SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF - Net Long/Short Value

Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
US ˙ ARCA ˙ US8085245087

SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF - Net Long/Short Value
Den här sidan ger nettovärderingarna långa/korta för varje institutionellt innehav som rapporterats via 13F- eller NPORT-anmälningar. För att beräkna nettolångt/kortt värde adderar vi aktievärdet till köpoptionsvärdet och subtraherar säljoptionsvärdet. Fonder som rapporterar kortlånade positioner kommer att rapportera aktievärden som negativa. Långa nettopositioner kommer att ha positiva siffror i kolumnen netto lång/kort, och korta nettopositioner kommer att ha negativa värden i den kolumnen.
Ägare Eget kapitalvärde
($1000)
Call värde
($1000)
Put värde
($1000)
Net Long/Short
($1000)
Five Pine Wealth Management
Koshinski Asset Management, Inc.
Fortis Capital Advisors, LLC
Clifford Swan Investment Counsel Llc
Addison Advisors LLC
Fort Point Capital Partners LLC
CX Institutional
Cypress Capital Management LLC (WY)
JMG Financial Group, Ltd.
McAdam, LLC
Mercer Global Advisors Inc /adv
CI Private Wealth, LLC
YHB Investment Advisors, Inc.
Hantz Financial Services, Inc.
Awm Capital, Llc
Vermillion Wealth Management, Inc.
Centaurus Financial, Inc.
Comerica Bank
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
Brown Brothers Harriman & Co
Mission Wealth Management, Lp
Rock Point Advisors, LLC
XY Planning Network, Inc.
Oak Harbor Wealth Partners, Llc
FSM Wealth Advisors, LLC
J.w. Cole Advisors, Inc.
Signature Estate & Investment Advisors Llc
Strategic Wealth Partners, Ltd.
Fragasso Group Inc.
Atria Wealth Solutions, Inc.
Castle Wealth Management Llc
Armbruster Capital Management, Inc.
Two Sigma Securities, Llc
HBK Sorce Advisory LLC
Atlantic Trust, LLC
Red Mountain Financial, LLC
Grimes & Company, Inc.
Thrive Wealth Management, LLC
Consolidated Portfolio Review Corp
Victrix Investment Advisors
Citigroup Inc
Midwest Capital Advisors, LLC
Novare Capital Management Llc
Romano Brothers And Company
Apeiron RIA LLC
Us Bancorp \de\
Evernest Financial Advisors, LLC
Fiduciary Trust Co
Pegasus Asset Management, Inc.
Albion Financial Group /ut
Adamsbrown Wealth Consultants Llc
Tenret Co LLC
Global Wealth Strategies & Associates
Triangle Securities Wealth Management
Alpha Omega Wealth Management LLC
Plante Moran Financial Advisors, LLC
Horst & Graben Wealth Management LLC
Townsend Asset Management Corp /nc/ /adv
Gemmer Asset Management LLC
Advocacy Wealth Management Services, LLC
CVA Family Office, LLC
Raub Brock Capital Management LP
Captrust Financial Advisors
Newton One Investments LLC
OneAscent Financial Services LLC
Lawson Kroeker Investment Management Inc/ne
Frank, Rimerman Advisors LLC
American Money Management, LLC
Rockefeller Capital Management L.P.
Hartland & Co., LLC
Christopher J. Hasenberg, Inc
Murphy & Mullick Capital Management Corp
Wealthspire Advisors, LLC
Envision Financial LLC
Glenmede Investment Management, LP
Painted Porch Advisors LLC
Summit Financial Wealth Advisors, LLC
Millennium Management Llc
Graney & King, LLC
Napatree Capital Llc
Bouchey Financial Group Ltd
Compass Financial Group, INC/SD
Oldfather Financial Services, LLC
Keybank National Association/oh
Mml Investors Services, Llc
Midwest Trust Co
Wbh Advisory Inc
Old Point Trust & Financial Services N A
Costello Asset Management, INC
Perissos Private Wealth Management, LLC
Cresset Asset Management, LLC
Jfs Wealth Advisors, Llc
United Advisor Group, LLC
Better Money Decisions, LLC
One Day In July LLC
Asset Planning Services Inc /la/ /adv
Stonebridge Financial Group, LLC
High Note Wealth, LLC
Cetera Investment Advisers
Stokes Family Office, LLC
Jpmorgan Chase & Co
Atticus Wealth Management, Llc
Clear Investment Research, Llc
Dakota Wealth Management
Signal Advisors Wealth, LLC
Baird Financial Group, Inc.
Orcam Financial Group
Silverlake Wealth Management Llc
Jackson Creek Investment Advisors LLC
United Capital Financial Advisers, Llc
Seek First Inc.
Signaturefd, Llc
BlackRock, Inc.
Monticello Wealth Management, Llc
Ameritas Advisory Services, LLC
Diversified Trust Co
Compass Investment Advisers LLC
Smartleaf Asset Management LLC
Susquehanna International Group, Llp
HighTower Advisors, LLC
SRS Capital Advisors, Inc.
UBS Group AG
Y-Intercept (Hong Kong) Ltd
North Star Asset Management Inc
Financial Engines Advisors L.L.C.
Belpointe Asset Management LLC
May Barnhard Investments LLC
Ironwood Financial, llc
Pathstone Holdings, LLC
Steward Partners Investment Advisory, Llc
American Financial Advisors, LLC
ProVise Management Group, LLC
Seacrest Wealth Management, Llc
Old Mission Capital Llc
Wealthcare Advisory Partners LLC
SeaBridge Investment Advisors LLC
Salomon & Ludwin, LLC
Strategic Family Wealth Counselors, L.L.C.
Great Valley Advisor Group, Inc.
DHJJ Financial Advisors, Ltd.
Kelman-Lazarov, Inc.
RKL Wealth Management LLC
HC Advisors, LLC
Beck Mack & Oliver Llc
Ulland Investment Advisors, LLC
Janney Montgomery Scott LLC
IFP Advisors, Inc
First Pacific Financial
Colorado Capital Management, Inc.
Moneywise, Inc.
Pure Financial Advisors, Inc.
Pineridge Advisors LLC
Carolina Wealth Advisors, LLC
Savant Capital, LLC
Sheets Smith Wealth Management
Blue Square Asset Management, Llc
Congress Wealth Management LLC / DE /
Ironwood Wealth Management, LLC.
Main Street Group, LTD
Old National Bancorp /in/
FF Advisors,LLC
Td Private Client Wealth Llc
Armor Investment Advisors, LLC
Delta Financial Group, Inc.
Retirement Planning Group
Crescent Sterling, Ltd.
Aspen Investment Management Inc
Trust Co Of Vermont
IHT Wealth Management, LLC
Legacy Bridge, LLC
Wescott Financial Advisory Group, LLC
Panoramic Investment Advisors, Llc
Wealth Enhancement Advisory Services, Llc
Avion Wealth
MJT & Associates Financial Advisory Group, Inc.
Cary Street Partners Financial Llc
RFG Advisory, LLC
Cambridge Advisors Inc.
Quaker Wealth Management, LLC
ORG Partners LLC
Fulton Breakefield Broenniman Llc
Cerity Partners LLC
Bulwark Capital Corp
Sharkey, Howes & Javer
Colonial Trust Advisors
Optimum Investment Advisors
Heartwood Wealth Advisors LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Bfsg, Llc
Columbia River Financial Group, LLC
Hazlett, Burt & Watson, Inc.
JDM Financial Group LLC
Haverford Trust Co
Sculati Wealth Management, LLC
First National Corp /ma/ /adv
Nautilus Advisors LLC
Sherman Asset Management, Inc.
Exchange Traded Concepts, Llc
First Hawaiian Bank
Sequoia Financial Advisors, LLC
Private Wealth Asset Management, LLC
Collective Family Office Llc
GPS Wealth Strategies Group, LLC
Visionary Wealth Advisors
Affinity Capital Advisors, LLC
Anfield Capital Management, LLC
Integrated Advisors Network LLC
Seven Springs Wealth Group, LLC
Johnson Financial Group, Inc.
Mokosak Advisory Group, LLC
Nbc Securities, Inc.
Pacific Sun Financial Corp
Brand Asset Management Group, Inc.
David Wealth Management LLC
Blue Barn Wealth, LLC
Balentine LLC
Scott Marsh Financial, LLC
Lcnb Corp
Northern Capital Management, Inc.
HHM Wealth Advisors, LLC
Motco
Spire Wealth Management
Warren Street Wealth Advisors, LLC
Sims Investment Management, Llc
Fingerlakes Wealth Management, Inc.
Hamilton Capital, LLC
Capital Advisors, Ltd. LLC
Princeton Global Asset Management LLC
Annis Gardner Whiting Capital Advisors, LLC
Coastal Bridge Advisors, LLC
M&t Bank Corp
Meridian Financial, LLC
Aspen Grove Capital, LLC
McCarthy Asset Management, Inc.
Firestone Capital Management
Lowe Wealth Advisors, LLC
O'shaughnessy Asset Management, Llc
Kaizen Financial Strategies
Guardian Wealth Advisors, Llc / Nc
Fortis Capital Management LLC
Bokf, Na
Capital Analysts, Inc.
Verdence Capital Advisors LLC
Greenleaf Trust
Kestra Advisory Services, LLC
Smallwood Wealth Investment Management, LLC
Powers Advisory Group, LLC
Mendel Capital Management LLC
Carnegie Capital Asset Management, LLC
Safeguard Financial, LLC
Oakwell Private Wealth Management, LLC
Creative Planning
Thrivent Financial For Lutherans
Patriot Investment Management Inc.
WP Advisors, LLC
Everhart Financial Group, Inc.
Heritage Wealth Partners, LLC
AMG National Trust Bank
Nicollet Investment Management, Inc.
RMB Capital Management, LLC
Benjamin Edwards Inc
Transform Wealth, LLC
Wall Street Access Asset Management, LLC
Summit Financial, LLC
Independent Advisor Alliance
Ascension Capital Advisors, Inc.
International Private Wealth Advisors LLC
Cathy Pareto & Associates, Inc
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Kovitz Investment Group Partners, LLC
Goldman Sachs Group Inc
CHB Investment Group, LLC
FineMark National Bank & Trust
Smart Portfolios, LLC
Compass Ion Advisors, LLC
Richards, Merrill & Peterson, Inc.
Hanson & Doremus Investment Management
TCTC Holdings, LLC
Warner Financial, Inc
Asset Dedication, LLC
Blankinship & Foster, LLC
Twele Capital Management, Inc.
Sunbelt Securities, Inc.
Revolve Wealth Partners, LLC
Integrated Capital Management, LLC
Sage Financial Group Inc
James J. Burns & Company, LLC
Apollon Wealth Management, LLC
Creekside Partners
Morris Financial Concepts, Inc.
Armstrong Advisory Group, Inc
Bogart Wealth, LLC
Davis Capital Management
Single Point Partners, LLC
TCG Advisory Services, LLC
Exchange Capital Management, Inc.
Financial Synergies Wealth Advisors, Inc.
NBZ Investment Advisors LLC
Stratos Wealth Partners, LTD.
Patton Albertson Miller Group, Llc
Lee Financial Co
Jane Street Group, Llc
Balanced Wealth Group Llc
Bigelow Investment Advisors, LLC
Traub Capital Management LLC
Family Legacy Financial Solutions, LLC
Alesco Advisors Llc
Jones Financial Companies Lllp
Topsail Wealth Management, LLC
Parkshore Wealth Management, Inc.
JBR Co Financial Management Inc
Capital Investment Advisory Services, LLC
Advisor Group Holdings, Inc.
Brinker Capital Investments, LLC
Boyer & Corporon Wealth Management, LLC
CRA Financial Services, LLC
Heritage Trust Co
Beaumont Financial Advisors, LLC
LPL Financial LLC
BLB&B Advisors, LLC
Juncture Wealth Strategies, Llc
Simon Quick Advisors, Llc
Sentinel Pension Advisors Inc
Leavell Investment Management, Inc.
First Community Trust Na
Summit Trail Advisors, Llc
NewSquare Capital LLC
DAVENPORT & Co LLC
NFP Retirement, Inc.
MAI Capital Management
Elevate Wealth Advisory, Inc
Modus Advisors, LLC
Ifrah Financial Services, Inc.
Natixis Advisors, L.p.
Clear Point Advisors Inc.
SYM FINANCIAL Corp
TPG Advisors LLC
Beaird Harris Wealth Management, LLC
Dagco, Inc.
Blume Capital Management, Inc.
Mid-American Wealth Advisory Group, Inc.
Coston, McIsaac & Partners
MADDEN SECURITIES Corp
Valley Forge Investment Consultants Inc Adv
Financial Designs Corp
Rsm Us Wealth Management Llc
Cullen/frost Bankers, Inc.
John W. Brooker & Co., CPAs
S.A. Mason LLC
Cambridge Investment Research Advisors, Inc.
BOK Financial Private Wealth, Inc.
Tradewinds Capital Management, LLC
Lederer & Associates Investment Counsel/ca
Atlantic Edge Private Wealth Management, LLC
Kingsview Wealth Management, LLC
Wells Fargo & Company/mn
Vivaldi Capital Management, LLC
Aspire Capital Advisors LLC
FIDELIS iM, LLC
Total Investment Management Inc
Smith, Moore & Co.
Alliance Wealth Management Group
Betterment LLC
Unique Wealth, Llc
Aurora Private Wealth, Inc.
Vista Private Wealth Partners. LLC
Valtinson Bruner Financial Planning LLC
Burns Matteson Capital Management, LLC
Ameriflex Group, Inc.
Bnp Paribas Arbitrage, Sa
Key FInancial Inc
Financial Management Professionals, Inc.
Fca Corp /tx
Acas, Llc
Emerald Investment Partners, Llc
North Capital, Inc.
Centerpoint Advisors, LLC
Montag A & Associates Inc
Royal Bank Of Canada
Chapman Financial Group, Llc
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
Altus Wealth Group LLC
Continental Investors Services, Inc.
Fmr Llc
Fort Vancouver Investment Management, LLC
Planning Alternatives Ltd /adv
Abound Wealth Management
Sachetta, LLC
Sherwood Financial Partners, LLC
Shaker Investments Llc/oh
Leisure Capital Management
Sunburst Financial Group, LLC
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
St. Johns Investment Management Company, LLC
Plancorp, LLC
Farther Finance Advisors, LLC
Almanack Investment Partners, LLC.
Youngs Advisory Group, Inc.
Whipplewood Advisors, LLC
Clear Creek Financial Management, LLC
Providence First Trust Co
Horizon Financial Services, Llc
Main Street Financial Solutions, LLC
Envestnet Asset Management Inc
Kestra Private Wealth Services, Llc
Fairman Group, LLC
Stephens Consulting, LLC
Kiley Juergens Wealth Management, Llc
Kingstone Capital Partners Texas, LLC
Per Stirling Capital Management, LLC.
Sage Financial Management Group, Inc.
Marshall Financial Group Inc /adv
SILVER OAK SECURITIES, Inc
Ridgewood Investments LLC
River Wealth Advisors LLC
AlphaCore Capital LLC
Snowden Capital Advisors LLC
Essex LLC
Nicholas Hoffman & Company, LLC.
K2 Financial Inc.
Lutz Financial Services LLC
Pittenger & Anderson Inc
Arista Wealth Management, LLC
Providence Capital Advisors, LLC
Citizens Financial Group Inc/ri
NorthRock Partners, LLC
SageView Advisory Group, LLC
Private Trust Co Na
Rialto Wealth Management, LLC
Staley Capital Advisers Inc
Joule Financial, LLC
Harbour Capital Advisors, LLC
Kathleen S. Wright Associates Inc.
NWF Advisory Services Inc.
Omega Financial Group, LLC
BIP Wealth, LLC
American Trust
Advyzon Investment Management, LLC
GHP Investment Advisors, Inc.
Evermay Wealth Management Llc
Meriwether Wealth & Planning, LLC
Meridian Wealth Partners, LLC
Oakworth Capital, Inc.
Tradition Wealth Management, LLC
LexAurum Advisors, LLC
Prime Capital Investment Advisors, LLC
Gradient Capital Advisors, LLC
Palouse Capital Management, Inc.
Nadler Financial Group, Inc.
Halbert Hargrove Global Advisors, Llc
Venture Visionary Partners LLC
Benchmark Wealth Management, LLC
Bank of New York Mellon Corp
May Hill Capital, LLC
Breakwater Investment Management
Front Row Advisors LLC
Ritter Daniher Financial Advisory LLC / DE
Evercore Wealth Management, LLC
Capital Advantage, Inc.
First National Trust Co
Cooper/haims Advisors, Llc
Allworth Financial LP
Compass Advisory Group LLC
GAMMA Investing LLC
Bank of New Hampshire
Mather Group, Llc.
Planwiser Financial, Llc
Merit Financial Group, LLC
Operose Advisors LLC
CAP Partners, LLC
Whelan Financial
Chicago Partners Investment Group LLC
Cooksen Wealth, LLC
Financial Network Wealth Advisors LLC
WESCAP Management Group, Inc.
GSB Wealth Management, LLC
Bush Investment Group, Llc
Bangor Savings Bank
MBA Advisors LLC
Roxbury Financial LLC
North Star Investment Management Corp.
N.E.W. Advisory Services LLC
Kmt Wealth Management, Llc
Hurley Capital, LLC
Berger Financial Group, Inc
New York Life Investment Management Llc
Paulson Wealth Management Inc.
Creative Capital Management Investments LLC
SOL Capital Management CO
Cornerstone Wealth Group, LLC
Koesten, Hirschmann & Crabtree, INC.
Pachira Investments Inc.
Voisard Asset Management Group, Inc.
Aspiriant, Llc
Sax Wealth Advisors, Llc
Quadrant Capital Group Llc
Larson Financial Group LLC
Zhang Financial LLC
Webster Bank, N. A.
Whittier Trust Co
Miracle Mile Advisors, LLC
Commonwealth Equity Services, Llc
Harfst & Associates, Inc.
Element Wealth, LLC
Clarity Capital Advisors, LLC
Black Diamond Financial, LLC
Modera Wealth Management, LLC
BlueChip Wealth Advisors LLC
Mutual Advisors, LLC
Berkshire Asset Management Llc/pa
Embree Financial Group
Rede Wealth, LLC
Redhawk Wealth Advisors, Inc.
Phillips Financial Management, Llc
Stordahl Capital Management, Inc.
Dynamic Advisor Solutions LLC
Engineers Gate Manager LP
Sigma Planning Corp
Eley Financial Management, Inc
Spinnaker Investment Group, LLC
Winthrop Capital Management, LLC
Peterson Wealth Advisors, LLC
LTG Capital LLC
Meridian Wealth Management, LLC
Cozad Asset Management Inc
Country Club Bank /gfn
Pnc Financial Services Group, Inc.
Evolution Wealth Management Inc.
SOA Wealth Advisors, LLC.
SWS Partners
Horrell Capital Management, Inc.
Continuum Advisory, LLC
Heritage Wealth Advisors
Beacon Bridge Wealth Partners, LLC
RBA Wealth Management, LLC
Parsons Capital Management Inc/ri
Breed's Hill Capital LLC
Strategic Financial Planning, Inc.
Beacon Capital Management, LLC
Trinity Legacy Partners, LLC
Adviser Investments LLC
Creegan & Nassoura Financial Group, LLC
KPP Advisory Services LLC
Mariner, LLC
Avantax Advisory Services, Inc.
Morgan Stanley
One Capital Management, LLC
Capital Planning LLC
Founders Financial Securities Llc
Focus Financial Network, Inc.
Leverty Financial Group, LLC
Vise Technologies, Inc.
Gallagher Fiduciary Advisors, LLC
Patrick M Sweeney & Associates, Inc
CWC Advisors, LLC.
Lazard Asset Management Llc
Von Berge Wealth Management Group, LLC
NewEdge Wealth, LLC
Noble Family Wealth, LLC
Whittier Trust Co Of Nevada Inc
Buckingham Strategic Partners
Kavar Capital Partners Group, Llc
Farnam Financial LLC
Moneta Group Investment Advisors Llc
EP Wealth Advisors, Inc.
Quantinno Capital Management LP
Enclave Advisors LLC
Archer Investment Corp
Exencial Wealth Advisors, Llc
Atlantic Union Bankshares Corp
Anchor Investment Management, LLC
Marquette Asset Management, LLC
Diligent Investors, LLC
Arkansas Financial Group, Inc.
Game Plan Financial Advisors, LLC
Advisor OS, LLC
Cliftonlarsonallen Wealth Advisors, Llc
Huntington National Bank
Cynosure Management, Llc
Charles Schwab Investment Management Inc
Decker Retirement Planning Inc.
Morton Brown Family Wealth, LLC
CAPROCK Group, Inc.
Falcon Wealth Planning
Salem Investment Counselors Inc
Opal Wealth Advisors, LLC
Truist Financial Corp
Appleton Partners Inc/ma
Cambridge Financial Group, LLC
Smith Anglin Financial, LLC
Steele Capital Management, Inc.
Ausdal Financial Partners, Inc.
Great Waters Wealth Management
Peak Financial Management, Inc.
Prestige Wealth Management Group LLC
Blue Bell Private Wealth Management, Llc
Foundations Investment Advisors, LLC
Chandler Asset Management, Inc.
Roundview Capital LLC
JustInvest LLC
Fifth Third Securities, Inc.
Reston Wealth Management Llc
Revisor Wealth Management LLC
Donaldson Capital Management, Llc
Stratos Wealth Advisors, LLC
Valmark Advisers, Inc.
Charles Schwab Trust Co
Lowe Brockenbrough & Co Inc
Praetorian Wealth Management, Inc.
Family Management Corp
Clearwater Capital Advisors, LLC
Highland Capital Management, Llc
Putnam Fl Investment Management Co
Relyea Zuckerberg Hanson LLC
Vestment Financial LLC
True North Advisors, LLC
Headinvest, Llc
Bernard Wealth Management Corp.
Onyx Bridge Wealth Group LLC
MeadowBrook Investment Advisors LLC
Ballast, Inc.
Synovus Financial Corp
Glenmede Trust Co Na
Apella Capital, LLC
Global Retirement Partners, LLC
Flavin Financial Services, Inc.
Advisory Services Network, LLC
Brookstone Capital Management
Franklin Resources Inc
Vision Capital Management, Inc.
Jacobi Capital Management LLC
Okabena Investment Services Inc
Citadel Advisors Llc
Cornerstone Wealth Management, LLC
Wilkins Miller Wealth Management, LLC
Ieq Capital, Llc
Atwood & Palmer Inc
Avidian Wealth Solutions, LLC
TruNorth Capital Management, LLC
Prentice Wealth Management LLC
Keystone Wealth Services, LLC
Richardson Capital Management LLC
Glassman Wealth Services
Orca Investment Management, LLC
Triton Wealth Management, PLLC
Lodestar Private Asset Management Llc
Genesee Capital Advisors, LLC
Graypoint LLC
Biltmore Family Office, LLC
Bessemer Group Inc
Greenwood Gearhart Inc
Brown Advisory Inc
Nwam Llc
Zacks Investment Management
Kohmann Bosshard Financial Services, LLC
Atomi Financial Group, Inc.
Hilltop Wealth Advisors, Llc
Wedmont Private Capital
Flagship Harbor Advisors, Llc
Arlington Trust Co LLC
Savvy Advisors, Inc.
AE Wealth Management LLC
CENTRAL TRUST Co
Prospera Financial Services Inc
Paradigm, Strategies in Wealth Management, LLC
Calton & Associates, Inc.
Pinnacle Associates Ltd
Berkeley, Inc
Newman Dignan & Sheerar, Inc.
Johnson Investment Counsel Inc
Investment Planning Advisors, Inc.
Warren Averett Asset Management, LLC
Assetmark, Inc
Pennsylvania Capital Management Inc /adv
Seneca Financial Advisors LLC
My Purposeful Wealth Corp.
Birchbrook, Inc.
Pinnacle Bancorp, Inc.
White & Co Financial Planning Inc
Madden Advisory Services, Inc.
SOUTH STATE Corp
Valley National Advisers Inc
Gill Capital Partners, Llc
Stifel Financial Corp
Missouri Trust & Investment Co
Northern Trust Corp
National Wealth Management Group, LLC
National Bank Of Canada /fi/
Murphy, Middleton, Hinkle & Parker, Inc.
Northwestern Mutual Wealth Management Co
Nbt Bank N A /ny
Wiley Bros.-aintree Capital, Llc
Everstar Asset Management, LLC
Walkner Condon Financial Advisors LLC
Pinkerton Retirement Specialists, LLC
Private Advisor Group, LLC
Diversify Wealth Management, Llc
Milestones Private Investment Advisors LLC
Moisand Fitzgerald Tamayo, LLC
Watershed Private Wealth Llc
Clayton Financial Group LLC
Hendershot Investments Inc.
Procyon Private Wealth Partners, LLC
Valeo Financial Advisors, LLC
Cornerstone Planning Group LLC
Golden State Wealth Management, LLC
EWG Elevate Inc.
Bradley Foster & Sargent Inc/ct
Ameriprise Financial Inc
Courage Miller Partners, LLC
Archetype Wealth Partners
Thoroughbred Financial Services, Llc
Essex Savings Bank
Naples Global Advisors, Llc
Legacy Wealth Management, Inc
Promus Capital, LLC
Park Capital Management, LLC / WI
SCS Capital Management LLC
Skopos Labs, Inc.
Madison Wealth Partners, Inc
Next Capital Management LLC
Bank Of America Corp /de/
Goldstein Advisors, LLC
Harbour Investments, Inc.
Advisory Alpha, LLC
POM Investment Strategies, LLC
Truvestments Capital Llc
Ballast Advisors Llc
Krilogy Financial LLC
Waterfront Wealth Inc.
D.B. Root & Company, LLC
Balance Wealth, LLC
National Asset Management, Inc.
Joseph P. Lucia & Associates, LLC
Cantor Fitzgerald Investment Adviser L.p.
White Pine Investment CO
Millstone Evans Group, LLC
Ruggaard & Associates LLC
Smithbridge Asset Management Inc/de
EverSource Wealth Advisors, LLC
First National Bank of Mount Dora, Trust Investment Services
Level Four Advisory Services, Llc
Rockbridge Investment Management, LCC
Busey Wealth Management
Lowery Thomas, Llc
BCS Wealth Management
Wealth Group Ltd
BRYN MAWR TRUST Co
Liberty Square Wealth Partners Llc
Osterweis Capital Management Inc
Evolution Advisers, Inc.
Duncker Streett & Co Inc
LifeSteps Financial, Inc.
Penobscot Investment Management Company, Inc.
Kcm Investment Advisors Llc
Bristlecone Advisors, LLC
Pitcairn Co
Resurgent Financial Advisors LLC
Hilltop Partners LLC
Independent Solutions Wealth Management, LLC
Valpey Financial Services, LLC
Guardian Wealth Advisors, LLC
Northwest Capital Management Inc
NWK Group, Inc.
James Investment Research Inc
CIBC Private Wealth Group, LLC
Resources Investment Advisors, LLC.
Zrc Wealth Management, Llc
Summit Financial Strategies, Inc.
Quadcap Wealth Management, LLC
Burkett Financial Services, Llc
Coldstream Capital Management Inc
Blair William & Co/il
Red Door Wealth Management, LLC
Aptus Capital Advisors, LLC
Vantage Financial Partners, LLC
Arbor Trust Wealth Advisors, Llc
Econ Financial Services Corp
Ronald Blue Trust, Inc.
West Paces Advisors Inc.
Goepper Burkhardt LLC
Arrowroot Family Office, LLC
Noble Wealth Management PBC
Kingswood Wealth Advisors, Llc
Investors Research Corp
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Options Solutions, Llc
Boltwood Capital Management
Atlas Capital Advisors Llc
Ancora Advisors, LLC
Financial Management Network Inc
Holderness Investments Co
Acropolis Investment Management, LLC
Broadleaf Partners, LLC
Mission Creek Capital Partners, Inc.
GWM Advisors LLC
Milestone Investment Advisors LLC
Bank Of Montreal /can/
Umb Bank N A/mo
Equitable Holdings, Inc.
Finley Financial, LLC
Garde Capital, Inc.
Colonial Trust Co / SC
Peachtree Investment Partners, LLC
Sound Income Strategies, LLC
Geneos Wealth Management Inc.
BEAM Asset Management, LLC
Bensler, LLC
Wilson & Boucher Capital Management, LLC
Stephens Inc /ar/
Total Wealth Planning, Llc
Cascade Financial Partners, LLC
Destination Wealth Management
Robbins Farley Llc
Cwm, Llc
Curtis Advisory Group, LLC
Simplex Trading, Llc
Diversify Advisory Services, LLC
Summit Asset Management, LLC
Principal Securities, Inc.
Accredited Wealth Management, LLC
Aqr Capital Management Llc
Hallmark Capital Management Inc
Colony Group, LLC
LifePlan Financial, LLC
Continuum Wealth Advisors, Llc
Bleakley Financial Group, LLC
Evergreen Capital Management Llc
Parkside Financial Bank & Trust
Gleason Group, Inc.
Apollon Financial, LLC
MCF Advisors LLC
Lido Advisors, LLC
Pflug Koory, LLC
Strategic Investment Solutions, Inc. /IL
Empower Advisory Group, LLC
Pacific Sage Partners, LLC
Tilia Fiduciary Partners, Inc.
WFA of San Diego, LLC
Tower Research Capital LLC (TRC)
Bellwether Advisors, LLC
Sawgrass Asset Management Llc
Schneider Downs Wealth Management Advisors, LP
Cahill Financial Advisors Inc
IAG Wealth Partners, LLC
RMR Wealth Builders
Long Island Wealth Management, Inc.
Tandem Investment Partners LLC
Money Concepts Capital Corp
AdvisorNet Financial, Inc
Csenge Advisory Group
RMG Wealth Management LLC
Cordant, Inc.
Lincoln Capital Corp
Hollencrest Capital Management
Vicus Capital
HB Wealth Management, LLC
Perigon Wealth Management, LLC
Sandy Spring Bank
Brighton Jones Llc
Christensen, King & Associates Investment Services, Inc.
Fagan Associates, Inc.
Rothschild Investment Llc
Raymond James Financial Inc
Sightline Wealth Advisors, LLC
Elwood & Goetz Wealth Advisory Group, LLC
Schaeffer Financial LLC
Arlington Financial Advisors, LLC
Harbor Investment Advisory, Llc
Patriot Financial Group Insurance Agency, LLC
GeoWealth Management, LLC
Lathrop Investment Management Corp
Mirador Capital Partners LP
Brown Wealth Management, Llc
PFG Investments, LLC
Texas Yale Capital Corp.
Central Pacific Bank - Trust Division
Pps&v Asset Management Consultants, Inc.
Commerce Bank
Acorn Wealth Advisors, LLC
McIlrath & Eck, LLC
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
Atlantic Private Wealth, LLC
Selective Wealth Management, Inc.
Cheviot Value Management, LLC
Jackson Hole Capital Partners, LLC
American Financial & Tax Strategies Inc
Orion Portfolio Solutions, LLC
Manchester Financial Inc
Altfest L J & Co Inc
Cape Investment Advisory, Inc.
Qube Research & Technologies Ltd
Athena Investment Management
Condor Capital Management
ETF Store, Inc.
Curbstone Financial Management Corp
Sigma Investment Counselors Inc
Ark & Tlk Investments, Llc
Keyvantage Wealth, Llc
Chesapeake Wealth Management
Grantvest Financial Group LLC
PCA Investment Advisory Services Inc.
Marietta Investment Partners Llc
Parallel Advisors, LLC
Bellevue Asset Management, Llc
DecisionPoint Financial, LLC
Integrated Wealth Concepts LLC
Old Port Advisors
Northeast Financial Group, Inc.
Motive Wealth Advisors
Squire Investment Management Company, LLC
Towercrest Capital Management
Family Investment Center, Inc.
Fortitude Advisory Group L.L.C.
Forte Capital Llc /adv
Asset Management Group, Inc.
Rossby Financial, LCC
Westbourne Investments, Inc.
North Forty Two & Co.
CoreCap Advisors, LLC
Heirloom Wealth Management
Asset Advisors Investment Management, LLC
Pinnacle Wealth Management Advisory Group, LLC
Pinnacle Financial Partners Inc
Code Waechter LLC
Bartlett & Co. Wealth Management Llc
Russell Investments Group, Ltd.
Trust Point Inc.
Values Added Financial LLC
Beacon Pointe Advisors, LLC
Arcataur Capital Management LLC
Liberty Capital Management, Inc.
Contravisory Investment Management, Inc.
Keystone Financial Services, LLC
Mengis Capital Management, Inc.
St. Louis Trust Co
Harbour Investment Management Llc
Harbor Group, Inc.
IMA Wealth, Inc.
Financial Advisory Service, Inc.
VSM Wealth Advisory, LLC
Elmwood Wealth Management, Inc.
Alliancebernstein L.p.
Scotia Capital Inc.
Strategic Equity Management
Wisconsin Capital Management Llc
Columbus Macro, LLC
We Are One Seven, LLC
MBE Wealth Management, LLC
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
Madison Park Capital Advisors, LLC
Angeles Wealth Management, Llc
Mitchell Capital Management Co
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