ETFs Holding HALO

Fintrust Income and Opportunity Fund Class A

Tema Oncology ETF

Empiric Fund Class C

Fundstrat Granny Shots US Small- & Mid-Cap ETF

Nomura Healthcare Fund Class A

Nomura Healthcare Fund Class R

Hodges Small Cap Growth Fund Class A

Calamos Phineus Long Short Fund Class C

Calamos Phineus Long Short Fund Class A

Cambiar Small Cap Fund Institutional Class

Janus Henderson Mid Cap Growth Alpha ETF

The Gabelli Healthcare & Wellness RX Trust

Buffalo Small Cap Fund Institutional Class

AMG Renaissance Large Cap Growth Fund Class N

Virtus Silvant Small/Mid Growth ETF

Hodges Small Intrinsic Value Fund Retail Class

One Global ETF

Victory Mid-Cap Core Growth Fund Class R6

Victory Mid-Cap Core Growth Fund Class Y

Meridian Growth Fund Class A

Meridian Growth Fund Investor Class

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

MetLife Small Company Equity Fund Institutional Class

Fuller & Thaler Behavioral Small-Cap Growth Fund Class C

Fuller & Thaler Behavioral Small-Cap Growth Fund Class R6

Fuller & Thaler Behavioral Small-Cap Growth Fund Institutional Class

American Beacon Stephens Small Cap Growth Fund C Class

American Beacon Stephens Small Cap Growth Fund Investor Class

American Beacon Stephens Small Cap Growth Fund

William Blair Small-Mid Cap Growth Fund Class R6

Putnam Small Cap Growth Fund Class A

S&P MidCap 400 Pure Growth Fund Class H

S&P MidCap 400 Pure Growth Fund Class A

Putnam Small Cap Growth Fund Class C

Boston Trust Walden Small Cap Fund

Johnson Opportunity Fund

Johnson Opportunity Fund Class S

Virtus Convertible & Income Fund II

AMG GW&K Small Cap Core Fund Class I

Abacus FCF Innovation Leaders ETF

Pacer US Cash Cows Growth ETF

William Blair Small-Mid Cap Core Fund Class I

LKCM Small Cap Equity Fund Institutional Class

Virtus Diversified Income & Convertible Fund

Rydex Biotechnology Fund Class C

Rydex Biotechnology Fund Investor Class

William Blair Small Cap Growth Fund Class R6

Argent Focused Small Cap ETF

Invesco Discovery Fund Class C

Invesco Discovery Fund Class R

Invesco Discovery Fund Class A

Biotechnology UltraSector ProFund Service Class

James Small Cap Fund

First Trust SMID Growth Strength ETF

Oberweis Global Opportunities Fund Investor Class

Invesco Small Cap Equity Fund Class C

Invesco Small Cap Equity Fund Class R5

Invesco Small Cap Equity Fund Class R

AMG GW&K Small Cap Growth Fund Class Z

AMG GW&K Small Cap Growth Fund Class I

SEGALL BRYANT & HAMILL SMALL CAP CORE FUND Retail Class

AMG GW&K Small/Mid Cap Fund Class I

AMG GW&K Small/Mid Cap Fund Class Z

Nomura Smid Cap Core Fund Class I

Nomura Smid Cap Core Fund Class C

Nomura Smid Cap Core Fund Class R

Dinosaur Lisanti Small Cap Growth Fund

Invesco Health Care Fund Class A

Invesco Health Care Fund Class R

Invesco Health Care Fund Class R6

Hussman Strategic Growth Fund

Disciplined US Equity Portfolio Advisor Class

AlphaCentric Life Sciences and Healthcare Fund Class C

First Trust Active Factor Mid Cap ETF

Invesco Small Cap Growth Fund Class A

Invesco Small Cap Growth Fund Class R6

Invesco Small Cap Growth Fund Class R

Invesco Small Cap Growth Fund Class Y

Domini Impact Equity Fund Institutional Shares

Domini Impact Equity Fund Class Y Shares

Harbor Long-Short Equity ETF

Nomura Small Cap Core Fund Class A

Nomura Small Cap Core Fund Institutional Class

Nomura Small Cap Core Fund Class R6

DWS Small Cap Growth Fund Class C

DWS Small Cap Growth Fund Class S

iShares Biotechnology ETF

AB Discovery Growth Fund Class I

AB Discovery Growth Fund Advisor Class

AAM Sawgrass US Small Cap Quality Growth ETF

Goldman Sachs Small Cap Growth Fund Class P

Goldman Sachs Small Cap Growth Fund Class C

Goldman Sachs Small Cap Growth Fund Class A

NAA Mid Growth Fund Class A

LSV Small Cap Value Fund

VictoryShares Small Cap Free Cash Flow ETF

Janus Henderson Venture Fund Class T

Janus Henderson Venture Fund Class A

Janus Henderson Venture Fund Class N

Pacer US Large Cap Cash Cows Growth Leaders ETF

Boston Partners Small Cap Value Fund II Institutional Class

Boston Partners Small Cap Value Fund II Class R6

Federated Hermes MDT Mid Cap Growth Fund Class C

Federated Hermes MDT Mid Cap Growth Fund Class R6

Victory Multi-Cap Fund Class C

First Trust Mid Cap Growth AlphaDEX Fund

Wisdomtree BioRevolution Fund

Hotchkis & Wiley SMID Cap Diversified Value Fund ETF

Pace Small/Med Company Growth Equity Investments Fund

Applied Finance Explorer Fund Institutional Shares

Oberweis Small-Cap Opportunities Fund Institutional Class

Intech S&P Small-Mid Cap Diversified Alpha ETF

Franklin US Large Cap Equity Fund Class I

American Beacon Stephens Mid Cap Growth Fund Class R5

American Beacon Stephens Mid-Cap Growth Fund Classass A

American Beacon Stephens Mid-Cap Growth Fund Yass Y

Burney US Factor Rotation ETF

US Small Cap Growth ETF

MassMutual Small Cap Growth Equity Fund Class A

MassMutual Small Cap Growth Equity Fund Service Class

MassMutual Small Cap Growth Equity Fund Administrative Class

MassMutual Small Cap Growth Equity Fund Class R5

iShares S&P Mid-Cap 400 Growth ETF

Kennedy Capital Small Cap Growth Fund Class Institutional

DFA - US Small Cap Growth Portfolio

Goldman Sachs Small Cap Value Fund Investor Class

Goldman Sachs Small Cap Value Fund A Shares

Goldman Sachs Small Cap Value Fund Class R6

Goldman Sachs Small Cap Value Fund Class P Shares

JPMorgan Small & Mid Cap Enhanced Equity ETF

Carillon ClariVest Capital Appreciation Fund Class I

Carillon ClariVest Capital Appreciation Fund Class R-6

Fidelity Enhanced Mid Cap Growth ETF

Calamos Convertible Equity Alternative ETF

Bernstein Small Cap Core Portfolio - SCB

Bernstein Small Cap Core Portfolio-Advisor

Victory Diversified Stock Fund Class I Shares

Victory Diversified Stock Fund Class R6

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

John Hancock Disciplined Value Mid Cap Fund Class C

John Hancock Disciplined Value Mid Cap Fund Class A

John Hancock Disciplined Value Mid Cap Fund Class R4

Virtus Dividend, Interest & Premium Strategy Fund

JPMorgan Diversified Return US Mid Cap Equity ETF

AB Small Cap Growth Portfolio

AB Small Cap Growth Portfolio

AB Small Cap Growth Portfolio

WisdomTree US MidCap Fund

Xtrackers S&P MidCap 400 Scored & Screened ETF

SIMT Mid-Cap Fund Class Y

SEI Institutional Investment Trust - Small Cap Fund Class A

Columbia Multi-Manager Large Cap Growth Strategies Fund Institutional Class

Mercer US Small/Mid Cap Equity Fund Class I

Rydex Health Care Fund Class A

Rydex Health Care Fund Class C

NYLI Candriam US Mid Cap Equity ETF

Northern US Quality ESG Fund

Franklin US Mid Cap Multifactor Index ETF

State Street SPDR S&P MIDCAP 400 ETF Trust

Virtus Income & Growth Fund Class A

First Trust Mid Cap Core AlphaDEX Fund

American Century Small Company Fund I Class

American Century Small Company Fund Class A

American Century Small Company Fund R5 Class

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

Victory Aggressive Growth Fund Institutional Class

JPMorgan Diversified Return US Equity ETF

iShares US Small-Cap Equity Factor ETF

Barron'S 400 ETF

Dunham Small Cap Value Fund Class C

Vanguard Explorer Fund Investor Class

iShares MSCI USA Small-Cap Minimum Volatility Factor ETF

Fidelity Mid Cap Growth Index Fund

iShares Russell Midcap Growth ETF

American Century Small Cap Value Insights ETF

Voya Russell Mid Cap Growth Index Portfolio Initial

Voya Russell Mid Cap Growth Index Portfolio Class S

Victory RS Small Cap Growth Fund Class C

Victory RS Small Cap Growth Fund Class A