Mutual Funds Holding MD

North Square Small Cap Value Fund Investor Class

Royce Small-Cap Portfolio

Royce Small-Cap Value Fund Service Class

Oberweis Micro-Cap Fund Institutional Class

Wasatch Small Cap Value Fund Investor Class

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

Victory Sycamore Small Company Opportunity Fund Class R

Victory Sycamore Small Company Opportunity Fund Class I

Victory Sycamore Small Company Opportunity Fund Class Y

Meridian Small Cap Growth Fund Class C

Meridian Small Cap Growth Fund Legacy Class

M3Sixty Small Cap Growth Fund Institutional Class

Applied Finance Explorer Fund Investor Shares

American Century Small Cap Value Fund Class I

American Century Small Cap Value Fund Class R6

American Century Small Cap Value Fund Investor Class

American Century Small Cap Value Fund Class R

VY Columbia Small Cap Value and Inflection Portfolio Portfolio Initial

VY Columbia Small Cap Value and Inflection Portfolio Class S

VY Columbia Small Cap Value and Inflection Portfolio Class R6

Glenmede Disciplined US Small Cap Equity Portfolio Institutional Class

Columbia Small Cap Value and Inflection Fund Class A

Columbia Small Cap Value and Inflection Fund Institutional Class III

Columbia Small Cap Value and Inflection Fund Class S

Sterling Capital Behavioral Small Cap Value Equity Fund Institutional Class

Sterling Capital Behavioral Small Cap Value Equity Fund Class R6

Saratoga Small Capitalization Portfolio Class I

Nationwide Bailard Small Cap Value Fund Class A

Nationwide Bailard Small Cap Value Fund Class M

AQR Small Cap Multi-Style Fund Class R6

AQR Small Cap Multi-Style Fund Class N

PGIM Quant Solutions Small-Cap Value Fund Class R4

PGIM Quant Solutions Small-Cap Value Fund Class C

PGIM Quant Solutions Small-Cap Value Fund Class R

AB Small Cap Value Portfolio

AB Small Cap Value Portfolio

Aristotle Small Cap Equity Fund Class I2

Aristotle Small Cap Equity Fund Class A

Aristotle Small Cap Equity Fund Class R6

Bridgeway Omni Small Cap Value Fund

Aristotle Small/Mid Cap Equity Fund Class C

Aristotle Small/Mid Cap Equity Fund Class I

American Century Small Cap Growth Fund Class A

American Century Small Cap Growth Fund R6 Cl

American Century Small Cap Growth Fund R5 Class

American Century Small Cap Growth Fund I Class

American Century Small Cap Growth Fund Y Class

SIMT Small Cap Value Fund Class I

SIMT Tax-Managed Small/Mid Cap Fund Class F

Acuitas US Microcap Fund Institutional Class

Acclivity Small Cap Value Fund Class N

Allspring Disciplined Small Cap Fund Class A

Allspring Disciplined Small Cap Fund Institutional Class

Vanguard Market Neutral Fund Insti Shs

Hussman Strategic Allocation Fund

Fuller & Thaler Behavioral Small-Cap Equity Fund Class R6

Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class

Small-Cap Growth ProFund

LSV Small Cap Value Fund

American Century Small Company Fund I Class

American Century Small Company Fund Class A

American Century Small Company Fund R5 Class

PIMCO RAE US Small Fund Class A

PIMCO RAE US Small Fund Class I-2

Thrivent Small Cap Index Portfolio

VY American Century Small-Mid Cap Value Portfolio Advisor Class

VY American Century Small-Mid Cap Value Portfolio S2

Vanguard Strategic Equity Fund Investor Class

SIMT Small Cap Fund Class Y

Gotham Neutral Fund- Institutional Class

Voya Index Plus SmallCap Portfolio Class S

SEI Institutional Investment Trust - Small Cap Fund Class A

Fidelity Flex Small Cap Focused Index Fund

Horizon Multi-Factor Small/Mid Cap Fund Investor Class

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

BlackRock Advantage Small Cap Core Fund Investor C Class

BlackRock Advantage Small Cap Core Fund Class K

Empower S&P Small Cap 600 Index Fund Institutional Class

Empower S&P Small Cap 600 Index Fund Class L

S&P SmallCap Index Fund Class K

Nuveen Quant Small/Mid Cap Equity Fund Premier Class

Nuveen Quant Small/Mid Cap Equity Fund Class I

Nuveen Quant Small/Mid Cap Equity Fund Class R6

AQR Small Cap Momentum Style Fund Class N

Avantis US Small Cap Equity Fund Class G

BNY Mellon Smallcap Stock Index Fund Class I

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

SEI Institutional Investments Trust - Small Cap II Fund Class A

Vanguard S&P Small Cap 600 Index Fund Institutional

Vanguard Tax Managed Small Cap Fund Institutional Plus

Counterpoint Tactical Equity Fund Class C

Columbia Small Cap Index Fund Institutional Class III

Columbia Small Cap Index Fund class A

PGIM Jennison Blend Fund Class A

PGIM Jennison Blend Fund Class Z

DFA US Micro Cap Portfolio

John Hancock Variable Insurance Trust Small Opportunities Trust Series II

Russell US Small Cap Equity Fund

Praxis Small Cap Index Fund Class I

Russell US Small Cap Equity Fund Class A

Russell US Small Cap Equity Fund Class S

Russell US Small Cap Equity Fund Class M

Column Small Cap Fund

GuideMark Small/Mid Cap Core Fund Service Class

GuideStone Funds Small Cap Equity Fund Institutional Class

JPMorgan Small Cap Value Fund Class R5

JPMorgan Small Cap Value Fund Class R6

Longboard Alternative Growth Fund Class A

Northern Small Cap Index Fund

JPMorgan Small Cap Value Fund Class A

GuideMark Small/Mid Cap Core Fund Class RS

Fidelity Small Cap Index Fund

Nationwide Small Cap Index Fund Class R6

Nationwide Small Cap Index Fund Class R

Voya Russell Small Cap Index Portfolio Class S2

Voya Russell Small Cap Index Portfolio Class S

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

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

Schwab Small-Cap Index Fund

T Rowe Price Small-Cap Index Fund

VALIC Company I Small Cap Index Fund

Voya VACS Index Series SC Portfolio

Vericimetry US Small Cap Value Fund

BlackRock Small Cap Index V.I. Fund Class III

DFA US Small Cap Value Portfolio

DFA US Small Cap Portfolio Institutional Class

Virtus AlphaSimplex Global Alternatives Fund Class A

Virtus AlphaSimplex Global Alternatives Fund Class R6

VY JPMorgan Small Cap Core Equity Portfolio Service

VY JPMorgan Small Cap Core Equity Portfolio Initial

John Hancock Variable Insurance Trust Small Cap Index Trust Series II

Russell 2000 1.5x Strategy Fund Class A

Russell 2000 1.5x Strategy Fund Class H

ProFunds Ultra Small-Cap ProFund Service Class

VY JPMorgan Small Cap Core Equity Portfolio Class R6

Vanguard Morningstar Small-Cap Value Index Fund Institutional Class

Fidelity ZERO Extended Market Index Fund

Russell 2000 Fund Class H

Russell 2000 Fund Class C

Small-Cap ProFund Service Class

Vanguard Health Care Index Fund admiral class

US Vector Equity Portfolio

Vanguard Morningstar Small-Cap Index Fund Investor Class

Clearwater Select Equity Fund

Russell 2000 2x Strategy Fund Class C

SEI Institutional Investments Trust - Extended Market Index Fund Class A

Victory Cornerstone Aggressive Fund Class Fund shares

Vanguard Extended Market Index Fund Admiral Shs

Vanguard Extended Market Index Fund Institutional

Vanguard Morningstar Small-Cap Index Fund Institutional Plus Class

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

iShares Russell Small/Mid-Cap Index Fund Institutional Class

American Century Strategic Allocation Aggressive Fund R6 Class

American Century Strategic Allocation Aggressive Fund A Class

American Century Strategic Allocation Aggressive Fund C Class

Destinations Small-Mid Cap Equity Fund Class Z

Green Century Equity Fund Investor Class

Goldman Sachs Multi-Manager Global Equity Fund Class R6

Principal SmallCap Value Fund II Class R-5

Principal SmallCap Value Fund II Class J

CREF Total Global Stock Account Class R2

CREF Total Global Stock Account Class R3

American Century Strategic Allocation Aggressive Fund Investor Class

Vanguard Explorer Fund Investor Class

DFA US Sustainability Core I Portfolio Institutional Class

American Century Strategic Allocation Conservative Fund R5 Class

American Century Strategic Allocation Conservative Fund C Class

American Century Strategic Allocation Conservative Fund A Class

American Century Strategic Allocation Moderate Fund A Class

American Century Strategic Allocation Moderate Fund R6 Class

American Century Strategic Allocation Moderate Fund R5 Class

DFA US Core Equity 1 Portfolio