Mutual Funds Holding WSO

Virtus KAR Small-Mid Cap Core Fund Class A

Virtus KAR Small-Mid Cap Core Fund Class I

Heartland Mid Cap Value Fund Institutional Class

Conestoga SMid Cap Fund Investors Class

Hamlin High Dividend Equity Fund Institutional Class

Nomura Mid Cap Income Opportunities Fund Class A

Nomura Mid Cap Income Opportunities Fund Class I

Nomura Mid Cap Income Opportunities Fund Class R6

NYLI WMC Enduring Capital Fund Class R6

NYLI WMC Enduring Capital Fund Class C

NYLI WMC Enduring Capital Fund Class A

Cambiar SMID Fund Investor Class

Davenport Equity Opportunities Fund

Virtus KAR Equity Income Fund Class C

Virtus KAR Equity Income Fund Class R6

Ave Maria Value Focused Fund

WCM Mid Cap Quality Value Fund Class Investor

Dearborn Partners Rising Dividend Fund Class A

Dearborn Partners Rising Dividend Fund Class I

Baird Small/Mid Cap Growth Fund Institutional Class

Geneva SMID Cap Growth Fund Class Institutional

Nationwide Geneva Mid Cap Growth Fund Institutional Service Class

Baillie Gifford US Equity Growth Fund Institutional Class

Davenport Balanced Income Fund

Riverbridge Growth Fund Investor Class

AMG River Road Dividend All Cap Value Fund Class N

AMG River Road Dividend All Cap Value Fund Class Z

Intrepid Capital Fund Insti Class Shares

Voya MI Dynamic SMID Cap Fund Class A

Voya MI Dynamic SMID Cap Fund Class I

Voya MI Dynamic SMID Cap Fund Class W

Transamerica Sustainable Equity Income Class C

Transamerica Sustainable Equity Income Class I

Goldman Sachs Large Cap Value Insights Fund Service Shares

Goldman Sachs Large Cap Value Insights Fund Class C

Goldman Sachs Large Cap Value Insights Fund Class R

Goldman Sachs Large Cap Value Insights Fund Class R6

Federated Hermes Strategic Dividend Growth Fund, Inc. Class R

Federated Hermes Strategic Dividend Growth Fund, Inc. Institutional Class

Federated Hermes Strategic Dividend Growth Fund, Inc. Class F

Empower Mid Cap Value Fund Invoice Class

abrdn US Sustainable Leaders Fund Institutional Class

abrdn US Sustainable Leaders Fund Institutional Service 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

Mid-Cap Value ProFund

Marsico Midcap Growth Focus Fund Class Institutional

Goldman Sachs Small Cap Growth Fund Class P

Goldman Sachs Small Cap Growth Fund Class C

Goldman Sachs Small Cap Growth Fund Class A

Principal Small-MidCap Dividend Income Fund Class A

Principal Small-MidCap Dividend Income Fund Class R6

Goldman Sachs Rising Dividend Growth Fund Class P

Goldman Sachs Rising Dividend Growth Fund Class C

Goldman Sachs Rising Dividend Growth Fund Investor Class

Goldman Sachs Rising Dividend Growth Fund Institutional Class

NYLI Epoch Global Equity Yield Fund Investor Class

NYLI Epoch Global Equity Yield Fund Class R6

Goldman Sachs US Equity Insights Fund Institutional Class

Goldman Sachs US Equity Insights Fund Service Shs

Goldman Sachs US Equity Insights Fund Class A

Goldman Sachs US Equity Insights Fund Investor Class

Fidelity Select Industrials

Neuberger Genesis Fund

Neuberger Genesis Fund Investor Class

Neuberger Genesis Fund Class R6

Fidelity Equity Dividend Income Fund Class K

Fidelity Equity Dividend Income Fund Class M

Fidelity Equity Dividend Income Fund Class I

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

Fidelity Growth & Income Portfolio Class A

Fidelity Growth & Income Portfolio Class C

Fidelity Growth & Income Portfolio Class I

Fidelity Growth & Income Portfolio

John Hancock Global Shareholder Yield Fund Class R6

John Hancock Global Shareholder Yield Fund Class C

John Hancock Global Shareholder Yield Fund Class I

Fidelity Mid-Cap Stock Fund Class M

Fidelity Mid-Cap Stock Fund Class C

Fidelity Mid-Cap Stock Fund

Vanguard US Growth Fund admiral class

MSIF Permanence Portfolio Class I

MSIF Permanence Portfolio Class R6

MFS Intrinsic Equity Fund Class C

MFS Intrinsic Equity Fund Class R1

MFS Intrinsic Equity Fund Class R3

MFS Intrinsic Equity Fund Class R6

Brown Advisory Flexible Equity Fund Institutional Class

Brown Advisory Flexible Equity Fund Investor Shs

S&P MidCap Index Fund Investor Class

Columbia Mid Cap Index Fund Institutional II Class

Columbia Mid Cap Index Fund Class A

VALIC Company I Mid Cap Index Fund

Vanguard Small Cap Growth Index Fund Institutional

BNY Mellon Midcap Index Fund, Inc Class I

Principal MidCap S&P 400 Index Fund Institutional Class

NYLI Income Builder Fund Simple Class

NYLI Income Builder Fund Class I

BNY Mellon Midcap Index Fund, Inc Investor Class

Principal MidCap S&P 400 Index Fund Class J

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

John Hancock Variable Insurance Trust Mid Index Trust Series Nav

Empower S&P Mid Cap 400 Index Fund Class L

Empower S&P Mid Cap 400 Index Fund Institutional Class

MoA Mid Cap Equity Index Fund

Columbia Dividend Opportunity Fund Class S

Columbia Dividend Opportunity Fund Class I3

Columbia Dividend Opportunity Fund Class I2

Mid-Cap ProFund

SIMT Small Cap Growth Fund Class Y

SIMT Small Cap Growth Fund Class F

Federated Hermes Mid-Cap Index Fund Institutional Class

Virtus Tactical Allocation Fund Class A

Virtus Tactical Allocation Fund Class I

Fidelity Advisor Strategic Dividend & Income Fund Class A

Fidelity Advisor Strategic Dividend & Income Fund Class Z

Fidelity Advisor Strategic Dividend & Income Fund Class I

BNY Mellon Mid Cap Multi-Strategy Fund Investor Shares

Mid-Cap 1.5x Strategy Fund Class A

Mid-Cap 1.5x Strategy Fund Class H

T Rowe Price Mid-Cap Index Fund Institutional Class

ProFunds UltraMid-Cap ProFund Investor Class

AQR Large Cap Momentum Style Fund Class I

AQR Large Cap Momentum Style Fund Class R6

Goldman Sachs US Tax-Managed Equity Fund

Goldman Sachs US Tax-Managed Equity Fund Class R6

Goldman Sachs US Tax-Managed Equity Fund Institutional Class

Goldman Sachs US Tax-Managed Equity Fund Class P

Capital Income Builder Fund (US) Other Class

Capital Income Builder Fund (US) Class C

Capital Income Builder Fund (US) 529-A Shares

Capital Income Builder Fund (US) Class 529-E Shares

Capital Income Builder Fund (US) Class 529-F-2

Fidelity Advisor Mid Cap II Fund Class C

Fidelity Advisor Mid Cap II Fund Class M

Capital Income Builder Fund (US) Class 529-F-3

Capital Income Builder Fund (US) Retirement Class

Capital Income Builder Fund (US) Retirement Class

Capital Income Builder Fund (US) Retirement Class

Capital Income Builder Fund (US) Retirement Class

Vanguard Industrials Index Fund Admiral Shares

iShares Russell Small/Mid-Cap Index Fund Class K

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

Goldman Sachs Large Cap Growth Insights Fund Service Shares

SEI Institutional Investments Trust - Extended Market Index Fund Class A

Vanguard Small Cap Index Fund Institutional Plus

Russell US Small Cap Equity Fund Class Y

Russell US Small Cap Equity Fund Class C

Russell US Small Cap Equity Fund Class R6

State Street Small/Mid Cap Equity Index Portfolio

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

Calvert US Mid Cap Core Responsible Index Class R6

Calvert US Mid Cap Core Responsible Index Class I

Gateway Equity Call Premium Fund Class C

Gateway Equity Call Premium Fund Class Y

Russell US Small Cap Equity Fund

Fidelity Mid Cap Value Index Fund

The Income Fund of America Class A

The Income Fund of America 529 Series F1

The Income Fund of America 529 Series E

The Income Fund of America Class 529-F-2

The Income Fund of America - Class F-3

The Income Fund of America Class C

The Income Fund of America Class R5

The Income Fund of America Class R1

The Income Fund of America Class R2

The Income Fund of America - Class R2E

Goldman Sachs US Equity Dividend and Premium Fund Class P

Goldman Sachs US Equity Dividend and Premium Fund Insti Class

Goldman Sachs US Equity Dividend and Premium Fund Investor Class

BlackRock Advantage SMID Cap V.I. Fund Class I

Voya Russell Mid Cap Index Portfolio Initial