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Institutional Investment Manager
Concert Wealth Management Inc.
Concert Wealth Management Inc. (CIK: 0001456534) incorporated in California, located at 1900 The Alameda, San Jose, CA. Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Portfolio Summary: 1,063 holdings with a total value of $822,956,000.
#
Name
Shares
Value ($)
%
Options
Notes
151 WISDOMTREE TR 673 18,000 0.00%
152 POWERSHARES ETF TRUST II S&P SMALLCAP ENERGY PORT 1,095 18,000 0.00%
153 POWERSHARES ETF TRUST 400 19,000 0.00%
154 RYDEX ETF TRUST 224 20,000 0.00%
155 ISHARES TR 250 20,000 0.00%
156 ISHARES TR 667 20,000 0.00%
157 ISHARES INC 346 20,000 0.00%
158 PROSHARES TR 535 20,000 0.00%
159 FIDELITY 879 21,000 0.00%
160 FIDELITY 760 21,000 0.00%
161 SCHWAB U.S. LARGE-CAP VALUE ETF 464 21,000 0.00%
162 VANGUARD INTL EQUITY INDEX F 218 21,000 0.00%
163 POWERSHARES ETF TR II 725 22,000 0.00%
164 PROSHARES TR 569 22,000 0.00%
165 POWERSHARES ETF TR II 450 22,000 0.00%
166 VANGUARD SCOTTSDALE FDS 355 22,000 0.00%
167 SPDR SERIES TRUST 851 22,000 0.00%
168 ISHARES TR 150 22,000 0.00%
169 FIDELITY 619 23,000 0.00%
170 FIDELITY 1,115 23,000 0.00%
171 VANGUARD SCOTTSDALE FDS 240 23,000 0.00%
172 ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF 371 23,000 0.00%
173 POWERSHARES ETF TRUST 264 23,000 0.00%
174 POWERSHARES ETF TRUST 2,115 23,000 0.00%
175 POWERSHARES ETF TRUST II 1,112 24,000 0.00%
176 CLAYMORE EXCHANGE TRD FD TR 1,110 24,000 0.00%
177 SPDR SER TR 372 24,000 0.00%
178 SPDR INDEX SHS FDS 771 24,000 0.00%
179 SSGA ACTIVE ETF TR 513 24,000 0.00%
180 VANGUARD LONG TERM BOND ETF 243 24,000 0.00%
181 POWERSHARES ETF TR II 899 24,000 0.00%
182 WISDOMTREE TR 400 25,000 0.00%
183 POWERSHARES ETF TRUST 800 25,000 0.00%
184 POWERSHARES ETF TRUST II 738 27,000 0.00%
185 LADENBURG THALMAN FIN SVCS I 11,609 27,000 0.00%
186 ALPS ETF TR 650 27,000 0.00%
187 SPDR SERIES TRUST 384 28,000 0.00%
188 ISHARES TR 586 28,000 0.00%
189 POWERSHARES ETF TRUST 700 28,000 0.00%
190 PROSHARES TR 1,117 28,000 0.00%
191 SPDR INDEX SHS FDS 587 28,000 0.00%
192 ISHARES TR 659 29,000 0.00%
193 SPDR SERIES TRUST SPDR RUSSELL 2000 ETF 400 30,000 0.00%
194 FIDELITY 951 30,000 0.00%
195 WISDOMTREE TR 615 30,000 0.00%
196 SPDR SERIES TRUST 543 30,000 0.00%
197 FIDELITY 1,029 31,000 0.00%
198 ISHARES TR 1,065 31,000 0.00%
199 SELECT SECTOR SPDR TR 1,014 31,000 0.00%
200 SPDR SERIES TRUST 970 32,000 0.00%
Page 4 of 22

Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001085146-16-004576, filed 2016.10.27).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.