BlackRock-advised Funds > BlackRock Funds III
BlackRock LifePath ESG Index 2065 Fund
$2.43M
Avg Monthly Net Assets
$7.47M
Total Assets
$3.57M
Total Liabilities
$3.90M
Net Assets
BlackRock LifePath ESG Index 2065 Fund is a Fund of Funds in BlackRock Funds III
from BlackRock-advised Funds,
based in Delaware,
United States of America.
The fund has three share classes
and monthly net assets of $2.43M.
On September 27th, 2024 it reported 11 holdings, the largest
being iShares ESG Aware MSCI USA ETF (54.8%), BlackRock Funds III (45.4%) and iShares ESG Aware MSCI EAFE ETF (18.8%).
Data provided by Fincoded.
Share Classes
| Name | Class/Contract ID | Ticker | Monthly Returns (2 years) |
|---|---|---|---|
| Class K | C000220933 | LEWKX | |
| Institutional | C000220934 | LEWIX | |
| Investor A | C000220932 | LEWAX |
Holdings
From latest NPORT-P, filed September 27th, 2024 for period ending July 31st, 2024.
Historic holdings data available from Fincoded.
| Name | Profile | Category | Country | Value $USD | # Shares | % of Fund |
|---|---|---|---|---|---|---|
| BlackRock Cash Funds: Institutional, SL Agency Shares (BlackRock Funds III) | Long | Short-term investment vehicle | US | $2M | 2M | 45.35 |
| iShares Developed Real Estate Index Fund | Long | Equity-common | US | $174K | 18K | 4.46 |
| iShares ESG Aware MSCI EAFE ETF | Long | Equity-common | US | $731K | 9K | 18.75 |
| iShares ESG Aware MSCI EM ETF | Long | Equity-common | US | $317K | 9K | 8.12 |
| iShares ESG Aware MSCI USA ETF | Long | Equity-common | US | $2M | 18K | 54.80 |
| iShares ESG Aware MSCI USA Small-Cap ETF | Long | Equity-common | US | $258K | 6K | 6.62 |
| iShares ESG Aware U.S. Aggregate Bond ETF | Long | Equity-common | US | $35K | 744 | 0.91 |
| iShares MSCI Canada ETF | Long | Equity-common | US | $88K | 2K | 2.25 |
| iShares MSCI EAFE Small-Cap ETF | Long | Equity-common | US | $119K | 2K | 3.06 |
| iShares MSCI Emerging Markets Small-Cap ETF | Long | Equity-common | US | $53K | 864 | 1.36 |
| iShares TIPS Bond ETF | Long | Equity-common | US | $4K | 36 | 0.10 |
Address
BlackRock Funds III
100 Bellevue Parkway
Wilmington
Delaware
19809
United States of America
Websites
Directors
Cynthia A. Montgomery
Kenneth L. Urish
John M. Perlowski
Mark Stalnecker
Susan J. Carter
Donald C. Opatrny
Henry R. Keizer
Lena G. Goldberg
Claire A. Walton
Collette Chilton
Robert Fairbairn
Neil A. Cotty
Transfer Agents
BNY Mellon Investment Servicing (US) Inc.
Pricing Services
IHS Markit Ltd.
Bloomberg L.P.
ICE Data Services, Inc.
Refinitiv US Holdings Inc.
Custodians
Citibank, National Association (Singapore, SG, Branch)
UniCredit Bank Hungary Zrt.
Banco Nacional de Mexico, S.A., Integrante del Grupo Financiero Banamex
State Street Bank and Trust Company (Edinburgh, GB, Branch)
Citibank, Anonim Sirketi
Citibank Europe Public Limited Company (Bucharest, Bucharest, RO, Branch)
Bank Handlowy w Warszawie Spolka Akcyjna
J.P. Morgan Securities LLC
BNP Paribas Securities Corp.
FirstRand Bank Limited
Euroclear Bank
UniCredit Bank Austria AG
Bank Hapoalim B.M.
The Hongkong and Shanghai Banking Corporation Limited (Colombo, Western, LK, Branch)
UniCredit Bank Czech Republic and Slovakia, a.s.
Standard Chartered Bank (Hong Kong) Limited
Citibank Europe Public Limited Company
Intesa Sanpaolo S.p.A.
Standard Chartered Bank Malaysia Berhad
BofA Securities, Inc.
The Hongkong and Shanghai Banking Corporation Limited (Sydney, NSW, AU, Branch)
Skandinaviska Enskilda Banken AB
Skandinaviska Enskilda Banken AB (Oslo, Oslo, NO, Branch)
Citibank, National Association (Ciudad Autonoma de Buenos Aires, Ciudad Autonoma de Buenos Aires, AR, Branch)
Citibank, National Association (Sao Paulo, Sao Paulo, BR, Branch)
Citibank del Peru S.A.
Skandinaviska Enskilda Banken A/S
Standard Chartered Bank (Thai) Public Company Limited
Cititrust Colombia S A Sociedad Fiduciaria
First Abu Dhabi Bank P.J.S.C.
UBS Switzerland AG
The Hongkong and Shanghai Banking Corporation Limited (Jung-gu, Seoul, KR, Branch)
Royal Bank of Canada
Skandinaviska Enskilda Banken AB (Helsinki, Uusimaa, FI, Branch)
Privredna Banka Zagreb - Dionicko Drustvo
State Street Trust Company Canada
Standard Chartered Bank (Jakarta, Jakarta, ID, Branch)
Standard Chartered Bank (Makati City, Metro Manila, PH, Branch)
Barclays Capital Inc.
Banco de Chile
The Hongkong and Shanghai Banking Corporation Limited
Citibank, National Association (Cairo, Cairo, EG, Branch)
Standard Chartered International Commercial Bank Co., Ltd.
Stanbic IBTC Bank PLC
State Street Bank International GmbH
Mizuho Bank, Ltd. (Minato ku, Tokyo, JP, Branch)
State Street Bank and Trust Company
The Hongkong and Shanghai Banking Corporation Limited (Auckland, Auckland, NZ, Branch)
BNP Paribas
Shareholder Servicing Agents
Hartford Funds Management Company, LLC
Lincoln Financial Distributors, Inc.
Nest Investments BD LLC
Pershing LLC
Western Equity Group, Inc.
Money Concepts Capital Corp
Shareholders Service Group, Inc.
Institutional Securities Corporation
Wells Fargo Securities, LLC
Exeter Trust Company
BNP Paribas Securities Corp.
The Tavenner Company
UNITED ADVISOR GROUP
Arete Wealth Management LLC
XML Securities, LLC
Cary Street Partners LLC
Invicta Capital LLC
Vanguard Marketing Corporation
Comerica Securities, Inc.
Joseph Gunnar & Co., L.L.C.
B. C. Ziegler and Company
Bley Investment Group, Inc.
Consolidated Financial Investments, Inc.
United States Life Insurance Company in the City of New York
Moors & Cabot, Inc.
United Brokerage Services, Inc.
FMSbonds, Inc.
Place Trade Financial, Inc.
Liberty Partners Financial Services, LLC
Citizens Securities, Inc.
The O. N. Equity Sales Company
L. B. Fisher & Company
Transamerica Financial Advisors, Inc.
Tocqueville Securities L.P.
Standard Insurance Company
WesBanco Securities, Inc.
CapFinancial Securities, LLC
First Citizens Investor Services, Inc.
Gill Capital Partners, LLC
Integral Financial LLC
Carter, Terry & Company, Inc.
Middlegate Securities Inc.
ARIVE Capital Markets LLC
American Wealth Management, Inc.
ACP Securities, LLC
Multiple Financial Services, Inc.
St. Bernard Financial Services, Inc.
First Manhattan Co.
Ladenburg Thalmann & Co. Inc.
Sanctuary Securities, Inc.
KCD Financial, Inc.
MMC Securities LLC
SouthState DuncanWilliams Securities Corp.
Empire Asset Management Company, LLC
Cadaret, Grant & Co., Inc.
MWA Financial Services, Inc.
Osaic Wealth, Inc.
Stonecrest Capital Markets, Inc.
Dominion Investor Services, Inc.
Barclays Capital Inc.
Infinity Securities, Inc.
Bradesco Investments Inc.
LaSalle St. Securities, L.L.C.
Alight Solutions LLC
State Street Bank and Trust Company
Leo Brokerage, LLC
Morgan Stanley & Co. LLC
Alexander Capital, L.P.
Flagstar Advisors, Inc.
BOK Financial Securities, Inc.
Cabot Lodge Securities LLC
Securities Equity Group
Capitol Securities Management, Inc.
Independence Capital Co., Inc.
Lincoln Financial Securities Corporation
Associated Investment Services, Inc.
R. F. Lafferty & Co., Inc.
American Independent Securities Group, LLC
D.H. Hill Securities, LLLP
Access Financial Group, Inc.
Verity Investments, Inc.
Ashton Thomas Private Wealth LLC
Wells Fargo Clearing Services, LLC
Great Pacific Securities
Westport Resources Investment Services, Inc.
CFS Securities, Inc.
Abacus International Capital Corp.
Safra Securities LLC
WBB Securities, LLC
International Assets Advisory, LLC
Steward Partners Investment Solutions, LLC
E.E. Powell & Company, Inc.
Investors Brokerage of Texas, Ltd.
Benefit Trust Company
Liberty Capital Investment Corp.
Bolton Securities Corporation
First Bankers' Banc Securities, Inc.
Colliers Securities LLC
Sammons institutional Group, Inc.
Hancock Whitney Corporation
Brooklight Place Securities, Inc.
Arthur W. Wood Company
Empower Plan Services, LLC
Center Street Securities, Inc.
FSB Premier Wealth Management, Inc.
Leigh Baldwin & Co., L.L.C.
CUSO Financial Services, L.P.
Hantz Financial Services, Inc.
Folio Investments, Inc.
The Guardian Insurance & Annuity Company, Inc.
AGES Financial Services, Ltd.
Oberweis Securities, Inc.
Axiom Capital Management, Inc.
XP Investments US, LLC
Cape Securities, Inc.
Zions Direct, Inc.
Portsmouth Financial Services
Samuel A. Ramirez & Company, Inc.
Valley Financial Management, Inc
American Enterprise Investment Services Inc.
Equity Services, Inc.
State Farm VP Management Corp.
Lebenthal Financial Services, Inc.
Alterna Securities, Inc.
Alliant Securities, Inc. Turner, Nord, Kienbaum
M&T Securities, Inc.
Cedar Brook Financial Partners, LLC
Regal Securities, Inc.
MML Investors Services, LLC
Equitable Advisors, LLC
Bancolombia Capital LLC
Herold & Lantern Investments, Inc.
Parkmount Financial Partners LLC
L.O. Thomas & Co., Inc.
Fidelity Investments Institutional Operations Company LLC
Capital Synergy Partners, Inc.
IFP Securities, LLC
TFS Securities, Inc.
Monex Securities, Inc.
Cardinal Investments, Inc.
Maine Securities Corporation
World Choice Securities, Inc.
Labrunerie Financial Services, Inc.
PNC Bank, National Association (Pittsburgh, PA, US, Branch)
Lieblong & Associates, Inc.
TD Ameritrade Clearing, Inc.
AssetMark Trust Company
CBIZ Financial Solutions, Inc.
Morris Group Inc
Emerson Equity LLC
G. A. Repple & Company
John Hancock Trust Company LLC
Cresap, Inc.
KW Securities Corporation
Independent Brokerage Solutions LLC
McLaughlin Ryder Investments, Inc.
LPL Financial LLC
Perryman Securities, Inc.
Sorrento Pacific Financial, LLC
SCF Securities, Inc.
William Blair & Company, L.L.C.
VALIC Retirement Services Company
Thompson Davis & Co., Inc.
Excel Securities & Associates, Inc.
Western International Securities, Inc.
LifeMark Securities Corp.
Michigan Securities Inc.
Rodgers Brothers, Inc.
SunTrust Bank
Kovack Securities Inc.
Smith, Moore & Co.
Maxim Group LLC
Rockefeller Financial LLC
Dempsey Lord Smith, LLC
Coinbase Capital Markets Corporation
Securevest Financial Group Inc.
Concorde Investment Services, LLC
Centennial Securities Company, Inc.
Hancock Whitney Investment Services, Inc.
Stephens Inc.
American Global Wealth Management, Inc.
Saturna Brokerage Services, Inc.
NBC Securities, Inc.
J.W. Cole Financial, Inc.
N.I.S. Financial Services, Inc.
First National Bank Alaska
Horan Securities, Inc.
Veritas Independent Partners, LLC
Rhodes Securities, Inc.
BNA Wealth, Inc.
Carty & Company, Inc.
Valley National Investments, Inc.
TIAA-CREF Individual & Institutional Services, LLC
Cetera Financial Specialists LLC
Snowden Account Services LLC
Amegy Investments, Inc.
Highlander Capital Group, Inc.
Jacques Financial, LLC
Stifel, Nicolaus & Company, Incorporated
Signal Securities, Inc.
Herbert J Sims & Co. Inc.
SFA Financial, LLC
Alight Financial Solutions, LLC
USI Securities, Inc.
International Research Securities, Inc.
Investshares, Inc
Abacus Investments, Inc.
ADP Broker-Dealer, Inc.
Gold Coast Securities, Inc.
Athena Wealth Management
Arlington Securities, Inc.
Calton & Associates, Inc.
Crown Capital Securities, L.P.
Register Financial Associates, Inc.
Intercam Securities, Inc.
Polar Investment Counsel, Inc.
Santander Securities LLC
Woodlands Securities Corporation
Blakeslee & Blakeslee, Inc.
Dinosaur Financial Group, LLC
K. W. Chambers & Co.
GLP Investment Services, LLC
Aon Securities LLC
Pensionmark Securities, LLC
Mutual Funds Associates, Inc.
Stifel Independent Advisors, LLC
Harbour Investments, Inc
VALIC Financial Advisors, Inc.
Devenir, LLC
DFPG Investments, LLC
UBS AG (New York, NY, US, Branch)
Sunstreet Securities, LLC
Hennion & Walsh, Inc.
Fortune Financial Services, Inc.
Cetera Investment Services LLC
Mutual Trust Company of America Securities
Rogan & Associates, Inc.
John Hancock Life Insurance Company of New York
D.M. Kelly & Company
Omega Securities, Inc.
Integrated Financial Planning Services
Investment Security Corporation
USCA Securities LLC
Mcnally Financial Services Corporation
Ceros Financial Services Inc.
Conover Securities Corporation
Lincoln Financial Advisors Corporation
TD Ameritrade Trust Company
Cannon Securities, Inc.
Symphonic Securities LLC
Harbor Investment Advisory, LLC
Syndicated Capital, Inc.
Empower Financial Services, Inc.
CGIS Securities LLC
The Investment Center, Inc.
Pyramid Funds Corporation
SKA Securities, Inc.
The Windmill Group, Inc.
Infinex Investments, Inc.
GWN Securities, Inc.
Capital Investment Brokerage, Inc.
Sanders Morris Harris LLC
Financial Northeastern Securities, Inc.
Smith, Brown & Groover, Inc.
Nicol Investors Corporation
Geneos Wealth Management, Inc.
Fidelity Investments Life Insurance Company
Gradient Securities, LLC
Saturna Trust Company
Federated Securities, Inc.
Darwood Associates, Incorporated
The Vanguard Group, Inc.
Voya Investments Distributor, LLC
Sunset Financial Services, Inc.
MSEC, LLC
&Partners
PTI Securities & Futures, L.P.
OFG Financial Services, Inc.
World Capital Brokerage, Inc.
BNY Mellon Securities Corporation
Great Point Capital LLC
First Western Securities, Inc.
U.S. Bancorp Investments, Inc.
SWBC Investment Services, LLC
Janney Montgomery Scott LLC
Vorpahl Wing Securities, Inc.
Raymond James Financial, Inc.
Essex Securities LLC
Moloney Securities Co., Inc.
Coastal Equities, Inc.
Interactive Brokers LLC
Lion Street Financial, LLC
American National Trust And Investment Management Company
Loria Financial Group, LLC
Investments For You, Inc.
USAA Investment Services Company
L.S.Y. Incorporated
Fidelity Brokerage Services LLC
BTG Pactual US Capital, LLC
Commerce Brokerage Services, Inc.
Investment Placement Group
First Command Brokerage Services, Inc.
Huntleigh Securities Corporation
Commonwealth Equity Services, Inc.
The GMS Group, L.L.C.
Eagles Coast Capital, LLC
NEXT Financial Group, Inc.
Harold W. Dance, Inc.
Feltl and Company, Inc.
Midwestern Securities Trading Company, LLC
The Oak Ridge Financial Services Group, Inc.
Triad Advisors, LLC
J. D. Seibert & Co., Inc.
SA Stone Wealth Management Inc.
Andbanc Brokerage LLC
Sycamore Financial Group Inc.
Lesko Securities, Inc.
A.G.P. / Alliance Global Partners Corp
COUNTRY Capital Management Company
The Logan Group Securities
Integrity Investments, Inc.
Buckram Securities Ltd.
Bestvest Investments, Ltd.
E*TRADE Securities LLC
TimeCapital Securities Corporation
LPL Enterprise, Inc.
Sabadell Securities USA, Inc.
Oriental Financial Services LLC
Anovest Financial Services, Inc.
Uhlmann Price Securities, LLC
APW Capital, Inc.
BBVA Securities Inc.
FMN Capital Corporation
Griffinest Asia Securities, LLC
Morgan Stanley Smith Barney LLC
CNR Securities LLC
UnionBanc Investment Services LLC
First Horizon Advisors, Inc.
Allianz Life Financial Services, LLC
Principled Advisors, Inc.
Jack V. Butterfield Investment Company
SEI Private Trust Company
Davenport & Company LLC
TRG Advisors, Inc.
Classic, LLC
Tradition Securities and Derivatives LLC
TradeStation Securities, Inc.
S.L. Reed & Company
Key Investment Services LLC
Cambridge Investment Research, Inc.
Avisen Wealth Management, Inc.
BCG Securities, Inc
Globalink Securities, Inc
Securian Financial Services, Inc.
Cetera Advisors LLC
TCFG Wealth Management, LLC
HighTower Securities, LLC
Great American Investors, Inc.
American Equity Investment Corporation
Nationwide Securities, LLC
Genworth Life Insurance Company of New York
IDB Capital Corp.
Diversified Resources, LLC
Mutual of Omaha Investor Services, Inc.
CUNA Brokerage Services, Inc.
Schlitt Investor Services, Inc.
Capital Investment Group, Inc.
Folger Nolan Fleming Douglas Incorporated
Thoroughbred Financial Services, LLC
Crescent Securities Group, Inc.
Midland Securities, Ltd.
Synovus Securities, Inc.
JPMorgan Chase Bank, National Association
JHW Financial Services, Inc.
Axxcess Wealth Management, LLC
Chauner Securities, Inc.
Charles Schwab & Co., Inc.
Woodmen Financial Services, Inc.
OneAmerica Securities, Inc.
GW & Wade Asset Management Company, LLC
Benchmark Investments, LLC
H. C. Denison Co.
Wintrust Investments, LLC
Monere Investments, Inc.
PlanMember Securities Corporation
Broadridge Business Process Outsourcing, LLC
Paradigm Equities, Inc.
TradeUP Securities Inc
Hand Securities, Inc.
R.M. Stark & Co., Inc.
Feldstein Financial Group, L.L.C.
Coordinated Capital Securities, Inc.
SG Americas Securities, LLC
Northern Trust Securities, Inc.
Trade-PMR Group, Inc.
Benjamin F. Edwards & Company, Inc.
B.B. Graham & Company, Inc.
Principal Securities, Inc.
DMK Advisor Group, Inc.
Access Investments, Inc.
M.S. Howells & Co.
Vanderbilt Securities, Inc.
Security Distributors, LLC
Peak Brokerage Services, LLC
Capital Institutional Services, Inc.
First Southern LLC
Brighton Securities Corp.
Camden Financial Services
Avantax Wealth Management, Inc.
Fairport Capital, Inc.
Muriel Siebert & Co., Inc.
SPIRE Securities, LLC
Chelsea Morgan Securities, Inc.
Kingswood Capital Partners LLC
Titleist Asset Management, Ltd.
T. Rowe Price Retirement Plan Services, Inc.
Nationwide Planning Associates Inc.
Buckman, Buckman & Reid, Inc.
First Heartland Capital, Inc.
PNC Investments LLC
Woodbury Financial Services, Inc.
Quincy Cass Associates
UBATCO & Co.
Mercer HR Services, LLC
SagePoint Financial, Inc.
Securities Research, Inc.
E*TRADE Savings Bank
Pershing Advisor Solutions LLC
Dominari Securities LLC
Westco Investment Corp.
Ni Advisors
ING Financial Markets LLC
American Heritage Securities, Inc.
Nations Financial Group, Inc.
Lincoln Investment Planning, LLC
Cetera Advisor Networks LLC
Voya Institutional Plan Services, LLC
Packerland Brokerage Services, Inc.
BTS Securities Corporation
Worth Financial Group Inc.
Coker & Palmer, Inc.
The Strategic Financial Alliance, Inc.
American Century Investment Services, Inc.
Mutual Securities, Inc.
Grant Williams L.P.
Sunbelt Securities, Inc.
Lombard Securities, Incorporated
Allstate Financial Services, LLC
Fiduciary Trust Company International
Invex, LLC
Rehmann Financial Network, LLC
Farmers Financial Solutions, LLC
Centaurus Financial, Inc.
Colorado Financial Service Corporation
AE Financial Services, LLC
Finance 500, Inc.
Grove Point Investments, LLC
James I. Black & Company
Amuni Financial, Inc
Saxony Securities, Inc.
Sovereign Legacy Securities, Inc.
Dorn & Co., Inc.
Western Growers Financial Services
B. Riley Wealth Management Holdings, Inc.
Navaid Financial Services, Inc.
Capital Management Securities, Inc.
Chapin Davis Inc.
GRF Capital Investors, Inc.
T.R. Winston & Company, LLC
Family Investors Company
Bankoh Investment Services, Inc.
American Trust Investment Services, Inc.
Beaconsfield Financial Services, Inc.
UMB Financial Services, Inc.
Genworth Life and Annuity Insurance Company
Teachers Insurance and Annuity Association of America
Strategic Wealth Capital, LLC
MML Distributors, LLC
Corecap Investments, LLC
Sisung Securities Corporation
Altruist Financial LLC
Superior Financial Services, Inc.
Northland Securities, Inc.
S.G. Long & Company
M. E. Allison & Co., Inc.
Calamar Financial Group, LLC
DWS Distributors, Inc.
J.P. Morgan Securities LLC
Benefit Plans Administrative Services, Inc.
Sentinel Securities, Inc.
CreativeOne Securities, LLC
Brokers International Financial Services, LLC
Private Client Services, LLC
Allegheny Investments, Ltd.
The Garbacz Group Inc.
Madison Avenue Securities, LLC
Horace Mann Life Insurance Company
J. Alden Associates, Inc.
Amerant Investments, Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Garden State Securities Inc.
The Leaders Group, Inc.
Westminster Financial Securities, Inc.
FSC Securities Corporation
NewEdge Securities, Inc.
BancWest Investment Services, Inc.
Rothschild Investment Corporation
First Asset Financial Inc.
Voya Financial Partners, LLC
Independent Financial Group, LLC
Hazlett, Burt & Watson, Inc.
Silver Oak Securities, Incorporated
Hilltop Securities Inc.
Signature Estate Securities, Inc.
Pinnacle Investments, LLC
Advanced Advisor Group, LLC
TD Ameritrade, Inc.
Henley & Company LLC
Buell Securities Corp.
Watermark Securities, Inc.
White Mountain Capital, LLC
Fintrust Brokerage Services, LLC
Massachusetts Mutual Life Insurance Company
Talcott Resolution Life Insurance Company
RNR Securities, L.L.C.
Cutter and Company Brokerage, Inc.
Arvest Investments, Inc.
VectorGlobal WMG Inc.
TD Private Client Wealth LLC
MGO Securities Corp.
Securities America, Inc.
Deutsche Bank Securities Inc.
Halliday Financial, LLC
Arkadios Capital, LLC
Wellington Shields & Co., LLC
Fifth Third Bank, National Association
New England Pension Plan Systems, LLC
Teckmeyer Financial Services, L.L.C.
UBS Financial Services Inc.
Horace Mann Investors, Inc.
Northern Capital Securities Corporation
Northwestern Mutual Investment Services, LLC
Hudson Heritage Capital Management Inc.
Mid Atlantic Clearing & Settlement Corporation
Profinancial, Inc.
First Republic Securities Company, LLC
ONEASCENT FINANCIAL SERVICES LLC
World Equity Group, Incorporated
Larson Financial Securities, LLC
Planned Financial Programs, Inc.
McClurg Capital Corporation
Portfolio Resources Group, Inc.
Insigneo Securities, LLC
Prudential Investment Management Services LLC
Ballew Investments, Inc.
Carl M. Hennig, Inc.
Caldwell Securities Ltd.
Capital Portfolio Management, Inc.
1st Discount Brokerage, Inc.
Global Brokerage Services Ltd
Innovation Partners, LLC
Sammons Financial Network, LLC
Hunter Associates, Inc.
Neuberger Berman BD LLC
Somerset Securities, Inc.
CIBC World Markets Corp.
Healthcare Community Securities Corp.
Charles Schwab Bank, SSB (San Francisco, CA, US, Branch)
David Lerner Associates, Inc.
Pacific Financial Associates, Inc.
Nationwide Financial Services, Inc.
Roberts and Ryan Investments Incorporated
Citizens Bank
Professional Trading Services Brokerage, LLC
Herndon Plant Oakley Ltd.
CC Capital Advisors, Inc.
Gladowsky Capital Management, Corp.
Piper Sandler & Co.
Founders Financial Securities, LLC
Intercarolina Financial Services, Inc.
Fifth Third Securities, Inc.
Volition Financial Network, LLC
Intervest International Equities Corporation
McDonald Partners LLC
NYLIFE Distributors LLC
MMA Securities LLC
D.A. Davidson & Co.
STONEBRIDGE WEALTH MANAGEMENT LLC
FNBB Capital Markets, L.L.C.
Etico Partners, LLC
American Capital Partners, LLC
Allen C. Ewing & Co.
Pruco Securities, LLC
National Financial Services LLC
Landolt Securities, Inc.
Transamerica Advisors Life Insurance Company
Aufhauser Securities, Inc.
American Portfolios Financial Services, Inc.
Goldman Sachs & Co. LLC
VBC Securities, L.L.C.
American Trust Company
Parkland Securities, LLC
United Planners Financial Services of America A Limited Partnership
Bolton Global Capital, Inc.
Southeast Investments, N.C. Inc.
Laidlaw & Company (UK) Ltd.
NYLIFE Securities LLC
The Prudential Insurance Company of America
Kestra Investment Services, LLC
TrustFirst, Inc.
Principal Life Insurance Company
Mack Investment Securities, Inc.
Omni Financial Securities, Inc.
Holistic Brokerage, LLC
First Honolulu Securities, Inc.
Citigroup Global Markets Inc.
Nelson Ivest Brokerage Services, Inc.
Jefferies LLC
ViewTrade Securities, Inc.
Voya Retirement Insurance and Annuity Company
Truist Investment Services, Inc.
The Huntington Investment Company
Oscar Gruss & Son Incorporated
Inverness Securities, LLC
Ascensus Financial Services, LLC
Reliance Trust Company
ACA Prudent Investors Planning Corp.
Edward D. Jones & Co., L.P.
HSBC Securities (USA) Inc.
N.E. Private Client Advisors, Ltd.
Digital Retirement Solutions, Inc.
First Kentucky Securities Corporation
Ascensus Broker Dealer Services, LLC
Voya Financial Advisors, Inc.
Raymond James & Associates, Inc.
Vision Financial Markets LLC
Lincoln-Douglas Investments, LLC
John Hancock Life Insurance Company
PNC Capital Markets LLC
AqGen Ascensus, Inc.
Berthel Fisher & Company Financial Services, Inc.
Park Avenue Securities LLC
Ausdal Financial Partners, Inc.
Wall Street Access Corporation
Lockton Investment Securities, LLC
SECU Brokerage Services, Inc.
American Financial Associates, Inc.
Coldstream Securities, Inc.
Hanson McClain Retirement Network, LLC
Regions Bank
M Holdings Securities, Inc.
Aventura Securities, LLC
Callaway Financial Services, Inc.
Maplewood Investments, Inc.
Girard Investment Services, LLC
North South Capital LLC
R. Seelaus & Co. Inc
Valmark Securities, Inc.
Oak Tree Securities, Inc.
J.P. Morgan Institutional Investments Inc.
Akar Capital Management, Inc.
Newport Group Securities, Inc.
Searle & Co., Inc.
Keel Point Capital, LLC
Avondale Partners, LLC
Apex Clearing Corporation
Davinci Capital Management, Inc.
Sigma Financial Corporation
Crews and Associates, Inc.
Johnstone Brokerage Services LLC
International Money Management Group, Inc.
L.M. Kohn & Company
Bankers Life Securities, Inc.
Impact U. Investments, LLC
Heim, Young & Associates, Inc.
Concourse Financial Group Securities, Inc.
San Blas Securities LLC
T. Rowe Price Investment Services, Inc.
Ameriprise Financial Services, LLC
City National Bank
The Jeffrey Matthews Financial Group, L.L.C.
Gregory J. Schwartz & Co., Inc.
Investment Planners, Inc.
InSight Securities, Inc.
Nestlerode & Loy, Inc
Thurston, Springer, Miller, Herd & Titak, Inc.
Investment Network, Inc
First Financial Securities of America, Inc.
Variable Investment Advisors, Inc.
American United Life Insurance Company
Jessup Wealth Management Inc.
Union Capital Company
Wright Investors' Service Distributors, Inc.
General Securities Corp.
Oakwood Capital Securities, Inc.
Hazard & Siegel, Inc.
Conduent HR Services, LLC
Prospera Financial Services, Inc.
Sorsby Financial Corp.
RBC Capital Markets, LLC
Navy Federal Investment Services, LLC
ICMA-RC Services, LLC
Capital City Securities, LLC
Purshe Kaplan Sterling Investments, Inc.
USA Financial Securities Corporation
Hornor, Townsend & Kent, LLC
Mesirow Financial, Inc.
TCAdvisors Network Inc
Regulus Financial Group, LLC
Trustmont Financial Group, Inc.
Boreal Capital Securities, LLC
Itau International Securities Inc.
Ace Diversified Capital, Inc.
Allegiance Capital, LLC
T.S. Phillips Investments, Inc.
Landaas & Company, LLC
Glen Eagle Wealth LLC
CFD Investments, Inc.
Northwest Investment Advisors, Inc.
Corinthian Partners, L.L.C.
Sage Rutty and Company, Inc.
Ameritas Investment Company, LLC
Admins
BlackRock Advisors, LLC
State Street Bank and Trust Company
Brokers
Citigroup Global Markets Inc.
Goldman Sachs & Co. LLC
J.P. Morgan Securities LLC
Barclays Capital Inc.
BNP Paribas Securities Corp.
BofA Securities, Inc.
Mizuho Securities USA LLC