WTFC / Wintrust Financial Corporation - Net Long/Short Value

Wintrust Financial Corporation
US ˙ NasdaqGS ˙ US97650W1080

WTFC / Wintrust Financial Corporation - 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)
CFMSX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Select Fund
Lighthouse Investment Partners, LLC
Rsm Us Wealth Management Llc
Janus Henderson Group Plc
SUNAMERICA SERIES TRUST - SA AB Small & Mid Cap Value Portfolio Class 2
HMCNX - HARBOR FUNDS - Harbor Mid Cap Fund Investor Class
Journey Strategic Wealth Llc
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
Puff Wealth Management, Llc
GMVAX - GOLDMAN SACHS TRUST - Goldman Sachs Small/Mid Cap Value Fund Class A
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Fortitude Family Office, LLC
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
Koesten, Hirschmann & Crabtree, INC.
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Eqis Capital Management, Inc.
PJFM - PGIM ETF TRUST - PGIM Jennison Focused Mid-Cap ETF
ADVANCED SERIES TRUST - AST T. Rowe Price Growth Opportunities Portfolio
RYKIX - RYDEX SERIES FUNDS - Banking Fund Investor Class
MUTUAL OF AMERICA INVESTMENT CORP - Small Cap Value Fund Class
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
CBOE Vest Financial, LLC
F/M Investments LLC
CSSAX - CARILLON SERIES TRUST - Carillon Scout Small Cap Fund Class A
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Rafferty Asset Management, LLC
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I
RYTRX - ROYCE FUND - Royce Total Return Fund Investment Class
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
Yousif Capital Management, Llc
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
Capital International Investors
Trust Co Of Vermont
Navellier & Associates Inc
Mercer Global Advisors Inc /adv
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
Two Sigma Securities, Llc
SATOX - BERNSTEIN SANFORD C FUND INC - Tax-Aware Overlay A Portfolio Class 1
Regions Financial Corp
Teacher Retirement System Of Texas
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
STXV - EA Series Trust - Strive 1000 Value ETF
Whittier Trust Co Of Nevada Inc
Cresset Asset Management, LLC
VSEIX - JPMorgan Trust I - JPMorgan Small Cap Equity Fund Class I
Parkside Financial Bank & Trust
Hilltop Holdings Inc.
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
State Street Corp
Retirement Systems of Alabama
N.E.W. Advisory Services LLC
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
Jennison Associates Llc
Westover Capital Advisors, LLC
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Park Avenue Securities Llc
FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
BlackRock, Inc.
Janney Montgomery Scott LLC
PENN SERIES FUNDS INC - Mid Cap Value Fund
Allianz Asset Management GmbH
EJF Capital LLC
RDVI - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Cboe Vest Rising Dividend Achievers Target Income ETF
GGUIX - abrdn Funds - abrdn Focused U.S. Small Cap Equity Fund Institutional Class
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
OWLLX - VALUED ADVISERS TRUST - CHANNING INTRINSIC VALUE SMALL-CAP FUND Institutional Class
Gamco Investors, Inc. Et Al
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
SBI Securities Co., Ltd.
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
Mach-1 Financial Group, Inc.
LRI Investments, LLC
Federation des caisses Desjardins du Quebec
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
SQLV - Legg Mason ETF Investment Trust - Legg Mason Small-Cap Quality Value ETF
Forum Financial Management, LP
Loomis Sayles & Co L P
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
one8zero8, LLC
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
Silvercrest Asset Management Group Llc
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
Rhumbline Advisers
FSCRX - FIDELITY CONCORD STREET TRUST - Fidelity Small Cap Discovery Fund
Moody Aldrich Partners Llc
Susquehanna Fundamental Investments, Llc
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
CHICAGO TRUST Co NA
John W. Rosenthal Capital Management, Inc.
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
Ensign Peak Advisors, Inc
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
THRIVENT SERIES FUND INC - Thrivent Mid Cap Value Portfolio Class A
Hartland & Co., LLC
Stifel Financial Corp
Covestor Ltd
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
RSVIX - RBC FUNDS TRUST - RBC Small Cap Value Fund Class I
VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
CTSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani Small Cap Growth Fund Class I
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Reinhart Partners, Inc.
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
Virginia Retirement Systems Et Al
Ci Investments Inc.
FJACX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Discovery Fund
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
Bay Harbor Wealth Management, LLC
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Oppenheimer & Co Inc
ExodusPoint Capital Management, LP
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Mid Cap Core Equity Fund Series I
CIBC Private Wealth Group, LLC
Ancora Advisors, LLC
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
Harbour Investments, Inc.
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Farther Finance Advisors, LLC
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
TVOAX - TOUCHSTONE FUNDS GROUP TRUST - TOUCHSTONE SMALL CAP VALUE FUND Class A
Western Pacific Wealth Management, LP
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
Readystate Asset Management Lp
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
Virtu Financial LLC
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
Highline Wealth Partners Llc
Sound Income Strategies, LLC
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
FSRBX - FIDELITY SELECT PORTFOLIOS - Banking Portfolio
HighTower Advisors, LLC
Hennessy Advisors Inc
Squarepoint Ops LLC
Pitcairn Co
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
GWM Advisors LLC
Nisa Investment Advisors, Llc
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
STXM - EA Series Trust - Strive Mid-Cap ETF
Atria Investments Llc
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Jnl Series Trust - Jnl Multi-manager Small Cap Value Fund (a)
MFCPX - M FUND INC - M Capital Appreciation Fund
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
Private Wealth Asset Management, LLC
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
RSEGX - VICTORY PORTFOLIOS - Victory RS Small Cap Growth Fund Class A
Well Done, LLC
Mount Yale Investment Advisors, LLC
Price T Rowe Associates Inc /md/
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
Burney Co/
LAZARD RETIREMENT SERIES INC - Lazard Retirement US Small-Mid Cap Equity Portfolio Service Shares
Federated Hermes, Inc.
DVLU - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Dorsey Wright Momentum & Value ETF
Strategic Investment Solutions, Inc. /IL
Holocene Advisors, LP
CTOGX - CALAMOS INVESTMENT TRUST/IL - Calamos Timpani SMID Growth Fund Class R6
Public Employees Retirement System Of Ohio
Norges Bank
FTHNX - Capitol Series Trust - Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Shares
Engineers Gate Manager LP
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
KESGX - Investment Managers Series Trust II - Kennedy Capital ESG SMID Cap Fund Institutional Class Shares
NPSGX - Advisors' Inner Circle Fund III - NICHOLAS PARTNERS SMALL CAP GROWTH FUND Institutional Shares
FSCAX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Value Fund Class A
ProShare Advisors LLC
State of Alaska, Department of Revenue
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
State Of Michigan Retirement System
Clearbridge Investments, LLC
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
Neuberger Berman Group LLC
DiNuzzo Private Wealth, Inc.
Voya Investment Management Llc
EverSource Wealth Advisors, LLC
RMB Capital Management, LLC
MML Series Investment Fund II - MML Small Cap Equity Fund Initial Class
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
SJS Investment Consulting Inc.
Flynn Zito Capital Management, Llc
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Elizabeth Park Capital Advisors, Ltd.
IYF - iSHARES TRUST - iShares U.S. Financials ETF
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
HSCVX - Two Roads Shared Trust - Hunter Small Cap Value Fund Class I
Tweedy, Browne Co LLC
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
Bruce G. Allen Investments, LLC
Sachetta, LLC
Mml Investors Services, Llc
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
Farringdon Capital, Ltd.
TMCVX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Value Fund Class S
Ameriprise Financial Inc
Argent Trust Co
CMNWX - PRINCIPAL FUNDS INC - Principal Capital Appreciation Fund (fka West Coast Equity Fund) Class A
KBWR - Invesco Exchange-Traded Fund Trust II - Invesco KBW Regional Banking ETF
JSIVX - JANUS INVESTMENT FUND - Janus Henderson Small Cap Value Fund Class L
Barclays Plc
Tredje AP-fonden
Amalgamated Bank
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
Nbc Securities, Inc.
Lightrock Netherlands B.V.
BRYN MAWR TRUST Co
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Maltese Capital Management Llc
Pnc Financial Services Group, Inc.
Providence Wealth Advisors, LLC
Commerce Bank
Ceredex Value Advisors LLC
Truist Financial Corp
Vestcor Inc
Richardson Financial Services Inc.
Huntington National Bank
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
High Note Wealth, LLC
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
Td Private Client Wealth Llc
JVSAX - JANUS INVESTMENT FUND - Janus Henderson Small-Mid Cap Value Fund Class A
Pathstone Holdings, LLC
Alpine Bank Wealth Management
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
Klp Kapitalforvaltning As
Keeley-Teton Advisors, LLC
HSSAX - FINANCIAL INVESTORS TRUST - Emerald Banking and Finance Fund Class A
KSMVX - Keeley Funds, Inc. - Keeley Small-Mid Cap Value Fund Class A
Advanced Series Trust - Ast J.p. Morgan Strategic Opportunities Portfolio
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Shell Asset Management Co
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
abrdn Funds - abrdn Focused U.S. Small Cap Active ETF
Russell Investments Group, Ltd.
Toroso Investments, LLC
Optiver Holding B.V.
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
True Wealth Design, LLC
ISMD - Northern Lights Fund Trust IV - Inspire Small/Mid Cap Impact ETF
Morgan Stanley
Louisiana State Employees Retirement System
Nicholas Investment Partners, LP
Park Square Financial Group, LLC
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Susquehanna Portfolio Strategies, LLC
Blair William & Co/il
PFG Advisors
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
Envestnet Portfolio Solutions, Inc.
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
Edgestream Partners, L.P.
Westwood Holdings Group Inc
Umb Bank N A/mo
KBE - SPDR SERIES TRUST - SPDR(R) S&P Bank ETF
Cwm, Llc
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
Treasurer of the State of North Carolina
Cerity Partners LLC
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
Profunds - Profund Vp Banks
Intrust Bank Na
Simplicity Wealth,LLC
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
Elevation Series Trust - RiverNorth Patriot ETF
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
Spdr S&p Midcap 400 Etf Trust
IWB - iSHARES TRUST - iShares Russell 1000 ETF
AGCVX - American Century World Mutual Funds Inc - Global Small Cap Fund Investor Class
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Integrated Wealth Concepts LLC
Guardian Variable Products Trust - Guardian Small-Mid Cap Core VIP Fund
New Mexico Educational Retirement Board
RSMOX - VICTORY PORTFOLIOS - Victory RS Mid Cap Growth Fund Class A
SECAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Small Cap II Fund - Class A
Kempen Capital Management N.v.
Crossmark Global Holdings, Inc.
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
Jefferies Financial Group Inc.
Concurrent Investment Advisors, LLC
Johnson Investment Counsel Inc
Chicago Capital, LLC
Xponance, Inc.
Fisher Asset Management, LLC
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
Financial Advisory Corp
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
Leeward Investments, LLC - MA
Rothschild Investment Llc
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
Principia Wealth Advisory, LLC
HighPoint Advisor Group LLC
First Horizon Advisors, Inc.
Fulton Bank, N.a.
Gabelli Funds Llc
Brinker Capital Investments, LLC
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Stephens Consulting, LLC
Nomura Asset Management Co Ltd
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
Maryland State Retirement & Pension System
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
VVSCX - VALIC Co I - Small Cap Value Fund
Jackson Creek Investment Advisors LLC
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
Brighthouse Funds Trust II - Loomis Sayles Small Cap Core Portfolio Class A
Fiera Capital Corp
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Qube Research & Technologies Ltd
Northern Trust Corp
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
Merit Financial Group, LLC
Global Alpha Capital Management Ltd.
Profund Advisors Llc
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
SG Americas Securities, LLC
Venturi Wealth Management, LLC
Future Fund LLC
Cullen/frost Bankers, Inc.
Lazard Asset Management Llc
NOMIX - Northern Funds - Northern Mid Cap Index Fund
VCGAX - VALIC Co I - Growth & Income Fund
QLMSIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Small Cap Growth Portfolio Class I
FHUMX - Federated Hermes Adviser Series - Federated Hermes U.S. SMID Fund Institutional Shares
PMDAX - PRINCIPAL FUNDS INC - Small-MidCap Dividend Income Fund Class A
Invesco Ltd.
Chicago Wealth Management, Inc.
Ronald Blue Trust, Inc.
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
Arcataur Capital Management LLC
Phillips Wealth Planners LLC
Teachers Retirement System Of The State Of Kentucky
Thrivent Core Funds - Thrivent Core Mid Cap Value Fund
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
GAMMA Investing LLC
Westfield Capital Management Co Lp
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
VICTORY VARIABLE INSURANCE FUNDS - Victory RS Small Cap Growth Equity VIP Series Class I
Gallagher Fiduciary Advisors, LLC
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
Captrust Financial Advisors
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Principal Capital Appreciation Account Class 1
Fifth Third Bancorp
Balyasny Asset Management Llc
CI Private Wealth, LLC
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
UBS Group AG
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
LSSCX - LOOMIS SAYLES FUNDS I - Loomis Sayles Small Cap Value Fund Institutional Class
Wedge Capital Management L L P/nc
FNY - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Growth AlphaDEX Fund
PENN SERIES FUNDS INC - Smid Cap Value Fund
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
LRSCX - LORD ABBETT RESEARCH FUND INC - Small-Cap Value Series Class A
SLLAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Small Cap Fund Class F
CIBC Asset Management Inc
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
JHSC - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I
EBI - RBB Fund Trust - Longview Advantage ETF
Twin Peaks Wealth Advisors, LLC
Adage Capital Partners Gp, L.l.c.
State of Wyoming
Quantinno Capital Management LP
Prudential Financial Inc
CBIZ Investment Advisory Services, LLC
SCSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Common Stock Fund Class A
MSCQX - Mercer Funds - Mercer US Small/Mid Cap Equity Fund Class I
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
Nuveen, LLC
Bogart Wealth, LLC
STXG - EA Series Trust - Strive 1000 Growth ETF
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Susquehanna International Group, Llp
PQJCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM Jennison Small-Cap Core Equity Fund Class R6
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
Drive Wealth Management, Llc
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs Mid Cap Value Fund Institutional
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
Private Trust Co Na
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
Frontier Capital Management Co Llc
FT Vest Rising Dividend Achievers Total Return Fund
Public Employees Retirement Association Of Colorado
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
Gitterman Wealth Management, LLC
Principal Financial Group Inc
Aurora Investment Counsel
Lindbrook Capital, Llc
Farmers & Merchants Investments Inc
Peregrine Capital Management Llc
FJ Capital Management LLC
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
Oppenheimer Asset Management Inc.
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
Great West Life Assurance Co /can/
Barr E S & Co
ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
Wiley Bros.-aintree Capital, Llc
EP Wealth Advisors, Inc.
Kennedy Capital Management, Inc.
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
FFSM - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Cap Opportunities ETF
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
Bank of New York Mellon Corp
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
REBYX - RUSSELL INVESTMENT CO - U.S. Small Cap Equity Fund Class Y
PSBMX - PRINCIPAL FUNDS, INC. - SmallCap Fund (fka SmallCap Blend Fund) R-3
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
FIL Ltd
STRLX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Mid Cap Value Fund A Shares
Maseco Llp
JMIVX - JANUS INVESTMENT FUND - Janus Henderson Mid Cap Value Fund Class L
Gen-Wealth Partners Inc
Northwestern Mutual Investment Management Company, Llc
Swiss National Bank
DHJJ Financial Advisors, Ltd.
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Calamos Advisors LLC
LZCOX - LAZARD FUNDS INC - Lazard US Small-Mid Cap Equity Portfolio Open Shares
Capital Advisors, Ltd. LLC
Twinbeech Capital Lp
Premier Fund Managers Ltd
Legato Capital Management LLC
Plante Moran Financial Advisors, LLC
State Board Of Administration Of Florida Retirement System
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
Connor, Clark & Lunn Investment Management Ltd.
GSXAX - Aberdeen Funds - Aberdeen U.S. Small Cap Equity Fund (formerly Aberdeen Small Cap Fund) Class A
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
Cornerstone Planning Group LLC
MSCFX - TRUST FOR PROFESSIONAL MANAGERS - Mairs & Power Small Cap Fund
Royal Bank Of Canada
Mark Sheptoff Financial Planning, Llc
Fifth Third Wealth Advisors LLC
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
Bare Financial Services, Inc
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
West Michigan Advisors, Llc
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
Verition Fund Management LLC
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
STSNX - STERLING CAPITAL FUNDS - Sterling Capital Stratton Small Cap Value Fund A Shares
Parkworth Wealth Management, Inc.
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
Us Bancorp \de\
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Channing Small Cap Value Fund Standard Class
Humankind Benefit Corp - Humankind US Stock ETF
BI Asset Management Fondsmaeglerselskab A/S
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
Principal Securities, Inc.
Rise Advisors, LLC
Interval Partners, LP
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Vestor Capital, Llc
RIFBX - RUSSELL INVESTMENT FUNDS - U.S. Small Cap Equity Fund
Raleigh Capital Management Inc.
Rosenberg Matthew Hamilton
Profunds - Profund Vp Mid-cap Value
Wolff Wiese Magana Llc
Ameritas Investment Partners, Inc.
Mutual Of America Capital Management Llc
GeoWealth Management, LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
Wealth Enhancement Advisory Services, Llc
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares
SMVIX - Sei Institutional Managed Trust - Simt Small Cap Value Fund Class I
EMGRX - NUVEEN INVESTMENT FUNDS INC - Nuveen Small Cap Select Fund Class A
CAGEX - Calamos Investment Trust/il - Calamos Global Equity Fund Class A
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF
Versant Capital Management, Inc
Congress Asset Management Co /ma
Harbor Capital Advisors, Inc.
Reyes Financial Architecture, Inc.
Skopos Labs, Inc.
North Star Investment Management Corp.
Hantz Financial Services, Inc.
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
DLBMX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Small Cap Opportunities Fund Class A
Fort Sheridan Advisors Llc
Alliancebernstein L.p.
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
Utah Retirement Systems
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
Bessemer Group Inc
ABASX - AB TRUST - AB Discovery Value Fund Class A
Private Wealth Management Group, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
Alyeska Investment Group, L.P.
Glen Eagle Advisors, LLC
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
CWM Advisors, LLC
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
Sei Investments Co
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Retirement Wealth Solutions LLC
State of Tennessee, Treasury Department
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
Deutsche Bank Ag\
Police & Firemen's Retirement System of New Jersey
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
FSSLX - FIDELITY CONCORD STREET TRUST - Fidelity Series Small Cap Core Fund
TFO USA Ltd
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
NSDVX - NORTHERN LIGHTS FUND TRUST II - North Star Dividend Fund Class I Shares
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
JustInvest LLC
Guggenheim Capital Llc
California State Teachers Retirement System
Acadian Asset Management Llc
Jones Financial Companies Lllp
Mariner, LLC
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Universal- Beteiligungs- und Servicegesellschaft mbH
Advanced Series Trust - Ast Advanced Strategies Portfolio
Emerald Mutual Fund Advisers Trust
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
Brown Brothers Harriman & Co
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
Cambridge Investment Research Advisors, Inc.
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
Advanced Series Trust - Ast Small-cap Growth Portfolio
Aqr Capital Management Llc
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
MAI Capital Management
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
ESCQX - Harbor Funds II - Embark Small Cap Equity Fund Retirement Class
American Century Companies Inc
State Of Wisconsin Investment Board
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
Callan Family Office, LLC
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
Stephenson National Bank & Trust
Steward Partners Investment Advisory, Llc
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Small/Mid Cap Value Portfolio Class A
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
Charles Schwab Investment Management Inc
Earnest Partners Llc
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
Shaker Investments Llc/oh
Atticus Wealth Management, Llc
Access Investment Management LLC
BKPIX - Profunds - Banks Ultrasector Profund Investor Class
RPMAX - Managed Portfolio Series - Reinhart Genesis PMV Fund Investor Class
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
Icon Wealth Advisors, LLC
KBC Group NV
Coldstream Capital Management Inc
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
FTXO - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Nasdaq Bank ETF
Assetmark, Inc
Clark Capital Management Group, Inc.
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
Avantax Advisory Services, Inc.
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
LFVAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Focused Small Cap Value Fund Class A
MLPIX - Profunds - Mid-cap Value Profund Investor Class
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Bnp Paribas Arbitrage, Sa
Legal & General Group Plc
Manufacturers Life Insurance Company, The
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
ROSS\JOHNSON & Associates LLC
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
Harvest Fund Management Co., Ltd
MeadowBrook Investment Advisors LLC
Keybank National Association/oh
CVGRX - CALAMOS INVESTMENT TRUST/IL - Calamos Growth Fund Class A
Quest Partners LLC
BNP Paribas Asset Management Holding S.A.
Thrivent Financial For Lutherans
Channing Capital Management, LLC
Millstone Evans Group, LLC
Raymond James Financial Inc
Comerica Bank
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Pensionmark Financial Group, Llc
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
Key FInancial Inc
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Oregon Public Employees Retirement Fund
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
Stieven Capital Advisors, L.P.
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
Quarry LP
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
JOPPX - JOHNSON MUTUAL FUNDS TRUST - Johnson Opportunity Fund
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
Country Trust Bank
Tudor Investment Corp Et Al
DAACX - Adviser Managed Trust - Diversified Equity Fund
Phocas Financial Corp.
Snowden Capital Advisors LLC
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
Creative Planning
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Mid Cap Fund Class R6
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
RSDGX - VICTORY PORTFOLIOS - Victory RS Select Growth Fund Class A
MetLife Investment Management, LLC
SPSCX - STERLING CAPITAL FUNDS - Sterling Capital Behavioral Small Cap Value Equity Fund INSTITUTIONAL SHARES
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
Guardian Variable Products Trust - Guardian Small Cap Core VIP Fund
Schaper Benz & Wise Investment Counsel Inc/wi
IFP Advisors, Inc
Jane Street Group, Llc
VMIDX - VALIC Co I - Mid Cap Index Fund
Axa S.a.
M&t Bank Corp
Massmutual Trust Co Fsb/adv
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
APSLX - MAINSTAY FUNDS TRUST - MainStay Fiera SMID Growth Fund Class C
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
IMA Wealth, Inc.
HSFNX - HENNESSY FUNDS TRUST - Hennessy Small Cap Financial Fund Investor Class
RYDEX VARIABLE TRUST - Banking Fund Variable Annuity
Texas Permanent School Fund
EQ ADVISORS TRUST - EQ/Goldman Sachs Mid Cap Value Portfolio Class IB
SSGSX - VICTORY PORTFOLIOS - Victory Sycamore Small Company Opportunity Fund Class A
Savant Capital, LLC
Quadrant Capital Group Llc
Nuveen S&p 500 Dynamic Overwrite Fund
Cape Investment Advisory, Inc.
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
Pineridge Advisors LLC
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
LMARX - Legg Mason Global Asset Management Trust - ClearBridge Small Cap Fund Class R
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
Bartlett & Co. Wealth Management Llc
Inspirion Wealth Advisors, Llc
Vanguard Group Inc
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Bayforest Capital Ltd
Wells Fargo & Company/mn
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
Kovitz Investment Group Partners, LLC
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Opal Wealth Advisors, LLC
WOOPX - JPMORGAN TRUST II - JPMorgan Intrepid Mid Cap Fund Class I
SRS Capital Advisors, Inc.
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
Dynamic Technology Lab Private Ltd
ADVANCED SERIES TRUST - AST J.P. Morgan Global Thematic Portfolio
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Small Cap Fund Series II
Zacks Investment Management
Westside Investment Management, Inc.
Hemington Wealth Management
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Jfs Wealth Advisors, Llc
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I
TFC Financial Management
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
UMPIX - Profunds - Ultramid-cap Profund Investor Class
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
Allspring Global Investments Holdings, LLC
Albert D Mason Inc
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
New York State Teachers Retirement System
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
Aptus Capital Advisors, LLC
First Trust Advisors Lp
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Arizona State Retirement System
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
HFM Investment Advisors, LLC
AdvisorNet Financial, Inc
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
TAAGX - TIMOTHY PLAN - Timothy Aggressive Growth Fund Class A
NDVAX - MFS SERIES TRUST XIII - MFS New Discovery Value Fund A
Creative Financial Designs Inc /adv
Mason Capital Fund Trust - Fundamentals First ETF
LPL Financial LLC
Glenmede Trust Co Na
Millennium Management Llc
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
Global Retirement Partners, LLC
Evergreen Capital Management Llc
CWSGX - CARILLON SERIES TRUST - Carillon Chartwell Small Cap Growth Fund Class Chartwell
Arlington Trust Co LLC
Granite Investment Partners, LLC
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
Dana Investment Advisors, Inc.
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
New York State Common Retirement Fund
Riggs Asset Managment Co. Inc.
Allworth Financial LP
VSFAX - FEDERATED EQUITY FUNDS - Federated Clover Small Value Fund Class A Shares
Fuller & Thaler Asset Management, Inc.
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Orion Portfolio Solutions, LLC
Standard Life Aberdeen plc
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
Simplex Trading, Llc
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
VEVFX - VANGUARD SCOTTSDALE FUNDS - Vanguard Explorer Value Fund Investor Shares
Strs Ohio
Bank Of America Corp /de/
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Sterling Capital Management LLC
Boston Partners
Smartleaf Asset Management LLC
MFS VARIABLE INSURANCE TRUST III - MFS New Discovery Value Portfolio Initial Class
Schonfeld Strategic Advisors LLC
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
Norris Perne & French Llp/mi
Css Llc/il
Greenleaf Trust
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
Rehmann Capital Advisory Group
Tower Research Capital LLC (TRC)
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
GW&K Investment Management, LLC
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
Lord, Abbett & Co. Llc
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
Cetera Investment Advisers
Cinctive Capital Management LP
Rossby Financial, LCC
NBMIX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Small Cap Growth Fund Investor Class
Citadel Advisors Llc
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
United Capital Financial Advisers, Llc
Ameritas Advisory Services, LLC
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares
Van Strum & Towne Inc.
GSMCX - GOLDMAN SACHS TRUST - Goldman Sachs Mid Cap Value Fund Institutional
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - SmallCap Account Class 1
HASGX - HARBOR FUNDS - Harbor Small Cap Growth Fund Institutional Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
PGOAX - PRUDENTIAL JENNISON SMALL CO FUND, INC. - PGIM JENNISON SMALL COMPANY FUND Class A
Victory Capital Management Inc
Ubs Asset Management Americas Inc
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
Resources Investment Advisors, LLC.
Azora Capital LP
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
Tsfg, Llc
SMLL - Harbor ETF Trust - Harbor Active Small Cap ETF
ONEQ - FIDELITY COMMONWEALTH TRUST - Fidelity Nasdaq Composite Index Tracking Stock
Thrivent Core Funds - Thrivent Core Small Cap Value Fund
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
Park Place Capital Corp
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Value Portfolio Small Company Value Portfolio
Mairs & Power Inc
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
Beverly Hills Private Wealth, LLC
OSCV - ETF Series Solutions - Opus Small Cap Value ETF
REAP Financial Group, LLC
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
Shelton Capital Management
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Envestnet Asset Management Inc
IAT - iSHARES TRUST - iShares U.S. Regional Banks ETF
Siena Capital Partners GP, LLC
Exchange Traded Concepts, Llc
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
FCPVX - FIDELITY SECURITIES FUND - Fidelity Small Cap Value Fund
Jpmorgan Chase & Co
Dimensional Fund Advisors Lp
Hunter Perkins Capital Management, LLC
Hughes Financial Services, LLC
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
State of New Jersey Common Pension Fund D
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
SASVX - VIRTUS ASSET TRUST - Virtus Ceredex Small-Cap Value Equity Fund Class A
Amplify ETF Trust - Amplify Etho Climate Leadership U.S. ETF
Zurcher Kantonalbank (Zurich Cantonalbank)
Avion Wealth
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
RDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Rising Dividend Achievers ETF
Capstone Financial Advisors, Inc.
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
Tortoise Investment Management, LLC
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
Pekin Hardy Strauss, Inc.
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
Centiva Capital, LP
Larson Financial Group LLC
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
CoreCap Advisors, LLC
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
Geode Capital Management, Llc
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
Natixis Advisors, L.p.
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
Rialto Wealth Management, LLC
Barrow Hanley Mewhinney & Strauss Llc
FHESX - Federated Adviser Series - Federated Hermes SDG Engagement Equity Fund Institutional Shares
LVOAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Value Opportunities Fund Class A
Geneos Wealth Management Inc.
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
Parallel Advisors, LLC
American Trust
SASMX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Small Cap Growth Fund Class A
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
NSCS - Nushares ETF Trust - Nuveen Small Cap Select ETF
Handelsbanken Fonder AB
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
MML SERIES INVESTMENT FUND - MML Small/Mid Cap Value Fund Initial Class
Citigroup Inc
Ethic Inc.
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
Advisor Group Holdings, Inc.
Pictet Asset Management Holding SA
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
Securian Asset Management, Inc
EFG Asset Management (North America) Corp.
WPG Advisers, LLC
Commonwealth Equity Services, Llc
Goldman Sachs Group Inc
GWGIX - Amg Funds - Amg Gw&k Small/mid Cap Fund Class I
DRW Securities, LLC
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
AIM GROWTH SERIES (INVESCO GROWTH SERIES) - Invesco Oppenheimer Main Street Small Cap Fund Class R6
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
NewSquare Capital LLC
Profunds - Profund Vp Ultramid-cap
MQS Management LLC
Profunds - Profund Vp Mid-cap Growth
JAMVX - JANUS ASPEN SERIES - Janus Henderson Mid Cap Value Portfolio Service Shares
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
Signaturefd, Llc
Bank Of Montreal /can/
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
SAOOX - BERNSTEIN SANFORD C FUND INC - Overlay A Portfolio Class 1
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Paulson Wealth Management Inc.
PCSGX - PACE SELECT ADVISORS TRUST - PACE Small/Medium Co Growth Equity Investments Class P
Sapience Investments, LLC
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
MDPIX - Profunds - Mid-cap Profund Investor Class
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
Princeton Capital Management Llc
Cromwell Holdings LLC
Fmr Llc
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
Glenmede Investment Management, LP
Bell Investment Advisors, Inc
SOUTH STATE Corp
Inspire Advisors, LLC
Oliver Luxxe Assets LLC
TEEAX - RBC FUNDS TRUST - RBC Small Cap Core Fund A Shares
Freestone Grove Partners LP
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
Advisors Asset Management, Inc.
Northwestern Mutual Wealth Management Co
Whittier Trust Co
California Public Employees Retirement System
Royce & Associates Lp
One Capital Management, LLC
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