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 10,351,589 3.47 -272,922 -2.57 3.37 09/30/2016
Vanguard Mid Cap Index I 6,892,235 2.34 8,761 0.13 0.34 12/31/2016
iShares Select Dividend 6,449,655 2.14 -6,808 -0.11 1.42 01/18/2017
Vanguard Total Stock Mkt Idx 6,276,315 2.13 -50,996 -0.81 0.05 12/31/2016
Vanguard 500 Index Inv 4,305,291 1.46 22,170 0.52 0.06 12/31/2016
Vanguard Institutional Index I 3,221,124 1.09 -86,241 -2.61 0.06 12/31/2016
SPDR® S&P 500 ETF 3,325,924 1.08 -22,572 -0.67 0.05 01/20/2017
Met Invt Ser ClearBridge Agrsv Gr E 2,448,500 0.82 0 0.00 2.94 09/30/2016
Vanguard Mid-Cap Value ETF 2,143,571 0.73 53,076 2.54 0.63 12/31/2016
Vanguard Windsor™ Inv 2,101,021 0.70 -998,650 -32.22 0.48 09/30/2016
PowerShares QQQ ETF 2,187,310 0.71 -618 -0.03 0.18 01/19/2017
Fidelity Spartan® 500 Index Inv 1,648,398 0.56 12,992 0.79 0.06 11/30/2016
Fidelity® Series Intrinsic Oppos F 1,800,000 0.61 0 0.00 0.85 10/31/2016
Columbia Dividend Opportunity A 1,558,899 0.53 0 0.00 1.38 12/31/2016
Vanguard Value Index Inv 1,385,004 0.47 -755 -0.05 0.1 12/31/2016
Vanguard Selected Value Inv 1,257,575 0.42 -604,025 -32.45 0.54 09/30/2016
Vanguard Equity-Income Inv 1,096,790 0.37 183,272 20.06 0.18 09/30/2016
First Trust NASDAQ-100-Tech Sector ETF 1,149,649 0.37 5,778 0.51 2.56 01/19/2017
Technology Select Sector SPDR® ETF 1,023,812 0.33 -1,197 -0.12 0.25 01/20/2017