| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Causeway Capital Management LLC | 156,049 | 1,178 | 2,683,106.51 | 0.0054 | 0.0122 | 11/28/2025 |
| 2 | Hantz Financial Services, Inc. | 94,189 | 94,189 | 1,619,485.67 | 0.0243 | 0.0074 | 09/30/2025 |
| 3 | Sterling Capital Management LLC | 50,708 | 510 | 871,873.35 | 0.0126 | 0.004 | 09/30/2025 |
| 4 | Domini Impact Investments LLC | 40,500 | 0 | 696,357 | 0.9732 | 0.0032 | 10/31/2025 |
| 5 | NBC Securities, Inc. | 24,934 | 24,934 | 428,715.2 | 0.0325 | 0.002 | 09/30/2025 |
| 6 | Vident Advisory LLC | 23,161 | 14,927 | 398,230.23 | 0.0031 | 0.0018 | 11/28/2025 |
| 7 | RhumbLine Advisers LP | 15,794 | -4,614 | 271,562.04 | 0.0002 | 0.0012 | 09/30/2025 |
| 8 | Yousif Capital Management LLC | 12,010 | 965 | 206,499.94 | 0.0021 | 0.0009 | 09/30/2025 |
| 9 | ShariaPortfolio, Inc. | 6,730 | 2,877 | 115,715.62 | 0.0381 | 0.0005 | 11/28/2025 |
| 10 | Strengthening Families & Communities LLC | 3,154 | 3,154 | 54,229.88 | 0.0114 | 0.0002 | 09/30/2025 |
| 11 | GAMMA Investing LLC | 1,739 | -231 | 29,900.37 | 0.0016 | 0.0001 | 09/30/2025 |
| 12 | T. Rowe Price Associates, Inc. (IM) | 1,468 | -52 | 25,240.79 | 0 | 0.0001 | 06/30/2025 |
| 13 | Foster Dykema Cabot & Partners LLC | 784 | 0 | 13,480.1 | 0.0009 | 0.0001 | 09/30/2025 |
| 14 | PNC Wealth Management LLC | 369 | -495 | 6,344.59 | 0 | 0 | 09/30/2025 |
| 15 | Fisher Asset Management LLC | 98 | 0 | 1,685.01 | 0 | 0 | 10/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | ActivePassive International Equity ETF | 156,049 | 1,178 | 2,683,106.51 | 0.2778 | 0.0122 | 11/28/2025 |
| 2 | Domini Impact Equity Fund | 40,500 | 0 | 696,357 | 0.0583 | 0.0032 | 10/31/2025 |
| 3 | AAM Transformers ETF | 23,161 | 14,927 | 398,230.23 | 0.3689 | 0.0018 | 11/28/2025 |
| 4 | SP Funds S&P World (ex-US) ETF | 6,730 | 2,877 | 115,715.62 | 0.1256 | 0.0005 | 11/28/2025 |
| 5 | T.Rowe Price Funds SICAV - Multi-Asset Global Income Fund | 1,468 | -52 | 25,240.79 | 0.0735 | 0.0001 | 06/30/2025 |
| 6 | Fisher Invt. Institutional Grp. Stock Fd. for Retirement Plans | 98 | 0 | 1,685.01 | 0.4581 | 0 | 10/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Hantz Financial Services, Inc. | 94,189 | 94,189 | 1,619,485.67 | 0.0243 | 0.0074 | 09/30/2025 |
| 2 | NBC Securities, Inc. | 24,934 | 24,934 | 428,715.2 | 0.0325 | 0.002 | 09/30/2025 |
| 3 | Vident Advisory LLC | 23,161 | 14,927 | 398,230.23 | 0.0031 | 0.0018 | 11/28/2025 |
| 4 | Strengthening Families & Communities LLC | 3,154 | 3,154 | 54,229.88 | 0.0114 | 0.0002 | 09/30/2025 |
| 5 | ShariaPortfolio, Inc. | 6,730 | 2,877 | 115,715.62 | 0.0381 | 0.0005 | 11/28/2025 |
| 6 | Causeway Capital Management LLC | 156,049 | 1,178 | 2,683,106.51 | 0.0054 | 0.0122 | 11/28/2025 |
| 7 | Yousif Capital Management LLC | 12,010 | 965 | 206,499.94 | 0.0021 | 0.0009 | 09/30/2025 |
| 8 | Sterling Capital Management LLC | 50,708 | 510 | 871,873.35 | 0.0126 | 0.004 | 09/30/2025 |
| 9 | Kerr Financial Planning Corp. | 44 | 44 | 756.54 | 0.001 | 0 | 09/30/2025 |
| 10 | Salomon & Ludwin LLC | 31 | 31 | 533.01 | 0 | 0 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | RhumbLine Advisers LP | 15,794 | -4,614 | 271,562.04 | 0.0002 | 0.0012 | 09/30/2025 |
| 2 | Cambria Investment Management LP | 0 | -1,205 | 0 | 0 | 0 | |
| 3 | PNC Wealth Management LLC | 369 | -495 | 6,344.59 | 0 | 0 | 09/30/2025 |
| 4 | First Horizon Advisors, Inc. | 0 | -384 | 0 | 0 | 0 | |
| 5 | GAMMA Investing LLC | 1,739 | -231 | 29,900.37 | 0.0016 | 0.0001 | 09/30/2025 |
| 6 | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -53 | 0 | 0 | 0 | |
| 7 | T. Rowe Price Associates, Inc. (IM) | 1,468 | -52 | 25,240.79 | 0 | 0.0001 | 06/30/2025 |
| 8 | Brooklyn Investment Group LLC | 0 | -25 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.