ETFs Holding HLI

Virtus KAR Mid-Cap Growth Fund A

Virtus KAR Mid-Cap Growth Fund C

Argent Focused Small Cap ETF

ALPS Global Opportunity Portfolio Class III

Virtus KAR Small-Mid Cap Growth Fund Class C

Virtus KAR Small-Mid Cap Growth Fund Class R6

Virtus KAR Small-Mid Cap Value Fund Class C

Virtus KAR Small-Mid Cap Value Fund Class R6

ALPS Global Opportunity Fund Class I

ALPS Global Opportunity Fund Class C

Baron Small Cap Fund Retail Class

Baron Small Cap Fund Inst Shs

GMO Small Cap Quality Fund Class I

GMO Small Cap Quality Fund Class IV

Argent Mid Cap ETF

PGIM Jennison Financial Services Fund Class A

PGIM Jennison Financial Services Fund Class Z

PGIM Jennison Financial Services Fund Class C

Harbor Small Cap Value Fund Investor Class

Harbor Small Cap Value Fund Administrative Class

Baron Generational Growth Fund Inst Shs

Eventide Dividend Growth Fund Class A

Eventide Dividend Growth Fund Class I

Baron Financials ETF

First Trust Dividend Strength ETF

Champlain Mid Cap Fund

FIS Tactical Equity ETF

ClearBridge Mid Cap Fund Class IS

ClearBridge Mid Cap Fund Class C

ClearBridge Mid Cap Fund Class 1

Segall Bryant & Hamill Small Cap Growth Fund Institutional Class

ClearBridge Variable Mid Cap Portfolio Class I

Hilton Small-MidCap Opportunity ETF

Baird Small/Mid Cap Growth Fund Investor Class

VY Baron Growth Portfolio Initial

VY Baron Growth Portfolio Class S

Harbor SMID Cap Core ETF

AMG GW&K Small Cap Growth Fund Class N

First Eagle US Smid Cap Opportunity Fund Class I

First Eagle US Smid Cap Opportunity Fund Class R6

AMG Renaissance Large Cap Growth Fund Class N

Franklin Small Cap Growth Fund Class C

Franklin Small Cap Growth Fund Class R6

Franklin Small Cap Growth Fund Class R

Ancora/Thelen Small Mid-Cap Fund Class I

Opus Small Cap Value ETF

O Shares US Small-Cap Quality Dividend ETF

LKCM Small-Mid Cap Equity Fund

AMG GW&K Small Cap Core Fund Class I

Virtus Silvant Small/Mid Growth ETF

VELA Small Cap Fund Class A

Harbor Mid Cap Fund Institutional Class

Harbor Mid Cap Fund Class R3

NYLI Fiera SMID Growth Fund Institutional Class

NYLI Fiera SMID Growth Fund Class C

Carillon Eagle Mid Cap Growth Fund Class C

Carillon Eagle Mid Cap Growth Fund Class R-6

Eventide Multi-Asset Income Fund Class C

Eventide Multi-Asset Income Fund Class N

Nuveen Mid Cap Growth Opportunities Fund Class I

Nuveen Mid Cap Growth Opportunities Fund Class A

Hartford Schroders US Small Cap Opportunities Fund Class F

Hartford Schroders US Small Cap Opportunities Fund Class R5

Hartford Schroders US Small Cap Opportunities Fund Class Y

Hartford Schroders US Small Cap Opportunities Fund (Class SDR)

Harbor Mid Cap Core ETF

Nomura Mid Cap Growth Fund Class R6

Nomura Mid Cap Growth Fund Class A

Nomura Mid Cap Growth Fund Class Y

Nomura Small Cap Growth Fund Class R6

Nomura Small Cap Growth Fund Class C

Nomura Small Cap Growth Fund Class A

Eaton Vance Atlanta Capital SMID-Cap Fund Class A

Eaton Vance Atlanta Capital SMID-Cap Fund Class I

Eaton Vance Atlanta Capital SMID-Cap Fund Class R

Thrivent Small Cap Growth Fund Class S

Goldman Sachs Small/Mid-Cap Growth Fund Service Class

Goldman Sachs Small/Mid-Cap Growth Fund Inst Cl

Goldman Sachs Small/Mid-Cap Growth Fund Class R

Goldman Sachs Small/Mid-Cap Growth Fund Investor Class

RBC Global Opportunities Fund Class R6

James Small Cap Fund

Grandeur Peak Global Opportunities Fund Investor Class

Thrivent Mid Cap Stock Fund Class S

Neuberger Genesis Fund

Neuberger Genesis Fund Investor Class

Neuberger Genesis Fund Class R6

PGIM Jennison Mid-Cap Growth Fund Class R

PGIM Jennison Mid-Cap Growth Fund Class R2

PGIM Jennison Mid-Cap Growth Fund Class R4

PGIM Jennison Mid-Cap Growth Fund Class R6

Invesco S&P MidCap Low Volatility ETF

First Trust SMID Growth Strength ETF

Vaughan Nelson Small Cap Fund Class C

Vaughan Nelson Small Cap Fund Class N

VictoryShares Dividend Accelerator ETF

NAA SMid Cap Value Fund Class A

NAA SMid Cap Value Fund Institutional Class

Liberty All-Star Growth Fund Inc.

Vanguard Explorer Fund Admiral Shares

Royce Smid-Cap Total Return Fund Service Class

Yorktown Growth Fund Institutional Share Class

Brown Advisory Small Cap Growth Fund Inst Shares

Brown Advisory Small Cap Growth Fund Investor Class

Thrivent Small Cap Value ETF

Fidelity Mid-Cap Stock Fund Class K

Fidelity Mid-Cap Stock Fund Class A

Fidelity Mid-Cap Stock Fund Class I

Fidelity Mid-Cap Stock Fund Class Z

WisdomTree US MidCap Quality Growth Fund

Meridian Growth Fund Class A

Meridian Growth Fund Investor Class

Eventide US Market ETF

Grandeur Peak Global Reach Fund

VALIC Company I Blue Chip Growth Fund

Eventide Small Cap ETF

Russell Tax-Managed US Mid & Small Cap Fund Class M

Russell Tax-Managed US Mid & Small Cap Fund Class C

NAA Mid Growth Fund Class A

Principal SmallCap Growth Fund I Class R6

Principal SmallCap Growth Fund I Class R-3

Principal SmallCap Growth Fund I

Bernstein Small Cap Core Portfolio-Z

WisdomTree Efficient Long/Short US Equity Fund ETF

John Hancock Variable Insurance Trust Small Company Value Trust Series Nav

John Hancock Variable Insurance Trust Small Company Value Trust Series 2

Fidelity Advisor Stock Selector Small Cap Fund Class A

Fidelity Advisor Stock Selector Small Cap Fund Class I

Fidelity Advisor Stock Selector Small Cap Fund Class Z

Xtrackers S&P MidCap 400 Scored & Screened ETF

Adasina Social Justice All Cap Global ETF

Horizon Small/Mid Cap Core Equity ETF

Intech S&P Small-Mid Cap Diversified Alpha ETF

Embark Small Cap Equity Fund Institutional Class

Fidelity Advisor Small Cap Growth Fund Class C

Fidelity Advisor Small Cap Growth Fund

Fidelity Advisor Small Cap Growth Fund Class Z

PGIM Jennison Small Company Fund Class R

PGIM Jennison Small Company Fund Class R6

PGIM Jennison Small Company Fund Class R2

PGIM Jennison Small Company Fund Class Z

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

Morgan Stanley Pathway Small-Mid Cap Equity ETF

Columbia Mid Cap Index Fund Institutional II Class

Columbia Mid Cap Index Fund Institutional Class

S&P MidCap Index Fund Investor Class

VALIC Company I Mid Cap Index Fund

Vanguard Morningstar Small-Cap Growth Index Fund Institutional Class

PGIM Jennison U.S. Core Equity ETF

John Hancock Variable Insurance Trust Mid Index Trust Series II

John Hancock Variable Insurance Trust Mid Cap Index Trust Series I

Mid-Cap ProFund

Empower S&P Mid Cap 400 Index Fund Investor Class

Northern Funds Mid Cap Index Portfolio

Sofi Next 500 ETF

Invesco S&P MidCap 400 QVM Multi-factor ETF

DFA - US Small Cap Growth Portfolio

BlackRock Advantage SMID Cap Fund Inc Class C

BlackRock Advantage SMID Cap Fund Inc Class K

State Street SPDR Russell 1000 Low Volatility Focus ETF

AMCAP Fund Class F-2

AMCAP Fund Class F-1

AMCAP Fund Class 529-C

AMCAP Fund Class 529-F-1

AMCAP Fund Class F-3

AMCAP Fund Class 529-F-2

AMCAP Fund Class R2E

AMCAP Fund Class R-3

AMCAP Fund Class R-5

AMCAP Fund Class R-6

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

iShares S&P Mid-Cap 400 Growth ETF

Mid-Cap Value ProFund

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

Vanguard S&P Mid-Cap 400 Growth ETF

Vanguard S&P Mid-Cap 400 Value ETF

Vanguard Morningstar Small-Cap Growth ETF