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ETF Holdings

Name Assets
SPDR S&P 500 ETF Trust $125,720,000
iShares Core S&P 500 ETF $92,956,000
Vanguard Total Stock Market Index Fund $59,614,000
SPDR S&P MidCap 400 ETF $59,498,000
iShares Russell 1000 Value ETF $47,982,000
Vanguard Dividend Appreciation Index Fund $41,445,000
Vanguard Tax-Managed International Fund $30,222,000
Vanguard Extended Market Index Fund $26,582,000
iShares MSCI EAFE ETF $14,751,000
iShares Russell 2000 ETF $14,705,000
iShares US Pharmaceuticals ETF $14,372,000
Vanguard Information Technology Index Fund $14,034,000
Schwab US Broad Market ETF $13,514,000
Vanguard Emerging Markets Stock Index Fund $13,304,000
iShares Russell 2000 Growth ETF $12,843,000
Vanguard FTSE All-World ex US Index Fund $12,591,000
iShares Russell 3000 ETF $12,581,000
iShares MSCI All Country Asia ex Japan ETF $12,126,000
iShares Residential Real Estate Capped ETF $11,752,000
iShares Russell 1000 Growth ETF $10,818,000
Vanguard REIT Index Fund $10,330,000
iShares Currency Hedged MSCI EAFE ETF $8,706,000
iShares Core S&P Mid-Cap ETF $8,549,000
SPDR Dow Jones REIT ETF $8,538,000
Vanguard 500 Index Fund $8,506,000
ProShares UltraPro QQQ $8,434,000
Vanguard Mid-Cap Index Fund $7,219,000
iShares MSCI Emerging Markets ETF $6,930,000
Alerian MLP ETF $6,114,000
Vanguard Value Index Fund $5,071,000
Vanguard High Dividend Yield Index Fund $4,823,000
iShares Nasdaq Biotechnology ETF $4,711,000
Vanguard Materials Index Fund $4,036,000
iShares Russell 1000 ETF $3,444,000
Vanguard Health Care Index Fund $2,770,000
iShares Core S&P Small-Cap ETF $2,265,000
SPDR EURO STOXX 50 ETF $2,252,000
Vanguard Mid-Cap Growth Index Fund $2,226,000
iShares Russell Mid-Cap ETF $2,082,000
iShares S&P 100 ETF $1,898,000
Vanguard Energy Index Fund $1,856,000
Vanguard Small-Cap Index Fund $1,807,000
iShares Russell 2000 Value ETF $1,686,000
Vanguard European Stock Index Fund $1,639,000
SPDR S&P Emerging Markets Dividend ETF $1,613,000
iShares US Aerospace & Defense ETF $1,522,000
Energy Select Sector SPDR Fund $1,316,000
SPDR Dow Jones Industrial Average ETF Trust $1,296,000
Vanguard Total World Stock Index Fund $1,253,000
iShares S&P 500 Growth ETF $1,206,000
Utilities Select Sector SPDR Fund $1,193,000
Vanguard Growth Index Fund $1,149,000
SPDR S&P Dividend ETF $1,068,000
iShares Select Dividend ETF $1,062,000
iShares Cohen & Steers REIT ETF $968,000
iShares S&P 500 Value ETF $964,000
PowerShares FTSE RAFI US 1000 Portfolio $912,000
iShares MSCI ACWI ex US ETF $906,000
iShares MSCI ACWI ETF $865,000
PowerShares Water Resources Portfolio $858,000
Deutsche X-trackers MSCI EAFE Hedged Equity ETF $818,000
WisdomTree Japan Hedged Equity Fund $763,000
iShares MSCI EAFE Small-Cap ETF $716,000
iShares Russell Mid-Cap Growth ETF $619,000
PowerShares FTSE RAFI US 1500 Small-Mid Portfolio $607,000
Vanguard Mid-Cap Value Index Fund $586,000
FlexShares Quality Dividend Index Fund $579,000
Financial Select Sector SPDR Fund $564,000
iShares MSCI EAFE Growth ETF $561,000
iShares US Real Estate ETF $521,000
Schwab US Mid-Cap ETF $513,000
iShares MSCI Japan ETF $467,000
First Trust Dow Jones Internet Index Fund $433,000
Industrial Select Sector SPDR Fund $431,000
First Trust Consumer Staples AlphaDEX Fund $394,000
SPDR Dow Jones International Real Estate ETF $371,000
First Trust Consumer Discretionary AlphaDEX Fund $368,000
Vanguard Consumer Staples Index Fund $367,000
SPDR S&P Global Natural Resources ETF $356,000
SPDR S&P Emerging Asia Pacific ETF $348,000
Vanguard Small-Cap Growth Index Fund $340,000
iShares Core MSCI Emerging Markets ETF $331,000
iShares S&P Small-Cap 600 Growth ETF $325,000
WisdomTree Europe Hedged Equity Fund $324,000
Guggenheim S&P MidCap 400 Pure Growth ETF $317,000
iShares S&P Small-Cap 600 Value ETF $312,000
iShares MSCI EAFE Value ETF $301,000
iShares North American Natural Resources ETF $298,000
Technology Select Sector SPDR Fund $297,000
Vanguard Small-Cap Value Index Fund $282,000
PowerShares Dynamic Pharmaceuticals Portfolio $280,000
VanEck Vectors Biotech ETF $258,000
iShares US Financials ETF $247,000
SPDR Morgan Stanley Technology ETF $239,000
SPDR S&P International Small Cap ETF $228,000
PowerShares WilderHill Clean Energy Portfolio $228,000
iShares S&P Mid-Cap 400 Growth ETF $225,000
VanEck Vectors Brazil Small-Cap ETF $222,000
Schwab US REIT ETF $221,000
Health Care Select Sector SPDR Fund $219,000
iShares US Industrials ETF $214,000
First Trust NYSE Arca Biotechnology Index Fund $208,000



    Last updated on June 6, 2019
      • $47.6B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 13K
      • $3.6M
        Estimated Average Account Balance


    Firm Services

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

    Firm Client types

    There is no client type data to display at this time.


    Current Advisors

    # of advisors


    name start date
    Ian McAbeer, CFA®
    September 2016
    Thomas Douglas Davis Graff
    June 2012
    David Andrew Stepherson
    June 2015
    Bente Lockwood Strong
    April 2017
    Paul Joseph Chew
    June 2012

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Blueprint Texas Gp, LLC -- --
      Brown Advisory Direct Investments Gp, LLC -- --
      Brown Advisory Gp, LLC -- --
      Brown Advisory Investment Solutions Group LLC IAR $4,528,748,422
      Brown Advisory Ltd. IAR $1,388,113,795
      Brown Advisory Securities, LLC IAR $14,675,247
      Brown Advisory Trust Company of Delaware, LLC -- --
      Brown Investment Advisory & Trust Company -- --
      Brown Savano Jv, LLC IAR $0
      Meritage Capital Gp, LLC -- --
      Meritage Capital, LLC IAR $987,142,274
      Nextgen Venture Partners, LLC IAR $0
      Nextgen Ventures Fund I Gp, LLC -- --
      Nextgen Ventures Fund II Gp, LLC -- --
      Signature Family Wealth Advisors IAR $4,347,021,846



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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        David Michael Churchill Chief Operating Officer July, 2007 less than 5%
        Michael David Hankin President & Ceo July, 2007 less than 5%
        Brett David Rogers General Counsel & Chief Compliance Officer April, 2010 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees
          • Performance-Based Fees