Major Shareholders 

BMS

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Mairs & Power Growth Inv 2,920,000 3.12 0 0.00 3.19 12/31/2016
SPDR® S&P Dividend ETF 2,679,418 2.98 1,530 0.06 0.88 01/20/2017
Vanguard Small Cap Index 2,092,638 2.23 -6,508 -0.31 0.14 12/31/2016
Vanguard Total Stock Mkt Idx 2,005,719 2.14 3,294 0.16 0.02 12/31/2016
Franklin Rising Dividends Fund A 1,516,389 1.62 0 0.00 0.44 09/30/2016
American Century Equity Income Inv 1,499,200 1.60 1,499,200 New 0.66 09/30/2016
American Century US Value Yield Eq Tr 1 1,499,200 1.60 1,499,200 New 0.68 09/30/2016
Vanguard Small Cap Value Index Inv 1,324,660 1.41 32,967 2.55 0.25 12/31/2016
Vanguard Extended Market Idx Inv 1,114,497 1.19 20,159 1.84 0.1 12/31/2016
SPDR® S&P MidCap 400 ETF 1,083,582 1.16 17,279 1.62 0.28 12/31/2016
iShares S&P Mid-Cap 400 Value 723,193 0.80 0 0.00 0.6 01/18/2017
T. Rowe Price New Era 644,100 0.69 -4,800 -0.74 0.95 09/30/2016
Vanguard Dividend Appreciation ETF 641,462 0.68 400 0.06 0.11 12/31/2016
Columbia Mid Cap Value A 514,475 0.55 -8,025 -1.54 0.91 12/31/2016
Vanguard Strategic Equity Inv 441,407 0.47 -437,400 -49.77 0.37 09/30/2016
American Century Mid Cap Value Inv 437,380 0.47 140,771 47.46 0.27 09/30/2016
Homestead Value 433,600 0.46 0 0.00 2.37 09/30/2016
Prudential Jennison Small Company B 407,730 0.44 0 0.00 0.56 12/31/2016
Royce Total Return Invmt 378,200 0.40 0 0.00 0.69 09/30/2016
Fidelity Spartan® Extended Mkt Index Inv 377,275 0.40 1,970 0.52 0.09 11/30/2016