T. Rowe Price U.S. Treasury Intermediate Index Fund

T. Rowe Price Retirement Plan Services, Inc.

T. Rowe Price U.S. Treasury Long-Term Index Fund


Victory INCORE Investment Grade Convertible Fund

Victory Sycamore Small Company Opportunity Fund

Victory Integrity Small/Mid-Cap Value Fund

Victory Trivalent International Fund - Core Equity

Victory Trivalent International Small-Cap Fund


Victory US 500 Enhanced Volatility Wtd Index Fund

VictoryShares US Discovery Enhanced Volatility Wtd ETF

VictoryShares US 500 Enhanced Volatility Wtd ETF

VictoryShares Developed Enhanced Volatility Wtd ETF

VictoryShares US EQ Income Enhanced Volatility Wtd ETF

VictoryShares US Small Cap Volatility Wtd ETF

VictoryShares International Volatility Wtd ETF

VictoryShares Emerging Market Volatility Wtd ETF

VictoryShares US Large Cap High Div Volatility Wtd ETF

VictoryShares US Small Cap High Div Volatility WTD ETF

VictoryShares International High Div Volatility Wtd ETF

VictoryShares Emerging Market High Dividend Volatility Wtd ETF

VictoryShares US Multi-Factor Minimum Volatility ETF

VictoryShares USAA MSCI USA Value Momentum ETF

VictoryShares USAA MSCI International Value Momentum  ETF

VictoryShares USAA MSCI Emerging Markets Value Momentum  ETF

VictoryShares USAA Core Short-Term Bond ETF

VictoryShares USAA Core Intermediate-Term Bond ETF

VictoryShares USAA MSCI USA Small Cap Value Momentum ETF


BNY Mellon Investment Servicing (US) Inc.


BNY Mellon Sustainable U.S. Equity Fund, Inc.

Newton Investment Management North America, LLC


T. Rowe Price Spectrum Moderate Allocation Fund

T. Rowe Price Investment Management, Inc.

T. Rowe Price Retirement Plan Services, Inc.

T. Rowe Price Spectrum Moderate Growth Allocation Fund

T. Rowe Price Spectrum Conservative Allocation Fund


Capital Group U.S. Small and Mid Cap ETF


Federated Global Investment Management Corp.


Cullen Emerging Markets High Dividend Fund


Putnam Retail Management Limited Partnership

Franklin Templeton Investment Management Limited


RiverNorth Flexible Municipal Income Fund, Inc.

RIVERNORTH FLEXIBLE MUNICIPAL INCOME FUND, INC.


SS&C Global Investor & Distribution Solutions, Inc.


North Carolina Capital Management Trust - Government Portfolio

Fidelity Management & Research Company LLC

Fidelity Management & Research (Japan) Limited

Fidelity Management & Research (Hong Kong) Limited

Fidelity Investments Institutional Operations Company LLC


Fidelity Systematic Municipal Bond Index ETF


Fidelity Central Investment Portfolios LLC


Hood River International Opportunity Fund


Emery Partners Income Credit Strategies Fund


Popular High Grade Fixed-Income Fund, Inc.


The Intermediate Term Municipal Bond Portfolio

HC Capital Solutions an operating division of Hirtle Callaghan & Co., LLC

City of London Investment Management Company, Limited

The Institutional International Equity Portfolio

The U.S. Government Fixed Income Securities Portfolio

The U.S. Corporate Fixed Income Securities Portfolio

The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio


Hotchkis and Wiley Large Cap Disciplined Value Fund

Hotchkis & Wiley Capital Management, LLC

Hotchkis and Wiley Large Cap Fundamental Value Fund

Hotchkis and Wiley Value Opportunities Fund

Hotchkis and Wiley Small Cap Diversified Value Fund

Hotchkis and Wiley International Value Fund

Hotchkis and Wiley International Small Cap Diversified Value Fund

Hotchkis and Wiley SMID Cap Diversified Value Fund


BNY Mellon Investment Servicing (US) Inc.


Pacific Investment Management Company LLC


PIMCO Corporate & Income Opportunity Fund


PIMCO Broad U.S. TIPS Index Exchange-Traded Fund

PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund

PIMCO 15+ Year U.S. TIPS Index Exchange-Traded Fund

PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund

PIMCO Enhanced Short Maturity Active Exchange-Traded Fund

PIMCO Ultra Short Government Active Exchange-Traded Fund

PIMCO Short Term Municipal Bond Active Exchange-Traded Fund

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

PIMCO Enhanced Low Duration Active Exchange-Traded Fund

PIMCO Senior Loan Active Exchange-Traded Fund

PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund

PIMCO Municipal Income Opportunities Active Exchange-Traded Fund

PIMCO Preferred and Capital Securities Active Exchange-Traded Fund

PIMCO Commodity Strategy Active Exchange-Traded Fund

PIMCO Multisector Bond Active Exchange-Traded Fund

PIMCO Mortgage-Backed Securities Active Exchange-Traded Fund


AllianceBernstein Investor Services, Inc.


CBRE Investment Management Listed Real Assets LLC

SS&C Global Investor & Distribution Solutions, Inc.


Columbia Management Investment Distributors, Inc.

Columbia Management Investment Advisers, LLC

Columbia Management Investment Services Corp.

Columbia Multi Strategy Alternatives Fund


Victory Investment Grade Convertible Fund

Victory Sycamore Small Company Opportunity Fund

Victory Integrity Small/Mid-Cap Value Fund

Victory Trivalent International Fund - Core Equity

Victory Trivalent International Small-Cap Fund


Xtrackers MSCI Emerging Markets Hedged Equity ETF

Xtrackers Harvest CSI 300 China A-Shares ETF

Xtrackers Municipal Infrastructure Revenue Bond ETF

Xtrackers MSCI All World ex US Hedged Equity ETF

Xtrackers Harvest CSI 500 China A-Shares Small Cap ETF

Xtrackers MSCI Eurozone Hedged Equity ETF

Xtrackers MSCI EAFE High Dividend Yield Equity ETF

Xtrackers Cybersecurity Select Equity ETF

Xtrackers Semiconductor Select Equity ETF

Xtrackers US Green Infrastructure Select Equity ETF

Xtrackers US National Critical Technologies ETF

Xtrackers Artificial Intelligence and Big Data ETF


ProShares UltraShort Consumer Discretionary

ProShares UltraShort Nasdaq Biotechnology

ProShares UltraShort MSCI Emerging Markets

ProShares UltraPro Short 20+ Year Treasury

ProShares Global Listed Private Equity ETF

ProShares High Yield-Interest Rate Hedged

ProShares DJ Brookfield Global Infrastructure ETF

ProShares S&P 500 Dividend Aristocrats ETF

ProShares Investment Grade-Interest Rate Hedged

ProShares MSCI EAFE Dividend Growers ETF

ProShares MSCI Emerging Markets Dividend Growers ETF

ProShares MSCI Europe Dividend Growers ETF

ProShares S&P MidCap 400 Dividend Aristocrats ETF

ProShares Russell 2000 Dividend Growers ETF

ProShares Decline of the Retail Store ETF

ProShares Russell U.S. Dividend Growers ETF

ProShares S&P Technology Dividend Aristocrats ETF

ProShares MSCI Transformational Changes ETF

ProShares Nasdaq-100 Dorsey Wright Momentum ETF

ProShares S&P Kensho Smart Factories ETF

ProShares S&P Global Core Battery Metals ETF

ProShares Bitcoin & Ether Market Cap Weight ETF

ProShares Bitcoin & Ether Equal Weight ETF


Fidelity Management & Research (Japan) Limited

Fidelity Management & Research (Hong Kong) Limited

Fidelity Management & Research Company LLC

Fidelity Investments Institutional Operations Company LLC

Fidelity SAI Sustainable U.S. Equity Fund


RiverNorth/Doubleline Strategic Opportunity Fund, Inc.


Genter Capital Taxable Quality Intermediate ETF

RNC Capital Management LLC d/b/a Genter Capital Management

Genter Capital Municipal Quality Intermediate ETF

Genter Capital International Dividend ETF


UVA Unconstrained Medium-Term Fixed Income ETF


UBS International Sustainable Equity Fund

UBS Emerging Markets Equity Opportunity Fund

UBS Sustainable Development Bank Bond Fund

UBS US Quality Growth At Reasonable Price Fund


JPMorgan Asset Management (Asia Pacific) Limited


State Street Global Advisors Funds Distributors, LLC

SPDR DoubleLine Total Return Tactical ETF

SPDR DoubleLine Short Duration Total Return Tactical ETF

SPDR DoubleLine Emerging Markets Fixed Income ETF

SPDR SSGA Fixed Income Sector Rotation ETF

SPDR Loomis Sayles Opportunistic Bond ETF


Brown Advisory Small-Cap Fundamental Value Fund

Brown Advisory - WMC Strategic European Equity Fund

Brown Advisory - Beutel Goodman Large-Cap Value Fund

Brown Advisory Tax-Exempt Sustainable Bond Fund

Brown Advisory Sustainable Small-Cap Core Fund

Brown Advisory Sustainable International Leaders Fund


WisdomTree Dynamic International SmallCap Equity Fund

WisdomTree Dynamic International Equity Fund

WisdomTree U.S. Short-Term Corporate Bond Fund

WisdomTree U.S. High Yield Corporate Bond Fund

WisdomTree International Efficient Core Fund

WisdomTree Emerging Markets Efficient Core Fund

WisdomTree Artificial Intelligence and Innovation Fund


ABR DYNAMIC BLEND EQUITY & VOLATILITY FUND


Fidelity Management & Research Company LLC

Fidelity Investments Institutional Operations Company LLC

Fidelity Series Large Cap Growth Index Fund


JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

John Hancock Managed Account Shares Investment-Grade Corporate Bond Portfolio

John Hancock Managed Account Shares Non-Investment-Grade Corporate Bond Portfolio

John Hancock Managed Account Shares Securitized Debt Portfolio

John Hancock Managed Account Shares Non-Investment-Grade Municipal Bond Portfolio

John Hancock Managed Account Shares Bond Completion Portfolio


PRUDENTIAL DISCOVERY PREMIER GROUP VARIABLE CONTRACT ACCOUNT


Federated Hermes Emerging Markets Equity Fund

Federated Global Investment Management Corp.

Federated Hermes International Equity Fund

Federated Hermes International Growth Fund


Federated Hermes Government Ultrashort Fund


Federated Hermes Intermediate Municipal Trust

Federated Hermes Intermediate Municipal Fund


DWS Investment Management Americas, Inc.


BNY Mellon Investment Servicing (US) Inc.


VOYA MID CAP RESEARCH ENHANCED INDEX FUND


T. Rowe Price Retirement Plan Services, Inc.

T. Rowe Price Retirement Blend 2005 Fund

T. Rowe Price Retirement Blend 2050 Fund

T. Rowe Price Retirement Blend 2055 Fund

T. Rowe Price Retirement Blend 2060 Fund

T. Rowe Price Retirement Blend 2065 Fund

T. Rowe Price Retirement Blend 2010 Fund

T. Rowe Price Retirement Blend 2015 Fund

T. Rowe Price Retirement Blend 2020 Fund

T. Rowe Price Retirement Blend 2025 Fund

T. Rowe Price Retirement Blend 2030 Fund

T. Rowe Price Retirement Blend 2035 Fund

T. Rowe Price Retirement Blend 2040 Fund

T. Rowe Price Retirement Blend 2045 Fund


T. ROWE PRICE SHORT-TERM BOND FUND, INC.

T. Rowe Price Short-Term Bond Fund, Inc.

T. Rowe Price Ultra Short-Term Bond Fund

T. Rowe Price Short Duration Income Fund


BlackRock Advantage Large Cap Growth Fund

BNY Mellon Investment Servicing (US) Inc.

BlackRock Health Sciences Opportunities Portfolio

BlackRock Sustainable Advantage Large Cap Core Fund

BlackRock U.S. Insights Long/Short Equity Fund

BlackRock Mid-Cap Growth Equity Portfolio


The U.S. Government Money Market Portfolio

Franklin Templeton Investor Services, LLC


WisdomTree Short-Term Treasury Digital Fund

WisdomTree 3-7 Year Treasury Digital Fund

WisdomTree 7-10 Year Treasury Digital Fund

WisdomTree Long-Term Treasury Digital Fund

WisdomTree Floating Rate Treasury Digital Fund

WisdomTree Technology and Innovation 100 Digital Fund

WisdomTree Short-Duration Income Digital Fund

WisdomTree Siegel Longevity Digital Fund

WisdomTree Siegel Global Equity Digital Fund

WisdomTree Government Money Market Digital Fund


Lawson Kroeker Investment Management, Inc.


AllianceBernstein Investor Services, Inc.


Wilmington Enhanced Dividend Income Strategy Fund

Wilmington Trust Investment Advisors, Inc.

BNY Mellon Investment Servicing (US) Inc.

Wilmington U.S. Treasury Money Market Fund

Wilmington U.S. Government Money Market Fund


Fidelity Investments Institutional Operations Company LLC

Strategic Advisers Tax-Sensitive Short Duration Fund

Strategic Advisers Fidelity U.S. Total Stock Fund

Strategic Advisers Fidelity Core Income Fund

Strategic Advisers Fidelity Emerging Markets Fund

Massachusetts Financial Services Company

Pacific Investment Management Company LLC

Strategic Advisers U.S. Total Stock Fund

D. E. Shaw Investment Management, L.L.C.

Brandywine Global Investment Management, LLC

William Blair Investment Management, LLC

Neuberger Berman Investment Advisers LLC


T. Rowe Price Retirement Plan Services, Inc.

T. Rowe Price Investment Management, Inc.


North Square Preferred and Income Securities Fund

North Square Select Small Cap Fund (formerly North Square Advisory Research Small Cap Value Fund)

North Square Altrinsic International Equity Fund

North Square RCIM Tax-Advantaged Preferred and Income Securities ETF


Capital Group International Focus Equity ETF


Federated Hermes Money Market Obligations Trust

Federated Hermes U.S. Treasury Cash Reserves


Fidelity Management & Research Company LLC

Fidelity Management & Research (Hong Kong) Limited

Fidelity Management & Research (Japan) Limited

Fidelity Investments Institutional Operations Company LLC

Fidelity Series Small Cap Discovery Fund


Cohen & Steers Low Duration Preferred & Income Fund, Inc.

Cohen & Steers Low Duration Preferred and Income Fund, Inc.


BlackRock Asset Management North Asia Limited

BNY Mellon Investment Servicing (US) Inc.


John Hancock Multifactor Developed International ETF

John Hancock Multifactor Emerging Markets ETF

John Hancock Mortgage-Backed Secrities ETF

John Hancock International High Dividend ETF

John Hancock Fundamental All Cap Core ETF

John Hancock Disciplined Value International Select ETF


Franklin Templeton Investor Services, LLC


Massachusetts Financial Services Company

JPMorgan Chase Bank, National Association


BlackRock GA Disciplined Volatility Equity Fund


BlackRock Financial Institutions Series Trust


Victory Core Plus Intermediate Bond Fund


Franklin Templeton Investment Management Limited

Putnam Panagora ESG Emerging Markets Equity ETF

Putnam Panagora ESG International Equity ETF


Putnam Retail Management Limited Partnership


F. L. Putnam Investment Management Company


North Capital Private Securities Corporation

North Capital Treasury Money Market Fund


Bank of America Merrill Lynch International Limited

Invesco S&P MidCap Value with Momentum ETF

Invesco Dorsey Wright Energy Momentum ETF

Invesco Dorsey Wright Financial Momentum ETF

Invesco Dorsey Wright Healthcare Momentum ETF

Invesco Dorsey Wright Industrials Momentum ETF

Invesco Dorsey Wright Technology Momentum ETF

Invesco S&P SmallCap Value with Momentum ETF

Invesco International Dividend AchieversTM ETF

Invesco Energy Exploration & Production ETF

Invesco High Yield Equity Dividend AchieversTM ETF

Invesco Dorsey Wright Utilities Momentum ETF

Invesco S&P 500 Equal Weight Technology ETF

Invesco S&P 500 Equal Weight Utilities ETF

Invesco S&P 500 Equal Weight Consumer Discretionary ETF

Invesco S&P SmallCap 600 Pure Growth ETF

Invesco Dow Jones Industrial Average Dividend ETF

Invesco Bloomberg Analyst Rating Improvers ETF

Invesco S&P 500 Equal Weight Consumer Staples ETF

Invesco S&P 500 Equal Weight Financials ETF

Invesco S&P 500 Equal Weight Health Care ETF

Invesco S&P 500 Equal Weight Industrials ETF

Invesco S&P 500 Equal Weight Materials ETF

Invesco S&P 500 Equal Weight Communication Services ETF

Invesco Dorsey Wright Basic Materials Momentum ETF

Invesco Dorsey Wright Consumer Cyclicals Momentum ETF

Invesco Dorsey Wright Consumer Staples Momentum ETF

Invesco Global Listed Private Equity ETF

Invesco S&P 500 Equal Weight Real Estate ETF


QRAFT AI-Enhanced U.S. Large Cap Momentum ETF

Cabana Target Leading Sector Moderate ETF

LG QRAFT AI-Powered U.S. Large Cap Core ETF


BNY Mellon Investment Servicing (US) Inc.

Pacific Capital Tax-Free Securities Fund

Asset Management Group of Bank of Hawaii

Pacific Capital Tax-Free Short Intermediate Securities Fund

Pacific Capital U.S. Government Money Market Fund


Columbia Management Investment Distributors, Inc.

Columbia Management Investment Advisers, LLC

Columbia Management Investment Services Corp.

Multi-Manager Directional Alternative Strategies Fund

Summit Partners Public Asset Management, LLC


DWS Government & Agency Securities Portfolio

DWS Investment Management Americas, Inc.


Allspring Spectrum Conservative Growth Fund

Allspring Spectrum Aggressive Growth Fund

Allspring Spectrum Income Allocation Fund

Allspring Global Investments (UK) Limited


Goldman Sachs Financial Square Government Fund

Goldman Sachs Financial Square Treasury Solutions Fund

Goldman Sachs Investor Tax-Exempt Money Market Fund

Goldman Sachs Financial Square Treasury Obligations Fund

Goldman Sachs Financial Square Treasury Instruments Fund

Goldman Sachs MLP Energy Infrastructure Fund

Goldman Sachs Financial Square Federal Instruments Fund

Goldman Sachs Investor Money Market Fund

Goldman Sachs Energy Infrastructure Fund

Goldman Sachs Investor Tax-Exempt California Money Market Fund

Goldman Sachs Investor Tax-Exempt New York Money Market Fund


VanEck Emerging Markets High Yield Bond ETF

VanEck Moody's Analytics IG Corporate Bond ETF

VanEck Moody's Analytics BBB Corporate Bond ETF


New York Life Investments Active ETF Trust

BNY Mellon Investment Servicing (US) Inc.

NYLI MacKay California Muni Intermediate ETF

NYLI Winslow Focused Large Cap Growth ETF

CBRE Investment Management Listed Real Assets LLC

STANDARD CHARTERED BANK (SINGAPORE) LIMITED


Franklin Templeton Investment Management Limited


ROBO Global(R) Robotics and Automation Index ETF

ROBO Global(R) Artificial Intelligence ETF

ROBO Global(R) Healthcare Technology and Innovation ETF


Pioneer Municipal High Income Opportunities Fund, Inc.


Pioneer Diversified High Income Fund, Inc.

MERRILL LYNCH, PIERCE, FENNER & SMITH INC.


Putnam Pennsylvania Tax Exempt Income Fund

Putnam Retail Management Limited Partnership


Putnam Massachusetts Tax Exempt Income Fund/MA/


Putnam Dynamic Asset Allocation Equity Fund


Pacific Investment Management Company LLC


BARROW, HANLEY, MEWHINNEY & STRAUSS, LLC

BRIDGE BUILDER SMALL/MID CAP GROWTH FUND

STEPHENS INVESTMENT MANAGEMENT GROUP, LLC

AMERICAN CENTURY INVESTMENT MANAGEMENT, INC.

VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.

BRIDGE BUILDER INTERNATIONAL EQUITY FUND

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

BRIDGE BUILDER TAX MANAGED LARGE CAP FUND

BRIDGE BUILDER TAX MANAGED SMALL/MID CAP FUND

NEUBERGER BERMAN INVESTMENT ADVISERS LLC

BRIDGE BUILDER TAX MANAGED INTERNATIONAL EQUITY FUND

BRIDGE BUILDER MUNICIPAL HIGH-INCOME BOND FUND


Kentucky Tax-Free Short-to-Medium Series

North Carolina Tax-Free Short-to-Medium Series

Tennessee Tax-Free Short-to-Medium Series


Palmer Square Ultra-Short Duration Investment Grade Fund


American Beacon ARK Transformational Innovation Fund

American Beacon TwentyFour Strategic Income Fund

American Beacon Shapiro SMID Cap Equity Fund

American Beacon Shapiro Equity Opportunities Fund

American Beacon SSI Alternative Income Fund

American Beacon TwentyFour Sustainable Short Term Bond Fund


Tax-Free High Grade Portfolio Bond Fund II for Puerto Rico Residents, Inc.


Tax-Free High Grade Portfolio Target Maturity Fund for Puerto Rico Residents, Inc.


Tax Free Target Maturity Fund for Puerto Rico Residents, Inc.


Short Term Investment Fund for Puerto Rico Residents, Inc.

BNY Mellon Investment Servicing (US) Inc.


Western Asset Management Company Limited

Western Asset Management Company Pte. Ltd.


Fidelity Management & Research Company LLC

Fidelity Management & Research (Hong Kong) Limited

Fidelity Management & Research (Japan) Limited

Fidelity Investments Institutional Operations Company LLC

Fidelity Treasury Only Money Market Fund

Fidelity Flex Government Money Market Fund

Fidelity Series Treasury Bill Index Fund


Fidelity Short Duration High Income Fund

Fidelity U.S. Low Volatility Equity Fund


JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC


Federated Hermes Money Market Obligations Trust

Federated Hermes Municipal Obligations Fund

Federated Hermes Tax-Free Obligations Fund


BlackRock Advantage Large Cap Value Fund


City National Rochdale Strategic Credit Fund


Twin Oak Short Horizon Absolute Return ETF


Macquarie Investment Management Business Trust

Macquarie Investment Management Global Limited

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

Macquarie Investment Management Europe Limited

Macquarie Investment Management Austria Kapitalanlage AG

BNY Mellon Investment Servicing (US) Inc.

Delaware Investments Fund Services Company

American Century Investment Management, Inc.

Massachusetts Financial Services Company


Virtus Stone Harbor Emerging Markets Bond Fund

Virtus Alternative Investment Advisers, LLC

Virtus Stone Harbor Emerging Markets Debt Income Fund

Skandinaviska Enskilda Banken AB, Oslo Branch


Logan Capital Broad Innovative Growth ETF


Eaton Vance Floating-Rate Opportunities Fund


AdvisorShares Dorsey Wright FSM All Cap World ETF

AdvisorShares Dorsey Wright FSM US Core ETF


GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF

GraniteShares Nasdaq Select Disruptors ETF


JPMorgan Preferred and Income Securities Fund

JPMorgan SmartRetirement Blend 2065 Fund


Boyd Watterson Limited Duration Enhanced Income Fund


Guggenheim Taxable Municipal Bond & Investment Grade Debt Trust

Guggenheim Funds Investment Advisors, LLC

Guggenheim Partners Investment Management, LLC


BlackRock International Select Equity Fund

BNY Mellon Investment Servicing (US) Inc.

Brown Brothers Harriman & Co. (Boston, MA, US, Branch)


BlackRock Large Cap Focus Value Fund, Inc.


Putnam Retail Management Limited Partnership

Franklin Templeton Investment Management Limited


RiverNorth Managed Duration Municipal Income Fund, Inc.

RIVERNORTH MANAGED DURATION MUNICIPAL INCOME FUND, INC.


RiverNorth Managed Duration Municipal Income Fund II, Inc.


Lord Abbett US Gov & Gov Sponsored Enterpr Money Market Fund

Lord Abbett U.S. Government & Government Sponsored Enterprises Money Market Fund, Inc.


VictoryShares US 500 Enhanced Volatility Wtd ETF

VictoryShares US EQ Income Enhanced Volatility Wtd ETF

VictoryShares International Volatility Wtd ETF

VictoryShares US Large Cap High Div Volatility Wtd ETF

VictoryShares US Small Cap High Div Volatility Wtd ETF

VictoryShares US Multi-Factor Minimum Volatility ETF

VictoryShares International Value Momentum ETF

VictoryShares Emerging Markets Value Momentum ETF

VictoryShares Core Intermediate Bond ETF

VictoryShares US Small Mid Cap Value Momentum ETF

VictoryShares Core Plus Intermediate Bond ETF

VictoryShares Small Cap Free Cash Flow ETF

VictoryShares WestEnd Economic Cycle Bond ETF

VictoryShares International Free Cash Flow ETF

VictoryShares International Free Cash Flow Growth ETF

VictoryShares Pioneer Asset-Based Income ETF


Priority Senior Secured Income Management, LLC


Brown Advisory Small-Cap Fundamental Value Fund

Brown Advisory Emerging Markets Select Fund

Brown Advisory - WMC Strategic European Equity Fund

Brown Advisory - Beutel Goodman Large-Cap Value Fund

Brown Advisory Tax-Exempt Sustainable Bond Fund

Brown Advisory Sustainable Small-Cap Core Fund

Brown Advisory Sustainable International Leaders Fund


Putnam New Jersey Tax Exempt Income Fund


State Street Global Advisors Funds Distributors, LLC

SPDR(R) Portfolio S&P 1500 Composite Stock Market ETF

SPDR(R) S&P(R) Oil & Gas Exploration & Production ETF

SPDR(R) S&P(R) Health Care Equipment ETF

SPDR(R) S&P(R) Oil & Gas Equipment & Services ETF

SPDR Nuveen ICE Short Term Municipal Bond ETF

SPDR(R) Portfolio Intermediate Term Treasury ETF

SPDR(R) Portfolio Short Term Treasury ETF

SPDR Portfolio Short Term Corporate Bond ETF

SPDR(R) Portfolio Mortgage Backed Bond ETF

SPDR Portfolio Intermediate Term Corporate Bond ETF

SPDR Portfolio Long Term Corporate Bond ETF

SPDR(R) Bloomberg Convertible Securities ETF

SPDR Nuveen ICE High Yield Municipal Bond ETF

SPDR Bloomberg Investment Grade Floating Rate ETF

SPDR Bloomberg Short Term High Yield Bond ETF

SPDR SSGA US Large Cap Low Volatility Index ETF

SPDR SSGA US Small Cap Low Volatility Index ETF

SPDR Portfolio S&P 500 High Dividend ETF

SPDR S&P 500 Fossil Fuel Reserves Free ETF

SPDR Russell 1000 Low Volatility Focus ETF

SPDR S&P Kensho Intelligent Structures ETF

SPDR S&P Kensho New Economies Composite ETF

SPDR Bloomberg Emerging Markets USD Bond ETF

SPDR MarketAxess Investment Grade 400 Corporate Bond ETF

SPDR Portfolio S&P Sector Neutral Dividend ETF


Virtus Managed Account Completion Shares (MACS) Trust

BNY Mellon Investment Servicing (US) Inc.


Kayne Anderson Rudnick Investment Management LLC

Virtus Emerging Markets Opportunities Fund

Virtus Systematic, a division of Virtus Advisers, LLC


MASSACHUSETTS FINANCIAL SERVICES COMPANY

JPMorgan Chase Bank, National Association


Fulcrum Diversified Absolute Return Fund


Tax-Free Fixed Income Fund for Puerto Rico Residents, Inc.


Tax-Free Fixed Income Fund III for Puerto Rico Residents, Inc.


JPMorgan Investor Conservative Growth Fund


First Trust Senior Floating Rate Income Fund II


FT Raymond James Multicap Growth Equity ETF

FT Vest U.S. Equity Max Buffer ETF - March

FT Vest U.S. Equity Equal Weight Buffer ETF - June

FT Vest U.S. Equity Max Buffer ETF - June

FT Vest U.S. Equity Max Buffer ETF - July

FT Vest U.S. Equity Max Buffer ETF - August

FT Vest U.S. Equity Max Buffer ETF - September

FT Vest Emerging Markets Buffer ETF - December

FT Vest Emerging Markets Buffer ETF - March

FT Vest Emerging Markets Buffer ETF - September

FT Vest U.S. Equity Uncapped Accelerator ETF - January

FT Vest U.S. Equity Uncapped Accelerator ETF - April

FT Vest U.S. Equity Uncapped Accelerator ETF - October

FT Vest U.S. Equity Equal Weight Buffer ETF - December

FT Vest U.S. Equity Equal Weight Buffer ETF - March

FT Vest U.S. Equity Equal Weight Buffer ETF - September

FT Vest U.S. Equity Max Buffer ETF - April

FT Vest U.S. Equity Max Buffer ETF - December

FT Vest U.S. Equity Max Buffer ETF - February

FT Vest U.S. Equity Max Buffer ETF - January

FT Vest U.S. Equity Max Buffer ETF - May

FT Vest U.S. Equity Max Buffer ETF - November

FT Vest U.S. Equity Max Buffer ETF - October

FT Vest U.S. Equity Quarterly Dynamic Buffer ETF

FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF

FT Vest U.S. Equity Quarterly Max Buffer ETF


Putnam Retail Management Limited Partnership

Franklin Templeton Investment Management Limited


The Variable Annuity Life Insurance Company

Morgan Stanley Investment Management Inc.

Massachusetts Financial Services Company

Columbia Management Investment Advisers, LLC

American Century Investment Management, Inc.


NUVEEN VIRGINIA QUALITY MUNICIPAL INCOME FUND


SS&C Global Investor & Distribution Solutions, Inc.


ClearShares Piton Intermediate Fixed Income ETF


FIS Knights of Columbus Global Belief ETF

NEOS Enhanced Income 1-3 Month T-Bill ETF

NEOS Nasdaq-100(R) Hedged Equity Income ETF

NEOS Enhanced Income 20+ Year Treasury Bond ETF

FIS Bright Portfolios Focused Equity ETF

NEOS S&P 500(R) Hedged Equity Income ETF


BNY Mellon Investment Servicing (US) Inc.


Kurv Yield Premium Strategy Amazon (AMZN) ETF

Kurv Yield Premium Strategy Apple (AAPL) ETF

Kurv Yield Premium Strategy Google (GOOGL) ETF

Kurv Yield Premium Strategy Microsoft (MSFT) ETF

Kurv Yield Premium Strategy Netflix (NFLX) ETF

Kurv Yield Premium Strategy Tesla (TSLA) ETF


Fidelity Management & Research Company LLC

Fidelity Management & Research (Japan) Limited

Fidelity Management & Research (Hong Kong) Limited

Fidelity Investments Institutional Operations Company LLC

Fidelity SAI Enhanced Municipal Income Fund


Fidelity Electric Vehicles and Future Transportation ETF

Fidelity Crypto Industry and Digital Payments ETF

Fidelity Enhanced U.S. All-Cap Equity ETF


T-Rex 2X Inverse NVIDIA Daily Target ETF


Macquarie Investment Management Business Trust

Macquarie Investment Management Austria Kapitalanlage AG

Delaware Investments Fund Services Company

BNY Mellon Investment Servicing (US) Inc.


Strive Natural Resources and Security ETF

Strive International Developed Markets ETF

Strive Enhanced Income Short Maturity ETF


T. Rowe Price Retirement Plan Services, Inc.


T. ROWE PRICE GLOBAL MULTI-SECTOR BOND FUND, INC.

T. Rowe Price Global Multi-Sector Bond Fund, Inc.


GMO Systematic Investment Grade Credit ETF


BlackRock Multi State Municipal Series Trust

BlackRock New York Municipal Opportunities Fund


USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund

USCF Energy Commodity Strategy Absolute Return Fund

USCF Sustainable Battery Metals Strategy Fund

USCF Sustainable Commodity Strategy Fund


American Century Quantitative Equity Funds, Inc.

American Century Investment Services, Inc.

American Century Investment Management, Inc.


Franklin Templeton Investor Services, LLC


Janus Henderson Distributors US LLC dba Janus Henderson Distributors

Janus Henderson Government Money Market Fund

Janus Henderson Short Duration Flexible Bond Fund

Janus Henderson Global Allocation Fund - Growth

Janus Henderson Global Allocation Fund - Moderate

Janus Henderson Global Allocation Fund - Conservative

Janus Henderson Adaptive Risk Managed U.S. Equity Fund

Janus Henderson Small-Mid Cap Value Fund

Janus Henderson Multi-Sector Income Fund

Janus Henderson Absolute Return Income Opportunities Fund

Janus Henderson Developed World Bond Fund

Janus Henderson International Dividend Fund


Fidelity Management & Research Company LLC

Fidelity Management & Research (Japan) Limited

Fidelity Management & Research (Hong Kong) Limited


Nuveen Minnesota Quality Municipal Income Fund


SS&C Global Investor & Distribution Solutions, Inc.


NUVEEN MASSACHUSETTS QUALITY MUNICIPAL INCOME FUND


Nuveen Lifecycle Index Retirement Income Fund


T. ROWE PRICE CORPORATE INCOME FUND, INC.

T. Rowe Price Corporate Income Fund, Inc.

T. Rowe Price Retirement Plan Services, Inc.


T. ROWE PRICE CREDIT OPPORTUNITIES FUND, INC.

T. Rowe Price Credit Opportunities Fund, Inc.


T. Rowe Price Exchange-Traded Funds, Inc.

T. Rowe Price Investment Management, Inc.


T. ROWE PRICE GOVERNMENT MONEY FUND, INC.

T. Rowe Price Government Money Fund, Inc.


T. Rowe Price U.S. Limited Duration TIPS Index Fund


T. ROWE PRICE INFLATION PROTECTED BOND FUND, INC.

T. Rowe Price Inflation Protected Bond Fund, Inc.


T. ROWE PRICE INSTITUTIONAL INCOME FUNDS, INC.

T. Rowe Price Institutional High Yield Fund

T. Rowe Price Institutional Floating Rate Fund

T. Rowe Price Institutional Long Duration Credit Fund


T. ROWE PRICE LIMITED-DURATION INFLATION FOCUSED BOND FUND, INC.

T. Rowe Price Limited-Duration Inflation Focused Bond Fund, Inc.


T. ROWE PRICE RESERVE INVESTMENT FUNDS, INC.

T. Rowe Price Retirement Plan Services, Inc.


AllianceBernstein Investor Services, Inc.


LEGAL & GENERAL Investment Management America Inc.

NEUBERGER BERMAN Investment Advisers LLC

WESTERN ASSET MANAGEMENT COMPANY LIMITED

Brandywine Global Investment Management, LLC

Columbia Management Investment Advisers, LLC


Massachusetts Financial Services Company

MFS Blended Research Small Cap Equity Fund

MFS Blended Research Mid Cap Equity Fund

JPMorgan Chase Bank, National Association


BNY Mellon Investment Servicing (US) Inc.

USAA Cornerstone Moderately Aggressive Fund

USAA Cornerstone Moderately Conservative Fund


Victory US 500 Enhanced Volatility Wtd Index Fund

VictoryShares US Discovery Enhanced Volatility Wtd ETF

VictoryShares US 500 Enhanced Volatility Wtd ETF

VictoryShares Developed Enhanced Volatility Wtd ETF

VictoryShares US EQ Income Enhanced Volatility Wtd ETF

VictoryShares US Small Cap Volatility Wtd ETF

VictoryShares International Volatility Wtd ETF

VictoryShares US Large Cap High Div Volatility Wtd ETF

VictoryShares US Small Cap High Div Volatility Wtd ETF

VictoryShares International High Div Volatility Wtd ETF

VictoryShares US Multi-Factor Minimum Volatility ETF

VictoryShares International Value Momentum ETF

VictoryShares Emerging Markets Value Momentum ETF

VictoryShares Core Intermediate Bond ETF

VictoryShares US Small Mid Cap Value Momentum ETF

VictoryShares Core Plus Intermediate Bond ETF

VictoryShares Small Cap Free Cash Flow ETF

VictoryShares WestEnd Economic Cycle Bond ETF


Parametric Tax-Managed Emerging Markets Fund

BNY Mellon Investment Servicing (US) Inc.


Brown Brothers Harriman & Co. (Boston, MA, US, Branch)


Putnam Retail Management Limited Partnership

Franklin Templeton Investment Management Limited


Franklin California Intermediate-Term Tax-Free Income Fund

Franklin Templeton Investor Services, LLC


AB SUSTAINABLE INTERNATIONAL THEMATIC FUND INC


RiverNorth Opportunistic Municipal Income Fund, Inc.


Federated Hermes Short Duration Corporate ETF


Federated Hermes Income Securities Trust

Federated Hermes Intermediate Corporate Bond Fund


Global X S&P 500 Quality Dividend Covered Call ETF

Global X MLP & Energy Infrastructure Covered Call ETF

Global X MSCI China Consumer Discretionary ETF

Global X MSCI SuperDividend Emerging Markets ETF

Global X S&P Catholic Values Developed ex-U.S. ETF

Global X S&P 500 Covered Call & Growth ETF

Global X Nasdaq 100 Covered Call & Growth ETF

Global X NASDAQ 100 Risk Managed Income ETF

Global X S&P 500 Risk Managed Income ETF

Global X Blockchain & Bitcoin Strategy ETF

Global X Financials Covered Call & Growth ETF

Global X Health Care Covered Call & Growth ETF

Global X Information Technology Covered Call & Growth ETF

Global X Russell 2000 Covered Call & Growth ETF

Global X Nasdaq 100 ESG Covered Call ETF

Global X Dow 30 Covered Call & Growth ETF

Global X MSCI Emerging Markets Covered Call ETF


Global X MLP & Energy Infrastructure ETF

Global X Robotics & Artificial Intelligence ETF

Global X U.S. Infrastructure Development ETF

Global X Artificial Intelligence & Technology ETF

Global X Autonomous & Electric Vehicles ETF

Mirae Asset Global Investments (USA) LLC

Global X Data Center & Digital Infrastructure ETF

Global X Adaptive U.S. Risk Management ETF

Global X Interest Rate Volatility & Inflation Hedge ETF

Mirae Asset Global Investments (Hong Kong) Limited

Global X Emerging Markets Great Consumer ETF

Global X Infrastructure Development ex-U.S. ETF

Global X Intermediate-Term Treasury Ladder ETF


Columbia Management Investment Distributors, Inc.

Columbia Short Duration Municipal Bond Fund

Columbia Management Investment Advisers, LLC

Columbia Management Investment Services Corp.

Columbia California Intermediate Municipal Bond Fund


BNY Mellon Opportunistic Municipal Securities Fund

BNY Mellon Investment Servicing (US) Inc.


Dreyfus Institutional Preferred Treasury Obligations


Computershare Trust Company, National Association


Allspring Disciplined International Developed Markets Portfolio

Allspring Global Investments (UK) Limited

Allspring Small Company Growth Portfolio

Allspring Disciplined Large Cap Portfolio


Strategy Shares Nasdaq 7 HANDL(TM) Index ETF

Strategy Shares Newfound/ReSolve Robust Momentum ETF

Day Hagan Smart Sector International ETF


Steward International Enhanced Index Fund

Steward Values Enhanced Small-Mid Cap Fund


iShares Morningstar Small-Cap Growth ETF

iShares International Select Dividend ETF

iShares International Developed Real Estate ETF

iShares Environmentally Aware Real Estate ETF


BNY Mellon Investment Servicing (US) Inc.

UBS Select Government Institutional Fund

Cantor Fitzgerald Government Money Market Fund

UBS Select 100% US Treasury Institutional Fund

UBS Select 100% US Treasury Preferred Fund


CPG Carlyle Commitments Master Fund, LLC


Grandeur Peak Emerging Markets Opportunities Fund

Grandeur Peak International Opportunities Fund

Grandeur Peak International Stalwarts Fund


PFG BNY Mellon Diversifier Strategy Fund

PFG PIMCO Active Core Bond Strategy Fund

PFG JP Morgan Tactical Aggressive Strategy Fund

PFG JP Morgan Tactical Moderate Strategy Fund

Toews Agility Shares Dynamic Tactical Income ETF

PFG American Funds Conservative Income Strategy Fund

PFG BR Target Allocation Equity Strategy Fund

PFG Fidelity Institutional AM Equity Index Strategy Fund

PFG Fidelity Institutional AM Equity Sector Strategy Fund

PFG Janus Henderson Tactical Income Strategy Fund

PFG Fidelity Institutional AM Core Plus Bond Strategy Fund

PFG Invesco Equity Factor Rotation Strategy Fund

PFG Janus Henderson Balanced Strategy Fund


Aptus Collared Investment Opportunity ETF


Pacer Nasdaq 100 Top 50 Cash Cows Growth Leaders ETF

Pacer Nasdaq International Patent Leaders ETF

Pacer Developed Markets International Cash Cows 100 ETF

Pacer Lunt Large Cap Multi-Factor Alternator ETF

Pacer Data & Infrastructure Real Estate ETF

Pacer Lunt MidCap Multi-Factor Alternator ETF

Pacer CFRA-Stovall Equal Weight Seasonal Rotation ETF

Pacer Emerging Markets Cash Cows 100 ETF

Pacer Pacific Asset Floating Rate High Income ETF

Pacer US Large Cap Cash Cows Growth Leaders ETF

Pacer US Small Cap Cash Cows Growth Leaders ETF


Banco de Chile as agent for Citibank N.A. New York

Cititrust Colombia S.A. Sociedad Fiduciaria

HSBC Saudi Arabia as agent for The Hongkong and Shanghai Banking Corporation Limited

Cambria Micro and SmallCap Shareholder Yield ETF


First Trust Flexible Municipal High Income ETF

First Trust TCW Opportunistic Fixed Income ETF

First Trust TCW Unconstrained Plus Bond ETF

First Trust Low Duration Strategic Focus ETF

FT Vest U.S. Equity Deep Buffer ETF - August

FT Vest U.S. Equity Buffer ETF - November

FT Vest U.S. Equity Deep Buffer ETF - November

First Trust Multi-Manager Large Growth ETF

FT Vest U.S. Equity Buffer ETF - February

FT Vest U.S. Equity Deep Buffer ETF - February

FT Vest U.S. Equity Deep Buffer ETF - May

FT Vest U.S. Equity Deep Buffer ETF - June

FT Vest U.S. Equity Deep Buffer ETF - July

FT Vest U.S. Equity Buffer ETF - September

FT Vest U.S. Equity Deep Buffer ETF - September

FT Vest U.S. Equity Buffer ETF - October

FT Vest U.S. Equity Deep Buffer ETF - October

FT Vest U.S. Equity Buffer ETF - December

FT Vest U.S. Equity Deep Buffer ETF - December

FT Vest Nasdaq-100 Buffer ETF - December

FT Vest International Equity Moderate Buffer ETF - December

FT Vest U.S. Equity Buffer ETF - January

FT Vest U.S. Equity Deep Buffer ETF - January

First Trust TCW Emerging Markets Debt ETF

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June

FT Vest U.S. Equity Deep Buffer ETF - March

FT Vest International Equity Moderate Buffer ETF - March

FT Vest U.S. Equity Deep Buffer ETF - April

FT Vest International Equity Moderate Buffer ETF - June

FT Vest Nasdaq-100 Buffer ETF - September

FT Vest International Equity Buffer ETF - September

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - December

First Trust SkyBridge Crypto Industry and Digital Economy ETF

First Trust Multi-Manager Small Cap Opportunities ETF

Stephens Investment Management Group, LLC

FT Vest Buffered Allocation Defensive ETF

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - September

FT Vest U.S. Small Cap Moderate Buffer ETF - May

FT Vest U.S. Equity Moderate Buffer ETF - January

First Trust Multi-Strategy Alternative ETF

FT Vest U.S. Equity Moderate Buffer ETF - February

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - March

FT Vest U.S. Equity Moderate Buffer ETF - March

FT Vest U.S. Equity Moderate Buffer ETF - April

FT Vest U.S. Equity Moderate Buffer ETF - May

FT Vest U.S. Equity Moderate Buffer ETF - August

FT Vest U.S. Equity Moderate Buffer ETF - July

FT Vest U.S. Equity Moderate Buffer ETF - June

FT Vest U.S. Equity Moderate Buffer ETF - December

FT Vest U.S. Equity Moderate Buffer ETF - November

FT Vest U.S. Equity Moderate Buffer ETF - October

FT Vest U.S. Equity Moderate Buffer ETF - September

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - August

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - July

FT Vest U.S. Small Cap Moderate Buffer ETF - August

FT Vest U.S. Equity Buffer & Premium Income ETF - September

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - April

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - February

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - January

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - May

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - November

FT Vest U.S. Equity Enhance & Moderate Buffer ETF - October

FT Vest U.S. Small Cap Moderate Buffer ETF - November

FT Vest U.S. Equity Buffer & Premium Income ETF - December

FT Vest U.S. Small Cap Moderate Buffer ETF - February

FT Vest U.S. Equity Buffer & Premium Income ETF - March

FT Vest Nasdaq-100 Moderate Buffer ETF - August

FT Vest Nasdaq-100 Moderate Buffer ETF - May

FT Vest Nasdaq-100 Conservative Buffer ETF - April

FT Vest Nasdaq-100 Conservative Buffer ETF - July

FT Vest Laddered Small Cap Moderate Buffer ETF

FT Vest U.S. Equity Buffer & Premium Income ETF - June


American Century Investment Services, Inc.

American Century Investment Management, Inc.


JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC

John Hancock High Yield Municipal Bond Fund

John Hancock  Municipal Opportunities Fund

John Hancock Short Duration Municipal Opportunities Fund


JOHN HANCOCK CALIFORNIA TAX-FREE INCOME FUND

John Hancock California Municipal Bond Fund


PRUDENTIAL DISCOVERY SELECT GROUP VARIABLE CONTRACT ACCOUNT


Columbia Management Investment Advisers, LLC


BNY Mellon Investment Servicing (US) Inc.


BlackRock Large Cap Focus Growth Fund, Inc.


BlackRock Capital Appreciation Fund, Inc.


Franklin Templeton Investor Services, LLC


Massachusetts Financial Services Company

Guggenheim Partners Investment Management, LLC

Morningstar Global Opportunistic Equity Fund


Seafarer Overseas Growth and Income Fund


American Beacon Ionic Inflation Protection ETF


Invesco Asset Management Deutschland GmbH

Bank of America Merrill Lynch International Limited

Invesco Asset Management (India) Private Ltd.


DWS Investment Management Americas, Inc.


Western Asset Management Company Limited

Western Asset Total Return Unconstrained Fund

Western Asset Management Company Pte. Ltd.


Western Asset Managed Municipals Fund Inc.


First Trust High Yield Opportunities 2027 Term Fund


NYLI MacKay DefinedTerm Muni Opportunities Fund

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Computershare Trust Company, National Association


BlackRock Strategic Municipal Opportunities Fund

BNY Mellon Investment Servicing (US) Inc.


BlackRock Multi State Municipal Series Trust

BlackRock New Jersey Municipal Bond Fund

BlackRock Pennsylvania Municipal Bond Fund


Evolutionary Tree Capital Management, LLC


BNY MELLON CALIFORNIA AMT-FREE MUNICIPAL BOND FUND, INC.

BNY Mellon California AMT-Free Municipal Bond Fund, Inc.


RiverNorth Flexible Municipal Income Fund II, Inc.

RiverNorth Flexible Municipal Income Fund II Inc.


NYLI FTSE International Equity Currency Neutral ETF


Virtus Stone Harbor Emerging Markets Bond Fund

Virtus Alternative Investment Advisers, LLC

Virtus Stone Harbor Emerging Markets Debt Income Fund

Skandinaviska Enskilda Banken AB, Oslo Branch


Putnam Retail Management Limited Partnership

Franklin Templeton Investment Management Limited


BNY Mellon Intermediate Municipal Bond Fund, Inc.

BNY Mellon Investment Servicing (US) Inc.


Fidelity Management & Research Company LLC

Fidelity Management & Research (Hong Kong) Limited

Fidelity Management & Research (Japan) Limited

Fidelity Investments Institutional Operations Company LLC

Fidelity Securities Lending Cash Central Fund


BlackRock California Municipal Series Trust

BlackRock California Municipal Opportunities Fund


SS&C Global Investor & Distribution Solutions, Inc.

Nuveen North Carolina Municipal Bond Fund


NUVEEN MISSOURI QUALITY MUNICIPAL INCOME FUND


Nuveen Minnesota Intermediate Municipal Bond Fund

Nuveen Oregon Intermediate Municipal Bond Fund


AllianceBernstein Investor Services, Inc.

AB Concentrated International Growth Portfolio


iShares International Dividend Active ETF

iShares Long-Term U.S. Equity Active ETF

iShares A.I. Innovation and Tech Active ETF

iShares Technology Opportunities Active ETF


BNY Mellon Investment Servicing (US) Inc.


MASSACHUSETTS FINANCIAL SERVICES COMPANY

JPMorgan Chase Bank, National Association


Pioneer Municipal High Income Fund, Inc.

Stifel, Nicolaus & Company, Incorporated


Pacific Investment Management Company LLC


SS&C Global Investor & Distribution Solutions, Inc.

PIMCO RAFI Dynamic Multi-Factor Emerging Markets Equity ETF

PIMCO RAFI Dynamic Multi-Factor International Equity ETF

PIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF


PIMCO Flexible Emerging Markets Income Fund


Cavalier Investments, LLC d/b/a Adaptive Investments


Altegris Futures Evolution Strategy Fund

Ladenburg Thalman Asset Management, Inc.

Donoghue Forlines Risk Managed Income Fund

Donoghue Forlines Tactical Allocation Fund


BlackRock Asset Management North Asia Limited

BNY Mellon Investment Servicing (US) Inc.

BlackRock Advantage Emerging Markets Fund

BlackRock Global Equity Market Neutral Fund

BlackRock Sustainable Advantage International Equity Fund

BlackRock Sustainable Advantage Emerging Markets Equity Fund

BlackRock Defensive Advantage Emerging Markets Fund

BlackRock Emerging Markets ex-China Fund

BlackRock Sustainable Advantage Global Equity Fund


Roundhill Generative AI & Technology ETF


Astoria US Equal Weight Quality Kings ETF

Sparkline International Intangible Value ETF

Astoria Dynamic Core US Fixed Income ETF


AllianceBernstein Investor Services, Inc.


Franklin Templeton Investor Services LLC


Capital Group International Core Equity ETF


Capital Group Central Corporate Bond Fund


Northwestern Mutual Investment Services, LLC


Massachusetts Financial Services Company

Guggenheim Partners Investment Management, LLC

Morningstar Global Opportunistic Equity Fund


DWS Investment Management Americas, Inc.


KraneShares Bosera MSCI China A 50 Connect Index ETF

BOSERA ASSET MANAGEMENT (INTERNATIONAL) CO., LIMITED

KraneShares MSCI China Clean Technology Index ETF

KraneShares Emerging Markets Consumer Technology Index ETF

KraneShares MSCI One Belt One Road Index ETF

KraneShares Asia Pacific High Income USD Bond ETF

KraneShares MSCI All China Health Care Index ETF

KraneShares Electric Vehicles and Future Mobility Index ETF

KraneShares MSCI Emerging Markets ex China Index ETF

Quadratic Interest Rate Volatility and Inflation Hedge ETF

KraneShares SSE STAR Market 50 Index ETF

KraneShares Value Line(R) Dynamic Dividend Equity Index ETF

KraneShares Mount Lucas Managed Futures Index Strategy ETF

KraneShares California Carbon Allowance Strategy ETF

KraneShares European Carbon Allowance Strategy ETF

KraneShares KWEB Covered Call Strategy ETF

KraneShares Rockefeller Ocean Engagement ETF

KraneShares Dynamic Emerging Markets Strategy ETF

KraneShares 90% KWEB Defined Outcome January 2027 ETF

KraneShares 100% KWEB Defined Outcome January 2027 ETF

KraneShares Hedgeye Hedged Equity Index ETF

KraneShares Artificial Intelligence and Technology ETF

KraneShares Sustainable Ultra Short Duration Index ETF


Allspring California Limited-Term Tax-Free fund

Allspring Intermediate Tax/AMT-Free Fund

Allspring Short-Term Municipal Bond Fund

Allspring Ultra Short-Term Municipal Income Fund

Allspring High Yield Municipal Bond Fund

Allspring Global Investments (UK) Limited


Federated Hermes Short-Intermediate Duration Municipal Trust

Federated Hermes Short-Intermediate Municipal Fund


Popular U.S. Government Money Market Fund, LLC


BNY Mellon Investment Servicing (US) Inc.


Simplify US Equity PLUS Downside Convexity ETF

Simplify US Equity PLUS Upside Convexity ETF

Simplify US Equity PLUS Bitcoin Strategy ETF

Simplify Intermediate Term Treasury Futures Strategy ETF

Simplify Bitcoin Strategy PLUS Income ETF

Simplify Short Term Treasury Futures Strategy ETF

Simplify Commodities Strategy No K-1 ETF

Simplify Kayne Anderson Energy and Infrastructure Credit ETF

Simplify Piper Sandler US Small-Cap PLUS Income ETF


Barrow, Hanley, Mewhinney & Strauss, LLC

BNY Mellon Investment Servicing (U.S.) Inc.

Fort Washington Investment Advisors, Inc.


Blueprint Chesapeake Multi-Asset Trend ETF


SS&C Global Investor & Distribution Solutions, Inc.

Nuveen Small Cap Value Opportunities Fund

Nuveen Large Cap Value Opportunities Fund


Principal Spectrum Preferred Securities Active ETF

Principal Investment Grade Corporate Active ETF

Principal Spectrum Tax-Advantaged Dividend Active ETF

Principal Real Estate Active Opportunities ETF

Principal Capital Appreciation Select ETF


JPMorgan Small & Mid Cap Enhanced Equity ETF

JPMorgan Nasdaq Equity Premium Income ETF

JPMorgan Fundamental Data Science Large Core ETF

JPMorgan Fundamental Data Science Mid Core ETF

JPMorgan Fundamental Data Science Small Core ETF

JPMorgan U.S. Research Enhanced Large Cap ETF


JPMorgan U.S. Research Enhanced Equity Fund

JPMorgan U.S. Applied Data Science Value Fund

JPMorgan SmartRetirement Blend Income Fund

JPMorgan SmartRetirement Blend 2055 Fund

JPMorgan SmartRetirement Blend 2025 Fund

JPMorgan SmartRetirement Blend 2030 Fund

JPMorgan SmartRetirement Blend 2035 Fund

JPMorgan SmartRetirement Blend 2040 Fund

JPMorgan SmartRetirement Blend 2045 Fund

JPMorgan SmartRetirement Blend 2050 Fund

JPMorgan SmartRetirement Blend 2060 Fund


Undiscovered Managers Behavioral Value Fund


Western Asset Management Company Limited


Impact Shares NAACP Minority Empowerment ETF


Advanced Asset Management Advisors, Inc.


Alpha Fiduciary Quantitative Strategy Fund


Eubel Brady & Suttman Income and Appreciation Fund

Eubel Brady & Suttman Asset Management, Inc.


BlackRock Sustainable Emerging Markets Equity Fund

BlackRock Asset Management North Asia Limited


Western Asset Global High Income Fund Inc.

Western Asset Management Company Pte. Ltd.


Western Asset High Yield Defined Opportunity Fund Inc.


NYLI CBRE Global Infrastructure Megatrends Term Fund

CBRE Investment Management Listed Real Assets LLC

Computershare Trust Company, National Association


Columbia Management Investment Distributors, Inc.

Columbia Management Investment Advisers, LLC

Columbia Management Investment Services Corp.

Columbia Seligman Technology and Information Fund

American Century Investment Management, Inc.


DSS AmericaFirst Monthly Risk-On Risk-Off Fund

DSS AmericaFirst Alpha Trends Factor Fund