Mutual Funds Holding BTSG

Invesco Small Cap Equity Fund Class Y

TETON Convertible Securities Fund Class A

TETON Convertible Securities Fund Class AAA

Invesco Discovery Fund Class C

Invesco Discovery Fund Class R

Invesco Discovery Fund Class A

Oberweis Small-Cap Opportunities Fund Institutional Class

Brown Advisory Small-Cap Fundamental Value Fund Advisor Shs

Brown Advisory Small-Cap Fundamental Value Fund Investor Shs

Fuller & Thaler Behavioral Small-Cap Growth Fund Class A

Fuller & Thaler Behavioral Small-Cap Growth Fund Investor Class

Carillon Eagle Small Cap Growth Fund Class A

Carillon Eagle Small Cap Growth Fund Class I

Invesco Small Cap Growth Fund Class A

Invesco Small Cap Growth Fund Class R6

Invesco Small Cap Growth Fund Class R

Invesco Small Cap Growth Fund Class Y

Brown Advisory Sustainable Small-Cap Core Fund Class Investor

Cantor Fitzgerald Equity Opportunity Fund Class Y Shares

Royce Smaller-Companies Growth Fund Institutional Class

Invesco Health Care Fund Class Y

Invesco Health Care Fund Class C

Invesco Health Care Fund Investor Class

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

Voya Small Cap Growth Fund Class I

Voya Small Cap Growth Fund Class A

Voya Small Cap Growth Fund Class R

Voya SmallCap Opportunities Portfolio S2

Voya SmallCap Opportunities Portfolio Service

Voya SmallCap Opportunities Portfolio Class R6

Fidelity Select Health Care Portfolio

Allspring Emerging Growth Fund Class A

Fidelity Advisor Small Cap Growth Fund Class A

Fidelity Advisor Small Cap Growth Fund Class I

Fidelity Advisor Small Cap Growth Fund Class M

Victory Mid-Cap Core Growth Fund Class A

Victory Mid-Cap Core Growth Fund Class C

Fidelity Advisor Health Care Fund Class A

Fidelity Advisor Health Care Fund Class C

Fidelity Advisor Health Care Fund Class Z

John Hancock Variable Insurance Trust Small Value Trust Series Nav

Loomis Sayles Small/Mid Cap Growth Fund Institutional Class

Victory Multi-Cap Fund Class Y

Victory Multi-Cap Fund Class A

Virtus Convertible fund Class A

Virtus Convertible fund Class R6

Allspring SMID Cap Growth Fund Administrator Class

Allspring SMID Cap Growth Fund Institutional Class

Goldman Sachs Small Cap Growth Fund Institutional Shares

Goldman Sachs Small Cap Growth Fund Class R6

Goldman Sachs Small Cap Growth Fund Investor Shares

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

Putnam Small Cap Value Fund Class C

Putnam Small Cap Value Fund Class R6

MassMutual Small Cap Growth Equity Fund Class A

MassMutual Small Cap Growth Equity Fund Service Class

MassMutual Small Cap Growth Equity Fund Administrative Class

MassMutual Small Cap Growth Equity Fund Class R5

Fidelity Small Cap Stock K6 Fund

Carillon Chartwell Small Cap Fund Class A

Carillon Chartwell Small Cap Fund Class R-6

Carillon Chartwell Small Cap Growth Fund Class A

Carillon Chartwell Small Cap Growth Fund Class I

Applied Finance Explorer Fund Institutional Shares

S&P SmallCap 600 Pure Growth Fund Class A

S&P SmallCap 600 Pure Growth Fund Class H

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

John Hancock Variable Insurance Trust Health Sciences Trust Series II

John Hancock Variable Insurance Trust Health Sciences Trust Series I

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

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

Fidelity Advisor Healthy Future Fund Class A

Fidelity Advisor Healthy Future Fund Class M

Fidelity Advisor Healthy Future Fund Class Z

T. Rowe Price Health Sciences Fund Class I

T. Rowe Price Health Sciences Portfolio Class II

T. Rowe Price New Horizons Fund Class I

T. Rowe Price New Horizons Fund

Allspring Disciplined Small Cap Fund Class R6

BNY Mellon Small Cap Multi-Strategy Fund Investor Shares

Fidelity Advisor Value Strategies Fund Class I

Fidelity Advisor Value Strategies Fund

Fidelity Advisor Value Strategies Fund Class C

John Hancock Variable Insurance Trust Small Company Value Trust Series Nav

John Hancock Variable Insurance Trust Small Company Value Trust Series 2

Victory Diversified Stock Fund Class R

Victory Diversified Stock Fund Class I Shares

Victory Diversified Stock Fund Class R6

Brown Advisory Small Cap Growth Fund Inst Shares

Brown Advisory Small Cap Growth Fund Investor Class

Principal SmallCap Growth Fund Institutional Class

Principal SmallCap Growth Fund I Class R-5

Nuveen Quant Small/Mid Cap Equity Fund Class A

Nuveen Quant Small/Mid Cap Equity Fund Retirement Class

Nuveen Quant Small/Mid Cap Equity Fund Class W

VALIC Company I Mid Cap Strategic Growth Fund

Small-Cap Growth ProFund

Fidelity Advisor Mid Cap II Fund Class C

Fidelity Advisor Mid Cap II Fund Class M

Fidelity Series Small Cap Core Fund

Fidelity Advisor Stock Selector Small Cap Fund Class A

Fidelity Advisor Stock Selector Small Cap Fund Class I

Fidelity Advisor Stock Selector Small Cap Fund Class Z

Fidelity Advisor Value Fund Class C

Fidelity Advisor Value Fund Class I

Fidelity Advisor Stock Selector Mid Cap Fund Class M

Fidelity Advisor Stock Selector Mid Cap Fund Class A

Fidelity Advisor Stock Selector Mid Cap Fund Class Z

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

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

Fidelity Value Fund Class K

Fidelity Advisor Sustainable US Equity Fund

Fidelity Advisor Sustainable US Equity Fund Class C

Fidelity Advisor Sustainable US Equity Fund Class I

Nuveen Quant Small Cap Equity Fund Class A

Nuveen Quant Small Cap Equity Fund Retirement Class

Nuveen Quant Small Cap Equity Fund Class W

Neuberger Berman Small Cap Growth Fund Trust Cl

Neuberger Berman Small Cap Growth Fund Advisor Class

Neuberger Berman Small Cap Growth Fund Class A

Neuberger Berman Small Cap Growth Fund Class C

JHF II Small Cap Dynamic Growth Fund Class A

JHF II Small Cap Dynamic Growth Fund Class C

LKCM Balanced Fund

T. Rowe Price Small Cap Value Fund Investor Class

T. Rowe Price Small Cap Value Fund Z Class

Bernstein Small Cap Core Portfolio-Z

AB DISCOVERY VALUE FUND A

AB DISCOVERY VALUE FUND I

AB DISCOVERY VALUE FUND Advisor

Fidelity Mid-Cap Stock K6 Fund Class K6

Fidelity Mid-Cap Stock Fund Class M

Fidelity Mid-Cap Stock Fund Class C

Fidelity Mid-Cap Stock Fund

Fidelity Small Cap Growth Index Fund

Empower S&P Small Cap 600 Index Fund Investor Class

Vanguard S&P Small Cap 600 Index Fund Institutional

SIMT Small Cap Growth Fund Class Y

SIMT Small Cap Growth Fund Class F

Vanguard Tax Managed Small Cap Fund Admiral Cl

Virtus Income & Growth Fund Class C

Virtus Income & Growth Fund Institutional Class

Calamos Timpani Small Cap Growth Fund Class I

Calamos Timpani Small Cap Growth Fund Class C

Catholic Responsible Investments Small-Mid Cap Equity Fund Institutional Class

S&P SmallCap Index Fund Class K

Vanguard Russell 2000 Growth Index Fund Insti Cl

Columbia Small Cap Index Fund Institutional II Class

Columbia Small Cap Index Fund Institutional Class

BNY Mellon Smallcap Stock Index Fund Investor Class

Principal SmallCap S&P 600 Index Fund Institutional Class

Principal SmallCap S&P 600 Index Fund Class R-3

BlackRock Advantage Small Cap Growth Fund Investor A Class

BlackRock Advantage Small Cap Growth Fund Class R

BlackRock Advantage Small Cap Growth Fund Class K

AQR Small Cap Momentum Style Fund Class I

AQR Small Cap Momentum Style Fund Class R6

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

Fidelity Advisor Mid Cap Value Fund Class Z

Fidelity Advisor Mid Cap Value Fund Class C

Fidelity Advisor Mid Cap Value Fund Class M

SIMT Small Cap Fund Class F

North Square Dynamic Small Cap Fund Class A

Nuveen Small Cap Blend Index Fund Class R6

Nuveen Small Cap Blend Index Fund Class I

BlackRock Advantage Small Cap Core Fund Investor C Class

BlackRock Advantage Small Cap Core Fund Class K

T Rowe Price Small-Cap Index Fund

BlackRock Small Cap Index V.I. Fund Class I

VY T. Rowe Price Diversified Mid Cap Growth Portfolio Initial

VY T. Rowe Price Diversified Mid Cap Growth Portfolio S2