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 2,030,000 4.52 0 0.00 2.71 09/30/2017
Vanguard Small Cap Index 1,037,657 2.31 -18,803 -1.78 0.1 09/30/2017
Vanguard Total Stock Mkt Idx 1,069,219 2.38 20,091 1.92 0.01 08/31/2017
Vanguard Small Cap Value Index Inv 668,412 1.49 -19,816 -2.88 0.19 09/30/2017
Vanguard Strategic Equity Inv 661,345 1.47 -40,268 -5.74 0.72 06/30/2017
Vanguard Extended Market Idx Inv 584,860 1.30 -2,209 -0.38 0.08 09/30/2017
Fidelity® Series Small Cap Opps 557,500 1.24 112,300 25.22 0.82 07/31/2017
SPDR® S&P MidCap 400 ETF 503,867 1.12 1,549 0.31 0.22 09/30/2017
DFA US Small Cap I 507,500 1.13 -59,310 -10.46 0.25 08/31/2017
iShares Russell 2000 Growth 387,721 0.94 0 0.00 0.39 10/18/2017
Brown Advisory Sm-Cp Fundamental Val Inv 408,279 0.91 0 0.00 2.62 09/30/2017
Goldman Sachs Small Cap Value A 392,257 0.87 31,868 8.84 0.47 09/30/2017
iShares S&P Mid-Cap 400 Growth 357,269 0.87 0 0.00 0.45 10/18/2017
Fidelity VIP Mid Cap Inv 368,920 0.82 -10,800 -2.84 0.34 08/31/2017
Virtus Small-Cap Core I 351,100 0.78 28,000 8.67 5.1 06/30/2017
Delaware Small Cap Core A 298,700 0.67 -686 -0.23 0.92 08/31/2017
VY Baron Growth I 253,500 0.56 -14,500 -5.41 2.52 06/30/2017
Victory Integrity Small-Cap Value A 234,532 0.52 3,100 1.34 0.73 09/30/2017
RS Partners A 230,343 0.51 -11,250 -4.66 3.01 09/30/2017
JPMorgan Small Cap Value A 239,000 0.53 -15,700 -6.16 0.93 08/31/2017