suvretta Capital Management, Llc
|
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VCULX - VALIC Co I - Growth Fund
|
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Dai-Ichi Life Insurance Company, Ltd
|
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|
Liontrust Investment Partners LLP
|
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|
Fagan Associates, Inc.
|
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Cornerstone Planning Group LLC
|
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|
Global Assets Advisory, LLC
|
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|
BUFGX - BUFFALO FUNDS - Buffalo Growth Fund Investor Class
|
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|
ATWAX - AB PORTFOLIOS - AB Tax-Managed Wealth Appreciation Strategy Class A
|
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|
Wiley Bros.-aintree Capital, Llc
|
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|
Cornerstone Advisors, LLC
|
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|
Conway Capital Management, Inc.
|
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|
Ubs Oconnor Llc
|
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|
Summit Financial, LLC
|
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|
Nan Shan Life Insurance Co., Ltd.
|
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|
Gulf International Bank (UK) Ltd
|
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|
Stratos Wealth Partners, LTD.
|
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|
First National Advisers, LLC
|
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|
|
Sound Income Strategies, LLC
|
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|
|
|
|
PMZIX - PIMCO FUNDS - PIMCO Mortgage Opportunities and Bond Fund Institutional Class
|
|
|
|
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|
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
|
|
|
|
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|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
Strait & Sound Wealth Management LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
|
|
Patton Fund Management, Inc.
|
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|
|
|
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
|
|
|
|
|
|
First American Bank
|
|
|
|
|
|
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
|
|
|
|
|
|
Weaver Consulting Group
|
|
|
|
|
|
Symphony Financial Services, Inc.
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
Banque Cantonale Vaudoise
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - Global Bond Fund Class 1
|
|
|
|
|
|
CSIBX - CALVERT SOCIAL INVESTMENT FUND - Calvert Bond Fund Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
Shell Asset Management Co
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
|
BLI - Banque de Luxembourg Investments
|
|
|
|
|
|
FSA Wealth Management LLC
|
|
|
|
|
|
Strategic Investment Solutions, Inc. /IL
|
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
|
Sound View Wealth Advisors Group, LLC
|
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Aggregate Bond Index Portfolio Class P
|
|
|
|
|
|
Cigna Investments Inc /new
|
|
|
|
|
|
Sagespring Wealth Partners, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
|
|
|
|
|
|
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a)
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
|
Bellevue Group AG
|
|
|
|
|
|
Cinctive Capital Management LP
|
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
|
PIMCO FUNDS - PIMCO Sector Fund Series - AM
|
|
|
|
|
|
SSIMX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Income V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Mirova
|
|
|
|
|
|
BTMFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Midcap Fund
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Capital Investment Counsel, Inc
|
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
|
DDFG, Inc
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
Rexford Capital Inc
|
|
|
|
|
|
Polar Asset Management Partners Inc.
|
|
|
|
|
|
LeClair Wealth Partners LLC
|
|
|
|
|
|
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
|
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
|
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
|
|
|
|
|
|
Vestal Point Capital, LP
|
|
|
|
|
|
BlackRock Variable Series Funds II, Inc. - BlackRock Total Return V.I. Fund Class I
|
|
|
|
|
|
BAFE - Advisors' Inner Circle Fund III - Brown Advisory Flexible Equity ETF
|
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
|
Willner & Heller, Llc
|
|
|
|
|
|
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
|
|
|
|
|
|
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
|
|
|
|
|
|
Abn Amro Investment Solutions
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
|
|
|
|
|
|
JNBA Financial Advisors
|
|
|
|
|
|
Catalytic Wealth RIA, LLC
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II
|
|
|
|
|
|
Advisory Services Network, LLC
|
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
|
Cullen Investment Group, Ltd.
|
|
|
|
|
|
Joel Isaacson & Co., LLC
|
|
|
|
|
|
Meridian Wealth Management, LLC
|
|
|
|
|
|
Arlington Trust Co LLC
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Ontario Teachers Pension Plan Board
|
|
|
|
|
|
Sara-Bay Financial
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - U.S. Government Mortgage Fund Class 3
|
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
PONAX - PIMCO FUNDS - PIMCO Income Fund Class A
|
|
|
|
|
|
Goodman Advisory Group, LLC
|
|
|
|
|
|
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
|
|
|
|
|
|
Spdr S&p 500 Etf Trust
|
|
|
|
|
|
MWERX - METROPOLITAN WEST FUNDS - MetWest ESG Securitized Fund Class M
|
|
|
|
|
|
Van Strum & Towne Inc.
|
|
|
|
|
|
Supplemental Annuity Collective Trust of NJ
|
|
|
|
|
|
CVAR - ETF Opportunities Trust - Cultivar ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Oppenheimer Main Street Large Cap Portfolio Class 1
|
|
|
|
|
|
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
|
|
|
|
|
|
Cairn Investment Group, Inc.
|
|
|
|
|
|
Briaud Financial Planning, Inc
|
|
|
|
|
|
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
|
|
|
|
|
|
Linden Thomas Advisory Services, LLC
|
|
|
|
|
|
Turtle Creek Wealth Advisors, LLC
|
|
|
|
|
|
BKDV - BNY Mellon ETF Trust II - BNY Mellon Dynamic Value ETF
|
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
|
|
|
|
|
|
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
|
|
|
|
|
|
Blackrock Income Trust, Inc.
|
|
|
|
|
|
Sectoral Asset Management Inc
|
|
|
|
|
|
Benin Management CORP
|
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
|
Nicolet Advisory Services, Llc
|
|
|
|
|
|
PTRB - PGIM ETF TRUST - PGIM Total Return Bond ETF
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
Boston Private Wealth Llc
|
|
|
|
|
|
Longaeva Partners L.P.
|
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
|
Addison Advisors LLC
|
|
|
|
|
|
Winthrop Advisory Group LLC
|
|
|
|
|
|
MWIGX - METROPOLITAN WEST FUNDS - Metropolitan West Investment Grade Credit Fund Class I
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Palo Alto Investors LP
|
|
|
|
|
|
Rathbone Brothers plc
|
|
|
|
|
|
Taylor Frigon Capital Management LLC
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
Burney Co/
|
|
|
|
|
|
IGIAX - Integrity Funds - Integrity Growth & Income Fund Class A
|
|
|
|
|
|
BFRE - Ultimus Managers Trust - Westwood LBRTY Global Equity ETF
|
|
|
|
|
|
Crowley Wealth Management, Inc.
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP PIMCO Low Duration Bond Fund Standard Class
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
|
|
|
|
|
|
Kingsview Wealth Management, LLC
|
|
|
|
|
|
Atomi Financial Group, Inc.
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
Spectrum Asset Management, Inc. (NB/CA)
|
|
|
|
|
|
Wellington Shields Capital Management, LLC
|
|
|
|
|
|
BlackRock Health Sciences Trust II
|
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
Glenview Trust Co
|
|
|
|
|
|
Capstone Investment Advisors, Llc
|
|
|
|
|
|
FXICX - PIMCO Managed Accounts Trust - Fixed Income SHares: Series C Series C
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
|
|
|
|
Hall Laurie J Trustee
|
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
|
Securian Funds Trust - SFT Index 500 Fund Class 1
|
|
|
|
|
|
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Managed Volatility Moderate Growth Fund Class 2
|
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
|
BEARX - FEDERATED EQUITY FUNDS - Federated Prudent Bear Fund Class A Shares
|
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
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EQ ADVISORS TRUST - Multimanager Core Bond Portfolio Class IB
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Level Four Advisory Services, Llc
|
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Fwl Investment Management, Llc
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BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
|
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Sterling Capital Management LLC
|
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APG Asset Management N.V.
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ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio
|
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FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
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|
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
|
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SGVAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Mortgage Total Return Fund Class A
|
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Ostrum Asset Management
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Haven Capital Group, Inc.
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Halbert Hargrove Global Advisors, Llc
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Hills Bank & Trust Co
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SOUTH STATE Corp
|
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GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
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GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
|
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IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
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CIBC Private Wealth Group, LLC
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Moors & Cabot, Inc.
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Eaton Vance Tax-managed Buy-write Opportunities Fund
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FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
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JAFIX - JANUS INVESTMENT FUND - Janus Henderson Flexible Bond Fund Class T
|
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VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
|
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CBIZ Investment Advisory Services, LLC
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CRCBX - CARILLON SERIES TRUST - Carillon Reams Core Bond Fund Class A
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Nfj Investment Group, Llc
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West Family Investments, Inc.
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PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
|
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Securian Funds Trust - SFT Core Bond Fund Class 1
|
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GWM Advisors LLC
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
|
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Groupe la Francaise
|
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Mn Services Vermogensbeheer B.V.
|
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JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
|
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Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
|
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POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
|
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Farther Finance Advisors, LLC
|
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PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
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Breakwater Investment Management
|
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FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
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WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF
|
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SJS Investment Consulting Inc.
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NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
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United Asset Strategies, Inc.
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FUSGX - FEDERATED INCOME SECURITIES TRUST - Federated Fund for U.S. Government Securities Class A Shares
|
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Connecticut Wealth Management, LLC
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Kinneret Advisory, LLC
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TFC Financial Management
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Avalon Trust Co
|
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RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
|
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GSFIX - GOLDMAN SACHS TRUST - Goldman Sachs Core Fixed Income Fund Institutional
|
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Rossby Financial, LCC
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Resonant Capital Advisors, LLC
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BTEFX - BOSTON TRUST WALDEN FUNDS - Boston Trust Equity Fund
|
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First Bank & Trust
|
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Legacy Wealth Asset Management, LLC
|
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
|
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MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
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SBI Securities Co., Ltd.
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Wolf Group Capital Advisors
|
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SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
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NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
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Ingalls & Snyder Llc
|
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GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
|
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Holocene Advisors, LP
|
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ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
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|
Creative Planning
|
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|
PTSHX - PIMCO FUNDS - PIMCO Short-Term Fund Institutional
|
|
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|
Eaton Vance Enhanced Equity Income Fund
|
|
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|
WRND - IndexIQ ETF Trust - IQ Global Equity R&D Leaders ETF
|
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|
Oppenheimer & Co Inc
|
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|
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
|
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|
Principia Wealth Advisory, LLC
|
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|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
|
|
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|
Wealthspire Advisors, LLC
|
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|
Advanced Series Trust - Ast Advanced Strategies Portfolio
|
|
|
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|
|
American Capital Advisory, LLC
|
|
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|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
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|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
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|
Pictet Asset Management Holding SA
|
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|
Sanibel Captiva Trust Company, Inc.
|
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|
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
|
|
|
|
|
|
PCRIX - PIMCO FUNDS - PIMCO CommodityRealReturn Strategy Fund Institutional
|
|
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|
|
Hedges Asset Management LLC
|
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|
|
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
|
|
|
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|
|
Cromwell Holdings LLC
|
|
|
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|
|
Ritholtz Wealth Management
|
|
|
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|
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
|
|
|
|
|
|
Sector Gamma As
|
|
|
|
|
|
Radnor Capital Management, LLC
|
|
|
|
|
|
Meeder Advisory Services, Inc.
|
|
|
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|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
COLUMBIA FUNDS VARIABLE INSURANCE TRUST - Variable Portfolio - U.S. Flexible Growth Fund Class 2
|
|
|
|
|
|
Ignite Planners, LLC
|
|
|
|
|
|
Cim Investment Mangement Inc
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
Confluence Wealth Services, Inc.
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Sandhill Capital Partners LLC
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Tokio Marine Asset Management Co Ltd
|
|
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|
|
California State Teachers Retirement System
|
|
|
|
|
|
Centiva Capital, LP
|
|
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|
|
|
DnB Asset Management AS
|
|
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|
|
Comerica Bank
|
|
|
|
|
|
Fulton Bank, N.a.
|
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
|
Wood Tarver Financial Group, LLC
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
VSTIX - VALIC Co I - Stock Index Fund
|
|
|
|
|
|
Valeo Financial Advisors, LLC
|
|
|
|
|
|
Pacific Capital Partners Ltd
|
|
|
|
|
|
Azzad Asset Management Inc /adv
|
|
|
|
|
|
DRW Securities, LLC
|
|
|
|
|
|
Hawk Ridge Capital Management Lp
|
|
|
|
|
|
Fisher Funds Management LTD
|
|
|
|
|
|
Baldwin Investment Management, LLC
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
|
|
|
|
|
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
|
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
|
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
|
|
|
|
|
|
First National Trust Co
|
|
|
|
|
|
HealthInvest Partners AB
|
|
|
|
|
|
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
|
|
|
|
|
|
Cary Street Partners Financial Llc
|
|
|
|
|
|
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
|
|
|
|
|
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
|
|
|
|
|
GINN - Goldman Sachs ETF Trust - Goldman Sachs Innovate Equity ETF
|
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
|
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Kennebec Savings Bank
|
|
|
|
|
|
Capital Asset Advisory Services LLC
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Fiduciary Trust Co
|
|
|
|
|
|
Lansforsakringar Fondforvaltning AB (publ)
|
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
|
|
|
|
|
|
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
|
|
|
|
|
|
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
|
|
|
|
|
|
Evoke Wealth, Llc
|
|
|
|
|
|
PRRIX - PIMCO FUNDS - PIMCO Real Return Fund Institutional
|
|
|
|
|
|
JNL SERIES TRUST - JNL/JPMorgan Hedged Equity Fund (A)
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
CGCB - Capital Group Fixed Income ETF Trust - Capital Group Core Bond ETF Share Class
|
|
|
|
|
|
Keybank National Association/oh
|
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
|
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Burke & Herbert Bank & Trust Co
|
|
|
|
|
|
Fidelity Central Investment Portfolios II LLC - Fidelity Investment Grade Bond Central Fund
|
|
|
|
|
|
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
|
|
|
|
|
|
Sunbelt Securities, Inc.
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Fayez Sarofim & Co
|
|
|
|
|
|
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
|
|
|
|
|
|
Militia Capital Partners, LP
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio
|
|
|
|
|
|
Cornerstone Total Return Fund Inc
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Sandy Spring Bank
|
|
|
|
|
|
JDESX - JPMorgan Trust I - JPMorgan U.S. Research Enhanced Equity Fund Class I
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
|
|
|
|
|
|
Cooper Financial Group
|
|
|
|
|
|
BlackRock ETF Trust - BlackRock Future Health ETF
|
|
|
|
|
|
Argent Capital Management Llc
|
|
|
|
|
|
Tcw Group Inc
|
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
FTKFX - FIDELITY INCOME FUND /MA/ - Fidelity Total Bond K6 Fund
|
|
|
|
|
|
Kestra Private Wealth Services, Llc
|
|
|
|
|
|
Bank Of Nova Scotia
|
|
|
|
|
|
Benjamin Edwards Inc
|
|
|
|
|
|
Nuveen Core Equity Alpha Fund
|
|
|
|
|
|
BlackRock Funds V - BlackRock U.S. Government Bond Portfolio Investor A Shares
|
|
|
|
|
|
Empower Advisory Group, LLC
|
|
|
|
|
|
Oak Harvest Investment Services
|
|
|
|
|
|
PSTIX - PIMCO FUNDS - PIMCO StocksPLUS Short Fund Institutional
|
|
|
|
|
|
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
|
|
|
|
|
|
Twin Capital Management Inc
|
|
|
|
|
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Choate Investment Advisors
|
|
|
|
|
|
PGVAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 14 - PGIM GOVERNMENT INCOME FUND Class A
|
|
|
|
|
|
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
|
|
|
|
|
|
IMANX - ALLIED ASSET ADVISORS FUNDS - Iman Fund Class K
|
|
|
|
|
|
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
Bourgeon Capital Management Llc
|
|
|
|
|
|
Cyrus J. Lawrence, LLC
|
|
|
|
|
|
Soltis Investment Advisors LLC
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
|
|
|
|
|
|
Pensionmark Financial Group, Llc
|
|
|
|
|
|
Mesirow Financial Investment Management, Inc.
|
|
|
|
|
|
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
BUNRX - BULLFINCH FUND INC - Unrestricted Series
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Ransom Advisory, Ltd
|
|
|
|
|
|
IMA Wealth, Inc.
|
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
|
Values Added Financial LLC
|
|
|
|
|
|
PEFIX - PIMCO FUNDS - PIMCO RAE PLUS EMG Fund Institutional
|
|
|
|
|
|
Jnl Series Trust - Jnl/pimco Real Return Fund (a)
|
|
|
|
|
|
PTUIX - PIMCO FUNDS - PIMCO Total Return Fund IV Institutional Class
|
|
|
|
|
|
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
|
|
|
|
|
|
CoreCap Advisors, LLC
|
|
|
|
|
|
MDEV - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Indxx Medical Devices ETF
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
Teza Capital Management LLC
|
|
|
|
|
|
VCOBX - VANGUARD MALVERN FUNDS - Vanguard Core Bond Fund Admiral Shares
|
|
|
|
|
|
Jnl Series Trust - Jnl/wmc Balanced Fund (a)
|
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
|
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
|
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
Brighthouse Funds Trust II - BlackRock Bond Income Portfolio Class A
|
|
|
|
|
|
Integrated Wealth Concepts LLC
|
|
|
|
|
|
AMERICAN FUNDS INSURANCE SERIES - U.S. Government/AAA-Rated Securities Fund Class 1
|
|
|
|
|
|
Purus Wealth Management, LLC
|
|
|
|
|
|
Costello Asset Management, INC
|
|
|
|
|
|
Elo Mutual Pension Insurance Co
|
|
|
|
|
|
Credit Agricole S A
|
|
|
|
|
|
Wealthcare Advisory Partners LLC
|
|
|
|
|
|
First Foundation Advisors
|
|
|
|
|
|
LMBS - FIRST TRUST EXCHANGE-TRADED FUND IV - First Trust Low Duration Opportunities ETF
|
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
|
Catalio Capital Management, LP
|
|
|
|
|
|
Graham Capital Management, L.P.
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INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
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Ronald Blue Trust, Inc.
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VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
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Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
|
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PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
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Stone Run Capital, Llc
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Hixon Zuercher, LLC
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Carnegie Capital Asset Management, LLC
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Yousif Capital Management, Llc
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Aptus Capital Advisors, LLC
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Amiral Gestion
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HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
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Glass Jacobson Investment Advisors llc
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NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
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Fidelis Capital Partners, LLC
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DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
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Mutual Advisors, LLC
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EHLS - Tidal Trust II - Even Herd Long Short ETF
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iA Global Asset Management Inc.
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Eads & Heald Wealth Management
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Point72 Asset Management, L.P.
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SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
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ABN AMRO Bank N.V.
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W.G. Shaheen & Associates DBA Whitney & Co
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HART - IndexIQ ETF Trust - IQ Healthy Hearts ETF
|
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HRTS - Tema ETF Trust - Tema Cardiovascular and Metabolic ETF
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BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
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National Asset Management, Inc.
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Putnam Funds Trust - Putnam Mortgage Opportunities Fund Class I
|
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THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
|
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Bank of New York Mellon Corp
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ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
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IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
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PFATX - PIMCO FUNDS - PIMCO RAE Fundamental Advantage PLUS Fund Institutional
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Prudential Financial Inc
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Nwam Llc
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Six Circles Trust - Six Circles Multi-Strategy Fund
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HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
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DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
|
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SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio
|
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Greykasell Wealth Strategies, Inc.
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Jacobs & Co/ca
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SBOOX - BERNSTEIN SANFORD C FUND INC - Overlay B Portfolio Class 1
|
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Ninety One North America, Inc.
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Robeco Institutional Asset Management B.V.
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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IMG Wealth Management, Inc.
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
|
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Healthcare Of Ontario Pension Plan Trust Fund
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UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
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Nemes Rush Group LLC
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Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1
|
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Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
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State of Tennessee, Treasury Department
|
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Ironwood Investment Counsel, LLC
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TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
|
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Covestor Ltd
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Nissay Asset Management Corp /japan/ /adv
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Thrivent Financial For Lutherans
|
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Colony Group, LLC
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Connor, Clark & Lunn Investment Management Ltd.
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Fisher Asset Management, LLC
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VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
|
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Axxcess Wealth Management, Llc
|
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BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
|
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HIAHX - Hartford Series Fund Inc - Hartford Healthcare Hls Fund Ia
|
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Checchi Capital Advisers, LLC
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Chevy Chase Trust Holdings, Inc.
|
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Tributary Capital Management, LLC
|
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
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QLMHIX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Core Plus VIT Portfolio Class I
|
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MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M
|
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|
Candriam Luxembourg S.C.A.
|
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Thurston, Springer, Miller, Herd & Titak, Inc.
|
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PFORX - PIMCO FUNDS - PIMCO International Bond Fund (U.S. Dollar-Hedged) Institutional
|
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|
Natixis Advisors, L.p.
|
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|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
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|
Jfs Wealth Advisors, Llc
|
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|
Arizona State Retirement System
|
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|
Limestone Investment Advisors LP
|
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|
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
|
|
|
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|
|
Investment Management Corp of Ontario
|
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|
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
|
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|
CX Institutional
|
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|
MASTERINVEST Kapitalanlage GmbH
|
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|
Ehrlich Financial Group
|
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|
Atwood & Palmer Inc
|
|
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|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
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|
|
Toronto Dominion Bank
|
|
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|
|
Whittier Trust Co Of Nevada Inc
|
|
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|
Hartland & Co., LLC
|
|
|
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|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Large Cap Disciplined Growth VIP Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
|
Nippon Life Global Investors Americas, Inc.
|
|
|
|
|
|
Ag2r La Mondiale Gestion D'actifs
|
|
|
|
|
|
SMOT - VanEck ETF Trust - VanEck Morningstar SMID Moat ETF
|
|
|
|
|
|
NINE MASTS CAPITAL Ltd
|
|
|
|
|
|
GSCUX - GOLDMAN SACHS TRUST - Goldman Sachs Income Fund Class P Shares
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Federated Strategic Value Dividend Portfolio
|
|
|
|
|
|
MAHIX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters High Income Alternatives Fund Institutional Class
|
|
|
|
|
|
Hollencrest Capital Management
|
|
|
|
|
|
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
|
|
|
|
|
|
Kempen Capital Management N.v.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
LBNDX - LORD ABBETT BOND DEBENTURE FUND INC - LORD ABBETT BOND DEBENTURE FUND INC Class A
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
BI Asset Management Fondsmaeglerselskab A/S
|
|
|
|
|
|
Tradewinds Capital Management, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT J.P. Morgan Inflation Managed Fund Class I
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Laurion Capital Management LP
|
|
|
|
|
|
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
|
|
|
|
|
|
GDS Wealth Management
|
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
|
Citizens Financial Group Inc/ri
|
|
|
|
|
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
|
|
|
|
|
Maple Capital Management, Inc.
|
|
|
|
|
|
GeoWealth Management, LLC
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
|
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
|
BPRRX - RBB FUND, INC. - Boston Partners Long/Short Research Fund Investor Class
|
|
|
|
|
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
|
|
|
|
|
Berry Wealth Group, LP
|
|
|
|
|
|
JDM Financial Group LLC
|
|
|
|
|
|
Perkins Coie Trust Co
|
|
|
|
|
|
VPVCRDV - PIMCO VARIABLE INSURANCE TRUST - PIMCO CommodityRealReturn Strategy Portfolio Administrative
|
|
|
|
|
|
Point72 Hong Kong Ltd
|
|
|
|
|
|
Westpac Banking Corp
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
|
|
|
|
|
MFUT - Tidal Trust II - Cambria Chesapeake Pure Trend ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
PFSIX - PIMCO FUNDS - PIMCO Emerging Markets Full Spectrum Bond Fund Institutional Class
|
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
|
PENN SERIES FUNDS INC - Mid Cap Growth Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
|
APG Asset Management US Inc.
|
|
|
|
|
|
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
|
|
|
|
|
|
SUBDX - CARILLON SERIES TRUST - Carillon Reams Unconstrained Bond Fund Class A
|
|
|
|
|
|
USGAX - MORGAN STANLEY US GOVERNMENT SECURITIES TRUST - Morgan Stanley US Government Securities Trust A
|
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
|
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
|
Beese Fulmer Investment Management, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Morningstar SMID Moat Focus Index Fund (I)
|
|
|
|
|
|
Litman Gregory Asset Management LLC
|
|
|
|
|
|
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares
|
|
|
|
|
|
PIMCO FUNDS - PIMCO Sector Fund Series - I
|
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
|
Factory Mutual Insurance Co
|
|
|
|
|
|
PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
|
|
|
|
|
SCPDX - CARILLON SERIES TRUST - Carillon Reams Core Plus Bond Fund Class A
|
|
|
|
|
|
VOLMX - VOLUMETRIC FUND INC - Volumetric Fund
|
|
|
|
|
|
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
|
|
|
|
|
|
LORD ABBETT SERIES FUND INC - Bond-Debenture Portfolio Class VC
|
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
|
IYH - iSHARES TRUST - iShares U.S. Healthcare ETF
|
|
|
|
|
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Ninety One SA (PTY) Ltd
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
|
|
|
|
|
|
Calamos ETF Trust - Calamos Antetokounmpo Global Sustainable Equities ETF
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
Alpine Woods Capital Investors, Llc
|
|
|
|
|
|
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V
|
|
|
|
|
|
Empirical Finance, LLC
|
|
|
|
|
|
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
|
|
|
|
|
|
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF
|
|
|
|
|
|
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
|
|
|
|
|
|
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
|
Bokf, Na
|
|
|
|
|
|
Watts Gwilliam & Co., LLC
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
TFCGX - PFS FUNDS - Taylor Frigon Core Growth Fund
|
|
|
|
|
|
Chapman Financial Group, Llc
|
|
|
|
|
|
Fortis Advisors, LLC
|
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
|
HTEC - EXCHANGE TRADED CONCEPTS TRUST - ROBO Global(R) Healthcare Technology and Innovation ETF
|
|
|
|
|
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
|
Bailard, Inc.
|
|
|
|
|
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Spectrum Wealth Counsel, LLC
|
|
|
|
|
|
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I
|
|
|
|
|
|
MCFQX - Mercer Funds - Mercer Core Fixed Income Fund Class I
|
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
|
Sequoia Financial Advisors, LLC
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
