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ETF Holdings

Name Assets
iShares MSCI Denmark Capped ETF $190,000
iShares Russell Top 200 ETF $176,000
iShares Edge MSCI USA Value Factor ETF $106,000
iShares Core 1-5 Year USD Bond ETF $103,000
PowerShares KBW Premium Yield Equity REIT Portfolio $74,000
PowerShares DWA Financial Momentum Portfolio $63,000
iShares MSCI Brazil Small-Cap ETF $61,000
iShares Morningstar Mid-Cap ETF $58,000
Vanguard Intermediate-Term Government Bond Index Fund $42,000
SPDR S&P 600 Small Cap ETF $41,000
SPDR S&P 400 Mid Cap Value ETF $40,000
iShares Global High Yield Corporate Bond ETF $38,000
iShares GNMA Bond ETF $34,000
PowerShares Dividend Achievers Portfolio $34,000
PowerShares DWA SmallCap Momentum Portfolio $33,000
PowerShares DWA Energy Momentum Portfolio $28,000
Schwab Short-Term US Treasury ETF $26,000
iShares Morningstar Large-Cap Value ETF $20,000
First Trust Latin America AlphaDEX Fund $17,000
WisdomTree Global High Dividend Fund $12,000
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund $12,000
Guggenheim MSCI Emerging Markets Equal Country Weight ETF $11,000
PowerShares Emerging Markets Infrastructure Portfolio $11,000
BLDRS Asia 50 ADR Index Fund $10,000
First Trust Value Line 100 Exchange-Traded Fund $9,000
ETFS Physical Silver Shares $8,000
iShares Morningstar Small-Cap Value ETF $7,000
IQ Hedge Macro Tracker ETF $6,000
PIMCO Broad US TIPS Index Exchange-Traded Fund $6,000
PowerShares Global Agriculture Portfolio $4,000
Guggenheim BulletShares 2022 Corporate Bond ETF $4,000
PowerShares Zacks Micro Cap Portfolio $3,000
PowerShares DWA Healthcare Momentum Portfolio $2,000



    Last updated on Nov. 5, 2017
      • $1.6B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 8K
      • $211.7K
        Estimated Average Account Balance


    Firm Services

    There is no Services data available to display at this time.

    Firm Client types


    Current Advisors

    # of advisors


    name start date
    Mitchell George Rubin
    March 2011
    James Michael Stahl
    October 2012
    David Michael Leist
    February 2009
    Ronald Gilbert Smith
    July 2005
    John Pierre Derstine
    June 2000

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Next Financial Insurance Services Company -- --
      Saline Wealth Management Group IAR $4,935,690
      Visionary Asset Management IAR $615,607,987



        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        David Lee Holtz Director August, 1999 less than 5%
        Norman Carl Jr Grant Director March, 2000 less than 5%
        Jeffrey Judd Saline Director December, 2011 less than 5%
        Cary Joel Sr Cowan Director December, 2011 less than 5%
        Christopher Brian Mueller Svp Chief Operations Officer February, 2014 less than 5%
        Leslie Bernard Jallans Cco September, 2014 less than 5%
        Philip Francis Smith Cfo/Finop March, 2015 less than 5%
        Barry Glenn Knight President/Ceo/Director December, 2006 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Percentage Of Assets
          • Hourly Charges
          • Fixed Fees
          • Other