AT:MOCO / Moody's Corporation - Net Long/Short Value

Moody's Corporation
AT ˙ WBAG ˙ US6153691059
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2025-07-10
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AT:MOCO / Moody's 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)
Pathway Financial Advisors LLC
BLACKROCK ADVANTAGE GLOBAL FUND, INC. - BLACKROCK ADVANTAGE GLOBAL FUND, INC. Investor A
Davidson Trust Co
Harvest Fund Management Co., Ltd
Lido Advisors, LLC
Human Investing LLC
Ewa, Llc
Sharkey, Howes & Javer
Valley National Advisers Inc
LVW Advisors, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Landscape Capital Management, L.l.c.
Lazard Freres Gestion S.A.S.
Assenagon Asset Management S.A.
Bruce G. Allen Investments, LLC
Goldman Sachs Group Inc
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
Raiffeisen Bank International AG
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
Cercano Management LLC
Mercer Global Advisors Inc /adv
Ignite Planners, LLC
Sovran Advisors, LLC
Marks Group Wealth Management, Inc
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
FourThought Financial Partners, LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
Legato Capital Management LLC
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Equitable Trust Co
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
Charles Schwab Investment Management Inc
OALC - UNIFIED SERIES TRUST - OneAscent Large Cap Core ETF
Ancora Advisors, LLC
Ameritas Investment Partners, Inc.
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
Rothschild Investment Llc
Avidian Wealth Solutions, LLC
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
Asset Management Group, Inc.
UMA Financial Services, Inc.
CWS - AdvisorShares Trust - AdvisorShares Focused Equity ETF
Dimensional Fund Advisors Lp
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Blue Chip Account Class 3
McLean Asset Management Corp
CIBC Private Wealth Group, LLC
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Atria Investments Llc
Venturi Wealth Management, LLC
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
Fiduciary Trust Co
JNBA Financial Advisors
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
Simmons Bank
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Optimize Financial Inc
General Partner, Inc.
Cypress Capital Group
FCLKX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock K6 Fund
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Core V.I. Fund Class I
Camden Capital, LLC
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
PFSAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Financial Services Fund Class A
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
Gwn Securities Inc.
Castle Rock Wealth Management, LLC
YCGEX - YCG Funds - YCG Enhanced Fund Class R Shares
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Global Core Equity Fund Series I
Allianz Asset Management GmbH
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
GWM Advisors LLC
CAML - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth ETF
Renaissance Group Llc
Crews Bank & Trust
PRWAX - T. Rowe Price New America Growth Fund, Inc. - T. Rowe Price New America Growth Fund
Columbia Funds Variable Series Trust II - CTIVP - Loomis Sayles Growth Fund Class 1
Atlas Capital Advisors Llc
Campbell & CO Investment Adviser LLC
Guardian Wealth Advisors, Llc / Nc
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
iA Global Asset Management Inc.
Aft, Forsyth & Sober, LLC
Bank Of Nova Scotia
IFM Investors Pty Ltd
Connecticut Wealth Management, LLC
TD Capital Management LLC
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
JABLX - JANUS ASPEN SERIES - Janus Henderson Balanced Portfolio Service Shares
London & Capital Asset Management Ltd
SPHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Quality ETF
FSTAX - FIDELITY ADVISOR SERIES II - Fidelity Advisor Strategic Income Fund Class A
Whipplewood Advisors, LLC
Guardian Capital Lp
Simon Quick Advisors, Llc
Close Asset Management Ltd
Envestnet Asset Management Inc
BlackRock Variable Series Funds, Inc. - BlackRock Advantage Large Cap Value V.I. Fund Class I
Covestor Ltd
Credential Qtrade Securities Inc.
IAI - iSHARES TRUST - iShares U.S. Broker-Dealers & Securities Exchanges ETF
EQ ADVISORS TRUST - 1290 VT SmartBeta Equity Portfolio Class IB
Vident Advisory, LLC
Allspring Global Investments Holdings, LLC
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
YOKE - EA Series Trust - Yoke Core ETF
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
Pinnacle Financial Partners Inc
Creative Financial Designs Inc /adv
Cherokee Insurance Co
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
Quarry LP
Wetherby Asset Management Inc
HighTower Advisors, LLC
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
NORTHWESTERN MUTUAL SERIES FUND INC - Mid Cap Growth Stock Portfolio
Maverick Capital Ltd
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
Johnson Investment Counsel Inc
FAGIX - FIDELITY SUMMER STREET TRUST - Fidelity Capital & Income Fund
Victory Financial Group, Llc
RILA - Spinnaker ETF Series - Indexperts Gorilla Aggressive Growth ETF
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
Concurrent Investment Advisors, LLC
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
Clarius Group, LLC
Investment Management Corp of Ontario
Borer Denton & Associates, Inc.
Global Retirement Partners, LLC
Congress Wealth Management LLC / DE /
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
Raymond James Financial Inc
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
Tax-managed Growth Portfolio - Tax-managed Growth Portfolio
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
Charter Trust Co
SRN Advisors, LLC
Kestra Advisory Services, LLC
FCTR - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Lunt U.S. Factor Rotation ETF
Advisors Capital Management, LLC
Centricity Wealth Management, LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
Sterling Capital Management LLC
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
Syon Capital Llc
Rakuten Investment Management, Inc.
FIVFX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation Fund
Cresset Asset Management, LLC
Pitcairn Co
IMG Wealth Management, Inc.
Cornercap Investment Counsel Inc
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Mid Cap Growth Portfolio Class I Shares
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
Sei Investments Co
Kimelman & Baird, LLC
Frank, Rimerman Advisors LLC
Abel Hall, LLC
Beaumont Financial Advisors, LLC
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
Maryland State Retirement & Pension System
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
Spdr S&p 500 Etf Trust
Angeles Wealth Management, Llc
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
First Manhattan Co
Livforsakringsbolaget Skandia, Omsesidigt
Chilton Investment Co Llc
Rexford Capital Inc
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
Jnl Series Trust - Jnl/s&p 4 Fund (a)
Signature Resources Capital Management, LLC
Fiduciary Family Office, Llc
Global X Japan Co., Ltd.
Lawson Kroeker Investment Management Inc/ne
QGRW - WisdomTree Trust - WisdomTree U.S. Quality Growth Fund N/A
Candlestick Capital Management LP
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
PABU - iSHARES TRUST - iShares Paris-Aligned Climate MSCI USA ETF
THRIVENT SERIES FUND INC - Thrivent Diversified Income Plus Portfolio Class A
IETC - iShares U.S. ETF Trust - iShares Evolved U.S. Technology ETF
Resolute Wealth Strategies, LLC
Quest Partners LLC
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
Moore Capital Management, Lp
Crestwood Advisors Group LLC
HAPI - Harbor ETF Trust - Harbor Corporate Culture ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
Country Trust Bank
PALCX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Allocation Fund Class C
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
Bridgewater Advisors Inc.
Hilltop National Bank
Taikang Asset Management (Hong Kong) Co Ltd
FEOPX - FIDELITY INVESTMENT TRUST - Fidelity Enduring Opportunities Fund
MAINSTAY VP FUNDS TRUST - MainStay VP Janus Henderson Balanced Portfolio Initial Class
Castleview Partners, Llc
Wellington Management Group Llp
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
Sierra Ocean, Llc
True Wealth Design, LLC
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
RECS - Columbia ETF Trust I - Columbia Research Enhanced Core ETF
Investment Management Corp /va/ /adv
GGCAX - Gamco Growth Fund - The Gamco Growth Fund Class A
Great Lakes Advisors, Llc
Baron Wealth Management LLC
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
Geneos Wealth Management Inc.
V-Square Quantitative Management LLC
DnB Asset Management AS
Lineweaver Wealth Advisors, LLC
Cromwell Holdings LLC
Bahl & Gaynor Inc
Barclays Plc
Cooper Financial Group
Vanguard Group Inc
Flossbach Von Storch Ag
Aegon Asset Management Uk Plc
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
DTEC - ALPS ETF Trust - ALPS DISRUPTIVE TECHNOLOGIES ETF
Dimension Capital Management Llc
West Family Investments, Inc.
Shell Asset Management Co
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
Net Worth Advisory Group
Universal- Beteiligungs- und Servicegesellschaft mbH
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
Zions Bancorporation, National Association /ut/
Avalon Trust Co
RBB FUND, INC. - SGI Enhanced Market Leaders ETF
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
Center for Financial Planning, Inc.
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
Susquehanna Portfolio Strategies, LLC
CHGX - Investment Managers Series Trust II - AXS Change Finance ESG ETF
Greenleaf Trust
Blueshift Asset Management, LLC
Sanibel Captiva Trust Company, Inc.
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
Blue Zone Wealth Advisors, LLC
Hughes Financial Services, LLC
SVIIX - VIRTUS ASSET TRUST - Virtus Ceredex Large-Cap Value Equity Fund Class A
ABWAX - AB PORTFOLIOS - AB All Market Total Return Portfolio Class A
Hantz Financial Services, Inc.
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
Hartford Investment Management Co
Prestige Wealth Management Group LLC
MFEGX - MFS SERIES TRUST II - MFS Growth Fund A
Dock Street Asset Management Inc
Tyche Wealth Partners LLC
Gateway Investment Advisers Llc
Pineridge Advisors LLC
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
Regions Financial Corp
Systematic Alpha Investments, LLC
Handelsbanken Fonder AB
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Fidelity Institutional AM Worldwide Fund Class II
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
RYFIX - RYDEX SERIES FUNDS - Financial Services Fund Investor Class
Penobscot Investment Management Company, Inc.
Amalgamated Bank
Empirical Asset Management, LLC
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
SBI Securities Co., Ltd.
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
MNHCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Maximum Term Series Class L
Kathmere Capital Management, LLC
Ferguson Wellman Capital Management, Inc
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
Stanley Capital Management, LLC
Atom Investors LP
Stonebridge Capital Management Inc
Mount Yale Investment Advisors, LLC
Arrowstreet Capital, Limited Partnership
TD Waterhouse Canada Inc.
Xponance, Inc.
Farmers & Merchants Investments Inc
Cetera Investment Advisers
Lansing Management LP
Kovitz Investment Group Partners, LLC
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
LGT Fund Management Co Ltd.
CENTRAL TRUST Co
Bank Julius Baer & Co. Ltd, Zurich
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
UIVRX - MFS SERIES TRUST VII - MFS Intrinsic Value Fund R6
Profund Advisors Llc
ICONIQ Capital, LLC
QGI2Q - VARIABLE INSURANCE PRODUCTS FUND III - Growth & Income Portfolio Initial Class
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
Jackson, Grant Investment Advisers, Inc.
Markel Corp
USCL - iSHARES TRUST - iShares Climate Conscious & Transition MSCI USA ETF
Catalytic Wealth RIA, LLC
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
Burney Co/
Canada Pension Plan Investment Board
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
AKREX - PROFESSIONALLY MANAGED PORTFOLIOS - Akre Focus Fund Retail Class
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
STXG - EA Series Trust - Strive 1000 Growth ETF
Spinnaker Trust
JSTC - Tidal ETF Trust - Adasina Social Justice All Cap Global ETF
AQLT - iSHARES TRUST - iShares MSCI Global Quality Factor ETF
Sagespring Wealth Partners, Llc
EverSource Wealth Advisors, LLC
Adage Capital Partners Gp, L.l.c.
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
S-Bank Fund Management Ltd
LONAX - NORTHERN LIGHTS FUND TRUST II - Longboard Alternative Growth Fund Class A
Metis Global Partners, LLC
Stifel Financial Corp
NEOS ETF Trust - FIS Bright Portfolios Focused Equity ETF
Two Sigma Securities, Llc
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
Mpwm Advisory Solutions, Llc
PRUDENTIAL SERIES FUND - SP PRUDENTIAL US EMERGING GROWTH PORTFOLIO Class I
Long Road Investment Counsel, LLC
J2 Capital Management Inc
IXG - iSHARES TRUST - iShares Global Financials ETF
AVEDX - SCHWARTZ INVESTMENT TRUST - Ave Maria Rising Dividend Fund
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
Marshall & Sterling Wealth Advisors Inc.
Capital Investment Advisors, LLC
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
FLCSX - FIDELITY CONCORD STREET TRUST - Fidelity Large Cap Stock Fund
Little House Capital Llc
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
Seeds Investor Llc
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
Franklin Templeton Variable Insurance Products Trust - Franklin Flex Cap Growth Vip Fund Class 2
Altarock Partners Llc
Brown Brothers Harriman & Co
Woodmont Investment Counsel Llc
MNMCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Moderate Term Series Class L
Manufacturers Life Insurance Company, The
Correct Capital Wealth Management
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
FSA Wealth Management LLC
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
SSO - PROSHARES TRUST - ProShares Ultra S&P500
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
Gitterman Wealth Management, LLC
White Pine Capital Llc
XTX Topco Ltd
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
NEWFX - NEW WORLD FUND INC - NEW WORLD FUND INC Class A
MAI Capital Management
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
Parkworth Wealth Management, Inc.
PWB - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Growth ETF
SMNCX - STEWARD FUNDS, INC. - Steward Equity Market Neutral Fund Class C
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
Profunds - Profund Vp Ultrabull
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
JMNAX - JPMorgan Trust I - JPMorgan Research Market Neutral Fund Class A
BlackRock Funds IV - BlackRock Systematic Multi-Strategy Fund Investor A Shares
Atwood & Palmer Inc
Trust Co Of Toledo Na /oh/
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
Generali Asset Management SPA SGR
Rossmore Private Capital
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
Lord, Abbett & Co. Llc
FAPCX - FIDELITY INVESTMENT TRUST - Fidelity International Capital Appreciation K6 Fund
Mayfair Advisory Group, LLC
Bradley Foster & Sargent Inc/ct
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
Heritage Wealth Advisors
Rsm Us Wealth Management Llc
Cornerstone Planning Group LLC
Norinchukin Bank, The
Everpar Advisors Llc
Deseret Mutual Benefit Administrators
Park Edge Advisors, LLC
Robeco Institutional Asset Management B.V.
Engineers Gate Manager LP
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
Western Wealth Management, LLC
IRLAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Growth Index Portfolio Class ADV
HLGE - Lattice Strategies Trust - Hartford Longevity Economy ETF
Sumitomo Mitsui DS Asset Management Company, Ltd
DRW Securities, LLC
MFS VARIABLE INSURANCE TRUST II - MFS Massachusetts Investors Growth Stock Portfolio Initial Class
Glen Eagle Advisors, LLC
Pallas Capital Advisors LLC
Wells Fargo & Company/mn
JustInvest LLC
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
Manning & Napier Advisors Llc
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
Principia Wealth Advisory, LLC
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
Stephens Consulting, LLC
Bank Of Montreal /can/
Harbor Investment Advisory, Llc
Van Strum & Towne Inc.
Howard Capital Management Inc.
FAFDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Financial Services Fund Class A
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
Allianzgi Equity & Convertible Income Fund
Bares Capital Management, Inc.
VMAX - Lattice Strategies Trust - Hartford US Value ETF
Rothschild & Co Wealth Management UK Ltd
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
Meridian Wealth Management, LLC
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
Alta Advisers Ltd
Hamilton Capital, LLC
Forsta Ap-fonden
FOKFX - FIDELITY SECURITIES FUND - Fidelity OTC K6 Portfolio
Great Valley Advisor Group, Inc.
FTCS - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Capital Strength ETF
UTRN - EXCHANGE TRADED CONCEPTS TRUST - Vesper U.S. Large Cap Short-Term Reversal Strategy ETF
Birch Hill Investment Advisors LLC
MRFOX - Ultimus Managers Trust - Marshfield Concentrated Opportunity Fund
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
Chicago Partners Investment Group LLC
Banco BTG Pactual S.A.
Canada Post Corp Registered Pension Plan
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Janus Henderson Group Plc
Cary Street Partner Investment Advisory Llc
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
Bls Capital Fondsmaeglerselskab A/s
BankPlus Trust Department
Hartland & Co., LLC
Mutual Advisors, LLC
PBCKX - PRINCIPAL FUNDS INC - Blue Chip Fund Institutional Class
Cantillon Capital Management Llc
LKBAX - LKCM Funds - LKCM Balanced Fund
Vestcor Inc
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
Wulff, Hansen & Co.
Savvy Advisors, Inc.
HESGX - Horizon Funds - Horizon ESG Defensive Core Fund Investor Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
PDS Planning, Inc
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Wiley Bros.-aintree Capital, Llc
ZGFAX - AMERICAN BEACON FUNDS - American Beacon Ninety One Global Franchise Fund Y Class
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
Assetmark, Inc
Soundwatch Capital LLC
First Command Advisory Services, Inc.
Prospera Financial Services Inc
Cerity Partners LLC
DFDPX - FORUM FUNDS - DF Dent Premier Growth Fund
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
MFS VARIABLE INSURANCE TRUST - MFS Research Series Initial Class
ADVANCED SERIES TRUST - AST QMA Large-Cap Portfolio
Jain Global LLC
Atomi Financial Group, Inc.
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
Kestra Private Wealth Services, Llc
Crown Oak Advisors, LLC
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
KBC Group NV
First Trust Advisors Lp
Apollon Wealth Management, LLC
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
Baird Financial Group, Inc.
Shelton Capital Management
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
VCBCX - VALIC Co I - Blue Chip Growth Fund
Northwest & Ethical Investments L.P.
Pacific Center for Financial Services
Sarasin & Partners LLP
Mb, Levis & Associates, Llc
ABFL - TrimTabs ETF Trust - TrimTabs All Cap U.S. Free-Cash-Flow ETF
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
Holocene Advisors, LP
TGVFX - TOUCHSTONE STRATEGIC TRUST - Growth Opportunities Fund Class A
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
Qube Research & Technologies Ltd
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
Rational Advisors Llc
Natixis ETF Trust - Natixis Gateway Quality Income ETF
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
Liontrust Investment Partners LLP
Welch & Forbes Llc
AAHYX - THRIVENT MUTUAL FUNDS - Thrivent Diversified Income Plus Fund Class A
Boston Family Office Llc
VEGN - ETF Series Solutions - US Vegan Climate ETF
Thrive Wealth Management, LLC
Elo Mutual Pension Insurance Co
EagleClaw Capital Managment, LLC
Ashton Thomas Securities, Llc
Bare Financial Services, Inc
Hillhouse Capital Advisors, Ltd.
Bnp Paribas
Putnam Fl Investment Management Co
VOOG - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Growth Index Fund ETF Shares
Summit Trail Advisors, Llc
FSLBX - FIDELITY SELECT PORTFOLIOS - Brokerage and Investment Management Portfolio
Facet Wealth, Inc.
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
Banco Bilbao Vizcaya Argentaria, S.a.
Guggenheim Strategic Opportunities Fund
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
Boston Private Wealth Llc
Cwm, Llc
Brasada Capital Management, Lp
QUAL - iSHARES TRUST - iShares Edge MSCI USA Quality Factor ETF
ARTTX - ARTISAN PARTNERS FUNDS INC - Artisan Thematic Fund Investor Shares
VARIABLE INSURANCE PRODUCTS FUND II - International Capital Appreciation Portfolio Initial Class
Ballast Advisors Llc
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
SUSA - iSHARES TRUST - iShares MSCI USA ESG Select ETF
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
AMG National Trust Bank
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
Cornerstone Advisory, LLC
NorthRock Partners, LLC
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
VLCGX - VALIC Co I - Large Capital Growth Fund
Fort Point Capital Partners LLC
Scotia Capital Inc.
Hudson Bay Capital Management LP
Princeton Global Asset Management LLC
Federation des caisses Desjardins du Quebec
FICEX - Frost Family of Funds - FROST GROWTH EQUITY FUND Institutional Class Shares
UniSuper Management Pty Ltd
USSG - DBX ETF TRUST - Xtrackers MSCI USA ESG Leaders Equity ETF
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
Quantum Capital Management, LLC / NJ
Employees Retirement System of Texas
DSEFX - DOMINI INVESTMENT TRUST - Domini Impact Equity Fund Investor Shares
MetLife Investment Management, LLC
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
Caisse De Depot Et Placement Du Quebec
American Capital Advisory, LLC
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
New Age Alpha Funds Trust - NAA Opportunity Fund Class C
AMOMX - AQR Funds - AQR Large Cap Momentum Style Fund Class I
Frazier Financial Advisors, LLC
Voloridge Investment Management, Llc
Valeo Financial Advisors, LLC
SUNAMERICA SERIES TRUST - SA JPMorgan Mid-Cap Growth Portfolio Class 1
MFS VARIABLE INSURANCE TRUST II - MFS Global Growth Portfolio Initial Class
Berbice Capital Management LLC
SNPG - DBX ETF TRUST - Xtrackers S&P 500 Growth ESG ETF
Parallel Advisors, LLC
BFIUX - BARON SELECT FUNDS - Baron FinTech Fund R6 Shares
Aptus Capital Advisors, LLC
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
Integrated Wealth Concepts LLC
Global Wealth Strategies & Associates
Legacy Private Trust Co.
First Horizon Advisors, Inc.
Bnp Paribas Arbitrage, Sa
Man Group plc
Fiduciary Alliance LLC
Railway Pension Investments Ltd
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
Sonora Investment Management Group, LLC
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
Hemington Wealth Management
Howard Hughes Medical Institute
Cornerstone Wealth Group, LLC
DDD Partners, LLC
Private Wealth Management Group, LLC
Moloney Securities Asset Management, LLC
Group One Trading, L.p.
Turtle Creek Wealth Advisors, LLC
Arrow Capital Pty Ltd
Latash Investments, LLC
Prosperity Consulting Group, LLC
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
Two Sigma Investments, Lp
DAACX - Adviser Managed Trust - Diversified Equity Fund
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Itau Unibanco Holding S.A.
Advantage Trust Co
Harbour Investments, Inc.
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
Burke & Herbert Bank & Trust Co
Cary Street Partners Financial Llc
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
FYLG - Global X Funds - Global X Financials Covered Call & Growth ETF
Summit Global Investments
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
Harris Associates L P
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Hedged Equity Portfolio Class I
DeDora Capital, Inc.
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
Susquehanna International Group, Llp
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Prudential Plc
Unigestion Holding SA
International Assets Investment Management, Llc
BBTLX - Bridge Builder Trust - Bridge Builder Tax Managed Large Cap Fund
Andra AP-fonden
Neo Ivy Capital Management
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
Allen Capital Group, LLC
Williams Jones Wealth Management, LLC.
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
Spire Wealth Management
ExodusPoint Capital Management, LP
Campbell Newman Asset Management Inc
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
FIGSX - FIDELITY INVESTMENT TRUST - Fidelity Series International Growth Fund
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
Albion Financial Group /ut
Point72 Europe (London) LLP
CVA Family Office, LLC
Oakworth Capital, Inc.
URTH - iShares, Inc. - iShares MSCI World ETF
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
Sage Mountain Advisors LLC
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
SG Americas Securities, LLC
Applied Finance Capital Management, LLC
Advisory Resource Group
Berkshire Hathaway Inc
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
Round Hill Asset Management
Aviso Financial Inc.
Pinnacle Associates Ltd
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin VolSmart Allocation VIP Fund Class 2
St Germain D J Co Inc
Lmcg Investments, Llc
Regent Peak Wealth Advisors LLC
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
Logan Capital Management Inc
Boothbay Fund Management, Llc
Institute for Wealth Management, LLC.
RYDEX VARIABLE TRUST - Financial Services Fund Variable Annuity
FCGPX - MAINSTAY FUNDS TRUST - MainStay PineStone Global Equity Fund Class P
Bank of New York Mellon Corp
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Deutsche Bank Ag\
TCI Fund Management Ltd
Arkadios Wealth Advisors
Islay Capital Management, Llc
J. Safra Sarasin Holding AG
Kerusso Capital Management LLC
UYG - PROSHARES TRUST - ProShares Ultra Financials
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
Breed's Hill Capital LLC
FALAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Large Cap Fund Class A
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
FITLX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Sustainability Index Fund
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
Hutner Capital Management Inc
Sunflower Bank, N.A.
Northwestern Mutual Investment Management Company, Llc
Ritholtz Wealth Management
Resonant Capital Advisors, LLC
Qtron Investments LLC
LPL Financial LLC
NORTHWESTERN MUTUAL SERIES FUND INC - International Growth Portfolio
Vinva Investment Management Ltd
FMAG - FIDELITY COVINGTON TRUST - Fidelity Magellan ETF
Commerce Bank
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
Squarepoint Ops LLC
Merit Financial Group, LLC
Cobblestone Capital Advisors Llc /ny/
OLIO Financial Planning
Fielder Capital Group LLC
Essex Financial Services, Inc.
Advisory Services Network, LLC
GSB Wealth Management, LLC
Tudor Investment Corp Et Al
Applied Capital LLC/FL
CMVIX - Blackrock Funds - Blackrock Advantage Large Cap Growth Fund Institutional
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
Summitry Llc
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
NULG - Nushares ETF Trust - Nuveen ESG Large-Cap Growth ETF
Westside Investment Management, Inc.
Utah Retirement Systems
Tema Etfs Llc
Perkins Coie Trust Co
Mn Services Vermogensbeheer B.V.
VIGRX - VANGUARD INDEX FUNDS - Vanguard Growth Index Fund Investor Shares
Glenmede Trust Co Na
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
Texas Yale Capital Corp.
AMERICAN FUNDS INSURANCE SERIES - New World Fund Class 1
Progressive Investment Management Corp
RFG Advisory, LLC
Mediolanum International Funds Ltd
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
LVOL - AMERICAN CENTURY ETF TRUST - American Century Low Volatility ETF
CAMLX - PROFESSIONALLY MANAGED PORTFOLIOS - Congress Large Cap Growth Fund Retail Class
Franklin Resources Inc
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
William Howard & Co Financial Advisors Inc
Abound Wealth Management
Blackrock Enhanced Global Dividend Trust
Banco Santander, S.A.
JNL SERIES TRUST - JNL/Mellon Financial Sector Fund (I)
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
ASMMX - Aim Equity Funds (invesco Equity Funds) - Invesco Summit Fund Class A
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
Brooklands Fund Management Ltd
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
Ironwood Investment Counsel, LLC
Diversify Wealth Management, Llc
Marshall Financial Group LLC
Norges Bank
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
SEIQ - SEI Exchange Traded Funds - SEI Enhanced U.S. Large Cap Quality Factor ETF
BlackRock Series Fund, Inc. - BlackRock Balanced Capital Portfolio
SJS Investment Consulting Inc.
Solstein Capital, LLC
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
Reliant Investment Management, LLC
Bamco Inc /ny/
TNBIX - 1290 Funds - 1290 SmartBeta Equity Fund Class I
FGRIX - FIDELITY SECURITIES FUND - Fidelity Growth & Income Portfolio
Baader Bank INC
Windacre Partnership Llc
PineBridge Investments, L.P.
Equitable Holdings, Inc.
Private Wealth Asset Management, LLC
HAGAX - CARILLON SERIES TRUST - Carillon Eagle Mid Cap Growth Fund Class A
Parkside Financial Bank & Trust
Harbor Advisors LLC
Aquamarine Zurich AG
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Transamerica Financial Advisors, Inc.
TLORX - TRANSAMERICA FUNDS - Transamerica Large Value Opportunities R
Dodge & Cox
Altshuler Shaham Ltd
Thurston, Springer, Miller, Herd & Titak, Inc.
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
Mesirow Financial Investment Management, Inc.
Flagship Harbor Advisors, Llc
Nordea Investment Management Ab
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
Korea Investment CORP
Arlington Trust Co LLC
LEAD - Siren ETF Trust - Siren DIVCON Leaders Dividend ETF
First National Bank & Trust Co Of Newtown
MCF Advisors LLC
Virtus ETF Advisers LLC
LGT Financial Advisors LLC
Great West Life Assurance Co /can/
Fisher Asset Management, LLC
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Okabena Investment Services Inc
GPS Wealth Strategies Group, LLC
Citadel Advisors Llc
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
Texas Permanent School Fund
MTUM - iSHARES TRUST - iShares Edge MSCI USA Momentum Factor ETF
Yousif Capital Management, Llc
Louisiana State Employees Retirement System
Victory Capital Management Inc
Evoke Wealth, Llc
Visionary Wealth Advisors
Sax Wealth Advisors, Llc
Circle Wealth Management, LLC
Patriot Investment Management Inc.
Walter Public Investments Inc.
Tocqueville Asset Management L.p.
Royal London Asset Management Ltd
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
Crossmark Global Holdings, Inc.
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
Fjarde Ap-fonden /fourth Swedish National Pension Fund
NULC - Nushares ETF Trust - Nuveen ESG Large-Cap ETF
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
FNDMX - FIDELITY INVESTMENT TRUST - Fidelity Series Sustainable Non-U.S. Developed Markets Fund
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
Twin Peaks Wealth Advisors, LLC
GGEFX - VALUED ADVISERS TRUST - Summitry Equity Fund
Brave Warrior Advisors, LLC
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
TBDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON DIVERSIFIED GROWTH FUND Class A
Perigon Wealth Management, LLC
Tricadia Capital Management, LLC
Beacon Pointe Advisors, LLC
SUNAMERICA SERIES TRUST - SA Large Cap Growth Index Portfolio Class 1
OMFL - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 1000(R) Dynamic Multifactor ETF
Mackenzie Financial Corp
Bridges Investment Management Inc
Baskin Financial Services Inc.
Orion Portfolio Solutions, LLC
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
Haverford Trust Co
Raub Brock Capital Management LP
Choate Investment Advisors
Profunds - Profund Vp Large-cap Value
Mitsubishi UFJ Trust & Banking Corp
Klp Kapitalforvaltning As
VSTIX - VALIC Co I - Stock Index Fund
MFRFX - MFS SERIES TRUST V - MFS Research Fund A
Twin Lakes Capital Management, LLC
Zacks Trust - Zacks All-Cap Core Fund Institutional Class Shares
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
Financial Advocates Investment Management
West Branch Capital LLC
BFOR - ALPS ETF Trust - Barron's 400 ETF
4J Wealth Management LLC
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
Invesco Ltd.
Sumitomo Mitsui Trust Holdings, Inc.
DTLGX - Wilshire Mutual Funds Inc - Large Company Growth Portfolio Investment Class
Allianzgi Diversified Income & Convertible Fund
Outlook Wealth Advisors, LLC
CIBC Asset Management Inc
GAMMA Investing LLC
Eastern Bank
Cullen/frost Bankers, Inc.
Avanza Fonder AB
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
Inceptionr Llc
Callan Family Office, LLC
New York State Teachers Retirement System
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
WealthTrak Capital Management LLC
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
Pensionmark Financial Group, Llc
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
National Pension Service
Steward Partners Investment Advisory, Llc
Central Bank & Trust Co
JAFGX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Capital Appreciation Trust NAV
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
WestEnd Advisors, LLC
SummitTX Capital, L.P.
QGRO - AMERICAN CENTURY ETF TRUST - American Century STOXX U.S. Quality Growth ETF
PWS - Pacer Funds Trust - Pacer WealthShield ETF
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
Verition Fund Management LLC
State Of Wisconsin Investment Board
Threadgill Financial, Llc
Prudential Financial Inc
Meiji Yasuda Asset Management Co Ltd.
Brinker Capital Investments, LLC
Rise Advisors, LLC
Amundi
Roanoke Asset Management Corp/ Ny
Versant Capital Management, Inc
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
FUMIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Momentum Index Fund
ACVF - ETF Opportunities Trust - American Conservative Values ETF
Capital Group Private Client Services, Inc.
GRZZX - Managed Portfolio Series - Leuthold Grizzly Short Fund
Promethium Advisors,llc
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
Tower Research Capital LLC (TRC)
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
Redmond Asset Management, LLC
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
JTC Employer Solutions Trusteee Ltd
Ted Buchan & Co
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
1832 Asset Management L.P.
We Are One Seven, LLC
Gabelli Funds Llc
State of Alaska, Department of Revenue
Vestmark Advisory Solutions, Inc.
Childress Capital Advisors, Llc
Umb Bank N A/mo
BDAFX - BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) - Baron Durable Advantage Fund
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
Lazard Asset Management Llc
Quest 10 Wealth Builders, Inc.
SPXV - PROSHARES TRUST - S&P 500 ex-Health Care ETF
Advyzon Investment Management, LLC
Sandy Spring Bank
First Pacific Financial
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Sand Hill Global Advisors, LLC
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
Patton Albertson Miller Group, Llc
Signaturefd, Llc
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
FLQL - Franklin Templeton ETF Trust - Franklin LibertyQ U.S. Equity ETF
QALGX - Federated MDT Series - Federated MDT Large Cap Growth Fund Class A Shares
Resources Management Corp /ct/ /adv
Pictet & Cie (Europe) SA
Donaldson Capital Management, Llc
Los Angeles Capital Management Llc
JRSAX - JANUS INVESTMENT FUND - Janus Henderson U.S. Managed Volatility Fund Class A
Edgestream Partners, L.P.
Hikari Tsushin, Inc.
TFR Capital, LLC.
McIlrath & Eck, LLC
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
United Community Bank
Mizuho Securities Usa Llc
Sowell Financial Services LLC
Bellwether Advisors, LLC
Woodline Partners LP
Bretton Capital Management, LLC
Natixis
Windmill Hill Asset Management Ltd
Massachusetts Financial Services Co /ma/
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
Avantax Advisory Services, Inc.
Nissay Asset Management Corp /japan/ /adv
Ipswich Investment Management Co., Inc.
Mbb Public Markets I Llc
Trust Co Of Vermont
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Growth Portfolio
EQ ADVISORS TRUST - 1290 VT Socially Responsible Portfolio Class IB
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
Norris Perne & French Llp/mi
Horizon Investments, LLC
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
Gabelli Equity Trust Inc
High Net Worth Advisory Group LLC
Impact Asset Management GmbH
Ceredex Value Advisors LLC
Bell Investment Advisors, Inc
Oak Thistle LLC
CHCGX - Chesapeake Investment Trust - The Chesapeake Growth Fund
Profunds - Profund Vp Bull
Evelyn Partners Investment Management LLP
Hsbc Holdings Plc
FCAJX - FIDELITY SUMMER STREET TRUST - Fidelity Climate Action Fund Fidelity Advisor Climate Action Fund: Class A
J. W. Coons Advisors, LLC
CHICAGO TRUST Co NA
Ronald Blue Trust, Inc.
Cambridge Investment Research Advisors, Inc.
Cozad Asset Management Inc
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Makena Capital Management Llc
Dohj, Llc
QCSCRX - COLLEGE RETIREMENT EQUITIES FUND - Social Choice Account Class R1
LRI Investments, LLC
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
Dai-Ichi Life Insurance Company, Ltd
High Note Wealth, LLC
NEOS Investment Management LLC
DFDMX - FORUM FUNDS - DF Dent Midcap Growth Fund Investor Shares
Baldwin Brothers Inc/ma
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Oddo Bhf Asset Management Sas
Dark Forest Capital Management Lp
JHCPX - John Hancock Funds II - Capital Appreciation Fund Class NAV
Spirepoint Private Client, Llc
Shum Financial Group, Inc.
E Fund Management Co., Ltd.
Empirical Finance, LLC
DEUTSCHE DWS VARIABLE SERIES I - DWS Capital Growth VIP Class A
GFI Investment Counsel Ltd.
PXWGX - PAX WORLD FUNDS SERIES TRUST I - PAX ESG Beta Quality Fund Investor Class
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
GABF - Gabelli ETFs Trust - Gabelli Financial Services Opportunities ETF
Boltwood Capital Management
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
Zurcher Kantonalbank (Zurich Cantonalbank)
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
IYF - iSHARES TRUST - iShares U.S. Financials ETF
North Star Investment Management Corp.
Heritage Family Offices, LLP
Czech National Bank
Clean Yield Group
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
Empower Advisory Group, LLC
NewSquare Capital LLC
Pilgrim Partners Asia Pte Ltd
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
Ogorek Anthony Joseph /ny/ /adv
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
Bay Harbor Wealth Management, LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
Polymer Capital Management (US) LLC
Advanced Series Trust - Ast T. Rowe Price Large-cap Growth Portfolio
BLACKROCK FUNDS - BlackRock Sustainable Advantage Global Equity Fund Class K
Ossiam
Pelham Capital Ltd.
Atlantic Union Bankshares Corp
Red Wave Investments LLC
Variable Insurance Products Fund V - Strategic Income Portfolio Initial Class
New Age Alpha Advisors, LLC
Prana Capital Management, LP
FDEQX - FIDELITY CAPITAL TRUST - Fidelity Disciplined Equity Fund
Teachers Retirement System Of The State Of Kentucky
Bokf, Na
Square Wave Capital, LLC
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
VMGAX - VANGUARD WORLD FUND - Vanguard Mega Cap Growth Index Fund Institutional Shares
Insight Wealth Strategies, LLC
Cypress Asset Management Inc/tx
Allianz Se
Legacy Capital Group California, Inc.
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
Motco
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
Wealthcare Advisory Partners LLC
Achmea Investment Management B.V.
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
Hilltop Holdings Inc.
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
DFND - Siren ETF Trust - Siren DIVCON Dividend Defender ETF
SUNAMERICA SERIES TRUST - SA Fidelity Institutional AM International Growth Portfolio Class 1
State Street Corp
BAFLX - Brown Advisory Funds - Brown Advisory Global Leaders Fund Institutional Shares
Freestone Grove Partners LP
Edge Financial Advisors LLC
BlackRock, Inc.
Fenimore Asset Management Inc
Mml Investors Services, Llc
SGFFX - SPARROW FUNDS - Sparrow Growth Fund Class A
Evercore Wealth Management, LLC
Washington Trust Advisors, Inc.
Cyndeo Wealth Partners, LLC
Wedbush Securities Inc
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
Ibex Wealth Advisors
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
Heritage Trust Co
TLCHX - TIAA-CREF LIFE FUNDS - Social Choice Equity Fund
KCE - SPDR SERIES TRUST - SPDR(R) S&P Capital Markets ETF
Toroso Investments, LLC
Eaton Vance Tax-managed Buy-write Opportunities Fund
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
Profunds - Profund Vp Large-cap Growth
Asset Management One Co., Ltd.
Erste Asset Management GmbH
OMAH - Tidal Trust III - VistaShares Target 15 Berkshire Select Income ETF
Truvestments Capital Llc
VCGAX - VALIC Co I - Growth & Income Fund
Canoe Financial LP
Caxton Associates Llp
Cloverfields Capital Group, Lp
Vancity Investment Management Ltd
FOBAX - Tributary Funds, Inc. - Balanced Fund Institutional
Horizon Financial Services, Llc
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Smithfield Trust Co
Bartlett & Co. Wealth Management Llc
MGRIX - Marsico Investment Fund - Marsico Growth Fund
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Fogel Capital Management, Inc.
Alan B. Lancz & Associates, Inc.
Catalyst Capital Advisors LLC
Warren Averett Asset Management, LLC
Shearwater Capital LLC
Creative Planning
Twin Tree Management, LP
Guyasuta Investment Advisors Inc
Ieq Capital, Llc
Standard Life Aberdeen plc
Dynasty Wealth Management, Llc
Gerber Kawasaki Wealth & Investment Management
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
Legacy Bridge, LLC
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
Hurley Capital, LLC
Kirtland Hills Capital Management, Llc
FUQIX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Quality Index Fund
Pacer Advisors, Inc.
Argent Trust Co
Asset Planning,Inc
Police & Firemen's Retirement System of New Jersey
Picton Mahoney Asset Management
Cheviot Value Management, LLC
PFS Partners, LLC
Syntegra Private Wealth Group, LLC
Vision Financial Markets Llc
Golden State Equity Partners
Cynosure Management, Llc
Hm Payson & Co
Blue Edge Capital, LLC
ENDW - EA Series Trust - Cambria Endowment Style ETF
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
Burns Matteson Capital Management, LLC
Saybrook Capital /nc
VUSE - ETF Series Solutions - Vident Core U.S. Equity Fund
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
RCGE - EA Series Trust - RockCreek Global Equality ETF
Promus Capital, LLC
TDFAX - TRANSAMERICA FUNDS - Transamerica Dividend Focused A
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
Schroder Investment Management Group
Americana Partners, LLC
Asset Dedication, LLC
FMILX - FIDELITY MT VERNON STREET TRUST - Fidelity New Millennium Fund
VLSRX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus KAR Long/Short Equity Fund Class R6
Inkwell Capital Llc
LGPIX - Profunds - Large-cap Growth Profund Investor Class
Park Avenue Securities Llc
Quintet Private Bank (Europe) S.A.
Eisler Capital Management Ltd.
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
Live Oak Private Wealth LLC
Birchbrook, Inc.
FUSIX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity International Fund
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
OHIO NATIONAL FUND INC - ON BlackRock Balanced Allocation Portfolio
MNECX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Extended Term Series Class L
USXF - iSHARES TRUST - iShares ESG Advanced MSCI USA ETF
Taylor Hoffman Capital Management LLC
StonePine Asset Management Inc.
MRGAX - MFS SERIES TRUST I - MFS Core Equity Fund A
BTC Capital Management, Inc.
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
Allen Investment Management LLC
CWA Asset Management Group, LLC
Mission Wealth Management, Lp
Lansforsakringar Fondforvaltning AB (publ)
Ashton Thomas Private Wealth, LLC
Beacon Investment Advisory Services, Inc.
Dunhill Financial, LLC
Monte Financial Group, LLC
Trifecta Capital Advisors, LLC
Ironvine Capital Partners, LLC
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
Principle Wealth Partners Llc
Groupe la Francaise
GGRW - Gabelli ETFs Trust - Gabelli Growth Innovators ETF
FILFX - Fidelity Rutland Square Trust II - Strategic Advisers International Fund
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Growth Portfolio Class 1
CIBC World Markets Inc.
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
Td Private Client Wealth Llc
SFPIX - SARATOGA ADVANTAGE TRUST - Financial Services Portfolio Class I
CLARET ASSET MANAGEMENT Corp
Addison Advisors LLC
Ninety One SA (PTY) Ltd
DecisionPoint Financial, LLC
Relyea Zuckerberg Hanson LLC
BLI - Banque de Luxembourg Investments
Principal Street Partners, LLC
Nisa Investment Advisors, Llc
Argyle Capital Management Inc.
Ethic Inc.
Thrivent Financial For Lutherans
Change Path, LLC
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
CX Institutional
Citadel Investment Advisory, Inc.
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
Horizon Funds - HORIZON EXPEDITION PLUS ETF
Fifth Third Bancorp
Mutual Of America Capital Management Llc
TFC Financial Management
Ninety One North America, Inc.
Knollwood Investment Advisory, LLC
Fayez Sarofim & Co
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Cantor Fitzgerald, L. P.
Walleye Trading LLC
1620 Investment Advisors, Inc.
Keebeck Wealth Management, LLC
Russell Investments Group, Ltd.
Wayfinding Financial, LLC
Crestmont Private Wealth LLC
SVTAX - Sei Institutional Managed Trust - Simt Global Managed Volatility Fund Class F
Andina Capital Management, LLC
Rings Capital Management LLC
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
Graypoint LLC
Congress Asset Management Co /ma
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
Balyasny Asset Management Llc
Kentucky Retirement Systems Insurance Trust Fund
Premier Path Wealth Partners, LLC
Pathstone Holdings, LLC
Howland Capital Management Llc
Eaton Vance Tax-managed Global Buy-write Opportunities Fund
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
Clifford Swan Investment Counsel Llc
Sunbelt Securities, Inc.
HCR Wealth Advisors
Valued Wealth Advisors LLC
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
Wolff Wiese Magana Llc
IYG - iSHARES TRUST - iShares U.S. Financial Services ETF
Stephens Inc /ar/
HDUS - Lattice Strategies Trust - Hartford Disciplined US Equity ETF
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
PFG Advisors
Hancock Whitney Corp
Fishman Jay A Ltd/mi
Lion Street Advisors, LLC
Envestnet Portfolio Solutions, Inc.
Invesco, Llc
Summit Financial, LLC
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
TRANSAMERICA SERIES TRUST - Transamerica Janus Balanced VP Service
BSW Wealth Partners
Carderock Capital Management Inc
Sterling Investment Management, Inc.
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
BLPIX - Profunds - Bull Profund Investor Class
NorthCrest Asset Manangement, LLC
Matrix Trust Co
Essex Savings Bank
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
FTC - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Growth AlphaDEX Fund
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
GW&K Investment Management, LLC
CHNTX - Chestnut Street Exchange Fund - Chestnut Street Exchange Fund
MFS VARIABLE INSURANCE TRUST II - MFS Core Equity Portfolio Initial Class
Bristol Gate Capital Partners Inc.
BNP Paribas Asset Management Holding S.A.
XDAT - Franklin Templeton ETF Trust - Franklin Exponential Data ETF
Alps Advisors Inc
Gallo Partners, LP
Legacy Capital Wealth Partners, LLC
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
Westbourne Investment Advisors, Inc.
Whittier Trust Co
Crewe Advisors LLC
First Affirmative Financial Network
IFC Advisors LLC
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
Hanlon Investment Management, Inc.
ORG Partners LLC
Plato Investment Management Ltd
CGNG - Capital Group New Geography Equity ETF - Capital Group New Geography Equity ETF Share Class
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
Ostrum Asset Management
Integrated Advisors Network LLC
NZUS - SPDR SERIES TRUST - SPDR MSCI USA Climate Paris Aligned ETF
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
Silvia Mccoll Wealth Management, Llc
Beese Fulmer Investment Management, Inc.
NOSIX - Northern Funds - Northern Stock Index Fund
Intact Investment Management Inc.
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
Webster Bank, N. A.
Advisors Asset Management, Inc.
Atlantic Trust, LLC
SOUTH STATE Corp
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
Tiaa Trust, National Association
Groupama Asset Managment
Wood Tarver Financial Group, LLC
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
JLPSX - JPMorgan Trust I - JPMorgan U.S. Large Cap Core Plus Fund Class I
Resona Asset Management Co.,Ltd.
VYGNX - Voya EQUITY TRUST - Voya Global Multi-Asset Fund Class R6
FLCG - Federated Hermes ETF Trust - Federated Hermes MDT Large Cap Growth ETF
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
J.w. Cole Advisors, Inc.
PACIFIC SELECT FUND - Growth Portfolio Class I
Mattern Capital Management, Llc
Machina Capital S.a.s.
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
Rossby Financial, LCC
Ing Groep Nv
Advisory Alpha, LLC
Kayne Anderson Rudnick Investment Management Llc
PACIFIC SELECT FUND - Equity Index Portfolio Class I
Activest Wealth Management
Meeder Asset Management Inc
Skopos Labs, Inc.
Texas Bank & Trust Co
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
NATIONWIDE VARIABLE INSURANCE TRUST - Neuberger Berman NVIT Socially Responsible Fund Class I
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
SDGAX - DEUTSCHE DWS INVESTMENT TRUST - DWS Capital Growth Fund Class A
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
Central Pacific Bank - Trust Division
Moody Lynn & Lieberson, Llc
Busey Wealth Management
MONECO Advisors, LLC
Blue Fin Capital, Inc.
Cable Hill Partners, LLC
Fiera Capital Corp
Eqis Capital Management, Inc.
Stratos Wealth Advisors, LLC
TLARX - TRANSAMERICA FUNDS - Transamerica Large Core R
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
Innova Wealth Partners
Barr E S & Co
Chou Associates Management Inc.
Oribel Capital Management, LP
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
Catalyst Financial Partners Llc
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
State Board Of Administration Of Florida Retirement System
Alpine Bank Wealth Management
WINN - Harbor ETF Trust - Harbor Long-Term Growers ETF
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
Bluegrass Capital Partners LP
PENN SERIES FUNDS INC - Large Cap Growth Fund
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
Waldron Private Wealth LLC
Coldstream Capital Management Inc
Evermay Wealth Management Llc
Commonwealth Equity Services, Llc
IVW - iSHARES TRUST - iShares S&P 500 Growth ETF
DiNuzzo Private Wealth, Inc.
JNL SERIES TRUST - JNL Multi-Manager Alternative Fund (A)
Capital Analysts, Inc.
MGNDX - PRAXIS MUTUAL FUNDS - Praxis Growth Index Fund Class A
Walter & Keenan Financial Consulting Co /mi/ /adv
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
Smith, Salley & Associates
Manchester Capital Management LLC
Balboa Wealth Partners
WPG Advisers, LLC
BLACKROCK BALANCED CAPITAL FUND, INC. - BLACKROCK BALANCED CAPITAL FUND, INC. Investor A
OUSA - ALPS ETF Trust - ALPS | O'Shares U.S. Quality Dividend ETF Shares
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Core Fund Investor A
Ensign Peak Advisors, Inc
Highland Capital Management, Llc
Evergreen Capital Management Llc
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Rodgers Brothers Inc.
Illinois Municipal Retirement Fund
BlackRock Funds II - BLACKROCK MANAGED INCOME FUND CLASS K SHARES
NSRKX - NORTHERN FUNDS - NORTHERN GLOBAL SUSTAINABILITY INDEX FUND Class K
Maseco Llp
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
CBOE Vest Financial, LLC
JAGIX - JANUS INVESTMENT FUND - Janus Henderson Growth and Income Fund Class T
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
Profunds - Profund Vp Financials
Marshfield Associates
Rehmann Capital Advisory Group
Ofi Invest Asset Management
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
Abacus Planning Group, Inc.
University Of Texas/texas Am Investment Managment Co
Winthrop Capital Management, LLC
Boston Trust Walden Corp
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
USCA - DBX ETF TRUST - Xtrackers MSCI USA Climate Action Equity ETF
Interval Partners, LP
Robertson Stephens Wealth Management, LLC
Everence Capital Management Inc
Values Added Financial LLC
Checchi Capital Advisers, LLC
Sciencast Management LP
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
LGT Group Foundation
Ellevest, Inc.
Kathleen S. Wright Associates Inc.
ProShare Advisors LLC
Abn Amro Investment Solutions
Stamos Capital Partners, L.p.
Mather Group, Llc.
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
Brave Asset Management Inc
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
TFNS - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Financials ETF
CSIEX - CALVERT SOCIAL INVESTMENT FUND - Calvert Equity Fund Class A
Coston, McIsaac & Partners
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
Core Alternative Capital
Peapack Gladstone Financial Corp
Level Four Advisory Services, Llc
Private Advisor Group, LLC
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
THRIVENT SERIES FUND INC - Thrivent Balanced Income Plus Portfolio Class A
Pictet Asset Management Holding SA
LVPIX - Profunds - Large-cap Value Profund Investor Class
Ako Capital Llp
Skye Global Management LP
Gladstone Institutional Advisory LLC
Keel Point, LLC
Sepio Capital, LP
Kera Capital Partners, Inc.
Avestar Capital, LLC
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
Financial Network Wealth Advisors LLC
Brighthouse Funds Trust II - Jennison Growth Portfolio Class A
Shilanski & Associates, Inc.
Nbc Securities, Inc.
Baillie Gifford & Co
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
PMBMX - PRINCIPAL FUNDS, INC. - MidCap Fund (f/k/a MidCap Blend Fund) R-3
Evergreen Private Wealth LLC
Commerzbank Aktiengesellschaft /fi
TRB Advisors LP
Verdence Capital Advisors LLC
Auto-Owners Insurance Co
Exchange Capital Management, Inc.
Symphony Financial, Ltd. Co.
Milestones Administradora de Recursos Ltda.
Prudentials Gibraltar Fund - Prudentials Gibraltar Fund
Binnacle Investments Inc
JABAX - JANUS INVESTMENT FUND - Janus Henderson Balanced Fund Class T
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
USS Investment Management Ltd
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
MFS VARIABLE INSURANCE TRUST II - MFS Global Research Portfolio Initial Class
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Savant Capital, LLC
Maryland Capital Advisors Inc.
Healthcare Of Ontario Pension Plan Trust Fund
Fidelis Capital Partners, LLC
BlackRock ETF Trust - BlackRock Advantage Large Cap Income ETF
Delta Investment Management, LLC
NELAX - NUVEEN INVESTMENT TRUST II - Nuveen Equity Long/Short Fund Class A
BlueSpruce Investments, LP
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - MidCap Account Class 1
Nomura Asset Management Co Ltd
Ascent Group, LLC
Jones Financial Companies Lllp
Oregon Public Employees Retirement Fund
Bellevue Asset Management, Llc
Swedbank AB
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
Tower Bridge Advisors
Bank of Jackson Hole Trust
Mystic Asset Management, Inc.
Alpha Cubed Investments, LLC
VestGen Advisors, LLC
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
Kingsview Wealth Management, LLC
REAP Financial Group, LLC
GMEZX - GuideStone Funds - Impact Equity Fund Investor
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
Mufg Securities Americas Inc.
Novem Group
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
Foundations Investment Advisors, LLC
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
Pinnacle Wealth Planning Services, Inc.
Tributary Capital Management, LLC
Rakuten Securities, Inc.
DEMZ - Advisors' Inner Circle Fund III - DEMZ POLITICAL CONTRIBUTIONS ETF
EBI - RBB Fund Trust - Longview Advantage ETF
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
Diversified Trust Co
Chronos Wealth Management, LLC
QAOSWX - T. Rowe Price Equity Series, Inc. - T. Rowe Price New America Growth Portfolio
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
New York State Common Retirement Fund
Pnc Financial Services Group, Inc.
HLGEX - JPMORGAN TRUST II - JPMorgan Mid Cap Growth Fund Class I
Adviser Investments LLC
SURE - AdvisorShares Trust - AdvisorShares DoubleLine Value Equity ETF
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
Atticus Wealth Management, Llc
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Midwest Professional Planners, LTD.
Fmr Llc
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
Colony Group, LLC
FGEAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor Global Capital Appreciation Fund Class A
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
Huntington National Bank
Avanda Investment Management Pte. Ltd.
BI Asset Management Fondsmaeglerselskab A/S
FAS - Direxion Shares ETF Trust - Direxion Daily Financial Bull 3X Shares
Eventide Asset Management, Llc
Guggenheim Capital Llc
Acadian Asset Management Llc
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
Synovus Financial Corp
Banque Cantonale Vaudoise
Seilern Investment Management Ltd
Grove Bank & Trust
Aspect Partners, LLC
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
Jennison Associates Llc
Everhart Financial Group, Inc.
Invictus Private Wealth, Llc
American National Bank
MASTERINVEST Kapitalanlage GmbH
FIGFX - FIDELITY INVESTMENT TRUST - Fidelity International Growth Fund
Ci Investments Inc.
AVEGX - SCHWARTZ INVESTMENT TRUST - Ave Maria Growth Fund
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
Reynders McVeigh Capital Management, LLC
MWOFX - MFS SERIES TRUST VIII - MFS Global Growth Fund A
Snowden Capital Advisors LLC
Stableford Capital Ii Llc
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Caledonia Investments Plc
KRMA - Global X Funds - Global X Conscious Companies ETF
State of New Jersey Common Pension Fund D
Ghe, Llc
Sound View Wealth Advisors Group, LLC
Aull & Monroe Investment Management Corp
Marsico Capital Management Llc
Bogart Wealth, LLC
TCI Wealth Advisors, Inc.
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
Connable Office Inc
Glenmede Investment Management, LP
Daiwa Securities Group Inc.
QIDX - Spinnaker ETF Series - Indexperts Quality Earnings Focused ETF
SLGYX - SARATOGA ADVANTAGE TRUST - Large Capitalization Growth Portfolio Class A
Longfellow Investment Management Co Llc
Capital Advisors, Ltd. LLC
Public Employees Retirement System Of Ohio
SUSL - iSHARES TRUST - iShares ESG MSCI USA Leaders ETF
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
D'Orazio & Associates, Inc.
Simplicity Wealth,LLC
D. E. Shaw & Co., Inc.
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
Dearborn Partners Llc
IMA Wealth, Inc.
Conning Inc.
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
Marshall Wace, Llp
Kentucky Retirement Systems
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
Nvwm, Llc
Comerica Bank
FIL Ltd
JGRO - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Growth ETF
Roundview Capital LLC
FOCPX - FIDELITY SECURITIES FUND - Fidelity OTC Portfolio
Kinneret Advisory, LLC
Natixis Advisors, L.p.
Panoramic Capital Partners, LLC
Bristol John W & Co Inc /ny/
O'shaughnessy Asset Management, Llc
Morris Financial Concepts, Inc.
GCEQX - GREEN CENTURY FUNDS - GREEN CENTURY EQUITY FUND Individual Investor Class
Harwood Advisory Group, LLC
Strategic Wealth Partners, Ltd.
Maven Securities LTD
Qrg Capital Management, Inc.
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
AlTi Global, Inc.
Roberts Capital Advisors, LLC
Varma Mutual Pension Insurance Co
Atria Wealth Solutions, Inc.
Miracle Mile Advisors, LLC
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
Td Asset Management Inc
Fifth Third Wealth Advisors LLC
BRYN MAWR TRUST Co
Schonfeld Strategic Advisors LLC
American Century Companies Inc
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
Colonial Trust Co / SC
Stance Capital Llc
Wealthfront Advisers Llc
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
KG&L Capital Management,LLC
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
DVRAX - MFS SERIES TRUST XV - MFS Global Alternative Strategy Fund A
Ascent Wealth Partners, LLC
Mar Vista Investment Partners Llc
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
Salem Investment Counselors Inc
Ninety One UK Ltd
Archer Investment Corp
Federated Hermes, Inc.
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
HighMark Wealth Management LLC
Morgan Stanley
FDETX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Capital Development Fund Class O
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Core Portfolio Class I Shares
GKV Capital Management Co., Inc.
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
Farther Finance Advisors, LLC
Gabelli Dividend & Income Trust
Triple Frond Partners LLC
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
BlackRock Funds II - BLACKROCK GLOBAL DIVIDEND PORTFOLIO INSTITUTIONAL SHARES
Wedmont Private Capital
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
IWB - iSHARES TRUST - iShares Russell 1000 ETF
Advisor Group Holdings, Inc.
Perbak Capital Partners LLP
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
Riversedge Advisors, Llc
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
Mizuho Securities Usa Llc
Lindbrook Capital, Llc
MFSG - MFS Active Exchange Traded Funds Trust - MFS Active Growth ETF
Arete Wealth Advisors, LLC
11 Capital Partners LP
CLCEX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Large Cap Growth Strategies Fund Institutional Class
BSN Capital Partners Ltd
Bell Asset Management Ltd
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
EP Wealth Advisors, Inc.
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
MPGAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Disciplined Growth Fund Class A
Nbt Bank N A /ny
FUKOKU MUTUAL LIFE INSURANCE Co
D.a. Davidson & Co.
Nova Wealth Management, Inc.
APG Asset Management N.V.
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
Jfs Wealth Advisors, Llc
Sound Income Strategies, LLC
Quadrant Capital Group Llc
GEQYX - GuideStone Funds - EQUITY INDEX FUND Institutional
KP Management LLC
Millennium Management Llc
State Of Michigan Retirement System
Brookstone Capital Management
Trust Asset Management LLC
Concentric Capital Strategies, LP
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
Guardian Variable Products Trust - Guardian All Cap Core VIP Fund
RMB Capital Management, LLC
VARIABLE INSURANCE PRODUCTS FUND IV - Financial Services Portfolio Initial Class
California State Teachers Retirement System
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
FGIRX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Growth & Income Fund Class A
Teacher Retirement System Of Texas
PJDAX - PRUDENTIAL INVESTMENT PORTFOLIOS 5 - PGIM JENNISON RISING DIVIDEND FUND Class A
CBIZ Investment Advisory Services, LLC
City State Bank
Newport Trust Co
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
Raleigh Capital Management Inc.
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
Lester Murray Antman dba SimplyRich
Pinnacle Wealth Management Advisory Group, LLC
Evelyn Partners Asset Management Ltd
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
CAPROCK Group, Inc.
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
Gilbert & Cook, Inc.
Empowered Funds, LLC
Enhancing Capital LLC
WOMN - Impact Shares Trust I - Impact Shares YWCA Women's Empowerment ETF
National Bank Of Canada /fi/
Meeder Advisory Services, Inc.
Moneta Group Investment Advisors Llc
BBR ALO Fund, LLC
Fortitude Family Office, LLC
Resources Investment Advisors, LLC.
Kornitzer Capital Management Inc /ks
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
McGlone Suttner Wealth Management, Inc.
Quent Capital, LLC
Global Endowment Management, LP
Credit Agricole S A
Financial Management Professionals, Inc.
Jpmorgan Chase & Co
Benin Management CORP
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
Alphinity Investment Management Pty Ltd
Prosperity Wealth Management, Inc.
Fairbanks Capital Management, Inc.
PENN SERIES FUNDS INC - Index 500 Fund
Aviva Plc
Impax Asset Management Group plc
PRAXIS FUNDS - Praxis Impact Large Cap Growth ETF
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
Brighton Jones Llc
MML Series Investment Fund II - MML Equity Rotation Fund Class II
Evergreen Quality Fund GP, Ltd.
Carson Advisory Inc.
Atlanta Consulting Group Advisors, LLC
Ag2r La Mondiale Gestion D'actifs
Intech Investment Management Llc
Canandaigua National Trust Co of Florida
New York Life Investment Management Llc
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
Vise Technologies, Inc.
FCPAX - FIDELITY ADVISOR SERIES VIII - Fidelity Advisor International Capital Appreciation Fund Class A
Great Lakes Retirement, Inc.
AWSAX - AIM FUNDS GROUP (INVESCO FUNDS GROUP) - INVESCO Global Core Equity Fund Class A
LGCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Global Equity Research Fund Class A
Slow Capital, Inc.
FQAL - FIDELITY COVINGTON TRUST - Fidelity Quality Factor ETF
SRS Capital Advisors, Inc.
Sequoia Financial Advisors, LLC
Westpac Banking Corp
Gillson Capital LP
State of Wyoming
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
Brevan Howard Capital Management LP
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
Maple Capital Management, Inc.
Financiere des Professionnels - Fonds d,investissement inc.
FAHYX - FIDELITY ADVISOR SERIES I - Fidelity Advisor High Income Advantage Fund Class M
FKDNX - Franklin Custodian Funds - Franklin Dynatech Fund Class A
Brown, Lisle/cummings, Inc.
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
MNCCX - MANNING & NAPIER FUND, INC. - Pro-Blend(R) Conservative Term Series Class L
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
NewEdge Wealth, LLC
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
First National Bank Of Omaha
Plante Moran Financial Advisors, LLC
FSST - FIDELITY COVINGTON TRUST - Fidelity Sustainability U.S. Equity ETF
Mv Capital Management, Inc.
Capstone Investment Advisors, Llc
Buckingham Strategic Partners
IFP Advisors, Inc
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
Vontobel Holding Ltd.
Benjamin Edwards Inc
HB Wealth Management, LLC
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
Quantitative Investment Management, LLC
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
HFM Investment Advisors, LLC
Vanderbilt University
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
Resurgent Financial Advisors LLC
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
Ellsworth Advisors, LLC
Dogwood Wealth Management LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
Quantbot Technologies LP
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
HACAX - HARBOR FUNDS - Harbor Capital Appreciation Fund Institutional Class
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
SFY - Tidal ETF Trust - SoFi Select 500 ETF
Triangle Securities Wealth Management
Sivia Capital Partners, LLC
VCULX - VALIC Co I - Growth Fund
Ameritas Advisory Services, LLC
BlackRock Series Fund, Inc. - BlackRock Advantage Large Cap Core Portfolio
Garrison Point Advisors, Llc
SGLC - RBB FUND, INC. - SGI U.S. Large Cap Core ETF
Atala Financial Inc
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
Fulton Bank, N.a.
Rice Hall James & Associates, Llc
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
GLBIX - Managed Portfolio Series - Leuthold Global Fund Institutional Class
Golden State Wealth Management, LLC
Cubist Systematic Strategies, LLC
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Annis Gardner Whiting Capital Advisors, LLC
Valley Forge Advisors, LLC
Aprio Wealth Management, LLC
Kings Path Partners LLC
FCUPX - MAINSTAY FUNDS TRUST - MainStay PineStone U.S. Equity Fund Class P
FineMark National Bank & Trust
Quantinno Capital Management LP
FMAGX - FIDELITY MAGELLAN FUND - Fidelity Magellan Fund
TRANSAMERICA SERIES TRUST - Transamerica Barrow Hanley Dividend Focused VP Initial
Penbrook Management LLC
Rosenberg Matthew Hamilton
EXEYX - MANNING & NAPIER FUND, INC. - Equity Series Class S
Nuveen, LLC
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Oppenheimer & Co Inc
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
New Republic Capital, LLC
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
NS Partners Ltd
FTCE - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust New Constructs Core Earnings Leaders ETF
AIM INTERNATIONAL MUTUAL FUNDS (INVESCO INTERNATIONAL MUTUAL FUNDS) - Invesco Global Responsibility Equity Fund Class A
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
FNPIX - Profunds - Financials Ultrasector Profund Investor Class
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Growth Portfolio Institutional Class
Independent Advisor Alliance
Alapocas Investment Partners, Inc.
Ubs Asset Management Americas Inc
IWY - iSHARES TRUST - iShares Russell Top 200 Growth ETF
ASR Vermogensbeheer N.V.
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
RedJay Asset Management Inc.
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
Siemens Fonds Invest GmbH
Montag A & Associates Inc
Aaron Wealth Advisors LLC
Kesler, Norman & Wride, LLC
Klingman & Associates, LLC
TISCX - TIAA-CREF FUNDS - TIAA-CREF Social Choice Equity Fund Institutional Class
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
Northwestern Mutual Wealth Management Co
EGUS - iSHARES TRUST - iShares ESG Aware MSCI USA Growth ETF
Chesapeake Wealth Management
MVSRX - Manager Directed Portfolios - Mar Vista Strategic Growth Fund Retirement Shares
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
State of Tennessee, Treasury Department
Mirae Asset Global Investments Co., Ltd.
Dorsey & Whitney Trust CO LLC
Silvant Capital Management LLC
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
Pettee Investors, Inc.
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
CoreCap Advisors, LLC
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
Glenview Trust Co
Crawford Investment Counsel Inc
Park Place Capital Corp
Maj Invest Holding A/S
Truist Financial Corp
OHIO NATIONAL FUND INC - ON BlackRock Advantage Large Cap Core Portfolio
B. Metzler seel. Sohn & Co. AG
Zacks Investment Management
Armstrong Henry H Associates Inc
Capital A Wealth Management, LLC
Private Trust Co Na
Df Dent & Co Inc
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
DSI - iSHARES TRUST - iShares MSCI KLD 400 Social ETF
Gulf International Bank (UK) Ltd
Institutional Investment Strategy Fund
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
Plotkin Financial Advisors, LLC
Yacktman Asset Management Lp
Generali Investments, Management Co LLC
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
Exchange Traded Concepts, Llc
Oppenheimer Asset Management Inc.
FMKFX - FIDELITY MAGELLAN FUND - Fidelity Magellan K6 Fund
VSNGX - JPMorgan Trust I - JPMorgan Mid Cap Equity Fund Class I
UBS Group AG
Retirement Systems of Alabama
Rhumbline Advisers
Your Advocates Ltd., LLP
Douglass Winthrop Advisors, LLC
Prime Capital Investment Advisors, LLC
Tokio Marine Asset Management Co Ltd
Gryphon Financial Partners LLC
Nomura Holdings Inc
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
Point72 Asset Management, L.P.
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
Ameriprise Financial Inc
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
Larson Financial Group LLC
FAD - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Growth AlphaDEX Fund
Kestra Investment Management, LLC
RVRB - ADVISORS SERIES TRUST - Reverb ETF
Sentry Investment Management Llc
Vista Wealth Management Group, LLC
Strs Ohio
Northern Trust Corp
Tobam
GHP Investment Advisors, Inc.
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
Proficio Capital Partners LLC
RSPF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Financials ETF
AE Wealth Management LLC
Naples Global Advisors, Llc
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
Proathlete Wealth Management Llc
Square Wave Partners, L.P.
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
Simplex Trading, Llc
Silvercrest Asset Management Group Llc
First National Advisers, LLC
Rafferty Asset Management, LLC
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
Quaker Wealth Management, LLC
California Public Employees Retirement System
Newbridge Financial Services Group, Inc.
Pragma Gestao De Patrimonio Ltd
Walleye Capital LLC
Allworth Financial LP
Cross Staff Investments Inc
Garda Capital Partners Lp
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
Magnus Financial Group LLC
Transcend Wealth Collective, Llc
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
BRX Global LP
K.J. Harrison & Partners Inc
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
FORA Capital, LLC
CenterBook Partners LP
Diversify Advisory Services, LLC
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
Mariner, LLC
FTCEX - FIDELITY INVESTMENT TRUST - Fidelity Total International Equity Fund Fidelity Advisor Total International Equity Fund: Class C
Titan Global Capital Management Usa Llc
George Kaiser Family Foundation
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
Lavaca Capital Llc
Howe & Rusling Inc
Wilkins Investment Counsel Inc
Captrust Financial Advisors
GFGF - EA Series Trust - Guru Favorite Stocks ETF
Morse Asset Management, Inc
Rockefeller Capital Management L.P.
Akre Capital Management Llc
Public Sector Pension Investment Board
Fortis Capital Management LLC
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
Penserra Capital Management LLC
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
Accent Capital Management, LLC
Jane Street Group, Llc
Carolina Wealth Advisors, LLC
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
Cornerstone Advisors, LLC
CMH Wealth Management LLC
Journey Strategic Wealth Llc
Fiduciary Group LLC
Skandinaviska Enskilda Banken AB (publ)
Wick Capital Partners, LLC
HighPoint Advisor Group LLC
Legal & General Group Plc
Cornerstone Total Return Fund Inc
Agf Management Ltd
Rialto Wealth Management, LLC
ZECP - Zacks Trust - Zacks Earnings Consistent Portfolio ETF
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
Generation Investment Management Llp
Oversea-Chinese Banking CORP Ltd
Avion Wealth
Baxter Bros Inc
D.B. Root & Company, LLC
Personal Cfo Solutions, Llc
Independence Bank of Kentucky
FIDSX - FIDELITY SELECT PORTFOLIOS - Financial Services Portfolio
VGLSX - VALIC Co I - Global Strategy Fund
Moisand Fitzgerald Tamayo, LLC
L2 Asset Management, LLC
Keybank National Association/oh
Cibc World Markets Corp
Jnl Series Trust - Jnl/jpmorgan Midcap Growth Fund (a)
MFS VARIABLE INSURANCE TRUST - MFS Growth Series Initial Class
Rathbone Brothers plc
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
Panagora Asset Management Inc
CZMGX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Growth Strategies Fund Institutional Class
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
DekaBank Deutsche Girozentrale
EWG Elevate Inc.
Nemes Rush Group LLC
Clear Street Markets Llc
HWG Holdings LP
Astoria Portfolio Advisors LLC.
Hennion & Walsh Asset Management, Inc.
Price T Rowe Associates Inc /md/
Bessemer Group Inc
Brown Advisory Inc
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
Macquarie Group Ltd
Lincoln Capital LLC
Worldquant Millennium Advisors Llc
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
PRUDENTIAL SERIES FUND - JENNISON PORTFOLIO Class I
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
Murphy & Mullick Capital Management Corp
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Growth Portfolio Class I Shares
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
Voleon Capital Management Lp
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
Massmutual Trust Co Fsb/adv
Accurate Wealth Management, LLC
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
Fiduciary Financial Group, Llc
IMS Capital Management
Longview Partners (Guernsey) LTD
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
Harbor Capital Advisors, Inc.
Humankind Benefit Corp - Humankind US Stock ETF
XXEC, Inc.
Genus Capital Management Inc.
Van Eck Associates Corp
BUFMX - BUFFALO FUNDS - Buffalo Mid Cap Fund Investor Class
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
Accretive Wealth Partners, LLC
Calamos Wealth Management LLC
Aqr Capital Management Llc
Ycg, Llc
Us Bancorp \de\
Opes Wealth Management LLC
Marcum Wealth, LLC
Blair William & Co/il
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
BRTNX - PFS FUNDS - Bretton Fund
Valmark Advisers, Inc.
Voya Investment Management Llc
Saturna Capital CORP
Alliancebernstein L.p.
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
Schwartz Investment Counsel Inc
Chevy Chase Trust Holdings, Inc.
Sentry LLC
New Mexico Educational Retirement Board
Public Employees Retirement Association Of Colorado
CWEAX - MUTUAL FUND SERIES TRUST - Catalyst/Welton Advantage Multi-Strategy Fund Class A
Strategic Global Advisors, LLC
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
Schechter Investment Advisors, LLC
Quotient Wealth Partners, LLC
NatWest Group plc
Key FInancial Inc
Gts Securities Llc
Bowie Capital Management, LLC
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
Arizona State Retirement System
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
UPSD - ETF Series Solutions - Aptus Large Cap Upside ETF
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
DAVENPORT & Co LLC
SPYG - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Growth ETF
Dorsey Wright & Associates
Royal Bank Of Canada
Citigroup Inc
Neuberger Berman Group LLC
FIRST TRUST VARIABLE INSURANCE TRUST - First Trust Capital Strength Portfolio Class I
E. Ohman J:or Asset Management AB
Securian Asset Management, Inc
Sienna Gestion
MRLIX - AMG FUNDS - AMG Renaissance Large Cap Growth Fund Class Z
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
Geo Capital Gestora de Recursos Ltd
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
M&t Bank Corp
EUSM - Strategy Shares - Eventide US Market ETF
Endowment Wealth Management, Inc.
Anchor Investment Management, LLC
Smart Money Group LLC
Wealth Enhancement Advisory Services, Llc
GIMFX - GMO TRUST - GMO Implementation Fund
Prescott Group Capital Management, L.l.c.
Onefund, Llc
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Broadleaf Partners, LLC
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
PJGRX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON GROWTH FUND Class R
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
Legacy Financial Advisors, Inc.
Citizens Financial Group Inc/ri
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
Two Sigma Advisers, Lp
Select Equity Group, L.P.
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Kilter Group LLC
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
OMERS ADMINISTRATION Corp
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
Ingalls & Snyder Llc
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
Oxbow Advisors, LLC
IQSU - IndexIQ ETF Trust - IQ Candriam ESG US Equity ETF
Bayforest Capital Ltd
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
Treasurer of the State of North Carolina
Banque Pictet & Cie Sa
ULPIX - Profunds - Ultrabull Profund Investor Class
Rockline Wealth Management, LLC
Tortoise Investment Management, LLC
AdvisorNet Financial, Inc
Gsa Capital Partners Llp
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
Axa S.a.
Forum Financial Management, LP
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
Troy Asset Management Ltd
Atlantic Edge Private Wealth Management, LLC
Generate Investment Management Ltd
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
Azzad Asset Management Inc /adv
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
Bank Of America Corp /de/
Baker Tilly Financial, Llc
Carnegie Capital Asset Management, LLC
GeoWealth Management, LLC
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
Gamco Investors, Inc. Et Al
Gardner Lewis Asset Management L P
CHGX - EA Series Trust - Stance Sustainable Beta ETF
Hills Bank & Trust Co
Loomis Sayles & Co L P
Geode Capital Management, Llc
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
Gotham Asset Management, LLC
Foster Dykema Cabot & Partners, Llc
AdvisorShares Investments LLC
DGLAX - BNY Mellon Strategic Funds, Inc. - BNY Mellon Global Stock Fund Class A
King Luther Capital Management Corp
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Cornerstone Strategic Value Fund Inc
Nuveen Nasdaq 100 Dynamic Overwrite Fund
Value Partners Investments Inc.
Cigna Investments Inc /new
Cache Advisors, LLC
FXO - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Financials AlphaDEX Fund
United Capital Financial Advisers, Llc
VHIAX - JP MORGAN MUTUAL FUND INVESTMENT TRUST - JPMorgan Growth Advantage Fund Class A
STRV - EA Series Trust - Strive 500 ETF
Johnson Financial Group, Inc.
Principal Securities, Inc.
Patton Fund Management, Inc.
Ariadne Wealth Management, LP
Y.D. More Investments Ltd
Whittier Trust Co Of Nevada Inc
MIGFX - MASSACHUSETTS INVESTORS GROWTH STOCK FUND - Massachusetts Investors Growth Stock Fund A
Mowery & Schoenfeld Wealth Management, LLC
Highline Wealth Partners Llc
Principal Financial Group Inc
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
Securian Funds Trust - SFT Index 500 Fund Class 1
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
FLVCX - FIDELITY SECURITIES FUND - Fidelity Leveraged Company Stock Fund
Candriam Luxembourg S.C.A.
Ti-trust, Inc
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
Palisades Hudson Asset Management, L.P.
FGLGX - FIDELITY HASTINGS STREET TRUST - Fidelity Series Large Cap Stock Fund
CI Private Wealth, LLC
SkyView Investment Advisors, LLC
Smartleaf Asset Management LLC
ROSS\JOHNSON & Associates LLC
Artemis Investment Management LLP
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
Westerkirk Capital Inc.
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
Van Den Berg Management I, Inc
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
Sachetta, LLC
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
Toronto Dominion Bank
East Coast Asset Management, LLC.
Hikari Power Ltd
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
Ballentine Partners, LLC
AVERX - SCHWARTZ INVESTMENT TRUST - Schwartz Value Focused Fund
Wolverine Trading, Llc
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
Tema ETF Trust - Tema Monopolies and Oligopolies ETF
Janney Montgomery Scott LLC
NEW YORK LIFE INVESTMENTS VP FUNDS TRUST - NYLI VP MFS Research Portfolio Service Class
XLF - SELECT SECTOR SPDR TRUST - The Financial Select Sector SPDR Fund
Other Listings
DE:DUT € 425,30
GB:0K36
MX:MCO
IT:1MCO € 444,10
US:MCO US$ 499,03
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