Form N-PX is to be used by a registered management investment company, other than a small business investment company registered on Form N-5 (§§. 239.24 and 274.5 of this chapter), to file reports with the Commission, not later than August 31 of each year, containing the registrant's proxy voting record for the most recent twelve-month period ended June 30, pursuant to section 30 of the Investment Company Act of 1940 and rule 30b1-4 thereunder (17 CFR 270.30b1-4). The Commission may use the information provided on Form N-PX in its regulatory, disclosure review, inspection, and policymaking roles.
A registrant is required to disclose the information specified by Form N-PX, and the Commission will make this information public. A registrant is not required to respond to the collection of information contained in Form N-PX unless the Form displays a currently valid Office of Management and Budget ("OMB") control number. Please direct comments concerning the accuracy of the information collection burden estimate and any suggestions for reducing the burden to the Secretary, Securities and Exchange Commission, 450 Fifth Street, NW, Washington, DC 20549-0609. The OMB has reviewed this collection of information under the clearance requirements of 44 U.S.C. §. 3507.
ITEM 1. PROXY VOTING RECORD: (see attached table)
Appended hereto as Exhibit A is the following information indicating for each matter relating to a portfolio security owned by the Registrant considered at any shareholder meeting held during the twelve month period ended June 30, 2017 with respect to which the Registrant was entitled to vote:
(c) The Council on Uniform Securities Identification Procedures ("CUSIP") number for the portfolio security;
(h) How the Registrant cast its vote (e.g., for or against proposal, or abstain; for or withhold regarding election of directors); and
(i) Whether the Registrant cast its vote for or against management.
Registrant: AdvisorOne Funds | | | | | | | | | Item 1, Exhibit A |
Investment Company Act file number: 811-08037 | | | | | | | | | |
Reporting Period: | July 1, 2016 - June 30, 2017 | | | | | | | |
| | | | | | | | | | |
FORM N-PX - PROXY VOTING RECORD REQUIREMENTS |
| (a) Issuer's Name | (b) Exchange Ticker Symbol | (c)"CUSIP" # | (d) Shareholder Meeting Date | (e) Matter Identification | (f) Proposal Type | (g) Voted | (h) Vote Cast | (i) For/Against Management | (j) Fund Name |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.1 Elect Michael J. Castellano | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.2 Elect Richard E. Cavanagh | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.3 Elect Cynthia L. Egan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.4 Elect Frank J. Fabozzi | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.5 Elect Jerrold B. Harris | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.6 Elect R. Glenn Hubbard | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.7 Elect W. Carl Kester | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.8 Elect Catherine A. Lynch | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.9 Elect Barbara G. Novick | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.10 Elect John M. Perlowski | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.11 Elect Karen P. Robards | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.1 Elect Michael J. Castellano | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.2 Elect Richard E. Cavanagh | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.3 Elect Cynthia L. Egan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.4 Elect Frank J. Fabozzi | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.5 Elect Jerrold B. Harris | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.6 Elect R. Glenn Hubbard | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.7 Elect W. Carl Kester | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.8 Elect Catherine A. Lynch | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.9 Elect Barbara G. Novick | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.10 Elect John M. Perlowski | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| BlackRock Corporation High Yield Fund III Inc | HYT | 09255P107 | 7/26/2016 | 1.11 Elect Karen P. Robards | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| Morgan Stanley China A Share Fund Inc | CAF | 617468103 | 7/27/2016 | 1.1 Elect Frank L. Bowman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| Morgan Stanley China A Share Fund Inc | CAF | 617468103 | 7/27/2016 | 1.2 Elect Jakki L. Haussler | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| Morgan Stanley China A Share Fund Inc | CAF | 617468103 | 7/27/2016 | 1.3 Elect James F. Higgins | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| Morgan Stanley China A Share Fund Inc | CAF | 617468103 | 7/27/2016 | 1.4 Elect Manuel H. Johnson | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| Morgan Stanley China A Share Fund Inc | CAF | 617468103 | 7/27/2016 | 1.1 Elect Frank L. Bowman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| Morgan Stanley China A Share Fund Inc | CAF | 617468103 | 7/27/2016 | 1.2 Elect Jakki L. Haussler | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| Morgan Stanley China A Share Fund Inc | CAF | 617468103 | 7/27/2016 | 1.3 Elect James F. Higgins | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| Morgan Stanley China A Share Fund Inc | CAF | 617468103 | 7/27/2016 | 1.4 Elect Manuel H. Johnson | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| Royce Value Trust Inc | RVT | 780910105 | 9/19/2016 | 1.1 Elect Patricia W. Chadwick | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| Royce Value Trust Inc | RVT | 780910105 | 9/19/2016 | 1.2 Elect Arthur S. Mehlman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| Royce Value Trust Inc | RVT | 780910105 | 9/19/2016 | 1.3 Elect Michael K. Shields | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 1. Approval of a New Investment Advisory Agreement | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.1 Elect Kathleen Blatz | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.2 Elect Edward J. Boudreau, Jr. | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.3 Elect Pamela G. Carlton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.4 Elect William P. Carmichael | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.5 Elect Patricia M. Flynn | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.6 Elect William A. Hawkins | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.7 Elect R. Glenn Hilliard | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.8 Elect Catherine James Paglia | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.9 Elect Minor M. Shaw | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.10 Elect Alison Taunton-Rigby | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.11 Elect Anthony M. Santomero | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 2.12 Elect William F. Truscott | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| EGA Emerging Markets Consumer ETF | ECON | 268461779 | 9/30/2016 | 3. Approval of a Managers of Managers Structure | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Growth |
| Templeton Global Income Fund Inc | GIM | 880198106 | 3/1/2017 | 1.1 Elect Edith E. Holiday | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| Templeton Global Income Fund Inc | GIM | 880198106 | 3/1/2017 | 1.2 Elect J. Michael Luttig | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| Templeton Global Income Fund Inc | GIM | 880198106 | 3/1/2017 | 1.3 Elect Constantine D. Tseretopoulos | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| Templeton Global Income Fund Inc | GIM | 880198106 | 3/1/2017 | 1.4 Elect Mary C. Choksi | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| Templeton Global Income Fund Inc | GIM | 880198106 | 3/1/2017 | 2. Ratification of Auditor | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI AUSTRALIA ETF | EWA | 464286103 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI AUSTRALIA ETF | EWA | 464286103 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI AUSTRALIA ETF | EWA | 464286103 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI AUSTRALIA ETF | EWA | 464286103 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI AUSTRALIA ETF | EWA | 464286103 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI AUSTRALIA ETF | EWA | 464286103 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI AUSTRALIA ETF | EWA | 464286103 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI AUSTRALIA ETF | EWA | 464286103 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI AUSTRALIA ETF | EWA | 464286103 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI AUSTRALIA ETF | EWA | 464286103 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI FRONTIER 100 ETF | FM | 464286145 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI FRONTIER 100 ETF | FM | 464286145 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI FRONTIER 100 ETF | FM | 464286145 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI FRONTIER 100 ETF | FM | 464286145 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI FRONTIER 100 ETF | FM | 464286145 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI AUSTRIA CAPPED ETF | EWO | 464286202 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI AUSTRIA CAPPED ETF | EWO | 464286202 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI AUSTRIA CAPPED ETF | EWO | 464286202 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI AUSTRIA CAPPED ETF | EWO | 464286202 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI AUSTRIA CAPPED ETF | EWO | 464286202 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI EMER MARKETS SMALL CAP ETF | EEMS | 464286475 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI EMER MARKETS SMALL CAP ETF | EEMS | 464286475 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI EMER MARKETS SMALL CAP ETF | EEMS | 464286475 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI EMER MARKETS SMALL CAP ETF | EEMS | 464286475 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI EMER MARKETS SMALL CAP ETF | EEMS | 464286475 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI CANADA ETF | EWC | 464286509 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI CANADA ETF | EWC | 464286509 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI CANADA ETF | EWC | 464286509 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI CANADA ETF | EWC | 464286509 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI CANADA ETF | EWC | 464286509 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES INC JP MORGAN EM LOCAL CURRE | LEMB | 464286517 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES INC JP MORGAN EM LOCAL CURRE | LEMB | 464286517 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES INC JP MORGAN EM LOCAL CURRE | LEMB | 464286517 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES INC JP MORGAN EM LOCAL CURRE | LEMB | 464286517 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES INC JP MORGAN EM LOCAL CURRE | LEMB | 464286517 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES MIN VOL EMERGING MKT ETF | EEMV | 464286533 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MIN VOL EMERGING MKT ETF | EEMV | 464286533 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MIN VOL EMERGING MKT ETF | EEMV | 464286533 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MIN VOL EMERGING MKT ETF | EEMV | 464286533 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MIN VOL EMERGING MKT ETF | EEMV | 464286533 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI ISRAEL CAPPED ETF | EIS | 464286632 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI ISRAEL CAPPED ETF | EIS | 464286632 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI ISRAEL CAPPED ETF | EIS | 464286632 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI ISRAEL CAPPED ETF | EIS | 464286632 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI ISRAEL CAPPED ETF | EIS | 464286632 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI CHILE CAPPED ETF | ECH | 464286640 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI CHILE CAPPED ETF | ECH | 464286640 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI CHILE CAPPED ETF | ECH | 464286640 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI CHILE CAPPED ETF | ECH | 464286640 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI CHILE CAPPED ETF | ECH | 464286640 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI PACIFIC EX JAPAN ETF | EPP | 464286665 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI PACIFIC EX JAPAN ETF | EPP | 464286665 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI PACIFIC EX JAPAN ETF | EPP | 464286665 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI PACIFIC EX JAPAN ETF | EPP | 464286665 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI PACIFIC EX JAPAN ETF | EPP | 464286665 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI SPAIN CAPPED ETF | EWP | 464286764 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI SPAIN CAPPED ETF | EWP | 464286764 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI SPAIN CAPPED ETF | EWP | 464286764 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI SPAIN CAPPED ETF | EWP | 464286764 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI SPAIN CAPPED ETF | EWP | 464286764 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI SPAIN CAPPED ETF | EWP | 464286764 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SPAIN CAPPED ETF | EWP | 464286764 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SPAIN CAPPED ETF | EWP | 464286764 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SPAIN CAPPED ETF | EWP | 464286764 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SPAIN CAPPED ETF | EWP | 464286764 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SOUTH KOREA CAPPED ETF | EWY | 464286772 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SOUTH KOREA CAPPED ETF | EWY | 464286772 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SOUTH KOREA CAPPED ETF | EWY | 464286772 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SOUTH KOREA CAPPED ETF | EWY | 464286772 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SOUTH KOREA CAPPED ETF | EWY | 464286772 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI MEXICO CAPPED ETF | EWW | 464286822 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI MEXICO CAPPED ETF | EWW | 464286822 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI MEXICO CAPPED ETF | EWW | 464286822 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI MEXICO CAPPED ETF | EWW | 464286822 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI MEXICO CAPPED ETF | EWW | 464286822 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES INTL VALUE FACTOR ETF | IVLU | 46435G409 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES INTL VALUE FACTOR ETF | IVLU | 46435G409 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES INTL VALUE FACTOR ETF | IVLU | 46435G409 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES INTL VALUE FACTOR ETF | IVLU | 46435G409 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES INTL VALUE FACTOR ETF | IVLU | 46435G409 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI EM ESG OPTIMIZED ETF | ESGE | 46435G508 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI EM ESG OPTIMIZED ETF | ESGE | 46435G508 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI EM ESG OPTIMIZED ETF | ESGE | 46435G508 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI EM ESG OPTIMIZED ETF | ESGE | 46435G508 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI EM ESG OPTIMIZED ETF | ESGE | 46435G508 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI RUSSIA CAPPED ETF | ERUS | 46434G798 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI RUSSIA CAPPED ETF | ERUS | 46434G798 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI RUSSIA CAPPED ETF | ERUS | 46434G798 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI RUSSIA CAPPED ETF | ERUS | 46434G798 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI RUSSIA CAPPED ETF | ERUS | 46434G798 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | 46432F396 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | 46432F396 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | 46432F396 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | 46432F396 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | 46432F396 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI ITALY CAPPED ETF | EWI | 46434G830 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI ITALY CAPPED ETF | EWI | 46434G830 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI ITALY CAPPED ETF | EWI | 46434G830 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI ITALY CAPPED ETF | EWI | 46434G830 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI ITALY CAPPED ETF | EWI | 46434G830 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI RUSSIA CAPPED ETF | ERUS | 46434G798 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI RUSSIA CAPPED ETF | ERUS | 46434G798 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI RUSSIA CAPPED ETF | ERUS | 46434G798 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI RUSSIA CAPPED ETF | ERUS | 46434G798 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI RUSSIA CAPPED ETF | ERUS | 46434G798 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | 46432F396 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | 46432F396 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | 46432F396 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | 46432F396 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | 46432F396 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI JAPAN ETF | EWJ | 46434G822 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI JAPAN ETF | EWJ | 46434G822 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI JAPAN ETF | EWJ | 46434G822 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI JAPAN ETF | EWJ | 46434G822 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI JAPAN ETF | EWJ | 46434G822 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | 46434G103 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | 46434G103 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | 46434G103 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | 46434G103 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | 46434G103 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI SINGAPORE ETF | EWS | 46434G780 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SINGAPORE ETF | EWS | 46434G780 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SINGAPORE ETF | EWS | 46434G780 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SINGAPORE ETF | EWS | 46434G780 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI SINGAPORE ETF | EWS | 46434G780 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI TAIWAN ETF | EWT | 46434G772 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI TAIWAN ETF | EWT | 46434G772 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI TAIWAN ETF | EWT | 46434G772 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI TAIWAN ETF | EWT | 46434G772 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI TAIWAN ETF | EWT | 46434G772 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI UNITED KINGDOM ETF | EWU | 46435G334 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI UNITED KINGDOM ETF | EWU | 46435G334 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI UNITED KINGDOM ETF | EWU | 46435G334 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI UNITED KINGDOM ETF | EWU | 46435G334 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI UNITED KINGDOM ETF | EWU | 46435G334 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI MALAYSIA ETF | EWM | 46434G814 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI MALAYSIA ETF | EWM | 46434G814 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI MALAYSIA ETF | EWM | 46434G814 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI MALAYSIA ETF | EWM | 46434G814 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI MALAYSIA ETF | EWM | 46434G814 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI ITALY CAPPED ETF | EWI | 46434G830 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI ITALY CAPPED ETF | EWI | 46434G830 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI ITALY CAPPED ETF | EWI | 46434G830 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI ITALY CAPPED ETF | EWI | 46434G830 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI ITALY CAPPED ETF | EWI | 46434G830 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES CORE MSCI EAFE ETF | IEFA | 46432F842 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES CORE MSCI EAFE ETF | IEFA | 46432F842 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES CORE MSCI EAFE ETF | IEFA | 46432F842 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES CORE MSCI EAFE ETF | IEFA | 46432F842 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES CORE MSCI EAFE ETF | IEFA | 46432F842 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES USA VALUE FACTOR ETF | VLUE | 46432F388 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | 46434G103 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | 46434G103 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | 46434G103 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | 46434G103 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | 46434G103 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | 46432F339 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES TR TIPS BD ETF | TIP | 464287176 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR TIPS BD ETF | TIP | 464287176 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR TIPS BD ETF | TIP | 464287176 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR TIPS BD ETF | TIP | 464287176 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR TIPS BD ETF | TIP | 464287176 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR TIPS BD ETF | TIP | 464287176 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES TR TIPS BD ETF | TIP | 464287176 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES TR TIPS BD ETF | TIP | 464287176 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES TR TIPS BD ETF | TIP | 464287176 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES TR TIPS BD ETF | TIP | 464287176 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES CORE S&P 500 ETF | IVV | 464287200 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES CORE S&P 500 ETF | IVV | 464287200 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES CORE S&P 500 ETF | IVV | 464287200 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES CORE S&P 500 ETF | IVV | 464287200 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES CORE S&P 500 ETF | IVV | 464287200 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | 464287226 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | 464287226 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | 464287226 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | 464287226 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES CORE U.S. AGGREGATE BOND ETF | AGG | 464287226 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES GLOBAL HEALTHCARE ETF | IXJ | 464287325 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES GLOBAL HEALTHCARE ETF | IXJ | 464287325 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES GLOBAL HEALTHCARE ETF | IXJ | 464287325 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES GLOBAL HEALTHCARE ETF | IXJ | 464287325 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES GLOBAL HEALTHCARE ETF | IXJ | 464287325 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES GLOBAL HEALTHCARE ETF | IXJ | 464287325 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES GLOBAL HEALTHCARE ETF | IXJ | 464287325 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES GLOBAL HEALTHCARE ETF | IXJ | 464287325 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES GLOBAL HEALTHCARE ETF | IXJ | 464287325 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES GLOBAL HEALTHCARE ETF | IXJ | 464287325 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES TR GLOBAL ENERGY ETF | IXC | 464287341 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES TR GLOBAL ENERGY ETF | IXC | 464287341 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES TR GLOBAL ENERGY ETF | IXC | 464287341 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES TR GLOBAL ENERGY ETF | IXC | 464287341 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES TR GLOBAL ENERGY ETF | IXC | 464287341 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES BARCLAYS 20+ YEAR TREASURY B | TLT | 464287432 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 20+ YEAR TREASURY B | TLT | 464287432 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 20+ YEAR TREASURY B | TLT | 464287432 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 20+ YEAR TREASURY B | TLT | 464287432 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 20+ YEAR TREASURY B | TLT | 464287432 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 1-3 YEAR TREASURY B | SHY | 464287457 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 1-3 YEAR TREASURY B | SHY | 464287457 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 1-3 YEAR TREASURY B | SHY | 464287457 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 1-3 YEAR TREASURY B | SHY | 464287457 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 1-3 YEAR TREASURY B | SHY | 464287457 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR MSCI EAFE ETF | EFA | 464287465 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR MSCI EAFE ETF | EFA | 464287465 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR MSCI EAFE ETF | EFA | 464287465 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR MSCI EAFE ETF | EFA | 464287465 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR MSCI EAFE ETF | EFA | 464287465 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES PHLX SEMICONDUCTOR ETF | SOXX | 464287523 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES PHLX SEMICONDUCTOR ETF | SOXX | 464287523 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES PHLX SEMICONDUCTOR ETF | SOXX | 464287523 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES PHLX SEMICONDUCTOR ETF | SOXX | 464287523 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES PHLX SEMICONDUCTOR ETF | SOXX | 464287523 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES NASDAQ BIOTECHNOLOGY ETF | IBB | 464287556 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES NASDAQ BIOTECHNOLOGY ETF | IBB | 464287556 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES NASDAQ BIOTECHNOLOGY ETF | IBB | 464287556 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES NASDAQ BIOTECHNOLOGY ETF | IBB | 464287556 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES NASDAQ BIOTECHNOLOGY ETF | IBB | 464287556 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR U S FINL SVCS ETF | IYG | 464287770 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR U S FINL SVCS ETF | IYG | 464287770 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR U S FINL SVCS ETF | IYG | 464287770 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR U S FINL SVCS ETF | IYG | 464287770 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR U S FINL SVCS ETF | IYG | 464287770 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI ALL COUNTRY ASIA EX JAP | AAXJ | 464288182 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI ALL COUNTRY ASIA EX JAP | AAXJ | 464288182 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI ALL COUNTRY ASIA EX JAP | AAXJ | 464288182 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI ALL COUNTRY ASIA EX JAP | AAXJ | 464288182 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI ALL COUNTRY ASIA EX JAP | AAXJ | 464288182 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI ACWI ETF | ACWI | 464288257 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES MSCI ACWI ETF | ACWI | 464288257 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES MSCI ACWI ETF | ACWI | 464288257 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES MSCI ACWI ETF | ACWI | 464288257 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES MSCI ACWI ETF | ACWI | 464288257 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Shelter |
| ISHARES USD EMRG MRKTS BOND ETF | EMB | 464288281 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES USD EMRG MRKTS BOND ETF | EMB | 464288281 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES USD EMRG MRKTS BOND ETF | EMB | 464288281 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES USD EMRG MRKTS BOND ETF | EMB | 464288281 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES USD EMRG MRKTS BOND ETF | EMB | 464288281 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES NATIONAL MUNI BOND ETF | MUB | 464288414 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES NATIONAL MUNI BOND ETF | MUB | 464288414 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES NATIONAL MUNI BOND ETF | MUB | 464288414 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES NATIONAL MUNI BOND ETF | MUB | 464288414 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES NATIONAL MUNI BOND ETF | MUB | 464288414 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR IBOXX $ HIGH YIELD CORP | HYG | 464288513 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR IBOXX $ HIGH YIELD CORP | HYG | 464288513 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR IBOXX $ HIGH YIELD CORP | HYG | 464288513 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR IBOXX $ HIGH YIELD CORP | HYG | 464288513 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR IBOXX $ HIGH YIELD CORP | HYG | 464288513 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES U.S. CREDIT BOND ETF | CRED | 464288620 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES U.S. CREDIT BOND ETF | CRED | 464288620 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES U.S. CREDIT BOND ETF | CRED | 464288620 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES U.S. CREDIT BOND ETF | CRED | 464288620 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES U.S. CREDIT BOND ETF | CRED | 464288620 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR INTERMEDIATE CR BD ETF | CIU | 464288638 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR INTERMEDIATE CR BD ETF | CIU | 464288638 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR INTERMEDIATE CR BD ETF | CIU | 464288638 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR INTERMEDIATE CR BD ETF | CIU | 464288638 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES TR INTERMEDIATE CR BD ETF | CIU | 464288638 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 3-7 YR TREAS BD ETF | IEI | 464288661 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 3-7 YR TREAS BD ETF | IEI | 464288661 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 3-7 YR TREAS BD ETF | IEI | 464288661 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 3-7 YR TREAS BD ETF | IEI | 464288661 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 3-7 YR TREAS BD ETF | IEI | 464288661 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES BARCLAYS 3-7 YR TREAS BD ETF | IEI | 464288661 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES BARCLAYS 3-7 YR TREAS BD ETF | IEI | 464288661 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES BARCLAYS 3-7 YR TREAS BD ETF | IEI | 464288661 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES BARCLAYS 3-7 YR TREAS BD ETF | IEI | 464288661 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES BARCLAYS 3-7 YR TREAS BD ETF | IEI | 464288661 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES S&P U.S. PREFERRED STK ETF | PFF | 464288687 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES S&P U.S. PREFERRED STK ETF | PFF | 464288687 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES S&P U.S. PREFERRED STK ETF | PFF | 464288687 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES S&P U.S. PREFERRED STK ETF | PFF | 464288687 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES S&P U.S. PREFERRED STK ETF | PFF | 464288687 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| ISHARES S&P U.S. PREFERRED STK ETF | PFF | 464288687 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES S&P U.S. PREFERRED STK ETF | PFF | 464288687 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES S&P U.S. PREFERRED STK ETF | PFF | 464288687 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES S&P U.S. PREFERRED STK ETF | PFF | 464288687 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES S&P U.S. PREFERRED STK ETF | PFF | 464288687 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES TR US INSURANCE ETF | IAK | 464288786 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR US INSURANCE ETF | IAK | 464288786 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR US INSURANCE ETF | IAK | 464288786 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR US INSURANCE ETF | IAK | 464288786 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR US INSURANCE ETF | IAK | 464288786 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES U.S. MEDICAL DEVICES ETF | IHI | 464288810 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES U.S. MEDICAL DEVICES ETF | IHI | 464288810 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES U.S. MEDICAL DEVICES ETF | IHI | 464288810 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES U.S. MEDICAL DEVICES ETF | IHI | 464288810 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES U.S. MEDICAL DEVICES ETF | IHI | 464288810 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR US OIL EQUIP & SVCS ETF | IEZ | 464288844 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR US OIL EQUIP & SVCS ETF | IEZ | 464288844 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR US OIL EQUIP & SVCS ETF | IEZ | 464288844 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR US OIL EQUIP & SVCS ETF | IEZ | 464288844 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES TR US OIL EQUIP & SVCS ETF | IEZ | 464288844 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Flexible Income |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| MSCI EAFE VALUE ETF | EFV | 464288877 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Diversified Eqty |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI EUROPE FINANCIALS ETF | EUFN | 464289180 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MSCI INDIA INDEX FUND | INDA | 46429B598 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI INDIA INDEX FUND | INDA | 46429B598 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI INDIA INDEX FUND | INDA | 46429B598 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI INDIA INDEX FUND | INDA | 46429B598 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MSCI INDIA INDEX FUND | INDA | 46429B598 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES MINIMUM VOL EAFE ETF | EFAV | 46429B689 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MINIMUM VOL EAFE ETF | EFAV | 46429B689 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MINIMUM VOL EAFE ETF | EFAV | 46429B689 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MINIMUM VOL EAFE ETF | EFAV | 46429B689 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MINIMUM VOL EAFE ETF | EFAV | 46429B689 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Growth and Income |
| ISHARES MINIMUM VOL EAFE ETF | EFAV | 46429B689 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MINIMUM VOL EAFE ETF | EFAV | 46429B689 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MINIMUM VOL EAFE ETF | EFAV | 46429B689 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MINIMUM VOL EAFE ETF | EFAV | 46429B689 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES MINIMUM VOL EAFE ETF | EFAV | 46429B689 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS International Equity |
| ISHARES CURRENCY HEDGED MSCI JAPAN ETF | HEWJ | 46434V886 | 6/19/2017 | 1.1 Elect Jane D. Carlin | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES CURRENCY HEDGED MSCI JAPAN ETF | HEWJ | 46434V886 | 6/19/2017 | 1.2 Elect Richard L. Fagnani | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES CURRENCY HEDGED MSCI JAPAN ETF | HEWJ | 46434V886 | 6/19/2017 | 1.3 Elect Drew E. Lawton | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES CURRENCY HEDGED MSCI JAPAN ETF | HEWJ | 46434V886 | 6/19/2017 | 1.4 Elect Madhav V. Rajan | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
| ISHARES CURRENCY HEDGED MSCI JAPAN ETF | HEWJ | 46434V886 | 6/19/2017 | 1.5 Elect Mark Wiedman | Mgmt | Yes | Echo Vote | N/A | CLS Investments, LLC - CLS Global Aggressive Eqty |
Pursuant to the requirements of the Investment Company Act of 1940, the registrant has duly caused this report to be signed on its behalf by the undersigned, thereunto duly authorized.
* Print the name and title of each signing officer under his or her signature.