| IWM |
iShares Russell 2000 ETF |
0.06301 |
265.02 |
| VTI |
Vanguard Total Stock Market Index Fund |
0.00341 |
340.96 |
| XBI |
SPDR S&P Biotech ETF |
0.56975 |
125.51 |
| IBB |
iShares Biotechnology ETF |
0.20019 |
174.98 |
| SCHB |
Schwab U.S. Broad Market ETF |
0.00254775 |
26.67 |
| ITOT |
iShares Core S&P Total U.S. Stock Market ETF |
0.00289 |
151.14 |
| NFJ |
Virtus Dividend, Interest & Premium Strategy Fund |
0.87 |
13.56 |
| SCHA |
Schwab U.S. Small-Cap ETF |
0.0433399 |
30.89 |
| IWN |
iShares Russell 2000 Value ETF |
0.08691 |
200.31 |
| NCZ |
Virtus AllianzGI Convertible & Income Fund II |
0.87 |
14.59 |
| IWV |
iShares Russell 3000 ETF |
0.00312 |
393.18 |
| LABU |
Direxion Daily S&P Biotech Bull 3X Shares |
0.351444 |
166.47 |
| IWO |
iShares Russell 2000 Growth ETF |
0.04121 |
339.48 |
| NCV |
Virtus AllianzGI Convertible & Income Fund |
0.87 |
16.04 |
| VHT |
Vanguard Health Care Index Fund |
0.02719 |
291.2 |
| PRFZ |
Invesco FTSE RAFI US 1500 Small-Mid ETF |
0.051 |
48.82 |
| NIE |
AllianzGI Equity & Convertible Income Fund |
0.87 |
25.39 |
| BIB |
ProShares Ultra Nasdaq Biotechnology |
0.123573 |
86.6578 |
| VXF |
Vanguard Extended Market Index Fund |
0.02171 |
217.96 |
| ZTR |
Virtus Total Return Fund Inc. |
0.87 |
6.61 |
| HDG |
ProShares Hedge Replication ETF |
0.00945084 |
52.68 |
| BBC |
Virtus LifeSci Biotech Clinical Trials ETF |
0.89 |
40.87 |
| UWM |
ProShares Ultra Russell2000 |
0.046522 |
53.95 |
| CBH |
AllianzGI Convertible & Income 2024 Target Term Fund |
0.87 |
9.185 |
| EDI |
Virtus Stone Harbor Emerging Markets Total Income Fund |
0.87 |
5.02 |
| VTHR |
Vanguard Russell 3000 Index Fund |
0.00299 |
305.54 |
| VRTS |
Virtus Investment Partners, Inc. |
0.87 |
140.29 |
| ONEQ |
Fidelity Nasdaq Composite Index ETF |
0.01 |
90.54 |
| IWC |
iShares Micro-Cap ETF |
0.41231 |
168.85 |
| DWAS |
Invesco DWA SmallCap Momentum ETF |
1.118 |
102.4 |
| FHLC |
Fidelity MSCI Health Care Index ETF |
0.0166637 |
75.19 |
| TILT |
FlexShares Morningstar US Market Factors Tilt Index Fund |
0.0071 |
256.981 |
| URTY |
ProShares UltraPro Russell2000 |
0.0340481 |
64.84 |
| VGI |
Virtus Global Multi-Sector Income Fund |
0.87 |
7.92 |
| VTWV |
Vanguard Russell 2000 Value Index Fund |
0.08833 |
176.901 |
| ACV |
AllianzGI Diversified Income & Convertible Fund |
0.87 |
27.33 |
| BBP |
Virtus LifeSci Biotech Products ETF |
0.87 |
82.014 |
| BLHY |
Virtus Newfleet High Yield Bond ETF |
0.87 |
20.955 |
| BTEC |
Principal Healthcare Innovators ETF |
0.18521 |
39.49 |
| EDF |
Virtus Stone Harbor Emerging Markets Income Fund |
0.87 |
5.05 |
| ISMD |
Inspire Small/Mid Cap Impact ETF |
0.199458 |
42.77 |
| ISCB |
iShares Morningstar Small-Cap ETF |
0.02997 |
69.715 |
| ISCG |
iShares Morningstar Small-Cap Growth ETF |
0.02938 |
58.78 |
| ISCV |
iShares Morningstar Small-Cap Value ETF |
0.02978 |
74.37 |
| MRGR |
ProShares Merger ETF |
2.32763 |
44.835 |
| NFLT |
Virtus Newfleet Multi-Sector Bond ETF |
0.87 |
23.173 |
| NUSC |
Nuveen ESG Small-Cap ETF |
0.069323 |
48.31 |
| OMFS |
Invesco Russell 2000 Dynamic Multifactor ETF |
0.043 |
48.52 |
| PTH |
Invesco DWA Healthcare Momentum ETF |
2.501 |
48.7398 |
| PWS |
Pacer WealthShield ETF |
0.12 |
33.19 |
| RYJ |
Invesco Raymond James SB-1 Equity ETF |
0.529 |
65.3643 |
| SBIO |
ALPS Medical Breakthroughs ETF |
0.0057 |
50.99 |
| SMLF |
iShares MSCI USA Small-Cap Multifactor ETF |
0 |
79.5 |
| USVM |
VictoryShares USAA MSCI USA Small Cap Value Momentum ETF |
0.0921786 |
100.12 |
| UTES |
Virtus Reaves Utilities ETF |
0.87 |
76.87 |
| VFMO |
Vanguard U.S. Momentum Factor ETF |
0.12 |
205.86 |
| VTWG |
Vanguard Russell 2000 Growth Index Fund |
0.04161 |
248.074 |
| VTWO |
Vanguard Russell 2000 Index Fund |
0.06307 |
107.1 |
| DWMC |
AdvisorShares Dorsey Wright Micro-Cap ETF |
0.49 |
30.95 |
| VETS |
Pacer Military Times Best Employers ETF |
0.12 |
38.62 |
| XAW.TO |
iShares Core MSCI All Country World ex Canada Index ETF |
0 |
52.91 |
| XUU.TO |
iShares Core S&P U.S. Total Market Index ETF |
0 |
69.25 |
| XUH.TO |
iShares Core S&P U.S. Total Market Index ETF (CAD-Hedged) |
0 |
55.62 |
| XTR.TO |
iShares Diversified Monthly Income ETF |
0 |
11.95 |
| XSU.TO |
iShares U.S. Small Cap Index ETF (CAD-Hedged) |
0.06 |
50.14 |
| PZW.TO |
Invesco FTSE RAFI Global Small-Mid ETF |
0.0254 |
42.99 |
| RCGTX |
Virtus AllianzGI Technology Fund Class C |
0.87 |
13.49 |
| SCATX |
Virtus Zevenbergen Innovative Growth Stock Fund Class I |
0.87 |
57.9 |
| PXSGX |
Virtus Equity Trust - Virtus KAR Small-Cap Growth Fund |
0.87 |
18.08 |
| PSGCX |
Virtus KAR Small-Cap Growth Fund Class C |
0.87 |
10.5 |
| PSGAX |
Virtus KAR Small-Cap Growth Fund Class A |
0.87 |
16.51 |
| VITNX |
Vanguard Institutional Total Stock Market Index Fund Institutional Shares |
0.00357 |
114.86 |
| VITPX |
Vanguard Institutional Total Stock Market Index Fund Institutional Plus Shares |
0.00357 |
114.84 |
| VQSRX |
Virtus KAR Small-Cap Value Fund Class R6 |
0.87 |
25.73 |
| PGIUX |
Virtus Duff & Phelps Global Infrastructure Fund Class I |
0.87 |
16.12 |
| PGUAX |
Virtus Duff & Phelps Global Infrastructure Fund Class A |
0.87 |
16.11 |
| PGUCX |
Virtus Duff & Phelps Global Infrastructure Fund Class C |
0.87 |
15.52 |
| VGSAX |
Virtus Duff & Phelps Global Real Estate Securities Fund Class A |
0.87 |
38 |
| VRGEX |
Virtus Duff & Phelps Global Real Estate Securities Fund |
0.87 |
36.57 |
| VGISX |
Virtus Duff & Phelps Global Real Estate Securities Fund |
0.87 |
36.75 |
| VGSCX |
Virtus Opportunities Trust - Virtus Duff & Phelps Global Real Estate Securities Fund |
0.87 |
35.71 |
| NWWOX |
Virtus Vontobel Global Opportunities Fund Class A |
0.87 |
16.29 |
| SGACX |
Virtus SGA Global Growth C Class |
0.87 |
16.49 |
| SGAPX |
Virtus SGA Global Growth I Class |
0.87 |
19.78 |
| VMCCX |
Virtus KAR Mid-Cap Core Fund |
0.87 |
51.43 |
| VIMCX |
Virtus KAR Mid-Cap Core Fund Class I |
0.87 |
60.99 |
| VMACX |
Virtus KAR Mid-Cap Core Fund Class A |
0.87 |
58.73 |
| VBAIX |
Vanguard Balanced Index Fund Institutional Shares |
0.00214 |
52.46 |
| VBIAX |
Vanguard Balanced Index Fund Admiral Shares |
0.00214 |
52.45 |
| VBINX |
Vanguard Balanced Index Fund Investor Shares |
0.00214 |
52.45 |
| WWOIX |
Virtus Vontobel Global Opportunities Fund |
0.87 |
16.49 |
| SPGM |
SPDR Portfolio MSCI Global Stock Market ETF |
0.002403 |
79.82 |
| VRISX |
Virtus KAR International Small-Mid Cap Fund Class R6 |
0.87 |
21.44 |
| VIISX |
Virtus KAR International Small-Mid Cap Fund Class I |
0.87 |
21.41 |
| PKSAX |
Virtus KAR Small-Cap Core Fund Class A |
0.87 |
48.84 |
| PKSFX |
Virtus KAR Small-Cap Core Fund Class I |
0.87 |
54.24 |
| VSCRX |
Virtus KAR Small-Cap Core Fund |
0.87 |
54.54 |
| PKSCX |
Virtus KAR Small-Cap Core Fund Class C |
0.87 |
33.09 |
| AIO |
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund |
0.87 |
22.58 |
| PFFA |
Virtus InfraCap U.S. Preferred Stock ETF |
0.87 |
21.72 |
| MARB |
First Trust Vivaldi Merger Arbitrage ETF |
0.000001 |
20.72 |
| SEIX |
Virtus Seix Senior Loan ETF |
0.87 |
23.2 |
| VPC |
Virtus Private Credit ETF |
0.87 |
17.16 |
| VRAI |
Virtus Real Asset Income ETF |
0.87 |
25.39 |
| ESML |
iShares ESG Aware MSCI USA Small-Cap ETF |
0.07806 |
50 |
| SLT |
Pacer Salt High truBeta US Market ETF |
0.12 |
39.22 |
| LSLT |
Pacer Salt Low truBeta US Market ETF |
0.12 |
32 |
| RYLD |
Global X Russell 2000 Covered Call ETF |
0.01 |
15.68 |
| AVUS |
Avantis U.S. Equity ETF |
0 |
117.21 |
| PQSG |
PGIM ETF Trust - PGIM QMA Strategic Alpha Small-Cap Growth ETF |
0.14 |
72.5283 |
| VIRS |
Pacer BioThreat Strategy ETF |
0.12 |
40.025 |
| VWID |
Virtus WMC International Dividend ETF |
0.87 |
38.205 |
| XBAL.TO |
iShares Core Balanced ETF Portfolio |
0 |
34.09 |
| XCNS.TO |
iShares Core Conservative Balanced ETF Portfolio |
0 |
25.7 |
| XEQT.TO |
iShares Core Equity ETF Portfolio |
0 |
41.16 |
| XGRO.TO |
iShares Core Growth ETF Portfolio |
0 |
35.795 |
| XINC.TO |
iShares Core Income Balanced ETF Portfolio |
0 |
21.365 |
| DFAU |
Dimensional US Core Equity Market ETF |
0.00487757 |
47.92 |
| JOET |
Virtus Terranova U.S. Quality Momentum ETF |
0.87 |
42.93 |
| VABS |
Virtus Newfleet ABS/MBS ETF |
0.87 |
24.38 |
| IBBQ |
Invesco Nasdaq Biotechnology ETF |
0.196 |
29.69 |
| DFUS |
Dimensional U.S. Equity ETF |
0.00235516 |
75.35 |
| DFAT |
Dimensional U.S. Targeted Value ETF |
0.00030796 |
66.71 |
| DFAS |
Dimensional U.S. Small Cap ETF |
0.0333674 |
76.26 |
| DFAC |
Dimensional U.S. Core Equity 2 ETF |
0.00728221 |
41.29 |
| 2B70.DE |
iShares Nasdaq US Biotechnology UCITS ETF USD (Acc) |
0.1912 |
7.332 |
| VTSAX |
Vanguard Total Stock Market Index Fund |
0.00341 |
166.03 |
| VCLN |
Virtus Duff & Phelps Clean Energy ETF |
0.87 |
28.53 |
| INNO |
Harbor Disruptive Innovation ETF |
0.000448595 |
17.72 |
| BTEC.L |
iShares Nasdaq US Biotechnology UCITS ETF USD (Acc) |
0.1912 |
8.6575 |
| SBIO.MI |
Invesco NASDAQ Biotech UCITS ETF |
0.1903 |
52.28 |
| CUS1.L |
iShares VII PLC - iShares MSCI USA Small Cap UCITS ETF USD (Acc) |
0.07739 |
46630 |
| R2US.L |
SPDR Russell 2000 US Small Cap UCITS ETF |
0.064005 |
77.26 |
| WDSC.L |
SPDR MSCI World Small Cap UCITS ETF |
0.017586 |
137.745 |
| WSML.L |
iShares MSCI World Small Cap UCITS ETF |
0.01592 |
9.746 |
| VIEIX |
Vanguard Extended Market Index Fund Institutional Shares |
0.02171 |
165.43 |
| VITSX |
Vanguard Total Stock Market Index Fund |
0.00341 |
166.06 |
| EWSA.AS |
iShares MSCI World Small Cap ESG Enhanced UCITS ETF |
0.07505 |
6.5263 |
| BTEE.L |
iShares Nasdaq US Biotechnology UCITS ETF |
0.1912 |
8.599 |
| DBXW.DE |
Xtrackers MSCI World Swap UCITS ETF |
0.0334271 |
120.79 |
| XWEH.F |
Xtrackers MSCI World Swap UCITS ETF |
0.0334271 |
32.014 |
| XSPU.L |
Xtrackers S&P 500 Swap UCITS ETF |
0.00620012 |
138.57 |
| XWD1.F |
Xtrackers MSCI World Swap UCITS ETF |
0.0334271 |
16.5615 |
| XS5E.DE |
Xtrackers S&P 500 Swap UCITS ETF |
0.00620012 |
10.179 |
| XSXD.L |
Xtrackers S&P 500 Swap UCITS ETF |
0.00620012 |
15.128 |
| USSC.L |
SPDR MSCI USA Small Cap Value Weighted UCITS ETF |
0.012179 |
85.81 |
| XRS2.F |
Xtrackers Russell 2000 UCITS ETF |
0.0592625 |
318.35 |
| SC0K.DE |
Invesco Russell 2000 UCITS ETF |
0.0637 |
114.56 |
| SBIO.L |
Invesco NASDAQ Biotech UCITS ETF |
0.1903 |
61.75 |
| MEDI |
Harbor Health Care ETF |
0.498562 |
30.97 |
| IUSN.DE |
iShares MSCI World Small Cap UCITS ETF |
0.01592 |
8.261 |
| SWTSX |
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit |
0.0013227 |
16.66 |
| VEXAX |
Vanguard Extended Market Index Fd Admiral Shs |
0.02171 |
165.44 |
| HEMZX |
Virtus Vontobel Emerging Markets Opportunities Fund A |
0.87 |
8.19 |
| AOTIX |
Virtus Emerging Markets Opportunities Fd Institutional |
0.87 |
39.85 |
| ANZAX |
Virtus Convertible Fund CL A |
0.87 |
41.95 |
| STICX |
Virtus Seix Corporate Bond Fund I |
0.87 |
7.52 |
| VGEAX |
Virtus Vontobel Greater European Opportunities Fund A |
0.87 |
10.97 |
| CUSS.L |
iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) |
0.07739 |
635.3 |
| SMVTX |
Virtus Ceredex Mid-Cap Value Equity Fund I |
0.87 |
13.6 |
| WOSC.L |
SPDR MSCI World Small Cap UCITS ETF |
0.017586 |
101.43 |
| RTYS.L |
Invesco Russell 2000 UCITS ETF |
0.0637 |
135.29 |
| SXRG.DE |
iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) |
0.07739 |
537.4 |
| PGWAX |
Virtus Silvant Focused Growth Fund CL A |
0.87 |
96.01 |
| VEXPX |
Vanguard Explorer Fd |
0.01 |
120.94 |
| XRSG.L |
Xtrackers (IE) Public Limited Company - Xtrackers Russell 2000 UCITS ETF |
0.0592625 |
28778.5 |
| XMWD.L |
Xtrackers MSCI World Swap UCITS ETF |
0.0334271 |
142.55 |
| XS5G.L |
Xtrackers (IE) Public Limited Company - Xtrackers S&P 500 UCITS ETF |
0.00620012 |
12.692 |
| LU2196472984.SG |
Xtrackers S&P 500 Swap UCITS ET |
0.00620012 |
10.01 |
| D5BM.DE |
Xtrackers S&P 500 Swap UCITS ETF |
0.00620012 |
117.405 |
| XRSU.L |
Xtrackers (IE) Public Limited Company - Xtrackers Russell 2000 UCITS ETF |
0.0592625 |
391.64 |
| ZPRR.DE |
SPDR Russell 2000 US Small Cap UCITS ETF |
0.064005 |
65.39 |
| ZPRS.DE |
SPDR MSCI World Small Cap UCITS ETF |
0.017586 |
116.9 |
| ZPRV.DE |
SPDR MSCI USA Small Cap Value Weighted UCITS ETF |
0.012179 |
72.68 |
| WSCR.L |
UBS (IRL) ETF PLC |
0.07158 |
865.1 |
| VLPAX |
Virtus Duff & Phelps Select MLP and Energy Fund A |
0.87 |
17.29 |
| VISAX |
Virtus KAR International Small-Mid Cap Fund - Class A |
0.87 |
21.25 |
| R2SC.L |
SPDR Russell 2000 US Small Cap UCITS ETF |
0.064005 |
56.72 |
| BTEK.L |
iShares Nasdaq US Biotechnology UCITS ETF USD (Acc) |
0.1912 |
6.3625 |
| WLDS.L |
iShares MSCI World Small Cap UCITS ETF |
0.01592 |
7.163 |
| VAESX |
Virtus KAR Emerging Markets Small-Cap Fund A |
0.87 |
17.44 |
| XRS2.DE |
Xtrackers Russell 2000 UCITS ETF |
0.0592625 |
334.4 |
| USFM.L |
UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-dis |
0.00474 |
2956.5 |
| SWSSX |
Schwab Small-Cap Index Fund-Select Shares |
0.0239723 |
42.86 |
| XSPX.L |
Xtrackers - S&P 500 Swap UCITS ETF |
0.00620012 |
10181 |
| SSAGX |
Virtus Seix U.S. Government Securities Ultra Short Bond Fund Class A |
0.87 |
9.95 |
| LU2263803533.SG |
Xtrackers MSCI World Swap UCITS |
0.0334271 |
22.77 |
| ANNPX |
Virtus Convertible Fund Institutional |
0.87 |
40.8 |
| LU2009147757.SG |
Xtrackers S&P 500 Swap UCITS ET |
0.00620012 |
12.75 |
| VEXRX |
Vanguard Explorer Fund |
0.01 |
112.39 |
| XWEH.DE |
Xtrackers MSCI World Swap UCITS ETF |
0.0334271 |
48.411 |
| VHCIX |
Vanguard HealthCare Index Fund Admiral Shs |
0.02719 |
145.72 |
| USUE.DE |
UBS (Irl) ETF plc - MSCI USA Select Factor Mix UCITS ETF (USD) A-acc |
0.00474 |
38.26 |
| WCERX |
Virtus Westchester Event-Driven Fund Class - A |
0.87 |
10.2 |
| PRNIX |
Virtus NFJ Mid Cap Value Fund Institutional Class |
0.87 |
31.17 |
| PGFIX |
Virtus Silvant Focused Growth Fund Instl |
0.87 |
83.99 |
| TRPL |
Pacer Metaurus US Large Cap Dividend Multiplier 300 ETF |
0.12 |
41.14 |
| JKK |
iShares Morningstar Small-Cap Growth ETF |
0.02938 |
307.42 |
| JKJ |
iShares Morningstar Small-Cap ETF |
0.02997 |
231.193 |
| PHSKX |
Virtus KAR Mid-Cap Growth Fund A |
0.87 |
37.11 |
| ILDR |
First Trust Innovation Leaders ETF |
0.000001 |
31.43 |
| AVSC |
Avantis U.S. Small Cap Equity ETF |
0.19 |
65.27 |
| PQNAX |
Virtus NFJ Mid Cap Value Fund Class A |
0.87 |
27.43 |
| STITX |
Virtus SGA International Growth Fund Class I |
0.87 |
7.49 |
| JVIAX |
Virtus Vontobel Foreign Opportunities Fund A |
0.87 |
26.64 |
| VGFO |
Virtus WMC Global Factor Opportunities ETF |
0.87 |
26.218 |
| HIEMX |
Virtus Vontobel Emerging Markets Opportunities Fund I |
0.87 |
8.68 |
| JKL |
iShares Morningstar Small-Cap Value ETF |
0.02978 |
172.726 |
| NCV-PA |
Virtus Convertible & Income Fund |
0.87 |
21.33 |
| NCZ-PA |
Virtus Convertible & Income Fund II |
0.87 |
20.8078 |
| VEMY |
Virtus Stone Harbor Emerging Markets High Yield Bond ETF |
0.87 |
28.57 |
| CBUG.DE |
iShares MSCI World Small Cap ESG Enhanced UCITS ETF |
0.07505 |
5.532 |
| DRGTX |
Virtus Zevenbergen Technology Fund |
0.87 |
105 |
| AFJAX |
Virtus NFJ International Value Fund |
0.87 |
26.17 |
| VRMGX |
Virtus KAR Mid-Cap Growth Fund |
0.87 |
40.73 |
| VIESX |
Virtus KAR Emerging Markets Small-Cap Fund |
0.87 |
17.59 |
| VTS.AX |
Vanguard US Total Market Shares Index ETF |
0.00217 |
479.23 |
| VISM.AX |
Vanguard MSCI International Small Companies Index ETF |
0.00926 |
74.02 |
| DCOR |
Dimensional ETF Trust |
0.00910303 |
76.48 |
| VEMPX |
Vanguard Extended Market Index InstlPlus |
0.02171 |
408.25 |
| FESM |
|
0.09 |
40.38 |
| SDCP |
Virtus ETF Trust II - Virtus Newfleet Short Duration Core Plus Bond ETF |
0.87 |
25.805 |
| CSUSS.MI |
iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced UCITS ETF USD (Acc) |
0.07739 |
537.13 |
| USFMDN.MX |
UBS (Irl) ETF Public Limited Company - MSCI USA Select Factor Mix UCITS ETF |
0.00474 |
382 |
| VSHY |
Virtus ETF Trust II - Virtus Newfleet Short Duration High Yield Bond ETF |
0.87 |
21.9118 |
| VSMPX |
Vanguard Total Stock Mkt Idx Instl Pls |
0.00341 |
311.51 |
| RSSL |
Global X Funds |
0.06 |
103.93 |
| DXUV |
Dimensional ETF Trust |
0.0174337 |
63.29 |
| RFLR |
Innovator ETFs Trust |
0.07 |
29.89 |
| WSML |
iShares MSCI World Small-Cap ETF |
0.01927 |
33.0334 |