PGC / Peapack-Gladstone Financial Corporation

PGC / Peapack-Gladstone Financial Corporation - Net Long/Short Value

Halaman ini menyediakan nilai bersih long/short untuk setiap kepemilikan institusional yang dilaporkan melalui pengajuan 13F atau NPORT. Untuk menghitung nilai bersih long/short, kami menambahkan nilai ekuitas ke nilai opsi beli (call option) dan mengurangi nilai opsi jual (put option). Dana yang melaporkan posisi short-borrowed akan melaporkan nilai ekuitas sebagai negatif. Posisi long bersih akan memiliki angka positif di kolom long/short bersih, dan posisi short bersih akan memiliki nilai negatif di kolom tersebut.

Pemilik	Nilai Ekuitas ($1000)	Nilai Panggilan ($1000)	Masukkan Nilai ($1000)	Posisi Long/Short Bersih ($1000)
Gabelli Equity Trust Inc
VFMF - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor ETF ETF Shares
Smartleaf Asset Management LLC
IWO - iSHARES TRUST - iShares Russell 2000 Growth ETF
FISVX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Value Index Fund
VEXMX - VANGUARD INDEX FUNDS - Vanguard Extended Market Index Fund Investor Shares
Hsbc Holdings Plc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Cap Index Fund Standard Class
IJSIX - Voya INVESTORS TRUST - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I
Advisor Group Holdings, Inc.
California State Teachers Retirement System
Simplex Trading, Llc
Parkside Financial Bank & Trust
EQ ADVISORS TRUST - EQ/Morgan Stanley Small Cap Growth Portfolio Class IB
Bank Of America Corp /de/
Jones Financial Companies Lllp
Neuberger Berman Group LLC
RBB FUND, INC. - Adara Smaller Companies Fund
DFSU - Dimensional ETF Trust - Dimensional US Sustainability Core 1 ETF
OMFS - Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco Russell 2000(R) Dynamic Multifactor ETF
Sei Investments Co
VRTIX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Index Fund Institutional Shares
TISBX - TIAA-CREF FUNDS - TIAA-CREF Small-Cap Blend Index Fund Institutional Class
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Social Core Equity 2 Portfolio Shares
DFAS - Dimensional ETF Trust - Dimensional U.S. Small Cap ETF
Victory Capital Management Inc
NSIDX - Northern Funds - Northern Small Cap Index Fund
AVUV - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value ETF
JSCSX - JPMorgan Trust I - JPMorgan U.S. Small Company Fund Class I
GSCYX - GuideStone Funds - SMALL CAP EQUITY FUND Institutional
SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1
True Wealth Design, LLC
Point72 (DIFC) Ltd
MetLife Investment Management, LLC
VFMFX - VANGUARD WELLINGTON FUND - Vanguard U.S. Multifactor Fund Admiral Shares
Spire Wealth Management
VRTTX - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 3000 Index Fund Institutional Shares
Aqr Capital Management Llc
Russell Investments Group, Ltd.
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Company Fund Class I
EverSource Wealth Advisors, LLC
ASMOX - AQR Funds - AQR Small Cap Momentum Style Fund Class I
Salzhauer Michael
Goldman Sachs Group Inc
FZROX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Total Market Index Fund
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
Wellington Management Group Llp
Foster Dykema Cabot & Partners, Llc
SRS Capital Advisors, Inc.
VFAIX - VANGUARD WORLD FUND - Vanguard Financials Index Fund Admiral Shares
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
Gsa Capital Partners Llp
Amalgamated Bank
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
Morgan Stanley
Dfa Investment Dimensions Group Inc - Va U.s. Targeted Value Portfolio
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
FLXSX - FIDELITY SALEM STREET TRUST - Fidelity Flex Small Cap Index Fund
TIEIX - TIAA-CREF FUNDS - TIAA-CREF Equity Index Fund Institutional Class
Rhumbline Advisers
FZIPX - FIDELITY CONCORD STREET TRUST - Fidelity ZERO Extended Market Index Fund
Azora Capital LP
Charles Schwab Investment Management Inc
MMEAX - VICTORY PORTFOLIOS - Victory Integrity Discovery Fund Class A
KCXIX - Advisors' Inner Circle Fund III - Knights of Columbus U.S. All Cap Index Fund I Shares
CFSLX - TRUST FOR PROFESSIONAL MANAGERS - Column Small Cap Fund
QASCX - Federated MDT Series - Federated MDT Small Cap Core Fund Class A Shares
Squarepoint Ops LLC
DGRS - WisdomTree Trust - WisdomTree U.S. SmallCap Quality Dividend Growth Fund N/A
Congress Wealth Management LLC / DE /
PSOPX - JPMORGAN TRUST II - JPMorgan Small Cap Value Fund Class I
LPL Financial LLC
Jump Financial, LLC
DFSCX - Dfa Investment Dimensions Group Inc - U.s. Micro Cap Portfolio - Institutional Class
BBGSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Growth Fund
DFSVX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Value Portfolio - Institutional Class
UWM - PROSHARES TRUST - ProShares Ultra Russell2000
GAMMA Investing LLC
EQ ADVISORS TRUST - 1290 VT GAMCO Small Company Value Portfolio Class IB
DCOR - Dimensional ETF Trust - Dimensional US Core Equity 1 ETF
PACIFIC SELECT FUND - PD Small-Cap Growth Index Portfolio Class P
Bnp Paribas Arbitrage, Sa
BLACKROCK FUNDS - iShares Russell Small/Mid-Cap Index Fund Investor A
EQ ADVISORS TRUST - EQ/Franklin Small Cap Value Managed Volatility Portfolio Class IB
Transcend Wealth Collective, Llc
VVSCX - VALIC Co I - Small Cap Value Fund
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Targeted Value Portfolio Institutional Class
USMIX - USAA MUTUAL FUNDS TRUST - Extended Market Index Fund
Susquehanna Fundamental Investments, Llc
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class
IFP Advisors, Inc
RYRRX - RYDEX SERIES FUNDS - Russell 2000 Fund Class A
Pnc Financial Services Group, Inc.
Brighthouse Funds Trust II - MetLife Russell 2000 Index Portfolio Class A
Susquehanna International Group, Llp
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1
Citadel Advisors Llc
Barclays Plc
Strs Ohio
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
Cacti Asset Management Llc
FCFMX - FIDELITY CONCORD STREET TRUST - Fidelity Series Total Market Index Fund
D. E. Shaw & Co., Inc.
State Street Corp
American Century Companies Inc
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
SMXAX - SEI INSTITUTIONAL INVESTMENTS TRUST - SIIT Extended Market Index Fund - Class A
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
Delta Financial Group, Inc.
Us Bancorp \de\
Steward Partners Investment Advisory, Llc
RYRUX - RYDEX DYNAMIC FUNDS - Russell 2000 2x Strategy Fund A-Class Shares
Ameritas Investment Partners, Inc.
RTSSX - RUSSELL INVESTMENT CO - Tax-Managed U.S. Mid & Small Cap Fund Class S
Spears Abacus Advisors LLC
PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I
TASVX - TARGET PORTFOLIO TRUST - PGIM QMA SMALL-CAP VALUE FUND Class Z
MXLSX - GREAT-WEST FUNDS INC - Great-West Loomis Sayles Small Cap Value Fund Investor Class
First Trust Advisors Lp
Strategic Value Bank Partners LLC
FSCC - Federated Hermes ETF Trust - Federated Hermes MDT Small Cap Core ETF
Point72 Asset Management, L.P.
SUNAMERICA SERIES TRUST - SA Small Cap Index Portfolio Class 1
Occudo Quantitative Strategies Lp
Quantbot Technologies LP
AVSC - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity ETF
Northern Trust Corp
DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Sustainability Core 1 Portfolio Shares
Dimensional Fund Advisors Lp
QABA - FIRST TRUST EXCHANGE-TRADED FUND - First Trust NASDAQ ABA Community Bank Index Fund
HDG - PROSHARES TRUST - ProShares Hedge Replication ETF
Ubs Asset Management Americas Inc
VARIABLE INSURANCE PRODUCTS FUND II - Extended Market Index Portfolio Initial Class
Rafferty Asset Management, LLC
Citigroup Inc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Multi-Manager Small Cap Value Fund Class I
EQ ADVISORS TRUST - EQ/AB Small Cap Growth Portfolio Class IB
SWTSX - SCHWAB CAPITAL TRUST - Schwab Total Stock Market Index Fund
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
Bessemer Group Inc
DFVEX - Dfa Investment Dimensions Group Inc - U.s. Vector Equity Portfolio - Institutional Class
Arrowstreet Capital, Limited Partnership
Alliancebernstein L.p.
IWM - iSHARES TRUST - iShares Russell 2000 ETF
BLACKROCK FUNDS - iShares Total U.S. Stock Market Index Fund Investor A
Peapack Gladstone Financial Corp
Tower Research Capital LLC (TRC)
SCHA - SCHWAB STRATEGIC TRUST - Schwab U.S. Small-Cap ETF
Deutsche Bank Ag\
VCSLX - VALIC Co I - Small Cap Index Fund
VARIABLE INSURANCE PRODUCTS FUND II - Total Market Index Portfolio Initial Class
FNCMX - FIDELITY CONCORD STREET TRUST - Fidelity Nasdaq Composite Index Fund
Cwm, Llc
Bruce G. Allen Investments, LLC
Two Sigma Advisers, Lp
DFSV - Dimensional ETF Trust - Dimensional US Small Cap Value ETF
IWV - iSHARES TRUST - iShares Russell 3000 ETF
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
PEXMX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Extended Equity Market Index Fund
FECGX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Growth Index Fund
Fmr Llc
QCEQRX - COLLEGE RETIREMENT EQUITIES FUND - Equity Index Account Class R1
Vanguard Group Inc
State of New Jersey Common Pension Fund D
Bank of New York Mellon Corp
UBS Group AG
Comerica Bank
VYSVX - Vericimetry Funds - Vericimetry U.S. Small Cap Value Fund
NATIONWIDE MUTUAL FUNDS - Nationwide Fundamental All Cap Equity Portfolio Class R6
Point72 Asia (Singapore) Pte. Ltd.
AVFIX - AMERICAN BEACON FUNDS - American Beacon Small Cap Value Fund Institutional Class
ITWO - PROSHARES TRUST - ProShares Russell 2000 High Income ETF
Price T Rowe Associates Inc /md/
Empowered Funds, LLC
Brighthouse Funds Trust I - JPMorgan Small Cap Value Portfolio Class A
Hartland & Co., LLC
Gamco Investors, Inc. Et Al
Banc Funds Co Llc
MAI Capital Management
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
DFAC - Dimensional ETF Trust - Dimensional U.S. Core Equity 2 ETF
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
MSSM - MORGAN STANLEY PATHWAY FUNDS - Morgan Stanley Pathway Small-Mid Cap Equity ETF
Nisa Investment Advisors, Llc
DFAT - Dimensional ETF Trust - Dimensional U.S. Targeted Value ETF
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
PRFZ - INVESCO EXCHANGE-TRADED FUND TRUST - Invesco FTSE RAFI US 1500 Small-Mid ETF
GSSC - Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF
Great West Life Assurance Co /can/
Janus Henderson Group Plc
AVUVX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Value Fund Institutional Class
GSEQX - Goldman Sachs Trust II - Goldman Sachs Multi-Manager Global Equity Fund Class R6 Shares
Royal Bank Of Canada
Acadian Asset Management Llc
FESM - FIDELITY COVINGTON TRUST - Fidelity Enhanced Small Cap ETF
Rothschild Investment Llc
SG Americas Securities, LLC
PACIFIC SELECT FUND - Small-Cap Value Portfolio Class I
SummerHaven Investment Management, LLC
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
Millennium Management Llc
Brown Advisory Inc
SEASONS SERIES TRUST - SA Multi-Managed Moderate Growth Portfolio Class 1
URTY - PROSHARES TRUST - ProShares UltraPro Russell2000
DEUTSCHE DWS INVESTMENTS VIT FUNDS - DWS Small Cap Index VIP Class A
EQ ADVISORS TRUST - EQ/2000 Managed Volatility Portfolio Class IB
Quantinno Capital Management LP
TRSYX - T. Rowe Price Index Trust, Inc. - T. Rowe Price Small-Cap Index Fund
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
Franklin Resources Inc
Parallel Advisors, LLC
DSMFX - Brinker Capital Destinations Trust - Destinations Small-Mid Cap Equity Fund Class I
Stephens Consulting, LLC
CZMSX - COLUMBIA FUNDS SERIES TRUST I - Multi-Manager Small Cap Equity Strategies Fund Institutional Class
Jpmorgan Chase & Co
Engineers Gate Manager LP
SLPIX - Profunds - Small-cap Profund Investor Class
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
EQ ADVISORS TRUST - 1290 VT Small Cap Value Portfolio Class IB
Trexquant Investment LP
BlackRock, Inc.
Mendon Capital Advisors Corp
HWVIX - HOTCHKIS & WILEY FUNDS /DE/ - Hotchkis & Wiley Small Cap Diversified Value Fund Class I
Ameriprise Financial Inc
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
AVSBX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Small Cap Equity Fund G Class
BPSIX - RBB FUND, INC. - Boston Partners Small Cap Value Fund II INSTITUTIONAL
Federated Hermes, Inc.
DFUS - Dimensional ETF Trust - Dimensional U.S. Equity ETF
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
VFVA - VANGUARD WELLINGTON FUND - Vanguard U.S. Value Factor ETF ETF Shares
Zurcher Kantonalbank (Zurich Cantonalbank)
RSSL - Global X Funds - Global X Russell 2000 ETF
Bridgeway Capital Management Inc
DFFVX - DFA INVESTMENT DIMENSIONS GROUP INC - U.S. Targeted Value Portfolio - Institutional Class
TMVAX - RBC FUNDS TRUST - RBC Microcap Value Fund A Shares
Farther Finance Advisors, LLC
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
BBVSX - Bridge Builder Trust - Bridge Builder Small/Mid Cap Value Fund
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP SSGA Small-Mid Cap 200 Fund Standard Class
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
Public Employees Retirement Association Of Colorado
Jane Street Group, Llc
New York State Common Retirement Fund
WSML - iSHARES TRUST - iShares MSCI World Small-Cap ETF
IRSIX - Voya VARIABLE PORTFOLIOS INC - Voya RussellTM Small Cap Index Portfolio Class ADV
UAPIX - Profunds - Ultrasmall-cap Profund Investor Class
Qube Research & Technologies Ltd
Public Employees Retirement System Of Ohio
Two Sigma Investments, Lp
BDSIX - BLACKROCK FUNDS - BlackRock Advantage Small Cap Core Fund Institutional Shares
Jacobs Levy Equity Management, Inc
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 2 Fund Standard Class
BIAUX - Brown Advisory Funds - Brown Advisory Small-Cap Fundamental Value Fund Investor Shares
EQ ADVISORS TRUST - EQ/Small Company Index Portfolio Class IB
Versant Capital Management, Inc
Marshall Wace, Llp
AVUS - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity ETF
Aquatic Capital Management LLC
DFQTX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 2 Portfolio - Institutional Class
MMSMX - Goldman Sachs Trust II - Multi-Manager U.S. Small Cap Equity Fund Class P Shares
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
Intech Investment Management Llc
PJARX - PRINCIPAL FUNDS INC - SmallCap Value Fund II R-3
VARIABLE INSURANCE PRODUCTS FUND II - Disciplined Small Cap Portfolio Initial Class
VTWV - VANGUARD SCOTTSDALE FUNDS - Vanguard Russell 2000 Value Index Fund ETF Shares
PACIFIC SELECT FUND - PD Small-Cap Value Index Portfolio Class P
TLSTX - TIAA-CREF LIFE FUNDS - Stock Index Fund
SVAL - iSHARES TRUST - iShares US Small Cap Value Factor ETF
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
Renaissance Technologies Llc
NATIONWIDE VARIABLE INSURANCE TRUST - NVIT Small Cap Index Fund Class II
DPST - Direxion Shares ETF Trust - Direxion Daily Regional Banks Bull 3X Shares
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
Cubist Systematic Strategies, LLC
Hrt Financial Lp
IWC - iSHARES TRUST - iShares Micro-Cap ETF
Lazard Asset Management Llc
DEEP - ETF Series Solutions - Roundhill Acquirers Deep Value ETF
KRE - SPDR SERIES TRUST - SPDR(R) S&P Regional Banking(SM) ETF
Wells Fargo & Company/mn
Profunds - Profund Vp Ultrasmall-cap
VFQY - VANGUARD WELLINGTON FUND - Vanguard U.S. Quality Factor ETF ETF Shares
EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB
GMRAX - NATIONWIDE MUTUAL FUNDS - Nationwide Small Cap Index Fund Class A
AVUSX - AMERICAN CENTURY ETF TRUST - Avantis U.S. Equity Fund Institutional Class
Legal & General Group Plc
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
RYDEX VARIABLE TRUST - Russell 2000(R) 1.5x Strategy Fund Variable Annuity
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
Quest Partners LLC
Swiss National Bank
Philadelphia Trust Co
Hotchkis & Wiley Capital Management Llc
Nuveen, LLC
Advanced Series Trust - Ast Small-cap Growth Portfolio
Creative Planning
Prudential Financial Inc
DFEOX - Dfa Investment Dimensions Group Inc - U.s. Core Equity 1 Portfolio - Institutional Class
Allworth Financial LP
EQ ADVISORS TRUST - ATM Small Cap Managed Volatility Portfolio Class K
Albion Financial Group /ut
DFAU - Dimensional ETF Trust - Dimensional US Core Equity Market ETF
QUANTITATIVE MASTER SERIES LLC - Master Small Cap Index Series
SCHB - SCHWAB STRATEGIC TRUST - Schwab U.S. Broad Market ETF
QSMLX - AQR Funds - AQR Small Cap Multi-Style Fund Class I
Klp Kapitalforvaltning As
FSKAX - FIDELITY CONCORD STREET TRUST - Fidelity Total Market Index Fund
KVALX - Investment Managers Series Trust II - KENNEDY CAPITAL SMALL CAP VALUE FUND Institutional Class Shares
FSMAX - FIDELITY CONCORD STREET TRUST - Fidelity Extended Market Index Fund
Universal- Beteiligungs- und Servicegesellschaft mbH
LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP Dimensional U.S. Core Equity 1 Fund Standard Class
DXUV - Dimensional ETF Trust - Dimensional US Vector Equity ETF
PIBAX - PRUDENTIAL INVESTMENT PORTFOLIOS, INC. - PGIM BALANCED FUND Class A
GSATX - GOLDMAN SACHS TRUST - Goldman Sachs Small Cap Value Insights Fund Class A
Lindbrook Capital, Llc
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
Police & Firemen's Retirement System of New Jersey
Calvert Variable Products, Inc. - Calvert VP Russell 2000 Small Cap Index Portfolio - I Class
Stifel Financial Corp
EBI - RBB Fund Trust - Longview Advantage ETF
Sterling Capital Management LLC
FSSNX - FIDELITY SALEM STREET TRUST - Fidelity Small Cap Index Fund
Invesco Ltd.
Profunds - Profund Vp Small-cap
BOSVX - BRIDGEWAY FUNDS INC - Omni Small-Cap Value Fund Class N
MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio
GARTX - GOLDMAN SACHS TRUST - Goldman Sachs Absolute Return Tracker Fund Class A
Elk River Wealth Management, LLC
Covestor Ltd
PACIFIC SELECT FUND - Small-Cap Index Portfolio Class I
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
FNCL - FIDELITY COVINGTON TRUST - Fidelity MSCI Financials Index ETF
SWSSX - SCHWAB CAPITAL TRUST - Schwab Small-Cap Index Fund
VBINX - Vanguard Valley Forge Funds - Vanguard Balanced Index Fund Investor Shares
DFSTX - Dfa Investment Dimensions Group Inc - U.s. Small Cap Portfolio - Institutional Class
Algert Global Llc
Geode Capital Management, Llc
VVICX - Voya VARIABLE PORTFOLIOS INC - Voya VACS Index Series SC Portfolio
PENN SERIES FUNDS INC - Small Cap Index Fund
Boston Partners

PGC / Peapack-Gladstone Financial Corporation - Net Long/Short Value

PGC / Peapack-Gladstone Financial Corporation - Net Long/Short Value

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