CVS / CVS Health Corporation - Net Long/Short Value

CVS Health Corporation
US ˙ NYSE ˙ US1266501006

CVS / CVS Health Corporation - Net Long/Short Value
This page provides the net long/short valuations for each institutional holding reported via 13F or NPORT filings. To calculate the net long/short value, we add the equity value to the call option value and subtract the put option value. Funds that report short-borrowed positions will report equity values as negatives. Net long positions will have positive numbers in the net long/short column, and net short positions will have negative values in that column.
Owner Equity Value
($1000)
Call Value
($1000)
Put Value
($1000)
Net Long/Short
($1000)
VANGUARD VARIABLE INSURANCE FUNDS - Diversified Value Portfolio
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Core Equity Fund
RAZAX - RUSSELL INVESTMENT CO - Multi-Asset Growth Strategy Fund Class A
Sachetta, LLC
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
Westport Asset Management Inc
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
Community Trust & Investment Co
HighMark Wealth Management LLC
Associated Banc-corp
XLV - SELECT SECTOR SPDR TRUST - The Health Care Select Sector SPDR Fund
State Of Michigan Retirement System
Sage Mountain Advisors LLC
ESGU - iSHARES TRUST - iShares ESG MSCI USA ETF
CZAMX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Alternative Strategies Fund Institutional Class
Eaton Vance Tax-managed Buy-write Income Fund
Polianta Ltd
Tudor Investment Corp Et Al
Capital International Sarl
Front Row Advisors LLC
BlackRock Funds III - BlackRock Diversified Fixed Income Fund Institutional Shares
Symmetry Partners, LLC
Aspect Partners, LLC
St. Johns Investment Management Company, LLC
Merit Financial Group, LLC
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Mystic Asset Management, Inc.
POGRX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Growth Fund
PUTNAM VARIABLE TRUST - Putnam VT George Putnam Balanced Fund Class IA Shares
Poinciana Advisors Group, Llc
Ossiam
Concurrent Investment Advisors, LLC
FBLAX - FRANKLIN INVESTORS SECURITIES TRUST - Franklin Managed Income Fund CLASS A
Triglav Skladi, D.o.o.
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Large Cap Index Fund Class 3
Wealth Effects Llc
Visionary Wealth Advisors
QAAGZX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Health Sciences Portfolio
EPSPX - MAINSTAY FUNDS TRUST - MainStay Epoch Global Equity Yield Fund Class A
Westpac Banking Corp
Evolution Wealth Management Inc.
SPGEX - Symmetry Panoramic Trust - Symmetry Panoramic Global Equity Fund Class I Shares
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
MWCRX - METROPOLITAN WEST FUNDS - METROPOLITAN WEST UNCONSTRAINED BOND FUND Class M
Fmr Llc
California Public Employees Retirement System
Synovus Financial Corp
Quadrant Private Wealth Management, LLC
Compass Ion Advisors, LLC
TOWER TRUST & INVESTMENT Co
WRAAX - WILMINGTON FUNDS - Wilmington Global Alpha Equities Fund Class A Shares
Legacy Bridge, LLC
First Citizens Bank & Trust Co
Principal Financial Group Inc
SIDCX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Intermediate Duration Credit Fund - Class A
Gulf International Bank (UK) Ltd
Kera Capital Partners, Inc.
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Tempus Wealth Planning, LLC
BCU Wealth Advisors, LLC
VANGUARD VARIABLE INSURANCE FUNDS - Equity Income Portfolio
SFLNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Large Company Index Fund Institutional Shares
Sentinel Trust Co Lba
Parkside Investments, LLC
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
Natixis
Ag2r La Mondiale Gestion D'actifs
ABCS - EA Series Trust - ALPHA BLUE CAPITAL US SMALL-MID CAP DYNAMIC ETF
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
Grantham, Mayo, Van Otterloo & Co. LLC
LSVMX - ADVISORS' INNER CIRCLE FUND - LSV U.S. MANAGED VOLATILITY FUND Institutional Class Shares
FEIAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Income Fund Class A
CRBN - iSHARES TRUST - iShares MSCI ACWI Low Carbon Target ETF
NSTLX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Strategic Income Fund Institutional Class
SUNAMERICA SERIES TRUST - SA JPMorgan Equity-Income Portfolio Class 1
Sector Gamma As
Souders Financial Advisors
KBC Group NV
John Hancock Funds II - Health Sciences Fund Class NAV
PUTNAM VARIABLE TRUST - Putnam VT Multi-Cap Core Fund Class IA Shares
LMORX - Advisor Managed Portfolios - Patient Opportunity Trust Class R
Banque Pictet & Cie Sa
Legacy Investment Solutions, LLC
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
BRYN MAWR TRUST Co
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Large Cap Growth Managed Volatility Fund Standard Class
PKO Investment Management Joint-Stock Co
Windsor Capital Management, LLC
Wallace Advisory Group, LLC
Fifth Third Wealth Advisors LLC
Landscape Capital Management, L.l.c.
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Plimoth Trust Co Llc
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
Northside Capital Management, LLC
Gitterman Wealth Management, LLC
VANGUARD VARIABLE INSURANCE FUNDS - Total Bond Market Index Portfolio
Carlton Hofferkamp & Jenks Wealth Management, LLC
Pettyjohn, Wood & White, Inc
TCBPX - TIAA-CREF FUNDS - TIAA-CREF Bond Plus Fund Retail Class
RMR Wealth Builders
Bank Of Montreal /can/
Widmann Financial Services, Inc.
Annis Gardner Whiting Capital Advisors, LLC
FPCIX - Fidelity Rutland Square Trust II - Strategic Advisers Core Income Fund
Quadrature Capital Ltd
MVIAX - PRAXIS MUTUAL FUNDS - Praxis Value Index Fund Class A
Two Roads Shared Trust - LeaderShares(R) Equity Skew ETF
Empowered Funds, LLC
MENAX - MADISON FUNDS - Madison Covered Call & Equity Income Fund Covered Call & Equity Income Fund Class A
DTLVX - Wilshire Mutual Funds Inc - Large Company Value Portfolio Investment Class
Investment Management Corp of Ontario
COPY - RBB Fund Trust - Tweedy, Browne Insider + Value ETF
Caisse Des Depots Et Consignations
Lathrop Investment Management Corp
Quotient Wealth Partners, LLC
Siemens Fonds Invest GmbH
Park National Corp /oh/
JVAL - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Value Factor ETF
Ariel Investments, Llc
Flaharty Asset Management, LLC
Empire Financial Management Company, LLC
Canada Post Corp Registered Pension Plan
Smallwood Wealth Investment Management, LLC
Wellington Shields Capital Management, LLC
Osborne Partners Capital Management, Llc
Sunbelt Securities, Inc.
Adviser Investments LLC
Sonora Investment Management Group, LLC
Prime Capital Investment Advisors, LLC
Swedbank AB
HCSRX - HC CAPITAL TRUST - The Catholic SRI Growth Portfolio HC Strategic Shares
CapWealth Advisors, LLC
Hillman Capital Management, Inc.
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
CUHAX - Victory Portfolios II - Victory US 500 Enhanced Volatility Wtd Index Fund Class A
Sterling Wealth Management, Inc.
Vaughan David Investments Inc/il
RWL - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Revenue ETF
FSMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value Fund
SUNAMERICA SERIES TRUST - SA T. Rowe Price Asset Allocation Growth Portfolio Class 1
SHUS - Exchange Listed Funds Trust - Stratified LargeCap Hedged ETF
LBAY - Tidal ETF Trust - Leatherback Long/Short Alternative Yield ETF
Pure Financial Advisors, Inc.
Investors Asset Management Of Georgia Inc /ga/ /adv
Mediolanum International Funds Ltd
Barrow Hanley Mewhinney & Strauss Llc
FDVV - FIDELITY COVINGTON TRUST - Fidelity High Dividend ETF
Blackston Financial Advisory Group, LLC
Snowden Capital Advisors LLC
PBAIX - Blackrock Funds - Blackrock Tactical Opportunities Fund Institutional
Lorne Steinberg Wealth Management Inc.
VMAX - Lattice Strategies Trust - Hartford US Value ETF
Topsail Wealth Management, LLC
BKD Wealth Advisors, LLC
ASR Vermogensbeheer N.V.
Peoples Financial Services Corp.
Simmons Bank
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
Catalyst Financial Partners Llc
LFA - Lugano Financial Advisors SA
CAVAX - SEI Catholic Values Trust - Catholic Values Equity Fund Class F, effective 1-31-2017 (formerly Class A)
NPRTX - NEUBERGER BERMAN EQUITY FUNDS - Neuberger Berman Large Cap Value Fund Investor Class
Maven Securities LTD
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Balanced Fund Class 3
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
GEFPX - FundVantage Trust - Gotham Enhanced 500 Plus Fund Institutional Class
China Universal Asset Management Co., Ltd.
GONIX - FundVantage Trust - Gotham Neutral Fund Institutional Class
XUDV - Franklin Templeton ETF Trust - Franklin U.S. Dividend Multiplier Index ETF
Courier Capital Llc
Allianz Asset Management GmbH
Integrated Advisors Network LLC
Savant Capital, LLC
AustralianSuper Pty Ltd
City Holding Co
Walleye Capital LLC
Profunds - Profund Vp Large-cap Value
Bell Investment Advisors, Inc
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
PKS Advisory Services, LLC
BUSA - 2023 ETF Series Trust - Brandes U.S. Value ETF
STRV - EA Series Trust - Strive 500 ETF
Westmount Partners, LLC
Patrick Mauro Investment Advisor, INC.
UBS Group AG
Applied Finance Capital Management, LLC
DLHAX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Healthcare Fund Class A
Fairfax Financial Holdings Ltd/ Can
Mv Capital Management, Inc.
APG Asset Management N.V.
Empirical Finance, LLC
XRMI - Global X Funds - Global X S&P 500 Risk Managed Income ETF
Belpointe Asset Management LLC
Washington Trust Advisors, Inc.
Bank & Trust Co
Personal Cfo Solutions, Llc
SSO - PROSHARES TRUST - ProShares Ultra S&P500
CGDV - Capital Group Dividend Value ETF - Capital Group Dividend Value ETF Share Class
CAHEX - CALAMOS INVESTMENT TRUST/IL - Calamos Hedged Equity Income Fund Class A
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
Acadian Asset Management Llc
Kestra Investment Management, LLC
Callan Family Office, LLC
Sittner & Nelson, Llc
AIVSX - INVESTMENT CO OF AMERICA - INVESTMENT CO OF AMERICA Class A
Diversified Trust Co
PACIFIC SELECT FUND - Large-Cap Value Portfolio Class I
MSTMX - Morningstar Funds Trust - Morningstar Multi-Sector Bond Fund
GSIIX - GOLDMAN SACHS TRUST - Goldman Sachs Equity Income Fund Institutional
Elo Mutual Pension Insurance Co
Wolverine Asset Management Llc
Greenleaf Trust
Securian Funds Trust - SFT Core Bond Fund Class 1
Toth Financial Advisory Corp
Twin Lakes Capital Management, LLC
Horizon Bancorp Inc /in/
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
LQDB - iSHARES TRUST - iShares BBB Rated Corporate Bond ETF
St Germain D J Co Inc
Advisor Group Holdings, Inc.
INGBX - Voya MUTUAL FUNDS - Voya Global Bond Fund Class A
VLUE - iSHARES TRUST - iShares Edge MSCI USA Value Factor ETF
Loomis Sayles & Co L P
HWMIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Mid-Cap Value Fund Class I
SRHQ - Elevation Series Trust - SRH U.S. Quality ETF
Dynamic Technology Lab Private Ltd
LPCIX - Advisors' Inner Circle Fund III - MetLife Core Plus Fund I Class Shares
Middleton & Co Inc/ma
Robeco Schweiz AG
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
GBFFX - GMO TRUST - GMO Benchmark-Free Fund Class III
VVIPX - Voya INVESTORS TRUST - Voya VACS Index Series S Portfolio
FBKFX - FIDELITY PURITAN TRUST - Fidelity Balanced K6 Fund
Murphy & Mullick Capital Management Corp
FLDFX - Meeder Funds - BALANCED FUND Retail Class
JIEMX - John Hancock Funds II - Equity Income Fund Class NAV
Gts Securities Llc
Kathmere Capital Management, LLC
Diversify Advisory Services, LLC
Collar Capital Management, LLC
Olstein Capital Management, L.P.
Coldstream Capital Management Inc
Great West Life Assurance Co /can/
Optivise Advisory Services LLC
American National Bank
FDFIX - FIDELITY CONCORD STREET TRUST - Fidelity Flex 500 Index Fund
SPYD - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 High Dividend ETF
Dfa Investment Dimensions Group Inc - Va U.s. Large Value Portfolio
TOK - iSHARES TRUST - iShares MSCI Kokusai ETF
Ipswich Investment Management Co., Inc.
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
RIFAX - RUSSELL INVESTMENT FUNDS - U.S. Strategic Equity Fund
Syon Capital Llc
Argent Trust Co
UniSuper Management Pty Ltd
XTR - Global X Funds - Global X S&P 500 Tail Risk ETF
American Century Companies Inc
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
DBMIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Bond Market Index Fund Investor Shares
PRCOX - T. Rowe Price U.S. Equity Research Fund, Inc. - T. Rowe Price U.S. Equity Research Fund
TMED - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Health Care ETF
WPGHX - RBB FUND, INC. - WPG Partners Select Hedged Fund Institutional
NSFLX - Natixis Funds Trust IV - Natixis Sustainable Future 2055 Fund Class N
Glass Jacobson Investment Advisors llc
Colrain Capital Llc
FXAIX - FIDELITY CONCORD STREET TRUST - Fidelity 500 Index Fund
DIVHX - CUTLER TRUST - Cutler Equity Fund Class II Shares
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
Pine Haven Investment Counsel, Inc
JIAFX - John Hancock Funds II - Income Allocation Fund Class A
Rockefeller Capital Management L.P.
Meridian Investment Counsel Inc.
Permit Capital, LLC
10Elms LLP
JAFMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Health Sciences Trust NAV
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
AMRMX - AMERICAN MUTUAL FUND - AMERICAN MUTUAL FUND Class A
Iron Horse Wealth Management, LLC
Intrua Financial, LLC
Newbridge Financial Services Group, Inc.
Mount Yale Investment Advisors, LLC
Poehling Capital Management, LLC
VOOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P 500 Value Index Fund ETF Shares
Deseret Mutual Benefit Administrators
Semmax Financial Advisors Inc.
FDL - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Morningstar Dividend Leaders Index Fund
ITBAX - HARTFORD MUTUAL FUNDS INC/CT - THE HARTFORD TOTAL RETURN BOND FUND Class A
LSVFX - ADVISORS' INNER CIRCLE FUND - LSV GLOBAL MANAGED VOLATILITY FUND Institutional Class Shares
Insigneo Advisory Services, Llc
Erste Asset Management GmbH
FSWCX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Value Index Fund
California State Teachers Retirement System
Brighthouse Funds Trust II - MetLife Stock Index Portfolio Class A
RBF Capital, LLC
EPLIX - MAINSTAY FUNDS TRUST - MainStay Epoch U.S. Equity Yield Fund Investor Class
GEND - Spinnaker ETF Series - Genter Capital Dividend Income ETF
New Age Alpha Variable Funds Trust - NAA WORLD EQUITY INCOME SERIES
Fairman Group, LLC
IFP Advisors, Inc
Level Four Advisory Services, Llc
USA Financial Portformulas Corp
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
First Horizon Advisors, Inc.
Kentucky Retirement Systems
Cornerstone Total Return Fund Inc
EP Wealth Advisors, Inc.
VWNDX - VANGUARD WINDSOR FUNDS - Vanguard Windsor Fund Investor Shares
FTRFX - FEDERATED TOTAL RETURN SERIES INC - Federated Total Return Bond Fund Service Shares
SYM FINANCIAL Corp
LPL Financial LLC
MWSIX - Metropolitan West Funds - Metropolitan West Strategic Income Fund Class I
Lee Danner & Bass Inc
Canton Hathaway, LLC
MDVAX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Diversified Bond Fund Class A
ORG Wealth Partners, LLC
LaSalle St. Investment Advisors, LLC
Archer Investment Corp
BlackRock Variable Series Funds, Inc. - BlackRock Basic Value V.I. Fund Class I
Van Hulzen Asset Management, LLC
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay S&P 500 Index Portfolio Initial Class
AGH Wealth Advisors, LLC
SWPPX - SCHWAB CAPITAL TRUST - Schwab S&P 500 Index Fund
Money Concepts Capital Corp
Mitsubishi UFJ Trust & Banking Corp
OPTZ - Advisor Managed Portfolios - Optimize Strategy Index ETF
TMFE - RBB FUND, INC. - Motley Fool Capital Efficiency 100 Index ETF
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Shares Vip Fund Class 1
Larson Financial Group LLC
VAUGHAN & Co SECURITIES, INC.
FSM Wealth Advisors, LLC
Vanguard Group Inc
KOKU - DBX ETF TRUST - Xtrackers MSCI Kokusai Equity ETF
GAMMA Investing LLC
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Fidelity Institutional Asset Management Multi-Strategy Fund Class 2
MAINSTAY VP FUNDS TRUST - MainStay VP Epoch U.S. Equity Yield Portfolio Initial Class
Umb Bank N A/mo
SNPE - DBX ETF TRUST - Xtrackers S&P 500 ESG ETF
Camber Capital Management LP
Perkins Coie Trust Co
PJIAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM JENNISON EQUITY OPPORTUNITY FUND Class A
SUNAMERICA SERIES TRUST - SA Large Cap Index Portfolio Class 1
Bessemer Group Inc
INGIX - Voya INVESTORS TRUST - Voya U.S. Stock Index Portfolio Class I
Intact Investment Management Inc.
FHEQ - Fidelity Greenwood Street Trust - Fidelity Hedged Equity ETF
Choate Investment Advisors
WRLDX - ADVISORS SERIES TRUST - Scharf Global Opportunity Fund Retail Class
Teza Capital Management LLC
Td Private Client Wealth Llc
Livforsakringsbolaget Skandia, Omsesidigt
Argyle Capital Management Inc.
MXVIX - GREAT-WEST FUNDS INC - Great-West S&P 500 Index Fund Investor Class
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA S&P 500 Index Fund Standard Class
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
Advanced Series Trust - Ast Academic Strategies Asset Allocation Portfolio
VCIGX - VALIC Co I - Dividend Value Fund
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equity And Income Fund Series I
SOA Wealth Advisors, LLC.
ADVANCED SERIES TRUST - AST Quantitative Modeling Portfolio
City Center Advisors, LLC
Inlet Private Wealth, LLC
MMBDX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Balanced Fund Class A
Camelot Portfolios, LLC
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Main Street Fund Class C
BBTBX - Bridge Builder Trust - Bridge Builder Core Bond Fund
PACIFIC SELECT FUND - Health Sciences Portfolio Class I
Bayforest Capital Ltd
Capula Management Ltd
RETSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Large Cap Fund Class S
New Age Alpha Advisors, LLC
Traub Capital Management LLC
Integrated Investment Consultants, LLC
Tobam
HLEIX - JPMORGAN TRUST II - JPMorgan Equity Index Fund Class I
KPP Advisory Services LLC
PHEFX - T. Rowe Price Equity Funds, Inc. - T. Rowe Price Hedged Equity Fund
FDBAX - FEDERATED INVESTMENT SERIES FUNDS INC - Federated Bond Fund Class A Shares
EUSA - iShares, Inc. - iShares MSCI USA Equal Weighted ETF
State Board Of Administration Of Florida Retirement System
SBSPX - LEGG MASON PARTNERS EQUITY TRUST - QS S&P 500 Index Fund Class A
FCSPX - Federated Managed Pool Series - Federated Corporate Bond Strategy Portfolio
JNL SERIES TRUST - JNL/Mellon MSCI World Index Fund (I)
VINIX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Index Fund Institutional Shares
Milliman Variable Insurance Trust - Milliman - Capital Group Hedged U.S. Income and Growth Fund Class 3
Gables Capital Management Inc.
Hanson & Doremus Investment Management
Community Bank & Trust, Waco, Texas
Montag A & Associates Inc
Fairscale Capital, LLC
Wedge Capital Management L L P/nc
VLACX - VANGUARD INDEX FUNDS - Vanguard Large-Cap Index Fund Investor Shares
CENTRAL TRUST Co
Canandaigua National Bank & Trust Co
AHSAX - ALGER FUNDS - Alger Health Sciences Fund Class A
EQTIX - SHELTON FUNDS - Shelton Core Value Fund Direct Shares
Strategic Planning, Inc.
Lido Advisors, LLC
Talon Private Wealth, LLC
Plato Investment Management Ltd
FBCV - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Value ETF
FAAAX - Franklin Alternative Strategies Funds - Franklin K2 Alternative Strategies Fund Class A
PRAXIS FUNDS - Praxis Impact Large Cap Value ETF
DUSA - Davis Fundamental ETF Trust - Davis Select U.S. Equity ETF
Diversified Enterprises, LLC
Nicolet Advisory Services, Llc
Key FInancial Inc
Hantz Financial Services, Inc.
Avanza Fonder AB
LBWAX - Legg Mason Global Asset Management Trust - BrandywineGLOBAL - Diversified US Large Cap Value Fund Class A
BBCPX - Bridge Builder Trust - Bridge Builder Core Plus Bond Fund
Jupiter Asset Management Ltd
Partners in Financial Planning
Wbh Advisory Inc
MASTER INVESTMENT PORTFOLIO - U.S. Total Bond Index Master Portfolio
Napatree Capital Llc
Hazlett, Burt & Watson, Inc.
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
Versor Investments LP
VSM Wealth Advisory, LLC
Kennebec Savings Bank
Ieq Capital, Llc
BKLC - BNY Mellon ETF Trust - BNY Mellon US Large Cap Core Equity ETF
PBUS - Invesco Exchange-Traded Fund Trust II - Invesco PureBeta MSCI USA ETF
Spinnaker Trust
QCELX - AQR Funds - AQR Large Cap Multi-Style Fund Class I
Rossby Financial, LCC
Boston Partners
Dearborn Partners Llc
St. Louis Financial Planners Asset Management, LLC
AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Oppenheimer Rising Dividends Fund Class C
Radnor Capital Management, LLC
Lindbrook Capital, Llc
Painted Porch Advisors LLC
Northwest & Ethical Investments L.P.
Tweedy, Browne Co LLC
Richardson Capital Management LLC
Jnl Series Trust - Jnl/neuberger Berman Strategic Income Fund (a)
FT Vest Hedged Equity Income Fund: Series A4
Evoke Wealth, Llc
ILUAX - Voya VARIABLE PORTFOLIOS INC - Voya U.S. Bond Index Portfolio Class ADV
Donaldson Capital Management, Llc
Longfellow Investment Management Co Llc
Legacy Capital Group California, Inc.
QIG - WisdomTree Trust - WisdomTree U.S. Corporate Bond Fund N/A
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
AQEAX - Columbia Funds Series Trust II - Columbia Disciplined Core Fund Class A
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Worth Financial Advisory Group, LLC
Advisors Asset Management, Inc.
Oakworth Capital, Inc.
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
Jones Financial Companies Lllp
Revolve Wealth Partners, LLC
Ausdal Financial Partners, Inc.
United Capital Financial Advisers, Llc
PBBBX - ADVISORS SERIES TRUST - PIA BBB Bond Fund Managed Account Completion Shares
QCGLRX - COLLEGE RETIREMENT EQUITIES FUND - Global Equities Account Class R1
Madison Asset Management, LLC
FAVFX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Fund Class A
USGRX - USAA MUTUAL FUNDS TRUST - Growth & Income Fund Shares
Cladis Investment Advisory, LLC
Franklin Templeton Variable Insurance Products Trust - Franklin Mutual Global Discovery Vip Fund Class 1
Nan Shan Life Insurance Co., Ltd.
F&V Capital Management, LLC
PXLIX - PAX WORLD FUNDS SERIES TRUST I - PAX LARGE CAP FUND Institutional Class
NYVTX - DAVIS NEW YORK VENTURE FUND INC - Davis New York Venture Fund Class A
International Private Wealth Advisors LLC
UPRO - PROSHARES TRUST - ProShares UltraPro S&P500
Register Financial Advisors LLC
Centerpoint Advisors, LLC
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
Man Group plc
PayPay Securities Corp
Y-Intercept (Hong Kong) Ltd
Jfs Wealth Advisors, Llc
Lummis Asset Management, LP
Leuthold Group, Llc
Lord, Abbett & Co. Llc
MML SERIES INVESTMENT FUND - MML Fundamental Growth Fund Class II
JAVA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Value ETF
IRLIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Index Portfolio Class ADV
Altfest L J & Co Inc
Cresset Asset Management, LLC
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
SPC Financial, Inc.
Midwest Trust Co
Invesco Exchange-Traded Fund Trust II - Invesco MSCI North America Climate ETF
Dogwood Wealth Management LLC
Wealthbridge Capital Management, Llc
Foster Dykema Cabot & Partners, Llc
First American Trust, Fsb
Fifth Third Bancorp
Glenmede Trust Co Na
Slagle Financial, LLC
Schwarz Dygos Wheeler Investment Advisors Llc
SUNAMERICA SERIES TRUST - SA Legg Mason BW Large Cap Value Portfolio Class 1
Nicolet Bankshares Inc
PHSTX - PUTNAM GLOBAL HEALTH CARE FUND - PUTNAM GLOBAL HEALTH CARE FUND Class A Shares
CTC Alternative Strategies, Ltd.
Huntington National Bank
LLAAX - LEGG MASON PARTNERS VARIABLE INCOME TRUST - Western Asset Long Credit VIT Class I
DGT - SPDR SERIES TRUST - SPDR(R) Global Dow ETF
Illinois Municipal Retirement Fund
EQ ADVISORS TRUST - EQ/T. Rowe Price Health Sciences Portfolio Class IB
Hartland & Co., LLC
VMVLX - VANGUARD WORLD FUND - Vanguard Mega Cap Value Index Fund Institutional Shares
Ostrum Asset Management
PKAIX - PIMCO Equity Series - PIMCO RAE US Fund Institutional Class
ROUS - Lattice Strategies Trust - Hartford Multifactor US Equity ETF
Zurich Insurance Group Ltd/FI
TMLCX - Sei Institutional Managed Trust - Simt Tax-managed Large Cap Fund Class F
CoreCap Advisors, LLC
NATIONWIDE VARIABLE INSURANCE TRUST - BlackRock NVIT Equity Dividend Fund Class I
L.m. Kohn & Company
FCGBX - TEMPLETON GLOBAL INVESTMENT TRUST - Templeton Global Balanced Fund Class C
LexAurum Advisors, LLC
Atlantic Trust, LLC
Founders Financial Securities Llc
Cape Investment Advisory, Inc.
Blackrock Health Sciences Trust
BI Asset Management Fondsmaeglerselskab A/S
Park Place Capital Corp
Woodstock Corp
EQ ADVISORS TRUST - EQ/Long-Term Bond Portfolio Class IB
SLCAX - Sei Institutional Investments Trust - Siit Large Cap Fund - Class A
Metis Global Partners, LLC
Xponance, Inc.
Private Trust Co Na
SUVAX - PRUDENTIAL INVESTMENT PORTFOLIOS 3 - PGIM QMA LARGE-CAP VALUE FUND Class A
FT Vest Hedged Equity Income Fund: Series B1
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Franklin Templeton Global Equity Managed Volatility Fund Standard Class
Tsfg, Llc
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
Trust Co
Ascent Group, LLC
First Pacific Financial
Pacific Center for Financial Services
EQ ADVISORS TRUST - EQ/AB Dynamic Moderate Growth Portfolio Class IB
ESN - NORTHERN LIGHTS FUND TRUST II - Essential 40 Stock ETF
NorthRock Partners, LLC
SGMAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Global Managed Volatility Fund Class A
Nissay Asset Management Corp /japan/ /adv
CI Private Wealth, LLC
Mitchell Mcleod Pugh & Williams Inc
HCMT - Direxion Shares ETF Trust - Direxion HCM Tactical Enhanced US ETF
FEAC - FIDELITY COVINGTON TRUST - Fidelity Enhanced U.S. All-Cap Equity ETF
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
Marco Investment Management Llc
MML SERIES INVESTMENT FUND - MML Equity Income Fund Initial Class
Pensionfund Sabic
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
Howe & Rusling Inc
Avestar Capital, LLC
MPBLX - BNY MELLON FUNDS TRUST - BNY Mellon Asset Allocation Fund Class M Shares
VARIABLE INSURANCE PRODUCTS FUND III - Value Strategies Portfolio Initial Class
Ing Groep Nv
Weil Company, Inc.
Williams Financial, LLC
Zurcher Kantonalbank (Zurich Cantonalbank)
Granite FO LLC
Pictet Asset Management Holding SA
Searle & Co.
Round Rock Advisors, LLC
Ubs Asset Management Americas Inc
PGVFX - FORUM FUNDS - Polaris Global Value Fund
CFVAX - SEI Catholic Values Trust - Catholic Values Fixed Income Fund Class F, effective 1-31-2017 (formerly Class A)
GSELX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
Sentry LLC
RGEAX - RUSSELL INVESTMENT CO - Global Equity Fund Class A
Voleon Capital Management Lp
Sierra Capital LLC
Bleakley Financial Group, LLC
ILTB - iSHARES TRUST - iShares Core 10+ Year USD Bond ETF
Leo Wealth, LLC
Skandinaviska Enskilda Banken AB (publ)
Guggenheim Strategic Opportunities Fund
Alta Advisers Ltd
SCPAX - Sei Institutional Investments Trust - Siit Large Cap Disciplined Equity Fund - Class A
Teacher Retirement System Of Texas
Noble Wealth Management PBC
HHM Wealth Advisors, LLC
Wealth Enhancement Advisory Services, Llc
Robinson Value Management, Ltd.
Citadel Advisors Llc
MUTUAL OF AMERICA INVESTMENT CORP - All America Fund Class
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL MSCI Global Equity Index Fund
OAKMX - HARRIS ASSOCIATES INVESTMENT TRUST - Oakmark Fund Investor Class
US Asset Management LLC
FBCGX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth K6 Fund
Hills Bank & Trust Co
STXV - EA Series Trust - Strive 1000 Value ETF
EGLE - Global X Funds - Global X S&P 500 U.S. Revenue Leaders ETF
USSPX - USAA MUTUAL FUNDS TRUST - 500 Index Fund -Member Shares
Iowa State Bank
Boreal Capital Management LLC
KKM Financial LLC
FBCG - FIDELITY COVINGTON TRUST - Fidelity Blue Chip Growth ETF
Securian Funds Trust - SFT Index 500 Fund Class 1
Stock Yards Bank & Trust Co
Waterloo Capital, L.P.
BlackRock Variable Series Funds, Inc. - BlackRock Equity Dividend V.I. Fund Class I
SEIAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Multi-Asset Real Return Fund - Class A
Morningstar Investment Management LLC
Miller Wealth Advisors, Llc
Morton Community Bank
Northeast Investment Management
Quaker Wealth Management, LLC
WASHINGTON TRUST Co
Gamco Investors, Inc. Et Al
PRCIX - T. Rowe Price New Income Fund, Inc. - T. Rowe Price New Income Fund, Inc.
PARUS FINANCE (UK) Ltd
VGIIX - JPMorgan Trust I - JPMorgan Growth and Income Fund Class I
MAI Capital Management
IUAAX - Voya PARTNERS INC - VY(R) Invesco Equity and Income Portfolio Class ADV
Atlas Brown,Inc.
NSFEX - Natixis Funds Trust IV - Natixis Sustainable Future 2025 Fund Class N
IVKAX - Voya PARTNERS INC - VY(R) Invesco Comstock Portfolio Class ADV
FT Vest Total Return Income Fund: Series B1
Virtue Capital Management, LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - Bond Market Index Account Class 1
Forethought Variable Insurance Trust - Global Atlantic BlackRock Disciplined Value Portfolio Class I Shares
Amara Financial, Llc.
Elevation Series Trust - TrueShares Active Yield ETF
Royal Fund Management, LLC
Capital Investment Advisory Services, LLC
TWVLX - American Century Capital Portfolios Inc - Value Fund Investor Class
Keynote Financial Services Llc
PACIFIC SELECT FUND - Value Advantage Portfolio Class I
Entropy Technologies, LP
Cohen Klingenstein LLC
FLPSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock Fund
Red Tortoise LLC
DiNuzzo Private Wealth, Inc.
VALAX - NORTHERN LIGHTS FUND TRUST II - Al Frank Fund Advisor Class
FPKFX - FIDELITY PURITAN TRUST - Fidelity Puritan K6 Fund
Edgar Lomax Co/va
Financial Management Professionals, Inc.
Kentucky Trust Co
ACSTX - Aim Sector Funds (invesco Sector Funds) - Invesco Comstock Fund Class A
ACVF - ETF Opportunities Trust - American Conservative Values ETF
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
AADEX - AMERICAN BEACON FUNDS - American Beacon Large Cap Value Fund Institutional Class
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
Walter & Keenan Financial Consulting Co /mi/ /adv
Thompson Davis & Co., Inc.
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
Thompson Siegel & Walmsley Llc
SPINX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT S&P 500 Index Fund - Class A
Sigma Planning Corp
Klp Kapitalforvaltning As
Blackrock Enhanced Equity Dividend Trust
Optimize Financial Inc
Citizens & Northern Corp
LOMAX - ADVISORS SERIES TRUST - Edgar Lomax Value Fund Investor Class
Promus Capital, LLC
Alpine Total Dynamic Dividend Fund
Waldron Private Wealth LLC
NCM Capital Management, LLC
AA Financial Advisors, LLC
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
PREIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Equity Index 500 Fund
TILCX - T. Rowe Price Institutional Equity Funds, Inc. - T. Rowe Price Institutional Large-Cap Value Fund
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Baker Avenue Asset Management, LP
SYMIX - MUTUAL FUND SERIES TRUST - AlphaCentric Symmetry Strategy Fund Class I
THRIVENT SERIES FUND INC - Thrivent Large Cap Index Portfolio Class A
Harris Associates L P
Exencial Wealth Advisors, Llc
Mufg Securities Americas Inc.
Beaton Management Co. Inc.
Brighthouse Funds Trust I - JPMorgan Global Active Allocation Portfolio Class B
Hemington Wealth Management
Moody National Bank Trust Division
Alliance Wealth Advisors, LLC
Signaturefd, Llc
AMERICAN FUNDS INSURANCE SERIES - Global Growth and Income Fund Class 1
Johnson Financial Group, Inc.
QQMNX - Federated Hermes Adviser Series - Federated Hermes MDT Market Neutral Fund Institutional Shares
JUSA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Research Enhanced Large Cap ETF
Ipsen Advisor Group LLC
Signal Advisors Wealth, LLC
TGCFX - TCW FUNDS INC - TCW Core Fixed Income Fund I Class
CWA Asset Management Group, LLC
Stablepoint Partners, LLC
SPUU - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 2X Shares
WWIDX - WELLS FARGO FUNDS TRUST - Wells Fargo Large Company Value Fund Administrator Class
Waycross Partners, Llc
Beutel, Goodman & Co Ltd.
MMCBX - MASSMUTUAL PREMIER FUNDS - MassMutual Premier Core Bond Fund Class A
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
Advyzon Investment Management, LLC
SEUIX - Sei Institutional Managed Trust - Simt Large Cap Value Fund Class I
Robeco Institutional Asset Management B.V.
Caldwell Securities, Inc
HLQVX - JPMORGAN TRUST II - JPMorgan Large Cap Value Fund Class I
Patrick M Sweeney & Associates, Inc
Meridian Financial, LLC
Penobscot Investment Management Company, Inc.
VTC - VANGUARD SCOTTSDALE FUNDS - Vanguard Total Corporate Bond ETF ETF Shares
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
Cedar Mountain Advisors, LLC
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Hughes Financial Services, LLC
CFIAX - Columbia Funds Series Trust II - Columbia Flexible Capital Income Fund Class A
Birchbrook, Inc.
Pinnacle Bancorp, Inc.
JAGUX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Bond Market Trust NAV
Financial Advisors Network, Inc.
Vermillion & White Wealth Management Group, LLC
FACDX - FIDELITY ADVISOR SERIES VII - Fidelity Advisor Health Care Fund Class A
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
Addison Capital Co
POMIX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Total Equity Market Index Fund
Panagora Asset Management Inc
Trust Co Of Toledo Na /oh/
D.a. Davidson & Co.
BBUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Equity ETF
IMC-Chicago, LLC
NEIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Index Fund Class A
QLMVIX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Large Cap Value Portfolio Class I
Mayflower Financial Advisors, LLC
Albion Financial Group /ut
Carret Asset Management, Llc
Concord Wealth Partners
XYLE - Global X Funds - Global X S&P 500 ESG Covered Call ETF
Tri-continental Corp
Bridge Creek Capital Management LLC
Hoey Investments, Inc
Optas, LLC
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
Sumitomo Mitsui Trust Holdings, Inc.
Matrix Asset Advisors Inc/ny
Hemenway Trust Co LLC
VARIABLE INSURANCE PRODUCTS FUND III - Dynamic Capital Appreciation Portfolio Initial Class
Calamos Wealth Management LLC
JNL SERIES TRUST - JNL/Mellon Healthcare Sector Fund (I)
PY - Principal Exchange-Traded Funds - Principal Shareholder Yield Index ETF
BlackRock Funds II - BlackRock Dynamic High Income Portfolio Investor A
BFCAX - AMERICAN FUNDS CORPORATE BOND FUND - AMERICAN FUNDS CORPORATE BOND FUND Class A
Modera Wealth Management, LLC
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
New York State Teachers Retirement System
Blackrock Credit Allocation Income Trust
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
Holocene Advisors, LP
Orion Portfolio Solutions, LLC
Jnl Series Trust - Jnl/jpmorgan Global Allocation Fund (a)
Massmutual Trust Co Fsb/adv
Vinva Investment Management Ltd
HFM Investment Advisors, LLC
Red Mountain Financial, LLC
VVSIX - Venerable Variable Insurance Trust - Venerable US Large Cap Strategic Equity Fund Class I
Nuveen, LLC
FLDZ - Listed Funds Trust - RiverNorth Patriot ETF
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
AFVLX - World Funds Trust - Applied Finance Select Fund Investor Class
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Bond Index Fund Class Y
West Branch Capital LLC
ARS Wealth Advisors Group, LLC
Thrive Capital Management, LLC
Madison Covered Call & Equity Strategy Fund
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
SPXT - PROSHARES TRUST - S&P 500 ex-Technology ETF
Park Avenue Securities Llc
FGIPX - DELAWARE GROUP EQUITY FUNDS IV - Delaware Growth and Income Fund Institutional Class
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
Sompo Japan Nipponkoa Asset Management Co.,ltd.
Provenance Wealth Advisors, LLC
Wolff Wiese Magana Llc
HCMAX - ALPS Series Trust - Hillman Value Fund
VANGUARD VARIABLE INSURANCE FUNDS - Capital Growth Portfolio
Dodge & Cox
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
CIBC Asset Management Inc
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
Columbia Funds Variable Series Trust II - CTIVP - TCW Core Plus Bond Fund Class 1
TEDIX - Franklin Mutual Series Funds - Franklin Mutual Global Discovery Fund Class A
V-Square Quantitative Management LLC
Resona Asset Management Co.,Ltd.
FBLEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Stock Selector Large Cap Value Fund
Wealth Alliance
Morey & Quinn Wealth Partners, LLC
NJ State Employees Deferred Compensation Plan
Mork Capital Management, LLC
Waters Parkerson & Co., Llc
CDEI - Morgan Stanley ETF Trust - Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
Herold Advisors, Inc.
SBI Securities Co., Ltd.
VSTIX - VALIC Co I - Stock Index Fund
Susquehanna Portfolio Strategies, LLC
FT Vest Total Return Income Fund: Series A3
Culbertson A N & Co Inc
TRSGX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Growth Allocation Fund
Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B
Athena Investment Management
Avion Wealth
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Schonfeld Strategic Advisors LLC
RWSIX - Two Roads Shared Trust - Redwood Systematic Macro Trend ("SMarT") Fund Class I
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
WPG Advisers, LLC
NewSquare Capital LLC
Warren Averett Asset Management, LLC
Hollencrest Capital Management
Bnp Paribas Arbitrage, Sa
Nordea Investment Management Ab
Brighthouse Funds Trust II - MetLife Aggregate Bond Index Portfolio Class A
Cullen/frost Bankers, Inc.
Narwhal Capital Management
Parkwood LLC
Delta Financial Advisors Llc
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Income Advantage ETF
Strategic Wealth Designers
Tyche Wealth Partners LLC
Graney & King, LLC
PARK CIRCLE Co
VADCX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equally-weighted S&p 500 Fund Class C
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
Nbc Securities, Inc.
Boston Private Wealth Llc
Columbia Funds Variable Series Trust II - CTIVP - T. Rowe Price Large Cap Value Fund Class 1
Connecticut Wealth Management, LLC
Financial Engines Advisors L.L.C.
GFS Advisors, LLC
IFG Advisory, LLC
TMFC - RBB FUND, INC. - Motley Fool 100 Index ETF
GK Wealth Management LLC
Keener Financial Planning LLC
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
VYCBX - Voya EQUITY TRUST - Voya Corporate Leaders(R) 100 Fund Class C
Robertson Stephens Wealth Management, LLC
Colonial Trust Advisors
West Financial Advisors, LLC
AVUQ - AMERICAN CENTURY ETF TRUST - Avantis U.S. Quality ETF
Advanced Series Trust - Ast Capital Growth Asset Allocation Portfolio
MSTQX - Morningstar Funds Trust - Morningstar U.S. Equity Fund
CHICAGO TRUST Co NA
Essex LLC
GIBAX - GUGGENHEIM FUNDS TRUST - Guggenheim Total Return Bond Fund A-Class
Fisher Asset Management, LLC
Independent Advisor Alliance
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
GCVIX - GOLDMAN SACHS TRUST - Goldman Sachs Large Cap Value Insights Fund Institutional
MML SERIES INVESTMENT FUND - MML Total Return Bond Fund Class II
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
Northern Lights Variable Trust - Power Dividend Index VIT Fund Class 2 shares
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
MASTERINVEST Kapitalanlage GmbH
Octavia Wealth Advisors, LLC
LSVEX - ADVISORS' INNER CIRCLE FUND - LSV VALUE EQUITY FUND Institutional Class Shares
Profunds - Profund Vp Health Care
DRFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Research Fund Class A
Eastern Bank
John Hancock Funds II - U.S. Sector Rotation Fund Class NAV
Manufacturers Life Insurance Company, The
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
QAAGRX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Moderate Allocation Portfolio
Kestra Private Wealth Services, Llc
LQD - iSHARES TRUST - iShares iBoxx $ Investment Grade Corporate Bond ETF
FUNL - Advisor Managed Portfolios - CornerCap Fundametrics Large-Cap ETF
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
Vision Capital Management, Inc.
Colonial Trust Co / SC
Edmond De Rothschild Holding S.a.
Pitcairn Co
SRS Investment Management, LLC
GENIX - FundVantage Trust - Gotham Enhanced Return Fund Institutional Class
Townsquare Capital Llc
AMG National Trust Bank
Old Second National Bank Of Aurora
Valeo Financial Advisors, LLC
Avidian Wealth Solutions, LLC
Anfield Capital Management, LLC
Flagship Harbor Advisors, Llc
Jupiter Wealth Management LLC
STNC - HENNESSY FUNDS TRUST - Hennessy Stance ESG Large Cap ETF
Forethought Variable Insurance Trust - Global Atlantic Wellington Research Managed Risk Portfolio
RMYAX - RUSSELL INVESTMENT CO - Multi-Strategy Income Fund Class A
Nbt Bank N A /ny
VHCIX - VANGUARD WORLD FUND - Vanguard Health Care Index Fund Admiral Shares
Utah Retirement Systems
Beck Mack & Oliver Llc
Harvest Fund Management Co., Ltd
Prudential Plc
First City Capital Management, Inc.
Mesirow Financial Investment Management, Inc.
BNY MELLON STOCK INDEX FUND, INC. - BNY Mellon Stock Index Fund, Inc. - Initial Shares
Wesbanco Bank Inc
Cohen Capital Management, Inc.
Transatlantique Private Wealth Llc
Schroder Investment Management Group
Davidson Trust Co
Empower Advisory Group, LLC
Coastal Investment Advisors, Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
Rossmore Private Capital
Pflug Koory, LLC
FRTY - Alger ETF Trust - Alger Mid Cap 40 ETF
Auto-Owners Insurance Co
Rsm Us Wealth Management Llc
USISX - USAA MUTUAL FUNDS TRUST - Income Stock Fund Shares
Convergence Investment Partners, LLC
AGTHX - GROWTH FUND OF AMERICA - GROWTH FUND OF AMERICA Class A
TD Waterhouse Canada Inc.
Robbins Farley Llc
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
QDVPAX - DAVIS VARIABLE ACCOUNT FUND INC - Davis Value Portfolio
TCG Advisory Services, LLC
Iron Triangle Partners LP
Financial Freedom, LLC
Weatherly Asset Management L. P.
ANCFX - AMERICAN FUNDS FUNDAMENTAL INVESTORS - AMERICAN FUNDS FUNDAMENTAL INVESTORS Class A
Centaurus Financial, Inc.
PSIAX - PRUDENTIAL INVESTMENT PORTFOLIOS 8 - PGIM QMA STOCK INDEX FUND Class A
Wellington Capital Management, Inc.
GSUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta U.S. Equity ETF
Commonwealth Equity Services, Llc
Northern Lights Fund Trust - BTS Enhanced Equity Income Fund - Class I
National Pension Service
Natixis Advisors, L.p.
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
Banque Cantonale Vaudoise
SEASONS SERIES TRUST - SA Columbia Focused Value Portfolio Class 2
ITEAX - Voya INVESTORS TRUST - VY(R) T. Rowe Price Equity Income Portfolio Class ADV
Kessler Investment Group, LLC
Rothschild Investment Llc
Perpetual Ltd
Sachem Head Capital Management LP
Two Roads Shared Trust - LeaderShares(R) Dynamic Yield ETF
Brookstone Capital Management
Caas Capital Management Lp
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
Vermillion Wealth Management, Inc.
Sig Brokerage, Lp
Trust Co Of Vermont
Principle Wealth Partners Llc
NORTHWESTERN MUTUAL SERIES FUND INC - Equity Income Portfolio
Crews Bank & Trust
Abn Amro Investment Solutions
CGCV - Capital Group Conservative Equity ETF - Capital Group Conservative Equity ETF Share Class
Solel Partners LP
Kiker Wealth Management, LLC
FEQTX - FIDELITY FINANCIAL TRUST - Fidelity Equity Dividend Income Fund
PWV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dynamic Large Cap Value ETF
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
LS Investment Advisors, LLC
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Cullen Investment Group, Ltd.
Interval Partners, LP
Hudson Bay Capital Management LP
MIEAX - MASSMUTUAL SELECT FUNDS - MM S&P 500 Index Fund Class R4
Holistic Financial Partners
Portside Wealth Group, LLC
Bailard, Inc.
Twin Peaks Wealth Advisors, LLC
EARAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein All Asset Strategy Fund Class A
Guardian Variable Products Trust - Guardian Diversified Research VIP Fund
PZFVX - JOHN HANCOCK CAPITAL SERIES - Classic Value Fund Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Value Fund Standard Class II
Camden Capital, LLC
JVCNX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Core Bond Trust NAV
Calvert Variable Products, Inc. - Calvert VP S&P 500 Index Portfolio
Baader Bank INC
FT Vest Hedged Equity Income Fund: Series A2
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Nemes Rush Group LLC
VWELX - VANGUARD WELLINGTON FUND - VANGUARD WELLINGTON FUND Investor Shares
StoneX Group Inc.
Penbrook Management LLC
Tradewinds Capital Management, LLC
Squarepoint Ops LLC
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Heritage Investors Management Corp
Summit X, LLC
Coastal Bridge Advisors, LLC
IYK - iSHARES TRUST - iShares U.S. Consumer Goods ETF
Grant/GrossMendelsohn, LLC
FVDFX - FIDELITY PURITAN TRUST - Fidelity Value Discovery Fund
J.Safra Asset Management Corp
OHIO NATIONAL FUND INC - ON S&P 500® Index Portfolio
SUNAMERICA SERIES TRUST - SA BlackRock VCP Global Multi Asset Portfolio Class 3
ACEIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Equity And Income Fund Class A
Prasad Wealth Partners, LLC
Carson Advisory Inc.
ELQD - iSHARES TRUST - iShares ESG Advanced Investment Grade Corporate Bond ETF
Tocqueville Asset Management L.p.
MIMPX - MORGAN STANLEY VARIABLE INSURANCE FUND INC. - Global Strategist Portfolio Class I
Beacon Investment Advisors Llc
TRPBX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Moderate Allocation Fund
Tcw Group Inc
DGFAX - DAVIS NEW YORK VENTURE FUND INC - Davis Global Fund Class A
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
NORTHWESTERN MUTUAL SERIES FUND INC - Index 500 Stock Portfolio
SPEDX - ALGER FUNDS II - Alger Dynamic Opportunities Fund Class A
TOV - EA Series Trust - JLens 500 Jewish Advocacy U.S. ETF
SVYAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Managed Volatility Fund - Class A
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
Wellington Management Group Llp
SJVCX - STEWARD FUNDS, INC. - Steward Large Cap Value Fund Class C
Patriot Financial Group Insurance Agency, LLC
Continuum Advisory, LLC
Berkshire Asset Management Llc/pa
RYDEX VARIABLE TRUST - Health Care Fund Variable Annuity
United Community Bank
Swiss National Bank
USNZ - DBX ETF TRUST - Xtrackers Net Zero Pathway Paris Aligned US Equity ETF
EQ ADVISORS TRUST - EQ/JPMorgan Value Opportunities Portfolio Class IB
FSBDX - FIDELITY SECURITIES FUND - Fidelity Series Blue Chip Growth Fund
Key Client Fiduciary Advisors, LLC
Securian Asset Management, Inc
Allianzgi Diversified Income & Convertible Fund
MTM Investment Management, LLC
Strategic Wealth Partners, Ltd.
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Dividend Opportunity Fund Class 3
Gabelli Capital Series Funds Inc - Gabelli Capital Asset Fund Class Aaa
Colony Group, LLC
Zions Bancorporation, National Association /ut/
GMOV - 2023 ETF Series Trust II - GMO U.S. Value ETF
Transcend Wealth Collective, Llc
VLLU - Harbor ETF Trust - Harbor AlphaEdge Large Cap Value ETF
Hm Payson & Co
Poplar Forest Capital LLC
Susquehanna Fundamental Investments, Llc
Cornerstone Wealth Group, LLC
SINAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Large Cap Value Fund Class A
BCGM Wealth Management, LLC
Core Alternative Capital
Moors & Cabot, Inc.
United Asset Strategies, Inc.
DVY - iSHARES TRUST - iShares Select Dividend ETF
WestEnd Advisors, LLC
HBK Sorce Advisory LLC
New Age Alpha Funds Trust - NAA World Equity Income Fund Class P
BlackRock Health Sciences Trust II
Caption Management, LLC
MAIPX - FORUM FUNDS - MAI Managed Volatility Fund Institutional
MXEQX - GREAT-WEST FUNDS INC - Great-West Large Cap Value Fund Investor Class
RMB Capital Management, LLC
Delta Capital Management Llc
EAGG - iSHARES TRUST - iShares ESG U.S. Aggregate Bond ETF
DEUTSCHE DWS VARIABLE SERIES II - DWS Global Income Builder VIP Class A
Chilton Capital Management Llc
Creative Planning
XML Financial, LLC
ExodusPoint Capital Management, LP
First National Bank & Trust Co Of Newtown
Oregon Public Employees Retirement Fund
Pallas Capital Advisors LLC
TruNorth Capital Management, LLC
Oak Thistle LLC
Pathstone Holdings, LLC
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
Mpwm Advisory Solutions, Llc
Investors Research Corp
Healthcare Of Ontario Pension Plan Trust Fund
NBCR - Neuberger Berman ETF Trust - Neuberger Berman Core Equity ETF
Brown Miller Wealth Management, LLC
Lipe & Dalton
Brown, Lisle/cummings, Inc.
Peapack Gladstone Financial Corp
Millennium Management Llc
EQ ADVISORS TRUST - EQ/Fidelity Institutional AM Large Cap Portfolio Class IB
Td Asset Management Inc
Mma Asset Management Llc
SEASONS SERIES TRUST - SA Multi-Managed Income/Equity Portfolio Class 1
Pnc Financial Services Group, Inc.
ETLGX - E Trade Trust - E*TRADE No Fee Large Cap Index Fund
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
National Asset Management, Inc.
NCRIX - NEUBERGER BERMAN INCOME FUNDS - Neuberger Berman Core Bond Fund Investor Class
Cacti Asset Management Llc
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Select Large Cap Value Fund Class 3
Ariston Services Group
Cary Street Partner Investment Advisory Llc
Advanced Series Trust - Ast Advanced Strategies Portfolio
Boltwood Capital Management
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
Mizuho Markets Cayman LP
Barnes Dennig Private Wealth Management LLC
Whipplewood Advisors, LLC
DFVX - Dimensional ETF Trust - Dimensional US Large Cap Vector ETF
BridgePort Financial Solutions, LLC
AQGNX - AQR Funds - AQR Global Equity Fund Class N
Opal Wealth Advisors, LLC
CSM - PROSHARES TRUST - ProShares Large Cap Core Plus
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - INVESCO V.I. Diversified Dividend Fund SERIES I
Creegan & Nassoura Financial Group, LLC
HBW Advisory Services LLC
Alpine Global Dynamic Dividend Fund
Fort Sheridan Advisors Llc
Geode Capital Management, Llc
FNILX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Large Cap Index Fund
North Capital, Inc.
FBALX - FIDELITY PURITAN TRUST - Fidelity Balanced Fund
FELV - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Value ETF
Centricity Wealth Management, LLC
Garrison Point Advisors, Llc
Ballast Advisors Llc
Concord Asset Management, LLC/VA
Credential Qtrade Securities Inc.
UDIV - Franklin Templeton ETF Trust - Franklin LibertyQ Global Dividend ETF
CMPIX - PRINCIPAL FUNDS INC - Income Fund Class A
BlackRock ETF Trust - BlackRock U.S. Industry Rotation ETF
Aptus Capital Advisors, LLC
VANGUARD VARIABLE INSURANCE FUNDS - Balanced Portfolio
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Dynamic U.S. Growth Fund Class II
Neumann Capital Management, LLC
PWDAX - Northern Lights Fund Trust - Power Dividend Index Fund Class A
GPS Wealth Strategies Group, LLC
NSFDX - Natixis Funds Trust IV - Natixis Sustainable Future 2020 Fund Class N
Dakota Wealth Management
Simplex Trading, Llc
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
Regions Financial Corp
Friedenthal Financial
Wealthfront Advisers Llc
BLACKROCK FUNDS VII, INC. - BlackRock Sustainable U.S. Value Equity Fund - Class K Shares
Commerce Bank
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
Peoples Bank/KS
Roxbury Financial LLC
Voya Global Advantage & Premium Opportunity Fund
FDVLX - FIDELITY CAPITAL TRUST - Fidelity Value Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Invesco Select Equity Income Managed Volatility Fund Service Class
GPIGX - GPS Funds II - GuidePath(R) Growth and Income Fund
PRUDENTIAL SERIES FUND - VALUE PORTFOLIO Class I
HYLG - Global X Funds - Global X Health Care Covered Call & Growth ETF
Smith Chas P & Associates Pa Cpas
Minot DeBlois Advisors LLC
Albert D Mason Inc
HWGIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Global Value Fund Class I
Sei Investments Co
Capital Group Private Client Services, Inc.
DHRAX - DIAMOND HILL FUNDS - Diamond Hill Core Bond Fund Class A
Investment House Llc
Greenfield Savings Bank
Pacer Advisors, Inc.
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
Essex Savings Bank
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
RTH - VanEck Vectors ETF Trust - VanEck Vectors Retail ETF
NOBOX - Northern Funds - Northern Bond Index Fund
Horizon Financial Services, Llc
Horrell Capital Management, Inc.
Bokf, Na
INUTX - Columbia Funds Series Trust II - Columbia Dividend Opportunity Fund Class A
DLCFX - Brinker Capital Destinations Trust - Destinations Large Cap Equity Fund Class I
Boyd Watterson Asset Management Llc/oh
FNKLX - FIDELITY DEVONSHIRE TRUST - Fidelity Series Value Discovery Fund
Northstar Group, Inc.
FIBUX - FIDELITY SALEM STREET TRUST - Fidelity Flex U.S. Bond Index Fund
Canal Insurance CO
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Equity 500 Index VIP Class A
Federated Hermes, Inc.
VBLLX - VANGUARD BOND INDEX FUNDS - Vanguard Long-Term Bond Index Fund Institutional Shares
Asset Management One Co., Ltd.
Cetera Investment Advisers
Keel Point, LLC
EQ ADVISORS TRUST - EQ/500 Managed Volatility Portfolio Class IB
Boston Trust Walden Corp
B. Metzler seel. Sohn & Co. AG
Simplicity Wealth,LLC
Arkadios Wealth Advisors
ITAN - Alpha Architect ETF Trust - Sparkline Intangible Value ETF
Palouse Capital Management, Inc.
MKT Advisors LLC
Wealth Preservation Advisors, LLC
RPFCX - DAVIS SERIES INC - Davis Appreciation & Income Fund Class A
Wealthspire Advisors, LLC
Orion Capital Management LLC
FNY Investment Advisers, LLC
SUNAMERICA SERIES TRUST - SA T. Rowe Price VCP Balanced Portfolio Class 3
SWP1Z - SCHWAB ANNUITY PORTFOLIOS - Schwab S&P 500 Index Portfolio
Assenagon Asset Management S.A.
JDOC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Healthcare Leaders ETF
Rise Advisors, LLC
Royal London Asset Management Ltd
DODGX - DODGE & COX FUNDS - Dodge & Cox Stock Fund
Beverly Hills Private Wealth, LLC
Kilter Group LLC
Peddock Capital Advisors, Llc
Groupama Asset Managment
Hsbc Holdings Plc
Burney Co/
FT Vest Total Return Income Fund: Series A2
Vaughan Nelson Investment Management, L.p.
McIlrath & Eck, LLC
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
USAWX - USAA MUTUAL FUNDS TRUST - World Growth Fund Shares
HWCIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Diversified Value Fund Class I
Principia Wealth Advisory, LLC
Federation des caisses Desjardins du Quebec
Greatmark Investment Partners, Inc.
GSLC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF
LSEIX - NORTHERN LIGHTS FUND TRUST III - Persimmon Long/Short Fund Class I Shares
DCM Advisors, LLC
MMLRX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Large Cap Blend Fund Class I
CoreFirst Bank & Trust
RPLCX - T. Rowe Price Institutional Income Funds, Inc. - T. Rowe Price Institutional Long Duration Credit Fund
NewEdge Wealth, LLC
PEVC - Pacer Funds Trust - Pacer PE/VC ETF
Brighton Jones Llc
Vision Financial Markets Llc
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
Brandywine Global Investment Management, LLC
Canada Pension Plan Investment Board
CVAR - ETF Opportunities Trust - Cultivar ETF
FEUS - FlexShares Trust - FlexShares ESG & Climate US Large Cap Core Index Fund
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
Auxier Asset Management
Koss-Olinger Consulting, LLC
Prestige Wealth Management Group LLC
Cobalt Capital Management, Inc.
Public Employees Retirement Association Of Colorado
SEEKX - STEWARD FUNDS, INC. - Steward Large Cap Enhanced Index Fund Class A
Brighthouse Funds Trust II - Brighthouse/Wellington Balanced Portfolio Class A
Pacifica Partners Inc.
Silverlake Wealth Management Llc
FT Vest Total Return Income Fund: Series A4
ACGIX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco Growth And Income Fund Class A
New Covenant Trust Company, N.A.
Jane Street Group, Llc
Prospera Financial Services Inc
Pillar Financial Advisors, LLC
Gabelli Funds Llc
EQ ADVISORS TRUST - ATM Large Cap Managed Volatility Portfolio Class K
First United Bank Trust/
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
SWAN Capital LLC
Beacon Pointe Advisors, LLC
Te Ahumairangi Investment Management Ltd
Capital Investment Advisors, LLC
True Wealth Design, LLC
TFPN - Tidal Trust II - Blueprint Chesapeake Multi-Asset Trend ETF
DekaBank Deutsche Girozentrale
Advisor OS, LLC
RYHIX - RYDEX SERIES FUNDS - Health Care Fund Investor Class
SNS Financial Group, LLC
DODWX - DODGE & COX FUNDS - Dodge & Cox Global Stock Fund
IIFAX - Voya INVESTORS TRUST - Voya Balanced Income Portfolio Class ADV
Kentucky Retirement Systems Insurance Trust Fund
Klingenstein Fields & Co Lp
Pinnacle Wealth Management Advisory Group, LLC
Cutler Investment Counsel Llc
New England Asset Management Inc
Ballentine Partners, LLC
AE Wealth Management LLC
Great Lakes Advisors, Llc
Bay Harbor Wealth Management, LLC
Northern Trust Corp
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Growth And Income Fund Series I
Wealth Watch Advisors, INC
Oliver Lagore Vanvalin Investment Group
Mbb Public Markets I Llc
Forsta Ap-fonden
VCEB - VANGUARD WORLD FUND - Vanguard ESG U.S. Corporate Bond ETF ETF Shares
Sagespring Wealth Partners, Llc
NORTHWESTERN MUTUAL SERIES FUND INC - Select Bond Portfolio
LQIG - SPDR SERIES TRUST - SPDR MarketAxess Investment Grade 400 Corporate Bond ETF
Wiley Bros.-aintree Capital, Llc
APCB - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive Core Bond ETF
Parkman Healthcare Partners LLC
Assetmark, Inc
Sunpointe, LLC
Profunds - Profund Vp Bull
QDPL - Pacer Funds Trust - Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
FDVKX - FIDELITY PURITAN TRUST - Fidelity Value Discovery K6 Fund
FRANKLIN TEMPLETON VARIABLE INSURANCE PRODUCTS TRUST - Franklin Allocation VIP Fund CLASS 1
CMEUX - Six Circles Trust - Six Circles Managed Equity Portfolio U.S. Unconstrained Fund
Optimum Investment Advisors
Ball & Co Wealth Management Inc.
Centennial Wealth Advisory LLC
VTBIX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market II Index Fund Investor Shares
JVASX - JPMorgan Trust I - JPMorgan Value Advantage Fund Class I
WFIOX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Fund Administrator Class
Rahlfs Capital, Llc
SPXE - PROSHARES TRUST - S&P 500 ex-Energy ETF
XCLR - Global X Funds - Global X S&P 500 Collar 95-110 ETF
EQ ADVISORS TRUST - EQ/ClearBridge Select Equity Managed Volatility Portfolio Class IB
TVAL - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Value ETF
Rnc Capital Management Llc
GGMBX - GOLDMAN SACHS TRUST - Goldman Sachs Global Managed Beta Fund Institutional Shares
RMG Wealth Management LLC
SWAGX - SCHWAB INVESTMENTS - Schwab U.S. Aggregate Bond Index Fund
Mutual Of America Capital Management Llc
Public Sector Pension Investment Board
Vega Investment Solutions
Cozad Asset Management Inc
Nomura Asset Management Co Ltd
Gateway Investment Advisers Llc
Alliancebernstein L.p.
State of New Jersey Common Pension Fund D
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
Procyon Private Wealth Partners, LLC
Legacy Capital Wealth Partners, LLC
Cerity Partners LLC
Kennedy Capital Management, Inc.
Cornerstone Strategic Value Fund Inc
Great Point Wealth Advisors, LLC
SSAFX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Aggregate Bond Index Portfolio
Element Wealth, LLC
Diversify Wealth Management, Llc
FSA Wealth Management LLC
Alexander Randolph Advisory Inc
SUNAMERICA SERIES TRUST - SA Legg Mason Tactical Opportunities Portfolio Class 1
XHS - SPDR SERIES TRUST - SPDR(R) S&P(R) Health Care Services ETF
Coppell Advisory Solutions LLC
Smithfield Trust Co
NEFSX - Natixis Funds Trust I - Natixis U.S. Equity Opportunities Fund Class A
Legend Financial Advisors, Inc.
CBOE Vest Financial, LLC
Quantinno Capital Management LP
Baker Tilly Financial, Llc
PRSNX - T. Rowe Price Global Multi-Sector Bond Fund, Inc. - T. Rowe Price Global Multi-Sector Bond Fund, Inc.
Tritonpoint Wealth, Llc
Value Partners Investments Inc.
CFIMX - Clipper Funds Trust - Clipper Funds Trust
Deutsche Dws Equity 500 Index Portfolio - Deutsche Dws Equity 500 Index Portfolio
Czech National Bank
WELLS FARGO MASTER TRUST - Wells Fargo Large Company Value Portfolio Large Company Value Portfolio
Pathway Financial Advisers, LLC
Pineridge Advisors LLC
Total Investment Management Inc
Wedmont Private Capital
NEOS ETF Trust - NEOS S&P 500(R) Hedged Equity Income ETF
Atlantic Private Wealth, LLC
Lighthouse Financial LLC
Strategic Investment Advisors / MI
Great Valley Advisor Group, Inc.
JBND - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Active Bond ETF
Eaton Vance Tax-managed Buy-write Opportunities Fund
State Of Wisconsin Investment Board
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
MML SERIES INVESTMENT FUND - MML Income & Growth Fund Initial Class
USPX - Franklin Templeton ETF Trust - Franklin LibertyQ Global Equity ETF
IRVIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Large Cap Value Index Portfolio Class I
First Trust Advisors Lp
NACP - Impact Shares Trust I - Impact Shares NAACP Minority Empowerment ETF
JUST - Goldman Sachs ETF Trust - Goldman Sachs JUST U.S. Large Cap Equity ETF
HCRB - Hartford Funds Exchange-Traded Trust - Hartford Core Bond ETF
PRUDENTIAL SERIES FUND - EQUITY PORTFOLIO Class I
DRW Securities, LLC
Parkworth Wealth Management, Inc.
CURE - Direxion Shares ETF Trust - Direxion Daily Healthcare Bull 3X Shares
VVBVX - Venerable Variable Insurance Trust - Venerable Strategic Bond Fund Class V
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
GRMAX - NATIONWIDE MUTUAL FUNDS - Nationwide S&P 500 Index Fund Class A
SWSAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT World Select Equity Fund Class A
MML Series Investment Fund II - MML Managed Bond Fund Initial Class
Connor, Clark & Lunn Investment Management Ltd.
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
DFUV - Dimensional ETF Trust - Dimensional US Marketwide Value ETF
KORP - AMERICAN CENTURY ETF TRUST - American Century Diversified Corporate Bond ETF
XYLG - Global X Funds - Global X S&P 500 Covered Call & Growth ETF
PDS Planning, Inc
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Bridgefront Capital, LLC
EQ ADVISORS TRUST - EQ/Invesco Moderate Growth Allocation Portfolio Class IB
Hudson Portfolio Management LLC
TCPB - Thrivent ETF Trust - Thrivent Core Plus Bond ETF
LGH - NORTHERN LIGHTS FUND TRUST III - HCM Defender 500 Index ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL S&P 500 Index Fund Class 1
RSPH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight Health Care ETF
SILVER OAK SECURITIES, Inc
SWHFX - SCHWAB CAPITAL TRUST - Schwab Health Care Fund
SLDAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Long Duration Credit Fund - Class A
CIBC World Markets Inc.
SPBO - SPDR SERIES TRUST - SPDR Portfolio Corporate Bond ETF
UNIY - WisdomTree Trust - WisdomTree Voya Yield Enhanced USD Universal Bond Fund N/A
LQPE - Tidal Trust III - PEO AlphaQuest(TM) Thematic PE ETF
Integrated Wealth Concepts LLC
J.w. Cole Advisors, Inc.
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
Ransom Advisory, Ltd
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT S&P 500 Index Fund Class IV
Volterra Technologies LP
Catalytic Wealth RIA, LLC
SSPY - Exchange Listed Funds Trust - Stratified LargeCap Index ETF
Glenview Capital Management, Llc
CAPROCK Group, Inc.
Trust Asset Management LLC
Lowe Wealth Advisors, LLC
Charles Schwab Investment Management Inc
Mercer Global Advisors Inc /adv
Sargent Investment Group, LLC
M.e. Allison & Co., Inc.
Voya Investment Management Llc
Mariner, LLC
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
SCXIX - Sei Institutional Managed Trust - Simt Core Fixed Income Fund Class I
URTH - iShares, Inc. - iShares MSCI World ETF
Insight Inv LLC
Defined Wealth Management, Llc
GINDX - FundVantage Trust - Gotham Index Plus Fund Institutional Class
APUE - TRUST FOR PROFESSIONAL MANAGERS - ActivePassive U.S. Equity ETF
AlTi Global, Inc.
Bank Hapoalim Bm
VARIABLE INSURANCE PRODUCTS FUND - Value Portfolio Initial Class
Frazier Financial Advisors, LLC
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
Sound View Wealth Advisors Group, LLC
SUNAMERICA SERIES TRUST - SA Goldman Sachs Multi-Asset Insights Portfolio Class 1
Thurston, Springer, Miller, Herd & Titak, Inc.
Integrated Quantitative Investments LLC
JMTSX - JPMorgan Trust I - JPMorgan Total Return Fund Class I
CBLAX - COLUMBIA FUNDS SERIES TRUST I - Columbia Balanced Fund Class A
LDRAX - Sei Institutional Investments Trust - Siit Long Duration Fund - Class A
Supplemental Annuity Collective Trust of NJ
Lawson Kroeker Investment Management Inc/ne
First Financial Corp /in/
Beta Wealth Group, Inc.
QWVPX - CLEARWATER INVESTMENT TRUST - Clearwater Core Equity Fund
Rafferty Asset Management, LLC
Capital Advisors, Ltd. LLC
FVALX - FORESTER FUNDS INC - Forester Value Fund Class N
Harris Oakmark ETF Trust - Oakmark U.S. Large Cap ETF
Cedar Wealth Management, LLC
BCOIX - BAIRD FUNDS INC - Baird Core Plus Bond Fund Institutional
S&t Bank/pa
SOPAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Dividend Strategy Fund Class A
HAP Trading, LLC
CORP - PIMCO ETF Trust - PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
Wealth Advisory Solutions, LLC
Silvercrest Asset Management Group Llc
Founders Financial Alliance, LLC
Elevation Series Trust - RiverNorth Patriot ETF
Landaas & Co /wi /adv
Logan Capital Management Inc
North Ridge Wealth Advisors, Inc.
Altshuler Shaham Ltd
National Wealth Management Group, LLC
Union Bancaire Privee, UBP SA
Callodine Capital Management, LP
Quest Partners LLC
Steward Partners Investment Advisory, Llc
Standard Life Aberdeen plc
GCOR - Goldman Sachs ETF Trust - Goldman Sachs Access U.S. Aggregate Bond ETF
Kestra Advisory Services, LLC
SLVAX - Columbia Funds Series Trust II - Columbia Select Large Cap Value Fund Columbia Select Large Cap Value Fun Class A
Brighthouse Funds Trust I - T. Rowe Price Large Cap Value Portfolio Class A
FHMFX - FIDELITY SALEM STREET TRUST - Fidelity Series Corporate Bond Fund
CCMG - EA Series Trust - CCM Global Equity ETF
VCGAX - VALIC Co I - Growth & Income Fund
Ci Investments Inc.
BCS Wealth Management
Crowley Wealth Management, Inc.
BBAG - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Aggregate Bond ETF
SG Americas Securities, LLC
Stance Capital Llc
Addison Advisors LLC
CWGIX - CAPITAL WORLD GROWTH & INCOME FUND - CAPITAL WORLD GROWTH & INCOME FUND Class A
Kingsview Wealth Management, LLC
Childress Capital Advisors, Llc
Clear Street Markets Llc
Invesco Ltd.
Harbour Investments, Inc.
HighTower Advisors, LLC
ProShare Advisors LLC
Shelton Capital Management
TEQI - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price Equity Income ETF
FDMLX - FIDELITY PURITAN TRUST - Fidelity Series Intrinsic Opportunities Fund
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
LGDX - Tidal Trust III - Intech S&P Large Cap Diversified Alpha ETF
Benin Management CORP
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
EQ ADVISORS TRUST - EQ/AB Dynamic Aggressive Growth Portfolio Class IB
Dorsey & Whitney Trust CO LLC
LifePlan Financial, LLC
San Luis Wealth Advisors LLC
1620 Investment Advisors, Inc.
WELLS FARGO MASTER TRUST - Wells Fargo Disciplined Large Cap Portfolio Disciplined Large Cap Portfolio
Family Legacy, Inc.
Achmea Investment Management B.V.
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp
Banco Santander, S.A.
Crossmark Global Holdings, Inc.
Patton Albertson Miller Group, Llc
Varma Mutual Pension Insurance Co
RVRB - ADVISORS SERIES TRUST - Reverb ETF
SDGIX - BNY Mellon Investment Funds I - BNY Mellon Global Fixed Income Fund Class I
CIBC Private Wealth Group, LLC
Richard Bernstein Advisors LLC
DACGX - Dunham Funds - Dunham Corporate/Government Bond Fund Class A
SPLB - SPDR SERIES TRUST - SPDR(R) Portfolio Long Term Corporate Bond ETF
BancorpSouth Bank
Sandy Spring Bank
Cercano Management LLC
FBGRX - FIDELITY SECURITIES FUND - Fidelity Blue Chip Growth Fund
TrueMark Investments, LLC
State of Wyoming
Wolverine Trading, Llc
Forum Private Client Group LLC
NSFGX - Natixis Funds Trust IV - Natixis Sustainable Future 2035 Fund Class N
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
UCON - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Unconstrained Plus Bond ETF
CLARET ASSET MANAGEMENT Corp
Costello Asset Management, INC
XVV - iSHARES TRUST - iShares ESG Screened S&P 500 ETF
POSKX - PRIMECAP Odyssey Funds - PRIMECAP Odyssey Stock Fund
VARIABLE INSURANCE PRODUCTS FUND - Stock Selector All Cap Portfolio Investor Class
GDE - WisdomTree Trust - WisdomTree Efficient Gold Plus Equity Strategy Fund N/A
DUBS - ETF Series Solutions - Aptus Large Cap Enhanced Yield ETF
DDD Partners, LLC
LQAI - Exchange Listed Funds Trust - LG QRAFT AI-Powered U.S. Large Cap Core ETF
Dynamic Wealth Strategies, LLC
Institutional Investment Strategy Fund
Aspire Growth Partners LLC
Cheviot Value Management, LLC
OWLSX - OLD WESTBURY FUNDS INC - Old Westbury Large Cap Strategies Fund
Stevens Capital Management Lp
44 Wealth Management Llc
Vontobel Holding Ltd.
RSVAX - VICTORY PORTFOLIOS - Victory RS Value Fund Class A
Tekla Healthcare Opportunities Fund
IIBOX - Voya FUNDS TRUST - Voya Intermediate Bond Fund Class R
PPADX - GMO TRUST - GMO U.S. Opportunistic Value Fund Class III
UTMAX - USAA MUTUAL FUNDS TRUST - Target Managed Allocation Fund
Wescott Financial Advisory Group, LLC
FHLC - FIDELITY COVINGTON TRUST - Fidelity MSCI Health Care Index ETF
EQ ADVISORS TRUST - EQ/Invesco Comstock Portfolio Class IB
Essex Financial Services, Inc.
Confluence Wealth Services, Inc.
Bnp Paribas
SVSPX - SSGA FUNDS - State Street S&P 500 Index Fund Class N
VYM - VANGUARD WHITEHALL FUNDS - Vanguard High Dividend Yield Index Fund ETF Shares
Frank, Rimerman Advisors LLC
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
EQ ADVISORS TRUST - EQ/AB Dynamic Growth Portfolio Class IB
BLUIX - Ultimus Managers Trust - BLUEPRINT GROWTH FUND Institutional Class
Lombard Odier Asset Management (Switzerland) SA
AUXAX - FORUM FUNDS - Auxier Focus Fund A Shares
Change Path, LLC
Neo Ivy Capital Management
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
North Star Investment Management Corp.
Brighthouse Funds Trust I - Invesco Comstock Portfolio Class A
MTRAX - MAINSTAY FUNDS - MainStay Income Builder Fund Class A
Quinn Opportunity Partners LLC
Resonant Capital Advisors, LLC
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
AWSHX - WASHINGTON MUTUAL INVESTORS FUND - WASHINGTON MUTUAL INVESTORS FUND Class A
Private Wealth Management Group, LLC
KTRAX - DEUTSCHE DWS MARKET TRUST - DWS Global Income Builder Fund Class A
BankPlus Trust Department
RAYD - Advisors' Inner Circle Fund III - Rayliant Quantitative Developed Market Equity ETF
Orca Investment Management, LLC
Creative Financial Designs Inc /adv
Morningstar Investment Services LLC
First Manhattan Co
IWL - iSHARES TRUST - iShares Russell Top 200 ETF
SNPV - DBX ETF TRUST - Xtrackers S&P 500 Value ESG ETF
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Large Cap 100 Fund Standard Class
BLACKROCK EQUITY DIVIDEND FUND - BLACKROCK EQUITY DIVIDEND FUND Investor A
QRFT - Exchange Listed Funds Trust - QRAFT AI-Enhanced U.S. Large Cap ETF
RYNVX - RYDEX SERIES FUNDS - Nova Fund Investor Class
Universal- Beteiligungs- und Servicegesellschaft mbH
Smartleaf Asset Management LLC
JNBA Financial Advisors
QAAHCX - T. Rowe Price Equity Series, Inc. - T. Rowe Price Equity Income Portfolio
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Y.D. More Investments Ltd
ARDGX - ARCHER INVESTMENT SERIES TRUST - Archer Dividend Growth Fund
Paralel Advisors LLC
Saudi Central Bank
Stonebridge Capital Advisors LLC
Jarislowsky, Fraser Ltd
Independence Bank of Kentucky
BKAG - BNY Mellon ETF Trust - BNY Mellon Core Bond ETF
Eisler Capital Management Ltd.
PEPS - Morgan Stanley ETF Trust - Parametric Equity Plus ETF
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
Petra Financial Advisors Inc
JAGLX - JANUS INVESTMENT FUND - Janus Henderson Global Life Sciences Fund Class T
South Plains Financial, Inc.
Nuveen Multi-Asset Income Fund
PBP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 BuyWrite ETF
GIMFX - GMO TRUST - GMO Implementation Fund
Main Street Group, LTD
Versant Capital Management, Inc
CENTAUR MUTUAL FUNDS TRUST - Copley Fund
RPEAX - DAVIS SERIES INC - Davis Opportunity Fund Class A
Keybank National Association/oh
Two Sigma Investments, Lp
CGBL - Capital Group Core Balanced ETF - Capital Group Core Balanced ETF Share Class
Evergreen Capital Management Llc
DIVB - iSHARES TRUST - iShares U.S. Dividend and Buyback ETF
Transamerica Financial Advisors, Inc.
Elequin Capital Lp
Brevan Howard Capital Management LP
Cambridge Investment Research Advisors, Inc.
Summit Trail Advisors, Llc
Candriam Luxembourg S.C.A.
John Hancock Hedged Equity & Income Fund
PrairieView Partners, LLC
FXNAX - FIDELITY SALEM STREET TRUST - Fidelity U.S. Bond Index Fund
Kovitz Investment Group Partners, LLC
New York Life Investment Management Llc
FCGSX - FIDELITY MT VERNON STREET TRUST - Fidelity Series Growth Company Fund
Fiera Capital Corp
JCTR - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Carbon Transition U.S. Equity ETF
Innovator ETFs Trust - Innovator Gradient Tactical Rotation Strategy ETF
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
Olistico Wealth, LLC
Alerus Financial Na
Aviso Financial Inc.
Putney Financial Group LLC
SCHV - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Value ETF
AMERICAN FUNDS INSURANCE SERIES - Asset Allocation Fund Class 1
PUTNAM VARIABLE TRUST - Putnam VT Global Health Care Fund Class IA Shares
ICONIQ Capital, LLC
Verition Fund Management LLC
IWB - iSHARES TRUST - iShares Russell 1000 ETF
Moneta Group Investment Advisors Llc
Bruce G. Allen Investments, LLC
FFLV - FIDELITY COVINGTON TRUST - Fidelity Fundamental Large Cap Value ETF
Harbor Investment Advisory, Llc
Vectors Research Management, LLC
Qube Research & Technologies Ltd
ADVANCED SERIES TRUST - AST Western Asset Core Plus Bond Portfolio
Private Capital Advisors, Inc.
We Are One Seven, LLC
Bare Financial Services, Inc
Maryland State Retirement & Pension System
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
Wynn Capital, LLC
Monetary Management Group Inc
WFA Asset Management Corp
Brookwood Investment Group LLC
Somerville Kurt F
WOBDX - JPMORGAN TRUST II - JPMorgan Core Bond Fund Class I
RPBAX - T. Rowe Price Balanced Fund, Inc. - T. Rowe Price Balanced Fund, Inc.
DAVENPORT & Co LLC
BRNY - EA Series Trust - Burney U.S. Factor Rotation ETF
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
Farmers & Merchants Trust Co of Chambersburg PA
NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF
Gf Fund Management Co. Ltd.
Vicus Capital
EVUS - iSHARES TRUST - iShares ESG Aware MSCI USA Value ETF
Benedict Financial Advisors Inc
Empyrean Capital Partners, LP
FLCNX - FIDELITY CONTRAFUND - Fidelity Contrafund K6
Regal Investment Advisors LLC
Towarzystwo Funduszy Inwestycyjnych Pzu Sa
SWDSX - SCHWAB CAPITAL TRUST - Schwab Dividend Equity Fund
Liberty All Star Equity Fund
Savvy Advisors, Inc.
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
NUAG - Nushares ETF Trust - Nuveen Enhanced Yield U.S. Aggregate Bond ETF
Summit Financial Wealth Advisors, LLC
VWNFX - VANGUARD WINDSOR FUNDS - Vanguard Windsor II Fund Investor Shares
St. Clair Advisors, LLC
Valmark Advisers, Inc.
Generali Investments CEE, investicni spolecnost, a.s.
Pin Oak Investment Advisors Inc
SUNAMERICA SERIES TRUST - SA JPMorgan Diversified Balanced Portfolio Class 1
Freestone Capital Holdings, LLC
Northwestern Mutual Wealth Management Co
Guyasuta Investment Advisors Inc
Treasurer of the State of North Carolina
Advisory Services Network, LLC
ULVM - Victory Portfolios II - VictoryShares USAA MSCI USA Value Momentum ETF
Everpar Advisors Llc
Norden Group Llc
Holderness Investments Co
Cetera Trust Company, N.A
Harbor Capital Advisors, Inc.
Avantax Advisory Services, Inc.
AFLG - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust Active Factor Large Cap ETF
Advanced Series Trust - Ast Preservation Asset Allocation Portfolio
TigerOak Management, L.L.C.
BGEAX - Datum One Series Trust - BRANDES GLOBAL EQUITY FUND Class A
HWLIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Large Cap Value Fund Class I
Heritage Wealth Advisors
FELC - FIDELITY COVINGTON TRUST - Fidelity Enhanced Large Cap Core ETF
Tokio Marine Asset Management Co Ltd
New York State Common Retirement Fund
Miracle Mile Advisors, LLC
PMUBX - Advisors' Inner Circle Fund III - PENN MUTUAL AM STRATEGIC INCOME FUND I Shares
Formidable Asset Management, LLC
IPFCX - ADVISORS SERIES TRUST - Poplar Forest Cornerstone Fund Investor Class
Kcm Investment Advisors Llc
Lowe Brockenbrough & Co Inc
Harbor Asset Planning, Inc.
Woodard & Co Asset Management Group Inc /adv
GLOV - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) World Low Vol Plus Equity ETF
Brown Brothers Harriman & Co
Diametric Capital, LP
RSP - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Equal Weight ETF
MeadowBrook Investment Advisors LLC
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Global Risk Allocation-Moderate Portfolio Class B
VIRTUS VARIABLE INSURANCE TRUST - VIRTUS STRATEGIC ALLOCATION SERIES Class A
Wedbush Securities Inc
CNB Bank
FEIG - FlexShares Trust - FlexShares ESG & Climate Investment Grade Corporate Core Index Fund
TQCCX - TOUCHSTONE FUNDS GROUP TRUST - Touchstone Dividend Equity Fund Class C
Deutsche Bank Ag\
Cromwell Holdings LLC
Gifford Fong Associates
Scott Marsh Financial, LLC
Dai-Ichi Life Insurance Company, Ltd
Abound Wealth Management
AMERICAN FUNDS INSURANCE SERIES - Global Balanced Fund Class 1
Lazard Freres Gestion S.A.S.
Leavell Investment Management, Inc.
Amundi
TGGBX - TCW FUNDS INC - TCW Global Bond Fund Class I
Birch Capital Management, LLC
Foundations Investment Advisors, LLC
Maryland Capital Advisors Inc.
Old North State Wealth Management, LLC
SFAAX - WELLS FARGO FUNDS TRUST - Wells Fargo Index Asset Allocation Fund Class A
Qrg Capital Management, Inc.
SCOAX - Sei Institutional Investments Trust - Siit Core Fixed Income - Class A
NDOW - Collaborative Investment Series Trust - Anydrus Advantage ETF
Mb, Levis & Associates, Llc
Thrivent Financial For Lutherans
Salem Investment Counselors Inc
VCI Wealth Management LLC
Golden Reserve Retirement LLC
CATH - Global X Funds - Global X S&P 500 Catholic Values ETF
Millstone Evans Group, LLC
Bramshill Investments, LLC
FLDGX - Meeder Funds - DYNAMIC ALLOCATION FUND Retail Class
MDDAX - MASSMUTUAL SELECT FUNDS - MassMutual Select Diversified Value Fund Class A
GAAVX - GMO TRUST - GMO Alternative Allocation Fund Class VI
Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 High Dividend Growers ETF
North Forty Two & Co.
WDIV - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR S&P Global Dividend ETF
IHF - iSHARES TRUST - iShares U.S. Healthcare Providers ETF
EHP Funds Inc.
Alps Advisors Inc
Bridgewater Advisors Inc.
SPFFX - Exchange Place Advisors Trust - Sphere 500 Climate Fund
BlackRock ETF Trust - BlackRock Large Cap Value ETF
Truist Financial Corp
Future Financial Wealth Managment LLC
Rosenberg Matthew Hamilton
Pekin Hardy Strauss, Inc.
FT Vest Hedged Equity Income Fund: Series A3
GPAFX - VICTORY PORTFOLIOS - Victory RS Large Cap Alpha Fund Class A
Capital World Investors
Jnl Series Trust - Jnl/t. Rowe Price Managed Volatility Balanced Fund (a)
GAOAX - JPMorgan Trust I - JPMorgan Global Allocation Fund Class A
FNIAX - FIDELITY CONTRAFUND - Fidelity Advisor New Insights Fund Class A
Innovator ETFs Trust - Innovator Equity Premium Income - Daily PutWrite ETF
Hudson Valley Investment Advisors Inc /adv
EIVPX - EATON VANCE MUTUAL FUNDS TRUST - Parametric Volatility Risk Premium - Defensive Fund Institutional Class
Fwl Investment Management, Llc
Sebold Capital Management, Inc.
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Comstock Fund Series I
Highline Wealth Partners Llc
Commerzbank Aktiengesellschaft /fi
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
Ameritas Investment Partners, Inc.
Mmbg Investment Advisors Co.
First Western Trust Bank
Cornerstone Wealth Management, LLC
Vestcor Inc
Oppenheimer & Co Inc
CVA Family Office, LLC
IWX - iSHARES TRUST - iShares Russell Top 200 Value ETF
Sherman Asset Management, Inc.
Meridian Wealth Management, LLC
Bartlett & Co. Wealth Management Llc
HCPIX - Profunds - Health Care Ultrasector Profund Investor Class
Dfa Investment Trust Co - The U.s. Large Cap Value Series
Forum Financial Management, LP
Bank Julius Baer & Co. Ltd, Zurich
Prelude Capital Management, Llc
PRUDENTIAL SERIES FUND - FLEXIBLE MANAGED PORTFOLIO Class I
Royal Bank Of Canada
FDTOX - FIDELITY DESTINY PORTFOLIOS - Fidelity Advisor Diversified Stock Fund : Class A
FSAEX - FIDELITY DEVONSHIRE TRUST - Fidelity Series All-Sector Equity Fund
Conning Inc.
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
Cornercap Investment Counsel Inc
AADBX - AMERICAN BEACON FUNDS - American Beacon Balanced Fund Institutional Class
DT Investment Partners, LLC
VARIABLE INSURANCE PRODUCTS FUND IV - Health Care Portfolio Initial Class
Global Wealth Strategies & Associates
Centennial Bank/AR/
PRUDENTIAL SERIES FUND - CONSERVATIVE BALANCED PORTFOLIO Class I
BlackRock, Inc.
Reliant Investment Partners, LLC
Mirae Asset Global Investments Co., Ltd.
JNL SERIES TRUST - JNL S&P 500 Index Fund (I)
Wellington Global Multi-Strategy Fund
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
Capital City Trust Co/fl
Norinchukin Bank, The
LSVVX - ADVISORS' INNER CIRCLE FUND - LSV CONSERVATIVE VALUE EQUITY FUND Institutional Class Shares
Mml Investors Services, Llc
Northern Lights Fund Trust IV - Brookstone Value Stock ETF
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
GHP Investment Advisors, Inc.
Brandes Investment Partners, Lp
NSFKX - Natixis Funds Trust IV - Natixis Sustainable Future 2050 Fund Class N
Glen Eagle Advisors, LLC
CAIBX - CAPITAL INCOME BUILDER - CAPITAL INCOME BUILDER Class A
Cubist Systematic Strategies, LLC
Gabelli Healthcare & Wellnessrx Trust
Ancora Advisors, LLC
Vise Technologies, Inc.
MYSPX - MAINSTAY FUNDS TRUST - MainStay MacKay S&P 500 Index Fund Investor Class
Fortis Group Advisors, LLC
Curbstone Financial Management Corp
TT Capital Management LLC
Farmers & Merchants Investments Inc
Toronto Dominion Bank
NSFFX - Natixis Funds Trust IV - Natixis Sustainable Future 2030 Fund Class N
DFUSX - Dimensional Investment Group Inc - U.s. Large Company Portfolio
Nisa Investment Advisors, Llc
Caisse De Depot Et Placement Du Quebec
Leigh Baldwin & Co., Llc
Exeter Financial, LLC
Goldman Sachs Group Inc
MML SERIES INVESTMENT FUND - MML Managed Volatility Fund Initial Class
Eagle Wealth Strategies Llc
AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - Invesco Oppenheimer Value Fund Class C
Susquehanna International Group, Llp
Lynch & Associates/in
Lazard Asset Management Llc
FDRR - FIDELITY COVINGTON TRUST - Fidelity Dividend ETF for Rising Rates
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
JNL SERIES TRUST - JNL Bond Index Fund (I)
Invesco Exchange-Traded Fund Trust II - Invesco MSCI Global Climate 500 ETF
PRFDX - T. Rowe Price Equity Income Fund, Inc. - T. Rowe Price Equity Income Fund
Kiltearn Partners LLP
Marcum Wealth, LLC
JLQD - Janus Detroit Street Trust - Janus Henderson Sustainable Corporate Bond ETF
ORG Partners LLC
Allworth Financial LP
Beaird Harris Wealth Management, LLC
American Capital Advisory, LLC
Financial Perspectives, Inc
Lion Street Advisors, LLC
Laraway Financial Inc
Mitsubishi UFJ Asset Management (UK) Ltd.
TCW ETF Trust - TCW Flexible Income ETF
BMCIX - Blackrock Funds - Blackrock High Equity Income Fund Institutional
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Kovack Advisors, Inc.
Arizona State Retirement System
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
Profunds - Profund Vp Ultrabull
Brown Advisory Inc
REUYX - RUSSELL INVESTMENT CO - Sustainable Equity Fund Class Y
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
Nations Financial Group Inc, /ia/ /adv
Trustco Bank Corp N Y
SUNAMERICA SERIES TRUST - SA JPMorgan MFS Core Bond Portfolio Class 1
Court Place Advisors, LLC
Price T Rowe Associates Inc /md/
Mission Wealth Management, Lp
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
Lyell Wealth Management, Lp
Davidson Investment Advisors
FLCGX - Meeder Funds - QUANTEX FUND Retail Class
First National Trust Co
Scharf Investments, Llc
Resources Management Corp /ct/ /adv
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Delaware Value Fund Standard Class
Principal Securities, Inc.
Skopos Labs, Inc.
Capstone Investment Advisors, Llc
Motco
Callahan Advisors, LLC
AUSF - Global X Funds - Global X Adaptive U.S. Factor ETF
FIDJX - FIDELITY SUMMER STREET TRUST - Fidelity SAI Sustainable Sector Fund
RDIV - Invesco Exchange-Traded Fund Trust II - Invesco S&P Ultra Dividend Revenue ETF
SLGAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Fund Class F
GARIX - FundVantage Trust - Gotham Absolute Return Fund Institutional Class
Greenwood Capital Associates Llc
Bridgewater Associates, LP
Canoe Financial LP
First Community Trust Na
Polaris Capital Management, LLC
Beacon Financial Group
Handelsbanken Fonder AB
Romano Brothers And Company
Riggs Asset Managment Co. Inc.
TCW ETF Trust - TCW Corporate Bond ETF
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
AIM VARIABLE INSURANCE FUNDS (INVESCO VARIABLE INSURANCE FUNDS) - Invesco Oppenheimer V.I. Main Street Fund Series II
LCORX - Managed Portfolio Series - Leuthold Core Investment Fund Retail Class
SCAUX - AIM COUNSELOR SERIES TRUST (INVESCO COUNSELOR SERIES TRUST) - Invesco Low Volatility Equity Yield Fund Class A
WealthCollab, LLC
MUTUAL OF AMERICA INVESTMENT CORP - Catholic Values Index Fund Class
Inlight Wealth Management, LLC
USS Investment Management Ltd
Banco Bilbao Vizcaya Argentaria, S.a.
Perigon Wealth Management, LLC
Gabelli Dividend & Income Trust
Venture Visionary Partners LLC
HighPoint Advisor Group LLC
Beese Fulmer Investment Management, Inc.
Evelyn Partners Investment Management LLP
Global Retirement Partners, LLC
Novare Capital Management Llc
Luken Investment Analytics, LLC
Private Advisor Group, LLC
RFAYX - RUSSELL INVESTMENT CO - Investment Grade Bond Fund Class Y
Sterling Capital Management LLC
O'shaughnessy Asset Management, Llc
Hartford Financial Management Inc.
Silvant Capital Management LLC
ENDW - EA Series Trust - Cambria Endowment Style ETF
NEFOX - Natixis Funds Trust II - Natixis Oakmark Fund Class A
Dark Forest Capital Management Lp
FCTDX - Fidelity Rutland Square Trust II - Strategic Advisers Fidelity U.S. Total Stock Fund
Van Eck Associates Corp
Integral Health Asset Management, LLC
VeraBank, N.A.
Creekmur Asset Management LLC
BXM Wealth LLC
City State Bank
Captrust Financial Advisors
GDIIX - Investment Managers Series Trust - RNC Genter Dividend Income Fund
Arete Wealth Advisors, LLC
SOL Capital Management CO
VFINX - VANGUARD INDEX FUNDS - Vanguard 500 Index Fund Investor Shares
Freestone Grove Partners LP
Spdr S&p 500 Etf Trust
Atalanta Sosnoff Capital, Llc
Stephens Consulting, LLC
McLean Asset Management Corp
Dimensional Fund Advisors Lp
SPXN - PROSHARES TRUST - S&P 500 ex-Financials ETF
HWAIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Value Opportunities Fund Class I
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
Texas Bank & Trust Co
PGDIX - PRINCIPAL FUNDS INC - Global Diversified Income Fund Institutional Class
MBOVX - M FUND INC - M Large Cap Value Fund
Brighthouse Funds Trust I - Schroders Global Multi-Asset Portfolio Class B
ProVise Management Group, LLC
Jpmorgan Chase & Co
Unison Advisors LLC
Envestnet Asset Management Inc
Western Wealth Management, LLC
Shufro Rose & Co Llc
Blair William & Co/il
Whittier Trust Co Of Nevada Inc
Clear Investment Research, Llc
HNDDX - Horizon Funds - Horizon Active Dividend Fund Investor Class
Atlantic Edge Private Wealth Management, LLC
HFIGX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders Diversified Growth Fund Class I
Somerset Trust Co
IGLB - iSHARES TRUST - iShares Long-Term Corporate Bond ETF
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
Capital Advisors Inc/ok
Pinnacle Associates Ltd
NSFBX - Natixis Funds Trust IV - Natixis Sustainable Future 2015 Fund Class N
BLACKROCK MID CAP DIVIDEND SERIES, INC. - BlackRock Mid Cap Dividend Fund Investor A
Capital Fund Management S.a.
BWNYX - BULLFINCH FUND INC - Greater Western New York Series
AB VARIABLE PRODUCTS SERIES FUND, INC. - AB Dynamic Asset Allocation Portfolio Class A
Howard Capital Management Inc.
AlphaCore Capital LLC
RSEAX - RUSSELL INVESTMENT CO - U.S. Strategic Equity Fund Class A
Lester Murray Antman dba SimplyRich
SFY - Tidal ETF Trust - SoFi Select 500 ETF
Stanley-Laman Group, Ltd.
Marshall Wace, Llp
Cidel Asset Management Inc
IVGAX - Voya INVESTORS TRUST - VY(R) Invesco Growth and Income Portfolio Class ADV
Dixon Fnancial Services, Inc.
Windward Capital Management Co /ca
Norges Bank
FARYX - Northern Lights Fund Trust IV - Fulcrum Diversified Absolute Return Fund Super Institutional Class
Eads & Heald Wealth Management
First Heartland Consultants, Inc.
JHAAX - John Hancock Funds II - Multi-Asset Absolute Return Fund Class A
Stone House Investment Management, LLC
Transce3nd, LLC
Beacon Capital Management, LLC
M&G Plc
GCTIX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Tax-Managed Equity Fund Institutional
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
Stolper Co
tru Independence LLC
PCLVX - PACE SELECT ADVISORS TRUST - PACE Large Co Value Equity Investments Class P
HFCVX - HENNESSY FUNDS TRUST - Hennessy Cornerstone Value Fund Investor Class
Atlas Capital Advisors Llc
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
Howard Hughes Medical Institute
DELAWARE VIP TRUST - Delaware VIP Growth and Income Series Standard
Geneos Wealth Management Inc.
Clean Yield Group
Cobblestone Capital Advisors Llc /ny/
Novem Group
Kendall Capital Management
1st Source Bank
PNIIX - PRINCIPAL FUNDS INC - Bond Market Index Fund Institutional Class
Mjp Associates Inc /adv
Parallax Volatility Advisers, L.P.
DBOAX - BNY Mellon Investment Funds VI - BNY Mellon Balanced Opportunity Fund Class A
PMSAX - PRINCIPAL FUNDS INC - Global Multi-Strategy Fund Class A
Tiaa Trust, National Association
Legacy Wealth Managment, LLC/ID
Secure Asset Management, LLC
SRB Corp
NCPB - Nushares ETF Trust - Nuveen Core Plus Bond ETF
Pacific Global Investment Management Co
Korea Investment CORP
LRGF - iSHARES TRUST - iShares Edge MSCI Multifactor USA ETF
CX Institutional
Capital Performance Advisors Llp
Symphony Financial, Ltd. Co.
Rhenman & Partners Asset Management AB
Ally Financial Inc.
Advanced Series Trust - Ast Balanced Asset Allocation Portfolio
EverSource Wealth Advisors, LLC
FSLVX - FIDELITY DEVONSHIRE TRUST - Fidelity Stock Selector Large Cap Value Fund
Peak Financial Advisors Llc
MANNING & NAPIER FUND, INC. - Callodine Equity Income Series Class I
Binnacle Investments Inc
D. E. Shaw & Co., Inc.
Family Legacy Financial Solutions, LLC
Boothbay Fund Management, Llc
NCICX - NEW COVENANT FUNDS - New Covenant Income Fund
FORTX - Investment Managers Series Trust II - Abraham Fortress Fund Class I
Glenview Trust Co
Alpha Family Trust
Twin Capital Management Inc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP BlackRock Dividend Value Managed Volatility Fund Standard Class
NOSIX - Northern Funds - Northern Stock Index Fund
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Oak Hill Wealth Advisors, Llc
GKV Capital Management Co., Inc.
Bernard Wealth Management Corp.
Alpha Omega Wealth Management LLC
JAEEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Equity Income Trust NAV
Onefund, Llc
RLCAX - Columbia Funds Series Trust II - Columbia Disciplined Value Fund Class A
ABNDX - BOND FUND OF AMERICA - BOND FUND OF AMERICA Class A
Meyer Handelman Co
Ameriprise Financial Inc
Princeton Global Asset Management LLC
GCPAX - Gateway Trust - Gateway Equity Call Premium Fund Class A
DnB Asset Management AS
OneAscent Financial Services LLC
CZMVX - Columbia Funds Series Trust II - Multi-Manager Value Strategies Fund Institutional Class
Cwm, Llc
JHCDX - John Hancock Funds II - Core Bond Fund Class NAV
Marshall & Sterling Wealth Advisors Inc.
Sanibel Captiva Trust Company, Inc.
Cibc World Markets Corp
Epoch Investment Partners, Inc.
Kennondale Capital Management LLC
Shell Asset Management Co
Quest 10 Wealth Builders, Inc.
Rockland Trust Co
NBTR - Neuberger Berman ETF Trust - Neuberger Berman Total Return Bond ETF
Apollon Wealth Management, LLC
South Dakota Investment Council
Gladstone Institutional Advisory LLC
VGWAX - VANGUARD WORLD FUND - Vanguard Global Wellington Fund Admiral Shares
THRIVENT SERIES FUND INC - Thrivent Income Portfolio Class A
Palisade Asset Management, LLC
LVW Advisors, LLC
Tompkins Financial Corp
Kozak & Associates, Inc.
Wellington Shields & Co., LLC
Point72 Asset Management, L.P.
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
NMIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Large Cap Enhanced Core Fund Class A
William B. Walkup & Associates, Inc.
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
GBLAX - AMERICAN FUNDS GLOBAL BALANCED FUND - AMERICAN FUNDS GLOBAL BALANCED FUND Class A
YLDE - Legg Mason ETF Investment Trust - ClearBridge Dividend Strategy ESG ETF
Quadcap Wealth Management, LLC
SCHZ - SCHWAB STRATEGIC TRUST - Schwab U.S. Aggregate Bond ETF
SPAB - SPDR SERIES TRUST - SPDR(R) Portfolio Aggregate Bond ETF
Guggenheim Capital Llc
Global Trust Asset Management, LLC
Toroso Investments, LLC
FLFGX - Meeder Funds - GLOBAL ALLOCATION FUND Retail Class
Blume Capital Management, Inc.
Grove Bank & Trust
Whittier Trust Co
Inscription Capital, LLC
TLBDX - TIAA-CREF LIFE FUNDS - Bond Fund
ERBAX - EATON VANCE GROWTH TRUST - Eaton Vance Richard Bernstein Equity Strategy Fund Class A
SEASONS SERIES TRUST - SA Multi-Managed Income Portfolio Class 1
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
Cigna Investments Inc /new
Aviance Capital Partners, LLC
JNL SERIES TRUST - JNL/Mellon MSCI KLD 400 Social Index Fund (A)
Cornerstone Advisors, LLC
ARCHX - ARCHER INVESTMENT SERIES TRUST - Archer Balanced Fund
Delta Asset Management Llc/tn
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
Capital International Inc /ca/
LSVGX - ADVISORS' INNER CIRCLE FUND - LSV Global Value Fund Institutional Class Shares
Stephenson National Bank & Trust
Tidal Trust II - Defiance Large Cap ex-Mag 7 ETF
Texas Permanent School Fund
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
MSTVX - Morningstar Funds Trust - Morningstar Alternatives Fund
Nomura Holdings Inc
ACWI - iSHARES TRUST - iShares MSCI ACWI ETF
JHDV - John Hancock Exchange-Traded Fund Trust - John Hancock U.S. High Dividend ETF
USBLX - USAA MUTUAL FUNDS TRUST - Growth and Tax Strategy Fund
NORTHWESTERN MUTUAL SERIES FUND INC - Large Cap Core Stock Portfolio
Crestwood Advisors Group LLC
Vident Advisory, LLC
EQ ADVISORS TRUST - EQ/Invesco Moderate Allocation Portfolio Class IB
Financial Network Wealth Advisors LLC
Bellevue Asset Management, Llc
Public Employees Retirement System Of Ohio
Haverford Trust Co
Duncker Streett & Co Inc
Ocean Capital Management, LLC
State Street Corp
Mutual Advisors, LLC
FAVAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Equity Value Fund Class A
Syverson Strege & Co
CDL - Victory Portfolios II - VictoryShares US Large Cap High Div Volatility Wtd ETF
PGEOX - GEORGE PUTNAM BALANCED FUND - GEORGE PUTNAM FUND OF BOSTON Class A Shares
Union Savings Bank
Ellis Investment Partners, LLC
Allen Capital Group, LLC
CLSUX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Sustainability Leaders Fund Class A
Alteri Wealth LLC
NAINX - VIRTUS EQUITY TRUST - VIRTUS TACTICAL ALLOCATION FUND Class A
MML SERIES INVESTMENT FUND - MML Equity Index Fund Class I
EQ ADVISORS TRUST - EQ/Large Cap Core Managed Volatility Portfolio Class IB
Bard Financial Services, Inc.
Us Bancorp \de\
Hilltop National Bank
WealthTrak Capital Management LLC
DVND - Touchstone ETF Trust - Touchstone Dividend Select ETF
Prevail Innovative Wealth Advisors, Llc
Plante Moran Financial Advisors, LLC
TSWEX - JOHCM Funds Trust - TSW Large Cap Value Fund Advisor Shares
Fiduciary Trust Co
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
VEIPX - VANGUARD FENWAY FUNDS - Vanguard Equity Income Fund Investor Shares
Institute for Wealth Management, LLC.
First Interstate Bank
SageView Advisory Group, LLC
Aprio Wealth Management, LLC
LCEAX - AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) - Invesco Diversified Dividend Fund Class A
SHSSX - Blackrock Funds - Blackrock Health Sciences Opportunities Portfolio Institutional
Six Circles Trust - Six Circles Global Bond Fund
Sowell Financial Services LLC
TCTC Holdings, LLC
BlackRock ETF Trust - BlackRock U.S. Carbon Transition Readiness ETF
Petrus Trust Company, LTA
Ashton Thomas Private Wealth, LLC
MetLife Investment Management, LLC
Ethic Inc.
Aqr Capital Management Llc
PACIFIC SELECT FUND - Equity Index Portfolio Class I
Neuberger Berman Group LLC
GSEW - Goldman Sachs ETF Trust - Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Large Cap Equity Portfolio Institutional Class
ISPY - PROSHARES TRUST - ProShares S&P 500 High Income ETF
Persium Advisors, LLC
Folger Nolan Fleming Douglas Capital Management, Inc
Fisher Funds Management LTD
NXTI - Simplify Exchange Traded Funds - Simplify Next Intangible Core Index ETF
Atria Investments Llc
Columbia Funds Variable Series Trust II - Columbia Variable Portfolio - Disciplined Core Fund Class 3
Westside Investment Management, Inc.
Principal Street Partners, LLC
Jacobi Capital Management LLC
Laurion Capital Management LP
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT GS Large Cap Equity Insights Fund Class Y
Sumitomo Life Insurance Co
Boston Family Office Llc
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
WLDR - Two Roads Shared Trust - Affinity World Leaders Equity ETF
WELLS FARGO VARIABLE TRUST - Wells Fargo VT Index Asset Allocation Fund Class 2
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
Bank of Jackson Hole Trust
PLFMX - PRINCIPAL FUNDS, INC. - LargeCap S&P 500 Index Fund R-3
Welch & Forbes Llc
Ameriflex Group, Inc.
BBISX - Sterling Capital Funds - Sterling Capital Behavioral Large Cap Value Equity Fund Institutional Class
IFM Investors Pty Ltd
MRP Capital Investments, LLC
PEOPX - BNY MELLON INDEX FUNDS, INC. - BNY Mellon S&P 500 Index Fund
LYFCX - MUTUAL FUND SERIES TRUST - AlphaCentric LifeSci Healthcare Fund Class C
Fidelity Central Investment Portfolios LLC - Fidelity U.S. Equity Central Fund
Cherry Tree Wealth Management, LLC
HF Advisory Group, LLC
QCBMRX - COLLEGE RETIREMENT EQUITIES FUND - Bond Market Account Class R1
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
NorthCrest Asset Manangement, LLC
Seacrest Wealth Management, Llc
Golden State Wealth Management, LLC
BBCB - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Corporate Bond Research Enhanced ETF
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Diligent Investors, LLC
Coston, McIsaac & Partners
Allianz Se
Chevy Chase Trust Holdings, Inc.
Point72 (DIFC) Ltd
Cadence Wealth Management LLC
FLRUX - Meeder Funds - CONSERVATIVE ALLOCATION FUND Retail Class
BAGIX - BAIRD FUNDS INC - Baird Aggregate Bond Fund Institutional
Cito Capital Group, LLC
Midland Wealth Advisors Llc
ULPIX - Profunds - Ultrabull Profund Investor Class
Private Management Group Inc
Butensky & Cohen Financial Security, Inc
Parkside Financial Bank & Trust
Pinney & Scofield, Inc.
Community Bank, N.A.
Cinctive Capital Management LP
SUNAMERICA SERIES TRUST - SA Schroders VCP Global Allocation Portfolio Class 3
BondBloxx ETF Trust - BondBloxx BBB Rated 10+ Year Corporate Bond ETF
Kinneret Advisory, LLC
PRUDENTIAL SERIES FUND - GLOBAL PORTFOLIO Class I
FVWSX - FIDELITY CONTRAFUND - Fidelity Series Opportunistic Insights Fund
EVSAX - WELLS FARGO FUNDS TRUST - Wells Fargo Disciplined U.S. Core Fund Class A
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Focus Financial Network, Inc.
Violich Capital Management, Inc.
Exchange Traded Concepts, Llc
DODBX - DODGE & COX FUNDS - Dodge & Cox Balanced Fund
GLBL - Pacer Funds Trust - Pacer MSCI World Industry Advantage ETF
IUS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI(TM) Strategic US ETF
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
LOGOX - ADVISORS SERIES TRUST - Scharf Multi-Asset Opportunity Fund Institutional Class
ARUIX - Advisors' Inner Circle Fund III - ARGA VALUE FUND Institutional Shares
Bollard Group LLC
Fortis Advisors, LLC
Park Square Financial Group, LLC
Keystone Financial Planning, Inc.
State of Tennessee, Treasury Department
Tower Research Capital LLC (TRC)
FAPNX - FIDELITY SUMMER STREET TRUST - Fidelity Healthy Future Fund Fidelity Advisor Healthy Future Fund: Class Z
OmniStar Financial Group, Inc.
TIIUX - MORGAN STANLEY PATHWAY FUNDS - Core Fixed Income Fund
EQ ADVISORS TRUST - 1290 VT Equity Income Portfolio Class IB
CTRZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Total Return Bond Strategies Fund Institutional Class
One Capital Management, LLC
Victory Capital Management Inc
GLOF - iSHARES TRUST - iShares Edge MSCI Multifactor Global ETF
Intrust Bank Na
Moloney Securities Asset Management, LLC
AGGY - WisdomTree Trust - WisdomTree Yield Enhanced U.S. Aggregate Bond Fund N/A
CRTVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS MULTI-STYLE US EQUITY FUND Investor Shares
SPUSX - Symmetry Panoramic Trust - Symmetry Panoramic US Equity Fund Class I Shares
Police & Firemen's Retirement System of New Jersey
Home Federal Bank Of Tennessee
WBIG - Absolute Shares Trust - WBI BullBear Yield 3000 ETF
FDCAX - FIDELITY CAPITAL TRUST - Fidelity Capital Appreciation Fund
FCNTX - FIDELITY CONTRAFUND - Fidelity Contrafund
SIZE - iSHARES TRUST - iShares Edge MSCI USA Size Factor ETF
iA Global Asset Management Inc.
Mark Sheptoff Financial Planning, Llc
Clifford Swan Investment Counsel Llc
SEHAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT U.S. Equity Factor Allocation Fund Class A
Dynamic Advisor Solutions LLC
SIUSX - GUGGENHEIM FUNDS TRUST - Guggenheim Investment Grade Bond Fund A-Class
Northwestern Mutual Investment Management Company, Llc
JDM Financial Group LLC
F/M Investments LLC
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
EQ ADVISORS TRUST - EQ/Global Equity Managed Volatility Portfolio Class IB
Clarion Wealth Managment Partners, LLC
HNDRX - Horizon Funds - Horizon Defined Risk Fund Investor Class
BLACKROCK BASIC VALUE FUND, INC. - BLACKROCK BASIC VALUE FUND, INC. Investor A
GPIX - Goldman Sachs ETF Trust - Goldman Sachs S&P 500 Core Premium Income ETF
Indiana Trust & Investment Management CO
Livelsberger Financial Advisory
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
Ingalls & Snyder Llc
MASTER INVESTMENT PORTFOLIO - S&P 500 Index Master Portfolio
Coerente Capital Management
Fidelis Capital Partners, LLC
FIXD - FIRST TRUST EXCHANGE-TRADED FUND VIII - First Trust TCW Opportunistic Fixed Income ETF
Kingstone Capital Partners Texas, LLC
USIG - iSHARES TRUST - iShares Broad USD Investment Grade Corporate Bond ETF
Mendel Money Management
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
GVLU - Tidal ETF Trust - Gotham 1000 Value ETF
SCJAX - STEWARD FUNDS, INC. - Steward Covered Call Income Fund Class A
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
FCMVX - FIDELITY DEVONSHIRE TRUST - Fidelity Mid Cap Value K6 Fund
FTA - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Value AlphaDEX Fund
IWV - iSHARES TRUST - iShares Russell 3000 ETF
Everence Capital Management Inc
Pzena Investment Management Llc
Roble, Belko & Company, Inc
TEQIX - Franklin Mutual Series Funds - Franklin Mutual Quest Fund Class A
Simon Quick Advisors, Llc
Lesa Sroufe & Co
Kingswood Wealth Advisors, Llc
CBIZ Investment Advisory Services, LLC
Donoghue Forlines LLC
Salomon & Ludwin, LLC
Aurdan Capital Management, LLC
Richard W. Paul & Associates, LLC
AMERICAN FUNDS INSURANCE SERIES - Blue Chip Income and Growth Fund Class 1
Woodline Partners LP
First Command Advisory Services, Inc.
Calamos Advisors LLC
Chicago Partners Investment Group LLC
BLACKROCK FUNDS - iShares U.S. Long Credit Bond Index Fund
Ogorek Anthony Joseph /ny/ /adv
Ameritas Advisory Services, LLC
Thematics Asset Management
Retirement Planning Co of New England, Inc.
TIBDX - TIAA-CREF FUNDS - TIAA-CREF Bond Fund Institutional Class
Greenup Street Wealth Management Llc
Anchor Investment Management, LLC
Blue Bell Private Wealth Management, Llc
Farmers Trust Co
Badgley Phelps Wealth Managers, LLC
Hartford Investment Management Co
EQ ADVISORS TRUST - EQ/Equity 500 Index Portfolio Class IA
IXJ - iSHARES TRUST - iShares Global Healthcare ETF
PFG Investments, LLC
Clearbridge Investments, LLC
Capital Research Global Investors
West Family Investments, Inc.
Graypoint LLC
MSTGX - Morningstar Funds Trust - Morningstar Global Income Fund
Compass Planning Associates Inc
PRPIX - T. Rowe Price Corporate Income Fund, Inc. - T. Rowe Price Corporate Income Fund, Inc.
Louisiana State Employees Retirement System
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
KOMP - SPDR SERIES TRUST - SPDR S&P Kensho New Economies Composite ETF
Janus Henderson Group Plc
Newman Dignan & Sheerar, Inc.
LGVAX - Legg Mason Global Asset Management Trust - ClearBridge Value Trust Class A
SUSC - iSHARES TRUST - iShares ESG USD Corporate Bond ETF
ZZZ - ONEFUND Trust - CYBER HORNET S&P 500(R) and Bitcoin 75/25 Strategy ETF
Baird Financial Group, Inc.
FEX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Large Cap Core AlphaDEX Fund
Humankind Benefit Corp - Humankind US Stock ETF
SLASX - SELECTED AMERICAN SHARES INC - SELECTED AMERICAN SHARES INC Class S
Davis Selected Advisers
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Index Account Class 1
TD Capital Management LLC
MWTIX - Metropolitan West Funds - Metropolitan West Total Return Bond Fund Class I
Verdence Capital Advisors LLC
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
FVAL - FIDELITY COVINGTON TRUST - Fidelity Value Factor ETF
Atwood & Palmer Inc
Consultiva Wealth Management, Corp.
Axxcess Wealth Management, Llc
N.E.W. Advisory Services LLC
Legacy Financial Advisors, Inc.
Mount Lucas Management LP
Birch Hill Investment Advisors LLC
Bogart Wealth, LLC
ADVANCED SERIES TRUST - AST PGIM Fixed Income Central Portfolio
JPMorgan Institutional Trust - JPMorgan Core Bond Trust
Old Point Trust & Financial Services N A
Premier Path Wealth Partners, LLC
Valley National Advisers Inc
Bank of New York Mellon Corp
DFLV - Dimensional ETF Trust - Dimensional US Large Cap Value ETF
YANKCOM Partnership
PRHSX - T. Rowe Price Health Sciences Fund, Inc. - T. Rowe Price Health Sciences Fund, Inc.
QBA2Q - VARIABLE INSURANCE PRODUCTS FUND III - Balanced Portfolio Initial Class
Hgk Asset Management Inc
AlphaStar Capital Management, LLC
Affinity Investment Advisors, Llc
NSFOX - Natixis Funds Trust IV - Natixis Sustainable Future 2065 Fund Class N
NMFAX - NATIONWIDE MUTUAL FUNDS - Nationwide Dynamic U.S. Growth Fund Class A
ILCV - iSHARES TRUST - iShares Morningstar Large-Cap Value ETF
BNP Paribas Asset Management Holding S.A.
JustInvest LLC
Summit Financial, LLC
PFM Health Sciences, LP
GSBIX - GOLDMAN SACHS TRUST - Goldman Sachs Income Builder Fund Institutional
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
EQRR - PROSHARES TRUST - ProShares Equities for Rising Rates ETF
LKOR - FlexShares Trust - FlexShares Credit-Scored US Long Corporate Bond Index Fund
Sound Income Strategies, LLC
Triangle Securities Wealth Management
JGYIX - John Hancock Funds III - John Hancock Global Shareholder Yield Fund Class I
RFG Advisory, LLC
RPV - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Pure Value ETF
BIVIX - NORTHERN LIGHTS FUND TRUST II - Invenomic Fund Institutional Class shares
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
LUBIX - THRIVENT MUTUAL FUNDS - Thrivent Income Fund Class A
Kayne Anderson Rudnick Investment Management Llc
TQMVX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM U.S. Value Equity Fund
Capital International Investors
Rathbone Brothers plc
ADAVX - Aberdeen Funds - Aberdeen Dynamic Dividend Fund Class A
Barrett & Company, Inc.
VVLVX - Venerable Variable Insurance Trust - Venerable Large Cap Index Fund Class V
Smith, Moore & Co.
Center for Financial Planning, Inc.
Bank Of America Corp /de/
Adage Capital Partners Gp, L.l.c.
Oak Asset Management, LLC
Tortoise Investment Management, LLC
Rakuten Investment Management, Inc.
Glenmede Investment Management, LP
FSOAX - FIDELITY ADVISOR SERIES I - Fidelity Advisor Value Strategies Class A
Rehmann Capital Advisory Group
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
AIA Group Ltd
Stifel Financial Corp
Southland Equity Partners LLC
Greenwich Wealth Management LLC
Journey Strategic Wealth Llc
Alliance Wealth Advisors, LLC /UT
Missouri Trust & Investment Co
APG Asset Management US Inc.
Root Financial Partners, LLC
Hancock Whitney Corp
Spire Wealth Management
FSPHX - FIDELITY SELECT PORTFOLIOS - Health Care Portfolio
WESPAC Advisors, LLC
Fort Washington Investment Advisors Inc /oh/
UMA Financial Services, Inc.
GAFCX - VIRTUS ALTERNATIVE SOLUTIONS TRUST - Virtus AlphaSimplex Global Alternatives Fund Class C
Laurel Wealth Advisors LLC
PJFV - PGIM ETF TRUST - PGIM Jennison Focused Value ETF
Sequoia Financial Advisors, LLC
FMTM - EA Series Trust - MarketDesk Focused U.S. Momentum ETF
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
Nichols & Pratt Advisers Llp /ma
TNXAX - 1290 Funds - 1290 DoubleLine Dynamic Allocation Fund Class A
Advisory Alpha, LLC
Aaron Wealth Advisors LLC
Compass Wealth Management LLC
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
Hoxton Planning & Management, LLC
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Comprehensive Financial Planning, Inc./PA
PFS Partners, LLC
Ulland Investment Advisors, LLC
Clarius Group, LLC
State of Alaska, Department of Revenue
NXTV - Simplify Exchange Traded Funds - Simplify Next Intangible Value Index ETF
BUNRX - BULLFINCH FUND INC - Unrestricted Series
RYTTX - RYDEX DYNAMIC FUNDS - S&P 500 2x Strategy Fund A
ESL Trust Services, LLC
SUNAMERICA SERIES TRUST - SA Federated Corporate Bond Portfolio Class 1
Asset Dedication, LLC
ROSS\JOHNSON & Associates LLC
Intech Investment Management Llc
ONOF - Global X Funds - Global X Adaptive U.S. Risk Management ETF
TRANSAMERICA SERIES TRUST - Transamerica BlackRock Global Allocation VP Initial
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
HLIEX - JPMORGAN TRUST II - JPMorgan Equity Income Fund Class I
Nova Wealth Management, Inc.
WFA of San Diego, LLC
Krilogy Financial LLC
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
GeoWealth Management, LLC
Avantra Family Wealth, Inc.
MAADX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Dynamic Value Portfolio Class IS
Plan Group Financial, LLC
Letko, Brosseau & Associates Inc
Hussman Strategic Advisors, Inc.
IVE - iSHARES TRUST - iShares S&P 500 Value ETF
La Banque Postale Asset Management SA
Brighthouse Funds Trust I - AQR Global Risk Balanced Portfolio Class B
Oppenheimer Asset Management Inc.
Voya Global Equity Dividend & Premium Opportunity Fund
ABALX - AMERICAN BALANCED FUND - AMERICAN BALANCED FUND Class A
Wilson & Boucher Capital Management, LLC
National Bank Of Canada /fi/
Teachers Retirement System Of The State Of Kentucky
QLMETX - LEGG MASON PARTNERS VARIABLE EQUITY TRUST - ClearBridge Variable Dividend Strategy Portfolio Class II
FineMark National Bank & Trust
Bull Street Advisors, LLC
BLPIX - Profunds - Bull Profund Investor Class
Accredited Wealth Management, LLC
Jnl Series Trust - Jnl/mellon S&p 500 Index Fund (a)
XYLD - Global X Funds - Global X S&P 500 Covered Call ETF
SUNAMERICA SERIES TRUST - SA Large Cap Value Index Portfolio Class 1
Equitable Holdings, Inc.
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Large Company Value Fund Standard Class II
SPVU - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Enhanced Value ETF
Hennessy Advisors Inc
Piscataqua Savings Bank
MBAAX - MORGAN STANLEY INSTITUTIONAL FUND TRUST - Global Strategist Portfolio Class A Shares
Employees Retirement System of Texas
Sumitomo Mitsui DS Asset Management Company, Ltd
Stonegate Investment Group, LLC
Humankind Investments LLC
MONECO Advisors, LLC
Zrc Wealth Management, Llc
SIGAX - LEGG MASON PARTNERS INCOME TRUST - Western Asset Corporate Bond Fund Class A
LRI Investments, LLC
AGLOX - ARIEL INVESTMENT TRUST - Ariel Global Fund Investor Class
Comerica Bank
Sender Co & Partners, Inc.
Venturi Wealth Management, LLC
CUSUX - Six Circles Trust - Six Circles U.S. Unconstrained Equity Fund
AdvisorNet Financial, Inc
CBHAX - Victory Portfolios II - Victory Market Neutral Income Fund Class A
PHLAX - PRUDENTIAL SECTOR FUNDS, INC. - PGIM Jennison Health Sciences Fund Class A
Lsv Asset Management
Gibbs Wealth Management
Steel Peak Wealth Management LLC
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
Putnam Funds Trust - Putnam Multi-cap Core Fund Class A
Dunhill Financial, LLC
Janney Montgomery Scott LLC
Farther Finance Advisors, LLC
Franklin Templeton ETF Trust - Western Asset Bond ETF
Pines Wealth Management, LLC
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap S&P 500 Managed Volatility Index Account Class 1
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
WELLS FARGO MASTER TRUST - Wells Fargo Core Bond Portfolio Core Bond Portfolio
TRANSAMERICA SERIES TRUST - Transamerica JPMorgan Tactical Allocation VP Initial
PBQAX - PRUDENTIAL JENNISON BLEND FUND, INC. - PGIM Jennison Blend Fund Class A
Modern Wealth Management, LLC
Rialto Wealth Management, LLC
Nvwm, Llc
Pinnacle Financial Partners Inc
Benjamin Edwards Inc
Daymark Wealth Partners, Llc
Decker Retirement Planning Inc.
Tectonic Advisors Llc
Axa S.a.
Old National Bancorp /in/
Ontario Teachers Pension Plan Board
BCS Private Wealth Management, Inc.
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
JNL SERIES TRUST - JNL/Invesco Diversified Dividend Fund (A)
ARGA Investment Management, LP
Amalgamated Bank
BOYAX - BOYAR VALUE FUND INC - BOYAR VALUE FUND INC Class A Shares
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
Fulton Bank, N.a.
Bellevue Group AG
FGKFX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company K6 Fund
FBUF - Fidelity Greenwood Street Trust - Fidelity Dynamic Buffered Equity ETF
Tower Bridge Advisors
Independence Asset Advisors, LLC
IPG Investment Advisors LLC
Two Roads Shared Trust - Conductor Global Equity Value ETF
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
Tandem Capital Management Corp /adv
Gotham Asset Management, LLC
LVPIX - Profunds - Large-cap Value Profund Investor Class
Hilltop Holdings Inc.
InvesTrust
DSPIX - BNY Mellon Investment Funds IV, Inc. - BNY Mellon Institutional S&P 500 Stock Index Fund Class I
Brighthouse Funds Trust I - Brighthouse/Wellington Large Cap Research Portfolio Class A
GSPY - Tidal ETF Trust - Gotham Enhanced 500 ETF
Capital Analysts, Inc.
Stamos Capital Partners, L.p.
Heritage Trust Co
SHP ETF Trust - NEOS S&P 500(R) High Income ETF
Lansforsakringar Fondforvaltning AB (publ)
BlackRock ETF Trust - BlackRock Future Health ETF
Jnl Series Trust - Jnl/s&p 4 Fund (a)
Citizens Financial Group Inc/ri
Grimes & Company, Inc.
FNDX - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Large Company Index ETF
FLCPX - FIDELITY SALEM STREET TRUST - Fidelity SAI U.S. Large Cap Index Fund
RYZAX - RYDEX SERIES FUNDS - S&P 500 Pure Value Fund Class H
TSPA - T. Rowe Price Exchange-Traded Funds, Inc. - T. Rowe Price U.S. Equity Research ETF
ILVFX - Columbia Funds Series Trust II - Columbia Integrated Large Cap Value Fund Institutional Class
Curat Global, LLC
Ellsworth Advisors, LLC
Hall Laurie J Trustee
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Bahl & Gaynor Inc
Barclays Plc
Forza Wealth Management, LLC
Manning & Napier Advisors Llc
GVALX - FundVantage Trust - Gotham Large Value Fund Institutional Class
GSRAX - GOLDMAN SACHS TRUST - Goldman Sachs Rising Dividend Growth Fund Class A
Raymond James Financial Inc
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
PFPFX - ADVISORS SERIES TRUST - Poplar Forest Partners Fund Class A
E. Ohman J:or Asset Management AB
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
PIMCO FUNDS - PIMCO Long Duration Credit Bond Portfolio Long Duration Credit Bond Portfolio
MidWestOne Financial Group, Inc.
Legacy CG, LLC
MML Series Investment Fund II - MML Equity Fund Initial Class
RXL - PROSHARES TRUST - ProShares Ultra Health Care
Cloverfields Capital Group, Lp
NSFMX - Natixis Funds Trust IV - Natixis Sustainable Future 2060 Fund Class N
TRANSAMERICA SERIES TRUST - Transamerica U.S. Equity Index VP Service
Credential Securities Inc.
RSINX - VICTORY PORTFOLIOS - Victory RS Investors Fund Class A
Activest Wealth Management
JDVRX - PRUDENTIAL INVESTMENT PORTFOLIOS 7 - PGIM JENNISON VALUE FUND Class R
HB Wealth Management, LLC
Columbia Asset Management
Congress Wealth Management LLC / DE /
RYSOX - RYDEX SERIES FUNDS - S&P 500 Fund Class A
Long Focus Capital Management, Llc
MXCCX - FEDERATED INDEX TRUST - Federated Max-Cap Index Fund Class C Shares
Efficient Advisors, LLC
Beach Investment Counsel Inc/pa
DWLD - Davis Fundamental ETF Trust - Davis Select Worldwide ETF
THRIVENT SERIES FUND INC - Thrivent Partner Healthcare Portfolio Class A
Battery Global Advisors, LLC
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
Maseco Llp
Abacus Planning Group, Inc.
Farmers National Bank
PSLDX - PIMCO FUNDS - PIMCO StocksPLUS Long Duration Fund Institutional
Simplify Asset Management Inc.
Patton Fund Management, Inc.
Renaissance Technologies Llc
Resources Investment Advisors, LLC.
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
Engineers Gate Manager LP
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
CTF Capital Management, LP
Koshinski Asset Management, Inc.
Mubadala Investment Co PJSC
TCI Wealth Advisors, Inc.
NSFHX - Natixis Funds Trust IV - Natixis Sustainable Future 2040 Fund Class N
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
Aviva Plc
VSRDX - VALIC Co I - U.S. Socially Responsible Fund
PHDG - INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST - Invesco S&P 500 Downside Hedged ETF
Morgan Stanley
Russell Investments Group, Ltd.
GBIAX - NATIONWIDE MUTUAL FUNDS - Nationwide Bond Index Fund Class A
Meeder Advisory Services, Inc.
Edgestream Partners, L.P.
SPFIX - SHELTON FUNDS - S&P 500 Index Fund Direct Shares
NFLT - ETFis Series Trust I - Virtus Newfleet Multi-Sector Bond ETF
Mid-American Wealth Advisory Group, Inc.
Truvestments Capital Llc
Strs Ohio
New Mexico Educational Retirement Board
Soltis Investment Advisors LLC
Chiron Capital Management, Llc
Schechter Investment Advisors, LLC
Sheets Smith Wealth Management
Quadrant Capital Group Llc
NEOS Investment Management LLC
VBMFX - VANGUARD BOND INDEX FUNDS - Vanguard Total Bond Market Index Fund Investor Shares
DHJJ Financial Advisors, Ltd.
Redwood Investment Management, Llc
Dumont & Blake Investment Advisors Llc
Deroy & Devereaux Private Investment Counsel Inc
Advisors Capital Management, LLC
Marino, Stram & Associates Llc
PTLC - Pacer Funds Trust - Pacer Trendpilot US Large Cap ETF
SDOG - ALPS ETF Trust - ALPS Sector Dividend Dogs ETF
Vestmark Advisory Solutions, Inc.
Wealthcare Advisory Partners LLC
Cullinan Associates Inc
Factory Mutual Insurance Co
TBIIX - TIAA-CREF FUNDS - TIAA-CREF Bond Index Fund Institutional Class
Grandview Asset Management LLC
Kanawha Capital Management Llc
Parthenon Llc
SUPAX - DEUTSCHE DWS ASSET ALLOCATION TRUST - DWS Multi-Asset Growth Allocation Fund Class A
AZNAX - ALLIANZ FUNDS - AllianzGI Income & Growth Fund Class A
Shorepoint Capital Partners LLC
MCF Advisors LLC
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
CANTOR SELECT PORTFOLIOS TRUST - Cantor FBP Equity & Dividend Plus Fund Institutional Class
Becker Capital Management Inc
Yousif Capital Management, Llc
E Fund Management Co., Ltd.
Atlantic Union Bankshares Corp
YHB Investment Advisors, Inc.
Uncommon Cents Investing LLC
Fulcrum Asset Management LLP
Whitebox Advisors Llc
BlackRock Funds II - BLACKROCK MULTI-ASSET INCOME PORTFOLIO INVESTOR C SHARES
Cornerstone Planning Group LLC
GBF - iSHARES TRUST - iShares Government/Credit Bond ETF
CVSIX - CALAMOS INVESTMENT TRUST/IL - Calamos Market Neutral Income Fund Class A
Rexford Capital Inc
Johnson Investment Counsel Inc
WBND - Legg Mason ETF Investment Trust - Western Asset Total Return ETF
Prudential Financial Inc
Gabelli Equity Trust Inc
Meiji Yasuda Asset Management Co Ltd.
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Core Bond Fund Class 1
MXMVX - GREAT-WEST FUNDS INC - Great-West Mid Cap Value Fund Investor Class
Manchester Capital Management LLC
Bradley Foster & Sargent Inc/ct
Sterling Financial Group, Inc.
VMCTX - VANGUARD WORLD FUND - Vanguard Mega Cap Index Fund Institutional Shares
Ahl Investment Management, Inc.
Cary Street Partners Financial Llc
TriaGen Wealth Management LLC
PNRAX - PUTNAM INVESTMENT FUNDS - Putnam Research Fund Class A Shares
Credit Agricole S A
T. Rowe Price Investment Management, Inc.
EBI - RBB Fund Trust - Longview Advantage ETF
Brinker Capital Investments, LLC
Sava Infond d.o.o.
PETZX - Gabelli Innovations Trust - Gabelli Pet Parents'(TM) Fund
Mizuho Securities Usa Llc
DAACX - Adviser Managed Trust - Diversified Equity Fund
J. W. Coons Advisors, LLC
LifeWealth Investments, LLC
XAOKX - VARIABLE INSURANCE PRODUCTS FUND II - Index 500 Portfolio Initial Class
Ofi Invest Asset Management
THPGX - THOMPSON IM FUNDS INC - Thompson LargeCap Fund
UCMCX - USAA MUTUAL FUNDS TRUST - Cornerstone Moderately Conservative Fund
RYDEX VARIABLE TRUST - S&P 500 2x Strategy Fund Variable Annuity
BLACKROCK LARGE CAP SERIES FUNDS, INC. - BlackRock Advantage Large Cap Value Fund Investor A
IHT Wealth Management, LLC
Douglas Lane & Associates, LLC
Scotia Capital Inc.
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
ITTAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Multi-Asset Income and Growth Fund Class A
Sierra Ocean, Llc
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
Group One Trading, L.p.
Caitong International Asset Management Co., Ltd
Bayesian Capital Management, LP
Strategic Investment Solutions, Inc. /IL
SJS Investment Consulting Inc.
FLMFX - Meeder Funds - MUIRFIELD FUND Retail Class
Parallel Advisors, LLC
Retirement Systems of Alabama
Ardsley Advisory Partners Lp
Bank Of Nova Scotia
Michels Family Financial, LLC
Motley Fool Asset Management LLC
Whalerock Point Partners, Llc
Citigroup Inc
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
Generali Asset Management SPA SGR
TFC Financial Management
SPIAX - Aim Counselor Series Trust (invesco Counselor Series Trust) - Invesco S&p 500 Index Fund Class A
Platinum Investment Management Ltd
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
Mn Services Vermogensbeheer B.V.
Marshall Investment Management, Llc
PCSIX - PACE SELECT ADVISORS TRUST - PACE Strategic Fixed Income Investments Class P
Wbi Investments, Inc.
Atria Wealth Solutions, Inc.
apricus wealth, LLC
Bangor Savings Bank
VARIABLE INSURANCE PRODUCTS FUND II - Contrafund Portfolio Initial Class
Los Angeles Capital Management Llc
Apella Capital, LLC
Foster & Motley Inc
Mackenzie Financial Corp
Thompson Investment Management, Inc.
Vivaldi Capital Management, LLC
Rakuten Securities, Inc.
Harwood Advisory Group, LLC
IIBPX - Voya INTERMEDIATE BOND PORTFOLIO - Voya Intermediate Bond Portfolio Class ADV
LSAAX - LOCORR INVESTMENT TRUST - LoCorr Strategic Allocation Fund Class A
NORTHWESTERN MUTUAL SERIES FUND INC - Large Company Value Portfolio
SPMV - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 Minimum Variance ETF
Ridgewood Investments LLC
Pettee Investors, Inc.
Allianzgi Equity & Convertible Income Fund
Primecap Management Co/ca/
Matrix Private Capital Group Llc
Arrowstreet Capital, Limited Partnership
NSFJX - Natixis Funds Trust IV - Natixis Sustainable Future 2045 Fund Class N
Copperwynd Financial, LLC
Webster Bank, N. A.
WBIY - Absolute Shares Trust - WBI Power Factor High Dividend ETF
GWM Advisors LLC
FXG - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Consumer Staples AlphaDEX Fund
Quantitative Investment Management, LLC
AMERICAN FUNDS INSURANCE SERIES - Capital Income Builder Class 1
KNGZ - FIRST TRUST EXCHANGE-TRADED FUND VI - US Equity Dividend Select ETF
Boyar Asset Management Inc.
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
Arlington Trust Co LLC
LOM Asset Management Ltd
REAYX - RUSSELL INVESTMENT CO - Equity Income Fund Class Y
Atomi Financial Group, Inc.
FEDERATED INSURANCE SERIES - Federated Managed Volatility Fund II Primary Shares
Amplify ETF Trust - Amplify AI Powered Equity ETF
Mizuho Securities Usa Llc
Byrne Asset Management LLC
CDC - Victory Portfolios II - VictoryShares US EQ Income Enhanced Volatility Wtd ETF
VSLU - ETF Opportunities Trust - Applied Finance Valuation Large Cap ETF
VPMCX - VANGUARD CHESTER FUNDS - Vanguard PRIMECAP Fund Investor Shares
Pensionmark Financial Group, Llc
Twin Tree Management, LP
Ensign Peak Advisors, Inc
Means Investment Co., Inc.
Impact Partnership Wealth, LLC
NANC - Tidal ETF Trust - Unusual Whales Subversive Democratic Trading ETF
GSPFX - FundVantage Trust - Gotham Enhanced S&P 500 Index Fund Institutional Class Shares
CRBVX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS BOND FUND Investor Shares
Mengis Capital Management, Inc.
TISPX - TIAA-CREF FUNDS - TIAA-CREF S&P 500 Index Fund Institutional Class
SPDG - SPDR SERIES TRUST - SPDR Portfolio S&P Sector Neutral Dividend ETF
Moore Capital Management, Lp
Segall Bryant & Hamill, Llc
DFVE - DoubleLine ETF Trust - DoubleLine Fortune 500 Equal Weight ETF
Wincap Financial Llc
Macquarie Group Ltd
EQ ADVISORS TRUST - EQ/Legg Mason Moderate Allocation Portfolio Class IB
Putnam Fl Investment Management Co
PSI Advisors, LLC
TESIX - Franklin Mutual Series Funds - Franklin Mutual Shares Fund Class A
Hotchkis & Wiley Capital Management Llc
FNDSX - FIDELITY SALEM STREET TRUST - Fidelity Sustainability Bond Index Fund
Mascoma Wealth Management LLC
Peak6 Llc
Invesco Exchange-Traded Fund Trust II - Invesco ESG S&P 500 Equal Weight ETF
AMERICAN FUNDS INSURANCE SERIES - Growth-Income Fund Class 1
LHCAX - LORD ABBETT SECURITIES TRUST - Lord Abbett Health Care Fund Class A
Rhumbline Advisers
Cardinal Point Capital Management, ULC
Collier Financial
Dimension Capital Management Llc
Variable Insurance Products Fund V - Bond Index Portfolio Initial Class
U.S. Capital Wealth Advisors, LLC
Dymon Asia Capital (singapore) Pte. Ltd.
Covestor Ltd
Meeder Asset Management Inc
Blueshift Asset Management, LLC
Central Pacific Bank - Trust Division
PENN SERIES FUNDS INC - Index 500 Fund
Icon Wealth Advisors, LLC
FYEE - Fidelity Greenwood Street Trust - Fidelity Yield Enhanced Equity ETF
Jnl Series Trust - Jnl/franklin Templeton Mutual Shares Fund (a)
Tema ETF Trust - Tema S&P 500 Historical Weight ETF Strategy
FRANK FUNDS - Camelot Event Driven Fund Class A Shares
SummitTX Capital, L.P.
VFTNX - VANGUARD WORLD FUND - Vanguard FTSE Social Index Fund Institutional Shares
Fortitude Family Office, LLC
Callan Capital, LLC
Penserra Capital Management LLC
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
JPUS - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Diversified Return U.S. Equity ETF
Stratos Wealth Partners, LTD.
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
AMECX - INCOME FUND OF AMERICA - INCOME FUND OF AMERICA Class A
Integrity Alliance, Llc.
Fayez Sarofim & Co
Armstrong Advisory Group, Inc
AGG - iSHARES TRUST - iShares Core U.S. Aggregate Bond ETF
Jennison Associates Llc
UVALX - USAA MUTUAL FUNDS TRUST - Value Fund Shares
GW&K Investment Management, LLC
OFAFX - Managed Portfolio Series - Olstein All Cap Value Fund Adviser Class
M&t Bank Corp
Koesten, Hirschmann & Crabtree, INC.
MUTUAL OF AMERICA INVESTMENT CORP - Equity Index Fund Class
Armis Advisers, LLC
FDGRX - FIDELITY MT VERNON STREET TRUST - Fidelity Growth Company Fund
FLDOX - Meeder Funds - MODERATE ALLOCATION FUND Retail Class
Syntax Research, Inc.
Everett Harris & Co /ca/
Busey Wealth Management
Tyler-Stone Wealth Management
Balyasny Asset Management Llc
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
International Assets Investment Management, Llc
Css Llc/il
FSHCX - FIDELITY SELECT PORTFOLIOS - Health Care Services Portfolio
Gw Henssler & Associates Ltd
NAWGX - Voya MUTUAL FUNDS - Voya Global Equity Fund Class A
BlackRock Variable Series Funds, Inc. - BlackRock Managed Volatility V.I. Fund Class I
Clarity Asset Management, Inc.
Proficio Capital Partners LLC
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
SPXL - Direxion Shares ETF Trust - Direxion Daily S&P 500(R) Bull 3X Shares
Wells Fargo & Company/mn
Nippon Life Global Investors Americas, Inc.
Fjarde Ap-fonden /fourth Swedish National Pension Fund
Signet Investment Advisory Group, Inc.
CAPAX - FEDERATED INCOME SECURITIES TRUST - Federated Capital Income Fund Class A Shares
Bellwether Advisors, LLC
ESG - FlexShares Trust - FlexShares STOXX US ESG Impact Index Fund
JB Capital LLC
PRSIX - T. Rowe Price Spectrum Funds II, Inc. - T. Rowe Price Spectrum Conservative Allocation Fund
WealthTrust Axiom LLC
EQWL - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P 100 Equal Weight ETF
PCLRX - PRUDENTIAL INVESTMENT PORTFOLIOS 16 - PGIM INCOME BUILDER FUND Class R
QVML - Invesco Exchange-Traded Fund Trust II - Invesco S&P 500 QVM Multi-factor ETF
Tcw Strategic Income Fund Inc
Variable Insurance Products Fund V - Investment Grade Bond II Portfolio Initial Class
Proathlete Wealth Management Llc
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
Naples Global Advisors, Llc
Ritholtz Wealth Management
AllSquare Wealth Management LLC
SPGIX - Sei Institutional Managed Trust - Simt Large Cap Growth Fund Class I
LDVCX - Investment Managers Series Trust II - AXS Thomson Reuters Venture Capital Return Tracker Fund Class C Shares
GMUEX - GMO TRUST - GMO U.S. Equity Fund Class III
Mountain Hill Investment Partners Corp.
PALC - Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF
Profund Advisors Llc
FIFZX - FIDELITY SALEM STREET TRUST - Fidelity Series Bond Index Fund
Nebula Research & Development LLC
JDVSX - JPMorgan Trust I - JPMorgan Diversified Fund Class I
Daiwa Securities Group Inc.
HEJD - Victory Portfolios II - VictoryShares Hedged Equity Income ETF
EQ ADVISORS TRUST - EQ/Goldman Sachs Moderate Growth Allocation Class IB
Axiom Financial Strategies, LLC
GOLDMAN SACHS VARIABLE INSURANCE TRUST - Goldman Sachs U.S. Equity Insights Fund Institutional
Horizon Investments, LLC
Proffitt & Goodson Inc
Quarry LP
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
SOUTH STATE Corp
FIL Ltd
Franklin Resources Inc
Walleye Trading LLC
SPDV - ETF Series Solutions - AAM S&P 500 High Dividend Value ETF
VLTCX - VANGUARD SCOTTSDALE FUNDS - Vanguard Long-Term Corporate Bond Index Fund Admiral Shares
VPCCX - VANGUARD FENWAY FUNDS - Vanguard PRIMECAP Core Fund Investor Shares
BW Gestao de Investimentos Ltda.
SRS Capital Advisors, Inc.
Allspring Global Investments Holdings, LLC
Klingman & Associates, LLC
PUTNAM VARIABLE TRUST - Putnam VT Research Fund Class IA Shares
Brown Wealth Management, Llc
SAVAX - VIRTUS OPPORTUNITIES TRUST - Virtus Newfleet Core Plus Bond Fund CLASS A
FAEQX - PFM Multi-Manager Series Trust - PFM Multi-Manager Domestic Equity Fund Institutional Class
SDLAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Dynamic Asset Allocation Fund - Class A
MXEBX - GREAT-WEST FUNDS INC - Great-West Core Strategies: U.S. Equity Fund Institutional Class
OEF - iSHARES TRUST - iShares S&P 100 ETF
Compass Financial Services Inc
RYDEX VARIABLE TRUST - S&P 500 Pure Value Fund Variable Annuity
Cantor Fitzgerald Investment Adviser L.p.
Adirondack Trust Co
Wetherby Asset Management Inc
CarsonAllaria Wealth Management, Ltd.
Parr Mcknight Wealth Management Group, Llc
Checchi Capital Advisers, LLC
PINK - Simplify Exchange Traded Funds - Simplify Health Care ETF
TQGEX - T. Rowe Price Quantitative Management Funds, Inc. - T. Rowe Price QM Global Equity Fund
CRQSX - Catholic Responsible Investments Funds - CATHOLIC RESPONSIBLE INVESTMENTS EQUITY INDEX FUND Institutional Shares
Cove Private Wealth, LLC
Country Trust Bank
Legal & General Group Plc
Lantz Financial LLC
New England Capital Financial Advisors LLC
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
FPURX - FIDELITY PURITAN TRUST - Fidelity Puritan Fund
STIAX - FEDERATED FIXED INCOME SECURITIES INC - Federated Strategic Income Fund Class A Shares
Strengthening Families & Communities, LLC
LGT Group Foundation
ZABDFX - American Beacon Institutional Funds Trust - American Beacon Diversified Fund AAL Class
Standard Family Office LLC
Ronald Blue Trust, Inc.
Raiffeisen Bank International AG
Platform Technology Partners
Brighthouse Funds Trust I - TCW Core Fixed Income Portfolio Class A
IAUTX - AIM SECTOR FUNDS (INVESCO SECTOR FUNDS) - INVESCO Dividend Income Fund Class A
DecisionPoint Financial, LLC
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
Riverview Trust Co
MAINSTAY VP FUNDS TRUST - MainStay VP Income Builder Portfolio Initial Class
Crescent Grove Advisors, LLC
Generali Investments, Management Co LLC
Everhart Financial Group, Inc.
Seizert Capital Partners, Llc
Smith, Salley & Associates
GATEX - Gateway Trust - Gateway Fund Class A Shares
OMERS ADMINISTRATION Corp
Hopwood Financial Services, Inc.
LST - Managed Portfolio Series - Leuthold Select Industries ETF
IMG Wealth Management, Inc.
Borer Denton & Associates, Inc.
Patient Capital Management, LLC
Private Wealth Asset Management, LLC
FLKSX - FIDELITY PURITAN TRUST - Fidelity Low-Priced Stock K6 Fund
Harel Insurance Investments & Financial Services Ltd.
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
Northern Oak Wealth Management Inc
Buckingham Strategic Partners
Excalibur Management Corp
MSPSX - MASSMUTUAL SELECT FUNDS - MassMutual Select Total Return Bond Fund Class R5
Charles Schwab Trust Co
Stephens Inc /ar/
QARP - DBX ETF TRUST - Xtrackers Russell 1000 US Quality at a Reasonable Price ETF
Envestnet Portfolio Solutions, Inc.
FOVL - iSHARES TRUST - iShares Focused Value Factor ETF
ABMVX - AB CAP FUND, INC. - AB Mid Cap Value Portfolio Class Z
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
FCDDX - NUVEEN INVESTMENT FUNDS INC - Nuveen Strategic Income Fund Class A
Hara Capital LLC
MMBEX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Bond Asset Fund Class I
Turtle Creek Asset Management Inc.
Goelzer Investment Management, Inc.
Flagship Wealth Advisors, Llc
Dixon Mitchell Investment Counsel Inc.
Vista Private Wealth Partners. LLC
Other Listings
MX:CVS
CH:CVS
PE:CVS
GB:0HRS $74.00
IT:1CVS €62.84
GB:CVSD
DE:CVS €63.17
AT:CVS
CL:CVSCL
CL:CVS
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