U.S. stock funds & ETFs

Browse U.S. stock funds and ETFs in our catalogue — what each holds, what it costs, and what changed last quarter.

• VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)
  U.S. equity index ETF
• VANGUARD 500 INDEX FUND (VOO)
  U.S. equity index ETF
• iShares Core S&P 500 ETF (IVV)
  U.S. equity index ETF
• Fidelity 500 Index Fund (FXAIX)
  U.S. equity index fund
• State Street(R) SPDR(R) S&P 500(R) ETF Trust (SPY)
  U.S. equity index trust
• Invesco QQQ Trust, Series 1 (QQQ)
  U.S. equity index fund
• VANGUARD GROWTH INDEX FUND (VUG)
  U.S. equity index ETF
• Growth Fund of America (AGTHX)
  actively managed U.S. equity fund
• VANGUARD INSTITUTIONAL INDEX FUND (VINIX)
  U.S. equity index fund
• VANGUARD VALUE INDEX FUND (VTV)
  U.S. equity index ETF
• Strategic Advisers Fidelity U.S. Total Stock Fund (FCTDX)
  actively managed U.S. equity fund
• VANGUARD MID-CAP INDEX FUND (VO)
  U.S. equity index ETF
• Washington Mutual Investors Fund (AWSHX)
  actively managed U.S. equity fund
• VANGUARD SMALL-CAP INDEX FUND (VB)
  U.S. equity index ETF
• Investment Co of America (AIVSX)
  actively managed U.S. equity fund
• American Funds Fundamental Investors (ANCFX)
  actively managed U.S. equity fund
• Fidelity Contrafund (FCNTX)
  actively managed U.S. equity fund
• VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VGT)
  U.S. equity index ETF
• State Street(R) SPDR(R) Portfolio S&P 500(R) ETF (SPYM)
  U.S. equity index ETF
• Income Fund of America (AMECX)
  actively managed U.S. equity fund
• Fidelity Total Market Index Fund (FSKAX)
  U.S. equity index fund
• Schwab S&P 500 Index Fund (SWPPX)
  U.S. equity index fund
• iShares Russell 1000 Growth ETF (IWF)
  U.S. equity index ETF
• VANGUARD DIVIDEND APPRECIATION INDEX FUND (VIG)
  U.S. equity index ETF
• iShares Core S&P Mid-Cap ETF (IJH)
  U.S. equity index ETF
• State Street(R) Technology Select Sector SPDR(R) ETF (XLK)
  U.S. equity index ETF
• JPMorgan Large Cap Growth Fund (SEEGX)
  actively managed U.S. equity fund
• Dodge & Cox Stock Fund (DODGX)
  actively managed U.S. equity fund
• American Mutual Fund (AMRMX)
  actively managed U.S. equity fund
• Fidelity Series Total Market Index Fund (FCFMX)
  U.S. equity index fund
• iShares Core S&P Small-Cap ETF (IJR)
  U.S. equity index ETF
• Strategic Advisers U.S. Total Stock Fund (FSAKX)
  actively managed U.S. equity fund
• Fidelity Growth Company Fund (FDGRX)
  actively managed U.S. equity fund
• VANGUARD EXTENDED MARKET INDEX FUND (VXF)
  U.S. equity index ETF
• AMCAP Fund (AMCPX)
  actively managed U.S. equity fund
• Invesco NASDAQ 100 ETF (QQQM)
  U.S. equity index ETF
• VANGUARD PRIMECAP FUND (VPMCX)
  actively managed U.S. equity fund
• Fidelity Blue Chip Growth Fund (FBGRX)
  actively managed U.S. equity fund
• Schwab U.S. Dividend Equity ETF (SCHD)
  U.S. equity index ETF
• VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM)
  U.S. equity index ETF
• iShares Core S&P Total U.S. Stock Market ETF (ITOT)
  U.S. equity index ETF
• Invesco S&P 500 Equal Weight ETF (RSP)
  U.S. equity index ETF
• iShares Russell 2000 ETF (IWM)
  U.S. equity index ETF
• iShares Russell 1000 Value ETF (IWD)
  U.S. equity index ETF
• VanEck Semiconductor ETF (SMH)
  U.S. equity index ETF
• iShares S&P 500 Growth ETF (IVW)
  U.S. equity index ETF
• VANGUARD LARGE-CAP INDEX FUND (VV)
  U.S. equity index ETF
• Schwab U.S. Large-Cap ETF (SCHX)
  U.S. equity index ETF
• VANGUARD REAL ESTATE INDEX FUND (VNQ)
  U.S. equity index ETF
• VANGUARD SMALL-CAP VALUE INDEX FUND (VBR)
  U.S. equity index ETF
• Fidelity Balanced Fund (FBALX)
  actively managed U.S. equity fund
• VANGUARD EQUITY INCOME FUND (VEIPX)
  actively managed U.S. equity fund
• VANGUARD WINDSOR II FUND (VWNFX)
  actively managed U.S. equity fund
• T. Rowe Price Blue Chip Growth Fund, Inc. (TRBCX)
  actively managed U.S. equity fund
• Schwab U.S. Large-Cap Growth ETF (SCHG)
  U.S. equity index ETF
• S&P 500 Index Master Portfolio
  U.S. equity index fund
• iShares S&P 500 Index Fund (WFSPX)
  U.S. equity index fund
• Nuveen Equity Index Fund (TIEIX)
  U.S. equity index fund
• Growth Fund
  actively managed U.S. equity fund
• iShares Russell Mid-Cap ETF (IWR)
  U.S. equity index ETF
• VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG)
  U.S. equity index ETF
• State Street(R) SPDR(R) Portfolio S&P 500(R) Growth ETF (SPYG)
  U.S. equity index ETF
• State Street(R) Financial Select Sector SPDR(R) ETF (XLF)
  U.S. equity index ETF
• Select Semiconductors Portfolio (FSELX)
  actively managed U.S. equity fund
• MFS Value Fund (MEIAX)
  actively managed U.S. equity fund
• Putnam Large Cap Value Fund (PEYAX)
  actively managed U.S. equity fund
• T. Rowe Price Growth Stock Fund, Inc. (PRGFX)
  actively managed U.S. equity fund
• iShares MSCI USA Quality Factor ETF (QUAL)
  U.S. equity index ETF
• Fidelity Mid Cap Index Fund (FSMDX)
  U.S. equity index fund
• iShares Russell 1000 ETF (IWB)
  U.S. equity index ETF
• iShares Semiconductor ETF (SOXX)
  U.S. equity index ETF
• iShares S&P 500 Value ETF (IVE)
  U.S. equity index ETF
• VANGUARD U.S. GROWTH FUND (VWUSX)
  actively managed U.S. equity fund
• Columbia Dividend Income Fund (LBSAX)
  actively managed U.S. equity fund
• VANGUARD SMALL-CAP GROWTH INDEX FUND (VBK)
  U.S. equity index ETF
• Growth-Income Fund
  actively managed U.S. equity fund
• SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (DIA)
  U.S. equity index trust
• JPMorgan Equity Premium Income ETF (JEPI)
  actively managed U.S. equity ETF
• MFS International Diversification Fund (MDIDX)
  actively managed U.S. equity fund
• Dimensional U.S. Core Equity 2 ETF (DFAC)
  actively managed U.S. equity ETF
• Fidelity Large Cap Growth Index Fund (FSPGX)
  U.S. equity index fund
• JPMorgan Equity Income Fund (HLIEX)
  actively managed U.S. equity fund
• Schwab U.S. Broad Market ETF (SCHB)
  U.S. equity index ETF
• College Retirement Equities Fund - Growth Account (QCGRRX)
  actively managed U.S. equity fund
• Fidelity Extended Market Index Fund (FSMAX)
  U.S. equity index fund
• MFS Growth Fund (MFEGX)
  actively managed U.S. equity fund
• Schwab Total Stock Market Index Fund (SWTSX)
  U.S. equity index fund
• Large Cap Index Master Portfolio
  U.S. equity index fund
• JPMorgan Nasdaq Equity Premium Income ETF (JEPQ)
  actively managed U.S. equity ETF
• State Street(R) Health Care Select Sector SPDR(R) ETF (XLV)
  U.S. equity index ETF
• Fidelity OTC Portfolio (FOCPX)
  actively managed U.S. equity fund
• U.S. CORE EQUITY 1 PORTFOLIO (DFEOX)
  actively managed U.S. equity fund
• T. Rowe Price Equity Index 500 Fund (PREIX)
  U.S. equity index fund
• iShares Core Dividend Growth ETF (DGRO)
  U.S. equity index ETF
• Select Technology Portfolio (FSPTX)
  actively managed U.S. equity fund
• U.S. CORE EQUITY 2 PORTFOLIO (DFQTX)
  actively managed U.S. equity fund
• Fidelity Magellan Fund (FMAGX)
  actively managed U.S. equity fund
• Fidelity Contrafund K6 (FLCNX)
  actively managed U.S. equity fund
• VANGUARD MID-CAP VALUE INDEX FUND (VOE)
  U.S. equity index ETF
• VANGUARD DIVIDEND GROWTH FUND (VDIGX)
  actively managed U.S. equity fund
• VANGUARD HEALTH CARE FUND (VGHCX)
  actively managed U.S. equity fund
• Fidelity ZERO Total Market Index Fund (FZROX)
  U.S. equity index fund
• Six Circles U.S. Unconstrained Equity Fund (CUSUX)
  actively managed U.S. equity fund
• State Street(R) Energy Select Sector SPDR(R) ETF (XLE)
  U.S. equity index ETF
• State Street(R) SPDR(R) Portfolio S&P 500(R) Value ETF (SPYV)
  U.S. equity index ETF
• Fidelity Advisor Growth Opportunities Fund (FAGAX)
  actively managed U.S. equity fund
• Capital Group Dividend Value ETF (CGDV)
  actively managed U.S. equity ETF
• VANGUARD MID-CAP GROWTH INDEX FUND (VOT)
  U.S. equity index ETF
• VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND (VITNX)
  U.S. equity index fund
• iShares U.S. Equity Factor Rotation Active ETF (DYNF)
  actively managed U.S. equity ETF
• T. Rowe Price Value Fund, Inc. (TRVLX)
  actively managed U.S. equity fund
• Six Circles Managed Equity Portfolio U.S. Unconstrained Fund (CMEUX)
  actively managed U.S. equity fund
• State Street(R) Industrial Select Sector SPDR(R) ETF (XLI)
  U.S. equity index ETF
• Fidelity Puritan Fund (FPURX)
  actively managed U.S. equity fund
• JPMorgan U.S. Equity Fund (JUEAX)
  actively managed U.S. equity fund
• VANGUARD MEGA CAP GROWTH INDEX FUND (MGK)
  U.S. equity index ETF
• VANGUARD CAPITAL OPPORTUNITY FUND (VHCOX)
  actively managed U.S. equity fund
• Fidelity Small Cap Index Fund (FSSNX)
  U.S. equity index fund
• iShares Core S&P U.S. Growth ETF (IUSG)
  U.S. equity index ETF
• VIP Contrafund Portfolio
  actively managed U.S. equity fund
• Bridge Builder Large Cap Growth Fund (BBGLX)
  actively managed U.S. equity fund
• Franklin Dynatech Fund (FKDNX)
  actively managed U.S. equity fund
• VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND (VTCLX)
  U.S. equity index fund
• THE U.S. LARGE CAP VALUE SERIES
  actively managed U.S. equity fund
• Janus Henderson Research Fund (JAMRX)
  actively managed U.S. equity fund
• Bridge Builder Large Cap Value Fund (BBVLX)
  actively managed U.S. equity fund
• Fidelity SAI U.S. Quality Index Fund (FUQIX)
  U.S. equity index fund
• Fidelity Series Large Cap Stock Fund (FGLGX)
  actively managed U.S. equity fund
• Fidelity Advisor New Insights Fund (FNIAX)
  actively managed U.S. equity fund
• Columbia Seligman Technology and Information Fund (SLMCX)
  actively managed U.S. equity fund
• College Retirement Equities Fund - S&P 500 Index Account (QCEQRX)
  U.S. equity index fund
• State Street SPDR S&P MidCap 400SM ETF Trust (MDY)
  U.S. equity fund
• VANGUARD FTSE SOCIAL INDEX FUND (VFTNX)
  U.S. equity index fund
• Fidelity Nasdaq Composite Index Fund (FNCMX)
  U.S. equity index fund
• Fidelity Growth Company K6 Fund (FGKFX)
  actively managed U.S. equity fund
• Franklin Rising Dividends Fund (FRDAX)
  actively managed U.S. equity fund
• Avantis U.S. Small Cap Value ETF (AVUV)
  actively managed U.S. equity ETF
• Ultra Fund (TWCUX)
  actively managed U.S. equity fund
• American Funds Growth Portfolio (RGWFX)
  actively managed U.S. equity fund
• VANGUARD S&P 500 GROWTH INDEX FUND (VOOG)
  U.S. equity index ETF
• iShares Core S&P U.S. Value ETF (IUSV)
  U.S. equity index ETF
• VANGUARD LIFESTRATEGY GROWTH FUND (VASGX)
  actively managed U.S. equity fund
• Schwab Fundamental U.S. Large Company ETF (FNDX)
  U.S. equity index ETF
• Harbor Capital Appreciation Fund (HACAX)
  actively managed U.S. equity fund
• State Street Equity 500 Index II Portfolio (SSEYX)
  U.S. equity index fund
• MidCap Fund (PMBMX)
  actively managed U.S. equity fund
• U.S. LARGE CAP VALUE PORTFOLIO (DFLVX)
  actively managed U.S. equity fund
• First Trust Rising Dividend Achievers ETF (RDVY)
  U.S. equity index ETF
• Fidelity Series Growth Company Fund (FCGSX)
  actively managed U.S. equity fund
• Capital Group Growth ETF (CGGR)
  actively managed U.S. equity ETF
• VANGUARD WINDSOR FUND (VWNDX)
  actively managed U.S. equity fund
• Parnassus Core Equity Fund (PRBLX)
  actively managed U.S. equity fund
• iShares MSCI USA Momentum Factor ETF (MTUM)
  U.S. equity index ETF
• Oakmark Fund (OAKMX)
  actively managed U.S. equity fund
• VANGUARD LIFESTRATEGY MODERATE GROWTH FUND (VSMGX)
  actively managed U.S. equity fund
• Fidelity U.S. Equity Central Fund
  actively managed U.S. equity fund
• Janus Henderson Forty Fund (JDCAX)
  actively managed U.S. equity fund
• T. Rowe Price Dividend Growth Fund, Inc. (PRDGX)
  actively managed U.S. equity fund
• VANGUARD STAR FUND (VGSTX)
  actively managed U.S. equity fund
• Disciplined Value Mid Cap Fund (JVMAX)
  actively managed U.S. equity fund
• State Street(R) Utilities Select Sector SPDR(R) ETF (XLU)
  U.S. equity index ETF
• T. Rowe Price Mid-Cap Growth Fund, Inc. (RPMGX)
  actively managed U.S. equity fund
• American Funds Growth and Income Portfolio (GAIOX)
  actively managed U.S. equity fund
• iShares MSCI USA Min Vol Factor ETF (USMV)
  U.S. equity index ETF
• iShares Select Dividend ETF (DVY)
  U.S. equity index ETF
• AB LARGE CAP GROWTH FUND INC (APGAX)
  actively managed U.S. equity fund
• Schwab U.S. Small-Cap ETF (SCHA)
  U.S. equity index ETF
• State Street(R) Consumer Discretionary Select Sector SPDR(R) ETF (XLY)
  U.S. equity index ETF
• AST Balanced Asset Allocation Portfolio
  actively managed U.S. equity fund
• JPMorgan Growth Advantage Fund (VHIAX)
  actively managed U.S. equity fund
• Janus Henderson Enterprise Fund (JAENX)
  actively managed U.S. equity fund
• State Street(R) Communication Services Select Sector SPDR(R) ETF (XLC)
  U.S. equity index ETF
• VANGUARD EXPLORER FUND (VEXPX)
  actively managed U.S. equity fund
• iShares Russell Mid-Cap Growth ETF (IWP)
  U.S. equity index ETF
• iShares U.S. Technology ETF (IYW)
  U.S. equity index ETF
• VANGUARD RUSSELL 1000 VALUE INDEX FUND (VONV)
  U.S. equity index ETF
• Schwab 1000 Index Fund (SNXFX)
  U.S. equity index fund
• State Street(R) SPDR(R) S&P(R) Dividend ETF (SDY)
  U.S. equity index ETF
• Fidelity SAI U.S. Low Volatility Index Fund (FSUVX)
  U.S. equity index fund
• T. Rowe Price Large-Cap Growth Fund (TRLGX)
  actively managed U.S. equity fund
• VIP Index 500 Portfolio (XAOKX)
  U.S. equity index fund
• iShares S&P 100 ETF (OEF)
  U.S. equity index ETF
• Invesco S&P 500 Momentum ETF (SPMO)
  U.S. equity index ETF
• Dimensional U.S. Equity Market ETF (DFUS)
  actively managed U.S. equity ETF
• BlackRock Equity Dividend Fund
  actively managed U.S. equity fund
• Fidelity Blue Chip Growth K6 Fund (FBCGX)
  actively managed U.S. equity fund
• Disciplined Value Fund (JVLAX)
  actively managed U.S. equity fund
• iShares Russell 3000 ETF (IWV)
  U.S. equity index ETF
• Stock Index Fund (NOSIX)
  U.S. equity index fund
• VANGUARD HEALTH CARE INDEX FUND (VHT)
  U.S. equity index ETF
• U.S. SMALL CAP PORTFOLIO (DFSTX)
  actively managed U.S. equity fund
• Nuveen Large Cap Growth Index Fund (TILIX)
  U.S. equity index fund
• U.S. SMALL CAP VALUE PORTFOLIO (DFSVX)
  actively managed U.S. equity fund
• JPMorgan Hedged Equity Fund (JHQAX)
  actively managed U.S. equity fund
• T. Rowe Price U.S. Equity Research Fund (PRCOX)
  actively managed U.S. equity fund
• VANGUARD GROWTH AND INCOME FUND (VQNPX)
  actively managed U.S. equity fund
• Columbia Contrarian Core Fund (LCCAX)
  actively managed U.S. equity fund
• State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF (SPMD)
  U.S. equity index ETF
• JNL/Mellon S&P 500 Index Fund
  U.S. equity index fund
• THE HARTFORD DIVIDEND AND GROWTH FUND (IHGIX)
  actively managed U.S. equity fund
• Invesco American Franchise Fund (VAFAX)
  actively managed U.S. equity fund
• Pacer US Cash Cows 100 ETF (COWZ)
  U.S. equity index ETF
• VANGUARD PRIMECAP CORE FUND (VPCCX)
  actively managed U.S. equity fund
• Baron Partners Fund (BPTRX)
  actively managed U.S. equity fund
• T. Rowe Price U.S. Large-Cap Core Fund, Inc. (TRULX)
  actively managed U.S. equity fund
• Fidelity MSCI Information Technology Index ETF (FTEC)
  U.S. equity index ETF
• Eaton Vance Strategic Income Fund (ETSIX)
  actively managed U.S. equity fund
• T. Rowe Price Equity Income Fund (PRFDX)
  actively managed U.S. equity fund
• Fidelity Series Blue Chip Growth Fund (FSBDX)
  actively managed U.S. equity fund
• Calamos Market Neutral Income Fund (CVSIX)
  actively managed U.S. equity fund
• iShares ESG Aware MSCI USA ETF (ESGU)
  U.S. equity index ETF
• VANGUARD RUSSELL 2000 INDEX FUND (VTWO)
  U.S. equity index ETF
• Fidelity ZERO Large Cap Index Fund (FNILX)
  U.S. equity index fund
• Franklin Growth Fund (FKGRX)
  actively managed U.S. equity fund
• MFS Mid Cap Value Fund (MVCAX)
  actively managed U.S. equity fund
• Invesco S&P 500 Quality ETF (SPHQ)
  U.S. equity index ETF
• iShares Russell Top 200 Growth ETF (IWY)
  U.S. equity index ETF
• Direxion Daily Semiconductor Bull 3X Shares (SOXL)
  U.S. equity index ETF
• State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF (SPSM)
  U.S. equity index ETF
• American Funds Moderate Growth and Income Portfolio (BLPAX)
  actively managed U.S. equity fund
• WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
  U.S. equity index ETF
• T. Rowe Price Science & Technology Fund, Inc. (PRSCX)
  actively managed U.S. equity fund
• Loomis Sayles Growth Fund (LGRRX)
  actively managed U.S. equity fund
• T. Rowe Price Mid-Cap Value Fund, Inc. (TRMCX)
  actively managed U.S. equity fund
• State Street Equity 500 Index Fund (STFAX)
  U.S. equity index fund
• Fidelity Series Value Discovery Fund (FNKLX)
  actively managed U.S. equity fund
• U.S. Targeted Value Portfolio (DFFVX)
  actively managed U.S. equity fund
• INTERNATIONAL SMALL COMPANY PORTFOLIO (DFISX)
  actively managed U.S. equity fund
• Fidelity Series Stock Selector Large Cap Value Fund (FBLEX)
  actively managed U.S. equity fund
• Fidelity SAI U.S. Large Cap Index Fund (FLCPX)
  U.S. equity index fund
• iShares Russell Mid-Cap Value ETF (IWS)
  U.S. equity index ETF
• Goldman Sachs ActiveBeta(R) U.S. Large Cap Equity ETF (GSLC)
  U.S. equity index ETF
• Schwab U.S. Large-Cap Value ETF (SCHV)
  U.S. equity index ETF
• Victory Sycamore Established Value Fund (VETAX)
  actively managed U.S. equity fund
• iShares Russell 2000 Growth ETF (IWO)
  U.S. equity index ETF
• Fidelity Series Opportunistic Insights Fund (FVWSX)
  actively managed U.S. equity fund
• Victory 500 Index Fund (USSPX)
  U.S. equity index fund
• Fidelity Growth and Income Portfolio (FGRIX)
  actively managed U.S. equity fund
• T. Rowe Price New Horizons Fund, Inc. (PRNHX)
  actively managed U.S. equity fund
• Growth Fund (TWCGX)
  actively managed U.S. equity fund
• T. Rowe Price All-Cap Opportunities Fund (PRWAX)
  actively managed U.S. equity fund
• Schwab U.S. Mid-Cap ETF (SCHM)
  U.S. equity index ETF
• iShares Russell 2000 Value ETF (IWN)
  U.S. equity index ETF
• EQUITY INDEX PORTFOLIO
  U.S. equity index fund
• ProShares Ultra QQQ (QLD)
  U.S. equity index ETF
• iShares U.S. Aerospace & Defense ETF (ITA)
  U.S. equity index ETF
• Dimensional U.S. Marketwide Value ETF (DFUV)
  actively managed U.S. equity ETF
• Invesco Comstock Fund (ACSTX)
  actively managed U.S. equity fund
• U.S. LARGE COMPANY PORTFOLIO (DFUSX)
  U.S. equity index fund
• Dimensional U.S. Small Cap ETF (DFAS)
  actively managed U.S. equity ETF
• DFA INTERNATIONAL VALUE PORTFOLIO (DFIVX)
  actively managed U.S. equity fund
• EMERGING MARKETS VALUE PORTFOLIO (DFEVX)
  actively managed U.S. equity fund
• First Trust Nasdaq Cybersecurity ETF (CIBR)
  U.S. equity index ETF
• JPMorgan Equity Index Fund (HLEIX)
  U.S. equity index fund
• MFS Mid Cap Growth Fund (OTCAX)
  actively managed U.S. equity fund
• Dimensional U.S. Targeted Value ETF (DFAT)
  actively managed U.S. equity ETF
• Variable Portfolio - Moderate Portfolio
  actively managed U.S. equity fund
• Putnam Large Cap Growth Fund (POGAX)
  actively managed U.S. equity fund
• Nuveen S&P 500 Index Fund (TISPX)
  U.S. equity index fund
• State Street(R) Consumer Staples Select Sector SPDR(R) ETF (XLP)
  U.S. equity index ETF
• State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF (SPTM)
  U.S. equity index ETF
• Fidelity Advisor Equity Growth Fund (EPGAX)
  actively managed U.S. equity fund
• iShares Core High Dividend ETF (HDV)
  U.S. equity index ETF
• iShares Expanded Tech-Software Sector ETF (IGV)
  U.S. equity index ETF
• Global X U.S. Infrastructure Development ETF (PAVE)
  U.S. equity index ETF
• Allspring Special Mid Cap Value Fund (WFMDX)
  actively managed U.S. equity fund
• VANGUARD FINANCIALS INDEX FUND (VFH)
  U.S. equity index ETF
• LVIP State Street S&P 500 Index Fund
  U.S. equity index fund
• AST PGIM Aggressive Multi-Asset Portfolio
  actively managed U.S. equity fund
• VANGUARD ESG U.S. STOCK ETF (ESGV)
  U.S. equity index ETF
• Fidelity Large Cap Value Index Fund (FLCOX)
  U.S. equity index fund
• 500 Index Trust (JAGMX)
  U.S. equity index fund
• EQ/Equity 500 Index Portfolio
  U.S. equity index fund
• Avantis U.S. Equity ETF (AVUS)
  actively managed U.S. equity ETF
• JNL/American Funds Growth-Income Fund
  actively managed U.S. equity fund
• JPMorgan Mid Cap Growth Fund (HLGEX)
  actively managed U.S. equity fund
• LargeCap S&P 500 Index Fund (PLFMX)
  U.S. equity index fund
• NEOS Nasdaq-100(R) High Income ETF (QQQI)
  actively managed U.S. equity ETF
• iShares Preferred and Income Securities ETF (PFF)
  U.S. equity index ETF
• Avantis U.S. Large Cap Value ETF (AVLV)
  actively managed U.S. equity ETF
• Nuveen Large Cap Value Index Fund (TILVX)
  U.S. equity index fund
• GMO Quality Fund (GQETX)
  actively managed U.S. equity fund
• VANGUARD MEGA CAP VALUE INDEX FUND (MGV)
  U.S. equity index ETF
• FULLERTHALER BEHAVIORAL SMALL CAP EQUITY (FTHNX)
  actively managed U.S. equity fund
• VIP Growth Portfolio (QVG2Q)
  actively managed U.S. equity fund
• Washington Mutual Investors Fund
  actively managed U.S. equity fund
• NYLI Winslow Large Cap Growth Fund (MLAAX)
  actively managed U.S. equity fund
• Schwab Fundamental U.S. Large Company Index Fund (SFLNX)
  U.S. equity index fund
• VANGUARD STRATEGIC EQUITY FUND (VSEQX)
  actively managed U.S. equity fund
• Alerian MLP ETF (AMLP)
  U.S. equity index ETF
• BNY Mellon Dynamic Value Fund (DAGVX)
  actively managed U.S. equity fund
• iShares MSCI USA Value Factor ETF (VLUE)
  U.S. equity index ETF
• T. Rowe Price Health Sciences Fund, Inc. (PRHSX)
  actively managed U.S. equity fund
• Tax-Managed U.S. Large Cap Fund (RETSX)
  actively managed U.S. equity fund
• JPMorgan U.S. Research Enhanced Equity Fund (JDESX)
  actively managed U.S. equity fund
• VANGUARD ENERGY INDEX FUND (VDE)
  U.S. equity index ETF
• VanEck Morningstar Wide Moat ETF (MOAT)
  U.S. equity index ETF
• First Trust RBA American Industrial Renaissance ETF (AIRR)
  U.S. equity index ETF
• HARTFORD CORE EQUITY FUND (HAIAX)
  actively managed U.S. equity fund
• Fidelity Equity-Income Fund (FEQIX)
  actively managed U.S. equity fund
• VANGUARD TAX-MANAGED SMALL-CAP FUND (VTMSX)
  U.S. equity index fund
• Dimensional US Core Equity Market ETF (DFAU)
  actively managed U.S. equity ETF
• Invesco MSCI USA ETF (PBUS)
  U.S. equity index ETF
• Fidelity Dividend Growth Fund (FDGFX)
  actively managed U.S. equity fund
• Fidelity Series Large Cap Value Index Fund (FIOOX)
  U.S. equity index fund
• First Trust SMID Cap Rising Dividend Achievers ETF (SDVY)
  U.S. equity index ETF
• Dimensional US High Profitability ETF (DUHP)
  actively managed U.S. equity ETF
• VANGUARD RUSSELL 1000 INDEX FUND (VONE)
  U.S. equity index ETF
• PSF Stock Index Portfolio
  U.S. equity index fund
• Invesco Main Street Fund
  actively managed U.S. equity fund
• AST Aggressive Asset Allocation Portfolio
  actively managed U.S. equity fund
• iShares S&P Mid-Cap 400 Growth ETF (IJK)
  U.S. equity index ETF
• Variable Portfolio - Managed Volatility Growth Fund
  actively managed U.S. equity fund
• GLOBAL EQUITY PORTFOLIO (DGEIX)
  actively managed U.S. equity fund
• Variable Portfolio - Managed Volatility Moderate Growth Fund
  actively managed U.S. equity fund
• JNL/Mellon Nasdaq 100 Index Fund
  U.S. equity index fund
• Victory Pioneer Fund (PIODX)
  actively managed U.S. equity fund
• VANGUARD LIFESTRATEGY CONSERVATIVE GROWTH FUND (VSCGX)
  actively managed U.S. equity fund
• JPMorgan Mid Cap Value Fund (JMVSX)
  actively managed U.S. equity fund
• Bridge Builder Small/Mid Cap Growth Fund (BBGSX)
  actively managed U.S. equity fund
• Putnam Focused Large Cap Value ETF
  actively managed U.S. equity ETF
• ProShares S&P 500 Dividend Aristocrats ETF (NOBL)
  U.S. equity index ETF
• Fidelity Stock Selector Fund (FDSSX)
  actively managed U.S. equity fund
• Fidelity Asset Manager 50% (FASMX)
  actively managed U.S. equity fund
• Fidelity Nasdaq Composite Index ETF (ONEQ)
  U.S. equity index ETF
• Global X Artificial Intelligence & Technology ETF (AIQ)
  U.S. equity index ETF
• Capital Group Core Equity ETF (CGUS)
  actively managed U.S. equity ETF
• VANGUARD MEGA CAP INDEX FUND (MGC)
  U.S. equity index ETF
• Invesco Small Cap Value Fund (VSCAX)
  actively managed U.S. equity fund
• Invesco S&P 500 Top 50 ETF (XLG)
  U.S. equity index ETF
• State Street(R) SPDR(R) S&P(R) Biotech ETF (XBI)
  U.S. equity index ETF
• iShares Expanded Tech Sector ETF (IGM)
  U.S. equity index ETF
• Fidelity Multi-Asset Index Fund (FFNOX)
  actively managed U.S. equity fund
• Invesco Diversified Dividend Fund (LCEAX)
  actively managed U.S. equity fund
• VANGUARD REAL ESTATE II INDEX FUND (VRTPX)
  U.S. equity index fund
• T. Rowe Price Small-Cap Value Fund, Inc. (PRSVX)
  actively managed U.S. equity fund
• VANGUARD UTILITIES INDEX FUND (VPU)
  U.S. equity index ETF
• ClearBridge Large Cap Growth Fund (SBLGX)
  actively managed U.S. equity fund
• Empower S&P 500 Index Fund (MXVIX)
  U.S. equity index fund
• Bridge Builder Small/Mid Cap Value Fund (BBVSX)
  actively managed U.S. equity fund
• PIMCO All Asset Fund (PAAIX)
  actively managed U.S. equity fund
• NEOS S&P 500(R) High Income ETF (SPYI)
  actively managed U.S. equity ETF
• Fidelity Large Cap Stock Fund (FLCSX)
  actively managed U.S. equity fund
• JPMorgan Active Growth ETF (JGRO)
  actively managed U.S. equity ETF
• Schwab U.S. REIT ETF (SCHH)
  U.S. equity index ETF
• State Farm Growth Fund (STFGX)
  actively managed U.S. equity fund
• Neuberger Large Cap Value Fund (NPRTX)
  actively managed U.S. equity fund
• T. Rowe Price Integrated U.S. Small-Cap Growth Equity Fund (PRDSX)
  actively managed U.S. equity fund
• Fidelity Value Fund (FDVLX)
  actively managed U.S. equity fund
• MetLife Stock Index Portfolio
  U.S. equity index fund
• ClearBridge Appreciation Fund (SHAPX)
  actively managed U.S. equity fund
• FT Vest Laddered Buffer ETF (BUFR)
  actively managed U.S. equity ETF
• American Funds Conservative Growth and Income Portfolio (INPAX)
  actively managed U.S. equity fund
• Cohen & Steers Real Estate Securities Fund (CSEIX)
  actively managed U.S. equity fund
• VIP Mid Cap Portfolio (XFBRX)
  actively managed U.S. equity fund
• Invesco RAFI US 1000 ETF (PRF)
  U.S. equity index ETF
• Coatue Innovative Strategies Fund
  actively managed U.S. equity closed-end fund
• iShares Global Tech ETF (IXN)
  U.S. equity index ETF
• T. Rowe Price Small-Cap Stock Fund, Inc. (OTCFX)
  actively managed U.S. equity fund
• MFS Massachusetts Investors Growth Stock Fund (MIGFX)
  actively managed U.S. equity fund
• VANGUARD CONSUMER STAPLES INDEX FUND (VDC)
  U.S. equity index ETF
• Fidelity Flex 500 Index Fund (FDFIX)
  U.S. equity index fund
• JNL/American Funds Growth Fund
  actively managed U.S. equity fund
• Fidelity High Dividend ETF (FDVV)
  U.S. equity index ETF
• Invesco S&P 500 Revenue ETF (RWL)
  U.S. equity index ETF
• iShares Biotechnology ETF (IBB)
  U.S. equity index ETF
• ClearBridge Dividend Strategy Fund (SOPAX)
  actively managed U.S. equity fund
• Undiscovered Managers Behavioral Value Fund (UBVLX)
  actively managed U.S. equity fund
• Cohen & Steers Institutional Realty Shares (CSRIX)
  actively managed U.S. equity fund
• VIP Balanced Portfolio (QBA2Q)
  actively managed U.S. equity fund
• Fidelity Fund (FFIDX)
  actively managed U.S. equity fund
• Schwab Fundamental U.S. Small Company ETF (FNDA)
  U.S. equity index ETF
• Multimanager Lifestyle Growth Portfolio (JALGX)
  actively managed U.S. equity fund
• Victory Nasdaq-100 Index Fund (USNQX)
  U.S. equity index fund
• JNL/T. Rowe Price Growth Stock Fund
  actively managed U.S. equity fund
• Fidelity Asset Manager 70% (FASGX)
  actively managed U.S. equity fund
• Nomura Science and Technology Fund (WSTRX)
  actively managed U.S. equity fund
• Eaton Vance Atlanta Capital SMID-Cap Fund (EAASX)
  actively managed U.S. equity fund
• Fidelity Mid-Cap Stock Fund (FMCSX)
  actively managed U.S. equity fund
• StepStone Private Venture and Growth Fund
  actively managed U.S. equity closed-end fund
• THRIVENT MODERATE ALLOCATION PORTFOLIO
  actively managed U.S. equity fund
• iShares S&P Mid-Cap 400 Value ETF (IJJ)
  U.S. equity index ETF
• THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO
  actively managed U.S. equity fund
• SA VCP Dynamic Allocation Portfolio
  actively managed U.S. equity fund
• Janus Henderson Growth and Income Fund (JAGIX)
  actively managed U.S. equity fund
• BlackRock Technology Opportunities Fund (BGSIX)
  actively managed U.S. equity fund
• JPMorgan Value Advantage Fund (JVASX)
  actively managed U.S. equity fund
• PGIM Jennison Growth Fund (PJGRX)
  actively managed U.S. equity fund
• JNL/Mellon Information Technology Sector Fund
  U.S. equity index fund
• Brighthouse Asset Allocation 60 Portfolio
  actively managed U.S. equity fund
• Blue Chip Fund (PBCKX)
  actively managed U.S. equity fund
• iShares Global 100 ETF (IOO)
  U.S. equity index ETF
• PSF PGIM Jennison Blend Portfolio
  actively managed U.S. equity fund
• Fidelity Small Cap Growth Fund (FCPGX)
  actively managed U.S. equity fund
• Invesco Value Opportunities Fund (VVOAX)
  actively managed U.S. equity fund
• ProShares Ultra S&P500 (SSO)
  U.S. equity index ETF
• VANGUARD INDUSTRIALS INDEX FUND (VIS)
  U.S. equity index ETF
• EQ/Common Stock Index Portfolio
  U.S. equity index fund
• U.S. Sustainability Core 1 Portfolio
  actively managed U.S. equity fund
• Global X NASDAQ 100 Covered Call ETF (QYLD)
  U.S. equity index ETF
• Bridge Builder Tax Managed Large Cap Fund (BBTLX)
  U.S. equity index fund
• Oakmark Select Fund (OAKLX)
  actively managed U.S. equity fund
• iShares U.S. Thematic Rotation Active ETF
  actively managed U.S. equity ETF
• VIP FundsManager 60% Portfolio
  actively managed U.S. equity fund
• Neuberger Long Short Fund (NLSAX)
  actively managed U.S. equity fund
• iShares S&P Small-Cap 600 Growth ETF (IJT)
  U.S. equity index ETF
• State Street(R) Materials Select Sector SPDR(R) ETF (XLB)
  U.S. equity index ETF
• T. Rowe Price Communications & Technology Fund (PRMTX)
  actively managed U.S. equity fund
• Cohen & Steers Realty Shares (CSRSX)
  actively managed U.S. equity fund
• Index 500 Stock Portfolio
  U.S. equity index fund
• Equity Income Fund (PQIAX)
  actively managed U.S. equity fund
• Fidelity SAI U.S. Momentum Index Fund (FUMIX)
  U.S. equity index fund
• Brighthouse Asset Allocation 80 Portfolio
  actively managed U.S. equity fund
• EQ/500 Managed Volatility Portfolio
  U.S. equity index fund
• iShares MSCI World ETF (URTH)
  U.S. equity index ETF
• State Street(R) Real Estate Select Sector SPDR(R) ETF (XLRE)
  U.S. equity index ETF
• Fidelity Equity Dividend Income Fund (FEQTX)
  actively managed U.S. equity fund
• Fidelity SAI U.S. Value Index Fund (FSWCX)
  U.S. equity index fund
• First Trust Value Line Dividend Index Fund (FVD)
  U.S. equity index ETF
• iShares S&P Small-Cap 600 Value ETF (IJS)
  U.S. equity index ETF
• Invesco Aerospace & Defense ETF (PPA)
  U.S. equity index ETF
• EMERGING MARKETS PORTFOLIO (DFEMX)
  actively managed U.S. equity fund
• Fidelity Enhanced Large Cap Core ETF (FELC)
  actively managed U.S. equity ETF
• MFS Research Fund (MFRFX)
  actively managed U.S. equity fund
• AQR Long-Short Equity Fund (QLEIX)
  actively managed U.S. equity fund
• JPMORGAN BETABUILDERS U.S. EQUITY ETF (BBUS)
  U.S. equity index ETF
• Invesco Discovery Fund
  actively managed U.S. equity fund
• VictoryShares Free Cash Flow ETF (VFLO)
  U.S. equity index ETF
• AST Large-Cap Growth Portfolio
  actively managed U.S. equity fund
• American Funds Global Growth Portfolio (PGGAX)
  actively managed U.S. equity fund
• Franklin Utilities Fund (FKUTX)
  actively managed U.S. equity fund
• First Trust Capital Strength ETF (FTCS)
  U.S. equity index ETF
• DFA Global Real Estate Securities Portfolio
  actively managed U.S. equity fund
• Fidelity Capital Appreciation Fund (FDCAX)
  actively managed U.S. equity fund
• Lord Abbett Growth Leaders Fund (LGLAX)
  actively managed U.S. equity fund
• Select Software and IT Services Portfolio (FSCSX)
  actively managed U.S. equity fund
• Multimanager Lifestyle Balanced Portfolio (JALBX)
  actively managed U.S. equity fund
• Dimensional US Small Cap Value ETF (DFSV)
  actively managed U.S. equity ETF
• Davis New York Venture Fund (NYVTX)
  actively managed U.S. equity fund
• U.S. MICRO CAP PORTFOLIO (DFSCX)
  actively managed U.S. equity fund
• JPMorgan U.S. Quality Factor ETF (JQUA)
  U.S. equity index ETF
• T. Rowe Price Capital Appreciation Equity ETF (TCAF)
  actively managed U.S. equity ETF
• Fidelity Enhanced Mid Cap Core ETF (FMDE)
  actively managed U.S. equity ETF
• State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF (SPYD)
  U.S. equity index ETF
• Neuberger Genesis Fund (NBGNX)
  actively managed U.S. equity fund
• Gateway Fund (GATEX)
  actively managed U.S. equity fund
• First Trust Morningstar Dividend Leaders Index Fund (FDL)
  U.S. equity index ETF
• AMG Yacktman Fund (YACKX)
  actively managed U.S. equity fund
• TOTAL STOCK MARKET INDEX PORTFOLIO
  U.S. equity index fund
• Schwab Small-Cap Index Fund (SWSSX)
  U.S. equity index fund
• Amplify CWP Enhanced Dividend Income ETF (DIVO)
  actively managed U.S. equity ETF
• VIP Equity-Income Portfolio
  actively managed U.S. equity fund
• Stock Index Fund (VSTIX)
  U.S. equity index fund
• Invesco Equally-Weighted S&P 500 Fund (VADCX)
  U.S. equity index fund
• JPMorgan Global Select Equity ETF (JGLO)
  actively managed U.S. equity ETF
• Nuveen Core Equity Fund (TIGRX)
  actively managed U.S. equity fund
• TAX-MANAGED GROWTH PORTFOLIO
  actively managed U.S. equity fund
• Capital Group Core Balanced ETF (CGBL)
  actively managed U.S. equity ETF
• Fidelity Mega Cap Stock Fund (FGRTX)
  actively managed U.S. equity fund
• Fidelity Asset Manager 85% (FAMRX)
  actively managed U.S. equity fund
• Franklin Mutual Shares Fund (TESIX)
  actively managed U.S. equity fund
• VANGUARD CONSUMER DISCRETIONARY INDEX FUND (VCR)
  U.S. equity index ETF
• Fidelity Advisor Semiconductors Fund (FELAX)
  actively managed U.S. equity fund
• DFA REAL ESTATE SECURITIES PORTFOLIO (DFREX)
  actively managed U.S. equity fund
• JPMorgan U.S. Value Fund (VGIIX)
  actively managed U.S. equity fund
• Fidelity Stock Selector Small Cap Fund (FDSCX)
  actively managed U.S. equity fund
• Invesco S&P 500 Low Volatility ETF (SPLV)
  U.S. equity index ETF
• Massachusetts Investors Trust (MITTX)
  actively managed U.S. equity fund
• Invesco S&P MidCap Momentum ETF (XMMO)
  U.S. equity index ETF
• Equity Index Portfolio
  U.S. equity index fund
• PRIMECAP Odyssey Aggressive Growth Fund (POAGX)
  actively managed U.S. equity fund
• Amana Growth Fund (AMAGX)
  actively managed U.S. equity fund
• MFS Growth Allocation Fund (MAGWX)
  actively managed U.S. equity fund
• Fidelity Growth Discovery Fund (FDSVX)
  actively managed U.S. equity fund
• Real Estate Securities Fund (PRERX)
  actively managed U.S. equity fund
• LORD ABBETT AFFILIATED FUND INC (LAFFX)
  actively managed U.S. equity fund
• Invesco Discovery Mid Cap Growth Fund
  actively managed U.S. equity fund
• JPMorgan Active Value ETF (JAVA)
  actively managed U.S. equity ETF
• VANGUARD S&P 500 VALUE INDEX FUND (VOOV)
  U.S. equity index ETF
• Putnam Sustainable Leaders Fund (PNOPX)
  actively managed U.S. equity fund
• Hood River Small-Cap Growth Fund (HRSMX)
  actively managed U.S. equity fund
• EQUITY INDEX FUND (GEQYX)
  U.S. equity index fund
• THE HARTFORD GROWTH OPPORTUNITIES FUND (HGOAX)
  actively managed U.S. equity fund
• VANGUARD SELECTED VALUE FUND (VASVX)
  actively managed U.S. equity fund
• VANGUARD COMMUNICATION SERVICES INDEX FUND (VOX)
  U.S. equity index ETF
• Nuveen Dividend Growth Fund (NUDG)
  actively managed U.S. equity fund
• American Funds Tax-Aware Conservative Growth and Income Portfolio (TAIAX)
  actively managed U.S. equity fund
• Calvert U.S. Large Cap Core Responsible Index Fund (CSXAX)
  U.S. equity index fund
• MFS Core Equity Fund (MRGAX)
  actively managed U.S. equity fund
• ARK Innovation ETF (ARKK)
  actively managed U.S. equity ETF
• State Street(R) SPDR(R) S&P(R) Aerospace & Defense ETF (XAR)
  U.S. equity index ETF
• NYLIM VP S&P 500 Index Portfolio
  U.S. equity index fund
• Equity Income Fund (TWEIX)
  actively managed U.S. equity fund
• Nuveen Large Cap Responsible Equity Fund (TISCX)
  U.S. equity index fund
• MFS Moderate Allocation Fund (MAMAX)
  actively managed U.S. equity fund
• NVIT S&P 500 Index Fund
  U.S. equity index fund
• Columbia Cornerstone Growth Fund (LEGAX)
  actively managed U.S. equity fund
• Nuveen Large Cap Value Fund (TRLIX)
  actively managed U.S. equity fund
• Akre Focus ETF (AKRE)
  actively managed U.S. equity fund
• Select Fund (TWCIX)
  actively managed U.S. equity fund
• Portfolio Optimization Moderate Portfolio
  actively managed U.S. equity fund
• Nuveen Large Cap Growth Fund (TIRTX)
  actively managed U.S. equity fund
• Federated Hermes MDT Mid Cap Growth Fund (FGSAX)
  actively managed U.S. equity fund
• Victory Pioneer Fundamental Growth Fund (PFGRX)
  actively managed U.S. equity fund
• Fidelity Advisor Capital Development Fund (FDETX)
  actively managed U.S. equity fund
• Invesco Discovery Large Cap Fund
  actively managed U.S. equity fund
• Fidelity Asset Manager 20% (FASIX)
  actively managed U.S. equity fund
• Fundamental Large Cap Core Fund (TAGRX)
  actively managed U.S. equity fund
• Portfolio Optimization Growth Portfolio
  actively managed U.S. equity fund
• Variable Portfolio - Moderately Aggressive Portfolio
  actively managed U.S. equity fund
• JPMorgan Mid Cap Equity Fund (VSNGX)
  actively managed U.S. equity fund
• Transamerica WMC US Growth VP
  actively managed U.S. equity fund
• Nomura Large Cap Growth Fund (WLGRX)
  actively managed U.S. equity fund
• Fidelity Blue Chip Growth ETF (FBCG)
  actively managed U.S. equity ETF
• Goldman Sachs Absolute Return Tracker Fund (GARTX)
  actively managed U.S. equity fund
• LargeCap Growth Fund I (PPUMX)
  actively managed U.S. equity fund
• FULLERTHALER BEHAVIORAL SMALL-CAP GROWTH (FTXNX)
  actively managed U.S. equity fund
• T. Rowe Price Spectrum Income Fund (RPSIX)
  actively managed U.S. equity fund
• WisdomTree U.S. LargeCap Dividend Fund (DLN)
  U.S. equity index ETF
• THE HARTFORD CAPITAL APPRECIATION FUND (ITHAX)
  actively managed U.S. equity fund
• Putnam Core Equity Fund
  actively managed U.S. equity fund
• VANGUARD RUSSELL 3000 INDEX FUND (VTHR)
  U.S. equity index ETF
• ALGER FOCUS EQUITY FUND (ALGRX)
  actively managed U.S. equity fund
• U.S. High Relative Profitability Portfolio (DURPX)
  actively managed U.S. equity fund
• Blue Chip Growth Fund (JHBCDX)
  actively managed U.S. equity fund
• Goldman Sachs Tax-Advantaged Global Equity Portfolio (TIGGX)
  actively managed U.S. equity fund
• Master Small Cap Index Series
  U.S. equity index fund
• MOA EQUITY INDEX FUND
  U.S. equity index fund
• Cascade Private Capital Fund
  actively managed U.S. equity closed-end fund
• Janus Henderson Triton Fund (JATTX)
  actively managed U.S. equity fund
• Direxion Daily S&P 500 Bull 3X Shares (SPXL)
  U.S. equity index ETF
• Fidelity New Millennium Fund (FMILX)
  actively managed U.S. equity fund
• BlackRock Health Sciences Opportunities Portfolio (SHSSX)
  actively managed U.S. equity fund
• VANGUARD S&P SMALL-CAP 600 INDEX FUND (VIOO)
  U.S. equity index ETF
• Dimensional US Large Cap Value ETF (DFLV)
  actively managed U.S. equity ETF
• John Hancock Multifactor Mid Cap ETF (JHMM)
  U.S. equity index ETF
• Janus Henderson Global Life Sciences Fund (JAGLX)
  actively managed U.S. equity fund
• Fidelity Enhanced Small Cap Core ETF (FESM)
  actively managed U.S. equity ETF
• Select Health Care Portfolio (FSPHX)
  actively managed U.S. equity fund
• Fidelity Strategic Dividend and Income Fund (FSDIX)
  actively managed U.S. equity fund
• Free Market U.S. Equity Fund (FMUEX)
  actively managed U.S. equity fund
• Schwab 1000 Index ETF (SCHK)
  U.S. equity index ETF
• Fidelity Asset Manager 60% (FSANX)
  actively managed U.S. equity fund
• Fidelity Enhanced Large Cap Growth ETF (FELG)
  actively managed U.S. equity ETF
• Mid Cap Value Fund (ACMVX)
  actively managed U.S. equity fund
• THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND (TMAAX)
  actively managed U.S. equity fund
• Baron Focused Growth Fund (BFGFX)
  actively managed U.S. equity fund
• Multi-Manager Value Strategies Fund (CZMVX)
  actively managed U.S. equity fund
• BlackRock Mid-Cap Growth Equity Portfolio (CMGIX)
  actively managed U.S. equity fund
• VANGUARD S&P MID-CAP 400 INDEX FUND (IVOO)
  U.S. equity index ETF
• Columbia Global Technology Growth Fund (CTCAX)
  actively managed U.S. equity fund
• JPMorgan Hedged Equity 2 Fund (JHDRX)
  actively managed U.S. equity fund
• Mairs & Power Fund (MPGFX)
  actively managed U.S. equity fund
• ProShares UltraPro S&P500 (UPRO)
  U.S. equity index ETF
• Nomura Small Cap Core Fund (DCCAX)
  actively managed U.S. equity fund
• Fidelity U.S. Sustainability Index Fund (FITLX)
  U.S. equity index fund
• Janus Henderson Contrarian Fund (JSVAX)
  actively managed U.S. equity fund
• PRIMECAP Odyssey Growth Fund (POGRX)
  actively managed U.S. equity fund
• MetLife Multi-Index Targeted Risk Portfolio
  actively managed U.S. equity fund
• Columbia Research Enhanced Core ETF (RECS)
  U.S. equity index ETF
• Fidelity Series All-Sector Equity Fund (FSAEX)
  actively managed U.S. equity fund
• JNL/Goldman Sachs 4 Fund
  actively managed U.S. equity fund
• Heritage Fund (TWHIX)
  actively managed U.S. equity fund
• LVIP Global Growth Allocation Managed Risk Fund
  actively managed U.S. equity fund
• U.S. VECTOR EQUITY PORTFOLIO (DFVEX)
  actively managed U.S. equity fund
• Parnassus Value Equity Fund (PARWX)
  actively managed U.S. equity fund
• Invesco KBW Bank ETF (KBWB)
  U.S. equity index ETF
• U.S. Sector Rotation Fund
  actively managed U.S. equity fund
• VIP Growth Opportunities Portfolio
  actively managed U.S. equity fund
• Lifestyle Growth Portfolio (JHGPX)
  actively managed U.S. equity fund
• Select Biotechnology Portfolio (FBIOX)
  actively managed U.S. equity fund
• BNY Mellon US Large Cap Core Equity ETF (BKLC)
  U.S. equity index ETF
• BlackRock Advantage Small Cap Core Fund (BDSIX)
  actively managed U.S. equity fund
• Managed Volatility Growth Portfolio (JAIZX)
  actively managed U.S. equity fund
• Carillon Eagle Mid Cap Growth Fund (HAGAX)
  actively managed U.S. equity fund
• State Street(R) SPDR(R) S & P 600(TM) Small Cap Growth ETF (SLYG)
  U.S. equity index ETF
• Federated Hermes MDT Large Cap Growth Fund (QALGX)
  actively managed U.S. equity fund
• Invesco S&P MidCap Quality ETF (XMHQ)
  U.S. equity index ETF
• JPMorgan Large Cap Value Fund (HLQVX)
  actively managed U.S. equity fund
• AST Multi-Asset Diversified Portfolio
  actively managed U.S. equity fund
• iShares Large Cap Core Active ETF
  actively managed U.S. equity ETF
• Strategic Advisers Fidelity Alternatives Fund (FSAOX)
  actively managed U.S. equity fund
• Principal Capital Appreciation Fund (CMNWX)
  actively managed U.S. equity fund
• iShares ESG MSCI KLD 400 ETF (DSI)
  U.S. equity index ETF
• Goldman Sachs Nasdaq-100 Premium Income ETF (GPIQ)
  actively managed U.S. equity ETF
• Fidelity Small Cap Value Fund (FCPVX)
  actively managed U.S. equity fund
• BlackRock Tactical Opportunities Fund (PBAIX)
  actively managed U.S. equity fund
• Goldman Sachs Tactical Tilt Overlay Fund (TTIFX)
  actively managed U.S. equity fund
• JPMorgan Equity Premium Income Fund (JEPAX)
  actively managed U.S. equity fund
• Small Cap Growth Fund (ANONX)
  actively managed U.S. equity fund
• Columbia Disciplined Core Fund (AQEAX)
  actively managed U.S. equity fund
• Fidelity Series Small Cap Opportunities Fund (FSOPX)
  actively managed U.S. equity fund
• Direxion Daily TSLA Bull 2X Shares (TSLL)
  U.S. equity index ETF
• Carlyle AlpInvest Private Markets Fund
  actively managed U.S. equity closed-end fund
• T. Rowe Price Institutional Small-Cap Stock Fund (TRSSX)
  actively managed U.S. equity fund
• Fidelity Trend Fund (FTRNX)
  actively managed U.S. equity fund
• VIP Stock Selector Portfolio
  actively managed U.S. equity fund
• First Trust NASDAQ-100-Technology Sector Index Fund (QTEC)
  U.S. equity index ETF
• First Trust Dow Jones Internet Index Fund (FDN)
  U.S. equity index ETF
• Eaton Vance Global Macro Absolute Return Advantage Fund (EGRAX)
  actively managed U.S. equity fund
• Lord Abbett Dividend Growth Fund (LAMAX)
  actively managed U.S. equity fund
• Fidelity Focused Stock Fund (FTQGX)
  actively managed U.S. equity fund
• T. Rowe Price Diversified Mid-Cap Growth Fund, Inc. (PRDMX)
  actively managed U.S. equity fund
• JNL/Mellon U.S. Stock Market Index Fund
  U.S. equity index fund
• THE HARTFORD EQUITY INCOME FUND (HQIAX)
  actively managed U.S. equity fund
• DWS Core Equity Fund (SUWAX)
  actively managed U.S. equity fund
• VIP Technology Portfolio
  actively managed U.S. equity fund
• Goldman Sachs Global Managed Beta Fund (GGMBX)
  actively managed U.S. equity fund
• SAM Balanced Portfolio (SABPX)
  actively managed U.S. equity fund
• State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF (SLYV)
  U.S. equity index ETF
• Franklin Equity Income Fund (FISEX)
  actively managed U.S. equity fund
• Catholic Responsible Investments Equity Index Fund (CRQSX)
  U.S. equity index fund
• iShares Global REIT ETF (REET)
  U.S. equity index ETF
• BlackRock Event Driven Equity Fund
  actively managed U.S. equity fund
• Goldman Sachs U.S. Tax-Managed Equity Fund (GCTIX)
  actively managed U.S. equity fund
• Invesco S&P 500 Index Fund (SPIAX)
  U.S. equity index fund
• PSF PGIM Jennison Growth Portfolio
  actively managed U.S. equity fund
• Schwab U.S. Large-Cap Growth Index Fund (SWLGX)
  U.S. equity index fund
• Invesco Russell 1000 Dynamic Multifactor ETF (OMFL)
  U.S. equity index ETF
• State Street(R) SPDR(R) S&P(R) Regional Banking ETF (KRE)
  U.S. equity index ETF
• Direxion Daily Technology Bull 3X Shares (TECL)
  U.S. equity index ETF
• Goldman Sachs S&P 500 Premium Income ETF (GPIX)
  actively managed U.S. equity ETF
• Janus Henderson Global Research Fund (JAWWX)
  actively managed U.S. equity fund
• STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND (SSHQX)
  U.S. equity index fund
• Victory Sycamore Small Company Opportunity Fund (SSGSX)
  actively managed U.S. equity fund
• Invesco S&P 500 Equal Weight Technology ETF (RSPT)
  U.S. equity index ETF
• iShares U.S. Real Estate ETF (IYR)
  U.S. equity index ETF
• Federated Hermes Kaufmann Fund (KAUAX)
  actively managed U.S. equity fund
• Venerable Large Cap Index Fund (VVLIX)
  U.S. equity index fund
• JPMorgan U.S. Tech Leaders ETF (JTEK)
  actively managed U.S. equity ETF
• iShares U.S. Infrastructure ETF (IFRA)
  U.S. equity index ETF
• SA VCP Dynamic Strategy Portfolio
  actively managed U.S. equity fund
• ELFUN TRUSTS (ELFNX)
  actively managed U.S. equity fund
• Pershing Square USA, Ltd. (PSUS)
  U.S. equity fund
• SIIT S&P 500 INDEX FUND (SPINX)
  U.S. equity index fund
• Allspring Core Bond Fund (MBFAX)
  actively managed U.S. equity fund
• SIMT Tax-Managed Large Cap Fund (TMLCX)
  actively managed U.S. equity fund
• JNL/American Funds Growth Allocation Fund
  actively managed U.S. equity fund
• iShares Total U.S. Stock Market Index Fund
  U.S. equity index fund
• VANGUARD MATERIALS INDEX FUND (VAW)
  U.S. equity index ETF
• Multi-Manager Large Cap Growth Strategies Fund (CLCEX)
  actively managed U.S. equity fund
• GMO U.S. Quality ETF (QLTY)
  actively managed U.S. equity ETF
• Touchstone Funds Group Trust-Touchstone Mid Cap Fund (TMCPX)
  actively managed U.S. equity fund
• U.S. LARGE CAP VALUE PORTFOLIO III (DFUVX)
  actively managed U.S. equity fund
• T. Rowe Price Spectrum Diversified Equity Fund (PRSGX)
  actively managed U.S. equity fund
• 1290 VT GAMCO Small Company Value Portfolio
  actively managed U.S. equity fund
• Franklin Growth Opportunities Fund (FGRAX)
  actively managed U.S. equity fund
• State Street Global All Cap Equity ex-U.S. Index Fund (SSGHX)
  U.S. equity index fund
• EQ/Large Cap Growth Managed Volatility Portfolio
  U.S. equity index fund
• Invesco SteelPath MLP Income Fund (MLPRX)
  actively managed U.S. equity fund
• Transamerica JPMorgan Asset Allocation - Moderate VP
  actively managed U.S. equity fund
• JNL/BlackRock Large Cap Select Growth Fund
  actively managed U.S. equity fund
• Free Market International Equity Fund (FMNEX)
  actively managed U.S. equity fund
• PRIMECAP Odyssey Stock Fund (POSKX)
  actively managed U.S. equity fund
• Voya VACS Index Series S Portfolio (VVIPX)
  U.S. equity index fund
• JNL/Newton Equity Income Fund
  actively managed U.S. equity fund
• First Trust NASDAQ Technology Dividend Index Fund (TDIV)
  U.S. equity index ETF
• Variable Portfolio - U.S. Flexible Growth Fund
  actively managed U.S. equity fund
• State Street(R) SPDR(R) S&P(R) Metals & Mining ETF (XME)
  U.S. equity index ETF
• JNL/T. Rowe Price Value Fund
  actively managed U.S. equity fund
• Fundstrat Granny Shots US Large Cap ETF (GRNY)
  actively managed U.S. equity fund
• JNL/T. Rowe Price Mid-Cap Growth Fund
  actively managed U.S. equity fund
• THRIVENT MODERATE ALLOCATION FUND (THMAX)
  actively managed U.S. equity fund
• THRIVENT LARGE CAP GROWTH FUND (AAAGX)
  actively managed U.S. equity fund
• U.S. Large Cap Growth Portfolio
  actively managed U.S. equity fund
• Invesco Growth and Income Fund (ACGIX)
  actively managed U.S. equity fund
• JNL/American Funds Washington Mutual Investors Fund
  actively managed U.S. equity fund
• Fidelity Growth Strategies Fund (FDEGX)
  actively managed U.S. equity fund
• T. Rowe Price Spectrum Moderate Growth Allocation Fund (TRSGX)
  actively managed U.S. equity fund
• ALGER SPECTRA FUND (SPECX)
  actively managed U.S. equity fund
• Brown Advisory Sustainable Growth Fund (BAFWX)
  actively managed U.S. equity fund
• Fidelity Small Cap Growth K6 Fund (FOCSX)
  actively managed U.S. equity fund
• Fidelity Advisor Diversified Stock Fund (FDTOX)
  actively managed U.S. equity fund
• Carillon Scout Mid Cap Fund (CSMEX)
  actively managed U.S. equity fund
• Fidelity SAI Small-Mid Cap Momentum Index Fund (FZFLX)
  U.S. equity index fund
• Eagle Capital Select Equity ETF (EAGL)
  actively managed U.S. equity ETF
• LVIP Global Moderate Allocation Managed Risk Fund
  actively managed U.S. equity fund
• Putnam Dynamic Asset Allocation Growth Fund (PAEAX)
  actively managed U.S. equity fund
• ClearBridge Growth Fund (SHRAX)
  actively managed U.S. equity fund
• Neuberger Quality Equity Fund (NBSRX)
  actively managed U.S. equity fund
• Columbia Seligman Global Technology Fund (SHGTX)
  actively managed U.S. equity fund
• ClearBridge Value Fund (LGVAX)
  actively managed U.S. equity fund
• State Street U.S. Core Equity Fund (SSAQX)
  actively managed U.S. equity fund
• Fidelity Leveraged Company Stock Fund (FLVCX)
  actively managed U.S. equity fund
• iShares Russell 2000 Small-Cap Index Fund
  U.S. equity index fund
• Franklin Small Cap Value Fund (FRVLX)
  actively managed U.S. equity fund
• T. Rowe Price Hedged Equity Fund (PHEFX)
  actively managed U.S. equity fund
• First Trust North American Energy Infrastructure Fund (EMLP)
  actively managed U.S. equity ETF
• T. Rowe Price U.S. Equity Research ETF (TSPA)
  actively managed U.S. equity ETF
• VIP FundsManager 50% Portfolio
  actively managed U.S. equity fund
• Reaves Utility Income Fund (UTG)
  actively managed U.S. equity closed-end fund
• BlackRock Capital Appreciation Fund, Inc.
  actively managed U.S. equity fund
• VANGUARD LIFESTRATEGY INCOME FUND (VASIX)
  actively managed U.S. equity fund
• BARON ASSET FUND (BARAX)
  actively managed U.S. equity fund
• JPMorgan Hedged Equity Laddered Overlay ETF (HELO)
  actively managed U.S. equity ETF
• American Funds Balanced Allocation Portfolio
  actively managed U.S. equity fund
• Morgan Stanley Pathway Large Cap Equity ETF (MSLC)
  actively managed U.S. equity ETF
• AST Large-Cap Value Portfolio
  actively managed U.S. equity fund
• Eaton Vance Floating-Rate Advantage Fund (EVFAX)
  actively managed U.S. equity fund
• WisdomTree U.S. Midcap Dividend Fund (DON)
  U.S. equity index ETF
• Nuveen Small Cap Blend Index Fund (TISBX)
  U.S. equity index fund
• JNL/American Funds Balanced Fund
  actively managed U.S. equity fund
• First Trust Dorsey Wright Focus 5 ETF (FV)
  U.S. equity index ETF
• Fidelity Mid Cap Growth Index Fund (FMDGX)
  U.S. equity index fund
• DNP Select Income Fund Inc (DNP)
  actively managed U.S. equity closed-end fund
• Select Utilities Portfolio (FSUTX)
  actively managed U.S. equity fund
• BlackRock Advantage Large Cap Core Fund
  actively managed U.S. equity fund
• Nuveen Quant Small Cap Equity Fund (TISEX)
  actively managed U.S. equity fund
• Goldman Sachs U.S. Equity Dividend and Premium Fund (GSPKX)
  actively managed U.S. equity fund
• JNL/JPMorgan Managed Growth Fund
  actively managed U.S. equity fund
• Smead Value Fund (SMVLX)
  actively managed U.S. equity fund
• Nicholas Fund, Inc. (NICSX)
  actively managed U.S. equity fund
• EMERGING MARKETS SMALL CAP PORTFOLIO (DEMSX)
  actively managed U.S. equity fund
• Science & Technology Fund (VCSTX)
  actively managed U.S. equity fund
• Select Defense and Aerospace Portfolio (FSDAX)
  actively managed U.S. equity fund
• Managed Volatility Balanced Portfolio (JAIYX)
  actively managed U.S. equity fund
• iShares Global Healthcare ETF (IXJ)
  U.S. equity index ETF
• American Beacon Small Cap Value Fund (AVFIX)
  actively managed U.S. equity fund
• iShares ESG Optimized MSCI USA ETF (SUSA)
  U.S. equity index ETF
• Nomura Core Equity Fund (WCEAX)
  actively managed U.S. equity fund
• Invesco Preferred ETF (PGX)
  U.S. equity index ETF
• EQ/2000 Managed Volatility Portfolio
  U.S. equity index fund
• Columbia Variable Portfolio - Disciplined Core Fund
  actively managed U.S. equity fund
• Fidelity Value Discovery Fund (FVDFX)
  actively managed U.S. equity fund
• Eaton Vance Global Macro Absolute Return Fund (EAGMX)
  actively managed U.S. equity fund
• SIIT U.S. Equity Factor Allocation Fund (SEHAX)
  actively managed U.S. equity fund
• PIMCO RAE US Small Fund (PMJIX)
  actively managed U.S. equity fund
• Invesco Dividend Income Fund (IAUTX)
  actively managed U.S. equity fund
• iShares Core U.S. REIT ETF (USRT)
  U.S. equity index ETF
• Tortoise Energy Infrastructure Total Return Fund (TORTX)
  actively managed U.S. equity fund
• THRIVENT LARGE CAP VALUE PORTFOLIO
  actively managed U.S. equity fund
• HARTFORD CAPITAL APPRECIATION HLS FUND (HIACX)
  actively managed U.S. equity fund
• EQ/Large Cap Value Managed Volatility Portfolio
  U.S. equity index fund
• Eaton Vance Emerging and Frontier Countries Equity Fund (EACOX)
  actively managed U.S. equity fund
• Voya Large Cap Growth Portfolio (IEOPX)
  actively managed U.S. equity fund
• JNL Mid Cap Index Fund
  U.S. equity index fund
• GLOBAL ALLOCATION 60/40 PORTFOLIO (DGSIX)
  actively managed U.S. equity fund
• JPMorgan U.S. Large Cap Core Plus Fund (JLPSX)
  actively managed U.S. equity fund
• AST J.P. Morgan Conservative Multi-Asset Portfolio
  actively managed U.S. equity fund
• Potomac Defensive Bull Fund (CRDBX)
  actively managed U.S. equity fund
• Invesco Charter Fund (CHTRX)
  actively managed U.S. equity fund
• Columbia Small Cap Growth Fund (CGOAX)
  actively managed U.S. equity fund
• Select Energy Portfolio (FSENX)
  actively managed U.S. equity fund
• Schwab S&P 500 Index Portfolio (SWP1Z)
  U.S. equity index fund
• JNL/Mellon S&P 400 MidCap Index Fund
  U.S. equity index fund
• iShares U.S. Small-Cap Equity Factor ETF (SMLF)
  U.S. equity index ETF
• iShares Russell 2500 ETF (SMMD)
  U.S. equity index ETF
• Janus Henderson Venture Fund (JAVTX)
  actively managed U.S. equity fund
• Destinations Large Cap Equity Fund (DLCFX)
  actively managed U.S. equity fund
• iShares International Country Rotation Active ETF
  actively managed U.S. equity ETF
• MFS Conservative Allocation Fund (MACFX)
  actively managed U.S. equity fund
• GROWTH PORTFOLIO (MSEQX)
  actively managed U.S. equity fund
• JNL/JPMorgan MidCap Growth Fund
  actively managed U.S. equity fund
• Bridge Builder Tax Managed Small/Mid Cap Fund (BBTSX)
  actively managed U.S. equity fund
• iShares Russell Top 200 Value ETF (IWX)
  U.S. equity index ETF
• Global X MLP and Energy Infrastructure ETF (MLPX)
  U.S. equity index ETF
• THE HARTFORD MIDCAP FUND (HFMCX)
  actively managed U.S. equity fund
• Franklin Small-Mid Cap Growth Fund (FRSGX)
  actively managed U.S. equity fund
• THRIVENT LARGE CAP VALUE FUND (AAUTX)
  actively managed U.S. equity fund
• MID-CAP INDEX PORTFOLIO
  U.S. equity index fund
• Old Westbury All Cap Core Fund (OWACX)
  actively managed U.S. equity fund
• Multimanager Lifestyle Aggressive Portfolio (JALAX)
  actively managed U.S. equity fund
• JNL/JPMorgan Managed Moderate Growth Fund
  actively managed U.S. equity fund
• Dimensional Global Real Estate ETF (DFGR)
  actively managed U.S. equity ETF
• DFA INTERNATIONAL VALUE PORTFOLIO III (DFVIX)
  actively managed U.S. equity fund
• Invesco Summit Fund (ASMMX)
  actively managed U.S. equity fund
• Touchstone Strategic Trust-Touchstone Large Cap Focused Fund (SENCX)
  actively managed U.S. equity fund
• Principal U.S. Mega-Cap ETF (USMC)
  actively managed U.S. equity ETF
• iShares Morningstar Mid-Cap Growth ETF (IMCG)
  U.S. equity index ETF
• PGIM Jennison Small Company Fund (PGOAX)
  actively managed U.S. equity fund
• CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ)
  actively managed U.S. equity closed-end fund
• Nomura Small Cap Value Fund (DEVLX)
  actively managed U.S. equity fund
• Nuveen Dividend Value Fund (FFEIX)
  actively managed U.S. equity fund
• State Street(R) SPDR(R) S&P(R) Semiconductor ETF (XSD)
  U.S. equity index ETF
• SAM Conservative Growth Portfolio (SAGPX)
  actively managed U.S. equity fund
• HARTFORD DIVIDEND AND GROWTH HLS FUND (HIADX)
  actively managed U.S. equity fund
• Federated Hermes MDT All Cap Core Fund (QAACX)
  actively managed U.S. equity fund
• Columbia Intrinsic Value Fund (INDZX)
  actively managed U.S. equity fund
• THRIVENT AGGRESSIVE ALLOCATION FUND (TAAAX)
  actively managed U.S. equity fund
• Pacer US Small Cap Cash Cows 100 ETF (CALF)
  U.S. equity index ETF
• Eventide Gilead Fund (ETGLX)
  actively managed U.S. equity fund
• JNL/BlackRock Global Allocation Fund
  actively managed U.S. equity fund
• Invesco Rising Dividends Fund
  actively managed U.S. equity fund
• iShares U.S. Financials ETF (IYF)
  U.S. equity index ETF
• Putnam Small Cap Growth Fund (PNSAX)
  actively managed U.S. equity fund
• U.S. Growth Fund (JSGAX)
  actively managed U.S. equity fund
• Transamerica Goldman Sachs Managed Risk - Balanced ETF VP
  actively managed U.S. equity fund
• State Street Aggregate Bond Index Fund (SSFCX)
  U.S. equity index fund
• FT Vest S&P 500 Dividend Aristocrats Target Income ETF (KNG)
  U.S. equity index ETF
• Calamos Growth & Income Fund (CVTRX)
  actively managed U.S. equity fund
• SA Large Cap Index Portfolio
  U.S. equity index fund
• T. Rowe Price Total Equity Market Index Fund (POMIX)
  U.S. equity index fund
• Calvert Equity Fund (CSIEX)
  actively managed U.S. equity fund
• Free Market Fixed Income Fund (FMFIX)
  U.S. equity index fund
• LVIP American Growth Fund
  actively managed U.S. equity fund
• Fidelity OTC K6 Portfolio (FOKFX)
  actively managed U.S. equity fund
• PGIM Jennison Utility Fund (PRUAX)
  actively managed U.S. equity fund
• BlackRock S&P 500 Index V.I. Fund
  U.S. equity index fund
• Columbia Variable Portfolio - Cornerstone Equity Fund
  actively managed U.S. equity fund
• JNL Moderate Growth Allocation Fund
  actively managed U.S. equity fund
• ALGER CAPITAL APPRECIATION INSTITUTIONAL FUND (ALARX)
  actively managed U.S. equity fund
• Adams Diversified Equity Fund, Inc. (ADX)
  U.S. equity fund
• Fidelity Real Estate Investment Portfolio (FRESX)
  actively managed U.S. equity fund
• iShares U.S. Aggregate Bond Index Fund (WFBIX)
  U.S. equity index fund
• iShares U.S. Equity Factor ETF (LRGF)
  U.S. equity index ETF
• Xtrackers MSCI USA Climate Action Equity ETF (USCA)
  U.S. equity index ETF
• THRIVENT LARGE CAP GROWTH PORTFOLIO
  actively managed U.S. equity fund
• Invesco S&P 500 High Dividend Low Volatility ETF (SPHD)
  U.S. equity index ETF
• BNY Mellon Stock Index Fund, Inc.
  U.S. equity index fund
• ClearBridge Select Fund (LCLAX)
  actively managed U.S. equity fund
• Pacer Trendpilot US Large Cap ETF (PTLC)
  U.S. equity index ETF
• AQR Managed Futures Strategy Fund (AQMIX)
  actively managed U.S. equity fund
• Fidelity Enhanced Large Cap Value ETF (FELV)
  actively managed U.S. equity ETF
• Artisan Mid Cap Fund (APHMX)
  actively managed U.S. equity fund
• The Institutional U.S. Equity Portfolio (HCIGX)
  actively managed U.S. equity fund
• Putnam Dynamic Asset Allocation Balanced Fund (PABAX)
  actively managed U.S. equity fund
• Fidelity Real Estate Index Fund (FSRNX)
  U.S. equity index fund
• Goldman Sachs MarketBeta U.S. Equity ETF (GSUS)
  U.S. equity index ETF
• Eaton Vance Tax-Managed Growth Fund 1.1 (ETTGX)
  actively managed U.S. equity fund
• AB Small Cap Growth Portfolio (QUASX)
  actively managed U.S. equity fund
• VANGUARD STRATEGIC SMALL-CAP EQUITY FUND (VSTCX)
  actively managed U.S. equity fund
• Large Cap Equity Fund (AFDIX)
  actively managed U.S. equity fund
• Allspring Growth Fund (WGFCX)
  actively managed U.S. equity fund
• JPMorgan Hedged Equity 3 Fund (JHTRX)
  actively managed U.S. equity fund
• PRIMECAP PORTFOLIO
  actively managed U.S. equity fund
• Global X S&P 500 Covered Call ETF (XYLD)
  U.S. equity index ETF
• Transamerica JPMorgan Asset Allocation - Moderate Growth VP
  actively managed U.S. equity fund
• STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO (SSMHX)
  U.S. equity index fund
• Franklin Templeton Moderately Aggressive Model Portfolio (QLMADX)
  actively managed U.S. equity fund
• Columbia Large Cap Index Fund (NEIAX)
  U.S. equity index fund
• JNL/Mellon International Index Fund
  U.S. equity index fund
• MFS Aggressive Growth Allocation Fund (MAAGX)
  actively managed U.S. equity fund
• Eaton Vance Floating-Rate Fund (EABLX)
  actively managed U.S. equity fund
• FT Vest Rising Dividend Achievers Target Income ETF (RDVI)
  U.S. equity index ETF
• EQ/JPMorgan Growth Stock Portfolio
  actively managed U.S. equity fund
• Column Mid Cap Select Fund (CFMSX)
  actively managed U.S. equity fund
• Victory Cornerstone Moderately Aggressive Fund (USCRX)
  actively managed U.S. equity fund
• Small Cap Value Fund (ASVIX)
  actively managed U.S. equity fund
• Columbia Select Mid Cap Value Fund (CMUAX)
  actively managed U.S. equity fund
• HARTFORD DISCIPLINED EQUITY HLS FUND (HIAGX)
  actively managed U.S. equity fund
• iShares U.S. Medical Devices ETF (IHI)
  U.S. equity index ETF
• Columbia Select Large Cap Value Fund (SLVAX)
  actively managed U.S. equity fund
• THRIVENT MID CAP STOCK FUND (AASCX)
  actively managed U.S. equity fund
• American Beacon Large Cap Value Fund (AADEX)
  actively managed U.S. equity fund
• iShares Climate Conscious & Transition MSCI USA ETF (USCL)
  U.S. equity index ETF
• Nomura Mid Cap Growth Fund (WMGRX)
  actively managed U.S. equity fund
• U.S. Strategic Equity Fund (RSEAX)
  actively managed U.S. equity fund
• Fidelity Series Intrinsic Opportunities Fund (FDMLX)
  actively managed U.S. equity fund
• Wasatch Core Growth Fund (WGROX)
  actively managed U.S. equity fund
• VOYA U.S. STOCK INDEX PORTFOLIO (INGIX)
  U.S. equity index fund
• Select Medical Technology and Devices Portfolio (FSMEX)
  actively managed U.S. equity fund
• EQ/Mid Cap Index Portfolio
  U.S. equity index fund
• The Jensen Quality Growth Fund Inc (JENSX)
  actively managed U.S. equity fund
• Brighthouse Asset Allocation 40 Portfolio
  actively managed U.S. equity fund
• VIP FundsManager 70% Portfolio
  actively managed U.S. equity fund
• Allspring Special Small Cap Value Fund (ESPAX)
  actively managed U.S. equity fund
• Dimensional US Core Equity 1 ETF (DCOR)
  actively managed U.S. equity ETF
• American Funds Aggressive Allocation Portfolio
  actively managed U.S. equity fund
• WisdomTree U.S. Value Fund (WTV)
  actively managed U.S. equity ETF
• AST Preservation Asset Allocation Portfolio
  actively managed U.S. equity fund
• MFS Blended Research Mid Cap Equity Fund (BMSFX)
  actively managed U.S. equity fund
• Focused Large Cap Value Fund (ALVIX)
  actively managed U.S. equity fund
• VANGUARD DIVERSIFIED EQUITY FUND (VDEQX)
  actively managed U.S. equity fund
• State Street(R) SPDR(R) S & P 400(TM) Mid Cap Growth ETF (MDYG)
  U.S. equity index ETF
• iShares Morningstar Growth ETF (ILCG)
  U.S. equity index ETF
• THRIVENT SMALL CAP STOCK FUND (AASMX)
  actively managed U.S. equity fund
• State Street(R) SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF (XOP)
  U.S. equity index ETF
• AB DISCOVERY GROWTH FUND, INC. (CHCLX)
  actively managed U.S. equity fund
• Loomis Sayles Growth Portfolio
  actively managed U.S. equity fund
• Ariel Fund (ARGFX)
  actively managed U.S. equity fund
• JNL Small Cap Index Fund
  U.S. equity index fund
• JPMorgan Small & Mid Cap Enhanced Equity ETF (JMEE)
  U.S. equity index ETF
• Fidelity Advisor Health Care Fund (FACDX)
  actively managed U.S. equity fund
• DIAMOND HILL LARGE CAP FUND (DHLAX)
  actively managed U.S. equity fund
• Invesco RAFI US 1500 Small-Mid ETF (PRFZ)
  U.S. equity index ETF
• JPMorgan Small Cap Equity Fund (VSEIX)
  actively managed U.S. equity fund
• Federated Hermes Kaufmann Small Cap Fund (FKASX)
  actively managed U.S. equity fund
• Jennison Growth Portfolio
  actively managed U.S. equity fund
• AQR Equity Market Neutral Fund (QMNIX)
  actively managed U.S. equity fund
• Transamerica US Growth (TADAX)
  actively managed U.S. equity fund
• Gabelli Dividend & Income Trust (GDV)
  actively managed U.S. equity closed-end fund
• iShares Dow Jones U.S. ETF (IYY)
  U.S. equity index ETF
• Fidelity MSCI Health Care Index ETF (FHLC)
  U.S. equity index ETF
• VIP Growth and Income Portfolio (QGI2Q)
  actively managed U.S. equity fund
• EQ/Large Cap Growth Index Portfolio
  U.S. equity index fund
• BARON SMALL CAP FUND (BSCFX)
  actively managed U.S. equity fund
• State Street(R) SPDR(R) S&P Kensho New Economies Composite ETF (KOMP)
  U.S. equity index ETF
• Select Communication Services Portfolio (FBMPX)
  actively managed U.S. equity fund
• Nuveen Growth Opportunities ETF (NUGO)
  actively managed U.S. equity ETF
• Oberweis Small-Cap Opportunities Fund (OBSOX)
  actively managed U.S. equity fund
• Fidelity Asset Manager 40% (FFNCX)
  actively managed U.S. equity fund
• VANGUARD MID-CAP GROWTH FUND (VMGRX)
  actively managed U.S. equity fund
• BlackRock Global Tactical Strategies Portfolio
  actively managed U.S. equity fund
• Nuveen S&P 500 Dynamic Overwrite Fund (SPXX)
  actively managed U.S. equity closed-end fund
• MFS Utilities Fund (MMUFX)
  actively managed U.S. equity fund
• First Trust NYSE Arca Biotechnology Index Fund (FBT)
  U.S. equity index ETF
• Diversified Equity Alpha Master Portfolio
  actively managed U.S. equity fund
• JNL/Mellon Small Cap Index Fund
  U.S. equity index fund
• State Farm Balanced Fund (STFBX)
  U.S. equity index fund
• iShares U.S. Healthcare ETF (IYH)
  U.S. equity index ETF
• Columbia Variable Portfolio - Cornerstone Growth Fund
  actively managed U.S. equity fund
• Capital Group U.S. Small and Mid Cap ETF (CGMM)
  actively managed U.S. equity ETF
• JNL Growth Allocation Fund
  actively managed U.S. equity fund
• Avantis U.S. Small Cap Equity ETF (AVSC)
  actively managed U.S. equity ETF
• TOTAL INTERNATIONAL STOCK MARKET INDEX PORTFOLIO
  U.S. equity index fund
• Venerable US Large Cap Strategic Equity Fund (VVSIX)
  actively managed U.S. equity fund
• Columbia Acorn Fund (LACAX)
  actively managed U.S. equity fund
• Brighthouse/Wellington Core Equity Opportunities Portfolio
  actively managed U.S. equity fund
• VOYA GROWTH AND INCOME PORTFOLIO (IAVGX)
  actively managed U.S. equity fund
• Empower Moderate Profile Fund (MXMPX)
  actively managed U.S. equity fund
• Invesco S&P SmallCap Momentum ETF (XSMO)
  U.S. equity index ETF
• First Trust Nasdaq Semiconductor ETF (FTXL)
  U.S. equity index ETF
• Xtrackers S&P 500 Scored & Screened ETF (SNPE)
  U.S. equity index ETF
• AQR Multi-Asset Fund (AQRNX)
  actively managed U.S. equity fund
• iShares Dynamic Equity Active ETF
  actively managed U.S. equity fund
• State Street(R) SPDR(R) S&P(R) 500 Fossil Fuel Reserves Free ETF (SPYX)
  U.S. equity index ETF
• Putnam VT Large Cap Value Fund
  actively managed U.S. equity fund
• Sp Funds S&P 500 Sharia Industry Exclusions ETF (SPUS)
  U.S. equity index ETF
• First Trust Cloud Computing ETF (SKYY)
  U.S. equity index ETF
• Fidelity SAI Real Estate Fund (FSRJX)
  actively managed U.S. equity fund
• Strategic Advisers Alternatives Fund (FSLTX)
  actively managed U.S. equity fund
• Direxion Daily 20+ Year Treasury Bull 3X Shares (TMF)
  U.S. equity index ETF
• BlackRock 80/20 Target Allocation Fund
  actively managed U.S. equity fund
• ATM Large Cap Managed Volatility Portfolio
  U.S. equity index fund
• T. Rowe Price Small-Mid Cap ETF (TMSL)
  actively managed U.S. equity ETF
• BNY Mellon S&P 500 Index Fund (PEOPX)
  U.S. equity index fund
• Transamerica JPMorgan Enhanced Index VP
  U.S. equity index fund
• Variable Portfolio - Aggressive Portfolio
  actively managed U.S. equity fund
• Victory Income Stock Fund (USISX)
  actively managed U.S. equity fund
• JNL/Mellon Healthcare Sector Fund
  U.S. equity index fund
• State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF (MDYV)
  U.S. equity index ETF
• ALGER CAPITAL APPRECIATION FUND (ACAAX)
  actively managed U.S. equity fund
• Neuberger Large Cap Growth Fund (NGUAX)
  actively managed U.S. equity fund
• Invesco Main Street Small Cap Fund
  actively managed U.S. equity fund
• T. Rowe Price Institutional Large-Cap Core Growth Fund (TPLGX)
  actively managed U.S. equity fund
• Victory Aggressive Growth Fund (USAUX)
  actively managed U.S. equity fund
• KAYNE ANDERSON ENERGY INFRASTRUCTURE FUND, INC
  U.S. equity fund
• WisdomTree U.S. Quality Growth Fund (QGRW)
  U.S. equity index ETF
• THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO
  actively managed U.S. equity fund
• SA Wellington Capital Appreciation Portfolio
  actively managed U.S. equity fund
• Columbia Variable Portfolio - Large Cap Index Fund
  U.S. equity index fund
• ROYCE SMALL-CAP TRUST, INC. (RVT)
  actively managed U.S. equity closed-end fund
• iShares Paris-Aligned Climate Optimized MSCI USA ETF (PABU)
  U.S. equity index ETF
• VanEck Preferred Securities ex Financials ETF (PFXF)
  U.S. equity index ETF
• Nuveen Real Estate Securities Select Fund (TIREX)
  actively managed U.S. equity fund
• Invesco Main Street Mid Cap Fund
  actively managed U.S. equity fund
• T. Rowe Price Large-Cap Value Fund (TILCX)
  actively managed U.S. equity fund
• JPMorgan Small Cap Growth Fund (OGGFX)
  actively managed U.S. equity fund
• Allspring Diversified Capital Builder Fund (EKBAX)
  actively managed U.S. equity fund
• Needham Aggressive Growth Fund (NEAGX)
  actively managed U.S. equity fund
• Nuveen ESG Large-Cap Growth ETF (NULG)
  U.S. equity index ETF
• Tema Space Innovators ETF (NASA)
  actively managed U.S. equity fund
• iShares U.S. Home Construction ETF (ITB)
  U.S. equity index ETF
• T. Rowe Price Large Cap Value Portfolio
  actively managed U.S. equity fund
• GMO Benchmark-Free Allocation Fund (GBMFX)
  actively managed U.S. equity fund
• MFS Value Portfolio
  actively managed U.S. equity fund
• Schwab U.S. Mid-Cap Index Fund (SWMCX)
  U.S. equity index fund
• Amplify Cybersecurity ETF
  U.S. equity index ETF
• GQG PARTNERS US SELECT QUALITY EQUITY FUND (GQERX)
  actively managed U.S. equity fund
• Harbor Small Cap Growth Fund (HASGX)
  actively managed U.S. equity fund
• Mid Cap Index Fund (VMIDX)
  U.S. equity index fund
• T. Rowe Price Institutional Mid-Cap Equity Growth Fund (PMEGX)
  actively managed U.S. equity fund
• NVIT BNY Mellon Dynamic U.S. Core Fund
  actively managed U.S. equity fund
• Columbia Small Cap Index Fund (NMSAX)
  U.S. equity index fund
• Blue Chip Growth Trust (JAEDX)
  actively managed U.S. equity fund
• Pacific Dynamix - Moderate Growth Portfolio
  actively managed U.S. equity fund
• Brighthouse/Wellington Large Cap Research Portfolio
  actively managed U.S. equity fund
• Fidelity Series Large Cap Growth Index Fund (FHOFX)
  U.S. equity index fund
• U.S. Large Cap Equity Portfolio
  actively managed U.S. equity fund
• Main Sector Rotation ETF (SECT)
  actively managed U.S. equity ETF
• Nuveen Quant Small/Mid Cap Equity Fund (TSMOX)
  actively managed U.S. equity fund
• AB Discovery Value Fund (ABASX)
  actively managed U.S. equity fund
• SAM Strategic Growth Portfolio (SACAX)
  actively managed U.S. equity fund
• AZL S&P 500 Index Fund
  U.S. equity index fund
• Invesco Technology Fund (ITYAX)
  actively managed U.S. equity fund
• Nationwide Large Cap Equity Portfolio
  actively managed U.S. equity fund
• Fidelity Advisor Stock Selector Mid Cap Fund (FMCDX)
  actively managed U.S. equity fund
• JNL Multi-Manager Small Cap Growth Fund
  actively managed U.S. equity fund
• Columbia Mid Cap Index Fund (NTIAX)
  U.S. equity index fund
• ActivePassive U.S. Equity ETF (APUE)
  actively managed U.S. equity ETF
• AQR Style Premia Alternative Fund (QSPIX)
  actively managed U.S. equity fund
• T. Rowe Price Blue Chip Growth Portfolio (QAAAJX)
  actively managed U.S. equity fund
• Harbor Small Cap Value Fund (HASCX)
  actively managed U.S. equity fund
• Parnassus Mid Cap Fund (PARMX)
  actively managed U.S. equity fund
• The Merger Fund (MERFX)
  actively managed U.S. equity fund
• iShares MSCI USA Quality GARP ETF (GARP)
  U.S. equity index ETF
• iShares MSCI Total International Index Fund
  U.S. equity index fund
• JNL/American Funds Moderate Growth Allocation Fund
  actively managed U.S. equity fund
• MassMutual Mid Cap Growth Fund (MEFAX)
  actively managed U.S. equity fund
• EQUITY INCOME PORTFOLIO
  actively managed U.S. equity fund
• MFS New Discovery Value Fund (NDVAX)
  actively managed U.S. equity fund
• VOYA LARGE CAP VALUE FUND (IEDAX)
  actively managed U.S. equity fund
• Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY)
  actively managed U.S. equity closed-end fund
• Invesco S&P 100 Equal Weight ETF (EQWL)
  U.S. equity index ETF
• LargeCap S&P 500 Index Account
  U.S. equity index fund
• Multimanager Technology Portfolio
  U.S. equity index fund
• Columbia Variable Portfolio - Select Large Cap Value Fund
  actively managed U.S. equity fund
• Fidelity MSCI Utilities Index ETF (FUTY)
  U.S. equity index ETF
• MFS Technology Fund (MTCAX)
  actively managed U.S. equity fund
• Touchstone Funds Group Trust-Touchstone Dividend Equity Fund (TQCCX)
  actively managed U.S. equity fund
• Columbia Dividend Opportunity Fund (INUTX)
  actively managed U.S. equity fund
• Franklin Small Cap Growth Fund (FSGRX)
  actively managed U.S. equity fund
• Transamerica Large Cap Value (TWQAX)
  actively managed U.S. equity fund
• Fundamental All Cap Core Trust (JADDX)
  actively managed U.S. equity fund
• Victory Growth Fund (USAAX)
  actively managed U.S. equity fund
• Invesco PHLX Semiconductor ETF (SOXQ)
  U.S. equity index ETF
• Fidelity Balanced K6 Fund (FBKFX)
  actively managed U.S. equity fund
• MidCap Value Fund I (PMPRX)
  actively managed U.S. equity fund
• Fidelity ZERO Extended Market Index Fund (FZIPX)
  U.S. equity index fund
• Goldman Sachs Strategic Factor Allocation Fund (SFAFX)
  actively managed U.S. equity fund
• iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
  U.S. equity index ETF
• BNY Mellon Large Cap Securities Fund, Inc. (DREVX)
  actively managed U.S. equity fund
• THRIVENT LARGE CAP INDEX PORTFOLIO
  U.S. equity index fund
• iShares Russell Mid-Cap Index Fund
  U.S. equity index fund
• Mid Cap Index Fund (NOMIX)
  U.S. equity index fund
• EA Bridgeway Omni Small-Cap Value ETF (BSVO)
  actively managed U.S. equity ETF
• Fidelity Freedom Retirement Fund (FFFAX)
  actively managed U.S. equity fund
• U.S. Social Core Equity 2 Portfolio
  actively managed U.S. equity fund
• BlackRock Science & Technology Term Trust (BSTZ)
  actively managed U.S. equity closed-end fund
• ClearBridge Large Cap Value Fund (SINAX)
  actively managed U.S. equity fund
• NASDAQ-100 Fund (RYOCX)
  U.S. equity index fund
• Victory Pioneer Disciplined Growth Fund (INYDX)
  actively managed U.S. equity fund
• Fidelity Small-Mid Multifactor ETF (FSMD)
  U.S. equity index ETF
• Nomura Growth and Income Fund (FGIPX)
  actively managed U.S. equity fund
• Nasdaq-100 Index Fund (NDXKX)
  U.S. equity index fund
• Fidelity Advisor Small Cap Fund (FSCDX)
  actively managed U.S. equity fund
• Goldman Sachs MarketBeta U.S. 1000 Equity ETF (GUSA)
  U.S. equity index ETF
• Schwab Fundamental U.S. Small Company Index Fund (SFSNX)
  U.S. equity index fund
• Federated Hermes MDT Market Neutral Fund (QQMNX)
  actively managed U.S. equity fund
• Fidelity Puritan K6 Fund (FPKFX)
  actively managed U.S. equity fund
• First Trust BuyWrite Income ETF (FTHI)
  actively managed U.S. equity ETF
• State Street(R) SPDR(R) NYSE Technology ETF (XNTK)
  U.S. equity index ETF
• Virtus InfraCap U.S. Preferred Stock ETF (PFFA)
  actively managed U.S. equity ETF
• Federated Hermes MDT Large Cap Value Fund (FSTRX)
  actively managed U.S. equity fund
• SmallCap Growth Fund I (PPNMX)
  actively managed U.S. equity fund
• Select Retailing Portfolio (FSRPX)
  actively managed U.S. equity fund
• BNY Mellon Equity Income Fund (DQIAX)
  actively managed U.S. equity fund
• Invesco SteelPath MLP Select 40 Fund (MLPEX)
  actively managed U.S. equity fund
• Principal U.S. Small-Cap ETF (PSC)
  actively managed U.S. equity ETF
• Amana Income Fund (AMANX)
  actively managed U.S. equity fund
• Empower Large Cap Growth Fund (MXLGX)
  actively managed U.S. equity fund
• PSF PGIM Jennison Value Portfolio
  actively managed U.S. equity fund
• Fidelity Advisor Mid Cap II Fund (FIIAX)
  actively managed U.S. equity fund
• First Trust Long/Short Equity ETF (FTLS)
  actively managed U.S. equity ETF
• Baron Real Estate Fund (BREFX)
  actively managed U.S. equity fund
• AST J.P. Morgan Aggressive Multi-Asset Portfolio
  actively managed U.S. equity fund
• Aptus Collared Investment Opportunity ETF (ACIO)
  actively managed U.S. equity ETF
• Fidelity Disciplined Equity Fund (FDEQX)
  actively managed U.S. equity fund
• LVIP MFS Value Fund
  actively managed U.S. equity fund
• JNL/RAFI Multi-Factor U.S. Equity Fund
  U.S. equity index fund
• Touchstone Strategic Trust-Touchstone Mid Cap Growth Fund (TEGAX)
  actively managed U.S. equity fund
• Loomis Sayles Small Cap Growth Fund (LSSIX)
  actively managed U.S. equity fund
• Neuberger Mid Cap Growth Fund (NMANX)
  actively managed U.S. equity fund
• Fidelity Asset Manager 30% (FTANX)
  actively managed U.S. equity fund
• Invesco MSCI North America Climate ETF
  U.S. equity index ETF
• LargeCap Value Fund III (PPSFX)
  actively managed U.S. equity fund
• American Funds Retirement Income Portfolio - Enhanced (NDARX)
  actively managed U.S. equity fund
• EQ/AB Small Cap Growth Portfolio
  U.S. equity index fund
• LVIP State Street Small-Cap Index Fund
  U.S. equity index fund
• Empower Large Cap Value Fund (MXEQX)
  actively managed U.S. equity fund
• LVIP American Growth-Income Fund
  actively managed U.S. equity fund
• DWS Science and Technology Fund (KTCIX)
  actively managed U.S. equity fund
• T.Rowe Price Large Cap Growth Portfolio
  actively managed U.S. equity fund
• AST Multi-Asset Diversified Plus Portfolio
  actively managed U.S. equity fund
• BlackRock 60/40 Target Allocation Fund
  actively managed U.S. equity fund
• Variable Portfolio - Partners Core Equity Fund
  actively managed U.S. equity fund
• MM S&P 500 Index Fund (MIEAX)
  U.S. equity index fund
• DWS Capital Growth Fund (SDGAX)
  actively managed U.S. equity fund
• First Eagle Small Cap Opportunity Fund (FESRX)
  actively managed U.S. equity fund
• LORD ABBETT DEVELOPING GROWTH FUND INC (LAGWX)
  actively managed U.S. equity fund
• Fidelity Small Cap Discovery Fund (FSCRX)
  actively managed U.S. equity fund
• Fidelity MSCI Financials Index ETF (FNCL)
  U.S. equity index ETF
• Columbia Select Mid Cap Growth Fund (CBSAX)
  actively managed U.S. equity fund
• HCM Tactical Plus Fund (HCMGX)
  actively managed U.S. equity fund
• Lord Abbett Fundamental Equity Fund (LDFVX)
  actively managed U.S. equity fund
• Columbia Small Cap Value Discovery Fund (CSMIX)
  actively managed U.S. equity fund
• Touchstone Funds Group Trust-Touchstone Sands Capital Select Growth Fund (CFSIX)
  actively managed U.S. equity fund
• American Century U.S. Quality Growth ETF (QGRO)
  U.S. equity index ETF
• Victory Growth & Income Fund (USGRX)
  actively managed U.S. equity fund
• Fidelity Advisor Value Strategies Fund (FSOAX)
  actively managed U.S. equity fund
• Invesco S&P 500 GARP ETF (SPGP)
  U.S. equity index ETF
• iShares Russell Top 200 ETF (IWL)
  U.S. equity index ETF
• LVIP American Global Growth Allocation Managed Risk Fund
  actively managed U.S. equity fund
• Schwab Select Large Cap Growth Fund (LGILX)
  actively managed U.S. equity fund
• ERShares Private-Public Crossover ETF (XOVR)
  U.S. equity index ETF
• WisdomTree U.S. SmallCap Dividend Fund (DES)
  U.S. equity index ETF
• Fidelity Small Cap Value Index Fund (FISVX)
  U.S. equity index fund
• JPMorgan U.S. Momentum Factor ETF (JMOM)
  U.S. equity index ETF
• Pacer US Large Cap Cash Cows Growth Leaders ETF (COWG)
  U.S. equity index ETF
• Polen Growth Fund (POLRX)
  actively managed U.S. equity fund
• Global X U.S. Preferred ETF (PFFD)
  U.S. equity index ETF
• JNL/Vanguard Growth ETF Allocation Fund
  actively managed U.S. equity fund
• SAM Flexible Income Portfolio (SAUPX)
  actively managed U.S. equity fund
• T. Rowe Price Blue Chip Growth ETF (TCHP)
  actively managed U.S. equity ETF
• MFS Growth Series
  actively managed U.S. equity fund
• Bahl & Gaynor Income Growth ETF (BGIG)
  actively managed U.S. equity ETF
• SRH Total Return Fund, Inc. (STEW)
  actively managed U.S. equity closed-end fund
• Global X Data Center & Digital Infrastructure ETF (DTCR)
  U.S. equity index ETF
• MFS New Discovery Fund (MNDAX)
  actively managed U.S. equity fund
• Royce Small-Cap Fund (PENNX)
  actively managed U.S. equity fund
• Eaton Vance Tax-Advantaged Dividend Income Fund (EVT)
  actively managed U.S. equity closed-end fund
• Calvert U.S. Large Cap Value Responsible Index Fund (CFJAX)
  U.S. equity index fund
• FlexShares Quality Dividend Index Fund (QDF)
  U.S. equity index ETF
• Distillate U.S. Fundamental Stability & Value ETF (DSTL)
  actively managed U.S. equity ETF
• T. Rowe Price Spectrum Moderate Allocation Fund (TRPBX)
  actively managed U.S. equity fund
• BARON OPPORTUNITY FUND (BIOPX)
  actively managed U.S. equity fund
• Focused Dynamic Growth Fund (ACFOX)
  actively managed U.S. equity fund
• Voya Small Cap Growth Fund (TCMSX)
  actively managed U.S. equity fund
• CTIVP - T. Rowe Price Large Cap Value Fund
  actively managed U.S. equity fund
• iShares Select U.S. REIT ETF (ICF)
  U.S. equity index ETF
• AST Small-Cap Equity Portfolio
  actively managed U.S. equity fund
• Motley Fool 100 Index ETF (TMFC)
  U.S. equity index ETF
• DIAMOND HILL LONG SHORT FUND (DIAMX)
  actively managed U.S. equity fund
• JNL/JPMorgan Managed Aggressive Growth Fund
  actively managed U.S. equity fund
• SIIT DYNAMIC ASSET ALLOCATION FUND (SDLAX)
  actively managed U.S. equity fund
• Baron Generational Growth Fund (BGRFX)
  actively managed U.S. equity fund
• ARK Autonomous Technology & Robotics ETF (ARKQ)
  actively managed U.S. equity ETF
• Fidelity Mid Cap Value Fund (FSMVX)
  actively managed U.S. equity fund
• Global X MLP ETF (MLPA)
  U.S. equity index ETF
• SmallCap Fund (PSBMX)
  actively managed U.S. equity fund
• Harrison Street Real Assets Fund LLC
  actively managed U.S. equity closed-end fund
• Invesco Active Allocation Fund
  actively managed U.S. equity fund
• THRIVENT GLOBAL STOCK PORTFOLIO
  actively managed U.S. equity fund
• Selected American Shares (SLASX)
  actively managed U.S. equity fund
• Venerable Moderate Allocation Fund (VMAVX)
  actively managed U.S. equity fund
• The U.S. Equity Portfolio (HCEGX)
  actively managed U.S. equity fund
• Managed Risk Growth-Income Fund
  actively managed U.S. equity fund
• Victory Pioneer Core Equity Fund (PVFYX)
  actively managed U.S. equity fund
• Invesco Water Resources ETF (PHO)
  U.S. equity index ETF
• Nuveen ESG Large-Cap Value ETF (NULV)
  U.S. equity index ETF
• Fidelity Freedom Index Retirement Fund (FIKFX)
  actively managed U.S. equity fund
• Fidelity MSCI Industrials Index ETF (FIDU)
  U.S. equity index ETF
• Dimensional US Sustainability Core 1 ETF (DFSU)
  actively managed U.S. equity ETF
• Tax-Managed U.S. Mid & Small Cap Fund (RTSSX)
  actively managed U.S. equity fund
• T. Rowe Price Spectrum Conservative Allocation Fund (PRSIX)
  actively managed U.S. equity fund
• Franklin U.S. Large Cap Multifactor Index ETF (FLQL)
  U.S. equity index ETF
• Lord Abbett Multi-Asset Balanced Opportunity Fund (LABYX)
  actively managed U.S. equity fund
• Disciplined Value Fund (BIGRX)
  actively managed U.S. equity fund
• Empower T. Rowe Price Mid Cap Growth Fund (MXMGX)
  actively managed U.S. equity fund
• NYLI S&P 500 Index Fund (MYSPX)
  U.S. equity index fund
• MFS Value Series
  actively managed U.S. equity fund
• Multimanager Lifestyle Moderate Portfolio (JALMX)
  actively managed U.S. equity fund
• CONESTOGA SMALL CAP FUND (CCASX)
  actively managed U.S. equity fund
• HCM Sector Plus Fund (HCMNX)
  actively managed U.S. equity fund
• Gabelli Equity Trust Inc (GAB)
  actively managed U.S. equity closed-end fund
• Pacific Dynamix - Growth Portfolio
  actively managed U.S. equity fund
• TRI-CONTINENTAL Corp (TY)
  actively managed U.S. equity closed-end fund
• Fidelity Advisor Industrials Fund (FCLAX)
  actively managed U.S. equity fund
• Large-Cap Core Portfolio
  actively managed U.S. equity fund
• FlexShares Morningstar US Market Factor Tilt Index Fund (TILT)
  U.S. equity index ETF
• Variable Portfolio - U.S. Flexible Moderate Growth Fund
  actively managed U.S. equity fund
• American Funds Growth Portfolio
  actively managed U.S. equity fund
• JNL/Invesco Small Cap Growth Fund
  actively managed U.S. equity fund
• JPMorgan BetaBuilders U.S. Mid Cap Equity ETF (BBMC)
  U.S. equity index ETF
• iShares Russell 1000 Large-Cap Index Fund
  U.S. equity index fund
• Fidelity MSCI Energy Index ETF (FENY)
  U.S. equity index ETF
• iShares U.S. Transportation ETF (IYT)
  U.S. equity index ETF
• Liberty All-Star Equity Fund (USA)
  actively managed U.S. equity closed-end fund
• Active/Passive Balanced Portfolio
  actively managed U.S. equity fund
• Janus Henderson Mid Cap Value Fund (JMIVX)
  actively managed U.S. equity fund
• Deutsche DWS Equity 500 Index Portfolio
  U.S. equity index fund
• LVIP BlackRock Dividend Value Managed Volatility Fund
  U.S. equity index fund
• iShares U.S. Financial Services ETF (IYG)
  U.S. equity index ETF
• JNL Multi-Manager Small Cap Value Fund
  actively managed U.S. equity fund
• Patient Opportunity Trust (LMORX)
  actively managed U.S. equity fund
• ClearBridge Small Cap Growth Fund (SASMX)
  actively managed U.S. equity fund