Major Shareholders 

SFM

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
T. Rowe Price Mid-Cap Growth 5,500,000 4.13 -500,000 -8.33 0.42 03/31/2018
Vanguard Total Stock Mkt Idx 3,158,908 2.40 39,013 1.25 0.01 04/30/2018
Vanguard Small Cap Index 3,047,921 2.31 15,258 0.50 0.09 04/30/2018
AZ InvestEd Ivy Mid Cap Growth E 2,534,887 1.91 1,049,700 70.68 1.44 03/31/2018
Undiscovered Mgrs Behavioral Value Inst 2,265,214 1.70 0 0.00 0.89 03/31/2018
Vanguard Small Cap Growth Index Inv 1,735,762 1.32 10,892 0.63 0.2 04/30/2018
Vanguard Extended Market Idx Inv 1,616,873 1.23 10,828 0.67 0.06 04/30/2018
Eaton Vance Tx-Mgd Growth 1.2 A 1,554,670 1.17 0 0.00 0.22 03/31/2018
SPDR® S&P MidCap 400 ETF 1,423,611 1.08 24,757 1.77 0.18 04/30/2018
Prudential Jennison Small Company B 1,401,484 1.06 146,319 11.66 0.94 04/30/2018
T. Rowe Price Instl Mid-Cap Equity Gr 1,334,000 1.00 -27,000 -1.98 0.45 03/31/2018
Waddell & Reed New Concepts A 1,049,700 0.79 189,570 22.04 1.51 12/31/2017
ClearBridge All Cap Value A 1,000,000 0.75 0 0.00 1.32 03/31/2018
iShares S&P Mid-Cap 400 Growth 1,075,983 0.71 0 0.00 0.29 05/18/2018
DFA US Small Cap I 992,158 0.75 0 0.00 0.13 03/31/2018
JNL/T. Rowe Price Mid-Cap Growth B 990,000 0.74 -72,000 -6.78 0.42 03/31/2018
Neuberger Berman Long Short A 987,900 0.74 57,300 6.16 0.77 03/31/2018
MassMutual Select Mid Cap Gr Eq II A 957,000 0.72 44,000 4.82 0.35 03/31/2018
ClearBridge Small Cap C 876,389 0.66 46,390 5.59 2.12 04/30/2018
AZ InvestEd Ivy Small Cap Growth E 830,300 0.62 830,300 New 0.9 03/31/2018