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 1,077,074 2.37 2,092 0.19 0.1 05/31/2017
Vanguard Total Stock Mkt Idx 1,039,552 2.28 20,134 1.98 0.01 05/31/2017
Vanguard Strategic Equity Inv 701,613 1.54 43,200 6.56 0.82 03/31/2017
Vanguard Small Cap Value Index Inv 699,611 1.54 514 0.07 0.19 05/31/2017
DFA US Small Cap I 596,328 1.31 0 0.00 0.31 04/30/2017
Vanguard Extended Market Idx Inv 568,433 1.25 5,090 0.90 0.07 05/31/2017
SPDR® S&P MidCap 400 ETF 510,736 1.12 -19,856 -3.74 0.2 05/31/2017
Brown Advisory Sm-Cp Fundamental Val Inv 424,044 0.93 -69,856 -14.14 2.93 03/31/2017
Fidelity VIP Mid Cap Inv 411,720 0.90 -14,200 -3.33 0.41 04/30/2017
Fidelity Advisor® Small Cap A 420,000 0.92 0 0.00 1.17 02/28/2017
Goldman Sachs Small Cap Value A 379,885 0.83 379,885 New 0.45 03/31/2017
iShares Russell 2000 Growth 384,624 0.87 0 0.00 0.36 06/22/2017
Delaware Small Cap Core A 320,900 0.71 8,000 2.56 1.17 04/30/2017
Virtus Small-Cap Core I 323,100 0.71 0 0.00 5.66 03/31/2017
iShares S&P Mid-Cap 400 Growth 321,427 0.73 0 0.00 0.36 06/22/2017
VY Baron Growth I 268,000 0.59 -10,168 -3.66 3.01 03/31/2017
JPMorgan Small Cap Value A 247,700 0.54 -7,300 -2.86 0.98 04/30/2017
Victory Integrity Small-Cap Value A 245,132 0.54 72,932 42.35 0.8 03/31/2017
SPDR® S&P Insurance ETF 258,208 0.59 0 0.00 2.21 06/23/2017