WMS / Advanced Drainage Systems, Inc. - Net Long/Short Value

Advanced Drainage Systems, Inc.
US ˙ NYSE ˙ US00790R1041

WMS / Advanced Drainage Systems, Inc. - 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)
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
Ubs Asset Management Americas Inc
VCKSX - VIRTUS EQUITY TRUST - Virtus KAR Small-Mid Cap Growth Fund Class C
SG Americas Securities, LLC
CIBC World Markets Inc.
Spdr S&p Midcap 400 Etf Trust
Cercano Management LLC
Group One Trading, L.p.
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
Profunds - Profund Vp Mid-cap Growth
Goldman Sachs Group Inc
Atom Investors LP
Wiley Bros.-aintree Capital, Llc
Thematics Asset Management
BBVLX - Bridge Builder Trust - Bridge Builder Large Cap Value Fund
RKCIX - TRUST FOR PROFESSIONAL MANAGERS - Rockefeller Climate Solutions Fund - Institutional Class Shares
Capstone Investment Advisors, Llc
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
ADOIX - Investment Managers Series Trust II - AXS Dynamic Opportunity Fund Class I Shares
One Capital Management, LLC
QHFRX - AQR Funds - AQR MS Fusion HV Fund Class R6
QCFIX - AQR Funds - AQR CVX Fusion Fund Class I
Tortoise Investment Management, LLC
SBI Securities Co., Ltd.
VRVIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Value Index Fund Institutional Shares
Aster Capital Management (DIFC) Ltd
Voya Investment Management Llc
Us Bancorp \de\
BGATX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 2
Colony Group, LLC
GCCHX - GMO TRUST - GMO Climate Change Fund Class III
BLACKROCK FUNDS - BlackRock Advantage ESG U.S. Equity Fund Investor A
DGRO - iSHARES TRUST - iShares Core Dividend Growth ETF
JB Capital LLC
Park Avenue Securities Llc
M&t Bank Corp
Brown Advisory Inc
VMIDX - VALIC Co I - Mid Cap Index Fund
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
Manufacturers Life Insurance Company, The
VHGEX - VANGUARD HORIZON FUNDS - Vanguard Global Equity Fund Investor Shares
Golden State Wealth Management, LLC
Kestra Private Wealth Services, Llc
EQ ADVISORS TRUST - EQ/Mid Cap Value Managed Volatility Portfolio Class IB
Victory Capital Management Inc
IUSG - iSHARES TRUST - iShares Core S&P U.S. Growth ETF
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Mid Cap Index Fund Class 2
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
GGEAX - NATIONWIDE MUTUAL FUNDS - Nationwide Global Sustainable Equity Fund Class A
Trexquant Investment LP
Amundi
Valued Wealth Advisors LLC
Trium Capital LLP
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
Arizona State Retirement System
Crossmark Global Holdings, Inc.
First Horizon Advisors, Inc.
Zimmer Partners, LP
Oakworth Capital, Inc.
Private Trust Co Na
Perpetual Ltd
Exchange Traded Concepts, Llc
Clearbridge Investments, LLC
Gitterman Wealth Management, LLC
Virginia Retirement Systems Et Al
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
PACIFIC SELECT FUND - PD Large-Cap Growth Index Portfolio Class P
GEOSX - Pear Tree Funds - Pear Tree Essex Environmental Opportunities Fund Institutional Shares
FTIF - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Bloomberg Inflation Sensitive Equity ETF
Great West Life Assurance Co /can/
Allworth Financial LP
HDGE - AdvisorShares Trust - AdvisorShares Ranger Equity Bear ETF
Briaud Financial Planning, Inc
MVV - PROSHARES TRUST - ProShares Ultra MidCap400
Larson Financial Group LLC
AVMC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Equity ETF
TILT - FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund
QMNIX - AQR Funds - AQR Equity Market Neutral Fund Class I
Prentiss Smith & Co Inc
IJJ - iSHARES TRUST - iShares S&P Mid-Cap 400 Value ETF
PKW - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco BuyBack Achievers ETF
Triodos Investment Management BV
PPQMX - PRINCIPAL FUNDS, INC. - MidCap Growth Fund III R-3
FIOOX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Value Index Fund
Vantage Financial Partners, LLC
Agf Management Ltd
GLNAX - MFS SERIES TRUST IV - MFS Global New Discovery Fund A
ESML - iSHARES TRUST - iShares ESG MSCI USA Small-Cap ETF
UMDD - PROSHARES TRUST - ProShares UltraPro MidCap400
Axa S.a.
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
AALGX - THRIVENT MUTUAL FUNDS - Thrivent Global Stock Fund Class A
CFMCX - TRUST FOR PROFESSIONAL MANAGERS - Column Mid Cap Fund
FNY Investment Advisers, LLC
DekaBank Deutsche Girozentrale
Vident Advisory, LLC
STXG - EA Series Trust - Strive 1000 Growth ETF
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
VEGN - ETF Series Solutions - US Vegan Climate ETF
XJH - iSHARES TRUST - iShares ESG Screened S&P Mid-Cap ETF
SBRAX - Segall Bryant & Hamill Trust - Segall Bryant & Hamill All Cap Fund Retail Class
FNX - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Core AlphaDEX Fund
VT - VANGUARD INTERNATIONAL EQUITY INDEX FUNDS - Vanguard Total World Stock Index Fund ETF Shares
BlackRock, Inc.
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
STXM - EA Series Trust - Strive Mid-Cap ETF
Fortitude Family Office, LLC
AVLC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Equity ETF
PESPX - BNY MELLON MIDCAP INDEX FUND, INC. - BNY Mellon Midcap Index Fund, Inc. Investor Shares
KBC Group NV
TCAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Conservative Allocation Fund Class A
IRGJX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Growth Index Portfolio Class I
Calvert Management Series - Calvert Global Small-Cap Equity Fund Class I
OASGX - Optimum Fund Trust - Optimum Small-mid Cap Growth Fund Class A
Bell Asset Management Ltd
BUFTX - BUFFALO FUNDS - Buffalo Discovery Fund Investor Class
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
AA Financial Advisors, LLC
Federated Hermes, Inc.
State Board Of Administration Of Florida Retirement System
Royal Bank Of Canada
Twinbeech Capital Lp
LGILX - LAUDUS TRUST - Laudus U.S. Large Cap Growth Fund
Advantage Alpha Capital Partners LP
ProShare Advisors LLC
Janney Montgomery Scott LLC
Profunds - Profund Vp Mid-cap Value
Brighthouse Funds Trust II - MetLife Mid Cap Stock Index Portfolio Class A
AIRR - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust RBA American Industrial Renaissance(TM) ETF
QMFNX - AQR Funds - AQR MS Fusion Fund Class N
T. Rowe Price Investment Management, Inc.
Franklin Resources Inc
VYMYX - Voya EQUITY TRUST - Voya Mid Cap Research Enhanced Index Fund Class W
FIL Ltd
Macquarie Group Ltd
ABN AMRO Bank N.V.
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
Lodge Hill Capital, LLC
Envestnet Portfolio Solutions, Inc.
Alpine Peaks Capital, LP
Grantham, Mayo, Van Otterloo & Co. LLC
Achmea Investment Management B.V.
Huntington National Bank
Skopos Labs, Inc.
Skandinaviska Enskilda Banken AB (publ)
Nicolet Advisory Services, Llc
WWSMX - Ultimus Managers Trust - Westwood Quality Smidcap Fund Ultra Shares
Brown Brothers Harriman & Co
Sunbelt Securities, Inc.
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
CCVAX - CALVERT IMPACT FUND INC - Calvert Small-Cap Fund Class A
GEIZX - GuideStone Funds - Growth Equity Index Fund Investor
Owls Nest Partners IA, LLC
Thrivent Financial For Lutherans
TEMGX - TEMPLETON GLOBAL SMALLER COMPANIES FUND - Templeton Global Smaller Companies Fund Class A
Lombard Odier Asset Management (Switzerland) SA
Lombard Odier Asset Management (Europe) Ltd
Holocene Advisors, LP
FNDA - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Small Company Index ETF
PRINCIPAL VARIABLE CONTRACTS FUNDS INC - LargeCap Growth Account I Class 1
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
Public Employees Retirement Association Of Colorado
PMPRX - PRINCIPAL FUNDS INC - MidCap Value Fund I R-3
Vanguard Group Inc
New York State Common Retirement Fund
QNZNX - AQR Funds - AQR Sustainable Long-Short Equity Carbon Aware Fund Class N
ILCB - iSHARES TRUST - iShares Morningstar Large-Cap ETF
Neuberger Berman Group LLC
Portside Wealth Group, LLC
Y.D. More Investments Ltd
PACIFIC SELECT FUND - PD Large-Cap Value Index Portfolio Class P
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
MIDE - DBX ETF TRUST - Xtrackers S&P MidCap 400 ESG ETF
QSPIX - AQR Funds - AQR Style Premia Alternative Fund Class I
CoreCap Advisors, LLC
Signaturefd, Llc
MetLife Investment Management, LLC
Madison Asset Management, LLC
CSXAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Core Responsible Index Fund Class A
Baker Avenue Asset Management, LP
Valeo Financial Advisors, LLC
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
CI Private Wealth, LLC
Quadrant Capital Group Llc
Nomura Asset Management Co Ltd
CDAZX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Directional Alternative Strategies Fund Institutional Class
Shelton Capital Management
Creative Planning
Bessemer Group Inc
TNRAX - 1290 Funds - 1290 Avantis U.S. Large Cap Growth Fund Class A
Covestor Ltd
LBGAX - LEGG MASON PARTNERS EQUITY TRUST - ClearBridge Mid Cap Growth Fund Class A
CRIMX - CRM Mutual Fund Trust - CRM MID CAP VALUE FUND INSTITUTIONAL
IFP Advisors, Inc
Cetera Trust Company, N.A
IAXAX - Voya PARTNERS INC - VY(R) T. Rowe Price Diversified Mid Cap Growth Portfolio Class ADV
Hsbc Holdings Plc
Tudor Investment Corp Et Al
SCHG - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap Growth ETF
Gibbs Wealth Management
Citadel Advisors Llc
HFM Investment Advisors, LLC
FLSPX - Meeder Funds - SPECTRUM FUND Retail Class
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Fernbridge Capital Management Lp
AVSU - AMERICAN CENTURY ETF TRUST - Avantis Responsible U.S. Equity ETF
Silvercrest Asset Management Group Llc
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
Retirement Systems of Alabama
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
Atria Investments Llc
Quantinno Capital Management LP
UEIPX - UBS FUNDS - UBS Engage For Impact Fund Class P
Verition Fund Management LLC
Westwood Holdings Group Inc
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
VVIMX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series MC Portfolio
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
Hartland & Co., LLC
Teachers Retirement System Of The State Of Kentucky
Dynamic Technology Lab Private Ltd
Banque Cantonale Vaudoise
Rise Advisors, LLC
Summit Creek Advisors LLC
IWF - iSHARES TRUST - iShares Russell 1000 Growth ETF
Hm Payson & Co
EntryPoint Capital, LLC
Principal Financial Group Inc
EQ ADVISORS TRUST - EQ/Common Stock Index Portfolio Class IA
AWTAX - Allianz Funds Multi-Strategy Trust - AllianzGI Global Water Fund Class A
Guinness Asset Management LTD
HGXAX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Global Impact Fund Class A
Nbc Securities, Inc.
WBGSX - WILLIAM BLAIR FUNDS - William Blair Growth Fund Class N
IJK - iSHARES TRUST - iShares S&P Mid-Cap 400 Growth ETF
MPMCX - BNY MELLON FUNDS TRUST - BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
Handelsbanken Fonder AB
Essex Investment Management Co Llc
DnB Asset Management AS
SSPX - Janus Detroit Street Trust - Janus Henderson U.S. Sustainable Equity ETF
D.B. Root & Company, LLC
CGJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Growth Responsible Index Fund Class A
Cetera Investment Advisers
Two Sigma Securities, Llc
Impax Asset Management Group plc
MIG Capital, LLC
Engineers Gate Manager LP
SMLF - iSHARES TRUST - iShares Edge MSCI Multifactor USA Small-Cap ETF
FIDU - FIDELITY COVINGTON TRUST - Fidelity MSCI Industrials Index ETF
Tax Managed Small Cap Portfolio - Tax Managed Small Cap Portfolio
Profunds - Profund Vp Ultramid-cap
JACDX - JOHN HANCOCK INVESTMENT TRUST - John Hancock Global Environmental Opportunities Fund Class R6
Commonwealth Equity Services, Llc
Smartleaf Asset Management LLC
State of Tennessee, Treasury Department
William Blair Investment Management, Llc
NUSC - Nushares ETF Trust - Nuveen ESG Small-Cap ETF
UBS Group AG
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
VRGWX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Growth Index Fund Institutional Shares
Kovack Advisors, Inc.
NOMIX - Northern Funds - Northern Mid Cap Index Fund
State of Wyoming
SFSNX - SCHWAB CAPITAL TRUST - Schwab Fundamental US Small Company Index Fund Institutional Shares
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
JNL SERIES TRUST - JNL/RAFI Fundamental U.S. Small Cap Fund (A)
Klp Kapitalforvaltning As
Y-Intercept (Hong Kong) Ltd
GPS Wealth Strategies Group, LLC
Renaissance Technologies Llc
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
IWD - iSHARES TRUST - iShares Russell 1000 Value ETF
VMFGX - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Growth Index Fund Institutional Shares
Daiwa Securities Group Inc.
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
TAAAX - THRIVENT MUTUAL FUNDS - Thrivent Aggressive Allocation Fund Class A
Anchor Investment Management, LLC
Allspring Global Investments Holdings, LLC
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
VEXPX - VANGUARD EXPLORER FUND - VANGUARD EXPLORER FUND Investor Shares
Sachetta, LLC
Byrne Asset Management LLC
UMPIX - Profunds - Ultramid-cap Profund Investor Class
FZFLX - FIDELITY SALEM STREET TRUST - Fidelity SAI Small-Mid Cap 500 Index Fund
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
Northwest & Ethical Investments L.P.
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
TIFF INVESTMENT PROGRAM - TIFF Multi-Asset Fund
GCSVX - Series Portfolios Trust - Geneva SMID Cap Growth Fund Institutional Class
Financial Management Professionals, Inc.
CIBC Private Wealth Group, LLC
EZM - WisdomTree Trust - WisdomTree U.S. MidCap Fund N/A
KBIWX - Advisors' Inner Circle Fund III - KBI GLOBAL INVESTORS AQUARIUS FUND Institutional Shares
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
SMDVX - HARTFORD MUTUAL FUNDS II INC - Hartford Schroders US MidCap Opportunities Fund Class A
Rockefeller Capital Management L.P.
FSMDX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Index Fund
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
HWAY - Themes ETF Trust - Themes US Infrastructure ETF
Oppenheimer & Co Inc
Impactive Capital LP
MUTUAL OF AMERICA INVESTMENT CORP - Mid-Cap Equity Index Fund Class
CAREX - DOMINI INVESTMENT TRUST - Domini Sustainable Solutions Fund Investor Shares
RYMDX - RYDEX SERIES FUNDS - Mid-Cap 1.5x Strategy Fund Class H
Boston Trust Walden Corp
ACK Asset Management LLC
Truist Financial Corp
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
Millennium Management Llc
Itau Unibanco Holding S.A.
WPG Advisers, LLC
SEIS - SEI Exchange Traded Funds - SEI Select Small Cap ETF
VIG - VANGUARD SPECIALIZED FUNDS - Vanguard Dividend Appreciation Index Fund ETF Shares
Future Fund LLC
Montanaro Asset Management Ltd
FEQHX - Fidelity Greenwood Street Trust - Fidelity Hedged Equity Fund
D. E. Shaw & Co., Inc.
Cranbrook Wealth Management, LLC
Ewing Morris & Co. Investment Partners Ltd.
Gotham Asset Management, LLC
Pictet Asset Management Holding SA
Man Group plc
Nemes Rush Group LLC
CFJAX - Calvert Responsible Index Series, Inc. - Calvert US Large-Cap Value Responsible Index Fund Class A
THRIVENT SERIES FUND INC - Thrivent Mid Cap Index Portfolio Class A
Advanced Series Trust - Ast Small-cap Growth Portfolio
SPMIX - SHELTON FUNDS - S&P MidCap Index Fund Direct Shares
MMSCX - PRAXIS MUTUAL FUNDS - Praxis Small Cap Index Fund Class A
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Rialto Wealth Management, LLC
Marshall Financial Group LLC
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Deutsche Bank Ag\
Norges Bank
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
FSAKX - Fidelity Rutland Square Trust II - Strategic Advisers U.S. Total Stock Fund
FMDGX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Growth Index Fund
CVA Family Office, LLC
IUSV - iSHARES TRUST - iShares Core S&P U.S. Value ETF
CGW - Invesco Exchange-Traded Fund Trust II - Invesco S&P Global Water Index ETF
Wells Fargo & Company/mn
EDENTREE ASSET MANAGEMENT Ltd
VCULX - VALIC Co I - Growth Fund
PTMC - Pacer Funds Trust - Pacer Trendpilot US Mid Cap ETF
Cromwell Holdings LLC
Mv Capital Management, Inc.
Assenagon Asset Management S.A.
VRNIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 1000 Index Fund Institutional Shares
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
GMLGX - GPS Funds I - GuideMark(R) Large Cap Core Fund Service Shares
Oarsman Capital, Inc.
JAEYX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Mid Cap Index Trust NAV
Jessup Wealth Management, Inc
Raiffeisen Bank International AG
Penserra Capital Management LLC
Cullen Capital Management, LLC
THRIVENT SERIES FUND INC - Thrivent Aggressive Allocation Portfolio Class A
PXSCX - PAX WORLD FUNDS SERIES TRUST I - Pax Small Cap Fund Investor Class
FXR - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Industrials/Producer Durables AlphaDEX Fund
TMAAX - THRIVENT MUTUAL FUNDS - Thrivent Moderately Aggressive Allocation Fund Class A
EQ ADVISORS TRUST - EQ/Large Cap Growth Managed Volatility Portfolio Class IB
Outlook Wealth Advisors, LLC
SMCWX - SMALLCAP WORLD FUND INC - SMALLCAP WORLD FUND INC Class A
Fisher Asset Management, LLC
RYDEX VARIABLE TRUST - Mid-Cap 1.5x Strategy Fund Variable Annuity
Spire Wealth Management
PFM - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Dividend Achievers ETF
CCAFX - CALVERT WORLD VALUES FUND INC - Calvert Mid-Cap Fund Class A
Susquehanna International Group, Llp
State Of Wisconsin Investment Board
Price T Rowe Associates Inc /md/
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
TRMNX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Mid-Cap Index Fund
QVMM - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 QVM Multi-factor ETF
Applied Finance Capital Management, LLC
KSEA - Krane Shares Trust - KraneShares Rockefeller Ocean Engagement ETF
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
Barclays Plc
IWS - iSHARES TRUST - iShares Russell Mid-Cap Value ETF
GIMFX - GMO TRUST - GMO Implementation Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
AMERICAN FUNDS INSURANCE SERIES - U.S. Small and Mid Cap Equity Fund Class 4
Parkworth Wealth Management, Inc.
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
MAI Capital Management
Assetmark, Inc
Atlantic Trust, LLC
EQ ADVISORS TRUST - Multimanager Aggressive Equity Portfolio Class IB
Lifestyle Asset Management, Inc.
Mackenzie Financial Corp
Twin Peaks Wealth Advisors, LLC
IVOO - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Index Fund ETF Shares
SCHK - SCHWAB STRATEGIC TRUST - Schwab 1000 Index ETF
Jfs Wealth Advisors, Llc
Union Bancaire Privee, UBP SA
GSPKX - GOLDMAN SACHS TRUST - Goldman Sachs U.S. Equity Dividend and Premium Fund Institutional
Cambridge Investment Research Advisors, Inc.
Oak Thistle LLC
SDVY - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust SMID Cap Rising Dividend Achievers ETF
BERCX - CARILLON SERIES TRUST - Carillon Chartwell Mid Cap Value Fund Class Chartwell
SUNAMERICA SERIES TRUST - SA Mid Cap Index Portfolio Class 1
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Growth Portfolio Class 1
Lindbrook Capital, Llc
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
IQSM - IndexIQ ETF Trust - IQ Candriam ESG U.S. Mid Cap Equity ETF
Optiver Holding B.V.
MASTERINVEST Kapitalanlage GmbH
GGUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Growth Equity ETF
Rik Saylor Financial, Inc.
AMTAX - AB BOND FUND, INC. - AB All Market Real Return Portfolio Class A
La Banque Postale Asset Management SA
Jane Street Group, Llc
CRMEX - CRM Mutual Fund Trust - CRM All Cap Value Fund Investor Shares
Walleye Capital LLC
Umb Bank N A/mo
IRMAX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Mid Cap Index Portfolio Class ADV
EQ ADVISORS TRUST - EQ/Large Cap Growth Index Portfolio Class IB
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
PDT Partners, LLC
Fieldview Capital Management, LLC
IVOV - VANGUARD ADMIRAL FUNDS - Vanguard S&P Mid-Cap 400 Value Index Fund ETF Shares
Vestmark Advisory Solutions, Inc.
M&G Plc
GXXAX - Aberdeen Funds - Aberdeen U.S. Multi-Cap Equity Fund (formerly Aberdeen U.S. Equity Fund) Class A
IOLZX - SCM Trust - ICON EQUITY FUND Institutional Class
Oppenheimer Asset Management Inc.
FHOFX - FIDELITY SALEM STREET TRUST - Fidelity Series Large Cap Growth Index Fund
Integrated Wealth Concepts LLC
Jpmorgan Chase & Co
Mawer Investment Management Ltd.
RTXAX - RUSSELL INVESTMENT CO - Tax-Managed Real Assets Fund Class A
BLACKROCK FUNDS - iShares Russell Mid-Cap Index Fund Institutional
Townsquare Capital Llc
CLARET ASSET MANAGEMENT Corp
Oregon Public Employees Retirement Fund
PFG Investments, LLC
Raymond James Financial Inc
Sterling Capital Management LLC
Strs Ohio
Focus Financial Network, Inc.
DecisionPoint Financial, LLC
BKMC - BNY Mellon ETF Trust - BNY Mellon US Mid Cap Core Equity ETF
NWHVX - NATIONWIDE MUTUAL FUNDS - Nationwide Geneva Mid Cap Growth Fund Class A
Simplex Trading, Llc
SCHM - SCHWAB STRATEGIC TRUST - Schwab U.S. Mid-Cap ETF
SOUTH STATE Corp
DURPX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. High Relative Profitability Portfolio Institutional Class
Envestnet Asset Management Inc
CIBC Asset Management Inc
State Of Michigan Retirement System
Securian Asset Management, Inc
FMDCX - FEDERATED INDEX TRUST - Federated Mid-Cap Index Fund Service Shares
SWLVX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Value Index Fund
Bare Financial Services, Inc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
CRIAX - CRM Mutual Fund Trust - CRM SMALL/MID CAP VALUE FUND INSTITUTIONAL
Advisors Asset Management, Inc.
AMCPX - AMCAP FUND - AMCAP FUND Class A
Northwestern Mutual Wealth Management Co
JMID - Janus Detroit Street Trust - Janus Henderson Mid Cap Growth Alpha ETF
Absher Wealth Management, Llc
MLPIX - Profunds - Mid-cap Value Profund Investor Class
OHIO NATIONAL FUND INC - ON Janus Henderson Enterprise Portfolio
FIW - FIRST TRUST EXCHANGE-TRADED FUND - First Trust Water ETF
WELLS FARGO MASTER TRUST - Wells Fargo Small Company Growth Portfolio Small Company Growth Portfolio
OALGX - Optimum Fund Trust - Optimum Large Cap Growth Fund Class A
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
Financial Network Wealth Advisors LLC
Private Advisor Group, LLC
Phoenix Holdings Ltd.
Police & Firemen's Retirement System of New Jersey
PGGM Investments
Avalon Trust Co
Bnp Paribas Arbitrage, Sa
Russell Investments Group, Ltd.
LPL Financial LLC
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
FIMVX - FIDELITY SALEM STREET TRUST - Fidelity Mid Cap Value Index Fund
Zurcher Kantonalbank (Zurich Cantonalbank)
Fiduciary Alliance LLC
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
EverSource Wealth Advisors, LLC
BLI - Banque de Luxembourg Investments
Baird Financial Group, Inc.
Trifecta Capital Advisors, LLC
MXMDX - GREAT-WEST FUNDS INC - Great-West S&P Mid Cap 400 Index Fund Investor Class
MDYG - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Growth ETF
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
Schonfeld Strategic Advisors LLC
State Street Corp
Mirova US LLC
Mutual Of America Capital Management Llc
Natixis Advisors, L.p.
BREFX - BARON SELECT FUNDS - Baron Real Estate Fund
Nuveen, LLC
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Blended Mid Cap Managed Volatility Fund Standard Class
New Mexico Educational Retirement Board
ExodusPoint Capital Management, LP
Swiss National Bank
Cwm, Llc
Farther Finance Advisors, LLC
Principal Securities, Inc.
Fox Run Management, L.l.c.
EQ ADVISORS TRUST - EQ/Large Cap Value Managed Volatility Portfolio Class IB
NORTHWESTERN MUTUAL SERIES FUND INC - Index 400 Stock Portfolio
VISGX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Growth Index Fund Investor Shares
Pnc Financial Services Group, Inc.
BNP Paribas Asset Management Holding S.A.
THRIVENT SERIES FUND INC - Thrivent Mid Cap Growth Portfolio Class A
DUHP - Dimensional ETF Trust - Dimensional US High Profitability ETF
BlackRock Advantage U.S. Total Market Fund, Inc. - BlackRock Advantage U.S. Total Market Fund, Inc. Investor A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP American Century Ultra Fund Standard Class
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
WSMNX - WILLIAM BLAIR FUNDS - William Blair Small-Mid Cap Growth Fund Class N
GMEZX - GuideStone Funds - Impact Equity Fund Investor
Louisiana State Employees Retirement System
O'shaughnessy Asset Management, Llc
GOFIX - GMO TRUST - GMO Resources Fund Class III
Addison Advisors LLC
Lazard Asset Management Llc
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Growth Index Fund Class 2
Avion Wealth
HCIGX - HC CAPITAL TRUST - The Institutional Growth Equity Portfolio HC Strategic Shares
Legal & General Group Plc
Schroder Investment Management Group
Calvert Variable Products, Inc. - Calvert VP S&P MidCap 400 Index Portfolio - I Class
Geneva Capital Management Llc
State of Alaska, Department of Revenue
Amalgamated Bank
Scott Marsh Financial, LLC
LMRNX - Advisor Managed Portfolios - 1919 Socially Responsive Balanced Fund Class I
CVLC - Morgan Stanley ETF Trust - Calvert US Large-Cap Core Responsible Index ETF
Kozak & Associates, Inc.
PPUMX - PRINCIPAL FUNDS, INC. - LargeCap Growth Fund I R-3
PRDMX - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. - T. Rowe Price Diversified Mid-Cap Growth Fund, Inc.
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
THRIVENT SERIES FUND INC - Thrivent Global Stock Portfolio Class A
THRIVENT SERIES FUND INC - Thrivent Moderate Allocation Portfolio Class A
STMSX - Sei Institutional Managed Trust - Simt Tax-managed Small/mid Cap Fund Class F
FSUMX - FIDELITY SUMMER STREET TRUST - Fidelity Series Sustainable U.S. Market Fund
PIO - Invesco Exchange-Traded Fund Trust II - Invesco Global Water ETF
Advisor Group Holdings, Inc.
DiNuzzo Private Wealth, Inc.
THRIVENT SERIES FUND INC - Thrivent Moderately Aggressive Allocation Portfolio Class A
JMEE - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Market Expansion Enhanced Equity ETF
Cullen/frost Bankers, Inc.
Foresight Group Ltd Liability Partnership
DGRW - WisdomTree Trust - WisdomTree U.S. Quality Dividend Growth Fund N/A
Ameriprise Financial Inc
EQ ADVISORS TRUST - EQ/400 Managed Volatility Portfolio Class IB
PPI - Investment Managers Series Trust II - AXS Astoria Inflation Sensitive ETF
Utah Retirement Systems
Beck Mack & Oliver Llc
FLCOX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Value Index Fund
PWTAX - UBS INVESTMENT TRUST - UBS U.S. Allocation Fund Class A
Nisa Investment Advisors, Llc
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Financial Advocates Investment Management
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
EBI - RBB Fund Trust - Longview Advantage ETF
Bokf, Na
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
GSFP - Goldman Sachs ETF Trust - Goldman Sachs Future Planet Equity ETF
DON - WisdomTree Trust - WisdomTree U.S. MidCap Dividend Fund N/A
PDAVX - Advisors' Inner Circle Fund III - PineBridge Dynamic Asset Allocation Fund Investor Servicing Shares
Brevan Howard Capital Management LP
Whittier Trust Co
MVALX - MERIDIAN FUND INC - MERIDIAN CONTRARIAN FUND Legacy Class
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Mid Cap Core Portfolio Initial Class
Occudo Quantitative Strategies Lp
Bay Harbor Wealth Management, LLC
Van Eck Associates Corp
Everence Capital Management Inc
ETTOX - E Trade Trust - E*TRADE No Fee Total Market Index Fund
Harbor Investment Advisory, Llc
Institute for Wealth Management, LLC.
STXV - EA Series Trust - Strive 1000 Value ETF
Northwestern Mutual Investment Management Company, Llc
Morgan Stanley
Wetherby Asset Management Inc
Securian Funds Trust - SFT Index 400 Mid-Cap Fund Class 1
CENTRAL TRUST Co
XMHQ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco S&P MidCap Quality ETF
Pitcairn Co
Jain Global LLC
SSMAX - Sei Institutional Investments Trust - Siit Small Mid Cap Equity Fund - Class A
Kornitzer Capital Management Inc /ks
GUSA - Goldman Sachs ETF Trust II - Goldman Sachs MarketBeta U.S. 1000 Equity ETF
BRYN MAWR TRUST Co
ERTH - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Cleantech ETF
TILVX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Value Index Fund Institutional Class
TBLU - Managed Portfolio Series - Tortoise Global Water ESG Fund
Tower Research Capital LLC (TRC)
EQ ADVISORS TRUST - ATM Mid Cap Managed Volatility Portfolio Class K
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
JETIX - abrdn Funds - abrdn Global Equity Impact Fund Institutional Class
Kingsview Wealth Management, LLC
PTL - Northern Lights Fund Trust IV - Inspire 500 ETF
PREFX - T. Rowe Price Tax-Efficient Funds, Inc. - T. Rowe Price Tax-Efficient Equity Fund
Fundamentun, Llc
FNK - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Mid Cap Value AlphaDEX Fund
Massmutual Trust Co Fsb/adv
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP T. Rowe Price Structured Mid-Cap Growth Fund Standard Class
SRS Capital Advisors, Inc.
Vestcor Inc
Asset Management One Co., Ltd.
Aqr Capital Management Llc
Prime Capital Investment Advisors, LLC
CALVERT VARIABLE SERIES INC - Calvert VP SRI Mid Cap Portfolio
Cerity Partners LLC
First Trust Advisors Lp
MSLC - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Large Cap Equity ETF
NQCFX - Northquest Capital Fund Inc - Northquest Capital Fund Inc
RWK - Invesco Exchange-Traded Fund Trust II - Invesco S&P MidCap 400 Revenue ETF
Quarry LP
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Allianz Asset Management GmbH
Intech Investment Management Llc
NAESX - VANGUARD INDEX FUNDS - Vanguard Small-Cap Index Fund Investor Shares
RWC Asset Management LLP
Swedbank AB
Rhumbline Advisers
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
Charles Schwab Investment Management Inc
Park Place Capital Corp
Scotia Capital Inc.
Wellington Management Group Llp
CFWAX - CALVERT IMPACT FUND INC - Calvert Global Water Fund Class A
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Mid-Cap Index Fund Standard Class
Capital Advisors, Ltd. LLC
Mercer Global Advisors Inc /adv
GMOYX - GMO TRUST - GMO Resource Transition Fund Class VI
Mirova
JNL SERIES TRUST - JNL/RAFI Multi-Factor U.S. Equity Fund (I)
Fifth Third Bancorp
Xponance, Inc.
Canada Pension Plan Investment Board
TD Waterhouse Canada Inc.
SMDX - Tidal Trust III - Intech S&P Small-Mid Cap Diversified Alpha ETF
BGALX - BAILLIE GIFFORD FUNDS - Baillie Gifford Global Alpha Equities Fund Class 4
American Century Companies Inc
DSCIX - VALUED ADVISERS TRUST - Dana Small Cap Equity Fund Institutional Class Shares
TILIX - TIAA-CREF FUNDS - TIAA-CREF Large-Cap Growth Index Fund Institutional Class
Shell Asset Management Co
VTCLX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Capital Appreciation Fund Admiral Shares
Candriam Luxembourg S.C.A.
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
DEUS - DBX ETF TRUST - Xtrackers Russell 1000 Comprehensive Factor ETF
CBOE Vest Financial, LLC
GRSPX - Total Fund Solution - Cromwell Greenspring Mid Cap Fund Institutional Class
Jump Financial, LLC
Nissay Asset Management Corp /japan/ /adv
Intrust Bank Na
IWB - iSHARES TRUST - iShares Russell 1000 ETF
MXMTX - GREAT-WEST FUNDS INC - Great-West Small Cap Growth Fund Investor Class
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Bank Of America Corp /de/
Global Retirement Partners, LLC
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
AXS Investments LLC
Graver Capital Management, LLC
JNL SERIES TRUST - JNL Multi-Manager Small Cap Growth Fund (A)
HEOMX - HARTFORD MUTUAL FUNDS INC/CT - Hartford Climate Opportunities Fund Class A
Blue Edge Capital, LLC
ETEGX - EATON VANCE SPECIAL INVESTMENT TRUST - Eaton Vance Small-Cap Fund Class A
Hrt Financial Lp
Icon Advisers Inc/co
Farringdon Capital, Ltd.
Hantz Financial Services, Inc.
Benjamin Edwards Inc
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
FSLEX - FIDELITY SELECT PORTFOLIOS - Environment and Alternative Energy Portfolio
WMLIX - WILMINGTON FUNDS - Wilmington Large-Cap Strategy Fund Class I Shares
QLEIX - AQR Funds - AQR Long-Short Equity Fund Class I
BFOR - ALPS ETF Trust - Barron's 400 ETF
State of New Jersey Common Pension Fund D
Massachusetts Financial Services Co /ma/
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Mid Cap Index Fund Class I
GVUS - Goldman Sachs ETF Trust - Goldman Sachs MarketBeta(R) Russell 1000 Value Equity ETF
CLSE - TRUST FOR PROFESSIONAL MANAGERS - Convergence Long/Short Equity ETF
Vontobel Holding Ltd.
FSPGX - FIDELITY SALEM STREET TRUST - Fidelity Large Cap Growth Index Fund
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
Prudential Financial Inc
VCGAX - VALIC Co I - Growth & Income Fund
BBMC - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
IWP - iSHARES TRUST - iShares Russell Mid-Cap Growth ETF
AVLVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value Fund Institutional Class
TWCUX - American Century Mutual Funds, Inc. - Ultra Fund Investor Class
IPMIX - Voya VARIABLE PORTFOLIOS INC - Voya Index Plus MidCap Portfolio Class I
WQAUX - Ultimus Managers Trust - Westwood Quality AllCap Fund Ultra Shares
MIDU - Direxion Shares ETF Trust - Direxion Daily Mid Cap Bull 3X Shares
TMCGX - THRIVENT MUTUAL FUNDS - Thrivent Mid Cap Growth Fund Class S
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
Sepio Capital, LP
New York Life Investment Management Llc
JQUA - J.P. Morgan Exchange-Traded Fund Trust - JPMorgan U.S. Quality Factor ETF
BUFOX - BUFFALO FUNDS - Buffalo Emerging Opportunities Fund Investor Class
Natixis
AQRNX - AQR Funds - AQR Multi-Asset Fund Class N
PHO - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco Water Resources ETF
IMCB - iSHARES TRUST - iShares Morningstar Mid-Cap ETF
EFRA - iSHARES TRUST - iShares Environmental Infrastructure and Industrials ETF
FLOWX - FIDELITY SUMMER STREET TRUST - Fidelity Water Sustainability Fund
THRIVENT SERIES FUND INC - Thrivent Moderately Conservative Allocation Portfolio Class A
Ensign Peak Advisors, Inc
HSZAX - HIGHLAND FUNDS II - Highland Small-Cap Equity Fund Class A
RTDAX - RUSSELL INVESTMENT CO - Multifactor U.S. Equity Fund Class A
Bank Of Montreal /can/
TFC Financial Management
Calvert Management Series - Calvert Small/Mid-Cap Fund Class I
MGPIX - Profunds - Mid-cap Growth Profund Investor Class
Rathbone Brothers plc
Baillie Gifford & Co
Bridges Investment Management Inc
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
FSMD - FIDELITY COVINGTON TRUST - Fidelity Small-Mid Factor ETF
Capital International Investors
Humankind Benefit Corp - Humankind US Stock ETF
MDYV - SPDR SERIES TRUST - SPDR(R) S & P 400 Mid Cap Value ETF
EQAL - Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF
Trust Co Of Vermont
SUPP - Engine No. 1 ETF Trust - Engine No. 1 Transform Supply Chain ETF
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
MDPIX - Profunds - Mid-cap Profund Investor Class
Interval Partners, LP
Jupiter Asset Management Ltd
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Compagnie Lombard Odier SCmA
PRF - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1000 ETF
SCHX - SCHWAB STRATEGIC TRUST - Schwab U.S. Large-Cap ETF
True Wealth Design, LLC
Comerica Bank
Eastern Bank
SPMD - SPDR SERIES TRUST - SPDR(R) Portfolio Mid Cap ETF
Corbyn Investment Management Inc/md
Parkside Financial Bank & Trust
Fmr Llc
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
TSME - Thrivent ETF Trust - Thrivent Small-Mid Cap ESG ETF
Scopus Asset Management, L.p.
LCIAX - Sei Institutional Investments Trust - Siit Large Cap Index Fund - Class A
BUFSX - BUFFALO FUNDS - Buffalo Small Cap Fund Investor Class
Liontrust Investment Partners LLP
VTMFX - VANGUARD TAX-MANAGED FUNDS - Vanguard Tax-Managed Balanced Fund Admiral Shares
BNGLX - Ubs Funds - Ubs Global Allocation Fund Class A
Pathstone Holdings, LLC
Geode Capital Management, Llc
VINAX - VANGUARD WORLD FUND - Vanguard Industrials Index Fund Admiral Shares
California State Teachers Retirement System
GVIZX - GuideStone Funds - Value Equity Index Fund Investor
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
AQWA - Global X Funds - Global X Clean Water ETF
PQCCX - PRUDENTIAL INVESTMENT PORTFOLIOS 2 - PGIM QMA Mid-Cap Core Equity Fund Class R6
Bamco Inc /ny/
QRPNX - AQR Funds - AQR Alternative Risk Premia Fund Class N
OHIO NATIONAL FUND INC - ON S&P MidCap 400® Index Portfolio
JNL SERIES TRUST - JNL/Mellon Industrials Sector Fund (A)
WWMCX - Ultimus Managers Trust - WESTWOOD QUALITY MIDCAP FUND INSTITUTIONAL SHARES
Vision Capital Management, Inc.
Federation des caisses Desjardins du Quebec
Exencial Wealth Advisors, Llc
AQMIX - AQR Funds - AQR Managed Futures Strategy Fund Class I
Edgestream Partners, L.P.
Harbour Investments, Inc.
DSTL - ETF Series Solutions - Distillate U.S. Fundamental Stability & Value ETF
Blume Capital Management, Inc.
Standard Life Aberdeen plc
Treasurer of the State of North Carolina
Dempze Nancy E
Thurston, Springer, Miller, Herd & Titak, Inc.
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
SPECX - ALGER FUNDS II - Alger Spectra Fund Class A
VMACX - VIRTUS EQUITY TRUST - Virtus KAR Mid-Cap Core Fund Class A
EQ ADVISORS TRUST - EQ/Mid Cap Index Portfolio Class IB
GFSYX - GuideStone Funds - Strategic Alternatives Fund Institutional
THRIVENT SERIES FUND INC - Thrivent All Cap Portfolio Class A
Alliancebernstein L.p.
GAMMA Investing LLC
MAINSTAY VP FUNDS TRUST - MainStay VP MacKay Common Stock Portfolio Initial Class
Citigroup Inc
Public Employees Retirement System Of Ohio
Texas Permanent School Fund
Mitsubishi UFJ Trust & Banking Corp
Ameritas Investment Partners, Inc.
Invesco Ltd.
Ci Investments Inc.
Brave Asset Management Inc
BlackRock Variable Series Funds, Inc. - BlackRock Advantage U.S. Total Market V.I. Fund Class I
Universal- Beteiligungs- und Servicegesellschaft mbH
Hemington Wealth Management
Creative Financial Designs Inc /adv
Nordea Investment Management Ab
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
JHMM - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Mid Cap ETF
Yousif Capital Management, Llc
Quaker Wealth Management, LLC
Syon Capital Llc
AVLV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Large Cap Value ETF
New York State Teachers Retirement System
PACIFIC SELECT FUND - PD Mid-Cap Index Portfolio Class P
HighTower Advisors, LLC
JHML - John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Large Cap ETF
Fifth Third Wealth Advisors LLC
BBGLX - Bridge Builder Trust - Bridge Builder Large Cap Growth Fund
Lansforsakringar Fondforvaltning AB (publ)
Robeco Schweiz AG
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
Teacher Retirement System Of Texas
Squarepoint Ops LLC
Abn Amro Investment Solutions
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main
Isthmus Partners, Llc
PPSFX - PRINCIPAL FUNDS, INC. - LargeCap Value Fund III R-3
Hudson Bay Capital Management LP
Sei Investments Co
PAVE - Global X Funds - Global X U.S. Infrastructure Development ETF
NTIAX - COLUMBIA FUNDS SERIES TRUST - Columbia Mid Cap Index Fund Class A
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
MMBUX - MASSMUTUAL SELECT FUNDS - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I
PASIX - PACE SELECT ADVISORS TRUST - PACE Alternative Strategies Investments Class A
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
FTKI - FIRST TRUST EXCHANGE-TRADED FUND VI - First Trust Small Cap BuyWrite Income ETF
B. Metzler seel. Sohn & Co. AG
Headlands Technologies LLC
REDWX - Aspiration Funds - Aspiration Redwood Fund
CMJAX - Calvert Responsible Index Series, Inc. - Calvert US Mid-Cap Core Responsible Index Fund Class A
California Public Employees Retirement System
XHB - SPDR SERIES TRUST - SPDR(R) S&P(R) Homebuilders ETF
THMAX - THRIVENT MUTUAL FUNDS - Thrivent Moderate Allocation Fund Class A
Peregrine Capital Management Llc
MFADX - Total Fund Solution - Cromwell Marketfield L/S Fund Investor Class
TRDFX - STEWARD FUNDS, INC. - Steward Small-Mid Cap Enhanced Index Fund Class A
Novem Group
ESGMX - Natixis Funds Trust I - Mirova Global Sustainable Equity Fund Class A
Janus Henderson Group Plc
Td Asset Management Inc
Diversify Advisory Services, LLC
JSMD - Janus Detroit Street Trust - Janus Henderson Small/Mid Cap Growth Alpha ETF
Versant Capital Management, Inc
Steward Partners Investment Advisory, Llc
Capital World Investors
EQ ADVISORS TRUST - EQ/Large Cap Value Index Portfolio Class IB
Parallel Advisors, LLC
Stifel Financial Corp
SFYX - Tidal ETF Trust - SoFi Next 500 ETF
Adage Capital Partners Gp, L.l.c.
IWV - iSHARES TRUST - iShares Russell 3000 ETF
SDVD - FIRST TRUST EXCHANGE-TRADED FUND IV - FT Vest SMID Rising Dividend Achievers Target Income ETF
Kayne Anderson Rudnick Investment Management Llc
L2 Asset Management, LLC
Epoch Investment Partners, Inc.
WGGNX - WILLIAM BLAIR FUNDS - William Blair Global Leaders Fund Class N
Mariner, LLC
SWMCX - SCHWAB CAPITAL TRUST - Schwab U.S. Mid-Cap Index Fund
Savant Capital, LLC
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
IYJ - iSHARES TRUST - iShares U.S. Industrials ETF
FVHKV - Variable Insurance Products Fund VI - Hedged Equity Portfolio Service Class
SJS Investment Consulting Inc.
Cramer Rosenthal Mcglynn Llc
IYY - iSHARES TRUST - iShares Dow Jones U.S. ETF
1832 Asset Management L.P.
Maryland State Retirement & Pension System
Farmers & Merchants Investments Inc
Geneos Wealth Management Inc.
South Dakota Investment Council
FLAPX - FIDELITY SALEM STREET TRUST - Fidelity Flex Mid Cap Index Fund
Loomis Sayles & Co L P
EAASX - EATON VANCE GROWTH TRUST - Eaton Vance Atlanta Capital SMID-Cap Fund Class A
DEUTSCHE DWS VARIABLE SERIES II - DWS Small Mid Cap Value VIP Class A
JustInvest LLC
BI Asset Management Fondsmaeglerselskab A/S
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Small Cap Growth Portfolio Institutional Class
Wolverine Trading, Llc
Bank Julius Baer & Co. Ltd, Zurich
Pier Capital, LLC
IMA Wealth, Inc.
AIA Group Ltd
ArrowMark Colorado Holdings LLC
ILCG - iSHARES TRUST - iShares Morningstar Large-Cap Growth ETF
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Dimensional Fund Advisors Lp
BBMIX - BBH Trust - BBH Select Series - Mid Cap Fund Class I Shares
Vega Investment Solutions
SILVER OAK SECURITIES, Inc
Duff & Phelps Investment Management Co
Simon Quick Advisors, Llc
Ronald Blue Trust, Inc.
Bank of New York Mellon Corp
Td Private Client Wealth Llc
CVMC - Morgan Stanley ETF Trust - Calvert US Mid-Cap Core Responsible Index ETF
Bell Investment Advisors, Inc
High Note Wealth, LLC
IFRA - iSHARES TRUST - iShares U.S. Infrastructure ETF
Northern Trust Corp
J. Safra Sarasin Holding AG
FSGS - FIRST TRUST EXCHANGE-TRADED FUND VI - Small Cap US Equity Select ETF
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
FNDB - SCHWAB STRATEGIC TRUST - Schwab Fundamental U.S. Broad Market Index ETF
JNL SERIES TRUST - JNL Mid Cap Index Fund (I)
Independent Advisor Alliance
Aegon Asset Management Uk Plc
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
SNXFX - SCHWAB INVESTMENTS - Schwab 1000 Index Fund
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.
Jones Financial Companies Lllp
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
GMXAX - NATIONWIDE MUTUAL FUNDS - Nationwide Mid Cap Market Index Fund Class A
AVMV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Mid Cap Value ETF
MPSIX - PRINCIPAL FUNDS, INC. - MidCap S&P 400 Index Fund Institutional Class
SMMD - iSHARES TRUST - iShares Russell 2500 ETF
QLFIX - AQR Funds - AQR LSE Fusion Fund Class I
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
ELCO Management Co., LLC
ESGV - VANGUARD WORLD FUND - Vanguard ESG U.S. Stock ETF ETF Shares
SWLGX - SCHWAB CAPITAL TRUST - Schwab U.S. Large-Cap Growth Index Fund
Whittier Trust Co Of Nevada Inc
QMID - WisdomTree Trust - WisdomTree U.S. MidCap Quality Growth Fund
FAB - FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND - First Trust Multi Cap Value AlphaDEX Fund
IJH - iSHARES TRUST - iShares Core S&P Mid-Cap ETF
Ballentine Partners, LLC
QMHIX - AQR Funds - AQR Managed Futures Strategy HV Fund Class I
MASTER INVESTMENT PORTFOLIO - Large Cap Index Master Portfolio
Marshall & Sterling Wealth Advisors Inc.
IMCG - iSHARES TRUST - iShares Morningstar Mid-Cap Growth ETF
Other Listings
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