Major Shareholders 

PRI

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Baron Growth Retail 2,160,000 4.74 -39,866 -1.81 3.01 03/31/2017
Vanguard Small Cap Index 1,069,890 2.35 13,436 1.27 0.12 03/31/2017
Vanguard Total Stock Mkt Idx 1,014,736 2.23 22,903 2.31 0.02 03/31/2017
Vanguard Small Cap Value Index Inv 694,474 1.52 12,822 1.88 0.21 03/31/2017
DFA US Small Cap I 596,328 1.30 0 0.00 0.31 02/28/2017
Vanguard Extended Market Idx Inv 562,993 1.23 10,320 1.87 0.08 03/31/2017
Vanguard Strategic Equity Inv 658,413 1.44 218,830 49.78 0.68 12/31/2016
SPDR® S&P MidCap 400 ETF 540,155 1.18 -18,870 -3.38 0.23 03/31/2017
Fidelity VIP Mid Cap Inv 445,520 0.97 -18,000 -3.88 0.42 02/28/2017
Brown Advisory Sm-Cp Fundamental Val Inv 424,044 0.93 -69,856 -14.14 2.93 03/31/2017
iShares Russell 2000 Growth 380,312 0.86 0 0.00 0.41 04/27/2017
Goldman Sachs Small Cap Value A 379,885 0.83 379,885 New 0.45 03/31/2017
Fidelity Advisor® Small Cap A 420,000 0.92 -792,000 -65.35 1.09 11/30/2016
Delaware Small Cap Core A 365,900 0.80 14,500 4.13 1.34 02/28/2017
iShares S&P Mid-Cap 400 Growth 308,192 0.70 0 0.00 0.4 04/27/2017
SPDR® S&P Insurance ETF 289,062 0.65 0 0.00 2.35 04/27/2017
Virtus Small-Cap Core I 323,100 0.71 0 0.00 5.51 12/31/2016
JPMorgan Small Cap Value A 255,000 0.56 -33,100 -11.49 0.98 02/28/2017
Victory Integrity Small-Cap Value A 245,132 0.54 72,932 42.35 0.8 03/31/2017
VY Baron Growth I 278,168 0.61 -46,416 -14.30 2.71 12/31/2016