| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Boston Common Asset Management LLC | 403,743 | -26,051 | 2,551,655.76 | 0.0872 | 0.0133 | 09/30/2025 |
| 2 | Cacti Asset Management LLC | 296,250 | 0 | 1,872,300 | 0.1216 | 0.0098 | 09/30/2025 |
| 3 | Nia Impact Advisors LLC | 288,277 | 163,533 | 1,821,910.64 | 0.5605 | 0.0095 | 08/31/2025 |
| 4 | Grace & White, Inc. | 283,750 | 0 | 1,793,300 | 0.3385 | 0.0094 | 09/30/2025 |
| 5 | RhumbLine Advisers LP | 84,466 | 504 | 533,825.12 | 0.0004 | 0.0028 | 06/30/2025 |
| 6 | Blueprint Investment Partners LLC | 73,272 | 73,272 | 463,079.04 | 0.0712 | 0.0024 | 08/31/2025 |
| 7 | S & Co., Inc. | 65,300 | -34,475 | 412,696 | 0.0252 | 0.0022 | 06/30/2025 |
| 8 | Marshall Wace LLP | 35,954 | 0 | 227,229.28 | 0.0002 | 0.0012 | 03/31/2025 |
| 9 | GAMMA Investing LLC | 27,559 | -28,239 | 174,172.88 | 0.0095 | 0.0009 | 09/30/2025 |
| 10 | Causeway Capital Management LLC | 26,205 | 26,205 | 165,615.6 | 0.0004 | 0.0009 | 10/31/2025 |
| 11 | Folger Nolan Fleming Douglas Capital Management, Inc. | 19,355 | 0 | 122,323.6 | 0.0131 | 0.0006 | 09/30/2025 |
| 12 | ShariaPortfolio, Inc. | 15,293 | 6,864 | 96,651.76 | 0.0316 | 0.0005 | 10/31/2025 |
| 13 | NBT Capital Management, Inc. | 1,500 | 150 | 9,480 | 0.0006 | 0 | 09/30/2025 |
| 14 | Salomon & Ludwin LLC | 880 | 880 | 5,561.6 | 0.0005 | 0 | 09/30/2025 |
| 15 | Strengthening Families & Communities LLC | 261 | 261 | 1,649.52 | 0.0004 | 0 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Nia Impact Solutions Fund | 288,277 | 163,533 | 1,821,910.64 | 1.9854 | 0.0095 | 08/31/2025 |
| 2 | Blueprint Adaptive Growth Allocation Fund | 73,272 | 73,272 | 463,079.04 | 0.2291 | 0.0024 | 08/31/2025 |
| 3 | Lumyna - MW TOPS UCITS Fund | 35,954 | 0 | 227,229.28 | 0.0087 | 0.0012 | 03/31/2025 |
| 4 | ActivePassive International Equity ETF | 26,205 | 26,205 | 165,615.6 | 0.0176 | 0.0009 | 10/31/2025 |
| 5 | SP Funds S&P World (ex-US) ETF | 15,293 | 6,864 | 96,651.76 | 0.1176 | 0.0005 | 10/31/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | Nia Impact Advisors LLC | 288,277 | 163,533 | 1,821,910.64 | 0.5605 | 0.0095 | 08/31/2025 |
| 2 | Blueprint Investment Partners LLC | 73,272 | 73,272 | 463,079.04 | 0.0712 | 0.0024 | 08/31/2025 |
| 3 | Causeway Capital Management LLC | 26,205 | 26,205 | 165,615.6 | 0.0004 | 0.0009 | 10/31/2025 |
| 4 | ShariaPortfolio, Inc. | 15,293 | 6,864 | 96,651.76 | 0.0316 | 0.0005 | 10/31/2025 |
| 5 | Salomon & Ludwin LLC | 880 | 880 | 5,561.6 | 0.0005 | 0 | 09/30/2025 |
| 6 | RhumbLine Advisers LP | 84,466 | 504 | 533,825.12 | 0.0004 | 0.0028 | 06/30/2025 |
| 7 | Strengthening Families & Communities LLC | 261 | 261 | 1,649.52 | 0.0004 | 0 | 09/30/2025 |
| 8 | NBT Capital Management, Inc. | 1,500 | 150 | 9,480 | 0.0006 | 0 | 09/30/2025 |
| # | Holder Name | Position | Position Change | $ Market Value | % Port | % O/S | Rpt Date |
|---|---|---|---|---|---|---|---|
| 1 | S & Co., Inc. | 65,300 | -34,475 | 412,696 | 0.0252 | 0.0022 | 06/30/2025 |
| 2 | Vident Advisory LLC | 0 | -29,241 | 0 | 0 | 0 | |
| 3 | GAMMA Investing LLC | 27,559 | -28,239 | 174,172.88 | 0.0095 | 0.0009 | 09/30/2025 |
| 4 | Boston Common Asset Management LLC | 403,743 | -26,051 | 2,551,655.76 | 0.0872 | 0.0133 | 09/30/2025 |
| 5 | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -129 | 0 | 0 | 0 | |
| 6 | Cambria Investment Management LP | 0 | -33 | 0 | 0 | 0 |
Data provided by FactSet Research Systems Inc.