ETFs Holding AXP

Crawford Large Cap Dividend Fund Class I

Artisan Select Equity Fund Institutional Class

Provident Trust Strategy Fund

Sparrow Growth Fund Class C

Sparrow Growth Fund No Load Class

Eventide Large Cap Focus Fund Class A

Eventide Large Cap Focus Fund Class I

Castellan Targeted Income ETF

State Street SPDR Dow Jones Industrial Average ETF Trust

Artisan Global Value Fund Institutional Class

Smead Value Fund Investor Class Shares

Smead Value Fund Class C

Smead Value Fund Class I1

Smead Value Fund Class Y

John Hancock US Global Leaders Growth Fund Class R6

John Hancock US Global Leaders Growth Fund Class C

John Hancock US Global Leaders Growth Fund Class R2

Dow Jones Industrial Average Fund Class C

AMG River Road Focused Absolute Value Fund Class I

AMG River Road Focused Absolute Value Fund Class Z

Davis Select Financial ETF

Themes US Cash Flow Champions ETF

Sterling Capital Equity Income Fund Class C

Sterling Capital Equity Income Fund Class R6

Ultra Dow 30 Profund Investor Class

The Gabelli Value 25 Fund Inc

The Gabelli Value 25 Fund Inc Class I

Dow 2x Strategy Fund Class H

Dow 2x Strategy Fund Class A

Plumb Equity Fund Investor Class

abrdn US Sustainable Leaders Fund Institutional Class

abrdn US Sustainable Leaders Fund Institutional Service Class

HVIA Equity Fund Institutional Class

Vanguard Advice Select Dividend Growth Fund

ProShares Ultra Dow30

Davis Financial Fund Class Y

Nuveen Dividend Growth Fund ETF

Cantor Fitzgerald Large Cap Focused Fund Class A

Davis Financial Portfolio

UBS US Dividend Ruler Fund Class P

iShares US Financial Services ETF

Brown Advisory - Beutel Goodman Large-Cap Value Fund Institutional Class

Nuveen Global Dividend Growth Fund Class A

Nuveen Global Dividend Growth Fund Class C

Plumb Balanced Fund Investor Class

FM Compounders Equity ETF

Cambiar Opportunity Fund Institutional Class

Eventide Large Cap Growth ETF

Nuveen Dividend Growth Fund Class C

Nuveen Dividend Growth Fund Class R6

Vanguard Dividend Growth Fund Investor Class

JPMorgan US Equity Fund Class L

JPMorgan US Equity Fund Class C

JPMorgan US Equity Fund Class R3

JPMorgan US Equity Fund Class I

JPMorgan US Equity Fund Class R5

State Street Financial Select Sector SPDR ETF

Columbia Integrated Large Cap Value Fund Class Institutional

Baron Financials ETF

Invesco Dow Jones Industrial Average Dividend ETF

SWP Growth & Income ETF

iShares US Industrials ETF

iShares FinTech Active ETF

Fidelity MSCI Financials Index ETF

WBI BullBear Quality 3000 ETF

Financials UltraSector ProFund Investor

ProShares UltraPro Dow30

Vanguard Financial Index Fund Admiral Shs

Virtus SGA Global Growth Fund Class C

Virtus SGA Global Growth Fund Class R6

Hartford Stock HLS Fund Class IA

Saratoga Financial Services Portfolio Class C

Janus Henderson US Dividend Income Fund Class D

Janus Henderson US Dividend Income Fund Class N

Vanguard Wellington Dividend Growth Active ETF

Cullen Value Fund Class C

Columbia Integrated Large Cap Growth Fund Class Institutional II

Columbia Integrated Large Cap Growth Fund Class Institutional Class III

Touchstone Value Fund Class A

Touchstone Value Fund Institutional

Touchstone Value Fund Class Y

MFS Value Fund Class C

MFS Value Fund Class R3

MFS Value Fund Class R4

MFS Value Fund Class B

Gabelli SRI Fund Class A

Gabelli SRI Fund Class I

FT Vest Rising Dividend Achievers Target Income ETF

Direxion Daily Financial Bull 3X ETF

PACE Large Company Value Equity Investments Class P

Dana Large Cap Equity Fund Investor Class Shares

AMG Renaissance Large Cap Growth Fund Class Z

AMG Renaissance Large Cap Growth Fund Class I

Franklin Equity Income Fund Advisor Class

Franklin Equity Income Fund Class A

Franklin Equity Income Fund Class C

Investment House Growth Fund

DWS Enhanced Core Equity Fund Class I

DWS Enhanced Core Equity Fund Class R

DWS Enhanced Core Equity Fund Class R6

VALIC Company I Capital Appreciation Fund

Columbia Large Cap Growth ETF

MFS Equity Income Fund Class B

MFS Equity Income Fund Class C

MFS Equity Income Fund Class R1

MFS Equity Income Fund Class R2

MFS Equity Income Fund Class R4

Dana Epiphany Equity Fund Institutional Class

ClearBridge Large Cap Value Fund Class R

ClearBridge Large Cap Value Fund Class IS

ClearBridge Large Cap Value Fund Class A

Fidelity Advisor Global Capital Appreciation Fund Class C

Fidelity Advisor Global Capital Appreciation Fund Class A

Janus Henderson Growth and Income Fund Class S

Janus Henderson Growth and Income Fund Class R

Janus Henderson Growth and Income Fund Class A

Janus Henderson Growth and Income Fund Class I

MFS Global Equity Fund Cl R2

MFS Global Equity Fund Class C

MFS Global Equity Fund Class R1

MFS Global Equity Fund Class I

MFS Global Equity Fund Class R5

Nuveen Life Large Cap Value Fund

John Hancock Disciplined Value Fund Class R2

John Hancock Disciplined Value Fund Class R6

John Hancock Disciplined Value Fund Class C

John Hancock Disciplined Value Fund Class I

Barrow Hanley US Value Opportunities Fund Institutional Class

Victory Pioneer Disciplined Growth Fund Class R6

JPMorgan US Value Fund Class R3

T. Rowe Price Dividend Growth Fund Class I

T. Rowe Price Dividend Growth Fund Investor Class

T. Rowe Price Dividend Growth Fund Class z

JPMorgan US Value Fund Class R5

JPMorgan US Value Fund Class R6

JPMorgan US Value Fund Class R2

T. Rowe Price Dividend Growth ETF

American Beacon Large Cap Value Fund Investor Class

American Beacon Large Cap Value Fund Y Class

American Beacon Large Cap Value Fund C Class

Invesco S&P 500 Equal Weight Financials ETF

JPMorgan Equity Income Fund Class R2

JPMorgan Equity Income Fund Class R6

JPMorgan Equity Income Fund Class R5

JPMorgan Equity Income Fund Class R4

Nuveen Large Cap Value Fund Premier Class

Nuveen Large Cap Value Fund Class I

Nuveen Large Cap Value Fund Class W

The Gabelli Asset Fund

The Gabelli Asset Fund

Boston Trust Walden Equity Fund

Optimum Large Cap Value Fund Class C

Steward Large Cap Value Fund Class A

Zacks All-Cap Core Fund Institutional Class

T. Rowe Price Financial Services Fund Investor Class

Boston Trust Equity Fund

Fidelity Magellan Fund Class A

Fidelity Magellan Fund Class M

Fidelity Magellan Fund Class Z

Fidelity Magellan Fund Class K

Fidelity Magellan K6 Fund

Calamos Select Fund Class C

VALIC Company I U.S. Socially Responsible Fund

Nomura Core Equity Fund Class R6

Nomura Core Equity Fund Class R

Nomura Core Equity Fund Class A

Nomura Core Equity Fund Class C

Columbia Multi-Manager Growth Strategies Fund Institutional 3 Class

JPMorgan Equity Premium Income Fund Class C

JPMorgan Equity Premium Income Fund Class I

JPMorgan Equity Premium Income Fund Class R6

John Hancock Fundamental Equity Income Fund Class C

Principal LargeCap Value Fund III Class J

Principal LargeCap Value Fund III Class R-3

JPMorgan Equity Premium Income ETF

Nationwide Fund Institutional Service Class

Nationwide Fund Class A

Rydex Financial Services Fund Class H

Rydex Financial Services Fund Class C

Invesco Global Core Equity Fund Class R6

Invesco Global Core Equity Fund Class C