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MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
|
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JustInvest LLC
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Quadrant Capital Group Llc
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FXD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Discretionary AlphaDEX Fund
|
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FTVNX - Capitol Series Trust - Fuller & Thaler Behavioral Mid-Cap Value Fund Investor Shares
|
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Farmers & Merchants Investments Inc
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LPL Financial LLC
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Pictet Asset Management Holding SA
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DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
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Nbc Securities, Inc.
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FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
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BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
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Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
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Advisor Group Holdings, Inc.
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Manufacturers Life Insurance Company, The
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Versant Capital Management, Inc
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SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
|
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HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
|
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THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
|
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EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
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Comerica Bank
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TEPLX - TEMPLETON GROWTH FUND INC - Templeton Growth Fund, Inc. Class A
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Hrt Financial Lp
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Aquatic Capital Management LLC
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Brevan Howard Capital Management LP
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Fort Washington Investment Advisors Inc /oh/
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APHNX - ARTISAN PARTNERS FUNDS INC - Artisan Select Equity Fund Institutional Shares
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VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
|
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Delta Asset Management Llc/tn
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Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
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Rise Advisors, LLC
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FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
|
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Social Awareness Fund Standard Class
|
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Panagora Asset Management Inc
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Goldman Sachs Group Inc
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Teachers Retirement System Of The State Of Kentucky
|
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Nicolet Advisory Services, Llc
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CGGR - Capital Group Growth ETF - Capital Group Growth ETF Share Class
|
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Guardian Variable Products Trust - Guardian Select Mid Cap Core VIP Fund
|
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FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
|
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VCDAX - VANGUARD WORLD FUND - Vanguard Consumer Discretionary Index Fund Admiral Shares
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XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
|
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Steward Partners Investment Advisory, Llc
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EQ ADVISORS TRUST - EQ/Capital Group Research Portfolio Class IB
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Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
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BMSFX - MFS SERIES TRUST X - MFS Blended Research Mid Cap Equity Fund A
|
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Price T Rowe Associates Inc /md/
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CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
|
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DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
|
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Envestnet Asset Management Inc
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NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
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SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
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Massmutual Trust Co Fsb/adv
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BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
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O'shaughnessy Asset Management, Llc
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CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
|
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CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
|
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NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
|
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QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
|
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AMERICAN FUNDS INSURANCE SERIES - Growth Fund Class 1
|
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PENN SERIES FUNDS INC - Small Cap Growth Fund
|
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Skandinaviska Enskilda Banken AB (publ)
|
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Rialto Wealth Management, LLC
|
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DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
|
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Alliancebernstein L.p.
|
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Profunds - Profund Vp Ultramid-cap
|
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GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
|
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MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
|
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RYDEX VARIABLE TRUST - Leisure Fund Variable Annuity
|
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UBS Group AG
|
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M&t Bank Corp
|
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DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
|
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Riverwater Partners LLC
|
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IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
|
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Elo Mutual Pension Insurance Co
|
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NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
|
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VFMO - VANGUARD WELLINGTON FUND - Vanguard U.S. Momentum Factor ETF ETF Shares
|
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Cadent Capital Advisors, LLC
|
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Sarasin & Partners LLP
|
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Pnc Financial Services Group, Inc.
|
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DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
|
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QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
|
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|
Oppenheimer Asset Management Inc.
|
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DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
|
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|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
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|
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
|
|
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|
Teacher Retirement System Of Texas
|
|
|
|
|
|
PAMC - Pacer Funds Trust - Pacer Lunt MidCap Multi-Factor Alternator ETF
|
|
|
|
|
|
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
|
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|
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
|
|
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|
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
|
|
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|
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
|
|
|
|
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|
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
|
|
|
|
|
|
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
|
|
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|
|
JMVNX - John Hancock Funds II - Mid Value Fund Class NAV
|
|
|
|
|
|
Maseco Llp
|
|
|
|
|
|
Ensign Peak Advisors, Inc
|
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|
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|
|
Penserra Capital Management LLC
|
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|
|
|
Bank of New York Mellon Corp
|
|
|
|
|
|
Fractal Investments LLC
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund Standard Class
|
|
|
|
|
|
Ieq Capital, Llc
|
|
|
|
|
|
Nisa Investment Advisors, Llc
|
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|
|
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|
MFS VARIABLE INSURANCE TRUST - MFS Investors Trust Series Initial Class
|
|
|
|
|
|
Sei Investments Co
|
|
|
|
|
|
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A
|
|
|
|
|
|
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
|
|
|
|
|
|
RYLIX - RYDEX SERIES FUNDS - Leisure Fund Investor Class
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
|
|
|
|
|
|
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
|
|
|
|
|
|
VVJEX - Voya EQUITY TRUST - Voya VACS Series MCV Fund
|
|
|
|
|
|
Rsm Us Wealth Management Llc
|
|
|
|
|
|
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
|
|
|
|
|
|
BNY MELLON INVESTMENT PORTFOLIOS - Midcap Stock Portfolio - Initial Shares
|
|
|
|
|
|
Frazier Financial Advisors, LLC
|
|
|
|
|
|
SRS Capital Advisors, Inc.
|
|
|
|
|
|
Schroder Investment Management Group
|
|
|
|
|
|
MetLife Investment Management, LLC
|
|
|
|
|
|
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
|
|
|
|
|
|
KBC Group NV
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
|
|
|
|
|
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
|
|
|
|
|
|
National Bank Of Canada /fi/
|
|
|
|
|
|
FMCDX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Stock Selector Mid Cap Fund Class A
|
|
|
|
|
|
Neuberger Berman Group LLC
|
|
|
|
|
|
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
|
|
|
|
|
|
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
|
|
|
|
|
|
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
|
|
|
|
|
|
NEXTX - SHELTON FUNDS - Shelton Green Alpha Fund
|
|
|
|
|
|
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
|
|
|
|
|
|
IMC-Chicago, LLC
|
|
|
|
|
|
Russell Investments Group, Ltd.
|
|
|
|
|
|
Bank Of America Corp /de/
|
|
|
|
|
|
Whittier Trust Co Of Nevada Inc
|
|
|
|
|
|
Bnp Paribas Arbitrage, Sa
|
|
|
|
|
|
Voya Investment Management Llc
|
|
|
|
|
|
State of Wyoming
|
|
|
|
|
|
HNMDX - HEARTLAND GROUP INC - HEARTLAND MID CAP VALUE FUND Institutional Class
|
|
|
|
|
|
VMSGX - VALIC Co I - Mid Cap Strategic Growth Fund
|
|
|
|
|
|
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
|
|
|
|
|
|
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
|
|
|
|
|
|
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
|
|
|
|
|
|
Meiji Yasuda Asset Management Co Ltd.
|
|
|
|
|
|
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
|
|
|
|
|
|
Capital International Investors
|
|
|
|
|
|
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
|
|
|
|
|
|
TMFCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Mid Cap Value Fund Class C
|
|
|
|
|
|
Concentric Capital Strategies, LP
|
|
|
|
|
|
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
|
|
|
|
|
|
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
|
|
|
|
|
|
Louisiana State Employees Retirement System
|
|
|
|
|
|
Schonfeld Strategic Advisors LLC
|
|
|
|
|
|
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
|
|
|
|
|
|
SEMCX - Sei Institutional Managed Trust - Simt Mid Cap Fund Class F
|
|
|
|
|
|
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
|
|
|
|
|
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
|
|
|
|
|
Holocene Advisors, LP
|
|
|
|
|
|
Bruce G. Allen Investments, LLC
|
|
|
|
|
|
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
|
|
|
|
|
|
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
|
|
|
|
|
|
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
|
|
|
|
|
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
|
|
|
|
|
JMOM - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Momentum Factor ETF
|
|
|
|
|
|
Smartleaf Asset Management LLC
|
|
|
|
|
|
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
|
|
|
|
|
|
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
|
|
|
|
|
|
Perbak Capital Partners LLP
|
|
|
|
|
|
Franklin Templeton Variable Insurance Products Trust - Templeton Growth Vip Fund Class 1
|
|
|
|
|
|
Northwestern Mutual Investment Management Company, Llc
|
|
|
|
|
|
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
|
|
|
|
|
|
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Blended Research Core Equity Portfolio Initial Class
|
|
|
|
|
|
Principal Financial Group Inc
|
|
|
|
|
|
FCEUX - FRANKLIN FUND ALLOCATOR SERIES - Franklin U.S. Core Equity (IU) Fund Advisor
|
|
|
|
|
|
Exencial Wealth Advisors, Llc
|
|
|
|
|
|
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
|
|
|
|
|
|
Rosenberg Matthew Hamilton
|
|
|
|
|
|
First Trust Advisors Lp
|
|
|
|
|
|
Wedge Capital Management L L P/nc
|
|
|
|
|
|
Stifel Financial Corp
|
|
|
|
|
|
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
|
|
|
|
|
|
Permanent Capital Management, LP
|
|
|
|
|
|
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
|
|
|
|
|
|
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
|
|
|
|
|
|
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
|
|
|
|
|
|
D. E. Shaw & Co., Inc.
|
|
|
|
|
|
Nissay Asset Management Corp /japan/ /adv
|
|
|
|
|
|
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
|
|
|
|
|
|
High Note Wealth, LLC
|
|
|
|
|
|
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
|
|
|
|
|
|
Jfs Wealth Advisors, Llc
|
|
|
|
|
|
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
|
|
|
|
|
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
|
|
|
|
|
JAGWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Value Trust NAV
|
|
|
|
|
|
Artisan Partners Limited Partnership
|
|
|
|
|
|
Principal Securities, Inc.
|
|
|
|
|
|
NOMIX - Northern Funds - Northern Mid Cap Index Fund
|
|
|
|
|
|
AATIX - ANCORA TRUST - Ancora/Thelen Small-Mid Cap Class I
|
|
|
|
|
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
|
|
|
|
|
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
|
|
|
|
|
|
Palisade Capital Management Llc/nj
|
|
|
|
|
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
|
|
|
|
|
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
|
|
|
|
|
|
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
|
|
|
|
|
|
Jpmorgan Chase & Co
|
|
|
|
|
|
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
|
|
|
|
|
|
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
|
|
|
|
|
|
Franklin Street Advisors Inc /nc
|
|
|
|
|
|
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
|
|
|
|
|
|
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
|
|
|
|
|
|
Hemington Wealth Management
|
|
|
|
|
|
State of Alaska, Department of Revenue
|
|
|
|
|
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
|
|
|
|
|
Arrowstreet Capital, Limited Partnership
|
|
|
|
|
|
Trexquant Investment LP
|
|
|
|
|
|
Ameritas Investment Partners, Inc.
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
|
|
|
|
|
|
Legal & General Group Plc
|
|
|
|
|
|
Larson Financial Group LLC
|
|
|
|
|
|
Summit Financial, LLC
|
|
|
|
|
|
Parallel Advisors, LLC
|
|
|
|
|
|
Quantinno Capital Management LP
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
|
|
|
|
|
|
Wolff Wiese Magana Llc
|
|
|
|
|
|
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
|
|
|
|
|
|
California State Teachers Retirement System
|
|
|
|
|
|
IMCVX - Voya EQUITY TRUST - Voya Multi-Manager Mid Cap Value Fund Class I
|
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|
Westpac Banking Corp
|
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|
Bayesian Capital Management, LP
|
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DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
|
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|
Souders Financial Advisors
|
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|
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
|
|
|
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|
|
Manchester Capital Management LLC
|
|
|
|
|
|
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
|
|
|
|
|
|
UMPIX - Profunds - Ultramid-cap Profund Investor Class
|
|
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|
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
|
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|
Nuveen, LLC
|
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|
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
|
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|
XFBRX - VARIABLE INSURANCE PRODUCTS FUND III - Mid Cap Portfolio Investor Class
|
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|
|
|
|
FNKFX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock K6 Fund
|
|
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|
Renaissance Technologies Llc
|
|
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|
Bay Harbor Wealth Management, LLC
|
|
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|
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
|
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|
Fifth Third Wealth Advisors LLC
|
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|
Wells Fargo & Company/mn
|
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|
Us Bancorp \de\
|
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Walleye Trading LLC
|
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Mutual Of America Capital Management Llc
|
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|
DecisionPoint Financial, LLC
|
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|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
|
|
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|
Guardian Variable Products Trust - Guardian Mid Cap Traditional Growth VIP Fund
|
|
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|
Great West Life Assurance Co /can/
|
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|
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
|
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|
State Street Corp
|
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|
Grantham, Mayo, Van Otterloo & Co. LLC
|
|
|
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|
|
Ivy Variable Insurance Portfolios - Ivy VIP Small Cap Core Class II
|
|
|
|
|
|
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
|
|
|
|
|
|
SUNAMERICA SERIES TRUST - SA MFS Massachusetts Investors Trust Portfolio Class 1
|
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|
MFWTX - MFS SERIES TRUST VI - MFS Global Total Return Fund A
|
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|
CIBC Asset Management Inc
|
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|
Citadel Advisors Llc
|
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VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
|
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JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
|
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|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
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|
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
|
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|
Allianz Asset Management GmbH
|
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|
Cwm, Llc
|
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Financial Management Professionals, Inc.
|
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Atlantic Trust, LLC
|
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Hudson Bay Capital Management LP
|
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BRUDX - MFS SERIES TRUST X - MFS Blended Research Value Equity Fund A
|
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|
Citigroup Inc
|
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|
LGT Financial Advisors LLC
|
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Utah Retirement Systems
|
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Capital International Sarl
|
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IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
|
|
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|
Clean Yield Group
|
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|
Charles Schwab Investment Management Inc
|
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State of New Jersey Common Pension Fund D
|
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Guggenheim Capital Llc
|
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IWB - iSHARES TRUST - iShares Russell 1000 ETF
|
|
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|
Fortitude Family Office, LLC
|
|
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|
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
|
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|
Advanced Series Trust - Ast Small-cap Growth Portfolio
|
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|
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
|
|
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|
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
|
|
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|
|
MAI Capital Management
|
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|
Tudor Investment Corp Et Al
|
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|
Farallon Capital Management Llc
|
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|
Federation des caisses Desjardins du Quebec
|
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Janus Henderson Group Plc
|
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BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
|
|
|
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|
|
Atlantic Edge Private Wealth Management, LLC
|
|
|
|
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|
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
|
|
|
|
|
|
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
|
|
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|
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
|
|
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|
|
Dimensional Fund Advisors Lp
|
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|
PineBridge Investments, L.P.
|
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|
Glenmede Trust Co Na
|
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|
OTCAX - MFS SERIES TRUST IV - MFS Mid Cap Growth Fund A
|
|
|
|
|
|
Gluskin Sheff & Assoc Inc
|
|
|
|
|
|
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND IV - Consumer Discretionary Portfolio Initial Class
|
|
|
|
|
|
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
|
|
|
|
|
|
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
|
|
|
|
|
|
Spdr S&p Midcap 400 Etf Trust
|
|
|
|
|
|
IHT Wealth Management, LLC
|
|
|
|
|
|
Black Creek Investment Management Inc.
|
|
|
|
|
|
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
|
|
|
|
|
|
New York State Common Retirement Fund
|
|
|
|
|
|
Jnl Series Trust - Jnl/mfs Mid Cap Value Fund Jnl/mfs Mid Cap Value Fund (a)
|
|
|
|
|
|
SG Americas Securities, LLC
|
|
|
|
|
|
Massachusetts Financial Services Co /ma/
|
|
|
|
|
|
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
|
|
|
|
|
|
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
|
|
|
|
|
|
Wealth Enhancement Advisory Services, Llc
|
|
|
|
|
|
Raymond James Financial Inc
|
|
|
|
|
|
Osterweis Capital Management Inc
|
|
|
|
|
|
Abacus Planning Group, Inc.
|
|
|
|
|
|
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
|
|
|
|
|
|
JAAGX - JANUS ASPEN SERIES - Janus Henderson Enterprise Portfolio Service Shares
|
|
|
|
|
|
VMIDX - VALIC Co I - Mid Cap Index Fund
|
|
|
|
|
|
NMUAX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Multi-Cap Opportunities Fund Class A
|
|
|
|
|
|
Geode Capital Management, Llc
|
|
|
|
|
|
Twin Peaks Wealth Advisors, LLC
|
|
|
|
|
|
GOP - Tidal ETF Trust - Unusual Whales Subversive Republican Trading ETF
|
|
|
|
|
|
New York Life Investment Management Llc
|
|
|
|
|
|
JATTX - JANUS INVESTMENT FUND - Janus Henderson Triton Fund Class T
|
|
|
|
|
|
Hantz Financial Services, Inc.
|
|
|
|
|
|
ProShare Advisors LLC
|
|
|
|
|
|
Alua Capital Management LP
|
|
|
|
|
|
Victory Capital Management Inc
|
|
|
|
|
|
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
|
|
|
|
|
|
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
|
|
|
|
|
|
Aqr Capital Management Llc
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
|
|
|
|
|
|
Parkside Financial Bank & Trust
|
|
|
|
|
|
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
|
|
|
|
|
|
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
|
|
|
|
|
|
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
|
|
|
|
|
|
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
|
|
|
|
|
|
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
|
|
|
|
|
|
SBI Securities Co., Ltd.
|
|
|
|
|
|
Sunriver Management LLC
|
|
|
|
|
|
Mercer Global Advisors Inc /adv
|
|
|
|
|
|
SummitTX Capital, L.P.
|
|
|
|
|
|
Ameriprise Financial Inc
|
|
|
|
|
|
Texas Permanent School Fund
|
|
|
|
|
|
Wolverine Trading, Llc
|
|
|
|
|
|
IWV - iSHARES TRUST - iShares Russell 3000 ETF
|
|
|
|
|
|
Invesco Ltd.
|
|
|
|
|
|
ISCB - iSHARES TRUST - iShares Morningstar Small-Cap ETF
|
|
|
|
|
|
DiNuzzo Private Wealth, Inc.
|
|
|
|
|
|
Channing Capital Management, LLC
|
|
|
|
|
|
State of Tennessee, Treasury Department
|
|
|
|
|
|
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
|
|
|
|
|
|
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
|
|
|
|
|
|
Mariner, LLC
|
|
|
|
|
|
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
|
|
|
|
|
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
|
|
|
|
|
|
XMVM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Value with Momentum ETF
|
|
|
|
|
|
WPG Advisers, LLC
|
|
|
|
|
|
Eaton Vance Tax-managed Global Diversified Equity Income Fund
|
|
|
|
|
|
Strs Ohio
|
|
|
|
|
|
Amalgamated Bank
|
|
|
|
|
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
|
|
|
|
|
Public Employees Retirement System Of Ohio
|
|
|
|
|
|
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
|
|
|
|
|
|
Covestor Ltd
|
|
|
|
|
|
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
|
|
|
|
|
|
Deutsche Bank Ag\
|
|
|
|
|
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
|
|
|
|
|
DMCVX - BNY Mellon Advantage Funds, Inc. - BNY Mellon Opportunistic Midcap Value Fund Class A
|
|
|
|
|
|
Public Employees Retirement Association Of Colorado
|
|
|
|
|
|
Eaton Vance Tax Advantaged Global Dividend Income Fund
|
|
|
|
|
|
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
|
|
|
|
|
|
EADIX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Tax-Managed Global Dividend Income Fund Class A
|
|
|
|
|
|
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
|
|
|
|
|
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
|
|
|
|
|
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
|
|
|
|
|
|
Shikiar Asset Management Inc
|
|
|
|
|
|
TMSL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Small-Mid Cap ETF
|
|
|
|
|
|
Police & Firemen's Retirement System of New Jersey
|
|
|
|
|
|
Ilex Capital Partners (UK) LLP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Janus Enterprise Portfolio Class IB
|
|
|
|
|
|
ISCV - iSHARES TRUST - iShares Morningstar Small-Cap Value ETF
|
|
|
|
|
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
|
|
|
|
|
|
LRI Investments, LLC
|
|
|
|
|
|
Cerity Partners LLC
|
|
|
|
|
|
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
|
|
|
|
|
|
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I
|
|
|
|
|
|
Captrust Financial Advisors
|
|
|
|
|
|
Xponance, Inc.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
|
|
|
|
|
|
Umb Bank N A/mo
|
|
|
|
|
|
Sepio Capital, LP
|
|
|
|
|
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
|
|
|
|
|
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
|
|
|
|
|
|
Treasurer of the State of North Carolina
|
|
|
|
|
|
Cetera Investment Advisers
|
|
|
|
|
|
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
|
|
|
|
|
|
FIL Ltd
|
|
|
|
|
|
Thrivent Financial For Lutherans
|
|
|
|
|
|
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
|
|
|
|
|
|
Public Sector Pension Investment Board
|
|
|
|
|
|
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
|
|
|
|
|
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
|
|
|
|
|
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
|
|
|
|
|
|
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
|
|
|
|
|
|
DELAWARE VIP TRUST - Delaware VIP Opportunity Series Standard
|
|
|
|
|
|
Hartland & Co., LLC
|
|
|
|
|
|
Cornerstone Planning Group LLC
|
|
|
|
|
|
Group One Trading, L.p.
|
|
|
|
|
|
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
|
|
|
|
|
|
Skopos Labs, Inc.
|
|
|
|
|
|
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
|
|
|
|
|
|
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
|
|
|
|
|
|
XTX Topco Ltd
|
|
|
|
|
|
Peak6 Llc
|
|
|
|
|
|
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
|
|
|
|
|
|
TRANSAMERICA SERIES TRUST - Transamerica Janus Mid-Cap Growth VP Initial
|
|
|
|
|
|
Jones Financial Companies Lllp
|
|
|
|
|
|
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
|
|
|
|
|
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
|
|
|
|
|
Warren Averett Asset Management, LLC
|
|
|
|
|
|
Nomura Asset Management Co Ltd
|
|
|
|
|
|
IEDI - iShares U.S. ETF Trust - iShares Evolved U.S. Discretionary Spending ETF
|
|
|
|
|
|
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
|
|
|
|
|
|
Strategic Planning, Inc.
|
|
|
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
|
|
|
|
|
|
Profunds - Profund Vp Mid-cap Value
|
|
|
|
|
|
Hsbc Holdings Plc
|
|
|
|
|
|
True Wealth Design, LLC
|
|
|
|
|
|
Capital Group Private Client Services, Inc.
|
|
|
|
|
|
Soros Fund Management Llc
|
|
|
|
|
|
WealthTrak Capital Management LLC
|
|
|
|
|
|
Arizona State Retirement System
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Ivy Mid Cap Growth Portfolio Class IB
|
|
|
|
|
|
HighTower Advisors, LLC
|
|
|
|
|
|
Handelsbanken Fonder AB
|
|
|
|
|
|
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
|
|
|
|
|
|
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
|
|
|
|
|
|
Harbour Investments, Inc.
|
|
|
|
|
|
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
|
|
|
|
|
|
CI Private Wealth, LLC
|
|
|
|
|
|
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
|
|
|
|
|
|
PointState Capital LP
|
|
|
|
|
|
Brown Brothers Harriman & Co
|
|
|
|
|
|
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
|
|
|
|
|
|
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
|
|
|
|
|
|
Securian Asset Management, Inc
|
|
|
|
|
|
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
|
|
|
|
|
|
FIRST EAGLE FUNDS - First Eagle U.S. Smid Cap Opportunity Fund Class A
|
|
|
|
|
|
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
|
|
|
|
|
|
Procyon Private Wealth Partners, LLC
|
|
|
|
|
|
Gotham Asset Management, LLC
|
|
|
|
|
|
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A
|
|
|
|
|
|
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
|
|
|
|
|
|
Scarborough Advisors, LLC
|
|
|
|
|
|
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
|
|
|
|
|
|
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
|
|
|
|
|
|
BRYN MAWR TRUST Co
|
|
|
|
|
|
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
|
|
|
|
|
|
Brant Point Investment Management Llc
|
|
|
|
|
|
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
|
|
|
|
|
|
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
|
|
|
|
|
|
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
|
|
|
|
|
|
First Horizon Advisors, Inc.
|
|
|
|
|
|
Bogart Wealth, LLC
|
|
|
|
|
|
Bridgefront Capital, LLC
|
|
|
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|
|
Barclays Plc
|
|
|
|
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|
Verition Fund Management LLC
|
|
|
|
|
|
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
|
|
|
|
|
|
FCNAX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Consumer Discretionary Fund Class A
|
|
|
|
|
|
Longboard Asset Management, LP
|
|
|
|
|
|
Hughes Financial Services, LLC
|
|
|
|
|
|
FDLSX - FIDELITY SELECT PORTFOLIOS - Leisure Portfolio
|
|
|
|
|
|
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
|
|
|
|
|
|
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
|
|
|
|
|
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
|
|
|
|
|
Nuveen S&p 500 Dynamic Overwrite Fund
|
|
|
|
|
|
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
|
|
|
|
|
|
Norges Bank
|
|
|
|
|
|
MDPIX - Profunds - Mid-cap Profund Investor Class
|
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|
|
|
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
|
|
|
|
|
Heartland Advisors Inc
|
|
|
|
|
|
DAACX - Adviser Managed Trust - Diversified Equity Fund
|
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|
|
|
|
Ronald Blue Trust, Inc.
|
|
|
|
|
|
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
|
|
|
|
|
|
Summit Trail Advisors, Llc
|
|
|
|
|
|
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A
|
|
|
|
|
|
Creative Planning
|
|
|
|
|
|
Quaker Wealth Management, LLC
|
|
|
|
|
|
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
|
|
|
|
|
|
EQNAX - MFS SERIES TRUST VII - MFS Equity Income Fund A
|
|
|
|
|
|
Franklin Resources Inc
|
|
|
|
|
|
Jane Street Group, Llc
|
|
|
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|
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
|
|
|
|
|
|
Assetmark, Inc
|
|
|
|
|
|
CUSEX - Capital Group U.S. Equity Fund - Capital Group U.S. Equity Fund Share class
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
|
|
|
|
|
|
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
|
|
|
|
|
|
Millennium Management Llc
|
|
|
|
|
|
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
|
|
|
|
|
|
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
|
|
|
|
|
|
Deseret Mutual Benefit Administrators
|
|
|
|
|
|
Ci Investments Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST - MFS Mid Cap Growth Series Initial Class
|
|
|
|
|
|
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
|
|
|
|
|
|
State Board Of Administration Of Florida Retirement System
|
|
|
|
|
|
Qrg Capital Management, Inc.
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST II - MFS Global Tactical Allocation Portfolio Initial Class
|
|
|
|
|
|
Geneos Wealth Management Inc.
|
|
|
|
|
|
Oregon Public Employees Retirement Fund
|
|
|
|
|
|
Chase Investment Counsel Corp
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
|
|
|
|
|
|
First Command Advisory Services, Inc.
|
|
|
|
|
|
Royal Bank Of Canada
|
|
|
|
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|
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
|
|
|
|
|
|
Banco Santander, S.A.
|
|
|
|
|
|
Bayforest Capital Ltd
|
|
|
|
|
|
Simplex Trading, Llc
|
|
|
|
|
|
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
|
|
|
|
|
|
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
|
|
|
|
|
|
DIFAX - MFS SERIES TRUST XIII - MFS Diversified Income Fund A
|
|
|
|
|
|
MUEAX - MFS SERIES TRUST XI - MFS Blended Research Core Equity Fund A
|
|
|
|
|
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
|
|
|
|
|
Northwestern Mutual Wealth Management Co
|
|
|
|
|
|
Prudential Financial Inc
|
|
|
|
|
|
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
|
|
|
|
|
|
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
|
|
|
|
|
|
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
|
|
|
|
|
|
FMIHX - FMI FUNDS INC - Large Cap Fund Investor Class
|
|
|
|
|
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
|
|
|
|
|
Qsemble Capital Management, LP
|
|
|
|
|
|
Maryland State Retirement & Pension System
|
|
|
|
|
|
Pathstone Holdings, LLC
|
|
|
|
|
|
VISVX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Value Index Fund Investor Shares
|
|
|
|
|
|
Carnegie Lake Advisors LLC
|
|
|
|
|
|
Ossiam
|
|
|
|
|
|
CLARET ASSET MANAGEMENT Corp
|
|
|
|
|
|
Liberty All Star Equity Fund
|
|
|
|
|
|
Sendero Wealth Management, LLC
|
|
|
|
|
|
BNP Paribas Asset Management Holding S.A.
|
|
|
|
|
|
EBI - RBB Fund Trust - Longview Advantage ETF
|
|
|
|
|
|
Stephenson National Bank & Trust
|
|
|
|
|
|
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
|
|
|
|
|
|
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
|
|
|
|
|
|
South Dakota Investment Council
|
|
|
|
|
|
Ancora Advisors, LLC
|
|
|
|
|
|
REVS - Columbia ETF Trust I - Columbia Research Enhanced Value ETF
|
|
|
|
|
|
SOUTH STATE Corp
|
|
|
|
|
|
GMBVX - GMO TRUST - GMO Small Cap Quality Fund Class R6
|
|
|
|
|
|
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
|
|
|
|
|
|
iA Global Asset Management Inc.
|
|
|
|
|
|
Macquarie Group Ltd
|
|
|
|
|
|
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
|
|
|
|
|
|
FSCPX - FIDELITY SELECT PORTFOLIOS - Consumer Discretionary Portfolio
|
|
|
|
|
|
EDIAX - EATON VANCE MUTUAL FUNDS TRUST - Eaton Vance Global Income Builder Fund Class A
|
|
|
|
|
|
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
|
|
|
|
|
|
Mml Investors Services, Llc
|
|
|
|
|
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
|
|
|
|
|
Northern Trust Corp
|
|
|
|
|
|
Marshall & Sterling Wealth Advisors Inc.
|
|
|
|
|
|
Capital Advisors, Ltd. LLC
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
|
|
|
|
|
New Mexico Educational Retirement Board
|
|
|
|
|
|
FIIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Mid Cap II Fund Class A
|
|
|
|
|
|
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
|
|
|
|
|
|
Dfa Investment Trust Co - The U.s. Large Cap Value Series
|
|
|
|
|
|
INFO - Harbor ETF Trust - Harbor PanAgora Dynamic Large Cap Core ETF
|
|
|
|
|
|
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
|
|
|
|
|
|
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
|
|
|
|
|
|
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
|
|
|
|
|
|
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
|
|
|
|
|
|
Capital International Inc /ca/
|
|
|
|
|
|
Fiduciary Management Inc /wi/
|
|
|
|
|
|
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
|
|
|
|
|
|
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
|
|
|
|
|
|
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
|
|
|
|
|
|
JAENX - JANUS INVESTMENT FUND - Janus Henderson Enterprise Fund Class T
|
|
|
|
|
|
Janney Montgomery Scott LLC
|
|
|
|
|
|
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
|
|
|
|
|
|
QLTY - 2023 ETF Series Trust II - GMO U.S. Quality ETF
|
|
|
|
|
|
American Century Companies Inc
|
|
|
|
|
|
EATZ - AdvisorShares Trust - AdvisorShares Restaurant ETF
|
|
|
|
|
|
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
|
|
|
|
|
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
|
|
|
|
|
Perpetual Ltd
|
|
|
|
|
|
MFS VARIABLE INSURANCE TRUST III - MFS Mid Cap Value Portfolio Initial Class
|
|
|
|
|
|
Great Lakes Advisors, Llc
|
|
|
|
|
|
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
|
|
|
|
|
|
Profund Advisors Llc
|
|
|
|
|
|
AdvisorShares Investments LLC
|
|
|
|
|
|
Vident Advisory, LLC
|
|
|
|
|
|
Robeco Institutional Asset Management B.V.
|
|
|
|
|
|
Federated Hermes, Inc.
|
|
|
|
|
|
Daiwa Securities Group Inc.
|
|
|
|
|
|
PSLAX - PUTNAM INVESTMENT FUNDS - Putnam Small Cap Value Fund Class A Shares
|
|
|
|
|
|
Truist Financial Corp
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
|
|
|
|
|
|
Dark Forest Capital Management Lp
|
|
|
|
|
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
|
|
|
|
|
Whittier Trust Co
|
|
|
|
|
|
Fox Run Management, L.l.c.
|
|
|
|
|
|
Sound Income Strategies, LLC
|
|
|
|
|
|
Paradigm Asset Management Co Llc
|
|
|
|
|
|
Walleye Capital LLC
|
|
|
|
|
|
VCGAX - VALIC Co I - Growth & Income Fund
|
|
|
|
|
|
Rothschild Investment Llc
|
|
|
|
|
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
|
|
|
|
|
RGLGX - American Funds Global Insight Fund - American Funds Global Insight Fund Class R-6
|
|
|
|
|
|
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
|
|
|
|
|
|
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
|
|
|
|
|
|
CIBC Private Wealth Group, LLC
|
|
|
|
|
|
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
|
|
|
|
|
|
Signaturefd, Llc
|
|
|
|
|
|
Fmr Llc
|
|
|
|
|
|
Everence Capital Management Inc
|
|
|
|
|
|
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Investors Trust Portfolio Service Class
|
|
|
|
|
|
SJS Investment Consulting Inc.
|
|
|
|
|
|
Bank Of Montreal /can/
|
|
|
|
|
|
Rockefeller Capital Management L.P.
|
|
|
|
|
|
Monetary Management Group Inc
|
|
|
|
|
|
FTLS - First Trust Exchange-Traded Fund III - First Trust Long/Short Equity ETF
|
|
|
|
|
|
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
|
|
|
|
|
|
GMAYX - GMO TRUST - GMO Small Cap Quality Fund Class I
|
|
|
|
|
|
Morgan Stanley
|
|
|
|
|
|
MVCAX - MFS SERIES TRUST XI - MFS Mid Cap Value Fund A
|
|
|
|
|
|
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
|
|
|
|
|
|
Holos Integrated Wealth LLC
|
|
|
|
|
|
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
|
|
|
|
|
|
BUYO - Krane Shares Trust - KraneShares Man Buyout Beta Index ETF
|
|
|
|
|
|
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
|
|
|
|
|
|
BlackRock, Inc.
|
|
|
|
|
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
|
|
|
|
|
Universal- Beteiligungs- und Servicegesellschaft mbH
|
|
|
|
|
|
STXM - EA Series Trust - Strive Mid-Cap ETF
|
|
|
|
|
|
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
|
|
|
|
|
|
Zurcher Kantonalbank (Zurich Cantonalbank)
|
|
|
|
|
|
GTAPX - GLENMEDE FUND INC - Quantitative U.S. Long/Short Equity Portfolio
|
|
|
|
|
|
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
|
|
|
|
|
|
Beacon Pointe Advisors, LLC
|
|
|
|
|
|
Kestra Investment Management, LLC
|
|
|
|
|
|
State Of Wisconsin Investment Board
|
|
|
|
|
|
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio
|
|
|
|
|
|
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
|
|
|
|
|
|
Natixis Advisors, L.p.
|
|
|
|
|
|
Quest Partners LLC
|
|
|
|
|
|
Newbridge Financial Services Group, Inc.
|
|
|
|
|
|
Yousif Capital Management, Llc
|
|
|
|
|
|
State Of Michigan Retirement System
|
|
|
|
|
|
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
|
|
|
|
|
|
RYDEX VARIABLE TRUST - S&P MidCap 400 Pure Value Fund Variable Annuity
|
|
|
|
|
|
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
|
|
|
|
|
|
Toroso Investments, LLC
|
|
|
|
|
|
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
|
|
|
|
|
|
MLPIX - Profunds - Mid-cap Value Profund Investor Class
|
|
|
|
|
|
RFV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap 400 Pure Value ETF
|
|
|
|
|
|
California Public Employees Retirement System
|
|
|
|
|
|
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
|
|
|
|
|
|
Global Retirement Partners, LLC
|
|
|
|
|
|
Stephens Consulting, LLC
|
|
|
|
|
|
Squarepoint Ops LLC
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
|
|
|
|
|
|
Permian Investment Partners, LP
|
|
|
|
|
|
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
|
|
|
|
|
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
|
|
|
|
|
HFM Investment Advisors, LLC
|
|
|
|
|
|
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
|
|
|
|
|
|
Fifth Third Bancorp
|
|
|
|
|
|
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
|
|
|
|
|
|
Inceptionr Llc
|
|
|
|
|
|
Levin Capital Strategies, L.p.
|
|
|
|
|
|
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
|
|
|
|
|
|
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
|
|
|
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
|
|
|
|
|
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
|
|
|
|
|
|
Retirement Systems of Alabama
|
|
|
|
|
|
Bessemer Group Inc
|
|
|
|
|
|
FMIMX - FMI FUNDS INC - Common Stock Fund Investor Class
|
|
|
|
|
|
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
|
|
|
|
|
|
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
|
|
|
|
|
|
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
|
|
|
|
|
|
PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares
|
|
|
|
|
|
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
|
|
|
|
|
|
Tower Research Capital LLC (TRC)
|
|
|
|
|
|
EverSource Wealth Advisors, LLC
|
|
|
|
|
|
DSHFX - Brinker Capital Destinations Trust - Destinations Shelter Fund Class I
|
|
|
|
|
|
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
|
|
|
|
|
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
|
|
|
|
|
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
|
|
|
|
|
|
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
|
|
|
|
|
|
Strategic Wealth Partners, Ltd.
|
|
|
|
|
|
Huntington National Bank
|
|
|
|
|
|
Eaton Vance Tax-advantaged Global Dividend Opportunities Fund
|
|
|
|
|
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POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
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Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I
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Shelton Capital Management
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ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
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Parkworth Wealth Management, Inc.
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WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
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Atom Investors LP
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IYC - iSHARES TRUST - iShares U.S. Consumer Services ETF
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Shell Asset Management Co
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Fisher Asset Management, LLC
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SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
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JAVTX - JANUS INVESTMENT FUND - Janus Henderson Venture Fund Class T
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Entropy Technologies, LP
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PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
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Nordea Investment Management Ab
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IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
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Ubs Asset Management Americas Inc
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IFP Advisors, Inc
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Lindbrook Capital, Llc
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Swiss National Bank
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Colony Group, LLC
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FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
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Cromwell Holdings LLC
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APG Asset Management N.V.
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Private Trust Co Na
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MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
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VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
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TSMOX - TIAA-CREF FUNDS - TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class
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VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
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Stanley Capital Management, LLC
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FDIS - FIDELITY COVINGTON TRUST - Fidelity MSCI Consumer Discretionary Index ETF
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Klp Kapitalforvaltning As
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TRMCX - T. Rowe Price Mid-Cap Value Fund, Inc. - T. Rowe Price Mid-Cap Value Fund, Inc.
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Sterling Capital Management LLC
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Rhumbline Advisers
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Crossmark Global Holdings, Inc.
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MITTX - MASSACHUSETTS INVESTORS TRUST - Massachusetts Investors Trust A
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NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
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FMCSX - FIDELITY CONCORD STREET TRUST - Fidelity Mid-Cap Stock Fund
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Optiver Holding B.V.
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ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
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LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware SMID Cap Core Fund Service Class
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DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
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AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
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IYSYX - IVY FUNDS - Ivy Small Cap Core Fund Class Y
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WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
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RYAVX - RYDEX SERIES FUNDS - S&P MidCap 400 Pure Value Fund Class H
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Amundi
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Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
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SMMV - iSHARES TRUST - iShares Edge MSCI Min Vol USA Small-Cap ETF
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ISCG - iSHARES TRUST - iShares Morningstar Small-Cap Growth ETF
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Vanguard Group Inc
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Commerce Bank
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STXG - EA Series Trust - Strive 1000 Growth ETF
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JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
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Tanglewood Legacy Advisors, LLC
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MLVAX - MFS SERIES TRUST I - MFS Low Volatility Equity Fund A
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ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
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CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
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DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
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First Eagle Investment Management, LLC
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
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EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
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STXV - EA Series Trust - Strive 1000 Value ETF
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Egerton Capital (UK) LLP
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FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
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Allworth Financial LP
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FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
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MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
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Wellington Management Group Llp
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EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
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Forum Financial Management, LP
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DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
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New York State Teachers Retirement System
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GAMMA Investing LLC
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Fuller & Thaler Asset Management, Inc.
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MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
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Susquehanna International Group, Llp
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NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
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Leeward Investments, LLC - MA
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FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
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TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
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DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
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Farther Finance Advisors, LLC
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Ogorek Anthony Joseph /ny/ /adv
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Creative Financial Designs Inc /adv
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FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
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