ETFs Holding UFPI

Wasatch Small Cap Value Fund Institutional Class Shares

Royce Small-Cap Total Return Fund Institutional Class

Royce Small-Cap Total Return Fund Consultant Class

Royce Small-Cap Total Return Fund Investment Class

Allspring Special Small Cap Value Fund Class A

Allspring Special Small Cap Value Fund Admin Class

Wasatch Core Growth Fund Investor Class

AMG River Road Small Cap Value Fund Class I

AMG River Road Small Cap Value Fund Class Z

Johnson Opportunity Fund Class S

AMG River Road Small-Mid Cap Value Fund Class N

Opus Small Cap Value ETF

Lord Abbett Small-Cap Value Fund Class F

Lord Abbett Small-Cap Value Fund Class Other

Lord Abbett Small-Cap Value Fund Class R3

Lord Abbett Small-Cap Value Fund Class R5

Lord Abbett Small-Cap Value Fund Class R6

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

Royce Premier Fund Service Class

Royce Premier Fund Consultant Class

Putnam Small Cap Value Fund Class A

Putnam Small Cap Value Fund Class Y

Putnam Small Cap Value Fund Class R

Kennedy Capital Small Cap Growth Fund Class Institutional

Columbia Small Cap Value and Inflection Fund Class R

Columbia Small Cap Value and Inflection Fund Class Institutional 2

Columbia Small Cap Value and Inflection Fund Class I

Franklin Mutual Small-Mid Cap Value Fund Class R6

Franklin Mutual Small-Mid Cap Value Fund Advisor Class

VY Columbia Small Cap Value and Inflection Portfolio Advisor Class

VY Columbia Small Cap Value and Inflection Portfolio Portfolio S2

WPG Partners Small Cap Value Diversified Fund Institutional Class

Franklin Small Cap Enhanced ETF

M3Sixty Small Cap Growth Fund Institutional Class

Victory Integrity Small-Cap Value Fund Class R

Victory Integrity Small-Cap Value Fund Class A

Copeland Smid Cap Dividend Growth Fund Class A

AMG GW&K Small Cap Core Fund Class N

AMG GW&K Small Cap Core Fund Class Z

Kennedy Capital Small Cap Value Fund Class Institutional

Direxion Daily Homebuilders & Supplies Bull 3X ETF

SEGALL BRYANT & HAMILL SMALL CAP CORE FUND Retail Class

S&P MidCap 400 Pure Value Fund Class H

S&P MidCap 400 Pure Value Fund Class A

Royce Small Cap Fund Institutional Class

Royce Small Cap Fund Service Class

AQR Small Cap Multi-Style Fund Class I

Royce Global Value Trust Inc.

Fidelity Series Small Cap Core Fund

John Hancock Disciplined Value Mid Cap Fund Class I

John Hancock Disciplined Value Mid Cap Fund Class R6

John Hancock Disciplined Value Mid Cap Fund Class R2

Fidelity Advisor Value Strategies Fund Class I

Fidelity Advisor Value Strategies Fund

Fidelity Advisor Value Strategies Fund Class C

First Trust Active Factor Mid Cap ETF

Nationwide Bailard Small Cap Value Fund Class R6

Nationwide Bailard Small Cap Value Fund Institutional Service Class

T. Rowe Price Small Cap Value Fund Advisor Class

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

Fidelity Advisor Value Fund Class A

Fidelity Advisor Value Fund Class M

Fidelity Advisor Value Fund Class Z

Fidelity Value Fund

John Hancock Variable Insurance Trust Small Company Value Trust Series Nav

John Hancock Variable Insurance Trust Small Company Value Trust Series 2

JPMorgan Small Cap Blend Fund Class R6

JPMorgan Small Cap Blend Fund Class A

Applied Finance IVS US SMID ETF

Vanguard Russell 2000 Value Index Fund Insti Cl

AQR Small Cap Momentum Style Fund Class I

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

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

Fidelity Small Cap Value Index Fund

Hotchkis & Wiley Small Cap Diversified Value Fund Class A

Vanguard S&P Mid-Cap 400 Value Index Fund Institutional Class

Column Small Cap Fund

Fidelity Advisor Mid Cap Value Fund Class A

Fidelity Advisor Mid Cap Value Fund Class I

Fidelity Advisor Mid Cap Value Fund

American Beacon Small Cap Value Fund Advisor Class

American Beacon Small Cap Value Fund A Class

American Beacon Small Cap Value Fund C Class

American Beacon Small Cap Value Fund Investor Class

VALIC Company I Mid Cap Value Fund

Mid-Cap Value ProFund

Columbia Research Enhanced Small Cap ETF

John Hancock Multifactor Small Cap ETF

Themes US Infrastructure ETF

FlexShares Morningstar Global Upstream Natural Resources Index Fund

John Hancock Variable Insurance Trust Small Cap Index Trust Series Nav

John Hancock Variable Insurance Trust Small Cap Index Trust Series I

Timothy Plan US Small Cap Core ETF

Royce Small-Cap Portfolio

Royce Small-Cap Value Fund Investment Class

DFA US Sustainability Targeted Value Portfolio

Mercer US Small/Mid Cap Equity Fund Class I

American Century US Quality Value ETF

BlackRock Advantage Small Cap Core Fund Investor A Class

BlackRock Advantage Small Cap Core Fund Institutional Class

JPMorgan Small Cap Value Fund Class R3

JPMorgan Small Cap Value Fund Class R4

JPMorgan Small Cap Value Fund Class R2

JPMorgan Small Cap Value Fund Class A

Russell US Small Cap Equity Fund Class Y

Russell US Small Cap Equity Fund Class C

Russell US Small Cap Equity Fund Class R6

Fidelity Small Cap Index Fund

AQR Alternative Risk Premia Fund Class I

Schwab Small-Cap Index Fund

Vanguard Russell 2000 ETF

Nationwide Small Cap Index Fund Class R6

Nationwide Small Cap Index Fund Class R

Nationwide Small Cap Index Fund Institutional Service Class

VanEck Natural Resources ETF

BNY Mellon Midcap Index Fund, Inc Class I

Horizon Multi-Factor Small/Mid Cap Fund Investor Class

S&P MidCap Index Fund Class K

Invesco Russell 2000 Dynamic Multifactor ETF

Principal MidCap S&P 400 Index Fund Class R6

Principal MidCap S&P 400 Index Fund R-5 Class

S&P MidCap Index Fund Investor Class

T Rowe Price Small-Cap Index Fund

BlackRock Small Cap Index V.I. Fund Class I

MoA All America Fund

Dimensional US Small Cap Value ETF

Columbia Mid Cap Index Fund Institutional Class III

Voya Russell Small Cap Index Portfolio Initial

Voya Russell Small Cap Index Portfolio Advisor Class

Empower S&P Mid Cap 400 Index Fund Class L

Empower S&P Mid Cap 400 Index Fund Institutional Class

Columbia Mid Cap Index Fund Class A

Horizon Small/Mid Cap Core Equity ETF

Vanguard S&P Mid-Cap 400 Index Fund Institutional Class

iShares MSCI USA Small-Cap Quality Factor ETF

iShares Russell 2000 ETF

DFA US Small Cap Portfolio Institutional Class

John Hancock Variable Insurance Trust Mid Index Trust Series Nav

Northern Funds Mid Cap Index Portfolio

Global X Russell 2000 ETF

Columbia Multi-Manager Directional Alternative Strategies Fund Institutional Class

Mid-Cap ProFund

Principal SmallCap Value Fund II Class R-3

Principal SmallCap Value Fund Institutional Class

Principal SmallCap Value Fund II Class R6

SIMT Small Cap Fund Class Y

Vanguard S&P Mid-Cap 400 ETF

State Street SPDR S&P MIDCAP 400 ETF Trust

ProFunds Ultra Small-Cap ProFund Investor Class

Vanguard US Multifactor Fund Admiral Shares

Schwab US Small-Cap ETF

ProShares Russell 2000 High Income ETF

Empower Small Cap Value Fund Institutional Class

SIMT Tax-Managed Small/Mid Cap Fund Class F

Vanguard Small Cap Value Index Fund Investor Class

Vanguard Small Cap Value Index Fund Institutional

DFA US Targeted Value Portfolio

Federated Hermes Mid-Cap Index Fund Institutional Class

VY JPMorgan Small Cap Core Equity Portfolio Advisor Class

VY JPMorgan Small Cap Core Equity Portfolio S2

Mid-Cap 1.5x Strategy Fund Class A

Russell 2000 1.5x Strategy Fund Class A

Russell 2000 1.5x Strategy Fund Class C

SEI Institutional Investment Trust - Small Cap Fund Class A

ProFunds UltraMid-Cap ProFund Service Class

VY JPMorgan Small Cap Core Equity Portfolio Class R6

Wilshire Small Company Value Fund Investment Class

John Hancock Variable Insurance Trust Small Opportunities Trust Series II

PIMCO RAE US Small Fund Class A

PIMCO RAE US Small Fund Class I-2

ProShares Ultra MidCap400

Dimensional US Targeted Value ETF

Column Mid Cap Fund

DFA US Small Cap Value Portfolio

Nuveen Small Cap Blend Index Fund Retirement Class

Vanguard US Value Factor ETF

BlackRock Advantage SMID Cap V.I. Fund Class I

Sofi Next 500 ETF