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Who holds SMLF

ISHARES TR · 60 funds in the latest indexed 13Fs.

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FundSharesValue% of portfolio
Strategic Financial Services, Inc.3.8M$336.8M14.7%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC3.2M$289.2M0.0%
WELLS FARGO & COMPANY/MN3.0M$271.7M0.0%
AMERIPRISE FINANCIAL INC2.2M$194.2M0.0%
LPL Financial LLC1.6M$142.0M0.0%
Advance Capital Management, Inc.1.5M$131.6M4.3%
BANK OF AMERICA CORP /DE/1.4M$127.3M0.0%
Valmark Advisers, Inc.1.3M$114.2M1.2%
Acropolis Investment Management, LLC982.6K$87.6M3.5%
Cetera Investment Advisers832.0K$74.2M0.1%
Modern Wealth Management, LLC809.1K$72.1M0.9%
FMR LLC720.9K$64.3M0.0%
VANTAGEPOINT INVESTMENT ADVISERS LLC667.1K$59.5M0.4%
Annex Advisory Services, LLC625.3K$55.7M1.0%
RAYMOND JAMES FINANCIAL INC488.9K$43.6M0.0%
BlackRock, Inc.481.5K$42.9M0.0%
Financial Management Professionals, Inc.474.9K$42.3M4.0%
Clearwater Capital Advisors, LLC474.7K$42.3M3.1%
Cornerstone Planning Group LLC481.0K$41.6M5.2%
OSAIC HOLDINGS, INC.464.4K$41.4M0.0%
Ullmann Wealth Partners Group, LLC430.7K$38.4M3.5%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO414.0K$36.9M0.0%
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC395.6K$35.2M0.1%
Cambridge Investment Research Advisors, Inc.395.0K$35.2M0.1%
Pacific Center for Financial Services378.8K$33.8M7.5%
COMMONWEALTH EQUITY SERVICES, LLC357.4K$31.9M0.0%
Madison Wealth Partners, Inc319.0K$28.4M3.6%
River Wealth Advisors LLC315.4K$28.1M2.9%
MORGAN STANLEY294.2K$26.2M0.0%
Focus Partners Wealth291.9K$26.0M0.0%
Fox Financial, Inc281.2K$25.1M17.5%
Private Advisor Group, LLC277.5K$24.7M0.1%
RESTON WEALTH MANAGEMENT LLC264.9K$23.6M6.4%
INTEGRITY ALLIANCE, LLC.259.8K$23.2M0.7%
UBS Group AG222.9K$19.9M0.0%
YHB Investment Advisors, Inc.222.2K$19.8M1.3%
Family Office Research LLC205.0K$18.3M6.9%
MML INVESTORS SERVICES, LLC202.1K$18.0M0.0%
PEAPACK GLADSTONE FINANCIAL CORP197.7K$17.6M0.2%
Beacon Pointe Advisors, LLC187.6K$16.7M0.1%
Geneos Wealth Management Inc.180.4K$16.1M0.3%
AssuredPartners Investment Advisors, LLC165.5K$14.7M1.4%
PTM WEALTH MANAGEMENT, LLC161.0K$13.8M6.2%
Janney Montgomery Scott LLC154.6K$13.8M0.0%
WCG Wealth Advisors LLC152.4K$13.6M0.3%
AllGen Financial Advisors, Inc.150.3K$13.4M2.9%
Stratos Wealth Partners, LTD.150.2K$13.4M0.1%
EVOLVE PRIVATE WEALTH, LLC148.4K$13.2M0.8%
MERCER GLOBAL ADVISORS INC /ADV147.6K$13.2M0.0%
EXCHANGE TRADED CONCEPTS, LLC137.7K$12.3M0.1%
Integrated Wealth Concepts LLC136.1K$12.1M0.1%
TRB Wealth Management, LLC126.4K$11.3M1.5%
JPMORGAN CHASE & CO125.9K$11.2M0.0%
Weil Company, Inc.121.7K$10.9M1.9%
COZAD ASSET MANAGEMENT INC116.7K$10.4M0.7%
Wealth Enhancement Trust Services, Inc.114.5K$10.2M1.1%
Denver PWM, LLC107.0K$9.7M3.2%
Wingate Wealth Advisors, Inc.107.9K$9.6M4.2%
TRUIST FINANCIAL CORP107.0K$9.5M0.0%
Steward Partners Investment Advisory, LLC106.2K$9.5M0.0%
Top Fund Holdings
13F
Top Fund Holdings

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