ETFs Holding CRM

Allspring LT Large Core ETF

MFS Blended Research Core Equity Fund Class A

MFS Blended Research Core Equity Fund Class C

MFS Blended Research Core Equity Fund Class R3

MFS Blended Research Core Equity Fund Class R6

MFS Blended Research Core Equity Fund Class I

ProShares Ultra Nasdaq Cloud Computing ETF

Advisors Capital Total Return - Equity Fund

Rydex Technology Fund Class H

Rydex Technology Fund Investor Class

Shelton Equity Income Fund Investor Class

Volumetric Fund

VELA Income Opportunities Fund Class I

iShares US Tech Breakthrough Multisector ETF

First Trust Technology AlphaDEX Fund

The Hartford Dividend and Growth Fund Class F

The Hartford Dividend and Growth Fund Class R3

The Hartford Dividend and Growth Fund Class R6

The Hartford Dividend and Growth Fund Class R4

Global X Guru Index ETF

Democratic Large Cap Core ETF

Victory Pioneer Global Equity Fund Class C

Victory Pioneer Global Equity Fund Class R6

State Street Premier Growth Equity V.I.S. Fund Class 1

First Eagle Global Fund Class R6

First Eagle Global Fund Class C

Fidelity Equity Dividend Income Fund Class A

Fidelity Equity Dividend Income Fund Class C

Fidelity Equity Dividend Income Fund Class Z

First Eagle Global Fund Class A

Columbia Seligman Premium Technology Growth Fund

Transamerica Large Core ESG Fund Class A

Transamerica Large Core ESG Fund Class R

Transamerica Large Core ESG Fund Class R6

Columbia Disciplined Core Fund Class A

Columbia Disciplined Core Fund Class Institutional

VanEck Morningstar Wide Moat Fund Class Z

Columbia Disciplined Core Fund Class C

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

Allspring LT Large Growth ETF

ALPS Disruptive Technologies ETF

Hartford Dividend and Growth HLS Fund Class IA

DWS Enhanced Core Equity Fund Class A

DWS Enhanced Core Equity Fund Class C

DWS Enhanced Core Equity Fund Class S

Carillon ClariVest Capital Appreciation Fund Class C

Carillon ClariVest Capital Appreciation Fund Class A

AMG Renaissance Large Cap Growth Fund Class Z

AMG Renaissance Large Cap Growth Fund Class I

Touchstone Balanced Fund Class A

Touchstone Balanced Fund Class R6

Vanguard Information Technology Index Fund Admiral Shs

AB Select US Equity Portfolio

AB Select US Equity Portfolio

American Century US Quality Growth ETF

Fidelity Blue Chip Value ETF

American Century Disciplined Value Fund R5 Class

American Century Disciplined Value Fund A Class

American Century Disciplined Value Fund Investor Class

Invesco S&P 100 Equal Weight ETF

Disciplined US Equity Portfolio Institutional Class

MFS Global Equity Fund Cl R2

MFS Global Equity Fund Class C

MFS Global Equity Fund Class R1

MFS Global Equity Fund Class I

MFS Global Equity Fund Class R5

Nuveen Large Cap Responsible Equity Fund Class A

Nuveen Large Cap Responsible Equity Fund Premier Class

iShares US Equity Factor Rotation Active ETF

Mirova Global Megatrends Fund Class C

Mirova Global Megatrends Fund Class N

First Eagle Fund of America Class I

First Eagle Fund of America Class R6

Russell Equity Income Fund Class Y

Russell Equity Income Fund Class S

The Weitz Funds - Partners III Opportunity Fund Investor Class

Stance Sustainable Beta ETF

AB Global Core Equity Portfolio

AB Global Core Equity Portfolio

ClearBridge Variable Large Cap Growth Portfolio Class I

Steward Covered Call Income Fund Class C

Steward Covered Call Income Fund Class R6

Xtrackers S&P 100 Ex Top 20 ETF

Fidelity Fundamental Large Cap Value ETF

John Hancock Variable Insurance Trust Science & Technology Trust Series Nav

John Hancock Variable Insurance Trust Science & Technology Trust Series I

Bridge Builder Large Cap Growth Fund

Massachusetts Investors Trust Cl R2

Massachusetts Investors Trust Class B

Massachusetts Investors Trust Class R1

Massachusetts Investors Trust Class A

Massachusetts Investors Trust Class I

Federated Hermes MDT Large Cap Growth Fund Class C

Federated Hermes MDT Large Cap Growth Fund Class R6

NAA Large Core Fund Class C

State Street US Core Equity Fund

Victory Growth Fund Class Fund shares

Capital Group Dividend Value ETF

Victory Pioneer Disciplined Value Fund Class A

Victory Pioneer Disciplined Value Fund Class R6

PGIM Quant Solutions Large-Cap Value Fund Class R

PGIM Quant Solutions Large-Cap Value Fund Class A

PGIM Quant Solutions Large-Cap Value Fund Class C

Wilshire Large Company Value Portfolio Fund Investment Class

State Street Institutional US Equity Fund Investment Class

Touchstone Dividend Equity Fund-Institutional Class

Touchstone Dividend Equity Fund-Class A

Touchstone Dividend Equity Fund-Class Y

Wilshire Large Company Value Portfolio Fund Institutional Class

Hartford Balanced HLS Fund Class IA

iShares MSCI USA Value Factor ETF

iShares MSCI USA Minimum Volatility Factor ETF

John Hancock Variable Insurance Trust Equity Income Trust Series Nav

John Hancock Variable Insurance Trust Equity Income Trust Series II

Fidelity US Low Volatility Equity Fund

MassMutual Blue Chip Growth Fund Administrative class

MassMutual Blue Chip Growth Fund Class R5

MassMutual Blue Chip Growth Fund Service Class

MassMutual Blue Chip Growth Fund Class Y

T. Rowe Price Equity Income Fund Investor Class

T. Rowe Price Equity Income Fund-R Class

T. Rowe Price Large-Cap Value Fund Investor Class

Convergence Long/Short Equity ETF

T. Rowe Price Equity Income Portfolio

Bridge Builder Large Cap Value Fund

Columbia Large Cap Enhanced Core Fund Institutional Class III

Columbia Large Cap Enhanced Core Fund Class S

Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF

American Funds The New Economy Fund Class C

American Funds The New Economy Fund Class F1

American Century Value Fund Class R6

American Century Value Fund Class R

American Funds The New Economy Fund Class C

American Funds The New Economy Fund other Class

American Funds The New Economy Fund Class 529-F-2

American Funds The New Economy Fund Class 529-F-3

AMF Large Cap Equity Fund Class H

American Funds The New Economy Fund Class R1 Shares

American Funds The New Economy Fund Class R2 Shares

American Funds The New Economy Fund Class R5 Shares

American Funds The New Economy Fund Class R6

American Century Value Fund Class A

Brookstone Growth Stock ETF

Boston Partners Long/Short Equity Fund Investor Class

Fidelity Value Factor ETF

Nomura Asset Strategy Fund Class R6

Wisdomtree Technology And Innovation 100 Digital Fund

Nomura Asset Strategy Fund Class A

Global X NYSE 100 ETF

American Beacon Balanced Fund Investor Class

American Beacon Balanced Fund C Class

American Beacon Balanced Fund Advisor Class

Columbia Seligman Technology and Information Fund Class S

Columbia Seligman Technology and Information Fund Class I3

VY Invesco Equity and Income Portfolio Advisor Class

VY Invesco Equity and Income Portfolio Class S

John Hancock Funds II Equity Income Fund Class A

John Hancock Funds II Equity Income Fund Class 1

Large Cap Value ProFund Service

MFS Research Fund Class C

MFS Research Fund Class R1

MFS Research Fund Class R4

MFS Research Fund Class I

MFS Total Return Fund Class R1

MFS Total Return Fund Class R4

MFS Research Fund Cl R2

MFS Total Return Fund Class I

MFS Total Return Fund Cl R2

Principal Equity Income Fund Class J

Principal Equity Income Fund Class R-3

Principal Equity Income Fund Class A

Columbia Seligman Technology and Information Fund Class R

Columbia Seligman Technology and Information Fund Class A

Knights of Columbus Large Cap Growth Fund S Class

SEI Institutional Investment Trust - Large Cap Disciplined Equity Fund Class A

SIMT Large Cap Fund Class Y

State Street SPDR S&P Software & Services ETF

Victory Diversified Stock Fund Class R

AQR LSE Fusion Fund Class N

Victory Diversified Stock Fund Class A

Victory Diversified Stock Fund Class C

Victory Diversified Stock Fund Class Y

Invesco VI Equity and Income Fund Series II