ETFs & Mutual Funds Holding LPLA

ETFs & Mutual Funds Holding LPLA
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1104
Total Funds
ICFSX
Highest: 4.7%
VSTSX
Lowest ER: 0.01%
0.59%
Avg Weight

All 1104 Funds with LPLA

Fund ↕Weight ↓
ICFSX
ICON Consumer Select Fund Class S
4.65%View
ICFAX
ICON Consumer Select Fund Class A
4.65%View
JAAGX
Janus Henderson Enterprise Portfolio - Institutional Shares
3.82%View
BCFN
Baron Financials ETF
3.80%View
JAENX
Janus Henderson Enterprise Fund Class T
3.80%View
JANEX
Janus Henderson Enterprise Fund Class D
3.80%View
JDMAX
Janus Henderson Enterprise Fund Class A
3.80%View
JDMNX
Janus Henderson Enterprise Fund Class N
3.80%View
JDMRX
Janus Henderson Enterprise Fund Class R
3.80%View
JGRCX
Janus Henderson Enterprise Fund Class C
3.80%View
JGRTX
Janus Henderson Enterprise Fund Class S
ProView
JMGRX
Janus Henderson Enterprise Fund Class I
ProView
GK
AdvisorShares Gerber Kawasaki ETF
ProView
BBHM
BBH Select Mid Cap ETF
ProView
VKSAX
Virtus KAR Small-Mid Cap Core Fund Class A
ProView
VKSCX
Virtus KAR Small-Mid Cap Core Fund Class C
ProView
VKSIX
Virtus KAR Small-Mid Cap Core Fund Class I
ProView
VKSRX
Virtus KAR Small-Mid Cap Core Fund Class R6
ProView
IOLZX
ICON Equity Fund Institutional Class
ProView
ISTAX
ICON Equity Fund Investor Class
ProView
VKSDX
Virtus KAR Small-Mid Cap Value Fund Class A
ProView
VKSEX
Virtus KAR Small-Mid Cap Value Fund Class C
ProView
VKSFX
Virtus KAR Small-Mid Cap Value Fund Class I
ProView
VKSGX
Virtus KAR Small-Mid Cap Value Fund Class R6
ProView
KMID
Virtus KAR Mid-Cap ETF
ProView
AMID
Argent Mid Cap ETF
ProView
TAOZ
Thornburg American Opportunities Fund ETF
ProView
LIMAX
Cromwell Tran Sustainable Focus Fund Class A Shares
ProView
LIMIX
Cromwell Tran Sustainable Focus Fund Class I Shares
ProView
TVAFX
Thornburg American Opportunities Fund Class A
ProView
TVCFX
Thornburg American Opportunities Fund Class C
ProView
TVIFX
Thornburg American Opportunities Fund Class I
ProView
TVIRX
Thornburg American Opportunities Fund Class R4
ProView
TVRFX
Thornburg American Opportunities Fund Class R3
ProView
TVRRX
Thornburg American Opportunities Fund Class R5
ProView
PCBIX
Principal MidCap Fund Institutional Class
ProView
PEMGX
Principal MidCap Fund Class A
ProView
PMAQX
Principal MidCap Fund Class R6
ProView
PMBCX
Principal MidCap Fund Class C
ProView
PMBJX
Principal MidCap Fund Class J
ProView
PMBMX
Principal MidCap Fund Class R-3
ProView
PMBPX
Principal MidCap Fund Class R-5
ProView
MOAT
VanEck Morningstar Wide Moat ETF
ProView
MWMIX
VanEck Morningstar Wide Moat Fund Class I
ProView
MWMZX
VanEck Morningstar Wide Moat Fund Class Z
ProView
FSLBX
Fidelity Select Brokerage & Investment Management Portfolio
ProView
EMCAX
Empiric Fund Class A
ProView
EMCCX
Empiric Fund Class C
ProView
VIMCX
Virtus KAR Mid-Cap Core Fund I
ProView
VMACX
Virtus KAR Mid-Cap Core Fund A
ProView
VMCCX
Virtus KAR Mid-Cap Core Fund C
ProView
VRMCX
Virtus KAR Mid-Cap Core Fund Class R6
ProView
GGLIX
abrdn US Sustainable Leaders Fund Institutional Class
ProView
GXXAX
abrdn US Sustainable Leaders Fund Class A
ProView
GXXIX
abrdn US Sustainable Leaders Fund Institutional Service Class
ProView
IAI
iShares US Broker-Dealers & Securities Exchanges ETF
ProView
RPMNX
Reinhart Mid Cap PMV Fund Institutional Class
ProView
RPMMX
Reinhart Mid Cap PMV Fund
ProView
RPMVX
Reinhart Mid Cap PMV Fund Advisor Class
ProView
EQRR
ProShares Equities for Rising Rates ETF
ProView
SOVF
Sovereigns Capital Flourish Fund
ProView
BCSM
Baron SMID Cap ETF
ProView
CFMDX
Clarkston Founders Fund Founders Class
ProView
CIMDX
CLARKSTON FOUNDERS FUND Institutional Class
ProView
CILGX
CLARKSTON FUND
ProView
GRW
TCW Durable Growth ETF
ProView
DHMAX
Diamond Hill Small-Mid Cap Fund Investor Class
ProView
DHMIX
Diamond Hill Small-Mid Cap Fund Class I
ProView
DHMYX
Diamond Hill Small-Mid Cap Fund Class Y
ProView
BDAFX
Baron Durable Advantage Fund Retail Class
ProView
BDAIX
Baron Durable Advantage Fund Institutional Shares
ProView
BDAUX
Baron Durable Advantage Fund R6 Shares
ProView
DHPAX
Diamond Hill Mid Cap Fund- Investor Class
ProView
DHPIX
Diamond Hill Mid Cap Fund- Class I Shares
ProView
DHPYX
Diamond Hill Mid Cap Fund- Class Y Shares
ProView
LKSMX
LKCM Small-Mid Cap Equity Fund
ProView
EAFGX
Eaton Vance Focused Growth Opportunities Fund Class A
ProView
ECFGX
Eaton Vance Focused Growth Opportunities Fund Class C
ProView
EIFGX
Eaton Vance Focused Growth Opportunities Fund Class I
ProView
JANIX
Janus Henderson Triton Fund Class D
ProView
JATTX
Janus Henderson Triton Fund Class T
ProView
JGMIX
Janus Henderson Triton Fund Class S
ProView
JGMCX
Janus Henderson Triton Fund Class C
ProView
JGMNX
Janus Henderson Triton Fund Class N
ProView
JGMRX
Janus Henderson Triton Fund Class R
ProView
JGMAX
Janus Henderson Triton Fund Class A
ProView
JSMGX
Janus Henderson Triton Fund Class I
ProView
KCE
State Street SPDR S&P Capital Markets ETF
ProView
NUMG
Nuveen ESG Mid-Cap Growth ETF
ProView
GCMAX
Goldman Sachs Mid Cap Value Fund Class A Shares
ProView
GCMCX
Goldman Sachs Mid Cap Value Fund Class C
ProView
GCMTX
Goldman Sachs Mid Cap Value Fund Investor Class
ProView
GCMUX
Goldman Sachs Mid Cap Value Fund Class R6
ProView
GCMRX
Goldman Sachs Mid Cap Value Fund Class R
ProView
GMPPX
Goldman Sachs Mid Cap Value Fund Class P Shares
ProView
GSMCX
Goldman Sachs Mid Cap Value Fund Institutional Class
ProView
GSMSX
Goldman Sachs Mid Cap Value Fund Service Class
ProView
STVTX
Virtus Ceredex Large Cap Value Equity Fund Class I
ProView
STVZX
Virtus Ceredex Large Cap Value Equity Fund Class R6
ProView
SVIFX
Virtus Ceredex Large Cap Value Equity Fund Class C
ProView
SVIIX
Virtus Ceredex Large Cap Value Equity Fund Class A
ProView
TEGAX
Touchstone Mid Cap Growth Fund Class A
ProView
TEGIX
Touchstone Mid Cap Growth Fund Institutional
ProView
TEGYX
Touchstone Mid Cap Growth Fund Class Y
ProView
TFGRX
Touchstone Mid Cap Growth Fund Class R6
ProView
TOECX
Touchstone Mid Cap Growth Fund Class C
ProView
JANVX
Janus Henderson Venture Fund Class D
ProView
JAVTX
Janus Henderson Venture Fund Class T
ProView
JVTCX
Janus Henderson Venture Fund Class C
ProView
JVTAX
Janus Henderson Venture Fund Class A
ProView
JVTSX
Janus Henderson Venture Fund Class S
ProView
JVTNX
Janus Henderson Venture Fund Class N
ProView
JVTIX
Janus Henderson Venture Fund Class I
ProView
MAPAX
NYLIM WMC Value Fund Class A
ProView
MMPCX
NYLIM WMC Value Fund Class C
ProView
MMPDX
NYLIM WMC Value Fund Class R6
ProView
MSMIX
NYLIM WMC Value Fund Investor Class
ProView
MUBFX
NYLIM WMC Value Fund Class I
ProView
GGOCX
Goldman Sachs Mid Cap Growth Fund Class C
ProView
GGOAX
Goldman Sachs Mid Cap Growth Fund Class A
ProView
GGOIX
Goldman Sachs Mid Cap Growth Fund Institutional Shares
ProView
GGORX
Goldman Sachs Mid Cap Growth Fund Cl R
ProView
GGOSX
Goldman Sachs Mid Cap Growth Fund Service Shares
ProView
GGOTX
Goldman Sachs Mid Cap Growth Fund Investor Class
ProView
GGOUX
Goldman Sachs Mid Cap Growth Fund Class R6
ProView
GGQPX
Goldman Sachs Mid Cap Growth Fund Class P Shares
ProView
HAGAX
Carillon Eagle Mid Cap Growth Fund Class A
ProView
HAGCX
Carillon Eagle Mid Cap Growth Fund Class C
ProView
HAGIX
Carillon Eagle Mid Cap Growth Fund Class I
ProView
HRAUX
Carillon Eagle Mid Cap Growth Fund Class R-6
ProView
GABF
Gabelli Financial Services Opportunities ETF
ProView
ESECX
Eaton Vance Atlanta Capital Select Equity Fund- Class C
ProView
ESEAX
Eaton Vance Atlanta Capital Select Equity Fund
ProView
ESEIX
Eaton Vance Atlanta Capital Select Equity Fund Class I
ProView
ESERX
Eaton Vance Atlanta Capital Select Equity Fund Class R6
ProView
SAMVX
Virtus Ceredex Mid-Cap Value Equity Fund A
ProView
SMVFX
Virtus Ceredex Mid-Cap Value Equity Fund C
ProView
SMVTX
Virtus Ceredex Mid-Cap Value Equity Fund I
ProView
SMVZX
Virtus Ceredex Mid-Cap Value Equity Fund Class R6
ProView
BPGSX
Boston Partners Global Sustainability Fund
ProView
CFSMX
CLARKSTON PARTNERS FUND. FOUNDERS CLASS
ProView
CISMX
CLARKSTON PARTNERS FUND. INSTITUTIONAL CLASS
ProView
PFSAX
PGIM Jennison Financial Services Fund Class A
ProView
PFSQX
PGIM Jennison Financial Services Fund Class R6
ProView
PFSZX
PGIM Jennison Financial Services Fund Class Z
ProView
PSSRX
PGIM Jennison Financial Services Fund Class R
ProView
PUFCX
PGIM Jennison Financial Services Fund Class C
ProView
LCF
Touchstone US Large Cap Focused ETF
ProView
VMSGX
VALIC Company I Mid Cap Strategic Growth Fund
ProView
MECDX
NYLIM Epoch Capital Growth Fund Class A
ProView
MECEX
NYLIM Epoch Capital Growth Fund Class C
ProView
MECVX
NYLIM Epoch Capital Growth Fund Investor Class
ProView
MECFX
NYLIM Epoch Capital Growth Fund Class I
ProView
TSMDX
Trillium ESG Small/Mid Cap Fund Institutional Class
ProView
JVMCX
John Hancock Disciplined Value Mid Cap Fund Class C
ProView
JVMIX
John Hancock Disciplined Value Mid Cap Fund Class I
ProView
JVMAX
John Hancock Disciplined Value Mid Cap Fund Class A
ProView
JVMRX
John Hancock Disciplined Value Mid Cap Fund Class R6
ProView
JVMTX
John Hancock Disciplined Value Mid Cap Fund Class R4
ProView
JVMSX
John Hancock Disciplined Value Mid Cap Fund Class R2
ProView
FIDSX
Fidelity Select Financial Portfolio
ProView
FIVGX
Fidelity Advisor Financials Fund Class A
ProView
FIVHX
Fidelity Advisor Financials Fund Class M
ProView
FIVJX
Fidelity Advisor Financials Fund Class C
ProView
FIVKX
Fidelity Advisor Financials Fund Class I
ProView
FIVSX
Fidelity Advisor Financials Fund Class Z
ProView
TFFCX
Touchstone Focused Fund Class C
ProView
TFFIX
Touchstone Focused Fund Institutional
ProView
TFFYX
Touchstone Focused Fund Class Y
ProView
TFOAX
Touchstone Focused Fund Class A
ProView
CIPIX
Champlain Mid Cap Fund Insti Cl
ProView
CIPMX
Champlain Mid Cap Fund
ProView
MCPRX
MFS Mid Cap Growth Fund Class R2
ProView
OTCAX
MFS Mid Cap Growth Fund Class A
ProView
OTCBX
MFS Mid Cap Growth Fund Class B
ProView
OTCCX
MFS Mid Cap Growth Fund Class C
ProView
OTCGX
MFS Mid Cap Growth Fund Class R1
ProView
OTCHX
MFS Mid Cap Growth Fund Class R3
ProView
OTCIX
MFS Mid Cap Growth Fund Class I
ProView
OTCJX
MFS Mid Cap Growth Fund Class R4
ProView
OTCKX
MFS Mid Cap Growth Fund Class R6
ProView
CFMSX
Column Mid Cap Select Fund
ProView
SCRLX
Touchstone Large Cap Focused Fund Class Institutional
ProView
SCSCX
Touchstone Large Cap Focused Fund Class C
ProView
SENCX
Touchstone Large Cap Focused Fund Class A
ProView
SICWX
Touchstone Large Cap Focused Fund Class Y
ProView
TSRLX
Touchstone Large Cap Focused Fund Class R6
ProView
BCGD
Baron Global Durable Advantage ETF
ProView
WCMGX
First Trust WCM Focused Global Growth Fund Institutional Class
ProView
WFGGX
First Trust WCM Focused Global Growth Fund Investor Class
ProView
WFGAX
First Trust WCM Focused Global Growth Fund Class A
ProView
WFGCX
First Trust WCM Focused Global Growth Fund Class C
ProView
CHGX
Stance Sustainable Beta ETF
ProView
DMCVX
BNY Mellon Midcap Value Fund Class A
ProView
DMCYX
BNY Mellon Midcap Value Fund Class Y
ProView
DVLCX
BNY Mellon Midcap Value Fund Class C
ProView
DVLIX
BNY Mellon Midcap Value Fund Class I
ProView
HFDRX
Hartford Schroders US MidCap Opportunities Fund Class R3
ProView
HFDSX
Hartford Schroders US MidCap Opportunities Fund Class R4
ProView
HFDCX
Hartford Schroders US MidCap Opportunities Fund Class C
ProView
HFDFX
Hartford Schroders US MidCap Opportunities Fund Class F
ProView
HFDTX
Hartford Schroders US MidCap Opportunities Fund Class R5
ProView
HFDYX
Hartford Schroders US MidCap Opportunities Fund Class Y
ProView
MFCCX
Meridian Contrarian Fund Class C
ProView
MFCAX
Meridian Contrarian Fund Class A
ProView
MFCIX
Meridian Contrarian Fund Investor Class
ProView
MVALX
Meridian Contrarian Fund Legacy Class
ProView
SMDIX
Hartford Schroders US MidCap Opportunities Fund Class I
ProView
SMDRX
Hartford Schroders US MidCap Opportunities Fund Class SDR
ProView
SMDVX
Hartford Schroders US MidCap Opportunities Fund Class A
ProView
ABCS
Alpha Blue Capital US Small-Mid Cap Dynamic ETF
ProView
ODMCX
JPMorgan SMID Cap Equity Fund Class C
ProView
PECAX
JPMorgan SMID Cap Equity Fund Class A
ProView
WOOPX
JPMorgan SMID Cap Equity Fund Class I
ProView
WOOOX
JPMorgan SMID Cap Equity Fund Class R3
ProView
WOOSX
JPMorgan SMID Cap Equity Fund Class R6
ProView
TVLAX
Touchstone Value Fund Class A
ProView
TVLCX
Touchstone Value Fund Class C
ProView
TVLIX
Touchstone Value Fund Institutional
ProView
TVLRX
Touchstone Value Fund Class R6
ProView
TVLYX
Touchstone Value Fund Class Y
ProView
JDVFX
John Hancock Disciplined Value Fund Class R4
ProView
JDVPX
John Hancock Disciplined Value Fund Class R2
ProView
JDVVX
John Hancock Disciplined Value Fund Class R5
ProView
JDVWX
John Hancock Disciplined Value Fund Class R6
ProView
JDVNX
John Hancock Disciplined Value Fund Class NAV
ProView
JVLCX
John Hancock Disciplined Value Fund Class C
ProView
JVLAX
John Hancock Disciplined Value Fund Class A
ProView
JVLIX
John Hancock Disciplined Value Fund Class I
ProView
YOVAX
Yorktown Small Cap Fund Class A
ProView
YOVLX
Yorktown Small Cap Fund Class L
ProView
YOVIX
Yorktown Small Cap Fund Institutional Share Class
ProView
TFGZ
Thornburg Focus Growth Fund ETF
ProView
TCGCX
Thornburg Focus Growth Fund Class C
ProView
TCGRX
Thornburg Focus Growth Fund Class R4
ProView
THCGX
Thornburg Focus Growth Fund Class A
ProView
THCRX
Thornburg Focus Growth Fund Class R3
ProView
THGRX
Thornburg Focus Growth Fund Class R5
ProView
THIGX
Thornburg Focus Growth Fund Class I
ProView
CMCIX
Calvert Small/Mid-Cap Fund Class I
ProView
CMPAX
Calvert Small/Mid-Cap Fund Class A
ProView
CMPCX
Calvert Small/Mid-Cap Fund Class C
ProView
FPACX
FPA Crescent Fund Institutional Class
ProView
FPCSX
FPA Crescent Fund Supra Institutional Class
ProView
FPFRX
FPA Crescent Fund Investor Class
ProView
MBACX
NYLIM Balanced Fund Class C
ProView
MBAIX
NYLIM Balanced Fund Class I
ProView
MBERX
NYLIM Balanced Fund Class R6
ProView
MBINX
NYLIM Balanced Fund Investor Class
ProView
MBNAX
NYLIM Balanced Fund Class A
ProView
KESGX
Kennedy Capital ESG SMID Cap Fund
ProView
PJFM
PGIM Jennison Focused Mid-Cap ETF
ProView
IRGJX
Voya Russell Mid Cap Growth Index Portfolio Initial
ProView
IRGVX
Voya Russell Mid Cap Growth Index Portfolio Class S2
ProView
IRGUX
Voya Russell Mid Cap Growth Index Portfolio Class S
ProView
VVMCX
VALIC Company I Mid Cap Value Fund
ProView
FASOX
Fidelity Advisor Value Strategies Fund Class I
ProView
FASPX
Fidelity Advisor Value Strategies Fund Class M
ProView
FSLSX
Fidelity Advisor Value Strategies Fund
ProView
FSOAX
Fidelity Advisor Value Strategies Fund Class A
ProView
FVCSX
Fidelity Advisor Value Strategies Fund Class C
ProView
FVSKX
Fidelity Advisor Value Strategies Fund Class K
ProView
LMRNX
1919 Socially Responsive Balanced Fund Class I
ProView
SESLX
1919 Socially Responsive Balanced Fund Class C
ProView
SSIAX
1919 Socially Responsive Balanced Fund Class A
ProView
DRMCX
Virtus Silvant Mid-Cap Growth Fund Institutional Class
ProView
RMDCX
Virtus Silvant Mid-Cap Growth Fund Class C
ProView
RMDAX
Virtus Silvant Mid-Cap Growth Fund Class A
ProView
RMDZX
Virtus Silvant Mid-Cap Growth Fund Class R6
ProView
SSMG
Virtus Silvant Small/Mid Growth ETF
ProView
ETJ
Eaton Vance Risk-Managed Diversified Equity Income Fund
ProView
WCSGX
WCM Select Global Growth Fund Investor Class
ProView
WSGGX
WCM Select Global Growth Fund Institutional Class
ProView
SBACX
Touchstone Balanced Fund Class C
ProView
SEBLX
Touchstone Balanced Fund Class A
ProView
SIBLX
Touchstone Balanced Fund Class Y
ProView
TBARX
Touchstone Balanced Fund Class R6
ProView
ABPAX
AB Sustainable Thematic Balanced Portfolio Class A
ProView
ABPCX
AB Sustainable Thematic Balanced Portfolio Class C
ProView
ABPYX
AB Sustainable Thematic Balanced Portfolio Advisor Class
ProView
ABPZX
AB Sustainable Thematic Balanced Portfolio Class Z
ProView
APWIX
AB Sustainable Thematic Balanced Portfolio Class I
ProView
RMOCX
Victory RS Mid Cap Growth Fund Class C
ProView
RMOMX
Victory RS Mid Cap Growth Fund Member Class
ProView
RMORX
Victory RS Mid Cap Growth Fund Class R6
ProView
RMOYX
Victory RS Mid Cap Growth Fund Class Y
ProView
RSMOX
Victory RS Mid Cap Growth Fund Class A
ProView
EAERX
Eaton Vance Stock Fund Class A
ProView
ECERX
Eaton Vance Stock Fund Class C
ProView
EIERX
Eaton Vance Stock Fund Class I
ProView
JANWX
Janus Henderson Global Research Fund Class D
ProView
JAWGX
Janus Henderson Global Research Portfolio - Institutional Shares
ProView
JAWWX
Janus Henderson Global Research Fund Class T
ProView
JDWAX
Janus Henderson Global Research Fund Class A
ProView
JDWNX
Janus Henderson Global Research Fund Class N
ProView
JDWRX
Janus Henderson Global Research Fund Class R
ProView
JWGRX
Janus Henderson Global Research Fund Class S
ProView
JWWFX
Janus Henderson Global Research Fund Class I
ProView
JWWCX
Janus Henderson Global Research Fund Class C
ProView
EOI
Eaton Vance Enhanced Equity Income Fund
ProView
ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
ProView
INSAX
Catalyst Insider Buying Fund Class A
ProView
INSCX
Catalyst Insider Buying Fund Class C
ProView
INSIX
Catalyst Insider Buying Fund Class I
ProView
VVJEX
Voya VACS Series MCV Fund
ProView
LCLG
Logan Capital Large Cap Growth ETF
ProView
DODGX
Dodge & Cox Stock Fund Class I
ProView
DOXGX
Dodge & Cox Stock Fund Class X
ProView
IMOWX
Voya MidCap Opportunities Fund Class W
ProView
IMORX
Voya MidCap Opportunities Fund Class R
ProView
IMOZX
Voya MidCap Opportunities Fund Class R6
ProView
NMCAX
Voya MidCap Opportunities Fund Class A
ProView
NMCCX
Voya MidCap Opportunities Fund Class C
ProView
NMCIX
Voya MidCap Opportunities Fund Class I
ProView
FCMVX
Fidelity Mid Cap Value K6 Fund Class K6
ProView
IAMOX
Voya MidCap Opportunities Portfolio Advisor Class
ProView
IIMOX
Voya MidCap Opportunities Portfolio Initial
ProView
IMOPX
Voya MidCap Opportunities Portfolio S2
ProView
ISMOX
Voya MidCap Opportunities Portfolio Service
ProView
PCSVX
Pace Small/Medium Co Value Equity Investments Fund Class P
ProView
PEVAX
Pace Small/Medium Co Value Equity Investments Fund Class A
ProView
PVETX
Pace Small/Medium Company Value Equity Investments Fund Class P2
ProView
VMCRX
Voya MidCap Opportunities Portfolio Class R6
ProView
FIDFX
Fidelity Advisor Mid Cap Value Fund Class Z
ProView
FMPAX
Fidelity Advisor Mid Cap Value Fund Class A
ProView
FMPEX
Fidelity Advisor Mid Cap Value Fund Class C
ProView
FMPOX
Fidelity Advisor Mid Cap Value Fund Class I
ProView
FMPTX
Fidelity Advisor Mid Cap Value Fund Class M
ProView
FSMVX
Fidelity Advisor Mid Cap Value Fund
ProView
IGRFX
Nomura Mid Cap Growth Fund Class R6
ProView
IYMIX
Nomura Mid Cap Growth Fund Class I
ProView
WMGAX
Nomura Mid Cap Growth Fund Class A
ProView
WMGCX
Nomura Mid Cap Growth Fund Class C
ProView
WMGYX
Nomura Mid Cap Growth Fund Class Y
ProView
WMGRX
Nomura Mid Cap Growth Fund Class R
ProView
AVMV
Avantis US Mid Cap Value ETF
ProView
BPAIX
Boston Partners All-Cap Value Fund Institutional Class
ProView
BPAVX
Boston Partners All-Cap Value Fund Invertor Class
ProView
BPARX
Boston Partners All-Cap Value Fund Class R6
ProView
MAGA
Truth Social America First ETF
ProView
LGCAX
Lord Abbett Global Equity Fund Class A
ProView
LGCCX
Lord Abbett Global Equity Fund Class C
ProView
LGCOX
Lord Abbett Global Equity Fund Class F3
ProView
LGCRX
Lord Abbett Global Equity Fund Class R3
ProView
LGCFX
Lord Abbett Global Equity Fund Class F
ProView
LGCSX
Lord Abbett Global Equity Fund Class R4
ProView
LGCVX
Lord Abbett Global Equity Fund Class R5
ProView
LGCYX
Lord Abbett Global Equity Fund Class I
ProView
LGCWX
Lord Abbett Global Equity Fund Class R6
ProView
CFMCX
Column Mid Cap Fund
ProView
VOT
Vanguard Morningstar Mid-Cap Growth ETF
ProView
VMGIX
Vanguard Morningstar Mid-Cap Growth Index Fund Investor Class
ProView
VMGMX
Vanguard Morningstar Mid-Cap Growth Index Fund Admiral Class
ProView
PORIX
Trillium ESG Global Equity Fund Institutional Class
ProView
PORTX
Trillium ESG Global Equity Fund Investor Class
ProView
CMDDX
American Funds US Small & Mid Cap Equity Fund Class 529-A
ProView
CMDHX
American Funds US Small & Mid Cap Equity Fund Class 529-C
ProView
CMDJX
American Funds US Small & Mid Cap Equity Fund Class 529-E
ProView
CMDLX
American Funds US Small & Mid Cap Equity Fund Class 529-F-1
ProView
CMDNX
American Funds US Small & Mid Cap Equity Fund Class 529-F-2
ProView
CMDOX
American Funds US Small & Mid Cap Equity Fund Class 529-F-3
ProView
RMDDX
American Funds US Small & Mid Cap Equity Fund Class R1
ProView
RMDGX
American Funds US Small & Mid Cap Equity Fund Class R2E
ProView
RMDEX
American Funds US Small & Mid Cap Equity Fund Class R2
ProView
RMDHX
American Funds US Small & Mid Cap Equity Fund Class R3
ProView
RMDJX
American Funds US Small & Mid Cap Equity Fund Class R4
ProView
RMDLX
American Funds US Small & Mid Cap Equity Fund Class R5
ProView
RMDKX
American Funds US Small & Mid Cap Equity Fund Class R5E
ProView
RMDMX
American Funds US Small & Mid Cap Equity Fund Class R6
ProView
SMDEX
American Funds US Small & Mid Cap Equity Fund Class A
ProView
SMDGX
American Funds US Small & Mid Cap Equity Fund Class C
ProView
SMDJX
American Funds US Small & Mid Cap Equity Fund Class F1
ProView
SMDKX
American Funds US Small & Mid Cap Equity Fund Class F2
ProView
SMDNX
American Funds US Small & Mid Cap Equity Fund Class F3
ProView
MIMSX
BNY Mellon Mid Cap Multi-Strategy Fund Investor Shares
ProView
MPMCX
BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares
ProView
MFSV
MFS Active Value ETF
ProView
BPIRX
Boston Partners Long/Short Research Fund Institutional Class
ProView
BPRRX
Boston Partners Long/Short Research Fund Investor Class
ProView
PRISX
T. Rowe Price Financial Services Fund Investor Class
ProView
TFIFX
T. Rowe Price Financial Services Fund Class I
ProView
AMOMX
AQR Large Cap Momentum Style Fund Class I
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AMONX
AQR Large Cap Momentum Style Fund Class N
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QMORX
AQR Large Cap Momentum Style Fund Class R6
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BPGIX
Boston Partners Global Equity Fund Institutional Class
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HLGEX
JPMorgan Mid Cap Growth Fund Class I
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JMGFX
JPMorgan Mid Cap Growth Fund Class R5
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JMGMX
JPMorgan Mid Cap Growth Fund Class R6
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JMGPX
JPMorgan Mid Cap Growth Fund Class R3
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JMGZX
JPMorgan Mid Cap Growth Fund Class R2
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JMGQX
JPMorgan Mid Cap Growth Fund Class R4
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OMGCX
JPMorgan Mid Cap Growth Fund Class C
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OSGIX
JPMorgan Mid Cap Growth Fund Class A
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RYFAX
Rydex Financial Services Fund Class H
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RYFIX
Rydex Financial Services Fund Investor Class
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RYFCX
Rydex Financial Services Fund Class C
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RYFNX
Rydex Financial Services Fund Class A
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TLGAX
Timothy Plan Large/Mid Cap Growth Fund Class A
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TLGCX
Timothy Plan Large/Mid Cap Growth Fund Class C
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TPLIX
Timothy Plan Large/Mid Cap Growth Fund Class I
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