Mutual Funds Holding ATR

Ave Maria Growth Fund

Royce Smid-Cap Total Return Fund Service Class

Nomura Mid Cap Income Opportunities Fund Class C

Nomura Mid Cap Income Opportunities Fund Class R

Nomura Mid Cap Income Opportunities Fund Class Y

Eaton Vance Atlanta Capital SMID-Cap Fund Class C

Eaton Vance Atlanta Capital SMID-Cap Fund Class R6

AMG River Road Mid Cap Value Fund Class Z

AMG River Road Mid Cap Value Fund Class N

Federated Hermes SDG Engagement Equity Fund Class R6

Nicholas Limited Edition

Nuance Mid Cap Value Fund Investor Cl

Nuance Mid Cap Value Fund

Nuance Concentrated Value Fund Institutional Class

Touchstone Mid Cap Fund Class C

Touchstone Mid Cap Fund Class Z

Touchstone Mid Cap Fund Class R6

AMG River Road Small-Mid Cap Value Fund Class I

AMG River Road Small-Mid Cap Value Fund Class Z

RMB Small Cap Fund

Boston Trust Walden Midcap Fund

Calvert Small/Mid-Cap Fund Class A

Multi-Select Securities Puerto Rico Fund Mid Cap Core Portfolio I Class A

Eaton Vance Small-Cap Class I

Eaton Vance Small-Cap Fund Class A

Boston Trust Walden SMID Cap Fund

Calvert Small-Cap Fund Class R6

Calvert Small-Cap Fund Class C

Federated Hermes US SMID Fund Class IS

NAA SMid Cap Value Fund Class A

NAA SMid Cap Value Fund Institutional Class

Victory Sycamore Established Value Fund Class A

Victory Sycamore Established Value Fund Class I

Victory Sycamore Established Value Fund Class R6

MetLife Small Company Equity Fund Institutional Class

Tributary Small/Mid Cap Fund Institutional Plus Class

AMG River Road Dividend All Cap Value Fund Class N

AMG River Road Dividend All Cap Value Fund Class Z

Aristotle Small/Mid Cap Equity Fund Class I2

Aristotle Small/Mid Cap Equity Fund Class A

Value Line Small Cap Opportunities Fund

Nicholas II Fund Class I

Neuberger Genesis Fund Advisor Class

Neuberger Genesis Fund Institutional Class

Neuberger Genesis Fund Class E

Voya Multi-Manager Mid Cap Value Fund Class I

RBC SMID Cap Growth Fund Class A

Voya VACS Series MCV Fund

Aristotle Small Cap Equity Fund Class C

Aristotle Small Cap Equity Fund Class I

Voya MI Dynamic SMID Cap Fund Class R6

Voya MI Dynamic SMID Cap Fund Class C

Voya MI Dynamic SMID Cap Fund Class R

Fidelity Advisor Mid Cap II Fund Class A

Fidelity Advisor Mid Cap II Fund Class I

Fidelity Advisor Mid Cap II Fund Class Z

Vanguard Global Minimum Volatility Fund Investor Cl

Copeland SMID Cap Dividend Growth Fund Class I Shares

Principal MidCap Value Fund Class R6

Principal MidCap Value Fund Class R3

Principal MidCap Value Fund Institutional Class

Boston Trust Walden Equity Fund

SEGALL BRYANT & HAMILL SMALL CAP CORE FUND Institutional Class

Rydex Basic Materials Fund Class H

Rydex Basic Materials Fund Investor Class

Thrivent Small Cap Stock Fund Class A

MoA Mid Cap Value Fund

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

JPMorgan Small Cap Equity Fund Class R3

JPMorgan Small Cap Equity Fund Class R5

JPMorgan Small Cap Equity Fund Class A

JPMorgan Small Cap Equity Fund Class R6

Voya Index Plus MidCap Portfolio Initial

Voya Global High Dividend Low Volatility Fund Class A

Voya Global High Dividend Low Volatility Fund Class I

Voya Global High Dividend Low Volatility Portfolio Advisor Class

Voya Global High Dividend Low Volatility Portfolio Class I

Fidelity Mid-Cap Stock K6 Fund Class K6

Mid-Cap Value ProFund

Fidelity Mid-Cap Stock Fund Class M

Fidelity Mid-Cap Stock Fund Class C

Fidelity Mid-Cap Stock Fund

DFA US Sustainability Targeted Value Portfolio

Mercer US Small/Mid Cap Equity Fund Class Y3

DWS Core Equity Fund Class S

DWS Core Equity Fund Class C

DWS Core Equity Fund Class R6

VY JPMorgan Small Cap Core Equity Portfolio Service

VY JPMorgan Small Cap Core Equity Portfolio Initial

Fidelity US Low Volatility Equity Fund

John Hancock Variable Insurance Trust Small Opportunities Trust Series II

DFA - US Small Cap Growth Portfolio

GMO Alternative Allocation Fund Class I

State Farm Growth Fund

AQR LSE Fusion Fund Class N

S&P MidCap Index Fund Class K

State Farm Balanced Fund

Columbia Mid Cap Index Fund Institutional II Class

Columbia Mid Cap Index Fund Class A

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

AQR MS Fusion Fund Class N

Steward Values Enhanced Small-Mid Cap Fund Institutional Class

Steward Values Enhanced Small-Mid Cap Fund Class A

John Hancock Variable Insurance Trust Mid Index Trust Series II

John Hancock Variable Insurance Trust Mid Cap Index Trust Series I

Empower S&P Mid Cap 400 Index Fund Investor Class

Northern Funds Mid Cap Index Portfolio

Federated Hermes Mid-Cap Index Fund Class R6

Federated Hermes Mid-Cap Index Fund Service Class

BNY Mellon Midcap Index Fund, Inc Investor Class

Principal MidCap S&P 400 Index Fund Class J

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

Nationwide Mid Cap Market Index Fund Class R

Nationwide Mid Cap Market Index Fund Institutional Service Class

SA US Small Company Fund

AQR Managed Futures Strategy HV Fund Class N

Mid-Cap ProFund

SEI Institutional Investment Trust - Large Cap Disciplined Equity Fund Class A

Vanguard Small Cap Value Index Fund Investor Class

Vanguard Small Cap Value Index Fund Institutional

Mid-Cap 1.5x Strategy Fund Class C

T.Rowe Price Institutional Small-Cap Stock Fund

AQR Trend Total Return Fund Class R6

Bridge Builder Tax Managed Small/Mid Cap Fund

SIMT Global Managed Volatility Fund Class Y

SIMT Global Managed Volatility Fund Class F

T Rowe Price Mid-Cap Index Fund Institutional Class

ProFunds UltraMid-Cap ProFund Investor Class

SEI Institutional Investment Trust - Small/Mid Cap Equity Fund Class A

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

SIMT Small Cap Fund Class F

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

AQR Long-Short Equity Fund Class I

SIMT Tax-Managed Managed Volatility Fund Class Y

SEI Institutional Investment Trust - Small Cap Fund Class A

Fidelity Extended Market Index Fund

Fidelity ZERO Extended Market Index Fund

Horizon Multi-Factor Small/Mid Cap Fund Investor Class

SEI Institutional Investments Trust - Extended Market Index Fund Class A

Vanguard Strategic Equity Fund Investor Class

AQR CVX Fusion Fund Class N

Vanguard Small Cap Index Fund Investor Class

State Street Small/Mid Cap Equity Index Portfolio

Vanguard Small Cap Index Fund Institutional Plus

Strategic Alternatives Fund Institutional Class

iShares Russell Small/Mid-Cap Index Fund Class Investor A

iShares Russell Small/Mid-Cap Index Fund Institutional Class

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

Column Small Cap Select Fund

Calvert US Mid Cap Core Responsible Index Class A

SEI Institutional Managed Trust - US Managed Volatility Fund Class I

SEI Institutional Managed Trust - US Managed Volatility Fund Class F

Virtus AlphaSimplex Global Alternatives Fund Class C

Virtus AlphaSimplex Global Alternatives Fund Class I

AQR Managed Futures Strategy Fund Class I

AQR Managed Futures Strategy Fund Class R6

AQR Equity Market Neutral Fund Class I

DFA US Small Cap Portfolio Institutional Class

Embark Small Cap Equity Fund Institutional Class

Voya Russell Mid Cap Index Portfolio Initial

Voya Russell Mid Cap Index Portfolio S2

Voya VACS Index Series MC Portfolio

iShares Russell Mid-Cap Index Fund Investor A Class

Counterpoint Tactical Equity Fund Class A

Counterpoint Tactical Equity Fund Class I

Fidelity SAI US Low Volatility Index Fund

Voya Balanced Income Portfolio Class I

Voya Balanced Income Portfolio Class A

Column Small Cap Fund

SIMT Large Cap Growth Fund Class F

SIMT Large Cap Growth Fund Class I

DFA US Social Core Equity 2 Portfolio

Avantis US Equity Fund Class G

Catholic Values Equity Fund Class F

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

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

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