Mutual Funds Holding BMI

Brown Capital Management Small Company Fund Investor Class

DF Dent Small Cap Growth Fund

DF Dent Small Cap Growth Fund Institutional Plus Class

iMGP Small Company Fund Institutional Class

Value Line Small Cap Opportunities Fund Investor Class

Victory RS Small Cap Growth Fund Class R6

Victory RS Small Cap Growth Fund Class Y

Calvert Small-Cap Fund Class A

Calvert Small-Cap Fund Class I

Rockefeller Climate Solutions Fund- Institutional Class Shares

Eaton Vance Small-Cap Class I

Eaton Vance Small-Cap Fund Class A

Baron Discovery Fund Institutional Shares

Rockefeller US Small Cap Core Fund Class A

Integrity Mid-North American Resources Fund Class A

Integrity Mid-North American Resources Fund

Calvert Small/Mid-Cap Fund Class A

Calvert Global Water Fund Class A

Calvert Global Water Fund Class I

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

Buffalo Mid Cap Growth Fund Institutional Class

Virtus Duff & Phelps Water Fund Class C

Grandeur Peak US Stalwarts Fund Institutional Class

Nuveen Small Cap Growth Opportunities Fund Class I

Nuveen Small Cap Growth Opportunities Fund Class A

VY Baron Growth Portfolio Initial

VY Baron Growth Portfolio Class S

Virtus KAR Small-Cap Value Fund C

Virtus KAR Small-Cap Value Fund Class I

Carillon Eagle Small Cap Growth Fund Class A

Carillon Eagle Small Cap Growth Fund Class I

Trillium ESG Small/Mid Cap Fund Institutional Class

Kennedy Capital ESG SMID Cap Fund

T. Rowe Price Global Impact Equity Fund Class I

RBC SMID Cap Growth Fund Class A

M3Sixty Small Cap Growth Fund Institutional Class

JPMorgan SMID Cap Equity Fund Class A

JPMorgan SMID Cap Equity Fund Class R3

Goldman Sachs Small Cap Growth Fund Class P

Goldman Sachs Small Cap Growth Fund Class C

Goldman Sachs Small Cap Growth Fund Class A

Boston Trust Walden SMID Cap Fund

The Gabelli Small Cap Growth Fund

The Gabelli Small Cap Growth Fund

SEGALL BRYANT & HAMILL SMALL CAP CORE FUND Institutional Class

Franklin Small Cap Growth Fund Class C

Franklin Small Cap Growth Fund Class R6

Franklin Small Cap Growth Fund Class R

Yorktown Small Cap Fund Class L

Invesco Main Street Small Cap Fund Class R5

Invesco Main Street Small Cap Fund CLASS C

Invesco Main Street Small Cap Fund CLASS Y

MassMutual Small Cap Opportunities Fund Class A

MassMutual Small Cap Opportunities Fund Class Y

MassMutual Small Cap Opportunities Fund Class R5

MassMutual Small Cap Opportunities Fund Class I

Federated Hermes MDT Small Cap Growth Fund Class A

Federated Hermes MDT Small Cap Growth Fund Institutional Class

Fidelity Water Sustainability Fund

Conestoga Small Cap Fund

Goldman Sachs Small/Mid-Cap Growth Fund Service Class

Goldman Sachs Small/Mid-Cap Growth Fund Inst Cl

Goldman Sachs Small/Mid-Cap Growth Fund Class R

Goldman Sachs Small/Mid-Cap Growth Fund Investor Class

VY JPMorgan Small Cap Core Equity Portfolio Service

VY JPMorgan Small Cap Core Equity Portfolio Initial

Small-Cap Growth ProFund

Goldman Sachs Rising Dividend Growth Fund Class P

Goldman Sachs Rising Dividend Growth Fund Class C

Goldman Sachs Rising Dividend Growth Fund Investor Class

Goldman Sachs Rising Dividend Growth Fund Institutional Class

AQR Small Cap Momentum Style Fund Class I

Franklin Natural Resources Fund Class C

Franklin Natural Resources Fund Advisor Class

Catalyst Insider Buying Fund Class A

Catalyst Insider Buying Fund Class I

Federated Hermes MDT Small Cap Core Fund Class C

Federated Hermes MDT Small Cap Core Fund Class R6

S&P SmallCap 600 Pure Growth Fund Class C

Neuberger Genesis Fund Advisor Class

Neuberger Genesis Fund Institutional Class

Neuberger Genesis Fund Class E

BlackRock Advantage Small Cap Growth Fund Class R

BlackRock Advantage Small Cap Growth Fund Investor A Class

Fidelity Small Cap Growth Index Fund

MoA Small Cap Equity Index Fund

Empower S&P Small Cap 600 Index Fund Investor Class

Vanguard S&P Small Cap 600 Index Fund Institutional

Columbia Small Cap Index Fund Institutional II Class

BNY Mellon Smallcap Stock Index Fund Investor Class

Columbia Small Cap Index Fund Institutional Class

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class

Nuance Mid Cap Value Fund Institutional Cl

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

S&P SmallCap Index Fund Class K

TETON Westwood Mighty Mites Fund Class I

TETON Westwood Mighty Mites Fund Class A

1290 GAMCO Small/Mid Cap Value Fund Class I

1290 GAMCO Small/Mid Cap Value Fund Class R

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

John Hancock Variable Insurance Trust Small Cap Index Trust Series II

Vanguard Tax Managed Small Cap Fund Admiral Cl

DFA - US Small Cap Growth Portfolio

GMO Alternative Allocation Fund Class I

Avantis US Small Cap Equity Fund Class G

Fidelity Flex Small Cap Focused Index Fund

Steward Values Enhanced Small-Mid Cap Fund Institutional Class

Steward Values Enhanced Small-Mid Cap Fund Class A

Voya Russell Small Cap Index Portfolio Class S2

Voya Russell Small Cap Index Portfolio Class S

Praxis Small Cap Index Fund Class A

Voya VACS Index Series SC Portfolio

BlackRock Small Cap Index V.I. Fund Class III

T Rowe Price Small-Cap Index Fund Institutional Class

T Rowe Price Small-Cap Index Fund Class Z

Vanguard Small Cap Growth Index Fund Investor Class

Vanguard Small Cap Growth Index Fund admiral Class

SA US Small Company Fund

Fidelity Small Cap Index Fund

Nationwide Small Cap Index Fund Class A

Nationwide Small Cap Index Fund Institutional Service Class

Wilshire Small Company Growth Portfolio Fund Investment Class

BlackRock Advantage Small Cap Core Fund Investor A Class

BlackRock Advantage Small Cap Core Fund Institutional Class

DFA US Small Cap Portfolio Institutional Class

Russell 2000 1.5x Strategy Fund Class C

Nuveen Small Cap Blend Index Fund Class R6

Nuveen Small Cap Blend Index Fund Class I

ProFunds Ultra Small-Cap ProFund Service Class

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

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

Vanguard Information Technology Index Fund Admiral Shs

BlackRock Advantage SMID Cap Fund Inc Class C

BlackRock Advantage SMID Cap Fund Inc Class K

Russell 2000 Fund Class H

Russell 2000 Fund Class C

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Initial

VY T. Rowe Price Diversified Mid Cap Growth Portfolio S2

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Class R6

T. Rowe Price Diversified Mid-Cap Growth Fund Investor Class

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

Fidelity Extended Market Index Fund

Vanguard Small Cap Index Fund Investor Class

Small-Cap ProFund

SEI Institutional Investments Trust - Extended Market Index Fund Class A

Victory Extended Market Index Fund Class Fund shares

Vanguard Small Cap Index Fund Institutional Plus

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

iShares Russell Small/Mid-Cap Index Fund Institutional Class

Calvert US Mid Cap Core Responsible Index Class A

Voya Index Plus SmallCap Portfolio Initial

Venerable US Small Cap Fund Class V

Russell 2000 2x Strategy Fund Class C

BlackRock Diversified Equity Alpha Fund Institutional Class

GuideMark Small/Mid Cap Core Fund Service Class

JPMorgan Diversified Fund Class C

JPMorgan Diversified Fund Class R6

Schwab Fundamental US Small Company Index Fund

Column Small Cap Select Fund

Calvert US Large Cap Growth Responsible Index Fund Class A

Gotham Neutral Fund- Institutional Class

Column Small Cap Fund

Principal SmallCap Growth Fund Institutional Class

Principal SmallCap Growth Fund I Class R-5

Vanguard Dividend Appreciation Index Fund Admiral Shs

iShares Total US Stock Market Index Fund Institutional Class

DFA US Social Core Equity 2 Portfolio

Avantis US Equity Fund Institutional Class

Calvert US Large Cap Core Responsible Index Fund Class A

Calvert US Large Cap Core Responsible Index Fund Class C

DFA US Core Equity 2 Portfolio

Destinations Small-Mid Cap Equity Fund Class I

Strategic Advisers Fidelity US Total Stock Fund

Fidelity Total Market Index Fund