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Confluence Investment Management Llc
|
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Innovator ETFs Trust - Innovator U.S. Small Cap Managed Floor ETF
|
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|
SLPIX - Profunds - Small-cap Profund Investor Class
|
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|
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|
Principal Securities, Inc.
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
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|
SOL Capital Management CO
|
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|
Ameriflex Group, Inc.
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MetLife Investment Management, LLC
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Gabelli Utility Trust
|
|
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Umb Bank N A/mo
|
|
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DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
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|
|
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|
S.A. Mason LLC
|
|
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|
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
|
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VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
|
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Franklin Resources Inc
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SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
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Arizona State Retirement System
|
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Prudential Financial Inc
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WSCVX - NORTHERN LIGHTS FUND TRUST II - North Star Small Cap Value Fund Investor Class
|
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CenterBook Partners LP
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FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
|
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|
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
|
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USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
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|
SJS Investment Consulting Inc.
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Clarity Asset Management, Inc.
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Jfs Wealth Advisors, Llc
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Janus Henderson Group Plc
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GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A
|
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HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I
|
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|
Hartland & Co., LLC
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CCNR - FINANCIAL INVESTORS TRUST - ALPS | CoreCommodity Natural Resources ETF
|
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|
BlackRock, Inc.
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AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class
|
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PAX Financial Group, LLC
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SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
|
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|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
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QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares
|
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Royal Bank Of Canada
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Assenagon Asset Management S.A.
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XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF
|
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North Star Investment Management Corp.
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SVPIX - Profunds - Small-cap Value Profund Investor Class
|
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Nisa Investment Advisors, Llc
|
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|
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
|
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DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
|
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FTRI - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust Indxx Global Natural Resources Income ETF
|
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|
Squarepoint Ops LLC
|
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
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Renaissance Technologies Llc
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
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|
Clean Yield Group
|
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|
Marshall Wace, Llp
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Bessemer Group Inc
|
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|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
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|
Global Retirement Partners, LLC
|
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|
EverSource Wealth Advisors, LLC
|
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|
Raymond James Financial Inc
|
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USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
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|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
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|
Tower Research Capital LLC (TRC)
|
|
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|
SIXL - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Low Beta Equity Strategy ETF
|
|
|
|
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|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
|
|
|
|
|
|
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
|
|
|
|
|
|
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
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|
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
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|
Teachers Retirement System Of The State Of Kentucky
|
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|
New York State Common Retirement Fund
|
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|
Harbor Capital Advisors, Inc.
|
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|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
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|
E. Ohman J:or Asset Management AB
|
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|
Kempen Capital Management N.v.
|
|
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|
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|
Jnl Series Trust - Jnl Multi-manager Mid Cap Fund (a)
|
|
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|
NVSOX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined Small Cap Fund Administrator Class
|
|
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|
KBC Group NV
|
|
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|
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
|
|
|
|
|
|
MAI Capital Management
|
|
|
|
|
|
Ballentine Partners, LLC
|
|
|
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|
|
Sterling Capital Management LLC
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
|
|
|
|
|
|
Profunds - Profund Vp Small-cap
|
|
|
|
|
|
Gabelli Funds Llc
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares
|
|
|
|
|
|
First National Corp /ma/ /adv
|
|
|
|
|
|
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
|
|
|
|
|
|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
EP Wealth Advisors, Inc.
|
|
|
|
|
|
Brevan Howard Capital Management LP
|
|
|
|
|
|
Great West Life Assurance Co /can/
|
|
|
|
|
|
Exchange Traded Concepts, Llc
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
Cubist Systematic Strategies, LLC
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
|
|
|
|
|
VSTCX - VANGUARD HORIZON FUNDS - Vanguard Strategic Small-Cap Equity Fund Investor Shares
|
|
|
|
|
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
|
|
|
|
|
BBSC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Small Cap Equity ETF
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
First Manhattan Co
|
|
|
|
|
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
|
|
|
|
|
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Verition Fund Management LLC
|
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Cullen Capital Management, LLC
|
|
|
|
|
|
Jackson Creek Investment Advisors LLC
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
XSHD - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap High Dividend Low Volatility ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
|
|
|
|
|
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
|
|
|
|
|
|
Guggenheim Capital Llc
|
|
|
|
|
|
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
|
|
|
|
|
|
FYT - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Value AlphaDEX Fund
|
|
|
|
|
|
UBS Group AG
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
One Capital Management, LLC
|
|
|
|
|
|
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
NFRA - FlexShares Trust - FlexShares STOXX Global Broad Infrastructure Index Fund
|
|
|
|
|
|
Man Group plc
|
|
|
|
|
|
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares
|
|
|
|
|
|
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
|
|
|
|
|
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
|
|
|
|
|
|
Skandinaviska Enskilda Banken AB (publ)
|
|
|
|
|
|
Ameritas Advisory Services, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
Financial Gravity Companies, Inc.
|
|
|
|
|
|
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Putnam Asset Allocation Diversified Growth Portfolio Class 1
|
|
|
|
|
|
TISEX - TIAA-CREF FUNDS - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class
|
|
|
|
|
|
Parkworth Wealth Management, Inc.
|
|
|
|
|
|
VUIAX - VANGUARD WORLD FUND - Vanguard Utilities Index Fund Admiral Shares
|
|
|
|
|
|
IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
Point72 (DIFC) Ltd
|
|
|
|
|
|
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
|
|
|
|
|
|
Blueshift Asset Management, LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
|
|
|
|
|
|
NMFIX - Northern Funds - Multi-manager Global Listed Infrastructure Fund
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Amundi
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF
|
|
|
|
|
|
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Ethic Inc.
|
|
|
|
|
|
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF
|
|
|
|
|
|
Comerica Bank
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
West Oak Capital, LLC
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
PABAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Balanced Fund Class A shares
|
|
|
|
|
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
|
|
|
|
|
State Street Corp
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Wells Fargo & Company/mn
|
|
|
|
|
|
BULIX - American Century Quantitative Equity Funds, Inc. - Utilities Fund Investor Class
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
Alliancebernstein L.p.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Zimmer Partners, LP
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
|
|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
|
|
|
|
|
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
Hrt Financial Lp
|
|
|
|
|
|
MSEFX - LITMAN GREGORY FUNDS TRUST - Litman Gregory Masters Equity Fund Institutional Class
|
|
|
|
|
|
Us Bancorp \de\
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA SMid Cap Value Fund Institutional Class
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Rodgers Brothers Inc.
|
|
|
|
|
|
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
|
|
|
|
|
|
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
|
|
|
|
|
|
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
|
|
|
|
|
|
Engineers Gate Manager LP
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Vontobel Holding Ltd.
|
|
|
|
|
|
VCSLX - VALIC Co I - Small Cap Index Fund
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
CoreCommodity Management, LLC
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
|
|
|
|
|
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
|
|
|
|
|
|
Voleon Capital Management Lp
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
|
|
|
|
|
|
ELCO Management Co., LLC
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
FYX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Small Cap Core AlphaDEX Fund
|
|
|
|
|
|
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
|
|
|
|
|
|
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
|
|
|
|
|
|
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
|
|
|
|
|
|
TPDAX - TIMOTHY PLAN - Timothy Plan Defensive Strategies Fund Class A
|
|
|
|
|
|
Rhumbline Advisers
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
Arete Wealth Advisors, LLC
|
|
|
|
|
|
FLDFX - Meeder Funds - BALANCED FUND Retail Class
|
|
|
|
|
|
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Hotchkis & Wiley Capital Management Llc
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
Canvas Wealth Advisors, LLC
|
|
|
|
|
|
IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
|
|
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
FVD - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Value Line Dividend Index Fund
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
TLEQX - TIAA-CREF LIFE FUNDS - Small-Cap Equity Fund
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
Vega Investment Solutions
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF
|
|
|
|
|
|
New Age Alpha Variable Funds Trust - NAA SMID-CAP VALUE SERIES
|
|
|
|
|
|
PMIYX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Income Strategies Portfolio -
|
|
|
|
|
|
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
|
|
|
|
|
|
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Prosperity Consulting Group, LLC
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF
|
|
|
|
|
|
CSB - Victory Portfolios II - VictoryShares US Small Cap High Div Volatility Wtd ETF
|
|
|
|
|
|
PACAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Conservative Fund Class A shares
|
|
|
|
|
|
Atria Investments Llc
|
|
|
|
|
|
NMVLX - Managed Portfolio Series - Nuance Mid Cap Value Fund Institutional Class
|
|
|
|
|
|
AdvisorNet Financial, Inc
|
|
|
|
|
|
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
|
|
|
|
|
|
Campbell & CO Investment Adviser LLC
|
|
|
|
|
|
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
|
|
|
|
|
|
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
NSIDX - Northern Funds - Northern Small Cap Index Fund
|
|
|
|
|
|
GAMMA Investing LLC
|
|
|
|
|
|
New Age Alpha Advisors, LLC
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
PSCU - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Utilities & Communication Services ETF
|
|
|
|
|
|
Vennlight Capital Management, LP
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Bay Harbor Wealth Management, LLC
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
|
|
Martingale Asset Management L P
|
|
|
|
|
|
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Private Advisor Group, LLC
|
|
|
|
|
|
RSSL - Global X Funds - Global X Russell 2000 ETF
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
FLQS - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Small Cap Equity ETF
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares
|
|
|
|
|
|
Meritage Portfolio Management
|
|
|
|
|
|
Balyasny Asset Management Llc
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
CSA - Victory Portfolios II - VictoryShares US Small Cap Volatility Wtd ETF
|
|
|
|
|
|
SIXS - EXCHANGE TRADED CONCEPTS TRUST - 6 Meridian Small Cap Equity ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
VSM Wealth Advisory, LLC
|
|
|
|
|
|
Versant Capital Management, Inc
|
|
|
|
|
|
Nuance Investments, Llc
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
SMLV - SPDR SERIES TRUST - SPDR SSGA US Small Cap Low Volatility Index ETF
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
Gabelli Global Utility & Income Trust
|
|
|
|
|
|
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
|
|
|
|
|
|
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Cwm, Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
PENN SERIES FUNDS INC - Small Cap Index Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
Everstar Asset Management, LLC
|
|
|
|
|
|
GCSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Equity Insights Fund Institutional
|
|
|
|
|
|
Gitterman Wealth Management, LLC
|
|
|
|
|
|
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
|
|
|
|
|
|
Gamco Investors, Inc. Et Al
|
|
|
|
|
|
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
Inspire Advisors, LLC
|
|
|
|
|
|
VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
|
|
|
|
|
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
|
|
|
|
|
DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
|
|
|
|
|
|
Advisor Group Holdings, Inc.
|
|
|
|
|
|
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
|
|
|
|
|
|
Clear Harbor Asset Management, LLC
|
|
|
|
|
|
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
|
|
|
|
|
|
Allspring Global Investments Holdings, LLC
|
|
|
|
|
|
Gallagher Fiduciary Advisors, LLC
|
|
|
|
|
|
Susquehanna Fundamental Investments, Llc
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
NCVLX - Managed Portfolio Series - Nuance Concentrated Value Fund Institutional Class Shares
|
|
|
|
|
|
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
Rialto Wealth Management, LLC
|
|
|
|
|
|
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
CWM Advisors, LLC
|
|
|
|
|
|
Adage Capital Partners Gp, L.l.c.
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
Humankind Benefit Corp - Humankind US Stock ETF
|
|
|
|
|
|
TPMN - Timothy Plan - Timothy Plan Market Neutral Etf
|
|
|
|
|
|
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
Meeder Asset Management Inc
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
|
|
|
|
|
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
|
|
|
|
|
Chatham Capital Group, Inc.
|
|
|
|
|
|
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
|
|
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
UMA Financial Services, Inc.
|
|
|
|
|
|
CSF - Victory Portfolios II - VictoryShares US Discovery Enhanced Volatility Wtd ETF
|
|
|
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Quantinno Capital Management LP
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Pictet Asset Management Holding SA
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Creative Planning
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Gabelli Dividend & Income Trust
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Fifth Third Bancorp
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Lido Advisors, LLC
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Susquehanna Portfolio Strategies, LLC
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Thrivent Financial For Lutherans
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Annis Gardner Whiting Capital Advisors, LLC
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Davy Global Fund Management Ltd
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Profunds - Profund Vp Ultrasmall-cap
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FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
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Farther Finance Advisors, LLC
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Bank Of Montreal /can/
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Profunds - Profund Vp Small-cap Value
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Costello Asset Management, INC
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RSPFX - VICTORY PORTFOLIOS - Victory RS Partners Fund Class A
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Atom Investors LP
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Nuveen, LLC
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AQWA - Global X Funds - Global X Clean Water ETF
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Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
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FMGIX - FRONTIER FUNDS, INC. - Frontier MFG Core Infrastructure Fund Institutional Class
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PAEAX - PUTNAM ASSET ALLOCATION FUNDS - Putnam Dynamic Asset Allocation Growth Fund Class A shares
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FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
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CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
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MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
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SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
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NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
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D.a. Davidson & Co.
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FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
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Susquehanna International Group, Llp
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Estabrook Capital Management
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Magellan Asset Management Ltd
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VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
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Versor Investments LP
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Illinois Municipal Retirement Fund
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Sei Investments Co
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Police & Firemen's Retirement System of New Jersey
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Private Trust Co Na
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Huntington National Bank
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Voya Investment Management Llc
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BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
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FOVAX - FIRST TRUST SERIES FUND - First Trust/Confluence Small Cap Value Fund Class A
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Keynote Financial Services Llc
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GAUAX - Gabelli Utilities Fund - The Gabelli Utilities Fund Class A
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BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
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Algert Global Llc
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PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
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TOLZ - PROSHARES TRUST - ProShares DJ Brookfield Global Infrastructure ETF
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MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
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Northern Trust Corp
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BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
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NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
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TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
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BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
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Thematics Asset Management
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Cibc World Markets Corp
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CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
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New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
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TMDV - PROSHARES TRUST - ProShares Russell U.S. Dividend Growers ETF ProShares Russell US Dividend Growers ETF
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FUTY - FIDELITY COVINGTON TRUST - Fidelity MSCI Utilities Index ETF
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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Sofos Investments, Inc.
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DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
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Aquatic Capital Management LLC
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