ETFs Holding IEX

The Weitz Funds - LARGE CAP EQUITY FUND Investor class

WCM Mid Cap Quality Value Fund Class Institutional

WCM Mid Cap Quality Value Fund Class Y

Global X US Infrastructure Development ETF

Equity Income Portfolio

Monarch Volume Factor Dividend Tree Index ETF

Invesco Global Water ETF

Nicholas II Fund Class I

Nationwide Geneva Mid Cap Growth Fund Class A

Nationwide Geneva Mid Cap Growth Fund Class R6

Transamerica Sustainable Equity Income Class C

Transamerica Sustainable Equity Income Class I

Multi Cap Equity Fund Institutional Class

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

Champlain Mid Cap Fund Insti Cl

NYLI WMC Enduring Capital Fund Class R6

NYLI WMC Enduring Capital Fund Class C

NYLI WMC Enduring Capital Fund Class A

LKCM Aquinas Catholic Equity Fund

CLARKSTON FUND

Johnson Equity Income Fund Class S

Nuveen Small Mid Cap Value Fund Class A

Nuveen Small Mid Cap Value Fund Class R

Weitz Conservative Allocation Fund Investor Class

Virtus Duff & Phelps Water Fund Class A

Virtus Duff & Phelps Water Fund Institutional Class

VanEck Morningstar Wide Moat Fund Class I

Victory Sycamore Established Value Fund Class R

Victory Sycamore Established Value Fund Class C

Victory Sycamore Established Value Fund Class Y

Calvert Equity Fund Class I

Calvert Equity Fund Class C

The Hartford Mid Cap Value Fund Class C

The Hartford Mid Cap Value Fund Class F

The Hartford Mid Cap Value Fund Class I

The Hartford Mid Cap Value Fund Class R5

The Hartford Mid Cap Value Fund Class Y

Optimum Small-Mid Cap Value Fund Class A

Optimum Small-Mid Cap Value Fund Class I

Eventide Dividend Growth Fund Class C

Eventide Dividend Growth Fund Class N

The Hartford Equity Income Fund Class A

The Hartford Equity Income Fund Class R3

The Hartford Equity Income Fund Class R5

The Hartford Equity Income Fund Class Y

Clarkston Founders Fund Founders Class

RMB Fund Class I

RMB Fund Class C

Thrivent Mid Cap Stock Fund Class A

Nuance Mid Cap Value Fund Investor Cl

Nuance Mid Cap Value Fund

Gabelli Equity Trust

VanEck Morningstar Wide Moat Value ETF

Aristotle Small/Mid Cap Equity Fund Class I2

Aristotle Small/Mid Cap Equity Fund Class A

Heartland Value Plus Fund Insti Class Shs

JPMorgan SMID Cap Equity Fund Class C

JPMorgan SMID Cap Equity Fund Class I

JPMorgan SMID Cap Equity Fund Class R6

Themes US Infrastructure ETF

Eaton Vance Global Equity Income Fund Class A

Eaton Vance Global Equity Income Fund Class I

Vanguard Capital Opportunity Fund

Brown Advisory Small Cap Growth Fund Inst Shares

Brown Advisory Small Cap Growth Fund Investor Class

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

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

Eventide Multi-Asset Income Fund Class A

Eventide Multi-Asset Income Fund Class I

Voya Multi-Manager Mid Cap Value Fund Class I

Vanguard PRIMECAP Core Fund Investor Shs

NYLI Candriam US Mid Cap Equity ETF

Janus Henderson Mid Cap Value Fund Class R

Janus Henderson Mid Cap Value Fund Class N

Janus Henderson Mid Cap Value Fund Class I

Janus Henderson Mid Cap Value Fund Class S

Goldman Sachs Mid Cap Value Fund Class A Shares

Goldman Sachs Mid Cap Value Fund Investor Class

Goldman Sachs Mid Cap Value Fund Class R

Goldman Sachs Mid Cap Value Fund Institutional Class

The Gabelli Asset Fund

The Gabelli Asset Fund

Eaton Vance Global Income Builder Fund Class A

Eaton Vance Global Income Builder Fund Class I

JPMorgan Fundamental Data Science Mid Core ETF

The Hartford Balanced Income Fund Class F

The Hartford Balanced Income Fund Class I

The Hartford Balanced Income Fund Class R-3

The Hartford Balanced Income Fund Class Y

The Hartford Balanced Income Fund Class R-4

RockCreek Global Equality ETF

Calvert Global Water Fund Class C

MFS Intrinsic Equity Fund Class C

MFS Intrinsic Equity Fund Class R1

MFS Intrinsic Equity Fund Class R3

MFS Intrinsic Equity Fund Class R6

Bridge Builder Small/Mid Cap Growth Fund

BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares

Vanguard Wellesley Income Fund Admiral Shares

Fidelity Enhanced Mid Cap Core ETF

Vanguard PRIMECAP Fund Admiral Shares

Vanguard Small Cap Value ETF

Vanguard Small Cap Value Index Fund admiral Class

JPMorgan BetaBuilders US Mid Cap Equity ETF

American Century Mid Cap Value Fund Class G

American Century Mid Cap Value Fund Investor Class

American Century Mid Cap Value Fund Class R5

American Century Mid Cap Value Fund Class Y

VY American Century Small-Mid Cap Value Portfolio Initial

VY American Century Small-Mid Cap Value Portfolio Class S

JPMorgan Research Market Neutral Fund Class A

JPMorgan Research Market Neutral Fund Class I

The Gabelli Small Cap Growth Fund Class I

The Gabelli Small Cap Growth Fund

Schwab US Mid Cap ETF

Principal MidCap Value Fund Class R5

Principal MidCap Value Fund I

Principal MidCap Value Fund Class J

WisdomTree US AI Enhanced Value Fund

Hartford Capital Appreciation Fund Class C

Hartford Capital Appreciation Fund Class Y

Hartford Capital Appreciation Fund Cl R4

Hartford Capital Appreciation Fund Class I

Hartford Capital Appreciation Fund Class R6

Manning & Napier Disciplined Value Series Class W

Manning & Napier Disciplined Value Series Class I

Vanguard Growth and Income Fund Investor Shares

Praxis Small Cap Index Fund Class I

iShares Morningstar Small-Cap ETF

Vanguard Industrials ETF

Industrials Ultra Sector ProFund Service Class

VictoryShares US 500 Volatility Weighted ETF

First Trust Industrials/Producer Durables AlphaDEX Fund

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

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

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

Victory Extended Market Index Fund Class Fund shares

iShares MSCI USA Size Factor ETF

Mercer US Small/Mid Cap Equity Fund Class Y3

Principal SmallCap Growth Fund I Class R6

Principal SmallCap Growth Fund I Class R-3

Principal SmallCap Growth Fund I

John Hancock Multifactor Mid Cap ETF

Invesco S&P 500 Equal Weight ETF

Vanguard Small Cap ETF

State Street SPDR Russell 1000 Low Volatility Focus ETF

Horizon Multi-Factor US Equity Fund Investor Class

Invesco Equally-Weighted S&P 500 Fund Cl R6

Invesco Equally-Weighted S&P 500 Fund Class A

Invesco Equally-Weighted S&P 500 Fund Class R

Vanguard Small Cap Index Fund Institutional Plus

Baron Asset Fund Retail Class

Baron Asset Fund R6 Shares

iShares US Industrials ETF

Voya Infrastructure Industrials and Materials Fund

ProShares Ultra Industrials

Fidelity Advisor Hedged Equity Fund

Fidelity Advisor Hedged Equity Fund Class I

Fidelity Advisor Hedged Equity Fund Class Z

iShares Global Industrials ETF

Calvert US Mid-Cap Core Responsible Index ETF

Columbia Multi-Manager Directional Alternative Strategies Fund Institutional Class

Calvert US Mid Cap Core Responsible Index Class R6

Calvert US Mid Cap Core Responsible Index Class I

Pacer US Export Leaders ETF

Meeder Muirfield Fund Retail Class

Morningstar US Equity Fund Institutional Class

iShares Russell Mid-Cap ETF

Fidelity Mid Cap Index Fund

Schwab US Mid-Cap Index Fund

iShares Russell Mid-Cap Index Fund Investor A Class

PIMCO RAFI Dynamic Multi-Factor US Equity ETF