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 4.51 -130,000 -6.02 2.52 06/30/2017
Vanguard Small Cap Index 1,057,213 2.35 -19,861 -1.84 0.1 06/30/2017
Vanguard Total Stock Mkt Idx 1,044,468 2.32 4,916 0.47 0.01 06/30/2017
Vanguard Small Cap Value Index Inv 683,822 1.52 -15,789 -2.26 0.19 06/30/2017
Vanguard Strategic Equity Inv 661,345 1.47 -40,268 -5.74 0.72 06/30/2017
Vanguard Extended Market Idx Inv 576,513 1.28 8,080 1.42 0.07 06/30/2017
DFA US Small Cap I 572,962 1.27 -23,366 -3.92 0.27 06/30/2017
SPDR® S&P MidCap 400 ETF 522,138 1.16 11,402 2.23 0.21 06/30/2017
Fidelity® Series Small Cap Opps 445,200 0.98 445,200 New 0.68 04/30/2017
Brown Advisory Sm-Cp Fundamental Val Inv 408,279 0.91 -15,765 -3.72 2.57 06/30/2017
iShares Russell 2000 Growth 369,640 0.82 0 0.00 0.38 08/10/2017
Fidelity VIP Mid Cap Inv 390,720 0.87 -21,000 -5.10 0.35 06/30/2017
iShares S&P Mid-Cap 400 Growth 345,670 0.77 0 0.00 0.42 08/10/2017
Goldman Sachs Small Cap Value A 360,389 0.80 -19,496 -5.13 0.41 06/30/2017
Virtus Small-Cap Core I 323,100 0.71 0 0.00 5.66 03/31/2017
Delaware Small Cap Core A 333,900 0.74 5,100 1.55 1.09 06/30/2017
SPDR® S&P Insurance ETF 275,478 0.61 0 0.00 2.36 08/10/2017
JPMorgan Small Cap Value A 254,700 0.57 0 0.00 0.92 06/30/2017
VY Baron Growth I 253,500 0.56 -14,500 -5.41 2.52 06/30/2017
Fidelity® Low-Priced Stock 227,000 0.50 -2,300 -1.00 0.05 04/30/2017