Major Shareholders 

STX

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Fidelity® Low-Priced Stock 27,284,700 9.26 -116,500 -0.43 2.43 10/31/2016
ClearBridge Aggressive Growth A 10,251,589 3.47 -100,000 -0.97 3.46 12/31/2016
Vanguard Mid Cap Index I 7,019,153 2.38 126,918 1.84 0.4 01/31/2017
iShares Select Dividend 6,384,979 2.27 0 0.00 1.76 02/23/2017
Vanguard Total Stock Mkt Idx 6,366,282 2.16 89,967 1.43 0.06 01/31/2017
Vanguard 500 Index Inv 4,369,001 1.48 63,710 1.48 0.07 01/31/2017
SPDR® S&P 500 ETF 3,354,823 1.19 2,394 0.07 0.07 02/23/2017
Vanguard Institutional Index I 3,231,532 1.09 10,408 0.32 0.07 01/31/2017
PowerShares QQQ ETF 2,153,953 0.77 15,239 0.71 0.23 02/23/2017
Vanguard Mid-Cap Value ETF 2,228,952 0.76 85,381 3.98 0.73 01/31/2017
Met Invt Ser ClearBridge Agrsv Gr E 2,448,500 0.83 0 0.00 3.02 12/31/2016
Columbia Dividend Opportunity A 1,558,899 0.53 0 0.00 1.66 01/31/2017
Vanguard Value Index Inv 1,421,240 0.48 36,236 2.62 0.12 01/31/2017
Fidelity Spartan® 500 Index Inv 1,661,174 0.56 12,776 0.78 0.06 12/31/2016
Fidelity® Series Intrinsic Oppos F 1,800,000 0.61 0 0.00 0.85 10/31/2016
First Trust NASDAQ-100-Tech Sector ETF 1,225,641 0.44 3,960 0.32 3.21 02/23/2017
Technology Select Sector SPDR® ETF 1,090,453 0.39 513 0.05 0.31 02/23/2017
Vanguard Windsor™ Inv 1,297,862 0.44 -803,159 -38.23 0.28 12/31/2016
Vanguard Equity-Income Inv 1,246,386 0.42 149,596 13.64 0.19 12/31/2016
ALPS Sector Dividend Dogs ETF 1,049,887 0.36 89,249 9.29 2.33 01/31/2017