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    ETF Holdings

    Name Assets
    Vanguard Russell 1000 Value Index Fund $10,962,000
    First Trust Senior Loan Fund $6,404,000
    iShares Core Dividend Growth ETF $4,998,000
    Pacer Trendpilot 450 ETF $4,758,000
    YieldShares High Income ETF $4,551,000
    iShares iBonds Sep 2017 Term Muni Bond ETF $3,838,000
    Global X SuperDividend Alternatives ETF $3,714,000
    iShares Short Maturity Municipal Bond ETF $3,299,000
    iShares iBonds Sep 2019 Term Muni Bond ETF $2,865,000
    Alps Equal Sector Weight ETF $2,233,000
    iShares iBonds Dec 2021 Term Muni Bond ETF $2,019,000
    Victory CEMP US 500 Enhanced Volatility Wtd Index ETF $1,942,000
    Guggenheim BulletShares 2020 High Yield Corporate Bond ETF $1,772,000
    iShares Interest Rate Hedged High Yield Bond ETF $1,721,000
    Vanguard S&P Small-Cap 600 Index Fund $1,701,000
    VanEck Vectors Biotech ETF $1,648,000
    Oppenheimer Mid Cap Revenue ETF $1,615,000
    Victory CEMP US 500 Volatility Wtd Index ETF $1,595,000
    Pacer Trendpilot 750 ETF $1,559,000
    SPDR SSgA Multi-Asset Real Return ETF $1,547,000
    VanEck Vectors BDC Income ETF $1,525,000
    PureFunds ISE Cyber Security ETF $1,453,000
    iShares Edge MSCI USA Value Factor ETF $1,436,000
    First Trust Enhanced Short Maturity ETF $1,393,000
    Oppenheimer Ultra Dividend Revenue ETF $1,321,000
    SPDR Bloomberg Barclays Short Term Treasury ETF $1,299,000
    PowerShares Global Short Term High Yield Bond Portfolio $1,283,000
    Reality Shares DIVS ETF $1,192,000
    iShares Ultra Short-Term Bond ETF $1,101,000
    Oppenheimer Small Cap Revenue ETF $1,078,000
    Vanguard Russell 3000 Index Fund $992,000
    First Trust Low Duration Opportunities ETF $946,000
    PowerShares DWA Consumer Staples Momentum Portfolio $818,000
    PowerShares International BuyBack Achievers Portfolio $809,000
    ProShares S&P MidCap 400 Dividend Aristocrats ETF $760,000
    iShares International Aggregate Bond ETF $754,000
    Guggenheim S&P SmallCap 600 Pure Growth ETF $731,000
    SPDR Bloomberg Barclays Aggregate Bond ETF $722,000
    ARK Industrial Innovation ETF $693,000
    Guggenheim BulletShares 2021 Corporate Bond ETF $655,000
    Vanguard Russell 2000 Value Index Fund $630,000
    Guggenheim Total Return Bond ETF $590,000
    SPDR S&P 500 High Dividend ETF $572,000
    iShares Morningstar Mid-Cap ETF $562,000
    Vanguard International High Dividend Yield Index Fund $548,000
    iShares Core 1-5 Year USD Bond ETF $540,000
    ProShares Russell 2000 Dividend Growers ETF $441,000
    Pacer Trendpilot 100 ETF $423,000
    PowerShares DWA Financial Momentum Portfolio $420,000
    Vanguard Russell 1000 Index Fund $417,000
    Principal EDGE Active Income ETF $410,000
    Victory CEMP US EQ Income Enhanced Volatility Wtd Index ETF $410,000
    iShares Core 10+ Year USD Bond ETF $410,000
    Fidelity MSCI Information Technology Index ETF $406,000
    iShares Edge MSCI Multifactor Intl ETF $396,000
    FlexShares International Quality Dividend Index Fund $394,000
    PowerShares KBW High Dividend Yield Financial Portfolio $391,000
    Vanguard Intermediate-Term Government Bond Index Fund $388,000
    UBS Exchange Traded Access Securities (E-TRACS) Wells Fargo BDC Index $386,000
    iShares Edge MSCI Min Vol Europe ETF $373,000
    iShares Edge MSCI Multifactor USA ETF $369,000
    ProShares High Yield-Interest Rate Hedged $361,000
    iShares iBonds Dec 2022 Term Muni Bond ETF $360,000
    AdvisorShares Newfleet Multi-Sector Income ETF $352,000
    iShares Global REIT ETF $352,000
    iShares MSCI Malaysia ETF $350,000
    iShares MSCI Italy Capped ETF $348,000
    First Trust STOXX European Select Dividend Index Fund $342,000
    First Trust NASDAQ Rising Dividend Achievers ETF $326,000
    ProShares Morningstar Alternatives Solution ETF $325,000
    PowerShares DWA Healthcare Momentum Portfolio $321,000
    Guggenheim S&P Small Cap 600 Equal Weight ETF $297,000
    WisdomTree Total Dividend Fund $295,000
    O'Shares FTSE Europe Quality Dividend ETF $275,000
    PIMCO Low Duration Active Exchange-Traded Fund $271,000
    SPDR Russell 2000 ETF $269,000
    PowerShares DWA Tactical Multi-Asset Income Portfolio $262,000
    O'Shares FTSE Europe Quality Dividend Hedged ETF $258,000
    Reality Shares DIVCON Leaders Dividend ETF $237,000
    iShares Morningstar Mid-Cap Growth ETF $234,000
    First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund $230,000
    PIMCO 15+ Year US TIPS Index Exchange-Traded Fund $223,000
    FlexShares Morningstar US Market Factor Tilt Index Fund $217,000
    First Trust Small Cap Growth AlphaDEX Fund $216,000
    iShares Core Total USD Bond Market ETF $216,000
    VanEck Vectors Steel ETF $213,000
    Guggenheim S&P SmallCap 600 Pure Value ETF $210,000
    Direxion Zacks MLP High Income Index Shares $195,000
    PureFunds ISE Junior Silver (Small Cap Miners/Explorers) ETF $192,000
    VanEck Merk Gold Trust $120,000



      Last updated on Sept. 1, 2017
        • $11.9B
          Total Assets Under Management
        • N/A
          Total Assets Under Advisement
        • 54K
        • $219.8K
          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
      Nicholas Olesen, CFP®, CRPC®
      May 2012
      Lori R. Price, CFP®
      June 2011
      Elaine M. Shanley, CFP®, AIF®
      May 2012
      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