| VSGAX | Vanguard Small-Cap Growth Index | 87.24 | N/A | Mutual Fund | NAS |
| POGAX | Putnam Growth Opportunities Fun | 66.47 | N/A | Mutual Fund | NAS |
| PLGAX | Principal Funds, Inc. - LargeCa | 18.71 | N/A | Mutual Fund | NAS |
| PSVAX | Principal Funds, Inc. - SmallCa | 12.74 | N/A | Mutual Fund | NAS |
| PFGAX | PIMCO FDS Long-Term US Govt Cl | 14.45 | N/A | Mutual Fund | NAS |
| PSTAX | Virtus KAR Capital Growth Fund | 20.94 | N/A | Mutual Fund | NAS |
| PSDAX | PIMCO Short Duration Municipal | 8.29 | N/A | Mutual Fund | NAS |
| PSEAX | 1789 Growth and Income Fund - C | 12.64 | N/A | Mutual Fund | NAS |
| PIGAX | PNC International Growth Fund - | 12.93 | N/A | Mutual Fund | NAS |
| PSWAX | PSWAX | 0.00 | N/A | Mutual Fund | NAS |
| PSGYX | PSGYX | 0.00 | N/A | Mutual Fund | NAS |
| PPGAX | Putnam Global Sector Fund A Sha | 11.25 | N/A | Mutual Fund | NAS |
| PSGMX | Putnam Small Cap Growth Fund Cl | 44.00 | N/A | Mutual Fund | NAS |
| FPSGAX | FT 4523: Energy Select Portfoli | 6.60 | N/A | Mutual Fund | NAS |
| PSMAX | BNY Mellon Massachusetts Fund C | 10.59 | N/A | Mutual Fund | NAS |
| PSGTX | PSG Tactical Growth Fund | 10.01 | N/A | Mutual Fund | NAS |
| MSGAX | Meridian Small Cap Growth Fund | 11.62 | N/A | Mutual Fund | NAS |
| PSFAX | PIMCO Fds Short-Term Fd Adminis | 9.64 | N/A | Mutual Fund | NAS |
| PSGRX | Putnam Small Cap Growth Fund Cl | 64.13 | N/A | Mutual Fund | NAS |
| PXGAX | Pax ESG Beta Quality Fund Class | 25.38 | N/A | Mutual Fund | NAS |
| PSGQX | PGIM Jennison Focused Growth Fu | 28.28 | N/A | Mutual Fund | NAS |
| USGAX | Morgan Stanley U.S. Government | 6.96 | N/A | Mutual Fund | NAS |
| PSGCX | Virtus KAR Small-Cap Growth Fun | 23.94 | N/A | Mutual Fund | NAS |
| PSGLX | Principal Fds, Inc. Strategic A | 21.70 | N/A | Mutual Fund | NAS |
| WSGAX | Ivy Small Cap Growth Fund Class | 12.38 | N/A | Mutual Fund | NAS |