Mutual Funds Holding BURL

PGIM Jennison Mid-Cap Growth Fund Class R2

PGIM Jennison Mid-Cap Growth Fund Class R4

PGIM Jennison Mid-Cap Growth Fund Class R6

Saratoga Mid Capitalization Portfolio Class A

Geneva SMID Cap Growth Fund Class Institutional

Tributary Small/Mid Cap Fund Institutional Class

Victory RS Mid Cap Growth Fund Member Class

Victory RS Mid Cap Growth Fund Class Y

RBC SMID Cap Growth Fund Class R6

RBC SMID Cap Growth Fund Class I

Calvert Small/Mid-Cap Fund Class A

Nationwide Geneva Mid Cap Growth Fund Class A

Nationwide Geneva Mid Cap Growth Fund Class R6

Allspring Mid Cap Growth Fund Class R6

ClearBridge Mid Cap Growth Fund Class A

ClearBridge Mid Cap Growth Fund Class C

ClearBridge Mid Cap Growth Fund Class R

Victory RS Select Growth Fund Class A

Victory RS Select Growth Fund Class R6

Marsico Midcap Growth Focus Fund Class Institutional

Janus Henderson Small-Mid Cap Value Fund Class D

Janus Henderson Small-Mid Cap Value Fund Class T

Janus Henderson Small-Mid Cap Value Fund Class A

Janus Henderson Small-Mid Cap Value Fund Class N

Franklin Small - Mid Cap Growth Fund Class A

Franklin Small -Mid Cap Growth Fund Advisor Class

AMG GW&K Small/Mid Cap Fund Class I

AMG GW&K Small/Mid Cap Fund Class Z

American Beacon Stephens Mid Cap Growth Fund Class R6

American Beacon Stephens Mid-Cap Growth Fund Classass C

American Beacon Stephens Mid Cap Growth Fund Investor Class

Nicholas II Fund Class N

T. Rowe Price Mid-Cap Growth Fund Investor Class

T. Rowe Price Mid-Cap Growth Fund-R Class

Carillon Chartwell Small Cap Fund Class A

Carillon Chartwell Small Cap Fund Class R-6

Empower T. Rowe Price Mid Cap Growth Fund Institutional Class

T. Rowe Price Mid-Cap Growth Portfolio

T. Rowe Price Institutional Mid-Cap Equity Growth Fund

MFS Mid Cap Growth Fund Class A

MFS Mid Cap Growth Fund Class C

MFS Mid Cap Growth Fund Class R3

MFS Mid Cap Growth Fund Class R4

Allspring SMID Cap Growth Fund Class A

Allspring SMID Cap Growth Fund Class R6

Carillon Chartwell Small Cap Growth Fund Class A

Carillon Chartwell Small Cap Growth Fund Class I

MassMutual Mid Cap Growth Fund Class A

MassMutual Mid Cap Growth Fund Class R3

MassMutual Mid Cap Growth Fund Class I

MassMutual Mid Cap Growth Fund Administrative Class

CRM Mid Cap Value Fund-Institutional Shares

CRM Long/Short Opportunities Fund Institutional Class

Rydex Retailing Fund Class C

Rydex Retailing Fund Class A

Voya MidCap Opportunities Portfolio Initial

Voya MidCap Opportunities Portfolio Service

JPMorgan Mid Cap Growth Fund Class I

JPMorgan Mid Cap Growth Fund Class R6

JPMorgan Mid Cap Growth Fund Class R2

JPMorgan Mid Cap Growth Fund Class C

ClearBridge Select Fund Class R

Columbia Select Mid Cap Value Fund Class C

Columbia Select Mid Cap Value Fund Institutional Class III

ClearBridge Select Fund Class I

ClearBridge Select Fund Class C

ClearBridge Select Fund Class IS

Columbia Select Mid Cap Value Fund Class S

Eaton Vance Focused Growth Opportunities Fund Class C

MFS Global New Discovery Fund Class A

MFS Global New Discovery Fund Class I

MFS Global New Discovery Fund Class R2

MFS Global New Discovery Fund Class R6

MFS Global New Discovery Fund Class R4

Alger Mid Cap Growth Institutional Fund Class Z-2

Carillon Eagle Mid Cap Growth Fund Class A

Carillon Eagle Mid Cap Growth Fund Class I

Allspring Common Stock Fund Institutional

Allspring Common Stock Fund Class R6

Voya MidCap Opportunities Fund Class R

Voya MidCap Opportunities Fund Class A

Voya MidCap Opportunities Fund Class I

JPMorgan Research Market Neutral Fund Class A

JPMorgan Research Market Neutral Fund Class I

Janus Henderson Mid Cap Value Fund Class A

Janus Henderson Mid Cap Value Fund Class T

Janus Henderson Mid Cap Value Fund Class C

Janus Henderson Mid Cap Value Fund Class D

Victory RS Growth Fund Class C

Alger Mid Cap Growth Fund Class B

Alger Mid Cap Growth Fund Class A

Alger Mid Cap Growth Portfolio Class I2

JPMorgan US Large Cap Core Plus Fund Class R5

JPMorgan US Large Cap Core Plus Fund Class I

JPMorgan US Large Cap Core Plus Fund Class C

NAA Mid Growth Fund Institutional Class

NAA Mid Growth Fund Class C

JPMorgan SMID Cap Equity Fund Class A

JPMorgan SMID Cap Equity Fund Class R3

Virtus Silvant Mid-Cap Growth Fund Institutional Class

Virtus Silvant Mid-Cap Growth Fund Class A

Goldman Sachs Large Cap Growth Insights Fund Institutional Shares

Goldman Sachs Large Cap Growth Insights Fund Class A

Goldman Sachs Large Cap Growth Insights Fund Class R6

Goldman Sachs Large Cap Growth Insights Fund Class P Shares

Archer Multi Cap Fund

JPMorgan US Sustainable Leaders Fund Class C

JPMorgan US Sustainable Leaders Fund Class I

John Hancock Balanced Fund Class R6

John Hancock Balanced Fund Class R5

Empower Small Cap Growth Fund Investor Class

John Hancock Balanced Fund Class C

AMG Frontier Small Cap Growth Fund Class I

AMG Frontier Small Cap Growth Fund Class Z

BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares

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

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

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

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

Allspring Opportunity Fund Class A

Allspring Opportunity Fund institutional

Calvert Balanced Fund Class I

Calvert Balanced Fund Class C

SIMT Small Cap Growth Fund Class Y

SIMT Small Cap Growth Fund Class F

DWS Small Cap Growth Fund Class C

DWS Small Cap Growth Fund Class S

Eaton Vance Growth Fund Class A

Eaton Vance Growth Fund Class R

Bridge Builder Small/Mid Cap Value Fund

DWS Capital Growth Fund Class A

DWS Capital Growth Fund Class Institutional

Fidelity Mid Cap Growth Index Fund

SIMT Tax-Managed Small/Mid Cap Fund Class Y

PGIM Jennison Small Company Fund Class R

PGIM Jennison Small Company Fund Class R6

PGIM Jennison Small Company Fund Class R2

PGIM Jennison Small Company Fund Class Z

Vanguard Explorer Fund Admiral Shares

Janus Henderson Enterprise Fund Class D

Janus Henderson Enterprise Fund Class N

Janus Henderson Enterprise Fund Class C

Janus Henderson Enterprise Fund Class I

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

Empower S&P Mid Cap 400 Index Fund Investor Class

T. Rowe Price Mid-Cap Value Fund-R Class

T. Rowe Price Mid-Cap Value Fund Investor Class

T. Rowe Price Mid-Cap Value Fund Class Z

John Hancock Variable Insurance Trust Mid Index Trust Series Nav

John Hancock Variable Insurance Trust Mid Value Trust Series II

John Hancock Variable Insurance Trust Mid Value Trust Series I

MoA Mid Cap Equity Index Fund

BNY Mellon Research Growth Fund Inc Class Y

BNY Mellon Research Growth Fund Inc Class C

JPMorgan Equity Premium Income Fund Class C

JPMorgan Equity Premium Income Fund Class I

JPMorgan Equity Premium Income Fund Class R6

Voya Russell Mid Cap Growth Index Portfolio Class S2

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

Optimum Small-Mid Cap Growth Fund Class A

Optimum Small-Mid Cap Growth Fund Class I

Goldman Sachs US Equity Insights Fund Class P Shares

Goldman Sachs US Equity Insights Fund Class R6

Goldman Sachs US Equity Insights Fund Cl R

Goldman Sachs US Equity Insights Fund Class C Shares

Columbia Mid Cap Index Fund Institutional II Class

Principal MidCap S&P 400 Index Fund Institutional Class

Columbia Mid Cap Index Fund Class A

Principal MidCap S&P 400 Index Fund Class J

Principal MidCap S&P 400 Index Fund R-3 Class

AQR LSE Fusion Fund Class N

S&P MidCap Index Fund Investor Class

Victory Growth Fund Class Fund shares

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

BNY Mellon Midcap Index Fund, Inc Investor Class