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 7,081,471 2.40 62,318 0.89 0.41 02/28/2017
Vanguard Total Stock Mkt Idx 6,445,073 2.18 78,791 1.24 0.06 02/28/2017
Vanguard 500 Index Inv 4,420,751 1.50 51,750 1.18 0.07 02/28/2017
iShares Select Dividend 4,651,389 1.46 2,476 0.05 1.21 03/21/2017
Vanguard Institutional Index I 3,239,166 1.10 7,634 0.24 0.07 02/28/2017
SPDR® S&P 500 ETF 3,443,863 1.09 42,140 1.24 0.07 03/22/2017
Vanguard Mid-Cap Value ETF 2,288,468 0.78 59,516 2.67 0.76 02/28/2017
PowerShares QQQ ETF 2,187,564 0.69 11,544 0.53 0.21 03/22/2017
Met Invt Ser ClearBridge Agrsv Gr E 2,448,500 0.83 0 0.00 3.02 12/31/2016
Fidelity Spartan® 500 Index Inv 1,665,137 0.56 3,963 0.24 0.07 01/31/2017
Columbia Dividend Opportunity A 1,532,599 0.52 -26,300 -1.69 1.69 02/28/2017
Vanguard Value Index Inv 1,455,256 0.49 34,016 2.39 0.13 02/28/2017
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 1,202,377 0.38 3,303 0.28 2.85 03/22/2017
ALPS Sector Dividend Dogs ETF 1,120,912 0.38 71,025 6.77 2.43 02/28/2017
Vanguard Windsor™ Inv 1,297,862 0.44 -803,159 -38.23 0.28 12/31/2016
Technology Select Sector SPDR® ETF 1,083,861 0.34 -14,276 -1.30 0.29 03/22/2017
Vanguard Equity-Income Inv 1,246,386 0.42 149,596 13.64 0.19 12/31/2016