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 3,160,911 2.11 2,895,011 1088.76 0.48 03/31/2014
Wells Fargo Advantage Growth Inv 4,095,000 2.74 370,000 9.93 0.98 05/31/2014
T. Rowe Price New Horizons 2,498,800 1.67 2,498,800 New 0.59 03/31/2014
American Funds NVIT Growth II 1,440,000 0.96 0 0.00 0.21 06/30/2014
American Century Heritage Inv 1,251,700 0.84 1,251,700 New 0.73 03/31/2014
Vanguard Mid Cap Index I 1,370,066 0.92 -97,072 -6.62 0.09 06/30/2014
Vanguard Total Stock Mkt Idx 1,326,503 0.89 -75,706 -5.40 0.01 06/30/2014
Federated Kaufmann R 1,075,000 0.72 75,000 7.50 0.69 03/31/2014
Wells Fargo Advantage Prem Lg Co Gr B 1,388,879 0.93 196,500 16.48 0.76 05/31/2014
Fidelity® Contrafund® 1,337,809 0.89 -988,466 -42.49 0.03 05/31/2014
Fidelity® Growth Company 1,211,400 0.81 -46,100 -3.67 0.08 05/31/2014
VA CollegeAmerica Smcap World 529E 998,000 0.67 217,400 27.85 0.13 06/30/2014
Federated Kaufmann Large Cap A 771,500 0.52 198,000 34.52 1.92 03/31/2014
Vanguard Extended Market Idx Inv 834,230 0.56 6,510 0.79 0.07 06/30/2014
Fidelity® Blue Chip Growth 952,877 0.64 0 0.00 0.16 05/31/2014
RI CBF AllianceBern Discovery Gr RA 794,379 0.53 54,110 7.31 1.24 05/31/2014
T. Rowe Price Instl Mid-Cap Equity Gr 582,800 0.39 533,800 1089.39 0.48 03/31/2014
Fidelity® OTC Portfolio 727,500 0.49 0 0.00 0.19 05/31/2014
Hartford Growth Opportunities B 695,642 0.46 -10,478 -1.48 0.53 05/31/2014
RI CBF AllianceBern Small Cap Gr Port RZ 638,793 0.43 51,070 8.69 1.13 05/31/2014