N-PX 1 advisoronenpx.htm N-PX Blu Giant, LLC

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UNITED STATES

SECURITIES AND EXCHANGE COMMISSION

Washington, DC 20549

 

FORM N-PX

 

 

ANNUAL REPORT OF PROXY VOTING RECORD OF REGISTERED MANAGEMENT INVESTMENT COMPANY

 

Investment Company Act file number: 811-08037

 

ADVISORONE FUNDS

(Exact name of registrant as specified in charter)

 

 

17605 Wright Street, Omaha, NE 68130

(Address of principal executive offices) (Zip code)

 

ADVISORONE FUNDS

17605 Wright Street

Omaha, NE 68130

(402) 493-3313

Brian Nielsen, Secretary

________________________________________________________________________

(Name and address of agent for service)

 

Registrant's telephone number, including area code: (866) 811-0225

 

Date of fiscal year end: April 30th

 

Date of reporting period: July 1, 2016 - June 30, 2017

 

Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (§§. 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant's proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking roles.

 

A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget ("OMB") control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. §. 3507.

 

ITEM 1. PROXY VOTING RECORD: (see attached table)

 

Appended hereto as Exhibit A is the following information indicating for each matter relating to a portfolio security owned by the Registrant considered at any shareholder meeting held during the twelve month period ended June 30, 2017 with respect to which the Registrant was entitled to vote:

 

(a) The name of the issuer of the portfolio security;

 

(b) The exchange ticker symbol of the portfolio security;

 

(c) The Council on Uniform Securities Identification Procedures ("CUSIP") number for the portfolio security;

 

(d) The shareholder meeting date;

 

(e) A brief identification of the matter voted on;

 

(f) Whether the matter was proposed by the issuer or by a security holder;

 

(g) Whether the Registrant cast its vote on the matter;

 

(h) How the Registrant cast its vote (e.g., for or against proposal, or abstain; for or withhold regarding election of directors); and

 

(i) Whether the Registrant cast its vote for or against management.

 

 

 

Registrant:  AdvisorOne Funds                                                         Item 1, Exhibit A
Investment Company Act file number:  811-08037                  
Reporting Period: July 1, 2016 - June 30, 2017              
                     
FORM N-PX - PROXY VOTING RECORD REQUIREMENTS
  (a) Issuer's Name (b) Exchange Ticker Symbol (c)"CUSIP" # (d) Shareholder Meeting Date (e) Matter Identification (f) Proposal Type (g) Voted (h) Vote Cast (i) For/Against Management (j) Fund Name
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.1 Elect Michael J. Castellano Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.2 Elect Richard E. Cavanagh Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.3 Elect Cynthia L. Egan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.4 Elect Frank J. Fabozzi Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.5 Elect Jerrold B. Harris Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.6 Elect R. Glenn Hubbard Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.7 Elect W. Carl Kester Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.8 Elect Catherine A. Lynch Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.9 Elect Barbara G. Novick Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.10 Elect John M. Perlowski Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.11 Elect Karen P. Robards Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.1 Elect Michael J. Castellano Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.2 Elect Richard E. Cavanagh Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.3 Elect Cynthia L. Egan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.4 Elect Frank J. Fabozzi Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.5 Elect Jerrold B. Harris Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.6 Elect R. Glenn Hubbard Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.7 Elect W. Carl Kester Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.8 Elect Catherine A. Lynch Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.9 Elect Barbara G. Novick Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.10 Elect John M. Perlowski Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  BlackRock Corporation High Yield Fund III Inc HYT 09255P107 7/26/2016 1.11 Elect Karen P. Robards Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  Morgan Stanley China A Share Fund Inc CAF 617468103 7/27/2016 1.1 Elect Frank L. Bowman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  Morgan Stanley China A Share Fund Inc CAF 617468103 7/27/2016 1.2 Elect Jakki L. Haussler Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  Morgan Stanley China A Share Fund Inc CAF 617468103 7/27/2016 1.3 Elect James F. Higgins Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  Morgan Stanley China A Share Fund Inc CAF 617468103 7/27/2016 1.4 Elect Manuel H. Johnson Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  Morgan Stanley China A Share Fund Inc CAF 617468103 7/27/2016 1.1 Elect Frank L. Bowman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  Morgan Stanley China A Share Fund Inc CAF 617468103 7/27/2016 1.2 Elect Jakki L. Haussler Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  Morgan Stanley China A Share Fund Inc CAF 617468103 7/27/2016 1.3 Elect James F. Higgins Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  Morgan Stanley China A Share Fund Inc CAF 617468103 7/27/2016 1.4 Elect Manuel H. Johnson Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  Royce Value Trust Inc RVT 780910105 9/19/2016 1.1 Elect Patricia W. Chadwick Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  Royce Value Trust Inc RVT 780910105 9/19/2016 1.2 Elect Arthur S. Mehlman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  Royce Value Trust Inc RVT 780910105 9/19/2016 1.3 Elect Michael K. Shields Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 1. Approval of a New Investment Advisory Agreement Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.1 Elect Kathleen Blatz Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.2 Elect Edward J. Boudreau, Jr. Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.3 Elect Pamela G. Carlton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.4 Elect William P. Carmichael Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.5 Elect Patricia M. Flynn Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.6 Elect William A. Hawkins Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.7 Elect R. Glenn Hilliard Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.8 Elect Catherine James Paglia Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.9 Elect Minor M. Shaw Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.10 Elect Alison Taunton-Rigby Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.11 Elect Anthony M. Santomero Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 2.12 Elect William F. Truscott Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  EGA Emerging Markets Consumer ETF ECON 268461779 9/30/2016 3. Approval of a Managers of Managers Structure Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Growth
  Templeton Global Income Fund Inc GIM 880198106 3/1/2017 1.1 Elect Edith E. Holiday Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  Templeton Global Income Fund Inc GIM 880198106 3/1/2017 1.2 Elect J. Michael Luttig Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  Templeton Global Income Fund Inc GIM 880198106 3/1/2017 1.3 Elect Constantine D. Tseretopoulos Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  Templeton Global Income Fund Inc GIM 880198106 3/1/2017 1.4 Elect Mary C. Choksi Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  Templeton Global Income Fund Inc GIM 880198106 3/1/2017 2. Ratification of Auditor Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI AUSTRALIA ETF EWA 464286103 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI AUSTRALIA ETF EWA 464286103 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI AUSTRALIA ETF EWA 464286103 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI AUSTRALIA ETF EWA 464286103 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI AUSTRALIA ETF EWA 464286103 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI AUSTRALIA ETF EWA 464286103 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI AUSTRALIA ETF EWA 464286103 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI AUSTRALIA ETF EWA 464286103 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI AUSTRALIA ETF EWA 464286103 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI AUSTRALIA ETF EWA 464286103 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI FRONTIER 100 ETF FM 464286145 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI FRONTIER 100 ETF FM 464286145 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI FRONTIER 100 ETF FM 464286145 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI FRONTIER 100 ETF FM 464286145 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI FRONTIER 100 ETF FM 464286145 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI AUSTRIA CAPPED ETF EWO 464286202 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI AUSTRIA CAPPED ETF EWO 464286202 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI AUSTRIA CAPPED ETF EWO 464286202 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI AUSTRIA CAPPED ETF EWO 464286202 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI AUSTRIA CAPPED ETF EWO 464286202 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI EMER MARKETS SMALL CAP ETF EEMS 464286475 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI EMER MARKETS SMALL CAP ETF EEMS 464286475 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI EMER MARKETS SMALL CAP ETF EEMS 464286475 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI EMER MARKETS SMALL CAP ETF EEMS 464286475 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI EMER MARKETS SMALL CAP ETF EEMS 464286475 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI CANADA ETF EWC 464286509 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI CANADA ETF EWC 464286509 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI CANADA ETF EWC 464286509 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI CANADA ETF EWC 464286509 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI CANADA ETF EWC 464286509 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES INC JP MORGAN EM LOCAL CURRE LEMB 464286517 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES INC JP MORGAN EM LOCAL CURRE LEMB 464286517 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES INC JP MORGAN EM LOCAL CURRE LEMB 464286517 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES INC JP MORGAN EM LOCAL CURRE LEMB 464286517 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES INC JP MORGAN EM LOCAL CURRE LEMB 464286517 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES MIN VOL EMERGING MKT ETF EEMV 464286533 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MIN VOL EMERGING MKT ETF EEMV 464286533 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MIN VOL EMERGING MKT ETF EEMV 464286533 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MIN VOL EMERGING MKT ETF EEMV 464286533 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MIN VOL EMERGING MKT ETF EEMV 464286533 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI ISRAEL CAPPED ETF EIS 464286632 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI ISRAEL CAPPED ETF EIS 464286632 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI ISRAEL CAPPED ETF EIS 464286632 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI ISRAEL CAPPED ETF EIS 464286632 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI ISRAEL CAPPED ETF EIS 464286632 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI CHILE CAPPED ETF ECH 464286640 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI CHILE CAPPED ETF ECH 464286640 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI CHILE CAPPED ETF ECH 464286640 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI CHILE CAPPED ETF ECH 464286640 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI CHILE CAPPED ETF ECH 464286640 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI PACIFIC EX JAPAN ETF EPP 464286665 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI PACIFIC EX JAPAN ETF EPP 464286665 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI PACIFIC EX JAPAN ETF EPP 464286665 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI PACIFIC EX JAPAN ETF EPP 464286665 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI PACIFIC EX JAPAN ETF EPP 464286665 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI SPAIN CAPPED ETF EWP 464286764 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI SPAIN CAPPED ETF EWP 464286764 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI SPAIN CAPPED ETF EWP 464286764 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI SPAIN CAPPED ETF EWP 464286764 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI SPAIN CAPPED ETF EWP 464286764 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI SPAIN CAPPED ETF EWP 464286764 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SPAIN CAPPED ETF EWP 464286764 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SPAIN CAPPED ETF EWP 464286764 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SPAIN CAPPED ETF EWP 464286764 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SPAIN CAPPED ETF EWP 464286764 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SOUTH KOREA CAPPED ETF EWY 464286772 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SOUTH KOREA CAPPED ETF EWY 464286772 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SOUTH KOREA CAPPED ETF EWY 464286772 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SOUTH KOREA CAPPED ETF EWY 464286772 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SOUTH KOREA CAPPED ETF EWY 464286772 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI MEXICO CAPPED ETF EWW 464286822 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI MEXICO CAPPED ETF EWW 464286822 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI MEXICO CAPPED ETF EWW 464286822 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI MEXICO CAPPED ETF EWW 464286822 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI MEXICO CAPPED ETF EWW 464286822 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES INTL VALUE FACTOR ETF IVLU 46435G409 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES INTL VALUE FACTOR ETF IVLU 46435G409 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES INTL VALUE FACTOR ETF IVLU 46435G409 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES INTL VALUE FACTOR ETF IVLU 46435G409 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES INTL VALUE FACTOR ETF IVLU 46435G409 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI EM ESG OPTIMIZED ETF ESGE 46435G508 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI EM ESG OPTIMIZED ETF ESGE 46435G508 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI EM ESG OPTIMIZED ETF ESGE 46435G508 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI EM ESG OPTIMIZED ETF ESGE 46435G508 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI EM ESG OPTIMIZED ETF ESGE 46435G508 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI RUSSIA CAPPED ETF ERUS 46434G798 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI RUSSIA CAPPED ETF ERUS 46434G798 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI RUSSIA CAPPED ETF ERUS 46434G798 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI RUSSIA CAPPED ETF ERUS 46434G798 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI RUSSIA CAPPED ETF ERUS 46434G798 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM 46432F396 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM 46432F396 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM 46432F396 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM 46432F396 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM 46432F396 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI ITALY CAPPED ETF EWI 46434G830 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI ITALY CAPPED ETF EWI 46434G830 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI ITALY CAPPED ETF EWI 46434G830 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI ITALY CAPPED ETF EWI 46434G830 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI ITALY CAPPED ETF EWI 46434G830 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI RUSSIA CAPPED ETF ERUS 46434G798 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI RUSSIA CAPPED ETF ERUS 46434G798 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI RUSSIA CAPPED ETF ERUS 46434G798 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI RUSSIA CAPPED ETF ERUS 46434G798 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI RUSSIA CAPPED ETF ERUS 46434G798 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM 46432F396 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM 46432F396 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM 46432F396 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM 46432F396 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI USA MOMENTUM FACTOR ETF MTUM 46432F396 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI JAPAN ETF EWJ 46434G822 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI JAPAN ETF EWJ 46434G822 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI JAPAN ETF EWJ 46434G822 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI JAPAN ETF EWJ 46434G822 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI JAPAN ETF EWJ 46434G822 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI SINGAPORE ETF EWS 46434G780 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SINGAPORE ETF EWS 46434G780 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SINGAPORE ETF EWS 46434G780 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SINGAPORE ETF EWS 46434G780 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI SINGAPORE ETF EWS 46434G780 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI TAIWAN ETF EWT 46434G772 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI TAIWAN ETF EWT 46434G772 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI TAIWAN ETF EWT 46434G772 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI TAIWAN ETF EWT 46434G772 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI TAIWAN ETF EWT 46434G772 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI UNITED KINGDOM ETF EWU 46435G334 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI UNITED KINGDOM ETF EWU 46435G334 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI UNITED KINGDOM ETF EWU 46435G334 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI UNITED KINGDOM ETF EWU 46435G334 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI UNITED KINGDOM ETF EWU 46435G334 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI MALAYSIA ETF EWM 46434G814 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI MALAYSIA ETF EWM 46434G814 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI MALAYSIA ETF EWM 46434G814 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI MALAYSIA ETF EWM 46434G814 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI MALAYSIA ETF EWM 46434G814 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI ITALY CAPPED ETF EWI 46434G830 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI ITALY CAPPED ETF EWI 46434G830 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI ITALY CAPPED ETF EWI 46434G830 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI ITALY CAPPED ETF EWI 46434G830 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI ITALY CAPPED ETF EWI 46434G830 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES CORE MSCI EAFE ETF IEFA 46432F842 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES CORE MSCI EAFE ETF IEFA 46432F842 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES CORE MSCI EAFE ETF IEFA 46432F842 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES CORE MSCI EAFE ETF IEFA 46432F842 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES CORE MSCI EAFE ETF IEFA 46432F842 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES USA VALUE FACTOR ETF VLUE 46432F388 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES CORE MSCI EMERGING MARKETS ETF IEMG 46434G103 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES MSCI USA QUALITY FACTOR ETF QUAL 46432F339 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES TR TIPS BD ETF TIP 464287176 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR TIPS BD ETF TIP 464287176 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR TIPS BD ETF TIP 464287176 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR TIPS BD ETF TIP 464287176 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR TIPS BD ETF TIP 464287176 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR TIPS BD ETF TIP 464287176 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES TR TIPS BD ETF TIP 464287176 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES TR TIPS BD ETF TIP 464287176 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES TR TIPS BD ETF TIP 464287176 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES TR TIPS BD ETF TIP 464287176 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES CORE S&P 500 ETF IVV 464287200 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES CORE S&P 500 ETF IVV 464287200 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES CORE S&P 500 ETF IVV 464287200 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES CORE S&P 500 ETF IVV 464287200 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES CORE S&P 500 ETF IVV 464287200 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES CORE U.S. AGGREGATE BOND ETF AGG 464287226 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES CORE U.S. AGGREGATE BOND ETF AGG 464287226 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES CORE U.S. AGGREGATE BOND ETF AGG 464287226 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES CORE U.S. AGGREGATE BOND ETF AGG 464287226 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES CORE U.S. AGGREGATE BOND ETF AGG 464287226 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES GLOBAL HEALTHCARE ETF IXJ 464287325 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES GLOBAL HEALTHCARE ETF IXJ 464287325 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES GLOBAL HEALTHCARE ETF IXJ 464287325 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES GLOBAL HEALTHCARE ETF IXJ 464287325 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES GLOBAL HEALTHCARE ETF IXJ 464287325 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES GLOBAL HEALTHCARE ETF IXJ 464287325 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES GLOBAL HEALTHCARE ETF IXJ 464287325 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES GLOBAL HEALTHCARE ETF IXJ 464287325 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES GLOBAL HEALTHCARE ETF IXJ 464287325 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES GLOBAL HEALTHCARE ETF IXJ 464287325 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES TR GLOBAL ENERGY ETF IXC 464287341 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES TR GLOBAL ENERGY ETF IXC 464287341 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES TR GLOBAL ENERGY ETF IXC 464287341 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES TR GLOBAL ENERGY ETF IXC 464287341 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES TR GLOBAL ENERGY ETF IXC 464287341 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES BARCLAYS 20+ YEAR TREASURY B TLT 464287432 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 20+ YEAR TREASURY B TLT 464287432 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 20+ YEAR TREASURY B TLT 464287432 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 20+ YEAR TREASURY B TLT 464287432 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 20+ YEAR TREASURY B TLT 464287432 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 1-3 YEAR TREASURY B SHY 464287457 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 1-3 YEAR TREASURY B SHY 464287457 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 1-3 YEAR TREASURY B SHY 464287457 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 1-3 YEAR TREASURY B SHY 464287457 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 1-3 YEAR TREASURY B SHY 464287457 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR MSCI EAFE ETF EFA 464287465 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR MSCI EAFE ETF EFA 464287465 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR MSCI EAFE ETF EFA 464287465 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR MSCI EAFE ETF EFA 464287465 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR MSCI EAFE ETF EFA 464287465 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES PHLX SEMICONDUCTOR ETF SOXX 464287523 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES PHLX SEMICONDUCTOR ETF SOXX 464287523 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES PHLX SEMICONDUCTOR ETF SOXX 464287523 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES PHLX SEMICONDUCTOR ETF SOXX 464287523 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES PHLX SEMICONDUCTOR ETF SOXX 464287523 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES NASDAQ BIOTECHNOLOGY ETF IBB 464287556 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES NASDAQ BIOTECHNOLOGY ETF IBB 464287556 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES NASDAQ BIOTECHNOLOGY ETF IBB 464287556 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES NASDAQ BIOTECHNOLOGY ETF IBB 464287556 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES NASDAQ BIOTECHNOLOGY ETF IBB 464287556 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR U S FINL SVCS ETF IYG 464287770 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR U S FINL SVCS ETF IYG 464287770 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR U S FINL SVCS ETF IYG 464287770 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR U S FINL SVCS ETF IYG 464287770 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR U S FINL SVCS ETF IYG 464287770 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI ALL COUNTRY ASIA EX JAP AAXJ 464288182 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI ALL COUNTRY ASIA EX JAP AAXJ 464288182 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI ALL COUNTRY ASIA EX JAP AAXJ 464288182 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI ALL COUNTRY ASIA EX JAP AAXJ 464288182 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI ALL COUNTRY ASIA EX JAP AAXJ 464288182 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI ACWI ETF ACWI 464288257 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES MSCI ACWI ETF ACWI 464288257 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES MSCI ACWI ETF ACWI 464288257 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES MSCI ACWI ETF ACWI 464288257 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES MSCI ACWI ETF ACWI 464288257 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Shelter
  ISHARES USD EMRG MRKTS BOND ETF EMB 464288281 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES USD EMRG MRKTS BOND ETF EMB 464288281 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES USD EMRG MRKTS BOND ETF EMB 464288281 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES USD EMRG MRKTS BOND ETF EMB 464288281 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES USD EMRG MRKTS BOND ETF EMB 464288281 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES NATIONAL MUNI BOND ETF MUB 464288414 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES NATIONAL MUNI BOND ETF MUB 464288414 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES NATIONAL MUNI BOND ETF MUB 464288414 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES NATIONAL MUNI BOND ETF MUB 464288414 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES NATIONAL MUNI BOND ETF MUB 464288414 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR IBOXX $ HIGH YIELD CORP HYG 464288513 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR IBOXX $ HIGH YIELD CORP HYG 464288513 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR IBOXX $ HIGH YIELD CORP HYG 464288513 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR IBOXX $ HIGH YIELD CORP HYG 464288513 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR IBOXX $ HIGH YIELD CORP HYG 464288513 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES U.S. CREDIT BOND ETF CRED 464288620 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES U.S. CREDIT BOND ETF CRED 464288620 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES U.S. CREDIT BOND ETF CRED 464288620 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES U.S. CREDIT BOND ETF CRED 464288620 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES U.S. CREDIT BOND ETF CRED 464288620 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR INTERMEDIATE CR BD ETF CIU 464288638 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR INTERMEDIATE CR BD ETF CIU 464288638 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR INTERMEDIATE CR BD ETF CIU 464288638 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR INTERMEDIATE CR BD ETF CIU 464288638 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES TR INTERMEDIATE CR BD ETF CIU 464288638 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 3-7 YR TREAS BD ETF IEI 464288661 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 3-7 YR TREAS BD ETF IEI 464288661 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 3-7 YR TREAS BD ETF IEI 464288661 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 3-7 YR TREAS BD ETF IEI 464288661 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 3-7 YR TREAS BD ETF IEI 464288661 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES BARCLAYS 3-7 YR TREAS BD ETF IEI 464288661 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES BARCLAYS 3-7 YR TREAS BD ETF IEI 464288661 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES BARCLAYS 3-7 YR TREAS BD ETF IEI 464288661 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES BARCLAYS 3-7 YR TREAS BD ETF IEI 464288661 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES BARCLAYS 3-7 YR TREAS BD ETF IEI 464288661 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES S&P U.S. PREFERRED STK ETF PFF 464288687 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES S&P U.S. PREFERRED STK ETF PFF 464288687 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES S&P U.S. PREFERRED STK ETF PFF 464288687 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES S&P U.S. PREFERRED STK ETF PFF 464288687 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES S&P U.S. PREFERRED STK ETF PFF 464288687 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  ISHARES S&P U.S. PREFERRED STK ETF PFF 464288687 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES S&P U.S. PREFERRED STK ETF PFF 464288687 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES S&P U.S. PREFERRED STK ETF PFF 464288687 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES S&P U.S. PREFERRED STK ETF PFF 464288687 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES S&P U.S. PREFERRED STK ETF PFF 464288687 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES TR US INSURANCE ETF IAK 464288786 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR US INSURANCE ETF IAK 464288786 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR US INSURANCE ETF IAK 464288786 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR US INSURANCE ETF IAK 464288786 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR US INSURANCE ETF IAK 464288786 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES U.S. MEDICAL DEVICES ETF IHI 464288810 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES U.S. MEDICAL DEVICES ETF IHI 464288810 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES U.S. MEDICAL DEVICES ETF IHI 464288810 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES U.S. MEDICAL DEVICES ETF IHI 464288810 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES U.S. MEDICAL DEVICES ETF IHI 464288810 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR US OIL EQUIP & SVCS ETF IEZ 464288844 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR US OIL EQUIP & SVCS ETF IEZ 464288844 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR US OIL EQUIP & SVCS ETF IEZ 464288844 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR US OIL EQUIP & SVCS ETF IEZ 464288844 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES TR US OIL EQUIP & SVCS ETF IEZ 464288844 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Flexible Income
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  MSCI EAFE VALUE ETF EFV 464288877 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Diversified Eqty
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI EUROPE FINANCIALS ETF EUFN 464289180 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MSCI INDIA INDEX FUND INDA 46429B598 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI INDIA INDEX FUND INDA 46429B598 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI INDIA INDEX FUND INDA 46429B598 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI INDIA INDEX FUND INDA 46429B598 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MSCI INDIA INDEX FUND INDA 46429B598 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES MINIMUM VOL EAFE ETF EFAV 46429B689 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MINIMUM VOL EAFE ETF EFAV 46429B689 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MINIMUM VOL EAFE ETF EFAV 46429B689 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MINIMUM VOL EAFE ETF EFAV 46429B689 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MINIMUM VOL EAFE ETF EFAV 46429B689 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Growth and Income
  ISHARES MINIMUM VOL EAFE ETF EFAV 46429B689 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MINIMUM VOL EAFE ETF EFAV 46429B689 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MINIMUM VOL EAFE ETF EFAV 46429B689 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MINIMUM VOL EAFE ETF EFAV 46429B689 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES MINIMUM VOL EAFE ETF EFAV 46429B689 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS International Equity
  ISHARES CURRENCY HEDGED MSCI JAPAN ETF HEWJ 46434V886 6/19/2017 1.1 Elect Jane D. Carlin Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES CURRENCY HEDGED MSCI JAPAN ETF HEWJ 46434V886 6/19/2017 1.2 Elect Richard L. Fagnani Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES CURRENCY HEDGED MSCI JAPAN ETF HEWJ 46434V886 6/19/2017 1.3 Elect Drew E. Lawton Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES CURRENCY HEDGED MSCI JAPAN ETF HEWJ 46434V886 6/19/2017 1.4 Elect Madhav V. Rajan Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty
  ISHARES CURRENCY HEDGED MSCI JAPAN ETF HEWJ 46434V886 6/19/2017 1.5 Elect Mark Wiedman Mgmt Yes Echo Vote N/A CLS Investments, LLC - CLS Global Aggressive Eqty

 

 

Registrant:  AdvisorOne Funds                                               Item 1, Exhibit A          
Investment Company Act file number:  811-08037                  
Reporting Period:  July 1, 2016 - June 30, 2017                  
                     
FORM N-PX - PROXY VOTING RECORD REQUIREMENTS
  (a) Issuer's Name (b) Exchange Ticker Symbol (c)"CUSIP" # (d) Shareholder Meeting Date (e) Matter Identification (f) Proposal Type (g) Voted (h) Vote Cast (i) For/Against Management (j) Fund Name
1                    
                     
                     
  The Milestone Treasury Obligations Fund is a money market and therefore there are no proxy votes to report during the period.                  

 

 

 

 

 

 

 

 

SIGNATURES

 

See General Instruction F

 

Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.

 

(Registrant) ADVISORONE FUNDS

 

 

By (Signature and Title)* /s/ Ryan Beach

Ryan Beach, President

 

Date: August 8, 2017

 

* Print the name and title of each signing officer under his or her signature.