SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF - Net Long/Short Value

SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF
US ˙ ARCA ˙ US78468R8530

SPSM / SPDR Series Trust - SPDR Portfolio S&P 600 Small Cap ETF - Net Long/Short Value
Halaman ini menyediakan penilaian bersih long/short untuk setiap pegangan institusi yang dilaporkan melalui pemfailan 13F atau NPORT. Untuk mengira nilai bersih long/short, kami menambah nilai ekuiti pada nilai opsyen beli dan menolak nilai opsyen jual. Dana yang melaporkan kedudukan pinjaman jual singkat akan melaporkan nilai ekuiti sebagai negatif. Posisi beli bersih akan mempunyai nombor positif dalam lajur bersih long/short, dan posisi singkat jual bersih akan mempunyai nilai negatif dalam lajur tersebut.
Pemilik Nilai Ekuiti
($1000)
Nilai Call
($1000)
Nilai Put
($1000)
Long/Short Bersih
($1000)
Sandy Cove Advisors, LLC
JDM Financial Group LLC
Surience Private Wealth Llc
Scarborough Advisors, LLC
CSM Advisors, LLC
Park Avenue Securities Llc
American Investment Services, Inc.
Envestnet Asset Management Inc
Johnson Investment Counsel Inc
626 Financial, LLC
Carr Financial Group Corp
Fidelity D & D Bancorp Inc
Stock Yards Bank & Trust Co
High Falls Advisors, Inc
SOL Capital Management CO
Russell Investments Group, Ltd.
Resonant Capital Advisors, LLC
Arcadia Investment Management Corp/mi
Outlook Wealth Advisors, LLC
Horizon Wealth Management, LLC
Sequoia Financial Advisors, LLC
Private Trust Co Na
Brown Miller Wealth Management, LLC
Capital Advisory Group Advisory Services, LLC
Bradley Foster & Sargent Inc/ct
Harmony Asset Management Llc
UNIVEST FINANCIAL Corp
Morgan Stanley
VisionPoint Advisory Group, LLC
Smartleaf Asset Management LLC
Warren Street Wealth Advisors, LLC
Noesis Capital Mangement Corp
Pacitti Group Inc.
Charter Research & Investment Group, Inc.
Flynn Zito Capital Management, Llc
IMA Wealth, Inc.
Nottingham Advisors, Inc.
PAX Financial Group, LLC
EPG Wealth Management LLC
Atria Wealth Solutions, Inc.
Olympus Wealth Management, Llc
Prime Capital Investment Advisors, LLC
Apexium Financial, Lp
S.A. Mason LLC
Anfield Capital Management, LLC
Northern Lights Variable Trust - TOPS Moderate Growth ETF Portfolio Class 1 shares
Apella Capital, LLC
Sunpointe, LLC
Founders Financial Alliance, LLC
May Barnhard Investments LLC
Binnacle Investments Inc
D.a. Davidson & Co.
Whittier Trust Co Of Nevada Inc
Salomon & Ludwin, LLC
Focus Financial Network, Inc.
DDFG, Inc
Cfm Wealth Partners Llc
Redwood Financial Network Corp
Richard W. Paul & Associates, LLC
HHM Wealth Advisors, LLC
Prospera Financial Services Inc
Red Tortoise LLC
REAP Financial Group, LLC
Symphony Financial, Ltd. Co.
AE Wealth Management LLC
Alesco Advisors Llc
Iron Horse Wealth Management, LLC
Ameritas Advisory Services, LLC
SkyOak Wealth, LLC
Private Advisor Group, LLC
Bnp Paribas Arbitrage, Sa
Narus Financial Partners, LLC
Eldridge Investment Advisors, Inc.
Precision Wealth Strategies, LLC
MSTSX - Morningstar Funds Trust - Morningstar Unconstrained Allocation Fund
Morningstar Investment Management LLC
Courier Capital Llc
Nwam Llc
Spectrum Planning & Advisory Services Inc.
CoreCap Advisors, LLC
Murphy & Mullick Capital Management Corp
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Exchange Traded Concepts, Llc
Denver Wealth Management, Inc.
Drucker Wealth 3.0, LLC
Towercrest Capital Management
SRS Capital Advisors, Inc.
RMB Capital Management, LLC
Cornerstone Advisors Asset Management, Inc
Flagship Harbor Advisors, Llc
Synergy Investment Management, LLC
Ausdal Financial Partners, Inc.
Islay Capital Management, Llc
Keystone Financial Group
Ameriprise Financial Inc
Atlantic Union Bankshares Corp
Barnes Dennig Private Wealth Management LLC
Goldman Sachs Group Inc
Wiley Bros.-aintree Capital, Llc
Perennial Investment Advisors, LLC
Transamerica Financial Advisors, Inc.
Blair William & Co/il
Citadel Advisors Llc
RFG Advisory, LLC
Elgethun Capital Management
Townsend Asset Management Corp /nc/ /adv
Zrc Wealth Management, Llc
Qube Research & Technologies Ltd
Deutsche Bank Ag\
AlphaStar Capital Management, LLC
Orion Portfolio Solutions, LLC
Patriot Financial Group Insurance Agency, LLC
Nicolet Advisory Services, Llc
Shum Financial Group, Inc.
Collaborative Wealth Managment Inc.
Arete Wealth Advisors, LLC
UBS Group AG
Toroso Investments, LLC
Arlington Trust Co LLC
Td Private Client Wealth Llc
Naples Global Advisors, Llc
Capital Advisors, Ltd. LLC
Strategic Financial Planning, Inc.
Thrivent Financial For Lutherans
Wealthcare Capital Partners, LLC
Copia Wealth Management
Wealth Enhancement Advisory Services, Llc
Townsquare Capital Llc
Duncan Williams Asset Management, LLC
Joseph Group Capital Management
Mbb Public Markets I Llc
MeadowBrook Investment Advisors LLC
Bristlecone Advisors, LLC
Regal Investment Advisors LLC
Taylor, Cottrill, Erickson & Associates, Inc.
Altfest L J & Co Inc
North Ridge Wealth Advisors, Inc.
GM Advisory Group, Inc.
Signaturefd, Llc
Leicht Financial Planning & Wealth Management, Inc.
First Heartland Consultants, Inc.
First Trust Advisors Lp
Wealthcare Capital Management Llc
Kestra Private Wealth Services, Llc
Plante Moran Financial Advisors, LLC
MFA Wealth Services
Adams Wealth Management
American Trust
Csenge Advisory Group
Continental Investors Services, Inc.
Hm Payson & Co
Boston Standard Wealth Management, LLC
Spire Wealth Management
Stratos Wealth Advisors, LLC
Northern Lights Variable Trust - TOPS Growth ETF Portfolio Class 2 shares
Mayport, Llc
Kathleen S. Wright Associates Inc.
Glenview Trust Co
Comerica Bank
MAI Capital Management
Tortoise Investment Management, LLC
Mitsubishi UFJ Asset Management (UK) Ltd.
Baird Financial Group, Inc.
Financial Network Wealth Management LLC
Liberty Square Wealth Partners Llc
Optimist Retirement Group LLC
Lunt Capital Management, Inc.
Jackson, Grant Investment Advisers, Inc.
Alliance Wealth Management Group
Private Wealth Group, LLC
Cypress Financial Planning Llc
TFG Advisers LLC
Fusion Family Wealth LLC
Advisor Group Holdings, Inc.
Pecaut & Co.
Beaumont Financial Advisors, LLC
Indie Asset Partners, LLC
BlackRock, Inc.
Garden State Investment Advisory Services LLC
ERn Financial, LLC
Woodmont Investment Counsel Llc
POM Investment Strategies, LLC
MBE Wealth Management, LLC
Comprehensive Money Management Services LLC
Ballast Advisors Llc
Kozak & Associates, Inc.
Barrett & Company, Inc.
Bank of Marin
Smithfield Trust Co
Mml Investors Services, Llc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Global Tactical Allocation Managed Volatility Fund Standard Class
Lifeworks Advisors, LLC
Summit Global Investments
NovaPoint Capital, LLC
Talon Private Wealth, LLC
WealthPLAN Partners, LLC
Iams Wealth Management, Llc
Atomi Financial Group, Inc.
Financial Network Wealth Advisors LLC
RVW Wealth, LLC
Horizon Investments, LLC
Twin Peaks Wealth Advisors, LLC
O'shaughnessy Asset Management, Llc
Sandy Spring Bank
MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class
Vantage Investment Partners, LLC
Tandem Investment Partners LLC
Mutual Advisors, LLC
GWM Advisors LLC
Chicago Partners Investment Group LLC
Pensionmark Financial Group, Llc
Leslie Global Wealth, LLC
Mjp Associates Inc /adv
Private Advisory Group LLC
Stanich Group LLC
NORTHWESTERN MUTUAL SERIES FUND INC - Asset Allocation Portfolio
VCI Wealth Management LLC
SJS Investment Consulting Inc.
Mascagni Wealth Management, Inc.
Parcion Private Wealth LLC
BCGM Wealth Management, LLC
National Wealth Management Group, LLC
Beacon Pointe Advisors, LLC
Waller Financial Planning Group, Inc
Savvy Advisors, Inc.
Meridian Wealth Management, LLC
Claro Advisors LLC
Gateway Wealth Partners, LLC
Compass Wealth Management LLC
WFA Asset Management Corp
Northern Lights Variable Trust - TOPS Managed Risk Balanced ETF Portfolio Class 2 shares
Northern Lights Variable Trust - TOPS Balanced ETF Portfolio Class 1 shares
Marmo Financial Group, LLC
Sterling Group Wealth Management, LLC
Jones Financial Companies Lllp
Impact Partnership Wealth, LLC
Landmark Wealth Management, Inc.
Columbia River Financial Group, LLC
Strategic Wealth Partners, Ltd.
Raleigh Capital Management Inc.
Us Financial Advisors, Llc
Financial Freedom, LLC
PSI Advisors, LLC
VestGen Advisors, LLC
Stifel Financial Corp
NORTHWESTERN MUTUAL SERIES FUND INC - Balanced Portfolio
Evergreen Capital Management Llc
Vicus Capital
E&G Advisors, LP
SilverOak Wealth Management LLC
MBM Wealth Consultants, LLC
Fortitude Family Office, LLC
Sei Investments Co
Aptus Capital Advisors, LLC
Stonehaven Wealth & Tax Solutions, Llc
Sterling Wealth Management, Inc.
Mount Yale Investment Advisors, LLC
Centricity Wealth Management, LLC
Latitude Advisors, LLC
Gilman Hill Asset Management, LLC
Morningstar Investment Services LLC
Whalerock Point Partners, Llc
49 Wealth Management, Llc
Welch & Forbes Llc
Avantax Advisory Services, Inc.
Mystic Asset Management, Inc.
Peterson Wealth Advisors, LLC
Northern Trust Corp
Shepherd Financial Partners LLC
Cornerstone Planning Group LLC
Crews Bank & Trust
Citigroup Inc
McGuire Investment Group, LLC
Marathon Strategic Advisors, LLC
Idaho Trust Bank
Worth Financial Advisory Group, LLC
Hughes Financial Services, LLC
Financial Advocates Investment Management
Verdence Capital Advisors LLC
Keener Financial Planning LLC
Grimes & Company, Inc.
Argent Trust Co
Tower Research Capital LLC (TRC)
Second Line Capital, LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Commonwealth Equity Services, Llc
Bill Few Associates, Inc.
Private Wealth Asset Management, LLC
Independence Bank of Kentucky
Montag A & Associates Inc
IFG Advisors, LLC
Tudor Investment Corp Et Al
EverSource Wealth Advisors, LLC
Pacifica Partners Inc.
Voisard Asset Management Group, Inc.
Paulson Wealth Management Inc.
Crestwood Advisors Group LLC
EP Wealth Advisors, Inc.
Colonial River Wealth Management, LLC
Arkadios Wealth Advisors
Deltec Asset Management Llc
TD Capital Management LLC
Cornerstone Wealth Management, LLC
Sunflower Bank, N.A.
Atticus Wealth Management, Llc
TKG Advisors, LLC
Apeiron RIA LLC
Tsfg, Llc
Horizons Wealth Management
Seros Financial, LLC
Summit Trail Advisors, Llc
Bogart Wealth, LLC
BankPlus Trust Department
Atlantic Private Wealth, LLC
GPS Wealth Strategies Group, LLC
Aqr Capital Management Llc
Meridian Financial, LLC
Gts Securities Llc
Redwood Park Advisors LLC
Patriot Investment Management Inc.
Defined Wealth Management, Llc
Mercer Global Advisors Inc /adv
Aldebaran Financial Inc.
Keel Point, LLC
RMR Wealth Builders
Sapient Capital Llc
Cwm, Llc
Independent Advisor Alliance
IFP Advisors, Inc
Sowell Financial Services LLC
Stablepoint Partners, LLC
Graypoint LLC
Annis Gardner Whiting Capital Advisors, LLC
Richard Bernstein Advisors LLC
Gerber Kawasaki Wealth & Investment Management
CENTRAL TRUST Co
Kavar Capital Partners Group, Llc
Vivaldi Capital Management, LLC
Avidian Wealth Solutions, LLC
Flaharty Asset Management, LLC
Stadion Money Management, LLC
Pinnacle Wealth Management, LLC
Sunburst Financial Group, LLC
Money Concepts Capital Corp
Elios Financial Group Inc.
Vise Technologies, Inc.
Sebold Capital Management, Inc.
Dorsey & Whitney Trust CO LLC
Brown Brothers Harriman & Co
Chapman Financial Group, Llc
Advisory Services Network, LLC
Janney Montgomery Scott LLC
Snowden Capital Advisors LLC
Newbridge Financial Services Group, Inc.
Franklin Resources Inc
WPG Advisers, LLC
Sound Income Strategies, LLC
Tidal Trust II - Tactical Advantage ETF
Parallel Advisors, LLC
Templeton & Phillips Capital Management, LLC
Cerity Partners LLC
Fortis Group Advisors, LLC
G&S Capital LLC
Moors & Cabot, Inc.
Valpey Financial Services, LLC
Sage Financial Management Group, Inc.
Belpointe Asset Management LLC
Center for Financial Planning, Inc.
McClarren Financial Advisors, Inc.
Cary Street Partners Financial Llc
Coordinated Financial Services, Inc.
Jpmorgan Chase & Co
IHT Wealth Management, LLC
Northern Lights Variable Trust - TOPS Managed Risk Moderate Growth ETF Portfolio Class 1 shares
Keybank National Association/oh
Atria Investments Llc
Foguth Wealth Management, LLC.
WCG Wealth Advisors LLC
Values Added Financial LLC
Colonial Trust Co / SC
GW&K Investment Management, LLC
Moneywise, Inc.
Hancock Prospecting Pty Ltd
Evolution Wealth Management Inc.
AllSquare Wealth Management LLC
XTX Topco Ltd
Truvestments Capital Llc
Horan Securities, Inc.
Guidance Capital, Inc
Fulton Bank, N.a.
Burt Wealth Advisors
Colony Group, LLC
Affinity Capital Advisors, LLC
Ancora Advisors, LLC
Berkshire Asset Management Llc/pa
Stephens Inc /ar/
Cullen/frost Bankers, Inc.
Professional Financial Advisors, LLC
Clifford Swan Investment Counsel Llc
Change Path, LLC
North Star Asset Management Inc
McKinley Carter Wealth Services, Inc.
CBIZ Investment Advisory Services, LLC
Accredited Wealth Management, LLC
We Are One Seven, LLC
North Star Investment Management Corp.
Stone Point Wealth LLC
Obermeyer Wood Investment Counsel, Lllp
Lee-Kelleher Wealth Management
Quantinno Capital Management LP
Oarsman Capital, Inc.
Steward Partners Investment Advisory, Llc
Sovran Advisors, LLC
Laurel Wealth Advisors LLC
Abound Financial, Llc
October Effect Ltd
Charles Schwab Investment Management Inc
Brio Consultants, LLC
Quest 10 Wealth Builders, Inc.
Bank Of America Corp /de/
Captrust Financial Advisors
MJT & Associates Financial Advisory Group, Inc.
CFS Investment Advisory Services, LLC
StoneX Group Inc.
Strategic Financial Concepts, LLC
McIlrath & Eck, LLC
Bedel Financial Consulting, Inc.
Arkansas Financial Group, Inc.
Tradewinds Capital Management, LLC
FF Advisors,LLC
Glen Eagle Advisors, LLC
Retirement Planning Group
Kestra Advisory Services, LLC
Windsor Capital Management, LLC
United Advisor Group, LLC
Kingswood Wealth Advisors, Llc
Oppenheimer & Co Inc
Glenmede Investment Management, LP
Larson Financial Group LLC
Sage Mountain Advisors LLC
Securian Asset Management, Inc
Advance Capital Management, Inc.
Cliftonlarsonallen Wealth Advisors, Llc
Hartland & Co., LLC
Syon Capital Llc
Beckerman Institutional, LLC
Atwood & Palmer Inc
Creekmur Asset Management LLC
Ameriflex Group, Inc.
Northern Lights Variable Trust - TOPS Conservative ETF Portfolio Class 1 shares
Trinity Wealth Management, LLC
Hantz Financial Services, Inc.
Crescent Grove Advisors, LLC
Hudson Valley Investment Advisors Inc /adv
Keeler & Nadler Financial Planning & Wealth Management
Pnc Financial Services Group, Inc.
Cvfg Llc
Koss-Olinger Consulting, LLC
Sterling Investment Advisors, Ltd.
SOA Wealth Advisors, LLC.
Opulen Financial Group LLC
Jfs Wealth Advisors, Llc
JNBA Financial Advisors
Cyndeo Wealth Partners, LLC
RMR Capital Management, LLC
Axxcess Wealth Management, Llc
ORG Wealth Partners, LLC
Maia Wealth LLC
Mid-American Wealth Advisory Group, Inc.
Old Second National Bank Of Aurora
ARS Investment Partners, LLC
Seeds Investor Llc
Corrigan Financial, Inc.
Caitlin John, LLC
Sherman Asset Management, Inc.
Fmr Llc
Truist Financial Corp
Gotham Asset Management, LLC
DHK Financial Advisors, Inc.
Baltimore-Washington Financial Advisors, Inc.
Midwest Trust Co
Webster Bank, N. A.
Coordinated Financial Services, Inc./CO
IMG Wealth Management, Inc.
Creative Financial Designs Inc /adv
Ground Swell Capital, LLC
Mengis Capital Management, Inc.
Strategic Blueprint, LLC
Spinnaker Trust
Wulff, Hansen & Co.
CacheTech Inc.
St Germain D J Co Inc
Summit Wealth Group Llc / Co
NewSquare Capital LLC
Western Wealth Management, LLC
Tilson Financial Group, Inc.
Northwestern Mutual Wealth Management Co
Atlas Private Wealth Advisors
Seaside Wealth Management, Inc.
Titleist Asset Management, Llc
Flow Traders U.s. Llc
Northeast Financial Consultants Inc
BCS Wealth Management
Kohmann Bosshard Financial Services, LLC
Municipal Employees' Retirement System of Michigan
Good Life Advisors, LLC
Caliber Wealth Management, LLC / KS
Great Valley Advisor Group, Inc.
Northern Lights Variable Trust - TOPS Managed Risk Growth ETF Portfolio Class 1 shares
Sovereign Financial Group, Inc.
Global Financial Private Client, LLC
Semitam Bonam Llc
Range Financial Group LLC
Balboa Wealth Partners
SCS Capital Management LLC
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Trilogy Capital Inc.
Integrated Wealth Concepts LLC
Cape Investment Advisory, Inc.
Parkside Financial Bank & Trust
Montis Financial, LLC
Harbor Investment Advisory, Llc
Bank Of Montreal /can/
PFG Advisors
Richardson Financial Services Inc.
Destiny Capital Corp/CO
Wrapmanager Inc
Lockerman Financial Group, Inc.
Brinker Capital Investments, LLC
Forefront Wealth Partners, LLC
Vertex Planning Partners, LLC
Marshall & Sterling Wealth Advisors Inc.
Berkeley Capital Partners, LLC
Continuum Advisory, LLC
Evermay Wealth Management Llc
Helen Stephens Group, LLC
Evernest Financial Advisors, LLC
Adamsbrown Wealth Consultants Llc
Cape Cod Five Cents Savings Bank
Orion Capital Management LLC
Barnes Pettey Financial Advisors, Llc
Warren Averett Asset Management, LLC
HFM Investment Advisors, LLC
Wealth Advisory Solutions, LLC
First Command Advisory Services, Inc.
Prosperity Consulting Group, LLC
Northern Lights Variable Trust - TOPS Managed Risk Flex ETF Portfolio
KWB Wealth
Whittier Trust Co
Global Strategic Investment Solutions, LLC
QAI - IndexIQ ETF Trust - IQ Hedge Multi-Strategy Tracker ETF
MidAtlantic Capital Management, Inc.
Hopwood Financial Services, Inc.
Acropolis Investment Management, LLC
Benjamin Edwards Inc
WNY Asset Management, LLC
Venturi Wealth Management, LLC
Keudell/Morrison Wealth Management
Kovitz Investment Group Partners, LLC
Huntington National Bank
Prairie Sky Financial Group LLC
Brown Financial Advisory
Silverlake Wealth Management Llc
IAG Wealth Partners, LLC
Bartlett & Co. Wealth Management Llc
Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Stegent Equity Advisors, Inc.
Hilltop Holdings Inc.
Diversify Wealth Management, Llc
Stratos Wealth Partners, LTD.
Jacobi Capital Management LLC
Global Retirement Partners, LLC
Rehmann Capital Advisory Group
NorthRock Partners, LLC
Montz Harcus Wealth Management LLC
Elite Financial, Inc.
SILVER OAK SECURITIES, Inc
Gladstone Institutional Advisory LLC
IFG Advisory, LLC
Decker Retirement Planning Inc.
ACT Advisors, LLC.
Tennessee Valley Asset Management Partners
Acorn Wealth Advisors, LLC
Oakwell Private Wealth Management, LLC
Trust Co Of Toledo Na /oh/
Guardian Wealth Advisors, Llc / Nc
Woodside Wealth Management LLC
Hazlett, Burt & Watson, Inc.
Anchor Investment Management, LLC
Acas, Llc
Verus Capital Partners, Llc
Global Wealth Strategies & Associates
Fund Evaluation Group, LLC
Apollon Wealth Management, LLC
Nbc Securities, Inc.
Simplicity Wealth,LLC
Ronald Blue Trust, Inc.
Financial Engines Advisors L.L.C.
CIBC Private Wealth Group, LLC
Westside Investment Management, Inc.
Summit Financial, LLC
Rothschild Investment Llc
Rialto Wealth Management, LLC
Davies Financial Advisors, Inc.
AF Advisors, Inc.
Synovus Financial Corp
Garrett Investment Advisors LLC
Centennial Bank/AR/
Cypress Capital Management LLC (WY)
High Probability Advisors, LLC
Wealth Advisors of Iowa, LLC
Sentinel Pension Advisors Inc
Intrua Financial, LLC
Armbruster Capital Management, Inc.
Johnson Financial Group, Inc.
Cranbrook Wealth Management, LLC
Financial Management Network Inc
Van Den Berg Management I, Inc
Syntegra Private Wealth Group, LLC
Citizens Financial Group Inc/ri
Farther Finance Advisors, LLC
AdvisorNet Financial, Inc
Louisiana State Employees Retirement System
Emerald Investment Partners, Llc
Lido Advisors, LLC
Modern Wealth Management, LLC
Mason Street Advisors, Llc
Jaffetilchin Investment Partners, LLC
Community Bank, N.A.
Envestnet Portfolio Solutions, Inc.
Integrity Wealth Solutions LLC
Avantax Planning Partners, Inc.
Disciplined Investors, L.L.C.
Midland Wealth Advisors Llc
Snider Financial Group
Northwest Capital Management Inc
Sumitomo Mitsui Trust Holdings, Inc.
GeoWealth Management, LLC
Northwest Bancshares, Inc.
DHJJ Financial Advisors, Ltd.
PCA Investment Advisory Services Inc.
Collier Financial
Concurrent Investment Advisors, LLC
Guardian Wealth Advisors, LLC
F/M Investments LLC
AlphaCore Capital LLC
BLB&B Advisors, LLC
Texas Permanent School Fund
Scott Marsh Financial, LLC
Level Four Advisory Services, Llc
Dogwood Wealth Management LLC
Orin Green Financial, LLC
Bellwether Advisors, LLC
Betterment LLC
Mariner, LLC
Precedent Wealth Partners, Llc
Koshinski Asset Management, Inc.
Savant Capital, LLC
Asset Management Group, Inc.
Royal Bank Of Canada
21 West Wealth Management LLC
Novus Advisors, Llc
Pure Financial Advisors, Inc.
Lebenthal Global Advisors, LLC
Advisory Alpha, LLC
N.E.W. Advisory Services LLC
Merit Financial Group, LLC
Keebeck Wealth Management, LLC
1620 Investment Advisors, Inc.
Financial Insights, Inc.
Octavia Wealth Advisors, LLC
Compton Financial Group, LLC
Hibernia Wealth Partners, LLC
XY Planning Network, Inc.
New Millennium Group LLC
Intrepid Financial Planning Group LLC
Rockefeller Capital Management L.P.
Rainier Family Wealth Inc
Howe & Rusling Inc
TCTC Holdings, LLC
Bank of New York Mellon Corp
Allen Capital Group, LLC
Pacific Sun Financial Corp
Harbour Investments, Inc.
Monticello Wealth Management, Llc
Millington Financial Advisors, LLC
Financial Synergies Wealth Advisors, Inc.
Integrity Financial Corp /WA
GAL - SSGA Active Trust - SPDR SSGA Global Allocation ETF
Bokf, Na
MGB Wealth Management, LLC
Capital Investment Counsel, Inc
State Street Corp
Essex Savings Bank
Covestor Ltd
Centerpoint Advisors, LLC
Wealth Management Resources, Inc.
McNamara Financial Services, Inc.
Legacy Wealth Managment, LLC/ID
Vermillion Wealth Management, Inc.
Principal Securities, Inc.
Creative Planning
Transcend Wealth Collective, Llc
APCM Wealth Management for Individuals
Goodman Financial Corp
Alliance Wealth Advisors, LLC /UT
American National Bank
Cahaba Wealth Management, Inc.
Angeles Wealth Management, Llc
Swmg, Llc
Capstone Wealth Management Group, Llc
Key FInancial Inc
Moloney Securities Asset Management, LLC
Sentinus, LLC
Hofer & Associates. Inc
RKL Wealth Management LLC
Manhattan West Asset Management, LLC
Diversify Advisory Services, LLC
BIP Wealth, LLC
Investment Planning Advisors, Inc.
Kagan Cocozza Asset Management
Richmond Investment Services, LLC
Modera Wealth Management, LLC
Compass Financial Services Inc
Quaker Wealth Management, LLC
Asset Dedication, LLC
AIFG Consultants Ltd.
Lindbrook Capital, Llc
Ameritas Investment Partners, Inc.
Austin Private Wealth, LLC
Advisor OS, LLC
Capital Investment Advisory Services, LLC
Caldwell Securities, Inc
Fourth Dimension Wealth, LLC
Rossby Financial, LCC
McMill Wealth Management
Exchange Capital Management, Inc.
Red Mountain Financial, LLC
Fifth Third Wealth Advisors LLC
Park Place Capital Corp
Banco Santander, S.A.
Brookstone Capital Management
Baker Tilly Financial, Llc
Colton Groome Financial Advisors, Llc
Shoker Investment Counsel, Inc.
Bernard Wealth Management Corp.
Wealthcare Advisory Partners LLC
Nikulski Financial, Inc.
Thoroughbred Financial Services, Llc
HighTower Advisors, LLC
Financial Security Advisor, Inc.
National Asset Management, Inc.
Laraway Financial Inc
Retirement Planning Co of New England, Inc.
Signet Financial Management, Llc
1248 Management, LLC
Annex Advisory Services, LLC
Taylor & Morgan Wealth Management, LLC
Opal Wealth Advisors, LLC
Alta Wealth Advisors LLC
Center For Asset Management LLC
Wells Fargo & Company/mn
Brookwood Investment Group LLC
Wolff Wiese Magana Llc
Bank of Jackson Hole Trust
Kingsview Wealth Management, LLC
Resources Investment Advisors, LLC.
HBW Advisory Services LLC
Thurston, Springer, Miller, Herd & Titak, Inc.
One Day In July LLC
Pathstone Holdings, LLC
Valeo Financial Advisors, LLC
Centaurus Financial, Inc.
Fifth Third Bancorp
International Private Wealth Advisors LLC
American Financial & Tax Strategies Inc
Fsb Premier Wealth Management, Inc.
Ascent Group, LLC
Capital Asset Advisory Services LLC
Perigon Wealth Management, LLC
American Financial Advisors, LLC
Wallace Advisory Group, LLC
Clarus Wealth Advisors
Atlantic Trust, LLC
Spirit Of America Management Corp/ny
Legacy Private Trust Co.
Fingerlakes Wealth Management, Inc.
TPG Financial Advisors, LLC
Breakwater Investment Management
Wbh Advisory Inc
Cetera Investment Advisers
Ironwood Wealth Management, LLC.
Vestia Personal Wealth Advisors
Valmark Advisers, Inc.
Us Bancorp \de\
CI Private Wealth, LLC
Legacy Solutions, Llc
Assetmark, Inc
ATACX - Managed Portfolio Series - ATAC Rotation Fund Investor Class Shares
USAdvisors Wealth Management, LLC
Wambolt & Associates, LLC
Moisand Fitzgerald Tamayo, LLC
Legacy Wealth Management, LLC / MS
J.w. Cole Advisors, Inc.
Butensky & Cohen Financial Security, Inc
Moneta Group Investment Advisors Llc
OneAscent Financial Services LLC
Aspire Private Capital, LLC
Pitcairn Co
Lavaca Capital Llc
Vista Investment Management
Graney & King, LLC
DAVENPORT & Co LLC
Oakworth Capital, Inc.
Dakota Wealth Management
Penobscot Wealth Management
Independent Wealth Network Inc.
Sand Hill Global Advisors, LLC
Aspire Capital Advisors LLC
Gibbs Wealth Management
Carnegie Capital Asset Management, LLC
SFG Wealth Management, LLC.
Sachetta, LLC
Brown Advisory Inc
PrairieView Partners, LLC
Transce3nd, LLC
Golden State Wealth Management, LLC
Napatree Capital Llc
Tyche Wealth Partners LLC
Triumph Capital Management
Roman Butler Fullerton & Co
Paladin Advisory Group, LLC
Ritter Daniher Financial Advisory LLC / DE
Salem Investment Counselors Inc
Legend Financial Advisors, Inc.
Lynch & Associates/in
SBI Securities Co., Ltd.
Knightsbridge Asset Management, Llc
Susquehanna International Group, Llp
Allworth Financial LP
LPL Financial LLC
Cambridge Investment Research Advisors, Inc.
Costello Asset Management, INC
International City Management Association Retirement Corp
Equitable Holdings, Inc.
AGH Wealth Advisors, LLC
Sheaff Brock Investment Advisors, LLC
Portside Wealth Group, LLC
Christopher J. Hasenberg, Inc
Congress Wealth Management LLC / DE /
Bensler, LLC
LexAurum Advisors, LLC
Tidemark, LLC
Abound Wealth Management
Garrett Wealth Advisory Group, LLC
PKS Advisory Services, LLC
Breakwater Capital Group
Coastwise Capital Group, LLC
Axis Wealth Partners, LLC
Fiduciary Group LLC
MONECO Advisors, LLC
Raymond James Financial Inc
River Street Advisors LLC
United Capital Financial Advisers, Llc
Central Pacific Bank - Trust Division
Northern Lights Variable Trust - TOPS Aggressive Growth ETF Portfolio Class 2 shares
Arthur M. Cohen & Associates, Llc
White Pine Capital Llc
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Legacy Investment Solutions, LLC
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Astoria Portfolio Advisors LLC.
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MX:SPSM
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