2025-09-05 |
13F-HR |
MKC
/ McCormick & Company
|
Abn Amro Investment Solutions
|
98,286 |
208,193 |
111.82 |
2025-09-05 |
13F-HR |
MKC
/ McCormick & Company
|
Abn Amro Investment Solutions
|
54,954 |
41,598 |
-24.30 |
2025-09-05 |
13F-HR |
MKC
/ McCormick & Company
|
Abn Amro Investment Solutions
|
208,193 |
77,861 |
-62.60 |
2025-09-05 |
13F-HR |
MKC
/ McCormick & Company
|
Abn Amro Investment Solutions
|
|
54,954 |
|
2025-09-05 |
13F-HR |
MKC
/ McCormick & Company
|
Abn Amro Investment Solutions
|
41,598 |
98,286 |
136.28 |
2025-09-04 |
13F-HR/A |
MKC
/ McCormick & Company
|
Advisor Group Holdings, Inc.
|
70,744 |
102,406 |
44.76 |
2025-09-04 |
13F-HR |
MKC
/ McCormick & Company
|
Abn Amro Investment Solutions
|
77,861 |
45,833 |
-41.13 |
2025-09-04 |
13F-HR |
MKC
/ McCormick & Company
|
Abn Amro Investment Solutions
|
42,183 |
26,731 |
-36.63 |
2025-09-04 |
13F-HR |
MKC.V
/ McCormick & Company
|
Beacon Capital Management, Inc.
|
0 |
318 |
|
2025-09-04 |
13F-HR |
MKC
/ McCormick & Company
|
Abn Amro Investment Solutions
|
45,833 |
42,183 |
-7.96 |
2025-09-04 |
13F-HR/A |
MKC.V
/ McCormick & Company
|
Advisor Group Holdings, Inc.
|
11,200 |
37,452 |
234.39 |
2025-09-04 |
13F-HR/A |
MED
/ Medifast
|
Advisor Group Holdings, Inc.
|
199 |
1,372 |
589.45 |
2025-09-04 |
13F-HR |
MKC
/ McCormick & Company
|
Reynders McVeigh Capital Management, LLC
|
388,387 |
398,466 |
2.60 |
2025-09-04 |
13F-HR/A |
UTZ
/ Utz Brands
|
Advisor Group Holdings, Inc.
|
2,133 |
3,756 |
76.09 |
2025-09-04 |
13F-HR/A |
JVA
/ Coffee Holding
|
Advisor Group Holdings, Inc.
|
32,280 |
22,870 |
-29.15 |
2025-09-04 |
13F-HR/A |
FARM
/ Farmer Bros.
|
Advisor Group Holdings, Inc.
|
18,400 |
800 |
-95.65 |
2025-09-02 |
13F-HR/A |
MKC
/ McCormick & Company
|
Aegon Asset Management Uk Plc
|
709,462 |
706,215 |
-0.46 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
STXV - EA Series Trust - Strive 1000 Value ETF
|
668 |
629 |
-5.84 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
SA FUNDS INVESTMENT TRUST - SA U.S. Value Fund
|
1,921 |
1,921 |
0.00 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
JESSX - JANUS INVESTMENT FUND - Janus Henderson Global Sustainable Equity Fund Class S
|
1,405 |
1,549 |
10.25 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
Aim Variable Insurance Funds (invesco Variable Insurance Funds) - Invesco V.i. Equally-weighted S&p 500 Fund Series I
|
11,137 |
12,557 |
12.75 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
4,052 |
4,195 |
3.53 |
2025-08-29 |
NPORT-P |
MKC.V
/ McCormick & Company
|
Gabelli Dividend & Income Trust
|
6,000 |
6,000 |
0.00 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
3,000 |
3,000 |
0.00 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
Gabelli Healthcare & Wellnessrx Trust
|
4,500 |
15,000 |
233.33 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
|
2,384 |
|
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
DLN - WisdomTree Trust - WisdomTree U.S. LargeCap Dividend Fund N/A
|
41,269 |
42,494 |
2.97 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
STXD - EA Series Trust - Strive 1000 Dividend Growth ETF
|
812 |
777 |
-4.31 |
2025-08-29 |
13F-HR |
MKC
/ McCormick & Company
|
Total Investment Management Inc
|
|
1 |
|
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
RAFE - PIMCO Equity Series - PIMCO RAFI ESG U.S. ETF
|
102 |
263 |
157.84 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
SPXUX - WisdomTree Digital Trust - WisdomTree 500 Digital Fund N/A
|
19 |
56 |
194.74 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
Gabelli Global Utility & Income Trust
|
10,000 |
10,000 |
0.00 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
VOTE - Engine No. 1 ETF Trust - Engine No. 1 Transform 500 ETF
|
3,752 |
3,832 |
2.13 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
NTSX - WisdomTree Trust - WisdomTree 90/60 U.S. Balanced Fund N/A
|
4,962 |
4,802 |
-3.22 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
EPS - WisdomTree Trust - WisdomTree U.S. LargeCap Fund N/A
|
3,621 |
3,671 |
1.38 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
ETADX - MUTUAL FUND SERIES TRUST - Eventide Dividend Opportunities Fund Class A Shares
|
135,477 |
135,477 |
0.00 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
MFUS - PIMCO Equity Series - PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF
|
449 |
488 |
8.69 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
SA FUNDS INVESTMENT TRUST - SA U.S. Core Market Fund
|
2,892 |
2,892 |
0.00 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
JHISX - JANUS ASPEN SERIES - Janus Henderson Global Sustainable Equity Portfolio Institutional Shares
|
533 |
647 |
21.39 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
DTD - WisdomTree Trust - WisdomTree U.S. Total Dividend Fund N/A
|
11,075 |
10,979 |
-0.87 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
30,500 |
30,500 |
0.00 |
2025-08-29 |
NPORT-P |
MED
/ Medifast
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
1,290 |
1,290 |
0.00 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
18,271 |
17,841 |
-2.35 |
2025-08-29 |
NPORT-P |
MKC.V
/ McCormick & Company
|
GCAEX - Gabelli Equity Series Funds Inc - The Gabelli Equity Income Fund Class A
|
4,000 |
4,000 |
0.00 |
2025-08-29 |
NPORT-P |
MED
/ Medifast
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
2,200 |
2,322 |
5.55 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
JAGMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - 500 Index Trust NAV
|
52,570 |
52,570 |
0.00 |
2025-08-29 |
NPORT-P |
MKC.V
/ McCormick & Company
|
GAGAX - GAMCO GLOBAL SERIES FUNDS, INC - The Gabelli Global Rising Income and Dividend Fund CLASS A
|
3,000 |
3,000 |
0.00 |
2025-08-29 |
NPORT-P |
MED
/ Medifast
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
1,591 |
1,872 |
17.66 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
STXG - EA Series Trust - Strive 1000 Growth ETF
|
304 |
317 |
4.28 |
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
ETAMX - MUTUAL FUND SERIES TRUST - Eventide Multi-Asset Income Fund Class A
|
25,539 |
25,539 |
0.00 |
2025-08-29 |
NPORT-P |
MED
/ Medifast
|
PMJIX - PIMCO Equity Series - PIMCO RAE US Small Fund Institutional Class
|
265 |
15,920 |
5,907.55 |
2025-08-29 |
NPORT-P |
MED
/ Medifast
|
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
13,328 |
12,986 |
-2.57 |
2025-08-29 |
NPORT-P |
MED
/ Medifast
|
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
|
|
36,000 |
|
2025-08-29 |
NPORT-P |
MKC
/ McCormick & Company
|
STRV - EA Series Trust - Strive 500 ETF
|
4,119 |
4,266 |
3.57 |
2025-08-29 |
NPORT-P |
FARM
/ Farmer Bros.
|
WMMAX - Teton Westwood Funds - Teton Westwood Mighty Mites Fund Class A
|
328,809 |
326,809 |
-0.61 |
2025-08-29 |
NPORT-P |
71N
/ Nissui
|
DDLS - WisdomTree Trust - WisdomTree Dynamic Currency Hedged International SmallCap Equity Fund N/A
|
58,700 |
58,100 |
-1.02 |
2025-08-29 |
NPORT-P |
71N
/ Nissui
|
DFJ - WisdomTree Trust - WisdomTree Japan SmallCap Dividend Fund N/A
|
110,500 |
121,300 |
9.77 |
2025-08-29 |
NPORT-P |
JVA
/ Coffee Holding
|
BSVO - EA Series Trust - EA Bridgeway Omni Small-Cap Value ETF
|
22,369 |
25,714 |
14.95 |
2025-08-29 |
NPORT-P |
UTZ
/ Utz Brands
|
GWETX - AMG FUNDS - AMG GW&K Small Cap Core Fund Class N
|
365,729 |
391,030 |
6.92 |
2025-08-29 |
NPORT-P |
71N
/ Nissui
|
OPPJ - WisdomTree Trust - WisdomTree Japan Hedged SmallCap Equity Fund N/A
|
35,200 |
39,400 |
11.93 |
2025-08-29 |
NPORT-P |
UTZ
/ Utz Brands
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
914 |
4,321 |
372.76 |
2025-08-29 |
NPORT-P |
CUERVO
/ Becle, S.A.B. de C.V.
|
ICMBX - Intrepid Capital Management Funds Trust - Intrepid Capital Fund Investor Class
|
1,688,667 |
1,688,667 |
0.00 |
2025-08-29 |
NPORT-P |
UTZ
/ Utz Brands
|
JAFEX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Total Stock Market Index Trust NAV
|
1,341 |
1,530 |
14.09 |
2025-08-29 |
NPORT-P |
UTZ
/ Utz Brands
|
DHSCX - DIAMOND HILL FUNDS - Diamond Hill Small Cap Fund Class A
|
|
205,570 |
|
2025-08-29 |
NPORT-P |
71N
/ Nissui
|
DLS - WisdomTree Trust - WisdomTree International SmallCap Dividend Fund N/A
|
160,800 |
157,200 |
-2.24 |
2025-08-29 |
NPORT-P |
UTZ
/ Utz Brands
|
FTMSX - Capitol Series Trust - Fuller & Thaler Behavioral Micro-Cap Equity Fund Institutional Shares
|
|
21,575 |
|
2025-08-29 |
NPORT-P |
71N
/ Nissui
|
DXJ - WisdomTree Trust - WisdomTree Japan Hedged Equity Fund N/A
|
457,300 |
422,500 |
-7.61 |
2025-08-29 |
NPORT-P |
FARM
/ Farmer Bros.
|
JADMX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Opportunities Trust NAV
|
1,069 |
1,069 |
0.00 |
2025-08-29 |
NPORT-P |
FARM
/ Farmer Bros.
|
GCASX - Gabelli Equity Series Funds Inc - The Gabelli Small Cap Growth Fund Class A
|
100,000 |
100,000 |
0.00 |
2025-08-29 |
NPORT-P |
FARM
/ Farmer Bros.
|
Gabelli Equity Trust Inc
|
86,000 |
86,000 |
0.00 |
2025-08-29 |
NPORT-P |
UTZ
/ Utz Brands
|
JAFVX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Strategic Equity Allocation Trust Series NAV
|
9,606 |
10,771 |
12.13 |
2025-08-29 |
NPORT-P |
1332
/ Nissui
|
JAJDX - JOHN HANCOCK VARIABLE INSURANCE TRUST - International Small Company Trust NAV
|
9,200 |
9,200 |
0.00 |
2025-08-29 |
NPORT-P |
FARM
/ Farmer Bros.
|
GGMMX - GAMCO GLOBAL SERIES FUNDS, INC - Gabelli Global Mini Mites Fund CLASS I
|
40,000 |
46,000 |
15.00 |
2025-08-29 |
NPORT-P |
UTZ
/ Utz Brands
|
EES - WisdomTree Trust - WisdomTree U.S. SmallCap Fund N/A
|
28,858 |
28,116 |
-2.57 |
2025-08-29 |
NPORT-P |
UTZ
/ Utz Brands
|
SA FUNDS INVESTMENT TRUST - SA U.S. Small Company Fund
|
1,291 |
1,291 |
0.00 |
2025-08-29 |
NPORT-P |
UTZ
/ Utz Brands
|
DES - WisdomTree Trust - WisdomTree U.S. SmallCap Dividend Fund N/A
|
153,612 |
165,609 |
7.81 |
2025-08-29 |
NPORT-P |
FARM
/ Farmer Bros.
|
GATAX - Gabelli Asset Fund - The Gabelli Asset Fund Class A
|
40,500 |
40,500 |
0.00 |
2025-08-29 |
NPORT-P |
UTZ
/ Utz Brands
|
JAEWX - JOHN HANCOCK VARIABLE INSURANCE TRUST - Small Cap Index Trust NAV
|
12,979 |
13,909 |
7.17 |
2025-08-28 |
NPORT-P |
CUERVO
/ Becle, S.A.B. de C.V.
|
XCNY - SPDR INDEX SHARES FUNDS - SPDR S&P Emerging Markets ex-China ETF
|
600 |
600 |
0.00 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
SIVIX - STATE STREET INSTITUTIONAL FUNDS - State Street Institutional Small-Cap Equity Fund Investment Class
|
136,900 |
91,216 |
-33.37 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
HSGFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Growth Fund
|
80,000 |
80,000 |
0.00 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
83,302 |
85,350 |
2.46 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
DTSVX - Wilshire Mutual Funds Inc - Small Company Value Portfolio Investment Class
|
|
6,357 |
|
2025-08-28 |
NPORT-P |
JVA
/ Coffee Holding
|
AXVNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Small Cap Value Fund Acclivity Small Cap Value Class N Shares
|
51 |
355 |
596.08 |
2025-08-28 |
NPORT-P |
71N
/ Nissui
|
GWX - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) S&P(R) International Small Cap ETF
|
143,754 |
141,354 |
-1.67 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
23,700 |
22,900 |
-3.38 |
2025-08-28 |
NPORT-P |
FARM
/ Farmer Bros.
|
IWC - iSHARES TRUST - iShares Micro-Cap ETF
|
31,695 |
37,184 |
17.32 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
HSAFX - HUSSMAN INVESTMENT TRUST - Hussman Strategic Allocation Fund
|
4,000 |
4,000 |
0.00 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
Humankind Benefit Corp - Humankind US Stock ETF
|
1,819 |
2,234 |
22.81 |
2025-08-28 |
NPORT-P |
71N
/ Nissui
|
SEEIX - Sei Institutional International Trust - Sit International Equity Fund - Class I
|
168,400 |
251,600 |
49.41 |
2025-08-28 |
NPORT-P |
71N
/ Nissui
|
MISAX - VICTORY PORTFOLIOS - Victory Trivalent International Small-Cap Fund Class A
|
2,707,700 |
2,623,500 |
-3.11 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
TPSC - TIMOTHY PLAN - Timothy Plan US Small Cap Core ETF
|
25,257 |
33,702 |
33.44 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
1,714,616 |
1,769,033 |
3.17 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
SSSEX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares
|
4,550 |
4,420 |
-2.86 |
2025-08-28 |
NPORT-P |
71N
/ Nissui
|
SPDW - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio Developed World ex-US ETF
|
1,926,300 |
1,979,700 |
2.77 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
CIPSX - Advisors' Inner Circle Fund II - CHAMPLAIN SMALL COMPANY FUND ADVISOR SHARES
|
1,395,000 |
1,235,000 |
-11.47 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
463 |
463 |
0.00 |
2025-08-28 |
NPORT-P |
1332
/ Nissui
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
204,759 |
204,759 |
0.00 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
|
189,217 |
641,544 |
239.05 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
8,168 |
9,103 |
11.45 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
1,426 |
1,426 |
0.00 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
259 |
259 |
0.00 |
2025-08-28 |
NPORT-P |
71N
/ Nissui
|
SSGVX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Global Equity ex-U.S. Index Portfolio State Street Global All Cap Equity ex-U.S. Index Portfolio
|
64,900 |
78,900 |
21.57 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
1,436 |
2,011 |
40.04 |
2025-08-28 |
NPORT-P |
UTZ
/ Utz Brands
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
263 |
263 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
TPHD - TIMOTHY PLAN - Timothy Plan High Dividend Stock ETF
|
29,471 |
46,812 |
58.84 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
IWR - iSHARES TRUST - iShares Russell Mid-Cap ETF
|
852,536 |
880,355 |
3.26 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
ITOT - iSHARES TRUST - iShares Core S&P Total U.S. Stock Market ETF
|
287,522 |
294,690 |
2.49 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
MUXAX - VICTORY PORTFOLIOS - Victory S&P 500 Index Fund Class A
|
1,302 |
1,274 |
-2.15 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
Spdr S&p 500 Etf Trust
|
3,046,029 |
3,045,652 |
-0.01 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
CIPMX - Advisors' Inner Circle Fund II - CHAMPLAIN MID CAP FUND ADVISOR SHARES
|
865,000 |
810,000 |
-6.36 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
6,128 |
5,532 |
-9.73 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
ONEO - SPDR SERIES TRUST - SPDR Russell 1000 Momentum Focus ETF
|
845 |
1,128 |
33.49 |
2025-08-28 |
NPORT-P |
MED
/ Medifast
|
SSMHX - State Street Institutional Investment Trust - State Street Small/mid Cap Equity Index Portfolio
|
3,726 |
3,726 |
0.00 |
2025-08-28 |
NPORT-P |
MED
/ Medifast
|
IWN - iSHARES TRUST - iShares Russell 2000 Value ETF
|
104,047 |
99,367 |
-4.50 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
New Age Alpha Variable Funds Trust - NAA ALL CAP VALUE SERIES
|
7,482 |
5,880 |
-21.41 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SPTM - SPDR SERIES TRUST - SPDR(R) Portfolio Total Stock Market ETF
|
45,819 |
46,754 |
2.04 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
ONEY - SPDR SERIES TRUST - SPDR Russell 1000 Yield Focus ETF
|
23,116 |
23,533 |
1.80 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
TPHE - TIMOTHY PLAN - Timothy Plan High Dividend Stock Enhanced ETF
|
7,882 |
3,910 |
-50.39 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SLGFX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Large Cap Index Fund Class F
|
5,082 |
5,082 |
0.00 |
2025-08-28 |
13F-HR |
MKC
/ McCormick & Company
|
ABN AMRO Bank N.V.
|
2,293 |
0 |
-100.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
TPLC - TIMOTHY PLAN - Timothy Plan US Large Cap Core ETF
|
13,220 |
18,845 |
42.55 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SPGM - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR(R) Portfolio MSCI Global Stock Market ETF
|
14,001 |
14,415 |
2.96 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
TOPC - iSHARES TRUST - iShares S&P 500 3% Capped ETF
|
|
56 |
|
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SSPIX - SEI INSTITUTIONAL MANAGED TRUST - SIMT S&P 500 Index Fund Class F
|
4,832 |
4,832 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
CFA - Victory Portfolios II - VictoryShares US 500 Volatility Wtd ETF
|
17,299 |
16,876 |
-2.45 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
QCSTRX - COLLEGE RETIREMENT EQUITIES FUND - Stock Account Class R1
|
17,305 |
429,527 |
2,382.10 |
2025-08-28 |
NPORT-P |
MED
/ Medifast
|
TIAA SEPARATE ACCOUNT VA 1 - Stock Index Account Teachers Personal Annuity Individual Deferred Variable Annuity
|
366 |
366 |
0.00 |
2025-08-28 |
NPORT-P |
MED
/ Medifast
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
73 |
73 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
XLP - SELECT SECTOR SPDR TRUST - The Consumer Staples Select Sector SPDR Fund
|
2,563,422 |
2,520,439 |
-1.68 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SDYAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Dynamic Asset Allocation Fund Class F
|
3,099 |
2,708 |
-12.62 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SPYX - SPDR SERIES TRUST - SPDR S&P 500 Fossil Fuel Reserves Free ETF
|
10,919 |
10,817 |
-0.93 |
2025-08-28 |
NPORT-P |
MED
/ Medifast
|
IWM - iSHARES TRUST - iShares Russell 2000 ETF
|
326,114 |
279,790 |
-14.20 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
NZAC - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI ACWI Low Carbon Target ETF
|
177 |
181 |
2.26 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
New Age Alpha Variable Funds Trust - NAA LARGE CAP VALUE SERIES
|
19,966 |
16,460 |
-17.56 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
WFIVX - Wilshire Mutual Funds Inc - Wilshire 5000 Index Fund Investment Class
|
1,277 |
1,193 |
-6.58 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SIFAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT MULTI-ASSET INFLATION MANAGED FUND Class F
|
3,058 |
3,171 |
3.70 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
Elevation Series Trust - TrueShares Active Yield ETF
|
|
19,845 |
|
2025-08-28 |
13F-HR |
MKC
/ McCormick & Company
|
ABN AMRO Bank N.V.
|
|
2,293 |
|
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SSBIX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Balanced Index Fund Class K
|
1,466 |
1,552 |
5.87 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
VSDA - Victory Portfolios II - VictoryShares Dividend Accelerator ETF
|
44,204 |
39,688 |
-10.22 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
New Age Alpha Funds Trust - NAA Large Cap Value Fund Class A
|
6,935 |
5,841 |
-15.78 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SVOAX - Sei Institutional Managed Trust - Simt Us Managed Volatility Fund Class F
|
0 |
7,208 |
|
2025-08-28 |
NPORT-P |
MED
/ Medifast
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
286 |
286 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
INDEX - Index Funds - S&P 500(R) Equal Weight No Load Shares
|
640 |
655 |
2.34 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
QWLD - SPDR INDEX SHARES FUNDS (Formerly streetTRACKS Index Shares Funds) - SPDR MSCI World StrategicFactors ETF
|
159 |
168 |
5.66 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
TPLE - TIMOTHY PLAN - Timothy Plan US Large/Mid Cap Core Enhanced ETF
|
3,528 |
1,072 |
-69.61 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SPYV - SPDR SERIES TRUST - SPDR(R) Portfolio S&P 500 Value ETF
|
266,662 |
274,006 |
2.75 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SSEYX - STATE STREET INSTITUTIONAL INVESTMENT TRUST - State Street Equity 500 Index II Portfolio
|
74,184 |
83,384 |
12.40 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
5,832 |
5,832 |
0.00 |
2025-08-28 |
NPORT-P |
MED
/ Medifast
|
NCGFX - NEW COVENANT FUNDS - New Covenant Growth Fund
|
71 |
71 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
TMMAX - SEI INSTITUTIONAL MANAGED TRUST - SIMT Tax-Managed Managed Volatility Fund Class F
|
71,893 |
71,893 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
BlackRock Variable Series Funds, Inc. - BlackRock S&P 500 Index V.I. Fund Class I
|
14,158 |
14,158 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
EFIV - Spdr Series Trust - Spdr S&p 500 Esg Etf
|
12,193 |
7,973 |
-34.61 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SPLG - SPDR SERIES TRUST - SPDR(R) Portfolio Large Cap ETF
|
310,519 |
345,106 |
11.14 |
2025-08-28 |
NPORT-P |
MED
/ Medifast
|
IWC - iSHARES TRUST - iShares Micro-Cap ETF
|
24,001 |
24,329 |
1.37 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SSSPX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street S&P 500 Index V.I.S. Fund Class 1 Shares
|
1,028 |
1,028 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SDY - SPDR SERIES TRUST - SPDR(R) S&P(R) Dividend ETF
|
2,562,972 |
2,253,623 |
-12.07 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
ONEV - SPDR SERIES TRUST - SPDR Russell 1000 Low Volatility Focus ETF
|
14,841 |
13,683 |
-7.80 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
Humankind Benefit Corp - Humankind US Stock ETF
|
900 |
1,210 |
34.44 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
VLU - SPDR SERIES TRUST - SPDR S&P 1500 Value Tilt ETF
|
2,283 |
1,760 |
-22.91 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
MODL - Victory Portfolios II - VictoryShares WestEnd U.S. Sector ETF
|
4,687 |
4,399 |
-6.14 |
2025-08-28 |
NPORT-P |
MED
/ Medifast
|
GMSMX - GPS Funds I - GuideMark(R) Small/Mid Cap Core Fund Service Shares
|
1,580 |
1,580 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
QUS - SPDR SERIES TRUST - SPDR MSCI USA StrategicFactors ETF
|
2,650 |
2,788 |
5.21 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
CFO - Victory Portfolios II - VictoryShares US 500 Enhanced Volatility Wtd ETF
|
13,680 |
13,338 |
-2.50 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
AXMNX - NORTHERN LIGHTS FUND TRUST II - Acclivity Mid Cap Multi-Style Fund Acclivity Mid Cap Multi-Style N Shares
|
37 |
73 |
97.30 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
ELDFX - ELFUN DIVERSIFIED FUND - ELFUN DIVERSIFIED FUND Elfun Diversified Fund
|
344 |
314 |
-8.72 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
IVV - iSHARES TRUST - iShares Core S&P 500 ETF
|
3,069,807 |
2,991,092 |
-2.56 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
WISEX - AZZAD FUNDS - Azzad Wise Capital Fund
|
4,083 |
4,083 |
0.00 |
2025-08-28 |
NPORT-P |
MED
/ Medifast
|
BlackRock Variable Series Funds, Inc. - BlackRock Small Cap Index V.I. Fund Class I
|
1,320 |
1,320 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
MMTM - SPDR SERIES TRUST - SPDR S&P 1500 Momentum Tilt ETF
|
523 |
494 |
-5.54 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
SSTIX - STATE STREET VARIABLE INSURANCE SERIES FUNDS INC - State Street Total Return V.I.S. Fund Class 1 Shares
|
1,377 |
1,377 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
STFGX - Advisers Investment Trust - State Farm Growth Fund
|
856,600 |
856,600 |
0.00 |
2025-08-28 |
NPORT-P |
MKC
/ McCormick & Company
|
VICTORY VARIABLE INSURANCE FUNDS - Victory S&P 500 Index VIP Series Class I
|
453 |
435 |
-3.97 |
2025-08-27 |
NPORT-P |
MED
/ Medifast
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
327,034 |
327,034 |
0.00 |
2025-08-27 |
NPORT-P |
MKC.V
/ McCormick & Company
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
610 |
610 |
0.00 |
2025-08-27 |
NPORT-P |
MED
/ Medifast
|
BBTSX - Bridge Builder Trust - Bridge Builder Tax Managed Small/Mid Cap Fund
|
30,331 |
30,331 |
0.00 |
2025-08-27 |
NPORT-P |
MED
/ Medifast
|
JNL SERIES TRUST - JNL/DFA U.S. Small Cap Fund (A)
|
2,181 |
2,181 |
0.00 |
2025-08-27 |
NPORT-P |
MED
/ Medifast
|
VQNPX - VANGUARD QUANTITATIVE FUNDS - Vanguard Growth and Income Fund Investor Shares
|
39,940 |
39,435 |
-1.26 |
2025-08-27 |
NPORT-P |
MKC.V
/ McCormick & Company
|
Advanced Series Trust - Ast Hotchkis & Wiley Large-cap Value Portfolio
|
1,200 |
1,200 |
0.00 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
VSEQX - VANGUARD HORIZON FUNDS - Vanguard Strategic Equity Fund Investor Shares
|
232,823 |
232,823 |
0.00 |
2025-08-27 |
NPORT-P |
MED
/ Medifast
|
RYMKX - RYDEX SERIES FUNDS - Russell 2000 1.5x Strategy Fund Class H
|
17 |
15 |
-11.76 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
JNL SERIES TRUST - JNL/Vanguard U.S. Stock Market Index Fund (I)
|
22,258 |
20,972 |
-5.78 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
VIVAX - VANGUARD INDEX FUNDS - Vanguard Value Index Fund Investor Shares
|
2,209,491 |
2,238,483 |
1.31 |
2025-08-27 |
NPORT-P |
MKC.V
/ McCormick & Company
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
778 |
778 |
0.00 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
VIMSX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Index Fund Investor Shares
|
5,438,333 |
5,577,054 |
2.55 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
Advanced Series Trust - Ast Prudential Growth Allocation Portfolio
|
6,097 |
5,762 |
-5.49 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
THRIVENT SERIES FUND INC - Thrivent ESG Index Portfolio Class A
|
464 |
464 |
0.00 |
2025-08-27 |
13F-HR/A |
MKC
/ McCormick & Company
|
Squarepoint Ops LLC
|
18,600 |
65,700 |
253.23 |
2025-08-27 |
13F-HR/A |
MKC
/ McCormick & Company
|
Squarepoint Ops LLC
|
72,542 |
183,010 |
152.28 |
2025-08-27 |
13F-HR/A |
MKC
/ McCormick & Company
|
Squarepoint Ops LLC
|
7,600 |
7,500 |
-1.32 |
2025-08-27 |
13F-HR/A |
MKC
/ McCormick & Company
|
Squarepoint Ops LLC
|
160,260 |
72,542 |
-54.73 |
2025-08-27 |
13F-HR/A |
MKC
/ McCormick & Company
|
Squarepoint Ops LLC
|
65,700 |
10,600 |
-83.87 |
2025-08-27 |
NPORT-P |
MED
/ Medifast
|
VITNX - VANGUARD INSTITUTIONAL INDEX FUNDS - Vanguard Institutional Total Stock Market Index Fund Institutional Shares
|
6,610 |
6,610 |
0.00 |
2025-08-27 |
NPORT-P |
MED
/ Medifast
|
Jnl Series Trust - Jnl/dfa U.s. Core Equity Fund (a)
|
501 |
501 |
0.00 |
2025-08-27 |
13F-HR/A |
MKC
/ McCormick & Company
|
Squarepoint Ops LLC
|
7,500 |
7,500 |
0.00 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
PRUDENTIAL SERIES FUND - STOCK INDEX PORTFOLIO Class I
|
42,700 |
42,700 |
0.00 |
2025-08-27 |
13F-HR |
MKC
/ McCormick & Company
|
Abn Amro Investment Solutions
|
26,731 |
39,923 |
49.35 |
2025-08-27 |
13F-HR/A |
MKC
/ McCormick & Company
|
Brinker Capital Investments, LLC
|
9,917 |
10,698 |
7.88 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL DFA U.S. Core Equity Fund
|
4,436 |
4,436 |
0.00 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
SEASONS SERIES TRUST - SA Multi-Managed Mid Cap Value Portfolio Class 1
|
1,695 |
1,816 |
7.14 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
RYDEX VARIABLE TRUST - Consumer Products Fund Variable Annuity
|
1,158 |
1,165 |
0.60 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
RYDEX VARIABLE TRUST - Nova Fund Variable Annuity
|
138 |
127 |
-7.97 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
IVOAX - IVY FUNDS - Ivy Mid Cap Income Opportunities Fund Class A
|
325,654 |
327,052 |
0.43 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
VTSMX - VANGUARD INDEX FUNDS - Vanguard Total Stock Market Index Fund Investor Shares
|
7,960,062 |
8,137,862 |
2.23 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
HCEGX - HC CAPITAL TRUST - The Growth Equity Portfolio HC Strategic Shares
|
5,092 |
5,092 |
0.00 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
ALLIANZ VARIABLE INSURANCE PRODUCTS TRUST - AZL Russell 1000 Value Index Fund Class 2
|
6,269 |
5,654 |
-9.81 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
SEASONS SERIES TRUST - SA Multi-Managed Large Cap Value Portfolio Class 1
|
1,076 |
1,184 |
10.04 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
VMVIX - VANGUARD INDEX FUNDS - Vanguard Mid-Cap Value Index Fund Investor Shares
|
1,619,839 |
1,594,933 |
-1.54 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
VANGUARD VARIABLE INSURANCE FUNDS - Equity Index Portfolio
|
58,029 |
58,052 |
0.04 |
2025-08-27 |
NPORT-P |
MKC
/ McCormick & Company
|
HCESX - HC CAPITAL TRUST - The ESG Growth Portfolio HC Strategic Shares
|
382 |
382 |
0.00 |