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ETF Holdings

Name Assets
iShares iBonds Dec 2022 Term Muni Bond ETF $15,599,000
iShares Russell Top 200 ETF $15,189,000
WisdomTree Bloomberg Floating Rate Treasury Fund $13,804,000
Gavekal Knowledge Leaders Developed World ETF $10,835,000
iShares Ultra Short-Term Bond ETF $10,765,000
WisdomTree Total Dividend Fund $8,135,000
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund $8,131,000
Schwab Fundamental US Broad Market Index ETF $7,770,000
Fidelity Total Bond ETF $7,582,000
Vanguard International Dividend Appreciation Index Fund $7,088,000
ProShares S&P MidCap 400 Dividend Aristocrats ETF $6,581,000
Deutsche X-trackers MSCI All China Equity ETF $6,194,000
SPDR S&P 600 Small Cap ETF $5,955,000
SPDR S&P Health Care Equipment ETF $5,052,000
iShares iBonds Dec 2021 Term Muni Bond ETF $4,752,000
Goldman Sachs ActiveBeta International Equity ETF $4,531,000
iShares iBonds Sep 2019 Term Muni Bond ETF $4,506,000
Fidelity MSCI Consumer Staples Index ETF $3,885,000
Fidelity MSCI Industrials Index ETF $3,525,000
iShares International Aggregate Bond ETF $3,463,000
SPDR MSCI Emerging Markets StrategicFactors ETF $3,339,000
ProShares Russell 2000 Dividend Growers ETF $3,300,000
VanEck Merk Gold Trust $3,142,000
IQ Hedge Market Neutral Tracker ETF $2,249,000
Vanguard Russell 1000 Index Fund $2,176,000
Alerian Energy Infrastructure ETF $1,723,000
Fidelity MSCI Real Estate Index ETF $1,585,000
Vanguard Russell 2000 Growth Index Fund $1,524,000
ARK Genomic Revolution Multi-Sector ETF $1,488,000
KraneShares CSI China Internet ETF $1,377,000
Fidelity MSCI Information Technology Index ETF $1,244,000
Hartford Multifactor Developed Markets (ex-US) ETF $1,225,000
Victory CEMP US EQ Income Enhanced Volatility Wtd Index ETF $1,198,000
Oppenheimer Ultra Dividend Revenue ETF $1,172,000
Fidelity MSCI Materials Index ETF $1,165,000
Reality Shares DIVCON Leaders Dividend ETF $1,159,000
SPDR MSCI EAFE StrategicFactors ETF $1,064,000
WisdomTree BofA Merrill Lynch High Yield Bond Zero Duration Fund $1,042,000
iShares Edge MSCI Multifactor Intl ETF $984,000
VanEck Vectors Retail ETF $983,000
WisdomTree Bloomberg US Dollar Bullish Fund $904,000
First Trust Mid Cap Growth AlphaDEX Fund $888,000
Vanguard Russell 1000 Value Index Fund $808,000
iShares Convertible Bond ETF $717,000
VanEck Vectors-Investment Grade Floating Rate ETF $626,000
ARK Web x.0 ETF $583,000
VanEck Vectors Natural Resources ETF $549,000
VanEck Vectors AMT-Free Short Municipal Index ETF $498,000
First Trust Global Tactical Commodity Strategy Fund $433,000
ProShares UltraPro Dow30 $414,000
JPMorgan Diversified Return Global Equity ETF $349,000
iShares Morningstar Mid-Cap Growth ETF $347,000
Direxion Daily FTSE China Bull 3X Shares $315,000
ProShares UltraShort Financials $296,000
iShares Morningstar Mid-Cap Value ETF $285,000
Lattice US Equity Strategy ETF $271,000
Lattice Emerging Markets Strategy ETF $259,000
ProShares UltraPro Short Russell2000 $254,000
ProShares Short High Yield $253,000
IQ Hedge Macro Tracker ETF $252,000
SPDR S&P 500 Fossil Fuel Reserves Free ETF $243,000
JPMorgan Diversified Return Europe Equity ETF $239,000
SPDR SSGA Gender Diversity Index ETF $235,000
Deutsche X-trackers MSCI Eurozone Hedged Equity ETF $233,000
Deep Value ETF $232,000
Fidelity MSCI Consumer Discretionary Index ETF $231,000
iShares Edge MSCI Multifactor USA ETF $230,000
SPDR SSGA US Small Cap Low Volatility Index ETF $224,000
ProShares UltraPro S&P500 $219,000
Vanguard Russell 2000 Value Index Fund $201,000
UBS Exchange Traded Access Securities (E-TRACS) 2x Leveraged Long Wells Fargo BDC Index $196,000
ProShares Ultra Bloomberg Crude Oil $137,000
ProShares UltraPro Short QQQ $49,000



    Last updated on Aug. 30, 2017
      • $30.2B
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 76K
      • $397.7K
        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
    John Miller Verfurth
    July 2011
    Manford Wayne Laws
    January 2017
    Gibson Rymar Wilkes
    February 2011
    Neal David Furlong
    March 2017
    Francis E Murphy
    January 2011

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Axiom Asset Management IAR $622,843,646
      Delta Asset Management, LLC IAR $823,103,128
      Duncker Streett & Co., LLC IAR $367,659,882
      Harvey Investment Company, LLC IAR $562,426,665
      Hightower Securities, LLC Broker-Dealer --
      Kanawha Capital Management, LLC IAR $836,270,275
      Kissinger Financial Services, LLC IAR $261,692,601
      Leonetti & Associates, LLC IAR $677,762,897
      Rdm Investment Services, Inc. Broker-Dealer --
      The Rikoon Group, LLC IAR $484,955,931
      Wealthtrust Arizona -- --
      Wealthtrust Fairport, LLC IAR $1,565,391,695



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

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Robert Steven Pagliuco Cfo, Manager May, 2008 less than 5%
        Lance Devin Murray Chief Compliance Officer July, 2016 less than 5%
        Barry Anthony Coviello National Director Of Field Supervision July, 2013 less than 5%
        Timothy Bernard Woods Counsel April, 2013 less than 5%
        Douglas Joseph Besso Cto January, 2015 less than 5%
          Source: SEC


          Types of Compensation Arrangements

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