SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF - Net Long/Short Value

Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF
US ˙ ARCA ˙ US8085245087

SCHM / Schwab Strategic Trust - Schwab U.S. Mid-Cap ETF - 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)
Columbia River Financial Group, LLC
Optimum Investment Advisors
Bouchey Financial Group Ltd
Rockefeller Capital Management L.P.
Townsend Asset Management Corp /nc/ /adv
Diversified Trust Co
First Hawaiian Bank
Bulwark Capital Corp
Advocacy Wealth Management Services, LLC
Mml Investors Services, Llc
Monticello Wealth Management, Llc
North Star Asset Management Inc
Frank, Rimerman Advisors LLC
Td Private Client Wealth Llc
Heartwood Wealth Advisors LLC
Snowden Capital Advisors LLC
Pinnacle Financial Partners Inc
Wbh Advisory Inc
Kingstone Capital Partners Texas, LLC
Evernest Financial Advisors, LLC
Ridgewood Investments LLC
Signaturefd, Llc
Cresset Asset Management, LLC
Summit Financial Wealth Advisors, LLC
Midwest Capital Advisors, LLC
FF Advisors,LLC
Hartland & Co., LLC
CVA Family Office, LLC
Quaker Wealth Management, LLC
Murphy & Mullick Capital Management Corp
Atticus Wealth Management, Llc
Sherman Asset Management, Inc.
Nautilus Advisors LLC
Costello Asset Management, INC
Elwood & Goetz Wealth Advisory Group, LLC
Arlington Financial Advisors, LLC
Napatree Capital Llc
FSM Wealth Advisors, LLC
Pps&v Asset Management Consultants, Inc.
Sawgrass Asset Management Llc
Horst & Graben Wealth Management LLC
Avion Wealth
Crescent Sterling, Ltd.
Triangle Securities Wealth Management
Savant Capital, LLC
Raymond James Financial Inc
Youngs Advisory Group, Inc.
Albion Financial Group /ut
Wealthspire Advisors, LLC
Alpha Omega Wealth Management LLC
Strategic Wealth Partners, Ltd.
Congress Wealth Management LLC / DE /
Tenret Co LLC
Fragasso Group Inc.
Grimes & Company, Inc.
Citigroup Inc
Bfsg, Llc
Atlantic Trust, LLC
Jackson Hole Capital Partners, LLC
Lincoln Capital Corp
YHB Investment Advisors, Inc.
FIDELIS iM, LLC
Salomon & Ludwin, LLC
Fortis Capital Advisors, LLC
Tradewinds Capital Management, LLC
McAdam, LLC
Plancorp, LLC
Novare Capital Management Llc
Steward Partners Investment Advisory, Llc
Betterment LLC
Comerica Bank
Mission Wealth Management, Lp
Blume Capital Management, Inc.
Global Wealth Strategies & Associates
Pflug Koory, LLC
Stokes Family Office, LLC
Wescott Financial Advisory Group, LLC
Summit Trail Advisors, Llc
Trust Co Of Vermont
Brown Brothers Harriman & Co
John W. Brooker & Co., CPAs
Castle Wealth Management Llc
Main Street Group, LTD
Hantz Financial Services, Inc.
Stonebridge Financial Group, LLC
Janney Montgomery Scott LLC
Silverlake Wealth Management Llc
Cypress Capital Management LLC (WY)
RKL Wealth Management LLC
J.w. Cole Advisors, Inc.
Clear Investment Research, Llc
Parkshore Wealth Management, Inc.
HighTower Advisors, LLC
Red Mountain Financial, LLC
MAI Capital Management
Simplex Trading, Llc
Orcam Financial Group
Sound Income Strategies, LLC
May Barnhard Investments LLC
One Day In July LLC
Better Money Decisions, LLC
Belpointe Asset Management LLC
Cetera Investment Advisers
Captrust Financial Advisors
Investors Research Corp
TCG Advisory Services, LLC
Accredited Wealth Management, LLC
Raub Brock Capital Management LP
BlackRock, Inc.
Principal Securities, Inc.
Perissos Private Wealth Management, LLC
Smartleaf Asset Management LLC
Jackson Creek Investment Advisors LLC
Christopher J. Hasenberg, Inc
Wilson & Boucher Capital Management, LLC
Dakota Wealth Management
Baird Financial Group, Inc.
Zrc Wealth Management, Llc
Asset Dedication, LLC
Boyer & Corporon Wealth Management, LLC
West Paces Advisors Inc.
Oldfather Financial Services, LLC
Compass Investment Advisers LLC
James J. Burns & Company, LLC
First National Corp /ma/ /adv
Gemmer Asset Management LLC
NBZ Investment Advisors LLC
Cambridge Advisors Inc.
Cary Street Partners Financial Llc
RFG Advisory, LLC
Haverford Trust Co
OneAscent Financial Services LLC
Newton One Investments LLC
Old Point Trust & Financial Services N A
Morris Financial Concepts, Inc.
Visionary Wealth Advisors
Sequoia Financial Advisors, LLC
Fiduciary Trust Co
Sharkey, Howes & Javer
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Bigelow Investment Advisors, LLC
Consolidated Portfolio Review Corp
Fulton Breakefield Broenniman Llc
Sentinel Pension Advisors Inc
Glenmede Investment Management, LP
Affinity Capital Advisors, LLC
Two Sigma Securities, Llc
Panoramic Investment Advisors, Llc
Legacy Bridge, LLC
Pegasus Asset Management, Inc.
Armor Investment Advisors, LLC
Ironwood Wealth Management, LLC.
Jfs Wealth Advisors, Llc
Everhart Financial Group, Inc.
Private Wealth Asset Management, LLC
FFOX - FundX Investment Trust - FundX Future Fund Opportunities ETF
Wealth Enhancement Advisory Services, Llc
IHT Wealth Management, LLC
Delta Financial Group, Inc.
Nicollet Investment Management, Inc.
Plante Moran Financial Advisors, LLC
James Investment Research Inc
Carolina Wealth Advisors, LLC
Aspen Investment Management Inc
Vermillion Wealth Management, Inc.
ORG Partners LLC
Lowe Wealth Advisors, LLC
DHJJ Financial Advisors, Ltd.
CX Institutional
Beck Mack & Oliver Llc
SeaBridge Investment Advisors LLC
Fingerlakes Wealth Management, Inc.
Addison Advisors LLC
Northern Capital Management, Inc.
American Financial Advisors, LLC
Awm Capital, Llc
Romano Brothers And Company
Blair William & Co/il
Koshinski Asset Management, Inc.
Smallwood Wealth Investment Management, LLC
Pineridge Advisors LLC
Red Door Wealth Management, LLC
Blue Square Asset Management, Llc
Ironwood Financial, llc
Colorado Capital Management, Inc.
XY Planning Network, Inc.
Kestra Advisory Services, LLC
Lcnb Corp
Rockbridge Investment Management, LCC
IFP Advisors, Inc
Great Valley Advisor Group, Inc.
Heritage Wealth Partners, LLC
Nbc Securities, Inc.
Everstar Asset Management, LLC
Seacrest Wealth Management, Llc
Old Mission Capital Llc
Naples Global Advisors, Llc
Valpey Financial Services, LLC
Mercer Global Advisors Inc /adv
First Pacific Financial
HC Advisors, LLC
Hamilton Capital, LLC
Atria Wealth Solutions, Inc.
Johnson Financial Group, Inc.
Pacific Sun Financial Corp
Centaurus Financial, Inc.
GPS Wealth Strategies Group, LLC
Mokosak Advisory Group, LLC
Anfield Capital Management, LLC
Seven Springs Wealth Group, LLC
Oak Harbor Wealth Partners, Llc
David Wealth Management LLC
Pure Financial Advisors, Inc.
Motco
Spire Wealth Management
Flagship Harbor Advisors, Llc
Kelman-Lazarov, Inc.
Warren Street Wealth Advisors, LLC
Scott Marsh Financial, LLC
Promus Capital, LLC
Ulland Investment Advisors, LLC
Blue Barn Wealth, LLC
Brand Asset Management Group, Inc.
Balentine LLC
Colonial Trust Advisors
Orion Portfolio Solutions, LLC
Triton Wealth Management, PLLC
Old Port Advisors
Asset Advisors Investment Management, LLC
Integrated Wealth Concepts LLC
Financial Management Network Inc
Goepper Burkhardt LLC
Keyvantage Wealth, Llc
Archetype Wealth Partners
Bessemer Group Inc
Westbourne Investments, Inc.
Exchange Traded Concepts, Llc
Parallel Advisors, LLC
Geneos Wealth Management Inc.
White & Co Financial Planning Inc
Cornerstone Planning Group LLC
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
Stephens Inc /ar/
Finley Financial, LLC
Retirement Planning Group
Integrated Advisors Network LLC
Vantage Financial Partners, LLC
AE Wealth Management LLC
Hazlett, Burt & Watson, Inc.
Asset Management Group, Inc.
Econ Financial Services Corp
Ancora Advisors, LLC
Biltmore Family Office, LLC
Guardian Wealth Advisors, LLC
Harbor Investment Advisory, Llc
LifeSteps Financial, Inc.
Liberty Square Wealth Partners Llc
Atlas Capital Advisors Llc
Franklin Resources Inc
Garde Capital, Inc.
Penobscot Investment Management Company, Inc.
Commerce Bank
BRYN MAWR TRUST Co
Brighton Jones Llc
Schaeffer Financial LLC
Fagan Associates, Inc.
Milestone Investment Advisors LLC
Brown Advisory Inc
Coldstream Capital Management Inc
Burkett Financial Services, Llc
Fifth Third Securities, Inc.
Mirador Capital Partners LP
Apollon Financial, LLC
Arrowroot Family Office, LLC
Brookstone Capital Management
Bristlecone Advisors, LLC
IAG Wealth Partners, LLC
Sculati Wealth Management, LLC
NWK Group, Inc.
Resources Investment Advisors, LLC.
Selective Wealth Management, Inc.
CIBC Private Wealth Group, LLC
Kcm Investment Advisors Llc
Empower Advisory Group, LLC
Rothschild Investment Llc
Duncker Streett & Co Inc
Strategic Family Wealth Counselors, L.L.C.
Bank Of America Corp /de/
Harbour Investments, Inc.
Stratos Wealth Advisors, LLC
Wealthcare Advisory Partners LLC
Next Capital Management LLC
Truvestments Capital Llc
Gleason Group, Inc.
WFA of San Diego, LLC
Bleakley Financial Group, LLC
Evergreen Capital Management Llc
Seek First Inc.
Colony Group, LLC
SCS Capital Management LLC
Cordant, Inc.
Jpmorgan Chase & Co
Chandler Asset Management, Inc.
Pitcairn Co
Skopos Labs, Inc.
Millstone Evans Group, LLC
POM Investment Strategies, LLC
AdvisorNet Financial, Inc
Curtis Advisory Group, LLC
RMG Wealth Management LLC
United Advisor Group, LLC
Ausdal Financial Partners, Inc.
Balance Wealth, LLC
Cahill Financial Advisors Inc
Ruggaard & Associates LLC
Continuum Wealth Advisors, Llc
Csenge Advisory Group
Krilogy Financial LLC
Family Management Corp
White Pine Investment CO
Susquehanna International Group, Llp
Level Four Advisory Services, Llc
Diversify Advisory Services, LLC
Destination Wealth Management
Colonial Trust Co / SC
Asset Planning Services Inc /la/ /adv
Holderness Investments Co
Summit Asset Management, LLC
Peachtree Investment Partners, LLC
Mission Creek Capital Partners, Inc.
Robbins Farley Llc
Evolution Advisers, Inc.
Marquette Asset Management, LLC
Sheets Smith Wealth Management
CAPROCK Group, Inc.
Broadleaf Partners, LLC
National Asset Management, Inc.
Hallmark Capital Management Inc
Aqr Capital Management Llc
Kingswood Wealth Advisors, Llc
Park Capital Management, LLC / WI
Cascade Financial Partners, LLC
Arkansas Financial Group, Inc.
Noble Wealth Management PBC
Bensler, LLC
Lawson Kroeker Investment Management Inc/ne
Family Investment Center, Inc.
Marietta Investment Partners Llc
Heirloom Wealth Management
Towercrest Capital Management
Chesapeake Wealth Management
Sigma Investment Counselors Inc
Boltwood Capital Management
Curbstone Financial Management Corp
Alliancebernstein L.p.
Aptus Capital Advisors, LLC
Acropolis Investment Management, LLC
Bank Of Montreal /can/
Umb Bank N A/mo
Strategic Financial Planning, Inc.
Quadcap Wealth Management, LLC
Ark & Tlk Investments, Llc
American Financial & Tax Strategies Inc
North Forty Two & Co.
Morgan Stanley
EP Wealth Advisors, Inc.
Keystone Financial Services, LLC
Atlantic Private Wealth, LLC
Midwest Trust Co
Grantvest Financial Group LLC
Bartlett & Co. Wealth Management Llc
Morton Brown Family Wealth, LLC
Adviser Investments LLC
Fortitude Advisory Group L.L.C.
Equitable Holdings, Inc.
Forte Capital Llc /adv
Ronald Blue Trust, Inc.
Vise Technologies, Inc.
Independent Solutions Wealth Management, LLC
Peterson Wealth Advisors, LLC
Harbor Group, Inc.
Smithbridge Asset Management Inc/de
Rede Wealth, LLC
Arcataur Capital Management LLC
Resurgent Financial Advisors LLC
Adamsbrown Wealth Consultants Llc
Sandy Spring Bank
Joseph P. Lucia & Associates, LLC
Osterweis Capital Management Inc
Motive Wealth Advisors
GWM Advisors LLC
Anchor Investment Management, LLC
Cape Investment Advisory, Inc.
Bellevue Asset Management, Llc
Hurley Capital, LLC
ETF Store, Inc.
Kmt Wealth Management, Llc
Cheviot Value Management, LLC
Fort Point Capital Partners LLC
Altfest L J & Co Inc
Qube Research & Technologies Ltd
Goldstein Advisors, LLC
Hilltop Partners LLC
Five Pine Wealth Management
Northwest Capital Management Inc
Acorn Wealth Advisors, LLC
CWC Advisors, LLC.
PFG Investments, LLC
MWFQX - MAINSTAY FUNDS TRUST - MainStay Equity ETF Allocation Fund Class R3
Lathrop Investment Management Corp
DecisionPoint Financial, LLC
Apeiron RIA LLC
Strategic Investment Solutions, Inc. /IL
Angeles Wealth Management, Llc
Rock Point Advisors, LLC
Bellwether Advisors, LLC
EverSource Wealth Advisors, LLC
Mitchell Capital Management Co
Ballast Advisors Llc
Lido Advisors, LLC
Tilia Fiduciary Partners, Inc.
Scotia Capital Inc.
Busey Wealth Management
Legacy Wealth Management, Inc
Central Pacific Bank - Trust Division
Condor Capital Management
Clarity Capital Advisors, LLC
Manchester Financial Inc
First National Bank of Mount Dora, Trust Investment Services
Dynamic Advisor Solutions LLC
Columbus Macro, LLC
Tandem Investment Partners LLC
Lowery Thomas, Llc
Values Added Financial LLC
Waterfront Wealth Inc.
Cornerstone Wealth Group, LLC
Sightline Wealth Advisors, LLC
Christensen, King & Associates Investment Services, Inc.
Schneider Downs Wealth Management Advisors, LP
IMA Wealth, Inc.
JMG Financial Group, Ltd.
Parkside Financial Bank & Trust
St. Louis Trust Co
Patriot Financial Group Insurance Agency, LLC
MBE Wealth Management, LLC
VSM Wealth Advisory, LLC
Pinnacle Wealth Management Advisory Group, LLC
Mengis Capital Management, Inc.
Squire Investment Management Company, LLC
Liberty Capital Management, Inc.
Trust Point Inc.
Code Waechter LLC
Russell Investments Group, Ltd.
MDAKX - MAINSTAY FUNDS TRUST - MainStay Moderate ETF Allocation Fund Class C
Vicus Capital
Beacon Pointe Advisors, LLC
Wealth Group Ltd
Harbour Investment Management Llc
Madison Park Capital Advisors, LLC
New York Life Investment Management Llc
Wisconsin Capital Management Llc
Elmwood Wealth Management, Inc.
Strategic Equity Management
Tower Research Capital LLC (TRC)
We Are One Seven, LLC
Contravisory Investment Management, Inc.
PCA Investment Advisory Services Inc.
Financial Advisory Service, Inc.
Providence First Trust Co
Savvy Advisors, Inc.
Clayton Financial Group LLC
Creegan & Nassoura Financial Group, LLC
Calton & Associates, Inc.
Moneta Group Investment Advisors Llc
Enclave Advisors LLC
Smith Anglin Financial, LLC
Greenwood Gearhart Inc
Northeast Financial Group, Inc.
Trinity Legacy Partners, LLC
Founders Financial Securities Llc
Procyon Private Wealth Partners, LLC
Capital Planning LLC
Lazard Asset Management Llc
Rossby Financial, LCC
Madden Advisory Services, Inc.
CoreCap Advisors, LLC
Berkeley, Inc
CENTRAL TRUST Co
American Trust
GeoWealth Management, LLC
Whittier Trust Co Of Nevada Inc
Synovus Financial Corp
NorthRock Partners, LLC
Kavar Capital Partners Group, Llc
K2 Financial Inc.
Wiley Bros.-aintree Capital, Llc
LTG Capital LLC
Gallagher Fiduciary Advisors, LLC
Atomi Financial Group, Inc.
Prentice Wealth Management LLC
HB Wealth Management, LLC
Stordahl Capital Management, Inc.
Embree Financial Group
Pennsylvania Capital Management Inc /adv
Pnc Financial Services Group, Inc.
Glenmede Trust Co Na
Redhawk Wealth Advisors, Inc.
Vestment Financial LLC
RBA Wealth Management, LLC
Hollencrest Capital Management
Continuum Advisory, LLC
Athena Investment Management
Exencial Wealth Advisors, Llc
Donaldson Capital Management, Llc
Aspiriant, Llc
BlueChip Wealth Advisors LLC
Mariner, LLC
McIlrath & Eck, LLC
Texas Yale Capital Corp.
Perigon Wealth Management, LLC
Meridian Wealth Management, LLC
Heritage Wealth Advisors
Brown Wealth Management, Llc
Patrick M Sweeney & Associates, Inc
Creative Capital Management Investments LLC
Spinnaker Investment Group, LLC
Valley Forge Investment Consultants Inc Adv
Peak Financial Management, Inc.
Roundview Capital LLC
Beacon Capital Management, LLC
SOA Wealth Advisors, LLC.
Evolution Wealth Management Inc.
Blue Bell Private Wealth Management, Llc
Commonwealth Equity Services, Llc
Bernard Wealth Management Corp.
Genesee Capital Advisors, LLC
MCF Advisors LLC
Horrell Capital Management, Inc.
LifePlan Financial, LLC
North Star Investment Management Corp.
Highland Capital Management, Llc
Lederer & Associates Investment Counsel/ca
Whittier Trust Co
Burns Matteson Capital Management, LLC
Aspire Capital Advisors LLC
Opal Wealth Advisors, LLC
Richardson Capital Management LLC
Key FInancial Inc
BEAM Asset Management, LLC
Harfst & Associates, Inc.
Fmr Llc
Reston Wealth Management Llc
Ameriflex Group, Inc.
Unique Wealth, Llc
Decker Retirement Planning Inc.
Larson Financial Group LLC
Paulson Wealth Management Inc.
Valmark Advisers, Inc.
Mutual Advisors, LLC
RMR Wealth Builders
Pacific Sage Partners, LLC
Miracle Mile Advisors, LLC
Advisor OS, LLC
Game Plan Financial Advisors, LLC
Berkshire Asset Management Llc/pa
Long Island Wealth Management, Inc.
Phillips Financial Management, Llc
Cwm, Llc
Putnam Fl Investment Management Co
Money Concepts Capital Corp
Diligent Investors, LLC
Headinvest, Llc
Cliftonlarsonallen Wealth Advisors, Llc
Avantax Advisory Services, Inc.
Archer Investment Corp
Appleton Partners Inc/ma
Salem Investment Counselors Inc
Sax Wealth Advisors, Llc
Truist Financial Corp
Farnam Financial LLC
Bangor Savings Bank
Options Solutions, Llc
Clearwater Capital Advisors, LLC
Koesten, Hirschmann & Crabtree, INC.
Von Berge Wealth Management Group, LLC
Falcon Wealth Planning
Total Wealth Planning, Llc
Charles Schwab Investment Management Inc
MBA Advisors LLC
Summit Financial Strategies, Inc.
Pinnacle Bancorp, Inc.
Cozad Asset Management Inc
Wedmont Private Capital
Heritage Trust Co
Atlantic Union Bankshares Corp
Quantinno Capital Management LP
Bogart Wealth, LLC
Moisand Fitzgerald Tamayo, LLC
Arbor Trust Wealth Advisors, Llc
NewEdge Wealth, LLC
Investment Planning Advisors, Inc.
Kohmann Bosshard Financial Services, LLC
SOUTH STATE Corp
Hilltop Wealth Advisors, Llc
One Capital Management, LLC
NFP Retirement, Inc.
Northwestern Mutual Wealth Management Co
Beaumont Financial Advisors, LLC
Warren Averett Asset Management, LLC
Ieq Capital, Llc
Thrivent Financial For Lutherans
Birchbrook, Inc.
Okabena Investment Services Inc
Creative Planning
Cantor Fitzgerald Investment Adviser L.p.
Buckingham Strategic Partners
Assetmark, Inc
Country Club Bank /gfn
Global Retirement Partners, LLC
Apella Capital, LLC
Nwam Llc
Orca Investment Management, LLC
Wilkins Miller Wealth Management, LLC
Blankinship & Foster, LLC
Madison Wealth Partners, Inc
Winthrop Capital Management, LLC
Zacks Investment Management
SOL Capital Management CO
True North Advisors, LLC
Firestone Capital Management
Keystone Wealth Services, LLC
Johnson Investment Counsel Inc
SWS Partners
International Private Wealth Advisors LLC
Cornerstone Wealth Management, LLC
Citadel Advisors Llc
TruNorth Capital Management, LLC
Berger Financial Group, Inc
Sigma Planning Corp
Atwood & Palmer Inc
Ameriprise Financial Inc
Richards, Merrill & Peterson, Inc.
Charles Schwab Trust Co
Sims Investment Management, Llc
Praetorian Wealth Management, Inc.
Glassman Wealth Services
N.E.W. Advisory Services LLC
Pachira Investments Inc.
Foundations Investment Advisors, LLC
Essex Savings Bank
Thoroughbred Financial Services, Llc
MeadowBrook Investment Advisors LLC
EWG Elevate Inc.
Safeguard Financial, LLC
Bradley Foster & Sargent Inc/ct
Prestige Wealth Management Group LLC
JustInvest LLC
Modera Wealth Management, LLC
Ballast, Inc.
Black Diamond Financial, LLC
Element Wealth, LLC
BCS Wealth Management
Flavin Financial Services, Inc.
Advisory Alpha, LLC
Great Waters Wealth Management
D.B. Root & Company, LLC
AMG National Trust Bank
Roxbury Financial LLC
Gill Capital Partners, Llc
Quadrant Capital Group Llc
Lowe Brockenbrough & Co Inc
Avidian Wealth Solutions, LLC
Voisard Asset Management Group, Inc.
Golden State Wealth Management, LLC
Vision Capital Management, Inc.
Walkner Condon Financial Advisors LLC
Missouri Trust & Investment Co
Courage Miller Partners, LLC
Murphy, Middleton, Hinkle & Parker, Inc.
Valeo Financial Advisors, LLC
Watershed Private Wealth Llc
Bokf, Na
Valley National Advisers Inc
Nbt Bank N A /ny
National Wealth Management Group, LLC
National Bank Of Canada /fi/
Diversify Wealth Management, Llc
Northern Trust Corp
Zhang Financial LLC
Relyea Zuckerberg Hanson LLC
Private Advisor Group, LLC
Pinkerton Retirement Specialists, LLC
Stifel Financial Corp
Hendershot Investments Inc.
HHM Wealth Advisors, LLC
Pinnacle Associates Ltd
Newman Dignan & Sheerar, Inc.
Paradigm, Strategies in Wealth Management, LLC
Prospera Financial Services Inc
TPG Advisors LLC
SYM FINANCIAL Corp
Seneca Financial Advisors LLC
Pittenger & Anderson Inc
Financial Synergies Wealth Advisors, Inc.
Jones Financial Companies Lllp
Sage Financial Group Inc
Ifrah Financial Services, Inc.
Natixis Advisors, L.p.
Sunbelt Securities, Inc.
Lee Financial Co
JDM Financial Group LLC
Private Trust Co Na
Clear Point Advisors Inc.
CRA Financial Services, LLC
Graypoint LLC
Brinker Capital Investments, LLC
Stratos Wealth Partners, LTD.
Apollon Wealth Management, LLC
MADDEN SECURITIES Corp
Traub Capital Management LLC
Mid-American Wealth Advisory Group, Inc.
Advyzon Investment Management, LLC
GSB Wealth Management, LLC
My Purposeful Wealth Corp.
Collective Family Office Llc
Farther Finance Advisors, LLC
Main Street Financial Solutions, LLC
Arlington Trust Co LLC
Capital Investment Advisory Services, LLC
Omega Financial Group, LLC
Advisor Group Holdings, Inc.
Kathleen S. Wright Associates Inc.
Jacobi Capital Management LLC
Topsail Wealth Management, LLC
GHP Investment Advisors, Inc.
Capital Advantage, Inc.
Montag A & Associates Inc
Staley Capital Advisers Inc
Fairman Group, LLC
BLB&B Advisors, LLC
Creekside Partners
Exchange Capital Management, Inc.
Alesco Advisors Llc
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management
Nicholas Hoffman & Company, LLC.
Cerity Partners LLC
Citizens Financial Group Inc/ri
Davis Capital Management
Armstrong Advisory Group, Inc
Leisure Capital Management
Sherwood Financial Partners, LLC
MOEAX - MAINSTAY FUNDS TRUST - MainStay Growth ETF Allocation Fund Class A
Patriot Investment Management Inc.
CHB Investment Group, LLC
Family Legacy Financial Solutions, LLC
Royal Bank Of Canada
MJT & Associates Financial Advisory Group, Inc.
Emerald Investment Partners, Llc
Oakwell Private Wealth Management, LLC
Hanson & Doremus Investment Management
Benjamin Edwards Inc
Almanack Investment Partners, LLC.
Kestra Private Wealth Services, Llc
Sage Financial Management Group, Inc.
North Capital, Inc.
Smart Portfolios, LLC
S.A. Mason LLC
Revisor Wealth Management LLC
Whipplewood Advisors, LLC
Continental Investors Services, Inc.
TCTC Holdings, LLC
Compass Ion Advisors, LLC
Ascension Capital Advisors, Inc.
Private Capital Management Llc
Abound Wealth Management
Meridian Financial, LLC
ProVise Management Group, LLC
UBS Group AG
Aurora Private Wealth, Inc.
Lodestar Private Asset Management Llc
Ameritas Advisory Services, LLC
Verdence Capital Advisors LLC
Financial Engines Advisors L.L.C.
Pathstone Holdings, LLC
Capital Advisors, Ltd. LLC
Powers Advisory Group, LLC
Coastal Bridge Advisors, LLC
Sunburst Financial Group, LLC
Onyx Bridge Wealth Group LLC
Simon Quick Advisors, Llc
High Note Wealth, LLC
Centerpoint Advisors, LLC
Cynosure Management, Llc
Acas, Llc
St. Johns Investment Management Company, LLC
Total Investment Management Inc
Vivaldi Capital Management, LLC
Goldman Sachs Group Inc
Moneywise, Inc.
Summit Financial, LLC
Huntington National Bank
WP Advisors, LLC
Coston, McIsaac & Partners
Advisory Services Network, LLC
Old National Bancorp /in/
NewSquare Capital LLC
LPL Financial LLC
Balanced Wealth Group Llc
First Community Trust Na
Leavell Investment Management, Inc.
Alliance Wealth Management Group
SRS Capital Advisors, Inc.
Juncture Wealth Strategies, Llc
Graney & King, LLC
Dagco, Inc.
Focus Financial Network, Inc.
Beaird Harris Wealth Management, LLC
Envision Financial LLC
DAVENPORT & Co LLC
Y-Intercept (Hong Kong) Ltd
Jane Street Group, Llc
Revolve Wealth Partners, LLC
Elevate Wealth Advisory, Inc
Modus Advisors, LLC
KPP Advisory Services LLC
Leverty Financial Group, LLC
Parsons Capital Management Inc/ri
Meriwether Wealth & Planning, LLC
Us Bancorp \de\
Tradition Wealth Management, LLC
Evermay Wealth Management Llc
AlphaCore Capital LLC
Stephens Consulting, LLC
Steele Capital Management, Inc.
Twele Capital Management, Inc.
Patton Albertson Miller Group, Llc
Oakworth Capital, Inc.
Rialto Wealth Management, LLC
SILVER OAK SECURITIES, Inc
Planwiser Financial, Llc
Per Stirling Capital Management, LLC.
Keybank National Association/oh
Breed's Hill Capital LLC
Horizon Financial Services, Llc
Kiley Juergens Wealth Management, Llc
Harbour Capital Advisors, LLC
Essex LLC
May Hill Capital, LLC
Signal Advisors Wealth, LLC
JBR Co Financial Management Inc
HBK Sorce Advisory LLC
NWF Advisory Services Inc.
BIP Wealth, LLC
Kovitz Investment Group Partners, LLC
Lutz Financial Services LLC
United Capital Financial Advisers, Llc
First National Trust Co
Engineers Gate Manager LP
Millennium Management Llc
Breakwater Investment Management
Fort Vancouver Investment Management, LLC
Cathy Pareto & Associates, Inc
Altus Wealth Group LLC
Envestnet Asset Management Inc
Eley Financial Management, Inc
Painted Porch Advisors LLC
Compass Financial Group, INC/SD
Noble Family Wealth, LLC
Arista Wealth Management, LLC
Webster Bank, N. A.
MNERX - MAINSTAY FUNDS TRUST - MainStay Conservative ETF Allocation Fund Class R3
Guardian Wealth Advisors, Llc / Nc
Chapman Financial Group, Llc
Signature Estate & Investment Advisors Llc
Armbruster Capital Management, Inc.
Warner Financial, Inc
Beacon Bridge Wealth Partners, LLC
Single Point Partners, LLC
American Money Management, LLC
CI Private Wealth, LLC
Independent Advisor Alliance
Princeton Global Asset Management LLC
Clear Creek Financial Management, LLC
RMB Capital Management, LLC
Integrated Capital Management, LLC
Victrix Investment Advisors
Shaker Investments Llc/oh
Kaizen Financial Strategies
FineMark National Bank & Trust
Thrive Wealth Management, LLC
Smith, Moore & Co.
Greenleaf Trust
Fca Corp /tx
Financial Management Professionals, Inc.
WESCAP Management Group, Inc.
Bank of New York Mellon Corp
Aspen Grove Capital, LLC
Cullen/frost Bankers, Inc.
Wells Fargo & Company/mn
CAP Partners, LLC
Annis Gardner Whiting Capital Advisors, LLC
Bnp Paribas Arbitrage, Sa
Carnegie Capital Asset Management, LLC
Capital Analysts, Inc.
Cambridge Investment Research Advisors, Inc.
Wall Street Access Asset Management, LLC
Benchmark Wealth Management, LLC
Bank of New Hampshire
Compass Advisory Group LLC
Rsm Us Wealth Management Llc
Planning Alternatives Ltd /adv
Sachetta, LLC
Transform Wealth, LLC
Valtinson Bruner Financial Planning LLC
Vista Private Wealth Partners. LLC
Cooksen Wealth, LLC
Ritter Daniher Financial Advisory LLC / DE
Bush Investment Group, Llc
Evercore Wealth Management, LLC
Whelan Financial
Nadler Financial Group, Inc.
Fortis Capital Management LLC
LexAurum Advisors, LLC
Venture Visionary Partners LLC
Mendel Capital Management LLC
Meridian Wealth Partners, LLC
Chicago Partners Investment Group LLC
River Wealth Advisors LLC
Joule Financial, LLC
McCarthy Asset Management, Inc.
BOK Financial Private Wealth, Inc.
Mather Group, Llc.
Operose Advisors LLC
Halbert Hargrove Global Advisors, Llc
Financial Network Wealth Advisors LLC
Palouse Capital Management, Inc.
Gradient Capital Advisors, LLC
SageView Advisory Group, LLC
Prime Capital Investment Advisors, LLC
Financial Designs Corp
Providence Capital Advisors, LLC
M&t Bank Corp
O'shaughnessy Asset Management, Llc
GAMMA Investing LLC
Marshall Financial Group Inc /adv
Clifford Swan Investment Counsel Llc
Cooper/haims Advisors, Llc
Merit Financial Group, LLC
Allworth Financial LP
Front Row Advisors LLC
Atlantic Edge Private Wealth Management, LLC
Kingsview Wealth Management, LLC
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