ETFs Holding EWBC

Saratoga Financial Services Portfolio Class I

Nomura Smid Cap Core Fund Class I

Nomura Smid Cap Core Fund Class C

Nomura Smid Cap Core Fund Class R

Argent Mid Cap ETF

Invesco KBW Bank ETF

Lord Abbett Mid Cap Stock Fund Class C

Lord Abbett Mid Cap Stock Fund Other Class

Lord Abbett Mid Cap Stock Fund Class R3

Lord Abbett Mid Cap Stock Fund Class R

Lord Abbett Mid Cap Stock Fund Class R

William Blair Mid Cap Value Fund Class R6

MoA Mid Cap Value Fund

Emerald Finance and Banking Innovation Fund Class C

Emerald Finance and Banking Innovation Fund Class A

Nuveen Mid Cap Value Opportunities Fund A

Nuveen Mid Cap Value Opportunities Fund I

PGIM Jennison Financial Services Fund Class R6

PGIM Jennison Financial Services Fund Class R

Sterling Capital Mid Cap Relative Value Fund Instl Class

Sterling Capital Mid Cap Relative Value Fund Class C

Nuveen Mid Cap Value Fund Class A

Nuveen Mid Cap Value Fund Class I

Nuveen Mid Cap Value Fund Retirement Class

Nuveen Small Mid Cap Value Fund Class A

Nuveen Small Mid Cap Value Fund Class R

Goldman Sachs Small/Mid Cap Value Fund Class R6

Goldman Sachs Small/Mid Cap Value Fund Investor Class

Goldman Sachs Small/Mid Cap Value Fund Class R

Goldman Sachs Small/Mid Cap Value Fund Class P Shares

Harbor Dividend Growth Leaders ETF

First Trust Nasdaq Bank ETF

NYLI Fiera SMID Growth Fund Institutional Class

NYLI Fiera SMID Growth Fund Class C

PGIM Jennison Small Company Fund Class A

PGIM Jennison Small Company Fund Class C

PGIM Jennison Small Company Fund Class R4

Fidelity Advisor Mid Cap II Fund Class A

Fidelity Advisor Mid Cap II Fund Class I

Fidelity Advisor Mid Cap II Fund Class Z

T. Rowe Price Financial Services Fund Class I

Rydex Banking Fund Class H

Rydex Banking Fund Investor Class

William Blair Small Mid Cap Value Fund Class R6

William Blair Small-Mid Cap Core Fund Class I

Kennedy Capital ESG SMID Cap Fund

Boston Trust SMID Cap Fund

Virtus NFJ Mid-Cap Value Fund Class R6

Virtus NFJ Mid-Cap Value Fund Class C

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

Johnson Opportunity Fund

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

First Trust Rising Dividend Achievers ETF

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

Nuveen ESG Small-Cap ETF

FT Vest SMID Rising Dividend Achievers Target Income ETF

T. Rowe Price Small Cap Stock Fund, Inc Class I

T. Rowe Price Small Cap Stock Fund, Inc Class Z

Fidelity Fundamental Small-Mid Cap ETF

Fidelity Select Financial Services Portfolio

John Hancock Disciplined Value Mid Cap Fund Class I

John Hancock Disciplined Value Mid Cap Fund Class R6

John Hancock Disciplined Value Mid Cap Fund Class R2

VictoryShares US Value Momentum ETF

Banks UltraSector ProFund

Fidelity Advisor Stock Selector Mid Cap Fund Class M

Fidelity Advisor Stock Selector Mid Cap Fund Class A

Fidelity Advisor Stock Selector Mid Cap Fund Class Z

iShares MSCI USA Small-Cap Quality Factor ETF

Direxion Daily Regional Banks Bull 3X ETF

Invesco Global Core Equity Fund Class C

Invesco Global Core Equity Fund Class Y

MFS New Discovery Value Fund Class C

MFS New Discovery Value Fund Class I

MFS New Discovery Value Fund Class R2

MFS New Discovery Value Fund Class R3

MFS New Discovery Value Fund Class R6

T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Advisor class

T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Investor Class

NYLI Candriam US Mid Cap Equity ETF

Green Century Balanced Fund Institutional

MFS Mid Cap Value Fund Class R2

MFS Mid Cap Value Fund Class C

MFS Mid Cap Value Fund Class R3

MFS Mid Cap Value Fund Class R6

NAA Mid Growth Fund Institutional Class

NAA Mid Growth Fund Class C

Virtus US Dividend ETF

Voya Index Plus MidCap Portfolio Initial

Fidelity Enhanced Small Cap Core ETF

Fidelity Quality Factor ETF

Principal Capital Appreciation Fund Class A

Principal Capital Appreciation Fund R-5 Class

Horizon Small/Mid Cap Core Equity ETF

Manning & Napier Disciplined Value Series Class S

Manning & Napier Disciplined Value Series Class Z

Fidelity Flex Mid Cap Focused Index Fund

T. Rowe Price Small Cap Value Fund Investor Class

T. Rowe Price Small Cap Value Fund Z Class

Cromwell Marketfield L/S Fund Class A

Capital Group Dividend Growers ETF

Fidelity Advisor Mid Cap Value Fund Class Z

Fidelity Advisor Mid Cap Value Fund Class C

Fidelity Advisor Mid Cap Value Fund Class M

VALIC Company I Mid Cap Value Fund

AQR LSE Fusion Fund Class N

WisdomTree US MidCap Dividend Fund

State Street SPDR Portfolio S&P 400 Mid Cap ETF

Vanguard S&P Mid-Cap 400 Value ETF

State Street SPDR S&P MIDCAP 400 ETF Trust

T. Rowe Price Integrated US Small-Cap Growth Equity Fund Investor Class

T. Rowe Price Integrated US Small-Cap Growth Equity Fund Advisor class

Vanguard S&P Mid-Cap 400 ETF

Vanguard S&P Mid-Cap 400 Growth ETF

Schwab US Dividend Equity ETF

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

Avantis US Mid Cap Value ETF

Fidelity Advisor Value Fund Class C

Federated Hermes Mid-Cap Index Fund Institutional Class

Fidelity Advisor Value Fund Class M

Fidelity Advisor Value Fund Class Z

Mid-Cap Value ProFund

Empower S&P Mid Cap 400 Index Fund Investor Class

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

Column Mid Cap Fund

Fidelity Value Fund Class K

John Hancock Variable Insurance Trust Mid Index Trust Series Nav

S&P MidCap Index Fund Class K

S&P MidCap Index Fund Investor Class

MoA Mid Cap Equity Index Fund

VALIC Company I Mid Cap Index Fund

BNY Mellon US Mid Cap Core Equity ETF

Columbia Mid Cap Index Fund Institutional II Class

Columbia Mid Cap Index Fund Class A

Transamerica Large Value Opportunities Class R4

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

Fidelity Advisor Value Strategies Fund Class M

Fidelity Advisor Value Strategies Fund Class A

Fidelity Advisor Value Strategies Fund Class K

Mid-Cap ProFund

Rydex Financial Services Fund Class H

Rydex Financial Services Fund Class C

Adasina Social Justice All Cap Global ETF

Fidelity Series Small Cap Opportunities Fund

Morgan Stanley Pathway Small-Mid Cap Equity ETF

Timothy Plan US Large/Mid Cap Core ETF

First Trust Large Cap Value AlphaDEX Fund

Fidelity Advisor Stock Selector Small Cap Fund Class A

Fidelity Advisor Stock Selector Small Cap Fund Class I

Fidelity Low-Priced Stock K6 Fund Class K6

Vanguard Small Cap Value Index Fund Investor Class

Vanguard Small Cap Value Index Fund Institutional

Schwab US Mid Cap ETF

Fidelity Advisor Small Cap Growth Fund Class C

Fidelity Advisor Small Cap Growth Fund

Fidelity Stock Selector Small Cap Fund

Fidelity Small Cap Growth K6 Fund Class K6

Mid-Cap 1.5x Strategy Fund Class C

Fidelity Low-Priced Stock Fund Class A

Fidelity Low-Priced Stock Fund Class I

Fidelity Low-Priced Stock Fund Class Z

Fidelity Low-Priced Stock Fund Class K

Avantis US Large Cap Value ETF

T Rowe Price Mid-Cap Index Fund

T Rowe Price Mid-Cap Index Fund Class Z

ProFunds UltraMid-Cap ProFund Service Class

Fidelity Small-Mid Multifactor ETF

iShares ESG Aware MSCI USA Small-Cap ETF

GuideMark Small/Mid Cap Core Fund Class RS