ETFs Holding ALGN

Virtus KAR Health Sciences Fund Class A

First Trust Indxx Medical Devices ETF

Virtus KAR Mid-Cap Core Fund A

Virtus KAR Mid-Cap Core Fund Class R6

CLARKSTON FUND

Cambiar SMID Fund- Institutional Class

Carillon Chartwell Mid Cap Value Fund Class A

Carillon Chartwell Mid Cap Value Fund Class I

Multi-Select Securities Puerto Rico Fund Small Cap Core Portfolio I Class A

Clarkston Founders Fund Founders Class

The Disciplined Growth Investors Fund

Virtus KAR Small-Mid Cap Core Fund Class C

Virtus KAR Small-Mid Cap Core Fund Class R6

Artisan Mid Cap Value Fund Institutional Class

VELA Large Cap Plus Fund Class A

American Beacon Ninety One Global Franchise Fund Class Y

American Beacon Ninety One Global Franchise Fund Class R6

Nomura Mid Cap Growth Fund Class R6

Nomura Mid Cap Growth Fund Class A

Nomura Mid Cap Growth Fund Class Y

Invesco S&P 500 Equal Weight Health Care ETF

Baird Mid Cap Growth Fund Institutional Class

Baird Small/Mid Cap Growth Fund Institutional Class

American Funds US Small & Mid Cap Equity Fund Class 529-A

American Funds US Small & Mid Cap Equity Fund Class 529-E

American Funds US Small & Mid Cap Equity Fund Class 529-F-2

American Funds US Small & Mid Cap Equity Fund Class R1

American Funds US Small & Mid Cap Equity Fund Class R2

American Funds US Small & Mid Cap Equity Fund Class R4

American Funds US Small & Mid Cap Equity Fund Class R5E

American Funds US Small & Mid Cap Equity Fund Class A

American Funds US Small & Mid Cap Equity Fund Class F1

American Funds US Small & Mid Cap Equity Fund Class F3

ROBO Global Healthcare Technology and Innovation ETF

Brown Advisory Flexible Equity Fund Advisor Shs

Capital Group US Small and Mid Cap ETF

Brown Advisory Flexible Equity ETF

VELA Small Cap Fund Class A

Federated Hermes MDT Market Neutral ETF

Voya MidCap Opportunities Portfolio Advisor Class

Voya MidCap Opportunities Portfolio S2

Voya MidCap Opportunities Portfolio Class R6

Column Mid Cap Select Fund

Voya Large Cap Value Fund Class C

Voya Large Cap Value Fund Class I

Voya Large Cap Value Fund Class R6

First Trust Health Care AlphaDEX Fund

LeaderShares AlphaFactor US Core Equity ETF

PGIM Jennison Health Sciences Fund Class C

PGIM Jennison Health Sciences Fund Class R6

PGIM Jennison Health Sciences Fund Class R

Voya MidCap Opportunities Fund Class R

Voya MidCap Opportunities Fund Class A

Voya MidCap Opportunities Fund Class I

Hartford Balanced HLS Fund Class IB

JPMorgan SMID Cap Equity Fund Class A

JPMorgan SMID Cap Equity Fund Class R3

Federated Hermes MDT Large Cap Value Fund Institutional Class

Federated Hermes MDT Large Cap Value Fund Class R6

Federated Hermes MDT Large Cap Value Fund Class C

JPMorgan Healthcare Leaders ETF

MFS New Discovery Fund Class A

MFS New Discovery Fund Class R1

MFS New Discovery Fund Class R2

MFS New Discovery Fund Class R4

MFS New Discovery Fund Class I

Distillate US Fundamental Stability & Value ETF

John Hancock Fundamental All Cap Core ETF

Innovator Gradient Tactical Rotation Strategy ETF

Harbor Long-Short Equity ETF

John Hancock Variable Insurance Trust Fundamental All Core Trust Series I

Direxion Daily S&P 500 High Beta Bull 3X ETF

AB Relative Value Fund Class A

AB Relative Value Fund Advisor Class

AB Relative Value Fund Class Z

Pacer Lunt Large Cap Multi-Factor Alternator ETF

Nationwide Geneva Mid Cap Growth Fund Institutional Service Class

John Hancock Funds II Fundamental All Cap Core Fund Class R2

John Hancock Funds II Fundamental All Cap Core Fund Class R4

John Hancock Funds II Fundamental All Cap Core Fund Class C

Lazard US Systematic Small Cap Equity ETF

Federated Hermes MDT Market Neutral Fund Class IS

Sit Mid Cap Growth Fund

Motley Fool Value Factor ETF

Column Mid Cap Fund

Transamerica Mid Cap Value Opportunities Fund Class A

Transamerica Mid Cap Value Opportunities Fund Class R6

Rydex Health Care Fund Class H

Rydex Health Care Fund Investor Class

Transamerica Mid Cap Value Opportunities Fund Class R4

Transamerica Mid Cap Value Opportunities Fund Class I3

PIMCO RAE US Fund Class A

PIMCO RAE US Fund Class I-2

WisdomTree US Value Fund

LSV Disciplined Value ETF

American Century Disciplined Value Fund R5 Class

American Century Disciplined Value Fund A Class

American Century Disciplined Value Fund Investor Class

MFS Blended Research Mid Cap Equity Fund Class C

MFS Blended Research Mid Cap Equity Fund Class A

MFS Blended Research Mid Cap Equity Fund Class R1

MFS Blended Research Mid Cap Equity Fund Class R3

LSV Conservative Value Equity Fund Institutional Class

Gotham 1000 Value ETF

Federated Hermes MDT Large Cap Core ETF

FullerThaler Behavioral Small-Mid Core Equity Fund Class R6

FullerThaler Behavioral Small-Mid Core Equity Fund Class C

MassMutual Mid Cap Growth Fund Class R4

MassMutual Mid Cap Growth Fund Service Class

MassMutual Mid Cap Growth Fund Class R5

MassMutual Mid Cap Growth Fund Class Y

Federated Hermes MDT All Cap Core Fund Class C

Federated Hermes MDT All Cap Core Fund Class R6

PGIM Jennison Small Company Fund Class A

PGIM Jennison Small Company Fund Class C

PGIM Jennison Small Company Fund Class R4

Vanguard Small Cap Value ETF

Empower Mid Cap Value Fund Invoice Class

Sit Small Cap Growth Fund

K2 Alternative Strategies Fund Class A

K2 Alternative Strategies Fund Class C

K2 Alternative Strategies Fund Class R

Vanguard Small Cap Value Index Fund admiral Class

Federated Hermes MDT Large Cap Growth ETF

Transamerica Small/Mid Cap Value Fund Class A

Transamerica Small/Mid Cap Value Fund Class I2

Sparkline Intangible Value ETF

AQR MS Fusion Fund Class I

AQR MS Fusion Fund Class R6

Federated Hermes MDT Mid Cap Growth Fund Class C

Federated Hermes MDT Mid Cap Growth Fund Class R6

New Perspective Fund Class A

New Perspective Fund Class 529-C

New Perspective Fund Class 529-E

New Perspective Fund Class 529-F-2

New Perspective Fund Class F-3

New Perspective Fund Class F-1

New Perspective Fund Class R-1

New Perspective Fund Class R-3

New Perspective Fund Class R-5

New Perspective Fund Class R-5E

Guidemark Large Cap Core Fund Service Shares

US Small Cap Growth ETF

iShares Morningstar Small-Cap Value ETF

Virtus Tactical Allocation Fund Class C

Virtus Tactical Allocation Fund Class R6

State Street Health Care Select Sector SPDR ETF

MFS Blended Research Core Equity Fund Class R1

MFS Blended Research Core Equity Fund Class R4

MFS Blended Research Core Equity Fund Class R2

MFS Blended Research Core Equity Fund Class B

iShares US Healthcare ETF

iShares Morningstar Small-Cap ETF

Invesco Equally-Weighted S&P 500 Fund Cl R6

Invesco Equally-Weighted S&P 500 Fund Class A

Invesco Equally-Weighted S&P 500 Fund Class R

Vanguard Health Care ETF

Federated Hermes MDT Balanced Fund Class C

Federated Hermes MDT Balanced Fund Class R6

Fidelity MSCI Health Care Index ETF

BNY Mellon Active MidCap Fund Class A

BNY Mellon Active MidCap Fund Class Y

Russell US Strategic Equity Fund Class A

Russell US Strategic Equity Fund Class S

Russell US Strategic Equity Fund Class M

iShares Morningstar Small-Cap Growth ETF

Vanguard Small Cap ETF

Motley Fool Capital Efficiency 100 Index ETF

Columbia Research Enhanced Value ETF

American Funds The New Economy Fund Class A

American Funds The New Economy Fund Class C

American Funds The New Economy Fund other Class

iShares ESG Aware MSCI USA Small-Cap ETF

American Funds The New Economy Fund Class F3

Praxis Small Cap Index Fund Class A

American Funds The New Economy Fund Other Class

American Funds The New Economy Fund Class R3 Shares

American Funds The New Economy Fund Class R4 Shares

American Funds The New Economy Fund Class R5E

American Funds The New Economy Fund Class R2E

Goldman Sachs Large Cap Value Insights Fund Class A