ETFs Holding AFRM

Morgan Stanley Institutional Fund Growth Portfolio Class R6

Morgan Stanley Institutional Fund Growth Portfolio- institutional Class

Morgan Stanley Institutional Fund Growth Portfolio Class L

Global Insight Portfolio Class I

Global Insight Portfolio Class A

Morgan Stanley Insight Fund A

Morgan Stanley Insight Fund Class I

Morgan Stanley Insight Fund t Class R6

Spyglass Growth Fund Institutional Class

Amplify Digital Payments ETF

BlackRock Mid Cap Growth Equity Fund Investor A Class

BlackRock Mid Cap Growth Equity Fund Class R

BlackRock Mid Cap Growth Equity Fund Service Class

Fidelity Enterprise Technology Services Portfolio

Amplify Online Retail ETF

Evolutionary Tree Innovators Fund Class I

Nuveen ESG Mid-Cap Growth ETF

Fidelity Disruptive Finance ETF

iShares FinTech Active ETF

Allspring SMID Cap Growth Fund Class A

Allspring SMID Cap Growth Fund Class R6

Allspring Innovation Fund Class A

NYLI Winslow Large Cap Growth ETF

Baillie Gifford US Equity Growth Fund Class K

Lord Abbett Focused Growth Fund Class C

Lord Abbett Focused Growth Fund Class F3

Lord Abbett Focused Growth Fund Class I

Lord Abbett Focused Growth Fund Class R4

Capital Group US Large Value ETF

Janus Henderson Mid Cap Growth Alpha ETF

Neuberger Berman Mid Cap Growth Fund Institutional Class

Neuberger Berman Mid Cap Growth Fund Investor Class

Neuberger Berman Mid Cap Growth Fund Class A

Neuberger Berman Mid Cap Growth Fund Class R6

Allspring Mid Cap Growth Fund Class A

Allspring Mid Cap Growth Fund Class I

Baird Small/Mid Cap Growth Fund Institutional Class

American Century Mid Cap Growth Impact ETF

Emerald Finance and Banking Innovation Fund Investor Class

Emerald Finance and Banking Innovation Fund Institutional Class

Fidelity SAI Small-Mid Cap 500 Index Fund

Victory RS Mid Cap Growth Fund Member Class

Victory RS Mid Cap Growth Fund Class Y

American Century Heritage Fund Class G

American Century Heritage Fund Class A

American Century Heritage Fund R5 Class

American Century Heritage Fund R Class

American Century Heritage Fund Investor Class

American Funds The New Economy Fund Class C

American Funds The New Economy Fund Class F1

American Funds The New Economy Fund Class A

American Funds The New Economy Fund other Class

American Funds The New Economy Fund Class F3

American Funds The New Economy Fund Other Class

American Funds The New Economy Fund Class R3 Shares

American Funds The New Economy Fund Class R4 Shares

American Funds The New Economy Fund Class R5E

American Funds The New Economy Fund Class R2E

Voya MidCap Opportunities Portfolio Initial

Voya MidCap Opportunities Portfolio Service

First Trust Industrials/Producer Durables AlphaDEX Fund

Fidelity Advisor Series Growth Opportunities Fund

American Funds US Small & Mid Cap Equity Fund Class 529-C

American Funds US Small & Mid Cap Equity Fund Class 529-F-1

American Funds US Small & Mid Cap Equity Fund Class 529-F-3

Lord Abbett Growth Opportunities Fund Class P

Lord Abbett Growth Opportunities Fund Class R4

Lord Abbett Growth Opportunities Fund Class R6

Lord Abbett Growth Opportunities Fund Class A

Lord Abbett Growth Opportunities Fund Class I

American Funds US Small & Mid Cap Equity Fund Class R1

American Funds US Small & Mid Cap Equity Fund Class R2

American Funds US Small & Mid Cap Equity Fund Class R4

American Funds US Small & Mid Cap Equity Fund Class R5E

American Funds US Small & Mid Cap Equity Fund Class A

American Funds US Small & Mid Cap Equity Fund Class F1

American Funds US Small & Mid Cap Equity Fund Class F3

Fidelity Advisor Growth Opportunities Fund Class A

Fidelity Advisor Growth Opportunities Fund Class M

iShares Russell Midcap Growth ETF

Allspring Growth Fund Class A

Allspring Growth Fund Admin Class

First Trust Lunt US Factor Rotation ETF

Capital Group Growth ETF

Vanguard Morningstar Small-Cap Growth ETF

SMALLCAP World Fund Class 529-E

SMALLCAP World Fund Class 529-F1

SMALLCAP World Fund Class 529-F-2

SMALLCAP World Fund Class R-2E

SMALLCAP World Fund Inc Class R-3 Shares

SMALLCAP World Fund Inc Class R-5 Shares

SMALLCAP World Fund Class R5E

SMALLCAP World Fund Class C

SMALLCAP World Fund Class F2

The Growth Fund of America Class A

AMCAP Fund Class F-2

AMCAP Fund Class F-1

AMCAP Fund Class 529-C

AMCAP Fund Class 529-F-1

The Growth Fund of America Class 529-A

The Growth Fund of America Class 529-F-1

The Growth Fund of America Class 529-F-3

AMCAP Fund Class 529-F-3

The Growth Fund of America Class F-3

The Growth Fund of America Class F-1

Osterweis Emerging Opportunity Fund

AMCAP Fund Class R2E

AMCAP Fund Class R-3

AMCAP Fund Class R-5

AMCAP Fund Class R-6

The Growth Fund of America Class R-4

The Growth Fund of America Class R-1

The Growth Fund of America Class R-5E

The Growth Fund of America Class R-2E

Fidelity Growth Strategies Fund Class K

Fidelity Growth Strategies Fund Class A

Fidelity Growth Strategies Fund Class C

Fidelity Growth Strategies Fund Class Z

Neuberger Berman Next Generation Connectivity Fund Inc

Fidelity Flex Mid Cap Index Fund

Fidelity Fundamental Large Cap Growth ETF

Voya Russell Mid Cap Growth Index Portfolio Class S2

Voya MidCap Opportunities Fund Class W

Voya MidCap Opportunities Fund Class R6

Voya MidCap Opportunities Fund Class C

Vanguard Morningstar Small-Cap Growth Index Fund Investor Class

Vanguard Morningstar Small-Cap Growth Index Fund Institutional Class

Virtus Silvant Mid-Cap Growth Fund Class C

Virtus Silvant Mid-Cap Growth Fund Class R6

Rydex Financial Services Fund Investor Class

Rydex Financial Services Fund Class A

T. Rowe Price New Horizons Fund Class I

T. Rowe Price New Horizons Fund

BlackRock Advantage SMID Cap Fund Inc Institutional Class

BlackRock Advantage SMID Cap Fund Inc Class A

BlackRock Advantage SMID Cap Fund Inc Class R

Zacks Small/Mid Cap ETF

iShares Morningstar Mid-Cap Growth ETF

JPMorgan Research Market Neutral Fund Class C

Vanguard Strategic Equity Fund Investor Class

Fidelity Blue Chip Growth ETF

T Rowe Price Mid-Cap Index Fund

T Rowe Price Mid-Cap Index Fund Class Z

Vanguard Extended Market Index Fund Admiral Shs

Vanguard Extended Market Index Fund Institutional

Vanguard Extended Market ETF

Fidelity Mid Cap Growth Index Fund

Vanguard Financials ETF

T. Rowe Price Diversified Mid-Cap Growth Fund Class I

Vanguard US Growth Fund Investor Class

Fidelity ZERO Extended Market Index Fund

JPMorgan US Large Cap Core Plus Fund Class A

JPMorgan US Large Cap Core Plus Fund Class R6

JPMorgan US Large Cap Core Plus Fund Class R2

iShares MSCI USA Size Factor ETF

Fidelity Advisor Mid Cap II Fund Class A

Fidelity Advisor Mid Cap II Fund Class I

Fidelity Advisor Mid Cap II Fund Class Z

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class S

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Advisor Class

JPMorgan US Sustainable Leaders Fund Class C

JPMorgan US Sustainable Leaders Fund Class I

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class R6

Vanguard Market Neutral Fund Investor Shs

BlackRock Advantage SMID Cap V.I. Fund Class III

Vanguard Morningstar Small-Cap ETF

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

iShares Russell Small/Mid-Cap Index Fund Institutional Class

AQR Large Cap Momentum Style Fund Class N

AQR Large Cap Momentum Style Fund Class R6

Fidelity Blue Chip Growth Fund Class A

Fidelity Blue Chip Growth Fund Class C

Fidelity Blue Chip Growth Fund Class Z

Fidelity Blue Chip Growth Fund

Mercer US Small/Mid Cap Equity Fund Class Y3

Praxis Small Cap Index Fund Class A

T. Rowe Price Extended Equity Market Index Fund

iShares Russell Mid-Cap ETF

Inspire 500 ETF

Fidelity Extended Market Index Fund

Vanguard Morningstar Small-Cap Index Fund Investor Class