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 2,199,866 4.81 -300,134 -12.01 2.71 12/31/2016
Vanguard Small Cap Index 1,056,454 2.31 15,652 1.50 0.11 02/28/2017
Vanguard Total Stock Mkt Idx 991,833 2.17 4,768 0.48 0.01 02/28/2017
Vanguard Small Cap Value Index Inv 681,652 1.49 11,051 1.65 0.2 02/28/2017
Vanguard Strategic Equity Inv 658,413 1.44 218,830 49.78 0.68 12/31/2016
SPDR® S&P MidCap 400 ETF 559,025 1.22 12,917 2.37 0.22 02/28/2017
DFA US Small Cap I 596,328 1.30 -8,497 -1.40 0.3 01/31/2017
Vanguard Extended Market Idx Inv 552,673 1.21 5,940 1.09 0.08 02/28/2017
Fidelity VIP Mid Cap Inv 463,520 1.01 -11,400 -2.40 0.42 01/31/2017
Brown Advisory Sm-Cp Fundamental Val Inv 493,900 1.08 19,406 4.09 2.85 12/31/2016
iShares Russell 2000 Growth 380,312 0.82 0 0.00 0.4 03/21/2017
Fidelity Advisor® Small Cap A 420,000 0.92 -792,000 -65.35 1.09 11/30/2016
Delaware Small Cap Core A 351,400 0.77 43,000 13.94 1.26 01/31/2017
Northern Small Cap Value 373,458 0.82 0 0.00 0.74 12/31/2016
iShares S&P Mid-Cap 400 Growth 308,192 0.67 0 0.00 0.4 03/21/2017
SPDR® S&P Insurance ETF 284,558 0.61 2,368 0.84 2.21 03/22/2017
Virtus Small-Cap Core I 323,100 0.71 0 0.00 5.51 12/31/2016
JPMorgan Small Cap Value A 288,100 0.63 7,800 2.78 1.04 01/31/2017
RS Partners A 373,160 0.81 -10,460 -2.73 2.54 09/30/2016
VY Baron Growth I 278,168 0.61 -46,416 -14.30 2.71 12/31/2016