Stock
SMMV
| Ownership Count: | 346 |
| Ownership Count: | 346 |
| Manager Name | % of Portfolio | Recent Activity | Share | Value |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ | 0.0% |
Reduced 1.01%
|
617,590 | $25,605,000.0 |
| MERCER GLOBAL ADVISORS INC /ADV | 0.06% |
Reduced 21.83%
|
594,029 | $24,628,000.0 |
| ENVESTNET ASSET MANAGEMENT INC | 0.01% |
Reduced 5.09%
|
571,505 | $23,694,000.0 |
| Raymond James Financial Services Advisors, Inc. | 0.02% |
No Change
|
408,756 | $16,677,000.0 |
| RAYMOND JAMES FINANCIAL INC | 0.01% |
No Change
|
325,536 | $13,496,000.0 |
| WEALTH MANAGEMENT RESOURCES, INC. | 4.33% |
Reduced 15.53%
|
283,350 | $11,747,000.0 |
| Ameritas Investment Company, LLC | 0.44% |
No Change
|
254,575 | $9,440,000.0 |
| Fiduciary Planning LLC | 7.15% |
No Change
|
216,656 | $7,748,000.0 |
| RAYMOND JAMES & ASSOCIATES | 0.01% |
No Change
|
199,403 | $8,135,000.0 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% |
Reduced 1.85%
|
188,402 | $7,811,000.0 |
| AMERIPRISE FINANCIAL INC | 0.0% |
Reduced 0.62%
|
182,526 | $7,553,000.0 |
| GOLDMAN SACHS GROUP INC | 0.0% |
Added 6.65%
|
173,050 | $7,174,000.0 |
| TWO SIGMA INVESTMENTS, LP | 0.02% |
No Change
|
152,500 | $6,222,000.0 |
| LPL Financial LLC | 0.0% |
Reduced 4.68%
|
144,091 | $5,973,000.0 |
| Brickley Wealth Management | 1.08% |
No Change
|
127,959 | $5,305,000.0 |