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 4.57 0 0.00 2.71 09/30/2017
Vanguard Total Stock Mkt Idx 1,074,425 2.43 1,749 0.16 0.01 10/31/2017
Vanguard Small Cap Index 1,042,773 2.36 5,116 0.49 0.11 10/31/2017
Vanguard Small Cap Value Index Inv 674,209 1.52 5,797 0.87 0.21 10/31/2017
Vanguard Extended Market Idx Inv 584,860 1.32 0 0.00 0.08 10/31/2017
Vanguard Strategic Equity Inv 605,772 1.36 -22,530 -3.59 0.7 09/30/2017
Fidelity® Series Small Cap Opps 557,500 1.24 112,300 25.22 0.82 07/31/2017
DFA US Small Cap I 496,627 1.12 -10,873 -2.14 0.26 10/31/2017
iShares Russell 2000 Growth 399,410 0.90 -2,765 -0.69 0.44 12/13/2017
SPDR® S&P MidCap 400 ETF 503,867 1.14 1,549 0.31 0.22 09/30/2017
iShares S&P Mid-Cap 400 Growth 366,878 0.83 -523 -0.14 0.5 12/13/2017
Brown Advisory Sm-Cp Fundamental Val Inv 408,279 0.92 0 0.00 2.62 09/30/2017
Fidelity VIP Mid Cap Inv 362,620 0.82 -6,300 -1.71 0.37 10/31/2017
Goldman Sachs Small Cap Value A 392,257 0.88 31,868 8.84 0.47 09/30/2017
Virtus Small-Cap Core I 387,800 0.87 36,700 10.45 4.85 09/30/2017
Delaware Small Cap Core A 318,900 0.72 17,600 5.84 1.03 10/31/2017
VY Baron Growth I 253,500 0.57 0 0.00 2.69 09/30/2017
JPMorgan Small Cap Value A 232,600 0.53 -6,400 -2.68 1.01 10/31/2017
T. Rowe Price QM US Small-Cap Growth Eq 249,500 0.56 61,700 32.85 0.38 09/30/2017
SPDR® S&P Insurance ETF 196,265 0.43 -337 -0.17 2.24 12/14/2017