Major Shareholders 

BBT

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Vanguard Total Stock Mkt Idx 10,993,505 1.55 204,697 1.90 0.14 03/31/2014
Dodge & Cox Stock 10,662,144 1.50 -217,000 -1.99 0.77 03/31/2014
First Eagle Global A 9,693,682 1.36 0 0.00 0.75 02/28/2014
Vanguard Institutional Index I 7,076,775 1.00 98,000 1.40 0.17 03/31/2014
Vanguard 500 Index Inv 7,003,394 0.99 127,022 1.85 0.17 03/31/2014
SPDR S&P 500 6,844,215 0.91 54,128 0.80 0.16 04/21/2014
MainStay Marketfield I 5,103,628 0.72 1,423,487 38.68 1.09 12/31/2013
Financial Select Sector SPDR® 4,725,900 0.63 -1,728 -0.04 1 04/21/2014
American Funds AMCAP A 3,500,000 0.49 0 0.00 0.38 03/31/2014
SSgA S&P 500 Index Strategy 4,193,370 0.60 7,806 0.19 0.15 03/31/2013
JHancock Disciplined Value Mid Cap A 2,985,295 0.42 205,865 7.41 1.46 02/28/2014
Fidelity Spartan® 500 Index Inv 2,959,382 0.42 17,779 0.60 0.16 02/28/2014
Invesco Growth and Income A 2,532,770 0.36 142,582 5.97 1.04 12/31/2013
Invesco Equity and Income A 2,346,652 0.33 74,435 3.28 0.7 12/31/2013
Vanguard Value Index Inv 2,142,545 0.30 4,785 0.22 0.29 03/31/2014
iShares Select Dividend 2,155,009 0.29 -1,192 -0.06 0.61 04/21/2014
Dodge & Cox Balanced 1,839,584 0.26 0 0.00 0.51 03/31/2014
JPMorgan Equity Income Select 1,855,563 0.26 76,977 4.33 1.09 02/28/2014
JHancock Disciplined Value I 1,678,434 0.24 56,110 3.46 0.82 02/28/2014
iShares Russell 1000 Value 1,599,743 0.21 1,775 0.11 0.28 04/21/2014