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    ETF Holdings

    Name Assets
    iShares 0-5 Year Investment Grade Corporate Bond ETF $12,133,000
    Vanguard Russell 1000 Value Index Fund $5,848,000
    iShares Edge MSCI USA Momentum Factor ETF $4,046,000
    First Trust Senior Loan Fund $3,450,000
    SPDR Bloomberg Barclays 1-3 Month T-Bill ETF $3,253,000
    iShares Morningstar Small-Cap ETF $3,171,000
    PowerShares S&P SmallCap Low Volatility Portfolio $3,078,000
    iShares iBonds Sep 2017 Term Muni Bond ETF $2,741,000
    O'Shares FTSE US Quality Dividend ETF $2,698,000
    PowerShares S&P MidCap Low Volatility Portfolio $2,225,000
    SPDR S&P 600 Small Cap ETF $2,141,000
    PowerShares Dynamic Large Cap Value Portfolio $1,952,000
    iShares Morningstar Large-Cap ETF $1,510,000
    iShares Morningstar Mid-Cap Value ETF $1,331,000
    WisdomTree Barclays US Aggregate Bond Enhanced Yield Fund $1,258,000
    PIMCO 25+ Year Zero Coupon US Treasury Index Exchange-Traded Fund $1,187,000
    Vanguard S&P Small-Cap 600 Index Fund $1,138,000
    iShares Edge MSCI USA Value Factor ETF $1,039,000
    PIMCO 1-3 Year US Treasury Index Exchange Traded Fund $760,000
    SPDR S&P World ex-US ETF $749,000
    PowerShares DWA Consumer Staples Momentum Portfolio $647,000
    PowerShares Global Short Term High Yield Bond Portfolio $631,000
    iShares Morningstar Mid-Cap ETF $559,000
    iShares Edge MSCI USA Quality Factor ETF $557,000
    PowerShares DWA Technology Momentum Portfolio $530,000
    WisdomTree SmallCap Earnings Fund $502,000
    Guggenheim BulletShares 2021 Corporate Bond ETF $502,000
    SPDR S&P 400 Mid Cap Growth ETF $486,000
    PowerShares DWA Financial Momentum Portfolio $473,000
    PowerShares DWA Energy Momentum Portfolio $458,000
    ProShares High Yield-Interest Rate Hedged $402,000
    iShares Morningstar Small-Cap Value ETF $401,000
    Fidelity NASDAQ Composite Index Tracking Stock $398,000
    SPDR S&P 600 Small Cap Growth ETF $389,000
    PowerShares Dynamic Media Portfolio $386,000
    Vanguard International High Dividend Yield Index Fund $378,000
    Guggenheim Mid-Cap Core ETF $348,000
    SPDR S&P 400 Mid Cap Value ETF $316,000
    Schwab Short-Term US Treasury ETF $303,000
    Guggenheim S&P Small Cap 600 Equal Weight ETF $303,000
    PowerShares KBW High Dividend Yield Financial Portfolio $279,000
    Highland/iBoxx Senior Loan ETF $267,000
    WisdomTree Total Dividend Fund $263,000
    Vanguard Intermediate-Term Government Bond Index Fund $230,000
    First Trust Cloud Computing ETF $226,000
    iShares Morningstar Mid-Cap Growth ETF $212,000
    iShares MSCI Italy Capped ETF $212,000
    Alps Equal Sector Weight ETF $209,000
    PowerShares Dynamic Building & Construction Portfolio $203,000
    First Trust STOXX European Select Dividend Index Fund $143,000



      Last updated on March 15, 2017
        • $11.3B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 51K
        • $222.6K
          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
      Elaine M. Shanley, CFP®, AIF®
      May 2012
      Nicholas Olesen, CFP®, CRPC®
      May 2012
      Lori R. Price, CFP®
      June 2011
      Luis Alfonso Granados
      December 2014
      David Breault
      October 2011



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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        John Patric Hyland Managing Member, Chief Executive Officer, And Managing Director December, 2010 50% to 75%
        Patrick James Sullivan Managing Member, Chief Compliance Officer And Managing Director December, 2010 50% to 75%
        Robert Karl Koster Compliance Director March, 2011 less than 5%
        James Daniel Sullivan Managing Director June, 2014 less than 5%
        James J Perhacs Managing Director June, 2014 less than 5%
          Source: SEC


          Types of Compensation Arrangements

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