| Holding | Mar 20 | Jun 20 | Sep 20 | Dec 20 | Mar 21 | Jun 21 | Sep 21 | Dec 21 | Mar 22 | Jun 22 | Sep 22 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| AB Discovery Value Fund | |||||||||||
| Akre Focus Fund | |||||||||||
| Amplify Blackswan Growth & Tre | |||||||||||
| Ariel Fund | |||||||||||
| Brown Advisory Sustainable Gro | |||||||||||
| Calvert Equity Fund | |||||||||||
| Fidelity Advisor Growth Opport | |||||||||||
| Fidelity Blue Chip Growth Fund | |||||||||||
| Fidelity Convertible Securitie | |||||||||||
| Fidelity Government Portfolio | |||||||||||
| Fidelity Value Fund | |||||||||||
| First Trust Exchange-Traded Fu | |||||||||||
| First Trust Rising Dividend Ac | |||||||||||
| Hartford Growth Opportunities | |||||||||||
| Infinity Q Diversified Alpha F | |||||||||||
| Invesco Exchange-Traded Fund T | |||||||||||
| Invesco S&P 500 Equal Weight E | |||||||||||
| Invesco S&P 500 High Dividend | |||||||||||
| Invesco S&P 500 Low Volatility | |||||||||||
| Invesco S&P 500 Pure Growth ET | |||||||||||
| Invesco Summit Fund | |||||||||||
| iShares Core High Dividend ETF | |||||||||||
| iShares Core Moderate Allocati | |||||||||||
| iShares MSCI USA Quality Facto | |||||||||||
| iShares Russell Top 200 Growth | |||||||||||
| iShares S&P 100 ETF | |||||||||||
| iShares S&P Mid-Cap 400 Value | |||||||||||
| iShares Select Dividend ETF | |||||||||||
| iShares Trust - iShares MSCI K | |||||||||||
| JPMorgan Diversified Return US | |||||||||||
| Lazard Global Listed Infrastru | |||||||||||
| Merger Fund/The | |||||||||||
| Oakmark Fund | |||||||||||
| Pacer US Cash Cows 100 ETF | |||||||||||
| Parnassus Endeavor Fund | |||||||||||
| Polen Growth Fund | |||||||||||
| Royce Pennsylvania Mutual Fund | |||||||||||
| Salient Tactical Growth Fund | |||||||||||
| Schwab U.S. Large-Cap Growth E | |||||||||||
| Schwab US Large-Cap ETF | |||||||||||
| SPDR Bloomberg Barclays Conver | |||||||||||
| SPDR Portfolio S&P 500 Growth | |||||||||||
| SPDR S&P Dividend ETF | |||||||||||
| Touchstone Mid Cap Growth Fund | |||||||||||
| Transamerica Capital Growth | |||||||||||
| Transamerica US Growth | |||||||||||
| VanEck Vectors Morningstar Wid | |||||||||||
| Vanguard Growth ETF | |||||||||||
| Vanguard Mega Cap Growth ETF | |||||||||||
| WisdomTree US LargeCap Dividen | |||||||||||
| Xtrackers MSCI EAFE Hedged Equ |
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