Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
GABCX - Gabelli Investor Funds Inc - The Gabelli Abc Fund Class Aaa
|
|
|
|
|
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
|
|
|
|
MNDFX - MANNING & NAPIER FUND, INC. - Disciplined Value Series Class I
|
|
|
|
|
Prestige Wealth Management Group LLC
|
|
|
|
|
Millstone Evans Group, LLC
|
|
|
|
|
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
Kayne Anderson Rudnick Investment Management Llc
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
Strs Ohio
|
|
|
|
|
HELO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Hedged Equity Laddered Overlay ETF
|
|
|
|
|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
Cape Investment Advisory, Inc.
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
Fairscale Capital, LLC
|
|
|
|
|
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
|
|
|
|
|
Hennion & Walsh Asset Management, Inc.
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
Provenance Wealth Advisors, LLC
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
Guardian Variable Products Trust - Guardian Balanced Allocation VIP Fund
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
Disciplina Capital Management LLC
|
|
|
|
|
Anchor Investment Management, LLC
|
|
|
|
|
Beacon Investment Advisors Llc
|
|
|
|
|
CX Institutional
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
QLC - FlexShares Trust - FlexShares US Quality Large Cap Index Fund
|
|
|
|
|
Aspect Partners, LLC
|
|
|
|
|
CFLGX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Tactical Dividend Income Fund Class A
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
Central Pacific Bank - Trust Division
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
Sava Infond d.o.o.
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
Madison Avenue Partners, LP
|
|
|
|
|
Zions Bancorporation, National Association /ut/
|
|
|
|
|
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
|
|
|
|
|
PRPFX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Permanent Portfolio Class I
|
|
|
|
|
LYLD - Cambria ETF Trust - Cambria LargeCap Shareholder Yield ETF
|
|
|
|
|
EMAAX - Gabelli 787 Fund, Inc. - Enterprise Mergers and Acquisitions Fund Class A
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
SMVLX - Smead Funds Trust - Smead Value Fund Investor Class Shares
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
Third Avenue Management Llc
|
|
|
|
|
Atticus Wealth Management, Llc
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
|
|
|
|
Blue Whale Capital LLP
|
|
|
|
|
BEQGX - American Century Quantitative Equity Funds, Inc. - Equity Growth Fund Investor Class
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
GWM Advisors LLC
|
|
|
|
|
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
|
|
|
|
|
CREAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Real Estate Equity Fund Class A
|
|
|
|
|
Total Investment Management Inc
|
|
|
|
|
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
|
|
|
|
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
|
|
|
|
Jacobs Levy Equity Management, Inc
|
|
|
|
|
Norges Bank
|
|
|
|
|
Private Trust Co Na
|
|
|
|
|
DYNF - BlackRock ETF Trust - BlackRock U.S. Equity Factor Rotation ETF
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
Montag A & Associates Inc
|
|
|
|
|
Greenhaven Associates Inc
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
|
|
|
|
|
RSPD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Consumer Discretionary ETF
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
|
|
|
|
|
Tower Bridge Advisors
|
|
|
|
|
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
ExodusPoint Capital Management, LP
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
Sachetta, LLC
|
|
|
|
|
Limestone Investment Advisors LP
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
Commonwealth Equity Services, Llc
|
|
|
|
|
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
Advisors Capital Management, LLC
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
|
|
|
|
|
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
|
Moore Capital Management, Lp
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
BLES - Northern Lights Fund Trust IV - Inspire Global Hope ETF
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
|
|
|
|
|
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
|
|
|
|
Hudson Bay Capital Management LP
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Mergers & Acquisitions Portfolio Class IB
|
|
|
|
|
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
Center for Financial Planning, Inc.
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
VEGN - ETF Series Solutions - US Vegan Climate ETF
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
HAIAX - HARTFORD MUTUAL FUNDS INC/CT - HARTFORD CORE EQUITY FUND Class A
|
|
|
|
|
Algert Global Llc
|
|
|
|
|
Cromwell Holdings LLC
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
HLAL - Listed Funds Trust - Wahed FTSE USA Shariah ETF
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
WANT - Direxion Shares ETF Trust - Direxion Daily Consumer Discretionary Bull 3X Shares
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide U.S. 130/30 Equity Portfolio Class R6
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
FADAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Dividend Growth Fund Class A
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
Royal London Asset Management Ltd
|
|
|
|
|
First Financial Corp /in/
|
|
|
|
|
Carolina Wealth Advisors, LLC
|
|
|
|
|
American Assets Investment Management, LLC
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
Legacy Wealth Managment, LLC/ID
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
|
|
|
|
|
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
|
|
|
|
|
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
|
|
|
|
|
Horizon Financial Services, Llc
|
|
|
|
|
Estabrook Capital Management
|
|
|
|
|
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
|
|
|
|
|
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
|
|
|
|
|
NAIL - Direxion Shares ETF Trust - Direxion Daily Homebuilders & Supplies Bull 3X Shares
|
|
|
|
|
Quarry LP
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
Swedbank AB
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
Mangrove Partners
|
|
|
|
|
GKV Capital Management Co., Inc.
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
Horizon Investments, LLC
|
|
|
|
|
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
|
|
|
|
|
TAGRX - JOHN HANCOCK INVESTMENT TRUST - Fundamental Large Cap Core Fund Class A
|
|
|
|
|
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
|
|
|
|
|
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
MLMIX - MORGAN STANLEY INSTITUTIONAL FUND INC - Global Core Portfolio Class I
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
Envestnet Asset Management Inc
|
|
|
|
|
Berkshire Asset Management Llc/pa
|
|
|
|
|
Illinois Municipal Retirement Fund
|
|
|
|
|
1620 Investment Advisors, Inc.
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
|
|
|
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
|
|
|
|
|
STRV - EA Series Trust - Strive 500 ETF
|
|
|
|
|
Boothbay Fund Management, Llc
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF
|
|
|
|
|
AUENX - AQR Funds - AQR Large Cap Defensive Style Fund Class N
|
|
|
|
|
NWFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Fund Class A
|
|
|
|
|
VAMO - Cambria ETF Trust - Cambria Value and Momentum ETF
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
Allianz Asset Management GmbH
|
|
|
|
|
MBNAX - MAINSTAY FUNDS TRUST - MainStay Balanced Fund Class A
|
|
|
|
|
Barclays Plc
|
|
|
|
|
WealthCollab, LLC
|
|
|
|
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
|
|
|
|
KBC Group NV
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
BFOR - ALPS ETF Trust - Barron's 400 ETF
|
|
|
|
|
Pacific Heights Asset Management Llc
|
|
|
|
|
CENTRAL TRUST Co
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
ORSIX - North Square Investments Trust - NORTH SQUARE DYNAMIC SMALL CAP FUND CLASS I
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
Dunhill Financial, LLC
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
Lsv Asset Management
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
NFC Investments, LLC
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
Leuthold Group, Llc
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
Asset Management Advisors, LLC
|
|
|
|
|
Rossby Financial, LCC
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
|
|
|
|
Core Alternative Capital
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Disciplined Core Value Fund Service Class
|
|
|
|
|
FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
Korea Investment CORP
|
|
|
|
|
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
|
|
|
|
|
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
PUTNAM FUNDS TRUST - Putnam Dynamic Asset Allocation Equity Fund Class A
|
|
|
|
|
PAGRX - PERMANENT PORTFOLIO FAMILY OF FUNDS - Aggressive Growth Portfolio Class I
|
|
|
|
|
Newtyn Management, LLC
|
|
|
|
|
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
Independence Bank of Kentucky
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
TNVAX - 1290 Funds - 1290 GAMCO Small/Mid Cap Value Fund Class A
|
|
|
|
|
Miller Investment Management, LP
|
|
|
|
|
William B. Walkup & Associates, Inc.
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
Asset Management One Co., Ltd.
|
|
|
|
|
MAPAX - MAINSTAY FUNDS - MainStay MAP Equity Fund Class A
|
|
|
|
|
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
|
|
|
|
|
Kentucky Retirement Systems
|
|
|
|
|
Scotia Capital Inc.
|
|
|
|
|
Peterson Wealth Services
|
|
|
|
|
MEFOX - Ultimus Managers Trust - Meehan Focus Fund
|
|
|
|
|
CBIZ Investment Advisory Services, LLC
|
|
|
|
|
IMCV - iSHARES TRUST - iShares Morningstar Mid-Cap Value ETF
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
Harbor Investment Advisory, Llc
|
|
|
|
|
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
|
|
|
|
|
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
|
|
|
|
|
RVRB - ADVISORS SERIES TRUST - Reverb ETF
|
|
|
|
|
JFCAX - John Hancock Funds II - Fundamental All Cap Core Fund Class A
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
Resona Asset Management Co.,Ltd.
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Diversified Large Cap Growth Portfolio Diversified Large Cap Growth Portfolio
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
Cambridge Investment Research Advisors, Inc.
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
Manchester Capital Management LLC
|
|
|
|
|
NEOS ETF Trust - NEOS Real Estate High Income ETF
|
|
|
|
|
COWZ - Pacer Funds Trust - Pacer US Cash Cows 100 ETF
|
|
|
|
|
KSDVX - Keeley Funds, Inc. - Keeley Small Cap Dividend Value Fund Class A
|
|
|
|
|
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
|
|
|
|
|
Valley National Advisers Inc
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
Country Trust Bank
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
VMNFX - Vanguard Montgomery Funds - Vanguard Market Neutral Fund Investor Shares
|
|
|
|
|
Carmel Capital Partners, LLC
|
|
|
|
|
Painted Porch Advisors LLC
|
|
|
|
|
SFY - Tidal ETF Trust - SoFi Select 500 ETF
|
|
|
|
|
Nuveen, LLC
|
|
|
|
|
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
|
|
|
|
|
MTM Investment Management, LLC
|
|
|
|
|
Johnson Financial Group, Inc.
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
HAVLX - HARBOR FUNDS - Harbor Large Cap Value Fund Institutional Class
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
Creative Planning
|
|
|
|
|
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
|
|
|
|
|
Man Group plc
|
|
|
|
|
Financial Perspectives, Inc
|
|
|
|
|
GPS Wealth Strategies Group, LLC
|
|
|
|
|
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
|
|
|
|
|
Garde Capital, Inc.
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
GHP Investment Advisors, Inc.
|
|
|
|
|
RYAZX - RYDEX SERIES FUNDS - S&P SmallCap 600 Pure Value Fund Class H
|
|
|
|
|
DHJJ Financial Advisors, Ltd.
|
|
|
|
|
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
Profunds - Profund Vp Small-cap Value
|
|
|
|
|
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
|
|
|
|
|
Savant Capital, LLC
|
|
|
|
|
Sippican Capital Advisors
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
Granite FO LLC
|
|
|
|
|
DT Investment Partners, LLC
|
|
|
|
|
JHAC - John Hancock Exchange-Traded Fund Trust - John Hancock Fundamental All Cap Core ETF
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
|
|
|
|
|
Capital World Investors
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
Nbc Securities, Inc.
|
|
|
|
|
Hodges Capital Management Inc.
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
HB Wealth Management, LLC
|
|
|
|
|
Peak Financial Advisors Llc
|
|
|
|
|
JHFEX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class I
|
|
|
|
|
JHCMX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Fundamental Equity Income Fund Class R6
|
|
|
|
|
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
Gf Fund Management Co. Ltd.
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
GM Advisory Group, Inc.
|
|
|
|
|
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
|
|
|
|
|
State Street Corp
|
|
|
|
|
IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
Murphy & Mullick Capital Management Corp
|
|
|
|
|
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
|
|
|
|
|
Nuveen Real Asset Income & Growth Fund
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
|
|
|
|
|
CSD - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P Spin-Off ETF
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
|
|
|
|
|
RBCGX - Reynolds Funds Inc - Reynolds Blue Chip Growth Fund
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Multi Cap Opportunities Fund Class I
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
|
|
|
|
|
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
|
|
|
|
|
Truvestments Capital Llc
|
|
|
|
|
JOET - Virtus ETF Trust II - Virtus Terranova U.S. Quality Momentum ETF
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
|
|
|
|
|
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
Global Wealth Strategies & Associates
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
Pallas Capital Advisors LLC
|
|
|
|
|
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
|
|
|
|
|
PWS - Pacer Funds Trust - Pacer WealthShield ETF
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
HCMNX - NORTHERN LIGHTS FUND TRUST III - HCM Dividend Sector Plus Fund Class A Shares
|
|
|
|
|
Cibc World Markets Corp
|
|
|
|
|
Crews Bank & Trust
|
|
|
|
|
Penserra Capital Management LLC
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
|
|
|
|
|
Y-Intercept (Hong Kong) Ltd
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
ORG Partners LLC
|
|
|
|
|
Armstrong Advisory Group, Inc
|
|
|
|
|
Advisors Preferred, LLC
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
|
|
|
|
|
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
|
|
|
|
|
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust/Dow Jones Dividend & Income Allocation Portfolio Class I
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
PRAY - SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF
|
|
|
|
|
Solstein Capital, LLC
|
|
|
|
|
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
|
|
|
|
|
Nemes Rush Group LLC
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
SPGP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 GARP ETF
|
|
|
|
|
Acadian Asset Management Llc
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
Asset Dedication, LLC
|
|
|
|
|
Keeley-Teton Advisors, LLC
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
|
|
|
|
|
FQUAX - AMG Funds I - AMG FQ Long-Short Equity Fund Class N
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
Steward Partners Investment Advisory, Llc
|
|
|
|
|
Marshall Wace, Llp
|
|
|
|
|
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
KDT Advisors, LLC
|
|
|
|
|
Moody Lynn & Lieberson, Llc
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
IYR - iSHARES TRUST - iShares U.S. Real Estate ETF
|
|
|
|
|
Lecap Asset Management Ltd
|
|
|
|
|
Parkwood LLC
|
|
|
|
|
TGVOX - TCW FUNDS INC - TCW Relative Value Mid Cap Fund I Class
|
|
|
|
|
FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
|
|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
New Millennium Group LLC
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
|
|
|
|
|
CHGX - EA Series Trust - Stance Sustainable Beta ETF
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
EQIN - Columbia ETF Trust I - Columbia Sustainable U.S. Equity Income ETF
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
Shufro Rose & Co Llc
|
|
|
|
|
FDGFX - FIDELITY SECURITIES FUND - Fidelity Dividend Growth Fund
|
|
|
|
|
Bartlett & Co. Wealth Management Llc
|
|
|
|
|
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
TFC Financial Management
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
Fmr Llc
|
|
|
|
|
Renaissance Technologies Llc
|
|
|
|
|
FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
|
|
|
|
|
RZV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P SmallCap 600 Pure Value ETF
|
|
|
|
|
CF Capital LLC
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
IBALX - TRANSAMERICA FUNDS - Transamerica Multi-Managed Balanced A
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
Horiko Capital Management Llc
|
|
|
|
|
TD Waterhouse Canada Inc.
|
|
|
|
|
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
SVPIX - Profunds - Small-cap Value Profund Investor Class
|
|
|
|
|
JADDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Fundamental All Cap Core Trust NAV
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
|
|
|
|
|
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
|
|
|
|
|
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
|
|
|
|
|
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
Blair William & Co/il
|
|
|
|
|
Twin Lakes Capital Management, LLC
|
|
|
|
|
MUOIX - MORGAN STANLEY INSTITUTIONAL FUND INC - US Core Portfolio Class I
|
|
|
|
|
Pinnacle Bancorp, Inc.
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
PAPI - Morgan Stanley ETF Trust - Parametric Equity Premium Income ETF
|
|
|
|
|
Westside Investment Management, Inc.
|
|
|
|
|
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
|
|
|
|
|
AFAVX - AMG Funds IV - AMG River Road Focused Absolute Value Fund CLASS I SHARES
|
|
|
|
|
TBLRX - TRANSAMERICA FUNDS - Transamerica Balanced II R
|
|
|
|
|
Rockbridge Capital Management LLC
|
|
|
|
|
John Hancock Tax-advantaged Dividend Income Fund
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
Sierra Ocean, Llc
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
Atlas Capital Advisors Llc
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
NCEGX - NORTH COUNTRY FUNDS - The North Country Equity Growth Fund
|
|
|
|
|
Commerce Bank
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
Eaton Vance Tax-managed Buy-write Income Fund
|
|
|
|
|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
|
|
|
|
|
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
|
|
|
|
|
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
|
|
|
|
|
Zurich Insurance Group Ltd/FI
|
|
|
|
|
Hbk Investments L P
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
|
|
|
|
|
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
HOMZ - ETF Series Solutions - Hoya Capital Housing ETF
|
|
|
|
|
Entropy Technologies, LP
|
|
|
|
|
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
|
|
|
|
|
Caitong International Asset Management Co., Ltd
|
|
|
|
|
Varma Mutual Pension Insurance Co
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
|
|
|
|
|
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
|
|
|
|
|
Standard Life Aberdeen plc
|
|
|
|
|
Kimelman & Baird, LLC
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
Robotti Robert
|
|
|
|
|
MCF Advisors LLC
|
|
|
|
|
Innovator ETFs Trust - Innovator Equity Managed Floor ETF
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
GSTIX - GOLDMAN SACHS TRUST - Goldman Sachs Strategic Growth Fund Institutional
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
JPME - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Mid Cap Equity ETF
|
|
|
|
|
Comprehensive Financial Planning, Inc./PA
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
|
|
|
|
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
Ogorek Anthony Joseph /ny/ /adv
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
Gabelli Equity Trust Inc
|
|
|
|
|
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
Mraz, Amerine & Associates, Inc.
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
CAPE - DoubleLine ETF Trust - DoubleLine Shiller CAPE U.S. Equities ETF
|
|
|
|
|
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
HULIX - ADVISORS SERIES TRUST - Huber Capital Equity Income Fund Investor Class
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P SmallCap 600 Pure Value Fund Variable Annuity
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
State of Wyoming
|
|
|
|
|
Highline Wealth Partners Llc
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
First Dallas Securities Inc.
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
JAKVX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Disciplined Value Global Long/Short Fund Class R6
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
HMVAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD MIDCAP VALUE FUND Class A
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
|
|
HRLIX - HARTFORD MUTUAL FUNDS INC/CT - The Hartford Global Real Asset Fund Class I
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
Grove Bank & Trust
|
|
|
|
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
|
|
|
|
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
|
|
|
|
|
Edgemoor Investment Advisors, Inc.
|
|
|
|
|
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
|
|
|
|
|
John Hancock Financial Opportunities Fund
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
Howard Capital Management Inc.
|
|
|
|
|
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
|
|
|
|
Caas Capital Management Lp
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
Capital Fund Management S.a.
|
|
|
|
|
Bellwether Advisors, LLC
|
|
|
|
|
Cullen/frost Bankers, Inc.
|
|
|
|
|
Merit Financial Group, LLC
|
|
|
|
|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
|
|
|
B. Metzler seel. Sohn & Co. AG
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
EGOAX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Cap Core Fund Class A
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
Key FInancial Inc
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
|
|
|
|
|
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
|
|
|
|
|
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
|
|
|
|
|
GCAVX - GMO TRUST - GMO U.S. Small Cap Value Fund Class VI
|
|
|
|
|
Godsey & Gibb Associates
|
|
|
|
|
PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
|
|
|
|
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
|
|
|
Generali Asset Management SPA SGR
|
|
|
|
|
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
|
|
|
|
Permian Investment Partners, LP
|
|
|
|
|
CIBC Asset Management Inc
|
|
|
|
|
Oak Thistle LLC
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
Heritage Wealth Advisors
|
|
|
|
|
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
|
|
|
|
|
NewSquare Capital LLC
|
|
|
|
|
FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
Intrinsic Edge Capital Management LLC
|
|
|
|
|
SMRI - EA Series Trust - Bushido Capital US Equity ETF
|
|
|
|
|
Hawk Ridge Capital Management Lp
|
|
|
|
|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
|
|
|
|
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
Maseco Llp
|
|
|
|
|
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
|
|
|
|
|
FJ Capital Management LLC
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
UGOFX - USAA MUTUAL FUNDS TRUST - Global Managed Volatility Fund Institutional Shares
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
|
|
|
|
|
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
|
|
|
|
|
Spears Abacus Advisors LLC
|
|
|
|
|
Logan Capital Management Inc
|
|
|
|
|
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
|
|
|
|
M&t Bank Corp
|
|
|
|
|
SYLD - Cambria ETF Trust - Cambria Shareholder Yield ETF
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
Kilter Group LLC
|
|
|
|
|
Ridgewood Investments LLC
|
|
|
|
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
|
|
|
|
|
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
O'shaughnessy Asset Management, Llc
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
ACVF - ETF Opportunities Trust - American Conservative Values ETF
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
J. Goldman & Co LP
|
|
|
|
|
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
Transamerica Financial Advisors, Inc.
|
|
|
|
|
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
|
|
|
|
|
TAREX - THIRD AVENUE TRUST - THIRD AVENUE REAL ESTATE VALUE FUND Institutional Class
|
|
|
|
|
ORG Wealth Partners, LLC
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
|
|
|
|
|
Brave Warrior Advisors, LLC
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
ASGCX - ALLSPRING FUNDS TRUST - Allspring Global Long/Short Equity Fund Class C
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
DoubleLine ETF Adviser LP
|
|
|
|
|
Unison Advisors LLC
|
|
|
|
|
CCMG - EA Series Trust - CCM Global Equity ETF
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
Montgomery Investment Management Inc
|
|
|
|
|
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
|
|
|
|
|
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
|
|
|
|
|
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
SPVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Value with Momentum ETF
|
|
|
|
|
Traub Capital Management LLC
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
CNB Bank
|
|
|
|
|
MML Series Investment Fund II - MML Equity Rotation Fund Class II
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
UBS Group AG
|
|
|
|
|
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
|
|
|
|
|
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
|
|
|
|
Advisors Asset Management, Inc.
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
Td Private Client Wealth Llc
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
GOODX - GoodHaven Funds Trust - GoodHaven Fund
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
|
|
|
|
|
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
|
|
|
|
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
FPX - FIRST TRUST EXCHANGE-TRADED FUND - First Trust US Equity Opportunities ETF
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
CVA Family Office, LLC
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
McIlrath & Eck, LLC
|
|
|
|
|
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
Lyell Wealth Management, Lp
|
|
|
|
|
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
Jump Financial, LLC
|
|
|
|
|
Qube Research & Technologies Ltd
|
|
|
|
|
Beacon Capital Management, LLC
|
|
|
|
|
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
|
|
|
|
|
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
|
|
|
|
USCGX - USAA MUTUAL FUNDS TRUST - Capital Growth Fund
|
|
|
|
|
City State Bank
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
683 Capital Management, LLC
|
|
|
|
|
TGDIX - TCW FUNDS INC - TCW Relative Value Large Cap Fund I Class
|
|
|
|
|
SZNE - Pacer Funds Trust - Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
|
|
|
|
|
Kingstone Capital Partners Texas, LLC
|
|
|
|
|
Trust Co Of Vermont
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
|
|
|
|
|
Principia Wealth Advisory, LLC
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
Salem Investment Counselors Inc
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
|
|
|
|
|
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
|
|
|
|
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
Generali Investments CEE, investicni spolecnost, a.s.
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
|
|
|
|
|
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
|
|
|
|
|
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT U.S. 130/30 Equity Fund Class Y
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
Los Angeles Capital Management Llc
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
Harwood Advisory Group, LLC
|
|
|
|
|
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
|
|
|
|
|
LSVD - ADVISORS' INNER CIRCLE FUND - LSV Disciplined Value ETF
|
|
|
|
|
Nvwm, Llc
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
|
|
|
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
|
|
|
|
|
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
|
|
|
|
|
Graney & King, LLC
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Global Asset Allocation Fund Class IA Shares
|
|
|
|
|
St. Johns Investment Management Company, LLC
|
|
|
|
|
Optiver Holding B.V.
|
|
|
|
|
Golden State Wealth Management, LLC
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
|
|
|
|
|
Valued Wealth Advisors LLC
|
|
|
|
|
NRIAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Asset Income Fund Class A
|
|
|
|
|
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
Legacy Investment Solutions, LLC
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
|
|
|
|
|
CNREX - COMMONWEALTH INTERNATIONAL SERIES TRUST - Commonwealth Real Estate Securities Fund
|
|
|
|
|
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
|
|
|
|
|
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
|
|
|
|
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
|
|
|
|
|