ETFs Holding AFRM

iShares Russell Mid-Cap Index Fund Class K

Federated Hermes MDT Mid Cap Growth Fund Class A

Federated Hermes MDT Mid Cap Growth Fund Institutional Class

SIMT Mid-Cap Fund Class F

SIMT Mid-Cap Fund Class I

BNY Mellon Active MidCap Fund Class A

BNY Mellon Active MidCap Fund Class Y

Fidelity Advisor Diversified Stock Fund Class C

Fidelity Advisor Diversified Stock Fund Class I

Fidelity Advisor Diversified Stock Fund

Voya Russell Mid Cap Index Portfolio Initial

Voya Russell Mid Cap Index Portfolio S2

Voya VACS Index Series MC Portfolio

Venerable Mid Cap Index Fund Class V

Avantis US Mid Cap Equity ETF

Indexperts Gorilla Aggressive Growth ETF

Vanguard Explorer Fund Investor Class

First Trust Large Cap Core AlphaDEX Fund

Goldman Sachs MarketBeta Russell 1000 Growth Equity ETF

Dimensional US Sustainability Core 1 ETF

GuideMark Small/Mid Cap Core Fund Service Class

GuideMark Small/Mid Cap Core Fund Class RS

Vanguard Russell 1000 Growth ETF

Dimensional US Core Equity 2 ETF

American Century Disciplined Value Fund R5 Class

American Century Disciplined Value Fund A Class

American Century Disciplined Value Fund Investor Class

BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares

Dimensional US Core Equity 1 ETF

AQR LSE Fusion Fund Class I

AQR LSE Fusion Fund Class R6

Russell Tax-Managed US Mid & Small Cap Fund Class A

Russell Tax-Managed US Mid & Small Cap Fund Class S

Invesco Russell 1000 Equal Weight ETF

VictoryShares WestEnd US Sector ETF

Defiance Large Cap ex-Mag 7 ETF

Fidelity Puritan K6 Fund Class K6

JPMorgan Hedged Equity 2 Fund Class A

JPMorgan Hedged Equity 2 Fund Class R5

JPMorgan Hedged Equity Fund Class I

JPMorgan Hedged Equity 2 Fund Class I

JPMorgan Hedged Equity Fund Class R5

JPMorgan Hedged Equity 3 Fund Class I

JPMorgan Hedged Equity 3 Fund Class R5

JPMorgan Hedged Equity 3 Fund Class R6

US Large Cap Equity Portfolio Inst Cl

Goldman Sachs JUST US Large Cap Equity ETF

Dimensional US Core Equity Market ETF

American Century Strategic Allocation Aggressive Fund R Class

American Century Strategic Allocation Aggressive Fund I Class

American Century Strategic Allocation Aggressive Fund R5 Class

Calvert US Large Cap Growth Responsible Index Fund Class I

Calvert US Large Cap Growth Responsible Index Fund Class R6

DFA US Core Equity 2 Portfolio

Strategic Advisers Fidelity US Total Stock Fund

Fidelity Puritan Fund Class K

Strategic Advisers US Total Stock Fund

JPMorgan Mid Cap Equity Fund Class A

JPMorgan Mid Cap Equity Fund Class R2

JPMorgan Mid Cap Equity Fund Class R6

BlackRock Advantage Small Cap Growth Fund Institutional Class

AQR Long-Short Equity Fund Class I

Sanford C. Bernstein Fund Tax-Aware Overlay A Portfolio Class 1

American Century Strategic Allocation Aggressive Fund Investor Class

JPMorgan Mid Cap Equity Fund Class I

BlackRock Advantage Small Cap Growth Fund Class R

Goldman Sachs MarketBeta US 1000 Equity ETF

iShares Russell 3000 ETF

iShares MSCI World ETF

Vanguard Russell 3000 ETF

iShares Core S&P Total US Stock Market ETF

State Street SPDR Russell 1000 Momentum Focus ETF

Schwab 1000 Index ETF

BNY Mellon US Large Cap Core Equity ETF

Global X Adaptive US Risk Management ETF

TCW Transform 500 ETF

American Century Strategic Allocation Moderate Fund A Class

American Century Strategic Allocation Moderate Fund R6 Class

American Century Strategic Allocation Moderate Fund R5 Class

Bridge Builder Tax Managed Large Cap Fund

BlackRock Advantage Small Cap Core Fund Investor C Class

BlackRock Advantage Small Cap Core Fund Class K

Fidelity Series Large Cap Growth Index Fund

Fidelity ZERO Total Market Index Fund

John Hancock Variable Insurance Trust Total Stock Market Index Trust Series Nav

John Hancock Variable Insurance Trust Total Stock Market Index Trust Series I

Principal Global Multi-Strategy Fund Class R6

Principal Global Multi-Strategy Fund Institutional Class

Sanford C Bernstein Fund Class 2

Schwab US Large-Cap Growth Index Fund

Schwab Total Stock Market Index Fund

JLens 500 Jewish Advocacy US ETF

Victory 500 Index Fund Reward Shares

Vanguard Morningstar Total Stock Market Index Fund Institutional Class

Vanguard Morningstar Total Stock Market Index Fund Select Shares

Vanguard Morningstar Total Stock Market Index Fund Investor Class

Wilshire 5000 Index Fund Institutional Class

BlackRock Global Equity Market Neutral Fund Class C

BlackRock Global Equity Market Neutral Fund Institutional Class

DFA US Social Core Equity 2 Portfolio

ALPS Equal Sector Weight ETF

Vanguard Total World Stock ETF

Xtrackers MSCI Kokusai Equity ETF

Innovator Equity Premium Income - Daily PutWrite ETF

American Century Strategic Allocation Conservative Fund R5 Class

American Century Strategic Allocation Conservative Fund C Class

American Century Strategic Allocation Conservative Fund A Class

Avantis Total Equity Markets ETF

Calvert US Large Cap Core Responsible Index Fund Class I

Calvert US Large Cap Core Responsible Index Fund Class R6

Diversified Equity Fund

Wilshire Large Company Value Portfolio Fund Investment Class

Fidelity Series Total Market Index Fund

Fidelity Large Cap Value Index Fund

Growth Equity Index Fund Class Institutional

Goldman Sachs US Equity Dividend and Premium Fund Class R6

Goldman Sachs US Equity Dividend and Premium Fund Class A

Goldman Sachs US Equity Dividend and Premium Fund Class C

The ESG Growth Portfolio, HC Capital Trust HC Strategic Shares

SEI Institutional Investments Trust - Large Cap Index Fund Class A

T. Rowe Price Tax-Efficient Equity Fund Investor Class

SIMT Large Cap Index Fund Class F

SIMT Large Cap Growth Fund Class I

T. Rowe Price Tax-Efficient Equity Fund I Class

American Century Strategic Allocation Conservative Fund Investor Class

Vanguard Morningstar Institutional Total Stock Market Index Fund Institutional Plus Class

Vanguard Russell 1000 Value Index Fund Insti Cl

Vanguard Tax-Managed Capital Appreciation Fund Institutional Shares

Vanguard Total World Stock Index Fund Admiral Class

Wilshire Large Company Value Portfolio Fund Institutional Class

Nuveen S&P 500 Dynamic Overwrite Fund

BlackRock Managed Volatility V.I. Fund Class I

iShares Total US Stock Market Index Fund Institutional Class

WisdomTree US LargeCap Fund

Dimensional Emerging Markets ex China Core Equity ETF

Avantis US Equity Fund Class G

BlackRock Tactical Opportunities Fund Investor C Class

Destinations Small-Mid Cap Equity Fund Class Z

iShares Enhanced Large Cap Core Active ETF

Fidelity Advisor Hedged Equity Fund

Fidelity Advisor Hedged Equity Fund Class I

Fidelity Advisor Hedged Equity Fund Class Z

Value Equity Index Fund Class Investor

HC Capital Trust - The Institutional US Equity Portfolio

Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Class R6

MSVIF Global Strategist Portfolio Class I

Morgan Stanley Institutional Fund Trust - Global Strategist Portfolio Class L

New Covenant Growth Fund

BlackRock Tactical Opportunities Fund Institutional Class

BlackRock Tactical Opportunities Fund Investor A Class

Principal MidCap Value Fund I

Principal MidCap Value Fund Class J

Meeder Quantex Fund Adviser Class

CREF Total Global Stock Account Class R2

CREF Total Global Stock Account Class R3

Russell Multifactor US Equity Fund Class A

Russell Multifactor US Equity Fund Class R6

Russell Multifactor US Equity Fund Class S

Symmetry Panoramic Global Equity Fund Class I

WisdomTree 500 Digital Fund

State Street Total Return V.I.S. Fund CL 3

Victory Growth & Income Fund Institutional Shares

Vanguard Balanced Index Fund Institutional Plus

VALIC Company I Growth Fund

Vanguard Balanced Index Fund

BlackRock Diversified Equity Alpha Fund Institutional Class

iShares Low Carbon Optimized MSCI ACWI ETF

Longview Advantage ETF

Thrivent Global Stock Fund Class A

Bridge Builder Small/Mid Cap Value Fund

Six Circles Managed Equity Portfolio US Unconstrained Fund

Goldman Sachs Absolute Return Tracker Fund Class R6

Goldman Sachs Absolute Return Tracker Fund Class C

Goldman Sachs Absolute Return Tracker Fund Class R

Goldman Sachs Absolute Return Tracker Fund Investor Class

Principal Large Cap Growth Fund I Class R6

Principal Large Cap Growth Fund I Class J

Principal LargeCap Value Fund III Class J

Principal LargeCap Value Fund III Class R-3

Principal Large Cap Growth Fund I Class R-3

Thrivent Aggressive Allocation Fund Class A

Thrivent Moderately Conservative Allocation Fund Class S

Thrivent Moderate Allocation Fund Class A

Thrivent Moderate Allocation Fund Class S

Thrivent Moderately Aggressive Allocation Fund Class A

Nuveen Large Cap Growth Index Fund Retirement Class

AQR CVX Fusion Fund Class N