ETFs Holding JBTM

Baron Small Cap Fund R6 Shares

Buffalo Small Cap Fund Investor Class

Invesco S&P SmallCap Industrials ETF

FPA Queens Road Small Cap Value Fund Class Institutional

Virtus KAR Small-Mid Cap Value Fund Class A

Virtus KAR Small-Mid Cap Value Fund Class I

Templeton Global Smaller Companies Fund Class R6

Templeton Global Smaller Companies Fund Class C

Homestead Small-Company Stock Fund

Vaughan Nelson Small Cap Fund Class C

Vaughan Nelson Small Cap Fund Class N

AMG TimesSquare Small Cap Growth Fund- Class N

Virtus NFJ Small-Cap Value Fund Class R6

Virtus NFJ Small-Cap Value Fund Class C

Global X Robotics & Artificial Intelligence ETF

Conestoga SMid Cap Fund Institutional Class

Nuveen Small Cap Growth Opportunities Fund Class R6

The Hartford Mid Cap Value Fund Class C

The Hartford Mid Cap Value Fund Class F

The Hartford Mid Cap Value Fund Class I

The Hartford Mid Cap Value Fund Class R5

The Hartford Mid Cap Value Fund Class Y

Nuveen Small Cap Select Fund Class R6

RBC SMID Cap Growth Fund Class R6

RBC SMID Cap Growth Fund Class I

Voya SmallCap Opportunities Portfolio Advisor Class

Voya SmallCap Opportunities Portfolio Initial

WCM Mid Cap Quality Value Fund Class Institutional

WCM Mid Cap Quality Value Fund Class Y

MetLife Small Company Equity Fund Investor Class

Meridian Growth Fund Class A

Meridian Growth Fund Investor Class

Carillon Chartwell Small Cap Value Fund Class A

Carillon Chartwell Small Cap Value Fund Class I

Columbia Small Cap Value Discovery Fund Class S

Columbia Small Cap Value Discovery Fund Class A

Columbia Small Cap Value Discovery Fund Class Inst3

Columbia Small Cap Value Discovery Fund Class Inst2

William Blair Small-Mid Cap Core Fund Class R6

ROBO Global Robotics and Automation Index ETF

Nuveen Mid Cap Growth Opportunities Fund Class I

Nuveen Mid Cap Growth Opportunities Fund Class A

AB DISCOVERY VALUE FUND C

AB DISCOVERY VALUE FUND Z

Royce Small Cap Fund Investment Class

Royce Small Cap Fund Consultant Class

Small-Cap Growth ProFund

AB Small Cap Value Portfolio

AB Small Cap Value Portfolio

JPMorgan Small Cap Growth Fund Class R4

JPMorgan Small Cap Growth Fund Class R6

JPMorgan Small Cap Growth Fund Class L

JPMorgan Small Cap Growth Fund Class I

JPMorgan Small Cap Growth Fund Class A

Principal SmallCap Value Fund II Class R-5

Principal SmallCap Value Fund II Class J

Champlain Small Company Fund Institutional Shares

Victory Sycamore Small Company Opportunity Fund Class R

Victory Sycamore Small Company Opportunity Fund Class I

Victory Sycamore Small Company Opportunity Fund Class Y

Virtus NFJ Mid-Cap Value Fund Class A

Virtus NFJ Mid-Cap Value Fund Institutional Class

Optimum Small-Mid Cap Value Fund Class C

State Street SPDR S&P SmallCap 600 ESG ETF

John Hancock Variable Insurance Trust Mid Value Trust Series II

Empower Small Cap Growth Fund Institutional Class

Harbor Active Small Cap Growth ETF

First Trust Nasdaq Artificial Intelligence and Robotics ETF

T. Rowe Price Mid-Cap Value Fund-Advisor Class

T. Rowe Price Mid-Cap Value Fund Class I

Vanguard S&P Small Cap 600 Growth ETF

Main Thematic Innovation ETF

Voya Small Cap Growth Fund Class I

Voya Small Cap Growth Fund Class A

Voya Small Cap Growth Fund Class R

Virtus Convertible & Income Fund II

Virtus Diversified Income & Convertible Fund

Fidelity Advisor Small Cap Growth Fund Class C

Fidelity Advisor Small Cap Growth Fund

Fidelity Advisor Small Cap Growth Fund Class Z

First Trust Mid Cap Growth AlphaDEX Fund

Bernstein Small Cap Core Portfolio-Z

Fidelity Fundamental Small-Mid Cap ETF

Putnam Small Cap Growth Fund Class R

Putnam Small Cap Growth Fund Class C

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class

VALIC Company I Mid Cap Value Fund

BNY Mellon Smallcap Stock Index Fund Investor Class

Principal SmallCap S&P 600 Index Fund Class R6

Principal SmallCap S&P 600 Index Fund Class J

Principal SmallCap S&P 600 Index Fund Class R-5

T. Rowe Price Integrated US Small-Cap Growth Equity Fund Advisor class

Invesco S&P SmallCap 600 QVM Multi-factor ETF

Columbia Small Cap Index Fund Institutional II Class

Columbia Small Cap Index Fund Institutional Class

Optimum Small-Mid Cap Growth Fund Class A

Optimum Small-Mid Cap Growth Fund Class I

S&P SmallCap Index Fund Class K

JPMorgan Small Cap Blend Fund Class R6

JPMorgan Small Cap Blend Fund Class A

First Eagle Small Cap Opportunity Fund Institutional Class

First Eagle Small Cap Opportunity Fund Class C

Fidelity Advisor Value Fund Class C

Fidelity Advisor Value Fund Class I

Empower S&P Small Cap 600 Index Fund Institutional Class

Empower S&P Small Cap 600 Index Fund Class L

Vanguard S&P Small Cap 600 Index Fund Institutional

MoA Small Cap Equity Index Fund

Driehaus Small Cap Growth Fund Investor Share Class

Fidelity Value Fund Class K

Undiscovered Managers Behavioral Value Fund Class A

Undiscovered Managers Behavioral Value Fund Class R6

Undiscovered Managers Behavioral Value Fund Class R2

Undiscovered Managers Behavioral Value Fund Class R3

Virtus Equity & Convertible Income Fund

John Hancock Variable Insurance Trust Small Company Value Trust Series Nav

John Hancock Variable Insurance Trust Small Company Value Trust Series 2

Hartford Capital Appreciation Fund Class C

Hartford Capital Appreciation Fund Class Y

Hartford Capital Appreciation Fund Cl R4

Hartford Capital Appreciation Fund Class I

Hartford Capital Appreciation Fund Class R6

T. Rowe Price Small Cap Value Fund Investor Class

S&P SmallCap 600 Pure Growth Fund Class A

S&P SmallCap 600 Pure Growth Fund Class H

T. Rowe Price Integrated US Small-Mid Cap Core Equity Fund Class I

T. Rowe Price Small Cap Value Fund Z Class

SIMT Small Cap Growth Fund Institutional Class

Thrivent Small Cap Index Portfolio

Vanguard S&P Small-Cap 600 ETF

AQR Small Cap Momentum Style Fund Class I

Columbia Research Enhanced Small Cap ETF

Vanguard Tax Managed Small Cap Fund Institutional Plus

iShares US Manufacturing ETF

T. Rowe Price Small Cap Stock Fund, Inc Class I

T.Rowe Price Institutional Small-Cap Stock Fund

ProShares Ultra SmallCap600

Virtus Income & Growth Fund Class A

Column Small Cap Fund

Fidelity Advisor Value Strategies Fund Class I

Fidelity Advisor Value Strategies Fund

Fidelity Advisor Value Strategies Fund Class C

Bridge Builder Tax Managed Small/Mid Cap Fund

Vanguard Russell 2000 Value ETF

Eventide Small Cap ETF

GuideStone Funds Small Cap Equity Fund Investor Class

Vanguard Russell 2000 Value Index Fund Insti Cl

Voya Index Plus SmallCap Portfolio Initial

Schwab Small-Cap Index Fund

NYLI Candriam US Mid Cap Equity ETF

Nationwide Small Cap Index Fund Class A

Voya Russell Small Cap Index Portfolio Initial

Voya Russell Small Cap Index Portfolio Advisor Class

Nationwide Small Cap Index Fund Institutional Service Class

VALIC Company I Small Cap Index Fund

Calamos Global Total Return Fund

Vanguard Russell 2000 Growth ETF

Vanguard Russell 2000 Growth Index Fund Insti Cl

Fidelity Small Cap Value Index Fund

T Rowe Price Small-Cap Index Fund Institutional Class

T Rowe Price Small-Cap Index Fund Class Z

BlackRock Small Cap Index V.I. Fund Class III

Fidelity Small Cap Growth Index Fund

State Street Institutional Small-Cap Equity Fund Investment Class

State Street Institutional Small-Cap Equity Fund Service Class

Vanguard Small Cap Growth Index Fund admiral Class

Voya VACS Index Series SC Portfolio

Venerable Small Cap Index Fund Class V

Wilshire Small Company Value Fund Investment Class

VY Invesco Equity and Income Portfolio Initial

ProShares Russell 2000 High Income ETF

Knights of Columbus Small Cap Fund Class I

State Street Small-Cap Equity V.I.S. Fund Class 1

Venerable US Small Cap Fund Class V

Strive Mid Cap ETF

Fidelity Flex Small Cap Focused Index Fund

Nuveen Small Cap Blend Index Fund Class R6

Nuveen Small Cap Blend Index Fund Retirement Class

ProFunds Ultra Small-Cap ProFund Investor Class

Wilshire Small Company Growth Portfolio Fund Investor Class

Praxis Small Cap Index Fund Class A