ETFs Holding CBSH

Invesco KBW Regional Banking ETF

American Century Mid Cap Value Fund Class G

American Century Mid Cap Value Fund Investor Class

American Century Mid Cap Value Fund Class R5

American Century Mid Cap Value Fund Class Y

Boston Trust Walden Small Cap Fund

ProShares Russell US Dividend Growers ETF

American Century Focused Large Cap Value ETF

Boston Trust Walden SMID Cap Fund

Champlain Mid Cap Fund

American Century Focused Large Cap Value Fund Class G

American Century Focused Large Cap Value Fund Class C

American Century Focused Large Cap Value Fund Class R5

American Century Focused Large Cap Value Fund Class R

State Street SPDR S&P Regional Banking ETF

Champlain Small Company Fund Institutional Shares

iShares US Regional Banks ETF

VY American Century Small-Mid Cap Value Portfolio Advisor Class

VY American Century Small-Mid Cap Value Portfolio S2

Victory Integrity Small/Mid-Cap Value Fund Class R6

Victory Integrity Small/Mid-Cap Value Fund Class Y

JPMorgan Small Cap Equity Fund Class C

JPMorgan Small Cap Equity Fund Class R4

JPMorgan Small Cap Equity Fund Class R2

JPMorgan Small Cap Equity Fund Class I

Clearwater Select Equity Fund

Virtus Dividend, Interest & Premium Strategy Fund

Calvert Small/Mid-Cap Fund Class A

Victory Integrity Small-Cap Value Fund Class C

Victory Integrity Small-Cap Value Fund Class R6

Victory Integrity Small-Cap Value Fund Class Y

JPMorgan SMID Cap Equity Fund Class A

Rydex Banking Fund Class H

Rydex Banking Fund Investor Class

JPMorgan SMID Cap Equity Fund Class R3

Boston Trust Walden Midcap Fund

Banks UltraSector ProFund

American Century Value Fund Class C

American Century Value Fund Class R6

American Century Value Fund Class R

FT Vest SMID Rising Dividend Achievers Target Income ETF

American Century Value Fund Investor Class

First Trust Horizon Managed Volatility Small/Mid ETF

Fidelity Quality Factor ETF

American Century Equity Income Fund Class G

American Century Equity Income Fund Class R5

American Century Equity Income Fund Class R

American Century Equity Income Fund Class A

VY JPMorgan Small Cap Core Equity Portfolio Advisor Class

VY JPMorgan Small Cap Core Equity Portfolio S2

VY JPMorgan Small Cap Core Equity Portfolio Class R6

AQR LSE Fusion Fund Class I

AQR LSE Fusion Fund Class R6

GuideStone Funds Value Equity Fund Institutional Class

Voya Global High Dividend Low Volatility Portfolio Class S

Voya Global High Dividend Low Volatility Portfolio Class I

Voya Global High Dividend Low Volatility Fund Class A

Voya Global High Dividend Low Volatility Fund Class I

Voya Global Equity Dividend and Premium Opportunity Fund

Vanguard S&P Mid-Cap 400 Value ETF

Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Class

First Trust Value Line Dividend Index Fund

Mid-Cap Value ProFund

Xtrackers S&P MidCap 400 Scored & Screened ETF

State Street Institutional Small-Cap Equity Fund Service Class

First Trust Financials AlphaDEX Fund

Column Mid Cap Fund

Rydex Financial Services Fund Class H

Rydex Financial Services Fund Class C

John Hancock Multifactor Small Cap ETF

Eaton Vance Equity Strategy Fund Class I

Voya Index Plus MidCap Portfolio Class S

Harbor Large Cap Value Fund Administrative Class

Invesco S&P MidCap 400 QVM Multi-factor ETF

WisdomTree US MidCap Dividend Fund

Vanguard S&P Mid-Cap 400 ETF

Avantis US Mid Cap Value ETF

John Hancock Variable Insurance Trust Mid Index Trust Series II

John Hancock Variable Insurance Trust Mid Cap Index Trust Series I

Empower S&P Mid Cap 400 Index Fund Class L

Empower S&P Mid Cap 400 Index Fund Institutional Class

S&P MidCap Index Fund Investor Class

MoA Mid Cap Equity Index Fund

Federated Hermes Mid-Cap Index Fund Class R6

Federated Hermes Mid-Cap Index Fund Service Class

John Hancock Variable Insurance Trust Small Opportunities Trust Series II

Principal MidCap S&P 400 Index Fund Institutional Class

Principal MidCap S&P 400 Index Fund Class R6

Principal MidCap S&P 400 Index Fund R-5 Class

WisdomTree US MidCap Fund

Columbia Mid Cap Index Fund Institutional Class III

Columbia Mid Cap Index Fund Institutional Class

VALIC Company I Mid Cap Index Fund

JPMorgan BetaBuilders US Mid Cap Equity ETF

Mid-Cap ProFund

Vanguard Small Cap Value Index Fund Investor Class

Vanguard Small Cap Value Index Fund Institutional

Northern US Quality ESG Fund Class I

BNY Mellon US Mid Cap Core Equity ETF

SA US Small Company Fund

First Trust Mid Cap Core AlphaDEX Fund

JPMorgan US Quality Factor ETF

Schwab US Mid Cap ETF

Mid-Cap 1.5x Strategy Fund Class A

Mid-Cap 1.5x Strategy Fund Class H

T Rowe Price Mid-Cap Index Fund

T Rowe Price Mid-Cap Index Fund Class Z

ProFunds UltraMid-Cap ProFund Investor Class

JPMorgan Small & Mid Cap Enhanced Equity ETF

DFA US Small Cap Portfolio Institutional Class

iShares US Financials ETF

iShares US Financial Services ETF

State Street SPDR Russell 1000 Yield Focus ETF

Fidelity Enhanced Mid Cap Core ETF

American Century Strategic Allocation Aggressive Fund R Class

American Century Strategic Allocation Aggressive Fund I Class

American Century Strategic Allocation Aggressive Fund R5 Class

Fidelity ZERO Extended Market Index Fund

American Century Strategic Allocation Aggressive Fund Investor Class

Vanguard Small Cap Index Fund Institutional Plus

John Hancock Multifactor Mid Cap ETF

Vanguard Small Cap ETF

Vanguard Equity Income Fund Investor class

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

iShares Russell Small/Mid-Cap Index Fund Class Investor A

iShares Russell Small/Mid-Cap Index Fund Institutional Class

iShares Russell Mid-cap Value ETF

Vanguard Extended Market ETF

American Century Strategic Allocation Moderate Fund A Class

American Century Strategic Allocation Moderate Fund R6 Class

American Century Strategic Allocation Moderate Fund R5 Class

DFA US Targeted Value Portfolio

AQR Long-Short Equity Fund Class N

AQR Long-Short Equity Fund Class R6

American Century Strategic Allocation Moderate Fund Investor Class

Invesco Russell 1000 Equal Weight ETF

AQR Large Cap Momentum Style Fund Class I

Calvert US Large Cap Value Responsible Index Fund Class I

Calvert US Large Cap Value Responsible Index Fund Class R6

Voya Balanced Income Portfolio Class R

Voya Balanced Income Portfolio Class R3

T. Rowe Price Extended Equity Market Index Fund

Nuveen Quant Small/Mid Cap Equity Fund Class A

Nuveen Quant Small/Mid Cap Equity Fund Retirement Class

Nuveen Quant Small/Mid Cap Equity Fund Class W

iShares Russell Mid-Cap ETF

First Trust Nasdaq BuyWrite Income ETF

American Century Strategic Allocation Conservative Fund R6 Class

American Century Strategic Allocation Conservative Fund Class R

American Century Strategic Allocation Conservative Fund Class I

Calvert US Mid Cap Core Responsible Index Class A

Fidelity Flex Mid Cap Focused Index Fund

American Century Strategic Allocation Conservative Fund Investor Class

Dimensional Emerging Markets ex China Core Equity ETF

Fidelity Mid Cap Index Fund

Voya Russell Mid Cap Index Portfolio Initial

Voya Russell Mid Cap Index Portfolio S2

SEI Institutional Investment Trust - Large Cap Disciplined Equity Fund Class A

Vanguard US Value Factor ETF

iShares Russell Mid-Cap Index Fund Institutional Class

iShares Russell Mid-Cap Index Fund Class K

Dimensional US Vector Equity ETF

First Trust Multi Cap Value AlphaDEX Fund

Avantis Responsible US Equity ETF

Morgan Stanley Pathway Small-Mid Cap Equity ETF

DFA US Core Equity 2 Portfolio

Virtus AlphaSimplex Global Alternatives Fund Class C

Virtus AlphaSimplex Global Alternatives Fund Class I

AQR Equity Market Neutral Fund Class N

AQR Equity Market Neutral Fund Class R6

Russell Multifactor US Equity Fund Class C

Russell Multifactor US Equity Fund Class M

Russell Multifactor US Equity Fund Class Y

DFA US Social Core Equity 2 Portfolio

Invesco Dividend Achievers ETF

Vanguard High Dividend Yield ETF

Dimensional US Core Equity 2 ETF

iShares Core Dividend ETF

JPMorgan Diversified Fund Class C

JPMorgan Diversified Fund Class R6