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ETF Holdings

Name Assets
WisdomTree Total Dividend Fund $2,015,000
Vanguard Russell 1000 Index Fund $1,278,000
Vanguard Russell 3000 Index Fund $1,040,000
FlexShares Quality Dividend Defensive Index Fund $933,000
Vanguard Russell 1000 Value Index Fund $611,000
iShares Edge MSCI Multifactor USA ETF $610,000
VanEck Vectors Brazil Small-Cap ETF $505,000
ProShares Ultra Semiconductors $378,000
ProShares S&P MidCap 400 Dividend Aristocrats ETF $318,000
UBS Exchange Traded Access Securities (E-TRACS) UBS Bloomberg Constant Maturity Commodity Index (CMCI) Tot Rtn $208,000
Vanguard Russell 2000 Growth Index Fund $175,000
VanEck Vectors AMT-Free Short Municipal Index ETF $136,000
Global X Fertilizers/Potash ETF $97,000
Direxion Daily Semiconductor Bull 3X Shares $96,000
iShares Edge MSCI Multifactor USA Small-Cap ETF $61,000
ProShares Ultra Oil & Gas $47,000
ProShares Short Oil & Gas $36,000
Sprott Junior Gold Miners ETF $33,000
iShares Edge MSCI Multifactor Emerging Markets ETF $21,000
SPDR S&P 600 Small Cap ETF $21,000
iShares Morningstar Small-Cap Value ETF $21,000
iShares Edge MSCI Intl Quality Factor ETF $16,000
iShares iBonds Dec 2021 Term Muni Bond ETF $14,000
WisdomTree Emerging Markets Consumer Growth Fund $13,000
Direxion Daily S&P 500 Bull 3X Shares $7,000
First Trust Chindia ETF $5,000
iShares MSCI Brazil Small-Cap ETF $5,000
Vanguard Russell 2000 Value Index Fund $5,000
ProShares UltraPro Short QQQ $4,000
iShares Convertible Bond ETF $3,000
Direxion Daily S&P Oil & Gas Exp & Prod Bull 3X Shares $2,000



    Last updated on June 5, 2019
      • $25.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 18K
      • $1.4M
        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
    John Baker Welch
    March 2013
    Paul M Hindsley
    January 1998
    Kelly Manko Allison
    November 2018
    Stephanie Grieser Braming
    June 2005
    Rashmi Balaji Singh
    March 2018

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      William Blair Advanced Strategies, L.L.C -- --
      William Blair Global Advanced Strategies -- --
      William Blair International, Ltd -- --
      William Blair Investment Management, LLC IAR $48,880,263,153



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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Stephanie Grieser Braming Executive Committee November, 2017 less than 5%
        Ryan Jacob Devore Executive Committee November, 2017 less than 5%
        Kenneth Lee Wagner Chief Compliance Officer September, 2006 less than 5%
        Jeffrey Alan Urbina Executive Committee January, 2014 less than 5%
        Jon Walter Zindel Executive Committee, Cfo August, 2012 less than 5%
        Brent Walker Gledhill Executive Committee March, 2009 less than 5%
        John Carroll Moore Executive Committee January, 2009 less than 5%
        Arthur Joseph Simon General Counsel, Executive Committee December, 2000 less than 5%
        John Roger Ettelson President, Ceo January, 2004 less than 5%
        Edgar David Iii Coolidge Vice Chairman January, 2004 less than 5%
          Source: SEC


          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees
          • Commissions