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 7,184,306 2.19 89,317 1.26 0.11 02/28/2017
Vanguard 500 Index Inv 4,924,401 1.50 56,547 1.16 0.13 02/28/2017
MFS Value A 4,763,631 1.45 -32,837 -0.68 0.92 01/31/2017
SPDR® S&P 500 ETF 3,877,032 1.15 46,795 1.22 0.13 03/22/2017
Vanguard Institutional Index I 3,619,942 1.10 21,183 0.59 0.13 02/28/2017
JHancock Disciplined Value Mid Cap A 2,662,479 0.81 127,404 5.03 1.53 01/31/2017
Principal MidCap R2 2,466,494 0.75 31,240 1.28 1.57 01/31/2017
Wells Fargo Special Mid Cap Value Inst 2,219,800 0.68 124,100 5.92 2.89 01/31/2017
Vanguard Growth Index Inv 1,958,755 0.60 31,900 1.66 0.27 02/28/2017
Fidelity Spartan® 500 Index Inv 1,855,705 0.56 4,417 0.24 0.13 01/31/2017
MainStay Large Cap Growth A 1,794,600 0.55 -354,800 -16.51 1.12 01/31/2017
T. Rowe Price Mid-Cap Growth 1,750,000 0.53 0 0.00 0.53 12/31/2016
MFS Massachusetts Investors Gr Stk A 1,640,826 0.50 0 0.00 2.03 01/31/2017
Artisan Mid Cap Investor 1,543,210 0.47 451,096 41.30 1.64 12/31/2016
T. Rowe Price Blue Chip Growth 1,491,600 0.45 342,000 29.75 0.34 12/31/2016
MFS Massachusetts Investors Tr A 1,420,485 0.43 0 0.00 1.9 01/31/2017
JPMorgan Equity Income Select 1,416,641 0.43 0 0.00 0.8 01/31/2017
Columbia Contrarian Core Z 1,319,080 0.40 207,045 18.62 1.09 02/28/2017
Victory Sycamore Established Value R 1,347,583 0.41 321,083 31.28 1.44 12/31/2016
Vanguard Windsor™ II Inv 1,340,800 0.41 0 0.00 0.22 12/31/2016