Mutual Funds Holding SFM

Pear Tree Essex Environmental Opportunities Fund Institutional Class

FPA Queens Road Small Cap Value Fund Class Advisor

FPA Queens Road Small Cap Value Fund Investor Class

MetLife Small Company Equity Fund Investor Class

UBS Engage for Impact Fund Class P2

Champlain Small Company Fund Institutional Shares

Fidelity Select Retailing Portfolio

Putnam Sustainable Future Fund Class A

Putnam Sustainable Future Fund Class Y

GreenFi Redwood Fund

Champlain Mid Cap Fund

Buffalo Mid Cap Discovery Fund Institutional Class

Fidelity Select Consumer Staples Fund Class C

Fidelity Select Consumer Staples Portfolio Class I

Fidelity Select Consumer StaplesFund Class Z

NAA SMid Cap Value Fund Class C

AMG Boston Common Global Impact Fund Class I

Rydex Consumer Products Fund Class H

Rydex Consumer Products Fund Class C

Eaton Vance Atlanta Capital SMID-Cap Fund Class A

Eaton Vance Atlanta Capital SMID-Cap Fund Class I

Eaton Vance Atlanta Capital SMID-Cap Fund Class R

AB DISCOVERY VALUE FUND C

AB DISCOVERY VALUE FUND Z

AB Small Cap Value Portfolio

AB Small Cap Value Portfolio

DWS Small Cap Core Fund Class A

DWS Small Cap Core Fund Class Institutional

Columbia Variable Portfolio - Acorn Fund

Columbia Acorn Trust Acorn Fund Class S

Columbia Acorn Trust Acorn Fund Institutional Class III

Columbia Acorn Trust Acorn Fund Class C

Fidelity Healthy Future Fund

New Alternatives Fund- Class A

Fidelity Advisor Healthy Future Fund Class C

Fidelity Advisor Healthy Future Fund Class I

Victory Pioneer Core Equity Fund Class R6

Victory Pioneer Core Equity Fund Class A

Monteagle Opportunity Equity Fund Institutional Class

American Beacon Man Large Cap Growth Fund Class A

American Beacon Man Large Cap Growth Fund Investor Class

American Beacon Man Large Cap Growth Fund Y Class

Fidelity Advisor Small Cap Fund Class A

Fidelity Advisor Small Cap Fund Class I

Fidelity Advisor Small Cap Fund Class Z

Victory Sycamore Small Company Opportunity Fund Class A

Victory Sycamore Small Company Opportunity Fund Class R6

Fidelity Advisor Mid Cap Value Fund Class Z

Fidelity Advisor Mid Cap Value Fund Class C

Fidelity Advisor Mid Cap Value Fund Class M

SGI Small Cap Growth Fund Class I

John Hancock Variable Insurance Trust Small Cap Index Trust Series II

Fidelity Series Value Discovery Fund

BlackRock Advantage SMID Cap Fund Inc Institutional Class

BlackRock Advantage SMID Cap Fund Inc Class A

BlackRock Advantage SMID Cap Fund Inc Class R

WesMark Large Company Fund

BlackRock Advantage Small Cap Growth Fund Institutional Class

BlackRock Advantage Small Cap Growth Fund Class K

Federated Hermes MDT Mid Cap Growth Fund Class C

Federated Hermes MDT Mid Cap Growth Fund Class R6

Embark Small Cap Equity Fund Institutional Class

Pace Small/Med Company Growth Equity Investments Fund Class A

Fidelity Advisor Value Strategies Fund Class I

Fidelity Advisor Value Strategies Fund

Fidelity Advisor Value Strategies Fund Class C

BlackRock Advantage SMID Cap V.I. Fund Class III

Bridge Builder Tax Managed Large Cap Fund

Fidelity Capital Appreciation Fund

NAA Mid Growth Fund Class A

BNY Mellon Active MidCap Fund Class C

BNY Mellon Active MidCap Fund Class I

Fidelity Stock Selector Small Cap Fund

Mairs & Power Growth Fund

State Street Institutional Small-Cap Equity Fund Service Class

Carillon Scout Mid Cap Fund Class R-6

Fidelity Mid Cap Growth Index Fund

Carillon Scout Mid Cap Fund Class I

Voya Russell Mid Cap Growth Index Portfolio Class S2

Mid-Cap Value ProFund

Principal Capital Appreciation Fund Class A

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

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

Principal Capital Appreciation Fund R-5 Class

Federated Hermes MDT Market Neutral Fund Class A

AQR Trend Total Return Fund Class R6

Federated Hermes MDT Market Neutral Fund Class IS

Bridge Builder Small/Mid Cap Growth Fund

Balter Invenomic Fund Investor Class

Vanguard Small Cap Growth Index Fund Investor Class

Vanguard Small Cap Growth Index Fund Institutional

AQR Managed Futures Strategy Fund Class N

Columbia Multi-Manager Large Cap Growth Strategies Fund Institutional Class

John Hancock Variable Insurance Trust Mid Index Trust Series Nav

Empower S&P Mid Cap 400 Index Fund Class L

Empower S&P Mid Cap 400 Index Fund Institutional Class

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

AQR Long-Short Equity Fund Class I

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

Fidelity Large Cap Stock K6 Fund Class K6

AQR CVX Fusion Fund Class N

Columbia Mid Cap Index Fund Institutional Class III

BNY Mellon Midcap Index Fund, Inc 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

S&P MidCap Index Fund Class K

Columbia Mid Cap Index Fund Class A

S&P MidCap Index Fund Investor Class

VALIC Company I Mid Cap Index Fund

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

BlackRock Advantage Small Cap Core Fund Investor C Class

BlackRock Advantage Small Cap Core Fund Class K

Federated Hermes Mid-Cap Index Fund Institutional Class

Voya Index Plus MidCap Portfolio Initial

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

AQR MS Fusion Fund Class N

Fidelity Advisor Capital Development Fund Class C

Fidelity Advisor Capital Development Fund Class O

Fidelity Advisor Capital Development Fund Class A

Fidelity Large Cap Stock Fund Class A

Fidelity Large Cap Stock Fund Class C

Fidelity Large Cap Stock Fund

Fuller & Thaler Behavioral Small-Cap Equity Fund Class R6

Fuller & Thaler Behavioral Small-Cap Equity Fund Institutional Class

Fidelity US Low Volatility Equity Fund

Mid-Cap ProFund

SA US Small Company Fund

Fidelity Advisor Small Cap Growth Fund Class C

Fidelity Advisor Small Cap Growth Fund

Fidelity Advisor Small Cap Growth Fund Class Z

Guidemark Large Cap Core Fund Service Shares

Mid-Cap 1.5x Strategy Fund Class C

T Rowe Price Mid-Cap Index Fund

T Rowe Price Mid-Cap Index Fund Class Z

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

GuideMark Small/Mid Cap Core Fund Class RS

ProFunds UltraMid-Cap ProFund Service Class

Touchstone Dynamic Large Cap Growth Fund Class C

Touchstone Dynamic Large Cap Growth Fund Class R6

Touchstone Dynamic Large Cap Growth Fund Class Y

Allspring Disciplined Small Cap Fund Class R6

SIMT Mid-Cap Fund Class F

SIMT Mid-Cap Fund Class I

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

Fidelity Advisor Value Fund Class C

Fidelity Advisor Value Fund Class M

Fidelity Value Fund Class K

Virtus AlphaSimplex Global Alternatives Fund Class C

Virtus AlphaSimplex Global Alternatives Fund Class I

T. Rowe Price Extended Equity Market Index Fund

Transamerica Large Core ESG Fund Class R4

Transamerica Large Core ESG Fund Class I3

Avantis US Large Cap Value Fund Class G

Counterpoint Tactical Equity Fund Class A

Counterpoint Tactical Equity Fund Class I

State Street Small/Mid Cap Equity Index Portfolio

Vanguard Extended Market Index Fund Institutional Plus Class

Vanguard Extended Market Index Fund Investor Class

Vanguard Small Cap Index Fund Institutional

Vanguard Small Cap Index Fund admiral Class

iShares Russell Small/Mid-Cap Index Fund Class K

Fidelity Extended Market Index Fund

Schwab Small-Cap Equity Fund

Mid-Cap Growth ProFund Service Class

Alphacentric Symmetry Strategy Fund Class A

Calvert US Mid Cap Core Responsible Index Class R6

Calvert US Mid Cap Core Responsible Index Class I

Praxis Small Cap Index Fund Class I

Vanguard Explorer Fund Admiral Shares

Voya Russell Mid Cap Index Portfolio Advisor Class

Voya Russell Mid Cap Index Portfolio Class S

Optimum Large Cap Growth Fund Class C

AQR LSE Fusion Fund Class I

AQR LSE Fusion Fund Class R6

AQR Alternative Risk Premia Fund Class I