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Ancora Advisors, LLC
|
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Campbell & CO Investment Adviser LLC
|
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Cwm, Llc
|
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|
Maryland State Retirement & Pension System
|
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|
JASCX - JAMES ADVANTAGE FUNDS - James Small Cap Fund
|
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|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
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|
|
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|
Snowden Capital Advisors LLC
|
|
|
|
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|
Voya Investment Management Llc
|
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FOCSX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth K6 Fund
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
|
|
|
|
|
|
USRT - iSHARES TRUST - iShares Core U.S. REIT ETF
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Equity Index Fund Class
|
|
|
|
|
|
Teacher Retirement System Of Texas
|
|
|
|
|
|
VANGUARD VARIABLE INSURANCE FUNDS - Real Estate Index Portfolio
|
|
|
|
|
|
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
|
|
|
|
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|
Allianz Asset Management GmbH
|
|
|
|
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|
PIMCO FUNDS - PIMCO All Asset: Multi-Real Fund
|
|
|
|
|
|
MQS Management LLC
|
|
|
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|
BNY MELLON INVESTMENT PORTFOLIOS - Small Cap Stock Index Portfolio - Service Shares
|
|
|
|
|
|
Amundi
|
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|
Sumitomo Mitsui DS Asset Management Company, Ltd
|
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Rhumbline Advisers
|
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|
Prelude Capital Management, Llc
|
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Invesco Ltd.
|
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Signaturefd, Llc
|
|
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|
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
|
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|
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|
Virtus Investment Advisers, Inc.
|
|
|
|
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|
Assetmark, Inc
|
|
|
|
|
|
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
|
|
|
|
|
|
Jnl Series Trust - Jnl/invesco Small Cap Growth Fund (a)
|
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|
State Of Wisconsin Investment Board
|
|
|
|
|
|
OSCV - ETF Series Solutions - Opus Small Cap Value ETF
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
Aster Capital Management (DIFC) Ltd
|
|
|
|
|
|
USCRX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Aggressive Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
Wellington Management Group Llp
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
JAEQX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Company Value Trust NAV
|
|
|
|
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|
Verition Fund Management LLC
|
|
|
|
|
|
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
|
|
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|
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|
Rossby Financial, LCC
|
|
|
|
|
|
Standard Life Aberdeen plc
|
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|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
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|
|
|
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A
|
|
|
|
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|
Huntington National Bank
|
|
|
|
|
|
IASAX - Voya PARTNERS INC - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV
|
|
|
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|
|
Profunds - Profund Vp Ultrasmall-cap
|
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|
|
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|
Parkside Financial Bank & Trust
|
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|
|
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|
Engineers Gate Manager LP
|
|
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|
JPSV - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Small Cap Value ETF
|
|
|
|
|
|
Diversify Wealth Management, Llc
|
|
|
|
|
|
RPGAX - T. Rowe Price Global Allocation Fund, Inc. - T. Rowe Price Global Allocation Fund, Inc.
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small Cap Growth Equity Fund Initial Class
|
|
|
|
|
|
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
|
|
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|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
State of New Jersey Common Pension Fund D
|
|
|
|
|
|
GSC - Goldman Sachs ETF Trust - Goldman Sachs Small Cap Core Equity ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
|
|
|
|
|
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
TRREX - T. Rowe Price Real Estate Fund, Inc. - T. Rowe Price Real Estate Fund, Inc.
|
|
|
|
|
|
Intech Investment Management Llc
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
|
|
|
|
|
Tandem Investment Advisors, Inc.
|
|
|
|
|
|
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
|
|
|
|
|
|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Farringdon Capital, Ltd.
|
|
|
|
|
|
SLPIX - Profunds - Small-cap Profund Investor Class
|
|
|
|
|
|
BBRE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders MSCI U.S. REIT ETF
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
|
|
|
|
|
|
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
|
|
|
|
|
|
SPRE - Tidal ETF Trust - SP Funds S&P Global REIT Sharia ETF
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
Two Sigma Securities, Llc
|
|
|
|
|
|
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
|
|
|
|
|
|
Pnc Financial Services Group, Inc.
|
|
|
|
|
|
NBHAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Equity Income Fund Class A
|
|
|
|
|
|
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
|
|
|
|
|
|
GTSAX - AIM GROWTH SERIES (INVESCO GROWTH SERIES) - INVESCO Small Cap Growth Fund Class A
|
|
|
|
|
|
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
|
|
|
|
|
|
SFSLX - Advisor Managed Portfolios - 1919 Financial Services Fund Class C
|
|
|
|
|
|
IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6
|
|
|
|
|
|
FSOPX - FIDELITY SECURITIES FUND - Fidelity Series Small Cap Opportunities Fund
|
|
|
|
|
|
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
|
|
|
|
|
|
Bell Investment Advisors, Inc
|
|
|
|
|
|
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
|
|
|
|
|
|
Private Wealth Management Group, LLC
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Real Estate Portfolio Initial Class
|
|
|
|
|
|
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
|
|
|
|
|
|
Cambria Investment Management, L.P.
|
|
|
|
|
|
DekaBank Deutsche Girozentrale
|
|
|
|
|
|
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A
|
|
|
|
|
|
Bamco Inc /ny/
|
|
|
|
|
|
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
|
|
|
|
|
|
TANDX - PFS FUNDS - Castle Tandem Fund Institutional
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Mutual Of America Capital Management Llc
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
|
|
|
|
|
|
Citigroup Inc
|
|
|
|
|
|
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
|
|
|
|
|
|
Creekmur Asset Management LLC
|
|
|
|
|
|
Centiva Capital, LP
|
|
|
|
|
|
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Developing Growth Portfolio Class I
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Real Estate Securities Portfolio Class A
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
Allworth Financial LP
|
|
|
|
|
|
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
|
|
|
|
|
|
BKSE - BNY Mellon ETF Trust - BNY Mellon US Small Cap Core Equity ETF
|
|
|
|
|
|
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
|
|
|
|
|
|
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares
|
|
|
|
|
|
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
|
|
|
|
|
|
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
|
|
|
|
|
|
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
|
|
|
|
|
|
NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K
|
|
|
|
|
|
Goldman Sachs Group Inc
|
|
|
|
|
|
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
NJ State Employees Deferred Compensation Plan
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
Teachers Retirement System Of The State Of Kentucky
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
TLRSX - TIAA-CREF LIFE FUNDS - Real Estate Securities Fund
|
|
|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Oppenheimer Asset Management Inc.
|
|
|
|
|
|
ArrowMark Colorado Holdings LLC
|
|
|
|
|
|
RUSC - Russell Investments Exchange Traded Funds - U.S. Small Cap Equity Active ETF
|
|
|
|
|
|
New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
Polymer Capital Management (US) LLC
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
BLDG - Cambria ETF Trust - Cambria Global Real Estate ETF
|
|
|
|
|
|
PEDGX - PRINCIPAL FUNDS INC - EDGE MidCap Fund Institutional
|
|
|
|
|
|
GRASX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Real Assets Strategy Fund Class R6 Shares
|
|
|
|
|
|
DFGR - Dimensional ETF Trust - Dimensional Global Real Estate ETF
|
|
|
|
|
|
Financial Network Wealth Advisors LLC
|
|
|
|
|
|
NOSGX - Northern Funds - Northern Small Cap Value Fund
|
|
|
|
|
|
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
|
|
|
|
|
|
Farmers & Merchants Investments Inc
|
|
|
|
|
|
Pictet Asset Management Holding SA
|
|
|
|
|
|
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
|
|
|
|
|
|
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
|
|
|
|
|
|
SBHVX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Value Fund Institutional Class
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
|
|
|
|
|
|
SPSM - SPDR SERIES TRUST - SPDR(R) Portfolio Small Cap ETF
|
|
|
|
|
|
SPWIX - Sei Institutional Managed Trust - Simt Small Cap Growth Fund Class I
|
|
|
|
|
|
Resolution Capital Ltd
|
|
|
|
|
|
Susquehanna International Group, Llp
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Franklin Small-mid Cap Growth Vip Fund Class 1
|
|
|
|
|
|
Brighthouse Funds Trust I - Invesco Small Cap Growth Portfolio Class A
|
|
|
|
|
|
Atlantic Trust, LLC
|
|
|
|
|
|
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
|
|
|
|
|
|
EKGAX - WELLS FARGO FUNDS TRUST - Wells Fargo Global Small Cap Fund (f/k/a Wells Fargo Global Opportunities Fund) Class A
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
MMGEX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Cap Growth Equity Fund Class A
|
|
|
|
|
|
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
|
|
|
|
|
|
Edgestream Partners, L.P.
|
|
|
|
|
|
FCPGX - FIDELITY SECURITIES FUND - Fidelity Small Cap Growth Fund
|
|
|
|
|
|
Azimuth Capital Investment Management LLC
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
|
|
RPFRX - DAVIS SERIES INC - Davis Real Estate Fund Class A
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Index Portfolio Class A
|
|
|
|
|
|
DGEFX - Brinker Capital Destinations Trust - Destinations Equity Income Fund Class I
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Profunds - Profund Vp Small-cap
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
IFP Advisors, Inc
|
|
|
|
|
|
Lindbrook Capital, Llc
|
|
|
|
|
|
FSLCX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock Fund
|
|
|
|
|
|
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
|
|
|
|
|
|
DFAR - Dimensional ETF Trust - Dimensional US Real Estate ETF
|
|
|
|
|
|
RWJ - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 Revenue ETF
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
Whipplewood Advisors, LLC
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
DHS - WisdomTree Trust - WisdomTree U.S. High Dividend Fund N/A
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
|
|
|
|
|
|
FREL - FIDELITY COVINGTON TRUST - Fidelity MSCI Real Estate Index ETF
|
|
|
|
|
|
OSTFX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Fund Investor Class
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA Real Estate Securities Fund
|
|
|
|
|
|
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
|
|
|
|
|
|
VGSIX - VANGUARD SPECIALIZED FUNDS - Vanguard Real Estate Index Fund Investor Shares
|
|
|
|
|
|
JDSCX - JPMorgan Trust I - JPMorgan Small Cap Blend Fund Class I
|
|
|
|
|
|
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
|
|
|
|
|
|
Motco
|
|
|
|
|
|
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
Impax Asset Management Group plc
|
|
|
|
|
|
RRRAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Real Estate Securities Fund Class A
|
|
|
|
|
|
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
|
|
|
|
|
|
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
|
|
|
|
|
|
UniSuper Management Pty Ltd
|
|
|
|
|
|
PSCF - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Financials ETF
|
|
|
|
|
|
Manufacturers Life Insurance Company, The
|
|
|
|
|
|
Mechanics Bank Trust Department
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
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|
CBIZ Investment Advisory Services, LLC
|
|
|
|
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|
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
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Illinois Municipal Retirement Fund
|
|
|
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|
Sage Rhino Capital Llc
|
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|
Quest Partners LLC
|
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|
Sofos Investments, Inc.
|
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FERRX - FIRST EAGLE FUNDS - First Eagle Global Real Assets Fund Class R6
|
|
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|
Binnacle Investments Inc
|
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|
Hartland & Co., LLC
|
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ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
|
|
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|
|
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
|
|
|
|
FDSCX - FIDELITY CAPITAL TRUST - Fidelity Stock Selector Small Cap Fund
|
|
|
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|
|
UBS Group AG
|
|
|
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|
|
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
|
|
|
|
|
|
Federation des caisses Desjardins du Quebec
|
|
|
|
|
|
SMCIX - SHELTON FUNDS - S&P SmallCap Index Fund Direct Shares
|
|
|
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|
New Age Alpha Variable Funds Trust - NAA SMALL GROWTH SERIES
|
|
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|
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
|
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|
Kayne Anderson Rudnick Investment Management Llc
|
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|
Gf Fund Management Co. Ltd.
|
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HighTower Advisors, LLC
|
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SFREX - SCHWAB CAPITAL TRUST - Schwab Fundamental Global Real Estate Index Fund
|
|
|
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|
|
PCVAX - ALLIANZ FUNDS - AllianzGI NFJ Small-Cap Value Fund A
|
|
|
|
|
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ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
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|
|
Lincluden Management Ltd
|
|
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RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
BYRE - Principal Exchange-Traded Funds - Principal Real Estate Active Opportunities ETF
|
|
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|
WELLS FARGO MASTER TRUST - Wells Fargo Real Return Portfolio Real Return Portfolio
|
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|
|
|
|
GAMMA Investing LLC
|
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|
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|
|
Tudor Investment Corp Et Al
|
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|
Nissay Asset Management Corp /japan/ /adv
|
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|
Crawford Investment Counsel Inc
|
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|
Cibc World Markets Corp
|
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CSMD - PROFESSIONALLY MANAGED PORTFOLIOS - Congress SMid Growth ETF
|
|
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|
|
Alliance Wealth Advisors, LLC /UT
|
|
|
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|
Putney Financial Group LLC
|
|
|
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|
|
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
|
|
|
|
|
|
Dimensional Fund Advisors Lp
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
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FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
|
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|
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
|
|
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|
|
VRTPX - VANGUARD FIXED INCOME SECURITIES FUNDS - Vanguard Real Estate II Index Fund
|
|
|
|
|
|
SOAVX - Spirit Of America Investment Fund Inc - Spirit Of America Large Cap Value Fund Class A
|
|
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|
IJS - iSHARES TRUST - iShares S&P Small-Cap 600 Value ETF
|
|
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|
Copeland Capital Management, LLC
|
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Davidson Investment Advisors
|
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PRRSX - PIMCO FUNDS - PIMCO RealEstateRealReturn Strategy Fund Institutional
|
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|
Asset Management One Co., Ltd.
|
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OWTEX - OLD WESTBURY FUNDS INC - Old Westbury Total Equity Fund
|
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|
CIBC Asset Management Inc
|
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|
Capital Analysts, Inc.
|
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Sei Investments Co
|
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Macquarie Group Ltd
|
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Norges Bank
|
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Northwestern Mutual Wealth Management Co
|
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|
Hantz Financial Services, Inc.
|
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Centersquare Investment Management Llc
|
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D.a. Davidson & Co.
|
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USCAX - USAA MUTUAL FUNDS TRUST - Small Cap Stock Fund Shares
|
|
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|
|
High Note Wealth, LLC
|
|
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|
|
Resona Asset Management Co.,Ltd.
|
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|
Victory Capital Management Inc
|
|
|
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|
|
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
|
|
|
|
|
|
Citadel Advisors Llc
|
|
|
|
|
|
AMALX - AMERICAN CENTURY CAPITAL PORTFOLIOS INC - Small Cap Dividend Fund G Class
|
|
|
|
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|
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II
|
|
|
|
|
|
Janus Henderson Group Plc
|
|
|
|
|
|
Duff & Phelps Investment Management Co
|
|
|
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|
|
TSCGX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Growth Fund Class S
|
|
|
|
|
|
Van Eck Associates Corp
|
|
|
|
|
|
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
|
|
|
|
|
|
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
|
|
|
|
|
|
CDOFX - UNIFIED SERIES TRUST - Crawford Small Cap Dividend Fund - Class I
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares
|
|
|
|
|
|
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
|
|
|
|
|
|
Two Sigma Advisers, Lp
|
|
|
|
|
|
Price T Rowe Associates Inc /md/
|
|
|
|
|
|
FREAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Real Estate Securities Fund Class A
|
|
|
|
|
|
MNDAX - MFS SERIES TRUST I - MFS New Discovery Fund A
|
|
|
|
|
|
QWVOX - CLEARWATER INVESTMENT TRUST - Clearwater Small Companies Fund
|
|
|
|
|
|
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
|
|
|
|
|
|
PPTY - ETF Series Solutions - PPTY - U.S. Diversified Real Estate ETF
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
|
|
|
|
|
Sterling Capital Management LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
FRIFX - FIDELITY SECURITIES FUND - Fidelity Real Estate Income Fund
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
AASMX - THRIVENT MUTUAL FUNDS - Thrivent Small Cap Stock Fund Class A
|
|
|
|
|
|
TIREX - TIAA-CREF FUNDS - TIAA-CREF Real Estate Securities Fund Institutional Class
|
|
|
|
|
|
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A
|
|
|
|
|
|
Bare Financial Services, Inc
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
Vanguard Group Inc
|
|
|
|
|
|
Webster Bank, N. A.
|
|
|
|
|
|
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
|
|
|
|
|
|
Pacer Advisors, Inc.
|
|
|
|
|
|
Glenmede Investment Management, LP
|
|
|
|
|
|
PENN SERIES FUNDS INC - Small Cap Index Fund
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
TRGRX - T. Rowe Price Global Real Estate Fund, Inc. - T. Rowe Price Global Real Estate Fund, Inc.
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1
|
|
|
|
|
|
Elevation Series Trust - RiverNorth Patriot ETF
|
|
|
|
|
|
AVRE - AMERICAN CENTURY ETF TRUST - Avantis Real Estate ETF
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
RSSL - Global X Funds - Global X Russell 2000 ETF
|
|
|
|
|
|
XSLV - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap Low Volatility ETF
|
|
|
|
|
|
Stephens Inc /ar/
|
|
|
|
|
|
E. Ohman J:or Asset Management AB
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
|
|
|
|
|
|
CRSSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS SMALL-CAP FUND Institutional Shares
|
|
|
|
|
|
VCSLX - VALIC Co I - Small Cap Index Fund
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
|
|
|
|
|
|
WTSGX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill Small Cap Growth Fund -Retail Class
|
|
|
|
|
|
FPRO - FIDELITY COVINGTON TRUST - Fidelity Real Estate Investment ETF
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
|
|
|
|
|
|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Vestmark Advisory Solutions, Inc.
|
|
|
|
|
|
Barclays Plc
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
|
|
|
|
|
|
LPL Financial LLC
|
|
|
|
|
|
Harbor Capital Advisors, Inc.
|
|
|
|
|
|
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
|
|
|
|
|
RRGAX - DEUTSCHE DWS SECURITIES TRUST - DWS RREEF Global Real Estate Securities Fund Class A
|
|
|
|
|
|
NDGAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Dividend Growth Fund Class A
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
Cynosure Management, Llc
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class
|
|
|
|
|
|
Emerald Advisers, Llc
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
PRSVX - T. Rowe Price Small-Cap Value Fund, Inc. - T. Rowe Price Small-Cap Value Fund, Inc.
|
|
|
|
|
|
Two Sigma Investments, Lp
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
MMYAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Small Company Value Fund Class A
|
|
|
|
|
|
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
|
|
|
|
|
|
JustInvest LLC
|
|
|
|
|
|
Ubs Asset Management Americas Inc
|
|
|
|
|
|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
|
|
|
|
|
|
Chevy Chase Trust Holdings, Inc.
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Glenmede Trust Co Na
|
|
|
|
|
|
GREZX - GuideStone Funds - Global Real Estate Securities Fund Investor
|
|
|
|
|
|
STXK - EA Series Trust - Strive Small-Cap ETF
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
|
|
|
|
|
|
RRESX - RUSSELL INVESTMENT CO - Global Real Estate Securities Fund Class S
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
MPSSX - BNY MELLON FUNDS TRUST - BNY Mellon Small Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
|
|
|
|
|
|
Susquehanna Portfolio Strategies, LLC
|
|
|
|
|
|
ASVIX - American Century Capital Portfolios Inc - Small Cap Value Fund Investor Class
|
|
|
|
|
|
Massmutual Trust Co Fsb/adv
|
|
|
|
|
|
NGJAX - Nuveen Investment Trust V - Nuveen Global Real Estate Securities Fund Class A
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
|
|
|
|
|
|
Farther Finance Advisors, LLC
|
|
|
|
|
|
Td Asset Management Inc
|
|
|
|
|
|
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
|
|
|
|
|
|
Riggs Asset Managment Co. Inc.
|
|
|
|
|
|
Colony Capital, Inc.
|
|
|
|
|
|
DTRE - FIRST TRUST EXCHANGE-TRADED FUND II - First Trust FTSE EPRA/NAREIT Developed Markets Real Estate Index Fund
|
|
|
|
|
|
PENN SERIES FUNDS INC - Small Cap Value Fund
|
|
|
|
|
|
SLYV - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Value ETF
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Orion Portfolio Solutions, LLC
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
|
|
|
|
|
|
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Venture Portfolio
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
Congress Asset Management Co /ma
|
|
|
|
|
|
Nfj Investment Group, Llc
|
|
|
|
|
|
Moody National Bank Trust Division
|
|
|
|
|
|
Heitman Real Estate Securities Llc
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
Capital Square, LLC
|
|
|
|
|
|
UCAGX - USAA MUTUAL FUNDS TRUST - Cornerstone Aggressive Fund
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
Lazard Asset Management Llc
|
|
|
|
|
|
Vestcor Inc
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
Personal Cfo Solutions, Llc
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
Wiley Bros.-aintree Capital, Llc
|
|
|
|
|
|
IFM Investors Pty Ltd
|
|
|
|
|
|
Klp Kapitalforvaltning As
|
|
|
|
|
|
MXISX - GREAT-WEST FUNDS INC - Great-West S&P Small Cap 600 Index Fund Investor Class
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Knights of Columbus Asset Advisors LLC
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
SCDV - ETF Series Solutions - Bahl & Gaynor Small Cap Dividend ETF
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
|
|
|
|
|
|
Employees Retirement System of Texas
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
Moran Wealth Management, LLC
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
|
|
|
|
KCRIX - Advisors' Inner Circle Fund III - Knights Of Columbus Global Real Estate Fund I Shares
|
|
|
|
|
|
BLACKROCK FUNDS - iShares FTSE NAREIT All Equity REIT Index Fund
|
|
|
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REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
|
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NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
|
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|
Global Retirement Partners, LLC
|
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|
ERET - iSHARES TRUST - iShares Environmentally Aware Real Estate ETF
|
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|
Northern Trust Corp
|
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|
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I
|
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|
RYHRX - RYDEX SERIES FUNDS - Real Estate Fund Class H
|
|
|
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|
CWC Advisors, LLC.
|
|
|
|
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|
SUNAMERICA SERIES TRUST - SA Invesco Growth Opportunities Portfolio Class 1
|
|
|
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|
MUTUAL OF AMERICA INVESTMENT CORP - Mid Cap Value Fund Class
|
|
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|
Oregon Public Employees Retirement Fund
|
|
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Small Cap Stock Index Fund Class 2
|
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|
Inceptionr Llc
|
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RYDEX VARIABLE TRUST - Real Estate Fund Variable Annuity
|
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|
Centerpoint Advisors, LLC
|
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PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
|
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Cramer Rosenthal Mcglynn Llc
|
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POSAX - PRINCIPAL FUNDS INC - Global Real Estate Securities Fund Class A
|
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Wells Fargo & Company/mn
|
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FRI - FIRST TRUST EXCHANGE-TRADED FUND - First Trust S&P REIT Index Fund
|
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|
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF
|
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|
FRESX - FIDELITY SELECT PORTFOLIOS - Fidelity Real Estate Investment Portfolio
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
|
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FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
|
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IJT - iSHARES TRUST - iShares S&P Small-Cap 600 Growth ETF
|
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Principal Financial Group Inc
|
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DFREX - Dfa Investment Dimensions Group Inc - Dfa Real Estate Securities Portfolio - Institutional Class
|
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MAI Capital Management
|
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UWM - PROSHARES TRUST - ProShares Ultra Russell2000
|
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SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
|
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|
Segall Bryant & Hamill, Llc
|
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Great West Life Assurance Co /can/
|
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Quantinno Capital Management LP
|
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Caitong International Asset Management Co., Ltd
|
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Whittier Trust Co Of Nevada Inc
|
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|
Envestnet Asset Management Inc
|
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JNL SERIES TRUST - JNL Small Cap Index Fund (I)
|
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M&t Bank Corp
|
|
|
|
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|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
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|
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|
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
|
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QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
|
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|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
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|
Alliancebernstein L.p.
|
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GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
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|
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
|
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|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
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SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
|
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|
PineBridge Investments, L.P.
|
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EQ ADVISORS TRUST - 1290 VT Real Estate Portfolio Class IB
|
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Russell Investments Group, Ltd.
|
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Howland Capital Management Llc
|
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IRET - Tidal Trust II - iREIT(R) - MarketVector Quality REIT Index ETF
|
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RWO - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Dow Jones Global Real Estate ETF
|
|
|
|
|
|
OTCFX - T. Rowe Price Small-Cap Stock Fund, Inc. - T. Rowe Price Small-Cap Stock Fund, Inc.
|
|
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|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
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|
Horst & Graben Wealth Management LLC
|
|
|
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|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
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|
SRS Capital Advisors, Inc.
|
|
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VRAI - ETFis Series Trust I - Virtus Real Asset Income ETF
|
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|
Public Sector Pension Investment Board
|
|
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|
Metis Global Partners, LLC
|
|
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CSMDX - Copeland Trust - Copeland SMID Cap Dividend Growth Fund Class I Shares
|
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|
First Trust Advisors Lp
|
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Shelton Capital Management
|
|
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|
|
|
XJR - iSHARES TRUST - iShares ESG Screened S&P Small-Cap ETF
|
|
|
|
|
|
NMSAX - COLUMBIA FUNDS SERIES TRUST - Columbia Small Cap Index Fund Class A
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Small Cap Growth Portfolio Class A
|
|
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|
Guggenheim Active Allocation Fund
|
|
|
|
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|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
AABFX - THRIVENT MUTUAL FUNDS - Thrivent Balanced Income Plus Fund Class A
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
OGGFX - JPMORGAN TRUST II - JPMorgan Small Cap Growth Fund Class I
|
|
|
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|
|
Qube Research & Technologies Ltd
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
TRSSX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Small-Cap Stock Fund
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
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|
|
|
BRIFX - BARON SELECT FUNDS - Baron Real Estate Income Fund
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund
|
|
|
|
|
|
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3
|
|
|
|
|
|
Baird Financial Group, Inc.
|
|
|
|
|
|
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Profunds - Profund Vp Small-cap Value
|
|
|
|
|
|
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
|
|
|
|
|
|
SGPIX - Profunds - Small-cap Growth Profund Investor Class
|
|
|
|
|
|
Swiss National Bank
|
|
|
|
|
|
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
|
|
|
|
|
|
Aptus Capital Advisors, LLC
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
|
|
|
|
|
|
SMDV - PROSHARES TRUST - ProShares Russell 2000 Dividend Growers ETF
|
|
|
|
|
|
PZRMX - PIMCO FUNDS - PIMCO Inflation Response Multi-Asset Fund Class A
|
|
|
|
|
|
FSRNX - FIDELITY SALEM STREET TRUST - Fidelity Real Estate Index Fund
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
Brinker Capital Investments, LLC
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
|
|
|
|
|
|
Charles Schwab Investment Management Inc
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware REIT Fund Service Class
|
|
|
|
|
|
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
|
|
|
|
|
|
MMRFX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Real Assets Fund Class I
|
|
|
|
|
|
Bernzott Capital Advisors
|
|
|
|
|
|
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
OSTVX - PROFESSIONALLY MANAGED PORTFOLIOS - Osterweis Strategic Investment Fund Investor Class
|
|
|
|
|
|
AAAAX - DEUTSCHE DWS MARKET TRUST - DWS RREEF Real Assets Fund Class A
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
OWSMX - OLD WESTBURY FUNDS INC - Old Westbury Small & Mid Cap Strategies Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Small Cap Stock Portfolio Class A
|
|
|
|
|
|
IMG Wealth Management, Inc.
|
|
|
|
|
|
SAA - PROSHARES TRUST - ProShares Ultra SmallCap600
|
|
|
|
|
|
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
SCUVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US Small Cap Opportunities Fund Class A
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
Creative Financial Designs Inc /adv
|
|
|
|
|
|
Moody Aldrich Partners Llc
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
GSSIX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Fund Institutional
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
JPSE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Small Cap Equity ETF
|
|
|
|
|
|
Total Income (plus) Real Estate Fund
|
|
|
|
|
|
Mv Capital Management, Inc.
|
|
|
|
|
|
Mackenzie Financial Corp
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Davis Selected Advisers
|
|
|
|
|
|
RWR - SPDR SERIES TRUST - SPDR(R) Dow Jones REIT ETF
|
|
|
|
|
|
Boston Family Office Llc
|
|
|
|
|
|
SCHH - SCHWAB STRATEGIC TRUST - Schwab U.S. REIT ETF
|
|
|
|
|
|
MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
Avantax Advisory Services, Inc.
|
|
|
|
|
|
Global X Japan Co., Ltd.
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
Granite Investment Partners, LLC
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
FKICX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Stock K6 Fund
|
|
|
|
|
|
PSSMX - PRINCIPAL FUNDS, INC. - SmallCap S&P 600 Index Fund R-3
|
|
|
|
|
|
PSC - Principal Exchange-Traded Funds - Principal U.S. Small-Cap Multi-Factor Index ETF
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
PRUDENTIAL SERIES FUND - SMALL CAPITALIZATION STOCK PORTFOLIO Class I
|
|
|
|
|
|
Profunds - Profund Vp Small-cap Growth
|
|
|
|
|
|
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
Norinchukin Bank, The
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
Legacy Wealth Asset Management, LLC
|
|
|
|
|
|
CRISX - CRM Mutual Fund Trust - CRM SMALL CAP VALUE FUND INSTITUTIONAL
|
|
|
|
|
|
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
New York State Teachers Retirement System
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
|
|
|
|
|
|
Uniplan Investment Counsel, Inc.
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Real Estate Sector Fund (A)
|
|
|
|
|
|
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
|
|
|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
|
|
|
|
Rise Advisors, LLC
|
|
|
|
|
|
DCCAX - Delaware Group Equity Funds V - Delaware Small Cap Core Fund Class A
|
|
|
|
|
|
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
|
|
|
|
|
VIOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Index Fund ETF Shares
|
|
|
|
|
|
We Are One Seven, LLC
|
|
|
|
|
|
Private Wealth Asset Management, LLC
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
FRSGX - Franklin Strategic Series - Franklin Small-mid Cap Growth Fund Class A
|
|
|
|
|
|
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
|
|
|
|
|
|
ESIX - SPDR SERIES TRUST - SPDR S&P SmallCap 600 ESG ETF
|
|
|
|
|
|
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
|
|
|
|
|
|
VTMSX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Small-Cap Fund Admiral Shares
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
|
|
|
|
|
|
Fortitude Family Office, LLC
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
Accent Capital Management, LLC
|
|
|
|
|
|
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
PACIFIC SELECT FUND - Real Estate Portfolio Class I
|
|
|
|
|
|
Lighthouse Investment Partners, LLC
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
PRAFX - T. Rowe Price Real Assets Fund, Inc. - T. Rowe Price Real Assets Fund, Inc.
|
|
|
|
|
|
Congress Wealth Management LLC / DE /
|
|
|
|
|
|
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
|
|
|
|
|
|
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Peregrine Capital Management Llc
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Small Cap Value Portfolio
|
|
|
|
|
|
Archer Investment Corp
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS New Discovery Series Initial Class
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
|
|
|
|
|
|
Spirit Of America Management Corp/ny
|
|
|
|
|
|
MAINSTAY VP FUNDS TRUST - MainStay VP Eagle Small Cap Growth Portfolio Initial Class
|
|
|
|
|
|
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
|
|
|
|
|
|
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
|
|
|
|
|
|
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A
|
|
|
|
|
|
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
|
|
|
|
|
|
Df Dent & Co Inc
|
|
|
|
|
|
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
QABGX - Federated MDT Series - Federated MDT Balanced Fund Class A Shares
|
|
|
|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
INDS - Pacer Funds Trust - Pacer Benchmark Industrial Real Estate SCTR ETF
|
|
|
|
|
|
Dogwood Wealth Management LLC
|
|
|
|
|
|
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
|
|
|
|
|
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
|
|
|
|
|
|
Quantbot Technologies LP
|
|
|
|
|
|
Quarry LP
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
REET - iSHARES TRUST - iShares Global REIT ETF
|
|
|
|
|
|
Abound Wealth Management
|
|
|
|
|
|
James Investment Research Inc
|
|
|
|
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FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
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FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
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Retirement Wealth Solutions LLC
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Xponance, Inc.
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GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
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XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
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Neuberger Berman Group LLC
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Jpmorgan Chase & Co
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DRAFX - Brinker Capital Destinations Trust - Destinations Real Assets Fund Class I
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TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
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MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
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NORTHWESTERN MUTUAL SERIES FUND INC - Index 600 Stock Portfolio
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Allspring Global Investments Holdings, LLC
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IJR - iSHARES TRUST - iShares Core S&P Small-Cap ETF
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Amalgamated Bank
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ALSMX - ARCHER INVESTMENT SERIES TRUST - Archer Multi Cap Fund
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DISSX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon Smallcap Stock Index Fund Investor Shares
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State of Alaska, Department of Revenue
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
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VIOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Value Index Fund ETF Shares
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ALLSPRING MASTER TRUST - Allspring Macro Strategies Portfolio
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FESIX - FIDELITY SALEM STREET TRUST - Fidelity SAI Real Estate Index Fund
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State Street Corp
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Daiwa Securities Group Inc.
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Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio
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Versant Capital Management, Inc
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CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL
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Bahl & Gaynor Inc
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QVMS - Invesco Exchange-Traded Fund Trust II - Invesco S&P SmallCap 600 QVM Multi-factor ETF
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ExodusPoint Capital Management, LP
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Nuveen, LLC
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MetLife Investment Management, LLC
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Fidelity Central Investment Portfolios LLC - Fidelity Real Estate Equity Central Fund
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WTRE - WisdomTree Trust - WisdomTree Global ex-U.S. Real Estate Fund N/A
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Annis Gardner Whiting Capital Advisors, LLC
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Diversify Advisory Services, LLC
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EBIT - Harbor ETF Trust - Harbor AlphaEdge Small Cap Earners ETF
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FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
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SMIG - ETF Series Solutions - AAM Bahl & Gaynor Small/Mid Cap Income Growth ETF
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SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
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FHEAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Real Estate Fund Class A
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NGREX - Northern Funds - Northern Global Real Estate Index Fund
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Phocas Financial Corp.
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SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
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SG Americas Securities, LLC
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THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
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IPSIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus SmallCap Portfolio Class I
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Td Private Client Wealth Llc
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SOAAX - Spirit Of America Investment Fund Inc - Spirit Of America Real Estate Income And Growth Fund Class A
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NewEdge Wealth, LLC
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Wealth Enhancement Advisory Services, Llc
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WMMRX - WILMINGTON FUNDS - Wilmington Real Asset Fund Class A Shares
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FWRAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Global Real Estate Fund Class A
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SLYG - SPDR SERIES TRUST - SPDR(R) S & P 600 Small Cap Growth ETF
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VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
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Advisor Group Holdings, Inc.
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FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
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Jones Financial Companies Lllp
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Nuveen Multi-Asset Income Fund
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JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
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PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
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SVPIX - Profunds - Small-cap Value Profund Investor Class
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IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
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SUNAMERICA SERIES TRUST - SA Fidelity Institutional AMSM Real Estate Portfolio Class 1
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Bank Of Montreal /can/
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UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
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NSIDX - Northern Funds - Northern Small Cap Index Fund
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FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
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FSRJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Real Estate Fund
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Rothschild Investment Llc
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CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
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MXREX - GREAT-WEST FUNDS INC - Great-West Real Estate Index Fund Investor Class
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Millennium Management Llc
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URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
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Us Bancorp \de\
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PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Real Estate Securities Account Class 1
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Steward Partners Investment Advisory, Llc
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RIFSX - RUSSELL INVESTMENT FUNDS - Global Real Estate Securities Fund
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Westside Investment Management, Inc.
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abrdn Funds - abrdn Focused U.S. Small Cap Active ETF
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Hudson Bay Capital Management LP
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
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QDRPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Real Estate Portfolio
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THMEX - Advisors' Inner Circle Fund III - CCT Thematic Equity Fund Institutional Shares
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Larson Financial Group LLC
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VIOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P Small-Cap 600 Growth Index Fund ETF Shares
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Fmr Llc
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Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
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SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
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T. Rowe Price Investment Management, Inc.
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CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A
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Phillips Wealth Planners LLC
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