ETFs Holding YOU

Cantor Fitzgerald Equity Opportunity Fund Class Y Shares

Marsico Midcap Growth Focus Fund Investor Class

Invesco S&P SmallCap Quality ETF

Hodges Small Cap Growth Fund Class A

Polen 5Perspectives Small Growth Fund Institutional Class

Polen 5Perspectives Small Growth Fund Class Y

Copeland Smid Cap Dividend Growth Fund Class A

Pacer US Small Cap Cash Cows Growth Leaders ETF

S&P SmallCap 600 Pure Growth Fund Class A

S&P SmallCap 600 Pure Growth Fund Class H

Invesco S&P Smallcap 600 Pure Growth ETF

Columbia Integrated Small Cap Growth Fund Class A

State Street SPDR FactSet Innovative Technology ETF

FundX Future Fund Opportunities ETF

SIMT Small Cap Growth Fund Class Y

SIMT Small Cap Growth Fund Class F

Victory Mid-Cap Core Growth Fund Class R6

Victory Mid-Cap Core Growth Fund Class Y

First Trust SMID Cap Rising Dividend Achievers ETF

FT Vest SMID Rising Dividend Achievers Target Income ETF

MFS Blended Research Small Cap Equity Fund Class A

MFS Blended Research Small Cap Equity Fund Class I

MFS Blended Research Small Cap Equity Fund Class R1

MFS Blended Research Small Cap Equity Fund Class R3

MFS Blended Research Small Cap Equity Fund Class R6

Franklin Small Cap Enhanced ETF

Invesco Russell 2000 Dynamic Multifactor ETF

Virtus NFJ Small-Cap Value Fund Class R6

Virtus NFJ Small-Cap Value Fund Class C

Invesco S&P SmallCap Momentum ETF

SIMT Small Cap Fund Class F

SEI Select Small Cap ETF

JPMorgan Small Cap Growth Fund Class R3

JPMorgan Small Cap Growth Fund Class R5

JPMorgan Small Cap Growth Fund Class R2

JPMorgan Small Cap Growth Fund Class C

Franklin US Small Cap Multifactor Index ETF

Applied Finance Explorer Fund Investor Shares

Lord Abbett Developing Growth Fund Class F

Lord Abbett Developing Growth Fund Class P

Lord Abbett Developing Growth Fund Class R5

Lord Abbett Developing Growth Fund Class R6

Lord Abbett Developing Growth Fund Class A

Fidelity Enhanced Small Cap Growth ETF

Hartford Small Company HLS Fund Class IB

John Hancock Variable Insurance Trust Small Stock Trust Series II

John Hancock Variable Insurance Trust Small Stock Trust Series I

VictoryShares Small Cap Free Cash Flow ETF

Janus Henderson Small/Mid Cap Growth Alpha ETF

Janus Henderson Small Cap Growth Alpha ETF

iShares S&P Small-Cap 600 Growth ETF

American Century Small Company Fund I Class

American Century Small Company Fund Class A

American Century Small Company Fund R5 Class

Hartford Multifactor Small Cap ETF

JPMorgan Fundamental Data Science Small Core ETF

Abacus FCF Leaders ETF

Virtus Small-Cap Fund Class R6

Virtus Small-Cap Fund Class C

Truth Social American Security & Defense ETF

Principal U.S. Small-Cap Multi-Factor ETF

Hussman Strategic Allocation Fund

Allspring Disciplined Small Cap Fund Class R6

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

JPMorgan Small Cap Blend Fund Class I

JPMorgan Small Cap Blend Fund Class C

SEI Institutional Investments Trust - Small Cap II Fund Class A

American Century Small Cap Growth Insights ETF

North Square Small Cap Value Fund Investor Class

First Trust Small Cap Growth AlphaDEX Fund

Voya Index Plus SmallCap Portfolio Initial

Goldman Sachs Small Cap Growth Insights Fund Class R6

Goldman Sachs Small Cap Growth Insights Fund Cl C

Goldman Sachs Small Cap Growth Insights Fund Class R

Goldman Sachs Small Cap Growth Insights Fund Class P Shares

Small-Cap Growth ProFund

AQR Small Cap Multi-Style Fund Class R6

AQR Small Cap Multi-Style Fund Class N

SIMT Tax-Managed Small/Mid Cap Fund Class Y

iShares Russell 2000 Growth ETF

DFA - US Small Cap Growth Portfolio

Invesco S&P SmallCap 600 QVM Multi-factor ETF

Vanguard Russell 2000 Growth ETF

Federated Hermes MDT Small Cap Growth Fund Class C

Federated Hermes MDT Small Cap Growth Fund Class R6

iShares MSCI USA Small-Cap Minimum Volatility Factor ETF

Vanguard Tax Managed Small Cap Fund Institutional Plus

iShares US Small-Cap Equity Factor ETF

Horizon Small/Mid Cap Core Equity ETF

iShares Core S&P Small-Cap ETF

State Street SPDR Portfolio S&P 600 Small Cap ETF

BNY Mellon Smallcap Stock Index Fund Class I

Empower S&P Small Cap 600 Index Fund Institutional Class

Empower S&P Small Cap 600 Index Fund Class L

Intech S&P Small-Mid Cap Diversified Alpha ETF

Columbia Small Cap Index Fund Institutional II Class

Columbia Small Cap Index Fund Institutional Class

Barron'S 400 ETF

Russell Investments US Small Cap Equity ETF

S&P SmallCap Index Fund Investor Class

Eventide Small Cap ETF

Goldman Sachs Small Cap Equity Insights Fund Institutional Shares

Goldman Sachs Small Cap Equity Insights Fund Service Shares

Goldman Sachs Small Cap Equity Insights Fund Investor Class

Goldman Sachs Small Cap Equity Insights Fund Class P Shares

AAM Transformers ETF

Strive Small-Cap ETF

Avantis US Small Cap Equity Fund Institutional Class

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

John Hancock Multifactor Small Cap ETF

BNY Mellon US Small Cap Core Equity ETF

Vanguard Explorer Fund Investor Class

JPMorgan BetaBuilders US Small Cap Equity ETF

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class

Global X Russell 2000 ETF

Principal SmallCap S&P 600 Index Fund Institutional Class

Principal SmallCap S&P 600 Index Fund Class R-3

iShares Russell 2000 ETF

AQR Small Cap Momentum Style Fund Class N

AQR Small Cap Momentum Style Fund Class R6

Vanguard Russell 2000 ETF

Innovator US Small Cap Managed Floor ETF

Russell US Small Cap Equity Fund Class Y

Russell US Small Cap Equity Fund Class C

Russell US Small Cap Equity Fund Class R6

Bernstein Small Cap Core Portfolio - SCB

Bernstein Small Cap Core Portfolio-Advisor

Vanguard Morningstar Small-Cap Growth ETF

ProShares Russell 2000 Dynamic Buffer ETF

BlackRock Small Cap Index V.I. Fund Class III

ProShares Russell 2000 High Income ETF

Federated Hermes MDT Small Cap Core Fund Class C

Federated Hermes MDT Small Cap Core Fund Class R6

T Rowe Price Small-Cap Index Fund

VALIC Company I Small Cap Index Fund

Vanguard Russell 2000 Index Fund Institutional

Vanguard Morningstar Small-Cap Growth Index Fund Institutional Class

Venerable Small Cap Index Fund Class V

Vanguard US Momentum Factor ETF

Embark Small Cap Equity Fund Retirement Class

Gotham Absolute Return Fund Institutional Class

Horizon Multi-Factor Small/Mid Cap Fund Investor Class

Vanguard US Multifactor Fund Admiral Shares

Virtus AlphaSimplex Global Alternatives Fund Class C

Virtus AlphaSimplex Global Alternatives Fund Class I

Russell US Small Cap Equity Fund

Goldman Sachs ActiveBeta US Small Cap Equity ETF

Counterpoint Tactical Equity Fund Class A

Counterpoint Tactical Equity Fund Class I

Voya Russell Small Cap Index Portfolio Initial

Voya Russell Small Cap Index Portfolio Advisor Class

Longboard Alternative Growth Fund Class A

Northern Small Cap Index Fund

Nuveen Small Cap Blend Index Fund Class R6

Nuveen Small Cap Blend Index Fund Class I

First Trust Long/Short Equity ETF

iShares US Tech Breakthrough Multisector ETF

DFA US Micro Cap Portfolio

Nationwide Small Cap Index Fund Class R6

Nationwide Small Cap Index Fund Class R

John Hancock Variable Insurance Trust Small Cap Index Trust Series II

Nationwide Small Cap Index Fund Institutional Service Class

Pace Small/Med Company Growth Equity Investments Fund Class A

Russell 2000 1.5x Strategy Fund Class A

Russell 2000 1.5x Strategy Fund Class H

Schwab Small-Cap Index Fund

BlackRock Advantage Small Cap Growth Fund Class R

Fidelity Enhanced Large Cap Growth ETF

ProShares Ultra Russell2000

iShares Morningstar Small-Cap ETF

Fidelity Advisor Small Cap Growth Fund Class C

Fidelity Advisor Small Cap Growth Fund

Fidelity Advisor Small Cap Growth Fund Class Z

Gotham Enhanced Return Fund Institutional Class

Federated Hermes MDT Market Neutral ETF

Goldman Sachs US Tax-Managed Equity Fund