ETFs Holding MA

AB Concentrated Growth Fund

Fidelity SAI Merger Arbitrage Fund

Fidelity Select Financial Services Portfolio

Eaton Vance Atlanta Capital Focused Growth Fund Class C

Eaton Vance Atlanta Capital Focused Growth Fund Class R6

iShares US Financial Services ETF

American Beacon Ninety One International Franchise Fund Class R6

Dunham Focused Large Cap Growth Fund Class A

Dunham Focused Large Cap Growth Fund Class N

PGIM Jennison Financial Services Fund Class R6

PGIM Jennison Financial Services Fund Class R

Direxion Daily Crypto Industry Bull 2X ETF

Ave Maria Growth Fund

NYLI PineStone US Equity Fund Class C

NYLI PineStone US Equity Fund Class A

NYLI PineStone US Equity Fund Class P

Chesapeake Growth Fund

Brown Advisory Global Leaders Fund Investor Class

Amplify Stablecoin Technology Leaders ETF

REX Crypto Equity Premium Income ETF

Principal Focused Blue Chip ETF

The Weitz Funds - LARGE CAP EQUITY FUND Institutional class

Principal Blue Chip Fund Class J

Principal Blue Chip Fund Class C

Principal Blue Chip Fund Class R3

Principal Blue Chip Fund Class R6

Bretton Fund

Vanguard Financials ETF

Fidelity Select FinTech Portfolio

Calvert Equity Fund Class I

Calvert Equity Fund Class C

NorthQuest Capital Fund

T. Rowe Price Financial Services Fund Investor Class

Financials UltraSector ProFund Service Class

The Weitz Funds - Partners III Opportunity Fund Investor Class

Jensen Quality Growth Fund Inc Class I

Jensen Quality Growth Fund Inc Class Y Shares

William Blair Growth Fund Class R6

NYLI PineStone Global Equity Fund Class A

NYLI PineStone Global Equity Fund Class R6

NYLI PineStone Global Equity Fund Class C

Multi Cap Equity Fund Institutional Class

Jensen Quality Growth ETF

Polen Growth Fund Investor Class

MFG Global Sustainable Fund Service Class

AXS FTSE Venture Capital Return Tracker Fund Class A

AXS FTSE Venture Capital Return Tracker Fund Class C

William Blair Large Cap Growth Fund Class R6

Value Line Select Growth Fund Investor Class

Mango Growth ETF

iShares Blockchain and Tech ETF

Saratoga Technology & Communications Portfolio Class A

Saratoga Technology & Communications Portfolio Class I

Vanguard Advice Select Dividend Growth Fund

Polen Capital Global Growth ETF

Monarch Blue Chips Core Index ETF

Saratoga Financial Services Portfolio Class C

Motley Fool 100 Index ETF

Glenmede Strategic Equity Portfolio

AMG Veritas Global Focus Fund Class I

ICON Consumer Select Fund Class S

Brown Advisory Flexible Equity Fund Institutional Class

Brown Advisory Flexible Equity Fund Investor Shs

Thornburg International Growth Fund Class A

Thornburg International Growth Fund Class R3

Thornburg International Growth Fund Class I

Bridges Investment Fund

Dana Unconstrained Equity ETF

Chautauqua Global Growth Fund Investor Class

State Street Galaxy Digital Asset Ecosystem ETF

Motley Fool Global Opportunities ETF

BlackRock Unconstrained Equity Fund Institutional Class

BlackRock Unconstrained Equity Fund Class A

BlackRock Unconstrained Equity Fund Class R

State Street Galaxy Hedged Digital Asset Ecosystem ETF

Impax Large Cap Fund Investor Class

American Beacon Man Large Cap Growth Fund Class A

American Beacon Man Large Cap Growth Fund Investor Class

American Beacon Man Large Cap Growth Fund Y Class

Invesco Global Focus Fund Class R5

Invesco Global Focus Fund Class C

Invesco Global Focus Fund Class R

Gabelli Financial Services Opportunities ETF

Manning & Napier Equity Series Class S

Mirova Global Megatrends Fund Class C

Mirova Global Megatrends Fund Class N

BlackRock International Select Equity Fund Class I

BlackRock International Select Equity Fund Class A

BlackRock International Select Equity Fund Class R

Fidelity SAI US Quality Index Fund

Argent Large Cap ETF

Ave Maria World Equity Fund

Impax Global Social Leaders Fund Institutional Class

Capital Group US Large Growth ETF

American Century Ultra Fund

American Century Ultra Fund R5 Class

American Century Ultra Fund Class C

American Century Ultra Fund I Class

Monarch Blue Chips Elite Index ETF

Auxier Focus Fund Investor Class

Impax Global Opportunities Fund Investor Class

Plumb Equity Fund Class A

Plumb Equity Fund Institutional Class

Hartford Stock HLS Fund Class IB

Marsico Growth Fund Investor Class

Themes Natural Monopoly ETF

JPMorgan Global Select Equity ETF

Guinness Atkinson Global Innovators Fund Institutional Class

American Century Select Fund Class C

American Century Select Fund R Class

American Century Select Fund R5 Class

American Century Select Fund Class A

American Century Select Fund I Class

abrdn US Sustainable Leaders Fund Class A

PGIM Jennison Focused Growth Fund Class R6

PGIM Jennison Focused Growth Fund Class C

State Street Galaxy Transformative Tech Accelerators ETF

Empiric Fund Class C

Manning & Napier ProBlend Maximum Term Series Class R

Manning & Napier ProBlend Maximum Term Series Class I

American Century Growth Fund Class G

American Century Growth Fund Class R

American Century Growth Fund Y Class

American Century Growth Fund Investor Class

American Century Growth Fund C Class

Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R4

Thornburg Investment Trust Small/Mid Cap Growth Fd Cl R3

Thornburg Investment Trust Small/Mid Cap Growth Fd Cl I

Vontobel US Equity Fund Class A

Waycross Focused Core Equity Fund

Archer Focus Fund

Sparrow Growth Fund Class A

PGIM Jennison Focused Growth ETF

Plumb Balanced Fund Class A

Plumb Balanced Fund Institutional

Homestead Growth Fund

John Hancock US Growth Fund Class A

John Hancock US Growth Fund Class C

John Hancock US Growth Fund Class R2

John Hancock Variable Insurance Trust Capital Appreciation Trust Series Nav

John Hancock Variable Insurance Trust Capital Appreciation Trust Series II

Fidelity Equity Growth K6 Fund Class K6

American Century Large Cap Growth ETF

Fidelity Advisor Equity Growth Fund Class C

Fidelity Advisor Equity Growth Fund Class M

Fidelity Advisor Series Equity Growth Fund

Nomura Large Cap Growth Fund Class I

Nomura Large Cap Growth Fund Class C

Nomura Large Cap Growth Fund Class Y

Nuveen Sustainable Core ETF

Principal Large Cap Growth Fund I Class I

Pathfinder Focused Opportunities ETF

MFS Growth Fund Class B

MFS Growth Fund Class R3

MFS Growth Fund Class R4

MFS Growth Fund Class R1

Fidelity Fund Class K

JAG Large Cap Growth Fund Class R

JAG Large Cap Growth Fund Class I

Principal Large Cap Growth Fund I Institutional Class

Principal Large Cap Growth Fund I Class R-5

JPMorgan US Sustainable Leaders Fund Class A

JPMorgan US Sustainable Leaders Fund Class R6

T. Rowe Price Large-Cap Growth Fund Investor Class

Polen Growth & Income Fund Institutional Class

Frank Value Fund Class C

Frank Value Fund

CREF Growth Account Class R3

CREF Growth Account Class R1

Schwab Large Cap Growth Opportunities Fund

AMF Large Cap Equity Fund Class AMF

JPMorgan US Equity Fund Class L

JPMorgan US Equity Fund Class C

JPMorgan US Equity Fund Class R3

JPMorgan US Equity Fund Class I

JPMorgan US Equity Fund Class R5

iShares US Tech Breakthrough Multisector ETF

Rayliant Quantitative Developed Market Equity ETF

Putnam Large Cap Growth Fund Class R

Putnam Large Cap Growth Fund Class A

Putnam Large Cap Growth Fund Class R6