Major Shareholders 

MCO

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Akre Focus Instl 5,161,390 2.70 0 0.00 10.97 08/31/2017
Vanguard Mid Cap Index I 3,998,086 2.09 28,341 0.71 0.63 10/31/2017
Vanguard Total Stock Mkt Idx 3,869,546 2.02 16,343 0.42 0.09 10/31/2017
Principal MidCap R2 3,284,251 1.72 -42,760 -1.29 3.07 10/31/2017
Vanguard 500 Index Inv 2,798,563 1.46 42,756 1.55 0.11 11/30/2017
VA CollegeAmerica New Perspective 529E 2,989,700 1.56 0 0.00 0.59 09/30/2017
MFS Value A 2,159,082 1.13 -151,096 -6.54 0.67 10/31/2017
SPDR® S&P 500 ETF 1,975,316 1.02 -7,954 -0.40 0.11 12/14/2017
Vanguard Institutional Index I 1,735,041 0.91 -32,301 -1.83 0.11 10/31/2017
Financial Select Sector SPDR® ETF 1,615,009 0.83 -24,208 -1.48 0.74 12/14/2017
Oakmark I 1,506,471 0.79 0 0.00 1.1 09/30/2017
Vanguard Growth Index Inv 1,068,692 0.56 3,060 0.29 0.22 11/30/2017
Vanguard Mid-Cap Growth ETF 1,031,306 0.54 12,139 1.19 1.35 10/31/2017
Fidelity Spartan® 500 Index Inv 991,169 0.52 24,780 2.56 0.11 10/31/2017
MainStay Large Cap Growth A 937,650 0.49 -22,700 -2.36 1.1 10/31/2017
MFS Massachusetts Investors Gr Stk A 896,969 0.47 -21,559 -2.35 1.8 10/31/2017
Fidelity® Series International Growth 660,100 0.35 -12,800 -1.90 0.64 10/31/2017
iShares Russell 1000 Growth 520,853 0.27 2,797 0.54 0.19 12/13/2017
PowerShares S&P 500 Low Volatility ETF 491,138 0.25 1,264 0.26 0.99 12/14/2017
Principal MidCap SP 496,299 0.26 -7,798 -1.55 3.07 10/31/2017