SMLV Holdings Changes

This page summarizes the SMLV holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether SMLV is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).

Filer	12/31/2023 Share Count	3/31/2024 Share Count	Change	% Change
13F Filers Increasing SMLV Share Count
NovaPoint Capital LLC	11,378	12,877	+1,499	+13.17%
McNaughton Wealth Management LLC	84,036	86,217	+2,181	+2.60%
Grey Fox Wealth Advisors LLC	1,788	1,825	+37	+2.07%
Ausdal Financial Partners Inc.	4,089	4,125	+36	+0.88%
AdvisorNet Financial Inc	367	369	+2	+0.54%
Stratos Wealth Partners LTD.	2,986	2,989	+3	+0.10%
Congress Wealth Management LLC DE	166,075	166,189	+114	+0.07%
13F Filers With Unchanged Share Count
NBC Securities Inc.	110	110	UNCH	0.00%
Asset Dedication LLC	135	135	UNCH	0.00%
Sunbelt Securities Inc.	10	10	UNCH	0.00%
SOA Wealth Advisors LLC.	1,317	1,317	UNCH	0.00%
13F Filers Decreasing SMLV Share Count
Johnson & White Wealth Management LLC	17,629	16,737	-892	-5.06%
Miracle Mile Advisors LLC	3,274	3,150	-124	-3.79%
Dohj LLC	3,876	3,848	-28	-0.72%
High Net Worth Advisory Group LLC	2,017	2,014	-3	-0.15%
13F Filers Exiting SMLV
International Assets Investment Management LLC	67,287	0	-67,287	-100.00%

See Summary: Institutional Holders of SMLV
See Details: Top 10 Hedge Funds Holding SMLV

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