Major Shareholders 

SWHC

Name Shares
Held
% Total
Shares Held
Shares
Change
% Chg from
Prior Port
% Total
Assets
Date of
Portfolio
Star Rating
Fidelity Advisor® Small Cap A 2,000,000 3.61 0 0.00 0.98 05/31/2014
Vanguard Strategic Equity Inv 2,181,500 4.08 0 0.00 0.51 07/31/2014
Fidelity® Low-Priced Stock 1,170,700 2.11 -29,300 -2.44 0.04 04/30/2014
Vanguard Small Cap Index 957,989 1.79 5,225 0.55 0.02 08/31/2014
Vanguard Total Stock Mkt Idx 884,310 1.65 11,369 1.30 0 08/31/2014
Vanguard Small Cap Growth Index Inv 658,458 1.23 -2,036 -0.31 0.05 08/31/2014
Vanguard Extended Market Idx Inv 526,433 0.99 3,300 0.63 0.01 08/31/2014
Fidelity® Export & Multinational 422,200 0.79 422,200 New 0.28 07/31/2014
Royce Micro-Cap Invmt 350,165 0.63 0 0.00 0.69 06/30/2014
Fidelity Advisor® Series Small Cap 308,200 0.56 9,300 3.11 0.93 05/31/2014
QS Batterymarch US Sm Cap Eq I 323,100 0.59 0 0.00 0.61 06/30/2014
Columbia Small Cap Value Fund I A 352,790 0.66 15,600 4.63 0.34 07/31/2014
Gotham Enhanced Return Institutional 280,001 0.51 -91,750 -24.68 0.43 06/30/2014
GuideStone Funds Small Cap Equity Instl 268,600 0.49 -59,200 -18.06 0.65 06/30/2014
Fidelity Advisor® Stock Selec Mid Cp B 304,600 0.57 0 0.00 0.17 07/31/2014
iShares Russell 2000 Growth 371,117 0.63 0 0.00 0.06 09/18/2014
Royce Capital Micro-Cap Inv 250,100 0.45 0 0.00 0.63 06/30/2014
Royce Low Priced Stock Svc 239,500 0.43 239,500 New 0.31 06/30/2014
JNL/Mellon Cptl JNL 5 B 230,731 0.42 -12,496 -5.14 0.1 06/30/2014
RBC Small Cap Core I 230,100 0.42 -16,900 -6.84 1.42 06/30/2014