Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMG Managers Fairpointe Mid Cap Fund | Jan 31, 2018 | 3.1M | 74.8M | 4.5% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.9M | 47.1M | 2.8% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.6M | 37.7M | 2.2% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.5M | 37.9M | 2.2% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.5M | 36.4M | 2.2% |
| Nuveen Small Cap Value Fund | Jun 30, 2018 | 1.3M | 32.6M | 1.9% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 967.0K | 23.5M | 1.4% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 927.5K | 22.5M | 1.3% |
| SPDR S&P Mid Cap 400 ETF Trust | Jun 30, 2018 | 834.6K | 20.5M | 1.2% |
| Managed Portfolio Series-Jackson Square SMID Cap Growth Fd | Apr 30, 2018 | 754.6K | 17.6M | 1.1% |
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