Vanguard Selected Value Fund Investor Class

ClearBridge Value Fund Class A

ClearBridge Value Fund Class FI

ClearBridge Value Fund Class C

Glenmede Energy Resilience Portfolio

Oakmark Equity and Income Fund Institutional Class

Oakmark Equity and Income Fund Class R6

AB Equity Income Fund Class C

AB Equity Income Fund Inc Advisor Class

Baywood Socially Responsible Fund Institutional Class

LeaderShares AlphaFactor US Core Equity ETF

Disciplined US Value Equity Portfolio

AB Large Cap Value Fund Class C

AB Large Cap Value Fund Advisor Class

Cambria Shareholder Yield ETF

First Trust Preferred Securities and Income Fund Class F

First Trust Preferred Securities and Income Fund Class R3

John Hancock Premium Dividend Fund

Hotchkis & Wiley Large Cap Fundamental Value Fund Class I

Vanguard Windsor Fund

Banks UltraSector ProFund

Fidelity Select Financial Services Portfolio

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

John Hancock Preferred Income Fund III

Hotchkis and Wiley Large Cap Disciplined Value Fund Class A

State Street SPDR ICE Preferred Securities ETF

Oakmark Fund Investor Class

Oakmark Fund Advisor Class

John Hancock Preferred Income Fund II

Natixis Oakmark Fund Class C

Natixis Oakmark Fund Class Y

Hotchkis & Wiley SMID Cap Diversified Value Fund ETF

S&P MidCap 400 Pure Value Fund Class H

S&P MidCap 400 Pure Value Fund Class A

Nomura Opportunity Fund Class C

Nomura Opportunity Fund Class R6

Liberty All-Star Equity Fund

Vanguard Windsor II Fund

SEI QiM US Large Cap Value Active ETF

John Hancock Variable Insurance Trust Small Opportunities Trust Series II

MFS Mid Cap Value Fund Class B

MFS Mid Cap Value Fund Class I

MFS Mid Cap Value Fund Class A

MFS Mid Cap Value Fund Class R4

MFS Mid Cap Value Fund Class R1

T. Rowe Price Global Value Equity Fund Investor Class

Natixis US Equity Opportunities Fund Class C

Natixis US Equity Opportunities Fund Class N

T. Rowe Price Integrated US Large-Cap Value Equity Fund Investor Class

T. Rowe Price Integrated US Large-Cap Value Equity Fund Class I

Fidelity Advisor Value Strategies Fund Class M

Fidelity Advisor Value Strategies Fund Class A

Fidelity Advisor Value Strategies Fund Class K

T. Rowe Price Financial Services Fund Class I

FlexShares Quality Dividend Index Fund

Vanguard S&P Mid-Cap 400 Value ETF

Mid-Cap Value ProFund

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

Nomura Wealth Builder Fund Class R

Nomura Wealth Builder Fund Institutional Class

Vanguard Global Equity Fund Investor Class

Fidelity Advisor Mid Cap Value Fund Class A

Fidelity Advisor Mid Cap Value Fund Class I

Fidelity Advisor Mid Cap Value Fund

American Beacon Large Cap Value Fund Class R5

American Beacon Large Cap Value Fund R6 Class

American Beacon Large Cap Value Fund A Class

American Beacon Large Cap Value Fund Advisor Class

American Beacon Balanced Fund Investor Class

American Beacon Balanced Fund C Class

American Beacon Balanced Fund Advisor Class

Carillon Scout Mid Cap Fund Class A

Carillon Scout Mid Cap Fund Class C

Artisan Value Income Fund Class Advisor

Artisan Value Income Fund Class Institutional

The GDL Fund

Rydex Financial Services Fund Investor Class

Rydex Financial Services Fund Class A

Artisan Mid Cap Value Fund Institutional Class

Calamos Long/Short Equity & Dynamic Income Trust

iShares Preferred and Income Securities ETF

Texas Capital Texas Equity Index ETF

Wilshire Large Company Value Portfolio Fund Institutional Class

BNY Mellon Midcap Index Fund, Inc Class I

Federated Hermes Mid-Cap Index Fund Institutional Class

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

T. Rowe Price Integrated Global Equity Fund Investor Class

Lazard Global Dynamic Multi Asset Portfolio Open Shares

DoubleLine Fortune 500 Equal Weight ETF

PACE Large Company Value Equity Investments Class P

Russell US Strategic Equity Fund

Russell US Strategic Equity Fund Class C

Russell US Strategic Equity Fund Class Y

iShares MSCI USA Equal Weighted ETF

State Street SPDR Portfolio S&P 400 Mid Cap ETF

Mid-Cap ProFund

Dimensional US Targeted Value ETF

Columbia Mid Cap Index Fund Institutional II Class

S&P MidCap Index Fund Class K

Columbia Mid Cap Index Fund Class A

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

Invesco Variable Rate Preferred 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 Investor Class

Fidelity SAI Sustainable Sector Fund

John Hancock Variable Insurance Trust Equity Income Trust Series Nav

John Hancock Variable Insurance Trust Equity Income Trust Series II

T. Rowe Price Equity Income Fund Advisor Class

T. Rowe Price Equity Income Portfolio Class II

T. Rowe Price Equity Income Fund Class I

SEI Institutional Investments Trust - US Equity Factor Allocation Fund Class A

Russell Investments US Small Cap Equity ETF

ProFunds UltraMid-Cap ProFund Service Class

T. Rowe Price Equity Income ETF

Praxis Small Cap Index Fund Class A

Vanguard Small Cap Value Index Fund Investor Class

Vanguard Small Cap Value Index Fund Institutional

Avantis US Large Cap Value ETF

T Rowe Price Mid-Cap Index Fund Institutional Class

American Beacon Diversified Fund

Direxion Daily Mid Cap Bull 3X ETF

Clearwater Core Equity Fund

Russell US Small Cap Equity Fund Class A

Russell US Small Cap Equity Fund Class S

Russell US Small Cap Equity Fund Class M

Mid-Cap 1.5x Strategy Fund Class C

JPMorgan Small & Mid Cap Enhanced Equity ETF

Avantis US Large Cap Value Fund Class G

Putnam US Research Fund Class A

Putnam US Research Fund Class R

AQR Style Premia Alternative Fund Class I

AQR Style Premia Alternative Fund Class N

iShares US Financials ETF

Eaton Vance All Asset Strategy Fund Class C

Fidelity ZERO Extended Market Index Fund

Hotchkis & Wiley Global Value Fund Class I

Hotchkis and Wiley Mid-Cap Value Fund Class Z

SIMT Large Cap Value Fund Class I

SIMT Large Cap Value Fund Class F

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

Cohen & Steers REIT and Preferred and Income Fund, Inc.

Columbia Research Enhanced Value ETF

T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Advisor class

T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Investor Class

Vanguard Extended Market ETF

Dimensional Emerging Markets Sustainability Core 1 ETF

Inspire 500 ETF

Fidelity Extended Market Index Fund

Fidelity Flex Mid Cap Focused Index Fund

John Hancock Opportunistic Fixed Income Fund Class R6

John Hancock Opportunistic Fixed Income Fund Class A

Empower Large Cap Value Fund Investor Class

Empower Large Cap Value Fund Institutional Class

Optimum Small-Mid Cap Value Fund Class A

Optimum Small-Mid Cap Value Fund Class I

Vanguard Small Cap Index Fund Institutional

Vanguard Small Cap Index Fund admiral Class

WisdomTree Global High Dividend Fund

Goldman Sachs US Equity Dividend and Premium Fund Class R6

Goldman Sachs US Equity Dividend and Premium Fund Class A

Goldman Sachs US Equity Dividend and Premium Fund Class C

George Putnam Balanced Fund Class M

George Putnam Balanced Fund Class Y

George Putnam Balanced Fund Class R

Vanguard Financial Index Fund Admiral Shs

Dimensional US Core Equity 1 ETF

Dimensional US Vector Equity ETF

Fidelity Mid Cap Value Index Fund

Mercer US Small/Mid Cap Equity Fund Class I

AQR Alternative Risk Premia Fund Class I

Russell Sustainable Equity Fund Class A

Russell Sustainable Equity Fund Class S

SEI Institutional Investment Trust - Small/Mid Cap Equity Fund Class A