Major Shareholders 

FIS

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Vanguard Total Stock Mkt Idx 7,535,643 2.28 126,627 1.71 0.11 05/31/2017
Vanguard 500 Index Inv 5,138,731 1.55 86,968 1.72 0.14 05/31/2017
MFS Value A 4,980,894 1.51 0 0.00 1 05/31/2017
SPDR® S&P 500 ETF 3,764,091 1.12 -26,112 -0.69 0.13 06/23/2017
Vanguard Institutional Index I 3,611,918 1.09 7,990 0.22 0.14 05/31/2017
T. Rowe Price Growth Stock 3,576,600 1.09 3,576,600 New 0.59 03/31/2017
JHancock Disciplined Value Mid Cap A 2,855,629 0.86 27,406 0.97 1.74 04/30/2017
Principal MidCap R2 2,397,562 0.73 -13,360 -0.55 1.5 04/30/2017
Wells Fargo Special Mid Cap Value Inst 2,336,500 0.71 41,500 1.81 2.93 04/30/2017
Vanguard Growth Index Inv 2,040,258 0.62 22,155 1.10 0.27 05/31/2017
T. Rowe Price Blue Chip Growth 2,133,600 0.65 642,000 43.04 0.46 03/31/2017
Janus Enterprise D 2,107,066 0.64 894,314 73.74 1.28 03/31/2017
Fidelity Spartan® 500 Index Inv 1,898,255 0.57 -6,839 -0.36 0.13 04/30/2017
MainStay Large Cap Growth A 1,679,800 0.51 -32,300 -1.89 1.09 04/30/2017
T. Rowe Price Mid-Cap Growth 1,750,000 0.53 0 0.00 0.53 03/31/2017
MFS Massachusetts Investors Gr Stk A 1,608,642 0.49 -7,512 -0.46 1.98 05/31/2017
JPMorgan Equity Income Select 1,625,921 0.49 0 0.00 0.93 04/30/2017
Victory Sycamore Established Value R 1,658,100 0.50 310,517 23.04 1.52 03/31/2017
MFS Massachusetts Investors Tr A 1,420,485 0.43 0 0.00 1.96 05/31/2017
MFS Growth B 1,406,330 0.43 0 0.00 0.76 05/31/2017