ETFs Holding UMBF
805
Total ETFs
KBWR
Highest: 3.7%
VSTSX
Lowest ER: 0.01%
0.54%
Avg Weight

All 805 ETFs with UMBF

ETF Weight
KBWR
Invesco KBW Regional Banking ETF
3.66%View
FSRBX
Fidelity Select Banking Portfolio
3.65%View
SMCF
Themes US Small Cap Cash Flow Champions ETF
3.20%View
VSSVX
VALIC Company I Small Cap Special Values Fund
3.15%View
ESPAX
Allspring Special Small Cap Value Fund Class A
3.08%View
ESPNX
Allspring Special Small Cap Value Fund institutional
3.08%View
ESPIX
Allspring Special Small Cap Value Fund Admin Class
3.08%View
ESPRX
Allspring Special Small Cap Value Fund Class R6
3.08%View
TSCV
Thrivent Small Cap Value ETF
2.71%View
CSMD
Congress SMid Growth ETF
2.30%View
ACSCX
American Century Small Cap Value Fund Class A
ProView
ACVIX
American Century Small Cap Value Fund Class I
ProView
ASVGX
American Century Small Cap Value Fund Class R5
ProView
ASVDX
American Century Small Cap Value Fund Class R6
ProView
ASVHX
American Century Small Cap Value Fund Class G
ProView
ASVIX
American Century Small Cap Value Fund Investor Class
ProView
ASVNX
American Century Small Cap Value Fund Class C
ProView
ASVRX
American Century Small Cap Value Fund Class R
ProView
ASVYX
American Century Small Cap Value Fund Class Y
ProView
JEQIX
Johnson Equity Income Fund
ProView
JEQSX
Johnson Equity Income Fund Class S
ProView
LSOFX
LS Opportunity Fund Class Institutional
ProView
FSCAX
Nuveen Small Cap Value Fund Class A
ProView
FSCCX
Nuveen Small Cap Value Fund Class I
ProView
FSCVX
Nuveen Small Cap Value Fund Class C
ProView
FSCWX
Nuveen Small Cap Value Fund Class R6
ProView
RPPRX
Victory RS Partners Fund Class R6
ProView
RSPFX
Victory RS Partners Fund Class A
ProView
RSPMX
Victory RS Partners Fund Member Class
ProView
RSPKX
Victory RS Partners Fund Class R
ProView
RSPYX
Victory RS Partners Fund Class Y
ProView
MAVKX
MoA Small Cap Value Fund
ProView
NBSM
Neuberger Berman Small-Mid Cap ETF
ProView
ANVIX
Virtus NFJ Large Cap Value Fund Institutional Class
ProView
PNBAX
Virtus NFJ Large Cap Value Fund Class A
ProView
PNBCX
Virtus NFJ Large Cap Value Fund Class C
ProView
VAAGX
Virtus NFJ Large Cap Value Fund Class R6
ProView
SASVX
Virtus Ceredex Small-Cap Value Equity Fund A
ProView
SCETX
Virtus Ceredex Small-Cap Value Equity Fund I
ProView
STCEX
Virtus Ceredex Small-Cap Value Equity Fund C
ProView
VVERX
Virtus Ceredex Small-Cap Value Equity Fund Class R6
ProView
WCMLX
WCM Small Cap Growth Fund Institutional Class
ProView
WCMNX
WCM Small Cap Growth Fund Investor Class
ProView
REGL
ProShares S&P MidCap 400 Dividend Aristocrats ETF
ProView
HASCX
Harbor Small Cap Value Fund Insti Cl
ProView
HISVX
Harbor Small Cap Value Fund Investor Class
ProView
HNVRX
Harbor Small Cap Value Fund Retirement Class
ProView
HSVRX
Harbor Small Cap Value Fund Administrative Class
ProView
IAT
iShares US Regional Banks ETF
ProView
LKSMX
LKCM Small-Mid Cap Equity Fund
ProView
PFFV
Global X Variable Rate Preferred ETF
ProView
JOPPX
Johnson Opportunity Fund
ProView
JOSSX
Johnson Opportunity Fund Class S
ProView
PLLAX
Principal SmallCap Fund Class A
ProView
PSBJX
Principal SmallCap Fund Class J
ProView
PSBMX
Principal SmallCap Fund Class R-3
ProView
PSBPX
Principal SmallCap Fund Class R-5
ProView
PSLIX
Principal SmallCap Fund Institutional Class
ProView
PSMLX
Principal SmallCap Fund Class R6
ProView
NFJ
Virtus Dividend, Interest & Premium Strategy Fund
ProView
GOGFX
Victory Sycamore Small Company Opportunity Fund Class R
ProView
SSGSX
Victory Sycamore Small Company Opportunity Fund Class A
ProView
VSOIX
Victory Sycamore Small Company Opportunity Fund Class I
ProView
VSORX
Victory Sycamore Small Company Opportunity Fund Class R6
ProView
VSOYX
Victory Sycamore Small Company Opportunity Fund Class Y
ProView
ARSTX
Nuveen Small Cap Select Fund Class I
ProView
ASEFX
Nuveen Small Cap Select Fund Class R6
ProView
EMGRX
Nuveen Small Cap Select Fund Class A
ProView
FISGX
Nuveen Mid Cap Growth Opportunities Fund Class I
ProView
FMEFX
Nuveen Mid Cap Growth Opportunities Fund Class R6
ProView
FRSLX
Nuveen Mid Cap Growth Opportunities Fund Class A
ProView
TRSLX
Transamerica Small Cap Value Fund Class R
ProView
TSLAX
Transamerica Small Cap Value Fund Class A
ProView
TSLCX
Transamerica Small Cap Value Fund Class C
ProView
TSLFX
Transamerica Small Cap Value Fund Class R4
ProView
TSLIX
Transamerica Small Cap Value Fund Class I
ProView
TSLRX
Transamerica Small Cap Value Fund Class R6
ProView
TSLTX
Transamerica Small Cap Value Fund Class i3
ProView
SCMCX
Sterling Capital Mid Cap Relative Value Fund Class R6
ProView
STRGX
Sterling Capital Mid Cap Relative Value Fund Instl Class
ProView
STRLX
Sterling Capital Mid Cap Relative Value Fund Class A
ProView
STRNX
Sterling Capital Mid Cap Relative Value Fund Class C
ProView
KRE
State Street SPDR S&P Regional Banking ETF
ProView
NBGAX
Neuberger Genesis Fund Advisor Class
ProView
NBGEX
Neuberger Genesis Fund
ProView
NBGIX
Neuberger Genesis Fund Institutional Class
ProView
NBGNX
Neuberger Genesis Fund Investor Class
ProView
NRGEX
Neuberger Genesis Fund Class E
ProView
NRGSX
Neuberger Genesis Fund Class R6
ProView
EPSV
Harbor SMID Cap Value ETF
ProView
BRSDX
MFS Blended Research Small Cap Equity Fund Class A
ProView
BRSHX
MFS Blended Research Small Cap Equity Fund Class C
ProView
BRSJX
MFS Blended Research Small Cap Equity Fund Class I
ProView
BRSBX
MFS Blended Research Small Cap Equity Fund Class B
ProView
BRSPX
MFS Blended Research Small Cap Equity Fund Class R1
ProView
BRSSX
MFS Blended Research Small Cap Equity Fund Class R2
ProView
BRSTX
MFS Blended Research Small Cap Equity Fund Class R3
ProView
BRSUX
MFS Blended Research Small Cap Equity Fund Class R4
ProView
BRSYX
MFS Blended Research Small Cap Equity Fund Class R6
ProView
SKSEX
AMG GW&K Small Cap Value Fund Class N
ProView
SKSIX
AMG GW&K Small Cap Value Fund Class I
ProView
SKSZX
AMG GW&K Small Cap Value Fund Class Z
ProView
GSQRX
Goldman Sachs Small Cap Value Fund Class R
ProView
GSQTX
Goldman Sachs Small Cap Value Fund Investor Class
ProView
GSSCX
Goldman Sachs Small Cap Value Fund Class C Shares
ProView
GSSMX
Goldman Sachs Small Cap Value Fund A Shares
ProView
GSSSX
Goldman Sachs Small Cap Value Fund Service Shares
ProView
GSSUX
Goldman Sachs Small Cap Value Fund Class R6
ProView
GSSIX
Goldman Sachs Small Cap Value Fund Institutional Shares
ProView
GSYPX
Goldman Sachs Small Cap Value Fund Class P Shares
ProView
ABASX
AB DISCOVERY VALUE FUND A
ProView
ABCSX
AB DISCOVERY VALUE FUND C
ProView
ABSIX
AB DISCOVERY VALUE FUND I
ProView
ABSZX
AB DISCOVERY VALUE FUND Z
ProView
ABYSX
AB DISCOVERY VALUE FUND Advisor
ProView
FTXO
First Trust Nasdaq Bank ETF
ProView
SCAVX
AB Small Cap Value Portfolio
ProView
SCCVX
AB Small Cap Value Portfolio
ProView
SCYVX
AB Small Cap Value Portfolio
ProView
XMVM
Invesco S&P MidCap Value with Momentum ETF
ProView
FFBFX
Emerald Finance and Banking Innovation Fund Investor Class
ProView
HSSCX
Emerald Finance and Banking Innovation Fund Class C
ProView
HSSIX
Emerald Finance and Banking Innovation Fund Institutional Class
ProView
HSSAX
Emerald Finance and Banking Innovation Fund Class A
ProView
LKSCX
LKCM Small Cap Equity Fund Institutional Class
ProView
SMAYX
SIMT Small Cap Growth Fund Class Y
ProView
SPWIX
SIMT Small Cap Growth Fund Institutional Class
ProView
SSCGX
SIMT Small Cap Growth Fund Class F
ProView
GWETX
AMG GW&K Small Cap Core Fund Class N
ProView
GWEIX
AMG GW&K Small Cap Core Fund Class I
ProView
GWEZX
AMG GW&K Small Cap Core Fund Class Z
ProView
FIDSX
Fidelity Select Financial Services Portfolio
ProView
FSMBX
Tributary Small/Mid Cap Fund Institutional Plus Class
ProView
FSMCX
Tributary Small/Mid Cap Fund Institutional Class
ProView
LGASX
ClearBridge Small Cap Fund Class FI
ProView
LISGX
ClearBridge Small Cap Fund Class IS
ProView
LMARX
ClearBridge Small Cap Fund Class R
ProView
LMASX
ClearBridge Small Cap Fund Class C
ProView
LMNSX
ClearBridge Small Cap Fund Class I
ProView
LMSAX
ClearBridge Small Cap Fund Class A
ProView
REGWX
Victory RS Small Cap Growth Fund Class C
ProView
RSEJX
Victory RS Small Cap Growth Fund Class R6
ProView
RSEGX
Victory RS Small Cap Growth Fund Class A
ProView
RSYEX
Victory RS Small Cap Growth Fund Class Y
ProView
GMCUX
Goldman Sachs Small/Mid Cap Value Fund Class R6
ProView
GMVAX
Goldman Sachs Small/Mid Cap Value Fund Class A
ProView
GMVIX
Goldman Sachs Small/Mid Cap Value Fund Investor Class
ProView
GMVCX
Goldman Sachs Small/Mid Cap Value Fund Class C
ProView
GMVRX
Goldman Sachs Small/Mid Cap Value Fund Class R
ProView
GSMVX
Goldman Sachs Small/Mid Cap Value Fund Institutional Class
ProView
GSVPX
Goldman Sachs Small/Mid Cap Value Fund Class P Shares
ProView
ACSV
American Century Small Cap Value Insights ETF
ProView
ISMVX
William Blair Small Mid Cap Value Fund Class I
ProView
RSMVX
William Blair Small Mid Cap Value Fund Class R6
ProView
LMREX
ClearBridge Mid Cap Fund Class R
ProView
LSIRX
ClearBridge Mid Cap Fund Class IS
ProView
SBMAX
ClearBridge Mid Cap Fund Class A
ProView
SBMLX
ClearBridge Mid Cap Fund Class C
ProView
SMBYX
ClearBridge Mid Cap Fund Class I
ProView
SMCPX
ClearBridge Mid Cap Fund Class 1
ProView
QLMMIX
ClearBridge Variable Mid Cap Portfolio Class I
ProView
QLMPTX
ClearBridge Variable Mid Cap Portfolio Class II
ProView
ANPRX
Virtus NFJ Mid-Cap Value Fund Class R6
ProView
PQNAX
Virtus NFJ Mid-Cap Value Fund Class A
ProView
PQNCX
Virtus NFJ Mid-Cap Value Fund Class C
ProView
PRNIX
Virtus NFJ Mid-Cap Value Fund Institutional Class
ProView
GWGIX
AMG GW&K Small/Mid Cap Fund Class I
ProView
GWGVX
AMG GW&K Small/Mid Cap Fund Class N
ProView
GWGZX
AMG GW&K Small/Mid Cap Fund Class Z
ProView
PRISX
T. Rowe Price Financial Services Fund Investor Class
ProView
TFIFX
T. Rowe Price Financial Services Fund Class I
ProView
ANDVX
Virtus NFJ Dividend Value Fund Class R6
ProView
NFJEX
Virtus NFJ Dividend Value Fund Institutional Class
ProView
PNEAX
Virtus NFJ Dividend Value Fund Class A
ProView
PNECX
Virtus NFJ Dividend Value Fund Class C
ProView
RSVAX
Victory RS Value Fund Class A
ProView
RSVYX
Victory RS Value Fund Class Y
ProView
RVACX
Victory RS Value Fund Class C
ProView
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
ProView
RYBKX
Rydex Banking Fund Class A
ProView
RYKAX
Rydex Banking Fund Class H
ProView
RYKCX
Rydex Banking Fund Class C
ProView
RYKIX
Rydex Banking Fund Investor Class
ProView
SDVD
FT Vest SMID Rising Dividend Achievers Target Income ETF
ProView
FTKI
First Trust Small Cap BuyWrite Income ETF
ProView
BOSOX
Boston Trust Walden Small Cap Fund
ProView
ANFVX
Virtus NFJ Small-Cap Value Fund Class R6
ProView
PCVAX
Virtus NFJ Small-Cap Value Fund Class A
ProView
PCVCX
Virtus NFJ Small-Cap Value Fund Class C
ProView
PSVIX
Virtus NFJ Small-Cap Value Fund Institutional Class
ProView
BKPSX
Banks UltraSector ProFund
ProView
BKPIX
Banks UltraSector ProFund
ProView
VAMO
Cambria Value and Momentum ETF
ProView
NDVCX
MFS New Discovery Value Fund Class C
ProView
NDVBX
MFS New Discovery Value Fund Class B
ProView
NDVIX
MFS New Discovery Value Fund Class I
ProView
NDVRX
MFS New Discovery Value Fund Class R1
ProView
NDVSX
MFS New Discovery Value Fund Class R2
ProView
NDVUX
MFS New Discovery Value Fund Class R4
ProView
NDVTX
MFS New Discovery Value Fund Class R3
ProView
NDVAX
MFS New Discovery Value Fund Class A
ProView
NDVVX
MFS New Discovery Value Fund Class R6
ProView
PSLAX
Putnam Small Cap Value Fund Class A
ProView
PSLCX
Putnam Small Cap Value Fund Class C
ProView
PYSVX
Putnam Small Cap Value Fund Class Y
ProView
PSCMX
Putnam Small Cap Value Fund Class R6
ProView
PSCRX
Putnam Small Cap Value Fund Class R
ProView
DPST
Direxion Daily Regional Banks Bull 3X ETF
ProView
NEFJX
Vaughan Nelson Small Cap Fund Class A
ProView
NEJCX
Vaughan Nelson Small Cap Fund Class C
ProView
NEJYX
Vaughan Nelson Small Cap Fund Class Y
ProView
VSCNX
Vaughan Nelson Small Cap Fund Class N
ProView
FFGRX
Emerald Growth Fund Investor Class
ProView
FGROX
Emerald Growth Fund Institutional Class
ProView
HSPCX
Emerald Growth Fund Class C
ProView
HSPGX
Emerald Growth Fund Class A
ProView
SEIS
SEI Select Small Cap ETF
ProView
PJARX
Principal SmallCap Value Fund II Class R-3
ProView
PLARX
Principal SmallCap Value Fund II Class R-5
ProView
PPVIX
Principal SmallCap Value Fund Institutional Class
ProView
PSMJX
Principal SmallCap Value Fund II Class J
ProView
PSMVX
Principal SmallCap Value Fund II Class R6
ProView
SCRSX
Bernstein Small Cap Core Portfolio - SCB
ProView
SCRZX
Bernstein Small Cap Core Portfolio-Z
ProView
SCRYX
Bernstein Small Cap Core Portfolio-Advisor
ProView
VEXPX
Vanguard Explorer Fund Investor Class
ProView
VEXRX
Vanguard Explorer Fund Admiral Shares
ProView
SLLAX
SIMT Small Cap Fund Class F
ProView
SMYFX
SIMT Small Cap Fund Class Y
ProView
HPF
John Hancock Preferred Income Fund II
ProView
LMOIX
ClearBridge Small Cap Growth Fund Class IS
ProView
LMPMX
ClearBridge Small Cap Growth Fund Class 1
ProView
LMPOX
ClearBridge Small Cap Growth Fund Class R
ProView
LMPSX
ClearBridge Small Cap Growth Fund Class FI
ProView
SASMX
ClearBridge Small Cap Growth Fund Class A
ProView
SBPYX
ClearBridge Small Cap Growth Fund Class I
ProView
SCSMX
ClearBridge Small Cap Growth Fund Class C
ProView
VVMCX
VALIC Company I Mid Cap Value Fund
ProView
QLMSIX
ClearBridge Variable Small Cap Growth Portfolio Class I
ProView
QLMSTX
ClearBridge Variable Small Cap Growth Portfolio Class II
ProView
FLC
Flaherty & Crumrine Total Return Fund
ProView
PDT
John Hancock Premium Dividend Fund
ProView
PFO
Flaherty & Crumrine Preferred Income Opportunity Fund Inc
ProView
DFP
Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
ProView
FFC
Flaherty & Crumrine Preferred Securities Income Fund Incorporated
ProView
HTD
John Hancock Tax-Advantaged Dividend Income Fund
ProView
IWN
iShares Russell 2000 Value ETF
ProView
PGF
Invesco Financial Preferred ETF
ProView
IACIX
VY American Century Small-Mid Cap Value Portfolio Initial
ProView
IASAX
VY American Century Small-Mid Cap Value Portfolio Advisor Class
ProView
IASSX
VY American Century Small-Mid Cap Value Portfolio Class S
ProView
ISMSX
VY American Century Small-Mid Cap Value Portfolio S2
ProView
PFD
Flaherty & Crumrine Preferred Income Fund Inc
ProView
TLEQX
Nuveen Life Small Cap Equity Fund
ProView
VSFAX
Federated Hermes MDT Small Cap Value Fund Class A
ProView
VSFCX
Federated Hermes MDT Small Cap Value Fund Class C
ProView
VSFIX
Federated Hermes MDT Small Cap Value Fund Institutional Class
ProView
VSFRX
Federated Hermes MDT Small Cap Value Fund Class R
ProView
VSFSX
Federated Hermes MDT Small Cap Value Fund Class R6
ProView
HPS
John Hancock Preferred Income Fund III
ProView
HPI
John Hancock Preferred Income Fund
ProView
TCSEX
Nuveen Quant Small Cap Equity Fund Class A
ProView
TISEX
Nuveen Quant Small Cap Equity Fund Class R6
ProView
TRSEX
Nuveen Quant Small Cap Equity Fund Retirement Class
ProView
TSCHX
Nuveen Quant Small Cap Equity Fund Class I
ProView
TSCWX
Nuveen Quant Small Cap Equity Fund Class W
ProView
TSRPX
Nuveen Quant Small Cap Equity Fund Premier Class
ProView
IVOV
Vanguard S&P Mid-Cap 400 Value ETF
ProView
ICSCX
William Blair Small Cap Value Fund Instl Cl
ProView
WBVNX
William Blair Small Cap Value Fund Class N
ProView
WBVRX
William Blair Small Cap Value Fund
ProView
STMSX
SIMT Tax-Managed Small/Mid Cap Fund Class F
ProView
STMPX
SIMT Tax-Managed Small/Mid Cap Fund Class Y
ProView
WDSAX
Allspring Disciplined Small Cap Fund Class A
ProView
WSCJX
Allspring Disciplined Small Cap Fund Class R6
ProView
WSCOX
Allspring Disciplined Small Cap Fund Institutional Class
ProView
FJACX
Fidelity Series Small Cap Discovery Fund
ProView
MDYV
State Street SPDR S&P 400 Mid Cap Value ETF
ProView
SMIZ
Zacks Small/Mid Cap ETF
ProView
VTWV
Vanguard Russell 2000 Value ETF
ProView
FISVX
Fidelity Small Cap Value Index Fund
ProView
VMFVX
Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Class
ProView
VRTVX
Vanguard Russell 2000 Value Index Fund Insti Cl
ProView
BBTSX
Bridge Builder Tax Managed Small/Mid Cap Fund
ProView
MLPIX
Mid-Cap Value ProFund
ProView
MLPSX
Mid-Cap Value ProFund
ProView
FMCAX
Fidelity Advisor Stock Selector Mid Cap Fund Class M
ProView
FMCCX
Fidelity Advisor Stock Selector Mid Cap Fund Class I
ProView
FMCDX
Fidelity Advisor Stock Selector Mid Cap Fund Class A
ProView
FMCEX
Fidelity Advisor Stock Selector Mid Cap Fund Class C
ProView
FSLZX
Fidelity Advisor Stock Selector Mid Cap Fund Class Z
ProView
FSSMX
Fidelity Advisor Stock Selector Mid Cap Fund
ProView
IIVLX
Transamerica Small/Mid Cap Value Fund Class C
ProView
IIVAX
Transamerica Small/Mid Cap Value Fund Class A
ProView
TASMX
Transamerica Small/Mid Cap Value Fund Class R6
ProView
TSMVX
Transamerica Small/Mid Cap Value Fund Class I2
ProView
TSVIX
Transamerica Small/Mid Cap Value Fund Class I
ProView
JSVPX
JPMorgan Small Cap Value Fund Class R3
ProView
JSVRX
JPMorgan Small Cap Value Fund Class R5
ProView
JSVQX
JPMorgan Small Cap Value Fund Class R4
ProView
JSVUX
JPMorgan Small Cap Value Fund Class R6
ProView
JSVZX
JPMorgan Small Cap Value Fund Class R2
ProView
OSVCX
JPMorgan Small Cap Value Fund Class C
ProView
PSOAX
JPMorgan Small Cap Value Fund Class A
ProView
PSOPX
JPMorgan Small Cap Value Fund Class I
ProView
VVSCX
VALIC Company I Small Cap Value Fund
ProView
PMYYX
Putnam Core Equity Fund Class Y
ProView
PMYAX
Putnam Core Equity Fund Class A
ProView
PMYCX
Putnam Core Equity Fund Class C
ProView
PMYTX
Putnam Core Equity Fund Class R6
ProView
MMGEX
MassMutual Small Cap Growth Equity Fund Class A
ProView
MMNJX
MassMutual Small Cap Growth Equity Fund Class Y
ProView
MSCYX
MassMutual Small Cap Growth Equity Fund Service Class
ProView
MSERX
MassMutual Small Cap Growth Equity Fund Class R4
ProView
MSGLX
MassMutual Small Cap Growth Equity Fund Administrative Class
ProView
MSGNX
MassMutual Small Cap Growth Equity Fund Class R3
ProView
MSGSX
MassMutual Small Cap Growth Equity Fund Class R5
ProView
MSGZX
MassMutual Small Cap Growth Equity Fund Class I
ProView
SDY
State Street SPDR S&P Dividend ETF
ProView
SMOX
Horizon Small/Mid Cap Core Equity ETF
ProView
PSK
State Street SPDR ICE Preferred Securities ETF
ProView
DFSV
Dimensional US Small Cap Value ETF
ProView
PQDI
Principal Spectrum Preferred and Income ETF
ProView
MIDE
Xtrackers S&P MidCap 400 Scored & Screened ETF
ProView
DPIAX
Destra Flaherty & Crumrine Preferred and Income Fund Class A
ProView
DPICX
Destra Flaherty & Crumrine Preferred and Income Fund Class C
ProView
DPIIX
Destra Flaherty & Crumrine Preferred and Income Fund Class I
ProView
EBIT
Harbor AlphaEdge Small Cap Earners ETF
ProView
NOSGX
Northern Funds Small Cap Value Fund
ProView
TQSAX
T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Advisor class
ProView
TQSIX
T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Class I
ProView
TQSMX
T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Investor Class
ProView
ASMNX
AQR Small Cap Momentum Style Fund Class N
ProView
ASMOX
AQR Small Cap Momentum Style Fund Class I
ProView
CFSSX
Column Small Cap Select Fund
ProView
PCSMX
Principal SmallCap Growth Fund I Class R6
ProView
PGRTX
Principal SmallCap Growth Fund Institutional Class
ProView
PPNMX
Principal SmallCap Growth Fund I Class R-3
ProView
PPNPX
Principal SmallCap Growth Fund I Class R-5
ProView
PSIJX
Principal SmallCap Growth Fund I
ProView
QSMRX
AQR Small Cap Momentum Style Fund Class R6
ProView
BRSVX
Bridgeway Small Cap Value Fund Class N
ProView
GSATX
Goldman Sachs Small Cap Value Insights Fund Cl A
ProView
GSCTX
Goldman Sachs Small Cap Value Insights Fund Cl C
ProView
GSITX
Goldman Sachs Small Cap Value Insights Fund Institutional Class
ProView
GSXPX
Goldman Sachs Small Cap Value Insights Fund Class P Shares
ProView
GTTUX
Goldman Sachs Small Cap Value Insights Fund Class R6
ProView
GTTTX
Goldman Sachs Small Cap Value Insights Fund Investor Class
ProView
GTTRX
Goldman Sachs Small Cap Value Insights Fund Cl R
ProView
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
ProView
IWM
iShares Russell 2000 ETF
ProView
CAPAX
Federated Hermes Capital Income Fund Class A
ProView
CAPCX
Federated Hermes Capital Income Fund Class C
ProView
CAPFX
Federated Hermes Capital Income Fund Class F
ProView
CAPRX
Federated Hermes Capital Income Fund Class R
ProView
CAPSX
Federated Hermes Capital Income Fund Institutional Class
ProView
FMUAX
Federated Hermes Muni and Stock Advantage Fund Class A
ProView
FMUCX
Federated Hermes Muni and Stock Advantage Fund Class C
ProView
FMUFX
Federated Hermes Muni and Stock Advantage Fund Class F
ProView
FMUIX
Federated Hermes Muni and Stock Advantage Fund Institutional Class
ProView
JIPIX
John Hancock Funds II Strategic Income Opportunities Fund Class I
ProView
JIPAX
John Hancock Funds II Strategic Income Opportunities Fund Class A
ProView
JIPCX
John Hancock Funds II Strategic Income Opportunities Fund Class C
ProView
JIPRX
John Hancock Funds II Strategic Income Opportunities Fund Class R6
ProView
JIPPX
John Hancock Funds II Strategic Income Opportunities Fund Class R2
ProView
JHSEX
John Hancock Funds II Strategic Income Opportunities Fund Class NAV
ProView
ISCV
iShares Morningstar Small-Cap Value ETF
ProView
PGX
Invesco Preferred ETF
ProView
QVMM
Invesco S&P MidCap 400 QVM Multi-factor ETF
ProView
FLXSX
Fidelity Flex Small Cap Index Fund
ProView
BBVSX
Bridge Builder Small/Mid Cap Value Fund
ProView
DFFVX
DFA US Targeted Value Portfolio
ProView
FSSNX
Fidelity Small Cap Index Fund
ProView
GMRIX
Nationwide Small Cap Index Fund Class R6
ProView
GMRAX
Nationwide Small Cap Index Fund Class A
ProView
GMSRX
Nationwide Small Cap Index Fund Class R
ProView
MSCGX
Mercer US Small/Mid Cap Equity Fund Class Y3
ProView
MSCQX
Mercer US Small/Mid Cap Equity Fund Class I
ProView
NWXRX
Nationwide Small Cap Index Fund Institutional Service Class
ProView
RB
ProShares Russell 2000 Dynamic Buffer ETF
ProView
SWSSX
Schwab Small-Cap Index Fund
ProView
TISBX
Nuveen Small Cap Blend Index Fund Class R6
ProView
TRBIX
Nuveen Small Cap Blend Index Fund Retirement Class
ProView
TRHBX
Nuveen Small Cap Blend Index Fund Class I
ProView
FNK
First Trust Mid Cap Value AlphaDEX Fund
ProView
ITWO
ProShares Russell 2000 High Income ETF
ProView
DAABX
DFA US Sustainability Targeted Value Portfolio
ProView
BFOR
Barron'S 400 ETF
ProView
IVOO
Vanguard S&P Mid-Cap 400 ETF
ProView
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
ProView
DFAT
Dimensional US Targeted Value ETF
ProView
FSCC
Federated Hermes MDT Small Cap Core ETF
ProView
MDY
State Street SPDR S&P MIDCAP 400 ETF Trust
ProView
IIRSX
Voya Russell Small Cap Index Portfolio Initial
ProView
IRCIX
Voya Russell Small Cap Index Portfolio Class S2
ProView
IRSIX
Voya Russell Small Cap Index Portfolio Advisor Class
ProView
IRSSX
Voya Russell Small Cap Index Portfolio Class S
ProView
RYFAX
Rydex Financial Services Fund Class H
ProView
RYFIX
Rydex Financial Services Fund Investor Class
ProView
RYFCX
Rydex Financial Services Fund Class C
ProView
RYFNX
Rydex Financial Services Fund Class A
ProView
TRCSX
T Rowe Price Small-Cap Index Fund Institutional Class
ProView
TRSYX
T Rowe Price Small-Cap Index Fund
ProView
TRZIX
T Rowe Price Small-Cap Index Fund Class Z
ProView
BSIVX
BlackRock Small Cap Index V.I. Fund Class I
ProView
BSIYX
BlackRock Small Cap Index V.I. Fund Class III
ProView
PRDSX
T. Rowe Price Integrated US Small-Cap Growth Equity Fund Investor Class
ProView
TQAIX
T. Rowe Price Integrated US Small-Cap Growth Equity Fund Class I
ProView
TQAAX
T. Rowe Price Integrated US Small-Cap Growth Equity Fund Advisor class
ProView
EZM
WisdomTree US MidCap Fund
ProView
VTWO
Vanguard Russell 2000 ETF
ProView
DFSTX
DFA US Small Cap Portfolio Institutional Class
ProView
DMIDX
BNY Mellon Midcap Index Fund, Inc Class I
ProView
MPSIX
Principal MidCap S&P 400 Index Fund Institutional Class
ProView
NSIDX
Northern Small Cap Index Fund
ProView
PESPX
BNY Mellon Midcap Index Fund, Inc Investor Class
ProView
PMAPX
Principal MidCap S&P 400 Index Fund Class R6
ProView
PMFJX
Principal MidCap S&P 400 Index Fund Class J
ProView
PMFPX
Principal MidCap S&P 400 Index Fund R-5 Class
ProView
PMFMX
Principal MidCap S&P 400 Index Fund R-3 Class
ProView
VCSLX
VALIC Company I Small Cap Index Fund
ProView
VRTIX
Vanguard Russell 2000 Index Fund Institutional
ProView
VVICX
Voya VACS Index Series SC Portfolio
ProView
SAUMX
SA US Small Company Fund
ProView
VVAVX
Venerable Small Cap Index Fund Class V
ProView
CFSLX
Column Small Cap Fund
ProView
PFFD
Global X US Preferred ETF
ProView
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF
ProView
MSSM
Morgan Stanley Pathway Small-Mid Cap Equity ETF
ProView
JESNX
John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series I
ProView
JESPX
John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Series II
ProView
JSCZX
JPMorgan US Small Company Fund Class R2
ProView
JSCSX
JPMorgan US Small Company Fund Class I
ProView
JTUCX
JPMorgan US Small Company Fund Class C
ProView
JTUAX
JPMorgan US Small Company Fund Class A
ProView
JUSMX
JPMorgan US Small Company Fund Class R6
ProView
JUSPX
JPMorgan US Small Company Fund Class R3
ProView
JUSSX
JPMorgan US Small Company Fund Class L
ProView
JUSYX
JPMorgan US Small Company Fund Class R5
ProView
JUSQX
JPMorgan US Small Company Fund Class R4
ProView
JVRNX
John Hancock Variable Insurance Trust Strategic Income Opportunities Trust Class NAV
ProView
FTHI
First Trust BuyWrite Income ETF
ProView
BKMC
BNY Mellon US Mid Cap Core Equity ETF
ProView
DFSVX
DFA US Small Cap Value Portfolio
ProView
FXSCX
Fidelity Flex Small Cap Focused Index Fund
ProView
JADMX
John Hancock Variable Insurance Trust Small Opportunities Trust Series Nav
ProView
JADPX
John Hancock Variable Insurance Trust Small Opportunities Trust Series II
ProView
JADLX
John Hancock Variable Insurance Trust Small Opportunities Trust Series I
ProView
JAEZX
John Hancock Variable Insurance Trust Mid Index Trust Series II
ProView
JAEYX
John Hancock Variable Insurance Trust Mid Index Trust Series Nav
ProView
JECIX
John Hancock Variable Insurance Trust Mid Cap Index Trust Series I
ProView
MIDKX
S&P MidCap Index Fund Class K
ProView
MXBUX
Empower S&P Mid Cap 400 Index Fund Class L
ProView
MXMDX
Empower S&P Mid Cap 400 Index Fund Investor Class
ProView
MXNZX
Empower S&P Mid Cap 400 Index Fund Institutional Class
ProView
NOMIX
Northern Funds Mid Cap Index Portfolio
ProView
SPMIX
S&P MidCap Index Fund Investor Class
ProView
MAMEX
MoA Mid Cap Equity Index Fund
ProView
CMDYX
Columbia Mid Cap Index Fund Institutional Class III
ProView
CPXRX
Columbia Mid Cap Index Fund Institutional II Class
ProView
MDPSX
Mid-Cap ProFund
ProView
MDPIX
Mid-Cap ProFund
ProView
NMPAX
Columbia Mid Cap Index Fund Institutional Class
ProView
NTIAX
Columbia Mid Cap Index Fund Class A
ProView
VMIDX
VALIC Company I Mid Cap Index Fund
ProView
VSPMX
Vanguard S&P Mid-Cap 400 Index Fund Institutional Class
ProView
FINS
Angel Oak Financial Strategies Income Term Trust
ProView
FNX
First Trust Mid Cap Core AlphaDEX Fund
ProView
GSSC
Goldman Sachs ActiveBeta US Small Cap Equity ETF
ProView
PNARX
Principal Spectrum Preferred and Capital Securities Income Fund Class R3
ProView
PPARX
Principal Spectrum Preferred and Capital Securities Income Fund Class R5
ProView
PPREX
Principal Spectrum Preferred and Capital Securities Income Fund
ProView
PPSAX
Principal Spectrum Preferred and Capital Securities Income Fund Class A
ProView
PPSIX
Principal Spectrum Preferred and Capital Securities Income Fund Institutional Class
ProView
PPSJX
Principal Spectrum Preferred and Capital Securities Income Fund Class J
ProView
PRFCX
Principal Spectrum Preferred and Capital Securities Income Fund Class C
ProView
UAPIX
ProFunds Ultra Small-Cap ProFund Investor Class
ProView
UAPSX
ProFunds Ultra Small-Cap ProFund Service Class
ProView
BBMC
JPMorgan BetaBuilders US Mid Cap Equity ETF
ProView
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
ProView
MVV
ProShares Ultra MidCap400
ProView
FMCLX
Federated Hermes Mid-Cap Index Fund Class R6
ProView
FMCRX
Federated Hermes Mid-Cap Index Fund Institutional Class
ProView
FMDCX
Federated Hermes Mid-Cap Index Fund Service Class
ProView
DON
WisdomTree US MidCap Dividend Fund
ProView
MIDU
Direxion Daily Mid Cap Bull 3X ETF
ProView
SCHA
Schwab US Small-Cap ETF
ProView
FTQI
First Trust Nasdaq BuyWrite Income ETF
ProView
JHPI
John Hancock Preferred Income ETF
ProView
STXM
Strive Mid Cap ETF
ProView
SWSCX
Schwab Small-Cap Equity Fund
ProView
MAAKX
MoA All America Fund
ProView
FSMD
Fidelity Small-Mid Multifactor ETF
ProView
RWK
Invesco S&P MidCap 400 Revenue ETF
ProView
SCHM
Schwab US Mid Cap ETF
ProView
DFAS
Dimensional US Small Cap ETF
ProView
GSCZX
GuideStone Funds Small Cap Equity Fund Investor Class
ProView
GSCYX
GuideStone Funds Small Cap Equity Fund Institutional Class
ProView
RYAKX
Russell 2000 1.5x Strategy Fund Class A
ProView
RYCMX
Russell 2000 1.5x Strategy Fund Class C
ProView
RYMKX
Russell 2000 1.5x Strategy Fund Class H
ProView
VISVX
Vanguard Small Cap Value Index Fund Investor Class
ProView
VSIAX
Vanguard Small Cap Value Index Fund admiral Class
ProView
VSIIX
Vanguard Small Cap Value Index Fund Institutional
ProView
VYSVX
Vericimetry US Small Cap Value Fund
ProView
VBR
Vanguard Small Cap Value ETF
ProView
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
ProView
JAEWX
John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav
ProView
JAJOX
John Hancock Variable Insurance Trust Small Cap Index Trust Series II
ProView
JESIX
John Hancock Variable Insurance Trust Small Cap Index Trust Series I
ProView
RYAHX
Mid-Cap 1.5x Strategy Fund Class A
ProView
RYDCX
Mid-Cap 1.5x Strategy Fund Class C
ProView
RYMDX
Mid-Cap 1.5x Strategy Fund Class H
ProView
UMPIX
ProFunds UltraMid-Cap ProFund Investor Class
ProView
UMPSX
ProFunds UltraMid-Cap ProFund Service Class
ProView
SFYX
Sofi Next 500 ETF
ProView
AVMV
Avantis US Mid Cap Value ETF
ProView
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
ProView
PFF
iShares Preferred and Income Securities ETF
ProView
UMDD
UltraPro MidCap400
ProView
UWM
ProShares Ultra Russell2000
ProView
FNDA
Schwab Fundamental US Small Company ETF
ProView
ISCB
iShares Morningstar Small-Cap ETF
ProView
IYG
iShares US Financial Services ETF
ProView
JPSE
JPMorgan Diversified Return US Small Cap Equity ETF
ProView
RYRHX
Russell 2000 Fund Class H
ProView
RYRRX
Russell 2000 Fund Class A
ProView
RYROX
Russell 2000 Fund Class C
ProView
SFSNX
Schwab Fundamental US Small Company Index Fund
ProView
USMIX
Victory Extended Market Index Fund Class Fund shares
ProView
VFVA
Vanguard US Value Factor ETF
ProView
AVLV
Avantis US Large Cap Value ETF
ProView
FZIPX
Fidelity ZERO Extended Market Index Fund
ProView
MMSCX
Praxis Small Cap Index Fund Class A
ProView
MMSIX
Praxis Small Cap Index Fund Class I
ProView
SLPIX
Small-Cap ProFund
ProView
SLPSX
Small-Cap ProFund Service Class
ProView
VRP
Invesco Variable Rate Preferred ETF
ProView
PEXMX
T. Rowe Price Extended Equity Market Index Fund
ProView
BSMAX
iShares Russell Small/Mid-Cap Index Fund Class Investor A
ProView
BSMKX
iShares Russell Small/Mid-Cap Index Fund Class K
ProView
BSMIX
iShares Russell Small/Mid-Cap Index Fund Institutional Class
ProView
FNCL
Fidelity MSCI Financials Index ETF
ProView
VFH
Vanguard Financials ETF
ProView
DFVEX
US Vector Equity Portfolio
ProView
DTSVX
Wilshire Small Company Value Fund Investment Class
ProView
FSMAX
Fidelity Extended Market Index Fund
ProView
GMSMX
GuideMark Small/Mid Cap Core Fund Service Class
ProView
NAESX
Vanguard Small Cap Index Fund Investor Class
ProView
SSMHX
State Street Small/Mid Cap Equity Index Portfolio
ProView
VEMPX
Vanguard Extended Market Index Fund Institutional Plus Class
ProView
VEXAX
Vanguard Extended Market Index Fund Admiral Shs
ProView
VEXMX
Vanguard Extended Market Index Fund Investor Class
ProView
VIEIX
Vanguard Extended Market Index Fund Institutional
ProView
VSCIX
Vanguard Small Cap Index Fund Institutional
ProView
VSCPX
Vanguard Small Cap Index Fund Institutional Plus
ProView
VSEQX
Vanguard Strategic Equity Fund Investor Class
ProView
VSMAX
Vanguard Small Cap Index Fund admiral Class
ProView
VSTCX
Vanguard Strategic Small-Cap Equity Fund Investor Shares
ProView
WIOPX
Wilshire Income Opportunities Fund Institutional Class
ProView
WIORX
Wilshire Income Opportunities Fund Investment Class
ProView
WSMVX
Wilshire Small Company Value Fund Institutional Class
ProView
GSMRX
GuideMark Small/Mid Cap Core Fund Class RS
ProView
JHMM
John Hancock Multifactor Mid Cap ETF
ProView
URTY
ProShares UltraPro Russell2000
ProView
VB
Vanguard Small Cap ETF
ProView
VXF
Vanguard Extended Market ETF
ProView
AVMC
Avantis US Mid Cap Equity ETF
ProView
WSML
iShares MSCI World Small-Cap ETF
ProView
IJSAX
VY JPMorgan Small Cap Core Equity Portfolio Advisor Class
ProView
IJSSX
VY JPMorgan Small Cap Core Equity Portfolio Service
ProView
IJSTX
VY JPMorgan Small Cap Core Equity Portfolio S2
ProView
IJSIX
VY JPMorgan Small Cap Core Equity Portfolio Initial
ProView
SECAX
SEI Institutional Investments Trust - Small Cap II Fund Class A
ProView
SMXAX
SEI Institutional Investments Trust - Extended Market Index Fund Class A
ProView
VFAIX
Vanguard Financial Index Fund Admiral Shs
ProView
VPRSX
VY JPMorgan Small Cap Core Equity Portfolio Class R6
ProView
DXUV
Dimensional US Vector Equity ETF
ProView
TILT
FlexShares Morningstar US Market Factor Tilt Index Fund
ProView
FAB
First Trust Multi Cap Value AlphaDEX Fund
ProView
CVMC
Calvert US Mid-Cap Core Responsible Index ETF
ProView
CFJIX
Calvert US Large Cap Value Responsible Index Fund Class I
ProView
CFJAX
Calvert US Large Cap Value Responsible Index Fund Class A
ProView
CLVRX
Calvert US Large Cap Value Responsible Index Fund Class R6
ProView
CMCRX
Calvert US Mid Cap Core Responsible Index Class R6
ProView
CMJAX
Calvert US Mid Cap Core Responsible Index Class A
ProView
CMJIX
Calvert US Mid Cap Core Responsible Index Class I
ProView
CZAMX
Columbia Multi-Manager Alternative Strategies Fund
ProView
LONAX
Longboard Alternative Growth Fund Class A
ProView
LONGX
Longboard Alternative Growth Fund Class I
ProView
SCIII
BlackRock Advantage SMID Cap V.I. Fund Class III
ProView
SMCPI
BlackRock Advantage SMID Cap V.I. Fund Class I
ProView
DEXC
Dimensional Emerging Markets ex China Core Equity ETF
ProView
FIDJX
Fidelity SAI Sustainable Sector Fund
ProView
QSPIX
AQR Style Premia Alternative Fund Class I
ProView
QSPRX
AQR Style Premia Alternative Fund Class R6
ProView
QSPNX
AQR Style Premia Alternative Fund Class N
ProView
REBYX
Russell US Small Cap Equity Fund Class Y
ProView
RLACX
Russell US Small Cap Equity Fund Class A
ProView
RLECX
Russell US Small Cap Equity Fund Class C
ProView
RLESX
Russell US Small Cap Equity Fund Class S
ProView
RSCRX
Russell US Small Cap Equity Fund Class R6
ProView
RTOUX
Russell Tax-Managed US Mid & Small Cap Fund Class M
ProView
RTSAX
Russell Tax-Managed US Mid & Small Cap Fund Class A
ProView
RTSCX
Russell Tax-Managed US Mid & Small Cap Fund Class C
ProView
RTSSX
Russell Tax-Managed US Mid & Small Cap Fund Class S
ProView
RUNTX
Russell US Small Cap Equity Fund Class M
ProView
RYRSX
Russell 2000 2x Strategy Fund Class H
ProView
RYRLX
Russell 2000 2x Strategy Fund Class C
ProView
RYRUX
Russell 2000 2x Strategy Fund Class A
ProView
QSERX
AQR Small Cap Multi-Style Fund Class R6
ProView
QSMLX
AQR Small Cap Multi-Style Fund Class I
ProView
QSMNX
AQR Small Cap Multi-Style Fund Class N
ProView
AVSU
Avantis Responsible US Equity ETF
ProView
DFUV
Dimensional US Marketwide Value ETF
ProView
PTL
Inspire 500 ETF
ProView
STXV
STRIVE 1000 VALUE ETF
ProView
RIFBX
Russell US Small Cap Equity Fund
ProView
BDVEX
BlackRock Diversified Equity Alpha Fund Institutional Class
ProView
DFUEX
DFA US Social Core Equity 2 Portfolio
ProView
HDG
ProShares Hedge Replication ETF
ProView
VTWG
Vanguard Russell 2000 Growth ETF
ProView
IWO
iShares Russell 2000 Growth ETF
ProView
AVLC
Avantis US Large Cap Equity ETF
ProView
DFQTX
DFA US Core Equity 2 Portfolio
ProView
FBALX
Fidelity Balanced Fund
ProView
FBAKX
Fidelity Balanced Fund Class K
ProView
FBAOX
Fidelity Balanced Fund Class A
ProView
FBAQX
Fidelity Balanced Fund Class M
ProView
FBARX
Fidelity Balanced Fund Class C
ProView
FBAUX
Fidelity Balanced Fund Class I
ProView
FBAVX
Fidelity Balanced Fund Class Z
ProView
FBKFX
Fidelity Balanced K6 Fund Class K6
ProView
FECGX
Fidelity Small Cap Growth Index Fund
ProView
PSVDX
PGIM Quant Solutions Small-Cap Value Fund Class R2
ProView
PSVKX
PGIM Quant Solutions Small-Cap Value Fund Class R4
ProView
SATOX
Sanford C. Bernstein Fund Tax-Aware Overlay A Portfolio Class 1
ProView
SATTX
Sanford C. Bernstein Fund Tax-Aware Overlay A Portfolio Class 2
ProView
TASVX
PGIM Quant Solutions Small-Cap Value Fund Class Z
ProView
TRACX
PGIM Quant Solutions Small-Cap Value Fund Class C
ProView
TSVAX
PGIM Quant Solutions Small-Cap Value Fund Class A
ProView
TSVRX
PGIM Quant Solutions Small-Cap Value Fund Class R
ProView
TSVQX
PGIM Quant Solutions Small-Cap Value Fund Class R6
ProView
VRTGX
Vanguard Russell 2000 Growth Index Fund Insti Cl
ProView
AVUS
Avantis US Equity ETF
ProView
PFM
Invesco Dividend Achievers ETF
ProView
VIG
Vanguard Dividend Appreciation ETF
ProView
VYM
Vanguard High Dividend Yield ETF
ProView
CDEI
Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF
ProView
DFAC
Dimensional US Core Equity 2 ETF
ProView
DFEOX
DFA US Core Equity 1 Portfolio
ProView
VDADX
Vanguard Dividend Appreciation Index Fund Admiral Shs
ProView
VHYAX
Vanguard High Dividend Yield Index Fund Admiral Class
ProView
DFSIX
DFA US Sustainability Core I Portfolio Institutional Class
ProView
GSEQX
Goldman Sachs Multi-Manager Global Equity Fund Class R6
ProView
MASPX
BlackRock Advantage SMID Cap Fund Inc Institutional Class
ProView
MCSPX
BlackRock Advantage SMID Cap Fund Inc Class C
ProView
MDSPX
BlackRock Advantage SMID Cap Fund Inc Class A
ProView
MKSPX
BlackRock Advantage SMID Cap Fund Inc Class K
ProView
MRSPX
BlackRock Advantage SMID Cap Fund Inc Class R
ProView
DGRO
iShares Core Dividend Growth ETF
ProView
IUSV
iShares Core S&P US Value ETF
ProView
DCOR
Dimensional US Core Equity 1 ETF
ProView
AVUNX
Avantis US Equity Fund Class G
ProView
AVUSX
Avantis US Equity Fund Institutional Class
ProView
DSMZX
Destinations Small-Mid Cap Equity Fund Class Z
ProView
DSMFX
Destinations Small-Mid Cap Equity Fund Class I
ProView
DVRIX
MFS Global Alternative Strategy Fund Class I
ProView
DVRAX
MFS Global Alternative Strategy Fund Class A
ProView
DVRFX
MFS Global Alternative Strategy Fund Class R1
ProView
DVRCX
MFS Global Alternative Strategy Fund Class C
ProView
DVRHX
MFS Global Alternative Strategy Fund Class R2
ProView
DVRBX
MFS Global Alternative Strategy Fund Class B
ProView
DVRJX
MFS Global Alternative Strategy Fund Class R3
ProView
DVRLX
MFS Global Alternative Strategy Fund Class R5
ProView
DVRKX
MFS Global Alternative Strategy Fund Class R4
ProView
FSBCX
Federated Hermes Global Allocation Fund Class C
ProView
FSBKX
Federated Hermes Global Allocation Fund Class R
ProView
FSBLX
Federated Hermes Global Allocation Fund Class R6
ProView
FSTBX
Federated Hermes Global Allocation Fund Class A
ProView
JAFVX
John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav
ProView
QCSTPX
CREF Total Global Stock Account Class R2
ProView
QCSTRX
CREF Total Global Stock Account Class R1
ProView
QCSTIX
CREF Total Global Stock Account Class R3
ProView
QCSTFX
CREF Total Global Stock Account Class R4
ProView
SAOOX
Sanford C Bernstein Fund Class 1
ProView
SAOTX
Sanford C Bernstein Fund Class 2
ProView
SBFIX
Federated Hermes Global Allocation Fund Institutional Class
ProView
IYY
iShares Dow Jones US ETF
ProView
ONEQ
Fidelity Nasdaq Composite Index ETF
ProView
VLU
State Street SPDR S&P 1500 Value Tilt ETF
ProView
DFAU
Dimensional US Core Equity Market ETF
ProView
DFSE
Dimensional Emerging Markets Sustainability Core 1 ETF
ProView
DFSU
Dimensional US Sustainability Core 1 ETF
ProView
DFUS
Dimensional US Equity Market ETF
ProView
BBGSX
Bridge Builder Small/Mid Cap Growth Fund
ProView
CISIX
Calvert US Large Cap Core Responsible Index Fund Class I
ProView
CSXAX
Calvert US Large Cap Core Responsible Index Fund Class A
ProView
CSXRX
Calvert US Large Cap Core Responsible Index Fund Class R6
ProView
CSXCX
Calvert US Large Cap Core Responsible Index Fund Class C
ProView
ESGV
Vanguard ESG US Stock ETF
ProView
ETTOX
E TRADE No Fee Total Market Index Fund
ProView
FCTDX
Strategic Advisers Fidelity US Total Stock Fund
ProView
FNCMX
Fidelity NASDAQ Composite Index
ProView
NCGFX
New Covenant Growth Fund
ProView
PGBLX
Principal Global Diversified Income Fund Class R6
ProView
PGBAX
Principal Global Diversified Income Fund Class A
ProView
PGDCX
Principal Global Diversified Income Fund Class C
ProView
PGDIX
Principal Global Diversified Income Fund Institutional Class
ProView
SSTTX
State Street Total Return V.I.S. Fund CL 3
ProView
SSTIX
State Street Total Return V.I.S. Fund CL1
ProView
GUSA
Goldman Sachs MarketBeta US 1000 Equity ETF
ProView
FNDB
Schwab Fundamental US Broad Market ETF
ProView
ITOT
iShares Core S&P Total US Stock Market ETF
ProView
JHML
John Hancock Multifactor Large Cap ETF
ProView
MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
ProView
SCHK
Schwab 1000 Index ETF
ProView
SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
ProView
VT
Vanguard Total World Stock ETF
ProView
EBI
Longview Advantage ETF
ProView
HKND
Humankind US Stock ETF
ProView
AVTM
Avantis Total Equity Markets ETF
ProView
BOSVX
Bridgeway Omni Small Cap Value Fund
ProView
FCFMX
Fidelity Series Total Market Index Fund
ProView
FSAKX
Strategic Advisers US Total Stock Fund
ProView
FSKAX
Fidelity Total Market Index Fund
ProView
FZROX
Fidelity ZERO Total Market Index Fund
ProView
JAFEX
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav
ProView
JAFFX
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series II
ProView
JETSX
John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I
ProView
KCXIX
Knights of Columbus US All Cap Index Fund I Class
ProView
POMIX
T. Rowe Price Total Equity Market Index Fund
ProView
SNXFX
Schwab 1000 Index Fund
ProView
SSBIX
State Street Balanced Index Fund Class K
ProView
SWTSX
Schwab Total Stock Market Index Fund
ProView
TLSTX
Nuveen Life Stock Index Fund
ProView
VITNX
Vanguard Institutional Total Stock Market Index Fund Institutional Shs
ProView
VITPX
Vanguard Institutional Total Stock Market Index Fund Inst. Plus Shares
ProView
VITSX
Vanguard Total Stock Market Index Fund Institutional
ProView
VRTTX
Vanguard Russell 3000 Index Fund Institutional
ProView
VSMPX
Vanguard Total Stock Market Index Fund Institutional Plus Shares
ProView
VSTSX
Vanguard Total Stock Market Index Fund Institutional Select Shares
ProView
VTSAX
Vanguard Total Stock Market Index Fund Admiral Shares
ProView
VTSMX
Vanguard Total Stock Market Index Fund Investor Class
ProView
VTWAX
Vanguard Total World Stock Index Fund Admiral Class
ProView
VTWIX
Vanguard Total World Stock Index Fund Inst Shs
ProView
WFIVX
Wilshire 5000 Index Fund Investment Class
ProView
WINDX
Wilshire 5000 Index Fund Institutional Class
ProView
SAMKX
SA US Core Market Fund
ProView
BASMX
iShares Total US Stock Market Index Fund Class Investor A
ProView
BITSX
iShares Total US Stock Market Index Fund Institutional Class
ProView
BKTSX
iShares Total US Stock Market Index Fund Class K
ProView
RSSL
Global X Russell 2000 ETF
ProView
THRO
iShares US Thematic Rotation Active ETF
ProView
AALGX
Thrivent Global Stock Fund Class A
ProView
GARUX
Goldman Sachs Absolute Return Tracker Fund Class R6
ProView
GARTX
Goldman Sachs Absolute Return Tracker Fund Class A
ProView
GCRTX
Goldman Sachs Absolute Return Tracker Fund Class C
ProView
GJRTX
Goldman Sachs Absolute Return Tracker Fund Class I
ProView
GRRTX
Goldman Sachs Absolute Return Tracker Fund Class R
ProView
GSGPX
Goldman Sachs Absolute Return Tracker Fund Class P
ProView
GSRTX
Goldman Sachs Absolute Return Tracker Fund Investor Class
ProView
IILGX
Thrivent Global Stock Fund Class S
ProView
TAAAX
Thrivent Aggressive Allocation Fund Class A
ProView
TAAIX
Thrivent Aggressive Allocation Fund Class S
ProView
TCAIX
Thrivent Moderately Conservative Allocation Fund Class S
ProView
TCAAX
Thrivent Moderately Conservative Allocation Fund Class A
ProView
TCEPX
Nuveen Equity Index Fund Premier Class
ProView
TEIHX
Nuveen Equity Index Fund Class I
ProView
TEQWX
Nuveen Equity Index Fund Class W
ProView
THMAX
Thrivent Moderate Allocation Fund Class A
ProView
TIEIX
Nuveen Equity Index Fund Class R6
ProView
TINRX
Nuveen Equity Index Fund Class A
ProView
TIQRX
Nuveen Equity Index Fund Retirement Class
ProView
TMAIX
Thrivent Moderate Allocation Fund Class S
ProView
TMAFX
Thrivent Moderately Aggressive Allocation Fund Class S
ProView
TMAAX
Thrivent Moderately Aggressive Allocation Fund Class A
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VBAIX
Vanguard Balanced Index Fund Institutional Plus
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VBIAX
Vanguard Balanced Index Fund admiral Class
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VBINX
Vanguard Balanced Index Fund
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CSQ
Calamos Strategic Total Return Fund
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BXMDX
Blackstone Alternative Multi-Strategy Fund Class D
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BXMIX
Blackstone Alternative Multi-Strategy Fund Class I
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BXMYX
Blackstone Alternative Multi-Strategy Fund Class Y
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GFSYX
Strategic Alternatives Fund Institutional Class
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GFSZX
Strategic Alternatives Fund Investor Class
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QRPRX
AQR Alternative Risk Premia Fund Class R6
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QRPIX
AQR Alternative Risk Premia Fund Class I
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QRPNX
AQR Alternative Risk Premia Fund Class N
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QCFIX
AQR CVX Fusion Fund Class I
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QCFNX
AQR CVX Fusion Fund Class N
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QCFRX
AQR CVX Fusion Fund Class R6
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IALT
iShares Systematic Alternatives Active ETF
ProView
AQMIX
AQR Managed Futures Strategy Fund Class I
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AQMNX
AQR Managed Futures Strategy Fund Class N
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AQMRX
AQR Managed Futures Strategy Fund Class R6
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QLENX
AQR Long-Short Equity Fund Class N
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QLEIX
AQR Long-Short Equity Fund Class I
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QLERX
AQR Long-Short Equity Fund Class R6
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QNZNX
AQR Trend Total Return Fund Class N
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QNZRX
AQR Trend Total Return Fund Class R6
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QNZIX
AQR Trend Total Return Fund Class I
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QMHIX
AQR Managed Futures Strategy HV Fund Class I
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QMHNX
AQR Managed Futures Strategy HV Fund Class N
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QMHRX
AQR Managed Futures Strategy HV Fund Class R6
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