AT:CVS / CVS Health Corporation - Net Long/Short Value

CVS Health Corporation
AT ˙ WBAG ˙ US1266501006
€ 56,53 ↓ -0.09 (-0.16%)
2025-07-10
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AT:CVS / CVS Health Corporation - Net Long/Short Value
This page provides the net long/short valuations for each institutional holding reported via 13F or NPORT filings. To calculate the net long/short value, we add the equity value to the call option value and subtract the put option value. Funds that report short-borrowed positions will report equity values as negatives. Net long positions will have positive numbers in the net long/short column, and net short positions will have negative values in that column.
Owner Equity Value
($1000)
Call Value
($1000)
Put Value
($1000)
Net Long/Short
($1000)
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Stanley-Laman Group, Ltd.
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
Maven Securities LTD
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
Capital Research Global Investors
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
Prelude Capital Management, Llc
Cito Capital Group, LLC
Millstone Evans Group, LLC
Brown Advisory Inc
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Grove Bank & Trust
Nemes Rush Group LLC
Horizon Investments, LLC
Profunds - Profund Vp Large-cap Value
Glenview Trust Co
Securian Funds Trust - SFT Core Bond Fund Class 1
Gotham Asset Management, LLC
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
New York State Common Retirement Fund
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
Battery Global Advisors, LLC
Kilter Group LLC
Syntax Research, Inc.
Susquehanna Fundamental Investments, Llc
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
Penbrook Management LLC
First Trust Advisors Lp
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M
Lsv Asset Management
Cerity Partners LLC
Davidson Investment Advisors
Evelyn Partners Investment Management LLP
International Private Wealth Advisors LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
Lyell Wealth Management, Lp
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Primecap Management Co/ca/
Mirae Asset Global Investments Co., Ltd.
Petrus Trust Company, LTA
Roxbury Financial LLC
Lion Street Advisors, LLC
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV
DT Investment Partners, LLC
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
Montag A & Associates Inc
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
CFIMX - Clipper Funds Trust - Clipper Funds Trust
SRS Investment Management, LLC
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Ariston Services Group
Securian Funds Trust - SFT Index 500 Fund Class 1
Badgley Phelps Wealth Managers, LLC
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
International Assets Investment Management, Llc
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
Caldwell Securities, Inc
Kentucky Trust Co
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
Mml Investors Services, Llc
Glass Jacobson Investment Advisors llc
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
Millennium Management Llc
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
Baader Bank INC
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
Parkside Financial Bank & Trust
Nebula Research & Development LLC
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
Tekla Healthcare Opportunities Fund
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
UniSuper Management Pty Ltd
St. Louis Financial Planners Asset Management, LLC
Cantor Fitzgerald Investment Adviser L.p.
Graney & King, LLC
Humankind Investments LLC
Haverford Trust Co
Horizon Financial Services, Llc
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I
North Star Investment Management Corp.
Nomura Holdings Inc
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF
Ossiam
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
LifePlan Financial, LLC
Efficient Advisors, LLC
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
Adirondack Trust Co
Strategic Investment Advisors / MI
YANKCOM Partnership
Somerset Trust Co
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
First United Bank Trust/
HBW Advisory Services LLC
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
Richard W. Paul & Associates, LLC
Poplar Forest Capital LLC
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
Hemington Wealth Management
Fayez Sarofim & Co
Lindbrook Capital, Llc
Leigh Baldwin & Co., Llc
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc.
Landaas & Co /wi /adv
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
Trust Asset Management LLC
Union Bancaire Privee, UBP SA
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
Letko, Brosseau & Associates Inc
Twin Peaks Wealth Advisors, LLC
Meeder Asset Management Inc
Wealthcare Advisory Partners LLC
Washington Trust Advisors, Inc.
Arizona State Retirement System
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
Strs Ohio
BUNRX - BULLFINCH FUND INC - Unrestricted Series
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
CAPROCK Group, Inc.
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A
Hussman Strategic Advisors, Inc.
Legacy CG, LLC
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
RMB Capital Management, LLC
Nomura Asset Management Co Ltd
Norden Group Llc
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
Investment House Llc
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
Continuum Advisory, LLC
Berkshire Asset Management Llc/pa
Harbour Investments, Inc.
ICONIQ Capital, LLC
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
Harbor Capital Advisors, Inc.
BlackRock ETF Trust - BlackRock Large Cap Value ETF
Penobscot Investment Management Company, Inc.
Cidel Asset Management Inc
Securian Asset Management, Inc
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
Hgk Asset Management Inc
Cigna Investments Inc /new
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
Northstar Group, Inc.
Convergence Investment Partners, LLC
Six Circles Trust - Six Circles Global Bond Fund
Marshall Investment Management, Llc
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
SFY - Tidal ETF Trust - SoFi Select 500 ETF
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
Texas Bank & Trust Co
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
Wealth Alliance
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
Rnc Capital Management Llc
Northside Capital Management, LLC
Farmers National Bank
Perigon Wealth Management, LLC
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
Childress Capital Advisors, Llc
Voya Investment Management Llc
Financial Perspectives, Inc
Confluence Wealth Services, Inc.
NewSquare Capital LLC
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
HBK Sorce Advisory LLC
Activest Wealth Management
Mendel Money Management
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A
Cherry Tree Wealth Management, LLC
Apollon Wealth Management, LLC
Brevan Howard Capital Management LP
Dimensional Fund Advisors Lp
Goelzer Investment Management, Inc.
Stonegate Investment Group, LLC
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
National Pension Service
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares
Silvercrest Asset Management Group Llc
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
Sound Income Strategies, LLC
Westport Asset Management Inc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
Sender Co & Partners, Inc.
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio
Cary Street Partner Investment Advisory Llc
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
McLean Asset Management Corp
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
Kestra Private Wealth Services, Llc
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
Ocean Capital Management, LLC
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
Royal London Asset Management Ltd
LS Investment Advisors, LLC
Plimoth Trust Co Llc
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
Anfield Capital Management, LLC
We Are One Seven, LLC
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
Yousif Capital Management, Llc
GKV Capital Management Co., Inc.
Ronald Blue Trust, Inc.
Prasad Wealth Partners, LLC
Heritage Trust Co
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
E Fund Management Co., Ltd.
TCG Advisory Services, LLC
Roble, Belko & Company, Inc
ESL Trust Services, LLC
IFG Advisory, LLC
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF
Focus Financial Network, Inc.
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
Davis Selected Advisers
Robeco Schweiz AG
Patton Albertson Miller Group, Llc
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
Global Trust Asset Management, LLC
Scotia Capital Inc.
Skopos Labs, Inc.
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1
Livforsakringsbolaget Skandia, Omsesidigt
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
Partners in Financial Planning
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares
Tudor Investment Corp Et Al
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
PFS Partners, LLC
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a)
State Of Michigan Retirement System
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
Capital Performance Advisors Llp
HF Advisory Group, LLC
United Community Bank
Lombard Odier Asset Management (Switzerland) SA
Auxier Asset Management
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
Pettee Investors, Inc.
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
Beck Mack & Oliver Llc
Ardsley Advisory Partners Lp
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
SummitTX Capital, L.P.
Western Wealth Management, LLC
Mork Capital Management, LLC
Boyar Asset Management Inc.
Albion Financial Group /ut
Wilson & Boucher Capital Management, LLC
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1
CBOE Vest Financial, LLC
ORG Partners LLC
West Financial Advisors, LLC
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
Empowered Funds, LLC
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
Thrive Capital Management, LLC
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
Hartland & Co., LLC
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
ARS Wealth Advisors Group, LLC
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
Clear Street Markets Llc
St. Clair Advisors, LLC
M&t Bank Corp
Hoxton Planning & Management, LLC
Windward Capital Management Co /ca
Avantra Family Wealth, Inc.
San Luis Wealth Advisors LLC
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Dark Forest Capital Management Lp
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
National Wealth Management Group, LLC
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
Spire Wealth Management
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
Sierra Capital LLC
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
Ethic Inc.
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
Formidable Asset Management, LLC
Boyd Watterson Asset Management Llc/oh
Stone House Investment Management, LLC
Root Financial Partners, LLC
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
PGVFX - FORUM FUNDS - Polaris Global Value Fund
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
Optimum Investment Advisors
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
Modern Wealth Management, LLC
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
Arete Wealth Advisors, LLC
Westpac Banking Corp
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
MeadowBrook Investment Advisors LLC
Synovus Financial Corp
Bull Street Advisors, LLC
Great Valley Advisor Group, Inc.
Factory Mutual Insurance Co
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
Koss-Olinger Consulting, LLC
Weatherly Asset Management L. P.
BCS Wealth Management
Sompo Japan Nipponkoa Asset Management Co.,ltd.
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Goldman Sachs Group Inc
Curat Global, LLC
Vivaldi Capital Management, LLC
D. E. Shaw & Co., Inc.
Ameritas Investment Partners, Inc.
Bare Financial Services, Inc
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
Pacific Global Investment Management Co
Park Avenue Securities Llc
Old North State Wealth Management, LLC
Stonebridge Capital Advisors LLC
GPS Wealth Strategies Group, LLC
PSI Advisors, LLC
Worth Financial Advisory Group, LLC
Quest 10 Wealth Builders, Inc.
Peddock Capital Advisors, Llc
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
SJS Investment Consulting Inc.
Capital Investment Advisors, LLC
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
Federation des caisses Desjardins du Quebec
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
JNL SERIES TRUST - JNL Bond Index Fund (I)
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
Quadrant Private Wealth Management, LLC
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
Deroy & Devereaux Private Investment Counsel Inc
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
Epoch Investment Partners, Inc.
Transatlantique Private Wealth Llc
Ameritas Advisory Services, LLC
First National Bank & Trust Co Of Newtown
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
Tower Research Capital LLC (TRC)
GK Wealth Management LLC
Marino, Stram & Associates Llc
MCF Advisors LLC
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
Beacon Capital Management, LLC
SRB Corp
Miracle Mile Advisors, LLC
Rathbone Brothers plc
Alta Advisers Ltd
NOSIX - Northern Funds - Northern Stock Index Fund
Signet Investment Advisory Group, Inc.
Accredited Wealth Management, LLC
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
Baird Financial Group, Inc.
Advyzon Investment Management, LLC
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
Franklin Templeton ETF Trust - Western Asset Bond ETF
Deutsche Bank Ag\
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc.
Minot DeBlois Advisors LLC
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
Persium Advisors, LLC
Richardson Capital Management LLC
Hantz Financial Services, Inc.
Liberty All Star Equity Fund
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
Transce3nd, LLC
PDS Planning, Inc
Traub Capital Management LLC
Waldron Private Wealth LLC
Brown Brothers Harriman & Co
FIL Ltd
Nisa Investment Advisors, Llc
Community Bank, N.A.
Garrison Point Advisors, Llc
State of Wyoming
Atlantic Private Wealth, LLC
SG Americas Securities, LLC
Cromwell Holdings LLC
Birch Hill Investment Advisors LLC
Clarius Group, LLC
Park Square Financial Group, LLC
AdvisorNet Financial, Inc
Smith, Salley & Associates
Donoghue Forlines LLC
Supplemental Annuity Collective Trust of NJ
GWM Advisors LLC
Covestor Ltd
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
Old Point Trust & Financial Services N A
Massmutual Trust Co Fsb/adv
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
Unison Advisors LLC
TOWER TRUST & INVESTMENT Co
Private Management Group Inc
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
Northwestern Mutual Investment Management Company, Llc
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
Howard Capital Management Inc.
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
Sei Investments Co
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
Stamos Capital Partners, L.p.
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A
HighTower Advisors, LLC
Beese Fulmer Investment Management, Inc.
True Wealth Design, LLC
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
Evoke Wealth, Llc
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
Violich Capital Management, Inc.
Johnson Investment Counsel Inc
Sargent Investment Group, LLC
Envestnet Asset Management Inc
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
Oppenheimer Asset Management Inc.
Kentucky Retirement Systems
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
MidWestOne Financial Group, Inc.
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV
Fortitude Family Office, LLC
Benin Management CORP
Iron Triangle Partners LP
Solel Partners LP
St Germain D J Co Inc
Whalerock Point Partners, Llc
Neo Ivy Capital Management
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
Amplify ETF Trust - Amplify AI Powered Equity ETF
Moloney Securities Asset Management, LLC
Beaird Harris Wealth Management, LLC
TCW ETF Trust - TCW Corporate Bond ETF
Clearbridge Investments, LLC
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
VSTIX - VALIC Co I - Stock Index Fund
CCMG - EA Series Trust - CCM Global Equity ETF
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
Bridgefront Capital, LLC
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
Norges Bank
Manchester Capital Management LLC
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
Panagora Asset Management Inc
Compass Financial Services Inc
Cobalt Capital Management, Inc.
Frazier Financial Advisors, LLC
Diversified Enterprises, LLC
Salomon & Ludwin, LLC
Bramshill Investments, LLC
Albert D Mason Inc
Sherman Asset Management, Inc.
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
DAVENPORT & Co LLC
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
Robertson Stephens Wealth Management, LLC
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
Public Sector Pension Investment Board
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF
Norinchukin Bank, The
Petra Financial Advisors Inc
Family Legacy Financial Solutions, LLC
Rockefeller Capital Management L.P.
Sunpointe, LLC
Wellington Shields & Co., LLC
Pflug Koory, LLC
CENTRAL TRUST Co
Plante Moran Financial Advisors, LLC
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
Rexford Capital Inc
FT Vest Total Return Income Fund: Series A4
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
Livelsberger Financial Advisory
Kestra Advisory Services, LLC
Schroder Investment Management Group
Centennial Bank/AR/
Kennebec Savings Bank
Rsm Us Wealth Management Llc
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
Edmond De Rothschild Holding S.a.
Price T Rowe Associates Inc /md/
Two Sigma Investments, Lp
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
Hm Payson & Co
BCS Private Wealth Management, Inc.
Calamos Advisors LLC
Tritonpoint Wealth, Llc
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Herold Advisors, Inc.
Manufacturers Life Insurance Company, The
New York State Teachers Retirement System
Cornerstone Wealth Group, LLC
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
Proathlete Wealth Management Llc
IMG Wealth Management, Inc.
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
Cloverfields Capital Group, Lp
Associated Banc-corp
Eaton Vance Tax-managed Buy-write Opportunities Fund
Exeter Financial, LLC
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
Alliancebernstein L.p.
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
Caas Capital Management Lp
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
Boston Partners
Blueshift Asset Management, LLC
Rossby Financial, LCC
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
Pinnacle Financial Partners Inc
Steward Partners Investment Advisory, Llc
Delta Asset Management Llc/tn
Rhenman & Partners Asset Management AB
CTF Capital Management, LP
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
ORG Wealth Partners, LLC
Profunds - Profund Vp Bull
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
Raymond James Financial Inc
Twin Tree Management, LP
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Callan Capital, LLC
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
Madison Covered Call & Equity Strategy Fund
Bellevue Group AG
Talon Private Wealth, LLC
Public Employees Retirement Association Of Colorado
Private Advisor Group, LLC
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
Eastern Bank
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
Fortis Group Advisors, LLC
Kessler Investment Group, LLC
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
Pallas Capital Advisors LLC
Axa S.a.
Addison Advisors LLC
GATEX - Gateway Trust - Gateway Fund Class A Shares
Dimension Capital Management Llc
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
BankPlus Trust Department
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
Rossmore Private Capital
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
Cohen Capital Management, Inc.
Resonant Capital Advisors, LLC
Icon Wealth Advisors, LLC
IFP Advisors, Inc
Conning Inc.
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
Squarepoint Ops LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
Morningstar Investment Services LLC
Argent Trust Co
Vega Investment Solutions
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
Smallwood Wealth Investment Management, LLC
Fort Sheridan Advisors Llc
Ameriprise Financial Inc
DCM Advisors, LLC
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
NewEdge Wealth, LLC
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
Elevation Series Trust - RiverNorth Patriot ETF
State Of Wisconsin Investment Board
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF
CVA Family Office, LLC
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
Harwood Advisory Group, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
AQGNX - AQR Funds - AQR Global Equity Fund Class N
Fairman Group, LLC
LGT Group Foundation
Means Investment Co., Inc.
Parallax Volatility Advisers, L.P.
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
PFM Health Sciences, LP
First National Trust Co
Valmark Advisers, Inc.
Cape Investment Advisory, Inc.
Bay Harbor Wealth Management, LLC
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
Parkside Investments, LLC
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
Qube Research & Technologies Ltd
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I
Principal Securities, Inc.
Patton Fund Management, Inc.
Ogorek Anthony Joseph /ny/ /adv
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
Hartford Financial Management Inc.
Sig Brokerage, Lp
Mmbg Investment Advisors Co.
Platinum Investment Management Ltd
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
Federated Hermes, Inc.
LRI Investments, LLC
Moore Capital Management, Lp
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
Legacy Capital Group California, Inc.
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
RMG Wealth Management LLC
Diametric Capital, LP
Teachers Retirement System Of The State Of Kentucky
Bnp Paribas
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
Beverly Hills Private Wealth, LLC
Stolper Co
Forum Financial Management, LP
WFA of San Diego, LLC
Kingstone Capital Partners Texas, LLC
Douglas Lane & Associates, LLC
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
Harel Insurance Investments & Financial Services Ltd.
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
Profund Advisors Llc
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class
William B. Walkup & Associates, Inc.
Fiera Capital Corp
South Dakota Investment Council
E. Ohman J:or Asset Management AB
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
Aqr Capital Management Llc
Robeco Institutional Asset Management B.V.
Assenagon Asset Management S.A.
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF
Ostrum Asset Management
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
Bollard Group LLC
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
Meiji Yasuda Asset Management Co Ltd.
Quantitative Investment Management, LLC
SNS Financial Group, LLC
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
Stevens Capital Management Lp
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
Harbor Asset Planning, Inc.
L.m. Kohn & Company
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Lesa Sroufe & Co
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
SYM FINANCIAL Corp
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
Cary Street Partners Financial Llc
Xponance, Inc.
Zions Bancorporation, National Association /ut/
TigerOak Management, L.L.C.
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
Parallel Advisors, LLC
Quadrant Capital Group Llc
Gf Fund Management Co. Ltd.
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
Los Angeles Capital Management Llc
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Commerzbank Aktiengesellschaft /fi
Quotient Wealth Partners, LLC
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
TruNorth Capital Management, LLC
Wedmont Private Capital
First Manhattan Co
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
Ahl Investment Management, Inc.
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
Klingman & Associates, LLC
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
Osborne Partners Capital Management, Llc
BridgePort Financial Solutions, LLC
Byrne Asset Management LLC
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
Iowa State Bank
Choate Investment Advisors
Klp Kapitalforvaltning As
Capital World Investors
Renaissance Technologies Llc
Holistic Financial Partners
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
Element Wealth, LLC
Walleye Capital LLC
First Community Trust Na
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1
Everpar Advisors Llc
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
Parthenon Llc
Wealthbridge Capital Management, Llc
Avestar Capital, LLC
EP Wealth Advisors, Inc.
Ci Investments Inc.
URTH - iShares, Inc. - iShares MSCI World ETF
North Ridge Wealth Advisors, Inc.
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
Bridge Creek Capital Management LLC
Toronto Dominion Bank
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
CapWealth Advisors, LLC
Carson Advisory Inc.
Bank Hapoalim Bm
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
Benjamin Edwards Inc
Laraway Financial Inc
St. Johns Investment Management Company, LLC
Connecticut Wealth Management, LLC
Alpine Total Dynamic Dividend Fund
AlTi Global, Inc.
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF
Clifford Swan Investment Counsel Llc
Pine Haven Investment Counsel, Inc
Capital Group Private Client Services, Inc.
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
Korea Investment CORP
Wellington Management Group Llp
Aspire Growth Partners LLC
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Hotchkis & Wiley Capital Management Llc
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
Intact Investment Management Inc.
Legacy Financial Advisors, Inc.
Aviso Financial Inc.
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV
Truvestments Capital Llc
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
Westmount Partners, LLC
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
Vision Financial Markets Llc
NEOS Investment Management LLC
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
SILVER OAK SECURITIES, Inc
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
Ariel Investments, Llc
DiNuzzo Private Wealth, Inc.
Vestmark Advisory Solutions, Inc.
Adviser Investments LLC
Aptus Capital Advisors, LLC
EHP Funds Inc.
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
Whipplewood Advisors, LLC
Inlet Private Wealth, LLC
Interval Partners, LP
Park National Corp /oh/
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
Financial Advisors Network, Inc.
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
Pnc Financial Services Group, Inc.
Dynamic Wealth Strategies, LLC
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
Boreal Capital Management LLC
Allen Capital Group, LLC
Investors Asset Management Of Georgia Inc /ga/ /adv
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
Nvwm, Llc
Perpetual Ltd
TrueMark Investments, LLC
Hudson Valley Investment Advisors Inc /adv
Leo Wealth, LLC
Gabelli Dividend & Income Trust
SOUTH STATE Corp
Credential Securities Inc.
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I
Capital Analysts, Inc.
Jones Financial Companies Lllp
Dymon Asia Capital (singapore) Pte. Ltd.
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
Wealthspire Advisors, LLC
Greenleaf Trust
Independent Advisor Alliance
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
BNP Paribas Asset Management Holding S.A.
VCI Wealth Management LLC
Greenwood Capital Associates Llc
Affinity Investment Advisors, Llc
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
Neuberger Berman Group LLC
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
Huntington National Bank
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Avanza Fonder AB
Westside Investment Management, Inc.
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
Lazard Asset Management Llc
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
DDD Partners, LLC
DHJJ Financial Advisors, Ltd.
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund
Empyrean Capital Partners, LP
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
Camber Capital Management LP
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional
Capital Advisors Inc/ok
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
Trust Co Of Toledo Na /oh/
Principle Wealth Partners Llc
CIBC Private Wealth Group, LLC
Plato Investment Management Ltd
Ransom Advisory, Ltd
Napatree Capital Llc
Gateway Investment Advisers Llc
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
Sumitomo Life Insurance Co
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
Sound View Wealth Advisors Group, LLC
Central Pacific Bank - Trust Division
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
Capital Fund Management S.a.
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
Ashton Thomas Private Wealth, LLC
Optivise Advisory Services LLC
Baker Avenue Asset Management, LP
Mutual Advisors, LLC
FT Vest Hedged Equity Income Fund: Series A3
WASHINGTON TRUST Co
Simplicity Wealth,LLC
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
Greenfield Savings Bank
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
VSM Wealth Advisory, LLC
JNBA Financial Advisors
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
Wynn Capital, LLC
Legacy Investment Solutions, LLC
VCGAX - VALIC Co I - Growth & Income Fund
Atomi Financial Group, Inc.
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
CoreFirst Bank & Trust
MAI Capital Management
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
Blackrock Enhanced Equity Dividend Trust
J.Safra Asset Management Corp
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
Olstein Capital Management, L.P.
Beacon Pointe Advisors, LLC
Ritholtz Wealth Management
Trustco Bank Corp N Y
Silvant Capital Management LLC
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF
MBOVX - M FUND INC - M Large Cap Value Fund
Valeo Financial Advisors, LLC
First Financial Corp /in/
Donaldson Capital Management, Llc
RFG Advisory, LLC
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
Pacer Advisors, Inc.
Atwood & Palmer Inc
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
AGH Wealth Advisors, LLC
IFM Investors Pty Ltd
Founders Financial Alliance, LLC
Achmea Investment Management B.V.
Engineers Gate Manager LP
Nippon Life Global Investors Americas, Inc.
Creative Planning
Nicolet Advisory Services, Llc
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
iA Global Asset Management Inc.
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
TFC Financial Management
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
Entropy Technologies, LP
Radnor Capital Management, LLC
CX Institutional
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
Frank, Rimerman Advisors LLC
Private Wealth Management Group, LLC
First Command Advisory Services, Inc.
Merit Financial Group, LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
Dfa Investment Trust Co - The U.s. Large Cap Value Series
DRW Securities, LLC
CarsonAllaria Wealth Management, Ltd.
Peak6 Llc
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF
Parkworth Wealth Management, Inc.
Tcw Group Inc
STRV - EA Series Trust - Strive 500 ETF
Avidian Wealth Solutions, LLC
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
Vermillion Wealth Management, Inc.
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
Orca Investment Management, LLC
Morey & Quinn Wealth Partners, LLC
Collier Financial
Cutler Investment Counsel Llc
Caitong International Asset Management Co., Ltd
Mayflower Financial Advisors, LLC
Soltis Investment Advisors LLC
Boston Trust Walden Corp
Birch Capital Management, LLC
Lord, Abbett & Co. Llc
Guyasuta Investment Advisors Inc
Orion Portfolio Solutions, LLC
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
O'shaughnessy Asset Management, Llc
Nordea Investment Management Ab
Gabelli Equity Trust Inc
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
Fairfax Financial Holdings Ltd/ Can
Colony Group, LLC
Luken Investment Analytics, LLC
State of New Jersey Common Pension Fund D
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
Rosenberg Matthew Hamilton
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
Prospera Financial Services Inc
Birchbrook, Inc.
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
BlackRock ETF Trust - BlackRock Future Health ETF
Amara Financial, Llc.
NorthCrest Asset Manangement, LLC
AlphaStar Capital Management, LLC
Wiley Bros.-aintree Capital, Llc
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Uncommon Cents Investing LLC
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
Baker Tilly Financial, Llc
Blackrock Health Sciences Trust
Shufro Rose & Co Llc
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
BRYN MAWR TRUST Co
Crestwood Advisors Group LLC
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
Platform Technology Partners
Pinnacle Wealth Management Advisory Group, LLC
Tompkins Financial Corp
Kennedy Capital Management, Inc.
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
Jupiter Wealth Management LLC
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
Greenup Street Wealth Management Llc
Meridian Wealth Management, LLC
Comerica Bank
Nan Shan Life Insurance Co., Ltd.
GW&K Investment Management, LLC
Fifth Third Bancorp
Stance Capital Llc
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
Sachetta, LLC
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
Brown, Lisle/cummings, Inc.
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Jarislowsky, Fraser Ltd
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
Prime Capital Investment Advisors, LLC
MTM Investment Management, LLC
Blackston Financial Advisory Group, LLC
Atlantic Trust, LLC
Bleakley Financial Group, LLC
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
Coastal Bridge Advisors, LLC
Eisler Capital Management Ltd.
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
Moody National Bank Trust Division
Universal- Beteiligungs- und Servicegesellschaft mbH
Private Wealth Asset Management, LLC
Barrow Hanley Mewhinney & Strauss Llc
Abacus Planning Group, Inc.
Meridian Investment Counsel Inc.
Columbia Asset Management
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
Empirical Finance, LLC
Catalyst Financial Partners Llc
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
SageView Advisory Group, LLC
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
Lester Murray Antman dba SimplyRich
Quantinno Capital Management LP
Holderness Investments Co
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
Palouse Capital Management, Inc.
Landscape Capital Management, L.l.c.
Wellington Shields Capital Management, LLC
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
Alps Advisors Inc
Wedge Capital Management L L P/nc
Kennondale Capital Management LLC
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
North Capital, Inc.
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
Howard Hughes Medical Institute
Wells Fargo & Company/mn
Atlas Brown,Inc.
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
Culbertson A N & Co Inc
BKD Wealth Advisors, LLC
Portside Wealth Group, LLC
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
Horrell Capital Management, Inc.
Hudson Portfolio Management LLC
Creegan & Nassoura Financial Group, LLC
Morton Community Bank
Hsbc Holdings Plc
Morningstar Investment Management LLC
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A
Country Trust Bank
FT Vest Hedged Equity Income Fund: Series A2
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
Oak Thistle LLC
AlphaCore Capital LLC
Pines Wealth Management, LLC
South Plains Financial, Inc.
American National Bank
Community Trust & Investment Co
Manning & Napier Advisors Llc
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
Pillar Financial Advisors, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
Pettyjohn, Wood & White, Inc
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
Alpha Omega Wealth Management LLC
Windsor Capital Management, LLC
Standard Family Office LLC
Hughes Financial Services, LLC
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
One Capital Management, LLC
Royal Bank Of Canada
Abn Amro Investment Solutions
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
Wealth Enhancement Advisory Services, Llc
FT Vest Hedged Equity Income Fund: Series B1
Hilltop National Bank
Camden Capital, LLC
Transcend Wealth Collective, Llc
Principia Wealth Advisory, LLC
Susquehanna International Group, Llp
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF
STXV - EA Series Trust - Strive 1000 Value ETF
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
Nbc Securities, Inc.
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
Td Private Client Wealth Llc
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class
Erste Asset Management GmbH
GHP Investment Advisors, Inc.
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
F/M Investments LLC
Mv Capital Management, Inc.
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
Public Employees Retirement System Of Ohio
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
Schwarz Dygos Wheeler Investment Advisors Llc
1620 Investment Advisors, Inc.
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc.
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Court Place Advisors, LLC
Kingsview Wealth Management, LLC
Mount Lucas Management LP
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
Toroso Investments, LLC
Institutional Investment Strategy Fund
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
Varma Mutual Pension Insurance Co
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class
Marshall & Sterling Wealth Advisors Inc.
Canal Insurance CO
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
Putnam Fl Investment Management Co
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
Carret Asset Management, Llc
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
Boltwood Capital Management
LST - Managed Portfolio Series - Leuthold Select Industries ETF
CWA Asset Management Group, LLC
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1
Bailard, Inc.
Whittier Trust Co
Gts Securities Llc
44 Wealth Management Llc
Colonial Trust Co / SC
Asset Management One Co., Ltd.
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
Diligent Investors, LLC
Reliant Investment Partners, LLC
Capital Advisors, Ltd. LLC
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
Hopwood Financial Services, Inc.
Waterloo Capital, L.P.
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
ULPIX - Profunds - Ultrabull Profund Investor Class
Visionary Wealth Advisors
WPG Advisers, LLC
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
HighMark Wealth Management LLC
Trust Co
Palisade Asset Management, LLC
Perkins Coie Trust Co
Kinneret Advisory, LLC
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
Grandview Asset Management LLC
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I
Umb Bank N A/mo
Alexander Randolph Advisory Inc
Mitsubishi UFJ Asset Management (UK) Ltd.
Sumitomo Mitsui Trust Holdings, Inc.
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
Inscription Capital, LLC
Glen Eagle Advisors, LLC
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
Marcum Wealth, LLC
MML Series Investment Fund II - MML Managed Bond Fund Initial Class
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
Davidson Trust Co
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class
Fisher Asset Management, LLC
Freestone Capital Holdings, LLC
Burney Co/
Stock Yards Bank & Trust Co
State Board Of Administration Of Florida Retirement System
Nuveen, LLC
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF
Russell Investments Group, Ltd.
Schechter Investment Advisors, LLC
Resources Management Corp /ct/ /adv
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
Stratos Wealth Partners, LTD.
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
Applied Finance Capital Management, LLC
AustralianSuper Pty Ltd
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Truist Financial Corp
Employees Retirement System of Texas
Generali Asset Management SPA SGR
CIBC Asset Management Inc
SOA Wealth Advisors, LLC.
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
Eagle Wealth Strategies Llc
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
Koesten, Hirschmann & Crabtree, INC.
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
Summit Trail Advisors, Llc
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
Mjp Associates Inc /adv
Tweedy, Browne Co LLC
Oak Asset Management, LLC
Red Mountain Financial, LLC
Coston, McIsaac & Partners
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
Private Capital Advisors, Inc.
Mount Yale Investment Advisors, LLC
Mengis Capital Management, Inc.
Caisse Des Depots Et Consignations
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
Level Four Advisory Services, Llc
Wealth Effects Llc
KBC Group NV
Heritage Investors Management Corp
Sachem Head Capital Management LP
Barnes Dennig Private Wealth Management LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio
Butensky & Cohen Financial Security, Inc
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
WestEnd Advisors, LLC
Cambridge Investment Research Advisors, Inc.
Journey Strategic Wealth Llc
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
Community Bank & Trust, Waco, Texas
China Universal Asset Management Co., Ltd.
Larson Financial Group LLC
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
Bnp Paribas Arbitrage, Sa
Ag2r La Mondiale Gestion D'actifs
Thrivent Financial For Lutherans
Peapack Gladstone Financial Corp
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
Legacy Wealth Managment, LLC/ID
Crews Bank & Trust
Total Investment Management Inc
TD Capital Management LLC
Exchange Traded Concepts, Llc
Dumont & Blake Investment Advisors Llc
Sanibel Captiva Trust Company, Inc.
Sonora Investment Management Group, LLC
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
Maseco Llp
Lazard Freres Gestion S.A.S.
Lido Advisors, LLC
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV
Foster & Motley Inc
Stephenson National Bank & Trust
Costello Asset Management, INC
Kestra Investment Management, LLC
Wbi Investments, Inc.
Utah Retirement Systems
Toth Financial Advisory Corp
Lipe & Dalton
Benedict Financial Advisors Inc
SSO - PROSHARES TRUST - ProShares Ultra S&P500
Eads & Heald Wealth Management
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Cornerstone Planning Group LLC
Maryland Capital Advisors Inc.
Glenmede Investment Management, LP
Sandy Spring Bank
Quaker Wealth Management, LLC
Sterling Wealth Management, Inc.
Citizens & Northern Corp
Nissay Asset Management Corp /japan/ /adv
Harvest Fund Management Co., Ltd
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
Sheets Smith Wealth Management
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
Rothschild Investment Llc
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
Louisiana State Employees Retirement System
InvesTrust
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
Cullen/frost Bankers, Inc.
FLDFX - Meeder Funds - BALANCED FUND Retail Class
New Covenant Trust Company, N.A.
Geneos Wealth Management Inc.
Cresset Asset Management, LLC
Sebold Capital Management, Inc.
RXL - PROSHARES TRUST - ProShares Ultra Health Care
Parkman Healthcare Partners LLC
Kanawha Capital Management Llc
First City Capital Management, Inc.
Capital Investment Advisory Services, LLC
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
Pictet Asset Management Holding SA
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
Harbor Investment Advisory, Llc
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
YHB Investment Advisors, Inc.
BancorpSouth Bank
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
NCM Capital Management, LLC
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
Clear Investment Research, Llc
Future Financial Wealth Managment LLC
New York Life Investment Management Llc
Walter & Keenan Financial Consulting Co /mi/ /adv
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund
WESPAC Advisors, LLC
Insigneo Advisory Services, Llc
Secure Asset Management, LLC
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
Tempus Wealth Planning, LLC
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Brandywine Global Investment Management, LLC
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
SOL Capital Management CO
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
Bridgewater Associates, LP
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
Canada Post Corp Registered Pension Plan
Syverson Strege & Co
Rhumbline Advisers
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
Arlington Trust Co LLC
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
OEF - iSHARES TRUST - iShares S&P 100 ETF
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
Integrated Investment Consultants, LLC
IMC-Chicago, LLC
Private Trust Co Na
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
US Asset Management LLC
Charles Schwab Trust Co
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
Stablepoint Partners, LLC
LaSalle St. Investment Advisors, LLC
Wesbanco Bank Inc
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
Curbstone Financial Management Corp
Humankind Benefit Corp - Humankind US Stock ETF
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
Cetera Investment Advisers
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
Piscataqua Savings Bank
Everence Capital Management Inc
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
Keener Financial Planning LLC
Qrg Capital Management, Inc.
Friedenthal Financial
LPL Financial LLC
Lathrop Investment Management Corp
Verdence Capital Advisors LLC
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
First Heartland Consultants, Inc.
New Age Alpha Advisors, LLC
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF
Peoples Bank/KS
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
Mizuho Securities Usa Llc
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
Legend Financial Advisors, Inc.
Cardinal Point Capital Management, ULC
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
Ancora Advisors, LLC
Czech National Bank
Everhart Financial Group, Inc.
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
Fidelis Capital Partners, LLC
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
Brown Miller Wealth Management, LLC
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
Voleon Capital Management Lp
State Street Corp
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
Thompson Siegel & Walmsley Llc
Point72 Asset Management, L.P.
Tcw Strategic Income Fund Inc
Noble Wealth Management PBC
American Century Companies Inc
AllSquare Wealth Management LLC
Cornercap Investment Counsel Inc
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A
Excalibur Management Corp
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
Canandaigua National Bank & Trust Co
Lowe Wealth Advisors, LLC
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
Provenance Wealth Advisors, LLC
Bessemer Group Inc
Diversified Trust Co
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF
TCI Wealth Advisors, Inc.
Everett Harris & Co /ca/
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
Institute for Wealth Management, LLC.
Ameriflex Group, Inc.
Silverlake Wealth Management Llc
Optas, LLC
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
XML Financial, LLC
Bank of Jackson Hole Trust
Cove Private Wealth, LLC
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
Saudi Central Bank
Cornerstone Total Return Fund Inc
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
Tokio Marine Asset Management Co Ltd
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
Credit Agricole S A
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
Concord Asset Management, LLC/VA
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
Royal Fund Management, LLC
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Marshall Wace, Llp
Wealthfront Advisers Llc
Amundi
MML Series Investment Fund II - MML Equity Fund Initial Class
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
Moneta Group Investment Advisors Llc
Calamos Wealth Management LLC
Arkadios Wealth Advisors
Permit Capital, LLC
Advisor OS, LLC
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A
Patrick M Sweeney & Associates, Inc
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
UMA Financial Services, Inc.
Courier Capital Llc
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
California Public Employees Retirement System
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
Tocqueville Asset Management L.p.
JB Capital LLC
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
Fulton Bank, N.a.
SRS Capital Advisors, Inc.
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
VCIGX - VALIC Co I - Dividend Value Fund
Farmers Trust Co
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
GeoWealth Management, LLC
Dunhill Financial, LLC
Mpwm Advisory Solutions, Llc
ACVF - ETF Opportunities Trust - American Conservative Values ETF
Highline Wealth Partners Llc
Lighthouse Financial LLC
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
GAMMA Investing LLC
Greatmark Investment Partners, Inc.
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
Deseret Mutual Benefit Administrators
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
Integral Health Asset Management, LLC
Voya Global Equity Dividend & Premium Opportunity Fund
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
Gabelli Funds Llc
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
Hazlett, Burt & Watson, Inc.
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R
Kovack Advisors, Inc.
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
Compass Ion Advisors, LLC
Brookwood Investment Group LLC
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
Mbb Public Markets I Llc
Beutel, Goodman & Co Ltd.
Oppenheimer & Co Inc
CoreCap Advisors, LLC
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A)
Glenmede Trust Co Na
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
Brown Wealth Management, Llc
Gitterman Wealth Management, LLC
Dogwood Wealth Management LLC
Oakworth Capital, Inc.
Mutual Of America Capital Management Llc
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Cedar Wealth Management, LLC
JDM Financial Group LLC
BCGM Wealth Management, LLC
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class
Octavia Wealth Advisors, LLC
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
Keel Point, LLC
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares
Tyche Wealth Partners LLC
Colonial Trust Advisors
Naples Global Advisors, Llc
Keystone Financial Planning, Inc.
Bank & Trust Co
Longfellow Investment Management Co Llc
Kcm Investment Advisors Llc
Howe & Rusling Inc
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
Crowley Wealth Management, Inc.
Van Hulzen Asset Management, LLC
Holocene Advisors, LP
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
Mercer Global Advisors Inc /adv
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
Captrust Financial Advisors
Insight Inv LLC
Nuveen Multi-Asset Income Fund
Woodline Partners LP
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
Bogart Wealth, LLC
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
Smith, Moore & Co.
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares
RBF Capital, LLC
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
Glenview Capital Management, Llc
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
Defined Wealth Management, Llc
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
Canoe Financial LP
Ingalls & Snyder Llc
Vanguard Group Inc
New Mexico Educational Retirement Board
Ballast Advisors Llc
Fisher Funds Management LTD
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
First Pacific Financial
Financial Freedom, LLC
Kozak & Associates, Inc.
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A
Allianz Asset Management GmbH
Compass Planning Associates Inc
Legal & General Group Plc
Alteri Wealth LLC
Ellsworth Advisors, LLC
Steel Peak Wealth Management LLC
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
SBI Securities Co., Ltd.
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
LOM Asset Management Ltd
Beta Wealth Group, Inc.
HHM Wealth Advisors, LLC
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares
Smartleaf Asset Management LLC
Farmers & Merchants Trust Co of Chambersburg PA
Great Lakes Advisors, Llc
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
Flagship Harbor Advisors, Llc
Essex Financial Services, Inc.
Tortoise Investment Management, LLC
Middleton & Co Inc/ma
Farther Finance Advisors, LLC
Geode Capital Management, Llc
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
HCMAX - ALPS Series Trust - Hillman Value Fund
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Matrix Asset Advisors Inc/ny
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
Barrett & Company, Inc.
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Callan Family Office, LLC
Mark Sheptoff Financial Planning, Llc
Swedbank AB
Lummis Asset Management, LP
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
Kathmere Capital Management, LLC
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
Diversify Advisory Services, LLC
Edgestream Partners, L.P.
Southland Equity Partners LLC
Wolff Wiese Magana Llc
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
Thompson Davis & Co., Inc.
Sequoia Financial Advisors, LLC
Tectonic Advisors Llc
Townsquare Capital Llc
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF
Tower Bridge Advisors
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
Guggenheim Strategic Opportunities Fund
Sowell Financial Services LLC
Polianta Ltd
NOBOX - Northern Funds - Northern Bond Index Fund
PayPay Securities Corp
Hillman Capital Management, Inc.
First Horizon Advisors, Inc.
Tandem Capital Management Corp /adv
Prudential Financial Inc
Zurich Insurance Group Ltd/FI
Advisors Asset Management, Inc.
Michels Family Financial, LLC
Fairscale Capital, LLC
Golden State Wealth Management, LLC
Axxcess Wealth Management, Llc
DekaBank Deutsche Girozentrale
MASTERINVEST Kapitalanlage GmbH
Patriot Financial Group Insurance Agency, LLC
Romano Brothers And Company
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
Bruce G. Allen Investments, LLC
Midwest Trust Co
Marco Investment Management Llc
Boston Family Office Llc
Integrated Advisors Network LLC
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
Leuthold Group, Llc
Blackrock Credit Allocation Income Trust
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
Ball & Co Wealth Management Inc.
Wealth Advisory Solutions, LLC
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
RMR Wealth Builders
Brookstone Capital Management
Optimize Financial Inc
Polaris Capital Management, LLC
Value Partners Investments Inc.
Susquehanna Portfolio Strategies, LLC
AMG National Trust Bank
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
Atria Wealth Solutions, Inc.
Strategic Wealth Partners, Ltd.
Virtue Capital Management, LLC
Quarry LP
Motco
Y-Intercept (Hong Kong) Ltd
Alerus Financial Na
Nbt Bank N A /ny
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
First American Trust, Fsb
Gladstone Institutional Advisory LLC
Ubs Asset Management Americas Inc
Hoey Investments, Inc
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
Td Asset Management Inc
Hall Laurie J Trustee
Principal Street Partners, LLC
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
Mizuho Securities Usa Llc
Janus Henderson Group Plc
Cornerstone Strategic Value Fund Inc
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
Indiana Trust & Investment Management CO
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
Vident Advisory, LLC
Gabelli Healthcare & Wellnessrx Trust
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
Hilltop Holdings Inc.
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
Old Second National Bank Of Aurora
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
Northern Trust Corp
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Mission Wealth Management, Lp
Valley National Advisers Inc
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
Meyer Handelman Co
Klingenstein Fields & Co Lp
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
Hancock Whitney Corp
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
Two Roads Shared Trust - Conductor Global Equity Value ETF
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y
Belpointe Asset Management LLC
Weil Company, Inc.
Coldstream Capital Management Inc
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
MKT Advisors LLC
Integrated Quantitative Investments LLC
Bank of New York Mellon Corp
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
JPMorgan Institutional Trust - JPMorgan Core Bond Trust
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I
Capital International Sarl
Capital International Inc /ca/
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
Strategic Wealth Designers
CIBC World Markets Inc.
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF
Home Federal Bank Of Tennessee
Northeast Investment Management
Mariner, LLC
Resources Investment Advisors, LLC.
Sage Mountain Advisors LLC
Horizon Bancorp Inc /in/
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
Woodard & Co Asset Management Group Inc /adv
Trust Co Of Vermont
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
Axiom Financial Strategies, LLC
Advisory Alpha, LLC
Blume Capital Management, Inc.
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
DecisionPoint Financial, LLC
Police & Firemen's Retirement System of New Jersey
Bartlett & Co. Wealth Management Llc
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
SWAN Capital LLC
BCU Wealth Advisors, LLC
Equitable Holdings, Inc.
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
KKM Financial LLC
ExodusPoint Capital Management, LP
Wincap Financial Llc
Novare Capital Management Llc
Fortis Advisors, LLC
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
Pitcairn Co
Lansforsakringar Fondforvaltning AB (publ)
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio
Nations Financial Group Inc, /ia/ /adv
Topsail Wealth Management, LLC
Quinn Opportunity Partners LLC
Credential Qtrade Securities Inc.
Riverview Trust Co
FT Vest Total Return Income Fund: Series A2
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
Rafferty Asset Management, LLC
Advanced Series Trust - Ast Advanced Strategies Portfolio
Aviva Plc
Schonfeld Strategic Advisors LLC
Transamerica Financial Advisors, Inc.
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
GIMFX - GMO TRUST - GMO Implementation Fund
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
Bernard Wealth Management Corp.
Ipsen Advisor Group LLC
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A
WealthCollab, LLC
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I
Natixis Advisors, L.p.
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
S&t Bank/pa
Whitebox Advisors Llc
Guggenheim Capital Llc
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
Kentucky Retirement Systems Insurance Trust Fund
Lee Danner & Bass Inc
Union Savings Bank
B. Metzler seel. Sohn & Co. AG
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y
HFM Investment Advisors, LLC
Cadence Wealth Management LLC
Sagespring Wealth Partners, Llc
Pensionfund Sabic
Advisors Capital Management, LLC
Neumann Capital Management, LLC
National Bank Of Canada /fi/
Sunbelt Securities, Inc.
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
Johnson Financial Group, Inc.
Intrust Bank Na
Snowden Capital Advisors LLC
Pure Financial Advisors, Inc.
Pacifica Partners Inc.
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
Forsta Ap-fonden
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
Wolverine Trading, Llc
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
Moors & Cabot, Inc.
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
Searle & Co.
Strategic Investment Solutions, Inc. /IL
Shell Asset Management Co
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
Farmers & Merchants Investments Inc
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
Vaughan Nelson Investment Management, L.p.
West Family Investments, Inc.
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
Mitsubishi UFJ Trust & Banking Corp
Allianzgi Equity & Convertible Income Fund
Thematics Asset Management
Sava Infond d.o.o.
Prudential Plc
Man Group plc
Mackenzie Financial Corp
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
Texas Permanent School Fund
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
StoneX Group Inc.
Ontario Teachers Pension Plan Board
Acadian Asset Management Llc
Allspring Global Investments Holdings, LLC
Symmetry Partners, LLC
Mn Services Vermogensbeheer B.V.
Freestone Grove Partners LP
Cohen Klingenstein LLC
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares
CI Private Wealth, LLC
Mid-American Wealth Advisory Group, Inc.
J.w. Cole Advisors, Inc.
Midland Wealth Advisors Llc
Concord Wealth Partners
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
OmniStar Financial Group, Inc.
Vinva Investment Management Ltd
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
Strengthening Families & Communities, LLC
Twin Lakes Capital Management, LLC
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares
TCTC Holdings, LLC
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
Wealth Preservation Advisors, LLC
City State Bank
ProShare Advisors LLC
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
OMERS ADMINISTRATION Corp
Investment Management Corp of Ontario
Hara Capital LLC
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
Rakuten Investment Management, Inc.
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class
Apella Capital, LLC
Poinciana Advisors Group, Llc
apricus wealth, LLC
Flaharty Asset Management, LLC
Intrua Financial, LLC
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF
DnB Asset Management AS
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
Pekin Hardy Strauss, Inc.
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
Great Point Wealth Advisors, LLC
Investors Research Corp
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
Register Financial Advisors LLC
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I
PFG Investments, LLC
Brandes Investment Partners, Lp
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
Sentinel Trust Co Lba
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
Waters Parkerson & Co., Llc
Opal Wealth Advisors, LLC
Rahlfs Capital, Llc
Bayforest Capital Ltd
Chilton Capital Management Llc
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
Handelsbanken Fonder AB
Graypoint LLC
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
Gables Capital Management Inc.
Simplex Trading, Llc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
Heritage Wealth Advisors
Financial Engines Advisors L.L.C.
Legacy Capital Wealth Partners, LLC
Bank Julius Baer & Co. Ltd, Zurich
Volterra Technologies LP
Fulcrum Asset Management LLP
Gamco Investors, Inc. Et Al
Catalytic Wealth RIA, LLC
Family Legacy, Inc.
U.S. Capital Wealth Advisors, LLC
Ballentine Partners, LLC
Mesirow Financial Investment Management, Inc.
Old National Bancorp /in/
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
Pathway Financial Advisers, LLC
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
Eaton Vance Tax-managed Buy-write Income Fund
Retirement Planning Co of New England, Inc.
ASR Vermogensbeheer N.V.
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
Hanson & Doremus Investment Management
Warren Averett Asset Management, LLC
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
Blue Bell Private Wealth Management, Llc
Allworth Financial LP
Webster Bank, N. A.
1st Source Bank
Park Place Capital Corp
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
Grant/GrossMendelsohn, LLC
Patrick Mauro Investment Advisor, INC.
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
FT Vest Total Return Income Fund: Series A3
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
Mystic Asset Management, Inc.
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF
Spinnaker Trust
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
Chiron Capital Management, Llc
Auto-Owners Insurance Co
Dodge & Cox
Rehmann Capital Advisory Group
Fifth Third Wealth Advisors LLC
Copperwynd Financial, LLC
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
Edgar Lomax Co/va
NJ State Employees Deferred Compensation Plan
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
Thompson Investment Management, Inc.
Peak Financial Advisors Llc
Capital International Investors
Colrain Capital Llc
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
CTC Alternative Strategies, Ltd.
FNY Investment Advisers, LLC
John Hancock Funds II - Health Sciences Fund Class NAV
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
Adage Capital Partners Gp, L.l.c.
Jane Street Group, Llc
Group One Trading, L.p.
Bradley Foster & Sargent Inc/ct
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
Grantham, Mayo, Van Otterloo & Co. LLC
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
Widmann Financial Services, Inc.
Delta Capital Management Llc
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
Blair William & Co/il
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund
Kendall Capital Management
IPG Investment Advisors LLC
Atlantic Union Bankshares Corp
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
Smith Chas P & Associates Pa Cpas
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
Newbridge Financial Services Group, Inc.
Lawson Kroeker Investment Management Inc/ne
TD Waterhouse Canada Inc.
Checchi Capital Advisers, LLC
Armstrong Advisory Group, Inc
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Tobam
CHICAGO TRUST Co NA
Sentry LLC
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
LFA - Lugano Financial Advisors SA
Cubist Systematic Strategies, LLC
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
DVY - iSHARES TRUST - iShares Select Dividend ETF
Creekmur Asset Management LLC
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares
Painted Porch Advisors LLC
Foster Dykema Cabot & Partners, Llc
Armis Advisers, LLC
Caption Management, LLC
Proffitt & Goodson Inc
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
MONECO Advisors, LLC
Bokf, Na
OneAscent Financial Services LLC
Global Wealth Strategies & Associates
Fjarde Ap-fonden /fourth Swedish National Pension Fund
Elequin Capital Lp
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
Beacon Investment Advisors Llc
Coastal Investment Advisors, Inc.
Jupiter Asset Management Ltd
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
Point72 (DIFC) Ltd
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
Empower Advisory Group, LLC
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
Alpha Family Trust
Prestige Wealth Management Group LLC
Franklin Resources Inc
Collar Capital Management, LLC
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
USS Investment Management Ltd
GFS Advisors, LLC
Spdr S&p 500 Etf Trust
M&G Plc
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
Standard Life Aberdeen plc
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
J. W. Coons Advisors, LLC
Bank Of America Corp /de/
Mufg Securities Americas Inc.
CVAR - ETF Opportunities Trust - Cultivar ETF
Meridian Financial, LLC
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
Illinois Municipal Retirement Fund
LexAurum Advisors, LLC
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
Gw Henssler & Associates Ltd
Swiss National Bank
State of Alaska, Department of Revenue
Bank Of Nova Scotia
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
AE Wealth Management LLC
Twin Capital Management Inc
V-Square Quantitative Management LLC
Sierra Ocean, Llc
Main Street Group, LTD
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV
Us Bancorp \de\
Segall Bryant & Hamill, Llc
Morgan Stanley
Capital City Trust Co/fl
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
Gifford Fong Associates
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
Ellis Investment Partners, LLC
Dai-Ichi Life Insurance Company, Ltd
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
State of Tennessee, Treasury Department
Semmax Financial Advisors Inc.
Bayesian Capital Management, LP
Aurdan Capital Management, LLC
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
DAACX - Adviser Managed Trust - Diversified Equity Fund
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
Carlton Hofferkamp & Jenks Wealth Management, LLC
Scharf Investments, Llc
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
Ofi Invest Asset Management
Bard Financial Services, Inc.
Penserra Capital Management LLC
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
Kayne Anderson Rudnick Investment Management Llc
Anchor Investment Management, LLC
Fmr Llc
Van Eck Associates Corp
BlackRock Health Sciences Trust II
Keynote Financial Services Llc
Foundations Investment Advisors, LLC
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II
Rialto Wealth Management, LLC
Hartford Investment Management Co
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
Teza Capital Management LLC
FT Vest Total Return Income Fund: Series B1
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
Tri-continental Corp
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
Great West Life Assurance Co /can/
Candriam Luxembourg S.C.A.
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
Maryland State Retirement & Pension System
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
Centricity Wealth Management, LLC
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class
National Asset Management, Inc.
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
Nicolet Bankshares Inc
Integrated Wealth Concepts LLC
Poehling Capital Management, LLC
Atlantic Edge Private Wealth Management, LLC
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
tru Independence LLC
Busey Wealth Management
Envestnet Portfolio Solutions, Inc.
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio
Bank Of Montreal /can/
Commonwealth Equity Services, Llc
Profunds - Profund Vp Ultrabull
Richard Bernstein Advisors LLC
Cornerstone Wealth Management, LLC
Natixis
Plan Group Financial, LLC
Dixon Fnancial Services, Inc.
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
WealthTrust Axiom LLC
Stephens Consulting, LLC
Cozad Asset Management Inc
Seizert Capital Partners, Llc
Venture Visionary Partners LLC
Bellevue Asset Management, Llc
Stephens Inc /ar/
Turtle Creek Asset Management Inc.
Cobblestone Capital Advisors Llc /ny/
Pensionmark Financial Group, Llc
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
Groupama Asset Managment
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional
Quadcap Wealth Management, LLC
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
Decker Retirement Planning Inc.
Round Rock Advisors, LLC
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
Elo Mutual Pension Insurance Co
Cwm, Llc
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
VAUGHAN & Co SECURITIES, INC.
Metis Global Partners, LLC
Beach Investment Counsel Inc/pa
New England Capital Financial Advisors LLC
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
Sterling Capital Management LLC
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
Orion Capital Management LLC
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
Versant Capital Management, Inc
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
Long Focus Capital Management, Llc
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
PrairieView Partners, LLC
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
Atlas Capital Advisors Llc
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
ENDW - EA Series Trust - Cambria Endowment Style ETF
Northwest & Ethical Investments L.P.
Allianz Se
United Asset Strategies, Inc.
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
Triangle Securities Wealth Management
Raiffeisen Bank International AG
Summit Financial Wealth Advisors, LLC
IHT Wealth Management, LLC
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
Altfest L J & Co Inc
HAP Trading, LLC
Nichols & Pratt Advisers Llp /ma
Concurrent Investment Advisors, LLC
Vectors Research Management, LLC
Clean Yield Group
Putney Financial Group LLC
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
Jacobi Capital Management LLC
Barclays Plc
Kera Capital Partners, Inc.
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
Amalgamated Bank
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund
Abound Wealth Management
Bellwether Advisors, LLC
BlackRock, Inc.
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
Folger Nolan Fleming Douglas Capital Management, Inc
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
Sittner & Nelson, Llc
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
Patient Capital Management, LLC
Bridgewater Advisors Inc.
United Capital Financial Advisers, Llc
Flagship Wealth Advisors, Llc
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares
Murphy & Mullick Capital Management Corp
Brighton Jones Llc
Matrix Private Capital Group Llc
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
Camelot Portfolios, LLC
Smithfield Trust Co
John Hancock Hedged Equity & Income Fund
Athena Investment Management
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
LVPIX - Profunds - Large-cap Value Profund Investor Class
Hudson Bay Capital Management LP
Skandinaviska Enskilda Banken AB (publ)
Premier Path Wealth Partners, LLC
Vise Technologies, Inc.
ROSS\JOHNSON & Associates LLC
Newman Dignan & Sheerar, Inc.
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
Aviance Capital Partners, LLC
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
Sector Gamma As
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
Salem Investment Counselors Inc
Aprio Wealth Management, LLC
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
Bahl & Gaynor Inc
Rockland Trust Co
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
Grimes & Company, Inc.
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
Ieq Capital, Llc
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
Congress Wealth Management LLC / DE /
Centennial Wealth Advisory LLC
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
Legacy Bridge, LLC
Wellington Global Multi-Strategy Fund
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
Balyasny Asset Management Llc
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
Northern Oak Wealth Management Inc
Fort Washington Investment Advisors Inc /oh/
Victory Capital Management Inc
Vision Capital Management, Inc.
Crossmark Global Holdings, Inc.
Leavell Investment Management, Inc.
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio
Pzena Investment Management Llc
California State Teachers Retirement System
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
Assetmark, Inc
Avantax Advisory Services, Inc.
Tiaa Trust, National Association
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF
Vermillion & White Wealth Management Group, LLC
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Waycross Partners, Llc
Wetherby Asset Management Inc
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
Front Row Advisors LLC
Advisory Services Network, LLC
Dearborn Partners Llc
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
Cinctive Capital Management LP
CBIZ Investment Advisory Services, LLC
Connor, Clark & Lunn Investment Management Ltd.
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
Key FInancial Inc
Walleye Trading LLC
Chevy Chase Trust Holdings, Inc.
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
Oliver Lagore Vanvalin Investment Group
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
Generali Investments Towarzystwo Funduszy Inwestycyjnych
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
Pinney & Scofield, Inc.
Coerente Capital Management
Charles Schwab Investment Management Inc
Boothbay Fund Management, Llc
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
Alpine Global Dynamic Dividend Fund
Northwestern Mutual Wealth Management Co
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
Cedar Mountain Advisors, LLC
Laurion Capital Management LP
Generali Investments CEE, investicni spolecnost, a.s.
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
Chicago Partners Investment Group LLC
Kiltearn Partners LLP
Gulf International Bank (UK) Ltd
Consultiva Wealth Management, Corp.
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
Cacti Asset Management Llc
BLPIX - Profunds - Bull Profund Investor Class
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
Alliance Wealth Advisors, LLC /UT
Pinnacle Bancorp, Inc.
Daiwa Securities Group Inc.
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
Quadrature Capital Ltd
Brinker Capital Investments, LLC
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
Financial Network Wealth Advisors LLC
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
Cullinan Associates Inc
Banco Bilbao Vizcaya Argentaria, S.a.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Profunds - Profund Vp Health Care
Souders Financial Advisors
First Citizens Bank & Trust Co
Beaton Management Co. Inc.
Annis Gardner Whiting Capital Advisors, LLC
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
Avion Wealth
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
Greenwich Wealth Management LLC
Novem Group
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
D.a. Davidson & Co.
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund
Clarion Wealth Managment Partners, LLC
Crescent Grove Advisors, LLC
M.e. Allison & Co., Inc.
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
USA Financial Portformulas Corp
Banque Pictet & Cie Sa
Peoples Financial Services Corp.
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
Missouri Trust & Investment Co
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
Pin Oak Investment Advisors Inc
Comprehensive Financial Planning, Inc./PA
Cornerstone Advisors, LLC
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
Motley Fool Asset Management LLC
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
Rise Advisors, LLC
Mascoma Wealth Management LLC
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
Financial Management Professionals, Inc.
Paralel Advisors LLC
AA Financial Advisors, LLC
Robinson Value Management, Ltd.
RVRB - ADVISORS SERIES TRUST - Reverb ETF
Coppell Advisory Solutions LLC
Teacher Retirement System Of Texas
Bangor Savings Bank
Cheviot Value Management, LLC
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
LVW Advisors, LLC
HighPoint Advisor Group LLC
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
Robbins Farley Llc
Woodstock Corp
Canada Pension Plan Investment Board
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
Css Llc/il
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
Caisse De Depot Et Placement Du Quebec
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
ARGA Investment Management, LP
Wedbush Securities Inc
Granite FO LLC
Koshinski Asset Management, Inc.
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund
Summit Financial, LLC
Shorepoint Capital Partners LLC
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
Parr Mcknight Wealth Management Group, Llc
Essex LLC
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A
Promus Capital, LLC
Allianzgi Diversified Income & Convertible Fund
Cullen Investment Group, Ltd.
Sterling Financial Group, Inc.
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
Mediolanum International Funds Ltd
PACIFIC SELECT FUND - Equity Index Portfolio Class I
Mb, Levis & Associates, Llc
PARK CIRCLE Co
Signaturefd, Llc
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
Kovitz Investment Group Partners, LLC
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
Loomis Sayles & Co L P
Pacific Center for Financial Services
Meeder Advisory Services, Inc.
Banco Santander, S.A.
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
FineMark National Bank & Trust
Seacrest Wealth Management, Llc
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
Harris Associates L P
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
Callahan Advisors, LLC
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Delta Financial Advisors Llc
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
Rakuten Securities, Inc.
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund
Arrowstreet Capital, Limited Partnership
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
Ensign Peak Advisors, Inc
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
TriaGen Wealth Management LLC
Banque Cantonale Vaudoise
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
Oregon Public Employees Retirement Fund
Boston Private Wealth Llc
Vicus Capital
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
Impact Partnership Wealth, LLC
Ipswich Investment Management Co., Inc.
Parkwood LLC
Dynamic Advisor Solutions LLC
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Quest Partners LLC
PKS Advisory Services, LLC
Integrity Alliance, Llc.
PARUS FINANCE (UK) Ltd
Whittier Trust Co Of Nevada Inc
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
FT Vest Hedged Equity Income Fund: Series A4
IWB - iSHARES TRUST - iShares Russell 1000 ETF
LifeWealth Investments, LLC
Altshuler Shaham Ltd
Savvy Advisors, Inc.
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Pathstone Holdings, LLC
Williams Financial, LLC
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
Invesco Ltd.
Janney Montgomery Scott LLC
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund
Krilogy Financial LLC
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
Retirement Systems of Alabama
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
Simon Quick Advisors, Llc
American Capital Advisory, LLC
Key Client Fiduciary Advisors, LLC
APG Asset Management US Inc.
Ally Financial Inc.
Ulland Investment Advisors, LLC
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Wolverine Asset Management Llc
Vista Private Wealth Partners. LLC
Evergreen Capital Management Llc
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
Oak Hill Wealth Advisors, Llc
Fiduciary Trust Co
F&V Capital Management, LLC
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
Vestcor Inc
La Banque Postale Asset Management SA
Evolution Wealth Management Inc.
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
JustInvest LLC
Versor Investments LP
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
Vontobel Holding Ltd.
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
Macquarie Group Ltd
Golden Reserve Retirement LLC
Dixon Mitchell Investment Counsel Inc.
PENN SERIES FUNDS INC - Index 500 Fund
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
Narwhal Capital Management
Tradewinds Capital Management, LLC
Lynch & Associates/in
Canton Hathaway, LLC
Borer Denton & Associates, Inc.
Money Concepts Capital Corp
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
Wellington Capital Management, Inc.
Gibbs Wealth Management
Principal Financial Group Inc
Madison Asset Management, LLC
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
Commerce Bank
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
Addison Capital Co
Atalanta Sosnoff Capital, Llc
N.E.W. Advisory Services LLC
City Center Advisors, LLC
Wescott Financial Advisory Group, LLC
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
FSA Wealth Management LLC
Cercano Management LLC
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
BI Asset Management Fondsmaeglerselskab A/S
Forum Private Client Group LLC
Simmons Bank
WFA Asset Management Corp
Alliance Wealth Advisors, LLC
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Welch & Forbes Llc
Callodine Capital Management, LP
Wallace Advisory Group, LLC
Empire Financial Management Company, LLC
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
Sigma Planning Corp
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
Centerpoint Advisors, LLC
Jennison Associates Llc
HB Wealth Management, LLC
Treasurer of the State of North Carolina
Verition Fund Management LLC
Global Retirement Partners, LLC
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
Argyle Capital Management Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
BXM Wealth LLC
Siemens Fonds Invest GmbH
Dakota Wealth Management
Scott Marsh Financial, LLC
Hills Bank & Trust Co
Forza Wealth Management, LLC
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
TT Capital Management LLC
Duncker Streett & Co Inc
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
Dorsey & Whitney Trust CO LLC
ProVise Management Group, LLC
Buckingham Strategic Partners
Fwl Investment Management, Llc
Somerville Kurt F
VMAX - Lattice Strategies Trust - Hartford US Value ETF
MetLife Investment Management, LLC
UBS Group AG
Essex Savings Bank
BW Gestao de Investimentos Ltda.
Triglav Skladi, D.o.o.
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
Te Ahumairangi Investment Management Ltd
SPC Financial, Inc.
Syon Capital Llc
Archer Investment Corp
CLARET ASSET MANAGEMENT Corp
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
Citigroup Inc
TCW ETF Trust - TCW Flexible Income ETF
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
New England Asset Management Inc
Lantz Financial LLC
Center for Financial Planning, Inc.
Ascent Group, LLC
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
NorthRock Partners, LLC
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
APG Asset Management N.V.
Simplify Asset Management Inc.
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
Laurel Wealth Advisors LLC
Stifel Financial Corp
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
Becker Capital Management Inc
Diversify Wealth Management, Llc
Ausdal Financial Partners, Inc.
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
Voya Global Advantage & Premium Opportunity Fund
EverSource Wealth Advisors, LLC
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
Modera Wealth Management, LLC
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Olistico Wealth, LLC
Hemenway Trust Co LLC
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
Binnacle Investments Inc
Capula Management Ltd
T. Rowe Price Investment Management, Inc.
Change Path, LLC
WealthTrak Capital Management LLC
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
MRP Capital Investments, LLC
Lowe Brockenbrough & Co Inc
Asset Dedication, LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
Symphony Financial, Ltd. Co.
First Western Trust Bank
Core Alternative Capital
Cibc World Markets Corp
Daymark Wealth Partners, Llc
Wbh Advisory Inc
Shelton Capital Management
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
Generali Investments, Management Co LLC
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
Regions Financial Corp
Clarity Asset Management, Inc.
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
Tyler-Stone Wealth Management
Cetera Trust Company, N.A
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
Y.D. More Investments Ltd
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
Riggs Asset Managment Co. Inc.
Ridgewood Investments LLC
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
Mubadala Investment Co PJSC
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
Slagle Financial, LLC
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
Miller Wealth Advisors, Llc
Inlight Wealth Management, LLC
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
Jnl Series Trust - Jnl/s&p 4 Fund (a)
PKO Investment Management Joint-Stock Co
Wealth Watch Advisors, INC
Citizens Financial Group Inc/ri
AIA Group Ltd
Bell Investment Advisors, Inc
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
Keybank National Association/oh
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
10Elms LLP
Mizuho Markets Cayman LP
Resona Asset Management Co.,Ltd.
Proficio Capital Partners LLC
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
Pineridge Advisors LLC
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
Elevation Series Trust - TrueShares Active Yield ETF
Vaughan David Investments Inc/il
Zrc Wealth Management, Llc
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB
Advisor Group Holdings, Inc.
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
Venturi Wealth Management, LLC
Creative Financial Designs Inc /adv
Independence Asset Advisors, LLC
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
KPP Advisory Services LLC
Capstone Investment Advisors, Llc
Jpmorgan Chase & Co
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5
Monetary Management Group Inc
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
Hennessy Advisors Inc
Logan Capital Management Inc
Cladis Investment Advisory, LLC
Prevail Innovative Wealth Advisors, Llc
Lorne Steinberg Wealth Management Inc.
Mitchell Mcleod Pugh & Williams Inc
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
Strategic Planning, Inc.
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
Exencial Wealth Advisors, Llc
Kingswood Wealth Advisors, Llc
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
Personal Cfo Solutions, Llc
Kiker Wealth Management, LLC
Intech Investment Management Llc
Savant Capital, LLC
Redwood Investment Management, Llc
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio
Founders Financial Securities Llc
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
West Branch Capital LLC
Pinnacle Associates Ltd
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
First Interstate Bank
Jfs Wealth Advisors, Llc
Independence Bank of Kentucky
Nova Wealth Management, Inc.
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF
Iron Horse Wealth Management, LLC
Princeton Global Asset Management LLC
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF
Signal Advisors Wealth, LLC
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Regal Investment Advisors LLC
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
Healthcare Of Ontario Pension Plan Trust Fund
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
Compass Wealth Management LLC
Aspect Partners, LLC
Centaurus Financial, Inc.
Atria Investments Llc
VeraBank, N.A.
Sumitomo Mitsui DS Asset Management Company, Ltd
Zurcher Kantonalbank (Zurich Cantonalbank)
Mountain Hill Investment Partners Corp.
CNB Bank
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
Ing Groep Nv
Red Tortoise LLC
Summit X, LLC
Beacon Financial Group
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
Revolve Wealth Partners, LLC
City Holding Co
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
Tsfg, Llc
EBI - RBB Fund Trust - Longview Advantage ETF
Procyon Private Wealth Partners, LLC
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Mma Asset Management Llc
Onefund, Llc
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
Dynamic Technology Lab Private Ltd
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
McIlrath & Eck, LLC
Aaron Wealth Advisors LLC
FSM Wealth Advisors, LLC
Citadel Advisors Llc
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
North Forty Two & Co.
Hollencrest Capital Management
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
Other Listings
MX:CVS
CH:CVS
PE:CVS
GB:0HRS US$ 70,90
IT:1CVS € 62,84
US:CVS US$ 70,26
GB:CVSD
DE:CVS € 59,99
CL:CVSCL
CL:CVS
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