Mutual Funds Holding AMG

Reinhart Mid Cap PMV Fund Institutional Class

Reinhart Mid Cap PMV Fund Advisor Class

Sterling Capital Small Cap Value Fund Instl Class

Sterling Capital Small Cap Value Fund Class C

Eaton Vance Atlanta Capital SMID-Cap Fund Class C

Eaton Vance Atlanta Capital SMID-Cap Fund Class R6

Channing Intrinsic Value Small-Cap Fund Institutional Class

Lord Abbett Focused Small Cap Value Fund Class C

Lord Abbett Focused Small Cap Value Fund Class F3

Lord Abbett Focused Small Cap Value Fund Class R6

Lyrical US Value Equity Fund

Lyrical US Value Equity Fund Institutional Class

PIMCO RAE US Small Fund Class INSTL

Artisan Focus Fund Advisor Class

Artisan Focus Fund Investor Class

Fuller & Thaler Behavioral Small-Cap Equity Fund A Shares

Fuller & Thaler Behavioral Small-Cap Equity Fund Investor Class

Fuller & Thaler Behavioral Small Cap Equity Fund Class C

Victory Mid-Cap Core Growth Fund Class R6

Victory Mid-Cap Core Growth Fund Class Y

DWS Small Cap Growth Fund Class C

DWS Small Cap Growth Fund Class S

Lord Abbett Small-Cap Value Fund Class A

Lord Abbett Small-Cap Value Fund Class F3

Lord Abbett Small-Cap Value Fund Class R2

Lord Abbett Small-Cap Value Fund Class R4

Lord Abbett Small-Cap Value Fund Class I

Lord Abbett Small-Cap Value Fund Class C

Chase Growth Fund Class N

Lord Abbett Mid Cap Stock Fund Class C

Lord Abbett Mid Cap Stock Fund Other Class

Lord Abbett Mid Cap Stock Fund Class R3

Lord Abbett Mid Cap Stock Fund Class R

Lord Abbett Mid Cap Stock Fund Class R

Vanguard Explorer Value Fund

Nomura Opportunity Fund Class C

Nomura Opportunity Fund Class R6

Victory Diversified Stock Fund Class R

Victory Diversified Stock Fund Class I Shares

Victory Diversified Stock Fund Class R6

Harbor Ares Systematic Convertible Securities Fund Administrative Class

John Hancock Disciplined Value Mid Cap Fund Class C

John Hancock Disciplined Value Mid Cap Fund Class A

John Hancock Disciplined Value Mid Cap Fund Class R4

Victory Multi-Cap Fund Class Y

Victory Multi-Cap Fund Class A

Horizon Multi-Factor Small/Mid Cap Fund Investor Class

Vanguard Market Neutral Fund Investor Shs

Loomis Sayles Funds - Small Cap Value Fund Class N

Loomis Sayles Funds - Small Cap Value Fund Institutional Class

Vanguard Strategic Small-Cap Equity Fund Investor Shares

Carillon ClariVest Capital Appreciation Fund Class C

Carillon ClariVest Capital Appreciation Fund Class A

Optimum Small-Mid Cap Value Fund Class A

Optimum Small-Mid Cap Value Fund Class I

S&P MidCap 400 Pure Growth Fund Class C

Nomura Small Cap Growth Fund Class R6

Nomura Small Cap Growth Fund Class C

Nomura Small Cap Growth Fund Class A

VALIC Company I Mid Cap Value Fund

First Trust Preferred Securities and Income Fund Class F

First Trust Preferred Securities and Income Fund Class R3

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

Empower Small Cap Value Fund Investor Class

Vanguard Strategic Equity Fund Investor Class

Northern Large Cap Core Fund

Nationwide Bailard Small Cap Value Fund Class R6

Nationwide Bailard Small Cap Value Fund Institutional Service Class

Steward Large Cap Core Fund Class A

Steward Large Cap Core Fund Class R6

T. Rowe Price Integrated US Small-Cap Growth Equity Fund Investor Class

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

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

Bridge Builder Small/Mid Cap Value Fund

Guidemark Large Cap Core Fund Class RS

Principal MidCap Value Fund Class R6

Principal MidCap Value Fund Class R3

Principal MidCap Value Fund Institutional Class

Federated Hermes Mid-Cap Index Fund Institutional Class

Principal MidCap S&P 400 Index Fund Institutional Class

Principal MidCap S&P 400 Index Fund Class J

Principal MidCap S&P 400 Index Fund R-3 Class

BNY Mellon Midcap Index Fund, Inc Investor Class

Columbia Mid Cap Index Fund Institutional II Class

Mid-Cap Growth ProFund Service Class

Columbia Mid Cap Index Fund Class A

VALIC Company I Systematic Core Fund

S&P MidCap Index Fund Class K

VALIC Company I Mid Cap Index Fund

Empower S&P Mid Cap 400 Index Fund Class L

Empower S&P Mid Cap 400 Index Fund Institutional Class

Vanguard US Multifactor Fund Admiral Shares

MoA Mid Cap Equity Index Fund

John Hancock Variable Insurance Trust Mid Index Trust Series Nav

Mid-Cap ProFund

DFA US Small Cap Portfolio Institutional Class

T. Rowe Price Financial Services Fund Class I

SEI Institutional Investment Trust - Small Cap Fund Class A

Voya VACS Series MCV Fund

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

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

Mid-Cap 1.5x Strategy Fund Class C

ProFunds UltraMid-Cap ProFund Investor Class

T Rowe Price Mid-Cap Index Fund

T Rowe Price Mid-Cap Index Fund Class Z

Vanguard Small Cap Value Index Fund admiral Class

Column Mid Cap Fund

Russell US Strategic Equity Fund Class A

Russell US Strategic Equity Fund Class S

Russell US Strategic Equity Fund Class M

SIMT Tax-Managed Small/Mid Cap Fund Class Y

Empower Core Strategies: US Equity Fund Investor Class

BNY Mellon Mid Cap Multi-Strategy Fund Class M Shares

1290 GAMCO Small/Mid Cap Value Fund Class I

1290 GAMCO Small/Mid Cap Value Fund Class R

Praxis Small Cap Index Fund Class A

Fidelity Extended Market Index Fund

John Hancock Variable Insurance Trust Small Opportunities Trust Series II

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

Acclivity Small Cap Value Fund Class I

T. Rowe Price Extended Equity Market Index Fund

State Street Small/Mid Cap Equity Index Portfolio

iShares Russell Small/Mid-Cap Index Fund Class K

Vanguard Small Cap Index Fund Investor Class

Vanguard Small Cap Index Fund Institutional

Vanguard Small Cap Index Fund admiral Class

Longboard Alternative Growth Fund Class I

Fidelity Mid Cap Value Index Fund

US Vector Equity Portfolio

Calvert US Mid Cap Core Responsible Index Class A

Fidelity Mid Cap Index Fund

SIMT Small Cap Value Fund Class I

Schwab US Mid-Cap Index Fund

iShares Russell Mid-Cap Index Fund Investor A Class

DFA US Sustainability Core I Portfolio Institutional Class

Northern US Quality ESG Fund Class I

Fidelity Flex Mid Cap Focused Index Fund

Voya Russell Mid Cap Index Portfolio Advisor Class

Voya Russell Mid Cap Index Portfolio Class S

Voya VACS Index Series MC Portfolio

Calvert US Large Cap Value Responsible Index Fund Class I

Calvert US Large Cap Value Responsible Index Fund Class R6

Bridge Builder Large Cap Value Fund

Catholic Values Equity Fund Class Y

DFA US Social Core Equity 2 Portfolio

DFA US Core Equity 2 Portfolio

Fidelity Advisor Hedged Equity Fund

Fidelity Advisor Hedged Equity Fund Class I

Fidelity Advisor Hedged Equity Fund Class Z

Franklin Dynamic Asset Allocation Balanced Fund Class C

Fidelity Advisor Strategic Dividend & Income Fund Class A

Fidelity Series Large Cap Value Index Fund

Fidelity Large Cap Value Index Fund

Fidelity Advisor Strategic Dividend & Income Fund Class I

Franklin Dynamic Asset Allocation Balanced Fund Class R

Franklin Dynamic Asset Allocation Conservative Fund Class A

Franklin Dynamic Asset Allocation Conservative Fund Class C

Franklin Dynamic Asset Allocation Conservative Fund Class Y

Franklin Dynamic Asset Allocation Growth Fund Class C

Franklin Dynamic Asset Allocation Growth Fund Class R

Thrivent Aggressive Allocation Fund Class A

Franklin Dynamic Asset Allocation Conservative Fund Class R5

Franklin Dynamic Asset Allocation Balanced Fund Class R5

Franklin Dynamic Asset Allocation Growth Fund Class R5

Thrivent Moderately Aggressive Allocation Fund Class S

Calvert US Large Cap Growth Responsible Index Fund Class I

Calvert US Large Cap Growth Responsible Index Fund Class R6

John Hancock Variable Insurance Trust Strategic Equity Allocation Trust Series Nav

Vanguard Russell 1000 Value Index Fund Insti Cl

Thrivent Moderately Conservative Allocation Fund Class S

Thrivent Moderate Allocation Fund Class A

Thrivent Dynamic Allocation Fund Class A

Thrivent Conservative Allocation Fund Class A

Calvert US Large Cap Core Responsible Index Fund Class I

Calvert US Large Cap Core Responsible Index Fund Class R6

Diversified Equity Fund

Destinations Small-Mid Cap Equity Fund Class I

Fidelity Series Total Market Index Fund

Fidelity ZERO Total Market Index Fund