ETFs & Mutual Funds Holding CBU
ETFs & Mutual Funds Holding CBU
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ETFs & Mutual Funds Holding CBU
Get exposure to Community Financial System Inc. through 391 funds
Popular:
See what your portfolio actually owns
Your funds unpacked, overlap, fees and score, free on screen. The full report is $25, once. Download sample.
All 391 Funds with CBU
| Fund ↕ | Weight ↓ | |
|---|---|---|
| CALRX Calvert Small-Cap Fund Class R6 | 3.33% | View |
| CCVAX Calvert Small-Cap Fund Class A | 3.33% | View |
| CSCCX Calvert Small-Cap Fund Class C | 3.33% | View |
| CSVIX Calvert Small-Cap Fund Class I | 3.33% | View |
| FHUMX Federated Hermes US SMID Fund Class IS | 3.12% | View |
| ECSMX Eaton Vance Small-Cap Fund Class C | 2.90% | View |
| EISGX Eaton Vance Small-Cap Class I | 2.90% | View |
| ERSGX Eaton Vance Small-Cap Class R | 2.90% | View |
| ETEGX Eaton Vance Small-Cap Fund Class A | 2.90% | View |
| ANPRX Virtus NFJ Mid-Cap Value Fund Class R6 | 2.11% | View |
| PQNAX Virtus NFJ Mid-Cap Value Fund Class A | Pro | View |
| PQNCX Virtus NFJ Mid-Cap Value Fund Class C | Pro | View |
| PRNIX Virtus NFJ Mid-Cap Value Fund Institutional Class | Pro | View |
| SCSIX Sterling Capital Small Cap Value Fund Class R6 | Pro | View |
| STSCX Sterling Capital Small Cap Value Fund Instl Class | Pro | View |
| STSNX Sterling Capital Small Cap Value Fund Class A | Pro | View |
| STSOX Sterling Capital Small Cap Value Fund Class C | Pro | View |
| FSRBX Fidelity Select Banking Portfolio | Pro | View |
| ANDVX Virtus NFJ Dividend Value Fund Class R6 | Pro | View |
| NFJEX Virtus NFJ Dividend Value Fund Institutional Class | Pro | View |
| PNEAX Virtus NFJ Dividend Value Fund Class A | Pro | View |
| PNECX Virtus NFJ Dividend Value Fund Class C | Pro | View |
| NBSM Neuberger Berman Small-Mid Cap ETF | Pro | View |
| SMCO Hilton Small-MidCap Opportunity ETF | Pro | View |
| ANFVX Virtus NFJ Small-Cap Value Fund Class R6 | Pro | View |
| BWNYX Bullfinch Western New York Series | Pro | View |
| PCVAX Virtus NFJ Small-Cap Value Fund Class A | Pro | View |
| PCVCX Virtus NFJ Small-Cap Value Fund Class C | Pro | View |
| PSVIX Virtus NFJ Small-Cap Value Fund Institutional Class | Pro | View |
| NBGAX Neuberger Genesis Fund Advisor Class | Pro | View |
| NBGEX Neuberger Genesis Fund | Pro | View |
| NBGIX Neuberger Genesis Fund Institutional Class | Pro | View |
| NBGNX Neuberger Genesis Fund Investor Class | Pro | View |
| NRGEX Neuberger Genesis Fund Class E | Pro | View |
| NRGSX Neuberger Genesis Fund Class R6 | Pro | View |
| KBWR Invesco KBW Regional Banking ETF | Pro | View |
| LMRIX 1919 Financial Services Fund Cl I | Pro | View |
| SBFAX 1919 Financial Services Fund Cl A | Pro | View |
| SFSLX 1919 Financial Services Fund Cl C | Pro | View |
| FKICX Fidelity Small Cap Stock K6 Fund | Pro | View |
| FSLCX Fidelity Small Cap Stock Fund | Pro | View |
| DGRS WisdomTree US SmallCap Quality Dividend Growth Fund | Pro | View |
| SBHVX Segall Bryant & Hamill Small Cap Value Fund Institutional Class | Pro | View |
| SBRVX Segall Bryant & Hamill Small Cap Value Fund Retail Class | Pro | View |
| CMCIX Calvert Small/Mid-Cap Fund Class I | Pro | View |
| CMPAX Calvert Small/Mid-Cap Fund Class A | Pro | View |
| CMPCX Calvert Small/Mid-Cap Fund Class C | Pro | View |
| KBE State Street SPDR S&P Bank ETF | Pro | View |
| NFJ Virtus Dividend, Interest & Premium Strategy Fund | Pro | View |
| FSSLX Fidelity Series Small Cap Core Fund | Pro | View |
| XSLV Invesco S&P SmallCap Low Volatility ETF | Pro | View |
| PSCF Invesco S&P SmallCap Financials ETF | Pro | View |
| BKPSX Banks UltraSector ProFund | Pro | View |
| BKPIX Banks UltraSector ProFund | Pro | View |
| LZCOX Lazard US Small-Mid Cap Equity Portfolio Open Shares | Pro | View |
| LZSCX Lazard US Small-Mid Cap Equity Portfolio Institutional Shares | Pro | View |
| RLSMX Lazard US Small-Mid Cap Equity Portfolio R6 Shs | Pro | View |
| GSQRX Goldman Sachs Small Cap Value Fund Class R | Pro | View |
| GSQTX Goldman Sachs Small Cap Value Fund Investor Class | Pro | View |
| GSSCX Goldman Sachs Small Cap Value Fund Class C Shares | Pro | View |
| GSSMX Goldman Sachs Small Cap Value Fund A Shares | Pro | View |
| GSSSX Goldman Sachs Small Cap Value Fund Service Shares | Pro | View |
| GSSUX Goldman Sachs Small Cap Value Fund Class R6 | Pro | View |
| GSSIX Goldman Sachs Small Cap Value Fund Institutional Shares | Pro | View |
| GSYPX Goldman Sachs Small Cap Value Fund Class P Shares | Pro | View |
| FSCDX Fidelity Advisor Small Cap Fund Class A | Pro | View |
| FSCEX Fidelity Advisor Small Cap Fund Class C | Pro | View |
| FSCIX Fidelity Advisor Small Cap Fund Class I | Pro | View |
| FSCTX Fidelity Advisor Small Cap Fund Class M | Pro | View |
| FZAOX Fidelity Advisor Small Cap Fund Class Z | Pro | View |
| KRE State Street SPDR S&P Regional Banking ETF | Pro | View |
| NOSGX Northern Funds Small Cap Value Fund | Pro | View |
| QTSCIX Thrivent Small Cap Index Portfolio | Pro | View |
| ESIX State Street SPDR S&P SmallCap 600 ESG ETF | Pro | View |
| FSOPX Fidelity Series Small Cap Opportunities Fund | Pro | View |
| DPST Direxion Daily Regional Banks Bull 3X ETF | Pro | View |
| TPSC Timothy Plan US Small Cap Core ETF | Pro | View |
| FCDAX Fidelity Advisor Stock Selector Small Cap Fund Class A | Pro | View |
| FCDCX Fidelity Advisor Stock Selector Small Cap Fund Class C | Pro | View |
| FCDIX Fidelity Advisor Stock Selector Small Cap Fund Class I | Pro | View |
| FCDTX Fidelity Advisor Stock Selector Small Cap Fund Class M | Pro | View |
| FSSZX Fidelity Advisor Stock Selector Small Cap Fund Class Z | Pro | View |
| DES WisdomTree US SmallCap Dividend Fund | Pro | View |
| AASSX American Beacon Small Cap Value Fund Advisor Class | Pro | View |
| AASRX American Beacon Small Cap Value Fund R6 Class | Pro | View |
| ABSAX American Beacon Small Cap Value Fund A Class | Pro | View |
| ABSYX American Beacon Small Cap Value Fund Y Class | Pro | View |
| ASVCX American Beacon Small Cap Value Fund C Class | Pro | View |
| AVFIX American Beacon Small Cap Value Fund Institutional Class | Pro | View |
| AVPAX American Beacon Small Cap Value Fund Investor Class | Pro | View |
| CBHCX Victory Market Neutral Income Fund Class C | Pro | View |
| CBHIX Victory Market Neutral Income Fund Class I | Pro | View |
| CBHAX Victory Market Neutral Income Fund Class A | Pro | View |
| CBHMX Victory Market Neutral Income Fund Member Class | Pro | View |
| FIIAX Fidelity Advisor Mid Cap II Fund Class A | Pro | View |
| FIICX Fidelity Advisor Mid Cap II Fund Class C | Pro | View |
| FIIMX Fidelity Advisor Mid Cap II Fund Class I | Pro | View |
| FITIX Fidelity Advisor Mid Cap II Fund Class M | Pro | View |
| FZAMX Fidelity Advisor Mid Cap II Fund Class Z | Pro | View |
| AVSBX Avantis US Small Cap Equity Fund Class G | Pro | View |
| AVSCX Avantis US Small Cap Equity Fund Institutional Class | Pro | View |
| VFMFX Vanguard US Multifactor Fund Admiral Shares | Pro | View |
| EES WisdomTree US SmallCap Fund | Pro | View |
| QVMS Invesco S&P SmallCap 600 QVM Multi-factor ETF | Pro | View |
| CRSSX Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class | Pro | View |
| PSPIX Principal SmallCap S&P 600 Index Fund Class R6 | Pro | View |
| PSSIX Principal SmallCap S&P 600 Index Fund Institutional Class | Pro | View |
| PSSJX Principal SmallCap S&P 600 Index Fund Class J | Pro | View |
| PSSMX Principal SmallCap S&P 600 Index Fund Class R-3 | Pro | View |
| PSSPX Principal SmallCap S&P 600 Index Fund Class R-5 | Pro | View |
| SGPIX Small-Cap Growth ProFund | Pro | View |
| SGPSX Small-Cap Growth ProFund | Pro | View |
| BTO John Hancock Financial Opportunities Fund | Pro | View |
| VIOG Vanguard S&P Small Cap 600 Growth ETF | Pro | View |
| SLYG State Street SPDR S&P 600 Small Cap Growth ETF | Pro | View |
| CSPYX Columbia Small Cap Index Fund Institutional Class III | Pro | View |
| CXXRX Columbia Small Cap Index Fund Institutional II Class | Pro | View |
| DISIX BNY Mellon Smallcap Stock Index Fund Class I | Pro | View |
| DISSX BNY Mellon Smallcap Stock Index Fund Investor Class | Pro | View |
| MXERX Empower S&P Small Cap 600 Index Fund Institutional Class | Pro | View |
| MXISX Empower S&P Small Cap 600 Index Fund Investor Class | Pro | View |
| MXNSX Empower S&P Small Cap 600 Index Fund Class L | Pro | View |
| NMSAX Columbia Small Cap Index Fund class A | Pro | View |
| NMSCX Columbia Small Cap Index Fund Institutional Class | Pro | View |
| SMCIX S&P SmallCap Index Fund Investor Class | Pro | View |
| SMLKX S&P SmallCap Index Fund Class K | Pro | View |
| VSMSX Vanguard S&P Small Cap 600 Index Fund Institutional | Pro | View |
| MASOX MoA Small Cap Equity Index Fund | Pro | View |
| IJR iShares Core S&P Small-Cap ETF | Pro | View |
| ISMD Inspire Small/Mid Cap ETF | Pro | View |
| VIOV Vanguard S&P Small Cap 600 Value ETF | Pro | View |
| IJT iShares S&P Small-Cap 600 Growth ETF | Pro | View |
| SLYV State Street SPDR S&P 600 Small Cap Value ETF | Pro | View |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap ETF | Pro | View |
| VIOO Vanguard S&P Small-Cap 600 ETF | Pro | View |
| VSMVX Vanguard S&P Small Cap 600 Value Index Fund Institutional | Pro | View |
| VTMSX Vanguard Tax Managed Small Cap Fund Admiral Cl | Pro | View |
| VTSIX Vanguard Tax Managed Small Cap Fund Institutional Plus | Pro | View |
| VTWV Vanguard Russell 2000 Value ETF | Pro | View |
| RUSC Russell Investments US Small Cap Equity ETF | Pro | View |
| IWN iShares Russell 2000 Value ETF | Pro | View |
| AVSC Avantis US Small Cap Equity ETF | Pro | View |
| BBTSX Bridge Builder Tax Managed Small/Mid Cap Fund | Pro | View |
| FISVX Fidelity Small Cap Value Index Fund | Pro | View |
| SDY State Street SPDR S&P Dividend ETF | Pro | View |
| CFSSX Column Small Cap Select Fund | Pro | View |
| DTSVX Wilshire Small Company Value Fund Investment Class | Pro | View |
| SVPSX Small-Cap Value ProFund | Pro | View |
| SVPIX Small-Cap Value ProFund | Pro | View |
| VRTVX Vanguard Russell 2000 Value Index Fund Insti Cl | Pro | View |
| WSMVX Wilshire Small Company Value Fund Institutional Class | Pro | View |
| STXK Strive Small-Cap ETF | Pro | View |
| JHSC John Hancock Multifactor Small Cap ETF | Pro | View |
| SAA ProShares Ultra SmallCap600 | Pro | View |
| BKSE BNY Mellon US Small Cap Core Equity ETF | Pro | View |
| RIFBX Russell US Small Cap Equity Fund | Pro | View |
| DFMC Dimensional US Micro Cap Portfolio ETF | Pro | View |
| BBSC JPMorgan BetaBuilders US Small Cap Equity ETF | Pro | View |
| DHS WisdomTree US High Dividend Fund | Pro | View |
| FYX First Trust Small Cap Core AlphaDEX Fund | Pro | View |
| FYT First Trust Small Cap Value AlphaDEX Fund | Pro | View |
| DFAT Dimensional US Targeted Value ETF | Pro | View |
| RSSL Global X Russell 2000 ETF | Pro | View |
| DFFVX DFA US Targeted Value Portfolio | Pro | View |
| JAEWX John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav | Pro | View |
| JAJOX John Hancock Variable Insurance Trust Small Cap Index Trust Series II | Pro | View |
| JESIX John Hancock Variable Insurance Trust Small Cap Index Trust Series I | Pro | View |
| OMFS Invesco Russell 2000 Dynamic Multifactor ETF | Pro | View |
| REBYX Russell US Small Cap Equity Fund Class Y | Pro | View |
| RLACX Russell US Small Cap Equity Fund Class A | Pro | View |
| RLECX Russell US Small Cap Equity Fund Class C | Pro | View |
| RLESX Russell US Small Cap Equity Fund Class S | Pro | View |
| RSCRX Russell US Small Cap Equity Fund Class R6 | Pro | View |
| RUNTX Russell US Small Cap Equity Fund Class M | Pro | View |
| DAABX DFA US Sustainability Targeted Value Portfolio | Pro | View |
| VTWO Vanguard Russell 2000 ETF | Pro | View |
| IWM iShares Russell 2000 ETF | Pro | View |
| ISCV iShares Morningstar Small-Cap Value ETF | Pro | View |
| DFSCX DFA US Micro Cap Portfolio | Pro | View |
| FLXSX Fidelity Flex Small Cap Index Fund | Pro | View |
| GMRIX Nationwide Small Cap Index Fund Class R6 | Pro | View |
| GMRAX Nationwide Small Cap Index Fund Class A | Pro | View |
| GMSRX Nationwide Small Cap Index Fund Class R | Pro | View |
| JADMX John Hancock Variable Insurance Trust Small Opportunities Trust Series Nav | Pro | View |
| JADPX John Hancock Variable Insurance Trust Small Opportunities Trust Series II | Pro | View |
| JADLX John Hancock Variable Insurance Trust Small Opportunities Trust Series I | Pro | View |
| NWXRX Nationwide Small Cap Index Fund Institutional Service Class | Pro | View |
| SWSSX Schwab Small-Cap Index Fund | Pro | View |
| TRCSX T Rowe Price Small-Cap Index Fund Institutional Class | Pro | View |
| TRSYX T Rowe Price Small-Cap Index Fund | Pro | View |
| TRZIX T Rowe Price Small-Cap Index Fund Class Z | Pro | View |
| VVICX Voya VACS Index Series SC Portfolio | Pro | View |
| BSIVX BlackRock Small Cap Index V.I. Fund Class I | Pro | View |
| BSIYX BlackRock Small Cap Index V.I. Fund Class III | Pro | View |
| VVAVX Venerable Small Cap Index Fund Class V | Pro | View |
| FSSNX Fidelity Small Cap Index Fund | Pro | View |
| IIRSX Voya Russell Small Cap Index Portfolio Initial | Pro | View |
| IRCIX Voya Russell Small Cap Index Portfolio Class S2 | Pro | View |
| IRSIX Voya Russell Small Cap Index Portfolio Advisor Class | Pro | View |
| IRSSX Voya Russell Small Cap Index Portfolio Class S | Pro | View |
| ITWO ProShares Russell 2000 High Income ETF | Pro | View |
| NSIDX Northern Small Cap Index Fund | Pro | View |
| RB ProShares Russell 2000 Dynamic Buffer ETF | Pro | View |
| VCSLX VALIC Company I Small Cap Index Fund | Pro | View |
| VRTIX Vanguard Russell 2000 Index Fund Institutional | Pro | View |
| KBFR Innovator US Small Cap Managed 10 Buffer ETF | Pro | View |
| RTOUX Russell Tax-Managed US Mid & Small Cap Fund Class M | Pro | View |
| RTSAX Russell Tax-Managed US Mid & Small Cap Fund Class A | Pro | View |
| RTSCX Russell Tax-Managed US Mid & Small Cap Fund Class C | Pro | View |
| RTSSX Russell Tax-Managed US Mid & Small Cap Fund Class S | Pro | View |
| VFQY Vanguard US Quality Factor ETF | Pro | View |
| SAUMX SA US Small Company Fund | Pro | View |
| PRFZ Invesco RAFI US 1500 Small-Mid ETF | Pro | View |
| VBR Vanguard Morningstar Small-Cap Value ETF | Pro | View |
| FNDA Schwab Fundamental US Small Company ETF | Pro | View |
| DFAS Dimensional US Small Cap ETF | Pro | View |
| DFSTX DFA US Small Cap Portfolio Institutional Class | Pro | View |
| SFSNX Schwab Fundamental US Small Company Index Fund | Pro | View |
| UAPIX ProFunds Ultra Small-Cap ProFund Investor Class | Pro | View |
| UAPSX ProFunds Ultra Small-Cap ProFund Service Class | Pro | View |
| LVHD Franklin U.S. Low Volatility High Dividend Index ETF | Pro | View |
| SCHA Schwab US Small-Cap ETF | Pro | View |
| CFSLX Column Small Cap Fund | Pro | View |
| LONAX Longboard Alternative Growth Fund Class A | Pro | View |
| LONGX Longboard Alternative Growth Fund Class I | Pro | View |
| RYAKX Russell 2000 1.5x Strategy Fund Class A | Pro | View |
| RYCMX Russell 2000 1.5x Strategy Fund Class C | Pro | View |
| RYMKX Russell 2000 1.5x Strategy Fund Class H | Pro | View |
| VISVX Vanguard Morningstar Small-Cap Value Index Fund Investor Class | Pro | View |
| VSIAX Vanguard Morningstar Small-Cap Value Index Fund Admiral Class | Pro | View |
| VSIIX Vanguard Morningstar Small-Cap Value Index Fund Institutional Class | Pro | View |
| RWJ Invesco S&P SmallCap 600 Revenue ETF | Pro | View |
| DEW WisdomTree Global High Dividend Fund | Pro | View |
| ESML iShares ESG Aware MSCI USA Small-Cap ETF | Pro | View |
| FXSCX Fidelity Flex Small Cap Focused Index Fund | Pro | View |
| PEXMX T. Rowe Price Extended Equity Market Index Fund | Pro | View |
| RYRHX Russell 2000 Fund Class H | Pro | View |
| RYRRX Russell 2000 Fund Class A | Pro | View |
| RYROX Russell 2000 Fund Class C | Pro | View |
| GSSC Goldman Sachs ActiveBeta US Small Cap Equity ETF | Pro | View |
| UWM ProShares Ultra Russell2000 | Pro | View |
| VTWG Vanguard Russell 2000 Growth ETF | Pro | View |
| IWO iShares Russell 2000 Growth ETF | Pro | View |
| ISCB iShares Morningstar Small-Cap ETF | Pro | View |
| FECGX Fidelity Small Cap Growth Index Fund | Pro | View |
| FZIPX Fidelity ZERO Extended Market Index Fund | Pro | View |
| SLPIX Small-Cap ProFund | Pro | View |
| SLPSX Small-Cap ProFund Service Class | Pro | View |
| USMIX Victory Extended Market Index Fund Class Fund shares | Pro | View |
| FNCL Fidelity MSCI Financials Index ETF | Pro | View |
| URTY ProShares UltraPro Russell2000 | Pro | View |
| VB Vanguard Morningstar Small-Cap ETF | Pro | View |
| VFH Vanguard Financials ETF | Pro | View |
| VXF Vanguard Extended Market ETF | Pro | View |
| SPDG State Street SPDR Portfolio S&P Sector Neutral Dividend ETF | Pro | View |
| DFVEX US Vector Equity Portfolio | Pro | View |
| FSMAX Fidelity Extended Market Index Fund | Pro | View |
| NAESX Vanguard Morningstar Small-Cap Index Fund Investor Class | Pro | View |
| SMXAX SEI Institutional Investments Trust - Extended Market Index Fund Class A | Pro | View |
| SSMHX State Street Small/Mid Cap Equity Index Portfolio | Pro | View |
| VEMPX Vanguard Extended Market Index Fund Institutional Plus Class | Pro | View |
| VFAIX Vanguard Financial Index Fund Admiral Shs | Pro | View |
| VEXAX Vanguard Extended Market Index Fund Admiral Shs | Pro | View |
| VEXMX Vanguard Extended Market Index Fund Investor Class | Pro | View |
| VIEIX Vanguard Extended Market Index Fund Institutional | Pro | View |
| VRTGX Vanguard Russell 2000 Growth Index Fund Insti Cl | Pro | View |
| VSCIX Vanguard Morningstar Small-Cap Index Fund Institutional Class | Pro | View |
| VSCPX Vanguard Morningstar Small-Cap Index Fund Institutional Plus Class | Pro | View |
| VSMAX Vanguard Morningstar Small-Cap Index Fund Admiral Class | Pro | View |
| VYSVX Vericimetry US Small Cap Value Fund | Pro | View |
| BSMAX iShares Russell Small/Mid-Cap Index Fund Class Investor A | Pro | View |
| BSMKX iShares Russell Small/Mid-Cap Index Fund Class K | Pro | View |
| BSMIX iShares Russell Small/Mid-Cap Index Fund Institutional Class | Pro | View |
| DEXC Dimensional Emerging Markets ex China Core Equity ETF | Pro | View |
| RYRSX Russell 2000 2x Strategy Fund Class H | Pro | View |
| RYRLX Russell 2000 2x Strategy Fund Class C | Pro | View |
| RYRUX Russell 2000 2x Strategy Fund Class A | Pro | View |
| DTD WisdomTree US Total Dividend Fund | Pro | View |
| FAB First Trust Multi Cap Value AlphaDEX Fund | Pro | View |
| HDG ProShares Hedge Replication ETF | Pro | View |
| VIG Vanguard Dividend Appreciation ETF | Pro | View |
| DFUV Dimensional US Marketwide Value ETF | Pro | View |
| DXUV Dimensional US Vector Equity ETF | Pro | View |
| MSSM Morgan Stanley Pathway Small-Mid Cap Equity ETF | Pro | View |
| DFQTX DFA US Core Equity 2 Portfolio | Pro | View |
| FSUMX Fidelity Series Sustainable US Market Fund | Pro | View |
| DFUEX DFA US Social Core Equity 2 Portfolio | Pro | View |
| AVUS Avantis US Equity ETF | Pro | View |
| PFM Invesco Dividend Achievers ETF | Pro | View |
| VYM Vanguard High Dividend Yield ETF | Pro | View |
| FNDB Schwab Fundamental US Broad Market ETF | Pro | View |
| SCHB Schwab US Broad Market ETF | Pro | View |
| SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | Pro | View |
| VLU State Street SPDR S&P 1500 Value Tilt ETF | Pro | View |
| DCOR Dimensional US Core Equity 1 ETF | Pro | View |
| DFAC Dimensional US Core Equity 2 ETF | Pro | View |
| DFAU Dimensional US Core Equity Market ETF | Pro | View |
| DFSE Dimensional Emerging Markets Sustainability Core 1 ETF | Pro | View |
| DFSU Dimensional US Sustainability Core 1 ETF | Pro | View |
| DFUS Dimensional US Equity Market ETF | Pro | View |
| AVUNX Avantis US Equity Fund Class G | Pro | View |
| AVUSX Avantis US Equity Fund Institutional Class | Pro | View |
| BBVSX Bridge Builder Small/Mid Cap Value Fund | Pro | View |
| DFEOX DFA US Core Equity 1 Portfolio | Pro | View |
| DSMZX Destinations Small-Mid Cap Equity Fund Class Z | Pro | View |
| DSMFX Destinations Small-Mid Cap Equity Fund Class I | Pro | View |
| ESGV Vanguard ESG US Stock ETF | Pro | View |
| KCXIX Knights of Columbus US All Cap Index Fund I Class | Pro | View |
| NCGFX New Covenant Growth Fund | Pro | View |
| PJARX Principal SmallCap Value Fund II Class R-3 | Pro | View |
| PLARX Principal SmallCap Value Fund II Class R-5 | Pro | View |
| PPVIX Principal SmallCap Value Fund Institutional Class | Pro | View |
| PSMJX Principal SmallCap Value Fund II Class J | Pro | View |
| PSMVX Principal SmallCap Value Fund II Class R6 | Pro | View |
| QWVOX Clearwater Select Equity Fund | Pro | View |
| SSTTX State Street Total Return V.I.S. Fund CL 3 | Pro | View |
| SSTIX State Street Total Return V.I.S. Fund CL1 | Pro | View |
| TILT FlexShares Morningstar US Market Factor Tilt Index Fund | Pro | View |
| TLSTX Nuveen Life Stock Index Fund | Pro | View |
| VDADX Vanguard Dividend Appreciation Index Fund Admiral Shs | Pro | View |
| VEXPX Vanguard Explorer Fund Investor Class | Pro | View |
| VEXRX Vanguard Explorer Fund Admiral Shares | Pro | View |
| VHYAX Vanguard High Dividend Yield Index Fund Admiral Class | Pro | View |
| VRTTX Vanguard Russell 3000 Index Fund Institutional | Pro | View |
| WFIVX Wilshire 5000 Index Fund Investment Class | Pro | View |
| WINDX Wilshire 5000 Index Fund Institutional Class | Pro | View |
| BASMX iShares Total US Stock Market Index Fund Class Investor A | Pro | View |
| BITSX iShares Total US Stock Market Index Fund Institutional Class | Pro | View |
| BKTSX iShares Total US Stock Market Index Fund Class K | Pro | View |
| DFSIX DFA US Sustainability Core I Portfolio Institutional Class | Pro | View |
| IWV iShares Russell 3000 ETF | Pro | View |
| VTHR Vanguard Russell 3000 ETF | Pro | View |
| VTI Vanguard Morningstar Total Stock Market ETF | Pro | View |
| ITOT iShares Core S&P Total US Stock Market ETF | Pro | View |
| MMTM State Street SPDR S&P 1500 Momentum Tilt ETF | Pro | View |
| VT Vanguard Total World Stock ETF | Pro | View |
| EBI Longview Advantage ETF | Pro | View |
| AALGX Thrivent Global Stock Fund Class A | Pro | View |
| AVTM Avantis Total Equity Markets ETF | Pro | View |
| BBGSX Bridge Builder Small/Mid Cap Growth Fund | Pro | View |
| FCFMX Fidelity Series Total Market Index Fund | Pro | View |
| FCTDX Strategic Advisers Fidelity US Total Stock Fund | Pro | View |
| FSKAX Fidelity Total Market Index Fund | Pro | View |
| FZROX Fidelity ZERO Total Market Index Fund | Pro | View |
| GARUX Goldman Sachs Absolute Return Tracker Fund Class R6 | Pro | View |
| GARTX Goldman Sachs Absolute Return Tracker Fund Class A | Pro | View |
| GCRTX Goldman Sachs Absolute Return Tracker Fund Class C | Pro | View |
| GJRTX Goldman Sachs Absolute Return Tracker Fund Class I | Pro | View |
| GRRTX Goldman Sachs Absolute Return Tracker Fund Class R | Pro | View |
| GSGPX Goldman Sachs Absolute Return Tracker Fund Class P | Pro | View |
| GSRTX Goldman Sachs Absolute Return Tracker Fund Investor Class | Pro | View |
| IILGX Thrivent Global Stock Fund Class S | Pro | View |
| JAFVX John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav | Pro | View |
| JAFEX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav | Pro | View |
| JAFFX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series II | Pro | View |
| JETSX John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I | Pro | View |
| PCSMX Principal SmallCap Growth Fund I Class R6 | Pro | View |
| PGRTX Principal SmallCap Growth Fund Institutional Class | Pro | View |
| PPNMX Principal SmallCap Growth Fund I Class R-3 | Pro | View |
| PPNPX Principal SmallCap Growth Fund I Class R-5 | Pro | View |
| PSIJX Principal SmallCap Growth Fund I | Pro | View |
| SSBIX State Street Balanced Index Fund Class K | Pro | View |
| TAAAX Thrivent Aggressive Allocation Fund Class A | Pro | View |
| TAAIX Thrivent Aggressive Allocation Fund Class S | Pro | View |
| SWTSX Schwab Total Stock Market Index Fund | Pro | View |
| TCAIX Thrivent Moderately Conservative Allocation Fund Class S | Pro | View |
| TCAAX Thrivent Moderately Conservative Allocation Fund Class A | Pro | View |
| THMAX Thrivent Moderate Allocation Fund Class A | Pro | View |
| TMAIX Thrivent Moderate Allocation Fund Class S | Pro | View |
| TMAFX Thrivent Moderately Aggressive Allocation Fund Class S | Pro | View |
| TMAAX Thrivent Moderately Aggressive Allocation Fund Class A | Pro | View |
| VBAIX Vanguard Balanced Index Fund Institutional Plus | Pro | View |
| VBIAX Vanguard Balanced Index Fund admiral Class | Pro | View |
| VITNX Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Class | Pro | View |
| VITPX Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Plus Class | Pro | View |
| VBINX Vanguard Balanced Index Fund | Pro | View |
| VTWAX Vanguard Total World Stock Index Fund Admiral Class | Pro | View |
| VTWIX Vanguard Total World Stock Index Fund Inst Shs | Pro | View |
| MCLOX BlackRock Global Allocation Fund Investor C | Pro | View |
| BDMKX BlackRock Credit Relative Value Fund Class K | Pro | View |
| BGCCX BlackRock Credit Relative Value Fund Class C | Pro | View |
| BGCIX BlackRock Credit Relative Value Fund Institutional Class | Pro | View |
| BGCAX BlackRock Credit Relative Value Fund Class A | Pro | View |
| GLALS BlackRock Global Allocation Portfolio | Pro | View |
| GLAII BlackRock Global Allocation V.I. Fund Class II | Pro | View |
| GLALI BlackRock Global Allocation V.I. Fund Class I | Pro | View |
| GAIII BlackRock Global Allocation V.I. Fund Class III | Pro | View |
| MALOX BlackRock Global Allocation Fund Inc Institutional class | Pro | View |
| MDLOX BlackRock Global Allocation Fund Investor A | Pro | View |
| MKLOX BlackRock Global Allocation Fund Class K | Pro | View |
| MRLOX BlackRock Global Allocation Fund Inc Class R | Pro | View |
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